NonProfit_Content

Slide 1:
United States Postal Service Logo in the far left top corner.
Has the heading: Nonprofit Standard Mail Content Requirements
The words included are:
Presented by: <insert name here>
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Welcome to “Nonprofit Standard Mail – Content Requirements.”
End of Slide 1.



Slide 2:
United States Postal Service Logo in the far left top corner.
Has the heading: What This Session Will Cover
The words included are:
(bullet)This session focuses on content rules for Nonprofit Standard Mail (nonprofit mail)
Image Information:
Image of a cloud with the words 'What material is (or is not) okay to mail at nonprofit rates?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
This presentation focuses on content standards for nonprofit mail – what material is (or isn’t) eligible to be mailed at nonprofit rates.
End of Slide 2.



Slide 3:
United States Postal Service Logo in the far left top corner.
Has the heading: Agenda
The words included are:
(bullet)Seminar
(bullet)Background/basic standards for nonprofit mail
(bullet)Cooperative mailings (including special provisions related to fund raisers)
(bullet)Travel, insurance, and financial instruments (credit, debit, and charge cards) advertising prohibitions/restrictions
(bullet)“Substantially related” advertising standards
(bullet)Mailings by voter registration officials
(bullet)Questions and Answers
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
We will discuss:
(bullet)The background and basic standards for nonprofit mail.
(bullet)Cooperative mail, including special provisions regarding fundraisers.
(bullet)Prohibitions and restrictions related to advertising for financial instruments, insurance, and travel arrangements.
(bullet)“Substantially related” rules.
(bullet)Mailings entered by voter registration officials.
After the presentation, we will have questions and answers.
End of Slide 3.



Slide 4:
United States Postal Service Logo in the far left top corner.
Has the heading: Background
The words included are:
(bullet)Nonprofit mail standards are based on Federal laws (statutes)
Image Information:
Image of a cloud with the words 'Why are there so many rules for mailing at nonprofit rates?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Nonprofit rates are based on Federal laws (statutes).
Title 39 of the Code of Federal Regulations and the Domestic Mail Classification Schedule (the DMCS) provide the foundation upon which the Domestic Mail Manual (DMM) requirements for mailing at these special rates are based.
End of Slide 4.



Slide 5:
United States Postal Service Logo in the far left top corner.
Has the heading: Basic Standards
The words included are:
(bullet)Domestic Mail Manual (DMM®) provides Mailing Standards of the United States Postal Service for all classes of mail
(bullet)DMM 703.1.0 provides requirements for Nonprofit Standard Mail
(bullet)View the DMM online at Postal Explorer® at http://pe.usps.com
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
The Postal Service provides the detailed mailing standards for all classes of mail, including nonprofit mail, in the Domestic Mail Manual (the DMM).
Standards for nonprofit mail are in section 703.1.0 of the DMM, which you can view online at pe.usps.com. (The complete URL is http://pe.usps.com – there’s no “www.”)
In addition to the DMM, on Postal Explorer you will find links to other useful information, for example:
A Guide to Mailing for Businesses and Organizations (DMM 200), which includes “Mailing for Nonprofit Organizations”
“Quick Service Guides” that provide summaries of price, preparation, and formatting standards for USPS service options
Pub 417, Nonprofit Standard Mail Eligibility—and more!
End of Slide 5.



Slide 6:
United States Postal Service Logo in the far left top corner.
Has the heading: Basic Standards
The words included are:
(bullet)Customer Support Rulings (CSRs) clarify rules and provide examples
(bullet)There are many CSRs specifically related to nonprofit mail
(bullet)View CSRs online at http://pe.usps.com
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Customer Support Rulings (CSRs) provide examples and help to clarify the rules. Many of the CSRs pertain to nonprofit mail. You can view all of the CSRs online at Postal Explorer.
For example, to find a CSR related to travel:
Go to Postal Explorer at pe.usps.com.
Check the box to search “Customer Support Rulings.”
Type “travel” in the search box.
Click Search.
A list nonprofit / travel-related CSRs will appear.  You should locate CSRs PS-305, 298, and 299, all of which speak to the issue of restricted travel arrangements in nonprofit mail.
End of Slide 6.



Slide 7:
United States Postal Service Logo in the far left top corner.
Has the heading: Material Must Be Standard Mail
The words included are:
(bullet)First-Class Mail matter is not mailable at nonprofit rates
Image Information:
Image of a cloud with the words 'What are other content rules for mailing at nonprofit rates?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
The first rule for nonprofit mail is that the material must meet the requirements for Standard Mail – it can’t be First-Class Mail. 
Always check first to see if mailpieces contain information that require postage to be paid at the First-Class Mail rates.  For example, handwritten or typewritten matter, or bills and statements of account, are required to be mailed as First-Class Mail.
End of Slide 7.



Slide 8:
United States Postal Service Logo in the far left top corner.
Has the heading: Organization’s Own Material 
The words included are:
(bullet)An organization authorized to mail at nonprofit rates
(bullet)May mail only its own material at nonprofit rates
(bullet)May not delegate or lend use of its nonprofit authorization to any other person or organization
DMM 703.1.6
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
An organization authorized to mail at nonprofit rates may mail only its own material at nonprofit rates.
Also, the authorized organization may not delegate or lend the use of its authorization to any other person or organization.
For example:
(bullet)An authorized school allows an unauthorized parents’ group to mail the group’s newsletter using the school’s nonprofit authorization.
(bullet)The newsletter belongs to the parents’ group – it is not the authorized nonprofit organization’s material.
(bullet)Therefore, the newsletter may not be mailed at nonprofit rates, but would be mailable at Regular Standard Mail rates.
End of Slide 8.



Slide 9:
United States Postal Service Logo in the far left top corner.
Has the heading: Cooperative Mailings
The words included are:
(bullet)A cooperative mailing occurs when an authorized organization cooperates with one or more organizations to share the costs, risks, or benefits of the mailing
(bullet)Two (or more) organizations may enter an eligible cooperative mailing at nonprofit rates if each of the parties is authorized to mail at nonprofit rates at the entry office
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Mailpieces that are an ineligible cooperative mailing may not be mailed at nonprofit rates.
The term, “cooperative mailing,” refers to a mailing by an authorized organization that works together—cooperates—with one or more organizations (or individuals) to share the costs, risks, and/or benefits of the mailing.
Two or more organizations may enter a cooperative mailing at nonprofit rates, only if each party is authorized to mail at nonprofit rates at the office where the mailing is deposited.
Sometimes, all the parties to a mailing may have nonprofit authorization somewhere, but not all of them at the planned entry office. 
In that case, the Nonprofit Service Center (at the PCSC in New York) may be able to provide an expedited additional office authorization, so the mailing can be entered at the nonprofit rates.
End of Slide 9.



Slide 10:
United States Postal Service Logo in the far left top corner.
Has the heading: Cooperative Mailings
The words included are:
(bullet)An ineligible cooperative mailing occurs when not all of the cooperating parties are authorized to mail at nonprofit rates at the entry office
(bullet)Postage for ineligible cooperative mailings must be paid at Regular Standard Mail rates
DMM 703.1.6.3
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
An ineligible cooperative mailing occurs when not all of the parties to the mailing are authorized to mail at nonprofit rates at the entry office.
For example:
(bullet)An authorized nonprofit museum and an unauthorized artist put together a mailpiece
promoting an exhibit and sale of the artist’s work. The artist will receive a portion of the
proceeds of the sale.
(bullet)Both parties share the risks and benefits of the mailing, but one of them (the artist) is not authorized nonprofit rates.
(bullet)The resulting ineligible cooperative mailing may not be mailed at nonprofit rates, but would be mailable at Regular Standard Mail rates.
End of Slide 10.



Slide 11:
United States Postal Service Logo in the far left top corner.
Has the heading: Cooperative Mailings
The words included are:
(bullet)To decide if a mailing is cooperative, we must determine the relationship between all participating parties.
CSR PS-209
Image Information:
Image of a cloud with the words 'Who devised, designed, prepared, and paid for the mailpiece?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
When a mailing appears to be an ineligible cooperative mailing, an examination of the mailpiece alone may not be sufficient to decide the matter.
Instead, the Postal Service may ask the mailer questions and review documents related to the mailing in order to clarify the relationship between all of the participating parties.
CSR PS-209, “Cooperative Mailings, provides a list of factors we may considerer in determining whether a mailing is cooperative.
For example, a few such factors include:
Who designed, prepared, and paid for the mailpiece?
Who is paying the postage for the mailing?
What is the intent and interests of the parties?
End of Slide 11.



Slide 12:
United States Postal Service Logo in the far left top corner.
Has the heading: Exception For Fundraisers
The words included are:
(bullet)Some fundraising mailings are exempt from the cooperative mail rule
(bullet)Limited to solicitations for monetary donations
Not for fundraising events
(bullet)For-profit fundraising company must provide nonprofit organization with a list of donors and contact information
(bullet)Nonprofit organization may waive right to receive list
DMM 703.1.6.3
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Postal standards exempt certain fundraising mail from the cooperative mail rule. The standards apply to solicitations for monetary donations – not to announcements or advertising for fundraising events.
For example:
(bullet)An authorized nonprofit organization contracts with a for-profit, fundraising company to
plan, produce, and mail a letter soliciting donations to the nonprofit organization, and to coordinate receipt of any resulting donations.
(bullet)The mailing would be eligible for nonprofit rates.
The revised standards require the for-profit fundraising company to provide the nonprofit organization with a list of donors and contact information. 
However, the rules also allow that the nonprofit may waive the right to receive such a list.
End of Slide 12.



Slide 13:
United States Postal Service Logo in the far left top corner.
Has the heading: Prohibited/Restricted Advertising
The words included are:
(bullet)Prohibited or restricted advertising may not be mailed at nonprofit rates
Image Information:
Image of a cloud with the words 'What’s “TIF”? What’s “TIC”?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Now, we’re going to talk about advertising restrictions – the so-called TIF or TIC rules.
End of Slide 13.



Slide 14:
United States Postal Service Logo in the far left top corner.
Has the heading: Prohibited/Restricted Advertising
The words included are:
(bullet)1990 statute prohibits or restricts mailing at nonprofit rates if material contains advertising for:
(bullet)Travel arrangements
(bullet)Commercial insurance
(bullet)Credit, debit, or charge cards or similar financial instruments or accounts
DMM 703.1.6.4
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
A 1990 statute prohibits or restricts mailing advertising for travel arrangements or commercial insurance at nonprofit rates.
The statute also prohibits nonprofit rates for mailing any advertising for credit, debit, or charge cards or similar financial instruments or accounts – for simplicity, we’ll refer to these as “credit cards” – if the items are provided by or through an arrangement with any person or organization not authorized the nonprofit rates.
End of Slide 14.



Slide 15:
United States Postal Service Logo in the far left top corner.
Has the heading: Prohibited/Restricted Advertising
The words included are:
(bullet)These advertising prohibitions and restrictions are commonly referred to as TIF – Travel, Insurance, Financial Instruments
(bullet)Sometimes called TIC (for credit) but we’re going to call it TIF
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
These advertising prohibitions or restrictions are commonly referred to as TIF – Travel, Insurance, Financial Instruments – or, sometimes, as TIC – for Travel, Insurance, Credit – but here we’ll call it TIF.
End of Slide 15.



Slide 16:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Travel
The words included are:
(bullet)Advertising for a travel arrangement may be mailed at nonprofit rates if 
(bullet)Organization promoting the arrangement is authorized nonprofit rates at entry office and
(bullet)Travel contributes substantially to one or more of the nonprofit organizations qualifying purposes
DMM 703.1.6.4c
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Advertising for a travel arrangement may be mailed at nonprofit rates if:
The organization promoting the arrangement is authorized nonprofit rates at entry office
and the travel contributes substantially to one or more of the purposes that constitute the
basis for the organization’s nonprofit authorization.
End of Slide 16.



Slide 17:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Travel
The words included are:
(bullet)A travel arrangement has three elements
(bullet)Transportation
(bullet)Destination
(bullet)Accommodations
CSR PS-298
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
I mentioned earlier several CSRs which can be found when searching the term “travel arrangement” in Postal Explorer.
Customer Support Ruling PS-298, “Travel Arrangements,” provides a good explanation about what constitutes a travel arrangement.
Basically, for postal purposes, a travel arrangement includes three elements: transportation, destination, and accommodations.
Thus, an advertisement limited to an airline fare discount is not considered a restricted travel advertisement but one for “transportation” only.
End of Slide 17.



Slide 18:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Travel
The words included are:
(bullet)Advertising for a day trip that doesn’t include accommodations may be mailed at nonprofit rates in a periodical publication
There is a box with these words inside it:
'Tour Old Town with Us!
TBD Transportation Services
Three two-hour tours depart City Centre at 10:00 and 12:00 and 2:00 every Thursday.'.
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Customer Support Ruling PS-298 discusses a mailpiece that contains advertising for an “Old Town Tour”—a day-trip that includes transportation (a bus) and a destination of sorts (“around town”), but does not include any accommodations. 
The advertised day-trip does not include all three elements for a travel arrangement.
Therefore, the mailpiece is eligible for mailing at the nonprofit rates unless other content regulations apply such as the “substantially related” rule, or the cooperative mail rule, discussed earlier.
Another Customer Support Ruling, PS-305, “Travel Arrangement – Recreational or Religious Event” gives an example of a substantially related travel arrangement – in this case, a “Gospel Cruise.”
Briefly: A cruise inherently has all three elements of a travel arrangement – transportation (the ship), destination (the ocean), and accommodations (again, the ship). 
However, the CSR explains that the advertisement of the religious organization’s “gospel cruise” qualified for mailing at nonprofit rates because a careful examination of the arrangement – including the detailed itinerary – showed that the purpose of the cruise was primarily religious.
End of Slide 18.



Slide 19:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Travel
The words included are:
(bullet)Business-card-style advertising for a travel agent – the agent’s name and address, phone number, email address, etc. – is advertising for a travel arrangement
There is a box with these words inside it:
'Travis Dargent
 “World’s best travel agent!”
 Email me if you want to go places
Travel@arrangements.com'.
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
By the way, the Postal Service would consider a business-card-style advertisement for a travel agent – showing the agent’s name and address, phone number email address, etc. – to be prohibited advertising for a travel arrangement.
Why?  Because a travel agent is in the business of selling travel arrangements.
However, if a travel agent ran an advertisement specifically about purchasing airline tickets, that would not be prohibited at nonprofit rates, because the advertisement wouldn’t have all three elements for a travel arrangement.
End of Slide 19.



Slide 20:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Insurance
The words included are:
(bullet)Advertising for insurance may be mailable at nonprofit rates if:
(bullet)Organization promoting insurance is authorized nonprofit rates at entry office
(bullet)Policy is designed for and primarily promoted to organization’s members, donors, supporters, beneficiaries [members]
(bullet)Coverage is not generally commercially available
DMM 703.1.6.4b & 1.6.5
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Advertising for insurance may be mailed at nonprofit rates if:
The organization promoting the insurance is authorized nonprofit rates at the entry office
AND
The policy is designed for and primarily promoted to organization’s members, donors,
supporters, or beneficiaries – for simplicity, let’s call these “members” 
AND
The coverage is not generally commercially available.
End of Slide 20.



Slide 21:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Insurance
The words included are:
(bullet)Standards clarify that insurance is not considered “generally commercially available” if: 
(bullet)Coverage is provided by the nonprofit organization (i.e., the nonprofit organization is the insurer, or…)
DMM 703.1.6.5c(1)
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
We will not consider insurance to be “generally commercially available” if the coverage is provided by the nonprofit organization itself – in other words, the nonprofit organization itself is the insurer – OR…
End of Slide 21.



Slide 22:
United States Postal Service Logo in the far left top corner.
Has the heading: Restricted Advertising: Insurance
The words included are:
(bullet)Coverage not “generally commercially available” if a nonprofit organization provides or promotes coverage to its members [etc.] so that members may make tax-deductible donations to the nonprofit organization of their proportional shares of any income in excess of costs the nonprofit organization receives from purchase of the coverage by its members.
DMM 703.1.6.5c(2)
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
We will not consider insurance to be “generally commercially available” if the coverage is provided or promoted by a nonprofit organization to its members in such a way that the members may make tax-deductible donations to the nonprofit organization of their proportional shares of any income in excess of costs the nonprofit organization receives from the purchase of the coverage by its members.
If you believe your material may qualify for mailing at nonprofit rates under these revised standards, you should discuss the matter with Mailing Requirements staff at the local Business Mail Entry Unit or with Specialists at the Pricing and Classification Service Center (the PCSC).
End of Slide 22.



Slide 23:
United States Postal Service Logo in the far left top corner.
Has the heading: Prohibited Advertising: Financial
The words included are:
(bullet)No exceptions to advertising prohibitions for credit, debit, charge cards (etc.)
(bullet)However, advertising for banking services other than prohibited credit cards (etc.) IS okay at nonprofit rates in material that meets content requirements for a Periodicals publication.
DMM 703.1.6.4a
There is a box with these words inside it:
'Open your new Savings Account at ABC Bank today!'.
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
There are no exceptions to the advertising prohibitions for credit, debit, and charge cards and similar items.
However, I should clarify that advertising for a bank’s other services – an ad that doesn’t mention prohibited credit cards, etc. – may be mailed at nonprofit rates so long as other content restrictions do not apply such as the “substantially related” rule, or the cooperative mail rule.
For example, a mailpiece to be sent at nonprofit rates could contain an advertisement for a bank’s  “Free Checking Account” or “Great Mortgage Rates!” and not be considered a prohibited advertisement for a “financial instrument.”
End of Slide 23.



Slide 24:
United States Postal Service Logo in the far left top corner.
Has the heading: Substantially Related
The words included are:
(bullet)Advertising for products or services (other than TIF) mailable at nonprofit rates if . . .
(bullet)Sale of the product or providing of the service is substantially related to the exercise or performance of a purpose the organization used to qualify for the nonprofit rates or
(bullet)Unrelated advertising is in a periodical publication
DMM 703.1.6.4d & 1.1.6
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Advertising for products or services (other than TIF) may only be mailed at nonprofit rates if:
The sale of the product or the providing of the service is substantially related to the
exercise or performance of a purpose the organization used to qualify for the nonprofit rates 
OR
Any un-substantially related advertising appears in material meeting the content requirements of a periodical publication.
End of Slide 24.



Slide 25:
United States Postal Service Logo in the far left top corner.
Has the heading: Advertising In A Periodicals Pub
The words included are:
(bullet)A periodical publication must
(bullet)Have a title
(bullet)Be formed of printed sheets
(bullet)Have at least 25% non-advertising in each issue
There is a box with these words inside it:
'Holistic Hospital Health News
June 22, 2005. Vol. 1 Issue 1. Holistic Hospital Health News is published once a year by Holistic Hospital, 1 Heart Pl., Healdsburg,'.
DMM 703.1.6.8
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
For nonprofit purposes, material meeting the content requirements of a Periodicals publication must:
(bullet)Have a title
(bullet)Be formed of printed sheets
(bullet)Contain at least 25% non-advertising in each issue
End of Slide 25.



Slide 26:
United States Postal Service Logo in the far left top corner.
Has the heading: Advertising In A Periodicals Pub
The words included are:
(bullet)A periodical publication also must have
(bullet)ID statement on one of first 5 pages
(bullet)Title
(bullet)Issue date and issue number
(bullet)Frequency
(bullet)Name and address of authorized organization
There is a box with these words inside it:
'Holistic Hospital Health News
June 22, 2005. Vol. 1 Issue 1. Holistic Hospital Health News is published once a year by Holistic Hospital, 1 Heart Pl., Healdsburg,'.
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
A nonprofit, periodical publication also must:
Have an identification statement on one of the first 5 pages.
The ID statement must show:
(bullet)The title
(bullet)The issue and and issue number
(bullet)The frequency of issuance
(bullet)The name and address of authorized nonprofit organization
(bullet)An ISSN and/or subscription price, if applicable
Unlike a Periodicals-class publication, which must be published at least four times a year, a nonprofit, periodical-style publication may have a stated frequency of “once a year” or even “irregularly.”
It is important to note that even a periodical-style mailpiece is not mailable at nonprofit rates if it is an ineligible cooperative mailing or contains TIF.
End of Slide 26.



Slide 27:
United States Postal Service Logo in the far left top corner.
Has the heading: Mailer’s Certification
The words included are:
(bullet)Mailers certify that advertised products and services are substantially related by signing the postage statement.
Image Information:
Small snapshot of a 'certification' form with the mailers signature information circled.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
If the mailpiece is not a periodical-style publication, then any advertised products or services must be “substantially related.”
The “substantially related” rule has not changed or gone away. 
However, the Postal Service relies on the mailer’s sworn statement – the certification signed on the postage statement submitted with the mailing – that the material is “substantially related.”  If the mailer makes such a certification the Postal Service will not normally challenge the mailers sworn statement.
End of Slide 27.



Slide 28:
United States Postal Service Logo in the far left top corner.
Has the heading: Mailer’s Certification
The words included are:
(bullet)Certification also specifies (in part) that income derived from the sale of products or services advertised in the mailing is not subject to Unrelated Business Income Tax (UBIT).
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
The certification specifies, in part, that the “Income derived from the sale of products or services advertised in the mailing is not subject to the “Unrelated Business Income Tax” (UBIT).
The UBIT is a commercial tax on the sale of products or services under the rules of the Internal Revenue Service.  Nonprofit organizations that pay such tax on the sale of products or services may not claim that the products or services are substantially related for purposes of mailing advertisements for those products or services at nonprofit rates.
I encourage mailers to read through this certification to the mailer, so they will understand what they are signing.
End of Slide 28.



Slide 29:
United States Postal Service Logo in the far left top corner.
Has the heading: Mailer’s Certification
The words included are:
(bullet)Mailing accepted at nonprofit rates based on mailer’s certification, unless material is ineligible for other reasons
(bullet)Must be Standard Mail (not First-Class Mail)
(bullet)Must not be ineligible cooperative mailing
(bullet)Must not contain TIF
DMM 703.1.6.6f
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
As I said, the Postal Service will accept material for mailing at nonprofit rates based on the mailer’s certification.
However, even if the mailer signs the certification, the material will not be mailable at nonprofit rates if it is First-Class Mail matter, or an ineligible cooperative mailing, or if it contains TIF.
End of Slide 29.



Slide 30:
United States Postal Service Logo in the far left top corner.
Has the heading: Mailable Low-Cost Products
The words included are:
(bullet)Low-cost products are mailable at nonprofit rates
(bullet)Maximum value of a low-cost item is established each year by IRS
(bullet)2007 maximum “low-cost” value is $8.90
DMM 703.1.6.11a
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Authorized nonprofit organizations may mail low-cost products at nonprofit rates.
The maximum value of a low-cost item is established each year by the IRS.
For 2007, the maximum “low-cost” value is $8.90.
End of Slide 30.



Slide 31:
United States Postal Service Logo in the far left top corner.
Has the heading: Mailable Low-Cost Products
The words included are:
(bullet)Value is actual cost to authorized nonprofit organization
(bullet)Donated or contributed items do not have to meet definition of a low-cost item
(bullet)Organization’s publication that meets definition for a Periodicals publication mailable at nonprofit rates
DMM 703.1.6.11b & c
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
The “value” of an item is the actual cost to the authorized nonprofit organization.
Donated or contributed items do not have to meet definition of a low-cost item.
An organization’s publication that meets the definition for a Periodicals publication may be mailed at nonprofit rates (even though it may be for sale as a “product”).
End of Slide 31.



Slide 32:
United States Postal Service Logo in the far left top corner.
Has the heading: Voter Registration Officials
The words included are:
(bullet)1993 legislation extended nonprofit eligibility to state and local voting registration officials
Image Information:
Image of a cloud with the words 'What can voting registration officials mail at nonprofit rates?' inside it.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
1993 legislation extended nonprofit eligibility to state and local voting registration officials. 
Questions have arisen about what type of material voting registration officials may mail at nonprofit rates.
End of Slide 32.



Slide 33:
United States Postal Service Logo in the far left top corner.
Has the heading: Voter Registration Officials
The words included are:
(bullet)CSR PS-310 discusses what materials voting registration officials may mail at nonprofit rates
(bullet)Must meet same standards that apply for other authorized nonprofit mailers
(bullet)Must be Standard Mail
(bullet)Must not be ineligible cooperative mailing
(bullet)Must not contain TIF and
(bullet)The mailing must be required or authorized by the National Voter Registration Act of 1993
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Customer Support Ruling PS-310 clarifies what type of material voting registration officials may mail at nonprofit rates.
Voter Registration Officials’ mailings are subject to all of the same standards that apply to mail entered at nonprofit rates by other authorized mailers.
(bullet)The mailpieces must be Standard Mail;
(bullet)The mailing must not be an ineligible cooperative mailing;
(bullet)The mailpieces must not contain TIF and so on.
In addition, voting registration officials must certify that the mailing is required or authorized by the National Voter Registration Act of 1993.
End of Slide 33.



Slide 34:
United States Postal Service Logo in the far left top corner.
Has the heading: Voter Registration Officials
The words included are:
(bullet)Voting registration officials certify that the mailing complies with the Act by signing the postage statement
DMM 703.1.6.12 & 13
Image Information:
Small snapshot of a 'certification' form with the mailers signature information circled.
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Voting officials certify that the mailing complies with the Act by signing the postage statement.
If the mailer is authorized nonprofit rates and the material otherwise is eligible and the voting registration official has signed the certification on the postage statement, then the Postal Service will accept the mailing at the nonprofit rates.
End of Slide 34.



Slide 35:
United States Postal Service Logo in the far left top corner.
Has the heading: Questions?
The words included are:
Thanks for Attending!
Image Information:
PCC (Us Postal Service Postal Customer Council) Logo in far right corner.
End of Image information. 

Notes:
Thank you for your participation today.  
Does anybody have any questions?
End of Slide 35.