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Brokerage Services for Insurance and Employee Benefits
BizWomen Mentoring Monday
CBIZ was a national sponsor of the 2
nd
annual Mentoring Monday event hosted by the
American City Business
Journals
. This year, the event included 43 cities in the U.S., 1,800 mentors and 8,000 mentees. Using a speed-
coaching format, successful women in each market act as mentors and offer career advice to about 200 women in
their cities.
Green Initiatives
CBIZ is continually doing our part to be good stewards of our environmental impact. Over the last 5 years, our
offices have worked diligently to become automated and have all of our records electronic. What paper we are using,
we utilize shredding services which sell the waste to paper recycling, and we also subscribe to an outside recycling
service. We will continue to improve our initiatives on an annual basis.
Business Continuity Plan (Question 14)
CBIZ Disaster Recovery-Business Continuity Plan Overview
CBIZ, Inc. has in place standardized methodologies, procedures, and system utilities for disaster recovery planning
purposes. Quality assurance tasks include performing daily backups of all business data residing on CBIZ servers,
review and recording of daily backup reports, system and data restoration testing, offsite tape vaulting by industry
recognized hosting providers, and internal and external audits of defined IT controls.
Recovery procedures are in place to capture both business applications and data from either backup tape or
replicated data present at other CBIZ locations. These systems and data can be restored at one of the designated
CBIZ locations (nearly 100 offices) on the CBIZ MPLS wide area network infrastructure. System and data restore
testing occurs based on a defined schedule and status reporting provided monthly to the CIO office.
We do not provide an actual copy of our Disaster Plan due to the confidentiality and sensitivity of the information.
We welcome a discussion to provide more details on our incident response and recovery procedures. Listed below is
high level overview of the Plan information:
I. Plan Overview, Scope, Assumptions
II. Team Structure
III. Plan Activation
IV. Response Plan Section-Incident Response, Course of Action, Damage Assessment
V. Business Recovery Section – Levels, Situations Strategies
VI. Recovery Plan Approach- Loss of Facility, People, Technology, & Vendor Services.
VII. Disaster Recovery Plan Maintenance
VIII. Critical Systems and Outage Scenarios
IX. Assignments and Responsibilities
X. Procedures
In the event of a site event disaster, use of existing CBIZ office space located throughout the country as well as
secure remote VPN network access ensures business operations can continue until the local office can be re-
established.