Geographical map of 2006 Census Metropolitan Area of Saint John, New Brunswick. The following Census subdivisions are listed within this region: Grand Bay-Westfield, Greenwich, Hampton, Kingston, Lepreau, Musquash, Petersville, Quispamsis, Rothesay, Saint John, Saint Martins, Simonds, St. Martins, Upham, Westfield.
Source: 2006 Census of Canada. Produced by the Geography Division, Statistics Canada, 2011.
The following provides information to assist in completing the Annual Survey of End Use of Refined Petroleum Products.
The end use categories requested in this questionnaire have been established to correlate as close as possible with the 1997 North American Industry Classification System (NAICS).
In completing this form include the known or an authoritative estimate of the sales by category of jobbers, agents etc. , who themselves are not respondents. If such sales of a partiucular jobber’s or agents disposition of a product are not available, deliveries to that re-seller should be classified as “non-allocated” sales and detailes accordingly.
The following definitions relate to the categories listed by line number on the questionnaire:
The provincial entries for this line should agree with the sum of entries reported to Statistics Canada on the “Monthly Refined Petroleum Products Surveys”, line 16 “Net Sales in Canada”.
This line should be used for sales that have been incorrectly reported or revised on the Monthly Refined Petroleum Products (RPP) survey. Details of the corresponding changes to the monthly RPP for the month(s) revised should also be submitted to Statistics Canada.
This figure is attained by calculating line 1 plus (or minus) line 2. The provincial entries on this line are to be used for the breakdown of end use of refined petroleum products.
Include all sales to establishments primarily engaged in mining, beneficiating or otherwise preparing iron ores. NAICS code 21221. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in exploration of and/or production of crude oil and natural gas, whether by conventional or non-conventional methods. Also include establishments primarily engaged in contract drilling operations for oil and gas as well as services incidental to oil and gas extraction. NAICS codes 211 and 213. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in mining activities other than iron mines. This category includes metal mines (excluding iron mines), non-metal mines, coal mines, stone quarries, and sand and gravel pits. NAICS code 212 excluding 21221 (which should be reported in line 4). Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in manufacturing and processing food products. These establishments typically sell to wholesalers or retailers, for distribution to consumers. NAICS code 311. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in manufacturing pulp, paper and paper products. NAICS code 322. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in operating blast furnaces, casting mills, rolling mills or coke oven operated in association with blast furnaces including ferrous metal foundries. NAICS codes 3311, 3312 and 33151. Exclude any offsite transportation fuel use that should be included in road transport.
Include all sales to establishments primarily engaged in the production of aluminium and in the refining of non-ferrous metals and including non-ferrous metal foundries. NAICS codes 3313, 3314 and 33152. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in the manufacturing of cement, NAICS code 32731. Do not include ready mix concrete operations which should be placed in “other manufacturing” (line 14). Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in the manufacturing of a group of refined petroleum products including fuels, blended oils and greases. NAICS code 324. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in manufacturing industrial organic and inorganic chemicals and chemical fertilizers. NAICS codes 3251 and 3253. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to manufacturing establishments not covered above. This category comprises establishments which are primarily engaged in the following manufacturing activities:
| NAICS code | |
|---|---|
| Beverage and Tobacco Product Manufacturing | 312 |
| Textile Mills | 313 |
| Textile Product Mills | 314 |
| Clothing Manufacturing | 315 |
| Leather and Allied Product Manufacturing | 316 |
| Wood Product Manufacturing | 321 |
| Printing and Related Support Activities | 323 |
| Resin, Synthetic Rubber and Artificial and Synthetic Fibers and Filaments Manufacturing | 3252 |
| Pharmaceutical and Medicine Manufacturing | 3254 |
| Paint, Coating and Adhesive Manufacturing | 3255 |
| Soap, Cleansing Compound and Toilet Preparation Mfg | 3256 |
| Other Chemical Product Manufacturing | 3259 |
| Plastics and Rubber Products Manufacturing | 326 |
| Non-Metallic Mineral Product Manufacturing - (excluding Cement Manufacturing - 32731) | 327 |
| Fabricated Metal Product Manufacturing | 332 |
| Machinery Manufacturing | 333 |
| Computer and Electronic Product Manufacturing | 334 |
| Electrical Equipment, Appliance and Component Mfg | 335 |
| Transportation Equipment Manufacturing | 336 |
| Furniture and Related Product Manufacturing | 337 |
| Miscellaneous Manufacturing | 339 |
Exclude any offsite transportation fuel use, which should be included in road transport.
The provincial entries on this line are the sum of lines 7 to 14.
Include all sales to establishments primarily engaged in forestry and logging services. NAICS codes 113 and 1153. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments with land holdings primarily engaged in agricultural, hunting and trapping activity. In addition, include establishments primarily engaged in providing support activities; included are activities such as mushroom growing, greenhouses and nurseries, harvesting of fish and other wild animals, game retreats and hunting preserves. NAICS codes 111, 112, 114 (excluding 1141 which should be reported in line 25) and 115 (excluding 1153 which should be reported in line16). Exclude any offsite transportation fuel, which should be included in road transport.
Include all sales to establishments primarily engaged in the construction of buildings, highways, dams etc. , and those providing services to the construction industry. Also include special trade contractors primarily engaged in construction work in such specialties as plumbing, carpentry, painting, roofing, etc. NAICS code 23. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments of federal, provincial and municipal governments primarily engaged in activities associated with public administration. This includes establishments such as the Federal Public Service, the Department of National Defense, the Royal Canadian Mounted Police and provincial and local administrations. NAICS code 91. Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales to establishments primarily engaged in the generation of electric power. NAICS code 22111. Municipal utilities engaged in the distribution of electricity should be reported on line 29 - "Other Commercial and Institutional Sales". Exclude any offsite transportation fuel use, which should be included in road transportation.
Include all sales to establishments primarily engaged in operating railways ( i.e. establishments primarily engaged in the operation of long haul or mainline railways, short-haul railways and passenger railways are included). NAICS codes 482 and 4882. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales to establishments primarily engaged in for-hire, common-carrier transportation of people and/or goods using aircraft, such as airplanes and helicopters. NAICS codes 481 and 4881. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales to establishments primarily engaged in for-hire, common-carrier transportation of people and/or goods using aircraft, such as airplanes and helicopters. NAICS codes 481 and 4881. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales to establishments primarily engaged in the truck transportation of goods, transit and ground passenger transportation (urban transit systems, interurban and rural bus transportation, taxi and limousine services, school and employee bus transportation, charter bus industry, limousine service to airports and stations, shuttle services and special needs transportation), scenic and sightseeing transportation, and support activities for road transportation. NAICS codes 484, 485, 4871, 4879, 4884, 4885 and 4889. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales made in Canada to establishments primarily engaged in the water transportation of passengers and goods, using equipment designed for those purposes and provided by ships of Canadian registry (flag). In addition, include all sales made to establishments primarily engaged in commercial fishing. NAICS codes 483, 4872, 4883 and 1141. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales made in Canada to establishments primarily engaged in the water transportation of passengers and goods, using equipment designed for those purposes and provided by ships of foreign registry (flag). NAICS codes 483, 4872 and 4883. Fuels used for heating and cooling buildings and offices should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales to establishments primarily engaged in operating pipelines for the transport of natural gas, crude oil and other products. NAICS code 486. Establishments engaged in the distribution of natural gas through a system of mains should be reported on line 29 - "Other Commercial and Institutional Sales."
Include all sales to establishments engaged in retailing motor fuels by means of retail pumps, irrespective of the type of ownership or operation. Establishments that operate gasoline stations on behalf of their owners and receive a commission on the sales of fuels are also included. Fuels used for heating and cooling the retail outlet should be reported on line 29 - "Other Commercial and Institutional Sales".
Include all sales to final customers other than residential customers (as defined below), and those activities specifically listed above. The category comprises establishments that are primarily engaged in the following activities:
| NAICS code | |
|---|---|
| Water, Sewage and Other Systems | 2213 |
| Electric Power Transmission and Distribution | 22112 |
| Natural Gas Distribution | 2212 |
| Wholesale Trade | 41 |
| Retail Trade | 44 and 45 |
| Postal Service | 491 |
| Couriers and Messengers | 492 |
| Warehousing and Storage | 493 |
| Information and Cultural Industries | 51 |
| Finance and Insurance | 52 |
| Real Estate and Rental and Leasing | 53 |
| Professional, Scientific and Technical Services | 54 |
| Management of Companies and Enterprises | 55 |
| Administrative and Support, Waste Management and Remediation Services | 56 |
| Educational Services | 61 |
| Health Care and Social Assistance | 62 |
| Arts, Entertainment and Recreation | 71 |
| Accommodation and Food Services | 72 |
| Other Services (except Public Administration) | 81 |
Exclude any offsite transportation fuel use, which should be included in road transport.
Include all sales destined to be used in personal residences including single family residences and apartments. Include apartment hotels, and condominiums.
Include all sales to jobbers, resellers, agents, etc. , who are not respondents to this survey and whose disposition cannot be estimated reasonably accurately. Sales listed in this category must be detailed on the back of this questionnaire giving the name of the company the sale was made to, the province of delivery and the volume of the transaction. Do not include sales/deliverables to other reporting companies, as these are not considered to be sales, but transfers between reporting companies in the Monthly Refined Petroleum Products Reports.
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
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.
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:
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.
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 liquefied petroleum gas (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.
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.
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.
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:
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.
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.
Report all marketing losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions.
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.
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).
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 ‑ Volumn 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 ‑ Volumn 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.
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.
For help in completing this form, please contact
Randall Sheldrick at (613) 951-4804
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 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 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, n o. 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. |
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.
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.
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.
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.
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.
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.
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.
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:
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.
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).
The total reported at line 25 of page 1 should be reported according to the five following categories:
The following explanation concerns refinery, feedstocks, other than crude oil, includes any materials:
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: Liquefied petroleum gas (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.
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:
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.
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.
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.
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:
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.
Under no circumstances should propane or butanes be shown as unfinished products merely because of doubt regarding final disposition.
Further, for Petrochemical Feedstock’s ‑ 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 feedstock’s naphtha used to make hydrocarbon solvents see "Naphtha Specialties". For a more detailed description of the method of treating petrochemical feedstock’s, 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.
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 feedstock’s 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.
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 feedstock’s) 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:
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.
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 Feedstock’s".
Product 2. Petrochemical Feedstock’s
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).
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.
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:
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.
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:
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:
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.
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:
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.
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.
Reports all refinery or marketing losses due to metering differences, shrinkage, spillage, etc. Include also any adjustments caused by inventory revisions.
Report all amounts of product produced or purchased and used in company operations. Exclude petro-chemical feedstock’s 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.
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).
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 feedstock’s 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
For help in completing this form, please contact
Randall Sheldrick at (613) 951-4804
See page 16 for details on the petrochemical feedstock stream.
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).
This net figure equal’s gross petrochemical feedstock’s sent by the refinery to petrochemical activities less the backflow of energy by-products; therefore, representing the net disappearance of petrochemical feedstock’s needed for Canadian petrochemical activities.
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 feedstock’s product page through interproducts transfers (line 2).
Rule #2: Production of petrochemical feedstock’s can be reported by two methods (see examples below). The "net yield" method is preferred, that is, net petrochemical feedstock’s (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 feedstock’s 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 feedstock’s 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".
Example 1 ‑ Net Yield Method (Recommended)
| Crude input 250 | Mogas | Petrochem | Unfinished | Total |
|---|---|---|---|---|
| Refinery Production | 110 | 30 | 110 | 250 |
| Backflow (memo item only) | 20 | |||
| 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 feedstock’s equals 30 and the gross petrochemical feedstock’s 50 which is 30 plus the backflow of 20. The interproduct transfer’s line is not used.
Example 2 ‑ Gross method of petrochemical feedstock’s (Alternative)
| Crude input 250 | Mogas | Petrochem | Unfinished | Total |
|---|---|---|---|---|
| Refinery Production | 100 | 50 | 100 | 250 |
| Backflow (memo item only) | 20 | |||
| Interproduct Transfer | +10 | -20 | +10 | |
| Net sales in Canada | 110 | 30 | 110 | 250 |
In this method, the refinery production equals the gross petrochemical feedstock’s (50). The backflow (20) is transferred to motor gasoline (10) and to unfinished products (10) by interproducts transfers line; the net petrochemical feedstock’s is therefore 30.
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 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 feedstock’s............ | 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 feedstock’s, 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 (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.
Confidential when completed
This annual survey is conducted under the authority of the Statistics Act, Revised Statutes of Canada 1985, Chapter S19.
Completion of this questionnaire is a legal requirement under the Statistics Act.
Correct mailing address information if necessary using the corresponding boxes below:
Legal Name:
Business Name:
Mailing Address:
City:
Province/Territory:
Postal Code:
Language Preference:
1 English
2 French
Confidentiality:
Statistics Canada is prohibited by law from releasing any information from this survey which would identify any person, business, or organisation, unless consent has been given by the respondent or as permitted by the Statistics Act. The information from this survey will be treated in strict confidence, used for statistical purposes and published in aggregate form only. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation.
Data Sharing Agreement:
To reduce duplication and to ensure more uniform statistics, Statistics Canada has entered into an agreement under section 12 of the Statistics Act with the Canadian Institute for Health Information (CIHI) for the sharing of information from this survey. Under section 12 of the Statistics Act you may refuse to share your information with the Canadian Institute for Health Information by writing to the Chief Statistician and returning your letter of objection along with the completed questionnaire in the enclosed return envelope.
Survey purpose:
This survey collects social, financial and operating data required to produce statistics for your industry. For more information, please consult the enclosed reporting guide.
Coverage:
Please complete a questionnaire for the operation and location described on the label. You should only report for those facilities located in Canada.
Return of questionnaire:
Please complete and return your questionnaire within 30 days of receipt Please note that audited data is not required for this survey. Please send the completed questionnaire in the enclosed envelope or by facsimile toll-free to 1 877 256-2370.
Do you have any questions? Do you need another questionnaire?
For assistance and information please call: 1 888 291-6111
Type of organization (Check one only): Refer to this section in the guide
1 Sole proprietorship
2 Partnership
3 Incorporated company
4 Co-operative
5 Joint venture
6 Government business entity
7 Government
8 Non-profit organization
GST Number / Business Number:
Does your business have a GST Registration Account Number or a Business Number (BN)?
1 Yes > If yes, please report your GST number or Business Number
3 No
Reporting Arrangement
Are you reporting for more than one facility?
1 Yes > If yes, please report the number of facilities you are reporting for with this form
3 No
Name of person completing this questionnaire:
Last Name: (please print)
First Name:
Telephone:
Area Code
Number
Extension:
Facsimile:
Area Code
Number
Title:
Email address:
Fiscal Period
For the purpose of this survey, please report information for your 12-month fiscal period for which the final day occured on or between April 1, 2009 and March 31, 2010. For example, if your fiscal period ended December 31, 2009, please report for the period January 1, 2009 to December 31, 2009.
From
Day
Month
Year
To
Day
Month
Year
(Check one only)
Proprietary
Religious
Lay ( i.e. , not for profit, non-profit voluntary associations, societies)
Municipal
Provincial or Territorial
Federal
Regional Health Authority, Board, District, Corporation
1. Number of beds (including respite beds)
Licensed or approved
Staffed and in operation (in use or vacant)
Number of Days
1. Provincial Health Department or Ministry ( i.e. , Provincial Health Insurance Plan, Regional Health Authority)
2. Provincial Social Services Department or Ministry ( i.e. , Provincial Social Services Plan)
3. Other Provincial Department or Ministry (specify)
4. Municipalities, regional or district administration
5. All other, including federal government and self-pay by residents
6. Total days (sum of boxes 131 to 135)
Number of Residents
1. In facility on the first day of the fiscal period
2. Admissions during reporting period
3. Total under care (box 151 plus 152)
4. Discharges during reporting period
5. Deaths during reporting period
6. Total separations (box 154 plus 155)
7. In facility on the last day of the fiscal period (box 153 minus 156)
* Box 157 must agree with boxes 221, 240 and 272.
Number of Residents
Male
Female
Age Groups (Count each person once only)
1. Less than 10 years
2. 10 to 17 years
3. 18 to 44 years
4. 45 to 64 years
5. 65 to 69 years
6. 70 to 74 years
7. 75 to 79 years
8. 80 to 84 years
9. 85 years and over
10.Total residents (sum of lines 1 to 9)
Grand Total Residents
Please group all residents in facility on the last day of the fiscal period into the following
(Count each person once only)
Number of Residents
1. Room and board only
2. Room and board with guidance/counselling with respect to social, employment, addiction problems,or parental guidance with skilled counselling ( i.e. , child care homes)
3. Room and board with custodial care and/or special school, sheltered workshop, etc.
4. Type I ( i.e. , supervision and/or assistance with daily living and meeting psycho-social needs)
5. Type II ( i.e. , medical and professional nursing supervision, etc. )
6. Type III ( i.e. , medical management, skilled nursing care, etc. )
7. Higher type
8. Total residents (sum of boxes 228 to 238)
(Count each person once only)
Number of Residents
1. Aged (65 years of age and over)
2. Physically Challenged and/or Disabled
3. Developmentally Delayed
4. Psychiatrically Disabled
5. Emotionally Disturbed Children
6. Addictions
7. Transients
8. Others (specify)
9. Total residents (sum of boxes 261 to 271)
* Totals in boxes 157, 221, 240 and 272 should agree.
Personnel – Do not include contract staff or professionals paid by an outside source
Personnel employed on the last day of the fiscal period (excluding casuals)
Total accumulated paid hours during reporting period (including casuals)
Full-time
Part-time
1. Direct Care Services
2. General Services (see definitions)
3. Total (sum of lines 1 & 2)
Hours reported should have corresponding dollar values reported in Section I.
Expenses – You may provide financial statements instead of completing the financial questions.
Financial information should be reported for the most recent fiscal year that ended at any time between April 1, 2009 and March 31, 2010. (Round to nearest dollar)
Salaries and wages
All other expenses
Total
1. Direct Care Services
2. General Services (include all employee benefits in box 462)
3. Other expenses (includes interest, rent, taxes, overhead (head office), depreciation, etc. )
4. Total Expenses (sum of lines 1, 2 & 3)
Dollar values reported should have corresponding hours reported in Section H.
Revenue – You may provide financial statements instead of completing the financial questions. Ensure sections A through H are completed.
Financial information should be reported for the most recent fiscal year that ended at any time between April 1, 2009 and March 31, 2010. (Round to nearest dollar)
Accommodations
Amount
1. Provincial Health Department or Ministry ( i.e. , Provincial Health Insurance Plan, Regional Health Authority)
2. Provincial Social Services Department or Ministry ( i.e. , Provincial Social Services Plan)
3. Other Provincial Department or Ministry (specify)
4. Municipalities, regional or district administrations
5. All other ( i.e. , federal government and W.C.B. )
6. Residents - co-insurance or self-pay
7. Differential - preferred accommodation
8. Total revenue from accommodation (sum of boxes 501 to 507)
9. Other Sundry earnings
10. Total revenue (sum of boxes 508 and 509)
Surplus (box 510 minus box 497)
Deficit (box 497 minus box 510)
Note: Audited data not required
1.How long did you spend collecting the data and completing this form?
hours
minutes
2. Comments?
We invite you to assist us in improving the survey. Your comments and general remarks would be greatly appreciated:
I certify that the information contained herein is complete and correct to the best of my knowledge.
Signature:
Date:
Year
Month
Day
Lost the postpaid envelope?
Please call us at 1-888-291-6111 or fax us at 1-877-256-2370.
Thank you for completing this questionnaire.
Confidential when completed
This annual survey is conducted under the authority of the Statistics Act, Revised Statutes of Canada 1985, Chapter S19.
Completion of this questionnaire is a legal requirement under the Statistics Act.
Correct mailing address information if necessary using the corresponding boxes below:
Legal Name:
Business Name:
Mailing Address:
City:
Province/Territory:
Postal Code:
Language Preference:
1 English
2 French
Confidentiality:
Statistics Canada is prohibited by law from releasing any information from this survey which would identify any person, business, or organisation, unless consent has been given by the respondent or as permitted by the Statistics Act. The information from this survey will be treated in strict confidence, used for statistical purposes and published in aggregate form only. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation.
Data Sharing Agreement:
To reduce duplication and to ensure more uniform statistics, Statistics Canada has entered into an agreement under section 12 of the Statistics Act with the Canadian Institute for Health Information (CIHI) for the sharing of information from this survey. Under section 12 of the Statistics Act you may refuse to share your information with the Canadian Institute for Health Information by writing to the Chief Statistician and returning your letter of objection along with the completed questionnaire in the enclosed return envelope.
Survey purpose:
This survey collects social, financial and operating data required to produce statistics for your industry. For more information, please consult the enclosed reporting guide.
Coverage:
Please complete a questionnaire for the operation and location described on the label. You should only report for those facilities located in Canada.
Return of questionnaire:
Please complete and return your questionnaire within 30 days of receipt. Please note that audited data is not required for this survey. Please send the completed questionnaire in the enclosed envelope or by facsimile toll-free to 1 877 256-2370.
Do you have any questions? Do you need another questionnaire?
For assistance and information please call: 1 888 291-6111
Type of organization (Check one only): Refer to this section in the guide
1 Sole proprietorship
2 Partnership
3 Incorporated company
4 Co-operative
5 Joint venture
6 Government business entity
7 Government
8 Non-profit organization
GST Number / Business Number:
Does your business have a GST Registration Account Number or a Business Number (BN)?
1 Yes > If yes, please report your GST number or Business Number
3 No
Reporting Arrangement
Are you reporting for more than one facility?
1 Yes > If yes, please report the number of facilities you are reporting for with this form
3 No
Name of person completing this questionnaire:
Last Name: (please print)
First Name:
Telephone:
Area Code
Number
Extension:
Facsimile:
Area Code
Number
Title:
Email address:
Fiscal Period
For the purpose of this survey, please report information for your 12-month fiscal period for which the final day occured on or between April 1, 2009 and March 31, 2010. For example, if your fiscal period ended December 31, 2009, please report for the period January 1, 2009 to December 31, 2009.
From
Day
Month
Year
To
Day
Month
Year
Ownership
(Check one only)
Proprietary
Religious
Lay ( i.e. , not for profit, non-profit voluntary associations, societies)
Municipal
Provincial or Territorial
Federal
Regional Health Authority, Board, District, Corporation
1. Number of beds (including respite beds)
Licensed or approved
Staffed and in operation (in use or vacant)
Number of Days
1. Provincial Health Department or Ministry ( i.e. , Provincial Health Insurance Plan, Regional Health Authority)
2. Provincial Social Services Department or Ministry ( i.e. , Provincial Social Services Plan)
3. Other Provincial Department or Ministry (specify)
4. Municipalities, regional or district administration
5. All other, including federal government and self-pay by residents
6. Total days (sum of boxes 131 to 135)
Number of Residents
1. In facility on the first day of the fiscal period
2. Admissions during reporting period
3. Total under care (box 151 plus 152)
4. Discharges during reporting period
5. Deaths during reporting period
6. Total separations (box 154 plus 155)
7. In facility on the last day of the fiscal period (box 153 minus 156)
* Box 157 must agree with boxes 221, 240 and 272.
Number of Residents
Male
Female
Age Groups (Count each person once only)
1. Less than 10 years
2. 10 to 17 years
3. 18 to 44 years
4. 45 to 64 years
5. 65 to 69 years
6. 70 to 74 years
7. 75 to 79 years
8. 80 to 84 years
9. 85 years and over
10.Total residents (sum of lines 1 to 9)
Grand Total Residents
Please group all residents in facility on the last day of the fiscal period into the following
(Count each person once only)
Number of Residents
1. Room and board only
2. Room and board with guidance/counselling with respect to social, employment, addiction problems,or parental guidance with skilled counselling ( i.e. , child care homes)
3. Room and board with custodial care and/or special school, sheltered workshop, etc.
4. Type I ( i.e. , supervision and/or assistance with daily living and meeting psycho-social needs)
5. Type II ( i.e. , medical and professional nursing supervision, etc. )
6. Type III ( i.e. , medical management, skilled nursing care, etc. )
7. Higher type
8. Total residents (sum of boxes 228 to 238)
(Count each person once only)
Number of Residents
1. Aged (65 years of age and over)
2. Physically Challenged and/or Disabled
3. Developmentally Delayed
4. Psychiatrically Disabled
5. Emotionally Disturbed Children
6. Addictions
7. Transients
8. Others (specify)
9. Total residents (sum of boxes 261 to 271)
* Totals in boxes 157, 221, 240 and 272 should agree.
Personnel – Do not include contract staff or professionals paid by an outside source
Personnel employed on the last day of the fiscal period (excluding casuals)
Full-time
Part-time
Total accumulated paid hours during reporting period (including casuals)
1. Registered nurses
2. Registered qualified nursing assistants/licensed practical nurses
3. Physiotherapists/occupational therapists
4. Other therapists (specify)
5. Activity/recreation staff
6. Other direct care staff not included above (specify)
7. Total direct care staff
Personnel employed on the last day of the fiscal period (excluding casuals)
Full-time
Part-time
Total accumulated paid hours during reporting period (including casuals)
1. Administration (Include Unit/Ward Clerks)
2. Dietary ( i.e. , kitchen/food services)
3. Housekeeping /laundry
4. Plant operation, maintenance and security ( i.e. , janitorial services)
5. Other general services staff (specify)
6. Total general services staff
7. Tatal staff (Sum of lines H.7 plus I.6)
Hours reported should have corresponding dollar values reported in Sections J and K.
Expenses – You may provide financial statements instead of completing the financial questions. Ensure pages 1, 2, 3, 4 and 5 are completed.
Financial information should be reported for the most recent fiscal year that ended at any time between April 1, 2009 and March 31, 2010. (Round to nearest dollar)
Salaries and wages
All other expenses
Total
1. Registered nurses
2. Registered qualified nursing assistants/licensed practical nurses
3. Physiotherapists/occupational therapists
4. Other therapists (specify)
5. Activity/recreation staff
6. Other direct care staff not included above (specify)
7. Drugs (include oxygen/medical gases)
8. Medical and surgical supplies
9. Other supplies (specify)
10. Total - direct care expenses (sum of lines J.1 to J.9)
1. Administration (include all employee benefits in box 442)
2. Dietary ( i.e. , kitchen/food services)
3. Housekeeping / laundry
4. Plant operation, maintenance and security ( i.e. , janitorial services)
5. Other (specify)
6. Total - general services expenses (sum of lines K.1 to K.5)
1. Other (includes interest, rent, taxes, overhead (head office), depreciation, etc. )
2. Total expenses (sum of lines J.10 + K.6 + L.1)
Dollar values reported for salaries and wages should have corresponding hours reported in Sections H and I.
Note: Audited data not required
Revenue – You may provide financial statements instead of completing the financial questions. Ensure pages 1, 2, 3, 4 and 5 are completed.
Financial information should be reported for the most recent fiscal year that ended at anytime between April 1, 2009 and March 31, 2010.(Round to nearest dollar)
Accommodations
1. Provincial Health Department or Ministry ( i.e. , Provincial Health Insurance Plan, Regional Health Authority)
2. Provincial Social Services Department or Ministry ( i.e. , Provincial Social Services Plan)
3. Other Provincial Department or Ministry (specify)
4. Municipalities, regional or district administrations
5. All other ( i.e. , federal government and W.C.B. )
6. Residents – co–insurance or self–pay
7. Differential – preferred accommodation
8. Total revenue from accommodation (sum of boxes 501 to 507)
9. Other Sundry earnings
10. Total revenue (sum of boxes 508 and 509)
Surplus (box 510 minus box 497)
Deficit (box 497 minus box 510)
Note: Audited data not required
1.How long did you spend collecting the data and completing this form?
hours
minutes
2. Comments?
We invite you to assist us in improving the survey. Your comments and general remarks would be greatly appreciated:
I certify that the information contained herein is complete and correct to the best of my knowledge.
Signature:
Date:
Year
Month
Day
Lost the postpaid envelope?
Please call us at 1-888-291-6111 or fax us at 1-877-256-2370.
Thank you for completing this questionnaire.
| 2009 | 2009 | 2009 | 2009 | 2010 | 2010 | 2010 | |
|---|---|---|---|---|---|---|---|
| Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | |
| Total operating revenue | 1.4% | 1.7% | 1.3% | 1.3% | 1.7% | 1.5% | 1.8% |
| CV from 0.01% to 4.99% is excellent CV from 5.00% to 9.99% is very good CV from 10.00% to 14.99% is good CV from 15.00% to 24.99% is acceptable CV from 25.00% to 34.99% should be used with caution CV is 35.00% or higher is unreliable |
|||||||
| 2009 | 2009 | 2009 | 2009 | 2010 | 2010 | 2010 | |
|---|---|---|---|---|---|---|---|
| Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | |
| Weighted response rate | 74% | 81% | 79% | 74% | 73% | 73% | 77% |
It is also important to note that the universe of regional and short-haul carriers changes regularly. In order for the user to fully understand the data provided in various tables regarding this group, it is recommended that the user examine the following table that describes the number of regional and short haul carriers that have provided data for a particular table by year.1
| Year | CansimII Table 404-0005 |
CansimII Table 404-0007 |
CansimII Table 404-0009 |
CansimII Table 404-0010 |
CansimII Table 404-0011 |
CansimII Table 404-0012 |
CansimII Table 404-0013 |
CansimII Table 404-0015 |
CansimII Table 404-0016 |
CansimII Table 404-0018 |
CansimII Table 404-0019 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publication Table 1.2 | Publication Table 2.2 | Publication Table 3.2 | Publication Table 4 | Publication Table 5 | Publication Table 6 | Publication Table 7 | Publication Table 8.2 | Publication Table 9 | Publication Table 10.2 | Publication Table 11 | |
| 2005 | 47 | 44 | 42 | 47 | 47 | 47 | 47 | 42 | 41 | 43 | 45 |
| 2006 | 42 | 40 | 37 | 45 | 45 | 43 | 43 | 38 | 38 | 37 | 41 |
| 2007 | 42 | 40 | 36 | 44 | 44 | 42 | 42 | 38 | 38 | 36 | 40 |
| 2008 | 41 | 38 | 33 | 38 | 38 | 38 | 38 | 36 | 34 | 32 | 37 |
| 2009 | 37 | 35 | 32 | 35 | 35 | 35 | 35 | 33 | 32 | 30 | 34 |
1. The variation in the number of regional and short haul carriers contributing data for specific tables in the publication is the result of some carriers not being able to provide such data for any year of operation. Consequently, there is no basis for imputation measures for these carriers in the survey.
Unified Enterprise Survey - Annual
5-3600-174.3 STC/UES-425-75380
This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.
Your answers are confidential.
Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.
Information from this survey will be used for statistical purposes only and will be published in aggregate form only.
Help Line: 1-800-972-9692
B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
F - Industry characteristics
G - Personnel
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages
1. Please describe the nature of your business.
To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.
2. Please check the one main activity which most accurately represents your main source of revenue.
Below is a description of each main activity.
Full service restaurant
Patrons order while seated and pay after eating. These establishments may sell alcoholic beverages, provide takeout services, operate a bar or present live entertainment, in addition to serving food and beverages. Waiter/waitress service is available.
Include:
Exclude:
Limited-service restaurant
Patrons order or select food or beverages at a counter and/or order by phone. Food and beverages are picked up for consumption on the premises or for takeout, or delivered to the customer’s location. A variety of food items such as specialty snacks or non-alcoholic beverages may be offered. Patrons pay before eating.
Include:
Food service contractor
Food services supplied under contract for a specific period of time, and for the convenience of the contracting organization.
Include:
Exclude:
Social caterer
Primarily provides single event-based food services for social events such as parties, wedding receptions and business events. These establishments generally have equipment and vehicles to transport meals and snacks to events and may prepare food at the event site.
Include:
Exclude:
Mobile food service
Prepares and serves food and beverages for immediate consumption from motorized vehicles or non-motorized carts.
Include:
Exclude:
Drinking places
Establishments that prepare and serve alcoholic beverages and offer limited food services for immediate consumption.
Include:
Exclude:
If none of the above activities describes the main activity of your business unit, please call 1-800‑972‑9692 for further information.
Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.
A detailed breakdown may be requested in other sections.
1. Sales of goods and services ( e.g. , rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.
Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business’s ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.
Include:
Exclude:
2. Grants, subsidies, donations and fundraising
Please report contributions received during the reporting period.
Include:
3. Royalties, rights, licensing and franchise fees
A royalty is defined as a payment received by the holder of a copyright, trademark or patent.
Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.
4. Investment income (dividends and interest)
Investment income is defined as the portion of a company’s income derived from its investments, including dividends and interest on stocks and bonds.
Include interest from:
Exclude:
5. Other revenue (please specify)
Include:
6. Total revenue
The sum of questions 1 to 5.
1. Salaries and wages of employees who have been issued a T4 statement
Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.
Include:
Exclude:
2. Employer portion of employee benefits
Include contributions to:
3. Commissions paid to non-employees
Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.
Include:
4. Professional and business services fees
Include:
5. Subcontract expenses (include contract labour, contract work and custom work)
Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.
Include:
6. Charges for services provided by your head office
Include:
7. Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)
Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.
Include:
Exclude:
8. Office supplies
Include:
Exclude:
9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc. )
Include:
10. Repair and maintenance ( e.g. , property, equipment, vehicles)
Include expenses for the repair and maintenance of:
Also include janitorial and cleaning services and garbage removal.
11. Insurance (include professional liability, motor vehicles, etc. )
Include:
Insurance recovery income should be deducted from insurance expenses.
12. Advertising, marketing and promotions (report charitable donations at question 22)
Include:
13. Travel, meals and entertainment
Include:
14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)
Include:
Exclude:
15. Property and business taxes, licences and permits
Include:
16. Royalties, rights, licensing and franchise fees
Include:
17. Delivery, warehousing, postage and courier
Include:
18. Financial service fees
Include:
Exclude:
19. Interest expenses
Please report the cost of servicing your company’s debt.
Include interest on:
20. Amortization and depreciation of tangible and intangible assets
Include:
21. Bad debts
A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.
Include:
Bad debt recoveries are to be netted from bad debt expenses.
22. All other expenses (please specify)
Include:
23. Total expenses
The sum of questions 1 to 22.
24. Corporate taxes, if applicable
Include:
25. Gains (losses) and other items
Include:
26. Net profit/loss after tax and other items
Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.
4. Number of seats in this establishment
This question attempts to define the size of the establishment. If you are reporting for more than a single location, please indicate the number of seats in a typical location or an average of all locations for which you are reporting.
Should this establishment have only delivery or catering services, please indicate that there are “0” seats.
Where the seating arrangements are in a shared food court, please provide the total number of seats divided by the number of food court establishments or your best estimate.
6. Sales and other revenue
Please provide a breakdown of total revenue, including sales and other revenue.
a) Sales of alcoholic beverages for immediate consumption on the premises: revenue generated from sales of alcoholic beverages (beer, wine and liquor) prepared and served or dispensed for immediate consumption, including drinks served with meals.
Exclude:
b) Sales of food and non-alcoholic beverages: revenue generated from the sales of meals, snacks, other food items and non-alcoholic beverages prepared and served or dispensed for immediate consumption.
c) Sales of merchandise: revenue generated from the sale or disposition of goods sold in the same condition in which they were purchased ( e.g. , toys, gifts, cigarettes, newspapers).
d) Fees and commissions from coin operated machines: the fees or commissions received from the owners or lessors of coin operated machines such as video lottery terminals, slot machines, video games, vending machines, children’s mechanical rides, etc. )
e) Other sales: sales from other sources ( e.g. , rentals, cover charge, coat check, delivery service fees).
g) Other revenue: all revenue other than sales ( e.g. , grants, subsidies, licenses and franchise fees, investment income, etc. )
The following descriptions apply to questions 7
and 8.
7. Sales of alcoholic beverages for immediate consumption by type of service
8. Sales of food and non-alcoholic beverages by type of service
Type of service:
a) Full-table service: a server takes orders for food and beverages which are served to customers while seated at a table. The server provides the customer with a bill that is generally paid after eating.
b) Counter service (including bar service): food and beverages are dispensed to customers to be eaten on the premises and are generally paid for prior to consumption.
c) Take-out: customers pick up food and beverages to be consumed elsewhere.
d) Drive-through: customers drive up and place their order for food and beverages; purchases are consumed away from the premises.
e) Home delivery: food and beverages are ordered by phone and delivered to customers by vehicle.
f) Mobile service: food and beverages are prepared and sold from motorized vehicles and non-motorized carts.
g) Contract catering: food and beverages are prepared and served for immediate consumption, under contract for a specified period of time, to a business, government or institution, which pays the food prepared to provide the meals to a particular group of people.
Include:
Exclude:
h) Social catering: food and beverages are prepared and served for immediate consumption at unique events (such as weddings, business meetings, parties, etc. ), where one person or entity contracts with the catering establishment and directly pays for the food and beverages.
Exclude:
9. Cost of goods sold
The cost of goods sold is divided into three categories: alcoholic beverages, food and non-alcoholic beverages, and merchandise purchased for resale. The cost of goods sold is obtained by calculating opening inventory plus total purchases minus closing inventory. Please exclude salary costs.
a) Alcoholic beverages
Include:
b) Food and non-alcoholic beverages: cost of materials required for meal preparation
c) Merchandise
Include:
d) Total cost of goods sold: the sum of questions 9a to 9c
To fully measure the contribution of all human capital in this industry, we require information on the number of partners and proprietors as well as the number and classification of workers.
1. Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)
For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.
2. Paid employees
a) Average number of paid employees during the reporting period
To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
Exclude:
b) Percentage of paid employees (from question 2a) who worked full time
Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.
3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)
Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.
This section is intended to collect information on the locations operated by your business during the reporting period.
Please report the number of business units or locations operating in Canada during the reporting period. Business unit is defined as the lowest level of the firm for which accounting records are maintained for such details as revenue, expenses and employment.
Please report data for the provinces or territories in which you have business units and indicate if you are reporting in Canadian dollars or percentages.
Statistics Canada conducts this survey to obtain detailed and accurate data on this industry, which is recognised as being an important contributor to the Canadian economy. Your responses are critically important to produce reliable statistics used by businesses, non-profit organizations and all levels of government to make informed decisions in many areas.
The information from this survey can be used by your business to benchmark your performance against an industry standard, to plan marketing strategies or to prepare business plans for investors. Governments use the data to develop national and regional economic policies and to develop programs to promote domestic and international competitiveness. The data are also used by trade associations, business analysts and investors to study the economic performance and characteristics of your industry.
To reduce respondent burden, Statistics Canada has entered into data sharing agreements with provincial and territorial statistical agencies and other government organizations, which must keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.
Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.
For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.
The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.
For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.
For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.
Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.
Please visit our website at www.statcan.gc.ca/survey-enquete/index-eng.htm or call us at 1-800-972-9692 for more information about these data-sharing agreements.
Thank you!
Unified Enterprise Survey - Annual
5-3600-179.3 STC/UES-425-75389
This guide is designed to assist you as you complete the 2010 Survey of Service Industries. If you need more information, please call the Statistics Canada Help Line at the number below.
Your answers are confidential.
Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.
Information from this survey will be used for statistical purposes only and will be published in aggregate form only.
Help Line: 1-800-972-9692
B - Main business activity
C - Reporting period information
D - Revenue
E - Expenses
F - Industry characteristics
H - Sales by type of client
I - Sales by client location
General information
Survey purpose
Data-sharing agreements
Record linkages
1. Please describe the nature of your business.
To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.
2. Please check the one main activity which most accurately represents your main source of revenue.
Below is a description of each main activity.
Permanent placement, executive search and contract staffing services
Establishments primarily engaged in listing employment vacancies and selecting, referring and placing applicants (including executives and contractors) in employment. The individuals placed are not employees of the placement agencies.
Temporary staffing services
Establishments primarily engaged in supplying workers for limited periods of time to supplement the workforce of the client. The individuals provided are salaried employees of the temporary staffing establishment. These business units do not provide direct supervision of their employees at the client’s work sites.
Co-employment staffing services provided by a professional employer organization (PEO)
Establishments primarily engaged in providing human resources and human resource management services to clients.
These business units operate in a co-employment relationship with client businesses or organizations and are specialized in performing a wide range of human resource and personnel management duties, such as payroll accounting, payroll tax return preparation, benefits administration, recruiting, and managing labour relations.
Professional employer organizations typically acquire and lease back some or all of the employees of their clients and serve as the employer of the leased employees for payroll, benefits and related purposes. Professional employer organizations exercise varying degrees of decision making relating to their human resource or personnel management role, but do not have management accountability for the work of their clients’ operations with regard to strategic planning, output or profitability.
If none of the above activities describes your main source of revenue, please call 1-800-972-9692 for further instructions.Please report information for your fiscal year (normal business year) ending between April 1, 2010 and March 31, 2011. Please indicate the reporting period covered by this questionnaire.
A detailed breakdown may be requested in other sections.
1. Sales of goods and services ( e.g. , rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.
Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business’s ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.
Include:
Exclude:
2. Grants, subsidies, donations and fundraising
Please report contributions received during the reporting period.
Include:
3. Royalties, rights, licensing and franchise fees
A royalty is defined as a payment received by the holder of a copyright, trademark or patent.
Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.
4. Investment income (dividends and interest)
Investment income is defined as the portion of a company’s income derived from its investments, including dividends and interest on stocks and bonds.
Include interest from:
Exclude:
5. Other revenue (please specify)
Include:
6. Total revenue
The sum of questions 1 to 5.
1. Salaries and wages of employees who have been issued a T4 statement
Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 – Statement of Remuneration Paid) before deductions for this reporting period.
Include:
Exclude:
2. Employer portion of employee benefits
Include contributions to:
3. Commissions paid to non-employees
Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.
Include:
4. Professional and business services fees
Include:
5. Subcontract expenses (include contract labour, contract work and custom work)
Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.
Include:
6. Charges for services provided by your head office
Include:
7. Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)
Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.
Include:
Exclude:
8. Office supplies
Include:
Exclude:
9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)
Include:
10. Repair and maintenance ( e.g. , property, equipment, vehicles)
Include expenses for the repair and maintenance of:
Also include janitorial and cleaning services and garbage removal.
11. Insurance (include professional liability, motor vehicles, etc.)
Include:
Insurance recovery income should be deducted from insurance expenses.
12. Advertising, marketing and promotions (report charitable donations at question 22)
Include:
13. Travel, meals and entertainment
Include:
14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)
Include:
Exclude:
15. Property and business taxes, licences and permits
Include:
16. Royalties, rights, licensing and franchise fees
Include:
17. Delivery, warehousing, postage and courier
Include:
18. Financial service fees
Include:
Exclude:
19. Interest expenses
Please report the cost of servicing your company’s debt.
Include interest on:
20. Amortization and depreciation of tangible and intangible assets
Include:
21. Bad debts
A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.
Include:
Bad debt recoveries are to be netted from bad debt expenses.
22. All other expenses (please specify)
Include:
23. Total expenses
The sum of questions 1 to 22.
24. Corporate taxes, if applicable
Include:
25. Gains (losses) and other items
Include:
26. Net profit/loss after tax and other items
Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.
Please provide a breakdown of your sales.
1. Executive/retained search services
Specialized search and recruitment service limited to filling highly paid executive, senior manager, and professional positions, according to client specifications.
May include fees for services such as:
The search firm typically provides two assurances to the client firm:
The client makes the decision as to which candidate to hire. The search agency’s fee is charged whether or not the candidate is hired. This product is also known as retained search.
2. Permanent placement services (exclude executive/retained search services)
Service of recruiting, selecting and referring candidates to the client to fill positions on a permanent (indeterminate) basis.
The services may include testing, interviewing, reference checking, evaluation and counselling of prospective employees. The service provider acts as an employment intermediary. The candidate is selected and hired by the client. The placement firm is paid on a contingency basis, i.e. , only for successful placement of a candidate. This product includes permanent placement services for a complete range of occupations from low-level employees to management employees, including executives, domestic and international job placements.
Exclude:
3. Contract staffing services (temporary assignment of contractors — non T4 recipients)
Services of finding individual contractors to fill positions on the basis of written contracts that stipulate the deliverables for which the client has contracted, as well as specific terms and conditions of employment. Under the terms of this agreement, the service provider has legal rights and duties with respect to the individual contractors. As they are not employees of the employment placement agencies, the individual contractors are normally responsible for their own payroll deductions and government filings.
4. Temporary staffing services (temporary assignment of staffing firm employees — T4 recipients)
Supplying personnel for temporary work assignments, temporary staffing firms hire their own employees and assigns them to support or supplement the client’s workforce in work situations such as employee absences, temporary skill shortages, seasonal workloads, and special assignments and projects. The employees are on the payroll of the temporary staffing firm which is legally responsible for their actions, but when working they are under the direct supervision of the client. The temporary staffing firm specifies the pay, benefits, etc. ) of the employee.
5. Temporary staffing to permanent placement services
This is a temporary assignment of staffing firm employees — T4 recipients — with the expectation of permanent work at the end of the trial period with the client.
The employee remains on the payroll of the temporary help staffing firm until the hiring decision is made at which time he or she becomes an employee of the client or, if not, returns to the temporary help staffing firm. This service may include training, counselling, assessment, and resume upgrading.
6. Co-employment staffing and payrolling services
Co-employment staffing is provided by a professional employer organization; payrolling is long term staffing such as labour leasing, staff leasing, employee leasing and extended employee staffing.
A service in which a professional employer organization (PEO) co-employs a client’s workforce. The PEO and the client enter into a contractual agreement whereby the rights and responsibilities in respect of co-employees are shared or allocated, with the service provider assuming responsibility for certain activities as agreed with the client. These range from basic to full-service packages.
Payrolling is supplying personnel for extended work assignments. Under the terms of this arrangement, the client may recruit the person or persons hired by the staffing firm and assigned to their place of work, or transfer a portion of their existing workforce to the staffing firm. Long-term employees are placed on the payroll of the staffing firm, which is legally responsible for their actions, but when working they are supervised by the client. This service includes activities such as labour leasing, staff leasing, employee leasing, extended employee staffing and payrolling.
7. All other sales
Include the following goods and services:
On-site management of temporary help
Provision of personnel who, in the work area of the client, assign, co-ordinate, and monitor employees provided by the temporary help staffing firm. This service provides a single point of contact for the client. Activities include recruitment, testing, selection, training, reporting, and quality monitoring. Assignment of an on-site manager requires a request from the client.
On-line job listing services
Soliciting candidates and posting job openings to a website which may be known as a job board, job bank, recruiting site, directory, labour exchange or employment registry. Organizations that post job listings to these sites are usually charged a fee, whereas job seekers usually have free access. These websites may include newsletters, referrals based on matching profiles or keywords, and access to training and employment-related services and programs, search engines and other resources.
On-line resume listing services
Soliciting and posting resumes/vitae to a website which may be known as a job board, job bank, recruiting site, directory, labour exchange or employment registry. Individuals who post resumes or vitae to these sites are not usually charged a fee; exceptions are online casting and talent search services that may charge for posting a vita or headshot. These websites may include job referrals based on matching profiles or keywords, access to training and employment-related services and programs, search engines, newsletters, and other resources.
Sale of on-line job site advertising space
Sale of advertising space on Internet job sites by the owner or operator of the site. Advertising in this medium consists mainly of announcements, splash pages, and logo buttons directed to individuals seeking jobs.
On-line job site memberships
Sale of memberships in an online job bank, job board, recruiting site, directory, labour exchange or employment registry for a set period of time. The membership level varies but usually includes job posting, resume searching, use of job tracking software, and access to statistical databases.
On-line employment database search services
Enabling users to search resumes/vitae or job listings posted to a website. Searches can usually be conducted by function, industry, location, and date of resume posting using customized search engines.
Sale of employment-related software
Sale of software designed for employment/job search. Includes software for interactive Internet recruiting, applicant tracking and applicant evaluation.
Managed services
Managing and/or operating an area or task for a client organization on an on-going basis, with or without the provision of operating staff. This service may include shipping and receiving, mail services, accounts payable, purchasing, food services, maintenance of facilities, records management, and other operations that support a client’s business. Managed services are also known as outsourcing, office management, facilities support, facilities management, or project management services.
Human resource consulting services
Providing advice and assistance concerning policies and procedures relating to staffing and development, performance measurement, pay and benefits, internal communications, regulatory compliance, due diligence, labour relations, and other human resource issues, with reference to the strategic and operational objectives of the client.
Consulting services, not elsewhere classified
Consulting services not directly related to human resource operations. Examples are information technology (IT) consulting, management consulting, and employment market consulting.
Employee evaluation services
Screening and appraisal of the technical and psychometric skills of individuals considered for hiring, promotion and/or advancement by the client. This service is most frequently used as part of the hiring process. This service also includes fee-based computer software certification tests.
Outplacement and career counselling
Assisting clients to deal with employee terminations in a fair, safe, and lawful manner and assisting client employees in making job and career changes. Employee assistance includes counselling, job search support, workshops, seminars and resume upgrading.
Payroll services
Payroll processing, withholding deductions, remitting deductions and employer’s contributions to government-mandated and other plans, and filing reports.
Training services
Instruction related to employment in such areas as computer-based skills, certification programs, skills upgrading, safety training and tutorials. This service is adjusted to the needs identified by the client.
Personal background checks
Investigation of the personal, academic, financial, and work history of candidates to be considered for hiring, promotion and/or advancement or those already employed by the client. This service is normally included as part of the hiring process. This product may be sold separately.
Medical exams for employment
Evaluation of the health of the candidate. Includes medical history, laboratory tests, and physical examinations. This product may be sold separately.
8. Total sales
The sum of the dollar amounts reported at questions 1 to 7.
Labour costs
Questions 9 and 10
Please report all salaries, wages and benefits (including taxable allowances and employment commissions as defined on the T4 — Statement of Remuneration Paid) before deductions for this reporting period.
Include:
Include contributions to:
Exclude:
9. Salaries, wages and benefits paid to internal employees — T4 recipients
Internal employees are the staffing firm employees who are responsible for the day to day activities of the staffing firm. These internal employees are not assigned to client firms and their work is mainly carried out within the office(s) of the staffing firm.
Include:
10. Salaries, wages and benefits paid to employees temporarily assigned — T4 recipients
Employees from the staffing firm sent temporarily to client firms on short-term or extended work assignments. The staffing firm is responsible for paying all salaries, wages and benefits of the assigned employees. The work of employees assigned to client firms is carried out under supervision provided by the client firm.
11. Amounts paid to contractors temporarily assigned — non T4 recipients
Amounts paid by the staffing firm to contractors assigned to client firms to fill positions on the basis of written contracts that stipulate the deliverables for which the client has contracted, as well as specific terms and conditions of employment. Under the terms of this agreement, the employment service provider has legal rights and duties with respect to individual contractors.
Not being employees of the staffing firm, the individual contractors are normally responsible for their own payroll deductions and government filings. The contractors are not issued a T4 — Statement of Remuneration Paid — by either the staffing firm nor the client firm.
Number of internal employees
12. Number of internal employees — T4 recipients
Please see the definition of internal employees — T4 recipients provided at question 9 above.
Please provide your best estimate if this number is not readily available.
This section is designed to measure which sector of the economy purchases your services.
Please provide a percentage breakdown of your sales by type of client.
Please ensure that the sum of percentages reported in this section equals 100%.
1. Clients in Canada
a) Businesses
Percentage of sales sold to the business sector should be reported here.
Include:
b) Individuals and households
Please report the percentage of sales to individuals and households who do not represent the business or government sector.
c) Governments, not-for-profit organizations and public institutions ( e.g. , hospitals, schools)
Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.
Include:
2. Clients outside Canada
Please report the share of total sales to customers or clients located outside Canada including foreign businesses, foreign individuals, foreign institutions and/or governments.
Include:
Please provide a percentage breakdown of your total sales by client location (first point of sale).
Please ensure that the sum of percentages reported in this section equals 100%.
The percentage in question 14 must equal question 2 in section H.
Statistics Canada conducts this survey to obtain detailed and accurate data on this industry, which is recognised as being an important contributor to the Canadian economy. Your responses are critically important to produce reliable statistics used by businesses, non-profit organizations and all levels of government to make informed decisions in many areas.
The information from this survey can be used by your business to benchmark your performance against an industry standard, to plan marketing strategies or to prepare business plans for investors. Governments use the data to develop national and regional economic policies and to develop programs to promote domestic and international competitiveness. The data are also used by trade associations, business analysts and investors to study the economic performance and characteristics of your industry.
To reduce respondent burden, Statistics Canada has entered into data sharing agreements with provincial and territorial statistical agencies and other government organizations, which must keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.
Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.
For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.
The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire. Please specify the organizations with which you do not want to share your data.
For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.
For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
To enhance the data from this survey, Statistics Canada may combine it with information from other surveys or from administrative sources.
Please note that Statistics Canada does not share any individual survey information with the Canada Revenue Agency.
Please visit our website at www.statcan.gc.ca/survey-enquete/index-eng.htm or call us at 1-800-972-9692 for more information about these data-sharing agreements.
Thank you!
