Move Update Are You In Compliance National Postal

Move Update: Are You In Compliance? National Postal Forum March 2005 – Nashville, TN Audrey Conley, De. Witt Crawford & Angelo Wider United States Postal Service, Address Management

ADDRESS QUALITY TOOLS WHY IS ADDRESS QUALITY IMPORTANT? Address Quality Breakout 76. 5% 23. 6% Errors 2. 4% Moved 4. 1% Apartment # 6. 0% Directional / Suffix 0. 4% Rural Rt / Box # 5. 9% Street Name / # 4. 8% ZIP Code / City / State

Link NCOA ™ National Change of Address Linkage System

ADDRESS QUALITY TOOLS NCOALink n Replaced NCOA Effective Sept. 30, 2004 n Secure Data Set Of USPS Change Of Addresses (160 M - 48 mo. , 60 M -18 mo. ) n Binary Data Format, Unintelligible To Readers n Processing Using Logic Defined By USPS n Allows Wider Distribution

ADDRESS QUALITY TOOLS NCOALink n Utilizes A Secure Hash Algorithm (SHA) ─ Creates A Mathematical Value Unique To Every Name/Address In The File

ADDRESS QUALITY TOOLS NCOALink n Consolidated File Containing Over 160 Million Permanent COA Records n Database Contains 4 Years Of Change Of Address Information n Service Provided To Mailing Industry Via Licensees (Full, Limited, or End User) n Customers Can Submit Address List On Electronic Media Or Process In-House

ADDRESS QUALITY TOOLS NCOALink n Matching Logic Strictly Controlled By USPS n Typical Match Rate Is Approximately 4% n 244. 6 Billion Address Records Processed By NCOA Licensees in FY 03 n 9. 5 Billion Address Records Updated For Change-of-Address

ADDRESS QUALITY TOOLS NCOALink n NCOALink Expands Mailer’s Accessibility To USPS National Change-of-Address n Mailers Can License NCOALink Product For Use Within Their Native Mail Processing Environment n NCOALink Product Licensing Commenced October 1, 2004 n Ask Your Existing Address Hygiene Product Supplier About Their Plans To Market Interfaces To The NCOALink Product

ADDRESS QUALITY TOOLS EXAMPLE OF PREVIOUS NCOA DATA FORMAT OLD SIDE DEWITT CRAWFORD 5891 PLUM VALLEY DR MEMPHIS TN 38141 -6826 (91) NEW SIDE 512 KING RIDGE DR COLLIERVILLE TN 38017 -1705 (12) This example represents a typical customer change-of-address. This is also typical of the “text’ representation shown in NCOA.

ADDRESS QUALITY TOOLS EXAMPLE NCOALink CHANGE-OF-ADDRESS DATA OLD SIDE Not present within COA/Link data format NEW SIDE a 7 52 f 2 22 0 a. . . This example represents what a typical customer change-of-address will look like within the NCOALink Product.

ADDRESS QUALITY TOOLS AVAILABLE ANNUAL LICENSES AND PRICING n Commercial Distributor License – $25, 000 n Full Service License – 48 Month Data File – $175, 000 – Additional Site License – $87, 500 – Weekly Updates

ADDRESS QUALITY TOOLS AVAILABLE ANNUAL LICENSES AND PRICING n Limited Service License – 18 Month Data File – $15, 000 – Additional Site License – $7, 500 – Weekly Updates

ADDRESS QUALITY TOOLS AVAILABLE ANNUAL LICENSES AND PRICING n End User License – 18 Month Data File – $7, 500 – Additional Site License – $3, 750 – Monthly Updates

® FASTforward

ADDRESS QUALITY TOOLS FASTforward - WHAT IS IT? n USPS-Licensed Technology That Enables Mailers to Obtain Change-of-Address Prior to Mailing n FASTforward System Consists of: – Tamper-Proof Microcomputer System With Defined Interface Protocol – USPS Supplied Matching Software and Encrypted COA Database

ADDRESS QUALITY TOOLS FASTforward - VERSIONS AVAILABLE Only one Version Currently Available for Licensing: n Multiline Optical Character Readers (MLOCR) & Remote Video Encoding (RVE) – Updates Mailpieces Directly

ADDRESS QUALITY TOOLS FASTforward - COMMON FEATURES OF BOTH VERSIONS n COA Database With 13 Months of Permanent Change-of-Address Records n COA Database Updated Weekly Via CD-ROM n FASTforward Licensed Directly to End-User n Licensees Are Routinely Audited by the Postal Service to Confirm Proper Use of the FASTforward Technology

ADDRESS QUALITY TOOLS FASTforward: EXAMPLE OF AN MLOCR REDIRECTED MAILPIECE JIM WILSON 123 Main St Memphis TN 38101 -1234 DEWITT CRAWFORD 456 ELM ST MEMPHIS TN 38188 -0001 COA-ES 1000 SE 17 TH ST 33316

Address Change Service (ACS)

ADDRESS QUALITY TOOLS ADDRESS CHANGE SERVICE (ACS) è Post-Mailing Service That Provides Electronic COA Notices For Mailpieces Undeliverable Due to Customer Move Or Deficient Address (Nixie) è Mailers Apply A Participant Code And An Optional Keyline To Mailpiece è Using ACS Customers Can Reduce Cost Associated With Manual Returns & Manual Keying Of Data è ($. 20 For Electronic Returns verses $. 70 For Manual) è Centralized Billing

ADDRESS CHANGE SERVICE (ACS) MAILING LABEL BEFORE ACS Optional Endorsement Line ******** 5 -DIGIT 22030 #JAN 9 7000 CA 3# 1508 1 T 52 2030 CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA 22030 -3995

ADDRESS CHANGE SERVICE (ACS) MAILING LABEL AFTER ACS (In Address Block) Keyline Participant Code #BXBJDCK**** 5 -DIGIT 22030 #JAN 9 7000 CA 3# 1508 1 T 52 2030 CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA 22030 -3995

ADDRESS CHANGE SERVICE (ACS) ACS PROGRAM ENHANCEMENTS n USPS Now Accommodates Printing The ACS Participant Code Directly On The Face Of The Envelope n Expanded Service Options – Address Service Requested (Option 2) – Change Service Requested (Option 2) n New Fulfillment Options – Electronic Printed Report Option

ADDRESS CHANGE SERVICE (ACS) NEW ACS PARTICIPANT CODE PLACEMENT OPTIONS 6060 PRIMACY PKWY STE 201 MEMPHIS TN 38188 -0001 Keyline Optional Presorted First-Class Mail U. S. POSTAGE PAID Washington, DC 20260 Permit No. 1 ADDRESS SERVICE REQUESTED #BXBJDCK On-Envelope ACS Participant Code

ADDRESS CHANGE SERVICE (ACS) NEW ANCILLARY SERVICE ENDORSEMENT OPTIONS * n Address Service Requested (Option 2) – Provides Electronic ACS Notification in Addition to Physical Mailpiece Return n Change Service Requested (Option 2) – Provides Forwarding for Eligible Mail * New Options Only Available for First-Class Mail Using ACS

ADDRESS CHANGE SERVICE (ACS) CUSTOMER NOTIFICATION OPTIONS First-Class Address Service Requested Month 1 – 12 Month 13 – 18 n ACS Notification n No ACS Notification n Mailpiece Forwarded n Mailpiece Is Returned With New Address Information Or Reason For Non-delivery

ADDRESS CHANGE SERVICE (ACS) CUSTOMER NOTIFICATION OPTIONS First-Class Change Service Requested Month 1 – 18 n ACS Notification n Mailpiece Is Not Returned

ADDRESS CHANGE SERVICE (ACS) CUSTOMER NOTIFICATION OPTIONS Periodicals First Occurrence Forwarding Period Follow-up Notification ACS Notice OPTION 1: DAY 1 60 Days Form 3579 OPTION 2: DAY 61 60 Days ACS Notice OPTION 3: DAY 120 Days Form 3579 ACS Notice OPTION 4: DAY 1 60 Days No Form ACS Notice OPTION 5: DAY 1 60 Days ACS Notice OPTION 6: DAY 120 60 Days ACS Notice

ADDRESS CHANGE SERVICE (ACS) CUSTOMER NOTIFICATION OPTIONS Standard Mail Change Service Requested Address Service Requested Month 1 – 12 n ACS Notification n Mailpiece Is Not Returned Month 1 – 12 Month 13 – 18 n ACS Notification n No ACS Notification n Mailpiece Is Forwarded n Mailpiece Is Returned at Weighted Fee

ADDRESS CHANGE SERVICE (ACS) CUSTOMER NOTIFICATION OPTIONS Package Services Address Service Requested Change Service Requested Month 1 – 12 Month 13 – 18 n ACS Notification n No ACS Notification n Mailpiece Forwarded n Mailpiece Is Returned With New Address Information or Reason for Non-Delivery Month 1 – 12 n ACS Notification n Mailpiece Is Not Returned

ADDRESS CHANGE SERVICE (ACS) NIXIE n Provides ACS Mailers With Information Concerning Addresses That Are Undeliverable For Reasons Other Than A Move UNITED STATES POSTAL SERVICE 6060 PRIMACY PKWY STE 201 MEMPHIS TN 38188 -0001 ADDRESS SERVICE REQUESTED #BXBJDCK ******* 5 -DIGIT 22030 #JAN 9 7000 CA 3# 1508 1 T 52 2030 CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA 22030 -3995

ADDRESS CHANGE SERVICE (ACS) NIXIE CODES A Attempted - Not Know P Deceased B Returned For Better Address Q Not Deliverable As Addressed – Unable To Forward C Outside Delivery Limits E In Dispute I Insufficient Address L Illegible M No Mail Receptacle N No Such Number R Refused S No Such Street U Unclaimed V Vacant W Temporarily Away X No Such Office

ADDRESS CHANGE SERVICE (ACS) ELECTRONIC PRINTED REPORT OPTION n Provides ACS Notices in Printer-Friendly Format n Print Program Supplied on CD-ROM n Consolidates Information into Single Report n Makes Manual Update Processing Easier 512 KING RIDGE DR COLLIERVILLE TN 38017 -1705

ADDRESS QUALITY TOOLS ADDRESS CHANGE SERVICE (ACS) Additional Information on the Address Change Service Program Available at: http: //www. usps. com/ncsc/

ADDRESS QUALITY TOOLS WHAT IS THE CURRENT STATUS OF MOVE UPDATE? Move Update Compliance Reviews Effective March 2003 n Federal Register Notice (8/28/2003) 1. 95 Day Processing of MUD n 2. 95 Day Processing of CASS™ 3. Use Of A Monthly Data Base 4. Disallow Ancillary Service Endorsements 5. MUD For Other Classes Of Mail 6. http: /ribbs. usps. gov (Federal Register)

REVENUE ASSURANCE DMM™ - DOMESTIC MAIL MANUAL Move Update Requirement n DMM E 130. 3. 3 and E 140. 1. 3 - DMM Issue 58 Updated 7 -8 -04 A 030 Address Quality 1. 0 MOVE UPDATE 1. 1 Basic Standards — (includes 185 day requirement to update addresses) 1. 5 Mailer Certification — The mailer’s signature on the postage statement certifies that the Move Update standard has been met for each address in the corresponding mailing presented to the USPS.

REVENUE ASSURANCE REVENUE PROTECTION TOOLS IBI/RP – Information Based Indicia/Revenue Protection – Identifies “leads” where the new IBI is used – Barcode Duplicate Exceptions – Meter Status Exceptions – Register Exceptions – Short Paid Postage Exceptions Move Update / PARS Interface – PARS is Postal Automated Redirection System – PARS Interface generates “leads” for Move Update Compliance

USPS/MTAC WORK GROUP #75 MOVE UPDATE INITIATIVE

REVENUE ASSURANCE OLD MOVE UPDATE PROCESS n Leads CFS Unit – Delivery Unit – Business Mail Entry – Phone Call n Supporting Documentation n Working Process? – Yes – No Deficiency – NO – Assess a Deficiency –

REVENUE ASSURANCE NEW MOVE UPDATE PROCESS n Leads PARS & Address Management Systems Interface – CFS unit – Business Mail Entry – Phone Call n Supporting Documentation n Working Process? – Yes – No Deficiency – NO – Assess a Deficiency –

REVENUE ASSURANCE PARS AND ADDRESS MANAGEMENT INTERFACE n Mail at origin is processed through the Postal Automation Redirection System (PARS) Mail is checked for a Change of Address (COA) on file with Address Management n If COA on file, mail is redirected to address. n If COA on file and older than 185 days, an image is captured and a tally started. n If tally is greater than 100, several images are stored. n Files are sent to Revenue Assurance server for analysis and follow-up. n

REVENUE ASSURANCE PARS AND ADDRESS MANAGEMENT INTERFACE BENEFITS: Reduced cost to capture leads – Fewer visits to CFS – Fewer fingering mail All non-compliance pieces for a mailing are captured at origin. – No arguments over number of pieces identified as leads – Able to perform analysis closer to time of mailing Mailer can react quicker to improve mail quality

REVENUE ASSURANCE MOVE UPDATE REVIEW PROCESS Review Documentation from Mailer Proces s in Place? NO Assess A Deficiency YES No Deficiency Assessed

MOVE UPDATE INITIATIVE Having a “correct” deliverable address is a foundation of an effective mailing event.

MOVE UPDATE INITIATIVE Mailers would prefer to know about a revenue shortfall issue before they have wasted the effort to induct mail into the system.

MOVE UPDATE ASSURANCE TIGERMAN

ADDRESS QUALITY TOOLS FOR MORE INFORMATION www. usps. com/ncsc/ AIS Products Customer Support 1 -800 -238 -3150