AIM Cap Metro. June 28, 2018

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1 AIM Cap Metro June 28,

2 Agenda Enterprise Payment System (EPS) Streamlined Acceptance Seamless Package Platform MQD - IV Informed Delivery Mailing & Shipping Solutions Center 2

3 $628M Revenue $54K Mobile Deposits ENTERPRISE PAYMENT 25,491 Migrated PO Boxes 590 CRIDs Migrated PRODUCTS & SERVICES TIMELINE CREATE YOUR ACCOUNT FUND YOUR ACCOUNT LINK YOUR PERMITS ACCESS DATA & REPORTS 3

F U T U R E P R O D U C T S / S E R V I C E S E N A B L E D P R O D U C T S / S E R V I C E S

Products + Services AFTER ACH Debit PO Boxes Post Office PO Boxes Address Quality Services NCSC

Commercial Shipping Products CAPS ACH Debit Commercial Shipping Products Trust Account Express Mail

4 F U T U R E P R O D U C T S / S E R V I C E S E N A B L E D P R O D U C T S / S E R V I C E S Commercial Products + Services BEFORE EPS Products & Services Post Office CAPS ACH Debit Commercial Products + Services AFTER ACH Debit PO Boxes Post Office PO Boxes Address Quality Services NCSC CAPS Address Quality Services Stamps/ Packaging NCMS Stamps/ Packaging Enterprise Payment System Commercial Shipping Products CAPS ACH Debit Commercial Shipping Products Trust Account Express Mail Corporate Accounts Post Office CAPS ACH Debit Trust Account Express Mail Corporate Accounts FedWire ACH Credit 4

5 EPS Timeline 09/16 System Launch/ PO Boxes 07/17 ACS 5/1/18 Mailer/ shipper can deposit to trust using mobile 10/17 Commercial Mail/PO! R /30/18 EPS added as payment method for USPS Returns R3.3 5/20/18 Online Permit Creation integrated for EPS ACH Debit Return handling by return reason and retry capability R3.4 7/11/18 EPS data through Informed Visibility R /24/18 Online Permit Creation Pay application fees using EPS 9/18 EPS added as payment method for PC postage Future TBD: - Business Customer Gateway (BCG) portal enhancement Pilot - Negative Balance Notifications - Customer Assisted CAPS to EPS Migration process - Invoicing/Deferred Payment - Mobile Deposit User Setup Automation Transaction History updates - EMRS - Payment through EPS for Commercial Postal Store - evs - Click-n-Ship BPro - WebBSA - OMAS - Data Archival - Report Updates - Schedule PO Box Payment on regular interval - BCG portal enhancement all users 5 5

6 EPS Create Your Account Currently, the first BCG user for a CRID is granted BSA access to all Core Services All subsequent users must have access to Core Services approved by the BSA/BSA Delegate for that service The first user to request access to an Independent Service becomes the BSA for that service and approves access for all subsequent users Enterprise Payment is an Independent Service The first user must request an invitation code Core Services All Users Click N Ship Business Pro Customer/Supplier Agreements (CSAs) Electronic Verification Service (evs) Every Door Direct Mail Incentive Programs Mailer ID Online Enrollment Parcel Data Exchange (PDX) Parcel Return Service (PRS) Premium Forwarding Service Commercial Scan Based Payment (SBP) Schedule A Mailing Appointment (FAST) USPS Package Intercept Manage Mailing Activity o Balance & Fees o Dashboard o Electronic Data Exchange o Mailing Reports o Manage Permits o Postal Wizard Independent Services Controlled Access Approved Shipper Audit Mailing Activity (PostalOne!) Automated Business Reply Mail Bulk Indemnity Claims Business Service Network (BSN) eservice Customer Label Distribution System (CLDS) Enterprise Payment System (EPS) Enterprise PO Boxes Online Informed Visibility Intelligent Mail Services Intelligent Mail Small Business Tool (IMsb) Logistics Condition Reporting System (LCRS) Mail Transport Equipment Ordering System (MTEOR) Manage APIs Official Mail Shipping Labels Pickup On Demand (PUOD) Print & Delivery Shipping Label Share Mail Simplified Data Exchange Track & Confirm USPS Tracking Verification Assessment Evaluator (PostalOne!) 6

7 EPS Create Your Account Once the first user has set up Enterprise Payment, they have the following roles: Business Customer Gateway Access at the CRID Level BSA Approve or deny additional users with the roles below for the CRID specific to the Enterprise Payment Service May create additional Enterprise Payment Accounts for the CRID and become the Administrator for that account BSA Delegate May grant User access to Enterprise Payment Service May have any role for an Enterprise Payment Account May create additional Enterprise Payment Accounts for the CRID and become the Administrator for that account User May be either the Payment Manager or Subscriber for an Enterprise Payment Account Enterprise Payment Access at the Account Level Administrator User who created the account Must be a BSA or BSA Delegate Proactively assigns roles below for this account to any users with access to the Enterprise Payment Service within the BCG All Payment Manager capabilities Subsequent users may be assigned the roles below: Payment Manager View spend history and balances Manage payment methods Manage product/service linkage (Must have Manage Mailing Activity access for the CRID within the BCG to link a permit) Perform transfers/withdrawals Subscriber Person who has read-only access to EPA Limited read-only access to their notifications and reports Each Enterprise Payment Account for a CRID may have different people in each of the Enterprise Payment Account roles Administrator, Payment Manager, Subscriber

8 EPS Create Your Account Get Ready! Create BCG Account Request EPS Create EPS Account Set-up Payment 1. Choose best payment option for your organization 2. Get list of all your active permits 3. Register for a Business Customer Gateway (BCG) Account and add the necessary CRID to your profile Customers already registered skip to the next step 4. Contact local Business Mail Entry Unit or PostalOne! Helpdesk for an invitation code 5. Request access to EPS using the hyperlink and invitation code provided in near real-time 6A. First user for a CRID - Click on Go to Service for Enterprise Payment 6B. All other users for a CRID will see Get Access and need to wait for approval from BSA 7. Create an Enterprise Payment Account. Creator receives the Administrator role for this account Only a BSA or BSA Delegate for Enterprise Payment service may create an account 8. Account Administrator may manage roles for that account Administrator, Payment Manager, Subscriber, No Access 8. Set up the selected payment option: ACH Debit or Trust via EFT Retail Deposit Mobile Deposit 8

9 Trust (Retail & Mobile Check Deposit) Check, cash, or money order at retail Funds available in near real-time EPS Fund Your Account Based on your funding method, work with your financial institution to transition to EPS. Current Trust Information Uses Permit/Publication # Must deposit at location where permit is held Updated EPS Information Uses 10-Digit EPA # May deposit at most retail locations Trust (FedWire) Funds available within 4-6 hours CAPS Information Uses Bank Account # (Beneficiary): Updated EPS Information Uses Bank Account # (Beneficiary):703800XXXXXXXXXX Trust (ACH Credit) Funds available the next business day CAPS Information Uses ABA Routing Transit #: Uses Bank Account # (DFI Account #): XXXXX Updated EPS Information Uses ABA Routing Transit #: Uses Bank Account # (DFI Account #): XXXXXXXXXX ACH Debit Funds available the next business day CAPS Information USPS Originator ID: Updated EPS Information Update your internal application/policy as needed Identify your Bank Account Information Bank routing/account number Tell your financial institution to update debit block/fraud filter code, if applicable Originator Company Name: USPS Payment USPS Originator ID: Transactions show site as Washington, D.C. XXXXXXXXXX refers to your Account Number

EPS Customer Dashboard Customer Dashboard provides a quick glance of all EPS accounts View the real-time total of pending ACH debit transactions sent to

10 EPS Customer Dashboard Customer Dashboard provides a quick glance of all EPS accounts View the real-time total of pending ACH debit transactions sent to the bank at the end of the day, as well as the Trust Balance Pending Accounts where the account setup process needs to be completed are viewable as well 10

11 EPS Account Dashboard Account Dashboard shows the spending history by product View the real-time total of pending ACH debit transactions sent to the bank at the end of the day, as well as the Trust Balance for the Account 11

Customer Dashboard will provide a quick glance of all EPS accounts EPS Account Dashboard - Future Enable multi-select to multiple accounts Show percentages in the chart or via hover over the chart

12 Customer Dashboard will provide a quick glance of all EPS accounts EPS Account Dashboard - Future Enable multi-select to multiple accounts Show percentages in the chart or via hover over the chart View the real-time total of pending ACH debit transactions sent to the bank at the end of the day, as well as the Trust Balance Pending Accounts where the account setup process needs to be completed are viewable as well Total $5, Categories: PO Box Services Address Services First-Class Mail USPS Marketing Mail Periodicals Package Services Reply Mail Priority Mail First-Class Package Services Parcel Select USPS Returns Parcel Return Service International Other Mailing Fees & Services 12

EPS Reports Menu Standard Reports Current Access the Reports page from the top menu bar to review a list of reports with various data providing information on: Transaction History USPS Products &

13 EPS Reports Menu Standard Reports Current Access the Reports page from the top menu bar to review a list of reports with various data providing information on: Transaction History USPS Products & Services Transaction Details All Mailings Transactions by Mail Class PO Box Services Address Quality User Account Activity Future Reports Transaction History USPS Products & Services Commercial Mailing & Shipping PO Box Services Address Quality ACH Debit Returns User Activity Log 13

14 Commercial Mailing & Shipping Report Future Commercial Mailing and Shipping Report shows all of individual transactions for a customer s EPS accounts A filter will be added to allow users to filter by Mail Class Report Data Fields EPS Transaction Number Transaction Date/Time Transaction Amount Transaction Type Class Number of Pieces PIC SKU Permit Holder CRID Permit Number City/State of Permit ZIP of Verification Publication Number Customer Reference ID Job ID User License Code Spoilage Number of Copies edoc Mailing Date EPS Account Number EPS Account Nickname Postage Statement Number Select Mail Class(es) PO Box Services Address Services First-Class Mail USPS Marketing Mail Periodicals Package Services Reply Mail Priority Mail First-Class Package Services Parcel Select USPS Returns Parcel Return Service International Other Mailing Fees & Services 14

15 EPS Access Data Through IV EPS Data Distribution through Informed Visibility will be available 7/11 Customers may subscribe to have data pushed to their Secure FTP (SFTP) server or available for online download Data delegation available at the CRID level Customers may select the following, based on their preferences Category Preference Options File Format Delimited JSON Data Location Define SFTP Location Select online download option Source Frequency Define the quantity of data in each batch Daily, Weekly, Monthly Frequency Define how often you would like to receive the data Can be every minute to every 31 days Notifications User may create list of contacts to be notified when new data is posted/available for download

16 IV Payment Subscription Options Available 7/11 Transaction Transaction ID Last Modified Date/Time Transaction/Transfer/Withdrawal Date Business Address/CRID Destinating Payment Account Number for Transfer Originating Payment Account Number for Transfer Source System Identifier Payment Account Number Payment Type Originating Payment Account ID Payment Method Type Transaction Date Transaction/Transfer/Withdrawal Amount Transaction Status Transaction Error Message Created By User Updated By User General Ledger Account Number AIC Code Transaction User Deposit Source Reason Micro Credit Created Flag Transaction ID reference Masked Payment Account Number EPS Access Data Through IV PostalOne! Details Transaction ID Permit Number Permit Type Permit ZIP Code Finance Number Customer Reference ID Customer National Account Number Product Number Product Type Negative Trust Balance Indicator Postage Statement Submission Method Postage Statement ID Mailing City Mailing State Postage Statement Mailing Date Mail Arrival Date Refund Type Refund Reason Refund Comment CAPS Account # CAPS Name Postal One! Transaction ID Customer Name Permit Holder Reversal Reference Transaction Type edoc Mailing Date State User License Code Spoilage PO Box Details Transaction ID PO Box CRID Finance Number webbats Customer Number PO Box Number PO Box ZIP Code PO Box City PO Box State PO Box Size PO Box Renewal Date RSS Details Transaction ID Original Transaction ID Finance Number Receipt Number Transaction Date Address Quality Details Transaction ID Finance Number Reference Number for AEC transaction NCSC Product Order Reference Number PC Postage Details Transaction ID Meter Account Number Finance Number Device ID Vendor ID Request ID NCMS Details Transaction ID Finance Number NCMS Customer Number Customer Name Date Ordered Date Shipped Order Number Store Number Item Number Description of Item Order Quantity Total item Price Total item amount Order source reference NCMS transaction ID Shipping Address Package tracking number Merchant ID CC request Product Type VPO or CPU Contact number Payment Method Package Platform Details Transaction ID Finance Number Mail Class Code Mailer ID SKU Package Scan Group ID PIC Service Type Code 16 16

17 EPS Access Data & Reports Will I still be able to view my CAPS reports? All historical transactions will be available for 12 months from date of mailing month. Example migrate on June 7, 2018, transactions will be available from June of 2017 through June of Once you link a permit to EPS, all future transactions will be reported in EPS. This is at the time of linkage, not at the end of the day. Are all of the details in the CAPS reports included in the EPS reports? All details from the CAPS reports are included in a combination of two reports in EPS, the transaction history and the mailing details. Feedback provided by industry is the mailing details contains most of the information needed. 17

18 EPS Get Support PostalOne! Help Desk Support customers with EPS setup & use Questions Support customers with migration preparation PostalPro Provide online reference materials BMEU locator Ready? Submit EPS Request via or contact your local BMEU *Include BCG username for BSA, address & CRID(s) 18

Streamlined Mail Acceptance USPS has several key initiatives to automate the acceptance, induction, and verification of commercial letter, flat, and package mailings Initiatives

standardized acceptance and verification Provide end-to-end visibility through scan data Enable mailers to manager account activities, view account balances, and generate reports

19 Streamlined Mail Acceptance USPS has several key initiatives to automate the acceptance, induction, and verification of commercial letter, flat, and package mailings Initiatives leverage new and existing technology to: Improve mail quality by sharing data on mail preparation and trend-based quality measurement Simplify induction through automated and standardized acceptance and verification Provide end-to-end visibility through scan data Enable mailers to manager account activities, view account balances, and generate reports Letters & Flats Full Service einduction Move Update Seamless Acceptance Packages Electronic Verification System (evs) Automated Package Verification (APV) *Coming Soon* - Package Platform 19

20 Seamless 30% of commercial mail volume is on Seamless Acceptance Mailer Scorecard Seamless Tab Provides verification results compiled over each calendar month Tab broken into two main types of metrics MPE and edoc Data from Sampling 20

21 Undocumented If Permit Imprint mailings must contain at least 200 pieces or 50 pounds of mail, how can I ensure all barcoded mailpieces are included in edoc to avoid Undocumented errors? All pieces must be included in edoc or they will be Undocumented Mailers with Known Undocumented must document all causes for known Undocumented Exceptions to DMM rule: If Seamless & Seamless Parallel mailers are unable to meet any of the exception scenarios, barcoded pieces will be undocumented and mailers should save documentation to explain any known undocumented 21

Package Platform USPS is developing a Package Platform that will enable easy customer onboarding & shipping, & provide detailed data & reporting to commercial package shippers USPS will enhance

22 Package Platform USPS is developing a Package Platform that will enable easy customer onboarding & shipping, & provide detailed data & reporting to commercial package shippers USPS will enhance current package processes to: Use attributes captured on Package Processing Equipment to validate correct payment Limit manual sampling, enabling faster, more efficient processes Update returns processes increasing visibility and automating payment Integrate with Enterprise Payment Existing programs will be migrated to the Package Platform Electronic Verification System (evs) Automated Package Verification (APV) 22

23 USPS Returns Supported Products First-Class Package Return Service Ground Return Service Priority Mail Return Service Parcel Return Service Full Network When enrolling shippers will be required to provide the following: MID CRID EPA Requested STCs 23

USPS Returns Acceptance Enroute Processing/Postage Due Calculation Delivery and Postage Collection 1.

Package sorting equipment captures package characteristics (weight, dimensions) 3.

time the package is scanned at a new facility Customer notified of package attributes and postage due upon trusted

24 USPS Returns Acceptance Enroute Processing/Postage Due Calculation Delivery and Postage Collection 1. Customer initiates return through retail, carrier pickup, drop off at collection box Package Platform Automation 2. Package sorting equipment captures package characteristics (weight, dimensions) 3. USPS delivers package at final destination Customer notified that package has been accepted Customer notified each time the package is scanned at a new facility Customer notified of package attributes and postage due upon trusted enroute scans Calculate Postage Due based on captured data and attributes Debit Postage Due from the shipper s EPS Account upon delivery of the package to its final destination 24

25 Mail Quality Data through Informed Visibility All customers may now subscribe to MQD through Informed Visibility (IV) May 20 th Release Deployment validations ongoing through 6/11 (when monthly data is distributed), no issues have been reported Remaining Issues will be resolved 7/16 einduction Undocumented warnings displayed on Mailer Scorecard but not provisioned through IV Warnings and errors will be provisioned by IV and available on the Mailer Scorecard Pre-induction EPD warnings provisioned through IV but not available on the Mailer Scorecard Warnings and errors will be provisioned by IV and available on the Mailer Scorecard No issues identified for Full-Service, Move Update, or Seamless Acceptance 25

Accessing MQD through Informed Visibility Create BCG Account Add IV-MTR Service Access IV Register

already registered skip to the next step The first BCG user to request the IV-MTR service for a CRID

The user may enter the code and access IV-MTR This user becomes the IV-MTR BSA and controls access

26 Accessing MQD through Informed Visibility Create BCG Account Add IV-MTR Service Access IV Register for a Business Customer Gateway (BCG) Account and add the necessary CRID to your profile Customers already registered skip to the next step The first BCG user to request the IV-MTR service for a CRID must contact the IV-MTR Help Desk to be provided an authorization code. The user may enter the code and access IV-MTR This user becomes the IV-MTR BSA and controls access for all subsequent users for the CRID User may access each Application Area in IV Queries & Feeds Address Book Roles & Permissions 26

27 Informed Visibility Roles In addition to BCG Access Levels, users may or may not have roles within the application The BSA and BSA Delegate for the IV Service have ALL of the application user roles Business Customer Gateway Access at the CRID Level BSA Approve or deny additional users with the roles below for the CRID specific to the IV Service BSA Delegate May grant User access to the IV Service User May have any role within the IV Service, as assigned by the BSA/BSA Delegate or Roles and Permissions Manager Informed Visibility Access at the CRID Level Address Book Manager Managers a CRID s address book Report Manager Creates and manages a CRID s public saved reports and portions of reports Roles and Permissions Manager Assigns roles and permissions for a CRID or MID Subscription Manager Creates and manages a CRID s data feeds (subscriptions)

28 IV Create a Data Feed Only IV BSAs, IV BSA Delegates, or Subscription Mangers can create new feeds Define Initial Feed Options Select Entities Define Filters & Fields Retrieve Data Select: o Subscription Owner CRID o Feed Data Type Mail Quality Data o o o o o File Format Delimited File JSON Target Add or select existing server Define notifications Frequency Default is 4 hours As often as every minute up to every 31 days Start Time/Time Zone Feed Name Select CRID(s) Select Mailer Role edoc Submitter Mail Preparer Mail Owner Transportation Carrier Select: o o o Program(s) Full-Service einduction Seamless Acceptance Move Update Error Type(s) Data Fields Note: A separate data feed is created for each error type selected Pull Reports Go to Your Feeds list In the Output History column, select View for the appropriate date feed Download the file Push Reports Files will be pushed to defined SFTP target per frequency specifications 28

29 Mail Quality Data through IV Support IV Help Desk o Available 7 AM to 7 PM Central, M-F except holidays o , Option #2 o InformedVisibility@usps.gov IV Page on PostalPro 29

Participation 150+ mailers have tested to date

of these mailers return and conduct additional

30 Participation 150+ mailers have tested to date 750+ campaigns completed across industries Many of these mailers return and conduct additional campaigns Who is Participating? Who is Participating? Thank you to our many early adopters and testers that have completed campaigns to date! This testing allows USPS the opportunity to validate functionality and data. Results 70% average open rates sustained For one mailer, the enhanced call to action drove a click-through rate of 6.1% 1 6

What are Consumers Doing? What are Consumers Doing?

Delivery Device to View Notifications view Informed

of Day to View would recommend Informed Delivery to

59% Mobile 33% Computer or Laptop 7% Tablet Evening 1%

31 What are Consumers Doing? What are Consumers Doing? 95% 95% 96% are satisfied or very satisfied with Informed Delivery Device to View Notifications view Informed Delivery notifications every day or almost every day Time of Day to View would recommend Informed Delivery to friends, family, or colleagues Morning 88% Afternoon 11% 59% Mobile 33% Computer or Laptop 7% Tablet Evening 1% Source: July 2017 User Survey Time of Day to View is based on actual data. 12

32 What Type of Data is Shared? What Type of Data is Shared? Informed Delivery provides organizations with insights into the following: Density and Statistics The number of users and the percentage of users who elect to receive Informed Delivery s Open Rates The number and the percentage of s opened during an Informed Delivery campaign Click-Throughs The number and percentage of click-throughs when a user interacts with digital content 17

33 How Can a Mailer Participate? How Can a Mailer Participate? Pre-Campaign Campaign Post-Campaign Plan your campaign Prepare Mailing Provide mailing details Induct your mailing Analyze and gather insights Determine the type of campaign to conduct and create your mailing list(s) Provide campaign elements to USPS such as campaign start and end dates, the Mailer ID (MID), IMb Serial Number range, custom image(s), and a URL View the results of your campaign, including open rate and number of click-throughs 19

Mailing & Shipping Solutions Center Will provide strategic support for commercial mailers Enhanced customer experience Standardized answers through body of knowledge 1-800# with ticketed inquiries

34 Mailing & Shipping Solutions Center Will provide strategic support for commercial mailers Enhanced customer experience Standardized answers through body of knowledge 1-800# with ticketed inquiries Business Mailer Support and Major Mailer Support will remain intact Features Centralized tracking method for customer inquiries Trend Recognition - Identify gaps in the current online solutions and make improvements Identify automated and non-automated solutions to enhance customer experience Let us know if you are interested in piloting

Mailing & Shipping Solutions Center 7 Pilot Sites: Capital, Northern Ohio, Lakeland, Connecticut Valley, San Diego, Dallas, Northland Utilizes ServiceNow for the ticketing of Customer Inquiries to

35 Mailing & Shipping Solutions Center 7 Pilot Sites: Capital, Northern Ohio, Lakeland, Connecticut Valley, San Diego, Dallas, Northland Utilizes ServiceNow for the ticketing of Customer Inquiries to understand customer needs I've been doing mailings for 20 years. I rarely get the same answers twice. I called 4 different sites and got 4 different answers to the same question. Very frustrating. USPS performed a data gathering pilot to understand why customers were calling: o Update Account Profile o Funding o Fees o Account Balance o Account Status As a result, USPS is consolidating help desks to provide meaningful, standardized responses and redesigning interfaces to display meaningful information

1-800# from 7am 5pm CST Mailing/Shipping Solutions Helpdesk to

36 Mailing & Shipping Solutions Center Mailing/Shipping Solutions Helpdesk Pilot Clerks located around the country will cover the 1-800# from 7am 5pm CST Mailing/Shipping Solutions Helpdesk to be your first line of support around Commercial Customer Inquiries

37 Mailing & Shipping Solutions Center 1. Customer Calls placed into queue for immediate pickup 2. Available agent picks up 30 second SLA 3. Agent will document inquiry for Customer Reference 4. Agent to resolve customer inquiry. Or, escalate to Tier 2 support if necessary. Can you please assist with my BRM artwork request? MDA Helpdesk How can I remove a BSA who s no longer with the company from my BCG account? PostalOne! Helpdesk 5. Close ticket once resolved or connection has been made to respective Tier 2 Party.

38 Mailing & Shipping Solutions Center March April May IT Build and Installation Software Training of Software Subject Matter Training Flats Letters & Cards Folded Self-Mailers ABRM Tool ServiceNow FAQ Working Sessions MRC-0007 Go-Live June Helpdesk Test Calls Subject Matter Training FAQs Move Update einduction Seamless Informed Delivery Informed Visibility Mailer Scorecard Enterprise Payment evs EDDM FAST September/October Determine additional training needs Review recordings and SOP to improve experience Publish Number to District Customers TBD BCG Enhancements 38 38

39 Questions 39

40 Appendix

Postal Customer Council (PCC) Enterprise Payment System

Postal Customer Council (PCC) Enterprise Payment System 1 Agenda Enterprise Payment System (EPS) Commercial Mailings on EPS Account Set-up Transactions Reports Electronic PO Boxes (epobol) on EPS Account