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Move Update

February 2009

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Move Update Nov. 23, 2008

Move Update required for mailpieces claiming Presorted or Automation prices for First-Class® Mail

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 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 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 Agent certifies compliance

Postage Statements revised to indicate Move Update method

Mailers must record Move Update method

USPS can request substantiation of Move Update compliance

Move Update reports will be furnished in sites with MERLIN and Performance Based Verification (PBV) activated

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Postage Statement Move Update Method Checkbox

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PBV is a new 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 by March 2009

» With MERLIN Enables Move Update Verification and Reports

Performance BasedVerification

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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 RIBBSTwo Report Formats:

Move Update Worksheets: Near real time reports during acceptance by mailing

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

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Move Update Reports

Mailing Information

Detailed MERLIN Information

Summary Move Update Information

Detailed Piece Information

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Move Update Verification

Verifications being performed at sites with MERLIN

Threshold effective May 11, 2009

Must be more than 5 errors before mailing is assessed

Passing score requires over 70% of the COAs must be updated (all COAs on file per range type)

Threshold evaluated every 4 months

Assessments based upon thresholds after May 11, 2009

First-Class Mail assessed at Single Piece Rates

Standard Mail assessed at 7 cents for each piece

Current Appeal Process Applies

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Move Update Verification

Mail Preparers that do not have control over the addressing of the mail piece may be allowed to isolate individual mail owner pieces

Have been pre-identified on the client list

Provide adequate documentation of client’s mailing

Are not subject to separate assessment values

The USPS is evaluating legal constraints in developing a method of deferred payment for mailing identified to be noncompliant with he move update requirement

Payments can be made against another PERMIT

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Move Update Training/Awareness

BME Trained on Sharing Reports

Customer Awareness sessions on Intelligent Mail and Move Update

Internal Training Feb. 20 – Mar. 6

Customer Sessions: Mar. 9 – Apr. 10

Updating Verification procedures for May 11, 2009 assessment

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Southeast Area Feedback

Southeast Area first to deploy VerificationMailers are provided copies of mailpiece

imagesMailpiece Design Analysts working with

Owners and Preparers when results are below 95%

Feedback from clients indicate investing in Move Update saves money in long run

A Client expressed appreciation for NCOALink ® recommendation

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Move Update Resources

Business Mail Acceptance for your Move Update Reports ribbs.usps.gov/ Latest News

Move Update MethodsMove Update Advisement PolicyGuide to Accessing Move Update ReportsMove Update USPS Site Activation ReportPub 363FAQs

Intelligent Mail and Move Update DVD Customer Awareness SessionsDVDDiscussion Guide

Move Update Value

Steve Lopez Vice President of Postal Products and Affairs

Experian Marketing Services

* The response performance we have seen that occurs on records where Move Update was not applied

* The response performance we have seen on other records that have potential deliverability issues

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NCOALink® performance

NCOALink® for three other mailings

• Mailer 1 mailed in excess of 200 million pieces per year

• Mailer 2 mailed in excess of 100 million but less than 200 million pieces per year

• Mailer 3 mailed between 40-60 million pieces per year

NCOALink® for three other mailings (cont’d)

• Records Mailed to NCOALink® Old Address

– Mailer 1 13– Mailer 2 19– Mailer 3 32

– Average 21• This means that the response of the records

mailed to an old address was, on average, 1/5th the response rate of records that were mailed to people at their current address.

Recent Case Study results from mailing records with other potential deliverability issues

• Mailing was 17 million pieces on a primarily consumer file mailed as a Standard Mail® FLAT

• The performance score is as follows: The score shown is the percentage of response for records mailed with that deliverability issue in comparison to the other records in the mailing which performed at an index of 100.

• Example: Missing secondary number score of a 15 means these records performed at 15% the response rate of all records in the mailing.

Case Study

• Average sale per book was $2.50• 81% of mailing was CRRT qualified and

performed at an index of 104• 16.6% of the mailing was 5 Digit qualified

and performed at an index of 85• 2.3% was 3 Digit qualified and performed

at an index of 71• .1% were the remainder records and they

performed at an index of 52

Case Study

• Records mailed with potential deliverability issues– DPV® N records and non ZIP + 4® coded

records performed at an index of < 25– Seasonal marked records performed at an

index of 50 or so– Vacant marked records performed at an index

of < 40– Missing or Invalid PO Box performed at an

index of < 10

Case Study

– Missing secondary numbers performed at an index of < 30

– Invalid secondary numbers performed at an index of about 80

– Throwbacks (business addresses that do not receive mail at the physical location but have a PO Box) performed at an index of < 50

– IGNORED NCOALink® moves performed at an index of < 20

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Substantiation

Ancillary Service Endorsement» Copies of mailpieces with endorsement» Copies of address notices received » Demonstrate how address updates are used to update addresses

Address Change Service/OneCode ACS» Billing reports or invoices» Copies of mailpieces» Demonstrate how address updates are used to update addresses

FASTforward» MLOCR confirms FASTforward is turned on» FASTforward identifier on mailpiece» Demonstrate how address updates are used to update addresses

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Substantiation (continue)

NCOALink ® » Processing Summary Report

» Mailer System Output Reports

» Billing Reports or Invoices

» Demonstrate how address updates are used to update addresses

Alternative Method» Letter of approval from NCSC

Directly Acquired Addresses» Records to demonstrate how addresses were acquired