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Business Continuity Plan

LAST UPDATE: November 19, 2024

This disclosure is to inform you that Zelman & Associates, LLC and Zelman Partners, LLC (“Zelman”) have developed a business continuity plan and procedures to deal with unforeseen significant business disruptions (“SBD”) such as:

  • Physical losses (emergency dislocation of office, loss of equipment, loss of communications);
  • Business operational losses (loss of informational resources, loss of substantial third-party service provider, financial loss);
  • Loss due to cyber-terrorism (Internet and email borne viruses);
  • Loss of Internet and telephone capabilities; or
  • Loss of key personnel

Zelman’s BCP is incorporated into its parent company enterprise-wide business continuity and cybersecurity plan and policies. This disclosure is also to summarize generally how the firm will manage SBDs. In order to facilitate the efficient flow of information during a SBD, the firm maintains an updated emergency contact list for employees and key service providers to maintain efficient contact with others in the company in the event of an SBD. The firm has also designated alternates for key personnel that can and will take over for a key person in the event a key person is unable to perform his or her duties.

In addition, all employees have access to the firm’s cloud-based secure server via remote access with need-only file access; key personnel have cell phones with Internet and email access (MDM protected); the firm uses an online back-up system, which is backed- up daily and weekly. All email communications to and from firm personnel are stored via remote third-party archive and are accessible via regular Internet connection with the appropriate passwords.

Access to the company server and electronic files is secured by regularly changing passwords, two-factor authentication protections and files access controls.
 
REQUESTS FOR INFORMATION

Zelman & Associates, LLC
Zelman Partners, LLC
Stephen Erwin, CCO
2345 E. 3rd Ave, Suite 300
Denver, CO 80206
[email protected]