PCC Day. How to Save Your Discounts by Keeping Score... Full Service. September 10, 2014

Transcription

1 PCC Day How to Save Your Discounts by Keeping Score... Full Service September 10, 2014 Presented by: Paula Stoskopf Fairrington Steve Krejcik PB Presort Services

2 Today s Agenda Timelines Invoicing Mailer Scorecard Investigating Issues Mail Owner Reports Mail Quality Reports 2

3 ABC Company PAYMENT METHOD Permit Common Full-Service Terminology CUSTOMER IDENTIFICATIO N CRID MAILER IDENTIFICATIO N MID Permit Permit Permit - permission to use a certain postage payment method for bulk and commercial mailings. For commercial mailings, an annual fee applies. There can only be one CRID for each physical business location. However, there can be multiple Permits and MIDs associated to the one CRID. CRID - unique ID number used by USPS to identify a customer s physical business location (address). MID MID - A six- or nine-digit number the USPS assigns to a Mail Owner or Mail Service Provider based on calendar-year mail volume 3

4 November 2014 Non-Profit Timeline PostalOne will use MID, CRID or Permit to validate Non-Profit Status in edoc April 2015 Every Non-Profit mail owner will be validated through edoc regardless of volume USPS Will no longer accept hard copy non-profit validation reports 4

5 Full Service Timeline 5

6 Mail Entry Roadmap The Mail Entry Roadmap describes the Postal Service's key initiatives to streamline the acceptance, induction, and verification of commercial mailings: Full-Service Intelligent Mail, einduction, and Seamless Acceptance.

7 Rapid Information Bulletin Board System (RIBBS) 7

8 Mail Entry Roadmap: Timeline Hyperlink to Mail Entry Roadmap: es/mail%20entryroadmapdraft.pdf 8

9 RIBBS / Intelligent Mail Services / Education 9

10 January 2015 Full Service Invoicing edoc evaluation based on monthly average Not individual mailings January invoice will be for December 2014 performance Postage adjustments only occur if a particular error is over the threshold Number of pieces in error over threshold times $.003 for first class $.001 for standard class A piece will only be charged for a single error Example: 1,000,000 pieces mailed in the month with 6% error, threshold is 5%. 10,000 pieces in error times $.003 = $30.00 Additional postage due 10

11 Invoicing for Full-Service errors will be activated in January 2015 Verification Checks that Threshold Service Type ID Unique Piece Barcode (IMb), Tray Barcode (IMtb), and Container Barcode (IMcb) STID is appropriate for the class of mail and service level of the mailpiece Mailer ID MID is valid 2% Co-Palletization Are across all mailings for 45 days, excluding some small mailings Exception: mailings with < 10,000 pieces can use the same serial number, if postage is affixed to each piece at the same price or the pieces are of identical weight and separated by price Mailings have an edoc submitted by both the origin facility and consolidator to describe the movement of trays and sacks Entry Facility Location listed in the edoc is valid 5% By/For Information includes appropriate Mail Owner and Mailing Agent identification Exception: By Mail Owner, mailings with <5,000 pieces are not required to perform the By/For association Mailers will be expected to be below thresholds before activation 2% 2% 5% 5%

12 Postage adjustments based on monthly average Full Service Invoice Generation Timeline January, 2015 All postage adjustments will be performed at the edoc Submitter CRID level Mailers will have 10 days to review the invoice and all mail preparation errors: During this period of time, mailers can elect to dispute errors If contested, invoice will be placed in a dispute queue report made available externally Mailers should monitor Scorecard daily to avoid month end surprises 10 Days 10 Days 5 Days 3 Days End of Invoicing Period (Month End) Invoice Generation Pay/Dispute Update/Reject/ Invoice Close Dispute VAE BMS Reviewer Verification Assessment Evaluator If unpaid, invoice will be marked as overdue Pay Invoice VAE 12

13 Mailer Scorecard Hyperlinks to Mailer Scorecard and Mail Quality Reports are located in the first section of Mailing Reports 13

14 How to Access Mailer Scorecard Users have the option to choose I m an edoc submitter or I m a Mail Owner or Mail Preparer from the launch page, which takes them to the prompt page of the scorecard selected If the user selects the edoc submitter option, the breakdown of metrics by CRID use for the submission of edoc. If the user selects Mail Owner option, the metrics are filtered by mail owner and mail preparer. 14

15 Mailer Scorecard: CRID Prompts Mailer Scorecards may only be viewed according to a single calendar month CRID search function 15 edoc Submitter CRID prompt An edoc Submitter CRID prompt has been added to the Mailer Scorecard, which will display edoc Submitter CRIDs associated to a user s account. Multiple CRIDs may be selected for viewing in the same Mailer Scorecard. For each CRID, first select it in the left pane and the click on the button to add the CRID before running the complete report. If you wish to select all CRIDs available, simply click on the button.

16 Mailer Scorecard: Profile Tab Mailer Profile, New Percentage Metrics The new Mailer Scorecard has 4 tabs for which updates will now be discussed: Mailer Profile Electronic Verification einduction Seamless To begin, the Mailer Profile perspective of the Mailer Scorecard provides a dashboard overview of the types of mailings submitted by a mailer. New percentage metrics have been added to the % Metrics view and enabled by default on the % Trending view from the Mailer Profile perspective of the Mailer Scorecard. New Percentage Metrics % Full-Service Pieces % Full-Service Jobs % Non Full-Service Pieces % Non Full-Service Jobs 16

17 Full-Service Tab Renamed Electronic Verification Made up of 5 components 1. Volume Information: Provides the count of container, handling units, and pieces that were provided in edoc and included in the verification results on this tab. 2. Full-Service Verifications: These verifications compare the edoc against the Full-Service preparation requirements for Full-Service mailings. 3. Move-Update Validation: This validation will replace the MERLIN Move-Update verification for mailers providing more than 75% of their volume as Full-Service. 4. Entry Point Validations: This validation checks the correctness of the USPS entry facility in the edoc for mailers providing more than 75% of their volume as Full-Service. 5. edoc Nesting/Sortation Validations: This validation checks the presort in the edoc against labeling lists and presort rules for mailers providing more than 75% of their volume as Full-Service. Discuss the scorecard with your mailers 17

18 Full-Service Electronic Verification Tab 1. Volume Information: Provides the count of container, handling units, and pieces that were provided in edoc and included in the verification results on this tab. 18

19 Full-Service Electronic Verification Tab 2. Full-Service Verifications: These verifications compare the edoc against the Full-Service preparation requirements for Full-Service mailings. edoc Verifications performed on: Valid MID Mailer ID Correct STID Service Type ID By/For Mail Owner/ Preparer identified Error Thresholds are: MID 2% STID 2% By/For 5% (unless customized) OCT 2014 Review only Postage Assessment based Full-Service Verifications 19

20 Full-Service Electronic Verification Tab 2. Full-Service Verifications continued edoc Verifications performed on: Barcode Uniqueness Correct Entry Facility Unlinked Copal Error Thresholds are: Barcode Uniqueness 2% Entry Facility 2% Unlinked Copal 5% 20

21 Full-Service Electronic Verification Tab 2. Full-Service Verifications continued For Review Only Oct 2014 Additional postage due will display. Reflects the postage assessment calculations (invoice) $ amount reflects the removal of the Full-Service discount only for pieces that exceeded one or more of the thresholds Example: STID threshold is 2% Calendar month ends and scorecard closes with a STID error percentage of 3% Additional postage due is calculated by removing the Full-Service discount on the 1% above the threshold Jan 2015 Additional postage due amounts will be payable 21

22 Full-Service Electronic Verification Tab 2. Full-Service Verifications continued Warnings shown for: Early Scheduled Ship Date Default Tray Barcode Count shown for: DMU Verified USPS Transported Containers 22

23 Full-Service Electronic Verification Tab 3. Move-Update Validation: This validation will replace the MERLIN Move- Update verification for mailers providing more than 75% of their volume as Full-Service. Error if a Change-of-Address was on file between 95 days and 18 months before the date of the mailing. August 2014 Changes for mailers with 75% or more Full-Service Comparison of Mail Processing scans to the address information listed for the piece in the edoc to measure Move Update quality Compliance calculated, over a calendar month by CRID, rather than by Job Current threshold is 0.8% 23

24 Full-Service Electronic Verification Tab 3. Move-Update Validation Continued FUTURE Move Update Changes:. January 2015 For Review only, Error Postage Reconciliation for Move-Update errors will be displayed on scorecard April 2015 Error Postage Reconciliation for Move-Update errors - Payable 24

25 Full-Service Electronic Verification Tab 4. Entry Point Validations: This validation checks the correctness of the USPS entry facility in the edoc for mailers providing more than 75% of their volume as Full-Service. August 2014 Changes for mailers with 75% or more Full-Service Entry Point validated to determine: Entry location in edoc is valid for destination ZIP and destination entry discount in FAST Mail Direction File (MDF) Entry location in FAST MDF and active on the Postage Statement Mailing Date Nov 2014: Mail entry (Induction) date will be used instead of Postage Statement mailing date 25

26 Full-Service Electronic Verification Tab 5. edoc Nesting/Sortation Validations: This validation checks the presort in the edoc against labeling lists and presort rules for mailers providing more than 75% of their volume as Full- Service. Presort currently verified through a manual or MERLIN verification August 2014 Changes for mailers with 75% or more Full-Service Presort validated in edoc. Results will be displayed on Mailer Scorecard under Nesting/Sortation validation 26

27 Full-Service Electronic Verification Tab 5. edoc Nesting/Sortation Validations Continued edoc Nesting/Sortation Container errors is a summation of: Labeling List Container Errors Entry Facility Container Errors CSA Container Validations performed on edoc: Correct container preparation Active labeling list used Entry Facility valid Container prepared per Customer Service Agreement (CSA) 27

28 Full-Service Electronic Verification Tab 5. edoc Nesting/Sortation Validations Continued Validations performed on edoc: Active labeling list used Rate category eligibility HU Destination ZIP Code and CIN Depth of sort & min piece count Overflow rules followed Entry Facility valid edoc Nesting/Sortation Handling Unit (HU) errors is a summation of: Labeling List HU Errors Rate Category HU Errors Destination ZIP Code HU Errors CIN Code HU Errors Depth of Sort HU Errors Minimum piece count/weigh HU Errors Overflow HU Errors edoc Entry Facility Handling Unit Errors

29 Full-Service Electronic Verification Tab 5. edoc Nesting/Sortation Validations Continued edoc Nesting/Sortation Piece errors is a summation of: Labeling List Piece Errors Rate Category Piece Errors Depth of Sort Piece Errors Validations performed on edoc: Active labeling list used Rate category eligibility Depth of sort & min piece count

30 Quality Trending Electronic Verification, Section 4 30

31 Mailer Scorecard Enhancements Threshold Displays Error Thresholds What are error thresholds? Error thresholds for Full Service, einduction and Seamless aid in identifying mailer issues and potential mailer issues When a mailer exceeds a given threshold, an invoice will be issued for that error metric USPS will also work with mailers to identify and highlight metrics for which a mailer is in danger of exceeding a given threshold How are error thresholds determined? Custom thresholds can be set only for By/For Errors All other error thresholds are static thresholds Reminder: Whenever a mailer exceeds a threshold, it displays on the Mailer Scorecard highlighted in yellow.

32 Mailer Scorecard Enhancements (cont.) Threshold Displays The Mailer Scorecard will display custom By/For thresholds per CRID in the View Thresholds page. For By/For thresholds, the Mailer Scorecard is updated to use a threshold where the month selected is between effective start date and effective discontinue date for the specific threshold, using last day of the month. The CRID selector dropdown on the View Thresholds page allows toggling between the thresholds for different CRIDs. CRID selector 32

33 Mailer Scorecard Enhancements (cont.) Electronic Verification, Updates Made (cont d) The following screenshots highlight many of the Electronic Verification Updates discussed on the previous slide, on both the # Metrics and % Metrics views: Renamed Full-Service to Electronic Verification Combined EPV with Full-Service perspective #/%OCI Errors/Warnings have been changed to #/% Unlinked Copal Errors/Warnings COA Errors have been moved from the Seamless to the Electronic Verification tab and only appears if the Full Service Volume is greater than 75% 33 Mailer Profile Electronic Verification einduction Seamless New metrics for edoc Nesting/Sortation Errors have been added on the Electronic Verification perspective in the #/% Metrics and Trending tabs

34 Mailer Scorecard: The Right Click Job Drills (cont d) In addition, a drill to the Barcode Scan Rate Report has been added. 34

35 Investigating Full-Service Issue: STID Errors 35

36 Drill Down Reports View Error Details by Error Type Mail Quality Job Error Type 36

37 Mail Quality Detailed Error Report 37

38 Accessing Mail Owner Reports In the BCG, select Mailer Scorecard 38

39 Accessing Mail Owner & Mail Preparer Reports Select the I m a Mail Owner or Mail Preparer option 39

40 Mail Owner Scorecard Enhancements CRID Prompts The following CRID Prompt updates have been made to the Mail Owner Scorecard: Preparer CRID prompt is added to Mail Owner Scorecard Owner CRID prompt description update: "Please select from the list of Mail Owner CRIDs. This list is limited to only those CRIDs that have been used as a Mail Owner in electronic documentation in the past." Preparer CRID Prompt Update: "Please select from the list of Mail Preparer CRIDs. This list is limited to only those CRIDs that have been used as a Mail Preparer in electronic documentation in the past." Owner CRID Prompt Preparer CRID Prompt 40

41 Mail Owner Scorecard Enhancements (cont.) Exceeds Threshold and View Thresholds All exceeds threshold formatting ( yellow highlighting) has been removed from Mail Owner Scorecard. The View Thresholds button has also been removed. Exceeds Threshold Formatting Removed View Thresholds Button Removed 41

42 Mail Owner Scorecard Enhancements (cont.) Job Drills The following Job Drills have been created; the drills include all metrics from the Mail Owner Scorecard with exception of Mailer Profile Panel and Extra einduction Containers: Mail Owner Scorecard Job Details (All) Mail Owner Scorecard Job Details (Electronic Verification) Mail Owner Scorecard Job Details (einduction) Mail Owner Scorecard Job Details (Seamless) )currently hidden) In addition, a drill down option has been added, allowing drilling to the Mail Quality Error Type Report (Owner & Preparer) from the Mail Owner Scorecard via the View Error Details by Error Type option. This drill passes the selected Mail Preparer & Mail Owner combination. 42

43 Mail Owner Scorecard Enhancements (cont.) New Mailer Profile Perspective The Mail Owner Scorecard now includes a new Mailer Profile perspective including # Metrics, # Trending, % Metrics, and % Trending toggling functionality. # Metrics View Example 43 % Metrics View Example

44 Mail Owner Scorecard Enhancements (cont.) New einduction and Seamless Perspectives A new perspective for einduction has been added to the Mail Owner Scorecard, including the # Metrics, # Trending, % Metrics, and % Trending toggling functionality. # Metrics View Example % Metrics View Example Seamless Tab Removed Seamless Tab Removed Note: The Seamless tab on the Mail Owner Scorecard is currently hidden and all Seamless data on Mail Quality Mail Owner/Mail Owner and Preparer reports is filtered out of the reports. The Mail Owner view of Seamless Acceptance verifications will be activated at a later date. 44

45 Mail Quality Reports Hyperlink to Mail Quality Reports is located in the first section of Mailing Reports 45

46 Mail Quality Folders 46

47 Mail Quality: New Reports View Errors by Error Type (MP and MO) Report Mail Quality Job Error Type Report Mail Quality Detailed Error Type Report MID Usage Report 47

48 Mail Quality Report Enhancements Mail Quality Job/Detailed Error Reports Updates have been made to the Mail Quality Job Error Type Report and Mail Quality Detailed Error Report (edoc Submitter, Mail Owner & Preparer) to make the User License Code optional (Job ID is required) when choosing the Job ID & User License Code prompt option. 48

49 Mail Quality Report Enhancements (cont.) Mail Quality Detailed Error Report An Error/Warning Indicator page has been added to the Mail Quality Detailed Error Report (edoc Submitter, Mail Owner & Preparer) 49

50 Mail Quality Report Enhancements: Mail Quality Job Error Type Report (Mail Owner & Preparer) A new report has been created, called the Mail Quality Job Error Type Report (Mail Owner & Preparer) and is drillable from the Mail Quality Error Type Report (Mail Owner & Preparer). This report is also available as a standalone report with the Job Identifier prompt. 50

51 Mail Quality Report Enhancements: Mail Quality Detailed Error Type Report A new report has been created, called the Mail Quality Detailed Error Report (Mail Owner & Preparer) and is drillable from the Mail Quality Error Type Report (Mail Owner & Preparer). This report is also available as a standalone report with the Job Identifier prompt. 51

52 Mail Quality Report Enhancements: MID Usage Report MID Usage Report (Mail Owner) A new report has been created in the Mail Quality folder, called the MID Usage Report (Mail Owner) and is drillable from the Undoc Detailed Report. This report is currently hidden. 52

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