® Incentive Programs New Functionality December 6, 2010.

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Presentation transcript:

® Incentive Programs New Functionality December 6, 2010

® Agenda 1 Overview Enrollment Methods/Process Enrollment Requirements/Benefits Incentive Categories Questions

® 2 System Functionality for Incentive Programs Functionality will be released in a phased approach to help streamline and automate incentive activities Enrollment in Incentive Programs Communication between mailers & USPS Pre-qualification and post-qualification Tracking toward incentive goal Reconciliation Rebate process USPS is implementing system changes that will allow mailers to easily enroll in Incentive Programs and monitor progress. System changes will not fully deploy until Incentive Programs are initially targeted at Mailing Services (Letters and Flats).

® 3 Mailers able to enroll with online tool New system functionality will provide convenience to mailers. Online or eDoc Enrollment Visibility & Tracking Standardized Participation Enroll online and/or through eDoc. Enrollment method options vary based on the Incentive Structure. View enrolled incentives and the progress toward incentive target. Use assigned CRIDs and associated permits when enrolling in incentive programs

® Agenda 4 Overview Enrollment Methods/Process Enrollment Requirements/Benefits Incentive Structures Questions

® 5 Two enrollment methods Program Registration enrollment eDoc enrollment Each enrollment method comes with associated requirements as well as benefits for the mailer and USPS. Enrollment in Incentive Programs

® 6 Program Registration Enrollment Program Registration Enrollment Method * The mailer signs off on the rebate amount only if applicable. Some scenarios do not require formal sign off.

® 7 Program Registration Enrollment Step 1: Incentive Owner creates the incentive Product Manager identifies a sale opportunity and creates a specific Incentive Type (i.e. “Summer Sale”). Incentive Owner creates the incentive within Program Registration and establishes specific parameters (Incentive Structure, Incentive Start/End Date, etc). Once the incentive has been defined and activated, it will appear to the mailer within the Program Registration section of the BCG. Step 2: Mailer Enrolls in the Incentive Program Mailer links CRIDs & permits to the appropriate Incentive Program and enters qualifying data and contact information. Mailer identifies a primary business point of contact. Mailer indicates use of MSP. Step 3: Mailer is notified of Enrollment Status System and/or Incentive Owner qualifies the mailer for the incentive. Once Enrollment Status is updated (Pending, Qualified, Disqualified, Denied), Enrollment Status appears in Program Registration and the mailer receives an .

® 8 Program Registration Enrollment Step 4: Mailer and USPS agree upon threshold Mailer and USPS agree upon Mailer’s historical Volume or Revenue data. Step 5: Mailer submits mailings that include Incentive Type Mailer sees a listing of active Incentive Types in Program Registration. Technical Specifications include valid Incentive Types. Mailer includes Incentive Type and/or other variables in eDoc. Step 6: System calculates and tracks progress toward incentive System tracks mailers’ progress toward goal. Mailers are able to view their progress and status through new incentive-related reports. Step 7: At the end of mailing period, system calculates Pending Reward Amount System uses mailer data and business rules specific to Incentive Structure to calculate Pending Reward Amount. Step 8:Customer is notified of Pending Reward Amount An is sent to Mailer indicating Pending Reward Amount. Mailer signs off on Pending Reward Amount (if applicable), available for viewing in Program Registration.

® 9 Program Registration Enrollment Step 9: Customer requests Reconciliation or signs off on Pending Reward Amount Mailer signs off on Pending Reward Amount or requests Reconciliation in Program Registration. Step 10: System determines Final Reward Amount (based on customer sign-off or Reconciliation) If customer does not request Reconciliation, System sets Final Reward Amount to be the same as Pending Reward Amount. If customer requests Reconciliation, review process is conducted and System updates Final Reward Amount based on Reconciliation results. Step 11: Customer’s Permit Account is credited (may be CAPS Account) The appropriate permit account, which may be a CAPS account, is credited.

® eDoc Enrollment eDoc Enrollment Method

® 11 eDoc Enrollment Step 1: Incentive Owner creates the incentive Product Manager identifies a sale opportunity and creates a specific Incentive Type Incentive Owner creates the incentive within Program Registration and establishes specific parameters (Incentive Structure, Incentive Start/End Date, etc). Once the incentive has been defined and activated, it will be visible on the BCG Sign-on Page. Step 2: Mailer Enrolls in the Incentive through eDoc with Incentive Type Mailer includes Incentive Type on their eDoc Step 3: System creates enrollment record in Program Registration from eDoc Postage Statement System extracts CRID, Permit #, Permit Type and Incentive Type indicated in eDoc. System uses this information to create enrollment record for internal controls. Step 4: Mailer submits mailings that include Incentive Type Technical Specifications include valid Incentive Types Mailer includes Incentive Type value and/or other variables in eDoc.

® 12 eDoc Enrollment Step 5: System calculates and tracks progress toward incentive System tracks mailers’ progress toward goal. Mailers are able to view their progress and status through new incentive-related reports. Step 6: System post-qualifies customer at end of Incentive Period Incentive Owner qualifies customer and system updates Enrollment Status in Program Registration. Step 7: At the end of mailing period, system calculates Pending Reward Amount System uses mailer data and business rules specific to Incentive Program to calculate Pending Reward Amount. Step 8: System determines Final Reward Amount (based on customer sign- off or Reconciliation) System sets Final Reward Amount. Step 9: Customer’s Permit Account is credited (may be CAPS Account) The appropriate permit account, which may be a CAPS account, is credited.

® Registration differs based on the enrollment method Step 2a: Customer enrolls in Incentive via Program Registration Step 2b: Customer enrolls in Incentive via eDoc Customer enrolls in Incentive via Program Registration OR enrolls in Incentive via eDoc Enrollment record based on customer Customer Key  Permit Number  Permit Type  CRID  Incentive Type Assumptions:  Pre-qualification activities are executed for Program Registration enrollees before ICE is engaged

® Incentive Calculation Engine: Calculation & Data Feed ICE continuously calculates Incentive based on business rules Items in blue are optional depending on Incentive Type ICE cross-references customer data in ICE Mailer Tables with Customer Key to validate Incentive Type Look up Program Registration Incentive Owner Parameters  Threshold  Discount Percentage  Flat Discount  Tiers Calculation Results:  Pending Reward Amount  Reward Status  Volume  Total Revenue  Progress Percent  Mail Trend Reward Status and Pending Reward Amount are passed to Program Registration for customer viewing via the external pages Step 6: ICE continuously calculates Incentive based on business rules Step 7 : ICE Mailer Tables feed CDM for customer reports In Phase III  Mail Trend Progress Percent  Current Projected Baseline  Error Name  Error Description

® ICE processes rebate & accounts for reconciliation (if applicable)  ICE will recognize a customer’s Enrollment Status and Reconciliation Status from Program Registration and process rebate accordingly  ICE stores Pending Reward Amount as Final Rebate Amount if no reconciliation requested or allowed  ICE stores Final Reward Amount received from Program Registration if reconciliation activities were conducted  ICE updates a customer’s Reward Status  ICE sends Final Reward Amount* to PostalOne! ICE processes rebate & account for reconciliation (if applicable) Rebate is applied to customer’s permit account Incentive Calculation Engine: Rebate and Reconciliation

® Agenda 16 Overview Enrollment Methods/Process Enrollment Requirements/Benefits Incentive Structures Questions

® 17 Program Registration enrollment: Mailer enrolls through Program Registration section of the BCG. Requirements: Mailers link their CRIDs & permits to the appropriate Incentive Program, enter qualifying data and contact information. Mailers populate the Incentive Type field in eDoc. Program Registration Benefits: USPS can begin qualifying the mailers’ eligibility. Enrollees will receive communications on eligibility directly from USPS. Enrollees will also see basic volume and revenue numbers through PostalOne! reporting based on pre-confirmation of CRIDs/Permits. Enrollees will be able to track their progress toward an incentive goal with new incentive-related status in Program Registration. Mailers will be prompted to provide alternative contact information during the enrollment process. Someone other than the BSA can be listed. Enrolling through Program Registration comes with associated requirements and benefits for the mailer and USPS. Program Registration Benefits

® 18 This graphic is for illustrative purposes only. Mailers will enter alternative contact information and qualification data as well as manage CRIDs and payment accounts within Program Registration. Program Registration guides mailers through enrollment process

® 19 eDoc Enrollment: A select number of Incentive Programs do NOT require enrollment through Program Registration. The mailers can enroll simply by submitting eDoc. System captures the Incentive Type, CRID, Permit Number and Permit Type from the eDoc. eDoc Requirements: Mailer must populate the “Incentive Type” field in the eDoc. Note: The mailer will be able to view active Incentive Types within the Technical Specification. Postage Statement must fall within the Incentive Start/End Date. Mailer must meet the specific parameters of the given incentive. Mailer must provide proof of basic eligibility (when required) before incentive is awarded. *Note: eDoc requirements apply to mailers who enroll through Program Registration as well as those who enroll through eDoc. eDoc Enrollment

® Agenda 20 Overview Enrollment Methods/Process Enrollment Requirements/Benefits Incentive Structures Questions

® 21 System functionality will support the rollout of a variety of different incentives Below is a sample of the incentive structures that could be rolled out and supported by the new system functionality.

® 22 Below is a sample of the incentive structures that could be rolled out and supported by the new system functionality. System functionality will support the rollout of a variety of different incentives

® Agenda 23 Overview Enrollment Methods/Process Enrollment Requirements/Benefits Incentive Structures Questions