Your Software is Talking Are you Listening? Sponsored by Bell and Howell National Postal Forum March 16 – 19, 2014 Chris Lien, VP Software Marketing, Bell and Howell Angela Lawson, Manager, Address Technology, USPS ® 1

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 2

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 3

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

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 files  Pr ing process 5

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 6

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 7

100 MAIN ST ANYTOWN TN Confirmed 104 MAIN ST ANYTOWN TN 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  Pr ing process DPV ® 8

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 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 10

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) 11

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 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 12

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 13

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 14

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. 15

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) – 3.41%  Three different license types  Variable costs  Pr ing process 16

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 17

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. NCOA Link® Footnote Codes for Non-Matching Records 18

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 19

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 20

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 21

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 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 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 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) 23

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 YES NO 4 5 YES Suppress bad addresses from mailing list NO 6 Build mailing list 1 Update movers (NCOA LINK ® ) (pr ing 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 Then update that address list with new ACS™ information… do NOT forget !! if “Yes” 24

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 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® 25

AEC & AEC II ®  USPS ® provided service for all customers  Resolves physical address deficiencies  Sent to the USPS on electronic media  AEC Cost - $21.00 per thousand Average correction rate - 28%  AEC II Cost - $0.32 per record Average: 88% resolution rate Average: 60% correction rate  Pr ing process 26

For More Information ribbs.usps.gov Customer Support

USPS ® Co-Presentations Schedule Monday NCOA Link® vs. ACS ™ – Which is the Best? Lisa West / Michael Tate – National Harbor 11 – Period 7, 11am – 12:00 pm Managing UAA Mail from All Aspects Jim Wilson / Bob Schimek – National Harbor 11 – Period 8, 1:30 – 2:30 pm Tuesday Keeping it Simple: ACS ™ Services – It’s All in the Service Type ID Lisa West – Maryland A – Period 12, 11 – 12 pm Your Software is Talking, Are You Listening? Angela Lawson / Chris Lien – Chesapeake 3 – Period 13, 1:30 – 2:30 pm Colleges & Universities – Addressing: Issues & Opportunities Jim Wilson / Richard Boudrero – Chesapeake 6 – Period 14, 2:45 – 3:45 pm Sunday The ROI of Great Address Quality Ed Wanta / Paula Stoskopf – Chesapeake 6 – Period 2, 10:15 – 11:15 am 28