Industry Certifications (EMCM, MQC & CMDSM)

1. Industry Certifications(EMCM, MQC & CMDSM) Speakers: Dana McCormick, EMCM, MQC, and James Barlow, CMDSM, EMCM Baltimore PCC Education Seminar University of Baltimore March 19, 2009

2. Executive Mail Center Manager (EMCM)

3. Executive Mail Center Manager (EMCM) • Rationale • Professional recognition for best-practice mail management • Promotion of mail effectiveness, efficiency and security through national training • Boost productivity & reduce costs

4. Executive Mail Center Manager (EMCM) • History • Developed, launched 2002 • Based at National Center for Employee Development, Norman, OK • Expanded from single-site residency program to nationwide local modular programs 2003 • June, 2005 Merrifield, VA - first in the area

5. Executive Mail Center Manager (EMCM) The EMCM Program – What It Is • Professional training and certification in tasks and roles essential to mail center management • Eight course categories • www.usps.com/mailcentermgr

6. Executive Mail Center Manager (EMCM) People Management • Managing and supervising employees • Handling personnel related issues • Observing people and equipment • Assessing staff needs and capabilities • Managing schedule, workload & overtime • Assessing staff’s needs & capabilities • Recruiting, selection, training & writing job descriptions

7. Executive Mail Center Manager (EMCM) Sales & Marketing • Creating services that people want • Meeting customer expectations • Addressing customer service issues • Designing mail pieces • Managing relations with the Post Office • Negotiating rates with other carriers

8. Executive Mail Center Manager (EMCM) Managing Mail Center Operations • Establishing mail routes • Preparing outgoing mail • Sorting incoming & outgoing mail • Developing internal mail policies and procedures Formulating disaster contingency plans • Addressing mail security issues • Tracking mail • Managing internal and external mailing lists • Analyzing mail volumes • Preparing daily, weekly and monthly reports

9. Executive Mail Center Manager (EMCM) Managing Mail Center Finances • Preparing Budgets • Managing finances of mail processing systems • Reconciling Inventory • Managing chargebacks

10. Executive Mail Center Manager (EMCM) Mail Center Safety & Security • Addressing security issues • Hazardous Material • Biological Weapons • Types of diseases and treatment options • Detection of suspected contamination • Procedures for cleaning contaminated equipment

11. Executive Mail Center Manager (EMCM) Planning & Managing Technology • Developing and utilizing information systems • Creating and managing web and internet pages • Learning special mail related software • Understanding over 20 types of equipment

12. Executive Mail Center Manager (EMCM) Planning & Policy Making • Understanding government and postal rules and regulations • Tracking changes in laws and regulations • Interacting with Import Export and U. S. Customs Officials • Acting in compliance with ADA, EEO, ergonomics, and unions

13. Executive Mail Center Manager (EMCM) Total Quality Management • Changing culture in the mail center • Ongoing process improvement • Quality reviews • Team building • Problem solving • Communication

14. Executive Mail Center Manager (EMCM) The EMCM Program – Information & Registration • Five-day residency program, USPS Norman, OK www.usps.com/mailcentermgr Contact:Byron Jacobson, NCED 405-366-4639 byron.r.jacobson@usps.gov www.nced.com • Program Dates: 2009 May 4-8, Aug 3-7 & Nov 2-6 • Certificate presented upon satisfactory completion • Cost: $1,500 includes tuition, room & board

15. Executive Mail Center Manager (EMCM) The EMCM Program – Information & Registration • Four-day program, NOVAPCC Merrifield, VA Contact: Cindy Pease, USPS-Merrifield (703) 698-6380 CINDY.J.PEASE@USPS.GOV • Program Dates: 2009 June 9-12 • Certificate presented upon satisfactory completion • Cost: $1,160 members, $1260 non-members includes tuition, breakfast & lunch

16. Executive Mail Center Manager (EMCM) Program Value Testimonials • “Class was phenomenal, instruction was phenomenal, I was glad tohave taken it. The course was well-organized, well-structured.” -- Janice Johnson, Mail Center Manager, Mack and Parker Inc. Insurance Brokers • “I’m just a beginner, with no prior experience in mail center work. It helped me a lot in my job and to understand the mail center activities. It will be of much value in the future.” -- Arturo Cervantes, Office Services Manager, Tribune Company.

17. Executive Mail Center Manager (EMCM)

18. Mailpiece Quality Control (MQC) Program

19. Mailpiece Quality Control (MQC) Program MQC – What it is • Developed by the USPS for those who wish to enhance their knowledge of the requirements associated with mailpiece design & help the USPS automation goal • It is a self-paced, self-study training program covering ten topics • The final exam can be completed online • Achieve Certification as an “MQC Specialist”

20. Mailpiece Quality Control (MQC) Program MQC – Benefits • MQC will benefit mailers, printers, mailroom personnel, advertising agencies, graphic artists, sales representatives, or anyone involved in mail preparation. • MQC will help you understand USPS acceptance requirements as it relates to mailpiece design and automation requirements. • You can take advantage of automation discounts • YOU WILL AVOID COSTLY ERRORS!!!

21. Mailpiece Quality Control (MQC) Program MQC – Topics Covered • Classes of Mail • Periodicals • Processing Categories • Addressing • USPS Barcodes • Automation Requirements • Non-automation Mailings • Postage Payment Methods • Reply and Return Mail • Special Services

22. Mailpiece Quality Control (MQC) Program MQC – Program • After completing the course, you have the option to complete a final exam (now available online) and become an ‘MQC Specialist’ • MQC Specialists are recognized throughout the industry for their high level of proficiency in mailpiece design and addressing standards. • You will receive a certificate and a lapel pin. • This certification is valid for a two-year period. • The MQC Specialists are nationally recognized https://bma.usps.com/mqc/templates_rpt/html_or_pdf.cfm

23. Mailpiece Quality Control (MQC) Program MQC- To get started • Self-Study Guide order form 5112 http://www.usps.com/forms/_pdf/ps5112.pdf • Self-Study Guide options http://pe.usps.com/mpdesign/mpdfr_mpqc_view.asp

24. Mailpiece Quality Control (MQC) Program MQC- To get started Self-Study Guide options • Option 1: The Administrator’s Guide is helpful for facilitating the course to a group of students. It is available for $5 each. • Option 2: The Student Guide can be downloaded free of charge. However, hardcopy Student Guides are available for $20 each. • Option 3: The Resource Kit contains useful tools to assist you in completing the course. It includes:• Postal Templates• MQC Resource Guide – This provides descriptions and online locations to the Quick Service Guides, DMM, Postal Bulletin, Memo to Mailers, MailPro, RIBBS and much more. The Resource Kit is available for $5. • Option 4: The Final Examination is available in hardcopy or on-line. The hardcopy includes the final examination only at a cost of $25. The on-line final examination includes the final examination only electronically at a cost of $12.

25. Mailpiece Quality Control (MQC) Program Form 5112

26. Mailpiece Quality Control (MQC) Program Future Training Classes • The Baltimore PCC is in the process of developing a training program to assist members to study and take the exam. • The class sessions will consist of four sessions of three hours each. • The timeframe is late Summer or Fall

27. Certified Mail and Distribution Systems Manager (CMDSM)

28. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – What it is • Mail System Management Association (MSMA) developed accreditation program • Provides recognition for managers to be evaluated, tested, and certified on the body of technical knowledge and management skills necessary for performance in the Mailing Profession. http://www.msmanational.org/pages/certification_cmdsm.cfm • Successful candidates gain professional recognition as a Certified Mail and Distribution Systems Manager (CMDSM). List of Current CMDSM’s: http://www.msmanational.org/pages/certification_cmdsmlist.cfm • Over 350 CMDSM accredited professionals in the mail system management profession

29. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – Job Categories • Mail Services Management, e.g., Manager or Supervisor • Distribution, Messenger, Shipping, Receiving or Fulfillment Manager or Supervisor • Administrative, Office Services, or Facilities Manager with responsibility for Mail and other Distribution Systems • Vendor or Consultant, serving the equipment supply or service needs of the mail management field. (May consider CMDSS)

30. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – Qualifications An individual must: • Currently be employed in the field for five or more years, with at least three years in management or have at least three years in management and provide a letter of recommendation from their employer or a recognized professional in management. • Attain 150 professional expertise points in the following areas • Professional Experience • MSMA Experience • NON-MSMA Experience • Education • A candidate does not have to be a member of the MSMA to participate in the program

31. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – The Application • 150 qualification points are required to take the CMDSM Examination. 240 points are possible in all four categories and verification is required • Qualification points are earned from work experience, professional activities and education • Maximum points possible • Mail & Distribution Work Experience 80 Points • MSMA Activities & Membership 60 Points • Non-MSMA Activities & Membership 40 Points • Education 60 Points

32. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – The Application • The CMDSM application must be filled in electronically http://www.msmanational.org/documents/CMDSMAppRev906bck.doc • CMDSM Application Fees • $475.00 for MSMA member • $675.00 for Non-MSMA members

33. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – The Examination • 135 multiple-choice questions and five essay questions • Four-hour exam. Two for multiple-choice and two hours for the essay • Computer based testing program- computer provided • Multiple-choice questions are one point & essay questions are10 points. 185 total points possible with ascore of 75% or more to pass. • No specific references to rates, just an understanding differences: • "Standard Mail" rates are less than "First Class" rates • Overnight air services are more than ground-services • "Next-Day-Morning" rates are more than "Second-Day-Afternoon" rates • Essay questions do not have a specific answer & provide an opportunity to demonstrate: • Knowledge and understanding of the mail and distribution management industry • Ability to develop creative solutions • Ability to communicate your ideas to employees as well as management in a logical sequence • Must be able to communicate effectively through writing • A mentor or study group is recommended • The exams are given at MailCom Atlantic City and Las Vegas

34. Certified Mail and Distribution Systems Manager (CMDSM) CMDSM – Study Help • Study guides are available by ordering at http://www.msmanational.org/pages/certification_certificationorderform.cfm • Study Guide Topics • USPS Mail Knowledge • Financial Management • Human Resources • Mail Center Design • Mail & Distribution Systems • General Management Practices • National Study Group 9 week program via conference call & study guide • MSMA-Washington Metro has had local study groups • Questions: MSMA 1-800-714-MSMA