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Introduction to the
Mailer Scorecard
October 2014 There are four tabs on the
Scorecard:
Mailer Profile
Electronic Verification
eInduction
Seamless
Dashboard view of mailing activity
over a calendar month
Provide feedback on mail quality
Each mailing added to previous
mailings for current month,
resulting in a cumulative result
shown within 48 hours of
finalization
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v
1. Volume Information: Provides the count of
container, handling units, and pieces that were
provided in eDoc and included in the verification
results on this tab. Postage statement counts are
included on the Mailer Profile tab only.
2. Full-Service Verifications: These verifications
compare the eDoc against the Full-Service
preparation requirements for all Full-Service mailings,
regardless of the Full-Service mail volume.
3. Move/Update Validation: This validation will
replace the MERLIN Move/Update verification for
mailers providing more than 75% of their volume as
Full-Service.
4. Entry Point Validations:
This validation checks the correctness of the USPS
entry facility in the eDoc for mailers providing more
than 75% of their volume as Full-Service.
5. eDoc Nesting/Sortation Validations:
This validation checks the presort in the eDoc
against labeling lists and presort rules for mailers
providing more than 75% of their volume as Full-
Service.
Electronic Verification Tab
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2
3
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Full Service Verifications
• Full-Service Verification:
– Mailer ID, Service Type ID,
By/For, Barcode Uniqueness,
Entry Facility, Updated Co-
palletization Information
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Mailer Scorecard Fields
MID Container Errors: Number of Full-Service
containers where the Mailer ID portion of the electronic
documentation Intelligent Mail Container Barcode is
invalid or does not exist divided by total Full-Service
containers.
MID HU Errors: Number of Full-Service handling units
where the Mailer ID portion of the electronic
documentation Intelligent Mail Tray Barcode is invalid or
does not exist divided by total Full-Service handling
units.
STID Errors: Number of FS pieces where the STID in
the eDoc IMb is invalid, does not exist, identifies a Mail
Class that does not match the eDoc Mail Class, or
identifies a piece as basic when the piece was identified
as FS in the eDoc divided by FS pieces.
By/For Errors: # of FS pieces where the Mail Preparer
(MSP) or Mail Owner (MO) could not be identified due
to invalid MID, CRID, or Permit, the MO and MSP are
identified as the same entity, or the MO was used as an
MSP in the last 90 days divided by FS pieces.
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Mailer Scorecard Fields
Barcode Uniqueness Container Errors: Number of
FS pieces where the IMcb in the eDoc was used more
than once within 45 days of the Postage Statement
Mailing Date within the same job and CRID, across jobs
with the same CRID, or across jobs for any CRID
divided by total FS containers.
Barcode Uniqueness HU Errors: Number of handling
units where the IMtb in the eDoc was used more than
once within 45 days of the Postage Statement Mailing
Date within the same job and CRID, across jobs within
the same CRID, or across jobs for any CRID divided by
total FS HU’s.
Barcode Uniqueness Piece Errors: Number of FS
pieces where the IMb in eDoc was used more than once
within 45 days of the Postage Statement Mailing Date
within the same job and CRID, across jobs within the
same CRID, or across jobs for any CRID divided by
total FS pieces.
Entry Facility Container Errors: Number of containers
where the Entry Facility identified by the eDoc Locale
Key or Postal Code does not match the Entry Facility
retrieved from the Mail Direction File (MDF) or the
Facilities Database (FDB) divided by total FS
Containers.
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Mailer Scorecard Fields
Entry Facility HU Errors: Number of FS orphan HU’s
where the Entry Facility identified by the eDoc Locale
Key or Postal Code does not match the Entry Facility
retrieved from the Mail Direction File (MDF) or the
Facilities Database (FDB) divided by total FS orphan
HU’s.
Unlinked Copal Tray Errors: Number of trays/virtual
sacks marked for co-palletization at origin without
electronic documentation submitted to link the
tray/virtual sack to a pallet within 14 days divided by
total handling units.
Entry Facility Container Errors: Number of containers
where the Entry Facility identified by the eDoc Locale
Key or Postal Code does not match the Entry Facility
retrieved from the Mail Direction File (MDF) or the
Facilities Database (FDB) divided by total FS
Containers.
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October 2014
For Review Only
In Number Metrics view
Additional postage due displayed as
soon as threshold is exceeded
Becomes zero if error falls back
below threshold
Reflects the postage assessment
calculations that will be invoiced on
the 11th of the following month
$ amount reflects the removal of the Full-Service discount only for pieces that exceeded
one or more of the thresholds
Example:
Piece Barcode Uniqueness threshold is 2%
Calendar month ends and scorecard closes with a Piece Barcode Uniqueness error
percentage of 3%
Additional postage due is calculated by removing the Full-Service discount on the 1%
above the threshold
Electronic Verification Tab
Full-Service Verifications
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Postage Assessment
Generation
Postage Assessment
Receipt
Mailer Review Mailer Payment or
Dispute
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Move Update
• Census Move Update does the
following:
• Replaces the MERLIN PBV
process for mailers who prepare
more than 75% of eligible volume
as full-service
• Compliant method for meeting the Move
Update Requirement
• Performing address hygiene via
other move update methods
becomes optional for mailers over
75% full-service
• Mailer agrees to pay postage
deficiency assessments when the
threshold is exceeded for a given
month
• Move Update:
Postage Assessed for pieces
above threshold in July 2015
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Move Update
What’s Included
• Move Update are errors logged when:
A COA record is associated to electronic documentation
The later of the COA create date and COA effective date is between 95
days and 18 months of the postage statement finalization date
• The following are not included in Move Update:
Simplified Addresses
Foreign moves
Temporary moves (FS R19/November 2014)
Single Piece (January 2015)
Pieces associated to Legal Restraint mail owners (January 2015)
Census Move Update logs verification errors for aged COA records
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Move Update
Getting Data
• Change-of-Address (COA) data
Full-Service COA data is available at no charge
Download from PostalOne!
Subscribe to SingleSource ACS
• Move Update errors
Drill from Mailer Scorecard into the detailed data report to view up to 100
errors per mail owner and mailing
If additional data is needed above the cap, contact the PostalOne! help
desk to submit a data request
Move Update data is available through multiple data sources
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Using the COA error as an example, now we will investigate an error.
Drilling down to investigate an error:
1. Right-click on the eDoc Submitter name or Customer Registration ID (CRID)
2. Click “Drill”
3. Click “View Error Details by Error Type”
Right clicking on the name or CRID with
the blue hyperlink allows you to run
different reports.
NOTE: Left clicking takes you
directly to the first report listed:
View Error Details by Error Type
1 2 3
Mailer Scorecard
Investigate an Error
October 2014
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View Error Details by Error Type
Mail Quality Job Error Type
Drilling down to investigate an error (cont’d):
4. Choose Full-Service Electronic Errors.
Click Run Report. This will take you to the View
Error Details by Error Type report
5. Click on the Error Type you wish to view. In this
case, click on piece “Move/Update”
6. You will reach the Mail Quality Job Error Type Report. You can click on the Error Type
to drill down to the next level to view the error description.
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5
6
Mailer Scorecard
Investigate an Error, Cont’d
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Drill down to investigate an error (cont’d):
After clicking the Error Type (as illustrated on the previous slide) you arrive at the
Mail Quality Detailed Error Report, as shown below.
Report contains the error code, description, data and resolution action for the error
This report is also available directly from the Mail Quality reports folder
Enter Job ID or Mailing Group ID to get back all available errors
Mail Quality Detailed Error Report
Follow same drill down process to investigate other errors
Mailer Scorecard
Investigate an Error, Cont’d
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Error Counts by Mail Owner
Mail Owner/Mail Preparer Scorecard
To view a count of Move Update errors by Mail Owner, use the Mail Owner/Mail
Preparer Scorecard
Books Co
Clothing
Co
Boots Co
998899 998899 998899
X Mailing
Services
X Mailing
Services
X Mailing
Services
223344 101010 353535
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Error Details by Error Type Report
Drill from Mail Owner/Mail Preparer Scorecard
Information can also be viewed by drilling into the Error Detailed by Error Type
report from the Scorecard. This works for any error type on the Scorecard.
223344
101010
353535
Books Co
Clothing Co
Boots Co
998899
998899
998899
X Mailing Services
X Mailing Services
X Mailing Services
223344
101010
353535
Books Co
Clothing Co
Boots Co
998899
998899
998899
X Mailing Services
X Mailing Services
X Mailing Services
223344
101010
353535
Books Co
Clothing Co
Boots Co
998899
998899
998899
X Mailing Services
X Mailing Services
X Mailing Services
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Detailed Error Data Request Process Flow
1. Mailer contacts PostalOne! Help Desk and asks to receive all error data
2. PostalOne! Help Desk agent facilitates the mailer by filling out the Detailed
Errors Data Request Form
3. PostalOne! Help Desk agent logs remedy ticket and includes Detailed
Errors Data Request Form
4. PostalOne! Help Desk agent assigns Remedy ticket to Full Service HQ and
sends email to SASP_Func_Support@accenture.com
5. SASP support team completes send of data to mailer within 3 business
days
6. SASP team sends data to mailer via preferred method on the Detailed
Errors Data Request Form
7. Once data transmission complete to mailer, SASP assigns ticket back to
PostalOne! Help Desk
8. PostalOne! Help desk agent notifies mailer that data was transmitted
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Seamless
Entry
(3) Capture data
by handheld
scanner (FS-
IMD) at
acceptance or
induction
(1) Mailers submit eDoc
for all mailings, which will
include:
• Unique Barcodes
• Piece data provided
(2) Auto-finalize
postage statements
Seamless Acceptance
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2
3
Mail
Preparation
Submit
Mailing
Information
Mail Induction
& Scanning
Reconcile &
Report
(6) Detailed mail
quality reporting
(5) Compare data scans to
electronic documentation
(4) Capture data by Mail
Processing Equipment
(MPE) scans
1
The complete Seamless process is as follows:
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• Uses two set threshold levels:
Mailer Contact threshold – if errors exceed this, the Business Mail Entry Unit (BMEU)
contacts the Mailer and works with them to reduce errors
Egregious threshold – if errors exceed this, Business Mail Entry (BME) Acceptance
employees work with mailers to resolve issues, and additional postage charges may
apply
• Results compiled in reports accessible to Mailers and the USPS, provide high-
level monthly overview of mail preparation quality and allows Mailers and the
USPS to drill into detailed error information
Mail Verification:
Seamless Acceptance Verification and Reporting
Electronic Documentation
Sampling
Mail Processing Equipment
Have all the pieces
been paid for?
Are the pieces
addressed correctly?
Is the mailing prepared
correctly?
Undocumented Delivery Point
Weight, Barcode Quality,
Postage, Mail Characteristic,
Nesting/Sortation
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Seamless Acceptance
Requirements/Eligibility - Seamless Parallel
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Verifications
And
Thresholds
Mail Quality
Evaluation
Onboarding
Designated USPS personnel sets each CRID
unique business location to Seamless Parallel or
Acceptance using the Seamless Admin Page
eDoc validations trigger warning messages and
identify necessary changes to qualify for
Seamless Acceptance; USPS and Mailers
evaluate and improve their mail quality, business
processes, and software to Seamless
Acceptance quality standards
Mailers transition from Seamless Parallel into Seamless
Acceptance after one calendar month with below-threshold errors
Parallel uses both traditional and Seamless
Acceptance verifications to determine Seamless
Acceptance eligibility; verifications compared
against established egregious thresholds to
determine if Mailer can switch to Seamless
Acceptance
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• The Seamless tab provides an
overview of the verification
results, Indicates any
verification problems exceeding
an allowable threshold
• Only for mailers on Seamless
Acceptance or Seamless
Parallel
Mailer Scorecard
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Mailer Scorecard Verifications
• Seamless Acceptance verification results are compared against the
established Mailer Contact Threshold and Egregious threshold
Verification
Mailer
Contact
Threshold
Egregious
Threshold
Undocumented 0.5% 0.8%
Delivery Point 2% 5%
Nesting/Sortation (MPE) 1% 3%
Nesting/Sortation
(Sampling)
3% 5%
Mail Characteristic 0.1% 0.5%
Postage 2% 5%
Weight 3% 5%
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Postage Assessment (Invoicing):
Overview and Timeline
VAE is
responsible for
reviewing and
paying the
request due at the
end of the
calendar month
Mailers can
submit payment
or dispute
charges through
the review
process
Invoice reports
will be generated
for Full-Service
mailers 10 days
after the end of
the month;
Potential
postage
amounts can be
viewed
throughout the
month
Invoice email is
sent to
Verification
Assessment
Evaluator (VAE)
designated in
Business
Customer
Gateway
Invoice
Generation
Invoice
Receipt
Mailer VAE
Review &
Action
Mailer
Payment or
Dispute
Charging for Invoices starts:
Jan 2014 - Information Only
April 2015 - Electronic Verification
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October 2014
April 2015 USPS intends to make additional postage due amounts, payable
Additional postage due displayed as
soon as threshold is exceeded
Becomes zero if error falls back below
threshold
Reflects the postage assessment
calculations that will be invoiced on the 11th
of the following month
$ amount reflects the removal of the Full-Service discount only for pieces that exceeded
one or more of the thresholds
Example:
Piece Barcode Uniqueness threshold is 2%
Calendar month ends and scorecard closes with a Piece Barcode Uniqueness error
percentage of 3%
Additional postage due is calculated by removing the Full-Service discount on the 1%
above the threshold
Full Service Verifications:
Postage Assessment
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Full-Service Electronic Verifications
Another Example When Additional Postage is Due:
• Postage adjustments only occur if a particular error is over the
threshold:
Number of pieces in error over the threshold, times:
• $.003 for first class
• $.001 for standard class
• A piece will only be charged for a single error
• Example: 1,000,000 pieces mailed in the month with 6% error,
threshold is 5%, so the error amount being charged is 1% or
10,000 pieces:
10,000 pieces in error times $.003 = $30.00 additional postage
due
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Mailer VAE:
Receives Automated Invoice Notification Email
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• On the 11th day of the month, if postage is due, the Mailer VAE receives
automated invoice notification email
In the case that an invoice is generated, an email notification will be sent
to the designated VAE
The link on the automated email can be selected to access
gateway.usps.com
Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
Note: Other emails will be generated, depending on the status of the invoice, e.g., when it is be Paid, Pending Review, Closed,
Pending Action or Past Due.
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Mailer VAE:
(BCG) > Other Services >
Mail Entry Invoice Reports
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Alternatively, the Business Customer Gateway (BCG) can be accessed via
https://gateway.usps.com
Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
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Mailer VAE:
(BCG) > Other Services >
Mail Entry Invoice Reports
32Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
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Mailer VAE:
(BCG) > Other Services >
Mail Entry Invoice Reports
33Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
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Mailer VAE:
(BCG) > Other Services >
Mail Entry Invoice Reports
34Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
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Mail Entry Invoice Reports
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• The Mail Entry Invoice Summary Report (shown below) displays
the total postage due from FS Electronic Verification
• Reports will be generated when a threshold is exceeded across all
mailings submitted in the calendar month
Clicking on the “Impact from Full
Service Electronic Verification”
will take you to the Mail Entry
Invoice Detailed Report
Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
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Mail Entry Invoice Reports
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• The Mail Entry Invoice
Detailed Report, shown
below, provides a detailed
view of the invoice and
errors causing postage to
be due
• Assessable errors will be
those in excess of the
error threshold:
Errors under the threshold
will not be assessed
Errors over the threshold
will cause the removal of
the Full-Service discount for
the pieces in error over the
threshold
Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
39. ®
3939Mailer Sets Up VAE Account Mailer VAE Review Mailer VAE Action
Note: Other emails will be generated, depending on the status of the
invoice, e.g., when it is be Paid, Pending Review, Closed, Pending
Action or Past Due
Mailer VAE Action
[VO:] The following is a diagram showing the complete Seamless process. The process involves steps in:
Mail preparation
Submitting mailing information
Mail induction and scanning
Reconciliation and Reporting
Now, let’s dive deeper into the individual steps.
[V/O:] As we mentioned before, mail verification compares the eDoc to data gathered as the mail is being processed and sampled. USPS and Mailers can compare the mail quality to two established threshold levels, the Mailer Contact threshold and the Egregious threshold.
If errors exceed the Mailer Contact threshold, the Business Mail Entry Unit (BMEU) contacts the Mailer and works with them to reduce errors.
If errors exceed the Egregious threshold, Business Mail Entry (BME) Acceptance employees work with mailers to resolve issues, and additional postage charges may apply.
Results are compiled in reports accessible to Mailers and the USPS, provide high-level monthly overview of mail preparation quality and allows Mailers and the USPS to drill into detailed error information. These results can be used to answer key questions:
Have all the pieces been paid for?
Are the pieces addressed correctly?
Is the mailing prepared correctly?
[V/O:] Designated USPS personnel sets each CRID unique business location to Seamless Parallel or Acceptance using the Seamless Admin Page.
If a mailing uploaded to PostalOne! has an incorrectly populated eDoc, eDoc validations will trigger warning messages. Seamless Acceptance verifications will not trigger additional postage and auto-finalization will not occur during Seamless Parallel. USPS and Mailers to evaluate and improve mail quality, business processes, and software in order to prepare mail that meet Seamless Acceptance quality standards.
During Seamless Parallel, Mailers use both traditional and Seamless Acceptance and verification processes to determine Seamless Acceptance eligibility without disrupting normal operations. These verifications are compared against established Egregious thresholds to determine if a Mailer is able to switch to Seamless Acceptance without incurring penalties. The mailing will still proceed through normal processing, but USPS and Mailers will be able to identify necessary changes.
Mailers are transitioned from Seamless Parallel to Seamless Acceptance if they are able to maintain mail quality measurements below the Egregious threshold for error percentages for one calendar month.
[VO:] As previously mentioned, all of the verification results will be compiled onto the Mailer Scorecard.
There are four tabs on the Mailer Scorecard: Mailer Profile, Electronic Verification, eInduction and Seamless tabs. Each tab of the Scorecard provides a dashboard view of the results of the letter and flat mailing activity with the Postal Service over a calendar month. The results provide feedback on mail quality. Data for all mail sites are compiled and displayed on the scorecard. Each time a mailing is finalized by the system, the results are added to the previous mailings for the current month, resulting in a cumulative percent.
The Seamless tab provides an overview of the verification results, Indicates any verification problems exceeding an allowable threshold. Results on the seamless tab are split into two categories: verifications from MPE scans and verifications from sampling scans.
We will talk more in depth about this scorecard later on.