intelligent mail ® full-service mtac may 19, 2010

Intelligent Mail® Full-Service

MTACMay 19, 2010

FY2009 – FY2010(As of April 23, 2010)

Total

Customer Sites Approved for Production 384

Finalized Postage Statements 163,439

Volume 15,110,945,736

Revenue $ 4,126,863,196

Intelligent Mail® Program Status

Full Service Volume

Intelligent Mail® Program Status

Barcode retirement in May 2011

May 2011– POSTNET™ retired for automation rates– PLANET Code® barcode retired

POSTNET Intelligent Mail Barcode

Intelligent Mail® Timeline

2010 United States Census

Largest mailing to utilize Full Service Intelligent Mail®

500 Million Full Service Mailpieces

Unprecedented Visibility for Census and USPS

Census 2010 – Container Visibility

Census 2010 – Delivery Visibility

ORT Container Errors by Type

10,84612,350 11,359

17,321

55,511

46,12144,832

62,761

7,4460

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

3/27-4/2 4/3-4/9 4/10-4/16 4/17-4/23

Appointment Error

CSA Error

Non-Unique IMcbAcross Mailings

Non-Unique IMcbWithin Mailings

Invalid IMcb MID

ORT Handling Unit Errors by Type

97,366

99,507 120,004

167,441

83,190

84,19792,426

149,324

28,784

29,961131,006

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

3/27-4/2 4/3-4/9 4/10-4/16 4/17-4/23

CSA Error

AppointmentError

Non-UniqueIMtb AcrossMailings

Non-UniqueIMtb WithinMailings

Invalid IMtb MID

ORT Piece Errors by Type

0

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

70,000,000

80,000,000

90,000,000

100,000,000

3/27-4/2 4/3-4/9 4/10-4/16 4/17-4/23

Non-UniqueIMb AcrossMailingsInvalid By/For

Non-UniqueIMb WithinMailingsInvalid STID

Invalid IMbMID

55.7M

40.7M

7.6M

9.0M

48.1M

6.7M

6.7M

8.7M

69.0M

9

Mailer Compliance Findings

134,417 containers processed62 errors per 100 containers (no change from last wk):

High Performers (Container Level): Bank of America, Netflix, Dingley Press

2,147,844 handling units processed18 errors per 100 handling units (+3 from last wk):

806,267,722 pieces processed11 errors per 100 pieces (+1 from last wk):

High Performers (Handling Unit Level): Netflix, Freedom Graphics, World Marketing

High Performers (Piece Level): Quad Graphics, Harte-Hanks

Notes: Errors are not mutually exclusive; one container/HU/piece may have multiple types of errors. Appointment errors may be resolved after postage statement finalization.

Mailer A23,631

Mailer B16,597

Mailer C14,535

Mailer D4,581

All Other Mailers23,851

Container Errors by Mailer (current week)

Mailer A340,289

Mailer B4,347

All Other Mailers34,527

Handling Unit Errors by Mailer(current week)

Mailer A 63,832,662

Mailer B 4,946,471

All Other Mailers 18,891,137

Piece Errors by Mailer(current week)

ORT Container Association Evaluation

69 73 73 81

48 53 56 625

55

5

29 28 21 25

51.7% 50.6%54.2%52.7%

0

30

60

90

120

150

180

210

3 weeksending 4/2

3 weeksending 4/9

3 weeksending 4/16

3 weeksending 4/23

Co

un

t o

f M

ail

ers w

ith

Co

nta

ine

rs r

eq

uir

ing

Ap

po

intm

en

t A

sso

cia

tio

n

0%

10%

20%

30%

40%

50%

60%Mailers with all jobs above90% threshold

Mailers with some jobs above90% threshold (error codes101, 102)

Mailers with no jobs above90% threshold but somecontainer association (errorcodes 101, 102)

Mailers with no containerassociation (error codes 103,104)

Overall Performance (totalcontainers associated vs.containers expecting FASTappointments across all jobs)

1010101010

Other Top Mailer Compliance Findings

Container / FAST Appointment Association 54.2% for trailing 3 weeks Challenges: Third party logistics, small/new/local mailers Top performers: Brown Printing Company – Greenville (98.5%), Dingley Press (96.4%), Quad Graphics – Martinsburg (93.2%), Quad

Graphics – Sussex (91.5%)

Note: This association evaluation includes containers only (orphan handling units are not included).

Full Service Compliance Issues

Full Service Containers not associated with Appointments

Invalid Mail Owner/Mail Preparer Identification

Errors in Customer Service Agreements (CSA)

Invalid Mailer ID

Invalid Service Type Identifier

Non-Unique Mailpiece, Handling Unit, Container barcodes

PostalOne! Release 25 (Nov. 7, 2010)


Full Service Discount Assessment

SA

SP

SA

SP

PO

!P

O!

Mai

ler(

s)M

aile

r(s)

No

Yes

Full-Service Desk Checks

Full-Service eDoc

Pass File Checks?

Generate Daily Error Summary Data for pieces assessed for discount loss

Postage Statement Finalization

Capture Piece, HU, Container Level Errors

eDoc Quality Reports

(available ~48 hours from eDoc

finalization)

eDoc File Checks

Calculate Piece Errors within a

Parent Container

Last Postage Statement and >45

from PS Mailing Date?

Yes

Generate Mailer Notification Email,

PO! Dashboard Alert and PO! Mailer Report

Mailer NotificationEmail, PO!

Dashboard Alert and PO! Mailer

Report

Full Service eDOC Verification Process

• Mailer Submits eDOC

• eDOC File Checks

• Postage Statement Finalized

• Full Service eDOC checks

• Barcode Uniqueness

• Mailer IDs, Service Type, By/For

• FAST/CSA

• Results in MicroStrategy reports

• Provide FS Assessment Report

• Notify Mailer via email & PO! Dashboard

• Allow payment or reconciliation

• Track error reports and payments

Provide access for mailer to monitor Full Service errors Reports available in MicroStrategy Mail Quality reports, generally,

within 48 hours after statement(s) finalized Errors updated with the results from finalized statement(s) for a job. As appointments are scheduled in FAST, the SASP system will

reevaluate missing appointments and update Mail Quality reports



Retrieve eDoc verification results Calculate loss of discount/additional postage

– 45 days from the Mailing Date of last Finalized Postage Statement Send eMail notification to eDoc submitter CRID Display notification to users linked to submitter CRID users Provide Full Service Assessment report Track payment or request for reconciliation through status codes

– Unpaid, Pending Reconciliation Review, Reviewed – Payment required

– Overdue, Closed, Paid Detailed Error via MicroStrategy Reports



Mailers search and address Full Service Assessment based on eDoc Submitter CRID

PO! dashboard presents Full Service Assessment Report Allows for the following functionality

– Payment of Full Service Discount Assessments• Select Permit to pay additional postage

– Request reconciliation– Provide contact information



Mailer: Responsible for resolving discount assessment– Review Assessment charges– Pay or Request Reconciliation for charges

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

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



Full Service eDoc Verification Errors


Verification eDoc record level

Mailer ID Container Barcode

Tray Barcode

Piece Barcode

Piece Range Barcode

Service Type ID Piece Barcode

By/For Piece

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

CSA: eDoc contains all required elements for the CSA

Full Service MicroStrategy Reports

Full Service eDOC Feedback

Microstrategy Reports available today to evaluate eDOC Full Service

Improvements in May 23 Release More Information in Errors

Further Improvements in the November 7 Release

USPS proactively contacting mailers to resolve issues

The current FS Quality reports gives mailers aggregate & detail views for Full Service eDOC verifications

Report prompts allow the user to filter the error reports for particular error types

The Error Verification report illustrates aggregate counts by each error type


The current FS Quality reports gives mailers detailed views of each of the Full Service verifications

The detailed report provides data to

research and identify source of error.

For By/For errors the report supplies the Mail Preparer

and Mail Owner

For Appointment Verification errors the report supplies the

Appointment ID at Container/Handling Unit level

For Mailer ID and Service Type errors the report supplies the IM

barcode

For Unique Barcode errors the report supplies

the IM barcode

For CSA errors the report supplies the CSA ID


USPS Proactively Contacting Customers

Several customers contacted since 4/14 Top issues discussed:

– FAST appointment verification– Mail/Owner preparer– Non-unique Intelligent Mail barcodes

Postal Service and Mailers making adjustments/ Fixing Issues

We’re working with our Customers

It CAN be done…

Identified a customer having the most container association errors in the Feb timeframe. Running approximately 5000 containers every three weeks with 0 container association compliance, USPS contacted customer and helped them work through issues. 5 weeks later, after implementing their process for container association, they were measuring at above 90% performance. Their current score is 95.9% for the trailing 3 weeks (5177 containers associated out of 5,398).

Compliance Results

Upcoming PostalOne!/SASP Releases

May 23, 2010– Full Service PostalWizard mailpiece limited to 10,000 pieces– Expanded Error Descriptions for MicroStrategy Reports– Address Anomalies

November 7, 2010– Full Service eDOC Verification– Full Service ACS non-compliance– Enhanced MicroStrategy Reports– Address Anomalies

Upcoming Releases

24

Full Service Pieces with addresses not updated per feedback– Periodicals provided at no charge up to 60 days from first notice– Standard Mail and BPM flats provided at no charge up to 95 days – Charges apply after no-charge delivery period determined by

multiple notices to same Delivery Point by a Mail Owner

Non-Compliant Full Service Pieces– Unable to associate ACS records to an eDOC– Attempt to associate ACS records with a Full Service STID to an

eDOC– Use MID in barcode to determine data recipient CRID– Fulfill Full Service ACS through PostalOne! and Mail.XML.


Full Service ACS non-compliance

25

Mail Owners are determined based on CRID from the eDoc or the MID from IMb.

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 October 24th of

each year if the cumulative balance is less than $50.– Invoices will be mailed to the address for relevant CRID

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

PostalOne! will suspend delinquent Mail Owner’s Full-Service ACS Feedback

.


Full Service ACS non-compliance

FAST / Customer Supplier Agreements (CSAs)

FAST Release 14.2.0 (May 23, 2010)

FAST online Origin Entry and drop ship users will have:

Ability to associate stand-alone content and add contents to appointment shells created online in addition to via Web Services

Improved ability to update and cancel information related to recurring appointments.

Changes to the FAST CSA Module:

For Standard Mail, Bound Printed Matter, and Periodicals, the CSAs have been simplified by setting the Processing Code to “Mixed Surface” for all processing categories and all ZIPs

Support Pallets preparation per DMM/Labeling List pallet makeup requirements

Communications

Communications

Advisory Updates Release Notes Guides and Specification Updates

A Guide to Intelligent Mail for Letters and Flats A Guide to Customer Supplier Agreements User Access to Electronic Mailing Information and Reports Test Environment for Mailers: Checklist and Troubleshooting Postal Service Mail.dat Specifications Postal Service Mail.XML Specifications

intelligent mail ® full-service mtac may 19, 2010

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