Statistics Canada's 2025-26 Departmental Plan: At a glance

A departmental plan describes a department's priorities, plans and associated costs for the upcoming three fiscal years.


Key priorities

Canadians need high-quality, insightful and accessible data to support informed decision making. Statistics Canada's mission is to provide the trusted data, statistical services and insights required for these decisions. The agency holds itself to very high standards of quality, privacy protection, communications and measurement to maintain the trust of Canadians, businesses and institutions. In 2025-26, Statistics Canada will continue to deliver regular data releases and updates on a wide variety of topics, while monitoring and responding to emerging challenges and opportunities in the overall statistical landscape.

Statistics Canada's 2023 to 2026 strategic plan articulates the agency's vision to drive its modernization journey forward and outlines its priorities over the period. The plan is very much in line with the agency's overall modernization principles and builds on the agency's past successes and investments in areas such as data science, cloud technologies and other modern tools to continue improving processes, deliverables and outcomes. Statistics Canada's key priorities for 2025-26 are the following:

  • Advance the next generation of statistical programs and operations.
  • Adopt a complete enabling infrastructure.
  • Shape a healthy, diverse and skilled workforce to meet the current and future needs of Canadians.

Highlights

In 2025-26, total planned spending (including internal services) for Statistics Canada is $827,908,530, and total planned full-time equivalent staff (including internal services) is 7,480. For complete information on Statistics Canada's total planned spending and human resources, read the Planned spending and human resources section of the full plan.

The following summarizes the agency's planned achievements for 2025-26 according to its approved Departmental Results Framework. A Departmental Results Framework consists of a department's core responsibilities, the results it plans to achieve and the performance indicators that measure progress toward these results.

Core responsibility: Statistical information

Statistics Canada's core responsibility is to produce objective, high-quality statistical information for the whole of Canada.

Planned spending: $728,582,988

Planned human resources: 6,762

Departmental results

The agency aims for three broad results to measure the success of its activities:

  • High-quality statistical information is available to Canadians.
  • High-quality statistical information is accessed by Canadians.
  • High-quality statistical information is relevant to Canadians.

The plans to achieve results for statistical information in 2025-26 focus on key areas that will shape Canada's data landscape in the coming years. First, preparations for the 2026 Census of Population and Census of Agriculture are underway to improve data collection tools and communication technologies, while working with stakeholders to address potential data gaps. This work helps ensure that census information will provide valuable insights for government priorities. Similarly, the Census of Environment will deliver more information on the condition of ecosystems across Canada, helping Canadians understand the costs of environmental changes, including climate change.

Likewise, new standards on measuring business investments in data, as well as additional data on emerging technology adoption (e.g., artificial intelligence and clean technology), will improve economic statistics. Additionally, rapid population growth highlights the need for more data on housing markets to assess how demographic shifts are influencing housing demand. Other social statistics programs, like those focusing on health and crime, are also evolving to provide more granular information that speaks to a diversity of experiences, enhancing their relevance for stakeholders. In 2025-26, Statistics Canada will continue developing adaptive and forward-looking statistical programs to effectively support the complex and evolving information needs of governments, businesses and citizens.

The agency is building a strengthened infrastructure, driven by accelerating technological change, decreasing response rates, increasing data proliferation, and expanding opportunities for more data integration and linkage. In 2025-26 and future years, Statistics Canada will prioritize several key areas of infrastructure and technological capabilities, notably accelerating methodological advancements, advancing data management and access, optimizing cloud infrastructure, and shifting activities toward open-source technology like R and Python.

With the goal of fostering a healthy, diverse and skilled workforce to support the agency's mission, Statistics Canada will continue to build and maintain a diverse workforce and an inclusive workplace, strengthen values and ethics within the agency, build a workforce proficient in advanced statistical methods and data integration techniques, and implement new coaching and leadership programs in 2025‑26.

Most importantly, to maintain the trust of its data providers, users and Canadians, Statistics Canada will keep ensuring that data are treated responsibly and ethically throughout their life cycle, guided by international standards, best practices and transparency. The agency follows the United Nations Fundamental Principles of Official Statistics (PDF) and its own frameworks to ensure data are relevant, impartial and available to all.

More information about statistical information can be found in the full plan.

Audit of Quality Assurance - Consumer Price Index

November 2024
Project number: 80590-139

Table of contents

Executive summary

The Consumer Price Index (CPI) program is a mission critical program necessary to meet Statistics Canada's core legislated mandate. The CPI is often used as a general indicator of inflation in Canada and is widely known, quoted and trusted by Canadians.

Monthly production of the CPI follows an iterative data flow process with validation and quality checks occurring at various points throughout. To meet the preannounced publication dates, the CPI program must follow a tight production schedule. Additionally, because of its extensive use for indexation purposes, the CPI is not subject to revision.

The CPI is measured based on a basket of consumer goods and services. Weights are assigned to product groups in the CPI basket through a basket update process that occurs annually. These basket weights are then applied when calculating the monthly CPI.

The agency has developed a structured approach to achieving high-quality statistical outputs as described in its Quality Assurance Framework and complementary Quality Guidelines. Together, these foundational tools define the elements of quality pertaining to the production of official statistics. While practical guidelines and checklists exist, staff expertise, judgment and unique skill sets remain essential—all activities within the production process must show a concern for quality.

The agency has also developed the Directive for the Validation of Statistical Outputs and the accompanying Guidelines for the Validation of Statistical Outputs, which aim to strengthen quality assurance and support the quality of statistical outputs. These instruments provide guidance and practical advice regarding validation—a final and very important quality check that statistical outputs must pass prior to dissemination. This final check challenges the validity of the statistical information to ensure there are no design flaws or execution errors left undetected.

Lastly, the International Monetary Fund's Consumer Price Index Manual: Concepts and Methods provides a comprehensive overview of the methods and practices that national statistical organizations should consider. The international standards contained within provide guidelines on best practices and promote the quality and international comparability of national CPIs.

Why is this important?

The CPI is relied upon by various stakeholders such as governments, businesses, the Bank of Canada, the System of National Accounts and academia. One of the core principles underpinning the agency's statistical programming is quality—a commitment that helps to foster and sustain the trust of Canadians and agency stakeholders. This audit was conducted due to the importance of quality to the agency's success.

Overall conclusion

Management has implemented an adequate quality control framework to ensure the high quality of CPI outputs and the consistent application of related quality assurance processes. Quality assurance mechanisms are in place throughout the data flow process and embedded in the direction of the program. Dedicated staff present themselves as well seasoned and knowledgeable about their roles, responsibilities and accountabilities, and can articulate those of their colleagues and peers alike. Some opportunities for improvement were noted in the areas of adherence to validation guidelines, tools and guidance, and risk management.

Key findings

Validation of monthly outputs

Various quality assurance activities are being performed by the CPI program to validate its monthly statistical outputs, and the results are being discussed through appropriate governance mechanisms that include senior management. Relevant roles, responsibilities and accountabilities are mostly documented and well understood, and employees are generally supported by processes and procedures that direct the validation of monthly CPI outputs. The CPI program has not formally documented a validation strategy for its monthly outputs, and formal validation reports are not prepared, as required by agency guidelines.

Quality assurance within the annual basket update process

Numerous quality assurance and validation activities are being performed by the CPI program during a basket update. These activities are being documented, the results are being reported to program management and suitable governance processes are overseeing the quality assurance of basket updates. Roles, responsibilities and accountabilities for quality assurance within the basket update process are documented and understood by most, and supporting processes and procedures are in place—though some limitations were observed. A comprehensive validation strategy has not been developed for basket updates.

Quality assurance over the receipt and preparation of alternative data sources

The CPI program consistently performs various quality assurance activities when ingesting alternative data sources, and governance processes are in place to oversee the quality assurance of alternative data sources used in the production of the CPI. Roles, responsibilities and accountabilities for quality assurance of alternative data sources are documented and well understood. Relevant processes and procedures are well documented yet evolving, and some key processes require refinement for the program to reach full maturity in machine learning operations.

Risk management

CPI management and staff have a general awareness of program risks and some ad hoc risk management activities are occurring. However, risk management processes are not formally documented for the CPI program.

Conformance with professional standards

The audit was conducted in accordance with the Mandatory Procedures for Internal Auditing in the Government of Canada, which include the Institute of Internal Auditors' Global Internal Audit Standards.

Sufficient and appropriate audit procedures have been conducted, and evidence has been gathered to support the accuracy of the findings and conclusions in this report and to provide an audit level of assurance. The findings and conclusions are based on a comparison of the conditions, as they existed at the time, against pre-established audit criteria. The findings and conclusions are applicable to the entity examined and for the scope and period covered by the audit.

Steven McRoberts
Chief Audit and Evaluation Executive

Introduction

Background

The Consumer Prices Division (CPD) is mandated to produce timely and relevant data on consumer price change over time and across geographical areas in Canada. To accomplish this, the CPD produces and publishes the Consumer Price Index (CPI) monthly. The objectives of the CPI program are to provide reliable and timely measures of consumer price change and high-quality information to data users within set service standards.

The CPI program is a mission critical program necessary to meet Statistics Canada's core legislated mandate. The CPI itself is an indicator of change in prices experienced by Canadian consumers. It is calculated by comparing, through time, the cost of a fixed basket of goods and services. The index is often used as a general indicator of inflation in Canada. It is widely known, quoted and trusted by Canadians. One of its most important uses is by governments, businesses and individuals to adjust selected contractual or legislated payments in line with inflation. Additionally, the CPI informs monetary policy, aids the Bank of Canada as it seeks to maintain inflation within its target range and enables the System of National Accounts to estimate gross domestic product in constant dollars. The CPI is released monthly, via The Daily,Footnote 1 within 31 days of the price observation period. The release is typically on the third week of the month following the price observation period.Footnote 2

Monthly production of the CPI follows an iterative data flow process whereby products and geographies are classified, a sampling strategy is determined, outlets are selected, and prices are collected. Once the datasets are gathered, they are reviewed, edited, imputed, and quality adjusted. Afterward, the elementary price indexes are calculated and aggregated, the results are analyzed and the monthly CPI statistics are disseminated. Validation and quality checks occur at various points as the data flows through the production process. To meet the preannounced publication dates, the CPI program must follow a tight production schedule. Additionally, because of its extensive use for indexation purposes, the CPI is not subject to revision.

The CPI is measured based on a basket of consumer goods and services. The CPI basket is classified using eight product groupsFootnote 3 (e.g., food), which are made up of 187 basic aggregates (e.g., gasoline and fresh fruit) and 490 elementary aggregates (e.g., apples). Elementary aggregates are added or deleted from the basket as consumption patterns change over time. Weights are assigned to product groups in the CPI basket through a basket update process. These basket weights are then applied when calculating the monthly CPI.Footnote 4

The agency has developed a structured approach to achieving high-quality statistical outputs, as described in its Quality Assurance Framework (2017) and complementary Quality Guidelines (2019). Together, these foundational tools define the elements of quality pertaining to the production of official statistics and support program managers in ensuring high-quality data production processes.Footnote 5 While practical guidelines and checklists are provided, they are not intended to replace the expertise and judgment of the staff responsible for producing data. Moreover, all activities of every production process must show a concern for quality. All staff involved in statistical activities are responsible for ensuring that quality has high priority when designing and implementing statistical methods and procedures.

The agency has also developed the Directive for the Validation of Statistical Outputs (2015) and accompanying Guidelines for the Validation of Statistical Outputs (2015), which aim to strengthen quality assurance and support the quality of statistical outputs. These instruments provide guidance and practical advice regarding validation—a final and very important quality check that statistical outputs must pass prior to dissemination. This final check challenges the validity of the statistical information to ensure there are no design flaws or execution errors left undetected.

Lastly, the International Monetary Fund's Consumer Price Index Manual: Concepts and Methods (2020) provides a comprehensive overview of the methods and practices that national statistical organizations should consider. The international standards contained within provide guidelines on best practices and promote the quality and international comparability of national CPIs.

Audit objective

The objective of this audit was to provide reasonable assurance that management has established an adequate quality control framework to ensure the high quality of CPI outputs and the consistent application of related quality assurance processes.

Scope

The scope of the engagement included an examination of select components of the CPI program's quality control framework, including governance and oversight, roles and responsibilities, established quality assurance processes that are supported by tools and guidance, and the application of such processes.

Field work in relation to the above included the following specific areas:

  • activities performed to validate CPI outputs before they are released to the public
  • quality assurance within the annual basket update process
  • quality assurance over the receipt and preparation of alternative data sources used in the production of the CPI.

A sample of quality assurance processes were selected for testing to confirm they were functioning as intended. The focus was on specific activities being performed by the CPI program to ensure the high quality of statistical outputs. This audit did not include the reperformance of any CPI calculations nor assess or comment on the accuracy or validity of actual statistical outputs released by the CPI program.

With respect to audit scope, use of the term "CPI outputs" or "statistical outputs" includes The Daily text and all supporting Common Output Data Repository tables published online for public consumption in accordance with the CPI's official monthly release schedule. Also included is the table of CPI basket weights that is published online and updated annually. The CPI program also publishes monthly average retail prices tables, a data visualization tool, and assorted articles, reports, journals, and periodicals. These additional publications were not included within the scope of this audit.

The period under review was January 1, 2023, to June 30, 2024.

Approach and methodology

Field work consisted of

  • interviews and walkthroughs with key management and staff
  • examination and analysis of relevant documentation
  • testing of a sample of relevant quality assurance processes
  • review of current policies, guidelines and standards
  • review of select committee meetings agendas and records of decision.

Authority

The audit was conducted under the authority of the approved Statistics Canada Integrated Risk-based Audit and Evaluation Plan (2023/2024 to 2027/2028).

Findings, recommendations and management response

Validation of monthly outputs

Various quality assurance activities are being performed by the CPI program to validate its monthly statistical outputs, and the results are discussed through appropriate governance mechanisms that include senior management. Relevant roles, responsibilities and accountabilities are mostly documented and well understood, and employees are generally supported by processes and procedures that direct the validation of monthly CPI outputs. The CPI program has not formally documented a validation strategy for its monthly outputs, and formal validation reports are not prepared, as required by agency guidelines.

In a statistical process, validation is the set of activities that ensures that weighted estimates and aggregate statistics are reliable, sound and defensible. It includes the processes used to identify and correct inconsistencies in microdata and macrodata using diagnostic tools and subject matter expertise. Validation activities therefore assess the quality of a statistical output in terms of its accuracy, coherence, and overall reasonableness. Statisticians validate the quality of the outputs produced, in accordance with a general quality framework, relative to expectations based on their cumulative knowledge of the specific statistical domain. Validation is meant to challenge rather than rationalize estimates. Therefore, it is important that unusual results or movements are understood and that atypical estimates are a trigger for more detailed investigation.

Statistics Canada's Directive for the Validation of Statistical Outputs (the Directive) makes the necessary provisions to ensure that validation is carried out and documented on all of the agency's statistical outputs. It requires that all mission critical programs perform the validation steps described as per the agency's Guidelines for the Validation of Statistical Outputs (the Guidelines) unless a justification can be given as to why the step could not be completed. As a mission critical program, the CPI is expected to comply with both the Directive and the Guidelines.

The Guidelines state that directors "shall ensure that each program in their Division has a validation strategy in place which meets the requirements of the Directive [for] the Validation of Statistical Outputs." A validation strategy details a statistical program's planned validation activities to be conducted and the specifics on what will be done (e.g., which files to confront or which external partners will be implicated). Each program's validation strategy should be documented within a validation report, though no specific format is required for the report. In most instances, the validation strategy component of the validation report will remain stable over time and will need to be updated only as changes are made to the validation measures used. Program directors are expected to review each program's validation strategy at least every three years to ensure the validation activities being conducted are sufficient to mitigate risks to data quality.

The Guidelines further require the validation report to be updated each production cycle to record the results of the program's latest validation activities. If perceived or actual anomalies were found, these discrepancies, the investigation that was conducted, and either the correction strategy implemented or the reason for accepting the discrepancy must be documented. The report must only capture the main points or the significant elements of the validation process but offer enough detail so that it is clear why the data quality conclusion has been reached.

The CPI program regularly performs many of the quality assurance activities for validating monthly CPI outputs as required by the Guidelines. Governance processes are in place to oversee the validation of statistical outputs.

The Guidelines divide validation activities into eight subject matter-based activities and two process-based activities. The subject matter-based validation activities are (1) analysis of change over time, (2) verification of seasonally adjusted estimates, (3) verification of estimates through cross-tabulation, (4) coherence analysis based on known current events, (5) confrontation with other similar sources of data published by Statistics Canada, (6) consultation with stakeholders internal to Statistics Canada, (7) participation in the Daily Forum and (8) formal briefing to the Executive Governance. The process-based validation activities are (1) review of production processes and (2) coherence analysis based on quality indicators (see Appendix B for a description of validation activities).

The audit team learned that responsibilities for each of the eight product groups within the CPI basket are assigned to five unitsFootnote 6 within the CPD's Production Subdivision. Further, the completion of some validation activities is a joint responsibility among units within the Production Subdivision and the Analysis and Dissemination Units, while others are the sole responsibility of one unit within the CPD. Consequently, five of eight product groups and relevant units within the Production Subdivision were sampled alongside the Analysis and Dissemination Units to assess the application of key validation steps within the Guidelines for three randomly sampled reference months. All units selected were assessed based on preexisting responsibilities and accountabilities for ten key validation steps (listed above). Overall, of the eight required subject matter-based validation steps, five were determined to be fully compliant and three were compliant with condition. As for the two process-based steps, both were deemed non-compliant (details below).

The audit found that—each month—all units complete monthly analysis reports that document the price movements, patterns, trends and drivers for each assigned product group. Monthly index review meetings are then held between the production units and the Analysis Unit to present price movements for discussion and peer review, such as year-over-year and month-over-month analyses and key drivers of changes in price. The monthly analysis reports generated by the production units act to disseminate information and validate each individual product group at their respective aggregate level. The Analysis Unit may request additional information and subsequently perform activities to validate the all-items CPIFootnote 7 at the aggregate macro level. These monthly index review meetings include key CPI management and staff and act as a verbal sign-off for program managers to approve data at the aggregate index level. Additionally, the audit found that the CPI program is presenting their monthly pre-release results and obtaining verbal sign-off from the program and senior management—including the Strategic Management Committee—in alignment with key validation requirements (see Appendix B). The Strategic Management Committee is a Tier 1 committee that provides broad strategic direction for the agency and acts as the body for all decision-making related to the corporate-level management and governance of the agency.

Review of production processes

While ad hoc activities are being undertaken to address and resolve issues and challenges that arise, a proactive review of production processes by the production units sampled was not observed. That said, the designated unit head was able to articulate several instances where issues and challenges arose, and explain the steps and actions taken to address and resolve such issues. Therefore, actions are being taken to address production process issues, but are not actively monitored as part of the validation process.

Coherence analysis based on quality indicators

Interviews revealed that there are Government of Canada service standards for the CPI program, such as client acknowledgments must be sent within 24 hours and the monthly CPI release is required to be published within 31 days of the price observation period. Moreover, the CPD tracks and reports on web metrics such as the number of hits on specific websites; however, quality indicators for the CPI program do not exist beyond this capacity. CPI management confirmed that a coherence analysis based on quality indicators for the program is not being performed as per the Guidelines.

Roles, responsibilities and accountabilities for CPI monthly validation activities are mostly documented and appear to be communicated and well understood by relevant employees. Some processes and procedures are in place to direct the validation of CPI monthly statistical outputs.

Performance agreement work objectives for key CPI management and staff include some significant validation activities such as data verification, the verification and analysis of outliers, and the identification of processing issues. Likewise, job postings and statements of merit criteria recognize the need for some key validation activities.

Commodity units are responsible for generating and maintaining their own workload trackers. Each one is unique, without a common look and feel; however roles, responsibilities and accountabilities can be found to varying degrees, some limited, within each tracker. Commodity units disperse workload based on commodity class, and all activities for each commodity class are in most cases performed by the same analyst.

Discussions regarding the segregation of duties with key CPI staff found that it could add an additional layer of control to segregate the activities of conformity and acceptance and statistical review and validation; however, such segregation of duties may also add a layer of unnecessary complexity for staff. Currently, these activities are not being segregated for most commodity units as it is seen to be more beneficial for each analyst to build subject matter expertise within their respective commodity groups. This enables analysts to fluidly speak to price movements. Moreover, as the Analysis Unit performs an impartial review of the all-items CPI, there is an additional layer of oversight currently built into the validation process to catch any potential outliers in the data.

Interviews with key CPI management and staff revealed that there is a certain amount of training and expertise that can be gained via on-the-job shadowing, which is occurring when new employees are on-boarded. Additionally, most employees felt and were clearly able to demonstrate they understood their roles, responsibilities and accountabilities, as well as those of their colleagues, and that these roles, responsibilities and accountabilities were communicated to them.

Of the tools and guidance requested by the five production units sampled and the Analysis and Dissemination Units, most provided ample documentation to support the discharge of their responsibilities as it relates to validation activities. All production units have templates to generate monthly index analysis reports. The Analysis Unit has a guide that provides direction on how to produce the monthly CPI release in The Daily and prepare and present analytical material to division and agency management. Moreover, the Dissemination Unit uses a CPI monthly task list to track activities performed to release monthly CPI outputs and a CPI data validation guide, which contains steps to download, format and validate applicable CPI Common Output Data Repository tables against system reports.

While documentation exists, some opportunities for improvement were noted as it relates to the breadth and depth of detail, coverage of all validation activities as per the Guidelines, target audience, and continued relevance or applicability. For example, some guidance on performing data validation at the micro level can be found in the CPI Production Manual, though the guide omits validation activities at the aggregate level and was last updated in 2014, which limits its relevance.

Ample and extensive training documentation exists providing CPI employees with general information and guidance on data flows, objectives, program structure, etc. However, the documentation could provide specific guidance on CPI monthly validation activities, notably at the aggregate level.

The consensus among interviewees—while gaps exist (e.g., a lack of onboarding documentation and step-by-step procedural guidance for some units)—was that documentation generally exists for the CPI program. Yet, documentation is fragmented, and sifting through it to find what is needed proves challenging at times. Moreover, some of the skills and expertise needed to treat and analyze data at the micro level, as well as generating observations and building an understanding of price movements for a specific commodity group at both the micro and macro levels were reported as requiring a certain degree of on-the-job training. Although it is understandably not formally documented, in some instances, it was expressed that some of this training could be.

A formal validation strategy for monthly CPI outputs has not been developed, and formal validation reports are not being prepared for each production cycle.

The audit found that a formal validation strategy does not exist and that monthly validation reports are not being generated for the CPI program. The purpose of the validation strategy and validation reports is to ensure all required validation activities have been integrated into the program, are functioning as intended and are being monitored and evaluated. Validation reports specifically act to record and communicate the outcomes of investigations. Moreover, they can speak to and track potential patterns and trends of the monthly CPI data. Quality indicators for the program should be reported and align with the validation reports and the validation strategy.

Quality assurance within the annual basket update process

Numerous quality assurance and validation activities are being performed by the CPI program during a basket update. These activities are documented, the results are reported to program management and suitable governance processes are overseeing the quality assurance of basket updates. Roles, responsibilities and accountabilities for quality assurance within the basket update process are documented and understood by most, and supporting processes and procedures are in place, though some limitations were observed.

The CPI is a weighted average of the price changes of a fixed basket of goods and services, based on the expenditures of a target population in a given reference period. In order to be representative of the price change experienced by Canadians, the basket weights must be representative of how Canadians are spending their money. In 2021, the basket update process was changed from a multi-year update to an annual update to make the CPI basket more representative of Canadian spending habits. While more frequent basket updates should theoretically reduce substitution and new goods biases, this change also comes with increased levels of effort and introduces more opportunities for errors.

The audit team learned that the annual basket update process is complex and involves many quality assurance and validation activities requiring specialized knowledge and skill sets, which are performed by various teams and specific key individuals across the CPD. There are essentially two high-level groups of quality assurance and validation activities within the annual process: (1) quality assurance and validation of the new basket weight values, and (2) quality assurance and validation of the integration of the new basket weights within CPI production and dissemination systems. The numerous quality assurance and validation activities performed fall within these two groups and are mostly documented within a basket update schedule maintained by the CPD.

The CPI program performs numerous quality assurance and validation activities during a basket update, many of which align with the Guidelines. Governance processes are in place to oversee the quality assurance of basket updates.

The audit team selected a sample of 15 unique quality assurance and validation activities from the most recent basket update schedule. Supporting documentation demonstrating the performance of each step was requested and provided. The audit found that all 15 steps selected were completed by the appropriate teams and individuals to the best of their understanding.

The audit also found that the CPI program is compliant with expectations for documenting statistical metadata. There is a sufficient level of information available to Canadians about basket weights and the basket update process. This includes primary and alternative data sources used, i.e., supplementary information necessary to appropriately understand, analyze and use the statistical information is sufficiently available.

Further, there are multiple levels of oversight over the annual basket update process. The Basket Update Improvements Working Group, the Basket Update Management Committee and the CPI Steering CommitteeFootnote 8 all play a role in overseeing the yearly update to the basket. The objective of the working group is to identify areas of improvement in CPI basket update methods and processes, help plan work to implement improvements and recommend improvements to program management. Improvement activities are being undertaken and tracked. The management committee is attended by program management up to the director level. This committee reviews and approves changes to basket update methods and processes. Certain items are presented to the CPI Steering Committee, as required. A review of agendas and meeting minutes demonstrate that structured discussions are being had at various levels within the CPD to adequately oversee the quality assurance of basket updates.

Roles, responsibilities and accountabilities for key personnel relevant to quality assurance within the basket update process are mostly documented and understood. Processes and procedures are mostly in place to direct quality assurance within the basket update process.

The audit found that the primary guiding document for assigning roles and responsibilities is the basket update schedule maintained by the CPD. In addition, relevant responsibilities are included in work objectives for most of the teams and individuals involved. In most cases, individual roles, responsibilities and accountabilities were reported during interviews to be well understood, though one key analyst role was found to be undefined. Interviews also revealed some confusion around roles and responsibilities in relation to validating the additivity of special aggregates within the basket weights table. The Analysis and Dissemination Units indicated that it is not clear who is responsible for performing this validation check. Consequently, this year, several miscalculations were overlooked during earlier checks and were only discovered closer to the release of the new basket weights than desired.

Some procedural documentation was provided by most of the teams involved in the annual basket update process. In general, the audit found that the documentation provides sufficient guidance to team members in relation to their individual quality assurance and validation activities. However, there was acknowledgement that documentation for the Index Modelling Unit could be improved (e.g., there is no preexisting documentation describing—for each quality assurance activity performed—what is expected, what constitutes pass or fail, or how to document and communicate results). Similarly, the Analysis and Dissemination Units and one key analyst acknowledged the same gap in terms of detailed documentation.

A comprehensive validation strategy has not been developed for basket updates. A list of various quality assurance and validation activities and their results are documented and reported to program management, though there are some limitations.

As with the monthly CPI (as discussed above), the audit team understood that the annual basket update would also be subject to validation requirements, because the CPI basket weights table is a unique statistical output and is published independently, via The Daily, from the standard monthly CPI outputs. Therefore, the standard CPI monthly validation process would not cover the basket update itself.

Accordingly, the audit team requested a documented validation strategy for the annual basket update process. It was informed that the validation work completed is documented through the presentations that are provided to program management to facilitate their review and approval of the new basket weights via a series of certification meetings. The audit team reviewed the presentation decks provided and observed that they include a cumulative list of meeting focus items. The focus items included a review of the algorithm to be used as a quality assurance tool, Production Subdivision input regarding important outliers, a review of outstanding outliers, a summary of the weight review process and a review of relative shares. The audit team determined that this list could be considered a limited validation strategy. Even so, the final list cannot be mapped to all the key validation steps as per the Guidelines. Likewise, the basket update schedule is a reasonably detailed tool that explicitly assigns responsibilities for some key quality assurance and validation activities to various teams and individuals involved in the annual basket update process; however, it too cannot be mapped to the required validation steps for mission critical programs.

Regarding a validation report to record and communicate the results of the annual quality assurance and validation activities, the audit team was informed that complete documentation exists on all comments received, adjusted or not adjusted, the number of changes made, the net impact on each major aggregate, techniques used to make adjustments, and the actual amount of each adjustment made. The audit team examined the documentation provided and determined that it conceptually includes the components noted. Also, the results within the documentation provided are discussed during the certification meetings with program management (noted above), though records of the discussions are not kept. As with the validation strategy, however, the documentation provided is considered limited in terms of a validation report, because it cannot be easily or entirely mapped to all the validation steps required per the Guidelines.

Given the complexity and broad scope of participants involved in quality assurance and validation activities within the annual basket update process, a formal, comprehensive validation strategy would better support program management in clarifying roles, responsibilities and accountabilities. Further, without adequate procedural documentation supporting key roles and responsibilities, changes in personnel or oversight could cause certain quality assurance and validation activities to not be performed adequately or at all, leading to potential errors in the basket weights that are publicly released.

Recommendation

It is recommended that the assistant chief statistician, Economic Statistics, ensure that

  1. a comprehensive validation strategy is formally documented for the CPI program encompassing (1) monthly CPI outputs, including the tracking of program quality indicators, and (2) annual basket updates and formal validation reports prepared in alignment with requirements prescribed for mission critical programs as per the Guidelines for the Validation of Statistical Outputs.

Management response

Management agrees with the recommendation.

The CPI program will formally document its validation strategy, including the annual basket update, and align it with the corporate guidelines on the validation of statistical outputs for mission critical programs.

Deliverables and timelines

The director general, Industry Statistics, will

  1. formalize monthly CPI and annual basket update validation strategy document in alignment with the Guidelines for the Validation of Statistical Outputs by April 2025
  2. formalize cyclical validation reports in alignment with the Guidelines for the Validation of Statistical Outputs by September 2025.

The director general, Industry Statistics, in collaboration with the director general Modern Statistical Methods and Data Science, will

  1. establish preliminary quality indicators for price indexes and apply measures to the CPI program by April 2025.

Recommendation

It is recommended that the assistant chief statistician, Economic Statistics, ensure that

  1. roles, responsibilities and accountabilities pertaining to validation activities—in relation to (1) monthly CPI outputs and (2) annual basket updates—are reviewed and updated, as needed, and detailed processes and procedures are established as required.

Management response

Management agrees with the recommendation.

As part of the development of a comprehensive validation strategy, the CPI program will improve processes and procedures and clarify roles and responsibilities pertaining to these validation activities. This will include activities which have roles and accountabilities across multidisciplinary teams at various stages of the CPI production cycle.

Deliverables and timelines

The director general, Industry Statistics, will

  1. formally document assigned responsibilities, accountabilities and approval mechanisms for monthly CPI and annual basket update validation activities by March 2025
  2. update processes and procedures relating to monthly CPI and annual basket update validation activities by May 2025.

Quality assurance over the receipt and preparation of alternative data sources

The CPI program consistently performs various quality assurance activities when ingesting alternative data sources, and governance processes are in place to oversee the quality assurance of alternative data sources used in the production of the CPI. Roles, responsibilities and accountabilities for quality assurance of alternative data sources are documented and well understood. Relevant processes and procedures are well documented yet evolving, and some key processes require refinement for the program to reach full maturity in machine learning operations.

Statistics Canada continually strives to modernize and streamline data collection methods. Within the CPI program, alternative data sources, such as retail scanner data and web-scraped data, have been gradually replacing traditional field collection (i.e., interviewers visiting retail stores in person to collect price observations). Presently, about half of all price collection data—representing approximately 20% of the overall CPI basket—are collected through some form of alternative data source, with a goal to increase price collection data to 75%. The agency continues to work with potential new data providers to expand the use of alternative data sources.

This progressive increase in the use of alternative data sources has altered CPI production processes and methodologies, as well as data ingestion systems, which require appropriate capacity and resources to receive and prepare large datasets. Like many national statistical organizations, Statistics Canada's CPI program leverages supervised machine learning algorithms to effectively process these datasets.

The audit team observed that CPI program data scientists are key contributors to the United Nations' Committee of Experts on Big Data and Data Science for Official Statistics. Their task team on scanner data has developed a handbook on using new data sources in the production of consumer price statistics. Canada is also a member of the committee's advisory board and chair of its technical delivery board. CPI data scientists have published several articles and studies that have contributed to global advancement for CPI programs within the fields of alternative data sources and machine learning. Nevertheless, these are emerging disciplines for national statistical organizations and, consequently, international standards are not yet defined. The audit team was informed that most national statistical organizations are still researching and collaborating on methodologies in these areas.

The CPI program consistently performs various quality assurance activities when ingesting alternative data sources. Governance processes are in place to oversee the quality assurance of alternative data sources used in CPI production.

According to publications and research emerging from Statistics Canada and other national statistical organizations, several key processes can contribute to the quality of alternative data sources used in the CPI. These processes include obtaining data via negotiation with providers, global quality checks, detailed quality checks, machine learning models with manual validation, and subject matter quality assurance.

A judgmental sample of three forms of alternative data sources used by the CPI program was selected for detailed examination based on risk, prominence of use within specific product groups and the materiality of their basket weights, such that sampling covered approximately 50% of the CPI basket (for reference year 2022). The three forms of alternative data sources selected were (1) retail scanner data used for the food product group, (2) web-scraped data used for the clothing and footwear product group, and (3) other alternative data used for mortgage interest costs within the shelter product group. Three randomly sampled reference months were also selected (see the Validation of monthly outputs section). Based on the audit sample tested, the audit found that all quality assurance procedures for ingestion (e.g., global and detailed quality checks and manual validation of machine learning classifications) were consistently applied in accordance with documented procedures.

The audit team additionally observed that formal written agreements are in place with the major retailers who provide scanner data used in the production of the CPI. The International Monetary Fund's Consumer Price Index Manual: Concepts and Methods outlines this as a good practice for ensuring that quality and timeliness needs are met. Statistics Canada also has a contract in place with a third party to perform web scraping. The contract includes a detailed statement of work to ensure that the data received meet the agency's needs for quality and timeliness and that the agency provides retailer-specific instructions to the contractor to ensure alignment with the CPI classification structure. Employees involved in quality assurance processes for alternative data sources had no consequential concerns with respect to data timeliness.

The audit found that the CPI Steering Committee is actively overseeing the CPI program's expanding use of alterative data sources. The committee receives regular progress updates on the incorporation of new alternative data sources and the ingestion and processing of existing alternative data sources. Presentations to the committee include related issues, risks and resolutions. Information on quality assurance processes for retail scanner and web-scraped data, including machine learning operations, as well as ongoing work and accomplishments in these areas are also included.

Roles, responsibilities and accountabilities of key personnel involved in the quality assurance of alternative data sources are documented and well understood. Processes and procedures to direct the quality assurance of alternative data sources during ingestion are well documented yet evolving.

The audit found that roles, responsibilities and accountabilities related to quality assurance activities required for ingesting alternative data sources, including machine learning operations, were documented in a variety of individual procedural guidance. Interviews with key program management and staff also indicated that roles and responsibilities are well understood—there was no uncertainty or overlap expressed or noted.

Numerous procedural documents are used in the CPI program for processing retail scanner data, web-scraped data and other alternative data sources used in production. All key sub-processes were found to have at least one written procedural document. Though these documents were mostly developed at the team or unit level, they were deemed sufficiently detailed to assist relevant employees in the discharge of their responsibilities. Although procedural documentation delineating alternative courses of action in the event of alternative data limitations was not available, relevant employees were able to articulate solutions and provide examples of instances where limitations occurred and how they were effectively resolved.

Statistics Canada has additional guidance documentation in place for the use of alternative data sources such as the Directive on Web Scraping and a comprehensive public-facing document called Shelter in the Canadian CPI: An Overview (2023). The latter outlines the concepts and practices related to the shelter product group, including the methodology and alternative data sources used for mortgage interest costs. The agency does not yet have an overarching position paper or directive on scanner data, however. The Consumer Price Index Manual: Concepts and Methods recommends national statistical organizations publish a position paper articulating how they will proceed with the use of scanner data to compile the CPI, including data sources and methods to be employed.

Processes for machine learning operations have not yet reached full maturity.

For retail scanner data and web-scraped data, the CPI program is leveraging supervised machine learning to help classify and match new unique products within large datasets to the appropriate product groups within the CPI basket structure. According to the United Nations Economic Commission for Europe's Machine Learning for Official Statistics (2021), the key quality assurance processes for machine learning operations consist of (1) model training, (2) model performance monitoring and (3) model retraining.

The audit team assessed each key quality assurance process through interviews and examination of documentation. Overall, the audit found that some procedural documentation was available to guide model training and performance monitoring and retraining activities. However, interviewees acknowledged that no official agency directive exists and international standards are still under development, as machine learning operations is still an emerging area for all national statistical organizations. Key employees noted that the model training process was straightforward—model training data are prepared when new alternative data sources are acquired, prior to the data being used in the production of the CPI. By contrast, interviews confirmed that model performance monitoring and model retraining are presently more ad hoc—the frequencies for these activities have not been officially defined, though a study published by CPI data scientists identified the ideal frequency for retraining as every three to six months.

The audit team observed that CPI data scientists conducted a robust stratified random sample of scanner data for one of the food retailers in 2023. The resulting paper recommended further work be undertaken, including investigating poor performing product classes, implementing a random stratified sample of other food retailers and measuring model performance on an ongoing basis. To date, no additional random sampling campaigns have been conducted.

Further, manual processes are in place to validate machine learning classification outputs. However, while these processes were deemed effective, they are labour intensive and may limit scalability for additional alternative data sources and applications within the CPI program.

Machine learning is a key pillar of the alternative data sources used in the production of the CPI and continued expansion in this area. Yet, machine learning models can quickly decay once deployed, emphasizing the importance of new unique products having consistent quality assurance processes in place to monitor and retrain the models used to help classify new unique products. The agency's long-term goal should be to achieve full maturity for its machine learning operations within the CPI program to ensure the quality, reliability, consistency and scalability of automated classification models and supporting processes. It would include the implementation of accepted leading practices and effective controls over model monitoring.

Recommendation

It is recommended that the assistant chief statistician, Economic Statistics, ensure that

  1. a comprehensive framework with detailed guidance and standards for the use and application of alternative data sources within the CPI program, including machine learning operations, is developed and implemented.

Management response

Management agrees with the recommendation.

The CPI program will elaborate detailed guidance and standards for the use and application of alternative data sources. This will include how the CPI adheres to international guidelines, what is the desired end state, the operational flow, underlying corporate architecture, best practices, roles and responsibilities surrounding alternative data ingestion and use in CPI production.

Deliverables and timelines

The director general, Industry Statistics will

  1. develop a documented framework with detailed guidance and standards on the use and application of alternate data sources within the CPI program by February 2025
  2. identify frequency of deployment of updated machine learning model and implement by April 2025
  3. formalize the development of machine learning model performance metrics and determine manual review thresholds by July 2025.

Risk management

CPI management and staff have a general awareness of program risks and some ad hoc risk management activities are occurring. However, risk management processes are not formally documented for the CPI program.

Risk management processes are not formally documented.

Statistics Canada's Integrated Risk Management Policy and Integrated Risk Management Framework apply to all corporate, investment, policy, program, project, operational, resource and financial management activities. These instruments are in place to support the integration of risk management into all decision-making processes at all agency levels. They also empower a culture of responsible risk-informed decision making that contributes to the achievement of agency objectives and the improvement of outcomes. Effective risk management can equip a statistical program to respond actively to change and uncertainty by using risk-based information to enable more effective decision making.

Within the agency's risk management policy suite, executives and managers are accountable for providing leadership and direction to their staff in identifying, assessing and managing relevant risks in their plans, programs, projects and operational activities. They also ensure that risks are communicated and reviewed appropriately within the respective governance structure and conveyed to the appropriate internal or external partners and stakeholders. They encourage good risk management practices and are responsible for reporting on risk responses.

Given the mission critical nature of the CPI, key risks to the program's objectives—including emerging risks (e.g., changing methodologies and systems)—should be actively identified and assessed, and the results of this work should be formally documented. This would include assessing each risk for potential impact and probability of occurrence, and documentation of an action plan to mitigate, transfer, avoid or accept the risk.

Interviews with key CPI management and staff revealed that they have a general awareness of risks to the CPI program; however, no formal risk management documentation was available. The audit team also observed that the CPD's vision and work plan are not directly linked to a formal risk assessment. Nonetheless, some ad hoc risk management activities are occurring and informal risk mitigation strategies were described during interviews—e.g., regular knowledge transfer activities are taking place. Additionally, the Basket Update Improvements Working Group has documented issues and mitigation plans relevant to the basket update, though this work is not linked to a formal risk framework for the basket update process itself or for the CPI program as a whole.

A risk management framework would ensure that key risks to the CPI program's objectives are being actively identified, monitored, and mitigated or actioned, as deemed necessary. This would in turn help ensure the program's continued delivery of reliable and timely statistical outputs. Further, considering the substantive and ongoing change in the program, formalized risk management practices would better support CPI management in the prioritization of future change initiatives.

Recommendation

It is recommended that the assistant chief statistician, Economic Statistics, ensure that

  1. a formal risk management framework is established for the CPI program, and roles, responsibilities and accountabilities for risk management are formally documented and well understood.

Management response

Management agrees with the recommendation.

The CPI program will develop a formal risk profile which adheres to Statistics Canada's Integrated Risk Management Policy and Integrated Risk Management Framework. The CPI program will use this profile as an input to decision making and planning, prioritizations, investments, and ongoing maintenance. This risk profile will be reviewed on an ongoing basis and remain an evergreen document.

Deliverable and timeline

The director general, Industry Statistics, will

  1. formalize a risk profile in alignment with corporate guidelines by January 2025.

Appendices

Appendix A: Audit criteria

Audit criteria
Audit criteria Policy instruments and sources

1.1 Governance and oversight processes are in place and operating as intended to oversee select quality assurance processes within the Consumer Price Index (CPI) program.

1.2 Roles, responsibilities and accountabilities for select quality assurance processes within the CPI program are well documented and understood by relevant employees.

1.3 Relevant employees are provided with the necessary tools and guidance to support the discharge of their responsibilities with respect to quality assurance.

1.4 Select quality assurance processes are consistently applied to ensure the high quality of CPI outputs.

  • Statistics Canada's Quality Assurance Framework
  • Statistics Canada's Quality Guidelines
  • Statistics Canada's Directive for the Validation of Statistical Outputs
  • Statistics Canada's Guidelines for the Validation of Statistical Outputs
  • Statistics Canada's Directive on Documenting Statistical Metadata
  • Statistics Canada's Integrated Risk Management Policy
  • Statistics Canada's Integrated Risk Management Framework
  • International Monetary Fund's CPI Manual: Concepts and Methods
  • Other internal Statistics Canada documents, as applicable.

Appendix B: Validation activities

The Guidelines for the Validation of Statistical Outputs define the specific validation steps that all mission critical programs must follow, unless a justification can be given as to why the step could not be completed. Validation activities are divided into two groups:

  • subject matter-based activities
  • process-based activities.

The following subject matter-based validation activities are required of mission critical surveys:

  1. Analysis of changes over time: To analyze changes over time, a consistent time series of a particular statistic over a sequence of time points is created.
  2. Verification of seasonally adjusted estimates: For monthly or quarterly data presenting seasonally adjusted estimates, a validation of the results can be appropriate. Seasonal adjustment is designed to eliminate the effect of seasonal and calendar influences in infra-annual data to allow for more meaningful comparisons of economic conditions from period to period.
  3. Verification of estimates through cross-tabulations: This analysis is normally done at a finer level of disaggregation than that of the published estimates. Such tabulations allow checking of the internal consistency of the data file and provide the ability to explore the underlying characteristics associated with the estimates.
  4. Coherence analysis based on known current events: Coherence analysis based on known current events means validating estimates against domain intelligence and recent events affecting the sector.
  5. Confrontation with other similar sources of data published by Statistics Canada: Confrontation with other similar sources of data, either published by Statistics Canada or external to the agency can provide insight into whether reported microdata and aggregate estimates are reasonable.
  6. Consultation with stakeholders internal to Statistics Canada: Stakeholders who have either direct knowledge of the specific subject matter being studied or are experts in a related subject matter could be consulted.
  7. Participation in the Daily Forum: The Daily Forum serves as an interactive venue in which analysts involved in the release and interpretation of mission critical estimates meet to share information on major findings and trends, as well as exchange information on events or factors that are relevant to the interpretation of these data. It also provides all participants with information on the set of related indicators from different statistical programs that could be examined when performing quality assurance on specific data releases.
  8. Formal briefing to the Executive Governance: Each mission critical program must present their pre-release results to the Executive Governance (i.e., the Strategic Management Committee). The presentation includes an overview of any changes implemented or issues encountered during the production operations, the impact that those changes may have had on the estimates, and the risk mitigation strategy used. Program management issues must also be presented, outlining any increased risk of error caused by human resource or employee management concerns, along with the mitigation strategy used.

The following process-based validation activities are required of mission critical surveys:

  1. Review of production processes: Production processes include, for example, frame creation, sample design, collection, coding, editing, imputation, and weighting systems. They also include other interventions, such as the linking of administrative data or the calculation of derived variables.
  2. Coherence analysis based on quality indicators: The quality indicators associated with a program should be used to determine if an estimate is sound. For statistical surveys, quality indicators based on survey design, collection results and processing are used. Examples of quality indicators include but are not limited to imputation rates, metadata and paradata, and revision rates of estimate.

2024 Survey of Service Industries: Book Publishers

Why do we conduct this survey?

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

The statistical information from the IBSP serves many purposes, including:

  • calculating each province and territory's fair share of federal-provincial transfer payments for health, education and social programs
  • establishing government programs to assist businesses
  • assisting the business community in negotiating contracts and collective agreements
  • supporting the government in making informed decisions about fiscal, monetary and foreign exchange policies
  • indexing social benefit programs and determining tax brackets
  • enabling academics and economists to analyze the economic performance of Canadian industries and to better understand rapidly evolving business environments.

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

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

Other important information

Authorization to collect this information

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

Confidentiality

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

Record linkages

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

Data-sharing agreements

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

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

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

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

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

You may also contact us by email at infostats or by fax at 1-514-496-4879.

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.

Business or organization and contact information

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

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

Legal Name

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

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

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

Operating Name

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

  • Legal name:
  • Operating name (if applicable):

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

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

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

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

  • Operational
  • Not currently operational
    Why is this business or organization not currently operational?
    • Seasonal operations
      • When did this business or organization close for the season?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
    • Ceased operations
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?
        • Bankruptcy
        • Liquidation
        • Dissolution
        • Other - Specify the other reasons for ceased operations
    • Sold operations
      • When was this business or organization sold?
        • Date
      • What is the legal name of the buyer?
    • Amalgamated with other businesses or organizations
      • When did this business or organization amalgamate?
        • Date
      • What is the legal name of the resulting or continuing business or organization?
      • What are the legal names of the other amalgamated businesses or organizations?
    • Temporarily inactive but will re-open
      • When did this business or organization become temporarily inactive?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
      • Why is this business or organization temporarily inactive?
    • No longer operating due to other reasons
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?

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

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

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

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

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

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

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

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

Description and examples

  • This is the current main activity
  • This is not the current main activity
    Provide a brief but precise description of this business or organization's main activity:
    • e.g. , breakfast cereal manufacturing, shoe store, software development

Main activity

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

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

  • Yes
    When did the main activity change?
    • Date:
  • No

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

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

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

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

Main activity

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

  • Yes, there are other activities
    Provide a brief but precise description of this business or organization's secondary activity:
    • e.g. , breakfast cereal manufacturing, shoe store, software development
  • No, that is the only significant activity

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

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

Approximately what percentage of this business or organization's revenue is generated by each of the following activities?
  Percentage of revenue
Main activity  
Secondary activity  
All other activities  
Total percentage  

Reporting period information

1. What are the start and end dates of this business's or organization's most recently completed fiscal year?

For this survey, the end date should fall between April 1, 2024 and March 31, 2025.

Here are twelve common fiscal periods that fall within the targeted dates:

  • May 1, 2023 to April 30, 2024
  • June 1, 2023 to May 31, 2024
  • July 1, 2023 to June 30, 2024
  • August 1, 2023 to July 31, 2024
  • September 1, 2023 to August 31, 2024
  • October 1, 2023 to September 30, 2024
  • November 1, 2023 to October 31, 2024
  • December 1, 2023 to November 30, 2024
  • January 1, 2024 to December 31, 2024
  • February 1, 2024 to January 31, 2025
  • March 1, 2024 to February 28, 2025
  • April 1, 2024 to March 31, 2025.

Here are other examples of fiscal periods that fall within the required dates:

  • September 18, 2023 to September 15, 2024 ( e.g. , floating year-end)
  • June 1, 2024 to December 31, 2024 ( e.g. , a newly opened business).
  • Fiscal year start date:
  • Fiscal year-end date:

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

  • Seasonal operations
  • New business
  • Change of ownership
  • Temporarily inactive
  • Change of fiscal year
  • Ceased operations
  • Other
    Specify reason the reporting period does not cover a full year:

Additional reporting instructions

1. Throughout this questionnaire, please report financial information in thousands of Canadian dollars.

For example, an amount of $763,880.25 should be reported as:

CAN$ '000 : $764,000

I will report in the format above

Revenue

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business.

Report dollar amounts in thousands of Canadian dollars.

Revenue

a. Sales of goods and services ( e.g. , fees, commissions, 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.

b. Rental and leasing

Include rental or leasing of apartments, commercial buildings, land, office space, residential housing, investments in co-tenancies and co-ownerships, hotel or motel rooms, long and short term vehicle leasing, machinery or equipment, storage lockers, etc.

c. Commissions

Include commissions earned on the sale of products or services by businesses such as advertising agencies, brokers, insurance agents, lottery ticket sales, sales representatives and travel agencies - compensation could also be reported under this item (for example, compensation for collecting sales tax).

d. Subsidies (including grants, donations, fundraising and sponsorships)

Include:

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

e. Royalties, rights, licensing and franchise fees

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

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

f. Dividends

Include:

  • dividend income
  • dividends from Canadian sources
  • dividends from foreign sources
  • patronage dividends.

Exclude equity income from investments in subsidiaries or affiliates.

g. Interest

Include:

  • investment revenue
  • interest from foreign sources
  • interest from Canadian bonds and debentures
  • interest from Canadian mortgage loans
  • interest from other Canadian sources.

Exclude equity income from investments in subsidiaries or affiliates.

h. All other revenue (Include intracompany transfers)

Include amounts not included in questions a. to g.

Total revenue

The sum of sub-questions a. to h.

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?
  CAN$ '000
a. Sales of goods and services
Include sales, commissions, rental and leasing revenue if they are this business's primary revenue source.
 
b. Rental and leasing
Report only if this is a secondary revenue source. If rental and leasing are your primary revenue source, report at question a.
 
c. Commissions
Report only if this is a secondary revenue source. If commissions are your primary revenue source, report at question a.
 
d. Subsidies
Include grants, donations, fundraising and sponsorships.
 
e. Royalties, rights, licensing and franchise fees  
f. Dividends  
g. Interest  
h. Other
Include intracompany transfers.
Specify all other revenue:
 
Total revenue  

E-commerce

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's total revenue?

Include:

  • sales of goods and services
  • rental, leasing and property management
  • commissions
  • subsidies, grants, donations, fundraising and sponsorships
  • royalties
  • rights
  • licensing and franchise fees
  • dividends, interest and other revenue.

Report dollar amounts in thousands of Canadian dollars.

Total revenue in CAN$ '000 :

2. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business have any e-commerce revenue?

E-commerce revenue: Sales of goods and services conducted over the Internet with or without online payment.

Include all revenue for which an order is received and commitment to purchase is made via the Internet, although payment can be made by other means, such as orders made on web pages, an extranet, mobile devices or Electronic Data Interchange (EDI).

Exclude orders made by telephone, facsimile or e-mail.

  • Yes
  • No

3. Of the [amount] amount reported in total revenue, what was the total e-commerce revenue?

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

Total e-commerce revenue in CAN$ '000 :

4. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make sales over the Internet through any of the following methods?

Select all that apply.

Mobile app

Include sales through any app, or application, that is downloaded and designed to run on a handheld device such as a smartphone or tablet (for example, places where a user may download these apps, including Apple's App Store, Google Play or Blackberry App World).

Company website Include sales through a browser-based website where your organization maintains control of the content.

Third-party website Include sales through a browser-based website where a third-party maintains the structure of the website and control of the look and feel while your company only provides the product to be sold (for example, Amazon, Expedia or Etsy).

Electronic Data Interchange (EDI)

A standard format for exchanging business data. EDI is based on the use of message standards, ensuring that all participants use a common language.

  • Via a mobile app
  • Via your company website
  • Via a third-party website
  • Via Electronic Data Interchange (EDI)
  • Other
    Specify the other methods:

5. Does this business have any full-time staff dedicated solely to activities related to e-commerce?

  • Yes
  • No

6. Why did this business not make sales over the Internet?

Select all that apply.

  • Goods and services do not lend themselves to online sales
  • Prefer to maintain current business model
  • Lack of skilled workers to implement and maintain e-commerce infrastructure
  • Cost of development is too high
  • Security concerns
  • Other
    Specify the other reasons:

Expenses

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business.

Report dollar amounts in thousands of Canadian dollars.

Expenses

a. Cost of goods sold

Many business units distinguish their costs of materials from their other business expenses (selling, general and administrative). This item is included to allow you to easily record your costs/expenses according to your normal accounting practices.

Include:

  • cost of raw materials and/or goods purchased for resale - net of discounts earned on purchases
  • freight in and duty.

Exclude all costs associated with salaries, wages, benefits, commissions and subcontracts (report at Employment costs and expenses, and Subcontracts).

b. Employment costs and expenses

b1. Salaries, wages and commissions

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 (report at Subcontracts).

b2. Employee benefits

Include contributions to:

  • health plans
  • insurance plans
  • employment insurance
  • pension plans
  • workers' compensation
  • association dues
  • 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.

c. Subcontracts

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
  • custom work and contract work
  • subcontract and outside labour
  • hired labour.

d. Research and development fees

Expenses from activities conducted with the intention of making a discovery that could either lead to the development of new products or procedures, or to the improvement of existing products or procedures.

e. Professional and business fees

Include:

  • legal services
  • accounting and auditing fees
  • consulting fees
  • education and training fees
  • appraisal fees
  • management and administration fees
  • property management fees
  • information technology (IT) consulting and service fees (purchased)
  • architectural fees
  • engineering fees
  • scientific and technical service fees
  • other consulting fees (management, technical and scientific)
  • veterinary fees
  • fees for human health services
  • payroll preparation fees
  • all other professional and business service fees.

Exclude service fees paid to Head Office (report at All other costs and expenses).

f. Utilities

Utility expenses related to operating your business unit such as water, electricity, gas, heating and hydro.

Include:

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

Exclude:

  • energy expenses covered in your rental and leasing contracts
  • telephone, Internet and other telecommunications
  • vehicle fuel (report at All other costs and expenses).

g. Office and computer related expenses

Include:

  • office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines
  • postage and courier (used in the day to day office business activity)
  • computer and peripherals upgrade expenses
  • data processing.

Exclude telephone, Internet and other telecommunication expenses (report at Telephone, Internet and other telecommunication).

h. Telephone, Internet and other telecommunication

Include:

  • internet
  • telephone and telecommunications
  • cellular telephone
  • fax machine
  • pager.

i. Business taxes, licenses and permits

Include:

  • property taxes paid directly and property transfer taxes
  • vehicle license fees
  • beverage taxes and business taxes
  • trade license fees
  • membership fees and professional license fees
  • provincial capital tax.

j. Royalties, franchise fees and memberships

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.

Exclude Crown royalties

k. Crown charges

Federal or Provincial royalty, tax, lease or rental payments made in relation to the acquisition, development or ownership of Canadian resource properties.

Include:

  • Crown royalties
  • Crown leases and rentals
  • oil sand leases
  • stumpage fees.

l. Rental and leasing

Include:

  • lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses
  • motor vehicle rental and leasing expenses
  • studio lighting and scaffolding
  • machinery and equipment rental expenses
  • storage expenses
  • road and construction equipment rental
  • fuel and other utility costs covered in your rental and leasing contracts.

m. Repair and maintenance

Include:

  • buildings and structures
  • machinery and equipment
  • security equipment
  • vehicles
  • costs related to materials, parts and external labour associated with these expenses
  • janitorial and cleaning services and garbage removal.

n. Amortization and depreciation

Include:

  • direct cost depreciation of tangible assets and amortization of leasehold improvements
  • amortization of intangible assets ( e.g. , amortization of goodwill, patents, franchises, copyrights, trademarks, deferred charges, organizational costs).

o. Insurance

Insurance recovery income should be deducted from insurance expenses.

Include:

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

p. Advertising, marketing, promotion, meals and entertainment

Include:

  • newspaper advertising and media expenses
  • catalogues, presentations and displays
  • tickets for theatre, concerts and sporting events for business promotion
  • fundraising expenses
  • meals, entertainment and hospitality purchases for clients.

q. Travel, meetings and conventions

Include:

  • travel expenses
  • meeting and convention expenses, seminars
  • passenger transportation ( e.g. , airfare, bus, train)
  • accommodations
  • travel allowance and meals while travelling
  • other travel expenses.

r. Financial services

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 (report at Interest expense).

s. Interest expense

Report the cost of servicing your company's debt.

Include:

  • interest
  • bank charges
  • finance charges
  • interest payments on capital leases
  • amortization of bond discounts
  • interest on short-term and long-term debt, mortgages, bonds and debentures.

t. Other non-production-related costs and expenses

Include:

  • charitable donations and political contributions
  • bad debt expense
  • loan losses
  • provisions for loan losses (minus bad debt recoveries)
  • inventory adjustments.

u. All other costs and expenses (including intracompany expenses)

Include:

  • production costs
  • pipeline operations, drilling, site restoration
  • gross overriding royalty
  • other producing property rentals
  • well operating, fuel and equipment
  • other lease rentals
  • other direct costs
  • equipment hire and operation
  • log yard expense, forestry costs, logging road costs
  • freight in and duty
  • overhead expenses allocated to cost of sales
  • other expenses
  • cash over/short (negative expense)
  • reimbursement of parent company expense
  • warranty expense
  • recruiting expenses
  • general and administrative expenses
  • interdivisional expenses
  • interfund transfer (minus expense recoveries)
  • exploration and development (including prospect/geological, well abandonment and dry holes, exploration expenses, development expenses)
  • amounts not included in sub-questions a. to t. above.

Total expenses

The sum of sub-questions a. to u.

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?
  CAN$ '000
a. Cost of goods sold  
a1. Opening inventories  
a2. Purchases
Include raw materials, goods purchased for resale and non-returnable containers.
Exclude change in inventories.
 
a3. Closing inventories  
a4. Cost of goods sold
Opening inventories plus purchases minus closing inventories.
 
b. Employment costs and expenses
Include all employees who were issued a T4.
Exclude commissions to be paid to non-employees, report at sub-question c.
 
b1. Salaries, wages and commissions  
b2. Employee benefits  
c. Subcontracts
Include commisions to non-employees.
Exclude research and development.
 
d. Research and development fees.
Exclude in-house research and development.
 
e. Professional and business fees
e.g., legal, accounting, consulting, scientific and property management fees
 
f. Utilities
e.g., electricity, water, gas
 
g. Office and computer related expenses
e.g., office supplies, postage, computer upgrades
 
h. Telephone, Internet and other telecommunication  
i. Business taxes, licenses and permits
e.g., beverage tax, business tax, license fees, property taxes
 
j. Royalties, franchise fees and memberships
Exclude Crown royalties.
 
k. Crown charges
(for logging, mining and energy industries only)
 
l. Rental and leasing
Include land buildings, equipment, vehicles.
 
m. Repair and maintenance
Include buildings, equipment, vehicles.
 
n. Amortization and depreciation  
o. Insurance  
p. Advertising, marketing, promotion, meals and entertainment  
q. Travel, meetings and conventions  
r. Financial services
e.g., bank charges, transaction fees
 
s. Interest expense  
t. Other non-production-related costs and expenses
Include bad debts, loan losses, donations, political contributions and inventory write-down.
 
u. All other costs and expenses
Include intracompany expenses.
Specify all other costs and expenses:
 
Total expenses  

Industry characteristics

Definitions:

Own titles: works published (or co-published) in Canada by a firm holding the Canadian territorial rights to these titles.

Agency titles: titles which are published or reprinted outside of Canada, but sold in Canada.

Revenue from pre-sold books should be reported in the year in which they are delivered.

Include e-books and print books.

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's net sales of the following goods and services?

Report dollar amounts in thousands of Canadian dollars.

Guidelines

Please complete the questions 1 to 15 for books only, in all formats (not any other published material that your firm produces).
Sales of own and agency titles (net of returns) (Paper and digital book sales only).

Sources of revenue

Net sales of own and exclusive agency titles (minus book returns) (report book sales only).
A title is defined as a work produced for sale through any print, audio, CD-ROM , online e-books or other formats.

Include:

  • titles bearing an ISBN published under the publisher's own imprint or under an imprint for which the publisher has acquired the publishing, management and marketing rights
  • non-periodical printed publications having at least 48 pages of text or illustrations, collated or bound, excluding covers
  • non-periodical printed publications having less than 48 pages but which you consider to be (are marketed as) a book ( e.g. , children's books and poetry books)
  • titles published in print, audio, CD-ROM , online e-books and other formats
  • titles published with non-book goods such as toys, etc.
  • titles sold under the form of masters for the purpose of reproduction ( e.g. ,, educational materials)
  • atlases.

Exclude:

  • publications issued for advertising purposes such as trade catalogues, prospectuses, tourist advertising, etc.
  • instruction books for assembling or operating machines, household appliances, etc. , sold with the product
  • test sheets and music scores
  • timetables, price lists, directories, entertainment programs, calendars, school yearbooks, horoscopes, etc.
  • publications for internal use only, such as company regulations, reports, etc.
  • blank books such as ledgers and diaries
  • colouring books
  • newspapers and magazines
  • government publications and charts
  • publications containing advertising other than the publisher's own promotional materials.
For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's net sales of the following goods and services?
  Sales
( CAN$ '000 )
a. Net sales of own and exclusive agency titles
Report book sales only (minus book returns).
 
b. All other sales of goods and services
e.g., sales of rights, periodical publishing, printing services, marketing, rental and leasing revenue
Specify all other sales:
 
Total sales of goods and services  

2. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, how much did this business receive in grants and subsidies?

Include federal, provincial/territorial and municipal grants and subsidies.

Exclude tax credits.

CAN$ '000 :

3. Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., what was the percentage breakdown of own and agency titles by language of printing?

Exclude sales of rights.

All books with 2 languages in equal proportion must be classified in the category "Other languages".

Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., what was the percentage breakdown of own and agency titles by language of printing?
  Percentage
a. English  
b. French  
c. Other languages  
Total percentage  

4. Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., how much was attributed to online sales of print titles for the following breakdown by authorship?

Include:

  • sales to online stores, including sales made through other companies' websites
  • sales in Canada and export sales.

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., how much was attributed to online sales of print titles for the following breakdown by authorship?
  Online sales of print titles ( CAN$ '000 )
a. Canadian authorship  
b. Foreign authorship  
Total online sales of print titles  

5. Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., how much was attributed to sales of e-books for the following breakdown by authorship?

Include all sales by other companies/websites, sales in Canada and export sales.

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
Of the [amount] net sales of own and exclusive agency titles reported in question 1 a., how much was attributed to sales of e-books for the following breakdown by authorship?
  E-book sales ( CAN$ '000 )
a. Canadian authorship  
b. Foreign authorship  
Total e-book sales  

6. Of the [amount] net sales of own and agency titles reported in question 1a, how much was attributed to sales of audiobooks for the following breakdown by authorship?

Include all sales by other companies/websites, sales in Canada and export sales.

6. Of the [amount] net sales of own and agency titles reported in question 1a, how much was attributed to sales of audiobooks for the following breakdown by authorship?
  Audiobook sales (CAN$ '000)
a. Canadian authorship  
b. Foreign authorship  
Total audiobook sales  

7. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's net sales of own and exclusive agency titles in Canada through the following channels?

Include sales done via distributors.

Exclude sale of rights.

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

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's net sales of own and exclusive agency titles in Canada through the following channels?
  Net sales of books in Canada
( CAN$ '000 )
Net sales of print books in Canada
Exclude online sales.
 
a. Wholesalers  
b. Major chain bookstores
i.e., chains of four outlets or more.
 
c. Independent bookstores
i.e., one to three outlets
Include campus bookstores.
 
d. General retailers
e.g., drugstores, department stores
 
e. Libraries
Exclude educational libraries.
 
f. Educational institutions
Include educational libraries.
 
g. Direct sales to consumer
e.g., festivals, trade fairs
 
h. All other channels of sales, excluding online sales
Specift all other channels of sales:
 
Online sales of print books in Canada  
i. Online sales of print books through any channel  
Sales of e-books in Canada  
j. Sales of e-books through any channel  
Total net sales in Canada of print books and e-books  

8. What was the breakdown of this business's net sales for own and exclusive agency titles [amount], according to the following commercial categories?

Include e-books and print books sales.

Please report the number of books sold in Canada and export during the fiscal year. The publisher's own titles are to be reported separately from exclusive agency books sold.

Own titles: works published (or co-published) in Canada by a firm holding the Canadian territorial rights to these titles.

Agency titles: titles which are published or reprinted outside of Canada, but sold in Canada.

Revenue from pre-sold books should be reported in the year in which they are delivered.

What was the breakdown of this business's net sales for own and exclusive agency titles [amount], according to the following commercial categories?
  Sold in Canada ( CAN$ '000 ) Export sales ( CAN$ '000 )
Own titles    
a. Textbooks
Include:
- workbooks, teacher's manuals, and books focusing on developing literacy
- sales to schools at all levels of education.
   
b. Children and juvenile books
Include picture books and texts not primarily intended as textbooks.
Exclude colouring books.
   
c. Tradebooks
Include mass market paperbacks, trade paperbacks and trade hardcovers.
   
d. Reference, scholarly, professional and technical
e.g., dictionaries, encyclopedias, thesauruses
Include titles aimed at the academic community, research institutes and specific groups of individuals.
   
Subtotal own titles    
Exclusive agency titles    
e. Textbooks
Include:
- workbooks, teacher's manuals, and books focusing on developing literacy
- sales to schools at all levels of education
   
f. Children and juvenile books
Include picture books and texts not primarily intended as textbooks.
Exclude colouring books.
   
g. Tradebooks
Include mass market paperbacks, trade paperbacks and trade hardcovers.
   
h. Reference, scholarly, professional and technical
e.g. dictionaries, encyclopedias, thesauruses
Include titles aimed at the academic community, research institutes and specific groups of individuals.
   
Subtotal exclusive agency titles    
Total book sales    

9. What was the percentage breakdown of this business's net sales in Canada of own titles [amount] according to the following authorships?

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
What was the percentage breakdown of this business's net sales in Canada of own titles [amount] according to the following authorships?
  Percentage
a. Canadian authors  
b. Foreign authors  
Total percentage
Should equal 100%
 

10. What was the percentage breakdown of this business's net export sales of own titles [amount] according to the following authorships?

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
What was the percentage breakdown of this business's net export sales of own titles [amount] according to the following authorships?
  Percentage
a. Canadian authors  
b. Foreign authors  
Total percentage
Should equal 100%
 

11. What was the percentage breakdown of this business's net sales in Canada of exclusive agency titles [amount] according to the following authorships?

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
What was the percentage breakdown of this business's net sales in Canada of exclusive agency titles [amount] according to the following authorships?
  Percentage
a. Canadian authors  
b. Foreign authors  
Total percentage
Should equal 100%
 

12. What was the percentage breakdown of this business's net export sales of exclusive agency titles [amount] according to the following authorships?

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
What was the percentage breakdown of this business's net export sales of exclusive agency titles [amount] according to the following authorships?
  Percentage
a. Canadian authors  
b. Foreign authors  
Total percentage
Should equal 100%
 

A new title is a book with more than 50% original content. New editions and reprints are not considered new titles. In contrast with a new title, a book is considered a new edition if less than 50% of its content is original.

13. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, how many new titles did this business publish in each of the following commercial categories?

Include:

  • e-books and print books sales
  • your own titles and exclusive agency titles.

Canadian author:

  • A Canadian author (Canadian citizen) who lives abroad is considered a Canadian author
  • If the author or translator is Canadian, the book must be classified as a Canadian author.

Collective work:

  • A book with more than one author is considered Canadian-authored if at least one of the co-authors is Canadian
  • A collective work ( e.g. , an anthology) is considered Canadian-authored if at least 50% of the contributors are Canadian.

Foreign authors:

  • Any person living outside of Canada who is not a Canadian citizen.

Translation:

  • Whether it is a book with a simple translation or a translated book with adaptation, if the author or translator is Canadian, the book should be categorized as a Canadian author.
For the reporting period of YYYY-MM-DD to YYYY-MM-DD, how many new titles did this business publish in each of the following commercial categories?
  Number of Canadian authors Number of
foreign authors
a. Textbooks
Include:
- workbooks, teacher's manuals, and books focusing on developing literacy
- sales to schools at all levels of education.
   
b. Children and juvenile books
Include picture books and texts not primarily intended as textbooks.
Exclude colouring books.
   
c. Tradebooks
Include mass market paperbacks, trade paperbacks and trade hardcovers.
   
d. Reference, scholarly, professional and technical
e.g., dictionaries, encyclopedias, thesauruses
Include titles aimed at the academic community, research institutes and specific groups of individuals.
   
Total number of new titles published by authorship    
Total number of new titles published    

14. Of the [number of] new titles published, how many are available in the following formats?

Of the [number of] new titles published, how many are available in the following formats?
  Number of new titles
a. Print only  
b. Both print and e-book  
c. E-book only  
Total number of new titles published
Should equal the total number of new titles published at question 12.
 

15. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, how many copies of books did this business sell in the following commercial categories?

Include:

  • e-books and print books sales
  • your own titles and exclusive agency titles.
For the reporting period of YYYY-MM-DD to YYYY-MM-DD, how many copies of books did this business sell in the following commercial categories?
  Number of copies sold
a. Textbooks
Include:
- workbooks, teacher's manuals, and books focusing on developing literacy
- sales to schools at all levels of education.
 
b. Children and juvenile books
Include picture books and texts not primarily intended as textbooks.
Exclude colouring books.
 
c. Tradebooks
Include mass market paperbacks, trade paperbacks and trade hardcovers.
 
d. Reference, scholarly, professional and technical
e.g., dictionaries, encyclopedias, thesauruses
Include titles aimed at the academic community, research institutes and specific groups of individuals.
 
Total number of copies sold  

16. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's direct costs of own titles, exclusive agency titles and other published material, as reported for your cost of goods sold?

Report direct costs related to publishing.

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's direct costs of own titles, exclusive agency titles and other published material, as reported for your cost of goods sold?
  Costs of titles sold ( CAN$ '000 )
a. Opening inventory  
b. Purchases
Include freight-in, customs and brokerage.
 
Direct costs related to publishing
Include amortized pre-publication costs, e.g., editorial and design.
 
c. Production employee salaries, wages and benefits  
d. Contract printing service fees
e.g., printing, binding and paper
 
e. All other production costs
Include materials for in-house printing such as pre-press, paper and ink.
 
Subtotal direct costs related to publishing  
f. Closing inventory  
Total cost of titles sold  

Details on Purchased Services

1. For the reporting period YYYY-MM-DD to YYYY-MM-DD, this business reported expenses for the following items.

Please provide the requested details related to these expenses.

Please report all amounts in thousands of Canadian dollars.

This table contains no data. It is an example of an empty data table used by respondents to provide data to Statistics Canada.

1. For the reporting period YYYY-MM-DD to YYYY-MM-DD, this business reported expenses for the following items.
  CAN$ '000
Professional and business fees  
Legal services  
Accounting, tax preparation, bookkeeping and payroll services  
Management, scientific and technical consulting services  
Office administrative services  
Freight transportation arrangements and customs brokering services  
Brokerage and other insurance related services  
Security brokerage and securities dealing services  
Other purchased professional services  
Total expenses for professional and business fees  
Office and computer related expenses  
Data processing, hosting, and related services  
Business support services  
Other office and computer related purchased services  
Total expenses for office and computer related expenses  
Royalties, franchise fees and memberships  
Rights to non-financial intangible assets  
Membership fees or services  
Other royalties, franchise fees and memberships  
Total expenses for royalties, franchise fees and memberships  
Rental and leasing  
Non-residential real estate rental  
Motor vehicle rental and leasing  
Computer equipment rental and leasing  
Office machinery and equipment rental and leasing services  
Commercial and industrial machinery and equipment renting and leasing services, without operator  
Other rental services  
Total expenses for rental and leasing  
Repair and maintenance  
Security services and investigation  
Waste management and remediation services  
Motor vehicle repair and maintenance services  
Other repair and maintenance services  
Total expenses for repair and maintenance  

Sales by type of client

1. What was this business's breakdown of sales by the following types of client?

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%.

a. to c. Clients in Canada

a. Individuals and households

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

b. Businesses

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

Include sales to Crown corporations.

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.

d. Clients outside Canada

Please report the percentage 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.

What was this business's breakdown of sales by the following types of client?
  Percentage
a. Clients in Canada - individuals and households  
b. Clients in Canada - businesses  
c. Clients in Canada - governments, not-for-profit organizations and public institutions
e.g., hospitals and schools
 
d. Clients outside Canada  
Total percentage  

International transactions - revenue received from exports

1. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business receive revenue from clients outside Canada for the sale of products, services, royalties, rights, licensing or franchise fees?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

  • Yes
  • No

International transactions - revenue received from exports

2. What was the revenue received from clients outside Canada?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

Revenue received ( CAN$ '000 ):

3. What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?
  Percentage
a. Goods  
b. Services  
c. Royalties, rights, licensing and franchise fees  
Total percentage  

4. What was the percentage breakdown of revenue received from clients outside Canada by country?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of revenue received from clients outside Canada by country?
  Percentage
a. United States  
b. Mexico  
c. Provide the percentage of revenue received from any other countries - top 4 clients only  
c1. Other country 1
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 1:
 
c2. Other country 2
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 2:
 
c3. Other country 3
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 3:
 
c4. Other country 4
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 4:
 
Total percentage  

International transactions - purchases from outside Canada (imports)

5. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make payments to suppliers outside Canada for the purchase of products, services, royalties, rights, licensing or franchise fees?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

  • Yes
  • No

6. What were the payments made to suppliers outside Canada?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

Payments made ( CAN$ '000 ):

7. What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?
  Percentage
a. Goods  
b. Services  
c. Royalties, rights, licensing and franchise fees  
Total percentage  

8. What was the percentage breakdown of payments made to suppliers outside Canada by country?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of payments made to suppliers outside Canada by country?
  Percentage
a. United States  
b. Mexico  
c. Provide the percentage of payments made to any other countries - top 4 suppliers only  
c1. Other country 1
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 1:
 
c2. Other country 2
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 2:
 
c3. Other country 3
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 3:
 
c4. Other country 4
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 4:
 
Total percentage  

Notification of intent to extract web data

1. Does this business have a website?

Notification of intent to extract web data

Statistics Canada engages in web-data extraction, also known as web scraping, which is a process by which information is gathered and copied from the Web using automated scripts or robots, for retrieval and analysis. As a result, we may visit the website for this business or organization to search for and compile additional information. The use of web scraping is part of a broader effort to reduce the response burden on businesses or organizations, as well as produce additional statistical indicators to ensure that our data remain accurate and relevant.

We will strive to ensure that the data collection does not interfere with the functionality of the website. Any data collected will be used by Statistics Canada for statistical and research purposes only, in accordance with the agency's privacy and confidentiality mandate. All information collected by Statistics Canada is strictly protected.

More information regarding Statistics Canada's web scraping initiative.

Learn more about Statistics Canada's transparency and accountability.

If you have any questions or concerns, please contact Statistics Canada Client Services, toll-free at 1-877-949-9492 (TTY: 1-800-363-7629) or by email at infostats@statcan.gc.ca- this link will open in a new window. Additional information about this survey can be found by selecting the following link: Information for survey participants (ISP).

Changes or events

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

Select all that apply.

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

Contact person

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

Is [Provided Given Names], [Provided Family Name] the best person to contact?

  • Yes
  • No

Who is the best person to contact about this questionnaire?

  • First name:
  • Last name:
  • Title:
  • Email address:
  • Telephone number (including area code):
  • Extension number (if applicable):
  • Fax number (including area code):

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

4. Do you have any comments about this questionnaire?

Participate in the permanent consultation for the revision of the Canadian Research and Development Classification (CRDC)

Opened: January 2025

Introduction

Statistics Canada invites data academics, researchers, producers and data users, representatives of business associations, government bodies at the federal, provincial and local levels, and all other interested parties to submit proposals for the revision to the Canadian Research and Development Classification (CRDC).

The Social Sciences and Humanities Research Council of Canada (SSHRC), the Natural Sciences and Engineering Research Council of Canada (NSERC), the Canada Foundation for Innovation (CFI), the Canadian Institutes of Health Research (CIHR), and Statistics Canada have collaboratively developed and released a new Canadian Research and Development Classification (CRDC) 2020 Version 1.0 in October 2020. This shared standard classification is available for use by the federal research granting agencies, Statistics Canada and any other organization or individual that find it useful to implement. The CRDC is aligned with international research and development classification standards.

Statistics Canada, as custodian of the CRDC, and its close partner research funding agencies, have agreed to undertake updates of the classification if deemed necessary every year or two for update not affecting the scope of the classification items (change in scope only exceptionally), and maintain regular revision cycle every five years opened to all types of changes.

Following the decision of Statistics Canada's Economic Standards Steering Committee (ESSC) on December 16, 2024, to institute a permanent consultation process for the CRDC, proposals for changes to CRDC may be submitted and reviewed on an ongoing basis. Only a cut-off date for considering proposed changes to be included in a next version of the CRDC will be instituted moving forward. For example, for CRDC 2026, the deadline for changes to be included has been set to the end of August 2025. For revisions beyond 2026, such a cut-off date will be maintained at about one year to one and a half year prior to the release date of the new classification version based on the 5-year revision cycle.

Objective of the consultation

This consultation aims to gather feedback from users who have already implemented the classification, as well as other interested parties who might want to suggest updates or changes to the Canadian Research and Development Classification (CRDC).

Federal research funding agencies, Statistics Canada's statistical programs related to R&D data, members of the research community and their partners, and the rest of the Canadian population are invited to provide feedback for the revision of the CRDC.

The principal objective of the ongoing consultation is to receive input from classification users to determine if the classification remains relevant and reflective of the Canadian R&D landscape. This ensures that quantitative and qualitative information on research and experimental development, including their socioeconomic objectives, continues to be reliable, timely and relevant for a wide range of audiences.

Background

Canada's research funding agencies were using a number of different research classifications across their programs. In most cases, these classifications only covered the mandate of a specific agency rather than all sectors of research, had not been updated in many years, were not aligned with international standards, no longer accurately represent today's research landscape, and only partially met the needs of different end-users. In addition, a growing emphasis on interdisciplinary research, increased international collaboration, the rapid evolution of some research fields, and the increased desire for consistent inter-agency reporting are important additional drivers behind the development of the CRDC.

In 2017, the federal research granting agencies jointly started the development of the Canada Research and Development Classification (CRDC), with Statistics Canada serving as the custodian of the new standard and providing its expertise on statistical standards development and maintenance.  To learn more about the development process and subsequent updates to the classification, we refer users to the introduction of the CRDC 2020 Version 2.0.

The CRDC provides a number of benefits such as the ability to produce an up-to-date, relevant and conceptually sound classification, a common approach to classifying research (including multi- or interdisciplinary research) across research organizations and governments, and it can assist in communication, consistent reporting, identification of gaps and opportunities, stronger collaborations, and optimized support for new and innovative research.

In addition, the CRDC provides a framework which enables comparisons with other classifications used nationally and internationally.

To support international comparisons and rely on a sound conceptual base, the definition, scope and classification of R&D activities contained in CRDC largely follow the guidelines prescribed in the Organisation for Economic Co-operation and Development (OECD), "Frascati Manual 2015 – Guidelines for collecting and reporting data on research and experimental development". For users with the intention of using this classification thoroughly, it is recommended to read that manual as well.

One of the commitments made by the Agencies after the first version was released, was to review the CRDC every 2 years for a minor review (generally limited to lower levels of the classification system) and adopt the 5-year revision cycle for the classification, which included any level of the classification that can be subject to change as appropriate and in respect to the alignment to other international R&D classification frameworks, notably the Frascati Manual. The latest version of the classification is CRDC 2020 Version 2.0 which was released in April 2024.

Nature and content of proposals

Respondents are invited to provide their comments, feedback, and suggestions on how to improve the CRDC, including a rationale for proposed changes to the classification items. A classification item represents a category at a certain level within the statistical classification. It defines the content and the borders of the category. An object or unit can be classified to one and only one classification item at each level of a statistical classification.

Respondents may propose virtual (not affecting the meaning of a classification item) and real changes (affecting the meaning or scope of a classification item, whether accompanied by changes in naming and/or coding or not). Examples of real changes are: the creation of new classification items, the combination or decomposition of classification items, as well as the elimination of classification items. A classification item (sometimes referred to as a "class") represents a category at a certain level within a statistical classification structure. It defines the content and the borders of the category, and generally contains a code, title, definition/description, as well as exclusions where necessary. The CRDC is a system of classifications with 3 components with their own coding scheme: the Type Of Activity (TOA), the Field of Research (FOR) and the Socioeconomic Objectives (SEO). For the CRDC 2020 Version 2.0, classifications items are:

For Type of Activity (TOA):

  • Division: 1-digit, numerical

For Type of Research (TOR):

  • Division: 2-digit, numerical
  • Group: 3-digit, numerical
  • Class: 5-digit, numerical
  • Subclass (Field): 7-digit, numerical

For Socioeconomic objectives (SEO):

  • Division: 3-digit, numerical
  • Group: 5-digit, numerical

Key dates for CRDC 2026 revision process and beyond

Here are key dates for the CRDC revision process:

  • Official public consultation period for proposed changes to be included in the CRDC 2026 Version 1.0: Ongoing until end of August 2025. Beyond this revision, the cut-off date to incorporate approved changes from proposals into the new classification version will be about a year to a year and a half before the release date of the next version of the CRDC, based on a 5-year revision cycle and as part of the permanent consultation process.
  • Release of a 'what we heard report' by the end of 2025.
  • Public notice containing the final approved proposal for changes to be included in the CRDC 2026 V1.0: June 2026.
  • Public release of the CRDC 2026 V1.0: December 2026.

Individuals and organizations wishing to submit proposals for changes in the CRDC may do so at any time, in accordance with the permanent consultation process adopted by Statistics Canada with regards to the CRDC.

How to provide feedback during the permanent consultation?

Proposals for the revision of the CRDC must contain the contact information of those submitting the change request:

  1. Full Name
  2. Organization (when an individual is proposing changes on behalf of an organization)
  3. Mailing address
  4. Email address
  5. Phone number

Should additional information or clarification to the proposal be required, participants might be contacted.

Proposals must be submitted by email to statcan.crdc-ccrd.statcan@statcan.gc.ca

Consultation guidelines for submitting proposals for change in the CRDC

Individuals or organizations are encouraged to follow the guidelines below when developing their proposals.

Proposals should:

  • be based on the latest version of the CRDC (e.g., CRDC 2020 Version 2.0, for the 2026 revision)therefore reading it is important before submitting changes;
  • clearly identify the proposed addition or change to the latest version of the classification this can include the creation of entirely new classification items related to the subclasses (or any other lowest level), classes, divisions, groups, or modifications to existing classification items within these categories;
  • outline the rationale and include supporting information for the proposed change;
  • when possible, describe the empirical significance (i.e., expenses, value-added or GDP, number of researchers, etc.) of proposed changes, and especially real structural changes (resulting in a change in the scope of a current classification item);
  • be consistent with classification principles and conceptual basics (e.g., mutual exclusivity, exhaustiveness and homogeneity within categories, what defines R&D);
  • be relevant, that is, proposals should:
    • describe the present analytical interest;
    • define how the change would enhance the usefulness of data;
    • be based on appropriate statistical research or subject matter expertise.

Please consider the questions below (though not exclusively) when preparing your input for the consultation on the revision of CRDC:

  • Are there research and development (R&D) services or activities for which you cannot find a satisfactory CRDC code?
  • Are there R&D activities or services that you find difficult to place in the CRDC?
  • Are there any classification elements in the CRDC that you find difficult to use because their descriptions are vague or confusing?
  • Are any R&D activities or services missing in the CRDC? If so, which ones and where would you place them in the classification structure?
  • Are there R&D or combinations of R&D that have significant economic value and analytical interest that you would like to see with a specific or separate CRDC classification item (e.g., division, group, class and subclass, etc.)?
  • Are there classification items you find difficult to use because their descriptions are vague or unclear?
  • Are there pairs of classification items you find difficult to distinguish from each other? Are there boundaries that could be clarified?
  • Are there R&D activities or services that you can locate in CRDC, but you would like to have them located in a different classification item or level of R&D activities? Please clearly indicate why;
  • Is the language, terminology or definitions used in CRDC in need of updating to be consistent with current usage in the research and experiment development field? Please provide as much detail as possible.

Note that submissions do not need to cover every topic; you can submit your comments or proposals on your specific area(s) of concern only.

The following criteria can be used to review the proposals received:

  • consistency with classification principles such as mutual exclusivity, exhaustiveness, and homogeneity of R&D activities or services within categories, with no overlapping to avoid double counting;
  • have empirical significance as an R&D activity or service, expenditures (government and private sectors), number of researchers involved, etc.;
  • are related to collectable and publishable data;
  • be relevant, that is, it must be of analytical interest, result in data useful to users, and be based on appropriate statistical research, subject-matter expertise and administrative relevance.
  • be consistent with the Canadian System of National Accounts to some extent (for statistical purposes);
  • special attention could be given to specific R&D activities or services, including:
    • new or emerging R&D activities or services;
    • R&D related to new or advanced technologies;
    • any field of research or socioeconomic objective that may be missing from the latest version of the classification.

Treatment of change proposals

Statistics Canada will review all proposals received in collaboration with research funding agencies. They reserve the right to use independent parties or other government employees, if deemed necessary, to assess change proposals.

The federal research granting agencies and Statistics Canada will consider feedback received from this consultation to finalize the revision of Canadian Research and Development Classification (CRDC) 2020 V2.0, which will result in a new version to be published before the end of 2026, as the CRDC 2026 Version 1.0. Beyond this revision, as part of the permanent revision process, this type of collaboration between Statistics Canada and the federal research funding granting agencies will continue according to agreements to be negotiated between them.

If deemed appropriate, a representative of Statistics Canada or the research funding agencies will contact respondents (including virtual or physical meetings) to ask additional questions or seek clarification on a particular aspect of their proposal.

A report summarizing the findings of this consultation will be published on the Statistics Canada website later in 2025.

Please note each proposal received will not necessarily result in a change to the CRDC.

Official languages

Proposals may be written in either of Canada's official languages - English or French.

Confidentiality

Statistics Canada is committed to respecting the privacy of consultation participants. All personal information created, held or collected by the Agency is protected by the Privacy Act. For more information on Statistics Canada's privacy policies, please consult the Privacy notice.

Note of appreciation

We thank all respondents in advance for their interest and participation in the permanent consultation on the revision of the Canadian Research and Development Classification (CRDC). Your contributions are valuable to us.

Monthly Electricity Supply and Disposition Survey 2025

Why are we conducting this survey?

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

The statistical information from the IBSP  serves many purposes, including

  • Obtaining information on the supply of and/or demand for energy in Canada
  • Enabling governmental agencies to fulfill their regulatory responsibilities in regards to public utilities
  • Enabling all levels of government to establish informed policies in the energy area
  • Assisting the business community in the corporate decision-making process.

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

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

Other important information

Authorization to collect this information

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

Confidentiality

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

Record linkages

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

Data-sharing agreements

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

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

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

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

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

You may also contact us by email at statcan.esd-helpdesk-dse-bureaudedepannage.statcan@canada.ca or by fax at 613-951-6583.

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

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

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

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

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

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

Legal Name

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

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

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

Operating Name

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

  • Legal name
  • Operating name (if applicable)

2. Verify or provide the contact information for the designated contact person for the business or organization and correct information if needed.

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

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

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

  • Operational
  • Not currently operational (e.g., temporarily or permanently closed, change of ownership)
    Why is this business or organization not currently operational?
    • Seasonal operations
      • When did this business or organization close for the season?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
    • Ceased operations
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?
        • Bankruptcy
        • Liquidation
        • Dissolution
        • Other
      • Specify the other reasons why the operations ceased
    • Sold operations
      • When was this business or organization sold?
        • Date
      • What is the legal name of the buyer?
    • Amalgamated with other businesses or organizations
      • When did this business or organization amalgamate?
        • Date
      • What is the legal name of the resulting or continuing business or organization?
      • What are the legal names of the other amalgamated businesses or organizations?
    • Temporarily inactive but expected to re-open
      • When did this business or organization become temporarily inactive?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
      • Why is this business or organization temporarily inactive?
    • No longer operating due to other reasons
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?

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

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

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

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

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

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

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

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

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

Description and examples

  • This is the current main activity
  • This is not the current main activity
    • Provide a brief but precise description of this business or organization's main activity
    • e.g., breakfast cereal manufacturing, shoe store, software development

Main activity

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

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

  • Yes
    • When did the main activity change?
    • Date
  • No

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

How to search:

  • If desired, you can filter the search results by first selecting the business or organization's activity sector
  • Enter keywords or a brief description that best describe the business or organization's main activity
  • Press the Search button to search the database for an industry activity classification that best matches the keywords or description you provided
  • Select an industry activity classification from the list.

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

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

Method of collection

1. Indicate whether you will be answering the remaining questions or attaching files with the required information.

  • Answering the remaining questions
  • Attaching files

Attach files

2. Our records indicate that this business fulfills its reporting obligations using file attachment(s). Please attach the required file(s) containing your electricity supply and disposition information for [Month] 2025. You may also attach other files you feel are necessary.

Please report in megawatt-hours (MWh) and thousands of dollars for all electricity generation, imports, receipts, exports and deliveries by type of consumers ( i.e., 'end use' or enrolled with a third party retailer).

To attach files

  • Press the Attach files button.
  • Choose the file to attach. Multiple files can be attached.

Note

  • Each file must not exceed 5 MB .
  • All attachments combined must not exceed 50 MB .
  • The name and size of each file attached will be displayed on the page.

Sub-type for all electricity generation

1. In [Month] 2025, did this business generate electricity?

Electricity may be generated for internal use and/or for sale.

  • Yes
  • No

2. In [Month] 2025, what methods were employed by this business to generate electricity?

Exclude purchased electricity.

Select all that apply.

Nuclear: Electricity generated at an electric power plant whose turbines are driven by steam generated in a reactor by heat from the fission of nuclear fuel.

Hydro: Electric power generated from a plant in which the turbine generators are driven by flowing water.

Tidal: Electric power generated from a plant in which turbine generators are driven from tidal movements.

Wind: A power plant in which the prime mover is a wind turbine. Electric power is generated by the conversion of wind power into mechanical energy.

Solar: Electricity created using Photovoltaic (PV) technology which converts sunlight into electricity OR electricity created using solar thermal technology where sunlight heats a liquid or gas to drive a turbine or engine.

Wave: Electricity generated from mechanical energy derived from wave motion.

Geothermal: Electricity generated from heat emitted from within the earth's crust, usually in the form of hot water or steam.

Other non-combustible sources: This includes fuels such as waste heat, steam, and steam purchased from another company. Specify in the space provided.

  • Thermal Generation - combustible fuels.
    • Include coal, natural gas, petroleum, wood, spent pulping liquor, biogas, municipal and other waste, other combustible fuels.
  • Nuclear
  • Hydro
  • Tidal
  • Wind
  • Solar
  • Wave
  • Geothermal
  • Other
    • Specify other non-combustible methods

Electricity generation by all selected methods and fuel types

3. In [Month] 2025, which types of combustible fuel were used by this business to generate electricity?

Select all that apply.

Coal: A readily combustible, black or brownish-black rock-like substance, whose composition, including inherent moisture, consists of more than 50% by weight and 70% by volume of carbonaceous material. It is formed from plant remains that have been compacted, hardened, chemically altered and metamorphosed by heat and pressure over geologic time without access to air.

Natural gas: A mixture of hydrocarbons (principally methane) and small quantities of various hydrocarbons existing in the gaseous phase or in solution with crude oil in underground reservoirs.

Petroleum: This covers both naturally occurring unprocessed crude oil and petroleum products that are made up of refined crude oil and used as a fuel source ( i.e., crude oil, synthetic crude oil, natural gas liquids, naphtha, kerosene, jet fuel, gasoline, diesel, and fuel oil; excludes Petroleum coke, bitumen and other oil products not specified).

For 'Other' non-renewable combustible fuels: This includes fuels such as propane, orimulsion, petroleum coke, coke oven gas, ethanol and any other type of non-renewable combustible fuels not otherwise identified on the questionnaire. Specify in the spaces provided.

Wood and wood waste: Wood and wood energy used as fuel, including round wood (cord wood), lignin, wood scraps from furniture and window frame manufacturing, wood chips, bark, sawdust, shavings, lumber rejects, forest residues, charcoal and pulp waste from the operation of pulp mills, sawmills and plywood mills.

Spent pulping liquor (Black liquor): A recycled by-product formed during the pulping of wood in the paper-making process. It is primarily made up of lignin and other wood constituents, and chemicals that are by-products of the manufacture of chemical pulp. It is burned as fuel or in a recovery boiler which produces steam which can be used to produce electricity.

Biogas: Landfill gas, or gas from anaerobic digestors using organic matter like manure, crop waste, food waste, sewage, etc.

Municipal and other waste: Wastes (liquids or solids) produced by households, industry, hospitals and others (e.g., paper, cardboard, rubber, leather, natural textiles, wood, brush, grass clippings, kitchen wastes and sewage sludge).

Other type of Biomass: Any other type of biomass not otherwise identified on the questionnaire. This includes fuels such as food waste, used diapers etc.

Non-renewable combustible fuels

  • Coal
  • Natural gas
  • Petroleum
  • Other - Specify the other non-renewable combustible types

Biomass

  • Wood
  • Spent pulping liquor
  • Biogas
  • Municipal and other waste
  • Other - Specify the other types of biomass'

4. In [Month] 2025, what was the gross quantity in megawatt-hours (MWh) of electricity generated by this business from the following?

Gross electricity generation is the total amount of electricity generated by the power plant during the reporting period. Gross electricity generation = Net electricity generation + Own use consumption from self-generated electricity.

Exclude purchased electricity

In [Month] 2025, what was the quantity in megawatt-hours (MWh) of electricity generated by this business from the following?
  Quantity in MWh
Non-renewable combustible fuels  
a. Coal  
b. Natural gas  
c. Petroleum. Please report the generation from the use of diesel under Petroleum.  
d. Other – Specify the other non-renewable combustible types  
Total megawatt-hours generated from non-renewable combustible fuels  
Biomass  
e. Wood  
f. Spent pulping liquor  
g. Biogas  
h. Municipal and other waste  
i. Other – Specify the other types of biomass  
Total megawatt-hours generated from biomass  
Total electricity production from combustible fuels  
j. Nuclear  
k. Hydro  
l. Tidal  
m. Wind  
n. Solar  
o. Wave  
p. Geothermal  
q. Other - Specify the other types of electricity produced from combustible fuels  
Total production of electricity  

Import of electricity from the United States

5. In [Month] 2025, did this business import electricity from the United States?

  • Yes
  • No

6. In [Month] 2025, what was the quantity in megawatt-hours (MWh) and the value of imported electricity from the United States?

If applicable, please report the total quantity of electricity ( MWh ) and Canadian dollar value (thousands of dollars) this business imported/purchased from the United States.

Exclude sales tax

  • Quantity in MWh
  • CAN$ '000

Withdrawals or purchases of electricity from other Canadian producers and distributors

7. In [Month] 2025, did this business receive or purchase electricity from other sources in Canada?

Include

  • electricity received from other producers or distributors including affiliated direct purchase and wholesale consumers
  • withdrawals from the grid for own consumption or for resale.
  • Yes
  • No

Withdrawals or purchases of electricity from other Canadian producers and distributors

8. In [Month] 2025, from which province or territory was electricity received, purchased or withdrawn by this business?

Select all that apply.

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

9. In [Month] 2025, what was the quantity in megawatt-hours (MWh) and the value of electricity received or purchased by this business?

Include:

  • electricity received from other producers or distributors, including affiliated direct purchase and wholesale consumers
  • withdrawals from the grid for own use consumption or for resale

Exclude sales tax

If applicable, please report the total quantity of electricity ( MWh ) (thousands of dollars) purchased or received from within and/or other provinces ( e.g., other utilities/producers, transmitters, distributors).

In [Month] 2025, what was the quantity in megawatt-hours (MWh) and the value of electricity received by this business?
  Quantity in MWh CAN$ '000
a. Newfoundland and Labrador    
b. Prince Edward Island    
c. Nova Scotia    
d. New Brunswick    
e. Quebec    
f. Ontario    
g. Manitoba    
h. Saskatchewan    
i. Alberta    
j. British Columbia    
k. Yukon    
l. Northwest Territories    
m. Nunavut    
Total quantity and value of electricity purchased or withdrawn from other domestic companies    

Own use consumption from self-generated electricity

10. In [Month] 2025, did this business consume self-generated electricity for its own use?

Own use consumption (also known as Producer consumption or Station service) refers to consumption of self-generated electricity (excludes imported or purchased electricity) for the direct support of the plant or business itself during the reporting period.

Own use consumption = Gross electricity - Net electricity generation (Gross electricity generation is the total amount of electricity generated by the power plant during the reporting period. Net electricity generation is the amount of electricity generated by the power plant that is delivered to the electricity grid during the reporting period).

  • Yes
  • No

11. In [Month] 2025, what was the quantity in megawatt-hours (MWh) of self-generated electricity consumed by this business for its own use?

Own use consumption (also known as Producer consumption or Station service) refers to consumption of self-generated electricity (excludes imported or purchased electricity) for the direct support of the plant or business itself during the reporting period.

Own use consumption = Gross electricity - Net electricity generation (Gross electricity generation is the amount of electricity generated by the power plant during the reporting period. Gross electricity generation is the total amount of electricity generated by the power plant during the reporting period.

Net electricity generation is the amount of electricity generated by the power plant that is delivered to the electricity grid during the reporting period).

Quantity in MWh

Own consumption from imported, received or purchased electricity

12. For [Month] 2025, you have indicated that this business imported, received or purchased electricity. Was any of this electricity imported, received or purchased for the business's own consumption? 

Own consumption from purchased electricity refers to withdrawals from the grid which is electricity that is billed by another company for the direct support of the plant or business itself during the reporting period.

Include withdrawals from the grid which is electricity that is billed by another company.

  • Yes
  • No

13. For [Month] 2025, you have indicated that this business imported, received or purchased electricity. How much electricity in MWh was imported, received or purchased for the business's own consumption?

Include withdrawals from the grid which is electricity that is billed by another company.

Export of electricity to the United States

14. In [Month] 2025, did this business export electricity to the United States?

  • Yes
  • No

15. In [Month] 2025, what was the quantity in megawatt-hours (MWh) and value of exported electricity to the United States?

If applicable, please report the total quantity of electricity (MWh) and Canadian dollar value (thousands of dollars) this business exported/sold to the United States

  • Quantity in MWh
  • CAN$ '000

Exclude sales tax.

Delivery of electricity to other domestic utilities or distributors in Canada

16. In [Month] 2025, did this business deliver electricity to other companies in Canada such as utilities, system operators (the grid), producers, transmitters and/or distributors for the purpose of resale?

  • Yes
  • No

17. In [Month] 2025, which province or territory was electricity delivered to?

Select all that apply.

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

18. In [Month] 2025, what was the quantity in megawatt-hours (MWh) and the value of electricity delivered to other companies in Canada such as utilities, system operators (the grid), producers, transmitters and/or distributors for the purpose of resale?

If applicable, please report the total quantity of electricity ( MWh ) and total dollar value (thousands of dollars) your company sold to other domestic companies, by province or territory.

Exclude sales tax.

In [Month] 2025, what was the quantity in megawatt-hours (MWh) and the value of electricity delivered to other companies in Canada such as utilities, system operators (the grid), producers, transmitters and/or distributors for the purpose of resale?
  Quantity in MWh CAN$ '000
a. Newfoundland and Labrador    
b. Prince Edward Island    
c. Nova Scotia    
d. New Brunswick    
e. Quebec    
f. Ontario    
g. Manitoba    
h. Saskatchewan    
i. Alberta    
j. British Columbia    
k. Yukon    
l. Northwest Territories    
m. Nunavut    
Total quantity and value of delivered electricity to other domestic businesses    

Disposition of electricity by type of consumer

19. In [Month] 2025, did this business deliver electricity to consumers enrolled with retailers such as Direct Energy?

A retailer does not own any distribution lines, it operates as a middleman and relies on utility companies to deliver to their clients the electricity it has purchased on the markets.

Retailers only operate in Alberta and Ontario where the electricity markets have been deregulated, and where, by law, the generation, transmission and distribution activities must be performed by different companies.

  • Yes
  • No

Delivery of electricity for consumers enrolled with retailers

20. In [Month] 2025, what was the quantity in megawatt-hours (MWh) of electricity delivered to the following types of consumers enrolled with retailers?

Exclude electricity delivered to other utilities or distributors.

In [Month] 2025, what was the quantity in megawatt-hours (MWh) of electricity delivered to the following types of consumers enrolled with retailers?
  Quantity in MWh
a. To industrial customers. Include mining and manufacturing.  
b. To residential customers. Include residential and agricultural.  
c. To commercial and other institutional customers. Include deliveries to urban transit systems, pipeline transportation and natural gas distribution, public administration, street lighting and commercial and other institutional.  

Delivery of electricity to ultimate consumer

21. In [Month] 2025, did this business deliver electricity to 'end use' consumers?

'End Use' refers to the direct consumption of energy by consumers. In the case of 'residential end-use customers', for example, end use refers to electricity consumed by the residential sector or customers.

  • Yes
  • No


22. In [Month] 2025, what was the quantity in megawatt-hours (MWh) of electricity delivered to the following types of 'end use' consumers?

  Quantity in MWh
a. To industrial end-user customers. Include mining and manufacturing.  
b. To residential end-user customers. Include residential and agricultural.  
c. To commercial and other institutional end-user customers. Include deliveries to urban transit systems, pipeline transportation and natural gas distribution, public administration, street lighting and commercial and other institutional.  


23. In [Month] 2025, what was the value of electricity delivered to the following types of 'end use' consumers?
Exclude sales tax.

  CAN$ '000
a. To industrial end-user customers. Include mining and manufacturing.  
b. To residential end-user customers. Include residential and agricultural.  
c. To commercial and other institutional end-user customers. Include deliveries to urban transit systems, pipeline transportation and natural gas distribution, public administration, street lighting and commercial and other institutional.  

Balancing electricity supply and disposition

The total supply of electricity must be equal to the sum of the total disposition of electricity and the total unallocated and/or losses. Unallocated and/or losses was automatically calculated as the difference between your reported total supply of electricity and total disposition of electricity. If the calculated unallocated and/or losses is not correct, use the Previous button to adjust either the supply or disposition of electricity. If it is correct, select the Next button.

24. This is a summary of your balancing electricity supply and disposition.

Please review the values and, if needed, press the Previous button at the bottom of the page to navigate to the previous pages to make any modifications.

Unallocated and/or losses

Include:

  • transmission losses
  • adjustments
  • 'unaccounted for' amounts which are subject to variation because of cyclical billing
  • losses in the main generator transformers and the electrical energy absorbed by the generating auxiliaries.
This is a summary of your balancing electricity supply and disposition.
  Quantity in MWh
Supply  
 a. Gross production of electricity
 Net electricity generation + Own use consumption from self-generated electricity
 
b. Imported electricity from the United States  
c. Withdrawal or purchased electricity  
Total supply of electricity
i.e., the total quantity available for use, distribution or sale
 
Disposition  
d. Own use consumption from self-generated electricity  
e. Own consumption from imported, received or purchased electricity   
f. Exported electricity to United States  
g. Delivered electricity to other domestic businesses  
h. Delivered electricity to consumers enrolled with retailers  
i. Delivered electricity to end-use consumers  
Total disposition of electricity
i.e., the total quantity used, distributed or sold
 
Unallocated and/or losses  
j. Total supply of electricity  
k. Total disposition of electricity  
Total unallocated and/or losses  

Changes or events

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

Select all that apply.

  • Strike or lock-out
  • How many days in "month" was your business or organization open?
  • Exchange rate impact
  • Price changes in goods or services sold
  • Contracting out
  • Organizational change
  • Price changes in labour or raw materials
  • Natural disaster
  • How many days in "month" was your business or organization open?
  • Recession
  • Change in product line
  • Sold business or business units
  • Expansion
  • New or lost contract
  • Plant closures
  • How many days in "month" was your business or organization open?
  • Acquisition of business or business units
  • Plant expansion or contraction
  • Other
    Specify the other changes or events:
  • No changes or events

Contact person

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

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

  • Yes
  • No

Who is the best person to contact about this questionnaire?

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

Feedback

27. How long did it take to complete this questionnaire

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

28. Do you have any comments about this questionnaire?

Canadian Cancer Registry - Standard population used for Age-standardization

The July 1, 2021 Canadian population (final postcensal version) is used as the standard population for the Canadian Cancer Registry (CCR) table and related products.

Canada, July 1, 2021 Population by Age Group (both sexes combined)
Table summary
This table displays the results of Canada. The information is grouped by Age Group (appearing as row headers), Population and Weight (appearing as column headers).
Age Group Population Weight
0 to 4 years 1,902,883 0.049762
5 to 9 years 2,072,565 0.054199
10 to 14 years 2,114,016 0.055283
15 to 19 years 2,059,975 0.053870
20 to 24 years 2,404,398 0.062877
25 to 29 years 2,674,655 0.069944
30 to 34 years 2,704,004 0.070712
35 to 39 years 2,643,161 0.069121
40 to 44 years 2,505,252 0.065514
45 to 49 years 2,381,758 0.062285
50 to 54 years 2,427,770 0.063488
55 to 59 years 2,690,509 0.070359
60 to 64 years 2,612,928 0.068330
65 to 69 years 2,226,492 0.058224
70 to 74 years 1,845,779 0.048268
75 to 79 years 1,272,339 0.033273
80 to 84 years 841,433 0.022004
85 to 89 years 521,396 0.013635
90 years and over 338,551 0.008853
Total 38,239,864 1.0

The July 1, 2011 Canadian population (final postcensal version) was used as the standard population for the CCR table and related products produced prior to Jan 31, 2025 (see Table below).

Canada, July 1, 2011 Population by Age Group (both sexes combined)
Table summary
This table displays the results of Canada. The information is grouped by Age Group (appearing as row headers), Population and Weight (appearing as column headers).
Age Group Population Weight
0 to 4 years 1,899,064 0.055297
5 to 9 years 1,810,433 0.052717
10 to 14 years 1,918,164 0.055853
15 to 19 years 2,238,952 0.065194
20 to 24 years 2,354,354 0.068555
25 to 29 years 2,369,841 0.069006
30 to 34 years 2,327,955 0.067786
35 to 39 years 2,273,087 0.066188
40 to 44 years 2,385,918 0.069474
45 to 49 years 2,719,909 0.079199
50 to 54 years 2,691,260 0.078365
55 to 59 years 2,353,090 0.068518
60 to 64 years 2,050,443 0.059705
65 to 69 years 1,532,940 0.044636
70 to 74 years 1,153,822 0.033597
75 to 79 years 919,338 0.026769
80 to 84 years 701,140 0.020416
85 to 89 years 426,739 0.012426
90 years and over 216,331 0.006299
Total 34,342,780 1.0

The July 1, 1991 Canadian population (final postcensal version) was used as the standard population for CCR CANSIM tables produced prior to March 15, 2016 (see Table below).

Canada, July 1, 1991 Population by Age Group (both sexes combined)
Table summary
This table displays the results of Canada. The information is grouped by Age Group (appearing as row headers), Population and Weight (appearing as column headers).
Age Group Population Weight
0 to 4 years 1,953,346 0.069464
5 to 9 years 1,953,045 0.069454
10 to 14 years 1,913,115 0.068034
15 to 19 years 1,926,090 0.068495
20 to 24 years 2,109,452 0.075016
25 to 29 years 2,529,239 0.089944
30 to 34 years 2,598,289 0.0924
35 to 39 years 2,344,872 0.083388
40 to 44 years 2,138,891 0.076063
45 to 49 years 1,674,153 0.059536
50 to 54 years 1,339,902 0.047649
55 to 59 years 1,238,441 0.044041
60 to 64 years 1,190,217 0.042326
65 to 69 years 1,084,588 0.03857
70 to 74 years 834,024 0.029659
75 to 79 years 622,221 0.022127
80 to 84 years 382,303 0.013595
85 years and over 287,877 0.010237
Total 28,120,065 1.0

2024 Survey of Service Industries: Architectural Services

Why are we conducting this survey?

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

The statistical information from the IBSP serves many purposes, including:

  • calculating each province and territory's fair share of federal-provincial transfer payments for health, education and social programs
  • establishing government programs to assist businesses
  • assisting the business community in negotiating contracts and collective agreements
  • supporting the government in making informed decisions about fiscal, monetary and foreign exchange policies
  • indexing social benefit programs and determining tax brackets
  • enabling academics and economists to analyze the economic performance of Canadian industries and to better understand rapidly evolving business environments.

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

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

Other important information

Authorization to collect this information

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

Confidentiality

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

Record linkages

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

Data-sharing agreements

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

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

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

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations.

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

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

You may also contact us by email at infostats or by fax at 1-514-496-4879.

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.

Business or organization and contact information

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

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

Legal Name

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

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

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

Operating Name

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

Legal name

Operating name (if applicable)

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

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

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

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

  • Operational
  • Not currently operational
    • Why is this business or organization not currently operational?
      • Seasonal operations
      • Ceased operations
      • Sold operations
      • Amalgamated with other businesses or organizations
      • Temporarily inactive but will re-open
      • No longer operating due to other reasons
    • When did this business or organization close for the season?
      • Date
    • When does this business or organization expect to resume operations?
      • Date
    • When did this business or organization cease operations?
      • Date
    • Why did this business or organization cease operations?
      • Bankruptcy
      • Liquidation
      • Dissolution
      • Other
    • Specify the other reasons why the operations ceased
    • When was this business or organization sold?
      • Date
    • What is the legal name of the buyer?
    • When did this business or organization amalgamate?
      • Date
    • What is the legal name of the resulting or continuing business or organization?
    • What are the legal names of the other amalgamated businesses or organizations?
    • When did this business or organization become temporarily inactive?
      • Date
    • When does this business or organization expect to resume operations?
      • Date
    • Why is this business or organization temporarily inactive?
    • When did this business or organization cease operations?
      • Date
    • Why did this business or organization cease operations?

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

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

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

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

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

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

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

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

Description and examples

  • This is the current main activity
    Provide a brief but precise description of this business or organization's main activity
    e.g., breakfast cereal manufacturing, shoe store, software development
  • This is not the current main activity

Main activity

5. You indicated that is not the current main activity. Was this business or organization's main activity ever classified as: ?

  • Yes
    When did the main activity change?
    Date
  • No

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

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

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

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

Main activity

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

  • Yes, there are other activities
    Provide a brief but precise description of this business or organization's secondary activity
    e.g., breakfast cereal manufacturing, shoe store, software development
  • No, that is the only significant activity

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

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

Approximately what percentage of this business or organization's revenue is generated by each of the following activities?
  Percentage of revenue
Main activity  
Secondary activity  
All other activities  
Total percentage  

Reporting period information

1. What are the start and end dates of this business's or organization's most recently completed fiscal year?

For this survey, the end date should fall between April 1, 2024 and March 31, 2025.

Here are twelve common fiscal periods that fall within the targeted dates:

  • May 1, 2023 to April 30, 2024
  • June 1, 2023 to May 31, 2024
  • July 1, 2023 to June 30, 2024
  • August 1, 2023 to July 31, 2024
  • September 1, 2023 to August 31, 2024
  • October 1, 2023 to September 30, 2024
  • November 1, 2023 to October 31, 2024
  • December 1, 2023 to November 30, 2024
  • January 1, 2024 to December 31, 2024
  • February 1, 2024 to January 31, 2025
  • March 1, 2024 to February 28, 2025
  • April 1, 2024 to March 31, 2025.

Here are other examples of fiscal periods that fall within the required dates:

  • September 18, 2023 to September 15, 2024 (e.g., floating year-end)
  • June 1, 2024 to December 31, 2024 (e.g., a newly opened business).

Fiscal year start date

Fiscal year-end date

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

  • Seasonal operations
  • New business
  • Change of ownership
  • Temporarily inactive
  • Change of fiscal year
  • Ceased operations
  • Other
    Specify reason the reporting period does not cover a full year

Additional reporting instructions

1. Throughout this questionnaire, please report financial information in thousands of Canadian dollars.

For example, an amount of $763,880.25 should be reported as:

CAN$ '000 : $764,000

I will report in the format above

Revenue

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business

Report dollar amounts in thousands of Canadian dollars.

Revenue

a. Sales of goods and services ( e.g., fees, commissions, 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.

b. Rental and leasing Include rental or leasing of apartments, commercial buildings, land, office space, residential housing, investments in co-tenancies and co-ownerships, hotel or motel rooms, long and short term vehicle leasing, machinery or equipment, storage lockers, etc.

c. Commissions Include commissions earned on the sale of products or services by businesses such as advertising agencies, brokers, insurance agents, lottery ticket sales, sales representatives and travel agencies - compensation could also be reported under this item (for example, compensation for collecting sales tax).

d. Subsidies (including grants, donations, fundraising and sponsorships)

Include:

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

e. Royalties, rights, licensing and franchise fees

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

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

f. Dividends

Include:

  • dividend income
  • dividends from Canadian sources
  • dividends from foreign sources
  • patronage dividends.

Exclude equity income from investments in subsidiaries or affiliates.

g. Interest

Include:

  • investment revenue
  • interest from foreign sources
  • interest from Canadian bonds and debentures
  • interest from Canadian mortgage loans
  • interest from other Canadian sources.

Exclude equity income from investments in subsidiaries or affiliates.

h. All other revenue (Include intracompany transfers)

Include amounts not included in questions a. to g.

Total revenue

The sum of sub-questions a. to h.

The sum of sub-questions a. to h.
  CAN$ '000
a. Sales of goods and services  
b. Rental and leasing  
c. Commissions  
d. Subsidies  
e. Royalties, rights, licensing and franchise fees  
f. Dividends  
g. Interest  
h. Other  
Total revenue  

E-commerce

The following questions are about e-commerce activities.

E-commerce revenue: Sales of goods and services conducted over the Internet with or without online payment. Include all revenue for which an order is received and commitment to purchase is made via the Internet, although payment can be made by other means, such as orders made on web pages, an extranet, mobile devices or Electronic Data Interchange (EDI).

Exclude orders made by telephone, facsimile or email.

Sales from automated kiosks located within the business's establishments are excluded from E-commerce sales.

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's total revenue?

Include:

  • sales of goods and services
  • rental, leasing and property management
  • commissions
  • subsidies, grants, donations, fundraising and sponsorships
  • royalties
  • rights
  • licensing and franchise fees
  • dividends, interest and other revenue.

Report dollar amounts in thousands of Canadian dollars.

Total revenue in CAN$ '000

2. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business have any e-commerce revenue?

E-commerce revenue: Sales of goods and services conducted over the Internet with or without online payment.

Include all revenue for which an order is received and commitment to purchase is made via the Internet, although payment can be made by other means, such as orders made on web pages, an extranet, mobile devices or Electronic Data Interchange (EDI).

Exclude orders made by telephone, facsimile or email.

  • Yes
  • No

3. Of the [amount] reported in total revenue, what was the total e-commerce revenue?

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

Report dollar amounts in thousands of Canadian dollars.

Total e-commerce revenue in CAN$ '000

4. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make sales over the Internet through any of the following methods?

Select all that apply.

  • Mobile app
    Include sales through any app, or application, that is downloaded and designed to run on a handheld device such as a smartphone or tablet (for example, places where a user may download these apps, including Apple's App Store, Google Play or Blackberry App World).
  • Company website
    Include sales through a browser-based website where your organization maintains control of the content.
  • Third-party website
    Include sales through a browser-based website where a third-party maintains the structure of the website and control of the look and feel while your company only provides the product to be sold (for example, Amazon, Expedia or Etsy).
  • Electronic Data Interchange (EDI)
    A standard format for exchanging business data. EDI is based on the use of message standards, ensuring that all participants use a common language.
  • Via a mobile app
  • Via your company website
  • Via a third-party website
  • Via Electronic Data Interchange (EDI)
  • Other
    Specify the other methods

5. Does this business have any full-time staff dedicated solely to activities related to e-commerce?

  • Yes
  • No

6. Why did this business not make sales over the Internet?

Select all that apply.

  • Goods and services do not lend themselves to online sales
  • Prefer to maintain current business model
  • Lack of skilled workers to implement and maintain e-commerce infrastructure
  • Cost of development is too high
  • Security concerns
  • Other
    Specify the other reasons

Expenses

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business

Report dollar amounts in thousands of Canadian dollars.

Expenses

a. Cost of goods sold

Many business units distinguish their costs of materials from their other business expenses (selling, general and administrative). This item is included to allow you to easily record your costs/expenses according to your normal accounting practices.

Include:

  • cost of raw materials and/or goods purchased for resale - net of discounts earned on purchases
  • freight in and duty.

Exclude all costs associated with salaries, wages, benefits, commissions and subcontracts (report at Employment costs and expenses, and Subcontracts).

b. Employment costs and expenses

b1. Salaries, wages and commissions

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 (report at Subcontracts).

b2. Employee benefits

Include contributions to:

  • health plans
  • insurance plans
  • employment insurance
  • pension plans
  • workers' compensation
  • association dues
  • 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.

c. Subcontracts

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
  • custom work and contract work
  • subcontract and outside labour
  • hired labour.

d. Research and development fees

Expenses from activities conducted with the intention of making a discovery that could either lead to the development of new products or procedures, or to the improvement of existing products or procedures.

e. Professional and business fees

Include:

  • legal services
  • accounting and auditing fees
  • consulting fees
  • education and training fees
  • appraisal fees
  • management and administration fees
  • property management fees
  • information technology (IT) consulting and service fees (purchased)
  • architectural fees
  • engineering fees
  • scientific and technical service fees
  • other consulting fees (management, technical and scientific)
  • veterinary fees
  • fees for human health services
  • payroll preparation fees
  • all other professional and business service fees.

Exclude service fees paid to Head Office (report at All other costs and expenses).

f. Utilities

Utility expenses related to operating your business unit such as water, electricity, gas and heating.

Include:

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

Exclude:

  • energy expenses covered in your rental and leasing contracts
  • telephone, Internet and other telecommunications
  • vehicle fuel (report at All other costs and expenses).

g. Office and computer related expenses

Include:

  • office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines
  • postage and courier (used in the day to day office business activity)
  • computer and peripherals upgrade expenses
  • data processing.

Exclude telephone, Internet and other telecommunication expenses (report at Telephone, Internet and other telecommunication).

h. Telephone, Internet and other telecommunication

Include:

  • internet
  • telephone and telecommunications
  • cellular telephone
  • fax machine
  • pager.

i. Business taxes, licenses and permits

Include:

  • property taxes paid directly and property transfer taxes
  • vehicle license fees
  • beverage taxes and business taxes
  • trade license fees
  • membership fees and professional license fees
  • provincial capital tax.

j. Royalties, franchise fees and memberships

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.

Exclude Crown royalties

k. Crown charges

Federal or Provincial royalty, tax, lease or rental payments made in relation to the acquisition, development or ownership of Canadian resource properties.

Include:

  • Crown royalties
  • Crown leases and rentals
  • oil sand leases
  • stumpage fees.

l. Rental and leasing

Include:

  • lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses
  • motor vehicle rental and leasing expenses
  • studio lighting and scaffolding
  • machinery and equipment rental expenses
  • storage expenses
  • road and construction equipment rental
  • fuel and other utility costs covered in your rental and leasing contracts.

m. Repair and maintenance

Include:

  • buildings and structures
  • machinery and equipment
  • security equipment
  • vehicles
  • costs related to materials, parts and external labour associated with these expenses
  • janitorial and cleaning services and garbage removal.

n. Amortization and depreciation

Include:

  • direct cost depreciation of tangible assets and amortization of leasehold improvements
  • amortization of intangible assets ( e.g., amortization of goodwill, patents, franchises, copyrights, trademarks, deferred charges, organizational costs).

o. Insurance

Insurance recovery income should be deducted from insurance expenses.

Include:

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

p. Advertising, marketing, promotion, meals and entertainment

Include:

  • newspaper advertising and media expenses
  • catalogues, presentations and displays
  • tickets for theatre, concerts and sporting events for business promotion
  • fundraising expenses
  • meals, entertainment and hospitality purchases for clients.

q. Travel, meetings and conventions

Include:

  • travel expenses
  • meeting and convention expenses, seminars
  • passenger transportation ( e.g., airfare, bus, train)
  • accommodations
  • travel allowance and meals while travelling
  • other travel expenses.

r. Financial services

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 (report at Interest expense).

s. Interest expense

Report the cost of servicing your company's debt.

Include:

  • interest
  • bank charges
  • finance charges
  • interest payments on capital leases
  • amortization of bond discounts
  • interest on short-term and long-term debt, mortgages, bonds and debentures.

t. Other non-production-related costs and expenses

Include:

  • charitable donations and political contributions
  • bad debt expense
  • loan losses
  • provisions for loan losses (minus bad debt recoveries)
  • inventory adjustments.

u. All other costs and expenses (including intracompany expenses)

Include:

  • production costs
  • pipeline operations, drilling, site restoration
  • gross overriding royalty
  • other producing property rentals
  • well operating, fuel and equipment
  • other lease rentals
  • other direct costs
  • equipment hire and operation
  • log yard expense, forestry costs, logging road costs
  • freight in and duty
  • overhead expenses allocated to cost of sales
  • other expenses
  • cash over/short (negative expense)
  • reimbursement of parent company expense
  • warranty expense
  • recruiting expenses
  • general and administrative expenses
  • interdivisional expenses
  • interfund transfer (minus expense recoveries)
  • exploration and development (including prospect/geological, well abandonment and dry holes, exploration expenses, development expenses)
  • amounts not included in sub-questions a. to t. above.

Total expenses

The sum of sub-questions a. to u.

The sum of sub-questions a. to u.
  CAN$ '000
a. Cost of goods sold  
Opening inventories  
Purchases  
Closing inventories  
Cost of goods sold  
b. Employment costs and expenses  
Salaries, wages and commissions  
Employee benefits  
c. Subcontracts  
d. Research and development fees  
e. Professional and business fees  
f. Utilities  
g. Office and computer related expenses  
h. Telephone, Internet and other telecommunication  
i. Business taxes, licenses and permits  
j. Royalties, franchise fees and memberships  
k. Crown charges  
l. Rental and leasing  
m. Repair and maintenance  
n. Amortization and depreciation  
o. Insurance  
p. Advertising, marketing, promotion, meals and entertainment  
q. Travel, meetings and conventions  
r. Financial services  
s. Interest expense  
t. Other non-production-related costs and expenses  
u. All other costs and expenses  
Total expenses   

Industry characteristics

1. What were this business's sales for each of the following goods and services?

Please report all amounts in thousands of Canadian dollars.

a. Architectural services

a1. Single-family residential projects

Architectural services provided for single-family residential building projects.

Include:

  • the design of single-family homes in subdivision developments
  • townhouses with a floor-to-ceiling wall between each unit.

Exclude historical restoration projects.

a2. Multi-family residential projects

Architectural services provided for multi-family residential building projects.

Include the design of apartment blocks.

Exclude:

  • the design of nursing homes and similar residential health care building projects
  • the design of hotels, resorts and similar temporary overnight accommodation building projects
  • historical restoration projects.

a3. Office building projects

Architectural services for all types of office buildings, including those for public and institutional clients.

Include office parks.

Exclude historical restoration projects.

a4. Retail and restaurant projects

Architectural services for stores, restaurants and similar buildings.

Include:

  • shopping centres
  • retail stores
  • restaurants
  • gas stations.

Exclude historical restoration projects.

a5. Hotel and convention centre projects

Architectural services for buildings providing temporary overnight accommodations.

Include:

  • hotels
  • motels
  • resorts
  • convention centres.

Exclude historical restoration projects.

a6. Health care projects ( e.g., hospitals, nursing homes and similar projects)

Architectural services for buildings which provide health care.

Include:

  • active care hospitals and clinics
  • nursing homes
  • respite care centres.

Exclude historical restoration projects.

a7. Entertainment, recreational, and cultural building projects

Architectural services for entertainment, recreational and cultural building projects.

Include:

  • cinemas and theatres
  • museums
  • zoos
  • aquariums
  • health clubs
  • swimming pools
  • stadiums and arenas
  • community centres
  • monuments.

Exclude historical restoration projects.

a8. Educational building projects ( e.g., schools, colleges, universities)

Architectural services for educational buildings.

Include:

  • elementary, secondary and postsecondary projects
  • school and college instructional buildings
  • college dormitories and other buildings on college campuses
  • daycare centres.

Exclude historical restoration projects.

a9. Industrial building projects

Architectural services for industrial buildings.

Include:

  • mine buildings
  • manufacturing plants and similar processing and assembly buildings.

Exclude:

  • warehouses
  • historical restoration projects.

a10. Transportation and distribution facility projects

Architectural services for transportation and distribution facility projects, ( e.g., buildings involved in the movement of goods and people and the storage of goods).

Include:

  • bus stations
  • train stations
  • airport terminals
  • warehouses
  • distribution centres
  • truck terminals.

Exclude historical restoration projects.

a11. Other non-residential building projects ( e.g., churches, prisons)

Other specialized non-residential public building projects.

Include:

  • churches
  • prisons
  • religious building projects
  • military building projects.

Exclude historical restoration projects.

a12. Historical restoration projects

Architectural services that incorporate legal requirements to preserve or restore the historic character of a building.

a13. Architectural advisory services

The provision of advice, studies and reports on architectural matters, except when the advice relates to a specific project. Advice, studies and reports provided in conjunction with a project are classified based on the project type.

b. Landscape architectural services

Landscape architectural services are concerned with the design of built landscape.

Include:

  • landscape architectural services for a design-build project provided on a sub-contract basis
  • the provision of designs and construction documents
  • plans, studies and other advisory services related to specific projects
  • construction contract administration services.

Exclude:

  • non-landscape architectural products related to building projects, provided on a stand-alone basis ( e.g., construction management services, engineering design services and drafting services)
  • design-build contracts, in which you assume the construction risk as well as the design risk.

c. Urban planning services

Urban planning services develop plans for the use of land to achieve a community's objectives for a built and natural environment that is aesthetically pleasing, efficient and functional. Urban plans express public policies related to land use and development as outlined by municipalities or other levels of governments. They provide a framework within which the plans for actual projects can be developed.

Exclude the design of site master plans for actual construction projects.

d. Project site master planning services

Services that provide plans for a construction site with the proposed location of buildings, roads, parking lots and other features.

Exclude urban planning services.

e. Interior design services

Business activities related to the planning, designing and administering of projects in interior spaces to meet the physical and aesthetic needs of people, taking into consideration building codes, health and safety regulations, traffic patterns and floor planning, mechanical and electrical needs, and interior fittings and furniture.

Exclude retail or wholesale locations that also provide interior design or decorating as a service.

f. Engineering services

The application of physical laws and principles in the design, development, and utilization of machines, materials, instruments, structures, processes, and systems.

Include:

  • the provision of designs, plans, and studies related to engineering projects
  • engineering design services for a design-build project that are provided on a sub-contract basis.

g. Other sales of goods and services - specify

All other architectural and landscape architectural services not defined above.

What were this business's sales for each of the following goods and services?
  CAN$ '000
Architectural services  
Single-family residential projects  
Multi-family residential projects  
Office building projects  
Retail and restaurant projects  
Hotel and convention centre projects  
Health care projects  
Entertainment, recreational and cultural building projects  
Educational building projects  
Industrial building projects  
Transportation and distribution facility projects  
Other non-residential building projects  
Historical restoration projects  
Architectural advisory services  
Landscape architectural services  
Urban planning services  
Project site master planning services  
Interior design services  
Engineering services  
Other  
Total sales of goods and services  

Industry characteristics

2. What were this business's sales by the following types of revenue?

a. Fee income

Revenues collected by the company for professional service fees rendered.

Exclude:

  • reimbursable expenses
  • subcontract fees awarded to other companies.

b. Subcontracts

Please report the value of the subcontracts awarded by you to other firms/consultants.

c. Reimbursables

Include the cost of all contract-related materials used in a project that are billed to the client.

Exclude subcontract fees.

What were this business's sales by the following types of revenue?
  CAN$ '000
Fee income  
Subcontracts  
Architectural consulting  
Other consulting  
Reimbursables  
Other  
Total sales  

3. During this reporting period of YYYY-MM-DD to YYYY-MM-DD, how many non-salaried partners and proprietors did this business have?

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

During this reporting period of YYYY-MM-DD to YYYY-MM-DD, how many non-salaried partners and proprietors did this business have?
  Number
Number of partners and proprietors, non-salaried, during this reporting period  

Details on Purchased Services

1. For the reporting period YYYY-MM-DD to YYYY-MM-DD, this business reported expenses for the following items.

Please provide the requested details related to these expenses.

Please report all amounts in thousands of Canadian dollars.

This table contains no data. It is an example of an empty data table used by respondents to provide data to Statistics Canada.
  CAN$ '000
Professional and business fees  
Legal services  
Accounting, tax preparation, bookkeeping and payroll services  
Management, scientific and technical consulting services  
Office administrative services  
Freight transportation arrangements and customs brokering services  
Brokerage and other insurance related services  
Security brokerage and securities dealing services  
Other purchased professional services  
Total expenses for professional and business fees  
Office and computer related expenses  
Data processing, hosting, and related services  
Business support services  
Other office and computer related purchased services  
Total expenses for office and computer related expenses  
Royalties, franchise fees and memberships  
Rights to non-financial intangible assets  
Membership fees or services  
Other royalties, franchise fees and memberships  
Total expenses for royalties, franchise fees and memberships  
Rental and leasing  
Non-residential real estate rental  
Motor vehicle rental and leasing  
Computer equipment rental and leasing  
Office machinery and equipment rental and leasing services  
Commercial and industrial machinery and equipment renting and leasing services, without operator  
Other rental services  
Total expenses for rental and leasing  
Repair and maintenance  
Security services and investigation  
Waste management and remediation services  
Motor vehicle repair and maintenance services  
Other repair and maintenance services  
Total expenses for repair and maintenance  

Sales by type of client

1. What was this business's breakdown of sales by the following types of client?

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%.

a. to c. Clients in Canada

a. Individuals and households

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

b. Businesses

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

Include sales to Crown corporations.

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.

d. Clients outside Canada

Please report the percentage 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.

 
  Percentage
Clients in Canada — individuals and households  
Clients in Canada — businesses  
Clients in Canada — governments, not-for-profit organizations and public institutions  
Clients outside Canada  
Total percentage  

Sales by consumer location

1. What was the percentage breakdown of this business's sales by consumer location?

Consumer location is the location where the goods or services will ultimately be used.

If ultimate consumer location is not known, the following are acceptable substitutes:

  • shipping destination
  • client's billing address
  • location of this business's retail customers
  • location of this business's warehouse/distribution centres.
 
  Percentage
Newfoundland and Labrador  
Prince Edward Island  
Nova Scotia  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
United States  
All other countries  
Total percentage  

International transactions - revenue received from exports

1. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business receive revenue from clients outside Canada for the sale of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

  • Yes
  • No

2. What was the revenue received from clients outside Canada?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

Revenue received ( CAN$ '000 )

3. What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?
  Percentage
Goods  
Services  
Royalties, rights, licensing and franchise fees  
Total percentage  

4. What was the percentage breakdown of revenue received from clients outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

What was the percentage breakdown of revenue received from clients outside Canada by country?
  Percentage
United States  
Mexico  
Provide the percentage of revenue received from any other countries - top 4 clients only  
Other country 1  
Other country 2  
Other country 3  
Other country 4  
Total percentage  

International transactions - purchases from outside Canada (imports)

5. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make payments to suppliers outside Canada for the purchase of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

  • Yes
  • No

6. What were the payments made to suppliers outside Canada?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

Payments made ( CAN$ '000 )

7. What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?
  Percentage
Goods  
Services  
Royalties, rights, licensing and franchise fees  
Total percentage  

8. What was the percentage breakdown of payments made to suppliers outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing 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.

What was the percentage breakdown of payments made to suppliers outside Canada by country?
  Percentage
United States  
Mexico  
Provide the percentage of payments made to any other countries - top 4 suppliers only  
Other country 1  
Other country 2  
Other country 3  
Other country 4  
Total percentage  

Notification of intent to extract web data

1. Does this business have a website?

Notification of intent to extract web data

Statistics Canada engages in web-data extraction, also known as web scraping, which is a process by which information is gathered and copied from the Web using automated scripts or robots, for retrieval and analysis. As a result, we may visit the website for this business or organization to search for and compile additional information. The use of web scraping is part of a broader effort to reduce the response burden on businesses or organizations, as well as produce additional statistical indicators to ensure that our data remain accurate and relevant.

We will strive to ensure that the data collection does not interfere with the functionality of the website. Any data collected will be used by Statistics Canada for statistical and research purposes only, in accordance with the agency's privacy and confidentiality mandate. All information collected by Statistics Canada is strictly protected.

More information regarding Statistics Canada's web scraping initiative.

Learn more about Statistics Canada's transparency and accountability.

If you have any questions or concerns, please contact Statistics Canada Client Services, toll-free at 1-877-949-9492 (TTY: 1-800-363-7629) or by email at infostats@statcan.gc.ca- this link will open in a new window. Additional information about this survey can be found by selecting the following link: Information for survey participants (ISP).

Changes or events

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

Select all that apply.

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

Contact person

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

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

  • Yes
  • No

Who is the best person to contact about this questionnaire?

  • First name:
  • Last name:
  • Title:
  • Email address:
  • Telephone number (including area code):
  • Extension number (if applicable):
  • Fax number (including area code):

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

4. Do you have any comments about this questionnaire?

2024 Survey of Service Industries: Consulting Services

Why do we conduct this survey?

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

The statistical information from the IBSP serves many purposes, including:

  • calculating each province and territory's fair share of federal-provincial transfer payments for health, education and social programs
  • establishing government programs to assist businesses
  • assisting the business community in negotiating contracts and collective agreements
  • supporting the government in making informed decisions about fiscal, monetary and foreign exchange policies
  • indexing social benefit programs and determining tax brackets
  • enabling academics and economists to analyze the economic performance of Canadian industries and to better understand rapidly evolving business environments.

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

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

Other important information

Authorization to collect this information

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

Confidentiality

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

Record linkages

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

Data-sharing agreements

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

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

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

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

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

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

You may also contact us by email at infostats or by fax at 1-514-496-4879.

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

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

Business or organization and contact information

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

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

Legal Name

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

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

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

Operating Name

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

  • Legal name:
  • Operating name (if applicable):

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

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

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

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

  • Operational
  • Not currently operational
    Why is this business or organization not currently operational?
    • Seasonal operations
      • When did this business or organization close for the season?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
    • Ceased operations
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?
        • Bankruptcy
        • Liquidation
        • Dissolution
        • Other - Specify the other reasons for ceased operations
    • Sold operations
      • When was this business or organization sold?
        • Date
      • What is the legal name of the buyer?
    • Amalgamated with other businesses or organizations
      • When did this business or organization amalgamate?
        • Date
      • What is the legal name of the resulting or continuing business or organization?
      • What are the legal names of the other amalgamated businesses or organizations?
    • Temporarily inactive but will re-open
      • When did this business or organization become temporarily inactive?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
      • Why is this business or organization temporarily inactive?
    • No longer operating due to other reasons
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?

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

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

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

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

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

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

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

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

Description and examples

  • This is the current main activity
  • This is not the current main activity
    Provide a brief but precise description of this business or organization's main activity:
    • e.g., breakfast cereal manufacturing, shoe store, software development

Main activity

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

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

  • Yes
    When did the main activity change?
    • Date:
  • No

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

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

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

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

Main activity

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

  • Yes, there are other activities
    Provide a brief but precise description of this business or organization's secondary activity:
    • e.g., breakfast cereal manufacturing, shoe store, software development
  • No, that is the only significant activity

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

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

Approximately what percentage of this business or organization's revenue is generated by each of the following activities?
  Percentage of revenue
Main activity  
Secondary activity  
All other activities  
Total percentage  

Reporting period information

1. What are the start and end dates of this business's or organization's most recently completed fiscal year?

For this survey, the end date should fall between April 1, 2024 and March 31, 2025.

Here are twelve common fiscal periods that fall within the targeted dates:

  • May 1, 2023 to April 30, 2024
  • June 1, 2023 to May 31, 2024
  • July 1, 2023 to June 30, 2024
  • August 1, 2023 to July 31, 2024
  • September 1, 2023 to August 31, 2024
  • October 1, 2023 to September 30, 2024
  • November 1, 2023 to October 31, 2024
  • December 1, 2023 to November 30, 2024
  • January 1, 2024 to December 31, 2024
  • February 1, 2024 to January 31, 2025
  • March 1, 2024 to February 28, 2025
  • April 1, 2024 to March 31, 2025.

Here are other examples of fiscal periods that fall within the required dates:

  • September 18, 2023 to September 15, 2024 (e.g., floating year-end)
  • June 1, 2024 to December 31, 2024 (e.g., a newly opened business).
  • Fiscal year start date:
  • Fiscal year-end date:

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

  • Seasonal operations
  • New business
  • Change of ownership
  • Temporarily inactive
  • Change of fiscal year
  • Ceased operations
  • Other
    Specify reason the reporting period does not cover a full year:

Additional reporting instructions

1. Throughout this questionnaire, please report financial information in thousands of Canadian dollars.

For example, an amount of $763,880.25 should be reported as:

CAN$ '000: $764,000

I will report in the format above

Revenue

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business.

Report dollar amounts in thousands of Canadian dollars.

Revenue

a. Sales of goods and services (e.g., fees, commissions, 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.

b. Rental and leasing

Include rental or leasing of apartments, commercial buildings, land, office space, residential housing, investments in co-tenancies and co-ownerships, hotel or motel rooms, long and short term vehicle leasing, machinery or equipment, storage lockers, etc.

c. Commissions

Include commissions earned on the sale of products or services by businesses such as advertising agencies, brokers, insurance agents, lottery ticket sales, sales representatives and travel agencies - compensation could also be reported under this item (for example, compensation for collecting sales tax).

d. Subsidies (including grants, donations, fundraising and sponsorships)

Include:

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

e. Royalties, rights, licensing and franchise fees

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

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

f. Dividends

Include:

  • dividend income
  • dividends from Canadian sources
  • dividends from foreign sources
  • patronage dividends.

Exclude equity income from investments in subsidiaries or affiliates.

g. Interest

Include:

  • investment revenue
  • interest from foreign sources
  • interest from Canadian bonds and debentures
  • interest from Canadian mortgage loans
  • interest from other Canadian sources.

Exclude equity income from investments in subsidiaries or affiliates.

h. All other revenue (Include intracompany transfers)

Include amounts not included in questions a. to g.

Total revenue

The sum of sub-questions a. to h.

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?
  CAN$ '000
a. Sales of goods and services
Include sales, commissions, rental and leasing revenue if they are this business's primary revenue source.
 
b. Rental and leasing
Report only if this is a secondary revenue source. If rental and leasing are your primary revenue source, report at question a.
 
c. Commissions
Report only if this is a secondary revenue source. If commissions are your primary revenue source, report at question a.
 
d. Subsidies
Include grants, donations, fundraising and sponsorships.
 
e. Royalties, rights, licensing and franchise fees  
f. Dividends  
g. Interest  
h. Other
Include intracompany transfers.
Specify all other revenue:
 
Total revenue  

Expenses

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?

Notes:

  • a detailed breakdown may be requested in other sections
  • these questions are asked of many different industries. Some questions may not apply to this business.

Report dollar amounts in thousands of Canadian dollars.

Expenses

a. Cost of goods sold

Many business units distinguish their costs of materials from their other business expenses (selling, general and administrative). This item is included to allow you to easily record your costs/expenses according to your normal accounting practices.

Include:

  • cost of raw materials and/or goods purchased for resale - net of discounts earned on purchases
  • freight in and duty.

Exclude all costs associated with salaries, wages, benefits, commissions and subcontracts (report at Employment costs and expenses, and Subcontracts).

b. Employment costs and expenses

b1. Salaries, wages and commissions

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 (report at Subcontracts).

b2. Employee benefits

Include contributions to:

  • health plans
  • insurance plans
  • employment insurance
  • pension plans
  • workers' compensation
  • association dues
  • 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.

c. Subcontracts

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
  • custom work and contract work
  • subcontract and outside labour
  • hired labour.

d. Research and development fees

Expenses from activities conducted with the intention of making a discovery that could either lead to the development of new products or procedures, or to the improvement of existing products or procedures.

e. Professional and business fees

Include:

  • legal services
  • accounting and auditing fees
  • consulting fees
  • education and training fees
  • appraisal fees
  • management and administration fees
  • property management fees
  • information technology (IT) consulting and service fees (purchased)
  • architectural fees
  • engineering fees
  • scientific and technical service fees
  • other consulting fees (management, technical and scientific)
  • veterinary fees
  • fees for human health services
  • payroll preparation fees
  • all other professional and business service fees.

Exclude service fees paid to Head Office (report at All other costs and expenses).

f. Utilities

Utility expenses related to operating your business unit such as water, electricity, gas, heating and hydro.

Include:

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

Exclude:

  • energy expenses covered in your rental and leasing contracts
  • telephone, Internet and other telecommunications
  • vehicle fuel (report at All other costs and expenses).

g. Office and computer related expenses

Include:

  • office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines
  • postage and courier (used in the day to day office business activity)
  • computer and peripherals upgrade expenses
  • data processing.

Exclude telephone, Internet and other telecommunication expenses (report at Telephone, Internet and other telecommunication).

h. Telephone, Internet and other telecommunication

Include:

  • internet
  • telephone and telecommunications
  • cellular telephone
  • fax machine
  • pager.

i. Business taxes, licenses and permits

Include:

  • property taxes paid directly and property transfer taxes
  • vehicle license fees
  • beverage taxes and business taxes
  • trade license fees
  • membership fees and professional license fees
  • provincial capital tax.

j. Royalties, franchise fees and memberships

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.

Exclude Crown royalties

k. Crown charges

Federal or Provincial royalty, tax, lease or rental payments made in relation to the acquisition, development or ownership of Canadian resource properties.

Include:

  • Crown royalties
  • Crown leases and rentals
  • oil sand leases
  • stumpage fees.

l. Rental and leasing

Include:

  • lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses
  • motor vehicle rental and leasing expenses
  • studio lighting and scaffolding
  • machinery and equipment rental expenses
  • storage expenses
  • road and construction equipment rental
  • fuel and other utility costs covered in your rental and leasing contracts.

m. Repair and maintenance

Include:

  • buildings and structures
  • machinery and equipment
  • security equipment
  • vehicles
  • costs related to materials, parts and external labour associated with these expenses
  • janitorial and cleaning services and garbage removal.

n. Amortization and depreciation

Include:

  • direct cost depreciation of tangible assets and amortization of leasehold improvements
  • amortization of intangible assets (e.g., amortization of goodwill, patents, franchises, copyrights, trademarks, deferred charges, organizational costs).

o. Insurance

Insurance recovery income should be deducted from insurance expenses.

Include:

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

p. Advertising, marketing, promotion, meals and entertainment

Include:

  • newspaper advertising and media expenses
  • catalogues, presentations and displays
  • tickets for theatre, concerts and sporting events for business promotion
  • fundraising expenses
  • meals, entertainment and hospitality purchases for clients.

q. Travel, meetings and conventions

Include:

  • travel expenses
  • meeting and convention expenses, seminars
  • passenger transportation (e.g., airfare, bus, train)
  • accommodations
  • travel allowance and meals while travelling
  • other travel expenses.

r. Financial services

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 (report at Interest expense).

s. Interest expense

Report the cost of servicing your company's debt.

Include:

  • interest
  • bank charges
  • finance charges
  • interest payments on capital leases
  • amortization of bond discounts
  • interest on short-term and long-term debt, mortgages, bonds and debentures.

t. Other non-production-related costs and expenses

Include:

  • charitable donations and political contributions
  • bad debt expense
  • loan losses
  • provisions for loan losses (minus bad debt recoveries)
  • inventory adjustments.

u. All other costs and expenses (including intracompany expenses)

Include:

  • production costs
  • pipeline operations, drilling, site restoration
  • gross overriding royalty
  • other producing property rentals
  • well operating, fuel and equipment
  • other lease rentals
  • other direct costs
  • equipment hire and operation
  • log yard expense, forestry costs, logging road costs
  • freight in and duty
  • overhead expenses allocated to cost of sales
  • other expenses
  • cash over/short (negative expense)
  • reimbursement of parent company expense
  • warranty expense
  • recruiting expenses
  • general and administrative expenses
  • interdivisional expenses
  • interfund transfer (minus expense recoveries)
  • exploration and development (including prospect/geological, well abandonment and dry holes, exploration expenses, development expenses)
  • amounts not included in sub-questions a. to t. above.

Total expenses

The sum of sub-questions a. to u.

For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?
  CAN$ '000
a. Cost of goods sold  
a1. Opening inventories  
a2. Purchases
Include raw materials, goods purchased for resale and non-returnable containers.
Exclude change in inventories.
 
a3. Closing inventories  
a4. Cost of goods sold
Opening inventories plus purchases minus closing inventories.
 
b. Employment costs and expenses
Include all employees who were issued a T4.
Exclude commissions to be paid to non-employees, report at sub-question c.
 
b1. Salaries, wages and commissions  
b2. Employee benefits  
c. Subcontracts
Include commissions to non-employees.
Exclude research and development.
 
d. Research and development fees.
Exclude in-house research and development.
 
e. Professional and business fees
e.g., legal, accounting, consulting, scientific and property management fees
 
f. Utilities
e.g., electricity, water, gas
 
g. Office and computer related expenses
e.g., office supplies, postage, computer upgrades
 
h. Telephone, Internet and other telecommunication  
i. Business taxes, licenses and permits
e.g., beverage tax, business tax, license fees, property taxes
 
j. Royalties, franchise fees and memberships
Exclude Crown royalties.
 
k. Crown charges
(for logging, mining and energy industries only)
 
l. Rental and leasing
Include land buildings, equipment, vehicles.
 
m. Repair and maintenance
Include buildings, equipment, vehicles.
 
n. Amortization and depreciation  
o. Insurance  
p. Advertising, marketing, promotion, meals and entertainment  
q. Travel, meetings and conventions  
r. Financial services
e.g., bank charges, transaction fees
 
s. Interest expense  
t. Other non-production-related costs and expenses
Include bad debts, loan losses, donations, political contributions and inventory write-down.
 
u. All other costs and expenses
Include intracompany expenses.
Specify all other costs and expenses:
 
Total expenses  

Industry characteristics

1. What were this business's sales for each of the following goods and services?

Please report all amounts in thousands of Canadian dollars.

a. Management consulting services

a1. Strategic management consulting services

Providing advice and guidance concerning the overall strategic direction, planning, structuring and control of an organization.

Include consulting on:

  • business strategy and planning
  • corporate development and restructuring
  • crisis management
  • the development of an organization's overall direction and objectives
  • the determination of the organization's strategy to achieve the selected direction and objectives
  • the selection of a method for carrying out the strategy, including selection among such methods as a merger or acquisition, joint venture, outsourcing, or other alliance, divestiture, new business venture or use of new technology
  • designing or redesigning the organizational structure.

a2. Financial management consulting services

Providing advice and guidance concerning financial strategies, planning and control.

Include:

  • advice and guidance on projects related to working capital and liquidity management
  • the determination of an appropriate capital structure
  • capital investment proposals, asset management
  • accounting policy and procedures
  • budgeting and budgetary controls
  • financial consulting services related to mergers, acquisitions and divestitures such as advice on methods of valuations, methods of payment and methods of control
  • international finance.

a3. Marketing management consulting services

Providing advice and guidance on projects related to marketing strategy, market development and sales management and development.

Include:

  • identifying external opportunities and challenges that can be addressed by marketing
  • analysing internal strengths and weaknesses
  • determining which goods and services to offer
  • target markets
  • competitive position
  • features of goods and services including customer service programs
  • pricing
  • advertising, and distribution channels (including franchising)
  • marketing expenditure level
  • sales management and development.

a4. Employee compensation and benefits consulting services

Providing advice and guidance related to compensation and benefits systems.

Include:

  • base salary or hourly wages
  • fringe benefits and incentive compensation
  • non-cash compensation
  • employee services and benefits such as pension and retirement and savings plans, welfare and health plans
  • early retirement proposals

Scope of services may consist of:

  • job evaluation and job rating systems
  • performance appraisals
  • executive compensation
  • incentive and bonus plans
  • job and positions analysis and evaluations
  • comparative wage-and-salary surveys
  • pay for performance programs, profit sharing plans, executive compensation and termination packages.

a5. Other human resources management consulting services

Providing advice and guidance concerning the development or modification of human resource strategies, policies, practices and procedures except concerning compensation and benefits.

Include:

  • consulting on recruitment
  • organizational development (improving functions within and between groups)
  • employee training and development needs
  • outplacement procedures and plans for assistance to employees
  • succession planning
  • compliance with government regulations in areas such as health, safety, workers' compensation and employment equity
  • labour-management relations
  • employee assistance programs
  • human resources audits.

a6. Operations and supply chain management consulting services

Operations management is concerned with the management of physical, financial and human resources with the objective of producing goods and services. Supply chain management is a bundled service.

Include:

  • inventory management services
  • warehousing and storage services and distribution services.

May include advice and guidance concerning:

  • productivity improvement
  • cost reduction
  • quality improvements in goods and services
  • registration for quality management systems
  • improvements to logistical operations such as production planning and control
  • the management of supply sources, inventories, distribution networks and transportation.

a7. Other management consulting services - specify

All other advisory services not elsewhere classified that are provided by management consulting firms.

Include:

  • economic and social research services
  • arbitration and conciliation services (except by lawyer, attorney or paralegal offices)
  • other related products such as:

Actuarial consulting services, except for employee pensions and other benefits

Providing advice and guidance on actuarial matters such as life insurance and annuities, property and casualty insurance, public pension, health and other social insurance plans, income loss and marriage breakdown.

Expert witness services

Providing testimony before a court or administrative body, by a witness who, by virtue of experience, training, skill or knowledge, is recognized as being qualified to render an informed opinion on matters relating to a field or subject.

Training services, management

Providing management-related training and education services, in fields such as strategic management, financial management, marketing management, human resources management, operations and logistics management on a stand-alone basis.

Project management

Planning, supervising and co-ordinating the activities involved in carrying out a project, with regard to time, cost, project team membership, performance requirements and other constraints. This product refers only to those situations in which project management is offered as a stand-alone service.

b. Environmental consulting services

b1. Environmental assessments

Objective studies undertaken for any one or more of the following purposes:

  • Identify whether or not environmental contamination exists at a particular site, and if so, determine the source, nature and extent of the contamination;
  • Assess the risk to public health and safety from environmental contamination associated with a project that is proposed or in place;
  • Evaluate the impact on the ecology, society or economy of environmental contamination resulting from human or natural activity.

b2. Environmental audits

An independent assessment of the current status of a party's compliance with applicable environmental requirements or of a party's environmental compliance policies, practices and controls.

b3. Site remediation planning services

Preparation of a plan for the abatement of environmental contamination, usually at a specific site, and incorporating such technical or other criteria as may be prescribed by law or regulation.

b4. Natural resources management consulting services

The provision of objective information, advice and guidance concerning the best practices for the ecologically sustainable development and use of:

  • lands and forests
  • bodies of water
  • oil, gas, and mineral deposits
  • wildlife populations
  • other natural resources.

b5. Waste management consulting services

The provision of objective information, advice and guidance concerning the best practices for the minimization, transport, handling, disposal and/or recycling of waste.

b6. Environmental policy development consulting services

Advising public or private institutions on the design, development and implementation of environmental statutes, regulations, standards or practices. Consulting services of this type may extend to the drafting of such statutes, regulations, standards or practices on behalf of the client.

b7. Other environmental consulting services - specify

All other advisory services not elsewhere classified that are provided by environmental consultants.

c. Other scientific and technical consulting services

c1. Economic consulting services

Providing advice related to the description and analysis of the production, distribution and consumption of goods and services.

Include:

  • consulting services related to macroeconomic modeling
  • economic forecasting
  • economic issues arising from competition, regulations, public policy and finance
  • expert witness services
  • consulting in agricultural economics.

c2. Geological and geophysical consulting services

Providing advice concerning the geology of mineral, oil and natural gas resource exploration and development.

Include:

  • geophysical methods
  • expert witness services
  • resource and reserve estimates, audits and reviews
  • independent valuations of mineral, oil and natural gas properties
  • preparation of independent reports for stock exchange listings
  • feasibility studies of mineral, oil and natural gas properties
  • mineral, oil and natural gas property and project evaluation services
  • geophysical survey design, including selection of methods
  • appraisal of geological, geophysical or geochemical anomalies.

c3. Soil management, crop and animal production consulting services

Providing advice in relation to the scientific management of agricultural land as well as crop or animal production.

Include expert witness services and consulting services related to:

  • tree farming
  • crop fertilization
  • animal breeding
  • soil conservation.

c4. Occupational health and safety consulting services

Providing advice concerning health and related safety standards in commercial, industrial and government workplaces and facilities.

Include:

  • industrial hygiene
  • workplace health risk assessments
  • ergonomics
  • confined space entry
  • health hazard testing and evaluations
  • safety standard requirements
  • expert witness services.

c5. Other scientific and technical consulting services - specify

Providing advice on scientific and technical matters not elsewhere classified.

Include:

  • pharmaceutical
  • chemistry
  • atomic energy
  • expert witness services.

Also include heritage consulting services

Providing advice concerning the identification, investigation, preservation and interpretation of historical or heritage resources. Includes advice related to the use of historical and archaeological research.

  • built heritage assessments
  • archaeological site impact or mitigation
  • advice on local, national or international regulations and standards for heritage sites or properties
  • advice on obtaining government grants concerning heritage sites
  • traditional uses of land, water and natural resources by aboriginal peoples
  • expert witness services.
What were this business's sales for each of the following goods and services?
  CAN$ '000
a. Management consulting services  
a1. Strategic management consulting services  
a2. Financial management consulting services  
a3. Marketing management consulting services  
a4. Employee compensation and benefits consulting services  
a5. Other human resources management consulting services  
a6. Operations and supply chain management consulting services  
a7. Other
Specify all other management consulting services:
 
b. Environmental consulting services  
b1. Environmental assessments  
b2. Environmental audits  
b3. Site remediation planning services  
b4. Natural resources management consulting services  
b5. Waste management consulting services  
b6. Environmental policy development consulting services  
b7. Other
Specify all other environmental consulting services:
 
c. Other scientific and technical consulting services  
c1. Economic consulting services  
c2. Geological and geophysical consulting services  
c3. Soil management, crop and animal production consulting services  
c4. Occupational health and safety consulting services  
c5. Other
Specify all other scientific and technical consulting services:
 
d. Other sales of goods and services  
d1. Other
Specify all other sales of goods and services:
 
Total sales of goods and services  

2. During this reporting period of YYYY-MM-DD to YYYY-MM-DD, how many non-salaried partners and proprietors did this business have?

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

Number:

Details on Purchased Services

1. For the reporting period YYYY-MM-DD to YYYY-MM-DD, this business reported expenses for the following items.

Please provide the requested details related to these expenses.

Please report all amounts in thousands of Canadian dollars.

This table contains no data. It is an example of an empty data table used by respondents to provide data to Statistics Canada.

1. For the reporting period YYYY-MM-DD to YYYY-MM-DD, this business reported expenses for the following items.
  CAN$ '000
Professional and business fees  
Legal services  
Accounting, tax preparation, bookkeeping and payroll services  
Management, scientific and technical consulting services  
Office administrative services  
Freight transportation arrangements and customs brokering services  
Brokerage and other insurance related services  
Security brokerage and securities dealing services  
Other purchased professional services  
Total expenses for professional and business fees  
Office and computer related expenses  
Data processing, hosting, and related services  
Business support services  
Other office and computer related purchased services  
Total expenses for office and computer related expenses  
Royalties, franchise fees and memberships  
Rights to non-financial intangible assets  
Membership fees or services  
Other royalties, franchise fees and memberships  
Total expenses for royalties, franchise fees and memberships  
Rental and leasing  
Non-residential real estate rental  
Motor vehicle rental and leasing  
Computer equipment rental and leasing  
Office machinery and equipment rental and leasing services  
Commercial and industrial machinery and equipment renting and leasing services, without operator  
Other rental services  
Total expenses for rental and leasing  
Repair and maintenance  
Security services and investigation  
Waste management and remediation services  
Motor vehicle repair and maintenance services  
Other repair and maintenance services  
Total expenses for repair and maintenance  

Sales by type of client

1. What was this business's breakdown of sales by the following types of client?

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%.

a. to c. Clients in Canada

a. Individuals and households

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

b. Businesses

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

Include sales to Crown corporations.

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.

d. Clients outside Canada (carriage return to separate 2 words) Please report the percentage 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.

What was this business's breakdown of sales by the following types of client?
  Percentage
a. Clients in Canada - individuals and households  
b. Clients in Canada - businesses  
c. Clients in Canada - governments, not-for-profit organizations and public institutions
e.g., hospitals and schools
 
d. Clients outside Canada  
Total percentage  

Sales by consumer location

1. What was the percentage breakdown of this business's sales by consumer location?

Consumer location is the location where the goods or services will ultimately be used.

If ultimate consumer location is not known, the following are acceptable substitutes:

  • shipping destination
  • client's billing address
  • location of this business's retail customers
  • location of this business's warehouses/distribution centres.
What was the percentage breakdown of this business's sales by consumer location?
  Percentage
a. Newfoundland and Labrador  
b. Prince Edward Island  
c. Nova Scotia  
d. New Brunswick  
e. Quebec  
f. Ontario  
g. Manitoba  
h. Saskatchewan  
i. Alberta  
j. British Columbia  
k. Yukon  
l. Northwest Territories  
m. Nunavut  
n. United States  
o. All other countries  
Total percentage  

International transactions - revenue received from exports

1. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business receive revenue from clients outside Canada for the sale of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

  • Yes
  • No

2. What was the revenue received from clients outside Canada?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

Revenue received (CAN$ '000):

3. What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties? International transactions
  Percentage
a. Goods  
b. Services  
c. Royalties, rights, licensing and franchise fees  
Total percentage  

4. What was the percentage breakdown of revenue received from clients outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of revenue received from clients outside Canada by country?
  Percentage
a. United States  
b. Mexico  
c. Provide the percentage of revenue received from any other countries - top 4 clients only  
c1. Other country 1
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 1:
 
c2. Other country 2
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 2:
 
c3. Other country 3
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 3:
 
c4. Other country 4
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 4:
 
Total percentage  

International transactions - purchases from outside Canada (imports)

5. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make payments to suppliers outside Canada for the purchase of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

  • Yes
  • No

6. What were the payments made to suppliers outside Canada?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

Payments made (CAN$ '000):

7. What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?
  Percentage
a. Goods  
b. Services  
c. Royalties, rights, licensing and franchise fees  
Total percentage  

8. What was the percentage breakdown of payments made to suppliers outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licenses 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.

What was the percentage breakdown of payments made to suppliers outside Canada by country?
  Percentage
a. United States  
b. Mexico  
c. Provide the percentage of payments made to any other countries - top 4 suppliers only  
c1. Other country 1
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 1:
 
c2. Other country 2
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 2:
 
c3. Other country 3
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 3:
 
c4. Other country 4
Begin entering the name of the other country by typing the first few letters to narrow down
the choices or enter your own answer
Specify other country 4:
 
Total percentage  

Notification of intent to extract web data

1. Does this business have a website?

Notification of intent to extract web data

Statistics Canada engages in web-data extraction, also known as web scraping, which is a process by which information is gathered and copied from the Web using automated scripts or robots, for retrieval and analysis. As a result, we may visit the website for this business to search for and compile additional information. The use of web scraping is part of a broader effort to reduce the response burden on businesses, as well as produce additional statistical indicators to ensure that our data remain accurate and relevant.

We will strive to ensure that the data collection does not interfere with the functionality of the website. Any data collected will be used by Statistics Canada for statistical and research purposes only, in accordance with the agency’s privacy and confidentiality mandate.

More information regarding Statistics Canada's web scraping initiative.

Learn more about Statistics Canada's transparency and accountability.

If you have any questions or concerns, please contact Statistics Canada Client Services, toll-free at 1-877-949-9492 [Teletypewriter or Telecommunication device for the deaf/teletype machine (TTY): 1-800-363-7629] or by email at infostats@statcan.gc.ca. Additional information about this survey can be found at the following link: 2024 Survey of Service Industries: Consulting 

Changes or events

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

Select all that apply.

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

Contact person

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

Is [Provided Given Names], [Provided Family Name] the best person to contact?

  • Yes
  • No

Who is the best person to contact about this questionnaire?

  • First name:
  • Last name:
  • Title:
  • Email address:
  • Telephone number (including area code):
  • Extension number (if applicable):
  • Fax number (including area code):

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

4. Do you have any comments about this questionnaire?