Appendix G Invitation to Tender
Invitation to Quote
The Impact of 'Learning for Sustainability' on Educational Outcomes – Literature Review
Social Research Scottish Government
To: All suppliers
Invitation To Quote For A Literature Review of The Impact of 'Learning For Sustainability' on Educational Outcomes
You are invited by the Scottish Ministers to quote for the provision of the research services detailed in the attached brief documentation. Your quotation should be submitted via Public Contracts Scotland by 12 pm on 28 September 2018. It is the responsibility of all suppliers to ensure that their quotation response is received no later than the appointed time. The Scottish Government may undertake not to consider quotations received after that time.
The Scottish Government is not bound to accept the lowest priced or any quote and shall not be bound to accept the supplier as sole supplier. Further information on the evaluation methodology can be found in the Instructions for Tenderers at Schedule
1. Prices quoted shall be deemed to be exclusive of VAT and shall remain firm for the duration of the contract.
The quotation will be evaluated using the following criteria and weightings:
By providing us with a quotation you agree to be bound by the Scottish Government Terms and Conditions (SGTC2) which will apply to any contract awarded to you after you have provided us with our quotation.
Enquiries and returns regarding this Invitation to Quote should be sent to: Learning Analysis, Area 2A North, Victoria Quay, Edinburgh EH6 6QQ.
Social Research Scottish Government
Instructions for Tenderers
1. It is the responsibility of the tenderer to obtain for themselves at their own expense any additional information necessary for the preparation of their tender.
2. All information supplied by the Scottish Ministers in connection with the Invitation to Tender shall be treated as confidential by tenderers except such information that may be disclosed for the purpose of obtaining sureties and quotations necessary for the preparation and submission of the tender.
3. All information requested should be provided on the Tender Schedules enclosed (additional sheets may be used if required, but all information should be provided in the order and format of theSchedules).
4. Tenderers may submit a tender using their own text creation facilities. However the content and layout must be identical to the Scottish Government version of the relevant sections of the tender, and must be in the same order.
5. Tenderers must submit their completed tenders via the PCS Quick Quote Portal for this opportunity. Please note that large electronic files take time to download and tenderers should ensure that sufficient time is allowed for this to be done. The speed with which submissions are made are dependent on the size of the document and inclusion of graphics, logos, photographs etc. should be omitted wherever possible.
6. All information submitted to the Scottish Ministers may need to be disclosed and/or published by the Scottish Ministers. Without prejudice to the foregoing generality, the Scottish Ministers may disclose information in compliance with the Freedom of Information (Scotland) Act 2002, (the decisions of the Scottish Ministers in the interpretation thereof shall be final and conclusive in any dispute, difference or question arising in respect of disclosure under its terms), any other law, or, as a consequence of judicial order, or order by any court or tribunal with the authority to order disclosure.
7. Further, the Scottish Ministers may also disclose all information submitted to them to the Scottish or United Kingdom Parliament or any other department, office or agency of Her Majesty's Government in Scotland or the United Kingdom, and their servants or agents. When disclosing such information to either the Scottish Parliament or the United Kingdom Parliament it is recognised and agreed by both parties that the Scottish Ministers shall, if they see fit, disclose such information but are unable to impose any restrictions upon the information that they provide to Members of the Scottish Parliament, or Members of the United Kingdom Parliament; such disclosure shall not be treated as a breach of this agreement.
8. Accordingly, if you consider that any of the information included in your Tender is commercially confidential please identify it and explain (in broad terms) what harm might result from disclosure and/or publication if a request is received, and the time period applicable to that sensitivity. It should be remembered though
that, even where you have indicated that information is commercially sensitive, Scottish Ministers may be required to disclose it under the Act if a request is received. Receipt by the Scottish Ministers of any material marked "confidential" or equivalent should not be taken to mean that the Scottish Ministers accept any duty of confidence by virtue of that marking. You will be notified if we receive a request for disclosure of any of the information you have identified as commercially sensitive. If you consider none of the information in your tender to be commercially confidential, please make a statement to that effect.
9. Scottish Ministers may publish, on the Scottish Government website, the names and contact details of companies who have been issued with an Invitation to Tender.
10. The Scottish Ministers reserve the right to reject any tender which, in their opinion, does not comply with the Specification of Requirements.
11. Please note that the responses to any questions raised during the tendering period will be circulated to all tenderers via PCS). The closing date for raising questions is noon on 19 September 2018. The Scottish Government will circulate answers to all tenderers not later than 20 September2018.
12. All enquiries should be submitted via the PCS Quick Quote Portal.
13. The successful tenderer will be selected on the basis of the most economically advantageous bid, throughout the tender process as a whole, having regard to the price and quality of the proposals against defined evaluation criteria. A Price Quality Ratio (PQR) will be used in the tender evaluation. The ratio will be 60:40 in favour of quality.
14. Schedule 3 will form the basis of the quality evaluation. Schedule 4 will form the basis of the price evaluation. Further information on how tenders will be evaluated is set out in Box 1, below.
Box 1 – Evaluation
The aim of the evaluation is to select the tender which represents the best overall value for money. A Combined Score will be determined based on the following Quality/Price Ratio:
Quality (Technical Proposals): 60% Price: 40%
A tender evaluation panel representing Scottish Government stakeholders will be set up to evaluate tenders. Each evaluator will evaluate every submission in isolation of the other evaluators. Each evaluator will award a score between 0 and 4, based on the evidence submitted in the tender proposal and any relevant attachments in response to each question and in accordance with the following methodology.
|0 - Unacceptable
|Nil or inadequate response. Fails to demonstrate an ability to meet the requirement.
|1 - Poor
|Response is partially relevant but generally poor. The response addresses some elements of the requirement but contains insufficient/limited detail or explanation to demonstrate how the requirement will be fulfilled.
|2 - Acceptable
|Response is relevant and acceptable. The response addresses a broad understanding of the requirement but may lack details on how the requirement will be fulfilled in certain areas.
|3 - Good
|Response is relevant and good. The response is sufficiently detailed to demonstrate a good understanding and provides details on how the requirements will be fulfilled.
|4 - Excellent
|Response is completely relevant and excellent overall. The response is comprehensive, unambiguous and demonstrates a thorough understanding of the requirement and provides details of how the requirement will be met in full.
The arithmetical (mean) average of all of the tender evaluation panel's marks for each question, taken as a proportion of the marks available, will be multiplied by the relevant question weighting and the resulting values totalled to obtain an overall Quality Score for each tender.
Quality scores will be measured out of 100 (for ease of marking) but will be reflected in the final scoring as a mark out of 60.
The tenderer who submits the lowest commercial offer (as measured by the "Evaluation Price" defined in Schedule 4) will be awarded the maximum price score (40). Other tenderers will be awarded a price score based on the percentage difference between their offer and that of the lowest offer.
A Combined Score for each tender will be calculated by adding the Quality Score (out of 60 points) and the Price Score (out of 40 points) together. The tenderer who achieves the highest Combined Score will be awarded the Contract provided their tender has been deemed to be fully compliant.
The Scottish Ministers reserve the right to reject or disqualify a tenderer where:
1. the tenderer fails to comply fully with the requirements of this Invitation to Tender and/or;
2. the tenderer is guilty of serious misrepresentation in relation to its Tender and/or the Tender process; and/or;
3. there is a change in identity, control, financial standing or other factor impacting on the selection and/or evaluation process affecting the tenderer.
15. Any tenderer who directly or indirectly canvasses any officer, member, employee, or agent of the Scottish Ministers concerning the award of the Contract and/or the process leading to that award or who directly or indirectly obtains or attempts to obtain information from any such officer, employee or agent or concerning any other Tenderer, Tender, or proposed Tender may be disqualified.
16. The Authority may, as appropriate, enter into Tender clarifications and commercial discussions with any tenderer(s). This could include a presentation and discussion by the tenderer at a central government organisational site and/or a meeting at the tenderer's premises to discuss the proposal further and to meet
selected personnel proposed for the project. At preferred bidder stage, the supplier may inspect the Authority's Premises to ensure that the Operating Environment is suitable for the provision of the Services.
17. Before the Tender return date, the Scottish Government may modify the Invitation to Tender by way of the Scottish Government point of contact issuing addenda. The procedure for receiving submissions will be detailed in any such addenda.
18. This Invitation to Tender and any associated correspondence are subject to the laws of copyright and must not be reproduced, whether in whole or in part, without the prior written consent of the Authority.
19. You may not in any way advertise or publicly announce that you are entering into discussions with and/or undertaking work for the Scottish Government without the Scottish Government's prior written consent.
20. The Invitation to Tender is issued on the basis that nothing contained in it will constitute an inducement or incentive nor will have in any other way persuaded a tenderer to submit a Tender or enter into any contractual agreement.
21. Any Tender that does not accord with all the requirements herein and in the covering letter may not be considered.
Specification of Requirements
The Scottish Government's Learning Analysis Unit, on behalf of the Scottish Ministers, wishes to commission a literature review to explore the impact of Learning for Sustainability (LfS) on educational outcomes.
The research will be used to support the Scottish Government's commitment to Learning for Sustainability and, more specifically, the implementation of the recommendations of the concluding report of the Learning for Sustainability National Implementation Group – Vision 2030+.
This specification sets out what is required, provides background information on the project and suggestions on method, but if applicable, bidders are encouraged to propose alternative methods for carrying out this work within the available budget and timescales.
2. Background andcontext
Learning for Sustainability (LfS) is both a theme across all areas of the curriculum and an approach to learning within it. LfS brings together:
- outdoor learning
- sustainable development education, and
- global citizenship
The Vision 2030+ Report, the concluding report of the Learning for Sustainability National Implementation Group, was published in 2016. It noted the positive progress of LfS in Scottish education whilst also making 14 recommendations to enable Scotland to meet the Group's on-going vision for LfS to 2030 and beyond. Recommendation 4 of the Vision 2030+ Report stated: "We should explore opportunities to conduct research to investigate the links between LfS, high-quality learning and teaching, and school improvement. This will develop our evidence base for further action nationally and will extend international understanding of this relationship."
The report's recommendations were accepted in full by Scottish Ministers and the Scottish Government is now undertaking work to give effect to those recommendations.
The aim of this research is to provide an up-to-date evidence review on the known impact of Learning for Sustainability on educational outcomes.
It will be used to support the delivery of the fourth recommendation of the Vision 2030+ Report; provide evidence on how best to implement the other recommendations of the Vision 2030+ report; and provide evidence of how to promote LfS within Scottish education more generally.
4. Research Questions
The literature review will provide a brief overview of the evidence review on the known impact of Learning for Sustainability on education outcomes. This research should cover education between the ages of 3-18 and can be drawn from education systems around the world, although focus on research focusing on Scotland would be most favourable.
For the purposes of this literature review, Learning for Sustainability includes:
- global citizenship;
- sustainable development education; and
- outdoor learning.
There may be other areas of sustainability not covered in the definition above. Tenders are invited to explain how relevant areas of sustainability would be identified and covered in the evidence review.
The specific educational outcomes relevant to this literature review are:
- impact on attainment
- impact on closing the poverty-related attainment gap or reducing inequity within education
- impact on understanding of citizenship
- impact on confidence of learners
- impact on skills for life and work beyond formal education
- impact on the personal and social development of learners
- impact on overall school improvement
The review will seek to address the following questions in regard to each of the educational outcomes listed above:
- What kind of impact does Learning for Sustainability have (positive or negative) and what is the level of that impact?
- How and why are these impacts achieved? This could include but not be limited to:
- the engagement and/or experience of learners studying Learning for Sustainability
- the relevance of Learning for Sustainability to 'real world' challenges commonly encountered outside education
- the extent to which Learning for Sustainability can support delivery of other areas of the curriculum
- the extent to which Learning for Sustainability aids the development of skills and knowledge commonly used beyond education and in later life and work
- the influence of curriculum structure on the prevalence of Learning for Sustainability
- the knowledge of teachers or education practitioners in the field of Learning for Sustainability
- the physical environment of an educational setting
- any other barriers or facilitators to the delivery of Learning for Sustainability
Tenderers should outline in detail the methodological approach that will be taken to address the research needs outlined above. This should include information on, for example, the types of databases that will be searched, search criteria and how results will be reviewed and evaluated.
Tenders should specify and identify any methodological constraints and difficulties that may be anticipated in meeting the requirements of the specification and, where possible, how these may be overcome.
6. Outputs and keydeliverables
All outputs should be quality assured by the designated person in the contracted research team and be fully proof-read prior to submission. This should include checking that the document is well laid-out, technically correct, grammatically correct and that appropriate language is used. In those cases that the client detects proof read errors, they will be returned to the contractor who will be asked to resubmit the returned document, as well as a revised timetable detailing how the delay will be dealt with.
The written outputs of this research, including draft outputs, will be expected to be of publishable standard (concise, in plain English and featuring high quality analysis and writing). They will communicate in a style that is easily understood by an intelligent lay person. Any output not achieving this standard will be returned for revision. Details of the required style are available here: http://www.gov.scot/Topics/Research/About/Social-Research/Guidance-for- Contractors
Tenderers are asked to note that the Client may withhold payment until it is completely satisfied that the submitted outputs meet the aims and objectives of the project and are of publishable standard. Hence, the outputs may need to go through two or more iterations, following detailed discussions over content and presentation, and contractors should take this into account in their timetables and costs.
The outputs will be analytical and policy focused rather than simply a reporting of information. They will include:
- an inception report providing a detailed timetable for the key points in the project, with a minute of the inception meeting as an appendix.
- regular updates detailing the progress of the study i.e. how the work is proceeding, the emerging findings, any issues identified and next steps. These updates will be submitted fortnightly, via email and/or telephone, to the contract manager.
- a final report no longer than 50 pages, which will include an Executive Summary
7. Ownership ofoutputs
The ownership of the research material, including the final report and any data produced as a result of the research, lies with the Scottish Ministers. All Intellectual Property Rights in any material (including but not limited to reports, guidance, specification, instructions, toolkits, plans, data, drawings, databases, patents,
patterns, models, designs which are created or developed by the Supplier on behalf of the Purchases for use, or intended use, in relation to the performance by the Supplier of its obligations under the Contract) are hereby assigned to and shall vest in the Crown absolutely.
8. Data Protection
The successful contractor will, in conjunction with the Scottish Government and in its own right, and in respect of the research contract, make all necessary preparations to ensure it will be compliant with Data Protection Laws. Please refer to the SG terms and conditions for further detail.
9. Ethical Sensitivities
The ethical considerations pertinent to this literature review surround the appropriate application, dissemination and utilisation of the research findings. The methodological approach should be clear and transparent. The Scottish Government will use the outcomes of the review to inform the development of future research on this topic. You should describe how you will ensure that findings are safeguarded against misinterpretation.
10. Key Risks andResponsibilities
Tenderers should submit as part of their proposal, what they believe will be the key risks to delivering the project and what contingencies they will put in place to deal with them.
A risk is any factor that may delay, disrupt or prevent the full achievement of a project objective. All risks should be identified. For each risk you should assess its likelihood (high, medium or low) and specify the possible consequences for the project (high, medium or low). The assessment should also identify appropriate actions that would reduce or eliminate each risk or its consequence.
11. Timetable and Milestones
The following milestones are expected to be met by the winning contractor:
|12 September 2018
|28 September 2018 (noon)
|By 5 October 2018
|By 12 October 2018
|Draft report submitted
|w/c 26 November 2018
|Final report submitted
|14 December 2018
A maximum budget of £10,000 (excluding VAT) is available for this work. Rates and prices shall be deemed inclusive of all additional expenses howsoever incurred.
The contract will be managed by [redacted] who will be responsible for the day-to- day liaison with the contractor and for agreeing final versions of all research tools and outputs.
14. Sustainability/Environmental/Corporate & Social Responsibility(CSR)
The Contractor should comply with the Scottish Ministers' sustainable development strategy with respect to the delivery of this contract. The Contractor's policies and processes will support the Scottish Ministers' Greener Scotland strategic objective including: a pro-active approach to sustainable consumption and the efficient use of resources; consideration given to social and environmental consequences; policies which ensure that business activities have a direct positive impact on climate change and energy; and policies which encourage natural resource protection and environmental enhancement. Further details of the Scottish Ministers' policies in this area can be found at the following links:
- http://www.gov.scot/Topics/Government/Procurement/policy/corporate- responsibility
The Scottish Government is committed to sustainable procurement and to this end the Contractor is required to use ethically sourced products in the provision of the required products and services during the period of the contract.
Preparing your Technical Proposal
In addition to the background information requested at Schedule 1, your response to Schedule 3 (technical proposal) and to Schedule 4 (pricing schedule) form your tender for the work. Please submit your responses to these two schedules as separate documents, and note that technical proposals will be assessed without sight of your pricing schedule. Only after your technical proposal has been scored against the criteria below will your pricing schedule be opened, so please do not include information pertinent to these criteria in your pricing schedule unless it is also in your technical proposal, otherwise it will not contribute to your marking.
In preparing your technical proposal, please note that these should be written in plain English, and be brief and concise – no longer than 6 pages. Please follow the structure set out below so that your technical proposal responds to each of the criteria in turn. You may delete all guidance and instructions for tenderers (apart from the section/criteria headings) so that these do not contribute to your page allocation.
Tenders will be evaluated against the following award criteria and each section carries a weighting to reflect the percentage of the marks allocated. A scoring system of 0-4 will be used to grade your submission. A guide to the response description, relevant marking and evaluation method is provided in Schedule 1.
|Quality (Technical Proposal) – 60%
|Understanding of the requirement, incl. policy context
|Proposed approach and methods
|Staffing, skills & task allocation, and expertise in the topic area. Also includes quality assurance
|Project Management, ethics and risk assessment
|Communication skills as evidenced by the tender
|Price – 40%
Section A: Understanding the Requirement (Weighting -25%)
Guidance to tenderers: please set out your understanding of the brief, demonstrating a clear understanding of the policy context based on your reading of the relevant
section of the specification as well as your past experience and existing evidence. Set out your understanding of the rationale for undertaking the research, with reference to the background/context, and (if applicable) your understanding of any data sources you think are relevant to this research/evaluation.
Section B: Proposed approach and methods, incl. ethics (Weighting -25%)
Guidance to tenderers: please provide your proposed methodology, which clearly outlines a detailed research design and demonstrates how the aims of this study will be met. Suitability of the methodology – quality and appropriateness of the approach. Demonstration of sound understanding of the challenges and priorities of the contract.
The tender should set out a detailed account of the methodology to be used in the project, making clear if you are suggesting different or additional methodology to that set out in the specification as well as how any specific methodological requirements will be met. Outline your understanding of the specific objectives/research questions for this work. Set out how your proposed methodology fits each of these/provides the required evidence against each and how this will, in turn, meet the overall aim.
Include information, where possible and applicable, on sampling frames, sampling methods, mode of administration, expected sample sizes and response rates (as well as methods used to improve these). Set out how any qualitative data will be analysed and any specific quantitative analysis proposed. Set out your rationale for adopting the methodological approach you propose and how the resource set aside (e.g. number of days/budget) will allow you to undertake the proposed work.
Highlight any dependencies (e.g. co-operation from different groups, access to data) and other feasibility issues.
Please include an explicit consideration of ethics, setting out any ethical issues including Data Protection, sampling, recruitment, informed consent, avoidance of harm and reduction of barriers to participation etc.
Guidance to tenderers: tenderers should provide a list of the staff who will be involved in the project at all levels, as well as their specific role in this project, what tasks they will be allocated and their suitability for these tasks. The list should briefly highlight their relevant experience and expertise (both subject matter and research expertise e.g. with reference to similar projects they have been involved in), their estimated time to be spent on the project and the length of time they have been working with your organisation. Please state the name of the project manager and a designated deputy.
Please also designate a quality assurer and detail how they will ensure that all the deliverables are delivered to standard. The tenderer should demonstrate here: evidence of their ability to deliver concise reports, written in an accessible style, directly addressing the terms of reference given, to deadlines agreed; their systems in place on quality assurance, including of output at each stage, and supervision of staff. It should also address the ethical issue of ensuring that analysis is protected from bias; and quality of communication skills; written and spoken, of the team and lead contractor
Section D: Project Management and risk assessment (Weighting -15%)
Guidance to tenderers: Please provide a detailed realistic timetable for carrying out the work based on the proposed approach and method and the milestones set out in Schedule 2. Highlight in particular any deadlines you identify as critical from the specification. Include timing on turnaround of reports and information on how you will ensure smooth turnaround (e.g. once you have received comments on the first draft from the Scottish Government). This section should also provide information on suggested meetings, contract monitoring etc. Please note that the timetable set out in your tender will form a part of the contract and changes will not be possible unless there are some unforeseen issues.
A risk assessment should be provided covering all main risks to the project, the likelihood of them happening, the consequences if they do happen, mitigation and recovery activities. This should also note any dependencies e.g. feedback from SG officials on research materials and reports that would be needed in order to undertake and complete this project and the implications if this support is not obtained/timely.
Provide information on the data security processes, including storage and transmission of personal data and data protection that will be followed (where appropriate).
Section E: Communications skills as evidenced by the tender(15%)
Guidance to tenderers: The tender should be clearly laid out using plain English. Care should be taken in the structure of the response. The tender shall demonstrate an ability to express complex ideas in simple terms.
Please ensure when preparing your Technical Proposal that you clearly state which section/criteria is being answered. Any additional detail that you wish to provide as part of your Technical Proposal should also be cross-referred to the relevant section.
Cost will be firm for the duration of this contract. Charges which appear elsewhere in the proposal but which are not summarised in this Schedule, will be presumed to have been waived.
Payment shall be made monthly in arrears on submission of detailed invoices.
The total cost should be quoted in Pounds Sterling (£) and should be exclusive of any VAT which may be chargeable. The total price must cover all aspects of the requirement, including staff costs, attendance at meetings, equipment, access to data, any reimbursement of research participants, travel and subsistence, overheads, and participation in any dissemination of the research that is envisaged in the specification.
Value Added Tax (VAT) should be shown separately and the VAT registration number given.
Separate aspects of the research/evaluation are to be individually priced and attributed to specific members of the project team along with the estimated number of days clearly stated and day rates for project team included (exc. VAT).
Tenderers should include a statement to confirm whether or not they pay the real Living Wageto all employees, as well as to any sub-contracted field force (interviewers). This information is not part of the assessment of the tendered price, but will be recorded for the successful tenderer to enable the Scottish Government to maintain accurate records of how many of its contractors pay the real Living Wage to employees.
All costs must be included and all sections in the price schedule completed, including, but not limited to, the following areas: quality assurance, fieldwork costs (including cost per interview), project management costs etc. Fees should be inclusive of the time and travel costs for meetings, face-to-face interviews, etc.
Tenderers should note that the commercial evaluation shall be based on the whole life cost, i.e. the total firm price proposed for the delivery of the contract.
The tenderer who submits the lowest price will be awarded the full weighting available for that section (40%). Other tenderers will be awarded a price score based on the percentage difference between their offer and that of the lowest offer.
Table 1 - Price for research contract
Terms and Conditions
Form of Tender to The Scottish Government
*I/We the undersigned do hereby contract and agree on the acceptance of the Tender by the Scottish Ministers, to provide the goods and/or services in the Specification in accordance with the Schedules, at the prices entered in the Pricing Schedule and in accordance with the Scottish Government's Terms and Conditions which appear in this set of documents.
*I/We the undersigned undertake to submit a tender in accordance with the following documents:
- Instructions to Tenderers
- Evaluation Guide and Award Criteria
- Pricing Submission
- Form of Tender
- Terms and Conditions set (1-5)
*I/We agree to abide by this tender from 12:00 hours on 5 October 2018 the date fixed for receiving tenders, until the Award of Contract.
*I/We understand that the Scottish Ministers are not bound to accept the lowest or any tender and shall not be bound to use the Service Provider as a sole supplier.
*I/We understand that the service provision is expected to commence on 12 October 2018 and end on 14 December 2018 unless the Contract is terminated or extended in accordance with the provision of Schedule 2.
Name: (Block Capitals)
Duly authorised to sign Tenders for and on behalf of:
Name of Tenderer
Nature of Firm**
Telephone No (Include Area Code)
* Delete as appropriate
** It must be clearly shown whether the Tenderer is a limited liability company, statutory corporation, partnership, or single individual trading under his own name.
Schedule (Data Protection)
Data Processing provision as required by Article 28(3) GDPR.
This Schedule includes certain details of the Processing of Personal Data in connection with the supply of Goods under this Contract:
Subject matter and duration of the Processing of Personal Data
The subject matter and duration of the Processing of Personal Data are [insert description here].
The nature and purpose of the Processing of Personal Data
[Include description here]
The type of Personal Data to be Processed
[Include list of data types here]
The categories of Data Subject to whom Personal Data relates
[Include categories of data subjects here]
The obligations and rights of the Purchaser
The obligations and rights of the Purchaser as the Data Controller are set out in Condition 26 of the Contract.
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