Archived - 2020 Biannual Potato Area and Yield Survey - June

Why do we conduct this survey?

The purpose of this survey is to collect information for producing national and provincial level estimates of potato production and value. These estimates will be used to assess the economic health of the industry. Agricultural producers and industry analysts will work with this information to make production and marketing decisions, and government analysts will use it to develop agricultural policies in Canada.

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 statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province.

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.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.ca or by fax at 613-951-6583.
For this survey, there is a Section 12 agreement with the Prince Edward Island Statistical agency.

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):
    The maximum number of characters is 10.
  • Fax number (including area code):

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

  • Operational
  • Not currently operational
    Why is this business or organization not currently operational?
    • Seasonal operations
      • 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.

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

Potatoes sold in the 2019 crop year

1. Did you sell any potatoes in the 2019 crop year?

  • Yes
  • No

Quantity sold and total value received for the 2019 crop year

2. For the 2019 crop year, what was the quantity of potatoes sold and the total value received?

Include all grades of potatoes sold.

Exclude any potatoes purchased for re-sale.

Report the amount received after any deductions or bonuses were made.

The following are for the quantity of potatoes sold and the total value received for the 2019 crop year.

Exclude any potatoes purchased for re-sale.

Report the total value received after any deductions or bonuses.

Report total value received taking into account all grades.

CAPTION
  Quantity of potatoes sold Unit of measure Total value received CAN$
a. Tablestock potatoes      
b. Seed potatoes      
c. Processing potatoes      
Unit of measure
  • Metric tonnes
  • Hundredweight (cwt)
  • Imperial tons
  • Barrels (165 pounds)
  • Pounds
  • 10 pound bag
  • 25 pound bag
  • 50 pound bag
  • 75 pound bag
  • Kilograms

Potatoes grown for sale this year

3. Are you growing any potatoes for sale this year?

Please report all planting intentions, if you have not completed your planting activities when completing this survey.

  • Yes
  • No

Area planted

4. What is the total area of potatoes planted in the 2020 crop year?

Please report for the entire operation. Report the area of potatoes planted on land owned or rented by all partners in the operation.

Please report all planting intentions, if you have not completed your planting activities when completing this survey.

Total area:

Unit of measure:

  • Acres
  • Hectares

Agricultural production

5. Which of the following agricultural products are currently being produced on this operation?

Select all that apply.

  • Field crops
  • Hay
  • Summerfallow
  • Potatoes
  • Fruit, berries and nuts
  • Vegetables
  • Sod
  • Nursery products
  • Greenhouse products
  • Cattle and calves
    Include beef or dairy.
  • Pigs
  • Sheep and lambs
  • Mink
  • Fox
  • Hens and chickens
  • Turkeys
  • Maple taps
  • Honey bees
  • Mushrooms
  • Other
    Specify agricultural products:
  • Not producing agricultural products

Area in crops

6. What area of this operation is used for the following crops?

Report the areas only once, even if used for more than one crop type.

Exclude land used by others.

CAPTION
  Area Unit of measure
a. Field crops    
b. Hay    
c. Summerfallow    
d. Potatoes    
e. Fruit, berries and nuts    
f. Vegetables    
g. Sod    
h. Nursery products    
Unit of measure
  • acres
  • hectares
  • arpents

Greenhouse area

7. What is the total area under glass, plastic or other protection used for growing plants?

Total area:

Unit of measure:

  • square feet
  • square metres

Livestock (excluding birds)

8. How many of the following animals are on this operation?

Report all animals on this operation, regardless of ownership, including those that are boarded, custom-fed or fed under contract.

Include all animals kept by this operation, regardless of ownership, that are pastured on a community pasture, grazing co-op or public land.

Exclude animals owned but kept on a farm, ranch or feedlot operated by someone else.

CAPTION
  Number
a. Cattle and calves  
b. Pigs  
c. Sheep and lambs  
d. Mink  
e. Fox  

Birds

9. How many of the following birds are on this operation?

Report all poultry on this operation, regardless of ownership, including those grown under contract.

Include poultry for sale and poultry for personal use.

Exclude poultry owned but kept on an operation operated by someone else.

CAPTION
  Number
a. Hens and chickens  
b. Turkeys  

Maple taps

10. What was the total number of taps made on maple trees last spring?

Total number of taps:

Honey bees

11. How many live colonies of honey bees (used for honey production or pollination) are owned by this operation?

Include bees owned, regardless of location.

Number of colonies:

Mushrooms

12. What is the total mushroom growing area (standing footage) on this operation?

Include mushrooms grown using beds, trays, tunnels or logs.

Total area:

Unit of measure:

  • square feet
  • square metres

Changes or events

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

Select all that apply.

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

Contact person

1. Statistics Canada may need to contact the person who completed this questionnaire for further information. Is [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):
    The maximum number of characters is 5.
  • Fax number (including area code):

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

2. Do you have any comments about this questionnaire?

AgZero: Using alternative data and advanced technologies to reduce response burden on farmers

Like other data users, farmers want timely, accurate and detailed data, while completing the least number of traditional surveys. That is why in April 2019, Statistics Canada set a goal to move beyond a survey-first approach by replacing survey data with data from administrative sources.

This project, dubbed AgZero, is using alternative data sources and advanced technologies, such as Earth Observation data and machine learning, to reduce the response burden on farmers to as close to zero as possible by 2026. Through this process, Statistics Canada will continue to provide the same high-quality information, while applying the same rigorous privacy and confidentiality standards that Canadians expect and deserve.

By 2026, farmers will spend less time answering survey questions.

Early milestones include:

  • In July 2019 and March 2020, Statistics Canada produced estimates on the number of temporary foreign workers in the agriculture sector in Canada using administrative data. The estimates were produced with zero direct contact with farmers, saving them valuable time.
  • The agency implemented a new crop yield model for the July 2019 Field Crop Survey in Manitoba using satellite imagery and administrative data. This resulted in fewer survey questions for respondents in that province. The goal is to expand this model to as many provinces as possible by 2022, depending on the availability of administrative data.
  • In April 2020, Statistics Canada used administrative data to produce annual estimates of the total number of employees in the agriculture sector without having to ask farmers to complete questionnaires.

A history of trusted agriculture statistics

Since the time of the first census in 1921, Canada's national statistical office has collected, analyzed and reported on agriculture in Canada so that – together – we can better understand ourselves and our country. As the agency continues to modernize and chart new methods of collecting data, we are committed to protecting the rightful privacy of Canadians' information. It is our duty by law.

How AgZero keeps your information safe and private

Our AgZero project follows the same rigorous privacy and confidentiality standards as all other statistical programs at Statistics Canada. All collected information is anonymized: this means that data that is made public can never be connected to you, your household or business.

The project also applies innovative methods to preserve security, privacy and confidentiality, including the agency's Necessity and Proportionality Framework. It helps ensure that the agency's need for data is well-defined, and that we work to balance the volume and sources of data with the need to reduce the response burden on Canadians—all while maintaining the protection of their privacy. For more, check out Statistics Canada's Trust Centre.

Learn more about AgZero

As part of our commitment to engagement and transparency, Statistics Canada's Agriculture Statistics Program provides regular updates on the AgZero initiative to key stakeholders. These include Agriculture and Agri-Food Canada, provincial and territorial ministries of agriculture, and key industry groups.

Stay up-to-date on the latest news by following Statistics Canada's social media channels, or by registering for My StatCan agriculture updates.

Do you have any questions about our AgZero project? If so, contact: AgZero.

The road to AgZero

Modernization projects

Statistics Canada fosters a culture of innovation—it is at the heart of everything we do. Our modernization initiative is based on five key pillars, which were developed in collaboration with our stakeholders in a series of consultations to better understand their information needs. These consultations, coupled with the lessons learned from our four pathfinder projects, are helping transform Canada's national statistical agency into one that is even more modern and responsive to our data-driven world.

Today, we know that traditional statistics-gathering methods are no longer sufficient to accurately measure Canada's economic and societal changes. That is why Statistics Canada's focus has shifted toward leveraging administrative data, using advanced technologies and developing new, cost-effective methods to link and integrate data from a variety of sources.

As we experiment with new methods, we will continue to apply the same rigorous privacy and confidentiality standards to protect Canadians' information. It is our responsibility by law.

Our modernization projects

Learn about some of our latest initiatives that are driving our modernization forward.

Archived - Audit of Acquisition of Data from Alternative Sources

Audit Report

November 2019
Project Number: 80590-112

Executive summary

Statistics Canada works with all levels of government and private sector organizations in the collection and compilation of statistical information. Although the agency has been acquiring data from alternative sources for decades, Statistics Canada data collection has traditionally been rooted in the administration of surveys. The agency has acknowledged that the traditional method of collecting data presents a series of unique challenges for meeting new and ongoing data needs and reducing response burden.

As part of the agency's modernization initiative that was launched in 2017, the agency is moving towards an "administrative data first agenda." This agenda seeks to use the acquisition of data from alternative sources as the primary method to collect statistical information in order to improve the balance between data quality, response burden and costs.

For the purpose of this audit, "data from alternative sources" are defined as all data other than survey data, which includes, but is not limited to administrative data (data obtained under the Statistics ActFootnote 1) as well as data available to the public.

Why is this important?

As the national statistical office, Statistics Canada must ensure it delivers relevant statistical information in an efficient and transparent manner. In today's environment, Statistics Canada like many other public sector organizations is faced with continuous change and has had to innovate and discover new ways to acquire data in order to continue to serve Canadians and fulfill its mandate.

Against this backdrop, the agency has implemented an administrative data first agenda that is aligned with its modernization initiative. Within this administrative data first paradigm, the agency seeks to respond to statistical demands and ensure that data from alternative sources are acquired in a strategic, timely and transparent manner. The audit determined the extent to which the agency has implemented effective processes and controls to support these objectives, while ensuring the stewardship of agency interests.

Key audit findings

The Data Acquisition Committee provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions. Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities.

Although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms, no full risk assessment has been completed for the acquisition of data from alternative sources. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen oversight on risk management activities.

The Statistics Canada Data Strategy was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The Statistics Canada Data Strategy identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data but these objectives have not yet been aligned to specific performance indicators.

Roles and responsibilities for acquiring data from alternative sources are clearly outlined and defined within Statistics Canada's policy instruments. However, the policy instruments need to be updated to reflect some recent changes to legislative requirements under section 8(2) and 8(3) of the Statistics Act and the updated role of the Data Stewardship Division (DSD) and statistical program areas in the acquisition process.

Two training courses have been offered to assist agency employees in carrying out their responsibilities for acquiring data from alternative sources. Both courses could benefit from providing guidance on the implications of the new legislative requirements under the Statistics Act and further explaining how program managers can leverage DSD and the Office of Privacy Management and Information Coordination (OPMIC) during the acquisition process.

Data acquisition agreements are used to acquire administrative data. Publicly available data do not need to be obtained under the Statistics Act and, generally speaking, are not subject to the same requirements as administrative data.

Legal oversight is provided by the OPMIC during the data acquisition process. When a data acquisition agreement is drafted, OPMIC is contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures.

When the agency incurs a financial fee for acquiring data from alternative sources, a cost proposal is submitted to the agency by the provider that identifies the total cost along with supporting financial information. However, there is limited evidence to demonstrate how management reviews these costs to determine whether they are reasonable and represent value for money.

Statistical program managers were generally not using the standard evaluation questionnaire or any other suitable tool to assess data quality and fit for use. In collaboration with the Modern Statistical Methods and Data Science Branch, DSD is coordinating a more user friendly version of the quality evaluation questionnaire.

Overall conclusion

Management has implemented a governance framework to provide oversight and advance the agency's administrative data first agenda, with corporate tools in place that support this agenda and identify some of the risks to acquiring data from alternative sources. The proposed restructuring of the agency's governance committees offers an opportunity to strengthen risk management activities for the acquisition of data from alternative sources. The aim is to provide Statistics Canada with a more effective governance structure to support the acquisition of data from alternative sources. The agency has also identified business objectives for acquiring data from alternative sources although the absence of key performance indicators could hinder the agency's ability to measure progress against its business objectives.

Internal controls are in place and functioning with some minor deficiencies, which are attributed to recent legislative changes and an internal transformation of responsibilities related to the acquisition process. Through training programs and internal communication, management has taken positive steps to inform employees but should ensure this is consistently communicated across the agency.

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' International Standards for the Professional Practice of Internal Auditing.

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 world is constantly changing, with new technologies regularly emerging, only to become obsolete and outdated almost overnight. With this ever-changing environment comes increased pressure for governments to have 'real-time' data to inform public policy as data are the lifeblood of decision-making in the public sector.

In the public sector, data help direct and inform decision-making by providing valuable information such as how many live in poverty; whether greenhouse gas emissions are increasing; or how public money is being spent. The success of the Canadian economy, and the prosperity of its communities depends in part on advancing programs that focus on strengthening public sector decision-making in key areas such as the financial, environmental and the social fields.

Statistics Canada plays an integral role in in this endeavour, as a foundational part of the agency's mandate is to collect and compile statistical information. For decades, the agency's business has been rooted in the administration of surveys, with data from alternative sources being used to complement its data collection. Recently, the agency acknowledged that traditional surveying of Canadians and businesses has struggled, because of increasing costs and response burden.

For the purpose of this audit, "data from alternative sources" has been defined as all data other than survey data, this includes, but is not limited to, administrative data (data obtained under the Statistics Act) as well as data available to the public. Data available to the public do not need to be obtained under the Statistics Act and are not subject to the requirements of the Statistics Act.

Administrative data first agenda

As a part of the agency's modernization initiative that focuses on user-centric service delivery and leading edge data integration, Statistics Canada has committed to an administrative data first agenda. This agenda is aimed at positioning the agency to better respond to statistical demands in the ever-changing and ever-evolving modern data world. In an administrative-first paradigm, administrative data are considered first before a survey is conducted, in order to complement or replace data acquired from a survey or to evaluate its quality.

Statistics Canada has taken steps towards realizing its administrative data first agenda by formalizing broad business objectives in a number of corporate initiatives. These objectives include:

  • identifying, and gaining timely access to data from alternative sources for statistical purposes;
  • communicating to the public in a proactive and transparent manner why the agency seeks to acquire data from alternative sources; and
  • strategically managing the acquisition of data through the effective implementation of governance and stewardship.

A period of transition

When acquiring data from alternative sources, there are a number of processes, procedures and key stakeholders that play an integrated role. The Data Stewardship Division (DSD) is responsible for the creation and implementation of sound data stewardship protocols to ensure all data assets are well managed, secure, and fit for use. The Office of Privacy Management and Information Coordination (OPMIC) provides legal oversight and is responsible for reviewing data acquisition agreements for legal implications.

The process by which the agency acquires data from alternative sources is in a period of transition as a result of shifting internal roles and responsibilities, new legal interpretations to the Statistics Act and updates to internal governance structures. In the future, these changes will impact how the agency manages its risks for acquiring data from alternative sources.

Audit objective

The objective of the audit was to provide reasonable assurance to the Chief Statistician (CS) and the Departmental Audit Committee that management has adequate processes and controls in place to support the strategic, transparent and timely acquisition of data from alternative sources while ensuring the sound stewardship of public assets and agency interests.

Scope

The audit scope included an examination of acquisitions of data from alternative sources from private sector organizations where negotiations to acquire data from alternative sources began or were completed during fiscal years 2017/2018 to 2018/2019, including acquisitions that were underway or not yet completed as at May 31, 2019. The audit focused on three key controls areas, namely: governance, tools and training and internal controls.

Statistics Canada also acquires data from alternative sources from provinces, territories and federal departments and agencies. It was determined during the planning phase of the audit that acquiring data from the public sector poses less risk to the agency and for this reason, public sector data acquisitions were excluded from the scope of the audit.

Approach and methodology

This audit was conducted in accordance with the Mandatory Procedures for Internal Auditing in the Government of Canada, which include the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing. Field work consisted of a review of applicable processes, activities and tools to ensure compliance with Statistics Canada legislative and policy requirements.

Authority

The audit was conducted under the authority of the approved Statistics Canada Integrated Risk-based Audit and Evaluation Plan 2019/2020 to 2023/2024.

Audit findings, recommendations and management response

The data acquisition process

The Data Acquisition Committee (DAC) provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions. Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities.

Although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms, there has not been a full risk assessment completed for the acquisition of data from alternative sources. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen oversight on risk management activities.

The Statistics Canada Data Strategy (SCDS) was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The SCDS identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data but these objectives have not yet been aligned to specific performance indicators.

Roles and responsibilities for acquiring data from alternative sources are clearly outlined and defined within Statistics Canada's policy instruments. However, the policy instruments need to be updated to reflect some recent changes to legislative requirements under Section 8(2) and 8(3) of the Statistics Act and the updated role of the DSD and statistical program areas in the acquisition process.

Two training courses have been offered to assist agency employees in carrying out their responsibilities for acquiring data from alternative sources. Both courses would benefit from providing guidance on the implications of the new legislative requirements under the Statistics Act and further explaining how program managers can leverage DSD and OPMIC during the acquisition process.

As the national statistics office, Statistics Canada is constantly exploring ways to acquire alternative sources of data to better support its statistical programs and provide Canadians with valuable information. Statistics Canada can acquire data from alternative sources from both the public and the private sectors and has acknowledged their importance in supplementing its statistical programs through the agency's modernization initiative. The DSD is responsible for developing sound data stewardship protocols to ensure all data assets are well managed, secure, and fit for use. DSD has developed an acquisition process that identifies the steps to acquire new sources of data from alternative sources. This process ensures that all proposed data acquisitions are consistently performed using a common approach.

Data acquisitions are contingent upon a number of key factors, including: the complexity of the acquisition, the sensitivity of the data and the pre-existing relationship with the data provider. Normally, the process begins with statistical program managers identifying data from alternative sources collected and held by other organizations that can support the legal mandate of Statistics Canada. Once a need has been identified, a request is sent to DSD to determine whether the data will be for broad use or localized use.

Once the request is complete and the type of data is determined, DSD and OPMIC provide guidance to the program areas on how to proceed with the acquisition. With support from DSD, program managers establish a strategy to reach out to the data provider and initiate early discussions with key stakeholders. The next step is to begin negotiations with the data provider. This is a key point in the process when Statistics Canada meets with representatives from the data provider to discuss the data being requested, legal and privacy expectations and any associated costs. It should be noted that Statistics Canada does not pay for data but rather for the time and effort required to compile the intended data sources.

When acquiring data from alternative sources with an associated cost, it can be obtained under the Statistics Act (data sharing agreement). Data can also be acquired without the use of the Statistics Act through a contract or written communication. When the data are obtained under the Statistics Act, the statistical program area is responsible for initiating expenditure initiation under section 32 of the Financial Administration Act and performing a financial review process with support provided by the OPMIC and DSD. For data acquisitions that do not fall under the authority of the Statistics Act, Corporate Support Services Division (CSSD) is responsible for reviewing the proposed costs and determining whether the proposal should be accepted for payment. Through interviews, the audit found that CSSD's departmental delegation of financial authorities for services is $100,000 and any contract above that threshold would be sent to Public Services and Procurement Canada.

An agreement is formalized through a data acquisition agreement, contract or written communication once all aspects of the negotiations have been finalized, including any potential cost. Typically, the agency begins receiving synthetic or test data from the provider and quality assessments must be completed to determine whether the data are usable within the agency's existing data environment. If the data are deemed fit for use, statistical program managers finalize and sign the data acquisition agreement with the data provider. The OPMIC plays a key role in this step as they are responsible for ensuring that the agreement contains terms and conditions that protect the legal interests of the agency.

Through consultation with DSD, the audit found that DSD's role in the acquisition process is expected to change. The intent is for program divisions to carry out their own data acquisitions and DSD to act as an intermediary on all matters related to data acquisitions. DSD's intent is to communicate these changes and make this process visible but at the time of audit, no timeline had been established.

The data acquisition process described above is supported through a series of controls including governance committees, training courses and internal policy instruments. All play an important role in identifying, and gaining timely access to data and communicating to the public why the agency seeks to acquire for statistical purposes. The audit determined the extent to which these controls were operating and comes at a time when the agency is undergoing significant changes as it looks to advance its administrative data first agenda.

Governance mechanisms are undergoing changes that are expected to strengthen risk management.

The DAC was created in February 2018 as a result of consolidating the Administrative Data Management Committee, Collection Planning Committee and Business Response Management Committee. The DAC's mandate is to provide leadership and direction for data acquisitions with the objective of implementing and maintaining an "administrative data first agenda," The DAC is made up of 18 members that include senior managers, directors and director generals from multiple fields across the agency. The committee meets approximately once per month and provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions.

Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities. DAC was originally intended to be a strategic-level oversight body to provide high-level guidance on activities directly linked to acquiring data from alternative sources. However, the audit found that some of the DAC's activities are more ad-hoc in nature and not always within its intended mandate. For example, the committee was tasked with determining whether certain surveys should be made mandatory or voluntary. It is important that the DAC operate within its intended mandate to ensure that there is adequate time and resources to address key activities related specifically to the acquisition of data from alternative sources.

Moving forward, the agency has an opportunity to strengthen its governance with the proposed changes to the existing Tier-2Footnote2 governance structure. These modifications are designed to consolidate the 10 existing Tier-2 governance committees into 5 new committees. The proposed 'Data in: Data Acquisition and Management' is one of the five new committees and will aim to provide Statistics Canada with a more effective governance structure to support the acquisition of data from alternative sources. The committee will be responsible for identifying risks and issues related to acquiring data from alternative sources and implementing mitigation strategies to ensure the agency is able to respond proactively to change and uncertainty. The new responsibilities of the proposed committee are needed as risk management oversight for acquiring data from alternative sources needs to be strengthened to enable more effective decision-making throughout the agency.

The audit confirmed that no risk assessment has been completed for the acquisition of data from alternative sources, although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms.

Through interviews, agency employees indicated that there might be some merit to undertaking a risk assessment. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen risk management activities for acquiring data from alternative sources as it will improve decision-making in governance, strategy and objective setting. However, at the time of the audit this restructuring had not yet been fully implemented.

Work is required to ensure that key performance measures are in place.

The CS has stated the importance of continuing to modernize each step of the statistical process, by modernizing and embracing an administrative data first agenda. To achieve this, Statistics Canada has embedded performance measures in corporate initiatives like the SCDS. The SCDS was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The SCDS is organized into two main pillars: data governance and data stewardship. Under data stewardship, there are a series of 7 'strategic data capacities' that are intended to have performance measurement criteria that would track progress against specific targets.

One of the 7 strategic data capacities is: 'data discovery'. This area links directly to the administrative data first agenda and identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data. These include: outlining why the agency seeks to acquire data from alternative sources, establishing mechanisms to include community engagement and implementing processes to support the acquisition of data from multiple access points across the agency.

However, the SCDS does not contain any objectives or performance measures related to the 'timeliness' and 'speed' with which the agency acquires data from alternative sources even though through interviews, agency employees stressed the importance of gaining access to data from alternative sources in a timely manner.

Overall, although the SCDS provides short, medium and long term business objectives for acquiring data from alternative sources, these objectives have not been aligned to performance indicators. Without these indicators, the agency cannot fully track its progress against key objectives that include timeliness and transparency in order to determine whether objectives for acquiring data from alternative sources are being achieved. In discussion with DSD, measurement criteria for the acquisition of data from alternative sources, as outlined in the SCDS, will be developed with program areas and in consultation with Corporate Strategy and Management Field. It was indicated by DSD that the indicators related to the short term business objectives will be developed by early 2020.

Updates are required to policy instruments to ensure they are aligned with new legislative requirements and DSD's new role.

The Policy on the Use of Administrative Data Obtained under the Statistics Act and the Directive on Obtaining Administrative Data under the Statistics Act are the supporting internal policy instruments that provide direction on the acquisition and use of data from alternative sources. Overall, they effectively outline the roles and responsibilities of key stakeholders across the agency and define the operational steps involved in acquiring data from alternative sources.

DSD has played a significant role in the acquisition of data from new alternative sources. Its responsibilities included: acquiring administrative data sources that had a broad scope and supporting statistical programs in their acquisition of administrative data. As previously stated, DSD's role in the acquisition process is expected to change. Program divisions will be expected to carry out their own data acquisitions and DSD will act as an intermediary on all matters related to data acquisitions. DSD indicated that they intend to make this new process visible and update the policy instruments by the end of fiscal year 2019-2020.

The policy instruments have not yet been updated to reflect the new legal interpretation. Under the new legal interpretation (provided to the agency in February 2018) there are two modifications. Specifically, under section 8(2), the CS must now publish any mandatory request for information before a request is submitted to a data provider. Under section 8(3), the CS must notify the Minister of any new mandatory request for information at least 30 days before it is published.

Without these updates in the policy instruments, the agency increases the risk that employees may not be aware of, or fully understand these requirements. This could hinder the agency's ability to acquire data in an efficient and effective manner. Although work is underway to update the policy instruments, it has not yet been finalized.

Training courses cover key components of the data acquisition process, but there are opportunities for improvement.

Providing effective training to agency employees presents a unique opportunity to expand their knowledge base and allows them to strengthen skills unique to their job responsibilities. Agency employees who understand how to leverage interpersonal skills within the negotiation process will assist the agency in acquiring data from alternative sources in a more expedient manner. However, for this to occur employees must be aware of and have adequate access to training opportunities so that they can develop the requisite knowledge and skills for acquiring data from alternative sources.

Since 2017-18, two training courses have been offered to employees at the agency to assist them in carrying out their responsibilities for acquiring data from alternative sources. However, both courses contain areas that could be improved. 'Obtaining Administrative Data under the Statistics Act' was a course developed under the direction of DSD and provides guidance on governing instruments, concepts and tools on how to overcome challenges during the data acquisition process. The course was last delivered to agency employees in January 2018, and does not include any guidance on the new legal interpretation of the Statistics Act that applies to data from alternative sources. It should be noted that DSD is currently updating the training course to address the implications of the new legislative requirements, and DSD's new role in the data acquisition process.

'Skillful Negotiations' was developed under the direction and guidance of the Employee Development and Wellness Division in order to assist agency employees in carrying out effective negotiations. The course effectively provides guidance on carrying out skillful negotiations including: identifying team roles, outlining different types of negotiations and how to leverage interpersonal skills. It also provides participants with the opportunity to provide feedback on the overall course content, including each of the four main training modules. Although the overall level of satisfaction from course participants is high (86.5%) the course could be improved by including specific guidance on the new legislative and legal requirements under the Statistics Act and how to effectively utilize DSD and OPMIC when seeking to acquire data from alternative sources.

Recommendation 1

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that the realigned governance structure embeds effective risk management oversight for acquiring data from alternative sources.

Management response

Management agrees with the recommendation.

  • 1.1 Through the restructuring of the agency's Tier 2 governance committees, a governing body will be identified. The committee's responsibility will include risk management activities for the acquisition of data from alternative sources.
  • 1.2 An improved governance process for the acquisition of data from alternative sources will be developed and documented. Supporting material will include explicit documentation of the entire governance process using flow diagrams as well as templates to support efficient documentation of:
    1. specific steps of the governance process;
    2. the steps considered to mitigate risks;
    3. the record of decisions; and,
    4. accountability.
  • 1.3 Programs areas will be informed about the new governance process related to the acquisition of data from alternative sources.
Deliverables and timeline

The Director General of the Strategic Data Management Branch will identify a governing body whose responsibility will include risk management activities for the acquisition of data from alternative sources by March 2020.

The Director of the Data Stewardship Division will develop an improved governance process for the acquisition of data from alternative sources that will include key elements to mitigate risks and document accountability by June 2020.

The Director of the Data Stewardship Division and Director of the Office of the Chief Editor will:

  • Develop a communication plan to socialize the new governance process to managers and employees involved in the acquisition of data from alternative sources by March 2020.
  • Communicate activities defined in the communication plan by March 2021.

Recommendation 2

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that key performance indicators and measurable outcomes are developed and aligned to business objectives for acquiring data from alternative sources in the Statistics Canada Data Strategy.

Management response

Management agrees with the recommendation.

  • 2.1 Key performance indicators associated with the acquisition of data from alternative sources will be defined.
Deliverables and timeline

The Director of the Data Stewardship Division will establish key performance indicators that will measure the effectiveness of the governance processes associated with the acquisition of data from alternative sources by November 2020.

Recommendation 3

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that training courses and policy instruments are updated to ensure agency employees are provided with appropriate guidance and direction on new legislative requirements under the Statistics Act and DSD's new role in the acquisition of data from alternative sources.

Management response

Management agrees with the recommendation.

  • 3.1 Relevant policy instruments will be updated to reflect the latest legal and operational requirements based on the new governance process.
  • 3.2 Up to date training material related to the acquisition of alternate data will become a mandatory requirement for staff involved in the acquisition of data. Mandatory training centered on Statistics Canada's legal obligation and associated governance operations will be delivered.
Deliverables and timeline

The Director General of the Strategic Data Management Branch will:

  • Update versions of the following policy instruments by June 2020 (draft versions) and November 2020 (final versions):
    • Policy on the Use of Administrative Data Obtained under the Statistics Act
    • Directive on Obtaining Administrative Data under the Statistics Act
    • Guidelines on data available to the public
  • Update mandatory training material that reflects legal and operational requirements by February 2021.

Review of data acquisition files

Data acquisition agreements are used to acquire administrative data. Publicly available data do not need to be obtained under the Statistics Act and, generally speaking, are not subject to the same requirements as administrative data.

Legal oversight is provided by the OPMIC during the data acquisition process. When a data acquisition agreement is drafted, OPMIC is contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures.

When the agency incurs a financial fee for acquiring data from alternative sources, a cost proposal is submitted to the agency by the provider that identifies the total cost along with supporting financial information. However, there is limited evidence to demonstrate how management reviews these costs to determine whether they are reasonable and represent value for money.

Statistical program managers were generally not using the standard evaluation questionnaire or any other suitable tool to assess data quality and fit for use. In collaboration with the Modern Statistical Methods and Data Science Branch, DSD is coordinating a more user friendly version of the quality evaluation questionnaire.

The Directive on Obtaining Administrative Data under the Statistics Act requires agency employees to implement a series of internal controls within the acquisition process to protect and safeguard the agency. To provide reasonable assurance that controls were in place and functioning as intended, the audit examined 12 private sector data acquisitions (7 administrative data files and 5 publicly available data files) that had been completed within the audit scope. The key controls assessed included:

  • use of a data acquisition agreement
  • legal oversight
  • financial oversight
  • quality assessment

Data acquisition agreements are used to acquire non-publicly available data but less so for publicly available data.

Under section 5.1.2 of the directive, the preferred method to obtain administrative data from private organizations is a data acquisition agreement, pursuant to the Statistics Act. However, the directive prescribes that an agreement may also take the form of an exchange of written communications or a contract, assuming it contains all the essential elements of a data acquisition agreement (i.e. legal authority to obtain data, its intended use or any legal requirements to protect it).

The audit reviewed seven administrative data acquisition files (obtained under the Statistics Act) to determine the extent to which the agency documents the terms and conditions of data agreements. In all seven files, the agency formalized data agreements that were aligned with the requirements under the Directive.

Publicly available data do not need to be obtained under the Statistics Act and, therefore are not subject to the same requirements as administrative data. The Guideline on data available to the public does not require or suggest that formal data acquisition agreements should be used when acquiring data available to the public.

The audit reviewed five acquisitions of publicly available data and found that three of the five files did not contain any form of agreement. The remaining two files contained either a formal license agreement or an exchange of written communications with the data provider. Under normal circumstances, there is no requirement to enter into an agreement for publicly available data.

Adequate legal oversight is provided by the Office of Privacy Management and Information Coordination.

OPMIC is responsible for reviewing all new agreements and working with legal counsel to ensure that the appropriate terms and conditions are in place to protect the agency's legal interests. Specifically, section 6.2.4.5 of the directive states that the Director of OPMIC must: 'support statistical program managers by reviewing all final data acquisition agreements before they are sent to the other organization.' As the directive does not specify what the review must include, we found that the review function varied depending on the complexity of the data acquisition.

Overall, when a data acquisition agreement was drafted, OPMIC was contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures. The audit found that OPMIC provided legal oversight for all seven administrative data files (obtained under the Statistics Act). The exceptions where OPMIC did not perform a review included the file that contained an exchange of written communications and the three publicly available files without an agreement. As the Directive only identifies a requirement when there is a data acquisition agreement in place, OPMIC is not expected to be involved in the acquisition process in the absence of a formal agreement.

Financial reviews are taking place, but are not always formally documented.

When Statistics Canada acquires data from private sector organizations, the agency can acquire the data with no associated costs or pay the organization to compile the requested data. It is important to note that Statistics Canada does not pay for the data itself, rather, for the time and effort required to compile the intended data sources. DSD indicated that when there is a cost, the data provider develops a cost proposal that outlines the variables included in the final price. The cost proposal is submitted to Statistics Canada for review and acceptance. Part of the decision making process is to review the quality evaluation assessment to determine whether the value of the data is commensurate with its potential costs.

The directive and policy outline the requirements for financial oversight for data acquisitions with a cost. Specifically section 6.6 of the directive states that private sector acquisitions with a cost are to be provided to the CSSD for financial review. However, as of March 2018, CSSD was no longer involved in carrying out financial reviews for acquisitions that fall under the Statistics Act. Instead, a new process was implemented in which the responsibility to conduct a financial review of costs now falls under the responsibility of the statistical program manager and senior management with support from DSD and OPMIC. The agency's policy instruments have not been updated to reflect this change in process. They also do not prescribe any requirements for how program managers can demonstrate that they have considered whether costs are reasonable and represent value for money. Through interviews with program managers, the audit found that the financial review process that is in place includes exercising due diligence for expenditure initiation under section 32 of the Financial Administration Act.

The audit reviewed 4 acquisition files with an associated cost that were obtained under the Statistics Act to determine whether 1) a cost proposal was provided and 2) whether the cost proposal was reviewed to validate the costs for reasonableness. In all four files examined, the data provider submitted a cost proposal. In three of the four files, there was email documentation demonstrating that management was aware of and accepted the costs being proposed by the data provider. However, each of the four files did not contain any analysis to demonstrate how management determined that costs were reasonable in order to ensure value for money and that the agency's financial interests were protected.

Quality reviews of data from alternative sources are generally not being carried out.

Statistics Canada policy instruments are clear on the importance of and responsibilities surrounding the quality assessment of new data from alternative sources. As stated in section 6.4 of the directive, senior managers of statistical programs are responsible for assessing the quality of potential administrative data and their statistical usability, by using the data quality evaluation framework maintained by DSD or any other suitable tool. Contained within the data quality evaluation framework, is an evaluation questionnaire tool that is available for managers to assess new sources of data. The quality review process is an important step because it helps the agency to determine the value of the data, which in turn, helps to rationalize potential costs.

The audit reviewed the 12 acquisition files to determine whether a quality assessment was completed prior to obtaining the data. Overall, the audit found that program managers were generally not using DSD's data quality evaluation questionnaire or any other suitable framework. Four of the 12 files had documentation to demonstrate that a quality review took place. Of the four files that had completed a quality review, three were administrative data and one was publicly available data. The remaining eight files did not contain documentation to demonstrate that a quality review was completed prior to signing the data acquisition agreement. Through consultation with DSD, we were informed that statistical program managers were not using the standard evaluation questionnaire because of a perceived time burden. The audit also found cases in which the individuals responsible for the quality review were no longer in their roles resulting in documentation not being available. Without consistently evaluating the quality of data from alternative sources, there is a risk that statistical programs may acquire data that are incomplete or incompatible with their programming needs.

DSD has since taken steps to address this by updating the quality evaluation questionnaire to ensure it is more streamlined. In interviews with DSD they have stated that the updated quality evaluation framework, as developed by the Modern Statistical Methods and Data Science Branch, will be completed by the end of fiscal year 2019-2020 and the intent is to have it available for use in early 2020.

Recommendation 4

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that the data quality evaluation questionnaire is updated and that agency employees are aware of the requirement to assess data for quality and statistical usability prior to acquiring data from alternative sources.

Management response

Management agrees with the recommendation.

  • 4.1 Employees will be informed regarding their roles and responsibilities associated with the quality assessment of data from alternative sources. Accountability regarding the documentation and registration of the quality assessment process will be embedded in the updated data governance process for the acquisition of data from alternative sources.

Deliverables and timeline

The Director of the Data Stewardship Division, Director of the Office of the Chief Editor and the Director of International cooperation and Methodology Innovation Centre will:

  • Develop a communication plan by May 2020 to inform managers regarding:
    • specific requirements associated with the quality assessment of data sources;
    • the quality assessment tools available; and,
    • the corporate tools available to register the quality assessment evaluation document.
  • Communicate activities defined in the communication plan by March 2021.

Appendices

Appendix A: Audit criteria

Audit criteria
Control objectives / Core controls / Criteria Sub-criteria Policy instruments/Sources

Audit objective: Provide reasonable assurance to the Chief Statistician and the Departmental Audit Committee that management has adequate processes and controls in place to support the strategic, transparent and timely acquisition of data from alternative sources while ensuring the sound stewardship of public assets and agency interests.

  • 1. An effective governance framework is in place over the acquisition of data from alternative sources to support agency objectives.
  • 1.1 Oversight bodies are in place and have clearly communicated mandates that include roles with respect to risk management and control.
  • 1.2 Management requests and receives sufficient, complete, timely and accurate information from oversight bodies to inform risk-based decision making in relation to acquiring data from alternative sources.
  • 1.3 Roles, responsibilities and accountabilities, as defined in key policy instruments, are clearly understood.
  • Audit Criteria related to Management Accountability Framework (MAF): A tool for Internal Auditors
  • Statistics Canada's Quality Assurance Framework
  • 2. Employees are provided with the necessary processes, tools and training to support the acquisition of data from alternative sources.
  • 2.1 A comprehensive training plan is in place to support agency officials related to their work in negotiating data acquisition agreements.
  • 2.2 The training plan is being provided to employees across the agency.
  • 2.3 The training plan incorporates feedback and lessons learned from agency officials, in order to address specific challenges/barriers in negotiating data acquisition agreements.
  • 2.4 Employees have access to and are aware of sufficient processes and tools such as software, equipment and standard operating procedures to support their work in negotiating data acquisition agreements.
  • 3. Processes and controls are in place and working effectively to ensure that the agency's interests are protected when acquiring data from alternative sources.
  • 3.1 Data from alternative sources acquisitions are formally documented.
  • 3.2 There is appropriate legal oversight of data acquisitions to ensure adequate protection to the agency.
  • 3.3 There is appropriate financial oversight of data acquisitions to ensure adequate protection to the agency.
  • 3.4 The quality of administrative/ data from alternative sources is assessed prior to its acquisition.

Appendix B: Initialisms

CS
Chief Statistician
CSSD
Corporate Support Services Division
DAC
Data Acquisition Committee
DSD
Data Stewardship Division
SCDS
Statistics Canada Data Strategy
OPMIC
Office of Privacy Management and Information Coordination

Manufacturing and Wholesale Trade (Monthly) - December 2018 to December 2019: National Level CVs by Characteristic

National Level CVs by Characteristic
Month Sales of goods manufactured Raw materials and components inventories Goods / work in process inventories Finished goods manufactured inventories Unfilled Orders
%
December 2018 0.59 0.94 1.23 1.34 1.13
January 2019 0.60 0.94 1.21 1.29 1.26
February 2019 0.62 0.93 1.22 1.26 1.13
March 2019 0.59 0.94 1.22 1.32 1.11
April 2019 0.60 0.96 1.20 1.33 1.16
May 2019 0.61 0.94 1.20 1.34 1.09
June 2019 0.58 0.94 1.18 1.38 1.15
July 2019 0.64 0.92 1.12 1.33 1.12
August 2019 0.61 0.92 1.18 1.34 1.11
September 2019 0.60 0.92 1.16 1.38 1.07
October 2019 0.60 0.93 1.18 1.39 1.14
November 2019 0.59 0.96 1.20 1.37 1.15
December 2019 0.57 0.99 1.29 1.38 1.10

National Weighted Rates by Source and Characteristic, December 2019

National Weighted Rates by Source and Characteristic, December 2019
Characteristics Data source
Response or edited Imputed
%
Sales of goods manufactured 91.0 9.0
Raw materials and components 84.5 15.5
Goods / work in process 86.4 13.6
Finished goods manufactured 83.1 16.9
Unfilled Orders 92.2 7.8
Capacity utilization rates 78.3 21.7

Quarterly Survey of Securitized Receivables and Asset-Backed Securities (F15)

Reporting entity

1. Indicate which type of corporation this report covers.

  1. A single corporation
  2. Part of a corporation
  3. A consolidated family of corporations
  4. Other (specify)

2. Is the reporting entity part of a Canadian consolidation?

  1. Yes
  2. No

3. Does this reporting entity have investments in partnerships or joint ventures?

  1. Yes
  2. No

4. Indicate the accounting standard used to complete this questionnaire.

  1. International Financial Reporting Standards (IFRS)
  2. Accounting Standards for Private Enterprises (ASPE)
  3. United States Generally Accepted Accounting Principles (U.S. GAAP)
  4. Other (specify)

5. Indicate the currency used to complete this survey.

  1. Canadian dollars
  2. U.S. dollars

6. What are the start and end dates of this enterprise's reporting period for the quarter ending:

From: YYYY-MM-DD to YYYY-MM-DD

Assets

7. Report your assets

  1. Cash and deposits – Canadian currency
  2. Cash and deposits – foreign currency
  3. Accounts receivable
  4. Allowance for credit losses on receivables
  5. Canadian investments in non-affiliates ─ debt securities issued by the Government of Canada
    • e.1 Term-to-maturity of less than one year
    • e.2 Term-to-maturity of one year or more
  6. Canadian investments in non-affiliates ─ debt securities issued by provincial and municipal governments
    • f.1 Term-to-maturity of less than one year
    • f.2 Term-to-maturity of one year or more
  7. Canadian investments in non-affiliates ─ debt securities issued by corporations, trusts or others
    • g.1 Term-to-maturity of less than one year
    • g.2 Term-to-maturity of one year or more
  8. Canadian investments in non-affiliates ─ corporate shares, fund or trust units and other equity
    • h.1 Publicly traded
    • h.2 Other equity
  9. Canadian investments in non-affiliates ─ other investments
  10. Foreign investments in non-affiliates ─ debt securities
    • j.1 Term-to-maturity of less than one year
    • j.2 Term-to-maturity of one year or more
  11. Foreign investments in non-affiliates ─ other investments
  12. Derivative assets
  13. Reverse repurchase agreements
  14. Mortgage loans to non-affiliates ─ secured by property in Canada
    • n.1 Residential ─ NHA insured
    • n.2 Residential ─ non-NHA insured
    • n.3 Non-residential
  15. Mortgage loans to non-affiliates ─ secured by property outside Canada
  16. Mortgage loans to non-affiliates ─ accumulated allowance for credit losses
  17. Non-mortgage loans to non-affiliates
    • q.1 To individuals and unincorporated businesses ─ credit cards
    • q.2 To individuals and unincorporated businesses ─ lines of credit
    • q.3 To individuals and unincorporated businesses ─ other loans
    • q.4 To corporations
    • q.5 To others
  18. Non-mortgage loans to non-affiliates ─ accumulated allowance for credit losses
  19. All other assets
    Specify all major items within other assets
  20. Other allowances for credit losses
    Total assets

Liabilities and equity

8. Report your liabilities.

  1. Accounts payable
  2. Amounts owing to affiliates
    • b.1 In Canada
    • b.2 Outside Canada
  3. Borrowing from non-affiliates ─ mortgage loans
    • c.1 Residential
    • c.2 Non-residential
  4. Borrowing from non-affiliates ─ non-mortgage loans and overdrafts
    • d.1 From lenders in Canada ─ banks
    • d.2 From lenders in Canada ─ credit unions
    • d.3 From lenders in Canada — other lenders in Canada
    • d.4 From lenders outside Canada
  5. Borrowing from non-affiliates ─ asset-backed securities
    • e.1 Term-to-maturity of less than one year
    • e.2 Term-to-maturity of one year or more
  6. Borrowing from non-affiliates ─ subordinated debt
  7. Borrowing from non-affiliates ─ other borrowings
  8. Derivative liabilities
  9. Obligations related to repurchase agreements
  10. Accrued pension liability
  11. Non-pension post retirement benefits
  12. All other liabilities
    Specify all major items within other liabilities
    Total liabilities

9. Report your equity.

  1. Share capital
    • a.1 Preferred
    • a.2 Common
  2. Accumulated other comprehensive income
  3. Retained earnings
    • c.1 Opening balance
    • c.2 Net income (loss) for the current period
    • c.3 All other additions (deductions)
      Specify all major items within other additions (deductions)
    • c.4 Reinvestment of income in additional trust equity units
  4. Dividends declared
    • d.1 Cash ─ preferred shares
    • d.2 Cash ─ common shares
    • d.3 Other dividends
      Closing balance
      Total equity
  5. Total liabilities and total equity

Income statement 

10. What period does this income statement cover?

From: YYYY-MM-DD to YYYY-MM-DD

11. Report your revenue.

  1. Interest revenue from Canadian sources
    • a.1 Debt securities
    • a.2 Mortgages
    • a.3 Consumer loans
    • a.4 Other interest revenue
  2. Interest revenue from foreign sources
  3. Dividends
    • c.1 From Canadian corporations
    • c.2 From foreign corporations
  4. Gains and losses ─ fair value adjustments
    • d.1 Realized
    • d.2 Unrealized
  5. Gains and losses ─ foreign exchange
    • e.1 Realized
    • e.2 Unrealized
  6. All other revenues
    Specify all major items within other revenues
    Total revenue

12. Report your expenses.

  1. Depreciation and amortization
    • a.1 Depreciation
    • a.2 Amortization ─ intangible assets
    • a.3 Amortization ─ other
  2. Software and research development
  3. Interest expense
    • c.1 Asset-backed securities ─ debt securities with term-to-maturity of less than one year
    • c.2 Asset-backed securities ─ debt securities with term-to-maturity of one year or more
    • c.3 Subordinated debt
    • c.4 Other interest expense
  4. All other expenses
    Specify all major items within other expenses
    Total expenses

13. Report your income. 

  1. Net income (loss)
    • a.1 Attributable to non-controlling interest
    • a.2 Attributable to equity shareholders
  2. Other comprehensive income
    • b.1 Items that will not be reclassified to net earnings
    • b.2 Items that may be reclassified subsequently to net earning
    • b.3 Reclassification of realized (gains) losses to net earnings
    • b.4 Income taxes
  3. Comprehensive income
    • c.1 Attributable to non-controlling interest
    • c.2 Attributable to equity shareholders

    Disclosure of selected accounts

14. Report other disclosures.

  1. Equity method dividends
    • a.1 Canadian dividends
    • a.2 Foreign dividends
  2. Capitalized expenses for software, research and development

15. Allocate the changes to selected assets and liabilities.

  1. Canadian and foreign investments in non-affiliates ─ debt securities
    • a.1 Initial balance
    • a.2 Net (purchases-sales or issuances-repayments and other changes)
    • a.3 Fair value adjustments and foreign exchange valuation adjustments
    • a.4 Other adjustments
      Closing balance
    • a.5 Realized gains and losses
  2. Canadian and foreign investments in non-affiliates ─ corporate shares, funds or trust units and other equity
    • b.1 Initial balance
    • b.2 Net (purchases-sales or issuances-repayments and other changes)
    • b.3 Fair value adjustments and foreign exchange valuation adjustments
    • b.4 Other adjustments
      Closing balance
    • b.5 Realized gains and losses
  3. Canadian and foreign investments in non-affiliates ─ other investments in non-affiliates
    • c.1 Initial balance
    • c.2 Net (purchases-sales or issuances-repayments and other changes)
    • c.3 Fair value adjustments and foreign exchange valuation adjustments
    • c.4 Other adjustments
      Closing balance
    • c.5 Realized gains and losses
  4. Mortgage loans to non-affiliates
    • d.1 Initial balance
    • d.2 Net (purchases-sales or issuances-repayments and other changes)
    • d.3 Fair value adjustments and foreign exchange valuation adjustments
    • d.4 Other adjustments
      Closing balance
    • d.5 Realized gains and losses
  5. Non-mortgage loans to non-affiliates
    • e.1 Initial balance
    • e.2 Net (purchases-sales or issuances-repayments and other changes)
    • e.3 Fair value adjustments and foreign exchange valuation adjustments
    • e.4 Other adjustments
      Closing balance
    • e.5 Realized gains and losses
  6. Other assets
    • f.1 Initial balance
    • f.2 Net (purchases-sales or issuances-repayments and other changes)
    • f.3 Fair value adjustments and foreign exchange valuation adjustments
    • f.4 Other adjustments
      Closing balance
    • f.5 Realized gains and losses
  7. Asset-backed securities
    • g.1 Initial balance
    • g.2 Net (purchases-sales or issuances-repayments and other changes)
    • g.3 Fair value adjustments and foreign exchange valuation adjustments
    • g.4 Other adjustments
      Closing balance
    • g.5 Realized gains and losses
  8. Other liabilities
    • h.1 Initial balance
    • h.2 Net (purchases-sales or issuances-repayments and other changes)
    • h.3 Fair value adjustments and foreign exchange valuation adjustments
    • h.4 Other adjustments
      Closing balance
    • h.5 Realized gains and losses
  9. Derivatives (assets and liabilities)
    • i.1 Initial balance
    • i.2 Net (purchases-sales or issuances-repayments and other changes)
    • i.3 Fair value adjustments and foreign exchange valuation adjustments
    • i.4 Other adjustments
      Closing balance
    • i.5 Realized gains and losses

Summary of the Evaluation of Client Service Delivery

Statistics Canada is organized based on a professional services model with multiple service pathways delivered by service entities with functional or portfolio-based service delivery responsibilities. The main organizational units at Statistics Canada are the contact centre, regional offices, subject-matter areas in Ottawa, the media line, and the microdata access network. These organizational units are responsible for managing enquiries and providing services according to the agency's service standards. Within this decentralized structure, each function (subject matter divisions and regional offices) has its own or shared client service unit. Each one is responsible for organizing itself according to the resources available, the volume of requests, the expertise required to respond to requests and the level of knowledge of client service representatives (generalists or experts). The structure requires extensive information exchange between functions to coordinate and route requests based on the required level of expertise.

The Evaluation Division of Statistic Canada's Audit and Evaluation Branch conducted an independent evaluation of the agency's client service delivery. The primary objective of the evaluation was to provide a neutral, evidence-based analysis of the relevance and performance of the organization's client service delivery environment in support of decision making, accountability and improvement. The evaluation was conducted in accordance with the Treasury Board Secretariat's Policy on Results (2016) and Statistics Canada's Risk-Based Audit and Evaluation Plan (2018/2019 to 2022/2023).

The evaluation found that clients of Statistics Canada want fast, reliable, consistent, transparent and professional service at a reasonable cost. While they were satisfied with the professionalism of staff and the quality of the information and services provided, more complex requests (including those for customized products and expert advice) were sometimes challenging. Consistency, transparency, timeliness, communication and cost of services were all areas requiring improvement. The evaluation found some fundamental gaps in the organization: little evidence of an overarching strategy for client service delivery at the agency level, a lack of clarity around roles and responsibilities, inconsistent processes and tools resulting in a fragmented delivery of services, and gaps in corporate governance and leadership.

The evaluation proposed three recommendations:

Recommendation 1:

An agency-wide client service delivery strategy or plan is developed that covers governance and leadership, agency-level objectives, standards including targets, performance measures, roles and responsibilities, and communications. The strategy should focus on creating a more holistic and consistent approach that addresses the various issues highlighted during the evaluation, such as timeliness, transparency, consistency and costs.

Recommendation 2:

The agency's new CRMS is aligned to the strategy in Recommendation 1 and thus supports a more holistic and consistent approach.

Recommendation 3:

The quality and coverage of information in the CRMS are improved, and the awareness among managers about the CRMS is increased.

CVs for operating revenue - Specialized design services - 2018

CVs for operating revenue - Specialized design services - 2018
Table summary
This table displays the results of CVs for operating revenue - Specialized design services. The information is grouped by Regions (appearing as row headers), CVs for operating revenue, calculated using percent units of measure (appearing as column headers).
Geography CVs for operating revenue
percent
Canada 1.86
Newfoundland and Labrador 0.00
Prince Edward Island 0.00
Nova Scotia 3.22
New Brunswick 2.39
Quebec 3.83
Ontario 2.99
Manitoba 2.48
Saskatchewan 1.06
Alberta 4.02
British Columbia 3.61
Yukon 0.00
Northwest Territories 0.00
Nunavut 0.00

Archived - 2019 Annual Oil and Gas Extraction Survey

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:

  • 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.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.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 Ministère de l'énergie et des ressources naturelles du Québec, Alberta Energy, the British Columbia Ministry of Energy and Mines, the British Columbia Ministry of Natural Gas Development, the Canada Energy Regulator, Natural Resources Canada and Environment Canada.

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)
  • 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 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
    • 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  

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. Please attach the files that will provide the information required for the Annual Oil and Gas Extraction Survey.

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.

Accounting Standards and Methods

1. What accounting standard is used for this report?

  • IFRS
  • GAAP
  • ASPE
  • Other
    • Specify other accounting standard

2. What method is used in accounting for exploration expenditures?

  • Successful efforts
  • Full cost
  • Other
    • Specify other method

North American Industry Classification System

3. Which of the following methods were used by this business to extract oil and gas?

Select all that apply.

Oil and gas extraction (except oil sands)

Formerly classified as 211113, Conventional oil and gas extraction, this Canadian industry comprises establishments primarily engaged in the exploration for, and/or production of, petroleum or natural gas from wells in which the hydrocarbons will initially flow or can be produced using normal pumping techniques.

Oil sands extraction

Formerly classified as 211114, Non-conventional oil extraction, this industry comprises establishments primarily engaged in producing crude oil from oil sands or from reservoirs in which the hydrocarbons are semisolids and conventional production methods are not possible.

Oil and Gas Extraction (except oil sands)

This industry comprises establishments primarily engaged in the exploration for, and/or production of, petroleum or natural gas from wells in which the hydrocarbons will initially flow or can be produced using normal pumping techniques. Include gas plants.

Oil Sands Extraction

This industry comprises establishments primarily engaged in producing crude oil from oil sands or from reservoirs in which the hydrocarbons are semisolids and conventional production methods are not possible. Include in-situ and mined oil sands projects.

Revenues and expenses, deductions and net income

4. What was this business's gross revenue from each of the following sources?

Gross revenues

a. Sales

Report the sales or transfer value of produced goods or services before any adjustment or intersegment elimination. Please include royalties and taxes that are imposed at the time of sale. Exclude GST.

b. Other production revenue

Include all other production revenue not reported in 4a. Include sales of services related to the oil and gas industry such as gas processing and well operating fees. Amount reported here should equal (question 6).

c. Other non-production revenue

Include all revenue not reported in sales of crude oil and natural gas (4a) or other production revenue (4b) such as foreign currency gains and losses, dividends. The amount reported here should equal (question 8).

The total gross revenues equal the sum of question 4a., 4b. and 4c.

What was this business's gross revenue from each of the following sources?
  CAN$ '000
a. Sales of crude oil and natural gas
Include all revenue associated with the sale of extracted oil and gas.
Exclude royalties, taxes and other charges.
 
b. Other production revenue
e.g., sales of services related to the oil and gas industry such as gas processing and well operating fees.
A breakdown of this revenue by provincial and territorial jurisdiction will be asked later in this questionnaire (question 6).
 
c. Other non-production revenue
Include all revenue not reported in 4a or 4b, such as foreign currency gains and losses, dividends.
A breakdown of this revenue by provincial and territorial jurisdiction will be asked later in this questionnaire (question 8).
 
Total gross revenue (a + b + c)  

5. For which of the following provincial and/or territorial jurisdictions did this business have any other production revenue?

Select all that apply.

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

6. For the [amount] reported as other production revenue, what is the breakdown by provincial and/or territorial jurisdiction?

Only include revenue associated to the oil and gas industry

Total of this question should sum to value reported in Q4 (b).

Other production revenue

Please provide a provincial breakdown of values reported in question 4b.

Include sales of services related to the oil and gas industry such as gas processing and well operating fees.

For the [amount] reported as other production revenue, what is the breakdown by provincial and/or territorial jurisdiction?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total - other production revenue  

7. For which of the following provincial and/or territorial jurisdictions did this business have any other non-production revenue?

Select all that apply.

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

8. For the [amount] reported as other non-production revenue, what is the breakdown by provincial and/or territorial jurisdiction?

Include all revenue such as foreign currency gains and losses, dividends

Total of this question should sum to value reported in Q4 (c).

Other non-production revenue

Please provide a provincial breakdown of values reported in question 4c.

Include all non-production revenue such as foreign currency gains and losses, dividends.

For the [amount] reported as other non-production revenue, what is the breakdown by provincial and/or territorial jurisdiction?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total - other non-production revenue  

9. What were this business's expenses and deductions for the following items?

Exclude capitalised expenditures, which are to be reported later in the questionnaire.

Note: regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such projects or ventures, as applicable.

Expenses, deductions and net income

a. Royalties and Similar Payments

The value reported here should equal the sum of provincial and freehold royalties for the Oil Sands Extraction sector plus the federal crown, provincial, and non-crown royalties for the Oil and Gas Extraction (except oil sands) sector, as applicable.

b. Operating expenditures

Include cost of materials and supplies used in production, surface lease rentals, lifting costs and all other expenditures which are related to producing operations. All general and administrative costs related to producing activities and charged to current year operations should also be included here.

The value reported here should equal the sum of total operating expenditures for the Oil Sands Extraction sector plus the sum of total operating expenditures for the Oil and Gas Extraction (except oil sands) sector, as applicable. The breakdown of the operating expenditures will be requested later in the questionnaire.

Exclude any non-cash charges and royalties.

c. Salaries, wages and benefits

Include the cost of salaries and wages (including bonuses and commissions, employer contributions to pension, medical, unemployment insurance plans, etc.) paid to your own workforce during the reporting period.

d. Other operating expenditures

Include only costs associated with non-producing operations and other expense items not reported elsewhere, e.g., a natural gas processing fee paid to other companies.

e. Interest expense

Include interest paid on bank loans, bonds, etc.

f. Federal income tax

Include federal income tax pertaining to the current period and assumed to be currently due.

g. Provincial income tax

Include provincial income tax pertaining to the current period and assumed to be currently due. The amount reported should include the Saskatchewan Corporate Capital Tax Surcharge if applicable.

h. Deferred income tax

Include accrued tax obligations reflected as an expense in the income statement, but not payable in the current reporting period.

i. Exploration and development charged to current operations

Include exploration and development expenses charged to current operations.

j. Amortization and depreciation expense

The systematic charge-off to expense of costs for depreciable assets that had been initially capitalised or deferred. Write-downs of depreciable assets resulting from impairments should be included in this category. However, write-offs arising from unusual dispositions and gains and/or losses on sales of assets should be reported in question 9l. and 9m. respectively.

k. Depletion

Include the current depletion charges for costs subject to such deduction. Write-offs resulting from the application of ceiling tests should be reported in question 9l., 'Write-offs and amortization of deferred charges'. Gains and losses on disposal of properties should be reported in question 9m., 'Other non-cash expenses and deductions'.

l. Write-offs and amortization of deferred charges

Adjustments may be made for non-operating items which the company ordinarily eliminates from its reported 'Internal cash flow'.

m. Other non-cash expenses and deductions

Include non-cash items not reported elsewhere such as unrealised losses on currency transactions, non-controlling shareholders' interest in earnings of consolidated subsidiaries, and the equity portion of losses of unconsolidated affiliates. This item should be reduced by such non-cash revenue items as unrealised currency gains, non-controlling shareholders' interest in losses of consolidated subsidiaries, and equity in earnings of unconsolidated affiliates.

The subtotal of expenses and deductions equals the sum of question 9a. to 9m.

The total net income equals the total gross revenues minus the subtotal of expenses and deductions.

What were this business's expenses and deductions for the following items?
  CAN$ '000
a. Royalties and similar payments  
b. Operating expenses
Figures reported here should equal the sum reported for the oil sands extraction sector (question 33) plus the sum reported for the oil and gas extraction sector (questions 35 to 38).
 
c. Salaries, wages and benefits  
d. Other operating expenses  
e. Interest expense  
f. Federal income tax  
g. Provincial income tax  
h. Deferred income tax  
i. Exploration and development charged to current operations  
j. Amortization and depreciation expense  
k. Depletion  
l. Write-offs and amortization of deferred charges  
m. Other non-cash expenses and deductions  
Subtotal expenses and deductions  
Total gross revenue
Previously reported in question 4.
 
Total net income
Total gross revenues minus total expenses and deductions.
 

10. How many employees did this business have?

Provide the number of employees associated with the expenses for salaries, wages and benefits (item 9c.).

Number of employees

Balance Sheet

11. What were this business's upstream assets?

Balance sheet

a. Total current assets

Include such items as cash, marketable securities, accounts receivable, inventories, etc.

b. Net capital assets

Include land not held for the purpose of re-sale, amortizable assets such as buildings, machinery and equipment, etc.

c. Other assets

Include all assets not reported as either current or capital assets.

Total assets equals the sum of questions 11a. to c.

What were this business's upstream assets?
  CAN$ '000
a. Total current assets  
b. Net capital assets  
c. Other assets  
Total assets  

12. What were this business's upstream liabilities and equity?

Balance sheet

a. Current liabilities

Include such items as current portion of long-term debt, accounts payable, notes payable, etc.

b. Long-term debt

Include all debt with a maturity of greater than one year.

c. Other liabilities

Include all liabilities not reported as either a current liability or long-term debt.

d. Equity

Include common shares, preferred shares, retained earnings and all other equity.

Total liabilities and equity equal the sum of questions 12a. to d.

What were this business's upstream liabilities and equity?
  CAN$ '000
a. Current liabilities  
b. Long term debt  
c. Other liabilities  
d. Equity  
Total liabilities and equity  

Abandonment and reclamation costs

13. Did this business have any associated abandonment and reclamation costs?

Include all costs such as well plugging and abandonment and remediation.

  • Yes
  • No

14. What were the associated abandonment and reclamation costs for your operations?

Include all costs such as well plugging and abandonment and remediation.

Figures reported here should equal to the sum reported for abandonment and reclamation costs by provincial and territorial jurisdictions (question 16).

Abandonment and Reclamation

Include costs such as well plugging and abandonment, well suspension, casing removal, zone abandonments, plug backs, reclamation and remediation.

CAN$ '000

15. For which of the following provincial and/or territorial jurisdictions did this business have abandonment and reclamation costs?

Select all that apply.

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

16. For the [amount] reported as abandonment and reclamation costs, what is the breakdown by provincial and/or territorial jurisdiction?

Abandonment and Reclamation

Include costs such as well plugging and abandonment, well suspension, casing removal, zone abandonments, plug backs, reclamation and remediation.

For which of the following provincial and/or territorial jurisdictions did this business have abandonment and reclamation costs?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total - abandonment and reclamation costs  

Capital expenditures for crude oil in-situ, mining or upgraders

17. Which of the following methods of crude oil extraction are employed by this business?

Include this business's own operations as well as partnerships and joint venture activities or projects as applicable. In the next section of the questionnaire, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

Select all that apply.

Capital expenditures for crude oil in situ, mining or upgraders

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

In situ:

In situ refers to extraction employing techniques of drilling wells and then injecting steam, combustion or other sources of heat into the reservoir to warm the bitumen so it can be pumped to the surface.

Mining:

Mining is the use of machinery and equipment to extract deposits that are close to the surface.

Upgraders:

Upgraders convert heavy bitumen into lighter crude oil.

  • In-situ
    • i.e., drilling wells and then injecting steam, combustion or other sources of heat into the reservoir to warm the bitumen so it can be pumped to the surface
  • Mining
    • i.e., the use of machinery and equipment to extract deposits that are close to the surface
  • Upgraders
    • i.e., converting heavy bitumen into lighter crude oil

18. In the oil sands extraction sector, what capital expenditures did this business have?

Note: regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

Select all that apply.

  • Capital expenditures for crude oil in situ, mining or upgraders
  • Oil rights acquisition and retention costs
  • Include all fees associated with using land agents.
  • Land and leases purchased from others
  • Include all fees associated with using land agents.
  • Machinery and Equipment
  • Include items such as boilers, compressors, motors, pumps and any other items that may be termed manufacturing or mining equipment as opposed to a fixed installation such as a building.
  • Housing
  • Value of residential structures and related infrastructures within a company town-site.
  • Drilling and pre-mining expenditures
  • Drilling expenditures include core hole and delineation drilling. Include the cost of casing and other materials and equipment left in place, core analysis, logging, road building, and other directly related services. Pre-mining costs include overburden removal and other pre-production expenditures.
  • Cost of capitalised overhead
  • Report the cost of capitalised overhead not allocated in questions 19-23. These overhead charges should exclude any amounts to be reported later in the questionnaire for the Oil and Gas Extraction (except oil sands) sector.
  • Research and other capital expenditures
  • Include all research costs associated with oil sands extraction and/or natural gas extraction, such as laboratory work, consultants' fees, performance evaluations and experimental pilot plants (including any capitalised operating expenditures). Other costs include items such as drainage systems, roadways, tankages, anti-pollution equipment and fixed installations not including machinery and equipment included in question 21.

Note: On the paper version of this questionnaire, these capital expenditures were reported in Schedule II, lines 1-6.

  • Oil rights acquisition, fees and retention
  • Land and leases purchased from others
  • Machinery and equipment
  • Housing
  • Drilling and pre-mining
  • Include over burden removal.
  • Capitalised overhead
  • Exclude operating expenditures and royalties.
  • Research and other expenditures

19. What were the capital expenditures for the acquisition of oil rights, fees and retention for the following operations?

Capital expenditures for crude oil in situ, mining or upgraders

Expenditures associated with land and lease acquisition relating to oil rights, fees and retention.

Include all fees associated with using land agents.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for the acquisition of oil rights, fees and retention for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for the acquisition of oil rights, fees and retention  

20. What were the capital expenditures for land and leases purchased from other businesses for the following operations?

Capital expenditures for crude oil in situ, mining or upgraders

Expenditures associated with the purchase of land and lease from others.

Include all fees associated with using land agents.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for land and leases purchased from other businesses for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for land and leases purchased from other businesses  

21. What were the capital expenditures for machinery and equipment for the following operations?

Capital expenditures for crude oil in situ, mining or upgraders

Include items such as boilers, compressors, motors, pumps and any other items that may be termed manufacturing or mining equipment as opposed to a fixed installation such as a building.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for machinery and equipment for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for machinery and equipment  

22. What were the capital expenditures for housing for the following operations?

Capital expenditures for crude oil in situ, mining or upgraders

Value of residential structures and related infrastructures within a company town-site.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for housing for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for housing  

23. What were the capital expenditures for drilling and pre-mining for the following operations?

Include overburden removal.

Capital expenditures for crude oil in situ, mining or upgraders

Drilling expenditures include core hole and delineation drilling. Include the cost of casing and other materials and equipment left in place, core analysis, logging, road building, and other directly related services. Pre-mining costs include overburden removal and other pre-production expenditures.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for drilling and pre-mining for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for drilling and pre-mining  

24. What were the capital expenditures for capitalised overhead for the following operations?

Exclude operating expenditures and royalties.

Capital expenditures for crude oil in situ, mining or upgraders

Report the cost of capitalised overhead not allocated in questions 19-23. These overhead charges should exclude any amounts to be reported later in the questionnaire for the Oil and Gas Extraction (except oil sands) sector.

Note: Regarding partnerships and joint venture activities or projects, report the expenditures reflecting your company's net interest in such oil sands projects or ventures.

What were the capital expenditures for capitalised overhead for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for capitalised overhead  

25. What were the capital expenditures for research and other expenditures for the following operations?

Exclude operating expenditures and royalties.

Capital expenditures for crude oil in situ, mining or upgraders

Include all research costs associated with oil sands extraction oil and/or natural gas extraction, such as laboratory work, consultants' fees, performance evaluations and experimental pilot plants (including any capitalised operating expenditures). Other costs include items such as drainage systems, roadways, tankages, anti-pollution equipment and fixed installations not including machinery and equipment included in question 21.

What were the capital expenditures for research and other expenditures for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total capital expenditures for research and other expenditures  

Summary of capital expenditure for crude oil in-situ, mining or upgraders

26. This is a summary of your business's capital expenditures in the oil sands extraction sector.

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

This is a summary of your business's capital expenditures in the oil sands extraction sector.
  CAN$ '000
Total capital expenditures for in-situ  
Total capital expenditures for mining  
Total capital expenditures for upgraders  
Total capital expenditures  

Operating expenses for crude oil in-situ, mining or upgraders

27. What operating expenses did this business have?

Select all that apply.

Operating expenditures for crude oil in situ, mining or upgraders

Field, well or plant expenditures

Include all direct operating expenses and any other expenses directly related to the mining, stimulation, processing, upgrading and delivery of the product, and cost of purchased fuel and electricity.

Taxes

Include taxes to federal, provincial and municipal governments such as property taxes, commodity tax, and carbon tax but exclude royalties, income taxes, and taxes that are part of the list price of purchases.

Fuel and purchased electricity

Include costs for fuel and electricity for all sites.

Water handling and disposal

Include all costs pertaining to water handling and disposal.

Operating overhead

Include all remaining general and administrative expenses related to crude oil in situ, mining, upgraders or natural gas production, including any corporate allocation to this segment. (These overhead charges should exclude any reported at question 24 for capitalised overheads.)

  • Field, well and/or plant
  • Taxes
  • Exclude income taxes and royalties.
  • Purchased fuel and electricity
  • Water handling and disposal
  • Operating overhead

28. What were the field, well and/or plant expenses for the following operations?

Operating expenditures for crude oil in situ, mining or upgraders

Include all direct operating expenses and any other expenses directly related to the mining, stimulation, processing, upgrading and delivery of the product, and cost of purchased fuel and electricity.

What were the field, well and/or plant expenses for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total operating expenses for field, well and/or plant  

29. What were the taxes incurred for the following operations?

Exclude income taxes and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

Include taxes to federal, provincial and municipal governments such as property taxes, commodity tax, and carbon tax but exclude royalties, income taxes, and taxes that are part of the list price of purchases.

What were the taxes incurred for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total taxes incurred from operations  

30. What were the purchased fuel and electricity expenses for the following operations?

Operating expenditures for crude oil in situ, mining or upgraders

Include costs for fuel and electricity for all sites.

What were the purchased fuel and electricity expenses for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total operating expenses for purchased fuel and electricity  

31. What were the water handling and disposal expenses for the following operations?

Exclude operating expenditures and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

Include all costs pertaining to water handling and disposal.

What were the water handling and disposal expenses for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total operating expenses for water handling and disposal  

32. What were the operating overhead expenses for the following operations?

Exclude operating expenditures and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

Include all remaining general and administrative expenses related to crude oil in situ, mining, upgraders or natural gas production, including any corporate allocation to this segment. (These overhead charges should exclude any reported at question 24 for capitalised overheads).

What were the operating overhead expenses for the following operations?
  CAN$ '000
In-situ  
Mining  
Upgraders  
Total operating expenses for overhead  

Summary of operating expenses for crude oil in-situ, mining or upgraders

33. This is a summary of operating expenses for crude oil in-situ, mining or upgraders.

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

This is a summary of operating expenses for crude oil in-situ, mining or upgraders.
  CAN$ '000
Total operating expenses for crude oil in-situ  
Total operating expenses for crude oil mining  
Total operating expenses for crude oil upgraders  
Total operating expenses  

Operating expenses by provincial and/or territorial jurisdictions - Oil and gas extraction sector (except oil sands)

34. For which of the following provincial and/or territorial jurisdictions did this business incur operating expenses?

Select all that apply.

Operating expenditures by provincial and/or territorial jurisdictions

Operating costs include all direct operating expenses such as wages and salaries, materials and supplies, fuel and power, well conditioning costs, municipal taxes, other direct operating expenses, maintenance and repairs expensed and contract services. Also include the non-capitalised cost of purchased injection materials used in enhanced recovery projects.

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

Did not incur operating expenses within Canada

35. What were this business's operating expenses for field, well and gathering operations by provincial and/or territorial jurisdictions?

Operating expenditures by provincial and/or territorial jurisdictions

Include primary, secondary, and tertiary recovery and pressure maintenance facilities, gathering systems and other well site facilities, surface lease rentals, and cost of purchased fuel and electricity.

What were this business's operating expenses for field, well and gathering operations by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total operating expenses for field, well and gathering operations  

36. What were this business's operating expenses for natural gas processing plants by provincial and/or territorial jurisdictions?

Operating expenditures by provincial and/or territorial jurisdictions

Include expenses associated with field processing plants as well as reprocessing activities, recycling projects, and cost of purchased fuel and electricity.

What were this business's operating expenses for natural gas processing plants by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total operating expenses for natural gas processing plants  

37. What were this business's operating expenses for taxes by provincial and/or territorial jurisdictions?

Exclude income tax and royalties.

Operating expenditures by provincial and/or territorial jurisdictions

Include taxes to federal, provincial and municipal governments, but exclude royalties, income taxes, and taxes that are part of the list price of purchases.

What were this business's operating expenses for taxes by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total operating expenses for taxes  

38. What were this business's operating expenses for overhead by provincial and/or territorial jurisdictions?

Operating expenditures by provincial and/or territorial jurisdictions

Include all remaining general and administrative expenses related to upstream operations, including any corporate allocation to this segment.

What were this business's operating expenses for overhead by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total operating expenses for overhead  

Upstream expenditures by provincial and/or territorial jurisdictions — Oil and gas extraction sector (except oil sands)

39. For which provincial and/or territorial jurisdictions did this business incur upstream capital expenditures in exploration, development and production?

Select all that apply.

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

Did not incur capital expenditures within Canada

40. What were this business's upstream exploration expenditures for oil and gas rights acquisition and retention by provincial and/or territorial jurisdictions?

Include overhead.

Upstream exploration expenditures by provincial and/or territorial jurisdictions

Acquisition and retention costs and fees for oil and gas rights. Include bonuses, legal fees and filing fees. Exclude inter-company sales or transfers.

Include all fees associated with using land agents.

What were this business's upstream exploration expenditures for oil and gas rights acquisition and retention by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for oil and gas rights acquisition and retention  

41. What were this business's upstream exploration expenditures for land and leases purchased from other petroleum companies by provincial and/or territorial jurisdictions?

Upstream exploration expenditures by provincial and/or territorial jurisdictions

Purchases from companies that are engaged primarily in petroleum activities.

Include all fees associated with using land agents.

What were this business's upstream exploration expenditures for land and leases purchased from other petroleum companies by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for land and leases purchased from other petroleum companies  

42. What were this business's upstream exploration expenditures for geological and geophysical services by provincial and/or territorial jurisdictions?

Upstream exploration expenditures by provincial and/or territorial jurisdictions

Include such activities as seismic crew expenses, both company owned and contract. Include camp, bulldozing and dirt work, flying crews in and out, seismograph, velocity survey, gravity meter, magnetometer, core drilling, photo geological digital processing, magnetic playback and bottom hole contributions and environmental impact studies and other similar pre-exploration expenditures. All seismic or geological and geophysical expenditures (including stratigraphic tests) should be reported here, whether such activity is deemed exploration or development by the company.

What were this business's upstream exploration expenditures for geological and geophysical services by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for geological and geophysical services  

43. What were this business's upstream exploration expenditures for exploration drilling by provincial and/or territorial jurisdictions?

What were this business's upstream exploration expenditures for geological and geophysical services by provincial and/or territorial jurisdictions?

Drilling outside a proven area or within a proven area, but to a previously untested horizon, in order to determine whether oil or gas reserves exist rather than to develop proven reserves discovered by previous drilling. Include costs of dry wells, casing and other materials and equipment abandoned in place; productive wells, including capped wells; and wells still in progress at year-end. Also include costs incurred in fighting blow-outs, runaways, and in replacing damaged equipment.

What were this business's upstream exploration expenditures for exploration drilling by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for exploration drilling  

44. What were this business's upstream development expenditures for development drilling by provincial and/or territorial jurisdictions?

Upstream development expenditures by provincial and/or territorial jurisdictions

Drilling within the proven area of an oil or gas reservoir to the depth of a stratigraphic horizon known to be productive for the purpose of extracting oil or gas reserves. This will cover costs of dry wells, including casing and other materials and equipment abandoned in place; productive wells, including capped well; and wells still in progress at year end. Include costs incurred in fighting blow-outs, runaways, and in replacing damaged equipment. Exclude costs associated with service wells.

Note: There should be no development expenditures until a development plan has been approved.

What were this business's upstream development expenditures for development drilling by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for development drilling  

45. What were this business's upstream development expenditures for proven reserves purchased by provincial and/or territorial jurisdictions?

Upstream development expenditures by provincial and/or territorial jurisdictions

Purchases from those companies that are engaged primarily in petroleum activities.

What were this business's upstream development expenditures for proven reserves purchased by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for proven reserves purchased  

46. What were this business's upstream production expenditures for production and non-production facilities, contract drilling rigs and supply boats by provincial and/or territorial jurisdictions?

Upstream production expenditures by provincial and/or territorial jurisdictions

Production facilities

Include tangible well and lease equipment comprising casing, tubing, wellheads, pumps, flowlines, separators, treaters, dehydrators. Include gathering pipelines, lease and centralized tank batteries and associated facilities prior to delivery to trunk pipelines terminals, and other production facilities. Also include costs associated with intangibles such as pre-production studies costs, and those expenditures that you consider to be pre-development.

Non-production facilities

Include automotive, aeroplane, communication, office and miscellaneous equipment not otherwise provided.

Drilling rigs and supply boats

Report expenditures including progress payments for the purchase of new and imported used and new drilling rigs (on and offshore) and supply boats.

What were this business's upstream production expenditures for production and non-production facilities, contract drilling rigs and supply boats by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for production and non-production facilities, contract drilling rigs and supply boats  

47. What were this business's upstream production expenditures for enhanced recovery projects by provincial and/or territorial jurisdictions?

Upstream production expenditures by provincial and/or territorial jurisdictions

Include only expenditures on facilities in tertiary projects involving steam injection, miscible flooding, etc. Include service wells, both tangible and intangible, including the costs of drilling and equipping injection wells and also the cost of capitalised injection fuel (miscible fluid) costs, but exclude non-recoverable injection fluids charged to current operations.

What were this business's upstream production expenditures for enhanced recovery projects by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for production and non-production facilities, contract drilling rigs and supply boats  

48. What were this business's upstream production expenditures for natural gas processing plants by provincial and/or territorial jurisdictions?

Upstream production expenditures by provincial and/or territorial jurisdictions

Report only the capitalised amounts of the plants, including structures, measuring, regulating and related equipment.

What were this business's upstream production expenditures for natural gas processing plants by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for natural gas processing plants  

49. What were this business's upstream overhead expenditures for exploration by provincial and/or territorial jurisdictions?

Upstream overhead expenditures by provincial and/or territorial jurisdictions

Allocate capitalised upstream overhead to the categories indicated. These overhead charges should exclude any reported in question 38 (operating expenditures for overhead).

What were this business's upstream overhead expenditures for exploration by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for exploration  

50. What were this business's upstream overhead expenditures for development by provincial and/or territorial jurisdictions?

Upstream overhead expenditures by provincial and/or territorial jurisdictions

Allocate capitalised upstream overhead to the categories indicated. These overhead charges should exclude any reported in question 38 (operating expenditures for overhead).

What were this business's upstream overhead expenditures for development by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for development  

51. What were this business's upstream overhead expenditures for production by provincial and/or territorial jurisdictions?

Upstream overhead expenditures by provincial and/or territorial jurisdictions

Allocate capitalised upstream overhead to the categories indicated. These overhead charges should exclude any reported in question 38 (operating expenditures for overhead).

What were this business's upstream overhead expenditures for production by provincial and/or territorial jurisdictions?
  CAN$ '000
Newfoundland and Labrador — offshore only  
Newfoundland and Labrador — mainland only  
Prince Edward Island  
Nova Scotia — offshore only  
Nova Scotia — mainland only  
New Brunswick  
Quebec  
Ontario  
Manitoba  
Saskatchewan  
Alberta  
British Columbia  
Yukon  
Northwest Territories  
Nunavut  
Total upstream expenditures for production  

Changes or events

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

Select all that apply.

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

Contact person

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

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

  • Yes
  • No

Who is the best person to contact about this questionnaire?

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

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

2. Do you have any comments about this questionnaire?