Unified Enterprise Survey - Annual

Reporting Guide

This guide is designed to assist you as you complete the 2012 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

Help Line: 1-800-972-9692

Table of contents

B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
F - Industry characteristics
G - Personnel
H - Sales by type of client
I - Sales by client location
J - International transactions
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

1. Please describe the nature of your business.

To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.

2. Please check the one main activity which most accurately represents your main source of revenue.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2012 and March 31, 2013. Please indicate the reporting period covered by this questionnaire.

D - Revenue

A detailed breakdown may be requested in other sections.

1. Sales of goods and services ( e.g. , rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.

Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business’s ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.

Include:

• sales from Canadian locations (domestic and export sales);
• transfers to other business units or a head office of your firm.

Exclude:

• transfers into inventory and consignment sales;
• federal, provincial and territorial sales taxes and excise duties and taxes;
• intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

• non-repayable grants, contributions and subsidies from all levels of government;
• revenue from private sector (corporate and individual) sponsorships, donations and fundraising.

3. Royalties, rights, licensing and franchise fees

A royalty is defined as a payment received by the holder of a copyright, trademark or patent.

Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.

4. Investment income (dividends and interest)

Investment income is defined as the portion of a company’s income derived from its investments, including dividends and interest on stocks and bonds.

Include interest from:

• foreign sources;
• bonds and debentures;
• mortgage loans;
• G.I.C. interest;
• loan interest;
• securities interest and deposits with bank interest.

Exclude:

• equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

• amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

1. Salaries and wages of employees who have been issued a T4 statement

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.

Include:

• vacation pay;
• bonuses (including profit sharing);
• employee commissions;
• taxable allowances ( e.g. , room and board, vehicle allowances, gifts such as airline tickets for holidays);
• severance pay.

Exclude:

• all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

• health plans;
• insurance plans;
• employment insurance;
• pension plans;
• workers’ compensation;
• contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
• contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

• commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

• legal;
• accounting and auditing;
• consulting;
• education and training;
• architect;
• appraisal;
• management and administration.

5. Subcontract expenses (include contract labour, contract work and custom work)

Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.

Include:

• hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

• parent company reimbursement expenses and interdivisional expenses.

7. Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)

Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.

Include:

• goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
• materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

• direct and indirect labour costs (salaries, wages, benefits, and commissions);
• overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

• office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
• diskettes and computer upgrade expenses;
• data processing.

Exclude:

• postage and courier;
• telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

• lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
• motor vehicle rental and leasing expenses;
• rental and leasing of computer and peripheral expenses;
• studio lighting and scaffolding, and other machinery and equipment expenses;
• fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance ( e.g. , property, equipment, vehicles)

Include expenses for the repair and maintenance of:

• buildings and structures;
• vehicles (including vehicle fuel);
• machinery and equipment;
• security equipment;
• costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

• professional and other liability insurance;
• motor vehicle and property insurance;
• executive life insurance;
• bonding, business interruption insurance and fire insurance.

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

• newspaper advertising and media expenses;
• catalogues, presentations and displays;
• meeting and convention expenses;
• tickets for theatre, concerts and sporting events for business promotion;
• fundraising expenses.

13. Travel, meals and entertainment

Include:

• passenger transportation, accommodation and meals while travelling;
• other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

• diesel, fuel wood, natural gas, oil and propane;
• sewage.

Exclude:

• energy expenses covered in your rental and leasing contracts;
• vehicle fuel.

15. Property and business taxes, licences and permits

Include:

• property taxes paid directly and property transfer taxes;
• vehicle licence fees;
• beverage taxes and business taxes;
• trade licence fees;
• membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

• amounts paid to holders of patents, copyrights, performing rights and trademarks;
• gross overriding royalty expenses and direct royalty costs;
• resident and non-resident royalty expenses;
• franchise fees.

17. Delivery, warehousing, postage and courier

Include:

• amounts paid for courier, custom fees, delivery and installation;
• distribution, ferry charges and cartage;
• freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

• explicit service charges for financial services;
• credit and debit card commissions and charges;
• collection expenses and transfer fees;
• registrar and transfer agent fees;
• security and exchange commission fees;
• other financial service fees.

Exclude:

• interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

• short-term and long-term debt;
• capital leases;
• bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

• direct cost depreciation of tangible assets and amortization of leasehold improvements;
• amortization of intangible assets ( e.g. , amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

• allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

• amounts not included in questions 1 to 21;
• charitable and political expenses;
• research and development expenses;
• recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

• federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

• realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
• foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
  income/losses;
• joint venture income/losses and partnership income/losses;
• unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
• write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

G - Personnel

To fully measure the contribution of all human capital in this industry, we require information on the number of partners and proprietors as well as the number and classification of workers.

1. Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

2. Paid employees

a) Average number of paid employees during the reporting period

To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).

Exclude:

• partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

Percentage of sales sold to the business sector should be reported here.

Include:

• sales to Crown corporations.

b) Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

c) Governments, not-for-profit organizations and public institutions ( e.g. , hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.

Include:

• sales to hospitals, schools, universities and public utilities.

2. Clients outside Canada

Please report the share of total sales to customers or clients located outside Canada including foreign businesses, foreign individuals, foreign institutions and/or governments.

Include:

• sales to foreign subsidiaries and affiliates.

I - Sales by client location

Please provide a percentage breakdown of your total sales by client location (first point of sale).

Please ensure that the sum of percentages reported in this section equals 100%.

The percentage in question 14 must equal question 2 in section H.

J - International transactions

This section is intended to measure the value of international transactions on goods, services, and royalties and licences fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

K - Provincial/territorial distribution

This section is intended to collect information on the locations operated by your business during the reporting period.

Please report the number of business units or locations operating in Canada during the reporting period. Business unit is defined as the lowest level of the firm for which accounting records are maintained for such details as revenue, expenses and employment.

Please report data for the provinces or territories in which you have business units and indicate if you are reporting in Canadian dollars or percentages.

General information

Survey purpose

Statistics Canada conducts this survey to obtain detailed and accurate data on this industry, which is recognised as being an important contributor to the Canadian economy. Your responses are critically important to produce reliable statistics used by businesses, non-profit organizations and all levels of government to make informed decisions in many areas.

The information from this survey can be used by your business to benchmark your performance against an industry standard, to plan marketing strategies or to prepare business plans for investors. Governments use the data to develop national and regional economic policies and to develop programs to promote domestic and international competitiveness. The data are also used by trade associations, business analysts and investors to study the economic performance and characteristics of your industry.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.

The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Record linkages

To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.

Please visit our website at www.statcan.gc.ca/survey-enquete/index-eng.htm  or call us at 1-800-972-9692 for more information about these data-sharing agreements.

Thank you!

Unified Enterprise Survey

Reporting Guide

This guide is designed to assist you as you complete the 2012 Annual Survey of Aquaculture Industry. If you need more information, please call the Statistics Canada Help Line at the number below.

Help Line: 1-800-972-9692

Table of contents

General information
Data-sharing agreements
Additional information
Guidelines
A - Introduction
Coverage
Reporting period information
Main business activity
B - Revenue
C - Expenses
D - Inventories
E - Employment
F - Distribution of operating revenue by customer location
G - Events that may have affected your business unit
H - Comments
I - Contact information

General information

What is the Annual Survey of Aquaculture Industry and why is it important?

The Annual Survey of Aquaculture Industry is conducted by Statistics Canada to obtain important information on the aquaculture sector of the Canadian economy. For this survey, aquaculture establishments in Canada are required to provide information on different aspects of their operations such as sales, costs/expenses, salaries and wages. Results from the Annual Survey of Aquaculture help Statistics Canada in compiling key data on the Canadian economy, such as the Gross Domestic Product (GDP). The total value of sales is used along with inventories to calculate production statistics. Total sales of individual products, and external trade data, are used to estimate the size of the Canadian market for particular goods.

The data are also published and are used by the business community, trade associations, municipal, provincial/territorial, and federal governments, international organizations and private citizens.

Businesses and governments depend on official statistics to make vital economic decisions. For example:

• the Bank of Canada relies on the GDP to make decisions that influence interest and exchange rates, which, in turn, affect the cost of doing business.
• businesses and associations use the survey results to:

- track their performance against industry averages;

- evaluate expansion plans;

- prepare business plans for investors;

- adjust inflation-indexed contracts;

- plan marketing strategies.

Why were you chosen to receive the Annual Survey of Aquaculture Industry?

For most surveys, businesses are selected through random sampling to represent other businesses of the same type in their regions, with similar revenue or number of employees. Some businesses must be included every year as they contribute substantially to their particular industry or region. Smaller businesses must also be sampled if an industry only includes a limited number of businesses in a province or territory, to provide an accurate picture of the industry.

Whenever possible, Statistics Canada does use administrative data already filed with government, such as income tax returns or customs records. However, these sources do not contain all the information required to produce a complete industry profile. This is especially true for large businesses operating in a number of different industries, and in more than one province/territory. Tax records usually provide data for the legal entity but not for the different business units (establishments) that operate in different industries and/or provinces/territories. We need data from these specific business units to produce statistics by industry and by province/territory.

Note: Although Statistics Canada can obtain records from the Canada Revenue Agency (CRA) to create statistics, CRA cannot access any individual survey records from Statistics Canada.

To protect the confidentiality of data provided by respondents, only data in aggregate form are available for use.

Your assistance in completing the enclosed survey is vital to the production of timely and accurate aquaculture statistics. If you experience difficulties in completing this survey, please do not hesitate to call us at 1‑800‑972‑9692.

Is it a legal requirement to complete this survey?

Yes. The Annual Survey of Aquaculture Industry is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19, which stipulates that completion of questionnaires issued under the Act is mandatory. Please visit our website at www.statcan.gc.ca. to consult a copy of the Statistics Act.

Is the information provided kept confidential?

Yes, your answers are confidential. Statistics Canada is prohibited by law from releasing any information from this survey which would identify a person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Saskatchewan, Alberta, British Columbia, and the Yukon.

The shared data will be limited to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island and Nunavut and Fisheries and Oceans Canada.

For agreements with provincial and territorial government organizations, the shared data will be limited to business establishments located within the jurisdiction of the respective province or territory.

Record linkage

To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Additional information

In cases where information is reported on an amalgamated basis and relates to operations in more than one province or territory, Statistics Canada may allocate a portion of the reported information to these provincial or territorial operations. The allocated information will be shared in accordance with the Section 11 or 12 agreements of the Statistics Act, as described above.

In cases where there is a separate head office, Statistics Canada may adjust the reported revenues of that head office so that those revenues more fully reflect the value of the services the head office provides. In such cases, there will be a corresponding adjustment to the reported expenses of the units served. The adjusted information will be shared in accordance with the Section 11 or 12 agreements of the Statistics Act, as described above.

Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.

Please visit our website at www.statcan.gc.ca or contact Statistics Canada at 1‑800‑972‑9692 for more information about these data-sharing agreements.

Guidelines

General remarks

This guide is designed to help you complete the Annual Survey of Aquaculture Industry. It provides further clarification of each question by section and by line to enable complete and accurate responses. These eight sections comprise:

A - Introduction

B - Revenue

C - Expenses

D - Inventories

E - Employment

F - Distribution of operating revenue by customer location

G - Events that may have affected your business unit during the reporting period

H - Comments

The data requested can generally be obtained from:

• the accounting records and financial statements for your business unit;
• your employment and payroll records;
• other sources ( e.g. , production manager).

While filling out the questionnaire:

• print in ink;
• report all dollar amounts in Canadian dollars (CAN$);
• dollar amounts and percentages should be rounded to whole numbers;
• when precise figures are not available, provide your best estimate.

A - Introduction

Coverage

Please report the data for the business unit identified on the questionnaire. Include only those operations located in Canada.

The first page asks for the name of a contact, and the section I, for the person primarily responsible for completing this questionnaire. Sometimes these are not the same people. Please answer both questions accurately.

Reporting period information

Lines 1 through 3

The reporting period for the Annual Survey of Aquaculture is your business unit’s 12-month fiscal period ending between April 1, 2012 and March 31, 2013.

On line 2, temporarily inactive means labour actions (strikes/lockouts), or international trade actions (duties/quotas) that result in a temporary cease of operations with planned resumption in the short term.

Main business activity

Lines 4 and 5

Please check the one main activity, at this business unit, which most accurately describes the primary source of revenue.

In order to help you choose the category that best describes the activity of your business, here is a short description of each category:

4. Finfish and shellfish farming (aquaculture):

Production of finfish (hatchery or grow-out)

This category is comprised of establishments primarily engaged in farm-raising finfish. These establishments use some form of intervention in the rearing process to enhance production, such as keeping animals in captivity, regular stocking and feeding of animals, and protecting them from predators.

Finfish production is reported as gutted head-on and the value is based on a farm-gate price.

Exclude establishments primarily engaged in catching or taking fish and other aquatic animals from their natural habitat.

Production of shellfish (seed or grow-out)

This category is comprised of establishments primarily engaged in farm-raising shellfish. These establishments use some form of intervention in the rearing process to enhance production, such as keeping animals in captivity, regular stocking and feeding of animals, and protecting them from predators.

Shellfish is reported as whole, with a farm-gate value.

Exclude establishments primarily engaged in catching or taking fish and other aquatic animals from their natural habitat.

5. None of the above

If you have selected this box, please provide a description of the nature of your business so that we may properly classify your business unit according to the primary source of revenue and call us at 1-800‑972‑9692 to obtain further instructions.

B - Revenue

Revenue should be reported net of excise and provincial or territorial sales taxes, HST/GST, trade discounts, returns and allowances, and charges for outward transportation by common or contract carriers. Sales denominated in foreign currency should be converted into Canadian dollars at the exchange rate on the day of transaction. Dollar amounts and percentages should be rounded to whole numbers. When precise figures are not available, please provide your best estimate.

Lines 6 through 11: Finfish

Revenues reported on these lines relate to the sale of finfish and fish eggs for grow-out.

Lines 12 through 15: Molluscs

Revenues reported on these lines relate to the sale of shellfish. Any shellfish not specified on these lines should be reported on line 17, Sales of all other goods and services produced, and list the items.

Line 16: Aquaculture services

Line 17: Sales of all other goods and services produced

Include:

• roe;
• crustaceans;
• seed or larvae for grow-out;
• other shellfish not specified on lines 12 to 15;
• aquaculture by-products.

Line 18: Sales of goods purchased for resale

Report sales of goods that have not been processed or altered in your business unit and that have been purchased and resold in the same condition.

Line 19: Revenue from rental and leasing

Rental and leasing revenue from assets owned by your business unit should be reported here. This revenue should be reported before deduction of expenses such as property taxes and repairs and maintenance but net of the goods and services tax (GST). Rent revenue should not be netted against rental expenses.

Include:

• revenue received from renting out or leasing property owned by this business unit;
• office space or other real estate, goods and/or machinery, and equipment.

Exclude:

• any residential rent or leasing.

Other operating revenue

Line 20: Consulting revenue

Line 21: Operating subsidies

Please report contributions that are allocated to the current operations of the reporting period. This includes non-repayable grants, contributions and subsidies from all levels of government.

Line 22: All other operating revenue

Operating revenue related to current operations not reported elsewhere. List major items.

Include:

• franchise fees;
• repairs and maintenance;
• commission revenue.

Exclude:

• interest and dividend income. Please report this revenue on line 24, Non-operating revenue.

Line 23: Total operating revenue

The sum of lines 6 to 22.

Line 24: Non-operating revenue

Include dividend and interest income.

Line 25: Total revenue

The sum of lines 23 and 24.

C - Expenses

Include all expenses within or outside of Canada recorded by this business unit. Exclude GST/HST and TVQ.

Labour remuneration

Line 26: Salaries and wages paid to employees for whom you issued a T4 – Statement of Remuneration Paid

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.

Include:

• vacation pay;
• bonuses (including profit sharing);
• employment commissions;
• taxable allowances ( e.g. , room and board, vehicle allowances, gifts such as airline tickets for holidays);
• any other allowance forming part of the employees’ earnings;
• severance pay;
• overtime payments.

Exclude:

• all payments and expenses associated with outside contract workers. Please report these payments on the appropriate line of the “Purchased service expenses” sub-section, in Section C. Otherwise, report these payments on line 50, All other operating expenses.
• payments to an employment agency or personnel supplier ( e.g. pay for temporary workers paid through an agency and/or charges for personnel search services). Please report these payments on line 41, Professional and business service fees.
• payments to casual labour without a T4 Supplementary Form. Please report these payments on line 50, All other operating expenses.

Line 27: Employer portion of employee benefits paid for all employees for whom you issued a T4 – Statement of Remuneration Paid

Report expenses related to the employer portion of employee benefits.

Include:

• payments for employee life and extended health care insurance plans ( e.g. , medical, dental, drug and vision care plans);
• employer portion of Canada Pension Plan / Québec Pension Plan (CPP/QPP) contributions;
• employer pension contributions;
• contributions to provincial and territorial health and education payroll taxes;
• workers’ compensation (provincial or territorial plan applicable to your business unit);
• employer portion of employment insurance premiums (EI);
• retiring allowances or lump sum payments to employees at time of termination or retirement;
• all other employee benefits such as childcare and supplementary unemployment benefit (SUB) plans.

Exclude:

• employee portions of employee benefits ( i.e. , deductions from pay).

Line 28: Total labour remuneration

The sum of lines 26 and 27.

Materials, components and supply expenses

Exclude capital expenditures.

Line 29: Feed

Line 30: Therapeutants

Include pesticides, drugs, vaccinations.

Line 31: Purchases of fish eggs, live fish, mollusc seed, spat and li ve larvae: for grow- out

Line 32: Purchases of fish eggs, live fish, mollusc seed, spat and live larvae: for processing

Line 33: Purchases of goods for resale

Report the cost of goods purchased for resale in the same condition as purchased.

Purchased energy and water expenses

Line 34: Cost of energy

Report the cost/expense of purchased energy and water (utility) attributed to operations in the current reporting period.

Include:

• electricity;
• gasoline;
• fuel oil;
• diesel fuel;
• propane;
• natural gas;
• water.

Exclude:

• energy and water expenses that are covered in your rental and leasing expenses. Please report these payments at line 38, Rental and leasing expenses.

Management fees or other service fees paid to head office

Line 35: Management fees or any other service fees (for example legal fees, advertising fees, insurance) paid to head office and other business support units

Business support units include warehouses, sales centres, trucking facilities.

Purchased service expenses

Purchased service expenses are services purchased from external businesses (e.g., third parties). Exclude purchased services that have been reported at line 35, Management fees or any other service fees paid to head office.

Line 36: Transportation, shipping (contracted out), warehousing, storage, postage and courier

Report transportation and storage costs/expenses if they can be reported separately from purchases.

Include:

• freight transport services by air, sea, or land (including rental with operator);
• postage and courier expenses (including local messenger and delivery);
• storage or warehousing services;
• moving services.

Exclude:

• shipping using own vehicles.

Line 37: Processing services

Processing services are the costs incurred when another company provides services related to gutting, cleaning, slitting, or shelling.

Line 38: Rental and leasing expenses

Include:

• rental of real property (land, buildings, office space);
• rental of motor vehicles;
• rental of computers, machinery and equipment;
• all associated energy, fuel and water expenses.

Line 39: Purchased repair and maintenance service expenses for buildings and structures, including janitorial and cleaning services

This item covers repair and maintenance costs related to the replacement of parts or other restoration of buildings and structures to keep your properties in efficient working condition.

Include:

• waste removal services, hazardous and non-hazardous;
• purchased materials, parts and labour;
• sweeping and snow removal services.

Exclude:

• property management fees. Please report these payments on line 41, Professional and business service fees.

Line 40: Purchased repair and maintenance service expenses for machinery and equipment and other goods

This question covers repair and maintenance costs related to the replacement of parts or other restoration of machinery, equipment, and other goods to keep your properties in efficient working condition. Include materials, parts and labour.

Line 41: Professional and business service fees

Please report only the total cost of purchased professional or business service fees here. Exclude the costs of in-house activities undertaken by your own staff.

Include:

• property management fees;
• legal fees;
• advertising fees;
• information technology (IT) consulting and service fees;
• accounting and auditing fees;
• architectural fees;
• engineering fees;
• scientific and technical service fees;
• other consulting fees (management, technical and scientific);
• fees for human health services;
• education and training fees;
• payroll preparation fees;
• payments to an employment agency or a personnel supplier ( e.g. pay for temporary workers paid through an agency and/or charges for personnel search services);
• all other professional and business service fees.

Exclude:

• costs of in-house activities undertaken by your own staff;
• service fees paid to head office and other business support units not included in this questionnaire. Please report these payments on line 35, Management fees or other service fees paid to head office and other business support units.

Line 42: Veterinary fees

Line 43: Insurance premiums (government and private)

Include:

• livestock insurance premiums;
• asset insurance premiums, including property and motor vehicle;
• general liability insurance premiums;
• all other insurance premiums not elsewhere specified.

Exclude:

• premiums paid directly to your head office. Please report these payments on line 35, Management fees or other service fees paid to head office and other business support units;
• payments on behalf of employees which are considered to be taxable benefits that were reported on line 27, Employer portion of employee benefits.

Line 44: Travel, meals and entertainment expenses

Travel

Include:

• passenger transportation, accommodation, meals while travelling and other travel allowances;
• hotel and motel lodging services;
• railway, road, water or air transport services of passengers;
• rental services of passenger cars, buses and coaches with operator;
• taxi services;
• travel agency services.

Meals and entertainment expenses

Include:

• purchases for clients;
• meal serving services;
• beverage serving services for consumption on the premises;
• motion picture and video tape projection services.

Line 45: Property and business taxes, licences and permits expenses

This item covers the cost of various licences and permits, and some indirect taxes (taxes levied on your business unit that are not corporate income taxes, sales or excise taxes, or insurance premium taxes).

Include:

• property taxes – except those which are covered in your rental and leasing expenses;
• property/land transfer tax;
• business and other fees (does not include business service fees);
• vehicle licence fees;
• other licences for which no goods or services are received from municipal, provincial, territorial and federal governments;
• capital taxes;
• lot levies;
• building permits and development charges;
• other property/business licences or permits not specified above.

Exclude:

• lease fees or permits paid to governments ( i.e. access to shoreline or areas off-shore). Please report these payments on line 46, Lease fees or permits paid to governments.

Line 46: Lease fees or permits paid to governments ( i.e. access to shoreline or areas off-shore)

Other operating expenses

Line 47: Amortization and depreciation

Report the amortization/depreciation related only to the current reporting period.

Include:

• amortization of tangible and intangible assets;
• amortization of rental equipment;

  a) for operating leases (by lessor)

  b) for capital leases (by lessee)

• amortization of current and deferred costs attributable to the current period;
• amortization of deferred gains and losses on investments.

Line 48: Office and all other operating supplies and materials used in this business

Please report all office supplies and other operating supplies purchased and used by your business unit.

Line 49: Bad debts, donations and inventory adjustments

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans. Bad debt recoveries are to be netted from bad debt expenses.

Include:

• charitable or political donations;
• allowance for bad debts.

Line 50: All other operating expenses

List major items.

Include:

• payments and expenses associated with outside contract workers not elsewhere reported;
• payments to casual labour without a T4 Supplementary Form;
• other operating expenses not specified above.

Exclude:

• interest expenses. Please report these amounts on line 52, Interest expenses.

Expense totals

Line 51: Total operating expenses

The sum of lines 28 to 50.

Line 52: Interest expenses

Interest expenses should be reported as net of interest capitalized. Interest expenses should not be netted against interest revenue.

Include:

• interest expenses related to all borrowing (loans and the interest portion of mortgage payments), including finance charges;
• interest payments on capital leases;
• any amortization of bond discounts.

Exclude:

• dividends paid to term and retractable preferred shares;
• debt issue expenses, including their amortization.

Line 53: Total expenses

The sum of lines 51 and 52.

D - Inventories

Inventories are to be reported at book value ( i.e. , the value maintained in the accounting records). Please include inventory owned by this business unit within or outside Canada (including inventory held at any warehouse, selling outlet, in transit, or on consignment). Please exclude inventory held on consignment for others.

Line 54: Raw materials

For example: feed.

Line 55: Goods in process

For example: in pools, pens, on beaches and on grow-out sites.

Line 56: Finished products

For example: finfish, molluscs, and crustacea ready for market.

Line 57: Goods purchased for resale (in the same condition as purchased)

Line 58: Total inventories

The sum of lines 54 to 57.

E - Employment

Line 59: Please report average number of people employed during the reporting period.

Include full-time, part-time and temporary employees and employees absent with pay.

Exclude contract workers who are not part of your payroll.

F - Distribution of operating revenue by customer location

Please indicate the percentage of total operating revenue (reported at line 23) by the location of the customer to whom the goods or services were delivered. Please ensure that the sum of percentages reported in this section equals 100%.

Customers in Canada

Line 60: Newfoundland and Labrador

Line 61: Prince Edward Island

Line 62: Nova Scotia

Line 63: New Brunswick

Line 64: Quebec

Line 65: Ontario

Line 66: Manitoba

Line 67: Saskatchewan

Line 68: Alberta

Line 69: British Columbia

Line 70: Yukon

Line 71: Northwest Territories

Line 72: Nunavut

Customers outside Canada (exports)

Line 73: United States

Line 74: Mexico

Line 75: Asia and Oceania

Line 76: All other countries

G - Events that may have affected your business unit

Line 77: Compared to last fiscal year, list any events that may have significantly affected the reported values for this business unit during this reporting period. Please specify.

Include:

• merger and acquisitions, please list business units involved;
• increase in business;
• price changes, goods and/or services sold (output);
• adverse weather or natural disaster;
• decrease in business;
• changes in industry regulation;
• foreign exchange;
• temporary shutdown;
• permanent shutdown;
• change in product line;
• strike;
• restocking issues;
• outbreak of disease;
• price changes, labour and/or raw materials (input).

H - Comments

We welcome any comments. Please be assured that we review all comments with the intent of improving the survey.

I - Contact information

If the name of the person completing the questionnaire is not the same as the one indicated in the pre-printed area (on page 1), please provide the information requested at Section J of the questionnaire. Should there be questions about the information provided, Statistics Canada will then be able to contact the appropriate person.

Thank you for your co-operation.

All data provided are kept confidential.

Unified Enterprise Survey - Annual

Reporting Guide

This guide is designed to assist you as you complete the 2012 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Help Line: 1-800-972-9692

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

Table of contents

B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
F - Industry characteristics
G - Personnel
H - Sales by type of client
I - Sales by client location
J - International transactions
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2012 and March 31, 2013. Please indicate the reporting period covered by this questionnaire.

D - Revenue

A detailed breakdown may be requested in other sections.

1. Sales of goods and services ( e.g. , rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.

Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business’s ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.

Include:

• sales from Canadian locations (domestic and export sales);
• transfers to other business units or a head office of your firm.

Exclude:

• transfers into inventory and consignment sales;
• federal, provincial and territorial sales taxes and excise duties and taxes;
• intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

• non-repayable grants, contributions and subsidies from all levels of government;
• revenue from private sector (corporate and individual) sponsorships, donations and fundraising.

3. Royalties, rights, licensing and franchise fees

A royalty is defined as a payment received by the holder of a copyright, trademark or patent.

Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.

4. Investment income (dividends and interest)

Investment income is defined as the portion of a company’s income derived from its investments, including dividends and interest on stocks and bonds.

Include interest from:

• foreign sources;
• bonds and debentures;
• mortgage loans;
• G.I.C. interest;
• loan interest;
• securities interest and deposits with bank interest.

Exclude:

• equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

• amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

1. Salaries and wages of employees who have been issued a T4 statement

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.

Include:

• vacation pay;
• bonuses (including profit sharing);
• employee commissions;
• taxable allowances ( e.g. , room and board, vehicle allowances, gifts such as airline tickets for holidays);
• severance pay.

Exclude:

• all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

• health plans;
• insurance plans;
• employment insurance;
• pension plans;
• workers’ compensation;
• contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
• contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

• commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

• legal;
• accounting and auditing;
• consulting;
• education and training;
• architect;
• appraisal;
• management and administration.

5. Subcontract expenses (include contract labour, contract work and custom work)

Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.

Include:

• hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

• parent company reimbursement expenses and interdivisional expenses.

7. Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)

Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.

Include:

• goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
• materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

• direct and indirect labour costs (salaries, wages, benefits, and commissions);
• overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

• office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
• diskettes and computer upgrade expenses;
• data processing.

Exclude:

• postage and courier;
• telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc. )

Include:

• lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
• motor vehicle rental and leasing expenses;
• rental and leasing of computer and peripheral expenses;
• studio lighting and scaffolding, and other machinery and equipment expenses;
• fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance ( e.g. , property, equipment, vehicles)

Include expenses for the repair and maintenance of:

• buildings and structures;
• vehicles (including vehicle fuel);
• machinery and equipment;
• security equipment;
• costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc. )

Include:

• professional and other liability insurance;
• motor vehicle and property insurance;
• executive life insurance;
• bonding, business interruption insurance and fire insurance.

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

• newspaper advertising and media expenses;
• catalogues, presentations and displays;
• meeting and convention expenses;
• tickets for theatre, concerts and sporting events for business promotion;
• fundraising expenses.

13. Travel, meals and entertainment

Include:

• passenger transportation, accommodation and meals while travelling;
• other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

• diesel, fuel wood, natural gas, oil and propane;
• sewage.

Exclude:

• energy expenses covered in your rental and leasing contracts;
• vehicle fuel.

15. Property and business taxes, licences and permits

Include:

• property taxes paid directly and property transfer taxes;
• vehicle licence fees;
• beverage taxes and business taxes;
• trade licence fees;
• membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

• amounts paid to holders of patents, copyrights, performing rights and trademarks;
• gross overriding royalty expenses and direct royalty costs;
• resident and non-resident royalty expenses;
• franchise fees.

17. Delivery, warehousing, postage and courier

Include:

• amounts paid for courier, custom fees, delivery and installation;
• distribution, ferry charges and cartage;
• freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

• explicit service charges for financial services;
• credit and debit card commissions and charges;
• collection expenses and transfer fees;
• registrar and transfer agent fees;
• security and exchange commission fees;
• other financial service fees.

Exclude:

• interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

• short-term and long-term debt;
• capital leases;
• bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

• direct cost depreciation of tangible assets and amortization of leasehold improvements;
• amortization of intangible assets ( e.g. , amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

• allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

• amounts not included in questions 1 to 21;
• charitable and political expenses;
• research and development expenses;
• recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

• federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

• realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
• foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
  income/losses;
• joint venture income/losses and partnership income/losses;
• unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
• write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

G - Personnel

To fully measure the contribution of all human capital in this industry, we require information on the number of partners and proprietors as well as the number and classification of workers.

1. Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

2. Paid employees

a) Average number of paid employees during the reporting period

To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).

Exclude:

• partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

Percentage of sales sold to the business sector should be reported here.

Include:

• sales to Crown corporations.

b) Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

c) Governments, not-for-profit organizations and public institutions ( e.g. , hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.

Include:

• sales to hospitals, schools, universities and public utilities.

2. Clients outside Canada

Please report the share of total sales to customers or clients located outside Canada including foreign businesses, foreign individuals, foreign institutions and/or governments.

Include:

• sales to foreign subsidiaries and affiliates.

I - Sales by client location

Please provide a percentage breakdown of your total sales by client location (first point of sale).

Please ensure that the sum of percentages reported in this section equals 100%.

The percentage in question 14 must equal question 2 in section H.

J - International transactions

This section is intended to measure the value of international transactions on goods, services, and royalties and licences fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

K - Provincial/territorial distribution

This section is intended to collect information on the locations operated by your business during the reporting period.

Please report the number of business units or locations operating in Canada during the reporting period. Business unit is defined as the lowest level of the firm for which accounting records are maintained for such details as revenue, expenses and employment.

Please report data for the provinces or territories in which you have business units and indicate if you are reporting in Canadian dollars or percentages.

General information

Survey purpose

Statistics Canada conducts this survey to obtain detailed and accurate data on this industry, which is recognised as being an important contributor to the Canadian economy. Your responses are critically important to produce reliable statistics used by businesses, non-profit organizations and all levels of government to make informed decisions in many areas.

The information from this survey can be used by your business to benchmark your performance against an industry standard, to plan marketing strategies or to prepare business plans for investors. Governments use the data to develop national and regional economic policies and to develop programs to promote domestic and international competitiveness. The data are also used by trade associations, business analysts and investors to study the economic performance and characteristics of your industry.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.

The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Record linkages

To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.

Please visit our website at www.statcan.gc.ca/survey-enquete/index-eng.htm or call us at 1-800-972-9692 for more information about these data-sharing agreements.

Thank you!

Multiple Creation (MU)
Dwelling Type (DW)
Contact (CN)
Interviewer Introduction (II)
Language of Preference (LP)
Initial Contact (IC)
Refusal Re-contact (REF)
Appointment Re-contact (ARC)
Confirm Listing Address (Personal) (LA)
Listing Address (LAD)
Mailing Address (MA)
Address (AD)
Confirm Telephone (TEL)
North American Telephone (NATP)
Roster Introduction (RS)
"Usual" Roster (USU)
"Temp" Roster (TEM)
"Other" Roster 1 (OTH1)
Sex (SEX)
Age Without Confirmation (ANC)
Date (DATE)
Mother Tongue (LAN)
Marital Status Without Confirmation (MSNC)
Household Composition (HC)
Education (ED)
Person Providing Information (PPI)
Main Activity (MN)
Diary (DI)
Activity Limitation (AL)
Dwelling Characteristics (DC)
Facilities Associated with the Dwelling (FD)
Tenure (TE)
Current Owner (CO)
Current Renters (CR)
Purchase and Sale of Principal Residences (PS)
Improvements and Repairs of Principal Residence (RR)
Owned Secondary Residences and Other Properties (OS)
Household Furnishings and Equipment (HF)
Communications Services (CS)
Child Care (CC)
Food (FO)
Clothing for women and girls 4 years and over (CF)
Clothing for men and boys 4 years and over (CM)
Clothing for children under 4 years of age (CI)
Gifts of Clothing (CG)
Health Care (HE)
Automobiles and Trucks (AT)
Transportation (TR)
Recreational Vehicles (RV)
Recreation and Education (RE)
Miscellaneous Expenses (ME)
Personal Income (IN)
Money Gifts and Contributions (MC)
Money Received (MR)
Diary Drop-off (DD)
Living Quarters (LQ)
Multiple Creation (MU)
Thank You (TY)
Thank You 1 (TY1)
Outcome Code (OC)
Action Code (AC)

Multiple Creation (MU)

MU_N01
Interviewer: Do you want to generate multiples?

• Yes (Multiple Interview)
• Yes (Multiple Dwellings)
• No

If MU_N01 = 2 (No), DK or RF (Go to END_BLOCK)

MU_N02
Interviewer: Enter number of multiples (between 1 and 9).

Dwelling Type (DW)

DW_N02 
Interviewer: Select the dwelling type.

• Single detached?
• Double?
• Row or Terrace?
• Duplex?
• Low-rise apartment (fewer than 5 stories) or flat?
• high-rise apartment (5 stories or more)?
• Institution?
• Hotel; rooming/lodging house; camp?
• Mobile home?
• Other – Specify

DW_C02B.. If DW_Q02 = 10 "Other – Specify"
Go to DW_S02
Otherwise, (Go to DW_END)

DW_S02 
Interviewer: Specify. DK, RF are not allowed.

Contact (CN)

CN_N01 Interviewer: Record method of interview.

• Telephone
• Personal
  DK, RF are not allowed.

CN_N02 Interviewer: Have you made contact?

• Yes
• No (Go to END_BLOCK)
  DK, RF are not allowed.

Interviewer Introduction (II)

II_R01 
Hello, I'm [calling] from Statistics Canada. My name is

Interviewer:  Introduce yourself using both your given and last names.

Language of Preference (LP)

?LP_Q01
Would you prefer that I speak in English or in French?

• English (Go to END_BLOCK)
• French (Go to END_BLOCK)
• Other Go to LP_N02
  DK,RF are not allowed.

?LP_N02
Interviewer: Select respondent’s preferred non-official language.
If necessary, ask: (What language would you prefer?)

• Chinese
• Italian
• Punjabi
• Spanish
• Portuguese
• Polish
• German
• Vietnamese
• Arabic
• Tagalog
• Greek
• Tamil
• Cree
• Afghan
• Cantonese
• Hindi
• Mandarin
• Persian (Farsi)
• Russian
• Ukrainian
• Urdu
• Inuktitut
• Hungarian
• Korean
• Serbo-Croatian
• Gujarati
• Dari

Other – Specify Go to LP_S02
DK, RF are not allowed.

LP_S02
Interviewer: Specify. DK, RF are not allowed.

Initial Contact (IC)

IC_R01
I'm calling regarding the Survey of Household Spending. This survey collects information on amounts spent on food, clothing, shelter, transportation, health care and other items in order to understand spending habits of households in Canada. Information is also collected about dwelling characteristics and household furnishings and equipment.

All information collected in this survey will be kept strictly confidential.

While participation is voluntary, your cooperation is important to ensure that the information collected in this survey is as accurate and as comprehensive as possible.
(Registration#: STC/HLD-45-60118)

DK, RF are not allowed.

Refusal Re-contact (REF)

REF_R01
One of our interviewers previously contacted your household regarding the Survey of Household Spending. This survey collects information on amounts spent on various items to understand spending habits of households in Canada.

DK, RF are not allowed.

REF_R02
Your participation is essential if the results are to be accurate. All information collected in this survey will be kept strictly confidential.

DK, RF are not allowed.

Appointment Re-contact (ARC)

ARC_R01
One of our interviewers previously contacted your household regarding The Survey of Household Spending. I would like to continue the interview where we left off. As you know, all information we collect in this survey will be kept strictly confidential.

DK, RF are not allowed.

Confirm Listing Address (LA)

LA_N01
Interviewer: Confirm the listing address.

Listing Address (LAD)

Number
Interviewer: Enter the civic number.

• If necessary, ask: What is the civic number?

Street Interviewer: Enter the street name.

• If necessary, ask: What is the street name?
  DK, RF and null are not allowed.

Apt
Interviewer: Enter the apartment number.

• If necessary, ask: What is the apartment number?
  DK, RF and null are not allowed.

City
Interviewer: Enter the city, town, village or municipality.

• If necessary, ask: What is the city, town, village or municipality?
  DK, RF and null are not allowed.

Postal Code
Interviewer: Enter the postal code.

• If necessary, ask: What is the postal code?
  If null, DK or RF, Go to PROV.

CONFPROV

Interviewer: Confirm that the [province / territory] is [province or territory based on postal code].

If necessary, ask: So the [province / territory] is [province or territory based on postal code]

• Yes (Go to END_BLOCK)
• No
  DK, RF are not allowed.

Province
Interviewer: Select the province or territory.
If necessary, ask: What is the province or territory?

• Newfoundland and Labrador
• Prince Edward Island
• Nova Scotia
• New Brunswick
• Quebec
• Ontario
• Manitoba
• Saskatchewan
• Alberta
• British Columbia
• Yukon
• Northwest Territories
• Nunavut
  DK, RF and null are not allowed.

Mailing Address (MA)

MA_Q01
What is your correct mailing address?

Address (AD)

Number
Interviewer: Enter the civic number.

• If necessary, ask What is the civic number?
  If DK or RF Go to CONFNUM
  Otherwise Go to Street.

CONFNUM

Interviewer: Do you wish to skip the remaining address fields?

• Yes (Go to END_BLOCK)
• No
  DK, RF are not allowed.

Street
Interviewer: Enter the street name.

• If necessary, ask What is the street name?
  Null is not allowed.

Apt
Interviewer: Enter the apartment number.

• If necessary, ask What is the apartment number?

City
Interviewer: Enter the city, town, village or municipality.

• If necessary, ask What is the city, town, village or municipality?
  DK, RF and null are not allowed.

Postal Code
Interviewer: Enter the postal code. If the address is outside Canada, press <Enter>.

• If necessary, ask What is the postal code?
  If null, DK or RF, Go to PROV.

CONFPROV
Interviewer: Confirm that the [province/territory] is [province or territory based on postal code].
If necessary, ask So the [province/territory] is [province or territory based on postal code]?

• Yes (Go to END_BLOCK)
• No
  DK, RF are not allowed.

Province
Interviewer: Select the province or territory.

If necessary, ask What is the province or territory?

• Newfoundland and Labrador
• Prince Edward Island
• Nova Scotia
• New Brunswick
• Quebec
• Ontario
• Manitoba
• Saskatchewan
• Alberta
• British Columbia
• Yukon
• Northwest Territories
• Nunavut
• U.S.A.
• Outside of Canada and U.S.A
  DK, RF and Null are not allowed.

State
Interviewer: Select the state.

If necessary, ask What is the state?

• Alabama
• Alaska
• Arizona
• Arkansas
• California
• Colorado
• Connecticut
• Delaware
• District of Columbia
• Florida
• Georgia
• Hawaii
• Idaho
• Illinois
• Indiana
• Iowa
• Kansas
• Kentucky
• Louisiana
• Maine
• Maryland
• Massachusetts
• Michigan
• Minnesota
• Mississippi
• Missouri
• Montana
• Nebraska
• Nevada
• New Hampshire
• New Jersey
• New Mexico
• New York
• North Carolina
• North Dakota
• Ohio
• Oklahoma
• Oregon
• Pennsylvania
• Rhode Island
• South Carolina
• South Dakota
• Tennessee
• Texas
• Utah
• Vermont
• Virginia
• Washington
• West Virginia
• Wisconsin
• Wyoming  
  DK, RF and Null are not allowed.

Zip Code
Interviewer: Enter only a US zip code.

If necessary, ask What is the zip code?

Confirm Telephone (TEL)

TEL_C01
If no telephone number exists
Go to TEL_Q02

TEL_Q01
I would like to confirm your telephone number. Is it [telephone number]?

• Yes (Go to END_BLOCK)
• No
• DK, RF (Go to END_BLOCK)

TEL_Q02
What is your telephone number, including the area code?

North American Telephone (NATP)

Area Code
Interviewer: Enter the area code.

If necessary, ask: What is the area code?
If DK/RF Go to TEL
If "000", fill TEL
with 0000000 (Go to END_BLOCK)
(MIN : 0) (MAX : 995)

Telephone No.
Interviewer: Enter the telephone number.
If necessary, ask: What is the telephone number?
(MIN : 0) (MAX : 9999995)

Roster Introduction (RS)

RS_R01
The next few questions ask for important basic information about the people in your household.

DK, RF are not allowed.

"Usual" Roster (USU)

USU_Q01
What are the names of all persons who usually live here?

DK, RF and null are not allowed.

"Temp" Roster (TEM)

RS_Q02
Is anyone staying here temporarily?

• Yes
• No (Go to END_BLOCK)
• DK, RF (Go to END_BLOCK)

TEM_Q01
What are the names of all persons who are staying here temporarily?
DK, R and null are not allowed.

"Other" Roster 1 (OTH1)

RS_Q04
Are there any other persons who usually live here but are now away at school, in hospital, or somewhere else?

• Yes
• No (Go to END_BLOCK)
• DK, RF (Go to END_BLOCK)

OTH1_Q01
What are the names of the other people who live or stay here?
DK, RF and null are not allowed.

Sex (SEX)

SEX_Q01
Interviewer: Enter [respondent name]'s sex.

If necessary, ask:  Is [respondent name] male or female?

• Male
• Female
  DK, RF and null are not allowed

Age Without Confirmation (ANC)

ANC_Q01
What is [respondent name]'s date of birth?

ANC_Q02
So [respondent name]'s age on [reference date] was [calculated age]. Is that correct?
Interviewer: Date of birth is [text month of birth] [day of birth], [year of birth].

• Yes (Go to END_BLOCK)
• No, return and correct date of birth
• No, collect age Go to ANC_Q03

ANC_Q03
What is [respondent name]'s age?
Age in years (MIN : 0) (MAX : 121)

Date (DATE)

Day
Interviewer: Enter the day.
If necessary, ask: What is the day?
(MIN : 1) (MAX : 31)

Months
Interviewer: Select the month.
If necessary, ask: What is the month?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December

Year
Interviewer: Enter a four digit year.

• If necessary, ask: What is the year?

Mother Tongue (LAN)

LAN_Q020
What is the language that <^you> first learned at home in childhood and still <^understand>?
Interviewer: If this person no longer understands the first language learned, indicate the second language learned.

• English
• French
• Other – Specify Go to LAN_S020

LAN_S020
What is the language that ^you first learned at home in childhood and still <^understand>?
Interviewer: Specify.
DK, RF and null are not allowed

Marital Status Without Confirmation (MSNC)

MSNC_Q01
What is [respondent name]'s marital status? Is [he/she]:
Interviewer: Read categories to respondent.

• … married?
• … living common-law?
• … widowed?
• .… separated?
• … divorced?
• … single, never married?

Household Composition (HC)

HC_Q010
What is [household member’s first name]’s relationship to [first name of Person No 01]? Is it:

• Opposite-sex spouse/partner
• Same-sex spouse/partner
• Son/Daughter (birth, adopted or step)
• Brother/Sister
• Father/mother
• Foster father/mother
• Foster son/daughter
• Grandfather/mother
• Grandson/daughter
• In-law
• Other related
• Unrelated

HC_N020
Interviewer: Please assign the ‘Economic Family Code’ at time of interview.

Education (ED)

ED_Q01
What is the highest grade of elementary or high school [respondent name] ever completed?

• Grade 8 or lower (Québec: Secondary II or lower) Go to ED_Q03
• Grade 9 – 10 (Québec: Secondary III or IV, Go to ED_Q03
  Newfoundland and Labrador: 1st year of secondary)
• Grade 11 -13 (Québec: Secondary V,
  Newfoundland and Labrador: 2nd to 4th year of secondary)
  DK, RF Go to ED_Q03

ED_Q02
Did [respondent name] graduate from high school (secondary school)?

• Yes
• No

ED_Q03
Has [respondent name] received any other education that could be counted towards a degree, certificate or diploma from an educational institution?

• Yes
• No (Go to END_BLOCK)
• DK, RF (Go to END_BLOCK)

ED_Q04
What is the highest degree, certificate or diploma [respondent name] has obtained?

• No post-secondary degree, certificate or diploma
• Trade certificate or diploma from a vocational school or apprenticeship training
• Non-university certificate or diploma from a community college, CEGEP, school of nursing, etc.
• University certificate below bachelor's level
• Bachelor's degree
• University degree or certificate above bachelor's degree

Person Providing Information (PPI)

PPI_N01
Interviewer: Select the person who [is providing/provided] the information. [If the person is not on the list, select “Non-household member”.]
DK, RF are not allowed.

Main Activity (MN)

MN_R001
The next part of this interview asks about the main activity for each member of this household.

MN_C010
If Call Block MN1 for each member of household, go to MN1.

Otherwise, go to MN_End.

MN1_Q010
Currently, what is ^FNameE main activity? ^IsHeShe:
Interviewer: If necessary, read categories to respondent.

• … working at a job or business or self-employed?
• … looking for work?
• … going to school (full-time)?
• … keeping house?
• … caring for other family members including young children?
• … retired?
• … experiencing a long term illness or disability?
• … doing volunteer work?
• No main activity
• Other – Specify Go to MN1_S010
• DK, RF
  Default (Go to MN1_END)

MN1_S010
Currently, what is ^FNameE main activity?
Interviewer: Specify.
'Empty’ not a valid response.

Diary (DI)

DI_R005
Interviewer: Briefly mention the diary and diary guide to the respondent.
Do not explain the details of how to fill out the diary at this time.

Activity Limitation (AL)

AL_R001
The next section refers to activity limitation.

? AL_Q010
^DT_DoesAny have any difficulty hearing, seeing, communicating, walking, climbing stairs, bending, learning or doing any similar activities?

• Yes, sometimes
• Yes, often
• No
• DK, RF

AL_C020
If (AL_Q010 = 1 or 2) and HCNum > 1 Go to AL_Q020
Otherwise, Go to AL_Q030

AL_Q020
Can you tell me who they are?
DK, RF are not allowed.

? AL_Q030
Does a physical condition or mental condition or health problem reduce the amount or the kind of activity ^DT_ThatYou can do at home, at work, at school, or in other activities such as transportation or leisure?

• Yes, sometimes
• Yes, often
• No
• DK, RF

AL_C040
If (AL_Q030 = 1 or 2) and HCNum > 1 Go to AL_Q040
Otherwise, Go to AL_End.

AL_Q040
Can you tell me who they are?
DK, RF are not allowed.

Dwelling Characteristics (DC)

DC_R001
The next section refers to the characteristics of your current principal residence.

? DC_Q010 What type of dwelling do you live in? Is it:

Interviewer: Read categories to respondent.

• … a single detached?
• … a semi-detached (double)?
• … a townhouse (row or terrace)?
• … a duplex?
• … a low-rise apartment of fewer than 5 stories or a flat?
• … a high-rise apartment of 5 stories or more?
• … a hotel, rooming or lodging house, camp, for example, logging, construction?
• … a mobile home?
• … a movable dwelling, for example, boat, recreational vehicle, van?
• Other – Specify (Go to DC_S010)
  DK, RF

DC_S010
Interviewer: What type of dwelling do you live in? Is it:
Specify.
DK, RF
(EMPTY is not valid response)

? DC_Q020
Is this dwelling part of a condominium development?
Do not include co-operatives.

• Yes
• No
• DK, RF

DC_Q030
In what year was this dwelling originally built?
[Min: 1800 Max: 2020]
DK, RF

DC_C031
If DC_Q030 = DK, RF Go to DC_Q031
Otherwise, Go to DC_Q040

DC_Q031
If possible, select the estimated year that this dwelling was originally built from one of the following groups. Was it …
Interviewer: Read categories to respondent.

• 1920 or before
• 1921 - 1945
• 1946 - 1960
• 1961 - 1970
• 1971 - 1980
• 1981 - 1990
• 1991 - 2000
• 2001 - ^aSY
• DK, RF

? DC_Q040
Is this dwelling in need of any repairs?
Do not include desired remodelling or additions.
Interviewer: Read categories to respondent.

• Yes, major repairs are needed, for example, defective plumbing or electrical wiring, structural repairs to walls, floors or ceilings.
• Yes, minor repairs are needed, for example, missing or loose floor tiles, bricks or shingles, defective steps, railings or siding.
• No, only regular maintenance is needed, for example, painting or furnace cleaning.
• DK, RF

DC_Q050
How many bedrooms are there in this dwelling?
Interviewer:
Include all rooms designated as bedrooms even if they are now used for something else, for example, as guest rooms or television rooms.
Include all rooms used as bedrooms now, even if they were not originally built as bedrooms, such as bedrooms in a finished basement unless they are being used solely for business purposes.
For a one-room dwelling or a bachelor apartment, enter zero.
[Min: 0 Max: 20] DK, RF

DC_Q060
How many bathrooms with a bathtub or shower are there in this dwelling?
[Min: 0 Max: 10] DK, RF

Facilities Associated with the Dwelling (FD)

FD_R001
The next section refers to electronic and communication equipment associated with your dwelling including items you do not own.

? FD_Q010
How many:
…cell phones for personal use do you have at this dwelling?
Include handheld text messaging devices with cell phone capability.
Do not include cordless phones or pagers.
[Min: 0 Max: 97] DK, RF

? FD_Q020
(How many:
… telephones (do you have at this dwelling)?
Include phones used for business.
Do not include cell phones.
[Min: 0 Max: 97] DK, RF

FD_C021
If FD_Q020 = 0 Go to FD_Q021
Otherwise, Go to FD_Q030

FD_Q021
Why there is no telephone (at this dwelling)? The telephone is...?
Interviewer: Read categories to respondent.

• Too expensive, was cut off
• Not installed yet (moved in recently)
• Not a necessity, not important
• Replaced by a cell phone
• Not available (unserviced area)
• Other reason, specify  (Go to FD_S021)

DK, RF
Default Go to FD_Q040

FD_S021
Why is there no telephone (at this dwelling)?
Interviewer: Specify.
DK, RF
Go to FD_Q040

? FD_Q030
How many:
… telephone numbers (do you have for this dwelling)?
Include phone numbers used for business.
Do not include cell phone numbers and pager numbers [Min: 0 Max: 97] DK, RF

FD_Q040
Do you have:
… cablevision (cable TV) (at this dwelling)?

• Yes
• No
• DK, RF

FD_C045
If FD_Q040 = 1, Go to FD_Q045
Otherwise, Go to FD_Q050

FD_Q045
Which type of cablevision service do you have? Is it:
Interviewer: Read categories to respondent.

• … basic cablevision service?
• … extended cablevision service?
• DK, RF

FD_Q050
Do you have:
… a satellite dish (at this dwelling)?

• Yes
• No
• DK, RF

FD_Q060
Do you have:
… a compact disc (CD) player (at this dwelling)?

• Yes
• No
• DK, RF

FD_Q070
Do you have:
… a DVD player (at this dwelling)?

• Yes
• No
• DK, RF

FD_Q080
Do you have:
… a home computer (at this dwelling)?
Do not include computers used exclusively for business.

• Yes
• No
• DK, RF

? FD_Q090
Do you have:
… a CD writer (at this dwelling)?

• Yes
• No
• DK, RF

? FD_Q100
Do you have:
… a DVD writer (at this dwelling)?

• Yes
• No
• DK, RF

? FD_Q110
Does your household have an Internet connection at this dwelling?

• Yes
• No
• DK, RF

FD_C120
If FD_Q110 = 2 or DK, RF Go to FD_END.
Otherwise, Go to FD_Q120

FD_Q120
What type of Internet connection do you have? Is it:
Interviewer: If more than one type of connection, mark <Other type of connection> and specify which types. Read categories to respondent.

• … regular telephone connection (to a computer)?
• … high-speed telephone connection (to a computer)?
• … cable connection (to a computer)?
• … a satellite dish?
• … wireless, for example, cell phone, personal digital appliance (including Wi-Fi connection)?
• Other type of connection,
  Specify Go to FD_S120
  Interviewer: Specify.
• DK, RF

FD_S120
What type of Internet connection do you have? Is it:
Other type of connection, Specify
Interviewer: Specify.
DK, RF

Tenure (TE)

TE_R001
The next section refers to the tenure of your dwelling.

TE_Q010
Is your dwelling:

Interviewer: Read categories to respondent

• … owned with a mortgage (by your household), that is a personal loan contracted with a financial institution or a private company to buy a home?
• … owned without a mortgage (by your household)?  Include types of financing which are not mortgages
• … rented (by your household)?
• … occupied rent-free (by your household), that is, where no member owns the dwelling and no rent is charged?
  DK, RF are not allowed.

TE_C020
If (TE_Q010 = 1 or TE_Q010=2) Go to TE_Q020
Otherwise, Go to TE_Q050

?TE_Q020
If you were to sell this dwelling today, how much would you expect to sell it for?
[Min: 1 Max: 99999997] DK, RF

?TE_Q030 If you were to rent this dwelling today, how much would you expect to rent it for monthly, unfurnished and without utilities?
[Min: 1 Max: 99999997] DK, RF

TE_C040 If (DC_Q010 < 5) Go to TE_Q040
Otherwise, Go to TE_Q050

? TE_Q040
Some homeowners have added an apartment to their homes to accommodate relatives or to rent out to others. Such apartments have their own kitchen and bathroom facilities. Is there an apartment like this in this dwelling?

• Yes
• No
• DK, RF

? TE_Q050
In what year did the household move to this dwelling?
Interviewer: Enter a four-digit year.
[Min: 1900 Max: 2020] DK, RF

TE_Q060
In which month?

Interviewer: Select the month.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

Current Owner (CO)

CO_C001
If TE_Q010 = 1 (owned with a mortgage) or 2 (owned without a mortgage) Go to CO_R001
Otherwise, Go to CO_END

CO_R001
The next section refers to expenses in relation to this dwelling.
Do not include expenses charged against businesses or rental income.

? CO_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… property taxes for this dwelling?
Include school taxes, special service charges and local improvements billed during that time.
[Min: 0 Max: 99999997] DK, RF

CO_C011
If CO_Q010 = 0 Go to CO_Q011
Otherwise, Go to CO_Q020

CO_Q011
Why were no property taxes paid?
Interviewer: Specify. DK, RF

CO_Q020
How much was your household’s last payment for:
… homeowners’ insurance for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CO_C021
If CO_Q020 > 0 Go to CO_Q021
Otherwise, Go to CO_Q030

CO_Q021
How many weeks or months did this payment cover?
[Min: 1 Max: 104] DK, RF

CO_C022
If CO_Q021 = DK, RF Go to CO_Q030
Otherwise, Go to CO_N022

CO_N022
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CO_C030
If DC_Q020 = 1 Go to CO_Q030
Otherwise, Go to CO_Q040

CO_Q030
How much was your household’s last payment for:
… condominium fees for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CO_C031
If CO_Q030 > 0 Go to CO_Q031
Otherwise, Go to CO_Q040

CO_Q031
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CO_C032
If CO_Q031 = DK, RF Go to CO_Q035
Otherwise, Go to CO_N032

CO_N032
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CO_Q035
Which of the following services were included in the condominium fees: Was it...?
Interviewer: Read categories to respondent. Mark all that apply.

• … taxes?
• … heat?
• … electricity?
• … water?
• … insurance?
• … cable/internet/telephone?
• … day-to-day care and upkeep of the common property elements (for example, snow removal, landscaping, cleaning of common elements including carpets and exterior windows, heating/cooling system maintenance)?
• … contributions to the reserve fund?
• … property management fees?
• … building repair and maintenance?
• … amenities?
• Others – Specify Go to CO_S035
• None of the above
  DK, RF
  Go to CO_Q040

CO_S035
Which of the following services were included in the condominium fees:

Interviewer: Specify.

DK, RF
‘Empty’ is not a valid response.

? CO_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… legal charges related to this dwelling, for example, title searches?
[Min: 0 Max: 99999997] DK, RF

? CO_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… registration fees, renewal fees and early renewal or closing penalties associated with mortgages for this dwelling?
Do not include actual mortgage payments.
[Min: 0 Max: 99999997] DK, RF

? CO_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… other expenses related to this dwelling, for example, surveying fees and
appraisals?
Include paid rental fees for mobile homes.
Do not include expenses related to mortgage payments, renovations, repairs, rent, utilities, real estate commissions, land transfer taxes, and land registration fees.
[Min: 0 Max: 99999997] DK, RF

CO_C061
If CO_Q060 > 0 Go to CO_Q061
Otherwise, Go to CO_C070

CO_Q061
Please specify the other expenses.
Interviewer: Specify. DK, RF

CO_C070
If TE_Q010 = 1 (owned with a mortgage), Go to CO_R070
Otherwise, go to CO_Q170.

CO_R070
The next few questions are about mortgage payments for this dwelling.

CO_Q070
How many mortgages does your household have on this dwelling?

• No mortgage   Go to CO_Q170
• 1
• 2
• More than 2
  DK, RF Go to CO_Q170

CO_B080
Call block CO1 a maximum of value of CO_Q070

? CO1_Q080
How much was your household’s last regular payment for the (^DT_aNbrmortgageE)?
Include any special levies but do not include any irregular or lump sum payments.
[Min: 0 Max: 99999997] DK, RF

CO1_C081
If CO1_Q080 > 0 Go to CO1_Q081
Otherwise, Go to CO1_Q090

CO1_Q081
What was the payment period? Was it:
Interviewer: Read categories to respondent.

• … weekly?
• … every two weeks?
• … twice a month?
  … monthly?
• Other, Specify (Go to CO1_S081)
• DK, RF
  Go to CO1_Q090

CO1_S081
What was the payment period?
Interviewer: Specify.
DK, RF
Null is not a valid response.

? CO1_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what was the total premium paid for mortgage-related insurance for the ^DT_aNbrmortgageE?
[Min: 0 Max: 99999997] DK, RF

CO1_C095
If CO1_Q090 = 0 Go to CO1_Q100
Otherwise, Go to CO1_Q095

CO1_Q095
Were the premiums for mortgage-related insurance included in the mortgage payments?

• Yes
• No
• DK, RF

CO1_Q100
Did the mortgage payments include:
… property taxes for the ^DT_aNbrmortgageE?

• Yes
• No
• DK, RF

CO1_Q105
How much principal was paid on your last payment for this ^DT_aNbrmortgageE?
Refer to mortgage statements or electronic records if possible.
[Min: 0 Max: 99999997] DK, RF

CO1_Q107
How much interest was paid on your last payment for this ^DT_aNbrmortgageE?
Refer to mortgage statements or electronic records if possible.
[Min: 0 Max: 99999997] DK, RF

CO1_C108
If (CO1_Q105 = DK, RF and CO1_Q107 = DK, RF) Go to C01_Q109
Otherwise, Go to C01_N108

CO1_N108
Interviewer: Did the respondent refer to mortgage statements or electronic records to answer the total principal paid and/or total interest paid questions?

• Yes
• No
  DK, RF

CO1_Q109
What was the interest rate applied to the ^NbrmortgageE?
Interviewer: Record the interest rate as a percentage, ensure to always show two numbers after the decimal (8.5% would be captured as 8.50; 10% would be captured as 10.00).
(Percent) [MIN: 0,00 MAX: 00,00] DK, RF

? CO1_Q110 Is the interest rate "fixed" or "variable"?

• Fixed rate
• Variable rate
• DK, RF

CO1_Q111
What was the latest month when the payments were made for the (^NbrmortgageE)?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

CO1_Q112
In the last 12 months (from ^aRMY12E to ^bRMY12E), how many lump-sum or irregular payments have been made for the (^DT_NbrmortgageE)?
Interviewer: If respondent has made no lump-sum or irregular payments, write 0.
Enter 10 when 10 or more lump-sum or irregular payments are reported and explain in a Remark (F4). Report total amount in the tenth payment of the following question (CO2_Q113).
[Min: 0 Max: 10] DK, RF

CO1_C113    
If CO1_ Q112 > 0, go to CO1_B113.
                   Otherwise, go to CO1_Q120.

CO1_B113
Call block CO2 the value of CO1_Q112

CO2_Q113  
How much was your household's lump sum or irregular (^DT_aNbrLumpsumE) for the (^DT_NbrmortgageE)?
[Min: 0 Max: 99999997] DK, RF

CO2_Q114
In which month did the lump sum or irregular (^DT_aNbrlumpsumE) on the (^DT_aNbrmortgageE) occur?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

CO1_Q120
What was the total balance owing for the ^DT_aNbrmortgageE on your last statement?
Interviewer: If it is not possible to report the balance owing as of the last statement, please report the balance owing on the anniversary date or at the beginning or end of the term.
[Min: 0 Max: 99999997] DK, RF

CO1_C122
If CO1_Q120 = DK, RF Go to CO1_Q130
Otherwise, Go to CO1_Q125

CO1_Q125
Is the balance owing as of the:
Interviewer: Read categories to respondent.

• … time of the interview?
• … last statement?
• … anniversary date?
• … beginning of the term?
• … end of the term?
• DK, RF
  Go to CO1_Q135

CO1_Q130
In which of the following groups do you estimate your current balance owing is for the (^DT_NbrmortgageE)? Is it:
Interviewer: Read categories to respondent.

• less than $25 000?
• $25 000 to less than $50 000?
• $50 000 to less than $75 000?
• $75 000 to less than $100 000?
• $100 000 to less than $150 000?
• $150 000 to less than $200 000?
• $200 000 to less than $250 000?
• $250 000 to less than $300 000?
• $300 000 to less than $500 000?
• $500 000 or more?
• DK, RF

CO1_Q135
What is the amortization period for the (^DT_NbrmortgageE)? That is, the total number of years over which you agreed to pay off the mortgage in full. Is it:
Interviewer: Read categories to respondent.

• less than 10 years?
• 10 to 14 years?
• 15 to 19 years?
• 20 to 24 years?
• 25 years?
• 30 years?
• 35 years?
• 40 years?
• Other – Specify (Go to CO1_S135)
  Go to CO1_Q140

CO1_S135
What is the amortization period for the (^DT_NbrmortgageE)? That is, the total number of years over which you agreed to pay off the mortgage in full.
Interviewer: Specify. DK, RF ‘“Empty” is not a valid response.

CO1_Q140
What is the current term of the (^DT_NbrmortgageE)? Is it...?
Interviewer: Read categories to respondent.

• 6 months?
• 1 year?
• 2 years?
• 3 years?
• 4 years?
• 5 years?
• 7 years?
• 10 years?
• Others terms (Go to CO1_Q145)
• DK, RF
  Go to CO1_Q150

CO1_Q145
What is the current term of the (^DT_NbrmortgageE)?
(MIN: 6) (MAX: 40) DK, RF

CO1_Q150
What was the starting year of the current term of the (^DT_NbrmortgageE)?
(MIN: 1979) (MAX: 2011) DK, RF

CO1_Q151
What was the starting month of the current term of the (^DT_NbrmortgageE)?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

CO1_Q160
In what year do you need to renew your (^DT_nbrmortgageE)?
(MIN : 2011) (MAX : 2040) DK, RF

CO1_Q161
In what month do you need to renew your (^DT_nbrmortgageE)?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

? CO_Q170   
Does your household finance this dwelling (all or part) using an arrangement other than a mortgage?

• Yes
• No
• DK,RF

CO_C180
If CO_Q170 = 1, go to CO_Q180.
Otherwise, go to CO_R200.

CO_Q180
What kind of financing was used? Was it...?
Interviewer:  Read categories to respondent. Mark all that apply.

• A line of credit secured by the dwelling (home equity line)
• A line of credit secured by another asset (for example, a Guaranteed Investment Certificate (GIC))
• An unsecured line of credit
• An on-going all-in-one borrowing arrangement that allows the borrower to choose the amounts and types of borrowing (for example, mortgage, line of credit, personal loan)
• A personal loan
• Other - Specify  Go to CO_S180
  DK/RF
  Go to CO_C190

CO_S180
What kind of financing was used?
Interviewer: Specify
DK, RF
“Empty” is not a valid response.

CO_C190
If 1 in CO_Q180, go to CO_Q190.
Otherwise, go to CO_R200.

CO_Q190
How much did your household owe on the home equity line of credit as of the last statement?
(MIN: 0) (MAX: 99999997) DK, RF

CO_Q191
In the last statement, how much did your household pay:
... in principal on the home equity line of credit?
(MIN: 0) (MAX: 99999997) DK, RF

CO_Q192
In the last statement, how much did your household pay:
... in interest on the home equity line of credit?
(MIN: 0) (MAX: 99999997) DK, RF

CO_R200
The next few questions are about expenses for utilities.
Do not include expenses charged against business or rental income.

CO_Q200
How much was your household’s last payment:
… for water and sewage charges for this dwelling?
Include expenses for water tankers that deliver water and fill water tanks at private homes.
[Min: -9999997 Max: 99999997] DK, RF

CO_C201
IF CO_Q200 > 0 Go to CO_Q201
Otherwise, Go to CO_Q210

CO_Q201
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CO_C202
If CO_Q201 = DK, RF Go to CO_Q210
Otherwise, Go to CO_N202

CO_N202
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CO_Q210
How much was your household’s last payment for:
… electricity for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CO_C211
If CO_Q210 > 0 Go to CO_Q211
Otherwise, Go to CO_Q230

CO_Q211
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CO_C212
IF CO_Q211 = DK, RF Go to CO_Q230
Otherwise, Go to CO_N212

CO_N212
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CO_Q230
How much was your household’s last payment for:
… natural gas (piped gas) for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CO_C231
If CO_Q230 > 0 Go to CO_Q231
Otherwise, Go to CO_Q250

CO_Q231
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CO_C232
If CO_Q231 = DK, RF Go to CO_Q250
Otherwise, Go to CO_N232

CO_N232
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CO_Q250
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… heating oil for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CO_Q260
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… propane for heating and cooking for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CO_Q270
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… wood and other fuel for heating and cooking for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CO_Q280
How much was your household’s last payment for:
… the rental of heating equipment for this dwelling, for example, rental of a hot water tank?
[Min: -9999997 Max: 99999997] DK, RF

CO_C281
If CO_Q280 > 0 Go to CO_Q281
Otherwise, Go to CO_END

CO_Q281
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CO_C282
If CO_Q281 = DK, RF Go to CO_Q290
Otherwise, Go to CO_N282

CO_N282
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

Current Renters (CR)

CR_C001
If TE_Q010 = 3 or TE_Q010 = 4, Go to CR_R001
Otherwise, Go to CR_END

CR_R001
The next section refers to payments for rent and utilities.
Do not include expenses charged against businesses or rental income.

CR_C020
If TE_Q010= 3 Go to CR_Q020
Otherwise, Go to CR_Q060

? CR_Q020
How much was your household’s last payment for:
… rent for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CR_C021
If CR_Q020 > 0 Go to CR_Q021
Otherwise, Go to CR_Q025

CR_Q021
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CR_C022
If CR_Q021 = DK, RF Go to CR_Q025
Otherwise, Go to CR_N022

CR_N022
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CR_Q025
Which of the following services were included in the rental payments:
Interviewer: Read categories to respondent. Mark all that apply.

• … appliances, furniture, furnishings?
• … electricity?
• … heat?
• … water?
• … parking (inside or outside)?
• … air conditioning?
• … amenities (swimming pool/gym/laundry facilities)?
• … cablevision/internet?
• ...meal plans
• Other - Specify. (Go to CR_S025)
• None of the above.
• DK, RF

CR_S025
Which of the following services were included in the rental payments:
Other - Specify
Interviewer: Specify. DK, RF

CR_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what additional amounts were paid to the landlord that were not included in the payment you just reported, for example, security deposits?
[Min: 0 Max: 99999997], DK, RF

CR_Q040
Does your household pay a reduced rent?

• Yes
• No
• DK, RF

CR_C050
If CR_Q040 =1 Go to CR_Q050
Otherwise, Go to CR_Q060

CR_Q050
What is the reason your household pays reduced rent? Is it:
Interviewer: Read categories to respondent.

• because you live in federal, provincial or municipal government subsidized housing?
• for another reason, for example, services to the landlord, company housing, full or partial payment by non-household members?
• DK, RF

CR_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… improvements and repairs for this dwelling?
Do not include amounts reimbursed by the landlord.
[Min: 0 Max: 99999997] DK, RF

CR_Q070
How much was your household’s last payment for:
… tenants’ insurance for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CR_C071
If CR_Q070 > 0 Go to CR_Q071
Otherwise, Go to CR_Q080

CR_Q071
How many weeks or months did this payment cover?
[Min: 1 Max: 104] DK, RF

CR_C072
If CR_Q071= DK, RF Go to CR_Q080
Otherwise, Go to CR_N072

CR_N072
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CR_Q080
How much was your household’s last payment for:
… parking for this dwelling?
Do not include any parking amounts that were previously reported with rent expenses.
[Min: 0 Max: 99999997] DK, RF

CR_C081
If CR_Q080 > 0 Go to CR_Q081
Otherwise, Go to CR_R100

CR_Q081 How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CR_C082
If CR_Q081 = DK, RF Go to CR_R100
Otherwise, Go to CR_N082

CR_N082
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Month
  DK, RF are not allowed.

CR_R100
The next few questions are about expenses for utilities.
Do not include expenses charged against businesses or rental income.

CR_Q100
How much was your household’s last payment for:
… water and sewage charges for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CR_C100
If CR_Q100 > 0 Go to CR_Q101
Otherwise, Go to CR_Q110

CR_Q101
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CR_C102
If CR_Q101= DK, RF Go to CR_Q110
Otherwise, Go to CR_N102

CR_N102
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CR_Q110
How much was your household’s last payment for:
… electricity for this dwelling?

[Min: -9999997 Max: 99999997] DK, RF

CR_C111
If CR_Q110 > 0 Go to CR_Q111
Otherwise, Go to CR_Q130

CR_Q111
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CR_C112
If CR_Q111 = DK, RF Go to CR_Q130
Otherwise, Go to CR_N112

CR_N112
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CR_Q130
How much was your household’s last payment for:
… natural gas (piped gas) for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CR_C131  
If CR_Q130 > 0 Go to CR_Q131
Otherwise, Go to CR_Q140

CR_Q131     
How many weeks or months did this payment cover?
[Min: 1 Max: 52], DK, RF

CR_C132
If CR_Q131 = DK, RF Go to CR_Q140
Otherwise, Go to CR_N132

CR_N132      
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CR_Q140
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… heating oil for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CR_Q150
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… propane for heating and cooking for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CR_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on:
… wood and other fuel for heating and cooking for this dwelling?
[Min: 0 Max: 99999997] DK, RF

CR_Q170     
How much was your household’s last payment for:
… the rental of heating equipment for this dwelling?
[Min: -9999997 Max: 99999997] DK, RF

CR_C171  
If CR_Q170 > 0 Go to CR_Q171
Otherwise, Go to CR_END

CR_Q171     
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CR_C172
If CR_Q171 = DK, RF Go to CR_END
Otherwise, Go to CR_N172

CR_N172
Interviewer: Indicate if this period was in weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

Purchase and Sale of Principal Residences (PS)

PS_R001
The next section refers to the purchase and sale of principal residences.

? PS_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how many homes did your household purchase?

• Did not purchase a home Go to PS_Q050
• 1
• 2
• 3
  DK, RF Go to PS_Q050

PS_B020
Call Block PS1 (up to 3 times) based on response selected at PS_Q010.

? PS1_Q030
What was the purchase price of ^aNbrpurchasesE home?
Do not include adjustments to property taxes and fuel oil.
[Min: 1 Max: 99999997] DK, RF

? PS1_Q040
How much was paid for land transfer taxes (Welcome tax) and land registration fees for ^aNbrpurchasesE home?
[Min: 0 Max: 99999997] DK, RF

? PS_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how many homes did your household sell?

• Did not sell a home Go to PS_END
• 1
• 2
• 3
  DK, RF Go to PS_END

PS_B060
Call Block PS2 (Up to 3 times) based on response selected at PS_Q050.

? PS2_Q070
What was the selling price of ^aNbrsalesE home?
[Min: 1 Max: 99999997] DK, RF

PS2_Q080
How much was paid for real estate commissions for ^aNbrsalesE home?
[Min: 0 Max: 99999997] DK, RF

Improvements and Repairs of Principal Residence (RR)

RR1_C001
If TE_Q010 = 1 or 2 Go to RR1_R001
Otherwise, Go to RR1_END

RR1_R001
The next section refers to spending on improvements and repairs of the current owned principal residence.

The section will focus on two kinds of expenditures:

• Improvements and renovation expenses are made to increase the value or useful life of a property, for example, adding a new fence, replacing windows or installing a new furnace.
• Repairs and maintenance expenses are made to keep a property in good working condition or maintain its appearance, for example, painting a fence, replacing a broken windowpane or replacing a furnace filter.

Do not include expenses for vacation homes, secondary residences, rented principal residences and other properties.

Do not include expenses charged against business and rental income.

Do not include housekeeping costs, such as rug cleaning and snow removal.

Insurance Settlements
For insurance settlements used to repair or replace property, report the deductible in the appropriate expenditure question.

DK/RF are disabled for the intro screens

RR1_R005
This first set of questions is about money your household spent on work done to the outside of your dwelling (owned principal residence).

RR1_Q005
Interviewer: Refer respondent to pages ^aRB_RR2_Q005 of the Information Guide.  Read categories to respondent.  Mark all that apply.

Remember to include improvement, renovation, repair and maintenance expenses.
In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for ...?

• Exterior additions or extensions (for example, garages, carports, porches, decks and sheds) (Include all items purchased for the project, no matter how small the cost, such as lumber, hardware, floor coverings, paint, electrical fixtures and wiring.)
• Roofs
• Eavestroughing
• Exterior walls, siding, soffits, facia, chimneys and foundations. Do not include chimney cleaning
• Windows and exterior doors including garage doors. (Include replacing and repairing door knobs and locks.)
• Driveways, fences, decks, exterior steps, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects such as installing a pond. (Include complete sodding, shrubs and trees.) (Do not include hobby gardening.)
• Exterior painting or staining (for example, painting or staining doors, garages, decks, porches or fences)
• Septic systems and wells (Do not include pumping services (record in Block CO – Current Principal Residence, question CO_Q200).)
• None of the above Go to RR1_END
• DK/RF Go to RR1_END

RR1_C010
If RR1_Q005 = 1 (exterior additions or extensions), go to RR1_Q010.
Otherwise, go to RR1_C020.

RR1_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… exterior additions or extensions, for example, garages, carports, porches, decks and sheds?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring
[Min: 1 Max: 99999997] DK, RF

RR1_C011
If RR1_Q010 = DK/RF Go to RR1_C020
Otherwise, Go to RR1_Q011

RR1_Q011
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_C020
If RR1_Q005 = 2 (roofs) Go to RR1_Q020
Otherwise, Go to RR1_C030.

RR1_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the roof expenses for...?

Interviewer: Read categories to respondent.

• Complete re-roofing – that is replacing all the shingles or complete re-tarring
• Fixing and maintaining the existing roof
• Both of the above
• DK, RF are not allowed.

RR1_C021
If RR1_Q020 = 1 or 3, Go to RR1_Q021
Otherwise, Go to RR1_Q023

RR1_Q021
How much was spent for complete re-roofing
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C022
If RR1_Q021  = DK/RF, Go to RR1_Q023
Otherwise, Go to RR1_Q022

RR1_Q022
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_Q023
How much was spent for fixing and maintaining the existing roof? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C030
If RR1_Q005 = 3 (eavestroughing), Go to RR1_Q023
Otherwise, Go to RR1_Q030

RR1_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the eavestroughing expenses for...?

Interviewer:  Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR1_C031
If RR1_Q030 = 1 or 3, Go to RR1_Q031
Otherwise, Go to RR1_Q033

RR1_Q031
How much was spent for installing or completely replacing eavestroughing? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C032
If RR1_Q031 = DK/RF Go to RR1_C033
Otherwise, Go to RR1_C032

RR1_Q032
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_C033
If RR1_Q030 = 3 Go to RR1_Q033
Otherwise, Go to RR1_C040

RR1_Q033
How much was spent for fixing and maintaining existing eavestroughing? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C040
If RR1_Q005 = 4 (exterior walls, siding, etc.) Go to RR1_Q040
Otherwise, Go to RR1_C050

? RR1_Q040 In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
… exterior walls, siding, soffits, facia, chimneys and foundations expenses for?

Interviewer:  Read categories to respondent.

• Adding or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR1_C041
If RR1_Q040 = 1 or 3 Go to RR1_Q041
Otherwise, Go to RR1_Q043

RR1_Q041
How much was spent for adding or completely replacing exterior walls, siding, soffits, facia, chimneys and foundations?
Do not include chimney cleaning. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C042
If RR1_Q041 = DK/RF Go to RR1_C043
Otherwise, Go to RR1_Q042

RR1_Q042
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_Q043
How much was spent for fixing and maintaining existing exterior walls, siding, soffits, facia, chimneys and foundations?
Do not include chimney cleaning. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C050
If RR1_Q005 = 5 (windows and exterior doors) Go to RR1_C050
Otherwise, Go to RR1_C0060

RR1_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the windows and exterior doors (including garage doors) expenses for?

Interviewer: Read categories to respondent.

• Adding or replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR1_C051
If RR1_Q050 = 1 or 3 Go to RR1_Q051
Otherwise, Go to RR1_Q053

RR1_Q051
How much was spent for adding or replacing windows and exterior doors including garage doors? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C052
If RR1_Q051 = DK/RF, Go to RR1_Q053
Otherwise, Go to RR1_Q052

RR1_Q052

In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_C053
If RR1_Q050 = 3, Go to RR1_Q053
Otherwise, Go to RR1_Q060

RR1_Q053
How much was spent for fixing and maintaining existing windows and exterior doors, including garage doors?
Include replacing or repairing door knobs and locks. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C060
If RR1_Q005 = 6 (fences, driveways, patios, etc.) Go to RR1_Q060
Otherwise, Go to RR1_Q070

? RR1_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), driveways, fences, decks, exterior steps, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects expenses for...

Interviewer: Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  RF and DK are not allowed.

RR1_C061
If RR1_Q060 = 1 or 3 GO TO RR1_Q061
Otherwise, GO TO RR1_Q063

RR1_Q061
How much was spent for installing or completely replacing fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects such as installing a pond?
Include complete sodding, shrubs and trees.
Do not include hobby gardening. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C062
If RR1_Q061 = DK/RF Go to RR1_C063
Otherwise, Go to RR1_Q062

RR1_Q062
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR1_C063
If RR1_Q060 = 3 Go to RR1_Q063
Otherwise, Go to RR1_C070

RR1_Q063
How much was spent for fixing and maintaining existing, driveways, fences, decks, exterior steps, patios, in-ground or above-ground swimming pools, hot tubs and ponds? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR1_C070
If RR1_Q005 = 7 (exterior painting or staining) Go to RR1_Q070
Otherwise, Go to RR1_C080

RR1_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… exterior painting or staining, for example, painting or staining doors, garages, decks, porches or fences?
Do not include previously reported expenses.
 [Min: 1 Max: 99999997] DK, RF

RR1_C080
If RR1_Q005 = 8 (septic systems and wells) Go to RR1_Q080
Otherwise, Go to RR1_END

RR1_Q080
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… septic systems and wells?
Include installation, replacement and repairs.
Do not include pumping services (record in Block CO – Current Principal Residence, question CO_Q200).
[Min: 1 Max: 99999997] DK, RF

RR1_C081
If RR1_Q080 > 499 Go to RR1_Q081
Otherwise Go to RR1_END

RR1_Q081
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C090
If TE_Q010 = 1 or 2 Go to RR1_Q090
Otherwise Go to RR1_END

RR2_R090
This next set of questions is about money your household spent on work done to the inside of your dwelling (owned principal residence).

RR2_Q095A
Interviewer: Refer respondent to pages ^aRB_RR2_Q095 and ^aRB_RR2_Q095 +1 of the Information Guide. Read categories to respondent. Mark all that apply.
Remember to include improvement, renovation, repair and maintenance expenses.

In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for ... ?

1. Interior additions or extensions (for example, additional rooms, bathrooms, kitchens, bedrooms, sunrooms)(Include all items purchased for the project, no matter how small the cost, such as lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.) (Include built-in appliances.)
2. Renovating/remodelling of rooms (for example, kitchen, bathroom, bedrooms)(Include built-in appliances.) (Do not include finishing the basement.)
3. Finishing the basement (Include built-in appliances.)
4. A concrete basement floor

RR2_Q095B
Interviewer: Refer respondent to pages ^aRB_RR2_Q095 and ^aRB_RR2_Q095 +1 of the Information Guide. Read categories to respondent. Mark all that apply.

Remember to include improvement, renovation, repair and maintenance expenses.

In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for ... ?

• 5. Interior walls and ceilings (for example, plastering, drywall, paneling, tiling)
• 6. Interior painting and wallpapering(Include patching or prepping the walls prior to painting or wallpapering.)
• 7. Hard surface flooring (such as tiling, linoleum, wood floors and wall-to-wall carpeting) (Include underpadding.) (Include re-varnishing hardwood floors.) (Do not include carpet cleaning.)
• 8. Interior doors (for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors)

(Include replacing or repairing door knobs and door locks.)

RR2_Q095C
Interviewer: Refer respondent to pages ^aRB_RR2_Q095 and ^aRB_RR2_Q095 +1 of the Information Guide. Read categories to respondent. Mark all that apply.

Remember to include improvement, renovation, repair and maintenance expenses.

In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for ... ?

• 9. Plumbing fixtures and equipment (for example, faucets, sinks, bathtubs, shower units, hot tubs, toilet tanks, hoses, tubing, hot water tanks and water softeners) (Include service contracts.)
• 10. Heating and/or air conditioning equipment (for example, furnaces, fireplaces and oil tanks) (Include replacing furnace filters and service contracts.)
• 11. Home security devices (Do not include monitoring services (record in section CS – Communication Services, question CS_Q080).)
• 12. Installing or completely replacing a central vacuum (Do not include repairs.)
• None of the above (Go to RR2_END)
  DK/RF (Go to RR2_END)

RR2_C100
If RR2_Q095 = 1 (interior additions or extensions) Go to RR2_Q100
Otherwise Go to RR2_C110

RR1_Q100
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… interior additions or extensions, for example, additional rooms, bathrooms, kitchens, bedrooms, sunrooms?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.
[Min: 1 Max: 99999997] DK, RF

RR2_C101
If RR2_Q100 = DK/RF Go to RR2_C110
Otherwise, Go to RR2_Q101

RR2_Q101
In which month(s) did this/these expense(s) occur?
 Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

? RR2_Q110
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… renovating/remodelling of rooms, for example, kitchen, bathroom, bedrooms?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.
Do not include finishing the basement.
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C111
If RR2_Q110 = DK\RF Go to RR2_C120
Otherwise, Go to RR2_Q111

RR1_Q111
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C120
If RR2_Q095 = 3 (finishing the basement) Go to RR2_Q120
Otherwise, Go to RR2_C130

RR2_Q120
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… finishing the basement?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C121
If RR2_Q120 = DK\RF Go to RR2_C130
Otherwise, Go to RR2_Q121

RR2_Q121
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C130
If RR2_Q095 = 4 (concrete basement floor) Go to RR2_Q130
Otherwise, Go to RR2_C140

RR2_Q130
In the last 12 months, (from ^aRMY12E to ^bRMY12E), Were the concrete basement floor expenses for...?

Interviewer: Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR2_C131
If RR2_Q130 = 1 or 3 GO TO RR2_Q131
Otherwise, GO TO RR2_Q133

RR2_Q131
How much was spent for installing or completely replacing a concrete basement floor? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C132
If RR2_Q131 = DK/RF Go to RR2_C133
Otherwise, Go to RR2_Q132

RR2_Q132
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C133
If RR2_Q130 = 3 Go to RR2_Q133
Otherwise, Go to RR2_Q140

RR2_Q133
How much was spent for fixing and maintaining an existing concrete basement floor?
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C140
If RR2_Q095 = 5 (interior walls and ceilings) Go to RR2_Q140
Otherwise, Go to RR2_Q150

RR2_Q140
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… interior walls and ceilings, for example, plastering, drywall, paneling, tiling?

Do not include previously reported expenses.

[Min: 1 Max: 99999997] DK, RF

RR2_C150
If RR2_Q095 = 6 (interior painting and wallpapering) Go to RR2_Q150
Otherwise, Go to RR2_C160

RR2_Q150
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… interior painting and wallpapering?
Include patching or prepping the walls prior to painting or wallpapering. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C160
If RR2_Q095 = 7 (hard surface flooring Go to RR2_Q160
Otherwise, Go to RR2_C170

RR2_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
… hard surface flooring expenses, such as tiling, linoleum and wood floors, and wall-to-wall carpeting, for...?

Interviewer: Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR2_C161
If RR2_Q160 = 1 or 3 GO TO RR2_Q161
Otherwise, GO TO RR2_Q163

RR2_Q161
How much was spent for installing or completely replacing hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?
Include underpadding. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C162
If RR2_Q161 = DK/RF GO TO RR2_C163
Otherwise, GO TO RR2_Q162

RR2_Q162
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C163
If RR2_Q160 = 3 GO TO RR2_Q163
Otherwise, GO TO RR2_C170

RR2_Q163
How much was spent for fixing and maintaining existing hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?
Include re-varnishing hardwood floors.
Do not include carpet cleaning. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C170
If RR2_Q095 = 8 (interior doors) GO TO RR2_Q170
Otherwise, GO TO RR2_C180

RR2_Q170
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
interior doors expenses, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors, for ...?

Interviewer: Read categories to respondent.

• Adding or replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR2_C171
If RR2_Q170 = 1 or 3 GO TO RR2_Q171
Otherwise, GO TO RR2_Q172

RR2_Q171
How much was spent for adding or replacing interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors??
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C172
If RR2_Q171 = DK/RF Go to RR2_C173
Otherwise, Go to RR2_Q172

RR2_Q172
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C173
If RR2_Q170 = 3, go to RR2_Q173.
Otherwise, go to RR2_C180.

RR2_Q173
How much was spent for fixing and maintaining interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors?
Include replacing or repairing door knobs and door locks. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C180
If RR2_Q095 = 9 (plumbing fixtures and equipment), go to RR2_Q180.
Otherwise, go to RR2_C190.

RR2_Q180
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
… plumbing fixtures and equipment expenses, for example, faucets, sinks, bathtubs, shower units, hot tubs, hot water tank and water softener, for ...? Interviewer: Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR2_C181
If RR2_Q180 = 1 or 3 GO TO RR2_Q181
Otherwise,  GO TO RR2_Q183

RR2_Q181
How much was spent for installing or completely replacing plumbing fixtures and equipment, for example, new faucets, sinks, bathtubs, shower units, hot tubs, hot water tanks and water softeners? Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C182
If RR2_Q181 = DK, RF Go to RR2_Q183
Otherwise, Go to RR2_Q182

RR2_Q182
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C183
If RR2_Q180 = 3,  Go to RR2_Q183
Otherwise, Go to RR2_C190

RR2_Q183
How much was spent for fixing and maintaining existing plumbing fixtures and equipment, for example, faucets, sinks, bathtubs, shower units, hot tubs, toilet tanks, hoses, tubing, hot water tanks and water softeners?
Include service contracts.  Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C190
If RR2_Q095 = 10 (heating/air conditioning equipment), RF Go to RR2_Q190
Otherwise, Go to RR2_C200

? RR2_Q190
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
… heating and/or air conditioning equipment expenses, for example, furnaces, fireplaces and oil tanks for...?
Interviewer: Read categories to respondent.

• Installing or completely replacing
• Fixing and maintaining
• Both of the above
  DK, RF are not allowed.

RR2_C191
If RR2_Q190 = 1 or 3, GO TO RR2_Q191
Otherwise, GO TO RR2_Q193

RR2_Q191
How much was spent on installing or completely replacing heating and/or air conditioning equipment, for example, new furnaces, fireplaces and oil tanks?
[Min: 1 Max: 99999997] DK, RF

RR2_C192
If RR2_Q191 = DK, RF Go to RR2_Q193
Otherwise, Go to RR2_Q192

RR2_Q192
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C193
If RR2_Q190 = 3, Go to RR2_Q193
Otherwise, Go to RR2_C200

RR2_Q193
How much was spent for fixing and maintaining existing heating and/or air conditioning equipment, for example, furnaces, fireplaces and oil tanks?
Include replacing furnace filters and service contracts. Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C200
If RR2_Q095 = 11 (home security devices), Go to RR2_Q200
Otherwise, Go to RR2_C210

RR2_Q200
In the last 12 months, (from ^aRMY12E to ^bRMY12E), were the
… home security devices expenses for ...?
Interviewer: Read categories to respondent.

• Installing, upgrading or completely replacing
• Fixing and maintaining
• Both of the above
  Note: DK, RF are not allowed.

RR2_C201
If RR2_Q200 = 1 or 3, GO TO RR2_Q201
Otherwise, GO TO RR2_Q203

RR2_Q201
How much was spent for installing, upgrading or completely replacing home security devices?
Do not include monitoring services (record in section CS – Communication Services, question CS_Q080). Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C202
If RR2_Q201 = DK, RF Go to RR2_Q203
Otherwise, Go to RR2_Q202

RR2_Q202
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR2_C203
If RR2_Q200 = 3, Go to RR2_Q203
Otherwise, Go to RR2_C210

RR2_Q203
How much was spent for fixing and maintaining existing home security devices?
Do not include monitoring services (record in section CS – Communication Services, question CS_Q080). Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_Q210
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… installing or completely replacing a central vacuum?
Do not include repairs.  Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR2_C211
If RR2_Q210 = DK, RF, Go to RR2_END
Otherwise, Go to RR2_Q211

RR2_Q211
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR3_C215
If TE_Q010 = 1 or 2, go to RR3_R215.
Otherwise, go to RR2_END.

RR3_R215
The next set of questions is about money your household spent on work done to the exterior and/or interior of your dwelling (owned principal residence).
Interviewer: Refer respondent to page ^aRB_RR3_Q215 of the Information Guide. Read categories to respondent.  Mark all that apply.

RR3_Q215
Remember to include improvement, renovation, repair and maintenance expenses.
Interviewer: Refer respondent to page ^aRB_RR3_Q215 of the Information Guide. Read categories to respondent.  Mark all that apply.
In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for ...

• Caulking and weather-stripping (for example, around windows and doors)
• Insulation
• Electrical fixtures and equipment (such as wiring, electrical panel, ceiling fan, built-in ventilation fan, light fixtures, garage door opener, dimmer switches)
• None of the above   Go to RR3_Q250
• DK, RF  Go to RR3_Q250

RR3_C220
If RR3_Q215 = 1 (caulking and weather-stripping), go to RR3_Q220.
Otherwise, go to RR3_C230.

RR3_Q220
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… caulking and weather-stripping, for example, around windows and doors?
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR3_C230
If RR3_Q215 = 2 (insulation), go to RR3_Q230
Otherwise, go to RR3_C240

RR3_Q230
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… insulation?
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

RR3_Q231
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

RR3_C240
IF RR3_Q215 = 3 (electrical fixtures and equipment), Go to RR3_Q240
Otherwise, Go to RR3_Q250

RR3_Q240
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… electrical fixtures and equipment such as wiring, electrical panel, ceiling fan, built-in ventilation fan, light fixtures, garage door opener, dimmer switches?
Do not include previously reported expenses.
[Min: 1 Max: 99999997] DK, RF

? RR3_Q250 Did your household spend money for any other work to improve or renovate your principal residence in the last 12 months, (from ^aRMY12E to ^bRMY12E), that hasn’t already been mentioned?
Include additions, replacements and new installations of any other equipment or fixtures. . Do not include previously reported expenses.

• Yes
• No
  DK, RF are not allowed.

RR3_C251
IF RR3_Q250 = 1 Go to RR3_Q251
Otherwise, Go to RR3_Q270

RR3_Q251
Please list all other improvements or renovations.
Interviewer: Enter the description used by the respondent.
RF/DK/Empty are not valid answers.

RR4_B251
Call Block RR4 (Up to 10 times) or depending on number of descriptions listed at RR3_Q251. Pass RR3_Q251 (description of improvements or renovations) and number of descriptions listed to RR4.

RR4_Q260
How much did your household spend for this improvement or renovation (^RR3_Q251)?
[Min: 1 Max: 99999997] DK, RF

RR4_C261
If RR4_Q260 = (DK or RF) go to RR4_END
Otherwise, go to RR4_Q261

RR4_Q261
In which month(s) did this/these expense(s) occur?
Interviewer: Mark all that apply.

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK, RF

? RR2_Q270
Did your household do any other repairs or maintenance work on your principal residence in the last 12 months, (from ^aRMY12E to ^bRMY12E), that hasn’t already been mentioned? Do not include previously reported expenses.

• Yes
• No
  DK, RF are not allowed.

RR3_C271
IF RR3_Q270 = 1 Go to RR3_Q271
Otherwise, Go to RR3_C290

RR3_Q271
Please list all other repairs or maintenance.
Interviewer: Enter the description used by the respondent.
To delete a description, replace it with *.
To continue, go to the blank line at the end of the list, enter 1 in the description, and press <Enter>.
RF, DK and Null are not allowed.

RR3_B271
Call Block RR5 (Up to 10 times) or Depending on number of descriptions listed at RR3_Q271. Pass RR3_Q271 (description of repairs or maintenance) and number of descriptions listed to RR5.

RR5_C280
If TE_Q010 = 1 or 2, go to RR5_Q280
Otherwise, go to RR5_END

RR5_Q280
How much did your household spend for this repair or maintenance (^RR3_Q271)?
[Min: 0 Max: 99999997] DK, RF

RR3_C290
If ImpAlt_TempTot = 0 Go to RR3_C300.
Note: ImpAlt_TempTot = Sum of (RR1_Q010, RR1_Q021, RR1_Q031, RR1_Q041, RR1_Q051, RR1_Q061, RR1_Q100, RR1_Q110, RR1_Q120, RR2_Q131, RR2_Q161, RR2_Q171, RR2_Q181, RR2_Q191, RR2_Q201, RR2_Q210, RR3_Q260, (RR1_Q080 if > 499), (RR3_Q230 if > 999))

RR3_Q290
Your total expenditures for improvements was $ [ImpAlt_TempTot].
Of this amount how much did your household spend on:
… contract work or hired labour?
You can report this as an amount or a percentage.
Include the cost of materials if they were billed with the labour.
[Min: 0 Max: 99999997] DK, RF

RR3_C291
If RR3_Q290 = 0 or Nonresponse, Go to RR3_C300

RR3_N291
Interviewer: Was this an amount or a percentage?

• Amount
• Percentage
  DK, RF are not allowed.

RR3_C300
If Repairs_TempTot = 0 Go to RR3_END
Note: Repairs_TempTot = Sum of (RR1_Q023, RR1_Q033, RR1_Q043, RR1_Q053, RR1_Q063, RR1_Q070, RR2_Q133, RR2_Q140, RR2_Q150, RR2_Q163, RR2_Q173, RR2_Q183, RR2_Q193, RR2_Q203, RR3_Q220, RR3_Q240, RR5_Q280, (RR1_Q080 if < 500), (RR3_Q230 < 1000))

RR3_Q300
Your total expenditures for repairs and maintenance was $
[Repairs_TempTot].
Of this amount how much did your household spend on contract work or hired labour? You can report this as an amount or a percentage.
Include the cost of materials if they were billed with the labour. Include the cost of materials if they were billed with the labour.
[Min: 0 Max: 99999997] DK, RF

RR3_N301
Interviewer: Was this an amount or a percentage?

• Amount
• Percentage
  DK, RF are not allowed.

Owned Secondary Residences and Other Properties (OS)

? OS_R001
The next section refers to spending on owned secondary residences and other properties.
Do not include expenses charged against business or rental income.
Interviewer: These questions are asked of both owners and renters.

? OS_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household own a vacation home or other secondary residence?
Include time-shares and properties outside of Canada.
Do not include moveable vacation homes, for example, trailers, motor homes

• Yes
• No
• DK, RF

OS_C020
If OS_Q010 = 1 Go to OS_Q020
Otherwise, Go to OS_Q160

OS_Q020
Was the vacation home or other secondary residence purchased in the last 12 months, (that is from ^aRMY12E to ^bRMY12E)?

• Yes
• No
• DK, RF

OS_C040
If OS_Q020 = 1 Go to OS_ Q040
Otherwise, Go to OS_Q050

OS_Q040
What was the purchase price?
[Min: 1 Max: 99999997] DK, RF

OS_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on mortgage payments?
Do not include payments made at time of sale.
[Min: 0 Max: 99999997] DK, RF

OS_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household sell a vacation home or other secondary residence?

• Yes
• No
• DK, RF

OS_C080
If OS_Q060 = 1 Go to OS_ Q080
Otherwise, Go to OS_Q100

OS_Q080
What was the selling price?
[Min: 1 Max: 99999997] DK, RF

OS_Q090
What were the real estate commissions?
[Min: 0 Max: 99999997] DK, RF

? OS_Q100
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… repairs and maintenance?
[Min: 0 Max: 99999997] DK, RF

? OS_Q110
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… improvements and alterations?
[Min: 0 Max: 99999997] DK, RF

? OS_Q120
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… property taxes and sewage charges?
[Min: 0 Max: 99999997] DK, RF

OS_Q130
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… property insurance?
[Min: 0 Max: 99999997] DK, RF

OS_Q140
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… utilities such as electricity, water and fuel?
[Min: 0 Max: 99999997] DK, RF

? OS_Q150
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… other expenses associated with the property, for example, condominium charges, survey costs, time share arrangements, legal fees or premiums for mortgage-related insurance?
[Min: 0 Max: 99999997] DK, RF

? OS_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household own any other property, such as land, a vacant lot or vacant dwelling?
Do not include principal and secondary residences, rental or other business property, and farm property

• Yes
• No
• DK, RF

OS_C170
If (OS_Q160 = 2 or DK, RF) (Go to OS_END)
Otherwise, Go to OS_Q170

OS_Q170
Was the other property purchased in the last 12 months, (that is, from ^aRMY12E to ^bRMY12E)?

• Yes
• No
• DK, RF

OS_C190
If (OS_Q170 = 2 or DK, RF) Go to OS_Q200
Otherwise, Go to OS_Q190

OS_Q190
What was the purchase price?
[Min: 1 Max: 99999997] DK, RF

OS_Q200
How much were the mortgage payments over the last 12 months, (that is, from ^aRMY12E to ^bRMY12E)?
Do not include payments made at time of sale.
[Min: 0 Max: 99999997] DK, RF

OS_Q210
In the last 12 months, (from ^aRMY12E to ^bRMY12E) did anyone in your household sell any other property?

• Yes
• No
• DK, RF

OS_C230
If (OS_Q210 = 2 or DK, RF) o to OS_Q250
Otherwise, Go to OS_Q230

OS_Q230
What was the selling price?
[Min: 1 Max: 99999997] DK, RF

OS_Q240
What were the real estate commissions?
[Min: 0 Max: 99999997] DK, RF

OS_Q250
In the last 12 months, (from aRMY12E to ^bRMY12E), how much did your household spend on:
… repairs and improvements to the property, for example, servicing of land, utilities, roads, sewers?
[Min: 0 Max: 99999997] DK, RF

OS_Q260
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… other expenses associated with the property, for example, property taxes, survey costs, appraisal fees, utilities?
[Min: 0 Max: 99999997] DK, RF

Household Furnishings and Equipment (HF)

HF_R001
The next section refers to spending on household furnishings and equipment.
Include taxes, tips, customs duties and any additional charges.
Include new and used goods and any gifts purchased for persons who were not members of your household.
Include purchases for use in principal residences, vacation homes or in other accommodations.
Report the total price of items purchased on an instalment plan.
Report the full purchase price of goods and services received regardless of when or how they were paid for.
If a trade-in allowance was used, report the net purchase price.
Do not include amounts charged against businesses.

? HF_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), has your household had expenses for:
Interviewer: Refer respondent to page ^aRB_HFQ010 of the Information Guide. Read categories to respondent. Mark all that apply.

• …furniture for indoor or outdoor use?
  Include mattresses.
  Include the cost of home-made or home-finished furnishings.
  Do not include rental costs.
• …rugs, mats and under-padding?
  Do not include wall-to-wall carpeting.
• …works of art, carvings and other decorative ware (for example, vases, candlesticks, figurines, wall hangings)?
• … antiques (for example, furniture and jewellery that are at least 100 years old)?
• … refrigerators and freezers?
  Include built-in appliances.
• … microwave ovens?
  Include built-in appliances.
• … cooking appliances (for example, stoves, ranges, convection ovens, barbecues)?
  Include built-in appliances.
  Do not include electric grills.
• … washers and dryers?
  (Include built-in appliances.)
• … dishwashers?
  (Include built-in appliances.)
• … air conditioners, portable humidifiers and dehumidifiers?
  (Do not include central air conditioners.)
• Power lawn, garden and snow removal equipment (for example, mowers, tractors, snowblowers, rotary tillers, hedge trimmers)
• Power tools for the garage and workshop (for example, electric drills, circular saws, sanders, jigsaws, motors, pumps)
• None of the above  Go to HF_Q113
• DK, RF Go to HF_Q113

HF_C020
If HF_Q010 = 1 (furniture for indoor or outdoor use) go to HF_Q020
Otherwise, Go to HF_C030

 ? HF_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… furniture for indoor or outdoor use?
Include mattresses.
Include the cost of home-made or home-finished furnishings.
Do not include rentals.
[Min: 1 Max: 99999997] DK, RF

HF_C030
If HF_Q010 = 2 (rugs, mats and under-padding) go to HF_Q030
Otherwise, Go to HF_C040

? HF_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… rugs, mats and underpadding?
Do not include wall-to-wall carpeting.
[Min: 1 Max: 99999997] DK, RF

HF_C040
If HF_Q010 = 3 (works of art, carving and other decorative ware) go to HF_Q040
Otherwise, Go to HF_C050

HF_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… works of art, carvings and other decorative ware, for example, vases, candlesticks, figurines, wall hangings?
[Min: 1 Max: 99999997] DK, RF

HF_C050
If HF_Q010 = 4 (antiques) Go to HF_Q050
Otherwise, Go to HF_C060

HF_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… antiques, for example, furniture and jewellery that are at least 100 years old?
[Min: 1 Max: 99999997] DK, RF

HF_C060
If HF_Q010 = 5 (refrigerators and freezers) go to HF_Q060
Otherwise, Go to HF_C070

? HF_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… refrigerators and freezers?
Include built-in appliances.
[Min: 1 Max: 99999997] DK, RF

HF_C070
If HF_Q010 = 6 (microwave ovens) go to HF_Q070
Otherwise, Go to HF_C080

HF_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… microwave ovens?
(Include built-in appliances.)
[Min: 1 Max: 99999997] DK, RF

HF_C080
If HF_Q010 = 7 (cooking appliances) Go to HF_Q080
Otherwise, Go to HF_C090

? HF_Q080
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… cooking appliances, for example, stoves, ranges, convection ovens, barbecues?
Include built-in appliances.
Do not include electric grills.
[Min: 1 Max: 99999997] DK, RF

HF_C090
If HF_Q010 = 8 (washers and dryers) go to HF_Q090
Otherwise, Go to HF_C100

? HF_Q090
In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… washers and dryers?
(Include built-in appliances.)
[Min: 1 Max: 99999997] DK, RF

HF_C100
If HF_Q010 = 9 (dishwashers) go to HF_Q100
Otherwise, Go to HF_C110

HF_Q100
In the last 12 months, f(rom ^aRMY12E to ^bRMY12E), how much did your household spend on:
… dishwashers?
(Include built-in appliances.)
[Min: 1 Max: 99999997] DK, RF

HF_C110
If HF_Q010 = 10 (room air conditioners, portable humidifiers and dehumidifiers) go to HF_Q110
Otherwise, Go to HF_Q111

HF_Q110
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… air conditioners, portable humidifiers and dehumidifiers?
(Do not include central air conditioners.)
[Min: 1 Max: 99999997] DK, RF

HF_C111
If HF_Q010 = 11 (power lawn, garden and snow removal equipment), go to HF_Q111
Otherwise, Go to HF_C112

HF_Q111
In the last 12 months, f(rom ^aRMY12E to ^bRMY12E), how much did your household spend on:
… power lawn, garden and snow removal equipement (for example, mowers, tractors, snow blowers, rotary tillers, hedge trimmers)?
[Min: 1 Max: 99999997] DK, RF

HF_C112
If HF_Q010 = 12 (power tools for garage and workshop), go to HF_Q112
Otherwise, Go to HF_C113

HF_Q112
In the last 12 months (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
... power tools for the garage and workshop (for example, electric drills, circular saws, sanders, jigsaws, motors, pumps)?
[Min: 1 Max: 99999997] DK, RF

HF_Q113
In the last 12 months (from ^aRMY12E to ^bRMY12E), has your household had expenses for:

• Home theatre systems
• Portable audio equipment (for example, MP3 players, portable radios, etc.)
• Non-portable audio equipment (for example, CD player, shelf stereo system, speaker dock, home speakers that are not bought as part of a home theatre system)
• Blu-Ray players
• DVD players

• Televisions, video recorders and other television and video components
• None of the above  (Go to HF_Q140)
  • DK,RF (Go to HF_Q140)

Interviewer: Refer respondent to page ^aRB_HFQ113 of the Information Guide.  Read categories to respondent.  Mark all that apply.

HF_C115
If HF_Q113 = 1 (home theatre systems), go to HF_Q115.
Otherwise, go to HF_C120

? HF_Q115
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… home theatre systems?
[Min: 1 Max: 99999997] DK, RF

HF_C120
If HF_Q113 = 2 (portable audio equipment), go to HF_Q120.
Otherwise, go to HF_C125

? HF_Q120
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… portable audio equipment, (for example, MP3 players, portable radios, etc.)?
[Min: 1 Max: 99999997] DK, RF

HF_C125
If HF_Q113 = 3 (non-portable audio equipment), go to HF_Q125.
Otherwise, go to HF_C130

HF_Q125
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… non-portable audio equipment, (for example, CD player, shelf stereo system, speaker dock, home speaker that are not bought as part of a home theatre system)?
(Do not include home theatre systems.)
(Do not include portable audio equipment.)
[Min: 1 Max: 99999997] DK, RF

HF_C130
If HF_Q113 = 4 (Blu-Ray players), go to HF_Q130.
Otherwise, go to HF_C135

? HF_Q130
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… Blu-ray players?
(Do not include home theatre systems.)
[Min: 1 Max: 99999997] DK, RF

HF_C135
If HF_Q113 = 5 (DVD players), go to HF_Q135.
Otherwise, go to HF_C137

HF_Q135
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… DVD players?
(Do not include home theatre systems.)
(Do not include Blu-ray players.)
[Min: 1 Max: 99999997] DK, RF

HF_C137
If HF_Q113 = 6 (televisions, video recorders and other television and video components), go to HF_Q137.
Otherwise, go to HF_C140

? HF_Q137
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… televisions, video recorders and other television and video components?
(Do not include home theatre systems.)
[Min: 1 Max: 99999997] DK, RF

? HF_Q140
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much your household spend on:
… these types of computer hardware?
Interviewer: Refer respondent to page ^aRB_HFQ140 of the Information Guide.

• Desktop systems
• Laptops
• Personal Digital Assistants (PDAs)
• Disk drives (hard drives, CD drives, DVD drives)
• Monitors
• Printers
• Scanners
• Modems (including fax modems)
• Keyboards
• Mouses

Other peripheral equipment and parts purchased separately
[Min: 0 Max: 99999997] DK, RF

Communications Services (CS)

CS_R001
The next section refers to spending on communication services.
Do not include amounts charged against businesses.

CS_Q010
Does your household pay for two or more of the following services as a package or <bundled services>:
… telephone, cell phone, cablevision, satellite TV, Internet or home security systems?

• Yes
• No
• DK, RF

CS_C011
If CS_C011 = 1 Go to CS_Q011
Otherwise, Go to CS_Q030

CS_Q011
Which of the following services are included:
Interviewer: Mark all that apply. Read categories to respondent.

• … landline telephone (includes long distance)?
• … cell phone?
• … cablevision?
• … satellite TV or radio services?
• … Internet access services (includes virus services)?
• … home security systems?
  … Other – Specify Go to CS_S011
  DK, RF are not allowed.

CS_S011
Which of the following services are included:
Other – Specify
DK, RF

CS_Q015
Can you provide the breakdown of the expenses?

• Yes
• No
  DK, RF are not allowed.

CS_C020
If CS_Q015 = 2 Go to CS_Q020
Otherwise, Go to CS_Q030

CS_Q020
How much was your household’s last payment for:
… these packaged or <bundled services>?
Include any enhanced feature service charges, long distance charges after discounts, and equipment rentals.
[Min: 1 Max: 99999997] DK, RF

CS_C021
CS_Q020 > 0 Go to CS_Q021
Otherwise, Go to CS_Q030

CS_Q021
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C022
If CS_Q021 = DK, RF Go to CS_Q030
Otherwise, Go to HF_N162 CS_N022

CS_N022
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

? CS_Q030
How much was your household’s last payment for:
… landline telephone services?
Include any enhanced feature service charges, long distance charges after discounts, and equipment rentals.
Do not include any charges for cell phones or the Internet.
[Min: 0 Max: 99999997] DK, RF

CS_C031
If CS_Q030 > 0 Go to CS_Q031
Otherwise, Go to CS_Q040

CS_Q031
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C032
If CS_C031 = DK, RF Go to CS_Q040
Otherwise, Go to CS_N032

CS_N032
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CS_Q040
How much was your household’s last payment for:
… cell phone, pager and handheld text messaging services?
[Min: 0 Max: 99999997] DK, RF

CS_C041
If  CS_Q040 > 0 Go to CS_Q041.
Otherwise, Go to CS_Q050.

CS_Q041
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C042
If CS_Q041 = DK, RF Go to CS_Q050.
Otherwise, Go to CS_N042

CS_N042
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

?CS_Q050
How much was your household’s last payment for:
… cablevision services including any installation, service and pay TV charges?
[Min: 0 Max: 99999997] DK, RF

CS_C051
If CS_Q050 > 0 Go to CS_Q051.
Otherwise, Go to CS_Q060.

CS_Q051
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C052
If CS_Q051 = DK, RF Go to CS_Q060
Otherwise, Go to CS_N052

CS_N052
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CS_Q060
How much was your household’s last payment for:
… satellite TV or radio services including any installation, service and pay TV charges?
[Min: 0 Max: 99999997] DK, RF

CS_C061
If CS_Q060 > 0 Go to CS_Q061.
Otherwise, Go to CS_Q070.

CS_Q061
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C062
If CS_Q061 = DK, RF Go to CS_Q070.
Otherwise, Go to CS_N062.

CS_N062
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

CS_Q070
How much was your household’s last payment for:
… Internet access services, including any installation and service charges?
Include regular dial-up, medium and high-speed telephone and cable access and any other access method.
[Min: 0 Max: 99999997] DK, RF

CS_C071
If CS_Q070 > 0 Go to CS_Q071.
Otherwise, Go to CS_Q080.

CS_Q071
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C072
If CS_Q071 = DK, RF Go to CS_Q080
Otherwise, Go to CS_N072.

CS_N072
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

? CS_Q080
How much was your household’s last payment for:
… home security services?
Do not include any installation charges.
[Min: 0 Max: 99999997] DK, RF

CS_C081
If CS_Q080 > 0 Go to CS_Q081.
Otherwise, Go to CS_Q090.

CS_Q081
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C082
If CS_Q081 = DK, RF Go to CS_Q090.
Otherwise, Go to CS_N082.

CS_N082
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

? CS_Q090
How much was your household’s last payment for:
… on-line services?
Include services like information services, genealogy data bases or other Internet-based services.
Do not include any commissions paid for stocks traded on-line.
[Min: 0 Max: 99999997] DK, RF

CS_C091
IF CS_Q090  > 0 Go to CS_Q091.
Otherwise, Go to CS_END.

CS_Q091
How many weeks or months did this payment cover?
[Min: 1 Max: 52] DK, RF

CS_C092
If CS_Q091 > DK, RF Go to CS_END
Otherwise,  Go to CS_N092

CS_N092
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed

Child Care (CC)

CC_R001
The next section refers to spending on child care.

CC_Q010
In the last month, (from ^aRMY12E to ^bRMY12E), has your household had expenses for:
Interviewer: Refer respondent to page ^aRB_HFQ010 of the Information Guide. Read categories to respondent. Mark all that apply.

• … day care centres?
• … child care offered in schools
  (Do not include children's camps, for example, day camps or summer camps.)
• Child care offered in private households (Include children’s lunches paid to private households.) (Do not include children’s camps.) (Do not include occasional babysitting.)
• … regular child care in your home? (Do not include occasional babysitting.)
• None of the above Go to CC_END
• DK, RF are not allowed.

CC_C020
If 1 (Day care centres) in CC_Q010, Go to CC_Q020
Otherwise,   Go to CC_C030

CC_Q020
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… day care centres?
Remember to exclude days for which no child care was paid, such as summer holidays, Christmas holidays or March break.
[Min: 1 Max: 99999997] DK, RF

CC_C030
If 2 (child care - schools) in CC_Q010, Go to CC_Q030
Otherwise, Go to CC_C040

? CC_Q030
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… child care offered in schools?
Do not include children's camps, for example, day camps, summer camps. Remember to exclude days for which no child care was paid, such as summer holidays, Christmas holidays or March break.
[Min: 1 Max: 99999997] DK, RF

CC_C040
If 3 (child care – private households) in CC_Q010, Go to CC_Q040
Otherwise, Go to CC_C050

? CC_Q040
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… child care offered in private households?
Include children’s lunches paid to private households.  Do not include children’s camps. Do not include occasional babysitting. Remember to exclude days for which no child care was paid, such as summer holidays, Christmas holidays or March break.
[Min: 1 Max: 99999997] DK, RF

CC_C050
If 4 (regular child care) in CC_Q010, Go to CC_Q050
Otherwise, Go to CC_END

?CC_Q050
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… regular child care in the home?
Do not include occasional babysitting. Remember to exclude days for which no child care was paid, such as summer holidays, Christmas holidays or March break.
[Min: 1 Max: 99999997] DK, RF

Food (FO)

FO_R001
The next section refers to your food purchases.

FO_Q010
In the last 4 weeks, (from <^aRMY4E> to <^bRMY4E>), how much did your household spend on food purchased from stores?
Include purchases from grocery stores, specialty food stores, department stores, warehouse-type stores, convenience stores and home delivery.
Do not include non-food items bought with your groceries.
[Min: 0 Max: 99999997] DK, RF

FO_Q030
In the last 12 months, (from <^aRMY12E> to <^bRMY12E>), what was the estimated value of any gifts of food, food from your own farm or garden, or from hunting or fishing that added to your supplies?
[Min: 0 Max: 99999997] DK, RF

Clothing for women and girls 4 years and over (CF)

CF_C010
If SEX_Q01 = 2 and Age => 4, go to CF_R001.
Otherwise, go to Next person in household.

CF_R001
The next section refers to spending on clothing for women and girls aged 4 years and over. The reference period is 3 months.
Include all items purchased for present or future use.
Include sales taxes.
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG-Gifts of Clothing). Do not include rented clothing.
Interviewer: Ask all detailed questions (CF_Q010 to CF_Q045) for each person. The question (CF_Q050) should be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.

? CF_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… clothing, for example, outerwear, suits, dresses, skirts, slacks, sweaters, sleepwear, sportswear, specialized clothing, hosiery?
Do not include footwear and accessories.
[Min: 0 Max: 99999997] DK, RF

CF_Q020
In the last 3 months, f(rom ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… athletic footwear including running shoes? Do not include skates, cleats and other similar footwear.
[Min: 0 Max: 99999997] DK, RF

CF_Q025
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… other footwear, for example, shoes, sandals, boots and slippers?
[Min: 0 Max: 99999997] DK, RF

CF_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… accessories, for example, gloves, hats, mitts, purses, umbrellas?
[Min: 0 Max: 99999997] DK, RF

CF_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour :
… watches?
[Min: 0 Max: 99999997] DK, RF

CF_Q045
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… other jewellery?
[Min: 0 Max: 99999997] DK, RF

CF_C050
If (CF_Q010=0 and CF_Q020=0 and CF_Q025=0 and CF_Q030=0 and CF_Q040=0 and CF_Q045=0), go to CF_End.
Else if (CF_Q010=0 or non-response) and  (CF_Q020=0 or non-response) and (CF_Q025=0 or non-response) and (CF_Q030=0 or non-response) and (CF_Q040=0 or non-response) and  (CF_Q045=0 or non-response), go to CF_Q050
Otherwise, go to CF_END.

CF_Q050
In the last 3 months, (from ^aRMY3E to ^bRMY3E), what was the total amount spent ^DT_Total?
Interviewer: This question should only be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.
[Min: 0 Max: 99999997] DK, RF

Clothing for men and boys 4 years and over (CM)

CM_C010
If SEX_Q01 = 1 and Age => 4, go to CF_R001.
Otherwise, go to Next person in household.

CM_R001
The next section refers to spending on clothing for men and boys aged 4 years and over. The reference period is 3 months.
Include all items purchased for present or future use.
Include sales taxes.
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG-Gifts of Clothing). Do not include rented clothing.
Interviewer: Ask all detailed questions (CM_Q010 to CM_Q045) for each person. The question (CM_Q050) should be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.

CM_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… clothing, for example, outerwear, suits, pants, shirts, sweaters, socks, sleepwear, sportswear?
Do not include footwear and accessories
[Min: 0 Max: 99999997] DK, RF

CM_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… athletic footwear including running shoes? Do not include skates, cleats and other similar footwear.
[Min: 0 Max: 99999997] DK, RF

CM_Q025
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… other footwear, for example, shoes, sandals, boots and slippers?
[Min: 0 Max: 99999997] DK, RF

CM_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… accessories, for example, gloves, hats, ties, belts, wallets, umbrellas?
[Min: 0 Max: 99999997] DK , RF

CM_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… watches?
[Min: 0 Max: 99999997] DK, RF

CM_Q045
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent ^DT_ForYour
… other jewellery?
[Min: 0 Max: 99999997] DK, RF

CM_C050
If (CM_Q010=0 and CM_Q020=0 and CM_Q025=0 and CM_Q030=0 and CM_Q040=0 and CM_Q045=0), go to CM_End.
Else if (CM_Q010=0 or non-response) and  (CM_Q020=0 or non-response) and (CM_Q025=0 or non-response) and (CM_Q030=0 or non-response) and (CM_Q040=0 or non-response) and  (CM_Q045=0 or non-response), go to CM_Q050
Otherwise, go to CM_END.

CM_Q050
In the last 3 months, (from ^aRMY3E to ^bRMY3E), what was the total amount spent ^DT_Total?
Interviewer: This question should only be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.
[Min: 0 Max: 99999997] DK, RF

Clothing for children under 4 years of age (CI)

CI_C010
If Age < 4, go to CI_R001.
Otherwise, go to Next person in household.

CI_R001
The next section refers to spending on clothing for children under 4 years. The reference period is 3 months.
Include all items purchased for present or future use.
Include sales taxes.
Do not include purchases for unborn children, including your own (record in Section CG - Gifts of Clothing).
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG - Gifts of Clothing).
Do not include rented clothing.
Interviewer: Ask all detailed questions (CI_Q010 to CI_Q030) for each person. The question (CI_Q040) should be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.

CI_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent for [Member's first name] on:
… outerwear, daywear, sleepwear, and cloth diapers?
 [Min: 0 Max: 99999997] DK, RF

CI_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent for [Member's first name] on:
… footwear, for example, shoes, sandals, boots, slippers?
Do not include skates, cleats and other similar footwear.
[Min: 0 Max: 99999997] DK, RF

CI_C040
If (CI_Q010 = non-response and CI_Q030 = non-response), go to CI_Q040.
Otherwise, go to CI_END.

CI_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), what was the total amount spent on clothing for [Member's first name]?
Interviewer: This question should only be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.
[Min: 0 Max: 99999997] DK, RF

Gifts of Clothing (CG)

CG_R001
The next section refers to purchases of gifts of clothing for people who were not members of your household. The reference period is 3 months.

CG_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend to purchase:
 gifts of footwear for children aged 12 and under who were not members of your household:
Include purchases for unborn children, including your own.
Do not include skates, cleats and other similar footwear.
[Min: 0 Max: 99999997] DK, RF

CG_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E, how much did your household spend to purchase:
 gifts of footwear for other people aged 13 and over who were not members of your household:
[Min: 0 Max: 99999997] DK, RF

CG_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E, how much did your household spend to purchase:
gifts of clothing, accessories or jewellery for people who were not members of your household:
Include purchases for unborn children, including your own.
[Min: 0 Max: 99999997] DK, RF

Health Care (HE)

HE_R001
The next section refers to spending on health care.

? HE_Q005
In the last 3 months, (from ^aRMY3E to ^bRMY3E), what were the direct costs to members of your household for:
… medicines, drugs and pharmaceutical products prescribed by a doctor?
[Min: 0 Max: 99999997] DK, RF

? HE_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on premiums for:
… provincially or territorially administered hospital, medical and drug plans?
[Min: 0 Max: 99999997] DK, RF

? HE_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on premiums for:
… private health insurance plans?
Include supplementary coverage to public hospital and medical plans.
[Min: 0 Max: 99999997] DK, RF

HE_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on premiums for:
… dental plans sold as separate policies?
[Min: 0 Max: 99999997] DK, RF

HE_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on premiums for:
… accident or disability insurance?
[Min: 0 Max: 99999997] DK, RF

HE_R050
For the remaining questions, please include direct costs incurred by household members for all personal health care received.
Include amounts not covered by insurance such as exclusions, deductibles and expenses over limits.
Do not include payments for which you have been or will be reimbursed.

? HE_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… prescription eye wear, for example, contact lenses, eyeglasses, frames, insurance on lenses?
[Min: 0 Max: 99999997] DK, RF

? HE_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… eye care services, for example, eye exams, eye surgery, laser surgery?
[Min: 0 Max: 99999997] DK, RF

? HE_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… dental services and orthodontic and periodontal procedures, for example, examinations, cleanings, fillings, extractions, x-rays, root canals, fittings and prescriptions for dentures?
[Min: 0 Max: 99999997] DK, RF

? HE_Q080
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… physicians' care?
Include general practitioners (family doctors) and specialists.
[Min: 0 Max: 99999997] DK, RF

? HE_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… hospital care, nursing homes, and other residential care facilities?
Include all charges, for example, telephone, TV rentals.
[Min: 0 Max: 99999997] DK, RF

? HE_Q100
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… health care practitioners in the home, for example, nurses, attendant care, physiotherapists?
[Min: 0 Max: 99999997] DK, RF

? HE_Q110
Interviewer: Refer respondent to page (^aRB_HCQ110) of the Information Guide.

In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… any of these other health care practitioners?

• Nurses
• Physiotherapists
• Therapists
• Chiropractors
• Dieticians
• Homeopaths
• Podiatrists
• Osteopaths
• Acupuncturists
• Naturopaths

[Min: 0 Max: 99999997] DK, RF

? HE_Q120
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the direct costs to members of your household for:
… weight control programs, quit-smoking programs and other medical services, for example, ambulances, rental of medical equipment, laboratory services?
[Min: 0 Max: 99999997] DK, RF

Automobiles and Trucks (AT)

AT_R001
The next section refers to spending on automobiles and trucks.
Do not include expenses charged against business income.

? AT_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household own, lease or operate a car, van or truck and use it completely or partially for private use?
Do not include rented vehicles.

• Yes
• No
• DK, RF

AT_C020
If AT_Q010 = 1 Go to AT_Q020
Otherwise, Go to AT_R150

AT_Q020
Please list all vehicles, whether cars, vans or trucks.
Interviewer: Enter the make, model or any other description used by the respondent.
RF, DK, Null not allowed.

AT_B020
Call Block AT1 (Up to 10 times) or depending on number vehicles listed at AT_Q020. Pass AT_Q020 (description of each vehicle) and Number vehicle listed to AT1.

AT_R150
The following questions refer to other vehicle-related expenses.

? AT1_Q030
Interviewer:  If necessary, ask: Which of the following best describes the (^AT_Q020)? Is it:

• … a car?
• … a van/mini-van?
• … a truck/sport utility vehicle?
• DK, RF

AT1_Q040
What was the ownership status of the ^AT_Q020 at the end of last month? Was it...?
Interviewer: Read categories to respondent.

• Owned by a member of your household Go to AT1_Q050
• Leased Go to AT1_Q080
• Returned to lessor Go to AT1_Q080
• Sold separately or traded-in on lease Go to AT_1Q096
• Traded-in on purchase Go to AT1_Q097
• Owned or leased by non-household member Go to AT1_Q100
• Other – Specify Go to AT1_S040
• DK, RF are not allowed.

AT1_S040
What was the status of the ^AT_Q020 at the end of last month?
Interviewer: Specify.  DK,RF

AT1_Q050
Was the ^AT_Q020 bought by a member of your household in the last 12 months (between ^aRMY12E to ^bRM12YE)?

• Yes
• No
• DK, RF

AT1_C055
If AT1_Q050 = 1 Go to AT1_Q055
Otherwise, Go to AT1_Q100

AT1_Q055
Was the (^AT_Q020) purchased from:
Interviewer: Read categories to respondent.

• … a dealer?
• … a private household?
  DK, RF are not allowed

AT1_C060
If AT1_Q055 = 1, go to AT1_Q060.
Otherwise, go to AT1_Q065.

?AT1_Q060
Was the ^AT_Q020 new or used?

• New
• Used
• DK, RF

? AT1_Q065
What was the purchase price after the trade-in allowance was deducted for the ^AT_Q020?
Include all sales taxes.
[Min: 0 Max: 99999997] DK, RF

? AT1_Q070
Was the ^AT_Q020 leased by a member of your household before it was bought?

• Yes
• No
• DK, RF

AT1_C080
If AT1_Q070 = 1 Go to AT1_Q080
Otherwise, Go to AT1_Q100

? AT1_Q080
How much was your household’s last regular lease payment for the ^AT_Q020?
Do not include operating costs and any amounts charged to business.
[Min: 0 Max: 99999997] DK, RF

AT1_C081
If AT1_Q080 > 0 Go to AT1_Q081
Otherwise, Go to AT1_Q090

AT1_Q081
How many weeks or months did this payment cover for the ^AT_Q020?
[Min: 1 max: 52] DK, RF

AT1_C082
If AT1_Q081 = DK, RF Go to AT1_Q090
Otherwise, Go to AT1_N082

AT1_N082
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

? AT1_Q090
What were the other leasing costs paid by your household for the (^AT_Q020) in the last 12 months from ^aRMY12E to ^bRMY12E?
Include down payment and closing costs.
Do not include any amounts charged to business.
[Min: 0 Max: 99999997] DK, RF

?AT1_Q096
What was the net amount received for the ^AT_Q020?
[Min: 0 Max: 99999997] DK, RF
Go to AT1_Q100

?AT1_Q097
What was the trade-in value for the ^AT_Q020?
[Min: 0 Max: 99999997] DK, RF

AT1_Q100
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on vehicle registration fees for the (^AT_Q020)?
Include insurance that is paid with registration fees.
[Min: 0 Max: 99999997] DK, RF

? AT1_Q110
How much was your household’s last payment for the (^AT_Q020)'s insurance premiums?
Do not include insurance that is paid with registration fees.
[Min: -9999997 Max: 99999997] DK, RF

AT1_C111
If AT1_Q110 > 0 Go to AT1_Q111
Otherwise, Go to AT1_Q115

AT1_Q111
How many weeks or months did this payment cover for the ^AT_Q020?
[Min: 1 max: 104] DK, RF

AT1_C112
If AT1_Q111 = DK, RF Go to AT1_Q115
Otherwise, Go to AT1_N112

AT1_N112
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

AT1_Q115
How much was your household’s last payment for the (^AT_Q020)'s vehicle security and communication services?
[Min: -99999997 Max: 99999997] DK, RF

AT1_C116
If AT1_Q115 > 0 Go to AT1_Q116
Otherwise, Go to AT1_Q130

AT1_Q116
How many weeks or months did this payment cover for the (^AT_Q020)?
[Min: 1 max: 52] DK, RF

AT1_C117
If AT1_Q116= DK, RF Go to AT1_Q130
Otherwise, Go to AT1_N117

AT1_N117
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  DK, RF are not allowed.

? AT1_Q130
Last month, how much did your household spend on parking costs for the (^AT_Q020), for example, at work, at school, park-ride and parking meters?
 Do not include parking at place of residence for renters.
[Min: 0 Max: 99999997] DK, RF

AT_R150
The following questions refer to other vehicle-related expenses.

? AT_Q150
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… drivers' licences and tests?
[Min: 0 Max: 99999997] DK, RF

? AT_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… driving lessons?
[Min: 0 Max: 99999997] DK, RF

AT_Q170
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… rental fees for cars, trucks or vans?
Include mileage, insurance charges, taxes and drop-off fees.
Do not include any expenses charged to business.
[Min: 0 Max: 99999997] DK, RF

AT_Q180
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household
spend on:
… children's car seats and boosters?
Include gifts.
Do not include combination stroller, carrier and car seat systems.
[Min: 0 Max: 99999997] DK, RF

Transportation (TR)

TR_R001
The next section refers to spending on transportation services and on hotels, motels and other types of accommodations. Do not include expenses charged to business.

TR_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), has your household had expenses for:
 Interviewer: Refer respondent to page ^aRB_TRQ010 of the Information Guide. Read categories to respondent. Mark all that apply.

• … city or commuter bus, subway, streetcar or commuter train?
• … taxi?
• … other local passenger transportation? (for example, carpooling, airport bus, limousine service or ferry service)
• None of the above Go to TR_Q060
• DK, RF Go to TR_Q060

TR_C020
If TR_Q010 = 1 (city or commuter bus, subway, streetcar or commuter train) Go to TR_Q020
Otherwise, Go to TR_C030

TR_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on transportation by:
… city or commuter bus, subway, streetcar or commuter train?
[Min: 1 Max: 99999997] DK, RF

TR_C030
If TR_Q010 = 2 (transportation by taxi) Go to TR_Q030
Otherwise, Go to TR_C040

TR_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on transportation by:
… taxi?
Include tips.
[Min: 1 Max: 99999997] DK, RF

TR_C040
If TR_Q010 = 3 (other local passenger transportation) Go to TR_Q040.
Otherwise, Go to TR_Q060.

TR_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on transportation by:
… other local passenger transportation, for example, carpooling, airport bus, limousine service or ferry service?
[Min: 1 Max: 99999997] DK, RF

TR_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), has your household had expenses for:
Interviewer: Refer respondent to page ^aRB_TRQ060 of the Information Guide. Read categories to respondent. Mark all that apply.

• … airplane?
• … train?
• … inter-city bus?
• … other inter-city passenger transportation services for example, sightseeing tours, ferry and other water transportation or carpooling?
• None of the above Go to TR_Q100
• DK, RF Go to TR_Q100

TR_C070
If TR_Q060 = 1 (airplane) Go to TR_Q070
Otherwise,  Go to TR_C080

TR_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on transportation by:
… airplane?
[Min: 1 Max: 99999997] DK, RF

TR_C080
If TR_Q060 = 2 (train) Go to TR_Q080
Otherwise, Go to TR_C090

TR_Q080
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on transportation by:
… train?
Include sleeping cars.
[Min: 1 Max: 99999997] DK, RF

TR_C090
If TR_Q060 = 3 (inter-city bus) Go to TR_Q090
Otherwise, Go to TR_C095

TR_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on transportation by:
… inter-city bus?
[Min: 1 Max: 99999997] DK, RF

TR_C095
If TR_Q060 = 4 (Other inter-city passenger transportation services) Go to TR_Q095
Otherwise, Go to TR_Q100

TR_Q095
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on transportation by:
… other inter-city passenger transportation services, for example, sightseeing tours, ferry and other water transportation or carpooling?
[Min: 1 Max: 99999997] DK, RF

? TR_Q100
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… moving, storage and delivery services?
[Min: 0 Max: 99999997] DK, RF

? TR_Q110
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did any member of your household take any trips that included a package, that is, a combination of services for which costs are not identified separately (for example, transportation, accommodation, meals and/or sightseeing?
Do not include package trips to be taken after (^bRMY12E) even if deposits were made between (^aRMY12E and ^bRMY12E).

• Yes
• No
• DK, RF

TR_C120
If TR_Q110 = 1 Go to TR_Q120
Otherwise, Go to TR_R170

? TR_Q120
What was the cost of the package(s)?
[Min: 1 Max: 99999997] DK, RF

TR_R170
The next questions refer to spending on hotel, motel and other types of accommodation.

? TR_Q170
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
Hotels or motels?
Do not include expenses charged against business income and expenses that will be reimbursed.
[Min: 1 Max: 99999997] DK, RF

? TR_Q180
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
other accommodations?
Do not include expenses charged against business income and expenses that will be reimbursed.
[Min: 1 Max: 99999997] DK, RF

Recreational Vehicles (RV)

RV_R001
The next section refers to spending on bicycles and recreational vehicles.

RV_Q005
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on the purchase of bicycles, parts and accessories?
Do not include children’s bicycles with wheels under 35 centimetres (14 inches).
(MIN : 0) (MAX : 99999997), DK, RF

RV_Q010
Interviewer: Refer respondent to page ^aRB_RVQ010 of the Information Guide.
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household own or operate a recreational vehicle (completely or partially) for private use?
Do not include rented or leased vehicles.

• Yes Go to RV_Q020
• No Go to RV_Q090
• DK, RF
  Go to RV_Q090

RV_Q020
Please list all recreational vehicles that anyone in your household owned or operated and used completely or partially for private use.
Interviewer: Enter the description used by the respondent. RF, DK and null are not valid answers.

RV_B030
Call Block RV1 (Up to 10 times) or Depending of number vehicles as listed at RV_Q020.
Pass RV_Q020 (description of each vehicle) to RV1.
? RV1_Q030 Interviewer: If necessary, ask: Which of the following best describes the (^RV_Q020)? Is it:

• … a motorcycle?
• … a snowmobile?
• … a tent trailer?
• … a travel trailer?
• … a truck camper?
• … a non-motorized watercraft?
• … a motorized watercraft?
• … a motor home?
• … an all-terrain vehicle?
• … a utility trailer?
• Other – Specify Go to RV1_S030
• DK, RF

Go to RV1_Q040

RV1_S030
Which of the following best describes the (^RV_Q020)? Is it:
Other – Specify
Interviewer: Specify.
DK, RF (Empty is not a valid response)

RV1_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household buy the (^RV_Q020)?

• Yes
• No
• DK, RF

RV1_C060
If RV1_Q040 = 1 Go to RV1_Q060
Otherwise Go to RV1_Q070

RV1_Q060
What was the purchase price after the trade-in allowance was deducted for the (^RV_Q020)?
Include all sales taxes.
[Min: 1 Max: 99999997] DK, RF

? RV1_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… insurance premiums for the (^RV_Q020)?
[Min: 0 Max: 99999997 DK, RF

? RV1_Q080
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… registration fees and licenses for the (^RV_Q020)?
[Min: 0 Max: 99999997] DK, RF

?RV1_Q085
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… parking, hangar and airport fees, mooring and boat storage, harbour dues  for the (^RV_Q020)?
[Min: 0 Max: 99999997] DK, RF

RV_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much were your household's total expenses for rented or leased recreational vehicles?
Min: 0 Max: 99999997] DK, RF

Recreation and Education (RE)

RE_R001
The next section refers to spending related to education and recreation.

RE_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), has your household had expenses for:
Interviewer: Refer respondent to page ^aRB_REQ010 of the Information Guide. Read categories to respondent. Mark all that apply.

• … tuition fees for nursery school, kindergarten, elementary or secondary education?
  (Include special and private schools.)
  (Do not include day care expenses and lodging expenses.)
• … tuition fees for university?
  (Do not include lodging expenses.)
• … tuition fees for other post-secondary education? (for example, college, trade and professional courses)
• … other educational services? (for example, tutoring, rental of books and equipment)
• … other courses and lessons? (for example, music, dancing, sports and crafts)
  (Do not include driving lessons and membership fees.)
• None of the above Go to RE_Q070
• DK, RF Go to RE_Q070

RE_C020
If RE_Q010 = 01 ( nursery school, kindergarten, elementary or secondary education) Go to RE_Q020
Otherwise, Go to RE_C030

? RE_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on tuition fees for:
… nursery school, kindergarten, elementary or secondary education?
Include special and private schools.
Do not include day care expenses and lodging expenses.
[Min: 1 Max: 99999997] DK, RF

RE_C030
If RE_Q010 = 02 (university) Go to RE_Q030
Otherwise, Go to RE_C040

? RE_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on tuition fees for:
… university?
Do not include lodging expenses.
[Min: 1 Max: 99999997] DK, RF

RE_C040
If RE_Q010 = 03 (other post-secondary education) Go to RE_Q040
Otherwise, Go to RE_C050

RE_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on tuition fees for:
… other post-secondary education, for example, college, trade and professional courses?
[Min: 1 Max: 99999997] DK, RF

RE_C050
If RE_Q010 = 04 (other educational services) Go to RE_Q050
Otherwise, Go to RE_C060

RE_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… other educational services, for example, tutoring, rental of books and equipment?
[Min: 1 Max: 99999997] DK, RF

RE_C055
If RE_Q050 > 1 or DK, RF Go to RE_Q055
Otherwise, Go to RE_C060

RE_Q055
What were these other educational services (for example, tutoring, rental of books and equipment)?
Interviewer: Specify.
DK, RF

RE_C060
If RE_Q010 = 05 (other courses and lessons) Go to RE_Q060
Otherwise, Go to RE_Q070

? RE_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… other courses and lessons, for example, music, dancing, sports and crafts?
Do not include driving lessons and membership fees.
[Min: 1 Max: 99999997] DK, RF

RE_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… children's camps, for example, day camps, summer camps?
[Min: 0 Max: 99999997] DK, RF

? RE_Q080
(In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… single usage and membership fees for sports activities, athletic/recreation facilities and health clubs?
Do not include courses and lessons.
[Min: 0 Max: 99999997] DK, RF

? RE_Q090
(In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on: )
… collectors' items, for example, stamps, coins?
Do not include works of art and antiques.
[Min: 0 Max: 99999997] DK, RF

Miscellaneous Expenses (ME)

ME_R001
The next section refers to expenses for various services.

? ME_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… stock and bond commissions?
[Min: 0 Max: 99999997] DK, RF

? ME_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… administration fees for brokers and other similar fees?
[Min: 0 Max: 99999997] DK, RF

? ME_Q030
(In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… legal services?
Do not include expenses related to dwellings, for example, purchase or sale of homes.
[Min: 0 Max: 99999997] DK, RF

ME_Q040
(In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… funeral services, pre-paid funerals, cemetery plots and upkeep, and tombstones?
Do not include flowers.
[Min: 0 Max: 99999997] DK, RF

? ME_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household lose on:
… deposits, fines, and lost or stolen money?
Include money paid for traffic and parking tickets.
[Min: 0 Max: 99999997] DK, RF

ME_R060
For the next questions, please note that the reference period is 3 months.

? ME_Q060
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… service charges for banks and other financial institutions?
Include safety deposit box charges.
[Min: 0 Max: 99999997] DK, RF

ME_Q070
In the last 3 months, (from ^aRMY3E to ^bRMY3E, how much did your household spend on:
… financial services, for example, financial planning, tax preparation and advice, accounting services?
[Min: 0 Max: 99999997] DK, RF

? ME_Q080
(In the last 3 months, from ^aRMY3E to ^bRMY3E, how much did your household spend on:
… government services, for example, passports, birth certificates, citizenship, visas, and marriage licences?
Do not include vehicle registrations and driver’s licences.
[Min: 0 Max: 99999997] DK, RF

? ME_Q090
(In the last 3 months, from ^aRMY3E to ^bRMY3E, how much did your household spend on:
… wholesale/retail memberships?
[Min: 0 Max: 99999997] DK, RF

? ME_Q100
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… contributions and dues for social clubs, co-operatives, political and fraternal organizations and alumni associations?
Do not include charitable organizations and sports activities.
[Min: 0 Max: 99999997] DK, RF

ME_Q110
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… expenses for housekeepers, cleaners, house-sitters?
[Min: 0 Max: 99999997] DK, RF

ME_Q120
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… laundry and dry-cleaning services?
Include diaper service.
[Min: 0 Max: 99999997] DK, RF

ME_Q130
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… coin-operated washers, dryers and self-service dry-cleaning?
[Min: 0 Max: 99999997] DK, RF

ME_Q140
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
…horticultural services, snow and garbage disposal?
Include groundskeeping, planting, pruning, tree removal, spraying, consulting services, soil and plant testing, landscape design services.  Do not include expenses already reported in the section on improvements and repairs of principal residence.
[Min: 0 Max: 99999997] DK, RF

ME_Q150
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
…veterinarian services and kennels, grooming and other pet-related services?
[Min: 0 Max: 99999997] DK, RF

ME_Q160
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on these types of photographic services?
Interviewer:  Refer respondent to page ^aRB_MEQ160 of the Information Guide.

• Film processing
• Processing of digital images
• Extra prints
• Enlargements
• Dry mounting of pictures/posters
• School pictures services
• Passport photo services
• Photographer’s services

(MIN : 0) (MAX : 99999997) DK, RF

ME_R170
The following questions are asked to obtain details on how purchases were made by the household. These questions provide additional details and expenses may have already been reported in other sections of the questionnaire.  The reference period is 3 months.

ME_Q170
In the last 3 months, from ^aRMY3E to ^bRMY3E, did your household purchase any goods or services through direct sales?
For example, the Internet; mail order companies; catalogue sales; infomercials or other television offers; book, music or video clubs; door-to-door salespeople.

• …Yes Go to ME_Q180
• …No Go to ME_Q210
• DK , RF
  Go to ME_Q210

ME_Q180
Interviewer: Refer respondent to page (^aRB_MEQ180) of the Information Guide. Read categories to respondent. Mark all that apply.
Which of the following types of purchases were done through direct sales? Was it:

• … food and beverages?
• … books, newspapers and magazines?
• … clothing, cosmetics and jewellery?
• … home entertainment products, for example, CDs, audio equipment, computers?
• … other products, for example, appliances, cleaners, toys, crafts, greenhouse or nursery products?
• … travel services?
• Others services - Specify (Go to ME_S180)
  DK, RF

ME_S180
Which of the following types of purchases were done through direct sales?
Interviewer: Specify, DK,RF

ME_Q190
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on goods or services purchased through:
… direct sales over the Internet?
[Min: 0 Max: 99999997] DK, RF

ME_Q200
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on goods or services purchased through:
… other types of direct sales?
Do not include direct sales done over the Internet.
[Min: 0 Max: 99999997] DK, RF

ME_R210
The following questions refer to spending on goods and services purchased outside Canada.  These questions provide additional details and expenses may have already been reported in other sections of the questionnaire.  The reference period is still 3 months.

? ME_Q210
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… trips outside Canada?
Include accommodation, transportation within countries or states visited, food and beverages, recreation and entertainment and other expenses.  Include transportation services purchased from foreign carriers to leave Canada. Do not include expenses charged against business income and expenses that will be reimbursed.
[Min: 0 Max: 99999997] DK, RF

ME_C215
If ME_Q210 > 0, go to ME_Q215.
Otherwise, go to ME_Q220.

ME_Q215
These trip expenses were mostly made in...?
Interviewer: Read categories to respondent.

• The United States
• Countries other than the United States

[Min: 0 Max: 99999997] DK, RF

? ME_Q220
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on:
… goods and services purchased outside Canada?
[Min: 0 Max: 99999997] DK, RF

Personal Income (IN)

IN_R001
The next part of this interview asks about personal income.

? IN_Q001
To the best of your knowledge, what is the total income from all sources before taxes and deductions in (^aSY-1) for ^DT_yourhousehold?
[Min: 0 Max: 99999997] DK, RF

IN_C002
If IN_Q001 = DK, RF Go to IN_Q002
Otherwise, Go to IN_R010

IN_Q002
Among the following categories, can you estimate the total income for ^DT_yourhousehold in ^aSY-1? Was it:
Interviewer: Refer respondent to page ^aRB_INQ002 of the Information Guide.

• … less than $10,000 (includes income loss)?
• … $10,000 to less than $20,000?
• … $20,000 to less than $30,000?
• … $30,000 to less than $40,000?
• … $40,000 to less than $50,000?
• … $50,000 to less than $60,000?
• … $60,000 to less than $80,000?
• … $80,000 to less than $100,000?
• … $100,000 and over?
• DK, RF

IN_R010
With your permission, we can access information collected under the Income Tax Act instead of interviewing you about income in (^aSY-1/^aSY). The information we obtain will include your income from work, income from government payments, and the amount of income tax paid. This would shorten the interview.

The Statistics Act requires that all personal information you provide is kept strictly confidential, including names and any other information that could be used to identify a person or a family.

Interviewer:  This question will be asked to respondent for all members of his/her economic family.

IN_B010
If HC_N020[PersonID] =  HC_N020[DV_PPIOrig] and Age > 15, call Block IN0.

IN1_Q010
^DT_Doyou give permission to Statistics Canada to use ^DT_Your information collected under the Income Tax Act, for the purpose of this survey for the years (^aSY-1 and ^aSY)?

• Yes
• No
  DK, RF are not allowed.

IN_C011
If HC_N020[PersonID] < >  HC_N020[DV_PPIOrig] and Age > 15, then go to IN_N011.
Otherwise, go to IN_B012B.

IN_N011
Interviewer:  If unrelated members are available, you can ask them their permission.  Otherwise, the respondent will have to answer all questions on income for unrelated members.

IN_Q011
Is anyone outside your economic family available to provide permission?

• Yes
• No

DK, RF are not allowed.

IN_C012
If IN_Q011 = 1 then go to IN_Q012
Otherwise, go to IN1_Q020

IN_Q012
Can you tell me who they are?
Interviewer: If there is more than one person for a specific economic family, one person can give permission for everyone in their family. Mark all that apply.

Display the list of names with their family unit code for all members where HC_N020[PersonID] NE HC_N020[DV_PPIOrig] as possible answer.  The export file will only contain person numbers. Also display category #21 along with text “No one else available”.
DK/RF is not allowed.

IN_C012B
If Age > 15, go to IN1_Q020.
Otherwise, go to IN_Q430.

? IN1_Q020
In (^aSY-1), how many weeks (^DT_did1) work:
… full-time, including holidays with pay? Full-time is defined as 30 hours and more per week.
[Min: 0 Max: 52] DK, RF

? IN1_Q030
In (^aSY-1), how many weeks (^DT_did1) work:
… part-time, including holidays with pay? Part-time is defined as less than 30 hours per week.
[Min: 0 Max: 52] DK, RF

IN1_Q035
During (^aSY-1), what (^DT_was )income:
… from scholarships, bursaries or fellowships?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q036
During (^aSY-1), what (^DT_was) income:
… from support payments from a former spouse or partner?
Include alimony, separation allowance or child support.
[Min: 0 Max: 99999997] DK, RF

IN1_C040
If IN1_Q010 = 1 Go to IN1_Q370
Otherwise, Go to IN1_Q040

? IN1_Q040
During (^aSY-1), what (^DT_was) income:
… from wages and salaries from all jobs, before deductions, including tips and commissions.
[Min: 0 Max: 99999997] DK, RF

? IN1_Q050
During (^aSY-1), what (^DT_was) income:
… from farm self-employment net income?
Include farm program payments and rebates, Canadian wheat board payments and crop insurance.
[Min: -9999997 Max: 99999997] DK, RF

? IN1_Q060
During (^aSY-1), what (^DT_was) income:
… from non-farm self-employment net income?
Include business, professional, commission and fishing net income.
[Min: -9999997 Max: 99999997] DK, RF

? IN1_Q070
During (^aSY-1), what (^DT_was) income:
… from interest on bank accounts and other deposits, savings certificates, Canada Savings Bonds and other bonds?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q080
During (^aSY-1), what (^DT_was) income:
… from taxable amount of dividends?
Include eligible and other than eligible dividends.
[Min: 0 Max: 99999997] DK, RF

IN1_C085
If IN1_Q080 > 0 Go to IN1_Q085
Otherwise, Go to IN1_Q090

? IN1_Q085
During (^aSY-1), what (^DT_was) income:
… from taxable amount of dividends other than eligible dividends?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q090
During (^aSY-1), what (^DT_was) income:
… from taxable capital gains?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q100
During (^aSY-1), what (^DT_was) income:
… from other investment income?
[Min: -9999997 Max: 99999997] DK, RF

? IN1_Q110
During (^aSY-1), what (^DT_was) income:
… from Universal Child Care Benefit, Canada Child Tax Benefit and provincial or territorial child tax credits or benefits?
Interviewer: The benefits should be reported by the person who requested the exemption for the child(s) to which the benefits go to.
[Min: 0 Max: 99999997] DK, RF

IN1_C120
If all members of the household are < 60 years of age Go to IN1_Q130
Otherwise Go to IN1_Q120

? IN1_Q120
During (^aSY-1), what (^DT_was) income:
… from Old Age Security pension, Guaranteed Income Supplement and Spouse’s Allowance from the federal government?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q130
During (^aSY-1), what (^DT_was) income:
… from Canada or Quebec Pension Plan benefits (CPP/QPP)?
[Min: 0 Max: 99999997] DK, RF

IN1_C135
If IN1_Q130 > 0 Go to IN1_Q135
Otherwise, Go to IN1_Q140

? IN1_Q135
During (^aSY-1), what (^DT_was) income:
… from Disability Benefits included in Canada or Quebec Pension Plan Benefits (CPP/QPP)?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q140
During (^aSY-1), what (^DT_was) income:
… from Employment Insurance benefits or the Quebec Parental Insurance Plan?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q150
During (^aSY-1), what (^DT_was) income:
… from social assistance and other income supplements from provincial or municipal sources?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q160
During (^aSY-1), what (^DT_was) income:
… from Worker’s compensation benefits?
[Min: 0 Max: 99999997] DK, RF

IN1_Q170
During (^aSY-1), what (^DT_was) income:
… from Goods and Services Tax/Harmonized Sales Tax (GST/HST) Credit?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q180
During (^aSY-1), what (^DT_was) income:
… from provincial and territorial tax credits?
[Min: 0 Max: 99999997] DK, RF

IN1_Q190
During (^aSY-1), what (^DT_was) income:
… from Veterans’ Pensions and Civilian War Pensions and allowances?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q200
During (^aSY-1), what (^DT_was) income:
… from other government sources?
[Min: 0 Max: 99999997] DK, RF

IN1_C205
If IN1_Q200 > 0 Go to IN1_Q205
Otherwise, Go to IN1_Q210

IN1_Q205
What were these other government sources?
Interviewer: Specify.
DK, RF Empty is not a valid response.

? IN1_Q210
During ^aSY-1, what ^DT_was income:
… from retirement pensions?
Include superannuation, RRIF payments and annuities, deferred profit sharing plans and other private pension plans.
[Min: 0 Max: 99999997] DK, RF

IN1_C211
If (IN1_Q0210 > 0 and (MSNC_Q01 = 1 (married) or 2 (common-law))) Go to IN1_Q211
Otherwise, Go to IN1_Q220

IN1_Q211
Individuals may split eligible pension income with their spouse or common-law partner to reduce income taxes. ^DT_Did2 split pension income with ^DT_your spouse or common-law partner?

• Yes
• No
• DK, RF

IN1_C212
If IN1_Q211 = 1 Go to IN1_Q212
Otherwise, Go to IN1_Q220

IN1_Q212
^DT_Did2:

Interviewer: If line 116 on the T1 return was greater than zero, then pension income was received. If line 210 was greater than zero, then pension income was transferred.

• … transfer split-pension income?
• … receive split-pension income?
• DK, RF

? IN1_Q220
During (^aSY-1), what (^DT_was) income:
… from RRSP annuities?
Do not include RRSP withdrawals.
[Min: 0 Max: 99999997] DK, RF

? IN1_Q230
During (^aSY-1), what (^DT_was) income:
… from RRSP withdrawals?
[Min: 0 Max: 99999997] DK, RF

? IN1_Q240
During (^aSY-1), what (^DT_was) income:
… from other sources?
[Min: 0 Max: 99999997] DK, RF

IN1_C245
If IN1_Q240 > 0 Go to IN1_Q245
Otherwise, Go to IN1_C250

IN1_Q245
What were these other income sources?
Interviewer: Specify.
DK, RF (Empty is not a valid response).

IN1_C250
If sum of (IN1_Q036, IN1_Q040, IN1_Q050, IN1_Q060, IN1_Q070, IN1_Q080 IN1_Q085, IN1_Q090, IN1_Q100, IN1_Q110, IN1_Q120, IN1_Q130, IN1_Q140, IN1_Q150, IN1_Q160, IN1_Q170, IN1_Q180, IN1_Q190, IN1_Q200, IN1_Q210, IN1_Q220, IN1_Q230, IN1_Q240) Not Equal to 0, go to IN1_Q260.
Otherwise, Go to IN1_Q250

IN1_Q250
During (^aSY-1), what was ^DT_totalE1?
Interviewer: This question is used to record the total amount for income for each person when the respondent cannot provide detailed income.
[Min: -9999997 Max: 99999997] DK, RF

? IN1_Q260
During (^aSY-1), how much ^DT_did1 pay:
… for income tax on (federal, provincial and territorial)?
Include taxes paid in (^aSY) on (^aSY-1) income.
Include arrears and back taxes.
[Min: 0 Max: 99999997] DK, RF

? IN1_R290
The following questions concern security and employment-related payments.
Do not include RRSP contributions.

? IN1_Q300
During (^aSY-1), how much ^DT_did1 pay:
… for employment insurance and Quebec parental insurance (deductions from pay)?
[Min: 0 Max: 99999997] DK, RF

IN1_Q320
During (^aSY-1), how much ^DT_did1 pay:
… for Canada/Quebec pension plan?
Interviewer: (^aSY-1) maximums for employees (^CppPremiumLow) and self-employed (^CppPremiumLow x 2) but overpayment is possible, especially if respondent had several jobs.
[Min: 0 Max: 99999997] DK, RF

? IN1_Q340
During (^aSY-1), how much ^DT_did1 pay:
… for professional membership dues or professional malpractice liability insurance premiums?
Do not include union dues.
[Min: 0 Max: 99999997] DK, RF

IN1_Q350
During (^aSY-1), how much ^DT_did1 pay:
… for union dues?
[Min: 0 Max: 99999997] DK, RF

IN1_Q360
During (^aSY-1), what were ^DT_totalE2 total employer pension plan contributions?
[Min: 0 Max: 99999997] DK, RF

IN1_Q370
During (^aSY-1), how much ^DT_did1 pay:
… for support payments to a former spouse or partner?
Include alimony, separation allowance or child support.
[Min: 0 Max: 99999997] DK, RF

? IN1_Q380
During (^aSY-1), how much ^DT_did1 pay:
… for premiums on life, term and endowment insurance?
Include loan and group insurance.
Include premiums for persons 15 years and under with the household member paying the premiums.
[Min: 0 Max: 99999997] DK, RF

? IN1_Q390
During (^aSY-1), how much ^DT_did1 pay:
… for annuity contracts and transfers to RRIFs?
[Min: 0 Max: 99999997] DK, RF

IN1_R400
The following questions refer to registered or tax-sheltered saving plans. Please report total amount or value of all plans.

? IN1_Q400
Presently, how much ^doyou have in:
… Registered Retirement Savings Plans (RRSPs) or Locked-in Retirement Accounts (LIRAs)?
Please report total amount (value of all plans, not just this year’s contribution).
[Min: 0 Max: 99999997] DK, RF

? IN1_Q410
Presently, how much ^doyou have in:
… Registered Retirement Income Funds (RRIFs), including Life Income Funds (LIFs) and Locked-in Retirement Income Funds (LRIFs)? Please report total amount (value of all plans, not just this year’s contribution).
[Min: 0 Max: 99999997] DK, RF

? IN1_Q420
Presently, how much ^DT_doyou have in:
… Tax-Free Savings Plans (TFSA)? Please report total amount (value of all accounts, not just this year’s contribution).
[Min: 0 Max: 99999997] DK, RF

? IN1_Q430
Presently, how much ^DT_doyou have in:
… Registered Education Savings Plans (RESPs)?
Please report total amount (value of all plans, not just this year’s contribution) for all children.
[Min: 0 Max: 99999997] DK, RF

Money Gifts and Contributions (MC)

MC_R001
The following questions concern money gifts and contributions.

MC1_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much ^HaveYou spent on:
… money gifts given to persons living in Canada?
Do not include money gifts exchanged between household members.
[Min: 0 Max: 99999997] DK, RF

MC1_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much <^did> spend on:
… money gifts given to persons living outside Canada?
[Min: 0 Max: 99999997] DK, RF

MC1_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much ^did spend on charitable contributions to:
… religious organizations?
[Min: 0 Max: 99999997] DK, RF

MC1_Q040
In the last 12 months, from (^aRMY12E to <^bRMY12E), how much ^HaveYou spent on charitable contributions to:
… other charitable organizations, for example, workplace charitable campaigns, Heart Fund, Cancer Society?
[Min: 0 Max: 99999997] DK, RF

Money Received (MR)

MR_R001
The following question is concerning money received.

MR_Q010
In the last 12 months, from (^aRMY12E to <^bRMY12E), how much ^has received in money gifts from persons outside your household, in cash inheritances or in life insurance settlements?
[Min: 0 Max: 99999997] DK, RF

Diary Drop-off (DD)

DD_N005
Interviewer: Re-introduce the diary as the continuation of the interview. Provide the respondent with the ^DT_Diary, Diary Guide and the pen.

Review the following with the respondent:
All expenses for all members of the household are to be reported in the diary.

Explain that there are two options for recording each expense – provide the receipt OR record the expense in the diary (do not write expenses in the diary if receipts provided).

Emphasize that the date of purchase should be entered in the diary and should be added to the receipt if it is missing.
Emphasize the fact that <no spending> should be written in the first section of the diary for the days when the household did not spend any money.
Explain that personal information on the receipts can be blanked out before putting them in the envelope.
Explain the information that should be added to receipts.
Review the two sections of the diary.
Review the list of what should be recorded in the diary and what shouldn’t be recorded.
Review the list of easily forgotten items (in Information Guide).
Encourage the use of a black ink pen to write on receipts and in the diary.

DD_R010
Do you have any questions?

DD_R020
Please start the diary tomorrow, that is, ^DiaryStart.
Interviewer: Write the start date in the appropriate box in the diary.

DD_R030
The last day for recording expenses in the diary is ^DiaryEnd.
 Interviewer: Enter the end date in the appropriate box in the diary.

DD_R040
I will be contacting you in a few days to see how the completion of your diary is going. What would be the best time to call you?
Interviewer: Make an appointment using (<Shift F11>) for day 2 (^CallBackChoice1) or day 3 (^CallBackChoice2). Enter the information on the front cover of the diary.

DD_N050
Interviewer: Indicate if the respondent has accepted the diary.

• Accepted diary
• Refused diary
  DK, RF are not allowed.

Living Quarters (LQ)

LQ_Q01
Is there another set of living quarters within this structure?

• Yes
• No go to END_BLOCK
• DK, RF go to END_BLOCK

LQ_N02
Interviewer: Remember to verify the cluster list and add one or more multiples if necessary.
DK, RF are not allowed.

Multiple Creation (MU)

MU_N01
Interviewer: Do you want to generate multiples?

• Yes Multiple Interview
• Yes Multiple Dwellings
• No
  DK, RF are not allowed.
  If MU_N01 = 2 (No), Go to END_BLOCK

MU_N02
Interviewer: Enter number of multiples (between 1 and 9).

Thank You (TY)

TY_R01
Thank you for your participation in the Survey of Household Spending.
DK, RF are not allowed.

Thank You 1 (TY1)

TY1_R01
Thank you for your time.
DK, RF are not allowed.

Outcome Code (OC)

OC_N01
Interviewer: Is the case in-progress or final?

• In-progress
• Final go to OC_N03
  DK, RF are not allowed.

OC_N02
Interviewer: Assign the appropriate in-progress outcome code.
DK, RF are not allowed.

OC_N03
Interviewer: Assign the appropriate final outcome code.
DK, RF are not allowed.

OC_C04
If Final Outcome Code = 80 "Refusal", go to OC_N04. If Final Outcome Code = 90
"Unusual/Special circumstances" go to OC_N05
Otherwise, go to END_BLOCK

OC_N04
Interviewer: Record the reason for the refusal.

• Dangerous / rude attitude
• Won't answer the door
• Not interested / doesn't want to participate
• Doesn't want to be disturbed
• Doesn't have the time
• Against the government or Statistics Canada
• Doesn't believe in or want to hear about statistics
• Doesn't believe in or want to hear about surveys
• Recently completed a survey (doesn't want to again)
• Doesn't believe the info is secure (confidentiality)
• Doesn't want to give personal information
• Says not obligated / wants legal proof
• Can get info somewhere else (e.g., Revenue Canada)
• Adamant refusal (no reason, e.g., shuts the door or hangs up the phone)
• Doesn't want to continue the survey (no more follow-ups)
• Same household, refusal maintained (for follow-ups only)
• Why me? Tells you to choose someone else
• Other – Specify go to OC_S04
  DK, RF are not allowed.

OC_C04A
If not 18 "Other - Specify" go to END_BLOCK

OC_S04
Interviewer: Specify. DK, RF are not allowed.

OC_N05
Interviewer: Record the reason for the non-interview.

• Illness or death in family
• Recovering from natural disaster
• Other – Specify
  DK, RF are not allowed.

OC_C05
If not 3 "Other - Specify" go to END_BLOCK

OC_S05
Interviewer: Specify.
DK, RF are not allowed.

Action Code (AC)

AC_N01
Interviewer: Do you wish to assign an action code to this case?

• Yes
• No, (Go to END_BLOCK)
  DK, RF are not allowed.

AC_N02
Interviewer: Select the action code to be assigned to the case.

• Proceed to interview
• Attempt to interview - letter sent
• Attempt to interview - respondent contacted
• Do not interview again unless complete change in household membership
• Do not interview again under any circumstances
• Retain in RO
  DK, RF are not allowed

Your diary of daily expenses

Diary Start Date
DD MM

Diary End Date
DD MM

Food from stores and other goods and services

Item #
Date of expense
dd/mm (Example: 21/06)

Description of item

Write one item per line. See page 6 in the Diary Guide for help with this section.

Reminder: Please enter snacks, beverages and meals paid from restaurants or fast-food outlets in the section that begins on page 7.

Cost - Do not include taxes.  $ ¢ 

For example:

21/06 NO SPENDING
22/06 GAS 36.00

Snacks, beverages and meals purchased from restaurants or fast-food outlets

Item #
Date of expense
dd/mm (Example: 22/06)

Restaurant code

Codes:

A = Table Service
B = Fast Food
C = Cafeteria
D = Other

See page 9 in the Diary Guide for full descriptions.

Check () the meal type

Breakfast
Lunch
Dinner
Snack or Beverage

Number of meals paid - Include meals paid for people who do not live with you.

Total cost - Include all taxes, tips and alcoholic beverages. $ ¢

Alcoholic beverages - If alcoholic beverages are included in the total cost, please provide an estimated cost. $  ¢

For example:

22/06 A () 02 25.74
22/06 D () 00 2.36

For office use only

Please do not write on this page.

Your interviewer will ask you the questions on this page when he/she returns to pick up this Diary of Daily Expenses.

1. Did you write “no spending” in the diary for the days with no spending for all members of your household?

1. Yes
2. No
3. Sometimes
4. Made a purchase every day

2. Respondent comments:

3. Some expenses such as gas and other related vehicle costs, lottery tickets, cigarettes and newspapers, meals and beverages bought outside your home, leisure or sport activities, or hair salon and postal services are easily forgotten. Did you, or any member of your household, forget to record any of these expenses or any other expense in the diary?

1. Yes - go to #4
2. No - go to #5.

4. Please list the items that have been missed. Interviewer: Enter the description used by the respondent.

Description
Cost

5. During the 14 days when you were recording your purchases in the diary, were any members of your household away from home for overnight or longer?

1. Yes - go to #6
2. No - Thank you for participating in this survey.

6. Did you remember to include in the diary, expenses made while away from home such as gas, grocery, restaurant meals, snacks and beverages, admittance fees to tourist attractions and souvenirs?

1. Yes – Thank you for participating in this survey.
2. No – go to #7

7. Please list all the items. Do not include expenses that will be reimbursed. Interviewer:  Enter the description used by the respondent.

Description
Cost

Comments

---

An interviewer will call you on:

Your completed diary will be picked up on:

At:

Thank you! 

We greatly appreciate your participation.

Collected under the authority of the Statistics Act.

Revised Statutes of Canada, 1985, Chapter s19.

Confidential when completed

Unified Enterprise Survey - Annual

Reporting Guide

This guide is designed to assist you as you complete the 2012 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

Help Line: 1-800-972-9692

Table of contents

B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
F - Industry characteristics
G - Personnel
H - Sales by type of client
I - Sales by client location
J - International transactions
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

1. Please describe the nature of your business.

To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.

2. Please check the one main activity which most accurately represents your main source of revenue.

A "business unit" is defined as a level of the firm for which separate records are kept for revenues, expenses and employment. The information technology industries covered by this survey are defined using the North American Industry Classification System (NAICS). The NAICS is part of an international framework to allow for the comparison of industrial performance between different countries. The three industries covered are:

• software publishers (includes packaged software development and publishing);
• data processing, hosting and related services (includes web hosting, streaming services, application hosting, processing and preparation of reports from data supplied by the customer, optical scanning, data entry etc.);
• computer systems design and related services (includes information technology consulting, systems and network design, systems engineering, customized software programming and integration, website design and development, etc.).

In order to help you choose the category that best describes the activity of your business, we include a formal definition of the inclusions and exclusions of each category below. If you require further help on this question, or if you feel that you are part of another NAICS industry, please call our help line.

Software publishers

This industry comprises commercial units primarily engaged in publishing computer software, usually for multiple clients and generally referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Include:

• computer software publishing (including designing and developing), packaged;
• computer software, all formats, packaged, publishers;
• games, computer software, packaged, publishers;
• publishers, packaged computer software, all formats.

Exclude:

• mass duplication of software;
• reselling packaged software;
• publishing software exclusively on the Internet;
• providing access to software for clients from a central host site;
• custom designing software to meet the needs of specific users.

Data processing, hosting, and related services

This industry comprises commercial units primarily engaged in providing hosting or data processing services. Hosting establishments may provide specialized hosting activities, such as web hosting, streaming services or application hosting, or may provide general time-share mainframe facilities to clients. Data processing establishments may provide complete processing and preparation of reports from data supplied by the customer; specialized services, such as automated data entry; or they may make data processing resources available to clients on an hourly or time-sharing basis.

Include:

• application hosting;
• automatic data processing, computer services;
• computer input preparation services;
• computer processing;
• computer time-sharing services;
• computer time, rental;
• computer processing services;
• data entry services;
• data processing, computer services;
• disk and diskette conversion services;
• leasing of computer time;
• microfilm recording and imaging service;
• optical scanning data services;
• service bureaus, computer;
• web hosting.

Exclude:

• processing financial transactions;
• computer facilities management;
• data keying or keypunch services, text processing or desktop publishing;
• access to microcomputers and office equipment from a retail location.

Computer systems design and related services

This industry comprises commercial units primarily engaged in providing expertise in the field of information technologies through one or more activities, such as writing, modifying, testing and supporting software to meet the needs of a particular customer. This includes: the creation of Internet home pages; planning and designing computer systems that integrate hardware, software and communication technologies; on-site management and operation of clients’computer and data processing facilities; providing advice in the field of information technologies; and other professional and technical computer-related services.

Include:

• application software programming services, custom;
• CAD/CAM systems services;
• CAE (computer-aided engineering) systems services;
• computer consulting services;
• computer disaster recovery services;
• computer facilities management services;
• computer hardware consulting services;
• computer programming services, custom;
• computer programs or systems software development, custom;
• computer software consulting services;
• computer software programming
  services, custom;
• computer software systems analysis and design, custom;
• computer systems analysis and design services;
• computer systems design consulting services;
• computer systems integrators;
• computer-aided design (CAD) systems services;
• data processing facilities management services;
• design and system analysis, computer services (software);
• facilities management services, computer;
• facilities support services, computer;
• information management system design services, computer;
• internet page design services, custom;
• local area network (LAN) systems integrators;
• management information systems design consulting services;
• office automation, computer systems integration;
• requirements analysis, computer hardware;
• software installation services;
• systems engineering (system integration);
• systems integration, computer;
• web page developing.

Exclude:

• retailing computer hardware and software and providing support services;
• publishing packaged software;
• providing data processing services.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2012 and March 31, 2013. Please indicate the reporting period covered by this questionnaire.

D - Revenue

A detailed breakdown may be requested in other sections.

1. Sales of goods and services (e.g., rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.

Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business’s ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.

Include:

• sales from Canadian locations (domestic and export sales);
• transfers to other business units or a head office of your firm.

Exclude:

• transfers into inventory and consignment sales;
• federal, provincial and territorial sales taxes and excise duties and taxes;
• intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

• non-repayable grants, contributions and subsidies from all levels of government;
• revenue from private sector (corporate and individual) sponsorships, donations and fundraising.

3. Royalties, rights, licensing and franchise fees

A royalty is defined as a payment received by the holder of a copyright, trademark or patent.

Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.

4. Investment income (dividends and interest)

Investment income is defined as the portion of a company’s income derived from its investments, including dividends and interest on stocks and bonds.

Include interest from:

• foreign sources;
• bonds and debentures;
• mortgage loans;
• G.I.C. interest;
• loan interest;
• securities interest and deposits with bank interest.

Exclude:

• equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

• amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

1. Salaries and wages of employees who have been issued a T4 statement

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.

Include:

• vacation pay;
• bonuses (including profit sharing);
• employee commissions;
• taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
• severance pay.

Exclude:

• all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

• health plans;
• insurance plans;
• employment insurance;
• pension plans;
• workers’ compensation;
• contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
• contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

• commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

• legal;
• accounting and auditing;
• consulting;
• education and training;
• appraisal;
• management and administration.

5. Subcontract expenses (include contract labour, contract work and custom work)

Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.

Include:

• hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

• parent company reimbursement expenses and interdivisional expenses.

7. Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)

Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.

Include:

• goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
• materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

• direct and indirect labour costs (salaries, wages, benefits, and commissions);
• overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

• office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
• diskettes and computer upgrade expenses;
• data processing.

Exclude:

• postage and courier;
• telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

• lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
• motor vehicle rental and leasing expenses;
• rental and leasing of computer and peripheral expenses;
• studio lighting and scaffolding, and other machinery and equipment expenses;
• fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:

• buildings and structures;
• vehicles (including vehicle fuel);
• machinery and equipment;
• security equipment;
• costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

• professional and other liability insurance;
• motor vehicle and property insurance;
• executive life insurance;
• bonding, business interruption insurance and fire insurance.

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

• newspaper advertising and media expenses;
• catalogues, presentations and displays;
• meeting and convention expenses;
• tickets for theatre, concerts and sporting events for business promotion;
• fundraising expenses.

13. Travel, meals and entertainment

Include:

• passenger transportation, accommodation and meals while travelling;
• other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

• diesel, fuel wood, natural gas, oil and propane;
• sewage.

Exclude:

• energy expenses covered in your rental and leasing contracts;
• vehicle fuel.

15. Property and business taxes, licences and permits

Include:

• property taxes paid directly and property transfer taxes;
• vehicle licence fees;
• beverage taxes and business taxes;
• trade licence fees;
• membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

• amounts paid to holders of patents, copyrights, performing rights and trademarks;
• gross overriding royalty expenses and direct royalty costs;
• resident and non-resident royalty expenses;
• franchise fees.

17. Delivery, warehousing, postage and courier

Include:

• amounts paid for courier, custom fees, delivery and installation;
• distribution, ferry charges and cartage;
• freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

• explicit service charges for financial services;
• credit and debit card commissions and charges;
• collection expenses and transfer fees;
• registrar and transfer agent fees;
• security and exchange commission fees;
• other financial service fees.

Exclude:

• interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

• short-term and long-term debt;
• capital leases;
• bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

• direct cost depreciation of tangible assets and amortization of leasehold improvements;
• amortization of intangible assets (e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

• allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

• amounts not included in questions 1 to 21;
• charitable and political expenses;
• research and development expenses;
• recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

• federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

• realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
• foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
  income/losses;
• joint venture income/losses and partnership income/losses;
• unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
• write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

F - Industry characteristics

Sales breakdown by products

1. Information technology (IT) technical consulting services

The provision of advice or expert opinion on technical matters related to the use of information technology. This includes advice on matters such as hardware and software requirements and procurement, systems integration, and systems security. The provision of expert testimony on IT related issues are also included here.

2. Custom software design and development services

a) Web site design and development services

This service consists of designing the structure and content of a web page and/or writing the computer code necessary to create and implement a web page.

b) Database design and development services

This service consists of designing the structure and content of a database and/or of writing the computer code necessary to create and implement a database (data warehouse). Exclude contracts where the design and development of a database is bundled with the on-going management of the data holdings and are classified in the data management services sub-category.

c) Customization and integration of packaged software

This service consists of adapting (modifying, configuring, etc.) and installing an existing application so that it is functional within the clients’ information system environment.

d) Other custom application design and development services

This service consists of adapting (modifying, configuring, etc.) and installing an existing application so that it is functional within the clients’ information system environment or creating software to meet the specific needs of the clients.

3. Computer systems and network design and development services

a) Network design and development services (include network security design)

This service consists of designing, developing and implementing customer’networks such as Intranets, Extranets and Virtual Private Networks.

b) Computer systems design, development and integration services

This service consists of assessing an organization’computer requirements, advising on hardware and software acquisitions, developing system specifications and either putting the new system in place or providing the client with the necessary specifications to put the new system in place.

4. Hosting and information technology (IT) infrastructure provisioning services (e.g. Website hosting, application service provisioning, business process management services, collocation, data storage and management)

• Web site hosting services

  The service of providing the infrastructure to host a customer’s web site and related files in a location that provides fast, reliable connection to the Internet.

• Application service provisioning (ASP)

  The provision of leased software applications from a centralized, hosted, and managed computing environment.

• Business process management

  A bundled service package that combines information-technology-intensive services with labour (manual or professional depending on the solution), machinery, and facilities to support, host and manage a business process for a client.

• Collocation

  The provision of rack space within a secured facility for the placement of servers and enterprise platforms. The service includes the space for the client’hardware and software, connection to the Internet or other communication networks, and routine monitoring of servers. Clients are responsible for the management of the operating system, hardware, and software.

• Data storage

  The service of administering storage and back-up management of data such as remote back-up services, storage, or hierarchical storage management (migration).

• Data management

The ongoing management and administration of data as an organizational resource. Services may include performing data modelling, data mobilization, data mapping/rationalization, data mining and system architecture.

5. IT infrastructure and network management services

The service of managing and monitoring a client’s IT infrastructure including hardware, software and networks.

a) Network management

The service of managing and monitoring communication networks and connected hardware to diagnose networking problems and gather capacity and usage statistics for the administration and fine-tuning of network traffic. These services also remotely manage security systems or provide security-related services.

b) Computer systems management services

Providing day-to-day management and operation of a client’s computer system.

6. Information and document transformation services (e.g., imaging, data conversion and migration)

The service of converting paper documents into digital or other machine-readable formats. The service generally involves the following components: 1) document preparation, 2) scanning, optical character recognition, and other data capture activities, 3) delivery or output of the information captured into a database or a physical medium.

7. IT technical support services (for hardware or software; include disaster recovery services)

• The provision of technical expertise to solve problems for the client in using software, hardware, or entire computer system.
• The provision of customer support in using or troubleshooting software and includes upgrade services and the provision of patches and updates.
• The provision of customer support in using or troubleshooting the computer hardware and software. It includes testing and cleaning on a routine basis, and repair of IT equipment. Includes technical assistance in moving a client’computer system to a new location.
• The provision of technical expertise to solve specialized problems for the client using a computer system. These specialized services include computer auditing and assessment, data recovery, and disaster recovery.
• Services of auditing or assessing computer operations without providing advice or other follow-up action. Includes auditing, assessing and documenting a server, network or process for components, capabilities, performance, or  security.
• Retrieving a client’s data from a damaged or unstable hard drive or other storage medium.
• Providing standby computer equipment and duplicate software in a separate location to enable a client to relocate regular staff to resume and maintain routine computerized operations in event of a disaster such as a fire or flood.

8. Software publishing

a) System software (include programming languages)

Publication of low-level software required to manage computer resources and support the production or execution of application programs but which is not specific to any particular application.

• Operating system software

  Software that controls a computer and its peripherals. Modern operating systems such as Windows 97, 98 and 2000, and NT handle many of a computer’s basic  functions.

• Network software

  Software that monitors an active communications network in order to diagnose problems and gather statistics for administration and fine-tuning.

• Database management software

  A program that manages all facets of a database. Primary services of database management software include storage, modification and extraction of data. Database management software also regulates user access and protects data against damage.

• Development tools and programming languages software

  Software used to assist in the development and/or authoring of computer programs. Software products that support the professional developer in the design, development, and implementation of a variety of software systems and solutions (includes all program development tools and programming languages software).

b) Application software (include entertainment and game software)

Any self-contained program that performs a specific function directly for the end user.

• General business productivity and home use applications

  Software used for general business purposes to improve productivity, or in the home for entertainment, reference or educational purposes (includes office suite applications such as word processors, spreadsheets, simple databases, graphics applications, project management software, computer-based training software, games, reference, home education, etc.).

• Cross-industry applications

  Software that is designed to perform and/or manage a specific business function or process that is not unique to a particular industry (includes professional accounting software, human resource management, customer relations management software, geographic information system software, web page/site design software, etc.).

• Vertical market applications

  Software that performs a wide range of business functions for a specific industry such as manufacturing, retail, healthcare, engineering, restaurants, etc.

• Utilities software

  A small computer program that performs a very specific task. Utilities differ from other software applications in terms of size, cost and complexity. Examples include: compression programs, anti-virus, search engines, font, file viewers, and voice recognition software. Software that monitors an active communications network in order to diagnose problems and gather statistics for administration and fine-tuning.

G - Personnel

To fully measure the contribution of all human capital in this industry, we require information on the number of partners and proprietors as well as the number and classification of workers.

1. Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

2. Paid employees

a) Average number of paid employees during the reporting period

To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).

Exclude:

• partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

Percentage of sales sold to the business sector should be reported here.

Include:

• sales to Crown corporations.

b) Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

c) Governments, not-for-profit organizations and public institutions (e.g., hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.

Include:

• sales to hospitals, schools, universities and public utilities.

2. Clients outside Canada

Please report the share of total sales to customers or clients located outside Canada including foreign businesses, foreign individuals, foreign institutions and/or governments.

Include:

• sales to foreign subsidiaries and affiliates.

I - Sales by client location

Please provide a percentage breakdown of your total sales by client location (first point of sale).

Please ensure that the sum of percentages reported in this section equals 100%.

The percentage in question 14 must equal question 2 in section H.

J - International transactions

This section is intended to measure the value of international transactions on goods, services, and royalties and licences fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

K - Provincial/territorial distribution

This section is intended to collect information on the locations operated by your business during the reporting period.

Please report the number of business units or locations operating in Canada during the reporting period. Business unit is defined as the lowest level of the firm for which accounting records are maintained for such details as revenue, expenses and employment.

Please report data for the provinces or territories in which you have business units and indicate if you are reporting in Canadian dollars or percentages.

General information

Survey purpose

Statistics Canada conducts this survey to obtain detailed and accurate data on this industry, which is recognised as being an important contributor to the Canadian economy. Your responses are critically important to produce reliable statistics used by businesses, non-profit organizations and all levels of government to make informed decisions in many areas.

The information from this survey can be used by your business to benchmark your performance against an industry standard, to plan marketing strategies or to prepare business plans for investors. Governments use the data to develop national and regional economic policies and to develop programs to promote domestic and international competitiveness. The data are also used by trade associations, business analysts and investors to study the economic performance and characteristics of your industry.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.

The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Record linkages

To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.

Please visit our website at www.statcan.gc.ca/survey-enquete/index-eng.htm  or call us at 1-800-972-9692 for more information about these data-sharing agreements.

Thank you!

Manufacturing and Energy Division
Net Cash Expenditures Statement

Important:

Statistics Canada has replaced the previous Schedule II “Non-Capital Repair and Maintenance Expenditures” with a new Schedule VII “Non-Conventional Sector” to include a detailed account of i) Machinery and ii) Capital Construction (building and engineering) for the non-conventional sector.

Helpful Hints for Completing this Questionnaire:

The total value of sales reported in Schedule V must equal the value entered in Schedule I, item #1.

The total royalties as reported in Schedule II, “Non-Conventional Sector” (if applicable), items #14 and #15 and Schedule III, “Conventional Sector Operating Costs and Royalties”, items #6, #7, #8 must equal the value entered in Schedule I, item #4.

Total operating costs as reported in Schedule II, “Non-Conventional Sector”, item #13 (if applicable) and Schedule III, “Conventional Sector Operating Costs and Royalties”, item #5 must equal the value entered in Schedule I, item #5.

Table of Contents

Schedule I – Revenues, Expenses and Net Income
Schedule II – Non-Conventional Sector
Schedule III – Conventional Sector Operating Costs and Royalties
Schedule IV – Upstream Expenditures – Conventional Area (Both Capitalised and Expensed)
Schedule V – Volume and Value of Sales
Schedule VI – Balance Sheet
Schedule VII – Non-Conventional Sector

Schedule I - Revenues, Expenses and Net Income

1. Sales before Royalties, Taxes and Other Charges: Report the sales or transfer value of produced goods or services before any adjustment or intersegment elimination. Please include royalties and taxes that are imposed at the time of sale. Exclude G.S.T.
2. All Other Revenues: Include cash revenue items not reported elsewhere such as dividend receipts, rentals, overhead and processing revenue received as operator and /or owner of facilities. Such processing revenues should be reported gross.
3. Gross Revenues: The sum of lines 1 and 2.
4. Royalties and Similar Payments: The sum of Schedule II, lines 14 and 15 and Schedule III, lines 6, 7, and 8.
5. Operating Costs: Please include cost of materials and supplies used in production, surface lease rentals, lifting costs and all other expenditures which are related to producing operations. Exclude any ‘non-cash’ charges and royalties. All general and administrative costs related to producing activities and charged to current year operations should also be included here.
6. Salaries and Wages: Include the cost of salaries and wages (including bonuses and commissions, employer contributions to pension, medical, unemployment insurance plans, etc. ) paid to your own workforce during the reporting period.
7. Other Cash Operating Costs: Include only costs associated with non-producing operations and other expense items not reported elsewhere.
8. Interest Expense: Include interest paid on bank loans, bonds, etc.
9. Federal Income Tax: Include federal income tax pertaining to the current period and assumed to be currently due.
10. Provincial Income Tax: Include provincial income tax pertaining to the current period and assumed to be currently due. The amount reported should include the Saskatchewan Corporate Capital Tax Surcharge if applicable.
11. Deferred Income Tax: Include accrued tax obligations reflected as an expense in the income statement, but not payable in the current reporting period.
12. Exploration and Development Expenses Charged to Current Operations: Include exploration and development expenses charged to current operations.
13. Depreciation/Amortization: The systematic charge-off to expense of costs for depreciable assets that had been initially capitalised or deferred. Write-downs of depreciable assets resulting from impairments should be included in this category. However, write-offs arising from unusual dispositions and gains/losses on sales of assets should be reported in lines 15 and 16 respectively.
14. Depletion: Include the current depletion charges for costs subject to such deduction. Write-offs resulting from the application of ceiling tests should be reported in line 15, “Write-offs and amortization of deferred charges”. Gains and losses on disposal of properties should be reported in line 16, “Other non-cash items”.
15. Write-offs and Amortization of Deferred Charges: Adjustments may be made for non-operating items which the company ordinarily eliminates from its reported “Internal cash flow”.
16. Other Non-cash Items: Include non-cash items not reported elsewhere such as unrealised losses on currency transactions, non-controlling shareholders’ interest in earnings of consolidated subsidiaries, and the equity portion of losses of unconsolidated affiliates. This item should be reduced by such non-cash revenue items as unrealised currency gains, non-controlling shareholders’ interest in losses of consolidated subsidiaries, and equity in earnings of unconsolidated affiliates.
17. Total Operating Cost: The sum of lines 4 to 16.
18. Net Income: Line 3 minus line 17.

Schedule II - Non-Conventional Sector

*The Non-Conventional Sector relates to operations as defined in the A.E.U.B. Publication Alberta Active Projects - Oil Sands and Heavy Oil Schemes (Catalogue A.E.U.B. ST-97-44). Effectively, these operations take place in the geographical areas of Cold Lake, Peace River, Athabasca, Wabasca and Lindbergh, etc.

Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company’s net interest in such oil sands projects or ventures.

1. Land and Lease Acquisition and Retention:
   a) Acquisition costs, oil rights fees and retention costs.
   b) Cost of land and lease purchased from others.
2. Machinery and Equipment: Include items such as boilers, compressors, motors, pumps and any other items that may be termed manufacturing or mining equipment as opposed to a fixed installation such as a building.
3. Housing: Value of residential structures and related infrastructure within a company townsite.
4. Drilling Expenditures and Pre-Mining Costs: Drilling expenditures include core hole and delineation drilling. Include the cost of casing and other materials and equipment left in place, core analysis, logging, road building, and other directly related services. Pre-mining costs include overburden removal and other pre-production expenditures.
5. Capitalized Overhead: Report the cost of capitalized overhead not allocated above. These overhead charges should exclude any amounts reported on Schedule III or Schedule IV.
6. Research and Other Costs: Include all research costs associated with non-conventional oil and/or natural gas, such as: laboratory work, consultants’ fees, performance evaluations, and experimental pilot plants (including any capitalised operating costs). Other costs include items such as drainage systems, roadways, tankages, anti-pollution equipment and fixed installations not including machinery and equipment included in item 2.
7. Total: The addition of lines 1 to 6.
8. Field, Well and/or Plant: Include all direct operating expenses and any other expenses directly related to the mining, stimulation, processing, upgrading and delivery of the product, and cost of purchased fuel and electricity
9. Taxes (excluding income taxes and royalties): Include taxes to federal, provincial and municipal governments, but exclude royalties, income taxes, and taxes that are part of the list price of purchases.
10. Cost of Purchased Fuel and electricity: For crude oil operations only, include costs for fuel and electricity for all sites.
11. Water Handling/Disposal: For natural gas operations only, include all costs pertaining to this.
12. Operating Overhead: Include all remaining general and administrative expenses related to upstream operations, including any corporate allocation to this segment. (These overhead charges should exclude any reported under Capitalised overhead, line 5 above).
13. Total Operating Costs: The summation of lines 8 to 12.
14. Provincial Royalties: Include all monies payable to provincial governments based on production.
15. Freehold Royalties: Include all monies payable to mineral rights owner based on production.
16. Unconventional Natural Gas Production: Report production in millions of cubic metres.

Schedule III – Conventional Sector Operating Costs and Royalties

Operating costs include all direct operating expenses such as wages and salaries, materials and supplies, fuel and power, well conditioning costs, municipal taxes, other direct operating expenses, maintenance and repairs expensed and contract services. Also include the non-capitalised cost of purchased injection materials used in enhanced recovery projects.

1. Field, Well and Gathering Operations - Oil and Gas: Include primary, secondary, and tertiary recovery and pressure maintenance facilities, gathering systems and other well site facilities, surface lease rentals, and cost of purchased fuel and electricity.
2. Natural Gas Processing Plants: Include expenses associated with field processing plants as well as reprocessing activities, recycling projects, and cost of purchased fuel and electricity.
3. Taxes (excluding income taxes and royalties): Include taxes to federal, provincial and municipal governments, but exclude royalties, income taxes, and taxes that are part of the list price of purchases
4. Operating Overhead: Include all remaining general and administrative expenses related to upstream operations, including any corporate allocation to this segment. (These overhead charges should exclude any reported on Schedule IV).
5. Total Operating Costs: The addition of lines 1 to 4.
6. Federal Crown Royalties: Are amounts paid to the federal government, but excluding Indian lands royalties.
7. Provincial Royalties and Taxes: Are amounts paid during the reporting period for royalty or royalty-like levies. In Alberta, include the “freehold mineral tax” together with the standard crown royalties on conventional oil and gas production. In Saskatchewan, include the standard crown royalties on oil and gas production plus the “freehold production tax”. In Manitoba, include the standard crown royalties and “freehold taxes” collected by the Manitoba government.
8. Non-Crown Royalties and Similar Payments:
   a) Indian lands royalties: are amounts paid to Indian bands, either directly or indirectly, based on the level of production.
   b) Freehold royalties: are royalties that have been paid to parties, other than the Crown, who own the mineral interest to the property.
   c) Overriding royalties: are payments (normally free of all costs of development and operation) arising from an economic interest in a property.

Schedule IV - Upstream Expenditures - Conventional Area (Both Capitalised and Expensed)

1. Oil and Gas Right Acquisition and Retention Costs: (excluding inter-company sales or transfers) includes:
   a) Acquisition costs and fees for oil and gas rights (include bonuses, legal fees and filing fees).
   b) Oil and gas rights retention costs.
2. Cost of Land and Lease Purchased from Other Petroleum Companies: Purchases from companies that are engaged primarily in petroleum activities.
3. Geological and Geophysical: Include such activities as seismic crew expenses, both company owned and contract. Include camp, bulldozing and dirt work, flying crews in and out, seismograph, velocity survey, gravity meter, magnetometer, core drilling, photo geological digital processing, magnetic playback and bottom hole contributions and environmental impact studies and other similar pre-exploration expenditures. All seismic or geological and geophysical expenditures (including stratigraphic tests) should be reported here, whether such activity is deemed exploration or development by the company.
4. Exploration Drilling: Drilling outside a proven area or within a proven area but to a previously untested horizon, in order to determine whether oil or gas reserves exist rather than to develop proven reserves discovered by previous drilling. Include costs of dry wells, casing and other materials and equipment abandoned in place, productive wells, including capped wells, and wells still in progress at year-end. Include, also, costs incurred in fighting blow-outs, runaways, and in replacing damaged equipment.
5. Total Exploration Spending: Addition of lines 1 to 4. Should be reported gross (whether capitalized or expensed) before deducting any incentive grants. Related overhead should be included in line 14 below.
6. Development Drilling: Drilling within the proven area of an oil or gas reservoir to the depth of a stratigraphic horizon known to be productive for the purpose of extracting oil or gas reserves. This will cover costs of dry wells, including casing and other materials and equipment abandoned in place; productive wells, including capped well; and wells still in progress at year end. Include, also, costs incurred in fighting blow-outs, runaways, and in replacing damaged equipment. Exclude costs associated with service wells.
   Note: There should be no development expenditures until a development plan has been approved.
7. Cost of Proven Reserves Purchased: Purchases from those companies that are engaged primarily in petroleum activities.
8. Total Development Spending: Should be reported gross (whether capitalized or expensed) before deducting any incentive grant. Related overhead should be included in line 16 below.
9. Production Facilities: Include tangible well and lease equipment comprising casing, tubing, wellheads, pumps, flowlines, separators, treaters, dehydrators. Include gathering pipelines, lease and centralized tank batteries and associated facilities prior to delivery to trunk pipelines terminals, and other production facilities. Include, also, costs associated with intangibles such as pre-production studies costs, and those expenditures that you consider to be pre-development.
10. Non-Production Facilities: Include automotive, aeroplane, communication, office and miscellaneous equipment not otherwise provided.
11. Enhanced Recovery Projects: Include only expenditures on facilities in tertiary projects involving steam injection, miscible flooding, etc. Include service wells, both tangible and intangible, including the costs of drilling and equipping injection wells and also the cost of capitalized injection fuel (miscible fluid) costs, but exclude non-recoverable injection fluids charged to current operations.
12. Natural Gas Processing Plants: Report only the capitalized amounts of the plants, including structures, measuring, regulating and related equipment.
13. Drilling Rigs and Supply Boats: Report expenditures including progress payments for the purchase of new and imported used and new drilling rigs (on and offshore) and supply boats.
14. Total Production Spending: Addition of lines 9 to 13. This should be reported gross before deducting incentive grants. Related overhead should be included in line 17 below.

Upstream Overhead

Allocate capitalized upstream overhead to the categories indicated (lines 15 to 17). These overhead charges should exclude any reported on Schedule III.

Schedule V - Volume and Value of Sales

Exclude oil and gas purchased for resale, refining, fractionating or further processing, but include value and volume of royalty portion of production.

1. Conventional crude oil and condensate: Includes field production of conventional light and heavy crude oil and condensate that is subject to old or new oil royalty rate.
2. Synthetic crude oil: Synthetic crude oil obtained by the upgrading of crude bitumen or by the modification of coal or other materials should be reported here.
3. Crude Bitumen: Crude Bitumen, in its naturally occurring viscous state, will not flow to a well.
4. Marketable natural gas: Report here the volume of natural gas production equal to gross new production from natural reservoirs, less injected and stored, processing shrinkage, plus or minus statistical adjustment, less field disposition and uses, field flared and waste, gathering system disposition and uses, reprocessing flared and reprocessing fuel, and other disposition and uses.
5. a)  NGL'S / LPG'S - field: Includes production derived from natural gas at the field processing plants. Report production measured after solvent flood or other ‘own-uses’.
   b) NGL'S / LPG'S - reprocessing plants: Includes production derived from natural gas at reprocessing/straddle plants. Report gross production before accounting for gas shrinkage of purchased gas or NGL'S at the extraction operations.
6. a) Pentanes plus - fields: Includes production derived from natural gas at the field processing plants. Do not include field condensates recovered at the wellhead, which should be reported with conventional crude oil.
   b) Pentanes plus - reprocessing plants: Includes production derived from natural gas at reprocessing/straddle plants.
7. Sulphur: Report here production measured in thousands of metric tonnes. Please report your total production whether it was sold or charged to inventory.

Schedule VI – Balance Sheet

1. Total Current Assets: Includes such items as cash, marketable securities, accounts receivable, inventories, etc.
2. Net Capital Assets: Includes land not held for the purpose of re-sale, amortizable assets such as buildings, machinery and equipment, etc.
3. Other Assets: Include all assets not reported as either current or capital assets.
4. Total Assets: Equals the sum of lines 1 to 3.
5. Current Liabilities: Includes such items as current portion of long-term debt, accounts payable, notes payable, etc.
6. Long Term Debt: Includes all debt with a maturity of greater than one year.
7. Other Liabilities: Include all liabilities not reported as either a current liability or long-term debt
8. Equity: Includes common shares, preferred shares, retained earnings and all other equity.
9. Total Liabilities and Equity: The sum of lines 5 to 8.

Metric Conversion Factors

To convert from

Million cubic feet

• (10⁶cf) – gas

Million cubic metres

• (10⁶m³)

Divide by

• 35.315

Thousand barrels

• (10³Bbls) - oil

Thousands cubic metres

• (10³m³)

Divide by

• 6.29

Please note Oil and Gas Extraction data are available annually on request.   

Schedule VII – Non-Conventional Sector

The Non-Conventional Sector relates to operations as defined in the A.E.U.B. Publication Alberta Active Projects –Oil Sands and Heavy Oil Schemes (Catalogue A.E.U.B. ST-97-44). Effectively, these operations take place in the geographical areas of Cold Lake, Peace River, Athabasca, Wabasca and Lindbergh, etc.

Capital Construction (Building and Engineering):

Construction structures should be classified to an asset according to its principle use unless it is a multi-purpose structure where we would like you to separate the components. The cost of any machinery and equipment which is an integral or built-in feature ( i.e. elevators, heating equipment, sprinkler systems, environmental controls, intercom system etc. ) should be reported as part of that structure as well as landscaping, associated parking lots, etc.

Machinery and Equipment:

Include items such as boilers, compressors, motors, pumps and any other items that may be termed manufacturing or mining equipment as opposed to a fixed installation such as a building.