the nuts and bolts of periodicals dennis farley espn & chuck tricamo usps

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


Alternative to USPS Review

Certified Audit Bureaus

For General and Requester Periodicals Initial Applications Reentry Applications Periodic Reviews


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


Two Forms 3526

Requester publications – Form 3526-R

All other – Form 3526


Periodic Reviews


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%


General Publications

Subscriber List Exclude nonqualified recipients

Newsstand copies Other paid


Requester Publications

Run Separate Lists For: Hard Copy Requests with Signatures and Dates along with

paid subscriptions Telemarketing or Internet Requests


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


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


Ordered Subscriptions Not Yet Paid

Count as paid for up to two or three billing cycles or 90 days after order (Promise to Pays)


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


Subscription as Part of Membership

Be sure it is clear to the member that a specific amount is for the publication

Dues statement


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


Request as Part of Membership

Membership organizations may adopt a resolution specifying that each member receive a copy of each issue


What if I use Telemarketing/Internet?

Three methods: Audit Bureau Review Form 3845 Publisher Letter


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


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 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


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


QUESTIONS?


Question 1

True or False

A circulation review will encompass only the copies of a publication that are distributed by the mail.


Question 1

True or False

A circulation review will encompass only the copies of a publication that are distributed by the mail.

Answer - FALSE


Question 2

True or False

Once approved, a publisher no longer has to maintain the publication’s circulation records needed to prove eligibility.


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


Question 3

True or False A review of circulation is generally performed when

the paid or requested circulation is under 60 percent.


Question 3

True or False A review of circulation is generally performed when

the paid or requested circulation is under 60 percent.

Answer - TRUE


Dennis Farley ESPN

&

Chuck Tricamo USPS

Thank You!

the nuts and bolts of periodicals dennis farley espn & chuck tricamo usps

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