1. R&D EXPENDITURE IN THE HIGHER EDUCATION SECTOR (HES)
Meeting of the Education and Training statistics Working Group
R&D EXPENDITURE IN THE HIGHER EDUCATION SECTOR (HES)
UNIT B5 – Research (STI statistics)
Eurostat

2. Commission Regulation 753/2004 as regards statistics in science and technology adopted in 2004
data for the reference year 2003 to be delivered in line with the Regulation No 753/2004
R&D expenditure in HES to be reported on annual basis with transmission delay within 10 months of the end of the calendar year
R&D expenditure in HES further broken down by source of funds to be reported on bi-annual basis with the transmission delay within 18 months of the end of the calendar year
→ data will be however collected on
annual basis

3. R&D data collection in 2005
Harmonised OECD/Eurostat R & D common core questionnaire under construction for 2005
Close co-operation with OECD (also linked to the Memorandum of Understanding signed in 2004)
R&D expenditure in HES broken down by source of funds for the reference year 2003 will be transmitted to Eurostat in June 2005
Preliminary data for R&D expenditure in HES for the reference year 2004 will be transmitted to Eurostat in October 2005

4. Sources of funds are broken down in accordance with the recommendations of Frascati manual:
Business enterprise sector
Government sector
Higher education sector
Private non-profit sector
Abroad
Data on R&D expenditure by source of funds has been collected for the reference year 2002 for the first time by Eurostat (EU-15).
OECD data is used for the reference years before 2002.

5. National survey methods
To collect data in HES countries are using the combination of sample / census surveys and administrative data sources
HES institutional coverage
In line with the FM recommendations
University hospitals and clinics: the majority of the countries included those in the HES
Post secondary education establishments: this varies across countries: often excluded or in some countries art schools and colleges are included
Border-line research institutions: in general the research institutes attached to universities are included

6. Data availability
R&D expenditure by source of funds available in majority of the countries on annual basis; for some countries the data is only available on a bi-annual basis (DK, GR, SE); IT: a new survey on the universities to be developed and tested
R&D expenditure in HES: from the reference year 2003 available for all the countries
CONCLUSIONS:
New Regulation no 753/2004 → progress on data availability and quality
Harmonised international R&D questionnaire under construction