Achievement Table - Employment and Social Development Canada

Federal Contractors Program
Achievement Table
The Achievement Table is designed to assist organizations covered by the Federal Contractors
Program track their progress toward achieving full representation of the four designated groups:
women, Aboriginal peoples, persons with disabilities and members of visible minorities. It gathers
the data that was submitted by your organization for the previous compliance assessment and
compares it to the data being submitted for the current compliance assessment to determine
whether reasonable progress was made towards decreasing areas of under-representation.
The Achievement Table is a Microsoft Excel workbook consisting of the following seven
worksheets:
1) Workforce Analysis
2) Flow Data Analysis
3) Goals
4) Results for Women
5) Results for Aboriginal Peoples
6) Results for Persons with Disabilities
7) Results for Members of Visible Minorities
Before starting to complete the Achievement Table, you will need to gather the following
information:
1) Results of your organization’s Workforce Analysis - Summary Report generated in the
Workplace Equity Information Management System (WEIMS) that was submitted for the
previous compliance assessment and the one being submitted for the current compliance
assessment.
2) The number of employees and designated groups hired, promoted and terminated (flow data)
over the years between the previous and current compliance assessments at the national level.
This data can be obtained from Forms 4, 5 and 6 generated for your organization in WEIMS or
from your own records.
3) The short-term and long-term numerical goals that were established by your organization
for the previous and the current compliance assessments.
Information is entered in the blue fields only.
In addition to these instructions, comments are included in the worksheets to assist you in
completing the Achievement Table. Cells with comments have red triangles in the upper-right
corners. If you rest the pointer over a cell that has a red triangle, the comment appears.
Annex A lists definitions of terms used throughout this document.
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Part 1: Workforce Analysis
In the WorkforceAnalysis worksheet, you will be data entering the results from your
organization’s Workforce Analysis – Summary Reports from the previous and the current
compliance assessments.
You will start by data entering the results from the previous workforce analysis into the Workforce
Analysis worksheet in the following sequence: women, Aboriginal peoples, members of visible
minorities then persons with disabilities. Afterwards, you will enter the information in the same
sequence from the current workforce analysis.
The following are the instructions for completing the WorkforceAnalysis worksheet.
Data from Previous Workforce Analysis
1) In cell A3 (column A row 3), enter your organization’s legal name.
2) In cell A4 (column A row 4), enter today’s date or the date that you completed the Achievement
Table.
3) Start data entering the results from the previous Workforce Analysis – Summary Report on
Women. Under the Date of Previous Workforce Analysis, year (YYYY), click cell C11 (column C
row 11). This will activate the drop-down arrow . Click the drop-down arrow and select the
year used for the previous compliance assessment’s workforce analysis.
4) Click cell D11 (column D row 11) to activate the drop-down arrow for the month (MM). Click
the drop-down arrow and select the month used for the previous compliance assessment’s
workforce analysis.
5) Click cell E11 (column E row 11) to activate the drop-down arrow for the day (DD). Click the
drop-down arrow and select the day used for the previous compliance assessment’s workforce
analysis.
Table 1: Women
6) Under column C, enter the number of all employees for each Employment Equity Occupational
Group (EEOG) from the previous workforce analysis All Employees #.
7) Under column D, enter the number of women employees by EEOG from the previous workforce
analysis Representation #.
8) Under column E, enter the percentage Canadian labour market availability of women by EEOG
from the previous workforce analysis Availability %.
9) Under the Source, click cell C35 (column C row 35) to activate the drop-down arrow. Click the
drop-down arrow and select the source of the availability data that was used for the previous
compliance assessment’s workforce analysis.
Table 2: Aboriginal Peoples
10) Under column D, enter the number of Aboriginal employees by EEOG from the previous
workforce analysis Representation #.
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11) Under column E, enter the percentage Canadian labour market availability of Aboriginal
peoples by EEOG from the previous workforce analysis Availability %.
Table 3: Members of Visible Minorities
12) Under column D, enter the number of members of visible minority employees by EEOG from the
previous workforce analysis Representation #.
13) Under column E, enter the percentage Canadian labour market availability of members of
visible minorities by EEOG from the previous workforce analysis Availability %.
Table 4: Persons with Disabilities
14) Under column D, enter the number of employees with disabilities by EEOG from the previous
workforce analysis Representation #.
15) Under column E, enter the percentage Canadian labour market availability of persons with
disabilities by EEOG from the previous workforce analysis Availability %.
16) Under the Source, click cell C130 (column C row 130) to activate the drop-down arrow. Click
the drop-down arrow and select the source of the availability data that was used for the
previous compliance assessment’s workforce analysis.
Data from Current Workforce Analysis
1) Start data entering the results from the current Workforce Analysis – Summary Report on
Women. Under the Date of Current Workforce Analysis, click cell G11 (column G row 11) to
activate the drop-down arrow for the year (YYYY). Click the drop-down arrow and select the
year used for the current compliance assessment’s workforce analysis.
2) Click cell H11 (column H row 11) to activate the drop-down arrow for the month (MM). Click
the drop-down arrow and select the month used for the current compliance assessment’s
workforce analysis.
3) Click cell I11 (column I row 11) to activate the drop-down arrow for the day (DD). Click the
drop-down arrow and select the day used for the current compliance assessment’s workforce
analysis.
Table 5: Women
4) Under column G, enter the number of all employees for each EEOG from the current workforce
analysis All Employees #.
5) Under column H, enter the number of women employees by EEOG from the current workforce
analysis Representation #.
6) Under column I, enter the percentage Canadian labour market availability of women by EEOG
from the current workforce analysis Availability %.
7) Under the Source, click cell G35 (column G row 35) to activate the drop-down arrow. Click the
drop-down arrow and select the source of the availability data that was used for the current
compliance assessment’s workforce analysis.
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Table 6: Aboriginal Peoples
8) Under column H, enter the number of Aboriginal employees by EEOG from the current
workforce analysis Representation #.
9) Under column I, enter the percentage Canadian labour market availability of Aboriginal peoples
by EEOG from the current workforce analysis Availability %.
Table 7: Members of Visible Minorities
10) Under column H, enter the number of members of visible minority employees by EEOG from the
current workforce analysis Representation #.
11) Under column I, enter the percentage Canadian labour market availability of members of visible
minorities by EEOG from the current workforce analysis Availability %.
Table 8: Persons with Disabilities
12) Under column H, enter the number of employees with disabilities by EEOG from the current
workforce analysis Representation #.
13) Under column I, enter the percentage Canadian labour market availability of persons with
disabilities by EEOG from the current workforce analysis Availability %.
14) Under the Source, click cell G130 (column G row 130) to activate the drop-down arrow. Click
the drop-down arrow and select the source of the availability data that was used for the current
compliance assessment’s workforce analysis.
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Part 2: Flow Data Analysis
In the FlowDataAnalysis worksheet, you will be data entering the results from your organization’s
‘PDF’ versions of Form 4 (Permanent Full-time and Part-time Employees Hired), Form 5
(Permanent Full-time and Part-time Employees Promoted) and Form 6 (Permanent Fulltime and Part-time Employees Terminated) at the national level for the period between the
previous and current compliance assessments.
You will start by data entering the results for permanent full-time employees then permanent parttime employees for hires, promotions then terminations into the Flow Data Analysis worksheet in
the following sequence: women, Aboriginal peoples, persons with disabilities then members of
visible minorities.
The following are the instructions for completing the FlowDataAnalysis worksheet.
Data from Form 4 – Employees Hired
1) Under the Start Date of Flow Data, year (YYYY), click cell D8 (column D row 8). This will activate
the drop-down arrow. Click the drop-down arrow and select the starting year used for the flow
data. It is recommended to use the same year as the one used for the previous compliance
assessment’s workforce analysis.
2) Click cell E8 (column E row 8) to activate the drop-down arrow for the month (MM). Click the
drop-down arrow and select the starting month used for the flow data. It is recommended to
use the same month as the one used for the previous compliance assessment’s workforce
analysis.
3) Click cell F8 (column F row 8) to activate the drop-down arrow for the day (DD). Click the dropdown arrow and select the starting day used for the flow data. It is recommended to use the
same day as the one used for the previous compliance assessment’s workforce analysis.
4) Under the End Date of Flow Data, year (YYYY), click cell H8 (column H row 8). This will activate
the drop-down arrow. Click the drop-down arrow and select the end year used for the flow
data. It is recommended to use the same year as the one used for the current compliance
assessment’s workforce analysis.
5) Click cell I8 (column I row 8) to activate the drop-down arrow for the month (MM). Click the
drop-down arrow and select the end month used for the flow data. It is recommended to use the
same month as the one used for the current compliance assessment’s workforce analysis.
6) Click cell J8 (column J row 8) to activate the drop-down arrow for the day (DD). Click the dropdown arrow and select the end day used for the flow data. It is recommended to use the same
day as the one used for the previous compliance assessment’s workforce analysis.
Table 1: Women
7) Start data entering the results from Form 4 A – Federal Contractors Program: Employees
Hired, Full-Time / National. Under column C of the Flow Data Analysis worksheet, enter the
number of all permanent full-time employees hired by EEOG from Form 4 A, All Employees,
Total Column (Col.) 1.
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8) Under column D, enter the number of all permanent full-time women employees hired by EEOG
from Form 4 A, All Employees, Women Col. 3.
Table 2: Aboriginal Peoples
9) Under column D, enter the number of all permanent full-time Aboriginal employees hired by
EEOG from Form 4 A, Aboriginal Peoples, Total Col. 4.
Table 3: Persons with Disabilities
10) Under column D, enter the number of all permanent full-time employees with disabilities hired
by EEOG from Form 4 A, Persons with Disabilities, Total Col. 7.
Table 4: Members of Visible Minorities
11) Under column D, enter the number of all permanent full-time members of visible minority
employees hired by EEOG from Form 4 A, Members of Visible Minorities, Total Col. 10.
Table 1: Women
12) Start data entering the results from Form 4 B – Federal Contractors Program: Employees
Hired, Part-Time / National. Under column E of the Flow Data Analysis worksheet, enter the
number of all permanent part-time employees hired by EEOG from Form 4 B, All Employees,
Total Col. 1.
13) Under column F, enter the number of all permanent part-time women employees hired by EEOG
from Form 4 B, All Employees, Women Col. 3.
Table 2: Aboriginal Peoples
14) Under column F, enter the number of all permanent part-time Aboriginal employees hired by
EEOG from Form 4 B, Aboriginal Peoples, Total Col. 4.
Table 3: Persons with Disabilities
15) Under column F, enter the number of all permanent part-time employees with disabilities hired
by EEOG from Form 4 B, Persons with Disabilities, Total Col. 7.
Table 4: Members of Visible Minorities
16) Under column F, enter the number of all permanent part-time members of visible minority
employees hired by EEOG from Form 4 B, Members of Visible Minorities, Total Col. 10.
Data from Form 5 – Employees Promoted
Table 5: Women
1) Start data entering the results from Form 5 A – Federal Contractors Program: Employees
Promoted, Full-Time / National. Under column H of the Flow Data Analysis worksheet, enter
the number of all permanent full-time employees promoted by EEOG from Form 5 A, All
Employees, Total Col. 1.
2) Under column I, enter the number of all permanent full-time women employees promoted by
EEOG from Form 5 A, All Employees, Women Col. 3.
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Table 6: Aboriginal Peoples
3) Under column I, enter the number of all permanent full-time Aboriginal employees promoted
by EEOG from Form 5 A, Aboriginal Peoples, Total Col. 4.
Table 7: Persons with Disabilities
4) Under column I, enter the number of all permanent full-time employees with disabilities
promoted by EEOG from Form 5 A, Persons with Disabilities, Total Col. 7.
Table 8: Members of Visible Minorities
5) Under column I, enter the number of all permanent full-time members of visible minority
employees promoted by EEOG from Form 5 A, Members of Visible Minorities, Total Col. 10.
Table 5: Women
6) Start data entering the results from Form 5 B – Federal Contractors Program: Employees
Promoted, Part-Time / National. Under column J of the Flow Data Analysis worksheet, enter
the number of all permanent part-time employees promoted by EEOG from Form 5 B, All
Employees, Total Col. 1.
7) Under column K, enter the number of all permanent part-time women employees promoted by
EEOG from Form 5 B, All Employees, Women Col. 3.
Table 6: Aboriginal Peoples
8) Under column K, enter the number of all permanent part-time Aboriginal employees promoted
by EEOG from Form 5 B, Aboriginal Peoples, Total Col. 4.
Table 7: Persons with Disabilities
9) Under column K, enter the number of all permanent part-time employees with disabilities
promoted by EEOG from Form 5 B, Persons with Disabilities, Total Col. 7.
Table 8: Members of Visible Minorities
10) Under column K, enter the number of all permanent part-time members of visible minority
employees promoted by EEOG from Form 5 B, Members of Visible Minorities, Total Col. 10.
Data from Form 6 – Employees Terminated
Table 9: Women
1) Start data entering the results from Form 6 A – Federal Contractors Program: Employees
Terminated, Full-Time / National. Under column M of the Flow Data Analysis worksheet,
enter the number of all permanent full-time employees terminated by EEOG from Form 6 A, All
Employees, Total Col. 1.
2) Under column N, enter the number of all permanent full-time women employees terminated by
EEOG from Form 6 A, All Employees, Women Col. 3.
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Table 10: Aboriginal Peoples
3) Under column N, enter the number of all permanent full-time Aboriginal employees terminated
by EEOG from Form 6 A, Aboriginal Peoples, Total Col. 4.
Table 11: Persons with Disabilities
4) Under column N, enter the number of all permanent full-time employees with disabilities
terminated by EEOG from Form 6 A, Persons with Disabilities, Total Col. 7.
Table 12: Members of Visible Minorities
5) Under column N, enter the number of all permanent full-time members of visible minority
employees terminated by EEOG from Form 6 A, Members of Visible Minorities, Total Col. 10.
Table 9: Women
6) Start data entering the results from Form 6 B – Federal Contractors Program: Employees
Promoted, Part-Time / National. Under column O of the Flow Data Analysis worksheet, enter
the number of all permanent part-time employees terminated by EEOG from Form 6 B, All
Employees, Total Col. 1.
7) Under column P, enter the number of all permanent part-time women employees terminated by
EEOG from Form 6 B, All Employees, Women Col. 3.
Table 10: Aboriginal Peoples
8) Under column P, enter the number of all permanent part-time Aboriginal employees terminated
by EEOG from Form 6 B, Aboriginal Peoples, Total Col. 4.
Table 11: Persons with Disabilities
9) Under column P, enter the number of all permanent part-time employees with disabilities
terminated by EEOG from Form 6 B, Persons with Disabilities, Total Col. 7.
Table 12: Members of Visible Minorities
10) Under column P, enter the number of all permanent part-time members of visible minority
employees terminated by EEOG from Form 6 B, Members of Visible Minorities, Total Col. 10.
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Part 3: Goals
In the Goals worksheet, you will be data entering the short-term and long-term numerical goals
that your organization established for the previous and the current compliance assessments.
You will start by data entering the results for the short-term then long-term goals from the
previously submitted Summary of Goals into the Goals worksheet in the following sequence:
women, Aboriginal peoples, persons with disabilities then members of visible minorities.
Afterwards, you will enter the information in the same sequence for the current goals.
The following are the instructions for completing the Goals worksheet.
Data from Previous Summary of Goals
1) Start by data entering the duration of the previously submitted short-term goals from your
Summary of Goals. Cell C13 (column C row 13) displays the starting year for the establishment
of the short-term goals which will be automatically populated and equivalent to the year used
for the previous compliance assessment’s workforce analysis. Under the Duration of Previous
Goals, Short-term To year (YYYY), click cell D13 (column D row 13) to activate the drop-down
arrow. Click the drop-down arrow and select the end year covered by the short-term goals for
the previous compliance assessment.
2) For the previously submitted long-term goals, cell E13 (column E row 13) displays the same
starting year for the establishment of the long-term goals as the short-term goals and the
previous compliance assessment’s workforce analysis. Under the Duration of Previous Goals,
Long-term To year (YYYY), click cell F13 (column F row 13) to activate the drop-down arrow.
Click the drop-down arrow and select the end year covered by the long-term goals for the
previous compliance assessment.
Table 1: Women
3) Under column C enter the number of the short-term hiring and promotion goal for women by
EEOG from the previous compliance assessment and/or under column D enter the percentage
share of short-term hiring and promotion goal for women by EEOG from the previous
compliance assessment.
4) Under column E enter the number of the long-term hiring and promotion goal for women by
EEOG from the previous compliance assessment and/or under column F enter the percentage
share of long-term hiring and promotion goal for women by EEOG from the previous
compliance assessment.
Table 2: Aboriginal Peoples
5) Under column C enter the number of the short-term hiring and promotion goal for Aboriginal
peoples by EEOG from the previous compliance assessment and/or under column D enter the
percentage share of short-term hiring and promotion goal for Aboriginal peoples by EEOG from
the previous compliance assessment.
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6) Under column E enter the number of the long-term hiring and promotion goal for Aboriginal
peoples by EEOG from the previous compliance assessment and/or under column F enter the
percentage share of long-term hiring and promotion goal for Aboriginal peoples by EEOG from
the previous compliance assessment.
Table 3: Persons with Disabilities
7) Under column C enter the number of the short-term hiring and promotion goal for persons with
disabilities by EEOG from the previous compliance assessment and/or under column D enter
the percentage share of short-term hiring and promotion goal for persons with disabilities by
EEOG from the previous compliance assessment.
8) Under column E enter the number of the long-term hiring and promotion goal for persons with
disabilities by EEOG from the previous compliance assessment and/or under column F enter
the percentage share of long-term hiring and promotion goal for persons with disabilities by
EEOG from the previous compliance assessment.
Table 4: Members of Visible Minorities
9) Under column C enter the number of the short-term hiring and promotion goal for members of
visible minorities by EEOG from the previous compliance assessment and/or under column D
enter the percentage share of short-term hiring and promotion goal for members of visible
minorities by EEOG from the previous compliance assessment.
10) Under column E enter the number of the long-term hiring and promotion goal for members of
visible minorities by EEOG from the previous compliance assessment and/or under column F
enter the percentage share of long-term hiring and promotion goal for members of visible
minorities by EEOG from the previous compliance assessment.
Data from Current Goals
1) Start by data entering the duration of the currently submitted short-term goals. Cell H13
(column H row 13) displays the starting year for the establishment of the short-term goals
which will be automatically populated and equivalent to the year used for the current
compliance assessment’s workforce analysis. Under the Duration of Current Goals, Short-term
To year (YYYY), click cell I13 (column I row 13) to activate the drop-down arrow. Click the
drop-down arrow and select the end year covered by the short-term goals for the current
compliance assessment.
2) For the currently submitted long-term goals, cell J13 (column J row 13) displays the same
starting year for the establishment of the long-term goals as the short-term goals and the
current compliance assessment’s workforce analysis. Under the Duration of Current Goals,
Long-term To year (YYYY), click cell K13 (column K row 13) to activate the drop-down arrow.
Click the drop-down arrow and select the end year covered by the long-term goals for the
current compliance assessment.
Table 5: Women
3) Under column H enter the number of the short-term hiring and promotion goal for women by
EEOG for the current compliance assessment and/or under column I enter the percentage share
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of short-term hiring and promotion goal for women by EEOG for the current compliance
assessment.
4) Under column J enter the number of the long-term hiring and promotion goal for women by
EEOG for the current compliance assessment and/or under column K enter the percentage
share of long-term hiring and promotion goal for women by EEOG for the current compliance
assessment.
Table 6: Aboriginal Peoples
5) Under column H enter the number of the short-term hiring and promotion goal for Aboriginal
peoples by EEOG for the current compliance assessment and/or under column I enter the
percentage share of short-term hiring and promotion goal for Aboriginal peoples by EEOG for
the current compliance assessment.
6) Under column J enter the number of the long-term hiring and promotion goal for Aboriginal
peoples by EEOG for the current compliance assessment and/or under column K enter the
percentage share of long-term hiring and promotion goal for Aboriginal peoples by EEOG for
the current compliance assessment.
Table 7: Persons with Disabilities
7) Under column H enter the number of the short-term hiring and promotion goal for persons with
disabilities by EEOG for the current compliance assessment and/or under column I enter the
percentage share of short-term hiring and promotion goal for persons with disabilities by EEOG
for the current compliance assessment.
8) Under column J enter the number of the long-term hiring and promotion goal for persons with
disabilities by EEOG for the current compliance assessment and/or under column K enter the
percentage share of long-term hiring and promotion goal for persons with disabilities by EEOG
for the current compliance assessment.
Table 8: Members of Visible Minorities
9) Under column H enter the number of the short-term hiring and promotion goal for members of
visible minorities by EEOG for the current compliance assessment and/or under column I enter
the percentage share of short-term hiring and promotion goal for members of visible minorities
by EEOG for the current compliance assessment.
10) Under column J enter the number of the long-term hiring and promotion goal for members of
visible minorities by EEOG for the current compliance assessment and/or under column K enter
the percentage share of long-term hiring and promotion goal for members of visible minorities
by EEOG for the current compliance assessment.
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Parts 4 to 7: Results for the Four Designated Groups
The four Results worksheets gathers all of the information that was completed in the preceding
worksheets to provide a comparison of the previously and currently submitted results for each of
the four designated groups by EEOG.
The following are highlights of the information that will be displayed in the Results worksheets:
 The Workforce Analysis section provides the Employment Equity (EE) Result or the Utilization
Rate which compares the internal representation of the designated group to their external
availability in the Canadian labour market. Where the EE Result is below 80%, it is
recommended to address the gaps in representation through goal setting.
 The Flow Data Analysis section identifies trends in the hiring, promoting and terminating of
designated group members in your workplace. It compares the actual and the expected number
of hires, promotions and terminations to determine whether under-representation of the
designated groups is the result of recruitment below external availability, promotion below
internal representation and/or termination above internal representation and where more
effort may be required to increase representation.
 The Flow Data Analysis section calculates the Turnover Rate based on your organization’s data
which you can assist you in setting your goals.
 The New Entrants section calculates the sum of the designated group’s hires and promotions
data.
 The Goals section provides the Percent of Goal Met results which compares the designated
group’s actual number or percentage of new entrants to the goals that were submitted for the
previous compliance assessment. It also projects what the results would be if the same trends in
hiring and promoting are continued over the next three years.
Comments
1) Under the Comments section of each of Parts 4 to 7 worksheets, you may provide comments.
Thank you for completing the Achievement Table.
Feedback
The Labour Program of Employment and Social Development Canada continually strives to improve
its documentation and service to Canadians. If you have any comments or suggestions on how to
strengthen this document, please contact us at [email protected].
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Annex A
Definitions of Terms
Term
Cell reference
Data entry
Designated groups
Employment Equity
Occupational Group (EEOG)
Employment Equity (EE)
Result or Utilization Rate
Flow Data Analysis
Workbook
Workforce Analysis
Worksheet
Worksheet tabs
Description
The identification of a specific cell by its intersecting column letter and
row number in a Microsoft Excel file
To manually enter (i.e., type in) information
Means women, Aboriginal peoples, persons with disabilities and
members of visible minorities as defined under the Employment Equity
Act
Employees are coded by the four-digit National Occupational
Classification codes based on the functions of their positions which are
subsequently rolled up into 14 occupational groups
The number of the designated group in a workplace divided by the
number of their availability in the Canadian labour market expressed as a
percentage
Identifies trends in the hiring, promoting and terminating of designated
group members in a workplace
A Microsoft Excel file that contains one or more worksheets
A comparison of an organization’s workforce representation and external
Canadian labour market availability to identify if there are any gaps in
the representation of the designated groups
The primary document that you use in Microsoft Excel to store and work
with data
The labels along the lower border of the workbook window that identify
each worksheet
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