® 1 Partnership In Tomorrow March 30, 2010 United States Postal Service ® National Customer...

®

1

Partnership In Tomorrow

March 30, 2010

United States Postal Service®

National Customer Support CenterMemphis, TN

®

2

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

®

3

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

®

4

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

®

5

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

®

6

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.

®

7

CASS™/MASS™ Cycle N – Fee Schedule

®

8

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

®

9

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?

®

10

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.

®

11

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

®

12

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.


®

13

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


®

14

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

®

15


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


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

®

16


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


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

®

17

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


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


®

18

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

®

19

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™

®

20

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.

®

21

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

®

22

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)

®

23

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


Match in Unique ZIP Code

(2.12)


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

®

24

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

®

25

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.

®

26

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

®

27

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

®

28

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

®

29

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

®

30

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

®

31

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

®

32

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

®

33

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

®

34

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.

®

35

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


®

36

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



Input: John DoeGeneral DeliveryOklahoma City OK

Output: JOHN DOEGENERAL DELIVERYOKLAHOMA CITY OK (NO-MATCH)


®

37

CASS™/MASS™ Cycle N

Intelligent Mail® Barcode (or IMb™)

®

38

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

®

39

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.

®

40

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

®

41

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

®

42

Please direct any feedback or questions you might have about

today’s presentation to:

[email protected]

®

43

Partnership In Tomorrow

Questions?

®

4444

NCOALink®

®

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

®

46

RPW & UAA Volume Trends FY08 vs FY09All Mail Classes

46

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

®

4747

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


®

484848

Move Update VerificationsNov 16, 2009 – March 14, 2010


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%

®

494949

Move Update Verifications


®

505050



®

515151



®

5252

Performance and Reporting Requirements

NCOALink®

®

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®

®

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®

®

5555

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®

®

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®

®

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®

®

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®

®

5959

Technical Issues

NCOALink®

®

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

®

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®

®

6262

New Developments

®

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

®

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

®

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

®

6666

FASTforward®

FASTforward®

®

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®

®

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®

®

7171

Thank You

Partners in Tomorrow

® 1 Partnership In Tomorrow March 30, 2010 United States Postal Service ® National Customer...

Documents

Transcript of ® 1 Partnership In Tomorrow March 30, 2010 United States Postal Service ® National Customer...