RMS Postal Workout Program

Transcription

1 RMS Postal Workout Program Workout #10 Ancillary Service Endorsements Updated

2 Postal Workout 1. RMS Introduction & Processes 2. Mail Classification 3. Processing Category Size & Shape A. Letter & Postcard B. Flat & Parcel 4. Addressing 5. Barcodes A. Barcode Introduction B. Intelligent Mail Barcode, CRID/MID, Business Customer Gateway/PostalOne! 6. Postage and Payment Methods 7. Postal Software Data & List Processing 8. Reply & Return Mail 9. Mail Preparation & Distribution 10. Ancillary Service Endorsements ASE 11. Address Change Service ACS 12. Canadian Post 13. International Mail (Optional) 2

3 Postal Workout Workout Implementation You can view and listen to a exercise in your own timeframe The workout presentation can be paused, stopped, or backed up at any time You can do these exercises individually or in groups The slides are available as a.pdf that you can print for reference Each individual must fully complete the On-line Achievement Certification Quiz to complete the exercise Look for the KEY slide in every exercise Provides information on key postal elements that are affected by the exercise Postage Mailpiece Design Barcodes, etc. Displays examples of the impact 3

4 Training Objective What is an Ancillary Service Endorsements ASE Purpose Client Decisions Types Electronic Service Requested Address Service Requested Change Service Requested Return Service Requested Temp Return Service Requested Forwarding Service Requested Copy Requirements Cost Impact 4

5 Ancillary Service Endorsements - ASE ADDRESSERVICE REQUESTED Purpose Instructs the Postal Service on how to handle the physical mailpiece for each class of mail: Forwarded Returned-To-Sender Dispose Request to receive address corrections for any undeliverable-asaddressed (UAA) mailpieces Assists in complying with Move Update Regulations when the data is used 5

6 Ancillary Service Endorsements Printing an ASE on the mailpiece is required for most Address Correction services: OneCode ACS and Full-Service ACS Standard Mail Letters and flats First-Class Mail Flats Not required for Letters or Postcards Bound Printed Matter Flats Periodicals not required And all Manual Returns Traditional ACS 6

7 Responsibilities The Client is responsible for all decisions on Ancillary Service Endorsements The Client is responsible for setting up the service with the Postal Service Client Mailer's Profile instructions on the type of service, data distribution and invoicing RMS can provide information on both ASE and ACS RMS does not make specific recommendations There are liabilities for the options, consequences, and costs 7

8 Participation & Cost Two items control the participation and the cost 1. Ancillary Service Endorsement - ASE Treatment of the mailpiece Type of address correction data allowed 2. Address Correction Service - ACS Type and format of address correction data The Intelligent Mail Barcode - IMb Links to the Ancillary Service Endorsement and the service requested 8

9 5 Steps for ASE Decisions 1. Who are the recipients? House file or purchased file 2. When the move occurred or is it undeliverable? 1-12 months months After 18 months or undeliverable 3. Where does the mailpiece go? Forwarded, returned, or trashed 4. What happens to the address information? Returned electronically or manually Which electronic options 5. How much does it cost? First-Class Mail and Standard Mail have major cost differences 9

10 Ancillary Service Endorsements (ASE) Six Endorsements: Electronic Service Requested Address Service Requested Change Service Requested Return Service Requested Only ASE's allowed with ACS electronic data Temp - Return Service Requested only for First-Class Mail Forwarding Service Requested not for First-Class Mail may not be used to meet the Move Update Requirements 10

11 ASE Six Endorsements 1. Electronic Service Requested High level umbrella endorsement for Address Service Requested Change Service Requested Used for Traditional ACS, OneCode ACS, Full-Service ACS Return Fee Charges as determined by the client's mailer profile Physical Mailpiece redirected based on client's mailer profile Clients must decide on Address Service Requested or Change Service Requested This is information that is kept by the USPS in a mailer profile along with the client contact, file disposition, billing, etc. information 11

12 ASE Six Endorsements 2. Address Service Requested Available All address correction services Return Fee First-Class None Return Fee Standard Mail Weighted Fee for Flats & Letters Physical Mailpiece Month 1-12: mailpiece forwarded Month or undeliverable: mailpiece returned 3. Change Service Requested Available All ACS (electronic) services Return Fee None Physical mailpiece disposed 12

13 ASE Six Endorsements 4. Return Service Requested Available Only for Manual Service Return Fee First-Class None Return Fee Standard Mail First-Class Price for Flats & Letters Physical mailpiece returned 5. Temp - Return Service Requested Available - Only for First-Class Mail & Manual Service Return Fee None Physical Mailpiece If temporary move - mailpiece forwarded If permanent move mailpiece returned 13

14 ASE Six Endorsements 6. Forwarding Service Requested Available Only for Manual Service Not applicable for First-Class Mail Return Fee Standard Mail Weighted Fee for Flats & Letters Physical Mailpiece Month 1-12: mailpiece forwarded o No data provided Month or undeliverable: mailpiece returned 14

15 First-Class Mail Endorsements No mailpiece forwarding or return costs Endorsement Mailpiece New Address Cost Electronic Service Requested Handled according to mailer's profile in ACS Electronic Only Address Service Requested Change Service Requested Return Service Requested Temp Return Service Requested Forwarding Service Requested Forwarded Returned manual or electronic Address Correction fee Electronic Address Correction fee Manual or Electronic Thrown Away Returned Electronic Address Correction fee Electronic Returned Manual FREE (cost of r ) Temporary Moves Forwarded; Manual FREE Permanent Moves Returned (cost of r ) Not used for First-Class Mail Months piece returned with new address, After month 18 or if undeliverable, piece returned with reason for non-delivery Not all options shown 15

16 Standard Mail Endorsements Endorsement Mailpiece New Address Cost Electronic Service Requested Handled according to mailer's profile in ACS Electronic Only Address Correction fee Address Service Requested Forwarded Returned IF Returned manual or electronic Address Correction fee Manual or Electronic Weighted Fee for Returned Change Service Requested Thrown Away Returned Electronic Address Correction fee Electronic Return Service Requested Forwarding Service Requested Returned Manual FIRST-CLASS single piece rate Forwarded None No Address correction for forwarded piece Returned IF Manual Weighted fee charged IF Months piece returned with new address, After month 18 or if undeliverable, piece returned with reason for non-delivery Not all options shown 16

17 Standard Mail Return Fees Return fee based on the ASE used and weight of the mailpiece Full rate single piece First-Class or The weighted fee = Retail Single Piece First-Class x Compare to Standard Mail 5-Digit Barcoded rates for Outgoing Mail less than 3.3 ounces: Letter: $0.247 Flat: $0.362 Letters Full STD Flats Full STD Weight FCM Weighted Weight FCM Weighted

18 Ancillary Service Endorsement Printing Four placements on address side of OM Clear space of 3/8" RMS (1/4" USPS) around the entire endorsement from copy or edges of the mailpiece Minimum of 8 point type (10 pt for ACS), no REVERSE type Text can be in Upper case or U/L, no abbreviations Return Address Required on Front ABC Company 123 Main St Anytown, St Directly Below the Return Address Directly to the left of the postage area Directly above the delivery address PRSRT STD U.S. POSTAGE PAID ABC COMPANY Directly below the postage area #ACSCODE #Mailers Keyline Angel Messenger 33 Crossing Over Ct Jordan, AR

19 Intelligent Mail Barcode and Printing the ASE Printing the Ancillary Service Endorsement (ASE) on a mailing Automation part could be Full-Service Free ACS The Nonautomation Portion ACS Charges would apply How can the ASE be printed for only the Full Service portion of the mailing? How can the mailer control printing on selective mailpieces - for the house list, etc.? 19

20 IMb and ASE Service Type ID - STID Indicates the ACS service Indicates the ASE Mailer ID MID Who has access to the data Serial Number Design to be used for matching to the database Recommend uniqueness for at least 6 months edoc for Full-Service IMb Additional data to be used for the database matching Serial Barcode ID STID MID Routing Code Number 20

21 Service Type ID - STID Service Type IDs indicate the service requested ASR = Address Service Requested CSR = Change Service Requested Service Type Identifiers Class of Address Correction Option Mail Standard Mail Basic option w/o IMb Tracing Basic option w/ IMb Tracing Full- Service w/o IMb Tracing Full- Service w/ IMb Tracing No Address Corrections Manual Corrections * Traditional ACS ASR * 090/540**** 142/539**** 091/542**** 143/541**** Traditional ACS CSR * 092/560**** 242/559**** 093/562**** 243/551**** OneCode ACS ASR * OneCode ACS CSR * Full-Service ACS ASR * Full-Service ACS CSR * Note: Electronic Service Requested is not a service! ****Traditional ACS STID codes changing by June 30,

22 Ancillary Service Endorsement Priorities The printed ASE takes priority over the Service Type ID contained in the IMb When a UAA mailpiece has a ASE that conflicts with the Service Type ID, the mailer will be responsible for all appropriate fees associated with the handling provided based on the printed ASE Example: 1.5 ounce letter - Processed as a manual correction Address Service Requested ASE IMb STID Result 261 No address corrections Client pays: $0.55 for manual address correction OR the weighted fee of $1.632 per returned piece 22

23 Manual Address Corrections Clients that use an Ancillary Service Endorsement without registering with the USPS for an ACS Service automatically receive Manual Address Correction Service 23

24 Manual Address Corrections No application forms No electronic data provided back No association with the MID Require the correct Service Type ID (STID) in the mailpiece IMb Mailpiece or notice is sent to the return address They are responsible for the fees ABC Company 1234 Industrial Blvd Working, WA ADDRESS SERVICE REQUESTED 24

25 Manual Address Correction - Markings Return Address On the front Ancillary Service Endorsement John Doe 10 Elm ST Anytown WA PRSRT STD U.S. POSTAGE PAID ABC COMPANY Address Service Requested Barcode Optional Allison Wonderland 654 Rabbit Rd Wishing, WV ABC Company 123 Main St Anytown, St Address Correction Requested 55 Allison Wonderland 654 Rabbit Rd Wishing, WV Wond568 T /10/2009 NOTIFY SENDER OF NEW ADDRESS Allison Wonderland 185 Downhole Dr Madhatter, MA ! ! 25

26 Manual Address Correction - Details Cost What does it return? HARD COPY at 55 Physical mailpiece or Form 3547 New address or reason for non-delivery No electronic report is provided Best Fit For Clients that do not have electronic capabilities Depending on barcode readability and the Ancillary Service Endorsement, hard copy notices may be generated from other ACS systems 26

27 Returned Mailpieces Mailpieces will have the yellow label that indicates the Change of Address or the reason for nondelivery The yellow label may cover part of the original address Therefore it is recommended that the IMb be placed ABOVE the address block. Allows the client to scan the IMb if needed ABC Company 123 Main St Anytown, St Address Correction Requested! ! Allison Wonderland 654 Rabbit Rd Wond568 T /10/2009 NOTIFY SENDER OF NEW ADDRESS Allison Wonderland 185 Downhole Dr Madhatter, MA ! ! Wishing, WV

28 RMS Tools Checklists RMS Ancillary Service Endorsements Documents Ancillary Service Endorsement charts Can be shared with clients 28

29 Summary ASE are part of an USPS service that captures moved data not captured in NCOA The ASE determines the handling of the mailpiece The mailpiece handling has different costs for Standard Mail and First- Class Mail Clients must make the decisions on which ASE to use There are specific print and IMb requirements for an ASE RMS has tools Charts that explain the ASE options and consequences that can be sent to clients Checklists for mailpiece design 29

30 Training Objective What is an Ancillary Service Endorsements ASE Purpose Client Decisions Types Electronic Service Requested Address Service Requested Change Service Requested Return Service Requested Temp Return Service Requested Forwarding Service Requested Copy Requirements Cost Impact 30

31 RMS Postal Workout Exercise Pillar Bank is mailing 1mm pieces from Bank for a Retail Traffic Driver The mailpiece is a 5 x 8-1/2" card with 4/4 pc, Aqueous Coating and Personalized with ProjeusJet Imaging on both sides The mailing is Full-Service IMb The mailpiece has the copy for Ancillary Service Endorsement "Address Service Requested" Data processing is provided to the client by a third party. The IMb contains the STID Code 293 for all mailpieces. 31

32 RMS Postal Workout Exercise What would you do next? 32

33 RMS Postal Workout Exercise Using the RMS checklist you discover that STID Code 293 does not exist. You advise Pillar that the STID codes must be changed to meet the Full- Service and Nonauto requirements. You provide Pillar with information on the costs of returned mail with "Address Service Requested." 33

34 RMS Postal Workout Exercise Pillar Bank decides to change the ASE to "Change Service Requested. They also agree to have RMS re-process the file for the correct STID codes for ACS. By changing the STID codes, Pillar is able to get the free Full-Service ACS By changing the ASE, Pillar saves the cost of returned mail at $1.137 per piece RMS receives the revenue for the list processing 34

35 RMS Postal Workout Exercise RMS receives an order for 1mm pieces from Kingston Animal Society for a KAS Member Renewal Program. The mailpiece has a 5" x 9" Outer Envelope with a 1/3 duplex imaged personalized Letter, 4/1 Certificate, Labels and Bangtail BRE. KAS submitted copy that has the ASE "Electronic Change Service" printed in the lower left corner of the mailpiece. Electronic Change Service 35

36 RMS Postal Workout Exercise What would you do next? 36

37 RMS Postal Workout Exercise Using the RMS checklists, you determine The ASE is not in the correct position on the mailpiece The text for the ASE is incorrect You advise KAS that the correct text is "Electronic Service Requested" and if not correct the entire mailing would be rejected by the US Postal Service. First step is to choose a service You provide information on the various ACS services and ASE information 37

38 RMS Postal Workout Exercise KAS decides to have RMS correct the copy both text and position They choose the Ancillary Service Endorsement that fits their needs. KAS is able to mail their campaign without the US Postal Service rejecting the mailing. Kingston Animal Society 123 Main St Anytown, St Electronic Service Requested Saved the client thousands dollars on the cost of reprinting the outer envelope and/or reprinting the full job with the correct information. KAS is appreciative that you have informed them of the corrections that will allow them to receive their desired results. KAS has a new perception of you and RMS 38

39 To Complete the RMS Postal Workout #10 Ancillary Service Endorsements Please access and complete the On-line Achievement Certification Quiz Thank You! 39