1.0 Nonprofit
Standard Mail
1.1
Basic Standards
1.1.1 Organization Eligibility
Only
organizations that meet the standards in
1.2, Qualified
Nonprofit Organizations, or
1.3, Qualified
Political Committees and State or Local Voting Registration
Officials, and that have received specific authorization
from the USPS may mail eligible matter at any Nonprofit Standard
Mail price, including Nonprofit Enhanced Carrier Route prices.
1.1.2 Authorization
Specific
authorization is required to mail at Nonprofit Standard Mail prices
and may be used at any Post Office with
PostalOne! access. Mailers are required to confirm
authorization at non-PostalOne! Post
Office locations before mailings will be accepted at Nonprofit
Standard Mail prices.
1.1.3 Discounts
Pieces
mailed at the Nonprofit Standard Mail prices must meet the standards
in
243,
343,
or
443
and the corresponding standards for any other discount or
price claimed.
1.2
Qualified Nonprofit Organizations
1.2.1 General
An
organization described in
1.2.3 through
1.2.10 may be authorized to mail
at the Nonprofit Standard Mail prices if it is not organized for
profit and none of its net income inures to the benefit of any
private stockholder or individual.
1.2.2 Primary Purpose
The
standard of primary purpose used in
the definitions in
1.2.3 through
1.2.10 requires that the
organization be both organized and operated for the primary purpose.
Organizations that incidentally engage in qualifying activities do
not meet the primary purpose test.
1.2.3 Religious
A
religious organization is a nonprofit
organization whose primary purpose is to:
a.
Conduct religious worship (e.g., churches, synagogues,
temples, or mosques);
b.
Support the religious activities of nonprofit organizations
whose primary purpose is to conduct religious worship; or
c.
Further the teaching of particular religious faiths or
tenets, including religious instruction and the dissemination of
religious information.
1.2.4 Educational
An
educational organization is a
nonprofit organization whose primary purpose is the instruction or
training of individuals for improving or developing their
capabilities or the instruction of the public on subjects beneficial
to the community. An organization may be educational even though it
advocates a particular position or viewpoint, as long as it presents
a sufficiently full and fair exposition of the pertinent facts to
permit the formation of an independent opinion or conclusion.
Conversely, an organization is not considered educational if its
principal function is the mere presentation of unsupported opinion.
These are examples of educational organizations:
a.
An organization (e.g., a primary or secondary school, a
college, or a professional or trade school) that has a regularly
scheduled curriculum, a regular faculty, and a regularly enrolled
body of students in attendance at a place where educational
activities are regularly carried on.
b.
An organization whose activities consist of presenting public
discussion groups, forums, panels, lectures, or similar programs,
including on radio or television.
c.
An organization that presents a course of instruction by
correspondence or through the use of television or radio.
d.
Museums, zoos, planetariums, symphony orchestras, and similar
organizations.
1.2.5 Scientific
A
scientific organization is a
nonprofit organization whose primary purpose is to conduct research
in the applied, pure, or natural sciences or to disseminate
technical information dealing with the applied, pure, or natural
sciences.
1.2.6 Philanthropic (Charitable)
A
philanthropic (charitable) organization
is a nonprofit organization organized and operated to benefit the
public. Examples include those that are organized to relieve the
poor, distressed, or underprivileged; to advance religion,
education, or science; to erect or maintain public buildings,
monuments, or works; to lessen the burdens of government; or to
promote social welfare for any of the above purposes or to lessen
neighborhood tensions, eliminate prejudice and discrimination,
defend human and civil rights secured by law, or combat community
deterioration and juvenile delinquency. That an organization
organized and operated to relieve indigent persons may receive
voluntary contributions from those persons does not necessarily make
it ineligible for Nonprofit Standard Mail prices as a philanthropic
organization. That an organization, in carrying out its primary
purpose, advocates social or civic changes or presents ideas on
controversial issues to influence public opinion and sentiment to
accept its views, does not necessarily make it ineligible for
Nonprofit Standard Mail prices as a philanthropic organization.
1.2.7 Agricultural
An
agricultural organization is a
nonprofit organization whose primary purpose is the betterment of
the conditions of those engaged in agricultural pursuits, the
improvement of the grade of their products, and the development of a
higher degree of efficiency in agriculture; or the collection and
dissemination of information or materials about agriculture. The
organization may further and advance agricultural interests through
educational activities; by holding agricultural fairs; by collecting
and disseminating information about cultivation of the soil and its
fruits or the harvesting of marine resources; by rearing, feeding,
and managing livestock, poultry, bees, etc.; or by other activities
related to agricultural interests.
1.2.8 Labor
A
labor organization is a
nonprofit organization whose primary purpose is the betterment of
the conditions of workers. Labor organizations include, but are not
limited to, organizations in which employees or workers participate,
whose primary purpose is to deal with employers on grievances, labor
disputes, wages, hours of employment, working conditions, etc.
(e.g., labor unions and employee associations).
1.2.9 Veterans
A
veterans' organization is a nonprofit
organization of veterans of the armed services of the United States,
or an auxiliary unit or society of, or a trust or foundation for,
any such post or organization.
1.2.10 Fraternal
A
fraternal organization is a nonprofit
organization whose primary purpose is fostering fellowship and
mutual benefits among its members. For this standard, a qualified
fraternal organization must also be organized under a lodge or
chapter system with a representative form of government; must follow
a ritualistic format; and must be composed of members elected to
membership by vote of the members. Qualifying fraternal
organizations include the Masons, Knights of Columbus, Elks, and
college fraternities or sororities, and may have members of either
or both sexes. Fraternal organizations do not encompass such
organizations as business leagues, professional associations, civic
associations, or social clubs.
1.3
Qualified Political Committees and State or Local Voting
Registration Officials
1.3.1 Political Committees
These
political committees may be authorized to mail at the Nonprofit
Standard Mail prices without regard to their nonprofit status:
a.
A national committee of a political party.
b.
A state committee of a political party.
c.
The Democratic Congressional Campaign Committee.
d.
The Democratic Senatorial Campaign Committee.
e.
The National Republican Congressional Committee.
f.
The National Republican Senatorial Committee.
1.3.2 Definitions
For the
standards in
1.3.1:
a.
A national committee is the
organization that, by virtue of the bylaws of a political party, is
responsible for the day-to-day operations of such political party at
the national level.
b.
A state committee is the
organization that, by virtue of the bylaws of a political party, is
responsible for the day-to-day operation of such political party at
the state level.
1.3.3 Voting Registration Officials
Voting
registration officials in a state or the District of Columbia are
authorized to mail certain Standard Mail materials at the Nonprofit
Standard Mail prices under the National Voter Registration Act of
1993 (see
1.6.12, Matter
Mailed by Voting Registration Official).
1.4
Ineligible Organizations
1.4.1 Private
These and
similar organizations do not qualify for the Nonprofit Standard Mail
prices, even if organized on a nonprofit basis:
a.
Automobile clubs.
b.
Business leagues.
c.
Chambers of commerce.
d.
Citizens' and civic improvement associations.
e.
Individuals.
f.
Mutual insurance associations.
g.
Political organizations (other than those specified in
1.3).
h.
Service clubs (e.g., Civitan, Kiwanis, Lions, Optimist, and
Rotary).
i.
Social and hobby clubs.
j.
Associations of rural electric cooperatives.
k.
Trade associations.
1.4.2 Government
State,
county, and municipal governments are generally not eligible for the
Nonprofit Standard Mail prices. However, a separate and distinct
state, county, or municipal governmental organization that meets the
criteria for any one of the specific categories in
1.2 may be eligible,
notwithstanding its governmental status.
1.5
Identification of Nonprofit Organization
All matter
mailed at the Nonprofit Standard Mail prices must identify the
authorized nonprofit organization. The name and return address of
the authorized nonprofit organization must be either on the outside
of the mailpiece or in a prominent location on the material being
mailed. Pseudonyms or bogus names of persons or organizations may
not be used. If the piece bears any name and return address, it must
be that of the authorized nonprofit organization. A well-recognized
alternative designation (e.g., "The March of Dimes") or abbreviation
(e.g., "AFL-CIO") may be used rather than the full organization
name.
1.6
Eligible and Ineligible Matter
1.6.1 Organization's Own Mail
An
organization authorized to mail at the Nonprofit Standard Mail
prices may mail only its own matter at those prices. An authorized
organization may not delegate or lend the use of its authorization
to mail at the Nonprofit Standard Mail prices to any other person or
organization.
1.6.2 Ineligible Matter
No person
or organization may mail, or cause to be mailed by contractual
agreement or otherwise, any ineligible matter at the Nonprofit
Standard Mail prices.
1.6.3 Cooperative Mailing
A
cooperative mailing is subject to the following:
a.
A cooperative mailing may be made at the Nonprofit Standard
Mail prices only when each of the cooperating organizations is
individually authorized to mail at the Nonprofit Standard Mail
prices at the Post Office where the mailing is deposited.
b.
A cooperative mailing involving the mailing of any matter on
behalf of or produced for an organization not itself authorized to
mail at the Nonprofit Standard Mail prices at the Post Office where
the mailing is deposited must be paid at the applicable regular
Standard Mail prices. The mailer may appeal the decision under
607.2.0.
c.
Exception: The standard in 1.6.3b does not apply to mailings
by an organization authorized to mail at Nonprofit Standard Mail
prices when both of the following conditions are met:
1.
Mailings must be soliciting monetary donations to the
authorized mailer and not promoting or otherwise facilitating the
sale or lease of any goods or services.
2.
The organization authorized to mail at Nonprofit Standard
Mail prices is given a list of each donor, contact information
(e.g., address, telephone number) for each, and the amount of the
donation (or waives in writing the receipt of this list).
1.6.4 Prohibitions and Restrictions
Nonprofit
Standard Mail prices may not be used for the entry of material that
advertises, promotes, offers, or, for a fee or consideration,
recommends, describes, or announces the availability of:
a.
Any credit, debit, or charge card or similar financial
instrument or account, provided by or through an arrangement with
any person or organization not authorized to mail at the Nonprofit
Standard Mail prices at the entry Post Office.
b.
Any insurance policy, unless the organization promoting the
purchase of such policy is authorized to mail at the Nonprofit
Standard Mail prices at the entry Post Office; the policy is
designed for and primarily promoted to the members, donors,
supporters, or beneficiaries of that organization; and the coverage
provided by the policy is not generally otherwise commercially
available as explained in
1.6.5.
c.
Any travel arrangement, unless the organization promoting the
arrangement is authorized to mail at the Nonprofit Standard Mail
prices at the entry Post Office; the travel contributes
substantially (aside from the cultivation of members, donors, or
supporters, or the acquisition of income or funds) to one or more of
the purposes that constitute the basis for the organization's
authorization to mail at the Nonprofit Standard Mail prices; and the
arrangement is designed for and primarily promoted to the members,
donors, supporters, or beneficiaries of that organization.
d.
Any other product or service unless one of these exceptions
is met:
1.
The sale of the product or the provision of such service is
substantially related to the exercise or performance by the
organization of one or more of the purposes used by the organization
to qualify for mailing at the Nonprofit Standard Mail prices. The
criteria in IRS regulations at 26 C.F.R. section 1.513-1(d),
supplemented by the definitions in
1.6.6, are used to determine
whether an advertisement, promotion, or offer for a product or
service is for a substantially related product or service and,
therefore, eligible for Nonprofit Standard Mail prices.
2.
The product or service is advertised in Standard Mail
material meeting the prescribed content requirements for a
periodical publication. The criteria in
1.6.8 are used to determine
whether the Standard Mail material meets the content requirements
for a periodical publication.
1.6.5 Definitions, Insurance
For the
standard in
1.6.4b:
a.
Except as specified in
1.6.5c, the phrase
not generally otherwise commercially available
applies to the actual coverage stated in an insurance policy,
without regard to the amount of the premiums, the underwriting
practices, and the financial condition of the insurer. When
comparisons are made with other policies, consideration is given to
coverage benefits, limitations, and exclusions, and to the
availability of coverage to the targeted recipients. When insurance
policy coverages are compared to determine whether coverage in a
policy offered by an organization is not generally otherwise
commercially available, the comparison is based on the specific
characteristics of the mailpiece recipients (e.g., geographic
location or demographics).
b.
Except as specified in
1.6.5c, the types of insurance
considered generally otherwise commercially available include, but
are not limited to, homeowner's, property, casualty, marine,
professional liability (including malpractice), travel, health,
life, airplane, automobile, truck, motorhome, motorbike, motorcycle,
boat, accidental death, accidental dismemberment, Medicare
supplement (Medigap), catastrophic care, nursing home, and hospital
indemnity insurance.
c.
Coverage is considered not generally otherwise commercially
available if either of the following conditions applies:
1.
The coverage is provided by the nonprofit organization itself
(i.e., the nonprofit organization is the insurer).
2.
The coverage is provided or promoted by the nonprofit
organization in a mailing to its members, donors, supporters, or
beneficiaries in such a way that the members, donors, supporters, or
beneficiaries may make tax-deductible donations to the nonprofit
organization of their proportional shares of any income in excess of
costs that the nonprofit organization receives from the purchase of
the coverage by its members, donors, supporters, or beneficiaries.
1.6.6 Definitions, Substantially Related Advertising Products
For the
standards in
1.6.4d:
a.
Standards established by the Internal Revenue Service (IRS)
and the courts with respect to 26 USC 513(a) and (c) of the Internal
Revenue Code are used to determine whether the sale or provision of
an advertised product or service, whether sold or offered by the
organization or by another party, is substantially related to the
qualifying purposes of an organization. (Advertisements in Standard
Mail material that meet the content requirements for a periodical
publication need not meet the substantially related standard to be
mailable at the Nonprofit Standard Mail prices. See
1.6.8.)
b.
To be substantially related, the sale of the product or the
provision of the service must contribute importantly to the
accomplishment of one or more of the qualifying purposes of the
organization. This means that the sale of the product or providing
of the service must be directly related to accomplishing one or more
of the purposes on which the organization's authorization to mail at
the Nonprofit Standard Mail prices is based. The sale of the product
or providing of the service must have a causal relationship to the
achievement of the exempt purposes (other than the production of
income) of the authorized organization. (Income produced from
selling an advertised product or providing a service does not make
such action a substantially related activity, even if the income
will be used to accomplish the purpose or purposes of the authorized
organization.) See 26 C.F.R. section 1.513-1(d).
1.
If an organization pays Unrelated Business Income Tax (UBIT)
on the income from the sale of a product or the provision of a
service, that activity is by IRS definition not substantially
related. See 26 U.S.C. section 512. The fact that an organization
does not pay such tax, however, does not establish that the activity
is substantially related because other criteria may exempt the
organization from payment. See 26 C.F.R. section 1.513-1(e).
2.
Third-party paid advertisements may be included in material
mailed at the Nonprofit Standard Mail prices if the products or
services advertised are substantially related to one or more of the
purposes for which the organization is authorized to mail at the
Nonprofit Standard Mail prices. However, if the material contains
one or more advertisements that are not substantially related, then
the material is not eligible for the Nonprofit Standard Mail prices
unless it is part of material that meets the content requirements
described in
1.6.8 and is not disqualified
from using the Nonprofit Standard Mail prices under another
provision.
c.
Announcements of activities (e.g., bake sale, car wash,
charity auction, oratorical contest) are considered substantially
related if substantially all the work is conducted by the members or
supporters of an authorized organization without compensation. See
26 U.S.C. section 513(a)(1); 26 C.F.R. section 1.513-1(e)(1).
d.
Advertisements for products and services, including products
and services offered as prizes or premiums, are considered
substantially related if the products and services are received by
an authorized organization as gifts or contributions. See 26 U.S.C.
section 513(a)(3); 26 C.F.R. section 1.513-1(e)(3).
e.
An advertisement, promotion, offer, or subscription order
form for a periodical publication meeting the eligibility criteria
in
707.4.0 and published by one of
the types of nonprofit organizations listed in
1.2 is mailable at the Nonprofit
Standard Mail prices.
f.
Unless the mailing is ineligible for the Nonprofit Standard
Mail prices for other reasons, mailings will be accepted at the
Nonprofit Standard Mail prices upon certification that income
derived from the sale of products or services advertised in the
mailing is not subject to the Unrelated Business Income Tax (UBIT)
described at 26 U.S.C. section 512, and that each of the products or
services is substantially related to the nonprofit organization's
qualifying purpose.
1.6.7 Other Matter
An
authorized nonprofit organization's material is not disqualified
from being mailed at the Nonprofit Standard Mail prices solely
because that material contains, but is not primarily devoted to:
a.
Acknowledgments of organizations or individuals who have made
donations to the authorized organization.
b.
References to and a response card or other instructions for
making inquiries about services or benefits available from
membership in the authorized organization, if advertising,
promotional, or application materials for such services or benefits
are not included. For purposes of this section, descriptions of
membership benefits available as a part of membership, including the
use of adjectives, terms, conditions, and brand names, are
permissible when they are a minor part of a solicitation or renewal
request for membership payments. For purposes of this provision,
"minor" is defined as "less than half." Measurement is made in
accordance with
707.16.0
and
707.17.0. The solicitation or
renewal request in which, to a minor degree, membership benefits may
be promoted is considered to include only a printed letter to
prospective members or current members whose membership is about to
expire, and not to any separate, distinct, or independent brochure,
circular, flyer, or other documents. Such separate documents will be
considered advertising if they contain any advertising, promotional,
or application materials. Exception:
A separate document prepared by the qualifying organization,
consisting of one sheet, will be considered to be part of the
solicitation letter if it describes the organization's membership
benefits and the solicitation letter does not describe the
organization's benefits but instead refers the reader to the
separate document.
1.6.8 Periodical Publication Content Requirements
Advertisements for products and services in material that meets the
content requirements for a periodical publication are mailable at
the Nonprofit Standard Mail prices. The material mailed must meet
these standards:
a.
Have a title. The title must be printed on the front cover
page in a style and size of type that make it distinguishable from
other information on the front cover page.
b.
Be formed of printed sheets. (It may not be reproduced by
stencil, mimeograph, or hectograph. Reproduction by any other
process is permitted.) Any style of type may be used.
c.
Contain an identification statement on one of the first five
pages of the publication that includes these elements:
1.
Title.
2.
Issue date. The date may be omitted if it is on the front
cover or cover page.
3.
Statement of frequency showing when issues are to be
published (daily; weekly; monthly; monthly except June; four times a
year in June, August, September, and December; annually;
irregularly, etc.).
4.
Name and address of the authorized organization, including
street number, street name, and ZIP+4 or 5-digit ZIP Code. The
street number and street name are optional if there is no letter
carrier service.
5.
Issue number. Every issue of each publication is numbered
consecutively in a series that may not be broken by assigning
numbers to issues omitted. The issue number may be printed on the
front or cover page instead of in the identification statement.
6.
International Standard Serial Number (ISSN), if applicable.
7.
Subscription price, if applicable.
d.
Consist of at least 25% nonadvertising matter in each issue.
Advertising is defined in
707.4.13.
1.6.9 Contribution and Membership Premiums
Announcements for premiums received as a result of a contribution or
payment of membership dues are not considered advertisements if the
membership dues or requested contribution is more than 4 times the
cost of the premium item(s) offered and more than 2 times the
represented value in the mailpiece, if any, of the premium item(s)
offered.
1.6.10 Political Mailings
A
qualifying political committee under
1.3 may mail election-related
materials, such as candidate endorsements, at the Nonprofit Standard
Mail prices if the materials are exclusively of the qualifying
political committee. Political mailings may not be made at the
Nonprofit Standard Mail prices when a political candidate or anyone
else not authorized to mail at the Nonprofit Standard Mail prices
assists the qualifying political committee with the preparation or
mailing of such materials, or pays any of the costs of preparation
or mailing, or provides any consideration to the qualifying
political committee in return for the mailing being made. The
following are examples of political mailings that would not qualify
for mailing at the Nonprofit Standard Mail prices:
a.
A mailing containing material identified as having been paid
for by the campaign committee or treasurer of an individual
candidate.
b.
A mailing containing circulars, flyers, brochures, or other
printed matter prepared or printed by a political candidate or his
or her campaign organization.
c.
A mailing on which the postage is paid for by a political
candidate or his or her campaign organization.
d.
A mailing made on behalf of a candidate in return for a
contribution to the qualifying political committee.
1.6.11 Products Mailable at Nonprofit Standard Mail Prices
The
following products are mailable at Nonprofit Standard Mail prices:
a.
Low-cost items within the meaning of 26 USC 513(h)(2),
Internal Revenue Code. At the beginning of each calendar year, the
value of low-cost items is adjusted for cost of living. Effective
January 1, 2009, the cost of such items cannot exceed $9.50. This
cost is the cost to the authorized organization that mails the items
or on whose behalf the items are mailed.
b.
Items donated or contributed to the qualified organization.
Such items do not have to meet the definition of a low-cost item.
c.
A periodical publication (as defined in
707.4.0) of a nonprofit
organization unless it is ineligible under
1.6 to be mailed at the Nonprofit
Standard Mail prices.
1.6.12 Matter Mailed by Voting Registration Official
The voting
registration official may mail, at the Nonprofit Standard Mail
prices, only qualifying Standard Mail matter that is required or
authorized to be mailed at those prices by the National Voter
Registration Act of 1993.
1.6.13 Evidence of Eligibility
On
request, an organization authorized to mail at the Nonprofit
Standard Mail prices must provide evidence to the USPS, or cause
evidence held by another party to be provided to the USPS, about the
eligibility of any of its mail matter or mailings to be sent at
those prices. Any failure to provide evidence needed for a ruling on
the eligibility of matter to be sent at the Nonprofit Standard Mail
prices, or to cause such evidence to be provided, is sufficient
basis for a finding that the matter is not eligible for the
Nonprofit Standard Mail prices, as well as for the revocation of the
organization's authorization to mail at the Nonprofit Standard Mail
prices.
1.7
Authorization—Application
1.7.1 Filing
An
application on Form 3624, Application to
Mail at Nonprofit Standard Mail Rates, must be filed by an
organization prior to being authorized to mail at Nonprofit Standard
Mail prices. The applicant must indicate on Form 3624 the qualifying
category of organization under which it seeks authorization.
1.7.2 Fee
No fee is
charged for filing Form 3624.
1.7.3 Permits and Authorizations
Authorization to mail at Nonprofit Standard Mail prices does not
relieve the mailer's obligation to obtain mailing permits and pay
the required fees for mailing at presorted prices.
1.7.4 Qualified Nonprofit Organizations
Form 3624
must be accompanied by evidence that the applicant meets the
standards of a qualifying category in
1.2 and that the organization is
nonprofit (e.g., a certificate of exemption from federal income
tax). An exemption from the payment of federal
income tax is not required to qualify for the Nonprofit Standard
Mail prices. Such exemption is considered as evidence of
qualification for preferred postal prices, but is not the
controlling factor in the decision. When an organization submits
proof that it is granted federal income tax exemption under 26 USC
501(c)(3), as a religious, educational, scientific, or philanthropic
(charitable) organization; under 501(c)(5) as an agricultural or
labor organization; under 501(c)(8) as a fraternal organization; or
under 501(c)(19) as a veterans' organization, it is considered as
qualifying for the Nonprofit Standard Mail prices, unless other
evidence discloses some disqualification.
1.7.5 Political Committees
Form 3624
filed by an organization seeking authorization as a qualified
political committee must include evidence that the applicant meets
the standards of one of the qualifying categories of political
committees in
1.3; evidence of nonprofit status
is not required.
1.7.6 Nonprofit Standard Mail Authorization Number
Once an
organization is authorized, it may mail at Nonprofit Standard Mail
prices at any Post Office location that accepts presorted mailings
within the United States. The Postal Service will issue a national
Nonprofit Standard Mail authorization number to each organization
authorized to mail at the Nonprofit Standard Mail prices. Authorized
organizations must display this number in the appropriate space on
each postage statement that accompanies a mailing at Nonprofit
Standard Mail Prices.
1.8
Confirmation of Authorization to Mail at Nonprofit Standard
Mail Prices
1.8.1 Confirmation of Authorization Application Procedure
An
authorized organization, or organization pending authorization,
wishing to mail at a non-PostalOne!
Post Office location must file Form 3623,
Request for Confirmation of Authorization (or Pending Authorization)
to Mail at Nonprofit Standard Mail Prices, with the
postmaster prior to mailings being made at Nonprofit Standard Mail
prices.
1.8.2 Fee
No fee is
charged for filing Form 3623.
1.8.3 Organization Name
If the
organization name on Form 3623 is different from the one on USPS
records, the applicant must revise the organization's original
application to reflect a name change by providing evidence that the
organization name was officially changed (e.g., an official
amendment to the organization's Articles of Incorporation stating
the former name and the new name and a letter issued by the Internal
Revenue Service recognizing the name change).
1.8.4 Permits and Authorizations
Confirmation of authorization to mail at Nonprofit Standard Mail
prices does not relieve the mailer's obligation to obtain mailing
permits and pay the required fees for mailing at presorted prices.
1.9
Mailing While Application Pending
1.9.1 Approval
An
organization may not mail at Nonprofit Standard Mail prices at a
Post Office before Form 3624 or Form 3623, if required, is approved.
1.9.2 Postage Record
While an
application, or confirmation of authorization, is pending postage
must be paid at applicable First-Class Mail or Priority Mail prices,
or at applicable Standard Mail prices. The USPS records the
difference between postage paid at regular Standard Mail prices and
the postage that would have been paid at Nonprofit Standard Mail
prices. No record is kept if postage is paid at First-Class Mail or
Priority Mail prices.
1.9.3 Refund
If an
authorization, or confirmation of authorization, to mail at
Nonprofit Standard Mail prices is issued, the mailer may be refunded
the postage paid at the Post Office where pending mailings were made
for any amount that exceeds the Nonprofit Standard Mail prices since
the effective date of the authorization or confirmation. No refund
is made:
a.
If the application on Form 3624 is denied and no appeal is
filed.
b.
If postage was paid at First-Class Mail or Priority Mail
prices.
c.
For the period before the effective date of the
authorization.
d.
If confirmation of authorization using Form 3623 is denied.
1.9.4 Effective Date
The
effective date of the Nonprofit Standard Mail price authorization is
the date of the application or the date of the organization's
eligibility, whichever is later.
1.9.5 Pending Status
The mailer
may continue to mail in a pending status until a final decision is
reached on an appeal of a denied application.
1.10
Ruling on Application
1.10.1 Additional Information
The PCSC
manager may request additional information or evidence to support or
clarify the application. Failure to provide such information is
sufficient grounds to deny an application.
1.10.2 Rulings
The PCSC
manager rules on Form 3624 and Form 3623 and notifies the applicant
directly.
1.10.3 Appealing a Denial
If the
application on Form 3624 or Form 3623 is denied, the applicant may
submit a written appeal to the postmaster where the application was
filed within 15 days of the applicant's receipt of the decision.
After reviewing the file, if the PCSC manager still believes that
the organization does not qualify to be authorized at Nonprofit
Standard Mail prices, or the request for confirmation of
authorization is not able to be confirmed, the applicable appeal is
forwarded to the manager of Mailing Standards (see
608.8.0 for address), who issues
the final agency decision.
1.11
Revocation
1.11.1 USPS Review
The PCSC
manager may initiate at any time a review of any organization
authorized to mail at the Nonprofit Standard Mail prices. The PCSC
manager may ask an organization for information or evidence to
determine whether the organization is still qualified. Failure to
provide such information is sufficient cause for revocation.
1.11.2 Revocation for Cause
If it is
found that authorization has been given to an organization that was
not qualified at the time of application or later became
unqualified, the PCSC manager notifies the organization of the
proposed revocation and the reasons for it.
1.11.3 Appeal
Revocation
for cause under
1.11.2 takes effect 15 days from
the organization's receipt of the notice, unless the organization
files a written appeal within that time through
the PCSC with the manager of
Mailing Standards (see
608.8.0 for address). The manager
of Mailing Standards may ask the organization for more information
or evidence to determine the organization's eligibility. Failure to
provide such information is sufficient grounds for denial of the
appeal. The manager issues a written appeal decision directly to the
organization.
1.11.4 Revocation for Nonuse
The PCSC
revokes an authorization to mail at Nonprofit Standard Mail prices
if no Nonprofit Standard Mail price mailings are made by the
authorized organization during a 2-year period. The PCSC notifies
the organization of the revocation for nonuse.