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RMS Postal Workout Program Workout #5 - Barcodes - RR Donnelley

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<strong>RMS</strong><br />

<strong>Postal</strong> <strong>Workout</strong> <strong>Program</strong><br />

<strong>Workout</strong> <strong>#5</strong>A –<br />

Intelligent Mail Barcode Requirements<br />

Updated - 2013<br />

Response Marketing Services<br />

Knowledge That Delivers


<strong>Postal</strong> <strong>Workout</strong><br />

1. <strong>RMS</strong> Introduction & Processes<br />

2. Mail Classification<br />

3. Processing Category – Size & Shape<br />

A. Letter & Postcard<br />

B. Flat & Parcel<br />

4. Addressing<br />

5. <strong>Barcodes</strong><br />

A. Intelligent Mail Barcode Requirements, CRID/MID, Business Customer Gateway/<strong>Postal</strong>One!<br />

B. Intelligent Mail Barcode Data<br />

6. Postage and Payment Methods<br />

7. <strong>Postal</strong> Software – Data & List Processing<br />

8. Reply & Return Mail<br />

9. Mail Preparation & Distribution<br />

10. Ancillary Service Endorsements – ASE<br />

11. Address Change Service – ACS<br />

12. Canadian Post<br />

13. International Mail<br />

(Optional)<br />

2


<strong>Postal</strong> <strong>Workout</strong> <strong>Program</strong><br />

• <strong>Workout</strong> – Viewing Instructions<br />

– You can view and listen to a exercise in your own timeframe<br />

– The exercise presentation can be paused, stopped, backed up at any<br />

time<br />

– You can do these exercises individually or in groups<br />

– The slides are available as a .pdf that you can print for reference<br />

– Each individual must fully complete the On-line Achievement<br />

Certification Quiz to finish the exercise<br />

– Look for the KEY slide in every exercise<br />

• Provides information on key postal elements that are affected by the exercise<br />

– Postage<br />

– Mailpiece Design<br />

– <strong>Barcodes</strong>, etc.<br />

• Displays examples of the impact<br />

3


Training Objective<br />

• Business Customer Gateway<br />

• Customer Registration ID - CRID<br />

• Mailer ID – MID<br />

• Barcode physical requirements<br />

– Placement<br />

– Spacing<br />

• Full-Service Benefits<br />

• Impact<br />

– Postage<br />

– Electronic Documentation<br />

4


<strong>RMS</strong> Tools<br />

• Inside<strong>RR</strong>D intranet site<br />

Response Marketing Services →<br />

Marketing <strong>Program</strong>s For Sales →<br />

<strong>RMS</strong> <strong>Postal</strong> Information Library<br />

• Checklists<br />

• Templates<br />

– Planning<br />

– Production<br />

• Informational articles<br />

• Always check the website for<br />

the most current version<br />

5


Current Intelligent Mail Barcode Status<br />

• Currently, First-Class and Standard mailers are required to use an Intelligent<br />

Mail Barcode (IMb) to receive Automation discounts<br />

• IMb Basic<br />

• Full-Service (FS) IMb<br />

• The use of Full-Service IMb affects postage rates now<br />

• Standard Mail: Automation and *Enhanced Carrier Route<br />

$0.001/ pc<br />

• First-Class Mail: Automation<br />

$0.003/ pc<br />

We are encouraging Clients<br />

to make the transition to<br />

Full-Service during 2013<br />

• Starting on January 26, 2014 – Mailers will be required to use a Full-Service<br />

IMb to obtain Automation Rates<br />

* Standard Mail Flat ECR Saturated Mail will not<br />

receive the IMb Full-Service discount<br />

6


USPS<br />

Business Customer Gateway<br />

7


Business Customer Gateway<br />

• Electronic way to communicate<br />

with the USPS<br />

– Portal gives a single entry point<br />

for USPS online business services<br />

• All IMb users must interface with<br />

the USPS via Business<br />

Customer Gateway online Portal<br />

• Both Clients and <strong>RR</strong> <strong>Donnelley</strong><br />

will use the portal<br />

* <strong>Postal</strong>One! And Business Customer Gateway are<br />

one and the same from a clients standpoint<br />

8


Business Customer Gateway - Client<br />

• Clients use the portal to –<br />

– Prepare for Mailings<br />

• Set up their Customer Registration ID (CRID)<br />

• Obtain Mailer ID (MID)<br />

• Register for USPS promotions and incentives<br />

– Reports and Mailing<br />

• Retrieving Mailing Statements<br />

• Review MicroStrategy Reports<br />

• Manage Permit Accounts<br />

– Data Retrieval<br />

• IMb Tracing<br />

• Some ACS data<br />

9


Business Customer Gateway<br />

• <strong>RR</strong> <strong>Donnelley</strong> uses the portal to –<br />

– Send electronic documentation to the USPS - eDoc<br />

– Retrieving Mailing Statements<br />

– Review MicroStrategy Reports<br />

– Other Mailing Reports<br />

• To request access to <strong>RR</strong>D Business Customer Gateway accounts<br />

– Access step-by-step instructions posted on <strong>RMS</strong> <strong>Postal</strong> Website<br />

• New User<br />

• Current User adding additional facilities<br />

– Follow outlined steps<br />

– Once approved you will receive confirming e-mail<br />

10


Mailer Identification (MID)<br />

Customer Registration ID (CRID)<br />

11


IMb - Mailer ID Definition<br />

• A Mailer ID (MID) is a numeric identification number used in the<br />

Intelligent Mail barcode and electronic documentation to identify<br />

the mail owner, mail preparer, other service provider.<br />

• The MID is a 6 or 9 digit number assigned by the <strong>Postal</strong> Service<br />

based primarily on historic mail volume.<br />

• Clients obtain their MIDs directly from the USPS through the USPS<br />

Business Customer Gateway<br />

• MID is part of the Full-Service uniqueness definition<br />

Barcode ID<br />

Service<br />

Type ID<br />

Mailer<br />

ID<br />

Serial<br />

Number<br />

Routing Code<br />

12


What is a Customer Registration ID (CRID)?<br />

• Unique identifier created by the USPS to identify a company at a<br />

business location address for information across all USPS<br />

applications<br />

• Associates every Permit Number and Mailer ID issued<br />

– there may be multiple Permit Numbers or MIDs associated to a single<br />

CRID<br />

• Think of the CRID as the contact information on the application<br />

forms<br />

• Identifies company location<br />

• Created by USPS<br />

• Assigned by USPS<br />

based on volume<br />

13<br />

13


CRID Use<br />

• CRIDs CAN NOT be used for MIDs in the IMb barcode<br />

• Electronic Documentation (eDoc) requires the separate identification<br />

–through a CRID or MID - of the<br />

– Mail Owner<br />

– Mail Preparer/Service Provider<br />

– eDoc Submitter<br />

• CRIDs are linked to Permit numbers used for promotions and<br />

incentives<br />

– Each permit number has only one CRID associated to it<br />

14


CRIDs and USPS Promotions<br />

• Clients must register for USPS promotion/incentive programs<br />

• Registration requires identifying the CRID of the participating<br />

mailer<br />

• The CRID must be linked or associated to the Permit Number that<br />

is used in the mailing to obtain the postage difference - discount,<br />

credit or rebate<br />

15


Clients Obtaining CRIDS and MIDS<br />

• Clients must obtain their own CRID number<br />

from the USPS<br />

– First step in obtaining on-line access to Business<br />

Customer Gateway<br />

– Must have a CRID before getting MIDs<br />

• Client CRIDs are sometimes used in the<br />

Mail.dat<br />

– <strong>RMS</strong> prefers to use the Client's MID<br />

Information on CRIDS and MIDS<br />

http://inside.rrd.net/insiderrd/pages/products_services/response_marketing/marketing_programs_for_sales/rm<br />

s_postal_info_lib/intelligent_mail_barcode_imb.aspx<br />

16


Obtaining MID’s<br />

• Clients must obtain their own MIDs<br />

• On the USPS Business Customer Gateway Home Page<br />

– Click “Mailer ID” and follow instructions<br />

• Fill out the application on line<br />

• For Multiple MIDs clients may need to submit additional information to the<br />

USPS<br />

• Select at least one application for<br />

which the MID will be used<br />

• Full / Basic-Service<br />

• ACS<br />

• ACS and IMb Tracing<br />

• IMb Tracing<br />

17


IMb MID Usage<br />

• Mailpiece<br />

– Client's MID or the vendor MID such as OneSite<br />

– <strong>RMS</strong> uses the Client MID in the IMb and NOT the facility's MID<br />

• Tray Label<br />

– Identifies the Mail Preparer of the trays<br />

– Use <strong>RMS</strong> MID unless client specifies otherwise<br />

• Container Label<br />

– Identifies the Mail Preparer of the pallets<br />

– Use <strong>RMS</strong> MID unless client specifies otherwise<br />

• This will change with Co-Pal to be that of the Co-Pal provider<br />

• Trays and Containers<br />

– DO NOT Use the MID of a Mail Service Provider (MSP) who is not the<br />

Preparer or the Owner – such as OneSite<br />

18


MID and CRID Verification<br />

• Mail Owners and Mail Service Providers are able to verify MIDS and<br />

CRIDs via the Business Customer Gateway<br />

• Entering the MID/CRID and it will show the CRID/MID and name/address<br />

of the company that they belong to<br />

• USPS is working on cleaning up multiple CRIDs to a single company<br />

address<br />

19


IMb Requirements<br />

20


Full-Service Option<br />

• Full-Service Regulations<br />

– Intelligent Mail Barcode - is required on all Standard Mail and First-Class Mail<br />

Automation Flats and Letters. Must be unique for 45 days<br />

– Tray barcode – A 24-digit barcode is required on trays and sacks. This IMb will<br />

identify the mailer and uniquely identify the tray or sack. Must be unique for 45<br />

days<br />

– Container barcode – A 21-digit barcode is required on all pallets and other<br />

containers. This IMb will identify the mailer and uniquely identify the pallet or<br />

container. Must be unique for 45 days<br />

– Electronic documentation – including mailing statements and mailing documents<br />

through Mail.dat<br />

– Drop Shipment appointment scheduling - through FAST<br />

21


IMb Barcode Height and Thickness<br />

• Height<br />

• Thickness (width)<br />

– Must be uniform in size and spacing<br />

• Measured by using the reticule eyepiece<br />

• Problems may be caused by overspray and press speed<br />

22


IMb Barcode Lengths<br />

• Length<br />

– Barcode is 22 +/- 2 bars per inch<br />

– MERLIN will fail any barcodes at minimum or maximum barcode<br />

lengths<br />

– <strong>RMS</strong> IMb barcodes will be over the USPS minimum and under the<br />

USPS maximum<br />

– Use USPS template Item 04A to measure<br />

23


IMb - Using USPS Template 04A<br />

• The small USPS template can be used to check the IMb barcode<br />

length, height, and clear zones of manufactured pieces<br />

– Not used for copy setup<br />

– Does not include the<br />

<strong>RMS</strong> machine<br />

tolerances<br />

24


IMB Readability and MERLIN<br />

• MERLIN checks for barcode readability and content<br />

• <strong>Barcodes</strong> must pass with 90% readability<br />

• Error Reports show printing problems<br />

25


IMb Placement in Address Block<br />

• <strong>RMS</strong> Standard<br />

– Below the Address<br />

***************ECRLOT**C012<br />

EILEEN SIDEWAYS<br />

865 CROOKED CT<br />

MOUNTAIN, MT 59051-4537<br />

– Options<br />

• Above the Address<br />

• Within 1 or 2 lines above or below address<br />

– Maximum 5/8" separation between barcode and address<br />

• At least 5/8" from left and right edge of mailpiece<br />

• Within 3/4" and 3-7/8" from bottom of a letter size mailpiece<br />

26


Barcode Placements in Address Block<br />

<strong>RMS</strong> Standard and Approved Options<br />

Below the Address (<strong>RMS</strong> Standard) Above the Address<br />

JAKE SWENSON<br />

PO BOX 6789<br />

ANYTOWN ST 12345-9876<br />

DOUG LAZZERINI<br />

PO BOX 1245<br />

ANYTOWN ST 12345-9876<br />

Barcode Placement in Relation to Additional Imaged Information Line<br />

Above the Price Marking, Keyline, or<br />

Package Type (preferred)<br />

Below the Price Marking, Keyline or Package<br />

Type<br />

********************* ECRLOT**C015<br />

#JAN 01 345 CA# 986 ST<br />

JEAN CHALLE<br />

PO BOX1333<br />

ANYTOWN ST 12345-9876<br />

# ACSCODE **5 DIGIT 12345<br />

#JAN 01 345 CA# 986 ST<br />

MICHELLE TOMCHECK<br />

PO BOX 8154<br />

ANYTOWN ST 12345-9876<br />

Barcode cannot be placed between name, street address, or city/State/ZIP line<br />

27


Barcode Spacing in Knockout or Window<br />

• Letters and Flats<br />

• Check placement of entire knockout or window first, then the<br />

spacing of the barcode within the knockout or window:<br />

– Within 1 or 2 lines above or below address<br />

– <strong>RMS</strong> 3/16" (USPS 1/8") clear area from the left and right most bars of barcode to<br />

all other copy, or inside edge of knockout or window (after tap test)<br />

– <strong>RMS</strong> 0.040" (USPS .028") for IMb between top and bottom of barcode and<br />

other address lines<br />

• Measure from a descending character<br />

– <strong>RMS</strong> 1/8" between top and bottom of barcode and edge of window or knockout<br />

or other copy<br />

USPS 1/8" minimum<br />

<strong>RMS</strong> 3/16" minimum<br />

Price Marking, Package Type<br />

Recipient Name<br />

Delivery Address<br />

City, State ZIP+4<br />

Delivery Point Barcode<br />

******************************ECRLOT** - CR03<br />

Candy Cane<br />

23498 Peppermint Pkwy<br />

Decay, SC 34889-6159<br />

Space between barcode<br />

and other address<br />

lines:<br />

.040" minimum<br />

1/8" minimum<br />

28


Using <strong>RMS</strong> Template<br />

• Check barcode placement and spacing in window or knockout<br />

• When the barcode is below the City, State and ZIP Measure from a<br />

descending character<br />

ABC Company<br />

123 Main St<br />

Anytown, St 12345<br />

PRSRT STD<br />

U.S. POSTAGE<br />

PAID<br />

ABC COMPANY<br />

Allison Wonderland<br />

654 Rabbit Rd<br />

Wishing, WV 21555-1865<br />

29


Barcode Placements on Letter<br />

All <strong>Barcodes</strong> printed in Address Block<br />

– Within 1 or 2 lines above or below address<br />

– At least 5/8" from left and right edge<br />

– Within 3/4" and 3-7/8" from bottom<br />

Letter and Postcard Checklist -<br />

http://inside.rrd.net/insiderrd/pages/products_servic<br />

es/response_marketing/marketing_programs_for_sale<br />

s/rms_postal_info_lib/rms_postal_checklists.aspx<br />

• For WI facilities, 13/16" minimum from bottom<br />

3-7/8"<br />

5/8"<br />

Claire Voyant<br />

876 Psychic Pl<br />

Paranormal, PA 19543-3578<br />

5/8"<br />

13/16" for WI<br />

3/4"<br />

30


Letter Size Barcode Clear Zone Placement<br />

• Barcode Clear Zone<br />

– Clear of other printing<br />

– Lower right corner of a Letter<br />

– 3/4" from bottom<br />

• For WI facilities, 13/16" minimum<br />

from bottom<br />

Postage<br />

Area<br />

– 4 3/4" from right<br />

• Barcode read zone<br />

– Barcode must be between lines<br />

BACODE CLEAR<br />

ZONE<br />

Free of all printing<br />

(3/4" x 4-3/4")<br />

First (Left<br />

most) bar<br />

must be in the<br />

shaded area<br />

●<br />

BARCODE READ AREA<br />

Barcode must be<br />

completely contained in this<br />

area.<br />

3/4"<br />

3/4"<br />

1/2"<br />

3/16"<br />

– First bar in grid area<br />

(Not drawn to scale)<br />

1/4" Preferred Base Height<br />

3-1/2" minimum length<br />

5/8"<br />

• 3 7/8" from right edge <strong>RMS</strong> Standard<br />

4 -1/4" maximum length<br />

4 -3/4"” over all length<br />

– Bottom of barcode on baseline<br />

• 1/4" from bottom, <strong>RMS</strong> Standard<br />

31


<strong>RMS</strong> Template — Barcode Clear Zone<br />

Check placement of barcode in barcode clear zone<br />

ABC Company<br />

123 Main St<br />

Anytown, St 12345<br />

PRSRT STD<br />

U.S. POSTAGE<br />

PAID<br />

ABC COMPANY<br />

Allison Wonderland<br />

654 Rabbit Rd<br />

Wishing, WV 21555-1865<br />

32


Nonbarcoded Letter-Size Mail Preference<br />

• USPS may attempt to barcode the mailpiece<br />

• Multi-Line Optical Character Reader (MLOCR) reads address in<br />

the OCR Read Area<br />

– Good address readability needs readable fonts and a clear area left,<br />

right and below address<br />

– USPS sprays barcode in Barcode clear zone<br />

Problems with Address<br />

readability may cause<br />

return address to be read<br />

and the mailpiece to be<br />

barcoded to the RETURN<br />

address<br />

1/2"<br />

RETURN ADDRESS AREA<br />

OCR READ AREA<br />

Sunny Daye<br />

345 Bright Blvd<br />

Summer, SC 24356<br />

POSTAGE<br />

AREA<br />

1/2"<br />

BARCODE CLEAR ZONE 3/4"<br />

(Not drawn to scale)<br />

4-3/4" from right edge<br />

33


USPS Letter Mail Labeling Machine - LMLM<br />

• Letter Mail Labeling Machine<br />

• Puts a label in the lower right corner to create a barcode clear<br />

zone<br />

• Label may be placed on any mailpiece without customer consent<br />

Remit to:<br />

CUSTOMER COPY<br />

M&M Disposal<br />

PO Box 343<br />

Libertyville, IL 0048<br />

ph: 847-566-5159<br />

fax: 847-566-5361<br />

DATE SERVICE AMOUNT<br />

10/01/97<br />

12/31/97<br />

Period of<br />

Regular<br />

Service<br />

Past Due<br />

Balance<br />

PRESORTED<br />

FIRST-CLASS<br />

50.40 KITTY LITTER<br />

1234 GREENTREE TER<br />

MYTOWN, IL<br />

60048<br />

FIRST-CLASS<br />

U.S. POSTAGE<br />

PAID<br />

MUNDELEIN, IL<br />

60060<br />

PERMIT NO. 40<br />

PLEASE RETURN THIS STUB<br />

10/31/97 Billing Date TOTAL M&M DISPOSAL<br />

11/25/97 Date Due<br />

TOTAL<br />

PAY THIS AMOUNT 50.40<br />

ACT NUM 45678<br />

34


Flat Barcode Placement<br />

• No Barcode Clear Zone on Flats<br />

• In the address block, knockout area, or<br />

window<br />

• Outside the address block<br />

– <strong>RMS</strong> 3/16" (USPS 1/8") clear area from the<br />

left and right most bars of barcode to all other<br />

copy<br />

– <strong>RMS</strong> 1/8" between top and bottom of<br />

barcode and edge of knockout or other copy<br />

– <strong>RMS</strong> Standard:<br />

• On address side at least 5/8" from left or right<br />

edge and 3/4" from bottom<br />

Flat Checklist -<br />

http://inside.rrd.net/insiderrd/pages/products_servic<br />

es/response_marketing/marketing_programs_for_sale<br />

s/rms_postal_info_lib/rms_postal_checklists.aspx<br />

ABC Company<br />

123 Main St<br />

Mytown, St 34511<br />

Lisa Carr<br />

489 Rental Rd<br />

Truck, TN 38016-5689<br />

PRSRT STD<br />

U.S. Postage Paid<br />

ABC Company<br />

Low Cost Insurance<br />

for your truck, boat<br />

and car<br />

35


IMb and Copy<br />

• IMb combines multiple information in one barcode<br />

– Mail Sortation, IMb Tracing, ACS Services<br />

• Must still print the<br />

Price Marking, C<strong>RR</strong>T or<br />

Package Type (OEL)<br />

Ancillary Service Endorsement (when required)<br />

All Standard Mail, and First-Class Flats<br />

ABC Company<br />

1234 Main St<br />

Anywhere, ST 1235-9876<br />

***************ECRLOT**C012<br />

EILEEN SIDEWAYS<br />

865 CROOKED CT<br />

MOUNTAIN, MT 59051-4537<br />

ADDRESS SERVICE REQUESTED<br />

PRSRT STD<br />

U.S. POSTAGE<br />

PAID<br />

ABC COMPANY<br />

36


Barcode Placement on Reply Mail<br />

• All types of Reply Mail<br />

• Same placement as outgoing mail<br />

– Address block, knockout or window<br />

Business Reply Checklist -<br />

http://inside.rrd.net/insiderrd/pages/products_servic<br />

es/response_marketing/marketing_programs_for_sale<br />

s/rms_postal_info_lib/rms_postal_checklists.aspx<br />

• Above or Below Address<br />

– Barcode Clear Zone – Letters only<br />

– Outside Address Area – Flats<br />

C<br />

NO POSTAGE<br />

NECESSARY<br />

IF MAILED<br />

IN THE<br />

UNITED STATES<br />

BUSINESS REPLY MAIL<br />

FIRST-CLASS MAIL PERMIT NO 1234 CLEVELAND OH<br />

POSTAGE WILL BE PAID BY ADDRESSEE<br />

ABC INDUSTRIES<br />

1220 LAKESIDE AVE E<br />

CLEVELAND OH 44114-9876<br />

37


Barcode Backgrounds<br />

• All USPS barcodes have background requirements<br />

•IMb, IMpb, POSTNET barcode, meter barcodes<br />

• Maximum 10% background solid color without approval<br />

- Over 10% solid color requires approval<br />

• USPS background approval needed on all patterns regardless of color or<br />

percentage, includes fiber or embossed or translucent paper stock or inks<br />

• Cannot run colors darker than approved<br />

• All colored paper must be approved<br />

• All colored (non-black) barcodes must be approved<br />

• Include review of background, paper color, and barcode device<br />

BEST<br />

Chuck Roast<br />

1234 Butcher Blvd<br />

Meatloaf, MT 59001-5197<br />

Justin Case<br />

734 Insurance Ter<br />

Accident, AZ 86400-2467<br />

Noah Vail<br />

567 Lawyer Ln<br />

Lostcause, LA 70077-3343<br />

38


Full-Service Verification<br />

• Full-Service and electronic documentation check:<br />

– Mailer ID<br />

– Service Type ID<br />

– By/For Verification – Mail Owner and Mail Preparer<br />

– Unique Piece Barcode<br />

– Unique Tray Barcode<br />

– Unique Container Barcode<br />

– FAST Appointment and CSA<br />

• MicroStrategy Reports<br />

– Reports the eDoc errors<br />

– Facilities monitor the errors<br />

39


IMb Full-Service<br />

Benefits<br />

40


2013 - Full-Service Discount<br />

USPS discounts for Intelligent Mail Barcode Full-Service<br />

Standard Mail: Automation and *Enhanced Carrier Route<br />

•$0.001/ pc<br />

First-Class Mail: Automation<br />

•$0.003/ pc<br />

Please note that discounts will only be available to the Automation part of the<br />

mailing – Nonautomation & Standard Mail *Flat ECR Saturated Mail will not receive<br />

the IMb Full-Service discount<br />

41


2013 - Full-Service Discount<br />

Please note that discounts will only be available for the Automation part of the mailing –<br />

Nonautomation mail will not receive the Full-Service IMb discount<br />

Standard Mail: Automation and Enhanced Carrier Route<br />

$0.001/ pc<br />

First-Class Mail: Automation<br />

$0.003/ pc<br />

Example –<br />

If you have a Standard mailing for 1,000,000 pieces<br />

Automation Qualified – 960,000 pieces<br />

Full-Service Discount - $ 960<br />

Non-Automation Qualified – 40,000 pieces<br />

No Full-Service Discount<br />

42


Full-Service Benefits<br />

Mail Category<br />

First-Class Mail<br />

Start-the-<br />

Clock<br />

Full-Service<br />

ACS<br />

Full-Service<br />

Discount<br />

Automation Letters<br />

Automation Flats<br />

<br />

<br />

<br />

<br />

<br />

<br />

Automation Cards <br />

Standard Mail<br />

Automation Letters <br />

Automation Flats <br />

Basic ECR Letters <br />

High-Density ECR Letters <br />

Saturation ECR Letters <br />

Basic ECR Flats x <br />

High-Density ECR Flats x <br />

Saturation ECR Flats x x x<br />

43


Full-Service Benefits<br />

Mail Category<br />

Start-the-Clock<br />

Full-Service<br />

ACS<br />

Full-Service<br />

Discount<br />

Periodicals - Outside-County<br />

Barcoded Letters <br />

Barcoded Machinable Flats <br />

Barcoded Nonmachinable Flats <br />

Carrier Route Basic Letters/Flats <br />

Carrier Route HD Letters/Flats <br />

Carrier Route Sat. Letters/Flats <br />

Periodicals - In-County<br />

Automation Letters <br />

Automation Flats <br />

Carrier Route Basic Letters/Flats <br />

Carrier Route HD Letters/Flats <br />

Carrier Route Sat. Letters/Flats <br />

Bound Printed Matter<br />

Barcoded Presort Flats - non-DDU <br />

Barcoded Presort Flats - DDU x <br />

Barcoded CR Flats x <br />

44


Free Full-Service ACS<br />

• Full Service Intelligent Mail Barcode Only<br />

– Not available on nonautomation portion of the mailing<br />

• FREE Full-Service ACS records<br />

– First-Class Mail<br />

• All records<br />

– Standard Mail Letters and Automation Flats<br />

• Available for Automation and ECR Letters<br />

• Not available on Standard Mail ECR Flats<br />

• Return Costs of actual mailpieces still apply<br />

45


Free Full-Service ACS<br />

• ACS - Address Change Service<br />

– Change-of-Address “COA”<br />

• New Address for identified moves<br />

• Includes Indicator - Moved Left No Address, PO Box closed, and Foreign Move<br />

– Nixie: nondelivery for reasons other than a move<br />

• Capture additional moves<br />

– NCOA only catches 75% of consumer moves<br />

– Adding ACS can capture an additional 20% of consumer moves<br />

• Additional <strong>Program</strong> Details<br />

– All ACS Requirements still apply<br />

• Ancillary Service Endorsements<br />

– Report Formats<br />

• Report Format is in a XML, or Excel or CSV<br />

• New SingleSource ACS format is similar to the OneCode ACS flat file format<br />

46


Full-Service Permit Fees - Free<br />

• Effective Fall, 2013<br />

– Waiver of annual permit fee<br />

– Annual presort fees for Standard Mail<br />

• Fee - $200 (2013 price shown)<br />

• Per Permit Number – Not Per Client<br />

• To qualify - 90% of the volume in the mailings under the permit number<br />

must be IMb Full-Service. Mailings are trended over a one-month<br />

timeframe.<br />

• The <strong>Postal</strong> Service verifies that the mailing meets the 90% Full-Service<br />

criteria by checking the full-service percentage on the postage statements<br />

as they are processed.<br />

– If the mailings meet the 90% criteria, the permit fee will not be activated and<br />

required when it is due.<br />

– If, however, a the mailings fail to meet the 90% threshold, the annual permit fee<br />

is required and activated on the date of the failure to process the mailing<br />

47


IMb Tracing<br />

• Mail tracking service:<br />

– Documents mailpiece movement<br />

through the postal network<br />

– Predicted delivery<br />

– Outgoing or incoming<br />

– Mailers can use this information:<br />

• Call Center staffing<br />

• Complementary marketing efforts<br />

• Response activities<br />

• Reply mail<br />

48


IMb Tracing<br />

• New name for OneCode Confirm<br />

• Tracks mail processing for Letters and Flats, not mail delivery<br />

• Is a free subscription service<br />

– Only the raw data is free - May need a vendor to interpret the data<br />

– Have to register with the USPS<br />

• Have to have the correct MID and STID on the mailpiece<br />

• Data feedback will be returned to the subscriber electronically<br />

– The data goes to the company identified by the MID on the mailpiece<br />

49


OneSite Services<br />

• <strong>RR</strong> <strong>Donnelley</strong> OneSite provides clients with valuable<br />

insight into mail delivery<br />

– IMb Tracing<br />

– DDU Confirm or Seed Confirm<br />

– Reply Mail Notification<br />

• Reports in real-time 24/7 – providing campaign milestones<br />

• Provides clients with important information that can be used to<br />

resolve and identify issues, verify status and understand trends<br />

• Use <strong>RMS</strong> eForm for requesting OneSite services<br />

50


OneSite eForm<br />

• Used to communicate with <strong>RR</strong>D OneSite<br />

• <strong>RMS</strong> advises OneSite of upcoming orders and requests<br />

information<br />

• OneSite provides back information for the barcode<br />

– Mailer ID<br />

– Serial Number range<br />

• <strong>RMS</strong> provides the final Mail.dat file information<br />

51


Full-Service Additional Services<br />

• Full-Service does not mean that clients automatically get all services<br />

– Each service must be specified in the IMb Service Type ID - STID<br />

– The client must register with the USPS for each service<br />

– This information must be supplied with the order information<br />

• Full-Service does not mean that the client will automatically receive the<br />

discounts for each promotion/incentive<br />

– The appropriate information must be in the Mail.dat file<br />

– For some programs the client must register with the USPS<br />

– This information must be supplied with the order information<br />

52


IMb - Postage Impact<br />

IMb not readable or has incorrect data<br />

• Client may lose -<br />

– Automation and/or Presort-Machinable postage discounts<br />

– Full Service IMb discounts<br />

• The services requested in the IMb will not be available<br />

– This includes<br />

• IMb Tracing<br />

• Informed Visibility<br />

• OneCode ACS and Full-Service ACS<br />

• Permit fee waiver<br />

As of January, 2014, clients would lose the automation discounts<br />

for some Full-Service issues<br />

53


Training Objective<br />

• Business Customer Gateway<br />

• Customer Registration ID - CRID<br />

• Mailer ID – MID<br />

• Barcode physical requirements<br />

– Placement<br />

– Spacing<br />

• Full-Service Benefits<br />

• Impact<br />

– Postage<br />

– Electronic Documentation<br />

54


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

<strong>RMS</strong> receives an order for 1mm pieces from Pillar Bank for a new<br />

Credit Card Offer.<br />

The mailpiece is a 5" x 9 1/2" closed face envelope 2/1, duplex<br />

ProteusJet imaged Letter with a tipped on card, 4/4cp Sell Sheet<br />

and 1/1 imaged BRE.<br />

55


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

What would you do next?<br />

56


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

• Using the <strong>RMS</strong> Letter-Size Checklist, you determine that the IMb<br />

Barcode is more than 2 lines above the Address Block<br />

• You advise the client that this would result in loss of their<br />

Automation discount and they can either<br />

– Mail at a Nonautomation Rate<br />

– Move the Copy and/or IMb Barcode<br />

57


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

• Pillar Bank agrees to change the position of the barcode in<br />

relation to the address block.<br />

– Pillar Bank retains their Automation Discount worth approximately<br />

$ 22,080<br />

– Pillar Bank also retains their Full-Service IMb Discount worth an<br />

additional $ 1,000<br />

58


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

Kingston Animal Society<br />

897 Saving St<br />

Kindness, KS 67248-1657<br />

PRST STD<br />

U.S.POSTAGE<br />

PAID<br />

KAS<br />

Sal Vation<br />

439 Donor Dr<br />

Caring, CT 06849-0210<br />

<strong>RMS</strong> receives an order for 1mm pieces from Kingston Animal<br />

Society for an acquisition mailing. KAS is looking to increase their<br />

membership base. The Client wants to use a bold color on the OE<br />

to help stand-out in the mail.<br />

The mailpiece is a #10 Closed Faced OE with 4/0 pc printed on red<br />

paper stock with a 2/1 Imaged Letter, Imaged Reply Form and BRE.<br />

59


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

What would you do next?<br />

60


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

• Using the checklist, you determine that OE paper color<br />

will not meet the Barcode background requirements for<br />

USPS Automation Rates.<br />

• If, KAS wanted to stay with the red OE paper, they<br />

would lose their Automation Rate Discounts.<br />

• You advise them of this and provide them with<br />

alternate creative solutions:<br />

– Create the OE with White paper and highlight the OE copy<br />

with spot color<br />

– Use White paper and print the OE with a red screen –<br />

leaving a knock-out area or faux label for the Address<br />

Block and Barcode<br />

– Print a White block on the red OE paper for the Address<br />

Block and Barcode area<br />

61


<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> Exercise<br />

Kingston Animal Society<br />

897 Saving St<br />

Kindness, KS 67248-1657<br />

PRST STD<br />

U.S.POSTAGE<br />

PAID<br />

KAS<br />

Sal Vation<br />

439 Donor Dr<br />

Caring, CT 06849-0210<br />

• KAS decides to have <strong>RMS</strong> print a White block on the red OE<br />

paper for the Address Block and Barcode area<br />

– KAS retains their Automation Discount worth approximately<br />

$25,920<br />

– KAS also retains their Full-Service IMb Discount worth an additional<br />

$ 1,000<br />

– <strong>RMS</strong> generates additional creative revenue<br />

62


To Complete the<br />

<strong>RMS</strong> <strong>Postal</strong> <strong>Workout</strong> <strong>#5</strong>A<br />

Intelligent Mail Barcode<br />

Requirements<br />

Please access and complete<br />

the On-line Achievement<br />

Certification Quiz<br />

Thank You !<br />

63

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