Move Update

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Move Update
November 2008
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Move Update Nov. 23, 2008

• Move Update is required for mailpieces claiming
  Presorted or Automation prices for First-Class
  Mail
• Move Update is 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 exceptional or an alternative address
  format are not required to meet the Move Update
  standard

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Alternative Address Formats

• 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

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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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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
• PS Form 6014, Certification of Move Update
  Compliance

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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

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Move Update Verification Process
BME clerk selects sample mailpieces for MERLIN
verification
Mailpieces are run on MERLIN, data file sent
to NCSC
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.
The NCSC performs a DPV Move
Update validation
Move Update Verification results are displayed
in PostalOne!
Results forwarded to PostalOne!
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MERLIN Mailpiece Identification Number (MPID)
156
Mailpiece ID gt
136
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Move Update FeedbackReports Today
Mailings MoveUpdate Address Validation Report
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Move Update Worksheet Near Future
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Move Update Verification Update

• As occurs today, if First-Class mailers are
  unable to confirm Move Update method, mailing is
  not eligible for First-Class mail discount prices
• Data Evaluation and Thresholds
• Business Mail Acceptance being trained
• Reports shared for First-Class and Standard Mail
  during transition period
• Assessments based upon thresholds after
  transition period

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Move Update Feedback
Appendix
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Move Update Methods

• There are 6 ways a mailer can perform a
• Move Update.
• 4 of these methods are pre-approved, and 2
• of these methods require separate approval.

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Move Update Methods

• 4 Pre-Approved Methods
• Ancillary Service Endorsements
• ACS or OneCode ACS
• NCOALink
• FASTforward Multiline Optical Character Reader
• 2 Methods Requiring Separate Approval
• Legal Restraint Method
• 99 Percent Accuracy Method

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Move Update Methods

• Ancillary Service Endorsements

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Ancillary Service Endorsements
Endorsements keywords
Return Address Change
Endorsement

• On-piece mailing instructions
• Same handling for all classes of
  
• mail
• Very different fees applicable for
  First-Class and Standard!

Followed by
Service Requested
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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.

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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
• After month 18 or if undeliverable at any time
  the mailpiece is returned with reason for
  nondelivery

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Ancillary Service Endorsements

• Change Service Requested
• Separate notice of a new address or reason for
  nondelivery is provided in either case, a fee is
  charged.
• 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
  or OneCode ACS.

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Ancillary Service Endorsements

• For an address to meet the Move Update
  requirement, the mailer must send 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 two years.

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Move Update Methods

• ACS and OneCode ACS

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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.

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(ACS)
Address Change Service
Tanya Hyde-Goode Inc 123 Main St Memphis TN
38101-1234 Change Service Requested
PRSRT STD AUTO US POSTAGE PAID NEW YORK,
NY PERMIT NO. 1
lt Ancillary Service Endorsement
Mailer Participant Codegt
BXBJDCK 5-Digit 38188
Optional Keylinegt
WAIC 381 SEP 2009
CANDICE WAITE
DEW
PROCRASTINATORS ANNOYMOUS LLC
456 ELM ST
STE 201
MEMPHIS TN 38188-0001
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OneCode ACS
Kay Shira Weather Forecasting Limited 123 Main
St Memphis TN 38101-1234 Electronic Service
Requested
PRSRT STD AUTO US POSTAGE PAID NEW YORK,
NY PERMIT NO. 1
lt On-Piece Endorsement
1
LES ISMORE
DEPRECIATION CONSULTANTS
6060 PRIMACY PKWY STE 201
MEMPHIS TN 38188-0001
The mailer must print ancillary service
endorsement on Standard Mail
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Move Update Methods

• NCOALink

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NCOALink

• NCOALink 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 NCOALink
  database.

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NCOALink

• Updated change-of-address information for the
  entire country is provided on a regular basis to
  the licensee by the Postal Service through the
  NCOALink database.
• The licensees match mailing lists submitted to
  them by mailers on tape or disk against the
  information contained in the NCOALink database.
• If a match is made, NCOALink can correct the
  address before it is printed.

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NCOALink

• The NCOALink process improves mail deliverability
  by providing mailers with current, standard,
  delivery point coded addresses for individual,
  family, and business moves.

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Move Update Methods

• FASTforward Multiline Optical
• Character Reader (MLOCR)

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FASTforward MLOCR

• The FASTforward system consists of a Postal
  Service-owned, and user-licensed, computer system
  containing FASTforward name and address-matching
  software, and the Postal Services
  change-of-address database.

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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 allows mailers to avoid
  delays associated with traditional mail
  forwarding.

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Move Update Methods

• Legal Restraint Method

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Legal Restraint Method

• Mailers who claim they are restricted from
  incorporating Postal Service COA information into
  their mailing lists without permission from the
  addressees may request approval from the Postal
  Services National Customer Support Center.

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Legal Restraint Method

• Unless the mailer is a federal, state, or local
  government entity, the request must be
  accompanied by citation of the specific legal
  restriction, including copies of the statutes or
  regulations
• Federal, state or local government entities must
  still make a request, but will receive a letter
  of approval without having to submit a citation.

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Legal Restraint Method

• Mailers approved to use the Legal Restraint
  Method must have a process in place to
• Identify customer change-of-address using
• approved Move Update programs within 95 days
  
• of mailing
• Contact customer within 30 days to request
• address correction from customer
• Make changes to address information within 30
• days of receiving change from customer
• Keep documentation of above steps for 2 years

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Move Update Methods

• 99 Percent Accuracy Method

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99 Accuracy Method

• Mailers who believe their mailing lists are
  already accurate because their customers
  diligently notify them of address changes may
  meet their Move Update requirements by
• Getting approval from the National Customer
  Support Center and following a 4 step validation
  process.

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99 Accuracy Method

• To determine if the mailer has current address
  information for their customer, the Postal
  Service evaluates the address list for accuracy.
• If less than 1 of the customer addresses in the
  address list have a change-of-address detected,
  the mailer is given written approval to use the
  99 Method to satisfy the Move Update requirement
  for the address list tested.
• The Postal Service will periodically review the
  mailing list to determine if it is being kept
  up-to-date.

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Move Update Resource Information