Add engagement authorization, remove price headers from intake pages, fix duplicate emails
- Add clickwrap authorization checkbox to fcc-compliance, state-puc, neca-ocn order pages - Store engagement_accepted_at/ip/version in compliance_orders (migration 074) - Add 499-A past-due/multi-year eSign engagement letter generator - Gate 499-A handler on engagement signature for past-due/multi-year orders - Remove price/tax/fee headers from all 19 intake pages (post-payment only) - Fix duplicate confirmation email for compliance_batch orders - Add USAC past-due fee negotiation research doc Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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justin
parent
6171c64b90
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cbfb8d6091
29 changed files with 602 additions and 52 deletions
193
scripts/document_gen/templates/engagement_letter_499a.py
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scripts/document_gen/templates/engagement_letter_499a.py
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"""Generate a 499-A engagement letter for past-due/multi-year refiling.
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Produces a DOCX engagement letter that the client must eSign before
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we begin work on revised 499-A filings for prior years.
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"""
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from __future__ import annotations
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import os
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from datetime import date
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from typing import Optional
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def generate_engagement_letter(
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*,
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entity_name: str,
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frn: str = "",
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contact_name: str = "",
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contact_email: str = "",
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filing_years: list[int] | None = None,
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fee_description: str = "",
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order_number: str = "",
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output_path: str,
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) -> str:
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"""Generate the engagement letter DOCX. Returns the output path."""
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from docx import Document
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from docx.shared import Pt, Inches, RGBColor
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from docx.enum.text import WD_ALIGN_PARAGRAPH
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NAVY = RGBColor(0x1A, 0x27, 0x44)
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GREEN = RGBColor(0x05, 0x96, 0x69)
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today = date.today()
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today_str = today.strftime("%B %d, %Y")
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years_str = ", ".join(str(y) for y in (filing_years or [today.year]))
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doc = Document()
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for s in doc.sections:
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s.top_margin = Inches(1)
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s.bottom_margin = Inches(1)
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s.left_margin = Inches(1.25)
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s.right_margin = Inches(1.25)
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# Header
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tp = doc.add_paragraph()
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tp.alignment = WD_ALIGN_PARAGRAPH.CENTER
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tr = tp.add_run("Engagement Letter")
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tr.font.size = Pt(16)
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tr.bold = True
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tr.font.color.rgb = NAVY
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sp = doc.add_paragraph()
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sp.alignment = WD_ALIGN_PARAGRAPH.CENTER
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sr = sp.add_run("FCC Form 499-A Revenue Audit & Revised Filing")
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sr.font.size = Pt(11)
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sr.italic = True
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sp.paragraph_format.space_after = Pt(16)
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def _p(text: str, bold: bool = False, size: int = 11) -> None:
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p = doc.add_paragraph()
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p.paragraph_format.space_after = Pt(6)
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r = p.add_run(text)
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r.font.size = Pt(size)
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r.bold = bold
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def _h(text: str) -> None:
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p = doc.add_paragraph()
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p.paragraph_format.space_before = Pt(12)
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p.paragraph_format.space_after = Pt(4)
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r = p.add_run(text)
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r.font.size = Pt(12)
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r.bold = True
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r.font.color.rgb = NAVY
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_p(f"Date: {today_str}")
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_p(f"Client: {entity_name}", bold=True)
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if frn:
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_p(f"FCC Registration Number (FRN): {frn}")
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if contact_name:
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_p(f"Contact: {contact_name}" + (f" ({contact_email})" if contact_email else ""))
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if order_number:
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_p(f"Order Reference: {order_number}")
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_h("1. Scope of Services")
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_p(
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f"Performance West Inc. (\"PW\") will provide the following compliance "
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f"consulting services for {entity_name} (\"Client\"):"
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)
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_p(
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f" a) Revenue audit of Client's FCC Form 499-A filings for calendar "
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f"year(s) {years_str} to identify potential revenue misclassifications "
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f"affecting the Universal Service Fund (USF) contribution base."
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)
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_p(
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f" b) Preparation and submission of revised FCC Form 499-A filings "
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f"for the identified calendar year(s) with corrected revenue classifications."
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)
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_p(
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f" c) Evaluation of Client's eligibility for de minimis exemption "
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f"under 47 CFR \u00a7 54.708."
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)
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_p(
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f" d) Assistance with USAC billing dispute documentation and "
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f"payment plan applications, if applicable."
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)
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_h("2. Fee Structure")
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if fee_description:
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_p(fee_description)
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else:
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_p(
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f"PW's fee for these services is $499 per calendar year of revised "
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f"filing, totaling ${499 * len(filing_years or [today.year])} for "
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f"{len(filing_years or [today.year])} year(s)."
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)
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_p(
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"Payment is due upon engagement. This fee covers the revenue audit, "
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"revised form preparation, and submission. Government filing fees, "
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"if any, are the Client's responsibility and will be disclosed "
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"before submission."
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)
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_h("3. Authorization")
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_p(
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f"Client hereby authorizes PW to prepare and submit revised FCC "
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f"Form 499-A filings on Client's behalf for the calendar year(s) "
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f"identified above. Client understands that PW will submit these "
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f"forms to the Universal Service Administrative Company (USAC) "
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f"using the Client's Filer ID and FRN."
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)
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_h("4. Not Legal Advice")
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_p(
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"PW is a compliance consulting firm, not a law firm. The services "
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"described in this letter constitute regulatory form preparation "
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"and compliance consulting, not legal advice or legal representation. "
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"PW does not provide legal opinions, represent clients before the "
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"FCC in adjudicatory proceedings, or create an attorney-client "
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"relationship."
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)
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_p(
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"If Client requires legal representation before the FCC (e.g., "
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"appeals under 47 CFR \u00a7 54.719, waiver requests, or enforcement "
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"proceedings), PW will refer Client to a qualified telecommunications "
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"attorney."
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)
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_h("5. Client Responsibilities")
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_p(
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"Client certifies that all information provided to PW is accurate "
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"and complete to the best of Client's knowledge. Client understands "
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"that FCC Form 499-A filings carry a certification of accuracy and "
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"that false statements may result in penalties under 18 U.S.C. \u00a7 1001."
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)
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_p(
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"Client agrees to provide PW with access to revenue records, "
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"financial statements, and other documentation reasonably necessary "
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"to perform the revenue audit and prepare revised filings."
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)
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_h("6. Limitation of Liability")
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_p(
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"PW's liability under this engagement is limited to the fees paid "
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"by Client for the services described herein. PW is not responsible "
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"for penalties, interest, or other charges assessed by USAC or the "
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"FCC, whether arising from prior filings, revised filings, or any "
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"other cause."
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)
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_h("7. Term")
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_p(
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"This engagement begins upon signature below and continues until "
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"the revised filings have been submitted to USAC, or until "
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"terminated by either party with written notice."
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)
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# Signature block
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doc.add_paragraph()
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_p("AGREED AND ACCEPTED:", bold=True)
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doc.add_paragraph()
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_p(f"Client: {entity_name}")
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_p("Signature: ____________________________________")
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_p("Name: ____________________________________")
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_p("Title: ____________________________________")
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_p(f"Date: {today_str}")
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doc.add_paragraph()
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_p("Performance West Inc.")
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_p("525 Randall Ave Ste 100-1195, Cheyenne, WY 82001")
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_p("1-888-411-0383 | info@performancewest.net")
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doc.save(output_path)
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return output_path
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