Consumer Financial Protection Bureau (CFPB) Consumer Satisfaction Survey – National Pilot Survey (Consumer Response)

Generic Clearance for Consumer Complaint and Information Collection System (Testing and Feedback)

Attachment 4 Natl - Phone script_v2 0.xlsx

Consumer Financial Protection Bureau (CFPB) Consumer Satisfaction Survey – National Pilot Survey (Consumer Response)

OMB: 3170-0042

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CFPB Consumer Satisfaction Survey - National Pilot
Phone Survey Script

Training materials provided to CFPB CSR's will include calling protocol and introduction text leading up to agreement/refusal to take the survey.

Once agreement is received, CSR will log into online phone version using the respondent's unique survey URL, and begin interview, recording responses on behalf of consumer.
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A. INTERVIEWER READ: Hello, may I please speak with First Name Last Name? Ask to speak to name from phone list; Only proceed to B. if speaking to that person.

B. INTERVIEWER READ: My name is __________. I'm calling on behalf of the Consumer Financial Protection Bureau (CFPB) to invite you to take a brief satisfaction survey about your experience submitting a complaint or feedback to CFPB. The survey is voluntary and will only take about ten minutes to complete. Is now a good time to complete the survey? If consumer responds affirmatively, continue:

Thank you for your time. Before we begin, I am required to read this brief Paperwork Reduction Act statement: An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless the collection of information displays a valid control number assigned by the Office of Management and Budget (OMB). The OMB control number for this collection is 3170-0042, expires 5/31/2015. 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 [email protected].

Now I will ask a series of survey questions about your experience submitting a complaint or feedback to CFPB.

Additional points from invitation/FAQ's:
-- Consumer Financial Protection Bureau (CFPB) is a federal government agency
-- To provide the best service possible, CFPB must stay connected to the needs of the consumers they serve
-- Through this survey, you can provide input on your recent experience submitting a complaint or feedback to CFPB
-- CFPB's objective for this survey is to hear from you how we can provide the best possible service.



Survey Script/Survey Item

INTERVIEWER READ: This survey is about your recent contact with the Consumer Financial Protection Bureau (CFPB) to [submit a complaint, provide feedback], beginning on or about [Date].
Section 1 1
INTERVIEWER READ: Did you [submit a complaint, provide feedback] to the Consumer Financial Protection Bureau (CFPB) on or about on [Date]?
Yes
No
If yes, CONTINUE with survey.
If no, INTERVIEWER READ: According to our files, you [submitted a complaint, provided feedback] to the CFPB on or about on [Date]. Are you sure?
If the consumer does not change response, INTERVIEWER READ: Thank you for your time. This concludes the survey. Good-bye. End the call.
If the consumer changes response, CONTINUE with survey.

2 INTERVIEWER READ: How did you first hear about the Consumer Financial Protection Bureau? Please select one of the following options. INTERVIEWER READ choices below:
Advertising
Through a news report or story
Internet search
Friends, family or colleague
Another government agency
Financial services institution
Consumer advocacy group
Local city information services (such as a 311 toll free line)
Other

If consumer says Other, INTERVIEWER READ: Please describe the other way you heard about CFPB. Type in consumer's answer next to the word "Other."

3 INTERVIEWER READ: Did the agency:
Collect and forward your information or complaint to CFPB?
or did the agency:
Tell you to contact CFPB directly?

4 INTERVIEWER READ: Why did you submit a complaint to CFPB? Please select all of the following options that apply. INTERVIEWER READ choices below:
To resolve an issue I was having
For help contacting the company or organization I was having an issue with
To get information and resources to resolve my issue myself
To report how I was treated
To alert CFPB about misbehavior by a company or the financial industry



Section 2 5 INTERVIEWER READ: Is your complaint open or closed? You can also say I don't know.
Open
Closed
I don’t know

6 INTERVIEWER READ: Did you try to resolve your issue before you contacted CFPB?
Yes
No

6a
INTERVIEWER READ: Where did you try to resolve your issue before you contacted CFPB? Please select all of the following options that apply. INTERVIEWER READ CHOICES BELOW:
The company I was having an issue with
Another government agency
State attorney general office
Better Business Bureau
Counseling agency or organization
Private attorney
Other
If consumer says Other, INTERVIEWER READ: Please describe the other place you tried to resolve your issue. Type in consumer's answer next to the word "Other."

7 INTERVIEWER READ: When you first contacted CFPB, what did you expect CFPB would do for you? Please select all of the following options that apply. INTERVIEWER READ choices below:
Collect and send information about my issue to the company or organization
Make the company respond to my issue
Act to resolve my issue
Examine and investigate my individual case
Enforce laws and regulations
Other
If consumer says Other, INTERVIEWER READ: Please describe what other expectation you had. Type in consumer's answer next to the word "Other."




Section 3 INTERVIEWER READ: Now think about your overall experience with CFPB -- the total time you were in contact with CFPB.
8 INTERVIEWER READ: How satisfied are you with:

Your overall experience with CFPB? Would you say extremely satisfied, somewhat satisfied, neutral, somewhat dissatisfied, not at all satisfied? You can also say that you don't know or that this question does not apply.
1 Not at all satisfied
2 Somewhat dissatisfied
3 Neither satisfied nor dissatisfied
4 Somewhat satisfied
5 Extremely satisfied
0 (Don't know/Does not apply)

9 INTERVIEWER READ: How satisfied are you with:

The communications provided by CFPB? Would you say extremely satisfied, somewhat satisfied, neutral, somewhat dissatisfied, not at all satisfied? You can also say that you don't know or that this question does not apply.
1 Not at all satisfied
2 Somewhat dissatisfied
3 Neither satisfied nor dissatisfied
4 Somewhat satisfied
5 Extremely satisfied
0 (Don't know/Does not apply)

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements. These statements will be rated on a five point scale from strongly agree to strongly disagree.
10 INTERVIEWER READ: I would recommend CFPB to friends and family. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
11 INTERVIEWER READ: Working with CFPB helped me achieve more than I could have on my own. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
12 INTERVIEWER READ: Based on my experience, I would contact CFPB again. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
13 INTERVIEWER READ: CFPB did all it could do to assist me. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
14 INTERVIEWER READ: CFPB makes consumer financial products and services work better for Americans. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.


Section 4 INTERVIEWER READ: These next few questions are about the initial process to submit information for your complaint or issue.

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:

15 INTERVIEWER READ: Submitting my complaint was simple and easy. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
16 INTERVIEWER READ: I felt the information I provided to CFPB was safe and secure. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
17 INTERVIEWER READ: CFPB made it clear what kind of information would be required to submit my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
18 INTERVIEWER READ: I thought the amount of information I had to provide was: Please select one of the following three options. INTERVIEWER READ choices below:
Too much information
About right
Too little information

19 INTERVIEWER READ: I thought the time it took to provide my information was: Please select one of the following three options. INTERVIEWER READ choices below:
Too long
About right
Too short



INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:
20 INTERVIEWER READ: The CFPB phone representative provided clear information and answers. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
21 INTERVIEWER READ: The CFPB phone representative was courteous. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
22 INTERVIEWER READ: The CFPB phone representative was helpful in guiding me through the submission process. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.


Section 5 INTERVIEWER READ: These next questions are about the time after you submitted a complaint to CFPB, when information about your complaint was sent to the company for review and response.

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:

23 INTERVIEWER READ: CFPB told me what would happen after I submitted my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
24 INTERVIEWER READ: Communications from CFPB kept me adequately updated after my complaint was sent to the company. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
25 INTERVIEWER READ: Did you check the status of your complaint with CFPB? Please select all of the following options that apply. INTERVIEWER READ choices below:
Yes, I checked the status of my complaint on CFPB's website
Yes, I called CFPB to check the status of my complaint
Yes, I checked the status of my complaint by mail or fax
No, I did not check the status of my complaint with CFPB
No, the status of my complaint was provided directly to me by the company
No, I checked the status of my complaint with a Congressional office

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:
25a INTERVIEWER READ: CFPB's website gave me the information I needed about my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
25b INTERVIEWER READ: It was easy to check the status of my complaint on CFPB's website. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:
25c INTERVIEWER READ: The CFPB phone representative provided a clear description of the status of my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.


Section 6 INTERVIEWER READ: These next few questions are about the company's response to your issue.

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:

26 INTERVIEWER READ: I had enough time to review the company's response to my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
27 INTERVIEWER READ: I was satisfied with the company's response to my complaint. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
28 INTERVIEWER READ: CFPB clearly communicated when my complaint was closed. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.


Section 7 INTERVIEWER READ: These next few questions are about your dispute of the company's response to your complaint.

INTERVIEWER READ: Indicate how much you agree or disagree with the following statements:

29 INTERVIEWER READ: I had a good understanding of what would occur if I disputed. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.
30 INTERVIEWER READ: I was satisfied with the communications I received from CFPB after I disputed. Would you say strongly agree, agree, neutral, disagree, strongly disagree? You can also say that you don't know or that this question does not apply.


Section 8 31 INTERVIEWER READ: What do you believe is the most important thing CFPB did for you? Please select all of the following options that apply. INTERVIEWER READ choices below:
Collected and sent information about my issue to the company or organization
Made the company respond to my issue
Resolved my issue
Examined and investigated my individual case
Enforced laws and regulations
CFPB did nothing important for me
Other
If consumer says Other, INTERVIEWER READ: Please describe what other thing CFPB did for you. Type in consumer's answer next to the word "Other."

INTERVIEWER READ: CFPB publishes complaint data about the issues consumers are submitting complaints about in a public database at http://www.consumerfinance.gov. This database is updated nightly. Any information published is completely anonymous and does not reveal any specific information about you or other consumers.
32 INTERVIEWER READ: Do you believe a complaint database like this could help consumers make better financial decisions?
Yes
No

33 INTERVIEWER READ: How important is it to you that your complaint contributes to this public database? Would you say very important, important, neutral, somewhat not important, or not at all important? You can also say that you don't know or that this question does not apply.



Section 9 INTERVIEWER READ: This last section asks for basic demographic information.
34 INTERVIEWER READ: Throughout the entire time you worked with CFPB (from the time you first contacted CFPB to the time your complaint was closed), about how many times did you interact with CFPB? For instance, submitted your information, sent an email or follow-up, called to check status, checked status on the website, etc. Please select one of the following options. INTERVIEWER READ choices below:
Once
Twice
3-5 times
6-10 times
More than 10 times





Section 20 Thank you page INTERVIEWER READ: This concludes the survey. Thank you for participating in the CFPB Consumer Satisfaction Survey about your recent experience submitting a complaint or feedback to CFPB. Your feedback will help CFPB provide the best possible service for consumers.




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