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10 Critical Questions for Your Next Print and Mail RFP

Mar. 07, 2024
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When you are searching for a new print and mail service provider, many purchasing departments like to rely on issuing a Request for Information (RFI) or Request for Proposal (RFP). However, if that department is purchasing everything from paper towels to heavy machinery using the same process, they may not know the key questions to ask to find the best printers to work with.

Here are 10 critical questions you should ask before signing on with a new print and mail provider:

1. What services do you offer in house and which are outsourced?

Before you start searching for suppliers, it's important to take a comprehensive look at all the print and mail services you might need across your company. Does your company participate in conferences? Then you might want a printer that can provide brochure collateral, a tradeshow booth, swag items to give away, signage and direct mail campaigns to conference attendees. Not all printers can do all of these things.

Also if a printer only has the equipment and capabilities to do some things in house and other items are outsourced, it means your print projects will take longer to complete as the project has to be shipped out to a partner for finishing or mailing which can add a day or two to the turnaround time.

Here's a list of services to start from, choose those that are most important to you and add them to a checklist in your RFP:

  • Web Printing
  • Sheetfed Printing
  • Digital Printing
  • Variable Data Processing
  • Finishing (folding, die cutting, gluing)
  • Large format printing (displays and signage)
  • Creative Graphic Design
  • Direct Mail
  • Inventory and Fulfillment
  • Promotional Products
  • Digital Ordering Portals

2. Do you require a contract for print and mail services?

Some direct marketing firms specializing in mail campaigns lock their clients into multi-year contracts. If you are unhappy with their services, your hands may be tied when you want to look for new providers. A print and mail service provider should be able to keep their customers based on the quality of their services, not because of a legal document.

3. Address the financial stability of your organization.

In this time of COVID and in other times of recession, it's a good idea to know the financial state of your trusted vendor partners. How long has the company been in business? What is their annual revenue, and are they profitable?

4. What are the monthly volumes for your largest and average customers?

If you're a corporate enterprise company who's millions or billions of revenue depend on your marketing campaigns, selecting a print provider that mostly services small or medium-sized businesses will not be a good fit. Make sure any suppliers you are considering have the staff, capacity and experience to serve multiple clients of your same size.

5. Describe the security of your operations for handling our customer data.

If your business deals with regulated business information like transaction data, telecommunications data, or patient health information, security of your data in the hands of your partners is key. Ask for examples of security policies and protocols in place.

6. Describe the unique or creative ways you provide value to your clients that set you apart from your competition.

The best printers and mailhouses are about more than putting ink on paper and postage on envelopes. Your vendor should be a partner that offers consultative advice and ideas to move your business forward.

For example, at Suttle-Straus we offer blog articles like this one for advice, Pinterest inspiration boards for sharing print ideas, free webinars and Brunch and Learn live events, a fully-stocked sample room, and more to help our clients design winning marketing campaigns.

7. What is your disaster recovery plan?

You need to know how your company will be supported in the case of a service interruption. This can come in the form of a natural disaster like hurricanes, flooding, tornadoes and fires, or it could be the result of civil unrest or government-forced shutdowns like what happened with recent stay at home orders.

A quality print provider will have a comprehensive disaster recovery plan with redundancies in place to serve their customers in an emergency. Some belong to peer groups, with partners in different areas of the country who can pick up each other's work with ease.

8. What policies and procedures do you have in place for quality control?

Printing is a custom manufacturing process, so errors can occur. Experienced printing companies have quality control checklists in place so they can catch errors before they move along the printing and mailing processes. The best companies subscribe to lean methodologies and have a dedicated person or team in charge of process improvement. Ask to see some metrics on how they measure the quality of their work!

9. Do you have USPS Certified Mailpiece Design Professionals on staff?

There are a lot of rules when it comes to designing direct mail. If you don't have an expert on your own design team, it's smart to partner with a print and mail provider who has USPS certified professionals on staff that can advise you of the rules and help modify your designs so they pass inspection for the lowest postage rates possible.

10. Are you G7 certified in color matching?

Is color important to your brand integrity? If so, you'll want to seek out a G7 certified printer. Certification requires each piece of printing equipment in the building is calibrated to meet the same high color-matching standards. So if you're printing a large format sign, a small run of digitally-printed business cards and offset-printed brochures the color of your logo will match on all three.

Remember in the end that RFP responses still don't tell you everything you need to know about a potential print partner. You should meet the people you plan to work with to see if they are compatible with your team for a productive long-term relationship. Also, take a tour of their facilities if possible. Cleanliness and organization can tell you a lot about how a company is run.

Of course Suttle-Straus would love to be considered as a possible vendor partner for your next print and mail RFP, and we have answers to all the questions above. Contact us to get started.

Postcard Design Guidelines

Postcards will need to be the proper size and designed in a manner that adheres to USPS guidelines.

Size Requirements:

All postcards need to be a minimum of 3.5” high x 5” long and rectangular in shape.

To qualify for postcard First Class postage rates, your piece can be no larger than 4.25” high by 6” long, which makes our 4” x 6” postcards an ideal choice when you want to save on printing and qualify for discounted First Class postage.

To qualify for letter postage rates, all postcards must be no larger than 6.125" x 11.5.”

Postcards larger than 6.125” x 11.5” mail at flat rates, which is more expensive than letter rate postage. In order to save on postage, we recommend mailing cards that are smaller than this size.

Clear zones, mail panels, indicia, and return address placement:

The USPS requires certain clear zones be included in the design of all postcards in order to leave room for indicia, the recipient address area, and barcode placement.

While the Postal Service has created very technical (and complicated!) rules for these clear zones, there are some simple guidelines that will allow your design to adhere to these requirements:

On the back of your postcard, leave approximately a 1” blank square on the right hand side for indicia. We recommend allowing U.S. Press to place this indicia on the piece for you.

On the back of your postcard, leave a 3.75” long by 2.25” high clear zone (blank white space, no ink) in the bottom right hand corner. This is where we will address your pieces, as well as where USPS will place their barcode markings. We call this the mail panel.

If you plan on adding a return address to your postcards, then it should be placed above the mail panel. Most commonly, the return address is placed at the top of the card to the left hand side of the indicia. Postcards need a return address if a return service is requested (which is automatically included for First Class Mail and optional for Marketing / Standard Mail).

Brochure Design Guidelines

Like postcards, brochures and other folded pieces (called self-mailers) must adhere to specific USPS requirements. Brochures are processed the same way as postcards (the “length” is the longer two sides, “height” is the shorter two) and all addresses, postal indicia, etc. must be applied accordingly.

Size requirements:

Brochures or other folded pieces must be rectangular in shape.

To qualify for letter rates, they must be a minimum of 3.5” high but no larger than 6” high when folded. They must be a minimum of 5” long but no larger than 10.5” long when folded.

Brochures larger than these requirements are subject to surcharge fees.

Clear zones, mail panels, indicia, and return address placement:

USPS requires certain clear zones be included in the design of all brochures in order to leave room for indicia, the recipient address area, and barcode placement.

Here are some simple guidelines that will allow your brochure design to adhere to these requirements:

On the back middle panel of your brochure, leave approximately a 1” blank square on the right hand side for indicia. We recommend allowing U.S. Press to place this indicia on the piece for you.

On the back middle panel of your brochure, leave a 3.75” long by 2.25” high clear zone (blank white space, no ink) in the bottom right hand corner. This is where we will address your pieces, as well as where USPS will place their barcode markings. We call this the mail panel.

If you plan on adding a return address to your brochures, then it should be placed above the mail panel.

USPS require wafer seals (tabs) to be added to your folded mailers in order to seal them. Folded pieces without binding/stitching will have two tabs placed on the open side (top) of your mail piece. U.S. Press will apply these tabs for you when you utilize our mail services.

Booklet/Catalog Design Guidelines

Booklets and catalogs must also adhere to specific USPS requirements.

Size requirements:

All booklets and catalogs must be rectangular in shape.

To qualify for letter rates, they must a minimum of 3.5” high but no larger than 6” high. They must be a minimum of 5” long but no larger than 10.5” long.

Booklets larger than these dimensions are subject to flat rate postage.

Clear zones, mail panels, indicia, and return address placement:

USPS requires certain clear zones be included in the design of all booklets and catalogs in order to leave room for indicia, the recipient address area, and barcode placement.

Here are some simple guidelines that will allow your booklet design to adhere to these requirements:

On the back page of your booklet, leave approximately a 1” blank square on the right hand side for indicia. We recommend allowing U.S. Press to place this indicia on the piece for you.

Leave a clear zone (blank white space, no ink) that measures 3.75” wide by 2.25” tall. This area must be on the top half of the booklet, front or back page, with the spine on the right. This is where we will address your pieces, as well as where USPS will place their barcode markings. We call this the mail panel.

If you plan on adding a return address to your booklets, then it should be placed above the mail panel.

USPS require wafer seals (tabs) to be added to your booklets and catalogs in order to seal them. U.S. Press will apply these tabs for you when you utilize our mail services.

Processing of Mail Lists

Before your mailing is addressed, U.S. Press will run your mail list(s) through specialized USPS-approved software that checks each and every address for accuracy and validity to ensure proper mail delivery. In addition, your database will be cross-checked against the National Change of Address (NCOA) database.

Payment of Postage

In all cases, postage must be paid in advance of mailing. U.S. Press requires payment of postage at least three days in advance of the mail date. Your U.S. Press representative will provide complete details for payment of postage to insure timely mailing of your project.

10 Critical Questions for Your Next Print and Mail RFP

Mailing Guidelines 101: Understanding USPS Regulations

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