1 Move Update Timeline & Project Status Resources and Guides Update Transitioning to Full...

1

Move Update

Timeline & Project Status

Resources and Guides Update

Transitioning to Full Service

Business Customer Gateway

Training & Communications

Scope of November Release

Issues

Acceptance and Verification

IMB Placement

MERLIN Changes

2

Move Update®

3

►November 2008, window for compliance reduced to 95 days

►November 2008, added Standard Mail

►Postal Service has fully deployed a system that accurately measures Move Update Quality

4

►Initially deferred implementation date from November 2008 to May 2009

►Further delayed implementation to January 2010

►Existing Move Update requirements remain in effect

5

►The USPS has been providing Move Update reports to Mailers

►Information leads to significant improvement in Move Update quality

►Three specific examples:

6

The USPS Collaboration with Mailers on Move Update has resulted in quality improvement

Mailer Quality Jan 18 – 31 Mar 1 – 18

Mailer 112.14 % 3.47 %

Mailer 236.67% 11.54%

Mailer 3

31.8% 0%

Quality Improvement

7Data Source: Jan – Mar 2009

Distribution of Error Rate

0

5,000

10,000

15,000

20,000

25,000

Error Rate

Num

ber

of M

ailin

gs

Error Rate

8

►The data clearly indicates this is not an Industry-wide problem:

– 55% of all mailings have 5% or less errors

– Nearly Two-Thirds are less than 10%

– 84% currently achieving threshold [30%]

9

Timeline/Project Status

10

10

JUN JUL AUG SEP OCT NOV DEC JAN FEB

CY 2008

Requirements

MAR APR MAY JUN JUL AUG SEP OCT NOV

CY 2009

FY 2009FY 2008 FY 2010

DEC

Design

Build 11/17 – 3/12

SIT 2/2 – 4/19, SASP, Confirm: 2/2 – 4/12

CAT 3/16 – 5/4 (SASP SIT/CAT overlap)

Prep 4/27 – 5/8

Cut Over 5/8 – 5/10

Prep

Prep

Price Chg

Full Service Project Schedule

Go Live 5/11

Change Control

5/4– Business Signoff / Acceptance

11/16/08 - P1! Release 18.0

01/19/09 - P1! Release 18.1

03/30/09 - P1! Release 19.0

05/10/09 - P1! Release 20.0

05/10/09 - Full Service Release 1

05/10/09 - Price Change

05/18/09 - Test Environment Mailers [TEM]

11/29/09 - Full Service Release 2

TEM 5/18

Rel 2

111111

Deliverable Plan Lines and Milestones Past Due77% complete vs. expected 79%

There are 10 milestones past due as of 4/17/09.Full-Service Milestones

0

50

100

150

200

250

300

350

400

450

500

Cumulative Plan Cumulative Complete

10 Past Due

Program Target % Complete: 79%Program Actual % Complete: 77%

Key Upcoming Milestones:

MID/CRID Data Migration and Cleansing Phase 1: 4/30

Hour-by-Hour Release 1 Deployment Schedule: 4/30

CAT Test Release 20 Complete: 4/30

Performance Test Execution Complete: 5/1

Release 1 Go-Live: 5/11

Milestones Overdue as of 04/17/2009

NameFinish Date Owner

New Target Notes

SASP - CERT Ready 4/17/2009 Rowland 4/24/2009 Host completion needed by 3/21 still pending.SASP- DR Ready 4/14/2009 Rowland 5/3/2009 Host completion still pending.

Confirm - Performance Test 4/17/2009 Laffey 4/24/2009Tech Refresh schedule affecting Confirm performance test schedule.

eAdmin - PROD Ready 4/14/2009 Rowland 4/24/2009eAdmin will need to submit CR for PROD and CAT Security Scans.

IMB - System Readiness - Post/Publish Release Note (Pre-Release), Release 20 4/13/2009 Siniscalchi 4/24/2009Completed and under review; expect to publish on 4/24.

IMB - Cust Interaction and Training - Deliverable #9 Mailer Perspective Overview Module 4/10/2009 Simone 5/1/2009 Making final updates.IMB - Cust Interaction and Training - Deliverable #10 Mailer Perspective Requirements Module (for mailer participation)4/10/2009 Simone 5/1/2009 Making final updates.IMB - Cust Interaction and Training - Deliverable #11 Mailer Perspective Bar Codes Module 4/10/2009 Simone 5/1/2009 Making final updates.

IMB - Cust Interaction and Training - Refresh all guides (IT/Accenture support) 4/15/2009 Simone 4/24/2009All Guides posted to RIBBS with the exception of CSA (expected 4/23).

MID- PROD Ready 4/14/2009 Rowland 4/20/2009App configuration delayed until after NCRB implementation, which is expected by 4/24.

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Total ScriptsScripts Planned Scripts Executed Scripts Passed

1087

(100%)

1087

(100%)

1087

(100%)

1087

(100%)

0200400600800

100012001400160018002000

2-Mar

4-Mar

6-Mar

8-Mar

10-Mar

12-Mar

14-Mar

16-Mar

18-Mar

20-Mar

22-Mar

24-Mar

26-Mar

28-Mar

30-Mar

1-Apr

3-Apr

5-Apr

7-Apr

9-Apr

11-Apr

13-Apr

15-Apr

17-Apr

Num

ber o

f Scr

ipts

Full Service Overall Execution

Planned

Actual

Passed

Pass 1 Complete

Pass 2 Complete

Systems Integration Test [SIT] is complete

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Total TestsTotal Tests Executed

Planned Tests (To Date)

Planned Tests Executed

6697 4773 5460 4773

71% 87%

CAT Execution Plan

0

1000

2000

3000

4000

5000

6000

7000

8000

30-M

ar

31-M

ar

1-Ap

r

2-Ap

r

3-Ap

r

4-Ap

r

5-Ap

r

6-Ap

r

7-Ap

r

8-Ap

r

9-Ap

r

10-A

pr

11-A

pr

12-A

pr

13-A

pr

14-A

pr

15-A

pr

16-A

pr

17-A

pr

18-A

pr

19-A

pr

20-A

pr

21-A

pr

22-A

pr

23-A

pr

24-A

pr

25-A

pr

26-A

pr

27-A

pr

28-A

pr

29-A

pr

30-A

pr

1-M

ay

2-M

ay

3-M

ay

4-M

ay

5-M

ay

6-M

ay

7-M

ay

8-M

ay

9-M

ay

10-M

ay

Cum

ulati

ve T

est C

ases

Total CAT Execution Plan Line

Cumulative Planned Execution

Cumulative Actual Execution

Forecast Trend

RETEST

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Receive and Process Electronic Documentation

»Postal Wizard

»Mail.dat 09.1 (except Manifest mailings) Support Customer Supplier Agreements

Provision Start-the-Clock for Mail.dat users

Provision Address Correction for Mail.dat users

Support Mail.XML Appointment Scheduling, Data Distribution and Miscellaneous Messages

PostalOne! Release 20

Pre-Production Testing (CAT)

Production Environment

Test Environment

03/31 – 04/24/09 05/11/09 05/18/09

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System Readiness

Identify and fix System Issues

Resource Readiness

Implement Learnings and Best Practices Establish and Validate Tolerances Refine Processes, Procedures

Mailer Readiness

Approval and Activation

Release 2 November 29, 2009

Intelligent Mail Program Evaluation

May 2009 –Onwards

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Resources and Guides Update

17Ready, Set, Go!

ResourcesResources

Additional information about all of the topics covered in this presentation can be found on RIBBS™.

Click on Intelligent Mail® Services and then click on “Guides” as shown here.

All of the supporting documentation references is shown under “Important Links”.

Additional information about all of the topics covered in this presentation can be found on RIBBS™.

Click on Intelligent Mail® Services and then click on “Guides” as shown here.

All of the supporting documentation references is shown under “Important Links”.

18Ready, Set, Go!

ResourcesResources

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Name of Guide Description Internet Link

“A Resource Map to Intelligent Mail Documents”

Lists all the documents, guides and source materials that you will need in transitioning to Intelligent Mail services.

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

“A Beginners Overview to Intelligent Mail Services”

Provides information on what Intelligent Mail services offer and require, Intelligent Mail barcodes and their benefits, the two service level options being offered, how to get started with the Intelligent Mail program and where to find additional resources to help you.

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

“A Guide to Intelligent Mail® for Letters and Flats”

Provides guidance on how to prepare your mail and electronic documentation and identifies the data that will be provided at no additional charge for Full-Service compliance. In addition, the Guide also describes what will be available in the first release of Intelligent Mail services.

https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailv5_10.pdf

“ User Access to Electronic Mailing Information and Reports Guide”

Provides information regarding access to PostalOne!, Mailer ID, Full Service Reports, Data Distribution Profiles

https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/IMFullServiceOptionUserAccessReportGuidev1_032009.pdf

Guides & Specifications

20Ready, Set, Go!


“Electronic Documentation and Intelligent Mail: Ready, Set, Go”

Provides clear guidance on how to transition Intelligent Mail using either the Basic of Full-Service options. It also describes how to migrate from existing electronic documentation options to the new Full-Service capabilities.

https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/eDocandIntelligentMailReadySetGov1_7.pdf

“PostalOne! Mail.dat Technical specification”

Provides detailed specifications for how to populate your Mail.dat 09.1 files to comply with the requirements for the Full-Service option

. https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/MaildatTechnicalGuidev4_0.pdf

“PostalOne! Mail.XML Technical specification”

Outlines the specifications for the messages used to send and receive data from PostalOne! Includes specifications for Full Service Feedback – Full Service ACS and Start-the-Clock

!https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/PostalOneMailXMLTechnicalSpecificationv683Final.pdf

“Guide to Customer Supplier Agreements”

Provides guidance on how to create a CSA.

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


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“Specification for the Intelligent Mail® Barcode”

This specification covers the

Intelligent Mail® barcode used in the USPS mailstream.

https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/SPUSPS-B-3200E001.pdf

“Specification for the Intelligent Mail® Tray Label and Intelligent Mail® Barcode”

This specification contains the requirements for the preparation of 24-digit barcoded tray, flat tub, and sack Intelligent Mail® Tray Labels.

https://ribbs.usps.gov/intelligentmail_tray_label/documents/tech_guides/IMTL_24-Digit_SPECIFICATIONS_FOR_MAILERS_(SPUSPS-L-3216-001).PDF

“Specification for the Intelligent Mail® Container Label and Intelligent Mail® Barcode”

This specification contains the requirements for the Intelligent Mail Container barcode, which is to be applied to Mailer generated container labels and is designed to be scanned at acceptance and at other points throughout transportation and processing

https://ribbs.usps.gov/intelligentmail_container_barcode/documents/tech_guides/IM_CONTAINER_BARCODE_SPECIFICATIONS_(SPUSPS-B-3215B001).PDF

Ready, Set, Go!


22

Transitioning to Full Service

Ready, Set, Go!

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Migrating to Intelligent Mail

Migrating to Basic Option

►Steps to Participating in Intelligent Mail® Basic option

– Step 1: Review Guides and Specifications

– Step 2: Acquire a Mailer ID

– Step 3: Design and Validate Barcodes with Mail Design Analyst

– Step 4: Move to Production Environment using Intelligent Mail

Barcodes

Ready, Set, Go!

24

Migrating to Full-Service Option

►Steps to Participating in Intelligent Mail® Full-Service

– Step 1: Review Guides and Specifications

– Step 2: Acquire a Mailer ID

– Step 3: Design and Validate Barcodes with Mail Design Analyst

– Step 4: Access Business Customer Gateway

– Step 5: Design/Test Electronic Documentation

– Step 6: Plan for Feedback

– Step 7: Move to Production Environment

Ready, Set, Go!

Migrating to Intelligent Mail

25Ready, Set, Go!

Test Electronic Documentation

►Basic: Electronic Documentation is Optional

►Full-Service: Electronic Documentation Required

– Postage Statement Wizard (< 10,000 pieces)

– Mail.dat

– Mail.XML (coming in November)

► Mailers Using Mail.dat 8-1 or 8-2 should continue to use these with the Price Change Release►Full Service requires Mail.dat 9-1. Mailers can start testing 9-1 in the Test Environment for Mailers (TEM) on May 18

26Ready, Set, Go!

Test Electronic DocumentationTest Electronic Documentation

* Parallel Test Process

Notification of BMEU Or BMS

PostalOne! Help Desk

Notification of Approval

Onsite Review

Transmission of Mail.dat files

Parallel Test Review

Migrate to Production

Notification sent to

Helpdesk

Business Customer GATEWAY

Mailer accesses Gateway - TEM

27

Business Customer Gateway

28Ready, Set, Go!

Online access to PostalOne! via Business Customer Gateway

►Existing Users will Migrate to Gateway– Logon using existing usernames and passwords– Services will mapped from roles they had

previously in PostalOne! or FAST►New Users will go online and gain access to

PostalOne! via the Business Customer Gateway

Business Customer GatewayBusiness Customer Gateway

29

29

•Customers of PostalOne! and FAST that logged in through the PostalOne! log on page between 3/30/2009 and 4/15/2009 had their Usernames & Passwords migrated to the Business Customer Gateway

•Those that didn’t log on but responded to the security question will be able to log on to the new Business Customer Gateway with their existing Usernames but will be required to change their passwords (Must have valid email address to change password).

•Others will need to register

Password CapturePassword Capture

30

• Gateway services are mapped from the roles previously assigned in PostalOne! or FAST

• External Site Administrator role in the old PostalOne! system will transfer to Business Service Admin role

30

Usernames & Roles

31

► Previously assigned roles in PostalOne! or FAST are renamed as a task

► The Manage Mailing Activity service is the combination of the old Preparer and Owner roles in PostalOne!

– Includes Electronic Data Exchange (Mail.dat, Mail.xml, Postal Wizard,and Mailer Test Environment, Reports, Balance & Fees, and Permit Profile

► Preparer and Owner Roles have been re-mapped

Business Service Administrator

PostalOne! External Site Administrator

Customer/Supplier Agreements

FAST - CSAs

Schedule a Mailing Appointment

FAST

Audit Mailing ActivityPostalOne! Owner Auditor

View Mailing Induction Activity

PostalOne! eDropship

Manage Electronic Return Activity (PRS)

PostalOne! PRS

Manage Electronic Verification Activity (eVS)

PostalOne! eVS

Manage Mailing ActivityPostalOne! Mail Owner

Manage Mailing ActivityPostalOne! Preparer

New Gateway Service Request

Previous System Role Request

Role Mapping

32

► Help Desk contacting customers to verify profile information• Spot check• Emphasis on multiple location / multiple user business customers

Business Customer Gateway will be available for customer profile preview on May 8, 2009

Profile Preview

Help Desk will be available to support customer profile issues.

Contact the PostalOne! Help Desk at1-800-522-9085

33

Training and Communications

34

►RIBBS Updates with Wealth of Information

►Guides & Specifications

►Weekly Updates to DMM Advisory

►Technical Webinars/ FAQs

►Customer Awareness Sessions

►Release Notes Updates

►National Postal Forum

►Symposiums: Two More

Mailer Communication/TrainingMailer Communication/Training

35

Schedule

• Monday, May 4 – Friday May 8, 2009

• 2:00 – 4:00 PM, EST

• Monday – Thursday: MeetingPlace- 200 lines available- First come, first served

• Friday: WebEx- 500 lines available- First come, first served

Mailer Technical Webinars

PostalOne!® through the Business Customer Gateway

Announcement including links and phone numbers onRIBBS, Intelligent Mail Services, Latest News athttp://ribbs.usps.gov/index.cfm?page=intellmaillatestnews

Agenda:

- Screen shots- Accessing PostalOne!- Accessing FAST®- Accessing Full-Service Feedback- and more!

36

Mailer Technical Webinars

Schedule

•Mon. May 11 - Thur. May 14, 2009

• 2:00 – 4:00 PM, EST

• MeetingPlace- 200 lines available- First come, first served

Intelligent Mail® Full-Service Feedback

Agenda:

- Full-Service ACS Change-of-Address Records- Full-Service ACS Nixie Records- Start-the-Clock Summary Report- Container Visibility / Induction Scans- and more!

Announcement including links and phone numbers onRIBBS, Intelligent Mail Services, Latest News athttp://ribbs.usps.gov/index.cfm?page=intellmaillatestnews

37

► Weekly Deployment Telecons with Area Marketing Managers, CSPA’s and IMB Coordinators

► Weekly Updates to BME

► Price Change and Technical Webinars

► BME Newsletter Updates

► Education Sessions with BME, Sales, BSN, Help Desk

► Detailed System Training

– Bolger: April 15 – 16, Norman: April 28 - 29

– Train-the-Trainer and key staff from every district

► Site Readiness

USPS Communication/TrainingUSPS Communication/Training

38

Full Service Testing Update

39

PostalOne! has a data quality check that will not allow a mailer to document individual IMb on all copies within a single mailpiece.

Mailers would like to pay at NY using manual CPP payment process for some CPP jobs in a comail pool that include Full Service mailpieces

Mailers who use the CPP consolidated payment feature will not receive Full Service data until mail is paid for

PostalOne! does not allow flat Periodical Pending titles between 16 and 20 ounces

Incorrect validation for Ad Percentage Basis

Incorrect validation for zone on Bound Printed Matter

Multiple ways of calculating weights of a pallet. PostalOne!’s weight calculation does not match industry calculation

Mailing Date required on Mail.dat submissions

Physical Containers required in Mail.dat submissions

Full Service Testing Update

40

Scope of November Release

41

41

Full-Service Price Changes– Price changes for Full-Service for Non-Profit & Regular Prices for All postage statements– Loose Supplements pricing

Mail.XML eDOC Support– Postage Statements– Supporting Documentation

Single Class Co-Palletization Support– Supports Co-Palletization of Flats and Letters for Mail.dat and Mail.XML– Provides electronic verification from original identity of containers to co-palletized identity– Co-Pal and Qualification Report Changes

Additional Mail.XML Capabilities– Create and request Mailer IDs– Create and request Customer Registration IDs – Postage Adjustments

Patches/Fixes

November ReleaseNovember Release

42

Full Service Acceptance & Verification

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Review Postage Statement and Mailers’ Account• Accesses mailer’s account – check fees/funds, authorizations

Review Required Supporting Documentation• Accesses search feature and displays Jobs• Postage Statements and Register• Qualification Report• Additional documentation as required• Identification of By/For relationship

Full Service – BMEU captures

Start-the-Clock• Selects the Job Arrival Time checkbox at

the Job display screenInitial

Verification

Finalize Postage

Statement

FinalizeVerification

MailerPrepares

Mailing

MailerPresents Mailing

Submits eDoc

Release MailFeedbackAvailable

In-DepthVerification

Initial Verification

Finalize Postage

Statement


MailerPrepares

Mailing


Submits eDoc



Full Service Process Steps

Verification - Changes

44

Perform Cursory Review• Inspect Mailing for Preparation Defects

Intelligent Mail® Device scan – Data Sampling• 3 Pallets or Containers• 5 Handling Units• 30 Pieces (10 Pieces from 3 different Handling Units)

Determine Required PBV verifications• Enter First Page of Postage Statement


Finalize Postage

Statement


MailerPrepares

Mailing


Submits eDoc




Finalize Postage

Statement


MailerPrepares

Mailing


Submits eDoc



NO CHANGE

Full Service Process Steps


45

FS Record FS Container Release Date/Time• For DMU Verified / USPS Transported mail, once the mailing is

cleared for dispatching use the IMD scanner to scan the containers (IMbc) ready for release

• Mailer transportation will require the appropriate clearance documentation

• Container release scans are not required on containers being transported by the mailer to USPS processing facilities


46

FS Sampling May Trigger Subsequent Verification Procedures• Subsequent Verification Procedures may Impact Prices

No Specific Price Impacts for FS mailings, non-compliance penalties may result in the Denial of Full Service benefits;

• Start-the-Clock information and/or,• Container Visibility and/or,• Free ACS information

Initial mailer non-compliance issues would be data integrity problems, either in the eDocumentation or on the Physical Mail

Verification - Impacts

47

IMB PlacementAutomation Letter and BRM

MTAC General SessionApril 2009

48

Effective July 6, 2009*

The Postal Service™ will be revising Mailing Standards of the United States Postal Service, Domestic Mail Manual (DMM®) 202.5.3 and 507.9.8.1 to implement a more liberal barcode placement standard for mailers printing a barcode in the lower right corner of automation letters or Business Reply Mail® mailpieces.

IMB Placement Update

49

New RuleVertically, the barcode must be within the area

between 3/16 inch and 1/2 inch, both measured from the bottom edge of the piece.

to increase the upper limit of the allowable vertical placement for a

POSTNET or an Intelligent Mail barcode placed in the lower right corner of an automation letter or Business Reply Mail mailpiece to ½ inch from the bottom of the mailpiece.

provides an additional 1/16 inch of vertical clearance for mailers choosing to print a barcode in the lower right of automation letters or Business Reply Mail mailpieces.

IMB Placement Update

50

MERLIN ChangesMay 2009

MTAC General SessionApril 2009

51

Merlin Updates

Effective May 11, 2009* The Postal Service is revising the allowable tolerance for a

MERLIN barcode readability verification to eliminate the 80 – 89% threshold.

When a MERLIN or manual barcode readability verification falls below the 90% threshold, additional postage will be assessed based on the difference between the automation prices and the non-automation prices for the total automation price pieces in the mailing.

The Postal Service is revising the process for mailers who request an appeal when a mailing processed on the Mail Evaluation Readability Lookup Instrument (MERLIN) or manual barcode verification falls below the acceptable tolerance for barcode readability verification.

52

Merlin Updates

MERLIN Barcode Readability % of Verifications Feb 2008- Feb 2009

0.00%0.10%0.20%0.30%0.40%0.50%0.60%0.70%0.80%0.90%1.00%

POSTNET Lette

rs

IMb l

etters

POSTNET and I

Mb L

trs

TOTAL let

ters

POSTNET Flat

s

IMb F

lats

POSTNET and I

Mb F

lats

TOTAL Flat

s

POSTNET Ltrs/

Flts

IMb L

trs/F

lts

POSTNET & IM

b Ltrs

/Flts

TOTAL Ltr

s and

Flts

Hu

nd

red

s

90% and Over

80-89%

Under 80%

53

Merlin Updates

MERLIN Barcode Readability Number of VerificationsFeb 2008 - Feb 2009

-100200300400500600700800900

Th

ou

sa

nd

s

90% and Over

80-89%

Under 80%

Total

54

May 11 -- Merlin Updates

The Postal Service is also revising the process for appeals when a mailing processed on MERLIN or manual barcode verification falls below the acceptable tolerance for barcode readability verification

If an appeal is requested, the mailer must agree to pay for the Express Mail shipment (both to and from the PCSC) from their permit imprint or additional postage account.

Mailers will receive a refund for the Express Mail costs for any appeal upheld by the PCSC.

Mailers will not receive a refund when the PCSC denies an appeal. The PCSC will notify the mailer and the origin acceptance site of the results of the appeal and whether or not a refund is authorized.

1 Move Update Timeline & Project Status Resources and Guides Update Transitioning to Full...

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