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Mail Entry & Payment Technology Building the Intelligent Mail ® Barcode: Initial Steps for Mailers From POSTNET ™ … …To IMb ™ Alicia Bright Chelsea Burnett.

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Presentation on theme: "Mail Entry & Payment Technology Building the Intelligent Mail ® Barcode: Initial Steps for Mailers From POSTNET ™ … …To IMb ™ Alicia Bright Chelsea Burnett."— Presentation transcript:

1 Mail Entry & Payment Technology Building the Intelligent Mail ® Barcode: Initial Steps for Mailers From POSTNET ™ … …To IMb ™ Alicia Bright Chelsea Burnett

2 Mail Entry & Payment Technology  To discuss what you need to know to produce the Intelligent Mail barcode for letters and flats  To discuss the foundation of Intelligent Mail Services  To provide you with the knowledge and resources to assist your transition to the Intelligent Mail barcode What is our Goal? 2

3 Mail Entry & Payment Technology Webinars  The Postal Service will host a series of webinars to assist mailers in transitioning from the POSTNET barcode to the Intelligent Mail Barcode. To get the most out of using the Intelligent Mail barcode, mailers are encouraged to attend all three sessions in the series. 3

4 Mail Entry & Payment Technology Webinar Schedule Webinar DatesWebinar TitleWebinar Description June 20, 2012 and September 6, 2012 Building the Intelligent Mail barcode – Initial Steps for Mailers: To help you get ready for the January 2013 retirement of the POSTNET barcode, this webinar will provide an understanding of how you can continue to take advantage of automation pricing. The webinar will cover the steps for migration to the Intelligent Mail barcode. You will learn the building blocks for creating the Intelligent Mail barcode; This includes obtaining a Mailer ID, knowledge on the different Service Type Codes and how to use for your mailing needs. June 28, 2012 and September 13, 2012 The World of MIDs, CRIDS, and the Business Customer Gateway Focus will be on Customer Registration IDs (CRIDs), Mailer IDs (MIDs), and how you can obtain MIDs and CRIDs. You will learn about the multiple ways Mail Owners and Mailing Agents can acquire an MID., when and how it is used in the Intelligent Mail barcode, electronic mailing information and receipt of Full-Service data. July 12, 2012 and September 20, 2012 Reaping the Benefits of Intelligent Mail Learn how to reap the benefits of Intelligent Mail and Full-Service feedback. This webinar will cover Service Type IDs (STIDs) and how they can help you keep your address list up to date, the various Full- Service feedback reports available and where you can find them. 4

5 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcode for Mailpieces  Changes to Regulations  Reply Mail  Resources  Implementing the Intelligent Mail Barcode Agenda 5

6 Mail Entry & Payment Technology  On May 2012, Final Rule was published to advise the industry of Jan 2013 requirement for IMb for automation price eligibility  January 2013 Requirements The POSTNET barcode will be retired for automation discount qualification  IMb required for automation letters and flats  IMb required for QBRM and PRM letters Important Dates 6

7 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail? - Definition - Classes of Mail - Options & Requirements - Benefits  The Mailer ID  Intelligent Mail Barcode for Mailpieces  Changes to Regulations  Reply Mail  Resources  Implementing the Intelligent Mail Barcode Agenda 7

8 Mail Entry & Payment Technology  A technology that will support future generations of postal products, services, and associated features.  A technology platform made possible by the suite of Intelligent Mail barcodes. Definition 8

9 Mail Entry & Payment Technology 9  IMb™ services apply to the following mail and processing categories: First-Class Mail ® letters and flats Standard Mail ® letters and flats Periodicals letters and flats Bound Printed Matter flats Reply Mail QBRM PRM Classes of Mail

10 Mail Entry & Payment Technology IMb Service Options: Basic and Full-Service Description BasicFull-Service IM TM Barcode on mailpieces Required IM tray barcode on trays & sack labels OptionalRequired IM container barcode on container placards OptionalRequired* Electronic documentation (eDoc) Optional (Recommended)Required Start-the-ClockNAAvailable Automated address correction at no additional charge NAAvailable 10 * Only when containerization is required

11 Mail Entry & Payment Technology Intelligent Mail Basic Option Requirements  Apply Intelligent Mail barcodes on letter and flat mailpieces  Populate ALL fields in the barcode Barcode ID Service Type ID Mailer ID Serial Number Routing Code 11

12 Mail Entry & Payment Technology 12 Intelligent Mail Full-Service Option Requirements  Unique Intelligent Mail® barcodes on mailpieces, trays, sacks and containers  Electronic mailing Information which identifies mail owner and mail preparer must be submitted using: Mail.dat® Postal Wizard Mail.XML® Intelligent Mail barcode Intelligent Mail tray barcode Intelligent Mail container barcode

13 Mail Entry & Payment Technology  Continue to receive automation prices  Sets the foundation for Full-Service  Integrates value-added service in one barcode Increases available marketing space on mailpieces Offers OneCode ACS ® at less cost than traditional ACS ® What is Intelligent Mail®? Benefits of the Basic Option 13

14 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID (MID) What is a Customer Registration ID (CRID)? What is a Mailer ID (MID)? Using a MID Acquiring a MID Registering on the BCG  Intelligent Mail Barcode for Mailpieces  Changes to Regulations  Reply Mail  Resources  Implementing the Intelligent Mail Barcode Agenda 14

15 Mail Entry & Payment Technology 15 What is a Customer Registration ID?  Unique identifier created by the USPS to identify a company at a business location address  Connects a business Location’s information across all USPS applications  Associates every Permit Number and Mailer ID issued (there may be multiple Permit Numbers or MIDs associated to a single CRID)  Used to identify submitter of electronic documentation 15 Identifies company location Created by USPS Assigned by USPS based on volume

16 Mail Entry & Payment Technology 16 What is a Mailer ID?  MIDs are required in the IM barcodes and used for identification of the mailpiece, handling unit (trays and sacks) and containers.  For Basic or Full-Service it can be the mail owner’s, mail preparer’s, or stakeholder in the mail supply chain.  The MID is a 6- or 9-digit number assigned by the Postal Service® based primarily on documented historic mail volume. A 6-digit MID may be issued based on annual volume of 10 million pieces. A single 9-digit MID may be issued regardless of annual volume. Additional 9-digit MIDs may be issued based on annual volume in increments of one million pieces.  6-digit Mailer IDs begin with a 0 – 8  9-digit Mailer IDs begin with a 9

17 Mail Entry & Payment Technology  MIDs are used in the IMb for identification purposes. The MID will identify the mailpiece, handling unit (trays and sacks) and containers.  If you are doing Full-Service you can use the MID in the following ways: MIDs can be used to identify the mail preparer (By) and mail owner (For) By/For Relationship is used to determine the data recipients for Full-Service Feedback Mail owner has the option to delegate the receipt of Full- Service ACS™ data by establishing MID profiles using the Mailer ID 17 How are MIDs used?

18 Mail Entry & Payment Technology What would you like to do? If you are a… You will be able to… You will receive… Use these instructions Acquire a single MID/CRID Mail OwnerGo to the USPS Web Portal on the Business Customer Gateway and request the MID/CRID A MID and CRID from BCG Single MID Generation via Business Customer Gateway Acquire multiple MIDs/CRIDs using a manual process Mail Owner or Mail Service Provider Download the MID/CRID Excel spreadsheet from the RIBBS(?) webpage, enter in Mail Owner information and submit. Up to 500 CRIDS and/or MIDs on behalf of others Bulk Acquisition via Manual Data Request Acquire multiple MIDs/CRIDs using Mail.XML Mail Owner or Mail Service Provider Submit a Mail.XML request message to acquire multiple MIDs/CRIDs Multiple MIDs on behalf of others Bulk Acquisition and Verification via Mail.XML Acquiring a MID 18

19 Mail Entry & Payment Technology How can I obtain a single Mailer ID (MID)?  The following steps outline how to acquire a Mailer ID: 1. Obtain a username and password from Business Customer Gateway and login. 2. From the Welcome Screen of the Gateway, click on the link to “Mailer ID”. 3. Populate the requested information which will allow you to create a MID. 19

20 Mail Entry & Payment Technology Register with BCG Business Customer Gateway https://gateway.usps.com 20  Click on the New User Registration link on BCG Main Page

21 Mail Entry & Payment Technology Create a Business Account Profile 21 First, begin by creating a Business Account Profile. Enter the requested information, as shown above, to generate a business account username and password.

22 Mail Entry & Payment Technology Create a Business Account Profile, cont. Once all the information has been entered, click the Create Account button located on the bottom right of the screen. 22

23 Mail Entry & Payment Technology Completed Registration 23 Once you are registered, the above screen will appear. Wait a few seconds and the screen will automatically update so that you can then select the Business Services you wish to be accessible to your account.

24 Mail Entry & Payment Technology 24 Adding Services to Your Account You will see a list of the available business services. Click on “Mailer ID” to add the service to your account. This will allow you to request a MID.

25 Mail Entry & Payment Technology 25 Associate the Service with a Location The service you selected now appears. Notice that the CRID was automatically created behind the scenes when you selected your service(s) from the previous screen. Click on the checkbox to associate this service with this location and click on “Next”.

26 Mail Entry & Payment Technology 26 Confirm Adding a Service Review the information and confirm your selection to associate this service with this business location.

27 Mail Entry & Payment Technology 27 BSA Administrator Role When creating a new user account, if no one from this location has previously logged in and accepted the overall BSA role, you will be prompted to accept it. If you do not accept it, all requests for services will be pending and you will be unable to proceed until someone accepts this role.  Key contact for a Business Location for the management of the selected Service  Approves and deactivates all user requests for that Service at a business location  Establishes the business locations (CRIDs) where permits and Mailer IDs will be linked

28 Mail Entry & Payment Technology 28 BSA Access Granted After accepting the BSA role, the above screen will appear. Click “Continue” to advance to the BCG home page where you will be able to request a MID.

29 Mail Entry & Payment Technology 29 BCG Welcome Screen You may request a MID from the BCG welcome screen. Under the Design & Prepare section, select the “Mailer ID” link.

30 Mail Entry & Payment Technology 30 MID Error Message As a new user, there will be no MIDs associated with the CRID yet. The following message will appear. Click on OK and advance to the next screen.

31 Mail Entry & Payment Technology 31 Request a MID To request a new Mailer ID for the Business Location, select “Request a MID” button. Displays the Mailer IDs that are associated with the selected business location from the Mailer ID. As a first time user, you have not associated a MID with this CRID yet but once an association with a MID and CRID had been made, this would be populated.

32 Mail Entry & Payment Technology 32 Request a MID Next, to apply for a MID, select the type of MID that you are eligible to receive: A 6- digit MID is issued based on annual volume of 10 million pieces A 9- digit MID is issued based on annual volume of 1 million pieces

33 Mail Entry & Payment Technology 33 Request a MID Next, select the quantity of MIDs you would like to request. Place that number in the rectangular box and click Request MID. Mail Owners/Preparers with sufficient volume can request five 6-Digit MIDS or ten 9-Digit MIDs

34 Mail Entry & Payment Technology 34 Select MID Service Type Scrolling down further on the page, you must also select the MID service type. To finish, click “Request MID”. Your Mailer ID will be displayed on the next screen in blue.

35 Mail Entry & Payment Technology 35 Review Your MID Service Type Your requested Mailer ID is displayed in blue.

36 Mail Entry & Payment Technology Confirm (IMb Tracing) MID Selection 36

37 Mail Entry & Payment Technology  Mail Service Providers to acquire MIDs on behalf of others, CRIDs and/or 9- digit MIDs may be generated one at a time, or in bulk  Mail Service Providers must submit applications and files to USPS in accordance with the following Excel format below. Additional details can be found on RIBBS at: https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_g uides/MIDCRIDAgentExcelProcess.pdf https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_g uides/MIDCRIDAgentExcelProcess.pdf  Each Excel spreadsheet may include requests for up to 500 CRIDs and/or nine-digit MIDs per spreadsheet. If additional CRIDs or nine-digit MIDs are needed, the customer may submit multiple spreadsheets, each with a maximum of 500 CRIDs and/or nine-digit MIDs per spreadsheet. Bulk Acquisition via Manual Data Request 37 Request Format Customer Source ID Company NameAddress 1Address 2CityStateZIPCountry Delegate to MID# (Optional)

38 Mail Entry & Payment Technology 38 Bulk Acquisition Manual Process  Once the Excel spreadsheet has been created and populated, the Mail Service Provider should prepare and send an to the PostalOne! Customer Care Center: The must be submitted by the Mail Service Provider’s Business Service Administrator for the Mailer ID service. The Subject line of the should read “CRID / Mailer ID Application”. The body of the must contain the following elements: Name of Requesting Company (Mail Service Provider) Mailer ID Business Service Administrator Name and Number (for questions or issues. Indicate if request is for both nine-digit Mailer IDs and CRIDs or CRID Only.

39 Mail Entry & Payment Technology 39 Bulk Acquisition Manual Process  Requests are processed on a first-come, first-serve basis  Response spreadsheets will be ed back to the originator Response Format Customer Source ID Company Name Address Line 1 Address Line 2CityStateZIPCountry Delegate to MID# (Opt) Pre- existing MIDCRID MID

40 Mail Entry & Payment Technology 40 Bulk Acquisition Manual Authorizaton The Postal Service will consider the Mailer ID Business Service Administrator to be duly authorized by the Mail Owner to make required certifications to the Postal Service. The following authorization statement: “This pertains to the Mailer ID (MID) and/or Customer Registration ID (CRID) requested on behalf of the Mail Owner(s) identified in the attached file to the United States Postal Service (USPS): We, (insert name of Mail Service Provider), certify to the United States Postal Service that we are acting as a Mail Service Provider with the US Postal Service to obtain the services requested for business mailing matters on a Mail Owners behalf. “ Privacy Notice: For information regarding our Privacy Policy visit

41 Mail Entry & Payment Technology 41 Bulk Acquisition and Verification via Mail.XML  Mail Service Providers can acquire multiple MIDs on behalf of others  Mail Service Providers can generate CRIDs and nine-digit MIDs in bulk or one at a time on behalf of others  CRIDs and nine-digit MIDs requests for customers is supported through the USPSMIDCreateRequest and USPSCRIDRequest Mail.xml messages  Mail Owners and Mail Service Providers must provide the company name and address information for the parties that need the CRID and/or nine-digit MID assignment If a CRID or nine-digit MID already exists, the USPSMIDQueryRequest and USPSCRIDQueryRequest Mail.xml response messages will provide the existing CRID and nine-digit MID information These messages can be used to validate mailer information prior to eDoc submission

42 Mail Entry & Payment Technology What would you like to do? If you are a… You will be able to… You will receive… Use these instructions Validate MID/CRID ownership Mail Owner or Mail Service Provider Submit your request through BCG or Mail.XML message Review of validation on screen or message from Mail.XML Validating CRIDs and/or Nine-Digit MIDs Validating a CRID 42

43 Mail Entry & Payment Technology A user can validate ownership (name and address) of a CRID by using the “Add a Service” tool. 1.Logon to the Business Customer Gateway and select “Request Access” link. 2.Select any existing service listed. Note: The service selected has no impact on the validation process. It is just a means to access the CRID information. 3.Once a service has been selected, the “Select Business Locations” page is loaded. 4.Click the “Add Location” button. Validating CRIDs 43

44 Mail Entry & Payment Technology 5.This will load the “Add a Service” page. The page should default to “Search by Existing Business CRID”. If the associated radio button is not selected, be sure to select the radio button to enable the search by CRID. 6.Enter the CRID you wish to validate in the “CRID” text box and push the “Continue” button. The system will then display the name and address associated with that CRID. 7.Validated the information for the CRID, click “Cancel” to end the search. Note: You do not want to add the service to your profile. 8.Repeat this process for each CRID you want to verify. Validating CRIDs, cont. 44

45 Mail Entry & Payment Technology 1.MIDs may be validated through the address book function in the “Mailer ID” tool. 2.To access the address book, login to the Business Customer Gateway and select “Mailer ID”. 3.At the top of the page, select the “Address Book: Add Data Recipients” link. 4.In the “Address Book”, enter the Mailer ID you wish to verify in the “MID” field and press the “Add Entry” button. Validating MIDs, cont. 45

46 Mail Entry & Payment Technology 5.The system will return a dialog box displaying the name and address associated with that Mailer ID. 6.Once you have validated the information for the MID, click “Cancel” to end the search. You do not want to add the entry to your Address Book. 7.Repeat this process for each MID you want to verify. Validating MIDs, cont. 46

47 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcode for Mailpieces Comparison of IMb and POSTNET Barcodes Data Fields in the IMb Key IMb Checklist  Changes to Regulations  Reply Mail  Resources  Implementing the Intelligent Mail Barcode Agenda 47

48 Mail Entry & Payment Technology 48 Comparison of IMb and POSTNET Barcodes The Intelligent Mail barcode  The POSTNET barcode includes the Routing Code Only.  The Intelligent Mail barcode also includes the Routing Code, and four additional fields 1. Mailer ID (MID) 2. Service Type ID (STID) 3. Serial Number 4. Barcode ID

49 Mail Entry & Payment Technology 49 Comparison of IMb and POSTNET Barcodes The Intelligent Mail barcode  Is a vehicle for enabling services (on Postcards, Letters and Flats) by use of the STID  Allows for tracking of mailpieces through the mailstream  Data available through the IMb Tracing® program (formerly known as Confirm Service)  Allows mailers to qualify for automation prices

50 Mail Entry & Payment Technology Comparison of IMb and POSTNET Barcodes  Previous barcodes used by USPS: Used image-based fonts Did not require encoding algorithms  POSTNET Example: =  Visually determine the information….(74210)  Intelligent Mail barcode requires an encoding algorithm Bar-for-bar image Cannot be determined visually, requires conversion with algorithms INTELLIGENT MAIL BARCODE EXAMPLE: DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT 50

51 Mail Entry & Payment Technology Data Fields in the IMb Barcode ID (2N) Service Type ID (3N) Mailer ID (6N) Mailer ID (9N) Serial Number (9N) Routing Code (0, 5, 9 or 11N) Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs Serial Number (6N)  The Intelligent Mail barcode for mailpieces is a height-modulated barcode that encodes up to 31 digits of mailpiece data into 65 vertical bars using 4-state symbology.  The maximum 31-digit string contains a 20-digit Tracking Code representing the first 4 fields and a maximum 11-digit Routing Code.  The IMb is always 65 bars, regardless of ZIP Code® length, and does not require a check-digit or frame bars.  All IMb fields must have numeric values only. 51

52 Mail Entry & Payment Technology Data Fields in the IMb – Barcode ID  A 2-digit field reserved to encode the presort identification printed in human-readable form on the Optional Endorsement Line (OEL)  Should be left as “00” if an OEL is not printed on the mailpiece  For automation flat-size mail, it must be populated with OEL coding corresponding to sortation level.  Use the Intelligent Mail Technical Resource Guide or the Intelligent Mail Barcode Specification to select the correct OEL code if producing auto flats. https://ribbs.usps.gov/onecode_solution/documents/tech_guides/USPSIMB_Tech_Resource_Guide.pdf Section 3 52

53 Mail Entry & Payment Technology Data Fields in the IMb – Service Type ID (STID)  A 3-digit field used to identify the class of mail and any additional or special services requested for the piece such as OneCode ACS, IMb Tracing, or no service  Defines the mailpiece as Full-Service, Basic or Non-Automation  Used to determine the disposition of Undeliverable-As-Addressed (UAA) mail and the form of address correction desired by the mailer 53 https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf Section 2.4

54 Mail Entry & Payment Technology 54 The following chart provides an overview of the most common STIDs per class: Commonly Used Service Type IDs (STIDs)

55 Mail Entry & Payment Technology 55  *Consult Page 115 of A Guide to Intelligent Mail for Letters and Flats document as well as the STID list, both located on RIBBS Intelligent Mail Barcodes (IMb™) Data Fields in the IMb – STID* https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf

56 Mail Entry & Payment Technology  No services  Manual address correction  Traditional ACS ®  OneCode ACS ®  IMb Tracing ®  Manual address correction with IMb Tracing  Traditional ACS with IMb Tracing  OneCode ACS with IMb Tracing Intelligent Mail Barcodes (IMb™) Basic Option Services (separate fees & STIDs) 56 Data Fields in the IMb – Service Type ID (STID)

57 Mail Entry & Payment Technology  Used to identify the mail owner, mail preparer, or any stakeholder in the supply chain  A 6-digit or 9-digit field that is USPS assigned  Required in the Intelligent Mail Barcode https://gateway.usps.com 57 Data Fields in the IMb – Mailer ID (MID)

58 Mail Entry & Payment Technology  A 6 or 9-digit field defined by the mailer If Mailer is using a 9 digit MID, the Serial Number will be 6 digits. If Mailer is using a 6 digit MID, the Serial Number will be 9 digits  Not required to be unique when qualifying for Basic automation prices  Must be unique for the Full-Service option for 45 days from the date of induction into the Postal Service.  The uniqueness method is left up to the mailer.  Uniqueness can be achieved by serializing the mailpieces.  Can be zeroes or static non-sequential number for Basic option in conjunction  Uniqueness is determined by the 6- or 9-digit MID and the 6- or 9-digit Serial Number, in conjunction with the class of mail as indicated by the STID. 58 Data Fields in the IMb – Serial Number

59 Mail Entry & Payment Technology  5-digit, 9-digit, or 11-digit field that identifies the delivery ZIP Code data in the address (same routing information currently used in the POSTNET™ barcode)  Routes the mailpiece during processing  When used on automation-price eligible letters and flats, the routing code must contain an 11-digit delivery point code  11-digit delivery point routing codes are not permitted on Business Reply Mail 59 Data Fields in the IMb – Routing Code

60 Mail Entry & Payment Technology 60 Key IMb Checklist  Barcode ID – A 2 digit field to encode an optional endorsement line on OEL. Must use “00” if an OEL is not printed on the piece  Service Type ID - Annotates class of mail & additional services that were requested. At a minimum provide Mail Class. Do not use “000”.  Mailer ID – Populate with Mailer ID obtained from the USPS. For Basic or Full- Service it can be the mail owner, mail preparer, or stakeholder in the supply chain.  Serial Number – A numbering sequence assigned by the Mailer. For the Basic service, the Serial Number does not need to be unique and can be the same on all the mailpieces. If using Full-Service, it must be unique.  Routing code – Must be a valid ZIP+4 Code; derived from CASS-certified software that accurately matches the delivery address. Must never be padded with zeroes, spaces or nulls. Same as POSTNET.

61 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcodes  Changes to Regulations Barcode Placement  Reply Mail  Implementing Intelligent Mail Barcodes  Resources Agenda 61

62 Mail Entry & Payment Technology  Letters and Postcards  Automation Price and Enhanced Carrier Route (automation letters) Saturation or High Density  Must bear IMb with correct delivery point routing code  May not bear a POSTNET barcode or IMb with 5-digit or 9- digit routing code in the lower right corner (barcode clear zone)  May bear a POSTNET barcode or additional IMb in the address block only if qualifying IMb with delivery point routing code appears in the lower right  Non-automation letters may bear an IMb or POSTNET barcode Changes to Regulations - Barcode Placement 62

63 Mail Entry & Payment Technology  Flats  Automation Price  Must bear IMb with a delivery point routing code  Anywhere on the address side at least 1/8” away from any edge  May not bear a 5-digit or 9-digit barcode  May bear a POSTNET barcode or additional IMb in the address block when the qualifying IMb is not in the address block  Other non-USPS barcodes may appear on the address side if the barcode format is not recognizable to automated postal flat-sorting equipment Changes to Regulations - Barcode Placement 63

64 Mail Entry & Payment Technology  Non-Automation First-Class Mail or Standard Mail Letters and Flats  Any Intelligent Mail barcode on non-automation First-Class Mail or Standard Mail mailings must be correct for the delivery address and meet the DMM standards for barcoding  Barcode Clear Zone  Letters and Postcards  Automation Price or Enhanced Carrier Route  Must have a barcode clear zone unless the piece bears an IMb with a delivery point routing code in the address block Changes to Regulations - Miscellaneous 64

65 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcodes  Changes to Regulations  Reply Mail Reminder: IMb Required Key IMb Checklist for Reply Mail IMb Artwork at No Charge  Resources  Implementing Intelligent Mail Barcodes Agenda 65

66 Mail Entry & Payment Technology  Qualified Business Reply Mail QBRM is a postcard or letter (up to 2 oz.)  QBRM requires payment of the annual account maintenance fee All QBRM letters and cards that are returned to permit holders are required to bear an IMb effective January 2013  Permit Reply Mail All PRM letters and flats that mailers distribute, regardless of method, are required to bear an IMb effective January 2013  Mailers are encouraged to use the IMb on Courtesy Reply Mail (CRM), Meter Reply Mail (MRM), and Business Reply Mail (BRM) but are not required to utilize it. Reply Mail 66

67 Mail Entry & Payment Technology 67 Key IMb Checklist for Reply Mail  Barcode ID - Must use “00”.  Service Type ID - Must use a valid STID for Reply Mail. Must not use “000”.  Mailer ID – May use Mail Owner or Service Provider MID. Do not populate with fictitious number or zeroes. Not required when using Origin IMb Tracing (formerly Confirm Service).  Serial Number – Does not need to be unique. Can be the same on all mailpieces or all zeroes. Can represent a mailing event or mailing frequency. https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf  Routing code – Must be a valid ZIP+4 Code assigned by USPS (size-specific for QBRM). Only 9-digit delivery point routing codes are permitted on BRM/QBRM. Must never be padded with zeroes or spaces; same as POSTNET. Must register with IMb Tracing Help Desk when using Origin IMb Tracing.

68 Mail Entry & Payment Technology  USPS offers online artwork capabilities utilizing the Automated Business Reply Mail (ABRM) tool The ABRM tool can provide artwork for letter and card-size pieces of domestic Reply Mail ABRM can be used to produce:  Courtesy Reply Mail (CRM)  Business Reply Mail (BRM)  Qualified Business Reply Mail (QBRM)  Meter Reply Mail (MRM)  FIM & Barcode Only  Customers must create or have an existing account in BCG to access the ABRM tool.  PostalOne! users can access the ABRM Tool at: https://www.usps.com/business/reply-mail-solutions.htm https://www.usps.com/business/reply-mail-solutions.htm  Customers in need of mailpiece design assistance may contact the MDA Support Center by dialing or sending a request via to Reply Mail Online IMb Artwork Offered by USPS 68

69 Mail Entry & Payment Technology Navigate to the web page 1.Click on Receive Business Mail 2.Click on Reply Mail Instructions to access the ABRM Tool

70 Mail Entry & Payment Technology 3.Click on Create Reply Mail Online 3 70 Reply Mail

71 Mail Entry & Payment Technology 4.The interim link will take customers to the Business Customer Gateway homepage 71 Interim Link

72 Mail Entry & Payment Technology 5.New Users can click on New User Registration 6.Existing customers can log in using their user name and password 72 Business Customer Gateway Register

73 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcode for Mailpieces  Changes to Regulations  Reply Mail  Resources Personal and Online Assistance Tools & Validation RIBBS  Implementing the Intelligent Mail Barcode Agenda 73

74 Mail Entry & Payment Technology 74 For Personal Assistance…  Access tools, documentation and reference materials under the Intelligent Mail menu on RIBBS  https://ribbs.usps.gov/index.cfm?page=intelligentmail  Talk to Suppliers and Vendors that Generate Barcodes  Talk to USPS Representatives About Barcode Requirements  To find your local Business Mail Entry (BME) Manager, go to: https://ribbs.usps.gov/index.cfm?page=intellmailresources https://ribbs.usps.gov/index.cfm?page=intellmailresources  For PostalOne! and Intelligent Mail support call the Help Desk at (800)  To request assistance from a Mailpiece Design Analyst (MDA) contact the MDA Support Center at (855) or send a request via to

75 Mail Entry & Payment Technology For Online Assistance…  Review Guides and Specifications Online at the RIBBS Website:  For Owners, Developers & Software Developers For Owners, Developers & Software Developers  A Beginners Overview to Intelligent Mail Services A Beginners Overview to Intelligent Mail Services  view.pdf view.pdf  A Guide to Intelligent Mail for Letters and Flats A Guide to Intelligent Mail for Letters and Flats  entMailLettersandFlats.pdf entMailLettersandFlats.pdf  User Access to Electronic Mailing Information and Reports Guide User Access to Electronic Mailing Information and Reports Guide  https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/user_access/ user_access.htm https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/user_access/ user_access.htm  A Resource Map to Intelligent Mail  https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/ResourceMa pToIntelligentMail.pdf https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/ResourceMa pToIntelligentMail.pdf  Review the Latest Proposal & Federal Register News  75

76 Mail Entry & Payment Technology For Online Assistance…  Review Guides and Specifications Online:  For Software Developers For Software Developers  Postal Service Mail.dat Technical Specification Postal Service Mail.dat Technical Specification  ec.htm ec.htm  Postal Service Mail.XML Technical Specification Postal Service Mail.XML Technical Specification  pec.htm pec.htm 76

77 Mail Entry & Payment Technology 77  To Apply for a Mailer ID using the Business Customer Gateway Go To:  https://gateway.usps.com https://gateway.usps.com  To Download Windows and Mainframe Encoder Software and Fonts Go To:  https://ribbs.usps.gov/onecodesolution/download.cfm https://ribbs.usps.gov/onecodesolution/download.cfm  To Plan and Construct Your Barcode  Review the Intelligent Mail Barcode Specification at:  https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_gui des/SPUSPSG.pdf https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_gui des/SPUSPSG.pdf  Review the Steps to Create the Intelligent Mail Barcode at:  https://ribbs.usps.gov/index.cfm?page=intellmailmailpieces https://ribbs.usps.gov/index.cfm?page=intellmailmailpieces  Review Barcoding Regulations in Domestic Mail Manual  For Online Assistance…

78 Mail Entry & Payment Technology Summary of Tools Available to You  Letter-Size Mail Dimensional Standard Template Notice 3-A Provided to Mailers at no charge  Automation Template – Notice 67 Provided to Mailers at no charge  Automation Barcode Gauge – Item 04A Provided to Mailers at no charge  Optical Comparator – Eyepiece Reticle Mailers can purchase from Vendor  Basic Online Decoder Tool Provided to Mailers at no charge 78

79 Mail Entry & Payment Technology  This template is used to determine the size, shape, aspect ratio, and thickness requirements for letter processing.  Provided to mailers at no charge Resources 79 Tools: Letter-Size Mail Dimensional Standard Template Notice 3-A

80 Mail Entry & Payment Technology  Multi-purpose template used to determine the automation compatibility of letter-size mailpieces.  Will evaluate: Delivery address area Address & window clearances Address print characteristics Address block barcode clearances Lower right barcode placement Reply Mail guidelines  Provided to mailers at no charge Resources Tools: Automation Template – Notice 67 80

81 Mail Entry & Payment Technology  Automation Barcode Gauge Template (Item #04A)  Measures barcode length skew, pitch, clear zones, and bar parameters of the POSTNET™ and Intelligent Mail ® barcodes  Latest version produced December 2009, Revision G  Provided to mailers at no charge Resources Tools: Automation Barcode Gauge – Item 04A 81

82 Mail Entry & Payment Technology  Optical Comparator 6X (Eye Gauge) by Gage-Line Technology  Complements Item 04A with ability to measure bar parameters, bar skew, bar pitch, etc.  Mailers can purchase from vendor Resources Tools: Optical Comparator – Eyepiece Reticle 82

83 Mail Entry & Payment Technology Basic online decoder tool is available at: https://ribbs.usps.gov/index.cfm?page=encoder Resources Tools: Basic Online Decoder Tool 83

84 Mail Entry & Payment Technology Resources  Ensure the test plan has pre-established results Know the CORRECT results and use available tools to ensure outcomes match them  Validate input Ensure all data elements for barcode content match either yours or your customer’s specifications  Validate output Print samples from each piece of equipment that could be used in actual production Provide samples to your local Business Mail Entry Unit (BME), MDAs or service providers Test & Validate Your Barcodes 84

85 Mail Entry & Payment Technology You can view or download the Guides and Specifications from RIBBS Resources RIBBS 85

86 Mail Entry & Payment Technology  Weekly Updates  New Features  Release Information  Tips  Archive of Updates  To sign up go to  asp asp DMM Advisory is published weekly and provides current information on Intelligent Mail ® Resources RIBBS 86

87 Mail Entry & Payment Technology  Important Dates  What is Intelligent Mail?  The Mailer ID  Intelligent Mail Barcode for Mailpieces  Changes to Regulations  Reply Mail  Resources  Implementing the Intelligent Mail Barcode What you need IM Barcode Encoding How to Generate a Barcode Agenda 87

88 Mail Entry & Payment Technology 88 What you need…  A USPS or vendor-developed barcode encoder and font for the Intelligent Mail Barcode Must be “00” if an OEL is not printed on the piece Class of Mail and Required Service (none, ACS, IMb Tracing) Mailer or Mail Preparer – Assigned by USPS Data Management Plan – Assigned by Mailer CASS™-MASS™ /DPV ® /LACS Link® software Barcode ID Service Type Mailer ID Routing Code Serial Number

89 Mail Entry & Payment Technology Intelligent Mail Barcode Encoding  Created by downloading and installing the encoder and font The encoder converts the 20-digit tracking code and routing code, a maximum of 11-digit into a combined 65-character string representing the ADFT characters. A special font is required to convert 65 ADFT character string into the IMb.  Height-modulated barcode and uses 4-state symbology: Full bar, Ascender, Tracker, and Descender IMb™ example: DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT 89

90 Mail Entry & Payment Technology Generate the Barcode  There are three steps required to generate the Intelligent Mail® barcode on letters & flats: 1. Generate the 31-digit code 2. Encode the 31-digits 3. Print the barcode on mailpieces 90

91 Mail Entry & Payment Technology Form 31-digit Payload USPS Technical Resource Guide Step  Gather and assemble data to form the 31-digit Payload Barcode ID Ex. 50 for Mixed AADC Service Type Ex. 700 for First-Class Mail Mailer ID Ex USPS-assigned Routing Code Ex Delivery Point ZIP Serial Number Ex: Mailer-assigned Implementing the IMb™ 91 Form the 31-digit Payload Mailing List DB

92 Mail Entry & Payment Technology Download encoders and user guides from Apply Encoding Algorithm Encoder Library Step 2 Form 31-digit Payload USPS Technical Resource Guide Step DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT Implementing the IMb™ 92 Apply Encoding Algorithm Mailing List DB

93 Mail Entry & Payment Technology Apply Encoding Algorithm Encoder Library Step 2 Form 31-digit Payload USPS Technical Resource Guide Step DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAA FTFTADTTT Print Intelligent Mail® Barcode Printer-Specific Fonts USPS or Vendor Developed Font Package Step 3 Implementing the IMb™ 93 Print Mailing List DB

94 Mail Entry & Payment Technology Questions?


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