Application and Related Forms

OMB Control Number: 3170-0037
Expiration Date: XX/XX/20XX

Advisory Board and Councils
Survey
I.

Planning/Pre-meeting activities: Please rate your satisfaction with meeting planning
activities.
(1 = unsatisfied with the condition … 5= highly satisfied)
Communication

How satisfied were you with the timeliness of communication regarding important
dates?
Were you satisfied with the timeliness of communication regarding meeting agenda
items?
Were you satisfied with the timeliness of requests for input during the meeting
planning process?

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Agenda Creation
Were you satisfied that Advisory members were given the opportunity to
provide meaningful input during agenda planning?
Were the meeting agendas aligned with your understanding of the Advisory Board
and Councils mission and goals?
Accommodations
Were you satisfied with the locations of the XXX meetings (conference rooms, audio &
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visual)?
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Did the hotels and meeting locations meet your expectations?
II.

Travel: Please rate your satisfaction with travel related activities and processes.
(1 = unsatisfied with the condition … 5= highly satisfied)
Communications

Were travel rules and guidelines clearly explained?

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Was it clear who to contact with questions about travel or accommodations?

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Were questions about travel and accommodations answered accurately and in a
timely manner?

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Travel reimbursement
Was it clear who to contact to obtain reimbursement for travel related expenses?

Were reimbursements received in a timely manner; within 30 days of submission of
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receipts?
III.
Meeting Management: Please rate the performance of the team with regard to meeting
facilitation. (1 = disagree … 5 = strongly agree)
Orientation
Do you think the Board orientation program provides members with the appropriate
depth and breadth of information?
After orientation were you clear of your role and responsibility as an Advisory Board
and Council member.
What other information would be of value?

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OMB Control Number: 3170-0037
Expiration Date: XX/XX/20XX
Communication
Meeting goals were clearly communicated in advance of the meetings.

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Stated meeting goals align with mission of the Advisory Board and Council and the
Bureau.

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Meeting activities and events aligned with agenda and goals.

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Board meetings encourage a high quality of debate with robust and probing discussions. 1

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The chair’s leadership style and tone promotes effective decision-making and
constructive debate.

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Materials provided
Meeting materials were provided in the agreed upon timeframe in advance of the
meetings.
Meeting materials were well-organized, easy to navigate, and supported the agenda
and goals.
Meetings
Do you believe Board/ Council and Committee meetings are properly focused on
significant matters such as strategy and policy?

Do you believe Board/ Council and Committee meetings allow sufficient time to
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discuss the business at hand?
Do you think Board and Committee meetings allow for candid and constructive
discussion?
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questioning?
Do you consider presentations at Board and Committee meetings to be generally of
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the appropriate length and content?
IV.
Meeting Outcomes: Please rate your satisfaction with Advisory Board and Council outcomes.
(1 = unsatisfied with the condition … 5= highly satisfied)
Overall Effectiveness

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Input provided by Advisory Board and Council members was used to make
improvements in Bureau initiatives.

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Bureau presenters provided expected clarity and demonstrated expertise.

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During meetings, Advisory Board and Council members were able to share their
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experiences and opinions with the group and Bureau staff.
V.
Impact: Please rate your satisfaction with Advisory Board and Council outcomes.
(1 = unsatisfied with the condition … 5= highly satisfied)
Overall Effectiveness

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Do you feel input provided by Advisory Board and Council members provided
meaningful impact in policy written by the CFPB.

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Do you think the Advisory Board and Council has an appropriate balance of skills,
experiences and backgrounds?

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Do you think the Advisory Board and Council has the appropriate number and type of
committees in place?

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OMB Control Number: 3170-0037
Expiration Date: XX/XX/20XX
The Advisory Board and Council committees set objectives and measured its
performance against them on an annual basis.

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Advisory Board and Council members recognize the role which they and each of their
colleagues are expected to play and have the appropriate skills and experience for that
role.

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Were terms of reference (technical language or reference to shorthand or abbreviated
terms) used for the Advisory Board and Council appropriate?

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The Advisory Board and Council committees are properly organized, perform their
delegated roles, and reported regularly and fully to the Advisory Board and Council.

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Succession planning: Please rate your satisfaction with Advisory Board and Council outcomes.
(1 = unsatisfied with the condition … 5= highly satisfied)
Overall Effectiveness

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Please rate your overall impression of the Bureau, its work, and mission.
VI.

There is appropriate succession planning for key board members and the Board as indicated
by the charter http://files.consumerfinance.gov/f/201501_cfpb_charter-of-the-consumer1
advisory-board.pdf

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Paperwork Reduction Act
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to
respond to a collection of information unless it displays a valid OMB control number. The OMB control number for this
collection is 3170-0037. It expires on XX/XX/20XX. The time required to complete this information collection is estimated to
average approximately 10 minutes per response, including the time for reviewing any instructions, seeing existing data sources,
gathering and maintaining the data needed, and completing and reviewing the collection of information. The obligation to
respond to this collection of information is voluntary. Comments regarding this collection of information, including the
estimated response time, suggestions for improving the usefulness of the information, or suggestions for reducing the burden to
respond to this collection should be submitted to Bureau at the Consumer Financial Protection Bureau (Attention: PRA Office)
1700 G Street NW, Washington, DC 20552, or by email to CFPB_PRA@cfpb.gov.
The Bureau will treat the information collected consistent with its confidentiality regulations at 12 C.F.R. Part 1070, et seq.

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