The 5 W’s of Move Update

1. The 5 W’s of Move Update What Who When Why How

2. Move Update Standards • What is Move Update? • A means to reduce the amount of mail that needs forwarding or return by matching mailer’s address record with USPS change of address (COA) files • Not to be confused with CASS requirements which standardize the delivery address only • Move Update matches the addressee’s name with our COA records

3. When? • Changes Effective Nov. 23, 2008 • Mailers must have updated the addresses on their lists prior to mailing using a Postal approved method.

4. Who does it affect? • Now includes Standard Mail as well as First-Class Presorted and automation mail • Minimum frequency increased to 95 days (from 185 days)

5. Why the changes?? • Standard Mail accounts for 62.8% of all UAA mail volume • FY 2004 – 9.7 billion pieces of UAA mail cost the USPS $1.8 billion • Will result in better address quality

6. How??Move Update Compliance Methods • NCOAlink – National Change of Address • FASTforward MLOCR processing • ACS – Address Change Service • OneCode ACS – Address Change Service • Ancillary Service Endorsement

7. PRE-Mailing Methods Addresses processed and changes made before mail is entered NCOAlink FASTforward MLOCR POST-Mailing Methods Changes returned to mailer after mailing ACS OneCode ACS Ancillary Endorsements Move Update Methods

8. NCOAlink Product • Database of 160 million permanent COAs • Enables mailer to process and update lists prior to mailing • Can be integrated into mailer’s computer systems • Must be licensed by the USPS

9. NCOAlink Product Full Service Provider - $175,000/yr Receives 48 months of COA data on a weekly basis via DVD from the USPS 51% of FSP processing must be to unrelated third parties Limited Service Provider - $15,000/yr Receives 18 months of COA data on a weekly basis via DVD from the USPS Can use product internally or for third party End User Mailer - $7,500/yr Receives 18 months of COA data on a monthly basis via DVD from the USPS Can only use product on internal house files

10. NCOAlink Product • Interested customers directed to: • http://www.ribbs.usps.gov • Move Update Support Department • 1-800-589-5766

11. FASTforward MLOCR processing • FASTforward Multiline Optical Character Reader (MLOCR) is a system containing more than 40 million permanent change-of-address records filed with the USPS® from the previous 13 months • Allows physical mailpieces to be updated in-house against the USPS change-of-address database. If a change-of-address is provided, the new address is printed directly on the mailpiece. Licensees receive COA updates weekly via CD. • FASTforward Licensees must maintain MASS certification for each optical character reader processing the FASTforward service. • Annual License Fee: $5,000.00

12. FASTforward MLOCR processing • Interested customers directed to: • http://ribbs.usps.gov/files/fastforward/ • Move Update Support Department • 1- 800-589-5766

13. ACS – Address Change Service • Electronic process provides mailers with COA information or reason for nondelivery • Reduces manual notifications • Addresses must be electronically formatted • ACS participant code (NCSC assigned) used with ancillary endorsement • Optional ACS keyline for customer information

14. ACS – Address Change Service

15. ACS – Address Change Service • Costs: • Per electronic notice (or manual notice for electronic option customers) issued: • First-Class Mail—$0.08 • Other than First-Class Mail—$0.25 • Publication 8A, ACS™ Service - Traditional

16. OneCode ACS

17. ACS info imbedded in IMB

18. OneCode ACS • Automated process for letters and flat-size mailpieces bearing an Intelligent Mail barcode • Used on First-Class Mail, Standard Mail, and Periodicals • Electronic notices processed using Intelligent Mail technology • Only automated First-Class Mail and Standard Mail letters qualify for automated address correction prices when using the Intelligent Mail barcode

19. OneCode ACS • NCSC provides the numeric OneCode ACS Mailer ID, the equivalent of a participant code, to authorized mailers using an Intelligent Mail barcode • Per automated notice issued: • First-Class Mail letters (first two notices)—$0.00 • First-Class Mail letters (per additional notice)—$0.06 • Standard Mail letters (first two notices)—$0.03 • Standard Mail letters (per additional notice)—$0.18

20. OneCode ACS • http://ribbs.usps.gov/onecodesolution/ • Publication 8b -Address Change Service - OneCode ACS™ • To subscribe: 1-800-331-5746

21. Ancillary Service Endorsements • Endorsements that provide the mailer with manual address corrections (COAs) or reason for nondelivery • Extent of service (forward, return, disposal) depends on class of mail and ASE used • COA/nondelivery info provided on piece or via PS Form 3547 • Costs depend on class of mail and service

22. Ancillary Service Endorsements PS Form 3547 • Costs • Per manual notice issued—$0.50 • Weighted fees • The appropriate First-Class or Priority Mail price (plus the nonmachinable surcharge if applicable) times 2.472 rounded up to next whole cent.

23. Ancillary Service Endorsements • Refer customers to • DMM 507 • Quick Service Guide 507d “Forwarding Service Requested” Cannot be used to satisfy Move Update requirements

24. Customer Question: • Can I satisfy the Move Update Standard by using an ancillary service endorsement on my mailing that I plan to mail in December?

25. Answer: Your mailing addresses must be updated before mailing if mailed after November 23rd. You would have to use a pre-mailing method.

26. Customer question: I added a new customer’s address to my mailing list that is already Move Updated. Now what?

27. Answer: Don’t worry! A new address provided directly by the customer can ‘ride’ with the list until the next cycle for update.

28. Customer question: What proof do I have to provide to the USPS that I have fulfilled the Move Update requirements?

29. Answer: Your completion and signature on the postage statement fulfills this requirement. (Records must be available on demand).

30. Postage Statement Completion

31. Customer question: I have CASS certified address-matching software. Does this meet the Move Update Standard?

32. Answer: CASS software validates and standardizes the physical address. It does not perform a name lookup.

33. Customer question: I’m a mailing house and my customer has provided a mailing list that he states has been Move Updated. I’m responsible for this mailing. How can I protect my company if problems appear after the mailing is processed?

34. Answer: Require your customer to complete PS Form 6014 and keep on file at your business.

35. Customer question: If I use an alternative address format (Postal customer; …or Current Resident), do I have to perform a Move Update process on my list?

36. Answer: The mailpiece will be delivered regardless of who lives at the address.

37. Customer question: I only mail two times a year. How often do I have to Move Update my mailing list?

38. Answer: Your list would have to be updated with an authorized Move Update method no more than 95 days before each mailing.

39. Customer question: Can I use an ancillary service endorsement to update my list before November 23, 2008?

40. Answer: In order to be in compliance on Nov. 23rd, you must begin using the ancillary endorsement on Aug. 20th.

41. Customer question: Where can I get more information on the Move Update Standard?

42. Answer: • www.ribbs.usps.gov • NCOA, ACS, OneCodeACS, Move Update, etc. • http://www.usps.com/mailpro/2008/mayjune/mayjune.pdf - MailPro article • NCSC (National Customer Support Center) • 1-800-589-5766 • pe.usps.com (Postal Explorer) • Domestic Mail Manual • DMM 507.4 Address Correction Service • Move Update standard • commercial flats, 333.3.5 • commercial letters, 233.3.5 • commercial parcels, 433.3.5 • Quick Service Guides QSG 230a – Move Update QSG 507d – Ancillary Service Endorsements

43. The End