Plan S is a set of high-level principles which are in line with current UK Government policy and ambitions for Open Access (OA), and identify common ways to accelerate the implementation of OA to meet the European Competitiveness Councils target, set by ministers in 2016, of making all publicly funded research Open Access by 2020. For these reasons, an economic impact assessment was not carried out.
UKRI was committed to a Review of OA policies before the announcement of Plan S, as part of its practice of monitoring and improving implementation of the policy. The purpose of the UKRI OA Review is to support delivery of UK government policy on OA to achieve the associated economic and social benefits and ensure the taxpayer secures maximum value for money from investment in publishing research. UKRI will consider Plan S principles within the broader aspects of the OA Review and where they support the delivery of UK OA policy.
Any implementation of Plan S principles by UKRI will be subject to the OA Review. This includes the Plan S principle around the standardisation of publication fees and funding across Europe. Costs and benefits around OA models and impacts arising from proposed changes will be considered as part of the OA Review, including sustainability, with wider economic impacts considered by BEIS. The OA Review will report in 2019.
On 27th November, the Coalition of funders that are working on Plan S issued further guidance and clarifications. In this they stated that they will be commissioning an independent study on publications costs and fees. The new implementation details and guidance to clarify Plan S principles are open for public feedback.