NASFAA Compliance Engine

The NASFAA Compliance Engine and the Policies & Procedures Builder module are available for members at compliance.nasfaa.org.

If your institution is faced with an audit or program review, how ready are you? Are your policies and procedures manuals up to date? Do you have missing manuals or documentation? The NASFAA Compliance Engine and Policies & Procedures Builder were built for financial aid administrators to effectively manage compliance administration.

The two components of this online tool combine checklists from the highly-valued Self-Evaluation Guide and templates from the Policies & Procedures Toolkit with easy-to-use collaborative features, allowing your institution to centralize all compliance and policies and procedures information online.

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NASFAA Compliance Engine

The Compliance Engine includes a series of checklists from the NASFAA Self-Evaluation Guide, allowing administrators to evaluate their programs in a centralized, shared online space. Compliance Engine checklists are complimentary for all NASFAA members, included with your dues.

Features

  • Create and manage assignments, tasks, and deadlines; empowers collaboration and saves you time
  • References and resources are a click away from review
  • Reduces the risk of unnecessary findings during an audit or program review
  • Notifications of updates and changes

Watch our video tours for a more in-depth look at some of the Compliance Engine's features.

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NASFAA Policies & Procedures Builder

This module guides you step-by-step through the creation of a centralized, accessible policies and procedures manual.

Features

  • 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

Policies & Procedures Builder Pricing

Through June 30, 2017, all NASFAA members have complimentary access to the P&P Builder module.  Beginning July 1, 2017, Value Plus members continue to receive complimentary access to the P&P Builder as part of the Value Plus package. Standard and Value members can add the P&P Builder to their 2017–18 membership dues renewal invoice for $99/year, per institution. Each year, users will have the opportunity to keep or remove the P&P Builder from their renewal invoice.

If you are a current member that did not elect this, you can request an invoice to add the P&P Builder subscription. Your access will resume upon processing, and your data will be preserved even if there is a lapse.

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Need Help Inputting Data into the P&P Builder?

NASFAA's Policies & Procedures (P&P) Builder allows schools to copy, paste, and format new and existing policies and procedures content in one centralized tool. We understand that financial aid offices have many competing priorities and getting your existing manual into the P&P Builder can be time-consuming. NASFAA is pleased to offer an option for schools that want help with this work from experienced professionals. Financial Aid Services (FAS), NASFAA’s preferred provider for P&P conversions, has tenured consultants with deep financial aid knowledge who can do the heavy lifting for you.

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Publication Date: 5/1/2017

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