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Postage Technology Management Dealer/Branch Certification Proposed Body of Knowledge – May 29, 2003.

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Presentation on theme: "Postage Technology Management Dealer/Branch Certification Proposed Body of Knowledge – May 29, 2003."— Presentation transcript:

1 Postage Technology Management Dealer/Branch Certification Proposed Body of Knowledge – May 29, 2003

2 Body of Knowledge  Definitions and general terms  Regulation of postage meters  Meter components  Authorized Providers  Licensee  Other mailing equipment  Classes of mail DEALER/BRANCH CERTIFICATION

3 Body of Knowledge  Possession and Use of A Meter – Licensing Procedures  Possession of a postage evidencing system  Use of a postage evidencing system  Transmission of licensing information  Procedures to obtain a license  Cancellation of a license  Refusal to license  License revocation  Appeal process DEALER/BRANCH CERTIFICATION

4 Body of Knowledge  Licensed User’s Responsibilities  Lease or rental agreement with financial agreement for resetting  Resetting  Custody  Update license information  Transaction files  Required resetting  Inspection and examination  Labels with fraud warning and serial number  Custody of suspect meters  Defective meters  Missing meters  Returning a meter  Approval to use a meter at a military post office DEALER/BRANCH CERTIFICATION

5 Body of Knowledge  Approval for use of postage evidencing systems outside the United States  Procedures and conditions  Indicia  Types, criteria, conditions  Mailings/Deposit of Mail  Preparation of metered mail  Notification of metered mailings presented in bulk  Where to deposit  Refunds for unused meter indicia DEALER/BRANCH CERTIFICATION

6 Body of Knowledge  Installation and withdrawal, general information  Manually reset meter restrictions  Meter inspection  Initial settings, check in and installation  Check out and withdrawal  Post Office redirection to withdraw a meter or cancel a lease agreement  Faulty meters  Meter shipment  Postage transfer or refund DEALER/BRANCH CERTIFICATION

7 Body of Knowledge  Handling Faulty Meters  Meter replacement requirement  Handling requirements and procedures for faulty meters  Postage adjustment for faulty meter  Administrative sanction DEALER/BRANCH CERTIFICATION

8 Body of Knowledge  Manufacturer Authorization and Responsibilities  Authorization and qualification requirements  Manufacturer suspension  Inventory control  Manufacturer relationships with third parties  Third party relationships and meter security  Meter Security  Additional testing  Meter inspection  Reporting security weaknesses  Administrative sanction DEALER/BRANCH CERTIFICATION

9 Body of Knowledge  Security of Printing Dies, Keys, and Meter Indicia  Protection of printing dies and keys  Secure destruction  Destruction of test meter indicia  Protection and control of internal and security components  Administrative sanction  Cautionary Label  Requirement  Administrative sanction DEALER/BRANCH CERTIFICATION

10 Body of Knowledge  Demonstration Meters  Requirements and conditions  Administrative sanction  Loaner Meters  Requirements and conditions  Administrative sanction  Meter Inspections  Requirement and schedule  Inspection process  Administrative sanction DEALER/BRANCH CERTIFICATION

11 Body of Knowledge  Lost and Stolen Meters  Requirement and conditions  Process and procedures  Administrative sanction  CMRS  Description of CMRS  Deposits with Postal Service  Deposit types  Advancement of funds  Revenue protection DEALER/BRANCH CERTIFICATION

12 Body of Knowledge  Meter Security Migration Plan  Retirement of manually set postage meters  Retirement of letterpress postage meters  Schedule and requirements  Affected meters DEALER/BRANCH CERTIFICATION

13 Body of Knowledge  Source documents  DMM P030, Postage Meters (Postage Evidencing Systems)  DMM 57, Updated as of April 1, 2003  DMM P014, Refunds and Exchanges (as related to meters)  DMM 57, updated as of April 1, 2003  CFR: Title 39, Part 501, Authorization to Manufacture and Distribute Postage Meters (as printed July 2002 and updated with final rules issued through January 21, 2003 DEALER/BRANCH CERTIFICATION

14 Body of Knowledge  Source documents  Regulations on retirement of manually reset meters:  Retirement Plan for Manually Set Postage Meters [Federal Register: December 13, 2000, Volume 65, Number 240, pages 77934-77938]  Regulations on retirement of letterpress meters:  Plan for Secure Postage Meter Technology [Federal Register: February 13, 2002, Volume 67, Number 30, pages 6766-6767] DEALER/BRANCH CERTIFICATION


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