Tender for Business Intelligence Platform

Tender for Business Intelligence Platform

The business intelligence platform requires design and build of a data warehouse, hosting and BI tools.

United Kingdom-Southampton: Business intelligence software development services

2019/S 164-402927

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

University Hospital Southampton NHS Foundation Trust
Graham Road
Southampton
SO14 0YG
United Kingdom
Contact person: Steve Jerrim
Telephone: +44 2380540049
E-mail: steve.jerrim@uhs.nhs.uk
NUTS code: UKJ32
Internet address(es):Main address: www.uhs.nhs.uk

I.2)Information about joint procurement

I.3)Communication

Access to the procurement documents is restricted. Further information can be obtained at: www.uhs.nhs.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.delta-esourcing.com/delta/buyers/tenders/viewTenderStatus.html?id=423085964
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Health

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

UHS13343 Business Intelligence Platform

Reference number: UHS13343

II.1.2)Main CPV code

72212482

II.1.3)Type of contract

Services

II.1.4)Short description:

The business intelligence platform requires design and build of a data warehouse, hosting and BI tools.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: yes
Tenders may be submitted for all lots
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Full details can be found in the procurement documentation and additionally at VI.3 Additional Information in this notice.

II.2)Description

II.2.1)Title:

Business Intelligence Tools (BI)

Lot No: 1

II.2.2)Additional CPV code(s)

72212482

II.2.3)Place of performance

NUTS code: UKJ32
Main site or place of performance:

Southampton.

II.2.4)Description of the procurement:

The BI tools will be available to all members of staff across the organisation, although it is expected that only a proportion of these will actively use the system. User volumes will start off low and increase over the life of the project, with up to 1 000 daily users anticipated.

The specification for this Lot is listed within the ‘Lot 1 BI Tools Detailed Requirements’ section (linked to here on page 3), however in summary they will allow users to analyse and drill down in to data from across all of the data we have from source systems with appropriate security in place to restrict access where necessary.

There will be a range of visualisations supporting analysis, trends, mapping and predictive analytics in a high performing environment. The tools will be intuitive, easy to use and available from a PC, laptop and mobile device. Users will be able to set up personalised analyses and alerts and share useful information with others. They will also be able to subscribe to reports to be delivered to at least their email at a time and day of their choosing.

The development of core dashboards and other visualisations will be carried out by the UHS in-house BI development team, but it is expected that other teams within the organisation will also have the ability to create content. The tools will need to enable UHS to have a quality assurance process for dashboards and visualisations prior to their release to others. The BI tools will need to allow us to use ‘templates’ to apply the UHS style to enable quick development and consistent look and feel.

The BI tools will most likely be hosted in an industry grade cloud solution provided under Lot 2 of this procurement, although SaaS (Software as a Service) or on premises implementation will be considered.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

The contract may be extended by a further 2 x 12 months.

II.2.9)Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2
Objective criteria for choosing the limited number of candidates:

Step 1:

(a) Prospective bidders are evaluated against the ‘Selection Questionnaire’ (SQ) document;

(b) Bidders will then be invited to tender (ITT) for the lot/s for which they have successfully passed the evaluation questions of the SQ.

Step 2:

(a) tenders are evaluated against the ‘Technical Requirements’ document;

(b) the top 3 scoring bids for each of the lots will then be invited to take the technical assessment test (as detailed in ‘Bidder Task — Lots 1 and 3 — Evaluation Scoring’).

Step 3:

(a) bidders take the relevant technical assessment test/s and are evaluated against the provided references/visit to the bidder’s client and the bidder’s submitted pricing (see ‘Commercial Schedule – Evaluation Scoring’).

(b) bidders are allocated a total score against all 4 of the evaluation criteria, as detailed below in Table 1: Evaluation Breakdown.

The contract(s) will be awarded to the successful bidder(s).

Full details of the evaluation criteria can be found in the following documents. Before submitting your response, it is the bidder’s responsibility to make sure they have studied and made reference to all of the following:

Documents for reference:

1) ‘Selection Questionnaire’ (complete as appropriate to bid).

For which the following will be used to score applications.

2) ‘SQ — Evaluation and Scoring’

3) ‘Specification and Tender Response Document’. This document also contains sections that detail the following:

— how responses to our technical criteria are scored.

(i) Lots 1-3 — evaluation and scoring.

— how references and a client site visit is to be scored.

(ii) references and site visit — evaluation and scoring.

— how a task for bids to Lots 1 and 3 is to be scored.

(iii) bidder task — Lots 1 and 3 — evaluation and scoring — how pricing is to be scored;

(iv) commercial — evaluation and scoring.

4) Evaluation and scoring documents in which bidders will be scored.

(a) ‘Lots 1 and 3 – Evaluation and Scoring’;

(b) ‘References and Site Visit — Evaluation and Scoring’;

(c) ‘Bidder Task — Lots 1 and 3 Evaluation and Scoring’;

(d) ‘Commercial — Evaluation and Scoring’.

As referred to in the project timescale and description above it is required that any invited bids for Lots 1, 2 and 3 will be evaluated against a range of technical criteria, of which there is the requirement for the provision of both an implementation plan and deliverables.

Specifically, within the ‘Tender Overview Technical Specification and Tender Evaluation’ document there is the technical requirement that for Lot 1 ‘BI Tools’ and Lot 2 ‘Data warehouse and Hosting’, points 1.88 and 2.88 respectively that;

‘Suppliers must set out in no more than 500 words, excluding the additional requirement of a chart, or charts e.g. Gantt style or otherwise, the steps and timescales involved in the initial product configuration and setup. Please list all steps that are required prior to the products initial use. It should be indicated where appropriate which items are the supplier’s or the Trust’s responsibility.’

Further and or also that for Lot 3 ‘Data Warehouse Design and Build’ invited bids should again, whilst meeting the other listed technical criteria, also furnish a response for which they will be evaluated to the criteria detailed within points 3.10 and 3.11 respectively that;

‘The Trust has an ambition to provide the first working solution within 3 months of signing a contract. Suppliers must state if this is achievable and describe how they will deliver a first working solution of a data warehouse as described in Lot 2 and Lot 3 in this time frame.’

And that:

‘Suppliers should outline their anticipated build programme in a Gantt-chart/s and/or similar and or no more than 500 words.’

The BI Platform is a significant enabler for the strategy and we are seeking supplier(s) who embrace our values (patients first, working together and always improving) and would like to make a difference to our communities through the use of data. Our preferred approach would be to work in partnership on this project and believe there may be the opportunity for the partnership to provide BI Platforms to others in the future.

If the relevant documentary evidence referred to in the selection questionnaire is not provided upon request and without delay we reserve the right to amend the contract award decision and award to the next compliant bidder.

Consequences of misrepresentation:

If you seriously misrepresent any factual information in filling in the selection questionnaire, and so induce an authority to enter into a contract, there may be significant consequences. You may be excluded from the procurement procedure, and from bidding for other contracts for 3 years. If a contract has been entered into you may be sued for damages and the contract may be rescinded. If fraud, or fraudulent intent, can be proved, you or your responsible officers may be prosecuted and convicted of the offence of fraud by false representation, and you must be excluded from further procurement’s for 5 years.

II.2.10)Information about variants

Variants will be accepted: yes

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

The BI platform project being tendered for is for a period of 5 years, with the reserved option of a 2 year extension. The build phase will run until March 2022; however we require early deliverable s by December 2019 to meet milestones within our global digital exemplar programme.

II.2)Description

II.2.1)Title:

Data Warehouse and Hosting

Lot No: 2

II.2.2)Additional CPV code(s)

72212482

II.2.3)Place of performance

NUTS code: UKJ32
Main site or place of performance:

Southampton.

II.2.4)Description of the procurement:

We invite suppliers to tender for delivery of a data warehouse product or product set, which will enable UHS to bring together data from a wide range of internal and external sources. It is envisaged that data feeds will occur at different frequencies, from near real time to annual loads. The data warehouse must be able to support large-scale concurrent use whilst data feeds are being processed.

Suppliers of the data warehouse are required to include the provision and management of the hosting solution for the data warehouse and potentially hosting of the BI tools to be supplied under Lot 1. The specification for this Lot is listed within the ‘Lot 2 Detailed Requirements’ section.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

The contract may be extended by a further 2 x 12 months.

II.2.9)Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2
Objective criteria for choosing the limited number of candidates:

Step 1:

(a) prospective bidders are evaluated against the ‘Selection Questionnaire’ (SQ) document;

(b) bidders will then be invited to tender (ITT) for the lot/s for which they have successfully passed the evaluation questions of the SQ.

Step 2:

(a) tenders are evaluated against the ‘Technical Requirements’ document;

(b) the top 3 scoring bids for each of the lots will then be invited to take the technical assessment test (as detailed in ‘Bidder Task — Lots 1 and 3 — Evaluation Scoring’).

Step 3:

(a) bidders take the relevant technical assessment test/s and are evaluated against the provided references/visit to the bidder’s client and the bidder’s submitted pricing (see ‘Commercial Schedule – Evaluation Scoring’);

(b) bidders are allocated a total score against all 4 of the evaluation criteria, as detailed below in Table 1: evaluation breakdown.

The contract(s) will be awarded to the successful bidder(s).

Full details of the evaluation criteria can be found in the following documents. Before submitting your response, it is the bidder’s responsibility to make sure they have studied and made reference to all of the following:

Documents for reference:

1) ‘Selection Questionnaire’ (complete as appropriate to bid).

For which the following will be used to score applications.

2) ‘SQ — Evaluation and Scoring’;

3) ‘Specification and Tender Response Document’. This document also contains sections that detail the following:

— how responses to our technical criteria are scored.

(i) Lots 1-3 — evaluation and scoring.

— how references and a client site visit is to be scored.

(ii) references and site visit — evaluation and scoring.

— how a task for bids to Lots 1 and 3 is to be scored.

(iii) bidder task — Lots 1 and 3 — evaluation and scoring — how pricing is to be scored;

(iv) commercial — evaluation and scoring.

4) Evaluation and scoring documents in which bidders will be scored.

(a) ‘Lots 1 and 3 – Evaluation and Scoring’;

(b) ‘References and Site Visit — Evaluation and Scoring’,

(c) ‘Bidder Task — Lots 1 qnd 3 Evaluation and Scoring’,

(d) ‘Commercial — Evaluation and Scoring’.

As referred to in the project timescale and description above it is required that any invited bids for Lots 1, 2 and 3 will be evaluated against a range of technical criteria, of which there is the requirement for the provision of both an implementation plan and deliverables.

Specifically, within the ‘Tender Overview Technical Specification and Tender Evaluation’ document there is the technical requirement that for Lot 1 ‘BI Tools’ and Lot 2 ‘Data warehouse and Hosting’, points 1.88 and 2.88 respectively that;

‘Suppliers must set out in no more than 500 words, excluding the additional requirement of a chart, or charts e.g. Gantt style or otherwise, the steps and timescales involved in the initial product configuration and setup. Please list all steps that are required prior to the products initial use. It should be indicated where appropriate which items are the supplier’s or the Trust’s responsibility.’

Further and or also that for Lot 3 ‘Data Warehouse Design and Build’ invited bids should again, whilst meeting the other listed technical criteria, also furnish a response for which they will be evaluated to the criteria detailed within points 3.10 and 3.11 respectively that;

‘The Trust has an ambition to provide the first working solution within 3 months of signing a contract. Suppliers must state if this is achievable and describe how they will deliver a first working solution of a data warehouse as described in Lot 2 and Lot 3 in this time frame.’

And that:

‘Suppliers should outline their anticipated build programme in a Gantt-chart/s and/or similar and or no more than 500 words.’

The BI platform is a significant enabler for the strategy and we are seeking supplier(s) who embrace our values (patients first, working together and always improving) and would like to make a difference to our communities through the use of data. Our preferred approach would be to work in partnership on this project and believe there may be the opportunity for the partnership to provide BI Platforms to others in the future.

If the relevant documentary evidence referred to in the selection questionnaire is not provided upon request and without delay we reserve the right to amend the contract award decision and award to the next compliant bidder.

Consequences of misrepresentation.

If you seriously misrepresent any factual information in filling in the selection questionnaire, and so induce an authority to enter into a contract, there may be significant consequences. You may be excluded from the procurement procedure, and from bidding for other contracts for 3 years. If a contract has been entered into you may be sued for damages and the contract may be rescinded. If fraud, or fraudulent intent, can be proved, you or your responsible officers may be prosecuted and convicted of the offence of fraud by false representation, and you must be excluded from further procurement’s for 5 years.

II.2.10)Information about variants

Variants will be accepted: yes

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

The BI platform project being tendered for is for a period of 5 years, with the reserved option of a 2-year extension. The build phase will run until March 2022; however we require early deliverable by December 2019 to meet milestones within our global digital exemplar programme.

II.2)Description

II.2.1)Title:

Design and Build (Data Warehouse)

Lot No: 3

II.2.2)Additional CPV code(s)

72212482

II.2.3)Place of performance

NUTS code: UKJ32
Main site or place of performance:

Southampton.

II.2.4)Description of the procurement:

The Trust is looking for a supplier to provide skilled, experienced and knowledgeable resources that can design and build a new data warehouse to industry standards. The Trust has a detailed understanding of the data and how it relates across the source systems, as well as very significant expertise in database technologies. Thus the supplier will be expected to collaborate with Trust staff, to make best use of the skills and knowledge from both parties.

Data sets will be brought online at different stages during the build period, and over the life of the system, it is anticipated that some of the source systems might change. There will therefore be a degree of ‘data stitching’ work to include as part of the warehouse development. Suppliers should evidence experience of both types of work.

The Trust already has an established integration engine – InterSystems Health Connect, into which many of the Trusts systems (see Table 1) feed (see Figure 1 Current System Feeds to UHS Integration Engine’). This incorporates the spine mini-services provider and we intend to manage the extraction and the majority of the translation prior to load into the data warehouse provided under Lot 2.

The design must support the ability to identify, resolve and report on any data quality issues found within the source data, whilst minimising the impact poor data quality has on submissions, reports or performance dashboards.

We anticipate a need for ongoing maintenance and further development after the initial build contract has come to an end. The bidder will involve with UHS Informatics staff during the design and build process to ensure sufficient knowledge-and-skills transfer for them to take on ongoing maintenance and development tasks. To support this, the supplier will be required to document and implement appropriate change control processes. The specification for this Lot is listed within the ‘Lot 3 Detailed Requirements’ section (linked to here on page 28).

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24
This contract is subject to renewal: no

II.2.9)Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2
Objective criteria for choosing the limited number of candidates:

Step 1:

(a) prospective bidders are evaluated against the ‘Selection Questionnaire’ (SQ) document;

(b) bidders will then be invited to tender (ITT) for the Lot/s for which they have successfully passed the evaluation questions of the SQ.

Step 2.

(a) tenders are evaluated against the ‘Technical Requirements’ document;

(b) the top 3 scoring bids for each of the Lots will then be invited to take the technical assessment test (as detailed in ‘Bidder Task — Lots 1 and 3 – Evaluation Scoring’).

Step 3:

(a) bidders take the relevant technical assessment test/s and are evaluated against the provided references/visit to the bidder’s client and the bidder’s submitted Pricing (see ‘Commercial Schedule – Evaluation Scoring’);

(b) bidders are allocated a total score against all 4 of the evaluation criteria, as detailed below in Table 1: evaluation breakdown.

The contract(s) will be awarded to the successful bidder(s).

Full details of the evaluation criteria can be found in the following documents. Before submitting your response, it is the bidder’s responsibility to make sure they have studied and made reference to all of the following:

Documents for reference:

1) ‘Selection Questionnaire’ (complete as appropriate to bid).

For which the following will be used to score applications

2) ‘SQ — Evaluation and Scoring’;

3) ‘Specification and Tender Response Document’. This document also contains sections that detail the following:

— how responses to our technical criteria are scored.

(i) Lots 1-3 — evaluation and scoring.

— how references and a client site visit is to be scored.

(ii) references and site visit — evaluation and scoring.

— how a task for bids to Lots 1 and 3 is to be scored.

(iii) bidder task — Lots 1 and 3 — evaluation and scoring — how pricing is to be scored;

(iv) commercial — evaluation and scoring.

4) evaluation and scoring documents in which bidders will be scored.

(a) ‘Lots 1 and 3 – Evaluation and Scoring’;

(b) ‘References and Site Visit — Evaluation and Scoring’;

(c) ‘Bidder Task — Lots 1 and 3 Evaluation and Scoring’,

(d) ‘Commercial — Evaluation and Scoring’.

As referred to in the project timescale and description above it is required that any invited bids for Lots 1, 2 and 3 will be evaluated against a range of technical criteria, of which there is the requirement for the provision of both an implementation plan and deliverables.

Specifically, within the ‘Tender Overview Technical Specification and Tender Evaluation’ document there is the technical requirement that for Lot 1 ‘BI Tools’ and Lot 2 ‘Data warehouse and Hosting’, points 1.88 and 2.88 respectively that;

‘Suppliers must set out in no more than 500 words, excluding the additional requirement of a chart, or charts e.g. Gantt style or otherwise, the steps and timescales involved in the initial product configuration and setup. Please list all steps that are required prior to the products initial use. It should be indicated where appropriate which items are the supplier’s or the Trust’s responsibility.’

Further and or also that for Lot 3 ‘Data Warehouse Design and Build’ invited bids should again, whilst meeting the other listed technical criteria, also furnish a response for which they will be evaluated to the criteria detailed within points 3.10 and 3.11 respectively that;

‘The Trust has an ambition to provide the first working solution within 3 months of signing a contract. Suppliers must state if this is achievable and describe how they will deliver a first working solution of a data warehouse as described in Lot 2 and Lot 3 in this time frame.’

And that:

‘Suppliers should outline their anticipated build programme in a Gantt-chart/s and/or similar and or no more than 500 words.’

The BI Platform is a significant enabler for the strategy and we are seeking supplier(s) who embrace our values (patients first, working together and always improving) and would like to make a difference to our communities through the use of data. Our preferred approach would be to work in partnership on this project and believe there may be the opportunity for the partnership to provide BI Platforms to others in the future.

If the relevant documentary evidence referred to in the selection questionnaire is not provided upon request and without delay we reserve the right to amend the contract award decision and award to the next compliant bidder.

Consequences of misrepresentation.

If you seriously misrepresent any factual information in filling in the selection questionnaire, and so induce an authority to enter into a contract, there may be significant consequences. You may be excluded from the procurement procedure, and from bidding for other contracts for 3 years. If a contract has been entered into you may be sued for damages and the contract may be rescinded. If fraud, or fraudulent intent, can be proved, you or your responsible officers may be prosecuted and convicted of the offence of fraud by false representation, and you must be excluded from further procurement’s for 5 years.

II.2.10)Information about variants

Variants will be accepted: yes

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no

II.2.14)Additional information

The BI Platform project being tendered for is for a period of 5 years, with the reserved option of a 2 year extension. The build phase will run until March 2022; however we require early deliverable s by December 2019 to meet milestones within our global digital exemplar programme.

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation

III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

Selection criteria as stated in the procurement documents.

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

As defined within the procurement documentation and as worked up prior to contract award.

III.2.3)Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Competitive procedure with negotiation
IV.1.3)Information about a framework agreement or a dynamic purchasing system

IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated

IV.1.5)Information about negotiation

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 25/09/2019
Local time: 12:00

IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 07/10/2019

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
IV.2.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted

VI.3)Additional information:

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

Information about lots.

Selected qualifying vendors will be invited to bid for 1 or more and or all of 3 Lots:

(i) Lot 1;

(ii) Lot 2; or

(iii) Lot 3 – each Lot bid on separately and considered as single bids and/or

(iv) Lots 1 and 2,

(v) Lots 1 and 3; or

(vi) Lots 2 and 3 – each lot pair combination being bid on as separate combinations and/or;

(vii) all lots (1, 2 and 3) — It is possible for a bidder to have the highest score for an individual lot and still not win the tender.

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-Southampton:-Business-intelligence-software-development-services./8V5D7Z6A5R

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/8V5D7Z6A5R

Go reference: GO-2019823-PRO-15290411

VI.4)Procedures for review

VI.4.1)Review body

University Hospital Southampton NHS Foundation Trust
Graham Road
Southampton
SO14 0YG
United Kingdom
Telephone: +44 2380540049

VI.4.2)Body responsible for mediation procedures

University Hospital Southampton NHS Foundation Trust
Graham Road
Southampton
SO14 0YG
United Kingdom
Telephone: +44 2380540049
VI.4.3)Review procedure

VI.4.4)Service from which information about the review procedure may be obtained

University Hospital Southampton NHS Foundation Trust
Graham Road
Southampton
SO14 0YG
United Kingdom
Telephone: +44 2380540049

VI.5)Date of dispatch of this notice:

23/08/2019

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