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Move Update: Are You In Compliance? Audrey Conley, DeWitt Crawford & Angelo Wider United States Postal Service, Address Management National Postal Forum.

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Presentation on theme: "Move Update: Are You In Compliance? Audrey Conley, DeWitt Crawford & Angelo Wider United States Postal Service, Address Management National Postal Forum."— Presentation transcript:

1 Move Update: Are You In Compliance? Audrey Conley, DeWitt Crawford & Angelo Wider United States Postal Service, Address Management National Postal Forum March 2005 – Nashville, TN

2 2.4% Moved 4.1% Apartment # 6.0% Directional / Suffix 0.4% Rural Rt / Box # 5.9% Street Name / # 4.8% ZIP Code / City / State Address Quality Breakout 76.5% 23.6% Errors WHY IS ADDRESS QUALITY IMPORTANT? ADDRESS QUALITY TOOLS

3 NCOA Link ™ National Change of Address Linkage System

4 NCOA Link Replaced NCOA Effective Sept. 30, 2004 Secure Data Set Of USPS Change Of Addresses (160 M - 48 mo., 60 M -18 mo.) Binary Data Format, Unintelligible To Readers Processing Using Logic Defined By USPS Allows Wider Distribution ADDRESS QUALITY TOOLS

5 NCOA Link Utilizes A Secure Hash Algorithm (SHA) ─ Creates A Mathematical Value Unique To Every Name/Address In The File ADDRESS QUALITY TOOLS

6 NCOA Link Consolidated File Containing Over 160 Million Permanent COA Records Database Contains 4 Years Of Change Of Address Information Service Provided To Mailing Industry Via Licensees (Full, Limited, or End User) Customers Can Submit Address List On Electronic Media Or Process In-House ADDRESS QUALITY TOOLS

7 NCOA Link Matching Logic Strictly Controlled By USPS Typical Match Rate Is Approximately 4% Billion Address Records Processed By NCOA Licensees in FY Billion Address Records Updated For Change-of-Address ADDRESS QUALITY TOOLS

8 NCOA Link NCOA Link Expands Mailer’s Accessibility To USPS National Change-of-Address Mailers Can License NCOA Link Product For Use Within Their Native Mail Processing Environment NCOA Link Product Licensing Commenced October 1, 2004 Ask Your Existing Address Hygiene Product Supplier About Their Plans To Market Interfaces To The NCOA Link Product ADDRESS QUALITY TOOLS

9 EXAMPLE OF PREVIOUS NCOA DATA FORMAT OLD SIDE DEWITT CRAWFORD 5891 PLUM VALLEY DR MEMPHIS TN (91) NEW SIDE 512 KING RIDGE DR COLLIERVILLE TN (12) This example represents a typical customer change-of-address. This is also typical of the “text’ representation shown in NCOA. ADDRESS QUALITY TOOLS

10 EXAMPLE NCOA Link CHANGE-OF-ADDRESS DATA OLD SIDE Not present within COA/Link data format NEW SIDE a7 52 f2 22 0a This example represents what a typical customer change-of-address will look like within the NCOA Link Product. ADDRESS QUALITY TOOLS

11 AVAILABLE ANNUAL LICENSES AND PRICING Commercial Distributor License – $25,000 Full Service License – 48 Month Data File – $175,000 – Additional Site License – $87,500 – Weekly Updates ADDRESS QUALITY TOOLS

12 AVAILABLE ANNUAL LICENSES AND PRICING Limited Service License – 18 Month Data File – $15,000 – Additional Site License – $7,500 – Weekly Updates ADDRESS QUALITY TOOLS

13 AVAILABLE ANNUAL LICENSES AND PRICING End User License – 18 Month Data File – $7,500 – Additional Site License – $3,750 – Monthly Updates ADDRESS QUALITY TOOLS

14 FASTforward ®

15 FASTforward - WHAT IS IT? USPS-Licensed Technology That Enables Mailers to Obtain Change-of-Address Prior to Mailing FASTforward System Consists of: – Tamper-Proof Microcomputer System With Defined Interface Protocol – USPS Supplied Matching Software and Encrypted COA Database ADDRESS QUALITY TOOLS

16 FASTforward - VERSIONS AVAILABLE Only one Version Currently Available for Licensing: Multiline Optical Character Readers (MLOCR) & Remote Video Encoding (RVE) – Updates Mailpieces Directly ADDRESS QUALITY TOOLS

17 FASTforward - COMMON FEATURES OF BOTH VERSIONS COA Database With 13 Months of Permanent Change-of-Address Records COA Database Updated Weekly Via CD-ROM FASTforward Licensed Directly to End-User Licensees Are Routinely Audited by the Postal Service to Confirm Proper Use of the FASTforward Technology ADDRESS QUALITY TOOLS

18 FASTforward: EXAMPLE OF AN MLOCR REDIRECTED MAILPIECE JIM WILSON 123 Main St Memphis TN ELM ST DEWITT CRAWFORD MEMPHIS TN COA-ES 1000 SE 17TH ST ADDRESS QUALITY TOOLS

19 Address Change Service (ACS)

20 ADDRESS CHANGE SERVICE (ACS)  Post-Mailing Service That Provides Electronic COA Notices For Mailpieces Undeliverable Due to Customer Move Or Deficient Address (Nixie)  Mailers Apply A Participant Code And An Optional Keyline To Mailpiece  Using ACS Customers Can Reduce Cost Associated With Manual Returns & Manual Keying Of Data  ($.20 For Electronic Returns verses $.70 For Manual)  Centralized Billing ADDRESS QUALITY TOOLS

21 BEFORE MAILING LABEL BEFORE ACS **************** 5-DIGIT #JAN CA3# T CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA Optional Endorsement Line ADDRESS CHANGE SERVICE (ACS)

22 AFTER MAILING LABEL AFTER ACS (In Address Block) #BXBJDCK******** 5-DIGIT #JAN CA3# T CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA Participant Code Keyline ADDRESS CHANGE SERVICE (ACS)

23 ACS PROGRAM ENHANCEMENTS USPS Now Accommodates Printing The ACS Participant Code Directly On The Face Of The Envelope Expanded Service Options –Address Service Requested (Option 2) –Change Service Requested (Option 2) New Fulfillment Options –Electronic Printed Report Option ADDRESS CHANGE SERVICE (ACS)

24 NEW ACS PARTICIPANT CODE PLACEMENT OPTIONS Presorted First-Class Mail U.S. POSTAGE PAID Washington, DC Permit No PRIMACY PKWY STE 201 MEMPHIS TN ADDRESS SERVICE REQUESTED #BXBJDCK On-Envelope ACS Participant Code Keyline Optional ADDRESS CHANGE SERVICE (ACS)

25 NEW ANCILLARY SERVICE ENDORSEMENT OPTIONS * Address Service Requested (Option 2) – Provides Electronic ACS Notification in Addition to Physical Mailpiece Return Change Service Requested (Option 2) – Provides Forwarding for Eligible Mail * New Options Only Available for First-Class Mail Using ACS ADDRESS CHANGE SERVICE (ACS)

26 CUSTOMER NOTIFICATION OPTIONS No ACS Notification No ACS Notification Mailpiece Is Returned With New Address Information Or Reason For Non-delivery Mailpiece Is Returned With New Address Information Or Reason For Non-delivery ACS Notification ACS Notification Mailpiece Forwarded Mailpiece Forwarded Month 1 – 12 Month 13 – 18 Address Service Requested First-Class ADDRESS CHANGE SERVICE (ACS)

27 CUSTOMER NOTIFICATION OPTIONS First-Class ACS Notification ACS Notification Mailpiece Is Not Returned Mailpiece Is Not Returned Month 1 – 18 Change Service Requested ADDRESS CHANGE SERVICE (ACS)

28 CUSTOMER NOTIFICATION OPTIONS ACS Notice Periodicals First Occurrence Forwarding Period Follow-up Notification OPTION 1: DAY 1 60 DaysForm 3579 OPTION 2: DAY DaysACS Notice OPTION 3: DAY DaysForm 3579 ACS Notice OPTION 4: DAY 1 60 DaysNo Form ACS Notice OPTION 5: DAY 1 60 DaysACS Notice OPTION 6: DAY DaysACS Notice ADDRESS CHANGE SERVICE (ACS)

29 CUSTOMER NOTIFICATION OPTIONS No ACS Notification No ACS Notification Mailpiece Is Returned at Weighted Fee Mailpiece Is Returned at Weighted Fee ACS Notification ACS Notification Mailpiece Is Forwarded Mailpiece Is Forwarded Month 1 – 12 Month 13 – 18 Address Service Requested Standard Mail ACS Notification ACS Notification Mailpiece Is Not Returned Mailpiece Is Not Returned Month 1 – 12 Change Service Requested ADDRESS CHANGE SERVICE (ACS)

30 CUSTOMER NOTIFICATION OPTIONS Package Services ACS Notification ACS Notification Mailpiece Is Not Returned Mailpiece Is Not Returned Month 1 – 12 Change Service Requested No ACS Notification No ACS Notification Mailpiece Is Returned With New Address Information or Reason for Non-Delivery Mailpiece Is Returned With New Address Information or Reason for Non-Delivery ACS Notification ACS Notification Mailpiece Forwarded Mailpiece Forwarded Month 1 – 12 Month 13 – 18 Address Service Requested ADDRESS CHANGE SERVICE (ACS)

31 NIXIE Provides ACS Mailers With Information Concerning Addresses That Are Undeliverable For Reasons Other Than A Move UNITED STATES POSTAL SERVICE 6060 PRIMACY PKWY STE 201 MEMPHIS TN ADDRESS SERVICE REQUESTED #BXBJDCK ******* 5-DIGIT #JAN CA3# T CENTRAL LIBRARY 3915 CHAIN BRIDGE RD FAIRFAX VA ADDRESS CHANGE SERVICE (ACS)

32 NIXIE CODES AAttempted - Not Know BReturned For Better Address COutside Delivery Limits EIn Dispute IInsufficient Address LIllegible MNo Mail Receptacle NNo Such Number PDeceased QNot Deliverable As Addressed – Unable To Forward RRefused SNo Such Street UUnclaimed VVacant WTemporarily Away XNo Such Office ADDRESS CHANGE SERVICE (ACS)

33 ELECTRONIC PRINTED REPORT OPTION Provides ACS Notices in Printer-Friendly Format Print Program Supplied on CD-ROM Consolidates Information into Single Report Makes Manual Update Processing Easier 512 KING RIDGE DR COLLIERVILLE TN ADDRESS CHANGE SERVICE (ACS)

34 Additional Information on the Address Change Service Program Available at: ADDRESS QUALITY TOOLS

35 WHAT IS THE CURRENT STATUS OF MOVE UPDATE? Move Update Compliance Reviews Effective March 2003 Federal Register Notice (8/28/2003) 1.95 Day Processing of MUD 2.95 Day Processing of CASS™ 3.Use Of A Monthly Data Base 4.Disallow Ancillary Service Endorsements 5.MUD For Other Classes Of Mail 6.http:/ribbs.usps.gov (Federal Register) ADDRESS QUALITY TOOLS

36 DMM™ - DOMESTIC MAIL MANUAL Move Update Requirement DMM E and E DMM Issue 58 Updated A030 Address Quality 1.0 MOVE UPDATE 1.1 Basic Standards — (includes 185 day requirement to update addresses) 1.5 Mailer Certification — The mailer’s signature on the postage statement certifies that the Move Update standard has been met for each address in the corresponding mailing presented to the USPS. REVENUE ASSURANCE

37 REVENUE PROTECTION TOOLS IBI/RP – Information Based Indicia/Revenue Protection – Identifies “leads” where the new IBI is used – Barcode Duplicate Exceptions – Meter Status Exceptions – Register Exceptions – Short Paid Postage Exceptions Move Update / PARS Interface – PARS is Postal Automated Redirection System – PARS Interface generates “leads” for Move Update Compliance REVENUE ASSURANCE

38 MOVE UPDATE INITIATIVE USPS/MTAC WORK GROUP #75

39 OLD MOVE UPDATE PROCESS Leads – CFS Unit – Delivery Unit – Business Mail Entry – Phone Call Supporting Documentation Working Process? – Yes – No Deficiency – NO – Assess a Deficiency REVENUE ASSURANCE

40 NEW MOVE UPDATE PROCESS Leads – PARS & Address Management Systems Interface – CFS unit – Business Mail Entry – Phone Call Supporting Documentation Working Process? – Yes – No Deficiency – NO – Assess a Deficiency REVENUE ASSURANCE

41 PARS AND ADDRESS MANAGEMENT INTERFACE Mail at origin is processed through the Postal Automation Redirection System (PARS) Mail is checked for a Change of Address (COA) on file with Address Management If COA on file, mail is redirected to address. If COA on file and older than 185 days, an image is captured and a tally started. If tally is greater than 100, several images are stored. Files are sent to Revenue Assurance server for analysis and follow-up. REVENUE ASSURANCE

42 PARS AND ADDRESS MANAGEMENT INTERFACE BENEFITS:  Reduced cost to capture leads – Fewer visits to CFS – Fewer fingering mail  All non-compliance pieces for a mailing are captured at origin. – No arguments over number of pieces identified as leads – Able to perform analysis closer to time of mailing  Mailer can react quicker to improve mail quality REVENUE ASSURANCE

43 Review Documentation from Mailer Assess A Deficiency MOVE UPDATE REVIEW PROCESS Proces s in Place? YES NO REVENUE ASSURANCE No Deficiency Assessed

44 MOVE UPDATE INITIATIVE Having a “correct” deliverable address is a foundation of an effective mailing event. MOVE UPDATE

45 MOVE UPDATE INITIATIVE Mailers would prefer to know about a revenue shortfall issue before they have wasted the effort to induct mail into the system. MOVE UPDATE

46 MOVE UPDATE ASSURANCE TIGERMAN MOVE UPDATE

47 FOR MORE INFORMATION Support AIS Products ADDRESS QUALITY TOOLS


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