RMS Postal Workout Program - RR Donnelley

RMS
Postal Workout Program
Workout #7 - Postal Software
Data & List Processing
Response Marketing Services
Knowledge That Delivers

Postal Workout Introduction
• Workout Implementation
– You can view and listen to a exercise in your own timeframe
– The workout presentation can be paused, stopped, or backed up at any time
– You can do these exercises individually or in groups
– The slides are available as a .pdf that t you can print for reference
– Each individual must fully complete the On-line Achievement Certification
Quiz to complete the exercise
– Look for the KEY slide in every exercise
• Provides information on key postal elements that are affected by the exercise
– Postage
– Mailpiece Design
– Barcodes
• Displays examples of the impact
2

Postal Workout Introduction
1. RMS Introduction & Processes
2. Mail Classification
3. Processing Category – Size & Shape
A. Letter & Postcard
B. Flat, NFM & Parcel
4. Addressing
5. Barcodes
A. POSTNET, Planet Code, IMb Introduction
B. Intelligent Mail Barcode, CRID/MID, Business Customer Gateway/PostalOne!
6. Postage and Payment Methods
7. Postal Software – Data & List Processing
8. Reply Mail
9. Mail Preparation – Sortation, Commingle, Co-Pal
10. Canadian Post
11. International Mail
12. ACS & Ancillary Service Endorsements
(Optional)
3

Postal Software - Data & List Processing
• List Preparation & Processing
• USPS Requirements
• Move Update
• Mail Postal Sortation
• Mail.dat
• Post Mailsort Programs
• RMS Standards
• Impact
4

List Preparation & Processing
• Common Services & Options
– Conversion
• Creating a single formatted list from multiple inputs
– Merge/Purge
• Process that merges multiple lists or files together and then removes file
duplicates
– Data/File Suppression
• Removes any unwanted records from your mail file
– Geocoding
• Assigns a latitude-longitude coordinate based on street address, postal code
or administrative boundaries
– Congressional Lookup
• Appends Senate and House of Representative information
5

List Preparation - Conversion
Converts multiple input file formats into one format for
standardized processing
OPI Database Question Set
1. Type of List Services?
2. Is this a multi‐list order
3. Type of Input to Output order? For correct data conversion
4. Type of multi‐list layout
5. Keep Mullet‐List fields separate?
6. File(s) available?
7. Data Notification E‐form sent?
8. Client Exempt from sending Data Notification E‐form?
9. Location? (Include FTP Site, User ID and Password)
10. File Names?
11. When will files be available?
12. Of the files available, location?
13. Of the files available, File Names?
14. Of the files available, Protection / Encryption?
15. When will the remaining files be available?
16. Protection / Encryption?
17. Name of Encryption Software and Version.
18. Protection / Encryption details
detailed information in the form of
an OPI or List /Job Processing
instructions needs to be provided
to the production facility at the
time of order submission
6

List Processing - Merge/Purge
• Inputs one or more files
• Eliminates specified file – purge
• Can specialize in Consumer or Business
• Eliminates similar or duplicate names
• Allows one name for the mailing
• Options
– Choose individual, family or household
– Specify priority lists - house list
– Identifies multiple buyers
• RMS Merge/Purge Questionnaire required
7

List Processing - Merge/Purge Options
Fuller Vann Minnie Vann Lesa Carr
856 Auto Ave
Transportation, TN 38001-0001
Merge/Purge Option Results
Individual = three mailpieces
Family = two mailpieces
Household = one mailpiece
8

List Processing - Merge/Purge Options
List Priorities
House List List A List B Purge List
9

List Processing - Merge/Purge Options
Multiple Buyer
House List List A List B Purge List
Target shows up on multiple lists
10

List Processing – Data/File Suppression
• Inputs one or more files
• Eliminates specified target from file
• Common Data / File Suppression Lists
– DMA – Do Not Mail List
– Prison List
– Client Specific Suppression List
• Suppress current customers
• Suppress under performing/responding deciles
• Suppress specific file attributes
Mail File
Suppression
File
11

List Processing - Geocoding
• Assigns Longitude
and Latitude to
Addresses
• Determines
distances between
addresses
– Person's home to
the nearest store
– Distance around a
retail location
• Store Location
look-up tables
12

List Processing - Congressional Lookup
• Appends Senate and
House of Representative
information specific to an address
• Used for political l mailings
• OPI or List /Job Processing
instructions needs to be provided
13

USPS Requirements
List Processing requirements for discounted postage prices
• Coding Accuracy Support System - CASS
– Multi-line Accuracy Support System - MASS
• Delivery Point Validation - DPV ®
• Locatable Address Conversion System - LACS Link®
• Suite LinkTM
• Move Update requirements
Required Only For Enhanced Carrier Route
• Delivery Sequence File - DSF 2
– Required for Saturation & High Density Mailings
14

USPS Requirements – CASS
• Coding Accuracy Support System - CASS
– Multiline-OCR Accuracy Support System – MASS
• Measure of software accuracy by the USPS
• What CASS does to the mail file -
1. Splits into address elements
• Delivery address, City, State, ZIP Code
2. Standardizes Elements
• ST, AVE, BLDG, APT
3. Adjusts minor changes
• Maine to Main St - unless MAINE St also exists
4. Matches to the USPS AMSII database
• House Number range matching
5. Appends the preliminary Delivery Point Barcode data
15

USPS Requirements – CASS
• What CASS does NOT do to the mail file –
– Compare Individual Name to Address
• CASS Certified Software never looks at individual’s names, but does look at firm names
– Add street numbers, apartment or suite numbers
– Change Non-US address data
• Canadian “CASS type” software and/or International ti Address correction software is available
– Presort a list for postal discounts - a different software program does Presorting
– Does not indicate if the address actually exists!!
16

USPS Requirements – DPV
• Delivery Point Validation - DPV
• Address run through CASS first to append ZIP+4 Code
• Does not update or change any address elements
• Currently only Primary validation is required to get a barcode discount
• What does DPV do to the mail file -
1. Validates the deliverability – Is the building actually physically there
• Primary Validation: Street Name, house number, directional
• Secondary Validation: Apartment number or Suite, FL, Bldg, etc.
2. Address cannot receive automation discounts
101 109 111 121
17

USPS Requirements – LACS
• Locatable Address Conversion System - LACS
• Runs at the same time as CASS
• What does LACS do to the mail file -
1. Corrects addresses changed by local communities due to 9-1-1
renumbering and other changes
2. Includes street name changes, PO Box changes
3. USPS only delivers mail with the old addresses for 1 year
RR 1
Countryside Rd
18375 18383 18395
18

USPS Requirements – Suite
• Contains suite numbers for business
addresses in some high-rise buildings
– Targets high-rise h i addresses with high-volumeh • Runs at the same time as CASS
• Must use the ZIP+4 ® Code associated a with
the new address
• MLOCR processing requires additional line
sprayed above the barcode
– Windows must be at least 5/8" from bottom OE
• What does Suite do to the mail file -
1. Identifies and makes available suite
information
2. Mail owners option to print on mailpiece
19

USPS Requirements – DSF 2
• Delivery Sequence File - DSF 2
– Required only for Standard Mail Enhanced Carrier Route Mailings
• Saturation
• High Density
• Can be beneficial for exact house number verification
– Business versus residential
– Seasonal address
– Vacant for more than 90 days
• USPS Licensed Product
– RMS uses partner for appending
• What does DSF 2 do to the mail file -
1. Adds required walk sequence information to the mail file
20

USPS Requirements – Move Update
• All discounted First-Class Mail and all Standard Mail mailings must
comply with the USPS Move Update Requirements
– Exception:
• Full rate single piece First-Class Mail
• Alternative Address
• Customer Initiated Request
• Requirement –
– Use of an USPS Authorized Move Update Method
• Nonapproved or Client internal methods do not meet USPS requirements
– Meets standard by “updating” not by doing method
– Updated addresses on mailpieces at one class of mail are qualified to be used
for other classes during current Move Update cycle
– Updates must be within 95 days prior to the date of mailing
21

CASS is NOT Move Update
• CASS/DPV/LACS determines the physical address - ZIP+4 Code
• Move Update identifies who has moved
75318-6420
22

Move Update - Alternative Address Formats
• Meets the USPS Move Update Requirements
• USPS delivers the mail to the ADDRESS not the person
• Exceptional Address Format
– Full name "or current resident"
– Full address
• Occupant Address Format
– No customer name
• Occupant, Postal Customer, Householder or Resident
– Full address
• Simplified
– No customer name or address
• City, State t ZIP Optional
Jane Doe or Current Resident
456 Crystal Cove
Calico, AR 72519-9617
Occupant
456 Crystal Cove
Calico, AR 72519-9617
9617
Postal Customer
Calico, AR 72519
– Rural Routes, box holders, official (government) matter, saturation flats
– City Routes: Every Door Direct Mail program only
– Must be 100% distribution
ib ti
23

Move Update - Customer Initiated Request
• Customer Initiated Request
– Initiated directly by the customer
– Eligible for first cycle discounts - 95 days
– After 95 days - must tdo updates
• Lists obtained from other sources
– Unless Move Updated prior release - Not eligible for discounts until move
updates are performed
– Lists obtained from other sources must document appropriate Move Updates
24

Move Update – USPS Approved Methods
• Pre-Mailing
– NCOAProcessing
– FASTforward or Mail Processing Equipment (MPE) MLOCR Processing
• Post-Mailing
– Address Correction - Manual
– Traditional ACS - POSTNET or IMb
– OneCode ACS – IMb
– Full-Service ACS - IMb
– Appropriate Ancillary Service Endorsement - ASE
• Alternative Methods - First-Class Mail Only
– Legal Restraint
– 99% rule
25

Move Update – NCOA
• National Change of Address - NCOA
– Computer address list processing service
– USPS NCOA licensed product
• RMS has a Limited Service license - 18 months of data
• Partners when a Full Service license is requested – 48 months of data
• What does NCOA do to the mail file -
1. Updates addresses of people who have moved
• Only if they have submitted a form to the USPS
• Specific c matching is made to the name/address
ess
2. Returns a Processing Summary Report
• CASS/DPV/LACS address
• Moved address
• Return Codes when no new address provided
• ZIP+4, delivery point code, carrier route code
• Does NOT return Nixie match information
– Nondeliverable NOT due to a move
26

Move Update – NCOA
• NCOA returns a record that has three basic segments:
101 Brite St
Sunny, Calif 90321
101 BRIGHT BLVD
SUNNY, CA 90321‐5687
815 DRIZZLE DR
RAINY, WA 98111‐8655
8655
File Address
Input address after
CASS/DPV/ LACS
Moved address with
CASS/DPV/ LACS
NCOA captures approximately 75% of the moves
Most of our Clients use this method for compliance
27

Move Update –NCOA Documents
• Used when RMS performs NCOA
• Required Text Document
– 3 page informational document
– Required to be sent to client as basic
information
• Processing Acknowledgement
Form - PAF
– Client signs yearly
– Added to RMS PAF Database
• RMS Provides Processing
Summary Report
28

Move Update – FASTforward & MPE MLOCR
• Mailpiece Processing Equipment (MPE) system will replace
FASTforward this year
• On the mailpiece correction
• Data is now available through the USPS
• Offered through presort bureaus or in-house
• Envelope design considerations
– Window must be no lower than 5/8" from bottom
ABC Company
123 Main St
Anytown, ST 12345
Mr. M. Ployee
815 Olde Street
OldCity, ST 98765‐4321
COA AA 147 101 NEW ST 54321
29

Move Update – Manual Address Correction Service
• Manual system
• Requires Ancillary Service Endorsements
– Letter carrier identifies the address correction
• What does it return?
– Physical mail piece or Form 3547
– New address or reason for non-delivery attached
– No electronic data
• Client must key in the data to be used
electronically
• Most expensive: $0.50 per address
Post-Mailing Service –
• Provides COA and Nixie information for
undeliverable mailpieces
• Mailers do not receive a discount on the first mailing
• Data must be used to update the address before the
next mailing, within 95 days, to obtain discounts on
that next mailing
• Cannot be used for RENTED lists since it would not
apply to the first mailing
30

Move Update – Traditional ACS
• Address Change Service - ACS
• Electronic method returns new address
• Client applies with USPS, FREE
• Cost for the data returned
• Must image the USPS participant code
• Should have the Mailer’s Keyline
– Must have a Keyline to receive Nixies
• Requires Tap Test on all 4 sides
ACS Participant Code
ACS Mailer's Keyline
(both start with #, keyline also
ends with #)
#ACSCODE **ECRLOT **C001
#1234 5678 9012 2JSK#
Mary Mover
8797 New House St
Subdivision, SC 21498‐6130
!214986130970!
31

Move Update – OneCode ACS & IMb Full-Service ACS
• Both OneCode ACS and IMb Full-Service ACS provide Address
Change Service
• Electronic method returns new address & Nixie information
• Client applies with USPS
• ACS must be indicated in the Service Type (STID) Code portion of the
IMb - Service Type ID specifies the use of each type of service
– Static
• Same barcode/service on every reply piece
– Variable
• Control the use of ACS through changes to the Service Type ID AND the printed
Ancillary Service Endorsements
• Appropriate Ancillary Service Endorsement
32

Move Update – OneCode ACS & IMb Full-Service ACS
• STID indicates the Ancillary Service Endorsement
– Handling of the mailpiece
• Address Service Requested
• Change Service Requested
• Mailer's profile with the USPS indicates the data distribution
– Type of data files
– Receiver of the data
Basic Basic
option w/o option w/
IMb IMb
Full-
Service
w/o IMb
Full-
Service w/
IMb
Non-auto
w/o IMb
Tracing
Non-auto w/
IMb Tracing
Class of Mail Address Correction Option
Standard Mail No Address Corrections 301 311 261 271 301 311
Manual Corrections * 702 042 037 043 702 042
Traditional ACS – ASR * 090 142 091 143 090 142
Traditional ACS – CSR * 092 242 093 243 092 242
OneCode ACS – ASR * 090 142 090 142
OneCode ACS – CSR * 092 242 092 242
Full-Service ACS – ASR * 091 143
Full-Service ACS – CSR * 093 243
33

Move Update – Ancillary Service Endorsement
• Ancillary Service Endorsement - ASE
• Printed on the mailpiece
– Instructs t the Postal Service on how to handle the physical mailpiece:
i
forwarded, returned-to-sender, or disposed
– Request to receive address corrections for any undeliverable-as-
addressed (UAA) mailpieces
• May be variable within a mailing
– Changing with changes in the IMb STID
Only ones
allowed for
electronic data
Address Service Requested
Change Service Requested
Electronic Service Requested
Return Service Requested
Temp‐Return Service Requested
Forwarding Service Requested
34

Move Update – USPS Verification
• Signature on the Postage Statement by either the Mail Owner or
Mail Agent certifies compliance
• Postage Statements revised to indicate Move Update method
X
• Mailers must record Move Update method
– Must be entered into the Mail.dat file
• USPS can request substantiation of Move Update compliance
35

Move Update - Reports
• Mailing Information
• Detailed MERLIN
Information
• Summary Move Update
Information
• Detailed Piece
Information
• Will only verify the
– 95 days to 18 months
36

Move Update - Verification
• Verifications being performed at sites with MERLIN Equipment
– Performance Based Verification – PBV
• USPS Intelligent Verification model
• Prompts Clerks to Perform Verification
• Threshold
– Past Verification History of Mailer
– Verification labor costs
– Estimated Cost Avoidance or Additional Postage Collected
– Must be more than 5 errors before mailing is assessed
– Passing score requires over 75% of the COA’s must be updated
• Assessments from PBV
– Difference between passing grade (75%) and actual score
– $0.07 per assessed piece
– Both First-Class Mail and Standard Mail
• Current Appeal Process Applies
37

Move Update - Audits
• USPS Inspection Service
• Performed by Local USPS during any audit
• Independent from MERLIN Performance Based Verification
• MERLIN percentages and fee assessment do not apply
• Fee assessment based on findings
– May affect the entire mailing
38

Move Update – RRD Move Update Form
• Clients must certify they have
met the requirement
• Client submits signed copy of
RRD Move Update Compliance
Form
• RMS keeps copy on the RMS
database for one year
• Must be signed annually
• Used when RMS does NOT
perform NCOA
39

Move Update - RMS Move Update Database
• Move Update Compliance
• Copy on the RMS database for
one year
• Notification 60 days prior to
expiration
• Allows time for forms to be
resigned
40

Mail Sortation
• Computer Sortation - Mailsort
– Presort Accuracy Validation and Evaluation - PAVE
– Creates multiple mailings
– Depends on quantity per destination
– Sequences the file for mail preparation
– Mail is produced in sort sequence
– Produces USPS reports
• Mechanical Sortation
– MLOCR and Barcode Sorter
– Mail is physically sorted by machines
– By presort bureaus
41

Mail Sortation – Information Required
• Class of Mail
• Category
• Attributes
– Size
• Addressing
• Barcode Information
• IMb Information for Mail.dat files
• Postage payment method
• Nonstandard surcharge
• Manifesting
• Batching
• Special handling
• Optional procedures
• Point of Entry
Changes to any of these items requires the mailsort program to be rerun
42

Mail Sortation – Attributes
• Attribute is the size of the mailpiece
– length, height, thickness, weight
• Attributes determine the mail preparation
– Tray Size
– Number of pieces per tray/sack/bundles
– Tray or sack tags
– Number of trays/bundles per pallet
– Which trays go on which pallets
• Any change in the attribute
– Changes to mail sort program
– Changes to mail preparation
43

Mail Postal Sortation
Coding
Address Quality
CASS/DPV/LACS
Sorting
Quantity per destination
PAVE
Mail
File
Automation
barcoded with ZIP+4 DP
Nonautomation
Carrier Route
5-Digit - 150 or more
3-Digit - 150 or more
AADC/Mixed AADC
Presort
5-digit it verified ZIP Codes
Single Piece
Invalids
44

Mail Postal Sortation - Distribution Density
AADC
Automated Area
Distribution Centers
After sorting to the first 3 digits,
all remaining mailpieces are
sorted to Automated Area
Distribution Centers (AADCs),
which are areas that serve
several 3-digit ZIP Codes in one
area of the country. If you do not
have enough mailpieces to fill a
tray for the same AADC presort
area, use mixed AADC sortation.
Mixed AADC
Mixed Automated
Area Distribution
Centers
After sorting to AADCs, all
remaining i mailpieces i are
sorted to the mixed AADC
level. Mixed AADC presort
includes mail that is sent to
all parts of the country.
45

Mail Postal Sortation - Letter Mail Quantity
• Distribution Density is the number of pieces that go to a specific location
• One of the determinations of the postage price
Letter Mail
MAILING
MINIMUM
First-Class
Standard
Mail
500 200 or 50 lbs
CRRT Basic NA 10
5-Digit 150 150
3-Digit 150 150
AADC 150 150
MAADC 0 0
46

Mail Sortation - Enhanced Carrier Route Density
• ECRLOT – Basic
– Letter - Minimum 10 pieces per carrier route
– Flat - Minimum 10 pieces per carrier route
• ECRWSH – High Density
– Minimum 125 pieces per carrier route
• ECRWSS – Saturation
– 90% or more of the active residential addresses
– 75% or more of the total number of active possible delivery addresses on each
carrier route – residential & business
– Simplified Addressing requires 100% saturation
47

Mail.dat
• A database of multiple files that is created in mailsort
• Contains information about the mailing
– Mailpiece attributes
– Container information
– IMb information
– Does NOT have names and addresses
• Used by the USPS, OneSite and other vendors
– Used to generate the Postage Statements and other reports
• Updated through Monticello and Dynamail
48

Mail.dat Data Information
Job Specific
• IMb Option – Basic or Full-Service
• Client's Mailer ID (MID) or Customer Registration ID (CRID)
• Nonprofit Authorization Number
• CASS/DPV/LACs Dates
• Move Update Information
• Mailing Characteristic
– Content, Incentive program, Additional Fees
Facility Specific
• Facility Address
• Facility CRID
49

Monticello & Dynamail
• Post Mailsort programs
• Determines drop shipment
– Which pallets to NDC or SCF
• Entry planning is determined based on overall savings
• Considers freight and postage when determining entry points
• Adjusts Mail.dat file
– Split into separate mail drops
• Creates the tray and pallet tags
– Assigns uniqueness for Full-Service IMb
50

Monticello
The Backbone to our Postal Optimization Process
– MAILdb — for working with Mail.dat files
– POSTAGEdb — for generating USPS Postage Statements
– ENTRYdb — for optimizing entry point assignments
– MAILdb Robot — for automating MAILdb processing steps
• Import, validate, view, edit, report and export information in Mail.dat format
• Enabling quick response for postal estimates and customized client postal requests
51

Dynamail
Shipping efficiencies with dynamic “same-load” plans for all mail
• Payment – RRD DSMS Program
• Mail verification
• Mail.dat transmission
• Qualification reports
• In-home delivery schedule
52

RMS Standards
Unless the Client specifies, RMS Standards
• CASS/DPV/LACs
– Reject Invalid or "undeliverable" " addresses
– Reject Foreign Addresses
– Keep US Territory and Military addresses
– Keep records with no name
• NCOA
– Reject Foreign Moves
– Reject "Moved Left No Address" and "PO Box Closed"
• Merge/Purge
– Reject duplicates
• Mailsort
– NOT print or mail rejected addresses
53

RMS List Processing Steps
1. List Conversion
2. List Processing
– CASS / DPV / LACS / Suite
3. Data/File Suppression
– Prison & DMA Do Not Mail
4. NCOA
5. Merge/Purge
6. Mail Postal Sortation
7. Mail.dat Creation
8. Monticello & Dynamail
54

Impact
• Liability
– Undocumented Move Update
• Mailpiece Design
– Incorrect Ancillary Service Endorsement may cause additional return costs
• Mailsort
– Incorrect IMb barcode data
• Loss of Full-Service Discounts
• Loss of automation discounts
• Loss of additional services
– Incorrect attributes
• Mail preparation problems
• Acceptance and Verification rejections
55

Impact - Address Quality
Address
Level
Example
Comments
Postage
Prices
☺
Delivery Point
Dr
Dr Reese
301 S College St
Mountain Home, AR 72563-3990
All needed
address elements
Automation
Prices
5-Digit ZIP
Confirmed
Dr Reese
301 College St
Mountain Home, AR 72563
Note: you cannot visually tell that this is an
incomplete address
Directional is
missing, but
address (whether
North or South) is
in the ZIP Code.
Presort Prices
Nonverified
Dr Reese
3001 College St
Mountain Home, AR 72563
Note: you cannot visually tell that this is an
incorrect address
House number
range does not
exist in that ZIP
for either North or
South College St.
Full Price
First-Class Only
Invalid Dr Reese
Dentist Office
Mountain Home, AR 92563
Address
elements missing
Full Price
First-Class Only
or Not Mailed
56

Training Objective
• List Preparation & Processing
– Conversion
– Merge/Purge
– Data/File Suppression
– Geocoding
– Congressional Lookup
• USPS Requirements
– CASS
– DPV
– LACS
– SuiteLink
• Move Update
– NCOA
57

Training Objective
• Mailsortation
– Distribution Density
– Enhanced Carrier Route
• Mail.dat
• Post Mailsort Programs
– Monticello
– Dynamail
• RMS Standards
• Impact
– Data
– Attributes
– Address Quality
58

RMS Postal Workout Exercise
RR Donnelley has won the Pillar Bank Customer Cross Sell
Insurance program for 1mm pieces
Package consists of a 2/1 #10 Closed Faced OE, 1 page
2/1 ProteusJet Duplexed Letter w/ Lift Note - New Account
Incentive Coupon
Mailing as Standard Mail with Full Service IMb and Free
IMb Full-Service ACS
59

RMS Postal Workout Exercise
What would you do next?
60

RMS Postal Workout Exercise
• Client provided their mail file already List Processed by
an outside vendor
• Reviewing the barcode you discover that the file has not
been processed correctly
• The STID codes in the IMb represent Basic IMb
• You advise the client that they must decide on which
barcode they would like to use:
– Full-Service IMb with Free IMb Full-Service ACS
– Basic IMb
61

RMS Postal Workout Exercise
• To keep the Free IMb Full-Service ACS, Pillar Bank
decides they want Full-Service IMb and requests RMS
rerun the mailsort and correct the STID code
– Pillar Bank receives Free IMb Full-Service ACS data
and can now update their database
• Traditional ACS service can cost up to $0.20/pc
depending on services
– Retains their IMb Full-Service Discount
• Discounted at $0.001/pc
– RMS receives List Processing charges
62

RMS Postal Workout Exercise
Kingston Animal Society is in the process of mailing their
Annual Newsletter and Membership Renewal program for
1mm pieces
Package consists of a 8 ½ x 8 ½ Closed Faced 2/1 OE,
3 page 2/1 Imaged Duplexed Letter w/ Inserted Newsletter
provided by KAS and Bangtail BRE
Mailing as Standard Mail - Nonprofit with Full Service IMb
63

RMS Postal Workout Exercise
What would you do next?
64

RMS Postal Workout Exercise
• Client provided their mail file already List Processed by
an outside vendor
• Using the RMS checklist, you determine the size and
thickness of the KAS supplied Newsletter is larger than
planned/listed
• You advise KAS that the mail file will need to be
reprocessed
• Correcting the
• Mailpiece Attributes
• Mail Preparation
• Mail.dat
65

RMS Postal Workout Exercise
• KAS requests RMS rerun the mailsort and correct the data
– KAS retains their Full-Service IMb discounts
• Preserving their $8,280 in discounts
– Mailing can be accepted and verified by the USPS
• Mail preparation matches the Mail.dat
– RMS receives List Processing charges
66

To Complete the
RMS Postal Workout #7
Postal Software
Data & List Processing
Please access and complete
the On-line Achievement
Certification Quiz
Thank You !
67