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The Nuts and Bolts of Periodicals Dennis Farley ESPN & Chuck Tricamo USPS.

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Presentation on theme: "The Nuts and Bolts of Periodicals Dennis Farley ESPN & Chuck Tricamo USPS."— Presentation transcript:

1

2 The Nuts and Bolts of Periodicals

3 Dennis Farley ESPN & Chuck Tricamo USPS

4 Nuts and Bolts of Periodicals Mail Classification Act enacted in 1879 established the classes of mail including Second Class Four basic elements to qualify:  Published in serial format  Established minimum frequency  Office of publication in United States  Formed up of printed sheets

5 Nuts and Bolts of Periodicals Application Process  Application process and associated fees  Authorization categories  Circulation and advertising restrictions  Contents and characteristics PAID PUBLICATIONS: More than 50% paid circulation and no more than 75% advertising in half the issues in a 12 month period REQUESTER: More than 50% either requested or paid and no more than 75% advertising in a single issue

6 Nuts and Bolts of Periodicals Application Process Why a review?  Original authorization for Periodicals mailing privileges  Periodic reviews to prove continuing eligibility  Change qualification category

7 Applying for Periodicals Authorization  Form 3500, Application for Periodicals Mailing Privileges  DM-204, Applying for Periodicals Mailing Privileges  Only available via the WEB at pe.usps.com Additional links: Additional Publications: DM-204 Nuts and Bolts of Periodicals

8 Alternative to USPS Review Certified Audit Bureaus  For General and Requester Periodicals  Initial Applications  Reentry Applications  Periodic Reviews Nuts and Bolts of Periodicals

9 Periodic Reviews  The USPS reviews Form 3526, Statement of Ownership Management and Circulation  Expect a review if paid or requested circulation is less than 60% of total circulation Nuts and Bolts of Periodicals

10 Two Forms 3526  Requester publications – Form 3526-R  All other – Form 3526 Nuts and Bolts of Periodicals

11 Periodic Reviews Nuts and Bolts of Periodicals Ollie Overton, Owner September 14, 2005 Ollie Overton, Owner September 14, 2005 October 12 6,4305,128 14,95415,083 1,9631,482 16,91716,565 57% 66%

12 Nuts and Bolts of Periodicals General Publications  Subscriber List  Exclude nonqualified recipients  Newsstand copies  Other paid

13 Nuts and Bolts of Periodicals Requester Publications  Run Separate Lists For:  Hard Copy Requests with Signatures and Dates along with paid subscriptions  Telemarketing or Internet Requests

14 Nuts and Bolts of Periodicals Other Records  Print order or invoice  Orders for subscriptions and/or requests  Records for “non-mail” sales (e.g., newsstand)  A record of disposition for returns  Vending machine records if any

15 Nuts and Bolts of Periodicals Other Records  Records of sample copies distributed through the mails or otherwise  Non distributed copies  Records of spoils, stored copies, copies for office use only, and destroyed or recycled copies

16 Other Records  Copies of receipts for cash, checks, etc.  Records of deposits  Records for credit card payments  Records of payments received through a third party Nuts and Bolts of Periodicals

17 Ordered Subscriptions Not Yet Paid  Count as paid for up to two or three billing cycles or 90 days after order (Promise to Pays) Nuts and Bolts of Periodicals

18 Membership Organizations  Membership application, dues payment, and membership renewal notices  Make sure they separate the amount paid for a subscription to the publication from other fees Nuts and Bolts of Periodicals

19 Subscription as Part of Membership  Be sure it is clear to the member that a specific amount is for the publication  Dues statement Nuts and Bolts of Periodicals Annual Membership Dues of $100 includes $10 for a one year subscription to Airline Pilots International

20 Resolved that a copy of “Carpenters USA” shall be sent to each member of the National Carpenters Association of America Nuts and Bolts of Periodicals Request as Part of Membership  Membership organizations may adopt a resolution specifying that each member receive a copy of each issue

21 Nuts and Bolts of Periodicals What if I use Telemarketing/Internet?  Three methods:  Audit Bureau Review  Form 3845  Publisher Letter

22 Nuts and Bolts of Periodicals How long will I have to wait for results?  The goal is to schedule reviews within 30 days of the receipt of an application at the Post Office  Reviews should take around 1-3 days  Applications are sent to the PCSC  Decision made within ten days after the eligibility review

23 Nuts and Bolts of Periodicals What if I fail the review?  You may have to re-file with a later issue  Pending money is not refunded  You have to prepare mail as either First-Class or Standard Mail OR  You may appeal the decision

24 How will the appeal work?  Appealed to Postal Service Headquarters through the PCSC  Evidence to refute the determination may allow the PCSC to reverse its decision  If not, Postal Service Headquarters may reverse or uphold the decision Nuts and Bolts of Periodicals

25 Nuts and Bolts of Periodical Appeal  You may file a petition for a hearing with an Administrative Law Judge  Must file within 15 days of receipt of the ruling  Must state the reasons why the publisher feels the ruling is incorrect

26 Nuts and Bolts of Periodicals Paying Postage While Pending  Postage must be paid through an advance deposit account at or before the time of mailing (CAPS not available while Pending)

27 New Launch Publications  Apply prior to meeting circulation standards  Publication’s circulation must be declared within 15 months  Must have a updated business plan  Pay applicable rates while pending  Receive all other benefits of Periodicals  Complete application on issue you think will qualify Nuts and Bolts of Periodicals

28 QUESTIONS?

29 Nuts and Bolts of Periodicals Question 1 True or False  A circulation review will encompass only the copies of a publication that are distributed by the mail.

30 Nuts and Bolts of Periodicals Question 1 True or False  A circulation review will encompass only the copies of a publication that are distributed by the mail. Answer - FALSE

31 Nuts and Bolts of Periodicals Question 2 True or False  Once approved, a publisher no longer has to maintain the publication’s circulation records needed to prove eligibility.

32 Nuts and Bolts of Periodicals Question 2 True or False  Once approved, a publisher no longer has to maintain the publication’s circulation records needed to prove eligibility. Answer - FALSE

33 Nuts and Bolts of Periodicals Question 3 True or False  A review of circulation is generally performed when the paid or requested circulation is under 60 percent.

34 Nuts and Bolts of Periodicals Question 3 True or False  A review of circulation is generally performed when the paid or requested circulation is under 60 percent. Answer - TRUE

35 Nuts and Bolts of Periodicals Dennis Farley ESPN & Chuck Tricamo USPS Thank You!


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