1. Postal Customer Council
Seamless, eInduction and EPS
Presented by Janine Egloff, BMS Analyst
October 17, 2018

2. Standardized acceptance and verification processes
Benefits of Seamless acceptance
Standardized acceptance and verification processes
Improved feedback on business mail quality issues
Longer mail production cycles
Allows for preparation and payment flexibility

3. Electronic Documentation Mail Processing Equipment (MPE) Scans
Seamless Acceptance Overview
Seamless Acceptance automates and simplifies the entry, verification, and induction of commercial mail at both Business Mail Acceptance Units and Detached Mail Units (DMU)
Data collection points in the mail stream:
Mail enters the mail stream with minimal manual validations –validations are performed electronically post-induction
Electronic Documentation
Sampling
Mail Processing Equipment (MPE) Scans

4. Seamless Acceptance Requirements
Mailers must be able to meet the following requirements before transitioning to Seamless Acceptance:
90% Full-Service
Submission of eDoc
Unique barcodes
Participate in eInduction program
Seamless Parallel- demonstrate performance under all Seamless thresholds for 30 days
Available for First-Class Mail, Periodicals, Marketing Mail letters/flats and Bound Printed Matter barcoded flats

5. Finalize Postage Statement Feedback Provided Throughout the Process
Mail Preparation
Finalize Postage Statement
Mail Acceptance
Mail Processing
Mail Verification
Generate Reports
Feedback Provided Throughout the Process

6. Prepare mailings with unique barcodes and upload eDoc to PostalOne!
Mail Preparation Step
Prepare mailings with unique barcodes and upload eDoc to PostalOne!
Using the eDoc allows additional details to be provided at the piece level, which supports more detailed reporting
eDoc submitted using:
Mail.dat
Mail.XML
Postal Wizard
In Step One, Mail Preparation & eDoc Submission, mailers prepare their mail and submit eDoc to PostalOne!. Seamless Acceptance supports every type of mailing environments from a small volume simple mailing to a large volume prepare under a complex special Postage Payment System, which may mail over multiple days. PostalOne! Does not support the submission of manifest documentation. Under Seamless Acceptance mailers would no longer be required to present these documents separately. Use of permit imprint payment method requires a minimum of 200 pieces or 50 pounds for mailings. This is not required when a mailer submits eDoc that includes piece level details. eDoc allows additional details to be provided at the piece level, which can support the reporting that mailers have access to from the BCG.
Mail Entry & Payment Technology

7. Allows mailer to control the date the statement finalizes
Finalize Postage Statement Step
Postage Statements will auto-finalize on the mailing date that is included in the eDoc
Allows mailer to control the date the statement finalizes
If mailer is late with production and the Acceptance Employee is no longer on site, the mailer can still finalize the postage statement
Next, Finalize Postage Statement, USPS finalizes the postage statement generated from the eDoc to collect payment for the mailing. Under Seamless Acceptance, auto-finalization occurs on the mailers mailing date recorded in the eDoc. This allows the mailer to control the date the statement finalizes. Prior to Seamless Acceptance the mailer was limited to USPS Acceptance Employee availability to have the statement finalized on a specific date. With Seamless Acceptance if the mailer is late with production and the Acceptance Employee is no longer on site, they can still get the statement finalized later in the day.
Mail Entry & Payment Technology

8. Traditional Verifications are replaced by Seamless Sampling
Mail Acceptance Step
Traditional Verifications are replaced by Seamless Sampling
Seamless Sampling brings in randomization which makes the sample representative of the mailings presented during the month by the mailer
Mail is verified through the comparison of eDoc to scans from sampling (called sampling verification)
[VO:] The randomizer tool is critical to make sure that you are randomly picking a container from the mailer. A complete sample includes one container, three handling units from that container, and 30 pieces from the container (10 pieces from each handling unit). For mailings that do not have containers, the scanning device will allow you to skip the container sampling. The FS-IMD will provide you with instructions on how to collect the sample, and PostalOne! will provide you with information on how many samples to complete. PostalOne! uses the mailer’s quality from the last three months to determine how many samples are needed. Note that the sampling process is slightly different if you are pulling a container from the production line than if you are pulling a container from completed containers on the floor.
Let me see if I can break it down-Basically, it’s an automated system for mail. Automated = faster. Using electronic documentation from the mailer, the mail-entry process will/has become more simplified. This means that the commercial bulk mail does not have to be physically verified by a clerk anymore. Instead, the Intelligent Mail Barcode provided by the USPS will be scanned to verify that the proper postage is collected and that mail meets applicable acceptance thresholds.
The majority of the commercial mailers who are currently under Seamless (RRD, Pitney, etc) also transport their own mail to the SCF, NDC, etc. Those who are not active for Seamless usually have to wait for a DMU Clerk to come on-site and verify their mail.  This is a delay in the mailers eye and if they were on Seamless they could move the mail much faster. 
A DMU Clerk comes on site and has to perform at least 5/6 verification daily.  Under Seamless, the DMU clerk would have to perform no more than 1 or 2 verification and that could be weekly.
Mail Entry & Payment Technology

9. The data collected during randomized sampling is used to validate:
USPS MANUALLY collects piece attributes using handheld scanners by performing a random sample
The data collected during randomized sampling is used to validate:
Postage: Has to match the postage affixed specified in eDoc
Weight: Has to match the weight specified in eDoc
Mail Characteristic: Has to qualify as the type of mailing from the eDoc
[VO:] The randomizer tool is critical to make sure that you are randomly picking a container from the mailer. A complete sample includes one container, three handling units from that container, and 30 pieces from the container (10 pieces from each handling unit). For mailings that do not have containers, the scanning device will allow you to skip the container sampling. The FS-IMD will provide you with instructions on how to collect the sample, and PostalOne! will provide you with information on how many samples to complete. PostalOne! uses the mailer’s quality from the last three months to determine how many samples are needed. Note that the sampling process is slightly different if you are pulling a container from the production line than if you are pulling a container from completed containers on the floor.
Let me see if I can break it down-Basically, it’s an automated system for mail. Automated = faster. Using electronic documentation from the mailer, the mail-entry process will/has become more simplified. This means that the commercial bulk mail does not have to be physically verified by a clerk anymore. Instead, the Intelligent Mail Barcode provided by the USPS will be scanned to verify that the proper postage is collected and that mail meets applicable acceptance thresholds.
The majority of the commercial mailers who are currently under Seamless (RRD, Pitney, etc) also transport their own mail to the SCF, NDC, etc. Those who are not active for Seamless usually have to wait for a DMU Clerk to come on-site and verify their mail.  This is a delay in the mailers eye and if they were on Seamless they could move the mail much faster. 
A DMU Clerk comes on site and has to perform at least 5/6 verification daily.  Under Seamless, the DMU clerk would have to perform no more than 1 or 2 verification and that could be weekly.
The random sampling process with statistical controls confirms that the monthly samples are, indeed, representative of the overall mail population. Statistical significance ensures that the sample size is large enough to represent the population of mailings over the month AND that the error rate from samples is large enough to distinguish itself from noise caused by the environment, differences in equipment, and differences in personnel. Statistical significance is applied to an entire verification.
*This information CANNOT be obtained electronically

10. Mail Processing Categories Eligible
Mail Characteristics
Non-profit Eligible
Organization is not organized for profit
None of the organization’s net income is intended to benefit any individual or private stockholder
Mail Classes Eligible
First-Class Mail
Periodicals (formal authorization needed)
USPS Marketing Mail
Mail Processing Categories Eligible
Letters
Cards
Flats
Mail Characteristic errors are calculated using a Postage Assessment Factor (PAF)
[VO:] The randomizer tool is critical to make sure that you are randomly picking a container from the mailer. A complete sample includes one container, three handling units from that container, and 30 pieces from the container (10 pieces from each handling unit). For mailings that do not have containers, the scanning device will allow you to skip the container sampling. The FS-IMD will provide you with instructions on how to collect the sample, and PostalOne! will provide you with information on how many samples to complete. PostalOne! uses the mailer’s quality from the last three months to determine how many samples are needed. Note that the sampling process is slightly different if you are pulling a container from the production line than if you are pulling a container from completed containers on the floor.
Let me see if I can break it down-Basically, it’s an automated system for mail. Automated = faster. Using electronic documentation from the mailer, the mail-entry process will/has become more simplified. This means that the commercial bulk mail does not have to be physically verified by a clerk anymore. Instead, the Intelligent Mail Barcode provided by the USPS will be scanned to verify that the proper postage is collected and that mail meets applicable acceptance thresholds.
The majority of the commercial mailers who are currently under Seamless (RRD, Pitney, etc) also transport their own mail to the SCF, NDC, etc. Those who are not active for Seamless usually have to wait for a DMU Clerk to come on-site and verify their mail.  This is a delay in the mailers eye and if they were on Seamless they could move the mail much faster. 
A DMU Clerk comes on site and has to perform at least 5/6 verification daily.  Under Seamless, the DMU clerk would have to perform no more than 1 or 2 verification and that could be weekly.
The random sampling process with statistical controls confirms that the monthly samples are, indeed, representative of the overall mail population. Statistical significance ensures that the sample size is large enough to represent the population of mailings over the month AND that the error rate from samples is large enough to distinguish itself from noise caused by the environment, differences in equipment, and differences in personnel. Statistical significance is applied to an entire verification.
Mail Entry & Payment Technology

11. Minimum requirements to statistically validate PAF
Postage assessment factor (PAF) Overview
Minimum requirements to statistically validate PAF
BMEU Mailers
At least 600 pieces sampled and at least 6 days represented in the volume
If the sample does not meet these requirements, a PAF will be forgiven
Other Mailers
Requirements modified to 400 pieces sampled over at least 5 days
Method to apply an error rate determined from handheld scanner samplings to the entire population of mailings within a calendar month
Designed to evaluate and interpret trends in mail preparation quality
Random sampling process uses statistical controls to confirm monthly samples are representative of overall mail population
Statistical significance ensures:
Sample size is large enough to represent the population of mailings over the month
Error rate from samples is large enough to distinguish itself from noise caused by the environment, differences in equipment, and differences in personnel

12. Included Verifications
Postage assessment factor (PAF) Types
If a verification exceeds a threshold, the mailer may be charged additional postage
PAF Type
Included Verifications
How is it assessed?
PAF Threshold
Mail Characteristic
Nonprofit status
Across all volume from a mail owner/eDoc submitter combination in a calendar month
1.05
Mail class
Mail processing category
General
Postage
Across all volume from an eDoc submitter in a calendar month
Weight
[VO:] Verifications using Postage Adjustment Factors Postage Adjustment Factor (PAF) is a method to apply an error rate determined from samples to the entire population of mailings within a calendar month. Mailers may be assessed for additional postage when a PAF metric exceeds a PAF threshold for calendar month.
There are two PAF types: General and Mail Characteristics. The General PAF is used for errors in Postage and Weight verifications. The Mail Characteristic PAF is used for errors in the processing category, mail class, Nonprofit eligibility, and content.
Mail Entry & Payment Technology

13. Calculated by the following equation:
Mail Characteristic Postage assessment factor (PAF)
Calculated by the following equation:

14. Mail Processing Step
Electronically collect mailing information using scans from Mail Processing Equipment (MPE)
Mail is verified through the comparison of eDoc to MPE scans called census verification
Mail Entry & Payment Technology

15. Mail Processing Equipment (MPE) scans all Intelligent Mail Barcodes (IMb) collecting data needed for 2 validations:
Undocumented Piece: Scanned IMb must be found in the eDoc that has an associated finalized postage statement
Nesting/Sortation: Piece scanned must be nested in a the tray or bundle that was identified in eDoc
[VO:] In Step Four, the mail is processed for delivery. As the mail runs across processing equipment, such as a Flats Sequencing System (FSS) [say “F” “S” “S” ] or Combined Input Output Subsystem (CIOSS) [say “Sigh-Ohz”], the MPE scans the IMb and sends information about where the mailpiece was, when it processed, and what operation it was run on to Seamless Acceptance. Using information from the MPE for verification allows Seamless Acceptance to check almost every mailpiece for quality problems.

16. Compare manual and electronic sampling data to eDoc information
Mail Verification Step
Compare manual and electronic sampling data to eDoc information
Validation results sent to Mailer Scorecard for reporting purposes
Mailer Scorecard provides insight to possible mail quality or preparation issues
Reporting is trend based to provide mailer opportunity to improve mail preparation during the month
In Step Five, Mail Validation, mail is verified automatically, based on data collected from eDoc, manual sampling, and MPE. The results of these validations against Seamless Acceptance criteria are sent to the Mailer Scorecard for reporting purposes. The results of the verifications are compiled over a calendar month and displayed on the Seamless tab of the Mailer Scorecard, which indicate if there are significant mail quality or preparation issues. These validations which are trend based allow the mailer to correct their processes throughout the month. This allows a mailer to improve their overall mail quality by adjusting internal processes based on previous errors. eDoc Submitters, Mail Preparers, and Mail Owners have access to this data based on how it is represented in the eDoc.
Mail Entry & Payment Technology

17. MPE or Census error types
If a verification exceeds a threshold, the mailer may be charged additional postage
Error Type
How is it assessed?
Threshold
Undocumented
An Undocumented piece error is logged when a piece cannot be associated with a valid eDoc submission over the past 45 days. This error is logged at the piece level
0.3%
Nesting/Sortation (MPE)
A Nesting/Sortation (MPE) error is logged when the piece scanned is nested in a different tray or bundle than the tray or bundle that was identified in eDoc 1%
[VO:] Verifications using Postage Adjustment Factors Postage Adjustment Factor (PAF) is a method to apply an error rate determined from samples to the entire population of mailings within a calendar month. Mailers may be assessed for additional postage when a PAF metric exceeds a PAF threshold for calendar month.
There are two PAF types: General and Mail Characteristics. The General PAF is used for errors in Postage and Weight verifications. The Mail Characteristic PAF is used for errors in the processing category, mail class, Nonprofit eligibility, and content.
Mail Entry & Payment Technology

18. Access Mailer Scorecard
Access the Mailer Scorecard via Business Customer Gateway (BCG): 1 2 OR
[VO:] In contrast to Acceptance employees, mailers access the Mailer Scorecard through the Business Customer Gateway (BCG) [say “B””C””G”]. Mailers will know they’ve successfully logged in when they see the welcome bar on the left side of their screen and their favorite services on the right of their screen.
In the BCG, there are two ways to access the Mailer Scorecard. On the left of the screen the mailer clicks on Mailing Services, then Mailing Reports. Otherwise, if Mailing Reports appears on the right under favorites, then the mailer can click on that. Either method gets you to Step Three shown at the bottom of this page. Next, select “Mailer Scorecard.”
Now, the mailer will select if they are an eDoc Submitter or Mail Owner/Mail Preparer, and we will now walk through how both you and the mailer would run the Mailer Scorecard report, as the steps from here are the same for both internal and external users. 4 3

19. Provides view of reports at anytime at a drilldown level
Generate Report Step
Results are sent for reporting purposes and available on Mailer Scorecard
Provides view of reports at anytime at a drilldown level
Finally, in Step Six, Generate Reports, reporting is available so mailers can evaluate their own mail quality. The data is summarized on the Seamless tab of the Mailer Scorecard. The Mailer Scorecard displays to the mailer if they are exceeding any established thresholds for the Seamless metrics.  The reports allow the mailer to drill to view details that can be useful to investigate errors that have been reported.  Since Seamless Acceptance is trend based it allows the mailer to improve their overall mail quality by adjusting internal processes based on previous errors.
Mail Entry & Payment Technology

20. eInduction
Program Overview

21. eInduction Overview
eInduction leverages Full Service to simplify induction of mail and allow for greater management through improved visibility
eInduction mail shipments enter facilities at Origin and Destination entry points without the need for paper forms and go through a series of verifications to ensure each container has
Been paid for
Been paid at the correct rate
To participate in eInduction mailers must
Prepare and submit an eDoc using Mail.dat, Mail.XML, or Postal Wizard Software
Activate their CRID in PostalOne!
Use IMcb placard barcodes
Flag all eInduction containers in eDoc

22. eInduction Overview: Purpose
eInduction allows USPS to determine if PVDS containers are paid for and shipped to the correct facility without the use of paper 8125/8017 forms. It provides the following benefits:
Improved Controls
Scan data, instead of paper records, is used to determine postage payments
8125/8017 paper forms no longer need to be verified and signed off by induction personnel (for eInduction containers)
Elimination of Paper Process
So, what is eInduction? eInduction allows USPS to determine if PVDS containers are paid for and shipped to the correct facility without the use of paper 8125 or 8017 forms. eInduction provides several benefits. First, it improves SOX controls by using scan data from the SV-IMD to determine postage payments instead of paper records. Second, it eliminates the use of paper since 8125/8017 forms no longer need to be verified and signed off by induction personnel for eInduction containers. Third, it streamlines the induction process. With eInduction, each barcoded container is treated separately. If the container is scanned as “Expected”, it can be moved directly to processing.
Streamlined Induction Process
With eInduction, each container is treated separately where if it is scanned as Expected, or on the Container Manifest Report, it can be moved directly to processing

23. eInduction Overview: Process
System interactions between PostalOne! and the SV-IMD or Container Manifest Report
Containers are flagged as eInduction in electronic postage statements
The SV-IMD collects container data and compares it to data in the eDoc
At Non-SV locations data is collected as the mail moves along mail processing equipment
The systems perform validations on the container (entry point discount; mis- shipped; etc.)
Better determine if mailers qualify for the discounts claimed
A list of validations is included in the Appendix
The eInduction program works because of system interactions between PostalOne! and the SV-IMD
Mailers mark containers as eInduction in their electronic postage statements (eDocs)
When the container arrives at a drop shipment facility the SV-IMD collects container data and compares it to the data submitted in the eDoc
The interaction allows the systems to perform multiple validations on the container (entry point discount; mis-shipped; etc.) instead of just checking that the container has been paid for
Allows the USPS to better determine if mailers qualify for the discounts claimed
A list of validations is included in the Appendix

24. BME PVDS Key Terms
Non-eInduction Shipment – A drop shipment that contains no eInduction containers
Mixed Load – A drop shipment that contains both eInduction and non-eInduction containers
100% eInduction Shipment – A drop shipment that contains only eInduction containers
Slide with voiceover
Throughout the course we will use several key terms related to PVDS. It is important for you to understand what these terms mean, as we will not define them each time they are used. As previously mentioned, there are 3 variations a mailer may use to present mail at a drop shipment facility: non-eInduction; mixed load; or 100% eInduction.
(click) A non-eInduction shipment is a drop shipment that contains no eInduction containers. For this type of shipment all containers must be accounted for on paper 8125/8017 documentation.
(click) A mixed load is a drop shipment that contains both eInduction and non-eInduction containers. All non-eInduction containers must be accounted for on paper 8125/8017 documentation. However, the total of containers in the load will be greater than the containers on paper documentation because eInduction containers are not included on paper forms.
(click) A 100% eInduction shipment is a drop shipment that contains only eInduction containers. For this type of shipment there will be no paper documentation from the mailer or driver.

25. Dock eInduction Overview: Process
Site Process
Key Points:
The SV-IMD will be used to the complete appointment process: arrival; unloading; container reconciliation; appointment irregularity notations; and appointment closeout
Dock clerks will no longer check an 8125 for eInduction containers
If a container scans at Not Expected, the dock clerk will follow the resolve the container’s status via the FAST Helpdesk before returning it to the mailer

26. Dock eInduction Overview: Process
At SV facilities all containers are scanned with the SV-IMD
eInduction containers are accepted or rejected based on the message from the SV-IMD
Containers that do not scan as accepted will need to be resolved via the FAST Helpdesk before they are accepted or rejected
eInduction containers are not accepted based on paper 8125 forms
Removes the need to review critical fields on 8125 forms
Container reconciliation is based on SV-IMD and FAST Helpdesk procedures, not by comparing counts on the 8125
Accept
Not Expected
Duplicate
Mis-Shipped

27. eInduction Assessable Metrics
Container not listed on finalized postage statement
Container listed on eDoc but not paid for
Multiple containers utilizing the same bar code in a 45 day period
Container inducted at a location other than what was listed on the eDoc
Incorrect Entry Point Discount was claimed on the eDoc
Incorrect Zone discount claimed on eDoc
Undocumented
Payment
Duplicate
Misshipped
Entry Point Discount
Zone
Description
eDoc
Verifications
Thresholds 0% 0%
.17%
1.05%
eInduction goes through the following verifications to ensure mailings meet certain established standards of quality:
Each verification is assigned a threshold for the amount of mailing requirements that must be validated during the month. There are six requirements that must be validated to ensure mailings meet the appropriate standards:
Undocumented
Payment
Duplicate
Misshipped
EPD
Zone
.05%
.01%

29. Postal Customer Council (PCC)
Enterprise Payment System

30. BEFORE AFTER Enterprise Payment System Commercial Products + Services
Post Office
PO Boxes
Post Office
PO Boxes
Address Quality Services
Address Quality Services
NCSC
Enterprise Payment System
Stamps/
Packaging
NCMS
Stamps/
Packaging
Commercial Shipping Products
Commercial Shipping Products
CAPS
Express Mail Corporate Accounts
Credit Cards
Express Mail Corporate Accounts

31. Why EPS? Pay for all Products and Services with one account
Manage accounts online
Establish permits online
Manage postage spent
Convenient payment options

32. Commercial Mailings Legacy
Commercial Products + Services
Commercial Mailings Legacy
Deposit funds in person at assigned Post Office
Checks, Cash, or Money Orders to fund permit mailings
Mail at multiple sites, maintain permit balances at each assigned Post Office
Commercial Mailing Today
Electronic Funds Transfer: Pre-fund mailings via an electronic funds transfer (Fedwire or ACH Credit)
Retail Deposit: Deposit checks, cash or money orders at any Post Office
Mobile Deposit: Deposit a check remotely using Mobile Check Capture
ACH Debit: Establish an ACH Debit account to have funds withdrawn directly from bank account
Use a single payment account for all permits; if mail at multiple sites
PO Boxes
Address Quality Services
Stamps/
Packaging
Commercial Shipping Products
Express Mail Corporate Accounts

33. Eligible Products/Services Eligible Submission Methods
Eligible Permit Types
Eligible Transactions
Products & Services Coming Soon!
PO Box, Caller & Reserve Services (EPOBOL)
Address Quality Products (AEC, AECII and ACS)
Priority Mail
First- Class Mail, Letters, Cards, and Flats
First-Class Package Service
USPS Marketing Mail, Letters, Flats, and Parcels
Parcel Select
Media Mail
Library Mail
Bound Printed Matter
Periodicals
International Products
Business Reply Mail (BRM)
Every Door Direct Mail (EDDM) BMEU
Business Mail Entry Unit (BMEU) hard copy
eDoc (Mail.dat/Mail.XML)
Postal Wizard
Intelligent Mail small business (IMsb) Tool
Permit Imprint
Metered
Pre-cancelled Stamps
Periodicals (CPP/PP)
Postage Due
Business Reply
Postage Statement Processing (Domestic & International)
Adjustments
Mail Entry Postage Assessment
Reversals
Refunds (including Value Added Refunds (VAR))
Deposits
Transfers
Fee Payments
FOIA Requests
Electronic Verification System (eVS)
Parcel Return Service (PRS)
PC Postage
Scan Based Payment (SBP)
Merchandise Return Service (MRS)
Official Mail Accounting System (OMAS)
Premium Forwarding Service Commercial (PFSC)
Share Mail
Intelligent Mail barcode Accounting (IMbA)

34. Link Permits/ Publications
Get Ready!
Create BCG Account
Request EPS
Create EPS Account
Set-up Payment
Link Permits/ Publications
Choose the best payment option for your organization
Get a list of all your active permits
Register for a Business Customer Gateway (BCG) Account
Customers already registered skip to the next step
Contact the PostalOne! Helpdesk or your local Business Mail Entry Unit to request participation
Access EPS using the hyperlink and invitation code
Create an Enterprise Payment Account
Set up the selected payment option: ACH Debit or Trust via EFT, Retail Deposit or Mobile Deposit
Link your mailing Permits to your EPA
1. Request invitation code to participate in EPS
2. Create BCG account if not registered
3. Access EPS via BCG
4. Create an EPA
5. Activate a payment method
6. Link products and services

35. Enterprise PO Boxes Online
Commercial Products + Services
ePOBOL Legacy
PO Boxes Online limited to 5 PO boxes/services
ACH Debit is not supported as a payment method
Individual renewals and account management at local offices
ePOBOL Today
Enterprise PO Boxes Online allows mailers to manage (open, close, view, pay fees and renew) all PO Boxes, Caller and Reserve Services
Commercial customers manage multiple local accounts from a single application
Renewal/expiration notifications sent electronically   
PO Boxes
Address Quality Services
Enterprise PO Boxes Online
Stamps/
Packaging
Commercial Shipping Products
Express Mail Corporate Accounts

36. Create EPA & Set-up Payment
Get Ready!
Create BCG Account
Request EPS Access
Create EPA & Set-up Payment
Manage PO Boxes
Choose the best payment option for your organization
Get a list of all your active PO Boxes
Register for a Business Customer Gateway (BCG) Account
Customers already registered skip to the next step
Contact the PostalOne! Helpdesk or your local Business Mail Entry Unit to request participation
Access EPS using the hyperlink and invitation code
Create an Enterprise Payment Account
Set up the selected payment option: ACH Debit or Trust via EFT, Retail Deposit or Mobile Deposit
via Enterprise PO Boxes Online
Open, close, view PO Boxes, Caller Services, and Reserve Boxes online
Link PO Boxes to EPA
Schedule when payment is withdrawn from EPA
1. Request invitation code to participate in EPS
2. Create BCG account if not registered
3. Access EPS via BCG
4. Create an EPA
5. Activate a payment method
6. Link products and services

37. Address Quality Account Management
AQS Legacy
Customer submits paper application forms for ACS or AEC
NCSC generates daily or monthly invoices & manually processes payment
AQS Today
EPS accepts & processes invoice transactions electronically
Consolidated transaction reporting available from EPS
Address Quality Account Management

38. Choose the best payment option for your organization
Get Ready!
Create BCG Account
Request EPS *via NCSC
Create EPS Account
Set-up Payment
Link Services
Choose the best payment option for your organization
Get a list of all your active AEC, AECII, SSACS
Register for a Business Customer Gateway (BCG) Account
Customers already registered skip to the next step
Contact NCSC to request participation  
Access the Enterprise Payment System using the hyperlink and invitation code
Create an Enterprise Payment Account
Set up the selected payment option: ACH Debit or Trust via EFT, Retail Deposit or Mobile Deposit
Link services to EPA
1. Request invitation code to participate in EPS
2. Create BCG account if not registered
3. Access EPS via BCG
4. Create an EPA
5. Activate a payment method
6. Link products and services

39. Customer Dashboard
Customer Dashboard provides a quick glance of all EPS accounts
View the real-time total of pending ACH debit transactions sent to the bank at the end of the day, as well as the Trust Balance
Pending Accounts where the account setup process needs to be completed are viewable as well
John Smith
Two general routes:
1 - Select an Account (by clicking one of the boxes on the screen or using “EPS Accounts” dropdown on top menu bar) – this will take you to Account Summary page
2 - Select the “Reports” link from top menu bar to see a list of available reports.

40. EPS Drill-Down Reporting
First-Class Mail
$375.00
USPS Marketing Mail
$275.36
Periodicals
$120.02
Priority Mail
$65.02
Package Services
$42.79
International
$35.80
Returns Services
$150.00
PO Box Services
$375.00
Permit Mailings
$947,317.75
Address Quality
$546,925.36

41. Commercial Mailing Activity Mail Class Report
Commercial Mailing Activity Mail Class Report summarizes transaction information for the selected Mail Class
EPS Transaction Number
Transaction Date/Time
Transaction Amount
Transaction Type
Permit Number
City/State of Permit
Number of Pieces
eDoc Mailing Date
Postage Statement Number
EPS Account Number
Job ID
Customer Reference ID
Permit Holder CRID
ZIP of Verification
Publication Number
User License Code
Class
Number of Copies
Spoilage
EPS Account Nickname

42. Postage Statement Report
Select a Section to drilldown for more detail.
Postage Statement Report summarizes the total cost by section of a specific Postage Statement drilled by clicking on the Postage Statement ID from the Customer Mailing Details Report
Click on a section to see the line level detail

43. Postage Statement Line Detail Report
Postage Statement Line Detail summarizes the total cost by line of the Postage Statement section selected on the previous page
Report features:
Sort by any column
Real-time search (results update after each keystroke)
Change # of records shown per page

44. Standard Reports Access to various data providing information on:
Overall spend
Type product/service
System activity

45. Mailing Details Report
Standard Report – Mailing Details Report
Mailing Details Report
Download Options:
CSV
Excel
PDF
Mailing Details Report provides detailed information of PostalOne! mailings
Search results that filter real-time as you type across all columns
All Account Activity
Mailing Date Filter:
Report Data Fields
Class Spoilage
Number of Pieces
Number of Copies
eDoc Mailing Date
EPS Account Number
EPS Account Nickname
Transaction Amount
Postage Statement Number
EPS Transaction Number
Transaction Date/Time
Transaction Type
Permit Holder CRID
Permit Number
City/State of Permit
ZIP of Verification
Publication Number
Customer Reference ID
Job ID
User License Code
Report features:
Filter by date range (default is one month; data is expected to be available for 2 years)
Sort by any column
Real-time search (results update after each keystroke)
Change # of records shown per page
Download results to CSV, Excel, or PDF

46. Standard Report – Transaction History Report
Transaction History Report summarizes the transactions that were made within a selected timeframe
Tran Id
Date
Tran Type
Description
Product Id
Business Location
EPS Account Number
EPS Account Nickname
Payment Method
Amount
Original Trans ID

47. PostalOne! Help Desk PostalPro Ready?
Support customers with EPS setup & use
PostalPro
Provide online reference materials
BMEU locator
Ready?
Submit “EPS Request” via
*Include BCG username for BSA, address & CRID(s)