1 northeast area mailing industry focus group presentation 6/24/2014

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1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

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Page 1: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

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Northeast Area Mailing Industry Focus Group

Presentation

6/24/2014

Page 2: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

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Exigent Price Increase Ruling

PAG Items update

Standard Mail Eligibility

Nonprofit Standard Mail Eligibility

Exceptions

Permit Indicia Formats

Media Mail Eligibility

Agenda

Page 3: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Exigent Price Increase Ruling

Page 4: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Federal Appeals Court

Ruling Issued

Case is remanded back to the PRC

USPS will have to roll back temporary

4.3% price increase at some point

depending on decision from PRC

Appeals Court ruling added an estimated

1.4 billion additional revenue as part of

exigent

Exigent Price Increase

Page 5: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Outcome

Until we get a decision from PRC, we are

projecting that we may have to roll back

Exigent surcharge sometime in August

If we roll back, then we will have to put in

place again at a later time to cover the

estimated 1.4 billion that was added on by

Appeals Court

Exigent Price Increase

Page 6: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

PAG Items

PAG Items

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PAG Related Items

Marked Copies

Continued discussion of this issue at the June 11th Periodical Advisory Group (PAG).

Process still not defined / built. Inconsistency across industry on

submission (original vs additional entry) DMM standards to be reviewed with regard to

each edition (possibly change to most prominent issue)

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PAG Related Items

Marked Copies

USPS to work with original entry offices with minimal marked copy audit knowledge.

USPS and industry mutually agreed that the current requirement will remain in effect.

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PAG Related Items

Video / Audio / Electronic Inserts:

Background

PCSC has approved some of these at Periodicals prices but others as Ride-Along

Publishers requested a clarification of what crosses the line

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PAG Related Items

Video / Audio / Electronic Inserts:

Product Classification defined what types of video, audio, and electronic inserts will be eligible at Periodicals prices.

PCSC allows a minor portion of a printed page to be a non-printed sheet as part of a multi-layered advertisement.

Many of these video /audio units take the reader to an advertisement for a product and has the same effect / purpose as a product sample.

Drives more mail when the product is ordered

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PAG Related Items

Video / Audio / Electronic Inserts:

Electronic unit cannot weigh more than 3.3 oz. (limit in the Product Sample standard).

Rigidity of electronic may make the piece non-machinable.

If not eligible for Periodicals prices and rigid, and since a Ride-Along cannot change the processing category, it may make the unit a Standard Mail enclosure.

Page 12: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Standard Mail Eligibility

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Standard Mail Eligibility

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Standard Mail Eligibility

Handwritten or typewritten Bill Statement of Account Personal information

Ineligible Mailpieces

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Standard Mail Eligibility

Must have an advertisement for a product or service, or solicitation for a donation (for Nonprofit mailpieces)

Personal information must be directly related to the advertisement

The exclusive purpose of the personal information is to support the advertisement.

Mailpieces with Personal Information

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Standard Mail Eligibility

The advertisement for a product or service must be clear and not inferred

Avoid a dual purpose (if you are asking addressee to do something else with the personal information, it make’s it a dual purpose)

Mailpieces with Personal Information

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Standard Mail Eligibility

We look at the entire mailpiece including the outer envelope

We consider an account number an identifier and not personal unless it is brought into the mailpiece.

Determining Personal Information

Page 18: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Nonprofit Standard Mail Eligibility

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Nonprofit Standard Mail Eligibility

All matter mailed at Nonprofit Standard Mail prices must identify the authorized organization.

Name and return address of authorized organization must be either on the outside or in a prominent location.

Pseudonyms or bogus names If there is a return address the name and address

must be that of the authorized organization Organizations are allowed to have multiple addresses

(CSR – 124)

Identification of Nonprofit Organization

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Nonprofit Standard Mail Eligibility

An organizations own matter The postal Service does not provide rulings on substantially

related

Cannot lend or delegate its authorization to other persons or organizations (ex. cooperative mailing)

Cooperative mailing permitted when both organizations are authorized

Eligible Matter

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Nonprofit Standard Mail Eligibility

May contain general advertising if the content standards for Periodicals is met:

Title

Frequency

Issue date

May not contain T.I.F. advertisement

Eligible Matter

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Nonprofit Standard Mail Eligibility

TravelMust include transportation, accommodation and

destination to be considered a travel arrangement

Insurance

Financial (credit / debit card)

Ineligible Matter

Page 23: 1 Northeast Area Mailing Industry Focus Group Presentation 6/24/2014

Exception Requests

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Exception Process

The PCSC is the approval authority when mailers request exceptions to the mailing standards

We approve exceptions to markings, incorrect permit number, missing Periodicals ID Statement, etc., that do not effect price.

The PCSC is not authorized and cannot approve exceptions to price.

Exception Process

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Requests for Exception to Standards To the extent that postage prices, fees for mail services, and

basic mail classification and eligibility are prescribed by federal statute or the Domestic Mail Classification Schedule, the USPS is not authorized to waive or except the corresponding DMM standards.

Postmasters or managers at Post Offices, district or area offices, and other field facilities may not suspend or grant any waiver or exception to standards established by the USPS (e.g., regarding mail preparation) unless specifically authorized by the DMM.

Any mailer's request for an exception to DMM standards must be referred to the PCSC.

(DMM 607.1.3)

Exception Process

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Exception Process

The mailer must request the exception through the local BMEU, with the following:

Letter from the owner of the mail (not the mailing preparer or agent.Sample mailpiece, or a scan at the minimumThe BMEU will forward the request to the PCSC

Exception Process

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Exception Process

The BMEU will forward the letter from the mail owner, sample mailpiece (or scan) and the Exception Request form (internal form) to the PCSC.

Exception Request form provides necessary contact information, mailing location, class of mail, processing category, mail date, etc.

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Exception Requests

If your mail is at the acceptance unit and the PCSC is able to approve your

request, we will provide the local acceptance unit a verbal approval to release the mail pending our ruling

letter.

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Permit Indicia Formats

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Permit Indicia

Legible in a color that contrasts with the OE paper Must read in the same direction as the delivery

address Placed in the following four:

Upper right corner of mailpiece Upper right corner of address area Upper right area of an address label To the right of the address in an insert /window envelope

Cannot be placed below the delivery address

Permit Indicia Format

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Permit Indicia

No printing to the right or above the indicia Any decorative designs must be to the left with a

clear space to the indicia Box around the indicia may be omitted if the required

content is present Indicia must not resemble or imitate a postage meter

imprint, postage stamp or other postage payment method.

Permit Indicia Format

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Permit Indicia

Markings such as; “Urgent,” “Rush-Delivery,” “Time Sensitive,” must show the class of mail more prominently than other words in the indicia

Pieces may not include markings identical to or confusingly similar to USPS trademarks, or designs used by USPS to identify a class of mail.

Marking Expedited Handling on Permit Indicia Mail

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Media Mail Eligibility

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Media Mail

Background Media Mail (or “Book Rate”) designed in 1938 Flow of educational material Technology has changed Computer-readable media classification created in 1984

DMM 473.2.2i provides that computer-readable media containing prerecorded information and guides or scripts prepared solely for use with such media may be mailed at Media Mail prices.

Media Mail Eligibility

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Media Mail Contents Standards Books, supplements to book, 8 pages minimum,

no advertising 16 mm or narrower films Printed music Printed objective test materials and accessories Sound recordings, video recordings, player piano

rolls Playscripts and manuscripts Printed education reference charts Loose leaf pages and their binders / medical Computer readable media

Media Mail Eligibility

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CSR PS-334: Media Mail Prices Eligibility

Computer Readable-Media Video Games are ineligible

CD-ROM Diskettes Similar software

Regardless of playable system including computers

Media Mail Eligibility

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CSR PS-334: Media Mail Prices Eligibility

Computer Readable-Media Storage Devices are ineligible

Portable hard drives Thumb drives Flash drives Jump-drives USB drives

Media Mail Eligibility

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Questions?

Peter [email protected]