The Newfoundland and Labrador Fish Processing Sector: Economic Impact Study (2000–2009)
Update to the National Dose Registry Cancer Incidence and Mortality Study
Electricity and Useful Thermal Energy Production Data Linkage
A Study of Mortality and Cancer Incidence in Uranium Workers: Eldorado Nuclear Cohort Update
Commercial and Institutional Consumption of Energy Survey Data Linkage
Longitudinal Database of Employer Businesses in Canada (LEAP – T2), 1984 to 2004
Address Register: Adding Info-Direct and GST-HST New Housing Rebate Files
Workers' Compensation Benefits in Ontario and British Columbia
Canadian Research and Development Investments (2004), and Federal Science Expenditures (2004–2005), Intended to Directly Benefit Developing Countries
Atlantic Canada Opportunities Agency (ACOA): Update of Business Performance Evaluation (2003–2007)

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The Newfoundland and Labrador Fish Processing Sector: Economic Impact Study (2000–2009)

Purpose: To assist in evaluating current and potential future government interventions, the provincial government of Newfoundland and Labrador requires more information on the financial health of the fish processing sector in their province and the economic impact of this industry sector on the economy of the province. The study, to be carried out by the Newfoundland and Labrador Statistics Agency (NLSA), will establish a comprehensive profile of the financial performance in the fish processing sector; track performance indicators annually for the 2000 to 2009 period and identify changes that may reveal economic problems in the sector; and compare the relative performance of fish processing plants in Newfoundland and Labrador to those in other Maritime Provinces and in Quebec.

Description: Linkage of the subset of the Business Register related to the fish processing industry with the T4 Summary Tax File and the General Index of Financial Information (GIFI) T2 Corporate Tax Data File. The linkage will be carried out on an annual basis for reference years 2000 through 2009. This information is linked using the Business Number (BN), Statistical Enterprise Number (SNUM), Legal/Operating Name and Postal Code. Information for specific businesses will not be linked one year to another.

Output: Only aggregate data conforming to the confidentiality provisions of the Statistics Act will be provided to NLSA who will then produce analytical findings and make them available in a report to the general public and use them to inform government policy.  Statistics Canada will announce the availability of the aggregate data annually in The Daily. The linked files will be retained until 2012, after which they will be destroyed.

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Update to the National Dose Registry Cancer Incidence and Mortality Study

Purpose: To improve the quantification of risk estimates for cumulative exposure to low doses of radiation. The National Dose Registry (NDR) operated by Health Canada contains the radiation dose records of all monitored radiation workers in Canada from the 1940s to the present. Such workers include radiologists, dentists and hygienists, workers in the nuclear and radiochemical industries, personnel involved in maintenance or operation of nuclear-powered vessels, and accident or nuclear facility cleanup crews. Aircrews are also exposed to elevated levels of cosmic radiation during flight and are classified as “radiation workers. The larger cohort of this update study—which now contains approximately 500,000 workers—and the longer follow-up time will increase the power of the analysis and allow for a better quantification of the health risks. This study will allow for further investigation into the possibility of certain cancers, such as thyroid cancers, being associated with occupational radiation exposure. As well, this study will provide more information to help understand the current unexplained trend of increasing mortality due to cardiovascular disease and accidents. This information may allow for the examination of “acceptable cumulative dose” guidelines to ensure workers are protected.

Description: The NDR Cohort dose and work history file will be linked to the 1984-2004 Historic Summary Tax Files. No income data exists on this file. This linkage is carried out to assist in the evaluation of the death search by determining the status of the individuals (dead, alive or emigrated). Further linkages will then add the 1951-2004 mortality data from the Canadian Mortality Data Base and the 1969-2004 cancer data from the Canadian Cancer Data Base.

Output: An analysis file, without names or identifiers, will be released to Health Canada, with the consent of the provincial and territorial Vital Statistics and Cancer Statistics Registrars. The study findings will be reviewed by the International Commission on Radiological Protection, published in a report and in peer reviewed journals. Health Canada will provide selected data to the International Agency for Research on Cancer in order to undertake international cancer studies. The linked file will be retained until 2015, after which it will be destroyed.

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Electricity and Useful Thermal Energy Production Data Linkage

Purpose: To analyze energy consumption and production patterns and to help in the assessment of how well companies involved in cogeneration are increasing energy efficiency and reducing greenhouse emissions. Data will be used by Natural Resources Canada to aid the development and refinement of programs available to businesses, institutions and organizations to increase their energy efficiency and reduce greenhouse gas emissions.

Cogeneration is defined as the simultaneous generation of electricity and useful thermal energy such as steam in one process and from the same fuel source. The cogeneration information was collected from respondents that previously identified themselves in the Commercial and Institutional Consumption of Energy Survey as being involved in this type of activity. The information was collected separately in order to minimize response burden for those not involved in cogeneration activities, which represented the majority of units in the survey population. The cogeneration data will be linked with data provided on energy consumption.

Description: Survey respondents provided informed consent for Statistics Canada to link the Electricity and Useful Thermal Energy Production Survey data with their data previously provided on the Commercial and Institutional Consumption of Energy Survey.

Output: All output from this linkage activity will conform to the confidentiality provisions of the Statistics Act. A file without personal identifiers will be shared with Natural Resources Canada’s Office of Energy Efficiency and will include only information from respondents who consented both to linking and to sharing. The resulting linked file will be retained by Statistics Canada for a period up to five years. Natural Resources Canada will retain a copy of the linked files indefinitely. This file will not contain any personal identifiers.

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A Study of Mortality and Cancer Incidence in Uranium Workers: Eldorado Nuclear Cohort Update

Purpose: To shed further light on the relationship between radon progeny exposure and cancer risk. Lung cancer has long been known to be an occupational hazard for underground miners with high exposures to radon. Although this lung cancer risk is generally associated with uranium mining, in fact many other underground mines and human dwellings in the temperate zones have potential exposure to radon and the attendant risks. Thus, any improvements in radiation risk estimates could benefit a much larger population than the underground mining occupational group, although this occupational group numbers in the hundreds of thousands in North America and in the millions world wide.

Description: The cohort file of approximately 19,000 male and female uranium workers will be linked to the summary file of tax filers for 1984 to 1999. This file does not contain tax information but provides an indication of the vital status of individuals such as, alive, deceased or emigrated. The cohort will then be linked to the Canadian Mortality Database for the years 1940 to the most current year available and then to the Canadian Cancer Database for the years 1969 to the most current year available. The final linkage would involve updating the work history and exposure history information for the workers in the cohort.

Output: All identifiers will be removed from the analysis files after the linkages have been completed and replaced with a Statistics Canada assigned number. The identifiers will be stored separately on a password protected file. Only aggregate data that conform to the confidentiality provisions of the Statistics Act would be released outside of Statistics Canada. Aggregate tables would be prepared which would include standardized mortality ratios and standardized cancer morbidity incidence ratios. The linked file will be retained for a period of ten years (2011) to allow for peer-review of the papers generated, publication of the papers, the follow-up of any unexpected result(s) requiring further resolution, and in the event a further update is requested. The composite linked records generated for this study will also be retained as part of the Personal Information Bank STC PPU 076 - Long-term Medical Follow-up Study Files.

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Commercial and Institutional Consumption of Energy Survey Data Linkage

Purpose: To analyze energy consumption patterns and to assess how well Canada is fulfilling its commitments both to increasing energy efficiency and reducing greenhouse emissions that contribute to climate change. Data will be used to develop and refine programs available to help businesses, institutions and organizations increase their own energy efficiency and reduce greenhouse gas emissions.

Description: Where the respondent was not knowledgeable about their energy consumption, data were provided by their landlord, property manager or other knowledgeable contact (as identified by the respondent), and subsequently linked to the other information provided by the respondent.

Survey respondents provided written informed consent to Statistics Canada to obtain their energy consumption data from the contact person they specified on the questionnaire and for their data to be combined with the energy consumption data provided by their contact. The contact person, business or institution also provided written informed consent to combine the energy consumption data they provided with the data provided by the respondent.

Output: All output from this linkage activity will conform to the confidentiality provisions of the Statistics Act. A file without personal identifiers will be shared with the Natural Resources Canada, the Office of Energy Efficiency and will include only information from respondents who consented both to linking and to sharing. The resulting linked file will be retained by Statistics Canada for a period up to five years.

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Longitudinal Database of Employer Businesses in Canada (LEAP – T2), 1984 to 2004

Purpose: To support research that may help better understand the potential impacts of changes in tax and monetary policy as well as other policies which generate major changes in business conditions, such as trade policy or industry regulation or deregulation. Research will be carried out on economic issues that influence the performance of both large and small Canadian firms. More particularly on key policy-related questions, including the implications of rising debt for employment and survival among small firms, the effect of exchange rate movements on firm survival in the manufacturing and services sector, and the impact of tax policy on firm birth and death rates. Results may also support policy development to assist new and smaller firms in their financing decisions.

Description: The linkage involves matching the Longitudinal Employment Analysis Program (LEAP) database to selected T2 corporate tax data files for the period 1984 to 2004. The LEAP provides longitudinal firm-level information on employment, payroll, firm size, and firm industry. The T2 Corporate Tax File includes limited financial information from the T2 Corporate Tax Data System. The linkage will be carried out using common business identifiers, which will remain on the file in a scrambled form. The use of scrambled identifiers will allow users to differentiate units and follow them longitudinally, but not to specifically identify them. This linkage activity will be performed once.

Output: Only aggregate data conforming to the confidentiality provisions of the Statistics Act will be released outside of Statistics Canada. Papers will be published in Statistics Canada's Analytical Studies Research Paper Series, as well as in academic journals, and presented at professional conferences.

The linked file will be retained until December 31, 2013 , after which it will be destroyed.

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Address Register: Adding Info-Direct and GST-HST New Housing Rebate Files

Purpose: The purpose of the Address Register (AR) is to improve the data quality and reduce the cost of the quinquennial Census of Population and of other household surveys conducted by Statistics Canada. The AR contains the address, postal code and a geographic location code for 12 million residential dwellings and the telephone number of the dwelling where publicly available. The AR contains no names of individuals. It is used only for statistical purposes, and is not available to anyone outside Statistics Canada.

The AR was initially created from addresses compiled during the 1986 Census of Population. The majority of its updates have come from subsequent Census activities. Between censuses, a number of sources of information such as telephone billing files are used to update the AR.

Adding publicly-available telephone numbers from the Info-Direct database will provide more current telephone numbers related to the list of addresses. Addresses from the GST-HST New Housing Rebate files will aid in identifying addresses in areas of new construction.

Description: The AR does not contain names or other personal identifiers. The linkage is based on the address information (civic number, street name, street type, street direction, apartment identifier, municipal name, province and postal code). Any names found on any source files are not used in the linkage process or stored within the AR.

Output: No information from this linkage activity will be released outside of Statistics Canada. The AR is only used to support activities within the Agency.

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Workers' Compensation Benefits in Ontario and British Columbia

Purpose: To compare the outcomes of two different designs of workers' compensation programs for work-related injuries, namely those of Ontario and British Columbia. Findings from the study will be used to evaluate the effectiveness of the programs in reducing the adverse financial consequences of wage-loss on Canadians who suffer work-related injuries, and their families. Because workers' compensation programs for injured workers share similarities across provinces, the results of the study will be relevant nation-wide.

The study has two components. Part 1 will determine whether there are significant differences in labour market re-entry and post-injury earnings for individuals sustaining permanent impairments and receiving benefits from the different programs. Part 2 will examine individuals experiencing a temporary disability arising from a work-related injury to determine if there are long-term labour-market earnings losses resulting from these temporary disabilities, and which factors impact on long-term earnings. In both parts of the study, the earnings dynamics at both the family and individual level will be investigated, and regional as well as gender differences will be explored.

Description: The project involves a one-time linkage of administrative data on short- and long-term disability beneficiaries from the Ontario Workplace Safety & Insurance Board and the British Columbia Workers' Compensation Board, for selected injury years between 1986 and 2002, linked to the 20% Longitudinal Administrative Databank (LAD) for selected years in the 1982 to 2003 period. The files will be linked deterministically using Social Insurance Number, but the number will not be stored on the linked file.

Output: Only aggregate data that conform to the confidentiality provisions of the Statistics Act will be released outside of Statistics Canada. The availability of the analysis files will be announced in The Daily. Findings will be disseminated in Statistics Canada publications, to the Ontario Workplace Safety and Insurance Board, the British Columbia Workers' Compensation Board, the Institute for Work and Health, the U.S. National Institutes of Safety and Health, and in peer-reviewed international scientific journals. The linked files, stripped of identifiers, will be retained until May 2011, after which they will be destroyed.

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Canadian Research and Development Investments (2004), and Federal Science Expenditures (2004–2005), Intended to Directly Benefit Developing Countries

Purpose: The Government of Canada has established that at least 5 per cent of research and development (R&D) investments in Canada, ought to be dedicated to work intended to directly benefit developing countries. Statistics Canada has conducted two new surveys which, linked to ongoing surveys, will provide an estimate of current R&D levels, and shed light on such questions as whether major exporters are most likely to perform R&D that directly benefits developing countries; on whether the size of the R&D performer impacts on the proportion of R&D performed for developing countries; and, on how federal spending on science and technology (S&T) is being directed towards benefiting developing countries. Findings may assist the Office of the National Science Advisor, and science policy departments, in developing programs that will contribute to meeting the 5 per cent target. Understanding the business objectives of the R&D performers may also contribute to the formulation of policy intended to meet the challenge of Canada ranking in the top five countries in the world, by 2010, in terms of R&D performance. Canada plays an innovative role by carrying out the two new surveys, and findings may be sought as well by international organizations.

Description: Linkage of the following 2004 and 2004-2005 surveys: Research and Development in Canadian Industry Intended to Directly Benefit Developing Countries Survey (RDCI-DBDC), linked to the Research and Development in Canadian Industry Survey (RDCI); and the Federal Science Expenditures Intended to Directly Benefit Developing Countries Survey (FSE-DBDC), linked to the Federal Science Expenditures and Personnel Survey (FSEP). Respondents to the RDCI-DBDC were informed of the intent to combine their data with that provided in the RDCI; similarly for the FSE-DBDC and FSEP surveys.

Output: Only aggregate data and analysis conforming to the confidentiality provisions of the Statistics Act will be released outside of Statistics Canada. Availability of the data will be announced in The Daily and custom tabulations will be provided to the Office of the National Science Advisor. Statistics Canada will retain the linked data for an indeterminate period.

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Atlantic Canada Opportunities Agency (ACOA): Update of Business Performance Evaluation (2003–2007)

Purpose: To evaluate the effectiveness of ACOA's programs and activities, the usefulness of the Agency's efforts to assist small businesses, and determine more effective means of providing assistance to the small business community. ACOA assists businesses by providing loans, as well as a broad range of programs and services, for purposes of establishing, expanding, or modernising businesses, and for the development of human resources. Information resulting from the linkage will be used by ACOA to examine the performance of those businesses which received financial assistance under the Agency's programs, and compare it to the performance of other firms in the Atlantic region. Employment dynamics, businesses entering and exiting, selected financial statistics, as well as measures of labour productivity will be analyzed. Findings from this ongoing evaluation may lead to improved help for businesses, and possible employment creation.

Description: The evaluation does a cross-sectional linkage of historical and current participation data from ACOA's programs, to Statistics Canada's Business Register, the Longitudinal Employment Analysis Program (LEAP) database, the General Index of Financial Information (GIFI), the Exporter Registry, and the Research and Development universe database, on an annual basis, for reference years 2003 to 2007. This information is linked using the Business Number (BN), Statistical Enterprise Number (SNUM) and Legal/Operating Name and Postal Code.

Output: Only aggregate data at the province and industry sector levels, conforming to the confidentiality provisions of the Statistics Act are released to ACOA, which publishes in their annual Performance report to Parliament, summarized versions of research studies on entrepreneurial start-ups, employment patterns and growth in Atlantic Canada. The report is available on their website at www.acoa.ca. The annually linked files are retained for a period of one year, after which they are destroyed.

Neighbourhood and Individual-Level Determinants of Patterns in Physical Activity and Health (1981-2002)
Linkage of the University of Toronto's Survey of Entering First Year Students, along with University Student Data, to the Enhanced Student Information System (ESIS) and Student Income Tax Data (T1 Individual Tax Files)
Canadian Perinatal Surveillance System Program Birth Mortality Linkage, 2001–2005/2006
Study of mortality and cancer incidence among Manitoba part-time and casual firefighters, 1970-2003
Linkage of the Energy Consumption Data Obtained from Utilities to the Survey Information Obtained from Respondents to the 2004 Survey of Household Energy Use
Linkage of 2004 Follow-Up Survey of Giving, Volunteering and Participating (FSGVP) to the 2000 National Survey of Giving, Volunteering and Participating (NSGVP)

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Neighbourhood and Individual-Level Determinants of Patterns in Physical Activity and Health (1981-2002)

Purpose: To provide more evidence on the health benefits that result from physical activity, thus encouraging Canadians to greater participation. Findings from this study will provide a better understanding of the influences of individual, social and physical factors on the access and adherence to an active lifestyle. This information will be integrated by the Canadian Fitness and Lifestyle Research Institute into their ongoing dissemination activities, which provide information to Health Canada and the provincial and territorial departments mandated to increase physical activity through the development of strategic plans, national policy and guidelines, such as Canada's Physical Activity Guide for Healthy Active Living.

Description: This study seeks to link the records of approximately 1,400 individuals who were selected but who could not be contacted during the 2002 Survey of Well-being in Canada (SWC) to the Canadian Mortality Database for the years 1981-2002. The linkage will determine whether these individuals were deceased, and provide information on the year of death, province of death, cause of death, and province of residence. It will allow researchers to estimate a final response rate for the 2002 SWC, better assess potential biases in the data due to non response, and evaluate the degree to which the results of the study can be generalized to the population as a whole.

Output: A linked mortality analysis file, without names and identifiers, will be released to the Canadian Fitness and Lifestyle Research Institute (CFLRI), with the consent of the provincial and territorial Vital Statistics Registrars. The Institute has signed an agreement with Statistics Canada that it will undertake the necessary steps to protect the confidentiality of the data and that no attempts will be made to identify individuals. The study results will be published in reports and scholarly journals. Summaries of major findings and reports will be available free of charge on the CFLRI web site. Articles will also be submitted to newsletters of national associations concerned with health, physical activity and fitness. Papers will also be submitted for presentation at national and international conferences. The internal linked file, stripped of identifiers, will be retained by Statistics Canada for a period of seven years that is until 2012, at which time it will be destroyed.

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Linkage of the University of Toronto's Survey of Entering First Year Students, along with University Student Data, to the Enhanced Student Information System (ESIS) and Student Income Tax Data (T1 Individual Tax Files)

Purpose: Many students that enter university leave without a degree. Typically 30 percent of students that begin post-secondary studies at a Canadian university do not graduate. This research project aims to understand ways to improve retention in post secondary education and to foster successful learning experiences for students. The Canada Millennium Scholarship Foundation and the University of Toronto have partnered to conduct the demonstration project which is designed to examine how peer advising, facilitated study groups, and financial assistance encourages student motivation, learning, engagement, and fosters academic achievement. The study also aims to evaluate these programs' effects on retention, final education attainment, and labour market outcomes after school completion.

Description: The University of Toronto's Survey of Entering First Year Students was conducted once in July, 2005 and will be repeated in July 2006. Approximately 6,000 incoming first year undergraduate students will be surveyed. Participants are asked questions about university aspirations, academic objectives, and family educational background. This information, along with university student data on grade performance and program participation, will be linked by Statistics Canada on an annual basis for a period of 10 years, to information from the Enhanced Student Information System (ESIS) and student income tax data (T1 Individual Files) held by Statistics Canada. The variables to be linked from the ESIS are institution, entry and exit dates of program, student status (e.g. still enrolled, graduated, withdrew), and major. The variables to be linked from the T1 Individual Files are market and non-market income, social assistance receipt, and unemployment insurance receipt. The linkage will allow the study to examine the impact of the support programs on final education attainment, and labour market outcomes.

Permission was obtained from survey participants, for the University of Toronto to send their survey responses and their student information on grade achievement and academic program participation to Statistics Canada, and for Statistics Canada to link this information to their individual ESIS and T1 tax files, for a period of 10 years. A provision to opt out of the study at any time is also provided to students.

Output: Only aggregate data and analysis conforming to the confidentiality provisions of the Statistics Act will be released outside of Statistics Canada.

Findings will be disseminated in research papers to be published by the Canada Millennium Scholarship Foundation, Statistics Canada, and research journals. The results will be presented specifically to other Canadian post-secondary institutions and education ministries.

The linked data will be destroyed in 2018, two years after the last linkage year.

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Canadian Perinatal Surveillance System Program Birth Mortality Linkage, 2001–2005/2006

Purpose: To contribute to improved health for pregnant women, mothers and infants in Canada through ongoing monitoring and reporting on perinatal health determinants and outcomes. The research will lead to a better understanding of specific risk factors associated with multiple births through the analysis of pre-term birth rates and fetal and infant mortality among multiples. It will lead to further study and development in the area of fetal growth standards, including the refinement of the Population-based Canadian Reference for birth weight for gestational age to include a fetal growth curve for multiple births.

Description: Five annual linkages are included in this application, commencing with linkage of the 2001 Canadian Birth Data Base (CBDB) to the 2001-2002 Canadian Mortality Data Base (CMDB), and continuing for each consecutive year up to linkage of the 2005 CBDB with the 2005-2006 CMDB. Data from the 2001 to 2005 Canadian Stillborn Database will also be included on the linked files. The linked Birth/Mortality file will contain composite birth/mortality records, stillbirth records and birth records which did not link to a death. Each record will include a random Statistics Canada identification number.

Output: A linked birth/mortality analysis file without names will be released to the Public Health Agency of Canada with the written consent of the provincial and territorial Vital Statistics Registrars. Results from the analyses will be communicated for action through the Canadian Perinatal Health Reports, fact sheets, public health practice guidelines and will be published in peer-reviewed journals. Results may also be disseminated in Statistics Canada Health Reports. The linked file will be retained until 2012 to allow for a final report to be produced, as well as a peer review of the study results.

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Study of mortality and cancer incidence among Manitoba part-time and casual firefighters, 1970-2003

Purpose: This study will, for the first time, evaluate if part-time or casual firefighters in Manitoba are at greater risk of primary site brain, bladder or kidney cancer, primary non-Hodgkin's lymphoma or primary leukemia, than the general population of Manitoba and of Canada. Previous studies have shown that full-time firefighters are at risk for these particular cancers and subsequently the Manitoba Workers Compensation Act recognizes these occupational risks for full time firefighters. Results from this linkage study will be used to inform part-time and casual firefighters in Manitoba, as well as throughout Canada, of mortality and cancer risks associated with their firefighting activities. This study may also encourage Manitoba and other jurisdictions to examine their policies with respect to workers compensation offered to part-time or casual firefighters.

Description: This study seeks to link the records of approximately 4,500 part-time and casual firefighters from Manitoba to the 1970-2003 Canadian Mortality Database and the 1969-2003 Canadian Cancer Database. First, the 1970-2003 Manitoba Part-time or Casual Firefighters cohort file will be linked to the 1984-2003 summary tax file, using Social Insurance Number, in order to determine the vital status of the workers. No income data will be used from this file. A random Statistics Canada number will be assigned to each individual record. The final stage of the linkage process will add the mortality and cancer data up to 2003 from the Canadian Mortality Database and the Canadian Cancer Database.

Output: An analysis file without names or identifiers will be released to the University of McMaster with the written consent of the provincial and territorial Vital Statistics and Cancer Registrars. As well, aggregate tables of standard mortality and standard incidence ratios will also be provided. Manitoba firefighter unions are in support of this study and results from this study will be presented in a report to the Manitoba legislature and articles will be prepared for the media. A report will also be submitted for publication in a peer-reviewed journal. The linked file, stripped of all identifiers, will be retained until 2011 to allow for a final report to be produced, as well as a peer review of the study results.

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Linkage of the Energy Consumption Data Obtained from Utilities to the Survey Information Obtained from Respondents to the 2004 Survey of Household Energy Use

Purpose: To assist in the development of energy efficiency standards for household appliances and for the development of programs to improve residential energy consumption levels, thereby resulting in lower greenhouse gas emissions.

Description: The 2004 survey data collected from household respondents and landlord/property management will be linked to energy consumption data derived from the detailed consumption figures provided by energy utilities for the 2003 reference period.

Survey respondents provided consent for Statistics Canada to obtain their energy consumption data from energy utility companies. Written consent was obtained so that Statistics Canada could provide their account number, name, address, and telephone number to the energy utilities, and for the utilities to release the consumption data to Statistics Canada. Respondents also provided consent for the Agency to share the energy consumption information combined with the survey responses with the Office of Energy Efficiency of National Resources Canada.

Output: The resulting linked file which will not contain identifiers will be retained by Statistics Canada. A file, also without personal identifiers, will also be shared with the Office of Energy Efficiency at Natural Resources Canada and will include only information from respondents who consented to both linking and sharing.

Findings from the survey will be published jointly by Statistics Canada and Natural Resources Canada.

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Linkage of 2004 Follow-Up Survey of Giving, Volunteering and Participating (FSGVP) to the 2000 National Survey of Giving, Volunteering and Participating (NSGVP)

Purpose: To identify changes in the giving and volunteering status of individuals, and allow for a better understanding of how life events such as getting married, having children, or aging, influence giving and volunteering behaviour. The linkage will also allow for an examination of how changes in education, labour force participation and income influence behaviour. As well, it will shed light on the motivations and barriers to volunteering and giving. Findings may help charitable and non-profit organizations to effectively target programs to engage volunteers and encourage financial giving; and contribute to the development and evaluation of government policy and programs to support the volunteering and giving activities of Canadians.

Description: Linkage of the 2004 Follow-Up Survey of Giving, Volunteering and Participating (FSGVP) with the 2000 National Survey of Giving, Volunteering and Participating (NSGVP). The file will be stripped of identifiers and replaced with a sequential number assigned by Statistics Canada.

Output: A linked file without personal identifiers will be shared with Imagine Canada (formerly known as the Canadian Centre for Philanthropy), Health Canada, Canadian Heritage as well as Human Resources and Skills Development Canada. It will contain information from those respondents who agreed to the sharing.

Findings conforming to the confidentiality provisions of the Statistics Act will be disseminated in the Agency's The Daily and the publication Caring Canadians, Involved Canadians. The linked file will be retained indeterminately.

Study of mortality among North American women in the synthetic rubber industry, 1950-2002
Farm Financial Survey Linkages 2003-2004 to 2007-2008
Sherritt International Mortality Study: 1954-2003 Update
2001 Post-Censal Survey - Ethnic Diversity Survey (EDS) - Amendment

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Study of mortality among North American women in the synthetic rubber industry, 1950-2002

Purpose: This study, the Canadian portion of a North American investigation, seeks to link the records of approximately 2,400 female synthetic rubber workers to the 1950 to 2002 Canadian Mortality Data Base (CMDB). It will, for the first time, evaluate the overall cause-specific mortality experience of female workers in the synthetic rubber industry, relative to that of general population groups within Canada and the United States. Previous studies of male synthetic rubber workers have shown that relatively high exposure to the chemical 1,3-butadiene (BD) was positively associated with leukemia mortality. Results from these previous studies have been used by regulatory agencies in the United States and Canada to reduce the permissible exposure level (PEL) of BD in the workplace. Results have also been used to implement manufacturing controls in the areas of polymer manufacturing and petroleum refining, benefiting not only workers, but the public in general.

Description: The Polysar cohort file containing name, date of birth, sex, last known residence, dates of employment hire and termination will be linked to the 1984-2003 summary tax file, using Social Insurance Number, in order to determine the vital status of the workers. No income data will be used from this file. A random Statistics Canada number will be assigned to each individual record. The final stage of the linkage process will add the mortality data up to 2002 from the Canadian Mortality Database. The University of Alabama will also provide to Statistics Canada the Polysar work history file. The original study numbers will be removed from this file, a Statistics Canada random number will be assigned. Both files will be returned to researchers at the University of Alabama, who will then append the work history file to the Polysar cohort file using the Statistics Canada random number.

Output: An analysis file without names or identifiers will be released to the University of Alabama with the written consent of the provincial and territorial Vital Statistics Registrars. Results from this study will be published in peer reviewed journals, and a final written report will be presented to the International Institute of Synthetic Rubber Producers, Inc. The linked file, stripped of all identifiers, will be retained until 2012 to allow for a final report to be produced, as well as a peer review of the study results.

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Farm Financial Survey Linkages 2003-2004 to 2007-2008

Purpose: To identify more effective income stabilization programs for farm operators through the analysis of how farms are changing and adapting financially, and how financial situations of different types of farm operators (such as low-income farms, business focussed farms, retirement farms, and transition farms) differ by key farm characteristics. Analysis of the results of the linkage will allow the development of alternative ways of providing comprehensive assistance and improved agricultural safety net programs to Canadian farmers, including a more effective targeting of federal disaster programs.

Description: The Farm Financial Survey files will be linked on a year-to-previous year basis, starting with 2003-2004 and ending with 2007-2008. The files will be matched using the numerical identifier available on the Farm Register. The resulting analysis file will be stripped of identifiers and replaced with a sequential number assigned by Statistics Canada. Records present in both surveys make up an overlap sample. The linked file will only contain the records of respondents who have consented to link and share their information with Agriculture and Agri-Food Canada.

Output: Findings, conforming to the confidentiality provisions of the Statistics Act, will be disseminated in research papers to be published by Agriculture and Agri-Food Canada, and by Statistics Canada in cases of collaborative research. Each linked file will be retained for a period of five years, after which time they will be destroyed.

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Sherritt International Mortality Study: 1954-2003 Update

Purpose: This study has the potential of directing the industry to the safest process for refining nickel, thereby protecting the health of current and future nickel workers. It will evaluate the risks of developing lung and nasal sinus cancer, among a group of workers exposed to nickel concentrate dust and metallic nickel powder at Sherritt nickel refining facilities in Fort Saskatchewan, Alberta. Previous studies of the group of workers hired between 1954 and 1978, found no association between exposure to metallic nickel and the development of lung or nasal sinus cancers. Updating the analysis using more current mortality data and including a second cohort of workers hired between 1978 and 1994, will enhance and refine the measures used in the study, as well as the statistical certainty with regards to its conclusions.

Description: The Sherritt International Corporation files for this group of workers, containing the name, sex, data of birth, last known residence, dates of employment hire and termination, will be linked to the 1984-2003 summary tax files. No income data will be used from this tax file. This is only done to assist in the evaluation of the death search by determining the status of the individuals (dead, alive or emigrated). This portion of the linkage will be done deterministically using Social Insurance Number and validated with names and date of birth. The final stage of the linkage process will add the mortality data up to 2003 from the Canadian Mortality Database through probabilistic methods using the Generalized Record Linkage System (GRLS). The linked file, stripped of all identifiers, will be retained until 2011 to allow for a final report to be produced, as well as a peer review of the study results.

Output: Aggregate tables, conforming to the confidentiality provisions of the Statistics Act, will be released to Sherritt International Corporation who will carry out the analysis. The study's findings will be published in peer-reviewed journals. A report and communication will be presented to Sherritt Gordon management and union representatives, to Sherritt Gordon employees, to the Strathcona County Medical Officer of Health, Alberta Occupational Health Department and to the local media. Results of the study will also be presented to the Nickel Institute for distribution to the industry and regulatory agencies worldwide.

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2001 Post-Censal Survey - Ethnic Diversity Survey (EDS) - Amendment

Purpose: The EDS provides information for policy development in the area of multiculturalism, prevention of racism and discrimination and in the support of official languages programs. The information is used to better understand how people's ethnic backgrounds affect their participation in the social, economic and cultural life of Canada. The linkages will assist in determining what collection approaches provide the most useful information for education and language characteristics. Amending the list of variables linked by adding the years of schooling and most recent industry of employment data will also permit a better analysis of the relevant socio-economic considerations.

Description: The EDS was collected in April 2002. Eight questions on the 2001 Census of Population (Q. 3, 9, 17, 18, 20, 21, 32a & 32b) serve to identify the targeted population and to draw the sample for the survey. The respondents were advised at the beginning of the telephone interview that information they had provided in the Census would be linked to the EDS information. This proposal involves linking the survey respondent's own census data to the EDS file to add information on the respondent's socio economic and ethno cultural characteristics. Specifically, the variables to be added from the census are those related to the socio economic conditions of ethno cultural and immigrant populations.

Output: This is a one time linkage activity. Only aggregate data that conform to the confidentiality provisions of the Statistics Act would be released outside of Statistics Canada. It is proposed to release a public use microdata file from the survey. After the linkages have been completed, all of the identifiers are removed from the linked composite file. The resulting analytical file without identifiers will be retained indefinitely.

Enhanced Student Information System (ESIS)
2001 Post-Censal Survey - Participation and Activity Limitation Survey (PALS)
Post-Censal Survey - Aboriginal Peoples Survey (APS)

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Enhanced Student Information System (ESIS)

Purpose: The linkage creates a longitudinal database of all postsecondary students in Canada. ESIS data will shed light on the effectiveness of the education system, transferability of credits, changes to the structure of postsecondary education, and student enrolment, workload, mobility and program and course information. This information will provide policy makers an understanding of lifelong learning, thereby providing an empirical base for the development of educational policy and more informed program choices by students.

Description: The proposal links files provided by the postsecondary institutions which contains information on the institution and the programs and courses it offers; along with information on the student, the student's program and courses and transfer credits granted. The linkage began with the academic year 1999-2000 for the Maritime provinces and 2000-2001 for institutions from other provinces: however, in the case of Alberta and the territories, who have not yet started to report data in ESIS, linkage will commence for the year for which data will be provided. The linkage will be done on an annual and ongoing basis. Personal identifiers will be removed from the analysis file once the linkages have been completed.

The file will be retained for a period fifteen years. This will permit longitudinal analysis of a student's educational path as it allows for breaks in education and completion of multiple degrees. Should a student resume postsecondary studies after the fifteen-year period, it would not be possible to link this new record to the information already in the ESIS database. The person would become, in effect, a "new student".

Students who do not wish to have their information linked can write to Statistics Canada to have their information removed.

Output: Only aggregate data conforming to the confidentiality provisions of the Statistics Act will be released outside of Statistics Canada through CANSIM, and Canadian Statistics. The Centre for Education Statistics will also disseminate statistical tables and analysis through its standard publications, such as Education in Canada, Pan-Canadian Education Indicators, the Education, skills and learning - Research papers series, the new on-line Education Matters: Insights on Education, Learning and Training in Canada (replacing Education Quarterly Review ) and statistical tables will be provided to the Organisation for Economic Co-operation and Development's (OECD) annual publication Education at a Glance. Custom tabulations will be provided to the provincial ministries, educational institutions and other stakeholders, on a cost recovery basis.

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2001 Post-Censal Survey - Participation and Activity Limitation Survey (PALS)

Purpose: PALS conceptualizes disability as activity limitations and participation restrictions associated with long term physical or mental conditions or health related conditions and will permit the comparison between those living with and without participation and activity limitations. It provides data on the nature and severity of a persons with activity limitations, on the needs for assistive technology, social support and accommodation in all spheres of life. PALS will contribute to providing an accurate understanding of the relationships between functional status, daily living activities and social participation, factors which will be used for the development and evaluation of disability policies. PALS will also shed light on the study of the impact of disability on families: for instance, many studies seem to show a link between the presence of a child with a severe disability and the labour force participation and income levels of the child's parents.

Description: PALS was conducted in the fall of 2001. Two questions on activity limitations on the 2001 Census of Population (Q.7 & 8) were used to identify the target population and to draw the sample for the survey. The respondents were advised at the time of collection that information they had provided on the Census would be linked to PALS information. Three linkage activities are required. The first involves linking the survey respondent's own census data to the PALS master file to add the respondent's socio economic characteristics. The second linkage involves deriving family and household level variables from the respondent. No census data from the family members will be on the PALS file, only the derived variable will be on the file. The final linkage activity sought approval to add on the PALS file a stratified random sample of approximately 130,000 records of individuals who do not report any activity limitation to the 2001 Census questions 7 and 8. These records would not have any identifiers. The same census variables being linked for the PALS respondents will be loaded for these records of non disabled individuals, i.e., the same census variables will be available for disabled and non disabled individuals. Having records of non disabled individuals on the PALS database permits comparisons between the disabled and non disabled populations.

Output: This is a one time linkage activity. Only aggregate data that conform to the confidentiality provisions of the Statistics Act would be released outside of Statistics Canada. It is proposed to release a public use microdata file from the survey. After the linkages have been completed, all of the identifiers are removed from the linked composite file. The resulting analytical file without identifiers will be retained indefinitely.

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Post-Censal Survey - Aboriginal Peoples Survey (APS)

Purpose: The Aboriginal Peoples Survey is mandated under the federal government's Aboriginal action plan "Gathering Strength". It will provide a profile of the lifestyles and living conditions of the Aboriginal populations, for both adults and children resident on and off-reserves. Special components will provide further insight into the situation of the Métis and the Inuit. APS will offer comprehensive information on subjects such as: employment, education, language, tradition, technology, health, social issues and housing that will be used by Aboriginal peoples and by governments at all levels for the development of policies and programs designed for Aboriginal peoples.

Description: The APS was conducted in the fall of 2001 and the spring of 2002. Four questions on the 2001 Census of Population (Q.17, 18, 20 & 21) served to identify the target population and to draw the sample for the survey. Survey respondents were advised at the time of collection that information they provided to the Census would be linked to information they provided on the APS. There are two different linkages. The first involves linking the survey respondent's own census data to the APS master file. This activity adds information on the respondent's socio economic characteristics to the APS eliminating the need to collect this information. The second type of linkage involves deriving variables from the Census data pertaining to the respondent's family or household members. This linkage activity will select data from the census records of family members, derive a "family" level variable and place this information on the respondent's record on the APS file. No census data from identifiable family members will be on the APS file, only the derived variables will be loaded on this file.

Output: This is a one time linkage activity. Only aggregate data that conform to the confidentiality provisions of the Statistics Act would be released outside of Statistics Canada. It is proposed to release a public use microdata file from the survey. After the linkages have been completed, all of the identifiers are removed from the linked composite file. The resulting analytical file without identifiers will be retained indefinitely.

Annual Benchmarks of Net Income of Unincorporated Business

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Annual Benchmarks of Net Income of Unincorporated Business

Purpose: To improve the accuracy of Gross Domestic Product (GDP) estimates by producing North American Industrial Classification System (NAICS) based estimates of annual benchmarks by province and industry of net income of unincorporated business. These benchmarks are incorporated into the input-output tables, which provide a measure of GDP, by industry. They are also used to project quarterly estimates of net income of unincorporated business; a component of income based GDP, by industry.

Description: Industry estimates derived from the tax data were based on the 1980 Standard Industrial Classification System (SIC80). The industry code was either self assigned by the tax filer (based on a list of possible codes provided in the T1 Tax Guide), or assigned at Canada Customs and Revenue Agency (CCRA) based on the response to the question "Main Product or Service", which appears on the Selected Financial Data Statements (SFD). The introduction of the North American Industrial Classification System (NAICS), for reference year 1997, necessitated the need to convert the CCRA T1 tax data from SIC80 to NAICS. This required the linkage of T1 records reporting net income from self-employment to the T1/Business Number (BN) linkage file to obtain the Business Number for the unincorporated businesses. The BN was then linked to the Business Register to obtain the six digit NAICS code.

Output: Only aggregate data conforming to the confidentiality provisions of the Statistics Act are released from this file outside of Statistics Canada. No identifiers are retained on the linked file which is used for benchmarking purposes. The linked files without identifiers are retained indefinitely.

Survey of Environmental Protection Expenditures
Analysis of Establishment Data on Investment, Capacity Use and Production
Cape Breton Community Employment Innovation Project (CEIP)
Follow-up of the Study of Sarnia Glass Fibre Workers
Polysar Synthetic Rubber Workers Mortality Update Study

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Survey of Environmental Protection Expenditures

Purpose: This combined collection and linkage activity would allow the creation of an enhanced analysis file while keeping response burden and collection costs at a minimum. This activity would provide additional information on financial and employment data for the establishments in the survey.

Description: To combine data from the Survey of Environmental Protection Expenditures with the Annual Survey of Manufactures, the Oil and Gas Extraction Survey, the Coal Mines Annual Survey and the Electric Utility Financial Report from Statistics Canada and the Annual Census of Mines, Quarries and Sand Pits collected by Natural Resources Canada. This combined collection and linkage activity would allow the creation of an enhanced analysis file while keeping response burden and collection costs at a minimum.

Output: The combined data file would be used to produce aggregate data and analytical reports. Only aggregate data would be released outside of Statistics Canada. Although respondents were not informed of this proposed linkage activity at the time of the 1997 collection, it is planned to inform respondents at the time of the next collection of this extended use of their survey data. The analysis file will be retained indefinitely.

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Analysis of Establishment Data on Investment, Capacity Use and Production

Purpose: To provide additional information on the relationship between reported rates of capacity use, production data and capital spending patterns. The Investment and Capital Stock Division (ICSD) produces Statistics Canada's rates of capacity use. As part of its ongoing efforts to maintain the relevance and accuracy of this series, ICSD would like to analyze establishment-based data on capacity use and production patterns in the manufacturing sector.

Description: This is an internal activity to combine data from the Capital Expenditures Survey and the Monthly Survey of Manufacturing for the years 1995 to the present and annually on an ongoing basis.

Output: The combined data file would be used to produce aggregate data and analytical reports. Only aggregate data would be released outside of Statistics Canada. Although respondents were not informed of this proposed linkage activity at the time of collection, it is planned to inform respondents at the time of the next collection period of this extended use of their survey data. The analysis files will be retained indefinitely.

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Cape Breton Community Employment Innovation Project (CEIP)

Purpose: The CEIP is a research demonstration project designed to test the use of the income security system to support the ongoing efforts of local communities to build new and sustainable economies. The CEIP project offers paid community employment to Employment Insurance and Income Assistance recipients for a three year period. Human Resources Development Canada (HRDC) is implementing a test of this new initiative in Cape Breton. HRDC has contracted with the Social Research and Demonstration Corporation (SRDC) to manage the overall project. SRDC has contracted with Statistics Canada to select the sample of potential participants, undertake the required data collection activities and create the linked analysis files required in the evaluation of this research demonstration.

Description: The participants are followed for eight years from the start of the project. The evaluation and analysis planned for this project requires the availability of survey data linked to administrative and program records. The files to be linked are from the CEIP baseline enrolment collection form, Employment Insurance records, Income Assistance records, Income Tax and Child Tax Benefits records, and assessment information on project participation. Participants are providing written consent for all aspects of the project, including the linkages and the release of the linked information, after identifying information has been removed.

Output: An analysis file without identifiers will be released to the researchers at SRDC with the written consent of the participants and a disclosure order signed by the Chief Statistician. The composite linked records with identifiers generated for this study will be retained for 10 years after the last enrolment of participants in Personal Information Bank STC PPU 121 - Community Employment Innovation Project. Following the proposed retention period, all identifiers will be removed from the composite file and it will then be retained indefinitely.

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Follow-up of the Study of Sarnia Glass Fibre Workers

Purpose: A study undertaken by McMaster University sponsored by the Ontario Workplace Safety and Insurance Board to examine the long-term health effects on workers of exposure to glass fibres in the manufacturing of glass fibre insulation.

Description: This update will link the Sarnia workforce cohort to the most recent records in the Canadian Mortality Data Base and the Canadian Cancer Data Base to determine if mortality in the glass fibre workers is greater than that in the general male population of Ontario, taking into account age and calendar time. Primary interest will focus on whether there is an increase in lung cancer; but the study will also examine gastro-intestinal cancers and non-malignant respiratory disease. Of secondary interest is whether there is an increase in all cancers combined or in other specific cancer sites. The data will also be used to determine if there are exposure-response relationships for these diseases.

Output: An analysis file will be released to the researchers with the written consent of provincial Vital Statistics Registrars and the Directors of the Cancer Registries. The composite linked records generated for this study will be retained for a minimum of 10 years as part of Personal Information Bank STC PPU 076 - Long-Term Medical Follow-Up Study Files.

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Polysar Synthetic Rubber Workers Mortality Update Study

Purpose: A study to update a previously approved linkage of the Polysar Synthetic Rubber Workers Mortality to determine the health risks associated with exposure to chemicals and processes used in the production of synthetic rubber. The current study is the Canadian portion of a combined North American study of synthetic rubber workers, sponsored by the U.S. Health Effects Institute. The Institute is an independent, non-profit corporation chartered to provide scientific information on the health effects of pollutants from motor vehicles and other sources in the environment.

Description: This update will link the Polysar workforce cohort to the most recent records in the Canadian Mortality Data Base to determine if mortality in the workers is greater than that in the general population. Results of previous studies showed that work in jobs entailing high exposure to 1,3-butadiene (BD) was positively associated with leukaemia mortality.

Output: An analysis file without names or identifiers will be released to the researchers with the written consent of the provincial Vital Statistics Registrars. The composite linked records generated for this study will be retained for a minimum of 10 years as part of Personal Information Bank STC PPU 076 - Long-Term Medical Follow-Up Study Files.

Unified Enterprise Survey

5-3600-123.3 STC/UES-307-75135

Reporting Guide

This guide is designed to assist you as you complete the 2010 Annual Head Office Survey. If you need more information, please call the Statistics Canada help line at the number below.

Help Line: 1-800-972-9692

Table of contents

A - Introduction
Label
Survey purpose
Main business activity
B - Revenue
C - Expenses
D - Employment at this head office
E - Events that may have affected your head office
F - Comments

A - Introduction

Label

If the information included on the label is incorrect, please make corrections in the boxes below the label.

Survey purpose

This survey is conducted to improve the accuracy and completeness of statistics on businesses in Canada. On behalf of the enterprise as a whole, head office entities purchase a wide range of services from external businesses (e.g., legal, advertising, insurance) and perform general administrative functions (e.g., payroll, employment, accounting). Some head offices also undertake additional actions, such as generating revenue, either through transactions with external clients or with internal clients (i.e., other entities within the same enterprise).

These data will be aggregated with information from other sources to produce official estimates of national and provincial/territorial economic production in Canada, as well as official estimates of activity by industry. Those estimates are used by government for national and regional programs and policy planning and by the private sector for industry performance measurement and market development.

Main business activity

Please check the category that most accurately describes the nature of your head office activities. There is usually one centralized head office within an enterprise; however, there may be many divisional or regional head offices. If your business unit does not meet either of these definitions, please call 1-800-972-9692 before resuming the questionnaires.

B - Revenue

Revenue is divided into two main categories: revenue from transactions with external clients and revenue from transactions with internal clients. Please report accordingly.

1. During the reporting period, have you recorded any exclusive head office revenue?

Please check «yes» only if this head office recorded any form of revenue that has not been reported by another entity of the same enterprise. If you check «yes» to this question, you should report this revenue in section B.

2. During the reporting period, has your head office recorded any revenue from outside Canada for services offered by employees of this head office?

Please check «yes» only if this head office recorded any form of exclusive revenue that has not been reported by another entity of the same enterprise and that is coming from outside of Canada. If you check «yes» to this question, you should report revenue in section B.

3. Sales of services produced by employees of this head office for sale to external clients

Include

• revenue generated by research and development work.

Exclude

• any revenue received from sales of goods; please report these revenues in section B, question 5.

5. Other operating revenue from external clients

Include

• commissions;
• any other operating revenue not included in another category.

11. Non-operating revenue

Include

• gains from exchange rate changes;
• any other non-operating revenue not included in another category.

C - Expenses

1. Salaries and wages of head office employees ONLY

Amounts reported for salaries, wages and commissions should be gross, before any deductions at source.

Include

• vacation pay;
• overtime payments;
• bonuses (e.g. annual, ability, Christmas, incentive, sign-on, and merit);
• director’s fees;
• profits shared with employees;
• commissions paid to regular employees;
• taxable allowances (e.g., car expenses).

Exclude

• employer contributions to workers’ compensation; please report these expenses in section C, question 2;
• employer contributions to employee welfare and benefit plans (e.g., for pensions, insurance, medicare and supplementary employment benefits); please report these expenses in section C, question 2.

2. Employer portion of employee benefits

Include

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

3. Transportation, shipping (contracted out), warehousing, storage, postage and courier expenses

Include

• railway transport services of freight, letters and parcels;
• road transport services of freight, letters and parcels;
• moving services of household and office furniture and other goods;
• transport services via pipeline;
• air and maritime transport services of freight, letters or parcels;
• rental services of truck, vessels for coastal and transoceanic transport, inland water vessels or aircraft with operator;
• refrigerated storage services;
• bulk liquid or gas storage services;
• postage and courier services;
• rental and leasing of vehicles, machinery and equipment with driver or operator.

4. Telephone and other telecommunication expenses

Include

• telephone, fax, cellular phone, or pager services for transmission of voice, data or image;
• Internet access charges and purchased cable and satellite transmission of television, radio and music programs;
• wired, wireless and satellite telecommunication services;
• online access and information provision services.

Exclude

• rental and leasing of telecommunication equipment; please report these expenses in section C, question 5.

5. Rental and leasing expenses

Include

• rental of office space or other real estate;
• rental of motor vehicles (without driver);
• rental of computers and peripherals (without operator);
• rental of other machinery and equipment (without operator);
• rental and leasing of telecommunication equipment;
• rental or leasing services concerning other goods (e.g., video tape, televisions, furniture).

Exclude

• rental and leasing of vehicles, machinery and equipment with driver or operator; please report these expenses with the associated function (e.g., rental of motor vehicle with operator should be reported in section C, question 3).

6. Purchased repair and maintenance service expenses, including janitorial and cleaning services

Include

• materials, parts and labour;
• purchased repair and maintenance service expenses for buildings, structures and motor vehicles;
• purchased repair and maintenance service expenses for other goods (e.g., fabricated metal products or furniture repair services).

Exclude

• property management fees; please report these expenses in section C, question 14.

7. Payments to employment agencies or personnel suppliers

Include

• executive search services;
• employment agency services.

8. Purchased research and development expenses (contracted out)

Include

• research and development expenses in physical science, chemistry, biology, engineering, technology, agricultural sciences, medical sciences, pharmacy, sociology, psychology and economics.

9. All other professional and business services

Include

• any other professional and business service expense not included in another category.

10. Insurance premiums

Include

• life insurance;
• accident and health insurance services;
• motor vehicle, marine, aviation and other transport insurance services;
• freight insurance services;
• general liability insurance services;
• credit insurance services.

Exclude

• payments on behalf of employees which are considered to be taxable benefits; please report these expenses in section C, question 2.

11. Advertising and promotion expenses

Include

• planning, creating and placement services of advertising purchased from a third party;
• purchase of advertising space or time, on commission;
• trade show and exhibition expenses.

12. Travel, meal and entertainment expenses

Include

• passenger transportation, accommodation, meals while travelling, and other travel allowances;

event expenses.

13. Royalties and franchise fees

Include

• patents, trademarks and copyrights.

14. All other purchased service expenses not specified above

Exclude

• Interest expenses; please report these expenses in section C, question 21.

15. Office supply expenses

Include

• paper;
• photocopier, printer and fax machine supplies;
• CDs.

If not capitalized, also include only purchases of computers, printers, photocopiers, computer software and office furniture.

Exclude

• postage and courier expenses; please report these expenses in section C, question 3;
• telephone and other telecommunication expenses; please report these expenses in section C, question 4.

16. Supply expense linked to operation, repair and maintenance

Include

• parts and supplies for the operation, repair and maintenance of your equipment, vehicles and buildings;
• motor vehicle fuel expenses.

Exclude

• expenses that are covered in your rental and leasing expenses; please report these expenses in section C, question 5;
• expenses that are covered in your repair and maintenance service expenses; please report these expenses in section C, question 6.

17. All other materials, components and supply expenses

Include

• any other material, components and supply expense not included in another category.

18. Total purchased energy and water utility expenses

Exclude

• motor vehicle fuel expenses; please report these expenses in section C, question 16;
• expenses that are covered in your rental and leasing expenses; please report these expenses in section C, question 5.

19. Amortization and depreciation

Amortization is the gradual writing off of capitalized costs and depreciation is the accounting process whereby the cost of capital assets is systematically allocated to current operations over the term of its useful life. This process recognizes the gradual exhaustion of the service capacity of the capital assets. 5-3600-123.3 Page 5 Reporting guide:

20. Property and business taxes, licences and other permits, including building permits and development charges

Include

• property taxes, except those covered in your rental and leasing expenses;
• property transfer taxes;
• large corporation capital taxes;
• vehicle licence fees;
• lot levies;
• lease fees to governments (e.g., stumpage fees);
• building permits and development charges.

23. All other expenses

Include

• bad debt expense;
• donations and inventory adjustments.

D - Employment at this head office

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

Exclude

• contract and subcontract workers who are not part of your payroll;
• company pensioners;
• persons working on a full commission basis for whom you are not making Canada Pension Fund (CPP) or Quebec Pension Fund (le Régime des rentes du Québec) or employment insurance (EI) contributions;
• outside directors of incorporated companies.

E - Events that may have affected your head office

In the space provided, please make note of any factors (e.g., strike, layoffs, weather) that affected your head office in comparison to last year. Your response reduces the likelihood of further inquiries seeking to understand significant changes from one year to the next in reported values.

F - Comments

Statistics Canada invites you to comment on any aspect of the survey. All comments are appreciated and reviewed.

Thank you!