the nuts and bolts of periodicals dennis farley espn & chuck tricamo usps
Post on 16-Dec-2015
218 Views
Preview:
TRANSCRIPT
The Nuts and Bolts of Periodicals
The Nuts and Bolts of Periodicals
Dennis Farley ESPN
&Chuck Tricamo
USPS
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
Nuts and Bolts of PeriodicalsApplication 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
Nuts and Bolts of PeriodicalsApplication Process
Why a review?
Original authorization for Periodicals mailing privileges
Periodic reviews to prove continuing eligibility Change qualification category
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
Alternative to USPS Review
Certified Audit Bureaus
For General and Requester Periodicals Initial Applications Reentry Applications Periodic Reviews
Nuts and Bolts of Periodicals
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
Two Forms 3526
Requester publications – Form 3526-R
All other – Form 3526
Nuts and Bolts of Periodicals
Periodic Reviews
Nuts and Bolts of Periodicals
Ollie Overton, Owner September 14, 2005Ollie Overton, Owner September 14, 2005
October 12
6,4306,430 5,1285,128
14,954 15,083
1,963 1,482
16,917 16,565
57% 66%
Nuts and Bolts of Periodicals
General Publications
Subscriber List Exclude nonqualified recipients
Newsstand copies Other paid
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
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
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
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
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
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
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
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
Nuts and Bolts of Periodicals
What if I use Telemarketing/Internet?
Three methods: Audit Bureau Review Form 3845 Publisher Letter
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
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
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
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
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)
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
QUESTIONS?
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.
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
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.
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
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.
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
Nuts and Bolts of Periodicals
Dennis Farley ESPN
&
Chuck Tricamo USPS
Thank You!
top related