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Session Topics USPS Business Customer Gateway Mailer Scorecard

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Presentation on theme: "Session Topics USPS Business Customer Gateway Mailer Scorecard"— Presentation transcript:

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2 Session Topics USPS Business Customer Gateway Mailer Scorecard
Other USPS Forms Online Enterprise Payment System Open Q&A

3 Terminology eDoc – Electronic Documentation – Digital copies of USPS forms 3541 and 3602 Postage Statements transmitted to USPS through the Internet Full-Service – USPS program for business mailers that successfully and accurately use eDoc BCG – Business Customer Gateway – USPS website for business mailers to manage account and other services, review eDoc, track mail and more Mailer Scorecard – Area within the BCG that reports mail volume, accuracy and compliance with Full-Service requirements

4 Electronic Documentation
eDoc replaces hardcopies of: PS Form Periodical Mail Postage Statement PS Form Marketing Mail Postage Statement USPS Qualification Report

5 eDoc Submission Methods

6 Business Customer Gateway
Sign in at

7 Mailer Scorecard – Full-Service
Access Mailer Scorecard Access the Mailer Scorecard via Business Customer Gateway (BCG): 1 2 OR 4 3

8 Mailer Scorecard – Full-Service
Select eDoc Submitter view if: The eDoc Submitter view aggregates data across the CRID used when submitting your electronic documentation Assessments are generated per eDoc Submitter CRID Select Mail Owner or Mail Preparer if: Mail Owners may view their data by each Mail Preparer Mail Preparers (with fewer than 60 Mail Owners) may view their data by each Mail Owner Select Mail Owner or Mail Preparer Scorecard Details if: You are a Mail Preparer with greater than 60 Mail Owners to see a view of each Mail Owner 1 2 3

9 Mailer Scorecard – Full-Service
Mailer Profile Tab Summary 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* Total Volume: from eDoc and hard copy Postage Statements - populated based on Mailer’s Mailing Date Mail Classes/ Processing Categories from eDoc and Postage Statements Full-Service Volume from eDoc and Postage Statements * Note that Mailers can submit an eDoc for mailings and not claim the Full-Service rate on all mailpieces. eDoc Submission Type* from eDoc only

10 Mailer Scorecard – Full-Service
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 percent - occurs within 48 hours of finalization Changes in metrics since previous month highlighted Green: improved more than 5% Red: declined more than 5% Yellow highlight (pictured left) exceeds USPS threshold Data displayed in number metrics, number trending, percent metrics, percent trending views Tooltips appear when you hover over a column or row header to explain the metric

11 Most Common Full Service Error Types?
Error Reporting Root Cause—Full Service Mailer Scorecard – Full-Service Error Reporting Root Cause –Full Service What is the source of all Full Service errors? Full Service errors are the result of eDoc only. Full Service errors are not related to validations of the physical mail. Most Common Full Service Error Types? 1) By/For 2) Barcode Uniqueness

12 Mailer Scorecard – Full-Service Seamless Tab
For mailers participating in Seamless or Seamless Parallel Provides overview of the verification results and indicates any verification exceeding a threshold Results are from eDoc, manual sampling, and Mail Processing aka census verification over a calendar month Provides feedback to eDoc Submitters and Mail Preparers/Mail Service Providers; Mail Owner view will be activated in future

13 Annual Submission of 3526 – Statement of Ownership
All Approved Periodicals must submit a statement of ownership by October 1st of each year Must be published in the first issue after submission of Statement of Ownership to the Postal Service Electronic submission through BCG (Preferred Method) Hardcopy at local Business Mail Entry Unit

14 Online Statement of Ownership

15 Electronic Submission of 3510
Electronic submission through Business Customer Gateway coming in January 2020 (Preferred Method) Hardcopy submission at local Business Mail Entry Unit

16 Why EPS? Pay for all Products and Services with one account
Enterprise Payment System (EPS) Why EPS? Pay for all Products and Services with one account Manage accounts online Establish permits online Manage postage spent Convenient payment options

17 Commercial Mailings on EPS
Eligible Products/Services PO Box, Caller & Reserve Services (EPOBOL) Address Quality Products (AEC, AECII and ACS) Priority Mail First- Class Mail, Letters, Cards, and Flats First-Class Package Service USPS Marketing Mail, Letters, Flats, and Parcels Parcel Select Media Mail Library Mail Bound Printed Matter Periodicals International Products Business Reply Mail (BRM) Every Door Direct Mail (EDDM) BMEU Electronic Verification System (eVS) Merchandise Return Service (MRS) Online Fee Payment Imprint Application Fee FCM Presort USPS Marketing Mail Presort BPM Flats Destination Entry BRM Application Fee BRM Annual Maintenance Fee BRM Bulk Weighted Average Permit Fee BRM Bulk Weighted Average Annual Account QBRM Annual Fee QBRM Quarterly Fee BRM Weighted Average Fee Periodicals Original Entry – March 2019 Periodicals Re-entry – March 2019 Registrations for New Agents – March 2019 Shipper Paid Forwarding Fees – March 2019 Products & Services Coming Soon! Share Mail iCAPS Commercial Postal Store PC Postage – Sept. 2019 Parcel Return Service (PRS) Premium Forwarding Service Commercial (PFSC) Intelligent Mail barcode Accounting (IMbA) Remaining Address Quality products Scan Based Payment (SBP) Eligible Submission Methods Eligible Permit Types Eligible Transactions Business Mail Entry Unit (BMEU) hard copy eDoc (Mail.dat/Mail.XML) Postal Wizard Intelligent Mail small business (IMsb) Tool Permit Imprint Metered Pre-cancelled Stamps Periodicals (CPP/PP) Postage Due Business Reply Postage Statement Processing (Domestic & International) Adjustments Mail Entry Postage Assessment Reversals Refunds (including Value Added Refunds (VAR)) Deposits Transfers Fee Payments FOIA Requests

18 Link Permits/ Publications
Commercial Mailings on EPS – Account Setup Get Ready! Create BCG Account Request EPS Create EPS Account Set-up Payment Link Permits/ Publications Choose the best payment option for your organization Get a list of all your active permits Register for a Business Customer Gateway (BCG) Account Customers already registered skip to the next step Go to “Other Services” tab on your BCG Account Select “Get Access” on the “Enterprise Payment System” Tab Create an Enterprise Payment Account Set up the selected payment option: ACH Debit or Trust via EFT, Retail Deposit or Mobile Deposit Link your mailing Permits to your EPA

19 Request and Create Your EPS Account
Commercial Mailings on EPS – Account Setup Request and Create Your EPS Account To Request EPS: Go to the Business Customer Gateway. Select “Get Access” on the “Enterprise Payment System” tab, which triggers a notification to the USPS to approve.

20 Submit Postage Statement
Commercial Mailings on EPS – Transactions Submit Postage Statement Present Mailing Process Mailing Finalize Mailing Withdraw Payment View Mailing Reports Submit postage statement* electronically using mail.dat, mail.xml or postal wizard, or via hardcopy at BMEU Present mailing at USPS facility Action recorded in PostalOne! Payment transaction sent to EPA Payment withdrawn from EPA Mailing reports viewable in BCG and EPS Permit/publication number field: Enter permit/publication number in eDoc Account number field: Optional, but must match the account number linked to the permit number Mail Anywhere: EPA number will replace National account number

21 Customer Dashboard Commercial Mailings on EPS – Reports
Customer Dashboard provides a quick glance of all EPS accounts Pending EPS Accounts section shows EPS accounts for which the account setup process needs to be completed View the real-time total Spending History overview for all EPS Accounts, grouped by Products & Services View the real-time total of pending ACH debit transactions sent to the bank at the end of the day and the current Trust Balance, per Active EPS Account

22 Standard Reports Commercial Mailings on EPS – Reports
Access to various data providing information on: Overall spending Commercial Mailing and Shipping Activity PO Box Activity ACH Debit Returns System activity

23 Questions? National Newspaper association or

24 Pub Aux Live! Congressional Action Team issue briefing
Save the Date Pub Aux Live! Congressional Action Team issue briefing Wednesday, March 11, 2020 3 p.m. Central


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