Chapter Meeting Non-member Student Group Registration Attendance Process

PMI Portland Chapter encourages instructors and their students to attend monthly Chapter Meetings at a reduced cost of $10 for the entire meeting. 

60 students may attend each calendar year. 

Below is a description of the process to attend the meeting:

• Instructor will contact Director of Academic Outreach (acad_outreach@pmi-portland.org) and schedule a month when students can attend. (More than 30 days in the future.)
• Instructor and Director of Academic Outreach will decide how payment will be made. The Options are:
  1. Each student pays individually using a Discount Code for $10, OR
  2. The organization makes a single payment for all students and students receive a Discount Code for $0.
• Director of Academic Outreach will review requests for the month with VP Outreach and Chapter President. 
• Once Approved and generated, as applicable to the requested payment mode, the Website Payment form and Discount code will be provided to the Director of Academic Outreach.
• The Website and Instruction Letter(s) are then forwarded to the Instructor who will distribute Instruction Letters to students and/or Instruction Letter with Website address to Administrative Staff, if elected Group Pay.
• For both Options, Students will use the PMI Portland Chapter website to register themselves for the meeting, before the regular registration deadline, using the Discount code.
• Director of Academic Outreach will provide a Weekly Feedback Report of those who have completed registration to the Instructor; upon request faculty may opt-out of reporting.
• Director of Registration will include students in meal count and have name badges prepared for the students along with table signage.
• Director of Academic Outreach will track the number of students who use the program throughout the year.

This process applies only to students…

• Who are enrolled in a participating class, and …
• Who are not members of PMI Portland Chapter. 

Current PMI Portland Chapter Student members already receive discounted pricing. 

Effective 3/4/2017

Contact Director of Academic Outreach (acad_outreach@pmi-portland.org)

Coupon (Discount) Codes for Events

Coupon Codes (formerly known as "Discount Codes") give a registrant a reduced price when they register for an event.  The reduction can be either a fixed percentage or a fixed dollar amount.   

Why do we use Coupon Codes?

• to give a discount to members of a particular organization
• to allow certain volunteers reduced pricing
• as a gift/raffle prize
• for free attendance for speakers and sponsors

Requesters & Approvers  

• Volunteers at the Director level and above may request Coupon Codes, after discussing with their supervisor (Board member) and receiving verbal approval.
• An approval process is built into the online form -- the approver is the VP who is the owner of the event, as this impacts their budget.  
• Only volunteers at the Asst. VP level and Board members may approve Coupon Codes.  See the approved Volunteer Benefit Matrix.

Coupon Code Process Info

The system calculates the registrants normal pricing based on (1) their membership status/group and (2) the date of registration (earlybird or late pricing).  After this price is determined, the Coupon Code discount is applied.   

Coupon Codes are enabled for specific events.  A timframe can also be set.  For example, "May Chapter meeting, but only during regular registration period (dates)".  

CHANGES:  

1. We can limit the total number of uses overall, but not the number of uses per event (if used over several events/months).  
2. If a coupon code is used during a Late Fee period, the Late Fee will still apply (even if the code is for 100% off).  
3. We can enable for Group and/or Individual registration
4. We can restrict to various groups - members, non-members, Board, etc... 

Steps:

1. The requester fills out the Google form (below).
2. The requester receives a confirmation email with lnks to the original request.  Please be sure to save this for future reference, or if you need to edit your request.  
3. The approver receieves an email that they have a request to approve.  Please follow the instructions very carefully so notifications are sent out.  If you do not approve the request, please continue and note that as well, instead of Approve.
4. The requester (and the Web Team) are notified when the request is approved.  It is the requester's responsibility to follow up if the request has not been approved.  
5. The Web Team will notify everyone when the Coupon Code is ready for use.  

>> Click here to fill out the Coupon Code Request Form (log in required)

>> Click here to see the results spreadsheet to view all Coupon Code requests.   You can see the status of requests and also the code that was setup.  

For questions contact Webmaster or VP of Operations.

PMI Portland Chapter Event Cancellation and Refund Policy

Chapter Meeting and Miscellaneous Events

• A full refund will be made if request for cancellation/refund is received 24 hours in advance of the meeting/event (the time registration opens is the official start of the meeting/event).

Workshops, Conferences

• 90% of the registration amount will be refunded if the request for cancellation/refund is received more than 30 days prior to the event.
• 75% of the registration amount will be refunded if the request for cancellation/refund is received between 29 and 8 days prior to the event.
• If request for refunds are received less than 7 days prior to the start of the event, the refund will not be processed since monetary outlays have been incurred for meals and materials.

Certification Courses

Refunds:

• 100% refund if the certification class is cancelled by PMI Portland Chapter due to insufficient enrollment.
• 90% refund if the participant withdraws 25 calendar days before the start of the certification course.
• 75% refund if the participant requests cancellation within 72 hours of the first class and does not attend more than 6 hours of instruction.
• No refund is available after 72 hours after the first class in a series has been held.

Retakes:

1. No retake is allowed beyond one year after the conclusion of an exam prep series.
2. The participant is required to consult with the Director of PMP or ACP Certification before being allowed to retake the series. The Director of PMP or ACP Certification may require the participant to first consult one of the certification instructors or join a study group.
3. 75% discount is available in the following scenarios:
   • At the discretion of VP of Professional Development, the participant can retake the series, if the participant had an emergency and did not take the certification exam after the exam prep series. The VP of Professional will present his or her decision for ratification by the PMI Portland Board.
   • If the participant has taken the class before, took the test within 6 months of class conclusion, and failed the certification exam.

Process

All requests for refunds must be made in writing to the respective event coordinator:

• Director of Registration for Chapter Meeting refunds, 
• Director of Workshops for Workshop refunds,
• Director of PMP Certification for PMP Prep Course, Certification Classes refunds;
• Director of ACP Certification for ACP Course, Certification Classes refunds;
• Director of Registration for Annual Conference refunds.

Registrations cannot be transferred between people or between events. 

Refunds will be applied to the original credit card.

Effective 3/16/2016

Contact Us

PMI Portland Chapter

Mailing Address only:

9220 SW Barbur Blvd.
Suite 119-346
Portland, OR 97219

For General Questions or Technical Issues: Contact PMI Portland Chapter

Chapter Leadership Team

Chapter FAQs

Current Volunteer Opportunities