Business Customer Gateway 1 PCC Mailer’s Education Seminar Reno Nevada May 20, 2010 Business Customer Gateway Michael Hemphill CSG Direct, Inc

Business Customer Gateway 2 Agenda  The Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA

Business Customer Gateway 3 Access the Business Customer Gateway from USPS.COM® Gateway

Business Customer Gateway 4 The Gateway is the starting point to USPS services.  Easy access to Postal Service business offerings  A single username & password accesses multiple online services Gateway

Business Customer Gateway 5 The Gateway consolidates mailing activity workflow.  Maintain Company profile and permit information  Submit, View and Retrieve postage statement  Monitor postage statements transactions  Schedule mailing appointments  Manage Mailer IDs  Participate in the test environment Gateway

Business Customer Gateway 6 Business Service Service Description Manage Mailing Activity (PostalOne!)Manage Mailing Activity is comprised of PostalOne! features that supports eDoc (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information ServicesDescription Balance and FeesPermit owners the balance and fees due for permit and publication accounts Manage PermitsView of all permits linked to their account. BSAs have capability to link additional permits to business locations. Postal WizardMailer’s an online option to submit an electronic postage statement DashboardStatus of all electronically submitted mailings. Mailing ReportsMailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements. Mailer IDManage Mailer IDs Electronic Data ExchangeAccess to TEM to submit eDoc for Mail.dat and Mail.XML for test purposes, and Production environment downloadable software Manage Mailing Activity (PostalOne!) Manage Mailing Activity is the most requested service.

Business Customer Gateway 7 A new user signs up and meets the BSA.  Access –Services for a location –Business locations (company name at an address)  Activation –Requires a Business Service Administrator (BSA) - Key contact for a Business Location for the administration of the selected Service Approves and deactivates all user requests for Services at the business location Establishes the company locations where permits and Mailer IDs will be linked Gateway Login

Business Customer Gateway 8 Request Access Accounts: Access  Request access to additional services and business locations via the Request access link  Users have the option of having the BSA assign them additional Services and locations

Business Customer Gateway 9 Request Access Account: Locations  Select a location(s) for a service

Business Customer Gateway 10 New user has the option to assume the BSA role if they are the first to apply for the service at the business location Some Services require a Business Service Administrator (BSA)  System prompts the first user to become the BSA (should company-designated).  BSA agreement lists the Responsibility and Obligations and Terms & Conditions of Participation Login and New Accounts

Business Customer Gateway 11 New user has the option to assume the BSA role if they are the first to apply for the service at the business location Some Services require a Business Service Administrator (BSA) Login and New Accounts

Business Customer Gateway 12 User Access – BSAs Only  BSAs manage users for their Business Locations Business Services Administrator

Business Customer Gateway 13 Manage User Access Business Services Administrator  Revoke or Assign Accounts as BSA.

Business Customer Gateway 14 The Gateway landing page Site map is based on functionality  Account  Design & Prepare  Mail & Transport  Track & Report  Customer Support Gateway: Existing User

Business Customer Gateway 15 Agenda The Profile link  The Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA

Business Customer Gateway 16 Table of Contents Manage Permits  The Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA

Business Customer Gateway 17 Balance & Fees Manage Permits  Balance is displayed. Select the Fee Details icon to see the Fee information.

Business Customer Gateway 18 Manage Permits Permits are linked to the desired business location CRID BSAs can link additional permits under Manage Permits

Business Customer Gateway 19  Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA Agenda Design & Prepare

Business Customer Gateway 20 Intelligent Mail Services with RIBBS Design & Prepare

Business Customer Gateway 21 RIBBS provides the guides to the Business Customer Gateway and the Intelligent Mail program Customer Support  Domestic Mail Manual (DMM®)  A Resource Map to Intelligent Mail Documents  A Beginners Overview to Intelligent Mail Services  A Guide to Intelligent Mail for Letters and Flats  User Access to Electronic Mailing Information and Reports  Intelligent Mail Full-Service Mailer Check List  A Guide to Customer Supplier Agreements  eDOC Process: A Guide for CPP Customers

Business Customer Gateway 22 The Mailer ID Mailer ID  Component of the IMB that is used to identify Mail Owners and/or Mailing Agents.  Issued by the USPS to each Mail Owner and/or Mailing Agent or other service providers that request them Design & Prepare

Business Customer Gateway 23 Design & Prepare Mailer ID System  Mailer ID service must be requested

Business Customer Gateway 24 Business Service Service Description Mailer IDMailer Id supports all functionality associated with the management of Mailer IDs, including applying for a MID and managing an MID profile. MID System Features Feature Description Mailer ID SummaryMailer IDs that are linked to a business location Request a Mailer IDObtain a Mailer ID Manage Mailer ID ProfileManage data distribution for Full Service ACS and Start-The- Clock/Container Visibility information. Address BookStore data distribution recipient candidates for profile management. Delegate Mailer IDDelegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options. Mailer ID System

Business Customer Gateway 25 Design & Prepare Mailer ID Summary Landing page  MID Summary page displays MIDs that are associated to a business location –Address Book –Request MID –Data Profile –Admin (edit info) MIDs that are not displayed contact the Help Desk

Business Customer Gateway 26  Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA Table of Contents Mail & Transport

Business Customer Gateway 27  Centralized Account Processing System (CAPS) –Electronic postage payment system that provides business mailers a centralized payment method electronically (e.g. ACH Debit, ACH Credit and Fed wires). Takes user to CAPS site Sign-in page.  Customer Label Distribution System (CLDS) –Suite of electronic services designed exclusively for business mailers to order and manage label orders –Online alternative to the existing manual label order process.  Customer/Supplier Agreements (CSAs) –Defines mail preparation and entry for mailers and the postal plants where their mail is entered Must register (request access) to FAST Mail & Transport

Business Customer Gateway 28 Mail & Transport  Postal Wizard (PostalOne!) –Postal Wizard allows you to complete, print, save, and submit common forms used in the business mailing process. A direct link to the Dashboard will be implemented in May 2010 Postal Wizard = PostalOne!

Business Customer Gateway 29 Mail & Transport Dashboard (PostalOne!) - work flow management  submit and review jobs

Business Customer Gateway 30  Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  Business Services Administrator Table of Contents Track & Report

Business Customer Gateway 31  ADVANCE –The ADVANCE system is the in-depth method to track delivery and provide accurate information on the status of Standard Mail and Periodicals in-home delivery dates  Audit Mailing Activity (PostalOne!) –The Audit Mailing Activity service allows read-only access to its users for all data associated to the permits or USPS Publication Numbers linked to the account. The user may not submit or change mailing information on this type of account  Delivery Confirmation –Verify the date, time, ZIP Code™ of delivery, and whether the delivery was made, attempted, forwarded, or returned  Mailing Report –Confirm service provides near real-time tracking information about First-Class Mail®, Periodicals, and Standard Mail letters and flats Track & Report

Business Customer Gateway 32 Track & Report Mailing Reports

Business Customer Gateway 33 Track and Report Description Audit Mailing Activities (PostalOne!)Read-only access to the Mailing Reports included in the Manage Mailing Activity service. Manage Electronic Verification Activity (e-VS) e-VS allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files. Manage Electronic Return Activity (PRS) PRS is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels. Track and ConfirmConfirm service provides near real-time tracking information about First-Class Mail®, Periodicals, and Standard Mail letters and flats Track and Report

Business Customer Gateway 34  Gateway  Business Services –Accounts –Design & Prepare –Mail & Transport –Track & Report  BSA  Customer Support Table of Contents Customer Support

Business Customer Gateway 35 RIBBS provides the latest news on the Business Customer Gateway Customer Support

Business Customer Gateway 36