1 Move Update August 2009

2 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

3 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

4 Postage Statement Move Update Method Checkbox

5  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 Based Verification

6  PBV Verification Modes » Staged » Continuous Performance Based Verification

7  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

8  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

9 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 PBV Triggers Verification

10 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)

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

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

13 Access Move Update Reports  After successful login, access “Mailing Reports (PostalOn e!)” Click Mailing Reports

14 Access Move Update Worksheets  On the Manage Mailing Activity page, click on “View Transacti ons” Click View Transactions

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

16 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

17 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

18 Move Update Worksheets for Continuous DMUs  Continuous DMU customers may access the dashboard to locate the Move Update worksheets that are associated to the VRSRs

19 Move Update Worksheets for Continuous DMUs  From the dashboard, click on “View Verification Results” – this is a DMU-only functionalit y Click on ‘View Verification Results’

20 Move Update Worksheets for 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

21 Access the MicroStrategy Reports  On the Manage Mailing Activity page, click on “Mail Quality Reports”

22 Access the MicroStrategy Reports  On the Micro- Strategy landing page, select “Shared Reports”  In Shared Reports, select “Mail Quality Report”

23 Access the MicroStrategy Reports  In the Mail Quality Reporting, select “Address Quality Report”

24 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)

25 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 Facility Metrics Total Pieces Sampled Total Pieces with Move Update Issues Facility One37,07926 Facility Two14,2732 Facility Three18,3621 Total69,71429 Right-click to drill

26 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

27 Access the MicroStrategy Reports  On the Piece Detail, users may identify additional information on the pieces that were not updated

28 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

29 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 % ] *.07 * (pcs in mailing) [

30 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 mailing  Penalty 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

31 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

32 Move Update Trend  Since the beginning of 2009, the average error rate has decreased every month

33 Move Update Training/Awareness  BME Trained on Sharing Reports  BME 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

34 Q) What NCOA Link ® Matching Logic/Rules are Used to Determine Change-of-Address Matches? A)Standard NCOA Link 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 NCOA Link, and any PO-Box-Closed or Move-Left-No- Address are Considered Matches. Frequently Asked Questions

35 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 NCOA Link Product Release Date, Is the Date Used for Evaluating Move Update Compliance. Frequently Asked Questions

36 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

37 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