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Partnership In Tomorrow
March 30, 2010
United States Postal Service®
National Customer Support CenterMemphis, TN
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Welcome / Introductions 10:00
- 10:15
Purpose and Issues 10:15
- 10:30
Cycle M Update 10:30
- 11:00
Cycle N – Requirements/Clarifications 11:00
- 12:00
Beyond Cycle N Discussion 12:00 - 12:30
Lunch 12:30 - 1:00
NCOALink ® Update 1:00 - 2:30
New Developments 2:30 - 3:00
FASTforward® Update 3:00 - 3:30
Questions 3:30 - 4:00
Agenda
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Address Management OrganizationJames D Wilson
Manager Address
Management
Wanda KeyManager,
Address Quality Programs
VacantManager, Address
Technology
Ruth Jones, Prg MgrGail Milton, Prg Mgr
Scott Mead, CS AnalystGreg Lloyd, CS AnalystChuck Pruitt, Prg Mgr
Angela LawsonProgram Manager
Ed WantaProgram Manager
Audrey Conley, Prg MgrCharles Hunt, Prg Mgr
Lisa West, Prg, MgrEd Long, Prg Mgr
Kai Fisher, CS Analyst
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Meeting Purpose and Issues
Review of CASS™/MASS™ Cycle M Review CASS/MASS Cycle N Requirements Discuss “What’s Next” for the CASS/MASS
Environment Discuss NCOALink®
New Developments FASTforward® Update
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CASS™/MASS™ Cycle M Implementation Static data that was provided by the USPS® should have
been used for all testing. Manufacturers were responsible for distributing the static data to their customers and notifying them to use it for CASS or MASS testing.
An extension to the ‘required by date’ was granted for certification to accommodate the mailing industry
Cycle M certification was deferred to expire on July 31, 2011 instead of July 31, 2010
Fee schedule for MASS certification was altered to coincide with the certification extension
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CASS™/MASS™ Cycle N Requirements SuiteLink™
Mandatory for end users
Unique ZIP® Code Matching Policy Clarifications General Delivery Clarifications Retire MASS Certification using POSTNET™ Barcode New Static test data will be provided by the USPS® to all
software manufacturers. This data must be used for all tests and must be provided to end users by their manufacturers. The first character of a machine identifier for a MASS test must be “X” to represent static data.
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SuiteLink™ - What Is It?
Contains suite numbers for business addresses in selective highrise buildings• Targets highrise addresses with high-volume
default mail Improves business addressing information through
assignment of suite number Allows USPS® to achieve increased volume of mail
sorted in delivery point sequence Data available through CASS™/MASS™ Developers No cost for license to CASS/MASS Developers
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SuiteLink candidate records are records where there is a known secondary deficiency.
All CASS™/MASS™ certifications require the use of SuiteLink to append suite numbers where match available
Usage mandatory for all end users in production
SuiteLink™ - What Is It?
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SuiteLink™
4.4% records matched the previous 2 Fiscal Years
FY 08: 103 million records finalized by SuiteLink
FY 09: 160 million records finalized by SuiteLink
Statistics show the use of SuiteLink increased volume of mail sorted in delivery point sequence.
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CASS™ Developers• Will be included in all CASS certification tests• Must be included in software released to end user
MASS™ Developers• Will be included in all MASS certification tests• End Users required to certify using SuiteLink test data• Required to spray new 11-Digit barcode for suite number • Required to spray suite number on mailpiece
End Users (CASS/MASS)• Mandatory for use in production environment• Suite number required to be appended to address
printed on mailpiece in order to use ZIP+4® code
SuiteLink™ - Impact
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How to determine if you have a SuiteLink candidate record: Match to a High-rise Default record Match to a Street Default record (High-rise
Default is not present and High-rise specific records exist)
Note: Match to Firm records missing secondary should not be considered as candidate records for SuiteLink.
SuiteLink™ - Impact
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If a mailer does not append the secondary number to their original address when one is available from SuiteLink, they cannot use the ZIP+4® Code associated with the new address. The mailer may continue to use the input address with ONLY the 5-digit ZIP® Code associated with the input address
SuiteLink should be done prior to a NCOALink® or FASTforward® lookup
SuiteLink™ - Impact
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SuiteLink™ - Examples
Input: UT Animal Research910 Madison AveMemphis TN 38103
Output: UT ANIMAL RESEARCH910 MADISON AVE STE 823MEMPHIS TN 38103-3435
SuiteLink Return Code: A
Note: If end-user cannot append secondary number to the mailpiece when SuiteLink
provides one, they would return input with appropriate 5-digit ZIP® Code without the ZIP +4® Code value.
The input address matches to high-rise default record. DPV® returns a “D” which indicates the secondary is missing. Software must query SuiteLink.
Rec Type
Firm DPV Prim Range
Street Indicia Unit Secd Range
City ZIP Code
Unique ZIP+4 Range
CRID
H Y 910 MADISON MEMPHIS 38103 N 3403 C029
H Y 910 MADISON STE 823 – 826 MEMPHIS 38103 N 3435 C029
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SuiteLink™ - Examples
Input: C6 Merolla24 Salt Pond RdWakefield RI 02879
Output: C6 MEROLLA24 SALT POND RDWAKEFIELD RI 02879-4314
SuiteLink Return Code: 00
The input address matches to high-rise default record. DPV® returns a “D” which indicates that secondary is missing. Software must query SuiteLink. If no match is found, return the original ZIP + 4 match.
Rec Type
Firm DPV Prim Range
Street Indicia Unit Secd Range
City ZIP Code
Unique ZIP+4 Range
CRID
H Y 24 SALT POND RD WAKEFIELD 02879 N 4314 C001
H Y 24 SALT POND RD LOWR C6 WAKEFIELD 02879 N 4304 C001
H Y 24 SALT POND RD UPPR C6 WAKEFIELD 02879 N 4323 C001
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SuiteLink™ - Examples
Input: UT Animal Research910 Madison Ave # 9Memphis TN 38103
Output: UT ANIMAL RESEARCH910 MADISON AVE STE 823 # 9MEMPHIS TN 38103-3435
SuiteLink Return Code: A
Note: If end-user cannot append secondary number to the mailpiece when SuiteLink
provides one then they would return input with appropriate 5-digit ZIP® Code without the ZIP +4® Code value.
The input address matches to high-rise default record. Software must query SuiteLink without the invalid secondary number. If match found insert secondary number. Do not throw away the extraneous info that was on input.
Rec Type
Firm DPV Prim Range
Street Indicia Unit Secd Range
City ZIP Code
Unique ZIP+4 Range
CRID
H Y 910 MADISON MEMPHIS 38103 N 3403 C029
H Y 910 MADISON STE 823 – 826 MEMPHIS 38103 N 3435 C029
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Input: D5-DALYS GOLD N CHAIN 2205 VETERANS BLVD DEL RIO TX 78840
Output: D5-DALYS GOLD N CHAIN 2205 VETERANS BLVD STE D5 DEL RIO TX 78840-3137
SuiteLink return code: A
The input address matches to a street default record. DPV® returns a “D”
which indicates that secondary is missing. Software must query SuiteLink.
Rec Type
Firm DPV Prim Range
Street Indicia Unit Secd Range
City ZIP Code
Unique ZIP+4 Range
CRID
S Y 2201 - 2299 VETERANS BLVD
DEL RIO 78840 N 3120 C019
H Y 2205 VETERANS BLVD
STE D1 – D9 DEL RIO 78840 N 3137 C019
SuiteLink™ - Examples
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SuiteLink™ - MASS™ Example of mailpiece with text information placement
SLM SERVICES, INC
PO BOX 2118
SAN DIEGO CA 92014-3817
UT ANIMAL RESEARCH
910 MADISON AVE
MEMPHIS TN 38103
FIRST CLASS MAIL U.S. POSTAGE
PAID SAN DIEGO, CA PERMIT NO. 1
1/4” from Bottom 1/8” from Right Edge 1/8” Between
Between 1/16” & 1/4” from Left Edge of Barcode Clear Zone
910 MADISON AVE #823 38103
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Example of mailpiece with text information placement
SLM SERVICES, INC
PO BOX 2118
SAN DIEGO CA 92014-3817
UT ANIMAL RESEARCH
910 MADISON AVE # 9
MEMPHIS TN 38103
FIRST CLASS MAIL U.S. POSTAGE
PAID SAN DIEGO, CA PERMIT NO. 1
1/4” from Bottom 1/8” from Right Edge 1/8” Between Between 1/16” & 1/4” from Left Edge of Barcode Clear Zone
910 MADISON AVE #823 38103
SuiteLink™ - MASS™
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Clarification of Unique ZIP® Code Logic
Some anomalies have occurred in the mailing industry that have warranted clarification of the rules for Unique ZIP Code logic.
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Flowchart outlining Unique ZIP Code Logic Unique ZIP Code Matrix ‘0000’ or the return on an invalid ‘9999’ must not
be retained ZIP Code must match City and State to retain an
input Unique ZIP Code or ZIP + 4® code
Clarification of Unique ZIP® Code Logic
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Unique ZIP® Code Logic Flowchart
City/StatePresent?
(1.3)
UniqueZIP?(1.7)
ZIP CodePresent?
(1.4)
CS/ZIPAgree?
(1.5)A
B
A
Addon ‘0000’Present?
(1.1)
Drop Addon(1.2)
Drop ZIP Code and/or +4 to
Match(1.6)
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
Start
Exact Match in Non-Unique?
(1.8)
A
DONE(1.11)Exact Match
In Unique?(1.10)
Attempt other matches in Non-unique
(1.13)
Yes
Yes
No
No
Assign +4 according to Match in Unique
ZIP Code(ignore input +4, if
present)(1.12)
Assign +4 according to
Match in Non-unique ZIP Code
(1.9)
DONE(1.15)
DONE(1.14)
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BExact Match in Unique?
(2.1)
Exact Match and DPV
Confirm in Non-Unique?
(2.2)
DONE(2.4)
Input +4?(2.9)
DONE(2.17)
‘9999’?(2.10)
KEEP INPUT(2.13)
Valid ‘9999’?(2.6)
KEEP INPUT(2.7)
DROP INPUT ADDON(2.11)
Matched ZIP+4
Record?(2.14)
Assign ‘0001’(2.18)
Assign Matched +4
(2.15)
DONE(2.19)
Yes
Yes
Yes Yes
Yes
Yes
No
No
NoNo
No
Assign +4 according to
Match in Unique ZIP Code
(2.12)
Assign +4 according to
Match in Non-unique ZIP Code (ignore input +4,
if present)(2.3)
No
(Inexact or Default Match in
Unique)(2.5)
DONE(2.8)
DONE(2.16)
Unique ZIP® Code Logic Flowchart
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CONDITION CRID/RECORD TYPE DPC
Normal Matching(No Input ZIP or No Input +4 or
Input ZIP+4 corresponds to matched record)
Use CRID/Record Type associated with ZIP + 4
Record
Assign Based on Normal DPC Derivation Rules
Input or Assigned ZIP+4 Valid(doesn’t correspond to matched
record)
Use CRID/Record Type Associated with Input ZIP+4
Assign Based on the Primary Street Number
Input or Assigned ZIP+4 Invalid Default CRID to‘C000’ and Record Type
matches the style of input address
Assign Based on the Primary Street Number
Note: Set the Default flag when the assigned ZIP+4® Code matches to a high-rise default or an invalid add-on of ‘0001’ (default for Unique)
Unique ZIP® Code Matrix
Carrier Route ID, Record Type And Delivery Point Assignment RulesWithin Unique ZIP Codes Only
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Unique ZIP® Code – Valid ZIP + 4® code
Input: NEW ENGLAND BUSINESS 500 MAIN ST GROTON MA 01471-0500 Output: NEW ENGLAND BUSINESS 500 MAIN ST GROTON MA 01471-0500
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
F NEWENGLANDBUSINESS
Y 500 MAIN ST GROTON 01471 Y 0002-0999
C001
Retain the input address ZIP + 4 since it is valid and the city state agree with the input ZIP.
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Unique ZIP® Code Logic – Valid ‘0001’
Input address contains a valid ‘0001’.
Input: National Customer Support Center6060 Primacy Pkwy Ste 101Memphis TN 38188-0001
Output: NATIONAL CUSTOMER SUPPORT CENTER6060 PRIMACY PKWY STE 101MEMPHIS TN 38188-0001
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
F MOVEVALIDATION
Y 6060 PRIMACY PKWY
STE 3982 MEMPHIS 38188 Y 3982 C000
F NATIONALCUSTOMERSUPPORTCENTER
Y 6060 PRIMACY PKWY
STE 101 MEMPHIS 38188 Y 0001 C000
H Y 6060 PRIMACY PKWY
MEMPHIS 38119 N 5745 C008
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Unique ZIP® Code – Invalid ZIP + 4®
Unique ZIP with add-on ‘0001’ on input. Since the address does not exist in the Unique, software must look for an exact match that DPV® confirms in the Non-Unique associated with the city/state.
Input: MARY ANDREWS2108 NW 3RD AVEMIAMI FL 33112-0001
Output: MARY ANDREWS2108 NW 3RD AVEMIAMI FL 33127-4700
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
S Y 2108 NW 3RD AVE
MIAMI 33127 N 4700 C012
S Y 11698 NW 25TH ST
MIAMI 33112 Y 0001 C000
F INTERNATIONAL SERVICE CENTER
Y 11698 NW 25TH ST
MIAMI 33112 Y 9997 C000
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Unique ZIP® Code Logic – Valid ‘0001’
Unique ZIP with add-on ‘0001’ on input. Add-on ‘0001’ doesn’t exist as an exact match in Unique and there is no match to a Non-Unique. Software can retain the Unique Default of ‘0001’.
Input: Farmers Bakery322 Arbor LnEvanston IL 60208-0001
Output: FARMERS BAKERY322 ARBOR LN EVANSTON IL 60208-0001
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
S Y 633 CLARK ST EVANSTON 60208 Y 0001 C000
H n/a 2 ARBOR LN EVANSTON 60201 N 1968 C076
S n/a 2 – 98 ARBOR LN EVANSTON 60201 N 1967 C076
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Unique ZIP® Code Logic – ‘0000’ Add-on
Input: ABC Company PO BOX 100503 ATLANTA GA 30384-0000
Output: ABC COMPANY PO BOX 100503 ATLANTA GA 30384-0503
Add-on “0000” is never valid. Drop the input add-on and perform the lookup based on Unique ZIP Code Logic.
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
P Y 100503 PO BOX ATLANTA 30384 Y 0101-0999
B001
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Unique ZIP® Code – City/State/ZIP do not correspond
Input: Kings Tire Service PO Box 2 Winchester Center CT 50391-0001 Output: KINGS TIRE SERVICE PO BOX 2 WINCHESTER CTR CT 06094-0002
No correlation between city/state and ZIP Code – match to the city
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
S Y 1200 LOCUST ST DES MOINES 50391 Y 0001 C000
H Y 1200 LOCUST ST DES MOINES 50391 Y 9995 C000
P Y 2 PO BOX WINCHESTER CENTER
06094 N 0001-0060
B001
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Unique ZIP® Code – No exact match in the Unique
Input: Sandy Brooks Books Inc 1149 1ST PL NW Washington DC 20233 Output: SANDY BROOKS BOOKS INC 1149 1ST PL NW WASHINGTON DC 20001-1324
Input contains a Unique ZIP Code. If an exact match cannot be made in the Unique ZIP Code, software must make exact match in a non-Unique if one exists that DPV® confirms.
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
S Y 1149 1ST PL NW WASHINGTON 20001 N 1324 C014
S Y 4600 SILVER HILL RD
WASHINGTON 20233 Y 0001 C000
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Unique ZIP® Code Logic – Unique Exact Match
Input contains a Unique ZIP Code that does not correspond to the city state.
Input: Shuffling Shoe Shop Inc1 Bluff AveFayetteville NC 28310
Output: SHUFFLING SHOE SHOP INC1 BLUFF AVEFAYETTEVILLE NC
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA
UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
H Y 3019 SERVICE RD FORT BRAGG 28310 Y 7102 C352
P n/a 4400- 4498
BLUFF ST FAYETTEVILLE 28301 N 1915 C065
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Unique ZIP® Code – No ZIP Code on input
Input: Memphis Hog Heaven Bar-B-Que 157 University of NC Chapel Hill NC Output: MEMPHIS HOG HEAVEN BAR-B-QUE 157 UNIVERSITY OF NC CHAPEL HILL NC 27599-6018
No input ZIP Code, software can make an exact match in a Unique. A firm name match is no longer required.
RECTYPE
FIRM DPV PRIMRANGE
STREET INDICIA UNIT SECDRANGE
CITY ZIPCODE
UNIQUE ZIP+4RANGE
CRID
S Y 157 UNIVERSITY OF NC CHAPEL HILL
27599 Y 6018 C000
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General Delivery Clarification
Effective March 14, 2010, the Mailing Standards of the United States Postal Service, DMM® 508.6 has been revised to permit the postmaster of a Post Office™ with multiple facilities to designate more than one facility as an office that can provide general delivery service in accordance with customer and operational needs.
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Input address missing ZIP® Code
ZIP Code Acceptable City Name
Preferred City Street Name ZIP + 4
73110 MIDWEST CITY OKLAHOMA CITY GENERAL DELIVERY 9999
73114 OKLAHOMA CITY OKLAHOMA CITY GENERAL DELIVERY 9999
Input: John DoeGeneral DeliveryMidwest City OK
Output: JOHN DOEGENERAL DELIVERYMIDWEST CITY OK 73110-9999
General Delivery Clarification
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Input address missing ZIP® Code. This is a multiple response since there is more than one candidate record in the ZIP + 4® for the input City/State.
ZIP Code Acceptable City Name
Preferred City Street Name ZIP + 4
73110 MIDWEST CITY OKLAHOMA CITY GENERAL DELIVERY 9999
73110 OKLAHOMA CITY OKLAHOMA CITY GENERAL DELIVERY 9999
73114 OKLAHOMA CITY OKLAHOMA CITY GENERAL DELIVERY 9999
Input: John DoeGeneral DeliveryOklahoma City OK
Output: JOHN DOEGENERAL DELIVERYOKLAHOMA CITY OK (NO-MATCH)
General Delivery Clarification
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Intelligent Mail® Barcode (or IMb™)
Must utilize IMb for MASS™ certification• Marks the end of MASS testing with POSTNET™
Barcode• Mandatory for all MASS tests• Required to qualify for automation discounts in
May 2011
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IMb™ Testing Requirements
Set Barcode ID to “00” Set Service Type to any valid 3-digit Service type identifier Mailer ID can be 6 or 9 digits, but cannot be all zeroes. The
same Mailer ID must be sprayed on all mailpieces. Serial number can be 6 or 9 digits, but cannot be all zeroes. A
single serial number can be sprayed on all mailpieces. If any two of the test deck mailpieces have the same serial number, then every mailpiece in the test deck must have the same serial number. Otherwise, a different serial number “must” be sprayed on each mailpiece.
Failure to adhere to the requirements below, will result in failure of the MASS™ test.
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Significant Milestones
Annual MeetingOfficial Rules ReleaseSend Static DataStage I ReleaseStage II ReleaseMASS test decks availableDevelopers/Manufacturers Certification CompletedBegin Software ReleaseSoftware Released to End-usersExpiration of CASS™ Cycle MImplementation of CASS Cycle NExpiration of CASS Cycle N
Mar 2010Apr 2010 Jun 2010Jun 2010Aug 2010Nov 2010Mar 2011Apr 2011May 2011July 31, 2011August 1, 2011July 31, 2012
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What’s Next? Open Discussion
Standardized Abbreviations – Currently set at 30 Characters Request from industry segments to reduce it
further What are the impacts?
Test file(s) format standardization
Simplify interchange of data to common structure that does not vary across products being certified
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Please direct any feedback or questions you might have about
today’s presentation to:
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4545
FY09 Licensee Processing Summary
FY 2008 FY 2009
RecordsProcessed
RecordsMatched
MatchRate
RecordsProcessed
RecordsMatched
MatchRate
NCOALink Full Service Licensees 442,917,051,853 17,778,217,358 4.01% 429,159,835,648 16,747,522,077 3.90%
NCOALink Limited Service Licensees 164,606,996,928 4,285,411,129 2.60% 209,329,259,717 5,166,050,449 2.47%
NCOALink End-User Licensees 27,597,927,969 678,951,887 2.46% 31,180,557,202 594,351,501 1.91%
Total: 635,121,976,750 22,742,580,374 3.6% 669,669,652,567 22,507,924,027 3.4%
NCOALink Full Service Licensees
Percent Change FY 2008 vs FY2009
-3.1% -5.8% -2.8%
NCOALink Limited Service Licensees 27.2% 20.5% -5.2%
NCOALink End-User Licensees 13.0% -12.5% -22.5%
Total: 5.4% -1.0% -6.1%
NCOALink® Year in Review
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RPW & UAA Volume Trends FY08 vs FY09All Mail Classes
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Percent Change of Volume FY08 vs FY09
-8.64%
-11.62%
-7.71%-9.33%
-14.00%
-12.00%
-10.00%
-8.00%
-6.00%
-4.00%
-2.00%
0.00%
RPW Volume
Forwarding Volume
Return to Sender Volume
Cumulative Fwd/RTS
Address Quality Update
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UAA Trends Pre vs Post November 23, 2008
First-Class UAA Volume Relative to Mail VolumeFY08 Q1-Q4 vs FY09 Q2-FY10 Q1
-5.42%
-14.34%
-9.13%-11.19%
-20.00%
-15.00%
-10.00%
-5.00%
0.00%
Pct Change RPW
Pct Change Forwards
Pct Change Returns
Pct Change Fwd/RTS
Address Quality Update
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484848
Move Update VerificationsNov 16, 2009 – March 14, 2010
Address Quality Update
Total Mailings Verified to Date 82,769Total Mailings Passed 79,783 (96.4%)Total Mailings Failed 2,986 (3.6%)
Average Overall Score 96.9%Average Score of Passed Mailings 99.0%Average Score of Failed Mailings 40.3%
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5353
NCOALink® Reporting Requirements
All Monthly Performance Reports are due by the 7th calendar day of the month and must be submitted to [email protected]
Non-compliance with the monthly reporting requirement will lead to suspension and interruption of data fulfillment, in accordance with the Termination and Suspension of the NCOALink License Agreement
Effective October 1, 2011, SuiteLink reporting will be mandatory for all levels of production NCOALink processing
NCOALink®
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5454
NCOALink® Processing Requirements Definition of 100 unique names and addresses
● All NCOALink License Agreements define a ‘Mailing List’ as a list, system, or other collection of at least 100 unique names and addresses
● A ‘Mailing List’ may contain more than one unique name at different addresses
● A ‘Mailing List’ may contain more than one unique address with different names
● The records in a ‘Mailing List’ are not duplicate transactions/records of the same name and/or address
Manipulating, duplicating a transaction or record with the same name and address information (or any variations thereof) to meet or exceed this requirement is not allowed
NCOALink®
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NCOALink® Processing Requirements
(cont’d)● Licensees are responsible for providing
customer support for their customers● In accordance with the Standards of
Performance section of the License Performance Requirements
● Licensee’s customers requiring technical information or questions about NCOALink processing performed on a mailing list must contact the Licensee
NCOALink®
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5656
Data Fulfillment Delivery
As of August 20, 2009, all product data fulfillment is sent via Priority Mail® with Signature Confirmation™
LPR modified to allow Licensees five business days to load data upon receipt
Licensees may provide their Express Mail® account number to have their data fulfillment shipped via Express Mail
NCOALink®
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5757
Mail Processing Agent Policy Reminder
MPA requires pre-approval prior to use
Agent must submit to the Full Service Provider Licensee a minimum of 100 unique names and addresses on each mailing list for NCOALink processing for acceptance, handling and delivery by the USPS
The Full Service Provider must only return the updated list to the Agent
Agent will not return updated address records to the original owner nor will the updated list be used for any purpose other than for mailing the original mail pieces from the original mailing list owner
NCOALink®
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5858
Mail Processing Agent Policy Reminder
Agent must destroy the original and updated mailing list within 30 days from the date the mail pieces are deposited into the mail stream
Agent acknowledges that the USPS has the right to audit and inspect the Agent’s processes and procedures pertaining to the NCOALink service without prior notice
Agent shall not disclose any updated address information to any third parties for any purpose whatsoever
Agent understands that failure to comply with these terms and conditions may result in the loss of eligibility to participate in the NCOALink Mail Processing Agent Program
NCOALink®
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6060
NCOALink® Dual Name Matching Logic We will clarify matching rules when dual name addresses are
encountered:
NCOALink®
John DoeTotal Eye Care6060 Primacy Parkway STE 203Memphis TN 38118
OR
Bill Clinton and Hillary Rodham6060 Primacy Parkway STE 203Memphis TN 38118
Total Eye Care John Doe6060 Primacy Parkway STE 203Memphis TN 38118
OR
John Doe and Jane Doe6060 Primacy Parkway STE 203Memphis TN 38118
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6161
Modification of Reporting
New reporting requirements for Customer Service Log
● Identification of In-House vs. Customer list processing
● Frequency of processing
● October 1, 2011 implementation date
NCOALink®
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6363
COAlert™ Allows mailers to pre-screen their addresses for
Move Update impact assessment prior to mailing using change-of-address data for months 1 - 18● Uses standard name matching logic mode● Flags old-side addresses (no new address
information is provided)● Assess similarity of names received in ACS COA
notices relative to MERLIN name matching● Beta testing scheduled March – May 2010
Current beta testers – 2
● Licensing structure and Pricing being determined
New Developments
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6464
Electronic Product Fulfillment
Download AIS Products, Licensed Products Pilot testing in progress
● NCOALink® beta testers Full Service – 6 Limited Service – 1 End User – Under Development
● Download Time – approximately 15 minutes● File Size – approximately 4.7 gigabytes● Available by October 1, 2010
New Developments
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6565
Other Developments New Guide to Move Update
● To be posted to RIBBS Move Update page● Undergoing final internal review
ZIP Code Changes
● Scheduled for June 2010● N. Florida District 32065 to 32073 (618 deliveries impacted)● Seattle District 98205 to 98258 & 98201 (4377 deliveries impacted)● Arizona District 85374 to 85378 (4388 deliveries impacted) ● Greater MI District 49684 to 49685 (7061 deliveries impacted)● Greater MI District 49686 to 49696 (3629 deliveries impacted)
● New ZIP Code 93737 for Fresno CA
- 93727 to new ZIP 93737 (1156 deliveries impacted)
New Developments
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6767
FASTforward® Continuity Strategy Reminder
Effective June 30, 2010● USPS® will no longer provide FASTforward hardware support
for USPS-supplied FASTforward systems Effective June 30, 2011
● USPS will no longer accept or process new applications for FASTforward licenses. Current licensees will continue to receive FASTforward data updates and will be allowed to renew their licenses
June 30, 2012● Target date for the discontinuation of all FASTforward
software and data fulfillment. Current licensees will not be able to renew their FASTforward licenses after this date
FASTforward®
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6868
USPS® Issued FASTforward® Systems
Effective July 31, 2009, all FASTforward licensees began receiving 18-month COA data.
Implementation Date ● USPS-Supplied – April
1997● Licensee Provided Equipment – April 15, 2009● NCOALink® Mail Processing Equipment– July 30, 2008
USPS System Return Policy When Upgrading to FASTforward LPE or NCOALink® MPE● Licensees must return the USPS issued
FASTforward system to the USPS prior to successful completion of LPE or MPE certification
FASTforward®
®
6969
Deployment Update
387 Systems Currently Certified● USPS-Supplied – 259● Licensee Provided Equipment – 102● NCOALink® Mail Processing Equipment – 26
113 Systems Currently in Certification Process● USPS-Supplied – 0● Licensee Provided Equipment – 85● NCOALink® Mail Processing Equipment – 28
Current Licensee Provided Equipment Back-Up Systems● Active – 8● Certifications in process – 38
FASTforward®
®
7070
FASTforward® Move Update Notification
Active FFMUN Accounts – 9,381
FFMUN Records Processed
• July 08 – February 2009 – 1,872,862• July 09 – February 2010 – 99,813,987
FASTforward®