Merge pull request #3116 from bitzesty/staging-shortlisted-mailers

[Staging] copy updates to shortlisted mailers

app/controllers/users/audit_certificates_controller.rb

@@ -69,6 +69,12 @@ def destroy
     redirect_to users_form_answer_audit_certificate_url(form_answer)
   end
 
+  def guide
+    send_data editing_external_accountants_report_guide.read,
+      type: "application/pdf",
+      disposition: "inline"
+  end
+
   private
 
   def action_type
@@ -115,4 +121,8 @@ def check_if_vocf_is_required!
       nil
     end
   end
+
+  def editing_external_accountants_report_guide
+    File.open(Rails.root.join("lib/assets/Guide-to-Editing-External-Accountant's-Report-Using-Adobe-PDF-Editor.pdf"))
+  end
 end

app/pdf_generators/pdf_audit_certificates/general/guidance_elements.rb

@@ -13,15 +13,15 @@ def render_applicant_guidance_header
   end
 
   def render_applicant_guidance_text
-    p1 = "We would like to inform you that your application has been shortlisted for a King's Award for Enterprise: #{award_type_short} category. To enable us to proceed with your entry, you are required to provide verification of the commercial figures you provided in your application. This verification must be from an external, qualified, practising accountant or auditor (as stated in the commercial performance section of the online entry form)."
+    p1 = "We would like to inform you that your application has been shortlisted for a King's Award for Enterprise: #{award_type_short} category. To enable us to proceed with your entry, you must provide verification of the commercial figures submitted in your application. This verification must be from an external, qualified, practising accountant or auditor (as stated in the commercial performance section of the online entry form)."
 
-    p2 = "We recommend that you send the report to the accountant straight away so that you can agree on the timelines. Let them know if you will be providing revisions to the figures."
+    p2 = "We recommend that you send the report to the accountant immediately to agree on the timelines. Let them know if you will be providing revisions to the figures."
 
-    p3 = "As a shortlisted applicant, you now need to check the figures which you have provided. If you need to make changes or provide actual figures to replace estimates submitted at the time of application, please make changes on this form and then ask your external accountant to complete this. If you have made changes, then you will need to sign the Applicant’s Management’s Statement section of this form."
+    p3 = "As a shortlisted applicant, you must now check the figures you provided. If you need to make changes or provide actual figures if they differ from the estimates submitted at the time of application, please provide the figures in this report and then ask your external accountant to complete the rest. If you make changes to the report, you must sign the Applicant’s Management’s Statement section of this report."
 
-    p4 = "For applicants that are not for profit organisations or charities, to be eligible for a King’s Award for Enterprise, your organisation must be on a sustainable financial footing."
+    p4 = "For applicants who are not-for-profit organisations or charities, to be eligible for a King’s Award for Enterprise, your organisation must be on a sustainable financial footing."
 
-    p5 = "Once you and your external accountant have completed this report, please upload it to The King’s Awards for Enterprise online portal by #{Settings.current_audit_certificates_deadline.decorate.formatted_trigger_time(bold: false)}. We are unable to accept late reports due to the strict assessment and judging timetable."
+    p5 = "Once you and your external accountant have completed this report, please upload it to The King’s Awards for Enterprise online portal by #{Settings.current_audit_certificates_deadline.decorate.formatted_trigger_time(bold: false)}. Due to the strict assessment and judging timetable, we are unable to accept late reports."
 
     [p1, p2, p3, p4, p5].each do |paragraph|
       render_text_line(paragraph, 2, leading: 2)
@@ -41,13 +41,13 @@ def render_accountant_guidance_intro
 
     ps = []
 
-    ps << "The figures in the #{table} below have been provided by the applicant during their application for The King’s Awards for Enterprise. Please check the figures the business has submitted to underlying calculations and compare these to a sample of underlying supporting documentation, including, where appropriate, filings with HMRC and/or Companies House. For the avoidance of doubt, we do not expect you to undertake an assurance engagement. We expect an agreed upon procedures engagement to be undertaken. Accountants should exercise their professional judgement when agreeing appropriate procedures. Appendix 1 provides illustrative procedures that may be appropriate and our expectations on sample sizes."
+    ps << "When applying for The King’s Awards for Enterprise, the applicant has provided the figures stated in the #{table} below. Please check the figures the business has submitted to underlying calculations and compare these to a sample of underlying supporting documentation, including filings with HMRC and/or Companies House, where appropriate. For the avoidance of doubt, we do not expect you to undertake an assurance engagement. We expect an agreed-upon engagement of procedures to be undertaken. Accountants should exercise their professional judgement when agreeing on appropriate procedures. Appendix 1 provides illustrative procedures that may be appropriate and our expectations on sample sizes."
 
     ps << "If no exceptions are found, please confirm this by selecting Statement 1 in this form."
 
     ps << "If exceptions are found, but the applicant has adjusted these and explained the exchanges in the appropriate section to this form, then confirm this by selecting Statement 2."
 
-    ps << "If exceptions are found, and they are not adjusted, this should be confirmed in Statement 2."
+    ps << "If exceptions are found and they are not adjusted, this should be confirmed in Statement 2."
 
     ps << "We understand that the External Accountant’s Report has been prepared solely for the organisation’s exclusive use and solely for the purpose of the organisation’s application for The King’s Awards for Enterprise: #{header_full_award_type} #{form_answer.award_year.year}. However, we may request a copy of this Report solely for the purpose of enabling The King’s Award Office to further assess the application. The King’s Award Office accepts that the Accountant will accept no duty, liability or responsibility to The King’s Awards Office in relation to this Report. We will not use the Report for any other purpose, recited or referred to in any document, copied or made available (in whole or in part) to any other person without the Accountant’s prior written express consent. We accept that the Accountant accepts no duty, responsibility or liability to any party, other than the company, in connection with the Report."
 

app/pdf_generators/pdf_audit_certificates/general/shared_elements.rb

@@ -3,12 +3,22 @@ module PdfAuditCertificates::General::SharedElements
   NOT_CURRENCY_QUESTION_KEYS = %w[employees]
 
   def render_main_header
+    render_certificate_title
     render_certificate_info
     render_recipients_info
     render_company_info
     render_urn
 
     move_down 5.mm
+
+    render_report_intro
+
+    move_down 5.mm
+  end
+
+  def render_certificate_title
+    title = "External Accountant's Report"
+    render_text_line(title, 5, default_text_header_ops.merge(aling: :left, size: 16))
   end
 
   def render_certificate_info
@@ -28,6 +38,12 @@ def render_urn
     render_text_line("<b>KA ref</b>: #{form_answer.urn}", 1, inline_format: true)
   end
 
+  def render_report_intro
+    p1 = "You can print the report, fill it out by hand, and then scan it. Alternatively, you can use digital PDF editing tools like the online Adobe Acrobat PDF Editor (the free version). See ‘Guide to Editing the External Accountant’s Report Using Adobe Acrobat PDF Editor’, which can be downloaded from the 'Verification of Commercial Figures and Applications' page - please also share it with your accountant."
+
+    render_text_line(p1, 2, leading: 2)
+  end
+
   def render_base_paragraph
     p1 = %(We have performed the work agreed with #{form_answer.company_name} in line with the requirements set out in the document “King’s Awards for Enterprise: #{form_answer.award_type_full_name} #{form_answer.award_year.year}” which constitutes the application form for the award.)
     render_text_line(p1, 2, { leading: 2 })
@@ -305,19 +321,15 @@ def render_accountant_statement
   def render_feedback
     render_text_line("FEEDBACK", 5, style: :bold)
 
-    render_text_line("Immediate feedback", 1, style: :bold)
-    render_text_line("We would appreciate any immediate feedback on this verification form or the financial information requested so that we can make improvements for future applicants and their accountants.", 2, default_text_ops)
-    move_down 60.mm
-
-    render_text_line("Would you be willing to participate in our anonymous survey?", 1, style: :bold)
-
-    render_text_line("We are committed to improving experiences for everyone who is involved in The King’s Awards for Enterprise process. We would like to gather feedback from accountants so that we can make relevant improvements to the verification forms and the financial section of the application form.", 5)
+    render_text_line("We are committed to improving the experience for everyone involved in The King’s Awards for Enterprise process. We want to gather feedback from accountants to make relevant improvements to the verification forms and the financial section of the application form.", 2, default_text_ops)
+    move_down 2.mm
 
-    render_text_line("Yes       No", 10, style: :bold)
+    render_text_line("You can provide feedback anonymously by following the link and filling out the <b><u>King’s Awards for Enterprise Accountant’s Report Feedback Form.</u></b>", 2, default_text_ops.merge(inline_format: true))
+    move_down 2.mm
 
-    render_text_line("If you have agreed to participate in the survey, please provide your email address so that we can send it to you.", 3, style: :bold)
+    render_text_line("Alternatively, please leave feedback in the space below:", 2, default_text_ops)
 
-    render_text_line("Email: ....................................................................................................................", 1)
+    move_down 60.mm
   end
 
   def render_appendix

app/views/account_mailers/notify_non_shortlisted_mailer/notify.text.erb

@@ -2,14 +2,21 @@ Dear <%= @user.decorate.full_name %>,
 
 Thank you for your application to the <%= @current_year %> King's Awards for Enterprise. I am sorry to inform you that you have not been shortlisted. I know that this will be disappointing news given the time that you have spent preparing your application.
 
-The Awards application process is rigorous and comprehensive and therefore, we are aware that feedback is important. We will write to you in April <%= @current_year %>, before the next Award round opens, to provide comprehensive feedback. We hope this will assist you with future applications.
+The Awards application process is rigorous and comprehensive and we are aware that feedback is important. We will therefore write to you in April <%= @current_year %>, before the next Award round opens, to provide comprehensive feedback.
 
 
-Previous applicants have found the feedback useful to strengthen their application.
+Previous applicants have found the feedback useful in strengthening their application and we hope this will assist you with future applications.
 
-#Please note that The King's Awards Office do not have any further information on the assessment of your application at this stage so will not be able to discuss anything related to your <%= @current_year %> application until you have received the feedback.
+##Please note that The King's Awards Office do not have any further information on the assessment at this stage so will not be able to discuss anything related to your <%= @current_year %> application until you have received the feedback.
 
 Thank you for taking the time to enter The King's Awards for Enterprise.
 
+I have also included in Appendix A some information regarding government and wider business support for UK businesses which I hope you will find helpful.
+
+Yours sincerely,
+
 Nichola Bruno
 Head of The King's Awards Office
+
+---
+<%= render 'account_mailers/notify_shortlisted_mailer/appendix_a' %>

app/views/account_mailers/notify_non_shortlisted_mailer/preview/notify.html.slim

@@ -7,22 +7,28 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
   | King's Awards for Enterprise. I am sorry to inform you that you have not been shortlisted. I know that this will be disappointing news given the time that you have spent preparing your application.
 
 p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
-  = "The Awards application process is rigorous and comprehensive and therefore, we are aware that feedback is important. We will write to you in April #{@current_year}, before the next Award round opens, to provide comprehensive feedback. We hope this will assist you with future applications."
+  = "The Awards application process is rigorous and comprehensive and we are aware that feedback is important. We will therefore write to you in April #{@current_year}, before the next Award round opens, to provide comprehensive feedback."
 
 p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
-  ' Previous applicants have found the feedback useful to strengthen their application.
+  ' Previous applicants have found the feedback useful in strengthening their application and we hope this will assist you with future applications.
+
+h1 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+  ' Please note that The King's Awards Office do not have any further information on the assessment at this stage so will not be able to discuss anything related to your
+  => @current_year
+  | application until you have received the feedback.
 
 p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
-  strong
-    ' Please note that The King's Awards Office do not have any further information on the assessment of your application at this stage so will not be able to discuss anything related to your
-    => @current_year
-    | application until you have received the feedback.
+  ' Thank you for taking the time to enter The King's Awards for Enterprise.
 
+p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
+  | I have also included in Appendix A some information regarding government and wider business support for UK businesses which I hope you will find helpful.
 
 p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
-  ' Thank you for taking the time to enter The King's Awards for Enterprise.
+  | Yours sincerely,
   br
   br
   ' Nichola Bruno
   br
   ' Head of The King's Awards Office
+hr style="border-color: lightgrey; border-top-width: 2px;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"

app/views/account_mailers/notify_shortlisted_mailer/_appendix_a.text.erb

@@ -0,0 +1,41 @@
+#Appendix A
+
+##Annex A: Useful contacts
+
+##Helping businesses access the finance they need
+
+Explore the different types of finance which may be available during your business' journey to start, grow, stay ahead, to innovate, and to trade overseas:
+
+* Support from the UK Government https://helptogrow.campaign.gov.uk/
+* British Business Bank (BBB) https://www.british-business-bank.co.uk/
+* BBB Finance Hub https://www.british-business-bank.co.uk/finance-hub/
+* Start-Up Loans https://www.startuploans.co.uk/
+* Innovate UK https://www.ukri.org/councils/innovate-uk/
+* Export advice https://www.great.gov.uk/advice/
+* UK Export Finance https://www.gov.uk/government/organisations/uk-export-finance
+* Growth Hubs (in England) https://www.lepnetwork.net/growth-hubs/
+
+##Access advice and support to continue your business' success:
+
+* Help to Grow: Management https://smallbusinesscharter.org/help-to-grow-management - an intensive training programme that looks to boost SME performance and resilience by improving leadership and management skills.
+* Get exporting and grow your business https://exports.campaign.gov.uk
+* Business Support Helpline https://www.gov.uk/business-support-helpline - as business support is devolved, the page includes sources of advice for Northern Ireland, Scotland and Wales.
+* Small Business Commissioner https://www.smallbusinesscommissioner.gov.uk - for help with late payments.
+* Innovate UK Business Growth https://www.innovateukedge.ukri.org - Innovate UK Business Growth is a key part of the UK innovation agency's investment in the innovative businesses that drive economic growth. It helps businesses to exploit innovation, enter new markets and source funding.
+* Innovate UK Business Connect https://iuk.ktn-uk.org - which helps connect ideas, people and communities to respond to global challenges and drive positive change through innovation.
+* SME Climate Hub https://smeclimatehub.org/ - free tools and resources to help SMEs reduce emissions.
+
+##Additional business support and awards
+
+* Enterprise Nation https://www.enterprisenation.com/
+* Be The Business https://www.bethebusiness.com
+* Made Smarter https://www.madesmarter.uk - uniting UK manufacturers with the digital tools, innovation & skills to make an everyday business difference.
+* Made in Britain https://www.madeinbritain.co/
+
+##Opportunities for Business - Government contracts
+
+Contracts Finder lets you search for information about contracts worth over £10,000 with the government and its agencies.
+* Contract finder https://www.gov.uk/contracts-finder to bid on Government contracts
+
+Find a Tender service lets you find and apply for high-value contracts (usually above £118,000) in the UK .
+* Find a tender https://www.gov.uk/find-tender