ANNEX I
MODULE 1: ENTERPRISES AND THE INFORMATION SOCIETY
1. SUBJECTS AND THEIR CHARACTERISTICS
(a) The subjects to be covered for the reference year 2008, selected from the list in Annex I to Regulation (EC) No 808/2004, are the following:
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ICT systems and their usage in enterprises;
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Use of Internet and other electronic networks by enterprises;
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e-Commerce and e-Business processes;
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(b) The following enterprise characteristics shall be collected:
ICT systems and their usage in enterprises
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Characteristics to be collected for all enterprises:
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Characteristics to be collected for enterprises that use computers:
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(Optional) Percentage of persons employed using computers at least once a week
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Use of an internal computer network (e.g. LAN)
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Use of an internal homepage (intranet)
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Use of dedicated applications for employees to access human resources services (e.g. see open job positions, request annual leave, view or download payslips, or other services)
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(Optional) Degree of improvement through ICT projects: reorganisation and simplification of work routines
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(Optional) Degree of improvement through ICT projects: release of resources
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(Optional) Degree of improvement through ICT projects: higher earnings for the enterprise
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(Optional) Degree of improvement through ICT projects: development of new products and services
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Characteristics to be collected for enterprises that use an internal computer network (e.g. LAN):
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Use of wireless access to the internal computer network (e.g. LAN)
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Characteristics to be collected for enterprises that use an intranet:
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(Optional) Use of intranet for sharing: general policy or strategy of the enterprise
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(Optional) Use of intranet for sharing: internal company newsletters or daily news
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(Optional) Use of intranet for sharing: day-to-day/working documents (e.g. for meeting)
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(Optional) Use of intranet for sharing: manuals, guides or training material
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(Optional) Use of intranet for sharing: product or services catalogues
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Use of Internet and other electronic networks by enterprises
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Characteristics to be collected for enterprises that use computers:
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Characteristics to be collected for enterprises that have access to Internet:
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Percentage of persons employed using computers connected to the World Wide Web at least once a week
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Internet connection: traditional modem or ISDN
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Internet connection: DSL
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Internet connection: other fixed Internet connection
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Internet connection: mobile connection
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Internet usage as consumer for banking and financial services
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Internet usage as consumer for training and education
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Internet usage for interaction with public authorities, in the previous calendar year
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Characteristics to be collected for enterprises that interacted with public authorities via Internet, in the previous calendar year:
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Internet usage for obtaining information from public authorities' websites, in the previous calendar year
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Internet usage for obtaining forms from public authorities' websites, in the previous calendar year
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Internet usage for returning filled in forms to public authorities, in the previous calendar year
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Internet usage for treating an administrative procedure completely electronically without the need for additional paper work, in the previous calendar year
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Internet usage for submitting a proposal in an electronic tender system (public e-procurement), in the previous calendar year
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Characteristics to be collected for enterprises that have a website:
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Provision of the following facility: product catalogues or price lists
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Provision of the following facility: possibility for visitors to customise or design products
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Provision of the following facility: online ordering or reservation or booking facility
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Provision of the following facility: online payment
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Provision of the following facility: personalised content for regular/repeated visitors
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Provision of the following facility: advertisement of open job positions or online job application
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E-commerce and e-business processes
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Characteristics to be collected for enterprises that use computers:
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Use of automated data exchange (ADE) defined as the exchange of messages (e.g. orders, invoices, payment transactions or description of goods) via the internet or other computer networks in an agreed format which allows its automatic processing (e.g. XML, EDIFACT etc.) without the individual message being manually typed
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Electronic share of supply chain management information with customers or suppliers
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Share electronically and automatically relevant information about sales orders received (either electronically or not) with the management of inventory levels
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Share electronically and automatically relevant information about sales orders received (either electronically or not) with the accounting
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Share electronically and automatically relevant information about sales orders received (either electronically or not) with the production or services management
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Share electronically and automatically relevant information about sales orders received (either electronically or not) with the distribution management
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Share electronically and automatically relevant information about purchases orders sent (either electronically or not) with the management of inventory levels
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Share electronically and automatically relevant information about purchases orders sent (either electronically or not) with the accounting
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Use of ERP software package to share information on sales and/or purchases with other internal functional areas (for example, finance, planning, marketing, etc.)
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Use of any software application for managing information about clients (so called CRM) to capture, store and make available to other business functions the information about its clients
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Use of any software application for managing information about clients (so called CRM) to make analysis of the information about clients for marketing purposes (setting prices, make sales promotion, choose distribution channels, etc.)
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Use of free or open source operating systems, such as Linux (i.e. with its source code available, no copyright cost, and the possibility to modify and/or (re)distribute it)
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Use of digital signature in any message sent, i.e. using encryption methods that assure the authenticity and integrity of the message (uniquely linked to and capable of identifying the signatory and where any subsequent change to the message is detectable)
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Characteristics to be collected for enterprises that use automated data exchange:
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Use of ADE for: sending orders to suppliers
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Use of ADE for: receiving e-invoices
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Use of ADE for: receiving orders from customers
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Use of ADE for: sending e-invoices
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Use of ADE for: sending or receiving product information
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Use of ADE for: sending or receiving transport documents
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Use of ADE for: sending payment instructions to financial institutions
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Use of ADE for: sending or receiving data to/from public authorities
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(Optional) Use of ADE format: EDIFACT or similar standards
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(Optional) Use of ADE format: XML based standards
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(Optional) Use of ADE format: proprietary standards agreed between the enterprise and other organisations
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Characteristics to be collected for enterprises that use computers and do not use automated data exchange:
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(Optional) Barriers to ADE: no interest in using automated data exchange due to lack of relevance for the business
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(Optional) Barriers to ADE: lack of expertise in-house for its implementation
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(Optional) Barriers to ADE: return on the investment too low or not clear
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(Optional) Barriers to ADE: lack of software solutions appropriate for the specific sector/size of the enterprise
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(Optional) Barriers to ADE: difficulty with agreeing common standards with business partners
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(Optional) Barriers to ADE: uncertainty of the legal status of the messages exchanged
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Characteristics to be collected for enterprises that share supply chain management information with customers or suppliers:
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Exchange of information with suppliers on inventory levels, production plans or demand forecasts
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(Optional) Exchange of information with suppliers on demand forecasts
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(Optional) Exchange of information with suppliers on inventory levels
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(Optional) Exchange of information with suppliers on production plans
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Exchange of information with suppliers on progress of deliveries
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Exchange of information with customers on inventory levels, production plans or demand forecasts
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(Optional) Exchange of information with customers on demand forecasts
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(Optional) Exchange of information with customers on inventory levels
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(Optional) Exchange of information with customers on production plans
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Exchange of information with customers on progress of deliveries
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Exchange of information with suppliers or customers via websites
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Exchange of information with suppliers or customers via automated data exchange
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Characteristics to be collected for enterprises that use computers, and not classified in Section J of NACE Rev. 1.1:
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Have received orders for products or services via computer networks, in the previous calendar year
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Have sent orders for products or services via computer networks, in the previous calendar year
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Characteristics to be collected for enterprises that have received orders via computer networks, and not classified in Section J of NACE Rev. 1.1:
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Percentage of total turnover that resulted from orders received via computer networks, in the previous calendar year
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(Optional) Percentage of e-commerce sales resulting from orders received via websites, in the previous calendar year
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(Optional) Percentage of e-commerce sales resulting from orders received via automated data exchange over the internet, in the previous calendar year
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(Optional) Percentage of e-commerce sales resulting from orders received via automated data exchange over other computer networks, in the previous calendar year
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Use of secure protocols (SSL/TLS) in receiving Internet orders
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Characteristics to be collected for enterprises that have sent orders via computer networks, and not classified in Section J of NACE Rev. 1.1:
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Percentage of total purchases value resulting from orders placed via computer networks, in percentage classes, in the previous calendar year ( [0;1[, [1;5[, [5;10[, [10;25[, [25;100] )
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2. COVERAGE
The characteristics defined in heading 1(b) of this Annex are to be collected and obtained for enterprises classified in the following economic activities, of the following enterprise size and with the following geographic scope.
(a) Economic activity: enterprises classified in the following categories of NACE-Rev. 1.1:
NACE category
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Description
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Section D
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‘Manufacturing’
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Section F
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‘Construction’
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Section G
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‘Wholesale and retail trade; repair of motor vehicles, motorcycles and personal and household goods’
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Groups 55.1 and 55.2
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‘Hotels’ and ‘Camping sites and other provision of short-stay accommodation’
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Section I
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‘Transport, storage and communication’
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Class 65.12
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‘Other monetary intermediation’
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Class 65.22
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‘Other credit granting’
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Class 66.01
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‘Life Insurance’
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Class 66.03
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‘Non-Life Insurance’
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Section K
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‘Real estate, renting and business activities’
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Groups 92.1 and 92.2
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‘Motion picture and video activities’ and ‘Radio and television activities’
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Enterprises classified in the following categories of NACE-Rev. 1.1 are to be covered optionally:
NACE category
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Description
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Section E
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‘Electricity, gas and water supply’
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Groups 55.3, 55.4 and 55.5
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‘Restaurants’, ‘Bars’ and ‘Canteens and catering’
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Groups 92.3 to 92.7 inclusive
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‘Recreational, cultural and sporting activities’, except ‘Motion picture and video activities’ and ‘Radio and television activities’
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Division 93
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‘Other service activities’
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Classes 67.12, 67.13, 67.2
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‘Activities auxiliary to financial intermediation’, except ‘Administration of financial markets’
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(b) Enterprise size: enterprises with 10 or more persons employed; enterprises with less than 10 persons employed are to be covered optionally;
(c) Geographic scope: enterprises located in any part of the territory of the Member State.
3. REFERENCE PERIODS
The reference period is the year 2007 for the characteristics which refer to the previous calendar year. The reference period is January 2008 for the other characteristics.
4. BREAKDOWNS
The subjects and their characteristics listed in heading 1(b) of this Annex shall be provided separately for the following breakdowns.
(a) Economic activity breakdown: according to the following NACE Rev. 1.1 aggregates. (The characteristics are to be provided for Division 22 optionally.)
NACE aggregation
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55.3+55.4+55.5 (optional)
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67.12+67.13+67.2 (optional)
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(b) Size class breakdown: data shall be broken down by the following size classes of the number of persons employed.
Size class
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Less than 10 persons employed (optional)
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Less than five persons employed (optional)
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Five to nine persons employed (optional)
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10 or more persons employed
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10 to 49 persons employed
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50 to 249 persons employed
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250 or more persons employed
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(c) Geographic breakdown: data shall be broken down by the following regional groups.
Regional group
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Convergence regions (including phasing-out regions)
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Regional competitiveness and employment regions (including phasing-in regions)
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5. PERIODICITY
The data shall be provided once for the year 2008.
6. DEADLINES
(a) The aggregate data, where necessary flagged for confidentiality or unreliability, referred to in Article 6 of Regulation (EC) No 808/2004 shall be forwarded to Eurostat before 5 October 2008. By that date, the dataset has to be finalised, validated and accepted. The tabulated, computer readable transmission format shall follow the instructions provided by Eurostat.
(b) The metadata referred to in Article 6 of Regulation (EC) No 808/2004 shall be forwarded to Eurostat before 31 May 2008. The metadata shall follow the report template provided by Eurostat.
(c) The quality report referred to in Article 7(4) of Regulation (EC) No 808/2004 shall be forwarded to Eurostat by 5 November 2008. The quality report shall follow the report template provided by Eurostat.