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1 This manual is a summary of the rules, regulations and Articles found in the M39, M41, ELM, and the National Agreement THE PURPOSE OF THIS MANUAL IS: 1. To provide the supervisors and managers with a “pocket sized” quick referenced to the rules and regulations pertaining to the daily duties and responsibilities of the delivery unit employees. 2. To provide a source for quick and accurate answers, along with references, to the more common questions and inquires that arise during the supervision of a delivery unit. 3. To provide tools for the supervisor to insure the safe, effective and efficient operations of a delivery unit. This manual in divided into 10 major sections. 1. General duties and responsibilities of the city carrier. 2. The rules and regulations outlining the duties and proper procedures for office performance. This section includes checklists to be used during your office observations. 3. The rules and regulation outlining the duties and proper procedures for street performance. This section includes checklists to be used during your street observations. 4 - 7 The next four sections of this manual contain information and indexes that will be useful in the daily operation. This section also contains a "Fast Lookup Index" to help find the regulations that are discussed in this manual. This index lists the location of the rules and regulation you need - fast. Also in this section is the "Subject Matter and Reference Index". This guide can be used for quick look-up of rules, regulations and procedures that are not specifically covered in this manual. This section also notes other sources for the rules, regulations and procedures that are cited in this manual. 2 8. This section of PRIM answers the most common questions concerning the Route Edit Books. 9. Section 9 covers the topics of Attendance, Uniforms and attire, Supervisor's Tools, Office and Street Management, Special Inspections, Minor Adjustments and MSP. 10. Section 10 is an overview of DOIS. The major reports are discussed. 3 Table of Contents page(s) Section 1 General Duties and Responsibilities Security Safety Sick Leave FMLA Neatness/Example Courtesy Collection Test 1-2 2-3 3 4 5 5 5 Section 2 Office Duties Observation Checklist 6-7 8-9 Section 3 Street Duties Observation Checklist 10-11 12-13 Section 4 AVUS Procedures 14 - 16 Section 5 Grievance File Checklist Denial of Light Duty Discipline – Vehicle Accident Denial of Special Inspection Overtime Casuals worked in lieu of PTF’s Demand for medical certification Discipline – AWOL or Attendance Letter of Demand Bid Job reversion Holiday scheduling All disciplinary actions Crossing Crafts 17-21 17 17 18 18 18-19 19 19 20 20 20 20 21 Section 6 Subject Matter and Reference Index 22 - 27 4 Section 7 Fast Find Index 27 - 31 Use this section if you need to find the rules, regulations or procedures FAST! This is a handy guide for the sources, sections and references (quotes from the manuals) that are covered in PRIM. Section 8 AMS and Route EDIT BOOKS HELP 32-36 Checklist Use this guide if you need answers to questions concerning Route Edit Books (AKA “red” of “blue” books) Section 9 SUPERVISION TOOLS Attendance Tardiness Timekeeping Uniforms Street Mgmt. in the office Control Forms Placards Office Basics/ EAS Pivoting Special Route Inspections Minor Route Adjustments Example of MRA MSP 37 - 48 37 37 38 38-39 39 40 40 40 40 41 41-42 42 - 46 47 - 48 Section 10 DOIS Summary of Info 49 -50 WORDS OF WISDOM "Experience is not what happens to you; it's what you do with what happens to you." Aldous Huxley If you can learn from hard knocks, you can also learn from soft touches. Carolyn Kenmore Manage things, lead people Ted Paskiewicz 5 SECTION 1 source M 41 General Duties and Responsibilities section Reference 112.1 Provide reliable and efficient service. 112.21 Obey the instructions of your manager 112.23 Report for work promptly as scheduled 112.23 Complete time records to accurately reflect the hours employed each day 112.24 Display a willing attitude and put forth a conscientious effort in developing Skills to perform assigned duties. 112.25 Be prompt, courteous and obliging In the performance of your duties. Attend quietly and diligently to work and refrain from loud and profane language. 112.26 Do not report to cases or racks before tour Of duty or after the tour of duty. 112.27 Do not move mail from place to place on or adjacent to your case. Do not engage in any time wasting practices before placing mail in proper separations. 112.28 Do not stop or converse unnecessarily on your route. 112.29 Return to the delivery unit immediately on completion of assigned street duties and promptly clock in upon arrival. A motorized carrier unloads his vehicle and then records returning time. 6 Security source section M 41 112.31 Reference Protect all mail, money and equipment Entrusted to your care 112.32 Return all mail, money and equipment to the Post Office at end of the day 112.33 Do not place mail in your pocket, clothing, Locker, desk ….. Safety M 41 112.4 Conduct yourself in a safe manner. 133.1 Always exercise care to avoid personal injury and report all hazardous conditions to the unit Manager 133.2 Do not finger mail while driving, or when walking up or down steps or curbs, when crossing streets, or at anytime it would create a safety hazard to the carrier or to the public. 133.3 Use crosswalk when crossing streets. 133.5 Do not antagonize or attempt to pet dogs. Carriers are not required to deliver mail where dogs or other animals interfere. Report interference to the manager. 133.6 Report immediately when you are being followed 812.3 Seatbelts must be worn at all times the vehicle is in motion. 7 Source M 41 Section 812.31 Reference All vehicle doors must be closed. When operating a vehicle on delivery routes and traveling in intervals of 500 ft or less at speeds of less than 15 MPH between stops, the drivers side door may be left open 812.4 Do not finger mail while driving or hold mail in your hand while vehicle in motion. 812.7 Only authorized passengers are permitted to ride in postal owned, GSA owned, rental, or contract vehicles (including employee’s privately owned vehicle when used in postal operations. Sick Leave ELM 513.361 3 day or less can accept employee's statement explaining the absence 513.86 Over 3 day, employees are required to submit medical documentation. 513.86 For extended sick leave, employees are required to submit, not more than once per pay period, satisfactory evidence of continued incapacity to work. 8 FMLA Source Section Reference ELM 515.2 Sick leave may be used by an employee to give care or otherwise attend to a family member with an illness, injury, or other condition which, if an employee had such a condition, would justify the use of sick leave by that employee. Up to 80 hours of an employee’s accrued leave may be used for this purpose during a leave year. Approval of sick leave for a dependent care is subject to normal procedures for leave approval. Family member is limited to son, daughter, parent or spouse. Note: For questions concerning leave, consult chapter 5 of the ELM. Words of Wisdom The foolish man seeks happiness in the distance, the wise grows it under his feet Oppenheim, James Quick decisions are unsafe decisions. Sophocles 9 Neatness and Example M 41 112.51 Maintain a neat, clean and generally creditable appearance. Courtesy to Public M 41 112.62 When requested, furnish customers with postal and other reasonable information and provide change of address cards and other postal Items. Collections Note: An important area of responsibilities for the supervisor is to monitor Collection Boxes. Inefficient use of Collection Boxes results in wasted street time for carriers. Collection tests will highlight these deficiencies. Collection boxes that are deemed to be underused should be removed. M-39 133.28 Tests should be made in individual boxes to determine if they should be withdrawn from service or relocated to benefit more customers. If a box consistently generates less than 25 pieces, a review must be conducted to consider whether the box should be retained. 10 SECTION 2 source Reference section Office Duties M 41 112.27 Do not move mail from place to place or adjacent to your case. Do not engage in any time wasting practices before placing mail into proper separations. 121.11 Route or case all mail (except DPS, unless management requires) THE ACCURATE AND SPEEDY ROUTING OF MAIL IS ONE OF THE MOST IMPORTANT DUTIES OF A CARRIER. YOU MUST BE PROFICIENT AT THIS TASK. NOTE: IF THERE ARE DEFICIENCIES IN OFFICE PERFORMANCE, IT IS THE RESPONSIBILITY OF THE SUPERVISOR TO PROVIDE INSTRUCTIONS AND TO TAKE ALL NECESSARY STEPS TO CORRECT THOSE DEFICIENCIES. M 41 121.24 Check case, vehicle and equipment to make certain that no mail has been left behind. 144 All DPS markers must be returned to the proper location. 131.45 Do not curtail mail unless authorized. 224.21 Pick up handful of mail (2" or more) when casing letters. (Also in M 39 sec 121.41) M 39 121.16 Must have at least 6" of flats on the arm Cannot case flats one at a time from ledge 116.7 116.6 Carrier can be required to case mail upon early return from street Allowed 2 withdrawals from distribution case and a final sweep of the case upon leaving for the street 11 Source Section M 39 122.33 Reference Carriers will be given a Form 3996 after the Supervisor has been informed of the reason for the request. The form is to be completed in entirety by the carrier. A signed duplicate will be returned to the carrier. You cannot deny a carrier a form 3996. 126.5 ELM 432.461 1564 A & B are to be maintained. Five minute leeway for timekeeping is only for when there is congestion at the time clock. It is not for excusing tardiness. M 41 131.41 Must verbally inform supervisor if unable to case all mail distributed to route or if unable to perform other duties, leave on time or if unable to complete delivery of mail. 12 Supervision of Office Duties Office Observations Checklist Casing at a lower than normal rate (slow motion) Checking orders, route book, labels and other miscellaneous office duties Saving 3575's and 3546's from previous day Verifying firm bundles Unnecessary talking, laughter, noise, horseplay etc. Excessive trips to throwback/distribution case Wandering around Not reporting directly to case after clocking in Engaging the supervisor in unnecessary conversation Excessive wash up time Unnecessary trips to the locker room Not reporting prepared to work Not getting off the clock promptly after completion of duties Unnecessary handling of excess equipment Not checking the hot case on the way to the street Completing 3849 in it's entirety at the carrier case Personal phone calls Excessive time for vehicle inspection Reading letters and post cards Unnecessary hand-offs Food and drinks should not be present at the case Counting sequence mail pieces for relays 13 Office Observations Checklist (cont.) Tying out relays on mounted routes Excessive checking of clock/watch to pace casing of letter mail Lining up parcels - double handling Checking COA's and hold mail after being cased Union business on office time Loading vehicle on office time Rocking back and forth while casing Not holding 6" of flats on arm, or casing from ledge Placing collated flats back into flat case Not placing first relay in satchel Not properly collating sequence mail into collated mail Unnecessary collating of sequence mail on curbline route Placing flats inside of flats Folding flats and placing into letter case Not holding letters to eye level while casing Searching for separations Rearranging mail before beginning casing duties Pulling one separation at a time and rubber banding Selecting certain letters to case Picking up mail with the right and transferring to other hand for casing Not holding handful of letter mail while casing mail 14 SECTION 3 Street Duties source M 41 section 825 M 39 131.33 125.6 M 41 133.2 132.33 132.15 122.12 131.31 M 39 125.3 M 41 122.11 M 39 121.314 125.41 125.1 127 Reference Inspect inside of the vehicle for mail matter after completing street duties. (Also addressed in M 41 sec 832.2) Unless instructed, deliver all mail distributed to your route and complete deliveries within the scheduled times. Must finger mail. Instances when not to finger mail: going up or down stairs and curbs, crossing streets, driving or if any reasonable hazards exist. Face or separate mail as directed at the time of collection or while returning to the office Motorized carriers: collect from curbside boxes letters with postage affixed if the flag is raised, even if there is no mail for delivery to that box. Foot and PL routes will collect mail from boxes where delivery is made. No deviation from route for lunch or other purpose unless authorized. Must follow authorized line of travel. Deliver all mail along a prescribed route and on a regular schedule. All foot & PL routes must use satchel. Load up satchel with up to 35 lbs. Also carry COA's for customer service. Parcels are to be arranged in delivery sequence while loading vehicle, not in the office. Promptly clock in upon return from the street. M 41 133.5 Don't antagonize or attempt to pet dogs. M 39 118.2c When street time has increased as a direct result of assignment of a satchel cart, withdraw the satchel cart immediately. 15 Street Duties source M 41 section 125.93 322.23 Reference Carriers will scan barcode labels affixed at collection points with barcode reading devices (scanners). Any sequenced mailing received by a curb delivery route shall be handled as separate bundles, unless the Delivery unit manager authorizes casing or collating Words of Wisdom Knowledge comes, but wisdom lingers. Alfred Lord Tennyson It isn't smart to argue with a fool; listeners can't tell which is which. Unknown It takes lots of things to prove you're smart, but only one thing to prove you are ignorant. Herold 16 Street Observations Checklist for Street Observations Excessive moves or park points Not carrying enough mail per loop Not having satchel loaded Not carry satchel Making multiple trips to load vehicle, excessive loading time Separate deliveries for letters/flats and then parcels Constant backtracking to deliver mis-cased or misdelivered mail Inefficient travel patterns Not taking corrective steps to clear constantly blocked curbside boxes Excessive conversations with customers Excessive travel to and from lunch Not taking obvious short cuts-crossing lawn etc. Not culling collection mail after loop Adding breaks or personal time to lunch Deviating the route or travel to route Not fingering mail or not having mail ready when reaching the mailbox Resting at the end of each loop, loitering around vehicle between loops, etc. Not handling enough deliveries on dismounts Walking slower than normal Driving slower than posted speed 17 Street Observations Checklist for Street Observations (cont.) Verifying firm bundles prior to delivery Fusing DPS mail into case mail Making separate trip to deliver SPRs Pacing delivery time, frequent checking of watch Unnecessary delivery to high rise Unnecessary collection box stops Excessive deadheading Not returning to delivery unit immediately upon completion of route Excessive trips for fueling of vehicle. Not making multiple moves to the mail receptacle Ensure carrier carries an approved scanner for scanning mail and assigned barcode points 18 SECTION 4 AVUS Procedures 1. Carrier receives MDCD and presses enter to verify that the date and time are correct. 2. Carrier selects On Street User (Motorized). 3. Carrier enters correct Employee ID, Zip Code, places the cursor at "Route ID" then scans the Route Barcode at his/her case and presses <enter>. Note: If route has not charged since last scanner use, the carrier may select <enter> if the proper route number is displayed. 4. Carrier completes office duties then as they make the final Hotcase pull before loading, they scan the Hotcase Barcode located in the carrier’s hotcase holdout. NOTE: This is a MSP function and is not performed by rural route carriers. 5. Carrier completes loading his/her vehicle and is about to drive to his/her first delivery. He scans his Depart to Route Barcode. 19 AVUS Procedures (cont.) 6. The Scanner will then prompt the Carrier for a Begin Mileage and the Carrier will enter the correct mileage for the vehicle. (enter zero for tenths in all cases). The ending mileage for the previous day will be displayed a the beginning mileage. If this number is correct, it can be accepted by pressing "Enter". The Carrier will then place the cursor for Vehicle ID Entry and scan the Vehicle Barcode and presses enter. Using the Scanner Leave Office for Route Signature Capture - COD • Verify begin mileage. • Enter current mileage if different than actual mileage. • VEHICLE DATA BEGIN MILEAGE: _ _ _ _ _ _ . _ VEHICLE ID: _ _ _ _ _ _ _ _ Scan or enter Vehicle ID 7. Carrier will proceed to the office when finished. Upon arrival at the office, after he has deposited his/her outgoing mail, he will scan the Return to Office Barcode. At this time he is prompted for his End Mileage. 20 New AVUS Procedures (cont.) 8. Carrier returns Scanner to the cradle and all information is uploaded automatically. Using the Scanner Return to Office Return Receipt for Merchandise - No Signature Waiver • Scan Return to Office label VEHICLE DATA END MILEAGE: • Enter end mileage _ _ _ _ _ _._ • Press ENTER Words of Wisdom If at first you don't succeed you're running about average. Alderson, M.H. The greatest accomplishment is not in never falling, but in rising again after you fall. Lombardi, Vince 21 SECTION 5 Grievance File Checklist This checklist is to assist you in organizing your grievance case files. Please make sure you include the Step 1 meeting worksheet, the PS 2608, and any pertinent witness statements in this file. Also provide the specific items listed below the appropriate grievance area. If you have questions or need assistance, please call your Labor Relations Office. Denial of Light Duty Employee's written request for light duty Medical documentation of physician that supports the request Management's letter stating the reasons for denial Management statement detailing what jobs were considered and why they were rejected Carrier Form 1571 Carrier Form 3997 Discipline - Vehicle Accident Copy of Proposed Personnel Action Copy of disciplinary action Carrier Statement of Accident (Form 91) Vehicle Accident Investigation sheet (Form 1700) Accident Report (Form 1769) Street Observation (Form 4584) Grievant's statement about accident Police report (if applicable) Investigator/witness notes taken at accident scene Grievant's prior job related accident record 22 Denial of Special Route Inspection Carrier Form 1621 Carrier Form 3996 Proof of employee's inspection request Time cards/Employee Activity Report/TACS Reports Supervisor's notes of any discussions with employee regarding performance Overtime Overtime Desired List for quarter Time cards/Employee Activity Report/TACS Reports Carrier Form 1813 Carrier Form 3996 Carrier Form 3997 Documentation of mail volume Notes/Statement that explains: a. why OT was called b. work performed on OT c. availability of employees d. why OT was not equitable Casuals Worked in Lieu of PTF's Carrier Form 1813 Relevant Form 3971 Time cards/Employee Activity Report of affected employees. Carrier Form 3996 Carrier Form 3997 Form 50 for affected employees Unit Complement 23 Casuals Worked in Lieu of PTF's (cont.) Supervisor's weekly schedule Seniority roster Charting of use of hours by Casuals and PTFs Relevant provision of Local Memorandum (if applicable) Supervisor's statement about the need to use casuals instead of PTFs Demand for Medical Certification Form 3971s Form 3972s Medical certificate submitted by employee Supervisor's statement explaining what events caused the request Copy of doctor's bill Grievant's statement of related expenses (mileage/lost time) Discipline AWOL/Attendance Letter(s) of charge Proposed Personnel Action Form 3971s Form 3972s Form 3997 AWOL day(s) Fact finding documentation Medical certification sustaining absence(s) Supervisor's statement explaining denial of requested leave 24 Letter of Demand Copy of Letter of Demand Form 3294 for grievant Form 3368 for grievant Form 3369 for grievant Audit form leading to the Letter of Demand Form 3368s for other window clerks Grievant's training record Bid Job Reversion Reversion notice Statement explaining why reversion was made Bid job listing showing who vacated job and when it was vacated Holiday Scheduling Leave calendar Sign-up list for volunteers Seniority list Holiday Schedule with posting date Form 3997 for the holiday Holiday Scheduling provision of Local Memorandum (if applicable) All Disciplinary Action Letter(s) of charge Proposed Personnel Action Supporting documents Fact finding documentation 25 Crossing Craft Supervisor's statement explaining: a. what craft usually does the job b. which craft was assigned the job c. why the assignment was made d. how long the assignment was worked Documentation of insufficient work Documentation of exceptionally heavy work. WORDS OF WISDOM You get the best out of others when you give the best of yourself. Harry Firestone Even if you are on the right track, you'll get run over if you just sit there. Will Rogers Opportunities are usually disguised as hard work, so most people don't recognize them. Dave Gurevitz Getting results through people is a skill that cannot be learned in the classroom. J. Paul Getty 26 SECTION 6 Subject Matter & Reference Index The following section is an index of subject matters that are relevant to the Delivery Supervisors. The index in an alphabetical listing, in summary form, and the references where more information can be found on that topic. This section will be valuable for more in-depth review and study. This section will also assist the supervisor in quoting the rules and regulations when issuing discipline or providing instructions. The listed references are not, in most cases, the only source for the listed rules or regulations. You are encouraged to research for other sources if the listed reference does not contain the information that you are seeking. If you need assistance, contact your local Labor Relations Specialist. Subject Matter Index to Reference Material A Absence with permission Accident Prevention Accident Reporting Forms Accident Kits Accountable Mail Administrative Leave Advance Sick Leave Annual Leave Appearance (neat/clean) B Backing Accidents Behavior and Personal Habits Business Deliveries ELM 666.82 ELM 820 ELM 541.3 M41 851 F1 Append A ELM 519 ELM 513 ELM 513 M41 112.5 P13 422.5 P13 432.5 ELM 666.2 D 042.4.0 M41 131.38 M41 321.4 27 C Carrier Equipment Carrier Supervision Central Deliveries Certified Mail Clocking in accurately C.O.D. Code of Ethical Conduct Complaints Conduct on Postal Property Conduct work safe manner Conflict of Interest COP Court Leave Courteous and Obliging CRMA Curbline Deliveries Curbside Deliveries Curtailment of Mail Customer Receptacles Customs D Damage Mail Deliver all mail Delivery & Collection Deviating Disallowed Times Discipline Disciplinary action Discussions Discussions in L.O.W. M39 117.2 M39 126.5 M39 131.4 M41 160 DMM D 042.9.1 DMM D 042.9.7 M41 335 M41 112.23 M41 334 ELM 661 M41 350 ELM 660 POM 221.6 M41 112.4 ELM 661.4 ELM 540 F22 392 ELM 516 M41 112.25 DMM D 042.2.0 M39 125.81 DMM D 042 M41 131.45 M41 321.4 DMM D 041 M41 333 POM 431.65 M41 131.33 M41 131.41 M41 131.42 DMM 042 M41 132 M41 131.31 M41 131.32 ELM 432.7 M39 115 ELM 650 ELM 666.86 EL 901 Art 16 EL 901 Art 16 28 Display a willing attitude and a conscientious effort Distribution Priorities Distribution Techniques Dogs Drivers license Driving Driving Record (Form 2480) Drug Use M41 112.26 POM 416.3 M39 121.1 M41 133.5 M41 811 POM 720 P11 265.62 ELM 661.55 E EEO Engine turn off ELM 670 P5 M41 823 F Fitness for duty ELM 513.38 G Gambling Grievance/Arbitration ELM 661.56 EL 901 Art 15 H Holding Mail Holiday Leave Holiday Work POM 611.9 ELM 518 ELM 432.5 L Labor Relations Leave Leave Without Pay Littering Loading Loitering Loud Talking ELM 910 ELM 510 ELM 514 M41 123.4 M39 125.1 M41 112.28 M41 112.25 M Mail place in clothing/pockets Mail Security Management Rights Maps Military Leave Minor Injuries Missent Mail Misthrows M41 112.33 M41 131.23 EL901 M39 114 ELM 517 P11 352.11 POM 421.443 M41 224.17 29 N News Media O Obey Instructions of manager Obedience Protest Observation of Driving Practice Off duty employee entering building Opening of mail Overtime-general Overtime-out of schedule P Parcel Delivery Parking Parking brakes Park & Loop Points Pay Adjustments Performance Evaluation Standards Periodical Mail Delivery Address Correction Forwarding Personal Safety ASM 332 M41 112.21 ELM 666.5 ELM 666.51 PO 701 244.233 ELM 831.331 ASM 273.11 ASM 213.5 ELM 434 ELM 434.6 M41 323 M39 125.7 M39 124 M41 822 M39 125.5 F22 Ch 7 ELM 373.1 Priority Mail Productivity goals Profane Language Protect Funds and Mail DMM D210.1.0 DMM F 010.5.2 DMM F020 M 41 112.4 M 41 133.1 M 41 812.1 DMM QSG 120 EL 601 855 M41 122.25 M41 112.31 Q Quietly and Diligently (work) M41 112.25 R Registered Mail Report promptly as scheduled Report unusual conditions Relay Point (determining needs) Restricted delivery Return from street Route Adjustments Route Inspections M41 335 M41 112.22 M41 123.2 M39 123.4 DMM S916 M41 112.29 M39 140 M41 911 M39 Chapter 2 30 S Safety Satchels and forms Satchels, loading Satchel, use Schedules, temp changes Seat belts Security Separations Shoes Sick Leave Special Route Counts Stairs and Stairways General Delivery of Mail Steward's time Street Supervision T Tardiness POM 413 ELM 840 M41 143 M39 121.314 M39 125.41 F22 Ch 2 M41 812.7 ASM 270 ELM 365 EL-814 IV.A.4 ELM 513 M39 141.2 EL 814 V.B EL 814 IX.A M 41 133.2 M 39 125.6 F21 252 F22 252 M39 139.3 Turn Signals F22 215 ELM 666.83 ELM 666.84 M41 112.27 F21 422 F22 422 M39 125.3 F21 260 F22 260 ELM 438 P13 424 U Unauthorized use-Govt. Prop. Undeliverable as addressed ELM 661.52 DMM F 010 Time Falsification Time Wasting Practices Transfer Hours Travel – carrier Travel time 31 V Vehicle Accident reporting Rear door locked seat belts Veterans Funeral Leave M41 850 ELM 830 EL 814 X.D.7 PO 701 243.3 EL 801 3-5.5 M41 825 PO 701 244.233 ELM 831.331 POM 730 El 814 X.E.5 M 41 811.2 M41 821 M41 812.7 ELM 519.26 W Work Hour Adjustment Work and Paid Hours F21 723 F22 Ch2 Cleanliness Emergency flashers Headphones (prohibit) Inspections Observe-driving practice. Operations Passengers 32 SECTION 7 FAST FIND INDEX (in this Manual) 1564's 3996's 7 7 A Accurate speedy casing mail Accurate time records AVUS 6 1 14 B Being followed 2 C Carrier Edit Book Review Case all mail Casing flats from ledge Clock in promptly upon return Collect all mail (mounted) Collection box test criteria Control forms PS Form 3996 PS Form 3999 PS Form 4584 PS Form 4570 PS Form 2432/2458 Courtesy to public Crosswalks Cull mail Curtail mail 32-36 6 6 10 10 5 40 7, 40 40 40 40 40 5 2 10 6 D DCD's Deliver all mail Deviation from route Dogs Dogs, petting DOIS (Del Oper Info System) Recording Volume Transferring Data Clearing Volume DPS markers 49-50 10 10 2 11 49-50 49 49-50 50 6 E Extended sick leave 3 33 Cont. FAST FIND INDEX (in this Manual) F Finger mail exceptions Finger mail while driving Five minute leeway-clock in-out FMLA 10 2-3 7 4 G Grievances - denial / discipline Denial of Light Duty Discipline – accident Special Inspection Overtime Casual work Medical Certification AWOL/Attendance Letter of Demand Bid Job Reversion Holiday Scheduling Crossing craft 17 17 17 18 18 18-19 19 19 20 20 20 21 H Handful of mail 6 L Line of travel, must follow Loud Talking M Mail in vehicle Mail left in vehicle Minor Adjustments Examples Moving mail place to place MSP (Managed Service Points) Gathering Data Location Set up What is not a MSP Data input Label printing MPS Reports 10 6 10 41-46 42-46 1 47-48 47 47 47 47 47-48 48 48 34 Cont. FAST FIND INDEX (in this Manual) MSP (Managed Service Points) Overview Report Missed Scan Report Route Report Carrier Report Must finger mail 48 48 48 48 10 N Neatness 5 O Obey instructions Office deficiencies 1 6 P Parcel, sequencing at vehicle Passengers in vehicle Pivoting Placards Profane language Protect all mail 10 3 40 40 1 2 R Reliable and efficient service Reporting to case before duty Return all mail, money, equip 1 1 2 S Safe conduct Satchel Cart Satchel, load up to 35 lbs. Satchel, must use Seatbelts Security of mail Sick Leave Sick leave documentation Six inches of flats on arm Special Route Inspection 2 10 10 10 2 2 3 3 6 41 T Tardiness Time wasting practices Timekeeping 37 1 38 35 Cont. FAST FIND INDEX (in this Manual U Unable to case all mail Unnecessary talking Uniforms and Attire 7 1 38-39 V Vehicle doors closed 3 W Willing attitude Withdrawals from Dist. Case 1 6 Words of Wisdom A diamond cannot be polished without friction, nor the man perfected without trials. Chinese Proverb 36 SECTION 8 CARRIER ROUTE EDIT BOOK REVIEW M41 253.1 It is absolutely essential that the carrier keep the edit book and PS Form 1621 accurate and up to date. CONTENTS 1. Are your ADVO cards wrong…extra or missing ADVO cards? 2. Did you stop making deliveries to any address? 3. Did you start or resume delivery to any address? 4. Do you carry the route in different delivery order than what is shown in the "Route Edit Book"? If any of the answers to any of the above questions is yes, then appropriate action must be taken to correct the problems. The following is a guide to assist you in correcting the most common assist you in correcting the most common. 37 1. Are ADVO cards wrong extra or missing cards? YES NO Go to next page ADVO TEST This test can be conducted over a 2 - 3 day period as you work the ADVO cards. Create bundles out of your undeliverable ADVO cards and label as follows: (ADDRESS HAS BEEN VACANT OVER 90 DAYS) MARK THE BUNDLE "V + 90 DAYS" (ADDRESS RECEIVES DELIVERY ONLY THROUGH P.O.BOX) MARK THE BUNDLE "P.O. BOX" (ADDRESS DOES NOT EXIST) MARK THE BUNDLE "NSDA" (ADDRESS IS BUSINESS ONLY, NO ONE LIVES THERE) MARK THE BUNDLE "BUSINESS" THEN: List any residential delivery (including apartments) that did not get an ADVO card. Use the information above to update the Route Edit Books NOTE: If you notice ADVO cards in the UBBM, this test needs to be conducted. This will help insure that your Route Edit Books are correctly maintained. 38 2. Did you stop delivery to any address? YES NO Go to next page Did the delivery point go to another route? YES Supervisor must complete rebuild sheet NO Is the building physically gone or "boarded up" YES Delete the address NO Has the address been vacant for over 90 days? YES Add a "V" for the 1621 column NO Is the mail now delivered to a P.O. Box Add a "B" for the 1621 column YES NO 39 3. Did you begin or resume delivery to any addrerss? YES NO Go to Next Page Did the delivery come from another route? Supervisor Must completely YES rebuild Edit Sheet NO Is the delivery on you Edit Sheet, but marked "Vacant over 90 days? YES Remove the “V” for the 1621 column NO Is the delivery on your Edit Sheet, but marked "No Delivery Yet"? YES Remove the “N” for the 1621 column NO Is the delivery on your Edit Sheet, but marked "PO Box only"? YES Remove the “B” for the 1621 column NO Is the delivery "newly built" or new construction? YES Add the delivery to the Edit Sheet. Include stick map NO if new street. Include gang box or CBU diagram 40 4. Are your carrying the route in exact delivery order shown in the Route Edit Book? NO? Why NOT? Yes? Rebuild sheet must be sent to AMS. Continue to review your edit books for changes. MORE WORDS OF WISDOM "Hard work spotlights the character of people: some turn up their sleeves, some turn up their noses and some don't turn up at all." Sam Ewig "Challenges are what make life interesting; overcoming them is what makes life meaningful. " Chinese Proverb 41 Section 9 This section will cover the following topics: ATTENDANCE UNIFORMS TOOLS OFFICE MANAGEMENT STREET MANAGEMENT M39 SECTIONS 141 / 271 MINOR ADJUSTMENTS MSP ATTENDANCE ELM 666.81 Attendance Employees are required to be regular in attendance. AWOL: An employee who fails to provide satisfactory evidence that an emergency existed will be placed into a non-pay status for the period of absence. An employee who is in a non-pay status immediately preceding or following a holiday does not receive holiday pay. NOT necessarily 8 hour increments (F-21) Tardiness ELM, 666.83 Tardiness Any employee failing to report by scheduled time when time recorders are not used. Deviation from schedule when time recorders are used. ELM, 666.84 Falsification Recording the time for another employee constitutes falsification of a report subject to removal. Failure of a supervisor to report late arrivals is regarded as condoning falsification. 42 TIMEKEEPING / SUPERVISOR RESPONSIBILITY The supervisor is responsible for: A: Controlling employee access to timecards B: Making certain employees clock in and out on time. C: Approving all clock rings which deviate from the scheduled tour by more than 5 minutes. D: Completing supporting forms as required by the procedures. UNIFORMS (ATTIRE) Do your employees project your expectations? ELM, SECTION 931.23 Supervisors are responsible for continually observing the uniforms of the employees and taking appropriate corrective action, when necessary, to ensure the employees are properly attired. ELM, SECTION 931.11 Entitlement Certain employees MUST wear prescribed uniforms when performing their duties. ELM, SECTION 931.12 Allowances The annual allowance authorized each employee covered by a collective bargaining agreement is determined by the terms of that agreement. ELM, 931.21 UNIFORMS Uniforms are provided to certain employees for the following reasons: To provide immediate visual identification. To project an appearance to the public that is NEAT, professional and pleasing. To help develop in the employee a feeling of esprit de corps. To meet standard professional practices. 43 ELM, 931.26 Responsibility of the employees Postal employees are responsible for being adequately and properly dressed for duty. They are expected to maintain high standards of appearance. Uniform garments should be properly fitted and maintained in a CLEAN, NEAT and SERVICEABLE condition. ELM, Section 931.262. Conforming with regulations Uniformed employees are responsible for conforming with all uniform regulations ELM, Section 931.25, Responsibility of Installation Heads: Post a list of uniform items (required and optional) authorized for the installation. Enforce all uniform allowance regulations and prevent abuses. Make all rules and regulations available to employees and vendors. TOOLS ELM- Subchapter 370 (Performance Evaluation) ELM- Chapter 8 (Safety & Health) HANDBOOKS: Management of Delivery Services M-39 City Delivery Carriers Handbook M-41 Postal Employees Guide to Safety EL-814 Supervisors Guide to Safety EL-801 STREET MANAGEMENT IN THE OFFICE DOIS 3996 1813 MSP 3999 AVUS 1564-A Verified and Approved Edit Book - Last Date Submitted 44 CONTROL FORMS: PS FORM 3996: Carrier/Auxiliary Control PS FORM 3999: Inspection of Letter Carrier Route PS FORM 4584: Driver Observation PS FORM 4570: Vehicle Time Record PS FORM 2432/2458: Individual Training 1017A/1017B: Unauthorized Overtime/Time Disallowance. MSP Reports PLACARDS AT CARRIER CASE. The information on the placards posted on the carrier cases should reflect the identical information in the unit's data base, route adjustment profile (3999), and the PS Form 1564A in the carrier route book. All of these documents will ultimately be brought to an arbitrators attention should the carrier file a grievance in regard to any of these issues. OFFICE BASICS/ EAS M39, 111.2 Perform and organize work. Maintain control of PS forms 3996 and 1571. Determine if available workload constitutes the need for assistance, overtime, pivoting or curtailment. Determine cut-off time. M39, 122.11 Schedule carriers to coincide with workload, availability of mail (80%), necessary office time and customer expectations. PIVOTING/ EAS Pivoting is the capturing of undertime/downtime. Do not associate this term with overtime. Pivot plan should include 5 routes that are contiguous to each other to effectively minimize the use of travel time. 45 SPECIAL ROUTE INSPECTIONS INDICATORS For Potential 271 DPS Increase Mail volume decrease 1813/Late leave/late return 3996-request for overtime or assistance New deliveries/Demolition Undertime/Pivoting/waiting/time wasting 4570-mileage assigned/Actual used DOIS information M-39, Section 271 A. Consistent use of overtime or auxiliary assistance. B. Excessive Undertime C. New construction or demolition which has resulted in an appreciable change in the route. D. A simple adjustment to the route cannot be made E. A carrier requests a special inspection and it is warranted. F. Carrier consistently leaves and /or returns late. G. Mail shall not be curtailed for the sole purpose of avoiding the need for special mail counts and inspections. H. If over any 6 consecutive week period: WHERE WORK PERFORMANCE IS OTHERWISE SATISFACTORY a route shows over 30 minutes of overtime or assistance on each of 3 days or more in each week during this period, the regular carrier assigned to the route shall, upon request receive a special mail count. Minor Adjustments Management reserves the exclusive right to make minor adjustments to city delivery routes, as indicated in the National Agreement, Article 3, and in the M-39 handbook, Section 14. Management has must be in compliance with the MOU of November 12, 2003 concerning Minor Route Adjustment Procedures Minor Adjustments: M-39, Section 141 141.11, Routes must be maintained in reasonable adjustment throughout the year. In order to fulfill this requirement, LOCAL managers may find it necessary to make minor route adjustments, to provide relief, add deliveries, capture under-time, etc. 46 M-39, 141.11 states “When considering if a mail count and route inspection is necessary, review the nature and scope of the adjustments needed. If the review discloses that only minor adjustments are necessary, the adjustments should be made from CURRENT management records and information. Current means the most recent available. M-39, Section 141.19 states “A simple formula for making minor adjustments, without mail counts and inspections, MAY be made in the following manner if the previous count and inspection data is reasonably current and the same carrier is serving the route being considered. (MAY is optional in management’s opinion.) EXAMPLE OF SUCCESSFUL MINOR ADJUSTMENT 1. A review of workload, by accounting period, to the unit was conducted using current management records, i.e.., Flash Volume, to determine the accounting periods that best represent the average volume period of the year. The purpose of this review is to be as fair to the carrier as possible by selecting a base volume that is neither the heaviest, nor lightest time of the year. Handbook M-39, Section 242.122. Instructs “the proper adjustment of carrier routes means an equitable and feasible division of work among all of the city carrier routes assigned to the office. Effort should be made to keep the routes adjusted to as near eight hours as possible based on average workload. Now that you have determined the accounting period that best represents the average workload for the unit. You need to determine how much of a minor adjustment each route will need. Chart the average daily letters and flats, by route for an entire representative accounting period. Then determine the amount of minutes each route would require to work the average daily workload in the office, using the minimal national standards of 18 pieces per minute for letters and 8 pieces per minute for flats, and 70 pieces per minute for pull down. Then add standard guaranteed line item time of 28 minutes per route (38 minutes if the unit has an office break option). Then sum the grand total minimum standard minutes required by route to complete the average workload in the office. 47 EXAMPLE, Continued To determine the efficiency of each carrier, determine the percent of actual minutes used as opposed to minutes allowed at the minimum standard. Divide the actual time used by the minimal time allowed at minimal standards. The final step in determining the required office time per route is to multiply each carriers demonstrated percent to standard by the calculated minimum standard office minutes. Than customize each route to the demonstrated efficiency of the individual carrier. Street time is added to the office time to determine the total value of the route, M-39, Section 141.19B, using the most recent 3999. Street supervision must be conducted and data compiled for a current 3999. This data added to the calculated office times determine the value of the routes. The importance of having accurate volume and time records cannot be stressed enough. It is management’s duty to record volume and the employee’s duty to record time records, and both are accountable. M-39, Section 243.611 After careful adjustment of routes has been placed into effect, the manager MUST carefully study forms 3997 and 3997-B, 1813, Volume records and street management records to see that the objective has been met, especially for those routes where extensive changes have been made. M-39, Section 243.62 Review the carrier’s time records and MSP reports for the period following the adjustment. The frequent use of overtime or auxiliary assistance on adjusted routes may indicate that the basis used was not sound and should be examined. (First make certain that the individual is performing duties in an acceptable manner.) M-39, Section 243.681 Corrective Action If the route is found to be adjusted properly, this must be brought to the carriers' attention and the carrier given an opportunity to improve his or her performance. 48 M-39, Section 243.682 Determine if the route is in adjustment, or if the carrier is serving it inefficiently. Special office mail counts M-39, Section, 141.2: When management desires to determine the efficiency of a carrier in the office, a count of mail may be made. The carrier must be given one day’s advance notification of this special count. Use form 1838-c to record the count and the line items covered. The carrier must be advised of the result. Minor adjustments can be made using current management records, without doing a count and inspection. M-39,141.112 A reminder, this should only be done after observing the carrier in the office and on the street and eliminating all time-wasting practices, by providing training and instructions. Formula for making minor adjustments, If the previous count and inspection data is reasonably current and the same carrier is serving the route that is being considered. M-39, Section 141.19 A. Determining Office Time. Using the MOST RECENT 1840, review the net and standard time and select the lesser of the two. If the net office time is used, deduct the actual times used on line items 14, 15,16,19,21 and the office break if applicable. If the standard time is used, deduct the standard time allowance for line items 14,15,19,20 and 21(use actual times if they exceed standard times) and the actual time used for line 16 and the office break. Divide the remainder by the number of possible deliveries. B. Determining Street Time M-39, Section 141.19 Using the most recent form 3999, deduct the vehicle loading time, travel time to and from the route, time spent collecting from collection boxes, time spent for relays, gassing vehicle, moving vehicle, replenishing mail after loop, breaks and comfort stop time. Divide the remainder by the number of possible deliveries to determine the street time used per delivery. 49 C. Determining Time per delivery: Add average office time and street time. D. To determine the number of possible deliveries to move or added, divide the time being considered for removal or addition by the time per delivery. E. Computing total route time: add to or subtract from route involved. F. The District office MUST be notified of any decrease in workhours. Any increase in workhours MUST be approved by the District office after submission of PS form 3998. Extensions M-39, Section 142.2 Pertain to new deliveries in areas not included in the boundaries of present delivery service. New Deliveries should be recorded in the AMS edit book. Complete PS form 697 and send to Operation Programs Support for approval. HCR and Rural delivery should be considered before city where possible. Where delivery service has not been initiated to the new delivery territory by city, rural, or HCR, or where new deliveries are not ingrowth (new deliveries located within the same block face of established deliveries), an extension of any of the three delivery types may be given consideration. HCR service is cost efficient, continues to be underutilized and should be considered wherever practical. The Postal service has specific guidelines for implementing delivery service by HCR: HCR service must be considered before rural or city delivery if this is completely new growth in a new section. Rural service may be established by extending a current rural route that already serves the area. Justification must be provided by the manager that supports with data that this new area wouldn't be better served by an HCR. When implementing rural delivery service: 50 City delivery service may be established by extending a current city route that already serves the area. Justification must be provided by the manager that supports with data that this new area would not be better served by an HCR or rural carrier. In ALL cases of new delivery, just because a carrier states "I want this" is NOT justification to add it to their route. If you elect to establish, extend, or convert to HCR service, you must ensure that the applicable provisions of Article 32 in EL-912, Agreement between USPS and APWU, EL-901, Agreement between USPS and NALC, and EL-902, Agreement between USPS and NRLCA are met. In order to proceed, the following comparisons must be utilized: 1. Minimum of 25 deliveries to start 2. How many deliveries within one year 3. How many when development is completed Further definitive instructions may be found in the Postal Operations Manual/Domestic Mail Manual Establishment and Extension Regulations on City, Rural and HCR service, specifically Chapters 64 through 66. After all of the above items have been reviewed and a type of delivery has been decided, one further issue needs to be addressed. Discuss with the builder of the development the possibility of installing Cluster Box Units (CBU's) rather than curbside/house to house delivery. This is another cost effective measure that provides secure service and makes good business sense. After Form is returned approved: A. Determine which route will serve the area. B. Determine if an adjustment is necessary. C. If necessary, do it promptly after discussing it with the carrier, using the formula discussed in section 141 of the M-39. D. Make Special route inspection when adjustments cannot be made as suggested in section 141. E. If it is determined that Rural delivery will be provided, keep in mind that extensions of rural delivery are effective on the first day of a pay period and an approved 4003 must be submitted properly. 51 MANAGED SERVICE POINTS A Management Tool to: Monitor delivery time consistency. Monitor individual carrier street performance Enhance communication between managers and carriers Gathering Data Source data for MSPs 3999s 1564-A AMS Edit Book Carrier Workhour Workload Report Local Management Knowledge Location is the key to the MSP program. Set-up 1. Hot Case 2. Depart to route 3. First delivery 4. First delivery before lunch 5. First delivery after lunch 6. Last delivery 7. Return to office NOT a managed service point: 1. Vacant or non delivery address 2. Business or delivery closed on any delivery day. 3. Located in the middle of a relay or loop, or mid-block on mounted deliveries. Data Input: 1. Enter the time you normally expect the carrier to arrive in Hours and Minutes. (Not Hundredths). 2. In the morning the route number is scanned in. 3. Carriers without a primary route will scan a default route label. 4. After scanning depart for route, enter actual mileage whole numbers only, no zeros or hundredths (005547.5). Operation is the same upon return from the route. 52 5. When scanning any of the Bar Codes, should the message “is this an international mail piece or C.O.D.” choose neither. 6. Input correct route and zip code when prompted, change route if necessary. LABEL PRINTING INSTRUCTIONS Request Labels On WEB MSP MAIN MENU go to <<LABELS>> The reports generated are tools that the manager can use to help quantify key elements (loading, travel, and arrival times) of a carrier’s daily activities. The report also shows how volume can affect individual segments of some routes. MSP REPORTS 1. Route Overview 2. Missed Scan 3. Route Detail 4. Carrier 5. Invalid Routes Route Overview Report Measures carrier’s moves against schedules and duration between MSP’s, total street time and % of deliveries on time and/or early. Missed Scan Report Lists, by carrier, all scans that were missed for entire unit. Route Detail Report Lists all scans that were recorded against a particular route and measures against schedule/duration. Carrier Report Lists every MSP scan that a carrier made, no matter which route, and measures against schedule/duration. 53 Section 10 DOIS SUMMARY For more complete information concerning DOIS, please refer to the DELIVERY OPERATIONS INFORMATION SYSTEMS QUICK REFERENCE GUIDE Recording Volumes in the DCD 1. Press the On/Off button. 2. Verify that the date is correct. If the date is correct push <Clear>. If the date is incorrect, input the correct date and press <Enter> and then press <Yes>. 3. Press <A> for add volume. 4. Use the down arrow and select the type of mail. 5. Press Enter. The volume entry window for the last route is now displayed. 6. Verify the Zip Code is correct. The first two digits of the route number are the last two digits of the ZIP Code. 7. To enter Manual Volumes use the up and down arrows buttons to move between routes. To move between the mail types (sequence letters, sequence flats, parcels and DPS) use the left and right buttons. 8. Before recording mail volumes for the next trip press <C> to clear all data. Note: Pressing the "up arrow" on the DCD will increment the routes. Pressing the <<Ctrl+O>> (at the same time) will change the arrow so that the "down arrow" will increment the routes. Transferring Data from the DCD to DOIS 1. Plug-in the AC adapter and connect it to the DCD. 2. Ensure that you connect the DCD to the COM port on the DUC. 3. From the DCD DUVRS Collection Menu select <T> to begin transferring data between the DCD and the DUC. 4. Click the Transfer Volume Data button from the Mail VolumeDCD window in DOIS. DOIS displays a message box asking "Are you logged onto the correct Delivery Unit for the Mail Volume data you are about to upload?" 54 5. Click the <Yes> button. DOIS displays the message "Mail Volumes have been successfully uploaded from the DCD and save to the DOIS database." The DCD displays the Date/Time screen. 6. Press <Clear>. The Main Menu is now displayed. Clearing Mail Volumes from the DCD 1. Press <Clear> to reach the Main Menu. 2. From the main menu press <C> to select (C)lear all data. "Are you sure you want to erase all volumes that are now in the DCD? Enter Yes/No" is displayed on the DCD Screen. 3. Press the <Yes> key on the DCD. Note: If you forget to clear mail volume from the previous day, a Volume Data Error appears prompting you to clear the previous days data. For troubleshooting and handling specific error messages, please refer to the quick reference guide. Also use the guide for information concerning Timekeeping In DOIS, ETC and Creating a DOIS Extract File. If there is a question about a DOIS window, check on-line Help. Online Help is available from the Help Menu or by pressing F1 in any DOIS window. If the question is on how to use certain DOIS functionality, you can get in-depth training with the Computer Based Training (CBT). If you have a technical question, call the USPS Help Desk at 1800-USPS-HELP (1 800 877-7435).
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