Reference Rate Readiness Assessment Form
Evaluate your organization's preparedness to adopt or work with reference rates. Please answer all questions to the best of your knowledge.
How familiar is your organization with reference rates and their recent changes?
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1
2
3
4
5
Has your organization identified which reference rates are relevant to your operations?
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Yes
No
In Progress
Which department leads your reference rate transition efforts?
*
Please Select
Finance
Risk Management
Treasury
Legal/Compliance
Operations
Other
Rate your organization's readiness to update contracts and documentation for new reference rates.
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1
2
3
4
5
Has your technology infrastructure been reviewed for reference rate compatibility?
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Yes, fully reviewed
Partially reviewed
Not reviewed
How would you rate your organization's risk management processes regarding reference rate transition?
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1
2
3
4
5
Select the current status of your stakeholder communication about reference rate changes.
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Completed
Ongoing
Not started
Please rate your organization's training and awareness efforts around reference rate transition.
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1
2
3
4
5
Reference Rate Readiness Matrix
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Rows
Policy Updated
System Ready
Staff Trained
Loans
1
2
3
Bonds
4
5
6
Derivatives
7
8
9
What is the biggest challenge your organization faces in reference rate adoption?
*
Submit Assessment
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