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Incentive Lettermail™ Customer Guide

Effective January 14, 2008

PDF to print

Important Updates
for January 2008

The following table provides a list of the significant changes made to this Customer Guide, along with the associated link to the modified section.

Description of Change
Location
Clarified the location where most current version of the Customer Guide can be found.
Included a link to the Canada Postal Guide for more information on Service Standards.
Included reference to a specific section for additional information.
Included a link for information regarding Ownership of Mail.
Customized Postal Indicia available for Incentive Lettermail and Lettermail Customers.
Addition of links to Postal Standards and to Mail Preparation and Presortation Guides.
Addition of links to Postal Standards and to Mail Preparation and Presortation Guides.
Changed address for Ottawa ON in the Machineable Mail Approved Deposit Sites table.
Changed section names and references to General Terms and Conditions.
Paying for Your Mailing - Improved layout and various clarifications throughout the section.
General Terms and Conditions - Various modifications throughout the section.
NOTE :
References to the following terms have been modified for consistency throughout the Customer Guide:
  • Short and Long or (S/L) modified to: Short and Long (S/L)
  • Oversize or (O/S) modified to: Oversize (O/S)

Table of Contents

1

Service Overview

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1.1

The Purpose of This Incentive Lettermail Customer Guide

This Customer Guide has been designed to give Customers detailed information needed to get the most from Canada Post’s Incentive Lettermail service.

This Customer Guide forms part of the Agreement between the Customer and Canada Post. It explains the qualifications and other terms and conditions under which this service is provided.

Customers should ensure they are using the most current version of the Customer Guide and other applicable documents, which are posted on the Canada Post website. See in particular, www.canadapost.ca/postalservices for key documents.

It is the Customer’s obligation to meet all the requirements outlined in the Incentive Lettermail Agreement.

NOTE :
Some words and expressions used in this document have a specific meaning. Please refer to section 1 “Definitions” of the General Terms and Conditions for the definition of specific terms referenced throughout this document and this Agreement.

1.2

What is Incentive Lettermail?

Incentive Lettermail is a category of Lettermail that consists of identical items of Standard [formerly known as Short and Long (S/L)] and Oversize (O/S) mail as defined by Canada Post that must be deposited in Canada for delivery in Canada.

In order to access the applicable Incentive Lettermail price, Customers must enter into an Agreement with Canada Post and ensure that the mail meets certain requirements established by Canada Post. These requirements include, but are not limited to, mail preparation and presortation, address accuracy, mail processing acceptability and readability, size, weight, placing Orders (Statements of Mailing) using the Electronic Shipping Tools (EST), etc.

Within the Incentive Lettermail category there are two (2) mail preparation and presortation options available.

  • Machineable Standard and Oversize (O/S)
  • Presort Standard and Oversize (O/S).

Visit www.canadapost.ca/ilmsupportdocuments for a list of support documents detailing Incentive Lettermail requirements.

1.2.1

Machineable Standard and Oversize (O/S) Overview

Machineable Mail is mail that is prepared in such a way that it can be processed through Canada Post’s automated mail processing equipment. Mail must achieve a minimum machine readability target of 80% for Standard and 70% for Oversize (O/S) in order to quality for the Machineable price. A readability target of 95% for Standard and 85% for Oversize (O/S) is required in order to avoid a price adjustment or surcharge. Machineable Mail may only be deposited at approved mechanized sites. A minimum of 5,000 identical items per deposit is required.

1.2.2

Presort Standard and Oversize (O/S) Overview

Lettermail Presort refers to mail that is sequenced, grouped and containerized to enable Canada Post to bypass various processing steps and facilities within its mail distribution network. A minimum of 500 identical items per deposit is required.

1.3

Service Standards

Service standards are estimates of how long it will take for the mail to be delivered from the point of deposit to the destination points. These service standards are not guaranteed.

A general overview of the Incentive Lettermail service standards is as follows:

LOCAL
 
2 business days
WITHIN A PROVINCE
 
3 business days
NATIONAL
 
4 business days

These service standards do not apply to Northern Regions and to Remote Centres as defined by Canada Post.

NOTE 1:
The number of days excludes the day of deposit, weekends and statutory holidays.
2:
Weekend and statutory holiday deposits are considered deposited on the following business day.
3:
Service standards are subject to change without notice.

For more information, visit the Service Standards chapter of the Canada Postal Guide, under section 3 “Direct Marketing and Transaction Mail – Domestic”.

1.4

Service Features and Options

1.4.1

Features

A feature is provided as part of the basic service.

1.4.1.1
Redirection

Incentive Lettermail items that cannot be delivered as originally addressed because the addressee has moved will be redirected to the addressee at no extra charge while there is a Change of Address Notification (COAN) in effect.

1.4.1.2
Return to Sender

Incentive Lettermail items that are undeliverable, or if no Change of Address Notification (COAN) is in effect, will be returned to the sender at no extra charge if a Canadian return address appears on the outside of the item. When the return address is on the inside of the item, it will be returned to the Customer for a fee.

1.4.2

Options

An option is a service enhancement that is not provided automatically as part of the basic service.

1.4.2.1
Do Not Forward

This service option is available under separate agreement. If the item cannot be delivered as addressed because the addressee has filed a Change of Address Notification (COAN) with Canada Post, the Do Not Forward option enables the Customer to have domestic Incentive Lettermail returned to the return address on the item and not forwarded to the addressee.

1.4.3

Undeliverable Incentive Lettermail

Incentive Lettermail is treated as undeliverable if:

  • the item does not bear a complete and valid address
  • the item is addressed to a non-existent address
  • the item is refused by the addressee
  • delivery is prohibited by law
  • the item cannot otherwise be delivered to the addressee.

Undeliverable Incentive Lettermail items that cannot be redirected will be disposed of or recycled, as determined by Canada Post.

2

Content, Format and Physical Characteristics

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To be eligible as Incentive Lettermail, the items mailed must meet the criteria specified for Incentive Lettermail and must be prepared for mailing in such a manner as to prevent loss or damage to any item and permit easy examination of each item.

Items submitted as Incentive Lettermail that do not meet the content, format and physical characteristics specified for Incentive Lettermail and the various mail preparation and other requirements outlined in this Agreement, may be subject to price adjustments and/or surcharges or may not qualify for Incentive Lettermail services and prices.

See section 5 “Criteria for Qualification” and section 6 “Surcharges” in the General Terms and Conditions. Visit www.canadapost.ca/customer_guides for information on surcharges.

2.1

Content

2.1.1

What is Acceptable as Incentive Lettermail?

Incentive Lettermail can include the following:

  • a letter
  • a card
  • a postcard
  • a self-mailer
  • an annual, semi-annual or quarterly report
  • a proxy
  • a survey
  • a notice of voting for federal, provincial or municipal events
  • a receipt or invoice (or similar document containing financial information)
  • a CD or DVD (must be submitted to Canada Post for testing and approval)
  • a flexible magnet
  • product/service information.

2.1.2

Enclosures

Incentive Lettermail can include enclosures, as long as they do not impede mechanized processing. Non-paper enclosures must be pre-approved, with the exception of plastic cards that meet the flexibility requirements outlined in the Canadian Postal Standards. Visit www.canadapost.ca/postalstandards for more information.

2.1.3

What is Unacceptable as Incentive Lettermail?

To be eligible as Incentive Lettermail, the items mailed must meet the criteria specified for Incentive Lettermail and must be prepared for mailing in such a manner as to prevent loss or damage to any item and permit easy examination of each item.

Commingling of Incentive Lettermail items is not permitted. Commingling occurs when a number of separate and notably different mailings are combined to achieve the minimum deposit requirement or sufficient densities to achieve discount prices. See “Ownership of Mail” in section 6.2 “General Terms and Conditions”.

2.1.4

Non-Mailable Matter

Generally, non-mailable matter means any items that:

  • is prohibited by law (e.g., illegal, obscene, fraudulent)
  • is non-mailable due to the fact that it fails to meet certain physical characteristics or marking requirements
  • contains products or substances that could:
  • cause injury to those handling the mail
  • cause damage to postal equipment or other items
  • cause entrapment of other items.

Any item bearing a modified postage stamp in contravention of section 52, or bearing a word or mark in contravention of section 58, of the Canada Post Corporation Act is also non-mailable matter.

NOTE :
Solicitations that have the general appearance of a bill or statement of account must clearly indicate that there is no obligation to make a payment in relation to the offer unless it is accepted. Specific wording and format requirements are detailed in the Solicitations by Mail Regulations made under the Canada Post Corporation Act.

For further information respecting non-mailable matter restrictions, visit the Canada Postal Guide at www.canadapost.ca/postalguide under Non-mailable Matter.

It is the Customer’s obligation to ensure an item does not constitute non-mailable matter and is otherwise acceptable for mailing.

2.2

Format

Each item in an Incentive Lettermail mailing must be identical in design and physical characteristics. However:

  • the weight, thickness and the colour of the exterior covers may vary; however, colours such as dark blue, red, black, dark green and dark brown should be avoided
  • Standard items cannot be mailed in transparent wrapping
  • Standard items must be rectangular with a maximum length to height ratio of 2.6:1 and a minimum of 1.3:1
  • Standard items must be sealed on all sides
  • Oversize (O/S) Machineable and Presort Lettermail must be rectangular
  • the aspect ratio does not apply to Oversize (O/S) Machineable and Oversize (O/S) Presort Lettermail
  • Oversize (O/S) items can be mailed in closed transparent wrapping as long as the address label is under or affixed to the plastic film. If the plastic is such that it cannot be written upon, the plastic film should have a 20 mm-wide white opaque band. The address label should be large enough to accommodate postal endorsements. If the closed transparent material can be written upon, a sample of the envelope must be submitted to Canada Post for testing and approval.

2.2.1

Addressing

Each item of an Incentive Lettermail mailing must be addressed to a specific individual or a company, and include the complete mailing address and the valid postal code for that address.

The address location and window location must be the same on all items. The return address can vary, provided that either the address or the name or logo of the company to which items are to be returned remains constant. Only Canadian return addresses are acceptable and only one return address is permitted.

Address windows on Incentive Lettermail must be located and covered in a manner that meets the applicable requirements as established in the Canadian Postal Standards Lettermail.
Visit www.canadapost.ca/postalstandards for more information.

 
Figure 1: Example of return addresses

For more information on addressing, visit the Canada Postal Guide at www.canadapost.ca/postalguide under Addressing Guidelines.

2.2.2

Markings

Customers may only use Canada Post postal indicia (including the Customized Postal Indicia*), logos, trade-marks or markings if the Customer has obtained the written consent of Canada Post. Any use by the Customer must then be only in strict accordance with the consent granted. Any unauthorized use is an offence under the Canada Post Corporation Act.

*
Visit www.canadapost.ca/postalservices for information on the Customized Postal Indicia.

Note that an item will be non-mailable matter if, on the outside, it is marked or labelled with any of the following that were not provided or authorized by Canada Post:

  • any design likely to be mistaken for a postage stamp, meter impression, service label or any other mark suggesting that postage has been paid
  • any label or endorsement implying that it will be given special handling, delivered faster or be provided with any service that has not been purchased by the Customer. (However, Customers may include labels on items that are directed to the addressee as an instruction that is clearly related only to the enclosure and would not otherwise result in the item being non-mailable matter)
  • any facsimile of any label, endorsement or marking used by Canada Post that might cause confusion so as to affect its handling, e.g., confusion as to the service the Customer has paid for.

It is the Customer’s obligation to obtain approval for any proposed endorsement or other markings from Canada Post prior to printing.

NOTE :
In no event may third parties use or replicate the tagline “From anywhere… to anyone™”. This tagline is Canada Post’s corporate tagline and is reserved for the exclusive use of Canada Post. No third parties will be granted permission to use or replicate this tagline or permitted to create a “spin-off” of this tagline.

2.3

Physical Characteristics

Each item of Incentive Lettermail must be completely sealed, rectangular in shape, and meet the following size and weight specifications.

Table 1: Size – Incentive Lettermail
Category
Length
Width
Thickness
Standard Machineable/Presort
Envelope/Self-mailer*
max.
245 mm
156 mm
5 mm
Card
max.
235 mm
120 mm
5 mm
Envelope/Card
min.
140 mm
90 mm
0.18 mm
Oversize (O/S) Machineable
Envelope/Self-mailer*
max.
380 mm
270 mm
20 mm
min.
140 mm
90 mm
0.5 mm
Oversize (O/S) Presort
Envelope/Self-mailer*
max.
380 mm
270 mm
20 mm
min.
140 mm
90 mm
0.18 mm
*
Any item that does not have an outer cover, wrapping or envelope in addition to the paper or material on which the communication is placed.
Table 2: Weight – Incentive Lettermail
Category
Machineable
Presort
Standard Machineable and Presort
Envelope
3 – 50 g
3 – 100 g
Self-mailer*
3 – 50 g
3 – 50 g
Card
Can vary, according to grammage of paper used and size of card. Visit www.canadapost.ca/postalstandards for more information.
Oversize (O/S) Machineable and Presort
10 – 500 g
5 – 500 g
*
Any item that does not have an outer cover, wrapping or envelope in addition to the paper or material on which the communication is placed.

3

Preparing the Mailing

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Proper mail preparation is important to ensure that Incentive Lettermail items are processed and delivered efficiently. Adjustments and/or surcharges may be applied to improperly prepared mailings.

3.1

Mail Preparation and Presortation

Mail preparation is the process of facing and containerizing the items and labelling the containers. It helps ensure machineability of mail (where applicable), protection of mail, identification of the type of mail and ease of handling.

Mail presortation is the process of sequencing, grouping and containerizing the items and labelling the containers to allow Canada Post to bypass various processing steps and facilities within its mail distribution network.

Visit www.canadapost.ca/mailpreparation for more information on mail preparation and presortation.

3.2

Summary of Options and Key Requirements

3.2.1

Machineable Mail

Machineable Mail is mail that is prepared in such a way that it can be processed through Canada Post’s automated mail processing equipment.

Table 3: Machineable Standard – Incentive Lettermail
Key Requirements
  • to access Incentive Lettermail prices, Customers must submit an Order (Statement of Mailing) electronically using the Canada Post Electronic Shipping Tools (EST)
  • a minimum of 5,000 identical items per deposit (phantom pricing is available at Machineable Standard base price)
  • no presortation is required
  • must achieve a minimum readability target of 80% on the Multi-Line Optical Character Reader (MLOCR) to access the Machineable price
  • must achieve a readability target of 95% on the Multi-Line Optical Character Reader (MLOCR) in order to avoid a price adjustment or surcharge
  • it is recommended that Customers use Canada Post’s evaluation service for mail samples to test the machineability/readability of their items
  • a Statement of Accuracy (SOA) is required
  • meets the postal standards as set out in the Postal Standards – Lettermail and Incentive Lettermail.
    Visit www.canadapost.ca/postalstandards for more details
  • must be deposited at approved Canada Post sites for Machineable Mail
  • containerization: mail must be deposited in a Lettertainer, unless otherwise approved by Canada Post
  • meets container label requirements as set out in the Mail Preparation and Presortation Guide.
    Visit www.canadapost.ca/mailpreparation for more details*
*
If a full monotainer/pallet of Machineable Mail is deposited at the destination plant that will be processing the mail, there is no need to label each container. Canada Post only requires the monotainer/pallet to be identified as “STANDARD LETTERMAIL MACHINEABLE” and “OVERSIZE LETTERMAIL MACHINEABLE”. This does not apply to monotainers with mixed Lettermail services.
Table 4: Machineable Oversize (O/S) – Incentive Lettermail
Key Requirements
  • to access Incentive Lettermail prices, Customers must submit an Order (Statement of Mailing) electronically using the Canada Post Electronic Shipping Tools (EST)
  • a minimum of 5,000 identical items per deposit (phantom pricing is available at Machineable Oversize (O/S) base price)
  • no presortation is required
  • must achieve a minimum readability target of 70% on the Flat Sortation Machine (FSM) in order to access the Machineable price
  • must achieve a readability target of 85% on the Flat Sortation Machine (FSM) in order to avoid a price adjustment or surcharge
  • it is recommended that Customers use Canada Post’s evaluation service for mail samples to test the machineability/readability of their items
  • a Statement of Accuracy (SOA) is required
  • meets the postal standards as set out in the Postal Standards – Lettermail and Incentive Lettermail.
    Visit www.canadapost.ca/postalstandards for more details
  • must be deposited at approved Canada Post sites for Machineable Mail
  • containerization: mail must be deposited in a Flats Tub, unless otherwise approved by Canada Post
  • meets container label requirements as set out in the Mail Preparation and Presortation Guide.
    Visit www.canadapost.ca/mailpreparation for more details*
*
If a full monotainer/pallet of Machineable Mail is deposited at the destination plant that will be processing the mail, there is no need to label each container. Canada Post only requires the monotainer/pallet to be identified as “STANDARD LETTERMAIL MACHINEABLE” and “OVERSIZE LETTERMAIL MACHINEABLE”. This does not apply to monotainers with mixed Lettermail services.

Machine Readability Requirements and Evaluation of Samples

Items prepared and submitted as Machineable Incentive Lettermail must meet certain requirements, including machine readability.

A readability target of 95% for Standard and 85% for Oversize (O/S) is required in order to avoid a price adjustment or surcharge.

For read rates between 80% and 95% for Standard and 70% and 85% for Oversize (O/S), full price will be applied to the portion of mail between the Customer’s read rate and the target read rate.

For read rates that are less than 80% for Standard and 70% for Oversize (O/S), full price will be applied to the entire mailing. Visit www.canadapost.ca/customer_guides for information on surcharges.

To help reduce the risk of such price adjustments and/or surcharges and permit efficient mail processing through Canada Post’s automated processing equipment, Customers should submit samples of proposed mailings to Canada Post to test for readability. The Customer remains responsible for meeting all applicable requirements.

Customers wishing to have samples tested may either contact a Canada Post Representative or send 200 samples, identical to those being mailed, to:

CANADA POST
MAIL STANDARDS AND TESTING
PROCESS INNOVATION AND EQUIPMENT
2701 RIVERSIDE DR SUITE N0550
OTTAWA ON  K1A 0B1

Visit www.canadapost.ca/postalstandards for more information on Machineable Incentive Lettermail.

3.2.2

Presort Mail

Table 5: Standard Presort – Incentive Lettermail
Key Requirements
  • to access Incentive Lettermail prices, Customers must submit an Order (Statement of Mailing) electronically using the Canada Post Electronic Shipping Tools (EST)
  • a minimum of 500 identical items per deposit
  • a Statement of Accuracy (SOA) is required*
  • Delivery Mode Code (DMC) on each item*
  • mailing must be prepared using current version of Canada Post-recognized presortation software
  • meets the postal standards as set out in the Postal Standards – Lettermail and Incentive Lettermail.
    Visit www.canadapost.ca/postalstandards for more details
  • meets Standard Presort requirements
  • Mailing Summary must be provided
  • Mailing Details is required upon request by Canada Post
  • a minimum of five (5) items per Delivery Mode (DM), Rural Delivery Facility (RDF) or rural route
  • minimum one (1) full container to Delivery Facility (DF) or Distribution Centre Facility (DCF)
  • containerization: mail must be deposited in Lettertainers, unless otherwise approved by Canada Post
  • meets container label requirements as set out in the Mail Preparation and Presortation Guide.
    Visit www.canadapost.ca/mailpreparation for more details
*
Customers who deposit Standard Presort mail in Non-Letter Carrier offices (not serviced by Letter Carriers) for delivery within that same office, are exempt from Address Accuracy and Delivery Mode Code (DMC) requirements. All other requirements to access the Presort service option must be met.
Table 6: Oversize (O/S) Presort – Incentive Lettermail
Key Requirements
  • to access Incentive Lettermail prices, Customers must submit an Order (Statement of Mailing) electronically using the Canada Post Electronic Shipping Tools (EST)
  • a minimum of 500 identical items per deposit
  • a Statement of Accuracy (SOA) is required
  • Delivery Mode Code (DMC) on each item
  • mailing must be prepared using current version of Canada Post-recognized presortation software
  • meets the postal standards as set out in the Postal Standards – Lettermail and Incentive Lettermail.
    Visit www.canadapost.ca/postalstandards for more details
  • meets Oversize (O/S) Presort requirements
  • Mailing Summary must be provided
  • Mailing Details is required upon request by Canada Post
  • a minimum of five (5) items per Delivery Mode (DM), Rural Delivery Facility (RDF) or rural route
  • minimum one (1) full container to Delivery Facility (DF) or Distribution Centre Facility (DCF)
  • containerization: mail must be deposited in Flats Tubs, unless otherwise approved by Canada Post
  • meets container label requirements as set out in the Mail Preparation and Presortation Guide.
    Visit www.canadapost.ca/mailpreparation for more details

3.3

Address Accuracy

Address Accuracy is a program designed to improve delivery by encouraging Customers to accurately address mail. Every item must be addressed to a specific individual or a company and include the complete mailing address, including the valid postal code for that address. If the address is not complete, the mail may be delayed or returned.

Consistent and accurate addressing eliminates the need for extra handling and/or redelivery. For Customers, this translates into a more efficient service and lower costs. Accurate addressing helps ensure the mail is delivered on time, every time.