Reporting instructions

The following provides information to assist in completing the Monthly Coal Survey.
For assistance in completing this questionnaire, please call: 1-866-604-7828.

  • There are 2 separate coal products: Raw coal and clean coal. Clean coal section further subdivides in Metallurgical and Thermal coal.
  • For each product, please report to the nearest metric tonne and dollar. Do not duplicate amounts.
  • If the exact tonnages are not available, please provide your best estimate.
  • Please keep a copy of the questionnaire for your records.

Definitions

Bituminous Coal - A dense, black coal, often with well-defined bands of bright and dull material with a moisture content usually less than 20 per cent. Often referred to as soft coal it is used primarily for generating electricity, making coke and space heating.

Sub-bituminous Coal - A black coal used primarily for thermal generation with moisture content between 15 and 30 per cent.

Lignite - A brownish-black coal of low rank containing 30 to 40 per cent moisture and volatile matter (also known as brown coal in which the texture of the original wood is distinct). Used almost exclusively for electric power generation.

Coal Coke - A hard, porous product made from baking bituminous coal in ovens at high temperatures. Often used as a fuel and a reducing agent in smelting iron ore in a blast furnace.

Raw coal – Any type of coal (bituminous, sub-bituminous and lignite) as it is extracted from underground or surface mines. Raw coal can be used as is (especially lignite and sub-bituminous) in electric power generating plants, residential consume or other industrial activities. Higher quality coals such as bituminous are mostly send to preparation plants (also known as cleaning plants and washeries) in order to remove the moisture and debris.   

Metallurgical coal – High quality coal obtained in preparation plants after removing the moisture and debris from bituminous coal. Metallurgical coal includes PCI (pulverized coal injection) weak, soft and hard coals which are destined for coking or steel plants.  

Thermal coal – Medium quality coal obtained in preparation plants after removing the moisture and debris from bituminous coal. It is mostly used for electric power generation.

Completing the questionnaire

Section 1 - Mining and preparation plant activities

Line 1.1 – Gross underground run-of-mine production
Report the total amount of coal mined in underground facilities.

Line 1.2 – Gross surface run-of-mine production
Report the total amount of coal mined in surface facilities.

Line 1.3 – Sent to discard heap
Report the total amount of coal discarded as unusable from the total amount mined (underground and surface production).

Line 1.4 – Reclaimed from discard heap, tailing pond etc.
Report the total amount of coal reclaimed as usable from discard heap or tailing ponds.

Line 1.5 – Total net production
Obtained by adding gross underground and gross surface productions minus amount discarded plus amount reclaimed. (1.1 + 1.2 – 1.3 + 1.4).

Line 1.6 – Processed at preparation plant(s)
Obtained by adding Total net production and raw inventory – end of previous month, minus raw inventory - end of present month, plus or minus adjustments to or from other producers, minus marketable production of raw coal (1.5 + 1.8 – 1.9 +/-1.10 – 1.11). The amount should equal line 3.1 (total metric tonnes).

Line 3.3 – Plant losses
Report the amount coal lost during the preparation process at the plant (moisture debris etc).

Line 3.4 – Preparation plant output
Report the total amount of clean coal obtained after preparation at plant and eliminating the losses (3.1 – 3.3). The total preparation plant output is the sum of clean metallurgical and clean thermal coal.

Lines 1.8 and 3.5 – Raw/processed inventory – end of previous month
Report the inventories of raw/processed coal reported at the end of previous month. Must equal line 1.9 (3.6 respectively) from previous month report.

Lines 1.9 and 3.6 – Raw/processed inventory – end of present month
Report the inventory of raw/processed coal existent at the end of present month. The amount will be carried over as inventory at the end of previous month in next month report.  

Lines 1.10 and 3.7 – Adjustments
Report the amounts of raw or clean coal received from or transferred to other producers.   

Lines 1.11 and 3.8 – Marketable production
Report the total amount of raw and clean coal disposed during the month (raw = 1.5 – 1.6 + 1.8 – 1.9 +/- 1.10; clean = 3.4 + 3.5 – 3.6 +/-3.7)

Section 2 – Disposal section

Lines 2.1 and 4.1 – Within province electric power generating plants
Report the amount of raw and clean coal (metallurgical and thermal) sold to electric power generating plants within province and the correspondent dollar values.

Lines 2.2 and 4.2 – Industrial consumers
Report the amount of raw and clean coal (metallurgical and thermal) sold to industrial consumers within province and the correspondent dollar values.

Lines 2.3 and 4.3 – Coke plants (including char)
Report the amount of raw and clean coal (metallurgical and thermal) sold to coke plants within province and the correspondent dollar values.

Lines 2.4 and 4.4 – Residential consumers (including employees)
Report the amount of raw and clean coal (metallurgical and thermal) sold to residential consumers within province and the correspondent dollar values.

Lines 2.5 and 4.5 – Company use (boilers, etc.)
Report the amount of raw and clean coal (metallurgical and thermal) used by your company and the correspondent dollar values.

Lines 2.6 and 4.6 – Other (specify)
Report the amount of raw and clean coal (metallurgical and thermal) sold to other clients (e.g. Farmers) within province and the correspondent dollar values.

Lines 2.7 and 4.7 – Total disposal within province
Report the total amounts of raw and clean coal sold and used within province and the correspondent total dollar value (raw = 2.1 to 2.6; clean = 4.1 to 4.6).

Lines 2 and 4 – Other provinces (specify)
Report the amount of raw and clean coal (metallurgical and thermal) sold to customers in other provinces and the correspondent dollar values. Please specify the total amounts sold and the dollar values for each province.

Lines 2.19, 2.20, 419, and 4.20 – To shipping port – Atlantic or Lake Superior/Pacific
Report the total amount of raw and clean coal shipped to the Atlantic or Lake Superior and Pacific ports and the correspondent dollar values. The value of shipments to port should reflect the real market value. Therefore a value based on the estimated selling value at the port minus transportation costs from mine would be appropriate.

Lines 2.21 and 4.21 – To U.S.A. by road or rail
Report the amount of coal shipped to U.S.A by rail or road and the correspondent dollar value.

Lines 2.22 and 4.22 – Total disposal from mine
Report the total amount of coal disposed within province, to other provinces and to ports and their correspondent dollar values (raw = 2.1 to 2.21; clean = 4.1 to 4.21). Total disposal from mine should equal marketable production.

Section 3 – Atlantic or Lake Superior Ports

Lines 2.23 and 4.23 – Port inventory at end of previous month
Report the inventories of raw/clean coal reported at the end of previous month. Must equal line 2.24 (4.24 respectively) from previous month report.

Lines 2.24 and 4.24 – Port inventory at the end of present month
Report the inventory of raw/processed coal existent at the end of present month. The amount will be carried over as inventory at the end of previous month in next month report. 

Lines 2.25 and 4.25 – Shipments from port (specify)
Report the amounts of raw and clean coal shipped from port to specific destinations.

Lines 2.26 and 4.26 – Adjustments to or from other producers (specify)
Report the amounts of raw or clean coal received from or transferred to other producers (raw = 2.19 + 2.23 – 2.24 – 2.25; clean = 4.19 + 4.23 – 4.24 – 4.25).

Section 4 – Pacific Port

Lines 2.27 and 4.27 - Port inventory at end of previous month
Report the inventories of raw/clean coal reported at the end of previous month. Must equal line 2.28 (4.28 respectively) from previous month report.

Lines 2.28 and 4.28 – Port inventory at the end of present month
Report the inventory of raw/processed coal existent at the end of present month. The amount will be carried over as inventory at the end of previous month in next month report. 

Lines 2.29.559 and 4.29.559 – Shipments from port – Japan
Report the amounts of coal shipped to Japan during the month and their correspondent dollar values.

Lines 2.29 and 4.29 – Shipments from port (specify)
Report the amounts of raw and clean coal shipped from port to specific destinations and their correspondent dollar value.

Lines 2.38 and 4.38 – Shipments from port to British Columbia customers
Report the amounts of raw and clean coal shipped from port to specific destinations within the province of British Columbia and their correspondent dollar value. 

Lines 2.30 and 4.30 – Adjustments to or from other producers (specify)
Report the amounts of raw or clean coal received from or transferred to other producers (raw = 2.20 + 2.27 – 2.28 – 2.29 – 2.38; clean = 4.20 + 4.27 – 4.28 – 4.29 – 4.39).
Estimated Exports Marketing Expenses - Report the average cost/metric tonne for transportation to port, loading and handling at port and other costs related to port activity.

Section 5 – Provincial data (complete the appropriate provincial section)

Report the export marketing expenses as an average cost/metric tonne for transportation to port, loading and handling at port and other port expenses (specify). The information in this section refers to staff employed at each mine and the number of hours worked.

Provincial data – Section 1 – Alberta
Report the average daily work force during reporting month. Include all employees at site (staff, hourly), mine number and the staff employed by run of mine production (metallurgical or thermal).

Provincial data – Section 1 – British Columbia
Report the number of employees receiving pay on last working day of the month whether paid on monthly, weekly, hourly or piece work basis. Provide the number of workers employed at the site by type of activity (Mine and related, administrative and office, and other) and by location of activity (surface, underground, preparation plant). Report the salaries and wages in thousands of dollars. If Pulverized Coal Injection is produced / sold please provide the volume (metric tonnes) and dollar value for marketable production, total disposal from mine and total shipment from port (Atlantic or Pacific).

Concepts, definitions and data quality

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

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

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

1. Sales of goods manufactured

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

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

2. Inventories

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

3. Orders

a) Unfilled Orders

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

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

b) New Orders

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

4. Non-Durable / Durable goods

a) Non-durable goods industries include:

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

b) Durable goods industries include:

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

Survey design and methodology

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

Concept Review

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

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

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

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

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

Methodology

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

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

Components of the Survey Design

Target Population and Sampling Frame

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

The Sample

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

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

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

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

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

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

Data Collection

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

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

Use of Administrative Data

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

Effective from the January 2013 reference month, the MSM derives sales of goods manufactured data for non-incorporated establishments (e.g. the self employed)  from  T1 files. A statistical model is used to transform T1 data into sales of goods manufactured data. 

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

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

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

Data quality

Statistical Edit and Imputation

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

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

Revisions

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

Estimation

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

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

Benchmarking

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

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

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

Data confrontation and reconciliation

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

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

Sampling and Non-sampling Errors

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

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

1. Sampling Errors

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

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

2. Non-sampling Errors

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

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

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

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

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

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

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

Measures of Sampling and Non-sampling Errors

1. Sampling Error Measures

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

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

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

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

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

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

CV(X) = S(X)/X

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

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

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

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

Text table 1: National Level CVs by Characteristic
Table summary
This table displays the results of text table 1: national level cvs by characteristic. The information is grouped by month (appearing as row headers), sales of goods manufactured, raw materials and components, goods / work in process inventories, finished goods manufactured inventories, unfilled orders and inventories, calculated using % units of measure (appearing as column headers).
Month Sales of goods manufactured Raw materials and components Goods / work in process inventories Finished goods manufactured inventories Unfilled Orders
inventories
% % % % %
Jan-12 0.88 1.30 1.83 1.38 2.76
Feb-12 0.85 1.35 1.84 1.39 2.91
Mar-12 0.89 1.37 1.80 1.38 2.97
Apr-12 0.87 1.37 1.82 1.40 2.94
May-12 0.89 1.29 1.76 1.46 2.89
Jun-12 0.90 1.28 1.81 1.48 2.80
Jul-12 0.86 1.32 1.91 1.51 2.22
Aug-12 0.86 1.25 1.78 1.44 1.70
Sep-12 0.82 1.27 1.78 1.43 1.42
Oct-12 0.87 1.31 1.75 1.43 1.32
Nov-12 0.87 1.31 1.80 1.40 1.27
Dec-12 0.86 1.35 1.91 1.44 1.20
Jan-13 0.91 1.37 1.91 1.32 1.17

 

2. Non-sampling Error Measures

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

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

The definitions for the weighted rates noted in Text table 2 follow. The weighted response and edited rate is the proportion of a characteristic’s total estimate that is based upon reported data and includes data that has been edited. The weighted imputation rate is the proportion of a characteristic’s total estimate that is based upon imputed data. The weighted GST data rate is the proportion of the characteristic’s total estimate that is derived from Goods and Services Tax files (GST files). The weighted take-none fraction rate is the proportion of the characteristic’s total estimate modeled from administrative data.

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

Text Table 2: National Weighted Rates by Source and Characteristic
Table summary
This table displays the results of text table 2: national weighted rates by source and characteristic. The information is grouped by characteristics (appearing as row headers), data source, response or edited, imputed, gst data and take-none fraction, calculated using % units of measure (appearing as column headers).
Characteristics Data source
Response or edited Imputed GST data Take-none fraction
% % % %
Sales of goods manufactured 85.00 4.41 5.08 5.52
Raw materials and components 73.33 19.70 0.00 6.97
Goods / work in process 78.05 15.87 0.00 6.08
Finished goods manufactured 75.78 18.03 0.00 6.19
Unfilled Orders 89.78 5.06 0.00 5.16

Joint Interpretation of Measures of Error

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

Seasonal Adjustment

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

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

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

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

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

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

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

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

Trend

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

Real manufacturing sales of goods manufactured, inventories, and orders

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

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

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

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

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

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

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

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

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

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

Revision of the Passenger Vehicle Parts, Maintenance and Repairs Index of the Consumer Price Index (CPI), beginning with the April 2013 CPI

Background

The Consumer Price Index (CPI) measures the rate at which the prices of representative goods and services change over time in a fixed consumer basket. Statistics Canada periodically reviews and updates the concepts and methods applied to the various components of the CPI program to ensure it accurately reflects changes in the market and in the behavior of consumers.

The Passenger Vehicle Parts, Maintenance and Repairs Index, part of the CPI, has been updated with the April CPI release on May 17, 2013. The Passenger Vehicle Parts, Maintenance and Repairs Index component accounts for 1.8% of the 2011 CPI basket and belongs to the Transportation Index, a major component of the CPI.

The market structure for the Passenger Vehicle Parts, Maintenance and Repairs Index has experienced relatively important changes over the past few years. For example, as a result of quality improvements, some vehicle parts are not replaced as often for newer vehicles, which may potentially affect product classification and weights. The methodological review of the Passenger Vehicle Parts, Maintenance and Repairs Index was conducted in order to have an index that captures these changes in the classification of products and services, as well as in their relative importance.

The Passenger Vehicle Parts, Maintenance and Repairs Index Review

The following changes have been made to the index:

  1. The sample and the classification of the Passenger Vehicle Parts, Maintenance and Repairs Index has been updated to represent the most important parts and repair services purchased by Canadian automobile drivers during the life cycle of their passenger vehicles. The new classification includes two categories of vehicle parts and three categories of repair services. Prices are collected for 17 different parts and services that belong to these five categories and for various popular models/years of vehicles aged four to eight years. This represents an important simplification to the product sample as compared to the previous product sample, while maintaining the same level of representativeness. Prices were previously collected for 40 different parts and services to calculate this index, a process which created a high response and processing burden. The five categories of the classification have been selected as the most important and representative ones based on industry data over a 5-year period.
  2. New representative products (RPs) have been defined for the five categories of parts and repair services and for two types of vehicles (cars as opposed to trucks, vans or SUVs). For some categories of parts and services, there is more than one representative product. This aims at taking into account the potential differentiation of price movements by type of vehicle or by product quality. Prices are collected for these new representative products for a number of popular vehicles. Popular vehicles were identified using a database on counts of new car sales available at the provincial/territories level from 2004 to 2009.
  3. The price collection frequency has been increased from twice a year (April and November) to four times a year (January, April, July and October).
  4. The outlet sample has been reviewed to ensure it is more representative and to reduce response burden. The new outlet sample is selected from a target population which consists of all relevant locations on Statistics Canada's Business Register (BR). Those locations are classified by industry, using the North American Industry Classification System (NAICS 2012), along with the revenues from the sales by commodity group (Passenger Vehicle Parts, Maintenance and Repairs) derived from Statistics Canada's Quarterly Retail Commodity Survey (QRCS) as well as the Annual Survey of Service Industries: Repair and Maintenance Service. The NAICS codes included in the target population are 4411 (Automobile dealers), 4413 (Automotive Parts, Accessories and Tire Stores), 4471 (Gasoline Stations), 4521 (Department stores), 4529 (Other general merchandise stores) and 8111 (Automotive Repair and Maintenance).
  5. The outlet sample review involved a reduction in the number of outlets along with a geographic rebalancing to ensure that there is adequate coverage across the regions. previously collected. Another important consideration was adequate diversification in the types of outlets that would be surveyed. There is now a better mix of outlets that is more representative of where consumers purchase parts and services for their vehicles.

The updated methodology will contribute to making the CPI a better reflection of changing consumption patterns and product characteristics. In future, parts and services classes, the samples of products, model/year vehicles and outlets will also be updated more frequently. This regular update process will more effectively capture product substitutions. As well, new products or new varieties of existing products will be introduced into the classification and product sample in a more timely fashion than in the past.

This short form questionnaire has been designed for use by respondents whose operations are such that the long form is not necessary.  As a consequence, this short form does not request data on refinery operations. Further, only the major refined petroleum products are indicated.  However, respondents are requested to complete one "Other Product" section for each additional product (from the list below) in which they deal.

Additional Products

  • Butane and butane mixes
  • Petrochemical feedstocks
  • Naphtha specialties
  • Aviation gasoline
  • Aviation turbo fuel (Kerosene type)
  • Aviation turbo fuel (Naphtha type)
  • Asphalt
  • Petroleum coke (including coke from catalytic cracker)
  • Wax and candles
  • Unfinished products

a) Transfers ‑ Inter-products

Report the net movement of product into or out of another product within a given province.  Such transfers should be restricted to marketing purposes where, for example, the situation requires the sale of diesel as light fuel oil.

Net transfers into a product are to be shown on that product page as a positive entry, and net transfers out of a product are to be shown on the relevant product page as a negative entry.  The sum of all such product movements should thus equal zero.

b) and c)  Transfers ‑ Inter-provincial in and Transfers Inter-provincial out

Report the gross movement of each product between provinces.  The company holding title to the product as it crosses a provincial boundary will report the amounts involved. Do not report transfers made for another account if ownership lies with the other company. Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

Note 1:  An inter-provincial transfer may be necessary following an import or a receipt from a reporting or non-reporting company.

The following example illustrates how a combined inter-provincial transfer and inter-product transfer should be recorded.

Company "A" purchases diesel fuel oil from Company "B" in Quebec (both are respondents to this survey) and the change in ownership takes place in Quebec.  Company "A" then sells this product as light fuel oil in Ontario.

Company "A" should report the following:

  • (i) A receipt "From other reporting companies" of diesel fuel in Quebec, (line 7).
  • (ii) An inter-provincial transfer of diesel fuel out of Quebec, into Ontario (lines 5 and 6).
  • (iii) An inter-product transfer out of diesel fuel into light fuel oil in Ontario (line 2).

Company "B" should report only a delivery of diesel fuel "to other reporting companies" in Quebec (line 12).

Note 2:  For each product, the Canadian level total shown on line 5 must equal that reported on line 6.

d) Receipts from Other Reporting Companies

Receipts from and deliveries to another reporting company relate to situations where a change in title to the product being transferred has occurred even if the product remains in the tanks of the "delivering" company.  This concept of "receipts" and "deliveries" therefore obviously affects the measurement of inventories ‑ see sections g) and h) of these instructions.

Report all receipts of product from any companies listed on the back of the first page of the questionnaire. Include actual receipts emanating from sales agreements, processing agreements, exchanges, loans, etc.  Exclude, however, loan agreements, exchanges, loans, etc., which are based on future production. The quantities reported as receipts should agree with the amounts shown on the delivering companies' invoices or delivery notices and should be entered under the provinces where the change in title occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates.  If all or any part of the amounts received are then shipped to another province before disposition, please make the appropriate inter-provincial transfers entries (lines 5 and 6).

Receipts of LPG's from gas processing plants should be recorded on line 8 "Receipts from non-reporting companies" even though such plants could be owned by reporting companies.
If refinery-produced butane is purchased from another reporting company for blending into some other product, show both the receipt of the butane and an "Inter-product transfer" to the appropriate product.

Details of inter-company transactions are required where the transactions are for amounts of 200 cubic metres or more.

Please report the receipts in the same product classifications as those shown on the delivering companies' invoices.  If all or any part of the amounts received are used in product classifications other than those shown on the invoices, the receiving company must make the appropriate inter-product transfer entries on line 2.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount received from each.  For each province, the sum of these amounts should agree with line 7 entries on the front of the page.

e) Receipts from Non-reporting Companies

Report all receipts of product from any companies whose names do not appear on the "List of Reporting Companies" (see back of the first page of the questionnaire).

Note 1:  "Paybacks" of quantities of product delivered in a previous month to a non-reporting company and originally reported as a "Net sale in Canada" (under an exchange agreement), should not be recorded and "corrected" in the current month as "negative" receipt (line 8) or as a "negative" sale (line 16).  Instead of adjusting a current month for a previous entry, please inform Statistics Canada by way of a note, indicating in detail the nature of the transaction.

Note 2:  On the reverse side of the product pages, please enter the names of the "non-reporting" companies involved and the amounts received from each.  For each province, the sum of these amounts should agree with line 8 entries on the front of the page.

f) Imports

Report the physical receipts of finished and unfinished products received from sources outside Canada. The company which clears the product through customs, or on whose behalf it was cleared, should report the import.  If all or any part of the amount imported is used in a product classification other than that indicated on the customs entry document, the appropriate inter-products transfer must be made (line 2). Similarly, if the product is transported to a province other than that indicated on the entry form, the proper inter-provincial transfer (lines 5 and 6) must be made after recording the import in the province of entry.

g) and h)  Inventories

Report all marketing inventories.  The opening inventory for the reporting month should match the reported closing inventory of the previous month. Inventories should include those that result from inter-company transactions.  As a consequence, if a change in title of a product has occurred (and has been reported), even if the product remains in the tanks of the "delivering" company, this product should nonetheless be reported as inventory of the "receiving" company.  Inventories should not include any quantities of product linked to future production for the purpose of loan or repayment.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision.  When such revisions are made, respondents should be guided by the following:

  • Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
  • Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly.  Revised figures for the previous (incorrectly reported) month should also be provided.

i) Deliveries to Other Reporting Companies

Report all deliveries of product to any companies listed on the reverse side of the first page of the questionnaire.  Include actual deliveries emanating from sales agreements, processing agreements, exchanges, loans, etc.  Exclude, however, any agreements, exchanges, loans, etc. based on future production.  The quantities reported as deliveries should be credited to the province where the change in ownership occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Terminal or Bulk plant gates.

Details of inter-company transactions are required where the transactions are 200 cubic metres and over. On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount delivered to each.  For each province, the sum of these amounts should agree with line 12 entries on the front of the page.

j) Exports

Report all sales of finished or unfinished products for export (include domestic sales known for export market) outside Canada credited to the province of exit.  Note that any inter-provincial movement should be recorded as an inter-provincial transfer on lines 5 and 6.

k) Losses & Adjustments

Report all marketing losses due to metering differences, shrinkage, spillage, etc.  Include also any adjustments caused by inventory revisions.

l) Own Consumption

Report all amounts of product produced or purchased and used in company operations.  Exclude petro-chemical feedstocks shipments to own petro-chemical complexes, and own production fuels used to generate electricity, to heat office buildings and to move goods (by air, road or ship).  These products should be reported on line 16 ‑ Net Sales in Canada.

m) Net Sales in Canada

Report all sales of finished and unfinished products (exclude domestic sales known for export market) for the provinces where such sales have taken place.

Note: Net Sales include any Ethanol/Methanol, MTBE/ETBE (Methyl or Ethyl-Tertiary-Butyl-Ether), TAME (Tertiary-Amyl-Methyl-Ether), TBA (Tertiary-Butyl-Alcohol) and other components blended into gasoline which has been added before final sale of any motor gasoline.  This line is the sum of lines 7 to 10 (Receipts from Other Reporting companies + Receipts from Other Non-Reporting Companies + Imports + Opening Inventories), and lines 2 and 5 (Transfers Inter-Products + Inter-Provincial Transfers In) LESS lines 11 to 15 (Closing Inventories, Deliveries to Other Reporting Companies, Exports, Losses and Adjustments, and Own Consumption) and LESS line 6 (Inter-Provincial Transfers Out).

This figure should thus agree with the total monthly sales, by product and province, actually made by the company, less any sales "to other reporting companies" (line 12) and less any direct exports (line 13).

n) Page 5, Line 17 ‑ All Sales of Motor Gasoline Through Retail Pumps

Report here all sales of motor gasoline (including any ethanol/ methanol, MTBE/ETBE, TAME, TBA and other similar additives added) to retail outlets, including marinas, irrespective of the type of ownership or operation.  Include own brands, subsidiary brands, or an authoritative estimate of retail sales of the respondent's jobbers, resellers, agents, etc.

Note: Any "Card-lock" (Key-lock) facility sales should not be included in this category.

Page 7, Line 17 ‑ Volume of Net Sales (low sulphur content)

Report here all sales of diesel fuel oil with sulphur content lower than 0.05%.

Page 9, Line 17 ‑ Volume of Net Sales (low sulphur content)

Report here all sales of heavy fuel oil with sulphur content lower than 1.0%.

Page 11 ‑ Total, All Products

This section of the report is the sum of all products reported.

Note 1:  The totals of all inter-products transfers (line 2) should add to "zero".

Note 2:  The Canadian total line 5 should equal the total of line 6.

Supplement ‑ Motor Gasoline Sales: Disposition of Motor Gasoline

1. Sales by "Grade"

Report here by grade (Premium, Mid-grade, Regular no-lead and Regular leaded) a breakdown of the net sales shown on page 5 line 16 of the motor gasoline section.

2. Components Blended into Motor Gasoline

a) Report all quantities of alcohols:

  • Line 6 (i) Ethanol – A light volatile alcohol intended for gasoline blending.

  • Line 7 (ii) Methanol – The simplest alcohol blended to increase the oxygen level in gasoline. Also called methyl alcohol, wood alcohol and wood spirit.

  • Line 8 (iii) TBA (Tertiary Butyl Alcohol) – An alcohol primarily used as a chemical feedstock, a solvent or feedstock for isobutylene production for MTBE.

b) Report all quantities of ethers such as

  • Line 9 (i) MTBE (Methyl tertiary butyl ether) – A gasoline additive produced from methanol and isobutylene used to increase the octane number and oxygen content of gasoline.
    (ii) ETBE (Ethyl tertiary butyl ether) – A gasoline additive produced from ethanol and isobutylene for increasing the octane rating and oxygen content of gasoline while reducing its volatility.  Similar to MTBE.
    (iii) TAME (Tertiary amyl methyl ether) – An oxygenate blend stock formed by the catalytic etherification of isoamylene with methanol.

c) Report all other blending components.


Annex 1: Product Classification of Refined Petroleum Products

The following list should be used as a guide when completing the questionnaire.  As it is not feasible to list all brand names in use in the industry, this list is intended only to give a reasonable sample of product names that have been established by common use.  It should be noted that, where descriptive names do not provide adequate identification, the emphasis for classification purposes has been put on the end use of the product. In cases where products have brand names that are misleading for classification purposes, or are re‑brands of basic products, classification should be determined according to the basic products used, e.g. Weed Killer (Naphtha Specialties), Pole Treating Oil (Heavy Fuel), Dust Layer (Asphalt), etc.

Product Classification of Refined Petroleum Products
Table summary

This table displays the results of Product Classification of Refined Petroleum Products. The information is grouped by Product Category (appearing as row headers), Description (appearing as column headers).
Product Category Description
1. (a) Propane and propane mixes A normally gaseous paraffinic compound (C3 H8) extracted from refinery gases.
(b) Butane and butane mixes A normally gaseous paraffinic hydrocarbon (C4 H10 ) extracted from refinery gases.
2. Petrochemical feedstocks Refinery gases or other petroleum derivatives to be used as a raw material in a petrochemical complex.
3. Naphtha specialties Industrial and commercial solvents, lighting naphtha, mineral spirits and paint thinners.
4. Aviation gasoline All gasoline type fuels for piston-type aircraft engines.
5. Motor gasoline All gasoline type fuels for internal combustion engines other than aircraft.
6. Aviation turbo fuel.
(Kerosene type)
All kerosene type fuels (JetA-1) for turbo-jet or straight jet type aircraft engines.
7. Aviation turbo fuel.
(Naphtha type)
All naphtha type fuels (Jet B) for turbo-jet or straight jet type aircraft engines.
8. Kerosene, stove oil Kerosene, mineral lamp oil, no.1 fuel oil
Stove oil (including all vapourizing burning oil).
9. Diesel fuel oil. All grades of distillate fuel sold for diesel engine use including low sulphur content (with sulphur content lower than 0.05%).
10.  Light fuel oil (nos.2 and 3) All distillate type fuels for power burners
Fuel oil No. 2 (heating oil No. 2)
Fuel oil No. 3 (heating oil No. 3)
Furnace fuel oil
Gas oils
Light industrial fuel
11.  Heavy fuel oil (Nos. 4, 5 and 6). All grades of residual type fuels including low sulphur (with sulphur content lower than 1%) for both steam and diesel engines.
Bunker B and Bunker C
Fuel oils Nos.4, 5 and 6
Residual fuel oil.
12.  Asphalt Asphalt flux, asphalt primers, asphaltic saturants, bitumuls, briquetting binder, cutback asphalts, liquid or solid asphalts, oxidized asphalt, paving compounds, road oil, roofing compound, fluxes or primers.
13.  Petroleum coke..
(including coke from catalytic cracker)
All petroleum coke included.
Petroleum coke is obtained mainly by cracking and carbonising of residue feedstocks, tar and pitches in processes such as delayed coking or fluid coking. The two most important qualities are green coke and calcinated coke. This category also includes catalyst coke deposited on the catalyst during refining processes: this coke is not recoverable and is usually burned as refinery fuel.
14.  Lubricating oil and grease. All oils and greases of petroleum origin manufactured or sold for lubricating purposes.
Automotive or industrial oils which may be described as having special properties other than lubricating alone, such as brake fluids, automatic transmission oils or coolants and rust preventatives.
Cordate oils.
15.  Wax and candles.. All types of paraffin candles, crude scales waxes, dark raw waxes, microcrystalline wax and paraffin waxes.
16.  Unfinished product Imports or purchases of blending agents in inventory where the end product may be in doubt.
17.  Total all products.. Grand total of all Petroleum Products.

Section A Concerns Refining Companies Only

Section A ‑ Refinery Supply of Crude Oil and Equivalent - Page 1

Note: Please ensure that data reported in questions 1 through 8 do not include any crude tops, crude bottoms or partially refined products.  Please refer to question 9 for the treatment of such products.

1. Receipts From Fields In

Report actual receipts at refineries of all domestic crude oil and equivalent for refinery consumption or storage excluding any propane or butanes received for refinery processing, blending or for sale as specification product. Give separate figures for receipts from each supply region, credited to the province or region in which the refinery is located.

Supplying regions are Western and Eastern Canada:
Western   =   Manitoba, Saskatchewan, Alberta, British Columbia, Northwest and Yukon Territories.
Eastern   =  Specify: Newfoundland and Labrador, Prince Edward Island, Nova Scotia, New Brunswick, Québec and Ontario.

2. Imports From

Report actual imports of all foreign crude oil and equivalent at refineries.  Give separate figures for each supplying foreign country, credited to the province or region in which the refinery is located.

3. Grand Total of Receipts

This total (line 17) must agree, by province or region, to the sum of lines 3 (domestic) and 16 (imported).

Note: If your refinery has been involved in the exchange of crude in the surveyed month, it should be reported on question 4.

  • (i) By pipeline
    Report the total of all domestic and foreign crude oil and equivalent actually received into refinery tankage from pipeline, for refinery consumption.
    These reported receipts from pipelines must agree with the deliveries to refineries as reported by the pipeline companies to Statistics Canada.

  • (2) By other means
    Report the total of all domestic and foreign crude oil and equivalent actually received into the refinery from means other than pipelines, i.e. tank car, tank truck, tankers, etc.

Note 1:  The sum of (i) and (ii) must agree, by province and region, with the entry "Grand total of receipts" line 17.

Note 2:  Transfers by a reporting company from itself to itself in the current month from one province to another of crude and equivalent reported as a receipt in a previous period should be treated as follows: the amount transferred should be shown as a negative in the "Delivering" province and as a positive in the "Receiving" provinces on the relevant line/lines of questions 1 and 2 (i.e. lines 1 through 16).  In this manner a "double-count" of crude from domestic or foreign sources will be avoided.

Transfers of crude and equivalent from one province to another sent "by other means" but received by "pipeline" should be shown as a negative quantity in line 19 "other means" in the "delivering" province and as a positive quantity in "pipeline" line 18 in the "receiving" province. The reverse can obviously also apply.

4. Transfers ‑ to other reporting companies and from other reporting companies

Report here any domestic and imported crude oil, condensate and pentanes plus which has been transferred to other reporting companies and/or which has been received from other reporting companies.

5. Inventories

Inventories reported must be in refinery tankage only. Do not include pipeline fill. Report, by province or region, both crude oil and equivalent held in inventory at the beginning and the end of the month.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision.  When such revisions are made, respondents should be guided by the following:

  • Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
  • Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly.  Revised figures for the previous (incorrectly reported) month should also be provided.

6. Losses and Adjustments

Report any losses due to spillage, metering differences, etc. after receipt of the crude into refinery storage.  Also include any adjustments caused by inventory revisions.

7. Total Crude and Equivalent Charged

Indicate the total quantity of crude oil and equivalent run to stills.  Total crude and equivalent charged (line 25) should correspond to grand total of receipts (line 17) minus transfers to other reporting companies (line 20) plus transfers from other reporting companies (line 21) plus opening inventories (line 22) minus closing inventories (line 23) minus losses and adjustments (line 24).

Section A ‑ Feedstocks charged - Page 2

8. Crude and Equivalent Charged, By Type

The total reported at line 25 of page 1 should be reported according to the five following categories:

  • (i) Conventional Crude Oil, Light/Medium — all crude of 26o API and over, but excluding processed synthetic production (Syncrude, Suncor), condensate and pentanes plus.
  • (ii) Conventional Crude Oil, Heavy — all crude under 26o API (900 kg) which in its natural viscous state could initially be recovered with primary pumping techniques (based on Alberta Energy Utilities Board).
  • (iii) Synthetic Crude Oil — the processed production from Syncrude, Suncor and any future similar synthetic crude plants.  In terms of specific gravity, this oil is classified as "light".
  • (iv) Crude Bitumen — heavy oil, normally below 20o API, never recoverable at a commercial rate without in-situ technology.  This oil is produced from the defined Oil Sands areas of Alberta, as is Synthetic Crude of (iii) above.
  • (v) Condensate and Pentanes — those low density oils having an API rating over 40o API.

9. Other Materials Used in Operation

The following explanation concerns refinery, feedstocks, other than crude oil, includes any materials:

  • a. commingled with the crude charged
  • b. charged directly through the distillation tower
  • c. charged into refinery processing units such as alkylation’s, cracking, reforming, etc.

Other materials used in operation must be materials received from sources external to the reporting refinery.  These must not include any internal reprocessing of materials withdrawn from inventories or from refinery recycling operations.

Note 1:  Excludes internal reprocessing of unfinished products produced and reported in a previous month.  If unfinished products are being recharged to a process within the same refinery, the derived production would be transferred from page 21 to the appropriate products using the "inter products transfers" line.
Includes unfinished products received from other refineries which will be charged into the refinery process.  See annex 2 for definition of unfinished products.

Note 2:  LPG's received from outside the refinery and used for blending or sold as such should not be included.

For each of the following products, indicate the quantity charged, and if imported, please indicate the country of origin in the stub.

  • (i) Crude tops — that portion of the crude oil input that remains after the refinery (e.g. asphalt plant) has extracted the desired heavy products and which portion must be transferred to another refinery for further processing.
  • (ii) Crude bottoms — that portion of the crude oil input that remains after the refinery has extracted the desired light products and which portion must be transferred to another refinery for further processing.
  • (iii) Liquefied petroleum gases
  • (iv) Natural gas used as a refinery feedstock (exclude any natural gas used for heating or as fuel). Such natural gas should be expressed in cubic metres of heavy fuel oil equivalent.
  • (v) Lubricating oils and lubricating base stock etc. to be reprocessed.
  • (vi) Other feedstock including additives.

Note:   Each of the products listed above must appear as a receipt at lines (5), (7), (8) or (9) of Section B of the questionnaire on the page of the most appropriate product.  Further, the quantity must also appear at line 3 "Transfers to Refinery Feedstocks" of the same product page.  The resultant "production" (line 1) of any given refined product will thus be the production from both 'crude and equivalent' and 'other materials charged'.

For example, a quantity of Butane, commingled with crude charged must be shown in 4 places:

  1. an input on page 2 line 8 "Liquefied petroleum gases".
  2. on the most appropriate product page "Butane" page 4. In this example line 8 as a receipt from a non-reporting company.
  3. transfer to refinery feedstock line 3 of the Butane page.
  4. refinery production line 1 for possibly several products.

Total Other Materials Charged as Feedstock

Indicate the sum of items reported on lines 6 through 11.  This figure should agree with line 3, page 22.

10. Total Feedstocks Charged

Indicate the sum of "Crude Oil and Equivalent Charged" (line 25, page 1) and "Other Materials Charged" (line 12, page 2).  This figure should agree with line 1, page 22.

Section B Concerns Both Refiners and Distributors

Section B ‑ Refiners petroleum products - pages 3 to 23

Except where indications are given to the contrary, the following instructions relate to all the products shown on the questionnaire numbered 1 to 18, except for product #17, "refinery losses", where lines 1 and 14, are the only lines to apply.

a) Refinery Production

Report, by province or region in which the refinery is located, the calendar month's refinery production from crude oil and equivalent and from other materials used in the refining operation.  Production of each product should be measured on a "net yield" level; that is, the stage after exchanges between the various processes of the refinery.

However, for propane and propane mixes ‑ Product 1(A), and butane and butane mixes ‑ Product 1(B), report all refinery production of these products intended:

  1. for own use at the refinery, including:
    • (i) butane for blending with motor gasoline
    • (ii) LPG's used as petrochemical feedstocks In these two instances, the quantities of LPG's used for these purposes, should initially be reported at a) production line 1 and then at b) Inter-product Transfers line 2 on the LPG pages.
    • (iii) all other refinery own use
  2. for sale as such
  3. for inter‑provincial transfer or for sale to other reporting companies even though the eventual use of the product may be for blending into some other product.

Under no circumstances should propane or butanes be shown as unfinished products merely because of doubt regarding final disposition.

Further, for Petrochemical Feedstocks ‑ Product 2, page 5 report refinery gases and other first derivates of petroleum used internally ‑ or sold ‑ as raw material for the production of petrochemical products.  (However, the production of LPG's for petrochemical feedstock must be treated in the manner described above, namely that the quantity of LPG's used as petrochemical feedstock will initially be shown as production on the LPG's pages and will then be transferred to the petrochemical feedstock page by use of the interproduct transfer line 2).  Petrochemical feedstock are therefore defined as those products fed into crackers to produce such basic petrochemicals as ethylene, propylene, butylenes, butadiene, benzene, toluene, and xylene: Exclude from petrochemical feedstocks naphtha used to make hydrocarbon solvents see "Naphtha Specialties".  For a more detailed description of the method of treating petrochemical feedstocks, see Annex I.

Finally, in the case of refinery losses, product 17, page 20, since there is produced a greater volume of finished products (whose specific gravity is lighter than the raw material input run to stills) than the volume of feedstock charged, this section is normally used to balance production to "Runs to stills" by means of a negative entry.  Respondents should make proper use of this section, and not incorrectly enter negative production figures in "Unfinished products", product 18, as the balancing item.

b) Transfers ‑ Inter‑products

Report the net movement of product into or out of another product within a given province.  Since the production is measured at the 'net yield' level, the inter-product transfer line should be restricted to marketing purposes where for example, the situation requires the sale of Diesel as, say, Light fuel oil.

Net transfers into a product are to be shown on the product page without parentheses e.g. 12,345.
Net transfers out of a product are to be shown as in parentheses e.g. (12,345).

Exception 1: In product 1A Propane and propane mixes page 3 and 1B Butane and butane mixes page 4, the inter-product transfers line is to be used for other than market­ing purposes; that is, to record transfers to Petrochemical feedstocks and to Motor Gasoline.  The same amounts must also be reported on the petrochemical feedstock and/or Motor gasoline product pages.

Exception 2: For product 18, Unfinished Products, the inter-products transfers' line is used to transfer amounts of unfinished product to the appropriate end product.

c) Transfers to Refinery Feedstocks

This line must be used for reporting those quantities of previously refined products, partially refined products and other materials used which are to be processed through the refinery for the production of refined products.

Report, by province and region, the quantity of these materials used as refinery feedstock i.e. quantities sent to distillation or other refinery units which were previously received from sources outside of the reporting refinery.  These materials (crude tops, crude bottoms, LPG's, lube oil for recycling, other feedstocks) should be shown on the most appropriate product page(s) and the total should equate with figures shown on page 2 question 9 "Other Materials used in operation".  Thus the addition of line 3 product 1A (propane) and line 3 product 1B (butane) should equal line 8, page 2, "LPG's used as refinery feedstock".  The amounts of these non-crude feeds being transferred to refinery feedstock at line 3 will also be shown as a receipt on the same page on the most appropriate line:

  • 5   Transfers inter-provincial in
  • 7   Receipts from other reporting companies
  • 8   Receipts from non-reporting companies
  • 9   Imports

The subtraction of line 3 precludes the possibility of double counting since the quantities have already been included in production and in the receipt line(s) 5, 7, 8, 9.

d) This line applies only to the three products indicated below.  The quantities reported form a part of the total reported at line 2, Transfers — Interproducts.  This line, i.e. line 4, is a non-additive line and must be excluded from the calculations used to arrive at the final entry, namely "Net Sales in Canada".

Product 1(A) Propane and propane mixes
Product 1(B) Butane and butane mixes

Use line 4 to indicate that quantity of these products transferred to "Petrochemical Feedstocks".

Product 2.  Petrochemical Feedstocks

Use line 4 to indicate that quantity of energy by-products returned to the refinery operations from the petrochemical operations.  (See Annex I for a more detailed description).

e) Transfers ‑ Inter-provincial in

Report the gross movement of each product entering one province from another.  The company holding title to the product as it crosses a provincial boundary will report the amounts involved.  Do not report transfers made for another account if ownership lies with the other company.  Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

f) Transfers ‑ Inter-provincial out

Report the gross movement of each product leaving one province for another.  The company holding title to the product as it crosses a provincial boundary will report the amounts involved.  Do not report transfers made for another account if ownership lies with the other company.  Conversely, you should report transfers made on your behalf by another company provided ownership remains with you during the period of transfer.

Note 1:  An inter-provincial transfer may be necessary following a receipt from a reporting or non-reporting company, or an import.

The following example illustrates how a combined inter-provincial transfer and inter-product transfer should be recorded.

Company "A" purchases diesel fuel oil from Company "B" in Quebec (both are respondents to this survey) and the change in ownership takes place in Quebec.  Company "A" then sells this product as light fuel oil in Ontario.
Company "A" should report the following:

  1. A receipt "From other reporting companies" of diesel fuel in Quebec, (line 7).
  2. An inter-provincial transfer of diesel fuel out of Quebec, into Ontario, (lines 5 and 6).
  3. An inter-product transfer out of diesel fuel into light fuel oil in Ontario, (line 2) in products 9 and 10.

Company "B" should report only a delivery of diesel fuel "to other reporting companies" in Quebec, (line 12).

Note 2:  For each product, the Canadian level total shown on line 5 must equal that reported on line 6.

g) Receipts From other Reporting Companies

Receipts from and deliveries to another reporting company relate to situations where a change in title to the product being transferred has occurred even if the product remains in the tanks of the "delivering" company. This concept of "receipts" and "deliveries" therefore obviously affects the measurement of inventories ‑ see sections j) and k) of these instructions.

Report all receipts of product from any companies listed on the back of the first page of the questionnaire. Include actual receipts emanating from sales agreements, processing agreements, exchanges, loans, etc. Exclude, however, any agreements, exchanges, loans, etc., which are based on future production. The quantities reported as receipts should agree with the amounts shown on the delivering companies' invoices or delivery notices and should be entered under the provinces where the change in title occurred. In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates.  If all or any part of the amounts received are then shipped to another province before disposition, make the appropriate inter‑provincial transfers entries (lines 5 and 6).

Receipts of LPG's from gas processing plants should be recorded on line 8 "Receipts from non-reporting companies" even though such plants could be owned by reporting companies. If refinery-produced butane is purchased from another reporting company for blending into some other product, show both the receipt of the butane and an "Inter-product transfer" to the appropriate product.

Details of inter-company transactions are required where the transactions are for amounts of 200 cubic metres or more.

Please report the receipts in the same product classifications as those shown on the delivering companies' invoices.  If all or any part of the amounts received are used in product classifications other than those shown on the invoices, the receiving company must make the appropriate inter-product transfer entries on line 2.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount received from each.  For each province, the sum of these amounts should agree with line 7 entries on the front of the page.

Sample Transactions:

(i)   A selling company which markets in more than one province could make the following entries: in line 6 "Inter-provincial Out" of his own province to the province of secondary receipt, which would be recorded under the appropriate section of line 5 "Inter-provincial In" and from there disposed as a delivery to another reporting company, as an export, a loss or adjustment or as a net sale in Canada, etc.
(ii)   A company could perform the above "Inter-provincial transfers In" or "Out" and then transfer the product to another classification through use of line 2 "Transfers ‑ inter-products" e.g. Diesel fuel to light fuel oil, Butane to Petrochemical feedstocks, etc.

h) Receipts From Non-reporting Companies

Report all receipts of product from any companies whose names do not appear on the "List of Reporting Companies" (see back of the first page of the questionnaire).

Note 1:  "Paybacks" of quantities of product delivered in a previous month to a non-reporting company and originally reported as a "Net sale in Canada" (under an exchange agreement), should not be recorded and "corrected" in the current month as "negative" receipt (line 8) or as a "negative" sale (line 16).  Instead of adjusting a current month for a previous entry, please inform Statistics Canada by way of a note, indicating in detail the nature of the transaction.

Note 2:  On the reverse side of the product pages, please enter the names of the "non-reporting" companies involved and the amounts received from each.  For each province, the sum of these amounts should agree with line 8 entries on the front of the page.

All receipts of LPG from gas processing plants (even if owned by a reporting company) for use within the reporting refinery should be initially recorded on the propane/butane pages as "receipts from non-reporting companies". Subsequently:

  1. Any quantity blended with other products should be recorded as a movement 'out' on the inter-products transfers’ line to the relevant products.
  2. Any quantity destined to petrochemical feedstocks should be similarly recorded, but with the actual quantity also shown at line 4 of the propane/butane pages.
  3. Any quantity used in alkylation’s and similar processing units should be recorded at line 3 "Transfers to refinery feedstocks".  Such quantity would then be recorded at line 8 of page 2, and the resultant production there from would be included in the production of the relevant refined products.
  4. Any quantity commingled with crude oil would be accorded the same treatment as (3) above.

i) Imports

Report the physical receipts of finished and unfinished products received from sources outside Canada. The company which clears the product through customs, or on whose behalf it was cleared, should report the import.  If all or any part of the amount imported is used in a product classification other than that indicated on the customs entry document, the appropriate inter-products transfer must be made, (lines 2).  Similarly, if the product is transported to a province other than that indicated on the entry form, the proper inter-provincial transfer (lines 5 and 6) must be made after recording the import in the province of entry.

j) and k)  Inventories

Report all refinery and marketing inventories.  The opening inventory for the reporting month should match the reported closing inventory of the previous month.

Inventories should include those that result from inter company transactions.  As a consequence, if a change in title of a product has occurred (and has been reported), even if the product remains in the tanks of the "delivering" company, this product should nonetheless be reported as inventory of the "receiving" company.  Inventories should not include any quantities of product linked to future production for the purpose of loan or repayment.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

  • Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
  • Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error would be corrected with the provision to Statistics Canada of an explanation and also the corrected entities.

l) Deliveries to Other Reporting Companies

Report all deliveries of product to any companies listed on the reverse side of the first page of this schedule.  Include actual deliveries emanating from sales agreements, processing agreements, exchanges, loans, etc.  Exclude, however, any agreements, exchanges, loans, etc. based on future production.  The quantities reported as deliveries should be credited to the province where the change in ownership occurred.  In most instances, this transaction takes place at the supply point ‑ i.e. Refinery, Terminal or Bulk plant gates.

Details of inter-company transactions are required where the transactions are 200 cubic metres and over.

On the reverse side of the product pages, please enter the names of the reporting companies involved and the amount delivered to each.  For each province, the sum of these amounts should agree with the line 12 entries on the front of the page.

m) Export

Report all sales of finished or unfinished products for exports (include domestic sales known for export market) outside Canada credited to the province of exit.  Note that any inter-provincial movement should be recorded as an inter-provincial transfer on lines 5 and 6.

n) Losses & Adjustments

Reports all refinery or marketing losses due to metering differences, shrinkage, spillage, etc.  Include also any adjustments caused by inventory revisions.

o) Own Consumption

Report all amounts of product produced or purchased and used in company operations. Exclude petro-chemical feedstocks shipments to own petro-chemical complexes, and own production fuels used to generate electricity, to heat office buildings and to move goods (by air, road or ship). These products should be reported on line 16 -Net Sales in Canada.

p) Net Sales in Canada

Report all sales of finished and unfinished products (exclude domestic sales known for export market) for the provinces where such sales have taken place.

Note:   On page 8, include any Ethanol/Methanol, MTBE/ETBE (Methyl or Ethyl-Tertiary-Butyl-Ether), Tame (Tertiary-Amyl-Methyl-Ether), TBA (Tertiary-Butyl Alcohol) and other components blended into gasoline which have been added before the final sale of any motor gasoline.  This line is the sum of lines 7 to 10 (Receipts from Other Reporting companies + receipts from other Non Reporting companies + Imports + Opening Inventories), and lines 1, 2 and 5 (Refinery Production + Transfers + Interprovincial Transfers In) LESS lines 11 to 15 (Closing Inventories, Deliveries to other reporting companies, Exports, losses and adjustments, and own consumption) and LESS lines 3 and 6 (Transfers to Refinery Feedstock and Interprovincial Transfers Out). This figure should thus agree with the total monthly sales, by product and province, actually made by the company, less any sales "to other reporting companies", (line 12) and less any direct exports (line 13).

q) Page 8, Line 17 — All sales of motor gasoline through retail pumps

Report here all sales of motor gasoline (including ethanol/ methanol, MTBE/ETBE, TAME, TBA and other similar additives added) to retail outlets including marinas, irrespective of the type of ownership or operation. Include own brands, subsidiary brands, the known, or an authoritative estimate of retail sales of the respondent's jobbers, resellers, agents, etc.

Note:   Any "Card-lock" (Key-lock) facility sales should not be included on this line.

Page 12, Line 17 — VOLUME OF NET SALES (LOW SULPHUR CONTENT)

Report here all sales of diesel fuel oil with sulphur content lower than 0.05%.

Page 14, Line 17 — VOLUME OF NET SALES (LOW SULPHUR CONTENT)

Report here sales of heavy fuel oil (4+5+6) with sulphur content lower than 1%.

Page 22, Product 19 — Total All Products

This page of the report is the sum of products 1A) to 18 of Section B.

Note 1:  Line 1, "Refinery production" should agree with the volumes shown in Section A, page 2 final line i.e. Total feedstocks charged.

Note 2:  The totals of all inter-products transfers (line 2) should add to "nil".

Note 3:  Line 3, "Transfers to refinery feedstocks" should equal line 12 of page 2, "Total Other Materials Charged as Feedstock".

Note 4:  The Canadian total, line 5 should equal the total of line 6.

Page 23, Supplement to page 8 — Motor Gasoline Sales: Disposition of Motor Gasoline

1. Sales by "Grade"

Report here by grade (Premium, Mid-grade, Regular non-leaded and Regular leaded) a breakdown of the net sales shown on page 8, line 16.

2. Components Blended Into Motor Gasoline

  • a) Report all quantities of alcohols:
    • Line 6   (i)   Ethanol — a light volatile alcohol intended for gasoline blending.
    • Line 7   (ii)   Methanol — the simplest alcohol blended to increase the oxygen level in gasoline. Also called methyl alcohol, wood alcohol and wood spirit.
    • Line 8   (iii)  TBA (Tertiary Butyl Alcohol) — an alcohol primarily used as a chemical feedstock, a solvent or feedstock for isobutylene production for MTBE.
  • b) Report all quantities of ethers such as
    • Line 9   (i)   MTBE (Methyl tertiary butyl ether) — A gasoline additive produced from methanol and isobutylene used to increase the octane number and oxygen content of gasoline.
    •   (ii)   ETBE (Ethyl tertiary butyl ether) – A gasoline additive produced from ethanol and isobutylene for increasing the octane rating and oxygen content of gasoline while reducing its volatility.  Similar to MTBE.
    •   (iii)  TAME (Tertiary amyl methyl ether) – An oxygenate blend stock formed by the catalytic etherification of isoamylene with methanol.
  • c) Report all other blending components.

Annex 1: Supplement to product #2 - petrochemical feedstocks

I. General Definitions

1. Petrochemical Feedstocks:

  • ethane, propane, butane from atmospheric distillation of crude oil and delivered to petrochemical operations;
  • ethane, ethylene, propane, propylene, butane, butylenes butadiene, produced in secondary refining operations such as catalytic cracking, hyrocracking, reforming, etc. - which are delivered to petrochemical operations or used internally by the refiner for the production of higher olefins or other petrochemicals;
  • pentane, naphtha’s [1], middle distillates, gas oil, raffinates delivered to steam cracking operations for petrochemical manufacture;
  • aromatic feed streams from reformers e.g. heart cut fed to solvent extraction units for recovery of benzene, toluene, xylene, and hexane.

See page 16 for details on the petrochemical feedstock stream.

2. Backflow to Refinery of Energy By-products:

Those materials obtained from the processing of the petrochemical feedstock in the petrochemical units which are returning to normal refinery production (e.g. raffinates, polymers, C9+ aromatics, for gasoline blending).

3. Net Petrochemical Feedstocks:

This net figure equal’s gross petrochemical feedstocks sent by the refinery to petrochemical activities less the backflow of energy by-products; therefore, representing the net disappearance of petrochemical feedstocks needed for Canadian petrochemical activities.

II. Reporting Procedures

Rule #1:   LPG's produced in the refinery and destined to petrochemical activities must be reported initially on the LPG's product pages as production (line 1) and then transferred to the petrochemical feedstocks product page through interproducts transfers (line 2).

Rule #2:   Production of petrochemical feedstocks can be reported by two methods (see examples below).  The "net yield" method is preferred, that is, net petrochemical feedstocks (refer to definitions in I).

Rule #3:   The amount of backflow to the refinery of energy by products must be shown on line 4 of the petrochemical feedstocks product page (line 4 is a non-additive line).  By using the "net yield" reporting method, this backflow will not be added to the production of petrochemical feedstocks but will be included in the production of the appropriate products (e.g. motor gasoline).

If the "gross" reporting method is used, the backflow must be transferred to the appropriate product page by the inter‑products transfers line.

[1] Exclude product "naphtha specialties".

III. Examples

Example 1Net Yield Method (Recommended)

Net Yield Method
Table summary

This table displays the results of Net Yield Method . The information is grouped by Crude input 250 (appearing as row headers),Mogas ,Petrochem, Unfinished, Total(appearing as column headers).
Crude input 250  Mogas Petrochem  Unfinished Total
1. Refinery Production    110 30 110 250
2. Backflow   20    
3. Net sales in Canada 110 30 110 250

In this method, the backflow adjustments have already been applied to the production of motor gasoline and unfinished products.  The net petrochemical feedstocks equals 30 and the gross petrochemical feedstocks 50 which is 30 plus the backflow of 20.  The interproduct transfer’s line is not used.

Example 2Gross method of petrochemical feedstocks (Alternative)

Net Yield Method
Table summary

This table displays the results of Net Yield Method . The information is grouped by Crude input 250 (appearing as row headers),Mogas ,Petrochem, Unfinished, Total(appearing as column headers).
Crude input 250  Mogas Petrochem  Unfinished Total
1. Refinery Production    100 50 100 250
2. Backflow (memo item only)   20    
3. Interproduct Transfer +10  -20  +10 0
4. Net sales in Canada  110 30 110 250

In this method, the refinery production equals the gross petrochemical feedstocks (50).  The backflow (20) is transferred to motor gasoline (10) and to unfinished products (10) by interproducts transfers line; the net petrochemical feedstocks is therefore 30.

Annex 2:  PRODUCT CLASSIFICATION

Section B, Refined Petroleum Products

The following list should be used as a guide when completing Section B.  As it is not feasible to list all brand names in use in the industry, this list is intended only to give a reasonable sample of product names that have been established by common use.  It should be noted that, where descriptive names do not provide adequate identification, the emphasis for classification purposes has been put on the end use of the product.  In cases where products have brand names that are misleading for classification purposes, or are re‑brands of basic products, classification should be determined according to the basic products used, e.g. Weed Killer (Naphtha Specialties), Pole Treating Oil (Heavy Fuel), Dust Layer (Asphalt), etc.

Product Classification of Refined Petroleum Products
Table summary

This table displays the results of Product Classification of Refined Petroleum Products. The information is grouped by Product Category (appearing as row headers), Description (appearing as column headers).
Product Category Description
1.   (a) Propane and propane mixes A normally gaseous paraffinic compound (C3H8) extracted from refinery gases.
(b) Butane and butane mixes.. A normally gaseous paraffinic hydrocarbon (C4H10) extracted from refinery gases.
2.   Petrochemical feedstocks. Refinery gases or other petroleum derivatives if sold or shipped to a chemical company to be used as a raw material for further processing. Refer to Section B of the "Instructions" and annex 1 for a detailed explanation of the statistical treatment of this product.
3.   Naphtha specialties.... Industrial and commercial solvents, lighting naphtha, mineral spirits and paint thinners.
4.   Aviation gasoline All gasoline type fuels for piston type aircraft engines.
5.   Motor gasoline All gasoline type fuels for internal combustion engines other than aircraft.
6.   Aviation turbo fuel.
(Kerosene type)
All kerosene type fuels (JetA-1) for turbo-jet or straight jet type aircraft engines.
7.   Aviation turbo fuel.
(Naphtha type)
All naphtha type fuels (Jet B) for turbo-jet or straight jet type aircraft engines.
8.   Kerosene, stove oil Kerosene, mineral lamp oil, no.1 fuel oil
Stove oil (including all vapourizing burning oil).
9.   Diesel fuel oil.. All grades of distillate fuel sold for diesel engine use including low sulphur content (with sulphur content lower than 0.05%).
10.  Light fuel oil (nos.2 and 3). All distillate type fuels for power burners
Fuel oil No. 2 (heating oil No. 2)
Fuel oil No. 3 (heating oil No. 3)
Furnace fuel oil
Gas oils
Light industrial fuel
11.  Heavy fuel oil (Nos. 4, 5 and 6) All grades of residual type fuels including low sulphur (with sulphur content lower than 1%) for both steam and diesel engines.
Bunker B and Bunker C.
Fuel oils Nos.4, 5 and 6.
Residual fuel oil.
12.  Asphalt Asphalt flux, asphalt primers, asphaltic saturants, bitumuls, briquetting binder, cutback asphalts, liquid or solid asphalts, oxidized asphalt, paving compounds, fluxes or primers.
13.  Petroleum coke
(including coke from catalytic cracker)
All petroleum coke included.
Petroleum coke is obtained mainly by cracking and carbonising of residue feedstocks, tar and pitches in processes such as delayed coking or fluid coking. The two most important qualities are green coke and calcinated coke. This category also includes catalyst coke deposited on the catalyst during refining processes: this coke is not recoverable and is usually burned as refinery fuel.
14.  Lubricating oil and grease All oils and greases of petroleum origin manufactured or sold for lubricating purposes.
Automotive or industrial oils which may be described as having special properties other than lubricating alone, such as brake fluids, automatic transmission oils, industrial cutting oils or coolants and rust preventatives.
Cordate oils.
15.  Wax and candles.. All types of paraffin candles, crude scales waxes, dark raw waxes, microcrystalline wax and paraffin waxes.
16.  Still gas The remaining unseparated gaseous fractions produced in refinery distillation or cracking processes, after marketable products have been extracted. This is usually consumed as refinery fuel although sales have been made to public gas utilities under certain circumstances.
17.  Refiney losses The volumetric change between refinery input of raw materials and output for finished products. Since greater volumes of finished products whose specific gravity is lighter than crude oil is produced in most modern refineries, there will usually be negative quantities or gains.
18.  Unfinished product The volume in process in a refinery at any particular point in time that cannot be identified in end product terms. Also, imports or purchases of blending agents in inventory where the end product may be in doubt.
19.  Total all products Grand total of all Finished Petroleum Products, Products no. 1(A) to 18 inclusive.

To eliminate the inconsistency of product classification between purchaser and seller, occurring when products are moved between companies, the purchaser will report the purchase in the product classification for which he was invoiced by the seller; the purchase will then be inter-product transferred into the product classification in which it will be disposed.

Section A – Closing Inventories - Page 1

1. Held In Lines

Inventories reported must be in pipeline lines only in cubic metres. Do not include volumes held in tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other. Inventories should be actual physical volumes in lines at the end of the reporting month. Report, by province or region of origin, both crude oil, condensate and pentanes plus held in lines.

2. Held In Tanks

Inventories reported must be in pipeline tankage only in cubic metres. Do not include pipeline fill. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other. Inventories should be actual physical volumes in tanks at the end of the reporting month. Report, by province or region of origin, both crude oil, condensate and pentanes plus held in tanks.

3. Shipper

Report closing inventories owned by the shipper in cubic metres. This includes all inventories in lines and tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other.

4. Carrier

Report closing inventories owned by the carrier in cubic metres. This includes all inventories in lines and tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other.

Note: Volumes Held in Lines plus Volumes Held in Tanks must equal total of Volumes Shipper plus Volumes Carrier.
Section A: Total Closing Inventories must equal Section C: Summary of Deliveries, page 2, line 6, Closing Inventories.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

  • Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
  • Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly. Revised figures for the previous (incorrectly reported) month should also be provided.

Section B – Summary Of Receipts - Page2

1. Opening Inventories

The opening inventories must be equivalent to the closing inventories of the previous month by product. When possible, report by province or region of origin.

2. Fields

Report receipts of crude oil from fields. On page 2, Section B2: Details of Receipts from fields, report the details of the receipts.

3. Plants

Report receipts of crude oil, condensate and pentanes plus, propane, butane and other from plants. On page 3, Section B3: Details of Receipts from plants, report the details of the receipts.

4. Other Pipelines

Report receipts of crude oil, condensate and pentanes plus, propane, butane and other which are received into the pipeline from another pipeline. On page 3, Section B4: Details of Receipts from other pipelines, report the details of the receipts.

5. Other Receipts

Report all other receipts of crude oil, condensate and pentanes plus, propane, butane and other which are received into the pipeline. This would include receipts from trucks, tanker cars, etc. On page 3, Section B5: Details of Other Receipts, report the details of the other receipts.

Total

All products must add across the column to the total column by product. Total receipts by product must equal total deliveries by product in section C.

Section C – Summary Of Deliveries - Page2

1. Refineries

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other to Canadian refineries. On page 4, Section C1: Details of Deliveries to Refineries, report the details of the deliveries.

2. Plants

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other to plants. On page 4, Section C2: Details of Deliveries to Bulk Plants, Terminals and Processing Plants, report the details of the deliveries.

3. Other Pipelines

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other which are delivered to another pipeline. On page 4, Section C3: Details of Deliveries to other pipelines, report the details of the deliveries.

4. Other Deliveries

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other which are delivered to a category not covered by the previous deliveries. This would include deliveries to barges, tankers, trucks, tanker cars, etc. On page 4, Section C4: Details of Other Deliveries, report the details of the other deliveries.

5. Losses and Adjustments

Report all losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions. Use this column to make adjustments to add to total deliveries. The total deliveries must equal total receipts by product.

6. Closing Inventories

The closing inventories must be equivalent to the closing inventories on page 1, Section A. When possible, report by province or region of origin, both crude oil and condensate and pentanes plus.

Total

All products must add across the column to the total column by product. Total deliveries by product must equal total receipts by product in section B.

Section B2 – Details of Receipts from Fields - Page2

Report receipts of crude oil from fields. Give details of field name and or number along with the province of origin of the crude oil.

Section B3 – Details of Receipts from Plants - Page3

Report receipts of crude oil, condensate and pentanes plus, propane, butane and other products (specify the type of other products) from plants. Give details of plant name and location.

Section B4 – Details of Receipts from Pipelines - Page3

Report receipts of crude oil, condensate and pentanes plus, propane, butane and other (specify the type of other products) which are received into the pipeline from another pipeline. Report the name of the other pipeline, province of origin of the crude oil, condensate and pentanes plus along with the pipeline code.

Section B5 – Details of Other Receipts - Page3

Report all other receipts of crude oil, condensate and pentanes plus, propane, butane and other (specify the type of other products) which are received into the pipeline. This would include receipts from trucks, tanker cars, barges, etc. to the pipeline. Report details of name, type of receipt (road, rail, etc.), province of origin of the crude oil and condensate and pentanes plus.

Section C1 – Details of Deliveries to Refineries - Page4

Report deliveries of crude oil, condensate and pentanes plus, propane, butane, other (specify the type of other products) to Canadian refineries. Report name and location of refinery along with the province of origin for crude oil and condensate and pentanes plus.

Section C2 – Details of Deliveries to Bulk Plants, Terminals and Processing Plants -

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other (specify the type of other products) to bulk plants, terminals and processing plants. Report name and location of the bulk plant, terminal or processing plant along with the province of origin of crude oil and condensate and pentanes plus.

Section C3 – Details of Deliveries to Pipelines - Page4

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other (specify the type of other products) which are delivered to another pipeline. Report name and location of the pipeline, the province of origin of the crude oil and condensate and pentanes plus along with the pipeline code.

Section C4 – Details of Other Deliveries - Page4

Report deliveries of crude oil, condensate and pentanes plus, propane, butane and other (specify the type of other products) which are delivered to a category not covered by the previous deliveries. This would include deliveries to barges, tankers, trucks, tanker cars, etc. (rail, water and tanker) Report type of delivery, name, along with the point of delivery and the province of origin of the crude oil and condensate and pentanes plus.

Appendix A: General Definitions

Crude Oil and Equivalent includes the following liquid hydrocarbons:

  • Crude Oil
    A naturally occurring hydrocarbon.

  • Condensate
    A naturally occurring hydrocarbon which is gaseous in its virgin reservoir state, but is liquid at the conditions under which its volume is measured.

  • Pentanes Plus
    A liquid hydrocarbon produced from raw natural gas, condensate or crude oil.

Propane and propane mixes:

A normally gaseous compound (C3H8) extracted from refinery gases.

Butane and butane mixes:

A normally gaseous hydrocarbon (C4H10) extracted from refinery gases.

Monthly Natural Gas Distributors Statement

Supply

  1. Fields
    1. Own Production:  report volumes of gas received from fields owned by your company after the deduction of field flared and waste and re-injection.
    2. Purchased from others:  report purchased volumes of gas initially produced at the field level.
  2. Plants
    1. report volumes of gas received at the processing or re-processing plant gate after the deduction of shrinkage, plant uses and losses.
  3. Gas Gathering Systems
    1. report volumes of gas received from other than your own gas gathering systems which have not been included in 1 (b) above.
  4. Other Gas Distributors and Gas Transporters
    1. report volumes received from other gas distributors or gas transporters.
  5. Storage
    1. report volumes received from distributor storage or liquefied natural gas storage.
  6. Imports
    1. report volumes of natural gas imported into Canada, by pipeline, as well as the purchase price in Canadian dollars.
  7. Other Receipts
    1. report volumes of propane/butane used for peak shaving.

Disposition

  1. Deliveries of Gas to Other Gas Pipelines
    1. report volumes of your own gas delivered to other distributors and transporters as well as the revenue received for that gas.
  2. Exports
    1. report volumes of gas exported to the United States, by pipeline, as well as the revenue received for the sale and/or the transmission of that gas.
  3. Deliveries of Gas Transported for Others
    1. report volumes of gas that your company is delivering on behalf of another transporter/distributor.  Further, gas delivered under "Transportation Service" contracts should be reported in this category.
  4. Deliveries of Own Gas Transported by Others
    1. report volumes of gas that another company is delivering on your behalf.
  5. Deliveries to Storage
    1. report volumes of gas delivered to distributor or liquefied natural gas storage.
  6. Other Deliveries
    1. report volumes of gas delivered and not allocated to sections 1 to 5 and section 7.  Please specify type of delivery.
  7. Ultimate Disposition
    1. Residential Sales (gas sold for domestic purposes)
      allocated by:
      i) < 4 or 5 unit building
      ii) > 4 or 5 unit building
      iii) Space Heating
      1. Number of customers consuming gas (i.e. bills/meters): include only those customers consuming gas in the month under review, regardless of the billing practice of your utility.
      2. Number of consuming units:  indicate total number of customers using natural gas regardless of the billing practice of your utility.  (i.e. a multi-dwelling apartment building may receive only one bill for its total consumption of natural gas.  Inherent in that bill may be many users.  Accordingly, consuming units relates to the total number of occupants in a multi-dwelling apartment building using natural gas.)
      3. Cost to customer:  dollar values should exclude provincial taxes (if applicable), goods and services tax (GST) and harmonized sales tax (HST).  Further, rebates paid to the customer should be deducted in order to arrive at "cost to customer".
      4. Volume:  report volumes of natural gas sold during the month under review.
      5. Spaceheating customers:  report the number of those customers using natural gas primarily for home heating.
    2. Commercial Sales (gas sold to customers primarily engaged in wholesale or retail trade, governments, etc.)
      1. Number of customers consuming gas (i.e. bills/meters):  include only those customers consuming gas in the month under review, regardless of the billing practice of your utility.
      2. Cost to customer:  dollar values should exclude provincial taxes (if applicable), goods and services tax (GST) and harmonized sales tax (HST).  Further, rebates paid to the customer should be deducted in order to arrive at "cost to customer".
      3. Volume:  report volumes of natural gas sold during the month under review.
    3. Industrial Sales (gas sold to customers primarily engaged in a process which creates or changes raw or unfinished materials into another form or product)
      1. Electric power generation sales represents gas sold for the purpose of generating electricity.
      2. Number of customers consuming natural gas (i.e. bills/ metres):  include only those customers consuming natural gas in the month under review, regardless of the billing practice of your utility.
      3. Cost to customer:  dollar values should exclude provincial taxes (if applicable), goods and services tax (GST) and harmonized sales tax (HST).  Further, rebates paid to the customer should be deducted in order to arrive at "cost to customer".
      4. Volume:  report volumes of natural gas sold during the month under review.
  8. Miscellaneous End Use Deliveries
    1. report volumes of gas delivered but not included in section 7.  Please specify.
  9. Gas Used in Operation
    1. report volumes of gas consumed in operating your pipeline system.
  10. Line Pack Changes
    1. report differences in the pipeline system due to changes of temperature and/or pressure.
  11. Metering Differences, Line Loss, Other Unaccounted for and Cyclical Billing Adjustments
    1. represents the difference between the total gas available from all sources and the total gas accounted for as sales, line pack fluctuation, etc.  This difference includes leakage or other losses, discrepancies due to meter inaccuracies and other variants particularly billing lag.
  12. Operating Statistics
    1. Sendouts
      1. Peak day: represents the highest daily sendout of gas in the month under review.
      2. Minimum day:  represents the lowest daily sendout of gas in the month under review.
    2. Average Heating Value In Megajoules/Cubic Metres For Gas Sales
      1. report average heat content of your natural gas sales during the month under review.

Section 1 – Closing Inventories

1. Held in lines

Inventories reported must be in pipeline lines only in cubic metres. Do not include volumes held in tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other. Inventories should be actual physical volumes in lines at the end of the reporting month. Report, by province or region of origin, both crude oil, condensate and pentanes plus held in lines.

2. Held in tanks

Inventories reported must be in pipeline tankage only in cubic metres. Do not include pipeline fill. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other. Inventories should be actual physical volumes in tanks at the end of the reporting month. Report, by province or region of origin, both crude oil, condensate and pentanes plus held in tanks.

3. Shipper

Report here closing inventories owned by the shipper in cubic metres. This includes all inventories in lines and tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other.

4. Carrier

Report here closing inventories owned by the carrier in cubic metres. This includes all inventories in lines and tanks. Report volumes separately for crude oil, condensate and pentanes plus, propane, butane, other.

Note: Volumes Held in Lines plus Volumes Held in Tanks must equal total of Volumes Shipper plus Volumes Carrier.
Section 1: Closing Inventories must equal Section 4: Summary of Deliveries,column one, Closing Inventories.

Revisions to Inventories:

It is noted that the inventory figures are sometimes subject to revision. When such revisions are made, respondents should be guided by the following:

  • Minor adjustments of under 200 cubic metres; the opening inventory of the month following the month in error would remain unchanged, with the difference being absorbed in the losses and adjustment item for the current month.
  • Major adjustments of over 200 cubic metres; the opening inventory of the month following the month in error should be reported correctly. Revised figures for the previous (incorrectly reported) month should also be provided.

Section 2 – Cubic Metre Kilometres

1. Cubic metre kilometres

One cubic metre of product moved one kilometre; metric tonne kilometres are calculated by converting cubic metre kilometres of product to the equivalent weight in metric tonnes. Only trunk line system cubic metre kilometres are included because of the difficulty of collecting reliable and consistent data for gathering systems together with the fact that gathering systems have a very short average commodity mile movement. As a result, their inclusion would add only a very small percentage to the total. The average kilometre per cubic metre is the distance each cubic metre of product travelled. Volumes are reported in thousands of cubic metres

Section 3 – Summary of Receipts

Opening inventories

The opening inventories must be equivalent to the closing inventories of the previous month by product. When possible, report by province or region of origin, both crude oil, condensate and pentanes plus.

Fields

Report receipts of crude oil from fields.Section 5: Receipts from fields, report the details of the receipts.

Plants

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other from plants. Section 6: Receipts from plants, report the details of the receipts.

Imports

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other which are imported from foreign countries. Do not include receipts of Canadian crude oil, condensate/pentanes plus, propane, butane and other. These volumes should be reported as other receipts if they are not coming directly from fields, plants or other pipelines. Section 7: Imports, report the details of the imports.

Other

Report all other receipts of crude oil, condensate/pentanes plus, propane, butane and other which are received into the pipeline. This would include receipts from trucks, tanker cars, etc . Section 9: Other Receipts, report the details of the other receipts.

Other pipelines

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other which are received into the pipeline from another pipeline. See Section 8: Receipts from other pipelines, report the details of the receipts.

Total

All products must add across the column to the total column by product. Total receipts by product must equal total deliveries by product in section 4.

Section 4 – Summary of Deliveries

Closing inventories

The closing inventories must be equivalent to the closing inventories see, Section 1. When possible, report by province or region of origin, both crude oil and condensate/pentanes plus. Section 16: Location of crude oil and condensate/pentanes plus inventories, report the details of the closing inventories.

Refineries

Report deliveries of crude oil, condensate/pentanes plus, propane, butane, other to Canadian refineries. Section 10: Deliveries to Refineries, report the details of the deliveries.

Exports

Report exports of crude oil, condensate/pentanes plus, propane, butane and other which are exported directly to the U.S. by this pipeline. Do not include exports of Canadian crude oil, condensate/pentanes plus, propane, butane and other which are not exported directly by the pipeline (i.e. product is loaded onto a barge, tanker, truck, tanker car, etc. ). These volumes should be reported as other deliveries. Section 14: Exports, report the details of the exports.

Plants

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other to plants. Section 11: Deliveries to Bulk Plants, Terminals and Processing Plants, report the details of the deliveries.

Other pipelines

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other which are delivered to another pipeline. Section 13: Deliveries to other pipelines, report the details of the deliveries.

Other

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other which are delivered to a category not covered by the previous deliveries. This would include deliveries to barges, tankers, trucks, tanker cars, etc . Section 12: Other Deliveries (rail, road, water and tanker loadings in Canada for export), report the details of the other deliveries.

Losses and adjustments

Reports all losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions. Use this column to make adjustments to add to total deliveries. The total deliveries must equal total receipts by product. Section 15: Line losses, pipeline fuel and adjustments, report the details of the losses and adjustments. Also Section 17: Line losses, pipeline fuel and adjustments.

Other changes

This column is to be used to report line losses and adjustments of Canadian product held in the U.S. Section 16: Line losses, pipeline fuel and adjustments, report the details of the losses and adjustments in the U.S.

Total

All products must add across the column to the total column by product. Total deliveries by product must equal total receipts by product in section 3.

Section 5 – Receipts from Fields

Report receipts of crude oil from fields. Give details of field name and or number along with the province of origin of the crude oil.

Section 6 – Receipts from Plants

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other products (specify the type of other products) from plants. Give details of plant name and location.

Section 7 – Imports

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are imported from foreign countries. Do not include receipts of Canadian crude oil, condensate/pentanes plus, propane, butane and other. These volumes should be reported as other receipts if they are not coming directly from fields, plants or other pipelines. Report the point of receipt, giving name and location of receipt.

Section 8 – Receipts from Other Pipelines

Report receipts of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are received into the pipeline from another pipeline. Report the name of other pipeline, province of origin of the crude oil and condensate/pentanes plus along with the pipeline code.

Section 9 – Other Receipts

Report all other receipts of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are received into the pipeline. This would include receipts from trucks, tanker cars, barges, etc. to the pipeline. Report details of name, type of receipt (road, rail, etc. ), province of origin of the crude oil and condensate/pentanes plus. 

Section 10 – Deliveries to Refineries

Report deliveries of crude oil, condensate/pentanes plus, propane, butane, other (specify the type of other products) to Canadian refineries. Report name and location of refinery along with the province of origin for crude oil and condensate/pentanes plus.

Section 11 – Deliveries to Bulk Plants, Terminals and Processing Plants

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) to bulk plants, terminals and processing plants. Report name and location of the bulk plant, terminal or processing plant along with the province of origin of crude oil and condensate/pentanes plus.

Section 12 – Other Deliveries (Rail, Water and Tanker Loadings in Canada for Export)

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are delivered to a category not covered by the previous deliveries. This would include deliveries to barges, tankers, trucks, tanker cars, etc . (rail, water and tanker) Report type of delivery, name, along with the point of delivery and the province of origin of the crude oil and condensate/pentanes plus. 

Section 13 – Deliveries to Other Pipelines

Report deliveries of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are delivered to another pipeline. Report name and location of the pipeline, the province of origin of the crude oil and condensate/pentanes plus along with the pipeline code.

Section 14 – Exports

Report exports of crude oil, condensate/pentanes plus, propane, butane and other (specify the type of other products) which are exported directly to the U.S. by this pipeline. Do not include exports of Canadian crude oil, condensate/pentanes plus, propane, butane and other which are not exported directly by the pipeline (i.e. product is loaded onto a barge, tanker, truck, tanker car, etc. ). These volumes should be reported as other deliveries. Report name and destination state along with the province of origin of crude oil and condensate/pentanes plus. Report total value in Canadian dollars of each product exported.

Section 15 – Line Losses, Pipeline Fuel and Adjustments

Reports all losses due to metering differences, shrinkage, spillage, etc . Include also any adjustments caused by inventory revisions. Report province of origin of the crude oil and condensate/pentanes plus.

Section 16 – Location of Crude Oil and Condensate Inventories

Report the volumes of crude oil and condensate/pentanes plus by province or country of origin and location of storage.  i.e. report the volumes of Alberta crude oil and condensate/pentanes plus held in the U.S.A. or other Canadian province if inventories are held in more than one location. Total crude oil and condensate/pentanes plus on this page must equal to the closing inventories of crude oil and condensate/pentanes plus reported in Section 1 and Section 4. Crude oil and condensate/pentanes plus should be added together for this section. Please note that inventories include lines and tanks.

Section 17 – Line Losses, Pipeline Fuel and Adjustments

Report details of Section 4 Losses and Adjustments. Report the volumes lost by product and Held in lines or Held in tanks.

Section 18 – Line Losses, Pipeline Fuel and Adjustment

Report details of Section 4 Other changes. Give details of line losses and adjustments of Canadian product held in the U.S.

Appendix A:

General Definitions

Crude Oil and Equivalent includes the following liquid hydrocarbons:

Crude Oil
A naturally occurring hydrocarbon.

Condensate
A naturally occurring hydrocarbon, which is gaseous in its virgin reservoir state, but is liquid at the conditions under which its volume is measured.

Pentanes Plus
A liquid hydrocarbon produced from raw natural gas, condensate or crude oil.

Propane and propane mixes:

A normally gaseous compound (C3H8) extracted from refinery gases.

Butane and butane mixes:

A normally gaseous hydrocarbon (C4H10) extracted from refinery gases

General Instructions:

Summary of receipts and Summary of deliveries must equal to the details found by product.

Total Summary of receipts must be equal to Total Summary of deliveries. The difference should be accounted for in Losses and adjustments.

Exports are tracked only to the point of exit from Canada to U.S.A.

Statement 3(I,II)

1. Introduction

The Air Passenger Origin and Destination (POD) Survey is conducted continuously by all Canadian air carriers assigned to reporting Level I and Level II1 that, in each of the two years immediately preceding the reporting year, enplaned 600,000 or more scheduled revenue passengers using fixed wing aircraft.  The Aviation Statistics Centre (ASC) of Statistics Canada collects the data under the authority of the Statistics Act – RSC 1985, Chapter S19 and the Canada Transportation Act, Section 50, for the statistical purposes of both Statistics Canada and Transport Canada.

The POD Survey covers revenue passenger trips made in whole or in part on domestic and/or international scheduled flights.  Carriers must report such trips if (i) they operated one or more segments of the itineraries and (ii) no other carrier participating in the survey operated any preceding segments.  Reporting is based on information obtained from lifted flight coupons (or their electronic equivalent). The complete ticket itinerary is recorded as one entry for each trip showing the routing from the initial origin to the final ticket destination and including, in sequence, each point of intraline or interline transfer, the carrier (both operating and advertised for code share segments) and the fare basis code on each flight coupon stage as well as the total value of the ticket in Canadian dollars. Carriers reporting a 10% sample of their itineraries are to report only tickets with numbers ending in zero.

This document details the requirements of the POD Survey as well as the instructions on how the data are to be reported.

2. The Survey Universe

The POD Survey universe includes all revenue passenger trips moving in whole or in part on domestic and/or international scheduled flights operated by participating air carriers. All electronic tickets from all scheduled flights of the reporting carrier must be examined to identify any tickets that meet the Survey selection requirements.  The POD Survey must not be limited to the tickets that the reporting carrier issues.  The Survey must include all tickets in which the carrier transported a passenger. The electronic ticket sale record can be the source of the data to be examined.  The passenger ticket itinerary information to be reported in the POD Survey can be recorded from the first ticket coupon.  There is no requirement to wait until a trip has been completed to report the ticket itinerary information.  Coupons from a conjunction2 ticket set shall be considered as a single itinerary under the ticket number of the primary (first) ticket of the conjunction set.

It is recognized that many airlines do not record the entire itinerary from tickets issued by other airlines for revenue accounting purposes.  However, the reporting carrier is required to obtain the complete itinerary data for tickets issued by other airlines in order to determine if the ticket meets the selection requirements for inclusion in the Survey.

2.1 Honoured Tickets

There are instances where a reporting carrier may honour the ticket of another carrier (non code-share partner) and transport the passenger without re-issuing the ticket. In these cases, the reporting carrier should treat the ticket as if it had actually been re-issued and report it accordingly. This includes changing the air carrier code of the ticketing carrier from the one on the ticket to the carrier that honoured the ticket.

3. Sample Selection and Reporting Criteria

3.1 Use of 10 percent sample

Where the POD survey data represent a 10% sample of tickets in which a participating carrier transported the passenger(s) on at least one segment of the ticketed journey, each participating airline must examine all electronic tickets, including Automated Ticket and Baggage (ATB) tickets for passengers on all of the carrier’s scheduled flights throughout its system. This requirement applies to tickets issued by the reporting airline as well as tickets issued by other airlines. 

Tickets to be retained for further sampling consideration are:

  1. Group-tickets with 11 or more passengers regardless of the ticket serial number.
  2. Single-passenger tickets with serial numbers ending in the digit zero (not the check digit). For conjunction tickets, the serial number for the first group of tickets determines the reportability of the entire conjunction set.
  3. Group tickets with 10 or less passengers with serial numbers ending in the digit zero (not the check digit).

3.2 Use of 100 percent sample

In order to improve sample accuracy or to prevent distortions, the Aviation Statistics Centre may require a carrier to employ a 100 percent sample.

In certain markets or in special situations (e.g. on-board sales on shuttle services), a carrier may elect to use a 100 percent sample. In such cases, prior approval for use of this option must be obtained from the Aviation Statistics Centre. Similarly, if this option has been adopted, it may not be discontinued without prior approval by the Aviation Statistics Centre.

4. Conversion of Ticket Itinerary to the Required Dual-Carrier Format

The Aviation Statistics Centre requires that passenger itineraries be reported with the operating and the advertised carrier identified on each trip segment.  The reporting carrier must identify the advertised carrier and record it in the advertised carrier field for each segment.

Each reporting air carrier must also identify itself as the operating carrier (in the operating carrier field) on each segment of the itinerary on which it has or will transport the passenger(s).

The reporting air carrier must also identify the operating carrier on each flight segment on which it is the advertised carrier.  However, the reporting carrier is not responsible for reporting the operating carrier of a code share flight in the reported itinerary if the reporting carrier is not in a code sharing relationship with the advertised carrier for that flight.

5. Identification of Reporting Carrier

The first operating participating carrier3 in a trip is responsible for reporting to the survey since it is the one most likely to have the information necessary for reporting.

6. Information to be Reported to the Air Passenger Origin and Destination Survey

The following items are to be reported for each ticket selected for the POD Survey (see Appendix B for the actual record layout). Note that conjunction tickets and re-issued tickets do not require special treatment and are to be treated the same as regular tickets. No adjustment is made in the survey for alterations or changes in itinerary, which take place subsequent to the trip segment covered by electronic ticket.

6.1 Number of passengers

This is the number of passengers listed for the ticket. For tickets covering 1 to 10 passengers, include the actual number of passengers.  A half-fare passenger, such as a child, is to be counted as one passenger. A fractional-fare passenger, such as in a family plan, is also to be counted as one passenger. Tickets for infants under two years of age and not occupying a seat are not to be counted.  Passengers flying on “frequent flyer” redemptions are counted as passengers4. If a reporting air carrier, using the 10% sample method, issued tickets covering more than 10 passengers, the passenger counts associated with these tickets are to be divided by 10 and then rounded to the nearest whole passenger.  (Carriers reporting a 10% sample may contact the Aviation Statistics Centre regarding possible alternate approaches to reporting tickets for more than 10 passengers.)

6.2 Carrier – Routing Detail

The data reported for each passenger trip should show the complete routing, from the origin airport to the destination airport, including each airport where the passenger made a connection or a stopover (intraline or interline). In addition, for each segment in the itinerary, the reporting airline must report the advertised carrier (the carrier whose code and flight number appear on the face of the coupon or in the ticket itinerary) and the operating carrier (the airline that actually provided the transportation) if it is a partner to the reporting airline in a code-share relationship on that segment. For segments not flown by the reporting airline or one of its code-share partners and not advertised on the reporting airline or one of its code-share partners, the operating carrier should be the same as the advertised carrier. The specific reportable data elements representing carrier-routing detail are as follows:

  1. IATA Location code for the airport of origin of the segment. This is the airport at which the passenger boarded the flight.
  2. IATA Carrier code for the operating airline, or the airline providing the transportation. If the reporting airline or an airline honouring the reporting airline’s coupon is transporting the passenger, insert that airline’s code in the operating carrier field for the coupon. If the reporting airline or one of its code-share partners is not the operating airline, use the code of the advertised airline in the operating carrier field.
  3. IATA Carrier code for the advertised airline, or the airline appearing on the flight coupon. Note that this is not necessarily the airline issuing the ticket.
  4. Fare basis code.  This refers to the one-character fare basis code originating with the United States Department of Transportation (US DOT).  Air carrier fare basis codes are to be converted to these codes (see Appendix E for a list of the codes).
  5. IATA Location code for the airport of destination of the segment. This is the second airport of the coupon and represents the trip termination, a point of intraline or interline connection, a stopover, or a change-of-gauge. Where surface transportation is indicated in an itinerary, use the code “--” (dash dash). Omit any surface portions, which appear at the beginning or end of an itinerary. If a carrier is not known, use the code “UK” (unknown). Helicopter and air taxi portions of itineraries are to be retained and recorded.

6.3 Total Value of the Ticket (including taxes) in Canadian dollars

This is the total dollar value listed for the ticket. The amount is to be reported in Canadian dollars.  

Reporting carriers using the 10 % sample method should divide the total value of the ticket by the number of passengers reported if the number of passengers on the ticket is between 2 and 10. If the number of passengers on the ticket was more than 10, divide the total value of the ticket by the original number of passengers on the ticket (not the number of passengers resulting from the previous instruction to divide by 10).

All carriers are responsible for reporting total ticket value for bulk fare tickets or inclusive tour tickets sold either directly to passengers or through tour operators.  Where such tickets contain no fare information, the reporting carrier must report the value of the ticket that the reporting airline received from the tour operator.  This can be derived by dividing the monthly contract revenue received by the airline from the tour operator for a city-pair by the number of passengers who travelled in the city-pair using tickets covered by the contract.

Only if the total ticket value cannot be determined from the ticket or calculated from bulk fare contracts may the reporting airline use 99999 in the fare field.

7. Aggregating Recorded Data

Prior to the submission of each quarterly report to the Aviation Statistics Centre, the reporting carrier  is required to sort the recorded entries into alphabetic sequence by itinerary, i.e. by ticket origin, complete routing (including the fare code) and ticket destination.  All identical entries are then to be combined into one summary record each quarter.

The number of passengers on the summary records is to be the sum of the passenger amounts of all the individual identical records combined. Fare amounts are also to be summed accordingly.

8. Sources of Data for Reporting

Airlines that are required to participate in the POD Survey must use all possible sources of information needed to report complete and accurate itinerary data. 

If an electronic ticket does not contain all the information needed to help the reporting airline to report the required POD Survey data then the airline must obtain the information from additional sources.  If the reporting airline also issued the ticket, then the airline may need to examine its ticket sales data or its Transaction Control Number (TCN) records to assist it in reporting the entire itinerary, operating carriers and airport codes in an accurate manner.

If an electronic ticket is part of a ticket issued by another airline then the reporting carrier is responsible for obtaining all of the itinerary information that it needs from the issuing carrier.  If the ticket is issued by a code-share partner of the reporting carrier or by another air carrier that belongs to a marketing alliance that includes a Canadian air carrier, then the reporting carrier must obtain all information from the issuing carrier that will help it to report the entire itinerary, in the applicable quarter.

9. Statement of Procedures

Each airline that participates in the POD Survey is required to prepare and send to the Aviation Statistics Centre a statement of the procedures the airline uses to select, record, summarize, edit and report the survey data. The Aviation Statistics Centre must approve changes made to POD Survey processing prior to their implementation. The Statement of Procedures should provide enough detail for the Aviation Statistics Centre to understand the carrier’s flow of processing of tickets, the selection and reporting decisions, methods used to identify the operating carrier, editing and management responsibility and supervision.

10. Submission of Reports

Reports are to be filed with the Aviation Statistics Centre for each quarter of the year, within thirty (30) days after the end of each quarter. The data should be created in text file format and submitted in one of the following forms:

  • Statistics Canada E-File Transfer Service.
  • Compact disk

10.1 Reporting by E-File Transfer

Statistics Canada has an e-File Transfer Service (e-FT) in place, which enables organizations outside of Statistics Canada to exchange electronic files in a secure manner using the Internet.

If POD Survey data are provided by e-File transfer, please refer to the attached separate document titled “Statistics Canada’s e-File Transfer Service: External User Guide” for detailed user instructions.

Carriers should contact the Aviation Statistics Centre when choosing to use the e-File Transfer service so that appropriate user accounts and permissions may be established.

10.2 Reporting on Compact Disk

Where POD Survey data are submitted on compact disk, each file on the disk should be password protected and each disk labelled externally with the following information:

“Air Passenger Origin and Destination Survey”
Carrier Code
Reporting Period (YYQ)
Reporting Carrier Contact Name and Phone Number

Compact disks should be sent to:

Aviation Statistics Centre
Transportation Division
Statistics Canada
Room 1506, Main Building
150 Tunney’s Pasture Driveway
Ottawa, Ontario
K1A 0T6
Attention:  Air Passenger Origin and Destination Survey

Individual file password(s) should be communicated directly to the manager of the Air Passenger Origin and Destination Survey.

11. Record Retention

Participating airlines are required to retain all passenger ticket itinerary information used to prepare the POD Survey reports for three years.  Records should be retained to enable the airline to reconstruct the POD Survey reports for the latest three years (twelve quarters).  The method of storage and retrieval of stored records must be identified in the carrier’s Statement of Procedures.

Appendix A: Canadian Air Carriers Participating in the Air Passenger Origin and Destination Survey

Canadian Air Carriers Participating in the POD Survey
Air Carrier IATA Code
Air Canada AC
Jazz Aviation LP QK
Air Transat TS
Porter Airlines Inc. PD
WestJet WS

Appendix B: Revenue Passenger Origin-Destination Survey Record Layout

Revenue Passenger Origin-Destination Survey – Statement 3 (I, II)

General information

This information is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S19.

Completion of this questionnaire is a legal requirement under this Act.

Survey purpose – The purpose of this survey is to provide estimates, on a city-pair basis, of air passengers travelling on scheduled commercial flights. Your information may also be used by Statistics Canada for other statistical and research purposes.

Confidentiality – Statistics Canada is prohibited by law 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.

Fax or e-mail transmission disclosureStatistics Canada advises you that there could be a risk of disclosure during the transmission of information by facsimile or e-mail. However, upon receipt, Statistics Canada will provide the guaranteed level of protection afforded all information collected under the authority of the Statistics Act.

Record linkages – To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.

Data-sharing agreements – To reduce respondent burden, Statistics Canada has entered into data-sharing agreements under Section 12 of the Statistics Act with Transport Canada and the Canadian Transportation Agency. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use this data.

Although, under Section 12 of the Statistics Act, respondents can object to the sharing of information with other organizations, because Transport Canada has the legislative authority to collect this information on a mandatory basis pursuant to the Canada Transportation Act and the Transportation Information Regulations, respondents do not have the right to object to the sharing of the data.

However, respondents may refuse to share their information with the Canadian Transportation Agency by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Under the terms of the Section 12 agreement, the Canadian Transportation Agency has agreed to keep the data confidential and use them only for statistical purposes.

Please submit your data within 30 days of the current reference quarter.

Revenue passenger origin-destination survey – Statement 3 (I, II) record layout
Field Number Data Item Location of Data
1 Passenger Count 1-6
2 1st Airport Code 7-9
3 1st Operating Carrier 10-11
4 1st Advertised Carrier 12-13
5 Fare Basis Code 14
6 2nd Airport Code 15-17
7 2nd Operating Carrier 18-19
8 2nd Advertised Carrier 20-21
9 Fare Basis Code 22
10 3rd Airport Code 23-25
11 3rd Operating Carrier 26-27
12 3rd Advertised Carrier 28-29
13 Fare Basis Code 30
14 4th Airport Code 31-33
15 4th Operating Carrier 34-35
16 4th Advertised Carrier 36-37
17 Fare Basis Code 38
18 5th Airport Code 39-41
19 5th Operating Carrier 42-43
20 5th Advertised Carrier 44-45
21 Fare Basis Code 46
22 6th Airport Code 47-49
23 6th Operating Carrier 50-51
24 6th Advertised Carrier 52-53
25 Fare Basis Code 54
26 7th Airport Code 55-57
27 7th Operating Carrier 58-59
28 7th Advertised Carrier 60-61
29 Fare Basis Code 62
30 8th Airport Code 63-65
31 8th Operating Carrier 66-67
32 8th Advertised Carrier 68-69
33 Fare Basis Code 70
34 9th Airport Code 71-73
35 9th Operating Carrier 74-75
36 9th Advertised Carrier 76-77
37 Fare Basis Code 78
38 10th Airport Code 79-81
39 10th Operating Carrier 82-83
40 10th Advertised Carrier 84-85
41 Fare Basis Code 86
42 11th Airport Code 87-89
43 11th Operating Carrier 90-91
44 11th Advertised Carrier 92-93
45 Fare Basis Code 94
46 12th Airport Code 95-97
47 12th Operating Carrier 98-99
48 12th Advertised Carrier 100-101
49 Fare Basis Code 102
50 13th Airport Code 103-105
51 13th Operating Carrier 106-107
52 13th Advertised Carrier 108-109
53 Fare Basis Code 110
54 14th Airport Code 111-113
55 14th Operating Carrier 114-115
56 14th Advertised Carrier 116-117
57 Fare Basis Code 118
58 15th Airport Code 119-121
59 15th Operating Carrier 122-123
60 15th Advertised Carrier 124-125
61 Fare Basis Code 126
62 16th Airport Code 127-129
63 16th Operating Carrier 130-131
64 16th Advertised Carrier 132-133
65 Fare Basis Code 134
66 17th Airport Code 135-137
67 17th Operating Carrier 138-139
68 17th Advertised Carrier 140-141
69 Fare Basis Code 142
70 18th Airport Code 143-145
71 18th Operating Carrier 146-147
72 18th Advertised Carrier 148-149
73 Fare Basis Code 150
74 19th Airport Code 151-153
75 19th Operating Carrier 154-155
76 19th Advertised Carrier 156-157
77 Fare Basis Code 158
78 20th Airport Code 159-161
79 20th Operating Carrier 162-163
80 20th Advertised Carrier 164-165
81 Fare Basis Code 166
82 21st Airport Code 167-169
83 21st Operating Carrier 170-171
84 21st Advertised Carrier 172-173
85 Fare Basis Code 174
86 22nd Airport Code 175-177
87 22nd Operating Carrier 178-179
88 22nd Advertised Carrier 180-181
89 Fare Basis Code 182
90 23rd Airport Code 183-185
91 23rd Operating Carrier 186-187
92 23rd Advertised Carrier 188-189
93 Fare Basis Code 190
94 24th Airport Code 191-193
95 Blank 194-195
96 Total Ticket Value ($Cdn) 196-200

Appendix C: Glossary of Terms

Selected terms used in these instructions are defined and explained in the glossary in the context applicable to these instructions only. They are not intended to be general definitions for use beyond the confines of this passenger survey.

Carrier

  • Advertised Carrier: The airline whose code and flight number appear on the flight coupon or in the ticket itinerary.

  • Carrier: Any scheduled air carrier, Canadian or foreign, that appears on a coupon stage in a ticket itinerary, including helicopter and taxi carriers.

  • Operating Carrier: The air carrier that actually operated the advertised flight. The operating carrier may advertise its own flight while allowing another airline to advertise the same flight.  In some situations, the code-share operator does not advertise service under its own name and only operates flights for the airline advertising the service.

  • Participating Carrier: A carrier that is governed by the survey data collection and reporting instructions contained herein and which is required to file POD reports with the Aviation Statistics Centre.

  • Reporting Carrier: The air carrier in a given itinerary, which has identified the reportable flight coupon and recorded the itinerary for inclusion in the data submission to the Passenger Origin-Destination Survey.

Carrier Reporting Level (2010 definitions):

  • Level I: Every Canadian air carrier that, in the calendar year immediately preceding the reporting year, transported at least 2 million revenue passengers or at least 400 thousand tonnes of cargo.

  • Level II: Every Canadian air carrier that, in the calendar year immediately preceding the reporting year, transported at least 100 thousand, but fewer than 2 million revenue passengers, or at least 50 thousand but less than 400 thousand tonnes of cargo.

  • Level III: Every Canadian air carrier not classified in reporting level I or II that, in the calendar year immediately preceding the reporting year, realized gross revenues of at least 2 million dollars for the provision of air services for which the air carrier held a licence.

  • Level IV: Every Canadian air carrier not classified in reporting level I, II or III that, in the calendar year immediately preceding the reporting year, realized gross revenues of less than 2 million dollars for the provision of air services for which the air carrier held a licence.

Change of Gauge: The planned change from one aircraft to another or from an aircraft of one size to that of another size within the itinerary of a single flight number.  For example, a flight from Sydney to Los Angeles may operate from Sydney to Auckland with a B767 and from Auckland to Los Angeles with a B747.  For the purposes of POD Survey reporting, a passenger with a SYD-LAX coupon should be reported as SYD-AKL-LAX such that the point of change of gauge is inserted in the reported itinerary.

Connection:

  • Interline Connection: A passenger’s transfer from a flight operated by one airline to a flight operated by another airline, with or without a stopover, at an intermediate point in an itinerary.

  • Intraline Connection: A passenger’s transfer from one flight to another flight at an intermediate point in an itinerary, where the same air carrier operates both flights.

Itinerary: All points in the passenger journey, beginning with the origin, followed by the routing, and ending with the destination, in the sequence shown on the ticket.

Lifted Flight Coupon (or Electronic Equivalent): A passenger ticket coupon, good for travel on a single flight that has been either removed by the transporting airline at the time of passenger boarding or surrendered by the passenger in exchange for a boarding pass. The electronic equivalent would be any evidence of passenger travel on a flight that is part of a ticket itinerary.

Point:

  • Intermediate Point: Any point in an itinerary, other than the origin or destination, at which the passenger makes an interline or intraline connection.

  • Point:  A city or airport (including heliports).

Revenue Passenger: A person for whose transportation an air carrier receives commercial remuneration.  This definition includes, for example, (i) passengers travelling under publicly available promotional offers (“two-for-one”) or loyalty programs (“frequent flyers”); (ii) passengers travelling as compensation for denied boarding; (iii) passengers travelling at corporate discounts ; (iv) passengers travelling on preferential fares (government, seamen, military, youth, student).  This definition excludes, for example, (i) persons travelling free; (ii) persons travelling at a fare or discount available only to employees of air carriers or their agents; (iii) employees of an air carrier travelling on the business of the carrier; (iv) infants who do not occupy a seat.

Routing: The carrier on each flight coupon stage in an itinerary and the intermediate points of connection (interline and intraline) in the sequence of occurrence in the movement of the passengers from origin to destination.

Scheduled Service: The operation of a flight on a regular basis according to a published timetable and available to the public on short notice.

Surface Segment: Ground transportation (bus, rail, boat) that is included as part of a ticketed air itinerary and the total value of the ticket.

Ticket:

  • Conjunction Ticket: Two or more tickets concurrently issued to a passenger, which in total constitute a single travel document for a single ticket itinerary.

  • Electronic Ticket: A computer record of a ticketed passenger itinerary and fare.

  • Group‑Fare Ticket: A single ticket valid for the transportation of two or more revenue passengers over the same itinerary.

  • Reissued Ticket: A ticket issued in exchange for all or part of the unused portion of a previously issued ticket.

  • Single‑Passenger Ticket: A passenger ticket valid for transportation of only one revenue passenger over a given itinerary.

Ticket Destination: The last point in the itinerary and the last point at which the passenger is to deplane at the completion of the journey.  (In round‑trip itineraries, the ticket destination and the ticket origin are the same.)

Ticket Number: The sequential number on a ticket, consisting of a three-digit carrier number and a ten-digit document number.  The check digit is excluded.  For the purposes of identifying zero-ending tickets for inclusion in the sample for the POD Survey, it is the tenth digit of the document number that is to be considered.  The ticket number is also known as the document control number or form and serial number.

Ticket Origin: The first point in the itinerary and the point where the passenger first boards an air carrier.

Appendix D: Summary of Sample Selection Logic

Step 1: Tickets Issued by Reporting Airline or Other Airlines

Step 2: Is the Ticket for a Group of 11+ passengers?

  • If Yes, go to Step 4
  • If No, go to Step 3

Step 3: Does the ticket number end in zero?

  • If Yes, go to Step 4
  • If No, do not report Ticket to POD Survey

Step 4: If this is a Conjunction Ticket, is this the first Booklet?

  • If Yes, go to step 5
  • If No, do not report Ticket to POD Survey

Step 5: Was the ticket first used during the Quarter being Processed?

  • If Yes, go to Step 6
  • If No, do not report Ticket to POD Survey

Step 6:

  • Determine Operating Carrier for all Trip Segments on which Reporting Carrier or its Affiliate was or will Transport the Passenger.
  • Convert the Fare Basis Code on Each Coupon to one of the U.S.DOT\StatsCan POD Survey Fare Basis reporting codes.
  • Is Reporting Carrier the First Operating Carrier in the Ticket Itinerary?
  • If Yes, go to Step 7
  • If No, do not report Ticket to POD Survey

Step 7: Report Entire Ticketed Itinerary to POD Survey

Appendix E: United states department of transportation / statistics canada air passenger origin and destination survey codes for reporting fare basis information in the itinerary record

Seven single-character codes, created by the United States Department of Transportation (U.S. DOT), Bureau of Transportation Statistics, Office of Airline Information, are to be used for reporting fare basis information in the POD Survey.  These codes are designed to provide identification for unrestricted (full) and restricted (discount) fares in first class, business class and coach class categories and a code for an unknown fare basis.  The POD Survey fare basis reporting codes are:

  • F  -  Unrestricted First Class
  • G  -  Restricted First Class
  • C  -  Unrestricted Business Class
  • D  -  Restricted Business Class
  • Y  -  Unrestricted Coach/Economy Class
  • X  -  Restricted Coach/Economy Class
  • U  -  Unknown (This fare category is used when a fare basis code is not shown on a ticket coupon, or when you cannot read the fare basis code, or when two or more carrier fare codes are compressed into a single coupon.)

“Unrestricted” includes all fares not subject to restrictions other than time of day, such as night and off-peak fares.  These categories include all “full” or “premium” fares (F, C, P, W, Y, J, R), plus all otherwise unrestricted off-peak fares (FN, YN, CN, and KN) and the “economy” (K) fares.

“Restricted” includes any fare subject to significant restrictions, such as, advanced purchase requirements, minimum or maximum stay, refund penalty, membership in a particular group (military, youth, clergy), tour package and similar characteristics.


Notes

  1. See definitions under “Carrier Reporting Level” in the Glossary in Appendix C.
  2. See definition of “Ticket: Conjunction” in the Glossary in Appendix C.
  3. For a list of the carriers participating in the POD Survey, see Appendix A.
  4. See definition of “Revenue Passenger” in the Glossary in Appendix C.

Weighting Diagram of the Consumer Price Index - 2011 Basket at 2011 and January 2013 Prices, Canada, Primary Classification

Weighting Diagram of the Consumer Price Index - 2011 Basket at 2011 and January 2013 Prices, Canada, Primary Classification
Table summary
This table displays the results of weighting diagram of the consumer price index - 2011 basket at january 2013 prices 2011 basket at 2011 prices and 2011 basket at january 2013 prices (appearing as column headers).
  2011 Basket at 2011 Prices 2011 Basket at January 2013 Prices
All-items CPI 100.00 100.00
Food 16.35 16.60
Food purchased from stores 11.48 11.61
Meat 2.09 2.19
Fresh or frozen meat (excluding poultry) 0.83 0.87
Fresh or frozen beef 0.54 0.58
Fresh or frozen pork 0.22 0.23
Other fresh or frozen meat (excluding poultry) 0.06 0.06
Fresh or frozen poultry meat 0.48 0.51
Fresh or frozen chicken 0.40 0.43
Other fresh or frozen poultry meat 0.08 0.08
Processed meat 0.78 0.80
Ham and bacon 0.12 0.11
Other processed meat 0.66 0.69
Fish, seafood and other marine products 0.44 0.43
Fish 0.29 0.29
Fresh or frozen fish (including portions and fish sticks) 0.22 0.22
Canned and other preserved fish 0.07 0.08
Seafood and other marine products 0.15 0.14
Dairy products and eggs 1.76 1.76
Dairy products 1.62 1.60
Fresh milk 0.47 0.47
Butter 0.08 0.08
Cheese 0.58 0.56
Ice cream and related products 0.11 0.11
Other dairy products 0.38 0.37
Eggs 0.14 0.16
Bakery and cereal products (excluding infant food) 1.81 1.85
Bakery products 1.12 1.14
Bread (including rolls and buns) 0.55 0.57
Biscuits 0.24 0.24
Other bakery products 0.33 0.33
Cereal products (excluding infant food) 0.69 0.71
Rice (including rice-based mixes) 0.09 0.08
Breakfast cereal and other grain products (excluding infant food) 0.43 0.45
Pasta products 0.11 0.11
Flour and flour based mixes 0.06 0.06
Fruit, fruit preparations and nuts 1.32 1.37
Fresh fruit 0.82 0.85
Apples 0.12 0.13
Oranges 0.10 0.09
Bananas 0.10 0.10
Other fresh fruit 0.50 0.52
Preserved fruit and fruit preparations 0.37 0.37
Fruit juices 0.22 0.22
Other preserved fruit and fruit preparations 0.14 0.14
Nuts 0.13 0.15
Vegetables and vegetable preparations 1.29 1.26
Fresh vegetables 0.96 0.93
Potatoes 0.10 0.10
Tomatoes 0.11 0.12
Lettuce 0.08 0.08
Other fresh vegetables 0.67 0.63
Preserved vegetables and vegetable preparations 0.33 0.33
Frozen and dried vegetables 0.08 0.09
Canned vegetables and other vegetable preparations 0.25 0.24
Other food products and non-alcoholic beverages 2.77 2.75
Sugar and confectionery 0.49 0.49
Sugar and syrup 0.08 0.08
Confectionery 0.41 0.41
Fats and oils 0.14 0.14
Margarine 0.05 0.05
Other edible fats and oils 0.09 0.09
Coffee and tea 0.26 0.27
Coffee 0.21 0.22
Tea 0.05 0.05
Condiments, spices and vinegars 0.38 0.38
Other food preparations 0.99 1.00
Soup 0.13 0.13
Infant and baby foods 0.08 0.08
Pre-cooked frozen food preparations 0.27 0.27
All other food preparations 0.51 0.52
Non-alcoholic beverages 0.50 0.47
Food purchased from restaurants 4.88 4.99
Food purchased from table-service restaurants 2.88 2.94
Food purchased from fast food and take-out restaurants 1.24 1.26
Food purchased from cafeterias and other restaurants 0.76 0.78
Shelter 25.86 26.26
Rented accommodation 5.92 5.98
Rent 5.76 5.81
Tenants' insurance premiums 0.09 0.08
Tenants' maintenance, repairs and other expenses 0.07 0.08
Owned accommodation 15.54 15.81
Mortgage interest cost 4.13 4.11
Homeowners' replacement cost 4.25 4.34
Property taxes (including special charges) 3.26 3.36
Homeowners' home and mortgage insurance 1.21 1.23
Homeowners' maintenance and repairs 1.20 1.25
Other owned accommodation expenses 1.49 1.52
Water, fuel and electricity 4.40 4.48
Electricity 2.40 2.48
Water 0.59 0.65
Natural gas 1.06 0.99
Fuel oil and other fuels 0.35 0.36
Household operations, furnishings and equipment 12.57 12.66
Household operations 8.83 9.01
Communications 3.31 3.36
Telephone services 2.37 2.39
Postal and other communications services 0.08 0.09
Internet access services and subscriptions to online content providers (excluding online newspapers and periodicals) (200212=100) 0.78 0.81
Telephone equipment (201104=100) 0.07 0.07
Child care and housekeeping services 1.13 1.16
Child care services 0.81 0.83
Housekeeping services 0.32 0.33
Household cleaning products 0.42 0.43
Detergents and soaps (other than personal care) 0.17 0.17
Other household cleaning products 0.26 0.26
Paper, plastic and foil supplies 0.59 0.60
Paper supplies 0.48 0.49
Plastic and foil supplies 0.11 0.11
Other household goods and services 3.38 3.45
Pet food and supplies 0.70 0.70
Seeds, plants and cut flowers 0.37 0.36
Other horticultural goods 0.11 0.11
Other household supplies 0.19 0.20
Other household services 1.33 1.35
Financial services (200212=100) 0.68 0.74
Household furnishings and equipment 3.74 3.66
Furniture and household textiles 1.47 1.43
Furniture 1.17 1.13
Upholstered furniture 0.46 0.47
Wooden furniture 0.30 0.28
Other furniture 0.41 0.39
Household textiles 0.30 0.30
Window coverings 0.10 0.10
Bedding and other household textiles 0.13 0.13
Area rugs and mats 0.07 0.07
Household equipment 1.93 1.89
Household appliances 0.82 0.80
Cooking appliances 0.17 0.17
Refrigerators and freezers 0.17 0.17
Laundry and dishwashing appliances 0.24 0.23
Other household appliances 0.25 0.24
Non-electrical kitchen utensils, tableware and cookware 0.24 0.22
Tools and other household equipment 0.87 0.86
Household tools (including lawn, garden and snow removal equipment) 0.44 0.44
Other household equipment 0.43 0.42
Services related to household furnishings and equipment 0.23 0.22
Other household furnishings and equipment 0.11 0.11
Clothing and footwear 6.20 5.82
Clothing 3.98 3.66
Women's clothing 2.09 1.88
Men's clothing 1.37 1.31
Children's clothing (including infants) 0.52 0.47
Footwear 1.25 1.17
Women's footwear (excluding athletic) 0.43 0.40
Men's footwear (excluding athletic) 0.22 0.21
Children's footwear (excluding athletic) 0.11 0.10
Athletic footwear 0.49 0.47
Clothing accessories, watches and jewellery 0.68 0.69
Leather clothing accessories 0.11 0.11
Other clothing accessories 0.17 0.15
Watches 0.10 0.09
Jewellery 0.31 0.34
Clothing material, notions and services 0.29 0.29
Clothing material and notions 0.05 0.05
Laundry services 0.09 0.10
Dry cleaning services 0.11 0.12
Other clothing services 0.04 0.04
Transportation 20.05 19.98
Private transportation 18.06 17.99
Purchase, leasing and rental of passenger vehicles 7.64 7.73
Purchase and leasing of passenger vehicles 7.55 7.65
Purchase of passenger vehicles 6.64 6.72
Leasing of passenger vehicles 0.92 0.93
Rental of passenger vehicles 0.09 0.09
Operation of passenger vehicles 10.42 10.25
Gasoline 4.85 4.62
Passenger vehicle parts, maintenance and repairs 1.76 1.80
Passenger vehicle parts, accessories and supplies 0.68 0.70
Passenger vehicle maintenance and repair services 1.08 1.10
Other passenger vehicle operating expenses 3.81 3.83
Passenger vehicle insurance premiums 2.92 2.91
Passenger vehicle registration fees 0.26 0.27
Drivers' licences 0.11 0.11
Parking fees 0.35 0.36
All other passenger vehicle operating expenses 0.18 0.17
Public transportation 1.99 1.99
Local and commuter transportation 0.64 0.66
City bus and subway transportation 0.50 0.52
Taxi and other local and commuter transportation services 0.14 0.14
Inter-city transportation 1.22 1.20
Air transportation 1.14 1.12
Rail, highway bus and other inter-city transportation 0.08 0.08
Other public transportation 0.13 0.13
Health and personal care 4.95 4.93
Health care 2.94 2.90
Health care goods 1.85 1.79
Medicinal and pharmaceutical products 1.47 1.41
Prescribed medicines 0.88 0.83
Non-prescribed medicines 0.59 0.58
Eye care goods 0.30 0.30
Other health care goods 0.08 0.08
Health care services 1.09 1.11
Eye care services (200704=100) 0.08 0.08
Dental care 0.63 0.64
Other health care services 0.38 0.38
Personal care 2.02 2.03
Personal care supplies and equipment 1.28 1.29
Personal soap 0.09 0.09
Toiletry items and cosmetics 0.64 0.63
Oral-hygiene products 0.10 0.10
Other personal care supplies and equipment 0.45 0.46
Personal care services 0.73 0.74
Recreation, education and reading 11.26 10.96
Recreation 8.32 7.92
Recreational equipment and services (excluding recreational vehicles) 1.52 1.41
Sporting and athletic equipment 0.17 0.16
Toys, games (excluding video games) and hobby supplies 0.28 0.27
Digital computing equipment and devices 0.66 0.59
Computer equipment, software and supplies (201104=100) 0.55 0.49
Multipurpose digital devices (201104=100) 0.11 0.10
Photographic equipment and supplies 0.09 0.07
Other recreational equipment 0.16 0.15
Recreational services 0.16 0.17
Purchase and operation of recreational vehicles 1.40 1.38
Purchase of recreational vehicles and outboard motors 1.03 1.01
Operation of recreational vehicles 0.37 0.37
Fuel, parts and accessories for recreational vehicles 0.11 0.11
Insurance, licences and other services for recreational vehicles 0.26 0.26
Home entertainment equipment, parts and services 0.86 0.74
Audio equipment 0.18 0.15
Video equipment 0.46 0.36
Rental of video discs, tapes and videogames 0.03 0.03
Purchase of recorded and unrecorded electronic media 0.18 0.17
Other home entertainment equipment, parts and services 0.02 0.02
Travel services 2.28 2.05
Traveller accommodation 1.33 1.26
Travel tours 0.95 0.80
Other cultural and recreational services 2.27 2.34
Spectator entertainment (excluding cablevision and satellite services) 0.30 0.30
Cablevision and satellite services (including pay per view television) 1.22 1.28
Use of recreational facilities and services 0.63 0.63
All other cultural and recreational services 0.12 0.13
Education and reading 2.94 3.04
Education 2.52 2.64
Tuition fees 1.85 1.95
School textbooks and supplies 0.31 0.32
Other lessons, courses and education services 0.36 0.37
Reading material and other printed matter (excluding textbooks) 0.41 0.41
Newspapers 0.06 0.06
Magazines and periodicals 0.07 0.07
Books and other printed matter (excluding textbooks) 0.26 0.25
Other reading material and other printed material (excluding textbooks) 0.02 0.02
Alcoholic beverages and tobacco products 2.76 2.79
Alcoholic beverages 1.60 1.62
Alcoholic beverages served in licensed establishments 0.39 0.39
Beer served in licensed establishments 0.20 0.20
Wine served in licensed establishments 0.08 0.08
Liquor served in licensed establishments 0.11 0.11
Alcoholic beverages purchased from stores 1.22 1.22
Beer purchased from stores 0.54 0.55
Wine purchased from stores 0.38 0.38
Liquor purchased from stores 0.28 0.28
Other alcoholic beverages purchased in stores 0.01 0.01
Tobacco products and smokers' supplies 1.16 1.18
Cigarettes 1.10 1.12
Other tobacco products and smokers' supplies 0.06 0.06
Note: Figures may not add up to 100 due to rounding.