PostalOne! ® System Presented by:

2 Agenda What is Business Mail? What is the PostalOne! System? What Does PostalOne! Do? What Are the Benefits? How Can You Send Information? Facility Appointment & Shipment Tracking (FAST) Electronic Mail Improvement Reporting (eMIR) How Can You Get PostalOne! Access? Questions & Resources

3 What is Business Mail? Business mail includes all the ways mail is used to accomplish the goals of your business or organization Bills, invoices, catalogs, coupons, solicitations, newsletters, magazines, merchandise and advertisements in any quantity are just some of the items businesses & organizations mail every day

4 Retail Services Discount Services Online Services Who are you trying to reach? Establish an address list XXX What are you mailing? Design your mailpiece (size, shape, weight, and content) XXX How will you plan & complete your mailing? Meet minimum volume requirements X Choose a mailing service XXX Choose a postage payment method XXX Construct your mailpiece XX Sort your mail X Pay an annual mailing fee X Fill out a postage statement X Deposit your mail XX Mailing Services Choosing a Method for Mailing

5 Discount Mail A proven, cost-effective business tool Offers a lower price on postage for the work you perform Can accommodate a variety of business needs Gives your business or organization a professional image with customers Can promote your business or organization name through use of permit imprint, postage meter, or PC Postage technology Discount Mailing Services

6 Discount Mail Work you do, such as preparing, sorting, and entering your mailing, can lower your postage costs Requires annual mailing fee of $180 at each facility where you enter mail Optional aspects of a discount mailing (use of permit imprints, business reply mail, or mailing endorsements) may require additional fees Requires additional documentation be submitted with mailing to identify work share

7 What Is the PostalOne!  System? USPS Information Management System Supports business processes of the Business Mail Entry Unit (BMEU) [verifying, accepting & paying postage] for your bulk business mail Designed to transform the business mailing experience to an Internet (Web-based) process by offering a suite of electronic features & services Centralized payment processing Electronic document processing Online account & mailing information

8 PostalOne! ® Electronic Mailing Information Customers Automates Postage Payment Processing Presents Mailing Documents Provides Account Access & Mailing Information Facilitates Drop Shipment Scheduling What Does PostalOne! Do?

9 What Is Available? Available Features Electronic mailing documentation, automated postage statement processing & online account access Online account management & automated drop shipment processing

10 PostalOne! ® Mailing Information Customers Benefits Improved Service with Automated Processes Eliminates Hardcopy Paperwork Online Process Management: Mailing Activity Payments Plan & Schedule Mailing Quality Feedback Integrates Business Functions What Are the Benefits? Offers Centralized Payment Options

11 What Exactly Is Centralized Payment? Electronic postage payment system that provides a centralized, convenient, and cost-effective way to fund their account ACH credit/Fed wire (trust account) ACH debit Electronic alternative to presenting checks and cash for postage and fees at multiple post offices

12 How Can You Send Information? Structured approach to electronic documentation and postage that offers options for all mailers: Mail.dat ® File-based electronic exchange Web Services Form-based electronic exchange Postage Statement Wizard ® Postage statements online Allows Mailer to choose the one best suited for them Mail.dat ® Web Services PS Wizard PostalOne! ®

Mail.dat ® Mail.dat ® is an industry controlled specification managed by IDEAlliance, a non-profit organization that requires membership IDEAlliance provides governance necessary to “standardize” information protocols A comprehensive “supply chain” relational data file Normally used in high volume, complex preparation schemes

14 Mail.dat ® Process 2. Mailer presents mail to USPS ® 2. Mailer presents mail to USPS ® PostalOne ! ® Customer 1. Send original Mail.dat ® file 4. USPS ® performs MERLIN ® or manual verification 4. USPS ® performs MERLIN ® or manual verification 5. USPS ® validates deducts postage 5. USPS ® validates deducts postage 3. USPS ® accesses information on PostalOne! ® 3. USPS ® accesses information on PostalOne! ® 6. Data returned to mailer for online viewing 6. Data returned to mailer for online viewing 2. Send update Mail.dat ® file

15 Web Services USPS ® controlled specification that requires no fee for use Leverages mature XML technology Enables mailer to convert data outputs to electronic forms to submit to USPS ® Enables mailer to develop own browser “look & feel” Enables dynamic messaging to facilitate automating processes

16 Web Services Process 3. USPS ® accesses Information on PostalOne! ® 3. USPS ® accesses Information on PostalOne! ® PostalOne! ® Customer 1. Send PS Forms & Qualification Report 2. Mailer presents mail to USPS ® 2. Mailer presents mail to USPS ® 4. USPS ® performs MERLIN ® or manual verification 4. USPS ® performs MERLIN ® or manual verification 5. USPS ® validates & deducts postage (all domestic statements) 5. USPS ® validates & deducts postage (all domestic statements) 6. Message sent to Mailer that data is available for online viewing 6. Message sent to Mailer that data is available for online viewing

17 Postage Statement Wizard ® Online tool that allows access to USPS ® forms via any desktop browser Supports postage statements Complete form & submit online

18 Benefits Eliminates hardcopy Postage Statements Reduces wait times Provides access to financial & historical information Provides reports

19 Postage Statement Wizard ® Process Select a Form Select a Form Enter Permit User Information Mailing Characteristics Go to the Appropriate Section Submit Online Submit Online Complete Sections & Review Complete Sections & Review Note: The user can save work at any stage along the way. Note: The user can save work at any stage along the way. A B C D Etc. Present Mail to BMEU Present Mail to BMEU BMEU Accesses Information BMEU Accesses Information BMEU Accepts and Verifies BMEU Accepts and Verifies BMEU Deducts Postage BMEU Deducts Postage Log on to PostalOne! Log on to PostalOne!

20 FAST Facility Access & Shipment Tracking (FAST) Simplified Scheduling Processes Electronic options providing mailing information Improved Operational Efficiency When postal facilities understand customer requirements ahead of time, appointment slots can be offered based on capacity Encourages Timely, Accurate Appointments Mailers who provide accurate content details and arrive on time will have the widest selection of appointment slots

21 Replaces old hardcopy PS Form 3749 Web-enabled business process that: Identifies issues impacting efficient processing of business mailings Informs process owners of identified deficiencies and impacts to mailing efficiency Improves business processes through information management and reporting capabilities Electronic Mail Improvement Report (eMIR)

22 Accessing eMIR Provides visibility to mail owners/preparers with reported problems Log into PostalOne! ® Click on Reports and then click the link to eMIR Click Reports Click eMIR Link

23 Feedback & Resolution

24 Feedback & Resolution

25 How Can You Get PostalOne! Access? POSTAGE STATEMENT WIZARD (PSW) Mail Owner Mail Preparers Contact your local BMEU If you are a … Complete: 1357 – C Customer Request for Web Access Complete: Welcome Kit : * User agreement (i.e. participation, data exchange) * Site Administrator’s Designation Form * 1357-C Customer Request for Web Access BMEU will forward documents to the Area / District PSW Coordinators for processing

26 How Can You Get PostalOne! Access? Complete the online application and submit it electronically. PostalOne! ® Customer Care Center will process your application and send a Welcome Kit to the address you provide. Contact them at: 1- (800) Welcome Kit will contain additional forms requiring signatures Mail.dat / Wizard Web Service

27 Resources for Additional Information PostalOne! ® Mail.dat ® IDEAlliance Web Services Postage Statement Wizard ®

28 Questions?