Review of Sage Direct Disaster Recovery Test

This document is a report detailing the disaster recovery test conducted by CU*Answers on October 24, 2023, at Sage Direct, LLC. The purpose of the test was to assess the vendor's preparedness to fulfill service obligations during significant disruptions. The test involved generating and securely transmitting daily notices and statement files to the Sage Direct recovery site at US Signal data center in Kentwood, MI. The report outlines the processes observed during the test, including file encryption, processing, and secure transmission to the alternate print service vendor, Extend Your Reach. Challenges encountered during the test, such as barcode alignment issues, are documented. The report also reviews the security measures in place at both the recovery site and the printing facility. Additionally, it confirms that Sage Direct met the requirements outlined in the Statement Processing Agreement, ensuring their ability to handle data securely and maintain confidentiality. Overall, the test results indicate that Sage Direct is capable of meeting its disaster recovery obligations.