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Purpose Of The Transition Home Survey
Section 1 — Facility Profile As Of Noon (date)
Section 2 — Resident Profile As Of Noon On (date)
Section 3 — Departures And Turn-aways: Midnight To Noon On (date)
Section 4 — Services For Non-residents And Ex-residents
Section 5 — Annual Information
Section 6 — Issues And Challenges

Statistics Canada is prohibited by law from publishing any statistics which would divulge information obtained from this survey that relates to any identifiable business, institution or individual without the previous written consent of that business, institution or individual. The data reported on this questionnaire will be treated in 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.

Confidential when completed.

Collected under authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S19.

Please make any corrections to the address label here:

Name of contact person
Name of organization
Postal Address
City
Province/Territory
Postal Code

Purpose Of The Transition Home Survey

The purpose of the Transition Home Survey is to collect data on residential services for abused women and their children during the previous 12 months of operation, as well as to provide a one-day "snapshot" of the clientele being served on a specific date. The Transition Home Survey is distributed across Canada to all residential agencies serving women victims of family violence. While participation in this survey is voluntary, your co-operation is important to ensure that the information collected in this survey is as accurate and as comprehensive as possible. The information collected will be useful to service providers, non-profit organizations and governments in developing programs, policies and services for abused women and their children.

Please Read The Attached Guidebook For Instructions and Definitions Before Completing The Questionnaire.

Section 1 — Facility Profile As Of Noon (date)

Facility:

1. Please indicate which best describes your facility (Check only one. If there is more than one facility, for example a transition house and a second stage house, please complete two questionnaires.)

(Refer to Guidebook for definitions)

Transition House
Second Stage Housing
Safe Home Network
Satellite
Women's Emergency Centre
Emergency Shelter
Rural Family Violence Prevention Centres (Alberta only)
Interim Housing (Manitoba only)
Family Resource Centre (Ontario only, residential)
Other (please specify)

2. What is the total number of beds within your facility? (Count each bed, child's bed and crib. Do not count emergency beds [e.g. cots, sofas, sleeping bags, etc.] unless funded or licensed).

number of beds:

Area:

3. Please indicate the area(s) your facility serves (Check all that apply). (Refer to Guidebook for definitions)

Urban/suburban (1,000 or more people)
Rural/Village (less than 1,000 people)
Reserve

4. Is your facility owned or operated by a band council? (Band council refers to a group of representatives elected by the on-reserve residents of the community.)

Owned by a band council?
- Yes
- No
Operated by a band council?
- Yes
- No

5. Is your facility located on a reserve? (Refer to Guidebook for definitions)

Services:

6. Please indicate all services your facility provides on a regular basis to residents, non-residents and ex-residents. If your facility does not distinguish between non-residents and ex-residents please use the non-resident category. Please indicate all services provided by Other Agencies to residents of your facility. (Answer residents, non-residents, ex-residents and/or Other Agencies for each or answer not applicable if these do not apply.) (Refer to Guidebook for definitions)

A) Services for Women

Individual short-term counselling
Individual long-term counselling
Group counselling
Family counselling programs (includes mother, child(ren) and partner)
Safety planning or protection planning
Addiction counselling (e.g. information or support)
Crisis telephone line (staffed 24 hour line)
Medical services (e.g. information or support)
Mental health services (e.g. information or support)
Legal services (e.g. information or support, paralegal services)
Financial assistance or welfare (e.g. information or support)
Life skills (e.g. banking, groceries, day-to-day management)
Job training or employment search
Parenting skills
Housing referral
Culturally sensitive services for Aboriginal women
Culturally sensitive services for ethno-cultural and visible minority women
Lesbian sensitive services
Services for women with disabilities
Recreation services
Advocacy on behalf of women
Transportation/accompaniment (e.g., transportation to the shelter, to court)
Specialized services for older women (55+)
Other services for women (please specify)

B) Services for Children

Individual counselling
Group counselling or support
Programs for child witnesses or victims of abuse (e.g. play therapy)
Culturally sensitive services for Aboriginal children
Culturally sensitive services for ethno-cultural and visible minority children
School classes or tutoring for children
Child protection or family services
Supervising visiting for non-resident parent
Baby-sitting services
Outdoor recreation spaces for children
Indoor recreation spaces for children
Temporary placement of children without parents
Other services for children (please specify)

C) Services for Abusive Partners

Treatment or counselling services
Other (please specify)

D) General Services

Information
Public education or prevention
Outreach programs
Advocacy
Political or social action (e.g. writing letters to politicians, marches, protesting)
Help with pet accommodation
Food bank
Clothing items
Furniture items
Other (please specify)

7. Are there any services that are currently needed but not offered or not offered at the level required to meet the needs of the residents, former residents or non-residents your facility serves? If so, please indicate the most important of these services (up to 3).

Accessibility:

8. In what languages can your facility provide services? Include languages that staff, volunteers or others who can speak to verbally communicate when providing services. (Check all that apply) (Refer to Guidebook for definitions)

English
French
Arabic
Chinese (Mandarin, Cantonese, Hakka)
Cree
Dutch
German
Greek
Inuktitut
Italian
Ojibway
Polish
Portuguese
Punjabi
Spanish
Tagalog (Pilipino)
Ukrainian
Vietnamese
Urdu
Persian (Farsi)
Russian
Hindi
Other languages(s) (please specify):

9. Is at least one of your building entrances wheelchair accessible? (e.g. access ramps, street-level entrances, automatic or easy-to open doors, etc.)

Yes
No (Go to Question 12)

10. Are any bedrooms within your facility wheelchair accessible? (e.g. widened doorways, automatic or easy-to-open doors, etc.)

11. Are any bathrooms within your facility wheelchair accessible? (e.g. widened doorways, grab bars, automatic or easy-to-open doors, etc.)

12. Does your facility have services for people who are deaf or hearing impaired, such as: (answer yes or no for each)

TTY/TDD? (Teletypewriter, Telephone Device for Deaf)
Sign language communication or interpretation?
Other services? (please specify)

13. Does your facility have services for people who are blind or visually impaired, such as: (answer yes or no for each)

Braille reading materials?
Large print reading materials?
Other services? (please specify)

Male Youth:

14. How does your facility handle the admission of male youth? (Check only one)

Male youth are automatically admitted up to an age limit (Go to Question 15)
Male youth may be admitted up to an age limit, but each case is reviewed individually before deciding whether or not to admit. (Go to Question 15)
There is no age limit, but each case is reviewed individually before deciding whether or not to admit. (Go to Question 16)
Not applicable (facility does not accept any children). (Go to Question 18)

15. What is the age limit? (please indicate age)

16. Does your facility refer male youth elsewhere?

Yes
No (Go to Question 18)

17. To whom or to what type of organization does your facility refer male youth? (Check all that apply)

Youth shelter
Social services or child protection services
Family service centre
Youth centre
Family or friends
Other type of organization (please specify)

Section 2 — Resident Profile As Of Noon On (date)

The purpose of Section 2 is to obtain a one-day snapshot of the clientele being served on a particular day in the year (i.e., (date)). Appreciating that a number of residents to whom space has been assigned may be temporarily absent on (date), please include all admitted residents when completing the following questions including those who are temporarily absent.

18. For each adult woman residing in your facility as of noon on (date), please indicate the reason(s) she came to your facility (number). Count all the reasons that apply.For example, a woman suffering physical abuse, financial abuse and threats who is also experiencing mental health problems would be counted once in each of the 4 corresponding categories. Answer with a number for each of the following categories. Please ensure that only the women are counted. Do not count the children in this question.

Physical abuse
Sexual abuse
Financial abuse
Emotional/Psychological abuse
Threats
Harassment
Protection of her child(ren):
- Physical abuse
- Sexual abuse
- Threats
- Psychological abuse
- Neglect
- Witnessing abuse of mother
Other abuse (please specify)
Housing problems
- Housing emergency ( e.g. had to leave last home because of eviction or damage caused by fire, flood or natural disaster)
- Unable to find affordable housing
- Short-term housing problem (e.g. on list for subsidized housing or waiting to move but unable to secure housing in the meantime)
Mental health problems
Drug and alcohol addiction
Other (please specify)
Reason unknown/Don't know

Number of residents (Women, Children, Total) as of noon on (date). (Count each woman and child only ONCE).

19. Of the total number of residents in your facility as of noon on (date), how many women and accompanying children were there primarily because of ABUSE? (Enter "0" if there were none.)

Women
Children
Total

20. Of the total number of residents in your facility as of noon on (date), how many women and accompanying children were there primarily for reasons OTHER THAN ABUSE (e.g. housing problem)? (Enter "0" if there were none.)

Women
Children
Total

21. Please indicate the TOTAL number of women and children who were residing in your facility as of noon (date). (Enter "0" if there were none.)

Women
Children
Total

22. What were the referral sources for each woman? (Count as many referral sources as apply for each woman)

Self-referred only
Family/friend
Ministry for Children and Families
Ministry of Human Resources
Other Ministry
House resident (current or former)
Hospital, doctor, nurse, other health care practitioner or hospital social worker
Clergy, minister of religion
Police or RCMP
Other Transition House
Aboriginal or First Nations organization or reserve
Other community agency
Other
Don't know/no data
TOTAL

23. Of the women residents in the facility as of noon on (date)

a) How many had been there before? (If number of repeat residents equals ZERO, go to Question 24).
b) How many women have been there:
- 1 time in the last 12 months?
- 2 to 4 times in the last 12 months?
- 5 times or more in the last 12 months?
c) How many women have stayed in the facility in the last 12 months for an unknown number of times?
d) How many women have stayed in the facility before, but it has been more than 12 months since their last stay?
e) Total (Should equal number of women in Question 23 a)

Questions 24 to 26 apply only to people who are residing in your facility as of noon april 15, 2010 and came primarily because of abuse (see question 19)

Characteristics:

24. As of noon on (date), indicate the number of residents from abusive situations in each of the following age groups: (Count each woman and child only once)

A) Age categories of women (number of women for each of the following age categories)

15-19 years
20-24 years
25-29 years
30-34 years
35-44 years
45-54 years
55-64 years
65 years +
Age unknown
Total Women (Should equal total number of women in Question 19).

Age categories of accompanying children (number of female and male children):

Under 1 year
1-4 years
5-9 years
10-12 years
13-15 years
16-18 years
19-24 years
25-29 years
Age unknown
Total Children (Should equal total number of children in Question 19).

B) As of noon on (date), indicate the number of women (Count each woman only once) (Refer to Guidebook for definition)

Who were admitted with their children
Who were admitted without their children
Who have no children or parenting responsibilities
Facility doesn't know if they have children or parenting responsibilities
Total (Should equal total number of women in Question 19)

C) As of noon on (date), indicate the number of residents with a disability.

Women
Children
Total residents with a disability (If total residents with a disability equals ZERO, go to Question 25)
Don't know (Go to Question 25)

D) As of noon on (date), indicate the number of residents with: (Count each woman and each child as often as applies, if more than one disability. Include residents with permanent and temporary physical disabilities (e.g., someone on crutches due to a broken leg)) (Answer in number for women and children)

Mobility disabilities
Visual disabilities
Hearing disabilities
Other disabilities (please specify):
Don't know

Relationship to abuser:

25. As of noon on (date), please indicate the number of women residents by the relationship with the abuser. (Count each woman only once. Do not include children)

Spouse (legally married)
Common-law partner
Ex-spouse
Ex-common-law partner
Dating relationship (couples who do not live together)
Ex-dating relationship
Relative (parent, child, other)
Friend or acquaintance
Caregiver (a non-relative responsible for taking care of the victim full or part-time — Caregivers who are also relatives should be categorized as "relative")
Authority figure (teacher, professor, employer, person in a position of trust)
Other (please specify)
Don't know
Total (Should equal total number of women in Question 19)

Involvement of the criminal justice system in the most recent abusive situation:

This question refers to the most recent abusive situation for which the woman was admitted to your facility. It DOES NOT refer to previous incidents of abuse for which the police may have been involved.

26. As of noon on (date), please answer the following questions in relation to the involvement of the criminal justice system for the most recent abusive situation of each woman (Enter "0" if there were none.)

In how many cases: (answer in numbers for: Yes, No, Don't know and Total*)

Was the incident reported to police?
Were charges laid against the abuser (e.g. by the woman, police or Crown)?
Was an order obtained for the abuser to stay away (peace bond, restraining order, undertaking to keep the peace and have good conduct, conditions of probation, emergency intervention order, emergency protection order, victim's assistance order, order to abstain from persistently following a person about from place to place, etc.)?

*Total (Should equal total number of women in Question 19)

Section 3 – Departures And Turn-aways: Midnight To Noon On (date)

Questions 27 to 30 apply to Departures and Turnaways that occurred between midnight and noon on (date).

Departures (Refer to Guidebook for definitions)

27. How many women and children (number) departed from your facility between midnight and noon on (date)?

Women
Children
Total Departures (If total departures equal ZERO, Go to Question 29).

28. Upon departure where did the women go? This question refers to departures (number) between midnight and noon on (date) (Count each woman only once. Do not count the children in this question).

Returned to spouse/common-law partner
Returned home without spouse/common-law partner
Second stage housing
Another emergency shelter
Out of province/territory shelter
New accommodation without spouse/common-law partner
Living with friends or relatives
Hospital
Residential services (e.g. group home, hostel, detox centre, addictions rehabilitation centre or other adult care facility)
Other (please specify):
Unknown
Total (Should equal number of women in Question 27)

Turn-aways:

29. How many women and children (number) were turned away from your facility between midnight and noon on (date)?

Women
Children
Total Turn-aways (If total turn-aways equals ZERO, Go to Question 31).

30. Please list the reason(s) women and children were turned away. (Check all that apply)

Shelter was full
Alcohol and drug issues
Mental health issues
Transportation issue (e.g., no transportation to get to facility)
Accessibility issues (e.g., not wheelchair accessible)
Language barrier
Under age without parent
Non-admit or caution list
Other (please specify)

Section 4 — Services For Non-residents And Ex-residents

The purpose of Section 4 is to obtain information on contacts for assistance from non-residents and ex-residents. Question 31 deals with contacts on the day of (date) and contacts for an average month.

31. Please report the number of phone, letter, e-mail, fax, walk-in or other contacts received from non-residents and ex-residents for housing related and non-housing related needs (for both: Contacts on (date) and Contacts for an average month.) This includes outreach services. (Enter "0" if there were none. Count each contact for assistance) (Refer to Guidebook for definitions)

Housing related (e.g. crisis, needs housing because of abuse; housing problem; non-abuse; etc.)
Other (non-housing related) (e.g. crisis, needs medical help; general information; emotional support; etc.)
TOTAL

Outreach work: (Refer To Guidebook For Definitions)

32. How many hours per week are dedicated to doing outreach? (Please note, if there are 3 staff each doing 20 hours of outreach work per week this would equal 60 hours. Include paid staff, volunteers and others.)

Number of hours per week

Section 5 — Annual Information

The purpose of Section 5 is to obtain annual information on admissions and physical repairs and improvements for your residential facility. This information is to be provided for a 12-month fiscal period, for example, April 1, 2009 to March 31, 2010.

A. Reference Period: Please specify the 12-month period used in providing information for Section (format DD / MM / YYYY).

From:
To:

33. Please indicate the total number of admissions during the reference period. (Enter "0" if there were none.) (Refer to Guidebook for definitions.)

Number of women
Number of children
Total admissions

B. Adult Males:

Questions 34 to 38 refer to adult men, 15 years of age and over, who were admitted to a facility with or without their dependent children. (DO NOT include adult men who were admitted with a parent.)

34. Does your facility have a policy on admitting adult men (15 years and over) with or without children? (Check only one)

Policy allows adult men to be admitted
Policy does not allow adult men to be admitted (Go to Part C- Physical repairs or improvements).
There is no facility policy on admitting adult men

35. During the reference period (for example, between April 1, 2009 and March 31, 2010), how many adult men were admitted to your facility? (If no men were admitted, enter "0" and go to Part C- Physical repairs or improvements)

Number of men

36. During the reference period, were any adult men admitted for reasons of abuse?

Yes
No (Go to C- Physical repairs or improvements)

37. During the reference period, how many adult men (number) were admitted to your facility for reasons of abuse? (If no men were admitted, enter "0" and go to Part C. Physical repairs or improvements)

Number of men

38. During the reference period, of those adult men admitted for reasons of abuse, how many (number) were victims of spousal violence? (If no men were admitted, enter "0")

Number of men

C. Physical repairs or improvements:

The purpose of Questions 39 to 42 is to collect information on physical repairs or improvements that have been made to your facility during the reference period (for example, between April 1, 2009 and March 31, 2010). In this section, do not include funds received from Canada Mortgage and Housing Corporation (CMHC) for the construction of new units.

DO NOT INCLUDE REGULAR MAINTENANCE WHEN RESPONDING TO THESE QUESTIONS. Regular maintenance refers to painting, repairing leaky faucets, furnace cleaning, etc.

39. Have any physical repairs or improvements (e.g., new roof, flooring, windows, floor tiles, plumbing fixtures) been made to your facility during the reference period?

Yes
No (Go to Question 43)

40. What types of physical repairs or improvements have been made to your facility during the reference period? (Check all that apply)

Major physical repairs or improvements refers to defective plumbing or electrical wiring, structural repairs to walls, floors or ceilings, etc. In other words, there is a legal necessity to make these repairs so that your facility is in accordance with municipal building codes. These repairs are deemed essential for safety reasons and for meeting municipal standards.

Minor physical repairs or improvements refers to missing or loose floor tiles, bricks or shingles, defective steps, railing or siding, etc.

Structural improvements refers to improvements not required for safety reasons or meeting municipal standards, such as making rooms wheelchair accessible, adding a new security system, adding ramps, adding an outside play area for children, creating a ventilated inside smoking area.

Major
Minor
Structural Improvements

41. How were the physical repairs or improvements made during the reference period funded? (Check all that apply)

Shelter enhancement program (CMHC)
Other federal department funding
Provincial or Territorial government funding
Joint Federal/Provincial/Territorial agreement funding
Regional/Municipal government funding
Fundraising
Donations
Other (please specify)
Don't know

42. How much did the physical repairs or improvements made during the reference period cost? (Indicate cost in dollars - If the exact cost is not available please provide an accurate estimate).

Exact
Estimate
Don't know

43. Within the next five years, do you anticipate necessary physical repairs or improvements to your facility? (Check all that apply)

Minor physical repairs or improvements refers to missing or loose floor tiles, bricks or shingles, defective steps, railing or siding, etc.

Major
Minor
Structural Improvements

44. Within the next five years, from which of the following do you anticipate funding for these necessary physical repairs or improvements? (Check all that apply)

Shelter enhancement program (CMHC)
Other federal department funding
Provincial or Territorial government funding
Joint Federal/Provincial/Territorial agreement funding
Regional/Municipal government funding
Fundraising
Donations
Other (please specify)
Don't know

Section 6 – Issues And Challenges

45.

A) What would you identify as the top three issues or challenges facing your facility in the upcoming year? (Refer to Guidebook for definition)
B) What would you identify as the top three issues or challenges for the women and children using your facility in the upcoming year? (Refer to Guidebook for definition).

Interdepartmental Agreements

In order to reduce response burden and to provide consistent statistics, Statistics Canada has entered into data sharing agreements under Section 12 of the Statistics Act with the Public Health Agency of Canada and the Canada Mortgage and Housing Corporation. The information we provide to these agencies will be kept confidential and used only for statistical purposes. Under Section 12 of the Statistics Act, you may refuse to share your information with the agencies listed above by writing to the Chief Statistician and returning your letter of objection along with the completed questionnaire in the enclosed return envelope.

Questionnaire completed by:

Questionnaire completed by (block letters):
Date:
Telephone number: (please indicate area code)
For office use only:

Comments

Thank you for taking the time to complete this questionnaire. Please keep a copy of the completed questionnaire in the event that Statistics Canada contacts you for clarification of information given. National, provincial and territorial fact sheets for this survey are available for free. It is hoped that the information will assist us in better understanding the services available within the community to address the needs of victims of abuse. Should you have any comments or questions regarding the questionnaire or the survey itself, please do not hesitate to contact us at 1-800-387-0479. The following space is provided for those of you who would prefer to write down your comments. Please print carefully.

Unified Enterprise Survey - Annual

5-3600-15.3 STC/UES-425-60131

Reporting Guide

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
H - Sales by type of client
I - Sales by client location
J - International transactions
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

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.

Engineering services

This industry comprises business units primarily engaged in applying principles of engineering in the design, development and utilization of machines, materials, instruments, structures, processes and systems. The assignments undertaken by these establishments may involve any of the following activities: the provision of advice, the preparation of feasibility studies, the preparation of preliminary and final plans and designs, the provision of technical services during the construction or installation phase, the inspection and evaluation of engineering projects, and related services.

Include:

acoustical engineering consulting services;
boat engineering design services;
chemical engineering services;
civil engineering services;
combustion and heating engineering consultants;
construction engineering services;
electrical and electronic engineering services;
engineering consulting services;
engineering design services;
engineers, private practice;
environmental engineering services;
erosion control engineering services;
geological engineering services;
geophysical engineering services;
industrial engineering services;
logging engineering services;
marine engineering services;
mechanical engineering services;
mining engineering services;
office of engineers;
petroleum engineering services;
traffic consultants, engineering services.

Exclude:

design and construction of buildings, highways and other structures;
managing construction projects;
gathering, interpreting and mapping geophysical data;
providing engineering surveying services;
creating and developing designs and specifications that optimize the function, value and appearance of products;
planning and designing computer systems that integrate existing hardware, packaged or custom software and communication technologies;
providing advice and assistance to others on environmental issues, such as the control of environmental contamination from pollutants, toxic substances and hazardous materials.

If none of the above activities describes your main source of revenue, please call 1-800-972-9692 for further instructions.

C - Reporting period 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.

D - Revenue

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:

sales from Canadian locations (domestic and export sales);
transfers to other business units or a head office of your firm.

Exclude:

transfers into inventory and consignment sales;
federal, provincial and territorial sales taxes and excise duties and taxes;
intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

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:

foreign sources;
bonds and debentures;
mortgage loans;
G.I.C. interest;
loan interest;
securities interest and deposits with bank interest.

Exclude:

equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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:

vacation pay;
bonuses (including profit sharing);
employee commissions;
taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
severance pay.

Exclude:

all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

health plans;
insurance plans;
employment insurance;
pension plans;
workers’ compensation;
contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

legal;
accounting and auditing;
consulting;
education and training;
architect;
appraisal;
management and administration.

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:

hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

parent company reimbursement expenses and interdivisional expenses.

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:

goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

direct and indirect labour costs (salaries, wages, benefits, and commissions);
overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
diskettes and computer upgrade expenses;
data processing.

Exclude:

postage and courier;
telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
motor vehicle rental and leasing expenses;
rental and leasing of computer and peripheral expenses;
studio lighting and scaffolding, and other machinery and equipment expenses;
fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:

buildings and structures;
vehicles (including vehicle fuel);
machinery and equipment;
security equipment;
costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

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

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

newspaper advertising and media expenses;
catalogues, presentations and displays;
meeting and convention expenses;
tickets for theatre, concerts and sporting events for business promotion;
fundraising expenses.

13. Travel, meals and entertainment

Include:

passenger transportation, accommodation and meals while travelling;
other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

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

Exclude:

energy expenses covered in your rental and leasing contracts;
vehicle fuel.

15. Property and business taxes, licences and permits

Include:

property taxes paid directly and property transfer taxes;
vehicle licence fees;
beverage taxes and business taxes;
trade licence fees;
membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

amounts paid to holders of patents, copyrights, performing rights and trademarks;
gross overriding royalty expenses and direct royalty costs;
resident and non-resident royalty expenses;
franchise fees.

17. Delivery, warehousing, postage and courier

Include:

amounts paid for courier, custom fees, delivery and installation;
distribution, ferry charges and cartage;
freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

explicit service charges for financial services;
credit and debit card commissions and charges;
collection expenses and transfer fees;
registrar and transfer agent fees;
security and exchange commission fees;
other financial service fees.

Exclude:

interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

short-term and long-term debt;
capital leases;
bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

direct cost depreciation of tangible assets and amortization of leasehold improvements;
amortization of intangible assets (e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

amounts not included in questions 1 to 21;
charitable and political expenses;
research and development expenses;
recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division income/losses;
joint venture income/losses and partnership income/losses;
unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

F - Industry characteristics

Sales by type of service

Please provide a breakdown of your sales. Please indicate if you are reporting in either Canadian dollars or percentage of total sales by ticking the appropriate box.

Engineering services

1. Residential building engineering projects

All engineering services related to new and existing homes, row housing, apartments, etc., and mixed-use buildings that are predominantly used for residential housing.

Include:

the provision of designs, plans, and studies related to residential building projects;
engineering advisory services that are related to a specific residential building project;
engineering design services for residential building design-build projects that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

2. Commercial, public and institutional building engineering projects

All engineering services related to new and existing commercial, public, and institutional buildings, including mixed-use buildings that are predominantly used for commercial, public, or institutional purposes.

Include:

office buildings, shopping centres, hotels, restaurants, service stations, warehouses, bus and truck terminals, hospitals, schools, churches, prisons, stadiums and arenas, libraries, and museums;
the provision of designs, plans, and studies related to commercial, public, and institutional building projects;
engineering advisory services that are related to a specific commercial, public, or institutional building project;
engineering design services for commercial, public, or institutional building design-build projects that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

Industrial and manufacturing engineering projects

3. Mining and metallurgical plant and process engineering projects

All engineering services related to mining and metallurgical facilities and processes.

Include:

integrated facility and process engineering projects;
all engineering services related to mining and metallurgical processes, such as mineral extraction, smelting, refining and metal forming.

4. Petroleum and petrochemical plant and process engineering projects

All engineering services related to petroleum and petrochemical facilities and processes, such as oil and gas platforms, refineries, pipelines, and petrochemical plants.

Include:

integrated facility and process engineering projects;
all engineering services related to processes for the production of petroleum and petrochemicals, such as extraction, refining, formulation and mixing.

5. Pulp and paper plant and process engineering projects

All engineering services related to pulp and paper facilities and processes, such as pulp and paper mills.

Include:

integrated facility and process engineering projects;
pulp washing, screening, bleaching and drying.

6. Industrial machinery engineering design projects

All engineering services related to the design of industrial machinery.

Include machinery design for industries such as:

agriculture;
construction;
mining;
metalworking;
commercial and service industries;
heating, ventilating and air-conditioning;
power transmission machinery.

7. Electronic and electrical equipment engineering design projects

All engineering services related to the design of electronic and electrical equipment.

Include:

computers and peripheral equipment;
communications equipment;
audio and video equipment;
semiconductors and other electronic components;
lighting;
major and minor appliances, and components thereof.

8. Transportation equipment engineering design projects

All engineering services related to the design of transportation equipment.

Include:

motor vehicles;
aircraft;
trains;
marine vessels;
space vehicles.

9. Other industrial and manufacturing engineering projects

All engineering services related to the design of industrial and manufactured products not elsewhere classified.

10. Transportation engineering projects (e.g., road, rail, air, marine)

All engineering services related to highways, roads, streets, bridges, tunnels, railways, subways, airports, harbours, canals and locks, and other transportation infrastructure.

Include:

the provision of designs, plans, and studies related to transportation projects;
engineering advisory services that are related to a specific transportation project;
engineering design services for a transportation design-build project that are provided on a subcontract basis.

Exclude:

engineering advisory services not related to a specific project; please report this amount in this section, at question 15;
design-build contracts in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

11. Municipal utility engineering projects

All engineering services related to municipal utilities.

Include:

the provision of designs, plans, and studies related to municipal utility projects;
engineering advisory services that are related to a specific municipal utility project;
engineering design services for a municipal utility design-build project that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

12. Power generation, transmission and distribution engineering projects

All engineering services related to power generating units, power transmission and distribution lines, and related infrastructure.

Include:

the provision of designs, plans, and studies related to power projects;
engineering advisory services that are related to a specific power project;
engineering design services for a power design-build project that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

13. Telecommunications and broadcasting engineering projects

All engineering services related to systems for the transmission or distribution of voice, data, and programming.

Include:

the provision of designs, plans, and studies related to telecommunications and broadcasting projects;
engineering advisory services that are related to a specific telecommunications or broadcasting project;
engineering design services for a telecommunications or broadcasting design-build project that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

14. Hazardous and industrial waste engineering projects

All engineering services related to systems for the collection, treatment, and disposal of hazardous and industrial waste and the control of pollution.

Include:

the provision of designs, plans, and studies related to hazardous and industrial waste projects;
engineering advisory services that are related to a specific hazardous or industrial waste project;
engineering design services for a hazardous or industrial waste design-build project that are provided on a subcontract basis.

Exclude:

engineering advisory services that are not related to a specific project; please report this amount in this section, at question 15;
design-build contracts, in which the contracts cover both the engineering design and construction elements; please report this amount in this section, at question 18.

15. Engineering advisory services (e.g., expert witness, forensic investigation, etc.)

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

Include:

policy analysis;
regulatory studies;
audits;
forensic investigations;
expert witness services.

16. Other engineering projects or services

Other projects or services provided by engineering firms that are not classified elsewhere.

Secondary activities

17. Project management services

Planning, supervising, and co-ordinating the activities involved in carrying out a project, with regard to time, cost, performance requirements, and other constraints. May also include the arrangement of finances for a project, and procurement of equipment and subcontractors. Project management services refer only to situations in which project management is offered as a stand-alone service.

18. Construction services (including design-build contracts)

Constructing, repairing and renovating buildings and engineering works, as well as subdividing and developing land, through prime contracts or sub contracts.

Include:

construction of buildings;
heavy and civil engineering construction;
specialty trade contractors.

Exclude:

manufacturing and installing building equipment such as power boilers and manufacturing pre-fabricated buildings;
operating highways, streets and bridges;
house moving (transportation only);
project management services, when it is a primary activity;
maintenance of rights of way for power, communication and pipe lines;
cleaning building exteriors after construction.

19. Environmental consulting services

The provision of objective information, advice, and guidance to clients concerning the preservation of air, water, and soil quality; natural resource development; waste management; pollution control; and other environmental issues.

Include:

the sale or transfer of technology to a client, which often extends to assisting the client with the organization and monitoring of solution implementation.

Exclude:

services that involve stand-alone implementation.

20. Other sales

All other engineering services not defined above.

21. Total sales

The sum of questions 1 to 20 above.

Sales by type of revenue

Please indicate if you are reporting in either Canadian dollars or percentage of total sales by ticking the appropriate box.

1. Fee income

Revenues collected by the company for professional service fees rendered.

Exclude:

reimbursable expenses;
sub-contract fees awarded to other companies.

2. Sub-contracts

Please report the value of sub-contracts awarded by you to other firms or consultants.

3. Reimbursables

Include:

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

Exclude:

sub-contract fees.

5. Total sales

The sum of questions 1 to 4 above.

Environment – related projects

This section collects data on sales of selected environmental engineering services:

a) All engineering services related to facilities that generate electrical power from the following sources of renewable energy: sun, wind, water, earth’s heat or biomass.

b) All engineering services related to systems for the treatment of municipal waste water.

c) All engineering services related to municipal garbage collection and disposal systems, including recycling facilities, composting facilities, transfer stations, resource recovery facilities, and landfill sites.

d) All engineering services related to remediation of contaminated site, including remediation of the air, soil, ground and/or surface water (fresh or salt).

e) All engineering services related to programs for the collection, treatment, recycling, and disposal of industrial air, water and solid wastes, generally to a level such that the remaining waste stream can be safely released to the natural environment or ordinary municipal systems.

Include:

sales of related machinery, equipment and products sold as part of a service delivered.

G - Personnel

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:

partners and proprietors, non-salaried reported at question 1 above.

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.

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

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

Include:

sales to Crown corporations.

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:

sales to hospitals, schools, universities and public utilities.

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:

sales to foreign subsidiaries and affiliates.

I - Sales by client location

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.

J - International transactions

This section is intended to measure the value of international transactions on goods, services, and royalties and licences fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

General information

Survey purpose

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.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data sharing agreements with provincial and territorial statistical agencies and other government organizations, which 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.

Record linkages

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!

Definitions, data sources and methods: New Housing Price Index, 2007 Base:

Technical Note
(Table 327-0046, 2007=100 Monthly 1981 to present)

Introduction

This index measures changes over time in the contractors’ selling prices of new residential houses, where detailed specifications remain the same between two consecutive periods.

For most metropolitan areas, new house price indexes are available from 1981. The 2007=100 series surveys 21 metropolitan areas to establish monthly indexes relating to the contractors’ “total selling price”. The survey also collects contractors’ estimates of the current cost of the land. These estimates are independently indexed to provide the published series for land. The residual (selling price less land), which mainly relates to the current cost of the structure, is also independently indexed and is presented as the house series. The lots are usually serviced by builders except in Montréal and Québec City where they are occasionally serviced by municipal governments and therefore the servicing costs do not enter into the contractors’ selling price.

Characteristics

General:

Prices collected for this index relate to the 15th of the month or the nearest business date. Subsequently, the selling prices are adjusted for any changes in quality of the structure and the serviced lot. This index does not measure shelter costs and price changes for existing houses are excluded from these price surveys.

The prices collected from builders and included in the index are market selling prices less value added taxes, such as the Federal Goods and Services Tax (GST) or the Harmonized Sales Tax (HST).

Commencing in January 1991, the New Housing Price Indexes (NHPI) reflect the termination of the Federal Sales Tax (FST) with the introduction of the Goods and Services Tax (GST). Since this index is based on contractors' selling prices for new homes, the GST paid by the final purchasers is excluded from index calculations.

The HST came into effect July 1, 2010, in Ontario and British Columbia. Prior to the introduction of the HST, the provincial sales tax on building materials in Ontario and in British Columbia was embedded in the contractor's selling prices of new houses. With the introduction of the HST in these two provinces, the provincial sales tax is now replaced by the HST, a value added tax which is conceptually excluded from the index.

Prices Used:

Contractors’ mid-month selling prices are collected directly in 21 metropolitan areas through a combination of quarterly visits and telephone contacts in other months.

Adjustments to Prices:

House prices reported by sample builders are adjusted for changes in quality of both the structures and the serviced lots including intangible variations of location to ensure similarity of specifications.

In cases where the prices reported by sample builders include the net GST/HST payable they are adjusted to reflect prices that are equivalent to contractors’ selling prices excluding GST/HST.

Weight Base:

To prepare a contractors’ selling price index for a metropolitan area, price reports from the sample of builders are given equal weights in index calculations. Amongst metropolitan areas, weights are derived from housing completions data.

The same procedure prevails for aggregating the independently derived land and structure series: equal weights within metropolitan areas and proportional weights among metropolitan areas. Weights for metropolitan areas are adjusted annually as described below.

Index Formula

A Chain-Laspeyres index formula is used, the weights for which are derived from housing completions for the previous three years valued at prices for the 2007 base year.

Revisions

Indexes as published are final.

Historical Data

January 1981 to November 2010 on a 1997 base for 21 metropolitan areas. (CANSIM Table 327-0005)
January 1981 to April 2003 on a 1992 base for 21 metropolitan areas. (CANSIM Table 327-0005)
January 1981 to December 1997 on a 1986 base for metropolitan areas. (CANSIM Table 327-0029)

For Further Reading

Building permits, monthly, 64-001-XPB
Housing starts and completions, monthly, 64-002-XPB.
- First issue, April 1946. Last issue, December 1989
- Discontinued. Starting with the January 1990 data, Canada Mortgage and Housing is responsible for the release of the data. Contact CMHC at 613-748-2550.
Building permits, annual, 64-203-XPB
Residential general contractors and developers, annual, 64-208-XPB Population and dwelling counts, provinces and territories, 92-109-XPB to 92-120-XPB
Dwellings and households, Parts 1 and 2, 93-104-XPB and 93-105-XPB
Affordability of housing in Canada, 1990, 98-130-XPB

For more information or to enquire about the concepts, methods or data quality of this release, contact Client Services (toll-free 1-888-951-4550; 613-951-4550; fax: 613‑951‑3117; ppd-info-dpp@statcan.gc.ca), Producer Prices Division.

This guide is designed to assist you as you complete the 2011 Electric Power Generating StationsAnnual Survey.

Help Line: (613) 951-5419

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.

A - General information
B - Reporting Instructions
C - Revisions
D - Station Name
E - Station Type
F - Station Latitude and Longitude
G - Stand-by Status
H - Principal Fuel or Water Source
I - Station Detail

A – General information

Survey Purpose:

The purpose of this survey is to obtain information on the electricity generating capacity in Canada. This information is used by all levels of government in establishing informed policies in the energy area. In the case of public utilities, it is used by government agencies to fulfill their regulatory responsibilities. The private sector also uses this information in the corporate decision-making process.

Data Sharing Agreements:

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which 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.

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

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut, as well as with the Alberta Ministry of Energy, the British Columbia Ministry of Energy and Mines, the National Energy Board, Natural Resources Canada and Environment Canada.

B – Reporting Instructions

To reduce your burden of response, the attached computer print-out contains the data we have on file for each of your generating station(s) as of December 31, 2011. We will continue to pre-fill this form unless otherwise notified.

Only report generating stations in which this company is the majority or sole owner.

Review all information associated with each generating station and indicate any additions, deletions and revisions on the pre-filled print-out.

If a new generating station was commissioned during the reference year of this survey, please complete all the questions on the form provided.

If a generating station is no longer in operation, please write "decommissioned" by the station name.

Name-plate rating should be reported except where, due to permanent changes (such as an upgrade or a replacement), they would be inappropriate.

Data completed by Statistics Canada includes: RespID, Business Number, NAICS (North America Industrial Classification System) and SIC.

If the information requested is unknown, please provide your best estimate.

C – Revisions:

Located on the front page of the questionnaire, please indicate the status of this return in the appropriate box – Revisions attached or No Revisions.

D – Station Name:

Each station should be reported separately, as applicable. Indicate the name of the station. Also indicate the provincial location of each station.

E – Station Type:

Indicate which type of station is present – Combustion Turbine, Hydraulic (Hydro) Turbine, Internal Combustion Turbine, Solar, Nuclear Steam Turbine, Conventional Steam Turbine, Tidal Power Turbine or Wind Power Turbine.

F - Station Latitude and Longitude:

If known please indicate as applicable.

G – Standby Status:

If this station is a standby facility (a unit whose operation is not part of the planned load), please write "yes".
If this station is not a standby facility, please write "no".

H – Principal Fuel or Water Source:

Indicate the "primary" fuel used at this station. In the case of Hydro stations, name the river or lake utilized.
If this is a co-generation facility and the steam turbine is operated using recaptured waste heat, please indicate steam as the fuel source.

I – Station Detail:

Indicate the station unit ID name and or unit number, the commission year of the unit, the unit's capacity and total Capacity of the station (report capacity in kilowatts).

Thank you for your participation

Confidential when completed

Collected under the authority of the Statistics Act, Revised Statutes of Canada 1985, Chapter S19.

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

Schedule #6

Purpose of the Survey

Confidentiality

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 and will be published in aggregate form only.

Data Sharing Agreements

Record Linkages

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

Reporting Instructions

This schedule is to be completed and returned to Statistics Canada, 150 Tunney’s Pasture Driveway, Manufacturing and Energy Division, Energy Section, Jean Talon Building, Ottawa, ON, K1A 0T6 by April 30, 2012. If you require assistance in the completion of the questionnaire or have any questions regarding this survey, please contact us Telephone: (613) 951-5419 Fax: (613) 951-9499 .

To reduce your burden of response, the attached computer print-out contains the data on file for your station(s) as of December 31, 2011. We will continue to pre-fill this form unless otherwise notified.

All additions, deletions and revisions for the year 2011 should be made directly on the accompanying print-out.

Name-plate rating should be reported except where, due to permanent changes (such as an upgrade or a replacement), they would be inappropriate.

Please indicate if the unit is a standby facility (a unit whose operation is not part of the planned load).

Fax or Other Electronic Transmission Disclosure

Statistics Canada advises you there could be a risk of disclosure during the facsimile or other electronic transmission. However, upon receipt of your information, Statistics Canada will provide the guaranteed level of protection afforded to all information collected under the authority of the Statistics Act.

Please indicate the status of this return in the appropriate box.

Revisions attached
No revisions

Certification

I certify that the information contained herein is substantially complete and correct to the best of my knowledge and belief.
Signature
Date

Date (format: dd - mm - yyyy )
Name of signer (please print)
Official position of signer
E-mail address
Telephone, extension
Fax

Surveying Messenger Respondents by Telephone for the Courier and Messengers Services Price Index

Initial Identification

"I am calling from Statistics Canada, my name is <Surveyor name>."

Purpose of this survey

"We survey your company on a monthly basis in order to produce a monthly price index by measuring the change over time in prices for Courier and Messenger services on a Canada level."

Identifying specific respondent

"Would you or would someone else in your office be able to answer some questions on the types of services your company offers and the cost of those services?" <Obtain Contact Information (Name, position, telephone numbers, fax numbers, email addresses, mailing address) and confirm what type of contact (telephone, email or fax) the respondent would prefer.>

Explanation and verification of Service

"The information we are looking for is meant to represent your typical activity. In particular the pick-up and delivery of a document weighing 1LB as well as a package weighing 3 KG." "In previous contact with your company we have determined that your company delivers these types of packages, is this still accurate?" <If not ask how their service has changed, if the service does not meet our survey criteria then thank them for their time and explain we will not be asking them for future price information.>

Price collection

Price #1

"You previously reported a pick-up at <specific location in the respondent's city (on file)> and delivered to <specific location in the respondent's city (on file)> within one hour for a 1 LB document would cost <quote last reported Base Rate (on file)> excluding taxes. Is this correct for the month of <last month that data was collected> ?" <If not, ask them what the correct Base Rate would have been for that month?> "What is the Base Rate for this service this month?"

Price #2

"You previously reported a pick-up at <specific location in the respondent's city (on file)> and delivered to <specific location in the respondent's city (on file)> within one hour for a 3 KG package would cost <quote last reported Base Rate (on file)> excluding taxes. Is this correct for the month of <last month that data was collected> ?" <If not, ask them what the correct Base Rate would have been for that month?> "What is the Base Rate for this service this month?"

Price #3

"You previously reported a pick-up at <specific location in the respondent's city (on file)> and delivered to <specific location in the respondent's city (on file)> in a 3-4 hour window for a 1 LB document would cost <quote last reported Base Rate (on file)> excluding taxes. Is this correct for the month of <last month that data was collected> ?" <If not, ask them what the correct Base Rate would have been for that month?> "What is the Base Rate for this service this month?"

Price #4

"You previously reported a pick-up at <specific location in the respondent's city (on file)> and delivered to <specific location in the respondent's city (on file)> in a 3-4 hour window for a 3 KG package would cost <quote last reported Base Rate (on file)> excluding taxes. Is this correct for the month of <last month that data was collected> ?" <If not, ask them what the correct Base Rate would have been for that month?> "What is the Base Rate for this service this month?"

Other Charges

"Besides taxes, are there any other charges that apply to your services?"

"Do you apply a Fuel Surcharge to these services? <Reference the 1 LB and the 3 KG services if necessary> If so, what amount or rate do you charge?"

"Does this Fuel Surcharge change regularly? If so, how often should we survey your Fuel Surcharge rate?"

"Thank you for your time and cooperation with this survey."

Additional Information

"The data collected by this survey is confidential and specific price information is never accessible by anyone or any organization other than Statistics Canada. The price information gathered through this survey is used to produce a price index on a Canada level. This index is called the Courier and Messenger Services Price Index and is published by Statistics Canada on a monthly basis. This index shows price movement of Courier and Messenger services over time and is subject to a six month revision period."

Unified Enterprise Survey - Annual

5-3600-176.3

Reporting Guide

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.

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
H - Sales by type of client
I - Sales by client location
J - International transactions
K - Provincial/territorial distribution
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

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.

The main activity of an enterprise engaged in consulting services is to provide client firms with expert advice and make recommendations such as the adoption of approaches and processes and the establishment of strategies. For the benefit of client firms, such a consulting enterprise can also undertake the work itself that arises from its own recommendations i.e., their actual implementation

However, for this survey, to be considered a consulting services enterprise, the enterprise must generate the majority of its revenues from advice that it provides to client firms and not from the implementation of its own recommendations.

2. Please check the one main activity which most accurately represents your main source of revenue.

Below is a description of each main activity.

Administrative management consulting and general management consulting services

This Canadian industry comprises establishments primarily engaged in providing advice and assistance to other organizations on administrative management issues, such as:

financial planning and budgeting;
equity and asset management;
records management;
office planning;
strategic and organizational planning;
site selection;
new business start-up;
business process improvement.

This Canadian industry also includes general management consultants that provide to their clients a full range of administrative, human resource, marketing, process, physical distribution and logistics consulting services or other management consulting services:

administrative management;
human resource management;
marketing management;
process management;
physical distribution management;
logistics consulting services management;
other management consulting services.

Include:

administrative management consultants;
business start-up consulting services;
financial management consulting services (except investment advice);
general management consulting services;
records management consulting services;
reorganization consulting services;
site selection consulting services;
strategic planning consulting services.

Exclude establishment where the principal activity is:

providing office or general administrative services on a day-to-day basis.

Human resources consulting services

This Canadian industry comprises establishments primarily engaged in providing advice and assistance to other organizations on human resource management issues such as:

human resource and personnel policies, practices and procedures;
employee benefits planning, communication, and administration;
compensation systems planning;
wage and salary administration.

Include the following consulting services:

actuarial;
benefit;
compensation;
labour relations;
employee assessment;
employee compensation;
human resource;
organization development;
personnel management.

Exclude establishments where the principal activity is:

executive search consultants;
providing professional and management development training.

Other management consulting services

This Canadian industry comprises establishments, not classified to any other Canadian industry, primarily engaged in providing advice and assistance to other organizations on management issues.

Include:

customer services management consulting services;
customs consulting services;
efficiency experts;
freight rate consulting services;
inventory planning and control management consulting services;
logistics management consulting services;
manufacturing operations improvement consulting services;
materials management consulting services;
new product development consulting services;
operations research consulting services;
physical distribution consulting services;
production planning and control consulting services;
productivity improvement consulting services;
sales management consulting services;
tariff consulting services;
telecommunications management consulting services.

Environmental consulting services

This Canadian industry comprises establishments primarily engaged in providing advice and assistance to other organizations on environmental issues, such as the control of environmental contamination from pollutants, toxic substances and hazardous materials. These establishments identify problems, measure and evaluate risks, and recommend solutions. They employ a multi-disciplined staff of scientists, engineers and other technicians, with expertise in areas such as

air and water quality;
asbestos contamination;
remediation;
environmental law.

Examples of establishments in this industry are environmental consultants, sanitation consultants and site remediation consultants.

Other scientific and technical consulting services

This Canadian industry comprises establishments, not classified to any other industry, primarily engaged in providing advice and assistance to other organizations on scientific and technical issues

Include the following consulting services:

agricultural (technical);
agrology;
agronomy;
economic;
energy;
hydrology;
livestock breeding;
motion picture;
nuclear energy;
occupational health and safety;
physics;
safety.

None of the above — Please call 1-800‑972‑9692 for further instructions.

C - Reporting period 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.

D - Revenue

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.

Include:

sales from Canadian locations (domestic and export sales);
transfers to other business units or a head office of your firm.

Exclude:

transfers into inventory and consignment sales;
federal, provincial and territorial sales taxes and excise duties and taxes;
intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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:

foreign sources;
bonds and debentures;
mortgage loans;
G.I.C. interest;
loan interest;
securities interest and deposits with bank interest.

Exclude:

equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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:

vacation pay;
bonuses (including profit sharing);
employee commissions;
taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
severance pay.

Exclude:

all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

health plans;
insurance plans;
employment insurance;
pension plans;
workers’ compensation;
contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

legal;
accounting and auditing;
consulting;
education and training;
architect;
appraisal;
management and administration.

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:

hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

parent company reimbursement expenses and interdivisional expenses.

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:

goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

direct and indirect labour costs (salaries, wages, benefits, and commissions);
overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
diskettes and computer upgrade expenses;
data processing.

Exclude:

postage and courier;
telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
motor vehicle rental and leasing expenses;
rental and leasing of computer and peripheral expenses;
studio lighting and scaffolding, and other machinery and equipment expenses;
fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:

buildings and structures;
vehicles (including vehicle fuel);
machinery and equipment;
security equipment;
costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

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

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

newspaper advertising and media expenses;
catalogues, presentations and displays;
meeting and convention expenses;
tickets for theatre, concerts and sporting events for business promotion;
fundraising expenses.

13. Travel, meals and entertainment

Include:

passenger transportation, accommodation and meals while travelling;
other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

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

Exclude:

energy expenses covered in your rental and leasing contracts;
vehicle fuel.

15. Property and business taxes, licences and permits

Include:

property taxes paid directly and property transfer taxes;
vehicle licence fees;
beverage taxes and business taxes;
trade licence fees;
membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

amounts paid to holders of patents, copyrights, performing rights and trademarks;
gross overriding royalty expenses and direct royalty costs;
resident and non-resident royalty expenses;
franchise fees.

17. Delivery, warehousing, postage and courier

Include:

amounts paid for courier, custom fees, delivery and installation;
distribution, ferry charges and cartage;
freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

explicit service charges for financial services;
credit and debit card commissions and charges;
collection expenses and transfer fees;
registrar and transfer agent fees;
security and exchange commission fees;
other financial service fees.

Exclude:

interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

short-term and long-term debt;
capital leases;
bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

direct cost depreciation of tangible assets and amortization of leasehold improvements;
amortization of intangible assets (e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

amounts not included in questions 1 to 21;
charitable and political expenses;
research and development expenses;
recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
income/losses;
joint venture income/losses and partnership income/losses;
unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

F - Industry characteristics

Management consulting services

1. Strategic management consulting services

Providing advice and guidance concerning the overall strategic direction, planning, structuring and control of an organization.

Include consulting on:

business strategy and planning;
corporate development and restructuring;
crisis management;
the development of an organization’s overall direction and objectives;
the determination of the organization’s strategy to achieve the selected direction and objectives;
the selection of a method for carrying out the strategy, including selection among such methods as a merger or acquisition, joint venture, outsourcing, or other alliance, divestiture, new business venture or use of new technology;
designing or redesigning the organizational structure.

2. Financial management consulting services

Providing advice and guidance concerning financial strategies, planning and control.

Include:

advice and guidance on projects related to working capital and liquidity management;
the determination of an appropriate capital structure;
capital investment proposals, asset management;
accounting policy and procedures;
budgeting and budgetary controls;
financial consulting services related to mergers, acquisitions, and divestitures such as advice on methods of valuations, methods of payment, and methods of control;
international finance.

3. Marketing management consulting services

Providing advice and guidance on projects related to marketing strategy, market development and sales management and development.

Include:

identifying external opportunities and challenges that can be addressed by marketing;
analysing internal strengths and weaknesses;
determining which goods and services to offer;
target markets;
competitive position;
features of goods and services including customer service programs;
pricing;
advertising, and distribution channels (including franchising);
marketing expenditure level;
sales management and development.

4. Compensation and benefits consulting services

Providing advice and guidance related to compensation and benefits systems.

Include:

base salary or hourly wages;
fringe benefits, and incentive compensation;
non-cash compensation;
employee services and benefits such as pension and retirement and savings plans, welfare and health plans;
early retirement proposals.

Scope of services may consist of:

job evaluation and job rating systems;
performance appraisals;
executive compensation;
incentive and bonus plans;
job and positions analysis and evaluations;
comparative wage-and-salary surveys;
pay for performance programs, profit sharing plans, executive compensation, termination packages.

5. Other human resources management consulting services

Providing advice and guidance concerning the development or modification of human resource strategies, policies, practices and procedures except concerning compensation and benefits.

Include:

consulting on recruitment;
organizational development (improving functioning within and between groups);
employee training and development needs;
outplacement procedures and plans for assistance to employees;
succession planning;
compliance with government regulations in areas such as health, safety, workers’ compensation and employment equity;
labour-management relations;
employee assistance programs;
human resources audits.

6. Operations and supply chain management consulting services

Operations management is concerned with the management of physical, financial and human resources with the objective of producing goods and services. Supply chain management is a bundled service.

Include:

inventory management services;
warehousing and storage services and distribution services.

May include advice and guidance concerning:

productivity improvement;
cost reduction;
quality improvements in goods and services;
registration for quality management systems;
improvements to logistical operations such as production planning and control;
the management of supply sources, inventories, distribution networks, and transportation.

7. Other management consulting services

Services, related to the field of management consulting, that are provided by management consulting firms.

Include:

economic and social research services;
arbitration and conciliation services (except by lawyer, attorney, or paralegal offices);
other related products such as:

Actuarial consulting services, except for employee pensions and other benefits

Providing advice and guidance on actuarial matters such as life insurance and annuities; property and casualty insurance; public pension, health and other social insurance plans; income loss and marriage breakdown.

Expert witness services

Providing testimony before a court or administrative body, by a witness who, by virtue of experience, training, skill or knowledge, is recognized as being qualified to render an informed opinion on matters relating to a field or subject.

Training services, management

Providing management-related training and education services, in fields such as strategic management, financial management, marketing management, human resources management, and operations and logistics management on a stand-alone basis.

Project management

Planning, supervising, and co-ordinating the activities involved in carrying out a project, with regard to time, cost, project team membership, performance requirements, and other constraints. This product refers only to those situations in which project management is offered as a stand-alone service.

Environmental consulting services

8. Environmental assessments

Objective studies undertaken for any one or more of the following purposes:

identify whether or not environmental contamination exists at a particular site, and if so, determine the source, nature, and extent of the contamination;
assess the risk to public health and safety from environmental contamination associated with a project that is proposed or in place;
evaluate the impact on the ecology, society, or economy of environmental contamination resulting from human or natural activity.

9. Environmental audits

An independent assessment of the current status of a party’s compliance with applicable environmental requirements or of a party’s environmental compliance policies, practices, and controls.

10. Site remediation planning services

Preparation of a plan for the abatement of environmental contamination, usually at a specific site, and incorporating such technical or other criteria as may be prescribed by law or regulation.

11. Natural resource management consulting services

The provision of objective information, advice, and guidance concerning the best practices for the ecologically sustainable development and use of:

lands and forests;
bodies of water;
oil, gas, and mineral deposits;
wildlife populations;
other natural resources.

12. Waste management consulting services

The provision of objective information, advice, and guidance concerning the best practices for the minimization, transport, handling, disposal, and/or recycling of waste.

13. Environmental policy development consulting services

Advising public or private institutions on the design, development, and implementation of environmental statutes, regulations, standards, or practices. Consulting services of this type may extend to the drafting of such statutes, regulations, standards or practices on behalf of the client.

14. Other environmental consulting services

All other advisory services not elsewhere classified that are provided by environmental consultants.

Scientific and technical consulting services

15. Economic consulting services

Providing advice related to the description and analysis of the production, distribution, and consumption of goods and services.

Include:

consulting services related to macroeconomic modeling;
economic forecasting;
economic issues arising from competition, regulations, public policy and finance;
expert witness services;
consulting in agricultural economics.

16. Geological and geophysical consulting services

Providing advice concerning the geology of mineral, oil and natural gas resource exploration and development.

Include:

geophysical methods;
expert witness services;
resource and reserve estimates, audits and reviews;
independent valuations of mineral, oil and natural gas properties;
preparation of independent reports for stock exchange listings;
feasibility studies of mineral, oil and natural gas properties;
mineral, oil and natural gas property and project evaluation services;
geophysical survey design, including selection of methods;
appraisal of geological, geophysical or geochemical anomalies.

17. Soil management, crop and animal production consulting services

Providing advice in relation to the scientific management of agricultural land as well as crop or animal production.

Include:

related to tree farming;
crop fertilization;
animal breeding;
soil conservation.

18. Heritage consulting services

Providing advice concerning the identification, investigation, preservation and interpretation of historical or heritage resources. Includes advice related to the use of historical and archaeological research.

Include:

built heritage assessments;
archaeological site impact or mitigation;
advice on local, national or international regulations and standards for heritage sites or properties;
advice on obtaining government grants concerning heritage sites;
traditional uses of land, water and natural resources by aboriginal peoples.

19. Occupational health and safety consulting services

Providing advice concerning health and related safety standards in commercial, industrial, and government workplaces and facilities.

Include:

industrial hygiene;
workplace health risk assessments;
ergonomics;
confined space entry;
health hazard testing and evaluations;
safety standard requirements.

20. Other scientific and technical consulting services

Providing advice on scientific and technical matters not elsewhere classified.

Include:

pharmaceutical;
chemistry;
atomic energy.

G - Personnel

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:

partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

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

Include:

sales to Crown corporations.

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:

sales to hospitals, schools, universities and public utilities.

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:

sales to foreign subsidiaries and affiliates.

I - Sales by client location

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.

J - International transactions

K - Provincial/territorial distribution

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.

General information

Survey purpose

Data-sharing agreements

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

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

Record linkages

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

5-3600-185.3

Reporting Guide

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
G - Personnel
General information
Survey purpose
Data-sharing agreements
Record linkages

B - Main business activity

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.

C - Reporting period 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.

D - Revenue

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.

Include:

sales from Canadian locations (domestic and export sales);
transfers to other business units or a head office of your firm.

Exclude:

transfers into inventory and consignment sales;
federal, provincial and territorial sales taxes and excise duties and taxes;
intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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:

foreign sources;
bonds and debentures;
mortgage loans;
G.I.C. interest;
loan interest;
securities interest and deposits with bank interest.

Exclude:

equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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:

vacation pay;
bonuses (including profit sharing);
employee commissions;
taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
severance pay.

Exclude:

all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

health plans;
insurance plans;
employment insurance;
pension plans;
workers’ compensation;
contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

legal;
accounting and auditing;
consulting;
education and training;
architect;
appraisal;
management and administration.

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:

hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

parent company reimbursement expenses and interdivisional expenses.

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:

goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

direct and indirect labour costs (salaries, wages, benefits, and commissions);
overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
diskettes and computer upgrade expenses;
data processing.

Exclude:

postage and courier;
telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
motor vehicle rental and leasing expenses;
rental and leasing of computer and peripheral expenses;
studio lighting and scaffolding, and other machinery and equipment expenses;
fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:

buildings and structures;
vehicles (including vehicle fuel);
machinery and equipment;
security equipment;
costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

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

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

newspaper advertising and media expenses;
catalogues, presentations and displays;
meeting and convention expenses;
tickets for theatre, concerts and sporting events for business promotion;
fundraising expenses.

13. Travel, meals and entertainment

Include:

passenger transportation, accommodation and meals while travelling;
other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

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

Exclude:

energy expenses covered in your rental and leasing contracts;
vehicle fuel.

15. Property and business taxes, licences and permits

Include:

property taxes paid directly and property transfer taxes;
vehicle licence fees;
beverage taxes and business taxes;
trade licence fees;
membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

amounts paid to holders of patents, copyrights, performing rights and trademarks;
gross overriding royalty expenses and direct royalty costs;
resident and non-resident royalty expenses;
franchise fees.

17. Delivery, warehousing, postage and courier

Include:

amounts paid for courier, custom fees, delivery and installation;
distribution, ferry charges and cartage;
freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

explicit service charges for financial services;
credit and debit card commissions and charges;
collection expenses and transfer fees;
registrar and transfer agent fees;
security and exchange commission fees;
other financial service fees.

Exclude:

interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

short-term and long-term debt;
capital leases;
bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

direct cost depreciation of tangible assets and amortization of leasehold improvements;
amortization of intangible assets (e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

amounts not included in questions 1 to 21;
charitable and political expenses;
research and development expenses;
recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
income/losses;
joint venture income/losses and partnership income/losses;
unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

G - Personnel

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:

partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

General information

Survey purpose

Data-sharing agreements

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

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

Record linkages

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

5-3600-17.3

Reporting Guide

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

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.

Architectural services

Architectural services are concerned with the design of buildings, except the engineering design. The services included in this group are the provision of design and construction documents; plans, studies and other advisory services related to the design of buildings; and construction contract administration services.

Include:

architects (except landscape), offices of;
architectural design services (except landscape);
buildings and structures, architectural design;
architectural services for design-build projects provided on a subcontract basis.

Exclude:

both the design and construction of buildings, highways or other structures;
managing construction projects;
planning and designing landscapes.

Landscape architectural services

Landscape architectural services are concerned with the design of built landscapes. Landscape architectural services include the provision of designs and construction documents; plans, studies and other advisory services related to specific projects; and construction contract administration services.

Include:

offices of landscape architects;
city planning services (except engineers);
garden planning services;
golf course design services;
industrial development planning service (i.e., urban planning);
land use planning services;
landscape architectural services;
landscape planning services;
ski area planning services;
offices of town planners;
urban planning services.

Exclude:

operating retail nursery and garden centres that also provide landscape consulting and design services;
designing, installing and maintaining the materials specified in the design as part of an integrated service.

If none of the above activities describes your main source of revenue, please call 1-800-972-9692 for further instructions.

C - Reporting period 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.

D - Revenue

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.

Include:

sales from Canadian locations (domestic and export sales);
transfers to other business units or a head office of your firm.

Exclude:

transfers into inventory and consignment sales;
federal, provincial and territorial sales taxes and excise duties and taxes;
intercompany sales in consolidated financial statements.

2. Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.

Include:

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

3. Royalties, rights, licensing and franchise fees

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

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:

foreign sources;
bonds and debentures;
mortgage loans;
G.I.C. interest;
loan interest;
securities interest and deposits with bank interest.

Exclude:

equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

5. Other revenue (please specify)

Include:

amounts not included in questions 1 to 4 above.

6. Total revenue

The sum of questions 1 to 5.

E - Expenses

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:

vacation pay;
bonuses (including profit sharing);
employee commissions;
taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
severance pay.

Exclude:

all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

2. Employer portion of employee benefits

Include contributions to:

health plans;
insurance plans;
employment insurance;
pension plans;
workers’ compensation;
contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
contributions to provincial and territorial health and education payroll taxes.

3. Commissions paid to non-employees

Please report commission payments to outside workers without a T4 – Statement of Remuneration Paid.

Include:

commission payments to independent real estate agents and brokers.

4. Professional and business services fees

Include:

legal;
accounting and auditing;
consulting;
education and training;
architect;
appraisal;
management and administration.

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:

hired casual labour and outside contract workers.

6. Charges for services provided by your head office

Include:

parent company reimbursement expenses and interdivisional expenses.

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:

goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.

Exclude:

direct and indirect labour costs (salaries, wages, benefits, and commissions);
overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

8. Office supplies

Include:

office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
diskettes and computer upgrade expenses;
data processing.

Exclude:

postage and courier;
telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

9. Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:

lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
motor vehicle rental and leasing expenses;
rental and leasing of computer and peripheral expenses;
studio lighting and scaffolding, and other machinery and equipment expenses;
fuel and other utility costs covered in your rental and leasing contracts.

10. Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:

buildings and structures;
vehicles (including vehicle fuel);
machinery and equipment;
security equipment;
costs related to materials, parts and external labour associated with these expenses.

Also include janitorial and cleaning services and garbage removal.

11. Insurance (include professional liability, motor vehicles, etc.)

Include:

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

Insurance recovery income should be deducted from insurance expenses.

12. Advertising, marketing and promotions (report charitable donations at question 22)

Include:

newspaper advertising and media expenses;
catalogues, presentations and displays;
meeting and convention expenses;
tickets for theatre, concerts and sporting events for business promotion;
fundraising expenses.

13. Travel, meals and entertainment

Include:

passenger transportation, accommodation and meals while travelling;
other travel allowances as well as meal, entertainment and hospitality purchases for clients.

14. Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:

diesel, fuel wood, natural gas, oil and propane;

Exclude:

energy expenses covered in your rental and leasing contracts;
vehicle fuel.

15. Property and business taxes, licences and permits

Include:

property taxes paid directly and property transfer taxes;
vehicle licence fees;
beverage taxes and business taxes;
trade licence fees;
membership fees and professional licence fees.

16. Royalties, rights, licensing and franchise fees

Include:

amounts paid to holders of patents, copyrights, performing rights and trademarks;
gross overriding royalty expenses and direct royalty costs;
resident and non-resident royalty expenses;
franchise fees.

17. Delivery, warehousing, postage and courier

Include:

amounts paid for courier, custom fees, delivery and installation;
distribution, ferry charges and cartage;
freight and duty, shipping, warehousing and storage.

18. Financial service fees

Include:

explicit service charges for financial services;
credit and debit card commissions and charges;
collection expenses and transfer fees;
registrar and transfer agent fees;
security and exchange commission fees;
other financial service fees.

Exclude:

interest expenses.

19. Interest expenses

Please report the cost of servicing your company’s debt.

Include interest on:

short-term and long-term debt;
capital leases;
bonds and debentures and mortgages.

20. Amortization and depreciation of tangible and intangible assets

Include:

direct cost depreciation of tangible assets and amortization of leasehold improvements;
amortization of intangible assets (e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

21. Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.

Include:

allowance for bad debts.

Bad debt recoveries are to be netted from bad debt expenses.

22. All other expenses (please specify)

Include:

amounts not included in questions 1 to 21;
charitable and political expenses;
research and development expenses;
recruiting expenses.

23. Total expenses

The sum of questions 1 to 22.

24. Corporate taxes, if applicable

Include:

federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

25. Gains (losses) and other items

Include:

realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
income/losses;
joint venture income/losses and partnership income/losses;
unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
write-offs.

26. Net profit/loss after tax and other items

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

F - Industry characteristics

Sales by type of service

Please provide a breakdown of your sales in either Canadian dollars or percentage of total sales by ticking the appropriate box.

1. Architectural services

a) Single-family residential projects

Architectural services provided for single-family residential building projects.

Include:

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

Exclude:

historical restoration projects.

b) Multi-family residential projects

Architectural services provided for multi-family residential building projects.

Include:

the design of apartment blocks.

Exclude:

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

c) Office building projects

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

Include:

office parks.

Exclude:

historical restoration projects.

d) Retail and restaurant projects

Architectural services for stores, restaurants and similar buildings.

Include:

shopping centres;
retail stores;
restaurants;
gas stations.

Exclude:

historical restoration projects.

e) Hotel and convention centre projects

Architectural services for buildings providing temporary overnight accommodations.

Include:

hotels;
motels;
resorts;
convention centres.

Exclude:

historical restoration projects.

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

Architectural services for buildings which provide health care.

Include:

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

Exclude:

historical restoration projects.

g) Entertainment, recreational, and cultural building projects

Architectural services for entertainment, recreational and cultural building projects.

Include:

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

Exclude:

historical restoration projects.

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

Architectural services for educational buildings.

Include:

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

Exclude:

historical restoration projects.

i) Industrial building projects

Architectural services for industrial buildings.

Include:

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

Exclude:

warehouses;
historical restoration projects.

j) Transportation and distribution facility projects

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

Include:

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

Exclude:

historical restoration projects.

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

Other specialized non-residential public building projects.

Include:

churches;
prisons;
religious building projects;
military building projects.

Exclude:

historical restoration projects.

l) Historical restoration projects

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

m) Architectural advisory services

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

2. Landscape architectural services

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

Include:

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

Exclude:

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

3. Urban planning services

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

Exclude:

the design of site master plans for actual construction projects.

4. Project site master planning services

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

Exclude:

urban planning services.

5. Interior design services

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

Exclude:

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

6. Engineering services

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

Include:

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

7. Other

All other architectural and landscape architectural services not defined above.

8. Total sales

The sum of questions 1 to 7 above.

Sales by type of revenue

Please indicate if you are reporting in either Canadian dollars or percentage of total sales by ticking the appropriate box.

1. Fee income

Revenues collected by the company for professional service fees rendered.

Exclude:

reimbursable expenses;
sub-contract fees awarded to other companies.

2. Sub-contracts

Please report value of the sub-contracts awarded by you to other firms/consultants.

3. Reimbursables

Include:

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

Exclude:

sub-contract fees.

5. Total sales

The sum of questions 1 to 4 above.

G - Personnel

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:

partners and proprietors, non-salaried reported at question 1 above.

b) Percentage of paid employees (from question 2a) who worked full time

3. Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

H - Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

1. Clients in Canada

a) Businesses

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

Include:

sales to Crown corporations.

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:

sales to hospitals, schools, universities and public utilities.

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:

sales to foreign subsidiaries and affiliates.

I - Sales by client location

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.

J - International transactions

General information

Survey purpose

Data-sharing agreements

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

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

Record linkages

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!

Annual Survey of Manufactures and Logging, 2010

Unified Enterprise Survey

5-3600-160.3 STC/UES-310-60195

Reporting Guide

This guide is designed to provide additional information as you work through your questionnaire. If further assistance is required, please call us. A Statistics Canada employee will be happy to assist you.

Help Line: 1-800-972-9692

General information
Guidelines
A - Introduction
Coverage
Reporting instructions
Main business activity
Reporting period information
B - Income statement and production and cost report
B1 – Sales
B2 - Other revenue
B3 - Cost of goods sold and expenses
B4 - Net profit / loss after tax and other items
C - First destination of sales
D - Sales of goods manufactured
E - Purchases of raw materials and components to be used in manufacturing process
F - Labour, salaries and wages (including commissions, if applicable) by location
G - Detailed information on energy and water costs or expenses
Unit of quantity conversion table
How can I obtain data from Statistics Canada?

General information

What is the Annual Survey of Manufactures and Logging and why is it important?

The Annual Survey of Manufactures and Logging is conducted every year by Statistics Canada to obtain important information on the manufacturing sector (including logging operations) of the Canadian economy. Manufacturing establishments in Canada are required to provide information on such aspects of their operations as sales, costs/expenses, salaries and wages. Results from the Annual Survey of Manufactures and Logging help Statistics Canada in compiling key data on the Canadian economy, such as the Gross Domestic Product (GDP). The total value of sales is used along with inventories to calculate production statistics. Total sales of individual products, and external trade data, are used to estimate the size of the Canadian market for particular goods.

The data are also published and are used by the business community, trade associations, municipal, provincial/territorial, and federal governments, international organizations and private citizens.

Businesses and governments depend on official statistics to make vital economic decisions. For example:

the Bank of Canada relies on the GDP to make decisions that influence interest and exchange rates, which in turn affect the costs of doing business;
businesses and associations use the survey results to:
- track their performance against industry averages;
- evaluate expansion plans;
- prepare business plans for investors;
- adjust inflation-indexed contracts;
- plan marketing strategies.

Why was I chosen to receive the Annual Survey of Manufactures and Logging?

For most surveys, businesses are selected through random sampling to represent other businesses of the same type in their regions, with similar revenue or number of employees. Some businesses must be included every year as they contribute substantially to their particular industry or region. Smaller businesses must also be sampled if an industry only includes a limited number of businesses in a province or territory, to provide an accurate picture of an industry.

Whenever possible, Statistics Canada does use administrative data already filed with government, such as income tax returns or customs records. However, these sources do not contain all the information required to produce a complete industry profile. This is especially true for large businesses operating in a number of different industries, and in more than one province/territory. Tax records usually provide data for the legal entity but not for the different business units (establishments) that operate in different industries and/or provinces/territories. We need data from these specific business units to produce statistics by industry and by province/territory. Note: Although Statistics Canada can obtain records from the Canada Revenue Agency (CRA) to create statistics, CRA cannot access any individual survey records from Statistics Canada.

To protect the confidentiality of data provided by respondents, only data in aggregate form are available for use.

Your assistance in completing the enclosed survey is vital to the production of timely and accurate manufacturing statistics. If you experience difficulties in completing this survey, please do not hesitate to call us at 1-888-881-3666.

Is it a legal requirement to complete this survey?

Yes. The Annual Survey of Manufactures and Logging is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19. This act stipulates that the completion of questionnaires issued under the act is mandatory. You can go to our website (www.statcan.gc.ca) to consult a copy of the Statistics Act.

Is the information provided kept confidential?

Yes. Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information from this survey which would identify a person, business, or organization, without their prior consent. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. The Canada Revenue Agency cannot access identifiable survey data from Statistics Canada.

These survey data will only be used for statistical purposes and will be published in an aggregate form only.

Data-sharing agreements

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

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

For all manufacturing industries — (1) Environment Canada, (2) Natural Resources Canada, (3) the Prince Edward Island Department of the Provincial Treasury (PEI statistical agency) , (4) the Northwest Territories Bureau of Statistics and (5) the Nunavut Bureau of Statistics.

For establishments in non-ferrous metal (and aluminum) smelting and refining, clay building material and refractory manufacturing, cement manufacturing and lime manufacturing — (1) the Newfoundland and Labrador Department of Natural Resources, (2) the New Brunswick Departments of Natural Resources and Energy, (3) the Quebec Ministry of Natural Resources and Wildlife, (4) the Ontario Ministry of Northern Development and Mines, (5) the Manitoba Department of Science, Technology, Energy and Mines and (6) the British Columbia Ministry of Energy, Mines and Petroleum Resources.

For establishments in logging, sawmills, shingle and shake mills, hardwood veneer and plywood mills, softwood veneer and plywood mills, wood preservation, particle board and fibreboard mills, waferboard mills, mechanical pulp mills, chemical pulp mills, paper (except newsprint) mills, newsprint mills and paperboard mills — the Ontario Ministry of Natural Resources.

Authorized disclosure

Section 17 of the federal Statistics Act allows for the disclosure of a list of individual establishments, firms or businesses showing information including the establishments’ names and locations (province, territory and municipality) and North American Classification System (NAICS) codes. The disclosure of these lists may be authorized in order to aid analysts in the interpretation of data from the Annual Survey of Manufactures and Logging.

Data linkage

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

Guidelines

General remarks

This guide provides details to help you complete the survey with more exact responses in the following sections.

A - Introduction

B - Income statement / production and cost report

C - First destination of sales

D - Sales of goods manufactured

E - Purchases of raw materials and components to be used in manufacturing process

F - Labour, salaries and wages (including commissions, if applicable) by location

G - Detailed information on energy and water costs/expenses

The data requested can generally be obtained from:

the accounting records and financial statements (for profit centres) for your business unit;
your production and cost reports (for cost centres);
your employment and payroll records;
other sources (e.g., your plant or production manager).

A - Introduction

Coverage

Please report the data for your establishment (referred to as a business unit) in this questionnaire. Each of the locations included in your business unit should be pre-printed in Section F. If you have acquired or disposed of a location, please indicate this change in the space provided.

Note: A business unit is the smallest operating unit in your business that can report the following items:

the value of sales;
the cost of materials and supplies purchased;
the cost of energy and water utility purchased;
the opening and closing inventories;
the number of employees and their salaries and wages.

Generally a business unit corresponds to a plant, mill or factory. However, it may comprise more than one plant or location when your accounting records do not permit separate reporting of the items listed above. A business unit may also include ancillary or support units, such as sales offices or warehouses.

If your business has more than one business unit, a separate questionnaire should be completed for each unit. Each questionnaire should cover all the activities of the relevant business unit.

If your firm has a separate administrative unit or head office located in a municipality other than the one in which the plant is located, then you should also fill out a separate questionnaire for the Head Office Survey. The activities of ancillary or support units which serve more than one of your business units should also be reported on a head office questionnaire (even if there is no separate head office as such).

If you are in doubt about the best way to report, or you are not sure what questionnaires are being completed by other units of your firm, please call 1-800-972-9692 for assistance. Please quote the reference number on the front page of the questionnaire in all communications.

Reporting instructions

When precise figures are not available please provide your best estimates. Report all monetary values in Canadian funds, rounded to the nearest thousand dollars (e.g., $55,417.40 should be reported as 55). Percentages should be rounded (e.g., report 37.3% as 37 and 75.8% as 76).

Section J asks for the name of contact as well as the person primarily responsible for completing this questionnaire. Sometimes this is not the same person. Please answer both questions accurately.

Main business activity

Lines 1 through 4

Please describe the main business activity of your business unit. This activity should generate the largest portion of value of your sales during the reporting period. For example, if you principally manufacture vehicle parts, you could write a description of: “vehicle brake component assembler”. Please include some indicator of the major products you produce. The information is used to verify that your business unit is coded to the appropriate industry.

Note: Commercial printing is considered a manufacturing activity by Statistics Canada. If your business unit’s primary business activity is “printing” then an additional question (line 2) asks you to indicate the specific type of printing or related activity.

The activity you select should reflect the largest portion of value of your sales during the reporting period.

If your main business activity is neither manufacturing nor logging, please call 1-800-972-9692 for further instructions.

Reporting period information

Lines 5 through 8

The reporting period for the Annual Survey of Manufactures and Logging is your business unit’s 12-month fiscal period ending between April 1, 2010 and March 31, 2011. Please check the appropriate boxes to indicate any fiscal year or operational changes in the subsequent questions.

On line 7, selecting ‘temporarily inactive’ could be used to indicate labour actions (strikes/lockouts), scheduled retooling, or international trade actions (duties/quotas) that result in a temporary cease of operations with planned resumption in the short term.

B - Income statement and production and cost report

The information requested under Section B relates directly to your income statement (or production and cost report if you are a cost centre).

B1 - Sales

Sales should be reported FOB factory gate: net of excise and provincial or territorial sales taxes, HST/GST, trade discounts, returns and allowances, and charges for outward transportation by common or contract carriers. (Note: FOB factory gate means truck gate if using own truck and driver). Sales denominated in foreign currency should be converted into Canadian dollars at the exchange rate on the day of transaction.

Goods reported as sold should not be included in inventory (lines 25 and 58) and goods held on consignment should be reported as inventory until actually sold.

Valuation of sales

Please indicate whether you report at final selling price or any alternate valuation in the check-boxes above line 9.

If you are a single business unit firm, sales must be reported at your final selling price.
If you are part of a multi-business unit firm:
- a) sales to your firm’s non-manufacturing business units must be reported at your final selling price.
- b) sales to your firm’s manufacturing business units, sales branches, selling warehouses or head offices should be reported at the value shown on your books of account (i.e., book transfer value).

Line 9a: Sales of goods manufactured

The information to be reported at line 9a should relate only to goods manufactured from own materials whether at this business unit or at any other sub-contracted manufacturing plants located within Canada on the basis of a charge at line 31 to this business unit. In the case where manufacturers normally install products of their own manufacture as an extension of the processing operations, the value of sales should represent the installed value of the products. If your firm operates one business unit (plant) plus one or more stock or storage warehouses at other locations (including rented space in public warehouses), reported sales should include sales out of warehouse plus direct plant sales to customers. Do not include current plant sales to own warehouses.

Include:

sales from Canadian locations (domestic and export);
transfers to other business units or a head office of your firm;
sales of goods that were shipped earlier on consignment;
sales shipped to foreign countries for which customs entry forms have been prepared:
- i) CF7501 for shipments destined to the United States;
- ii) B-13A, Customs Canada, Export Entry, for destinations other than the United States;
charges for installation of manufactured goods where installation is part of sale;
book value of goods sold for rental.

Exclude:

transfers into inventory and consignment sales;
shipping charges by common or contract carriers;
discounts and returns;
federal provincial and territorial sales taxes and excise duties and taxes;
sales of goods purchased for resale, as is (please report this amount at line 9c);
sales of logs or wood residue (please report this amount at line 9b).

Line 9b: Sales of logs and wood residue (for logging operations only)

Report all sales of logs and wood residue at this line, regardless of the source of these materials. Sales of logs and wood residue harvested by your own employees, by contractors, or bought by you on the open market should all be reported here. Do not include any logging sales at line 9c.

Line 9c: Sales of goods purchased for resale, as is

Report sales of goods that have not been processed or altered in your business unit and that have been purchased and resold in the same condition. Logging operations must not report sales of logs and wood residue here, (regardless of who harvests), but at line 9b.

Include:

sales of products transferred to you from other business units of your firm (not listed as a location in Section F) and sold in the same condition as transferred.

Line 9d: Progress billing

Business units which manufacture large products (e.g., construction of a ship) that normally require extended periods of time and large sums of money to complete, may recognize only a portion of the long-term contract revenue during the current reporting period. Any reported amount must be broken down into:

i) percentage of total progress billing revenue derived from Canadian sources only;
ii) percentage of total progress billing revenue derived from foreign sources (any country other than Canada).

Note: If you recognize your long-term contracts based on completion over a number of periods, do not report the total value of these long-term contracts as this would, over time, result in double counting of revenue.

Line 10: Revenue from repair work

Repair work comprises fixing/repairing products that have already been installed or delivered to a client (or other business unit). This work could be done at the client’s facilities or at your business unit (where it was uninstalled and shipped to your business unit for repair). Repair work also includes warranty repairs where your business unit charges a fee to either an external business or another business unit within your firm. In all of these cases, your business unit has only provided labour to a client but this client owns the product(s) and materials involved.

Line 11: Revenue from manufacturing or logging service fees and/or custom work

Custom work, manufacturing or logging service, comprise manufacturing or logging work undertaken to the specifications of a client (or other business unit of your firm) prior to installation or initial delivery. Your business unit has only provided labour to a client but this client owns the product(s) and materials involved. Revenue earned from this activity should be reported at line 11 where it is relevant to your activities in the fiscal year reported in this questionnaire.

Line 12: Revenue from stumpage sales

Only business units involved in logging operations should report revenue from stumpage sales on this line.

Line 13: Revenue from other sales

Include:

sales of goods and services not specified at lines 9 through 12.

Exclude:

revenue from rental and leasing, royalties, franchise and licensing fees, interest and subsidies/grants (these should be reported at lines 15 through 18).

Line 14: Total sales

Please report your total sales with the sum of lines 9a, b, c, and lines 10 through 13.

Exclude:

amounts reported separately for progress billing in this calculation, as they will already be included at line 9a.

B2 - Other revenue

Line 15: Revenue from rental and leasing

Rental and leasing revenue from assets owned by your business unit should be reported here. This revenue should be reported before deduction of expenses such as property taxes and repairs and maintenance but net of the goods and services tax (GST). Rent revenue should not be netted against rental expenses.

Include:

revenue from rental or leasing of manufactured products made by your business unit;
revenue from rental or leasing of assets, including real property and/or machinery and equipment owned by your business unit (including operating leases).

Exclude:

finance charges from financing and sales leases;
revenue from intellectual property (e.g., patents, trademarks, copyrights).

If these types of revenue are accruing to another business unit of your firm that are not included in this questionnaire, they should be reported by that business unit (e.g., head office). Please ensure that they are reported only once, i.e., either on the questionnaire of your manufacturing business unit or by the other business unit.

Line 16: Revenue from royalties, franchise fees and licensing agreements

Revenue from royalties, franchise fees, and licensing should not be netted against expenses.

Line 17: Investment revenue (dividends and interest)

Dividend revenue should not be netted against dividend expense.

Interest revenue should not be netted against interest expense.

Line 18: Other revenue

Operating revenue related to current operations not reported elsewhere.

May include:

lodging and boarding revenue in the logging industry;
service revenue;
subsidies and government grants allocated to the current operations of the reporting period;
revenue from secondary activities (e.g., cafeterias and lunch counters);
revenue from outside installation or construction work not related to your own products.

B3 - Cost of goods sold and expenses

Many manufacturing business units distinguish the costs directly charged to their manufacturing process from their expenses (selling, general and administrative). This section is organized to allow you to easily record your costs/expenses according to your normal accounting practices. Do not try to split Cost of Goods Sold from Expenses if you have not separated these in your own accounting records.

Purchases from other business units of your firm must be reported as expenses at the same book transfer value and as revenue at final selling price.

If the method of valuation used by your business unit has changed, please advise us on the questionnaire and identify the method now being used.

Opening and closing inventories

Inventories are to be reported at the value maintained in your accounting records (book value). If your accounting records do not distinguish between goods of own manufacture and goods purchased for resale, please provide your best estimate of the distribution between the two inventory types and note on the questionnaire the action taken.

Include:

inventory at the plant and at any warehouse or selling outlet which is treated as part of this business unit;
inventory in transit in Canada;
inventory held on consignment in Canada.

Exclude:

goods owned and held in inventory abroad;
any goods held on consignment from others.

Line 20 and Line 53: Inventories of raw materials and components

Include:

materials and components to be used in the manufacturing process;
fuel purchased to be used as an input into the manufacturing process as a feedstock or processing material (e.g., crude oil processed into gasoline) at line 20;
non-returnable containers and other shipping and packaging materials.

Exclude:

any raw material intended for resale in the same condition as purchased (this should be included at lines 23 and 56).

Line 21 and Line 54: Inventories of goods and work in process

Include:

partially completed goods;
the value of work done on goods accounted for under progress billing for which no payment has been received.

Line 22 and Line 55: Inventories of finished goods manufactured

Include:

goods of own manufacture from your business unit.

Line 23 and Line 56: Inventories of goods purchased for resale, as is

Include:

all goods which are purchased for resale without further processing by your business unit.

Exclude:

components manufactured by another business unit/firm that are purchased or transferred by your business unit and used by you as inputs for assembling manufactured systems (this should be included at lines 20 and 53).

Line 24 and Line 57: Other inventories (please specify)

Include:

all other inventory of materials used in your manufacturing process but not included in the above categories.

Purchases and costs / expenses

Line 26: Purchases of raw materials and components

Report the laid-down cost (FOB plant gate, but excluding GST) for all raw materials and components purchased for your manufacturing process. Do not include goods purchased for resale, as is. A breakdown by product will be requested in Section E — the amount entered here should equal line 90.

Line 27: Purchases of non-returnable containers and other shipping and packaging materials

Report the laid-down cost for all shipping and packaging materials purchased (FOB plant gate, but excluding GST), including boxes, cartons, barrels, kegs, bottles, pallets, etc.

Line 28: Purchases of goods for resale, as is

Report the laid-down cost of goods purchased for resale in the same condition as purchased (FOB plant gate, but excluding GST), i.e., without further manufacturing or processing.

Line 29: Employment costs and expenses

Line 29a: Labour, salaries and wages (including commissions, if applicable)

Amounts reported for salaries, wages and commissions should be gross, before any deductions at source. Note that the total reported at line 29a should equal the amount reported at line 91.

Include:

overtime payments;
vacation pay;
payments to casual labour;
directors’ pay;
bonuses (including profit sharing);
commissions paid to regular employees such as your manufacturer’s agents;
taxable allowances (e.g., room and board, gifts such as air tickets for holidays);
retroactive wage payments;
stock options awarded to employees (the amount for which you have entered a “code 38” on the employees’ T4 and which is included in box 14 – value according to CRA rules);
any other allowance forming part of the employee’s earnings;
payments to individuals working on their own premises using equipment and materials provided by your business unit since such persons should be treated as employees.

Exclude:

deferred stock options awarded to employees that meet relevant CRA rules (the amount for which you have entered a “code 53” on the employee’s T4 and which is excluded from box 14);
amounts paid out to other business units for employment costs only (this expense should be reported at line 31);
all costs and expenses associated with outside contract workers;
monies withdrawn by working owners and partners of unincorporated business units;
director’s fees or distribution of profits to shareholders of incorporated business units.

Line 29b: Benefits

Report expenses related to the employer portion of employee benefits.

Include:

payments for employee life and extended health care insurance plans (e.g., medical, dental, drug and vision care plans);
employer portion of Canada Pension Plan/Québec Pension Plan (CPP/QPP) contributions;
employer pension contributions;
contributions to provincial and territorial health education payroll taxes (applicable to your business unit);
workers’ compensation (provincial or territorial) applicable to your business unit;
employer portion of employment insurance premiums (EI);
retiring allowances or lump sum payments to employees at time of termination or retirement;
all other employee benefits such as childcare and supplementary unemployment benefit (SUB) plans.

Exclude:

employee portions of employee benefits (i.e., deductions from pay).

Line 30: Employment agency and personnel supplier services

Report any cost/expense for temporary workers paid through an agency. Also include charges for personnel search services.

Line 31: Sub-contracts (excluding research and development)

Many business units provide materials to other business units or individuals for the production of outputs on a so-called “custom basis”.

Include:

any amount you pay to any other business units, firms, or individuals for work done on materials you own.

Exclude:

salaries and wages paid to employees (see line 29a);
payments to individuals working on their own premises using machinery, equipment and materials provided by your firm (such persons should be treated as employees) (see line 29a);
research and development sub-contracts (part of line 32);
cost of materials e.g., logs (see line 26).

Line 32: Research and development

Report all costs/expenses related to research and development work, except labour costs (part of line 29a).

Line 33: Amortization and depreciation

Report the amortization/depreciation (the systematic allocation of the cost of assets to current operations over their useful life) related only to the current reporting period.

Include:

amortization of tangible and intangible assets;
amortization of rental equipment;
- a) for operating leases (by lessor);
- b) for capital leases (by lessee).
amortization of current and deferred costs attributable to the current period;
amortization of deferred gains and losses on investments.

Exclude:

one-time write-offs or write-downs.

Line 34: Energy and water utility

Report the cost/expense of purchased energy and water (utility) attributed to operations in the current reporting period.

Vehicle fuel expenses should not be included in this amount (see line 35).

The total of the amounts allocated to Cost of goods sold and to Expenses should equal the amount entered at line 102.

Do not report raw materials here, i.e. any fuel purchased as an input to the manufacturing process as a feed stock or processing material (e.g., crude oil to be refined into gasoline), or for any other non-energy purpose, should be reported at line 26.

Line 35: Vehicle fuel expenses

This item includes expenses for vehicle fuels purchased by your business unit (e.g., gasoline, diesel fuel, propane and natural gas).

Exclude:

fuel purchased for power/heat generation (see line 34).

Line 36: Transportation, shipping (contracted out), warehousing, storage, postage and courier

Report transportation and storage costs/expenses if they can be reported separately from purchases.

Include:

freight transport services by air, sea, or land (including rental with operator);
pipeline transport services;
postage and courier expenses (including local messenger and delivery);
storage or warehousing services;
moving services.

Exclude:

shipping using own vehicles.

Line 37: Rental and leasing (including motor vehicles)

Include:

rental of real property (land, buildings, office space);
rental of motor vehicles (without driver);
rental of computers, machinery and equipment (without operator).

Exclude:

rental and leasing of vehicles (with driver), machinery and equipment (with driver or operator). Report these costs with the associated function.

Line 38: Repair and maintenance (including motor vehicles)

This item comprises repair and maintenance costs related to the replacement of parts or other restoration of plant and machinery to keep your properties in efficient working condition.

Include:

waste removal services, hazardous and non-hazardous;
purchased materials, parts and labour, janitorial and cleaning services;
sweeping and snow removal services;
purchased repair and maintenance service expenses for:
a) buildings and structures;
b) motor vehicles;
c) other machinery and equipment;
d) other goods (except fabricated metal products or furniture repair services).

Exclude:

property management fees (line 45);
repair and maintenance expenses that are included in any payment to a head office (line 46).

Line 39: Insurance (including motor vehicles)

Include:

life insurance and individual pension services;
accident and health insurance services;
asset insurance services, including property and motor vehicle;
general liability insurance services;
all other insurance services not elsewhere specified.

Exclude:

payments on behalf of employees which are considered to be taxable benefits (included at line 29b);
premiums paid directly to your head office (included in line 46).

Line 40: Property and business taxes, licences and other permits

This item comprises the cost of various licences and permits, and some indirect taxes (taxes levied on your business unit that are not corporate income or logging taxes, sales or excise taxes, or insurance premium taxes).

Include:

property taxes – except those which are covered in your rental and leasing expenses;
property/land transfer tax;
business taxes;
business and other fees (does not include business service fees);
vehicle licence fees;
beverage licence fees;
all other license fees;
capital taxes;
lot levies;
building permits and development charges;
other property/business licences or permits not specified above.

Exclude:

stumpage fees (for logging operations only) (line 42).

Line 41: Royalties and franchise fees

Include:

franchise fees;
fees incurred for the purchase of intellectual property (e.g., patents, trademarks, copyrights).

Exclude:

stumpage fees (for logging operations only) (line 42).

Line 42: Stumpage fees (for logging operations only)

Business units undertaking logging operations on Crown land must pay “stumpage fees” for harvested logs. If logging activity is applicable to your business unit, please report the total of all stumpage fees paid during this reporting period.

Line 43: Advertising and marketing

Include:

planning, creating and placement services of advertising;
purchase or sale of advertising space or time, on commission;
other advertising services;
trade fair and exhibition organization services.

Line 44: Travel, meals and entertainment

Travel

Include:

passenger transportation, accommodation, meals while travelling and other travel allowances;
hotel and motel lodging services;
railway, road, water or air transport services of passengers;
rental services of passenger cars, buses and coaches with operator;
taxi services;
travel agency services.

Meal and entertainment expenses

Include:

purchases for clients;
meal serving services;
beverage serving services for consumption on the premises;
motion picture and video tape projection services.

Line 45: Professional and business service fees

Please report only the total cost of purchased professional or business service fees here. Exclude the costs of in-house activities undertaken by our own staff.

Include:

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

Exclude:

service fees paid to head office and other business support units not included in this questionnaire (see line 46).

Line 46: Management fees and other service fees paid to head office and other business support units

Include:

any management or service fees paid to head office.

Line 47: Telephone and other telecommunication services

Include:

telephone, fax, cellular phone, or pager services for transmission of voice, data or image;
Internet access charges;
purchased cable and satellite transmission of television, radio and music programs;
wired telecommunication services;
wireless telecommunication services;
satellite telecommunication services;
online access services;
online information provision services.

Line 48: Office supplies

Please report all office supplies purchased and used by your business unit for both manufacturing and non-manufacturing operations.

Line 49: Other service costs/expenses, not specified above

Include:

financial service fee expenses;
all other service expenses not elsewhere specified.

Line 50: Interest costs/expenses

Interest expenses should be reported as net of interest capitalized. Interest expenses should not be netted against interest revenue.

Include:

interest expenses related to all borrowing, including finance charges;
interest payments on capital leases;
any amortization of bond discounts.

Exclude:

dividends paid to term and retractable preferred shares;
debt issue expenses, including their amortization.

Line 51: All other costs and expenses (e.g., variance, bad debts, donations)

Report manufacturing costs and outflows of cash, payables, or other considerations that should be charged to either Cost of goods sold or Expenses and have not been specified in any other item above.

Include:

safety supplies;
cafeteria supplies;
materials, components and supplies for installation and construction that is not related to own-product;
all other supplies, materials and components not elsewhere specified;
variance;
bad debt;
charitable donations;
any item chargeable to Cost of goods sold or Expenses not elsewhere specified.

Exclude:

items related to expenditures in prior periods;
service expenses (line 49).

Line 52: Total purchases and/or costs

This should equal the sum of items reported in lines 26 through 51 in the Cost of goods sold column only (left column).

Line 60: Total expenses

This should equal the sum of items reported in lines 29 through 51 in the Expenses column only (right column).

B4 - Net profit / loss after tax and other items

Please use parentheses to indicate amounts representing a loss or a debit.

Line 61: Corporate income tax

Include:

federal corporate income taxes;
provincial/territorial corporate income taxes.

Line 62: Realized gains or losses on sales of assets and on foreign currency exchange

Gains and losses are increases and decreases to value from peripheral or incidental transactions and events affecting your business unit. Gains and/or losses realized/incurred from the disposition of assets are included in this category. These assets are of a capital nature such as investments, fixed assets (including resource property), foreign currency and intangible assets. The gains/losses represent the difference between the book value of the asset and the proceeds of disposition.

Exclude:

incidental costs (e.g., legal fees, commissions);
unrealized gains/losses;
income taxes applicable.

Line 63: Unrealized losses on asset revaluations, extraordinary and exceptional items

a) Unrealized gains or losses resulting from the adjustment of book values on the revaluation of assets that are not treated as extraordinary items are included in this item. Any gains or losses should be reported before the deduction of income taxes applicable.
b) Extraordinary and exceptional items comprise gains, losses and provision for losses which are not typical of the normal business activities of your business unit. In a business, the events giving rise to extraordinary gains/losses are not expected to occur regularly over a period of years and are not considered as recurring factors in ordinary business operations.

Include:

events and circumstances that do not depend primarily on decisions or determinations by management or owners;
intervention by government or other regulatory bodies such as expropriations of property;
natural disasters, such as floods or earthquakes;
losses resulting from fires or other catastrophes;
write-offs or write-downs of all assets other than inventory and accounts receivable;
write-offs of dry holes, abandoned and unproductive properties related to mining, petroleum and natural gas operations.

Exclude:

tax benefit of a loss carried forward;
gains/losses from discontinued operations;
- results of current operations should be reflected in appropriate revenue and expense items;
- recognition of future gains or losses;
- realized gains/losses.
unusual and exceptional items that do not meet the criteria set out in the definition of extraordinary gains/losses;
gains and losses on the disposal of investments, fixed assets and loans;
provisions for future liabilities for estimated costs that will be paid in the future;
realized gains/losses on sale of assets;
current period provision for losses with respect to bad debts and inventory;
amortization of deferred gains/losses on investments;
amortization of deferred charges and deferred debits.

Line 64: Other items

Gains and/or losses not specifically reported elsewhere should be reported here.

Include, for example:

gains or losses from oil and gas partnerships;
mining partnership joint venture income/losses;
subsidiary affiliate share income/losses;
joint venture income/losses;
partnership income/losses;
farming partnership or joint venture income/losses.

Line 65: Net profit/loss after tax and other items

Net profit/loss equals

Line 14 (total sales)

Plus: line 19 (total other revenue)

Less: line 59 (total cost of goods sold)

Less: line 60 (total expenses)

For the next 4 items, losses and debits have parenthesis, therefore are negative.

Plus: line 61 (corporate income tax)

Plus: line 62 (realized gains or losses)

Plus: line 63 (unrealized losses)

Plus: line 64 (other items)

This amount should equal Net profit or loss from your Income Statement.

C - First destination of sales

This section represents a breakdown of your total sales (reported in line 14), by first destination of sales. For physical sales to head offices, sales offices, wholesalers or other distributors, please report the first destination, i.e., the location at which the distributor received these goods. For overseas sales or transcontinental sales, please do not consider United States transit depots as destinations. If your total sales include the value of goods that were not physically shipped (e.g., book transfers), please treat these as within province/territory sales.

D - Sales of goods manufactured

This section represents a breakdown, by product, of the sum of total sales reported at lines 9a and 9b. Please report sales of goods for each product produced by your manufacturing operations. Exclude shipping charges by contract or common carrier if possible for each product class. Indicate the total value of sales (in thousands of Canadian dollars) for the products pre-printed in this section. Where quantity information is requested, please provide this information from your records or, if not recorded, provide your best estimate. If your accounting records do not allow you to provide sales of your reported commodities net of shipping charges, please report the total shipping charges paid to common or contract carriers at line 87.

Line 85: All other products of own manufacture sold

If you manufacture and sell products that are not included in the pre-printed list, please enter the product name and relevant values on the blank lines provided.

Line 86: Total sales of goods manufactured

This total should equal the sum of individual product sales included in this section, and should agree with the sum of lines 9a and 9b unless shipping charges, discounts, sales allowances, returned sales or excise taxes are included. If these charges are included, report them at line 87.

Line 87: Shipping charges by common or contract carriers, discounts, sales allowances and returned sales

Please report the total shipping charges paid to common or contract carriers, discounts, sales allowances and returned sales on this line if your accounting records did not allow you to exclude them from the sales of goods as reported above.

Line 88: Total sales of goods manufactured

This amount should equal the sum of the sales reported at lines 9a and 9b on page 3.

E - Purchases of raw materials and components to be used in manufacturing process

This section requests a breakdown, by product, of the total reported at line 26. Please report the cost of raw materials for each individual product used in manufacturing operations.

If you purchased raw materials that are not preprinted in this section, please enter the raw material name and relevant amounts at line 89.

Where quantity information is requested, please provide this information from your records or, if not recorded, provide your best estimate. In reporting the cost of the various items purchased, give the laid-down value at your business unit, (i.e., the amounts after discounts actually paid or payable).

If you are part of a multi-business unit firm and receive semi-processed goods as transfers from the other business units of your firm for further processing, please report these semi-processed goods here. The cost of such goods should be equivalent to the transfer value reported by the shipping unit plus any transportation and handling charges paid by your business unit to common or contract carriers.

Any fuel purchased as an input into the manufacturing process, as a feedstock or processing material (e.g., crude oil processed into gasoline), or for any other non-energy purpose, should be reported in this section. Do not include fuel used for energy purposes (e.g., for office or plant heating) - these energy items should be reported in Section G.

Line 89: All other raw materials and components purchased

If you purchased raw materials and components that are not included in the pre-printed list, please enter the description and relevant values on the blank lines provided.

F - Labour, salaries and wages (including commissions, if applicable) by location

General guidelines

This section requests a breakdown of total salaries, wages and commissions (as reported at line 29a) for all locations included in this survey. Amounts reported for salaries and wages should be gross, before any deductions from employees for income tax and employee contributions to health, accident, pension, insurance, or other benefits, all of which should be included. Please do this calculation separately for direct and indirect labour at each location. Do not include benefit contributions by the employer.

This section also asks for the average number of employees for each location included in the survey. 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). Please do this calculation separately for direct and indirect labour at each location.

Please report separately for each location (covered by your business unit). Please indicate if any locations were deleted. If you have added any locations, or if any locations were not preprinted, please provide the information on these. The section is designed to account for all personnel on the payroll of your business unit, including those working in ancillary units which form part of your business unit.

Employment at this location

Direct labour (manufacturing or logging)

Please report gross salaries and average number of workers.

Include employees engaged in:

manufacturing (processing and/or assembling);
logging and forestry support;
packing, handling, warehousing;
repair and maintenance, janitorial;
watchmen;
foremen doing work similar to their employees;
erection/installation by own business unit when an extension of your manufacturing operations.

Non-manufacturing/indirect (administrative and selling/operating)

Please report gross salaries and average number of workers. Do not include workers that are not on your payroll.

Include:

executives, administrators and office staff;
sales staff;
food service staff;
building construction and major renovation staff (when work is chargeable to fixed asset accounts);
machinery and equipment repair staff (when work is chargeable to fixed asset accounts).

G - Detailed information on energy and water costs or expenses

This section represents a detailed breakdown of line 34 (energy and water utility). Do not include any fuels used in motor vehicles (line 35). Please report information on all purchased energy, water utility expenses and electricity purchased by your business unit for energy purposes only, both in your manufacturing and non-manufacturing operations. Any fuel purchased to be used as an input into the manufacturing process as a feedstock or processing material or for any other non-energy purposes (e.g., a raw material for products such as chemicals, synthetic rubber and a variety of plastics) should not be reported here but rather in Section E. Answers to the detailed questions should cover amounts used by your business unit in all plant and office operations and any support units which are part of your business unit. Please include transportation, duties, etc. which form part of the laid-down cost at your business unit. Do not report fuel consumed as fuel purchased unless the amounts are substantially the same (or unless you can only report consumption).

Line 92: Electricity

Please report the delivered cost of purchased electricity.

Line 93: Gasoline

The cost of purchased gasoline includes that used for all plant operations. Please report fuel for motor vehicle use only at line 35.

Line 94: Light fuel oil

Please report the total value of purchased light fuel oil for this reporting period. Light fuel oil includes 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 and light industrial fuel.

Line 95: Heavy fuel oil

Please report the total value of purchased heavy fuel oil for this reporting period. Heavy fuel oil comprises all grades of residual type fuels for steam or diesel engines (non-vehicle use). It includes Bunker B and Bunker C, fuel oils no. 4, 5 and 6, and residual fuel oil.

Line 96: Diesel fuel

Please report the total value of purchased diesel fuel for the current reporting period (excluding fuel intended for motor vehicle use). Please report fuel for motor vehicle use only at line 35.

Line 97: Liquefied petroleum gas (e.g., propane, butane)

Please report the total value of purchased liquefied petroleum gases (LPG) for this reporting period. LPG’s comprise normally gaseous paraffinic compounds extracted from refinery gases. Please report fuel for motor vehicle use only at line 35.

Line 98: Natural gas

Please report the total value of purchased natural gas, which comprises a mix of hydrocarbon compounds and small quantities of various non-hydrocarbons existing in a gaseous phase. Please report fuel for motor vehicle use only at line 35.

Line 99: Coal

Please report the total value of purchased coal for this reporting period.

Line 100: All other energy types (e.g., steam, oxygen, hydrogen) (please specify major items)

Please report the total value of all other purchased energy types not specified elsewhere.

Line 101: Water utilities

Please report the total value of water utility costs. Note that in some municipalities, water utilities are included in the municipal tax bill. If this case applies to you, please enter the amount if it is itemized on your tax bill.

Line 102: Total energy and water costs or expenses

The sum of all purchased energy and water costs at lines 92 to 101 above.

Line 103: If total at line 102 is zero

If you are not able to report any individual items at lines 92 to 101 or a total at line 102, please indicate if the reason is because energy, electricity and water costs are included in your rent.

Lines 104 and 105: Did this business unit generate any energy used as a replacement for purchased energy?

(yes-no)

Please select yes if your business unit generated any energy (e.g., heat, electricity, steam) that you would otherwise have purchased externally.

If you selected yes, then please indicate which forms of energy you generated (check all that apply).

Unit of quantity conversion table
Imperial
	Abbreviation	Metric	Abbreviation
Barrel (35 gal. petroleum)	barrel	0.15899	m3
Board feet (logs), Thousand	M.ft.b.m.	4.53	m3
Board feet (Lumber), Thousand	M.Bd.Ft.	2.35974	m3
British Thermal Unit	BTU	1.05506	kj
Carat	ct.	0.2	g
Cord	cd.	2.40693	m3
Cubic foot	cu.ft.	0.02832	m3
Cubic yard	cu.yd.	0.76455	m3
Cunit (wood chips)	cunit	2.83168	m3
Foot	ft.	0.3048	m
Gallon	gal.	4.54609	l
Gallon (U.S.)	gal. (US)	3.78541	l
Hunderweight	cwt.	45.35924	kg
Ounce	oz.	28.34952	g
Pound	lb.	0.45359	kg
Roof Square	rf. sq.	9.2903	m2
Square foot	sq. ft.	0.0929	m2
Square yard	sq. yd.	0.83613	m2
Ton	ton	0.90718	tonne
Ton	ton	907.18474	kg
Yard	yd.	0.9144	M
Metric
Cubic metre	m3	1.30795	cu.yd.
Cubic metre	m3	0.41547	cd.
Cubic metre	m3	0.35315	cunit
Cubic metre	m3	0.22075	M.ft.b.m.
Cubic metre	m3	0.42378	M.Bd.Ft.
Gigajoule	gj	947817.1199	BTU
Gram	g	0.03527	oz.
Gram	g	5	ct
Joule	j	0.00095	BTU
Kilogram	kg	2.20462	lb.
Litre	l	0.21997	gal.
Metre	m	1.09361	yd.
Metre	m	3.28084	ft.
Metric tonne	tonne (short)	1.10231	ton
Metric tonne	tonne	2204.62262	lb.
Square metre	m2	1.19599	sq.yd.
Square metre	m2	0.10764	rf.sq

How can I obtain data from Statistics Canada?

Inquiry service

Ask about our most recent data by:

telephone: 1-800-263-1136
telecommunications device for the hearing impaired: 1-800-363-7629
fax: 1-877-287-4369
e-mail: infostats@statcan.gc.ca
website: www.statcan.gc.ca

Data from the Annual Survey of Manufactures and Logging

Marketing and Dissemination
Telephone: 613-951-9497
Toll Free: 1-866-873-8789
E-mail address: manufact@statcan.gc.ca

PLEASE REMEMBER TO SIGN YOUR NAME AT THE END OF THE QUESTIONNAIRE

For further information and assistance

Remember, if you are experiencing difficulty in completing the survey or if you are not sure about how to respond to a specific question, please call us at 1-800-972-9692 and someone will be happy to assist you.

Please keep a copy of this questionnaire accessible in case you receive an enquiry from our staff. It could also serve as a guide to completing next year’s survey, if necessary.

Thank you for your cooperation.
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Please retain a copy for your records.

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Date modified:: 2025-05-24

Table of contents

Purpose Of The Transition Home Survey

Section 1 — Facility Profile As Of Noon (date)

Facility:

Area:

Services:

Accessibility:

Male Youth:

Section 2 — Resident Profile As Of Noon On (date)

Characteristics:

Relationship to abuser:

Involvement of the criminal justice system in the most recent abusive situation:

Section 3 – Departures And Turn-aways: Midnight To Noon On (date)

Departures (Refer to Guidebook for definitions)

Turn-aways:

Section 4 — Services For Non-residents And Ex-residents

Section 5 — Annual Information

A. Reference Period: Please specify the 12-month period used in providing information for Section (format DD / MM / YYYY).

B. Adult Males:

C. Physical repairs or improvements:

Section 6 – Issues And Challenges

Interdepartmental Agreements

Questionnaire completed by:

Comments

Reporting Guide

Table of contents

Introduction

Characteristics

Index Formula

Revisions

Historical Data

For Further Reading

Table of contents

A – General information

Survey Purpose:

Data Sharing Agreements:

B – Reporting Instructions

C – Revisions:

D – Station Name:

E – Station Type:

F - Station Latitude and Longitude:

G – Standby Status:

I – Station Detail:

Thank you for your participation

Purpose of the Survey

Confidentiality

Data Sharing Agreements

Record Linkages

Reporting Instructions

Fax or Other Electronic Transmission Disclosure

Certification

Initial Identification

Purpose of this survey

Identifying specific respondent

Explanation and verification of Service

Price collection

Price #1

Price #2

Price #3

Price #4

Other Charges

Additional Information

Reporting Guide

Table of contents

Reporting Guide

Table of contents

Reporting Guide

Table of contents

Reporting Guide

Table of contents

A - Introduction

Coverage

Reporting instructions

Main business activity

Reporting period information

B - Income statement and production and cost report

B1 - Sales

B2 - Other revenue

B3 - Cost of goods sold and expenses

B4 - Net profit / loss after tax and other items