Houston PCC
Overview
• Full-Service Requirements
– Intelligent Mail barcodes
– Electronic Documentation
• Available eDoc Technologies
– Mail.dat, Mail.XML, Postal Wizard, IMsb Tool
• Full-Service Mailing Solutions
– Commercial Software Vendors
– Mail Service Providers
– IMsb Tool
• Getting Started
– BCG access
– Obtaining a MID
• Full-Service Benefits
– Automation price discounts, elimination of permit fees, free
address correction, Mail Anywhere participation, and tracking
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Webinar Schedule
The United States Postal Service is offering a series of webinars designed to assist Mail Owners and Mailing Agents in moving
to Full-Service. The webinars will also be offered in October and November 2013. The webinar information will be posted at :
https://ribbs.usps.gov/index.cfm?page=intellmailpresentations
As a reminder, a Full-Service “Open-Line” call is scheduled for every Wednesday from 2:00 PM to 3:00 PM eastern beginning
September 11, 2013. USPS representatives will be online to answer any questions related to Full-Service Intelligent Mail.
Webinar Dates
Webinar Title
Webinar Description
September 16, 2013,
1:30 pm Eastern
Getting Started with
Full-Service
To assist mailers in migrating to Full-Service Intelligent Mail so they can
continue to take advantage of automation pricing on or after January 26,
2014, this webinar will provide an understanding of how you can continue to
take advantage of automation pricing. The webinar will cover basic FullService terminology and the steps for migration to the Intelligent Mail
barcode. You will learn the building blocks for creating the Intelligent Mail
barcode; This includes obtaining a Mailer ID, knowledge on the different
Service Type Codes and how to use for your mailing needs.
September 19, 2013,
1:30 pm Eastern
Full-Service MIDs and
CRIDs
Focus will be on Customer Registration IDs (CRIDs), Mailer IDs (MIDs), and
how you can obtain MIDs and CRIDs. You will learn about the multiple ways
Mail Owners and Mailing Agents can acquire an MID, when and how it is
used in the Intelligent Mail barcode, electronic mailing information and
receipt of Full-Service data.
September 23, 2013,
1:30 pm Eastern
The Business
Customer Gateway
The Business Customer Gateway provides a single entry point for Postal
Service® online business services. This webinar will highlight the new
features of the newly designed Business Customer Gateway including the
new simplified registration process, automatic creation of 9-digit MID when
creating a new user account and additional functionality for MSPs.
September 30, 2012,
1:30 pm Eastern
Full-Service
Feedback
Learn how to reap the benefits of Intelligent Mail and Full-Service
feedback. This webinar will cover Service Type IDs (STIDs) and how they
can help you keep your address list up to date, the various Full-Service
feedback reports available and where you can find them.
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Full-Service Intelligent Mail
• Effective January 26, 2014, use of Full-Service Intelligent Mail is
required to qualify for automation prices for:
•
•
•
•
First-Class Mail® postcards, letters and flats
Standard Mail® letters and flats
Periodicals letters and flats
Bound Printed Matter flats
– Exception: Eligible; Not Required:
• Standard Mail Basic Carrier Route (CR) flats & High Density and High
Density CR
• Periodicals CR flats
– Exception: Not Eligible (even with an IMB)
• Standard Mail saturation CR flats
• Bound Printed Matter CR flats or DDU entered flats
• Business Reply Mail (BRM)
• On April 18, 2013 the Postal Service posted the Final Rule Federal
Register Notice which outlines the requirement for January 2014
– This notice can be reviewed in its entirety by visiting federalregister.gov
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Common Full-Service Terminology
Permit
CRID
• Payment Account
that is issued by
USPS authorizing
customers to mail
at commercial rates
• Unique ID number
issued by USPS to
identify a
customer’s physical
business location
(address)
• This is how
customers pay for
postage
• Annual Fee applies
• Used in eDoc to
identify submitter of
the file, Mail Owner,
and/or Mail
Preparer
MID
• A six- or nine-digit
number issued by
USPS to mail
owners or mail
service providers.
• This ID is used in
Intelligent Mail
barcodes as well as
eDoc
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Common Full-Service Terminology
• Electronic Documentation (eDoc) allows
mailers to submit mailing information (such
as Postage Statements an Qualification
reports) electronically to the Postal Service
– Expedites acceptance and payment verification
• Electronic Documentation is required for all
Full-Service mailings
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Full-Service Requirements
REQUIREMENTS
Within Full-Service, there are two categories of requirements: Intelligent Mail Barcodes
must be unique and documentation must be submitted electronically.
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Intelligent Mailpiece Barcode - MIDs
Mailpiece
Barcode
• The MID is a required field in the Intelligent Mail Barcode and is
used in conjunction with the STID and Serial Number to maintain
barcode uniqueness
• MIDs are either a 6- or 9-digit number based primarily on a
mailer’s historic mail volume
– The MID can be 6 digits long for mailers with a combined annual volume of
10,000,000 pieces or more. These MIDs begin with a 0-8.
– The MID can be 9 digits long for mailers with a combined annual volume of
less than 10,000,000 pieces. These MIDs begin with a 9.
Full-Service Requirements
8
Container Placard
Container
Barcode
• Container Placards are usually required for FullService mailings but generally not for small
volume mailings
Full-Service Requirements
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When is a container placard required for Full-Service?
Entering mail at the BMEU - First-Class Mail Letters & Flats
Container
Barcode
HIGH VOLUME MAILING
Small
volume
mailing
Letters
•
•
Less than 48 1foot trays
Less than 24 2foot trays
Flats
•
Less than 16
tubs
No
Container
Placard
Required
Full-Service Requirements
Mailer
separates mail
into different
containers by
destination
Mailer does not
separate mail into
different
containers by
destination
Mailer has
a CSA
First-Class Mail
Separations
5-digit
Origin SCF
SCF
AADC
ADC
Origin MDX Surface
Mixed ADC Air
Container
with Unique
Placard
No
Container
Placard
Required
Container
with Unique
Placard
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Full-Service Requirements
Full-Service Requirements
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Available eDoc Technologies
Mail.dat®
Mail.XML ™
Postal Wizard
• 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
• 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
• Mailer uses own
software or vendor
software to create
electronic file
• Mailer types
information into
online forms in
Postal Wizard, a
USPS tool
• Postal Wizard
creates the
electronic postage
statement
• Separate software
is needed to
generate barcodes
Full-Service Requirements
Submit
Electronically
Intelligent Mail Small
Business Tool (IMsb)
• Designed
specifically for
small-volume
mailers
• Allows mailers to
print an Intelligent
Mail Barcode on
pieces and tray
labels and to
prepare FullService mailings,
including
electronic
submission of
postage
statements
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Full-Service Mailing Solutions
Commercial Mailing Software Vendors
• Mailing software vendors offer easy, ready-to-go
solutions for preparing and submitting Full-Service
mailings.
- Mail.dat/Mail.XML: software solutions for mailers who wish
to use software to prepare presort mailings, generate
unique barcodes, and submit mailing information
electronically to USPS.
- Postal Wizard: software solution which allow mailers to
presort mail and generate unique barcodes, but require the
mailer to enter the postage statement information online via
the online Postal Wizard tool.
For additional details, reference the RIBBS Certifications > eDoc & Full-Service page:
https://ribbs.usps.gov/index.cfm?page=electronicdoc
Mailing Solutions
13
Full-Service Mailing Solutions
Commercial Mailing Software Vendors (Cont’d)
• For a list of software vendors that offer dynamic Full-Service
solutions and have tested them with USPS, reference the
following documents on RIBBS:
– The summary list is a one-page document which
identifies the three types of presort software and
which vendors offer each type
• Also identifies the specific submission methods and
classes of mail that are supported by each vendor
– The detailed list is an Excel vendor matrix which
provides more in-depth details about the capabilities
and offerings of each software vendor
–
Mailers using a product on one of these lists can start mailing in
production without additional testing in the Test Environment for
Mailers (TEM). Mail Owners and Mail Service Providers who wish to validate
a Full-Service test mailing can do so by submitting a single file through TEM
per the instructions on the one-page sheet located on RIBBS:
https://ribbs.usps.gov/electronicdoc/documents/tech_guides/TEMProcessMailing
sMaildat_MailXML.pdf
Mailing Solutions
14
Intelligent Mailpiece Barcode
TRACKING CODE
Mailpiece
Barcode
ROUTING CODE
Barcode Uniqueness
BARCODE
ID
SERVICE
TYPE ID
MAILER ID
SERIAL
NUMBER
ROUTING
CODE
EXAMPLE: 50
FOR MIXED
AADC
EXAMPLE: 300
FOR FIRSTCLASS MAIL®
EXAMPLE:
123456
EXAMPLE:
200800001
MAILER
ASSIGNED
EXAMPLE: 6449
EARL CT,
MEMPHIS, TN
38141834649
Full-Service Requirements
USPS ASSIGNED
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Vendor Full-Service Software Capabilities
Mailing Solutions
16
Vendor Full-Service Software Capabilities
• Mail.dat Post Presort Software Vendors:
Mailing Solutions
17
Full Service Education
 Visit the USPS RIBBS website at: ribbs.usps.gov
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Full Service Getting Started
 Visit the USPS RIBBS website at: ribbs.usps.gov
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Full-Service Manual Verifications
 Manual verifications Today same as Tomorrow
 All mailings are subject to the following verifications:
•
•
•
•
•
•
•
•
Bundle Preparation
Content Eligibility
Manual Barcode
Manual Presort
MERLIN
Tap Test
Weigh Verification
Full-Service verification (manual scans performed by Clerk)
 Resolution Today and Tomorrow is the Same
• Returned for Re-work or additional postage at applicable rate
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Full-Service Requirements, Verification & Thresholds
Validation of the Information contained in eDoc (July 2014)
• Data is aggregated over a one-month period
• Displayed in the Mailer Scorecard by CRID (Available
Today)
• Develop reasonable thresholds
Validation
What is it?
• All
verifications are performed by checking against
values provided in the eDoc
Mailer ID
Mailer ID provided in the IMb, IMtb, or IMcb is valid and registered with the USPS
Mailer ID system
Service Type ID
Service Type ID provided in the IMb is valid, appropriate for the class of mail, and
appropriate for the service level of the mailpiece
By/For
Mail Owner and Mail Preparer are provided for each mailpiece
Unique Container
Barcode
IMcb is unique across all mailings from all eDoc submitters for the past 45 days
Unique Tray Barcode
IMtb is unique across all mailings from all eDoc submitters for the past 45 days
Unique Piece
IMb is unique across all mailings from all eDoc submitters for the past 45 days
Co-Palletization
Co-palletization files are submitted within 14 days for trays/virtual sacks marked
for co-palletization at origin
Entry Facility
Entry facility provided in eDoc (Locale key or ZIP Code) is a valid USPS facility
Mailer Scorecard – Available TODAY!!
 The Mailer Scorecard provides a dashboard view summarizing
Full-Service performance
 Allows comparison across facilities
 Drill reports provide a way to determine specific mail preparation
errors
 Conditional Formatting Provides a Trending View across Months
 Available for any company that submits electronic documentation
 Mail Owner view planned for Future Deployment
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Mailer Scorecard
23
Drills
Clicking on a blue hyperlink in the report allows you to
get additional detail on errors
24
TEM Testing
Testing Process for Mailers Using Vendor Software Solutions
• The Test Environment for
mailers (TEM) is a test
platform designed to allow
mailers to test their ability to
submit electronic mailing
information such as Full
Service mailings to the Postal
Service.
– Although not required, mailers
using software pre-approved
by USPS may choose to test
their ability to submit
electronic mailing information
by using TEM.
– Instructions are in the TEM
Process for Mailings Using
Mail.dat or Mail.XML (PDF).
Mailing Solutions
25
TEM Testing
Mailers Using Software Not Tested with USPS
• Mailers who prepare mailings using presort software that has
not been tested with the USPS must test their files in the
TEM environment. Mailers should follow the instructions in
the following documents:
– TEM Process for Mailings using Software Not Tested (PDF)
– How to Submit Mail.dat Files to TEM (PDF)
– How to Submit Mail.XML Files to TEM (PDF)
• Once mailers go through the TEM process, they can use the
instructions below to submit their files to production using
their BCG account:
– How to Submit Mail.dat Files to PostalOne! (PDF)
– How to Submit Mail.XML Files to PostalOne! (PDF)
Mailing Solutions
26
What is the Business Customer Gateway (BCG)?
The Business Customer Gateway provides a single entry
point for Postal Service® online business services.
 Users can prepare, track and
monitor mailings
 Access to Intelligent Mail®
products and services
 Used for Full-Service tasks:
• eDoc submission
• Access to mailing and shipping
services
• View and manage company
information
• Manage eDOC submissions
Getting Started
• View postage transactions and mail quality
reports
• View/download address change service
(ACS) and visibility information
• Obtain and manage Mailer IDs and CRIDs
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Resources for Mailers
• RIBBS Website: https://ribbs.usps.gov
– Getting Started Page: https://ribbs.usps.gov/gettingstarted
– Business Customer Gateway Information:
https://ribbs.usps.gov/gateway
• Mailpiece Design Analyst
– Phone: 855-593-6093
– Email: mda@usps.gov
• PostalOne! Help Desk
– Phone: 800-522-9085
– Email: postalone@usps.gov
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eInduction Overview
eInduction allows USPS to determine if mailer
containers are paid for and shipped to the correct
facility without the use of paper 8125/8017 forms
•
Non-SV Sites: Mailers use Container Manifest Report from FAST, provides count of containers
to induct
•
eInduction is not mandatory, mailers may continue to use paper forms
•
October 1, 2013 – Pilot Mailers go Paperless
•
November 4, 2013 – National Deployment