1  Move Update  Timeline & Project Status  Resources and Guides Update  Transitioning to Full Service  Business Customer Gateway  Training & Communications  Scope of November Release  Issues  Acceptance and Verification  IMB Placement  MERLIN Changes

2 Move Update®

3 ►November 2008, window for compliance reduced to 95 days ►November 2008, added Standard Mail ►Postal Service has fully deployed a system that accurately measures Move Update Quality

4 ►Initially deferred implementation date from November 2008 to May 2009 ►Further delayed implementation to January 2010 ►Existing Move Update requirements remain in effect

5 ►The USPS has been providing Move Update reports to Mailers ►Information leads to significant improvement in Move Update quality ►Three specific examples:

6 The USPS Collaboration with Mailers on Move Update has resulted in quality improvement Mailer QualityJan 18 – 31Mar 1 – 18 Mailer %3.47 % Mailer %11.54% Mailer %0% Quality Improvement

7 Data Source: Jan – Mar 2009 Error Rate

8 ►The data clearly indicates this is not an Industry-wide problem: –55% of all mailings have 5% or less errors –Nearly Two-Thirds are less than 10% –84% currently achieving threshold [30%]

9 Timeline/Project Status

10 JUNJULAUGSEPOCTNOVDECJANFEB CY 2008 Requirements MARAPRMAYJUNJULAUGSEPOCTNOV CY 2009 FY 2009FY 2008FY 2010 DEC Design Build 11/17 – 3/12 SIT 2/2 – 4/19, SASP, Confirm: 2/2 – 4/12 CAT 3/16 – 5/4 (SASP SIT/CAT overlap) Prep 4/27 – 5/8 Cut Over 5/8 – 5/10 Prep Price Chg Full Service Project Schedule Go Live 5/11 Change Control 5/4– Business Signoff / Acceptance 11/16/08 - P1! Release /19/09 - P1! Release /30/09 - P1! Release /10/09 - P1! Release /10/09 - Full Service Release 1 05/10/09 - Price Change 05/18/09 - Test Environment Mailers [TEM] 11/29/09 - Full Service Release 2 TEM 5/18 Rel 2

11 Deliverable Plan Lines and Milestones Past Due 77% complete vs. expected 79% There are 10 milestones past due as of 4/17/09. Key Upcoming Milestones: MID/CRID Data Migration and Cleansing Phase 1: 4/30 Hour-by-Hour Release 1 Deployment Schedule: 4/30 CAT Test Release 20 Complete: 4/30 Performance Test Execution Complete: 5/1 Release 1 Go-Live: 5/11

12 Total Scripts Scripts PlannedScripts ExecutedScripts Passed 1087 (100%) 1087 (100%) 1087 (100%) 1087 (100%) Systems Integration Test [SIT] is complete

13 Total Tests Total Tests Executed Planned Tests (To Date) Planned Tests Executed %87% CAT Execution Plan RETEST

14  Receive and Process Electronic Documentation » Postal Wizard » Mail.dat 09.1 (except Manifest mailings)  Support Customer Supplier Agreements  Provision Start-the-Clock for Mail.dat users  Provision Address Correction for Mail.dat users  Support Mail.XML Appointment Scheduling, Data Distribution and Miscellaneous Messages PostalOne! Release 20 Pre-Production Testing (CAT) Production Environment Test Environment 03/31 – 04/24/0905/11/0905/18/09

15  System Readiness  Identify and fix System Issues  Resource Readiness  Implement Learnings and Best Practices  Establish and Validate Tolerances  Refine Processes, Procedures  Mailer Readiness  Approval and Activation  Release 2 November 29, 2009 Intelligent Mail Program Evaluation May 2009 –Onwards

16 Resources and Guides Update

17 Ready, Set, Go! Resources Additional information about all of the topics covered in this presentation can be found on RIBBS™. Click on Intelligent Mail ® Services and then click on “Guides” as shown here. All of the supporting documentation references is shown under “Important Links”. Additional information about all of the topics covered in this presentation can be found on RIBBS™. Click on Intelligent Mail ® Services and then click on “Guides” as shown here. All of the supporting documentation references is shown under “Important Links”.

18 Ready, Set, Go! Resources

19 Name of GuideDescriptionInternet Link “A Resource Map to Intelligent Mail Documents” Lists all the documents, guides and source materials that you will need in transitioning to Intelligent Mail services. _guides/documents/tech_guides/Re sourceMapToIntelligentMail.pdf “A Beginners Overview to Intelligent Mail Services” Provides information on what Intelligent Mail services offer and require, Intelligent Mail barcodes and their benefits, the two service level options being offered, how to get started with the Intelligent Mail program and where to find additional resources to help you. _guides/documents/tech_guides/Be ginnersOverview.pdf “A Guide to Intelligent Mail® for Letters and Flats” Provides guidance on how to prepare your mail and electronic documentation and identifies the data that will be provided at no additional charge for Full-Service compliance. In addition, the Guide also describes what will be available in the first release of Intelligent Mail services. _guides/documents/tech_guides/Gu idetoIntelligentMailv5_10.pdf “ User Access to Electronic Mailing Information and Reports Guide” Provides information regarding access to PostalOne!, Mailer ID, Full Service Reports, Data Distribution Profiles _guides/documents/tech_guides/IM FullServiceOptionUserAccessRepor tGuidev1_ pdf Guides & Specifications

20 Ready, Set, Go! Name of GuideDescriptionInternet Link “Electronic Documentation and Intelligent Mail: Ready, Set, Go” Provides clear guidance on how to transition Intelligent Mail using either the Basic of Full-Service options. It also describes how to migrate from existing electronic documentation options to the new Full-Service capabilities. _guides/documents/tech_guides/eD ocandIntelligentMailReadySetGov1 _7.pdf “PostalOne! Mail.dat Technical specification” Provides detailed specifications for how to populate your Mail.dat 09.1 files to comply with the requirements for the Full-Service option. _guides/documents/tech_guides/M aildatTechnicalGuidev4_0.pdf _guides/documents/tech_guides/M aildatTechnicalGuidev4_0.pdf “PostalOne! Mail.XML Technical specification” Outlines the specifications for the messages used to send and receive data from PostalOne! Includes specifications for Full Service Feedback – Full Service ACS and Start-the-Clock ! l_guides/documents/tech_guides/P ostalOn XMLTechnicalSpecific ationv683Final.pdfhttps://ribbs.usps.gov/intelligentmai l_guides/documents/tech_guides/P ostalOn XMLTechnicalSpecific ationv683Final.pdf “Guide to Customer Supplier Agreements” Provides guidance on how to create a CSA. _guides/documents/tech_guides/Cu stomerSupplierAgreementGuide.pd f Guides & Specifications

21 Name of GuideDescriptionInternet Link “Specification for the Intelligent Mail® Barcode” This specification covers the Intelligent Mail® barcode used in the USPS mailstream. _mailpieces/documents/tech_guides /SPUSPS-B-3200E001.pdf “Specification for the Intelligent Mail® Tray Label and Intelligent Mail® Barcode” This specification contains the requirements for the preparation of 24-digit barcoded tray, flat tub, and sack Intelligent Mail® Tray Labels. _tray_label/documents/tech_guides/I MTL_24- Digit_SPECIFICATIONS_FOR_MAI LERS_(SPUSPS-L ).PDF “Specification for the Intelligent Mail® Container Label and Intelligent Mail® Barcode” This specification contains the requirements for the Intelligent Mail Container barcode, which is to be applied to Mailer generated container labels and is designed to be scanned at acceptance and at other points throughout transportation and processing _container_barcode/documents/tech _guides/IM_CONTAINER_BARCOD E_SPECIFICATIONS_(SPUSPS-B- 3215B001).PDF Ready, Set, Go! Guides & Specifications

22 Transitioning to Full Service Ready, Set, Go!

23 Migrating to Intelligent Mail Migrating to Basic Option ►Steps to Participating in Intelligent Mail® Basic option –Step 1: Review Guides and Specifications –Step 2: Acquire a Mailer ID –Step 3: Design and Validate Barcodes with Mail Design Analyst –Step 4: Move to Production Environment using Intelligent Mail Barcodes Ready, Set, Go!

24 Migrating to Full-Service Option ►Steps to Participating in Intelligent Mail® Full-Service –Step 1: Review Guides and Specifications –Step 2: Acquire a Mailer ID –Step 3: Design and Validate Barcodes with Mail Design Analyst –Step 4: Access Business Customer Gateway –Step 5: Design/Test Electronic Documentation –Step 6: Plan for Feedback –Step 7: Move to Production Environment Ready, Set, Go! Migrating to Intelligent Mail

25 Ready, Set, Go! Test Electronic Documentation ►Basic: Electronic Documentation is Optional ►Full-Service: Electronic Documentation Required –Postage Statement Wizard (< 10,000 pieces) –Mail.dat –Mail.XML (coming in November) ► Mailers Using Mail.dat 8-1 or 8-2 should continue to use these with the Price Change Release ►Full Service requires Mail.dat 9-1. Mailers can start testing 9-1 in the Test Environment for Mailers (TEM) on May 18

26 Ready, Set, Go! Test Electronic Documentation * Parallel Test Process Notification of BMEU Or BMS PostalOne! Help Desk Notification of Approval Onsite Review Transmission of Mail.dat files Parallel Test Review Migrate to Production Notification sent to Helpdesk Business Customer GATEWAY Mailer accesses Gateway - TEM

27 Business Customer Gateway

28 Ready, Set, Go! Online access to PostalOne! via Business Customer Gateway ►Existing Users will Migrate to Gateway –Logon using existing usernames and passwords –Services will mapped from roles they had previously in PostalOne! or FAST ►New Users will go online and gain access to PostalOne! via the Business Customer Gateway Business Customer Gateway

29 Customers of PostalOne! and FAST that logged in through the PostalOne! log on page between 3/30/2009 and 4/15/2009 had their Usernames & Passwords migrated to the Business Customer Gateway Those that didn’t log on but responded to the security question will be able to log on to the new Business Customer Gateway with their existing Usernames but will be required to change their passwords (Must have valid address to change password). Others will need to register Password Capture

30 Gateway services are mapped from the roles previously assigned in PostalOne! or FAST External Site Administrator role in the old PostalOne! system will transfer to Business Service Admin role 30 Usernames & Roles

31 ►Previously assigned roles in PostalOne! or FAST are renamed as a task ►The Manage Mailing Activity service is the combination of the old Preparer and Owner roles in PostalOne! –Includes Electronic Data Exchange (Mail.dat, Mail.xml, Postal Wizard,and Mailer Test Environment, Reports, Balance & Fees, and Permit Profile ►Preparer and Owner Roles have been re-mapped Business Service Administrator PostalOne! External Site Administrator Customer/Supplier Agreements FAST - CSAs Schedule a Mailing Appointment FAST Audit Mailing ActivityPostalOne! Owner Auditor View Mailing Induction Activity PostalOne! eDropship Manage Electronic Return Activity (PRS) PostalOne! PRS Manage Electronic Verification Activity (eVS) PostalOne! eVS Manage Mailing ActivityPostalOne! Mail Owner Manage Mailing ActivityPostalOne! Preparer New Gateway Service Request Previous System Role Request Role Mapping

32 ►Help Desk contacting customers to verify profile information Spot check Emphasis on multiple location / multiple user business customers Business Customer Gateway will be available for customer profile preview on May 8, 2009 Profile Preview Help Desk will be available to support customer profile issues. Contact the PostalOne! Help Desk at

33 Training and Communications

34 ►RIBBS Updates with Wealth of Information ►Guides & Specifications ►Weekly Updates to DMM Advisory ►Technical Webinars/ FAQs ►Customer Awareness Sessions ►Release Notes Updates ►National Postal Forum ►Symposiums: Two More Mailer Communication/Training

35 Schedule Monday, May 4 – Friday May 8, :00 – 4:00 PM, EST Monday – Thursday: MeetingPlace lines available - First come, first served Friday: WebEx lines available - First come, first served Mailer Technical Webinars PostalOne! ® through the Business Customer Gateway Announcement including links and phone numbers on RIBBS, Intelligent Mail Services, Latest News at Agenda: - Screen shots - Accessing PostalOne! - Accessing FAST® - Accessing Full-Service Feedback - and more!

36 Mailer Technical Webinars Schedule Mon. May 11 - Thur. May 14, :00 – 4:00 PM, EST MeetingPlace lines available - First come, first served Intelligent Mail® Full-Service Feedback Agenda: - Full-Service ACS Change-of-Address Records - Full-Service ACS Nixie Records - Start-the-Clock Summary Report - Container Visibility / Induction Scans - and more! Announcement including links and phone numbers on RIBBS, Intelligent Mail Services, Latest News at

37 ►Weekly Deployment Telecons with Area Marketing Managers, CSPA’s and IMB Coordinators ►Weekly Updates to BME ►Price Change and Technical Webinars ►BME Newsletter Updates ►Education Sessions with BME, Sales, BSN, Help Desk ►Detailed System Training –Bolger: April 15 – 16, Norman: April –Train-the-Trainer and key staff from every district ►Site Readiness USPS Communication/Training

38 Full Service Testing Update

39  PostalOne! has a data quality check that will not allow a mailer to document individual IMb on all copies within a single mailpiece.  Mailers would like to pay at NY using manual CPP payment process for some CPP jobs in a comail pool that include Full Service mailpieces  Mailers who use the CPP consolidated payment feature will not receive Full Service data until mail is paid for  PostalOne! does not allow flat Periodical Pending titles between 16 and 20 ounces  Incorrect validation for Ad Percentage Basis  Incorrect validation for zone on Bound Printed Matter  Multiple ways of calculating weights of a pallet. PostalOne!’s weight calculation does not match industry calculation  Mailing Date required on Mail.dat submissions  Physical Containers required in Mail.dat submissions Full Service Testing Update

40 Scope of November Release

41 Full-Service Price Changes –Price changes for Full-Service for Non-Profit & Regular Prices for All postage statements –Loose Supplements pricing Mail.XML eDOC Support –Postage Statements –Supporting Documentation Single Class Co-Palletization Support –Supports Co-Palletization of Flats and Letters for Mail.dat and Mail.XML –Provides electronic verification from original identity of containers to co-palletized identity –Co-Pal and Qualification Report Changes Additional Mail.XML Capabilities –Create and request Mailer IDs –Create and request Customer Registration IDs –Postage Adjustments Patches/Fixes November Release

42 Full Service Acceptance & Verification

43  Review Postage Statement and Mailers’ Account Accesses mailer’s account – check fees/funds, authorizations  Review Required Supporting Documentation Accesses search feature and displays Jobs Postage Statements and Register Qualification Report Additional documentation as required Identification of By/For relationship  Full Service – BMEU captures Start-the-Clock Selects the Job Arrival Time checkbox at the Job display screen  Full Service Process Steps Verification - Changes

44  Perform Cursory Review Inspect Mailing for Preparation Defects  Intelligent Mail® Device scan – Data Sampling 3 Pallets or Containers 5 Handling Units 30 Pieces (10 Pieces from 3 different Handling Units)  Determine Required PBV verifications Enter First Page of Postage Statement NO CHANGE  Full Service Process Steps Verification - Changes

45  FS Record FS Container Release Date/Time For DMU Verified / USPS Transported mail, once the mailing is cleared for dispatching use the IMD scanner to scan the containers (IMbc) ready for release Mailer transportation will require the appropriate clearance documentation Container release scans are not required on containers being transported by the mailer to USPS processing facilities Verification - Changes

46  FS Sampling May Trigger Subsequent Verification Procedures Subsequent Verification Procedures may Impact Prices  No Specific Price Impacts for FS mailings, non-compliance penalties may result in the Denial of Full Service benefits; Start-the-Clock information and/or, Container Visibility and/or, Free ACS information  Initial mailer non-compliance issues would be data integrity problems, either in the eDocumentation or on the Physical Mail Verification - Impacts

47 IMB Placement Automation Letter and BRM MTAC General Session April 2009

48  Effective July 6, 2009*  The Postal Service™ will be revising Mailing Standards of the United States Postal Service, Domestic Mail Manual (DMM®) and to implement a more liberal barcode placement standard for mailers printing a barcode in the lower right corner of automation letters or Business Reply Mail® mailpieces. IMB Placement Update

49  New Rule  Vertically, the barcode must be within the area between 3/16 inch and 1/2 inch, both measured from the bottom edge of the piece.  to increase the upper limit of the allowable vertical placement for a POSTNET or an Intelligent Mail barcode placed in the lower right corner of an automation letter or Business Reply Mail mailpiece to ½ inch from the bottom of the mailpiece.  provides an additional 1/16 inch of vertical clearance for mailers choosing to print a barcode in the lower right of automation letters or Business Reply Mail mailpieces. IMB Placement Update

50 MERLIN Changes May 2009 MTAC General Session April 2009

51 Merlin Updates Effective May 11, 2009 *  The Postal Service is revising the allowable tolerance for a MERLIN barcode readability verification to eliminate the 80 – 89% threshold.  When a MERLIN or manual barcode readability verification falls below the 90% threshold, additional postage will be assessed based on the difference between the automation prices and the non-automation prices for the total automation price pieces in the mailing.  The Postal Service is revising the process for mailers who request an appeal when a mailing processed on the Mail Evaluation Readability Lookup Instrument (MERLIN) or manual barcode verification falls below the acceptable tolerance for barcode readability verification.

52 Merlin Updates

53 Merlin Updates

54 May Merlin Updates  The Postal Service is also revising the process for appeals when a mailing processed on MERLIN or manual barcode verification falls below the acceptable tolerance for barcode readability verification  If an appeal is requested, the mailer must agree to pay for the Express Mail shipment (both to and from the PCSC) from their permit imprint or additional postage account.  Mailers will receive a refund for the Express Mail costs for any appeal upheld by the PCSC.  Mailers will not receive a refund when the PCSC denies an appeal. The PCSC will notify the mailer and the origin acceptance site of the results of the appeal and whether or not a refund is authorized.