ot long ago, the phrase “It’s in the mail” meant that something sent via the United States Postal Service (USPS) was on its way, but the delivery date was uncertain. Thanks to an advanced postage system with tracking capability, that uncertainty has greatly diminished. However, technology often requires updates to handle compliance issues that arise in new situations. In 2024, USPS is enacting the final stages of postage meter requirements to increase efficiency and security of mail originating in the United States.
Postage meters, however, are a less complicated part of PES. Postage meters are tabletop printers leased by authorized providers for use in the home or office. A postage meter calculates rates and directly prints postage onto envelopes and packages. A meter stamp is proof of payment that also contains a postmark and a cancellation that prevents the reuse of the stamp. There are several benefits to using a postal meter, including the elimination of adhesive stamps, allowing the user to send out any class of mail (except periodicals) in any quantity at any price. Small meters require users to hand feed each piece of mail; large and specialized meters can fold, insert, weigh, and stamp postage onto envelopes.
In 2024, USPS is moving through the final stages of ensuring that all PES platforms meet the new Intelligent Main Indicia (IMI) standard. Currently, there are two types of PES Performance Criteria: Information Based Indicia (IBI) and IMI. USPS established IBI in 1999 to transition from mechanical PES to digital PES. However, as meter requirements evolved, USPS developed the IMI standard in 2013.
When it comes to postage meters, there are two important dates to remember for this year: June 30 and December 31. On June 30, USPS will decertify IBI machines, so vendors can no longer distribute IBI machines for use. Existing users can still use IBI machines until December 31, when USPS will mark them inactive. Any postage printed on IBI meters to that point will be valid until June 30, 2025. After that, USPS will no longer consider IBI postage valid for use or refunds.
“USPS made the announcement regarding this change in 2020,” says Ferris. “Over the last four years, vendors like us have been transitioning non-compliant customers into a compliant technology.”
According to USPS, IBI standards no longer meet evolving business needs. They contain limited postage and transaction data, they cannot automate refunds and postage payment validation, and they do not fully meet product reporting and pricing requirements. USPS says that IMI provides more transparent and detailed transaction data, enables automation of costly back-office operations, and employs better security standards.
Users will benefit from the new platform, says Ferris. Even the most careful manual data entry might produce errors that result in paying either too much or too little for postage. With an IMI, the postage is automatically calculated based on service class. Using IMI saves money, and less mail is returned for lack of postage. Ferris estimates that an IMI meter will save customers up to $38 a year, depending on the size of the machine.
Businesses will need to prepare for one change as they replace IBI machines. IMI meters need a dedicated line plugged into the local computer network to ensure a constant connection for faster updates and postage refills. Ferris says USPS requires IMI machines to connect to the manufacturer’s servers every seventy-two hours.
“I’ve had several customers call to say their new machine has locked up because they took it offline, and it did not communicate,” says Ferris.
Given the pending deadlines, Ferris says this is a great time for a business to assess their current machine and determine if it’s still meeting their needs. The type and amount of correspondence changes as a business evolves; a meter from five or ten years ago might be too small now—or even too large. Ferris suggests that businesses take the time to determine what changes, if any, to their postage needs have occurred before contacting their vendors. He says they may find a need to upgrade or even downgrade based on their current needs.
With all this in mind, Ferris cannot emphasize enough the need to make these changes before the deadline.
“The clock is ticking,” says Ferris. “To minimize the risk of interrupted mail service, we are advising users to take a look at their current contract to ensure they are upgraded to a new postage meter equipped with the USPS IMI technology by the deadline date of the end of the year.”