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2012-11-11 Göteborg, Sweden



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




 Dirty tactics against LibreOffice in public administration, and how to overcome them                                                        1
Dirty tactics against LibreOffice in public administration, and how to overcome them   2
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 the
contract and always accompanied by the
expression “or equivalent”.


    Dirty tactics against LibreOffice in public administration, and how to overcome them   3
Finnish Procurement Act 44 §
http://www.finlex.fi/fi/laki/ajantasa/2007/20070348#P44




     Dirty tactics against LibreOffice in public administration, and how to overcome them   4
Illegal requirement
                                 in notice title

                    National procurement notice by
                   the City of Kouvola congregation:

                       “Enterprise Agreement for
                       Microsoft Product Licenses”




Dirty tactics against LibreOffice in public administration, and how to overcome them   5
Procurement notice by
                           the City of Helsinki
                        procurement corporation:

                           “Office communication
                           services procurement”




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



           Dirty tactics against LibreOffice in public administration, and how to overcome them                                 7
Issue with procurement law:
There is no procurement police,
discriminated companies are alone
responsible for protecting their rights.

We as an NGO need to help them!




 Dirty tactics against LibreOffice in public administration, and how to overcome them   8
Finnish FSFE team to the rescue!
http://fsfe.org/fi/




 Dirty tactics against LibreOffice in public administration, and how to overcome them   9
Collect annotated database of each an
   every IT procurement in Finland




Dirty tactics against LibreOffice in public administration, and how to overcome them   10
Letter of notice demand correction




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




 Dirty tactics against LibreOffice in public administration, and how to overcome them   12
1) Define the procurement by
functionalities and standards. Do not
request specific products or require certain
brands. This allows all vendors to take
part.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   13
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
normally not an acceptable excuse.




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




 Dirty tactics against LibreOffice in public administration, and how to overcome them   15
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.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   16
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.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   17
6) By favoring Free Software (also knows
as "open source") all above mentioned
requirements are easy to fulfill.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   18
Letter also includes
a collection of selected
laws, regulations
and public sector
recommendations
from Finland




    Dirty tactics against LibreOffice in public administration, and how to overcome them   19
So far:
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.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   20
Responses:
 ”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.
 Dirty tactics against LibreOffice in public administration, and how to overcome them   21
Next:
Publicize illegal cases,
increase media attention and
take legal action.




 Dirty tactics against LibreOffice in public administration, and how to overcome them   22
Support the FSFE!
                                                                                Visit fsfe.org/support
                                                                                with you device now!



                                                                           Goal: replicate
                                                                           process into a pan
                                                                           European effort


      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.




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

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

  • 1. 2012-11-11 Göteborg, Sweden Fixing public procurement: how we'll stop European governments from renewing their Microsoft licences 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 1
  • 2. Dirty tactics against LibreOffice in public administration, and how to overcome them 2
  • 3. 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 the contract and always accompanied by the expression “or equivalent”. Dirty tactics against LibreOffice in public administration, and how to overcome them 3
  • 4. Finnish Procurement Act 44 § http://www.finlex.fi/fi/laki/ajantasa/2007/20070348#P44 Dirty tactics against LibreOffice in public administration, and how to overcome them 4
  • 5. Illegal requirement in notice title National procurement notice by the City of Kouvola congregation: “Enterprise Agreement for Microsoft Product Licenses” Dirty tactics against LibreOffice in public administration, and how to overcome them 5
  • 6. Procurement notice by the City of Helsinki procurement corporation: “Office communication services procurement” Dirty tactics against LibreOffice in public administration, and how to overcome them 6
  • 7. 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 7
  • 8. Issue with procurement law: There is no procurement police, discriminated companies are alone responsible for protecting their rights. We as an NGO need to help them! Dirty tactics against LibreOffice in public administration, and how to overcome them 8
  • 9. Finnish FSFE team to the rescue! http://fsfe.org/fi/ Dirty tactics against LibreOffice in public administration, and how to overcome them 9
  • 10. Collect annotated database of each an every IT procurement in Finland Dirty tactics against LibreOffice in public administration, and how to overcome them 10
  • 11. Letter of notice demand correction Dirty tactics against LibreOffice in public administration, and how to overcome them 11
  • 12. 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: Dirty tactics against LibreOffice in public administration, and how to overcome them 12
  • 13. 1) Define the procurement by functionalities and standards. Do not request specific products or require certain brands. This allows all vendors to take part. Dirty tactics against LibreOffice in public administration, and how to overcome them 13
  • 14. 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 normally not an acceptable excuse. Dirty tactics against LibreOffice in public administration, and how to overcome them 14
  • 15. 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 15
  • 16. 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 16
  • 17. 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 17
  • 18. 6) By favoring Free Software (also knows as "open source") all above mentioned requirements are easy to fulfill. Dirty tactics against LibreOffice in public administration, and how to overcome them 18
  • 19. Letter also includes a collection of selected laws, regulations and public sector recommendations from Finland Dirty tactics against LibreOffice in public administration, and how to overcome them 19
  • 20. So far: 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 20
  • 21. Responses: ”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. Dirty tactics against LibreOffice in public administration, and how to overcome them 21
  • 22. Next: Publicize illegal cases, increase media attention and take legal action. Dirty tactics against LibreOffice in public administration, and how to overcome them 22
  • 23. Support the FSFE! Visit fsfe.org/support with you device now! Goal: replicate process into a pan European effort 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. Dirty tactics against LibreOffice in public administration, and how to overcome them 23