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Discussion Starter · #1 · (Edited)
If you are planning to order a 2023 Transit, please make sure you do the following:
  1. Unless you are ordering from one of a small minority of car dealers who actually know a lot about Transits, decide what you want before going to the dealership (or ordering via phone/internet) and assume that they know nothing. Use the Ford website, the Costco Auto website (available to non-members), and best yet the 2023 Transit Order Guide to build out your order. The Order Guide is a proprietary Ford document for dealers only, but courtesy of the internet you can find the Transit Order Guide if you Google it on websites such as this one: https://faroutride.com/wp-content/uploads/2022/06/2023-Transit-Options-Guide.pdf. Ed Bowers from Gary Crossley Ford, who posts under the username CrewVanMan has a booklet that he sells as well that many people find to be helpful.
  2. Find a dealer that you can trust that will place your order at MSRP. You should not have to pay over MSRP for a factory ordered Ford, so if a dealer wants to charge you more than that or add on dealer-installed accessories, find another dealer - there are thousands of others that will take your order. You can see if you can find a dealer that will sell below MSRP if you wish. Also, find out if you qualify for X Plan pricing, which will save you about $2,500. You may qualify through your employer. If you do X Plan, you need to have them agree to take it before you place your order since dealerships are not obligated to take it - it's not like a coupon for Burger King that you can turn in after you order your food and before you pay.
  3. When you go to the dealer, make sure you do, they do, and you get the following:
    1. "Preview Order" signed by you. Make sure that you check and double check this to make sure the dealer wrote up your configuration exactly as you wanted it. Then check it again. It will list the MSRP for your order at the time you place your order. It also contains a four-digit order number that you need if you want to call Ford Marketing about anything. If the dealer makes a clerical error on the preview order sheet, Ford will build the van as they enter the order and you will have to decide when the van shows up whether you take what they ordered or wait another year.
    2. Make sure they copy your driver's license. This is required by Ford to accept your order. If a dealer says "we don't need a copy of your ID", insist that they take it and if they won't, it's a red flag and you should walk out and find another dealer. Note: If you have more than one dealership tell you this, check on this forum because possibly Ford changed the requirements for dealers to submit an order through COVP (Customer Order Verification Program).
    3. Make sure that you give them a deposit. $500 or $1,000 is typical. It can be refundable or nonrefundable (up to the dealer). The reason that this is important is that a contract requires "consideration" (something of value), so your deposit makes your order a legally enforceable contract, which is to your benefit. If a dealer says "we don't need a deposit", insist that they take one and if they won't, it's a red flag and you should walk out and find another dealer. Also, get a receipt acknowledging the deposit.
    4. Make sure that you get a sales order signed by both you and your salesperson or the sales manager that has an out-the-door price (preferred) or at least a price plus taxes and government-imposed fees. If you are getting an X Plan discount or any other sort of discount, it needs to specify the exact discount amount on the sales order. This is essential to ensuring that, after you wait months for your van to arrive and it arrives after the order bank is closed for the model year, your dealer doesn't try to change the price on you. It also protects you against future price increases (MSRP went up about $4,000 during the 2022 model year) and also ensures that, if they are giving you X Plan pricing if you are eligible, that they do it because dealerships are not obligated to take X Plan. The only thing that should change regarding pricing from when you place your order to when you take delivery is if government-imposed taxes and fees change (so if your state or county sales tax rate goes up 0.5% or your county/state raises the tag or title fee by $50 between when you order and when you take delivery, you will have to pay the higher tax/fee). This is a lot less important now because there are currently zero incentives on a Transit except for things like first responder discounts, but also have your sales order specify that manufacturer incentives available at the time of delivery go to you, the customer (so if Ford offers $500 cash back, it goes to you and not to your dealer as additional profit). This is important because, along with your deposit and signed order preview sheet, you have a written contract with your dealership that can be legally enforced should they refuse to honor it. IF THEY WON'T GIVE YOU A SIGNED SALES ORDER WITH AN OUT-THE-DOOR PRICE OR AT LEAST A PRICE BEFORE TAXES AND GOVERNMENT FEES, WALK AWAY!!!
    5. Make sure they take your email address. They will submit this to Ford with your order and Ford will email you periodic updates, typically the following: Confirmation that they have your order, once they schedule it for production the week they will build it and the VIN (which along with the order number on your preview sheet allows you to track the order on the Ford website), once they build it, and once they ship it to your dealership.
  4. Within 24 hours of leaving the dealership, make sure that you get an order confirmation email directly from Ford (the manufacturer, not the dealership). If you don't, call your dealership and find out why you didn't and make sure they submitted your order through COVP (Customer Order Verification Program).
  5. After you get the order confirmation email, or if your dealership says they placed the order and they're not sure why you didn't get an email, call Ford Marketing at 800-334-4375 and confirm with them that they have their order in their system and have everything that they need from you and your dealer to build your van. Call them even if you get an order confirmation email!
  6. Be patient! Understand that it will likely take several months for your van to be built. Plan on it taking up until October of the model year before you receive it.
  7. Once your vehicle is built, it should ship soon and the Ford email should give you an ETA. Now is a good time to line up your payment method. If you are paying "cash", make sure you transfer funds to an account you can write a check out of and find out if your dealership requires a certified check and make arrangements if they do. If you are financing, now is the time to go to your bank or credit union and line that up, or perhaps ask the dealership what kind of financing they can offer you and that you want to discuss it beforehand. Make sure though that your loan is good for enough time before your vehicle arrives and that it can be delayed, so you might want to wait to officially get approved for the loan until a week or two before your ETA. Talk with your lender about all of that. Also understand that you can't lock an interest rate when you order, so if interest rates rise between the time that you place your order and take delivery, your monthly payment will also be higher.
  8. Within a week or two of delivery, line up insurance. You actually can do this once you have a VIN. Some people with cargo or crew vans have had issues getting personal insurance policies on these vans because they are classified as commercial, so best to plan ahead. An agent can give you a quote with the VIN. Then make sure the policy is in force before you take delivery - while many states and companies have a grace period to add a new vehicle, best to just add it to your policy before you take delivery.
  9. Your salesperson or someone from the dealership should contact you when the van arrives and you can work with them on when to pick it up and if you want any dealer-installed accessories put on, including things like undercoating or paint protection. Because you have a signed sales order (a contract) with them, they can't force you to accept any dealer-installed accessories, so it is totally your decision.
  10. Once your vehicle arrives, take a copy of that sales order and proof of deposit with you, as well as your X Plan PIN and proof of eligibility if you do X Plan, to you when you go and make sure they stick to the agreed-upon pricing. You will go through the finance office at the time you take delivery just like you would if you were buying a car off the lot that day. It is entirely up to you if you want to use their financing or buy an extended warranty. Because of the sale order (which is a contract) that you have signed by them, they are legally obligated to sell you the vehicle without those additional items and with you paying with a check or outside bank financing.
  11. Enjoy your new vehicle!

***If you have recommended additions/changes, please post in the comments and I will consider editing my original message.
 

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Discussion Starter · #3 ·
Thank You lots good advice. How important are dealer allocations?
Based upon the experiences posted by CrewVanMan on here, it seemed important for 2021 but not very important for 2022. It seems that parts availability has been the main driver of what gets built and when this year. I got my van this year from a very small dealership while CrewVanMan's 100% order fulfillment rate he had in 2021 seems to be in jeopardy this year. It seems that COVP supercedes allocation but that's still somewhat of a mystery box.
 

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Also, find out if you qualify for X Plan pricing, which will save you about $2,500. You may qualify through your employer or I am told that if you own 100 shares of Ford stock for at least 6 months that you also qualify that way.
Another member here (I'm sorry I cannot remember the member name right now) posted yesterday that that option was rescinded as of June 1, 2022. So that's something to check on.
 

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Discussion Starter · #5 ·
Another member here (I'm sorry I cannot remember the member name right now) posted yesterday that that option was rescinded as of June 1, 2022. So that's something to check on.
I checked and that's correct. Ending this month. I edited that out. Thanks.
 

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If you are planning to order a 2023 Transit, please make sure you do the following:
  1. Unless you are ordering from one of a small minority of car dealers who actually know a lot about Transits, decide what you want before going to the dealership (or ordering via phone/internet) and assume that they know nothing. Use the Ford website, the Costco Auto website (available to non-members), and best yet the 2023 Transit Order Guide to build out your order. The Order Guide is a proprietary Ford document for dealers only, but courtesy of the internet you can find the Transit Order Guide if you Google it on websites such as this one: https://faroutride.com/wp-content/uploads/2022/06/2023-Transit-Options-Guide.pdf. Ed Bowers from Gary Crossley Ford, who posts under the username CrewVanMan has a booklet that he sells as well that many people find to be helpful.
  2. Find a dealer that you can trust that will place your order at MSRP. You should not have to pay over MSRP for a factory ordered Ford, so if a dealer wants to charge you more than that or add on dealer-installed accessories, find another dealer - there are thousands of others that will take your order. You can see if you can find a dealer that will sell below MSRP if you wish. Also, find out if you qualify for X Plan pricing, which will save you about $2,500. You may qualify through your employer. If you do X Plan, you need to have them agree to take it before you place your order since dealerships are not obligated to take it - it's not like a coupon for Burger King that you can turn in after you order your food and before you pay.
  3. When you go to the dealer, make sure you do, they do, and you get the following:
    1. "Preview Order" signed by you. Make sure that you check and double check this to make sure the dealer wrote up your configuration exactly as you wanted it. Then check it again. It will list the MSRP for your order at the time you place your order. It also contains a four-digit order number that you need if you want to call Ford Marketing about anything. If the dealer makes a clerical error on the preview order sheet, Ford will build the van as they enter the order and you will have to decide when the van shows up whether you take what they ordered or wait another year.
    2. Make sure they copy your driver's license. This is required by Ford to accept your order. If a dealer says "we don't need a copy of your ID", insist that they take it and if they won't, it's a red flag and you should walk out and find another dealer. Note: If you have more than one dealership tell you this, check on this forum because possibly Ford changed the requirements for dealers to submit an order through COVP (Customer Order Verification Program).
    3. Make sure that you give them a deposit. $500 or $1,000 is typical. It can be refundable or nonrefundable (up to the dealer). The reason that this is important is that a contract requires "consideration" (something of value), so your deposit makes your order a legally enforceable contract, which is to your benefit. If a dealer says "we don't need a deposit", insist that they take one and if they won't, it's a red flag and you should walk out and find another dealer. Also, get a receipt acknowledging the deposit.
    4. Make sure that you get a sales order signed by both you and your salesperson or the sales manager that has an out-the-door price (preferred) or at least a price plus taxes and government-imposed fees. If you are getting an X Plan discount or any other sort of discount, it needs to specify the exact discount amount on the sales order. This is essential to ensuring that, after you wait months for your van to arrive and it arrives after the order bank is closed for the model year, your dealer doesn't try to change the price on you. It also protects you against future price increases (MSRP went up about $4,000 during the 2022 model year) and also ensures that, if they are giving you X Plan pricing if you are eligible, that they do it because dealerships are not obligated to take X Plan. The only thing that should change regarding pricing from when you place your order to when you take delivery is if government-imposed taxes and fees change (so if your state or county sales tax rate goes up 0.5% or your county/state raises the tag or title fee by $50 between when you order and when you take delivery, you will have to pay the higher tax/fee). This is a lot less important now because there are currently zero incentives on a Transit except for things like first responder discounts, but also have your sales order specify that manufacturer incentives available at the time of delivery go to you, the customer (so if Ford offers $500 cash back, it goes to you and not to your dealer as additional profit). This is important because, along with your deposit and signed order preview sheet, you have a written contract with your dealership that can be legally enforced should they refuse to honor it. IF THEY WON'T GIVE YOU A SIGNED SALES ORDER WITH AN OUT-THE-DOOR PRICE OR AT LEAST A PRICE BEFORE TAXES AND GOVERNMENT FEES, WALK AWAY!!!
    5. Make sure they take your email address. They will submit this to Ford with your order and Ford will email you periodic updates, typically the following: Confirmation that they have your order, once they schedule it for production the week they will build it and the VIN (which along with the order number on your preview sheet allows you to track the order on the Ford website), once they build it, and once they ship it to your dealership.
  4. Within 24 hours of leaving the dealership, make sure that you get an order confirmation email directly from Ford (the manufacturer, not the dealership). If you don't, call your dealership and find out why you didn't and make sure they submitted your order through COVP (Customer Order Verification Program).
  5. After you get the order confirmation email, or if your dealership says they placed the order and they're not sure why you didn't get an email, call Ford Marketing at 800-334-4375 and confirm with them that they have their order in their system and have everything that they need from you and your dealer to build your van. Call them even if you get an order confirmation email!
  6. Be patient! Understand that it will likely take several months for your van to be built. Plan on it taking up until October of the model year before you receive it.
  7. Once your vehicle is built, it should ship soon and the Ford email should give you an ETA. Now is a good time to line up your payment method. If you are paying "cash", make sure you transfer funds to an account you can write a check out of and find out if your dealership requires a certified check and make arrangements if they do. If you are financing, now is the time to go to your bank or credit union and line that up, or perhaps ask the dealership what kind of financing they can offer you and that you want to discuss it beforehand. Make sure though that your loan is good for enough time before your vehicle arrives and that it can be delayed, so you might want to wait to officially get approved for the loan until a week or two before your ETA. Talk with your lender about all of that. Also understand that you can't lock an interest rate when you order, so if interest rates rise between the time that you place your order and take delivery, your monthly payment will also be higher.
  8. Within a week or two of delivery, line up insurance. You actually can do this once you have a VIN. Some people with cargo or crew vans have had issues getting personal insurance policies on these vans because they are classified as commercial, so best to plan ahead. An agent can give you a quote with the VIN. Then make sure the policy is in force before you take delivery - while many states and companies have a grace period to add a new vehicle, best to just add it to your policy before you take delivery.
  9. Your salesperson or someone from the dealership should contact you when the van arrives and you can work with them on when to pick it up and if you want any dealer-installed accessories put on, including things like undercoating or paint protection. Because you have a signed sales order (a contract) with them, they can't force you to accept any dealer-installed accessories, so it is totally your decision.
  10. Once your vehicle arrives, take a copy of that sales order and proof of deposit with you, as well as your X Plan PIN and proof of eligibility if you do X Plan, to you when you go and make sure they stick to the agreed-upon pricing. You will go through the finance office at the time you take delivery just like you would if you were buying a car off the lot that day. It is entirely up to you if you want to use their financing or buy an extended warranty. Because of the sale order (which is a contract) that you have signed by them, they are legally obligated to sell you the vehicle without those additional items and with you paying with a check or outside bank financing.
  11. Enjoy your new vehicle!

***If you have recommended additions/changes, please post in the comments and I will consider editing my original message.
Thank You, MrCash, for putting all this together for us 👍
 

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I completed steps 1-4 by 10/28/21. Never made it to step 5.

So all good advice but still a game of pick up sticks!
 

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If you are planning to order a 2023 Transit, please make sure you do the following:
  1. Unless you are ordering from one of a small minority of car dealers who actually know a lot about Transits, decide what you want before going to the dealership (or ordering via phone/internet) and assume that they know nothing. Use the Ford website, the Costco Auto website (available to non-members), and best yet the 2023 Transit Order Guide to build out your order. The Order Guide is a proprietary Ford document for dealers only, but courtesy of the internet you can find the Transit Order Guide if you Google it on websites such as this one: https://faroutride.com/wp-content/uploads/2022/06/2023-Transit-Options-Guide.pdf. Ed Bowers from Gary Crossley Ford, who posts under the username CrewVanMan has a booklet that he sells as well that many people find to be helpful.
  2. Find a dealer that you can trust that will place your order at MSRP. You should not have to pay over MSRP for a factory ordered Ford, so if a dealer wants to charge you more than that or add on dealer-installed accessories, find another dealer - there are thousands of others that will take your order. You can see if you can find a dealer that will sell below MSRP if you wish. Also, find out if you qualify for X Plan pricing, which will save you about $2,500. You may qualify through your employer. If you do X Plan, you need to have them agree to take it before you place your order since dealerships are not obligated to take it - it's not like a coupon for Burger King that you can turn in after you order your food and before you pay.
  3. When you go to the dealer, make sure you do, they do, and you get the following:
    1. "Preview Order" signed by you. Make sure that you check and double check this to make sure the dealer wrote up your configuration exactly as you wanted it. Then check it again. It will list the MSRP for your order at the time you place your order. It also contains a four-digit order number that you need if you want to call Ford Marketing about anything. If the dealer makes a clerical error on the preview order sheet, Ford will build the van as they enter the order and you will have to decide when the van shows up whether you take what they ordered or wait another year.
    2. Make sure they copy your driver's license. This is required by Ford to accept your order. If a dealer says "we don't need a copy of your ID", insist that they take it and if they won't, it's a red flag and you should walk out and find another dealer. Note: If you have more than one dealership tell you this, check on this forum because possibly Ford changed the requirements for dealers to submit an order through COVP (Customer Order Verification Program).
    3. Make sure that you give them a deposit. $500 or $1,000 is typical. It can be refundable or nonrefundable (up to the dealer). The reason that this is important is that a contract requires "consideration" (something of value), so your deposit makes your order a legally enforceable contract, which is to your benefit. If a dealer says "we don't need a deposit", insist that they take one and if they won't, it's a red flag and you should walk out and find another dealer. Also, get a receipt acknowledging the deposit.
    4. Make sure that you get a sales order signed by both you and your salesperson or the sales manager that has an out-the-door price (preferred) or at least a price plus taxes and government-imposed fees. If you are getting an X Plan discount or any other sort of discount, it needs to specify the exact discount amount on the sales order. This is essential to ensuring that, after you wait months for your van to arrive and it arrives after the order bank is closed for the model year, your dealer doesn't try to change the price on you. It also protects you against future price increases (MSRP went up about $4,000 during the 2022 model year) and also ensures that, if they are giving you X Plan pricing if you are eligible, that they do it because dealerships are not obligated to take X Plan. The only thing that should change regarding pricing from when you place your order to when you take delivery is if government-imposed taxes and fees change (so if your state or county sales tax rate goes up 0.5% or your county/state raises the tag or title fee by $50 between when you order and when you take delivery, you will have to pay the higher tax/fee). This is a lot less important now because there are currently zero incentives on a Transit except for things like first responder discounts, but also have your sales order specify that manufacturer incentives available at the time of delivery go to you, the customer (so if Ford offers $500 cash back, it goes to you and not to your dealer as additional profit). This is important because, along with your deposit and signed order preview sheet, you have a written contract with your dealership that can be legally enforced should they refuse to honor it. IF THEY WON'T GIVE YOU A SIGNED SALES ORDER WITH AN OUT-THE-DOOR PRICE OR AT LEAST A PRICE BEFORE TAXES AND GOVERNMENT FEES, WALK AWAY!!!
    5. Make sure they take your email address. They will submit this to Ford with your order and Ford will email you periodic updates, typically the following: Confirmation that they have your order, once they schedule it for production the week they will build it and the VIN (which along with the order number on your preview sheet allows you to track the order on the Ford website), once they build it, and once they ship it to your dealership.
  4. Within 24 hours of leaving the dealership, make sure that you get an order confirmation email directly from Ford (the manufacturer, not the dealership). If you don't, call your dealership and find out why you didn't and make sure they submitted your order through COVP (Customer Order Verification Program).
  5. After you get the order confirmation email, or if your dealership says they placed the order and they're not sure why you didn't get an email, call Ford Marketing at 800-334-4375 and confirm with them that they have their order in their system and have everything that they need from you and your dealer to build your van. Call them even if you get an order confirmation email!
  6. Be patient! Understand that it will likely take several months for your van to be built. Plan on it taking up until October of the model year before you receive it.
  7. Once your vehicle is built, it should ship soon and the Ford email should give you an ETA. Now is a good time to line up your payment method. If you are paying "cash", make sure you transfer funds to an account you can write a check out of and find out if your dealership requires a certified check and make arrangements if they do. If you are financing, now is the time to go to your bank or credit union and line that up, or perhaps ask the dealership what kind of financing they can offer you and that you want to discuss it beforehand. Make sure though that your loan is good for enough time before your vehicle arrives and that it can be delayed, so you might want to wait to officially get approved for the loan until a week or two before your ETA. Talk with your lender about all of that. Also understand that you can't lock an interest rate when you order, so if interest rates rise between the time that you place your order and take delivery, your monthly payment will also be higher.
  8. Within a week or two of delivery, line up insurance. You actually can do this once you have a VIN. Some people with cargo or crew vans have had issues getting personal insurance policies on these vans because they are classified as commercial, so best to plan ahead. An agent can give you a quote with the VIN. Then make sure the policy is in force before you take delivery - while many states and companies have a grace period to add a new vehicle, best to just add it to your policy before you take delivery.
  9. Your salesperson or someone from the dealership should contact you when the van arrives and you can work with them on when to pick it up and if you want any dealer-installed accessories put on, including things like undercoating or paint protection. Because you have a signed sales order (a contract) with them, they can't force you to accept any dealer-installed accessories, so it is totally your decision.
  10. Once your vehicle arrives, take a copy of that sales order and proof of deposit with you, as well as your X Plan PIN and proof of eligibility if you do X Plan, to you when you go and make sure they stick to the agreed-upon pricing. You will go through the finance office at the time you take delivery just like you would if you were buying a car off the lot that day. It is entirely up to you if you want to use their financing or buy an extended warranty. Because of the sale order (which is a contract) that you have signed by them, they are legally obligated to sell you the vehicle without those additional items and with you paying with a check or outside bank financing.
  11. Enjoy your new vehicle!

***If you have recommended additions/changes, please post in the comments and I will consider editing my original message.
Great information, thank you so much!!
 

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line up insurance. You actually can do this once you have a VIN. Some people with cargo or crew vans have had issues getting personal insurance policies on these vans because they are classified as commercial, so best to plan ahead. An agent can give you a quote with the VIN.
If I had done this BACK IN JANUARY, and then MARCH, and then APRIL, and then MAY, my insurance company would start to think I was crazy. My current production date is Aug 15, 8 months after getting my VIN. I'm not holding my breath or bugging my insurance company until I know it actually is going to get built.
 

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If I had done this BACK IN JANUARY, and then MARCH, and then APRIL, and then MAY, my insurance company would start to think I was crazy. My current production date is Aug 15, 8 months after getting my VIN. I'm not holding my breath or bugging my insurance company until I know it actually is going to get built.
I'm with Allstate, and before I even ordered I called my agent with a VIN for the same year/body style and discussed that it was insurable (Passenger XLT), despite indications it might be labeled a "Commercial" vehicle. The day before I flew out to pick it up I called the agent with the VIN and to get the proof I'd need later that I was insured. Certainly don't wait until you are at the dealer to find out your existing insurance won't cover a cargo van.

Likewise if financing, probably want to make sure you are financeable early on, so you don't get stuck with whatever the dealership will offer you in distress. I called my credit union before I ordered to make sure the "Commercial" aspect wouldn't be an issue. I believe they required me to submit a formal loan application, which I did, but the approval was only good for ~30 days and expired long before the van arrived. Days before I flew out I called the dealer and told them what my rate was (made up at that point ... dunno if rates had gone up or down), and they said they'd beat it by a fraction, so I just used them and then paid off the loan after I got home.
 

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I'm with Allstate, and before I even ordered I called my agent with a VIN for the same year/body style and discussed that it was insurable (Passenger XLT), despite indications it might be labeled a "Commercial" vehicle.
How big is your van? The high-roof, extended-length passenger vans have a GVRW of 10,360lbs. When I spoke to my Allstate agent in Illinois, they told me they don't write policies for vehicles over 10,000lbs. I'd have to go to their commercial division for that.

Because of that, I ended up ordering a dually with the GVRW of 9,950lbs.
 

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Yup, I went w the HR but not super long just for the weight issue. I will work out insurance once I know it’s getting built. I don’t need financing.
 
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