1. technology and computing
2. networking
3. vpn and remote access

Move Update
August 2009
1
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
2
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
3
Postage Statement
Move Update Method Checkbox
4
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
5
Performance Based
Verification
 PBV Verification Modes
» Staged
» Continuous
6
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
7
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 the8
mailer
Move Update Verification
Process
PBV
Triggers
Verification
BME clerk selects
sample mailpieces
for MERLIN verification
Mailpieces are
run on MERLIN,
data file sent to NCSC
Sample extracted
from the mailing is
processed on
MERLIN
Electronic data file
Contains name,
address and
barcode (if available)
Mailpiece ID can be
used to identify any
piece found as an
error.
Move Update
Verification results
are displayed in
PostalOne!
Results forwarded
to PostalOne!
The NCSC performs a
Move Update
validation
9
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)
10
Access
Move Update Reports
 Navigate
to
usps.com
 Access
“Business
Customer
Gateway”
at the
bottom of
the page
11
Access
Move Update Reports
 Login
using the
assigned
username
and
password
12
Access
Move Update Reports
 After
successful
login,
access
“Mailing
Reports
(PostalOn
e!)”
Click Mailing
Reports
13
Access
Move Update Worksheets
 On the
Manage
Mailing
Activity
page,
click on
“View
Transacti
ons”
Click View
Transactions
14
Access
Move Update Worksheets
 On the
Transaction
Search Results,
look for “MU” (for
Move Update)
under
Verifications
MU = Move Update
15
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
16
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
17
Move Update Worksheets
for Continuous DMUs
 Continuous
DMU
customers
may access
the
dashboard
to locate the
Move
Update
worksheets
that are
associated
to the
VRSRs
18
Move Update Worksheets
for Continuous DMUs
 From the
dashboard,
click on
“View
Verification
Results” –
this is a
DMU-only
functionalit
y
Click on ‘View
Verification Results’
19
Move Update Worksheets
for 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
20
Access the
MicroStrategy Reports
 On the
Manage
Mailing
Activity
page,
click on
“Mail
Quality
Reports”
21
Access the
MicroStrategy Reports
 On the
MicroStrategy
landing
page,
select
“Shared
Reports”
 In Shared
Reports,
select
“Mail
Quality
Report”
22
Access the
MicroStrategy Reports
 In the Mail
Quality
Reporting,
select
“Address
Quality
Report”
23
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)
24
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
Facility
Metrics
Total Pieces
Sampled
Total Pieces with Move
Update Issues
Facility One
37,079
26
Facility Two
14,273
2
Facility Three
18,362
1
69,714
29
Total
25
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
26
Access the
MicroStrategy Reports
 On the Piece Detail, users may identify additional information on the
pieces that were not updated
27
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
28
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
»
»
[
Failed COAs
Total COAs
--
30%
]
* .07 * (pcs in mailing)
29
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
30
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
31
Move Update Trend
 Since the beginning of 2009, the average error rate has
decreased every month
32
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
33
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-NoAddress are Considered Matches.
34
Frequently Asked Questions
Q) Are Mailpieces With Only a 5-digit Barcode Checked?
A) 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.
35
Frequently Asked Questions
Q)
A)
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.
36
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.
37