04/09/2013

Sylvie MABILEpresented par Pierre TEILLET

Guidelines of Statistical Business Register Draft chapter 4: unitsMeeting of expert group on SBR

04/09/2013

Meeting of expert group on SBR22

Overview of chapter 4: units

Purpose of the chapter slide 3

The proposed list of units slide 4

Questions / Problems / Issues / Solutions slides 5 & 6

Implementation issues slide 7

Annexes

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Meeting of expert group on SBR33

Purpose of the chapter

describe the units to be maintained in the SBR

whatever the country

do it both conceptually and operationally make clear distinction between units (metadata): statistical / observation / reporting keeping close to Administrative Registers linking the (types of) units:

=> administrative / statistical (conceptually and operationally) => monitoring the links (operationally)

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Meeting of expert group on SBR44

The proposed list of units to be maintained in the SBR

Statistical units: the objective for publication

Global: enterprise group / enterprise / National or by geographical zone: (truncated) enterprise group / (truncated) enterprise / establishment

Observation units: used for most direct collection legal unit / local legal unit

Reporting Units as well previous units answering on behalf of others (a legal unit for an EG), as external bodies (e.g accountants)

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Meeting of expert group on SBR55

Questions / Problems / Issues / Solutions

a solution: the definition of the enterprise as distinct from its legal

units observations

a dilemma: (see next slide) what unit at the local level? establishment (local kind of activity unit) / local unit of enterprise / …

an issue: links and linkages; more and more necessary for building and using consistent macro and micro data

a question: how create and monitor “unique” Ids ?

a problem: what if thresholds ?

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Meeting of expert group on SBR66

Dilemma about the statistical local unit from enterprise to local units:

“local” is clear if reffered to an address; not so clear if different !

do we stick to the business model or do we introduce the homogeneity criterion (according to the official ISIC) ?

in practice, most countries rely on local units, with exceptions for a few very specific cases (breakdown by activity);

statistical “local” unit should be of enterprises

Partition by Location

No Yes

No Enterprise Local Unit Partition by Economic Activity Yes Kind of Activity Unit Establishment

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Meeting of expert group on SBR77

Implementation issues

Branches

Ancillary (support or auxiliary) activities

SPEs

Head Offices & Holdings

Franchise

etc

Requests for good practices/examples, etc. from countries

Remarks, comments, proposals etc are welcome

Contactsylvie.mabile@insee.frpierre.teillet@insee.fr

Insee18 bd Adolphe-Pinard75675 Paris Cedex 14

www.insee.fr

Informations statistiques :www.insee.fr / Contacter l’Insee09 72 72 4000(coût d’un appel local)du lundi au vendredi de 9h00 à 17h00

Guidelines of Statistical Business Register Draft chapter 4: units

04/09/2013

Meeting of expert group on SBR99

Annexes

04/09/2013

Meeting of expert group on SBR1010

The Enterprise is an organisational market oriented unit which benefits from sufficient degree of autonomy in decision-making. An enterprise carries out one or more activities at one or more locations [1].The Enterprise can correspond either to

- a single legal unit not controlled by any other legal entity=independent legal unit, - an enterprise group as a set of legal units under common control, or- an autonomous part of an enterprise group.

Organisational means: for the economic activities in which the enterprise is engaged, a planned and formal structure is identified. This structure is able to govern the whole production processes managing the whole productive means.Market-oriented means: the enterprise sells in its own will goods and services to an independent buyer and the exchanges are made on the basis of commercial consideration only, called at “arm’s length” (at economically significant prices.). If not all of the exchanges are made at arm’s length, the 50% criterion has to be used: the unit is market oriented if more than 50% of its total cost is covered by exchanges made at arm’s length.Sufficient autonomy in decision-making means: the enterprise has the control of the use (may not be the owner from a legal point of view) of nearly the whole productive means, processes and outputs of the economic activities in which it is engaged.

[1] The enterprise corresponds to the institutional unit contributing to the Gross Domestic Product identified in ESA 2013 as market producers (sectors S11, S12, S141 and S142) with the exclusion of the institutional units that in S14 are “producing for final use only”

Definition of the enterprise [proposed by Eurostat; provisional]:

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Meeting of expert group on SBR1111

Modelled links between units [proposed by Eurostat]

Economic/statistical world (global)

Global Enterprise group

Legal Unit

Legal/administrative world (global)

Local (legal) unit

Global Enterprise

Local unit

Economic/statistical world (sub-global)

Truncated Enterprise group

Truncated Enterprise

Local unit

Legal/administrative world (sub-global)

Legal or operational unit (sub global)

Local unit legal or operational

SPE SPE