Move Update:

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• Move Update
• Are You In Compliance?

National Postal Forum March 2005 Nashville, TN
Audrey Conley, DeWitt Crawford Angelo Wider
United States Postal Service, Address Management
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WHY IS ADDRESS QUALITY IMPORTANT?
ADDRESS QUALITY TOOLS
Address Quality Breakout
2.4 Moved 4.1 Apartment 6.0 Directional /
Suffix 0.4 Rural Rt / Box 5.9 Street Name /
4.8 ZIP Code / City / State
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• NCOALink
• National Change of Address Linkage System

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NCOALink
ADDRESS QUALITY TOOLS

• Replaced NCOA Effective Sept. 30, 2004
• Secure Data Set Of USPS Change Of Addresses (160
  M - 48 mo., 60 M -18 mo.)
• Binary Data Format, Unintelligible To Readers
• Processing Using Logic Defined By USPS
• Allows Wider Distribution

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NCOALink
ADDRESS QUALITY TOOLS

• Utilizes A Secure Hash Algorithm (SHA)
• Creates A Mathematical Value Unique
• To Every Name/Address In The File

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NCOALink
ADDRESS QUALITY TOOLS

• Consolidated File Containing Over 160 Million
  Permanent COA Records
• Database Contains 4 Years Of Change Of Address
  Information
• Service Provided To Mailing Industry Via
  Licensees (Full, Limited, or End User)
• Customers Can Submit Address List On Electronic
  Media Or Process In-House

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NCOALink
ADDRESS QUALITY TOOLS

• Matching Logic Strictly Controlled By USPS
• Typical Match Rate Is Approximately 4
• 244.6 Billion Address Records Processed By NCOA
  Licensees in FY 03
• 9.5 Billion Address Records Updated For
  Change-of-Address

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NCOALink
ADDRESS QUALITY TOOLS

• NCOALink Expands Mailers Accessibility To USPS
  National Change-of-Address
• Mailers Can License NCOALink Product For Use
  Within Their Native Mail Processing Environment
• NCOALink Product Licensing Commenced October 1,
  2004
• Ask Your Existing Address Hygiene Product
  Supplier About Their Plans To Market Interfaces
  To The NCOALink Product

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EXAMPLE OF PREVIOUS NCOA DATA FORMAT
ADDRESS QUALITY TOOLS

• NEW SIDE
• 512 KING RIDGE DR
• COLLIERVILLE TN
• 38017-1705 (12)

• OLD SIDE
• DEWITT CRAWFORD
• 5891 PLUM VALLEY DR
• MEMPHIS TN
• 38141-6826 (91)

This example represents a typical customer
change-of-address. This is also typical of the
text representation shown in NCOA.
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EXAMPLE NCOALink CHANGE-OF-ADDRESS DATA
ADDRESS QUALITY TOOLS

• OLD SIDE
• Not present within
• COA/Link data format

• NEW SIDE
• a7 52 f2 22 0a .. .. ..
• 
  

This example represents what a typical customer
change-of-address will look like within the
NCOALink Product.
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AVAILABLE ANNUAL LICENSES AND PRICING
ADDRESS QUALITY TOOLS

• Commercial Distributor License
• 25,000
• Full Service License
• 48 Month Data File
• 175,000
• Additional Site License
• 87,500
• Weekly Updates

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AVAILABLE ANNUAL LICENSES AND PRICING
ADDRESS QUALITY TOOLS

• Limited Service License
• 18 Month Data File
• 15,000
• Additional Site License
• 7,500
• Weekly Updates

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AVAILABLE ANNUAL LICENSES AND PRICING
ADDRESS QUALITY TOOLS

• End User License
• 18 Month Data File
• 7,500
• Additional Site License
• 3,750
• Monthly Updates

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• FASTforward

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FASTforward - WHAT IS IT?
ADDRESS QUALITY TOOLS

• USPS-Licensed Technology That Enables Mailers to
  Obtain Change-of-Address Prior to Mailing
• FASTforward System Consists of
• Tamper-Proof Microcomputer System
• With Defined Interface Protocol
• USPS Supplied Matching Software and
• Encrypted COA Database

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FASTforward - VERSIONS AVAILABLE
ADDRESS QUALITY TOOLS

• Only one Version Currently Available for
  Licensing
• Multiline Optical Character Readers (MLOCR)
  Remote Video Encoding (RVE)
• Updates Mailpieces Directly

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FASTforward - COMMON FEATURES OF BOTH VERSIONS
ADDRESS QUALITY TOOLS

• COA Database With 13 Months of Permanent
  Change-of-Address Records
• COA Database Updated Weekly Via CD-ROM
• FASTforward Licensed Directly to End-User
• Licensees Are Routinely Audited by the Postal
  Service to Confirm Proper Use of the FASTforward
  Technology

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FASTforward EXAMPLE OF AN MLOCR REDIRECTED
MAILPIECE
ADDRESS QUALITY TOOLS
JIM WILSON 123 Main St Memphis TN 38101-1234
DEWITT CRAWFORD
456 ELM ST
MEMPHIS TN 38188-0001
COA-ES 1000 SE 17TH ST 33316
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• Address Change Service
• (ACS)

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ADDRESS CHANGE SERVICE (ACS)
ADDRESS QUALITY TOOLS

• Post-Mailing Service That Provides Electronic COA
  Notices For Mailpieces Undeliverable Due to
  Customer Move Or Deficient Address (Nixie)
• Mailers Apply A Participant Code And An Optional
  Keyline To Mailpiece
• Using ACS Customers Can Reduce Cost Associated
  With Manual Returns Manual Keying Of Data
• (.20 For Electronic Returns verses .70 For
  Manual)
• Centralized Billing

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MAILING LABEL BEFORE ACS
ADDRESS CHANGE SERVICE (ACS)
Optional Endorsement Line
5-DIGIT 22030JAN9 7000 CA3
1508 1T52 2030 CENTRAL LIBRARY3915 CHAIN BRIDGE
RDFAIRFAX VA 22030-3995
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MAILING LABEL AFTER ACS (In Address Block)
ADDRESS CHANGE SERVICE (ACS)
Keyline
Participant Code
BXBJDCK 5-DIGIT 22030JAN9 7000 CA3
1508 1T52 2030 CENTRAL LIBRARY3915 CHAIN BRIDGE
RDFAIRFAX VA 22030-3995
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ACS PROGRAM ENHANCEMENTS
ADDRESS CHANGE SERVICE (ACS)

• USPS Now Accommodates Printing The ACS
  Participant Code Directly On The Face Of The
  Envelope
• Expanded Service Options
• Address Service Requested (Option 2)
• Change Service Requested (Option 2)
• New Fulfillment Options
• Electronic Printed Report Option

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NEW ACS PARTICIPANT CODE PLACEMENT OPTIONS
ADDRESS CHANGE SERVICE (ACS)
Presorted First-Class Mail U.S. POSTAGE
PAID Washington, DC 20260 Permit No. 1
6060 PRIMACY PKWY STE 201 MEMPHIS TN 38188-0001
ADDRESS SERVICE REQUESTED BXBJDCK
On-Envelope ACS Participant Code
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NEW ANCILLARY SERVICE ENDORSEMENT OPTIONS
ADDRESS CHANGE SERVICE (ACS)

• Address Service Requested (Option 2)
• Provides Electronic ACS Notification in
• Addition to Physical Mailpiece Return
• Change Service Requested (Option 2)
• Provides Forwarding for Eligible Mail
• New Options Only Available for First-Class
  Mail
• Using ACS

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CUSTOMER NOTIFICATION OPTIONS
ADDRESS CHANGE SERVICE (ACS)
First-Class
Address Service Requested
Month 1 12
Month 13 18

• ACS Notification
• Mailpiece Forwarded

• No ACS Notification
• Mailpiece Is Returned With New Address
  Information Or Reason For Non-delivery

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CUSTOMER NOTIFICATION OPTIONS
ADDRESS CHANGE SERVICE (ACS)
First-Class
ChangeService Requested
Month 1 18

• ACS Notification
• Mailpiece Is Not Returned

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CUSTOMER NOTIFICATION OPTIONS
ADDRESS CHANGE SERVICE (ACS)
Periodicals
First Occurrence
Forwarding Period
Follow-upNotification
OPTION 1 DAY 1
ACS Notice
60 Days
Form 3579
OPTION 2 DAY 61
60 Days
ACS Notice
OPTION 3 DAY 120
ACS Notice
120 Days
Form 3579
OPTION 4 DAY 1
ACS Notice
60 Days
No Form
OPTION 5 DAY 1
ACS Notice
60 Days
ACS Notice
OPTION 6 DAY 120
ACS Notice
60 Days
ACS Notice
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CUSTOMER NOTIFICATION OPTIONS
ADDRESS CHANGE SERVICE (ACS)
Standard Mail
ChangeService Requested
Month 1 12

• ACS Notification
• Mailpiece Is Not Returned

Address Service Requested
Month 1 12
Month 13 18

• ACS Notification
• Mailpiece Is Forwarded

• No ACS Notification
• Mailpiece Is Returned at Weighted Fee

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CUSTOMER NOTIFICATION OPTIONS
ADDRESS CHANGE SERVICE (ACS)
Package Services
Address Service Requested
Month 1 12
Month 13 18

• No ACS Notification
• Mailpiece Is Returned With New Address
  Information or Reason for Non-Delivery

• ACS Notification
• Mailpiece Forwarded

ChangeService Requested
Month 1 12

• ACS Notification
• Mailpiece Is Not Returned

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NIXIE
ADDRESS CHANGE SERVICE (ACS)

• Provides ACS Mailers With Information Concerning
  Addresses That Are Undeliverable For Reasons
  Other Than A Move

UNITED STATES POSTAL SERVICE6060 PRIMACY PKWY
STE 201MEMPHIS TN 38188-0001 ADDRESS SERVICE
REQUESTED
BXBJDCK 5-DIGIT 22030JAN9 7000 CA3
1508 1T52 2030 CENTRAL LIBRARY3915 CHAIN BRIDGE
RDFAIRFAX VA 22030-3995
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NIXIE CODES
ADDRESS CHANGE SERVICE (ACS)
A Attempted - Not Know B Returned For Better
Address C Outside Delivery Limits E In
Dispute I Insufficient Address L Illegible M No
Mail Receptacle N No Such Number
P Deceased Q Not Deliverable As Addressed
Unable To Forward R Refused S No Such
Street U Unclaimed V Vacant W Temporarily
Away X No Such Office
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ELECTRONIC PRINTED REPORT OPTION
ADDRESS CHANGE SERVICE (ACS)

• Provides ACS Notices
• in Printer-Friendly
• Format
• Print Program Supplied
• on CD-ROM
• Consolidates Information
• into Single Report
• Makes Manual Update
• Processing Easier

512 KING RIDGE DR COLLIERVILLE TN 38017-1705
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ADDRESS CHANGE SERVICE (ACS)
ADDRESS QUALITY TOOLS
Additional Information on the Address Change
Service Program Available at http//www.usps.com/
ncsc/
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WHAT IS THE CURRENT STATUS OF MOVE UPDATE?
ADDRESS QUALITY TOOLS

• Move Update Compliance Reviews Effective March
  2003
• Federal Register Notice (8/28/2003)
• 95 Day Processing of MUD
• 95 Day Processing of CASS
• Use Of A Monthly Data Base
• Disallow Ancillary Service Endorsements
• MUD For Other Classes Of Mail
• http/ribbs.usps.gov (Federal Register)

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DMM - DOMESTIC MAIL MANUAL
REVENUE ASSURANCE

• Move Update Requirement
• DMM E130.3.3 and E140.1.3 - DMM Issue 58 Updated
  7-8-04
• A030 Address Quality
• 1.0 MOVE UPDATE
• 1.1 Basic Standards (includes 185 day
  requirement to update addresses)
• 1.5 Mailer Certification The mailers
  signature on the postage statement certifies that
  the Move Update standard has been met for each
  address in the corresponding mailing presented to
  the USPS.

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REVENUE PROTECTION TOOLS
REVENUE ASSURANCE

• IBI/RP
• Information Based Indicia/Revenue Protection
• Identifies leads where the new IBI is used
• Barcode Duplicate Exceptions
• Meter Status Exceptions
• Register Exceptions
• Short Paid Postage Exceptions
• Move Update / PARS Interface
• PARS is Postal Automated Redirection System
• PARS Interface generates leads for
• Move Update Compliance

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MOVE UPDATE INITIATIVE
USPS/MTAC WORK GROUP 75
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OLD MOVE UPDATE PROCESS
REVENUE ASSURANCE

• Leads
• CFS Unit
• Delivery Unit
• Business Mail Entry
• Phone Call
• Supporting Documentation
• Working Process?
• Yes No Deficiency
• NO Assess a Deficiency

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NEW MOVE UPDATE PROCESS
REVENUE ASSURANCE

• Leads
• PARS Address Management Systems
• Interface
• CFS unit
• Business Mail Entry
• Phone Call
• Supporting Documentation
• Working Process?
• Yes No Deficiency
• NO Assess a Deficiency

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PARS AND ADDRESS MANAGEMENT INTERFACE
REVENUE ASSURANCE

• Mail at origin is processed through the Postal
  Automation Redirection System (PARS)
• Mail is checked for a Change of Address (COA) on
  file with Address Management
• If COA on file, mail is redirected to address.
• If COA on file and older than 185 days, an image
  is captured and a tally started.
• If tally is greater than 100, several images are
  stored.
• Files are sent to Revenue Assurance server for
  analysis and follow-up.

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PARS AND ADDRESS MANAGEMENT INTERFACE
REVENUE ASSURANCE

• BENEFITS
• ? Reduced cost to capture leads
• Fewer visits to CFS
• Fewer fingering mail
• ? All non-compliance pieces for a mailing are
• captured at origin.
• No arguments over number of pieces
• identified as leads
• Able to perform analysis closer to time of
• mailing
• ? Mailer can react quicker to improve mail quality

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REVENUE ASSURANCE
MOVE UPDATE REVIEW PROCESS
Process in Place?
YES
No Deficiency Assessed
Review Documentation from Mailer
NO
Assess A Deficiency
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MOVE UPDATE INITIATIVE
MOVE UPDATE

• Having a correct deliverable
• address is a foundation of an
• effective mailing event.

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MOVE UPDATE INITIATIVE
MOVE UPDATE

• Mailers would prefer to know about
• a revenue shortfall issue before they
• have wasted the effort to induct mail
• into the system.

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MOVE UPDATE ASSURANCE TIGERMAN
MOVE UPDATE
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FOR MORE INFORMATION
ADDRESS QUALITY TOOLS
www.usps.com/ncsc/
Customer Support
AISProducts
1-800-238-3150