diff --git a/app/controllers/users/audit_certificates_controller.rb b/app/controllers/users/audit_certificates_controller.rb
index fe6265054c..214f0123b0 100644
--- a/app/controllers/users/audit_certificates_controller.rb
+++ b/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
diff --git a/app/pdf_generators/pdf_audit_certificates/general/guidance_elements.rb b/app/pdf_generators/pdf_audit_certificates/general/guidance_elements.rb
index 887a599851..ef47335a35 100644
--- a/app/pdf_generators/pdf_audit_certificates/general/guidance_elements.rb
+++ b/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."
diff --git a/app/pdf_generators/pdf_audit_certificates/general/shared_elements.rb b/app/pdf_generators/pdf_audit_certificates/general/shared_elements.rb
index 25a669f52d..06f1f0dc03 100644
--- a/app/pdf_generators/pdf_audit_certificates/general/shared_elements.rb
+++ b/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("KA ref: #{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 King’s Awards for Enterprise Accountant’s Report Feedback Form.", 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
diff --git a/app/views/account_mailers/notify_non_shortlisted_mailer/notify.text.erb b/app/views/account_mailers/notify_non_shortlisted_mailer/notify.text.erb
index 49a52b144e..1bbfec928a 100644
--- a/app/views/account_mailers/notify_non_shortlisted_mailer/notify.text.erb
+++ b/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' %>
diff --git a/app/views/account_mailers/notify_non_shortlisted_mailer/preview/notify.html.slim b/app/views/account_mailers/notify_non_shortlisted_mailer/preview/notify.html.slim
index 86526fbb58..4d788a67b0 100644
--- a/app/views/account_mailers/notify_non_shortlisted_mailer/preview/notify.html.slim
+++ b/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"
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/_appendix_a.text.erb b/app/views/account_mailers/notify_shortlisted_mailer/_appendix_a.text.erb
new file mode 100644
index 0000000000..b6b344f2b5
--- /dev/null
+++ b/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
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/notify.text.erb b/app/views/account_mailers/notify_shortlisted_mailer/notify.text.erb
index 34cf4e2269..c4dc7d32ad 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/notify.text.erb
+++ b/app/views/account_mailers/notify_shortlisted_mailer/notify.text.erb
@@ -1,14 +1,16 @@
Dear <%= @user.decorate.full_name %>,
-I would like to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
+I am pleased to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
-You are now required to use an external accountant to verify the commercial figures which were submitted in your application.
+You are now required to use an external accountant to verify the commercial figures which were submitted in your application. Instructions are below.
#Please do so by <%= @deadline_time %> on <%= @deadline_date %>.
-Please follow the steps below:
+##Important note: Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
- 1. Log into your King's Award account and download the External Accountant's Report form by following the link below:
+To begin the verification process, please follow the steps below:
+
+ 1. Log into your King's Awards for Enterprise account and download the External Accountant's Report form by following the link below:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
2. We recommend that you send the report to the accountant straight away, to agree timelines. Let them know if you will be providing revisions to the figures.
3. If relevant, in the External Accountant's Report, provide actual figures to replace or change the estimated figures submitted at the time of the application. If you make any revisions, you must sign the Applicant's Management Statement section in the report.
@@ -16,17 +18,19 @@ Please follow the steps below:
5. Log in and upload the External Accountant's Report to the King's Award online portal, “Verification of figures” page, by following the link below:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
-
Please note:
1. The External Accountants Report must be submitted by <%= @deadline_time %> on <%= @deadline_date %>. We cannot extend this deadline.
2. Failure to provide this return on time will mean that your application will not be considered at the next stage.
- 3. Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
+As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
-Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+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, The King's Awards for Enterprise Office
+
+---
+<%= render 'appendix_a' %>
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd.text.erb b/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd.text.erb
index 71d973d4cf..cfc29adc44 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd.text.erb
+++ b/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd.text.erb
@@ -3,15 +3,17 @@ Dear <%= @user.decorate.full_name %>,
Thank you for applying for a King's Award for Enterprise.
-I would like to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
+I am pleased to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
As you have provided estimated figures, you are now required to provide latest financial statements and VAT returns and, if applicable, an explanation of the variance between the estimates and the actuals.
#Please do so by <%= @deadline_time %> on <%= @deadline_date %>.
-Please follow the steps below:
+##Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
- 1. Log into your King's Awards for Enterprise dashboard and follow the steps to upload any latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
+To begin the verification process, please follow the steps below:
+
+ 1. Log into your King's Awards for Enterprise account and follow the steps on your dashboard to upload the latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
2. Check how the estimated figures you provided in section D of your application form compare with the actuals. If you do not have access to your application, you can download it from the King's Award for Enterprise account dashboard.
3. You will have to submit a separate variance explanation document if:
@@ -24,12 +26,15 @@ Please note:
1. These documents must be submitted by <%= @deadline_time %> on <%= @deadline_date %>. We cannot extend this deadline.
2. Failure to provide this return on time will mean that your application will not be considered at the next stage.
- 3. Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
-Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
+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, The King's Awards for Enterprise Office
+
+---
+<%= render 'appendix_a' %>
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd_with_actual_figures.text.erb b/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd_with_actual_figures.text.erb
index a8946ded69..ac87d0b4d7 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd_with_actual_figures.text.erb
+++ b/app/views/account_mailers/notify_shortlisted_mailer/notify_po_sd_with_actual_figures.text.erb
@@ -2,14 +2,18 @@ Dear <%= @user.decorate.full_name %>,
Thank you for applying for a King's Award for Enterprise.
-I would like to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
+I am pleased to inform you that your application for <%= @company_name %> has been shortlisted for a King's Award for Enterprise: <%= @award_type_full_name %>.
-Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
+##This is good news, but please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
-Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
+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, The King's Awards for Enterprise Office
+
+---
+<%= render 'appendix_a' %>
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/preview/_appendix_a.html.slim b/app/views/account_mailers/notify_shortlisted_mailer/preview/_appendix_a.html.slim
new file mode 100644
index 0000000000..303304a982
--- /dev/null
+++ b/app/views/account_mailers/notify_shortlisted_mailer/preview/_appendix_a.html.slim
@@ -0,0 +1,105 @@
+h1 style="font-size: 30px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Appendix A
+
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Annex A: Useful contacts
+
+h3 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Helping businesses access the finance they need
+
+p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | 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:
+
+ul style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ li
+ | Support from the UK Government
+ =< link_to "https://helptogrow.campaign.gov.uk/", "https://helptogrow.campaign.gov.uk/"
+ li
+ | British Business Bank (BBB)
+ =< link_to "https://www.british-business-bank.co.uk/", "https://www.british-business-bank.co.uk/"
+ li
+ | BBB Finance Hub
+ =< link_to "https://www.british-business-bank.co.uk/finance-hub/", "https://www.british-business-bank.co.uk/finance-hub/"
+ li
+ | Start-Up Loans
+ =< link_to "https://www.startuploans.co.uk/", "https://www.startuploans.co.uk/"
+ li
+ | Innovate UK
+ =< link_to "https://www.ukri.org/councils/innovate-uk/", "https://www.ukri.org/councils/innovate-uk/"
+ li
+ | Export advice
+ =< link_to "https://www.great.gov.uk/advice/", "https://www.great.gov.uk/advice/"
+ li
+ | UK Export Finance
+ =< link_to "https://www.gov.uk/government/organisations/uk-export-finance", "https://www.gov.uk/government/organisations/uk-export-finance"
+ li
+ | Growth Hubs (in England)
+ =< link_to "https://www.lepnetwork.net/growth-hubs/", "https://www.lepnetwork.net/growth-hubs/"
+
+h3 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Access advice and support to continue your business' success:
+
+ul style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ li
+ | Help to Grow: Management
+ =<> link_to "https://smallbusinesscharter.org/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.
+ li
+ | Get exporting and grow your business
+ =< link_to "https://exports.campaign.gov.uk", "https://exports.campaign.gov.uk"
+ li
+ | Business Support Helpline
+ =<> link_to "https://www.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.
+ li
+ | Small Business Commissioner
+ =<> link_to "https://www.smallbusinesscommissioner.gov.uk", "https://www.smallbusinesscommissioner.gov.uk"
+ | - for help with late payments.
+ li
+ | Innovate UK Business Growth
+ =<> link_to "https://www.innovateukedge.ukri.org", "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.
+ li
+ | Innovate UK Business Connect
+ =<> link_to "https://iuk.ktn-uk.org", "https://iuk.ktn-uk.org"
+ | - which helps connect ideas, people and communities to respond to global challenges and drive positive change through innovation.
+ li
+ | SME Climate Hub
+ =<> link_to "https://smeclimatehub.org/", "https://smeclimatehub.org/"
+ | - free tools and resources to help SMEs reduce emissions.
+
+h3 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Additional business support and awards
+
+ul style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ li
+ | Enterprise Nation
+ =< link_to "https://www.enterprisenation.com/", "https://www.enterprisenation.com/"
+ li
+ | Be The Business
+ =< link_to "https://www.bethebusiness.com", "https://www.bethebusiness.com"
+ li
+ | Made Smarter
+ =<> link_to "https://www.madesmarter.uk", "https://www.madesmarter.uk"
+ | - uniting UK manufacturers with the digital tools, innovation & skills to make an everyday business difference.
+ li
+ | Made in Britain
+ =< link_to "https://www.madeinbritain.co/", "https://www.madeinbritain.co/"
+
+h3 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Opportunities for Business - Government contracts
+
+p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Contracts Finder lets you search for information about contracts worth over £10,000 with the government and its agencies.
+ ul style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ li
+ | Contract finder
+ =<> link_to "https://www.gov.uk/contracts-finder", "https://www.gov.uk/contracts-finder"
+ | to bid on Government contracts
+
+p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Find a Tender service lets you find and apply for high-value contracts (usually above £118,000) in the UK .
+ ul style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ li
+ | Find a tender
+ =< link_to "https://www.gov.uk/find-tender", "https://www.gov.uk/find-tender"
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify.html.slim b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify.html.slim
index 2d264b88b6..e3a36a2576 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify.html.slim
+++ b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify.html.slim
@@ -2,20 +2,22 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
= "Dear #{@user.decorate.full_name},"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- = "I would like to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
+ = "I am pleased to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | You are now required to use an external accountant to verify the commercial figures which were submitted in your application.
+ | You are now required to use an external accountant to verify the commercial figures which were submitted in your application. Instructions are below.
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- = "Please do so by #{@deadline_time} on #{@deadline_date}."
+h1 style="font-size: 30px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ = "Please do so by #{@deadline_time} on #{@deadline_date}."
+
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Important note: Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Please follow the steps below:
+ | To begin the verification process, please follow the steps below:
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 1. Log into your King's Award account and download the External Accountant's Report form by following the link below:
+ | 1. Log into your King's Awards for Enterprise account and download the External Accountant's Report form by following the link below:
= link_to(users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer))
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
@@ -41,10 +43,10 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| 2. Failure to provide this return on time will mean that your application will not be considered at the next stage.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 3. Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
+ | As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+ | 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: 38px 0 38px 0;"
| Yours sincerely,
@@ -53,3 +55,5 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 38px 0 38px 0;"
| Nichola Bruno
br
| Head, The King's Awards for Enterprise Office
+hr style="border-top: 2px solid lightgrey;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd.html.slim b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd.html.slim
index 5536977d56..6b6764a5c1 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd.html.slim
+++ b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd.html.slim
@@ -5,20 +5,22 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
= "Thank you for applying for a King's Award for Enterprise."
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- = "I would like to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
+ = "I am pleased to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| As you have provided estimated figures, you are now required to provide latest financial statements and VAT returns and, if applicable, an explanation of the variance between the estimates and the actuals.
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- = "Please do so by #{@deadline_time} on #{@deadline_date}."
+h1 style="font-size: 30px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ = "Please do so by #{@deadline_time} on #{@deadline_date}."
+
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 30px 0 30px 0;"
+ | Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Please follow the steps below:
+ | To begin the verification process, please follow the steps below:
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 1. Log into your King's Awards for Enterprise dashboard and follow the steps to upload any latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
+ | 1. Log into your King's Awards for Enterprise account and follow the steps on your dashboard to upload the latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
br
= link_to(users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer))
@@ -44,10 +46,10 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| 2. Failure to provide this return on time will mean that your application will not be considered at the next stage.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 3. Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
+ | As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+ | 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;"
| Yours sincerely,
@@ -56,3 +58,5 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| Nichola Bruno
br
| Head, The King's Awards for Enterprise Office
+hr style="border-color: lightgrey; border-top-width: 2px;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"
diff --git a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd_with_actual_figures.html.slim b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd_with_actual_figures.html.slim
index fd09fe3f98..11e771d3f2 100644
--- a/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd_with_actual_figures.html.slim
+++ b/app/views/account_mailers/notify_shortlisted_mailer/preview/notify_po_sd_with_actual_figures.html.slim
@@ -5,13 +5,16 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
= "Thank you for applying for a King's Award for Enterprise."
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- = "I would like to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
+ = "I am pleased to inform you that your application for #{@company_name} has been shortlisted for a King's Award for Enterprise: #{@award_type_full_name}."
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Please do not make any public announcement of your shortlisted status now or at any time in the future. The assessment process is ongoing, and reaching this stage is not a guarantee of success.
+h1 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ | This is good news, but please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | Furthermore, as stipulated in (Section A2.3 - Agree to the outcome of the due diligence checks) in your application, the King's Awards Office will undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us.
+ | As stipulated in your application (Section A2.5 - Agree to the outcome of the due diligence checks), the King's Awards Office will also undertake due diligence checks with a range of government departments, agencies and public bodies. If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
+p style="font-size: 19px; line-height: 1.315789474; margin: 38px 0 38px 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;"
| Yours sincerely,
@@ -20,3 +23,5 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| Nichola Bruno
br
| Head, The King's Awards for Enterprise Office
+hr style="border-color: lightgrey; border-top-width: 2px;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"
diff --git a/app/views/content_only/post_submission/_shortlisted.html.slim b/app/views/content_only/post_submission/_shortlisted.html.slim
index 6ccc673b30..189faf168e 100644
--- a/app/views/content_only/post_submission/_shortlisted.html.slim
+++ b/app/views/content_only/post_submission/_shortlisted.html.slim
@@ -32,13 +32,13 @@
br
= link_to users_form_answer_path(award, format: :pdf), "target" => "_blank", "aria-label" => "Download application #{award.id} for #{award.award_type_full_name + ' Award'}", class: 'govuk-link' do
- | Download your aplication
+ | Download your application
ul.govuk-list.post-dashboard-actions
- if award.requires_vocf?
li
strong
- | Verification of commerical figures
+ | Verification of commercial figures
span.award-info.govuk-body
- unless award.audit_certificate.present?
span.pull-right
@@ -56,7 +56,9 @@
= link_to "View verification of commercial figures", users_form_answer_audit_certificate_url(award), class: 'govuk-link', "aria-label" => "View verification of commercial figures for #{award.id} #{award.award_type_full_name + 'Award'}"
- else
li
- = link_to "Download the external accountant’s report form", users_form_answer_audit_certificate_url(award, format: :pdf), "aria-label" => "Download the external accountant’s report form for #{award.id} for #{award.award_type_full_name + 'Award'}", class: 'govuk-link'
+ = link_to "Download the External Accountant's Report", users_form_answer_audit_certificate_url(award, format: :pdf), "aria-label" => "Download the external accountant’s report form for #{award.id} for #{award.award_type_full_name + 'Award'}", class: 'govuk-link'
+ li
+ = link_to "Download the Guide to Editing the External Accountant's Report Using Adobe Acrobat PDF Editor", guide_users_form_answer_audit_certificate_url(award, format: :pdf), "aria-label" => "Download the guide to editing the external accountant's report form using Adobe Acrobat PDF Editor", class: 'govuk-link', target: '_blank'
li
= link_to "Provide verification of commercial figures", users_form_answer_audit_certificate_url(award), class: "govuk-button govuk-!-margin-bottom-0", "aria-label" => "Provide verification of commercial figures for #{award.id} #{award.award_type_full_name + 'Award'}"
- elsif award.provided_estimates? # if award.requires_vocf?
diff --git a/app/views/content_only/post_submission/_shortlisted_advanced_info.html.slim b/app/views/content_only/post_submission/_shortlisted_advanced_info.html.slim
index e6397db948..4062f38498 100644
--- a/app/views/content_only/post_submission/_shortlisted_advanced_info.html.slim
+++ b/app/views/content_only/post_submission/_shortlisted_advanced_info.html.slim
@@ -23,20 +23,18 @@ details.govuk-details data-module="govuk-details"
| View detailed instructions for Innovation or International Trade Awards
.govuk-details__text
p.govuk-body
- | If you are shortlisted for Innovation or International Trade awards, please provide verification of commercial figures you provided in your application from an independent accountant.
-
- p.govuk-body
- | Follow the "Download the external accountant’s report form" link next to your shortlisted entries in the table on this page to download the Independent Accountant's Report form.
+ | If you are shortlisted for Innovation or International Trade awards, you must get an independent accountant to provide verification of the commercial figures that you submitted in your application.
p.govuk-body
ol
- li 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
- li If relevant, in the Independent Accountant's Report, provide actual figures to replace estimates submitted at the time of the application or make any other changes to the figures. If you make any revisions, you have to sign the Applicant's Management's Statement section in the report
- li Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed Independent Accountant's Report to the applicant
- li Log back to this online portal and follow the "Provide verification of commercial figures" button next to your Shortlisted entries.
+ li Download the 'External Accountant's Report Form' and the 'Guide to Editing the External Accountant's Report Using Adobe Acrobat PDF Editor' by clicking on the relevant links next to your shortlisted entries, which are listed below the instructions on this page.
+ li We recommend that you send the report and the guide to the accountant immediately so that you can agree on the timelines. Let them know if you will be providing revisions to the figures.
+ li In the External Accountant's Report, provide actual figures if they are different from the estimates submitted at the time of the application or if you made any other changes to the figures. If you make any revisions, you must sign the Applicant's Management's Statement section in the report.
+ li Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed External Accountant's Report to you.
+ li Log back in to this online portal and follow the "Provide verification of commercial figures" button next to your Shortlisted entries.
p.govuk-body
- ' Please upload the Independent Accountant's Report provided by the accountant, by
+ ' Please upload the External Accountant's Report provided by the accountant by
strong
= Settings.current_audit_certificates_deadline.decorate.formatted_trigger_time(bold: false)
diff --git a/app/views/users/audit_certificate_request_mailer/notify.text.erb b/app/views/users/audit_certificate_request_mailer/notify.text.erb
index 583f918c55..84915f54be 100644
--- a/app/views/users/audit_certificate_request_mailer/notify.text.erb
+++ b/app/views/users/audit_certificate_request_mailer/notify.text.erb
@@ -7,21 +7,30 @@ We are emailing to remind you that you have until
to provide verification of the commercial figures. These must be submitted via the External Accountant's Report by following the link below:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
-#We cannot extend this deadline.
+##We cannot extend this deadline.
If you do not submit your External Accountant's Report before the deadline, we will not have sufficient information to assess your application and it will be withdrawn.
-#Below is a reminder of the steps you need to take:
+##Below is a reminder of the steps you need to take:
- 1. Log into your King's Award account and download the External Accountant's Report form by following the link here:
+ 1. Log into your King's Awards for Enterprise account and download the External Accountant's Report form by following the link here:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
2. We recommend that you send the report to the accountant straight away, to agree timelines. Let them know if you will be providing revisions to the figures.
3. If relevant, in the External Accountant's Report, provide actual figures to replace or change the estimated figures submitted at the time of the application. If you make any revisions, you must sign the Applicant's Management Statement section in the report.
4. Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed External Accountant's Report to the applicant.
- 5. Log in and upload the External Accountant's Report to The King’s Award online portal, “Verification of figures” page, by following the link here:
+ 5. Log in and upload the External Accountant's Report to The King's Award online portal, “Verification of figures” page, by following the link here:
<%= users_form_answer_audit_certificate_url(@form_answer) %>
+##Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
+
+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.
+
+If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
Yours sincerely,
Nichola Bruno
-Head of The King’s Awards Office
+Head of The King's Awards Office
+
+---
+<%= render 'account_mailers/notify_shortlisted_mailer/appendix_a' %>
diff --git a/app/views/users/audit_certificate_request_mailer/preview/notify.html.slim b/app/views/users/audit_certificate_request_mailer/preview/notify.html.slim
index bbe7449fdd..99241994a9 100644
--- a/app/views/users/audit_certificate_request_mailer/preview/notify.html.slim
+++ b/app/views/users/audit_certificate_request_mailer/preview/notify.html.slim
@@ -4,9 +4,8 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
= "We are emailing to remind you that you have until"
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- = "#{@deadline_time} on #{@deadline}"
+h1 style="font-size: 30px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ = "#{@deadline_time} on #{@deadline}"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
' to provide verification of the commercial figures. These must be submitted via the External Accountant's Report by following the link below:
@@ -14,19 +13,17 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
= link_to users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer)
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- ' We cannot extend this deadline.
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ ' We cannot extend this deadline.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
' If you do not submit your External Accountant's Report before the deadline, we will not have sufficient information to assess your application and it will be withdrawn.
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- ' Below is a reminder of the steps you need to take:
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ ' Below is a reminder of the steps you need to take:
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 1. Log into your King's Award account and download the External Accountant's Report form by following the link here:
+ | 1. Log into your King's Awards for Enterprise account and download the External Accountant's Report form by following the link here:
= link_to(users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer))
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
@@ -39,13 +36,24 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| 4. Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed External Accountant's Report to the applicant.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 5. Log in and upload the External Accountant's Report to The King’s Award online portal, “Verification of figures” page, by following the link here:
+ | 5. Log in and upload the External Accountant's Report to The King's Award online portal, “Verification of figures” page, by following the link here:
= link_to(users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer))
+h2 style="font-size: 19px; font-weight: 500; line-height: 1.315789474; margin: 0 0 30px 0;"
+ | Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
+
+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: 38px 0 38px 0;"
+ | If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
p style="font-size: 19px; line-height: 1.315789474; margin: 38px 0 38px 0;"
| Yours sincerely,
br
br
| Nichola Bruno
br
- | Head of The King’s Awards Office
+ | Head, The King's Awards for Enterprise Office
+hr style="border-color: lightgrey; border-top-width: 2px;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"
diff --git a/app/views/users/audit_certificates/show.html.slim b/app/views/users/audit_certificates/show.html.slim
index 4673a6bfd4..1dfbfe9740 100644
--- a/app/views/users/audit_certificates/show.html.slim
+++ b/app/views/users/audit_certificates/show.html.slim
@@ -12,12 +12,17 @@ header.page-header.group class=('page-header-wider govuk-!-margin-bottom-0')
p.govuk-body Please continue with the following steps:
p
ol.govuk-list.govuk-list--number
- li = link_to("Download the External Accountant's Report form.", users_form_answer_audit_certificate_url(form_answer, format: :pdf))
- li 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.
- li If relevant, in the External Accountant's Report, provide actual figures to replace estimates submitted at the time of the application or make any other changes to the figures. If you make any revisions, you have to sign the Applicant's Management's Statement section in the report.
- li Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed External Accountant's Report to the applicant.
- li = "Log back to this online portal and follow the \"Verification of Commercial Figures\" link next to your Shortlisted entries. Please upload the External Accountant's Report provided by the accountant, by #{Settings.current_audit_certificates_deadline.decorate.formatted_trigger_time}.".html_safe
+ li
+ | Download the
+ = link_to("External Accountant's Report ", users_form_answer_audit_certificate_url(form_answer, format: :pdf))
+ | and the
+ = link_to("Guide to Editing the External Accountant's Report Using Adobe Acrobat PDF Editor", guide_users_form_answer_audit_certificate_url(form_answer, format: :pdf), target: '_blank')
+ li We recommend that you send the report and the guide to the accountant immediately so that you can agree on the timelines. Let them know if you will be providing revisions to the figures.
+ li In the External Accountant's Report, provide actual figures if they are different from the estimates submitted at the time of the application or if you made any other changes to the figures. If you make any revisions, you must sign the Applicant's Management's Statement section in the report.
+ li Once you make the revisions (if any), the accountant may perform their own relevant procedures and will return the completed External Accountant's Report to you.
+ li Log back in to this online portal and click the "Provide verification of commercial figures" button next to your Shortlisted entries.
br
+ p.govuk-body = "Please upload the External Accountant's Report provided by the accountant by #{Settings.current_audit_certificates_deadline.decorate.formatted_trigger_time}.".html_safe
= render "users/audit_certificates/upload_block", award: form_answer,
cert_exists: cert_exists
diff --git a/app/views/users/shortlisted_reminder_mailer/notify.text.erb b/app/views/users/shortlisted_reminder_mailer/notify.text.erb
index 70bacadd40..be28c0dc15 100644
--- a/app/views/users/shortlisted_reminder_mailer/notify.text.erb
+++ b/app/views/users/shortlisted_reminder_mailer/notify.text.erb
@@ -8,20 +8,29 @@ to provide the latest financial statements & VAT returns and, if applicable, an
<%= users_form_answer_figures_and_vat_returns_url(@form_answer) %>
-#We cannot extend this deadline.
+##We cannot extend this deadline.
If you do not submit the required latest financial information before the deadline, we will not have sufficient information to assess your application, and it will be withdrawn.
-#Below is a reminder of the steps you need to take:
+##Below is a reminder of the steps you need to take:
- 1. Log into your King's Awards for Enterprise dashboard and follow the steps to upload any latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
+ 1. Log into your King's Awards for Enterprise account and follow the steps on your dashboard to upload the latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
<%= users_form_answer_figures_and_vat_returns_url(@form_answer) %>
2. Check how the estimated figures you provided in section D of your application form compare with the actuals. If you do not have access to your application, you can download it from the King's Award for Enterprise account dashboard.
3. You will have to submit a separate variance explanation document if:
a) any of the actual figures have decreased by 10% or more. If this is the case, please explain the reasons for the difference.
b) the actuals include losses which were not previously stated on your application form. If this is the case, please explain the reasons for the losses and how your business remains financially viable.
+##Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
+
+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.
+
+If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
Yours sincerely,
Nichola Bruno
-Head of The King’s Awards Office
+Head of The King's Awards Office
+
+---
+<%= render 'account_mailers/notify_shortlisted_mailer/appendix_a' %>
diff --git a/app/views/users/shortlisted_reminder_mailer/preview/notify.html.slim b/app/views/users/shortlisted_reminder_mailer/preview/notify.html.slim
index 8ca7ab55ec..0d68ea5812 100644
--- a/app/views/users/shortlisted_reminder_mailer/preview/notify.html.slim
+++ b/app/views/users/shortlisted_reminder_mailer/preview/notify.html.slim
@@ -4,9 +4,8 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 30px 0 30px 0;"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| We are emailing to remind you that you have until
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- = "#{@deadline_time} on #{@deadline}"
+h1 style="font-size: 30px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ = "#{@deadline_time} on #{@deadline}"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| to provide the latest financial statements & VAT returns and, if applicable, an explanation of the variance between the estimates and the actuals. Please do this by following the link below:
@@ -14,19 +13,17 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
= link_to(users_form_answer_figures_and_vat_returns_url(@form_answer), users_form_answer_figures_and_vat_returns_url(@form_answer))
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- | We cannot extend this deadline.
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ | We cannot extend this deadline.
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| If you do not submit the required latest financial information before the deadline, we will not have sufficient information to assess your application, and it will be withdrawn.
-p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- strong
- | Below is a reminder of the steps you need to take:
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ | Below is a reminder of the steps you need to take:
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
- | 1. Log into your King's Awards for Enterprise dashboard and follow the steps to upload any latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
+ | 1. Log into your King's Awards for Enterprise account and follow the steps on your dashboard to upload the latest financial statements and VAT returns by following the “Provide the latest financial information” link here:
br
= link_to(users_form_answer_audit_certificate_url(@form_answer), users_form_answer_audit_certificate_url(@form_answer))
@@ -40,10 +37,21 @@ p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
br
| b) the actuals include losses which were not previously stated on your application form. If this is the case, please explain the reasons for the losses and how your business remains financially viable.
+h2 style="font-size: 19px; font-weight: 800; line-height: 1.315789474; margin: 0 0 30px 0;"
+ | Please do not make any public announcement of your shortlisted status now or at any time in the future. This is because the assessment process is ongoing, and reaching this stage is not a guarantee of receiving the Award.
+
+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: 38px 0 38px 0;"
+ | If you require further information on this, please contact us at kingsawards@businessandtrade.gov.uk or via 0800 4551 0081.
+
p style="font-size: 19px; line-height: 1.315789474; margin: 0 0 30px 0;"
| Yours sincerely,
br
br
| Nichola Bruno
br
- | Head of The King’s Awards Office
+ | Head, The King's Awards for Enterprise Office
+hr style="border-color: lightgrey; border-top-width: 2px;"
+= render "account_mailers/notify_shortlisted_mailer/preview/appendix_a"
diff --git a/config/locales/en.yml b/config/locales/en.yml
index 389063ab5a..6116969253 100644
--- a/config/locales/en.yml
+++ b/config/locales/en.yml
@@ -250,7 +250,7 @@ en:
shortlisted_notifier: "SHORTLISTED - INNOVATION & IT: Email notifying shortlisted applicants of their success, including Verification of Commercial Figures (External Accountant's Report) instructions."
shortlisted_po_sd_notifier: 'SHORTLISTED - PO & SD: Email notifying shortlisted applicants of their success - to those who provided estimated figures (asking for the latest financial statements & VAT returns submission instructions).'
shortlisted_po_sd_with_actual_figures_notifier: 'SHORTLISTED - PO & SD: Email notifying shortlisted applicants of their success - to those who provided actual figures.'
- shortlisted_audit_certificate_reminder: "SHORTLISTED REMINDER - INNOVATION & IT: Reminder for to submit Verification of Commercial Figures (External Accountant's Report) for shortlisted applicants who have not yet done so."
+ shortlisted_audit_certificate_reminder: "SHORTLISTED REMINDER - INNOVATION & IT: Reminder to submit Verification of Commercial Figures (External Accountant's Report) for shortlisted applicants who have not yet done so."
shortlisted_po_sd_reminder: 'SHORTLISTED REMINDER - PO & SD: Reminder to submit the latest financial statements & VAT returns for shortlisted applicants who have not yet done so.'
not_shortlisted_notifier: 'NOT SHORTLISTED : Email notifying unsuccessful applicants.'
diff --git a/config/routes.rb b/config/routes.rb
index f3a3239f08..70e8173ee0 100644
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -111,7 +111,9 @@
end
# shortlisted docs block
- resource :audit_certificate, only: [:show, :create, :destroy]
+ resource :audit_certificate, only: [:show, :create, :destroy] do
+ get "Guide-to-Editing-External-Accountants-Report-Using-Adobe-PDF-Editor", as: :guide, to: "audit_certificates#guide"
+ end
resource :figures_and_vat_returns, only: [:show] do
patch :submit, on: :member
end
diff --git a/lib/assets/Guide-to-Editing-External-Accountant's-Report-Using-Adobe-PDF-Editor.pdf b/lib/assets/Guide-to-Editing-External-Accountant's-Report-Using-Adobe-PDF-Editor.pdf
new file mode 100644
index 0000000000..d797b0128b
Binary files /dev/null and b/lib/assets/Guide-to-Editing-External-Accountant's-Report-Using-Adobe-PDF-Editor.pdf differ
diff --git a/spec/features/users/form_answers/audit_certificate_request_spec.rb b/spec/features/users/form_answers/audit_certificate_request_spec.rb
index 6314593a65..1f557ae7b5 100644
--- a/spec/features/users/form_answers/audit_certificate_request_spec.rb
+++ b/spec/features/users/form_answers/audit_certificate_request_spec.rb
@@ -28,9 +28,13 @@
it "should render page" do
expect_to_see "Verification of Commercial Figures"
expect(page).to have_link(
- "Download the External Accountant's Report form",
+ "External Accountant's Report",
href: users_form_answer_audit_certificate_url(form_answer, format: :pdf),
)
+ expect(page).to have_link(
+ "Guide to Editing the External Accountant's Report Using Adobe Acrobat PDF Editor",
+ href: guide_users_form_answer_audit_certificate_url(form_answer, format: :pdf),
+ )
end
end