Index A – by Commodity Code
Index B - Alphabetic by Commodity

Index A – by Commodity Code

Code
Commodity Description

A1000
Food (exclude pet food, meals and lunches): Sum of A1010 to A1090

• Include: Food for consumption off premises.
• Exclude: Pet food, meals and lunches.

A1010
Fresh meat and poultry

• Include: Fresh meat, poultry, turkey, fowl and game; cooked, cured and smoked meats (prepackaged meats such as bacon, sausages, wieners, bologna, cooked ham, etc.).
• Exclude: Frozen or canned meats, "deli" meat products.

A1020
Fresh fish and other seafood

• Include: Fresh, smoked and cured fish and other seafood.
• Exclude: Frozen or canned fish and other seafood, "deli" fish and other seafood.

A1030
Fresh fruits and vegetables

• Include: Fresh fruits and vegetables.
• Exclude: Frozen, canned or dried fruits and vegetables.

A1040
Dairy products and eggs

• Include: Fresh milk (include chocolate milk and soya milk), butter, cheese (include "deli" cheese, cottage cheese, etc.), margarine, table cream, whipping cream, sour cream, fresh yogurt, eggs, etc.
• Exclude: Ice cream, frozen yogurt, powdered, canned, condensed or evaporated dairy products.

A1050
Bakery products (in-house and commercial)

• Include: Fresh breads, rolls, buns, cakes, pies, pastries, doughnuts, bagels, etc.
• Exclude: Frozen bakery products.

A1060
Candy, confectionery and snack foods

• Include: Candy, gum, chocolate and granola bars, candy floss, fruit pastilles, marshmallows, sesame bars and gingerbread houses, as well as nuts, popcorn, raisins, apples etc., when coated or treated with candy, chocolate, molasses, sugar or syrup. Also include mixed nuts, salted nuts, salted seeds (e.g. sunflower seeds), trail mixes, potato chips, corn chips, cheese puffs, potato sticks, bacon crisps, cheese curls, brittle pretzels and other similar snack foods.
• Exclude: Candy and chocolate baking items, unpopped popcorn, products primarily sold as breakfast cereals.

A1070
Deli, salad bars and prepared foods for take-out

• Include: Service delicatessen items: fresh "deli" meat and "deli" fish and other seafood, salads, barbecued chickens, etc. Also include prepared foods for take-out.
• Exclude: Cheese, meals and lunches.

A1080
Frozen foods

• Include: Frozen entrées, frozen TV dinners, frozen meats, frozen fish and other seafood, frozen vegetables, frozen fruits, frozen juice concentrates, ice cream, frozen yogurt, sherbets, popsicles, frozen bakery goods, etc.

A1090
All other foods

• Include: Canned foods, dietetic foods, baby foods, rice, dried beans, dried fruits and vegetables, coffee, tea, crackers, biscuits, pasta, sauces, flour, sugar, salt, spices, cooking oils and lards, salad dressings, jams, syrups, baking supplies, cereals, pickles, powdered or canned or evaporated or condensed dairy products, drink crystals, prepackaged cookies and cakes, unpopped popcorn etc.
• Exclude: Meals and lunches, pet foods.

A2000
Non-alcoholic beverages: Sum of A2010 and A2020

A2010
Soft drinks

• Include: Canned and bottled soft drinks.

A2020
Other non-alcoholic beverages

• Include: Fruit and vegetable juices or drinks (not frozen), iced tea, water, mineral water, non-alcoholic beer, etc.
• Exclude: Milk, cream, tea, coffee, soft drinks, frozen juice concentrates, drink crystals.

A3000
Alcoholic beverages

• Include: Beer, wine, liquor, liqueurs, wine and liquor coolers, etc.
• Exclude: Alcoholic beverages served on premises.

B1000
Personal care, Health and beauty products (non-electric): Sum of B1010 and B1020

B1010
Cosmetics and fragrances

• Include: Cosmetics, perfume, cologne, eau de toilette.
• Exclude: Facial, hand and body creams, nail polish and removers, skin lotions, toners, etc.

B1020
Other toiletries/personal care products

• Include: Toilet paper, facial tissue, hot water bottles, hair care preparations, tooth and denture pastes, toothbrushes(non-electric), mouthwashes, deodorants, antiperspirants, suntan lotions, nail polish and removers, beauty soaps, facial, hand and body creams, skin lotions, toners, bath oils, disposable diapers, feminine hygiene products, baby care products, hair brushes, shaving creams, razors (non-electric) and blades, foot care, prophylactics, nail clippers and files, contact lens solutions and cleaners, wigs and hair pieces, cosmetic bags, etc.
• Exclude: Electric personal care appliances (shavers/razors, toothbrushes, hair dryers, curling irons, heating pads, etc.), drugs, cosmetics and fragrances, eyewear, hair accessories, home health care equipment and supplies (crutches, canes, wheelchairs, etc.).

B2010
Prescription eyewear

• Include: Prescription eyewear, including prescription sunglasses and contact lenses.
• Exclude: Eyewear bought without a prescription (including sunglasses), frames bought separately, eyeglass cases and other accessories, contact lens solutions and cleaners.

B2020
Non-prescription eyewear

• Include: Eyewear bought without a prescription, frames bought separately, non-prescription sunglasses, eyeglass cases and other accessories.
• Exclude: Prescription eyewear, prescription sunglasses and contact lenses, contact lens solutions and cleaners.

B3000
Home health care "sick room" equipment and supplies

• Include: First-aid kits, bedpans, bed tables, crutches, canes, walkers, wheelchairs, artificial limbs, hearing aids, etc. Include parts and accessories.
• Exclude: Eyewear, orthopedic shoes, exercise and fitness equipment, drugs/medications.

B4000
Drugs (prescription and over-the-counter), vitamins and other health supplements: Sum of B4010 and B4020

B4010
Prescription drugs

• Include: Drugs purchased with a prescription.
• Exclude: Over-the-counter drugs, drugs purchased without a prescription.

B4020
Over-the-counter drugs, vitamins, herbal remedies and other health supplements

• Include: Painkillers, cold and cough remedies, laxatives, antacids, vitamins, herbal remedies, mineral health supplements, body enhancing supplements, power bars (nutritional), etc.
• Exclude: Drugs purchased with a prescription, other toiletries/personal care products.

C0000
Clothing and accessories: Sum of C1000 and C2000 and C3000 and C4000 and C5000 and C6000

C1000
Women's clothing and accessories: Sum of C1010 to C1070

• Exclude: Very specialized sports clothing, used clothing.

C1010
Women's outerwear

• Include: Winter coats, parkas, anoraks, rainwear, windbreakers, ski clothing, fur, etc.
• Exclude: Blazers, suit jackets.

C1020
Women's dresses and suits

• Include: One and two piece dresses, evening gowns, suits (including pant suits), maternity dresses and suits.
• Exclude: Wedding gowns, occupational uniforms.

C1030
Women's skirts, pants, blouses, sweaters and other tops and bottoms

• Include: Skirts, pants (dress and casual), jeans, shorts, blazers/jackets, blouses, shirts, vests, sweaters, sweat tops and bottoms, T-shirts, other tops and bottoms, etc. Include maternity tops and bottoms.

C1040
Women's hosiery

• Include: Pantyhose, stockings, nylons, socks, tights, leotards, leggings.

C1050
Women's lingerie, sleepwear and intimates

• Include: Pyjamas, dressing gowns, bathrobes, nightgowns, underfashions, brassieres, panties, girdles, slips, etc.
• Exclude: Hosiery.

C1060
Other women's clothing

• Include: Bathing suits, wedding gowns, occupational uniforms and clothing, aerobic clothing, etc.
• Exclude: Very specialized sports clothing.

C1070
Women's accessories

• Include: Hats, gloves, mitts, scarves, purses, wallets, fashion knapsacks, belts, umbrellas, hair accessories (barrettes) etc.
• Exclude: Backpacks, wigs.

C2000
Men's clothing and accessories: Sum of C2010 to C2060

• Exclude: Very specialized sports clothing, used clothing.

C2010
Men's outerwear

• Include: Winter coats, parkas, anoraks, rainwear, windbreakers, ski clothing, fur, etc.
• Exclude: Suits, sport jackets and blazers.

C2020
Men's suits, sport jackets and blazers

• Include: Sport jackets and blazers, made-to-measure and ready-to-wear suits.
• Exclude: Occupational uniforms.

C2030
Men's pants, shirts, sweaters and other tops and bottoms

• Include: Pants/slacks (dress and casual), jeans, shorts, dress/casual shirts, T-shirts, sweaters, vests, sweat tops and bottoms.

C2040
Men's underwear, sleepwear and hosiery

• Include: Socks, underwear, pyjamas, bathrobes, nightwear.

C2050
Other men's clothing

• Include: Bathing suits, occupational uniforms and clothing, aerobic clothing, etc.
• Exclude: Very specialized sports clothing.

C2060
Men's accessories

• Include: Hats, baseball caps, gloves, mitts, scarves, ties, wallets, belts, umbrellas, etc.
• Exclude: Wigs, toupees.

C3000
Girls' clothing and accessories

• Include: Girls' clothing (sizes 7 to 16) and accessories.
• Exclude: Very specialized sports clothing, used clothing.

C4000
Boys' clothing and accessories

• Include: Boys' clothing (sizes 7 to 18) and accessories.
• Exclude: Very specialized sports clothing, used clothing.

C5000
Infants' and children's clothing and accessories

• Include: Infants' clothing (sizes 0 to 24 mos.), children's clothing (sizes 2 to 6X), cloth diapers, rattles, bibs, teething rings, potties, receiving and other blankets, baby bedding and linens, diaper bags, crib mobiles, nursery wall hangings, baby plastic pants, baby bottles, breast pumps, nursing pads.
• Exclude: Very specialized sports clothing, used clothing, disposable/paper diapers, children's books.

C6000
Unisex clothing

• Include: Unisex clothing and costumes (Halloween, Christmas, etc.).

D1000
Luggage and leather goods

• Include: Luggage, trunks, duffel bags, backpacks, sport bags, leather and leather-like: briefcases, portfolios, school bags, travel accessories, etc.
• Exclude: Purses, wallets, billfolds, camera and instrument cases, fashion knapsacks, etc.

D2000
Jewellery and watches

• Include: Fine, costume and estate jewellery; pocket watches, wrist and pendant watches, etc.
• Exclude: Clocks, jewellery repair and watch repair.

D3000
Footwear: Sum of D3010 and D3020

D3010
"Athletic" footwear

• Include: Running shoes, walking shoes, hiking boots, basketball shoes, tennis shoes, court shoes, cross-trainers, etc.
• Exclude: Sport specific cleated footwear for baseball, football and soccer, golf shoes, bowling shoes, broomball shoes, curling shoes, ski boots, skates (ice, roller and in-line), etc.

D3020
"Non-athletic" footwear: Sum of D3021 to D3023

D3021
Women's and girls' non-athletic footwear

• Include: Fashion footwear: winter boots, rain boots, shoes, sandals, slippers. Also include cowboy boots, work boots, orthopedic shoes, clip-on shoe accessories, etc.
• Exclude: Sport specific cleated footwear, golf shoes, bowling shoes, broomball shoes, curling shoes, ski boots, skates.

D3022
Men's and boys' non-athletic footwear

• Include: Fashion footwear: winter boots, rain boots, shoes, sandals, slippers. Also include cowboy boots, orthopedic shoes, work boots, etc.
• Exclude: Sport specific cleated footwear, golf shoes, bowling shoes, broomball shoes, curling shoes, ski boots, skates, etc.

D3023
Infants' and children's non-athletic footwear

• Include: All types of non-athletic infants' and children's footwear. Also include orthopedic shoes.
• Exclude: Sports specific footwear, ski boots, skates, etc.

G1000
Housewares (non-electric) and household supplies: Sum of G1010 to G1030

G1010
Tableware, kitchenware, cookware and bakeware

• Include: Crystal and non-crystal tableware, crystal and non-crystal stemware, china (bone and other), flatware (silver, gold and other), kitchen knives, cutlery, glassware, bar accessories, baking tins and other bakeware, microwave ware, pots, pans, kitchen utensils, food storage containers, glass jars, kitchen scales, timers, oven dishes and other cook/kitchenware, lunch boxes and food flasks. Also include picnic baskets and accessories.
• Exclude: Kitchen and table linens, pot holders, electrical kitchen appliances, disposable tableware (plastic plates, utensils and glasses, paper plates, cups and napkins, paper/plastic tablecloths, etc.).

G1020
Household cleaning supplies, chemicals and paper products

• Include: Powdered soaps, detergents and cleaners, bleaches, scouring powders and pads, sponges, waxes and polishers, fabric dyes, BBQ starter fuel, paper towels, plastic and foil food wraps, wax paper, paper and plastic bags, disposable tableware (include paper and plastic plates, knives, forks, paper napkins, etc.), paper coffee filters, garbage bags, latex gloves, shoe polish.
• Exclude: Personal care products (toilet paper, facial tissues, shampoos, beauty soaps, etc.), automotive waxes and cleaners.

G1030
Other household supplies

• Include: Laundry equipment (baskets, drying racks, etc.), flashlights, closet organizers, hangers, garment bags, stools, steps, light bulbs, fuses, batteries, fire extinguishers, smoke detectors, extension cords, twine, string, matches, garbage cans, mops, buckets, brooms, dustpans, non-food storage containers, child safety products (outlet covers, cabinet locks, etc.), ironing boards, shoe laces, etc.
• Exclude: Laundry tubs

G2000
Home furnishings: Sum of G2010 to G2040

G2010
Floor coverings and tiles

• Include: Carpets, rugs, runners, wall-to-wall carpeting and underlays, linoleum, hardwood flooring, parquet flooring, vinyl/cork flooring. Include ceramic and clay tiles, marble and granite for floors, walls, counters or fireplaces.
• Exclude: Ceiling tiles.

G2020
Draperies and other interior window treatments (include furniture coverings)

• Include: Blinds (vertical, horizontal, roller), drapes, curtains, sheers, valances, etc. Also include furniture coverings.

G2030
Bedding, linens and bathroom accessories

• Include: Sheets, bedspreads, blankets (including electric), towels, pillows and cushions, pot holders, aprons, tablecloths, place mats, cloth napkins, dishtowels, shower curtains and liners, bath mats and sets, bathroom accessories, etc.
• Exclude: Baby blankets and other baby bedding and linens, disposable tablecloths and napkins.

G2040
Artworks and other home decorating products

• Include: Paintings, prints, lamps, lighting fixtures (interior and exterior), ceiling fans, clocks, mirrors, statuettes and carvings, candles, fireplace screens and fireplace accessories, decorative pottery, picture frames, jewellery boxes, silk and dried flowers, room dividers, Christmas ornaments/lights/artificial trees/decorations(indoor and outdoor), etc.
• Exclude: Outdoor specialty lighting (security, landscape, patio, etc.), real Christmas trees, Christmas gift wrap, woodstoves, clock radios.

H0000
Furniture (indoor), household appliances and electronics: Sum of H1000 and H2000 and H3000

H1000
Furniture (indoor): Sum of H1010 to H1030

H1010
Mattresses and foundations

• Include: Mattresses (spring, foam and water), box springs and foundations, bed frames.
• Exclude: Headboards, crib mattresses, air mattresses, sofa beds, futons.

H1020
Nursery furniture and equipment

• Include: Cribs, crib mattresses, junior/toddler beds, changing tables, carriages, strollers, playpens, highchairs, walkers, carriers, baby monitors, etc. Include parts and accessories.
• Exclude: Car seats.

H1030
All other indoor furniture

• Include: Finished and unfinished furniture for the bedroom, living room, kitchen, dining room and home office. Include filing cabinets, safes, sofa beds, futons. Include parts and accessories.
• Exclude: Nursery furniture, lamps, mattresses and foundations, counters, cupboards.

H2000
Household appliances: Sum of H2010 and H2020

H2010
Major appliances

• Include: Stoves, ovens, ranges, range hoods and fans, microwave and convection ovens, refrigerators, freezers, washing machines, clothes dryers, dishwashers, room air conditioners. Include parts and accessories.
• Exclude: Central air conditioners, humidifiers attached to furnaces, "portable" humidifiers, dehumidifiers, "portable" space heaters, compactors, floor polishers, sewing machines, vacuum cleaners (central and household), rug cleaning equipment, shop vacs.

H2020
Small electrical appliances

• Include: Floor polishers, sewing machines, vacuum cleaners (central and household), rug cleaning equipment, "portable" humidifiers, dehumidifiers, "portable" space heaters, air purifiers, compactors, electric fans, toasters, toaster ovens, kettles, deep fryers, steamers, blenders, food processors and mixers, electric fry pans and griddles, bread makers, coffee makers, electric can openers, electric knives, irons, electric personal care appliances (shavers/razors, toothbrushes, hair dryers, curling irons, heating pads, foot care appliances), etc. Include parts and accessories.
• Exclude: Room air conditioners, electric blankets, power tools, shop vacs, garage door openers, televisions, audio/video equipment, computers, telephones, electric typewriters, other home electronics, etc.

H3000
Home electronics, computers and cameras: Sum of H3010 to H3050

H3010
Televisions and audio/video equipment

• Include: Televisions, VCRs, radios, sound systems, amplifiers, mixers, speakers, microphones, sound boards, video cameras/cases, CD/MP3 players (include portable), DVD players, tape decks, tape recorders, blank video and audio tapes, etc. Include parts and accessories.
• Exclude: Still and digital cameras, slide projectors, slides, screens, pre-recorded video and audio tapes and discs, musical instruments, car radios, car tape decks, car CD and DVD players and car speakers.

H3020
Cameras (still and digital) and related photographic equipment and supplies

• Include: Still and digital cameras/cases, slide projectors, slides and screens, camera cases, lenses, tripods, film, flash attachments, photo albums, etc. Include parts and accessories.
• Exclude: Video cameras and related equipment and supplies, picture frames, binoculars.

H3030
Computers, components and related equipment

• Include: Computers (include any pre-loaded software), hard drives, CD drives, DVD drives, memory chips, blank CDs, DVDs, and computer diskettes, webcams, modems, printers, scanners, plotters, keyboards, monitors, integrated circuits, cables, anti-glare screens, monitor stands, computer batteries, external numeric keypads, mice, mouse pads, CD,DVD and diskette storage boxes/cases/racks, Personal Digital Assistants (PDAs) etc. Include parts and accessories.
• Exclude: Software, fax machines, printer paper, used computers, used components and equipment, electronic games and game systems.

H3040
Computer software for business and entertainment (exclude electronic games)

• Include: Software for business and entertainment, multimedia items (includes a book and cassette or disk that are packaged and sold together).
• Exclude: Electronic games and game systems (Nintendo, PlayStation, Xbox, etc.) and accessories, "talking" books, books on the subject of software, blank CDs, DVDs and diskettes.

H3050
Telephones and home office electronics

• Include: Telephones, cellular phones, answering machines, adding machines, fax machines, typewriters, pagers, calculators, photocopiers, etc. Include parts and accessories.
• Exclude: Computer related equipment, prepaid air time for cellular phones.

K1000
Hardware and home renovation products: Sum of K1010 to K1060

K1010
Plumbing, heating, cooling and electrical equipment and supplies

• Include: Furnaces and filters, ductwork, humidifiers attached to furnaces, central air conditioners, air exchangers, air cleaners, water purifiers, water heaters, woodstoves, fireplace inserts and related equipment, baseboard heaters, pipes and valves for plumbing, bathtubs, bathtub/shower enclosures, whirlpools, indoor jacuzzis, saunas, toilets, sinks, faucets, laundry tubs, pumps, fuse boxes, electrical wiring, light switches and plugs, power generators, etc.
• Exclude: Outdoor jacuzzis, fireplace accessories and screens, outdoor hot tubs, bathroom cabinets, drainage pipes.

K1020
Paint, wallpaper and related supplies

• Include: Household paint, stain, thinners, brushes, wallpaper, paste, scrapers, etc.
• Exclude: Craft and artists' paints and thinners, automotive paints.

K1030
Tools, hand and power and accessories

• Include: Ladders, carpenters' tools, mechanics' tools, snow shovels, portable power tools, bench power tools, axes, picks, wrenches, screwdrivers, saws, planes, clamps, trowels, hammers, pliers, drills, sanders, toolboxes, measuring tapes, files, chisels, routers, etc.
• Exclude: Chain saws, garden tools, hoes, rakes, garden shovels, spades, etc.

K1040
Hardware

• Include: Builders' hardware, home hardware, farm hardware, cabinet hardware, furniture hardware, kitchen hardware. Include locksets, key blanks, fasteners, nuts, bolts, nails, screws, washers, hinges, knobs and pulls, etc.

K1050
Lumber and other building materials

• Include: Lumber, pressure treated wood, particle board, plywood, panelling, moulding, drywall, plaster, cement, concrete products, bricks, paving stones, siding, fencing, decking, windows, doors, sashes, screens, skylights, shutters, roof trusses, vents, eavestroughing, insulation, vapour barriers, housewrap, drainage pipes, shingles and other roofing materials, weatherstripping, caulking, sheet glass (non-automotive), cabinets (kitchen, bathroom, etc.), counter tops, stairs, railings, mantels, ceiling tiles, etc.
• Exclude: Hardwood flooring, tiles, marble, granite.

K1060
Other "hardware" and building products

• Include: Weather vanes, lightning rods, awnings, car shelters, shop vacs, garage door openers, security/alarm systems, water pressure cleaners, chemical driveway cleaners, concrete and asphalt sealers, flagpoles, mailboxes, house numbers, door chimes, medicine cabinets, shelving, chain, wire, rope, tarpaulins, docks, blueprints, sandpaper, duct tape, etc.
• Exclude: Fees for drawing up blueprints.

L1000
Sporting goods: Sum of L1010 to L1070

• Exclude: Used sporting goods

L1010
Bicycles and biking equipment and accessories

• Include: Bicycles, tires and tubes, pumps, helmets, locks, other biking accessories, specialized biking clothing not for street wear, three-wheeled non-motorized bikes for adults.
• Exclude: Tricycles for children.

L1020
Hunting, fishing and camping equipment and supplies

• Include: Firearms and ammunition (all kinds), bows and arrows (all kinds), fishing tackle and other equipment, hunting blinds, tents, sleeping bags, camping-type air mattresses, hunting and camouflage clothing, hip waders, lanterns, picnic coolers, camping stoves, bait, etc.
• Exclude: Tent trailers.

L1030
Hockey, baseball, football, soccer, volleyball and basketball equipment and supplies

• Include: Nets, balls, hockey skates, ringuette equipment, cleated footwear, team uniforms, other related equipment.
• Exclude: Baseball caps and other "sports" clothing for street wear.

L1040
Ski and snowboard equipment and accessories for alpine and cross country

• Include: Skis, ski boots, bindings, ski poles, ski goggles, snowboards, specialized aerodynamic racing suits and accessories.
• Exclude: Ski jackets and apparel, water ski equipment.

L1050
Golf equipment and accessories

• Include: Golf clubs, golf bags and pull-carts (motorized and non-motorized), golf shoes and gloves, tees, etc.
• Exclude: Golf carts, "golf" clothing.

L1060
Exercise and fitness equipment

• Include: Home gyms, stationary bikes, rowing machines, abdominal exercisers, free weights, exercise balls, etc.
• Exclude: Exercise clothing, exercise videos.

L1070
All other sporting goods

• Include: Figure skates, in-line skates, skateboards, roller skates, sailboards, rock climbing equipment and accessories, tennis and squash equipment, ping pong equipment, badminton equipment, pool/snooker tables and accessories, life jackets, wet suits, saddlery, tack, water skis and equipment, scuba equipment, bowling shoes and equipment, broomball shoes and equipment, curling shoes and equipment, snorkels, goggles, binoculars, water air mattresses, dance shoes, trampolines, boxing equipment, etc.
• Exclude: Used sporting goods.

L2000
Toys, games and hobby supplies

• Include: Toys, tricycles for children, dolls, stuffed animals, wagons, sleds and sleighs, table soccer, air hockey, table hockey, dart boards, chess sets, board games, electronic games and game systems (e.g. Nintendo, PlayStation, Xbox, etc.), chemistry sets, model kits, train sets, puzzles, playing cards, etc.
• Exclude: Computer software games, three-wheeled bikes for adults, used toys and games.

L3000
Fabrics, yarns, sewing supplies and notions

• Include: Fabrics, knitting yarns, ribbons, upholstery fabric and foam, needles, threads, buttons, sewing kits, etc.
• Exclude: Sewing machines.

L4000
Craft and artists' supplies

• Include: Craft supplies and products (including paints), handicraft kits, artist's paints, brushes, easels, stained glass making supplies, craft glue guns and glue, etc.
• Exclude: Household and industrial glues and adhesives.

L5000
Musical instruments, parts and accessories and supplies

• Include: Musical instruments, parts and accessories, sheet music.
• Exclude: Amplifiers, sound boards, mixers, speakers, microphones.

L6000
Pre-recorded CDs, DVDs and video and audio tapes

• Include: Pre-recorded CDs, DVDs, video and audio tapes, etc.
• Exclude: "Talking" books, CD and DVD rental, video rental.

L7000
Books, newspapers, and other periodicals: Sum of L7010 and L7020

L7010
Books, hard cover and paperback

• Include: Text books, reference books, children's books, bibles, atlases and all other books, including books in electronic format ("talking" books).
• Exclude: "Multimedia items" (includes a book and a cassette or disc that are packaged and sold together), newspapers, magazines, periodicals, sales catalogues, colouring books, drawing books, albums (coin, stamp, photo, etc.), agendas, calendars, brochures, pamphlets, owners manuals, comic books, etc.

L7020
Newspapers, magazines and other periodicals

• Include: Newspapers, magazines, periodicals, comic books, etc.

P1000
Lawn and garden products, equipment and plants: Sum of P1010 to P1030

P1010
Lawn/Garden/Patio furniture

• Include: Lawn chairs and tables, cottage outdoor furniture, hammocks, patio furniture, patio table umbrellas, cushions, beach umbrellas.

P1020
Outdoor power equipment and accessories

• Include: Snowblowers, lawn mowers, garden tractors and attachments, tillers, mulchers, chippers, leaf blowers, chainsaws, etc.

P1030
Lawn and garden related products and nursery stock: Sum of P1031 and P1032

P1031
Nursery stock and supplies

• Include: Plants, bushes, trees, shrubs, sod, seeds, bulbs, cuttings, earth, fertilizers, pesticides, herbicides, real cut Christmas trees, outdoor soil, etc.
• Exclude: Indoor cut flowers, indoor potted plants.

P1032
Other lawn and garden related products

• Include: Pools (above and in-ground) and pool supplies, outdoor hot tubs/jaccuzis, ponds and accessories, barbeques and accessories, wheelbarrows, pruners, garden tools, hoses, garden shovels, spades, hoes, rakes, garden sheds, lawn ornaments, outdoor specialty lighting (security/landscape/patio), outdoor urns, outdoor planters, gazebos, composters, picnic tables, sprinklers, playground structures, playground equipment, etc.
• Exclude: Picnic baskets and accessories.

R1000
Recreational vehicles: Sum of R1010 to R1030

R1010
Motor homes, travel trailers and truck campers

• Include: Motor homes, travel trailers, tent trailers, folding camping trailers, truck campers, converted vans. Include non-automotive parts and accessories.
• Exclude: Mobile homes, tires and other automotive type parts and accessories sold separately, used motor homes and travel trailers and truck campers, used parts and accessories.

R1020
Motorcycles and scooters

• Include: Motorcycles, scooters, motorbikes, mopeds, all-terrain vehicles. Include non-automotive parts and accessories and related trailers.
• Exclude: Tires and other automotive type parts and accessories sold separately, used motorcycles and scooters, used parts and accessories.

R1030
Boats and other recreational vehicles and accessories

• Include: Fishing and speed boats and motors, canoes, kayaks, rowboats, sailboats, houseboats, cabin cruisers, yachts, paddle boats, dinghies, personal watercraft (PWC's), aircraft, snowmobiles, golf carts, dune buggies, paddles, oars, sails, anchors, etc. Include non-automotive parts and accessories and related trailers, boating radar equipment, depth finders.
• Exclude: Used boats and other used recreational vehicles and accessories, used parts and accessories, sail boards, life jackets, motorcycles, mopeds, motorbikes, all-terrain vehicles, trailer tires sold separately.

S0000
Receipts/commissions from non-automotive repairs, service, rental and leasing: Sum of S1000 to S4000

S1000
Receipts from the rental of CDs, DVDs, video and audio tapes and video games

S2000
Other rental and leasing receipts/commission

• Include: Tables, chairs, tableware and other party supplies, tools, machinery, appliances, furniture, electronics, clothing, costumes, trailers, recreational vehicles, farm equipment, etc.
• Exclude: Rental and leasing of cars, pickup trucks, vans, minivans, jeeps, other sport utility vehicles, buses, heavy and medium trucks.

S3000
Repair receipts/commission

• Include: Revenue from the repair of appliances, pools, jacuzzis, spas, electronics, clocks, jewellery, watches, shoes, bicycles, furniture, musical instruments, recreational vehicles (e.g. boats, snowmobiles, tent trailers, motorcycles, etc.), farm equipment, piano tuning and repairs.
• Exclude: Automotive repairs.

S4000
Receipts/commissions from the provision of a service

• Include: Lottery tickets, post office (stamps), banking machines (ATM's), photocopying, faxing, bus tickets, bottle deposit, vending machines, photo finishing, installation charges, tailoring, drapery making, dry cleaning, portrait services, picture framing, catering, art restoration, landscaping, upholstering, upholstery or carpet cleaning, travel, insurance and income tax services, accommodation, dress making, hair cutting , manicures, key cutting, fees for wine or beer making, fees for drawing up blueprints, warranty, storage, lessons, courses, skate sharpening, engraving, licenses (fishing, hunting, etc.), delivery charges, freight charges, calling cards, prepaid air time for cellular phones, fabric protection, etc.
• Exclude: Automotive servicing, automotive upholstery.

S5000
Meals and lunches

• Include: Revenue from sandwich bars, lunch counters, restaurants, diners, delicatessens, coffee shops, cafeterias, ice cream cones and alcoholic beverages served on premise, etc.
• Exclude: "Deli" foods, prepared foods for take-out.

U1000
Automotive fuels, oils and additives (for automotive and recreational vehicles and farm equipment):
Sum of U1010 and U1020

U1010
Automotive Fuels

• Include: Gasoline, diesel, ethanol blends, natural gas, propane.

U1020
Automotive oils and additives

• Include: Engine oils, automotive greases, windshield washer fluids, gas line and fuel injector cleaners, antifreeze, etc.

V1000
New automotive vehicles (exclude converted vans): Sum of V1010 to V1030

V1010
New cars

• Include: New cars
• Exclude: Parts and accessories.

V1020
New light trucks, vans, minivans and sport utility vehicles

• Include: New pickup trucks, vans, minivans, jeeps, other sport utility vehicles.
• Exclude: Parts and accessories, converted vans.

V1030
New medium/heavy trucks and buses

• Include: New class 4, 5, 6, 7 and 8 trucks, buses.
• Exclude: Parts and accessories.

V2000
Used automotive vehicles (exclude converted vans): Sum of V2010 to V2030

V2010
Used cars

• Include: Used (include antique) cars.
• Exclude: Parts and accessories.

V2020
Used light trucks, vans, minivans and sport utility vehicles

• Include: Used (include antique) pickup trucks, vans, minivans, jeeps, other sport utility vehicles.
• Exclude: Parts and accessories, converted vans.

V2030
Used medium/heavy trucks and buses

• Include: Used class 4, 5, 6, 7 and 8 trucks, buses.
• Exclude: Parts and accessories.

V3000
Automotive parts and accessories for automotive and recreational vehicles and farm equipment (new, used and rebuilt): Sum of V3010 and V3020

V3010
Tires (new, used and retreaded)

• Include: New, used and retreaded tires and tubes for cars, pickup trucks, vans, minivans, jeeps, other sport utility vehicles, buses, heavy and medium trucks, recreational vehicles, farm equipment, utility trailers.
• Exclude: Wheels, hubcaps.

V3020
Other automotive parts and accessories (new, used and rebuilt)

• Include: Automotive parts and accessories for cars, pickup trucks, vans, minivans, jeeps, other sport utility vehicles, buses, heavy and medium trucks, recreational vehicles, farm equipment. Include shock absorbers, windshields, radiators, wheels, hubcaps, car radios, CD and DVD players, tape decks, speakers, alarm systems, batteries, block heaters, spark plugs, engines and engine parts, mufflers, resonators, exhaust and tail-pipes, fenders, bumpers, body parts, horns, jacks (hydraulic and otherwise), mirrors, air conditioners, antennas, automotive paints and cleaning compounds, buffers, floor mats, roll bars, roof racks, seat covers, infant car seats, ski carriers, trailer hitches, windshield wiper blades, ice scrapers, battery chargers, remote car starters, etc.
• Exclude: Tires and tubes.

V4000
Labour receipts from automotive repairs, maintenance and service

• Include: Labour receipts from work on automobiles (cars, vans, trucks, etc.), for repairs and installation of brakes, radiators, mufflers, engines, tires, etc. Include receipts from tune-ups, oil changes and lubrications, tire balancing, wheel alignments, car washing services, towing services, body shop services, painting, automobile upholstery service, etc.
• Exclude: Labour receipts from repairs of recreational vehicles, farm equipment.

V5000
Receipts from automotive rental

• Include: Receipts from rental of automobiles (cars, vans, trucks, etc.).
• Exclude: Trailer rental, recreational vehicles rental, farm equipment rental.

X0100
Supplies for making wine and beer

• Include: Concentrates, malts, chemicals, corks, labels, bottles, etc.
• Exclude: Fees for wine or beer making.

X0200
Pet food, supplies and accessories

• Include: Pet foods, snacks and treats, pet toys, leashes, shampoo, clippers, aquariums, cages, beds, etc. Include wild birdseed.
• Exclude: Pets, tack, saddlery.

X0300
Tobacco products and supplies

• Include: Tobacco, cigarettes, cigars, pipes, lighters, rolling machines, cigarette holders, snuff, etc.
• Exclude: Matches.

X0400
Giftware, novelties and souvenirs

X0500
Stationery, office supplies, cards, giftwrap and party supplies

• Include: Writing paper/pads, thank you notes, greeting cards, invitations, postcards, computer printer paper, copier paper, file folders, diaries, planners, agendas, giftwrap, gift bags, tags, boxes, party favours and streamers, pens, pencils, markers, rulers, scotch tape, binders, staplers and staples, desk accessories, maps, calendars, etc.
• Exclude: Artist's supplies.

X0600
Cut flowers, indoor potted plants and related floral supplies

• Include: Cut flowers, indoor potted plants, fertilizers, insecticides and pesticides for indoor use, etc.
• Exclude: Outdoor nursery stock and supplies.

X0700
Pets

• Include: Domestic and exotic household pets.
• Exclude: Pet food, accessories and supplies.

X0800
Collectors' items

• Include: Stamps, coins, cards, autographed items, related albums, etc.

X0900
Manufactured mobile homes (new and used)

X1000
Monuments and tombstones

• Include: Coffins, cremation urns.

X1100
Farm equipment (new and used) and other farm-related products and supplies

• Include: New and used tractors, hay balers, harrows, combines, animal feed, crop seed, fertilizer, veterinary supplies, horse and cattle trailers, other specialized farm equipment, etc. Include parts and accessories.
• Exclude: Automotive type parts and equipment, garden tractors and attachments, products sold for non-farm use.

X1200
Professional and scientific instruments and equipment

• Include: Microscopes, surveyor's equipment, laboratory equipment, telescopes, etc.

X1300
Used/second-hand merchandise and antiques

• Include: Used sporting goods, clothing, footwear, furniture, appliances, computers, electronics, books, musical instruments, musical recordings, CDs, DVDs, video tapes, laser discs, antiques, recreational vehicles, canoes, kayaks, non-automotive parts and accessories of recreational vehicles.
• Exclude: Used automobiles, automotive parts and accessories, mobile homes, farm equipment.

X1400
Household fuels

• Include: Natural gas and propane for household use, electricity, heating oils, kerosene, wood for stoves and fireplaces, coal, wood pellets, camp stove fuel, fondue fuel, etc.
• Exclude: Automotive fuels, cigarette lighter fuels, barbecue starter fuel.

Y0000
Other

• Include: Any revenue/commissions earned on the sale of products not listed above such as: ice cubes/blocks, fireworks, trophies, utility trailers not elsewhere classified, gift certificates, safety equipment (gloves, goggles, helmets, masks, ear protectors, etc.), charity, etc.

Index B - Alphabetic by Commodity

Personalized Electronic Reporting Questionnaire System (PERQS)

User Guide for Electronic Data Reporting

About PERQS

Welcome to Statistics Canada's electronic data reporting system for the 2012 Annual Retail Trade Survey. This system, referred to as PERQS (Personalized Electronic Reporting Questionnaire System), is comprised of preloaded encrypted Excel spreadsheets stored on an electronic Statistics Canada vault. A tool allows you to decrypt the spreadsheets to get started, then the e-File Transfer Service allows you to securely send them back to Statistics Canada via the Internet (see page 13, Returning your Company Data to Statistics Canada).

Information from your previous year's report: (business name(s), addresses, square footage, contacts, reporting period, etc.) has been pre-loaded into PERQS.

Also stored in the same Statistics Canada vault are guides to use PERQS; reporting guides for the questionnaire; a North American Industrial Classification System Guide and the decryption tool called ETUNPROT.exe.

Note to users:

Please uninstall any previous versions of PERQS from your system before accessing the 2012 version of PERQS.

To uninstall previous PERQS versions from your PC's hard drive:

1. From the Windows Start menu, select Settings;

2. In the Control Panel, select the Add/Remove Program icon;

3. Select STCDRF;

4. Click Remove.

Accessing the 2012 version of PERQS for the first time

1. From the Internet, go to URL http://www.statcan.gc.ca/ec-ce/eft-tef. Click the Logon button.

2. Enter the username that was provided by Statistics Canada.

3.Enter temporary password that was provided by Statistics Canada. Click the Logon button.

4. Your password will expire and an error message is displayed in red
(Error: ITATS203E Password has expired) and you will be prompted to enter a new one*.

5. Enter the new password.

6. Re-enter the new password to confirm.

7. You will see a list of safes.

8. Click on the safe of your choice.

9. To download files, click on FromStatcan-->Download, and then browse for the files you want to download to your computer. Please save the decryption file, ETUNPROT.exe, to your desktop. Please save the other files (especially the ".xls.enp" file) to a location of your choice (e.g. "C:\PERQSTemp\DownloadedFiles").
Note: Some respondents may receive a security message asking if they want to run or save the etunprot.exe file. Please choose the SAVE option.

10. Logout.

* Password must be at least 8 characters with at least one capital letter and one digit.

Note: if you have a problem using the e-File Transfer service, please send an e-mail to the support team at: SOS@statcan.gc.ca.

Decrypting the company data file

1. After the PERQS excel (.xls.enp) file and the decryption program have been downloaded to your computer, execute the decryption file, ETUNPROT.exe, by double-clicking the icon on your desktop. This will cause the following window to appear (see Figure 1).

Figure 1

2. Browse to the location that you downloaded the files to and select the file you have saved "your file name.xls.enp" then select the Open button.

3. You will then be prompted to enter a password (see Figure 2). This password was written on the letter that was sent to you in the mail.

Figure 2

4. You will then be prompted to save the data file to a location of your choice (see Figure 3).

Figure 3

5. Fill in the questionnaire (see below for instructions). The Reporting Guide (found on the Statistics Canada electronic vault) can assist you in completing the questionnaire.

6. After completing the questionnaire, follow the "Returning your company data to Statistics Canada via Internet" instructions.

Opening PERQS

PERQS 2012 was developed using Microsoft Excel 97 and therefore requires that either Excel 97 or higher be installed on your PC.

When your customized questionnaire information on the company data file is decrypted, please locate it using Windows Explorer and double click on it (Excel should automatically open your questionnaire).

Alternatively, open Microsoft Excel, and go to File -> Open. Locate the questionnaire using the Excel browser. When the questionnaire is opened, the following message (Figure 4a) will appear:

Note: For users of Excel 2007 / 2010, see Appendix D "Using Excel 2007 /2010 to open the questionnaire and use the macros".

Figure 4a

Activate the user-friendly macros developed by Statistics Canada by clicking Enable Macros

Disabling macros will make it impossible to fill out the questionnaire. Instructions will appear on the screen, as shown in Figure 4b.

Figure 4b

You now have full access to PERQS which is made up of two Excel spreadsheets, identified as Part A and Part B. When the questionnaire is opened, Part A will be displayed. In the upper left hand corner you will see the title 2012 Annual Retail Trade Survey.

Completing Part A of the questionnaire

The questionnaire text in PERQS is black on a coloured background. The coloured boxes contain instructions, information and/or questions. The white boxes are reserved for your answers.

The easiest way to move through PERQS is to use theTabkey. It will take you from one white box to the next, from left to right and from top to bottom. This is the order in which you should answer the questions.

Shift +Tab enables you to go backwards. Using the Enter key is not recommended, as it does not allow you to go from one white area to the next; instead, the Enter key takes you to the cell below in the next row down.

Some white boxes may contain information collected in previous years. Please verify the information and make the necessary corrections. To change it, please overwrite the content of the cell by entering the corrections.

You will also see several additional buttons displayed on the menu (see Figure 4c). Go to Part B will move your cursor to the second Excel spreadsheet, entitled Part B. Save and Close closes the application (see Closing the questionnaire on page 12). Save saves the current session on your hard disk. Next Error moves your cursor to the next cell in error.

Note: For users of Excel 2007 / 2010, see Appendix D "Finding additional buttons when accessing Part A and Part B of the questionnaire".

Figure 4c

Some cells may contain a small red triangle in the upper right hand corner. When you point your cursor over this red triangle, a dialog box containing additional information about this cell will appear (see Figure 5).

Figure 5

If PERQS assesses that the information collected is erroneous, the cell turns red. When you move your cursor over it, a dialog box containing the information of the erroneous cell will be posted (see General Information section).

You will have the option of coming back later by clicking the Next Error button at the top of the worksheet. Next Error will allow you to navigate between all the possibly erroneous cells in Part A.

You may now complete Part A by following the instructions on the questionnaire. Once Part A is completed, please go to Part B by clicking the appropriate button on the top menu or by selecting the sheet tab entitled Part B at the bottom of the worksheet.

Completing Part B of the questionnaire

Part B is designed to capture detailed information on each retail chain store. Many additional buttons also appear in Part B (see Figure 6a).

Note: For users of Excel 2007 / 2010, see Appendix D "Finding additional buttons when accessing Part A and Part B of the questionnaire".

Figure 6a

Go to Part A moves your cursor to the first Excel spreadsheet entitled Part A. Close closes the application, Save saves the current session on your hard disk and Next Error moves your cursor to the next cell with an error.

Sort A-Z will allow you to sort the content of the selected column in alphabetical order. Sort Z-A will sort in the reverse order. Please note that you can only sort one column at a time.

Recode ID, Export ID, Import and Export are explained on page 11.

Part B is divided by store, and the information collected for each store is on the same line. As in Part A, the sheet already contains information collected over the years. To change it, simply overwrite the content of the cell by entering the corrections.

Columns containing store addresses and company IDs appear twice. Columns appearing in colour are protected and reserved for use by Statistics Canada for processing purposes. Use blank store address and company ID columns to update information.

To add a new location, use a new line at the bottom of the spreadsheet.

If a store has gone out of business, you must indicate this in the column headed Part Year Operation. This application does not allow you to delete stores.

For Part Year Operation (see Figure 6b), enter the number corresponding to the correct description. The numbers and their descriptions are available by moving the cursor to the top of the red triangle located in the header of the column as illustrated in Figure 6b.

Figure 6b

In Part B, it is recommended that you use the Tab key for browsing. By using the Tab key, you can move through all the boxes for the same store before moving to the next.

When Part B is completed, you can either return to Part A or save and close the questionnaire so that it can be sent to Statistics Canada (see Closing the questionnaire on page 12).

General information

Error message

Error messages identifying inconsistencies in your answers may appear at various points while you complete the questionnaire. Please read the messages and correct the erroneous information.

Also, when PERQS assesses that the data entry is erroneous, the cell turns red. When you move your cursor over the cell, a comment box containing the information on this erroneous cell is posted (see Figure 7a).

Figure 7a

It is possible that some of your data will seem inconsistent according to PERQS. If this happens, explanations for particular questions may be provided in the comment box (see Figure 7b). Providing such explanations means that Statistics Canada might not have to contact you to obtain more details about the information.

Figure 7b

You may also include additional comments in Section G ofPart A.

Printing the questionnaire

To print your questionnaire select Part A or Part B. Then, select File -> Print in the Excel menu.

Since every printer has its own configuration, you may have to adjust your margins to print a presentable document. Also, in Part B, due to the amount of information included, we recommend that you use the Export option for better printing capabilities.

Exporting and importing

Recoding ID and exporting ID

In Part B of PERQS you will see 2 buttons entitled Recode ID or Export ID. These PERQS buttons allow you to import and export data using Excel. This section will explain how to use these functions.

Exporting and changing the location number

Sometimes the number used to identify your locations can vary from one year to the next. PERQS allows you to overwrite the number directly in the questionnaire and gives you the option to import the number from another, pre-existing spreadsheet.

If you want to use the import option, create another Excel spreadsheet with two columns: one column containing the old identification number and another column containing the updates (see Appendix B).

Click on Recode ID and select the spreadsheet containing this information. PERQS will open the file and update the number of locations using the information collected.

If necessary, PERQS will allow you to export the identification numbers currently in your system to another Excel file. When you use the Export ID option, PERQS can create a new Excel file requesting the identification of a location for your new file. The new file is saved and you return to PERQS.

This new file will contain a complete list of numbers already in PERQS, as well as the names of columns already identified to facilitate the future import of these files.

For users with another spreadsheet program (such as Lotus), please refer to Appendix C for information on how to convert from Lotus to Excel.

Exporting and/or importing data

If you have most of the information required by the questionnaire in another Excel spreadsheet, PERQS gives you the option of importing this information.

To import information, you must have an Excel spreadsheet that has specific names for its columns in the first row (see Appendix A). The system will use the names of the rows to update the data.

To use the import function, click on Import and select the spreadsheet containing the updated information. PERQS will open the file and update the location data. It will use the identification number of the location to merge the spreadsheets.

When PERQS discovers new locations during the process (i.e., the ID number of the source file does not correspond to any record presently on PERQS), it will automatically add it to the end of the questionnaire.

PERQS will allow you to export the data presently in the system to another Excel file. When using the Export option, PERQS will create a new Excel file and ask you to identify a location for your new file through Explorer in Excel. The new file is saved and you return to PERQS.

The new file will contain a complete list of numbers already in PERQS, as well as the names of already identified columns to facilitate future importation of these files. Columns labelled ADDRESS, CITY, PROVINCE and PCODE are blank white columns on your questionnaire.

For users with another spreadsheet program (such as Lotus), please refer to Appendix C for information on how to convert from Lotus to Excel.

Closing the questionnaire

Once the questionnaire is completed, click on the Save or on the Close button to save your changes or exit the questionnaire. When you click on this button, this window (Figure 8a) will appear:

Figure 8a

If the questionnaire is fully completed, click on Yes and the questionnaire with your information will be saved.

Consistency errors in your questionnaire (see Figure 8b) will also appear. If you do not want to correct these errors, you can add a comment concerning these errors (see Figure 8c).

If you have not finished completing the questionnaire, click on No and the information will be saved. Cancel will take you back to the application.

Figure 8b

Figure 8c

Returning your company data to Statistics Canada via Internet

Once you have completed the survey and you are ready to return it to Statistics Canada via the Internet, you must execute the e-File Transfer Service to upload PERQS.

Accessing the e-File Transfer Service

1. From the Internet, go to URL http://www.statcan.gc.ca/ec-ce/eft-tef.

2. Enter username provided by Statistics Canada.

3. Enter your password, then click Logon.

4. You will see a list of safes.

5. Click on your safe.

6. To upload files to Statistics Canada, click ToStatcan-->Upload file , then Browse for the file you want to upload (e.g. Q11111111.xls).

7. Once you have chosen the file, click on the Upload button.

8. Logout.

Note : if you have a problem using the e-File Transfer service, please send an e-mail to the support team at: SOS@statcan.gc.ca

Appendix C

As mentioned in this guide, you may only import and export if your data currently exists in an Excel 97 spreadsheet or higher. However, if your data exists in a different format your software may convert to Excel. Conversion to Excel is possible for Lotus and Microsoft Access.

For users who have other types of software, please consult your software documentation to find out whether it is possible to convert to Excel 97 and follow those instructions.

Lotus to Excel

To convert from Lotus to Excel, you must use the command Save under and click on File in your Lotus tab. Please save the spreadsheet in Excel 97 format (see figure 9a).

Figure 9a

Microsoft Access to Excel

To convert from Microsoft Access to Excel you must select your data and use the command Save as under File on your toolbar (see Figure 9b).

Figure 9b

After choosing the option to save to the external file, you must save your data in Excel 97 format by selecting Microsoft Excel 97 (*.xls) as the type of file (see Figure 9c).

Figure 9c

Appendix D

Using Excel 2007 to open the questionnaire and use the macros

Open the questionnaire with the Microsoft Office button, menu Open, and then find the questionnaire using the Excel explorer.

To activate the macros, use the Options… buttons which will be found on the security warning tool bar (Figure 10a). Once the Microsoft Office Security Options window has open, choose the option: Enable this content (Figure 10b). This will open the questionnaire and data entry can begin.

Figure 10a

Figure 10b

Finding additional buttons when accessing Part A and Part B of the questionnaire

To manoeuvre more easily once in either Part A or Part B of the questionnaire, use the Add-Ins ribbon, see Figure 10c.

Figure 10c

(Part A)

(Part B)

Using Excel 2010 to open the questionnaire and use the macros

Open the questionnaire with the Microsoft Office button, menu Open, and then find the questionnaire using the Excel explorer.

To activate the macros, click on the security warning tool bar (Figure 10a). Once the Microsoft Office Security Options window has opened, click on the button Edit Anyway (Figure 10b). Then choose the option: Enable this content (Figure 10bb). This will open the questionnaire and data entry can begin."

Figure 10a

Figure 10b

Figure 10bb

Finding additional buttons when accessing Part A and Part B of the questionnaire

To manoeuvre more easily once in either Part A or Part B of the questionnaire, use the Add-Ins ribbon, see Figure 10c.

Figure 10c

(Part A)

(Part B)

Thank you!

Introduction to GERD terminology

Research and development expenditures in Canada are estimated annually by type of sector, by sources of funds and by science type using a series of surveys supplemented by modeling:

• Type of sector – Research and development (R&D) expenditures can be spent by organizations within six sectors in Canada: federal government organizations; provincial government organizations; provincial research organizations; business enterprises; higher education organizations (including universities and affiliated teaching hospitals); and private non-profit organizations.
• Sources of funds – Intramural research and development (R&D) expenditures are spent within organizations performing the R&D. The organizations can fund their own R&D or undertake R&D on behalf of other organizations. The R&D performing organizations indicate the source of funds, by sector, for their intramural R&D expenditures. In the GERD matrix, the source of funds data is shown by funding sector.
• Science type – Research and development (R&D) expenditures are spent by organizations performing in either the natural sciences and engineering or the social sciences and humanities. Only intramural R&D expenditures in the natural sciences and engineering for the provincial research organizations and business enterprises are included in the GERD.

Organizations of any type can perform and/or fund R&D at any time. GERD data include intramural R&D expenditures only. Therefore, the payments of organizations for R&D performed by other organizations, or extramural R&D expenditures, are not included.

Definition of GERD

Gross domestic expenditures on Research and Development (GERD) is the total value of intramural research and development expenditures (R&D) of all organizations in performing sectors. As there are two dimensions to the reporting of R&D expenditures (by performing sector and by funding sector) the data are presented in a matrix. GERD data are based on the source of funds provided by the performing sector.

Tabular results

The GERD matrix contains total R&D expenditures for each of the performing sectors (federal government, provincial governments, provincial research organizations, business enterprises, higher education and private non-profit organizations).

Each of the performing sectors indicates the funding sectors for their intramural R&D expenditures. This is an important distinction because it explains the financial sources of performers’ R&D activities. The funding sectors include all of the performing sectors and foreign sources of funds.

Data sources used to populate the tabular results

Federal government intramural R&D expenditures are estimated by the annual Federal Science Expenditure and Personnel survey. Intramural R&D expenditures represent spending on R&D performed by federal departments and agencies.

Prior to 1974, estimates of provincial government S&T expenditures were made using provincial estimates and Public Accounts. In 1974, Ontario, Alberta and Nova Scotia sought survey assistance from Statistics Canada with the collection of S&T spending data from their respective governments. Since then, participation by provincial governments in the collection of S&T survey data has been inconsistent. The program was cancelled after the 1977/1978 reference year. The program was reinstated in 1984 under a new business model with participating provinces funding part of the program costs. In 2010/2011 the Provincial Scientific Activities Survey participants included: Prince Edward Island, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia. The program was cancelled after 2010/2011 release. Currently research and development expenditures of the provincial government are modeled.

The annual survey of the Research and Development Activities of Provincial Research Organizations is the source of expenditure data displayed in the column for provincial research organizations.

The business enterprise sector’s R&D expenditure data is comprised of two sources of data: questionnaire data and administrative data from Canada Revenue Agency (CRA).There are two annual questionnaires: The Survey of Research and Development in Canadian Industry (RDCI); and a survey supplement, The Energy Research and Development Expenditures by Area of Technology.

An estimation model is used to populate R&D intramural expenditures for the higher education sector.

The annual survey of Research and Development in Private Non-Profit Organizations provides national R&D expenditure data for this sector.

Tabulation notes

Funding sector R&D expenditures shown in the GERD matrix do not equal extramural R&D spending of individual funding sectors for a number of reasons including: differences in financial years of the organizations funding the R&D and the organizations performing the R&D; the time it takes to perform the R&D; organizations sub-contracting parts of the R&D work to organizations in other sectors; payments for work that is related to the R&D but not part of the contracted R&D; differences in the costs of performing the R&D and the payments for the R&D work; and R&D performing organizations not indicating accurately their sources of funds by funding sector.

GERD data are presented separately for total sciences, for natural sciences and engineering, and for social sciences and humanities. A total science is the sum of natural sciences and engineering and social sciences and humanities.

GERD data presented in these matrix tables are used to compare Canada’s R&D performance internationally. They are assembled based on guidelines presented in the Organization for Economic Co-operation and Development’s Frascati Manual (2002).

Data sources and methodology

Definitions

Gross domestic expenditure on research and development (GERD) is a statistical series, constructed by adding together the intramural expenditures on research and development (R&D) as reported by the performing sectors. As a term used by OECD Member countries, it is defined as "total intramural expenditure on R&D performed on the national territory during a given period. GERD includes R&D performed within a country and funded from abroad but excludes payments for R&D performed abroad".^Note 1

GERD is often displayed as a matrix of performing and funding sectors. The GERD and GERD matrix are fundamental to the national and international examination of R&D expenditures.

The matrix illustrates three aspects of a country's R&D effort:

• it shows how much R&D each sector performed over a 12-month period;
• it shows the amount of R&D each sector financed over a 12-month period (as indicated by the R&D performing sector); and
• it indicates the flow of funds between sectors.

The GERD is an indicator of science and technology (S&T) activities; it is appropriately used as a summary of R&D activities and the basic flow of funds. General guidelines to follow when using a summary statistical series such as the GERD, include:

• Such series provide only a summary of very complex patterns of activities. The series should, therefore, be used in conjunction with other relevant information;
• Users generally refer to R&D data with a question in mind: "Is our national university research effort declining?" "Does my firm spend a higher proportion of its funds on R&D than the average for my industry?" etc. It is, therefore, necessary to identify the basic data relevant to each question in order to know which R&D indicator is best suited to answering the question. The user should keep in mind that the data used for the R&D indicator may be accurate enough to answer one question but not another.

Provincial and Territorial estimates of GERD

In a country as large as Canada it is useful to have a general idea of where R&D activities are located to indicate the level of scientific and technical endeavor in a particular area and to use the statistics in association with other regional data. For these reasons, an estimate of the provincial and territorial distribution of the Canadian GERD has been prepared.

The definition of GERD in a provincial and territorial context is similar to that provided above.

The expenditures are assigned to the province or territory in which the performing establishment is located. Personnel may live in an adjoining province (e.g., the National Capital Region) and materials and equipment will often come from another province/territory or country; these factors must be taken into consideration when using GERD as a regional indicator of S&T activity.

The funding shown is of R&D carried out in a province or territory; it is not R&D funding from a province or territory. For example, when the federal government is shown as the funder for R&D in a province, the funds are received from the central government and are to be spent on R&D in an establishment in that province. The federal government, of course, raises funds from many sources, outside of that province. Similarly, when R&D is shown as being funded by the business enterprise sector, the funds are not necessarily raised from activities within the province. Most provincial governments provide minimal funding towards federal government performance, so statistical zeros are applied.

The provincial and territorial R&D expenditures for the business enterprise sector are collected on the Research and Development in Canadian Industry Survey. This survey does not collect sources of funds by province or territory. The provincial and territorial distribution by sources of funds of the business enterprise sector R&D expenditures is derived through a modeling system, which prorates values based on reported business enterprise provincial and territorial R&D. The provincial and territorial distribution of total R&D is proportionally distributed to the reported national sources of funds.

Limitations of GERD

The GERD, like any other social or economic statistic, can only be approximately true. Different components are of different accuracy: sector estimates probably vary from 5% to 15% in accuracy. However, the GERD estimates are sufficiently reliable for their main use as an aggregate indicator for science policy.

One of the most important problems relating to GERD concerns its definition. There remains some ambiguity in defining precisely what constitutes R&D or, for example, in a continuing project, determining the precise point at which the project passes the boundary of R&D and becomes exploitation of a process or product on which it may be said that the R&D stage has been completed. This ambiguity is perhaps less serious in internal time series, where it may be expected that the year-to-year application of the definitions by the same reporting units are at least consistent.

A second difficulty arises with regards to survey design. The people best qualified to apply the R&D definitions and classifications - scientific and technical personnel engaged in the direct management of S&T activity - rarely participate in the statistical agency's data collection process. Because the data collected are concerned not with scientific and technical content, but financial and labour inputs to achieving this content, the questionnaires tend to be addressed to and completed by financial and management staff. This is a fundamental problem of all surveys addressed to large organizations, whether they are public or private.

These two problems account for the limited amount of geographic and scientific detail in the published GERD. The amount of detail presented, for example, in the Canadian GERD as published by Statistics Canada is limited by the nature of the surveys, and the other data collection and analysis instruments. Nor is it possible to increase the amount of detail because this would require switching to new kinds of data collection instruments in a vastly expanded survey operation.

Another reason for the limited detail about sectors stems from the fact that R&D is often a secretive endeavor. Private sector companies usually want to surprise competitors with a new product. Thus the money spent on the R&D may be reported, but details about R&D projects would not. Similarly, a government department such as National Defense might report R&D expenditures but not the nature and detail of the respective R&D projects.

To summarize, the GERD serves as a general indicator of R&D activity and not as a detailed inventory of R&D projects within an organization, sector, or province. It is an estimate and as such can show trends in R&D expenditures by sector and sub-sector, by province and country, from year-to-year. In this capacity, the GERD estimates are sufficiently reliable for their main use as an aggregate indicator for science policy.

R&D performers and funders categorized

Sectoring

Considering that the GERD is the aggregate of the total R&D expenditures of the performing sectors, it is useful now to look at these sectors individually. Sectors are reviewed in terms of an international (OECD) framework for measuring R&D expenditures. There are four major sectors of R&D performance and five for funding:

• Government;
• Business enterprises;
• Higher education;
• Private non-profit organizations;
• Foreign (funding only).

The sectors for the GERD, as chosen and defined by the OECD, are based largely on existing United Nations classifications and in particular, the System for National Accounts (SNA). Under the general heading of "Institutional classifications", the OECD approach focuses on the characteristic properties of the performing and funding institutions. Each statistical unit is classified according to its principal economic activity and, consequently, the whole of the R&D resources of the unit classified are allocated to one sector or sub-sector.

Government

The OECD definition of this sector is: "All departments, offices and other bodies which furnish, but normally do not sell to the community, those common services, other than higher education, which cannot otherwise be conveniently and economically provided, as well as those that administer the state and the economic and social policy of the community. (Public enterprises are included in the business enterprise sector)".^Note 2

Public enterprises such as Petro-Canada and Ontario Hydro are excluded from this sector and included in the business enterprise sector. Many non-profit organizations and bodies, however, are included in this sector if they either serve or are controlled by government, or both.

In Canada the distribution of GERD amongst the government sub-sectors is published. The sub-sectors are the federal government, the provincial governments and the provincial research organizations (PRO's). Currently Canada has seven PRO's. They are the New Brunswick Research and Productivity Council, the "Centre de recherche industrielle du Québec (CRIQ)", the Industrial Technology Centre (Manitoba), the Saskatchewan Research Council, Yukon Research Centre, the Nunavut Research Institute and the Aurora Research Institute (Northwest Territory).

Business enterprise

This sector is composed of all firms, organizations and institutions whose primary activity is the production of goods or services for sale to the general public at a price intended approximately to cover at least the cost of production as well as non-profit institutes serving such firms. Included are government-owned enterprises such as Ontario Hydro and Canadian National Railways.

Higher education

This sector is composed of all universities, colleges of technology and other institutes of post-secondary education, whatever their source of finance or legal status. It also includes all research institutes, experimental stations and clinics operating under the direct control of or administered by higher education establishments.

A major source of data for the HERD estimation model is the Canadian Association of University Business Officers (CAUBO) Financial Information on Universities and Colleges (FIUC) survey. Of particular importance is sponsored research.

Private non-profit organizations (PNP)

This sector comprises private or semi-private organizations which are not established primarily with the aim of making a profit.

It consists of voluntary associations (scientific and professional societies, health-oriented groups), philanthropic foundations and research institutes supported by the associations and foundations. These kinds of institutions are usually maintained by fees, dues and donations from members and sponsors and by grants from governments and enterprises. They may also obtain revenue from the sale of their products such as publications or special studies.

Non-profit institutes and organizations excluded from this sector are those which are controlled by enterprises, government, or higher education. Such non-profit institutes and organizations are included with the respective sectors whose interests they mainly serve.

The PNP sector appears in both the performing and funding sector for the GERD for Canada. Commencing with reference year 2000, the data for the PNP sector performing research and development are not distributed by provinces, territories or the NCR. However, the national totals of research and development by performing sector include the PNP sector. The PNP sector continues to be distributed for the funding sector.

Foreign

The foreign sector is included in the GERD only as a funding sector, since by definition the GERD includes R&D performed within a country and funded from abroad but excludes payments made abroad for R&D. Thus, funding from the foreign sector is implicitly included in the intramural expenditures of the four performing sectors.

This sector includes all international organizations (except business enterprises), including facilities and operations within the country’s borders. Foreign-owned subsidiaries are not included in this sector (e.g., Ford Canada is, for the purposes for measuring R&D expenditures, a domestic organization in the Canadian business enterprise sector, even though its parent company is the Ford Motor Company of the United States).

Science type

Definition of natural sciences and engineering

The natural sciences and engineering field embraces the disciplines of study concerned with understanding, exploring, developing or utilizing the natural world. Included are the engineering, mathematical, life and physical sciences.

Definition of social sciences and humanities

The social sciences and humanities field embraces all disciplines involved in studying human actions and conditions and the social, economic and institutional mechanisms affecting humans. Included are such disciplines as anthropology, demography, economics, geography, history, languages, literature and linguistics, law, library science, philosophy, political science, psychology, religious studies, social work, sociology, and urban and regional studies.

Reference documents

Users interested in total R&D spending for a sector can refer to the CANSIM tables for the following surveys:

Gross domestic expenditures on research and development (GERD)

Detailed CANSIM tables:

• 358-0001 Gross domestic expenditures on research and development, by science type and by funder and performer sector.

Federal Science expenditures and personnel survey

Detailed CANSIM tables:

• 358-0142 Federal expenditures on science and technology and its components in current dollars and 2007 constant dollars
• 358-0143 Federal expenditures on science and technology and its components, by type of science and performing sector
• 358-0144 Federal expenditures on science and technology and its components, by activity and performing sector
• 358-0145 Federal intramural expenditures on science and technology and its components, by type of science for the National Capital Region
• 358-0149 Federal expenditures on science and technology and its components, by type of science, performing sector, Canada, provinces and territories

Research and Development in Canadian Industry (RDCI)

Detailed CANSIM tables:

• 358-0140 Business enterprise research and development (R&D) characteristics, by field of science or technology and North American Industry Classification System (NAICS)
• 358-0161 Business enterprise research and development (BERD) characteristics, by industry group based on the North American Industry Classification System (NAICS), provinces and territories
• 358-0207 Business enterprise intramural research and development expenditures, by sources of funds
• 358-0208 Business enterprise intramural research and development expenditures, by performing company employment size
• 358-0209 Business enterprise intramural research and development expenditures, by performing company revenue size
• 358-0210 Business enterprise intramural research and development expenditures, by research and development expenditure size

Higher Education Research and Development Estimates (HERD)

Detailed CANSIM tables:

• 358-0162 Provincial estimates of research and development expenditures in the higher education sector, by funding sector and type of science

Research and Development of Canadian Private Non-Profit Organizations

Detailed CANSIM tables:

• 358-0215 Private non-profit organizations research and development intramural expenditures, by type of science
• 358-0216 Private non-profit organizations research and development intramural expenditures, by sources of funds
• 358-0218 Private non-profit organizations payments for research and development performed by other organizations, by type of science

Notes