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«The cor/cotr answer book»

When does the CO delegate ordering officer authority?What should the technical analysis include? Who should receive copies of the technical analysis?What is a warranty of merchantability?How can the COR anticipate, and therefore most effectively respond to, contractor requests?What must the COR be aware of when reviewing tracking and management systems?Recommending Rejection If Products Do Not Conform to RequirementsWhat is the COR's role in developing a negotiating strategy?What is the vision of the federal acquisition process?What does the COR typically do to provide technical assistance to the CO in the event of a performance failure?What are government warranty clauses?Task Order Documentation and Cost PlanWhat should be included in the COR's notification to the CO of possible contract termination?Why is it important to consider the scope of the contract?How are performance-based finance payments to be liquidated?What are the COR's communication and documentation responsibilities?What steps does the COR take to notify interested parties regarding contractor performance?What is the COR's role in contract closeout?What methods of government financing are available?What are the two general types of evaluation factors?SOLICITATION TECHNICAL ASSISTANCEHow does the COR determine whether services are personal or nonpersonal?What assistance may the COR be asked to provide in preparation for, and during negotiation of, a contract change?When is sealed bidding used as a solicitation method?What are indefinite delivery contracts?Why is the acceptance procedure important?Why does the COR need to read and understand the contract?What is a commercial activity?How does the COR provide assistance to the CO in receiving, processing, and evaluating proposals?How do inherently governmental functions relate to the COR's duties?What are contractors generally asked for in their response to the delay?When the COR recommends rejection of items received, what is the first step he or she must take?What is involved when monitoring technical compliance for noncommercial requirements?What information may not be given to bidders prior to the opening of a sealed bid?What else must the COR know about gratuities and gifts?What are the COR's responsibilities with regard to past performance information?What steps are involved in the review of the letter of designation?What are standards of performance? Why are they important?What does the COR do to assist the CO in resolving disputes?How does the COR notify the CO of the use of government property, and what property-related issues should the COR consider in his or her notification?What is a technical cost analysis?What is a market survey and why is it conducted?What are the types of contracts?When may acceptance be implied?What is the advantage of reviewing contractor reports or daily logs?Assisting the CO in Evaluating the Contractor's Reply to a Notice of RejectionAccepting the Payment Document for ProcessingWhat if market research information is not available?The Prebid or Preproposal ConferenceWhat is a contract financing payment?What is the preliminary meeting prior to the postaward orientation conference?What kind of information do progress reports include?What are the COR's record-keeping responsibilities during performance of the contract?What is fraud?What should the COR document?What information should a technical evaluation report include?What is government property?What are the criteria for determining when payments to the contractor are allowable under a contract?What steps are involved in monitoring statutory and regulatory requirements?What tasks will the COR need to perform to provide technical assistance during solicitation?What information might be included with the termination decision?REPORTING FRAUDWhen government property is no longer needed, what should theWhat if the CO finds elements of the PR missing or deficient?What is a delinquency notice?Planning for Contract AdministrationIn what cases might the CO ask the COR to investigate and resolve government property problems?What are the contractor's duties upon receiving a termination notice?What kind of documentation about an option should the COR develop and provide to the CO?Assisting the CO in Evaluating the Contractor's ResponseTermination and the COR's and Contractor's DutiesNoncommercial and Commercial Contract TerminationsWhat is the COR's role in monitoring cost reimbursement contracts?How does the COR assist the CO in making contract modifications?What information must a voucher include?Evaluating Contractor ResponsibilityHow does the COR assist the CO after notifying him or her of the delay?When must the notice of rejection be in writing?What is the preferred method of contract termination?What steps does the COR take in developing the technical evaluation plan?Using Past Performance Information and Evaluating and Documenting PerformanceCLAIMS AND DISPUTESWhat is included when inputting information in tracking systems?How does the CO determine whether to require bonds for a contract?What are the overall objectives of PBA?What is the commercial activities (CA) program?ETHICS AND INTEGRITYHow much time is allowed for acceptance?What is the COR's role in maintaining evaluations?What tasks does the COR need to perform to document a contractor's performance in the agency's past performance file?When does the government initiate financial monitoring?What funding clauses are related to the cost-reimbursement contract?What is a tradeoff analysis?Contract Termination and CloseoutWhat is the acquisition plan?How does the COR calculate the payment amount?In what instances may a CO decide not to hold a postaward orientation conference?Identifying the Actual Changes to the ContractGOVERNMENT PROPERTY CONSIDERATIONSNotifying the CO of the Technical Impact of the DelayWhat is a protest?What are the COR's primary tasks related to reviewing and recommending modifications?The Preliminary MeetingPURPOSE OF THIS BOOKWhat is the COR's role in payment authorization?What is an option?What is the uniform contract format?What kind of performance failures may occur during contract performance?The Postaward Orientation ConferenceWhat is an inherently governmental activity?What are the COR's responsibilities in the case of a claim?Who may identify a potential constructive change?What is ordering officer authority?What is the COR's role in resolving constructive changes?What is apparent authority?What are cost allowability factors?What is a claim?What are some typical indicators of fraud?What tasks will the COR need to perform to successfully authorize payments?What is the COR's role in the event of a protest?The Preaward SurveyWhat is the COR's role in protecting proposals from unauthorized disclosures?THE COMMERCIAL ACTIVITIES PROGRAMWhat are work packages?What tasks will the COR need to perform to successfully administer government property?What is market research?MONITORING THE CONTRACTOR'S PERFORMANCETHE FEDERAL ACQUISITION PROCESSWhat can the COR expect when the CO briefs the TEP?PrefaceHow does the COR document performance information?Recommending a work stoppage to the coWhat is cost monitoring?With whom should the COR have meetings and what are the basic benefits of such meetings?Notifying the co of Performance FailuresWhat are liquidated damages?CONSIDERING COMPETITION REQUIREMENTSWhat types of documentation should the COR use to document monitoring of contractor and government performance?What is actual authority?When the CO decides to authorize a stop work order, what is the COR's role?What can the COR or other government officials do if they are concerned that they may have violated the Procurement Integrity Act?What is the COR's role regarding remedies?What is the objective of discussions?CONTENT AND STRUCTURE OF THE BOOKWhat information should the COR provide the CO regarding recommended rejection?What is a stop work order? When are these orders issued by the government?If the contractor submits a proposal in response to a notice of rejection, what are the COR's resulting responsibilities?What is the COR's role in providing assistance to the CO on other terms and conditions and responsibility evaluation?What general criteria must the CO apply in determining whether to provide for government financing in the initial solicitation?DEVELOPING THE WORK PACKAGEWhat is a remedy?How are terminations of noncommercial contracts conducted?How does the COR help the CO determine the need for, and possible impact of, an option?How is contractor responsibility determined?What should be avoided, and what must be included, when creating a requirements document?CONTRACT MODIFICATIONSConduct of the Preliminary MeetingWhat is the COR's authority on a contract?What role does the COR play in evaluating available options?What is the commercial activities competitive process and who are the officials responsible for its execution?May the COR make a contract modification?What are reasonable costs?What tasks will the COR need to perform in order for a stop work order to be issued?Why is it important to resolve identified problems before the contractor begins work?What is the role of the SOW in the contract?Assisting the co in Resolving DisputesWhat must be done to close out a contract?When is a contract considered closed?What are the criteria for providing government financing for noncommercial contracts?How does a contractor notify the government when it has a problem that could result in an equitable adjustment or a claim, and how does the government respond to this notification?What should the COR do in the case of major nonconformance?What is past performance information?How does the COR respond to contractor requests for information or action?Why Terminate a Contract?DEVELOPING THE ACQUISITION PLANWhat types of payments are applicable to commercial item purchases?Evaluating Available OptionsWhat is a constructive change?What format should the notice of change follow?What ethical principles apply to the COR, and why are these principles important?What are commercial requirements?What does the COR do to close out the contract file?What steps does the CO take in planning and conducting the pre-bid or preproposal conference?What other means of designation do agencies use to outline the duties of a COR?What are warranties?ProtestsWhat kind of analysis or recommendations should the COR provide to the CO?What are the five sample rating factors and their associated scores?When is a proposed change considered to be within the scope of the contract?What should be considered when determining if a change is outside the scope of the contract?What are the goals of the federal acquisition process?Evaluating Past PerformanceThe Discussion PaperWhat government property issues may arise after a solicitation has been issued?Fixed Price ContractsWhat is the federal acquisition process?What is the postaward orientation conference report?How is the COR's role in documenting past performance significant to future source selections?What tasks must the COR perform to successfully perform monitoring actions as authorized by the CO?CONDUCTING MARKET RESEARCHWhat is a technical analysis?What is the COR's role in monitoring fixed price contracts?What is the source of the COR's authority?What are the tasks the COR will need to perform with regard to delays?What is a requirements document?What is market research, and why is it important? How are market data classified?What is the COR?What will the COR need to do to process an option?Payments under Noncommercial Item contractsWhat is the basis for rejection of an unsolicited proposal?What ethical concerns and issues of integrity are relevant to the COR's work?What general guidance on ethics does the FAR provide?What and where is the point of acceptance?What are the prescribed bases for performance-based payments and how are they established?How does a dispute become a claim?What kinds of communication does the COR have with subcontractors?What steps does the COR take in processing a payment?What is the agency past performance file?Providing Technical Assistance to the COPreaward Inquiries, Technical Advice, and ConfidentialityWhen a breach of contract has been identified, what should the COR provide to the CO?What are the methods by which a bidder may file a protest?What is the COR's role with regard to contractor requests during performance of the contract?Why is a timely response to contractor requests important?What are evaluation factors, and what is the COR's role in preparing them?Notifying the CO of Potential DisputesWhat is government policy regarding advance payments for noncommercial item contracts?What are the advantages of onsite visits?What are unsolicited proposals?Identifying and Verifying a Delay in Performance Under the contractSTOP WORK ORDERSWhat are the COR's roles on the contract with regard to government property?Why is it important to track planned or budgeted expenses?How does the COR help the CO track progress on the contract?What information should be included in the purchase request?What types of contracts may be used with sealed bidding?When may onsite visits not be necessary?What is the gratuities clause?What other responsibilities might the COR have during closeout?How does the COR coordinate funding information with the contracting office before solicitation to determine if funds are available for the government to enter into a contract?What report does the TEP provide the CO?EVALUATION AND SOURCE SELECTION TECHNICAL ASSISTANCETHE COR'S DUTIESMonitoring Statutory and Regulatory ComplianceWhat should the source selection team take into account when evaluating past performance?Inspecting Products or ServicesWhat does the presolicitation phase of the contracting process involve?What type of contract is used for a single award?What is the technical direction clause?What are the potential conditions under which a stop work order might be issued?How does the COR help conduct a risk analysis?Why should the COR carefully review and accept or reject delegated duties in the letter of designation?Assisting the co in Processing Formal claimsWhat are the criteria for providing government financing for commercial contracts?What is the advantage of sealed bidding?What is a letter contract?Ordering Officers and Task MonitorsPayments under Commercial Item ContractsWhat two steps should the COR take before submitting the work package to the CO?Reviewing the ContractWhat is the purpose of the postaward orientation conference?May the COR issue instructions to stop work?What selection criteria does an agency use to select the COR?What is the COR's role regarding inquiries or requests for information from contractors?What is the postaward orientation conference or start of work meeting?Monitoring Contract PerformanceSTANDARDS OF PERFORMANCEFinancial MonitoringWhat steps are involved in monitoring financial conditions?What are allocable costs?What is the contractor's performance responsibility?Termination ProceedingsWhat are some available alternatives to termination the CO and COR may consider?What are some of the different types of incentives that can be used in PBA?TERMINATIONWhy is careful monitoring of a contractor's performance essential?How does the SOW relate to measuring contractor performance?What is the COR's role in fielding preaward inquiries and providing technical responses and advice on other issues to the CO?What may the government do when a breach of contract occurs?What are some examples of performance standards?NegotiationWhat types of market research should the COR consider conducting?What typical occurrences require the COR to communicate with the CO?What evaluation factors are used in a negotiated procurement?What steps does the COR take in identifying and verifying a delay in performance under the contract?What does the COR need to do to prepare for the preliminary meeting?What is financial monitoring?Why must the COR avoid conflicts of interest?What should the COR do in the case of minor nonconformance?What are the three steps the COR should follow in performing his or her inspection and acceptance duties?What usually takes place at the postaward orientation conference, and what should the COR prepare before the conference?What procurement integrity requirements apply to the COR?What are negotiations, and what are discussions?What key terms does the COR need to be familiar with regarding modifications?What types of bonds are available for the CO's consideration?What methods of payment may the CO select?How should a COR notify the CO after identifying a potential constructive change?What are the advantages of negotiation as a solicitation method?What are noncommercial requirements?What are advisory and assistance services, and how are they classified?Assisting the CO in Negotiating the ModificationHow are individual costs monitored?What tasks will the COR need to perform during the postaward orientation period?What does the contract file include?What is task order contracting?What is an allowable cost?What is a delay?What is the COR's role in the contract modification process?What is a cure notice?What authority may be delegated to the COR?How does the COR determine if government property should be used on the proposed procurement and what government property should be used?When should the COR not proceed with a contract modification?What is government policy regarding performance-based payments?Documenting Performance InformationWhen may final payment be made to a contractor?The Federal Acquisition ProcessPreparing the Technical Evaluation ReportWhat tasks does the COR perform during the evaluation and source selection phase?When may government property be commingled with the contractor's property?Calculating the Payment AmountWhat monitoring functions are CORs routinely delegated?What is the COR's role in assisting the CO with termination proceedings?What tasks will the COR need to perform regarding remedies?How does the COR perform market research?What is a product description, and what are the different types of product descriptions?Determining How to Document Monitoring ActionsWhat should a claims file include?What is a surveillance plan, and what is the COR's role in developing it?What are some good practices for the COR to follow in maintaining the contract file?What is performance-based acquisition (PBA)?REMEDIESTHE COR'S DELEGATED DUTIESSingle- and Multiple-Award Task Order ContractsHow does the COR assist in identifying acquisition-related needs from program and project plans?DELAYSWhat does the COR do to prepare the task order and associated documents?What criteria are used in selecting negotiation as a solicitation method?What is the overall role of the COR in monitoring the contract?What are the most important items in the contract for the COR to review?Interpreting Technical RequirementsWhat are wage determinations?CONTRACT FUNDAMENTALSWho attends the preliminary meeting?How does a notice of rejection affect the contractor's delivery schedule?What is a warranty for a particular purpose?What constitutes a violation of a federal statute during contract performance?What are delinquency notices?What is the COR's role in providing information on the effect of a contract change on cost or price? How can contract changes be classified?Maintaining EvaluationsWhy is it important to prepare a good SOW?When is nonconformance determined?What is a payment?What is forbearance?What is the COR's role at the postaward orientation conference?What is termination for convenience, and when does it occur?What should be included in minutes of meetings?What is a termination for default (or cause), and when does it occur?Should the COR investigate his or her suspicions of fraud or other illegal activity?How does the COR prepare a discussion paper?What other terms do some agencies use in place of "COR"?What are some key terms the COR needs to know to successfully carry out his or her property administration duties?Determining the need for Additional supplies, services, or timeWhat must the CO do, and what must he or she consider, when working on a multiple-award task order contract?The Contracting Officer's Representative and Contract FundamentalsRecord-Keeping and the Contract FileHow can agency be terminated?What is an independent contractor, and what is an agent?When does the transfer of ownership occur?What does the CO expect from the TEP evaluation?What qualities are considered in the evaluation of an unsolicited proposal?What is the COR's role in exercising an option?Task Order ContractingHow does the COR document inspections?What kinds of disputes often develop into claims?The COR and Past Performance InformationWhat is the COR's role in issuing a stop work order?What is the purpose of contract closeout?What is a wrongful termination for default?What should the COR know about conducting past performance surveys?Who is authorized to exercise an option on a contract?How does the COR prepare the COR workplan?What are some strategies that the acquisition team can use to meet these standards of performance?What is involved in monitoring technical compliance for commercial requirements?Identifying Potential Conditions Under Which a Stop Work Order Might Be IssuedWhen may a CO accept an unsolicited proposal on a sole source basis?What factors must the COR consider when rejecting nonconforming supplies or services?Notification of Contract TerminationAgency and AuthorityWhat is prompt payment?Government FinancingWhat are some circumstances that can prompt a change to the contract?What are time-and-materials and labor, hour contracts, and what are the risks involved in using these contracts?PQSTAWARD ORIENTATIONHow is the postaward orientation conference documented?What is the COR's role in a contract termination action?What is partial payment?What criteria must an unsolicited proposal meet to be valid?What is the COR's role in planning the conference?How are CORs selected and designated?What are recoverable expenses?What is the COR workplan, and when should it be developed? What are the COR's responsibilities with regard to the plan?What tasks does the COR perform to develop a work package?What terms or roles can be confused with those of the COR?Delinquency NoticesWhat are the phases, steps, and functions of the federal acquisition process?What is the COR's role in commercial activities?KEY TERMSWhat are excusable delays?What are the main reasons the government may choose to discontinue a contract?Contract Type SelectionMonitoring the Disposition of Government PropertyWhat is the COR's role in interpreting technical requirements?What are debriefings? When are they conducted? What is the COR's role in them?Supervising the Initial Transfer of Government PropertyWhat evaluation factors are used in sealed bidding?What steps should the COR take in preparing the technical evaluation report?When are cost reimbursement contracts typically used, and what is the risk involved?What should the COR take into consideration when determining whether to accept supplies or services?Assisting the CO with NegotiationsWhen is a letter of designation used?Cost MonitoringWhat is the formal protest process?What are the major goals of the postaward orientation period?SPECIAL CONSIDERATIONS WHEN CONTRACTING FOR SERVICESWhat is an agreement?What is the allowable cost and payment clause?What tasks will the COR need to perform in providing technical assistance during the presolicitation phase?What may a COR review of contractor requests reveal?How does the COR select the monitoring techniques to be used?Why use trip reports? What should be included in them?What documents can be consulted when monitoring total costs in a cost-type contract?Negotiations and DiscussionsWhat is a contract?Responding to Requests from ContractorsTHE COR'S AUTHORITYIn what areas of contract administration are CORs usually assigned duties and responsibilities?THE CQR WQRKPLANWhen are phone calls best used in monitoring performance?Administering the ContractThe Postaward Orientation ConferenceRecommending Acceptance if Products Conform to RequirementsWhat are the three types of competition?What steps are involved in monitoring contractor performance?What market research information regarding a proposed option should the COR submit to the CO?When is a preaward survey typically conducted?What is the COR's role in conducting the past performance survey?In establishing a contract file, what must the COR consider?What role does the COR play in assisting in contract type selection?Noncommercial Contract TerminationsSealed BiddingWhat is a preaward survey?What may GAO recommend when a protest is filed?What are negotiation objectives?Planning for the AcquisitionWhat should the COR do if he or she suspects that fraud or other civil or criminal offenses have been committed during the performance of the contract?Standard competitionWhat is the contractor's task cost plan?What is an interested party?What is alternative dispute resolution?Streamlined competitionWhat rules of conduct does the COR need to follow when making an onsite visit?Communication and Documentation DutiesDebriefingsWhat is the COR's role if there are differences between the submitted invoice and the amount the government will pay?Why is it important to be aware of limits on communications with contractors?What are latent defects?What is an invoice payment?What are the general duties of a COR?What is the Contract Disputes Act of 1978?Inspection and AcceptanceHow does the COR monitor the contractor's use of government property?When does the government assume responsibility for damages?How are terminations conducted under commercial contracts?What is the Service Contract Act?What is the technical evaluation panel?What are the COR's performance objectives as a member of the contracting team?What is the COR's role in financing and bond needs assessment?Winning the competitionTo whom should the COR report any suspicions of fraud or other civil or criminal offenses?Determining What Functions Need to Be MonitoredHow are postaward orientation conferences used to brief the contractor on, and prevent, fraud or other civil or criminal offenses?What are the available methods of soliciting offers?What if the COR is not asked to maintain a contract file?What are required supply sources?The Significant Milestone MemorandumWhat is the COR's role in conducting a preaward survey?When does the Service Contract Act apply, and when does it not apply?What are the types of cost reimbursement contracts?What should the COR do if the contractor disagrees with the amount the government proposes to pay?About the AuthorWhat types of documents are considered to be evidence of final inspection or acceptance?What is included in R&D contract reports?Assisting the co in Issuing the stop work orderWhat general guidance should the COR follow in making the determination of whether service contracts are personal or nonpersonal?What are concurrent or commingled delays?THE CONTRACTING OFFICER'S REPRESENTATIVEHow do the quality of requirement definition and the level of potential risk help determine the contract type that will be used?What is an "inherently governmental function"?What is a waiver in the case of a termination?What is "agency"?What is ratification?What techniques does the COR use to monitor the contract?Termination for convenience and termination for DefaultWhat are mandatory sources and what type of contract is typically used to acquire services or supplies from these sources?Researching the Market for the Latest Pricing InformationWhat acquisition background information and objectives should the COR provide when he or she assists in preparing the acquisition plan?What is the COR's role in making wage determinations?What kind of documentation should be created when making phone calls?What is a prebid or preproposal conference?What are the differences between single- and multiple-award task order contracts?CLOSEOUTHow and when does a contractor notify the CO of a potential constructive change?Notifying Interested Parties Regarding Contractor PerformanceWhat are other useful sources of ethical guidance?What should the COR do if he or she thinks work should be stopped?What are the exceptions to full and open competition?Why use required reports? Who prepares them?When should advisory and assistance services be used, and in what situations can they not be used?What are the government's rights with regard to contract termination?What are the requirements for proper documentation of communications?AcknowledgmentsWhen is a single award made?When may nonconformance be accepted?What is a letter of forbearance? When is it issued?What are the types of delays?Preparing the Technical Analysis and Notifying the CO That a Technical Analysis Has Been PreparedOPTIONSPRESQLICITATIQN TECHNICAL ASSISTANCEWhat must the COR do to encourage government offices to provide the appropriate information when determining the government's needs?Who is the chairperson for the preliminary meeting?Who should keep the minutes? To whom should they be distributed?What tasks will the COR need to perform to validate delegated duties, establish and maintain files, and plan for the performance of COR responsibilities?How may a contractor reply to a notice of rejection?When is a technical evaluation plan not required?The Technical Evaluation PanelPreaward Technical AssistanceWhat is the FAR's policy on administration of government property?Why does the COR need to document and report meaningful communications with the contractor?What tools are best used to monitor schedule compliance?What should be included in memorandums to the file?What is the COR's role in supervising the initial transfer of government property?What are gross mistakes amounting to fraud?Monitoring the Contractor's Use of Government PropertyReviewing Contractor RequestsWhat is the COR's role when an unsolicited proposal is received?What must the notice of rejection include?Selecting the Techniques Used for MonitoringWhat do production contract reports include?What are the elements of a PBA?What should the COR do with his or her files upon closeout?Other Contract TypesWhat is a show cause notice?What are the differences between noncommercial and commercial contract terminations?What are the elements of a letter of designation?What does the Procurement Integrity Act restrict?Commercial Contract TerminationsWhat is the COR's role in reviewing the task cost plan?What is past performance, and how is it used to evaluate contractors?What techniques are used to monitor individual costs?What tasks will the COR need to perform to successfully inspect contractor delivery or performance and to inform the CO when accepting or rejecting deliverables?ADMINISTRATION OF GOVERNMENT PROPERTYUnsolicited ProposalsWhat sources of information can assist the COR in identifying these acquisition-related needs?What responsibilities will the COR need to carry out when working with task order contracts?Why is the maintenance of the contract file so important?What are the sample rating areas the COR may use to rate contractor performance?What does the COR do if the CO determines the change is permissible?How is the Procurement Integrity Act enforced, and what penalties can be imposed for violating it?What is a dispute?Why is correspondence a good method of documentation?What are the warning signs of a potential dispute?COORDINATING FUNDING INFORMATIONWhat are task monitors and when does the CO appoint them?What are the differences between formal and informal communications with a contractor?When should a COR be selected and designated for a contract?Documenting the Option in the COR Contract File and Providing Written Data to the COWhen must a multiple award be made?Why use telephone records? What should be included in them?Cost Reimbursement ContractsWhat are the differences between requirements for services and requirements for supplies?In a negotiated procurement, what information may not be given to the contractor prior to an award?What are the types of fixed price contracts and what is the role of risk in each?PAYMENTSELECTION OF THE CORContract Monitoring, Inspection, and AcceptanceIdentifying the Need to Change the ContractWhat are the elements of a contract?What conditions can lead to disputes under a contract?What is the COR's role in the event of negotiations?What is an independent government cost estimate?What techniques are used to monitor technical compliance?What is a statement of work?What types of invoices can a contractor submit?What are typical agenda items for the preliminary meeting?How does the COR help the CO process formal claims?
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