This short form questionnaire has been designed for use by respondents whose operations are such that the long form is not necessary. As a consequence, this short form does not request data on refinery operations. Further, only the major refined petroleum products are indicated. However, respondents are requested to complete one "Other Product" section for each additional product (from the list below) in which they deal.

Additional Products

• Butane and butane mixes
• Petrochemical feedstocks
• Naphtha specialties
• Aviation gasoline
• Aviation turbo fuel (Kerosene type)
• Aviation turbo fuel (Naphtha type)
• Asphalt
• Petroleum coke (including coke from catalytic cracker)
• Wax and candles
• Unfinished products

a) Transfers Inter-Products

Report the net movement of product into or out of another product within a given province. Such transfers should be restricted to marketing purposes where, for example, the situation requires the sale of diesel as light fuel oil.

Net transfers into a product are to be shown on that product page as a positive entry, and net transfers out of a product are to be shown on the relevant product page as a negative entry. The sum of all such product movements should thus equal zero.

b) and c)Transfers Inter-Provincial in and Transfers Inter-Provincial out

Report the gross movement of each product between provinces. The company holding title to the product as it crosses a provincial boundary will report the amounts involved. Do not report transfers made for another account if ownership lies with the other company. Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

Note 1: An inter-provincial transfer may be necessary following an import or a receipt from a reporting or non-reporting company.

The following example illustrates how a combined inter-provincial transfer and inter-product transfer should be recorded.

Company "A" purchases diesel fuel oil from Company "B" in Quebec (both are respondents to this survey) and the change in ownership takes place in Quebec. Company "A" then sells this product as light fuel oil in Ontario.

Company "A" should report the following:

1. A receipt "From other reporting companies" of diesel fuel in Quebec, (line 7).
2. An inter-provincial transfer of diesel fuel out of Quebec, into Ontario (lines 5 and 6).
3. An inter-product transfer out of diesel fuel into light fuel oil in Ontario (line 2).

Company "B" should report only a delivery of diesel fuel "to other reporting companies" in Quebec (line 12).

Note 2: For each product, the Canadian level total shown on line 5 must equal that reported on line 6.

d) Receipts from Other Reporting Companies

Receipts from and deliveries to another reporting company relate to situations where a change in title to the product being transferred has occurred even if the product remains in the tanks of the "delivering" company. This concept of "receipts" and "deliveries" therefore obviously affects the measurement of inventories ‑ see sections g) and h) of these instructions.

Report all receipts of product from any companies listed on the back of the first page of the questionnaire. Include actual receipts emanating from sales agreements, processing agreements, exchanges, loans, etc. Exclude, however, loan agreements, exchanges, loans, etc. , which are based on future production. The quantities reported as receipts should agree with the amounts shown on the delivering companies' invoices or delivery notices and should be entered under the provinces where the change in title occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates. If all or any part of the amounts received are then shipped to another province before disposition, please make the appropriate inter-provincial transfers entries (lines 5 and 6).

Receipts of liquefied petroleum gas (LPG)'s from gas processing plants should be recorded on line 8 "Receipts from non-reporting companies" even though such plants could be owned by reporting companies.

If refinery-produced butane is purchased from another reporting company for blending into some other product, show both the receipt of the butane and an "Inter-product transfer" to the appropriate product.

Details of inter-company transactions are required where the transactions are for amounts of 200 cubic metres or more.

Please report the receipts in the same product classifications as those shown on the delivering companies' invoices. If all or any part of the amounts received are used in product classifications other than those shown on the invoices, the receiving company must make the appropriate inter-product transfer entries on line 2.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount received from each. For each province, the sum of these amounts should agree with line 7 entries on the front of the page.

e) Receipts from Non-Reporting Companies

Report all receipts of product from any companies whose names do not appear on the "List of Reporting Companies" (see back of the first page of the questionnaire).

Note 1: "Paybacks" of quantities of product delivered in a previous month to a non-reporting company and originally reported as a "Net sale in Canada" (under an exchange agreement), should not be recorded and "corrected" in the current month as "negative" receipt (line 8) or as a "negative" sale (line 16). Instead of adjusting a current month for a previous entry, please inform Statistics Canada by way of a note, indicating in detail the nature of the transaction.

Note 2: On the reverse side of the product pages, please enter the names of the "non-reporting" companies involved and the amounts received from each. For each province, the sum of these amounts should agree with line 8 entries on the front of the page.

f) Imports

Report the physical receipts of finished and unfinished products received from sources outside Canada. The company which clears the product through customs, or on whose behalf it was cleared, should report the import. If all or any part of the amount imported is used in a product classification other than that indicated on the customs entry document, the appropriate inter-products transfer must be made (line 2). Similarly, if the product is transported to a province other than that indicated on the entry form, the proper inter-provincial transfer (lines 5 and 6) must be made after recording the import in the province of entry.

g) and h) Inventories

Report all marketing inventories. The opening inventory for the reporting month should match the reported closing inventory of the previous month. Inventories should include those that result from inter-company transactions. As a consequence, if a change in title of a product has occurred (and has been reported), even if the product remains in the tanks of the "delivering" company, this product should nonetheless be reported as inventory of the "receiving" company. Inventories should not include any quantities of product linked to future production for the purpose of loan or repayment.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

• Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
• Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly. Revised figures for the previous (incorrectly reported) month should also be provided.

i) Deliveries to Other Reporting Companies

Report all deliveries of product to any companies listed on the reverse side of the first page of the questionnaire. Include actual deliveries emanating from sales agreements, processing agreements, exchanges, loans, etc. Exclude, however, any agreements, exchanges, loans, etc. based on future production. The quantities reported as deliveries should be credited to the province where the change in ownership occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Terminal or Bulk plant gates.

Details of inter-company transactions are required where the transactions are 200 cubic metres and over. On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount delivered to each. For each province, the sum of these amounts should agree with line 12 entries on the front of the page.

j) Exports

Report all sales of finished or unfinished products for export (include domestic sales known for export market) outside Canada credited to the province of exit. Note that any inter-provincial movement should be recorded as an inter-provincial transfer on lines 5 and 6.

k) Losses & Adjustments

Report all marketing losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions.

l) Own Consumption

Report all amounts of product produced or purchased and used in company operations. Exclude petro-chemical feedstocks shipments to own petro-chemical complexes, and own production fuels used to generate electricity, to heat office buildings and to move goods (by air, road or ship). These products should be reported on line 16 ‑ Net Sales in Canada.

m) Net Sales in Canada

Report all sales of finished and unfinished products (exclude domestic sales known for export market) for the provinces where such sales have taken place.

Note: Net Sales include any Ethanol/Methanol, MTBE/ETBE (Methyl or Ethyl-Tertiary-Butyl-Ether), TAME (Tertiary-Amyl-Methyl-Ether), TBA (Tertiary-Butyl-Alcohol) and other components blended into gasoline which has been added before final sale of any motor gasoline. This line is the sum of lines 7 to 10 (Receipts from Other Reporting companies + Receipts from Other Non-Reporting Companies + Imports + Opening Inventories), and lines 2 and 5 (Transfers Inter-Products + Inter-Provincial Transfers In) LESS lines 11 to 15 (Closing Inventories, Deliveries to Other Reporting Companies, Exports, Losses and Adjustments, and Own Consumption) and LESS line 6 (Inter-Provincial Transfers Out).

This figure should thus agree with the total monthly sales, by product and province, actually made by the company, less any sales "to other reporting companies" (line 12) and less any direct exports (line 13).

n) Page 5, Line 17 All Sales of Motor Gasoline Through Retail Pumps

Report here all sales of motor gasoline (including any ethanol/ methanol, MTBE / ETBE , TAME , TBA and other similar additives added) to retail outlets, including marinas, irrespective of the type of ownership or operation. Include own brands, subsidiary brands, or an authoritative estimate of retail sales of the respondent's jobbers, resellers, agents, etc.

Note: Any "Card-lock" (Key-lock) facility sales should not be included in this category.

Page 7, Line 17 ‑ Volumn of Net Sales (low sulphur content)

Report here all sales of diesel fuel oil with sulphur content lower than 0.05%.

Page 9, Line 17 ‑ Volumn of Net Sales (low sulphur content)

Report here all sales of heavy fuel oil with sulphur content lower than 1.0%.

Page 11 ‑ Total, All Products

This section of the report is the sum of all products reported.

Note 1: The totals of all inter-products transfers (line 2) should add to "zero".

Note 2: The Canadian total line 5 should equal the total of line 6.

Supplement ‑ Motor Gasoline Sales: Disposition of Motor Gasoline

1. Sales by "grade"

Report here by grade (Premium, Mid-grade, Regular no-lead and Regular leaded) a breakdown of the net sales shown on page 5 line 16 of the motor gasoline section.

2. Components Blended into Motor Gasoline

• Report all quantities of alcohols:
  • Line 6 (i) Ethanol – A light volatile alcohol intended for gasoline blending.
  • Line 7 (ii) Methanol – The simplest alcohol blended to increase the oxygen level in gasoline. Also called methyl alcohol, wood alcohol and wood spirit.
  • Line 8 (iii) TBA (Tertiary Butyl Alcohol) – An alcohol primarily used as a chemical feedstock, a solvent or feedstock for isobutylene production for MTBE .
• Report all quantities of ethers such as
  • Line 9 (i) MTBE (Methyl tertiary butyl ether) – A gasoline additive produced from methanol and isobutylene used to increase the octane number and oxygen content of gasoline.
  • (ii) ETBE (Ethyl tertiary butyl ether) – A gasoline additive produced from ethanol and isobutylene for increasing the octane rating and oxygen content of gasoline while reducing its volatility. Similar to MTBE .
  • (iii) TAME (Tertiary amyl methyl ether) – An oxygenate blend stock formed by the catalytic etherification of isoamylene with methanol.
• Report all other blending components.

Annex 1: Product Classification of Refined Petroleum Products

The following list should be used as a guide when completing the questionnaire. As it is not feasible to list all brand names in use in the industry, this list is intended only to give a reasonable sample of product names that have been established by common use. It should be noted that, where descriptive names do not provide adequate identification, the emphasis for classification purposes has been put on the end use of the product. In cases where products have brand names that are misleading for classification purposes, or are re‑brands of basic products, classification should be determined according to the basic products used, e.g. Weed Killer (Naphtha Specialties), Pole Treating Oil (Heavy Fuel), Dust Layer (Asphalt), etc.

Product Category	Description
1. (a) Propane and propane mixes.....	A normally gaseous paraffinic compound (C3H8) extracted from refinery gases.
(b) Butane and butane mixes........	A normally gaseous paraffinic hydrocarbon (C4H10) extracted from refinery gases.
2. Petrochemical feedstocks............	Refinery gases or other petroleum derivatives to be used as a raw material in a petrochemical complex.
3. Naphtha specialties.....................	Industrial and commercial solvents, lighting naphtha, mineral spirits and paint thinners.
4. Aviation gasoline..........................	All gasoline type fuels for piston-type aircraft engines.
5. Motor gasoline.............................	All gasoline type fuels for internal combustion engines other than aircraft.
6. Aviation turbo fuel........................ (Kerosene type)	All kerosene type fuels (JetA-1) for turbo-jet or straight jet type aircraft engines.
7. Aviation turbo fuel........................ (Naphtha type)	All naphtha type fuels (Jet B) for turbo-jet or straight jet type aircraft engines.
8. Kerosene, stove oil......................	Kerosene, mineral lamp oil, n o. 1 fuel oil Stove oil (including all vapourizing burning oil).
9. Diesel fuel oil...............................	All grades of distillate fuel sold for diesel engine use including low sulphur content (with sulphur content lower than 0.05%).
10. Light fuel oil ( nos. 2 and 3).............	All distillate type fuels for power burners Fuel oil No. 2 (heating oil No. 2) Fuel oil No. 3 (heating oil No. 3) Furnace fuel oil Gas oils Light industrial fuel
11. Heavy fuel oil ( Nos. 4, 5 and 6)......	All grades of residual type fuels including low sulphur (with sulphur content lower than 1%) for both steam and diesel engines. Bunker B and Bunker C Fuel oils Nos. 4, 5 and 6 Residual fuel oil.
12. Asphalt.......................................	Asphalt flux, asphalt primers, asphaltic saturants, bitumuls, briquetting binder, cutback asphalts, liquid or solid asphalts, oxidized asphalt, paving compounds, road oil, roofing compound, fluxes or primers.
13. Petroleum coke........................... (including coke from catalytic cracker)	All petroleum coke included. Petroleum coke is obtained mainly by cracking and carbonising of residue feedstocks, tar and pitches in processes such as delayed coking or fluid coking. The two most important qualities are green coke and calcinated coke. This category also includes catalyst coke deposited on the catalyst during refining processes: this coke is not recoverable and is usually burned as refinery fuel.
14. Lubricating oil and grease.............	All oils and greases of petroleum origin manufactured or sold for lubricating purposes. Automotive or industrial oils which may be described as having special properties other than lubricating alone, such as brake fluids, automatic transmission oils or coolants and rust preventatives. Cordate oils.
15. Wax and candles.........................	All types of paraffin candles, crude scales waxes, dark raw waxes, microcrystalline wax and paraffin waxes.
16. Unfinished product.......................	Imports or purchases of blending agents in inventory where the end product may be in doubt.
17. Total all products.........................	Grand total of all Petroleum Products.

Section A – Refinery Supply of Crude Oil and Equivalent – Page 1

Note: Please ensure that data reported in questions 1 through 8 do not include any crude tops, crude bottoms or partially refined products. Please refer to question 9 for the treatment of such products.

1. Receipts from Fields in

Report actual receipts at refineries of all domestic crude oil and equivalent for refinery consumption or storage excluding any propane or butanes received for refinery processing, blending or for sale as specification product. Give separate figures for receipts from each supply region, credited to the province or region in which the refinery is located.

Supplying regions are Western and Eastern Canada:

Western = Manitoba, Saskatchewan, Alberta, British Columbia, Northwest and Yukon Territories.
Eastern = Specify: Newfoundland and Labrador, Prince Edward Island, Nova Scotia, New Brunswick, Québec and Ontario.

2. Imports From

Report actual imports of all foreign crude oil and equivalent at refineries. Give separate figures for each supplying foreign country, credited to the province or region in which the refinery is located.

3. Grand Total of Receipts

This total (line 17) must agree, by province or region, to the sum of lines 3 (domestic) and 16 (imported).

Note: If your refinery has been involved in the exchange of crude in the surveyed month, it should be reported on question 4.

1. By pipeline

   Report the total of all domestic and foreign crude oil and equivalent actually received into refinery tankage from pipeline, for refinery consumption.
   These reported receipts from pipelines must agree with the deliveries to refineries as reported by the pipeline companies to Statistics Canada.

2. By other means

   Report the total of all domestic and foreign crude oil and equivalent actually received into the refinery from means other than pipelines, i.e. tank car, tank truck, tankers, etc.

Note 1: The sum of (i) and (ii) must agree, by province and region, with the entry "Grand total of receipts" line 17.

Note 2: Transfers by a reporting company from itself to itself in the current month from one province to another of crude and equivalent reported as a receipt in a previous period should be treated as follows: the amount transferred should be shown as a negative in the "Delivering" province and as a positive in the "Receiving" provinces on the relevant line/lines of questions 1 and 2 (i.e. lines 1 through 16). In this manner a "double-count" of crude from domestic or foreign sources will be avoided.

Transfers of crude and equivalent from one province to another sent "by other means" but received by "pipeline" should be shown as a negative quantity in line 19 "other means" in the "delivering" province and as a positive quantity in "pipeline" line 18 in the "receiving" province. The reverse can obviously also apply.

4. Transfers – to Other Reporting Companies and from Other Reporting Companies

Report here any domestic and imported crude oil, condensate and pentanes plus which has been transferred to other reporting companies and/or which has been received from other reporting companies.

5. Inventories

Inventories reported must be in refinery tankage only. Do not include pipeline fill. Report, by province or region, both crude oil and equivalent held in inventory at the beginning and the end of the month.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

• Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
• Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly. Revised figures for the previous (incorrectly reported) month should also be provided.

6. Losses and Adjustments

Report any losses due to spillage, metering differences, etc. after receipt of the crude into refinery storage. Also include any adjustments caused by inventory revisions.

7. Total Crude and Equivalent Charged

Indicate the total quantity of crude oil and equivalent run to stills. Total crude and equivalent charged (line 25) should correspond to grand total of receipts (line 17) minus transfers to other reporting companies (line 20) plus transfers from other reporting companies (line 21) plus opening inventories (line 22) minus closing inventories (line 23) minus losses and adjustments (line 24).

Section A – Feedstocks Charged - Page 2

8. Crude and Equivalent Charged, by Type

The total reported at line 25 of page 1 should be reported according to the five following categories:

1. Conventional Crude Oil, Light/Medium — all crude of 26^oAPI and over, but excluding processed synthetic production (Syncrude, Suncor), condensate and pentanes plus.
2. Conventional Crude Oil, Heavy — all crude under 26^oAPI (900 kg) which in its natural viscous state could initially be recovered with primary pumping techniques (based on Alberta Energy Utilities Board).
3. Synthetic Crude Oil — the processed production from Syncrude, Suncor and any future similar synthetic crude plants. In terms of specific gravity, this oil is classified as "light".
4. Crude Bitumen — heavy oil, normally below 20^oAPI, never recoverable at a commercial rate without in-situ technology. This oil is produced from the defined Oil Sands areas of Alberta, as is Synthetic Crude of (iii) above.
5. Condensate and Pentanes — those low density oils having an API rating over 40^oAPI.

9. Other Materials Used in Operation

The following explanation concerns refinery, feedstocks, other than crude oil, includes any materials:

1. commingled with the crude charged
2. charged directly through the distillation tower
3. charged into refinery processing units such as alkylation’s, cracking, reforming, etc.

Other materials used in operation must be materials received from sources external to the reporting refinery. These must not include any internal reprocessing of materials withdrawn from inventories or from refinery recycling operations.

Note 1: Excludes internal reprocessing of unfinished products produced and reported in a previous month. If unfinished products are being recharged to a process within the same refinery, the derived production would be transferred from page 21 to the appropriate products using the "inter products transfers" line.
Includes unfinished products received from other refineries which will be charged into the refinery process. See annex 2 for definition of unfinished products.

Note 2: Liquefied petroleum gas (LPG)'s received from outside the refinery and used for blending or sold as such should not be included.

For each of the following products, indicate the quantity charged, and if imported, please indicate the country of origin in the stub.

1. Crude tops — that portion of the crude oil input that remains after the refinery (e.g. asphalt plant) has extracted the desired heavy products and which portion must be transferred to another refinery for further processing.
2. Crude bottoms — that portion of the crude oil input that remains after the refinery has extracted the desired light products and which portion must be transferred to another refinery for further processing.
3. Liquefied petroleum gases
4. Natural gas used as a refinery feedstock (exclude any natural gas used for heating or as fuel). Such natural gas should be expressed in cubic metres of heavy fuel oil equivalent.
5. Lubricating oils and lubricating base stock etc. to be reprocessed.
6. Other feedstock including additives.

Note: Each of the products listed above must appear as a receipt at lines (5), (7), (8) or (9) of Section B of the questionnaire on the page of the most appropriate product. Further, the quantity must also appear at line 3 "Transfers to Refinery Feedstocks" of the same product page. The resultant "production" (line 1) of any given refined product will thus be the production from both 'crude and equivalent' and 'other materials charged'.

For example, a quantity of Butane, commingled with crude charged must be shown in 4 places:

1. an input on page 2 line 8 "Liquefied petroleum gases".
2. on the most appropriate product page "Butane" page 4. In this example line 8 as a receipt from a non-reporting company.
3. transfer to refinery feedstock line 3 of the Butane page.
4. refinery production line 1 for possibly several products.

Total Other Materials Charged as Feedstock

Indicate the sum of items reported on lines 6 through 11. This figure should agree with line 3, page 22.

10. Total Feedstocks Charged

Indicate the sum of "Crude Oil and Equivalent Charged" (line 25, page 1) and "Other Materials Charged" (line 12, page 2). This figure should agree with line 1, page 22.

Section B Concerns both Refiners and Distributors

Section B – Refiners Petroleum Products - Pages 3 to 23

Except where indications are given to the contrary, the following instructions relate to all the products shown on the questionnaire numbered 1 to 18, except for product #17, "refinery losses", where lines 1 and 14, are the only lines to apply.

a) Refinery Production

Report, by province or region in which the refinery is located, the calendar month's refinery production from crude oil and equivalent and from other materials used in the refining operation. Production of each product should be measured on a "net yield" level; that is, the stage after exchanges between the various processes of the refinery.

However, for propane and propane mixes ‑ Product 1(A), and butane and butane mixes ‑ Product 1(B), report all refinery production of these products intended:

1. for own use at the refinery, including:
   1. butane for blending with motor gasoline
   2. LPG's used as petrochemical feedstock’s

      In these two instances, the quantities of LPG's used for these purposes, should initially be reported at a) production line 1 and then at b) Inter-product Transfers line 2 on the LPG pages.

   3. all other refinery own use
2. for sale as such
3. for inter‑provincial transfer or for sale to other reporting companies even though the eventual use of the product may be for blending into some other product.

Under no circumstances should propane or butanes be shown as unfinished products merely because of doubt regarding final disposition.

Further, for Petrochemical Feedstock’s ‑ Product 2, page 5 report refinery gases and other first derivates of petroleum used internally ‑ or sold ‑ as raw material for the production of petrochemical products. (However, the production of LPG's for petrochemical feedstock must be treated in the manner described above, namely that the quantity of LPG's used as petrochemical feedstock will initially be shown as production on the LPG's pages and will then be transferred to the petrochemical feedstock page by use of the interproduct transfer line 2). Petrochemical feedstock are therefore defined as those products fed into crackers to produce such basic petrochemicals as ethylene, propylene, butylenes, butadiene, benzene, toluene, and xylene: Exclude from petrochemical feedstock’s naphtha used to make hydrocarbon solvents see "Naphtha Specialties". For a more detailed description of the method of treating petrochemical feedstock’s, see Annex I.

Finally, in the case of refinery losses, product 17, page 20, since there is produced a greater volume of finished products (whose specific gravity is lighter than the raw material input run to stills) than the volume of feedstock charged, this section is normally used to balance production to "Runs to stills" by means of a negative entry. Respondents should make proper use of this section, and not incorrectly enter negative production figures in "Unfinished products", product 18, as the balancing item.

b) Transfers ‑ inter‑products

Report the net movement of product into or out of another product within a given province. Since the production is measured at the 'net yield' level, the inter-product transfer line should be restricted to marketing purposes where for example, the situation requires the sale of Diesel as, say, Light fuel oil.

Net transfers into a product are to be shown on the product page without parentheses e.g. 12,345.

Net transfers out of a product are to be shown as in parentheses e.g. (12,345).

Exception 1: In product 1A Propane and propane mixes page 3 and 1B Butane and butane mixes page 4, the inter-product transfers line is to be used for other than market­ing purposes; that is, to record transfers to Petrochemical feedstock’s and to Motor Gasoline. The same amounts must also be reported on the petrochemical feedstock and/or Motor gasoline product pages.
Exception 2: For product 18, Unfinished Products, the inter-products transfers' line is used to transfer amounts of unfinished product to the appropriate end product.

c) Transfers to Refinery Feedstocks

This line must be used for reporting those quantities of previously refined products, partially refined products and other materials used which are to be processed through the refinery for the production of refined products.

Report, by province and region, the quantity of these materials used as refinery feedstock i.e. quantities sent to distillation or other refinery units which were previously received from sources outside of the reporting refinery. These materials (crude tops, crude bottoms, LPG's, lube oil for recycling, other feedstock’s) should be shown on the most appropriate product page(s) and the total should equate with figures shown on page 2 question 9 "Other Materials used in operation". Thus the addition of line 3 product 1A (propane) and line 3 product 1B (butane) should equal line 8, page 2, "LPG's used as refinery feedstock". The amounts of these non-crude feeds being transferred to refinery feedstock at line 3 will also be shown as a receipt on the same page on the most appropriate line:

• 5 Transfers inter-provincial in
• 7 Receipts from other reporting companies
• 8 Receipts from non-reporting companies
• 9 Imports

The subtraction of line 3 precludes the possibility of double counting since the quantities have already been included in production and in the receipt line(s) 5, 7, 8, 9.

d) This line applies only to the three products indicated below. The quantities reported form a part of the total reported at line 2, Transfers — Interproducts. This line, i.e. line 4, is a non-additive line and must be excluded from the calculations used to arrive at the final entry, namely "Net Sales in Canada".

Product 1(A) Propane and propane mixes

Product 1(B) Butane and butane mixes

Use line 4 to indicate that quantity of these products transferred to "Petrochemical Feedstock’s".

Product 2. Petrochemical Feedstock’s

Use line 4 to indicate that quantity of energy by-products returned to the refinery operations from the petrochemical operations. (See Annex I for a more detailed description).

e) Transfers ‑ inter-provincial in

Report the gross movement of each product entering one province from another. The company holding title to the product as it crosses a provincial boundary will report the amounts involved. Do not report transfers made for another account if ownership lies with the other company. Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

f) Transfers ‑ inter-provincial out

Report the gross movement of each product leaving one province for another. The company holding title to the product as it crosses a provincial boundary will report the amounts involved. Do not report transfers made for another account if ownership lies with the other company. Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

Note 1: An inter-provincial transfer may be necessary following a receipt from a reporting or non-reporting company, or an import.

The following example illustrates how a combined inter-provincial transfer and inter-product transfer should be recorded.

Company "A" purchases diesel fuel oil from Company "B" in Quebec (both are respondents to this survey) and the change in ownership takes place in Quebec. Company "A" then sells this product as light fuel oil in Ontario.
Company "A" should report the following:

1. A receipt "From other reporting companies" of diesel fuel in Quebec, (line 7).
2. An inter-provincial transfer of diesel fuel out of Quebec, into Ontario, (lines 5 and 6).
3. An inter-product transfer out of diesel fuel into light fuel oil in Ontario, (line 2) in products 9 and 10.

Company "B" should report only a delivery of diesel fuel "to other reporting companies" in Quebec, (line 12).

Note 2: For each product, the Canadian level total shown on line 5 must equal that reported on line 6.

g) Receipts from Other Reporting Companies

Receipts from and deliveries to another reporting company relate to situations where a change in title to the product being transferred has occurred even if the product remains in the tanks of the "delivering" company. This concept of "receipts" and "deliveries" therefore obviously affects the measurement of inventories ‑ see sections j) and k) of these instructions.

Report all receipts of product from any companies listed on the back of the first page of the questionnaire. Include actual receipts emanating from sales agreements, processing agreements, exchanges, loans, etc. Exclude, however, any agreements, exchanges, loans, etc., which are based on future production. The quantities reported as receipts should agree with the amounts shown on the delivering companies' invoices or delivery notices and should be entered under the provinces where the change in title occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates. If all or any part of the amounts received are then shipped to another province before disposition, make the appropriate inter‑provincial transfers entries (lines 5 and 6).

Receipts of LPG's from gas processing plants should be recorded on line 8 "Receipts from non-reporting companies" even though such plants could be owned by reporting companies. If refinery-produced butane is purchased from another reporting company for blending into some other product, show both the receipt of the butane and an "Inter-product transfer" to the appropriate product.

Details of inter-company transactions are required where the transactions are for amounts of 200 cubic metres or more.

Please report the receipts in the same product classifications as those shown on the delivering companies' invoices. If all or any part of the amounts received are used in product classifications other than those shown on the invoices, the receiving company must make the appropriate inter-product transfer entries on line 2.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount received from each.  For each province, the sum of these amounts should agree with line 7 entries on the front of the page.

Sample Transactions:

1. A selling company which markets in more than one province could make the following entries: in line 6 "Inter-provincial Out" of his own province to the province of secondary receipt, which would be recorded under the appropriate section of line 5 "Inter-provincial In" and from there disposed as a delivery to another reporting company, as an export, a loss or adjustment or as a net sale in Canada, etc.
2. A company could perform the above "Inter-provincial transfers In" or "Out" and then transfer the product to another classification through use of line 2 "Transfers ‑ inter-products" e.g. Diesel fuel to light fuel oil, Butane to Petrochemical feedstocks, etc.

h) Receipts from Non-reporting Companies

Report all receipts of product from any companies whose names do not appear on the "List of Reporting Companies" (see back of the first page of the questionnaire).

Note 1: "Paybacks" of quantities of product delivered in a previous month to a non-reporting company and originally reported as a "Net sale in Canada" (under an exchange agreement), should not be recorded and "corrected" in the current month as "negative" receipt (line 8) or as a "negative" sale (line 16). Instead of adjusting a current month for a previous entry, please inform Statistics Canada by way of a note, indicating in detail the nature of the transaction.

Note 2: On the reverse side of the product pages, please enter the names of the "non-reporting" companies involved and the amounts received from each. For each province, the sum of these amounts should agree with line 8 entries on the front of the page.

All receipts of LPG from gas processing plants (even if owned by a reporting company) for use within the reporting refinery should be initially recorded on the propane/butane pages as "receipts from non-reporting companies". Subsequently:

1. Any quantity blended with other products should be recorded as a movement 'out' on the inter-products transfers’ line to the relevant products.
2. Any quantity destined to petrochemical feedstock’s should be similarly recorded, but with the actual quantity also shown at line 4 of the propane/butane pages.
3. Any quantity used in alkylation’s and similar processing units should be recorded at line 3 "Transfers to refinery feedstock’s". Such quantity would then be recorded at line 8 of page 2, and the resultant production there from would be included in the production of the relevant refined products.
4. Any quantity commingled with crude oil would be accorded the same treatment as (3) above.

i) Imports

Report the physical receipts of finished and unfinished products received from sources outside Canada. The company which clears the product through customs, or on whose behalf it was cleared, should report the import. If all or any part of the amount imported is used in a product classification other than that indicated on the customs entry document, the appropriate inter-products transfer must be made, (lines 2). Similarly, if the product is transported to a province other than that indicated on the entry form, the proper inter-provincial transfer (lines 5 and 6) must be made after recording the import in the province of entry.

j) and k) Inventories

Report all refinery and marketing inventories. The opening inventory for the reporting month should match the reported closing inventory of the previous month.

Inventories should include those that result from inter company transactions. As a consequence, if a change in title of a product has occurred (and has been reported), even if the product remains in the tanks of the "delivering" company, this product should nonetheless be reported as inventory of the "receiving" company. Inventories should not include any quantities of product linked to future production for the purpose of loan or repayment.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

• Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
• Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error would be corrected with the provision to Statistics Canada of an explanation and also the corrected entities.

l) Deliveries to Other Reporting Companies

Report all deliveries of product to any companies listed on the reverse side of the first page of this schedule. Include actual deliveries emanating from sales agreements, processing agreements, exchanges, loans, etc. Exclude, however, any agreements, exchanges, loans, etc. based on future production. The quantities reported as deliveries should be credited to the province where the change in ownership occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates.

Details of inter-company transactions are required where the transactions are 200 cubic metres and over.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount delivered to each. For each province, the sum of these amounts should agree with the line 12 entries on the front of the page.

m) Export

Report all sales of finished or unfinished products for exports (include domestic sales known for export market) outside Canada credited to the province of exit. Note that any inter-provincial movement should be recorded as an inter-provincial transfer on lines 5 and 6.

n) Losses & Adjustments

Reports all refinery or marketing losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions.

o) Own Consumption

Report all amounts of product produced or purchased and used in company operations. Exclude petro-chemical feedstock’s shipments to own petro-chemical complexes, and own production fuels used to generate electricity, to heat office buildings and to move goods (by air, road or ship). These products should be reported on line 16 -Net Sales in Canada.

p) Net Sales in Canada

Report all sales of finished and unfinished products (exclude domestic sales known for export market) for the provinces where such sales have taken place.

Note: On page 8, include any Ethanol/Methanol, MTBE/ETBE (Methyl or Ethyl-Tertiary-Butyl-Ether), Tame (Tertiary-Amyl-Methyl-Ether), TBA (Tertiary-Butyl Alcohol) and other components blended into gasoline which have been added before the final sale of any motor gasoline. This line is the sum of lines 7 to 10 (Receipts from Other Reporting companies + receipts from other Non Reporting companies + Imports + Opening Inventories), and lines 1, 2 and 5 (Refinery Production + Transfers + Interprovincial Transfers In) LESS lines 11 to 15 (Closing Inventories, Deliveries to other reporting companies, Exports, losses and adjustments, and own consumption) and LESS lines 3 and 6 (Transfers to Refinery Feedstock and Interprovincial Transfers Out). This figure should thus agree with the total monthly sales, by product and province, actually made by the company, less any sales "to other reporting companies", (line 12) and less any direct exports (line 13).

q) Page 8, Line 17 — All Sales of Motor Gasoline Through Retail Pumps

Report here all sales of motor gasoline (including ethanol/ methanol, MTBE/ETBE, TAME, TBA and other similar additives added) to retail outlets including marinas, irrespective of the type of ownership or operation. Include own brands, subsidiary brands, the known, or an authoritative estimate of retail sales of the respondent's jobbers, resellers, agents, etc.

Note: Any "Card-lock" (Key-lock) facility sales should not be included on this line.

Page 12, Line 17 — Volume of Net Sales (Low Sulphur Content)

Report here all sales of diesel fuel oil with sulphur content lower than 0.05%.

Page 14, Line 17 — Volume of Net Sales (Low Sulphur Content)

Report here sales of heavy fuel oil (4+5+6) with sulphur content lower than 1%.

Page 22, Product 19 — Total All Products

This page of the report is the sum of products 1A) to 18 of Section B.

• Note 1: Line 1, "Refinery production" should agree with the volumes shown in Section A, page 2 final line i.e. Total feedstock’s charged.

• Note 2: The totals of all inter-products transfers (line 2) should add to "nil".

• Note 3: Line 3, "Transfers to refinery feedstocks" should equal line 12 of page 2, "Total Other Materials Charged as Feedstock".

• Note 4: The Canadian total, line 5 should equal the total of line 6.

Page 23, Supplement to page 8 — Motor Gasoline Sales: Disposition of Motor Gasoline

1. Sales by "Grade"

Report here by grade (Premium, Mid-grade, Regular non-leaded and Regular leaded) a breakdown of the net sales shown on page 8, line 16.

2. Components Blended into motor Gasoline

1. Report all quantities of alcohols:
   • Line 6 (i) Ethanol — a light volatile alcohol intended for gasoline blending.
   • Line 7 (ii) Methanol — the simplest alcohol blended to increase the oxygen level in gasoline. Also called methyl alcohol, wood alcohol and wood spirit.
   • Line 8 (iii) TBA (Tertiary Butyl Alcohol) — an alcohol primarily used as a chemical feedstock, a solvent or feedstock for isobutylene production for MTBE.
2. Report all quantities of ethers such as
   • Line 9 (i) MTBE (Methyl tertiary butyl ether) — A gasoline additive produced from methanol and isobutylene used to increase the octane number and oxygen content of gasoline.
   • (ii) ETBE (Ethyl tertiary butyl ether) – A gasoline additive produced from ethanol and isobutylene for increasing the octane rating and oxygen content of gasoline while reducing its volatility. Similar to MTBE.
   • (iii) TAME (Tertiary amyl methyl ether) – An oxygenate blend stock formed by the catalytic etherification of isoamylene with methanol.
3. Report all other blending components.

Annex 1:
Supplement to Product #2 - Petrochemical Feedstock’s

I. General Definitions

1. Petrochemical feedstocks:

1. ethane, propane, butane from atmospheric distillation of crude oil and delivered to petrochemical operations;
2. ethane, ethylene, propane, propylene, butane, butylenes butadiene, produced in secondary refining operations such as catalytic cracking, hyrocracking, reforming, etc. - which are delivered to petrochemical operations or used internally by the refiner for the production of higher olefins or other petrochemicals;
3. pentane, naphtha’s [1], middle distillates, gas oil, raffinates delivered to steam cracking operations for petrochemical manufacture;
4. aromatic feed streams from reformers e.g. heart cut fed to solvent extraction units for recovery of benzene, toluene, xylene, and hexane.

See page 16 for details on the petrochemical feedstock stream.

2. Backflow to Refinery of Energy By-products:

Those materials obtained from the processing of the petrochemical feedstock in the petrochemical units which are returning to normal refinery production (e.g. raffinates, polymers, C₉+ aromatics, for gasoline blending).

3. Net Petrochemical Feedstocks:

This net figure equal’s gross petrochemical feedstock’s sent by the refinery to petrochemical activities less the backflow of energy by-products; therefore, representing the net disappearance of petrochemical feedstock’s needed for Canadian petrochemical activities.

II. Reporting Procedures

• Rule #1: LPG's produced in the refinery and destined to petrochemical activities must be reported initially on the LPG's product pages as production (line 1) and then transferred to the petrochemical feedstock’s product page through interproducts transfers (line 2).

• Rule #2: Production of petrochemical feedstock’s can be reported by two methods (see examples below). The "net yield" method is preferred, that is, net petrochemical feedstock’s (refer to definitions in I).

• Rule #3: The amount of backflow to the refinery of energy by products must be shown on line 4 of the petrochemical feedstock’s product page (line 4 is a non-additive line). By using the "net yield" reporting method, this backflow will not be added to the production of petrochemical feedstock’s but will be included in the production of the appropriate products (e.g. motor gasoline).

If the "gross" reporting method is used, the backflow must be transferred to the appropriate product page by the inter‑products transfers line.

[1] Exclude product "naphtha specialties".

III. Examples

Example 1 ‑ Net Yield Method (Recommended)

Crude input 250	Mogas	Petrochem	Unfinished	Total
Refinery Production	110	30	110	250
Backflow (memo item only)		20
Net sales in Canada	110	30	110	250

In this method, the backflow adjustments have already been applied to the production of motor gasoline and unfinished products. The net petrochemical feedstock’s equals 30 and the gross petrochemical feedstock’s 50 which is 30 plus the backflow of 20. The interproduct transfer’s line is not used.

Example 2 ‑ Gross method of petrochemical feedstock’s (Alternative)

Crude input 250	Mogas	Petrochem	Unfinished	Total
Refinery Production	100	50	100	250
Backflow (memo item only)		20
Interproduct Transfer	+10	-20	+10
Net sales in Canada	110	30	110	250

In this method, the refinery production equals the gross petrochemical feedstock’s (50). The backflow (20) is transferred to motor gasoline (10) and to unfinished products (10) by interproducts transfers line; the net petrochemical feedstock’s is therefore 30.

Annex 2: Product Classification
Section B, Refined Petroleum Products

The following list should be used as a guide when completing Section B. As it is not feasible to list all brand names in use in the industry, this list is intended only to give a reasonable sample of product names that have been established by common use. It should be noted that, where descriptive names do not provide adequate identification, the emphasis for classification purposes has been put on the end use of the product. In cases where products have brand names that are misleading for classification purposes, or are re‑brands of basic products, classification should be determined according to the basic products used, e.g. Weed Killer (Naphtha Specialties), Pole Treating Oil (Heavy Fuel), Dust Layer (Asphalt), etc.

Product Category	Description
1. (a) Propane and propane mixes.....	A normally gaseous paraffinic compound (C3H8) extracted from refinery gases.
(b) Butane and butane mixes........	A normally gaseous paraffinic hydrocarbon (C4H10) extracted from refinery gases.
2. Petrochemical feedstock’s............	Refinery gases or other petroleum derivatives if sold or shipped to a chemical company to be used as a raw material for further processing. Refer to Section B of the "Instructions" and annex 1 for a detailed explanation of the statistical treatment of this product.
3. Naphtha specialties.....................	Industrial and commercial solvents, lighting naphtha, mineral spirits and paint thinners.
4. Aviation gasoline..........................	All gasoline type fuels for piston type aircraft engines.
5. Motor gasoline.............................	All gasoline type fuels for internal combustion engines other than aircraft.
6. Aviation turbo fuel........................ (Kerosene type)	All kerosene type fuels (JetA-1) for turbo-jet or straight jet type aircraft engines.
7. Aviation turbo fuel........................ (Naphtha type)	All naphtha type fuels (Jet B) for turbo-jet or straight jet type aircraft engines.
8. Kerosene, stove oil......................	Kerosene, mineral lamp oil, no.1 fuel oil Stove oil (including all vapourizing burning oil).
9. Diesel fuel oil...............................	All grades of distillate fuel sold for diesel engine use including low sulphur content (with sulphur content lower than 0.05%).
10. Light fuel oil (nos. 2 and 3).............	All distillate type fuels for power burners Fuel oil No. 2 (heating oil No. 2) Fuel oil No. 3 (heating oil No. 3) Furnace fuel oil Gas oils Light industrial fuel
11. Heavy fuel oil (Nos. 4, 5 and 6)......	All grades of residual type fuels including low sulphur (with sulphur content lower than 1%) for both steam and diesel engines. Bunker B and Bunker C. Fuel oils Nos. 4, 5 and 6. Residual fuel oil.
12. Asphalt.......................................	Asphalt flux, asphalt primers, asphaltic saturants, bitumuls, briquetting binder, cutback asphalts, liquid or solid asphalts, oxidized asphalt, paving compounds, fluxes or primers.
13. Petroleum coke........................... (including coke from catalytic cracker)	All petroleum coke included. Petroleum coke is obtained mainly by cracking and carbonising of residue feedstock’s, tar and pitches in processes such as delayed coking or fluid coking. The two most important qualities are green coke and calcinated coke. This category also includes catalyst coke deposited on the catalyst during refining processes: this coke is not recoverable and is usually burned as refinery fuel.
14. Lubricating oil and grease.............	All oils and greases of petroleum origin manufactured or sold for lubricating purposes. Automotive or industrial oils which may be described as having special properties other than lubricating alone, such as brake fluids, automatic transmission oils, industrial cutting oils or coolants and rust preventatives. Cordate oils.
15. Wax and candles.........................	All types of paraffin candles, crude scales waxes, dark raw waxes, microcrystalline wax and paraffin waxes.
16. Still gas (still gas)........................	The remaining unseparated gaseous fractions produced in refinery distillation or cracking processes, after marketable products have been extracted. This is usually consumed as refinery fuel although sales have been made to public gas utilities under certain circumstances.
17. Refiney losses.............................	The volumetric change between refinery input of raw materials and output for finished products. Since greater volumes of finished products whose specific gravity is lighter than crude oil is produced in most modern refineries, there will usually be negative quantities or gains.
18. Unfinished product.......................	The volume in process in a refinery at any particular point in time that cannot be identified in end product terms. Also, imports or purchases of blending agents in inventory where the end product may be in doubt.
19. Total all products.........................	Grand total of all Finished Petroleum Products, Products no. 1(A) to 18 inclusive.

To eliminate the inconsistency of product classification between purchaser and seller, occurring when products are moved between companies, the purchaser will report the purchase in the product classification for which he was invoiced by the seller; the purchase will then be inter-product transferred into the product classification in which it will be disposed.

Manufacturing and Energy Division

Exploration, Development and Production for the Year Ending December 31, 2011

Confidential when completed.

Collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S19.

Completion of the questionnaire is a legal requirement under this act.

Please Correct any Mistakes in Name or Address

Survey Purpose

To obtain information on the Status of the energy industries of Canada. This information serves as an important indicator of Canadian economic performance, is used by all levels of government in establishing informed policies in the energy area and, in the case of public utilities, is used by governmental agencies to fulfil their regulatory responsibilities. The private sector likewise uses this information in the corporate decision-making process.

Confidentiality

Your answers are confidential.

Statistics Canada is prohibited by law from publishing 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. The confidentiality provisions of the  Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Any exception to the general rule of confidentiality under the Statistics Act is the disclosure, at the discretion of the Chief Statistician, of identifiable information relating  to public utilities, which includes undertakings supplying petroleum or petroleum products by pipeline, and undertakings supplying, transmitting or distributing gas, electricity or steam. This applies to the dissemination of aggregate survey results at the provincial or territorial level where only one or two public utilities may have reported data or where one dominates the industry in a particular province or territory.

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 must 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 the 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, 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.

Inquiries

If you require assistance in the completion of this questionnaire or have any questions regarding the survey, please contact us: Telephone: 1-877-604-7828 Fax: 1-800-755-5514.

Instructions and Notes

See Reporting Guide for definitions. Please complete and return to Statistics Canada, 150 Tunney’s Pasture Driveway, Ottawa K1A 0T6.

The information requested in this survey will be compiled in conjunction with other data collected by Statistics Canada to provide industry statistics for national accounting and other purposes. The final tabulations are reviewed by an advisory panel of representatives from industry and government.

The information provided in this survey pertaining to individual respondents will not be divulged, in any way, during the review.

Fax or Other Electronic Transmission Disclosure: Statistics Canada advises you there could be a risk of disclosure during the facsimile or other electronic transmission. However, upon receipt of your information, Statistics Canada will provide the guaranteed level of protection afforded all information collected under the authority of the Statistics Act.

Net Cash Expenditures

Please report expenditures in thousands of Canadian dollars. The intent of this survey is to collect the “Net Cash Expenditures” of each company active in this industry. Each company is requested to account for only its net interest (participating interest) in contractual agreements such as joint ventures, unitizations, enhanced recovery and pressure maintenance schemes. Information should be reported for your Canadian operations only.

Please note final estimates are available on demand.

List below, the Subsidiary Companies that are included in this report:

Type of Organization: (Check one)

• Individual ownership
• Partnership
• Incorporated Company
• Unincorporated
• Co-operative

Method used in accounting for exploration expenditures:

• Successful efforts method
• Full cost method
• Other (specify)

Certification

I certify that the information contained herein is substantially complete and correct to the best of my knowledge and belief

Signature

Name of signer (please print)

• Official position of signer
• Date
  • day month year

Name of persons to be contacted in connection with this report

• Telephone
• Fax
• E-mail address

Schedule I: Revenues, Expenses and Net Income

Total Upstream
(Thousands of Canadian dollars)

Revenues

1. Sales before Royalties, Taxes and Other Charges
2. All other Revenues
3. Gross Revenues (lines 1+2)

Deductions

4. Royalties and Similar Payments (sum of sch. II, lines 14 and 15 and sch. III, lines 6, 7 & 8)
5. Operating Costs (sum of sch. II, line 13 and sch. III, line 5)
6. Salaries and Wages
7. Other Cash Operating Costs
8. Interest Expense
9. Federal Income Tax
10. Provincial Income Tax
11. Deferred Income Tax
12. E & D Expenses charged to current operations
13. Depreciation/Amortization
14. Depletion
15. Write-offs and amortization of deferred charges
16. Other non-cash items
17. Total (sum of lines 4 to 16)
18. Net Income (line 3 minus 17)

Number of employees associated with 6. above

Schedule II: Non-conventional Sector

Crude Oil

• In-situ
• Mining
• Upgraders

Natural Gas in Coal

• British Columbia
• Alberta

Capital Expenditures
(thousands of Canadian dollars)

1. Land and lease acquisition and retention:
a) Acquisition costs of oil rights, fees and retention cost
b) Cost of land and lease purchased from others
2. Machinery and equipment
3. Housing
4. Drilling expenditures, pre-mining, (including over burden removal)
5. Capitalized overhead
6. Research and other costs
7. Total (sum of lines 1 to 6)

Operating Expenditures
(thousands of Canadian dollars)

8. Field, Well and/or Plant
9. Taxes (excluding income taxes and royalties)
10. Cost of Purchased Fuel and Electricity
11. Water handling/disposal
12. Operating Overhead
13. Total Operating Costs (sum of lines 8 to 12)
14. Provincial Royalties
15. Freehold Royalties
16. Unconventional Natural Gas Production in coal (Millions of cubic metres)

Note: Do not include any costs directly associated with the mining of coal.
Do not complete shaded areas, for Statistics Canada use only.
Please fill out Schedule VII (see last page) only if you have filled out Schedule II above.

Schedule III: Conventional Sector

Operating Costs and Royalties

Provinces

• British Columbia
• Alberta
• Saskatchewan
• Other provinces (specify separately)

Canada Lands (See attached reporting guide)

• Nova Scotia (Offshore)
• Newfoundland and Labrador (Offshore)
• N.W.T.
• Yukon
• Nunavut
• Other (specify)
• Total Canadian
  (thousands of Canadian dollars)

1. Field, Well and Gathering Operations - Oil and Gas
2. Natural Gas Processing Plants
3. Taxes (excluding income taxes and royalties)
4. Operating Overhead
5. Total Operating Costs (sum of lines 1 to 4)
6. Federal crown royalties
7. Provincial royalties and taxes
8. Non-crown royalties and similar payments

Schedule IV: Upstream Expenditures (Both Capitalized and Expensed¹)
(Conventional Area)

Provinces

• British Columbia
• Alberta
• Saskatchewan
• Other provinces (specify separately)

Canada Lands (See attached reporting guide)

• Nova Scotia (Offshore)
• Newfoundland and Labrador (Offshore)
• N.W.T.
• Yukon
• Nunavut
• Other (specify)
• Total Canadian
  (thousands of Canadian dollars)

Exploration ²

1. Oil and gas rights acquisition and retention costs
2. Cost of land and lease purchased from other petroleum companies
3. Geological and geophysical
4. Exploration drilling
5. Total exploration spending (lines 1 to 4)

Development ²

6. Development drilling
7. Cost of proven reserves purchased
8. Total development spending (lines 6 and 7)

Production ²

9. Production facilities
10. Non-production facilities
11. Enhanced recovery projects
12. Natural gas processing plants
13. Drilling rigs and supply boats
14. Total production spending (lines 9 to 13)

Upstream Overhead

15. Exploration
16. Development
17. Production
18. Total upstream overhead (lines 15 to 17)

¹ Expensed here relates to any exploratory and/or development expenditures that are expensed by companies using successful efforts method. Any expensed cost relating to production should be reported as operating costs.
²For each entry, please show gross expenditures before reductions due to incentives, tax credits, and insurance receipts and include exploration and development expenditures charged to current operations (if any).

Schedule V: Volume and Values of Sales*

Provinces

• British Columbia
• Alberta
• Saskatchewan
• Other provinces (specify separately)

Canada Lands (See attached reporting guide)

• Nova Scotia (Offshore)
• Newfoundland and Labrador (Offshore)
• N.W.T.
• Yukon
• Nunavut
• Other (specify)
• Total Canadian

Volume
(for metric conversion factors see reporting guide)
1. Conventional crude oil and condensate (10³ m³)
2. Synthetic crude oil (10³ m³)
3. Crude bitumen (10³ m³)
4. Marketable natural gas (10³ m³)
5. NGL'S / LPG'S a) Field (10³ m³)
b) Reprocessing plants (10³ m³)
6. Pentanes plus
a) Field (10³ m³)
b) Reprocessing plants (10³ m³)
7. Sulphur Sold (kilotonnes)

Value ¹
(thousands of Canadian dollars)

8. Conventional crude oil and condensate
9. Synthetic crude oil
10. Crude bitumen
11. Marketable natural gas
12. NGL'S / LPG'S a) Field
b) Reprocessing plants
13. Pentanes plus
a) Field
b) Reprocessing plants
14. Sulphur

*Exclude oil and gas purchased for resale, refining, fractionizing or further processing: but include value and volume of royalty portion of production. (1)
Total value should be equal to Schedule I, line1.

Schedule VI: Balance Sheet

Total Canadian
(thousands of Canadian dollars)
1. Total current assets
2. Net capital assets
3. Other assets
4. Total Assets (lines 1 to 3)
5. Current liabiities
6. Long term debt
7. Other liabilities
8. Equity
9. Total Liabilities and Equity (lines 5 to 8)

Schedule VII: Non-conventional Sector

Please Fill Out ‘Only’ if you Have Filled Out Schedule II.

Capital Expenditures by Asset Type

• In-Situ
• Mining
• Upgraders
• Power Generation
• Total
  (report by thousands of Canadian dollars)

Construction structures should be classified to an asset according to its principal 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 of the structure ( i.e. elevators, heating equipment, sprinkler systems, environmental controls, intercom systems, etc. ) should be reported as part of that structure as well as landscaping, associated parking lots, etc.

Construction (building and engineering)
                                                 
3205 Pipelines
2412 Water pumping stations and filtrations plants
1022 Bunkhouses, dormitories, camp cookeries, camps
3216 Exploration drilling
3217 Development drilling
3221 Geological, geophysical and other exploration and evaluation costs
3218 Production facilities in oil and gas extraction (including equipment installed as an integral feature of a fixed structure)
3220 Site development and other pre-mining costs
4999 Other engineering structures, please specify
5999 Other building construction, please specify
Total: Construction

Machinery and equipment

6010 Off-highway trucks
6001 Trucks and other motor vehicles
9008 Earth moving; mining and ore processing; and oil and gas industry specific equipment
9001 Generators, turbines, internal combustion engines and other motors
9002 Non-fuel dispensing pumps, air and gas compressors, fans and blowers
9195 Boilers, heat recovery steam generators
9013 Automatically controlling instruments and apparatus, liquid measuring and other process control instrumentation
9106 Conveyors, elevators, and hoisting machinery
9099 Other machinery and equipment, Please specify
Total: Machinery and equipment

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)
Mailing Address (MA)
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)
Immigrant (IMM)
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)
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)
Food security (FS)
Diary Drop-off (DD)
Statistics Canada (SC)
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_C01A.. If CN_N01 = 2 (personal) or CRN_N01 = 2 (personal)
Go to DW_N02

? DW_Q01
What type of dwelling do you live in? Is it a:
Interviewer: Read categories to respondent.

• … single detached?
• …double?
• …row or terrace?
• …duplex?
• …low-rise apartment of fewer than 5 stories or a flat?
• …high-rise apartment of 5 stories or more?
• …institution?
• …hotel; rooming/lodging house; camp?
• …mobile home?
• Other – Specify

DW_C01B If DW_Q01 = 10 "Other – Specify"
Go to DW_S01
Else (Go to END_BLOCK)

? DW_S01
Interviewer: Specify.
Note: RF and DK are not allowed.

DW_C02A If DW_Q01 = 10 (Go to END_BLOCK)

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 of (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
Else (Go to END_BLOCK)

DW_S02 
Interviewer: Specify. Note: RF and DK are not allowed.

Contact (CN)

CN_N01 Interviewer: Record method of interview.

• Telephone
• Personal
  Note: RF and DK are not allowed.

CN_N02 Interviewer: Have you made contact?

• Yes
• No (Go to END_BLOCK)
  Note: RF and DK are not allowed.

Interviewer Introduction (II)

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

Language of Preference (LP)

LP_Q01
Would you prefer to continue in English or in French?

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

LP_N02
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
  Note: RF and DK are not allowed.
  Default (Go to END_BLOCK)

LP_S02
Interviewer: Specify. Note: RF and DK are not allowed.

Initial Contact (IC)

IC_R01
I'm calling regarding the Survey of Household Spending. This survey collects information about the spending habits of households and looks at the amount of money households spend on food, clothing, shelter, transportation, health care and other items. Information is also collected about dwelling characteristics, household equipment and appliances owned.

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

While participation is voluntary, your assistance is essential if the results are to be accurate.
(Registration#: STC/HLD-45-60118)

Note: RF and DK 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 about the spending habits of households and looks at the amount of money households spend on various items.

Note: RF and DK 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.

Note: RF and DK 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.

Note: RF and DK are not allowed.

Confirm Listing Address (Personal) (LA)

LA_N01
Interviewer: Confirm the listing address.

Number
Interviewer: Enter the civic number.

• What is the civic number?

Street Interviewer: Enter the street name.

• What is the street name?
  Note: RF, DK and “null” are not allowed.

Apt
Interviewer: Enter the apartment number.

• What is the apartment number?
  Note: RF, DK and “null” are not allowed.

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

• What is the city, town, village or municipality?
  Note: RF, DK and “null” are not allowed.

Postal Code
Interviewer: Enter the postal code.

• What is the postal code?
  Note: If DK, RF or “null”, Go to PROV.

CONFPROV

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

So the [province / territory] is [province or territory based on postal code]

• Yes (Go to END_BLOCK)
• No
  Note: RF and DK are not allowed.

Province
Interviewer: Select the province or territory.
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
  Note: RF, DK and “null” are not allowed.

Mailing Address (MA)

MA_Q01
What is your correct mailing address?

Number
Interviewer: Enter the civic number.

• What is the civic number?
  Note: If DK or RF Go to CONFNUM
  Else Go to Street.

CONFNUM

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

• Yes (Go to END_BLOCK)
• No
  Note: RF and DK are not allowed.

Street
Interviewer: Enter the street name.

• What is the street name?

App
Interviewer: Enter the apartment number.

• What is the apartment number?

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

• What is the city, town, village or municipality?
  Note: RF, DK and “null” are not allowed.

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

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

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

• Yes (Go to END_BLOCK)
• No
  Note: RF and DK are not allowed.

Province
Interviewer: Select the province or territory.

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
  Note: RF, DK and “null” are not allowed.

State
Interviewer: Sélectionnez l'état.

• 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  
  Note: RF, DK and “null” are not allowed.

Zip Code
Interviewer: Enter only a US 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
• RF, DK (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.

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

Telephone No.
Interviewer: Enter the telephone number.
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.

Note: RF and DK are not allowed.

"Usual" Roster (USU)

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

Note: RF, DK and “null” are not allowed.

"Temp" Roster (TEM)

RS_Q02
Is anyone staying here temporarily?

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

TEM_Q01
What are the names of all persons who are staying here temporarily?
Note: 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)
• RF, DK (Go to END_BLOCK)

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

Sex (SEX)

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

• Male
• Female
  Note: RF, DK 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 : 130)

Date (DATE)

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

Months
Interviewer: Select the month.
What is the month?

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

Year
Interviewer: Enter a four digit year.

• 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>?
RF, DK 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
• 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)
  RF, DK 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)
• RF, DK (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

Immigrant (IMM)

IMM_Q01
In what country was [respondent name] born?

• Canada (Go to END_BLOCK)
• United States Go to IMM_Q02
• United Kingdom Go to IMM_Q02
• Germany Go to IMM_Q02
• Italy Go to IMM_Q02
• Poland Go to IMM_Q02
• Portugal Go to IMM_Q02
• China (People’s Republic of) Go to IMM_Q02
• Hong Kong Go to IMM_Q02
• India Go to IMM_Q02
• Philippines Go to IMM_Q02
• Vietnam Go to IMM_Q02
• Other – Search
• RF, DK Go to IMM_Q02

IMM_B01
Interviewer: In what country was [respondent name] born?
Specify place of birth according to current boundaries.

IMM_C01
If (IMM_B01_CorntryCode = 990) or (IMM_B01_CorntryCode = 000) Go to IMM_S01
Else (IMM_B01_CorntryCode = 014) (Go to END_BLOCK)
Else Go to IMM_Q02

IMM_S01
In what country was [respondent name] born? Note: RF and DK are not allowed.

IMM_Q02
Is [respondent name] now, or has <^heshe> ever been, a landed immigrant in Canada?

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

IMM_Q03
In what year did [respondent name] first become a landed immigrant?
(MIN: 1870) (MAX: 3000)

Person Providing Information (PPI)

PPI_N01
Interviewer: Select the person who [is providing/provided] the information.
Note: RF and DK 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
Call Block MN1 for each member of household, go to MN1.

MN1_Q010
Currently, what is ^FNameE main activity? ^IsHeShe:
Interviewer: 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
• RF, DK
  Default (Go to END_BLOCK)

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

Diary (DI)

DI_R005
Interviewer: Show the diary and diary guide to the respondent.
Briefly introduce it 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
• RF, DK

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

AL_Q020
Can you tell me who they are?

? 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
• RF, DK

AL_C040
If (AL_Q030 = 1 or 2) and HCNum > 1 Go to AL_Q040
Else (Go to END_BLOCK)

AL_Q040
Can you tell me who they are?
Note: RF and DK are not allowed.

Dwelling Characteristics (DC)

DC_R001
The next section refers to the characteristics of your dwelling.

? 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)
• RF, DK
  Default Go to DC_Q020

DC_S010
What type of dwelling do you live in? Is it:
Specify. RF, DK

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

• Yes
• No
• RF, DK

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

DC_C031
If DC_Q030 = RF, DK Go to DC_Q031
Else 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
• RF, DK

? 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.
• RF, DK

DC_Q050
How many bedrooms are there in this dwelling?
Include all rooms designated as bedrooms even though the use may be occasional, as in the case of spare bedrooms.
Do not include bedrooms used solely for business purposes.
Do not include rooms designated as dining rooms or living rooms which may be used as bedrooms at night.
Interviewer: If a bachelor apartment, enter <0> bedrooms.
[Min: 0 Max: 20] RF, DK

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

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] RF, DK

? 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] RF, DK

FD_C021
If FD_Q020 = 0 Go to FD_Q021
Else Go to FD_Q030

FD_Q021
Please explain why there is no telephone (at this dwelling)?
Interviewer: Specify.
RF, DK
DEFAULT 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] RF, DK

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

• Yes
• No
• RF, DK

FD_C045
If FD_Q040 = 1, Go to FD_Q045
Else 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?
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

FD_C120
If FD_Q110 = 2 or RF, DK (Go to END_BLOCK)
Else 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?
• … connection to a television?
• … a satellite dish?
• … wireless, for example, cell phone, personal digital appliance?
• Other type de connexion,
  Specify Go to FD_S120
• RF, DK
  (Go to END_BLOCK)

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

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 without a mortgage (by your household)?
• … owned with a mortgage (by your household)?
• … rented (by your household)?
• … occupied rent-free (by your household), that is, where no member owns the dwelling and no rent is charged?
  Note: RF and DK are not allowed.

TE_C020
If (TE_Q010 = 1 or TE_Q010=2) Go to TE_Q020
Else 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] RF, DK

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] RF, DK

TE_C040 If (DC_Q010 < 5) Go to TE_Q040
Else 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
• RF, DK

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

TE_Q060
In which month?

Interviewer: Select the month.

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

Current Owner (CO)

CO_C001
If TE_Q010 = 1 (without a mortgage) or 2 (with a mortgage) Go to CO_R001
Else (Go to END_BLOCK)

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] RF, DK

CO_C011
If CO_Q010 = 0 Go to CO_Q011
Else Go to CO_Q020

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

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

CO_C021
If CO_Q020 > 0 Go to CO_Q021
Else Go to CO_Q030

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

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

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

• Weeks
• Months
  Note: RF and DK are not allowed.

CO_C030
If DC_Q020 = 1 Go to CO_Q030
Else Go to CO_Q040

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

CO_C031
If CO_Q030 > 0 Go to CO_Q031
Else Go to CO_Q040

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

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

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

• Weeks
• Months
  Note: RF and DK are not allowed.

CO_Q035
Which of the following services were included in the condominium fees:
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 t?
• … amenities?
  Others – Specify Go to CO_S035
  RF, DK
  Go to CO_Q040

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

Other - Specify. RF, DK
Note: ‘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] RF, DK

? 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] RF, DK

? 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 pad 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] RF, DK

CO_C061
If CO_Q060 > 0 Go to CO_Q061
Else Go to CO_C070

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

CO_C070
If TE_Q010 = 2 (with a mortgage) Go to CO_R070
If TE_Q010 = 1 Go to CO_R200

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?

• 1
• 2
• More than 2
• RF, DK
  Note: RF and DK treated like category 1 in CO_B080

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] RF, DK

CO1_C081
If CO1_Q080 > 0 Go to CO1_Q081
Else 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)
• RF, DK
  Go to CO1_Q090

CO1_S081
What was the payment period? Was it:
Interviewer: Specify.
RF, DK

? 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] RF, DK

CO1_C095
If CO1_Q090 = 0 Go to CO1_Q100
Else Go to CO1_Q095

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

• Yes
• No
• RF, DK

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

• Yes
• No
• RF, DK

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] RF, DK

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] RF DK

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

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] RF, DK

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

• Fixed rate
• Variable rate
• RF, DK

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
• RF, DK

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] RF, DK

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] RF, DK

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
• RF, DK

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] RF, DK

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

CO1_Q125
Indicate if the balance owing was as of the:
Interviewer: Read categories to respondent.

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

CO1_Q130
In which of the following groups do you estimate your current balance owing is for the (^DT_NbrmortgageE)? Was 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?
• RF, DK

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. Is it:
Other - Specify. RF, DK Note: ‘“Empty” is not a valid response.

CO1_Q140
What is the current term of the (^DT_NbrmortgageE)? Was 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)
• RF, DK
  Go to CO1_Q150

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

CO1_Q150
What was the starting year of the current term of the (^DT_NbrmortgageE)?
(MIN: 1979) (MAX: 2010) RF, DK

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
• RF, DK

CO1_Q160
In what year do you need to renew your (^DT_nbrmortgageE)?
(MIN : 2009) (MAX : 2040) RF, DK

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
• RF, DK

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

CO_C201
IF CO_Q200 > 0 Go to CO_Q201
Else Go to CO_Q210

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

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

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

• Weeks
• Months
  Note: RF and DK are not allowed.

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

CO_C211
If CO_Q210 > 0 Go to CO_Q211
Else Go to CO_Q230

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

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

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

• Weeks
• Months
  Note: RF and DK 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] RF, DK

CO_C231
If CO_Q230 > 0 Go to CO_Q231
Else Go to CO_Q250

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

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

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

• Weeks
• Months
  Note: RF and DK 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] RF, DK

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] RF, DK

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] RF, DK

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] RF, DK

CO_C281
If CO_Q280 > 0 Go to CO_Q281
Else Go to CO_Q290

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

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

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

• Weeks
• Months
  Note: RF and DK are not allowed.

? CO_Q290
Does your household finance this dwelling (all or part) using an arrangement which is not a mortgage?

• Yes
• No
• RF, DK

CO_C300
If CO_Q290 = 1 Go to CO_Q300
Else Go to END_BLOCK

CO_Q300
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_S300)
• RF, DK
  Go to CO_C310

CO_S300
What kind of financing was used? Was it:
Other - Specify
Interviewer: Specify
RF, DK Note: 'Empty' is not a valid response
Go to CO_C310

CO_C310
If 1 in CO_Q300 Go to CO_Q310
Else (Go to END_BLOCK)

CO_Q310
How much did your household owe on the home equity line of credit as of the last statement?
(MIN : 0) (MAX : 99999997) RF, DK

CO_Q320
In the last statement, how much did your household pay:
… in principal on the home equity line of credit?
(MIN : 0) (MAX : 99999997) RF, DK

CO_Q330
In the last statement, how much did your household pay:
… in interest on the home equity line of credit?
(MIN : 0) (MAX : 99999997) RF, DK

Current Renters (CR)

CR_C001
If TE_Q010 = 3 (rented) or 4 (occupied rent-free) Go to CR_R001
Else (Go to END_BLOCK)

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
Else Go to CR_Q060

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

CR_C021
If CR_Q020 > 0 Go to CR_Q021
Else Go to CR_Q025

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

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

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

• Weeks
• Months
  Note: RF and DK 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?
• Other - Specify. (Go to CR_S025)
• None of the above.
• RF, DK

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

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], RF, DK

CR_Q040
Does your household pay a reduced rent?

• Yes
• No
• RF, DK

CR_C050
If CR_Q040 =1 Go to CR_Q050
Else 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?
• RF, DK

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] RF, DK

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

CR_C071
If CR_Q070 > 0 Go to CR_Q071
Else Go to CR_Q080

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

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

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

• Weeks
• Months
  Note: RF and DK 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] RF, DK

CR_C081
If CR_Q080 > 0 Go to CR_Q081
Else Go to CR_R100

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

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

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

• Weeks
• Month
  Note: RF and DK 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] RF, DK

CR_C100
If CR_Q100 > 0 Go to CR_Q101
Else Go to CR_Q110

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

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

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

• Weeks
• Months
  Note: RF and DK are not allowed.

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

CR_C111
If CR_Q110 > 0 Go to CR_Q111
Else Go to CR_Q130

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

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

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

• Weeks
• Months
  Note: RF and DK 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] RF, DK

CR_C131  
If CR_Q130 > 0 Go to CR_Q131
Else Go to CR_Q140

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

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

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

• Weeks
• Months
  Note: RF and DK 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] RF, DK

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] RF, DK

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] RF, DK

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

CR_C171  
If CR_Q170 > 0 Go to CR_Q171
Else Go to END_BLOCK

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

CR_C172.....
If CR_Q171 = RF, DK Go to END_BLOCK
Else Go to CR_N172

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

• Weeks
• Months
  Note: RF and DK 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
• RF, DK Go to PS_Q050
  Default Go to PS_B020

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] RF, DK

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

? 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 END_BLOCK)
• 1
• 2
• 3
• RF, DK (Go to END_BLOCK)
  Default Go to PS_B060

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] RF, DK

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

Improvements and Repairs of Principal Residence (RR)

RR1_C001
If TE_Q010 = 1 or 2 Go to RR1_R001
Else (Go to END_BLOCK)

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

Exclude expenses for vacation homes, secondary residences, rented principal residences and other properties.
Exclude expenses charged against business and rental income.

Exclude 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.
Interviewer: Press <1> to continue.

RR1_C010
This first set of questions is about money your household spent on work done to the outside of your dwelling (owned principal residence).
Interviewer: Press <1> to continue.

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: 0 Max: 99999997] RF, DK

RR1_C011
If RR1_Q010 > 0 Go to RR1_Q011
Else Go to RR1_Q020

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
• RF, DK

RR1_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… roofs?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).

• Yes
• No
  Note: RF and DK are not allowed.

RR1_C021
If RR1_Q020 = 1 Go to RR1_Q021
Else Go to RR1_Q030

RR1_Q021
How much was spent for complete re-roofing – that is replacing all the shingles or complete re-tarring?
[Min: 0 Max: 99999997]

RR1_C022
If RR1_Q021 > 0 Go to RR1_Q022
Else Go to RR1_Q023

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
• RF, DK

RR1_Q023
How much was spent for fixing and maintaining the existing roof?
[Min: 0 Max: 99999997]

RR1_Q030
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… eavestroughing?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).

• Yes
• No
  Note: RF and DK are not allowed.

RR1_C031
If RR1_Q030 = 1 Go to RR1_Q031
Else Go to RR1_Q040

RR1_Q031
How much was spent for installing or completely replacing eavestroughing?
[Min: 0 Max: 99999997]

RR1_C032
If RR1_Q031 > 0 Go to RR1_Q032
Else Go to RR1_Q033

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
• RF, DK

RR1_Q033
How much was spent for fixing and maintaining existing eavestroughing?
[Min: 0 Max: 99999997]

? RR1_Q040 In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… exterior walls, siding, soffits, facia, chimneys and foundations?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).

• Yes
• No
  Note: RF and DK are not allowed.

RR1_C041
If RR1_Q040 = 1 Go to RR1_Q041
Else Go to RR1_Q050

RR1_Q041
How much was spent for adding or completely replacing exterior walls, siding, soffits, facia, chimneys and foundations?
Exclude chimney cleaning.
[Min: 0 Max: 99999997]

RR1_C042
If RR1_Q041 > 0 Go to RR1_Q042
Else Go to RR1_Q043

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
• RF, DK

RR1_Q043
How much was spent for fixing and maintaining existing exterior walls, siding, soffits, facia, chimneys and foundations?
Exclude chimney cleaning.
[Min: 0 Max: 99999997]

RR1_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… windows and exterior doors including garage doors?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).

• Yes
• No
  Note: RF and DK are not allowed.

RR1_C051
If RR1_Q050 = 1 Go to RR1_Q051
Else Go to RR1_Q060

RR1_Q051
How much was spent for adding or replacing windows and exterior doors including garage doors?
[Min: 0 Max: 99999997]

RR1_C052
If RR1_Q051 > 0 Go to RR1_Q052
Else Go to RR1_Q053

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
• RF, DK

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.
[Min: 0 Max: 99999997]

? RR1_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects such as installing a pond?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).

• Yes
• No
  Note: RF and DK are not allowed.

RR1_C061
If RR1_Q060 = 1 GO TO RR1_Q061
ELSE GO TO RR1_Q070

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 resodding, shrubs and trees.
Exclude hobby gardening.
[Min: 0 Max: 99999997]

RR1_C062
If RR1_Q061 > 0 Go to RR1_Q062
Else Go to RR1_Q063

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
• RF, DK

RR1_Q063
How much was spent for fixing and maintaining existing fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and ponds?
[Min: 0 Max: 99999997]

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?
Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR1_Q010).
[Min: 0 Max: 99999997]

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: 0 Max: 99999997]

RR1_C081
If RR1_Q080 > 499 Go to RR1_Q081
Else Go to RR1_R100

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
• RF, DK

RR1_R100
This next set of questions is about money your household spent on work done to the inside of your dwelling (owned principal residence).

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: 0 Max: 99999997]

RR1_C101
If RR1_Q100 > 0 Go to RR1_Q101
Else Go to RR1_Q110

RR1_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
• RF, DK

? RR1_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.
[Min: 0 Max: 99999997]

RR1_C111
If RR1_Q110 > 0 Go to RR1_Q111
Else Go to RR1_Q120

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
• RF, DK

RR1_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.
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in RR1_Q010, RR1_Q100, or RR1_Q110).
[Min: 0 Max: 99999997]

RR1_C121
If RR1_Q120 > 0 Go to RR1_Q121
Else (Go to END_BLOCK)

RR1_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
• RF, DK

RR2_Q130
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… a concrete basement floor?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C131
If RR2_Q130 = 1 GO TO RR2_Q131
ELSE GO TO RR2_Q140

RR2_Q131
How much was spent for adding or completely replacing a concrete basement floor?
[Min: 0 Max: 99999997]

RR2_C132
If RR2_Q131 > 0 Go to RR2_Q132
Else Go to RR2_Q133

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
• RF, DK

RR2_Q133
How much was spent for fixing and maintaining an existing concrete basement floor?
[Min: 0 Max: 99999997]

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?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).
[Min: 0 Max: 99999997]

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.
[Min: 0 Max: 99999997]

RR2_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C161
If RR2_Q160 = 1 GO TO RR2_Q161
ELSE GO TO RR2_Q170

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.
[Min: 0 Max: 99999997]

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
• RF, DK

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.
Exclude carpet cleaning.
[Min: 0 Max: 99999997]

RR2_Q170
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C171
If RR2_Q170 = 1 GO TO RR2_Q171
ELSE GO TO RR2_Q180

RR2_Q171
How much was spent for adding or replacing interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors??
[Min: 0 Max: 99999997]

RR2_C172
If RR2_Q171 > 0 Go to RR2_Q172
Else Go to RR2_Q173

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
• RF, DK

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.
[Min: 0 Max: 99999997]

RR2_Q180
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… plumbing fixtures and equipment, for example, faucets, sinks, bathtubs, shower units, hot tubs, hot water tank and water softener?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C181
If RR2_Q180 = 1 GO TO RR2_Q181
ELSE GO TO RR2_Q190

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?
[Min: 0 Max: 99999997]

RR2_C182
If RR2_Q181 > 0 Go to RR2_Q182
Else Go to RR2_Q183

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
• RF, DK

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?
[Min: 0 Max: 99999997]

? RR2_Q190
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… heating and/or air conditioning equipment, for example, furnaces, fireplaces and oil tanks?
Include replacing furnace filters and service contracts.
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C191
If RR2_Q190 = 1 GO TO RR2_Q191
ELSE GO TO RR2_Q200

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: 0 Max: 99999997]

RR2_C192
If RR2_Q191 > 0 Go to RR2_Q192
Else Go to RR2_Q193

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
• RF, DK

RR2_Q193
How much was spent for fixing and maintaining existing heating and/or air conditioning equipment, for example, furnaces, fireplaces and oil tanks?
[Min: 0 Max: 99999997]

RR2_Q200
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did your household have any expenses for:
… home security devices?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in question RR1_Q100, RR1_Q110, or RR1_Q120).

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C201
If RR2_Q200 = 1 GO TO RR2_Q201
ELSE GO TO RR2_Q210

RR2_Q201
How much was spent for installing, upgrading or completely replacing home security devices?
Exclude monitoring services (record in section HF – Household Furnishings and Equipment, question HF_Q230).
[Min: 0 Max: 99999997]

RR2_C202
If RR2_Q201 > 0 Go to RR2_Q202
Else Go to RR2_Q203

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
• RF, DK

RR2_Q203
How much was spent for fixing and maintaining existing home security devices?
Exclude monitoring services (record in section HF – Household Furnishings and Equipment, question HF_Q230).
[Min: 0 Max: 99999997]

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?
[Min: 0 Max: 99999997]

RR2_C211
If RR2_Q210 > 0 Go to RR2_Q211
Else Go to RR2_R220

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
• RF, DK

RR2_R220
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).

RR2_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?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or renovation (record in question RR1_Q010, RR1_Q100, RR1_Q110, or RR1_Q120).
[Min: 0 Max: 99999997]

RR2_Q230
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… insulation?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or renovation (record in question RR1_Q010, RR1_Q100, RR1_Q110, or RR1_Q120).
[Min: 0 Max: 99999997]

RR2_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
• RF, DK

RR2_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?
Exclude expenses that were already reported as a part of a large project such as an addition, extension or renovations (record in question RR1_Q010, RR1_Q100, RR1_Q110, or RR1_Q120).
[Min: 0 Max: 99999997]

? RR2_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.

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C251
IF RR2_Q250 = 1 Go to RR2_Q251
Else Go to RR2_Q270

RR2_Q251
Please list all other improvements or renovations.
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>.
Note: RF and DK are not allowed. ‘Empty’ is not a valid response.

RR2_B251
Call Block RR3 (Up to 10 times) or depending on number of descriptions listed at RR2_Q251. Pass RR2_Q251 (description of improvements or renovations) and number of descriptions listed to RR3.

RR3_Q260
How much did your household spend for (^aNbrE) other improvement or renovation (^RR2_Q251)?
[Min: 1 Max: 99999997] RF, DK

RR3_C261
If RR3_Q260 = (DK or RF) go to End Block
Else go to RR3_Q261

RR3_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
• RF, DK

? 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?

• Yes
• No
  Note: RF and DK are not allowed.

RR2_C271
IF RR2_Q270 = 1 Go to RR2_Q271
Else Go to RR2_C290

RR2_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>.
Note: RF, DK or ‘Empty’ are not allowed.

RR2_B271
Call Block RR4 (Up to 10 times) or Depending on number of descriptions listed at RR2_Q271. Pass RR2_Q271 (description of improvements or renovation) and number of descriptions listed to RR4.

RR4_Q280
How much did your household spend for (^aNbrE) other repair or maintenance (^RR2_Q271)?
[Min: 1 Max: 99999997] RF, DK

RR2_C290
If ImpAlt_TempTot = 0 Go to RR2_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), (RR2_Q230 if > 999))

RR2_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]

RR2_C291
If RR2_Q290 = 0 or RF, DK Go to RR2_C300

RR2_Q291
Interviewer: Was this an amount or a percentage?

• Amount
• Percentage
  Note: RF and DK are not allowed.

RR2_C300
If Repairs_TempTot = 0 Go to End Block
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, RR2_Q220, RR2_Q240, RR4_Q280, (RR2_Q080 if < 500), (RR2_Q230 < 1000))

RR2_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.
[Min: 0 Max: 99999997]
If RR2_Q300 = 0 or RF, DK Go to END_BLOCK

RR2_Q301
Interviewer: Was this an amount or a percentage?

• Amount
• Percentage
  Note: RF and DK 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. Press <1> to continue.

? 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
• RF, DK

OS_C020
If OS_Q010 = 1 Go to OS_Q020
Else 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
• RF, DK

OS_C040
If OS_Q020 = 1 Go to OS_ Q040
Else Go to OS_Q050

OS_Q040
What was the purchase price?
[Min: 1 Max: 99999997] RF, DK

OS_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend in total on mortgage payments?
Exclude payments made at time of sale.
[Min: 0 Max: 99999997] RF, DK

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
• RF, DK

OS_C080
If OS_Q060 = 1 Go to OS_ Q080
Else Go to OS_Q100

OS_Q080
What was the selling price?
[Min: 1 Max: 99999997] RF, DK

OS_Q090
What were the real estate commissions?
[Min: 0 Max: 99999997] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

OS_Q130
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… property insurance?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

? 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] RF, DK

? 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
• RF, DK

OS_C170
If (OS_Q160 = 2 or RF, DK) (Go to END_BLOCK)
Else Go to OS_Q170

OS_Q170
Was the other property purchased in the last 12 months, (that is, from ^aRMY12E to ^bRMY12E)?

• Yes
• No
• RF, DK

OS_C190
If (OS_Q170 = 2 or RF, DK) Go to OS_Q200
Else Go to OS_Q190

OS_Q190
What was the purchase price?
[Min: 1 Max: 99999997] RF, DK

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] RF, DK

OS_Q210
In the last 12 months, (from ^aRMY12E to ^bRMY12E) did anyone in your household sell any other property?

• Yes
• No
• RF, DK

OS_C230
If (OS_Q210 = 2 or RF, DK) o to OS_Q250
Else Go to OS_Q230

OS_Q230
What was the selling price?
[Min: 1 Max: 99999997] RF, DK

OS_Q240
What were the real estate commissions?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

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] RF, DK

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.
Exclude 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. 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 rentals.
• …rugs, mats and under-padding?
  Do not include wall-to-wall carpeting.
• …works of art, carvings and other decorative ware?
• … antiques?
• … refrigerators and freezers?
  Include built-in appliances.
• … microwave ovens?
  Include built-in appliances.
• … cooking appliances?
  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.
• None of the above  Go to HF_Q115
• RF, DK Go to HF_Q115

HF_C020
If HF_Q010 = 1 (furniture for indoor or outdoor use) Go to HF_Q020
Else 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] RF, DK

HF_C030
If HF_Q010 = 2 (rugs, mats and under-padding) Go to HF_Q030
Else 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] RF, DK

HF_C040
If HF_Q010 = 3 (works of art, carving and other decorative ware) Go to HF_Q040
Else 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] RF, DK

HF_C050
If HF_Q010 = 4 (antiques) Go to HF_Q050
Else 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] RF, DK

HF_C060
If HF_Q010 = 5 (refrigerators and freezers) Go to HF_Q060
Else 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] RF, DK

HF_C070
If HF_Q010 = 6 (microwave ovens) Go to HF_Q070
Else 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] RF, DK

HF_C080
If HF_Q010 = 7 (cooking appliances) Go to HF_Q080
Else 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] RF, DK

HF_C090
If HF_Q010 = 8 (washers and dryers) Go to HF_Q090
Else 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] RF, DK

HF_C100
If HF_Q010 = 9 (dishwashers) Go to HF_Q100
Else 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] RF, DK

HF_C110
If HF_Q010 = 10 (room air conditioners, portable humidifiers and dehumidifiers) Go to HF_Q110
Else Go to HF_Q115

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] RF, DK

? HF_Q115
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… home theatre systems?
[Min: 0 Max: 99999997] RF, DK

? 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: 0 Max: 99999997] RF, DK

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, 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: 0 Max: 99999997] RF, DK

? 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: 0 Max: 99999997] RF, DK

HF_Q135
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… CD players and DVD players?
Do not include home theatre systems.
Do not include Blu-ray players
[Min: 0 Max: 99999997] RF, DK

? 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: 0 Max: 99999997] RF, DK

? 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.
[Min: 0 Max: 99999997] RF, DK

HF_Q150
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
• RF, DK

HF_C151
If HF_Q150 = 1 Go to HF_Q151
Else Go to HF_Q170

HF_Q151
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 HF_S151
  Note: RF and DK are not allowed.
  Default Go to HF_Q155

HF_S151
Which of the following services are included:
Other – Specify
RF, DK

HF_Q155
Can you provide the breakdown of the expenses?

• Yes
• No
  Note: RF and DK are not allowed.

HF_C160
If HF_Q155 = 2 Go to HF_Q160
Else Go to HF_Q170

HF_Q160
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] RF, DK

HF_C161
If HF_Q160 > 0 Go to HF_Q161
Else Go to HF_Q170

HF_Q161
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C162
If HF_Q161 = RF, DK Go to HF_Q170
Else Go to HF_N162

HF_N162
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 = 1, ^DT_SERVINC = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_SERVINC = "(Do not include any amounts already reported as a package or <bundled service>.)".

? HF_Q170
How much was your household’s last payment for:
… the landline telephone services?
^DT_SERVINC
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] RF, DK

HF_C171
If HF_Q170 > 0 Go to HF_Q171
Else Go to HF_Q190

HF_Q171
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C172
If HF_Q171 = RF, DK Go to HF_Q190
Else Go to HF_N172

HF_N172
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 = 1, ^DT_Q190E = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_Q190E = "(Do not include any amounts already reported as a package or <bundled service>.)".
If HF_Q155 NE 1 and 2, ^DT_Q190E = "EMPTY".

HF_Q190
How much was your household’s last payment for:
… cell phone, pager and handheld text messaging services?
^DT_Q190E
[Min: 0 Max: 99999997] RF, DK

HF_C191
If HF_Q190 > 0 Go to HF_Q191
Else Go to HF_Q200

HF_Q191
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C192
If HF_Q191 = RF, DK Go to HF_Q200
Else Go to HF_N192

HF_N192
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 = 1, ^DT_Q200E = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_Q200E = "(Do not include any amounts already reported as a package or <bundled service>.)".
If HF_Q155 NE 1 and 2, ^DT_Q200E = "EMPTY".

? HF_Q200
How much was your household’s last payment for:
… cablevision services including any installation, service and pay TV charges?
^DT_Q200E
[Min: 0 Max: 99999997] RF, DK

HF_C201
If HF_Q200 > 0 Go to HF_Q201
Else Go to HF_Q210

HF_Q201
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C202
If HF_Q201 = RF, DK Go to HF_Q210
Else Go to HF_N202

HF_N202
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 = 1, ^DT_Q210E = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_Q210E = "(Do not include any amounts already reported as a package or <bundled service>.)".
If HF_Q155 NE 1 and 2, ^DT_Q210E = "EMPTY".

HF_Q210
How much was your household’s last payment for:
… satellite TV or radio services including any installation, service and pay TV charges?
^DT_Q210E
[Min: 0 Max: 99999997] RF, DK

HF_C211
If HF_Q210 > 0 Go to HF_Q211
Else Go to HF_Q220

HF_Q211
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C212
If HF_Q211 = RF, DK Go to HF_Q220
Else Go to HF_N212

HF_N212
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 NE 1 and 2, ^DT_Q220E = "EMPTY".
If HF_Q155 = 1, ^DT_Q220E = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_Q220E = "(Do not include any amounts already reported as a package or <bundled service>.)".

HF_Q220
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.
^DT_Q220E
[Min: 0 Max: 99999997] RF, DK

HF_C221
If HF_Q220 > 0 Go to HF_Q221
Else Go to HF_Q230

HF_Q221
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C222
If HF_Q221 = RF, DK Go to HF_Q230
Else Go to HF_N222

HF_N222
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

Note: If HF_Q155 ne 1 and 2, ^DT_Q230E = "EMPTY".
If HF_Q155 = 1, ^DT_Q230E = "(Include all amounts whether they were paid separately or were part of a <bundled service>.)".
If HF_Q155 = 2, ^DT_Q230E = "(Do not include any amounts already reported as a package or <bundled service>.)".

? HF_Q230
How much was your household’s last payment for:
… home security services?
^DT_Q230E
Do not include any installation charges.
[Min: 0 Max: 99999997] RF, DK

HF_C231
If HF_Q230 > 0 Go to HF_Q231
Else Go to HF_Q240

HF_Q231
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C232
If HF_Q231 = RF, DK Go to HF_Q240
Else Go to HF_N232

HF_N232
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

? HF_Q240
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] RF, DK

HF_C241
IF HF_Q240 > 0 Go to HF_Q241
Else Go to END_BLOCK

HF_Q241
How many weeks or months did this payment cover?
[Min: 1 Max: 52] RF, DK

HF_C242
If HF_Q241 = RF, DK (Go to END_BLOCK)
Else Go to HF_N242

HF_N242
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed

Child Care (CC)

CC_R001
The next section refers to spending on child care.

CC_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. Mark all that apply.

• … day care centres?
• … other child care outside your home?
  Include child care services offered in schools. Do not include children's camps.
• … regular child care in your home? Do not include occasional babysitting.
• None of the above Go to END_BLOCK
  Note: RF and DK are not allowed.
  (Go to END_BLOCK)

CC_C020
If CC_Q010 = 1 (Day care centres) Go to CC_Q020
Else  Go to CC_C030

CC_Q020
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… day care centres?
[Min: 1 Max: 99999997] RF, DK

CC_C030
If CC_Q010 = 2 (Other child care) Go to CC_Q030
Else Go to CC_C040

? CC_Q030
In the last month, (from ^aRMY1E to ^bRMY1E), how much did your household spend on:
… other child care outside the home?
Include child care services offered in schools.
Do not include children's camps, for example, day camps, summer camps.
[Min: 1 Max: 99999997] RF, DK

CC_C040
If CC_Q010 = 3 (regular child care) Go to CC_Q040
Else Go to END_BLOCK

? CC_Q040
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.
[Min: 1 Max: 99999997] RF, DK

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.
Exclude non-food items bought with your groceries.
[Min: 0 Max: 99999997] RF, DK

FO_Q030
In the last 12 months, (from <^aRMY12E> to <^bRMY12E>), what was the estimated value of any gifts of food and food from your own farm, garden, from hunting or fishing that added to your supplies?
[Min: 0 Max: 99999997] RF, DK

Clothing for women and girls 4 years and over (CF)

CF_R001
The next section refers to spending on clothing in the last 3 months for women and girls aged 4 years and over.
Include all items purchased for present or future use.
Include sales taxes.
Do not include purchases for unborn children (report in CG_Q030).
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG - Clothing - Gifts of Clothing, question CG_Q010).
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.
You will have to answer ‘zero’ to each of the questions in order to get to CF_Q050.

? CF_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… clothing, for example, outerwear, suits, dresses, skirts, slacks, sweaters, sleepwear, sportswear, specialized clothing, hosiery?
Do not include footwear and accessories.
[Min: 0 Max: 99999997] RF, DK

CF_Q020
In the last 3 months, f(rom ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… athletic footwear including running shoes?
[Min: 0 Max: 99999997] RF, DK

CF_Q025
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… other footwear, for example, shoes, sandals, boots and slippers?
[Min: 0 Max: 99999997] RF, DK

CF_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… accessories, for example, gloves, hats, mitts, purses, umbrellas?
[Min: 0 Max: 99999997] RF, DK

CF_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… watches?
[Min: 0 Max: 99999997] RF, DK

CF_Q045
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… other jewellery?
[Min: 0 Max: 99999997] RF, DK

CF_Q050
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] RF, DK

Clothing for men and boys 4 years and over (CM)

CM_R001
The next section refers to spending on clothing in the last 3 months for men and boys aged 4 years and over.
Include all items purchased for present or future use.
Include sales taxes.
Do not include purchases for unborn children (report in CG_Q030).
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG - Clothing - Gifts of Clothing, question CG_Q020).
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.
You will have to answer ‘zero’ to each of the questions in order to get to CM_Q050.

CM_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… clothing, for example, outerwear, suits, pants, shirts, sweaters, socks, sleepwear, sportswear?
Do not include footwear and accessories
[Min: 0 Max: 99999997] RF, DK

CM_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… athletic footwear including running shoes?
[Min: 0 Max: 99999997] RF, DK

CM_Q025
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… other footwear, for example, shoes, sandals, boots and slippers?
[Min: 0 Max: 99999997] RF, DK

CM_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… accessories, for example, gloves, hats, ties, belts, wallets, umbrellas?
[Min: 0 Max: 99999997] RF, DK

CM_Q040
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… watches?
[Min: 0 Max: 99999997] RF, DK

CM_Q045
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member’s first name] for:
… other jewellery?
[Min: 0 Max: 99999997] RF, DK

CM_Q050
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] RF, DK

Clothing for children under 4 years of age (CI)

CI_R001
The next section refers to spending on clothing in the last 3 months for children under 4 years.
Include all items purchased for present or future use.
Include sales taxes.
Do not include purchases for unborn children (report in CG_Q030)
Do not include gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG - Clothing - Gifts of Clothing, question CG_Q030).
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.
You will have to answer ‘zero’ to each of the questions in order to get to CI_Q040.

CI_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member's first name] for:
… outerwear, daywear, sleepwear, and cloth diapers?
 [Min: 0 Max: 99999997] RF, DK

CI_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member's first name] for:
… disposable diapers?
[Min: 0 Max: 99999997] RF, DK

CI_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much was spent on [Member's first name] for:
… footwear, for example, shoes, sandals, boots, slippers?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

Gifts of Clothing (CG)

CG_R001
The next section refers to purchases of gifts of clothing in the last 3 months for people who were not members of your household.
Interviewer: Press <1> to continue.

CG_Q010
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household:
… for women and girls who were 4 years and over?
[Min: 0 Max: 99999997] RF, DK

CG_Q020
In the last 3 months, (from ^aRMY3E to ^bRMY3E, how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household:
… for men and boys who were 4 years and over?
[Min: 0 Max: 99999997] RF, DK

CG_Q030
In the last 3 months, (from ^aRMY3E to ^bRMY3E, how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household:
… for children who were under 4 years?
Include purchases for unborn children.
[Min: 0 Max: 99999997] RF, DK

Health Care (HE)

HE_R001
The next section refers to spending on health care.
Interviewer: Press <1> to continue.

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

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] RF, DK

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] RF, DK

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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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?
[Min: 0 Max: 99999997] RF, DK

? 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] RF, DK

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
• RF, DK

AT_C020
If AT_Q010 = 1 Go to AT_Q020
Else Go to AT_R150

AT_Q020
Please list all cars, vans or trucks.
Interviewer: Enter the make, model or any other description used by the respondent.
Note: RF, DK, EMPTY are not allowed.

AT_B020
Call Block AT1 (Up to 10 times) or depending of number vehicles was listed at AT_Q020. Pass AT_Q020 (description of each vehicle) and Number vehicle listed to AT1.

? AT1_Q030
Which of the following best describes the (^AT_Q020)? Is it:

• … a car?
• … a van/mini-van?
• … a truck/sport utility vehicle?
• RF, DK

AT1_Q040
When the (^AT_Q020) was bought or leased, was it new or used?

• New
• Used
• RF, DK

AT1_Q050
In the last 12 months, (from ^aRMY12E to ^bRM12YE), did anyone in your household buy the (^AT_Q020)?

• Yes
• No
• RF, DK

AT1_C055
If AT1_Q050 = 1 Go to AT1_Q055
Else Go to AT1_Q070

AT1_Q055
Was the (^AT_Q020) purchased from:
Interviewer: Read categories to respondent.

• … a dealer?
• … a private household?
  Note: RF and DK are not allowed

? AT1_Q060
What was the purchase price after the trade-in allowance was deducted for the (^AT_Q020)?
Include all sales taxes.
[Min: 0 Max: 99999997] RF, DK

? AT1_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), was the (^AT_Q020) being leased by a member of your household?

• Yes
• No
• RF, DK

AT1_C080
If AT1_Q070 = 1 Go to AT1_Q080
Else Go to AT1_Q095

? 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] RF, DK

AT1_C081
If AT1_Q080 > 0 Go to AT1_Q081
Else Go to AT1_Q090

AT1_Q081
How many weeks or months did this payment cover for the ^AT_Q020?
[Min: 1 max: 52] RF, DK

AT1_C082
If AT1_Q081 = RF, DK Go to AT1_Q090
Else Go to AT1_N082

AT1_N082
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK are not allowed.

? AT1_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), what were the other leasing costs paid by your household for the (^AT_Q020)?
Include down payment and closing costs.
Do not include any amounts charged to business.
[Min: 0 Max: 99999997] RF, DK

? AT1_Q095
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?
• … leased?
• Other – Specify Go to AT1_S095
• RF, DK
  Default Go to AT1_Q100

AT1_S095
What was the status of the (^AT_Q020) at the end of last month? Was it:

• Other - Specify
• RF, DK

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] RF, DK

? 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] RF, DK

AT1_C111
If AT1_Q110 > 0 Go to AT1_Q111
Else Go to AT1_Q115

AT1_Q111
How many weeks or months did this payment cover for the ^AT_Q020?
[Min: 1 max: 104] RF, DK

AT1_C112
If AT1_Q111 = RF, DK Go to AT1_Q115
Else Go to AT1_N112

AT1_N112
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK 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] RF, DK

AT1_C116
If AT1_Q115 > 0 Go to AT1_Q116
Else Go to AT1_Q130

AT1_Q116
How many weeks or months did this payment cover for the (^AT_Q020)?
[Min: 1 max: 52] RF, DK

AT1_C117
If AT1_Q116= RF, DK Go to AT1_Q130
Else Go to AT1_N117

AT1_N117
Interviewer: Indicate if this period was weeks or months.

• Weeks
• Months
  Note: RF and DK 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] RF, DK

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] RF, DK

? AT_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… driving lessons?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

AT_Q180
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household
spend on:
… children's car seats and boosters?
[Min: 0 Max: 99999997] RF, DK

Transportation (TR)

TR_R001
The next section refers to spending on transportation services. 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. Mark all that apply.

• … city or commuter bus, subway, streetcar or commuter train?
• … taxi?
• … other local passenger transportation?
• None of the above Go to TR_Q060
• RF, DK Go to TR_Q060

TR_C020
If TR_Q010 = 1 (city or commuter bus, subway, streetcar or commuter train) Go to TR_Q020
Else 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] RF, DK

TR_C030
If TR_Q010 = 2 (transportation by taxi) Go to TR_Q030
Else 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] RF, DK

TR_C040
If TR_Q010 = 3 (other local passenger transportation) Go to TR_Q040.
Else 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] RF, DK

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. Mark all that apply.

• … airplane?
• … train?
• … highway bus?
• … other inter-city passenger transportation services?
• None of the above Go to TR_Q100
• RF, DK Go to TR_Q100

TR_C070
If TR_Q060 = 1 (airplane) Go to TR_Q070
Else 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] RF, DK

TR_C080
If TR_Q060 = 2 (train) Go to TR_Q080
Else 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] RF, DK

TR_C090
If TR_Q060 = 3 (highway bus) Go to TR_Q090
Else Go to TR_C095

TR_Q090
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on transportation by:
… highway bus?
[Min: 1 Max: 99999997] RF, DK

TR_C095
If TR_Q060 = 4 (Other inter-city passenger transportation services) Go to TR_Q095
Else 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] RF, DK

? 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] RF, DK

? TR_Q110
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did any member of your household take any trips that included a package?
Do not include package trips to be taken after (^bRMY12E) even if deposits were made between (^aRMY12E and ^bRMY12E).

• Yes
• No
• RF, DK

TR_C120
If TR_Q110 = 1 Go to TR_Q120
Else Go to END_BLOCK

? TR_Q120
What was the cost of the package(s)?
[Min: 1 Max: 99999997] RF, DK

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?
Exclude children’s bicycles with wheels under 35 centimetres (14 inches). These should be reported in the diary.
(MIN : 0) (MAX : 99999997), RF, DK
Go to RV_Q010

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
• RF, DK
  Default 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.
RF and DK are not allowed. ‘Empty’ is not a valid response.

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
• RF, DK
  Default Go to RV1_Q040

RV1_S030
Which of the following best describes the (^RV_Q020)? Is it:
Other – Specify
RF, DK

RV1_Q040
In the last 12 months, (from ^aRMY12E to ^bRMY12E), did anyone in your household buy the (^RV_Q020)?

• Yes
• No
• RF, DK

RV1_C060
If RV1_Q040 = 1 Go to RV1_Q060
Else 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] RF, DK

? 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 RF, DK

? 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] RF, DK

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] RF, DK

Recreation and Education (RE)

RE_R001
The next section refers to spending related to education and recreation.

RE_Q005
In the last 3 months, (from ^aRMY3E to ^bRMY3E), how much did your household spend on photographic services such as:

• … dry mounting of pictures/posters?
• … enlargements?
• … extra prints?
• … film processing?
• … passport photo services?
• … photographer’s services?
• … processing of digital images?
• … school pictures services?
  (MIN : 0) (MAX : 99999997) RF, DK

RE_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), has your household had expenses for:
Interviewer: 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?
• … other educational services?
• … other courses and lessons?
  Do not include driving lessons and membership fees.
• None of the above Go to RE_Q070
• RF, DK Go to RE_Q070

RE_C020
If RE_Q010 = 01 (tuition fees for nursery school,
kindergarten, elementary or secondary education) Go to RE_Q020
Else 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] RF, DK

RE_C030
If RE_Q010 = 02 (university) Go to RE_Q030
Else 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] RF, DK

RE_C040
If RE_Q010 = 03 (other post-secondary education) Go to RE_Q040
Else 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] RF, DK

RE_C050
If RE_Q010 = 04 (other educational services) Go to RE_Q050
Else Go to RE_C060

RE_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on tuition fees for:
… other educational services, for example, tutoring, rental of books and equipment?
[Min: 1 Max: 99999997] RF, DK

RE_C055
If RE_Q050 > 1 or RF, DK Go to RE_Q055
Else Go to RE_C060

RE_Q055
What were these other educational services (for example, tutoring, rental of books and equipment)?
Interviewer: Specify.
RF, DK

RE_C060
If RE_Q010 = 05 (other courses and lessons) Go to RE_Q060
Else Go to RE_Q070

? RE_Q060
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on tuition fees for:
… other courses and lessons, for example, music, dancing, sports and crafts?
Do not include driving lessons and membership fees.
[Min: 1 Max: 99999997] RF, DK

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] RF, DK

? 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] RF, DK

? 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] RF, DK

Miscellaneous Expenses (ME)

ME_R001
The next section refers to other expenses.

ME_Q010
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] RF, DK

? ME_Q020
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… service charges for banks and other financial institutions?
Include safety deposit box charges.
[Min: 0 Max: 99999997] RF, DK

? ME_Q030 In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… stock and bond commissions?
[Min: 0 Max: 99999997] RF, DK

? ME_Q040
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] RF, DK

ME_Q050
In the last 12 months, (from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… financial services, for example, financial planning, tax preparation and advice, accounting services?
[Min: 0 Max: 99999997] RF, DK

? ME_Q060
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] RF, DK

? ME_Q070
In the last 12 months, (from ^aRMY12E to ^bRMY12E), 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] RF, DK

? ME_Q080
(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] RF, DK

ME_Q090
(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] RF, DK

? ME_Q100
(In the last 12 months, from ^aRMY12E to ^bRMY12E, 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] RF, DK

? ME_Q110
(In the last 12 months, from ^aRMY12E to ^bRMY12E, how much did your household spend on:
… wholesale/retail memberships?
[Min: 0 Max: 99999997] RF, DK

ME_R120
The following questions are asked to obtain details on how purchases were made by the household.

ME_Q120
In the last 12 months, from ^aRMY12E to ^bRMY12E, 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_Q130)
• …No
• RF, DK
  Go to ME_Q160

ME_Q130
Interviewer: Refer respondent to page (^aRB_MEQ130) of the Information Guide. 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_S130)
• RF, DK
  Go to ME_Q140

ME_S130
Which of the following types of purchases were done through direct sales?
Interviewer: Specify, RF, DK

ME_Q140
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on goods or services purchased through:
… direct sales over the Internet?
[Min: 0 Max: 99999997] RF, DK
Go to ME_Q150

ME_Q150
In the last 12 months, (from ^aRMY12E to ^bRMY12E), 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] RF, DK
Go to ME_Q160

? ME_Q160
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much did your household spend on:
… goods and services purchased outside Canada?
[Min: 0 Max: 99999997] RF, DK
Go to ME_Q170

? ME_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: 0 Max: 99999997] RF, DK
Go to ME_Q180

? ME_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: 0 Max: 99999997] RF, DK

Personal Income (IN)

IN_C001
If Age > 15 Go to IN_R001
Else Go to END_BLOCK

IN_R001
The next part of this interview asks about personal income.

? IN_Q001
What is your best estimate of total income, before taxes and deductions, of all household members from all sources in (^aSY-1)?
[Min: 0 Max: 99999997] RF, DK

IN_C002
If IN_Q001 = RF, DK Go to IN_Q002
Else Go to IN_R010

IN_Q002
In (^aSY-1), in which of the following groups was your estimated household income? Was it:
Interviewer: Read categories to respondent.

• … 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?
• RF, DK

IN_R010
With your permission, we can access information collected under the Income Tax Act instead of interviewing you about your 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.

IN_C010
Call Block IN1 for each member.

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
  Note: RF and DK are not allowed.

? 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] RF, DK

? 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] RF, DK

IN1_Q035
During (^aSY-1), what (^DT_was )income:
… from scholarships, bursaries or fellowships?
[Min: 0 Max: 99999997] RF, DK

? 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] RF, DK

IN1_C040
If IN1_Q010 = 1 Go to IN1_Q370
Else 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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

? 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] RF, DK

IN1_C085
If IN1_Q080 > 0 Go to IN1_Q085
Else 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] RF, DK

? IN1_Q090
During (^aSY-1), what (^DT_was) income:
… from taxable capital gains?
[Min: 0 Max: 99999997] RF, DK

? IN1_Q100
During (^aSY-1), what (^DT_was) income:
… from other investment income?
[Min: -9999997 Max: 99999997] RF, DK

? 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?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

? IN1_Q130
During (^aSY-1), what (^DT_was) income:
… from Canada or Quebec Pension Plan benefits (CPP/QPP)?
[Min: 0 Max: 99999997] RF, DK

IN1_C135
If IN1_Q130 > 0 Go to IN1_Q135
Else 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] RF, DK

? IN1_Q140
During (^aSY-1), what (^DT_was) income:
… from Employment Insurance benefits or the Quebec Parental Insurance Plan?
[Min: 0 Max: 99999997] RF, DK

? 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] RF, DK

? IN1_Q160
During (^aSY-1), what (^DT_was) income:
… from Worker’s compensation benefits?
[Min: 0 Max: 99999997] RF, DK

IN1_Q170
During (^aSY-1), what (^DT_was) income:
… from Goods and Services Tax/Harmonized Sales Tax (GST/HST) Credit?
[Min: 0 Max: 99999997] RF, DK

? IN1_Q180
During (^aSY-1), what (^DT_was) income:
… from provincial and territorial tax credits?
[Min: 0 Max: 99999997] RF, DK

IN1_Q190
During (^aSY-1), what (^DT_was) income:
… from Veterans’ Pensions and Civilian War Pensions and allowances?
[Min: 0 Max: 99999997] RF, DK

? IN1_Q200
During (^aSY-1), what (^DT_was) income:
… from other government sources?
[Min: 0 Max: 99999997] RF, DK

IN1_C205
If IN1_Q200 > 0 Go to IN1_Q205
Else Go to IN1_Q210

IN1_Q205
What were these other government sources?
 Interviewer: Specify, RF, DK

? 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] RF, DK

IN1_C211
If (IN1_Q0210 > 0 and (MSNC_Q01 = 1 (married) or 2 (common-law))) Go to IN1_Q211
Else 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
• RF, DK

IN1_C211
If IN1_Q0211 = 1 Go to IN1_Q212
Else 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?
• RF, DK

? IN1_Q220
During (^aSY-1), what (^DT_was) income:
… from RRSP annuities?
Do not include RRSP withdrawals.
[Min: 0 Max: 99999997] RF, DK

? IN1_Q230
During (^aSY-1), what (^DT_was) income:
… from RRSP withdrawals?
[Min: 0 Max: 99999997] RF, DK

? IN1_Q240
During (^aSY-1), what (^DT_was) income:
… from other sources?
[Min: 0 Max: 99999997] RF, DK

IN1_C240S
If IN1_Q240 > 0 Go to IN1_Q245
Else Go to IN1_C250

IN1_Q245
What were these other income sources?
Interviewer: Specify, RF, DK

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.
Else 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] RF, DK

? IN1_Q260
During (^aSY-1), how much ^DT_did1 pay:
… for income tax on (^aSY-1) income (federal, provincial and territorial)?
Include taxes paid in (^aSY) on (^aSY-1) income.
[Min: 0 Max: 99999997] RF, DK

? 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] RF, DK

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] RF, DK

? 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] RF, DK

IN1_Q350
During (^aSY-1), how much ^DT_did1 pay:
… for union dues?
[Min: 0 Max: 99999997] RF, DK

IN1_Q360
During (^aSY-1), what were ^DT_totalE2 total employer pension plan contributions?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

? 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] RF, DK

? IN1_Q390
During (^aSY-1), how much ^DT_did1 pay:
… for annuity contracts and transfers to RRIFs?
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

? 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] RF, DK

Money Gifts and Contributions (MC)

MC_C001
If Age >15 Go to MC_R001
Else (Go to END_BLOCK)

MC_R001
The following questions concern money gifts and contributions.
Interviewer: Amounts for persons 15 years and under, at time of interview, should be included with a parent's response.

MC_B010
Call MC1 for each member of household.

MC1_Q010
In the last 12 months, (from ^aRMY12E to ^bRMY12E), how much ^did spend on:
… money gifts given to persons living in Canada?
Do not include money gifts exchanged between household members.
[Min: 0 Max: 99999997] RF, DK

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] RF, DK

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] RF, DK

MC1_Q040
In the last 12 months, from (^aRMY12E to <^bRMY12E), how much ^did spend on charitable contributions to:
… other charitable organizations, for example, workplace charitable campaigns, Heart Fund, Cancer Society?
[Min: 0 Max: 99999997] RF, DK

Food security (FS)

FS_R010
The following questions are about the food situation for your household in the past 12 months.
Interviewer: Press <1> to continue.

FS_Q010
Which of the following statements best describes the food eaten in your household in the past 12 months, that is, (from ^aRMY12E to ^bRMY12E)?
Interviewer: Read categories to respondent.

• ^DT_YouAndOthers_C always had enough of the kinds of food you wanted to eat.
• ^DT_YouAndOthers_C had enough to eat, but not always the kinds of food you wanted.
• Sometimes ^DT_YouAndOthers did not have enough to eat.
• Often ^DT_YouAndOthers didn’t have enough to eat.
• RF, DK (Go to END_BLOCK)

FS_R020
Now I’m going to read you several statements that may be used to describe the food situation for a household. Please tell me if the statement was often true, sometimes true, or never true for ^DT_YouAndOthers in the past 12 months.

FS_Q020
The first statement is:
…^DT_YouAndOthers_C worried that food would run out before you got money to buy more. Was that often true, sometimes true, or never true in the past 12 months?

• Often true
• Sometimes true
• Never true
• RF, DK

FS_Q030
The food that ^DT_YouAndOthers bought just didn’t last, and there wasn’t any money to get more. Was that often true, sometimes true, or never true in the past 12 months?

• Often true
• Sometimes true
• Never true
• RF, DK

FS_Q040
^DT_YouAndOthers_C couldn’t afford to eat balanced meals. In the past 12 months was that often true, sometimes true, or never true?

• Often true
• Sometimes true
• Never true
• RF, DK

FS_C050
If (OlderKids + YoungKids > 0), Go to FS_R050.
Else, Go to FS_C070.

FS_R050
Now I’m going to read a few statements that may describe the food situation for households with children.

FS_Q050
^DT_YouOtherAdults_C relied on only a few kinds of low-cost food to feed ^DT_ChildFName because you were running out of money to buy food. Was that often true, sometimes true, or never true in the past 12 months?

• Often true
• Sometimes true
• Never true
• RF, DK
  Note: If (OlderKids + YoungKids) = 0 and some members have age = “blank” then FS_Q050 = “Valid Skip”.

FS_Q060
^DT_YouOtherAdults_C couldn’t feed ^DT_ChildFName a balanced meal, because you couldn’t afford it. Was that often true, sometimes true, or never true in the past 12 months?

• Often true
• Sometimes true
• Never true
• RF, DK

FS_C070
If ((([FS_Q020 or FS_Q030 or FS_Q040 or FS_Q050 or FS_Q060 <= 2) or (FS_Q010 = 3 or 4)] and ([OlderKids + YoungKids] > 0), Go to FS_Q070.
Else, If (([FS_Q020 or FS_Q030 or FS_Q040 or FS_Q050 or FS_Q060] <= 2) or (FS_Q010 = 3 or 4)), Go to FS_R080.
Else, Go to END_BLOCK

FS_Q070
^DT_ChildWas not eating enough because ^DT_YouOtherAdults just couldn't afford enough food. Was that often, sometimes, or never true in the past 12 months?

• Often true
• Sometimes true
• Never true
• RF, DK

FS_R080
The following few questions are about the food situation in the past 12 months for you or any other adults in your household.

FS_Q080
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did ^DT_YouOtherAdults ever cut the size of your meals or skip meals because there wasn’t enough money for food?

• Yes
• No (Go to FS_Q090)
• RF, DK (Go to FS_Q090)

FS_Q081
How often did this happen---almost every month, some months but not every month, or in only 1 or 2 months?

• Almost every month
• Some months but not every month
• Only 1 or 2 months
• RF, DK

FS_Q090
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did you (personally) ever eat less than you felt you should because there wasn't enough money to buy food?

• Yes
• No
• RF, DK

FS_Q100
In the past 12 months, (from ^aRMY12E to ^bRMY12E), were you (personally) ever hungry but didn't eat because you couldn't afford enough food?

• Yes
• No
• RF, DK

FS_Q110
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did you (personally) lose weight because you didn't have enough money for food?

• Yes
• No
• RF, DK

FS_C120
If (FS_Q070 = 1 or 2) or (FS_Q080 or FS_Q090 or FS_Q100 or FS_Q110 = 1), Go to FS_Q120.
Else, Go to END_BLOCK.

FS_Q120
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did ^DT_YouOtherAdults ever not eat for a whole day because there wasn't enough money for food?

• Yes
• No (Go to FS_C130)
• RF, DK (Go to FS_C130)

FS_Q121
How often did this happen---almost every month, some months but not every month, or in only 1 or 2 months?

• Almost every month
• Some months but not every month
• Only 1 or 2 months
• RF, DK

FS_C130
If OlderKids + YoungKids <> 0, Go to FS_R130.
Else, Go to FS_END.

FS_R130
Now, a few questions on the food experiences for children in your household.

FS_Q130
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did ^DT_YouOtherAdults ever cut the size of ^DT_AnyChilds meals because there wasn't enough money for food?

• Yes
• No
• RF, DK

FS_Q140
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did ^DT_AnyChild ever skip meals because there wasn't enough money for food?

• Yes
• No (Go to FS_Q150)
• RF, DK (Go to FS_Q150)

FS_Q141
How often did this happen---almost every month, some months but not every month, or in only 1 or 2 months?

• Almost every month
• Some months but not every month
• Only 1 or 2 months
• RF, DK

FS_Q150
In the past 12 months, (from ^aRMY12E to ^bRMY12E), ^DT_WasAnyChild ever hungry but you just couldn't afford more food?

• Yes
• No
• RF, DK

FS_Q160
In the past 12 months, (from ^aRMY12E to ^bRMY12E), did ^DT_AnyChild ever not eat for a whole day because there wasn't enough money for food?

• Yes
• No
• RF, DK

Diary Drop-off (DD)

DD_N001
Interviewer: Re-introduce the diary as the next step of the survey. Provide the respondent with the Diary, Diary Guide and the complimentary pen.

Review the following with the respondent:
All expenses are to be reported in the diary. For the expenses for which a receipt is available, respondents have the option of transcribing the information from each expense in the diary or providing receipts.
Emphasize that the date of purchase should be entered in the diary and should be added to the receipt if it is missing.
Emphasize that respondent should indicate <no purchases> in the first section of the diary on the days when the household does not have any expenses.
Explain to the respondent that the personal information on the receipts can be blanked out before putting them in the envelope.
Explain to the respondent 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.

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. Let’s schedule a telephone appointment.
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
  Note: RF and DK are not allowed.

Statistics Canada (SC)

SC_Q001
Statistics Canada is always looking for ways to make surveys easier to complete. One option would be to answer the questions on a home computer and then send the information to Statistics Canada via the Internet. Naturally, the transmission of information would be safeguarded to guarantee privacy.

SC_Q010
If given the option, would you have chosen to do the survey yourself over the Internet?

• Yes
• No
• Not sure

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.
Note: RF and DK are not allowed.

Multiple Creation (MU)

MU_N01
Interviewer: Do you want to generate multiples?

• Yes ultiple Interview
• Yes ultiple 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).

Thank You (TY)

TY_R01
Thank you for your participation in the Survey of Household Spending.
Note: RF and DK are not allowed.

Thank You 1 (TY1)

TY1_R01
Thank you for your time.
Note: RF and DK are not allowed.

Outcome Code (OC)

OC_C01
OC_C01 If all components are complete,
set a Final Outcome Code of 70 "Fully complete" Go to END_BLOCK

OC_N01
Interviewer: Is the case in-progress or final?

• In-progress
• Final Go to OC_N03
  Note: RF and DK are not allowed.

OC_N02
Interviewer: Assign the appropriate in-progress outcome code.
Note: RF and DK are not allowed.
(Go to END_BLOCK).

OC_N03
Interviewer: Assign the appropriate final outcome code.
Note: RF and DK 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
Else 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
  Note: RF and DK are not allowed.

OC_C04A
If not 18 "Other - Specify" Go to END_BLOCK

OC_S04
Interviewer: Specify. (Go to END_BLOCK)

OC_N05
Interviewer: Record the reason for the non-interview.

• Illness or death in family
• Recovering from natural disaster
• Other – Specify
  Note: RF and DK are not allowed.

OC_C05
If not 3 "Other - Specify" Go to END_BLOCK

OC_S05
Interviewer: Specify.
Note: RF and DK 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)
  Note: RF and DK 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
  Note: RF and DK are not allowed

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 to 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. Total: The addition of lines 1 to 6.
7. 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
8. 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.
9. Cost of Purchased Fuel and electricity: For crude oil operations only, include costs for fuel and electricity for all sites.
10. 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).
11. Total Operating Costs: The summation of lines 8 to 12.
12. Provincial Royalties: Include all monies payable to provincial governments based on production.

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: Data are published annually in Catalogue 26-213, Oil and Gas Extraction.

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.

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.

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.