2. Your Software is Talking Are you Listening? National Postal Forum March 17 - 20, 2013 Chris Lien, VP Software Marketing, Bell and Howell Angela Lawson, Manager, Address Technology, USPS ®

3. 2 Software Plays a Vital Role  Address Quality CASS Certified ™ software provides a complete and correct address NCOA Link® provides a current address  Mail Preparation (Presorting) PAVE™ certified software sorts the addresses, prepares containers, and generates postage  Intelligent Mail ® barcodes Piece and container barcodes PostalOne! ® electronic postage payment

4. 3 Address Quality  Complete the address Leverage software and data to provide the missing information  ZIP + 4 ®, street name, directional, city, state  Correct the address Verifies address is deliverable Corrects misspellings Provides approved abbreviations (Publication 28) Ensures the city, state, and ZIP Code ™ are correct  Keep the address current Person, family, or business moved Municipality introduced changes Ongoing process Improves merge/purge results

5. 4 StandardizeStandardize Address Quality Foundation CASS Certified Software TM Validate LACS Link® DPV ® Suite Link® Update NCOA Link® ANK Link® ACS TM

6. 5 CASS ™ Product  USPS ® certified benchmark  Sets minimum performance standards for commercial ZIP + 4 ® address matching software  Developers must pass USPS test for CASS certification  Address matching software attempts to match addresses against range-based records on USPS ZIP + 4 file  Pre-Mailing process

7. 6 CASS™ Product Return Codes 10Invalid Address22Multiple Responses 11Invalid City/State/ZIP23Error in Primary 12Invalid State31Single Response 13Invalid City32Default Response 17Insufficient Data33Non-deliverable 21Address Not Found  CASS Certified™ software products return codes indicating address assignment

8. 7 CASS™ Product Return Codes  CASS Certified™ software products return codes indicating address assignment 10Invalid Address22Multiple Responses 11Invalid City/State/ZIP23Error in Primary 12Invalid State31Single Response 13Invalid City32Default Response 17Insufficient Data33Non-deliverable 21Address Not Found

9. 8 100 MAIN ST ANYTOWN TN 38138-6038 Confirmed 104 MAIN ST ANYTOWN TN 38138-6038 Not Confirmed  Extension of CASS Certified ™ Address Matching software  Available through software vendors  Enables ZIP + 4 ® Coding & identifies potentially undeliverable addresses  DPV ® - Extra step to attempt validation of each specific address in the file  Pre-Mailing process DPV ®

10. 9 AAInput Address Matched to the ZIP+4 fileP1Input Address RR or HC Box number invalid A1Input Address Not Matched to the ZIP+4 fileP3 Input Address PO, RR, or HC Box number invalid BB Input Address Matched to DPV (all components) RR Input Address Matched to CMRA and PMB designator present (PMB 123 or #123) CC Input Address Primary Number Matched to DPV but Secondary Number not Matched (present but invalid) R1 Input Address Matched to CMRA but PMB designator present (PMB 123 or #123) N1 Input Address Primary Number Matched to DPV™ but Address Missing Secondary Number F1Input Address Matched to a Military Address M1Input Address Primary Number MissingG1 Input Address Matched to a General Delivery Address M3Input Address Primary Number InvalidU1Input Address Matched to a Unique ZIP Code On footnotes of F1, G1 and U1 move “Y” to the DPV return code and spaces to all other flags. DPV ® / DSF 2® Footnote Codes

11. 10 AAInput Address Matched to the ZIP+4 fileP1Input Address RR or HC Box number invalid A1Input Address Not Matched to the ZIP+4 fileP3 Input Address PO, RR, or HC Box number invalid BB Input Address Matched to DPV (all components) RR Input Address Matched to CMRA and PMB designator present (PMB 123 or #123) CC Input Address Primary Number Matched to DPV but Secondary Number not Matched (present but invalid) R1 Input Address Matched to CMRA but PMB designator present (PMB 123 or #123) N1 Input Address Primary Number Matched to DPV™ but Address Missing Secondary Number F1Input Address Matched to a Military Address M1Input Address Primary Number MissingG1 Input Address Matched to a General Delivery Address M3Input Address Primary Number InvalidU1Input Address Matched to a Unique ZIP Code On footnotes of F1, G1 and U1 move “Y” to the DPV return code and spaces to all other flags. DPV ® / DSF 2® Footnote Codes

12. 11 AAddress Table BBusiness C CMRA (Commercial Mail Receiving Agency) DDrop Address EEducational FFalse Positive (Integrity) LLACS PPBSA (PO Box Street Address) SSeasonal TThrowback VVacant XNo-stat (address not counted for delivery) DSF 2® TablesDPV ® Tables AAddress Table C CMRA (Commercial Mail Receiving Agency) FFalse Positive (Integrity) PPBSA (PO Box Street Address) VVacant XNo-stat (address not counted for delivery)

13. 12 LACS Link®  LACS Link is a process that converts addresses that are changed by local governments Rural route to street style conversion Renumbering changes Street name changes RR5 Box 234 5471 Apple Drive 471 Main St 1471 Main St 987 Edgewater Dr 987 Waterways Blvd Delivery point remains the same and the residents have not moved, but the address has been changed. Old StyleNew Style

14. 13 LACS Link® Return Codes A LACS Link Record Match - The input record matched to a record in the master file. A new address could be furnished. 00 No Match - The input record COULD NOT BE matched to a record in the master file. A new address could not be furnished 09 LACS Link Record Match: Highrise Default – The input record matched to a record in the master file, but the old address is a high-rise default. 14 Found LACS Link Record: New Address Would Not Convert at Run Time - The input record matched to a record in the master file. The new address could not be converted to a deliverable address 92 LACS Link Record: Secondary Number Dropped from Input Address – The input record matched to a master file record, but the input address had a secondary number and the master file record did not. The record is a ZIP + 4 street level or high-rise match

15. 14 Suite Link®  Improves address assignments to business addresses by adding known secondary (suite) numbers  Provided a business name and an associated ZIP + 4 ® coded address matches to a high-rise default, the Suite Link process will return the appropriate suite number when available

16. 15 Suite Link® Return Codes A Suite Link Record Match - The input record matched to a record in the master file. An improved business address could be furnished. 00 No Match - The input business name and/or address COULD NOT BE matched to a record in the master file.

17. 16 NCOA Link®  USPS ® licensed product using address change information when individuals or businesses inform the USPS of their move  Provides electronic Change-of-Address information  Average correction rate (with new address) – 3.21%  Three different license types  Variable costs  Pre-Mailing process

18. 17 AMatchCOA Match. The input record matched a COA record. 91MatchCOA Match: Secondary Number dropped from COA. 92MatchCOA Match: Secondary Number dropped from input address. 01Match Found COA: Foreign Move. Foreign Move. The customer has moved to a foreign address. 02Match Found COA: Moved Left No Address (MLNA). The input record matched a COA record, but there was no new address provided. 03Match Found COA: Box Closed No Order (BCNO). The input record matched a COA record, but the PO BOX has been closed and no forwarding addresses was provided. NCOA Link® Footnote Codes for Matching Records

19. 18 00No MatchThe input record did not match a COA record. 04No Match Family match to a COA with a secondary address, but no secondary address was provided on input. 06No MatchThere is more than one COA record and the middle names are different. 07No MatchThere is more than one COA record and the genders are different. 08No MatchThe input record matched two COA records. 09No MatchThe input record matched a COA record from a high-rise address. 10No MatchThe input record matched a COA record for a rural or highway contract route. 11No Match The input record matched a COA record with the same surname and address, but there is insufficient name information on the COA record to produce a match. 19No Match There is a change of address on file but the new address cannot be ZIP + 4 coded. The new address cannot be confirmed on DPV or the new address is temporary. Common NCOA Link® Footnote Codes for Non-Matching Records

20. 19 ACS™  Traditional ACS™, OneCode ACS ® or Full Service ACS  Provides electronic Change of Address notices for undeliverable mailpieces  Mailers apply a participant code and an optional keyline OR Intelligent Mail ® barcode to mailpiece  Requires an ancillary service endorsement  Can reduce costs associated with manual returns and manual keying of data  Centralized fulfillment option (SingleSource)  Post-Mailing process

21. 20 ACS™ Return Codes KCustomer has moved and left no forwarding address GCustomer’s P.O. Box ™ has been closed and no forwarding address was filed WMatched with a COA order for a temporary change of address AAttempted, not known BReturned for better address DOutside delivery limits EIn dispute IInsufficient address LIllegible MNo mail receptacle NNo such number PDeceased QNot deliverable as addressed / unable to forward RRefused SNo such street UUnclaimed VVacant XNo such office

22. 21 Leveraging Return Codes  Filtered expressions can be built to trigger additional processing based on certain conditions  DPVFN codes of A1, M1, M3, P1, and P3 may be sent to advanced address correction services AEC and AEC II ® Industry provided Address Resolution Services

23. 22 2 7 Bad address fixed/ZIP + 4 coded? Did the address ZIP + 4 match or DPV Confirm? 3 Apply ACS TM participant code to mail piece (post mailing update) Mail Update address list with new ACS information Send bad addresses to AEC 8 9 10 YES NO 4 5 YES Suppress bad addresses from mailing list NO 6 Build mailing list 1 Code address via CASS TM ZIP + 4 ® address matching software with DPV ® and LACS Link® and Suite Link® 1. Build mailing list Update movers (NCOA Link® ) (pre mailing update) 2. Code address via CASS TM ZIP + 4 ® address matching software with DPV ® and LACS Link® Did the address ZIP + 4 ® Match or DPV ® confirm? Y/N NO Send bad addresses to AEC

24. 23 2 7 Bad address fixed/ZIP + 4 coded? Did the address ZIP + 4 match or DPV Confirm? 3 Apply ACS TM participant code to mail piece (post mailing update) Mail Update address list with new ACS information Send bad addresses to AEC 8 9 10 YES NO 4 5 YES Suppress bad addresses from mailing list NO 6 Build mailing list 1 Bad address fixed / ZIP + 4 ® coded? Y-N NO Send bad addresses to AEC Suppress bad addresses from mailing list NO Code address via CASS TM ZIP + 4 ® address matching software with DPV ® and LACS Link® and Suite Link® Update movers (NCOA Link® ) (pre mailing update)

25. 24 2 Update movers (NCOA Link® ) (pre mailing update) 7 Bad address fixed/ZIP + 4 coded? Did the address ZIP + 4 match or DPV Confirm? 3 Apply ACS TM participant code to mail piece (post mailing update) Mail Update address list with new ACS information Send bad addresses to AEC 8 9 10 YES NO 4 5 YES Suppress bad addresses from mailing list NO 6 Build mailing list 1 Update movers (NCOA LINK ® ) (pre-mailing update) Code address via CASS TM ZIP + 4 ® address matching software with DPV ® and LACS Link® and Suite Link® Did the address ZIP + 4 ® Match or DPV ® confirm? Y/N Apply ACS™ participant code to mailpiece (post mailing update) Mail For crying out loud! ! Then update that address list with new ACS™ information… do NOT forget !! if “Yes”

26. 25 2 Update movers (NCOA Link® ) (pre mailing update) 7 Did the address ZIP + 4 match or DPV Confirm? 3 Apply ACS TM participant code to mail piece (post mailing update) Mail Update address list with new ACS information Send bad addresses to AEC 8 9 10 YES NO 4 5 YES Suppress bad addresses from mailing list JOB WELL DONE! 6 Bad address fixed/ZIP + 4 coded? NO Build mailing list 1 Code address via CASS TM ZIP + 4 ® address matching software with DPV ® and LACS Link® and Suite Link®

27. 26 AEC & AEC II ®  USPS ® provided service for all customers  Resolves physical address deficiencies  Sent to the USPS on electronic media  AEC Cost - $20.00 per thousand Average correction rate - 28%  AEC II Cost - $0.30 per record Average: 88% resolution rate Average: 60% correction rate  Pre-Mailing process

28. 27 Three Questions 1: The 3C approach to address quality is to ensure complete, correct, and current addresses. True – The 3C approach reduces undeliverable mail and ensures timely and predictable delivery. 2: All commercial mailing software products return the same type of return codes. False – The return codes can vary. Check with your current provider to understand their approach. 3: Return codes can be leveraged as part of a filter process for determining rate and sortation eligibility. True – Decision trees can be built to leverage USPS ® and industry provided advanced correction services.

29. 28 For More Information ribbs.usps.gov Customer Support www.usps.com/ncsc 1-800-238-3150

30. 29 Sunday What You Need to Know about Unique Address Types / Non-Physical Address Jim Wilson/Adam Collinson/Michael Tate – Period 1, 12 – 1 pm GSA and Addressing (Rules & Recommendations) Angela Lawson/Adam Collinson/Derrick Miliner – Period 4, 3:45 – 4:45 pm Monday Keeping it Simple: ACS Services – It’s All in the Service Type ID Lisa West – Period 5, 10:30 – 11:45 am Secure Destruction – Peace of Mind Lisa West/Tom Day – Period 8, 4:30 – 5:30 pm Tuesday The ROI of Great Address Quality Ed Wanta/Dr. John M. Leininger – Period 10, 9:30 – 10:45 am Your Software is Talking, Are You Listening? Angela Lawson/Chris Lien – Period 13, 3:15 – 4:15 pm Peer-To-Peer Roundtables Lisa West/Angela Lawson – Period 14, 4:30 – 6:00 pm Speaker Schedule