COPYRIGHT

This PowerPoint is for the sole use byTACA.

Not to be reproduced or distributed to any other person

or entity without permission of Jim Coté of

The Master’s Touch, LLC.

How to Maximize your Postage Savings

Postage – Is it Universal?

HOW TO GET TAX STATEMENT TO YOUR TAXPAYER?

Option A : US Postal ServiceOption B: Electronic Delivery –

“eNotices”

WHAT IS THE MOST EXPENSIVE PART of Traditional Mail

• Software/Data Processing – 5%• Envelopes – 5%• Forms – 5%

• Imaging & Mail Preparation – 15%

• Postage – 70%

How to save $ with Mail

Which Category do you focus on for Cost Savings?

Postage, of Course! How?

Postage is same anywhere in the U.S. –Right?

NO!

WHAT IS YOUR POSTAGE RATE?

Who decides which of these rates you will pay for postage?

WHO DECIDES WHAT YOU PAY FOR POSTAGE?

YOU? USPS? _____?

THE POST OFFICEDOES NOT DECIDE!!

Post Office?

No!Then How/Who?

WHO DECIDES WHAT YOU WILL PAY FOR POSTAGE?

• USPS does NOT determine your total postage on a bulk mailing

• USPS decides only the parameters, i.e. the range of rates, your mail is eligible for.

WHO DECIDES WHAT YOU PAY FOR POSTAGE?

Mail Service Preparer Determines

Your Postage

Postage Rate Changes

Last postage changeJanuary 27, 2019

When is next rate change?????

30 – 60 days’ notice!

Postage Rate Changes

1. What Postage rate do you pay?2. What is your average postage rate?

WHAT IS THE INTELLIGENT MAIL BARCODE RATE

The 2ND OUNCE?

FREE! (IF Prepared for automation)!

WHAT IS THE INTELLIGENT MAIL BARCODE RATE

The 3rd OUNCE?

FREE! (IF Prepared for automation)!

The Lowest Postage!

Are you getting the lowest postage rates for your mailings?

The Lowest Postage

Requirements for Lowest Rates:• Validate Address – recognized by USPS• Move Comply – validate Current Address• Use USPS approved IMb postal barcode• Prepare Mailing per full service standards

#1 – Validate Address (CASS):Insure mailing address is

COMPLETE & CORRECT

Current & Future Requirements

WHAT MAKES AN ADDRESSCOMPLETE & CORRECT?

An accurate delivery point number – ‘1142’ A correct suffix – Rd, St, Ave, Blvd, etc. A correct directional – N, E, S, NW, etc. A complete apt or ste designator A correct city, state, or country An accurate zip+4

EXAMPLES OF BAD ADDRESSES

!142 W Main St (Exclamation instead of 1) 751 NO Directional Rd. 787 NOSPACE Drive Incorrect Unit designation 35/211 vs. 35-211 Zip code ‘2414’ – missing leading Zero An accurate zip+4 – Never assume the PO

Box number is the plus 4

Non-CASS certified addresses =

Undeliverable mail returned to you

The Cost of Bad addresses

CASSCODING, ACCURACY, SUPPORT, SERVICE

• CASS validates that the address is complete and correct

• It does NOT validate the address is CURRENT!

#2. Comply w/USPS Move UpdateMake sure address is current! Moved – new address is … Moved – left no forwarding address Moved – Forwarding time expired (12+ Months)

Future & Current Requirements

TO ELIMINATE RETURN MAIL& QUALIFY FOR DISCOUNTS

Did the Addressee File COA?To Qualify for discounted postage!

• You must mail to the new address • Move update required within 95 days of

mail date.

MOVE UPDATE PENALTYFOR AUTOMATION MAILING

Move Update required since 2008Penalty started January 4, 2010

Penalty = 7 cents per mail piece

NCOALINK

NCOALink• Best Pre-Mail Method

• Get new address within 18 months of move

• (Even Better NCOA– 48 months!)

TO ELIMINATE RETURN MAIL& QUALIFY FOR DISCOUNTS

• Every mailing has moves – 1 - 3%• Are you being notified of moves?

If not then:1. Mail is sent to new address w/out knowledge2. Mail is returned to you as undeliverable3. Your mail is incurring a 7 cent penalty

To Obtain lowest postage!

#3. You MUST use IMb Barcode

YOU MUST HAVE A USPS APPROVED BARCODE!!

January, 2013 (Postnet Gone)

NEW REQUIRED Intelligent Mail Barcode(IMb):

Barcode ID, Optional

Endorsement LineService Type, ACS

or ConfirmMailer ID Serial Number Delivery Point ZIP

Optional

“700” First-Class Mail“702” Standard“703” Periodicals“706” Bound Material

USPS Assignment:“900000066”

Mailer Assigned Piece ID:“00023” Jane Doe

6449 Amberview CtMemphis, TN 38141-

8346

Intelligent Mail Barcode

Obtaining lowest postage

#4. Prepare Mail according to USPS “Full Service”Required Standards

What is a “Full Service” Mailing?

1. Every Mail piece requires unique serial # (remain unique for 45 days)

What is a “Full Service” Mailing?

2.Every Mail tray requires unique tray ID # -(remain unique for 45 days)

What is a “Full Service” Mailing?

3. Only Electronic Documentation AcceptedThe USPS is going paperless!

What is a “Full Service” Mailing?

Included in Electronic Documentation is:• Total # of mail pieces presented• Total # of trays of mail & how many in each tray• Which zip code destination for each tray• Which serial numbered mail pieces in each tray

Patty Jones – Tray 73, Piece #7

BASIC IMb (No PieceID)Loses Eligibility forPOSTAGE DISCOUNTS

BASIC SERVICE IMb WILL SUNSET

WHEN?BASIC SERVICE IMb

WILL SUNSET

JANUARY 26, 2014

Any time! – With 30 - 60 days notice!ONLY FULL-SERVICE IMb Mail

WILL GET POSTAGEDISCOUNTS

BASIC SERVICE IMb WILL SUNSET

FULL SERVICE WHEN MANDATED

Full Service Intelligent Mail Will get postage as low as 38 cents*

(*for 5 digit presort first class)

Basic Service Intelligent Mail will get 45.9 per mail piece (once mandated)

Difference is 7.9 Cents

Benefit Of FULL-SERVICE?

IMb Trace • Know when each mail piece was first

processed by USPS• Know when each mail piece was delivered!• Know when your customer returns payment

Do you ever hear…“I never received my statement”

Full Service IMb with IMb Trace will

Eliminate those excuses!

OUT FOR DELIVERY

DATE SCANNED TOTAL04/11/15 10204/12/15 1137604/13/15 566204/14/15 6604/15/15 6

IN HOME DELIVERY EN ROUTE

Barcode IM barcode Digits User id Last Scan Date and Time

35211691900 00270201109601149730 129-10460-00 HIBBETT SPORTING GOODS INC 2015-04-13 17:36:38.0

33028315271 00270201109601149634 020-00299-00 MERCADO BRUNILDA 2015-04-15 10:47:37.0

78654364007 00270201109601150721 001-00162-00 KOESTER ARLENE A TRUSTEE 2015-04-13 17:34:27.0

42629674665 00270201109601149785 029-40400-00 PHILLIPS RONALD R 2015-04-15 06:47:41.0

92399196617 00270201109601150863 029-53056-00 WHITE MARJORIE SHAFFER 2015-04-13 17:34:43.0

Sheet1

Barcode IM barcode Digits User id Last Scan Date and Time

3521169190000270201109601149730129-10460-00 HIBBETT SPORTING GOODS INC2015-04-13 17:36:38.0

3302831527100270201109601149634020-00299-00 MERCADO BRUNILDA2015-04-15 10:47:37.0

7865436400700270201109601150721001-00162-00 KOESTER ARLENE A TRUSTEE2015-04-13 17:34:27.0

4262967466500270201109601149785029-40400-00 PHILLIPS RONALD R2015-04-15 06:47:41.0

9239919661700270201109601150863029-53056-00 WHITE MARJORIE SHAFFER2015-04-13 17:34:43.0

Is this a Full Service Intelligent Mail Barcode?

?Who knows?

How Do You Verify?

FUTURE OF MAIL!~1. MUST prepare “full service”

Automatically includes• CASS validate• Move Update• IMb barcode

FULL SERVICE BENEFITS

1. Lowest Postage allowed!2. 2nd and 3rd ounce Ounce Free!3. USPS Move updates at no charge!4. Track each mail piece to verify delivery by postal carrier!

ALTERNATIVE TO USPS

Option B: Electronic Mail

E - STATEMENT

Getting statement information to the

customer without using paper

E - STATEMENT

1. Statement is attached to an e-mail OR

2. E-mail alert is sent to customer indicating their statement(s) can be viewed on:

• Your website or• On 3rd party website

ELECTRONIC MAIL

CONTINUES TO GROW

TRENDS FOR E - STATEMENTS

Recent Survey Shows Consumers Receive Bills and Statements -• 55% via print only.• 18% via print and electronic• 27% via electronic billing only

Rev. 07.2015

THANK YOU!!

Questions – Webinar?JIM COTÉ - PRESIDENTThe Master’s Touch, LLC

1405 N Ash St Spokane, WA 992011-800-301-1347

masters@themasterstouch.comwww.themasterstouch.com

COPYRIGHTPostage – Is it Universal?How To get Tax Statement to your taxpayer?WHAT IS THE MOST EXPENSIVE PART of Traditional MailHow to save $ with MailWhat is your postage Rate?WHO DECIDES WHAT YOU PAY FOR POSTAGE?THE POST OFFICE�DOES NOT DECIDE!!WHO DECIDES WHAT YOU WILL PAY FOR POSTAGE?WHO DECIDES WHAT YOU PAY FOR POSTAGE?Postage Rate ChangesPostage Rate ChangesSlide Number 13Slide Number 14The Lowest Postage!The Lowest PostageSlide Number 17What makes an address�COMPLETE & CORRECT?Examples of Bad addressesSlide Number 20CASS�CODING, ACCURACY, SUPPORT, SERVICEFuture & Current Requirementsto Eliminate Return Mail& Qualify for DiscountsMove update Penalty�For Automation Mailing NCOALINKto Eliminate Return Mail& Qualify for DiscountsTo Obtain lowest postage!YOU MUST HAVE A USPS APPROVED BARCODE!!Slide Number 29Obtaining lowest postageWhat is a “Full Service” Mailing?What is a “Full Service” Mailing?What is a “Full Service” Mailing?What is a “Full Service” Mailing?Slide Number 35Slide Number 36Slide Number 37Slide Number 38Full Service �When MandatedBenefit Of FULL-SERVICE?Slide Number 41Slide Number 42Slide Number 43Slide Number 44Future of Mail!~Full Service BenefitsAlternative to USPSE - STATEMENTE - STATEMENTELECTRONIC MAILTRENDS FOR �E - STATEMENTSSlide Number 52THANK YOU!!