16 + years of experience in the industry - AM Solutions · • 16 + years of experience in the...

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Transcript of 16 + years of experience in the industry - AM Solutions · • 16 + years of experience in the...

Page 1: 16 + years of experience in the industry - AM Solutions · • 16 + years of experience in the industry ... •Gather critical data for analysis ... •Print Intelligent Mail Barcodes
Page 2: 16 + years of experience in the industry - AM Solutions · • 16 + years of experience in the industry ... •Gather critical data for analysis ... •Print Intelligent Mail Barcodes

• 16 + years of experience in the industry

• USPS Certified Mailpiece Design Professional (MDP)

• Certified Mailpiece Design Professional (MDC)

• Milwaukee Postal Customer Council Board Member

• Postal Affairs Specialist at AM Solutions

Robin Jenkins

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Full Service &

Mail Anywhere

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“If confusion is the first step to knowledge,

I must be a genius.” – Larry Leissner

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Today we will cover the following elements of Full Service IMB and Mail Anywhere:

• Description

• Benefits

• Requirements for participation

• Key process notes

Overview

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Full Service

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Full Service – Description

Full Service Intelligent Mail – A program based on the utilization of technology to improve the operations, communications and service of the USPS, in hopes of making it a more economically viable business.

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Full Service – Benefits

Benefits of Full Service for the USPS:

• Streamline processes – save time and labor

• Gather critical data for analysis

• Identify issues that need addressing

• Allow them to become proactive instead of reactive

• Help them to provide better service

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Benefits of Full Service for the Customers:• Postage savings

– $0.001 per piece for Presorted Standard, Periodicals and BPM flats

– $0.003 per piece for Presorted First Class

Note: no savings for saturation CRRT flats

• Permit fee waiver

• Visibility

• Free address correction

• Free tracking

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Requirements for Participation• Electronic documentation (eDoc) submission

• Accurate By/For information

• Print Intelligent Mail Barcodes with unique serial numbers on mail pieces, trays/sack labels and pallet placards

• Maintain serial number uniqueness for 45 days

• Use of FAST (Facility Access and Shipment Tracking) for scheduling mail entry appointments

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Key Process Notes: eDocs

eDoc – electronic submission of documents such as postage statements and qualification reports through the PostalOne! System.

Can be done using:• Mail.dat• Mail. XML• Postal Wizard• Intelligent Mail for Small Business (IMsb)

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Key Process Notes: By/For DataBy/For Data – the identification of who the mailing was processed by and who it was processed for

• CRID – Customer registration identification – unique ID of up to 15 numbers issued by the USPS to identify each customer, not just by name but by physical business location. Used in eDocs to identify the eDoc submitter, permit owner, mail preparer and mail owner

• MID – Mailer identification – unique 6 or 9 digit number issued by the USPS as a sub-grouping under each CRID. Used as part of the IMB, as well as for identification within the eDocs

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Verifying/obtaining By/For Data via the Business Customer Gateway:

• Logon to https://gateway.usps.com

• Choose “Manage Account” on the left

• Scroll down under “Mail Service Providers”

• Choose “Customer Validation Tool” to search for existing data

• Choose “Get MIDS/CRIDS” to assign new

numbers

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Customer Validation Tool:

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Key Process Notes: Full Service IMB Components

Piece Level Barcode Components:

• Barcode ID

• Service Type ID

• Mailer ID

• Serial Number

• Routing Code

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Piece Level Barcode ID:

Barcode ID - Optional Endorsement Line (OEL) Description

Default / no OEL information 00

Carrier route (CR), enhanced carrier route (ECR) and firm 10

5-digit/scheme (including FSS bundles) 20

3-digit/scheme 30

Area distribution center (ADC) 40

Mixed area distribution center (MADC), origin mixed ADC (OMX) 50

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Piece Level Service Type ID Indicates:

• Class of Mail – 1st Class, Standard, Periodical, BPM

• Mailing type – Full-Service or Basic / Non-Automated

• IMB Tracing?

• Ancillary Service EndorsementCommon Service Type IDs (STIDs) for IMB

260 1st Cl. Full Service No tracing or other srvcs.

300 1st Cl. Non-auto No tracing or other srvcs.

261 Std. Full Service No tracing or other srvcs.

301 Std. Non-auto No tracing or other srvcs.

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Piece Level Barcode Components:1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Brcd ID STID Mailer ID Serial Number

[2N] [3N] [6N] [9N]

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Brcd ID STID Mailer ID Serial Number

[2N] [3N] [9N] [6N]

Routing Code

[none, 5, 9 or 11N]

Routing Code

[none, 5, 9 or 11N]

Serial Number for IMB: # of characters depends on the # of characters in the MID, so that total between the two is 15

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Piece Level Barcode Uniqueness – only the STID, MID and Serial # are looked at in regards to barcode uniqueness

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Brcd ID STID Mailer ID Serial Number Routing Code

[2N] [3N] [6N] [9N] [none, 5, 9 or 11N]

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Brcd ID STID Mailer ID Serial Number Routing Code

[2N] [3N] [9N] [6N] [none, 5, 9 or 11N]

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Handling Unit (Tray/Sack) Barcode

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

ZIP CID PC Mailer ID Serial Number "1"

[5N] [3N] [1N] [6N] [8N] [1N]

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

ZIP CID PC Mailer ID Serial Number "8"

[5N] [3N] [1N] [9N] [5N] [1N]

Content Identification Number (CID): code on a tray/sack that identifies the class of mail & presort level

Processing Code: "1" for automated compatible, barcoded & machinable; "7" for all else

Label Type: "1" if 6-digit MID, "8" if 9-digit MID

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Container (Pallet) Barcode

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

"9 9" "M" Mailer ID Serial Number

[2 N] [1N] [6N] [12N]

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21

"9 9" "M" Mailer ID Serial Number

[2 N] [1N] [9N] [9N]

Application Identifier: always "99"

Type Indicator: always "M"

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Key Process Notes:Quality Checking – Mailer Scorecards

The Mailer Scorecard – dashboard for mail owners and mail service providers to view data on the mailings they’ve submitted and their performance level for those mailings.

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eDoc Submitter

# Containers processed for eDoc validations 130 130

# Handling Units 4,038 4,038

# Bundles 584 584

# Pieces 1,241,465 1,241,465

# Full-Service Containers 130 130 Volume

# Full-Service Handling Units 4,038 4,038 Info

# Full-Service Orphan Handling Units 123 123

# Full-Service Pieces 1,226,252 1,226,252

Full-Service Verifications

# MID Container Errors -- --

# MID HU Errors -- --

# MID Piece Errors -- --

# STID Errors -- --

# By/For Errors -- -- Full Service

# Barcode Uniqueness Container Errors -- -- Verifications

# Barcode Uniqueness HU Errors -- --

# Barcode Uniqueness Piece Errors -- --

# FS Entry Facility Container Errors -- --

# FS Entry Facility HU Errors -- --

# Unlinked Copal Tray Errors N/A N/A

Total Additional Postage Due - Info Only -- --

# Early Scheduled Ship Date Warnings N/A N/A

# DMU Verif ied USPS Transported Containers -- --

# Default Tray Barcode Warnings -- --

# Unlinked Copal Tray Warnings N/A N/A

# Unlinked Copal Bundle Warnings -- --

Move/Update Validations – Info Only Move Update

Type of Move/Update verif ication N/A Automated Validations

# COA Errors 1 1

Entry Point Validations – Info Only

# eDoc/Appointment Entry Point Mismatch -- --

# No Valid MDF Match -- --

# Out of Date MDF Match -- --

eDoc Nesting/Sortation Validations – Info Only

# Entry Facility Container Errors. -- --

# CSA Container Errors -- -- eDoc

# Minimum Piece Count/Weight Bundle Errors 26 26 Nesting/

# Rate Category Bundle Errors -- -- Sorting

# Destination ZIP Code HU Errors -- -- Validations

# Depth of Sort HU Errors -- --

# Minimum Piece Count/Weight HU Errors 2 2

# Overflow HU Errors -- --

# Entry Facility HU Errors. -- --

# Rate Category Piece Errors -- --

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Volume:

eDoc Submitter

# Containers processed for eDoc validations 130 130

# Handling Units 4,038 4,038

# Bundles 584 584

# Pieces 1,241,465 1,241,465

# Full-Service Containers 130 130 Volume

# Full-Service Handling Units 4,038 4,038 Info

# Full-Service Orphan Handling Units 123 123

# Full-Service Pieces 1,226,252 1,226,252

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Full Service Verification:

Full-Service Verifications

# MID Container Errors -- --

# MID HU Errors -- --

# MID Piece Errors -- --

# STID Errors -- --

# By/For Errors -- -- Full Service

# Barcode Uniqueness Container Errors -- -- Verifications

# Barcode Uniqueness HU Errors -- --

# Barcode Uniqueness Piece Errors -- --

# FS Entry Facility Container Errors -- --

# FS Entry Facility HU Errors -- --

# Unlinked Copal Tray Errors N/A N/A

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Unlabeled and Move Update Sections:

Total Additional Postage Due - Info Only -- --

# Early Scheduled Ship Date Warnings N/A N/A

# DMU Verif ied USPS Transported Containers -- --

# Default Tray Barcode Warnings -- --

# Unlinked Copal Tray Warnings N/A N/A

# Unlinked Copal Bundle Warnings -- --

Move/Update Validations – Info Only Move Update

Type of Move/Update verif ication N/A Automated Validations

# COA Errors 1 1

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eDoc SectionEntry Point Validations – Info Only

# eDoc/Appointment Entry Point Mismatch -- --

# No Valid MDF Match -- --

# Out of Date MDF Match -- --

eDoc Nesting/Sortation Validations – Info Only

# Entry Facility Container Errors. -- --

# CSA Container Errors -- -- eDoc

# Minimum Piece Count/Weight Bundle Errors 26 26 Nesting/

# Rate Category Bundle Errors -- -- Sorting

# Destination ZIP Code HU Errors -- -- Validations

# Depth of Sort HU Errors -- --

# Minimum Piece Count/Weight HU Errors 2 2

# Overflow HU Errors -- --

# Entry Facility HU Errors. -- --

# Rate Category Piece Errors -- --

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Mail Anywhere

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Mail Anywhere – Description

Mail Anywhere – a program offered by the USPS which allows approved mailers to use the same permit at every location

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Benefits

• No need to open a permit and pay permit fees at every post office you wish to enter mail through

• One permit/account to manage for postage payments

• The same indicia artwork can be used on all pieces• Opportunity to change entry options once list is

analyzed

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Requirements for Participation

• Mailed at 90% Full-Service in the month prior to the request

• Submit electronic postage statements – Mail.dat, Mail.XML, Postal Wizard and/or Intelligent Mail for Small Business (IMsb)

• Within mail quality thresholds on scorecard

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Key Process NotesAccount Number – nationally recognized account number associated with a permit

• CAPS account permits – Account Number is the CAPS number

• Non-CAPS permits – separate number for each permit at each post office

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Verify Account Number using the USPS Customer Validation Tool on the Business Customer Gateway

• Logon to https://gateway.usps.com• Choose “Manage Account” on the

left• Choose “Customer Validation Tool”

on the bottom• Choose “Permit Information” and

fill in the blanks

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Post Office of Mailing – the post office where the mail is being verified and entered. For drop ship mailings, it is the post office where the mail is being verified before trucking.

Post Office of Permit – the post office where the permit from which the postage funds are being withdrawn is located

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ExampleLabels and Indicia:

PRSRT STD

U.S. POSTAGE

PAIDALBANY, NY

PERMIT NO.1234

Post Office of Mailing: Edgerton WI

Post Office of Permit: Albany NY

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ExamplePostal Paperwork:

SAMPLE COMPANY

555 SAMPLE ST

CITY, ST 55555-5555

Contact: CONTACT NAME

(608) 555-5555

3456789

608.555.5555

1234

Albany, NY

12288-9998 (wrong)

SAMPLE COMPANY

555 SAMPLE ST

CITY, ST 55555-5555

Contact: CONTACT NAME

(608) 555-5555

6543210

1234

3456789

ALBANY, NY 00055-9998

Data Processing Generated Statement PostalOne Generated Statement

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Closing

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Next StepseInduction – Streamlined paperless induction for drop shipments and expedited plant load mailings

Requirements:• Submit First Class, Periodical, Standard (incl. Non-Profit) and/or

Bound Printed Matter mailings in the cards, letters and flats categories

• Build mailings into an approved container type• Submit electronic postage statements – Mail.dat, Mail.XML and/or

Postal Wizard• Barcode individual containers with a unique Intelligent Mail

Container Barcode (Imcb)• Complete the eInduction onboarding

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E-Induction Benefits:• No paper PS Form 8125(s) or 8017(s)

• Quicker appointment processing

• Reduce container status errors

• Automatic quality validations

• Mail quality information available in Business Customer Gateway reports

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Seamless Acceptance – Fully automated verification of mail. Electronic postage statements will not be finalized by a BME clerk. Instead, the statements will be auto-finalized on the mailing date indicated on the uploaded statement

Requirements:• Already doing eInduction and meeting all related

requirements (i.e. submitting all documents electronically)

• Within mail quality thresholds on scorecards• Run Seamless Parallel – side by side

comparison to make sure you are ready

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Note: USPS has a temporary hold on adding new customers to the Seamless Acceptance program until they work out some of the issues with existing customers

Seamless Acceptance Benefits:• Standardized acceptance and verification – reduced complexity• Longer mail production cycle• Control over mail release timing without USPS intervention• Improved feedback and identification of trends• Control of postage payment with auto-finalization• Trend-based quality measurements mean you wont be penalized

for a problem with a single mailing

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Additional Resources• AM Solutions Team – Account Manager/

Project Manager/ Robin• Local BMEU• PostalOne! Help Desk – 800-522-6093 –

[email protected]• RIBBS – http://ribbs.usps.gov/

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RIBBS Website – http://ribbs.usps.gov/

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Questions?

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Robin Jenkins

Postal Affairs Specialist

(800) 410-6245 ext.634

[email protected]

Thank you!