October 2005 Periodicals Postage Statements in PostalOne!

2 Current CPP Publication & Mailing Flow 6. PCSC Reviews Register and Enters Consolidated PS Debits CAPS Account 6. PCSC Reviews Register and Enters Consolidated PS Debits CAPS Account 4. Publisher Adjusts weight & Advertising % 4. Publisher Adjusts weight & Advertising % (Optional: PAGE Verifies weight And Advertising %) 2. DMUs verify & change final weight (if required) 2. DMUs verify & change final weight (if required) 5. Publisher Responsible for Individual PS Register & Consolidated PS Sends data to PCSC 5. Publisher Responsible for Individual PS Register & Consolidated PS Sends data to PCSC PostalOne! ® 3. DMU finalizes Postage Data Mail Entered Sends Weight Sheets To PCSC 3. DMU finalizes Postage Data Mail Entered Sends Weight Sheets To PCSC 1. Publisher or printer sends Estimated Mail.dat (estimated weight, Ad%) 1. Publisher or printer sends Estimated Mail.dat (estimated weight, Ad%)

3 Proposed Publication & Mailing Flow 3. Publisher Adjusts Advertising % In PostalOne! 3. Publisher Adjusts Advertising % In PostalOne! 2. DMUs verify & change final weight (if required) in PostalOne! Postage Statements Entered To PostalOne! Via Mail.dat 2. DMUs verify & change final weight (if required) in PostalOne! Postage Statements Entered To PostalOne! Via Mail.dat (Optional: PAGE Verifies weight And Advertising %) 4. DMU Finalizes Postage Statements CAPS Account Debited Automatic Postage Statement At Issue Level (After All DMU Entry) 4. DMU Finalizes Postage Statements CAPS Account Debited Automatic Postage Statement At Issue Level (After All DMU Entry) PostalOne! ® 1. Publisher or printer sends Mail.dat (estimated weight, Ad%) 1. Publisher or printer sends Mail.dat (estimated weight, Ad%)

4 Proposal for New Process Step 1: Mail.dat for Verification and Payment Step 2: Update Final Book-Weight Step 3: Update Final Advertising % Step 4: DMU Finalizes Postage Statements Consolidated Postage at Issue Level Consolidated Postage at Segment Level Shorter Time Line

5 Proposal for New Process (cont.) Supplemental Mailings – Option 1 Supplemental Mailings – Option 2 Reversal of Segment Level Postage Adjustment to Issue Level Benefits

6 New Steps in PostalOne! Step 1 Mail.dat file is used for both verification and payment Step 2 Provide for DMU to change the weight of Postal Book Versions in PostalOne! Step 3 Provide for Publisher to change the Advertising % of Postal Book Versions in PostalOne! Step 4 Provide for DMU to verify and accept multiple Postage Statements Step 4 Calculate a Postage Statement consolidated at the Issue Level.

7 Step 1: Mail.dat for Verification and Payment Permit is at DMU finance number level Mail.dat is marked ready to pay. Mail.dat is used to verify mail Mail.dat data is used to construct Postage Statements Mail.dat contains correct –USPS No. = Title –Issue Name / Date –Postal Book Edition relationship to MPU ID Mail.dat may be submitted by Publisher or Agent (Printer or List House)

8 Step 2: Update Final Book-Weight Done by DMU Clerk Choice to update at MPU ID level or at Component ID level – push to equivalent Postal Books Measure tolerance to estimated weight from Mail.dat TM Message to DMU to re-weigh if outside the determined tolerance % as compared to the estimate

9 Step 3: Update Final Advertising % Done by publisher or agent. Update at MPU ID level or at Component ID level – push to Equivalent Postal Books Finalize Postage Statement for Payment

10 Step 4: DMU Finalizes Postage Statements Postage Statements from Mail.dat appear on DMU Dashboard. DMU Clerk may drill down on Consolidated at segment level statements to see details. DMU Clerk may select several statements together to verify. Verification is done at time of mail entry.

11 Step 4: Postage Statement Consolidated at Issue Level Standard naming convention for USPS number, and Issue Name/ Date Select Postage Statements based on same USPS number and Issue Name/ Date Calculate Consolidated Statement based on Statements at the Segment Level (used for payment). Make Postage Statement data available –At Issue Level –At Segment Level –At Edition/ Version and Entry Office Level

12 Current CPP Postage Statement Data Postage Statement –Consolidated at the Issue Level Payment –One Debit to the CAPS account

13 Proposed Postage Statements and Payments Postage Statement at Issue Level 1.Postage Statement at Segment 1 » PS for Edition 1 at entry office 1 » PS for Edition 2 at entry office 1 » PS for Edition 1 at entry office 2 » PS for Edition 2 at entry office 2 2.Postage Statement Segment 2 » PS for Edition 1 at entry office 3 » PS for Edition 2 at entry office 3 Payment: 1.Segment 1 debit to the CAPS account 2.Segment 2 debit to the CAPS account

14 Payment is at the Segment Level A segment represents a single presort The segment is defined a production run within the Job ID –Could be constrained by the number of possible MPU/C Relationships a machine can handle. The following will force a new segment –Mail out of presort order –A different Job ID –Separate Mail.dat files for separate DMUs. The consolidated Statement at the Issue level will include data from different segments and different Mail.dat files.

15 Consolidated Postage at Issue Level Detail Click Detail For Postage Statement Click Description For Next Level View of Data

16 Consolidated Postage at Segment Level Detail Click Detail For Postage Statement At Lowest Level of Data

17 Shorter Time Line New Compressed Timeline

18 Additional View for Supplemental Mailings If there were supplemental issues of May delivered in May, June and July a consolidated Postage Statement (PS) would give this view Consolidated PS for the May Supplemental Issue 1.Supplemental PS May Delivered in May 2.Supplemental PS May Delivered in June 3.Supplemental PS May Delivered in July Payment 1.Supplemental PS May Delivered in May 2.Supplemental PS May Delivered in June 3.Supplemental PS May Delivered in July

19 Supplemental Mailings – Option 1 Option 1: Do not re-calculate Consolidated at Issue Level 1 2 3

20 Supplemental Mailings – Option 2 Option 2: Re-calculate Consolidated at Issue Level Auto

21 Reversal of Segment Level Postage 1 2 Auto

22 Adjustment to Issue Level 1 2 Auto 3

23 Benefits PostalOne! automatically consolidates Postage Statements to Issue level. –Publisher or Agent does not need to do this. Postage Statement Detail (segment and entry level) available in PostalOne! Payment of postage when service is rendered. Postage is credited to the correct finance number. Easy to finalize weight percent. Easy to finalize advertising percent. Issue level information available to reconcile 3526 Statement of Ownership, Management and Circulation.