CU2-Optimal Solutions

OMB. Control No. 3133-0188

Expires: 12/31/2027

NCUA Post Exam Survey

CU2

The credit union received sufficient notification prior to the start of the examination. Please provide the approximate number of days prior notification was received and include any comments about the notification time and/or suggestions for improvement.

The monthly and/or quarterly monitoring materials provided throughout the year by credit union management (e.g., Call Report, etc.), along with the information provided as part of the items needed list, facilitated the examiner's awareness of the credit union's operations and financial condition. Please provide any comments to support your response.

Examiners kept management (CEO or designated credit union staff) updated throughout the exam. Please provide any comments to support your response.

The examiners acted professionally, communicated in a respectful manner, and made no attempt to intimidate credit union personnel. Please note, factually identifying the potential legal or regulatory consequences of something the credit union is, or is not doing, is not considered intimidation. Please provide any comments to support your response.

Examiners provided the opportunity for management to provide corrective actions and considered management's input in the final examination report. Please provide any comments to support your response.

If examination conclusions changed (Document of Resolution, Examiner Findings, CAMELS Ratings, Risk Ratings, etc.) after drafts were provided to management, were the changes communicated to management?

Please provide other comments about the exam or suggestions to improve the examination process. This question is optional.

PRIVACY NOTICE: The Post Exam Survey is a mandatory, annual survey that solicits feedback from Federal Credit Unions on the quality and consistency of the NCUA’s examination process. The results of the surveys are assessed by the NCUA’s Office of the Ombudsman. Personally identifiable information (PII) is needed to send the survey to FCUs. Any additional PII entered into the survey by FCUs will only be accessed by the NCUA Ombudsman. For additional information, please contact [email protected].

PAPERWORK REDUCTION ACT NOTICE: According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to, an information collection unless it displays a valid OMB control number. This survey is approved by the Office of Management and Budget’s (OMB) review under 3133-0188. The estimated average burden to complete this survey is approximately 10 minutes per respondent.