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Design & Visibility

Panel 2

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Getting Started with Prepaid Reply Mail

James Duffy | May 18, 2022

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Prepaid Mail Options

  • Business Reply Mail
  • Qualified Business Reply Mail
  • Permit Reply Mail
  • Metered Reply Mail
  • Stamps

State and local elections officials are increasingly using mail-in ballots to administer federal, state, and local elections. In some cases, the state requires return Ballot envelopes to have prepaid postage, so the voter incurs no cost for mailing their ballot. In these cases, state and local officials may choose to offer their voters one of the prepaid reply mail options such as:

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Intelligent Mail barcode Accounting (IMbA) – Automated Invoicing for QBRM

IMbA is a system that leverages Intelligent Mail barcodes (IMb®) to process Qualified Business Reply Mail™ (QBRM™).

Incoming Return mailpieces are scanned throughout the Postal Network on Mail Processing Equipment which:

      • Calculates quantities/Piece counts
      • Calculates pricing
      • Creates invoices that are automatically loaded to PostalOne!®
      • Collects payment from the customer

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Intelligent Mail barcode Accounting (IMbA) – Automated Invoicing for QBRM

  • All QBRM-eligible products can participate in Automated IMbA processing including:
    • Postcards
    • 1-oz Letter
    • 2 oz

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Intelligent Mail barcode for Election Mail Visibility

An IMb using one unique STID, MID, matching serial number, and a unique registered 9-digit routing code (ZIP) for use on all returning ballot mail (mailed First-Class) to the Local Election Offices results in enhanced sorting options and visibility.

An IMb using defined STIDs, MID, and matching serial number for use on all outgoing election/ballot mail provides essential visibility. For best results, use the full (11-digit) routing code whenever possible.

Outgoing Election, Ballot Mail

Returning Ballot Mail

Registered LEO

Matching Serial Number

Return STID

Assigned MID

Recipient / Voter Address

Matching Serial Number

Defined STID

Assigned MID

Note: A MID can be either 6 or 9 digits, which impacts the length of the serial number.

Note: A MID can be either 6 or 9 digits, which impacts the length of the serial number.

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Getting Started Reply Mail Options�

    • Contact the Mailing & Shipping Solution Center (MSSC) at: MSSCadmin@usps.gov or 1-877-672-0007
    • Complete and submit PS Form 3615
    • Require each election jurisdiction to submit PS Form 6805 BRM/QBRM Application for ZIP+4 Code
    • Create an Enterprise Payment System (EPS) Account
    • Link all subaccounts to the EPS Account
    • Pay applicable fees
    • Submit 10 sample mailpieces to MDA@usps.gov

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Getting Started Reply Mail Options

Contact MSSC at MSSCadmin@usps.gov

1-877-672-0007

Contact

Apply

Pay

Design

Mail

1

2

3

4

Complete application PS Forms 3615 & 6805

5

Consult with MDA at mda@usps.gov to create mailpiece design*

Pay fees online with EPS account or at your local post office

Prepare to send outgoing ballots

Contact email must be person who needs to receive artwork for mailpiece design

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Getting Started Outgoing Ballot Mail Options ���

Getting Started Outgoing Mailpiece

    • Election Officials should ensure that the design of the outgoing mailpiece is compatible with USPS processing network.
    • Election Officials should consult with a Mailpiece Design Analyst (MDA) prior to printing any outgoing pieces.
    • Once the mailpiece design has been completed you can enlist your printer to start the outgoing piece printing.
    • Consider using a Mail Service Provider (MSP)

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Work with MDA at mda@usps.gov to create mailpiece design

Print

1

2

3

4

Print mailpieces

according to guidelines

Present and pay for mailing at post office where permit is held

Prepare mailing for commercial prices

Design

Mail

Prepare

Getting Started Outgoing Ballot Mail Options

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ELECTION MAIL DESIGN & VISIBILITY

via Informed Visibility® �Mail Tracking & Reporting

Steve Jones | May 18, 2022

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Election Mail Visibility

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Political & Election Mail Visibility: 2020 Election Stats

PIECES ELECTION MAIL

543 MILLION

INCREASE OVER 2016

96%

BALLOTS TO/FROM VOTERS IN GENERAL ELECTION

135 MILLION

DELIVERED FROM VOTERS TO ELECTION OFFICIALS WITHIN 7 DAYS

99.89%

DELIVERED FROM VOTERS TO ELECTION OFFICIALS WITHIN 3 DAYS

97.90%

PIECES POLITICAL MAIL

4 BILLION

The US Postal Service has a long history as a trusted partner in our nation’s democratic process.

DAYS AVG FROM ELECTION OFFICIALS TO VOTERS

2.1

DAYS AVG FROM VOTERS �TO ELECTION OFFICIALS

1.6

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Election Mail Visibility—through Informed Visibility® Mail Tracking & Reporting

Detailed visibility into mailings:

  • Increases the value of mail
  • Provides near real-time visibility when a return ballot enters the mailstream
  • Enables BOEs to:
    • Better plan mailings
    • Better manage election activities
    • Better allocate resources

Provisions near real-time data to any device, any location.

Provides mailers comprehensive end-to-end visibility

Improved ease of use for mailers through flexible data provisioning

Instills confidence in the Election Mail voter for the safety and security of their ballot

?

Your Ballot Status

Requested

Sent

On the way

Received!

NOTE: Most “Extraordinary Measures” to meet service and/or deadlines preclude scanning—which means visibility is lost.

Improve your Visibility & Analytics

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Using Informed Visibility® Tracking Data

What

  • Track data such as anticipated delivery dates, filtered by mail object type, handling events, MIDs, routing codes, etc.
  • Receive files in the format of your choosing

Where

  • Your organization can ingest data and determine how you would like to form reports:
    • Election officials can analyze this data to determine the location and delivery date for mailpieces and better manage election office activities
    • If your organization does not have appropriate resources to set up its own reporting system for the tracking data, you can partner with a third-party organization to set up dashboards and reports for you
    • IV-MTR allows you to share your mail tracking data securely with other organizations using a feature called data delegation

When

  • Perform one-time queries—or set up recurring data feeds as often as once-per-minute!
  • You can also access your data nimbly and just-in-time via APIs

What you want, where you want it, when you want it…

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Election Mail Visibility through IV®-MTR

Implications of Full-Service mailing on Election Mail visibility

Help us help you.

eDoc

Pallet scanned

Scan assumed to each nested tray or bundle…

…Assumed down to individual piece

  • Full-Service provides nesting associations which enable IV-MTR logic:
    • Assume the container, tray, and bundle scans down to the piece level
    • Enable near-real-time, piece-level visibility throughout the network—not limited to individual piece scans
    • From acceptance to stop-the-clock or logical delivery

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Election Mail Visibility through IV®-MTR

Best Practices

  • Mailpiece Design Review
  • Full Service on Outbound Ballots, and…

Understanding How Intelligent Mail® Barcode (IMb) Can Add to Visibility of Ballots

  • Appropriate Service Type Identifier (STID)
    • Allows identification of Ballot Mail in mailstream for USPS and BOEs
    • Defines the mailpiece relative to disposition of Undeliverable-As-Addressed (UAA) mail, as well as any Address Correction(s) initiated by the mailer
  • Unique/Delivery Point routing (ZIP) code in IMb—Enables visibility to Stop-the-Clock event
  • Unique IMb leveraging serialization—Allows tracking to/from individual voter

Help us help you.

NOTE: Return ballots may be finalized before stop-the-clock event is captured.

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Election Mail Visibility through IV®-MTR

2021 & 2022 Improvements to the Intelligent Mail® barcode (IMb) related to Election Mail

  • Added Service Type Identifiers (STIDs) for Ballot Mail and Political Mail for better visibility
    • Ballot Mail: 4
    • Political Mail: 28

Intelligent Mail® barcode (IMb) changes related to Election Mail

Outbound Ballot Mail

Use appropriate Ballot Mail STID for First-Class Mail® Ballots or Marketing Mail® Ballots and desired services

Return Ballots

Use appropriate Ballot Returns STID for payment method

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Access & Support

Business Customer Gateway (BCG)

  • Register for a FREE account at www.gateway.usps.gov
  • Sign up for the IV Service under the Mailing Service menu

IV® PostalPro

  • Apply for Access to IV-MTR
  • IV Mail Tracking & Reporting �User Guide
  • IV Mail.XML Guide
  • IV External Facing Data Dictionary
  • Many more resources!

IV Solutions Center®

  • Direct questions or concerns to the IV Solutions Center at:

InformedVisibility@usps.gov

or

1 (800) 238-3150�select option #2

1.800.238.3150, Option #2

postalpro.usps.com/informedvisibility

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20

CUSTOMER TESTIMONIAL

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Testimonial: 2020 Elections

600 K

Keeping Citizens Informed in the 2020 Election

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Mailpiece Design

Michael Conley | May 18, 2022

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Mailpiece Design Analysts

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Election Mail Design – Outgoing Mailpieces ���

OEM Logo Placement, Clearance and Size Requirements

Postage Payment Requirements

Address and IMb Placement Requirements

NOT TO SCALE

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Election Mail Design – Courtesy Reply Mail (CRM)

Placement Requirements for FIM and Postage. Clearance requirements for Exclusion Zone

OEM Logo Placement, Size and Clearance Requirements

Address and IMB Placement Requirements

NOT TO SCALE

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Election Mail Design – Business Reply Mail (BRM) and Qualified Business Reply Mail (QBRM)

Business Reply Mail Legend Requirements

Placement Requirements for FIM and postage. Clearance requirements for Exclusion Zone

Address and IMb Placement Requirements

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Images of Mailpieces with Design Issues. Causing delays or damage to mailpieces.

Postnet

Address Block

Barcodes contained two different addresses

  • Exclusion Zone.
  • Postmark may not be legible

IMb

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Images of mailpieces with design Issues. Causing delays or damage to mailpieces.����

Address Block

  • Address in the barcode clear zone (5/8” from bottom and 4-3/4” from right edge.
  • USPS will apply a barcode in this area.

USPS applied barcode

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Images of mailpieces with design Issues. Causing delays or damage to mailpieces.������

Thumb Notch

Caused damage on automated equipment

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Images of Mailpieces with Design Issues. Causing delays or damage to mailpieces. ��

  • No FIM or barcode.
  • Poor ink quality
  • Not 5/8 from the bottom edge.

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Images of Mailpieces with Design Issues. Causing delays or damage to mailpieces. �� ��

Board of Elections

100 Main St.

Anytown, USA 123456

  • No FIM or barcode
  • Address not left justified
  • Hand-written
  • Address not 1/2” from right edge.

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Images of Mailpieces with Design Issues. Causing delays or damage to mailpieces.

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Evaluating and Designing Election Mailpieces.

Resources:

Mailpiece Design Analyst (MDA) Help Desk

Mailpiece evaluations and artwork for reply mail pieces

Email: mda@usps.gov

Phone: 877.672.0007, Option 2, Option 2

Hours: 7:00 A.M. – 7:00 P.M. Central Time

Business Customer Gateway

https://gateway.usps.com/

Automated Business Reply Mail (ABRM) Tool

Online creation of reply mail artwork.

Available 24hrs/7per week.

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Designing Mail Ballot Envelopes

Whitney Quesenbery, Center for Civic Design

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Why can’t mail ballot envelopes be easier for voters to return?

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Envelopes have a lot of jobs to do

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The basic design: recognisable, visible, readable

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Designed for postal visibility

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Designed to help voters be successful

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New challenges for �envelope layouts in 2022

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Witnesses & assistant signature forms

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Concerns about privacy for signatures

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Windows & codes for quality checks during mail processing

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Why not give mail ballot envelopes a visual identity that stands out?��And works for everyone.

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  • We work with election offices and organizations nationwide
  • We develop research-based design principles for forms, ballots, mail-ballot materials and other election materials
  • To create an excellent voter experience

Democracy is a design problem

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Q&A

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APPENDIX

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49

IMb Election Mail Visibility

An IMb using one unique STID, MID, matching serial number, and a unique registered 9-digit routing code (ZIP) for use on all returning ballot mail (mailed First-Class) to the Local Election Offices results in enhanced sorting options and visibility.

An IMb using defined STIDs, MID, and matching serial number for use on all outgoing election/ballot mail provides essential visibility. For best results, use the full (11-digit) routing code whenever possible.

Outgoing Election, Ballot Mail

Returning Ballot Mail

Registered LEO

Matching Serial Number

Return STID

Assigned MID

Recipient / Voter Address

Matching Serial Number

Defined STID

Assigned MID

For assistance with IMbs, contact your Mail Design Analyst (MDA) or visit the USPS PostalPro™ website for comprehensive guides to the IMb (link provided in appendix).

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Official Ballot Mail is any Ballot Material mailed to or from authorized local election officials or Boards of Elections (BOE) that enables citizens to vote.

Leveraging specified Ballot STIDs in IV-MTR data provides visibility into ballot mail.

Service Type Identifiers (STIDs):

Outbound Ballot Mail

      • Use appropriate Ballot Mail STID for First-Class Mail® Ballots or Marketing Mail® Ballots and services desired

Return Ballots

      • Use appropriate Ballot Returns STID for payment method

NOTE: Use the “Election Mail” attribute in eDoc for ALL election mail.

Ballot Mail STIDs are reserved for ballots ONLY.

Official Ballot Mail Tracking

STID Table:

https://postalpro.usps.com/mailing/service-type-identifiers

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STIDS for Ballot Mail and Political Mail

STID Table:

https://postalpro.usps.com/mailing/service-type-identifiers

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Election Mail (Not Ballots)

STID Table:

https://postalpro.usps.com/mailing/service-type-identifiers

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Intelligent Mail® Barcode

Service Type Identifiers (STIDs)

Defines The Mailpiece Relative To :

    • Full-service or Basic (Non-automation)
    • Determining the Disposition of Undeliverable-As-Addressed (UAA) Mail
    • Address Correction that a Mailer Desires if Any

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Resources:

The USPS Election Mail Website contains the information that election officials need for success in an election.

On the site, you can find:

    • KIT 600
    • Publication 631
    • Publication 632
    • Mailpiece design tips
    • Vote By Mail best practices
    • Contact information for your Area Lead and District Election Mail Coordinators

Visit:

Visit:

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Intelligent Mail® Barcode

Resources

For assistance with creating IMBs, contact your Mail Design Analyst (MDA) or visit the IMb PostalPro page at:

Available Information Includes:

    • Service Type Identifiers (STIDs)
    • Intelligent Mail® Barcode FAQs
    • Intelligent Mail® Barcode Technical Resource Guide
    • Intelligent Mail® Barcodes Planning Tool
    • Secure Destruction
    • Get Business Mail Training
    • IMb Decoder/Encoder

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Decoder/Encoder

Decoder/Encoder Available at:

Intelligent Mail® Barcode

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Image Attribution

57

SLIDE

Source

4, 5, 6, 9, 11

Michael Pawlak – graphic designer on contract with USPS to support communications; graphics on these slides were created by Mr. Pawlak for use by USPS

3

Legacy USPS presentations

2, 3, 6, 7, 8, 9, 10, 11, 13

USPS Stock/Registered Images

3, 4, 6, 7, 8, 9, 11, 15, 16, 17, 19, 20, 21

Microsoft PowerPoint in-app icons, shapes, and drawing tools