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