Every firm affected by UMR needs guidance on how to run your implementation project – get your official checklist here (via ISDA) and other public resources.

ISDA being a beneficial group of people have put together a strong checklist (and other resources) to give you project a benchmark to compare against. The checklist covers:

• AANA and self disclosure
• IM Calculations
• Segregation and Custodial Arrangements
• Regulatory IM Documentation
• Collateral Schedules 
• Collateral Management Operations
• Risk and Dispute Management
• Reporting and Other Considerations

The checklist and other hand resources are all publicly available on the ISDA website. The official checklist from ISDA is in Word, we've attached a PDF version below, but always visit the ISDA website for the latest edition.