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Table of contents

• At a glance
• Household interview
• Temporary examination centre
• Results
• Canadian Health Measures Survey publications and data sharing
• Appendix A: Pre-testing instructions: Non-fasting appointment

At a glance

One or two members of your household are invited to take part in a major health initiative led by Statistics Canada called the Canadian Health Measures Survey (CHMS).

By participating in this survey, you will receive valuable information about your health and help to improve the delivery of health services in Canada.

The CHMS is a voluntary survey. Before you decide to participate, it is important that you understand why we are conducting this survey and what your participation involves.

We invite you to read this booklet. Additional information, including videos, is available at Canadian Health Measures Survey (CHMS).

What is the Canadian Health Measures Survey (CHMS)?

The CHMS is a collaborative project between Statistics Canada, Health Canada and the Public Health Agency of Canada. It is a national survey that collects health information from Canadians.

This survey is unique at Statistics Canada since it combines an interview with a physical examination.

What is the purpose of the Canadian Health Measures Survey (CHMS)?

The CHMS aims to help us better understand how the health of Canadians aged 1 to 79 is affected by their lifestyle and environment. Questionnaire answers, physical measurements and biological samples from participants provide data that support ongoing research and contribute to exploring emerging public health issues. The main purpose of this survey is to help improve the prevention, diagnosis and treatment of illnesses and to promote health and wellness across Canada.

Who uses the information collected?

Objective statistical information is vital to researchers, analysts and decision makers across Canada. CHMS results could be used by

• Parliament and other policy makers to track major initiatives, set priorities for prevention and research programs, and evaluate policy and program outcomes
• epidemiologists and biomedical and health service researchers to understand trends in diseases and the relationship between observed risk factors to diseases
• individual physicians to evaluate the health and risk factors of their patients (for example, by using the reference standards for height, weight and blood pressure that will be developed)
• public health professionals to track preventable illnesses and evaluate the impact of prevention and intervention programs
• advocacy groups to raise awareness and help them monitor health problems such as heart disease, cancer, diabetes, child nutrition, obesity and health disparities.

How did I get selected to participate in this survey?

Your household was randomly selected. Participants are then chosen based on a selection formula that takes into account the number of people living in the household and the age of each person. The goal is to ensure that the sample represents the Canadian population. By participating, you will be representing up to 6,000 other Canadians.

Why should I participate in this survey?

By participating in this survey, you will provide valuable information that will help us better understand the health factors affecting Canadians. Your information will improve health services in Canada, and this will benefit all Canadians.

You will also receive a free comprehensive health report. This report includes many physical and laboratory test results that you would not typically receive during a regular visit to a medical doctor or other health professional. You may learn something new about your physical health!

What does participating in the Canadian Health Measures Survey (CHMS) involve?

The CHMS is a two-step survey:

First step: An in-home interview

An in-home interview lasts one hour and questions cover topics that include

• Nutrition
• Tobacco use
• Drug and alcohol use
• Medical history
• Current health condition
• Lifestyle
• Demographic, social and economic data.

Second step: A visit to the temporary examination centre (TEC)

The temporary examination centre (TEC) is a locale/space temporarily set up in or near your community. The TEC is designed to ensure your comfort, safety and privacy.

A visit to the TEC lasts one hour and trained and certified health specialists will assess your oral health.

Do I need to agree to everything?

If you feel uncomfortable answering certain questions, you do not need to answer. Also, if you have concerns about certain measurements, please speak to a staff member.

Are there any risks in participating in the Canadian Health Measures Survey (CHMS)?

Participation in the CHMS should not cause you any harm. As with any health examination, some procedures may cause slight discomfort (for example, the sting of a needle during the blood sample). Rest assured that we have chosen these measures and tests because they are safe. We will not ask you to take part in a procedure or test that is not appropriate for your current health status.

Statistics Canada takes all the necessary precautions to ensure that the health information and biological samples are collected in a way that is safe for participants. Qualified and accredited specialists take all the measurements, and they follow strict standard clinical procedures when administering tests.

How will my information be kept private and confidential?

Statistics Canada goes to extraordinary lengths to protect you. Your information is collected under the authority of the Statistics Act, which ensures that it will be kept strictly confidential.

The CHMS also uses the following safeguards:

• No unauthorized people outside Statistics Canada will ever be allowed to see your individual responses.
• All Statistics Canada employees are under oath. This means they are subject to severe penalties, including prosecution, if they do not safeguard the confidentiality of your information.
• Statistics Canada never releases personal information collected in surveys, such as your name, address and phone number. All publications and other releases are carefully reviewed to ensure that no individual or identifiable data are ever published.
• For the CHMS, we consulted with Health Canada’s Research Ethics Board and the Office of the Privacy Commissioner of Canada to ensure that we have every safeguard in place to store your samples securely and to protect your privacy and the confidentiality of your data.

How do I withdraw my consent after participating in the Canadian Health Measures Survey (CHMS)?

You can withdraw your consent at any time. You can request to have any part of the survey removed. To withdraw your consent, visit our web page Canadian Health Measures Survey (CHMS) or see the last page of this booklet for contact information.

Will my travel expenses be reimbursed?

Yes. Every person who takes part in testing at the TEC and completes the survey will receive $150. This amount is to reimburse you for transportation, child care services and parking expenses related to your appointment at the TEC. If two people are selected from the same household and they both complete the survey, each one will receive $150.

Can I receive a volunteering letter?

Yes. If you need one, we can provide you with an official volunteering letter, upon request, to recognize the time spent participating in the survey.

Household interview

What happens during the household interview?

A Statistics Canada interviewer will visit you at your home and give you information about the survey. With your consent, the interviewer will ask you a series of questions. Once the questionnaire has been completed, we will schedule an appointment for you to visit the CHMS TEC.

If children (aged 1 to 11) or youth (aged 12 to 17) are selected to participate, the interviewer will ask them questions similar to those asked of the adults. Parents or guardians of children will answer questions on their behalf. However, if the child is present, they may participate. Youth participants will be able to answer most questions themselves, but their parent or guardian can help if needed.

Why do I need to provide my consent?

The interviewer will ask all participants for their verbal consent at the start of the household questionnaire (for the parent or guardian of participants aged 1 to 14 and for respondents aged 15 to 79).

The interviewer will also require verbal assent from 12- to 14-year-olds, since they will be asked to answer the household questions. The interviewer will not ask for assent from respondents younger than 12, since they do not have to be present for the household interview.

Household steps

1. Respondent receives intro letter by mail
2. Interviewer schedules an in-home interview with an adult member of the household
3. Interviewer visits selected household on scheduled date
4. Application randomly selects 1-2 respondents
5. A video is shown to respondents
6. Consent
7. Interviewer administers the survey questions
8. Interviewer assists in scheduling the TEC appointment

Temporary examination centre

What happens at the temporary examination centre (TEC)?

At the end of your in-home interview, the interviewer will provide the pre-testing instructions (e.g., clothing to wear, medications to bring, fasting requirements, etc.). For more information, please see Appendix B. The purpose of the pre-testing instructions is to make sure you are comfortable and safe and to control some factors that could affect certain test results.

Do I have to participate in the Canadian Health Measures Survey (CHMS)?

Participation in this survey is voluntary. In other words, you decide whether or not you want to contribute to this health initiative. If you decide to participate, we will ask you to sign a consent form at the beginning of your visit to the TEC.

Why do I need to provide my consent?

By signing the consent form, you are confirming your willingness to take part in the survey. In particular, you confirm that

• you have been informed of the purpose of the survey, of how the information collected will be used and of who will use it
• you have had the opportunity to review the information about the survey and ask questions
• you understand what is involved in taking part in the survey
• you have been informed that you can withdraw from the survey at any time or can decline to participate in any test or measurement.

What is the consent process at the TEC?

If you are 15 years or older, we will ask you at the beginning of your appointment to provide written consent to

• participate in the physical measurement tests
• receive reports of your test results

If a child aged 1 to 14 is selected to participate in the survey, we will ask their parent or guardian to accompany them to the TEC and to sign the consent form. For children 1 to 2 years, an adult must accompany them at all times during the appointment.

Children aged 6 to 14 will be asked to provide their assent to participate. The form describes some of the tests we will administer and informs the child that

• we would like them to take part in some tests for the CHMS
• they do not have to participate in any part of the survey they do not wish to.

Which physical measurements will be taken at the TEC?

The measurements are based on age group. Most of the measurements are not taken during a regular visit to the doctor. Therefore, this is an opportunity for you to get extra information about your health. We will not do any tests or take any measurements without your consent, and the data we collect will remain confidential. One of our health specialists will monitor you throughout the process, and if for any reason, you cannot continue, we will stop the test. You will receive the results for many of these tests on the day of your appointment.
 

Oral health (1 to 79 years)

A dentist will check your teeth, gums and tongue to determine the general health of your mouth. We will also collect a sample of your saliva for future health studies.

Poor oral health can cause tooth decay, gum and bone (periodontal) disease and infections, as well as pain, tooth loss and bad breath. Periodontal disease has also been linked to a higher risk of general health problems, such as heart disease and diabetes.

The results will allow us to assess the oral health of Canadians and will contribute to developing policies for oral care services.

Results

What happens once I complete the survey?

At the end of your TEC appointment, you will receive a report of the results of your physical measures that are available.

Tests conducted as part of the CHMS do not replace regular health care and are not intended to be diagnoses.

Canadian Health Measures Survey publications and data sharing

How are the survey results made available?

To ensure anonymity, results are published at a high level. This means that any information you provide will be combined with the information of other participants and published as averages, totals or proportions. We do not release any information that could identify you or any member of your household.

Where can I find published survey results?

The results of previous cycles of the CHMS have been published in a variety of scientific and medical publications and on Statistics Canada's website. Links to Statistics Canada publications and external publications that have used CHMS data can be found on the CHMS web page.

What is data linkage and could my data be used?

During the survey, we will tell you about the possibility of linking the information you provide to the CHMS with information from other surveys or administrative data sources.

Data linkage combines information on survey participants from at least two different sources. This is done only for statistical and research purposes. Linking data helps governments monitor, evaluate and modify health policies. If you agree to data linkage, we will

• ask you for your health card number to help with the linkage process
• combine the information we collect in this survey with some of your information that your provincial health ministry, health registries or other recognized health organizations already have on file
• remove personal identifiers such as your name, address and health card number from the linked file as soon as the linkage is complete
• destroy all linkage files at the end of the project.

Only Statistics Canada employees will link the data. All linked data will remain confidential in accordance with the Statistics Act. We will not provide any information about you to your provincial health ministry or any other organization.

For more information on data linkage, visit Microdata Linkage at Statistics Canada.

How could my data be shared?

We will ask you whether you consent to the information you provide through the CHMS being shared with Health Canada and the Public Health Agency of Canada. Sharing data allows researchers to fully use the information collected in order to improve health policies and, in turn, the health of Canadians. Data sharing also enables us to reduce the number of times we have to survey Canadians.

If you consent, we will share your data under the following conditions:

• We will remove your name, address (except postal code), date of birth and health card number from all files before sharing them.
• We will not share any information from your provincial health ministry or your health records.
• We will not share your information with any other party without your consent.
• Health Canada and the Public Health Agency of Canada will use this information only for statistical and research purposes, and they must ensure its confidentiality.

We will not share or link your data if you do not consent. You can always decline any linking or sharing request, in which case Statistics Canada will not link or share the collected information.

Support from health organizations and associations

The CHMS has received the support of many key Canadian health organizations, including the following:

• Canadian Public Health Association
• Heart and Stroke Foundation of Canada
• Canadian Association of Optometrists
• ParticipACTION
• Hypertension Canada
• Osteoporosis Canada
• College of Family Physicians of Canada
• Glaucoma Research Society of Canada
• Best Start Resource Centre
• World Health Organization
• Canadian Society for Exercise Physiology
• Obesity Canada
• Red Cross
• Canadian Medical Association
• Canadian Dental Hygienists Association
• Canadian Dental Association

Appendix A: Pre-testing instructions, Non-fasting appointment

Pre-testing instructions — Non-fasting appointment

My appointment

Date (dd/mm/yyyy):
Time:

To book an appointment

Monday to Friday 8 a.m. to 6 p.m, Saturday and Sunday 8 a.m. to 4 p.m.

1. Call the temporary examination centre at 1-866-498-8518 (toll-free).
2. Provide your Clinic ID number:
3. Provide your name and indicate that you need a non-fasting appointment.
4. If you need to reschedule your appointment, please call the TEC at least 24 hours in advance.

Instructions for your appointment

• Children under 15 years must be accompanied by a parent or guardian for some components of the appointment.
• Children 1-2 years of age must be accompanied by a non-selected parent or guardian for all components of the appointment.
• Please arrive 15 minutes prior to your scheduled appointment.
• 6 hours before your appointment:
  • Do not drink any alcoholic beverages. It is not recommended to smoke or consume cannabis.
• 2 hours before your appointment:
  • Do not urinate as you will be asked to provide a urine sample upon your arrival (for respondents 3-79 years old)
  • Do not smoke or use other tobacco and nicotine products
• On the day of your appointment:
  • Take your medications as usual
  • Do not exercise
  • Remove all piercings and jewellery (if possible)

What to bring to your appointment

• All medications (prescription or over-the-counter), natural health products, or supplements.
• Dental prosthetics (with their cases) and your toothpaste.
• Appropriate clothing and footwear (short-sleeved top, flat indoor footwear and socks, shorts or loose-fitting clothing, avoid clothing with metal parts, such as zippers, rivets and underwire in bras).
• Provincial health insurance card.
• Information of two contact persons (name, address and phone number).

In January 2025, questions measuring the Labour Market Indicators were added to the Labour Force Survey as a supplement.

Questionnaire flow within the collection application is controlled dynamically based on responses provided throughout the survey. Therefore, some respondents will not receive all questions, and there is a small chance that some households will not receive any questions at all. This is based on their answers to certain LFS questions.

Labour Market Indicators

ENTRY_Q01 / EQ 1 - From the following list, please select the household member that will be completing this questionnaire on behalf of the entire household.

LEA_Q01 / EQ 2 - In the next 12 months, [are] [you] planning on leaving [your] main job or business?

1. Yes
2. No

LEA_Q02 / EQ 3 - What is the main reason why [you] [are] planning on leaving [your] main job or business?

1. To change careers
2. To retire    
3. To go back to school
4. Pay is too low    
5. Workload is too heavy
6. Lack of flexibility to work from home
7. Other 
   • Specify

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An innovative national health survey

The Canadian Health Measures Survey (CHMS) collects physical measures from Canadians aged 1 to 79 across the country. Data from this survey will:

• provide Canadians with accurate and comprehensive information on the health of the population
• highlight current issues and identify future challenges to health and health care
• provide researchers and health professionals with an important source of data not available elsewhere.

Participate to help make a difference!

By participating in the CHMS, you will provide quality information that will help guide future research, health care policies, and public health programs that will benefit you and your family for years to come.

Why participate in this survey?

By participating in this survey, you will receive:

• your test results, which provide more information about your health than you would get from a regular doctor's and dentist's visit
• $150 to cover expenses to travel to the temporary examination centre (TEC) ($300 if two people in the household are selected).

What we have learned so far

Statistics Canada has conducted the CHMS in partnership with Health Canada and the Public Health Agency of Canada since 2007. The most recent survey results (2015-2019) highlighted a number of facts related to health issues, such as:

• In 2017, just over 8 in 10 Canadians had bisphenol A (BPA) detected in their urine. Bisphenol A is found in some types of plastic containers. However, most Canadians were exposed to low levels that are not thought to pose a health risk.
• 3 in 10 adults with high blood pressure were unaware of their condition.
• 1 in 2 males with high blood cholesterol were diagnosed and controlled with medication. This was significantly higher than the proportion of females (1 in 3).
• 1 in 2 boys and 1 in 4 girls aged 5 to 17 met the recommendation of an average 60 minutes of moderate to vigorous physical activity per day.
• Today, less than 1% of Canadians have blood lead levels above the Canadian blood lead intervention level. This proportion was 27% just 30 years ago.

Your participation is important

While this is a voluntary survey, you have been randomly selected to represent others in your community. By participating in our survey, you will be representing up to 6,000 other Canadians whose demographic characteristics are similar to yours. Your participation in the CHMS helps us gather the most accurate, reliable results possible.

A two-step process

Step one: An in-home interview

A Statistics Canada interviewer will visit you at your home^{Footnote 1} and provide you with information on the survey. The interviewer will then ask you a series of questions on the following topics:

• General health
• Oral Health
• Nutrition

One or two people per household will be selected to participate in the survey. Each interview will last approximately one hour.

Step two: A visit to the mobile examination centre

Once the in-home interview has been completed, we will make an appointment for you at the CHMS temporary examination centre (TEC) at a convenient time for you. Measures to comply with local COVID-19 public health guidance will be in place.

This TEC will be set up in or near your community. The TEC has been designed to ensure comfort, safety and privacy.

At the TEC, trained and certified health specialists will:

• A dentist will assess your oral health (teeth, gums, tongue) free of charge.

The TEC appointment will take approximately one hour, depending on your age.

At the end of your TEC visit, we will provide you with a report of your physical measure results, which are available immediately. The report includes the results of your oral exam, which you can take to your dentist, if necessary.

Our priorities: Safety and confidentiality

• Statistics Canada takes every precaution to ensure the safety of survey participants.
• Data and samples are collected under the authority of the Statistics Act, which guarantees that all your personal information remains confidential and secure.
• Your data are also protected under the Privacy Act of Canada.

To ensure that the CHMS meets the highest ethical standards, we consulted with federal and provincial privacy commissioners, as well as a research ethics board.

• No measurements will be taken and no tests will be carried out without your consent.
• To ensure anonymity, the results will be published in aggregate form, meaning that any information you provide will be combined with those of other participants and published as averages, totals or proportions.
• We do not release any information that could identify you or any member of your household.

Support from health organizations and associations

The CHMS has received the support of many key Canadian health organizations, including the following:

• Canadian Public Health Association
• Heart and Stroke Foundation of Canada
• Canadian Association of Optometrists
• ParticipACTION
• Hypertension Canada
• Osteoporosis Canada
• College of Family Physicians of Canada
• Best Start Resource Centre
• World Health Organization
• Canadian Society for Exercise Physiology
• Obesity Canada
• Red Cross
• Canadian Medical Association
• Canadian Dental Hygienists Association
• Canadian Dental Association

Participate in the Canadian Health Measures Survey… because your health matters!

Contact us

Toll-free number: 1-888-253-1087
Email address: chms-ecms@statcan.gc.ca
TTY: 1-866-753-7083
Web page: Canadian Health Measures Survey (CHMS)

Footnote 1

Due to the COVID-19 pandemic, the interview could be conducted by telephone.

Return footnote 1 referrer

Why are we conducting this survey?

This survey is conducted by Statistics Canada in order to collect the necessary information to support the Integrated Business Statistics Program (IBSP). This program combines various survey and administrative data to develop comprehensive measures of the Canadian economy.

The purpose of this survey is to obtain information on the volume of refined petroleum products distributed by secondary distributors in Canada. It supplements energy consumption data collected from the refineries in the Annual Survey of End Use of Refined Petroleum Products.

Your information may also be used by Statistics Canada for other statistical and research purposes.

Your participation in this survey is required under the authority of the Statistics Act.

Other important information

Authorization to collect this information

Data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.

Confidentiality

By law, Statistics Canada is prohibited from releasing any information it collects that could identify any person, business, or organization, unless consent has been given by the respondent, or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes only.

Record linkages

To enhance the data from this survey and to reduce the reporting burden, Statistics Canada may combine the acquired data with information from other surveys or from administrative sources.

Data-sharing agreements

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

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

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Québec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Yukon. The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory. Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations.

Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

Chief Statistician of Canada
Statistics Canada
Attention of Director, Enterprise Statistics Division
150 Tunney's Pasture Driveway
Ottawa, Ontario
K1A 0T6

You may also contact us by email at Statistics Canada Help Desk or by fax at 613-951-6583.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut; with provincial and territorial government ministries responsible for the energy sector, the Ministère des Finances du Québec, the Canada Energy Regulator, Natural Resources Canada and Environment and Climate Change Canada.

For a complete list of the provincial government ministries responsible for the energy sector, you can visit the following link: Information for survey participants.

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.

Business or organization and contact information

1. Verify or provide the business or organization's legal and operating name and correct where needed.

Note: Legal name modifications should only be done to correct a spelling error or typo.

Note: Press the help button (?) for additional information.

Legal Name
The legal name is one recognized by law, thus it is the name liable for pursuit or for debts incurred by the business or organization. In the case of a corporation, it is the legal name as fixed by its charter or the statute by which the corporation was created.

Modifications to the legal name should only be done to correct a spelling error or typo.

To indicate a legal name of another legal entity you should instead indicate it in question 3 by selecting 'Not currently operational' and then choosing the applicable reason and providing the legal name of this other entity along with any other requested information.

Operating Name
The operating name is a name the business or organization is commonly known as if different from its legal name. The operating name is synonymous with trade name.

Legal name

Operating name (if applicable)

2. Verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.

Note: The designated contact person is the person who should receive this questionnaire. The designated contact person may not always be the one who actually completes the questionnaire.

• First name
• Last name
• Title
• Preferred language of communication
  • English
  • French
• Mailing address (number and street)
• City
• Province, territory or state
• Postal code or ZIP code
• Country
  • Canada
  • United States
• Email address
• Telephone number (including area code)
• Extension number (if applicable)
• The maximum number of characters is 10.
• Fax number (including area code)

3. Verify or provide the current operational status of the business or organization identified by the legal and operating name above.

• Operational
• Not currently operational

Why is this business or organization not currently operational?

• Seasonal operations
• Ceased operations
• Sold operations
• Amalgamated with other businesses or organizations
• Temporarily inactive but will re-open
• No longer operating due to other reasons

When did this business or organization close for the season?
Date

When does this business or organization expect to resume operations?
Date

When did this business or organization cease operations?
Date

Why did this business or organization cease operations?

• Bankruptcy
• Liquidation
• Dissolution
• Other

Specify the other reasons why the operations ceased

When was this business or organization sold?
Date

What is the legal name of the buyer?

When did this business or organization amalgamate?
Date

What is the legal name of the resulting or continuing business or organization?

What are the legal names of the other amalgamated businesses or organizations?

When did this business or organization become temporarily inactive?
Date

When does this business or organization expect to resume operations?
Date

Why is this business or organization temporarily inactive?

When did this business or organization cease operations?
Date

Why did this business or organization cease operations?

4. Verify or provide the current main activity of the business or organization identified by the legal and operating name above.

Note: The described activity was assigned using the North American Industry Classification System (NAICS).

Note: Press the help button (?) for additional information, including a detailed description of this activity complete with example activities and any applicable exclusions.

This question verifies the business or organization's current main activity as classified by the North American Industry Classification System (NAICS). The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance.

The target entity for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.

The associated NAICS should reflect those activities conducted by the business or organizational units targeted by this questionnaire only, as identified in the 'Answering this questionnaire' section and which can be identified by the specified legal and operating name. The main activity is the activity which most defines the targeted business or organization's main purpose or reason for existence. For a business or organization that is for-profit, it is normally the activity that generates the majority of the revenue for the entity.

The NAICS classification contains a limited number of activity classifications; the associated classification might be applicable for this business or organization even if it is not exactly how you would describe this business or organization's main activity.

Please note that any modifications to the main activity through your response to this question might not necessarily be reflected prior to the transmitting of subsequent questionnaires and as a result they may not contain this updated information.

The following is the detailed description including any applicable examples or exclusions for the classification currently associated with this business or organization.

Description and examples

• This is the current main activity
• This is not the current main activity

Provide a brief but precise description of this business or organization's main activity

e.g., breakfast cereal manufacturing, shoe store, software development

Main activity

5. You indicated that is not the current main activity.

Was this business or organization's main activity ever classified as: ?

• Yes
• No

When did the main activity change?
Date

6. Search and select the industry classification code that best corresponds to this business or organization's main activity.

How to search:

• if desired, you can filter the search results by first selecting this business or organization's activity sector
• enter keywords or a brief description that best describes this business or organization main activity
• press the Search button to search the database for an activity that best matches the keywords or description you provided
• then select an activity from the list.

Select this business or organization's activity sector (optional)

• Farming or logging operation
• Construction company or general contractor
• Manufacturer
• Wholesaler
• Retailer
• Provider of passenger or freight transportation
• Provider of investment, savings or insurance products
• Real estate agency, real estate brokerage or leasing company
• Provider of professional, scientific or technical services
• Provider of health care or social services
• Restaurant, bar, hotel, motel or other lodging establishment
• Other sector

Enter keywords or a brief description, then press the Search button

7. You have indicated that the current main activity of this business or organization is:

Main activity

Are there any other activities that contribute significantly (at least 10%) to this business or organization's revenue?

• Yes, there are other activities
• No, that is the only significant activity

Provide a brief but precise description of this business or organization's secondary activity

e.g., breakfast cereal manufacturing, shoe store, software development

8. Approximately what percentage of this business or organization's revenue is generated by each of the following activities?

When precise figures are not available, provide your best estimates.

	Percentage of revenue
Main activity
Secondary activity
All other activities
Total percentage

Products sold

1. In 2024, which of the following refined petroleum products were sold or distributed by this business?

Select all that apply.

Propane

i.e., all propane types including those extracted from natural gas or refinery gas steams

Motor gasoline

i.e., all gasoline-type fuels for internal combustion engines other than aircraft; this includes any ethanol/methanol and other similar additives blended

Diesel fuel oil

i.e., all grades of distillate fuel used for diesel engines (dyed/marked or clear); this includes any biodiesel blended with fuel

Light fuel oil

i.e., all distillate type fuels used for power burners

Include fuel oil number 1, fuel oil number 2, fuel oil number 3, stove oil, furnace fuel oil, gas oils and light industrial fuel; this includes any biofuel blended.

Residual and heavy fuel oil

i.e., all grades of residual type fuels including low sulphur used for steam and electric power generation and steam and diesel motors installed on large marine vessels

Include fuel oil numbers 4, 5 and 6. Sometimes referred to as bunker fuel B or C.

Business's own use

2. How many litres of refined petroleum products did this business consume for its own use?

Report all amounts of refined petroleum products purchased that were used in company operations (that is used for your vehicles or heating).

Total number of litres used for own consumption

Litres

Sales by type of customer

3. To which types of customers did this business sell?

Select all that apply.

• Residential
• Wholesalers and dealers of refined petroleum products
• Retail pump sales
• Transportation
  • Railways
  • Road transport and urban transit
  • Canadian marine
  • Foreign marine
• Manufacturing
  • Food, beverage, tobacco manufacturing
  • Pulp and paper manufacturing
  • Iron and steel manufacturing
  • Aluminum and non-ferrous metals manufacturing
  • Cement manufacturing
  • Refined petroleum products manufacturing
  • Chemical manufacturing
  • All other manufacturing
• Mining and oil and gas extraction
  • Iron mines
  • Oil and gas extraction
  • Other mining
• Other customer types
  • Forestry, logging, and support activities
  • Agriculture, fishing, hunting and trapping
  • Construction
  • Public administration
  • Electric power generation and distribution
  • Commercial and other institutional

Sales by location

4. In which of the following provinces and territories did this business sell?

Select all that apply.

• Newfoundland and Labrador
• Prince Edward Island
• Nova Scotia
• New Brunswick
• Quebec
• Ontario
• Manitoba
• Saskatchewan
• Alberta
• British Columbia
• Yukon
• Northwest Territories
• Nunavut

Sales in Newfoundland and Labrador

5. How many litres of refined petroleum products were sold to the following types of customers in Newfoundland and Labrador?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Newfoundland and Labrador

Sales in Prince Edward Island

6. How many litres of refined petroleum products were sold to the following types of customers in Prince Edward Island?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Prince Edward Island

Sales in Nova Scotia

7. How many litres of refined petroleum products were sold to the following types of customers in Nova Scotia?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Nova Scotia

Sales in New Brunswick

8. How many litres of refined petroleum products were sold to the following types of customers in New Brunswick?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in New Brunswick

Sales in Quebec

9. How many litres of refined petroleum products were sold to the following types of customers in Quebec?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Quebec

Sales in Ontario

10. How many litres of refined petroleum products were sold to the following types of customers in Ontario?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Ontario

Sales in Manitoba

11. How many litres of refined petroleum products were sold to the following types of customers in Manitoba?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Manitoba

Sales in Saskatchewan

12. How many litres of refined petroleum products were sold to the following types of customers in Saskatchewan?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Saskatchewan

Sales in Alberta

13. How many litres of refined petroleum products were sold to the following types of customers in Alberta?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Alberta

Sales in British Columbia

14. How many litres of refined petroleum products were sold to the following types of customers in British Columbia?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in British Columbia

Sales in Yukon

15. How many litres of refined petroleum products were sold to the following types of customers in Yukon?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Yukon

Sales in Northwest Territories

16. How many litres of refined petroleum products were sold to the following types of customers in Northwest Territories?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Northwest Territories

Sales in Nunavut

17. How many litres of refined petroleum products were sold to the following types of customers in Nunavut?

	Litres
Residential
Wholesalers and dealers of refined petroleum products
Retail pump sales
Railways
Road transport and urban transit
Canadian marine
Foreign marine
Food, beverage, tobacco manufacturing
Pulp and paper manufacturing
Iron and steel manufacturing
Aluminum and non-ferrous metals manufacturing
Cement manufacturing
Refined petroleum products manufacturing
Chemical manufacturing
All other manufacturing
Iron mines
Oil and gas extraction
Other mining
Forestry, logging, and support activities
Agriculture, fishing, hunting and trapping
Construction
Public administration
Electric power generation and distribution
Commercial and other institutional
Total litres of sold in Nunavut

Summary of sold by province and territory

18. This is a summary of refined petroleum products sold by province and territory.

Note: You cannot make changes to this page.
Please review the values and, if needed press the Previous button at the bottom of the page to navigate to the previous pages to make any modifications.

	Total Number of Litres
Summary by Province
Newfoundland and Labrador
Prince Edward Island
Nova Scotia
New Brunswick
Quebec
Ontario
Manitoba
Saskatchewan
Alberta
British Columbia
Yukon
Northwest Territories
Nunavut
Total litres of sold

Changes or events

1. Indicate any changes or events that affected the reported values for this business or organization, compared with the last reporting period.

Select all that apply.

• Strike or lock-out
• Exchange rate impact
• Price changes in goods or services sold
• Contracting out
• Organizational change
• Price changes in labour or raw materials
• Natural disaster
• Recession
• Change in product line
• Sold business or business units
• Expansion
• New or lost contract
• Plant closures
• Acquisition of business or business units
• Other
  Specify the other changes or events:
• No changes or events

Contact person

1. Statistics Canada may need to contact the person who completed this questionnaire for further information.

Is the provided given names and the provided family name the best person to contact?

• Yes
• No

Who is the best person to contact about this questionnaire?

• First name:
• Last name:
• Title:
• Email address:
• Telephone number (including area code):
• Extension number (if applicable):
  The maximum number of characters is 5.
• Fax number (including area code):

Feedback

1. How long did it take to complete this questionnaire?

Include the time spent gathering the necessary information.

Hours:

Minutes:

2. Do you have any comments about this questionnaire?

This guide is designed to assist you as you complete the Survey on Research Activities and Commercialization of Intellectual Property in Higher Education (SRACIPHE). Where there are differences in the Reporting Guide from the online-electronic questionnaire, the Reporting Guide instructions will take precedence. If you need more information, please call the Statistics Canada Help Line at the number below.

This reporting guide has been created to clarify definitions and concepts, aiming to align as closely as possible with international indicators of R&D and innovation.

Help Line: 1-877-949-9492
Email: statcan.sraciphe-earcpies.statcan@statcan.gc.ca
In-survey feedback: Question 49 provides an opportunity to qualify responses within the electronic questionnaire.

Your answers are confidential.

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

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

Survey Purpose

The Survey on Research Activities and Commercialization of Intellectual Property in Higher Education (SRACIPHE) is an exploratory survey sponsored by Innovation, Science and Economic Development Canada that aims to collect information on research conducted within the higher education sector in Canada and its transmission to the economy and society. The higher education sector includes universities, colleges, CEGEPs, and research hospitals. Only institutions performing at least one million dollars of research annually are required to complete this survey (see Question 4).

While education and research are central to the mission of higher education institutions helping to produce the talent and knowledge needed to address societal challenges, the higher education sector is increasingly a strategic agent in the dissemination and application of its outputs. This survey explores the role that the higher education sector plays in its secondary missions such as the commercialization of research, particularly related to science and technology. The survey covers a range of topics, including fields of research, research partnerships and collaborations, intellectual property (IP) outputs, IP protection, management, and commercialization, as well as the creation of commercial start-ups and spin-offs based on technologies developed in the higher education sector.

Please note, experimental development activity is also included in this survey. Whereas research has historically been the main focus of the higher education sector, some institutions do undertake experimental development activities. In the interest of comprehensiveness, questions will routinely refer to research and development (R&D), even if it may not be applicable to all institutions. It is also understood that many post-secondary institutions contribute to additional outcomes of industrial R&D partnerships such as talent development, however these impacts may be better assessed through alternative means other than an annual survey and therefore are not being captured in this survey at this time.

The data collected will be used to help measure the contribution, annually, of the postsecondary sector to Canada's research efforts. Key users of this survey's published results will include federal and provincial governments, institutional administrators, researchers, and international organizations such as the Organization for Economic Cooperation and Development (OECD).

This survey addresses gaps in existing data sources through a standardized framework for data collection across the full higher education sector, thereby facilitating comparisons across the sector and improving the understanding of how research activities in higher education are commercialized, which could inform future policy. The SRACIPHE survey is designed to evolve over time, incorporating new insights to reflect the unique contributions of each institution type in the higher education sector.

Survey Development

The Survey on Research Activities and Commercialization in Higher Education (SRACIPHE) was developed with a particular focus on the commercialization of intellectual property to inform policy work in this area. In designing the questionnaire, international standards were considered, alongside data sources from organizations such as the Canadian Association of University Business Officers (CAUBO) and AUTM (formerly the Association of University Technology Managers) to ensure alignment to the extent possible and avoid data duplication while adhering to international measurement standards.

The SRACIPHE goes beyond the Financial Information of Universities and Colleges (FIUC) dataset, maintained by the Canadian Association of University Business Officers (CAUBO), by capturing information on R&D activities, research collaboration, commercialization of research, and other activities that facilitate knowledge transfer beyond the university, and by collecting data on non-sponsored research funded through "internal" income sources of post-secondary institutions (PSI) such as tuition fees, revenue from endowments, investment income or revenues from other PSI operations. The information regarding internally funded R&D, for example, is necessary to conform with international measurement standards of R&D (i.e., the Frascati Manual) and to fully account for the research efforts within the higher education sector.

ISED and Statistics Canada facilitated two virtual stakeholder consultation sessions in 2023 to gain insights on existing research and development processes, from research itself to collaboration and commercialization, taking place at postsecondary institutions and research hospitals and sought input on the survey design, including thematic areas and indicators, information availability, existing data collection practices, and respondent reporting burden. The design of the SRACIPHE questionnaire incorporated feedback received during these consultations and was further refined through engagement with experts in higher education research and intellectual property from universities, research hospitals, government agencies and non-profit organizations.

The SRACIPHE questionnaire subsequently underwent cognitive testing to gather feedback on respondents' impressions and reactions. The testing aimed to assess their understanding of the questions, terminology, and response categories, as well as their ability and willingness to complete the questionnaire. Key objectives included evaluating the appropriateness of response categories, testing the questionnaire's format and flow, assessing whether the requested information was available, and ensuring the survey was user-friendly and easily understood. Based on the results of the testing, the questionnaire was modified to address identified issues and improve its clarity and effectiveness.

At the start of data collection, ISED and Statistics Canada organized a webinar to which all survey respondents were invited. The goal of the webinar was to address any questions that respondents had about the questionnaire. Following the session, a Q&A document was prepared and distributed to all respondents, including those who were unable to attend the webinar.

General information

Electronic questionnaire navigation – Skipping over questions

The survey incorporates 'soft edits' in the form of pop-up alerts, to remind respondents about unanswered items. Respondents may skip any question (except question 4) and proceed to those questions for which they have answers by closing the pop-up alert. It's important to note however that the resulting blank responses are treated as non-responses, which will result in imputation if the respondent does not provide an answer. For quantitative questions where the respondent has no, or no appreciable, activity, a "0" should be entered.

Values left blank—or, in some cases, reported as zero, will be subject to follow up by Statistics Canada to confirm responses and to ensure consistent reporting among respondents. It is recognized that accounting records or institutional information systems may not be configured to supply exact answers to all questions. It is also recognized that an institution's data may be spread across central offices, faculties, departments and individual researchers, making it difficult to compile the requested information. As such, consistent with Statistics Canada's standards, responses are assumed to be best estimates rather than strict accounting identities. Do your best to portray the situation at your institution as accurately as possible, as you are in the best position to estimate these values for your institution. You may qualify your response to any question in the note field (Question 49).

Response Options - N/A and None-Of-The-Above

The abbreviation "N/A" is context dependant and can be interpreted as "not applicable" or "not available". In this survey, "Not Applicable" means an institution is not involved in these activities and, using expenditures as an example, "0" should be entered. Leaving empty spaces, when the appropriate response is zero, may lead to erroneous imputation as it could be interpreted as "not available" or "unknown". In the event a respondent is unable to provide an answer (i.e., the information is unknown and cannot be obtained or estimated), respondents are advised to skip the question (i.e., submit a blank response) and indicate in Question 49 that the question could not be answered.

Responses, including additional information provided in the open comment box on question 49, will be analyzed to inform future iterations of the survey.

HTML Version of the Questionnaire

For your information, an HTML version of the electronic questionnaire (EQ), allowing an overview, can be found here: Survey on Research Activities and Commercialization of Intellectual Property in Higher Education

Reporting Period

The reporting framework has been aligned with the fiscal year used by federal funding agencies, running from April 1 to March 31 of the following year. If your fiscal year does not correspond to this period, please report according to your institution's fiscal period ending between April 1, 202X, and March 31, 202(X+1), and indicate your reporting period in Question 49 (an open comment box):

• Fiscal year ending in March 2022 = a fiscal year ending between April 1, 2021 and March 31, 2022
• Fiscal year ending in March 2023 = a fiscal year ending between April 1, 2022 and March 31, 2023
• Fiscal year ending in March 2024 = a fiscal year ending between April 1, 2023 and March 31, 2024

Consolidations of Majority Owned Affiliates

If your institution owns or controls (majority ownership of) related institutions that are separate legal entities (e.g., registered companies, institutes or partnerships) such as affiliated colleges or laboratories, please consolidate the activities of these institutions in this report and list them in Question 2. The federal business number (BN), issued by the Canada Revenue Agency to legal entities, is requested as it uniquely identifies units, reducing the likelihood of errors and streamlining the workload in data consolidation, compilation, and linkage processes. A similar question can be found in the CAUBO financial information of universities report (Affiliation Report). Institutions affiliated with an institution which are not consolidated with this report, are required to complete a separate questionnaire, as their activity will not otherwise be reported. If your institution is being consolidated in another institution's report, you are not required to complete this survey. Please confirm that your institution and business number are listed in a consolidated report and return your survey with a comment that your report has been consolidated, naming the consolidating institution.

Whether to consolidate research hospitals is at the institution's discretion. It will not be possible to segment this group for this iteration, but the decision on how to report has been left up to the institutions themselves.

Definitions for Research and Development (R&D)

The Frascati Manual is the official statistical standard used by National Statistical Organizations (NSO) to measure research and development. In it, research and development are separately defined as follows:

• Research is a creative and original process of systematic investigation aimed at acquiring new knowledge, including insights into humanity, culture, and society.
• Experimental development refers to the application of research findings or scientific knowledge to create new or significantly improved products, processes, or applications.

R&D does not include related scientific activities (RSA), those closely linked to R&D both through flows of information and in terms of operations, institutions and personnel, but as far as possible they should be excluded when measuring R&D.

Examples of RSA include: scientific and technical information services (e.g. data collection, processing, translation, dissemination by non-research personnel, bibliographic, patent, extension and advisory services, scientific conferences, except when conducted solely to support R&D projects); testing and standardization; feasibility studies; policy-related studies; and programmatic evaluations.

The Frascati Manual specifies that each higher education institution only count research and development activities that are performed within the institution itself in a given reference year. This is referred to as "in-house" or "intramural" R&D, to distinguish it from R&D that it may fund but is performed by an external unaffiliated institution.  

In-house or intramural R&D may be funded by internal or external funding sources.

The Frascati Manual enumerates in-house or intramural R&D expenditures by current and gross fixed capital components as specified in Table 1, below. Many of these categories are listed in the CAUBO Financial Information survey (Table 2), if you are familiar with this, and are broken out for sponsored research.

Current R&D expenditures are goods and services (including equipment) used and consumed within one year. They are composed mainly of labor costs of employees involved in R&D activities but also include other current R&D costs.

Gross fixed capital expenditures are the annual gross amount paid for the acquisition of fixed assets, or the portion thereof, that are used repeatedly or continuously in the performance of R&D for more than one year. The most relevant types of fixed assets used for R&D for which capital R&D expenditures should be compiled are land and buildings, machinery and equipment, capitalized computer software and other intellectual property products.

Table 1: Components of in-house R&D expenditures

	Institution’s in-house R&D expenditures
Current R&D expenditures
a. Wages and salaries of R&D personnel
b. Other current costs of goods and services Services in support of R&D Materials for R&D consumed within a year All other current costs (including overhead)
Capital R&D expenditures
c. Land and buildings used for R&D activities
d. Machinery and equipment used for R&D activities
e. Capitalized computer software used for R&D activities
f. Other intellectual property products
Total in-house R&D expenditures	a + b.1 + b.2 + b.3 + c + d + e + f

Outsourced R&D, performed by an external organization whose activities are not consolidated in this report, should not be included in this report to avoid double counting. These activities would be reported by the external organizations.

While CAUBO and AUTM provide some metrics on R&D income and expenditures (sponsored research), they may not fully measure the total R&D expenditures as defined by the Frascati Manual, as they do not expressly enumerate non-sponsored R&D which is funded from an institution's own income or resources it otherwise controls (see Question 5, for further elaboration).

This includes independent research conducted by its academic staff. (included in a. in Table 1 above). Time-use studies have been used to estimate the time spent by academic staff on research (include administration time overseeing R&D), so salaries devoted to teaching or general administration are excluded. Estimates of research time of academic staff will vary across and within institutions, but a single estimate of research time by academic staff has sometimes been used as a proxy to estimate W&S dedicated to R&D, where more detailed data is not available. Institutions are increasingly tracking research activity and Statistics Canada periodically conducts time-use studies to estimate this for its measures of R&D in higher education (HERD). Your best estimate of labor costs dedicated to R&D is sufficient and is useful to confront data currently being used. If a coefficient was used to estimate the R&D share of academic labor costs, based on the measurement methodology outlined in table 1 above, it may be provided in Question 49.

Similar estimates can be made for capital spending (purchases) for R&D. Laboratories, for example, may be used for teaching or research purposes, and in this approach, the share of time estimated for research purposes over a reference period could be used to allocate these purchases or expenditures to R&D. The capital purchase related to R&D activities would be included rather than the depreciation. Operating costs associated with capital assets, such as utilities and maintenance, would be reported in b.1 or b.3.

R&D Performed

Total in-house R&D expenditures (Question 4)

Question 4 is a filter question, that all respondents are required to answer. This question is a gateway question that must be answered to proceed to the following questions. This question also serves to minimize response burden for smaller institutions, or for those who perform more modest levels of R&D. Only institutions with more than $1 million in in-house R&D expenditures in one of the previous three years are required to complete the full questionnaire. They will be required to complete Questions 15 and 16, to have a completed questionnaire. If an institution knows its R&D expenditures exceed $1 million but is unsure of the exact amount, they may enter any value greater than $1 million to proceed to the next section, however, they should ensure that they update the figure to their best estimate before submitting the questionnaire.

Source of funds for R&D performed in-house (Question 5)

Question 5 requires a breakdown of the source of funds used for R&D activities conducted within the institution. This may differ from income received for research, since it focuses on the allocation of funds specifically used for research conducted within the institution during the reporting reference period, excluding funds transferred to unaffiliated institutions, or to be used at a latter period.

For co-funded research, please allocate funds by the share of the contributing partners' sector to the best of your ability. If this cannot be fully allocated appropriately to the listed sectors, please report how you have allocated the funding in Question 49.

Funds used for R&D

R&D expenditure can be financed through different sources of funds, internal or external to the institution.

Funds generated by the institution itself, arising from fees and tuitions, endowments, investment income, or other receipts from an institution's operations, also referred to as "Ancillary funds" by CAUBO, are deemed to be internal funds. The amounts from these sources used for research would correspond to question 5.f.

Funds transferred from unaffiliated organizations, such as research grants, or from government, such as research grants or for general operating grants (General University Funds - GUF), are considered to be external funds.

Funds from external sources that are provided for specific research activity are commonly known as sponsored research. For many institutions these will constitute the bulk of their research funding. GUF are externally sourced to a PSI, and because these are generally not earmarked for specific uses, any of these funds that fund research (perhaps as academic salaries or wages), would not be considered as sponsored research, and would not be included in CAUBO estimates. Sponsored research is generally externally funded, however, not all external sources of funding for research would necessarily be sponsored research.

Whatever the source of income, it is important to emphasize the need to report the proportion of each funding source allocated to research and development expenditures to get a complete picture of R&D performed by an institution and its consolidating affiliates.

Table 2: Classification of source of Funds

Type of funds	Internal funding	External funding
Sponsored R&D	Not applicable	Grants and contracts from external partners
Non-Sponsored R&D	Institution’s own funds	General university fund (GUF)

Funding from foreign governments, their agencies, and supranational organizations should be reported in Question 5 a. or b. under "Federal government grants, funding, or contracts" in the column labeled "From outside Canada." This includes funding from entities such as the European Union (e.g., Horizon Europe), UN organizations, or foreign governments, as well as their respective agencies (e.g. DARPA, NSF, NIH).

Total R&D expenditures by field of research (Question 6)

Question 6 requires a breakdown of R&D activities conducted at the institution by field of R&D. Allocations by field of research should be made to the best of your knowledge. If certain fields, such as engineering or medicine, account for a disproportionate share of operating or capital expenses, please reflect this as accurately as possible in your allocation decision. If you are consolidating the research of health-related institutions, all of that institution's research activity could be reported in the medical and health sciences research category.

The allocation of interdisciplinary R&D expenditures across fields of research can be challenging, as interdisciplinary work often cuts across traditional disciplinary boundaries. When the research spans multiple fields. Here are some recommendations:

1. Use a Dominant Field Approach: When R&D activities cannot be neatly categorized into one specific field, allocate the expenditures to the dominant field. This could be the field that contributes the most to the overall research objective or the field in which most resources (funding, personnel, time) are invested.
2. Split Based on Direct Costs: If possible, allocate the R&D expenditures based on the direct costs associated with each field. For example, if certain resources, such as personnel or equipment, are dedicated to specific fields within an interdisciplinary project, assign costs proportionally based on their use.
3. Use Expert Judgment: In cases where there is ambiguity or where a simple cost allocation is difficult, the Frascati Manual suggests consulting with experts in the relevant fields to determine the best way to allocate expenditures. These experts can provide insight into the relative contributions of each discipline to the overall project.
4. Estimate the Share of Resources per Field: In interdisciplinary R&D, it's often useful to estimate the relative share of resources or effort directed toward each field. This can be done through time tracking, activity reports, or other management tools. These estimates can help in dividing the total R&D expenditures across multiple fields.
5. Consider the Impact of Interdisciplinary Collaboration: If the interdisciplinary nature of the R&D project is such that it's difficult to assign costs to specific fields, consider using a proportional method. This approach takes into account the contributions of all fields involved, especially when the collaboration is closely integrated.

R&D related to selected emerging technologies (Question 7)

Many of technologies identified in this question are considered to be emerging and economically important, as well as being Government of Canada development priorities and the subject of business technology surveys conducted by Statistics Canada. The question aims to highlight connections between R&D activities conducted by the higher education sector and the use and development of technologies by other sectors of the economy.

Prototypes and processes (Question 9)

Innovation is broadly described as the introduction of a new product or process to a user. It is considered as a material output of a research or development activity. This question was requested by colleges which have worked on product or development initiatives and may not be applicable to many higher education institutions. The two innovation outputs described here are based on the two broad types of innovation: Product Innovation and "business" (operations) process innovation.

A prototype is defined as an original model constructed to include all the technical and performance characteristics of the new product (which can be viewed as an intermediary top product innovation). Meanwhile, a "business" process innovation is a new or improved process for one or more activities or functions that differs significantly from a previous operation process and that could be ready for implementation or adoption by a user. Please answer this question for your fiscal period ending between April 1, 2023 and March 31, 2024.

Intellectual Property Outputs: Prototypes and processes

Intellectual Property (IP) disclosure (Questions 10 and 11)

The term "inventions," in the context of invention disclosures, refers to inventions disclosed to the institution by researchers that could reasonably be believed to be patentable but for which a formal assessment has not yet been completed. The general criteria for determining patentability include the following:

• Inventiveness: The invention must present a novel solution that clearly differs from existing knowledge or technologies in its field.
• Industrial Applicability: The invention must be capable of being produced or utilized in any industry, offering practical and tangible benefits.
• Relevance: The invention must address a real-world problem or need, contributing meaningfully to its field.
• Non-obviousness: The invention must not be an obvious or predictable improvement to someone with ordinary expertise in the relevant domain.

While AUTM provides some information on patentable invention disclosures, it does not cover items in Question 11 b. through i. A SRACIPHE-AUTM concordance for line a. is provided in Table 3.

Question 11, line c., "educational materials", refers to tangible, copyrightable works produced within the institution, such as textbooks and virtual lectures, that are intended (or available) for publication and distribution beyond the institution. It is not intended to include general notes or material that are used by academic staff in the course of their teaching duties.

Table 3: Conversion Table for AUTM to SRACIPHE question 11

SRACIPHE	AUTM
Q11.a Number of inventions disclosures	Q7.1
Q11.a Number of inventions disclosures resulting in protection	Q7.4
Q11.a Number of inventions disclosures not resulting in protection activity protection	Q7.11

Please answer these questions for your fiscal period ending between April 1, 2023 and March 31, 2024.

Patents issued (Question 13)

The purpose of the question was to request reporting on all patent applications known to the institution, regardless of whether the institution retained rights to the invention. An application process that relied on the institution's resources, offices or personnel or was acknowledged as an outcome of its facilities or institutions would be considered as supported by the institution.

Research Partnerships and Collaborations

Partnerships and Collaborations (Questions 15, 16, and 17)

Partnerships and collaboration are important to advance research and development work and can be instrumental to develop talent, diffuse knowledge and create networks that can lead to employment opportunities, further additional research and the commercialization of research. These questions aim at enumerating the extent of the higher education sector's collaboration with outside partners, which can be overlooked as an important output of PSI's and can be difficult to measure.

Please answer these questions according to your institution's fiscal reporting period ending between April 1, 2023 and March 31, 2024.

For multiyear contracts, report the annualized value of the contracts. For research contracts involving partnerships consisting of two or more performing institutions, report for your allocation of total funding.

Students Counts

Survey respondents are encouraged to explore what options may be suitable for collecting data that is not currently available. Identifying the number of students involved by type of partnership should be made to the best of your knowledge. It may be possible to estimate the number of paid students involved in research from gross wages paid to students divided by an estimate of the average amount paid out for a single student contact. For projects outside the higher education sector (e.g., MITACS private business partnerships, partnerships with unaffiliated non-profits), include students from your institution in your student counts.

You are invited to document your methodology in Question 49, to aid in the standardization of student counts on future iterations of this survey. If students from multiple institutions collaborate on a single project, only count your part of the partnership, i.e., the students you hire or who attend your institution for unpaid work.

Type of partnership (Question 15 and 16)

A research partnership occurs when an external organization such as a business, a non-profit organization or another academic institution, invests in, undertakes collaboration, or provides in-kind support to research at a post-secondary institution. In the case of university research partnerships, this may be driven by a high-level, complex problem.

Partnerships can take many forms, including accessing research expertise, providing speciality equipment and technical services or the provision of student talent. Question 15 enumerates all types of partnerships whereas Question 16, a subset of Question 15, enumerates only partnerships or collaborations with an industry partner (private business).

Three types of partnerships are listed: 1. Research and development agreements; 2. Service-for-fee or technical service agreements; and 3. Partnerships focused-on student training, internship, co-op or professional development. Partnership with a sponsored research component should always be reported in research and development agreements, even if they have a co-op or technical service component. Each partnership should be reported in a single category that best reflects the main activity or objective of the partnership. Partnerships arising from sponsored research and clinical trial agreements should be reported under Research and development agreements (i.e. 15.a. and 16.a).

Material Transfer Agreements (MTAs), Non-Disclosure Agreements (NDAs), and licenses are not considered partnerships for the purposes of this section. If you believe there is a case for including them, please note the context and your reasons in Question 49 for future consideration.

Research and development contracts by type of sponsor (Question 17)

The value of the partnership reported on this questionnaire should reflect the value of the contract received by the institution (s) consolidated herein and not the costs expended by any of the external partners enumerated.

Hospital-based institutions, that are not consolidated in this report, should count as agreements/partnerships with another institution, even if affiliated.

All active partnerships during the reporting period should be counted. A partnership is considered "active" if it involves ongoing research, service, or collaborative activities. If these activities span multiple years, a partnership should be included for each year in which the activities are conducted.

For multiyear contracts, please report the annualized value of the contracts. As with other questions, activity listed here should correspond to your institutions reporting period ending between April 1, 2023 and March 31, 2024.

Clinical trials (Question 18)

If you do not have clinical trials, enter the total value of research contracts under 'Collaborative R&D' and a zero under 'Clinical Trials'.

As with other questions, activity listed here should correspond to your institution's reporting period ending between April 1, 2023 and March 31, 2024.

Intellectual Property Management

Technology Transfer Offices (TTO) Staff (Question 30)

Literature indicates a strong relationship between the education and experience of TTO staff and commercialization outcomes, which supports data collection at the employee level. This question collects information on personnel involved in IP management. In addition, it is not requesting the names or salary of TTOs employees. The details collected outline the personnel composition typically found in TTOs as a measure of their capacity, without reporting any personal identifiers. The first employee mat be designated as Employee 1 and each subsequent entry may be numbered sequentially: Employee 2, 3, 4 ... n employees. The information collected adheres to the confidentiality standards set by Statistics Canada.

Start-ups and Spin-offs and Support to SMEs

Support from the PSI (Questions 39)

This question asks for counts of SMEs (small and medium enterprises) receiving various kinds of support from the PSI during the institution's reporting period ending between ending between April 1, 2023 and March 31, 2024. An SME is generally defined as any business with less than 500 employees. There is no need to differentiate between SMEs, start-ups and spin-offs for this question.

Report these in the categories most closely aligned with the activity, or as "other support", where there is divergence. You may note what has been included in the other category in Question 49, as input into future iterations of the survey.

Start-ups (Questions 40 – 43)

Questions 40 to 43 pertain to businesses (start-ups or spin-offs) that are exploiting technologies developed through the R&D performed at the institution.

The previous five years refers to the period starting in 2018 and continuing to 2023. This may correspond to your previous five-year reporting periods ending March 31, 2024.

Although information on affiliated start-ups are becoming more detailed and comprehensive for many institutions, tracking starts-ups and Business Numbers (BN) (see Section on Consolidations of Majority Owned Affiliates for further elaboration of BN's) can pose challenges. Do your best to provide this information, or provide legal names of the enterprises, to the best of your ability.

Canadian Industry Partnership for Energy Conservation (CIPEC)
Natural Resources Canada
580 Booth Street, 13th Floor
Ottawa, Ontario  K1A 0E4
E-mail: nrcan.cipec-ipeec.rncan@canada.ca
Web: Canadian Industry Partnership for Energy Conservation (CIPEC)

An important message to all respondents

On behalf of the Canadian Industry Partnership for Energy Conservation (CIPEC), I would like to thank you for responding to the 2024 Industrial Consumption of Energy (ICE) survey.

Energy efficiency plays a key role in Canada's efforts to reduce energy use and GHG emissions, while strengthening competitiveness and maximizing profits. Your participation in the ICE survey enables us to track industry's progress and help meet Canada's Pan-Canadian Framework objectives of clean growth and a low carbon economy. Specifically, the ICE data is used to help build the business case for funding and program renewals, monitor sector progress and celebrate industry's energy achievements.

Natural Resources Canada (NRCan) currently supports industrial organizations in improving their energy performance through program activities such as:

• Energy management frameworks and cost-shared financial assistance;
• Tools, guides and technical information; and
• National and international networks.

Since 2023, the Green Industrial Facilities and Manufacturing Program (GIFMP) provides financial assistance to support the implementation of energy efficiency and energy management solutions designed to maximize energy performance, reduce greenhouse gas (GHG) emissions and increase competitiveness for industry in Canada. This could include support for ISO 50001 certification, energy managers, cohort-based training, audits, and energy efficiency-focused retrofits for key small-to-moderate projects that fill a gap in the federal suite of industrial programming.

NRCan also administers the ENERGY STAR for Industry program, which offers the ENERGY STAR Challenge to help reduce facility energy intensity by 10% within 5 years, and tools to measure, track and benchmark energy to reduce waste and save money for companies eligible through ENERGY STAR Certification.

NRCan and CIPEC can help you produce results and save costs. Contact us today to learn more about how we can support your organization in improving your energy performance.

Thank you again for your participation.

Eric Gingras
Manager, Outreach and Engagement
Industrial Division, Natural Resources Canada

Dwelling information

The first few questions are to confirm your contact information, such as your address and phone number.

Q1. Is this your correct address and telephone number?

[Apartment number] [Civic number] [Civic suffix]
[Street name] [Street type] [Street direction]
[City] [Province or territory]
[Postal code]

[Telephone number] [Extension number]

Select "No" if the address requires any changes (e.g., a spelling mistake or the apartment number is incorrect).

• Yes
• No

Q2. Please correct your address.

• Apartment number
• Civic number
• Civic suffix
  • 1/4
  • 1/2
  • 3/4
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
• Street name
• Street type
  • ABBEY
  • ACCESS
  • ACRES
  • AIRE
  • ALLÉE
  • ALLEY
  • AUT
  • AV
  • AVE
  • BAIE
  • BAY
  • BEACH
  • BEND
  • BLVD
  • BOUL
  • BRGE
  • BROOK
  • BYPASS
  • BYWAY
  • C
  • CAMPUS
  • CAPE
  • CAR
  • CARREF
  • CDS
  • CERCLE
  • CH
  • CHASE
  • CIR
  • CIRCT
  • CLOSE
  • COMMON
  • CONC
  • CÔTE
  • COUR
  • COURS
  • COVE
  • CRES
  • CREST
  • CRNRS
  • CROFT
  • CROIS
  • CROSS
  • CRSSRD
  • CRT
  • CTR
  • DALE
  • DELL
  • DIVERS
  • DOWNS
  • DR
  • DRPASS
  • ÉCH
  • END
  • ESPL
  • ESTATE
  • EXPY
  • EXTEN
  • FARM
  • FIELD
  • FOREST
  • FRONT
  • FSR
  • FWY
  • GATE
  • GDNS
  • GLADE
  • GLEN
  • GREEN
  • GRNDS
  • GROVE
  • HARBR
  • HAVEN
  • HEATH
  • HGHLDS
  • HILL
  • HOLLOW
  • HTS
  • HWY
  • ÎLE
  • IMP
  • INLET
  • ISLAND
  • KEY
  • KNOLL
  • LANDNG
  • LANE
  • LANEWY
  • LINE
  • LINK
  • LKOUT
  • LMTS
  • LOOP
  • MALL
  • MANOR
  • MAZE
  • MEADOW
  • MEWS
  • MONTÉE
  • MOUNT
  • MTN
  • ORCH
  • PARADE
  • PARC
  • PASS
  • PATH
  • PEAK
  • PINES
  • PK
  • PKY
  • PL
  • PLACE
  • PLAT
  • PLAZA
  • POINTE
  • PORT
  • PROM
  • PT
  • PTWAY
  • PVT
  • QUAI
  • QUAY
  • RAMP
  • RANG
  • RD
  • RDPT
  • REACH
  • RG
  • RIDGE
  • RISE
  • RLE
  • ROUTE
  • ROW
  • RTE
  • RTOFWY
  • RUE
  • RUN
  • SECTN
  • SENT
  • SIDERD
  • SQ
  • ST
  • STROLL
  • SUBDIV
  • TERR
  • TLINE
  • TOWERS
  • TRACE
  • TRAIL
  • TRNABT
  • TRUNK
  • TSSE
  • VALE
  • VIA
  • VIEW
  • VILLAS
  • VILLGE
  • VISTA
  • VOIE
  • WALK
  • WAY
  • WHARF
  • WOOD
  • WYND
• Street direction
  Example: NW
  • E
  • N
  • NE
  • NO
  • NW
  • O
  • S
  • SE
  • SO
  • SW
  • W
• City, municipality, town, village, First Nations reserve
• Province or territory
• Postal code
  Example: A9A 9A9
• Telephone number (including area code)
  Example: 123-123-1234
• Extension number (if applicable)

Q3. Is this also your mailing address?

[Apartment number] [Civic number] [Civic suffix]
[Street name] [Street type] [Street direction]
[City] [Province or territory]
[Postal code]

• Yes
• No

Q4. Please provide your mailing address.

• Apartment number
• Civic number
• Civic suffix
  • 1/4
  • 1/2
  • 3/4
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
• Street name
• Street type
  • ABBEY
  • ACCESS
  • ACRES
  • AIRE
  • ALLÉE
  • ALLEY
  • AUT
  • AV
  • AVE
  • BAIE
  • BAY
  • BEACH
  • BEND
  • BLVD
  • BOUL
  • BRGE
  • BROOK
  • BYPASS
  • BYWAY
  • C
  • CAMPUS
  • CAPE
  • CAR
  • CARREF
  • CDS
  • CERCLE
  • CH
  • CHASE
  • CIR
  • CIRCT
  • CLOSE
  • COMMON
  • CONC
  • CÔTE
  • COUR
  • COURS
  • COVE
  • CRES
  • CREST
  • CRNRS
  • CROFT
  • CROIS
  • CROSS
  • CRSSRD
  • CRT
  • CTR
  • DALE
  • DELL
  • DIVERS
  • DOWNS
  • DR
  • DRPASS
  • ÉCH
  • END
  • ESPL
  • ESTATE
  • EXPY
  • EXTEN
  • FARM
  • FIELD
  • FOREST
  • FRONT
  • FSR
  • FWY
  • GATE
  • GDNS
  • GLADE
  • GLEN
  • GREEN
  • GRNDS
  • GROVE
  • HARBR
  • HAVEN
  • HEATH
  • HGHLDS
  • HILL
  • HOLLOW
  • HTS
  • HWY
  • ÎLE
  • IMP
  • INLET
  • ISLAND
  • KEY
  • KNOLL
  • LANDNG
  • LANE
  • LANEWY
  • LINE
  • LINK
  • LKOUT
  • LMTS
  • LOOP
  • MALL
  • MANOR
  • MAZE
  • MEADOW
  • MEWS
  • MONTÉE
  • MOUNT
  • MTN
  • ORCH
  • PARADE
  • PARC
  • PASS
  • PATH
  • PEAK
  • PINES
  • PK
  • PKY
  • PL
  • PLACE
  • PLAT
  • PLAZA
  • POINTE
  • PORT
  • PROM
  • PT
  • PTWAY
  • PVT
  • QUAI
  • QUAY
  • RAMP
  • RANG
  • RD
  • RDPT
  • REACH
  • RG
  • RIDGE
  • RISE
  • RLE
  • ROUTE
  • ROW
  • RTE
  • RTOFWY
  • RUE
  • RUN
  • SECTN
  • SENT
  • SIDERD
  • SQ
  • ST
  • STROLL
  • SUBDIV
  • TERR
  • TLINE
  • TOWERS
  • TRACE
  • TRAIL
  • TRNABT
  • TRUNK
  • TSSE
  • VALE
  • VIA
  • VIEW
  • VILLAS
  • VILLGE
  • VISTA
  • VOIE
  • WALK
  • WAY
  • WHARF
  • WOOD
  • WYND
• Street direction
  Example: NW
  • E
  • N
  • NE
  • NO
  • NW
  • O
  • S
  • SE
  • SO
  • SW
  • W
• City, municipality, town, village, First Nations reserve
• Province or territory
• Postal code
  Example: A9A 9A9

The next questions refer to your household's usual place of residence and collective dwellings.
To make sure you are asked the right questions, we need to correctly identify the dwelling in which you live.

Q5. Is the address displayed on the previous screen your household's usual place of residence?

The usual place of residence is the dwelling where a household usually lives and typically corresponds to the address on the driver's licence.

• Yes
• No

Q6. Does your household live in a collective dwelling?

A collective dwelling refers to an establishment used for institutional or communal purposes.
Include:

• residences for non-autonomous senior citizens
• school residences
• hotels and motels
• halfway houses
• work camps
• camps occupied by military personnel only
• lodging and rooming houses
• a religious or communal dwelling, e.g., Hutterite colony and non-religious communes

• Yes
• No

In which type of collective dwelling does your household live?

• A residence for non-autonomous senior citizens (dwelling without a kitchenette)
• A school residence
• A hotel or a motel
• A halfway house
• A work camp
• A camp occupied by military personnel only
• A lodging or a rooming house
• A religious or other communal dwelling, e.g., a Hutterite colony

Is this your household's usual place of residence?

• Yes
• No

Was the room number included in the address?

• Yes
• No

Household information

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

Q7. Including yourself, how many persons are living at this address?

Include all persons who have their main residence at this address, even if they are temporarily away.

• Number of persons

Q8. [Please provide your first name, last name, and age./Beginning with yourself, please provide the first name, last name, and age of all persons living at this address.]

To add or remove a person, return to the previous question and change the number of persons living at this address. Review and enter the names of the household members in the table.

• First name
• Last name
• Age

Q9. Verify that you are listed first and all of the information is correct.

First name: [First name]
Last name: [Last name]
Age: [Age]

The following section asks questions about each member of your household.

Q11. What is [your/[First name]'s] date of birth?

• Year
• Month
• Day

Q12. What is [First name]'s relationship to you?

• Husband or wife
• Common-law partner
• Father or mother
• Son or daughter (birth, adopted or step)
• Brother or sister
• Foster father or mother
• Foster son or daughter
• Grandfather or grandmother
• Grandson or granddaughter
• In-law
  Exclude the parent's new spouse.
• Other related
• Unrelated

Q13. What is [your/[First name]'s] gender?

Gender refers to current gender which may be different from sex assigned at birth and may be different from what is indicated on legal documents.

• Male
• Female
• Or please specify
  • Specify this person's gender

Q14. [Are you/Is [First name]] First Nations, Métis or Inuk (Inuit)?

First Nations (North American Indian) includes Status and Non-Status Indians.
If 'Yes', select the responses that best describes you now

• No, not First Nations, Métis or Inuk (Inuit)
  OR
• Yes, First Nations (North American Indian)
• Yes, Métis
• Yes, Inuk (Inuit)

The following question collects information in accordance with the Employment Equity Act and its Regulations and Guidelines to support programs that promote equal opportunity for everyone to share in the social, cultural, and economic life of Canada.

Q15. Which population group or groups best describes [you/[First name]]?

Select all that apply.

[Are you/Is [First name]]:

• White
• South Asian
  e.g., East Indian, Pakistani, Sri Lankan
• Chinese
• Black
• Filipino
• Arab
• Latin American
• Southeast Asian
  e.g., Vietnamese, Cambodian, Laotian, Thai
• West Asian
  e.g., Iranian, Afghan
• Korean
• Japanese
• Other
  • Specify other group

Q16. What is [your/[First name]'s] marital status?

• Married
  For Quebec residents only, select the "Married" category if your marital status is "civil union".
• Living common law
  Two people who live together as a couple but who are not legally married to each other.
• Never married (not living common law)
• Separated (not living common law)
• Divorced (not living common law)
• Widowed (not living common law)

Q17. What is the highest certificate, diploma or degree that [you have/[First name] has] completed?

• Less than high school diploma or its equivalent
• High school diploma or a high school equivalency certificate
• Trades certificate or diploma
• College, CEGEP or other non-university certificate or diploma (other than trades certificates or diplomas)
• University certificate or diploma below the bachelor's level
• Bachelor's degree
  e.g., B.A., B.A. (Hons), B.Sc., B.Ed., LL.B.
• University certificate, diploma or degree above the bachelor's level

Q18. Currently, what is [your/[First name]'s] main activity?

Is it:

• Working at a job, a business or self-employed
• Looking for work
• Going to school
• Doing household work
• Caring for family members including young children
• Retired
• Experiencing a long-term illness or disability
• Doing volunteer work
• No main activity
• Other
  • Specify the other main activity

Dwelling information

The next section refers to the characteristics and tenure of your dwelling.

Q19. In what type of dwelling do you live?

Would you say:

• A single detached
• A semi-detached or double
  i.e., side by side
• A garden home, town house or row house
• A duplex
  i.e., one above the other
• 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 or camp
• A mobile home
• Other
  • Specify the other type of dwelling

Q20. In what year was this dwelling originally built?

If exact year is not known, give your best estimate.

• Year

Q21. Is this dwelling in need of any repairs?

Exclude desirable remodelling or additions.

• No, only regular maintenance is needed
  e.g., painting, furnace cleaning
• Yes, minor repairs are needed
  e.g., missing or loose floor tiles, bricks or shingles; defective steps, railing or siding
• Yes, major repairs are needed
  e.g., defective plumbing or electrical wiring; structural repairs to walls, floors or ceilings

Q22. How many bedrooms are in this dwelling?

Count all rooms designed as bedrooms, even if they are now used for something else. Also count basement bedrooms and rooms that are used as bedrooms now, even if they were not originally built as bedrooms.

Do not count rooms used solely for business purposes.

• Number of bedrooms

Q23. In what year and month did [you/your household] move to this dwelling?

Report the first year and month that any current household member moved to the dwelling.

• Year
• Month

Q24. Is this dwelling owned by a member of this household?

Would you say:

• Yes, owned, even if it is still being paid
• No, rented, even if no cash rent is paid

Q25. Is there a mortgage on this dwelling?

Exclude other types of financing.

• Yes
• No

Q26. If you were to sell this dwelling today, how much would you expect to sell it for?

• Round to nearest CAN$

Q27. How many cellphones [do you/does your household] have?

Exclude cellphones used for work only.

• Number of cellphones

Q28. Which of the following services [do you/does your household] have?

Include services received from telecommunication providers.
Exclude online streaming services, e.g., Netflix and Crave.

Select all that apply.

• Landline telephone service
  Include IP and VOIP services.
• Television service
• Internet access from your dwelling
• None of the above

What type of television services [do you/does your household] have?

Select all that apply.

• Cable
• Satellite dish
• Phone line or IPTV
• Fibre-optic
• Other
  • Specify the other type of service

What type of Internet connections [do you/does your household] have?

Select all that apply.

• Fibre-optic
• Cable
• High speed telephone or DSL
• Dial-up through telephone line
• Satellite
• Wireless
  Include cellphones, tables, sticks and fixed wireless connections.
  Exclude wireless routers
• Other
  • Specify the other type of connection

Dwelling expenses

The survey only collects information about household expenses.

Exclude expenses charged against business or rental income.

The next section refers to mortgage related expenses.

Q29. How many mortgages [do you/does your household] currently have on this dwelling?

• Number of mortgages

Q31. How much was the last regular payment for this mortgage?

Include premiums for mortgage-related insurance and property taxes if they are part of the mortgage payments.
Exclude any irregular or lump sum payments.

• Round to nearest CAN$

Q32. What was the payment frequency?

Was it:

• Weekly
• Biweekly
• Semi-monthly
• Monthly
• Every two months
• Quarterly
• Annually
• Other
  • Specify the other payment frequency

Q33. Were the premiums for mortgage-related insurance included in this mortgage payment?

Mortgage-related insurance includes mortgage life insurance, loan insurance and disability insurance.

• Yes
• No

Q34. Were the property taxes included in this mortgage payment?

• Yes
• No

Q35. In the 12-month period between [reference period], what was the total premium paid for mortgage-related insurance for this mortgage?

Include mortgage life insurance, loan insurance and disability insurance even if included in the mortgage payments.

• Round to nearest CAN$

Q36. What is the balance owing for this mortgage?

• Round to nearest CAN$

Q37. For this mortgage, in which of the following groups is your current balance owing?

Is it:

• 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

Q38. What is the amortization period for this mortgage, i.e., the total number of years you agreed to pay off the mortgage in full?

Is it:

• 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 the other amortization period

[This section refers to other expenses related to this dwelling./The survey only collects information about household expenses. 

Exclude expenses charged against business or rental income.

The next section refers to expenses related to this dwelling.]

Q39. How much was [your/your household's] last payment for the following?

a. Home insurance

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

b. Condominium fees

Include strata fees.

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

Q40. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Property and school taxes

Include special service charges and local improvements.
Include taxes even if included in mortgage payments.

• Round to nearest CAN$

b. Legal charges related to the dwelling

Include title searches and title transfers.

• Round to nearest CAN$

c. Registration fees, renewal fees, early renewal fees or closing penalties associated with mortgages

Exclude mortgage payments.

• Round to nearest CAN$

d. Other fees related to the dwelling - Specify the other fees

Include:

• building permits
• appraisals and inspections
• surveying fees
• special assessments for condo owners
• pad rental for mobile homes.

• Round to nearest CAN$

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

Exclude:

• purchase and sale of secondary residences
• dwellings bought or sold solely for business purposes, e.g., dwellings purchased solely for renting
• dwellings bought or sold for persons who are not household members.

Q41. In the 12-month period between [reference period], how many principal residences did [you/your household] purchase?

• Number of residences purchased

Q43. What was the purchase price of this principal residence?

Exclude adjustments to property taxes and heating oil.

• Round to nearest CAN$

Q44. How much did [you/your household] pay for the land transfer tax, the welcome tax and the land registration fees for this residence?

• Round to nearest CAN$

Q45. In the 12-month period between [reference period], how many principal residences did [you/your household] sell?

• Number of residences sold

Q47. What was the selling price of the previous principal residence?

• Round to nearest CAN$

Q48. How much did [you/your household] pay for real estate commissions for this residence?

Include fixed fees paid to online real estate brokers, e.g., FairSquare, For Sale By Owner and DuProprio.

Report as an amount or a percentage.

• Amount
  • Specify the amount
• Percentage
  • Specify the percentage
    At two decimal places, e.g., 4.25%

The survey only collects information about household expenses.

Exclude expenses charged against business or rental income.

The next section refers to expenses related to this dwelling.

Q49. How much was [your/your household's] last payment for the following?

a. Rent

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

b. Tenant's insurance

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

c. Parking

Exclude parking included in rent.

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

Q50. In the 12-month period between [reference period], what additional amounts were paid to the landlord which were not included in regular rent payments, e.g., security deposits?

• Round to nearest CAN$

Q51. In the 12-month period between [reference period], how much did [you/your household] spend on improvements, renovations, repairs and maintenance for this dwelling?

Exclude amounts reimbursed by the landlord.

• Round to nearest CAN$

Q52. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Legal charges related to the sale of the residence

Include title searches and title transfers.

• Round to nearest CAN$

b. Registration fees, renewal fees, early renewal fees or closing penalties associated with mortgages

• Round to nearest CAN$

c. Other fees related to the sale of the residence - Specify the other fees

Include:

• building permits
• appraisals and inspections
• surveying fees.

• Round to nearest CAN$

The next section refers to spending on utilities.

Exclude expenses already included in condo fees and rent payments.

Q53. How much was [your/your household's] last payment for the following?

Exclude rental of heating equipment.

a. Water and sewage charges

Include pumping services and water tankers that deliver water and fill water tanks at private homes.

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

b. Electricity

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

c. Natural gas

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

Q54. In the 12-month period between [reference period], how much did [you/your household] receive in credits or subsidies to help pay utility bills for the following?

Report the total amount received.

Credits and subsidies are funds received from provincial or municipal support programs, energy provider assistance programs, emergency financial assistance or social assistance allowances.

a. Electricity

• Round to nearest CAN$

b. Natural gas

• Round to nearest CAN$

Q55. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Propane

Include propane for barbecues.

• Round to nearest CAN$

b. Heating oil

• Round to nearest CAN$

c. Wood and other fuel

Include wood, charcoal and wood pellets used for heating, cooking or for pleasure, e.g., fireplace.

• Round to nearest CAN$

d. Rental of heating equipment

e.g., hot water tank and propane tank

• Round to nearest CAN$

The next section refers to spending on repairs, maintenance, improvements and renovations.

Exclude:

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

Q56. In the 12-month period between [reference period], how much did [you/your household] spend on the following for [the principal residence which was sold/the current principal residence/all residences including the current principal residence and the principal residence which was sold]?

a. Repairs and maintenance

Work to keep the property in working order without improving its quality.
e.g., painting a fence, replacing a broken windowpane or replacing a furnace filter

• Round to nearest CAN$

b. Improvements and renovations

Work that leads to an increase in value and overall quality of the property.
e.g., adding to the structure, installing a pool, adding a new fence, replacing windows or installing a new furnace

• Round to nearest CAN$

Q57. How much was spent on contract work or hired labour for the following?

Include the cost of materials if they were billed with the labour.

Report as an amount or a percentage.

a. Repairs and maintenance

• Round to nearest CAN$
• Percentage

b. Improvements and renovations

• Round to nearest CAN$
• Percentage

Q58. Of the [improvements and renovations amount] reported, in the 12-month period between [reference period], how much did [you/your household] spend on the following for [the principal residence which was sold/the current principal residence/all residences including the current principal residence and the principal residence which was sold] in terms of improvements and renovations?

Exclude expenses charged against business or rental income.

a. Exterior improvements

e.g., work done to a deck, garage or siding

• Round to nearest CAN$

b. Roofing

e.g., replacing all shingles, complete re-tarring, eaves troughing

• Round to nearest CAN$

c. Property improvements

e.g., landscaping, driveway work, fencing

• Round to nearest CAN$

d. Interior improvement or remodels

e.g., basement finishing, aging-in-place, room extensions or remodels

• Round to nearest CAN$

e. Flooring

e.g., carpeting, tiling, wood floors

• Round to nearest CAN$

f. Windows and doors

e.g., interior and exterior doors, closet or French doors, garage doors

• Round to nearest CAN$

g. Heating and conditioning

e.g., heat pump, fireplace conversions to gas furnace

• Round to nearest CAN$

h. Plumbing fixtures and equipment

e.g., shower or sink unit, hot water tank, bathtub, water softener

• Round to nearest CAN$

i. Solar panels

• Round to nearest CAN$

j. Other - Specify the other improvements and renovations

• Round to nearest CAN$

Secondary residence expenses

The next section refers to spending on secondary residences and other properties.

Exclude dwellings owned by the household, but rented out for the whole year, as they are considered a business.

Q59. In the 12-month period between [reference period], how many secondary residences did [you/your household] own?

A secondary residence is defined as any other dwelling used by the household as secondary living quarters, e.g., cottages, hobby farms or summer residences.

Include timeshares and properties outside of Canada.
Exclude moveable secondary residences, e.g., trailers or motor homes.

• Number of secondary residences

Q61. Was this secondary residence purchased in the 12-month period between [reference period]?

• Yes
• No

What was the purchase price?

If [you are/your household is] not the sole owner of the secondary residence, report only [your/your household's] portion of the expense.

• Round to nearest CAN$

Q62. Is there a mortgage on this secondary residence?

• Yes
• No

Q63. How much was the last regular payment for this mortgage?

• Round to nearest CAN$

Q64. What was the payment frequency?

Was it:

• Weekly
• Bi-weekly
• Semi-monthly
• Monthly
• Every two months
• Quarterly
• Annually
• Other
  • Specify the other payment frequency

Q65. What is your best estimate of the amount owing on this mortgage?

• Round to nearest CAN$

Q66. What is the amortization period for this mortgage, i.e., the total number of years you agreed to pay off the mortgage in full?

Is it:

• Less than 10 years
• 10 to 14 years
• 15 to 19 years
• 20 years to 24 years
• 25 years
• 30 years
• 35 years
• 40 years
• Other
  • Specify the other amortization period

Q67. In the 12-month period between [reference period], how much did [you/your household] spend for this secondary residence on the following?

Exclude expenses charged against business or rental income.

a. Property taxes. school taxes, water and sewage charges

• Round to nearest CAN$

b. Property insurance

• Round to nearest CAN$

c. Electricity and fuel charges

Include natural gas and wood.

• Round to nearest CAN$

d. Home security and communication services

Include landline telephone, television, satellite radio and Internet.

• Round to nearest CAN$

Q68. In the 12-month period between [reference period], how much did [you/your household] spend for this secondary residence on the following?

Exclude expenses charged against business or rental income.

a. Repairs and maintenance

• Round to nearest CAN$

b. Improvements and renovations

• Round to nearest CAN$

c. Other expenses

Include:

• condominium and strata fees
• survey costs
• timeshare arrangements
• legal fees, such as notary and lawyer fees
• mortgage-related insurance premiums.
• Exclude snow removal, garbage disposal and groundskeeping services.

• Round to nearest CAN$

Q69. In the 12-month period between [reference period], how many secondary residences did [you/your household] sell?

• Number of secondary residences sold

Q71. What was the selling price?

If [you are/your household is] not the sole owner of the secondary residence, report only [your/your household's] portion of the sale.

• Round to nearest CAN$

Q72. What were the real estate commissions?

Include fixed fees paid to online real estate brokers, e.g., FairSquare, For Sale By Owner and DuProprio.

Report as an amount or a percentage.

• Amount
  • Specify the amount
• Percentage
  • Specify the percentage
    At two decimal places, e.g., 4.25%

Other property expenses

Q73. In the 12-month period between [reference period], how many other properties did [you/your household] own?

Include land, lots and dwellings owned and not used.

• Exclude:
• principal and secondary residences
• rental or business property
• farm property.

• Number of other properties

Q75. Was this other property purchased in the 12-month period between [reference period]?

• Yes
• No

What was the purchase price?

If [you are/your household is] not the sole owner of this property, report only [your/your household's] portion of the expense.

• Round to nearest CAN$

Q76. In the 12-month period between [reference period], how much did [you/your household] spend for this other property on the following?

Exclude expenses charged against business or rental income.

a. Mortgage payments

• Round to nearest CAN$

b. Improvements, renovations, repairs and maintenance

• Round to nearest CAN$

c. Other expenses

Include:

• property taxes
• survey costs
• appraisal fees
• utilities.

• Round to nearest CAN$

Q77. In the 12-month period between [reference period], how many other properties did [you/your household] sell?

Include land, lots and dwellings owned and not used.

Exclude:

• principal and secondary residences
• rental or business property
• farm property.

• Number of other properties sold

Q79. What was the selling price?

If [you are/your household is] not the sole owner of the property, report only [your/your household's] portion of the sale.

• Round to nearest CAN$

Q80. What were the real estate commissions?

Include fixed fees paid to online real estate brokers, e.g., FairSquare, For Sale By Owner and DuProprio.

Report as an amount or a percentage.

• Amount
  • Specify the amount
• Percentage
  • Specify the percentage
    At two decimal places, e.g., 4.25%

Household furnishing expenses

The next section refers to spending on household furnishings and equipment.

Include:

• new and used goods
• gifts purchased for persons who are not household members
• purchases for use in principal residences, secondary residences or other properties
• the total cost of goods purchased even if not fully paid at the time of purchase, e.g., installment plans and "buy now, pay later" agreements
• taxes, customs duties and any additional charges.

Exclude:

• purchases for a dwelling rented to another household
• expenses charged against business or rental income.

Q81. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Furniture for indoor and outdoor use

Include mattresses, home-made and home-finished furnishings.
Exclude rental costs.

• Round to nearest CAN$

b. Rugs, mats and under-padding

Exclude wall-to-wall carpeting.

• Round to nearest CAN$

c. Works of art, carvings and other decorative ware

Include vases, candlesticks, figurines and wall hangings.
Exclude curtains.

• Round to nearest CAN$

Q82. In the 12-month period between [reference period], how much did [you/your household] spend on the following household appliances?

Include built-in appliances.

a. Refrigerators and freezers

• Round to nearest CAN$

b. Cooking appliances

Include stoves, ranges, convection ovens and barbecues.

• Round to nearest CAN$

c. Microwave ovens

• Round to nearest CAN$

d. Small appliances

Include small electric food preparation appliances, e.g., electric grills, toaster ovens, pressure cookers, air fryers, coffee makers, blenders and bread makers.

• Round to nearest CAN$

e. Washers, dryers and dishwashers

• Round to nearest CAN$

f. Air conditioners, portable humidifiers and dehumidifiers

Exclude central air conditioners and heat pumps.

• Round to nearest CAN$

Q83. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Power lawn, garden and snow removal equipment

Include mowers, tractors, snowblowers, rotary tillers and hedge trimmers.

• Round to nearest CAN$

b. Power tools

Include electric drills, circular saws, sanders, jigsaws, motors and pumps.

• Round to nearest CAN$

Q84. In the 12-month period between [reference period], how much did [you/your household] spend on rental, maintenance, repair and services for household items?

e.g., services for carpet cleaning, rental of power tools, service agreements for appliances, lawn or snow removal equipment tune-ups and making keys.

• Round to nearest CAN$

Q85. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

Exclude value of equipment when part of a plan with a communications service provider.

a. Purchase of telephones, cellphone, answering and fax machines

Include devices only.

• Round to nearest CAN$

b. Smartwatches, fitness trackers, other wearable technology devices and accessories

• Round to nearest CAN$

c. Tablets

e.g., iPad and Galaxy Tab

• Round to nearest CAN$

d. E-book readers

e.g., Kobo and Kindle

• Round to nearest CAN$

Q86. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Portable and non-portable audio equipment and home theatre systems

Include headphones and smart speakers, e.g., Google Home and Amazon Echo.
Exclude televisions, DVD and Blu-Ray players.

• Round to nearest CAN$

b. Cameras, camcorders and drones

Include parts, accessories and equipment.

• Round to nearest CAN$

c. Televisions

• Round to nearest CAN$

d. Video and television components

Include media streaming players, video recorders, DVD and Blu-Ray players and other related parts and accessories.
Exclude game consoles.

• Round to nearest CAN$

Q87. In the 12-month period between [reference period], how much did [you/your household] spend on desktop computers, laptops and other types of computer hardware?

Include accessories, parts and equipment.
Exclude video game consoles and tablet computers.

• Round to nearest CAN$

Q88. In the 12-month period between [reference period], how much did [you/your household] spend on rental, maintenance, repair and services for electronic equipment?

Include repairs of cellphones, computers, audio and video equipment, configuration and restoration of computers, maintenance, protection or insurance plans offered by telecommunication service providers or electronic devices sellers.
Exclude expenses for communication services.

• Round to nearest CAN$

Communication service expenses

The next section refers to spending on home security and communication services.

Communication services include landline telephone, cellphone, pager, television, satellite radio and Internet.

Include services used in your principal residence and rented accommodations, e.g., vacation homes rentals, campgrounds and accommodations rented by household members while away at school or working away from home.

Exclude:

• services associated with secondary residences and other owned properties
• services included in rent or condominium fees
• expenses charged against business or rental income.

Q89. [Do you/Does your household] pay for two or more services together as a package or bundle?

Include:

• home security services
• landline telephone
• cellphone and pager
• television and satellite radio
• Internet.

• Yes
• No

Q90. How many bundles [do you/does your household] have?

• Number of bundles

Q92. How much was [your/your household's] last payment for [bundle]

Include:

• installation
• service charges
• long distance charges after discounts
• equipment rental charges.

• Round to nearest CAN$

Q93. What was the payment frequency for [bundle]

• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

Q94. Which of the following services are included in [bundle]

Select all that apply.

• Landline telephone
• Cellphone and pager
• Television and satellite radio
• Internet
• Home security services

Q95. Are you able to provide the cost of each service included in [bundle]

• Yes
• No

Q96. What was the cost for each service included in [bundle]

a. Landline telephone

• Round to nearest CAN$

b. Cellphone and pager

• Round to nearest CAN$

c. Television and satellite radio

Include:

• movie rentals and special events paid to television providers
• satellite radio for vehicles, e.g., Sirius XM.

Exclude video streaming subscriptions, e.g., Netflix.

• Round to nearest CAN$

d. Internet

• Round to nearest CAN$

e. Home security services

Include monitoring and response.
Exclude installation charges and equipment, e.g., fire extinguishers and alarm system.

• Round to nearest CAN$

Q97. [Do you/Does your household] pay for additional home security and communication services, e.g., landline telephone, cellphone, pager, television, satellite radio and Internet?

Remember to include any payments made for non-household members.

• Yes
• No

Q98. [Excluding any bundles, how much was/[How much was] [your/your household's] last payment for the following services?

[Remember to include/Include] any payments made for non-household members.
Include:

• service charges
• long distance charges after discounts
• equipment rental charges
• installation charges, except for home security.

a. Landline telephone

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

b. Cellphone and pager

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

c. Television and satellite radio

Include:

• movie rentals and special events paid to television providers
• satellite radio for vehicles, e.g., Sirius XM.
  Exclude video streaming subscriptions, e.g., Netflix.

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

d. Internet

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

e. Home security services

Include monitoring and response.
Exclude installation charges and equipment, e.g., fire extinguishers and alarm system.

• Round to nearest CAN$
• Payment frequency
  • Monthly
  • Every two months
  • Quarterly
  • Annually

Child care expenses

The next question refers to spending on child care and children's camps.

Q99. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Child care outside the child's home

• Round to nearest CAN$

b. Child care inside the child's home

Include occasional babysitting.

• Round to nearest CAN$

c. Children's camps

e.g., day camps and summer camps

• Round to nearest CAN$

Regular expenses

The next section refers to spending on food, beverages, cannabis, cigarettes and gasoline and other fuels. The reference period is 2 weeks.

Include:

• expenses for all household members
• all taxes, tips and delivery fees.

Q100 In the 2-week period between [Start Date] and [End Date], how much did [you/your household] spend on food and non-alcoholic beverages purchased in stores and markets?

• Round to nearest CAN$

Q101. Of the [food and non-alcoholic beverages amount] you reported above, how much did [you/your household] spend on the following food items?

a. Bakery products

• Round to nearest CAN$

b. Grains and cereal products

• Round to nearest CAN$

c. Fruit, fruit preparations and nuts

Include fruit juice, canned or bottled fruit, fruit pie filling, frozen fruit, dried fruit, jams and similar preserves, ready-to-serve salads and side dishes, canned, bottled or frozen fruit drinks.

• Round to nearest CAN$

d. Vegetables and vegetable preparations

Include frozen and dried vegetables, canned or bottled vegetables, ready-to-serve or ready-to-cook prepared salads and side dishes, canned or bottled vegetable juice.

• Round to nearest CAN$

e. Dairy products and eggs

Include dairy product substitutes such as almond milk.

• Round to nearest CAN$

f. Meat

• Round to nearest CAN$

g. Fish and seafood

• Round to nearest CAN$

h. Non-alcoholic beverages

Include carbonated beverages, meal replacement and sport drinks.
Exclude non-dairy milks.

• Round to nearest CAN$

i. Other food products

Include condiments and margarine.

• Round to nearest CAN$

Q102. In the 2-week period between [Start Date] and [End Date], how much did [you/your household] spend on the following?

a. Alcoholic beverages purchased in stores

Include purchases made in liquor stores, beer stores, wine stores and grocery stores.
Exclude non-alcoholic beer and wine.

• Round to nearest CAN$

b. Alcoholic beverages purchased in bars, cocktail lounges and restaurants

• Round to nearest CAN$

c. Food and non-alcoholic beverages purchased from restaurants, vending machines and lunch programs

Include:

• home delivery, fast-food restaurants, snack bars, cafeterias, bars, coffee shops and caterers
• online food ordering services, e.g., Uber Eats and SkipTheDishes.

Exclude alcoholic beverages.

• Round to nearest CAN$

d. Ready-to-cook meal delivery services

Include meal kit delivery businesses, e.g., Goodfood, Chefs Plate and HelloFresh.

• Round to nearest CAN$

Q103. In the 2-week period between [Start Date] and [End Date], how much did [you/your household] spend on the following?

a. Cannabis for non-medical use

Include all cannabis products.
Exclude cannabis prescribed by a doctor.

• Round to nearest CAN$

b. Cigarettes

Exclude e-cigarettes.

• Round to nearest CAN$

c. Other tobacco products and smokers' supplies

Include e-cigarettes.

• Round to nearest CAN$

Q104. In the 2-week period between [Start Date] and [End Date], how much did [you/your household] spend on gasoline and other fuels?

Include gasoline and other fuels for all vehicles and tools. e.g., gasoline and diesel for cars, trucks, recreational vehicles, lawn mowers, power tools and equipment.

Exclude fuels for cooking and heating.
Exclude expenses charged against business income and expenses that will be reimbursed.

• Round to nearest CAN$

Clothing expenses

The next section refers to spending on clothing and footwear. The reference period is 3 months.

Include:

• new and second-hand clothing
• gifts for persons who are not household members
• purchases for unborn children
• sales taxes.

Q105. In the 3-month period between [reference period], how much did [you/your household] spend on the following footwear categories?

Include shoes, sandals, boots and slippers.
Exclude sport or activity-specific footwear, e.g., running shoes, cleats or skates.

a. Footwear for women and girls 14 and over

• Round to nearest CAN$

b. Footwear for men and boys 14 and over

• Round to nearest CAN$

c. Footwear for children under 14

• Round to nearest CAN$

Q106. In the 3-month period between [reference period], how much did [you/your household] spend on the following clothing categories?

Exclude renting clothing.

a. Clothing for women and girls 14 and over

• Round to nearest CAN$

b. Clothing for men and boys 14 and over

• Round to nearest CAN$

c. Clothing for children under 14

Include cloth diapers.
Exclude diaper service.

• Round to nearest CAN$

Q107. In the 3-month period between [reference period], how much did [you/your household] spend on the following?

a. Athletic footwear

Include running shoes.
Exclude sport or activity-specific footwear, e.g., skates, cleats, dance shoes, bowling shoes and fisherman's boots.

• Round to nearest CAN$

b. Accessories

Include gloves, hats, mitts, purses, ties, belts, wallets and umbrellas.

• Round to nearest CAN$

c. Watches and other jewellery

Exclude smartwatches, fitness trackers and other wearable electronic devices.

• Round to nearest CAN$

Q108. In the 3-month period between [reference period], how much did [you/your household] spend on material used to make clothing, e.g., fabric, knitting yarn, thread and other notions?

Exclude yarn used for crafting and cloth for curtains and furnishings.

• Round to nearest CAN$

Q109. In the 3-month period between [reference period], how much did [you/your household] spend on coin-operated washers or dryers, dry-cleaning and laundry services?

Include diaper service and self-service dry cleaning.
Exclude disposable items, e.g., diaper liners.

• Round to nearest CAN$

Q110. In the 3-month period between [reference period], how much did [you/your household] spend on services related to footwear, jewellery and clothing?

Include:

• tailoring and dressmaking
• clothing and costume rental
• clothing repair, alteration and storage
• purse, shoe, jewellery and watch repair
• engraving of jewellery.

• Round to nearest CAN$

Health care expenses

The next section refers to spending on health care.

Include:

• direct costs, i.e., out-of-pocket expenses incurred by household members for all personal health care received
• amounts not covered by insurance, e.g., exclusions, deductibles and expenses over limits.

Exclude payments that have been or will be reimbursed.

Q111. In the 3-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for the following?

a. Medicines, drugs and pharmaceutical products prescribed by a doctor

• Round to nearest CAN$

b. Cannabis for medical use prescribed by a doctor

Include all cannabis products.

• Round to nearest CAN$

c. Non-prescribed medicines, drugs and pharmaceutical products

Include headache and pain remedies, vitamins, herbal and homeopathic remedies.

• Round to nearest CAN$

d. Non-prescribed eyewear and eye care goods

Include eyeglass cases and supplies for contact lenses.

• Round to nearest CAN$

e. Other health care supplies and goods

Include first aid kits, bandages, thermometers and elastic hosiery.

• Round to nearest CAN$

Q112. In the 12-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for health care equipment?

Include:

• CPAP machines
• hearing aids
• wheelchairs
• three or four-wheeled scooters
• hospital beds
• patient lifts.

• Round to nearest CAN$

Q113. In the 12-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for the following?

a. Contact lenses

Include amounts paid for additional coverage or protection plan.

• Round to nearest CAN$

b. Corrective eyeglass lenses

Include amounts paid for additional coverage or protection plan.

• Round to nearest CAN$

c. Eyeglass frames

Include amounts paid for additional coverage or protection plan.

• Round to nearest CAN$

d. Eye care services

Include eye exams, eye surgery, e.g., laser eye surgery.

• Round to nearest CAN$

e. Dental care

• Round to nearest CAN$

f. Orthodontics

• Round to nearest CAN$

g. Periodontics and other dental treatments

• Round to nearest CAN$

Q114. In the 12-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for weight control programs, quit-smoking programs and other medical services, e.g., ambulances, rental of medical equipment and laboratory services?

Exclude expenses for weight control and smoking cessation programs in a hospital or from a physician or other health care practitioner.

• Round to nearest CAN$

Q115. In the 12-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for the following?

a. Hospital care, nursing homes and other residential care facilities

Include all charges, e.g., telephone and TV rentals.

• Round to nearest CAN$

b. General practitioners, family doctors and specialists

Include uninsured services, e.g., doctor's notes, renewals of prescriptions by phone, tests required for insurance and services received in private clinics.
Include acupuncture expenses if the acupuncturist is a medical doctor.

• Round to nearest CAN$

Q116. In the 12-month period between [reference period], what were [your direct costs/the direct costs to members of your household] for other health care practitioners?

Include physiotherapists, massage therapists, chiropractors, dietitians, nutritionists, homeopaths, podiatrists, osteopaths, acupuncturists, speech therapists, occupational therapists, naturopaths, nurses and attendant care workers.
Exclude non-therapeutic massage therapists and acupuncturists who are medical doctors.

a. For in-home care

• Round to nearest CAN$

b. For care outside the home

• Round to nearest CAN$

The next question refers to premiums for health care insurance and life insurance.

Q117. In the 12-month period between [reference period], how much [you/your household] spend on premiums for the following?

a. Private health and dental insurance plans

Include group insurance plans financed in part by employers.
Exclude public health plans, e.g., provincially or territorially administered hospital, medical and drug plans.

• Round to nearest CAN$

b. Life, term and endowment insurance

Include:

• disability insurance if included in a life insurance plan
• group insurance
• loan insurance.
• Exclude premiums paid for mortgage life insurance.

• Round to nearest CAN$

c. Accident or disability insurance

Include group insurance plans financed in part by employers.

• Round to nearest CAN$

Vehicle expenses

The next section refers to spending on vehicles, e.g., cars, vans and trucks.

Include all vehicles owned, leased, traded-in, sold or operated at any time during the last 12 months.
Exclude expenses charged against business income.

Q118. How many vehicles did [you/your household] own, lease, trade-in, sell or operate in the 12-month period between [reference period]?

Include vehicles not owned by your household only if expenses were incurred, e.g., parking, insurance premiums or registration fees.
Exclude rented or recreational vehicles.

• Number of vehicles

Q120. Describe the year, make and model of this vehicle.

If unable to provide year, make and model, enter any other description, e.g., blue car.

• Year, make and model

Q121. Which of the following best describes this vehicle?

Is it:

• A car
• A van or mini-van
• A truck or SUV
  Include jeeps.

Q122. What type of fuel or power does your vehicle use?

Is it:

• Gasoline or diesel
• Electric
• Hybrid

Q123. What was the status of this vehicle at the end of last month?

Was it:

• Owned by a member of your household
• Leased by a member of your household
• Sold, traded-in or returned to dealership
• Owned or leased by non-household member
• Other
  • Specify the other ownership status

Q124. Was this vehicle purchased in the 12-month period between [reference period]?

Include vehicles previously leased and purchased during the last 12 months.
Exclude vehicles purchased exclusively for business.

• Yes
• No

Q125. Was this vehicle purchased from a dealer or private household?

• A dealer
• A private household

Was this vehicle new or used?

• New
• Used

Q126. What was the purchase price [after the trade-in allowance and manufacturer's rebates were deducted] for this vehicle?

Include all sales taxes.

• Round to nearest CAN$

Q127. In the 12-month period between [reference period], how much did [you/your household] spend on the following for this vehicle?

a. Lease payments

Exclude operating costs and vehicles leased exclusively for business.

• Round to nearest CAN$

b. Other leasing costs

Include deposits and closing costs.
Exclude any amounts credited for a trade-in vehicle used towards a lease down payment or vehicles leased exclusively for business.

• Round to nearest CAN$

[For the next questions, combine expenses for all vehicles./[The next questions refer to other vehicle-related expenses.]

Q128. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Vehicle maintenance and repairs

Include oil and tire changes, tune-ups, car washes, emissions tests, brakes and body work.
Exclude amounts paid by insurance, amounts paid by persons who were not members of
your household and towing fees.

• Round to nearest CAN$

b. Tires, batteries and other parts and supplies purchased separately

Include mufflers, spark plugs, oil and windshield washer fluid.

• Round to nearest CAN$

c. Accessories and attachments

Include alarm systems, car starters, radios, block heaters, car top carriers and seat
covers.

• Round to nearest CAN$

Q129. In the 12-month period between [reference period], how much did [you/your household] spend on the following fees?

a. Vehicle registration fees

Registration fees are also referred to as "renewing plates", "tags" or "vehicle licence".

Include insurance that is paid with registration fees.

• Round to nearest CAN$

b. Insurance premiums

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

c. Auto association fees, towing, toll and bridge fees, security and communication services, e.g., OnStar

Exclude satellite radio, e.g., Sirius XM.

• Round to nearest CAN$

Q130. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Drivers' licences and tests

Include government insurance if part of the fee

• Round to nearest CAN$

b. Driving lessons

Include:

• the cost of using a driving school vehicle to take a driving test
• driving lessons for other types of vehicles, e.g., motorcycles.

• Round to nearest CAN$

c. Rental fees for cars, vans and trucks

Include:

• mileage
• insurance charges
• taxes
• drop-off fees
• rental fees for moving vehicles
• annual dues and usage fees for car sharing services, e.g., Vrtucar, Communauto and Zipcar.
• Exclude amounts paid by insurance.

• Round to nearest CAN$

d. Children's car seats and boosters

Include gifts.
Exclude combination stroller, carrier and car seat systems.

• Round to nearest CAN$

The reference period for the next few questions is 3 months.

Q131. In the 3-month period between [reference period], how much did [you/your household] spend on all parking costs?

[Include parking costs at place of residence./Exclude parking costs at place of residence.]
Include parking at work, school, hospital, airport, park-and-ride and parking meters.
Exclude money paid for traffic and parking tickets.

• Round to nearest CAN$

Transportation and accommodation expenses

The next section refers to spending on transportation services and accommodations.

Include:

• deposits even if services will be received after the reference period
• expenses made in Canada and outside Canada.

Exclude expenses charged against business income and expenses that will be reimbursed.

Q132. In the 3-month period between [reference period], how much did [you/your household] spend on the following?

a. City or commuter bus, subway, streetcar and commuter train

• Round to nearest CAN$

b. Peer-to-peer ride services, e.g., Uber and Lyft

Exclude car sharing services, e.g., Vrtucar, Communauto and Zipcar.

• Round to nearest CAN$

c. Taxi

• Round to nearest CAN$

d. Other local passenger transportation, e.g., carpool, airport shuttle, limousine or ferry services and sightseeing tours

Include annual subscription fees and additional fees for bicycle rental, e.g., Bixi

• Round to nearest CAN$

Q133. In the 12-month period between [reference period], how much did [you/your household] spend on package trips that included transportation?

Package trips are sometimes referred to as "all-inclusive trips" and offer a combination of services for which costs are not identified separately, e.g., transportation, accommodation, meals and sightseeing.

• Round to nearest CAN$

Q134. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

Exclude expenses previously reported in packages.

a. Airplane

• Round to nearest CAN$

b. Train, e.g., VIA Rail

Include sleeping cars.

• Round to nearest CAN$

c. Inter-city bus, e.g., Greyhound

Inter-city buses run between cities and towns or between points on highways.

• Round to nearest CAN$

d. Other inter-city passenger transportation, e.g., sightseeing tours, ferries, water taxis, river shuttles and carpooling

• Round to nearest CAN$

Q135. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

Exclude expenses previously reported in packages with transportation.

a. Hotels or motels.

• Round to nearest CAN$

b. Any other accommodations, e.g., cottage rentals, vacation home rentals, Airbnb rentals and campgrounds

Include accommodations for household members away at school or temporarily away from home.

• Round to nearest CAN$

Q136. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Moving services

Include expenses paid to companies offering moving and packing services.
Exclude fees for moving trucks rented by the household.

• Round to nearest CAN$

b. Rental of storage space, e.g., storage locker

• Round to nearest CAN$

Recreational vehicle expenses

The next section refers to spending on bicycles and recreational vehicles. The reference period is 12 months.

Include all sales taxes.

Report purchase price after the trade-in allowance was deducted.

Q137. In the 12-month period between [reference period], which of these vehicles did [you/your household] own or operate?

Exclude rented or leased vehicles.

• Bicycles
  Exclude children's bicycles with wheels under 35 centimetres (14 inches).
• Kayaks, canoes, rowboats, paddleboats or stand-up paddle boards (SUP boards)
• Sailboats
• Motorized watercraft
  Include boats and personal watercraft.
• Snowmobiles
• Motorcycles, scooters or dirt bikes
• Motor homes
• Tent trailers
• Fifth wheel or travel trailers
• Truck campers
• All-terrain vehicles (ATV)
• Utility trailers
• Other
• None of the above

How much did [you/your household] spend on the purchase of bicycles?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for all bicycles?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all bicycles?

• Round to nearest CAN$

How much did [you/your household] spend on the of these items?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for these items?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for these items?

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of sailboats?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for sailboats?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all sailboats?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all sailboats?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all sailboats?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of motorized watercraft?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for motorized watercraft?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all motorized watercrafts?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all motorized watercrafts?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all motorized watercrafts?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of snowmobiles?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for snowmobiles?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all snowmobiles?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all snowmobiles?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all snowmobiles?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of motorcycles, scooters or dirt bikes?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for motorcycles, scooters or dirt bikes?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all motorcycles, scooters or dirt bikes?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all motorcycles, scooters or dirt bikes?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all motorcycles, scooters or dirt bikes?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of motor homes?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for motor homes?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all motor homes?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all motor homes?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all motor homes?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of tent trailers?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for tent trailers?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all tent trailers?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all tent trailers?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all tent trailers?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of fifth wheel or travel trailers?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for fifth wheel or travel trailers?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all fifth wheel or travel trailers?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all fifth wheel or travel trailers?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all fifth wheel or travel trailers?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of truck campers?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for truck campers?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all truck campers?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all truck campers?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all truck campers?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of ATVs?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for ATVs?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all ATVs?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all ATVs?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all ATVs?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

How much did [you/your household] spend on the purchase of utility trailers?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for utility trailers?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all utility trailers?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all utility trailers?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all utility trailers?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

Specify the other types of vehicles

How much did [you/your household] spend on the purchase of other vehicles?

Include amount only if purchased in the last 12 months.

• Round to nearest CAN$

How much did [you/your household] spend on maintenance and repairs for other vehicles?

• Round to nearest CAN$

How much did [you/your household] spend on parts and supplies for all other vehicles?

• Round to nearest CAN$

How much did [you/your household] spend on registration fees and licences for all other vehicles?

• Round to nearest CAN$

In some provinces, government insurance fees are paid with registration fees.
Include insurance that is paid with registration fees.

How much did [you/your household] spend on insurance premiums for all other vehicles?

Exclude insurance that is paid with registration fees.

• Round to nearest CAN$

Q138. In the 12-month period between [reference period], how much did [you/your household] spend on parking, storage fees and other dues for all recreational vehicles combined?

Include:

• boat storage
• harbour dues and mooring fees
• hangar and airport fees.

• Round to nearest CAN$

Q139. In the 12-month period between [reference period], how much did [you/your household] spend on rented or leased recreational vehicles?

• Round to nearest CAN$

Education and recreation expenses

The next section refers to spending on education, personal interest courses and recreation.

Exclude:

• day care expenses
• lodging expenses
• expenses that have been or will be reimbursed.

Q140. In the 12-month period between [reference period], how much did [you/your household] spend on the following tuition expenses?

Include direct costs only, i.e., out-of-pocket costs.
Exclude textbooks, school supplies, school trips and other educational services.

a. Nursery school, kindergarten, elementary or secondary school

Include special and private schools.
Exclude day care expenses.

• Round to nearest CAN$

b. University

• Round to nearest CAN$

c. Other training, e.g., college, CEGEP, trade and professional institutions

• Round to nearest CAN$

Q141. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Textbooks

Include digital and electronic textbooks.

• Round to nearest CAN$

b. School supplies

• Round to nearest CAN$

c. Other educational services - Specify the other educational services

Include:

• tutoring
• outings and field trips
• school application fees
• textbook rental
• fees charged by the school for learning materials.

• Round to nearest CAN$

Q142. In the 12-month period between [reference period], how much did [you/your household] spend on personal interest courses and lessons, e.g., music, dance, language, photography, cooking, pottery, computer and first aid?

Exclude:

• sports-related courses and lessons
• membership fees and dues to join a sports team or a league
• driving lessons.

• Round to nearest CAN$

Q143. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

Exclude textbooks, magazines and magazine subscriptions.

a. Paperback and hardcover books

• Round to nearest CAN$

b. e-books and audiobooks

• Round to nearest CAN$

Q144. In the 12-month period between [reference period], how much did [you/your household] spend on admission to the following?

a. Movie theatres

• Round to nearest CAN$

b. Live sporting events

• Round to nearest CAN$

c. Live performing arts events

Include plays, concerts and dance performances.

• Round to nearest CAN$

d. Museums, historic sites, zoos, heritage facilities, ice shows, craft shows, fairs and festivals

• Round to nearest CAN$

Q145. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Sporting services

Include:

• entry fees and dues for ski hills, sports clubs, fitness centres, golf courses, fishing and hunting clubs
• out-of-school individual and group lessons, e.g., aerobics, skating, swimming and other sports
• hunting and fishing licences
• rental of sport and activity-specific footwear, e.g., ski boots, golf shoes and skates.

• Round to nearest CAN$

b. Recreational and leisure services

Include:

• admission fees to water parks, amusement parks and provincial parks
• pin-ball machines, arcade games and other games for adults
• party planning for receptions and events, e.g., children's birthday parties and weddings
• services of mountain guides and tour guides
• entrance fees for dancing establishments and nightclubs.
  Exclude games of chance.

• Round to nearest CAN$

c. Rental, maintenance and repairs of recreation, sports, fitness and photographic equipment or musical instruments

Exclude expenses for rental, maintenance and repairs of recreational vehicles, e.g., bicycles and kayaks.

• Round to nearest CAN$

d. Collectors' items, e.g., stamps, coins

Exclude works of art.

• Round to nearest CAN$

Miscellaneous expenses

The next section refers to miscellaneous expenses.

Q146. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Administration fees for brokers and commissions on stocks and bonds

• Round to nearest CAN$

b. Legal services, e.g., notary and lawyer fees

Exclude expenses related to dwellings, e.g., purchase or sale of homes.

• Round to nearest CAN$

c. Funeral and cremation services, tombstones, urns, cemetery plot purchase and upkeep

Include pre-paid funeral services.
Exclude food and flowers.

• Round to nearest CAN$

d. Fines

Include money paid for traffic and parking tickets.

• Round to nearest CAN$

Q147. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Service charges for banks and other financial institutions

Include:

• monthly bank charges
• withdrawal fees
• safety deposit box charges
• annual fees for credit cards
• fees related to annuity contracts and transfers to RRIFs.

• Round to nearest CAN$

b. Financial services

Include:

• financial planning
• tax preparation advice
• accounting services
• Exclude income tax software.

• Round to nearest CAN$

c. Government services

Include:

• passports and visas
• birth certificates and citizenship certificates
• marriage licences
• NEXUS membership fees.

Exclude:

• vehicle registrations and drivers' licences
• passport photo services and drivers' licence photo services
• licences for hunting, fishing and firearms.

• Round to nearest CAN$

Q148. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Online and other wholesale and retail memberships

Include memberships that provide advantages to members, e.g., Costco and Amazon Prime.

• Round to nearest CAN$

b. Contributions and dues for social clubs, co-operatives, political and fraternal organizations and alumni associations

Exclude professional association dues, union dues and charitable donations.

• Round to nearest CAN$

Q149. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Housekeepers, cleaners and house-sitters

A house-sitter is a person who lives in or takes care of a home by agreement with the usual occupants while they are away.

• Round to nearest CAN$

b. Snow removal, garbage disposal and groundskeeping services

Include:

• lawn mowing, trimming of hedges and shrubs
• tree removal, planting, weeding, pruning and spraying
• soil and plant testing
• landscape design services and consulting services
• water analysis.

• Round to nearest CAN$

Q150. In the 12-month period between [reference period], how much did [you/your household] spend on the following digital services, i.e., online services?

Exclude:

• audiobooks and e-books
• Internet versions of newspapers and magazines
• expenses for goods and services purchased via Internet, e.g., clothes, books and plane tickets.

a. Streaming services, e.g., Spotify and Netflix

Include podcasts.

• Round to nearest CAN$

b. Movies, music and video downloads, e.g., iTunes

• Round to nearest CAN$

c. Online gambling

Include sports betting and online casinos.
Exclude government managed gambling platforms and lotteries.

• Round to nearest CAN$

d. Video games, e.g., online gaming, and gaming apps

Include single player and virtual reality games, gaming subscriptions and downloads, and gift cards for video games in-game purchases.
Exclude video game systems and console games.

• Round to nearest CAN$

e. Other digital services, e.g., online software subscriptions, online storage, dating and genealogy services, wellness and weight loss applications - Specify the other digital services

• Round to nearest CAN$

Q151. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Purchase of pets

• Round to nearest CAN$

b. Pet food and pet-related goods

• Round to nearest CAN$

c. Veterinarian services, kennels, grooming and other pet-related services

Include pet insurance and items prescribed by a veterinarian, e.g., medicine and shampoo.

• Round to nearest CAN$

The reference period for the next few questions is 3 months.

Q152. In the 3-month period between [reference period], how much did [you/your household] spend on the following?

Include tips.

a. Hairdressing and barber services

• Round to nearest CAN$

b. Other personal care services

Include:

• hair removal, manicures and facials
• non-therapeutic massages
• tattoos and piercings
• spa services and non-surgical cosmetic services.
• Exclude expenses for massages as part of a medical treatment.

• Round to nearest CAN$

Q153. In the 3-month period between [reference period], how much did [you/your household] spend on the following?

a. Postal and delivery services

Include:

• parcel delivery and shipping
• postage stamps
• couriers
• registered mail
• post office boxes
• fax services.
• Exclude memberships that provide free or faster shipping, e.g., Amazon Prime.

• Round to nearest CAN$

b. Services related to reading materials

Include:

• photocopying services
• library charges
• book rentals
• announcements, e.g., wedding, birth and death
• classified ads in newspapers and online.

• Round to nearest CAN$

c. Photographic services

Include:

• printing and mounting of photographs and posters
• film processing and processing of digital images
• school pictures
• passport and drivers' licence photos
• photographer's fees.
• Exclude cameras, photo paper and ink cartridges.

• Round to nearest CAN$

Donations and gifts of money

The next question refers to donations and gifts of money, including cheques and pre-paid credit cards.

Q154. In the 12-month period between [reference period], how much did [you/your household] spend on the following?

a. Donations to religious and other charitable organizations

e.g., workplace charitable campaigns, Heart & Stroke Foundation, Canadian Cancer Society, Red Cross and Amnesty International.

• Round to nearest CAN$

b. Gifts of money given directly to persons living in Canada

Exclude gifts of money exchanged between household members.

• Round to nearest CAN$

c. Gifts of money given directly to persons living outside Canada

• Round to nearest CAN$

Income

The next section asks about income and weeks worked. The questions are asked for each member of the household aged 16 years and over.

Now a question about total personal income.

Q156. What is your best estimate of [your/[First name]'s] total personal income, before taxes and deductions, from all sources during the year ending December 31, [reference year - 1]?

Income can come from various sources such as from work, investments, pensions or government. Examples include Employment Insurance, social assistance, child benefits and other income such as child support, spousal support (alimony) and rental income.

Capital gains should not be included in the personal income.

• Round to nearest CAN$

Q157. In which of the following groups did [your/[First name]'s] total personal income fall for the year ending December 31, [reference year - 1]?

Would you say:

• Less than $30,000 including income loss
• $30,000 or more

Q158. In which of the following groups did [your/[First name]'s] total personal income fall for the year ending December 31, [reference year - 1]?

Would you say:

• Less than $5,000
• $5,000 to less than $10,000
• $10,000 to less than $15,000
• $15,000 to less than $20,000
• $20,000 to less than $25,000
• $25,000 to less than $30,000

Q159. In which of the following groups did [your/[First name]'s] total personal income fall for the year ending December 31, [reference year - 1]?

Would you say:

• $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 $70,000
• $70,000 to less than $80,000
• $80,000 to less than $90,000
• $90,000 to less than $100,000
• $100,000 and over

Q160. In [reference year - 1], how many weeks [did you/did [First name]] work?

Include paid holidays.

a. 30 hours or more per week

• Number of weeks

b. Less than 30 hours per week

• Number of weeks

Q161. In [reference year - 1], how much [did you/did [First name]] pay or receive for support payments?

A support payment is an amount payable or receivable as an allowance on a periodic basis to support the recipient, children of the recipient or both.

Include alimony, separation allowance and child support.
Exclude gifts.

a. Support payments paid to a former spouse or partner

• Round to nearest CAN$

b. Support payments received from a former spouse or partner

• Round to nearest CAN$