Pressure Mounts on Windows Tax? [Update]

I wonder…

Since I wrote about getting the Windows license fee refunded on my Asus 1008HA netbook here in the UK, there have been more examples where individuals have had some success.

First we had a story on slashdot in the USA that seemed to be inspired by my own:

Today Amazon credited my card with $65.45. After ordering an Eee PC 1005 HA from amazon.com, I asked them for a refund for the cost of Windows XP via the ‘Contact us’ form. At first they told me to cancel any items on my order that I wanted a refund for, but after I explained that XP was pre-installed on the machine they got it. They asked what the cost of the OS was, and I answered that I had no idea but that Amazon UK refunded £40.00. Within a few hours I got a response saying ‘I’ve requested a refund of $65.45 to your Visa card.’

Then we had some tales of difficulty in getting the refund from Amazon and Ebuyer, although I guess they will capitulate in the end as it seems the law is on our side:

If the retailer is awkward, then the way to a refund is avoid the trap of following the instructions in the EULA. Instead you request that the retailer replace the software with a version that isn’t ‘faulty’ (ie doesn’t have the additional terms and conditions imposed). You didn’t agree to them when you purchased the item and therefore they don’t form part of the contract of sale with the retailer.

The Sale and Supply of Goods to Consumers Regulations 2002 requires that the retailer replace the faulty item, or if that is impossible provide you with a refund. The Sale of Goods Act gives you the right to partially reject items. Essentially you assert your ’statutory rights’.

Simos Xenitellis writes about trying to acquire a machine sans Windows Tax. And finds a few locations. I note that the first comment to his post is suggesting he visit our own site http://nakedcomputers.org for more bare-metal suppliers.

It is very difficult to buy a computer without Windows (that is, to buy it with either Linux, FreeDOS or no OS) in the European market.

Why would you want to buy a laptop without pre-installed Windows?

1. Because you are simply not going to use Windows (for example, you plan to use a Linux distribution)
2. Because your school has an Developer Academic Alliance (formerly MSDN AA) with Microsoft and they provide the Windows software for you
3. Because your organisation has a company-wide agreement for Microsoft software, and you do not wish to pay twice for Windows.
4. Because you somehow have a Windows license or Windows package installation box already.

Sadly, when talking to the sales personnel of a manufacturer, it might look an easier strategy to just mention points 2 or 3. There is already some prior knowledge with the sales personnel that large organisations do not need the pre-installed Windows software.

And then we have Venkat Raghavan who has just bought an Asus 1005HA, again from Amazon, inspired by the earlier mentioned Slashdot article, and with not too much trouble has managed to get the Windows Tax refunded:

I’ve been a linux user for quite a while now. I looked to buy a netbook without Windows on it, but due to market conditions, that did not seem possible.

Based on this slashdot article, I went ahead and ordered the same item. (see my report on it here)

The first conversation was over the phone, which did not get me anywhere.

I had better luck over email. They offered me a refund of 10% on the price of the netbook, along with keeping Windows on it.

I however, asked again pointing to the slashdot article and after that they refunded me the price of Windows XP according to the article: $65.45

Thank you amazon for being so awesome!

That’s great. Congratulations on your perseverance and success.

Venkat also describes his experiences installing Ubuntu Netbook Remix and subsequently eeebuntu on his new machine here.

To wrap up this quick post, there is this very interesting news story/rumour about Asus being reported currently, I wonder if the message is finally getting through?

Awesome news from Engadget about the open source future of the next generation of Eee PCs. Their ‘spies’ have uncovered information that the first Moblin-running Eee netbooks will be in stores come October. Asus, the Eee PC manufacturer, is apparently considering making open source OSes an option for all their netbooks in the future.

Please keep up the pressure dear readers. If you buy a computer where you do not “need” a Windows license, for whatever reason (see Simos’ suggestions for 4 of them above) then make sure you contact your supplier and request a refund. By all means use links and reports gathered around the ‘net to support your claim.

Hmmm, I think feel a new website idea brewing….

[Update]

We just received a comment on our “Please Sell us some Laptops” post from Claudio about how he got a refund from Dell in Belgium very easily:

I installed Ubuntu on the machine. Everything worked out of the box (a firmware update was needed to speed up the Intel Wifi) and I was a happy customer. Because I don’t use the pre-installed Windows partition, I sent a polite e-mail to Dell requesting a refund for the license of Microsoft Windows and Works. I just stressed I was a happy customer (I am) and didn’t want to return the laptop. I didn’t accept the EULA and asked for an address to send the Windows restore DVDs.

The answer was fast and professional:

Thank you for contacting Dell online customer service.

We will not be collecting the software CD’s from you, but would arrange for the amount to be refunded back to your account.

Please allow 5-7 business days for the amount to get reflected on your account.

And indeed, a few days later € 96,78 was added to my credit card. That’s what I call a customer service WIN.

Thanks.

Taxing Times for Free Choice [Updated]

It seems, unfortunately, as though my experience with Amazon was not common place.

Neil Wilson left a comment this morning explaining that his request to Amazon did not meet with the same response as my own…

We are not in a position to offer a partial refund for this product. You can of course return the laptop to us for a full refund if you wish

This appears to be in breach of consumer protection law and, more to the point Microsoft’s own EULA which, if you read it, and then decide to not accept it, clearly states:

“If you do not agree to the terms of this EULA, you may not use or copy the SOFTWARE, and you should promptly contact Manufacturer for instructions on return of the unused product(s) for a refund in accordance with Manufacturer’s return policies.”

Some may try and suggest that “product(s)” means the computer in question, but since when have Microsoft started licensing the computer hardware of unknown manufacturers? The EULA is written for the protection of their software, not for some arbitrary computer of which they have little or no knowledge.

Amazon – This is not good. You really do need to do the right thing. I am sure that if you ask Asus, AIUI, or whoever else supplies your computers they will be able to reclaim the License cost from Microsoft and pass it back to you.

Unfortunately, it seems as though Amazon are not the only ones trying to ignore consumers and force us to pay for software we have no need of, nor desire for. Enter Ebuyer (a UK based “stack ‘em high, sell em cheap” etailler)…

Here’s a potential customer’s question being answered this morning by Ebuyer’s E-Note system (E-Notes are Ebuyer’s way to avoid having to provide telephone numbers or email address so you can talk to real people)

Dear x,

Thank you for your response.

I have been speaking to the Product Managers for the Software and Laptops and they have both advised that we would not issue a refund on the OS.

You may return the product for a refund if you are within the time period of 28days after purchase but other then that we are not going to be issuing a refund on the OS.

The Product Manager for the laptops has been speaking to the manufacture and they have come back with the below response regarding the matter:

‘It’s a load of rubbish, I don’t know where this rumor has come from J we started getting people asking for it on the EEE PC when we first produced the XP versions.

We get the odd person phoning up saying this to us but no one gives the cost of XP back and I can understand why they think we would.

I’m sorry we cannot help — I have never heard of any manufacture or reseller giving the money back.’

Kind Regards,

y

Ebuyer Customer Support Team

Dear oh dear Ebuyer…

What a very strangely worded response. The internet is quite awash with people who have successfully claimed a refund for the Windows Tax. Please see this page for a consolidated list of many.

Asus, of whom the above message is referring are not doing themselves any favours by locking themselves into only supplying Microsoft’s Operating System. See this public letter regarding one buyer’s thoughts on the subject.

I would also like to bring to the attention of all vendors what the National Consumer Council, here in the UK, thought about EULAs in February 2008.

The National Consumer Council (NCC) has accused 17 firms, including Microsoft, Adobe and Symantec, of using unfair “end user licence agreements” (EULAs).

The NCC has asked the Office of Fair Trading to launch an investigation.

The NCC said the firms’ EULAs were misleading customers into “signing away legal rights”.

The NCC looked at 25 software packages and said that in 17 instances, the packaging did not tell potential buyers they would have to sign an EULA in order to use it.

While some contained the EULA inside an instruction manual, or let it be read online, this was only after the software had been bought.

This means that consumers are unable to make informed decisions before they buy a product, yet are being forced to take on an unknown level of legal responsibility,” said the NCC.

After examining the contents of the EULAs, the NCC also said that some contained potentially unfair clauses.

Unfortunately, on the 1st October 2008 the Welsh, Scottish and National Consumer Councils merged with Postwatch and energywatch to form Consumer Focus. And did they maintain a historical record of the old sites? Not that I could find.

Anyway, it boils down to this:

Forcing people to buy something else with what they really want to buy is called bundling. It is now prohibited in France, and it is probably so in the UK too.

Perhaps these vendors need to read about the Sale of Goods Act again.

Neil Wilson described the situation very succinctly in an earlier comment on the same original post.

It is much better that the retail store pays, because they are the ones that are ultimately the channel to market. The more expensive it is for a retailer to stock Microsoft the better.

If the retailer is awkward, then the way to a refund is avoid the trap of following the instructions in the EULA. Instead you request that the retailer replace the software with a version that isn’t ‘faulty’ (ie doesn’t have the additional terms and conditions imposed). You didn’t agree to them when you purchased the item and therefore they don’t form part of the contract of sale with the retailer.

The Sale and Supply of Goods to Consumers Regulations 2002 requires that the retailer replace the faulty item, or if that is impossible provide you with a refund. The Sale of Goods Act gives you the right to partially reject items. Essentially you assert your ’statutory rights’.

I feel that we need to have a bit of a campaign here… Can I request that all readers of this post, especially in the UK, please pass it on, tell others and if you have the time, please write to your MP to make your opinion heard. It is disgraceful that we should be FORCED to pay for software for which we have no need nor desire. Microsoft seem to have successfully closed down many of the earlier Linux bundled netbooks through downright bribery or co-coercion I assume. It is not right.

This is the 21st century, there are other operating systems available which are superior in almost every way and, even better, are free. Just go and download Ubuntu if you don’t believe me and try it out for a few weeks…

[UPDATE]
Neil left a comment below. But just to make sure it doesn’t get overlooked he wrote:

Can I ask that all readers contact the OFT and request that they investigate the use of bundled software EULAs as an unfair practise under the new Unfair Trading Regulations 2008.

Thanks Neil, I’ll do that shortly. Sounds like a good idea.
[/UPDATE]

NB: There is a small but growing band of niche retailers and vendors who will sell you a computer with no operating system pre-installed. The choice is quite limited and the major manufactures seem incapable of escaping the grasp of Microsoft. But if you care to, do visit Naked Computers to see if there is a vendor that can help you.

Amazon’s Windows Refund Helps the Earth

On the 21st July 2009 I reported how Amazon had made it really easy for me to reclaim the cost of the Windows XP license on a new Asus netbook. This was a very popular post for my humble blog; especially after appearing on Slashdot thanks to reader and Digital Tipping Point producer Christian Einfeldt.

As a quick digression, I decided to install the 3rd Alpha release of the forthcoming Ubuntu Karmic Koala (what will be 9.10) on my netbook and it is working very nicely. I have discovered one problem with my 3G modem (an Option iCON 225), but this is alpha software and helping to test and find bugs is what it’s all about. I’ve confirmed the bug on Launchpad and will hopefully be able to help diagnose and rectify the issue as the Karmic release progresses.

Back to the topic.

What perhaps wasn’t as clear as it could have been (apparent by some of the dodgy reporting elsewhere) was that the netbook was a prize I’d won for helping to get testers to a Beta trial of the Micromiser energy saving software, specifically written for Linux, by a company called Miserware. As I hadn’t bought it the first place the refund was sent back to Miserware, not to me. That was absolutely fine. It was the principle I was interested in, not really so much about the money. I had thought that should the refund come to me, I would donate it to a deserving (IMHO) FOSS project. I hadn’t decided on any one particular project though as I was doubtful I would get the cash anyway. But that was my basic idea.

When the refund went off to Miserware, I mailed them to let them know it was coming and why. I also mentioned that I had intended to donate the refund and that it might be an idea for them to consider too. A couple of days later they emailed me back to ask if I’d mind them donating it to something a bit different. Not a free software project but something more in keeping with their “green” credentials. Hey! It’s their money; who am I to dictate what they do with it?

I thought it would be good to show you where the Microsoft Tax has gone:

Dear Melissa,

Thank you.

Your support will help the Sierra Club continue its efforts to protect wild places and endangered species, confront global environmental challenges, and keep the pressure on politicians and corporations.

By supporting the Sierra Club online, you also become a member of the Club’s Online Community — helping to save paper and postage and enabling you to get the latest environmental news and information quickly. As a member of our Online Community you can help protect the environment by visiting the Sierra Club Action Center and sending personalized emails to key decision makers on important conservation issues. And, at our Online Member Center, you can subscribe to one of the Club’s email newsletters and electronic publications.

The Sierra Club has been devoted to protecting our natural heritage for over 100 years. And thanks to your support, we can continue to fight and protect our natural resources.

Thanks again.

Sincerely,

Carl Pope
Executive Director
Sierra Club

Please print or save this message for your personal records.

Name: Melissa Cameron
Amount: $67.58
Designation: Donation to the Sierra Club

The Sierra Club is:

America’s oldest, largest, and most influential grassroots environmental organization. Inspired by nature, we are 1.3 million of your friends and neighbors, working together to protect our communities and the planet.

I think that’s really cool. From over here in Europe, the USA isn’t exactly perceived as having a strong track record on green issues, although I’m sure that is going to change with the Bush era finally behind us. But nevertheless, it is great to see that there are organisations in the US that exist and promote the environmental agenda. If you’re a concerned American please go and stop by The Sierra Club and say hi… For all of us.

Getting your Microsoft Tax Refunded: 10/10 for Amazon UK! [Updated]

Yesterday I received a great prize from the people at Miserware for helping with the Beta trial of their power saving software for Linux computers; a new and very shiny Asus 1008HA netbook PC.

The PC itself looks brilliant and I can’t wait to use it. However, it is unfortunate that Asus seem to have been bought-off by Microsoft so they will no longer sell these devices with anything other than Windows software. Software that I for one have absolutely no intention of using.

Turning the machine on for the first time I was amazed at just how long it took for the first-time-run license window to appear. Anyway, it did eventually:

Windows XP EULA Screen

Windows XP EULA Screen

If you can read the text in the EULA on the left, the important bit states:

“If you do not agree to the terms of this EULA, you may not use or copy the SOFTWARE, and you should promptly contact Manufacturer for instructions on return of the unused product(s) for a refund in accordance with Manufacturer’s return policies.”

Do also take a look at the conditions imposed in the second box too (click the images for a big piccy). Basically it says you can’t change your mind once you have said yes and that they don’t actually provide any “warranty” anyway. What complete and utter claptrap. Why on earth do people continue to put up with this rubbish?

And so, when you say you do not want to accept their unfair and ridiculously one-sided licenses, you are told to turn of the machine. Fine. Suits me.

XP says turn off machine.

XP says turn off machine.

First off I thought I’d ask Amazon what the correct procedure is for requesting a refund. So I sent them an email from my Amazon account last night (at about 10:00pm):

Requesting procedure for license refund

Requesting procedure for license refund

This morning I had one of those slightly annoying automated replies telling me that because the order wasn’t actually to do with my account (which is correct):

“For security reasons, we can only take action on an account when the request comes from the e-mail address related to that account. Hence we request you to contact us from relevant account.”

There were a couple of helpful links in the mail – one of which was to use if you found the email response hadn’t been helpful or resolved your issue. Clicking that took me to a page on Amazon’s site where I was invited to get them to call me. Within 20seconds or so I was talking to a real person (probably in Ireland from his accent). I explained that I didn’t want the Windows XP software and was intending to format the drive and install Linux (he seemed to understand exactly what I was talking about). He asked what version of Windows was on the computer, and then basically said ‘OK. We’ll refund the cost of the license to the buyer’. And that was it.

I should point out that the chap at Amazon also suggested that I check with Asus that removing the software might invalidate my warranty on the device. I have searched on Google and on Asus’ website and read the Warranty card that comes with the device. I couldn’t see anything that would indicate my warranty would be void if I change the software. I have mailed Asus to try and confirm it will be OK. [Update: I've just had a message back from Asus saying my Warranty will fine. They don't "support" other operating systems but I can understand that completely] Frankly, it would be a pretty USELESS warranty for a computer if it became void by installing new software. But I am not a lawyer so don’t take my word for this and YMMV.

Within a minute or so of ending my phone call with Amazon a copy of an email to the Miserware account holder at Amazon dropped into my inbox.

Dear Melissa/ cc Alan

I have requested a refund to your payment card for this purchase in the amount of 40.00 GBP for this order, as Alan will not be using the Windows XP Software. Refunds usually go through within 2 to 3 business days and you will see this amount credited on your next statement…

Brilliant. I can’t really praise Amazon enough for that. It was easy, simple and no fuss.

I guess my only concern is that the cost of this refund might not get passed back to Asus. But at least the information is in the public domain on this blog. Also, I should think if Amazon had to do this more than occasionally they’d be asking some hard questions of Asus…

Now I need your help dear readers…
I am not yet sure what to put on this machine: Ubuntu Desktop, Ubuntu Netbook Remix, Cruchbang (which I have heard some good things about but not tried) or something else… Suggestions are more than welcome :-) I have plenty of choice! And I plan to use it!

And finally.

Come on Asus, you have some really nice products crying out for a proper operating system and it’s a real shame you have allowed yourself to be stitched-up by Microsoft. If you would like me to put you in touch with the guy responsible for OEMs at Canonical (Ubuntu) Just let me know. :-) I’m sure he’d be delighted to talk to you.

Does the Sun Shine at Oracle?

There’s been much coverage and speculation of what might or might not happen following the announcement that Oracle would like to buy Sun Microsystems and Sun are apparently happy to be bought by Oracle [note the deal hasn't actually happened yet].

I’ve not said much on this because, speculation is, frankly, pretty pointless. We have no idea what is going to happen in reality and I certainly do not have an ear in Larry or Jonathan’s Office. Oracle are going to pay a great deal of money for Sun and they will get a company that is is well liked by many – but not all – in the FOSS community. What do they have that Oracle want?

  • Solaris – A nice operating system for servers. Important to Oracle for a number of reasons. A great deal of their database solutions run on Solaris. Open Solaris is available under an OSI approved Licence.
  • Java – Almost a world in it’s own right and something that is very, very important to lots and lots of companies including Sun’s other early suitor, IBM. Personally I reckon this is Sun’s jewel-in-the-crown. Not for monetary value necessarily, but because it touches almost everyone in some way. From the Java web site: “Java powers more than 4.5 billion devices including: 800+ million PCs, 2.1 billion mobile phones and other handheld devices (source: Ovum), 3.5 billion smart cards, Set-top boxes, printers, Web cams, games, car navigation systems, lottery terminals, medical devices, parking payment stations, and more.” Java is free to use and there is the Open JDK available under the GPL.
  • Lots of hardware – Are Oracle interested in this? Several commentators think not and come up with a credible scenario whereby Oracle can sell off the h/w bits and get back most of what they paid for the whole business. Here’s a nicely succinct piece as an example. That’s quite a compelling story but only time will tell. Maybe Oracle does want to expand into h/w too? Who knows. It would help it compete more against HP and IBM in areas where they were “partners” before…
  • MySQL – Lots of worried voices in the blogoshpere and others keeping surprisingly quiet. Much of the mainstream MySQL code is GPL.
  • OpenOffice.org – This could hold tremendous opportunity for Oracle should they wish. Take on MS? They could really hurt Microsoft’s cash cow (Office) if they decided or wanted too. OpenOffice.org is licensed under the LGPL.

Oracle is not unknown in the FOSS world. It has a number of FOSS products and projects such as their own Linux, the InnoDB engine that is used in MySQL (today they released a new embedded version, under the GPL), remember the Berkeley DB from Sleepycat Software? Yep. They have that too (OSI Approved License).

So, not much idle speculation from me. But here are few others speculating that I found interesting:

Ars Technica.
Glyn Moody.
An informed prognosticator.
SABDFL.
Matt Assay.

Please drop by any other good links that are worth reading or comments you have. But remember, there’s no point in getting wound up or anxious. Nobody really knows what is going to happen but one thing is certain if the deal goes through; the Free and Open Source Ecosystem has just landed a very big fish indeed…

On the ‘Open Source, Open Standards and Re-Use: UK Government Action Plan’

As anyone interested in the politics and wider adoption of FOSS will know by now, the UK Government recently released an updated policy statement regarding “Open Source and Open Standards”. I made a brief comment on it when the news broke, but have now had more time to consider the document in more depth.

Firstly, It’s quite minor but nevertheless a shame that the pdf document was issued using Arial and Times New Roman embedded fonts that are not available on a free license. This leads me nicely to my second general point.

Why is there no mention of “Free Software“? There is a distinction between Open Source and Free software that, for some at least, is extremely important.

Anyway, having now read the pdf policy document in full, I want to air my thoughts on it.

After the preamble and introduction, in ‘The Way Forward’ we read this:

The Government considers that in order to deliver its key objectives a programme of positive action is now needed to ensure that there is an effective „level playing field‟ between open source and proprietary software and to realise the potential contribution open source software can make to wider aims of re-use and open standards. This programme needs to consist both of a more detailed statement of policies and of practical actions by government and its suppliers.

Notice how this is discussing a programme to generate policy statements and actions. I actually reckon this is really good stuff but am a little concerned about the fact there aren’t any demonstrable programmes or actions already created. In other words, it looks like we’ll have to wait for the bureaucrats to get their ink flowing before anything “real” happens. There are some actions at the end of the document, and although they are worthy in themselves they are rather broad and easy to spend years developing. Small, precise, tactical actions are what is required IMHO.

The objectives of the “programme” itself are pretty darn good from what I can tell. They read like a manifesto from RMS himself…

1. ensure that the Government adopts open standards and uses these to communicate with the citizens and businesses that have adopted open source solutions.

Nice – can I send documents to my MP or local council in ODF today then? (see toward the end of this piece) I don’t use any proprietary software in my business nor home (apart from my wife’s PC that is shortly to become Free too).

2. ensure that open source solutions are considered properly and, where they deliver best value for money (taking into account other advantages, such as re-use and flexibility) are selected for Government business solutions.

Once you do really take into account “re-use” it gets pretty hard to see how proprietary software represents value for money ["Sure Mr. Brown, just buy one copy of Office 2010 and re-use it across the country!"]. I look forward to seeing some detail here and the procurement guidlines for “properly” considering open source solutions.

5. ensure that there are no procedural barriers to the adoption of open source products within government, paying particular regard to the different business models and supply chain relationships involved.

Nice. Good objective.

The next section (6) is called “Policy” and stipulates the policy in broad but laudable terms:

(1) The Government will actively and fairly consider open source solutions alongside proprietary ones in making procurement decisions,

(2) Procurement decisions will be made on the basis on the best value for money solution to the business requirement, taking account of total lifetime cost of ownership of the solution, including exit and transition costs, after ensuring that solutions fulfil minimum and essential capability, security, scalability, transferability, support and manageability requirements.

(3) The Government will expect those putting forward IT solutions to develop where necessary a suitable mix of open source and proprietary products to ensure that the best possible overall solution can be considered.

(4) Where there is no significant overall cost difference between open and non-open source products, open source will be selected on the basis of its additional inherent flexibility.

These first policy item is sort of a catch-all but is quite vague and unmeasurable. I really want to see how they intend to implement, monitor and correct the bad procurement decisions.

The second and third points are indeed measurable and quite clear in their demands which is great.

The forth sounds very promising but again I’d want to know the detail; how the overall cost of the procurement can really be measured when you are comparing apples and oranges. This is a very difficult one to get right and the commercial vendors have many years of practice at coming up with exceptionally (ahem) creative pricing.

The Policy then goes onto non-open source software guidance:

Non-Open Source Software

(5) The Government will, wherever possible, avoid becoming locked in to proprietary software. In particular it will take exit, rebid and rebuild costs into account in procurement decisions and will require those proposing proprietary software to specify how exit would be achieved.

(6) Where non open source products need to be purchased, Government will expect licences to be available for all public sector use and for licences already purchased to be transferable within the public sector without further cost or limitation. The Government will where appropriate seek pan-government agreements with software suppliers which ensure that government is treated as a single entity for the purposes of volume discounts and transferability of licences.

Nice: “The Government will, wherever possible, avoid becoming locked in to proprietary software.” A fine objective if ever I read one.

I’m not sure about number 6 though. I guess it depends largely on existing contracts as to the flexibility they have with their current licenses but this must be sending shivers through Redmond right now.

Open Standards didn’t get much coverage. I guess it says what it must but open standards are one of the reasons we have FOSS today. The IETF who gave us amongst others RFC 793 and 791 (without which the Internet wouldn’t exist) and the W3C who protect and publish the open specifications for the world wide web are light-years ahead of the ISO as we have seen recently with the OOXML debacle. At least this part of the policy will be very easy to monitor. Send your Doctor, MP or Councillor an ODF document for example.

For IT and digital standards, the ISO is becoming totally redundant. Thinking back to when I was a lad, we had X.25, X.400, X.500, the ISO 7 layer reference model OSI and a ludicrously complex network management protocol known as CMIP. In their full specifications, these are all virtually obsolete now although some have been used in a cut-down form for modern standards like LDAP for example. But the reality is the ISO/ITU (CCITT) take too long, and try to be too clever. So Mr Brown and Mr. Watson, please do be careful – there are standards, and then there are standards…

The “Re-use” section gets really interesting and shows quite a good understanding of what FOSS is all about. But how on earth do they expect to achieve this

… look to secure full rights to bespoke software code or customisations of commercial off the shelf products it procures, so as to enable straightforward re-use elsewhere in the public sector.

without paying an arm and a leg for it. Can you imagine Larry or Steve agreeing to giving “full rights” (whatever that means) without a blank cheque? I can’t. In the same paragraph the following sentence is a really excellent policy:

Where appropriate, general purpose software developed for government will be released on an open source basis.

In the US public sector they have, for some time I believe, had a policy that basically means stuff created by and on-behalf of the public belongs to the public and is in the public domain. When I read stuff like this from what is the most draconian Government we have had in generations I am somewhat sceptical and really wonder how much actual input Number 10 and the policy makers have had in this document. The state that wants to restrict the citizen’s liberty whilst protecting the state itself so judiciously doesn’t feel like the same state that will write open source software. Time will tell on this one.

In the final section “Action Plan” there are 10 actions presented for the Government. These actions cover producing published guidance on procurement which will include words like:

a standard form of words for Statements of Requirements to state positively that the Government’s policy is to consider open source solutions on their merits according to total lifetime cost of ownership.

and

The CIO Council and the OGC, working with industry and drawing on best practice from other countries, will institute a programme of education and capability-building for the Government IT and Procurement professions on the skills needed to evaluate and make the best use of open source solutions . The aim will be to raise the level of awareness, skills and confidence in the professions in the different licensing, support, commercial and cost models associated with open source solutions.

Which is very interesting to an Open Source Consulting Business like my own ;-)

As is the following which I feel is particularly strongly worded compared with the rest of the document:

Government Departments will challenge their suppliers to demonstrate that they have capability in open source and that open source products have been actively considered in whole or as part of the business solution which they are proposing. Where no overall open source solution is available suppliers will be expected to have considered the use of open source products within the overall solution to optimise the cost of ownership. Particular scrutiny will be directed where mature open source products exist and have already been used elsewhere in government. Suppliers putting forward non-open source products will be asked to provide evidence that they have carefully considered open source alternatives and to explain why they have been rejected.

Well, well, well:

The Government will specify requirements by reference to open standards and require compliance with open standards in solutions where feasible. It will support the use of Open Document Format (ISO/IEC 26300:2006) as well as emerging open versions of previously proprietary standards (eg ISO 19005-1:2005 (“PDF”) and ISO/IEC 29500 (“Office Open XML formats”). It will work to ensure that government information is available in open formats, and it will make this a required standard for government websites.

Can I say that again… “The Government will support the use of ODF” and a lovely phrase for OOXML “open versions of previously proprietary standards”. That’s possibly the kindest description of the worst specification ever written. Kudos for the clear mandate for ODF.

The last action is probably the most important of the lot:

Government will communicate this policy and its associated actions widely and will expand it as necessary. It will engage with the Open Source community and actively encourage projects that might, in due course, develop into „Government Class‟ products. It will keep the policy and progress on the actions under review, and report on progress publicly.

Firstly, I want to see how this policy is going to be communicated to the huge oil tanker called the UK Government. Secondly, it is spot on to want to engage with the FOSS Community but they will have to put in place some mechanisms, resources, on-line locations etc. where this engagement can take place. And the Government will have to learn very fast that for FOSS to work, the community has to collaborate in all directions and its members must give as much, if not more, than they take to get real benefit. It’s a bit like love… The more you give, the more you get back.

My biggest concern with this is the executive. Over the last 10 years or so their insistence on draconian lawmaking and interference in our liberty does make me sceptical about the commitment from the top dogs and hence the drive to pull this off. But, I will support this effort in whatever way I can until that scepticism is either proved wrong or right.

To conclude this rather long post then, I think this could be a huge and historical turning point in the health of FOSS here in the UK and I am very excited about the tone and sentiment behind this policy document. The authors (Our Government) have started to roll a very large ball down a very long slope. If the current Government do not take this seriously, or should the administration change and turn away, then the ball will roll out of control. If they do what they say and keep close to the community then I honestly believe there could a very bright future ahead of us.

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