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Move Update

August 2009

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Move Update Effective Nov. 23, 2008

Increased frequency of Move Update from 185 days to 95 days for First-ClassMail® Presorted mailings

Move Update required for all mailpieces claiming Standard Mail® prices (letters, flats, parcels and Not Flat-Machinables)

To meet the Move Update standard, mailers must be using addresses that have been updated using an approved method within 95 days prior to the mailing date

First-Class Mail or Standard Mail mailpieces that use an alternative address format are not required to meet the Move Update standard

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Move Update Verification

Signature on the postage statement by either the mail owner or mailing agent certifies compliance

Postage statements indicate Move Update method

Mailers must record Move Update method

Move Update reports furnished at sites with MERLIN

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Postage Statement Move Update Method Checkbox

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PBV is a Intelligent Verification model

Integrated with PostalOne!

Prompts clerks to perform verification based upon:

» Past verification history of mailer

» Verification labor costs

» Estimated cost avoidance or additional Postage Collected

PBV deployed to all PostalOne! acceptance sites since March 2009

With MERLIN enables Move Update verification and reports

Performance BasedVerification

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PBV Verification Modes

» Staged

» Continuous

Performance BasedVerification

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An environment where the mail has been completed and staged for verification by the USPS

The postage statement is presented with the mailing

Mailings inducted at BMEs and some DMUs typically fit this profile

Staged Mailing Environment

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An environment where mailers produce mail over a period of time, which is then released for transport at varying intervals

The postage statement is presented at the end of mail production

USPS clerks must determine verification needs prior to receiving postage statement

Verifications are performed prior to the arrival or processing of postage statements

Additional postage for failed verifications is based upon postage statement information for the selected sample or on alternate agreement with the mailer

Continuous Mailing Environment

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Electronic data file Contains name,

address and barcode (if available)

Sample extracted from the mailing is

processed on MERLIN

Mailpiece ID can be used to identify anypiece found as an

error.

Move Update Verification Process

BME clerk selectssample mailpieces

for MERLIN verification

The NCSC performs a Move Updatevalidation

Move Update Verification results

are displayed in PostalOne!

Results forwardedto PostalOne!

Mailpieces are run on MERLIN,

data file sent to NCSC

PBVTriggers

Verification

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Reports

“Guide to Accessing Move Update Reports” on RIBBS

Two Report Formats:

» Move Update worksheets: near real time reports during acceptance by mailing or VRSR

» Move Update Microstrategy Reports: analytical reports updated nightly and aggregated across mailings (work in progress)

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Access Move Update Reports

Navigate to usps.com

Access “Business Customer Gateway” at the bottom of the page

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Access Move Update Reports

Login using the assigned username and password

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Access Move Update Reports

After successful login, access “Mailing Reports (PostalOne!)”

Click Mailing Reports

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Access Move Update Worksheets

On the Manage Mailing Activity page, click on “View Transactions”

Click View Transactions

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Access Move Update Worksheets

MU = Move Update On the Transaction Search Results, look for “MU” (for Move Update) under Verifications

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Move Update Worksheet (Today)

General (Mailing and MERLIN) Information is presented on the top portion (not shown on the screenshot)

Summary Move Update Information

Detailed Piece Information

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Move Update Worksheet (New November 2009)

Range “Between 95 days to 13 months” is eliminated

FASTforward will be in the “Between 95 days and 18 months” range

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Move Update Worksheetsfor Continuous DMUs

Continuous DMU customers may access the dashboard to locate the Move Update worksheets that are associated to the VRSRs

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Move Update Worksheetsfor Continuous DMUs

From the dashboard, click on “View Verification Results” – this is a DMU-only functionality

Click on ‘View Verification Results’

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Move Update Worksheetsfor Continuous DMUs

Under Verifications column, click on “MU” (for Move Update) to access the worksheet

Results are immediately available after the MERLIN runs are complete

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Access the MicroStrategy Reports

On the Manage Mailing Activity page, click on “Mail Quality Reports”

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Access the MicroStrategy Reports

On the Micro-Strategy landing page, select “Shared Reports”

In Shared Reports, select “Mail Quality Report”

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Access the MicroStrategy Reports

In the Mail Quality Reporting, select “Address Quality Report”

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Access the MicroStrategy Reports

In the Address Quality Report prompt, be sure to select “All Areas” as the Location filter (additional filter such as Date Ranges and Mail Classes can also be specified)

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Access the MicroStrategy Reports

Once the report is displayed, access to more detailed information can be accomplished by “Drilling”

Users may drill to detailed level for all facilities or select a facility of interest to narrow down the data

FacilityMetrics

Total Pieces Sampled

Total Pieces with Move Update Issues

Facility One 37,079 26

Facility Two 14,273 2

Facility Three 18,362 1

Total 69,714 29

Right-click to drill

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Access the MicroStrategy Reports

On the Issues Breakdown level, users will see the total pieces in each range, and can drill down further to the Piece Detail by right-clicking on the facility to bring up the drill menu

Right-click to bring up the drill menu

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Access the MicroStrategy Reports

On the Piece Detail, users may identify additional information on the pieces that were not updated

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Move Update Verification

Verifications being performed at sites with MERLIN

Threshold effective January, 2010

»Must be more than 5 pieces with COA that were not updated

»Passing score requires 70% or more of the COAs must be updated

»First-Class Mail and Standard Mail assessed at 7 cents for each piece

Current appeal process applies

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Additional Postage Calculation

Only failed pieces above tolerance pay fee»If 40% of COAs not-updated»Additional postage applied to 10% (= 40% - 30%)

of mailing»Fee is $0.07 for both First-Class and Standard Mail

» »

Failed COAs

Total COAs-- 30% ] * .07 * (pcs in mailing)[

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Move Update for Combined Mailings

Assessment can be targeted to only clients with issues - if there are no more than 3 clients with issues in the mailingPenalty will be re-calculated to be applied to only the clients with issues

» Example: Mailing size is 1,000,000 for 10 clients, only 2 clients were found with Move Update issues

» The 2 clients account for only 5,000 pieces in the mailing

» Move Update penalty will be re-calculated based on only 5,000 pieces in this example

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Move Update for Combined Mailings

A Multi-client Worksheet will be available to assist the calculation of the adjusted penalty

The inputs are the clients description and the pieces for the clients in the mailing

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Move Update Trend

Since the beginning of 2009, the average error rate has decreased every month

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Move Update Training/Awareness

BME Trained on Sharing ReportsBME Sharing Reports with Industry ribbs.usps.gov/ Latest News»Move Update Methods»Move Update Advisement Policy»Guide to Accessing Move Update Reports»Pub 363»FAQs

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Q) What NCOALink® Matching Logic/Rules are Used to Determine Change-of-Address Matches?

A) Standard NCOALink Matching Logic is Used. If the Return Code is A, 91, 92, 2, or 3, it is Considered a Match. All other Return Codes are Ignored. This Means That Any Addresses that are Provided a New Address by NCOALink, and any PO-Box-Closed or Move-Left-No-Address are Considered Matches.

Frequently Asked Questions

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Q) Are Mailpieces With Only a 5-digit Barcode Checked?A) No. If the Mailpiece Does Not Have an 11-Digit

Barcode the Address is Not Checked for Move Update Compliance.

Q) How are Changes-of-Address with Retroactive Move Dates Handled?

A) The Date the Change-of-Address First Became Available, Advanced to the Next NCOALink Product Release Date, Is the Date Used for Evaluating Move Update Compliance.

Frequently Asked Questions

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Q) How are Mailpieces Using Or Current Resident Handled?

A) If a Mailpiece Contains “Or Current Resident” in the Address Block the Address is Not Tested for Move Update Compliance. Note, it is Necessary for “Or Current Resident” to be Contained in the Address Block for MERLIN to Pass it to AQVS.

Q) What if my Customer Has Told Me to Send Mail to an Address That AQVS Determines to be an “Old” Address?

A) If the Mailpiece Continues to Use the “Old” Address Where a Change-of-Address is on Record, it will be Considered Non-Compliant if the Customer Moved More Than 95 Days Ago.

Frequently Asked Questions

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Q) If I Use an Approved Alternative Method, Am I Still Subject to the Address Quality Validation System Review for Move Update Compliance?

A) Yes. Addresses that are Covered by an Alternative Method are Still Checked by the AQVS Process and Information is Fed to PostalOne! for Evaluation. Where an Approved Alternative Method is Used, this Would be Taken into Consideration by the Acceptance Clerk.

Frequently Asked Questions