OECD/ICT/EXD/PCM/PAC/PUB/04/172 Closing date: 13th December 2004 - 11h00 Paris time
ARTICLE 1 Business Volumes in 2003 1.1. Volumes 1.2 Accounting figures a Credit Account Transactions b Credit Card Transactions c Sales Ledger Receipts ARTICLE 2 Worldwide Share of Business in 2003 ARTICLE 3 Publications and Online Services 3.1 SourceOECD 3.2 Periodicals 3.3 Standing Orders 3.4 Regulars 3.5 Series 3.6 Loose Leafs 3.7 OECD Numbering System ARTICLE 4 OECD Credit Policy for Sales of Publications ARTICLE 5 General Discounts RUBAC Electronic Information Management Methodology Copyright of Hamme Family Trust ARTICLE 1 BUSINESS VOLUMES IN 2003 1.1. VOLUMES 1 Client addresses about 69,000; new each year: 12,500 2 Active client accounts about 39,000; new each year: 10,000 3 Ad hoc sale lines about 81,000; new each year: 81,000 4 Active subscriptions about 21.500 5 Subscription and standing order lines about 182,000; new each year: 10,000 6 Publications on catalogue about 1,600; new each year: 950 7 Copies on stock about 460.000; volume stable 8 Linear meters of storage area about 2.600 9 Turnover about Euro 11.800.000 1.2 ACCOUNTING FIGURES a Credit Account Transactions 1 Invoices 13,773 2 Credit Notes 2,871 3 Pro-forma raised 6,177 4 Renewal Notices Raised 13,419 5 Reminders (credit control letters) 4,185 b Credit Card Transactions 1 EUR 1,214 2 USD 1,159 3 GBP 232 c Sales Ledger Receipts 5,783 1 Cheques banked i EUR 754 ii USD 1,150 iii MXP 0 iv JPY 7 v GBP 235 2 Credit transfers to banks i EUR 1,735 ii USD 18 iii JPY 125 iv GBP 199 ARTICLE 2 WORLDWIDE SHARE OF BUSINESS IN 2003 1 Africa 0.1% 2 Central and South America 3.0% 3 Eastern Europe 0.6% 4 Far East 22.0% 5 Indian Continent 0.1% 6 Middle East 0.2% 7 North America 26.0% 8 Western Europe 47.0% ARTICLE 3 PUBLICATIONS AND ONLINE SERVICES OECD publications are usually published in the Organisation's official languages English and French. Some titles, in particular the statistics publications are bi-lingual. Publications can also be published in several other languages such as Russian, Chinese, Spanish, Polish, German, Italian, etc.. Co-editions with other intergovernmental organisations and with commercial publishers are also in our list. OECD Publishing releases titles under the following imprints**1: 1 OECD 2 IEA (International Energy Agency) 3 NEA (Nuclear Energy Agency) 4 ECMT (European Conference of Ministers of Transport)**1 5 OECD Development Centre 6 CERI (Centre for Educational Research and Innovation) 7 Sahel and West Africa Club 8 FATF (Financial Action Task Force) 9 South-East Europe Compact **1: All publications, save for those of the ECMT, are published under the OECD Publishing ISBN identifier. 3.1 SOURCEOECD SourceOECD is the name for OECD's online library. A subscription-based service, it also offers a print + online option. Unlike many publishers, OECD's online library offers all publication types (books, journals, loose-leaf reference works and interactive statistical databases) through a single portal. Books are offered in a choice of: 1 twenty (20) thematic collections; 2 the twenty three (23) journals are offered in a standard e-journalform; 3 the six loose-leaf publications are each an online reference work; and 4 the databases are gathered into a choice of thirty two (32) thematic sets. Each of the eighty one (81) online-only services (and their French language equivalents) is sold under an ISSN, and, if relevant, a print + online ISSN as well. Subscribers can pick and choose from any of these eighty one (81) different services. However, OECD also offers money-saving packages: 1 SourceOECD/Books, 2 SourceOECD/Periodicals, 3 SourceOECD/Statistics 4 and IEA Statistics, and 5 all possible combinations. ECMT titles use a different ISBN identifier**2 Other features of SourceOECD services are: a Subscriptions run on an any-time start basis (1st month) for twelve (12) months, and we offer a three (3) months grace period. b Access is granted to all available backlist/back issues (January 1st 1998) to all subscribers. c Ex-subscribers maintain access to their subscribed-to content. d Access is also offered via the main aggregation channels (Ingenta, Swets Wise, Ebsco Online et al) e Access is controlled by IP address/range, or, if preferred, access using username/password can be arranged. f SourceOECD is COUNTER compatible. SourceOECD is the OECD's fastest growing product line. An estimated forty nine per cent (49%) of total turnover in 2004 is related to SourceOECD subscriptions. Half of them are online-only subscriptions (twenty one per cent (21%) of total turnover). It is expected that within the next two years the share of online-only turnover will increase to a third of the total business. Individual Packages include A SourceOECD/Books, B SourceOECD/Periodicals, C SourceOECD/Statistics, D IEA Statistics, plus E any combination of these packages A SourceOECD/Books a Agriculture and Food b Development c Education and Skills d Emerging and Transition Economies e Employment f Energy g Environment and Sustainable Development h Finance and Investment/ Insurance and Pensions i General Economics and Future Studies j Governance k Industry, Services and Trade l National Accounts and Historical Statistics m Nuclear Energy n Science and Information Technology o Social Issues/Migration/Health p Statistics: Sources and Methods q Taxation r Transport s Urban, Rural and Regional Development B SourceOECD/Periodicals Each OECD periodical (see list under 3.2 below) includes online access with the print subscription at no extra charge. The purchase of an individual printed issue does not include online access. C SourceOECD/Statistics and IEA Statistics OECD and IEA statistics data is presented in Beyond 20/20 software; designed to display statistical data, this tool allows customers to build and extract tables to suit their needs, draw graphs and charts, and export data in Excel, and .csv formats. No browser plug-ins or special licenses are required. The SourceOECD and IEA statistical databases are online-only subscriptions. 3.2 PERIODICALS The OECD publishes twenty three (23) print subscriptions, nine (9) of them with purely statistical content and five (5) database subscriptions (statistics) on CD-ROM. The frequencies of the periodicals vary between eighteen (18) issues per year (OECD Economic Surveys) through twelve (12) issues per year (Main Economic Indicators) to one (1) issue per year (Economic Policy Reform). The frequency of the OECD Economic Surveys is not always consistent. It might happen that for example issue ten (10) will be published before issues seven (7) and eight (8). It usually publishes one or two additional supplements annually. A further special case is the ITCS (International Trade by Commodities) periodical. Due to nature of collecting statistical trade figures from member countries it might occur that 2004 issues will be published in 2005 or even in 2006. A Periodicals (Journals) a Economic Policy Reform (1 issue) b Financial Market Trends (2 issues) c Higher Education Management and Policy (3 issues) d Journal of Business Cycle Measurement and Analysis (3 issues) e NEA News (2 issues) f Nuclear Law Bulletin (2 issues) g OECD Economic Outlook (2 issues also sold as monographs) h OECD Economic Studies (2 issues) i OECD Economic Surveys (18 issues also sold as monographs) j OECD Journal of Competition Law and Policy (3 issues) k OECD Journal on Budgeting (4 issues) l OECD Papers (12 issues) m PEB Exchange (2 issues) n The DAC Journal (4 issues - first issue also sold as monograph) o The OECD Observer (6 issues) B Statistical Periodicals (Print) a Creditor Reporting System on Aid Activities (6 issues also sold as monographs) b Energy Prices and Taxes (4 issues) c International Trade by Commodities (three different versions) d Main Economic Indicators (12 issues) e Main Science and Technology Indicators (2 issues) f Monthly Statistics of International Trade (12 issues) g Oil, Gas, Coal and Electricity Quarterly Statistics (4 issues) h Quarterly Labour Force Statistics (4 issues) i Quarterly National Accounts (4 issues) C Databases (CD-ROM) a Main Economic Indicators (12 issues) b Monthly Statistics of International Trade (12 issues) c ITCS International Trade by Commodities Statistics (three different versions) d OECD Science and Technology Indicators (2 issues) e Energy Prices and Taxes 3.3 STANDING ORDERS 3.3.1 Blanket Standing Order (BSO) This consists of all OECD's printed material (books and periodicals). The equivalent online subscription offer is SourceOECD/Books & Periodicals (print+online). 3.3.2 General Standing Order (GSO) This standing order includes all OECD books only. The equivalent online subscription offer is SourceOECD Books (print+online) which includes all OECD books online. 3.3.3 Thematic Standing Order (TSO) Each printed book title belongs to one or more subject category 'themes'. A customer can have a standing order to all printed books within a given theme. Below is a list of all OECD TSO's that are available in English and/or French: a Agriculture and Food b Development c Education and Skills d Emerging and Transition Economies e Employment f Energy g Environment and Sustainable Development h Finance and Investment/ Insurance and Pensions i General Economics and Future Studies j Governance k Industry, Services and Trade l National Accounts and Historical Statistics m Nuclear Energy n Science and Information Technology o Social Issues/Migration/Health p Statistics: Sources and Methods q Taxation r Transport s Urban, Rural and Regional Development Note: These TSOs match the SourceOECD Books themes. If a client subscribes to the online + print service, he receives the relevant online SourceOECD Book theme and the matching TSO print service. 3.4 REGULARS Regulars are book or CD-Rom titles (ISBN titles only) published annually or bi-annually. The print/CD-Rom editions are sold on a standing order basis and no online access is offered. Upon publication of a new edition, a proforma invoice is sent to any client who has previously bought the title. In some cases, clients are sent the new print/CD-Rom together with an invoice. 3.5 SERIES Some books are part of a series (e.g. Environmental Performance Reviews). Clients can order printed editions on a standing order basis. The only way to get these books online is to subscribe to a relevant SourceOECD book theme 3.6 LOOSE LEAFS There are six (6) OECD loose leaf publications, also known as "binders". A customer who purchases a binder receives the binder as it is today, with all available updates included: a Transfer Pricing Guidelines for Multinational Enterprises and Tax Administrations. b Model Tax Convention on Income and on Capital. c Nuclear Legislation Analytical Study. d OECD Guidelines for the Testing of Chemicals. e Export Credit Financing Systems in OECD Member and non-Member Countries. f Implementing the OECD Anti Bribery Convention. 3.7 OECD NUMBERING SYSTEM Although OECD publications have ISBN or ISSN, the OECD code is the most important code for various internal uses. OECD products are classified by an internal code to identify and differentiate each product. The OECD code appears on the back cover of an OECD publication. The OECD code tells which is the author directorate, what year the product has been published and about the language and medium edition. OECD uses this number extensively for market analysis and revenue allocation. All physical products are barcoded. Example for a BOOK: 042001021P1 04 Position 1-2 Directorate 2001 Position 3-6 Year 02 Position 7-8 Counter - i.e. the second book from directorate in 2001 01 Position 9-10 Language P Position 11 Medium 1 Position 12 Version Example for a SUBSCRIPTION Product: SUB-16021W1 Same as above except position 1-2 is not always the directorate (e.g. SourceOECD themes begin with 16 as they cover publications from numerous directorates. Also position 3-6 (year) is not mentioned. ARTICLE 4 OECD CREDIT POLICY FOR SALES OF PUBLICATIONS a No credit accounts will be opened in the name of private individuals. b Customers without credit accounts interested in purchasing a single publication should be directed towards the Online Bookshop (paying by credit card) or towards a local distributor. Single publication orders accompanied by a credit card reference may be accepted, otherwise a proforma may be sent. c A credit account may only be opened for a customer expected to maintain a level of purchases in excess of Euros 1000 (USD 1000, Yen 100000, MXP 8000) per quarter. d No trade account with a credit limit in excess of Euros 5000 may be opened without a credit check being performed; accounts will only be opened for customers who pass the credit check. e The opening of a new account must be documented and approved in writing by an OECD Centre or by the PAC/PO (Customer Services), and may not be carried out by the contractor alone. f Existing customers who do not maintain the level of business described in paragraph 3 above will have their credit accounts closed, either by the Centre concerned or by Paris/GC. g Orders stemming from customers without credit accounts will give rise to a proforma. h In addition, with the exception of the Online Bookshop, credit card payments for proforma and invoices may only be accepted when written confirmation of the payment instructions is received (letter, fax, e-mail). The communication of a credit card number by telephone is generally not acceptable, except in the USA where this is the normal practice. When a credit card number is noted by phone, a telephone number or e-mail address should be obtained in case further contact with the customer is required. i When more than one credit account exists today for the same customer, all accounts will be merged into one. Separate accounts may only be issued for separate legal entities. Exceptions to this rule may be granted by OECD Centres and PAC/PO, but the exception must be justified for business reasons (the simple request of the customer is not an adequate justification) and the justification must be documented on the customers file. j No new accounts may be opened with credit periods of more than ninety (90) days. All accounts of a hundred eighty (180) and a hundred twenty (120) days must be reviewed and gradually reduced to ninety (90) days. The ninety (90) days credit period may only be given to major distributors. k A credit limit is set for each account. l A guideline for setting the amount of the limit is to take the average monthly expected sales, and multiply this by one more month than the number of months of credit given to the customer. Thus a customer with an average sales figure of two thousands euros (2,000 .) per month and ninety (90) days of credit will have a credit limit of eight thousands euros (8,000.) In this way, any payment problems will be flagged before the Organisation is put at significant financial risk. It is always possible to over-ride credit limits and release orders when appropriate. A mechanism is in place for this. Centres and PAC/PO will maintain a regular review of the accounts for which they are responsible in order to detect and eliminate duplicates and other anomalies. PAC/PO will maintain an overview of all accounts; Centres included, and will ensure the above procedures are respected in all locations. ARTICLE 5 GENERAL DISCOUNTS Customer Profiles Order Types (Transaction Types) 1 Ad Hoc Orders (Monographs) and Continuation Orders for Monographs 2 Subscription orders 3 Blanket, General, Thematic standing or Continuation orders 4 Subscriptions to SourceOECD packages Direct Orders/New Customers 1 2 3 4a 4b new orders renewals Government 10% 15% 15% 15% 15% International Organisation 10% 15% 15% 15% 15% Consortia 0% 0% 0% by negotiation Others 0% 0% 0% 0% 0% Discounts for book single title bulk orders to direct or trade customers on a no returns basis. 11 - 49 20% 50 - 99 25% above 100 30%

Revised: S: 20:52 Sat 2004/11/06 Syd 2089
F: 20:34 Sat 2004/11/06 Syd 2089
Who: sgg
Authorised: sgg
Created: 09:45 Tue 13/06/2000 Syd 2065
By: kmb
Revision: 3a4h1.002
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