Payment, Acceptance and Education

Transcription

1 , Acceptance and Education Pritha Mehra October

2 Topic List Enterprise Online Permit Creation Online Fee USPS SKU ACS Update Seamless Acceptance Mailing & Shipping Solutions Center Polybag Unused Labels Federal Registrar Notice Package Platform Mailer ID Delinking Publication 205 Updates Business Customer Gateway Mail Quality Data Mailpiece Design 2

3 AGENDA Track Marketing Mail Periodicals First Class Packages 3

4 MARKTING MAIL TRACK AGENDA Enterprise Online Permit Creation Online Fee ACS Update Seamless Acceptance Mailing & Shipping Solutions Center Business Customer Gateway USPS SKU MQD 4

5 ACTION ITEMS: MARKETING MAIL Category Action Item Response BCG Business Customer Gateway - Consider a new workgroup to simplify BCG/EPS/IV roles and services. -As new services are added can they be assigned to current BSA? -Can an be sent to current BSA when user requests to be the BSA for a service? Today when a new user adds a business location to their BCG account the BSA for the service is sent an and has to approve the user. If there is a service where no BSA is identified the new user can request to become the BSA. Currently, there is no BSA/Admin at the CRID level. USPS is looking to add new services to the existing BSA for Manage Mailing Activity and or VAE for financial activity MSSC Solicit volunteers for Mailing/Shipping Solutions Desk Training. USPS is accepting volunteers to contact the pilot sites. If you wish to participate, please contact Sandy Chopra (Sangeeta.Chopra@usps.gov) BCG Enterprise Enterprise Enterprise Enterprise Mailing & Shipping Solutions Center BCG what is displayed when someone does not have Enterprise? BCG Pilot Task Team will provide a recommendation Enterprise Get a date for when Share Mail will be supported by EPS Enterprise - When you click on EPS Service update with text to guide user to request an invitation code by contacting the Helpdesk. Enterprise Map of BCG with services & roles and who has access to what. Same for EPS, same for IV (Todd Black has offered to help) Enterprise Add Daily Debit Aggregate to the data feed and share data feeds with WG173 Help Desk Training Ability for MSP to request balance for Mail Owner, hook up with local BMEU to ensure relationship exists There is an overlay over the widget with the message Access to Enterprise Service Required and a link to request access or to request the invitation code (when no users associated to the CRID have access). Implementation date TBD. Text has been added to the landing page as of 10/1 to direct customers to request an invitation code. Role matrix is complete and embedded in the presentation below. Daily Debit has been reshared and posted on PostalPro in the EPS Data Dictionary. The Mailing and Shipping Solutions center employees have the ability to contact the local units to validate the relationship between a Mail Service Provider and Mail Owner. SKU SKU Share SKU structure with MSDG and UG11, include Becky Dobbins SKU Structure has been shared with MSDG. 5

6 PULSE ITEMS: MARKETING MAIL Category Action Item Response Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Reports & IV Data Volumes not matching on reports or in data feed. ALM 913 was resolved on 9/23. The field was counting pieces claimed as Full-Service as volume in addition to the total pieces mailed which is inflating the volume. Reports & IV Data City and state not being populated in EPS, user unable ALM 1138 was resolved on 9/23 in EPS. The mailing city and state was added to the reports. to tell location of transaction Reports & IV Data Request for Job ID, edoc Submitter CRID to be added to reports Reports & IV Data Getting reports for all accounts when they only want them for one Timing of IV data feed vs. when the account is debited Invitation Code customers have reported waiting up to a week Fixes pushed back to October concerns that the field is not describing open issues when reaching out to customers to transition Clarification necessary on timeframes for migrating to EPS and on exception scenarios Job ID is currently available in the EPS reports. CR 1177 has been logged for CRID & CRID nickname and is pending scheduling in EPS and IV. Online reports have functionality to select one or multiple account(s) as of 9/23, The IV feed is intended to provide raw transactional data at a frequency determined by the subscriber, this includes daily, weekly or monthly pulls. To determine the transactions that are included in the bank account withdrawal record the subscriber would need to join the bank account withdrawals to the daily transaction feed. This only applies to ACH debit customers. All invitation codes should be sent within two business days. Users must contact BME or the PostalOne! Helpdesk to receive an invitation code. Clicking Get Access through the BCG will not prompt invitation code generation. Language has also been added to the BCG to direct customers to request a code. Fixes moved up to 9/23. A list of open issues has been posted to PostalPro as well has been communicated internally. This list will be updated as issues arise and are resolved. As of 10/1/2018, no new CAPS accounts may be created (excludes evs customers). CAPS will be retired April 2019 (excludes evs customers). Exceptions will be handled on a case by case basis and requests should be sent to PostalOne! Helpdesk. Initially, mailers understood that there would be an enterprise view with EPS. Users are able to see and access all accounts (regardless of CRID) that they have access to. This does not appear to exist. If it is available, it would be worthwhile to take This view includes transactions for all currently supported products. the time to explain how this works. If it is not available, the mailers would like to understand the plans to make it available. Concern over any user being able to become the BSA for the Enterprise Service Enterprise is an independent service. For all independent services, the first user becomes the BSA. If the incorrect person in an organization has become the BSA, contact the PostalOne! Helpdesk. Prior to distributing the invitation code, access to a CRID is validated. 6

7 PULSE ITEMS: MARKETING MAIL Category Action Item Response ACS ACS ACS ACS Update & clarification necessary on 95% Full Service calculation and requirement for Details included in this presentation. Free ACS Electronic ACS should be made completely free. The Postal Service should explain the Enterprise Analytics will address ACS Billing. reasoning behind not making it free. The Mailers Scorecard needs to give mailers visibility to the Full Service calculation so that they can manage their expectations around ACS charges (if they continue) Mailers should not be expected to pay the back ACS invoices caused by the ACS billing issue. ACS Industry requests to see trends in Move Update error percentages. Included in this presentation. The Mailer Scorecard does provide visibility into Full Service calculation. Details provided in this presentation. An Industry Alert was distributed on Friday, September 28, The USPS will waive the charges for unassociated pieces until further notice. MQD Provide an update on Mail Quality Data enhancements and timeline for completion. Provided in MQD section of webinar deck. CRID Management The USPS will be putting together a document that outlines when a CRID is created for USPS is exploring opportunities to limit the creation of extraneous CRIDs. discussion with the industry to mitigate the creation of extra CRIDs. Marketing Mail Concern expressed over the Advanced Notice Federal Register on Marketing Mail Product Innovation will address the FRN. Content Piece Images The Postal Service should make mailpiece images available for research purposes At this time USPS cannot provision piece images. when there is an issue detected. PostalPro What is the status of PostalPro and its roadmap? CIO Roadmap is updated quarterly and has been posted on PostalPro. Seamless With Seamless, there needs to be a consistent solution for sealing the trucks at the mailers location. No supervision of sealing trucks for mailers on Seamless and einduction. While einduction is a requirement of Seamless, there are some Seamless mailers that are not einduction who do need the sealing of trucks supervised. 7

8 PERIODICALS TRACK AGENDA Enterprise Online Permit Creation Online Fee Seamless Acceptance Mailing & Shipping Solutions Center Polybag Business Customer Gateway USPS SKU MQD 8

9 ACTION ITEMS: PERIODICALS Category Action Item Response BCG Business Customer Gateway - Consider a new workgroup to simplify BCG/EPS/IV roles and services. -As new services are added can they be assigned to current BSA? -Can an be sent to current BSA when user requests to be the BSA for a service? Today when a new user adds a business location to their BCG account the BSA for the service is sent an and has to approve the user. If there is a service where no BSA is identified the new user can request to become the BSA. Currently, there is no BSA/Admin at the CRID level. USPS is looking to add new services to the existing BSA for Manage Mailing Activity and or VAE for financial activity MSSC Solicit volunteers for Mailing/Shipping Solutions Desk Training. USPS is accepting volunteers to contact the pilot sites. If you wish to BCG Enterprise Enterprise Enterprise Mailer ID MQD Polybag Business Customer Gateway- Adding a Business Location - existing users adding a new location are not given a drop down of existing locations similar in name Issues joining Enterprise - John Hannigan Awaiting invitation code - Joe Hillyer Trouble with BMEU clerks Randy Stumbo - confirm payment method for BPM to determine EPS eligibility Enterprise - Share process of paying Periodicals fees through EPS with WG173 CRID Management Evaluate all USPS systems that generate new CRIDs to ensure that duplicate CRIDs are not generated extraneously (WG 184) Get Task Team 25 Concurrence and send Industry Alert on when Mail Quality Data can only be retrieved via and current manual process is discontinued - Tentatively 10/1 Polybag Provide dates for the following: - PostalOne! must be updated to remove validation when two issues of the same publication are in the same Polybag - Deal with uniqueness within the Mail.dat file participate, please contact Sandy Chopra (Sangeeta.Chopra@usps.gov) During CRID creation, Customer Registration searches its database to confirm that the business location is valid and that there are no existing CRID s with a similar address. If one or more existing CRID s shares an address with the new CRID, the existing CRID s are displayed with the option to request access. The user can also disregard the notice and proceed with creating a new CRID with an identical address. Customer Registration does not search for CRIDs with similar names. Reached out to mailers and issues have been resolved. EPS can be used for BPM. Most fees can now be paid through the BCG if linked to EPS. In this presentation, we have included a list of fees that may be paid through the BCG and how. USPS is exploring opportunities to limit the creation of extraneous CRIDs. The Task Team 25 has not yet provided concurrence. Meeting scheduled for the week of 10/8. CR implemented 9/23 to allow multiple copies of the same version in a polybag Discussed uniqueness requirements with industry, the requirements are tabled and not needed at this time. 9

10 ACTION ITEMS: PERIODICALS Category Action Item Response Postal Wizard Confirm Postal Wizard capabilities with Firefox and Chrome browsers and share with John Complete: Confirmed that PW is compatible with Hannigan Firefox/Chrome. Recommend updating browser to the latest version. BCG Business Customer Gateway- Adding a Business Location - existing users adding a new location are During CRID creation, Customer Registration searches its database to not given a drop down of existing locations similar in name confirm that the business location is valid and that there are no existing CRID s with a similar address. If one or more existing CRID s shares an address with the new CRID, the existing CRID s are displayed with the option to request access. The user can also disregard the notice and proceed with creating a new CRID with an identical address. Customer Registration does not search for CRIDs with similar names. Enterprise Issues joining Enterprise - John Hannigan Awaiting invitation code - Joe Hillyer Trouble with BMEU clerks Reached out to mailers and issues have been resolved. 10

11 PULSE ITEMS: PERIODICALS Category Action Item Response Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Reports & IV Data Volumes not matching on reports or in data feed. ALM 913 was resolved on 9/23. The field was counting pieces claimed as Full-Service as volume in addition to the total pieces mailed which is inflating the volume. Reports & IV Data City and state not being populated in EPS, user unable ALM 1138 was resolved on 9/23 in EPS. The mailing city and state was added to the reports. to tell location of transaction Reports & IV Data Request for Job ID, edoc Submitter CRID to be added to reports Reports & IV Data Getting reports for all accounts when they only want them for one Timing of IV data feed vs. when the account is debited Invitation Code customers have reported waiting up to a week Fixes pushed back to October concerns that the field is not describing open issues when reaching out to customers to transition Clarification necessary on timeframes for migrating to EPS and on exception scenarios Job ID is currently available in the EPS reports. CR 1177 has been logged for CRID & CRID nickname and is pending scheduling in EPS and IV. Online reports have functionality to select one or multiple account(s) as of 9/23, The IV feed is intended to provide raw transactional data at a frequency determined by the subscriber, this includes daily, weekly or monthly pulls. To determine the transactions that are included in the bank account withdrawal record the subscriber would need to join the bank account withdrawals to the daily transaction feed. This only applies to ACH debit customers. All invitation codes should be sent within two business days. Users must contact BME or the PostalOne! Helpdesk to receive an invitation code. Clicking Get Access through the BCG will not prompt invitation code generation. Language has also been added to the BCG to direct customers to request a code. Fixes moved up to 9/23. A list of open issues has been posted to PostalPro as well has been communicated internally. This list will be updated as issues arise and are resolved. As of 10/1/2018, no new CAPS accounts may be created (excludes evs customers). CAPS will be retired April 2019 (excludes evs customers). Exceptions will be handled on a case by case basis and requests should be sent to PostalOne! Helpdesk. Initially, mailers understood that there would be an enterprise view with EPS. Users are able to see and access all accounts (regardless of CRID) that they have access to. This does not appear to exist. If it is available, it would be worthwhile to take This view includes transactions for all currently supported products. the time to explain how this works. If it is not available, the mailers would like to understand the plans to make it available. Concern over any user being able to become the BSA for the Enterprise Service Enterprise is an independent service. For all independent services, the first user becomes the BSA. If the incorrect person in an organization has become the BSA, contact the PostalOne! Helpdesk. Prior to distributing the invitation code, access to a CRID is validated. 11

12 PULSE ITEMS: PERIODICALS Category Action Item Response einduction Long run CPP title resolution. USPS is working directly with impacted mailers. MQD Provide an update on Mail Quality Data enhancements and timeline for completion. Provided in MQD section of webinar deck. CRID Management The USPS will be putting together a document that outlines when a CRID is created for USPS is exploring opportunities to limit the creation of extraneous CRIDs. discussion with the industry to mitigate the creation of extra CRIDs. Piece Images The Postal Service should make mailpiece images available for research purposes At this time USPS cannot provision piece images. when there is an issue detected. PostalPro What is the status of PostalPro and its roadmap? CIO Roadmap is updated quarterly and has been posted on PostalPro. Seamless With Seamless, there needs to be a consistent solution for sealing the trucks at the mailers location. No supervision of sealing trucks for mailers on Seamless and einduction. While einduction is a requirement of Seamless, there are some Seamless mailers that are not einduction who do need the sealing of trucks supervised. 12

13 FIRST CLASS TRACK AGENDA Enterprise Online Permit Creation Online Fee ACS Update Seamless Acceptance Mailing & Shipping Solutions Center Business Customer Gateway USPS SKU MQD 13

14 ACTION ITEMS: FIRST CLASS Category Action Item Response BCG Business Customer Gateway - Consider a new workgroup to simplify BCG/EPS/IV roles and services. -As new services are added can they be assigned to current BSA? -Can an be sent to current BSA when user requests to be the BSA for a service? Today when a new user adds a business location to their BCG account the BSA for the service is sent an and has to approve the user. If there is a service where no BSA is identified the new user can request to become the BSA. Currently, there is no BSA/Admin at the CRID level. USPS is looking to add new services to the existing BSA for Manage Mailing Activity and or VAE for financial activity MSSC Solicit volunteers for Mailing/Shipping Solutions Desk Training. USPS is accepting volunteers to contact the pilot sites. If you wish to participate, please contact Sandy Chopra (Sangeeta.Chopra@usps.gov) ACS ACS Enterprise Enterprise Enterprise Enterprise Full Service/ACS - Share date for displaying Mail Service Provider Full-Service % on Mail Owner Scorecard. Full Service/ACS - Provide an example of how the Free ACS process works within UG11 When is the % calculated? when is it measured for free ACS? When is the warning distributed? When will a customer be charged? Enterprise - Provide a date for OMAS/EPS integration (run design by Tina Dickens). Consider leveraging Deferred to simplify OMAS design. Enterprise - Update FAQ with details about what roles (BCG and EPS) an Mail Service Provider needs to open a permit for a Mail Owner. Enterprise - Define and share process for delinking Permits & PO Boxes Enterprise - Disseminate an additional advisory with the CAPS retirement letters. USPS will add a line to the mailer scorecard that will indicate if the Mail Owner qualifies for free residual ACS based on the MSP FS%. This will be a Y or N indicator only. To be complete next major release. Presentation shared 8/16 and 8/30 with UG11 and detailed description provided in this presentation. USPS will no longer measure qualification on a quarterly basis. Once the 95% is met. OMAS customers do not currently pay through CAPS. If an OMAS customer wishes to join EPS they can establish and EPS account and establish and ACH Debit or Trust Account. Completed, revised FAQs are posted to PostalPro and included in this presentation. Today to remove a permit linkage from EPS a Data Repair must be performed. Future functionality will enable the helpdesk to delink the permit. The process in detail is included in this presentation. Draft letter was shared at June MTAC and the final version has been posted on PostalPro. Hardcopy letters were mailed to all eligible permit holders on June 13, 2018 along with Industry Alerts. MQD Mail Quality Data - Create a Fact Sheet on MQD-IV with UG11 and share on PostalPro MQD Fact Sheet is included in this document and will be posted to PostalPro. Enterprise Enterprise - Share final design for revised EPS Reports with the WG173. -Ensure user may select start date and end date -Allow a multi-select on the account #s -Display % of each donut portion -Add a sum total to the screen -Add primary Method to each Account -Where will Share Mail display? Reports have been shared with WG173 and were deployed on 9/23. Details are provided in this presentation. Distributed on 06/13/2018. The new report layouts are included in the presentation. 14

15 PULSE ITEMS: FIRST CLASS Category Action Item Response Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Enterprise Reports & IV Data Volumes not matching on reports or in data feed. ALM 913 was resolved on 9/23. The field was counting pieces claimed as Full-Service as volume in addition to the total pieces mailed which is inflating the volume. Reports & IV Data City and state not being populated in EPS, user unable ALM 1138 was resolved on 9/23 in EPS. The mailing city and state was added to the reports. to tell location of transaction Reports & IV Data Request for Job ID, edoc Submitter CRID to be added to reports Reports & IV Data Getting reports for all accounts when they only want them for one Timing of IV data feed vs. when the account is debited Invitation Code customers have reported waiting up to a week Fixes pushed back to October concerns that the field is not describing open issues when reaching out to customers to transition Clarification necessary on timeframes for migrating to EPS and on exception scenarios Job ID is currently available in the EPS reports. CR 1177 has been logged for CRID & CRID nickname and is pending scheduling in EPS and IV. Online reports have functionality to select one or multiple account(s) as of 9/23, The IV feed is intended to provide raw transactional data at a frequency determined by the subscriber, this includes daily, weekly or monthly pulls. To determine the transactions that are included in the bank account withdrawal record the subscriber would need to join the bank account withdrawals to the daily transaction feed. This only applies to ACH debit customers. All invitation codes should be sent within two business days. Users must contact BME or the PostalOne! Helpdesk to receive an invitation code. Clicking Get Access through the BCG will not prompt invitation code generation. Language has also been added to the BCG to direct customers to request a code. Fixes moved up to 9/23. A list of open issues has been posted to PostalPro as well has been communicated internally. This list will be updated as issues arise and are resolved. As of 10/1/2018, no new CAPS accounts may be created (excludes evs customers). CAPS will be retired April 2019 (excludes evs customers). Exceptions will be handled on a case by case basis and requests should be sent to PostalOne! Helpdesk. Initially, mailers understood that there would be an enterprise view with EPS. Users are able to see and access all accounts (regardless of CRID) that they have access to. This does not appear to exist. If it is available, it would be worthwhile to take This view includes transactions for all currently supported products. the time to explain how this works. If it is not available, the mailers would like to understand the plans to make it available. Concern over any user being able to become the BSA for the Enterprise Service Enterprise is an independent service. For all independent services, the first user becomes the BSA. If the incorrect person in an organization has become the BSA, contact the PostalOne! Helpdesk. Prior to distributing the invitation code, access to a CRID is validated. 15

16 PULSE ITEMS: FIRST CLASS Category Action Item Response ACS ACS ACS ACS Update & clarification necessary on 95% Full Service calculation and requirement for Details included in this presentation. Free ACS Electronic ACS should be made completely free. The Postal Service should explain the Enterprise Analytics will address ACS Billing. reasoning behind not making it free. The Mailers Scorecard needs to give mailers visibility to the Full Service calculation so that they can manage their expectations around ACS charges (if they continue) Mailers should not be expected to pay the back ACS invoices caused by the ACS billing issue. ACS Industry requests to see trends in Move Update error percentages. Included in this presentation. The Mailer Scorecard does provide visibility into Full Service calculation. Details provided in this presentation. An Industry Alert was distributed on Friday, September 28, The USPS will waive the charges for unassociated pieces until further notice. MQD Provide an update on Mail Quality Data enhancements and timeline for completion. Provided in MQD section of webinar deck. CRID Management The USPS will be putting together a document that outlines when a CRID is created for USPS is exploring opportunities to limit the creation of extraneous CRIDs. discussion with the industry to mitigate the creation of extra CRIDs. Piece Images The Postal Service should make mailpiece images available for research purposes At this time USPS cannot provision piece images. when there is an issue detected. PostalPro What is the status of PostalPro and its roadmap? CIO Roadmap is updated quarterly and has been posted on PostalPro. Seamless With Seamless, there needs to be a consistent solution for sealing the trucks at the mailers location. No supervision of sealing trucks for mailers on Seamless and einduction. While einduction is a requirement of Seamless, there are some Seamless mailers that are not einduction who do need the sealing of trucks supervised. 16

17 PACKAGES TRACK AGENDA Mailer ID Delinking Unused Labels Federal Registrar Notice Publication 205 Updates Mailpiece Design Package Platform Enterprise Mailing & Shipping Solutions Center Business Customer Gateway USPS SKU 17

18 ACTION ITEMS: PACKAGES Category Action Item Response BCG Business Customer Gateway - Consider a new workgroup to simplify BCG/EPS/IV roles and services. -As new services are added can they be assigned to current BSA? -Can an be sent to current BSA when user requests to be the BSA for a service? Today when a new user adds a business location to their BCG account the BSA for the service is sent an and has to approve the user. If there is a service where no BSA is identified the new user can request to become the BSA. Currently, there is no BSA/Admin at the CRID level. USPS is looking to add new services to the existing BSA for Manage Mailing Activity and or VAE for financial activity. MSSC Solicit volunteers for Mailing/Shipping Solutions Desk Training. USPS is accepting volunteers to contact the pilot sites. If you wish to participate, please contact Sandy Chopra (Sangeeta.Chopra@usps.gov) BCG evs evs evs Migration to Package Platform () - Work with Package Platform/eVS Council to obtain feedback for BCG Widgets (last 10 Mailings/Transactions) evs Refund - Define a timeline when the automated unused label functionality will be ready for use by evs customers and communicate to the industry. evs Disputes - Share Publication 205 language which references the time frames around dispute resolutions and refunds back to the customer. Mailer ID Mailer ID - Design an automated mechanism to manage Mailer IDs - including requesting, delinking, archiving, and recycling. Usage metrics should be taken into account when distributing blocks of Mailer IDs. (Workgroup 184). Share with UG 2 and WG 182. Mailing/ Shipping Solutions Desk Mailing/Shipping Solutions Desk Hours - Communicate hours of operation and clarify process for transferring inquiries to alternate help desks with different hours of operation Complete. Met with team on 7/12. USPS is preparing mock-ups to share with the industry for feedback. Functionality is in place as of 8/1. USPS will share during MTAC Track Meeting. Mailer would submit to evs program office a list of MIDs that they want to delink. evs will monitor for 120 days according to the policy worked within WG 184. evs program office will then delink the MIDs after 120 days. Automation will be included in evs/package Platform design. The Mailing and Shipping Solutions center is piloting in seven districts. The center uses the Genesys platform to route calls and the ServiceNow platform to log tickets. The Solutions center is staffed from 7 A.M. Central to 7 P.M. Central. We will review the process and escalation process in later slides. 18

19 ACTION ITEMS: PACKAGES Category Action Item Response Mailpiece Design Package Platform Industry is requesting a process for sharing mailpiece design approvals through an automated process. Concerns expressed by MSP s that they have to contact Mail Owners to retrieve the approval letters and approved images. Mailpiece Design Analysts (MDAs) provide evaluations of electronic and/or hardcopy samples in an internal database called ServiceNow. The electronic files are saved in ServiceNow and hardcopy samples are stored by the MDAs for a period of two years. The communication between the customer and/or USPS employees are also documented and saved in ServiceNow. Customers and USPS personnel are provided a ServiceNow Incident/Ticket Number, which is used to access the evaluation provided by the MDA and the sample that was submitted. This will be effective November 1, In addition, there is a CR open to add a field to mail.dat and mail.xml to place the ticket or case number for approved pieces which will be included in the next structural release. evs Migration to Package Platform () - Work with Package Platform/eVS Council to define existing reporting/invoicing and future state. Retire Postage Statement concept in PostalOne! and migrate to an alternate, more intuitive method (Daily EFN, etc.). The evs/package Platform Whitepaper was shared with the industry on 10/2. 19

20 PULSE ITEMS: PACKAGES Category Action Item Response Parcels Industry concern regarding increasing the address quality threshold. Concern on increase having a negative effect on smaller mailers. The industry needs to understand if the problem is really the format of the address or how current it is or is it that address is not getting to USPS in one of files in enough time or when USPS wants it? Enterprise Analytics has been working with WG185 on the address quality threshold. Parcels Mailer ID Delinking update needed on process automation USPS is planning to automate MID delinking in the Outbound Phase of the Package Platform. Parcels CRID Management Send Federal Register Notice on unused labels to UG2 for review. What is the status of a FRN on this topic? FRN posted 7/25. Unused label process is available as of 8/1. The USPS will be putting together a document that outlines when a CRID is created for USPS is exploring opportunities to limit the creation of extraneous CRIDs. discussion with the industry to mitigate the creation of extra CRIDs. 20

21 Enterprise 9/23 Report Updates 11/3/18 IV Enhancements - Hourly Feed Option 3/19 Add true up feature (regular interval) to EPOBOL 6/19 Commercial Postal Store Future TBD: - EMRS - evs - Share Mail - Deferred Exceptions to both the October and April dates above will be handled on a case by case basis and requests should be sent to PostalOne! Helpdesk. 21

22 EPS Invitation Code Clarification Text has been added to the BCG Landing Page to encourage migration to Enterprise and direct customers to request an invitation code. 22

23 Enterprise - Enterprise View BCG Users with access to the Enterprise System will see data for all accounts to which they have access to. If you have multiple EPS accounts you can see the spend across all accounts. 23

24 Enterprise Reports The updated Customer Dashboard provides a quick glance of spend across all accounts, not at the individual account level. The default view is all accounts or you can select the accounts to look at. We also updated the category titles to reflect actual mail classes and products instead of grouping all together. Before Date filter After Enable multi-select to multiple accounts Percentages visible when hovering over chart Primary Method can be viewed within each Account Categories: PO Box Services Address Quality First-Class Mail First-Class Package Services International Mail Package Services Parcel Return Service Parcel Select Periodicals Priority Mail Return Services USPS Marketing Mail First-Class USPS Returns Ground Service USPS Returns Priority Mail USPS Returns PRS Full Network USPS Returns Other Mailing Fees & Services 24

25 Reports Menu Enterprise Reports The Reports Menu dropdown has been updated to arrange the reports in most frequently used, added USPS products and services Commercial Mailing and Shipping PO Box Services. Before After 25

26 Enterprise Reports The Commercial Mailing and Shipping Details Report (name change from Mailing Details Report to Commercial Mailing and Shipping Details). Added additional data fields for USPS Returns and Shipping Products. Before After Mailing Details Report 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 Report Mail Classes: First-Class USPS Returns Ground Service USPS Returns Priority Mail USPS Returns PRS Full Network USPS Returns Other Mailing Fees & Services First-Class Mail First-Class Package Services International Mail Package Services Parcel Return Service Parcel Select Periodicals Priority Mail Return Services USPS Marketing Mail 26

27 Enterprise Reports The data available today in your CAPS Transaction History Report is available in two reports - EPS Transaction History Report and Commercial Mailing & Shipping Details Report. A full data dictionary is posted on PostalPro CAPS Transaction History EPS Transaction History EPS Customer Mailing Details Report CAPS Transaction Number EPS Transaction Number EPS Transaction Number Date Date Transaction Date/Time City N/A City/State of Permit State N/A City/State of Permit Permit#/USPSCA# N/A Permit Number Publication Number Type Tran Type Transaction Type Class Products & Services Class Pieces N/A Pieces Spoil/Damg N/A Spoil/Damg Mail Class Products & Services Class Transaction Amount Amount Transaction Amount CAPS EPS 27

28 IV Enterprise Subscription Options Bank Account Withdrawal ACH Withdrawal ID ACH Withdrawal Amount Aggregate Date Return Reason Return Date Transactions Transaction ID Transaction Date/Time Business Location Destinating EPS Account for Transfer Originating EPS Account for Transfer EPS Account Number Transaction Type Method Transaction Amount Deposit Source Transfer/Withdrawal Reason Original Transaction ID (for Refund/Reversal/Adjustment) Transaction Description ACH Withdrawal ID Transaction Details Deposits Transaction ID Original Transaction ID (For Reversal) Receipt Number Transaction Date Transaction Details Commercial Mailing Transaction ID Permit Number Permit Type Permit ZIP Code Customer Reference ID Postage Statement Form Type Postage Statement Number Mailing City Mailing State Postage Statement Mailing Date Mail Arrival Date Refund Type Refund Reason Refund Comment EPS Account Business Location Name Permit Holder CRID edoc Mailing Date City/State of Permit User License Code Spoilage Transaction Details Network Returns Transaction ID Mail Class Mailer ID SKU PIC Service Type Code Dispute Reason Dispute ID IV Data Feeds Transaction Details PO Box Transaction ID PO Box CRID PO Box Number PO Box ZIP Code PO Box City PO Box State PO Box Size PO Box Renewal Date Transaction Details Address Quality Transaction ID Address Quality Product Order Reference Number Transaction Details PC Postage Transaction ID PSD Serial Number Device ID Vendor ID Vendor Name Request ID Postage Statement Details Postage Statement Line ID Transaction ID Section Processing Category Mail Class Type Statement Line Number Number Of Pieces Sortation Line Price Line Rate Line Subtotal Postage Line Discount Total Line Fee Total Line Postage Price Category Line Level Entry Piece Rate Amount Affixed Pieces Subtotal Pound Rate Pounds Pounds Subtotal Weight Price Mail Entry Subs Requestor Copies Nonsubs Nonrequestor Copies Line Copy Line Total Postage Presort Discount Transaction Pieces Piece Surcharge Advertising Pounds Non-Advertising Pounds Mail Level Price Level Container Level Bundle Level Bundles Mail Class Trays Balloon Price DIM Weight Price Mail Zone Piece Price Pound Price Destination Type Pallets Line Type Number Of Sacks Sack Price Sack Subtotal Sack Total Pounds Under Percent Incentive Postage Incentive Full Service ISC Drop Ship Full Service Per Sack Drop Shipment Per Sack Sack Total Lbs Under ISC Drop Ship Incentive Mail Class Rate Category

29 IV Create a Subscription Customers may subscribe to have data pushed to their Secure FTP (SFTP) server or available for online download Only BCG BSA/BSA Delegates of the IV Service, or a Subscription Manger may create a data feed. Customers may select the following, based on their preferences Data for all Enterprise Account(s) for the selected CRID(s) will be included in the data Category Preference Options File Format Delimited (Comma, Tab, Other) Data Location Define SFTP Location Select online download option Frequency Define how often you would like to receive the data Minutes, hours, or days 29

30 IV Data Delegation Data delegation allows users to provide data visibility to another CRID or receive data visibility from another CRID CRIDs may request Data Delegation from other CRIDs, or they may proactively grant Data Delegation privileges Only an IV-MTR BSA, BSA Delegate, or user with certain administrative roles (Data Delegation Manager, Report Manager) can manage requests and rules to provide visibility to or receive visibility from another CRID. 30

31 IV Data Delegation CRIDs may restrict the types of data that they wish to delegate, as well as define a date range for the delegation 31

32 EPS Reported Issues Volumes not matching between data feed and Mailing Details Report, ALM 913 (Resolved 9/23) The Mailing Details Report in EPS is incorrectly displaying the total volume in the volume field. The field was counting pieces claimed as Full-Service as volume in addition to the total pieces mailed which was inflating the volume. ZIP of Verification incorrectly populated in EPS - User unable to determine transaction location, ALM 1138 (Resolved 9/23) The Mailing Details Report (right) is not populating the mailing city and state or the zip of verification. Report includes three locations where city and state are displayed. The city and state where the permit is held Correct The mailing city and state Not Always Populated Mailing Details Report ZIP of Verification incorrectly displaying the ZIP code where the permit is held. Mailing Date Filter: Fields have been updated to include the city and state of verification and zip of verification 32

33 EPS Data through IV Pilot Feedback Timing of IV data feed vs. when account is debited- add switch to only include transactions that are paid for The IV feed Bank Account Withdrawal report does not contain the transactions included for the aggregate debit. As transactions are finalized they are sent to IV for reporting, the ACH Debit occurs once per day at 6 PM and includes all finalized transactions for the 24 hour period. The IV feed is intended to provide raw transactional data at a frequency determined by the subscriber, this includes daily, weekly or monthly pulls. To determine the transactions that are included in the bank account withdrawal record the subscriber would need to join the bank account withdrawals to the daily transaction feed. This only applies to ACH debit customers. The following enhancements have been requested for both the EPS mailing details report and the IV feed: Add the Job ID from PostalOne! Job ID is currently visible (if provided in edoc) on the Commercial Mailing & Shipping Details report, but is not on the Postage Statement Details feed from IV. Add the edoc submitter CRID and CRID nickname CR 1177 has been logged and is pending scheduling. 33

34 EPS Data through IV Pilot Feedback Adjustment Transactions provisioned through IV have incomplete information missing date, Job ID, description CR285 has been logged and is pending scheduling The Commercial Mailings IV data does not include piece counts for statement activity, CR286 has been logged to add piece count to commercial mailings Piece counts are included in online reporting through EPS and in the Postage Statement Details IV feed The edoc Mailing Date field includes a time which because it is all zeros ( T00:00:00 ) impact their ability to filter/sort on this field. CR287 has been logged to add the time to a separate field The Postage Statement Details report does not include any data field that can be used to search on the P1 Dashboard. It does not include the Job ID or Postage Statement Number. It offers a Postage Statement Line ID and a Transaction ID, but the mailer cannot search the dashboard to find the particular mailing. CR288 has been logged and is under review Postage Statement Number is on the Commercial Mailing data feed. When downloading the raw data, customers should join on the EPS Transaction Number. 34

35 IV - Role Planning Like Enterprise, Informed Visibility is an Independent Service that is not granted until access has been specifically granted. Identify which user for the CRID should become the BSA for Informed Visibility. This user must contact the IV Helpdesk to receive an invitation code BCG Access: BCG BSA/BSA Delegates of the IV Service are automatically Administrators within IV-MTR CRID 1234 IV User Roles: BSA/BSA Delegates can give BCG Users administrative privileges by assigning user roles for a MID or CRID. User roles are not exclusive and each user can be given multiple. BCG BSA/BSA Delegates Administrative Access All Features and Manage Users Functionality Address Book Manager Manages a CRID s address book Report Manager Creates and manages a CRID s public saved reports and portions of reports BCG Users Subscription Manager Creates and manages a CRID s data feeds (subscriptions) Data Delegation Manager Manages data delegation for a CRID or MID Roles & Permissions Manager Assigns roles and permissions for a CRID or MID 35

36 EPS - Role Planning Within the BCG, USPS offers a user role hierarchy for companies to control access to their organizational data. The first BCG User for a CRID is granted BSA Access to all Core Services. BCG Service User Roles (at the CRID level) Each subsequent user must be approved for access to Core Services by the BSA (or the BSA Delegate). For planning purposes, the user that will be linking permits once Enterprise is established must have access (at any level) to Manage Mailing Activity, one of the Core Services. BSA BSA s or Business Service Administrators control user access to services within the BCG. BSA s are assigned to a unique service for a specific CRID. BSA s can be configured to control one or more services. BSA Delegate BSA s can promote users to the role of BSA Delegate. Once promoted, BSA s and BSA Delegates have co-control over the access to services. User Users have been granted access to BCG services but possess no administrator privileges. 36

37 EPS - Role Planning Enterprise is an Independent Service that is not granted until access has been specifically granted. CRID 1234 Identify which user for the CRID should become the BSA for Enterprise. This should be the person who will create your Enterprise Account(s) and manage access for all other users for the CRID BCG BSA/BSA Delegates BCG Users To allow flexibility within Enterprise, there are additional roles that may be assigned at the account level. Administrator All Manager features + the ability to manage users Manager Can view spend history and balances, manage payment methods, product/service linkages, and perform transfers and withdrawals Subscriber Limited read-only access to the notifications and reports within EPS. 37

38 USPS SKU Structure Each USPS Product and Service can be identified using a Stock Keeping Unit (SKU). Each digit, or group of digits within the SKU corresponds to product/service descriptors or rate ingredients to map directly to the appropriate price for the Product or Service. 38

39 USPS SKU Update Beginning December 8, 2018, USPS will post SKU files to PostalPro for download. 39

40 USPS SKU Update Users may select the File, Mail Class(es), Category/Categories, Effective Date, and File Format for download. 40

41 Online Fee Fee Type Fee Amount Periodicity Notes Payable via EPS? Imprint Application Fee $ 225 One time Yes FCM Presort $ 225 annual Yes USPS Marketing Mail Presort $ 225 annual Yes BPM Flats Destination Entry $ 225 annual (flats only) Yes BRM Application Fee $ 225 one time Yes BRM Annual Maintenace Fee $ 690 annual High Volume only Yes BRM bulk weighted average permit fee $ 225 One time Yes BRM bulk weighted average annual acct $ 690 annual Yes QBRM Annual Fee $ 690 annual High Volume only Yes QBRM Quarterly Fee $ 2,350 quarterly High Volume only Yes BRM Weighted Average Fee $ 1,155 monthly Yes Periodicals original entry $ 700 Coming Soon March 2018 Periodicals re-entry $ 80 Coming Soon March 2018 Registrations for new agents $ 80 Coming Soon March 2018 Shipper Paid Forwarding Fees $ 690 annual Coming Soon March

42 Online Fee 1. Logon to Gateway and navigate to Balance & Fees page via Mailing Services 42

43 Online Fee 2. Search for Your Permit 43

44 Online Fee 3. View Fee Details 44

45 Online Fee 4. Select Fees to Pay 45

46 Online Fee 4. Confirm Your 46

47 Online Permit Creation Customers may now create and pay for permits online, eliminating the need for paper forms 1. Login to the BCG 2. Select available EPS account for permit linkage 3. Select permit type 4. Select USPS location where you will be presenting mail for the permit 5. Review fee information 6. Review permit information 7. Create Permit 8. Pay for permit fee Eligible Permit Types Permit Imprint Metered Pre-cancelled Stamps Business Reply Return Services Shipping Products Note: Two forms of ID are required to be shown at Post Office before submitting first mailing. 47

48 1. Login to the BCG Online Permit Creation I. From the Welcome Screen go to Mailing Services -> Manage Permits (Go to Service) 48

49 1. Login to the BCG Online Permit Creation II. Select the desired business location where the permit will be created III. Select the Permit Creation tab -> Select Skip Intro, Create Permit button 49

50 Online Permit Creation 2. Select EPS Account for Linkage Use Existing Account Link and pay for permit using an existing EPS Account Create an Account Create a new EPS account to link and pay for permit Select Permit Only option if you do not want to link to an EPS Account 50

51 3. Select Permit Type Online Permit Creation Select the permit type you would like to apply. 51

52 4. Select Post Office Online Permit Creation 52

53 5. Review Fee Information Online Permit Creation 53

54 6. Review Permit Information Online Permit Creation 54

55 7. Create Permit Online Permit Creation Confirmation page will appear, user may select the Printer Friendly option to print. 55

56 8. Pay for Permits Online Online Permit Creation I. Select the checkboxes next to the fees you wish to pay with your EPS Account II. Click the Pay with EPS Account button to pay for fees 56

57 8. Pay for Permits Online Online Permit Creation III. A payment confirmation page will display 57

58 ACS Update Industry Alert sent 9/28 USPS to Resume ACS Billing. 58

59 Full Service % Calculation A edoc Submitter CRID s Full Service values and percentage are displayed on the edoc Submitter Mailer Scorecard. 95% eligible volume is calculated using the equation below CRID 1 CRID 2 Full Service Volume Full Service Eligible Volume Full-Service Eligible Volume is defined as First- Class Mail (FCM), Periodicals, and USPS Marketing Mail, cards (FCM only), letters, and flats meeting eligibility requirements for automation or carrier route prices (except for USPS Marketing Mail ECR saturation flats), and Bound Printed Matter presorted or carrier route barcoded flats CRID 1 CRID 2 59

60 Full Service % Calculation Qualified Full-Service mailings using the Full-Service ACS option receive free ACS notices through the Business Customer Gateway In order to be provisioned to the BCG, Basic ACS notices must: Be submitted in edoc by a CRID that has exceeded 95% for a previous calendar month. o Once CRIDs qualify, they will not be reevaluated Associate to an IMb in edoc Be a First-Class or USPS Marketing Mail piece Include a Full-Service or OneCode ACS STID in the IMb Bear a unique IMb Have accurate Mail Owner identification provided in edoc Contain a valid Mailer ID Have a 31 digit IMb 60

61 Move Update Metrics First Class USPS Marketing Mail All Classes Error Percent Error Percent Error Percent March 0.09% 0.23% 0.22% April 0.33% 0.37% 0.38% May 0.33% 0.32% 0.33% June 0.32% 0.31% 0.32% July 0.33% 0.31% 0.32% August 0.31% 0.36% 0.36% 61

62 Currently, 34% of Commercial Mail Volume is on Seamless Acceptance Seamless Update Benefits of Seamless: Standardized Acceptance & Verification Processes Longer Mail Production Cycles More Flexibility on the Release and of Mail 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 Sealing Trucks: No supervision of sealing trucks for mailers on Seamless and einduction. While einduction is a requirement of Seamless, there are some Seamless mailers that are not einduction who do need the sealing of trucks supervised. 62

63 Mailing & Shipping Solutions Center Helpdesk Process Flow Customer Initiates call MRC A.M. P.M. CST Customer placed in queue for immediate pickup Reassigned to next available clerk No Clerk available to answer within 18 sec? ServiceNow sends to customer that ticket was escalated ServiceNow sends to customer that ticket was closed with link to Survey Yes Call answered by available clerk Agent opens ticket in ServiceNow ServiceNow sends to customer that ticket was opened and will be resolved quickly Agent able to resolve call? No Yes Agent escalates call to tier 2 helpdesk Agent resolves call ServiceNow sends to customer that ticket was closed with link to Survey Tier 2 agent resolves call Agent provides customer with ServiceNow ticket number Tier 2 agent provides customer with ServiceNow ticket number 63

64 Mailing & Shipping Solutions Center Customer Experience Survey Q1 Overall, how satisfied were you with your experience contacting the Mailing & Shipping Solutions Center? Q2 What is the Reference Number (located in the USPS Mailing & Shipping Solutions Center you received) that is associated with this survey response? Q3 What specifically was the question or concern that brought you to the Mailing & Shipping Solutions Center? Q4 Did the Mailing & Shipping Solutions Center provide you with an acceptable resolution to your question or call? Q5 What can the Mailing & Shipping Solutions Center do to improve your overall experience? Q6 Are employees knowledgeable about postal products, services and systems? Q7 When calling or visiting the Mailing & Shipping Solutions Center, were you made aware of current or upcoming Postal Service promotions? Q8 Would you like to be contacted regarding your recent experience? 64

65 Mailing & Shipping Solutions Center Frequently Asked Questions How do I apply for Non-Profit Status with the Postal Service? What is the annual certification of PS Form 3526, Statement of Ownership, Management and Circulation? Where do I place the delivery address and issue date in my periodical? How do I update my Centralized Account Processing System (CAPS) account number or credit card number? What is the balance of my permit account? Where do I pay my annual fees? What are the mailing requirements to qualify for fee waivers or discounts? How do I deposit funds into my account and where do I go to make the deposit? How do I transfer money between accounts to pay for mailings? How do I obtain BRM Artwork? When preparing an EDDM mailing, what information is placed within the indicia and where on the mailpiece do I place the indicia? What are the size requirements for EDDM mailpieces? Where do I find information/requirement/benefits on various types of mail? 65

66 Mailing & Shipping Solutions Center Tier II Support FAST Helpdesk Informed Visibility (IV) MTR Helpdesk Automated Package Verification (APV) Helpdesk USPS Customer Care PostalOne! Helpdesk NCSC Customer Support esafe AIS BMA Certification Informed Delivery Package Service / evs ACS Helpdesk MDA Helpdesk Mailing Standards Specialists BME Managers or Supervisors 66

67 Mailing & Shipping Solutions Center Timeline 8/18 Launched Pilot 9/18 Survey Customers Analytics on Call Metrics workload, timeliness, quality 10/18 Begin national training of Mailing Requirements Clerks 05/19 Complete national training of Mailing Requirements Clerks 67

68 Polybag Update Polybag scenarios for Periodicals are supported for mailers using Mail.dat With the October 2018 patch, multiple copies of the same version can be placed inside a polybag without issues. Following features will continue to be supported: o o o o o Determine correct counts of subscriber vs. non-subscriber copies for downstream reporting, related to annual eligibility confirmation for Periodicals. Correct calculation and application of piece charges. Correct calculation and application of pound charges. Correct calculation and application of bundle charges. Correct application of the Preferred Price Discount. 68

69 Unused Labels A new portal allows mailers to create refund requests for packages that were manifested but were not mailed, or unused labels. There will be two options to submit within the new portal - submitting a text (.txt) file or manually enter (up to 200) Package Identification Codes (PICs) in a field box. You can now view the Federal Register Notice on federalregister.gov. Document Number: Effective August 1, 2018 mailers will have these two options to submit refund requests for unused labels. As of October 2018, almost 200 mailers had used the new functionality 69

70 USPS Package Platform The Package Platform will use package attributes captured on Package Processing Equipment (PPE) to automate pricing, verification, and invoicing of package products, beginning with Merchandise Returns Services Automated Pricing USPS mail processing equipment captures package attributes (weight, dimensions) evs emrs Automated Returns PC Postage Package platform uses attributes captured to individually price each package Postage Due Automated Returns Automated collected from Enterprise Account (EPA) upon package delivery Insight Near real-time notifications Online Reporting through Enterprise Push reports available through Informed Visibility subscription for insight into package-level data APV Package Platform Design Phase Test & Pilot Deployed 70

71 Package Platform Update APV Automated Returns Commercial Packages PC Postage/Outbound Parcel Return Service/Postage Due/EMRS/eGlobal Data Reporting Mailer Review Data Reporting Mailer Review Sampling Verify Price Pay Verify Price Pay Scan (TRP) Price (UPE) Pay (esas) Manage Account Manifest Scan Manage Account Manifest Census Scan Virtual Servers (VM) Only Suspect Shortpaid File Oriented (AFT) On Premise Containerization Census Cloud Containeri -zation Cloud SPLUNK Streaming Architecture (KAFKA) Upgraded MPE with scale and dimension capture Software Batch Architecture Architecture Processing Equipment New Streaming Architecture (KAFKA) Upgraded MPE with scale and dimension capture Upgrade PASS with scale and dimension capture Upgraded MPE with scale and dimension capture 71

72 Outbound Verifications The proposed verification modifications below were shared with the industry on Tuesday, October 2 nd. After updating based on feedback, an electronic copy will be shared to allow the industry to share with their stakeholders and collect additional feedback. Manifest Errors IMpb Verification Presort Verification Entry Validation Physical Attribute Verification Incorrect Packaging Content Audit Unmanifested Duplicates 72

73 MID Delinking Process has been implemented in existing evs program 120 day monitoring period beginning on the 1st of the month after delinking is requested Manifested within 120 days Original Master MID owner: 120 day period will start over and revert to the first of the month New Master MID owner: evs will contact the Child MID user informing them to discontinue usage of the Child MID and provide them processes to acquire a new Child MID to be associated to a new Master MID owner. Unmanifested within 120 days Original Master MID owner will be responsible for all charges evs will contact the Child MID user informing them to discontinue usage of the Child MID and provide them processes to enroll in evs/package Platform and acquire a new Child MID Unmanifested after 120 days If the unmanifested total for the month exceeds $50, evs will delete the unmanifested PICs from the Master MID owner and identify them in PostalOne! as associated to a delinked MID. Contacting Child MID user for payment. If the unmanifested total for the month exceeds $50 and the Child MID owner cannot be identified, evs will escalate the issue to the (evs Manager, HQ) who will notify the Inspection Service. If Mailing Activity does not occur within monitoring period: evs will delink the Child MID in PostalOne! and will notify the Master MID owner that the Child MID has been delinked 73

74 Publication 205 Updates List of upcoming Publication 205 updates to be made. Revised version will be posted following MTAC for feedback. Pub 205 Draft 74

75 Mail Piece Design Effective November 1, 2018, the Postal Service will launch a Mailpiece Design Evaluations and Approvals Knowledge Base in an effort to provide consistent and universal evaluations and approvals of mailpieces entered through Business Mail Entry Units (BMEUs). Upon approval of a mailpiece, customers are provided a ticket number. This ticket number along with an image of the mailpiece will be stored in the knowledge base. All Business Mail Acceptance employees have access to the knowledge base. When a customer enters mail at the BMEU they should provide the ticket number for the acceptance employee to validate. Mailpieces that have been assigned a case number by the Pricing and Classification Service Center (PCSC) will also be provided a ticket number and recorded in the knowledge base. Requests for mailpiece design evaluations and approvals should be requested through the MDA Customer Service Help Desk Support Center. The MDA Support Center hours of operation are Monday through Friday, between 8:00 AM and 5:00 PM CST. Phone: MDA@USPS.GOV. Mail Piece Design Knowledge Base SOP Evaluations and documented approvals for acceptance of mailpieces at BMEUs are included in the SOP: 75

76 Business Customer Gateway Future State Pilot Beginning December 1 st 76

77 Business Customer Gateway Future State Manage Account Dropdown Quick Access: Manage Your Account Information (phone, ) Select Your Favorite Services Request Access to Services Create & Edit CRID s Manage Your Users (BSA Actions) 77

78 Simplified BCG Services Mailing & Shipping Dropdowns User hovers over Mailing or Shipping to see list of services Services Organized By Function Shading Indicates Access o o Dark Text = User Can Access Shaded Text = No Access 78

79 New BCG Widgets Business Customer Gateway Future State 79

80 Enterprise Widget Access - Users must have access to the BCG-EPS service (any level) and Subscriber or higher access to the EPA # View Your Balance by Permit # or EPA # Permit Fee Alerts 80

81 Enterprise Widget If no users for the CRID have access to EPS, this message appears:.if one or more users have EPS access but the user in question does not, this message appears: 81

82 User must have access to Manage Mailing Activity (MMA) (any access level) to view the widget See Your Top 3 Errors edoc Submitter View Mailer Scorecard Widget 82

83 Recent Mailings Widget User must have access to Manage Mailing Activity (MMA) (any access level) to view the widget View 3-10 Recent Mailings Search By Submission Date or Statement Status 83

84 Accessing MQD through Informed Visibility Fact Sheet has been shared with TT25 and will be posted to PostalPro. 84

85 Accessing MQD through Informed Visibility All customers may now subscribe to Mail Quality Data (MQD) through Informed Visibility (IV) Task Team 25 continues to meet to discuss any discrepancies between the data provided and the Mailer Scorecard The following issues have been reported: ID Fix Date Description /23/2018 (RESOLVED) einduction Error Codes E28P1 and MEB are being re-classified as Mailer Errors, meaning they should be sent to MicroStrategy and Informed Visibility /13/2019 Undocumented (Seamless) - Currently, when a piece is scanned by an FS-IMD in a previous month and associates to a job in the current month that is later reversed, the scanned pieces are still included in undocumented invoicing for the current month. However, the pieces are not included in the Detailed Drills of the Mailer Scorecard nor are they provisioned through Mail Quality Detailed Data. Frequency: Only 1 occurrence in past 4 months (120 pieces) 7722 TBD MQD provisioning duplicate records across files. Batch process restarts generating multiple files which overprovisions duplicate records. Fix date has not yet been scheduled. Frequency: 0.83% of records are duplicated /13/2019 Undocumented (Seamless) - Root cause analysis underway for reported discrepancies between undocumented from MPE. Isolated incidents of discrepancies between the aggregate and detail on the scorecard that is mirrored in MQD. Frequency: 7 errors across two months 85

86 Accessing MQD through Informed Visibility All customers may now subscribe to Mail Quality Data (MQD) through Informed Visibility (IV) 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 86

87 Enterprise Provides: A self-service customer experience Centralized, online balance and account management Multiple payment types Flexible funding options Enhanced security features With Enterprise, Users Can: Pay for all products and services with one account Open permit and pay permit fees online Access intuitive and interactive online mailing reports Set up customizable data subscription options Enterprise Commercial Products + Services PO Boxes Address Quality Services Stamps/ Packaging Commercial Shipping Products Express Mail Corporate Accounts ACH Debit Enterprise System Trust Account FedWire ACH Credit Deposit at any RSS location Mobile Check Deposit 87