1. 1 MTAC 117  Workgroup Leaders Ty Taylor / Pritha Mehra  Origin Containerization Joel Walker / Sharon Harrison  Continuous Mailers Steve Krejcik / Kelly Lorchick  MLOCR Steve Krejcik / Karen Zachok  Periodicals John Stark / Bob Galaher  Intelligent Mail: Jody Berenblatt / Charley Howard / Pritha Mehra

2. 2 MTAC 117  Issue Title: Intelligent Mail Design and Specification  Expected Date of Completion: November 2008  Issue Originator: Pritha Mehra / Ty Taylor  Desired Results: ► Review and validate Intelligent Mail barcode and label specifications for mailpieces, handling units and containers. ► Define requirements for submitting electronic mailing information via Postage Statement Wizard, Mail.Dat or Web Services. ► Define feedback mechanisms to deliver start-the-clock and address correction information.

3. 3 MTAC 117 – Origin Containerization Subgroup  Industry Co-Chair: Sharon Harrison  USPS Co-Chair: Joel Walker  Objective: Define optimal strategies for origin mail preparation, including container separations and the application of container barcodes.

4. 4  Origin mail preparation will be determined through individual Customer/Supplier Agreements (CSAs).  CSAs: ► Define transportation, dispatch or arrival times ► Define origin mail containerization ► Align preparation and transportation with USPS service capabilities Customer/Supplier Agreements Origin Containerization Subgroup

5. 5  CSAs provide mailer-specific : ► Containerization requirements ► Acceptance windows ► Transportation schedules Customer/Supplier Agreements Origin Containerization Subgroup

6. 6  Container levels  Minimum and maximum pallet volumes  Container labeling ► Mostly using existing labeling lists Prep Defined for Vendors Origin Containerization Subgroup

7. 7  Timing  Clear deliverables  Equipment Supplies Team Concerns Origin Containerization Subgroup

8. 8  Prepare origin mail as defined within individual Customer/Supplier Agreements.  Leverage transportation management systems to support full-service solutions.  Communicate a timeline for implementing CSAs.  Implement a formal communication process for CSA updates.  Implement a formal escalation process to appeal local decisions, when needed. Team Recommendations Origin Containerization Subgroup

9. 9  Submit issues and recommendations to main workgroup  Sunset subgroup Next Steps Origin Containerization Subgroup

10. 10 MTAC 117 – Continuous Mailers Subgroup  Industry Co-Chair: Steve Krejcik  USPS Co-Chair: Kelly Lorchick  Objective: Define optimal strategies for implementing the Intelligent Mail Barcode, Intelligent Tray barcode and Intelligent Container barcode and for communicating in electronic documentation using Mail.dat or Web Services and FAST specific to a continuous mailer environment.

11. 11 Continuous Mailers Subgroup Definitions  Continuous Mailer: »Dispatches more than once per mailing to the USPS »Provides a USPS Qualification Report for more than one dispatch »May submit portions of the mailing to the USPS before qualification and postage documentation can be finalized »Will have Customer Supplier Agreement (CSA) with the USPS. The CSA will define how and when the mailing must be dispatched for start the clock purposes  Continuous Mailing: »Has a qualification report for the production day »Or, a qualification report with mailings submitted over multiple days »May have multiple dispatches

12. 12 Continuous Mailers Subgroup eDoc Submission  Continuous mailers may submit: »eDoc (USPS Qualification Report and Postage Statement) for the planned mailing for that production day prior to mailing »eDoc at the end of that production day or after first pass for MLOCR/BCR mailings »eDoc for a planned mailing that is dispatched across multiple days

13. 13 Continuous Mailers Subgroup eDoc Submission, Payment  Payment for that production day will occur with the updated and/or final submission to PostalOne!  For mailings submitted across multiple days payment is made for the containers dispatched during each production day providing the documentation represents physical handling units and physical containers

14. 14 Continuous Mailers Subgroup Recommendations  Each mailing will require a separate electronic file submission  Segments will be reported and postage paid for each day  eDoc will be required daily for each mailing or portion of a mailing

15. 15 Continuous Mailers Subgroup Recommendations  Critical Entry Times (CET) will be defined by local CSA based on mail and container make-up  If every piece can be identified in a container through eDoc, start the clock will be when the container id dropped »Else start the clock for all mail to that separation will be at the critical entry time  FAST appointments will only be required for plant verified drop ship mailings as today

16. 16 Forward Plans  Fine tune solutions  Sunset group by end of September Continuous Mailers Subgroup

17. 17 MTAC 117 - MLOCR Subgroup  USPS Co-Chair: Karen Zachok  Industry Co-Chair: Steve Krejcik  Objective: Define optimal strategies for utilization of the Intelligent Mail Barcode, Intelligent Tray barcode and Intelligent Container barcode in the MLOCR industry both for application on the physical mail and for communicating in electronic documentation using Mail.dat or Web Services.

18. 18 MLOCR Subgroup Overview  Identified Issues and made recommendations  Monthly meetings with vendors & industry  Workgroup objectives completed  Ready for sunset  Team will continue as a subgroup ► Educate vendors and mailers ► Address issues ► Monthly Meetings

19. 19 MLOCR Subgroup Recommendations  Allow Logical nesting relationship  Allow grouping together of customers if volume is less than 1% of site’s average daily volume with a 3,000 piece cap  All permit mail will be identified in Edoc  Pieces run in reject mode can be batched together under presort bureau’s MID

20. 20 MLOCR Subgroup Recommendations  Edoc will contain mail provider if mail owner is not known  IMB is optional for machinable and single piece rate pieces  Typically the presort bureau MID will be applied to the piece and the mail owner identified in Edoc ► The presort bureau will apply the mail owner MID in the IMB if requested

21. 21 MTAC 117 – Periodicals Subgroup  USPS Co-Chairs: Bob Galaher, Ruth Stock  Industry Co-Chair: John Stark  Objective: Identify any constraints and define optimal strategies for implementing the Intelligent Mail Barcode Basic or Full Service Options for Periodicals mailers.

22. 22 Periodicals Sub Group Action Items  Finalizing Advertising % for Payment ► PAGE vs Manual ► CPP vs Non CPP ► Mail.dat Status Indicator ► Future Ad Percentage Worksheet check box ► Mail.XML Payment Request Notification Message  Status – A solution has been designed and proposed

23. 23 Periodicals Sub Group Action Items  Component and Equivalent Books ► For Weights and Adv % ► CR for Mail.dat 9-1 to change the Equivalent to Weight and Ad Percent  Status – A solution has been designed and proposed. Must still be prioritized by USPS

24. 24 Periodicals Sub Group Action Items  Spoilage/Shortage ► Known at piece level for Periodicals ► Infrequent due to reorders  Status – Closed. A solution has been designed, proposed, and agreed to.

25. 25 Periodicals Sub Group Action Items  Container and Bundle Payment Method 1 ► Where Mail Preparer pays for the container and bundle charges. ► This method will be for BMEU and PSW entry only.  Status – Option is not needed for Mail.dat or Mail XML. Putting in a CR to remove this option from Mail.dat and Mail XML.

26. 26 Periodicals Sub Group Action Items  3541 Issue Date Field for PostalOne! ► Some inconsistency in usage ► Must be consistent for consolidated statement reporting  Status – Further discussion needed. But the industry must agree and monitor their issue date through the supply chain. There is no new requirement.

27. 27 MTAC 117 Intelligent Mail Barcodes and Electronic Documentation Workgroup Update  Industry Co-Chair: Jody Berenblatt Charley Howard  USPS Co-chair: Pritha Mehra  Objective: Software Vendors, Mail Preparers and Mail Owners work together to define strategies for achieving the requirements for the Intelligent Mail barcodes and electronic documentation.

28. 28  CSA required for ► Mailers entering mail after critical acceptance time at origin or Periodicals after critical entry time at destination ► Facilities producing origin entered, DMU verified volumes that could impact efficient USPS processing  CSA will include ► Separation and dispatch details and how they are associated ► Containerization guidelines by dispatch ► Container label details CSA Key Elements

29. 29  Allows inclusion of full-service, basic and POSTNET mailpieces  Full-service mailpieces qualify for full-service if three conditions met: ► All requirements for full-service met with exception that basic/POSTNET mailpieces do not require a unique IMB ► eDoc indicates a “Mixed” mailing ► Piece electronic documentation submitted for basic/POSTNET mailpieces Mixed Mailings

30. 30  Origin site ► Applies unique Intelligent Mail barcode to all full- service pieces ► Applied unique Intelligent Mail tray barcodes to trays ► Creates piece level electronic documentation for all full-service pieces ► Creates postage statement and pays for all trays (copal and non-copal) and the non-copal bundles Copalletized Mailings Copalletization allows inclusion of full-service, basic and POSTNET bundles/trays on same pallet.

31. 31  Consolidator site ► Provides handling unit to container nesting information in electronic documentation ► Creates postage statement and pays for copal bundles Copalletized Mailings Copalletization allows inclusion of full-service, basic and POSTNET bundles/trays on same pallet.

32. 32  If entire container not created must remove the container record and associated pieces from electronic documentation  Spoiled pieces identified in piece level electronic documentation for Manifest Mailers  Mailer provides adjustment amount and USPS adjusts the most recent postage statement that is not finalized ► Identify specific rate levels to adjust ► Identify piece count and adjustment made to lowest rate Spoilage/Shortage

33. 33 Data Distribution  Three methods exist to control distribution: ► By/For information in the electronic documentation ► Profile set by Mail Owner or Mail Preparer ► Cast of Characters  ACS Data ► Data sent to Mail Owner unless delegated  Start-the-Clock Data ► Data sent to Mail Owner and Mail Preparer unless delegated  Confirm ► Data sent to subscriber ID on mailpiece

34. 34 Data Distribution Methods

35. 35 New MTAC Workgroup Implementation of Intelligent Mail  Define issues and resolutions around Intelligent Mail barcode generation for mailpieces, trays and containers.  Define issues and resolutions for generating electronic mailing information.  Define outreach strategies for ensuring optimal education and awareness of Intelligent Mail solutions across the mailing industry.