Review of Sage Direct Disaster Recovery Test

This document is a report detailing the disaster recovery test conducted by Sage Direct, LLC, on October 24, 2024, as part of CU*Answers' business continuity program. The report outlines the procedures followed during the recovery test, which was observed by representatives from CU*Answers. The test aimed to evaluate Sage Direct's ability to fulfill service obligations in the event of a disruption at their primary production facility. The document describes the secure transmission of test files, processing at the recovery site, and the printing of various financial statements. It also identifies challenges encountered during the test, lessons learned, and recommendations for future recovery efforts. Additionally, the report reviews the security measures in place at the recovery site and the alternate printing facility, emphasizing the importance of maintaining confidentiality and compliance with the Statement Processing Agreement. The findings indicate that Sage Direct is capable of meeting its recovery obligations as outlined in the agreement.