1. 1 Move It or Lose It Marty McGuire Business Mail Acceptance US Postal Service Charles B Hunt Address Management US Postal Service

2. 2 America is on the Move and Growing! Pennsylvania New Jersey New York 1.8 million new addresses 45 million Americans move 149 million total addresses Move Update Making the Case

3. 3 What is Move Update? Move Update describes the process of periodically matching a mailer’s address records with customer- filed Change-of-Address orders received and maintained by the Postal Service. Move Update = Fewer Forwarded and Returned Mailpieces

4. 4 Who Must Use Move Update?  Move Update is required for mailpieces claiming Presorted or Automation prices for First-Class Mail®  Move Update required for all mailpieces claiming Standard Mail prices  To meet the Move Update standard, mailers must be using addresses on mailpieces 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 exceptional or an alternative address format are not required to meet the Move Update standard

5. 5 Move Update Methods  6 methods to perform Move Update ●4 of these methods are pre-approved ●Ancillary Service Endorsements ●ACS™, OneCode ACS®, and Full-Service ACS ●NCOA Link ® ●FASTforward® Multiline Optical Character Reader ●2 of these methods require separate approval ●Legal Restraint Method ●99 Percent Accuracy Method  2 exemptions from Move Update Alternative Address Formats Directly Acquired Addresses from customer – last 95 days 5

6. 6 Move Update Exemptions  Alternative Address Formats – DMM 602: ●Simplified Address = “Postal Customer” ●Occupant Address = “Occupant” ●Exceptional Address = –“Jane Doe or Current Resident” or –“Jane Doe or Current Occupant”  Directly Acquired Addresses ●Directly from your Customer ●Can be used first 95 days “as is” ●After 95 days – must undergo Move Update cycle with other addresses in your list

7. 7 Move Update Methods Ancillary Service Endorsements

8. 8 JOHN DOE 10 ELM AVE ANYTOWN OR 97654-3218  On-piece mailing instructions  Same handling for all classes of mail  Very different fees applicable for First-Class Mail & Standard Mail ! Return Address Change Endorsements keywords Endorsement > Service Requested Ancillary Service Endorsements Followed by…

9. 9 Ancillary Service Endorsements  Return Service Requested ●The Postal Service™ will return non-deliverable mailpieces with the new address information, or the reason for non-delivery ●No forwarding service is provided  Temp-Return Service Requested (First-Class Mail ® only) ●If Temporary COA – Mailpiece is forwarded without temporary address provided ●If Permanent COA – Mailpiece is returned with new address provided

10. 10 Ancillary Service Endorsements  Address Service Requested Service provided varies by time period: ●Months 1 – 12: the mailpiece is forwarded at no charge; the mailer is provided a separate hardcopy notice of the new address for a fee ●Months 13 – 18: the mailpiece is returned with the new address attached (First-Class Mail: No Charge / Standard Mail: Weighted Fee) ●After month 18 or if undeliverable at any time: the mailpiece is returned with reason for non-delivery (First-Class Mail: No Charge / Standard Mail: Weighted Fee)

11. 11 Ancillary Service Endorsements  Change Service Requested ●Separate notice of a new address or reason for non- delivery is provided; in either case, a fee is charged. ●Standard Mail mailpiece is not forwarded or returned, but disposed of by the Postal Service™. ●For First-Class Mail® this endorsement is available only when used in conjunction with ACS™, OneCode ACS®, or Full-Service ACS. ●Option 1: All undeliverable mail is disposed ●Option 2: Forwardable mail pieces forwarded, all other undeliverable mail is disposed

12. 12 Ancillary Service Endorsements  For an address to meet the Move Update requirement, the mailer must have sent at least one letter or card to an address with an approved ancillary endorsement within 95 days before reuse of the address  To complete the Move Update process, the mailer must make the address change received as a result of the use of approved ancillary endorsement  It is recommended that the mailer retain address correction records for up to one year

13. 13 Move Update Methods ACS ™ and OneCode ACS ®

14. 14 ACS™ and OneCode ACS ®  An electronic enhancement to traditional, manual methods of providing change-of-address information to mailers.  Mailers add a unique mailer identification code to the address area of their mailpieces to identify them as ACS™ participants.  The Postal Service™ uses the mailer identification code to send change-of-address information electronically to the mailer.  Mailers can choose to receive electronic notifications daily, weekly, biweekly, or monthly.  Available for all classes of mail.

15. 15 ACS ™ Address Change Service PRSRT STD AUTO US POSTAGE PAID NEW YORK, NY PERMIT NO. 1

16. 16 1 ABC Company 123 Main St Memphis TN 38101-1234 Electronic Service Requested 6060 PRIMACY PKWY STE 201 JANE DOE MEMPHIS TN 38188-0001 OneCode ACS ® The mailer must print ancillary service endorsement on Standard Mail On-Piece Endorsement PRSRT STD AUTO US POSTAGE PAID NEW YORK, NY PERMIT NO. 1

17. 17 Move Update Methods NCOA Link®

18. 18  NCOA Link is an address correction service provided to mailers through companies licensed by the Postal Service™  Computer software purchased, leased, or developed by the licensee is used to access the NCOA Link database  The NCOA Link process improves mail deliverability by providing mailers with current, standard, delivery point coded addresses for individual, family, and business moves NCOA Link®

19. 19 NCOA Link®  Updated change-of-address information for the entire country is provided on a regular basis to the licensee by the Postal Service™ through the NCOA Link database  The licensees match mailing lists submitted to them by mailers processed against the information contained in the NCOA Link database  If a match is made, NCOA Link provides the updated address prior to mail preparation

20. 20 Move Update Methods FASTforward ® Multiline Optical Character Reader (MLOCR)

21. 21 FASTforward ® MLOCR  FASTforward hardware and software are interfaced with commercial MLOCR equipment. As automation- compatible mailpieces run through the MLOCR, the names and addresses are checked against the COA information contained in the FASTforward system, and if a COA is applicable, the correct address and barcode are sprayed on the mailpiece  Using FASTforward MLOCR provides mailers a last chance to avoid delays associated with traditional mail forwarding

22. 22 FASTforward ® MLOCR Mailpiece processed through a FASTforward system:

23. Alternate Methods (First-Class Mail ® Only) In Limited Circumstances, An Alternate Method to Meet Move Update Requirement May Be Approved:  Mailer Demonstrates That Their Internal List Management Maintains Address Quality at 99% or Greater Accuracy For Change-of-Address  Mailer Demonstrates A Valid Legal Restriction Which Prevents Changing Customer Address Without Approval 23

24. www.usps.com/ncscribbs.usps.gov 1-800-238-3150 Move Update Resource Information Customer Support 800-238-3150 24

25. Move Update Acceptance and Verification 25

26. 26 Move Update Changes Effective Nov. 23, 2008  Revised Move Update standards on Nov 23, 2008  Allowed grace period beyond Nov 23, 2008 for Move Update verification assessment. First-Class Mail® and Standard Mail® mailings.  Allowed Move Update grace period beyond Nov 23, 2008 for Standard Mail mailings.  March 2009, began providing Move Update verification results nationally for mailings presented at MERLIN sites.  Extended Move Update verification threshold from May 2009 until January 4, 2010.  Tracking Move Update verification results.

27. 27 Overall Score for All Mailings

28. 28 Score for Failed Mailings

29. 29 % of Verifications Failed

30. 30 Move Update Certification  Signature on the postage statement by either the mail owner or mailing agent certifies compliance  Mailers must check a Move Update method on statement  Postage Wizard  Indicate Move Update method in Online Postage Statement  Mail.dat  Indicate Move Update method in Mail.dat File (Qual-segment record level)  For OneCode ACS use ACS  Mail.XML  Indicate Move Update method in Postage Statement Create Request and Periodical Statement Create Request

31. 31 Postage Statement Move Update Method Checkbox

32. Postal Wizard Statement Entry 32

33. Performance-Based Verification and Move Update 33

34. 34  PBV is an intelligent verification model  Integrated in 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 Based Verification

35. 35  PBV Verification Modes ● Staged ● Continuous Performance Based Verification

36. 36 Staged Mailing Environment

37.  An environment where mailer produces mail over a period of time  The postage statement is not available at time acceptance needs to perform verification  The clerk must determine verification needs before statement is produced  The verification is performed prior to presentation of statement Continuous Mailing Environment

38. 38 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 any piece found as an error. Move Update Verification Process BME clerk selects sample mailpieces for MERLIN verification The NCSC performs a Move Update validation Move Update Verification results are displayed in PostalOne! Results forwarded to PostalOne! Mailpieces are run on MERLIN, data file sent to NCSC PostalOne!/PBV Triggers Verification and mailing data is sent to MERLIN

39. Move Update Verification Threshold 39

40.  Move Update verification performed at sites with MERLIN  Threshold effective January 4, 2010 ● Must have more than 5 pieces with COA not updated ● Passing score below 70% of COAs updated ● First-Class Mail® and Standard Mail® assessed at 7 cents – Only on percentage of pieces below threshold Move Update Verification

41. 41 Additional Postage Calculation - - 60% ] x.07 x (pcs. in mailing) [  Additional postage will only be assessed against the portion of the mail that is below the threshold Must have more than 5 pieces with COA not updated ● If verification results are 60% ● Assess additional postage for 10% (70% threshold – 60% score) of pieces in the mailing. ● Fee is $0.07 for both First Class or Standard Mailings

42. Additional Postage Example Mailing total pieces100,000 Move Update score60% Percent application70% threshold – 60% =10% Pieces for additional postage10% X 100,000 = 10,000 Calculation $0.07 x 10,000 = $700.00 42

43. 43 Move Update: Combined Mailings  This exception will be allowed for one year from the date of implementation of the Move Update verification.  The verification results calculation for a combined multi- client mailing will be the same as stated for all other mailings.  A mailer submitting a combined multi-client mailing that fails the Move Update verification may have additional postage attributed to individual clients within the mailing under the following conditions.

44.  If three or fewer clients are detected with Move Update error, the mailer may request additional postage be attributed to each of the clients.  The mailer will be allowed the opportunity to examine the sample and extract any piece found to be in error to identify the client to which the piece belongs.  Pieces must be identifiable back to the client using some identification from the mailpiece such as return address, meter impression, or permit imprint that is verifiable by the acceptance clerk back to the detailed documentation. Move Update: Combined Mailings 44

45.  The mailer must provide detailed documentation to support the volume by client.  If more than three clients are found with Move Update errors that cause the mailing to fail verification, the entire mailing will be subject to an additional postage calculation. 45 Move Update: Combined Mailings

46. Accessing Move Update Reports 46

47. 47 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)

48. 48 Access Move Update Reports  Navigate to usps.com  Access “Business Customer Gateway” at the bottom of the page

49. 49  Login using the assigned username and password Access Move Update Reports

50. 50  After successful login, access “Mailing Reports (PostalOne!)” Click Mailing Reports (PostalOne!) Access Move Update Reports

51. 51  On the Mailing Reports page, click on “View Transactions” Access Move Update Worksheet Click View Transactions

52.  On the Transaction Search Results, look for “MU” (for Move Update) under Verifications 52 Access Move Update Worksheet MU = Move Update Click on the ‘Search’ Button

53.  Top Section of Move Update report Access Move Update Worksheets

54. 54 Move Update Worksheet  Summary Move Update Information  Detailed Piece Information Hyperlink to piece image

55. 55 Move Update Worksheets  Continuous DMU customers may access the dashboard to locate the Move Update worksheets that are not associated with a postage statement Move Continuous DMUs

56. 56  From the dashboard, click on “View Verification Results” – this is a DMU-only functionality Click on ‘View Verification Results’ Move Update Worksheets Move Continuous DMUs

57. 57  Under Verifications column, click on “MU” (for Move Update) to access the worksheet  Results are immediately available after the MERLIN runs are complete Move Update Worksheets Move Continuous DMUs

58. MicroStrategy Reports  Business Customer Gateway > Mailing Reports > Mail Quality Reports > Shared Reports > Mail Quality Reporting > Address Quality Report

59. MicroStrategy Reports

62. 62  Access ribbs.usps.gov/ Move Update:  Move Update Advisement Policy  Explains Verification and Assessment Approach  Guide to Accessing Move Update Reports  Explains reports available and how to access  Publication 363  Explains the Move Update options available for mailers to update their addresses  Intelligent Mail - User Access to Electronic Mailing Information & Reports Guide Resources

63. RIBBS.USPS.GOV

64. Question 1: Forwarding Service Requested is an Ancillary Service Endorsement that qualifies for Move Update. Answer 1: False – Forwarding Service Requested does not qualify for Move Update Question 2: The Move Update Assessment Threshold is 90 percent. Answer 2: False – The Threshold is 70 percent Question 3: Over 97 percent of all mailings sampled passes Move Update Verification. Answer 3: True Knowledge Validation

65. Sunday List or Lemon? The AP-”peal” of Address Quality Lisa West/Wallace Vingelis – Period 2, 11:45 am – 12:45 pm Tools & Techniques That Make the Case for Address Quality Ruth Jones/Theresa Peterlein – Period 4, 3:00 – 4:00 pm Monday Address Quality – Product vs. Process Jeff Stangle/Adam Collinson – Period 6, 11:15 am – 12:15 pm What are “Bad” Addresses & What Do You Do With Them, Exactly? Wanda Key/Stephanie Miracle – Period 8, 3:15 – 4:15 pm Tuesday Move Update – How to Keep in Touch With Moving Customers Audrey Conley/Debora Haskel – Period 10,10:00 – 11:00 am Intelligent Addressing to Achieve 100% Mail Integrity Jim Wilson/Steve Lopez – Period 12, 2:00 – 3:00 pm How Government Agencies Use Address Quality to Better Serve the Community Gail Milton/Mike Sexson – Period 13, 3:15 – 4:15 pm Wednesday The Return On Investment (ROI) of Address Quality Charles Hunt/Stephanie L. Miracle – Period 15, 8:00 – 9:00 am Stump the Experts with your Uncodable Undeliverable-As-Addressed (UAA) Mail Jim Wilson/Charles Hunt – Period 17, 3:30 – 4:30 pm Address Quality Sessions

66. QUALITY ADDRESSING PROFESSIONAL CERTIFICATE This session qualifies as one of the four Addressing sessions in addition to the Monday, April 12th General Session needed for the Address Quality Specialist Certificate!

67. Thank You!