# Presentation: 668949

## USPS/MTAC Work Group #75

**MOVE Update**
**Initiative**
**February 5, 2003**
**	****	****	****	****Joel Thomas and Angelo Wider**

**MOVE Update Initiative**

## USPS/MTAC Work Group #75

**Overview**
**	**
**Role Of the Workgroup**
- A joint USPS/MTAC workgroup was established to collectively
- look at MOVE Update compliance and consider what could be
- done to reduce UAA mail and maximize the benefit to the
- USPS/Industry.
**Participants**
- 	Industry – 28
- 	USPS – 3
**Meetings – 8**

**MOVE Update Initiative**

## 
Statement of Purpose

“This is a joint effort with USPS/MTAC to improve mail 
quality.  The improvement of mail quality will result in a 
win-win for both the USPS and the mailing industry.  Our 
purpose is to review and make recommendations on 
ways to reduce costs associated with the UAA mail, 
improve service and ensure compliance.”

**Statement of Purpose**
***“******This is a joint effort with USPS/MTAC to improve mail ***
***quality.  The improvement of mail quality will result in a ***
***win-win for both the USPS and the mailing industry.  Our ***
***purpose is to review and make recommendations on ***
***ways to reduce costs associated with the UAA mail, ***
***improve service and ensure compliance.”***

**USPS/MTAC Work Group # 75**

**MOVE Update Initiative**

## MOVE Update Initiative

**Background**
**July 1997 – Move Update Introduced**
**1998 Price Water House Study**
**2002 Southeast Area Reviews **
**Pacific, Capitol Metro, and N Y Metro**
** ****Workgroup #75**

**USPS/MTAC Work Group # 75**

**Notes:**

To encourage mailers to use address correction methods to maximize timely delivery.

2. UAA mail is less than 3% of the total mail volume, but costs the USPS $1.5 billion.

3. RAs in the Southeast Area discovered problems with Move Update compliance...conducting BMEU/DMU reviews.  The Move Update reviews were adopted as a national initiative and subsequent pilot efforts confirmed the findings of the Southeast Area reviews.

4. The primary focus of the USPS/MTAC Workgroup was to address issues related to the Move Update compliance review process and the impact of the reviews on the mailing industry.  

##      Postal Customer Database

**  ****Lack of Knowledge and Understanding **
**  ****Ambiguous Policy, Procedures and Rules**
**  ****Reluctance to Enforce Compliance**
**  ****Restrictive Application of Updates to Mailings Lists and**
**     ****Postal Customer**** ****Database**
**  ****Statistical Data is Outdated**

**MOVE Update Initiative **

**USPS/MTAC Work Group # 75**

**Notes:**

(Joel) – The USPS initiate a mailer education and awareness campaign. The campaign should include: revised pub available through USPS Website, PCC meetings, special edition Mailers Companion.

2. (Joel) - DMM language not clear and inconsistent.

3. (Angelo) - USPS reluctance to enforce Move Update compliance.  

4. (Angelo) - Move Update does not mandate a mailer have an updated mailing list of database. 

5. (Joel) - USPS does not have current statistical data on the scope of UAA problem and the impact of Move Update. 

## USPS/MTAC Work Group #75

**Concerns/Issues (Cont.)**
**  ****The need for Certification Documentation **
**  ****Deficiency Assessments**
**  ****Pending Rule Change for Expansion**
**  ****Point of Contact**
**  ****Quality and Timeliness of COA Data**
**                                         ****	**

**MOVE Update Initiative**

**USPS/MTAC Work Group #75**

**Notes:**
6. (Joel) - USPS needs to develop a form that can be used by the mailer’s client. 

7. (Angelo) - Workgroup believes deficiency assessments should be assessed to the party responsible.

8. (Joel) – Establishing new methods of calculating assessments on Move Update non—compliance of Standard/Periodicals mailings.

9. (Angelo) – A program to establish a Postal service customer database was beyond the scope of this workgroup.

10. (Joel) – The USPS has identified improvement strategies to enhance the quality and timelines of the USPS’s COA data. 

## USPS/MTAC Work Group #75

**Frequently Asked Questions**
**1.  Should a deficiency ever be assessed?**
**“****A deficiency should be assessed...”**
**2.  How should a deficiency be calculated?**
**“****The difference between the automation rate and the**
**  ****next higher rate...”**
**3.  Should the deficiency be assessed on the entire mailing or a portion of the mailing?**
**“****The assessment is to apply only to that portion of mail**
**  ****found to be in non-compliance...”**
**	****	**

**MOVE Update Initiative**

**Notes:**

(Angelo) – A deficiency should be assessed if the mailing has not gone through an approved Move Update process.

(Angelo) – The amount of the deficiency will be the difference between the automation rate and the next higher rate for which the mail qualifies.

(Angelo) – In those instances when it is documented that only isolated sources are in violation, the assessment is to apply to that portion of mail found to be in non-compliance, not the entire mailing.

## USPS/MTAC Work Group #75

**Frequently Asked Questions (Cont.)**
**Who should be assessed the penalty?**
**	****“****The owner of the mail is responsible...”**
**Should USPS develop a mailer certification document for mailer clients?**
**“****Recommended by the Workgroup to develop a**
**  ****form...”**
**	****	**

**MOVE Update Initiative**

**Notes:**

(Joel) – In those instances where the consolidator presents the mail, the presenter is to provide signed documentation (certification document) to support the owner of the mail is responsible for meeting Move Update.

(Joel) – It was recommended by the Workgroup to develop a form to be used by the mailers with their clients.  The form will facilitate accountability for Move Update compliance.

## MOVE Update Initiative

**Recommendations**
**Awareness/Education Campaign/Policy Training**
**Implement the National Revenue Assurance Initiative for Move Update Compliance**

**USPS/MTAC Work Group #75**

## MOVE Update Initiative

**Timelines**
**Recommendation – January 2003**
**Final Report – February 2003**
**Training – February 2003**
**Communication – March 2003**
**Reviews – March 2003**
**Internal USPS Coordination – Ongoing**

**USPS/MTAC Work Group #75**

## MOVE Update Initiative

**USPS/MTAC Workgroup #75**
**Move Update Initiative**

**USPS/MTAC Work Group #75**