Policies & Procedures Builder
The NASFAA P&P Builder guides you, step by step, through the creation of a centralized, accessible policies and procedures manual.
- Enter responses through the template to create one or manuals for your institution. The P&P Builder includes all required sections for federal compliance
- Copy, paste, and format existing and new content easily with familiar document management functions
- Tools for inclusion of images and related files
- Regulatory references easily accessible throughout the template and can be embedded in the manuals to simplify your research
Value Plus-level NASFAA members receive complimentary access to the P&P Builder as part of their membership. Members with Standard- and Value-level memberships can contact Membership Services to have a P&P Builder subscription added to their membership for $119/year.
Tips for Getting Started in the P&P Builder
- Check out the P&P Builder User Guide
- Visit our Compliance Engine Frequently Asked Questions
- See P&P Builder Template Updates and Guidance Changes
- Watch our P&P Builder How-To Videos
Need Help Inputting Data Into the P&P Builder?
Enlist Blue Icon Advisors, NASFAA Consulting, to review your school's federal policies and procedures for compliance issues, write missing pieces, and/or move them into the P&P Builder. Blue Icon's team of consultants — composed of some of the most knowledgeable people in student financial aid who have worked at director-level up to presidential, cabinet-level positions — can also train your staff to write policies and procedures, provide best practices on keeping your manual up-to-date, and teach you how to use the P&P Builder.
