Total intramural R&D expenditure (GERD) by regions and sectors



TOTAL INTRAMURAL R&D EXPENDITURE (GERD) BY REGIONS AND SECTORS - 2017*
(Thousand levs)
Region Total Sectors:
Business enterprises Government Higher education Non-profit institutions
Total 760 234 534 071 176 262 43 442 6 459
Severna i Yugoiztochna Bulgaria 152 231 118 322 23 449 10 296 164
Severozapaden 31 285 24 825 .. .. -
Severen tsentralen 30 226 27 920 320 1 986 -
Severoiztochen 51 626 34 239 12 697 .. ..
Yugoiztochen 39 094 31 338 .. 3 580 ..
Yugozapadna i Yuzhna tsentralna Bulgaria 608 003 415 749 152 813 33 146 6 295
Yugozapaden 538 651 360 731 144 893 28 155 4 872
Yuzhen tsentralen 69 352 55 018 7 920 4 991 1 423

".." = confidential data
"-" = figures not applicable
* - preliminary data
31.10.2018


Euro-SDMX Metadata Structure (ESMS)

RESEARCH AND DEVELOPMENT ACTIVITY (R&D) - R&D expenditure; R&D personnel
Contact
Contact organisation

National Statistical Institute

Contact organisation unit

Science, Innovaton and Information Society Department

Contact name

Reni Petkova

Contact person function

State expert

Contact mail address

2, P. Volov Str.; 1038 Sofia, Bulgaria

Contact email address

rpetkova@nsi.bg

Contact phone number

+359 2 9857 103

Contact fax number
Metadata update
Metadata last certified08 March 2018
Metadata last posted08 March 2018
Metadata last update08 March 2018
Statistical presentation
Data description

The statistical survey on research and development activity (R&D) provides internationally comparable information about the characterization of resources (expenditure and personnel) on research and development in Bulgaria.

Classification system

· Classification of economic activities (CEA-2008, for international use NACE.BG-2008);

· Fields of Research and Development (FORD) classification;

· Classification of territorial units for statistics in Bulgaria (NUTS).

Sector coverage

R&D survey covers R&D performed in all four institutional sectors: Business enterprise (BES), Government (GOV), Higher education (HES), Private non-profit (PNP).

Statistical concepts and definitions

Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. R&D activity covers basic research, applied research and experimental development.

The indicator 'R&D expenditure' is defined as all expenditures for R&D performed within a statistical unit, whatever the source of funds. Total intramural R&D expenditure (GERD) comprises current costs and capital expenditure on R&D.

The indicator 'R&D personnel' measures the human resources going directly into R&D activity, responsible for creation, application and dissemination of new knowledge. R&D personnel include all persons engaged directly in R&D, as well as those providing direct support on R&D (R&D managers, administrators, technicians and clerical staff). R&D personnel comprise following categories:

· Researchers;

· Other R&D personnel.

Researchers are professionals engaged in the conception or creation of new knowledge. They conduct research and improve or develop concepts, theories, models, techniques instrumentation, software or operational methods.

Other R&D personnel comprise Technicians and Other supporting staff. Technicians participate in R&D by performing scientific and technical tasks involving the application of concepts and operational methods and the use of research equipment, normally under the supervision of researchers. Other supporting staff includes skilled and unskilled craftsmen, and administrative, secretarial and clerical staff participating in R&D projects or directly associated with such projects.

Statistical unit

Enterprise.

Statistical population

R&D survey covers all scientific institutions and organizations, the Bulgarian Academy of Sciences, the Agricultural Academy, higher education institutes, university hospitals, enterprises and other organizations, which irrespective of their main activity perform R&D as well - i.e. if at least one person of the personnel is engaged in R&D during the year.

Reference area

Bulgaria.

Time coverage

Since 1996 - the last reference year.

Base period

Not applicable.

Unit of measure

R&D expenditure - thousand BGN; R&D personnel - in head count (HC); full-time equivalent (FTE).

Reference period

Calendar year.

Institutional mandate
Legal acts and other agreements

EU Legislation:

· Decision No 1608/2003/EC of the European Parliament and of the Council of 22 July 2003 concerning the production and development of Community statistics on science and technology;

· Commission Implementing Regulation (EU) No 995/2012 of 26 October 2012 laying down detailed rules for the implementation of Decision No 1608/2003/EC of the European Parliament and of the Council concerning the production and development of Community statistics on science and technology.

National Legal basis:

· Law on Statistics;

· National Statistical Programme.

Data sharing

Not applicable.

Confidentiality
Confidentiality - policy
  • Law on Statistics;
  • Regulation (EC) No 223/2009 on European statistics (recital 24 and Article 20(4)) of 11 March 2009 (OJ L 87, p. 164), stipulates the need to establish common principles and guidelines ensuring the confidentiality of data used for the production of European statistics and the access to those confidential data with due account for technical developments and the requirements of users in a democratic society.
Confidentiality - data treatment

The individual (primary) data are confidential according to the Law on Statistics and European legislation. To ensure their protection and inability to be identified, the aggregated indicators are also defined as confidential when the indicator is calculated from one or two enterprises or one enterprise formed more than 85% of the total value of this indicator.

Release policy
Release calendar

The deadline for dissemination of the statistical information on R&D activity is specified in the Release Calendar presenting the results of the statistical surveys carried out by the National Statistical Institute.

Release calendar access

The calendar is available on the NSI website.

User access

Data are published on the NSI website and on NSI information system INFOSTAT and are available to all users of statistical information.

Frequency of dissemination

Preliminary data - 10 months after the end of the reference period;

Final data - 14 months after the end of the reference period

Accessibility and clarity
News release

News release on the basis of preliminary data from the survey.

Publications

· Statistical Yearbook;

· Statistical Reference book;

· 'Bulgaria'(brochure).

On-line database

Data are available for all users on the NSI website and on NSI information system INFOSTAT under the heading R&D, Innovation and Information Society. 

Micro-data access

Micro data are neither distributed nor provided to the users.

Other

Information service on request, according to the Rules for dissemination of statistical products and services of NSI.

Documentation on methodology

· Methodological manual 'Frascati' (Guidelines for Collecting and Reporting Data on Research and Experimental Development - Frascati Manual, OECD, 2015), adopted by Eurostat for statistical surveys on R&D;

· Methodology of the R&D survey.

Quality documentation

Quality reports on R&D statistics.

Quality management
Quality assurance

Statistical practices used to compile R&D data are in compliance with Frascati Manual recommendations.

Quality assessment

Quality assessment is based on standard quality criteria - relevance, accuracy and reliability, timeliness, comparability and coherence.

Relevance
User needs

Main users of R&D data are ministries, research institutions and other users in the country, as well as Eurostat, OCDE and other international organizations.

User satisfaction

User satisfaction survey is not conducted.

Completeness

In accordance with Regulation (EU) No 995/2012 of the Commission the required data completeness is ensured for all variables.

Accuracy and reliability
Overall accuracy

The statistical data are of good accuracy and reliability.

Sampling error

The survey is exhaustive and there are no sampling errors.

Non-sampling error
Timeliness and punctuality
Timeliness

Preliminary data - 10 months after the end of the reference period.

Final data - 14 months after the end of the reference period.

Punctuality

Deadlines for R&D data delivery, specified in the Release Calendar, are strictly respected.

Coherence and comparability
Comparability - geographical

Data for Bulgaria are comparable with the data for the rest EU member states.

Comparability - over time

Data are comparable over time.

Coherence - cross domain

R&D data are coherent with data obtained from the Innovation survey.

Coherence - internal

No significant deviations between preliminary and final R&D data.

Cost and burden

Not applicable.

Data revision
Data revision - policy

Not applicable.

Data revision - practice

Not applicable.

Statistical processing
Source data

R&D survey.

Frequency of data collection

Yearly.

Data collection

Exhaustive survey for all enterprises and organizations performing R&D as a primary or secondary activity. Data are collected using a paper and electronic (on-line) questionnaire included in the annual reports on the activities of enterprises, budget organizations and financial institutions.

Data validation

Data validation is done through arithmetic and logic control of input data and comparison of the output data with the results of previous R&D surveys and data from administrative sources.

Data compilation

The R&D survey is exhaustive survey and no estimates are made.

Adjustment

Not applicable.

Comment
Metadata Structure Definition in SDMX 2.1: ESMS_MSD+BNSI+2.0+SDMX.2.1.xml
Metadata Structure Definition in SDMX 2.0: ESMS_MSD+BNSI+2.0+SDMX.2.0.xml


ESS Standard for Quality Reports Structure (ESQRS)

RESEARCH AND DEVELOPMENT ACTIVITY (R&D) - R&D expenditure; R&D personnel
Contact
Contact organisation

National Statistical Institute

Contact organisation unit

Science, Innovaton and Information Society Department

Contact name

Reni Petkova

Contact person function

State expert

Contact mail address

2, P. Volov Str.; 1038 Sofia, Bulgaria

Contact email address

rpetkova@nsi.bg

Contact phone number

+359 2 9857 103

Contact fax number
Statistical presentation
Data description

The statistical survey on research and development activity (R&D) provides internationally comparable information about the characterization of resources (expenditure and personnel) on research and development in Bulgaria.

Classification system

· Classification of economic activities (CEA-2008, for international use NACE.BG-2008);

· Fields of Research and Development (FORD) classification;

· Classification of territorial units for statistics in Bulgaria (NUTS).

Sector coverage

R&D survey covers R&D performed in all four institutional sectors: Business enterprise (BES), Government (GOV), Higher education (HES), Private non-profit (PNP).

Statistical concepts and definitions

Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. R&D activity covers basic research, applied research and experimental development.

The indicator 'R&D expenditure' is defined as all expenditures for R&D performed within a statistical unit, whatever the source of funds. Total intramural R&D expenditure (GERD) comprises current costs and capital expenditure on R&D.

The indicator 'R&D personnel' measures the human resources going directly into R&D activity, responsible for creation, application and dissemination of new knowledge. R&D personnel include all persons engaged directly in R&D, as well as those providing direct support on R&D (R&D managers, administrators, technicians and clerical staff). R&D personnel comprise following categories:

· Researchers;

· Other R&D personnel.

Researchers are professionals engaged in the conception or creation of new knowledge. They conduct research and improve or develop concepts, theories, models, techniques instrumentation, software or operational methods.

Other R&D personnel comprise Technicians and Other supporting staff. Technicians participate in R&D by performing scientific and technical tasks involving the application of concepts and operational methods and the use of research equipment, normally under the supervision of researchers. Other supporting staff includes skilled and unskilled craftsmen, and administrative, secretarial and clerical staff participating in R&D projects or directly associated with such projects.

Statistical unit

Enterprise.

Statistical population

R&D survey covers all scientific institutions and organizations, the Bulgarian Academy of Sciences, the Agricultural Academy, higher education institutes, university hospitals, enterprises and other organizations, which irrespective of their main activity perform R&D as well - i.e. if at least one person of the personnel is engaged in R&D during the year.

Reference area

Bulgaria.

Time coverage

Since 1996 - the last reference year.

Base period

Not applicable.

Statistical processing
Source data

R&D survey.

Frequency of data collection

Yearly.

Data collection

Exhaustive survey for all enterprises and organizations performing R&D as a primary or secondary activity. Data are collected using a paper and electronic (on-line) questionnaire included in the annual reports on the activities of enterprises, budget organizations and financial institutions.

Data validation

Data validation is done through arithmetic and logic control of input data and comparison of the output data with the results of previous R&D surveys and data from administrative sources.

Data compilation

The R&D survey is exhaustive survey and no estimates are made.

Adjustment

Not applicable.

Quality management
Quality assurance

Statistical practices used to compile R&D data are in compliance with Frascati Manual recommendations.

Quality assessment

Quality assessment is based on standard quality criteria - relevance, accuracy and reliability, timeliness, comparability and coherence.

Relevance
User needs

Main users of R&D data are ministries, research institutions and other users in the country, as well as Eurostat, OCDE and other international organizations.

User satisfaction

User satisfaction survey is not conducted.

Completeness

In accordance with Regulation (EU) No 995/2012 of the Commission the required data completeness is ensured for all variables.

Data completeness - rate

R&D data are produced in all required breakdowns for the obligatory variables according to Regulation (EU) No 995/2012. Additional data breakdowns are also compiled in order to satisfy user needs.

Accuracy and reliability
Overall accuracy

The statistical data are of good accuracy and reliability.

Sampling error

The survey is exhaustive and there are no sampling errors.

Sampling errors - indicators

The survey is exhaustive and there are no sampling errors.

Non-sampling error
Coverage error

There are no indications for coverage errors.

Over-coverage - rate

There is no over-coverage.

Common units - proportion

Not applicable.

Measurement error

In order to minimize the measurement errors, because of misunderstanding of the respondents, R&D questionnaire is attended with methodological explanatory notes in line with Frascati Manual recommendations.

Non response error

Actions to reduce the non-response include sending the reminder letters, supplemented if needed, by telephone calls and/or direct contact with the respondents for collection of data.

Unit non-response - rate

Unit non-response error is within 1%.

Item non-response - rate

There is not item non-response error.

Processing error

Processing errors are negligible due to extensive arithmetic and logical checking control of data.

Imputation - rate

Not applicable.

Model assumption error

Not applicable.

Seasonal adjustment

Not applicable.

Data revision - policy

Not applicable.

Data revision - practice

Not applicable.

Data revision - average size

Not applicable.

Timeliness and punctuality
Timeliness

Preliminary data - 10 months after the end of the reference period.

Final data - 15 months after the end of the reference period.

Time lag - first results

Preliminary data - 10 months after the end of the reference period.

Time lag - final results

Final data - 15 months after the end of the reference period.

Punctuality

Deadlines for R&D data delivery, specified in the Release Calendar, are strictly respected.

Punctuality - delivery and publication

R&D data are published at the date specified in the Release Calendar presenting the results of the statistical surveys carried out by the NSI.

Coherence and comparability
Comparability - geographical

Data for Bulgaria are comparable with the data for the rest EU member states.

Asymmetry for mirror flows statistics - coefficient

Not applicable.

Comparability - over time

Data are comparable over time.

Length of comparable time series
Coherence - cross domain

R&D data are coherent with data obtained from the Innovation survey.

Coherence - sub annual and annual statistics

Not applicable.

Coherence - National Accounts

R&D data are used for estimation of capitalization of R&D expenditure in the national accounts.

Coherence - internal

No significant deviations between preliminary and final R&D data.

Accessibility and clarity
News release

News release on the basis of preliminary data from the survey.

Publications

· Statistical Yearbook;

· Statistical Reference book;

· 'Bulgaria'(brochure).

On-line database

Data are available for all users on the NSI website and on NSI information system INFOSTAT under the heading R&D, Innovation and Information Society. 

Data tables - consultations
Micro-data access

Micro data are neither distributed nor provided to the users.

Other

Information service on request, according to the Rules for dissemination of statistical products and services of NSI.

Metadata - consultations
Documentation on methodology

· Methodological manual 'Frascati' (Guidelines for Collecting and Reporting Data on Research and Experimental Development - Frascati Manual, OECD, 2015), adopted by Eurostat for statistical surveys on R&D;

· Methodology of the R&D survey.

Metadata completeness – rate
Quality documentation

Quality reports on R&D statistics.

Cost and burden

Not applicable.

Confidentiality
Confidentiality - policy
  • Law on Statistics;
  • Regulation (EC) No 223/2009 on European statistics (recital 24 and Article 20(4)) of 11 March 2009 (OJ L 87, p. 164), stipulates the need to establish common principles and guidelines ensuring the confidentiality of data used for the production of European statistics and the access to those confidential data with due account for technical developments and the requirements of users in a democratic society.
Confidentiality – data treatment

The individual (primary) data are confidential according to the Law on Statistics and European legislation. To ensure their protection and inability to be identified, the aggregated indicators are also defined as confidential when the indicator is calculated from one or two enterprises or one enterprise formed more than 85% of the total value of this indicator.

Comment
Metadata Structure Definition: ESQRS_MSD+BNSI+2.0+SDMX.2.0.xml

Pages

  • Statistical Reference Book 2018
    The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2018 in English.

    The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2014 - 2017 period.

  • Statistical Yearbook 2017 in infographics
    The National Statistical Institute of Bulgaria offers a different view of the statistical information included in the 85th edition of the Statistical Yearbook of the Republic of Bulgaria.

    The publication is intended for a wider audience as statistical data are presented in a plain and easy understandable way.

    The current state and changes in the socio-economic and cultural life in the country are presented not in the traditional way in tables and text, but through infographics - images, graphics and other visualization tools.

  • Statistical Reference Book 2018 (Bulgarian version)
    The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2018 in Bulgarian.

    The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2014 - 2017 period.

  • Statistical Yearbook 2017
    The National Statistical Institute (NSI) has the pleasure to present to the attention of national and foreign users of statistical information the 84th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.

    It provides current statistical information about the demographic, economic and social development of the country for 2012 - 2016 in different territorial and classification aggregations and breakdowns.

  • Bulgaria 2018
    The National Statistical Institute presents the bilingual (Bulgarian/English) brochure Bulgaria 2018 to users of statistical information. The brochure is addressed to a wide range of users (international institutions, business, students, experts etc.) and changes the traditional presentation of statistical information by offering an innovative structure with a parallel translation in English. The publication contains topical statistical information about the demographic, social and economic development of the country over the 2013 - 2017 period.
  • Statistical Reference Book 2017
    The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2017 in English.

    The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2013 - 2016 period.

  • Statistical Reference Book 2017 (Bulgarian version)
    The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2017 in Bulgarian.

    The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2013 - 2016 period.

  • Bulgaria 2017
    The National Statistical Institute presents the bilingual (Bulgarian/English) brochure Bulgaria 2017 to users of statistical information. The brochure is addressed to a wide range of users (international institutions, business, students, experts etc.) and changes the traditional presentation of statistical information by offering an innovative structure with a parallel translation in English. The publication contains topical statistical information about the demographic, social and economic development of the country over the 2012 - 2016 period.
  • Statistical Yearbook 2016
    The National Statistical Institute (NSI) has the pleasure to present to the attention of national and foreign users of statistical information the 84th edition of the ‘Statistical Yearbook of the Republic of Bulgaria’ in printed and electronic format.

    It provides current statistical information about the demographic, economic and social development of the country for 2011 - 2015 in different territorial and classification aggregations and breakdowns.

  • Statistical Reference Book 2016
    The National Statistical Institute presents to users of statistical information the annual publication - Statistical Reference Book 2016 in English.

    The Statistical Reference Book presents topical information on the demographic processes as well as the economic, social and cultural development of the Republic of Bulgaria for the 2012 - 2015 period.

Pages