pcc15 the mailer scorecard presentation (november 2014) the...introduction to the mailer scorecard...

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Mailer Scorecard

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Mail Entry Roadmap

The Mail Entry Roadmap outlines the Postal Service’s key initiatives to streamline the acceptance, induction, and verification of commercial mailings.

Full-Service Verification

Move Update

eInduction

Seamless

Non-Profit Identification

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Roadmap Location

Located on RIBBs at ribbs.usps.gov

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Roadmap Timeline

Full-Service eInduction Seamless AcceptanceNovember 2014 Full-Service Verification error postage

assessment For Review Only: Valid MID, Valid STID, By/For, Unique Barcode, Entry Facility, Unlinked Copalletization75% volume on Full-Service to retain DMU privileges

Enhanced undocumented for copalletized mailings

Use induction date in Entry Point and eDoc Nesting/Sortation

Change Nonprofit authorization to use MID/CRID

January 2015 Move Update error postage assessment For Review Only

3rd Party Container Status Visibility Seamless Acceptanceautomated postage assessment For Review Only

April 2015 Full-Service Verification error postage assessment Payable

Seamless Acceptanceautomated postage assessment Payable

July 2015 Move Update error postage assessment Payable

Summer 2015 eInduction automated postage assessment

Mail and eDoc Quality

Traditional Mail Quality Measured at the individual mailing level

Automated Mail and eDoc QualityMailings submitted across an entire calendar month are used to

determine quality

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Accessing the Mailer Scorecard

OR

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Introduction to the Mailer Scorecard

October 2014 There are four tabs on the Scorecard: Mailer Profile Electronic Verification eInduction Seamless

Dashboard view of mailing activity over a calendar month

Provide feedback on mail quality Each mailing added to previous

mailings for current month, resulting in a cumulative result shown within 48 hours of finalization

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Mailer Profile TabSummary of Mailings for a month for eDoc and hardcopy Postage Statement Mailings

Includes:

Mail Service Provider indicator

Total Volume Full-Service Volume Mail Classes Processing Categories eDoc Submission Type*

Mailer Profile Tab

October 2014

Mailing Company 2

Mailing Company 1

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Total Volume: from eDoc and hard copy Postage Statements

Mail Classes/Processing Categories from eDoc and Postage Statements

Full-Service Volume from eDoc and Postage Statements

eDoc Submission Type* from eDoc only

* Note that Mailers can submit an eDoc for mailings and not claim the Full-Service rate on all mailpieces.

1. Volume Information: Provides the count of container, handling units, and pieces that were provided in eDoc and included in the verification results on this tab. Postage statement counts are included on the Mailer Profile tab only.

2. Full-Service Verifications: These verifications compare the eDoc against the Full-Service preparation requirements for all Full-Service mailings, regardless of the Full-Service mail volume.

3. Move-Update Validation: This validation will replace the MERLIN Move-Update verification for mailers providing more than 75% of their volume as Full-Service.

4. Entry Point Validations:This validation checks the correctness of the USPS entry facility in the eDoc for mailers providing more than 75% of their volume as Full-Service.

5. eDoc Nesting/Sortation Validations:This validation checks the presort in the eDoc against presort rules for mailers providing more than 75% of their volume as Full-Service. Some current validations are incorrect and will be hidden.

Electronic Verification TabMade up of 5 components

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Mailer Scorecard Fields

# of Containers processed for eDoc Validations:Total number of containers submitted in the eDoc.

# Handling Units processed for eDoc Validations:Total number of handling units submitted in the eDoc.

# Bundles processed for eDoc Validations: Total number of bundles submitted in the eDoc.

# Pieces processed for eDoc Validations: Total number of letter, flats, and card pieces submitted in the eDoc.

# Full-Service Containers: Total number of containers with Full-Service pieces submitted in the eDoc.

# Full-Service Handling Units: Total number of Handling Units with Full-Service pieces submitted in the eDoc.

# Full-Service Orphan Handling Units: Total number of Handling Units not placed on a container with Full-Service pieces submitted in the eDoc.

# Full-Service Pieces: Number of pieces that were prepared as Full-Service in the electronic documentation.


MID Container Errors: Number of Full-Service containers where the Mailer ID portion of the electronic documentation Intelligent Mail Container Barcode is invalid or does not exist divided by total Full-Service containers.

MID HU Errors: Number of Full-Service handling units where the Mailer ID portion of the electronic documentation Intelligent Mail Tray Barcode is invalid or does not exist divided by total Full-Service handling units.

STID Errors: Number of FS pieces where the STID in the eDoc IMb is invalid, does not exist, identifies a Mail Class that does not match the eDoc Mail Class, or identifies a piece as basic when the piece was identified as FS in the eDoc divided by FS pieces.

By/For Errors: # of FS pieces where the Mail Preparer (MSP) or Mail Owner (MO) could not be identified due to invalid MID, CRID, or Permit, the MO and MSP are identified as the same entity, or the MO was used as an MSP in the last 90 days divided by FS pieces.


Barcode Uniqueness Container Errors: Number of FS pieces where the IMcb in the eDoc was used more than once within 45 days of the Postage Statement Mailing Date within the same job and CRID, across jobs with the same CRID, or across jobs for any CRID divided by total FS containers.

Barcode Uniqueness HU Errors: Number of handling units where the IMtb in the eDoc was used more than once within 45 days of the Postage Statement Mailing Date within the same job and CRID, across jobs within the same CRID, or across jobs for any CRID divided by total FS HU’s.

Barcode Uniqueness Piece Errors: Number of FS pieces where the IMb in eDoc was used more than once within 45 days of the Postage Statement Mailing Date within the same job and CRID, across jobs within the same CRID, or across jobs for any CRID divided by total FS pieces.

Entry Facility Container Errors: Number of containers where the Entry Facility identified by the eDoc Locale Key or Postal Code does not match the Entry Facility retrieved from the Mail Direction File (MDF) or the Facilities Database (FDB) divided by total FS Containers.


Entry Facility HU Errors: Number of FS orphan HU’s where the Entry Facility identified by the eDoc Locale Key or Postal Code does not match the Entry Facility retrieved from the Mail Direction File (MDF) or the Facilities Database (FDB) divided by total FS orphan HU’s.

Unlinked Copal Tray Errors: Number of trays/virtual sacks marked for co-palletization at origin without electronic documentation submitted to link the tray/virtual sack to a pallet within 14 days divided by total handling units.

Early Scheduled Ship Date Warnings: Number of FS DMU Verified USPS Transported containers where the Scheduled Ship Date in the eDoc was set to two or more days prior to the postage statement finalization divided by total FS DMU Verified USPS Transported containers.

Default Tray Barcode Warnings: Number of Full-Service handling units where the eDoc tray barcode (.csm or Mail.XML QualReport) provided is 24 characters and consists entirely of the digit 9 (i.e. 999999999999999999999999) divided by total Full-Service handling units.

Unlinked Copal Tray Warnings: Number of trays/sacks marked for co-palletization at origin without electronic documentation submitted to link the tray/virtual sack to a pallet to date divided by total handling units. After 15 days, these warnings become errors.


Type of Move/Update verification: Indicates if move/update data was evaluated by manual or automated verification for the selected month.

COA Errors: The number of piece change of address (COA) validation errors as a percentage of the number of pieces.

eDoc/Appointment Entry Point Mismatch: The number of mismatched eDoc and Appintment Entry Points as a percentage of the total number of full service containers and full service orphan handling units.

No Valid MDF Match: the number of invalid mail direction file match validations as a percentage of the total number of full service Containers and full service orphan handling units.

Out of Date MDF Match: The number of mail direction file match validations in invalid date range as a percentage of the total number of full service Containers and full service orphan handling units.


Entry Facility Container Errors: eDoc Entry Facility Errors, as a percentage of total number of Containers processed for eDoc validations.

CSA Container Errors: CSA Container Errors, as a percentage of total number of Containers processed for eDoc validations.

Minimum Piece Count/Weight Bundle Errors: the number of Bundles that do not meet the required piece weight minimums, as a percentage of the total number of Bundles processed for eDoc validations

Rate Category Bundle Errors: The number of Bundles with Pieces whose Rate Category does not match the Container Level od the parent Bundle, as a percentage of the total number of Bundles processed for eDocvalidations


Destination ZIP Code HU Errors: Destination ZIP Code Errors, as a percentage of total number of Handling Units processed for eDoc validations.

Depth of Sort HU Errors: Depth of Sort HU Errors, as a percentage of total number of Handling Units processed for eDoc validations.

Minimum Piece Count/Weight HU Errors: Minimum Piece Count/Weight Errors, as a percentage of total number of Handling Units processed for eDocvalidations.

Overflow HU Errors: Overflow Errors, as a percentage of total number of Handling Units processed for eDocvalidations.

Entry Facility HU Errors: eDoc Entry Facility HU Errors, as a percentage of total number of Handling Units processed for eDoc validations.

Rate Category Piece Errors: Rate Category Piece Errors, as a percentage of total number of Pieces processed for eDoc validations.

2. Full-Service Verifications: The following six verifications comprise what we will be assessing the Mailer’s mailpieces against. These verifications compare the Mailer’s eDoc against the Full-Service preparation requirements for Full-Service mailings.

Electronic Verification TabFull-Service Verifications October 2014

eDoc Verifications performed on: MID – verification of Mailer ID STID –verification of Service Type ID By/For – verification of Mail Owner/ Preparer

identified Barcode Uniqueness – verification of use of

unique barcode Entry Facility – verification of eDoc Locale Key

or Postal Code Unlinked Copal – verification of co-palletization

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Using the MID Container error as an example, now we will investigate an error.Drilling down to investigate an error:1. Right-click on the eDoc Submitter name or Customer Registration ID (CRID)2. Click “Drill”3. Click “View Error Details by Error Type”

Right clicking on the name or CRID with the blue hyperlink allows you to run different reports.

NOTE: Left clicking takes you directly to the first report listed: View Error Details by Error Type

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Mailer ScorecardInvestigate an Error

October 2014

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Mail Quality Job Error Type

View Error Details by Error Type

Drilling down to investigate an error (cont’d):4. Choose Full-Service Electronic Errors.

Click Run Report. This will take you to the View Error Details by Error Type report

5. Click on the Error Type you wish to view. In this case, click on container “Mailer ID”

6. You will reach the Mail Quality Job Error Type Report. You can click on the Error Type to drill down to the next level to view the error description.

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Mailer ScorecardInvestigate an Error, Cont’d

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Drill down to investigate an error (cont’d): After clicking the Error Type (as illustrated on the previous slide) you arrive at the

Mail Quality Detailed Error Report, as shown below. Report contains the error code, description, data and resolution action for the error This report is also available directly from the Mail Quality reports folder

Enter Job ID or Mailing Group ID to get back all available errors

Mail Quality Detailed Error Report

Follow same drill down process to investigate other errors

Mailer ScorecardInvestigate an Error, Cont’d

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Error Details by Error Type ReportDrill from Mail Owner/Mail Preparer Scorecard

Alternatively, if a mail preparer wants to see error counts per mail owner, drill into the Error Details by Error Type Report from the Mail Owner/Mail Preparer Scorecard

Full-Service Verification

October 2014: Provide informational only postage assessment for full-service verification failures over the threshold Generated 10 days after the end of the month Only when threshold is exceeded across all mailings submitted

across the calendar month Based on September mailings

April 2015: Begin assessing mailers for the full-service discount amount for full-service verification failures over the threshold

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Postage Assessment (Invoicing): Overview and Timeline

VAE is responsible for reviewing the

postage assessment

Mailers can submit payment or dispute charges through the

review process

Postage assessment

reports will be generated for Full-Service mailers 11 days after the end

of the month; Potential postage amounts can be

viewed throughout the month on the Mailer Scorecard

of the month.

Email is sent to Verification Assessment

Evaluator (VAE) on the 11th of the month. The VAE is set up in

the Business Customer Gateway

for each mailer

Postage Assessment Generation

Postage Assessment

Receipt

Mailer Review

Mailer Payment or

Dispute

Postage Assessment Timeline:Jan 2014 - Information Only April 2015 - Electronic Verification

October 2014

For Review Only In Number Metrics view

Additional postage due displayed as soon as threshold is exceeded Becomes zero if error falls back

below threshold

Reflects the postage assessment calculations that will be invoiced on the 11th of the following month

$ amount reflects the removal of the Full-Service discount only for pieces that exceeded one or more of the thresholds

Example: STID threshold is 2% Calendar month ends and scorecard closes with a STID error percentage of 3% Additional postage due is calculated by removing the Full-Service discount on the 1%

above the threshold

Electronic Verification TabFull-Service Verifications

24GenerationPostage Assessment

Generation ReceiptPostage Assessment

Receipt Mailer ReviewDispute

Mailer Payment or Dispute

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Full-Service Electronic Verifications

Another Example When Additional Postage is Due: • Postage adjustments only occur if a particular error is over the

threshold: Number of pieces in error over the threshold, times:

• $.003 for first class• $.001 for standard class

• A piece will only be charged for a single error• Example: 1,000,000 pieces mailed in the month with 6% error,

threshold is 5%, so the error amount being charged is 1% or 10,000 pieces: 10,000 pieces in error times $.003 = $30.00 additional postage

due

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Mailer VAE: Receives Automated Invoice Notification Email

• On the 11th day of the month, if postage is due, the Mailer VAE receives automated invoice notification email In the case that an invoice is generated, an email notification will be sent

to the designated VAE The link on the automated email can be selected to access

gateway.usps.com

Note: Other emails will be generated, depending on the status of the invoice, e.g., when it is be Paid, Pending Review, Closed, Pending Action or Past Due.

GenerationPostage Assessment




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Mail Entry Invoice Reports

• The Mail Entry Invoice Summary Report (shown below) displays the total postage due from FS Electronic Verification

• Reports will be generated when a threshold is exceeded across all mailings submitted in the calendar month

Clicking on the “Impact from Full Service Electronic Verification” will take you to the Mail Entry Invoice Detailed Report





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Mail Entry Invoice Reports

• Mailer should take action within 10 days of the postage assessment being generated Request a review if there is an error in the calculation Pay the postage due





Full-Service Milestones

August 2014MOVE Update, Entry

Point & eDoc Nesting Sortation Reporting

October 2014Full-Service

Calculations Visible/Review Only

April 2015FS Postage

Assessments Only

July 2015 MOVE Update Postage

Assessments

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Known Reporting Issues

All known issues with the Microstrategy reports are posted to RIBBS

1. Go to RIBBS.usps.gov2. Click on Intelligent Mail Services3. Click on Latest News

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35 outstanding Microstrategy report issues are being repaired in the next PostalOne! release, including, Specific eDoc prep scenarios where mailings are not verified for

full-service electronic verification and where Mailer Scorecard does not reflect these mailings

Total piece count on the Mailer Profile does not include all pieces from eDoc and is lower than it should be

Invalid duplicate barcode errors logged when co-palletized containers includes mailpieces that were paid on multiple mailing dates

Invalid entry facility errors are logged when mail.dat orphan logical handling unit when no locale key is provided in the electronic documentation or physical container with a logical container sibling in a copalletized mailing

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New with November PostalOne! Release: Type of Move/Updates Verification:Notes whether the move/update for a CRID was manual or automatedCOA Error: Change-of-Address on file between 95 days and 18 months before mailing date

Electronic Verification TabMove Update Validations

October 2014

Mailers with 75% or more Full-Service: Comparison of Mail Processing scans to

the address information listed for the piece in the eDoc to measure Move Update quality

Compliance calculated, over a calendar month by CRID, rather than by Job

Current threshold is 0.8% Will replace the MERLIN Move-Update

verification 32

Move Update Verification

Jan 2015 - Postage assessment calculations (invoice) generated will be For Review Only for Move Update quality Generated 10 days after the end of the month Only when threshold is exceeded across all mailings submitted

across the calendar month Based on December mailings

July 2015 - Mailers will be charged for Move Update errors for Move Update verification failures over the threshold

Following are not included in Move Update: Simplified Addresses MLNA, BCNO or Foreign moves Temporary moves (FS R19/November 2014) Pieces associated to Legal Restraint mail owners (January 015)

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PREPARE MAILeDOC UPLOAD

AND USPS VALIDATIONS

SCAN CONTAINER

PLACARDINDUCT MAIL

REVIEW MAIL QUALITY

REPORTS

eInduction

Scan-Based Paperless Entry at Dock Use eDoc & scanners to accept container at entry Automated decision making Save time at origin and at entry by streamlining the process Eliminate 8125/8017

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Mailer contact the FAST

Helpdesk at [email protected] or 1-877-

569-6614.

Helpdesk representatives

create and assign remedy

tickets and assigns a

designated BMS Analyst to the

mailer.

Mailer works with BMS to review mail

quality and the eDoc for

eInduction readiness and determine a

Target Activation Date (TAD).

BMS and Mailer work together to

add the Customer

Registration ID’s (CRID) to the eInduction

filter if applicable.

BMS trains Business Mail

Entry (BME)/Delivery Mail Unit (DMU)

personnel. Mailer CRID

activated when BMEU/ DMU

personnel trained

BMS notifies mailer upon

activation and Mailer begins

shipping eInduction

containers. BMS and Mailer work together for next

2-3 weeks to resolve any

potential issues.

Mailer Onboarding

Interested mailers begin by contacting the FAST Helpdesk

Section 3 of the eInduction Guide to Mailers 35

Mailer ScorecardeInduction Tab

Just like Full-Service, eInduction has a Scorecard report.

Shows dashboard view of the results of eInduction validations over a calendar month

Available for both eDoc Submitters (Mail Preparers) and Mail Owners.

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No Shipping Summary Report

Shipping Summary Report indicates mailing contains eInduction containers

The PostalOne! Dashboard displays a Shipping Summary Report link only if there are eInduction containers in the mailing.

The report is available on the PostalOne! dashboard once the eDoc has been uploaded.

It displays the validation status of the container information uploaded and may be used to confirm the containers are ready for induction.

The report also provides proof of delivery and post-induction validation status at the container level.

Shipping Summary Report

Click to access Job Summary Report

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eInduction Milestones

October 2013Deployed

30% of PVDS containers inducted through

eInduction

August 2014New Reporting Functionality

September 2014Pilot new functionality

for facilities w/o scanning capabilities

(Non-SV, DDUs)Manual Postage

Assessment against Egregious Thresholds

Summer 2015Automated Postage

Assessment

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Seamless Acceptance

Seamless Process Overview

1. Mailer submits eDoc2. Statement auto-finalized3. Capture sampling data using

handheld scanner4. Capture data from Mail

Processing Equipment (MPE) scanning

5. Compare data captured to eDoc

6. Detailed Mail Quality reporting

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Mailer Scorecard Seamless Acceptance

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Just like Full-Service and eInduction, Seamless Acceptance has a Scorecard report.

Shows dashboard view of the results of Seamless Acceptance validations over a calendar month

Available for eDocSubmitters


1. Undocumented Pieces: Was every piece scan from a mailer participating in Seamless Acceptance able to be matched to eDoc?

2. Nesting/Sortation Seamless Errors (MPE): Were the mailpieces placed in a different tray or bundle than indicated in the eDoc? This verification uses MPE scans to identify how the mail was physically prepared

3. Nesting/Sortation Seamless Error (eDoc): Were the mailpieces prepared against the presort rules?

4. Entry Facility Seamless Errors: Were containers entered at the correct facility?

October 2014

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5. DPV Errors: Is the delivery point contained in the IMb valid for the service level of the mailpiece?


1. Mail Characteristic Errors: Does the mailpiece match the same mail class and processing category as indicated in the eDoc? Does the piece content quality for nonprofit or standard mail rates (as appropriate)?

2. Nesting/Sortation Errors: Were the mailpieces placed in a different tray or bundle than indicated in the eDoc? Or was the tray/sack placed on a different container than indicated in the eDoc? This verification uses sampling scans to identify how the mail was physically prepared.

3. Barcode Quality Errors: Was a mailpiece sampled that didn’t have a scannable barcode in an automation mailing?

4. Weight Piece Errors: Is the weight of the mailpiece different than the weight indicated in the eDoc? Is this difference enough to cause a change in the amount of postage due

October 2014

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5. Postage Piece Errors: Is the type of postage payment and the amount of postage affixed match the eDoc for the mailpiece?

Undocumented

How to avoid undocumented mailpieces? Submit eDoc for all barcode mailpieces including single piece

volume, miscellaneous statements, 3606, etc. Confirm that all postage statements are finalized in a timely

manner Resubmit eDoc for any mailpieces that were identified as wasted

in eDoc and mailed on a later date Use the Service Level Indicator of Other (not PostNet) for non-

automation pieces that are sprayed with an Imb Work with your consolidator to validate that .oci files are submitted

and that all trays are scanned as pallets are created

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19 outstanding Microstrategy report issues are being repaired in the next PostalOne! release, including, Specific eDoc prep scenarios where mailings are not verified for

Seamless Acceptance, where Mailer Scorecard does not reflect these mailings, and may result in undocumented pieces

Specific eDoc prep scenarios where eDoc is unable to be uploaded to PostalOne! and a hard-copy statement is submitted as a work-around. This may cause undocumented pieces if mailpieces in the mailing had an IMb.

Invalid delivery point verification errors when mailpiece is paid at the single-piece rate

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Seamless Acceptance Milestones

March 2014Seamless Acceptance

DeployedManual Postage

Assessment against Egregious Thresholds

August 2014Enhanced

Undocumented Reporting

15% of Commercial Volume on SA

January 2015Postage Assessment

Calculations Visible/Review Only

April 2015 Automated Postage

Assessments

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A Mail Owner that has a valid nonprofit authorization number (NPA) with USPS must be identified for every nonprofit mailing.

Receiving Nonprofit rates today Paying on paper postage statement: Provide list of nonprofit authorization

numbers to acceptance employee Paying through eDoc: Either the Mail Owner Permit or Paying Permit have

to be linked to a nonprofit authorization

Receiving nonprofit rates in after next PostalOne! release Paying through eDoc: Expanded options to provide nonprofit

authorization Any combination of the Mail Owner MID, Mail Owner CRID, Mail Owner

Permit Number, or Paying Permit can be linked to nonprofit authorization All nonprofit entities in the mailing need to be identified in the eDoc Process used today will continue to be supported

Nonprofit Eligibility

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eDoc IdentificationNonprofit Rate

All Legacy NPAs will be replaced with National NPAs Some mailers are still using the old NPA number to check their nonprofit

status. These mailers should begin using their national NPA numbers. A notification is being sent to impacted mailers.

BMEU Assistance

All NPAs must be associated to a valid CRID (i.e. a valid physical address) USPS will associate CRIDs with existing NPAs In the event that a match cannot be made, the local BME will contact the

nonprofit organization to either create a new CRID or associate the nonprofit organization with the correct existing CRID

BMEU employees will use the file provided to identify records without a valid CRID due to invalid addresses and follow instructions in the Read Me tab

eDoc IdentificationNonprofit Rate

Mail Service Providers Assistance Nonprofit MSPs should confirm the nonprofit status for each of their

customers prior to November by contacting the PostalOne! Help Desk (800-522-9085) to receive the MSP Customer Validation spreadsheet.

In the spreadsheet, the MSP can provide the CRID, MID, NPA, or Permit Number for each Mail Owner.

The PostalOne! Help Desk will look up each of the identification numbers provided and return the CRID, permits, and nonprofit status for each mail owner.

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AppendixFixing Full-Service Electronic

Verification Errors

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October 2014

MID Error: The Mailer ID in the eDoc for the Intelligent Mail Container, Handling Unit or Mailpiece Barcode is invalid or does not exist.

푭푺푷풊풆풄풆풔풘풊풕풉푴푰푫푬풓풓풐풓풔푻풐풕풂풍푭푺푷풊풆풄풆풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

푭푺푯풂풏풅풍풊풏품푼풏풊풕풔풘풊풕풉푴푰푫푬풓풓풐풓풔푻풐풕풂풍푭푺푯풂풏풅풍풊풏품푼풏풊풕풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

MID Threshold Calculations:

푭푺푪풐풏풕풂풊풏풆풓풔풘풊풕풉푴푰푫푬풓풓풐풓풔푻풐풕풂풍푭푺푪풐풏풕풂풊풏풆풓풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

MID Error Threshold: 2%

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Verify that it is a valid MID Confirm that the MID exists in the Business Customer

Gateway (BCG) Help the mailer apply for an additional MID through the BCG

Confirm that the MID is placed correctly in the field that represents the IMb, IMtb, or the IMcb file in the eDoc

How to correct MID Errors

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To obtain the correct MID or apply for an additional MID, use the BCG:

Option will only be present when the user has a business location (CRID) designated as an MSP on their account

On the Manage Profile tab, click “Manage Account”

Then click “Validate your Client Business Information”


October 2014

STID Error Thresholds: 2%STID Threshold Calculation:

푭푺푷풊풆풄풆풔풘풊풕풉푺푻푰푫푬풓풓풐풓풔푻풐풕풂풍푭푺푷풊풆풄풆풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

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STID – A Service Type ID is a 3-digit code in each IMb that provides the following information: Mail Class Address Correction, if any Full-Service or Basic/Non-Automation IMb tracing, if desired.

A valid STID means that each of the barcodes presented in the eDoc has a Service Type Code (STC)

STID error contained in IMb listed in eDoc is: Invalid Does not exist Identifies a Mail Class that does not match the

Mail Class in the eDoc Identifies a piece as basic when the piece was

identified as Full-Service in the eDoc.


How to correct STID Errors

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STID Class ACS Option Disposition of UAA Mail IMb Tracing

260 First-Class Mail No Address Corrections Forwardable mail forwarded, all other UAA returned

None

270 First-Class Mail No Address Corrections Forwardable mail forwarded, all other UAA returned

Destination

Confirm valid STID is valid using the Service Type Identifier Table:https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf

Confirm STID is placed correctly in the IMb


The main function of a STID is to identify the class of mail and services the Mailer is requesting (Address Correction Service (ACS) and Tracking)

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Examples: Want First Class Mail with IMb Tracing, and Full-Service ACS?

Indicate this by selecting the STID 141 Want First Class Mail, no ACS, and no IMb Tracing?

Select a different STID (260)


October 2014

By/For Error Threshold: 5% (unless customized)By/For Error Calculation:

푭푺푷풊풆풄풆풔풘풊풕풉푩풚 푭풐풓푬풓풓⁄ 풐풓풔푻풐풕풂풍푭푺푷풊풆풄풆풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

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By/For is required when A mailing contains 5000 or more pieces

for single Mail Owner

Mail Preparer/Owner Identified in eDoc MID CRID Permit/Pub # (Mail Owner only)

By/For Error A Mail Preparer or Mail Owner was not

correctly identified in the eDoc for a piece


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What causes By/For Errors?

Mail Owner/Mail Preparer was not identified in the eDoc

Mail Owner/Mail Preparer MID, CRID, or permit information provided in the eDoc was invalid

Mail Owner and Mail Preparer were identified in the eDoc as the same business entity

Mail Owner was identified as Mail Preparer within the past 90 days

The “For” value is identified as a Mail Service Provider in the Business Customer Gateway

Mail Owner box was not checked in the Mailer’s BCG profile for a mailer who prepares and enters their own mail


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Confirm that a MID or CRID is valid for a customer or obtain a MID/CRID for a customer to identify them in the eDoc

Option will only be present when the user has a business location (CRID) designated as an MSP on their account

On the Manage Profile tab, click “Manage Account”


Custom By/For Threshold

Mailer exceeding By/For Threshold due to clients with less than 5000 pieces per mailing

Mailer contacts BMS and request By/For audit BMS conducts audit on Mailers eDoc and on-site BMS validates that Mailer is correctly identifying By/For BMS calculates customized threshold and enters in PostalOne!

October 2014

푭푺푷풊풆풄풆풔풘풊풕풉푩풂풓풄풐풅풆푼풏풊풒풖풆풏풆풔풔푷풊풆풄풆푬풓풓풐풓풔푻풐풕풂풍푭푺푷풊풆풄풆풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

Barcode Uniqueness Error Threshold: 2%

#푯풂풏풅풍풊풏품푼풏풊풕풔풘풊풕풉푩풂풓풄풐풅풆푼풏풊풒풖풆풏풆풔풔푯풂풏풅풍풊풏품푼풏풊풕푬풓풓풐풓풔푻풐풕풂풍푭푺푯풂풏풅풍풊풏품푼풏풊풕풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

Barcode Uniqueness Threshold Calculation:

푭푺푷풊풆풄풆풔풘풊풕풉푩풂풓풄풐풅풆푼풏풊풒풖풆풏풆풔풔푪풐풏풕풂풊풏풆풓푬풓풓풐풓풔푻풐풕풂풍푭푺푪풐풏풕풂풊풏풆풓풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

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Barcode Uniqueness Errors Container – IMcb Handling Unit - IMtb Piece - IMb

Error results when IMcb, IMtb or IMb in the eDoc

was used more than once within 45 days of the Postage Statement Mailing Date

This includes: Within the same job and CRID, Across jobs and CRIDs Across jobs within the same

CRID


Check the source of the barcode. Mail Owner should correct the errors with each of their Mail Preparers

or Mail Service Providers Determine if the barcodes are being reused Mail Service Provider should work with the Mail Owner to resolve the

barcode uniqueness error

How to Correct Barcode Uniqueness Errors

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To Determine Barcode Uniqueness: At the Container and Handling unit level:

MID + Serial Number At the mailpiece level:

Class of STID + MID + Serial Number


October 2014

Entry Facility Container Error Threshold: 2%Error Calculation:

푭푺푪풐풏풕풂풊풏풆풓풔풘풊풕풉푬풏풕풓풚푭풂풄풊풍풊풕풚푬풓풓풐풓풔푻풐풕풂풍푭푺푪풐풏풕풂풊풏풆풓풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

Entry Facility Handling Unit Error Threshold: 2%Error Calculation:

푭푺푶풓풑풉풂풏푯풂풏풅풍풊풏품푼풏풊풕풔풘풊풕풉푬풏풕풓풚푭풂풄풊풍풊풕풚푬풓풓풐풓풔푻풐풕풂풍푭푺푶풓풑풉풂풏푯풂풏풅풍풊풏품푼풏풊풕풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

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Entry Facility Error

Container Errors - eDoc Locale Key or Postal Code of FS containers does NOT match the Entry Facility retrieved from the Mail Direction File (MDF) or the Facilities Database (FDB)

Handling Unit Errors - eDoc Locale Key or Postal Code of FS orphan HUs does NOT match the Entry Facility retrieved from the MDF or the FDB


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Entry Facility Errors – Key Points Entry Facility errors occur when the locale key or postal code submitted in

the eDoc is unknown Origin Entry: when the mail is inducted at a BMEU or local office for

induction into the mail stream Destination Entry: when the mail is transported by the mailer or third-

party transportation company to a USPS facility closer to the final delivery point for induction into the mail stream

To look up the correct entry facility1. Go to FAST.usps.gov2. Click on the facilities link 3. Enter search information4. Get ZIP Code + Locale Key


October 2014

Copal Mailings have an eDoc submitted by both the origin facility and consolidator to describe the movement of trays and sacks

Unlinked Copal Error Thresholds are: 5%Error Calculation:

푻풓풂풚풔 푽풊풓풕풖풂풍푺풂풄풌풔⁄ 풘풊풕풉푼풏풍풊풏풌풆풅푪풐풑풂풍푬풓풓풐풓풔푻풐풕풂풍푭푺푯풂풏풅풍풊풏품푼풏풊풕풔푺풖풃풎풊풕풕풆풅풊풏풆푫풐풄

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Unlinked Copal Errors Occurs when tray or sack marked

for co-palletization at in eDoc for origin facility is not accounted for on the consolidators eDoc within 14 days


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Correcting Unlinked Copal Errors

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Unlinked Copal errors – mailer did not submit the Consolidator Job for co-palletized mailings within 14 days

Mailing is not considered to be complete, as there is no pallet information

Mailer confirms appropriate party is submitting a Consolidator Job: Consolidator Job may be submitted as an .OCI file or use the

ContainerLinkageCreateRequest Mailing Mailer verifies Consolidator Job captures all of the origin volume Postal Wizard cannot be used for Copal.

pcc15 the mailer scorecard presentation (november 2014) the...introduction to the mailer scorecard...

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