Difference between revisions of "Professional development/Project management/Refund Guide"

Revision as of 02:34, 29 November 2021

If you are doing a project for GNG (or CEED) you can get a refund for the materials you have purchased.

Conditions

Please note that there are conditions to receive your refund:

Have a completed makerepo submission
- All design files (project dependent)
  - 3D CAD files (onshape projects, solidworks parts and assemblies, STLs, etc)
  - 2D vector files (CAD drawings, inkscape files, etc)
  - Mechanical assemblies (hand drawn, CAD assembly, etc)
  - Circuit assemblies (hand drawn, tinkercad circuits, etc)
  - Code (in text format, not a picture)
  - Make sure any links have the correct sharing permissions
- User manual (includes BOM and assembly/usage instructions)
Bring back the project (if applicable)

Guidelines

Receipts

The receipt needs to be in the same name as the person requesting the refund
The receipt needs to include a payment method (cash, mastercard, etc), these are usually receipts labeled as invoices
- If it does not then a credit card statement is needed as proof of payment
Anything paid other then Canadian currency needs to be accompanied by a credit card statement
If a receipt is lost there is a lost receipt form that can be submitted: www

Form

Receipts need to be included with the following reimbursement form, only the yellow areas need to be filled.

Vendor ID= student number
Address= current address or where you want the cheque to be mailed to
Each receipt is 1 line in the table, the description includes the name of the store
- For example: the first line can be 'Amazon- dc motor' and the second could be 'Home depot- screws and brackets'
Authorized signature is you, approved signature is the lab manager
Remarks= course + group number + short description of project
- For example: GNG2101 A1- device to automatically brake a wheelchair if a user gets up

Send the form and receipts to your project manager, preferably submitted in 1 PDF document with multiple pages. They will then get sent to the lab manager.

Payment

The previously mentioned conditions need to be completed and verified before a refund can be processed. The refund form and receipts must also be complete.

The payment will be made by cheque by default however it can also be made as a direct deposit. If you wish to have a direct deposit also send a copy of your void cheque to your project manager.

Please note that it can take up to 2+ months to get the refund.

@@ Line 4: / Line 4: @@
 '''Please note''' that there are conditions to receive your refund:
-* Have a completed makerepo submission
+*Have a completed makerepo submission
-**
+**All design files (project dependent)
-* Bring back the project (if applicable)
+***3D CAD files (onshape projects, solidworks parts and assemblies, STLs, etc)
+***2D vector files (CAD drawings, inkscape files, etc)
+***Mechanical assemblies (hand drawn, CAD assembly, etc)
+***Circuit assemblies (hand drawn, tinkercad circuits, etc)
+***Code (in text format, not a picture)
+***Make sure any links have the correct sharing permissions
+**User manual (includes BOM and assembly/usage instructions)
+***
+*Bring back the project (if applicable)
 ==Guidelines==
 ===Receipts===
-* The receipt needs to be in the same name as the person requesting the refund
+*The receipt needs to be in the same name as the person requesting the refund
-* The receipt needs to include a payment method (cash, mastercard, etc), these are usually receipts labeled as invoices
+*The receipt needs to include a payment method (cash, mastercard, etc), these are usually receipts labeled as invoices
-** If it does not then a credit card statement is needed as proof of payment
+**If it does not then a credit card statement is needed as proof of payment
-* Anything paid other then Canadian currency needs to be accompanied by a credit card statement
+*Anything paid other then Canadian currency needs to be accompanied by a credit card statement
-* If a receipt is lost there is a lost receipt form that can be submitted: www
+*If a receipt is lost there is a lost receipt form that can be submitted: www
 ===Form===
 Receipts need to be included with the following reimbursement form, only the yellow areas need to be filled.
-* Vendor ID= student number
+*Vendor ID= student number
-* Address= current address or where you want the cheque to be mailed to
+*Address= current address or where you want the cheque to be mailed to
-* Each receipt is 1 line in the table, the description includes the name of the store
+*Each receipt is 1 line in the table, the description includes the name of the store
-** For example: the first line can be 'Amazon- dc motor' and the second could be 'Home depot- screws and brackets'
+**For example: the first line can be 'Amazon- dc motor' and the second could be 'Home depot- screws and brackets'
-* Authorized signature is you, approved signature is the lab manager
+*Authorized signature is you, approved signature is the lab manager
-* Remarks= course + group number + short description of project
+*Remarks= course + group number + short description of project
-** For example: GNG2101 A1- device to automatically brake a wheelchair if a user gets up
+**For example: GNG2101 A1- device to automatically brake a wheelchair if a user gets up
 Send the form and receipts to your project manager, preferably submitted in 1 PDF document with multiple pages. They will then get sent to the lab manager.
 ==Payment==
-The previous conditions need to be completed and verified before a refund can be processed. The refund form and receipts must also be complete.
+The previously mentioned conditions need to be completed and verified before a refund can be processed. The refund form and receipts must also be complete.
 The payment will be made by cheque by default however it can also be made as a direct deposit. If you wish to have a direct deposit also send a copy of your void cheque to your project manager.
 '''Please note''' that it can take up to 2+ months to get the refund.