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Address ValidationToolsFederal Mail Education ForumJune 3, 2015Angela Lawson – Manager, Address Quality ProgramsUnited States Postal Service 1
Overview Why validation matters What is a quality address Address validation tools CASS AEC/ AECII Change of Address Secure Destruction Pulling it all together2
America is Growing1.07 million new addresses created in FY14
Why Address Validation Matters Address Validation is one of the key componentsto your mailing process Addresses that do not validate areat risk of non-delivery Addresses need to be Complete Correct Current4
Address Quality Complete the address Leverage software and data to provide the missinginformation ZIP 4 , street name, directional, primary andsecondary numbers, city, state Correct the address Verifies address is deliverable Corrects misspellings Ensures the city, state, and ZIP Code are correct Keep the address current Person, family, or business moved Municipality introduced changes5
Common Address Quality ProblemsPhysical Address Undeliverable As Addressed (UAA)ACME PRODUCTS4759 WESTERN STNEW YORK NY CARL SHULERLARK STSTAPT3A1414LAKEAPT3A1914BOXPO60614-1910CHICAGO IL 60614-190522613456Missing Apt orSte er48Missing RR orBox Number47IncorrectStreet Name6
Address Quality FoundationUpdateValidateStandardize7
Address Quality ProductsUpdateValidateStandardize8
CASS Product USPS certified benchmark Sets minimum performance standards forcommercial ZIP 4 address matching software Developers must pass USPS test for CASS certification CASS Vendor t Address matching software attempts to matchaddresses against range-based records onUSPS ZIP 4 files Provides carrier route assignment Pre-Mailing process9
CASS Product Return CodesCASS Certified software products return codes indicatingaddress assignment10Invalid Address22Multiple Responses11Invalid City/State/ZIP23Error in Primary12Invalid State31Single Response13Invalid City32Default Response17Insufficient Data33Non-deliverable21Address Not Found10
CASS Product Return CodesCASS Certified software products return codes indicatingaddress assignment10Invalid Address22Multiple Responses11Invalid City/State/ZIP23Error in Primary12Invalid State31Single Response13Invalid City32Default Response17Insufficient Data33Non-deliverable21Address Not Found11
DPV / DSF2 Incorporated into CASS Certified Address Matchingsoftware Confirms the existence of a specific delivery point in AMS Identifies additional information about that address commercial mail receiving agency Helps identify vacancies Helps to reduce UAA100 MAIN STANYTOWN TN 38138-6038Confirmed104 MAIN STANYTOWN TN 38138-6038 Not Confirmed12
DPV / DSF2 Footnote CodesAAInput Address Matched to the ZIP 4 fileP1Input Address RR or HC Box number invalidA1Input Address Not Matched to the ZIP 4 fileP3Input Address PO, RR, or HC Box number invalidBBInput Address Matched to DPV (all components)RRInput Address Matched to CMRA and PMBdesignator present (PMB 123 or #123)CCInput Address Primary Number Matched to DPVbut Secondary Number not Matched(present but invalid)R1Input Address Matched to CMRA but PMBdesignator not present (PMB 123 or #123)N1Input Address Primary Number Matched toDPV but Address Missing SecondaryNumberF1Input Address Matched to a Military AddressM1Input Address Primary Number MissingG1Input Address Matched to a General DeliveryAddressM3Input Address Primary Number InvalidU1Input Address Matched to a Unique ZIP CodeOn footnotes of F1, G1 and U1 move “Y” to the DPV return code and spaces to all other flags.13
DPV / DSF2 Footnote CodesAAInput Address Matched to the ZIP 4 fileP1Input Address RR or HC Box number invalidA1Input Address Not Matched to the ZIP 4 fileP3Input Address PO, RR, or HC Box number invalidBBInput Address Matched to DPV (all components)RRInput Address Matched to CMRA and PMBdesignator present (PMB 123 or #123)CCInput Address Primary Number Matched to DPVbut Secondary Number not Matched(present but invalid)R1Input Address Matched to CMRA but PMBdesignator not present (PMB 123 or #123)N1Input Address Primary Number Matched toDPV but Address Missing SecondaryNumberF1Input Address Matched to a Military AddressM1Input Address Primary Number MissingG1Input Address Matched to a General DeliveryAddressM3Input Address Primary Number InvalidU1Input Address Matched to a Unique ZIP CodeOn footnotes of F1, G1 and U1 move “Y” to the DPV return code and spaces to all other flags.14
DPV TablesDSF2 TablesAAddress TableAAddress TableCCMRA (Commercial Mail ReceivingAgency)BBusinessCCMRA (Commercial Mail ReceivingAgency)DDrop AddressEEducationalFFalse Positive (Integrity)LLACSPPBSA (PO Box Street Address)SSeasonalTThrowbackVVacantXNo-stat (address not counted fordelivery)FFalse Positive (Integrity)PPBSA (PO Box Street Address)VVacantXNo-stat (address not counted for delivery)15
LACSLink Incorporated into CASS Certified Address Matchingsoftware Converts addresses that are changed by local governments Rural route to street style conversion Renumbering changes Street name changesOld StyleNew StyleRR 5 Box 2345471 Apple Drive471 Main St1471 Main St987 Edgewater Dr987 Waterways BlvdDelivery point remains the same and the residents have notmoved, but the address has been changed.16
LACSLink Return CodesALACSLink Record Match – The input record matched to a record in the master file. A new addresscould be furnished.00No Match – The input record COULD NOT BE matched to a record in the master file. A newaddress could not be furnished09LACSLink Record Match: Highrise Default – The input record matched to a record in the masterfile, but the old address is a high-rise default.14Found LACSLink Record: New Address Would Not Convert at Run Time – The input recordmatched to a record in the master file. The new address could not be converted to a deliverableaddress92LACSLink Record: Secondary Number Dropped from Input Address – The input record matched toa master file record, but the input address had a secondary number and the master file record didnot. The record is a ZIP 4 street level or high-rise match17
SuiteLink Product Improves address assignments tobusiness addresses by addingknown secondary (suite) numbers Provided a business name and anassociated ZIP 4 coded addressmatches to a high-rise default, theSuiteLink process will return theappropriate suite number whenavailable18
SuiteLink Return CodesASuiteLink Record Match – The input record matched to a record in themaster file. An improved business address could be furnished.00No Match – The input business name and/or address COULD NOT BEmatched to a record in the master file.19
Address Quality FoundationUpdateValidateStandardize20
AEC & AEC II AEC provides a crucial “last resort” approach tostubborn addresses USPS service to help correct addresses that CASSCertified software cannot fix Resolves physical address deficiencies Costs 21.00 per thousand Average correction rate - 38% Pre-Mailing process21
AEC & AECII Service AECII expands AEC processing Leverages Delivery ForceKnowledge for addressesthat AEC cannot correct AEC II cost - 0.32 per record Average: 85% resolution rate Average: 51% correction rate22
Address Quality ProductsUpdateValidateStandardize23
NCOALink USPS licensed product using address change informationwhen individuals or businesses inform the USPS of theirmove Provides electronic Change-of-Address information Average correction rate(with new address) – 3.41% Three different license types Variable costs Pre-Mailing process24
NCOALink Service A pre-mailing Move Update method leveraging USPS provided data Data delivery from USPS to certified licensees Four levels of usage for certified licensees: End User Mailer(18 months of data updated monthly) Limited Service Provider(18 months of data updated weekly) Mail Processing Equipment(18 months of data updated weekly) Full-Service Provider(48 months of data updated weekly)25
NCOALink Footnote Codesfor Matching RecordsAMatchCOA Match: The input record matched a COA record.91MatchCOA Match: Secondary Number dropped from COA.92MatchCOA Match: Secondary Number dropped from input address.01MatchFound COA: Foreign Move. Foreign Move. The customer hasmoved to a foreign address.02MatchFound COA: Moved Left No Address (MLNA). The input recordmatched a COA record, but there was no new address provided.MatchFound COA: Box Closed No Order (BCNO). The input recordmatched a COA record, but the PO BOX has been closed and noforwarding addresses was provided.0326
NCOALink Footnote Codes forNon-Matching Records00No Match The input record did not match a COA record.04No Match06No Match There is more than one COA record and the middle names are different.07No Match There is more than one COA record and the genders are different.08No Match The input record matched two COA records.09No Match The input record matched a COA record from a high-rise address.10No Match The input record matched a COA record for a rural or highway contract route.11The input record matched a COA record with the same surname and address,No Match but there is insufficient name information on the COA record to produce amatch.19There is a change of address on file but the new address cannot be ZIP 4No Match coded. The new address cannot be confirmed on DPV or the new address istemporary.Family match to a COA with a secondary address, but no secondary addresswas provided on input.27
ANKLink Service A valuable add-on to NCOALink Limited Service Providersand End User Mailers Provides an indicator that a move may have occurred inmonths 19 through 48 Does not contain the actual new address Allows for more value out of move update processing Only the flagged addresses need to be sent to a48-month NCOALink Full-Service Provider28
ACS Provides electronic notices for undeliverable mailpieces Change-of-address (COA) Other reasons for non-delivery Traditional ACS , OneCode ACS or Full-Service ACS Requires an ancillary service endorsement Can reduce costs associated with manual returnsand manual keying of data Centralized fulfillment option (SingleSource) Post-Mailing process29
ACS Return CodesKCustomer has moved and left noforwarding addressM No mail receptacleNNo such numberGCustomer’s P.O. Box has beenclosed and no forwarding address wasfiledPDeceasedQNot deliverable as addressed / unable toforwardRRefusedSNo such streetUUnclaimedVVacantXNo such officeWMatched with a COA order for atemporary change of addressAAttempted, not knownBReturned for better addressDOutside delivery limitsEIn disputeIInsufficient addressLIllegible30
ACS Service Participants include an identification code on mailpieces andreceive the change-of-address data directly from the USPS Example of participant code and keyline#BWNFXZT#P123456789 2572X7 #JOHN E SMITH916 N 5TH ST APT 3SPRINGFIELD IL 62702-5288ACS participant codeprovided by Postal Service ACS key line provided by themailer for nixiesInformation contained inbarcode (MID, STID, keyline)31
STID CharacteristicsWhat is a Service Type ID? The Intelligent Mail barcode allows the 3-digit Service TypeID field to contain information that USPS uses to meet yourbusiness needs by requesting extra services These services include: Mail piece disposition if undeliverable Address correction options IMb Tracing Secure Destruction32
Secured DestructionIf we can’t cut the volume, we can cut the cost! Reduces USPS costs ofreturning First-Class UAA mail 0.43 per piece to return 0.11 to waste Potential to reduce mailer costsassociated with handling anddestroying returned mailAsk yourself: Do you really need the mailpiece back?You can trust the USPS to securely destroy your mailpieces.33
1Code address via CASSCertifiedTM address matchingsoftware withDPV and LACSLink 243Did the addressDPV Confirm?Y/NNOBad addressfixed/ZIP 4 coded?Send badaddressesto AEC/AEC II YES6789NOUpdate movers (NCOALink)(pre mailing process)YES5ACSTMApplytomail piece (post mailing process)Suppress badaddresses frommailing listMailUpdate address list withnew ACS information34
Summary The quality of your address data directly affects thedeliverability of your mail! USPS provides an extensive suite of Address Qualityproducts and services; check out ribbs.usps.gov. USPS is committed to continuous address hygieneimprovements to enhance the value of mail.35
For More Informationribbs.usps.govNational CustomerSupport Center1-800-238-315036
Thank You!37
GlossaryDPV –LACS –Identify inaccurate or incomplete addressesLocatable Address Conversion System. Automated process ofobtaining new address when the address has been changed bythe local planning authority or building managementSuiteLink – Improves address assignments to business addresses by addingknown secondary (suite) numbersAEC –Address Element Correction. Corrects and standardizes addresselements on the worst addresses not resolved by CASS NCOA – National Change of Address. Aids mailers in identifying addresschanges before mail enters the mail streamANK –Attempted Not Known. For NCOALink limited service providersand end user mailers. ANKLink is an enhancement to the existing18 month NCOALink product. ANKLink provides an additional 30months of COA information.ACS – Cost effective means of obtaining accurate change of addressinformationUAA –Undeliverable As Addressed38
Who Must Use Move Update? Presorted or Automation discounts for First-Class Mail Standard Mail discounts Addresses on mailpieces updated using an approvedmethod within 95 days prior to the mailing date First-Class Mail or Standard Mail mailpieces withexceptional or an alternative address format are not requiredto meet Move Update (mail is not forwarded) Or Current Resident Postal Customer39
“Default” Undeliverable Mail Treatment The default treatment for First-Class Mail is to forward orreturn it with no additional postage paid and no separateaddress correction notice Periodicals are forwarded for 60 days and an addresscorrection is sent after 60 days (PS Form 3579). Any furtherpieces are discarded. If Nixie, a notice is sent every time. Standard Mail and Bound Printed Matter is discarded withno notice to the mailer Standard Post, Parcel Select, Media Mail, and Library Mailare forwarded to the addressee as Postage Due. Nixies arereturned, forwarding (if appropriate) and return postage ischarged.40
Address Service Requested Option 1 Forward if possible, return if not Available with Manual or ACS notice for forwarded piecesonly Requires weighted fee for returned Standard Mail Option 2 – Available via ACS only Forward if possible, return if not ACS notice provided for forwarded and returned pieces Requires weighted fees for returned Standard MailThe weighted (per piece) fee is the First-Class Mail or PriorityMail single-piece price, plus any nonmachinable surchargemultiplied by 2.472; rounding any fractions to the next whole cent.So:49 x 2.472 1.2241
Change Service Requested Option 1 All UAA mail is discarded Available with Manual or ACS Except: First-Class Mail requires ACS! Option 2 – Available via ACS only Forward if possible, all others discarded ACS notice provided for both Currently only available for First-Class Mail. Soon to be available for Standard Mail letters & flats &Bound Printed Matter with an IMb .No Weighted Fee!42
Return Service Requested Option 1 Manual Service Type ID & print the endorsement All UAA mail is returned to sender No separate notice provided First-Class Mail returned at no additional charge Standard Mail returned at First-Class Mail singlepiece price Option 2 – Available via ACS only All UAA mail is returned to sender at prices above ACS notice also provided43
Temp - Return Service Requested Option 1 – First-Class Mail ONLY Manual Service Type ID & print the endorsement Permanent COA & UAA mail is returned to sender First-Class Mail returned at no charge Temp COA - mail is forwarded – no notice provided Option 2 – Available via ACS for First-Class Mail ONLY Permanent COA & UAA mail is returned to sender at nocharge ACS notice also provided Temp COA - mail is forwarded – no notice provided44
Forwarding Service Requested Option 1 Forward if possible, return if not Reason for UAA provided only if returned This is the same as the ‘default’ treatment for First-ClassMail Not recommended for Standard Mail Requires weighted fee for returned Standard Mail Not available with ACS Does not meet Move Update standardsThe weighted (per piece) fee is the First-Class Mail or PriorityMail single-piece price, plus any nonmachinable surchargemultiplied by 2.472; rounding any fractions to the next whole cent.So:49 x 2.472 1.2245
STID Informationribbs.usps.gov/stids46
Table of STIDs47
STID Characteristics Mail Class First-Class Periodicals Standard Package Services Mail Entry Option Full-Service Basic Non-Automation IMb Tracing Barcode scans that provide status information of amailpiece This discussion addresses Destination IMb Tracing48
STID Characteristics UAA Disposition Forward Return Discard Address Correction Type, if any None Hardcopy ACS OneCode ACS Full-Service ACS Traditional ACS (#B - - - - - -)49
What is Move Update?Move Update describes the process of periodicallymatching a mailer’s address records with customerfiled Change-of-Address orders received andmaintained by the Postal Service Move Update Fewer Forwarded and Returned Mailpieces50
Move Update Methods NCOALink - including both pre-mail NCOALink processing systems andthe physical mailpiece processing equipment system: Mail ProcessingEquipment (MPE). ACS Applicable ancillary service endorsements under 507.1.5.1 or507.1.5.3, except “Forwarding Service Requested.” Just printing theendorsement on the piece does not meet the requirement! For First-Class Mail , and First-Class Package Service only: MailerMove Update Process Certification and USPS -approved alternativemethods for mailers with legitimate restrictions on incorporating USPSsupplied change-of-address information into their mailing lists.51
Address Quality Complete the address Leverage software and data to provide the missing information ZIP 4 , street name, directional, primary and secondary numbers, city, state Correct the address Verifies address is deliverable Corrects misspellings Ensures the city, state, and ZIP Code are correct
