Customer Satisfaction Survey: “Fundamentals of Title IV 

Administration” Workshop (Chicago, October 23-28, 2006)

You’ve now had three [six] months to use what you learned in the workshop you attended in 

Chicago. The Department of Education (ED) (Federal Student Aid) would like you to think back and 

give us your assessment of the workshop and how well it has helped you administer the Title IV 

programs that your school offers. [add what this will be used for, why this is important]

Paperwork Burden Statement

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection 

of information unless such collection displays a valid OMB control number. The valid OMB control 

number for this information collection is 1845-0045 v.33. The time required to complete this 

information collection is estimated to average _30__minutes per response, including the time to review 

instructions, search existing data resources, gather the data needed, and complete and review the 

information collection. If you have any comments concerning the accuracy of the time estimate(s) 

or suggestions for improving this form, please write to: U.S. Department of Education, 

Washington, D.C. 20202-4651. If you have comments or concerns regarding the status of your 

individual submission of this form, write directly to: [insert program sponsor/office], U.S. 

Department of Education, 600 Independence Avenue, S.W., [insert building/room number], 

Washington, D.C. 20202-xxxx.I do not know who this is. 
Your Reflections on the Workshop

1. The Fundamentals of Title IV Administration workshop takes the approach that it is not 

supposed to fill your head with everything you need to know. Instead, it aims to give you a 

sense of confidence that you know what resources are available to help you find what you need 

and that you can start to use the computer-based tools and systems. Please indicate your level 

of agreement or disagreement with this approach: 

__ Strongly disagree __ Disagree __ Undecided __ Agree __ Strongly agree

If you indicated “Agree” or “Strongly agree,” please indicate your satisfaction with how well the 

philosophy is working: 

__ Very dissatisfied __ Dissatisfied __ Undecided __ Satisfied __ Very satisfied

2. Please rate the level of detail at which the workshop (on the whole) covered the Title IV 

material:

__ Much too basic __ Somewhat basic __ Just right __ Somewhat advanced __ Much too 

advanced
3. Think about the way the workshop covered the topics — how much time it spent on each one, and at what level of detail it covered 

them. We’d like your opinions on how well this worked for you. (The time scheduled for each topic appears next to the topic name.) 

Feel free to refer to your Participant Guide if you need assistance in remembering what was covered under each topic.)

Topic Min. Amount of time devoted to topic Level of detail covered

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Laws & Regulations 35

Overview of 

Programs 60

Apply to Participate 

(for everyone) 90

Special CEO 

Breakout 75

Get Ready -

Electronics (FAAs) 75

Get Ready - Policies 

& Procedures 50

Get Ready - Fiscal 

Obligations 45

Process - Student 

Eligibility 60

FAFSA 30

Evaluations/Certifica

tion/Wrap-Up for 

CEOs

40
Topic Min. Amount of time devoted to topic Level of detail covered

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Process - EFC 60

Process - Outputs 

(SAR/ISIR) 50

Process - Verification 75

Process - Packaging 

Overview 20

Process - Pell 

Definitions 40

Process - Pell 

Calculations 90

Process - Packaging 

FFEL/DL 60

Process - Package 

Campus 

Based/ACG/SMART

30

Process -

Overawards 35

Process -

Adjustments & 

Recalculations

35

Process -

Professional 

Judgment

60
Topic Min. Amount of time devoted to topic Level of detail covered

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Too 

much

About 

right

Need 

more

What would you add 

or leave out?

Disburse Aid -

Disbursements 50

Disburse Aid -

Notices & 

Authorizations

20

Disburse Aid - Credit 

Balances 30

Disburse Aid - COD 

Reporting 35

Disburse Aid -

Overpayments 30

Student Exits - Exit 

Counseling & NSDLS 

Reporting

20

Student Exits - R2T4 70

Create Reports 10
4. How useful was the Federal Student Aid Handbook to you as a learning aid during the 

workshop? Please indicate your level of satisfaction or dissatisfaction:

__ Extremely dissatisfied __ Dissatisfied __ Undecided __ Satisfied __ Extremely satisfied

1a. If you answered “Extremely dissatisfied” or “Dissatisfied,” please tell us what it would take 

to improve the Handbook as a learning aid: _________________________________

5. Consider the following aspects of the Handbook. What importance do you place on each of 

them, for the Handbook to be more useful to you as a learning aid? 

Organization of information __ High __ Medium __ Low

Format and presentation __ High __ Medium __ Low

Readability/legibility __ High __ Medium __ Low

Having a subject index __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Comments: ___________________________________________________

6. How useful was the Participant Guide to you as a learning aid during the workshop? Please 

indicate your level of satisfaction or dissatisfaction:

__ Extremely dissatisfied __ Dissatisfied __ Undecided __ Satisfied __ Extremely satisfied

6a. If you answered “Extremely dissatisfied” or “Dissatisfied,” please tell us what it would take 

to improve the Participant Guide as a learning aid: ____________________________

7. Consider the following aspects of the Participant Guide. What importance do you place on 

each of them, for the Guide to be more useful to you as a learning aid? 

Organization __ High __ Medium __ Low

Format and presentation __ High __ Medium __ Low

Readability/legibility __ High __ Medium __ Low

Answers to exercises in the Guide __ High __ Medium __ Low

More details in the slides __ High __ Medium __ Low

Slides printed larger __ High __ Medium __ Low

Space for your notes next to slides __ High __ Medium __ Low

Tables and figures to illustrate content __ High __ Medium __ Low

References to Handbook page numbers in slides __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low
Other (specify: _________________________) __ High __ Medium __ Low

Comments: ___________________________________________________

8. ED is considering restructuring the workshop. Please tell us how useful the following would be 

to you. 

8a. More hands-on practice, between Monday evening and Friday morning, before and/or after 

the workshop sessions:

__ Useless __ Not very useful __ Undecided __ Somewhat useful __ Extremely useful

8b. Additional generic Q&A sessions, where each trainer sits with one-fourth of the class and

answers questions in more detail: 

__ Useless __ Not very useful __ Undecided __ Somewhat useful __ Extremely useful

8c. Program-specific Q&A sessions, where trainers answer attendees’ questions on situations 

that they have encountered at their schools: 

__ Useless __ Not very useful __ Undecided __ Somewhat useful __ Extremely useful

9. If ED adds topics to the workshop, how would you prefer to accommodate the new material?

__ Extend the workshop to include Friday afternoon

__ Drop or reduce other material

__ Both extend the workshop AND drop/reduce other material

9b. If you chose the second or third option above, please tell us what you would drop or 

reduce. ___________________________________________________________

9c. How useful would you find it to have online supplements to the workshop?

__ Useless __ Not very useful __ Undecided __ Somewhat useful __ Extremely useful

10. How was the amount of the break time?

__ Too much __ About right __ Need more

0b. If you chose “need more,” how would you like the breaks structured? 

__ Longer breaks __ More frequent breaks __ Both longer AND more frequent breaks

11. Is there anything we haven’t asked that you’d like to tell us about your reflections on the 

workshop or how it could be improved? _____________________________________
How the Workshop Is Helping You Do Your Job

Now that it’s been a while since you took the workshop, we’d like to get an idea of how well it is 

has helping you administer your school’s Title IV programs. 

12. How useful is the Handbook to you as a reference in doing your Title IV work? Please indicate 

your level of satisfaction or dissatisfaction:

__ Extremely dissatisfied __ Dissatisfied __ Undecided __ Satisfied __ Extremely satisfied

12a. If you answered “Extremely dissatisfied” or “Dissatisfied,” please tell us what it would take 

to improve the Handbook as a reference: ___________________________________

13. Consider the following aspects of the Handbook. What importance do you place on each of 

them, for the Handbook to be more useful to you as a reference? 

Organization of information __ High __ Medium __ Low

Format and presentation __ High __ Medium __ Low

Readability/legibility __ High __ Medium __ Low

Having a subject index __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Comments: ___________________________________________________

14. How useful is the Participant Guide to you as a reference in doing your Title IV work? Please 

indicate your level of satisfaction or dissatisfaction:

__ Extremely dissatisfied __ Dissatisfied __ Undecided __ Satisfied __ Extremely satisfied

14a. If you answered “Extremely dissatisfied” or “Dissatisfied,” please tell us what it would take 

to improve the Participant Guide as a reference: _____________________________

15. Consider the following aspects of the Participant Guide. What importance do you place on 

each of them, for the Guide to be more useful to you as a reference? 

Organization __ High __ Medium __ Low

Format and presentation __ High __ Medium __ Low

Readability/legibility __ High __ Medium __ Low

Answers to exercises in the Guide __ High __ Medium __ Low

More details in the slides __ High __ Medium __ Low

Slides printed larger __ High __ Medium __ Low

Space for your notes next to slides __ High __ Medium __ Low
Tables and figures to illustrate content __ High __ Medium __ Low

References to Handbook page numbers in slides __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Other (specify: _________________________) __ High __ Medium __ Low

Comments: ___________________________________________________

16. It has been suggested that the slides be integrated with the rest of the pages in the Participant 

Guide, so that the materials related to a specific slide come immediately after that slide. How 

useful would you find this?

__ Useless __ Not very useful __ Undecided __ Somewhat useful __ Extremely useful

17. Please indicate your level of agreement or disagreement with the following statement:

“The workshop’s hands-on demonstrations have helped me make effective use of the online 

resources and computerized systems.”

__ Strongly disagree __ Disagree __ Undecided __ Agree __ Strongly agree

17a. Comments: ___________________________________________________

18. Please indicate your level of agreement or disagreement with the following statement:

“I have been able to perform my job better because of what I learned in the workshop.”

__ Strongly disagree __ Disagree __ Undecided __ Agree __ Strongly agree

18a. Comments: ___________________________________________________

19. Please indicate your level of agreement or disagreement with the following statement:

“My coworkers have benefited from what I learned in the workshop.”

__ Strongly disagree __ Disagree __ Undecided __ Agree __ Strongly agree

19a. Comments: __________________________________________

20. Are there any Title IV issues that have arisen for you that the workshop did not address? 

__ Yes __ No

If Yes, please explain: ___________________________________________

21. Is there anything we haven’t asked that you’d like to tell us about how the workshop is helping 

you do your job or how it can be improved? 

______________________________________________
You and Your School

22. What kind of school do you work for? 

Four-year or above Two-year Less than two-year

Public

Private, for-profit

Private, not-for-profit

23. What is your role in financial aid?

__ CEO/owner

__ Financial Aid Administrator

__ Other (specify: ________)

24. How long had you been in financial aid when you attended the Chicago workshop?

__ Less than 1 month

__ 1-6 months 

__ 6 months to 1 year

__ 1-2 years

__ 2-5 years

__ more than 5 years

25. How does your school measure student progress? 

__ Credit hours

__ Clock hours

26. Which Title IV programs does your school offer? (Check all that apply.)

__ Direct Stafford Subsidized Loans

__ Direct Stafford Unsubsidized Loans

__ Direct PLUS Loans

__ FFEL Stafford Subsidized Loans

__ FFEL Stafford Unsubsidized Loans

__ FFEL PLUS Loans

__ Pell Grants

__ FSEOG

__ Work-study

__ Perkins Loans

__ ACG

__ SMART Grants
Would you like us to call you to discuss your comments and ideas? 

__ yes __ no

If yes, please let us know where and when we may reach you: 

Telephone number: ______ - ______ - _________

Best time(s) to call (check all that apply): __ 8am-noon CST __ noon-5pm CST 

__ 5-8pm CST __ after 8pm CST

Thank you for your participation in the Fundamentals of Title IV Administration customer 

satisfaction survey! If you have any questions, please contact UserWorks:

Elizabeth Buie

ebuie@userworks.com

301.431.0500