Move Update

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
Performance Based Verification

• 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

6
Performance Based Verification

• PBV Verification Modes
• Staged
• Continuous

7
Staged Mailing Environment

• 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

8
Continuous Mailing Environment

• 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

9
Move Update Verification Process
BME clerk selects sample mailpieces for MERLIN
verification
Mailpieces are run on MERLIN, data file sent
to NCSC
PBV Triggers Verification
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 Move Update validation
Move Update Verification results are displayed
in PostalOne!
Results forwarded to PostalOne!
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
  (PostalOne!)

Click Mailing Reports
14
Access Move Update Worksheets

• On the Manage Mailing Activity page, click on
  View Transactions

Click View Transactions
15
Access Move Update Worksheets

• On the Transaction Search Results, look for MU
  (for Move Update) under Verifications

MU Move Update
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 Worksheetsfor Continuous DMUs

• Continuous DMU customers may access the dashboard
  to locate the Move Update worksheets that are
  associated to the VRSRs

19
Move Update Worksheetsfor Continuous DMUs

• From the dashboard, click on View Verification
  Results this is a DMU-only functionality

Click on View Verification Results
20
Move Update Worksheetsfor 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

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

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
Frequently Asked Questions

• Q) What NCOALink Matching Logic/Rules are Used
  to Determine Change-of-Address Matches?
• A) Standard NCOALink 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 NCOALink, and any
  PO-Box-Closed or Move-Left-No-Address are
  Considered Matches.

35
Frequently Asked Questions

• Q) Are Mailpieces With Only a 5-digit Barcode
  Checked?
• 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 NCOALink Product
  Release Date, Is the Date Used for Evaluating
  Move Update Compliance.

36
Frequently Asked Questions

• Q) How are Mailpieces Using Or Current Resident
  Handled?
• 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.

37
Frequently Asked Questions

• 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.