FERPA Compliance Documentation — Student Records Policy

Overview

Draft and validate FERPA compliance documentation: annual notification, directory information policy, records access and amendment, disclosure log, and school official exception for edtech vendors per 34 CFR Part 99.

Example Conversation

You: We need our annual FERPA notification updated with directory information categories and opt-out, legitimate educational interest defined, disclosure log procedure, and school official exception language for our edtech vendors.

Agent: I’ll draft the notification and policy sections using the FERPA checklist and template, then run ferpa_notification_checker to verify all required elements.

Agent: Created ferpa-notification.md. Running ferpa_notification_checker…

Agent: FAIL — school_official_exception weak. I’ve added direct control provisions for third-party service providers per PTAC guidance. Re-running…

Agent: PASS — all required FERPA elements are present. Ready for registrar or legal review.

What the Tools Validate

ferpa_notification_checker scans the FERPA notification or policy document:

• Required areas: Annual notification with required rights, directory information categories and opt-out mechanism, legitimate educational interest definition for school officials, disclosure log procedure, edtech/school official exception with direct control provisions.
• Rule: Each area must be clearly addressed per 34 CFR Part 99 and PTAC guidance.
• Output: PASS if all elements are present; FAIL with a list of missing areas. Add content and re-run until PASS.

Output Excerpt

FERPA notification (excerpt):

## Directory information
We may disclose: name, address, email, enrollment status, degrees. Opt-out: notify registrar in writing by [date]. Directory information will not be disclosed after opt-out.

## Legitimate educational interest
School officials with legitimate educational interest may access education records when needed to perform job duties. We use third-party edtech under the school official exception; each provider operates under our direct control and only for our authorized purposes.

ferpa_notification_checker report (excerpt):

=== FERPA NOTIFICATION CHECKER ===
Result: PASS

Document: ferpa-notification.md
All required FERPA elements present.
Documentation meets FERPA / 34 CFR Part 99 expectations.

Getting Started

Add your source materials to the project workspace, then activate the FERPA Compliance Documentation — Student Records Policy skill. The agent will guide you through the process step by step.