Concepts, definitions and data quality

The Monthly Survey of Manufacturing (MSM) publishes statistical series for manufacturers – sales of goods manufactured, inventories, unfilled orders and new orders. The values of these characteristics represent current monthly estimates of the more complete Annual Survey of Manufactures and Logging (ASML) data.

The MSM is a sample survey of approximately 10,500 Canadian manufacturing establishments, which are categorized into over 220 industries. Industries are classified according to the 2007 North American Industrial Classification System (NAICS). Seasonally adjusted series are available for the main aggregates.

An establishment comprises the smallest manufacturing unit capable of reporting the variables of interest. Data collected by the MSM provides a current ‘snapshot’ of sales of goods manufactured values by the Canadian manufacturing sector, enabling analysis of the state of the Canadian economy, as well as the health of specific industries in the short- to medium-term. The information is used by both private and public sectors including Statistics Canada, federal and provincial governments, business and trade entities, international and domestic non-governmental organizations, consultants, the business press and private citizens. The data are used for analyzing market share, trends, corporate benchmarking, policy analysis, program development, tax policy and trade policy.

1. Sales of goods manufactured

Sales of goods manufactured (formerly shipments of goods manufactured) are defined as the value of goods manufactured by establishments that have been shipped to a customer. Sales of goods manufactured exclude any wholesaling activity, and any revenues from the rental of equipment or the sale of electricity. Note that in practice, some respondents report financial trans­ac­tions rather than payments for work done. Sales of goods manufactured are available by 3-digit NAICS, for Canada and broken down by province.

For the aerospace product and parts, and shipbuilding industries, the value of production is used instead of sales of goods manufactured. This value is calculated by adjusting monthly sales of goods manufactured by the monthly change in inventories of goods / work in process and finished goods manufactured. Inventories of raw materials and components are not included in the calculation since production tries to measure "work done" during the month. This is done in order to reduce distortions caused by the sales of goods manufactured of high value items as completed sales.

2. Inventories

Measurement of component values of inventory is important for economic studies as well as for derivation of production values. Respondents are asked to report their book values (at cost) of raw materials and components, any goods / work in process, and fin­ished goods manufactured inventories separately. In some cases, respondents estimate a total inventory figure, which is allocated on the basis of proportions reported on the ASML. Inventory levels are calculated on a Canada‑wide basis, not by province.

3. Orders

a) Unfilled Orders

Unfilled orders represent a backlog or stock of orders that will generate future sales of goods manufactured assuming that they are not cancelled. As with inventories, unfilled orders and new orders levels are calculated on a Canada‑wide basis, not by province.

The MSM produces estimates for unfilled orders for all industries except for those industries where orders are customarily filled from stocks on hand and order books are not gen­erally maintained. In the case of the aircraft companies, options to purchase are not treated as orders until they are entered into the account­ing system.

b) New Orders

New orders represent current demand for manufactured products. Estimates of new orders are derived from sales of goods manufactured and unfilled orders data. All sales of goods manufactured within a month result from either an order received during the month or at some earlier time. New orders can be calculated as the sum of sales of goods manufactured adjusted for the monthly change in unfilled orders.

4. Non-Durable / Durable goods

a) Non-durable goods industries include:

Food (NAICS 311),
Beverage and Tobacco Products (312),
Textile Mills (313),
Textile Product Mills (314),
Clothing (315),
Leather and Allied Products (316),
Paper (322),
Printing and Related Support Activities (323),
Petroleum and Coal Products (324),
Chemicals (325) and
Plastic and Rubber Products (326).

b) Durable goods industries include:

Wood Products (NAICS 321),
Non-Metallic Mineral Products (327),
Primary Metals (331),
Fabricated Metal Products (332),
Machinery (333),
Computer and Electronic Products (334),
Electrical Equipment, Appliance and Components (335),
Transportation Equipment (336),
Furniture and Related Products (337) and
Miscellaneous Manufacturing (339). 

Survey design and methodology

Beginning with the August 1999 reference month, the Monthly Survey of Manufacturing (MSM) underwent an extensive redesign.

Concept Review

In 1998, it was decided that before any redesign work could begin the basic concepts and definitions of the program would be confirmed.

This was done in two ways: First, a review of user requirements was initiated. This involved revisiting an internal report to ensure that the user requirements from that exercise were being satisfied. As well, another round of internal review with the major users in the National Accounts was undertaken. This was to specifically focus on any data gaps that could be identified.

Secondly, with these gaps or requirements in hand, a survey was conducted in order to ascertain respondent’s ability to report existing and new data. The study was also to confirm that respondents understood the definitions, which were being asked by survey analysts.

The result of the concept review was a reduction of the number of questions for the survey from sixteen to seven. Most of the questions that were dropped had to do with the reporting of sales of goods manufactured for work that was partially completed.

In 2007, the MSM terminology was updated to be Charter of Accounts (COA) compliant. With the August 2007 reference month release the MSM has harmonized its concepts to the ASML. The variable formerly called “Shipments” is now called “Sales of goods manufactured”. As well, minor modifications were made to the inventory component names. The definitions have not been modified nor has the information collected from the survey.

Methodology

The latest sample design incorporates the 2007 North American Industrial Classification Standard (NAICS). Stratification is done by province with equal quality requirements for each province. Large size units are selected with certainty and small units are selected with a probability based on the desired quality of the estimate within a cell.

The estimation system generates estimates using the NAICS. The estimates will also continue to be reconciled to the ASML. Provincial estimates for all variables will be produced. A measure of quality (CV) will also be produced.

Components of the Survey Design

Target Population and Sampling Frame

Statistics Canada’s business register provides the sampling frame for the MSM. The target population for the MSM consists of all statistical establishments on the business register that are classified to the manufacturing sector (by NAICS). The sampling frame for the MSM is determined from the target population after subtracting establishments that represent the bottom 5% of the total manufacturing sales of goods manufactured estimate for each province. These establishments were excluded from the frame so that the sample size could be reduced without significantly affecting quality.

The Sample

The MSM sample is a probability sample comprised of approximately 10,500 establishments. A new sample was chosen in the autumn of 2006, followed by a six-month parallel run (from reference month September 2006 to reference month February 2007). The refreshed sample officially became the new sample of the MSM effective in January 2007.

This marks the first process of refreshing the MSM sample since 2002. The objective of the process is to keep the sample frame as fresh and up-to date as possible. All establishments in the sample are refreshed to take into account changes in their value of sales of goods manufactured, the removal of dead units from the sample and some small units are rotated out of the GST-based portion of the sample, while others are rotated into the sample.

Prior to selection, the sampling frame is subdivided into industry-province cells. For the most part, NAICS codes were used. Depending upon the number of establishments within each cell, further subdivisions were made to group similar sized establishments’ together (called stratum). An establishment’s size was based on its most recently available annual sales of goods manufactured or sales value. 

Each industry by province cell has a ‘take-all’ stratum composed of establishments sampled each month with certainty. This ‘take-all’ stratum is composed of establishments that are the largest statistical enterprises, and have the largest impact on estimates within a particular industry by province cell. These large statistical enterprises comprise 45% of the national manufacturing sales of goods manufactured estimates.

Each industry by province cell can have at most three ‘take-some’ strata. Not all establishments within these stratums need to be sampled with certainty. A random sample is drawn from the remaining strata. The responses from these sampled establishments are weighted according to the inverse of their probability of selection. In cells with take-some portion, a minimum sample of 10 was imposed to increase stability.

The take-none portion of the sample is now estimated from administrative data and as a result, 100% of the sample universe is covered. Estimation of the take-none portion also improved efficiency as a larger take-none portion was delineated and the sample could be used more efficiently on the smaller sampled portion of the frame.

Data Collection

Only a subset of the sample establishments is sent out for data collection. For the remaining units, information from administrative data files is used as a source for deriving sales of goods manufactured data. For those establishments that are surveyed, data collection, data capture, preliminary edit and follow-up of non-respondents are all performed in Statistics Canada regional offices. Sampled establishments are contacted by mail or telephone according to the preference of the respondent. Data capture and preliminary editing are performed simultaneously to ensure the validity of the data.

In some cases, combined reports are received from enterprises or companies with more than one establishment in the sample where respondents prefer not to provide individual establishment reports. Businesses, which do not report or whose reports contain errors, are followed up immediately.

Use of Administrative Data

Managing response burden is an ongoing challenge for Statistics Canada. In an attempt to alleviate response burden, especially for small businesses, Statistics Canada has been investigating various alternatives to survey taking. Administrative data files are a rich source of information for business data and Statistics Canada is working at mining this rich data source to its full potential. As such, effective the August 2004 reference month, the MSM reduced the number of simple establishments in the sample that are surveyed directly and instead, derives sales of goods manufactured data for these establishments from Goods and Services Tax (GST) files using a statistical model. The model accounts for the difference between sales of goods manufactured (reported to MSM) and sales (reported for GST purposes) as well as the time lag between the reference period of the survey and the reference period of the GST file.

In conjunction with the most recent sample, effective January 2007, approximately 2,500 simple establishments were selected to represent the GST portion of the sample.

Inventories and unfilled orders estimates for establishments where sales of goods manufactured are GST-based are derived using the MSM’s imputation system. The imputation system applies to the previous month values, the month-to-month and year-to-year changes in similar firms which are surveyed. With the most recent sample, the eligibility rules for GST-based establishments were refined to have more GST-based establishments in industries that typically carry fewer inventories. This way the impact of the GST-based establishments which require the estimation of inventories, will be kept to a minimum.

Detailed information on the methodology used for modelling sales of goods manufactured from administrative data sources can be found in the ‘Monthly Survey of Manufacturing: Use of Administrative Data’ (Catalogue no. 31-533-XIE) document.

Data quality

Statistical Edit and Imputation

Data are analyzed within each industry-province cell. Extreme values are listed for inspection by the magnitude of the deviation from average behavior. Respondents are contacted to verify extreme values. Records that fail statistical edits are considered outliers and are not used for imputation.

Values are imputed for the non-responses, for establishments that do not report or only partially complete the survey form. A number of imputation methods are used depending on the variable requiring treatment. Methods include using industry-province cell trends, historical responses, or reference to the ASML. Following imputation, the MSM staff performs a final verification of the responses that have been imputed.

Revisions

In conjunction with preliminary estimates for the current month, estimates for the previous three months are revised to account for any late returns. Data are revised when late responses are received or if an incorrect response was recorded earlier.

Estimation

Estimates are produced based on returns from a sample of manufacturing establishments in combination with administrative data for a portion of the smallest establishments. The survey sample includes 100% coverage of the large manufacturing establishments in each industry by province, plus partial coverage of the medium and small-sized firms. Combined reports from multi-unit companies are pro-rated among their establishments and adjustments for progress billings reflect revenues received for work done on large item contracts. Approximately 2,500 of the sampled medium and small-sized establishments are not sent questionnaires, but instead their sales of goods manufactured are derived by using revenue from the GST files. The portion not represented through sampling – the take-none portion - consist of establishments below specified thresholds in each province and industry. Sub-totals for this portion are also derived based on their revenues.

Industry values of sales of goods manufactured, inventories and unfilled orders are estimated by first weighting the survey responses, the values derived from the GST files and the imputations by the number of establishments each represents. The weighted estimates are then summed with the take-none portion. While sales of goods manufactured estimates are produced by province, no geographical detail is compiled for inventories and orders since many firms cannot report book values of these items monthly.

Benchmarking

Up to and including 2003, the MSM was benchmarked to the Annual Survey of Manufactures and Logging (ASML). Benchmarking was the regular review of the MSM estimates in the context of the annual data provided by the ASML. Benchmarking re-aligned the annualized level of the MSM based on the latest verified annual data provided by the ASML.

Significant research by Statistics Canada in 2006 to 2007 was completed on whether the benchmark process should be maintained. The conclusion was that benchmarking of the MSM estimates to the ASML should be discontinued. With the refreshing of the MSM sample in 2007, it was determined that benchmarking would no longer be required (retroactive to 2004) because the MSM now accurately represented 100% of the sample universe. Data confrontation will continue between MSM and ASML to resolve potential discrepancies. 

As of the January 2007 reference month, a new sample was introduced. It is standard practice that every few years the sample is refreshed to ensure that the survey frame is up to date with births, deaths and other changes in the population. The refreshed sample is linked at the detailed level to prevent data breaks and to ensure the continuity of time series. It is designed to be more representative of the manufacturing industry at both the national and provincial levels.

Data confrontation and reconciliation

Each year, during the period when the Annual Survey of Manufactures and Logging section set their annual estimates, the MSM section works with the ASML section to confront and reconcile significant differences in values between the fiscal ASML and the annual MSM at the strata and industry level.

The purpose of this exercise of data reconciliation is to highlight and resolve significant differences between the two surveys and to assist in minimizing the differences in the micro-data between the MSM and the ASML.

Sampling and Non-sampling Errors

The statistics in this publication are estimates derived from a sample survey and, as such, can be subject to errors. The following material is provided to assist the reader in the interpretation of the estimates published.

Estimates derived from a sample survey are subject to a number of different kinds of errors. These errors can be broken down into two major types: sampling and non-sampling.

1. Sampling Errors

Sampling errors are an inherent risk of sample surveys. They result from the difference between the value of a variable if it is randomly sampled and its value if a census is taken (or the average of all possible random values). These errors are present because observations are made only on a sample and not on the entire population.

The sampling error depends on factors such as the size of the sample, variability in the population, sampling design and method of estimation. For example, for a given sample size, the sampling error will depend on the stratification procedure employed, allocation of the sample, choice of the sampling units and method of selection. (Further, even for the same sampling design, we can make different calculations to arrive at the most efficient estimation procedure.) The most important feature of probability sampling is that the sampling error can be measured from the sample itself.

2. Non-sampling Errors

Non-sampling errors result from a systematic flaw in the structure of the data-collection procedure or design of any or all variables examined. They create a difference between the value of a variable obtained by sampling or census methods and the variable’s true value. These errors are present whether a sample or a complete census of the population is taken. Non-sampling errors can be attributed to one or more of the following sources:

a) Coverage error: This error can result from incomplete listing and inadequate coverage of the population of interest.

b) Data response error: This error may be due to questionnaire design, the characteristics of a question, inability or unwillingness of the respondent to provide correct information, misinterpretation of the questions or definitional problems.

c) Non-response error: Some respondents may refuse to answer questions, some may be unable to respond, and others may be too late in responding. Data for the non-responding units can be imputed using the data from responding units or some earlier data on the non-responding units if available.

The extent of error due to imputation is usually unknown and is very much dependent on any characteristic differences between the respondent group and the non-respondent group in the survey. This error generally decreases with increases in the response rate and attempts are therefore made to obtain as high a response rate as possible.

d) Processing error: These errors may occur at various stages of processing such as coding, data entry, verification, editing, weighting, and tabulation, etc. Non-sampling errors are difficult to measure. More important, non-sampling errors require control at the level at which their presence does not impair the use and interpretation of the results.

Measures have been undertaken to minimize the non-sampling errors. For example, units have been defined in a most precise manner and the most up-to-date listings have been used. Questionnaires have been carefully designed to minimize different interpretations. As well, detailed acceptance testing has been carried out for the different stages of editing and processing and every possible effort has been made to reduce the non-response rate as well as the response burden.

Measures of Sampling and Non-sampling Errors

1. Sampling Error Measures

The sample used in this survey is one of a large number of all possible samples of the same size that could have been selected using the same sample design under the same general conditions. If it was possible that each one of these samples could be surveyed under essentially the same conditions, with an estimate calculated from each sample, it would be expected that the sample estimates would differ from each other.

The average estimate derived from all these possible sample estimates is termed the expected value. The expected value can also be expressed as the value that would be obtained if a census enumeration were taken under identical conditions of collection and processing. An estimate calculated from a sample survey is said to be precise if it is near the expected value.

Sample estimates may differ from this expected value of the estimates. However, since the estimate is based on a probability sample, the variability of the sample estimate with respect to its expected value can be measured. The variance of an estimate is a measure of the precision of the sample estimate and is defined as the average, over all possible samples, of the squared difference of the estimate from its expected value.

The standard error is a measure of precision in absolute terms. The coefficient of variation (CV), defined as the standard error divided by the sample estimate, is a measure of precision in relative terms. For comparison purposes, one may more readily compare the sampling error of one estimate to the sampling error of another estimate by using the coefficient of variation.

In this publication, the coefficient of variation is used to measure the sampling error of the estimates. However, since the coefficient of variation published for this survey is calculated from the responses of individual units, it also measures some non-sampling error.

The formula used to calculate the published coefficients of variation (CV) in Table 1 is:

CV(X) = S(X)/X

where X denotes the estimate and S(X) denotes the standard error of X.

In this publication, the coefficient of variation is expressed as a percentage.

Confidence intervals can be constructed around the estimate using the estimate and the coefficient of variation. Thus, for our sample, it is possible to state with a given level of confidence that the expected value will fall within the confidence interval constructed around the estimate. For example, if an estimate of $12,000,000 has a coefficient of variation of 10%, the standard error will be $1,200,000 or the estimate multiplied by the coefficient of variation. It can then be stated with 68% confidence that the expected value will fall within the interval whose length equals the standard deviation about the estimate, i.e., between $10,800,000 and $13,200,000. Alternatively, it can be stated with 95% confidence that the expected value will fall within the interval whose length equals two standard deviations about the estimate, i.e., between $9,600,000 and $14,400,000.

Text table 1 contains the national level CVs, expressed as a percentage, for all manufacturing for the MSM characteristics. For CVs at other aggregate levels, contact the Marketing and Dissemination Section at (613) 951-9497, toll free: 1-866-873-8789 or by e-mail at manufact@statcan.gc.ca.

Text table 1
National Level CVs by Characteristic
Month Sales of goods manufactured Raw materials and components inventories Goods / work in process inventories Finished goods manufactured inventories Unfilled Orders
%
December 2009 0.83 1.14 1.98 1.39 1.22
January 2010 0.80 1.17 1.96 1.34 1.22
February 2010 0.86 1.16 2.27 1.39 1.22
March 2010 0.86 1.19 2.33 1.43 1.22
April 2010 0.77 1.18 2.19 1.38 1.21
May 2010 0.83 1.20 2.36 1.41 1.30
June 2010 0.84 1.17 2.46 1.42 1.30
July 2010 0.79 1.19 2.45 1.43 1.41
August 2010 0.81 1.21 2.41 1.43 1.47
September 2010 0.82 1.23 2.38 1.39 1.60
October 2010 0.80 1.21 2.45 1.43 1.74
November 2010 0.83 1.19 2.56 1.42 1.74
December 2010 0.74 1.20 2.48 1.40 1.70

2. Non-sampling Error Measures

The exact population value is aimed at or desired by both a sample survey as well as a census. We say the estimate is accurate if it is near this value. Although this value is desired, we cannot assume that the exact value of every unit in the population or sample can be obtained and processed without error. Any difference between the expected value and the exact population value is termed the bias. Systematic biases in the data cannot be measured by the probability measures of sampling error as previously described. The accuracy of a survey estimate is determined by the joint effect of sampling and non-sampling errors.

Three sources of non-sampling error in the MSM are non-response error, imputation error and the error due to editing. To assist users in evaluating these errors, weighted rates that are related to these three types of error are given in Text table 2. The following is an example of what is meant by a weighted rate. A cell with a sample of 20 units in which five respond for a particular month would have a response rate of 25%. If these five reporting units represented $8 million out of a total estimate of $10 million, the weighted response rate would be 80%.

The definitions of the three weighted rates noted in Text table 2 follow. The weighted response rate is the proportion of a characteristic’s total estimate that is based upon reported data (excluding data that has been edited). The weighted imputation rate is the proportion of a characteristic’s total estimate that is based upon imputed data. The weighted editing rate is the proportion of a characteristic’s total estimate that is based upon data that was edited (edited data may have been originally reported or imputed).

Text table 2 contains the three types of weighted rates for each of the characteristics at the national level for all of manufacturing. In the table, the rates are expressed as percentages.

Text Table 2
National Weighted Rates by Source and Characteristic
Characteristics Survey Source Administrative Data Source
Response Imputation Editing Modeled Imputation Editing
%
Sales of goods manufactured 85.56 3.76 3.81 6.16 0.53 0.17
Raw materials and components 74.67 10.17 5.59 0.00 9.57 0.00
Goods / work in process 59.6 7.92 24.92 0.00 5.33 2.23
Finished goods manufactured 76.67 6.07 6.79 0.00 8.9 1.57
Unfilled Orders 54.86 3.7 36.58 0.00 3.59 1.26

Joint Interpretation of Measures of Error

The measure of non-response error as well as the coefficient of variation must be considered jointly to have an overview of the quality of the estimates. The lower the coefficient of variation and the higher the weighted response rate, the better will be the published estimate.

Seasonal Adjustment

Economic time series contain the elements essential to the description, explanation and forecasting of the behavior of an economic phenomenon. They are statistical records of the evolution of economic processes through time. In using time series to observe economic activity, economists and statisticians have identified four characteristic behavioral components: the long-term movement or trend, the cycle, the seasonal variations and the irregular fluctuations. These movements are caused by various economic, climatic or institutional factors. The seasonal variations occur periodically on a more or less regular basis over the course of a year. These variations occur as a result of seasonal changes in weather, statutory holidays and other events that occur at fairly regular intervals and thus have a significant impact on the rate of economic activity.

In the interest of accurately interpreting the fundamental evolution of an economic phenomenon and producing forecasts of superior quality, Statistics Canada uses the X12-ARIMA seasonal adjustment method to seasonally adjust its time series. This method minimizes the impact of seasonal variations on the series and essentially consists of adding one year of estimated raw data to the end of the original series before it is seasonally adjusted per se. The estimated data are derived from forecasts using ARIMA (Auto Regressive Integrated Moving Average) models of the Box-Jenkins type.

The X-12 program uses primarily a ratio-to-moving average method. It is used to smooth the modified series and obtain a preliminary estimate of the trend-cycle. It also calculates the ratios of the original series (fitted) to the estimates of the trend-cycle and estimates the seasonal factors from these ratios. The final seasonal factors are produced only after these operations have been repeated several times.

The technique that is used essentially consists of first correcting the initial series for all sorts of undesirable effects, such as the trading-day and the Easter holiday effects, by a module called regARIMA. These effects are then estimated using regression models with ARIMA errors. The series can also be extrapolated for at least one year by using the model. Subsequently, the raw series, pre-adjusted and extrapolated if applicable, is seasonally adjusted by the X-12 method.

The procedures to determine the seasonal factors necessary to calculate the final seasonally adjusted data are executed every month. This approach ensures that the estimated seasonal factors are derived from an unadjusted series that includes all the available information about the series, i.e. the current month's unadjusted data as well as the previous month's revised unadjusted data.

While seasonal adjustment permits a better understanding of the underlying trend-cycle of a series, the seasonally adjusted series still contains an irregular component. Slight month-to-month variations in the seasonally adjusted series may be simple irregular movements. To get a better idea of the underlying trend, users should examine several months of the seasonally adjusted series.

The aggregated Canada level series are now seasonally adjusted directly, meaning that the seasonally adjusted totals are obtained via X-12-ARIMA. Afterwards, these totals are used to reconcile the provincial total series which have been seasonally adjusted individually.

For other aggregated series, indirect seasonal adjustments are used. In other words, their seasonally adjusted totals are derived indirectly by the summation of the individually seasonally adjusted kinds of business.

Trend

A seasonally adjusted series may contain the effects of irregular influences and special circumstances and these can mask the trend. The short term trend shows the underlying direction in seasonally adjusted series by averaging across months, thus smoothing out the effects of irregular influences. The result is a more stable series. The trend for the last month may be, subject to significant revision as values in future months are included in the averaging process.

Real manufacturing sales of goods manufactured, inventories, and orders

Changes in the values of the data reported by the Monthly Survey of Manufacturing (MSM) may be attributable to changes in their prices or to the quantities measured, or both. To study the activity of the manufacturing sector, it is often desirable to separate out the variations due to price changes from those of the quantities produced. This adjustment is known as deflation.

Deflation consists in dividing the values at current prices obtained from the survey by suitable price indexes in order to obtain estimates evaluated at the prices of a previous period, currently the year 2002. The resulting deflated values are said to be “at 2002 prices”. Note that the expression “at current prices” refer to the time the activity took place, not to the present time, nor to the time of compilation.

The deflated MSM estimates reflect the prices that prevailed in 2002. This is called the base year. The year 2002 was chosen as base year since it corresponds to that of the price indexes used in the deflation of the MSM estimates. Using the prices of a base year to measure current activity provides a representative measurement of the current volume of activity with respect to that base year. Current movements in the volume are appropriately reflected in the constant price measures only if the current relative importance of the industries is not very different from that in the base year.

The deflation of the MSM estimates is performed at a very fine industry detail, equivalent to the 6-digit industry classes of the North American Industry Classification System (NAICS). For each industry at this level of detail, the price indexes used are composite indexes which describe the price movements for the various groups of goods produced by that industry.

With very few exceptions the price indexes are weighted averages of the Industrial Product Price Indexes (IPPI). The weights are derived from the annual Canadian Input-Output tables and change from year to year. Since the Input-Output tables only become available with a delay of about two and a half years, the weights used for the most current years are based on the last available Input-Output tables.

The same price index is used to deflate sales of goods manufactured, new orders and unfilled orders of an industry. The weights used in the compilation of this price index are derived from the output tables, evaluated at producer’s prices. Producer prices reflect the prices of the goods at the gate of the manufacturing establishment and exclude such items as transportation charges, taxes on products, etc. The resulting price index for each industry thus reflects the output of the establishments in that industry.

The price indexes used for deflating the goods / work in process and the finished goods manufactured inventories of an industry are moving averages of the price index used for sales of goods manufactured. For goods / work in process inventories, the number of terms in the moving average corresponds to the duration of the production process. The duration is calculated as the average over the previous 48 months of the ratio of end of month goods / work in process inventories to the output of the industry, which is equal to sales of goods manufactured plus the changes in both goods / work in process and finished goods manufactured inventories.

For finished goods manufactured inventories, the number of terms in the moving average reflects the length of time a finished product remains in stock. This number, known as the inventory turnover period, is calculated as the average over the previous 48 months of the ratio of end-of-month finished goods manufactured inventory to sales of goods manufactured.

To deflate raw materials and components inventories, price indexes for raw materials consumption are obtained as weighted averages of the IPPIs. The weights used are derived from the input tables evaluated at purchaser’s prices, i.e. these prices include such elements as wholesaling margins, transportation charges, and taxes on products, etc. The resulting price index thus reflects the cost structure in raw materials and components for each industry.

The raw materials and components inventories are then deflated using a moving average of the price index for raw materials consumption. The number of terms in the moving average corresponds to the rate of consumption of raw materials. This rate is calculated as the average over the previous four years of the ratio of end-of-year raw materials and components inventories to the intermediate inputs of the industry.

Centre for Education Statistics

(Fiscal years 2007-2008, 2008-2009, 2009-2010)

Table of contents

I . Introduction

A. Objectives and Uses

B. Authority

C. Confidentiality

D. Population

E. Definition of Education

F. Coverage

II . Submission date

III . Instructions

IV . Coding structure guidelines

V . Definitions

Section I – Descriptive Information

Section II – Statistical Data

1. Type of Recipient

2. Expenditure Item

3. Type of Expenditure

4. Level of Education

VI . Suggestions for improvements

I . Introduction

A. Objectives and Uses

As part of its Education Statistics Program, Statistics Canada conducts regular surveys on the financing of education in Canada. The current survey, which forms an integral part of this program, aims at collecting financial and narrative data on federal expenditures in support of education.

Federal government departments and agencies are the major users of the statistics collected. They use the information for analytical purposes, in the coordination, planning, evaluation and development of policies and programs affecting education.

The data collected are also accessed by education associations, educational institutions, researchers, consultants, private sector and provincial governments who wish to conduct special studies and/or to acquire a better understanding of federal support in the field of education.

B. Authority

These data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S19.

C. Confidentiality

The information retained by Statistics Canada will be kept confidential and only released in an aggregated form. However, you may choose to share individual data from this survey with all users by signing the Authorization to release data section located on the first page of the questionnaire.

D. Population

The survey covers federal government programs having expenditures in support of education. For purposes of this survey, the population is defined to include the federal government departments, agencies, commissions, boards and crown corporations listed in schedules I , I .1 and II of the Financial Administration Act and in schedule I , parts I and II of the Public Service Staff Relations Act.

E. Definition of Education

A program or an activity is related to education if it provides support to individuals, institutions, associations, groups, private enterprises or governments for training or formal instruction oriented to the acquisition of skills or knowledge.

The programs in support of university research (research grants or fellowships) as well as the programs concerned with occupational and official language training provided to federal government employees are included in this definition; however, the data related to these programs should not be reported on the attached questionnaires since they are collected from another source.

F. Coverage

This survey covers the period from April 1 to March 31 for each of the three fiscal years 2007-2008, 2008-2009 and 2009-2010.

II . Submission date

The deadline for the submission of the data is indicated in the covering letter and the completed questionnaires should be returned to the following address:

Statistics Canada
Section C-10
Operations and Integration Division
2nd Floor, Jean Talon Bldg.
Tunney's Pasture, Ottawa Ontario
K1A 0T6

III . Instructions

For each program, activity or sub-activity which falls within our definition of education, as defined under Part E of the introduction, the respondent is asked to complete a separate questionnaire. For example, the department of Human Resources and Social Development Canada will be required to report separately, information for the Canada Student Loan Program (CSLP).

The questionnaire comprises two sections; the first section is for the respondent to describe the program or the activity while the second section is for reporting the statistical data. It is important for the respondent to become familiar with the coding structure listed under Section IV and also to carefully read all the definitions stated in Section V .

All expenditure data should be reported net of recoveries on a cash payment basis for each of the fiscal years indicated; that is for the period from April 1 to March 31.

Each statistical data item in Section II of the questionnaire is to be coded according to:

  • one type of recipient
  • one expenditure item
  • one type of expenditure and
  • one level of education

In this example, the respondent would have to report two separate lines of data (by province) to show the "cost of loans" for the university and the non-university levels and also two other separate lines to show the "value of loans" for both levels. The four lines of data in Section II of the questionnaire would be covered by one narrative description in Section I .

Please provide accompanying notes of explanation where appropriate. For example, if certain costs apply to more than one category (two or more expenditure items or two or more levels of education), the total cost should be prorated to these categories and footnoted (when applicable). Similarly, all estimated amounts for the fiscal year 2009-2010 should be indicated with an asterisk(*).

Example: The statistical data to be reported by province for the Canada Student Loan Program (administered by Human Resources and Social Development Canada) would be the following:

Table 1 Exemple of statistical data reported
Variable Name Code Description Code
Type of Recipient individuals – students 241
Expenditure Item cost of loan 331
value of loan 332
Type of Expenditure operating 401
Level of Education post-secondary/non-university 502
post-secondary/university 503

IV . Coding structure guidelines

Table 2 Coding structure guidelines
Variable Name Coding Description Code
Type of Recipient Governments  
municipal 211
provincial 212
federal – internal expenditures 214
foreign 215
Educational Institutions  
public 221
private 222
Private Enterprises 230
Individuals  
students 241
parents 242
staff of educational institutions 243
other 245
Associations, Groups 250
Expenditure Item Bursary 321
Scholarship 322
Fellowship 323
Tuition Fees 325
Allowance 326
Cost of Loan 331
Value of Loan 332
Administration 350
Federal Schools  
teachers' salaries 361
other salaries and wages 362
fringe benefits 363
other 364
recoveries – local school boards 365
recoveries – provincial 366
recoveries – other 367
Grant (excluding research) 371
Contribution (excluding research) 372
Type of Expenditure Operating 401
Capital 402
Level of Education Elementary-Secondary 501
Post-secondary/Non-university 502
Post-secondary/University 503
Vocational 505

V . Definitions

Section I – Descriptive Information1

  1. Department or agency. Record only the name of the department or the agency.
  2. Program, activity or sub-activity. Consists of operations established to meet a specific objective identified either by legislation, order-in-Council, Treasury Board and/or any other requirements and responsibilities of federal government departments and agencies.
  3. Administered by. Provide the name of the service, directorate or branch of the department or agency which is responsible for the administration of the program, activity or sub-activity.
  4. Purpose. Specify the objectives of the program, activity or sub-activity and any other relevant sub-objectives.
  5. Authority. If applicable, specify the legislation, act, agreement or regulations under which the program, the activity or the sub-activity is conducted.
  6. Time Frame. Whenever applicable, specify the year that the program, activity or sub-activity was established. Also state if it is continuing or renewable and in the latter case, indicate the frequency and the terms of reference.
  7. Financing and Operation. Describe how the amount of assistance is established, how it is disbursed and under what conditions the money and/or the services are provided.
  8. Contact. Give the name of the person who can provide additional information concerning this program, activity or sub-activity.

Section II – Statistical Data and Code

1. Type of Recipient.

The term "recipient" is understood here as being the immediate recipient of the money, which is not necessarily the recipient of the benefit.

Carefully read the definitions and/or examples of each type of recipient in order to identify the relevant recipient of the money.

a) Governments

Municipal: Includes, for example, grants in lieu of taxes in case of school taxation. Code 211

Provincial: Includes a large group of programs which are of a federal-provincial nature such as manpower training, official languages in education, etc . Code 212

Federal – internal expenditures: Includes direct expenditures incurred by a federal government department or agency to provide educational services and/or to administer any program in support of education. Examples of these expenditures are the direct costs to operate federal schools such as national defence schools, schools for Indians and Inuit and military colleges. Another example is the cost to administer the payments to provinces under the Official Languages in Education Program. One exception here would be the cost of loans under CSLP where the recipient should be coded "individuals – students". Code 214

Foreign: Includes, for example, money given to a foreign government for the construction of a school abroad. Code 215

b) Educational Institutions. Includes amounts paid directly by the federal government to educational institutions (does not include expenditures incurred for federal schools; these are to be reported under category "federal – internal expenditures").

Public: Includes local school boards, public elementary-secondary schools, community colleges, universities and vocational schools. Code 221

Private: Includes private elementary-secondary schools, private colleges, private vocational and trade schools. Code 222

c) Private Enterprises. Includes, for example, amounts paid by Human Resources and Social Development Canada to employers for reimbursing a portion of the cost of providing training to their employees. Code 230

d) Individuals

Students: Includes payments to persons who are registered, whether full-time or part-time, in a recognized teaching institution with the intention of obtaining a degree, certificate or diploma. Examples are scholarships, bursaries, cost of loans/ CSLP , etc . Note that federal government employees who attend courses at government expense are not to be included in this survey. Code 241

Parents: Includes, for example, the amount of tuition fees if they are reimbursed to parents rather than to the student himself. Code 242

Staff of Educational Institutions: Includes professional development courses provided to teachers. Code 243

Other: Includes amounts paid directly to individuals not already mentioned in other categories. Code 245

e) Associations, Groups. Includes amounts paid directly by the federal government to independent associations or groups. An example is direct payments to Indian bands (DINA) for operation of their schools. Code 250

2. Expenditure Item

a) Bursary. Funds awarded to a student on the basis of financial need and academic achievement. Code 321

b) Scholarship. Funds awarded to a student on the basis of outstanding academic achievement. Code 322

c) Fellowship. Funds awarded to an individual or on behalf of an individual and which are intended to provide support for professional development and improvement of skills and knowledge. This should exclude funds awarded to individuals for research related activities (research fellowship) since these will be accessed from another source. Code 323

d) Tuition Fees. Financial assistance given to cover education tuition costs as well as other educational services provided to students. Code 325

e) Allowance. Financial assistance given to support costs related to lodging, food, travel, instructional supplies, etc . Code 326

f) Cost of loan. Includes net expenditures related to interest payments, loss claims, death claims, service fees and collection costs incurred through the Canada Student Loan Program. In the case of provinces opting out of the CSLP , the alternative payment should be reported. Code 331

g) Value of loan. Includes the value of certificates issued under the Canada Student Loan Program. Code 332

h) Administration. Any costs incurred at the departmental or the agency level for the administration of federal government programs in support of education. Code 350

i) Federal Schools – Teachers' Salaries. Includes gross salaries of teachers hired to provide educational services in schools operated by federal departments such as DND , DINA, Transport Canada (Coast Guard College), etc . Code 361

j) Federal Schools – Other Salaries and Wages. Includes gross salaries of all employees other than teachers who provide services in functions such as administration, school maintenance, school transportation, cafeteria services, libraries, etc . Code 362

k) Federal Schools – Fringe Benefits. Includes the employers' contribution to fringe benefits such as pension plans, unemployment insurance, group insurance, health insurance plans, etc . Code 363

l) Federal Schools – Other. Includes all the expenditures other than gross salaries and fringe benefits incurred by federal departments to operate federal schools. Examples of these expenditures are travel expenses, school administration, plant maintenance, instructional supplies, etc . Note that capital expenditures are also to be reported under this item of expenditure but classified as "capital" under the variable "type of expenditure". Code 364

m) Federal Schools – Recoveries. Includes
monies received from local school boards, Code 365
provincial governments and other sources Code 366
to operate the federal schools. Code 367

n) Grant (Excluding Research). Unconditional transfer payments not subject to audit. Examples of this category are grants to educational institutions, universities, etc . Includes only those grants not already described in expenditure items 2.a) to 2.m) inclusive. Code 371

o) Contribution (Excluding Research). Conditional transfer payments subject to audit, requiring an arrangement between the recipient and the donor (department or agency) identifying the terms and conditions governing the payments. Examples of contributions are courses purchased by Human Resources and Social Development Canada, transfer payments under official languages in education (OLE) program, Established Programs Financing (EPF) cash transfer payments, etc. Includes only those contributions not already described in expenditure items 2.a) to 2.m) inclusive. Code 372

3. Type of Expenditure.

The classification of the expenditure in terms of operating or capital is to be determined from the standpoint of the donor rather than the recipient.

a) Operating. Current expenditures having to do with the main or inherent activities of a program, activity or sub-activity. Code 401

b) Capital. An outlay or incurrence of liability to acquire or add to a capital asset, or an expenditure yielding enduring benefits. Code 402

4. Level of Education

a) Elementary-Secondary. Consists of all elementary-secondary programs as defined by each province. Even though the grade ranges may differ from one province to another, the education at this level is quite general and basic. These programs are offered by four types of schools: public, private, federal and schools for handicapped persons. Code 501

b) Post-secondary/Non-university. Consists of post-secondary level programs offered by community colleges, CEGEPs , regional colleges, colleges of applied arts and technology, institutes of technology and agricultural colleges. These are terminal career programs of one to four years' duration, and generally require junior matriculation for entry. Also included are one- or two-year academic programs after which a student may proceed to university. Code 502

c) Post-secondary/University. Consists of all education programs offered by any degree-granting institution such as a university. Code 503

d) Vocational. Consists of all vocational and occupational training programs offered by public and private trade schools, community colleges, institutes of technology, etc . Includes funding of manpower programs such as apprenticeship and training in industry, as well as allowances paid to trainees.

Also considered in this category are training costs of nursing assistants and aides in hospitals, vocational training in federal penitentiaries, and other similar training expenditures. Code 505

VI. Suggestions for improvements

Statistics Canada would welcome any suggestions for changes in the survey which you may wish to propose.

Note

  1. This information should be reported only if it has been updated since the 2009 survey. If no modification occurred, the respondent is asked to confirm that in a note.

Farm Input Price Index (2002=100)

1. Brief history and methodology of the Farm Input Price Index

The Farm Input Price Index (FIPI) is a quarterly indicator of changes in Canadian farmers' input costs. It tracks the movement of prices used by marketing offices and stabilization programs. The government also uses FIPI data to develop regional and national economic policies for the agricultural sector.

The FIPI was introduced in 1961. Over the decades that followed, many changes were made to the FIPI structure, as new components were added to reflect the development and evolution of agricultural practices. Following budget cuts in the late 1990s, the FIPI surveys were phased out, which led to a reduction in geographic coverage and the number of components included. The FIPI was last released in 2008 (covering 2007). This document introduces the new, redesigned FIPI.

The characteristics of the new index (2002=100) are described below.

  • The information used to weigh the major aggregate components of the FIPI is taken from CANSIM publication 002-0005, Farm Operating Expenses and Depreciation Charges, produced by the Agriculture Division of Statistics Canada. For weights at more detailed levels, estimates are based on additional statistical sources (internal and external).
  • Farm Operating Expenses and Depreciation Charges does not cover farm-to-farm transactions. To compensate for this gap, an adjustment is made in three major FIPI components in which farm-to-farm transactions are common: commercial seed and plants, livestock purchases, and commercial feed. The purpose of this adjustment is to amplify the weights to make them comparable to Census of Agriculture values.
  • The reference period for weighting is a four-year average in 2002 constant dollars. A four-year period was used to moderate the influence of an exceptional year (unusual shock) on farm input purchases. The data were converted to constant dollars using old FIPI data.
  • Price fluctuations are calculated using data from existing Statistics Canada programs and other administrative sources of farm data. Since the prices used to compute the redesigned FIPI are not collected for the specific purpose of creating a sample of farm input prices, they will be only an approximation of the actual prices paid by farm operators.
  • The FIPI is a quarterly price index for Canada and the 10 provinces, but not the territories. In some cases, however, national price fluctuations are used to estimate provincial indexes.
  • The data used in the FIPI's last eight quarters may be revised. Some FIPI inputs have their own revision periods, and the FIPI was structured so that data revisions can be incorporated. The FIPI is not seasonally adjusted.

2. Composition of the FIPI basket

The selection of published inputs is essentially based on two criteria: confidentiality of data and sources (disclosure control) and data reliability and precision (approximation of prices). The criteria are satisfied through aggregation of the data.

The inputs and indexes are compiled at various levels of disaggregation: total (1), principal groups (5), groups (28), subgroups (33) and elements (38). Due to space considerations, only subgroups and higher levels of aggregation are presented in the table below. Published inputs are shown in bold. The weight associated with each basket component is expressed as a percentage.

1 Total FIPI 100.00
1.1 Buildings 9.36
1.1.1 Depreciation on buildings 2.79
1.1.2 Repairs to buildings & fences and farm-specific supplies 3.35
1.1.3 Electricity 1.80
1.1.4 Heating fuel 1.43
1.1.4.1 Natural gas 0.83
1.1.4.2 Fuel oil and propane 0.60
1.2 Machinery and Motor Vehicles 19.27
1.2.1 Depreciation on machinery and motor vehicles 9.28
1.2.1.1 Depreciation on machinery 7.16
1.2.1.2 Depreciation on motor vehicles 2.11
1.2.2 Machinery fuel 4.74
1.2.2.1 Gasoline 2.07
1.2.2.2 Diesel fuel 2.67
1.2.3 Machine repairs 5.25
1.2.3.1 Machinery parts 4.18
1.2.3.2 Servicing (labour) 1.07
1.3 General Business Costs 15.33
1.3.1 Telephone 0.66
1.3.2 Trucking 0.72
1.3.3 Rental of machinery, vehicles and equipment 0.33
1.3.4 Legal & accounting fees 1.95
1.3.5 Business insurance 1.60
1.3.6 Property taxes 1.39
1.3.7 Interest 5.50
1.3.7.1 Non-Mortgage 2.89
1.3.7.2 Mortgage 2.61
1.3.8 Rent 3.18
1.3.8.1 Monetary rent 2.41
1.3.8.2 Share rent 0.77
1.4 Crop Production 23.17
1.4.1 Commercial seed and plant 3.88
1.4.1.1 Grains and oils 1.82
1.4.1.2 Potatoes 0.20
1.4.1.3 Greenhouse, floriculture, fruits and vegetables 1.86
1.4.2 Fertilizer 6.38
1.4.2.1 Nitrogen fertilizers 3.90
1.4.2.2 Other fertilizers (S) 2.48
1.4.3 Pesticides (S) 4.34
1.4.3.1 Herbicides 3.58
1.4.3.2 Fongicides 0.61
1.4.3.3 Insecticides 0.14
1.4.4 Twine, wire & containers (S) 1.10
1.4.5 Production insurance (S) 1.22
1.4.5.1 Crop 1 0.48
1.4.5.2 Crop 2 0.39
1.4.5.3 Crop 3 0.34
1.4.6 Stabilization premiums (S) 0.34
1.4.6.1 Crop 1 0.20
1.4.6.2 Crop 2 0.11
1.4.6.3 Crop 3 0.03
1.4.7 Cash wages in crop production (S) 5.43
1.4.8 Crop-related custom work (S) 0.49
1.5 Animal Production 32.88
1.5.1 Livestock purchases 13.32
1.5.1.1 Cattle 9.50
1.5.1.2 Hogs (S) 2.13
1.5.1.3 Poultry (S) 1.68
1.5.2 Commercial feed 13.25
1.5.2.1 Prepared feed 10.32
1.5.2.2 Grain feed 2.93
1.5.3 Veterinary fees and drugs (S) 1.70
1.5.3.1 Veterinary fees 0.75
1.5.3.2 Drugs 0.94
1.5.4 Cash wages in animal production (S) 4.11
1.5.5 Animal-related custom work (S) 0.50
Footnotes : (S) Value suppressed

Origin of price sources

As mentioned above, there is no specific survey for the FIPI program. Prices and price changes are collected from sources within Statistics Canada and from external organizations in the agricultural sector. The table below presents the sources for all components and subcomponents and the sources' weights in the index total.

Disclosure of internal sources may be a way for users to trace the information on price fluctuations for a few aggregate farm inputs in the FIPI. However, since the prices used to compute the redesigned FIPI are not collected for the specific purpose of creating a sample of farm input prices, they will represent only an approximation of the actual prices paid by farm operators.

Source Weight Components and sub-components
(%)
Outside sources 25.4 Fertilizer (excluding ammonium sulphate)
Livestock purchases : cattle
Livestock purchases : poultry
Pesticides
Seed : grains and oils
Trucking
Twine, wire & containers
Statistic Canada (Industrial Product Price Index) 19.0 Diesel fuel
Drugs
Fertilizer (ammonium sulphate)
Fuel oil and propane
Gasoline
Machinery parts
Non-powered machinery
Powered machinery
Trucks for farm investment
Statistic Canada (Labour Force Survey) 13.2 Cash wages in agriculture
Custom work
Legal & accounting fees
Veterinary fees
Agriculture and Agrifood Canada 11.9 Commercial feed : prepared feed
Production insurance
Stabilization premiums
Statistic Canada (Consumer Price Index) 11.6 Business insurance
Cars for farm investment
Natural gas
Property taxes
Repairs to buildings & fences and farm-specific supplies
Seed : greenhouse, floriculture, fruits and vegetables
Servicing (labour)
Telephone
Statistic Canada (Producer Prices Division, other sources) 10.4 Depreciation on buildings
Electricity
Interest
Rental of machinery, vehicles and equipment
Statistic Canada (Agriculture Division) 8.4 Commercial feed : grain feed
Livestock purchases : hogs
Monetary rent
Seed : potatoes
Share rent

Comparison between the "Old FIPI" and the "New FIPI"

To facilitate analysis of the redeveloped FIPI (New FIPI) with the previous version of the FIPI (Old FIPI), the New FIPI has been expressed as an annual index (using the average annual index numbers). The index numbers from the Old FIPI (1992=100) have been rescaled (re-expressed) so that 2002=100.

Old FIPI vs New FIPI
Description for figure
Old FIPI vs New FIPI
  2002 2003 2004 2005 2006 2007 2008 2009
Old FIPI 100.0 103.3 100.9 105.0 108.4 116.5    
New new FIPI 100.0 102.2 103.6 108.4 110.5 118.3 134.7 131.7

As can be seen in the above chart, the old FIPI and the new FIPI (in its annualised form) track very closely together. However, at lower levels of aggregation because of the different data sources used, the different weights and the modified classification system used, the old and new FIPI series will not match quite so closely.

2002 version of NAICS

Statistics Canada, the Economic Classification Policy Committee (ECPC) of the United States, and Mexico's Instituto Nacional de Estadística, Geografía e Informática (INEGI) have agreed upon the limited industry revisions for NAICS 2002. This revision of the 1997 industry classification system extends the three-country agreement level for the Construction sector and recognizes the important changes in the Information sector which have occurred since the introduction of NAICS .

HTML Format

CSV format

Variants of NAICS 2002

HTML Format

CSV format

Variants of NAICS 1997

Changes to NAICS Canada 1997

Some minor changes were made to NAICS Canada 1997, namely, new national detail for NAICS Canada 112 Animal Production, and the replacement of Canada 52691 Open-End Investment Funds with 8 new national classes. See Changes to NAICS Canada 1997 from December 1999 to December 2000Archived.

Contact (CN)
Household Composition (RS)
Household Composition (HC)
Education (ED)
Activity Limitation (AL)
Dwelling Characteristics (DC)
Facilities Associated with the Dwelling (FD)
Tenure (TE)
Owned Principal Residence (OP)
Purchase and Sale of Owned Principal Residence (PS)
Mortgages on Owned Principal Residences (MT)
Improvements and Repairs of Owned Principal Residences (RR)
Rented Principal Residences (RN)
Utilities and Other Rented Accommodations (UT)
Owned Secondary Residences and Other Properties (OS)
Household Furnishings and Equipment (HF)
Home Operation (HO)
Food and Alcohol (FA)
Clothing for women and girls 4 years and over (CF)
Clothing for men and boys 4 years and over (CM)
Clothing for children under 4 years of age (CC)
Clothing (CG)
Personal and Health Care (PH)
Automobiles and trucks (AT)
Vehicle Expenses (VE)
Transportation (TR)
Recreational Vehicles (RV)
Recreation, Reading Materials and Education (RE)
Tobacco and Miscellaneous (TM)
Personal Income (IN)
Personal Taxes, Security and Money Gifts (TX)
Change in Assets (CA)
Unincorporated Business (UB)
Loans with Regular Payments (LO)
Other Monies Owed (MO)
Statistics Canada (SC)
Summary (SU)
Exit (EX)
Living Quarters (LQ)
Thank You (TY)

Contact (CN)

MU_N01
Interviewer:  Do you want to generate multiples?

  • Yes Multiple Interview
  • Yes Multiple Dwelling
  • No  (Go to CN_01)

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

  • (Number of multiple between 1 and 9)

CN_N01
A header should be displayed at the top of the screen

  • Telephone Number: (xxx) xxx-1234
  • Address: xx name of street,  apt. number
  • City
  • Postal Code

Interviewer:  Record method of interview..

  • Telephone
  • Personal visit

CN_N02
A header should be displayed at the top of the screen

  • Telephone Number: (xxx) xxx-1234
  • Address: xx name of street,  apt. number
  • City
  • Postal Code

Interviewer:  Have you made contact?

  • Yes (Go to End Block)
  • No (Go to CAI_SO)

II_R01
Hello, I’m from Statistics Canada.  My name is…

LP_Q01
Would you prefer to be interviewed in English or in French?

  • English (Go to End Block)
  • French Go to End Block)
  • Other (Go to LP_N02)

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

  • Chinese
  • Italian
  • Punjabi
  • Spanish
  • Portuguese
  • Polish
  • German
  • Vietnamese
  • Arabic
  • Tagalog
  • Greek
  • Tamil
  • Afghan
  • Cantonese
  • Hindi
  • Mandarin
  • Persian (Farsi)
  • Russian
  • Ukrainian
  • Urdu
  • Inukitut
  • Hungarian
  • Korean
  • Serbo-Croatian
  • Gujarati
  • Dari
  • Other – Specify (Go to LP_N-2S)

LP_N02S
Interviewer: Specify. (Go to CAI_SO)

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

Your answers will be kept strictly confidential and used only for statistical purposes.

While participation is voluntary, your assistance is essential if the results are to be accurate. 

(Registration#: STC/HLD-045-60118)

REF_R01
One of our Interviewers previously contacted your household regarding the Survey of Household Spending.

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

ARC_R01
One of our Interviewers previously contacted your household regarding the Survey of Household Spending.
I would like to continue the interview where we left off.

LA_N01
Interviewer: Confirm the listing address.
Call the Listing Address block.

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

  • Yes (Go to RS)
  • No
  • DK , R (Go to RS)

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

  • Call the North American Telephone block.

CAI_SO
Interviewer: This is the end of the component. Return to previously answered questions to make any necessary corrections, or select <Exit> to exit the component.

  • Exit

Go To Block RS

Household Composition (RS)

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

Please include everyone who lives here at the time of the interview and everyone who usually lives here, for example, room-mates, students who return from school to live with their parents, or spouse working away from home.

Do not include the persons who have permanently left the household during the year, for example, to get married or because of separation/divorced.

We’ll begin by listing the reference person first. The reference person is the household member that is mainly responsible for the financial maintenance (for example, pays the rent, mortgage, property taxes or electricity).  In cases where members equally share the financial responsibility, choose one member to be the household reference person.

PE_Q01
What are the names of all persons who usually live here?
Interviewer: Enter the first name.

PE_Q02
What are the names of all persons who usually live here?
Interviewer: Enter the last name.
(IF 20 PERSONS ARE ENTERED, Go to ANC_Q01)

  • First Name
  • Last Name

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

  • Yes
  • No (Go to ANC_Q01)

PE_Q01 
What are the names of the other people who live or stay here?
Interviewer: Add a person only if he/she has no other usual residence elsewhere.
Enter the first name.

PE_Q02
What are the names of the other people who live or stay here?
Interviewer: Add a person only if he/she has no other usual residence elsewhere.
Enter the last name.

  • First Name
  • Last Name

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

  • Enter the day.
  • Enter the month.
  • Enter a four-digit year. (IF ANC_Q01 =2009  Go to SEX_Q01)

ANC_Q02 
So [respondent name]’s age on [reference date] was [calculated age]. Is that correct?

  • Yes (Go to SEX_Q01)
  • No, return and correct year of birth (Go to ANC_Q01)
  • No, collect age (Go to ANC_Q03)

ANC_Q03 
What is [respondent name]’s age?

  • Age in years

SEX_Q01
Interviewer: Enter [respondent name]'s sex.
If necessary, ask: (Is [respondent name] male or female?)

  • Male
  • Female

CAI_SO
Interviewer:  This is the end of the component.  Return to previously answered questions to make any necessary corrections, or select <Exit> to exit the component.

  • Exit

Go to Block HC

Household Composition (HC)

The next section refers to the household composition.

HC_Q020
What is [household member’s first name]’s relationship to [first name of Person No 01]? Is it:

Interviewer:

  • is assigned to the reference person.
  • … spouse?
  • … son/daughter?
  • … other relative?
  • not related

HC_Q050
What is [household member’s first name]’s marital status? Is it:

  • …married spouse of a household member?
  • …common-law spouse of a household member?
  • …never married (single)?
  • …other (separated, divorced or widowed)?

HC_Q060
Economic Family: Economic family refers to a group of two or more persons who live in the same dwelling and are related to each other by blood, marriage, common-law or adoption.  A couple may be of opposite or same sex.  Foster children are included.  For example, unrelated room-mates would have different codes.

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

HC_Q070
Did [respondent name] join the household since January 2009?

  • Yes
  • No

Go to Block ED

Education (ED)

The next section refers to level of education – Reference person and spouse only

ED_Q010
What is the highest level of schooling that [Member’s name] received? 

Did [Member’s name] receive a:

  • … less than a high school diploma
  • … secondary (high) school diploma or equivalent?
  • … trade/vocational certificate?
  • … apprenticeship certificate?
  • … community college, CEGEP, or nursing school diploma?
  • … university certificate or diploma below Bachelor's?
  • … bachelor's degree (B.A., B.Sc., B.Ed.)?
  • university degree, certificate or diploma above a Bachelor's (LL.B., M.D., D.D.S., D.M.D., D.V.M., O.D., M.A., M.Sc., M.Ed., Ph.D., D.Sc., D.Ed.)?
  • Other – Specify (Go to ED_Q010S)

ED_Q010S
Education - (ED)

Interviewer: Specify.

Go To Block AL

Activity Limitation (AL)

The next section refers to activity limitation

AL_Q010
Does any member of this household/Do you have any difficulty hearing, seeing, communicating, walking, climbing stairs, bending, learning or doing any similar activities?

  • Yes, sometimes 
  • Yes, often
  • No (Go to AL_Q030)

AL_Q020
Would you tell me who they are?

Interviewer: Mark all that apply

  • First Name
  • Last Name

AL_Q030 
Does a physical condition or mental condition or health problem reduce the amount or the kind of activity that any member of this household/that you can do at home, at work, at school, or in other activities such as transportation or leisure?

  • Yes, sometimes 
  • Yes, often
  • No (Go To Block DC)

AL_Q040
Would you tell me who they are?

Interviewer: Mark all that apply

  • First Name
  • Last Name

Go To Block DC

Dwelling Characteristics (DC)

The next section refers to the characteristics of your dwelling.

DC_Q010
Would you describe your dwelling as:

  • … single detached?
  • … semi-detached (double)?
  • … row or terrace?
  • … duplex?
  • … apartment in a building that has fewer than five storeys?
  • … apartment in a building that has five or more storeys?
  • … hotel, rooming or lodging house, camp, for example, logging, construction?
  • … mobile home?
  • Other, Specify (Go to DC_Q010S)

DC_Q010S
Please specify the type of dwelling.

DC_Q020
Is this dwelling part of a condominium development?

  • Yes
  • No

DC_Q040
When was this dwelling originally built?

  • 1920 or before 
  • 1921-1945
  • 1946-1960 
  • 1961-1970
  • 1971-1980
  • 1981-1990 
  • 1991-2000 
  • 2001 
  • 2002
  • 2003
  • 2004
  • 2005
  • 2006
  • 2007
  • 2008
  • 2009
  • 2010

DC_Q050
Is this dwelling in need of any repairs?  Do not include desired remodelling or additions. 

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

DC_Q060
How many rooms are there in this dwelling?

Include kitchen, bedrooms and finished rooms in the attic or basement.
Exclude bathrooms, halls, vestibules and rooms used solely for business purposes.

DC_Q070
How many bedrooms are there in this dwelling?

Include all rooms designated as bedrooms even though the use may be occasional, as in the case of "spare" bedrooms.
Exclude rooms designated as dining rooms, or living rooms which may be used as bedrooms at night.

Interviewer: If a bachelor apartment, enter “0” bedrooms.

DC_Q080
How many bathrooms with a bathtub or shower are there in this dwelling?

DC_Q100
What is the principal heating equipment for this dwelling? Is it:

  • … steam or hot water system, including boilers?
  • … forced air furnace?
  • … heating stove, including wood stove?
  • … electric heat, including electric baseboard heaters?
  • Other, Specify (Go to DC_Q100S)

DC_Q100S
Please specify the principal heating equipment.

DC_Q110
How old is this heating equipment?

  • 5 years or less (<aY1>)  (2005-2010) 
  • 6 to 10 years (<aY2>) (2000-2004)
  • 11 to 15 years (<aY3>) (1995-1999)
  • 16 to 20 years (<aY4>)  (1990-1994)
  • Over 20 years (<aY5>) (Before 1990)

DC_Q120
What is the principal fuel used to heat this dwelling? Is it:

  • … oil or other liquid fuel?
  • … natural gas (piped gas)?
  • … propane (bottled gas)?
  • … electricity?
  • … wood?
  • Other, Specify (Go to DC_Q120S)

DC_Q120S 
Interviewer: Specify.

DC_Q130
What is the principal fuel for the hot water supply? Is it:

  • … oil or other liquid fuel?
  • … natural gas (piped gas)?
  • … propane (bottled gas)?
  • … electricity?
  • … Other, Specify (Go to DC_Q130S)
  • No running hot water

DC_Q130S
Interviewer: Specify.

DC_Q140
What  is the principal fuel used for cooking? Is it:

  • … natural gas (piped gas)?
  • … propane (bottled gas)?
  • … electricity?
  • … Other, Specify (Go to DC_Q140S)

DC_Q140S
Interviewer: Specify

Go To Block FD

Facilities Associated with the Dwelling (FD)

The next section refers to equipment associated with your dwelling, including items you do not own.

FD_Q010
How many of the following items do you have: refrigerators?

FD_Q020
How many of the following items do you have: colour TV sets?

FD_Q030
How many of the following items do you have: VCRs?

FD_Q040
How many of the following items do you have: cell phones for personal use?
Include handheld text messaging devices with cell phone capability.
Exclude cordless phones.

FD_Q050
How many of the following items do you have: telephones, excluding cell phones?
Include phones used for business.

IF 0 Go to FD_Q050S or Else Go to FD_Q060

FD_Q050S
Why is there no telephone?

Interviewer: Specify.

FD_Q060
How many telephone numbers do you have for this dwelling?
Include phone numbers used for business.  
Exclude cell phone numbers and pager numbers.

FD_Q070
Do you have: a microwave oven?

  • Yes
  • No

FD_Q080
Do you have: a stand alone freezer (which is not part of a refrigerator)?

  • Yes
  • No

FD_Q090
Do you have: a dishwasher?

  • Yes
  • No

FD_Q100
Do you have: a washing machine inside your dwelling?

  • Yes
  • No

FD_Q110 
What type of clothes dryer do you have inside your dwelling? Is it:

  • … an electric clothes dryer?
  • … a gas clothes dryer?
  • None

FD_Q120
What type of air conditioning do you have?  Is it:

  • … a window-type air conditioning unit?
  • … central air conditioning?
  • None

FD_Q130
Do you have: cable TV?

  • Yes
  • No

FD_Q135
Do you have:

  • … basic cable service?
  • … extended cable service?
  • …Other - Specify

FD_Q135S
Interviewer:  Specify

FD_Q140
Do you have: a satellite dish?

  • Yes
  • No

FD_Q150
Do you have: a compact disc (CD) player?

  • Yes
  • No

FD_Q160
Do you have: a DVD player?

  • Yes
  • No

FD_Q170
Do you have: a CD writer?

  • Yes
  • No

FD_Q180
Do you have: a DVD writer?

  • Yes
  • No

FD_Q190
Do you have: a home computer?
Exclude computers used exclusively for business.

  • Yes
  • No

FD_Q200
Does anyone in your household use the Internet from home?

  • Yes
  • No (Go To Block TE)

FD_Q210
What type of Internet connection do you have? Is it:

Interviewer:  If more than one type of connection, mark "Other type of connection" and specify which types.

  • … regular telephone connection to a computer?
  • … high-speed telephone connection to a computer?
  • … cable connection to a computer?
  • … connection to a television?
  • … a satellite dish?
  • … wireless, for example, cell phone, personal digital appliance?
  • Other type of connection, Specify (Go to FD_Q210S)

FD_Q210S
Interviewer: Specify.

Go To Block TE

Tenure (TE)

The next section refers to the tenure of the dwelling.

TE_Q010
Is your dwelling:

  • … owned without a mortgage by your household? (Go to TE_Q015)
  • … owned with a mortgage by your household? (Go to TE_Q015)
  • … rented by your household? (Go to TE_Q030)
  • … occupied rent-free by your household, that is, where no member owns the dwelling and no rent is charged?

TE_Q015
If you were to sell your dwelling now, how much would you expect to sell it for?

IF (TE_Q010 = 1 or 2) and DC_Q010 < 5 Go to TE_Q020
Else Go to TE_Q030

TE_Q017
If you were to rent this dwelling today, how much would you expect to rent it for, monthly, unfurnished and without utilities?

IF TE_Q017> 2500 Go to Soft Edit TE_E017A
IF (TE_Q010 = 1 OR TE_Q010=2) AND
DC_Q010 < 5 Go to TE_Q020
ELSE Go to TE_Q030

TE_Q020
Some homeowners have added an apartment to their homes to accommodate relatives or to rent out to others. Such apartments have their own kitchen and bathroom facilities. Is there an apartment like this in your dwelling?

  • Yes
  • No

TE_Q030
In what year did the household move to this dwelling?

TE_Q040
In which month?

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

TE_Q080
Were any of the dwellings previously occupied in 2009:
... owned with mortgage by your household?

  • Yes
  • No

TE_Q090
Were any of the dwellings previously occupied in 2009:
… owned without a mortgage by your household?

  • Yes
  • No

TE_Q100
Were any of the dwellings previously occupied in 2009: rented by your household?

  • Yes
  • No

TE_Q110
Were any of the dwellings previously occupied in 2009: occupied rent-free by your household, that is, where no member owned the dwelling and no rent was charged?

  • Yes
  • No

IF (TE_Q080=1 OR TE_Q090=1) Go to TE_Q120
Else Go To Block OP

TE_Q120
Were any of the dwellings previously owned and occupied in 2009: sold

  • Yes
  • No

TE_Q130
Were any of the dwellings previously owned and occupied in 2009: rented to others?

  • Yes
  • No

TE_Q140
Were any of the dwellings previously owned and occupied in 2009: left vacant?

  • Yes
  • No

TE_Q150
Is there any other dwelling status?

  • Yes  (Go to TE_Q150S)
  • No

IF TE_Q140=1 and TE_Q150=2 Go To TE_Q160
ELSE Go To Block OP

TE_Q150S
Interviewer: Specify.

TE_Q160
For how many months in 2009 was the dwelling left vacant?

TE_R002
In the questions to follow please remember to include any expenditures spent on vacant dwellings, such as mortgage payments, property taxes, repairs and improvements, homeowner’s insurance and condo fees.

Go To Block OP

Owned Principal Residence (OP)

The next section refers to your owned principal residence.

OP_Q010
How many dwellings did members of your household own and occupy in 2009?
Exclude vacation homes, secondary residences and dwellings owned but not occupied by any member of the household in 2009.

IF OP_Q010 = 0 Go to Next Block RN

OP_Q020 
For how many months in 2009 did your household own and occupy a principal residence?

OP_Q030
For dwellings owned and occupied in 2009, how much was the: total amount billed for property taxes in 2009?
Include municipal and school taxes, special service charges and local improvements billed in 2009.

IF OP_Q030 = 0 Go to OP_Q030S

OP_Q030S
Please explain why no property taxes were paid.

OP_Q040
For dwellings owned and occupied in 2009, how much was the: total premiums paid in 2009 for homeowners' insurance covering fire, theft and other perils?

OP_Q050
For dwellings owned and occupied in 2009, how much was the: amount paid for condominium fees in 2009?
Include special levies.

OP_Q055
Which of the following services were included in the condominium  fees:
Interviewer: Mark all that apply

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

OP_Q060 
Were any of the expenses just mentioned (property taxes, homeowners insurance or condo fees) charged against income from business or from rooms rented out?

  • Yes
  • No (Go to OP_Q080)

OP_Q070
What amount was charged (against income from your businesses or income from rooms rented out)?
You can report this as an amount or as a percentage.

OP_Q071
Was this an amount or a percentage?

  • Amount
  • Percentage

OP_Q080
In 2009, how much did your household spend on: legal charges related to the dwellings? 
For example, title searches and mortgage registration fees.

OP_Q090
In 2009, how much did your household spend on: other expenses related to the dwellings, for example, surveying,appraisals, renewal fees and early renewal or closing penalties associated with mortgages?
Include pad rental fees for mobile homes.
Exclude expenses such as mortgage payments, renovations, repairs, rent, utilities, real estate commissions, land transfer  taxes, and land registration fees.

IF OP_Q090 > 0 Go to OP_Q090S

OP_Q090S
Interviewer: Specify.

Go To Block PS

Purchase and Sale of Owned Principal Residence (PS)

The next section refers to the purchase and sale of owned principal residence

PS_Q010
Did your household purchase a home in 2009?

  • Yes
  • No (Go to PS_Q050)

PS_Q020
Was this purchase made by a person who had never previously owned a dwelling which they occupied?

  • Yes
  • No

PS_Q030
What was the purchase price of your home?

Exclude adjustments to property taxes and fuel oil (record in Section OP – Owned Principal Residences and in Section UT – Utilities and Other Rented Accommodation).

PS_Q040 
How much was paid for land transfer taxes (Welcome Tax) and land registration fees?

PS_Q050
Did your household sell a home in 2009?

  • Yes
  • No (Go to Block MT)

PS_Q060
What was the selling price of your home?

PS_Q070
How much was paid for real estate commissions?

Go To Block MT

Mortgages on Owned Principal Residences (MT)

The next section refers to mortgages on owned principal residences.

Exclude mortgages on rental property, vacation homes, secondary residences and dwellings not occupied at any time in 2009.
Exclude all other loans (record in Section LO – Loans with Regular Payments).

MT_Q001
In 2009, did your household have any mortgages on dwellings which it owned and occupied?

  • Yes
  • No (Go to MT_Q370)

MT_Q010
In 2009, did your household make any regular payments on the mortgages?

  • Yes
  • No (Go to MT_Q070)

MT_Q020
What was the amount of your regular payment (#1)?
Exclude amounts pertaining to business, for example, part of a duplex.

MT_Q022
In 2009, how many of these payments were made?

MT_Q030
In 2009, were there any other regular payments made on mortgages?

  • Yes
  • No (Go to MT_Q070)

MT_Q040
What was the amount of this regular payment (#2)?
Exclude amounts pertaining to business, for example, part of a duplex.

MT_Q042
In 2009, how many of these payments were made?

MT_Q050
In 2009, were there any other regular payments made on mortgages?

  • Yes
  • No (Go to MT_Q070)

MT_Q060
What was the amount of this regular payment (#3)?
Exclude amounts pertaining to business, for example, part of a duplex.

Interviewer: If the household reports more than 3 different mortgage payments, enter the total payments here.

MT_Q062
In 2009, how many of these payments were made?

MT_Q070
In 2009, did your household make any irregular and lump sum payments on  your mortgage including payments made to close the mortgage?

  • Yes
  • No

MT_Q080
What was the amount of your irregular or lump sum payments (#1)?

MT_Q082
In 2009, how many of these payments were made?

MT_Q090
In 2009, did your household make any other irregular or lump sum payments on your mortgage including payments made to close the mortgage?

  • Yes
  • No (Go to MT_Q125)

MT_Q100
What was the amount of this irregular or lump sum payment (#2)?

MT_Q102
In 2009, how many of these payments were made?

MT_Q110
In 2009, did your household make any other irregular or lump sum payments on your mortgage including payments made to close the mortgage?

  • Yes
  • No (Go to MT_Q125)

MT_Q120
What was the amount of this irregular or lump sum payment (#3)?

Interviewer: If the household reports more than 3 different irregular or lump sum payments, enter the total payments here.

MT_Q122
In 2009, how many of these payments were made?

MT_Q125
What was the total premium paid in 2009 for mortgage life, loan, payment and/or disability insurance?

MT_Q130
Did the mortgage payments include: property taxes?

  • Yes
  • No

MT_Q140
Did the mortgage payments just reported include: premiums for mortgage life, loan, payment and/or disability insurance?

  • Yes
  • No

MT_Q160
In 2009, were any amounts borrowed?
Include any amounts borrowed if the mortgage was started in 2009 or amounts added if the mortgage was renewed in 2009.
Exclude any amounts pertaining to business, for example, part of a duplex.

  • Yes
  • No (Go to MT_Q240)

MT_Q170
What amount was added (#1)?

MT_Q175
In which month was this amount borrowed?

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q180
Were any other amounts added to your mortgage in 2009?

  • Yes
  • No (Go to MT_Q240)

MT_Q190
What amount was added (#2)?

In which month was this amount borrowed?

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q200
Were any other amounts added to your mortgage in 2009?

  • Yes
  • No (Go to MT_Q240)

MT_Q210
What amount was added (#3)?

MT_Q215
In which month was this amount borrowed?

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q220
Were any other amounts added to your mortgage in 2009?

  • Yes
  • No (Go to MT_Q240)

MT_Q230
What amount was added (#4)?
Interviewer: If the household reports more than 4 different amounts added, enter the total amounts here.

MT_Q235
In which month was this amount borrowed?
Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q240
What was the total interest paid on all mortgages in 2009?
Refer to mortgage statements from lenders, if possible.

MT_Q250
What was the total principal paid on all mortgages in 2009?
Refer to mortgage statements from lenders, if possible.

MT_Q260
Interviewer: Did the respondent refer to mortgage statements or electronic records to answer the total interest paid and the total principal paid questions?

  • Yes
  • No

MT_R002
We will now be asking balance, interest rate and term information for any mortgages with a balance owing on December 31, 2009.
Please start with the mortgage having the largest balance owing.

Interviewer:  Press any key and <Enter> to continue.

MT_Q270
Did your household have any mortgages with a balance owing on December 31, 2009?

  • Yes
  • No

MT_Q280
What was the total balance owing for this mortgage?
Where possible, report the balance owing on December 31, 2009. If not possible, report the balance owing on the anniversary date, or at the beginning or the end of the term. 
Exclude amounts owing on home equity lines of credit.

MT_Q290
In which of the following groups do you estimate your balance owing is for this mortgage? Was it:

Interviewer: Read categories to respondent.

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

MT_Q300
As of what date was this balance owing? Give month and year.

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q301
As of what date was this balance owing? Give month and year.
Interviewer: Specify year.

MT_Q310
What is the amortization period for the mortgage? That is, the total number of years over which you agreed to pay off the mortgage in full. Is it:

Interviewer: Read categories to respondent.

  • … less than 10 years
  • … 10-14 years
  • … 15-19 years
  • … 20-24 years
  • … 25 years
  • … 30 years
  • … 35 years
  • … 40 years
  • Other - Specify

MT_Q310S
What is the amortization period for the mortgage? That is, the total number of years over which you agreed to pay off the mortgage in full.

Interviewer: Specify.

MT_Q320
What is the current term of the mortgage? Is it:

Interviewer: Read categories to respondent.

  • … 6 months?
  • … 1 year?
  • … 2 years?
  • … 3 years?
  • … 4 years?
  • … 5 years?
  • … 7 years?
  • … 10 years?
  • Other terms - specify

MT_Q320S
What is the current term of the mortgage?

Interviewer: Specify.

MT_Q330
When was the start date of the current term? Give month and year.

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q331
When was the start date of the current term? Give month and year.

Interviewer: Specify year.

MT_Q340
In which month and year will you need to renew the mortgage?
Give month and year.

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q341
In which month and year will you need to renew the mortgage?
Give month and year.

Interviewer: Specify year.

MT_Q350
Was the interest rate fixed or variable?

Interviewer: Read categories to respondent.

  • Fixed rate (the interest rate remains the same over the term of the mortgage)
  • Variable rate (the interest rate changes over the term of the mortgage)

MT_Q360
What was the interest rate?

Interviewer: Record the interest rate as a percentage.
Remember to always show two numbers after the decimal (8.5% would be captured as 8.50; 10% would be captured as 10.00).

  • % (Percent)

MT_Q370
In 2009, did your household finance a dwelling it owned and occupied using an arrangement which was not a mortgage?

  • Yes
  • No

MT_Q380
What kind of financing was used? Was it:

Interviewer: Read categories to respondent. Mark all that apply.

  • ... a line of credit secured by the dwelling (home equity line)?
  • ... a line of credit secured by another asset (for example, a Guaranteed Investment Certificate (GIC))?
  • ... an unsecured line of credit?
  • ... an on-going all-in-one borrowing arrangement that allows the borrower to choose the amounts and types of borrowing (for example, mortgage, line of credit, personal loan)?
  • ... a personal loan?
  • Other - specify

MT_Q380S
What kind of financing was used?

Interviewer: Specify.

MT_Q390
On December 31, 2009, how much did your household owe on the home equity line of credit?

MT_Q400
In 2009, how much interest was paid on the home equity line of credit?

MT_Q410
In 2009, how much principal was paid on the home equity line of credit?

MT_Q420
In 2009, did your household owe more money on the home equity line of credit on January 1st or December 31st?

  • Owed more on January 1st
  • Owed more on December 31st
  • No difference

MT_Q430
How much more was owed on January 1st?

MT_Q440
How much more was owed on December 31st?

MT_Q450
In 2009, were there any other mortgages on dwellings which your household owned and occupied?

  • Yes
  • No

MT_Q480
What was the total balance owing for this mortgage?
Where possible, report the balance owing on December 31, 2009. If not possible, report the balance owing on the anniversary date, or at the beginning or the end of the term.

Exclude amounts owing on home equity lines of credit.

MT_Q490
In which of the following groups do you estimate your balance owing is for this mortgage? Was it:

Interviewer: Read categories to respondent.

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

MT_Q500
As of what date was this balance owing? Give month and year.

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q501
As of what date was this balance owing? Give month and year.

Interviewer: Specify year.

MT_Q510
What is the amortization period for the mortgage? That is, the total number of years over which you agreed to pay off the mortgage in full.

Interviewer: Read categories to respondent.

  • … less than 10 years
  • … 10-14 years
  • ... 15-19 years
  • … 20-24 years
  • ... 25 years
  • … 30 years
  • … 35 years
  • … 40 years
  • Other - Specify

MT_Q510S
What is the amortization period for the mortgage? That is, the total number of years over which you agreed to pay off the mortgage in full.

Interviewer: Specify.

MT_Q520
What is the current term of the mortgage? Is it:

Interviewer: Read categories to respondent.

  • ... 6 months?
  • ... 1 year?
  • ... 2 years?
  • ... 3 years?
  • ... 4 years?
  • ... 5 years?
  • ... 7 years?
  • ... 10 years?
  • Other terms - specify

MT_Q520S
What is the current term of the mortgage?

Interviewer: Specify.

MT_Q530
When was the start date of the current term? Give month and year.

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q531
When was the start date of the current term? Give month and year.

Interviewer: Specify year.

MT_Q540
In which month and year will you need to renew the mortgage?

Interviewer: Select the month.

If necessary, ask: (What is the month?)

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

MT_Q541
In which month and year will you need to renew the mortgage?

Interviewer: Specify year.

MT_Q550
Was the interest rate fixed or variable?

Interviewer: Read categories to respondent.

  • Fixed rate (the interest rate remains the same over the term of the mortgage)
  • Variable rate (the interest rate changes over the term of the mortgage).

MT_Q560
What was the interest rate?

Interviewer: Record the interest rate as a percentage. Remember to always show two numbers after the decimal (8.5% would be captured as 8.50; 10% would be captured as 10.00).

  • % (Percent)

MT_Q570
In 2009, did your household finance a dwelling it owned and occupied using an arrangement which was not a mortgage?

  • Yes
  • No

MT_Q580
What kind of financing was used? Was it:

Interviewer: Read categories to respondent. Mark all that apply.

  • a line of credit secured by the dwelling (home equity line)?
  • a line of credit secured by another asset (for example, a Guaranteed Investment Certificate (GIC))?
  • an unsecured line of credit?
  • an on-going all-in-one borrowing arrangement that  allows the  borrower to choose the amounts and types of borrowing (for example, mortgage, line of credit, personal loan)?
  • a personal loan?
  • Other - specify

MT_Q580S
What kind of financing was used?

Interviewer: Specify.

MT_Q590
On December 31, 2009, how much did your household owe on the home equity line of credit?

MT_Q600
In 2009, how much interest was paid on the home equity line of credit?

MT_Q610
In 2009, how much principal was paid on the home equity line of credit?

MT_Q620
In 2009, did your household owe more money on the home equity line of credit on January 1st or December 31st?

  • Owed more on January 1st
  • Owed more on December 31st
  • No difference

MT_Q630
How much more was owed on January 1st?

MT_Q640
How much more was owed on December 31st?

Go To Block RR

Improvements and Repairs of Owned Principal Residences (RR)

The next section refers to spending on Improvements and Repairs of owned principal residences.

Exclude expenses for vacation homes, secondary residences, rented principal residences and other properties.
Exclude expenses charged against business and rental income.
Exclude housekeeping costs, such as rug cleaning and snow removal.

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

RR_Q010
In 2009, how much did your household spend on:
… exterior additions or extensions, for example, garages, carports, porches, decks and sheds?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.

RR_Q014
In 2009, did your household have any expenses for roofs?

Exclude expenses that were already reported as a part of a large project such as an addition or extension (record in question RR_Q010).

  • Yes
  • No

RR_Q015
How much was spent for complete re-roofing – that is replacing all the shingles or complete re-tarring?

RR_Q016
How much was spent for fixing and maintaining the existing roof?

RR_Q019
In 2009, did your household have any expenses for eavestroughing?

  • Yes
  • No

RR_Q020 
How much was spent for installing or completely replacing eavestroughing?

RR_Q021
How much was spent for fixing and maintaining existing eavestroughing?

RR_Q024
In 2009, did your household have any expenses for exterior walls, siding, soffits, facia, chimneys and foundations?

  • Yes
  • No

RR_Q025
How much was spent for adding or completely replacing exterior walls, siding, soffits, facia, chimneys and foundations?
Exclude chimney cleaning (record in section HF – Household Furnishings and Equipment, question HF_Q540).

RR_Q026 
How much was spent for fixing and maintaining existing exterior walls, siding, soffits, facia, chimneys and foundations?
Exclude chimney cleaning (record in section HF – Household   Furnishings and Equipment, question HF_Q540).

RR_Q029
In 2009, did your household have any expenses for windows and exterior doors including garage doors?

  • Yes
  • No

RR_Q030 
How much was spent for adding or replacing windows and exterior doors including garage doors?

RR_Q031
How much was spent for fixing and maintaining existing windows and exterior doors, including garage doors?
Include replacing or repairing door knobs and locks.

RR_Q035
In 2009, did your household have any expenses for fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects such as installing a pond?

  • Yes
  • No

RR_Q036
How much was spent for installing or completely replacing fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and major landscaping projects such as installing a pond?
Include complete resodding, shrubs and trees.
Exclude hobby gardening (record in section HO - Home Operation).

RR_Q037
How much was spent for fixing and maintaining existing fences, driveways, patios, in-ground or above-ground swimming pools, hot tubs and ponds?

RR_Q040
In 2009, how much did your household spend on:
… exterior painting or staining, for example, painting or staining doors, garages, decks, porches or fences?

RR_Q045
In 2009, how much did your household spend on:
… septic systems and wells?
Include installation, replacement and repairs.
Do not include pumping services (record in Section UT – Utilities and Other Rented Accommodation, question UT_Q010).

RR_Q050 
This next set of questions is about money your household spent on work done to the inside of your dwelling(s) (owned principal residences).

In 2009, how much did your household spend on:
… interior additions or extensions, for example, additional rooms, bathrooms, kitchens, bedrooms, sunrooms?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.

RR_Q055
In 2009, how much did your household spend on:
… renovating/remodelling of rooms, for example, kitchen, bathroom, and bedrooms?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.

RR_Q060
In 2009, how much did your household spend on:
... finishing the basement?
Include all items purchased for the project, no matter how small the cost, such as, lumber, hardware, floor coverings, paint, wallpaper, electrical fixtures and wiring.
Include built-in appliances.
Exclude expenses that were already reported as a part of a large project such as an addition, extension or remodelling (record in RR_Q010, RR_Q050, RR_Q055).

RR_Q065 
In 2009, did your household have any expenses for a concrete basement floor?

  • Yes
  • No

RR_Q066
How much was spent for adding or completely replacing a concrete basement floor?

RR_Q067
How much was spent for fixing and maintaining an existing concrete basement floor?

RR_Q070
In 2009, how much did your household spend on:
… interior walls and ceilings, for example, plastering, drywall, paneling, tiling?

RR_Q075
In 2009, how much did your household spend on:
… interior painting and wallpapering?
Include patching or prepping the walls prior to painting or wallpapering.

RR_Q080
In 2009, did your household have any expenses for hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?

  • Yes
  • No

RR_Q081
How much was spent for installing or completely replacing hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?
Include underpadding.

RR_Q082 
How much was spent for fixing and maintaining existing hard surface flooring, such as tiling, linoleum and wood floors, and wall-to-wall carpeting?
Include re-varnishing hardwood floors.
Exclude carpet cleaning.

RR_Q085
In 2009, did your household have any expenses for interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors?

  • Yes
  • No

RR_Q086
How much was spent for adding or replacing interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors?

RR_Q087
How much was spent for fixing and maintaining interior doors, for example, closet doors, bedroom doors, bathroom doors, French doors, pocket doors?
Include replacing or repairing door knobs and door locks.

RR_Q090
In 2009, did your household have any expenses for plumbing fixtures and equipment, for example, faucets, sinks bathtubs, shower units, hot tubs, hot water tanks or water softeners?
Include service contracts.

RR_Q091
How much was spent for installing or completely replacing plumbing fixtures and equipment, for example, new faucets, sinks, bathtubs, shower units, hot tubs, hot water tanks or water softeners?

RR_Q092
How much was spent for fixing and maintaining existing plumbing fixtures and equipment, for example, faucets, sinks, bathtubs, shower units, hot tubs, toilet tanks, hoses, tubing, hot water tanks or water softeners?
Include service contracts

RR_Q095
In 2009, did your household have any expenses for heating and/or air conditioning equipment, for example, furnaces, fireplaces and oil tanks?
Include replacing furnace filters and service contracts.

  • Yes
  • No

RR_Q096
How much was spent on installing or completely replacing heating and/or air conditioning equipment, for example, new furnaces, fireplaces and oil tanks?

RR_Q097
How much was spent for fixing and maintaining existing heating and/or air conditioning equipment, for example, furnaces, fireplaces and oil tanks?
Include replacing furnace filters and service contracts.

RR_Q100
In 2009, did your household have any expenses for home security devices?

  • Yes
  • No

RR_Q101
How much was spent for installing, upgrading or completely replacing home security devices?
Exclude monitoring services

RR_Q102
How much was spent for fixing and maintaining existing home security devices?
Exclude monitoring services

RR_Q105
In 2009, how much did your household spend on:
... installing or completely replacing a central vacuum?
Exclude repairs

RR_R002
The next set of questions is about money your household spent on work done to the exterior and/or interior of your dwelling(s) (owned principal residences).

RR_Q110
In 2009, how much did your household spend on:
… caulking and weather-stripping, for example, around windows and doors?

RR_Q115
… insulation?

RR_Q118
… electrical fixtures and equipment such as wiring, electrical panel, ceiling fan, built-in ventilation fan, light fixtures, garage door opener, dimmer switches?

RR_Q120
Did your household spend money for any other work to improve or renovate your principal residences in 2009?
Include additions, replacements and new installations of any other equipment or fixtures.

RR_Q130
How much did your household spend for this improvement or renovation?

RR_Q130S
Interviewer: Specify.

RR_Q140
Did your household spend money for any other work to improve or renovate your principal residences in 2009?

  • Yes
  • No

RR_Q150
How much did your household spend for this improvement or renovation?

RR_Q150S
Interviewer: Specify.

RR_Q160
Did your household spend money for any other work to improve or renovate your principal residences in 2009?

  • Yes
  • No

RR_Q170
How much did your household spend for this improvement or renovation?

RR_Q170S
Interviewer: Specify.

RR_Q180
Your total expenditure for improvements was $ [ImpAlt_TempTot].

Of this amount how much did your household spend on:
… contract work or hired labour?
You can report this as an amount or a percentage.
Include the cost of materials if they were billed with the labour. 

RR_Q181
Was this an amount or a percentage?

  • Amount
  • Percentage

RR_Q300
Did your household do any other repairs or maintenance work on your principal residences in 2009?

  • Yes
  • No

RR_Q310
How much did your household spend for this repair or maintenance?

RR_Q310S
Interviewer: Specify.

RR_Q320
Did your household do any other repairs or maintenance work on your principal residences in 2009?

  • Yes
  • No

RR_Q330 
How much did your household spend for this repair or maintenance?

RR_Q330S
Interviewer: Specify.

RR_Q340 
Did your household do any other repairs or maintenance work on your principal residences in 2009?

  • Yes
  • No

RR_Q350
How much did your household spend for this repair or maintenance?

RR_Q350S
Interviewer: Specify.

RR_Q360
Your total expenditure for repairs and maintenance was $ [Repairs_TempTot].

Of this amount how much did your household spend on contract work or hired labour?  You can report this as an amount or a percentage.
Include the cost of materials if they were billed with the labour. 

RR_Q361
Was this an amount or a percentage?

  • Amount
  • Percentage

Rented Principal Residences (RN)

The next section refers to spending on rented principal residences.

Include expenses for principal residences that were occupied rent-free, that is, where no member owned the dwelling and no rent was charged.
Include any expenses that were made by members of your household for dwellings that were used as a principal residence but owned by someone who was not a member of the household.
Include any expenses for households whose usual place of residence is a hotel or boarding house.
Exclude rented vacation homes and accommodation while away at school or working away from home (record in Section UT – Utilities and Other Rented Accommodation, question UT_Q070).

RN_Q010
How many months in 2009 did any member of your household occupy a rented dwelling?

Interviewer: If none, enter “0“.  (Go To BlockUT)

RN_Q020 
What was the total amount of rent paid in 2009 (for the principal residences which were occupied in 2009)?
Include any part of the dwelling used for businesses or rented to others.
Include amounts paid on behalf of your household.
Include the property taxes paid by this household.

RN_Q030
In 2009, what additional amounts were paid to the landlord that were not included in the payments just reported, for example, security deposits?

RN_Q025
Which of the following services were included in the rental payments:

Interviewer: Mark all that apply

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

RN_Q040
In 2009, how much of the rent which you paid was returned to your household for any reason, for example, rent overpayment, return of security deposit?
Exclude provincial tax credits for rent paid and provincial or municipal rent allowances.

RN_Q060
Was your rent reduced in 2009 for any of the following reasons:

Interviewer:  If the principal residence was occupied rent-free mark question RN_Q060 as «2».

  • government subsidized housing?
    Include federal, provincial and municipal programs.
  • other reasons, for example, services to landlord and company housing?
  • No reduced rent?

RN_Q070
In 2009, how much did your household spend on: repairs and improvements of rented dwellings occupied in 2009?
Exclude amounts reimbursed by the landlord.

RN_Q080
In 2009, how much did your household spend on: tenants' insurance?

RN_Q090
In 2009, how much did your household spend on: parking at the place of residence?
Exclude any amount that was included in previous answers on rent expenses

RN_Q100 
In 2009, was any part of the rent expenses charged against income from businesses owned by the household members or income from rooms rented out?

  • Yes
  • No

RN_Q110
What amount was charged against income from your businesses or income from rooms rented out?  You can report this as an amount or as a percentage.

RN_Q111
Was this an amount or a percentage?

  • Amount
  • Percentage

Utilities and Other Rented Accommodations (UT)

The next section refers to utilities and other rented accommodations for both owners and renters.

Interviewer:  If anyone in of the household had expenses related to property owned by someone outside the household and:

  • if the property was not used as the household's principal residence or for business, then report these expenses as other accommodations (question UT_Q070).  For example: A household has used a vacation home owned by a parent and spent money on repairs and utilities.
  • if the property was used for farming or for other unincorporated business purposes, then deduct allowable expenses from gross income from self-employment when calculating net self-employment income. Report any capital cost allowances (depreciation) to your household business in Section UB – Unincorporated Business, question UB_Q060.

While answering the questions related to water, fuel and electricity:
Include fuel used for barbecues, fireplaces, etc.
Exclude expenses charged against businesses or rental income.
Exclude expenses for vacation homes and secondary residences (record in Section OS – Owned Secondary Residences and Other Accommodation, question OS_Q140).
Exclude camp fuels (record in Section RE – Recreation, Reading Materials and Education, question RE_Q110).

UT_Q010 
In 2009, how much did your household spend on: water and sewage charges not included in property tax bill, for example, pumping services?

UT_Q020
In 2009, how much did your household spend on: electricity

UT_Q030
In 2009, how much did your household spend on: natural gas (piped gas)?

UT_Q040
In 2009, how much did your household spend on: other fuel for heating and cooking, for example, oil, propane, wood?

UT_Q050
In 2009, how much did your household spend on: rental of heating equipment?

While answering the questions related to other rented accommodations:
Exclude expenses charged against business income and expenses that will be reimbursed.
Exclude expenses where accommodation was part of the package, for example, combined with transportation, food or entertainment (record in Section RT – Recreational Vehicles and Transportation Services – Package Trips, question RT_Q110).
Exclude meals purchased separately (record in Section FA – Food and Alcohol, question FA_Q080).
Exclude rent expenses for households whose usual place of residence is a hotel, boarding house, etc. (record in Section RN - Rented Principal Residences).

UT_Q060
In 2009, while away from home overnight or longer, how much did your household spend on: hotels and motels?

UT_Q070
In 2009, how much did your household spend on: other accommodations, such as vacation home rentals, campground fees, accommodations while away at school or working away from home?

UT_Q080
How much of the amount reported for the hotels, motels or any other rental accommodations was spent in this province?  You can report this as an amount or as a percentage.

IF UT_Q080 = 0, Go to Block OS

UT_Q081
Was this an amount or a percentage?

  • Amount
  • Percentage

Go To Block OS

Owned Secondary Residences and Other Properties (OS)

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

Interviewers:  These questions are asked of both owners and renters.

OS_Q010
In 2009, did anyone in your household own a vacation home or other secondary residence?
Include time-shares and properties outside of Canada.
Exclude moveable vacation homes, for example, trailers, motor homes, etc. (record in Section RV – Other recreational vehicles, Question RV_Q010).
Exclude expenses charged against business or rental income.

  • Yes
  • No (Go to OS_Q160)

OS_Q020
In 2009, did anyone in your household purchase a vacation home or other secondary residence?

  • Yes
  • No (Go to OS_Q040)

OS_Q030
What was the purchase price?

OS_Q040
In 2009, how much money was borrowed for expenses associated with this dwelling?
Include purchase as well as mortgage and other financial obligations.

OS_Q050
How much were the mortgage payments in 2009?
Exclude payments made at time of sale.

OS_Q060
In 2009, did anyone in your household sell any vacation home or other secondary residence?

  • Yes
  • No (Go to OS_Q100)

OS_Q070
What was the selling price?

OS_Q080
What was the net amount received from the sale?

Interviewer:  The net amount is the selling price less the amount paid on the outstanding mortgage and the real estate commissions.

OS_Q090
What were the real estate commissions?

OS_Q100
In 2009, how much did your household spend on: repairs and maintenance?

OS_Q110
In 2009, how much did your household spend on: improvements and alterations?

OS_Q120
In 2009, how much did your household spend on:
… property taxes and sewage charges?

OS_Q130
In 2009, how much did your household spend on:
… property insurance?

OS_Q140
In 2009, how much did your household spend on: Utilities, such as, electricity, water and fuel?

OS_Q150
In 2009, how much did your household spend on: other expenses associated with the property, for example, condominium charges, survey costs, legal fees, premiums for mortgage life, loan, payment or disability insurance?

OS_Q160
In 2009, did anyone in your household own any other property, such as, land, a vacant lot or vacant dwelling?
Exclude principal and secondary residences, rental or other business property, and farm property.

  • Yes
  • No (Go to Block HF)

OS_Q170
Were any of these properties purchased in 2009?

  • Yes
  • No (Go to OS_Q190)

OS_Q180
What was the purchase price?

OS_Q190
In 2009, how much money was borrowed for expenses associated with this other property (including purchase)?

OS_Q200
How much were the mortgage payments in 2009?
Exclude payments made at time of sale.

OS_Q210
In 2009, did anyone in your household sell any other property?

  • Yes
  • No (Go to OS_Q250)

OS_Q220
What was the selling price?

OS_Q230
What was the net amount received from the sale?
Interviewer:  The net amount is the selling price less the amount paid on the outstanding mortgage and real estate commissions.

OS_Q240
What were the real estate commissions?

OS_Q250
How much did your household spend on repairs and improvements to the property in 2009?
For example, servicing of land including utilities, roads, sewers.

OS_Q260
How much was spent in 2009 on other expenses associated with the property?
For example, property taxes, survey costs, appraisal fees, utilities.

Go To Block HF

Household Furnishings and Equipment (HF)

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

Include purchases for use in principal residences, vacation homes or in other accommodations.
Exclude expenses charged against business income.

Household Furnishings, Art and Antiques

HF_Q010
In 2009, how much did your household spend on: mattresses and furniture for indoor or outdoor use?
Include the cost of home-made or home-finished furnishings.
Exclude rentals (record in question HF_Q540).

HF_Q020
In 2009, how much did your household spend on: glass mirrors, mirror frames and picture frames?

HF_Q030
In 2009, how much did your household spend on: lamps and lampshades?
Exclude light fixtures (record in Section RR - Repairs and Improvements of Owned Principal Residences).

HF_Q040
In 2009, how much did your household spend on: rugs, mats and underpadding?
Exclude wall-to-wall carpeting (record in Section RR - Repairs and Improvements of Owned Principal Residences).

HF_Q050
In 2009, how much did your household spend on: window coverings, and household textiles?
For example, curtains, blinds, bedding, towels, tablecloths, cushions, bathroom accessories?
Include cloth material used to make household furnishings.

HF_Q060
In 2009, how much did your household spend on: works of art, carvings and other decorative ware?
For example, vases, candlesticks, figurines, wall hangings.

HF_Q070
In 2009, how much did your household spend on: antiques, for example, furniture and jewellery that are at least 100 years old?

HF_Q080
In 2009, how much did your household spend on: maintenance and repair of furniture, carpeting and household textiles?
Include cleaning of carpets and furniture.
Include re-upholstering of furniture.

Home Electronics and Communications Equipment – Audio, Video and Other Home Entertainment Equipment

HF_Q090
In 2009, how much did your household spend on:
...home theatre systems?

HF_Q100
In 2009, how much did your household spend on:
...portable audio equipment, for example, MP3 players, portable radios, etc. ?

HF_Q102
In 2009, how much did your household spend on:
...non-portable audio equipment?
Do not include home theatre systems.
Do not include portable audio equipment.

HF_Q104
In 2009, how much did your household spend on:
...Blu-ray players?
Do not include home theatre systems.

HF_Q106
In 2009, how much did your household spend on:
... CD players and DVD players?
Do not include home theatre systems.
Do not include Blu-ray players.

HF_Q108
In 2009, how much did your household spend on:
…televisions, video recorders and other television/video components?
Do not include home theatre systems.

HF_Q110
In 2009, how much did your household spend on: video game systems, accessories and video game cartridges?

HF_Q120
In 2009, how much did your household spend on: pre-recorded DVDs, CDs, video and audio cassette tapes, video discs and downloads of audio or video?

HF_Q130
In 2009, how much did your household spend on: blank video and audio cassette tapes, blank CDs, blank DVDs and diskettes?

HF_Q135
Earlier you reported you do not own a computer - did your household have any expenses for computer hardware, software, supplies or equipment during 2009?
Remember to include purchases made as gifts.

  • Yes
  • No (Go to HF_Q170)

Home Electronics and Communications Equipment – Computer Equipment

HF_Q140
In 2009, how much did your household spend on: computer hardware purchases?
For example, desktop computer systems, laptops, handhelds, peripherals and parts purchased separately, for example, monitors, keyboards, disk drives, printers, mouses.

HF_Q150
In 2009, how much did your household spend on: computer software purchases?
For example, operating systems, word processing, spreadsheets, utilities programs, pc-games and multimedia software.
Include downloaded software.

HF_Q160
In 2009, how much did your household spend on: computer supplies and other equipment?
For example, printer paper, printer cartridges, CD or diskette storage units.
Exclude blank CDs, DVDs, and diskettes (record in question HF_Q130).

Home Electronics and Communications Equipment – Communications Equipment

HF_Q170
In 2009, how much did your household spend on: purchase of telephones, cell phones, fax machines, answering machines, pagers or handheld text messaging devices?

Home Electronics and Communications Equipment – Communications Services

HF_Q180
In 2009, did your household pay for two or more of the following services as a package or ‘bundled services’: telephone, cell phone, cablevision, satellite TV, Internet or security systems?

  • Yes
  • No (Go to HF_Q190)

HF_Q181
Which services were included?

Interviewer: Mark all that apply.

  • … telephone land line (including long distance)?
  • … cell phone?
  • … cablevision?
  • … satellite TV?
  • … Internet access (including virus services)?
  • …security systems?
  • Other – Specify (Go to HF_Q181S)

HF_Q181S
Interviewer:  Specify

HF_Q181A
Can you provide the breakdown of the expenses?

  • Yes (Go to HF_Q190B)
  • No (Go to HF_Q182)

HF_Q182
What were your total expenses for these combined services?

HF_Q190 
In 2009, how much did your household spend on the following services (exclude any amounts already reported as a package or ‘bundled services’): telephone services?
Include land-line basic and enhanced feature service charges, long distance charges after discounts, installation, equipment rentals, calls from hotels and pay phones, and phone cards.
Exclude Internet charges (record in HF_Q230) and cell phone charges (record in HF_Q200).

HF_Q200
In 2009, in addition to these combined services, how much did your household spend on: cell phone, pager, and handheld text messaging services?

HF_Q210
In 2009, in addition to these combined services, how much did your household spend on: rental of cablevision services?
Include installation, service charges and pay TV.

HF_Q220
In 2009, in addition to these combined services, how much did your household spend on: rental of satellite TV and radio services?
Include installation, service charges and pay TV.

HF_Q230
In 2009, in addition to these combined services, how much did your household spend on: Internet access services?
Include regular dial-up, medium and high-speed telephone and cable access and any other access method.

HF_Q235
In 2009, how much did your household spend on: home security services?

HF_Q190B
In 2009, how much did your household spend on the following services (include all amounts whether they were paid separately or were part of a bundled service):
… telephone services?
Include land-line basic and enhanced feature service charges, long distance charges after discounts, installation, equipment rentals, calls from hotels and pay phones, and phone cards.
Exclude Internet charges (record in HF_Q230) and cell phone charges (record in HF_Q200).

HF_Q200B
In 2009, how much did your household spend on the following services (include amounts paid separately and those that were part of a bundled service: cell phone, pager, and handheld text messaging services?

HF_Q210B
In 2009, how much did your household spend on the following services (include both amounts paid separately or part of your  ‘bundled services’): rental of cablevision services?
Include installation, service charges and pay TV.

HF_Q220B
In 2009, how much did your household spend on the following services (include both amounts paid separately or part of your  ‘bundled services’): rental of satellite TV and radio services?
Include installation, service charges and pay TV.

HF_Q230B  In 2009, how much did your household spend on the following services (include both amounts paid separately or part of your  ‘bundled services’): Internet access services?
Include regular dial-up, medium and high-speed telephone and cable access and any other access method.

HF_Q235B
In 2009, how much did your household spend on the following services (include both amounts paid separately or part of your  ‘bundled services’): home security services?

HF_Q240
In 2009, how much did your household spend on: rental of DVDs, videotapes, videodiscs, and video games?

HF_Q250
In 2009, in addition to these combined services, how much did your household spend on: on-line services?
For example, subscriptions to Internet-based stock trading, information services, genealogy data bases, or other Internet-based services.
Exclude Internet versions of newspapers and magazines (record in Section RE – Recreation, Reading Materials and Education, questions RE_Q220 and RE_Q230).

HF_Q260
In 2009, in addition to these combined services, how much did your household spend on: maintenance and repair of audio, video, computer and communication equipment?
Include service contracts.

HF_Q270
In 2009, in addition to these combined services, how much did your household spend on: rental of audio, video, computer and communications equipment and other services related to home electronics equipment and supplies not reported elsewhere?
Exclude rental of telephones (record in question HF_Q190) and video games (record in question HF_Q240).

If HF_Q270 >0, Go to HF_Q270S

HF_Q270S
Interviewer:  Specify

Major Household Appliances

HF_Q285
In 2009, did your household make any purchases of any appliances (excluding central vacuums)?
For example, refrigerators, freezers, stoves, ovens, microwaves, dishwashers, washers, dryers, sewing machines,  vacuum cleaners, etc. 

  • Yes
  • No (Go to HF_Q360)

HF_Q290
In 2009, how much did your household spend on: refrigerators and freezers?

HF_Q300
In 2009, how much did your household spend on: microwave ovens?

HF_Q310
In 2009, how much did your household spend on: cooking equipment?
For example, stoves, ranges, convection ovens, barbecues.
Exclude electric grills (record in question HF_Q400).

HF_Q320
In 2009, how much did your household spend on: washers and dryers?

HF_Q330 
In 2009, how much did your household spend on: sewing machines, vacuum cleaners and other rug cleaning equipment?
Exclude central vacuums.

HF_Q350
In 2009, how much did your household spend on:
… dishwashers?

HF_Q360
In 2009, how much did your household spend on:
… room air conditioners, portable humidifiers and dehumidifiers?

HF_Q370
In 2009, how much did your household spend on: attachments and parts purchased separately for major household appliances?
Include vacuum cleaner bags.

HF_Q380
In 2009, how much did your household spend on: maintenance and repair of major household appliances?
Include service contracts.

HF_Q389
Did your household  sell any major household appliances?
Exclude appliances that were traded-in.

  • Yes
  • No (Go to HF_Q400)

HF_Q390
What was the total amount received in 2009?

Small Electrical Appliances

HF_Q400
In 2009, how much did your household spend on:
… electric food preparation appliances?
For example, toasters, coffee makers, kettles, processors, blenders, electric knives, bread makers, electric grills.

HF_Q410
In 2009, how much did your household spend on:
… electric hairstyling and personal care appliances?
For example, dryers, clippers, razors, vaporisers, heating pads.
Exclude butane and other non-electric hairstyling equipment (record in Section PH - Personal and Health Care, question PH_Q080).

HF_Q420
In 2009, how much did your household spend on: all other electric appliances and equipment?
For example, irons, floor polishers, fans, electric blankets, can openers, extension cords, portable electric space heaters, water dispensers, water coolers, built-in fans, light fixtures and garage door openers.

Equipment for Serving and Preparing Food

HF_Q430
In 2009, how much did your household spend on: cutlery, flatware and silverware?
Exclude disposable tableware (record in Section HO – Home Operation, question HO_Q175).

HF_Q440
In 2009, how much did your household spend on: non-electric kitchen and cooking equipment?
For example, tableware, pots, pans, mixing bowls, chopping boards, canisters, food keepers, spice racks, food choppers,
measuring cups.

HF_Q445
In 2009, did your household have any expenses for tools or equipment for lawn, garden or snow removal?
For example, lawn mowers, snow blowers, hoses, sprinklers, shovels and other garden tools.

  • Yes
  • No (Go to HF_Q470)

HF_Q450
In 2009, how much did your household spend on: power lawn, garden and snow removal equipment?
For example, mowers, tractors, snow blowers, tillers, hedge trimmers.

HF_Q460
In 2009, how much did your household spend on: all other lawn, garden and snow removal tools and equipment, attachments, accessories, parts purchased separately?
Include non-power lawn mowers, hoses, sprinklers, clippers, shovels, flower pots, stakes, sprayers, spreaders.
Exclude flowers and garden supplies (record in Section HO – Home Operation).

Workshop/Garage Tools and Equipment

HF_Q470
In 2009, how much did your household spend on: power tools and equipment?
For example, electric drills, circular saws, sanders, jigsaws, motors, pumps.

HF_Q480
In 2009, how much did your household spend on: all other tools, for example, ladders, hammers, screwdrivers, measuring tools, tool chests, workbenches, hand saws, soldering  irons, scissors, saw blades, drill bits?

Other Household Equipment

HF_Q490
In 2009, how much did your household spend on: non-electric cleaning equipment?
For example, brooms, mops, dish racks, paint rollers, pails, garbage cans.

HF_Q500
In 2009, how much did your household spend on: luggage?
For example, suitcases, briefcases, trunks, baby carriers.

HF_Q510
In 2009, how much did your household spend on:   home security equipment?
For example, portable smoke detectors, fire extinguishers, burglar alarms, padlocks, safes and security boxes, escape ladders.
Exclude security services (record in question HF_Q235) and built-in devices (record in Section RR - Repairs and Improvements of Owned Principal Residences, question RR_Q100).

HF_Q520
In 2009, how much did your household spend on: all other household equipment, parts and accessories, for example, clocks, timers, ironing boards, calculators, strollers, house decorations and artificial Christmas trees.
Include non-clinical thermometers, clothes lines, laundry baskets, drapery hardware, hangers, fireplace tools, flashlights and silk flowers.

Service Related to Household Equipment

HF_Q530
In 2009, how much did your household spend on: maintenance and repair of household equipment not previously reported?
Exclude major home appliances and home entertainment equipment.

HF_Q540
In 2009, how much did your household spend on: all other services related to household furnishings and equipment?
For example, the making of keys and draperies, the installation of stoves and draperies, rental of household furnishings, appliances and equipment.
Exclude rental of home entertainment equipment (record in Section HF – Household Furnishings and Equipment, question HF_Q270).

Go To Block HO

Home Operation (HO)

The next section refers to home operation.

HO_Q010
In 2009, how much did your household spend on: postage stamps and other postal and delivery services?
Include registered mail, special delivery mail, post office boxes, telegrams, couriers, fax services and parcel delivery.

HO_Q015
In 2009, did your household have any expenses for child care (including expenses made for someone else’s children)?
Include day care and occasional babysitting inside or outside your home.
Exclude children's camps, for example, day camps, summer camps (record in Section RE- Recreation, Reading Materials and Education, Recreation Services, question RE_Q200).

  • Yes
  • No (Go to HO_Q050)

HO_Q020 
In 2009, how much did your household spend on: day care centres?

HO_Q030
In 2009, how much did your household spend on: other child care outside the home?
Exclude children's camps, for example, day camps, summer camps (record in Section RE- Recreation, Reading Materials and Education, Recreation Services, question RE_Q200).

HO_Q040
In 2009, how much did your household spend on: child care in the home?

HO_Q050 
In 2009, how much did your household spend on: expenses for domestic help?
For example, housekeepers, cleaners, house-sitters?

Home and Garden Services

HO_Q060
In 2009, how much did your household spend on: horticultural services, snow and garbage removal?
For example, groundskeeping, planting, pruning, tree removal, spraying, consulting services, soil and plant testing, landscape design services?

HO_Q070
In 2009, how much did your household spend on: nursery and greenhouse stock, cut flowers, floral arrangements and decorative plants?
Include shrubs, trees, bulbs, seeds, sod, real Christmas trees, dried arrangements, funeral, wedding and other fresh flower arrangements.

Flowers and Garden Supplies

HO_Q080
In 2009, how much did your household spend on: fertilizers,  herbicides,  pesticides, soils and soil conditioners?

HO_Q085
Did your household have any pet expenses in 2009?
For example, pet food, bird seed, purchases of pets, pet-related goods, veterinarian services, kennels, grooming.

  • Yes
  • No (Go to HO_Q130)

HO_Q090
In 2009, how much did your household spend on: pet food?
Include birdseed.

HO_Q100
In 2009, how much did your household spend on: purchase of pets and pet-related goods?
For example, leashes, litter, collars, aquariums, grooming equipment and doghouses?

HO_Q120
In 2009, how much did your household spend on: veterinarian services and kennels, grooming and other pet- related services?

HO_Q130
In 2009, how much did your household spend on: laundry and dry-cleaning services?
Include diaper service.

HO_Q140
In 2009, how much did your household spend on: coin-operated washers and dryers, and self-service dry-cleaning?

Household Supplies

HO_Q150
In 2009, how much did your household spend on: detergent and other soap?
For example, laundry detergent, liquid detergent and automatic dishwasher detergent?

HO_Q155
In 2009, how much did your household spend on: other household cleaning supplies, for example, cleaners, waxes, bleach, fabric softeners, oven cleaners and drain cleaners?

HO_Q160
In 2009, how much did your household spend on: stationery supplies?
For example, giftwrap, greeting cards, writing paper, pens, markers, binders, tape?
Exclude school supplies (record in Section RE- Recreation, Reading Materials and Education, Education, questions RE_Q290 and RE_Q320).

HO_Q170
In 2009, how much did your household spend on: other paper supplies, for example, facial tissue, paper towels, and paper napkins?

HO_Q175
In 2009, how much did your household spend on: plastic and foil supplies, for example, waxed paper, foil and plastic wraps, disposable plates and cutlery and garbage bags?

HO_Q180
In 2009, how much did your household spend on:  other household supplies, for example, light bulbs, dry cell batteries, candles, water softener salt, ice, road salt, adhesives, string, lawn mower gas?

Go To Block FA

Food and Alcohol (FA)

The next section refers to your food and alcohol purchases.

FA_Q010
In 2009, how much did your household spend on food purchased from any types of stores, farmer stalls and home delivery?
Exclude non-food items bought with your groceries.
Exclude bulk purchases of food for canning, freezing, etc. (record in question FA_Q030).
Exclude food purchases made while away from home overnight or longer (record in question FA_Q050).

Interviewer:
To get an annual expenditure, it may help to consider how much the regular grocery shopping is, how many times in a month the grocery shopping is done, and how much is for non-food items.

Remember to include food purchases at supermarkets, convenience stores, specialty stores, farmer’s stalls and any other type of stores.

FA_Q030
What additional amounts did your household spend on: bulk food purchases, for example, meat in excess of 25 kg (55 lb.), bulk quantities of produce for freezing?
Include charges for cutting, wrapping and freezing.

FA_Q040
What additional amounts did your household spend on: prepared food and non-alcoholic beverages for parties or weddings not already reported?

FA_Q050
What additional amounts did your household spend on: food and non-alcoholic beverages purchased from stores while away from home overnight or longer?

FA_Q060
How much did your household spend on alcoholic beverages purchased from stores?
For example, liquor stores, beer stores, wine stores, grocery stores.
Exclude non-alcoholic beer and wine (record in question  FA_Q010).

FA_Q070
How much did your household spend on supplies and fees for self-made beer, wine or liquor?

FA_Q080
How much did your household spend on meals and snacks?
Include purchases in restaurants, drive-ins, cafeterias, take-outs, canteens, catering in restaurants and hotels.
Exclude alcoholic beverages (record in question FA_Q100).

FA_Q090
What amount was spent in this province?
You can report this as an amount or as a percentage.

If FA_Q090 = 0 or NonResponse, Go To FA_Q100

FA_Q091
Was this an amount or a percentage? 

  • Amount
  • Percentage

FA_Q100
How much did your household spend on alcoholic beverages purchased and consumed in bars, cocktail lounges and restaurants?
Include all taxes and tips.

If FA_Q100 = 0 or NonResponse, Go To FA_Q120

FA_Q110
What amount was spent in this province?
You can report this as an amount or a percentage.

FA_Q111
Was this an amount or a percentage?

  • Amount
  • Percentage

FA_Q120
How much board did your household pay to other private households: for day board and children's lunches?
Exclude board paid while away from home overnight or longer (record in question FA_Q130).
Exclude child care expenses (already reported in the Home Operation Section).

FA_Q130
How much board did your household pay to other private households: while away from home overnight or longer?

Go To Block CF

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

The next section refers to spending on clothing for women and girls 4 years and over on December 31, 2009.

Include all items purchased for present or future use.
Exclude purchases for unborn children (report in CG_Q030).
Exclude gifts of clothing, footwear, accessories and jewellery for
Persons who were not household members (record in Section CG - Clothing - Gifts of Clothing, question CG_Q010).

Interviewer:  Ask all detailed questions (CF_Q010 to CF_Q045) for each person. The question (CF_Q050) should be used to record the total amount spent for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures

CF_Q010
In 2009, how much did [Member’s first name] spend on: clothing, for example, outerwear, suits, dresses, skirts, slacks, sweaters, sleepwear, sportswear, specialized clothing, hosiery?
Exclude footwear and accessories.

CF_Q020
In 2009, how much did [Member’s first name] spend on: athletic footwear including running shoes?

CF_Q025
In 2009, how much did [Member’s first name] spend on: other footwear, for example, shoes, sandals, boots and slippers?

CF_Q030
In 2009, how much did [Member’s first name] spend on: accessories, for example, gloves, hats, mitts, purses, umbrellas?

CF_Q040
In 2009, how much did [Member’s first name] spend on: watches?

CF_Q045
In 2009, how much did [Member’s first name] spend on: Other jewellery?

CF_Q050
What was the total amount spent on clothing for [Member’s first name]?

Go To Block CM

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

The next section refers to spending on clothing for men and boys 4 years and over on December 31, 2009.

Include all items purchased for present or future use.
Include sales taxes.
Exclude purchases for unborn children (report in CG_Q030).
Exclude gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG - Clothing - Gifts of Clothing, question CG_Q020).

Interviewer: Ask all detailed questions (CM_Q010 to CM_Q045) for each person. The question (CM_Q050) should be used to record the total amount for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures

CM_Q010
In 2009, how much did [Member’s first name] spend on: Clothing, for example, outerwear, suits, pants, shirts, sweaters, socks, sleepwear, sportswear.
Exclude footwear and accessories.

CM_Q020
In 2009, how much did [Member’s first name] spend on: athletic footwear including running shoes?

CM_Q025
In 2009, how much did [Member’s first name] spend on: other footwear, for example, shoes, sandals, boots and slippers?

CM_Q030
In 2009, how much did [Member’s first name] spend on: accessories, for example, gloves, hats, ties, belts, wallets, umbrellas?

CM_Q040
In 2009, how much did [Member’s first name] spend on: watches?

CM_Q045
In 2009, how much did [Member’s first name] spend on: other jewellery?

CM_Q050
What was the total amount spent on clothing for [Member’s first name]?

Go To Block CC

Clothing for children under 4 years of age (CC)

The next section refers to spending on clothing for children under 4 years on December 31, 2009.

Include all items purchased for present or future use.
Include sales taxes.
Exclude purchases for unborn children (report in CG_Q030)
Exclude gifts of clothing, footwear, accessories and jewellery for persons who were not household members (record in Section CG -Clothing - Gifts of Clothing, question CG_Q030).

Interviewer:  Ask all detailed questions (CC_Q010 to CC_Q030) for each person. The  question (CC_Q040) should be used to record the total amount for clothing expenditures for each person when the respondent cannot provide detailed clothing expenditures.

CC_Q010
In 2009, how much was spent on: Outerwear, daywear, sleepwear, and cloth diapers?

CC_Q020
In 2009, how much was spent on: Disposable diapers?

CC_Q030 
In 2009, how much was spent on: Footwear, for example, shoes, sandals, boots, slippers?

CC_Q040
What was the total amount spent on clothing for this person?

Go To Block CG

Clothing (CG)

The next section refers to purchases of gifts of clothing for people who were not members of your household and spending on clothing materials and services.

CG_Q010
In 2009, how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household: for women and girls who were 4 years and over on December 31, 2009?

CG_Q020
In 2009, how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household: for men and boys who were 4 years and over on December 31, 2009?  

CG_Q030
In 2009, how much did your household spend to purchase gifts of clothing, footwear, accessories or jewellery for people who were not members of your household: for children who were under 4 years on December 31, 2009?
Include purchases for unborn children.

CG_Q040
In 2009, how much did your household spend on:
… clothing material, yarn, thread and other notions?
Exclude craft yarn (record in Section RE – Recreation, Reading Materials and Education - Other Recreation Equipment, question RE_Q070) and cloth for curtains, draperies and furnishings (record in Section HF - Household Furnishings and Equipment – Household Furnishings, Art and Antiques, question HF_Q050).

CG_Q060
In 2009, how much did your household spend on: other clothing services for example, dressmaking, tailoring, clothing storage, rental of clothing and costumes, engraving of jewellery, and maintenance, repair and alteration of clothing, footwear, watches and jewellery?
Exclude laundry and dry cleaning (record in Section HO – Home Operation – Cleaning Services, questions HO_Q130 or HO_Q140).

Go To Block PH

Personal and Health Care (PH)

The next section refers to spending on personal and health care.

PH_Q010
In 2009, how much did your household spend on: hair grooming services?
Include washing, cutting, styling, perming and colouring of hair.
Include tips.

PH_Q020
In 2009, how much did your household spend on: other personal care services?
Include hair removal, manicures, facials and tanning salons.
Include tips.

PH_Q030
In 2009, how much did your household spend on: hair care products?
For example, shampoos, conditioners, rinses, sprays, mousses, gels, home permanents and dyes.

PH_Q040
In 2009, how much did your household spend on: makeup, skin care and manicure products?

PH_Q050
In 2009, how much did your household spend on: fragrance products?
For example, perfume, cologne, body powders and pre-shave and after-shave products.

PH_Q060
In 2009, how much did your household spend on: personal deodorants and bar or liquid soap, shaving cream, sunscreen and suntan lotions, insect repellents, depilatory products, body and foot powders and other toiletry preparations?

PH_Q070
In 2009, how much did your household spend on: oral hygiene products?
For example, toothpaste, dental floss, mouthwash, denture cleaner and adhesives.

PH_Q080
In 2009, how much did your household spend on: personal care supplies and equipment, for example, brushes, wigs, hair scissors, razors, razor blades?
Include butane hairstyling equipment.
Exclude electric equipment (record in Section HF- Household Furnishings and Equipment, question HF_Q410).

PH_Q090
In 2009, how much did your household spend on premiums for: provincially or territorially administered hospital, medical and drug plans?

PH_Q100
In 2009, how much did your household spend on premiums for: private health insurance plans?
Include supplementary coverage to public hospital and medical plans for example, cost upgrades for private or semi-private beds, drugs, extended health benefit packages, drug plans, out-of-country or visitors' benefits.

PH_Q110 
In 2009, how much did your household spend on premiums for: dental plans sold as separate policies?

PH_Q120
In 2009, how much did your household spend on premiums for: accident or disability insurance?

For the remaining questions include direct costs incurred by household members for all personal health care received.
Include amounts not covered by insurance such as exclusions, deductibles and expenses over limits.
Exclude payments for which you have been or will be reimbursed.

PH_Q130
In 2009, what were the direct costs to members of your household for: prescription eye wear, for example, contact lenses, eyeglasses, insurance on lenses?

PH_Q140
In 2009, what were the direct costs to members of your household for: other eye care goods, for example, non-prescription eye wear, eyeglass cases, supplies for contact lenses?

PH_Q150
In 2009, what were the direct costs to members of your household for: eye care services, for example, eye exams, eye surgery, laser surgery?

PH_Q160
In 2009, what were the direct costs to members of your household for: dental services and orthodontic and periodontal procedures?
For example, examinations, cleanings, fillings, extractions, x-rays, root canals, fittings and prescriptions for dentures.

PH_Q170
In 2009, what were the direct costs to members of your household for: physicians' care?
Include general practitioners and specialists.

PH_Q180
In 2009, what were the direct costs to members of your household for: hospital care, nursing homes, and other residential health care facilities?
Include all charges, for example, telephone, TV rentals, etc.

PH_Q190
In 2009, what were the direct costs to members of your household for: health care practitioners in the home, for example, nurses, attendant care, physiotherapists?

PH_Q200
In 2009, what were the direct costs to members of your household for: other health care practitioners, for example, nurses, therapists, chiropractors, osteopaths, podiatrists, physiotherapists, homeopaths and naturopaths?

PH_Q210
In 2009, what were the direct costs to members of your household for: other medical services, for example weight control programs, quit-smoking programs, ambulances, rental of medical equipment, laboratory services?

PH_Q220
In 2009, what were the direct costs to members of your household for: prescribed medicines, drugs and pharmaceutical products?

PH_Q230
In 2009, what were the direct costs to members of your household for: non-prescribed medicines, drugs and pharmaceutical products, for example, headache or pain remedies, herbal and homeopathic remedies, vitamins?

PH_Q240
In 2009, what were the direct costs to members of your household for: health care supplies and goods, for example, first aid kits, bandages, hearing aids, thermometers, wheelchairs and other appliances, bathroom scales, elastic hosiery?

Go To Block AT

Automobiles and trucks (AT)

The next section refers to spending on automobiles and trucks.

AT_Q010
In 2009, did anyone in your household own, lease or operate a car, van or truck and use it completely or partially for private use?
Exclude rented vehicles (record in Section VE – Vehicle Expenses, question VE_Q030).

  • Yes
  • No (Go to Block VE)

Maximum of 10 vehicles

AT_Q020
Please list all cars, vans or trucks (that anyone in your household owned, leased or operated during 2009, completely or partially for private use).

Interviewer: Enter the make, model or any other  description used by the respondent.

AT_Q030
Which of the following best describes this vehicle?  Is it:

  • a car?
  • a van/mini-van?
  • a truck/sport utility vehicle?

AT_Q040
When you bought or leased this vehicle, was it new or used?

  • New
  • Used

AT_Q050
Did anyone in your household buy this vehicle in 2009?

  • Yes
  • No (Go to AT_Q070)

AT_Q055
Was this vehicle purchased from:

  • a dealer?
  • a private household?

AT_Q060
What was the purchase price after the trade-in allowance was deducted for this vehicle?
Include all sales taxes.

AT_Q070
Was this vehicle being leased by a member of your household in 2009?

  • Yes
  • No(Go to AT_Q100)

AT_Q080
What were the total regular leasing cost paid by your household in 2009?
Exclude operating costs and any other amounts charged to business.

AT_Q090
What were the other leasing cost paid by your household in 2009?
Include down payment and closing costs.
Exclude any amounts charged to business.

AT_Q100
What was the status of this vehicle on December 31, 2009?  Was it?

  • Owned? (Go to AT_Q130)
  • Leased?  (Go to AT_Q130)
  • Return to lessor? (Go to AT_Q130)
  • Sold separately or traded-in on lease? (Go to AT_Q110)
  • Traded-in on purchase? (Go to AT_Q120)
  • Owned/leased by non-household member? (Go to AT_Q130)
  • Other - Specify

If AT_Q100 = 7, go to AT_Q100S, then to AT_Q110, and skip AT_Q120.

AT_Q100S
Interviewer:  Specify

AT_Q110
What was the net amount received?
Exclude any amount paid to business.

AT_Q120
What was the vehicle’s trade-in value?

AT_Q130
In 2009, how much did your household spend on: gas and other fuels, for example, diesel fuel, propane?

AT_Q140
In 2009, how much did your household spend on:
…accessories and attachements, for example, alarm systems, car starters, radios including satellite, CD players, block and other heaters, car top carriers, seat covers?

AT_Q145
In 2009, how much did your household spend on:
... car seats or booster seats for children?

AT_Q150
In 2009, how much did your household spend on:
… tires, batteries and other automotive parts and supplies that were purchased separately, for example, mufflers, spark plugs, oil, antifreeze?

AT_Q160
In 2009, how much did your household spend on:
… maintenance and repair expenses, for example, oil changes, tune-ups, brakes, maintenance and body work?
Include emission tests.
Include repairs to other parties' vehicles which were paid by household members.
Exclude amounts paid by insurance or by persons who were not members of your household.

AT_Q170
In 2009, how much did your household spend on:
… vehicle registration fees?
Include insurance that is paid with registration fees.

AT_Q180
In 2009, how much did your household spend on:
… vehicle insurance premiums?
Exclude insurance that is paid with registration fees (record in AT_Q170).

AT_Q190
In 2009, how much did your household spend on:
… parking costs, for example, at work, at school, park-ride and parking meters?
Exclude parking at place of residence for renters (record in Section RN – Rented Principal Residences, question RN_Q090).

AT_Q195
Description of vehicle:  [AT_Q020]
In 2009, how much did your household spend on:
… vehicle security and communication services?
Include private and business use.

AT_Q200
In 2009, how much did your household spend on:
Other operation services, for example, auto association fees, towing, toll and bridge fees?

IF AT_Q130 to AT_Q200 >0 (or NonResponse) Go To AT_Q210
Else Go To AT_Q229

AT_Q210
Were any of these operating expenses charged to business or reimbursed?

  • Yes
  • No (Go to AT_Q229)

AT_Q220
What amount was charged to business or reimbursed? 
You can report this as an amount or as a percentage.
Exclude leasing fees charged tobusiness.

AT_Q221
Was this an amount or a percentage?

  • Amount
  • Percentage

AT_Q229
Were there any repair jobs covered by insurance?

  • Yes
  • No  (Go to Block VE)

AT_Q230
What was the value of these repair jobs?

Go to Block VE

Vehicle Expenses (VE)

The next section refers to spending on other vehicle-related expenses.

VE_Q010
In 2009, how much did your household spend on:
… drivers' licences and tests?
Report government insurance if included.

VE_Q020
In 2009, how much did your household spend on:
… driving lessons?

VE_Q030
In 2009, how much did your household spend on:
… rental fees for cars, trucks or vans?
Include mileage, insurance charges, taxes and drop-off fees.
Exclude any expenses charged to business.

VE_Q040 
In 2009, how much did your household spend on:
… gas and other fuels for rented cars, trucks or vans?

VE_Q050
In 2009, how much did your household spend on:
… other expenses for rented cars, trucks or vans, for example, toll fees, parking, repairs?

Go To Block TR

Transportation (TR)

The next section refers to spending on recreational vehicles and transportation services.

Bicycles

TR_Q010 
In 2009, how much did your household spend on:
… the purchase of bicycles, parts and accessories?
Exclude children's bicycles with wheels under 35 centimeters (14 inches) (record in Section RE – Recreation, Reading Materials and Education, question RE_Q080).

TR_Q020
In 2009, how much did your household spend on:
… bicycle maintenance and repairs?

Rented or Leased Recreational Vehicles

TR_Q030
In 2009, how much were your household's total expenses for rented or leased recreational vehicles, such as, all-terrain vehicles, boats or canoes, snowmobiles, motorcycles, etc.?

Transportation Services

TR_Q040
In 2009, how much did your household spend on transportation by:
… city or commuter bus, subway, streetcar or commuter train?
Exclude expenses charged to business.
Exclude package trips (record in question TR_Q120).

TR_Q050
In 2009, how much did your household spend on transportation by:
… taxi?
Include tips.

TR_Q060
In 2009, how much did your household spend on transportation by:
… airplane?

TR_Q070
In 2009, how much did your household spend on transportation by:
… train?
Include sleeping cars.

TR_Q080
In 2009, how much did your household spend on transportation by:
… highway bus?

TR_Q090
In 2009, how much did your household spend on transportation by:
… other local passenger transportation, for example, carpooling, airport bus, limousine service, ferry service?

TR_Q095
In 2009, how much did your household spend on transportation by:
… other inter-city passenger transportation services, for example, sightseeing tours, travel insurance, ferry and other water transportation, carpooling?

TR_Q100
In 2009, how much did your household spend on moving,  storage and delivery services?

TR_Q110
In 2009, did any member of your household take a trip that included a package?  (The package must have been organized in advance. The cost of two or more components of the trip  must have been combined. 
For example, transportation and accommodation, accommodation with food and beverages.)
Exclude package trips to be taken after 2009 even if deposits were made in 2009  (record in Section CA – Change in Assets, question CA_Q031).

TR_Q120
What was the cost of the package trips (taken by your household in 2009)?

Go To Block RV

Recreational Vehicles (RV)

The next section refers to spending on recreational vehicles.

RV_Q010
In 2009, did anyone in your household own or operate a recreational vehicle, such as all-terrain vehicle, boat or canoe, snowmobile, motorcycle, etc. and use it completely or partially for private use?
Exclude rented or leased vehicles (record in Section TR – Transportation, question TR_Q030).

  • Yes
  • No (Go to Block RE)

Maximum of 10 recreational  vehicles

RV_Q020
Please list all recreational vehicles that anyone in your household owned or operated and used completely or partially for private use..

Interviewer: Enter the make, model or any other description used by the respondent.

RV_Q030
Interviewer:  If necessary, ask:

Which of the following best describes this recreational vehicle?  Is it:

  • a motorcycle?
  • a snowmobile?
  • a tent trailer?
  • a travel trailer?
  • a truck camper?
  • a boat or canoe?
  • an outboard motor, a personal watercraft?
  • a motor home?
  • an all-terrain vehicle?
  • Other, for example, a utility trailer, an aircraft? (Go to RV_Q030S)

RV_Q030S
Interviewer:  Specify

RV_Q035
Did anyone in your household buy this recreational vehicle in 2009?

  • Yes
  • No (Go to RV_Q050)

RV_Q040
What was the price after the trade-in allowance was deducted?
Include all sales taxes.

RV_Q050
In 2009, how much did your household spend on the following operating expenses: accessories, attachments, supplies and parts purchased separately for maintenance and repair?

RV_Q060
In 2009, how much did your household spend on the following operating expenses: gasoline, diesel fuel, etc.?
Exclude fuels for cooking, heating, etc. (record in Section RE - Recreation, Reading Materials and Education, question RE_Q110).

RV_Q070
In 2009, how much did your household spend on the following operating expenses: maintenance and repair jobs not covered by insurance?

RV_Q080
In 2009, how much did your household spend on the following operating expenses: vehicle insurance premiums paid for in 2009?

RV_Q090
In 2009, how much did your household spend on the following operating expenses: registration fees and licences paid for in 2009?

RV_Q100
In 2009, how much did your household spend on the following operating expenses: other expenses, for example, parking, hangar and airport fees, mooring and boat storage, harbour dues?

RV_Q110
Were any of the operating expenses charged to business

  • Yes
  • No (Go to RV_Q129)

RV_Q120
What amount was charged to business?  You can report this as an amount or as a percentage.

RV_Q121
Was this an amount or a percentage?

  • Amount
  • Percentage

RV_Q129
Was this vehicle sold in 2009?

  • Yes
  • No (Go to Block_RE)

RV_Q130
What was the net amount received?

Go To Block RE

Recreation, Reading Materials and Education (RE)

The next section refers to spending related to recreation, reading materials and education.

RE_Q010
In 2009, how much did your household spend on: sports and athletic equipment?
Include equipment for golf, racquet sports, ice skating, skiing, fishing, home exercise and other sporting and athletic equipment and accessories.
Exclude athletic/running shoes (record in Clothing Section).
Exclude rentals (record in question RE_Q120).

RE_Q020
In 2009, how much did your household spend on: camping and picnic equipment and accessories?
For example, tents, backpacks, sleeping bags, camp stoves, lanterns, coolers, mattresses, utensils.
Include attachments and parts.
Exclude barbecues and electric grills (record in Section HF –  Household Furnishings and Equipment, questions HF_Q310 and HF_Q400).

RE_Q025
In 2009, did your household have any expenses for any types of cameras or for photographic accessories or services?
For example digital cameras, memory cards, docking ports, lenses, tripods, projectors, albums, darkroom supplies, photographic film, school pictures, passport photos, binoculars, telescopes and microscopes.

  • Yes
  • No (Go to  RE_Q060)

RE_Q030
In 2009, how much did your household spend on: digital cameras and accessories?
For example, memory cards, docking ports?

RE_Q040
In 2009, how much did your household spend on: other cameras, camera parts, attachments and accessories, optical equipment, photographic film and any other photographic goods?
Include lenses, tripods, projectors, albums, darkroom supplies.
Include binoculars, telescopes and microscopes.
Exclude video cameras (record in Section HF – Household Furnishings and Equipment, questions HF_Q100 and HF_Q130).

RE_Q050
In 2009, how much did your household spend on: photographers' services?
For example, film processing, extra prints enlargements, processing of digital images, passport photos and school pictures?

RE_Q060
In 2009, how much did your household spend on: musical instruments, parts and accessories, for example, pianos and guitars?
Exclude sheet music (record in question RE_Q250).

RE_Q065
In 2009, did your household have any expenses for other recreation equipment such as artists and craft material, toys, games, playground equipment, wading pool, collectors’ items, rental or repairs of recreation equipment, supplies for pools, hunting or fishing?

  • Yes
  • No (Go to  RE_Q125)

RE_Q070 
In 2009, how much did your household spend on: artists' materials, handicraft or hobbycraft kits and materials, yarn for crafts? Exclude school supplies (record in questions RE_Q290 and RE_Q320).

RE_Q080
In 2009, how much did your household spend on: toys and other games?
Include children's vehicles and bicycles with wheels under  35 centimeters (14 inches).

RE_Q090
In 2009, how much did your household spend on: swings, slides and other playground equipment, wading pools, pool covers, vacuum heads and other accessories for swimming pools?
Exclude pool chemicals (record in question RE_Q110).

RE_Q100
In 2009, how much did your household spend on: collectors' items, for example, stamps, coins?
Exclude works of art and antiques (record in Section HF – Household Furnishings and Equipment, questions HF_Q060 and HF_Q070).

RE_Q110
In 2009, how much did your household spend on: parts and supplies for recreation equipment, for example, camp fuels, ski  wax, pool chemicals, ammunition, bait?

RE_Q120
In 2009, how much did your household spend on: rental, maintenance and repair of recreation, sports, fitness equipment, photographic equipment, and musical instruments?

RE_Q125
In 2009, did your household have any expenses for admissions to movies, live performing arts or sporting events, admissions to museums, zoos, ice shows, craft shows, fairs and festivals?

  • Yes
  • No (Go to  RE_Q170)

RE_Q130
In 2009, how much did your household spend on admissions to:
… movie theatres?

RE_Q140
In 2009, how much did your household spend on admissions to: live performing arts events, for example, plays, concerts, dance performances?

RE_Q150
In 2009, how much did your household spend on admissions to: museums, historic sites, zoos, heritage facilities, ice shows, craft shows, fairs, festivals, and other activities and venues?

RE_Q160
In 2009, how much did your household spend on admissions to: live sports events?

RE_Q170
In 2009, how much did your household spend on: fees for coin-operated and carnival games, for example, pinball, video games?
Exclude slot machines and video lottery terminals which allow you to win money (record in Section TM – Tobacco and Miscellaneous, question TM_Q130).

RE_Q180
In 2009, how much did your household spend on: fees for sports activities, sports and recreation facilities and health clubs?
Include single usage fees and membership fees and dues.

RE_Q200
In 2009, how much did your household spend on: children's camps, for example, day camps, summer camps?

RE_Q210
In 2009, how much did your household spend on: other recreational services, for example, fishing and hunting licenses and guide service, party planning, rental of sports facilities?

RE_Q215
In 2009, did your household have any expenses for any reading materials such as newspapers, magazines, books, maps, posters or for services such as photocopying services, library charges or announcements, etc.?

  • Yes
  • No (Go to  RE_Q265)

RE_Q220
In 2009, how much did your household spend on: newspapers?
Include Internet subscriptions, and electronic and audio versions.

RE_Q230
In 2009, how much did your household spend on: magazines and periodicals?

RE_Q240
In 2009, how much did your household spend on: books and pamphlets?
Exclude school books (record in questions RE_Q280 and   RE_Q310).
Include Internet subscriptions, and electronic and audio versions.

RE_Q250
In 2009, how much did your household spend on: maps, sheet music and other printed matter, for example, posters, globes?
Include Internet subscriptions, and electronic and audio versions.

RE_Q260
In 2009, how much did your household spend on: services, for example, photocopying services, library charges, book rentals, bookbinding, advertisements, announcements?
Include Internet subscriptions, and electronic and audio versions.

RE_Q265
In 2009, did your household have any expenses for tuition fees, books or supplies for kindergarten, elementary, secondary school, college or university or for any specialized courses such as music, dance, sport, crafts, etc.?

  • Yes
  • No (Go to Block TM)

For the following questions include special and private schools.
Exclude day care expenses (record in Section HO – Home Operation, question HO_Q020).
Exclude lodging expenses (record in Section UT – Utilities and Other Rented Accommodation, question UT_Q070).

RE_Q270
In 2009, how much did your household spend on kindergarten, nursery school, elementary or secondary school: tuition fees?

RE_Q280
In 2009, how much did your household spend on kindergarten, nursery school, elementary or secondary school: books?

RE_Q290
In 2009, how much did your household spend on kindergarten, nursery school, elementary or secondary school: supplies?

RE_Q300
In 2009, how much did your household spend on post-secondary education, for example, university, trade, professional courses for: tuition fees?

RE_Q310
In 2009, how much did your household spend on post-secondary education, for example, university, trade, professional courses for: books?

RE_Q315 
Of this amount how much was for new books? You can report this as an amount or a percentage.

RE_Q316
Was this an amount or a percentage?

  • Amount
  • Percentage

RE_Q320
In 2009, how much did your household spend on post-secondary education, for example, university, trade, professional courses for: supplies?

RE_Q330
In 2009, how much did your household spend on: other courses and lessons, for example, music, dancing, sports, crafts?
Exclude driving lessons (record in Section VE – Vehicle Expenses, question VE_Q020).

RE_Q340
In 2009, how much did your household spend on: other educational services, for example, tutoring, rental of  books and equipment?

RE_Q340S 
Interviewer: Specify.

Go To Block TM

Tobacco and Miscellaneous (TM)

The next section refers to tobacco and miscellaneous expenses.

TM_Q010
In 2009, how much did your household spend on: Cigarettes

TM_Q020
In 2009, how much did your household spend on: other tobacco products and smokers' supplies?
For example, cigars and similar products, tobacco, matches, pipes, lighters, ashtrays.

Miscellaneous Expenses

TM_Q030
In 2009, how much did your household spend on the following financial services: service charges for banks and other financial institutions?
Include safety deposit box charges.

TM_Q040
In 2009, how much did your household spend on the following financial services: stock and bond commissions?

TM_Q050
In 2009, how much did your household spend on the following financial services: administration fees for brokers and others?

TM_Q060
In 2009, how much did your household spend on the following financial services: any other financial services, for example, financial planning, tax preparation or advice, accounting services?

TM_Q070
In 2009, how much did your household spend on: government-run lotteries?

TM_Q080
In 2009, how much did your household spend on: bingos?

TM_Q090
In 2009, how much did your household spend on: non-government lotteries, raffle tickets and other games of chance?

TM_Q100
In 2009, how much did your household spend on: casinos, slot machines and video lottery terminals?

TM_Q110
In 2009, how much were your household's WINNINGS from: government-run lotteries purchased by yourself or given to you as a gift?

TM_Q120
In 2009, how much were your household's WINNINGS from: bingos paid by yourself or given to you as a gift?

TM_Q130
In 2009, how much were your household's WINNINGS from: non-government lotteries, raffle tickets and other games of chance paid by yourself or given to you as a gift?

TM_Q140
In 2009, how much were your household's WINNINGS from: casinos, slot machines and video lottery terminals paid by yourself or given to you as a gift?

TM_Q150
In 2009, what expenses did your household have for:  fines, loss of deposits, and money lost or stolen?

TM_Q160
In 2009, how much did your household spend on: contributions and dues for social clubs, co-operatives, political and fraternal organizations and alumni associations?
Exclude charitable organizations (record in Section TX – Personal Taxes, Security and Money Gifts, question TX_Q140).
Exclude sports activities (record in Section RE –  Recreation, Reading Materials and Education, question RE_Q180).

TM_Q170
In 2009, how much did your household spend on: tools and equipment purchased for work by wage or salaried workers?
Exclude items reported previously.

TM_Q180
In 2009, how much did your household spend on: legal services not related to dwellings?
Exclude legal services related to house purchase, sale, etc. (record in Section OP - Owned Principal Residences, question OP_Q080).

TM_Q190
In 2009, how much did your household spend on:  funeral services, cemetery plots and upkeep, and tombstones?
Exclude pre-paid funerals (record in Section CA – Change in Assets, question CA_Q031).
Exclude flowers (record in Section HO – Home Operation, question HO_Q070).

TM_Q200
In 2009, how much did your household spend on: government services, for example, passports, birth certificates, citizenship, visas, marriage licenses?
Exclude vehicle registrations and drivers' licences (record in Section AT - Automobiles and Trucks, question AT_Q170 or Section VE – Vehicle Expenses, question VE_Q010).

TM_Q210 
In 2009, how much did your household spend on: wholesale/retail memberships?

TM_Q220
In 2009, how much did your household spend on: any other goods not yet reported?

If TM_Q220 >0, go to TM_Q220S

TM_Q220S 
Interviewer: Specify.

TM_Q230 
In 2009, how much did your household spend on: any other services not yet reported for example, rental of halls?

If TM_Q230 >0, go to TM_Q230S.

TM_Q230S 
Interviewer: Specify.

The following questions are asked to obtain details on how purchases were made by the household in 2009.

TM_Q240
In 2009, how much did your household spend on goods and services purchased outside Canada?

TM_Q250
In 2009, did your household purchase any goods or services through direct sales?
For example, the Internet; mail order companies; catalogue sales; infomercials or other television offers; book, music or video clubs; door-to-door salespeople.

  • Yes
  • No (Go to  Block IN)

TM_Q260
Did your household purchase: food and beverages (through direct sales)?

  • Yes
  • No

TM_Q270
Did your household purchase: books, newspapers and magazines (through direct sales)?

  • Yes
  • No

TM_Q280 
Did your household purchase:
… clothing, cosmetics and jewellery (through direct sales)?

  • Yes
  • No

TM_Q290
Did your household purchase: home entertainment products, for example, CDs, audio equipment, computers through direct sales?

  • Yes
  • No

TM_Q300
Did your household purchase: other products, for example, appliances, cleaners, toys, crafts, greenhouse or nursery products through direct sales?

  • Yes
  • No

TM_Q310
Did your household purchase: travel services through direct sales?

  • Yes
  • No

TM_Q320 
Did your household purchase: other services through direct sales?

  • Yes (Go to TM_Q320S)
  • No (Go to TM_Q330)

TM_Q320S 
Interviewer: Specify.

TM_Q330
In 2009, how much did your household spend on goods or services purchased through: direct sales over the Internet?

TM_Q340
In 2009, how much did your household spend on goods or services purchased through: other types of direct sales?

Go To Block IN

Personal Income (IN)

The next section refers to the income for members 15 years or over on December 31, 2009.

Interviewer: Amounts for persons 14 years or under (born after 1994) should be reported in a parent's column.

Ask all detailed questions (IN_Q010 to IN_Q140) for each person. Question IN_Q150 should be used to record the total amount for income for each person when the respondent cannot provide detailed income.

Maximum of 20 members

IN_Q010
In 2009, how many weeks did you work:
… full-time, including holidays or sick leave with pay?

  • Yes
  • No
  • DK , RF

IN_Q020
In 2009, how many weeks did you work:
… part-time, including holidays with pay?

  • Yes
  • No
  • DK , RF

IN_Q030
For 2009, what was your income from:
… paid employment?
Include total wages and salaries including commissions, tips, bonuses, taxable benefits, research grants, royalties, before deductions.

IN_Q040
For 2009, what was [member’s first name]'s income from:
… self-employment ? (gross receipts minus expenses)
Include net farm income including grants and subsidies under farm-support programs, marketing board payments, gross insurance proceeds.
Include net non-farm income from unincorporated business, professional practice, including net income from roomers and boarders (non-relatives).

The following questions concern income from government.

IN_Q050
For 2009, what was [member’s first name]'s income from: child benefits, for example, child tax benefits, family allowances (federal, provincial and territorial)?

IN_Q060
For 2009, what was [member’s first name]'s income from: Old Age Security Pension, Guaranteed Income Supplement, Allowance and Allowance for the Survivor from federal government only?
Exclude provincial income supplements (report in question IN_Q090).

IN_Q070
For 2009, what was [member’s first name]'s income from: benefits from Canada or Quebec Pension Plan?
Report all regular payments for pension, disability and all other type of regular payments.

IN_Q080
For 2009, what was [member’s first name]'s income from: benefits from Employment Insurance or the Quebec Parental Insurance Plan
Include total benefits before tax deductions.

IN_Q090
For 2009, what was [member’s first name]'s income from: other government sources, for example, provincial income supplements and grants, GST / QST / HST credit, provincial tax credits, workers' compensation, veterans' pensions, social assistance?

If IN_Q090 >0 or NonResponse, Go To IN_Q090S

IN_Q090S
Interviewer: Specify

IN_Q100
For 2009, what was [member’s first name]'s income from: Personal Income Tax Refunds?

The following questions concern “Other income”.

IN_Q110
For 2009, what was [member’s first name]'s income from: dividends, interest on bonds, deposits, savings certificates, and other investment income, for example, net rents from real estate, interest from mortgages?
Exclude capital gains/losses.

IN_Q120
For 2009, what was [member’s first name]'s income from: retirement pensions, superannuation, and annuities including those from RRSP s and RRIF s?
Exclude withdrawals from a RRSP (record in Section CA – Change in Assets, question CA_Q050).

IN_Q130
For 2009, what was [member’s first name]'s income from: other money income, for example, alimony, child support, other support from outside the household, non-refundable scholarships, bursaries, fellowships, severance pay, retirement allowances, income maintenance insurance plan payments, other income from outside Canada?

If IN_Q130 >0 or NonResponse, Go To IN_Q130S

IN_Q130S
Interviewer: Specify.

IN_Q140
For 2009, what was [member’s first name]'s income from: other receipts, for example, money gifts received from persons outside your household, cash inheritances and life insurance settlements?

If IN_Q140 >0 or NonResponse, Go To IN_Q140S

IN_Q140S
Interviewer: Specify.

IN_Q150
What was the total amount of income for [member’s first name]?

Go To Block TX

Personal Taxes, Security and Money Gifts (TX)

The next section refers to the personal taxes, security and money gifts for persons 15 years and over on December 31, 2009.

Interviewer: Amounts for persons 14 years and under (born after 1994) should be reported in a parent's column.

TX_Q010
In 2009, how much did [member’s first name] pay for: income tax on 2009 income?
Exclude taxes paid in 2010 on 2009 income.

TX_Q020
In 2009, how much did [member’s first name] pay for: income tax on income for years prior to 2009?
Include taxes paid in 2009 on income earned in 2008 or earlier.

TX_Q030
In 2009, how much did [member’s first name] pay for: other personal taxes, for example, gift tax?

If TX_Q030 >0 or NonResponse, Go To TX_Q030S

TX_Q030S 
Interviewer: Specify.

The following questions are concerning security and employment-related
payments.
Exclude RRSP contributions (record in question CA_Q040).

TX_Q040 
In 2009, how much did [member’s first name] pay for: premiums on life, term and endowment insurance?

TX_Q050
In 2009, how much did [member’s first name] pay for: annuity contracts and transfers to RRIF s?

TX_Q060
In 2009, how much did [member’s first name] pay for: deductions from pay for employment insurance (EI) and Quebec parental insurance (QPIP)?

TX_Q070
In 2009, how much did [member’s first name] pay for: government retirement or pension fund, including federal, provincial and municipal government funds?

TX_Q080 
In 2009, how much did [member’s first name] pay for: Canada/Quebec pension plan?

TX_Q090
In 2009, how much did [member’s first name] pay for: other retirement or pension funds?
Exclude RRSP contributions (record in question CA_Q040).

TX_Q100
In 2009, how much did [member’s first name] pay for: dues to unions and professional associations?

TX_Q110
In 2009, how much did [member’s first name] pay for support payments to a former spouse or partner?
Include alimony, separation allowance or child support.

The following questions concern money gifts, contributions and other support payments to persons who were not household members.

TX_Q120
In 2009, how much did [member’s first name] spend on: money gifts given to persons living in Canada?
Exclude support payments just reported.

TX_Q130 
In 2009, how much did [member’s first name] spend on: money gifts given to persons living outside Canada?
Exclude support payments just reported.

TX_Q140
In 2009, how much did [member’s first name] spend on charitable contributions to: religious organizations?

TX_Q150 
In 2009, how much did [member’s first name] spend on charitable contributions to: other charitable organizations?
For example, workplace charitable campaigns, Heart fund, Cancer society.

Go To Block CA

Change in Assets (CA)

The next section refers to changes in assets.

Report answers as a total of the information reported by individual household members. 

This information is used to complete the household budget and to balance revenues and expenditures.  We need to know the changes in assets over the year – we do not need the amount of assets.

CA_Q010
In 2009, was there an increase or decrease in cash held in accounts in banks, trust or loan companies, and cash on hand?
Include guaranteed investment certificates ( GICs ).
Exclude RRSP s (record in question CA_Q040 or CA_Q050).

  • Yes, an increase (Go to CA_Q011)
  • Yes, a decrease (Go to CA_Q012)
  • No change/Not applicable (Go to CA_Q020)

CA_Q011
What was the net increase?

CA_Q012
What was the net decrease?

CA_Q020
In 2009, was there an increase or decrease in money owed to your household by persons outside your household?
Exclude interest received (record in Section IN – Personal Income, question IN_Q110).

  • Yes, an increase (Go to CA_Q021)
  • Yes, a decrease (Go to CA_Q022)
  • No change/Not applicable (Go to CA_Q030)

CA_Q021 
What was the net increase?

CA_Q022
What was the net decrease?

CA_Q030
In 2009, was there an increase or decrease in money deposited as a pledge against future purchases of goods and services?

  • Yes, an increase (Go to CA_Q031)
  • Yes, a decrease (Go to CA_Q032)
  • No change/Not applicable (Go to CA_Q040)

CA_Q031
What was the net increase?

CA_Q032
What was the net decrease?

CA_Q040
In 2009, how much did your household contribute to Registered Retirement Savings Plans (RRSPs)?

CA_Q050
In 2009, how much did your household withdraw from Registered Retirement Savings Plans (RRSPs)?

CA_Q060
In 2009, how much did your household contribute to Registered Education Savings Plans (RESPs)?

CA_Q070
In 2009, how much did your household withdraw from Registered Education Savings Plans (RESPs)?

CA_Q080
In 2009, what was the value of your household's: purchases of savings bonds, other bonds, Treasury bills and other securities?

CA_Q090
In 2009, what was the value of your household's: sales of savings bonds, other bonds, Treasury bills and other securities?
Exclude interest received on sales (record in Section IN – Personal Income, question IN_Q110).

CA_Q100
In 2009, what was the value of your household's: purchases of stock, mutual funds and shares in investment clubs?

CA_Q110
In 2009, what was the value of your household's: sales of stock, mutual funds and shares in investment clubs?
Exclude interest received on sales (record in Section IN – Personal Income, question IN_Q110).

CA_Q120
In 2009, what was the value of your household's: sales of personal property not traded in on new items in 2009?
Include items sold at auctions, yard sales and garage sales.
Exclude sales of appliances and vehicles (record in Sections HF- Household Facilities and Equipment, AT – Automobiles and Trucks, and RV – Recreational Vehicles).

Go To Block UB

Unincorporated Business (UB)

The next section refers to your household investments in unincorporated business.

UB_Q010
In 2009, did anyone in your household have investments in unincorporated businesses, professional practices, farms or rental properties?
Include major improvements, for example, land improvements.
Include your household’s share in the case of partnerships.

  • Yes
  • No (Go to Block LO)

UB_Q020
In 2009, how much was:
… repaid on the principal of your mortgages or loans?
Include all lump-sum payments.

UB_Q030
In 2009, how much was: paid to purchase assets for the business?
Include computers, machinery, trucks, cars, buildings and other income-earning properties.

UB_Q040 
In 2009, how much was: borrowed for the business or farm?
Include mortgages and loans.

UB_Q050
In 2009, how much was: received after commissions from the sale of business assets?
Include computers, machinery, trucks, cars, buildings and other income-earning properties.

UB_Q060
In 2009, how much was: estimated for capital cost allowance (depreciation) in the determination of net income from self-employment?

UB_Q070
In 2009, was there an increase or decrease in accounts receivable?
For example, amount owed to the respondent by their customers.

  • Yes, an increase (Go to UB_Q071)
  • Yes, a decrease (Go to UB_Q072)
  • No change/Not applicable (Go to UB_Q080)

UB_Q071 
What was the net increase?

UB_Q072 
What was the net decrease?

UB_Q080
In 2009, was there an increase or decrease in accounts payable?
For example, amount owed by the respondent to his suppliers and has not been paid yet.

  • Yes, an increase (Go to UB_Q081)
  • Yes, a decrease (Go to UB_Q082)
  • No change/Not applicable (Go to Block LO).

UB_Q081 
What was the net increase?

UB_Q082
What was the net decrease?

Go To Block LO

Loans with Regular Payments (LO)

The next section refers to loans with regular payments.

Include student loans only if repayment has begun (if not, record in section MO – Other Monies owed).
Include loans (other than student loans) received in 2009 for which payment does not begin until after 2009.
Exclude lines of credit, credit cards and accounts, and any outstanding bills (record in section MO – Other Monies Owed).
Exclude mortgages and loans on property (record in Sections MT, OS and UB) and loans pertaining completely to business (record in Section UB).

LO_Q010
In 2009, did your household have any loans with regular payments?

  • Yes
  • No (Go to Block MO)

LO_Q020
Please list all loans your household had in 2009?

Interviewer:  Enter the loan description used by the respondent, for example, vehicle, recreational vehicle, student, consolidation of debts, furniture/appliances, renovations.

LO_Q030
Was this loan taken out in 2009?

  • Yes
  • No (Go to LO_Q050)

LO_Q040 
What was the amount of this loan?

LO_Q050 
Was there any additional amount borrowed in 2009 on this loan?

  • Yes
  • No (Go to LO_Q070)

LO_Q060 
What was the additional amount?

LO_Q070
How much were the total payments made on this loan in 2009?
Include lump-sum payments.

Go To Block MO

Other Monies Owed (MO)

The next section refers to other monies owed by your household.

Exclude home equity lines of credit.
Exclude money owed or paid in connection with business or mortgage on property.

MO_Q010
In 2009, did your household owe more money on other loans from financial institutions on January 1st or December 31st?
Include lines of credit and student loans that are not yet being repaid.

  • Owed more on January 1st (Go to MO_Q011)
  • Owed more on December 31st (Go to MO_Q012)
  • No difference (Go to MO_Q020)
  • No other loans from financial institutions (Go to MO_Q030

MO_Q011
How much more was owed on January 1st?

MO_Q012
How much more was owed on December 31st?

MO_Q020
In 2009, what was the amount of interest charged on the loans from financial institutions?

MO_Q030
In 2009, did your household owe more on credit cards from financial institutions on January 1 or December 31?

  • Owed more on January 1st (Go to MO_Q031)
  • Owed more on December 31st (Go to MO_Q032)
  • No difference (Go to MO_Q040)
  • No other loans from financial institutions (Go to MO_Q050)

MO_Q031
How much more was owed on January 1st?

MO_Q032
How much more was owed on December 31st?

MO_Q040
In 2009, what was the amount of interest charged on the credit cards from financial institutions?

MO_Q050
In 2009, did your household owe more on credit cards and other debts with stores, service stations and other retail establishments on January 1st or December 31st?
Include all revolving budget accounts.

  • Owed more on January 1st (Go to MO_Q051)
  • Owed more on December 31st (Go to MO_Q052)
  • No difference (Go to MO_Q060)
  • No other loans from financial institutions (Go to MO_Q070)

MO_Q051
How much more was owed on January 1st?

MO_Q052
How much more was owed on December 31st?

MO_Q060
In 2009, what was the amount of interest charged on the credit cards and other debts with stores, service stations and other retail establishments?

MO_Q070
In 2009, did your household owe more for unpaid bills (for example, rents, taxes and hospital bills) on January 1st or December 31st?

  • Owed more on January 1st (Go to MO_Q071)
  • Owed more on December 31st (Go to MO_Q072)
  • No difference (Go to MO_Q080)
  • No other loans from financial institutions (Go to MO_Q090)

MO_Q071 
How much more was owed on January 1st?

MO_Q072 
How much more was owed on December 31st?

MO_Q080
In 2009, what was the amount of interest charged on rents, taxes and other bills, for example, hospital bills?

MO_Q090
In 2009, did anyone in your household borrow money through a pay day loan?

  • Yes
  • No

Go To Block SC

Statistics Canada (SC)

SC_R001
Interviewer:  If it will be necessary to call-back the respondent to collect additional information, choose <1>, otherwise, choose  <2> to continue.

  • Call-back  Go to SC_R002
  • Continue

SC_R002 
Interviewer:  Exit (<F10>) the case now, and assign an In-progress code.

If SC_R001 = 1, then go to END_BLOCK

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

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

  • Yes
  • No
  • Not sure

Go To Block SUMMARY

Summary (SU)

SU_SO
Interviewer:  This is the end of the interview.  If necessary, please return to make any necessary updates, or enter <1> to continue.  Automatic edits may appear which will require follow-up with the respondent.  Otherwise, the case will be finalized.

CAI_SO
Interviewer: This is the end of the component. Return to previously answered questions to make any necessary corrections, or select <Exit> to exit the component.

  • Exit

Exit (EX)

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

  • In-Progress
  • Final

OC_N02
Interviewer: Assign the appropriate in-progress outcome code.

  • Incorrect phone number
  • Phone number not in service
  • Fast busy signal / strange noise / dead silence / fax machine
  • No one home / No answer
  • Regular busy signal
  • Answering machine or service – no message left
  • Answering machine or service – message left
  • Call screened / blocked / forwarded
  • Interview prevented due to weather conditions
  • Interview requested in other official language
  • Language barrier (not official language)
  • Suspended / interrupted
  • Soft appointment; call-back required
  • Hard appointment; call-back required
  • Verification of survey requested
  • Request for interview by another Interviewer
  • Refusal
  • Refusal first follow-up
  • Refusal second follow-up
  • Unusual / special circumstances
  • Threat to safety
  • Interview prevented due to respondent’s mental or physical condition
  • Incomplete case

Go To LQ_Q01

OC_N03
Interviewer: Assign the appropriate final outcome code.

  • No contact
  • Interview prevented due to weather conditions
  • Absent for duration of survey
  • Interview requested in other official language
  • Language barrier (not official language)
  • Outside of sample
  • Dwelling demolished
  • Dwelling under construction / renovation
  • Dwelling vacant
  • Collective dwelling
  • Seasonal or secondary dwelling
  • Residents not eligible
  • Out of balance
  • Refusal (Go to OC_N04)
  • Refusal first follow-up (Go to OC_N04)
  • Refusal second follow-up (Go to OC_N04)
  • Unusual / special circumstances (Go to OC_N05)
  • Threat to safety
  • Interview prevented due to respondent’s mental or physical condition
  • Incomplete case

Go To LQ_Q01

OC_N04
Interviewer: Record the reason for the refusal.

  • Dangerous / rude attitude
  • Won't answer the door
  • Not interested / doesn't want to participate
  • Doesn't want to be disturbed
  • Doesn't have the time
  • Against the government or Statistics Canada
  • Doesn't believe in or want to hear about statistics
  • Doesn't believe in or want to hear about surveys
  • Recently completed a survey (doesn't want to again)
  • Doesn't believe the info is secure (confidentiality)
  • Doesn't want to give personal information
  • Says not obligated / wants legal proof
  • Can get info somewhere else (e.g., Revenue Canada)
  • Adamant refusal (no reason, e.g., shuts the door or hangs up the phone)
  • Doesn't want to continue the survey (no more follow-ups)
  • Same household, refusal maintained (for follow-ups only)
  • Why me? Tells you to choose someone else
  • Other – Specify (Go to OC_N04S)

OC_N04S
Interviewer:  Specify.

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

  • Illness or death in family
  • Recovering from natural disaster
  • Other – Specify (Go to OC_N05S)

OC_N05S
Interviewer:  Specify.

Living Quarters (LQ)

LQ_Q01
Is there another set of living quarters within this structure?

  • Yes (Go to LQ_N02)
  • No (Go to TY_R01)

LQ_N02
Interviewer:  Remember to verify the cluster list and add one or more multiples if necessary.  Press <Enter> to continue.

Thank You (TY)

TY_R01
Thank you for your participation in the Survey of Household Spending.

CAI_SO
Interviewer: This is the end of the component. Return to previously answered questions to make any necessary corrections, or select <Exit> to exit the component.

  • Exit

END

Unified Enterprise Survey - Annual

5-3600-11.3 STC/UES-425-75120

Reporting Guide

This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.The confidentiality provisions of the Statistics Act are not affected by either the Access to information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

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

Help Line: 1-800-972-9692

Table of contents

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

B - Main business activity

1. Please describe the nature of your business.

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

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

Below is a description of each main activity.

Passenger car rental (without driver)

This industry comprises business units primarily engaged in renting out passenger cars without drivers, generally for short periods of time.

Exclude:

  • renting or leasing passenger cars, hearses,
    with drivers;
  • leasing passenger cars without drivers, generally for long periods of time (please see Passenger
    car leasing (without driver) below).

Passenger car leasing (without driver)

This industry comprises business units primarily engaged in leasing passenger cars without drivers, generally for long periods of time.

Exclude:

  • retailing passenger cars through sales or lease arrangements;
  • renting or leasing passenger cars, hearses,
    with drivers;
  • leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
  • renting passenger cars without drivers generally for short periods of time (please see Passenger car rental (without driver) above).

Truck, bus, utility trailer and RV (recreational vehicle) rental and leasing (without driver)

This industry comprises business units primarily engaged in renting out or leasing trucks, truck tractors, buses, semi-trailers, utility trailers and RVs (recreational vehicles), without drivers.

Include:

  • renting/leasing modular space.

Exclude:

  • renting or leasing industrial trucks, such as forklifts, materials handling equipment, farm tractors and other industrial equipment;
  • retailing vehicles commonly referred to as RVs through sales or lease arrangements;
  • leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
  • renting or leasing mobile home sites;
  • renting recreational goods, such as pleasure boats, canoes, motorcycles, mopeds or bicycles.

If none of the above activities describes your main source of revenue, please call 1- 800-972-9692for further instructions.

4. Is this business unit engaged in sales financing?

(yes - no)

Sales financing

Sales financing business units lend money to consumers and businesses for the purchase of goods and services, using a contractual instalment sales agreement, often either directly from, or through arrangements with, dealers of the products.

Include:

  • acceptance companies of motor vehicle manufacturers and heavy equipment manufacturers;
  • business units engaged in the purchase of instalment and credit card receivables.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.

A detailed breakdown may be requested in other sections.

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

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

Include:

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

Exclude:

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

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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

4. Investment income (dividends and interest)

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

Include interest from:

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

Exclude:

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

5. Other revenue (please specify)

Include:

  • amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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

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

Include:

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

Exclude:

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

2. Employer portion of employee benefits

Include contributions to:

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

3. Commissions paid to non-employees

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

Include:

  • commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

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

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

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

Include:

  • hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

  • parent company reimbursement expenses and interdivisional expenses.

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

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

Include:

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

Exclude:

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

8. Office supplies

Include:

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

Exclude:

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

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

Include:

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

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

Include expenses for the repair and maintenance of:

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

Also include janitorial and cleaning services and garbage removal.

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

Include:

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

Insurance recovery income should be deducted from insurance expenses.

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

Include:

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

13. Travel, meals and entertainment

Include:

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

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

Include:

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

Exclude:

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

15. Property and business taxes, licences and permits

Include:

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

16. Royalties, rights, licensing and franchise fees

Include:

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

17. Delivery, warehousing, postage and courier

Include:

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

18. Financial service fees

Include:

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

Exclude:

  • interest expenses.

19. Interest expenses

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

Include interest on:

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

20. Amortization and depreciation of tangible and intangible assets

Include:

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

21. Bad debts

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

Include:

  • allowance for bad debts.

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

22. All other expenses (please specify)

Include:

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

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

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

25. Gains (losses) and other items

Include:

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

26. Net profit/loss after tax and other items

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

G - Personnel

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

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

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

2. Paid employees

a) Average number of paid employees during the reporting period

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

Exclude:

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

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

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

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

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

H - Sales by type of client

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

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

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

1. Clients in Canada

a) Businesses

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

Include:

  • sales to Crown corporations.

b) Individuals and households

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

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

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

Include:

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

2. Clients outside Canada

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

Include:

  • sales to foreign subsidiaries and affiliates.

I - Sales by client location

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

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

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

K - Provincial/territorial distribution

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

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

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

General information

Survey purpose

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

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

Data-sharing agreements

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

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

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

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

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

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

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

Record linkages

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

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

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

Thank you!

Unified Enterprise Survey - Annual

5-3600-4.3 STC/UES-425-75119

Reporting Guide

This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.The confidentiality provisions of the Statistics Act are not affected by either the Access to information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

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

Help Line: 1-800-972-9692

Table of contents

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

B - Main business activity

1. Please describe the nature of your business.

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

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

Below is a description of each main activity.

Construction, transportation, mining and forestry machinery and equipment rental and leasing (without operators)

This industry comprises business units primarily engaged in renting or leasing heavy machinery without operators.

Exclude:

  • renting or leasing heavy equipment for forestry, with operator;
  • renting or leasing heavy equipment for mining, with operator;
  • renting or leasing heavy construction equipment, with operators;
  • renting or leasing air, rail, highway and water transportation equipment, with operators;
  • leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
  • renting or leasing automobiles or trucks without operators;
  • renting pleasure boats.

Office machinery and equipment rental and leasing

This industry comprises business units primarily engaged in renting or leasing office machinery and equipment.

Exclude:

  • leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
  • renting consumer electronics and appliances;
  • renting or leasing residential furniture.

Other commercial and industrial machinery and equipment rental and leasing (please specify)

This industry comprises business units not classified to any other industry, whose main activity is renting out or leasing commercial and industrial machinery and equipment.

Exclude:

  • renting or leasing agricultural machinery and equipment, with operators;
  • leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
  • renting home furniture;
  • renting or leasing heavy equipment without operators (please see Construction, transportation, mining and forestry machinery and equipment rental and leasing (without operators) above);
  • renting or leasing office machinery and equipment (please see Office machinery and equipment rental and leasing above).

4. Is this business unit engaged in sales financing?

(yes – no)

Sales financing

Sales financing business units lend money to consumers and businesses, for the purchase of goods and services, using a contractual instalment sales agreement, often either directly from, or through arrangements with, dealers of the products.

Include:

  • acceptance companies of motor vehicle manufacturers and heavy equipment manufacturers;
  • business units engaged in the purchase of instalment and credit card receivables.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.

A detailed breakdown may be requested in other sections.

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

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

Include:

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

Exclude:

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

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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

4. Investment income (dividends and interest)

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

Include interest from:

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

Exclude:

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

5. Other revenue (please specify)

Include:

  • amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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

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

Include:

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

Exclude:

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

2. Employer portion of employee benefits

Include contributions to:

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

3. Commissions paid to non-employees

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

Include:

  • commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

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

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

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

Include:

  • hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

  • parent company reimbursement expenses and interdivisional expenses.

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

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

Include:

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

Exclude:

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

8. Office supplies

Include:

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

Exclude:

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

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

Include:

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

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

Include expenses for the repair and maintenance of:

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

Also include janitorial and cleaning services and garbage removal.

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

Include:

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

Insurance recovery income should be deducted from insurance expenses.

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

Include:

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

13. Travel, meals and entertainment

Include:

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

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

Include:

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

Exclude:

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

15. Property and business taxes, licences and permits

Include:

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

16. Royalties, rights, licensing and franchise fees

Include:

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

17. Delivery, warehousing, postage and courier

Include:

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

18. Financial service fees

Include:

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

Exclude:

  • interest expenses.

19. Interest expenses

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

Include interest on:

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

20. Amortization and depreciation of tangible and intangible assets

Include:

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

21. Bad debts

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

Include:

  • allowance for bad debts.

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

22. All other expenses (please specify)

Include:

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

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

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

25. Gains (losses) and other items

Include:

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

26. Net profit/loss after tax and other items

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

G - Personnel

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

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

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

2. Paid employees

a) Average number of paid employees during the reporting period

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

Exclude:

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

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

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

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

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

H - Sales by type of client

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

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

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

1. Clients in Canada

a) Businesses

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

Include:

  • sales to Crown corporations.

b) Individuals and households

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

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

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

Include:

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

2. Clients outside Canada

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

Include:

  • sales to foreign subsidiaries and affiliates.

I - Sales by client location

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

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

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

J - International transactions

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

K - Provincial/territorial distribution

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

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

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

General information

Survey purpose

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

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

Data-sharing agreements

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

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

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

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

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

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

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

Record linkages

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

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

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

Thank you!

Unified Enterprise Survey - Annual

5-3600-1.3 STC/UES-425-60127

Reporting Guide

This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

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

Help Line: 1-800-972-9692

Table of contents

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

B - Main business activity

1. Please describe the nature of your business.

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

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

Below is a description of each main activity.

Amusement and theme parks

This industry group comprises establishments, known as amusement or theme parks, primarily engaged in operating a variety of attractions, such as mechanical rides, water slides, games, shows and theme exhibits. These establishments may lease space to others on a concession basis.

Exclude establishments primarily engaged in:

  • maintaining coin-operated amusement devices (please see Amusement arcades, in this section, below);
  • operating mechanical rides on a concession basis, or in the operation of travelling carnivals (please see All other amusement and recreational industries in this section, below);
  • operating refreshment stands on a concession basis.

Amusement arcades (include indoor playgrounds)

This industry comprises establishments primarily engaged in operating amusement arcades and parlours.

Include:

  • family fun centres;
  • indoor play areas;
  • pinball arcades;
  • video game arcades (except gambling machines).

Exclude establishments primarily engaged in:

  • operating coin-operated gaming devices, such as slot machines or video gambling terminals, in places of business operated by others;
  • maintaining and operating coin-operated amusement devices such as pinball machines and mechanical and video games, in places of business operated by others;
  • operating billiard parlours.

Golf courses and country clubs

This industry comprises establishments primarily engaged in operating golf courses and country clubs that operate golf courses along with dining facilities and other recreational facilities. These establishments often provide food and beverage services, equipment rental services and golf instruction services.

Exclude establishments primarily engaged in:

  • renting golf equipment, without provision of other services;
  • operating curling clubs, driving ranges and miniature golf courses;
  • operating resorts in which recreational facilities are combined with hotel accommodation.

Skiing facilities

This industry comprises establishments primarily engaged in operating downhill and cross-country skiing areas and equipment such as ski lifts and tows. These establishments often provide food and beverage services, equipment rental services and ski instruction services.

Exclude establishments primarily engaged in:

  • renting skiing equipment, without provision of other services;
  • operating resorts in which recreational facilities are combined with hotel accommodation.

Marinas

This industry comprises establishments primarily engaged in operating docking and storage facilities for pleasure-craft owners, with or without related activities, such as retailing fuel and marine supplies, repair and maintenance, and rental services. Sailing clubs and yacht clubs that operate marinas are included.

Exclude establishments primarily engaged in:

  • retailing marine supplies;
  • retailing fuel for boats;
  • renting pleasure boats;
  • operating resorts which include a marina facility.

Fitness and recreational sports centres and facilities

This industry comprises establishments primarily engaged in operating health clubs and similar facilities featuring exercise and other active physical fitness conditioning, or recreational sports activities, such as swimming, skating or racquet sports.

Include:

  • gymnasiums;
  • physical fitness centres;
  • skating rinks;
  • squash clubs;
  • swimming/wave pools;
  • tennis clubs.

Exclude establishments primarily engaged in:

  • operating health resorts and spas providing lodging;
  • helping clients lose weight through the control or management of diet.

Bowling centres

This industry comprises establishments primarily engaged in operating bowling centres. These establishments often provide food and beverage services.

Exclude establishments primarily engaged in:

  • operating lawn bowling clubs.

All other amusement and recreational industries (please specify)

This industry comprises establishments, not elsewhere classified, primarily engaged in operating recreation and amusement facilities and services, including providing tourist, hunting and fishing guide services. Establishments primarily engaged in maintaining coin-operated amusement devices, in businesses operated by others, are included.

Include:

  • amusement ride concession operators;
  • dance halls;
  • guide services ( e.g. , hunting, fishing, tourist);
  • miniature golf courses;
  • outdoor adventure operations, without accommodation;
  • pool halls;
  • sports teams and leagues (recreational or youth);
  • shooting ranges;
  • summer day camp;
  • operation of water slides.

Exclude establishments primarily engaged in:

  • providing sightseeing transportation;
  • providing sports instruction;
  • operating gambling facilities or providing gambling services.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.

A detailed breakdown may be requested in other sections.

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

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

Include:

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

Exclude:

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

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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

4. Investment income (dividends and interest)

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

Include interest from:

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

Exclude:

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

5. Other revenue (please specify)

Include:

  • amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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

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

Include:

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

Exclude:

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

2. Employer portion of employee benefits

Include contributions to:

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

3. Commissions paid to non-employees

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

Include:

  • commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

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

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

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

Include:

  • hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

  • parent company reimbursement expenses and interdivisional expenses.

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

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

Include:

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

Exclude:

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

8. Office supplies

Include:

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

Exclude:

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

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

Include:

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

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

Include expenses for the repair and maintenance of:

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

Also include janitorial and cleaning services and garbage removal.

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

Include:

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

Insurance recovery income should be deducted from insurance expenses.

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

Include:

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

13. Travel, meals and entertainment

Include:

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

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

Include:

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

Exclude:

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

15. Property and business taxes, licences and permits

Include:

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

16. Royalties, rights, licensing and franchise fees

Include:

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

17. Delivery, warehousing, postage and courier

Include:

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

18. Financial service fees

Include:

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

Exclude:

  • interest expenses.

19. Interest expenses

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

Include interest on:

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

20. Amortization and depreciation of tangible and intangible assets

Include:

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

21. Bad debts

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

Include:

  • allowance for bad debts.

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

22. All other expenses (please specify)

Include:

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

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

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

25. Gains (losses) and other items

Include:

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

26. Net profit/loss after tax and other items

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

F - Industry characteristics

Amounts should be reported net of trade discount, value added tax and other taxes based on sales.

Include:

  • sales from Canadian locations.

Exclude:

  • grants and subsidies;
  • donations and fundraising;
  • royalties, rights, licensing and franchise fees;
  • investment income.

1. Admission receipts

Admissions are charges to individuals or groups for right of access to amusement and recreational facilities.

Include:

  • single-occasion tickets;
  • multiple-occasion tickets;
  • season passes;
  • memberships;
  • green fees;
  • lift tickets;
  • gate receipts;
  • cover charges;
  • non-refundable initiation fees;
  • any separate admission charges to use tennis courts, swimming pools, skating rinks, weight rooms, squash courts, or other facilities when they are part of this establishment.

Exclude:

  • corporate packages;
  • birthday party or event packages;
  • tournament registration fees;
  • repair, maintenance and rental fees;
  • guide, training or caddy fees.

3. Spa services

Providing facial and body treatments, exfoliations, massages, tanning beds, and other therapies that are commonly known as spa services and have the purpose of relaxation and beauty.

Exclude:

  • medical treatment services;
  • spa services with overnight accommodations.

4. Corporate and party event services

Providing a bundle of entertainment and recreational services for a group of people, based on access to the facilities and services offered by the establishment. The service includes the use of the facility’s attractions or services (such as rides and games), additional entertainment (such as clowns), and/or food and beverage services.

Include:

  • children’s party packages;
  • business event packages.

Exclude:

  • bundles of admissions with other services that are the same as those offered to the general public, but at a discounted rate, and classified as admission receipts; please report these amounts in this section, at question 1.

9. Repair and maintenance of sporting, fitness and recreational vehicles and equipment

Repair and maintenance of items such as skis, skates, bicycles, pleasure craft, diving equipment, rackets, life jackets, tents, etc.

Include:

  • the assessment of the failure or damage and its repair through the replacement of parts or reassembly, etc.

Exclude:

  • charges for parts and materials; please report this amount in this section, at question 14.

11. Advertising revenue

Revenue obtained by providing services that attract attention to a product, business, cause, etc.

Include:

  • the provision of display space on various surfaces such as billboards;
  • agent services involved in buying and selling space or time for advertising messages;
  • the sale of venue naming rights, sponsorship rights, endorsement services and exclusivity rights.

12. Sales of food and non-alcoholic beverages

Include:

  • prepared meals;
  • packaged food;
  • vending machine sales.

14. Sales of merchandise

Revenue from parts and materials charged in repair work as well as revenue from the sales of all items other than food or beverages.

Include:

  • recreational and sports equipment and accessories;
  • oil and gasoline;
  • clothing;
  • arts and crafts;
  • magazines;
  • books.

G - Personnel

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

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

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

2. Paid employees

a) Average number of paid employees during the reporting period

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

Exclude:

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

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

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

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

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

H - Sales by type of client

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

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

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

1. Clients in Canada

a) Businesses

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

Include:

  • sales to Crown corporations.

b) Individuals and households

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

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

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

Include:

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

2. Clients outside Canada

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

Include:

  • sales to foreign subsidiaries and affiliates.

J - International transactions

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

K - Provincial/territorial distribution

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

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

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

General information

Survey purpose

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

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

Data-sharing agreements

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

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

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

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

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

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

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

Record linkages

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

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

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

Thank you!

Unified Enterprise Survey - Annual

5-3600-3.3 STC/UES-425-60129

Reporting Guide

This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

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

Help Line: 1-800-972-9692

Table of contents

B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

1. Please describe the nature of your business.

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

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

Below is a description of each main activity.

Personal care services

Barber shops

This industry group comprises establishments primarily engaged in providing hair care services to men, including hair cutting and styling, and the trimming or shaving of beards and moustaches.

Exclude:

  • unisex hair salons;
  • hair replacement centres.

Beauty salons and/or esthetic services

This industry comprises establishments primarily engaged in providing hair care services to women, providing esthetic services such as manicures and pedicures, non-medical skin treatments, or a combination of these services.

Exclude:

  • cosmetician/esthetician schools;
  • practices of dermatologists;
  • unisex hair salons;
  • hair removal and hair replacement studios.

Unisex hair salons

This industry comprises establishments primarily engaged in cutting and styling men’s or women’s hair. Establishments that combine hair care services for men or women with esthetic services are also included.

Other personal care services

This industry comprises establishments, not classified to any other industry, primarily engaged in providing personal care services.

Include:

  • bath houses;
  • ear piercing services;
  • hair removal (electrolysis);
  • hair replacement services;
  • massage parlours;
  • saunas;
  • scalp treatment services;
  • tattoo parlours;
  • turkish baths;
  • weight reduction centres (non-medical).

Exclude:

  • health clubs and similar facilities featuring exercise and other active physical fitness conditioning.

Laundry services

Coin-operated laundries and dry cleaners

This industry comprises establishments primarily engaged in providing self-service, coin-operated laundry and dry cleaning facilities for public use.

Dry cleaning and laundry services, except coin-operated

This industry comprises establishments primarily engaged in laundering, dry cleaning, and pressing apparel and linens of all types, including leather. These establishments may also provide clothing repair and alteration services. Laundry pick-up and delivery stations, operated independently from power laundries and dry cleaning plants, and establishments primarily engaged in cleaning, repairing and storing fur garments are also included.

Exclude establishments primarily engaged in:

  • retailing fur garments, combined with cleaning, repairing or storing;
  • storing furs for the trade;
  • operating clothing alteration and repair shops.

Linen and uniform supply

This industry comprises establishments primarily engaged in supplying and laundering towels, napkins, tablecloths, sheets, gowns, aprons, diapers and other linen items, for household or commercial use, typically on a contract basis. Establishments engaged in supplying and laundering commercial and industrial uniforms, laboratory coats, safety gloves, and flame and heat resistant clothing are also included.

Exclude establishments primarily engaged in:

  • renting formal wear and costumes.

Funeral services

Funeral homes

This industry comprises establishments primarily engaged in preparing the dead for burial or interment and conducting funerals.

Cemeteries and crematoria

This industry comprises establishments primarily engaged in operating sites or structures reserved for the interment of human or animal remains, and cremating the dead. Includes mausoleums, memorial gardens, and pet cemeteries.

Other personal services

Pet care services, except veterinary

This industry comprises establishments primarily engaged in grooming and boarding pet animals.

Include:

  • animal shelters;
  • boarding kennels;
  • pet grooming, sitting, or training services.

Exclude:

  • breeding and raising pets;
  • operating animal hospitals;
  • operating humane societies.

Photo finishing laboratories (except one-hour)

This industry comprises establishments primarily engaged in developing film and making photographic slides, prints and enlargements, on a large-scale basis, typically for commercial clients, and providing specialty services not normally available from one-hour finishing laboratories.

Exclude:

  • laboratories that process film for the motion picture industry.

One-hour photo finishing

This industry comprises establishments primarily engaged in developing film and printing still photographs for the public, through the use of automated photo finishing equipment located in shopping malls and other convenient locations. These establishments may also retail photographic supplies.

Exclude establishments primarily engaged in:

  • providing access to coin-operated photo machines.

Parking lots and garages

This industry comprises establishments primarily engaged in operating parking lots and parking garages. These establishments provide temporary parking services for motor vehicles, usually on an hourly, daily, or monthly basis.

Include:

  • valet parking services.

Exclude establishments primarily engaged in:

  • the dead storage of automobiles.

All other personal services

This industry comprises establishments, not classified elsewhere, primarily engaged in providing personal services.

Include:

  • bail bonding;
  • checkroom services;
  • coin-operated service machine operation ( i.e. , scales, shoe shine, lockers, blood pressure, photo);
  • comfort station operation;
  • escort services;
  • party planning services;
  • personal shopping services;
  • psychic services;
  • shoeshine services;
  • special occasion greeting services.

Exclude:

  • private households employing nannies or other domestics;
  • babysitting (child care) in own home.

If none of the above activities describes your main source of revenue, please call 1-800-972-9692for further instructions.

C - Reporting period information

Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.

A detailed breakdown may be requested in other sections.

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

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

Include:

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

Exclude:

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

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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

4. Investment income (dividends and interest)

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

Include interest from:

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

Exclude:

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

5. Other revenue (please specify)

Include:

  • amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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

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

Include:

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

Exclude:

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

2. Employer portion of employee benefits

Include contributions to:

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

3. Commissions paid to non-employees

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

Include:

  • commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

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

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

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

Include:

  • hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

  • parent company reimbursement expenses and interdivisional expenses.

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

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

Include:

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

Exclude:

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

8. Office supplies

Include:

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

Exclude:

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

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

Include:

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

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

Include expenses for the repair and maintenance of:

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

Also include janitorial and cleaning services and garbage removal.

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

Include:

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

Insurance recovery income should be deducted from insurance expenses.

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

Include:

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

13. Travel, meals and entertainment

Include:

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

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

Include:

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

Exclude:

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

15. Property and business taxes, licences and permits

Include:

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

16. Royalties, rights, licensing and franchise fees

Include:

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

17. Delivery, warehousing, postage and courier

Include:

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

18. Financial service fees

Include:

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

Exclude:

  • interest expenses.

19. Interest expenses

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

Include interest on:

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

20. Amortization and depreciation of tangible and intangible assets

Include:

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

21. Bad debts

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

Include:

  • allowance for bad debts.

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

22. All other expenses (please specify)

Include:

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

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

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

25. Gains (losses) and other items

Include:

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

26. Net profit/loss after tax and other items

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

K - Provincial/territorial distribution

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

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

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

General information

Survey purpose

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

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

Data-sharing agreements

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

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

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

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

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

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

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

Record linkages

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

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

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

Thank you!

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