Abbreviations
Some useful abbreviations generally used on the design documents for references:-
A / G - above ground, AFC-approved for construction, AFD-approved for design, BFD- block flow diagram, CCR-central control room, CCTV-closed circuit television system, CCWS-common cooling water system, CDR-conceptual design report, COM-commissioning, CP-cathodic protection, CT-cooling tower, CW-cooling water, DC-direct current, DCS-distributed control system, Easement- all and provided by Client to be used by Contractor for the purpose of construction, EPIC- engineering, procurement, installation & commissioning, ESDV-emergency shut down valve, EWS-engineering work station, FAT-factory acceptance test, FOTS-fiber optics transmission system, FEED-front end engineering design, FMEA- failure mode & effects analysis, FO-fiber optics, FRP-fiber reinforced plastic ( generic name including GRP, GRV, & GRE piping), F&G-fire & gas system, GAD-general arrangement drawing, GIS- gas insulated switchgear, GPS-geo positioning system, GRE-glass reinforced epoxy, GRP- glass reinforced polyester, GRV- glass reinforced vinyl Easter, HVAC-heat ventilation & air conditioning, HMI-human machine interface, HSSD-high sensitivity smoke detection, ICA-instrument, control & automation, IDF- intermediate distribution frame, I / O-input /output, intool- trade mark name of Intergraph software for instrumentation eng, IST-integrated system test, ITP-inspection & test plans, IO&M-initial operating & maintenance, LAN-local area network, LBV-line break valves, LER- local equipment room, LLCC-local lot control centre, MC-mechanical completion, MCC-motor control centre, MDF-main distribution frame, MOV-motor operated valve, MTO-material take off, MWS-marine warranty surveyor, ONAF-oil natural air forced, ONON-oil natural air natural, PABX-private automated telephone exchange, PA/GA-public address / general alarm, PC-pre-commissioning, PCS-process & utility control system, PDS-power distribution control centre, PDS- plesiochronous digital hierarchy, PDS-plant design system, PMS-power management system, PEMS- power energy management system, PFD-process flow diagram. PFS-process flow scheme, PH- pump house, PIS-plant information system, PLS-programmable logical controller, P & ID- process & instrumentation diagram, PSFS-process safety flow scheme, PSS-plant safety system, PSV-pressure safety valve, PTZ-plant tilt zoom, QA/QC-quantity assurance/quality control, NCS-National construction specification, RAM-reliability, availability & maintainability, RB-receiving basin, RFC-ready for commissioning, RFQ-requisition for quotation, RMU-ring main unit, ROW-right of way, RTU-remote transmission terminal unit, SAFE- safety analysis function evaluation chart, SCADA-supervisory control & monitoring system, SDH-synchronous digital hierarchy, SPT sustained performance test, STM- synchronous time moduling, TETRA-trunked radio, TPC-Third Party Certification agency, TPI-third party inspector, TTL-transistor transistor logic, UFD-utility flow diagram, UFS-utility flow scheme, UPS-uninterrupted power system, U/G-underground, VDRL-vendor data requisition list, VSD-variable speed drive, VSDS-variable speed drive system
FEED- Front End Engineering Design
Involvement of multidisciplinary teams for the required designs.
Process engineers, chemical engineers, reservoir engineers, mechanical engineers, electrical engineers, IT engineers, civil engineers etc. shall be included to formulate an overall strategy of designing the plant system and supported by soil engineers, hydrographic engineers, geological engineers.
After having the basic design been conceptualized, further FEED detailed works shall be undertaken by all disciplinary teams for elaborate formations of various details to be used on the project.
EPIC- Engineering Procurement, Installation & Construction
EPC- Engineering Procurement & Construction
Contractor, SubContractor, Supplier, Vendor
Sub Contractors as Engineering Consultants
Front End Engineering Design requires complete know how about the proposed facility design, technology & construction details that is fed to the Client for inception of the whole scheme which the Client approves & based on FEED tender documents are prepared for the Engineering, Procurement & Installation contract award. This class of tendering necessitates a very competitive & competent bidders to be technically, commercially & in all respects a completely sound organization. Complete Front End Loading is to be established & provided to the design scheme.
EPIC contracting requires complete design know how giving all detailed design calculations for the best & warranted performance of the facility as well as commercially competitive.
EPIC contracting proposes its own SubContractors as well as vendors organization to be included as further support. Design SubContractor shall also be included as support in case the EPIC organization is not a designer or consultancy group or not having an in-house design capability.
All documents based on the aforesaid abbreviations are produced schematically while preparing the FEED documents for the information purpose to the bidder about the intention of the client requirement. The FEED contractor of the client should provide as much data as possible to enable the contractor to understand the client requirement fully for the EPIC implementation contract & price according. It must again be stressed that FEED is endorsed by the EPIC contractor while submitting bid as an evidence of acceptance of FEED & its incorporation on the detailed designs based on which the works shall be executed.
Project Tender Documents
The aforesaid teams of the engineers shall prepare all required documents necessary for the invitation of the EPIC tenders from the short listed parties. These documents must cover the basic requirement & design philosophy pertaining all disciplines to enable the bidder know each & every requirement precisely. All disciplines shall be given full feed back in all respects in the form of project drawings, specifications, soil test reports, survey reports, marine survey report, bathymetric survey report, marine geological report, other studies & observations, climatic conditions, various milestones, quality standards to be adhered to, all other essential parts of the project demands.
These documents should be crystal clear without any ambiguity. As far as possible, details about the equipment to be included on the project should be given within the documents. All national & international codes to be followed should be enlisted explicitly.
Project design parameters should be explicitly defined.
Documents shall be provided in soft as well as hard copies
Production of such huge volume of design documents amounts to requirement of very experienced teams of experts for all disciplines to meet the schedule requirement
Maintenance Preparation Documents
This though applies at the end of construction i.e. mechanical completion of the project but information are required to be issued at the FEED stage for the evaluation purpose
Contractor's obligations pertaining maintenance preparation
General engineering and procurement
Contractor shall take into account in the design of the FACILITY the maintainability Criteria, philosophy and spares to be defined in the FEED Design Package. In particular Contractor shall:
Make permanent provisions for accessibility (without dismantling of other equipment), dismantling/tooling, lay down and handling of heavy parts.
Make provisions for online monitoring of vital rotating machinery
Define criticality ratings for equipment, sparing requirements for equipment, components and parts
Contractor shall prepare and submit the required maintenance documentation as generally defined in the relevant Exhibits, integrate the maintenance requirements in the Vendor selection process, and obtain Vendor’s documentation generally defined as such.
Requirements for vendors’ selection
Pre-qualification
Prior to issuing any call for tender for critical items, Contractor shall check Vendors' capabilities such as:
Ability to submit tenders conforming conforming quality requirements
Technical and financial long term stability.
Existence and suitability of Quality Assurance procedures within Vendor's structure, covering the manufacturing process, the quality control process of raw materials, the assembly of components, the performance and conformity tests, the internal quality audits, capability to supply after sales service for maintenance, technical assistance, supply of parts, procedure for collection of product performance feed back etc.
Bid Evaluation
Contractor shall take into account at the bid evaluation stage the following Criteria for Vendors selection and accordingly advise Vendors that their bids shall be evaluated on such basis so that the vendors must include any price if so effected by such considerations:
Bid price and conformity to project specification.
Cost of two years or as specified in the contract recommended operating spare parts for all the machines or equipment to be installed on the project.
Reliability of Components (identification of components non standardized or non tested by Vendor under conditions similar to project conditions). The components should be fully reliable to meet the intended functional requirement for the efficient performance operations.
Standardization (identification of non-standard components, justifications for recommending such components, cost of spare parts needed for such components). The cost of spare parts contractually required according to the specifications shall be included within the bid correctly.
Availability guarantees-Ratio optimal conditions / optimal performances- Evidences to be obtained from the prospective vendors by visiting to the factory as well as to the references works carried out on track record. The vendor shall provide with the technical brochures of the product to the contractor along with the bid all documents giving the performance evidences. The performance shall also be witnessed by visiting the location of the spare parts.
Safety / Protection rating-Verification of performance evolution-Means for condition monitoring - Recommended frequency and duration of maintenance- interventions (total annual duration, maximum duration of a major intervention-Availability / Reliability / MTBF / MTTR-Availability of after sales service (rating)-Availability of spare parts lists Availability of documentation lists-Availability of documentation lists-Operational List of special tools maintainability-Modularity / Disassembly-Accessibility (rating)-The ratings should be obtained from some of the independent agencies published documents which should indicate that the observation & the relevant studies performed without any interference by the vendor. These third party agencies usually publish the effectiveness of these vendors product & services in parts or in totality at regular intervals or as required for some special assignment.
Handling (rating)- Similar record should be confirmed from the data base of the successful projects on the vendor’s track record & included with the submission to the engineer as an evidence to monitor the product efficiency.
Maintenance Guarantees-This guarantee is required for the contractual maintenance duration for all the machines, equipment etc.
Stability of Vendor, Quality Assurance, after sales structure- Proposals for maintenance contract (rating), guaranteed reliability Contract (rating), training programme (rating)-Vendor Maintenance Recommendations-Management and monitoring (rating)-First level maintenance (rating)-Diagnosis tables (rating)-Preventive and on-condition operations (rating)-Method of intervention (rating)- Identification of conformity certificates-Requirements for component testing. The provision of the aforesaid documents from the vendors records substantiate the vendor’s claim about the reliability & leads one-step to customer satisfaction.
Contractor shall generally carry out the procurement steps required to have the Vendors who meet maintenance requirements specifications for the supply of equipment and documentation- Contractor shall prepare and include a Vendors' maintenance requirements specification in ‘call for tenders’ and ‘purchase orders’ in line with the Client guidance and submit for approval.
Contractor shall obtain, check, approve and issue Vendor maintenance documentation (the Maintenance Dossier) and prepare the Mechanical Catalogue. The contractor shall comply with all the manufacturer’s instruction in respect of the equipment or the product & evidence in this respect to be provided as quality documentation to the engineer for approval & recording.
The Vendors’ Maintenance Dossiers shall generally include but not be limited to as the guidance is in essence.
Equipment data-Equipment descriptions-Equipment inventory-Technical data sheets (reference number, serial number, tag number, purchase order number)-Connection parameters (piping, electrical, instruments)-Software documentation both in electronic format and as a hard copy-Operating documentation-Operating procedures- On-line monitoring- On-line monitoring- First level maintenance by operators- Lubrication schedule.
All these documents & also any other additionally required one shall be approved by the engineer for implementation on the performance monitoring.
Maintenance documentation (per type of equipment)- Scheduled inspections or interventions-Preventive, on-failure and overhaul maintenance procedures, including description of personnel, tools, spare parts, drawings required - Trouble shooting charts- Lists of consumables- List of special tools- Spare parts lists (SPL), under format attached or equivalent- Drawing- General arrangement drawings- Section drawings- Schematic and wiring drawings- Control loop diagrams- Logic diagrams, cause and effect sheets. All these documents shall be properly numbered & recorded by the document centre.
Technical Proposal
It is unavoidable in this age of tendering particularly on the Industrial projects of international Quality Assurance nature, that the bids are submitted in two parts together or separately depending upon the Client requirement. Technical bid is always a lead submission package that is invited to fully assure whether or not, the bidder is capable to execute & prosecute the project smoothly. In case the technical bid is rejected, there shall be no need for the bidder propose commercial part of the bid.
Technical bid is a voluminous document containing complete details of the bidder’s intentions to carry out the project execution from the commencement to the completion stage describing in details ways & methods for every part of the proposed project, how these shall be handled & whether or not, bidder is adequately resourceful, technical capable & scrutinizing all other aspects, bid is evaluated.
Technical bid should contain fully descriptive & completely integrated infrastructure of the bidder in all respects about design & execution philosophies, execution plan, machinery & man power proposal, alternative proposal if so necessary contemplated by the bidder, full design criteria, materials proposed from the authentic source, acceptability of Third Party Certification, deviation from the contract & its controls, complete safety programme detailing & risk analysis, Hazard study, safety records, safety plans proposed, evidence of past safety capability records, various well designed forms to be employed for the whole duration of the project
It also requires descriptive proposals from the Quality Assurance & quality control section providing all necessary formats & detailed methods of quality control maintenance including Inspection & test plans, check lists & all quality documentation procedures, method statements, proposed independent testing laboratory.
All procedures pertaining company documentations shall be included involving internal documents matrix used & ensuring that documents traceability is smooth. Engineering procedures including procurement shall also be included within this proposal giving complete feed back on proposed designing system, software to be used, designer’s potential, complete requirement of the job related material, job temporary facilities to accommodate the manpower etc
Since the Technical Proposal is based on the provided FEED documents by the client or the client appointed FEED contractor, whatever contents of the Technical Proposal be presented, should be based on the technical directives included within the FEED. The base firm proposal should not at all deviate from the FEED requirement. The bidder is required to endorse the Technical bid stating that the bid is completely based upon the FEED meeting all requirements unconditionally. The content of certification should be in accordance to the format provided.
There may be an alternative proposal in addition to the firm proposal which may satisfy the requirement of FEED in addition to making cost & time saving to the client according to the Value engineering consideration that the client could accept if within the FEED. The Technical proposal is very comprehensive presentation content wise giving all information of the contract execution wise from the design to the performance & handover stage. No room is allowed for any commercial reflection within this submission. In fact the consistency & capacity of the bidder is measured from this submission.
Many rounds of the submission are conducted to scrutinize the submission of all chapters. These chapters should be simple in the style to allow full communication of the bidder to the engineer/client to facilitate an easy understanding of the proposed execution. All sources of the materials, equipment & all other items to be used for the permanent inclusions on the project should be enlisted in a scheduled manner in line with the FEED requirement. Proposed work schedule to meet the defined milestones should be explicitly described convincing every one concerned that the bidder approach is feasible in practical terms.
All workforce & staffing levels as well as management to supervise & direct the project should be clearly defined including the CVs of all key levels. These levels should meet the defined criteria according to the FEED as well as professional competencies. Design procedures should be clearly defined in a precise manner including giving all designation of Information Technology to be utilized for the project. In brief all other proposals for the proposed facilities for the temporary works as well as for the permanent works should be included explicitly. It is a long format but should be precise & to the point. The client is never interested in a voluminous documentation for show purpose but a precise content giving all true & relevant information is always welcome. It should be remembered that all these proposal documents shall be required for the actual demonstration proving the consistency as well as competency of the proposal. It is better not to propose something which is not practiced by the bidder, otherwise demonstration could detract the bidder. Many cases have been noticed when after the proposal, comments are received from the engineer asking for many clarifications which are difficult to reply positively. Be straightforward for the submission.
Quality assurance as well as Execution statements constitute very important & significant role for providing value to the technical bid for which due time & devotion must be given by the bidder. The experts should be engaged for the detailed inclusions of the necessary information inclusion within the documents for the client consideration. Untoward information should preferably be avoided. Once the bidder is short listed by the engineer or client by the establishment of the bid competency, the call for the commercial presentation should be given or there is no use in case the bid fails to meet the FEED requirement.
Contract award
Within this procedure, the short listed parties shall be invited to tender for the EPIC bid who in turn calculate the demanded facility EPIC or EPC lump sum firm price for the whole or part of the job in defined fixed time based on the FEED documents, provided which submission shall be Technical in one part & Commercial on the other. Sufficiency of the Technical bid shall decide whether or not, the commercial bid should be considered.
After having the Technical bid qualified by the bidder, the qualified bidders shall be notified about the opening time schedule of the commercial bids. The EPIC contract shall be awarded after complete scrutiny of the bid documents & the availability of the performance bonds & ascertaining fully the sufficiency of the quality as well as capability of the proposed Contractor.
A letter of award shall be issued by the Client representative instructing the successful bidder to immediately commence the job giving the effective date of commencement. A date shall be appointed by the Client for the execution of the contract between the Client & the successful bidder as well as for the kick off meeting. An agenda shall be drawn for the kick off meeting defining the sequence of the points to be discussed & the officials & authorities from both parties to be present during the kick off meeting.
The successful bidder shall affirmatively make available its representative to execute the formal contract documents on that day failing which, the Client enjoys the legal right to claim the tender bond amount from the surer bank.
A date shall also be fixed by the Client instructing the Contractor to submit the performance bonds, insurance policies about the works as well as for the employees accidents coverage as well as all other document about these according to the General Conditions of the Contracts (GCC).
Details about all deductibles, amounts covered under all policies etc shall be submitted according to the documentation procedures.
Execution Programming a contractual binding document
Contractor shall immediately prepare a detailed execution plan based on the brief level 1 plan that was included within the Technical Proposal at bid stage for the complete contract works from level 1 to level 5 or as the case may be, in the primavera or MS project software format as agreed with the engineer or defined in the contract.
Programme shall cover an overall outline in Gnat format with CPM support, include all contract milestones defined, discipline & element or component wise detailed activities, detailed man power, detailed machineries, recovering delays methods, identification of problems with the resolutions, activities wise measurement of work percentage based on agreed method of man-hours evaluation or time based activities as well as cost wise breakdown applicable to (WBS) work activity breakdown structure. Progress S curves indicating various phases shall be included showing man-hours histograms, work planned progress, machines availability histograms, cash flow etc.
Once the Contractor’s programme is approved, it shall not be altered but constitute as a base programme to monitor the whole progress progress, coordinate & recovery shall be applied, should there be any delay to the project planned progress. In addition to an overall descriptive programme, monthly 90 days look ahead monthly programme shall also be charted out regularly to monitor the progress on detailed basis. This programme shall be supported by a detailed method statement giving complete information about the phases of works & their elements arranged in an order keeping in view the priorities on the project & to accomplish aforesaid approved programme effectively.
Major sequences of the operations to be covered from the home office activities including corporate management affairs, designing, procurement, documentation, selection of sub Contractor, engineering, procurement, deliveries controls, customs, material storing, quality assurance, cost control & taking down to the site relevant activities in all respects. This part shall be taken up & considered very seriously as the work progress movement rests on its actual level of performance.
Organization charts shall be presented showing contract design office, contract head office, site office, sub Contractor’s offices & all other directly or indirectly connected parties giving full description about the corporate structures of all related contracting parties on the project.
(CVs) curriculum vitae respecting Key Personnel to be involved for the complete execution of the contract project shall be proposed for approval by the Client. Without approval no key personnel shall be allowed to work on the contract. Every project defines its level of requirement pertaining the essential qualification & expertise for the key personnel to be dedicated to it
Format for Execution Programme only for guidance
Scope, Work breakdown structure, Contractor’s organization including details of its organization, sub Contractors organization, job positions & descriptions of key personnel down up to supervisory level, Contracting strategy-direct hire-direct control or management, Home office activities, other Contractors Interface coordination, Operations, Mobilization-break down of manpower by trade including manpower histograms-major equipment utilization schedule,
Construction sequence-temporary facilities-including utilities & camp accommodations-site preparations-underground piping-underground electrical & instrumentation-civil foundations & concrete work-structural steel-equipment erection-pipe fabrication-pipe erection-electrical-instrumentation control systems-telecommunication-painting-insulation-pipeline,
Quality management systems, Material management system-customs formalities-port storage-& transportation to site-warehousing-storage-material handling-general responsibilities of field materials personnel-material receiving & inspections requirements-maintenance procedures-protection & preservation procedures,
Health safely & environment-responsibility of safety personnel-HSE process & execution plan-HSE orientation-HSE site programs-construction environment control procedures-permitting-medical facilities,
Site security, Heavy lift & transport, Personal transport, Manpower (direct & indirect), Field non manuals, Construction automation plan, document control, acceptance,
Mechanical completion incorporating pre-commissioning, Pre-commissioning & commissioning organization-job descriptions, Close out, Attachment-
Site organization charts, Field non manual staffing plan, Sub contract plan-number, name & scope of each subcontract, Level 2 construction schedule, manpower loading-histogram by trade including both directs & indirects,
Equipment utilization plan, Temporary facilities & camp accommodation plan.
Stages of Execution-EPIC / EPC-Construction Contractor
Safety, Health & Environment- Safety plans-Training-Induction-Regular courses-Special courses- Site Walks-Tool Box Talks-Risks Analysis-Corrective Programmes-Inspections-Awards-Audits
Quality Assurance QA / QC- Quality plans-Training-Induction-Regular courses-Special courses- Audits- laboratory- dossiers
Engineering – Design detailed philosophy, Design, Detailing, Shop drawings- Working drawings-Schedules-Technical Queries, Site works queries, Proposals for technical resolutions, Documentation appraisals, Construction ability checks, inference of technical documents, Engineering meetings, Construction Method statements
Construction & Controls - Mobilization-materials-manpower- equipment-procurement-physical construction-contract management – construction project management.
Testing - Pre Commissioning, commissioning, performance & maintenance
Operations & maintenance
Third Party Certifications
Project records - Issued for Construction documents-Red Lines Mark ups-As built- Operation & maintenance Manuals
Punch List / Snags - Visual defects-Technical defects- minor non-conformance-snags- rectification- remedial measures-investigations
Mechanical Completion- Pre commissioning & commissioning-site acceptance test- performance - plant performance
Final Completion - maintenance & successful performance
Hand Over-Recording the learning of lessons-suggestions-about the sub Contractors- about the Client engineers-Close Out-discharge
Warranty liability - relevant guarantees for the required periods.
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Industrial Safety Briefs
Safety, Health & Environment-
First & foremost is the safety for any project. Slogan SAFETY FIRST is very common among the safety promoting projects. Without safety no work is allowed. Safety is the responsibility of every one. Every person working on the project must use personnel protective equipment PPE & all necessary special precautions must be taken whenever directed by the safety official responsible for the project. All activities must be conducted in a safe manner to the best possible minimum cost incurred on safety. In case no proper arrangements are made to keep safety intact, the execution of the activity should be suspended. On important works, safety team must be present & support the construction team for smooth safety management. Site engineers should abide by the instruction & direction given by the safety personnel. Proper care must be taken during deep excavation works as well as overhead works.
Safety plans-
Discipline activity based safety plans should be prepared in conjunction with construction in-charge, approved & issued by the safety department for the guidance of the construction personnel.
Training- Various classes of training are necessary to be imparted to the site personnel for onsite implementation.
Induction- Immediate on the joining, all personnel should be given safety induction course duly recorded on proper register for the training. The course must include all precautionary instructions required on the site generally to be prosecuted onsite.
House keeping- Training should be given to all personnel to keep the working & other areas tidy during & on the end of the day. Tools should be properly kept on site. Material should not lie here & there. Working environment should be felt comfortable by all concerned personnel.
Supervising safety
Every supervisor should be trained for the understanding of managing safe supervision over the site operations. How to handle the ground works & how to handle the overhead works. How to make the workers understand all procedures of safe handling the operations so as no operation should effect the workers’s health badly causing no overstress physically.
Heat stroke
On constriction sites particularly in hot & arid regions, the effects of heatstroke are imminent to workers. They should be taught the methods of how to prevent such incidents by gradually inducting the worker to the hot working conditions & over timings adjustments.
Fire watch
Every workers should be clearly taught the ways of possible fire incident & if occurs, how to handle to extinguish.
Toolbox talks
In general, prior to begin any activity, tool box talk should be given to the group working on the activity involving any or all calling. How minor or major injury may occur during carelessly using the tools & how to act if injured.
Liquid consumption & food
Every worker should consume water or available drinks after a period of work to protect one from the adverse effect of dehydration & should be allowed the intermittent rest pauses.
Dust prevention
Dust accumulation causes environment degradation & affects working on site. During such inclement weather conditions, ample means of water should be available to spread on site so that the dust does not lift into air.
Sanitary
Adequate arrangements must be made on site for the workers & staff to use sanitary facilities throughout the currency of the project to maintain the working area healthy & hygienic.
Regular courses-
In groups workers should be given feed back on the site safety as well as gas inhale prevention, during fire how & where to assemble, how the fire alarm works etc. How to construct for temporary platforms at high levels to be used for various purposes to meet the site instant requirement.
Special courses-
How to take precaution to avoid electric shocks or some other hazard.
Incentive should be given to the leading workers who keep proper safety as well as check & advise coworkers & colleagues to take due measures. Accessibility to site horizontally as well as vertically should be explicitly explained to every one. Positioning of the ladders in the trenches, which location shall not be more than 8 m. Provision of the platform guardrail of suitable height. For example use of wooden or Aluminum ladder in excavation areas or to the higher working areas. Platform construction, supports, toe board etc. Fire extinguishers use. First aids use. How to access emergency phones for hospitals.
Site Safety Walks-
Whenever necessary, site walk should be conducted by the safety engineer with the site in-charge to pin point the deficiency on safety & on site correction applied.
Tool Box Talks-
Every skilled worker, semi skilled or unskilled should know about proper use of the tools & maintenance of these. They should be explained about all types of dangers if the tools are not properly used during work
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