This document provides an overview of Avenu Insights & Analytics, a company that partners with governments and communities to improve quality of life through administration and revenue enhancement solutions. It describes Avenu's experience serving over 3,000 local government customers across the US through software, analytics, and managed services. Specific solutions discussed include records management, finance and tax, justice, and pension administration software, as well as outsourced IT and transaction processing services.

1. Accomplish more —
with insights and
analytics.
Partnering with communities to improve and
enhance the quality of life for all.

2. What we’ll cover today.
• An Introduction to Avenu Insights & Analytics
• The People, Governments, and Communities We Serve
• Our Solutions:
• Administration Solutions
• Revenue Enhancement Solutions

3. Avenu Overview
• More than 40 years serving local governments across the
country
• More than 3,000 state and local customers nationally
across many functional areas
• 1,100 + employees across the U.S.
• Based in Herndon, VA, Avenu maintains offices in
California, Texas, New Jersey, Georgia, Alabama and
Louisiana, Massachusetts, New York, Minnesota,
Toronto, Halifax
• Avenu is a leading provider of integrated revenue
enhancement, Managed Services and administration
solutions to local governments across the United States
Local governments are experiencing significant long-term
fiscal and operational pressures driven by aging
populations, ever-increasing demand for public services,
pension liabilities and antiquated IT systems
3

4. National Footprint
Customer
National presence allows
customers to look across
1,000’s of municipalities
to understand and adopt
best practices, making
them available to you
through baseline product
modifications and
optional functions within
your specific workflows.
Location
Presence in Alaska, Hawaii,
and Puerto Rico
1,400+
COUNTIES
~15K
LOCAL GOVERNMENT
AGENCIES
50+
PRESENCE IN ALL 50
STATES AND 5
PROVINCES

5. More than 35 years serving
governments across the country
We brought together the most
experienced and successful
revenue enhancement
administrative organizations in
the United States under one roof
to serve governments as Avenu.
Foundational excellence in
several revenue-critical areas:
• Government Compliance
• Operations and Administration
• Software, Analytics, and
Technology
• Community Relations and
Outreach

6. Avenu Commitment
• Smaller, nimble organization, streamlined management decision
making
• Focused on client satisfaction, partnerships, and client integration
• Experienced IT management, solution provider, DR, Cloud experts
• Community involvement at many levels
• Corporate values and missions in sync with our customers
• We contribute a much broader vision and resources
6

7. C L I E N T - F O C U S E D
Our customers, partners, and
employees are our priority. We
provide meaningful expertise in a
timely manner by actively
listening and doing what we say
we will do.
We genuinely care for those
around us. We are respectful and
lead by example. We share what
we know and attempt to make
those around us better than
ourselves.
Avenu Core Values
R E S P O N S I V E N E S S
We act with a sense of urgency for
our customers, partners, and
employees. We show up on time,
always engaged and ready to
perform.
P A S S I O N A T E
We conduct our work with
passion and are energized by
what we do. It inspires us to
explore new ideas and
technologies, and pushes us to
work harder.
I N T E G R I T Y
We do the right thing for our
customers, partners and
employees by upholding the
values and principles of Avenu in
every action and decision.
C A R I N G

8. Administration Solutions

9. Administration Solutions
A leading provider of tech-enabled services delivering innovative
technology and cost effective solutions to state and local
governments
SOFTWARE
DEVELOPMENT
280+ developers driving cost
efficient innovation for public
sector clients
INTEGRATED IT
SERVICES
Recurring revenue stream generated
from integrated IT and business
process services for key state and
local government operations
PROPRIETARY
SOLUTIONS
Suite of proprietary software
solutions and specialized,
complementary outsourced IT
services customizable for each client
NATIONWIDE
FOOTPRINT
Broad nationwide network in
all 50 states with a singular
focus on state and local
government solutions

10. Capability Overview
Provide a comprehensive suite of software and services that address a
diversity of functions within state and local governments
 Fully integrated records
management software
systems designed for
recorders,
county/municipal
clerks, and archivists
 Allows users to record,
file, cashier, redact,
archive, and retrieve
government documents
such as real property
records and birth
certificates
 End-to-end software
solutions for managing
Judicial and Criminal
courthouse and juror
functions
 Streamlines court case
management from case
filing management,
scheduling and post
adjudication tracking to
online juror payments,
juror questionnaires, and
request postponements
 Commercial finance, tax
collection, and property
assessment software
solutions
 Allows administrators to
manage cumbersome
process of revenue
collection and
management
 Supports valuation,
billing and collections of
property taxes for state
and local governments
 Provides unclaimed
property administrators
with the tools to ensure
compliance and the
ability to return
unclaimed property to
its rightful owners
 Nine distinct unclaimed
property compliance and
administrative solution
offerings
 Pension management
and administration
system for local
governments and
municipal pensions
 Provides design,
implementation,
support and training
Government
Records
Management
Finance
& Tax
Solutions
Justice
Solutions
Finance
Revenue
Solutions
Pension
Admin
Outsourced IT services for state and local governments – (e.g. “CIO as a service”)
IT Managed
Services
Transaction
Processing
Technology enabled, transaction based document management services, including
digitizing, indexing, and electronic recording

11. Software & Technology Overview
 Fully integrated electronic record and document workflow management system specifically designed for
state, county, and municipal governments
 Single application environment for supporting single or multiple departments
 Ability for System Administrator to define role based workflows that adapts to evolving business processes
 Automated indexing and redaction functionality to maximize productivity
 Centered on a Microsoft platform and designed for easy integration with third party software
AgileFlow
Records
Manager
 Designed specifically for jury administrators to create summons, record data, pay jurors, and manage
empanelment
 Existing customers report significant increases in juror satisfaction
 Seamless system of distributing and evaluating juror questionnaires
 Allows for auto notification via text or email as well as auto check-in, reducing administrative needs on site
AgileJury
 Next generation enterprise search platform for County Government Records delivered as a SaaS solution
 Built upon Google Search Appliance (GSA) and Apache Solr, two of the most powerful search engines
 Intuitive interface with simple filtering mechanism which works on PCs, tablets, and smartphones
 Reduces staff search time through the ability to search any word in every document
 PCI compliant secure e-commerce shopping cart solutions for digital document purchase
AgileFlow
Super Search

12. Software & Technology Overview
 Highly scalable next generation property tax assessment system including assessment administration, billing
and collection, and Computer-Aided Mass Appraisal (CAMA)
 Built on an SOA architecture that allows for the SaaS system to be integrated with GIS centric applications
 Makes municipalities more efficient with online dispute resolutions and electronic delivery of statements and
bills
 Architecture centered on Microsoft platform has ability to use a distributed model for servers
AgileFlow
Property Tax
Manager
 Provides court case management system and dashboard interface supporting the full court-case lifecycle
 Flexibility allows for standardization across multiple jurisdictions or customization for individual courts
 Built on modern Microsoft.NET platforms that can use SQL Server, Oracle, or other databases
 Rule-based tools automates various processes allowing for more efficient courthouses
AgileCourt
 End-to-end pension management system delivering full-spectrum solutions to administrators, employers, and
other members
 Customizable, agile framework allows for diverse customer utilization, including public and private pension
plans, sponsors, and multi-employer trusts
 Interface with AgileFlow products, including AgileFlow Records Manager
Agile Pension
Administration

13. Records Management
Delivers crucial software to address critical data management requirements
and provides specialized transaction processing services that enable state and
local customers to better serve their constituents
Document Search /
Retrieval Software Advanced, fully configurable search capabilities
Automated Entry
Software
Provides public constituents the ability to directly
enter filing and copy requests
e-Recording
Software
Fully integrated paperless recording and filing
capabilities
Auto Redacting
Software Fully automated redaction processing
Auto-Indexing
Software
Integrates indexing with any third party automated
indexing software
Reporting
Solutions
Custom and standard reports integrated with
Microsoft SQL Server Reporting Services
Hosted / Cloud
Services
Software-as-a-Services (SaaS) options for customers
preferring a hosted environment
Records Management Transaction Processing
Customized
Conversion
Services
Scanning, archiving, and advanced imaging of
documents by a team of skilled technicians
Electronic
Recording Services
Electronic document management services,
reducing operational costs
Full Service
Indexing and Re-
Indexing Services
Quick turnaround services converting and indexing
Disaster
Recovery Services
Disaster recovery plans, aging document
preservation, and data backup services
Title
Records Services
Plant services to real estate underwriters and title
agents
270+
PERSONNEL IMPLEMENTING,
SUPPORTING, AND
MANAGING LAND RECORD
CLIENTS
STATES SERVED BY LOCAL
GOVERNMENT PROCESS
SOFTWARE & SERVICES
40+
COUNTIES, TOWNSHIPS,
AND LOCAL GOV.
ORGANIZATIONS USING
GRM SOFTWARE
450+ CONSTITUENTS
SUPPORTED ACROSS
COUNTIES & TOWNSHIPS
60M >150TB
LAND RECORDS
IMAGE DATABASE

14. Finance & Tax Solutions
Finance and Tax addresses effectively addresses complex state agency
requirements surrounding the secure disbursement and processing of funds
Valuation, Billing,
and Collection
Software
Computer Aided Mass Appraisal (CAMA),
property assessment administration, and
property tax billing & collections
Transaction and
Land Management
Software
Property valuation and taxation management
solutions; automated maintenance of land
records and administration practices
Taxation
Management and
Land Development
Software
Automate local government growth
management practices
Permitting and
Licensing
Software
Track and maintain permits, licenses,
inspections, and code violations
Enterprise
Resource Planning
(ERP) Software
Automated accounting / billing, human
resources, and other business management
functions
Accounting,
Billing, Record
Keeping and
Payroll Software
Budget management, payroll management,
utility billing management, human resources,
and receivables and payables management
Public Works Cost
Accounting
Software
Automated cost accounting system for the
development of new roads and highways
PH - Doc Expansive public health management and
documentation software solution
Tax Solutions Finance Solutions
COUNTY AND CITY
ADMINISTRATORS
SERVED
550+ 60+
PERSONNEL IN
WAITE PARK,
MN
STATES WITH HISTORY OF
PROPERTY TAX SOFTWARE
DEPLOYMENT
50
COMPUTER-AIDED MASS
APPRAISAL; PROPERTY
ASSESSMENT; BILLING /
COLLECTIONS
3
Distinct AgileFlow
Property Tax
Manager Modules 8M+
PARCELS
MANAGED

15. Justice Solutions
Justice Solutions provides innovative software to state, federal, and
international courts, enabling the efficient management of business
processes, changing legislation, and constituent demand
Courts Solutions Jury Solutions
Case Filing
Software Streamlined, configurable case filing
Scheduling
Software
Efficient and customizable scheduling
management software
Document
Processing
Software
Streamlined court document generation;
automated features limit required user
intervention
Adjudication
Software
Configurable entry for judgements and
sentences
Payment
Systems
Accounting module enables quick payment
options through a user-friendly interface
Electronic Filing
and Processing
Electronic filing capabilities; centralized
violations processing centers
Automated Jury
Selection
Creates master jury list from multiple sources
(DMV, Voters Registration, etc.)
Pool Creation &
Qualification
Cryptographic pseudo random generation for
random juror selection
Automated Jury
Management Rapid check in using kiosks
Automated Case &
Panel Creation
Simplified case creation process, random
selection of panel members, and mobile
functionality
Jury Accounting
Software
Automatic calculation of juror expenses with
configurable rules
Automated
Reporting Juror managers dashboard
87+
FTES ON AND
OFFSHORE
TRADITIONAL AND ADMINISTRATIVE
COURTS SERVICED
1,000+
YEARS IMPLEMENTING JUSTICE
SOLUTIONS
25+

16. IT Managed Services
Provider comprehensive IT management services to state and local customers
ITMS Managed Services Data Center / Cloud Services Hosting Services Security Solutions
 Manage customers entire IT
infrastructure
 Comprehensive management
from trouble ticketing and
helpdesk to programming,
network management,
computing power management,
and end-user training
 Private and public cloud
offerings to state and local
governments
 Network data support
 IaaS to SaaS services
 On-premise hosting services for
any scalable platform and
technologies in Tier III+ data
centers
 From hosting of equipment to
managed services
 Intrusion detection, vulnerability
assessments, scanning,
monitoring, investigation and
prevention
 Managed implementation of
policies and security best
practices
Enterprise Case Management
Enterprise Intelligent
Workflow
Enterprise Call Center Enterprise Print Mail
 Complete, flexible case
management solutions for state
and local government
 Customized solutions from case
inception to completion
 Design, develop, and implement
workflows using proprietary
tools to automate business
processes
 Proprietary processes to
streamline efficiencies and
increase productivity
 Customized customer services,
backend office support, and
emergency response
 24x7 support, on call after
business hours
 Centralized managed print and
mail services for 360-degree
coverage
 Services from print and mail to
response receipt and processing

17. Pension Administration
Full-scope pension administration software include key project management,
maintenance and support, and training services critical to successful project
implementation and execution
Project Management
Software
Software Maintenance and Support Training
 CPAS’ project management methodology employs
MBOK and ISO 9001 Quality System standards,
developed using rigorous methodology and
tailored to meet the specific needs of clients
 Varied project delivery and post-implementation
support services
 Comprehensive warranty, maintenance, and
support services
 Partner program including selected integrators and
qualified third-party organizations
 Covered by a monthly fee for the duration of the
license
 Provides product updates and access to future
enhancement
 Complementary functional and technical pension
systems training offered in customizable formats,
ranging from instructor-led courses to one-on-one
sessions delivered by a CPAS expert
 Initial Template Functionality Training:
familiarizes users and project teams with the
base template application in preparation for
implementation
 Functionality Training: in-depth training on
all aspects of the configured system
 Technical Training: basic user training
tailored to support each client’s technical
knowledge requirements, ranging from Oracle
Database Administration to data recovery
procedures
45
EMPLOYEES WITH
HEADQUARTERS IN
TORONTO, ONTARIO
YEARS DEVELOPING
RETIREMENT SOLUTIONS
33
YEARS WITH ISO 9001
CERTIFICATION
(1ST ISO 9001 REGISTERED
GLOBALLY)
16
PENSION OWNERS
ADMINISTERED ON CPAS
SOFTWARE
2.5M
PLANS ADMINISTERED
ON CPAS SOFTWARE
2,000+

18. Tax & Licensing Administration
• Expand or fill administrative needs quickly and easily
• Data entry, billing, application/claims processing, funds
distribution, compliance, and taxpayer support services
• Professionals with experience administering wide range of taxes
STREAMLINE TASKS WITH SCALABLE HUMAN RESOURCE SUPPORT
• Sales & Use Tax
• Business License
• Business Tax
• Franchise Fees
• Insurance Premium Tax
• Property Tax
• Hotel, Motel, and Lodging Tax
• Rental and Lease Tax
• Utility User Tax
• Other areas unique to your jurisdiction

19. Revenue Enhancement
Solutions

20. Revenue Enhancement Solutions
Finance & Revenue Solutions
Enabling constituents to locate and claim lost property
Discovery & Recovery
Reveal and claim new/untapped revenue sources
Compliance Auditing
Identify and address patterns of noncompliance
Data & Analytics
Assess, project, and measure revenue opportunity

21. Finance & Revenue Solutions
Provides a suite of software focused on enabling constituents to locate and claim
lost property
UPS2000
Software
MissingMoney.com
Unclaimed Securities
Custody
Claims Fast Tracking
HRSPro
Software
Annual Reporting
 Comprehensive
solution to unclaimed
property processing
needs
 Flexible, powerful,
intuitive user interface
speeds and
streamlines workflow
 Works with powerful
database services
including Microsoft
SQL Server and Oracle
 Installed and running
in 36+ states
 Only unclaimed
property website
endorsed by National
Association of
Unclaimed Property
Administrators
(NAUPA)
 Multi-state searches
with ability to initiate
claims
 Tracks unclaimed
bank accounts, safe
deposit boxes, stocks,
mutual funds, etc.
 Consolidated online
portfolio of unclaimed
property
 Access to experts to
facilitate and educate
 Streamline claims
approval by
eliminating manual
review
 Paperless validation
and certification
 Claimants get
responses faster and
states have the ability
to process more
claims with assurance
rightful owner is being
paid
 Annual subscription
software package to
prepare and deliver
unclaimed property
reports
 Tailored to each state
or jurisdiction’s
reporting
requirements
 Available in web and
desktop enterprise
applications
 50 states and four
other jurisdiction have
annual reporting
requirements for
unclaimed property
 Cincinnati offers full
service solutions to
meet unclaimed
property reporting
requirements
HRSPRO
APPLICATION
USERS
3,50058PERSONNEL IN
QUINCY, MA
SERVED BY AVENU’S
FINANCE & REVENUE
SOLUTIONS
50
STATES PLUS DISTRICT OF
COLUMBIA, PUERTO RICO,
ALBERTA, AND QUEBEC 550,000+ACCOUNTS
TRANSFERRED
EACH YEAR
UNCLAIMED PROPERTY
CLAIMS MANAGED
EACH YEAR
100,000+

22. Discovery & Recovery
• Identify businesses with an obligation in taxes, fees, fines, or
licenses
• Perform a data comparison to determine the obligation of
businesses in emerging industries
• Receive an updated database with reporting for accurate
projection/collection
• Automate recovery with business-friendly online payment
portal
• Most work completed on contingency — no up-front costs
REVEAL AND CLAIM NEW/UNTAPPED REVENUE SOURCES

23. Compliance Auditing
• Determine where patterns of noncompliance (any source) exist
• Fraud
• Inaccuracies
• Inadvertent errors
• Business audits performed by certified revenue examiners and CPAs
• Recommendations for changes to ensure future compliance
• Create a detailed plan to increase business owner confidence and
compliance for years to come
A COMPREHENSIVE REVIEW OF YOUR LOCAL LANDSCAPE
ADHERENCE TO REGULATORY GUIDELINES

24. Data & Analytics
• See a breakdown of your tax composition, changes, and
performance
• Review statewide revenue trends to identify missed opportunities
• Instantly generate graphical and easy to read reports that provide
the latest real-time sales tax data
• Receive updates on changes to regulatory and legislative policy
• Set up business-friendly online portals to automate processing —
simplifying the way you process taxes, licenses, and fees
ASSESS, PROJECT, AND MEASURE REVENUE OPPORTUNITY

25. Thank you for your time
and consideration.