CRIMINAL JUSTICE & LAW ENFORCEMENT RECORDS MANAGEMENT ...

Event Agenda

CRIMINAL JUSTICE & LAW ENFORCEMENT RECORDS

MANAGEMENT & TECHNOLOGYCONFERENCE & EXHIBITION

May 27–29, 2021Gaylord Opryland Resort & Convention Center

Nashville, TN

http://conference.policerecordsmanagement.com/

Table of Contents

Welcome Letter ............................................................................................................ 1

Remote Attendance ...................................................................................................... 2

Top 5 Emerging Trends ................................................................................................. 3

Our Sponsors .............................................................................................................. 4

Conference Agenda ...................................................................................................... 5

Detailed Breakout Session Information ............................................................................. 7

Instructor Bios ............................................................................................................ 12

Meet Our Sponsors ..................................................................................................... 15

POLICERECORDSMANAGEMENT.COMPOLICERECORDSMANAGEMENT.COM

POLICERECORDSMANAGEMENT.COMPOLICERECORDSMANAGEMENT.COM 1

Welcome to LERM!

For the next couple of days while you are here, take full advantage of the networking and learning opportunities around you. We encourage you to meet your colleagues from around the country and interact with our expert instructors, all of whom have deep experience in law enforcement information management.

Please review the instructions herein for using the conference app. It will allow you to bookmark the sessions you want to attend, chat with other attendees and post pictures of your journey. Have fun!

Thank you for attending and stay safe!

Regards,

Ed Claughton President, PRI Management Group

Welcome to LERM 2021


Accessing LERM Remotely

Beginning on May 27, login to the conference at the top of the home page: conference.policerecordsmanagement.com.

Click on the magic link option (pictured below) and enter your email address. You will then receive an email with a link to join the conference. Once logged in, navigate to the Agenda page and there will be an option to join the sessions.

The sessions will be broadcast live. You do not need a microphone or camera. You will have the ability to submit questions via the chat feature. All sessions will be recorded and available after the conference.

Conference App

The LERM conference app will allow you to interact with all of your fellow attendees, schedule and save the sessions you want to attend, review all session information, chat, and share your fun conference pics!

In the Google Play store, search for the Zoho Backstage for Attendees app. Once installed, search for the “LERM” conference. Follow the instructions to sign-in, create your profile so that others can see you are at LERM, and stay connected throughout the event!

REMOTE ATTENDANCE

http://conference.policerecordsmanagement.com/


TOP 5 EMERGING TRENDS

Case management is more important today under NIBRS than ever before, and more agencies are finding themselves in the news for incorrect reporting due to errors in this area. Managing the status and disposition of cases has been a challenge for law enforcement. These two important elements drive an agency's clearance rate and records retention compliance. They ensure that cases are being followed-up and closed out appropriately and in a timely manner. They help identify if a case is eligible for purging. They are perhaps one of the most overlooked functions of records management.

Sexual related crimes and police reporting of these offenses is under heightened scrutiny. Several high-profile cases of police agencies incorrectly classifying and clearing sexual offense crimes has led to media investigations of how law enforcement is approaching the reporting of these incidents.

Public records requests are on the rise. Agencies are searching for better, more fully integrated solutions to managing these requests, redacting records, and fulfilling them in faster and easier ways.

Budget cuts and political tinkering with law enforcement has led to increased demands on police records units. This mission creep includes placing non-records management related tasks on personnel whose function serves to ensure the proper management of agency information and compliance with regulations. These distractions will lead to non-compliance issues, inaccurate crime data and mismanagement of records.

Artificial intelligence and cloud computing are no longer considered new or risky. They are the new norm and agencies are comfortably adopting this technology.


OUR SPONSORS

https://www.valorsystems.com/atims

https://www.carfaxforpolice.com/

https://www.mark43.com/

https://www.myfivepoint.com/

https://www.hexagonsafetyinfrastructure.com/

https://bmiimaging.com/

http://www.policerecordsmanagement.com

https://viqsolutions.com/

https://www.quicketsolutions.com/qs/


EVENT AGENDA

DAY 1 – THURSDAY MAY 27, 202111:00am Vendor Set-up (DELTA D)01:00pm Registration (DELTA D)05:00pm Welcome Reception Exhibition Hall (DELTA D)

DAY 2 – FRIDAY MAY 28, 202107:30am Breakfast (DELTA C)08:15am Opening Ceremony (DELTA C)

BAYOU A BAYOU B BAYOU C BAYOU D

09:10am

Public Records Performance: Improving Responsiveness to Public Records Requests

Intro to Records Management in Law Enforcement

Agency Policy: Mitigating Records Management Risk

Digital Transformation in Criminal Justice: Advancing Modern Information Management

10:25am Break (BAYOU LOBBY)


10:35am

NIBRS Dashboarding: Achieving the 3% Error-rate

Case Management: Managing Status & Disposition Correctly

Leadership in Records: Maximizing Performance

Records Management: What's at Stake From a Chief's Perspective

12:00pm Lunch & Dedicated Exhibit Time (DELTA D)


01:05pm

NIBRS: Name That Crime



Introducing GovQuest: The Answer to Your Public Records Requests

02:25pm Break (DELTA D)


02:50pm

Public Records, Discovery & Subpoenas: Understanding Key Differences

Case Management: Managing Case Status & Disposition Correctly

Reducing Risk: Managing Body-worn Camera Records

Introducing GovQuest: The Answer to Your Public Records Requests


EVENT AGENDA

DAY 3 – SATURDAY MAY 29, 2021

07:30am Breakfast (DELTA D)


08:30am

Public Records Performance: Improving Responsiveness to Public Records Requests


Agency Policy: Mitigating Records Management Risk

Storytelling with Data in the Modern Era of Policing

09:45am Break (DELTA D)


10:25am

NIBRS Dashboarding: Achieving the 3% Error-rate

Records Retention Schedules: What They Mean and How to Comply


The COVID Tipping Point: Records Management Solutions that Keep Records Departments Open for Business, Drive Efficiencies and Solve Crime

12:10pm Lunch & Dedicated Exhibit Time (DELTA D)


02:10pm

Public Records, Discovery & Subpoenas: Understanding Key Differences

Records Retention Schedules: What They Mean and How to Comply

The COVID Tipping Point: Records Management Solutions that Keep Records Departments Open for Business, Drive Efficiencies and Solve Crime

Digital Transformation in Criminal Justice: Advancing Modern Information Management


BREAKOUT SESSIONS

SPEAKEREd Claughton, PRI

PUBLIC RECORDS PERFORMANCE: Improving Responsiveness to Public Records Requests

Delays in responding to public records requests is one of the most common causes of lawsuits. Agencies must track key performance indicators to prevent backlogs and liability. Learn what to track and how to improve workflows and process related to managing public records requests. Learn how technology can help with this time consuming task.

• Fri, May 28, 09:10 AM–10:25 AM, Bayou A

• Sat, May 29, 08:30 AM–09:45 AM, Bayou A

SPEAKERJoe Surges, PRI

INTRO TO RECORDS MANAGEMENT IN LAW ENFORCEMENT

Designed for new personnel, learn the fundamentals of law enforcement records management including business process, performance, compliance, and technology. Get oriented to managing agency records and operations, what areas are governed by law, and the basic technology systems used in Records.

• Fri, May 28, 01:05 PM–02:25 PM, Bayou B

• Sat, May 29, 08:30 AM–09:45 AM, Bayou B

SPEAKERDaniel Zehnder, PRI

AGENCY POLICY: Mitigating Records Management Risk

Many agencies don't have a records management policy or at least one that is current with today's approach to records management. No policy, no standards. No standards, no consistency. And without consistency there is no accountability for doing things right.

• Fri, May 28, 09:10 AM–10:25 AM, Bayou C


BREAKOUT SESSIONS

SPEAKERJulie Ubert, PRI

DIGITAL TRANSFORMATION IN CRIMINAL JUSTICE: Advancing Modern Information Management

Truly transforming your operations to become an efficient, digitally-driven organization means more than just going paperless. It requires eliminating paper-driven workflows and replacing them with automated process. It involves inventorying every touchpoint where your customers (department personnel, the public, and partner agencies) interact with your department in order to develop better information sharing. It results in happier and more efficient workplaces, better customer service, and the elimination of those old-fashioned ways of doing business.

• Fri, May 28, 09:10 AM–10:25 AM, Bayou D• Sat, May 29, 02:10 PM–03:30 PM, Bayou D


NIBRS DASHBOARDING: Achieving the 3% Error-rate

Transitioning to NIBRS requires acceptance of your agency's data by your state or FBI. This certification process involves the submission of three consecutive months of data, each with a less than 4% error rate. Learn how to do it and the tools needed to successfully get you there.

• Fri, May 28, 10:35 AM–11:55 AM, Bayou A• Sat, May 29, 10:25 AM–12:10 PM, Bayou A

SPEAKERBrian Cash, PRI

CASE MANAGEMENT: Managing Status & Disposition Correctly

The proper case status and disposition of cases must be maintained throughout the course of an investigation and prosecution. It doesn't end when an arrest is made. Knowing when a case is eligible for destruction and if it should be cleared starts with keeping this information correct.

• Fri, May 28, 10:35 AM–11:55 AM, Bayou B• Fri, May 28, 02:50 PM–04:05 PM, Bayou B


BREAKOUT SESSIONS

SPEAKERJulie Ubert, PRI

LEADERSHIP IN RECORDS: Maximizing Performance

A successful records unit begins with leadership. Learn about enhancing leadership awareness and competencies including: Leading with Intention, Emotional Intelligence, Trust and Credibility, Communication, and Difficult Conversations.

• Fri, May 28, 01:05 PM–02:25 PM, Bayou C• Sat, May 29, 10:25 AM–12:10 PM, Bayou C

SPEAKERFrank Kitzerow, PRI

RECORDS MANAGEMENT: What's at Stake From a Chief's Perspective

Records Management entails far greater resource management than just records in and records out. When a crisis hits, records management systems and public records responses play a significant role in navigating the critical incident to a successful conclusion. Public records requests are just the tip of the iceberg for a police agency. In fact, with the ongoing cry for police reform and police transparency, police agencies are called upon to produce ongoing data regarding various types of police related activities. Police Chiefs recognize that building and maintaining records divisions with fidelity is foundational to overall success. In this interactive presentation, we will discuss the significance of the organizational accuracy of these processes, and we will examine how they are applicable to real police case studies.

• Fri, May 28, 10:35 AM–11:55 AM, Bayou D


NIBRS: Name That Crime

An interactive NIBRS game show. Test your NIBRS knowledge and participate in this learning event. Laptop or cellphone required to participate.

• Fri, May 28, 01:05 PM–02:25 PM, Bayou A


BREAKOUT SESSIONS


INTRODUCING GOVQUEST: The Answer to Your Needs

PRI is pleased to introduce GovQuest, our revolutionary public records request and video redaction all-in-one solution. As an introductory offer, we will be offering access to this web-based, CJIS compliant system free to agencies which attend this session. With no system to purchase or install, GovQuest is an online application requiring a simple login. Once you are a GovQuest user, your agency can receive, track, approve, redact and send records right through the system.

Your customers will receive what they need with ease while your personnel will spend less time redacting, mailing, faxing, and burning discs. GovQuest agencies and citizens alike can search for and share records with each other, track the status of their request, and communicate right through GovQuest.

• Fri, May 28, 01:05 PM–02:25 PM, Bayou D• Fri, May 28, 02:50 PM–04:05 PM, Bayou D

SPEAKERJoe Surges, PRI

PUBLIC RECORDS, DISCOVERY & SUBPOENAS: Understanding Key Differences

Learn the key differences between public records requests, subpoena requests, and discovery requests, as well as 4 rules to remember. Topics include timing requirements, fees and what's required.

• Fri, May 28, 02:50 PM–04:05 PM, Bayou A• Sat, May 29, 02:10 PM–03:30 PM, Bayou A

SPEAKERDaniel Zehnder, PRI

REDUCING RISK: Managing Body-worn Camera Records

Whether or not video records shall be released according to the law is one matter while the decision to voluntarily release it is another. These issues are often conflated with the preservation of videos as “evidence”- a separate matter altogether from public records law. Learn about developing a good approach to managing these records.

• Fri, May 28, 02:50 PM–04:05 PM, Bayou C


BREAKOUT SESSIONS

SPEAKERWendy Gilbert, Mark 43

STORYTELLING WITH DATA IN THE MODERN ERA OF POLICING

The era of the simple Who, What, Where, When, Why police report is behind us. SRS, NIBRS, Stop Reporting, Use of Force: The proliferation of structured data requirements is growing exponentially.

The growth in demand for data placed on agencies is putting an increased burden on users to collect and departments to share this data. The question for law enforcement leadership is how do you use all of this data to tell a better story about what is happening in their departments? Can you improve community engagement with data? Are you collecting the right data?

It’s not just what data is being collected, but rather, how it is being collected and shared with interested constituents.

• Sat, May 29, 08:30 AM–10:15 AM, Bayou D

SPEAKERMichael Ledoux, Carfax

THE COVID TIPPING POINT: Records Management Solutions that Keep Records Departments Open for Business, Drive Efficiencies and Solve Crime

COVID has changed everything for law enforcement records departments. With the competing priorities of keeping the counter open safely while delivering high levels of customer service to citizens, records administrators require solutions that free up their time to do what matters most for their agencies.

Through the words and video testimonials of CARFAX for Police partners, along with our expert presenters, we’ll share the innovative solutions that help records administrators keep their agencies running efficiently and safely.

• Sat, May 29, 10:25 AM–11:25 AM, Bayou D• Sat, May 29, 02:10 PM–03:30 PM, Bayou C


RECORDS RETENTION SCHEDULES: What They Mean and How to Comply

Non-compliance with, or worse, a lack of records retention schedules leads to the premature destruction of records or, keeping them for too long. Learn how to build them, maintain them, get them approved and stay in compliance.

• Sat, May 29, 02:10 PM–03:30 PM, Bayou B


INSTRUCTOR BIOS

ED CLAUGHTONPresident, PRI

JOE SURGESInstructor, PRI

Lt. Edward Claughton (ret.) a 20 year law enforcement veteran, founded PRI Management Group after recognizing the need for expert training and consulting services in this field of law enforcement. He believed that true expertise must come from those who have done the job and who have a sincere interest in serving the profession with the utmost level of integrity and passion.

In addition to serving as CEO of PRI, Ed is a criminal justice records and IT management consultant with deep expertise in public records compliance, justice information management systems, case management and crime reporting. Ed specializes in bringing about organizational improvement, reporting accuracy and public records compliance through the effective management of information and the procurement, implementation and management of new public safety technologies.

Joseph Surges is an instructor with PRI with over 27 years of experience in law enforcement records operations. Joseph served with the Concord Police Department from 2000-2016 as the Records Manager, and began his career in 1991 with Contra Costa Sheriff's Office. He has served twice as President of CLEARS, and as the CLEARS Legislative Chair from 2001-2009. He also served on the POST State Records Manual revision project and on curriculum development for the POST Basic Records and Records Supervisor courses.

Joe specializes in public records and records management operations, and teaches a variety of courses with PRI.


INSTRUCTOR BIOS

DAN ZEHNDERPRI

JULIE UBERTInstructor, PRI

Daniel is a retired captain from the Las Vegas Metropolitan Police Department and instructor with PRI. His career culminated with his assignment as the Commander of the Communications Bureau. He was also the department’s Body-Worn Camera Program Manager for two and a half years where he was responsible for all aspects of planning, operations, and management of the department’s camera program.

Daniel is a subject matter expert for the Bureau of Justice Assistance Body-Worn Camera Pilot Implementation Program, Grant Training and Technical Assistance Team managed by CNA Corporation. He also serves as a body-worn camera grant peer reviewer for the Office of Justice Programs and is a member of the Bureau of Justice Assistance National Training and Technical Assistance Center’s Body-Worn Camera Speakers Bureau.

Dan holds a Bachelor of Science degree in Occupational Education. He is also a graduate of George Washington University where he earned a Master of Arts degree in Human Resources Management.

Julie Ubert is an instructor with PRI and an Administrative Manager with the Lake Stevens, WA Police Department . Julie began her career in 2004 and her expertise includes police records management, accreditation, policy and procedure, budget planning, hiring/recruitment, and public records disclosure.

Currently overseeing Police Records and Volunteers, Julie is also the accreditation, policy, and budget planning manager for the Department. Julie served as the Treasurer for the Washington State Law Enforcement Information and Records Association (LEIRA) since 2008 and in 2019 received their Lifetime Achievement Award.

Currently, she is an instructor, locally and nationally, for LEIRA and PRI Management Group. Julie holds a Bachelor's Degree in Hospitality Management from Washington State University and brings a unique perspective on balancing internal and external customer service.


INSTRUCTOR BIOS

BRIAN CASHPRI

Brian is an instructor, researcher, and curriculum builder for PRI and is a 30-year veteran of law enforcement. He retired from the Leesburg, FL Police Department where he served in investigations, records, and evidence where he oversaw the department's records and evidence operations.

Brian is a subject matter expert in public records, NIBRS and evidence management, and presents PRI training programs across the U.S. He holds a Bachelor's in Criminal Justice from Troy University.

FRANK KITZEROWPRI

Chief Frank Kitzerow (ret.) had an extensive career in law enforcement and most recently served as Chief for the Palm Beach Schools Police Department. Previously he served as Chief at the Jupiter, FL Police Department, and the Portsmouth, VA Police Department. His recognition of the importance of records management in law enforcement has enabled him to successfully manage and spearhead regional technology and information sharing projects including NorthCom and the LEX initiative. Chief Kitzerow holds a Masters in Public Administration and is a graduate of the FBI National Academy.


MEET OUR SPONSORS

PRI is a highly specialized management consulting firm that provides criminal justice agencies records management, IT and crime data consulting, training and project management services. With core competencies in public records, UCR/NIBRS, CJIS, CAD/RMS/JMS/CMS and records operations, PRI is transforming criminal justice information management in America.

VIQ Solutions | Net Transcripts is a global leader in secure capture, management, and transcription of your mission-critical audio and video evidence. With decades of experience and hundreds of active clients across the globe, VIQ provides a secure, easy-to-use, integrated workflow solution for law enforcement and criminal justice agencies. Our simple software offers flexible operation, simplified data management, and robust data security. Specialists in fast, accurate, and secure transcription of multi-speaker interviews, interrogations, jail calls, and more - as well as single-speaker, dictated report narratives and summaries for all investigative purposes. VIQ delivers best-of-breed software and services tailored to meet the demanding workflow requirements of our law enforcement and criminal justice partners while ensuring the confidentiality of the digital record.

BMI Imaging Systems is a CJIS-listed vendor and leading provider of secure microform scanning and data management solutions to law enforcement agencies nationwide. Established in 1958, BMI has acquired decades of experience in the secure conversion of microform and legacy system-based records for archiving within its innovative, affordable Digital ReeL solution or the RMS system of your choice.

Scalable SOC 2 Type II, NIST and CJIS-compliant facilities/processes, trained/experienced staff, unique and customizable capabilities, suitable insurance coverage and/or satisfied, referenceable clients are key criteria when selecting a microform/or and legacy data conversion partner. For over 60 years, government agencies and organizations of all kinds have partnered with BMI because we met their needs in these areas.

Hexagon’s Safety & Infrastructure division provides mission-critical and business-critical solutions to governments and service providers. A global leader, proven innovator, and trusted partner, our software and industry expertise help improve the lives of millions of people through safer communities, better public services, and more reliable infrastructure.

CARFAX partners with U.S. and Canadian law enforcement to solve crimes faster and keep communities safer. The CARFAX Report Distribution platform helps records departments save time on crash report requests, and the new CARFAX eCrash is designed to make report writing more efficient for traffic officers.

http://www.policerecordsmanagement.com

https://viqsolutions.com/

https://bmiimaging.com/

https://www.hexagonsafetyinfrastructure.com/

https://www.carfaxforpolice.com/


MEET OUR SPONSORS

Quicket Solutions provides a cloud-based records management, workflow automation, and analytics platform. The device-flexible unified solution is designed to streamline data collection and management, which enhances efficiencies and delivers unmatched real-time operational intelligence. Quicket is designed to scale to any size agency and is offered as a simple subscription model, eliminating the typical upfront costs associated with legacy vendor implementations. From report writing with NIBRS, to eCitation, property/evidence, financial management, citizen engagement tools, and more, Quicket represents the most comprehensive and intuitive solution on the market today.

Mark43 builds the world’s most powerful public safety CAD, RMS, analytics, and property and evidence platform. Public safety has changed in the last 30 years. Technology vendors haven’t. Mark43 provides a refreshing, battle-tested, enterprise implementation experience and product for any agency, with a special competency for major agencies. The cloud-based products are built only with the most modern technologies and are constantly updated, guaranteeing that the platform always outpaces the rest of the market. In addition to offering the leading public safety technology platform, Mark43 also offers industry-leading customer care. With comprehensive implementation, launch, and sustainment support, Mark43 ensures every customer is cared for no matter the circumstances.

South Carolina-based FivePoint Solutions is a software products and services company focused on delivering solutions to state and local agencies; primarily courts and law enforcement. We are the U.S.-based leading provider of Accountability Court Case Management, Data Exchange, Payment Processing, and Records Management services to governments and the medical industry. FivePoint Solutions is a company that hasn’t forgotten why it exists. We make people’s lives easier by helping them work smarter.

AT-Valor is an integrated public safety system providing “best of breed” CAD/RMS/JMS and Mobile capabilities. The AT-Valor Team of Valor Systems and ATIMS brings a vast array of Subject Matter Expertise (SMEs) and extensive information technology experience in the industry together—to meet your integrated public safety needs. Valor Systems has experience in 38 countries, from small police communication centers and Fortune 500 corporate security agencies to U.S. Navy and Air Force bases. ATIMS has extensive experience with Police Departments, Counties, and Sheriff’s Offices across the United States using our JMS. This dream team will meet and exceed your expectations, on time, on budget, with leading-edge technologies that are being updated and improved constantly - ensuring our clients remain happy and with the AT-Valor Team.

https://www.mark43.com/

https://www.myfivepoint.com/

https://www.valorsystems.com/atims

https://www.quicketsolutions.com/qs/

FivePoint’s Document Management Solutions, including our OnPoint Content Management & Workflow and OnPoint Contract Management tools, offer a seamless conversion process that is fully-customizable and helps your team members save time and money while increasing the effectiveness of what they do.

www.myfivepoint.com | 803.951-2094

ON POINT

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AND TRANSFORM YOUR RECORDS?

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A SECURE AND COST EFFECTIVE WAY TO SCAN AND INDEXYOUR RECORDS

CALL 803.951.2094 AND HAVE YOUR MICROFILM CONVERTED

AT NO CHARGE

We will convert three (3) sample rolls of microfilm at no cost

Paper Documents & Files

Microfilm,Microfiche, &Aperture Cards

Large Format& OversizeDocuments

The World’s Most Powerful Public Safety Platform

The premier cloud CAD, RMS, Analytics, and Property and

Evidence platform. The best support. The best technology.

Ensure your agency’s future with Mark43.

The things that took hours, and sometimes even a day or so have been cut in half, if not more so.”

– Crime Analyst, Placentia PD

“

• • • • •

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RMSImprove your information and evidence collection to accelerate investigations and mitigate future incidents with strategic planning through data

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AT-Valor, an unofficial partnership, provides integrated Public Safety Management Systems

CAD RMS JMS

JOIN US AT BOOTH

#1Join VIQ Solutions at Booth #1 to learn how our industry leading solutions and services can help your law enforcement organization digitalize the dictation and transcription process.

DICTATE FROM YOUR SMARTPHONE

MobileMic Pro™

MobileMic Pro combines VIQ’s innovative smartphone workflow application and desktop software with aiAssist™ so that you can capture high-quality digital recordings anywhere, anytime.

Increase transcript accuracy by dictating in real time, supporting workflows in any environment.

Route the recording automatically for transcript creation using FirstDraft or our professional transcription team.

Cyber-secure solutions are CJIS compliant, available online and offline.

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FirstDraft provides a convenient near real-time automated transcript that requires quick turnaround at a lower cost.

Increase transcript throughput, processing transcript backlog saving time and money.

Self-edit or route to our professional editors to rectify any discrepancies.

Technology and services platform are implemented in the most rigid security environments.

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TRANSCRIPTION

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