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1 Dirty tactics against LibreOffice in public administration, and how to overcome them Fixing public procurement: how we'll stop European governments from renewing their Microsoft licenses Otto Kekäläinen Free Software Foundation Europe – FSFE.org All text and image content in this document is licensed under the Creative Commons Attribution-Share Alike 3.0 License (unless otherwise specified). "LibreOffice" and "The Document Foundation" are registered trademarks. Their respective logos and icons are subject to international copyright laws. The use of these therefore is subject to the trademark policy. 2013-03-02 Brussels, Belgium

Fixing public procurement: how we'll stop European governments from renewing their Microsoft licences

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Presentation at FOSDEM 2013 on the Free Software Foundation Europe public IT-procurement monitoring activities in Finland

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Page 1: Fixing public procurement: how we'll stop European governments from renewing their Microsoft licences

1Dirty tactics against LibreOffice in public administration, and how to overcome them

Fixing public procurement: how we'll stop European governments from renewing their Microsoft licenses

Otto KekäläinenFree Software Foundation Europe – FSFE.org

All text and image content in this document is licensed under the Creative Commons Attribution-Share Alike 3.0 License (unless otherwise specified). "LibreOffice" and "The Document Foundation" are registered trademarks. Their respective logos and icons are subject to international copyright laws. The use of these therefore is subject to the trademark policy.

2013-03-02 Brussels, Belgium

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2Dirty tactics against LibreOffice in public administration, and how to overcome them

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3Dirty tactics against LibreOffice in public administration, and how to overcome them

Art. 23(8) of Directive 2004/18/EC“technical specifications shall not refer to a specific make or source, or a particular process, or to trademarks, patents, types or a specific origin or production with the effect of favoring or eliminating certain undertakings or certain products”.

According to the law, such references can only be made if justified by the subject-matter of thecontract and always accompanied by the expression “or equivalent”.

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4Dirty tactics against LibreOffice in public administration, and how to overcome them

Finnish Procurement Act 44 §http://www.finlex.fi/fi/laki/ajantasa/2007/20070348#P44

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5Dirty tactics against LibreOffice in public administration, and how to overcome them

Illegal requirement in notice title

National procurement notice by the City of Kouvola congregation:

“Enterprise Agreement for Microsoft Product Licenses”

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6Dirty tactics against LibreOffice in public administration, and how to overcome them

Procurement notice by the City of Helsinki

procurement corporation:

“Office communication services procurement”

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7Dirty tactics against LibreOffice in public administration, and how to overcome them

http://www.openforumeurope.org/openprocurement/latest-news-on-procurement/ofe-procurement-monitoring-report-2012-1st-snapshot

OpenForumEurope procurement monitoring report 2012 1st snapshot The latest monitoring exercise examined 585 invitations to tender by Contracting Authorities (CA) procuring for computer software products during the three months from March 1st to May 31st 2012. It found that almost 1 in 5 notices included technical specifications with explicit references to trademarks.

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8Dirty tactics against LibreOffice in public administration, and how to overcome them

Issue with procurement law:There is no procurement police, discriminated companies are alone responsible for protecting their rights.

We as FSFE need to help them!

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9Dirty tactics against LibreOffice in public administration, and how to overcome them

Finnish FSFE team to the rescue!http://fsfe.org/fi/

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10Dirty tactics against LibreOffice in public administration, and how to overcome them

Collect annotated database of each an every IT procurement in Finland

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11Dirty tactics against LibreOffice in public administration, and how to overcome them

Letter of notice demand correction

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12Dirty tactics against LibreOffice in public administration, and how to overcome them

Polite letter points out mistake directly to the official who did it.

Includes instructions on how to correct the mistake and general advice as six points to consider in the future:

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13Dirty tactics against LibreOffice in public administration, and how to overcome them

1) Define the procurement by functionalities and standards. Do not request specific products or require certain brands. This allows any vendor to take part on free market principles.

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14Dirty tactics against LibreOffice in public administration, and how to overcome them

2) Procure for long enough periods, eg. 4 to 6 years, so that there is enough time to plan and execute a change of vendor. Buying new systems from the old vendor just because there is not time to migrate is not an acceptable excuse.

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3) Base price comparison on the entire life span costs. Specifically include exit costs that arise at the end of the life span, when the vendor changes.

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4) Make sure that the procured system is modular and adheres to Open Standards, so that there is always the option to change the vendor for a module or that completely new modules can be taken into use and that they can access the existing data.

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5) Ensure unlimited right to modify the software and have it delivered as source code, so that there is independence from single vendors. The original vendor does not have to waive their copyright.

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6) By favoring Free Software (also knows as "open source") all above mentioned requirements are easy to fulfill.

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Letter also includesa collection of selectedlaws, regulationsand public sectorrecommendationsfrom Finland

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So far: Hundreds of procurement notices read, ~25 letters sent.

Targeted education, responses and discussion.

Some have adjusted their on-going procurement but none one has completely reissued their notice. Many have promised to do take this issue into account in their next procurement.

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21Dirty tactics against LibreOffice in public administration, and how to overcome them

”We complemented an existing system””We know there is no other alternative””We are a procurement entity, we don't actually do the decision, we just procure for reserve””We are so locked-in, we do not have alternatives””Requirements of service quality – due to e.g. law – mandate a brand, and availability of support””Procurement periods should be max 4 years””Law entitles us to deny alternative offers””There are many distributors”

All excuses – no legally valid reason.If lock-in really exists, then procurement should be done using the direct procurement process.

Responses:

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22Dirty tactics against LibreOffice in public administration, and how to overcome them

Next: Publicize illegal cases, increase media attention andtake legal action.

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23Dirty tactics against LibreOffice in public administration, and how to overcome them

Support the FSFE!Visit fsfe.org/support with you device now!

fsfe.org/support

All text and image content in this document is licensed under the Creative Commons Attribution-Share Alike 3.0 License (unless otherwise specified). "LibreOffice" and "The Document Foundation" are registered trademarks. Their respective logos and icons are subject to international copyright laws. The use of these therefore is subject to the trademark policy.

Goal: replicate process into a pan European effort