Intelligent Mail ® Full-Service MTAC August 12, 2010.

Intelligent Mail® Full-Service

MTACAugust 12, 2010

Agenda

Tom Day Move Update IMB Full Service Usage Metrics IMB eDOC Performance Metrics PostalOne! Outage Metrics Upcoming Releases

Pritha Mehra November 2010 Release

– Fulll Service eDoc verification process– BSA Re-acceptance– Full Service ACS Billing

January Price Change

Move Update – Mailer Performance

45,589 Mailings evaluated between May 9th and July 15

98.8% of Mailings passed, with an average score of 99.7%

1.2% of Mailings that failed had an average score of 64.04%

The 546 Failed Mailings were assessed a total of $47,000

Move Update – Conclusions

The overwhelming majority of the industry understood the requirement and performed extremely well

Actual performance data fully supports the error reduction from 30% to 25%

If current trends continue, expect continued aggressive reduction of error tolerances

Plan for 5% in January 2013

Customer Sites Approved for Production 430

Finalized Postage Statements 275,497

Volume 25,260,658,624

Revenue $7,107,532,479

Full Service Usage Metrics

eDoc Performance Metrics

17,015 jobs processed 94.80% completed in < 10 minutes 99.75% completed in < 1 hour No jobs > 4 hours Significant improvements while processing 3X the number of jobs

Processing Interval 11/30/09 - 12/06/09 01/25/10 - 01/31/10 03/29/10 - 04/04/10 07/26/10 - 08/01/10 % Last Week % Cumulative#Jobs Processed 6,697 11,324 14,736 17,015 100.00% N/A#Jobs 00:00:00-00:04:59 5,866 10,239 13,432 15,036 88.37% 88.37%#Jobs 00:05:00-00:09:59 296 532 739 1,095 6.44% 94.80%#Jobs 00:10:00-00:29:59 246 390 437 706 4.15% 98.95%#Jobs 00:30:00-00:59:59 120 86 106 135 0.79% 99.75%#Jobs 01:00:00-01:59:59 75 42 17 31 0.18% 99.93%#Jobs 02:00:00-03:59:59 44 17 4 12 0.07% 100.00%#Jobs 04:00:00-07:59:59 29 4 1 0 0.00% 100.00%#Jobs 08:00:00-11:59:59 12 8 0 0 0.00% 100.00%#Jobs 12:00:00-23:59:59 9 6 0 0 0.00% 100.00%#Jobs 24:00:00+ 0 0 0 0 0.00% 100.00%#Jobs Restarted 49 8 7 6 0.04% N.A

PostalOne! Outage Metrics

75.00%

80.00%

85.00%

90.00%

95.00%

100.00%

FY 2010

System Availability 97.06% 99.82% 100.00% 100.00% 83.53% 100.00% 99.16% 99.78% 100.00% 99.46% 98.00% 99.47% 99.68%

Oct Nov Dec Jan Feb Mar Apr May Jun JulFY10 YTD

FY10 Exclude Outage

FY10 Since

Outage

Results of ACS Analysis

CFS % MERLIN %

Matte 84 73

Glossy 59 68

Under Polywrap 59 59

Large Paper Label 76 58

Small Paper Label 98 77

Adhesive Label 88 78

Sleeved & Newsletter 94 80

OVERALL 82 71

MERLIN versus CFS Scan Score

What this data indicates?

The CFS Scanner is not the source of the problem

Focus will be upon operational process

Metrics to track scan vs. manual entry

Obliteration of Barcodes

What this data does not indicate?

Questionable MERLIN Performance

MERLIN measures compliance with specifications

MERLIN is functioning properly / specifications valid

Results of ACS Analysis

Upcoming Releases

Full-Service Changes in November 2010

– Full Service eDoc Verification and Assessment

– Full Service ACS Billing

Changes Coming January 2011

– Price Change

Under consideration for June 19, 2011

– Start-the-Clock for all Mailings

– eDropship

BEGINNINGMAY 2011

Intelligent Mail® barcodewill be required for

Automation Discountsand Confirm® Service

Agenda - Pritha

November 2010 Release

– Fulll Service eDoc verification process

– BSA Re-acceptance

– ACS Charge Allocation and Information Flow


What’s coming next….

What is validated as part of assessment of eDoc today?

Verification eDoc record level

Mailer ID

Container, Tray, Piece or Piece Range Barcode

Service Type ID Piece Barcode

By/For Piece or Piece Range

FAST Appointment HU or Container

FAST CSA HU or Container

Unique Container Barcode Container Barcode

Unique Tray Barcode Tray Barcode

Unique Piece Piece Barcode

Unique Piece Range Piece Range Barcode

Mailer ID: Mailer ID parsed from barcode in eDoc is a valid Mailer ID

Service Type ID: Service Type ID parsed from barcode in eDoc is valid for Mail Class and indicates Full-Service

By/For: Mail Owner and Mail Preparer in the eDoc by MID, CRID is valid

FAST Appointment: Appointment ID provided in the eDoc is a valid. Full Service containers associated with appointments

Unique Barcodes: Barcode in eDoc is unique within and across a single eDoc submitter in a 45 day period based on the Postage Statement Mailing Date. Second incident only.

CSA: eDoc contains all required elements for the CSA

Full-Service eDoc Verification Process


Mailer prepares mailing submits eDoc to PostalOne! under a specific location CRID

Postage Statement is finalized in PostalOne!

Full Service eDoc is verified for assessment errors. Results in are available in MicroStrategy reports within 48 hours after postage is finalized

Email notification will be sent to the Verification Assessment Evaluator (VAE) for the submission location CRID

VAE will process payment or perform reconciliation

Full Service eDoc Verification Error Report will provided for mailer after the last postage statement is finalized or when job is complete.

What are the Full-Service eDoc VerificationProcess Steps ?Step 1

Step 2

Step 3

Step 4

Step 5

Step 6 Reconcile or Pay

Microstrategy Reports

Improvements in Microstrategy Reports

Unique Barcodes

– Errors for Barcode uniqueness within an eDoc Sender’s jobs, across an eDoc Sender’s jobs and across all Full-Service Jobs

ByFor

– Errors to include individual errors for each level of the order of precedence (MID, CRID)

Mailer ID

– Errors to include where the MID is incorrect (IMcb, IMtb, IMb)

Service Type ID

– Errors to include mail class matches STID and Full-Service indicator matches STID

FAST Appointment

– Errors to invalid appointment, container not associated

CSA

– Errors to include ID, Type, Status, Mail Class, Processing Category, Container Level Code, and Destination Zip/Label to ZIPCode

– Additional Errors created based on induction method requirements

• DMU Verified USPS Transported: day of week, effective date and trip id

• DMU Verified Mailer Transported: day of week, effective date, locale key and arrival time

• BMEU: day of week, effective date and appointment









Step 2

Step 3

Step 4

Step 5


Full-Service Error Report

Full-Service Error Report

View, Pay, or Request Reconciliation Review with the report









Step 2

Step 3

Step 4

Step 5


Full-Service eDoc Verification Notification

Full Service eDoc Error Notification

eMail notification will be sent to VAE of the submitter CRID– If the total amount of additional postage is greater than $150 &

– Score is lower than 70%

Full-Service eDoc verification notifications– When the edoc verification information is finalized for a job and meets the

criteria above– When the review is completed– When the charge becomes overdue (?)









Step 2

Step 3

Step 4

Step 5


Full-Service Error Report – Reconciliation Review

Request Reconciliation Review and view responses with the report

Request a review

View responses


Payment Process

If ‘Pay’ selected, allow access to all permits for submitter CRID for location and any permits from eDoc

Select one or more permits for payment Enter amount by permit


Return

Full-Service Payment/Reconciliation Process

All discount removal charges start with the ‘Unpaid’ status

Charges paid in full are updated to ‘Paid’ status – this is a final status

Charges reviewed and subsequently closed by USPS are updated to ‘Closed’ status – this is a final status

What is the life cycle of a assessment charge?

Paid

Closed

Unpaid

Charges left unattended will become ‘Overdue’

Overdue

Charges reviewed by USPS will become ‘Reviewed – Require Payment’ if payments are still due

Reviewed –

Required Payment

Charges requested to be reviewed are updated to ‘Pending Review’

Pending Review

Mailer: Responsible for resolving loss of full-service discount charges– Review eDoc verification errors report– Pay or Request Reconciliation for charges

Remediation Team/Help Desk: Responsible for review of reconciliation requests– Review/investigate reconciliation request– Notify mailer of review results – Require full payment, Adjust payment amount, close

Acceptance Unit: Notified of unpaid charges– Notices mailer of unpaid charges

What are the roles in Full-Service eDoc Verification Process ?


Gateway Business Services

Business Services is functionality in a USPS application

Business Services are grouped under four business areas on the Gateway Landing page:

– Accounts– Design and Prepare – Mail & Transport– Track & Report

Business Service Administrator (BSA) is the key contact for a Business Location for the management of the selected Service:

– Approves and deactivates all user requests for Services at the business location

– Assigns the appropriate access levels to its users

– Assigns additional approved users to the BSA role

Administrators grant access to Service Areas – Receive and act on all

requests for access to services for their company

– Can limit some services to specified accounts

– Manages company profile information

Business Service Administrator

BSA Role

Manage Mailing Activity (PostalOne!)

Mailer ID

Schedule a Mailing Appointment (Fast)

Customer Supplier Agreements (CSA)

Customer Label Distribution System (CLDS)

Audit Mailing Activities (PostalOne!)

Manage Electronic Verification Activity (e-VS)

Manage Electronic Return Activity (PRS)

Verification Assessment Evaluator (VAE)

How does the Mailer prepare for assessment?

For CRID (location) – Determine who will be responsible for receiving FS eDoc error emails and notifications?

– Determine who will take action on review and payment of FS eDoc verification errors?

Establish a Verification Assessment Evaluator (VAE) BSAs who will for a CRID (location): – Gain access to Full Service eDoc error report in Postalone!

– BSA will receive email notifications or pop-up notices while on-line alerting the of the need for action

– Notify appropriate affected parties of any payments needed

– Make payments

BSA and Users of VAE must also have Manage Mailing Activity role (dual role)


BSA Agreement Modifications

Clarify that the USPS considers the VAE BSA as the point of contact for official communications from the USPS for this service

The VAE BSA will be agreeing to receive updates and notifications; and subsequently perform any actionable items conveyed in such communications from the USPS

BSA Agreement being updated to

Notification Period Expiration– Periodicals letters and flats, provided at no charge up to 60

days from first notice– Standard Mail letters and flats and BPM flats, provided at

no charge up to 95 days from first notice– System tracks the first notice sent to the mailer for that

delivery point this determines the begin of notification period

– Notification period begins when data is made available to the mailer

Full Service COA & NIXIE

Full Service ACS Billing

Invoices will be separate from OneCode invoices but will follow the same billing process

Depending on the balance, Mailers will receive an invoice from ACS.

– An invoice and statement will be mailed monthly if the balance is more than $50 on the 24th.

– An invoice and statement will be mailed March 24th and September 24th of each year if the cumulative balance is less than $50.

Payment must be submitted with a copy of the invoice within 30 days of invoice date.

Invoicing for ACS

Full Service ACS Billing


Current Prices PVDS mailings verified and paid for before Jan 2, 2011, using the

current prices, will be accepted at destination entry postal facilities through Jan 17, 2011, when presented with appropriate verification and payment documentation (PS Form 8125).

New Prices PVDS mailings may be verified and paid for beginning Dec 12,

2010, using the new prices, provided the shipments are not deposited at destination entry postal facilities until Jan 2, 2011, or later, when presented with appropriate verification and payment documentation (PS Form 8125).

Plant Verified Drop Shipments Prior to Jan 2, 2011


New Prices PVDS mailings may be verified and paid for beginning Dec 12,

2010, using the new prices, provided the shipments are not deposited at destination entry postal facilities until Jan 2, 2011, or later, when presented with appropriate verification and payment documentation (PS Form 8125).– Hardcopy postage statement customers present mailing using

postage statement with new prices– If permit imprint mail - BMEU / DMU personnel will process

postage statement in PostalOne! with an adjustment for new prices

– If postage affixed mail – postage must be affixed at new prices – BMEU will make an adjustment for additional postage if necessary – after Jan 2, BMEU will enter postage statement in PostalOne! system

Plant Verified Drop Shipments Prior to Jan 2, 2011

eDoc Submission Prior to Price Change

The mailing industry desires to submit Mail.dat and Mail.XML files before the price change for mailings to occur after the price change

USPS will support two options– Option 1 – Manual (outside of PostalOne!)– Option 2 – Automated Postage Recalculation

Mailers should advise their BMEU/DMU of their intent to use either of these options

Price Change – eDoc File Submission Options

Applies to eDoc where mailers are submitting eDoc prior to Jan. 2 for mailings inducted after Jan. 2

This option will be available for a 3 week period prior to the Jan. 2 Price Change

Use manual approach similar to the PostalOne! contingency plan Mailer provisions hardcopy postage statement or daily log of mailings Supporting documentation (these records may be hardcopy or in an

electronic format that USPS employees may access) No postage statement information populates in the PostalOne! system

until Jan 2. The correct eDoc (Mail.dat or Mail.XML) must be submitted after the

price change Mailers cannot submit files that include both new and old prices This option must be used if mailing contains new products/services or

if mailer wants to use new file formats (Mail.XML 9.0 or Mail.dat 11-1)

Option 1: Manual Option


Mailers can submit “Ready To Pay” eDoc in existing file formats (MailXML 8.1 and Mail.dat 9-1) for existing products/services with a Mailing Date equal to or after the price change (Jan 2, 2011)

PostalOne! will calculate initial postage based upon current prices BMEU / DMU will verify and release mail (but not finalize statement

until after the price change) PostalOne! will recalculate postage when finalization occurs at

BMEU:– Pop-up window will appear during finalization indicating that postage

recalculation necessary– Background process will map lines from current version of Postage

Statement forms to the appropriate lines/sections on new version of Postage Statement forms and apply new prices for each line that is impacted by price change

Product/Services no longer supported will not be allowed to finalize after price change

Option 2: Automated Postage Recalculation


Letters sent to all Permit Holder Webinar Sessions starting in September 2010 To assist mailers to migrate to the Intelligent Mail

barcode– What is Intelligent Mail– Important Dates– Data Fields in the Intelligent Mail Barcode– Implementing Intelligent Mail Barcode– Address Reply Mail Products – Permit Reply, Business

Reply Mail and Courtesy Reply Mail– Artwork

Migration from POSTNET to IMB

Intelligent Mail ® Full-Service MTAC August 12, 2010.

Documents

Transcript of Intelligent Mail ® Full-Service MTAC August 12, 2010.