Olivier Haag Helsinki - Q2010 Reengineering French structural business statistics: redesign of the annual survey

Page 2 The French annual survey of businesses Olivier HaagMay 5th 2010 Outlines › Presentation of the survey › The introduction of a new statistical unit in our production process to manage the companies legal restructuring › Description of the process used to merge survey and adminisrative data

Page 3 The French annual survey of businesses Olivier HaagMay 5th 2010 The main goals of the ESA survey › To publish the level and growth rate of aggregates for the different characteristics › To determine the main activity of inquired businesses for the statistical register › To answer to the Prodcom regulation for the manufacturing industry

Page 4 The French annual survey of businesses Olivier HaagMay 5th 2010 A simplified questionnaire › The Insee Annual Businesses Survey has been strongly lightened › No question already existing in other administrative or fiscal source › A gain of 64 % (in terms of number of questions asked)

Page 5 The French annual survey of businesses Olivier HaagMay 5th 2010 The questionnaire organisation › Six of the main production sectors › A core section –legal restructuring –breakdown of turnover by different activity › A sector specific section => About 200 types of different questionnaires

Page 6 The French annual survey of businesses Olivier HaagMay 5th 2010 The particular treatment of the companies which participate to a legal restructuring › Example of a merger envelope Flow intra envelope APE envelope: Sector A Envelope 2009 Envelope 2008 APE : sector A

Page 7 The French annual survey of businesses Olivier HaagMay 5th 2010 The creation of the envelope questionnaire › For a characteristic X, for the current year Where “i” represents a company › For a characteristic X, for the year before Where F is the flow intra envelop. It can be negative

Page 8 The French annual survey of businesses Olivier HaagMay 5th 2010 An example of using the envelope (1/2) Hypothesis Company’s turnover in sector A is decreasing of 10% between 2008 and 2009 Company’s turnover of sector B is increasing of 20 % between 2008 and 2009 T env (2008) = – 500 = 1100 K€ T env ( 2009) = 1100 K€ => Calculation of the growth rate of turnover between 2008 and 2009

Page 9 The French annual survey of businesses Olivier HaagMay 5th 2010 An example of using the envelope (2/2) Results without the envelope  The envelople permits to limit the impact of the legal restructuring in the economic results. Sector A Turnover 2008 Turnover 2009 Sector B Turnover 2008 Turnover 2009 Enevlope 1100 Company Company Company Company Total Total Growth % Growth + 20% Results with the envelope Hypothesis- 10% +20 %

Page 10 The French annual survey of businesses Olivier HaagMay 5th 2010 The checking of the envelope by the clerks › An envelope participates to the selective editing process › If the envelope has to be checked –Clerks follow up the most important company of the envelope ‐ To obtain the flow intra-envelope of the turnover ‐ To obtain the breakdown of this flow by activities

Page 11 The French annual survey of businesses Olivier HaagMay 5th 2010 Statistical frame SIRENE The different populations of statistical or administrative sources ESA sample ESA respondant Tax data available Employment data available ESA sampling frame

Page 12 The French annual survey of businesses Olivier HaagMay 5th 2010 Merging data for each company … Turnover Goods sales Products sales Services sales … Survey data … Turnover Goods sales Products sales Services sales …. Salary Staff size … Tax data … DefinitiveTurnover Definitive Goods sales Definitive Products sales Definitive Services sales … …. DefinitiveSalary Definitive Staff size … Final data Employment data … Salary Staff size … REDI

Page 13 The French annual survey of businesses Olivier HaagMay 5th 2010 Algorithm REDI to define the final turnover (1/2)

Page 14 The French annual survey of businesses Olivier HaagMay 5th 2010 Algorithm REDI to define the final turnover (2/2)

Page 15 The French annual survey of businesses Olivier HaagMay 5th 2010 First conclusion of this process › For the turnover and its sales' breakdown › For a threshold or 1% and NACE's group as level of the aggregation › Clerks had to check 2500 companies but only about 200 were contacted › Main causes of discrepancies between the sources –Problems of ID –Difference of the period of reference between the sources –Difference in the sales’ repartition not in the turnover › The impact of this process was not negligible Amounts in billion €