Postal Update: Release Modifications to Note

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1 Postal Update: Release Modifications to Note To give everyone an opportunity to log on, this presentation will start ~3 minutes past the hour. If you have a question, type it into the Questions box on the right. Questions will be answered at the end of the presentation.

2 Speaking Today Bob Schimek Sr. Director of Postal Affairs Satori Software Inc. Georisa Chang Marketing Promotions Specialist Satori Software Inc.

3 Agenda Monthly Updates of Presort Data PostalOne! and edoc HUB Entry Facilities USPS Plans for Invoicing Expanded Mailers Scorecard

4 What is Presort Data? Mail Direction File Zone Charts Delivery Statistics File Labeling Lists City/State File

5 Monthly Presort Data Schedule Presort data files published monthly First business day of the month AIS products will be the 15 th of previous month 30-day notification period followed by a 30-day transition window Software providers have five business days to publish data electronically Mailers will have ~three weeks of notification period 30-day transition window

6 New USPS Release Schedule 2014 Labeling List and Mail Direction File Schedule AIS Files, Publish City State Files*** (date available on EPF) Publish Date of Labeling List, Zone Matrix and Drop Ship Product, Files** City/State, Label List, Delivery Stats, Drop Ship Product, and Zone Matrix Begin Usage Date City/State, Delivery Stats, Label List, Drop Ship Product, and Zone Matrix Mandatory Usage Date City/State, Delivery Stats, Label List, Drop Accept 8125 of Old Ship Product, and Zone Address Matrix Expiration**** Release Cycle Types* 1 11/11/ /15/2013 1/1/2014 2/1/2014 4/30/2014 5/30/2014 ALL 2 12/16/2013 1/15/2014** 1/26/2014 FSS Labeling List/Drop Ship 3 2/10/2014 3/15/2014 4/1/2104 5/1/2014 7/31/2014 8/30/2014 ALL 4 5/12/2014 6/1/2014 7/1/2014 8/1/2014 9/30/ /30/2014 Major 5 7/14/2014 8/1/2014 9/1/ /1/ /31/ /30/2014 Minor 6 8/11/2014 9/1/ /1/ /1/ /30/ /30/2014 Major 7 9/15/ /1/ /1/ /1/ /31/2014 1/30/2015 Minor 8 10/13/ /1/ /1/2014 1/1/2015 1/31/2015 3/2/2015 Minor *Major = major changes to labeling lists (3-digits, 5-digits (schemes), Minor=tweaks to existing 5-digits (schemes) ** A special release of the zone chart matrix and drop ship product file will be available on January 2 and January 15 (respectively) to align with the January 26 price change. *** Intended usage to align with pre-sort directories ****Current through October 2014, expiration is based on current postal validations occurring. After October 2014, the expiration will be based off of mail induction.

7 Monthly Presort Data Schedule Any one data set will be valid for two months Three data sets will be available on any given month Notification data set (for mailing dates beyond the current month) Current active data set (for mailing dates this month or next) Expiring outgoing data set (no longer valid at the end of the month) It is no longer possible to presort 90 days prior to mail induction

8 USPS Release 7 USPS Release 6 USPS Release 5 Monthly Presort Data Schedule Overview August September October November December Notification (used for planning Sept or Oct mailings) Current data set Outgoing data set Notification (used for planning Oct or Nov mailings) Current data set Outgoing data set Notification (used for planning Nov or Dec mailings) Current data set Outgoing data set

9 PostalOne! Deployment and edoc August 24: Deployment Date September 7: Effective Date Transition Mail.dat 13-1 Mail.XML13.0 Mail.dat 14-1 Mail.XML15.0 Mail.dat 14-2 Mail.XML 16.0 Before Aug 24 Supported Supported Not Supported Aug 24 Sept 7 Mailing Date before Sept 7 Supported Mailing Date Sept 7 or After Sept 7 and later Only Updates to Prior mlgs Supported Supported

10 PostalOne! Deployment and edoc New Prices and Postage Statements Effective September 7 Political and Election Mail Support Expanded Parcel Support Standard Mail, Parcel Select Light Weight, and Priority Mail conversion of Mail.dat to Shipping Services file New Compliance Thresholds

11 PostalOne! Deployment and edoc Thresholds and Tolerances Category Unique trackable barcode (legacy or IMpb) ZIP+4 /destination delivery address in file Shipping Services file v1.6 or higher Jan 2014 Sept 2014 Jan % 99% 99% 93% 95% 98%* 90% 95% 97% *Must contain street address/11-digit DPV code by Jan 2015

12 NEW: HUB Entry Pilot Testing Nov 1, 2014 to Feb 1, Pilot Facilities: Southern CT, Southeastern PA, Manasota FL and Rockford IL 43 Facilities for Phase 1 Facilities being added to Mail Direction Files Only Cross Dock to Down Stream AO/DDUs

13 NEW: HUB Entry DSCF Discount Available DDU Pallet Restrictions Dock/Space Restrictions and Limited Hours of Operation Not applicable for FSS Zones

14 USPS Plans for Invoicing Invoicing Starts January 2015 using December Data

15 Expanded Mailer Scorecard

16 Expanded Mailer Scorecard 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.

17 Expanded Mailer Scorecard Full-Service Verifications: These verifications compare the edoc against the Full-Service preparation requirements for Full-Service mailings.

18 Expanded Mailer Scorecard Move-Update Validation: This validation will replace the MERLIN Move-Update verification for mailers providing more than 75% of their volume as Full-Service.

19 Expanded Mailer Scorecard Entry Point Validations: This validation checks the correctness of the Postal Service entry facility in the doc for mailers providing more than 75% of their volume as Full-Service.

20 Expanded Mailer Scorecard 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.

21 Q&A Upcoming Webinar Mail Movers on Post-Presort Software: An Insurance Policy Mailers Need Wednesday, August 20 at 11:00 AM Pacific Time Enter your questions in the box to the right. After the webinar you can contact Satori Support:

22 Thank You! We appreciate your time! Please take time to complete our short survey so we can continue to improve the quality of our webinars. Webinar recording and presentation slides will be available shortly and can be accessed here:

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