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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

addressesAddress Change Service/OneCode ACS

► Billing reports or invoices► Copies of mailpieces► Demonstrate how address updates are used to update

addressesFASTforward

► 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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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 DPV & Move Update

validation

Move Update Verification results

are displayed in PostalOne!

Results forwardedto PostalOne!

Mailpieces are run on MERLIN,

data file sent to NCSC

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MERLIN Mailpiece Identification Number (MPID)

156 136Mailpiece ID >

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Move Update FeedbackReports Today

Mailing’s 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 ThresholdsBusiness Mail Acceptance being trainedReports shared for First-Class and Standard Mail

during transition periodAssessments 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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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

Move Update Methods

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Move Update Methods

Ancillary Service Endorsements

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JOHN DOE10 ELM AVEANYTOWN OR 97654-3218

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

Return

Address

Change

Endorsements keywords

Endorsement

Service Requested

Ancillary Service Endorsements

Followed by…

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Ancillary Service Endorsements

Return Service RequestedThe 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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Tanya Hyde-Goode Inc123 Main StMemphis TN 38101-1234

Change Service Requested

DEW

456 ELM ST

CANDICE WAITE

MEMPHIS TN 38188-0001STE 201

#BXBJDCK ************* 5-Digit 38188#WAIC 381 SEP 2009#

Mailer Participant Code>Optional Keyline>

PROCRASTINATORS ANNOYMOUS LLC

< Ancillary Service Endorsement

(ACS®)

Address Change Service

PRSRT STDAUTO

US POSTAGE PAIDNEW YORK, NYPERMIT NO. 1

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1

Kay Shira Weather Forecasting Limited123 Main StMemphis TN 38101-1234

Electronic Service Requested

6060 PRIMACY PKWY STE 201

LES ISMORE

MEMPHIS TN 38188-0001

OneCode ACS®

DEPRECIATION CONSULTANTS

The mailer must print ancillary service endorsement on Standard Mail®

< On-Piece Endorsement

PRSRT STDAUTO

US POSTAGE PAIDNEW YORK, NYPERMIT NO. 1

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Move Update Methods

NCOALink ®

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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.

NCOALink

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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 Service’s 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 Service’s 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 mailingContact customer within 30 days to request

address correction from customerMake changes to address information within 30

days of receiving change from customerKeep 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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www.usps.com/ncscwww.usps.com/ncsc ribbs.usps.govribbs.usps.gov

Customer SupportCustomer Support

1-800-238-31501-800-238-3150

http://www.usps.com/cpim/ftp/pubs/pub363.pdf Updating Address Lists Is a Smart Move

Move Update Resource Information