Click to edit Master title style Mailing Innovation Cap Metro Area Focus Group June 4 2014 Lance Bell Program Manager Business Mailer Support HQ 1

Click to edit Master title style

Mailing Innovation

Cap Metro Area Focus GroupJune 4 2014

Lance Bell

Program Manager Business Mailer Support HQ

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2

Streamlined Acceptance

Full-Service

eInduction

Seamless

Recap and Q&A

Agenda


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The current state of mail acceptance and verification is based on a manual process…


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Future state utilizes technology to improve efficiencies across the supply chain

Click to edit Master title styleAgenda

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Full-Service

eInduction

Seamless

Recap and Q&A

Click to edit Master title style• The following categories are eligible for a per piece Full-Service discount

• First-Class Mail® postcards, letters and flats• Standard Mail® letters and flats• Periodicals letters and flats• Bound Printed Matter flats• Standard Mail Basic Carrier Route (CR) flats*• Standard Mail High Density CR flats*• Standard Mail High Density Plus CR flats*• Periodicals CR flats

• Not Eligible for Full-Service (even with an IMb)• Standard Mail Saturation CR flats• Bound Printed Matter CR flats or DDU-entered flats• Business Reply Mail (BRM), QBRM, CRM or PRM **

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What is Full-Service?

6Introduction

* Not eligible for free full-service ACS** IMb required for QBRM and PRM

Click to edit Master title styleWhat is Full-Service?R

EQ

UIR

EM

EN

TS

Full-Service requires Intelligent Mail barcodes on mailpieces, trays and containers, and requires electronic documentation of mailing information (eDoc).

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Intelligent Mail Barcode

Mailpiece Barcode

Apply unique Intelligent

Mail barcodes (IMb) to

identify each postcard,

letter and flat mailpiece

Tray Barcode

Apply unique Intelligent Mail tray barcodes (IMtb) on

trays, tubs and sacks

Container Barcode

Apply unique Intelligent

Mail container barcodes (IMcb) on

placards for containers,

such as pallets or

APCs, when required

Electronic Documentation (eDoc)

Submit Electronically

Submit Postage

Statement Information &

Supporting Documen-tation like

Qualification Reports

electronically

Identify

Identify party submitting

eDoc

Identify Mail Owner and

Mail Preparer (By/For)

Specify Barcodes

Barcode Information

for Mailpieces, Trays and Containers included in

eDoc

Full-Service Requirements7


MAIL ANYWHERE

• Use of One Permit Across All Mailing Locations (“Mail Anywhere”)

TRACKING & VISIBILITY

• Track and Monitor Service Performance• Start-the-

Clock • Bundle, Tray,

Container, and Piece Visibility and Tracking

LOWERCOST

• Access to lowest possible rates

• Access to mailing incentives

RETIREMENT OF PERMIT FEES

• Elimination of permit fees via Mail Anywhere

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Full-Service Benefits

74% of automation volume is now Full-Service

FREE ADDRESSCORRECTION

• Free Address Correction

• Change of Address and Nixie

IMPROVED DATA QUALITY

Click to edit Master title style• Waiver of permit fee is a Full-Service benefit• Permit fee waived by PostalOne! when cumulative Full-Service percent

remains at 90% or better of total volume

Full-Service Benefits:Permit Fee Waiver

First Class Non-First Class

Start Date Transaction date of first mailing after:• Permit Holder’s Fee Expired• Mailing Agent’s Fee Expired• Full-Service Volume > 90%

cumulative

Transaction date of first mailing after:• Permit Holder’s Fee Expired• Full-Service Volume > 90%

cumulative

End Date The Permit Fee waive ends immediately if the Full-Service volume drops below 90% cumulative

Renewal Date If cumulative Full-Service volume remains over 90%, Permit Fee Waive is renewed annually on the anniversary of the start date.

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Click to edit Master title styleThe Mail Anywhere program allows the same permit to be used at every mail entry site without having to pay additional fees!

New York

Chicago

Benefits:

• Maintain one locally-held trust account or a single CAPS account for mailings nationwide

• Manage one permit versus multiple permits

• Greater flexibility in production of mailings

• Issuing office Permit Number and City/State or Company Permit Imprint indicia may be printed on the piece and entered at any location

Full-Service Benefits: Mail Anywhere

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Click to edit Master title style• Eligible Permit Types:

– Permit Imprint – Precanceled Stamps – Metered Mail – OMAS (future) – Periodicals

• Q: If I’m a mail owner and I switch preparers, am I still eligible for Mail Anywhere?

• A: Yes if your new MSP has been approved

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Full-Service Benefits: Mail Anywhere

Criteria ThresholdFull-Service Volume (%) > 90%Service Type ID Errors < 2%Mailer ID Errors < 2%Unique Piece Barcode Errors < 2% Unique Tray Barcode Errors < 2% Unique Container Barcode Errors < 2% Co-Palletization eDoc Errors < 5%Entry Facility Errors < 5%By/For Errors < 5%

Mail Anywhere is available to customers mail more than 90% Full Service and meet the criteria below for a ‐calendar month

E-mail PostalOne! Help Desk at [email protected] to sign-up for Mail Anywhere

mailto:[email protected]


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Mailer ID (MID)• 6 or 9 digit number issued by USPS• 6 digit > 10M pieces• Used in Intelligent Mail barcodes • Used in eDoc to Identify Mail Owner and Mail

Preparer• MID always associated with a CRID• Single MID may be associated with one CRID or

multiple MIDs may be associated with one CRID

Customer Registration ID (CRID)• Unique ID number issued by USPS• Identifies customer’s physical business location

(address)• One CRID for each business location

CRID4432002

CRIDs and MIDs


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https://gateway.usps.comThrough the Business Customer Gateway (BCG)

Mail Owners can:• Automatically receive a

CRID and MID when creating an new business account

• Obtain additional MIDs for an existing business account

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Register new account to obtain CRID and MID

CRIDs and MIDs: How to Obtain One as a Mail Owner


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Obtain additional MIDs through “Mailer ID” portal through:- Mailing Services menu - Shipping Services menu OR

- The Favorite Services panel Mailer ID button

Click on “Request a MID”

Select the business location, type of MID and the quantity of MIDs requested

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CRIDs and MIDs: Requesting anAdditional MID as a Mail Owner


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Mail Owners may view their CRID and MID(s) by clicking on Manage Account under the

Manage Profile page

If a user has multiple locations (CRIDs), after clicking on “Manage Account”, they can view all their CRIDs under the “Manage Locations” tab.

CRIDs and MIDs: Mail Owner View

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Click to edit Master title styleMail Service Providers functionality:

1. Obtain Individual or bulk MIDs and/or CRIDs on behalf of clients and 2. Validate MID or CRID information provided by a client

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CRIDs and MIDs for MSPs

Option will only be present when the user has a

business location (CRID) designated as an MSP on

their account

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Click to edit Master title styleMail Preparers can request individual/bulk CRIDs and/or MIDs

and validate CRIDs and MIDs on behalf of a client

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CRIDs and MIDs for MSPs:Requests & Validations


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Intelligent Mail Barcodes

Intelligent Mail Barcode for Mailpieces

Intelligent Mail Barcode on Handling Units

Intelligent Mail Barcode for Containers

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• Barcode uniqueness• Must remain unique for the previous 45 days from the postage

statement mailing date• Enables tracking• Provides data to mailers

Intelligent Mail Barcode for Mailpieces

Barcode uniqueness is comprised of:Class of Service Type (STID)+Mailer ID (MID) + Serial Number

Exception:For mailings less than 10,000 pieces where postage is affixed to the piece at the correct price OR all mailpieces are identical weight and separated by price In these conditions, mailers may use identical barcode Serial Numbers within a single mailing but must maintain uniqueness across mailings for 45 days

Click to edit Master title style• A three-digit code in each IMb• Provides the following information:

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Intelligent Mail Barcode for Mailpieces: Service Type ID

– Mail class– Address correction service, if any– ACS options– Full-Service or non Full-Service– IMb Tracing, if desired

Example STIDS

A table of STIDs is available on the RIBBS website:https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf

STID Class ACS Option Disposition of UAA Mail Imb Tracing041 First Class Full-Service ACS Forwardable mail forwarded. All other UAA

returned to sender with reason for non- delivery affixed.

Destination

045 Periodicals Full-Service ACS Forwardable mail forwarded first 60 days after customer move, all other UAA disposed.

Destination

261 Standard None All UAA mail disposed. None

603 Bound Printed Matter

Traditional ACS Requested use of Traditional ACS data in address block.

None

https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf


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Barcode uniqueness is a comprised of:Mailer ID (MID) + Serial Number

I N T E L L I G E N T M A I L B A R C O D E O N H A N D L I N G U N I T S

Intelligent Mail Barcode: Handling Units



For Mailings less than 10,000 pieces, mailers may use identical Serial Numbers within a single mailing but must maintain uniqueness across mailings for 45 days if all pieces are identical weight and separated by price or if postage is affixed to the piece at the correct price


I N T E L L I G E N T M A I L B A R C O D EF O R C O N T A I N E R S

Barcode uniqueness is comprised of:Mailer ID (MID) + Serial Number

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Intelligent Mail Barcode: Containers




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• Used on containers such as pallets, All Purpose Containers (APC), hampers, and pallet boxes.

• Includes the Intelligent Mail Container Barcode (IMcb) and text identifying the destination and type of mail.

• At least two clearly visible placards must be affixed on adjacent sides of each pallet, outside of any shrink wrap (see DMM section 708.6.6 for more info)

• Container Placards can be two sizes:– 8” minimum by 11”– Self Adhesive 4” by 7”‐

• Required for Full-Service mailings but there are some exceptions– Generally container barcodes and placards are not required for small volume mailings

entered at a BMEU or Post Office

Container Placards

Rule of ThumbIf you have more than 1 pallet for a mailing, a container placard is required


IMb

Electronic Mailing Information (eDoc)

Rich Mailing Information

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• What goes in eDoc?– Unique barcodes– Nesting identification: which pieces are in which trays and which trays

are in which container– Rate information– Identification of eDoc submitter, Mail Owner and Mail Preparer (By/For)– Entry location of mail (Locale Key)

Electronic Documentation (eDoc)

Click to edit Master title styleeDoc: CRIDs and MIDs Used for Identification

Uses of CRIDS and MIDs

• eDoc submitter is identified by the CRID• Mail Preparers and Mail Owners must be identified within the eDoc

– This identification is called BY/FOR

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Exception: If a Mail Preparer mails for multiple Mail Owners and some have fewer than 5,000 pieces per mailing, those Mail Owners do not need to be identified within eDoc to claim the Full-Service discount but will need to be included if the Mail Owner wishes to receive Full-Service Feedback such as address correction.

Mail Preparer (BY)

Identification through:• CRID• MID

Mail Owner (FOR)

Identification through:• CRID• MID• Permit


USPS uses the Mail.dat/Mail.XML Mail Owner fields to:

– Identify Mail Owners for Full-Service compliance (By/For)• Mail Owner MID, Mail Owner CRID, or the Mail Owner Permit

determine if the Mail Owner is identified in the eDoc

–Validate nonprofit rate eligibility • Today, USPS validates Mail Owner Permit or the paying Permit for

valid nonprofit authorization

–Display Mail Owners on Postage Statements • Only displays information if Mail Owner permit field is populated

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eDoc: USPS Use of By/For

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Note: BY/FOR data is also used for determining volume for various incentive programs offered by the Postal Service

Click to edit Master title style• Mail Preparer will receive Start-the-Clock, Visibility, and Mail Quality

Feedback • Mail Owner will receive ACS, Start-the-Clock, Visibility, and Mail Quality

Feedback

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eDoc: Who gets Data using By/For?

Mail Preparer Mail Owner

ACS YES

Start-the-Clock YES YES

Container Visibility YES YES

Tray Visibility YES YES

Bundle Visibility YES YES

Mail Quality YES YES

Note: Piece Visibility (IMb Tracing) is provided to the MID on the mailpiece


• Data Distribution profiles allow a third party to receive Full-Service data• Full-Service ACS™• IMb Tracing • Full-Service Start The Clock/Container Visibility • Bundle Visibility• Tray Visibility

• Profiles are set up in the Mailer ID system• Parties must be entered into the Mailer ID address book in order to be

selected for a data distribution profile• MID Owners also have the option to delegate management of their data

distribution profile to a third party

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eDoc: What Are Data Distribution Profiles?


• Unique identifiers used for USPS origin entry and drop shipment sites for each contaainer

• Should be populated in Mail.dat and Mail.XML

• Obtain at fast.usps.com

• Click on Resources

• Click on Drop ship Product File29

eDoc: Entry Location of Mail Locale Keys

• These files should be incorporated into your software• When you create eDoc, your software should give you the opportunity to

identify where you are entering your mail

eDoc: Entry Location of Mail Locale Keys

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To retrieve the files manually, click on…

• Mail Direction files or the Address file for Destination entry

• BMEU File for Origin entry


Mail.dat

• Mailer uses own software or vendor software to create electronic file

• Mail.dat is an electronic file that represents the mailing and contains the Postage Statement and qualification information

• Mail.dat uses a fixed file format to send mailing information

Mail.XML

• Mailer uses own software or vendor software to create electronic file

• Mail.XML is an electronic file that represents the mailing and contains the Postage Statement and qualification information

• Allows two-way conversational communication letting the customer select data fields submitted

Postal Wizard

• Separate software is needed to generate barcodes

• Mailer types postage information into online forms in Postal Wizard, a USPS tool

• Postal Wizard creates the electronic postage statement

Intelligent Mail Small Business Tool (IMsb)

• USPS software designed for small-volume mailers

• Allows mailers to print an IMb on pieces and tray labels to prepare Full-Service mailings, including electronic submission of postage statements

• Limited to 10k pieces

31Full-Service Requirements

eDoc: Methods

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eDoc: Full-Service Electronic Verification

• Full-Service Electronic Verification is a system-driven check of the mailer’s electronic mailing documentation against Full-Service preparation rules

• All verifications are performed only looking at values provided in the eDoc

• Results available within 48 hours of processing the mailing

This is why preparing your eDoc correctly is so important!


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Mailer Scorecard

• Summarizes Full-Service performance

• Compare across facilities

• Available for eDoc Submitters, preparers and owners

• Manage mailing quality

• View errors in detail


Mailers will be expected to be below thresholds before activation

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eDoc: Full-Service Electronic Verification

Verification What is it? Threshold

Service Type ID STID provided in IMb valid and appropriate for both the class of mail and service level of the mailpiece 2%

Mailer ID MID provided in barcode is valid 2%

Unique Container Barcode (IMcb)

IMcb is unique across all mailings from all mailers for the past 45 days 2%

Unique Handling Unit Barcode (IMtb)

IMtb is unique across all mailings from all mailers for the past 45 days 2%

Unique Piece Barcode (IMb) IMb is unique across all mailings from all mailers for the past 45 days, excluding some small mailings 2%

By/For - Invalid By/For - Mail Owner = Mail Preparer - Mail Owner is an MSP

eDoc Mail Owner and Mailing Agent identification is provided and accurate 5%

Co-Palletization Trays/Sacks marked for co-palletization have eDoc submitted by both the origin facility and consolidator 5%

Entry Facility Entry facility in the eDoc is valid USPS facility 5%

Click to edit Master title style• Total Full-Service volume for previous calendar month (Dec 2014) used to

evaluate if established thresholds met for electronic verifications– If thresholds met, no invoice generated– If thresholds exceeded, invoice is generated 10 days after month end

• Within 10 days of invoice generation– Mailer may be paid invoice in PostalOne! using any permit linked to their CRID– Mailer may request a review by USPS if they disagree with the invoice

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Full-Service Invoices – January 2015

10 Days10th 20th End of month

Verification Threshold

Service Type ID 2%

Mailer ID 2%

Unique Piece Barcode (IMb), Tray Barcode (IMtb), and Container Barcode (IMcb) 2%

By/For 5%

Co-Palletization 5%

Entry Facility 5%

Click to edit Master title styleMailer Scorecard: How to Access

• Enter the appropriate user name and password in the Business Customer Gateway– Select Sign In

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• Scroll down to the Tools & Wizard section– Select Mailing Reports

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• Select Mailer Scorecard

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Reports can be run as the eDoc submitter or Mail Owner

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The information is similar - the following illustrates the eDoc submitter view

Mailer Scorecard: How to Access


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Mailer Scorecard: How to Access

Right-click on a CRID in the Mailer Scorecard to drill into a detailed report


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Error Details by Error Type

• The Error Details by Error Type report is the default drill from the Mailer Scorecard and provides the listing of error codes and number of errors

• Choose the Full-Service Electronic option to view errors

• Drill from the Error Details by Error Type Report to view the Mail Quality Detailed Error Report, which provides even greater detail

• Detailed errors include potential resolution actions and additional error information to further investigate the errors

Reports: Error Details by Error Type


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Job Error Type

• The Job Error Type report is the drill from the Error Details by Error Type report or directly accessible from the Mail Quality folder

• Provides error details for a specific job

Reports: Job Error Type

Job Error Type


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Detailed Error

• The Detailed Error report is the drill from the Job Error Type report

• Provides error details at the finest level

Reports: Detailed Error

Detailed ErrorError Code

Error Description Error Data Resolution Action

7605 The same Tray Barcode (IMtb) from the eDoc (.csm or Mail.XML QualReport) was used more than once within 45 days of the Postage Statement Mailing Date, across Jobs

Job ID = AMC1379Container ID = 004567

Do not populate an IM Tray Barcode field in the .csm file of the Mail.dat or in the ContainerBarcode element of the ContainerInfoDataBloack of Mail.XML with the same MailerID/Serial Number combination across mailings within 45 days of the Postage Statement Mailing Date


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Full-Service Mailing Solutions

When getting started with Full-Service…

Talk to your MSP• Consider using a Full-Service Certified MSP

Talk to your software provider • Consider using a Full-Service Software Vendor

List of certified MSPs and full-service software vendors are available on RIBBS under Getting Started with Full-Service Intelligent Mail

Click to edit Master title style• Minimum 90 days of Full-Service mailings required to be eligible for

certification

• Two types of certification• Standard• Platinum

• How to get certified• Review your Mailer Scorecard• Submit an application• USPS internal review

RIBBS Intelligent Mail Getting Started page:

Full-Service Mailing Solutions:MSP Certification

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Standard / Platinum Full-Service Certification • To qualify:

• Achieve/Maintain quality thresholds in scorecard

• Establish quality processes to meet standards

• Perform internal audits• Achieve a score of 95% or

higher on an external audit• Benefits

• Listing on RIBBS/USPS.com website

• Certificate

8 – Work Group 149 – Final UpdateFull-Service Mailing Solutions:MSP Certification

Verification ThresholdService Type ID 2%

Mailer ID 2%Unique Piece Barcode (IMb), Tray Barcode (IMtb), and Container Barcode (IMcb)

2%

By/For 5%

Co-Palletization 5%

Entry Facility 5%

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Full-Service Mailing Solutions:Certified MSPs

Certified mailers listed in MSP/Mail Owner Informational Sheet on RIBBS: - Located in right “Important Updates” side bar on every RIBBS page


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Full-Service Mailing Solutions:Software Vendors

USPS has been working with Software Vendors to certify their products

To become a certified Full-Service Software Vendor, follow these steps:

1. Gain Access to TEM 2. Fill out Enrollment Tool to Determine Relevant Test Scenarios 3. Generate, Submit and Review Test Files 4. Submit Completed Vendor Enrollment Tool with Test File Job ID Numbers 5. Review Finalize Postage Statements and Review Outputs of Test Scenarios 6. USPS will Record Capabilities and Issue Authorization

For more information, go to RIBBS > Certifications > eDoc & Full Service and click on “eDoc and Full-Service Authorization Guide for Software Vendors”

https://ribbs.usps.gov/electronicdoc/documents/tech_guides/temguides.htm




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Certified Full-Service Software Vendors are posted on the RIBBSeDoc & Full-Service page (Certifications > eDoc & Full-Service)


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Note:TEM is NOT REQUIRED for mailers using one of these vendors


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Full-Service Mailing Solutions:Software Vendors (cont’d)

*Reminder:TEM NOT REQUIRED if using one of these

Click to edit Master title style• Post Presort Software Vendors

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Reminder: TEM NOT REQUIRED if using one of these


Three environments accessible from the BCG:1. Test Environment for Mailers (TEM)

• For new mailers who have never tested before and do not have existing profiles• Required for Full-Service mailers not using a certified vendor

2. Pre-Production Environment (Pre-Prod) • For existing mailers ( who have typically already moved to Full-Service) who want to

test upcoming functionality the month before a release

3. Production• For uploading live files

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Full-Service Mailing Solutions: USPS Environments


• Guide to Intelligent Mail for Letters and Flats : https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf

• 2014 Release Information including Schedule and Release Notes: https://ribbs.usps.gov/intelligentmail_schedule2014/releaseoverview2014.cfm

• Mail.dat Technical Specification: https://ribbs.usps.gov/intelligentmail_schedule2014/releases/July2014/docs/techspecs/PostaloneMaildatTechSpecR36_R37_R38.pdf

• Mail.XML Technical Specification: https://ribbs.usps.gov/intelligentmail_schedule2014/releases/July2014/techspecs.cfm

• Full-Service Training: https://ribbs.usps.gov/index.cfm?page=intellmailpresentations

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Additional Full-Service Resources

https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf



https://ribbs.usps.gov/intelligentmail_schedule2014/releaseoverview2014.cfm

https://ribbs.usps.gov/intelligentmail_schedule2014/releaseoverview2014.cfm

https://ribbs.usps.gov/intelligentmail_schedule2014/releases/July2014/docs/techspecs/PostaloneMaildatTechSpecR36_R37_R38.pdf



https://ribbs.usps.gov/intelligentmail_schedule2014/releases/July2014/techspecs.cfm

https://ribbs.usps.gov/intelligentmail_schedule2014/releases/July2014/techspecs.cfm

https://ribbs.usps.gov/index.cfm?page=intellmailpresentations

https://ribbs.usps.gov/index.cfm?page=intellmailpresentations


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Streamlined Mail Acceptance

Automation

Simplification

Full-Service eInduction Seamless Acceptance

Remember that the future of mail is…

Self Service Terminal


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Mail visibility is key to the success of the Streamlined Mail Acceptance strategy


Apply Unique Barcodes

Transform Data into

Actionable Information

Transmit Data to Mailers

Capture Every Scan

Opportunity

Submit Electronic

Documentation

Perform Sampling


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Full-Service

eInduction

Seamless

Recap and Q & A


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Prepare Mail

eDoc Upload and

USPS Validations

Scan Container

PlacardInduct Mail

Review mail quality reports

eInduction Overview


IMcb/Placard Requirements• Unique Intelligent Mail Container Barcode on each container• 2 container placards including IMcb • Include IMcb in eDoc

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Prepare Mail

Refer to the eInduction Guide for Mailers https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/eInduction_Guide_for_Mailers.pdf

With optional eInduction identifier:

Click to edit Master title styleeDoc Types

• Mail.dat • Mail.XML • Postal Wizard

Identify containers for eInduction • eDoc eInduction Indicator: Set to “Y”

Payment Requirements• All containers must be on a finalized postage statement prior to

container shipment. Exception: containers submitted with a continuous MID

Destination Identification Requirements

• Actual entry location must be identified in the eDoc or appointment• Containers identified as Origin in the eDoc require a PS Form 8017

DSMS Mailers• No changes to DSMS release• eInduction containers cannot be included on paper 8125-CD• Checked as a part of the DSMS audit

Co-Palletization/Co-Mailing• Use Mail.XML message to upgrade pallets to eInduction

(ContainerManifestCreateRequest message)

Accept Mis-Shipped Containers

• Optional: containers are accepted at any induction location, preventing re-handling

• Mailers invoiced for difference between rate paid and origin entry rate

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Prepare Mail

Refer to the eInduction Guide for Mailers https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/eInduction_Guide_for_Mailers.pdf


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eDoc Upload and USPS Validations

Shipping Summary Report• Available in PostalOne! dashboard once eDoc uploaded

• Displays validation status• Confirm containers are ready to induct


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Scan Container Placard

Status Expected Not-Expected Mishipped Duplicate

Description Container is paid for and the container is at the correct location

Container is not paid for, or it’s a non-eInduction container

Container is paid for but at the incorrect location

Second (or additional) container with the same barcode scanned on the same appointment

Result Container inducted Container held for resolution; may be accepted on paper 8125

Container rejected Container rejected

When a container is scanned, the Surface Visibility scanner will display one of four statuses:


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Error Description Threshold

Payment Continuous MID container unpaid within 10 days of induction > .1%

Duplicate Container with same barcode was inducted on a previous appointment > 1%

Mis-Shipped Container shipped to wrong destination, when Accept_Misshiped = Y > 2%

Entry Point Discount Rate paid for drop ship discount incorrect for induction location

> 2%

Zone Discount Periodicals Only: rate paid for zone discount is incorrect for induction location > 1%

Review Mail Quality Reports

Review mailer scorecard to identify containers with preparation issues

Click to edit Master title styleReview Mail Quality Reports

• Display live data from PostalOne!• Give current status of mailings at time

report is generated• Searches at the job/container level

Real-Time Reports

• Roll-ups of data across all systems • 1-2 day delay on data availability• Allows for trend reporting, threshold

analysis, and deep dives • Search at the CRID/job/container level

Trend and Error Reports

There are two classes of mailer reports in eInduction:

Shipping Summary Report

1. Mailer Scorecard2. Mail Quality

Report3. eInduction Mailer

Summary

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Click to edit Master title styleReview Mail Quality Reports: Trend Reports

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Review Mail Quality Reports: Trend Reports

• The eInduction Mailer Summary Report is available as a separate report in the Mail Quality folder to job and container

• Allows the drill to specific jobs and containers and include information on all eInduction errors


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Contact the FAST

Helpdesk

BMS Analyst assigned

BMEU/DMU personnel

trained

BMS checks eDoc for

eInduction readiness

Mailer CRID activated

when BMEU/DMU

personnel trained

BMS notifies mailer upon

activation

eInduction Onboarding

[email protected]

1-877-569-6614


SV Expansion• 10 sites by June 2014• Increase SV coverage to 85% of mailer shipment

volume

Non-SV Scanning Solution• Eliminates appointment association requirement• Post-induction validations only• Q1 FY2015

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eInduction Expansion


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Full-Service

eInduction

Seamless

Recap and Q & A


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Seamless Benefits

• Longer mail production cycle

• Standardized acceptance and verification process

• Verifications performed electronically reducing complexity

• Auto-finalization puts control of postage payment into your hands

• Allows for improved feedback and identification of trends

• Trend based quality measurements means you won’t be penalized for a problem with a single mailing


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How Seamless Works

1. Mailer submits eDoc

2. Statements auto-finalize

3. Capture sampling data using handheld scanners

4. Capture data from Mail Processing Equipment (MPE) scanning

5. Compare data captured to eDoc

6. Detailed Mail Quality reporting

Click to edit Master title style• Scans and samples are compared to electronic documentation

– Data collected over the entire calendar month will be used to evaluate quality– A problem with a single mailing won’t result in additional postage

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Current:Quality determined based on a limited numbers of mailings

and mailpieces, then extrapolated to all mailings

Future:All mailings submitted in an entire calendar month are used to determine quality

Seamless Overview


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Seamless Overview

Electronic Documentation

Sampling

Mail Processing Equipment

Have all the pieces been paid for?

Are the pieces addressed correctly?

Is the mailing prepared correctly?


Is the mailing prepared correctly?

Are the pieces addressed correctly?Have all the pieces been paid for?

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Undocumented (Piece)

Piece barcode is paid for and included in an eDoc

Delivery Point

Confirms that 5-, 9-, or 11-digit delivery point in the IMb is valid

Move/Update

Validates that addresses in a mailing list are periodically updated

Weight

Physical weight matches the weight in the eDoc

Postage

Postage affixed matches the eDoc

Mail Characteristic

Mail traits match eDoc (processing category; class; non-profit; etc.)

Barcode Quality (Piece)

IMbs are formatted per USPS standards

Nesting/Sortation

Physical sortation meets mail preparation rules

Barcode Scan Rate (Piece)

IMbs are machine readable

Seamless Overview


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How Seamless Works

• As part of Seamless Acceptance, the following verifications will be performed:

Verification eDoc MPE Scans Sampling

Mailer Contact

ThresholdEgregious Threshold

Undocumented X X 0.5% 0.8%

Delivery Point X 2% 5%

Move/Update X 0.5% 0.5%

Nesting/Sortation (MPE) X 1% 3%

Nesting/Sortation (eDoc) X 2% 4%

Nesting/Sortation (Sampling) X 3% 5%

Mail Characteristic X 0.1% 0.5%

Postage X 2% 5%

Weight X 3% 5%

Click to edit Master title styleReports: Mailer Scorecard

• The Mailer Scorecard provides a dashboard view summarizing performance, the Seamless tab displays results of Seamless Acceptance automated validations and the Manual Sampling tab displays results from sampling

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Click to edit Master title style• Provides Results from key verifications of mail preparation gathered through comparison

of scan from mail processing equipment or handheld scanner to eDoc.

Reports: Mailer ScorecardSeamless Tab

Field What is it?

CRID Seamless Status CRIDs can not be participating in Seamless, in Seamless testing (parallel run), or participating in the program

Seamless Jobs, Containers, Handing Units, Pieces

Count of the number of mailings, container, handling units, and mailpieces in Seamless. % of total mail volume participating in Seamless Acceptance.

% Jobs not Auto-Finalized % of mailings that were not automatically finalized by the USPS on the mailer provided postage statement mailing date

Piece & Adjusted Piece Scan Rate % of pieces that were scanned by USPS on processing equipment

Nesting and Sortation ErrorPieces were not nested to the handling unit or container identified in the eDoc when scanned on processing equipment, when sampled by handheld, or, presort was not prepared per the DMM (eDoc)

Entry Facility Error Entry location for a container was not valid or was not correct

COA Error Change of Address notifications were generated for pieces that should have been already updated

DPV Error Delivery point in IMb was not valid

Mail Characteristic Error Mail piece did not match processing category, mail class or content type from eDoc (sampling)

Postage Error Postage payment method or amount did not match eDoc (sampling)

Weight Error Piece weight did not match piece weight from eDoc (sampling)

% Undocumented Pieces Percent of pieces scanned on mail processing equipment that could not be matched to eDoc 77


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Undocumented

• How does the undocumented process work?

• IMb is matched back to the eDoc after being scanned

• Both Full-Service and non Full-Service piece scans

• Continue to try to match IMbs to eDoc for 3 days after the scan

• Undocumented pieces are reported to the CRID registered for the MID in the IMb

• Undocumented pieces are displayed in the Undocumented Detail Report


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• How do I avoid undocumented mailpieces?

• Submit eDoc for all barcoded mailpieces including single piece volume, miscellaneous statements, 3606, etc.

• Confirm that all postage statements are finalized in a timely manner

• Resubmit eDoc for any mailpieces that were identified as wasted in eDoc and mailed on a later date

• Use the Service Level Indicator of Other (not PostNet) for non-automation pieces that are sprayed with an IMb

• Work with your consolidator to validate that .oci files are submitted and that all trays are scanned as pallets are created

Undocumented

Click to edit Master title styleOnboarding: Seamless Parallel

• The path to Seamless Acceptance starts with on-boarding to Seamless Parallel

• All mailers over 70% full-service will be placed on Seamless Parallel

Submit eDoc for all automation mailings

Ensure that eDoc includes piece level detail (.pdr, .pbc, MailPieceBlock)

Work toward barcoding 100% pieces with unique IMb (Auto and Non-Auto)

Review new eDoc warnings for Seamless

Provide unique barcodes for all pieces, handling units and containers

Submitting Seamless eligible Mail Classes (First Class, Standard, Periodicals,

Bound Printed Matter) and Processing Categories (Letters, Cards, Flats)

Meet Full Service co-palletization requirements (if applicable)

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Click to edit Master title style• Once on Seamless Parallel you can work with USPS to understand your mail

quality results and prepare for Seamless Acceptance

Begin to review Seamless results on the Mailer Scorecard

Evaluate your results against the “Mailer Contact” thresholds

Work with USPS to identify the root causes on any issues

Resolve any mail preparation issues identified in Parallel

Demonstrate mail quality under thresholds for at least one

calendar monthActivate Seamless Acceptance

Onboarding: Seamless Acceptance

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Seamless Activation

• Once activated, you will be measured against the egregious thresholds for a limited period

VerificationMailer

Contact Threshold

Egregious Threshold

Undocumented 0.5% 0.8%

Delivery Point 2% 5%

Move/Update 0.5% 0.5%

Nesting/Sortation (MPE) 1% 3%

Nesting/Sortation (eDoc) 2% 4%

Nesting/Sortation (Sampling) 3% 5%

Mail Characteristic 0.1% 0.5%

Postage 2% 5%

Weight 3% 5%


Questions?

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Documents

Click to edit Master title style Mailing Innovation Cap Metro Area Focus Group June 4 2014 Lance Bell Program Manager Business Mailer Support HQ 1