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Scheme Training schemes: construction, and proficiency U.S. POSTAL SERVICE Washington, DC 20260 Schemes: Construction, Assignment, Trainin%.and Proficiency Handbook M-5 August, 1980 1. MATERIAL TRANSMITTED This is a complete revision of Handbook W-5 that obsoletes all transmittal letters. 2 FUTURE CHANGES Any future changes in M-5 will be made by complete revisions and distributions of the entire handbook. Datumittal letters will no longer be used. 3. DISTRIBUTION A. Initial. Automatic distribution will be made directly to MSC's and Associate Offices down to Cag H. B. Additional copies. Order on Form 7380 from your supply center. 4. EFFECTIVE DATE This is effective August, i980. Michaelc S. aughlin Assistant ~o&rer General Mail Processing Depurnnent Schemes: Construction, Assignment, Training, and Proficiency 433.3 TABLE OF CONTENTS CHAPTER 1 INTRODUCTION AND DEFINITIONS CHAPTER 3 SCHEME ASSIGNMENT 3 10 Requirements and Policies 1 10 Introduction 31 I Working Schema 30 Hours per Accounting 120 Definitions Period 12 1 Reference Scheme 3 12 Two Schemes or Two Scheme Sections 122 Scheme 31 3 2000 ltems for Scheme Distribution 123 Scheme Sections 314 Justifying Exceptions (35 Hours, 2 124 Scheme Item Scilemes or Scheme Sections Restrictions) 125 Memory Items 3 15 Staffing for Uncoded and Miscoded Mail 126 Coded Mail 3 15.1 Number of Employees Assigned 127 Uncoded and Miscoded Mail 3 15.2 Staffmg Determination 3 16 Special Rule for lncoming Primq Mulii- Section Scheme Assignments CHAPTER 2 SCHEME CONSTRUCTION AND MAN- 3 17 Assignments to Probationary Employees AGEMENT 3 18 Scheme Assignment Review 319 Relieving Employm of Scheme Assign- 2 10 Scheme Construction ments 21 1 State Schemes 320 Use of Non-Scheme -ed Employees 2 12 Incoming Pmary Schemes; MultiSection 321 Overtime Combined Incoming haryand Second- 322 Regular Use of Non-Schems Qualified Em- ary Schemes ployees 21 3 Incoming Secondary Schemes 220 Scheine Arrangement 221 Complete Distribution in One Handling 222 Primary Schemes 223 Secondary Schemes CHAPTER 4 SCHEME TRAINING 224 Box Section Mail 225 Special Scheme Airangements 41 0 Schemes for Assigned and Bid Positions 230 Scheme Changes 41 1 Assigned Schemes 23 1 Implementation 412 Bids 232 Cost 420 Training Phitosophy 233 Potential ltems 421 Organization 240 Relationship of Pnmary Machine Distribution to 422 Control of Training Materials Schemes 423 Training at Facilities Not Housing a PEDC 241 General 430 Training Approach 242 Extreme Volumes of Uncoded and 431 Orientation coded Mail 431.1 Genenl 243 SPLSM 431 2 Specific Orientation Information 244 Other Mechanization 432 Training Guidelines 250 Copies of Reference Schema 432.1 Study Time 260 ZIP Code Distribution and Dispatch Instructions 4322 Training Area 261 ZIP Code Distribution 4323 Length and Scheduling of Training 262 Dispatch Instructions !kssioLls 270 Local Scheme Committee 432.4 Scheduling Completion of Training 271 Establishment 432 5 barning Sequence 272 Purpose 432.6 Assistance 273 Selection of Members 432 -7 Monitoring Performance 274 Frequency of Meetings and Agenda 432.8 Records 275 Guidelines 4329 Machine Application of Schemes August, 1980 434 Schemes: Construction, Assignment, Training, and Proficiencv 433 Productive Manual Scheme Distribution 525 MPLSM Operator Checks 433.1 Use 526 i3ypassing Spot-Checks 4332 Time 527 Sample Size 433.3 Monitoring Performance 528 Proficiency Check Failure 4 34 Scheme Qualification 529 Second Check 434 .I General 530 Scheduled Case Re-Examination 4342 Failure to Qualify 531 Notification 435 Scheme Changes 532 Productive Distribution 435 .I Learning Changes 533 Conducting the Re-Examination 4352 Records 5-34 Examiner Responsibility 435 5 Productive Distribution 535 Case Re-Examinaticn Failure 435.4 Visual Aids 540 Completion of Form 3974. Verification of Distri- 435 5 Formal Scheme Change Training Re- bution Perjonned quirements, Machme Distribution 541 General InstrucUons 436 Memory Items-Manual Operations 542 Items I through 5 543 ltem 6, Verification 544 Item 7, Second Proficiency Checks 545 item 8, Distribution Record for 30-Day CHAPTER 5 MAINTENANCE OF SCHEME DISTRI- Case Re-Examination BUTION PROFICIENCY 546 Item 9, Scheduled Case Re-Examination Results 5 1 0 Employees Affected and Method 550 Common and Recurring Erron in Distribution 5 1A Emp!oyees Affected 55 1 Reporting Methods 512 Method 552 Vsc of Data 520 Monitoring Scheme ProSciency 553 Proper Use of Form 1639 521 Responsibili t)- 554 Proper Use of Form 1617 522 More Than One Schenle or Sdleme Section 560 Accountability for Scheme Changes 523 Assistance for Supervisors 561 Formal Scheme Training 523 Supervisor Requirements 562 Productive Distribution August, 1980 Schemes: Construction, Assignment; Training, and Proficiency tn CHAPTER 1 INTRODUCTION AND DEFINITIONS 110 INTRODUCTION several zones providing the mail is normally worked con~mingled,on a single case. The following policies and procedures govern the consiruction and management of schemes; the assign- ment of scheme responsibilities; scheme training; and 124 SCHEME ITEM the verification of or.-the-job prcfidency throughcut A "scheme item" csnsists of 2 single set of address and tile postal system. routing u~fomtiot.In the following -example. Adair Street contains five carrier splits. This constitutes five scheme items. 120 DEFINITIONS item 1 20 - 60 Adair S:ree? Carrier 12 Item 2 61 - 130 Adair Street Carrier 15 121 REFERENCE SCHEME Item 3 13 1 - 210 Adair Street Carrier 14 A "reference scheme" is an officially published list of Item 4 2 11 - 240 Adzir Street Camer 12 all elements of addres: and their distribution - those Item 5 24 1 - OUT Adair Street Camer 15 that must be learned and those that may be looked up - in a systematic plan to guide mail to iis destination, 125 MEMORY ITEMS foi a specific operatior! (i.e.. irlcorning secondary, "Memory items" arc items, 95' or less, which musr be etc.). memorized in cocjunctior. with non-scheme dhtribu- tioas. (Any items included with scheme distributmns that would be "memcry items" if part of non-schemz 122 SCHEME distributions WG be treated as "scheme items'' f01 purposes A "scheme" is that part of a reicrmce scheme that of the training provisions and the Iimitatior. management require; tc be barned by employees on the number of item aliowed for a scheme or whose algned duties require scheme qualification hy scheme section set out helow.) examination. "Schemes" consist of 100 items or more. Ninety-nine or fewei items are "memory items." 126 CODED MAIL "Coded mail" is that mail which contains the correct 123 SCHEME SECTIONS ZIP Code. X "s&.eme" may be divided into "s=heme sections." 127 UNCODED AND MISCODED MA1L "Schemc sections" may he group: of scheme items witb?i? a "schem:" identified far learning or mail "Uncc&d and miscoded mad" is either that mail processing purposes. A scheme sectior~may consist of without a ZIP Code or with an incorrect ZIP Code. August, 1980 Schemes: Construction, Assigment, Training, and Proficiency 212 CHAPTER 2 SCHEME CONSTRUCTION AND MANAGEMENT 210 SCHEME CONSTRUCTION except at special concentration centers for state un- coded mail as designated by the Regional General Manager, Logistics Division. 211 STATE SCHEMES Each state scheme should be reviewed no less than once every three years. The state scheme is to be 212 INCOMING PRIMARY SCHEMES; MULTI- constructed by the following steps: SECTION COMBINED INCOMING PRIMARY AND SECONDARY SCHEMES a. A density test on uncoded and rniscoded state Incoming primary schemes should be reviewed every mail only wiil be conaucted to arrange the cities in one or two years or whenever a significant change descendiiig order of density. occurs (e.g., increase in population, change in mil volume, etc.). Incoming primary schemes will be b. A total uncoded/miscoded sample size of at least constructed on the volumes obtained from the un- 10 times the number of items in a state reference coded and miscoded separations. The scheme is to be scheme gathered over a period of at least 5 consecutive constructed by the following steps: weekdays, will be used to determine density. a. A density test must be conducted to arrange the c. Separations for all SCFs within the state will be streets and buildings in descending order of volume. on the state case. b. A total uncoded and miscoded sample size of at d. The remaining separa?ions on the case will be least seven times the number of streets, building and assignsd to the hghest density dnect cities (3-digit or firm directs, selected over a period of at least five 5-digit) in descending density order. consecutive workdays, will be used to determine density. The proportion of the sample taken each day should be representative of the relative volume of e. The scheme will be mde up of the highest density uncoded and miscoded city mail normally processed on remaining cities which cannot be finalized into the that day of the week. direct city and SCF separations on the case. For this purpose all SCF cities are considered to be finalized, c. Identify all the scheme item required to fhe either to a separate city holdout, when warranted by each street, building or firm. The highest density street; density, or to the SCF holdout, and will not be items building or fm, including all its required items, will in the scheme. become the first group of items in the scheme or in the "An secuon of the scheme. As an example, if the f. Low density cities should not appear in the state heaviest volume street requires ten items to finalize, scheme. As a guideline, the assigned state scheme these items would constitute the first ten items of the should be made up of the cities representing 50% of scheme. The second heaviest volume street might the wlurne by density not fmlized as per d. and e. require eight items, and these items would consitute above.
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