Power Point presentation on Full Service IMB, Move Update rules

1. Intelligent Mail® Update Pritha Mehra Vice President, Business Mail Entry & Payment Technologies

18. 1 Go to the Business Customer Gateway from www.usps.com 1 Download Online Reports

19. Login Information: Enter your username and password. 2 Go to the customer gateway Enter your Username and Password 1 2 Download Online Reports

20. Select Mailing Reports (PostalOne!) Under Track & Reports 3 Download Online Reports

21. Under Full Service, click on Reports 4 Download Online Reports

22. Download Online Reports Under Reports click on Address Correction Service (ACS) 5 Download Online Reports

23. Download ACS Two possibilities: Download ACS or download Nixie. Select Download ACS Report 6 Download Online Reports

24. Download ACS Report in Excel format will allow use of all the functionality available in Excel, such as, filtering by Job ID, Mailing Group ID or Date Range Download Online Reports

25. Download Nixie Report in Excel format will allow the use of all the functionality available in Excel such as filtering by Original IMb, Mailing Group ID, Date Range, ID Download Nixie Data

31. USPS.com http://www.usps.com Gateway https://gateway.usps.com/bcg/login.htm

32. Gateway https://gateway.usps.com/bcg/login.htm

34. Business Services Business Service Service Description Manage Mailing Activity ( PostalOne! ) Manage Mailing Activity is comprised of PostalOne! functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information Manage Mailing Activity Sub-Services Sub-Service Description Summary Provides overview of recent transaction activity Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts Postal Wizard Provides mailers an online avenue to submit an electronic postage statement Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements. Dashboard Provides users the status of all electronically submitted mailings. Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.

35. Business Services Business Service Service Description Mailer ID Mailer Id supports all functionality associated with the management of Mailer IDs, including applying for a MID and managing an MID profile. Mailer ID Sub-Services Sub-Service Description Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information. Address Book Provides users capability to store data distribution recipient candidates for profile management. Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.

36. Business Services Business Service Service Description Schedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry appointment scheduling. Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0) Customer Label Distribution System (CLDS) The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process. Audit Mailing Activities ( PostalOne! ) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service. Manage Electronic Verification Activity (e-VS) The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files. Manage Electronic Return Activity (PRS ) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.

38. Getting Started Getting Started with Intelligent Mail Set up Profile / The Business Customer Gateway Step 2 – Plan Mailpieces, Barcodes, eDOC & Feedback Step 1 – Review the Guides and Specifications Step 3 – Step 4 – Test in TEM

41. Resources: RIBBS Website The RIBBS Website provides extensive Intelligent Mail Resources

42. Resources: RIBBS Guides and Specifications You can view or download the Guides and Specifications from RIBBS

43. Resources: RIBBS News Keep up with the latest news on Intelligent Mail® Services Click here for latest news

44. Resources: Business Customer Gatewa y The Business Customer Gateway is your new landing page

48. Busines Mail Acceptance (Move Update)

53. Verification Types MERLIN Manual Barcode   Presort   Bundle Prep  Shortpaid   Tap Test  Weigh  Delivery Point Validation  Move Update  Mail Piece Count Verification  Manifest Mail 

55. Staged Mailing Environment

56. Continuous Mailing Environment

57. America is on the Move and Growing! 1.8 million new addresses 45 million Americans move 149 million total addresses The Move Update Case Pennsylvania New Jersey New York

58. What is Move Update? Move Update describes the process of periodically matching a mailer’s address records with customer-filed Change-of-Address orders received and maintained by the Postal Service. Move Update = Fewer Forwarded and Returned Mailpieces

61. Electronic data file Contains name, address and barcode (if available) Sample extracted from the mailing is processed on MERLIN Mailpiece ID can be used to identify any piece found as an error . Move Update Verification Process BME clerk selects sample mailpieces for MERLIN verification The NCSC performs a Move Update validation Move Update Verification results are displayed in PostalOne! Results forwarded to PostalOne! Mailpieces are run on MERLIN, data file sent to NCSC PostalOne! Triggers Verification and mailing data is sent to MERLIN

62. Reports

77. Move Update Verification

84. Business Customer Gateway

87. Through the Gateway customers can see company information for multiple business locations in a single display Highlights

90. Customers access the Business Customer Gateway from USPS.com http://www.usps.com Basics https://gateway.usps.com/bcg/login.htm

94. Login and New Accounts Step 1. New user signs up at the Gateway landing page Step 2. New user creates Username and Password

95. Step 3. New user selects business account Step 4. New user enters company information Login and New Accounts Note: All Business locations receive a Customer Registration ID (CRID). The CRID is used to link all users and company information.

96. Step 5. New user reviews and confirms information Step 6. New user reads and accepts the Privacy Act Login and New Accounts

98. Step 8. New user selects the business locations to associate to the service Step 9. New user account confirms or cancels the business service request Login and New Accounts

103. Profile Management Functionality Your Account Settings Users can view their business locations and the services they have at each Users may request additional services or additional locations for a service User can see the status of their requests. Administrator queue to approve user access requests. Administrator tool to remove access or assign additional users the BSA role. Function Profile Request Access Request Status Request Inbox (BSA Only) Manage User Access (BSA Only) Business Customer Gateway Link

107. Request Access Your Account Settings Users can request access to additional services and business locations via the Request access link Note: Users also have the option of having their BSAs assign them any additional Services and locations.

108. Request Access Your Account Settings When requesting additional business locations, users may enter the CRID of the business rather than the name and address

117. Business Services Business Service Service Description Manage Mailing Activity ( PostalOne! ) Manage Mailing Activity is comprised of PostalOne! functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information Manage Mailing Activity Sub-Services Sub-Service Description Summary Provides overview of recent transaction activity Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts Postal Wizard Provides mailers an online avenue to submit an electronic postage statement Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements. Dashboard Provides users the status of all electronically submitted mailings. Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.

118. Business Services Business Service Service Description Mailer ID Mailer Id supports all functionality associated with the management of Mailer IDs, including applying for a MID and managing an MID profile. Mailer ID Sub-Services Sub-Service Description Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information. Address Book Provides users capability to store data distribution recipient candidates for profile management. Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.

119. Business Services Business Service Service Description Schedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry appointment scheduling. Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0) Customer Label Distribution System (CLDS) The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process. Audit Mailing Activities ( PostalOne! ) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service. Manage Electronic Verification Activity (e-VS) The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files. Manage Electronic Return Activity (PRS ) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.

123. Manage Permits Users may view linked permits. BSAs can link additional permits under Manage Permits. Verify correct permits are linked to the desired business location CRID Accounts

124. Manage Permits Accounts

125. Manage Permits – Permit Profile Accounts Users may view linked permits for a business location CRID

126. Manage Permits Accounts Link additional permits if necessary. If validation fails, BSA should contact the Help Desk. BSAs may link additional permits

128. Link provides access to detailed information on Intelligent Mail Services Design & Prepare

131. Access The Mailer ID System Acquire Mailer IDs Design & Prepare Step 1. User requests Mailer ID service if they do not already have access. Step 2. User accesses Mailer ID system.

132. Mailer ID Summary Acquire Mailer IDs Step 1. MID Summary page will display all Mailer ID that are associated to the selected business location. Step 2. If there is a Mailer ID that a business location has that is not displayed contact the Help Desk. Design & Prepare Step 3. To request a new Mailer ID select Request a MID.

133. Request a Mailer ID Acquire Mailer IDs Step 4. System will display the number of MIDs that are available for the business location. Step 5. If the type of MID wanted is not available, contact the Help Desk for assistance. Step 6. Select type of MID, enter the number of MIDs requesting and click Request MIDs Design & Prepare

134. Acquire Mailer IDs: Request a Mailer ID Step 7. Select for the system to automatically generate the MID or request a specific MID number to see if available. Step 8. Select the program for which you are requesting to use the MID Step 9. Select Request MIDs Design & Prepare

135. Acquire Mailer IDs: Mailer ID Issued Step 10. New MID is issued and added to the summary for the business location. Design & Prepare

137. Full Service Data Distribution Design & Prepare Step 1. Access the Mailer ID System from the Business Customer Gateway. Step 3. Click Add Profile. Step 2 Locate the MID for which you want to create a Data Distribution Profile.

139. Data Distribution – Address Book Entry Step 1. Select Business Location. Note: Each Business Location (CRID) has its own Address Book. Step 2. Click Address Book: Add Data Recipients Design & Prepare

140. Data Distribution – Address Book Entry Design & Prepare Step 3. Key in the MID of a possible data recipient. Note: You will need to know the MIDs of your data recipients. Step 4. Click Add Entry

141. Data Distribution – Address Book Entry Design & Prepare Step 5. New data recipient candidate displays in Address Book and will be available for selection for all MIDs linked to the business location

142. Data Distribution – Full Service Start-The-Clock/Container Visibility Steps and Profile Options are the same as Full Service ACS. Design & Prepare

143. Full Service Data Distribution – Delegate Mailer ID Step 1. Click the box to delegate management of the data distribution for a MID to another company. Step 3. Select Save Profile. Step 2. Select the Company from the drop down box (box is populated from Address Book) Design & Prepare

146. Electronic Data Exchange Access to TEM is through the Manage Mailing Activity service B. Select Electronic Data Exchange once Request is approved C. Select the Mail.dat version Mail & Transport A. Log into your homepage. Request and get approved for Manage Mailing Activity.

148. Submit Electronic Documentation in Test Environment User selects the version of Mail.dat they wish to test and downloads the appropriate software. Once a customer has successfully completed all required test scenarios, the Help Desk will notify them of the approval to submit to the production environment User sends the Help Desk an email to initiate testing. Help Desk link opens an email to the PostalOne! Help Desk. Mail & Transport

152. Submit Electronic Documentation Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User obtains the Intelligent Mail Full-Service Mailer Checklist Step 3. Obtain company CRID for electronic file submission Mail & Transport

157. View Full Service Information Track & Report Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User accesses Mailing Reports.

158. View Full Service Reports Track & Report Step 3. Under Full Service, select Reports

159. View Full Service ACS Step 4. Select Address Correction Service (ACS) Track & Report

160. View Full Service ACS Step 5. Select ACS Report : Two possibilities Download ACS or download Nixie: Select Download ACS Track & Report

162. Track & Report Step 8. Select one option from the dropdown menu. The option is a value attribute within the job ID number Extract Value, Starting Value, Ending Value Or containing Value Step 9. Data range: The user can select the Start and End dates or enter a date using the Calendar functional icon for both the start and end dates. Step 10. Click on Search

163. Format can be Excel or Coma delimited (CSV) Show the number of records displayed by the search Track & Report Step 11. Select criteria of search and download the data in the format of Excel (XLS) or Comma delimited (CSV)

164. Step 12. The Pop up box appears offering two options: Open or Save the excel file Track & Report

166. View Financial Information Track & Report Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User accesses Mailing Reports.

167. View Transactions Track & Report Step 3. Select View Transactions

168. Transactions Report Track & Report Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service Users may access postage statement details under Transaction Type

169. Mailing Activity Report Track & Report Report displays postage amounts by line item for a permit and postage statement type for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service

179. Manage User Access – BSA Only Business Services Administrator

180. Manage User Access – BSA Only Business Services Administrator

181. Manage User Access – BSA Only Business Services Administrator

182. Manage User Access – BSA Only Business Services Administrator

188. The RIBBS Website provides extensive Intelligent Mail Resources Customer Support

189. Resources: RIBBS Guides and Specifications -- You can view or download the Guides and Specifications from RIBBS Customer Support

192. Keep up with the latest news on Intelligent Mail® Services Resources: RIBBS News Click here for latest news Customer Support

193. Resources: Business Customer Gateway The Business Customer Gateway is your new landing page Customer Support

196. Postage Statement Move Update Method Checkbox

197. Postage Statement Move Update Method Checkbox Postal Wizard Statement Entry

208. Business Customer Gateway

211. Mailer ID

212. *from Business Customer Gateway presentation Mailer ID

218. Services Availability SERVICE RECORDS DELIVERY BARCODE ASE REQUIRED FEE BASIC FULL-SERVICE Non-Auto Manual Address Correction Hard copy None required, (optional POSTNET ™ or IMb ™ ) Yes (optional for First-Class Mail letters & Periodicals) Per manual notice issued Traditional ACS ® Electronic via RIBBS™ or CD - Mailer chooses daily, biweekly, weekly, bimonthly, or monthly. None required, (optional POSTNET or IMb) Yes (optional for First-Class Mail letters & Periodicals) Per electronic notice issued OneCode ACS ® Automated via RIBBS - Mailer logs into website manually or through a script or other automated process to collect data. IM™ IMb Basic required Yes (optional for First-Class Mail® letters & Periodicals) Per automated notice issued Full-Service ACS™ Automated via download – Mailer logs into Business Customer Gateway to access Reports or via Mail.XML Push/Pull IM IMb Full-Service required Yes (optional for First-Class Mail letters & Periodicals) None for First-Class Mail. None for 30 days for Standard Mail ® & Bound Printed Matter (fees apply for duplicates after 30 days). None for 60 days for Periodicals (fees apply for duplicates after 60 days).

220. Online Download - Reports Click the “Address Correction Service (ACS)” link from the Reports page to download the Full-Service ACS™ COA or nixie reports.

225. MID Delegation Single Recipient

226. Summary of Company’s MID COMPANY COMPANY COMPANY 20260-0826

227. MID Delegation Address Book COMPANY

228. MID Delegation Address Book