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 more 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

Access P&P Builder

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 $150/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

P&P Training

• Blue Icon Advisors: Strategies to Maintain Your P&P's Amid Constant Change Webinar
  Available On-Demand  |  Free for NASFAA Members
  Join your colleagues as we discuss not only navigating change, but strategies that offer tips on how to maintain your policies and procedures manual.  
• Blue Icon Advisors Policies and Procedures Group Coaching
  An intensive, six-week group coaching experience focused exclusively on financial aid policies and procedures.

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.

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