ePSIplus Thematic Network

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Transcript ePSIplus Thematic Network

ePSIplus Thematic Network:
Towards the 2008 review
Chris Corbin
ePSIplus Analyst
Oxford, UK, 12th November 2007
UK Advisory Panel on Public Sector Information Annual seminar:
Taking Public Sector Information Seriously
funded by eContentPlus
ePSIplus - Presentation structure
1.
Brief overview of the ePSIplus Thematic Network
2.
How ePSIplus supports the EC review of Directive 2003/98
3.
Europe - PSI Directive implementation status report (12 November 2007)
4.
The way forward
5.
Summary & conclusions
www.ePSIplus.net
1: ePSIplus - Purpose
The ePSIplus Thematic Network:
– Supports the implementation of the European Directive on PSI re-use.
– Facilitates the major opportunities for business to develop value added
products and services based on PSI.
– The network will be active for 30 months*.
– Cover all Member (EU, EEA, EFTA) and candidate states.
– Covers all PSI domains.
– Will focus on five major themes.
* Commenced on the 1st September 2006 and will be operational through to 28th February 2009. (which
covers the period leading up to the PSI Directive review in 2008 by the European Parliament.)
Has now been operational for 14 months and during that time has established network links with Australia,
Canada, Southeast Asia and the OECD. That is the topic is a global one not just European or national.
Analysis of the ePSI plus Network National Representative
The unpaid network
Champions.
Academic & Research
10%
Public Sector
28%
Representative Bodies
38%
www.ePSIplus.net
Private Sector
24%
1: ePSIplus - Major themes
1. Legal and regulatory progress and impact (including implementation of the
Directive)
2. Public sector organisation and culture change (including compliance with the
Directive)
3. Encouraging PSI re-use business
4. The financial impact of the Directive: pricing and charging (including
impact on public sector costs and budget)
5. Information management, standards and data quality
www.ePSIplus.net
1: ePSIplus - Meetings - Thematic priorities
1 Network kick off meeting held in Prague, 30/31 October 2006
15 Thematic cross-border meetings (3 per thematic area)
–
Legal & Regulation theme
•
•
•
–
Meeting 1: 16 February 2007, Hague, Netherlands (Report published)
Meeting 2: 10 - 11 September 2007, Paphos, Cyprus
Meeting 3: Slovenia
Public Sector Organisation theme
•
•
•
Meeting 1: 11 April 2007, Prague, Czech Republic (Report published)
Meeting 2: 8 October 2007, Bratislava, Republic of Slovakia
Meeting 3: ?
ePSIplus Thematic Meeting
60
Encouraging PSI re-use business theme
•
•
•
–
Pricing impact theme
•
•
•
–
Meeting 1: 31 August 2007, Copenhagen, Denmark
Meeting 2: 19 October 2007, Brussels, Belgium
Meeting 3: ?
50
Number of stakeholders
–
40
30
20
10
Meeting 1: 19 - 20 April 2007, Helsinki, Finland (Report published)
Meeting 2: 1 - 2 November 2007, London, UK
Meeting 3: April 2008, To be arranged
0
T1-1
T1-2
T2-1
Standards theme
•
•
•
Meeting 1: 5 July 2007, London, UK (Report published)
Meeting 2: 26 - 27 November 2007, Riga, Latvia
Meeting 3: Italy
All the materials from the meetings are available on the ePSIplus web site
www.ePSIplus.net
Red - means the meeting has taken place or is taking place
T2-2
T3-1
Theme
T3-2
T4-1
T4-2
T5-1
1: ePSIplus - Meetings - National
35 National, Federal and Cross-border meetings
Cyprus 20 February 2007 (Report published)
France 14 June 2007 (Report published)
Iceland 5 September 2007
120
Netherlands 27 September 2007
Finland 2 October 2007
100
Ireland 25 October 2007
80
UK 30 October 2007
60
Slovenia 7 November 2007
Hungary 21 November 2007
40
Germany 6 December 2007
20
Belgium 11 December 2007
0
Czech Republic 23 January 2008
C yprus
Latvia 25 January 2008
Malta 8 February 2008
Austria 20 February 2008
Accumulative attendance: 386
Attendance at ePSI plus National meetings: Total =
Number of delegates
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
Fra nce
Ice la nd
Ne the rla nds
Finla nd
Ire la nd
Country
Final Conference (May 2008, Brussels)
All the materials from the meetings are available on the ePSIplus web site
Red - means the meeting has taken place or is taking place
www.ePSIplus.net
UK
Slove nia
1. ePSIplus Meetings: The process
Thematic meetings completed: 9 out of 15
National meetings completed: 8 out of 35
The meeting
Assigned ePSIplus Analyst
Setting the scene
Assigned ePSIplus Analyst
Accumulative Total
Accumulative Total
Sampling
experiences
(gathering evidence)
85 Presentations
Considering
Comparing
Concluding
303 experts
63 Presentations
386 experts
Combined accumulative total:
Meeting report
Assigned ePSIplus Analyst
Experts that attended meeting
1.
2.
3.
Draft
QA
Publish
ePSIplus - One stop shop to PSI
The evidence base
(web site)
www.ePSIplus.net
- 148 presentations
- 689 experts attended meetings
- By end of project estimate 2600
1: ePSIplus - Publications - Quarterly update
Quarterly Update (Newsletter) available on the ePSIplus web site
www.ePSIplus.net
1: ePSIplus - The One Stop Shop to PSI
Live: 27.09.06
Home page
ePSIplus Thematic Network
One stop shop to PSI - News items by thematic area of interest
14%
26%
11%
Lega l
Public
Priva te
Pricing
Q uality
22%
27%
Total number of news items posted: 525
ePSIplus Thematic Network
One stop shop to PSI - News items per
70
Number of news items
60
50
40
30
20
10
0
Sep-06
Oct-06
Nov-06 Dec-06 Jan-07
Feb-07 Mar-07
Apr-07
May-07 Jun-07
Month
www.ePSIplus.net
Objective: To become the first port of call for information on PSI re-use
Jul-07
Aug-07 Sep-07
Oct-07
Nov-07
1: ePSIplus - Encouraging PSI re-use business
Current categories
• Aeronautics (2)
• Companies & Finances (3)
• Energy (3)
• Land & Property (1)
• Law & Regulation (4)
• Public tenders (2)
• Traffic & Transport (5)
• Weather & Environment (6)
Target 150 products
www.ePSIplus.net
1: ePSIplus - Summary
Assess and report on the impact of the Re-use PSI Directive.
Demonstrate (through the network) the improved
understanding of re-use of PSI across Europe
Report and propose recommendations for the PSI Directive
Review.
www.ePSIplus.net
Presentation section 2
How ePSIplus supports the EC review of Directive 2003/98
funded by eContentPlus
2: ePSIplus supports EC
Directive 2006/111/EC
ePSIplus
MEPSIR
Political
Review
ePSINet + ePSINetCee
We are here!
EU PSI Directive (broad)
2004
PSI directive came
into force
31.12.03
2005
1.07.05
Member States
comply
2006
Estimate as to when
all EU27 will have
Transposed the
PSI Directive
2007
EC Info Soc monitoring via contracts and projects such as ePSIplus
Started in 1987 may achieve its objectives by 2017: 30 Years!
www.ePSIplus.net
2008
2009
2: ePSIplus and the PSI Directive review
Purpose of Review: Has the Directive 2003/98 had the desired impact?
European PSI Association
ePSIplus thematic network (active)
ePSIplus
EP Day
Annual Review
of Lisbon Strategy
EC Commissioned
Sector studies
Report: Political statement?
Summer
Recess
ePSIplus
& EC
Conference
Contract
Awarded
EC Online
Consultation
EC Analysis of
Consultation
EU Co-decision
process
EC
Communication
European
Commission
Meteorological sector
study
European
Council
Legal sector
study
European
Parliament
Geographic Information
sector study
July
2007
Jan
2008
April
2008
July
2008
Oct
2008
EU Elections May 2009
www.ePSIplus.net
Annual Review
of Lisbon Strategy
Jan
2009
Presentation section 3
Europe - PSI Directive implementation status report
(As at 12 November 2007)
funded by eContentPlus
3: The European Union
490 Million people
Multi-lingual
(23+ Languages)
Multi-cultural
900,000+ public sector
organisation’s (Employs
50+ million people)
25 million SME’s (Employs
75+ million people)
Euro Zone (2007)
www.ePSIplus.net
3: Establishing the PSI framework
Status as at 12th November 2007
Year
MS
Transposed
2003
15
12
2004
25
10
2007
27
2
Total
27
24
4
1
31
25
EFTA
2007
Grand
Total
www.ePSIplus.net
Current prediction:
January 2008 - 27
July 2008 - 28
3: Establishing the PSI framework
Number
Percentage
PSI Directive - Transposition notifications Population covered
Percentage of EU25 population included by the PSI Directiv e
600
100
90
500
80
70
Percentage
Millions
400
300
60
50
40
200
30
20
100
10
0
0
1.07.05
11.07.05
15.12.05
10.03.06
23.03.06
1.09.06
23.10.06
19.12.06
1.01.07
25.05.07
13.09.07
11.10.07
1.07.05
11.07.05
15.12.05
10.03.06
23.03.06
Date
1.09.06
23.10.06
19.12.06
1.01.07
25.05.07
13.09.07
11.10.07
13.09.07
11.10.07
Date
28 months
PSI Directive number of Member States that have submitted transposition notifications
Percentage of Member States included by the PSI Directive
30
100
90
25
80
70
Percentage
20
15
60
50
40
30
10
20
5
10
0
1.07.05
0
1.07.05 11.07.05 15.12.05 10.03.06 23.03.06 1.09.06 23.10.06 19.12.06 1.01.07 25.05.07 13.09.07 11.10.07
www.ePSIplus.net
11.07.05
15.12.05
10.03.06
23.03.06
1.09.06
23.10.06
19.12.06
1.01.07
25.05.07
3: Establishing the PSI framework
Re-use PSI
Stage 1
EU Co-Decision Process
Transposition
19 Months
18 Months
5.06.02
31.12.03
EU27 = 46+ Months
1.07.05
Stage 2
Member States
Compliance
Stage 3
Member State
Public Sector
compliance
28+ months
Time to Reach Critical Mass
Stage 4
Impact on
Current
PSI re-users
European Parliament, Commission, Council Review
www.ePSIplus.net
July 2008
3:PSI Directive Transposition process (Open loop)
EU
MS
Federal (x)
Local (y)
Public Body 1
The diffusion effect
Member State 1
Public Body 1+z
Member State 2
Directive
2003/98/EC
Member State 3
27+(1*x)….+(1*y)
Variants of the
Directive
Sensor: The Re-user (PSI)
Harmonisation achieved through:
EU reviews, Complaints,
Court Cases
Issues:
1.
Methods of reducing variance.
2.
Lack of EU enforcement.
Cause
Member State 27
The democratic process lag!
The harmonisation process lag!
www.ePSIplus.net
3: Establishing the PSI framework
EU27 Transposition status as at 11 October 2007
11%
15%
52%
22%
New Laws
www.ePSIplus.net
Am ended Ex isting Laws Existing laws covered Not Transposed
Country
www.ePSIplus.net
U
K
M
al
ta
er
la
n
ds
P
ol
an
P
d
or
tu
ga
R
om l
an
ia
Sl
ov
ak
ia
Sl
ov
en
ia
Sp
a
Sw in
ed
en
et
h
N
us
tr
ia
B
el
gi
u
m
B
u
lg
ar
ia
C
C
ze
y
p
ch
ru
R
s
ep
u
bl
D
ic
en
m
ar
k
Es
to
ni
a
Fi
nl
an
d
Fr
an
ce
G
er
m
an
y
G
re
ec
H
e
un
ga
ry
Ir
el
an
d
It
al
y
La
tv
Li
ia
th
ua
Lu
ni
xe
a
m
bo
u
rg
A
Number of laws
3: Establishing the PSI framework
Directive 2003/98
Estimated number of laws introduced, amended or appertaining per country
10
9
8
7
6
5
4
3
2
1
0
Transposition
www.ePSIplus.net
Implementation
Support
Awareness
Enforcement
Maximum score for Legal Theme is 20
ve UK
ra
M ge
ed
ia
n
EU
2
EU 5
2
7
EF
Eu TA
ro
pe
A
us
B tri
el
a
g
B iu
m
u
lg
C
ar
ze
ch Cy ia
R pru
ep
s
D ub
en li
m c
Es ark
to
Fi nia
nl
a
Fr nd
a
G
er nce
m
a
G ny
re
H ec
un e
g
Ic ary
el
a
Ir nd
el
an
d
It
Li
al
ec L
y
ht at
en via
L st
Lu ith ein
xe ua
m ni
bo a
u
r
N
et M g
h al
er ta
la
N nd
or s
w
P ay
ol
P an
or
t d
R ug
om a
l
Sl an
i
ov a
Sl ak
ov ia
en
i
Sp a
Sw ai
Sw
n
e
it de
ze
n
rl
an
d
A
Score
3: ePSIplus - Scorecard
ePSIpl us Scorecard Theme 1
as at 15 October 2007
16
14
12
10
8
6
4
2
0
3: ePSIplus scorecard
ePSIplus Scorecard Theme 1
Transposition
Article 13
Transposed
f or MS?
Implementation
PSIH
Register?
Support
Awareness
Enforcement
www.ePSIplus.net
PSI
Guidelines?
Pro-active
Awareness?
Complaint
Decisions
Law
Publically
available
online?
Article 13
Ref ers to
2003/98
PSI web
site
St andard
Published
Licence
Complaints
available? Procedure?
Published
A ppeal
Procedure?
Complaint
decisions
published
A ppeal
decisions
published?
Unif ied
Complaints
system?
Training
Annual
Monitoring
Reports
published?
PSI Case
Studies?
Fair Trade &
Compet it on
A ppeal
A ut hority
Decisions
Decisions
Court
Decisions
3: UK timeline
Govt. Responds
To
CUPI & PoI
25.06.07
HMT
Study
Public Sector lag: Between 15 to 20 years
PoI
Report
CUPI Report
ePSIplus
1.07.05
UK
Transposed
2004
PSI directive came
into force
31.12.03
www.ePSIplus.net
2005
Political
Review
2006
2007
2008
2009
Presentation - section 4
Possible ways forward to meet PSI Vision (Objective)
funded by eContentPlus
4: PSI Directive - the way forward
Principle 1
Directive 2003/98 is the minimum level of harmonisation. Member
States may if they wish go beyond the requirements of the
Directive.
There is evidence that a number of Member States have gone
beyond the requirements of the Directive and a number are now
moving to do so in the area of charging. These tend to be the
smaller Member States.
www.ePSIplus.net
4: PSI Directive - the way forward
Objective 1
To support any recommendations for improving the implementation and
enforcement of the framework requires evidence. The ePSIplus Thematic
Network is one source of such evidence but there are other sources. Once
collated the evidence needs to be categorised as to whether the evidence is
only from one Member State or is similar across a number of Member
States. Where the evidence indicates a problem exists is there evidence that
demonstrates that this is not the case else where? Are there examples of
good practice - within Europe and globally? Is the good practice portable?
Objective 2
If the evidence shows that some form of action is needed to improve the
implementation and enforcement of the framework, then any
recommendation for action needs to:
• Improve the implementation and enforcement of the framework in the
shortest time frame possible.
• Be at the appropriate level. E.g. European Union, Member State or
below.
www.ePSIplus.net
4: PSI Directive - the way forward
Consideration 1
Deciding whether to amend a Directive the following maybe taken into account,
which would include amongst others:
1.
The cost benefit analysis. The cost of taking an amended Directive through the co-decision process
now that there are 27 EU Member States is high.
2.
European elections will occur in 2009, in the final months there is pressure for European
Parliamentary time. Is the amended Directive likely to gain a slot and would it move to a safe
position prior to the election process starting?
3.
Is there is a risk that certain Member States would lobby hard and either kill the Directive or
considerably reduce the base level of the framework outlined in the Directive? For example the
INSPIRE Directive 2007/2/EC that was finally agreed in November 2006 following reconciliation.
The other example is Directive 2003/4/EC - the revision of the Freedom of Access to Environmental
Information that was revised came out of the co-decision process weaker than when it went in to the
co-decision process.
4.
Have all Member States transposed and implemented the Directive effectively? For example
Germany and a number of other countries have poorly implemented the Directive.
5.
Have Member States nominated a public sector body to lead and take responsibility for
implementing the Directive effectively? The UK OPSI is unique in the EU at the current time.
6.
Are the regulators enforcing the current Directive framework?
www.ePSIplus.net
4: PSI Directive - the way forward
Consideration 2
If the evidence indicates that the issue appertains to the majority of Member State’s
and it definitely impedes the development of cross border business built on PSI reuse, is it due to:
• the Directive itself? or
• the practical issue of implementation?
For example PSI Asset registers are missing all across Europe should the Directive be
changed to make the implementation mandatory?
The answer is probably NO as other initiatives may resolve or assist, for example:
•
•
•
eGovernment (seamless government);
INSPIRE;
work being undertaken by public and private bodies to address the issue which
may lead to a solution.
www.ePSIplus.net
4: PSI Directive - early indicators for consideration
Implementation:
- Very poor across Europe as a whole - little political or public sector commitment
- Member States resource allocation is low
- Regulation across Europe as a whole is almost non existent
- Where regulation exists decisions are not always enforced
- The spirit of the PSI Directive is not evident - approach often one of denial or resistance partly a cultural issue but also due to competition between public and private bodies with
public using dominant position.
- In some Member States public sector raising legal challenges over Authority of regulator
- Member State competition authorities have been so far slow to react and take action
- Member State Data Protection (Privacy) Information Commissioners decisions not
harmonised.
- Task of compliance left to the Re-user of PSI!
- The value chain is complex and is not simply public sector upstream everyone else down
stream.
www.ePSIplus.net
3: ePSIplus Theme: Impact on prices and charges
The diffusion effect
Similar processes:
•Internally within an organisation
•Within Private Sector
•Private Sector Company Group
•EU legislation best practice for
Company Groups operating in EU
Public Body 1
Annual Report
Public Body 2
Annual Report
Standard
Annual
Report
(Financial)
Public Body 3
Annual Report
1+x
Variants of the
Standard
Annual
Report
Set (Reviewed) annually by
Ministry of Finance
Public Body x
Annual Report
www.ePSIplus.net
Question: Why are Public Bodies Accounts
Commercial in confidence?
All Public Sector
Annual Report
Example of issues:
•The structure of the public sector
•Enforcement
•Transparency
•Information loss
•Scaling problem
•Level playing field between Public
and private reporting
3: ePSIplus Theme: Impact on prices and charges
Effective policy: Open loop or closed loop?
Policy
(Financial)
Public Sector
Information
Holder
Feedback
Process
Regulator?
www.ePSIplus.net
PSI
Re-user
Presentation - section 5
Summary
funded by eContentPlus
5: The Directive
CONFIDENCE
FRAMEWORK
FOR THE
RE-USER
PSI Re-users
PSI
Public Sector
PSIH’s
Framework
PSI Re-users
www.ePSIplus.net
Boosts the knowledge economy
COST EFFECTIVE
FOR THE
PUBLIC SECTOR
5: PSI Directive - the WIN WIN framework
PSI Framework
Public Sector
PSIH
PSI Re-user
Central PSI portal
Can be referred to minimal
resources
Speed
Understanding
Standard Licence
No negotiating
Consistency
Speed
Minimal human intervention
Speed
No charge
No transaction costs
Simple
Marginal cost- pre-published
Minimal transaction
Costs
Quick
Simple
No negotiating
Consistency
Understanding
Easy to assess
Consistent with good data
management
Easy to locate
Exclusive arrangements declared and/or
phased out. (by December 2008)
No negotiating
Easy to understand
Separate accounts between Public Task
and Trading task
Improved business
management
Easy to understand
IPR Management (preferably waive IPR)
Cost effective data
management
Simple
Simple
Simple
Minimal human intervention
Fast and simple
Online click use standard licence
Charges pre-published
Asset Lists
One public sector data regime
Manage requests just as in FOI Regime
The key to success is to KEEP IT SIMPLE!
www.ePSIplus.net
Keep in mind the demographic change in society: simplification is one of the options
5: Summary
The PSI Directive framework was established to:
- minimise the burden on the public sector of enabling the re-use of
public sector information to occur without resources being diverted
from the public task. (apart from the establishment resource costs)
- provides confidence to the potential re-user in that it provides a
balance between the public sector defacto monopoly and the micro and
small enterprises.
- is simple and easy so that it encourages micro and small enterprises
to re-use PSI.
- time is of the essence
- allows innovation to occur
The ePSIplus scorecard states it well:
Europe so far has not met the objective, but there are now signs
of movement towards the objective
www.ePSIplus.net
5: PSI Directive - summary
Transposition:
- Is taking a long time and harmonisation even longer
- The purpose of the Directive has been misinterpreted in some Member
States (considered to be an access law rather than an economic framework)
- Member State lead bodies often do not understand their responsibility
(they see their task as a narrow one of transposition and not more)
- There is clear a need for action - at the current time the action appears
to be moving towards a form of Good Practice that should be followed by
all Member States and to back this up by the European Commission
using the powers that they have to encourage Member States to comply.
The EU wide action to be combined with action within Member States to
address the issues appertaining to their country.
www.ePSIplus.net
5: Summary
Is the EU PSI Directive in Europe as at 12 November 2007?
+100
• Entrepreneurial positive
(it has encouraged innovation and entry into the market)
• Entrepreneurial neutral
0
(it has not stimulated innovation and entry into the market)
• Entrepreneurial negative
(it has discouraged innovation and entry into the market)
www.ePSIplus.net
-100
On balance
currently here as
at 12.11.07
Thank you for your attention
Interested in PSI? Then why not visit:
www.ePSIplus.net
funded by eContentPlus