1 USPS/MTAC Work Group #75 MOVE Update Initiative February 5, 2003 Joel Thomas and Angelo Wider MOVE Update Initiative

2 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

3 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

4 Background July 1997 – Move Update Introduced 1998 Price Water House Study 2002 Southeast Area Reviews Pacific, Capitol Metro, and N Y Metro n Workgroup #75 USPS/MTAC Work Group # 75

5 Concerns/Issues 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Compliance Restrictive Application of Updates to Mailings Lists and Postal Customer Database Statistical Data is Outdated MOVE Update Initiative USPS/MTAC Work Group # 75

6 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

7 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

8 USPS/MTAC Work Group #75 Frequently Asked Questions (Cont.) 4.Who should be assessed the penalty? “The owner of the mail is responsible…” 5.Should USPS develop a mailer certification document for mailer clients? “Recommended by the Workgroup to develop a form…” MOVE Update Initiative

9 Recommendations n Awareness/Education Campaign/Policy Training n Implement the National Revenue Assurance Initiative for Move Update Compliance USPS/MTAC Work Group #75

10 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

11 MOVE Update Initiative USPS/MTAC Workgroup #75 Move Update Initiative USPS/MTAC Workgroup #75 Move Update Initiative USPS/MTAC Work Group #75