Canadian COVID-19 Antibody and Health Survey
COVID-19 Antibodies: Frequently asked questions

  • 1. What do the results mean?

    1. What do the results mean?

    DBS

    • Positive – you were likely exposed to the COVID-19 virus or received the vaccine, and your body made antibodies against the virus.
    • Negative – antibodies against the COVID-19 virus were not found in your blood.
    • Inconclusive – your test result does not tell us if you have or do not have antibodies against the COVID-19 virus. This may be due to a problem with the test.

    PCR-Saliva test

    Positive – RNA specific to the SARS-CoV-2 virus that causes COVID-19 infection was detected in your saliva specimen.

    Negative – RNA specific to the SARS-CoV-2 virus that causes COVID-19 infection was not detected in your saliva specimen.

    Inconclusive – Your test result does not tell us if you have or do not have RNA specific to the SARS-CoV-2 virus that causes COVID-19 infection in your saliva specimen. This may be due to a problem with the test.

    If you have questions about the results of your test(s), please speak with your health care provider.

  • 2. If my COVID-19 antibody and/or PCR-saliva result is positive, do I need to do anything?

    2. If my COVID-19 antibody and/or PCR-saliva result is positive, do I need to do anything?

    DBS

    No, you don't need to do anything. A positive result tells you about an infection that happened in the past or that you received the vaccine. It does not mean you are currently infected. Please continue to follow public health measures.

    PCR Saliva Test

    A positive result tells you about an active COVID-19 infection at the time you provided your saliva specimen. Even if you tested negative for the SARS-CoV-2 virus that causes COVID-19 infection, you should still follow all recommendations from Public Health on how to keep yourself and others safe.

  • 3. How accurate is the DBS test?

    3. How accurate is the DBS test?

    From our experience with the tests so far, positive results are correct approximately 95% of the time. Negative results are correct approximately 99% of the time. No laboratory test is perfect.

  • 4. What is the benefit of having antibodies to COVID-19?

    4. What is the benefit of having antibodies to COVID-19?

    At this time, there are known benefits to having antibodies to the COVID-19 virus, but experts are not sure how long the antibodies last or if they offer protection against future COVID-19 infections. More research is being done around the world, including in Canada, to try to answer these questions

  • 5. If I have antibodies can I get COVID-19 again?

    5. If I have antibodies can I get COVID-19 again?

    We don't know yet. For some infections, having antibodies protects people from getting the infection again. For other infections, it doesn't. More research is being done around the world to try to answer these questions.

  • 6. Why do some people have a positive DBS test and others have a negative DBS test?

    6. Why do some people have a positive DBS test and others have a negative DBS test?

    Some people may be more likely to get infected than others. This may depend on the amount of virus they were exposed to. People who become infected may make different amounts of antibodies. If a person only makes a very small amount of antibodies, the test may not be able to measure it. Whether a person who gets infected shows symptoms or not depends on age, underlying health conditions, and other factors that we are still learning about.

  • 7. What does it mean if I tested positive for COVID-19 from the saliva PCR test but my antibody test is negative?

    7. What does it mean if I tested positive for COVID-19 from the saliva PCR test but my antibody test is negative?

    Different people produce different amounts of antibodies. If you had a positive result from the saliva PCR test but a negative antibody test now, this may be because you did not produce a lot of antibodies to the infection. This does not mean that your saliva PCR test result was wrong.

  • 8. What does it mean if I tested negative from the saliva PCR test but my antibody test is positive?

    8. What does it mean if I tested negative from the saliva PCR test but my antibody test is positive?

    The saliva PCR test may have been done when the virus was not present in your saliva, so the virus was not detected. A positive antibody test result shows that you were exposed to the virus or received the vaccine, and your body made antibodies. It does not tell you about how the virus has affected you.

  • 9. What should I do if I have questions about my test results?

    9. What should I do if I have questions about my test results?

    If you have any questions or concerns about your test results, we recommend you talk to your health care provider.

  • 10. Do I still need to get vaccinated even if my results show I tested positive for COVID-19 antibodies?

    10. Do I still need to get vaccinated even if my results show I tested positive for COVID-19 antibodies?

    Yes. Those who have tested positive for COVID-19 antibodies should still be vaccinated. At this time, experts do not know how long someone might be protected from getting sick again after recovering from COVID-19.

  • 11. I received my vaccine but received a negative antibody result. What does this mean?

    11. I received my vaccine but received a negative antibody result. What does this mean?

    This could mean that you received your vaccine after you performed the dried blood spot test, or you performed the test soon after receiving the vaccine which didn't allow your body enough time to produce a sufficient amount of antibodies to be detected in the test. These are two possibilities, among others.

  • 12. Where can I find more information on the Canadian COVID-19 Antibody and Health Survey (CCAHS)?

    11. Where can I find more information on the Canadian COVID-19 Antibody and Health Survey (CCAHS)?

    For more information on the CCAHS, please visit our website at Canadian COVID-19 Antibody and Health Survey (CCAHS).

  • 13. Can participants withdraw their consent to the storage of their biospecimens in the Biobank?

    13. Can participants withdraw their consent to the storage of their biospecimens in the Biobank?

    Yes. During sample collection, participants are asked whether they consent to the storage of their samples. At any time, during or after sample submission, participants can ask to have their samples removed from storage and destroyed by calling 1-888-253-1087, or by email to statcan.biobankinfo-infobiobanque.statcan@statcan.gc.ca

  • 14. What kind of analyses are performed on samples stored at the Biobank?

    14. What kind of analyses are performed on samples stored at the Biobank?

    Samples stored at the Statistics Canada Biobank are used in health studies. Health studies include:

    • Research looking for past exposures to new environmental contaminants
    • New ways to monitor human nutrition
    • Past prevalence of infectious diseases, discovery, and validation of new biomarkers to diagnose diseases
    • Genetic research to assess the health status and susceptibility of Canadians to diseases, infections, or exposures to environmental contaminants.
  • 15. Will my dried blood spot and saliva samples be used in genetic testing?

    15. Will my dried blood spot and saliva samples be used in genetic testing?

    Yes, it is possible that your sample will used for genetic testing. Genetic testing could include genome wide association studies, or genotyping.

    Two Biobank projects have used genetic information from Biobank samples to link genetic data to health status outcomes. The first project, completed by the Public Health Agency of Canada, looked at how differences in the genetic code between Canadians could influence how those Canadians absorbed nutrients. The second project, in progress at McGill University, is looking at how differences in the genetic code influence health outcomes after exposure to environmental contaminants and metals.

    At no point will Statistics Canada release your genome to the public. Statistics Canada, or any other Federal Department, which abides by Canada's Privacy Act, would never allow your DNA to be used in this way.

    It is possible to withdraw consent for genetic testing specifically while keeping your samples in the Statistics Canada Biobank for other projects. A participant can withdraw consent at any time by using the contact information found here: Biobank participants.

  • 16. How long will you keep my samples?

    16. How long will you keep my samples?

    Samples are stored in the Statistics Canada Biobank until they are no longer scientifically viable. Samples are removed when they are used for an approved research project or when a participant requests that their samples be removed and destroyed.

  • 17. Where can I get more information about the Biobank?

    17. Where can I get more information about the Biobank?

    Additional information such as the descriptions of approved Biobank studies are posted on the Biobank webpage. You can also access the website by entering 'Statistics Canada Biobank' in your preferred search engine.

Date modified:

Backgrounder for the 2021 Census

Ottawa, April 6, 2021

Every five years, the Census of Population paints a portrait of Canada's changing mosaic. Now more than ever, trusted and reliable data, insights and analysis on socio-economic trends are important decision-making tools that governments, businesses, organizations and individuals rely on to understand where we came from, where we are, and where we are heading.

Like data from past censuses, information from the 2021 Census will be key to understand our communities and our country. This data will also be critical in the context of COVID-19. Information from the 2021 Census will provide important facts to help policy- and decision-makers assist communities, provinces, territories, and the country to recover from the pandemic.

In 2016, Canadians set a record overall response rate of 98.4% for the Census of Population. When collection for the next census begins in May 2021, Statistics Canada challenges Canadians to achieve nearly 100% participation once again.

Statistics Canada is striving for a contact-free approach, as every reasonable attempt will be made to collect the information without coming into contact with respondents. The safest way to respond to the census will be to do so online, or by completing it on paper or over the phone. In-person visits will take place only when other options (e.g., online, by phone) are not available.

The census questions have been translated into 25 other languages, including 13 Indigenous languages. Census collection staff are also available to assist in responding to questions.

Statistics Canada has a duty and a legal obligation to protect the rightful privacy of Canadians. Safeguarding Canadians' information and privacy guides our decisions and drives our work. We have rigorous processes in place to ensure personal information is kept private and confidential, and all information we collect is strictly protected. As part of our ongoing commitment to transparency, Statistics Canada publishes information in the Trust Centre section of our website on how we protect Canadians' privacy, as we provide them with the data they have come to rely on.

Statistics Canada has adapted to the COVID-19 pandemic. We have taken pro-active steps to ensure that the 2021 Census is conducted throughout the country in the best possible way. Procedures for the census have been redesigned to keep respondents and census employees are safe by limiting the amount of contact needed to participate in this important exercise.

Census enumerators, while working from home, will seek to contact respondents by phone to encourage them to complete the census online, on paper or by phone. In rare situations where in-person follow up is needed, the enumerator will wear masks, use hand sanitizer, observe physical distancing and abide by health authority guidelines. Statistics Canada is aware that COVID-19 may have an impact on the way Canadians answer some of the census questions, and has been developing helpful guidelines to assist them in responding to these specific questions.

Recruitment for the 2021 Census is going well. Statistics Canada is still hiring locally in all communities across Canada to ensure we have a robust workforce. Those interested in taking part in this vital national exercise can apply on the 2021 Census website.

Canadians are invited to find out more information on the census by visiting our 2021 Census website which provide a full suite of information. Visitors will have the opportunity to review Painting a Portrait of Canada: The 2021 Census of Population. This comprehensive document outlines Statistics Canada's planned approach to the 2021 Census of Population, including historical, legal, operational and content aspects.

As well, as of May 3, 2021, Canadians can call a Census Help Line 1-855-340-2021 for assistance in completing the census.

Decisions on the 2021 Census have been made in collaboration with Canadians and for Canadians. The 2021 Census content was published in the Canada Gazette on July 18, 2020. The 2021 Census of Population questionnaire will have returning content from 2016 and previous censuses to allow for ongoing trend analysis, and it will include new questions to continue to measure Canada's growing diversity.

The following five fact sheets—and their enclosed topics—explain the new and updated content of the 2021 Census of Population questionnaire:

Associated links

Why do we conduct this survey?

This survey is conducted by Statistics Canada in order to collect the necessary information to support the Integrated Business Statistics Program (IBSP). This program combines various survey and administrative data to develop comprehensive measures of the Canadian economy.

The statistical information from the IBSP serves many purposes, including:

  • Obtaining information on the supply of and/or demand for energy in Canada
  • Enabling governmental agencies to fulfill their regulatory responsibilities in regards to public utilities
  • Enabling all levels of government to establish informed policies in the energy area
  • Assisting the business community in the corporate decision-making process.

Your information may also be used by Statistics Canada for other statistical and research purposes.

Your participation in this survey is required under the authority of the Statistics Act.

Other important information

Authorization to collect this information

Data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.

Confidentiality

By law, Statistics Canada is prohibited from releasing any information it collects that could identify any person, business, or organization, unless consent has been given by the respondent, or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes only.

Record linkages

To enhance the data from this survey and to reduce the reporting burden, Statistics Canada may combine the acquired data with information from other surveys or from administrative sources.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Québec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Yukon. The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

Chief Statistician of Canada
Statistics Canada
Attention of Director, Enterprise Statistics Division
150 Tunney's Pasture Driveway
Ottawa, Ontario
K1A 0T6

You may also contact us by email at statcan.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.ca or by fax at 613-951-6583.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, Northwest Territories and Nunavut as well as with the Ministère de l'énergie et des ressources naturelles du Québec, Alberta Energy, the British Columbia Ministry of Energy and Mines, the British Columbia Ministry of Natural Gas Development, the Canada Energy Regulator, Natural Resources Canada and Environment Canada.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Business or organization and contact information

1. Verify or provide the business or organization's legal and operating name and correct where needed.

Note: Legal name modifications should only be done to correct a spelling error or typo.

Legal Name

The legal name is one recognized by law, thus it is the name liable for pursuit or for debts incurred by the business or organization. In the case of a corporation, it is the legal name as fixed by its charter or the statute by which the corporation was created.

Modifications to the legal name should only be done to correct a spelling error or typo.

To indicate a legal name of another legal entity you should instead indicate it in question 3 by selecting 'Not currently operational' and then choosing the applicable reason and providing the legal name of this other entity along with any other requested information.

Operating Name

The operating name is a name the business or organization is commonly known as if different from its legal name. The operating name is synonymous with trade name.

  • Legal name
  • Operating name (if applicable)

2. Verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.

Note: The designated contact person is the person who should receive this questionnaire. The designated contact person may not always be the one who actually completes the questionnaire.

  • First name
  • Last name
  • Title
  • Preferred language of communication
    • English
    • French
  • Mailing address (number and street)
  • City
  • Province, territory or state
  • Postal code or ZIP code
  • Country
    • Canada
    • United States
  • Email address
  • Telephone number (including area code)
  • Extension number (if applicable)
  • The maximum number of characters is 10.
  • Fax number (including area code)

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

  • Operational
  • Not currently operational (e.g., temporarily or permanently closed, change of ownership)
    Why is this business or organization not currently operational?
    • Seasonal operations
      • When did this business or organization close for the season?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
    • Ceased operations
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?
        • Bankruptcy
        • Liquidation
        • Dissolution
        • Other
      • Specify the other reasons why the operations ceased
    • Sold operations
      • When was this business or organization sold?
        • Date
      • What is the legal name of the buyer?
    • Amalgamated with other businesses or organizations
      • When did this business or organization amalgamate?
        • Date
      • What is the legal name of the resulting or continuing business or organization?
      • What are the legal names of the other amalgamated businesses or organizations?
    • Temporarily inactive but will re-open
      • When did this business or organization become temporarily inactive?
        • Date
      • When does this business or organization expect to resume operations?
        • Date
      • Why is this business or organization temporarily inactive?
    • No longer operating due to other reasons
      • When did this business or organization cease operations?
        • Date
      • Why did this business or organization cease operations?

4. Verify or provide the current main activity of the business or organization identified by the legal and operating name above.

Note: The described activity was assigned using the North American Industry Classification System (NAICS).

This question verifies the business or organization's current main activity as classified by the North American Industry Classification System (NAICS). The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS , are suitable for the analysis of production-related issues such as industrial performance.

The target entity for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.

The associated NAICS should reflect those activities conducted by the business or organizational units targeted by this questionnaire only, as identified in the 'Answering this questionnaire' section and which can be identified by the specified legal and operating name. The main activity is the activity which most defines the targeted business or organization's main purpose or reason for existence. For a business or organization that is for-profit, it is normally the activity that generates the majority of the revenue for the entity.

The NAICS classification contains a limited number of activity classifications; the associated classification might be applicable for this business or organization even if it is not exactly how you would describe this business or organization's main activity.

Please note that any modifications to the main activity through your response to this question might not necessarily be reflected prior to the transmitting of subsequent questionnaires and as a result they may not contain this updated information.

The following is the detailed description including any applicable examples or exclusions for the classification currently associated with this business or organization.

Description and examples

  • This is the current main activity
    • Provide a brief but precise description of this business or organization's main activity
    • e.g., breakfast cereal manufacturing, shoe store, software development
  • This is not the current main activity

Main activity

5. You indicated that is not the current main activity.

Was this business or organization's main activity ever classified as: ?

  • Yes
    • When did the main activity change?
    • Date
  • No

6. Search and select the industry classification code that best corresponds to this business or organization's main activity.

Select this business or organization's activity sector (optional)

  • Farming or logging operation
  • Construction company or general contractor
  • Manufacturer
  • Wholesaler
  • Retailer
  • Provider of passenger or freight transportation
  • Provider of investment, savings or insurance products
  • Real estate agency, real estate brokerage or leasing company
  • Provider of professional, scientific or technical services
  • Provider of health care or social services
  • Restaurant, bar, hotel, motel or other lodging establishment
  • Other sector

7. You have indicated that the current main activity of this business or organization is:

Main activity

Are there any other activities that contribute significantly (at least 10%) to this business or organization's revenue?

  • Yes, there are other activities
    • Provide a brief but precise description of this business or organization's secondary activity
    • e.g., breakfast cereal manufacturing, shoe store, software development
  • No, that is the only significant activity

8. Approximately what percentage of this business or organization's revenue is generated by each of the following activities?

When precise figures are not available, provide your best estimates.

Approximately what percentage of this business or organization's revenue is generated by each of the following activities?
  Percentage of revenue
Main activity  
Secondary activity  
All other activities  
Total percentage  

Method of collection

1. Indicate whether you will be answering the remaining questions or attaching files with the required information.

  • Answering the remaining questions
  • Attaching files

Attach files

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

To attach files

  • Press the Attach files button.
  • Choose the file to attach. Multiple files can be attached.

Note:

  • Each file must not exceed 5 MB .
  • All attachments combined must not exceed 50 MB .
  • The name and size of each file attached will be displayed on the page.

Accounting Standards and Methods

1. What accounting standard is used for this report?

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

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

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

North American Industry Classification System

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

Select all that apply.

Oil and gas extraction (except oil sands)

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

Oil sands extraction

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

Oil and Gas Extraction (except oil sands)

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

Oil Sands Extraction

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

Revenues and expenses, deductions and net income

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

Gross revenues

a. Sales

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

b. Other production revenue

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

c. Other non-production revenue

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

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

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

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

Select all that apply.

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

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

Only include revenue associated to the oil and gas industry

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

Other production revenue

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

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

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

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

Select all that apply.

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

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

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

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

Other non-production revenue

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

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

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

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

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

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

Expenses, deductions and net income

a. Royalties and Similar Payments

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

b. Operating expenditures

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

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

Exclude any non-cash charges and royalties.

c. Salaries, wages and benefits

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

d. Other operating expenditures

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

e. Interest expense

Include interest paid on bank loans, bonds, etc.

f. Federal income tax

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

g. Provincial income tax

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

h. Deferred income tax

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

i. Exploration and development charged to current operations

Include exploration and development expenses charged to current operations.

j. Amortization and depreciation expense

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

k. Depletion

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

l. Write-offs and amortization of deferred charges

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

m. Other non-cash expenses and deductions

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

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

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

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

10. How many employees did this business have?

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

Number of employees

Balance Sheet

11. What were this business's upstream assets?

Balance sheet

a. Total current assets

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

b. Net capital assets

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

c. Other assets

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

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

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

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

Balance sheet

a. Current liabilities

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

b. Long-term debt

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

c. Other liabilities

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

d. Equity

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

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

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

Abandonment and reclamation costs

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

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

  • Yes
  • No

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

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

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

Abandonment and Reclamation

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

CAN$ '000

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

Select all that apply.

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

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

Abandonment and Reclamation

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

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

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

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

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

Select all that apply.

Capital expenditures for crude oil in situ, mining or upgraders

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

In situ:

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

Mining:

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

Upgraders:

Upgraders convert heavy bitumen into lighter crude oil.

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

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

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

Select all that apply.

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

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

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

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

Capital expenditures for crude oil in situ, mining or upgraders

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

Include all fees associated with using land agents.

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

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

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

Capital expenditures for crude oil in situ, mining or upgraders

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

Include all fees associated with using land agents.

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

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

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

Capital expenditures for crude oil in situ, mining or upgraders

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

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

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

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

Capital expenditures for crude oil in situ, mining or upgraders

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

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

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

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

Include overburden removal.

Capital expenditures for crude oil in situ, mining or upgraders

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

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

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

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

Exclude operating expenditures and royalties.

Capital expenditures for crude oil in situ, mining or upgraders

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

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

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

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

Exclude operating expenditures and royalties.

Capital expenditures for crude oil in situ, mining or upgraders

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

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

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

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

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

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

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

27. What operating expenses did this business have?

Select all that apply.

Operating expenditures for crude oil in situ, mining or upgraders

Field, well or plant expenditures

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

Taxes

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

Fuel and purchased electricity

Include costs for fuel and electricity for all sites.

Water handling and disposal

Include all costs pertaining to water handling and disposal.

Operating overhead

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

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

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

Operating expenditures for crude oil in situ, mining or upgraders

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

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

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

Exclude income taxes and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

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

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

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

Operating expenditures for crude oil in situ, mining or upgraders

Include costs for fuel and electricity for all sites.

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

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

Exclude operating expenditures and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

Include all costs pertaining to water handling and disposal.

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

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

Exclude operating expenditures and royalties.

Operating expenditures for crude oil in situ, mining or upgraders

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

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

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

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

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

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

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

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

Select all that apply.

Operating expenditures by provincial and/or territorial jurisdictions

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

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

Did not incur operating expenses within Canada

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

Operating expenditures by provincial and/or territorial jurisdictions

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

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

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

Operating expenditures by provincial and/or territorial jurisdictions

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

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

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

Exclude income tax and royalties.

Operating expenditures by provincial and/or territorial jurisdictions

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

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

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

Operating expenditures by provincial and/or territorial jurisdictions

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

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

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

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

Select all that apply.

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

Did not incur capital expenditures within Canada

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

Include overhead.

Upstream exploration expenditures by provincial and/or territorial jurisdictions

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

Include all fees associated with using land agents.

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

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

Upstream exploration expenditures by provincial and/or territorial jurisdictions

Purchases from companies that are engaged primarily in petroleum activities.

Include all fees associated with using land agents.

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

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

Upstream exploration expenditures by provincial and/or territorial jurisdictions

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

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

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

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

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

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

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

Upstream development expenditures by provincial and/or territorial jurisdictions

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

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

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

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

Upstream development expenditures by provincial and/or territorial jurisdictions

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

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

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

Upstream production expenditures by provincial and/or territorial jurisdictions

Production facilities

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

Non-production facilities

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

Drilling rigs and supply boats

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

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

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

Upstream production expenditures by provincial and/or territorial jurisdictions

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

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

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

Upstream production expenditures by provincial and/or territorial jurisdictions

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

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

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

Upstream overhead expenditures by provincial and/or territorial jurisdictions

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

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

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

Upstream overhead expenditures by provincial and/or territorial jurisdictions

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

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

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

Upstream overhead expenditures by provincial and/or territorial jurisdictions

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

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

Changes or events

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

Select all that apply.

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

Contact person

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

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

  • Yes
  • No

Who is the best person to contact about this questionnaire?

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

Feedback

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

Include the time spent gathering the necessary information.

  • Hours:
  • Minutes:

2. Do you have any comments about this questionnaire?

Data Liberation Initiative (DLI) – Membership Agreement

Data Liberation Initiative (DLI) – Membership Agreement (PDF, 232.41 KB)

Between Statistics Canada and (Institution Name)

  • Name of Academic Institution
  • Address
  • Institution's IP Range and/or Proxy Range
  • DLI Subscription Start Date

Licence Administrator:

  • Name
  • Title
  • Phone number
  • Email address

DLI Contact:

  • Name
  • Title
  • Phone number
  • Email address

DLI Contact's Alternate:

  • Name
  • Title
  • Phone number
  • Email address

Terms and Conditions

I, the undersigned, do certify that my educational institution is an accredited Canadian post-secondary educational institution, has committed to be a financially contributing member of the Data Liberation Initiative (DLI), and that I am authorized to bind my educational institution by my signature below.

I understand that:

  1. Via the Data Liberation Initiative (DLI), Statistics Canada will offer my educational institution timely access, on a subscription basis, to standard Statistics Canada data products, such as public use microdata files (non-identifiable datasets containing characteristics pertaining to surveyed units). Statistics Canada will continue to offer support and training in relation to the Data Liberation Initiative (DLI) collection.
  2. My educational institution will be invoiced by Statistics Canada once a year, during the second quarter (April-June) for participation in the DLI program, and payment shall be remitted within thirty (30) days of receipt of invoice. As part of the DLI governance, subscription fees are reviewed at each DLI External Advisory Committee (EAC) meetings. The following methods of payment are accepted; Cheque / Money Order (non-federal clients); Credit Card (MasterCard), (Visa) or (American Express) (non-federal clients); Federal Government of Canada Interdepartmental Settlement (federal clients); Direct Deposit (non-federal clients).
  3. This agreement shall remain in effect until it is terminated by either party after giving one year’s notice.
  4. Should my educational institution choose to withdraw from this agreement or not respect its financial commitment to DLI as per clause 2, this agreement will be terminated.
  5. Any repeated or unremedied violations of this agreement may result in the termination of this agreement by either party upon written notice to the other party.
  6. Authorized users shall be made aware, by my educational institution, of the conditions of use of the data by being provided with the appropriate licences.
  7. The majority of our standard and custom products including PUMFs are disseminated under the terms and conditions of the Statistics Canada Open Licence agreement. For any questions regarding the Open Licence visit: Statistics Canada Open Licence - Frequently Asked Questions (FAQ).
  8. Non-Statistics Canada data products in the DLI collection are subject to separate licence agreements: see Sections 2 and 4.

Affirmation

I acknowledge that I have read and understand the terms and conditions under which the data products are supplied. I agree to abide by these conditions and to take all reasonable measures required to enforce and administer them within my institution.

  • Licence Administrator (please print)
  • Signature
  • Date
  • DLI Contact (please print)
  • Signature
  • Date

Statistics Canada: Final Approval

  • Signature
  • Date

Approved by: Chief, Data Access Division

DLI Survival Guide

 

Survival Guide (PDF, 384.25 KB)

  • Overview

    Overview

    About the program

    The Data Liberation Initiative (DLI) is a partnership between postsecondary institutions and Statistics Canada with the goal of improving access to data resources. The DLI is a program within Statistics Canada's continuum of microdata access services. Over the years, the focus of the DLI has evolved from purchasing access to major Statistics Canada datasets to providing the training services and continuous support required for the proper understanding and use of an expanding data collection. For more information, including on the benefits of DLI membership and the history of the program, please visit the DLI website.

    Role of the DLI contact

    As the DLI contact for your institution (a role shared by a network of contacts across Canada), you play an essential part in promoting access to Canadian data resources.

    DLI contacts generally provide assistance in finding, accessing and analyzing Statistics Canada data and products. While contacts may not always be experts in statistical software and data analysis, they are able to refer users to others in their institution or to the DLI community (through the listserv) who can help answer technical and methodological questions.

    DLI contacts have the following responsibilities:

    • User support: DLI contacts assist faculty members, staff and students with using Statistics Canada resources.
    • Licensing: DLI contacts ensure that the conditions of use of the DLI licence agreements are being abided by at their institutions.
    • Membership renewal: DLI contacts ensure that the annual membership fees are paid.
    • Liaison: The DLI contact communicates with member institutions through their network of contacts. These communications involve licensing changes, updates to member services, and outreach and professional development sessions.
    • Access: DLI contacts ensure that the program has current institutional intellectual property (IP) ranges to maintain IP-based access to resources.
    • Governance: DLI contacts may be asked to vote for their Regional Training Coordinator (RTC) if more than one person volunteers for an open position.

    In addition to conducting a census every five years, Statistics Canada conducts a wide range of surveys on virtually all aspects of Canadian life. Statistics Canada makes data available to support research, industry and policy development. Understanding some basic data concepts will help inform what products are available through which access programs.

    Data terminology

    Aggregate data

    Information derived directly from statistical microdata files or statistical aggregate files. Unlike statistical microdata files, aggregate statistics do not record information at the level of individual units of observation. In other words, they are the result of grouping data at an aggregate or macro level (e.g., people in a specific age group, businesses or organizations in a particular industry, or households in a particular region).

    Microdata file

    A structured file containing information on individuals, businesses or organizations. A microdata file may come from a census of all units or from only a sample of units. In addition, the file may be the product of direct collection for statistical purposes, an administrative file where the statistical uses are not the primary purpose of the collection or a combination of the two.

    There are three types of microdata files:

    • Master files: For each survey conducted, a master file is constructed, which contains all responses from each respondent recorded in the format specified on the questionnaire. Access to master files is available only through the research data centres (RDC) by application.
    • Synthetic files: Continuing with the focus on offering new alternative access options, Statistics Canada is investing in researching methods for creating synthetic data. Synthetic data can take on a variety of forms and possess a range of quality characteristics, but the main goal is always to offer a microdata access option that poses little or no disclosure risk and—therefore—can be released to the general public.
    • Public use microdata files (PUMFs): PUMFs consist of sets of records that contain information on individuals or households (microdata). They are non-aggregated data that are modified carefully then reviewed to ensure that no individual or business is identified directly or indirectly.

    Documentation

    Statistics Canada releases supporting documentation along with its microdata files. This documentation is needed for the use and interpretation of microdata files and can include survey questionnaires, instructions to interviewers, codebooks, user guides, record layouts, data dictionaries, frequency files and cv tables, among others.

    Administrative data

    Administrative data are information collected by governments or private-sector organizations as part of their ongoing operations, for example, records of births and deaths, taxation records, records of the flow of goods and people across borders, and data collected by satellites. Like most other statistical agencies, Statistics Canada uses administrative data instead of or in addition to survey data and to support statistical operations.

    Data terminology resources

    • Statistics Canada's Definitions, data sources and methods: This information is provided to ensure an understanding of the basic concepts that define the data, including variables and classifications, the underlying statistical methods and surveys, and key aspects of the data quality. Direct access to questionnaires is also provided.
    • Statistics: Power from Data! glossary: These definitions provide information to those who have statistics-related questions but who do not require highly technical explanations.

    Continuum of microdata access

    Access to microdata is made available through a variety of dissemination channels.

    The following table outlines the dissemination channels available for aggregated data and microdata.

      Statistics Canada website Data Liberation Initiative Product sales and customized tabulations Real Time Remote Access (RTRA) program Research data centres
    Who can access General public Students, faculty members and staff of member postsecondary institutions Individual members of organizations Individual members of organizations, postsecondary students, governments with a membership Approved researchers (individual members of organizations, postsecondary students, governments)
    Conditions Statistics Canada Open Licence The majority of products fall under the Statistics Canada Open Licence. Access to products outside of the open licence is restricted to teaching, research and statistical purposes. Please refer to Application process and guidelines for more information. Purchase confirmation between Statistics Canada and individual members of an organization RTRA agreement and Statistics Canada open data licence Deemed Statistics Canada employee status
    Data available Electronic standard data products and publications Standard data products, public use microdata files, postal code data products, etc. Tables from confidential files that are specially processed by Statistics Canada for a fee. "Dummy" microdata files for various social survey and administrative datasets, which provide statistical table outputs. Confidential microdata files and administrative datasets
    Mode of access Available on the Internet
    • Electronic file transfer service
    Custom tabulation distributed to client Electronic file transfer service A secure research data centre

    Not all surveys and statistical programs produce data products. Many divisions do not create PUMFs, as these are costly to produce and must be vetted by the Microdata Release Committee (Statistics Canada's confidentiality control for microdata files). Some divisions create only standard tables that are available through the Statistics Canada website and charge retrieval fees for more in-depth requests (e.g., custom tabulations). Although the data may be freely available, cost recovery charges apply for the analyst's time.

    Governance

    External Advisory Committee

    The DLI is guided by its External Advisory Committee (EAC). The EAC meets biannually and is composed of representatives appointed from DLI member institutions, Statistics Canada and external organizations. For a current listing of DLI-EAC members, visit the Governance section of the DLI website.

    Professional Development Committee

    The DLI Professional Development Committee (PDC), which reports to the EAC, is responsible for the ongoing development of a data services curriculum for postsecondary staff who support the DLI at their institutions. The PDC consists of eight RTCs, one college representative, a chair and a DLI section representative. For a current listing of PDC members, visit the Governance section of the DLI website.

    Regional Training Coordinators

    Two RTCs for each of the four regions (Atlantic Canada, Quebec, Ontario and Western Canada) and one college representative sit on the DLI-PDC, and they are responsible for

    • identifying training needs within their region
    • communicating those needs to the PDC both for the purpose of budgeting for training and for coordinating national training activities
    • organizing local training events
    • developing their local region's training program.

    DLI contact

    Member institutions designate their DLI contact and alternate. The DLI contact is responsible for promoting and facilitating access to Statistics Canada resources and ensures that the DLI licence is followed. See the Manage your membership section below for more information on the DLI licence.

    Member institutions must have one DLI contact, but the selection of an alternate is optional. The DLI contact and alternate need to be familiar with the DLI and Statistics Canada resources to be able to assist users with their data-related questions. Additionally, it is advised that the DLI contact be familiar with the resources available on campus to assist users with data-related questions, such as the use of statistical software, in the event the DLI contact does not have those skill sets.

    See the User community for a list of contacts at each DLI member institution.

    Changing a DLI contact

    If your institution's DLI contact changes, please advise the Self-Serve Access section. The DLI contact's contact information should also be updated if the current DLI contact goes on extended leave (e.g., sabbatical, maternity leave). Please provide the date on which the change will be effective and the name of the new contact, as well as the person's position title, mailing address, email address, phone number and fax number.

  • Manage your membership

    Manage your membership

    When a DLI contact is identified, they are provided with access to DLI resources, including the electronic file transfer (EFT) service and the mailing list (dlilist).

    Electronic file transfer password

    The DLI EFT site is a repository used to disseminate the DLI collection. Users of the EFT are limited to an institution's DLI contact or alternate. The EFT requires that each user have their own unique user ID and password. When a new contact has been identified, the DLI unit sends the EFT account information via email. To request a password reset, contact the Self-Serve Access section.

    dlilist

    The DLI listserv is used by DLI contacts to get information on the DLI collection and data licences, as well as to provide feedback about Statistics Canada products and services.

    The dlilist is a subscription-based listserv, which means that only registered users can post and receive messages. Messages from the list are sent to all registered users by email.

    The listserv home page is available.

    If you are attempting to connect off campus, you will need to connect using a VPN.

    Subscribing and unsubscribing

    Disclaimer

    The dlilist is an opt-in listserv. By using this service, you agree that your email address and any communications will be made available to the other dlilist users. All communications will be archived in Statistics Canada's mailing list archive. The opinions expressed are those of the dlilist users and are not representative of Statistics Canada.

    Dlilist archives

    Messages from the dlilist are archived and kept in a protected, searchable archive that can be accessed by DLI contacts.

    2014 to present: dlilist archives.

    Membership renewal

    A DLI annual membership runs from April 1 to March 31 of the following year.DLI memberships are renewed on an annual basis between April and June each year.

    DLI contacts are responsible for making sure that the annual membership fees are paid. Some member institutions assign the paying of membership fees to a specific department in the library. Others have the invoicing fees sent to the DLI contact who coordinates payment internally. To change who the purchase confirmation and invoice should be directed to, contact the Invoicing section.

  • Learn

    Learn

    Training sessions

    Every year, the DLI conducts one training session in each of its four regions: Atlantic Canada, Quebec, Ontario and Western Canada. These multi-day sessions are open to anyone who provides services for the DLI. However, priority goes to primary DLI contacts and alternates. The DLI hosts a national training session approximately every four years (usually in conjunction with IASSIST being held in Canada). This is the opportunity for the entire DLI community to meet.

    RTCs are responsible for organizing the training in each of their regions with support from the DLI unit. Topics range from basic data service skills to advanced sessions that build on prior training. These training sessions allow DLI contacts to learn from one another and from Statistics Canada subject-matter experts.

    Travel subsidies

    Financial support for transportation to training is offered to each DLI contact or their representative to attend one training session per fiscal year. All travel requests must be approved by the DLI unit before being booked. If a contact or alternate gives a presentation at the training session, additional subsidies may be made available. For more information, visit the Governance section of the DLI website.

    Statistics Canada data literacy training initiative

    The data literacy training initiative provides a wealth of resources aimed at those who are new to data or those who have some experience with data but may need a refresher or want to expand their knowledge. The goal of this initiative is to provide learners with the basic concepts and skills related to a range of data literacy topics, including What is Data? An Introduction to Data Terminology and Concepts and Types of Data: Understanding and Exploring Data.

    Data Access Division (DAD) Newsletter

    The purpose of the DAD Newsletter is to inform subscribers and users of ongoing divisional initiatives. This includes providing updates on DLI projects and local data-related and modernization initiatives, as well as any updates on our other data access modes, such as RTRA and RDCs.

    Feedback, ideas and DLI submissions for future issues of the newsletter are welcome. Please send them to the Self-Serve Access section.

    Training Repository

    The DLI Training Repository contains workshop presentations from DLI training and from conferences. The DLI unit is responsible for uploading presentations and materials to the repository after each training session. These materials are available for anyone to view and download.

    For more information on the Training Repository, visit the repository web page. For more details about the history of the Training Repository, consult the presentation titled Creating a Repository of Training Materials: The Canadian Experience by Jane Fry from Carleton University (English only).

    Data Interest Group for Reference Services

    Hosted at the University of Alberta, Data Interest Group for Reference Services (DIGRS) content is based primarily on questions and answers from the DLI listserv from 2004 to the present. The content is presented in a user-friendly manner and information can be retrieved through keyword searches or by searching by date or category.

    Citing data

    The importance of citing data

    Bibliographic references are important when using the data or ideas of others in your written work. References credit your sources and allow your readers to find those sources. Additional information is available here: How to Cite Statistics Canada Products.

  • Access

    Access

    What is in the DLI collection?

    The DLI collection is composed primarily of standard products produced by Statistics Canada, including PUMFs, aggregated data tables and boundary files. Licensed collections include sample files from the Discharge Abstract Database (DAD) from the Canadian Institute for Health Information (CIHI), postal code data products from Canada Post and the Social Policy Simulation Database and Model (SPSD/M).

    Electronic file transfer site

    About the site

    The DLI EFT site is the data repository of the DLI collection. To ensure the absolute protection of data files, the EFT requires that each user have their own unique user ID and password.

    The EFT service supports a file transfer protocol (FTP) standard for sending and receiving files. DLI contacts will need an FTP application, such as WS_FTP or filezilla, to access the EFT site.

    Understanding the directory structure

    The DLI EFT collection contains five subdirectories, which are outlined in the table below. Some DLI contacts may not be able to view all of the directories if your institution has not signed the appropriate DLI licences (e.g., Postal Code Conversion File [PCCF] or SPSD/M).

    . Readme-Key_Lisezmoi-cle.xls lists all PUMFs by survey name, acronym and record number for easier searching of data files.

    . other-products_autres-produits.xls lists all aggregate data files by survey name, acronym and record number for easier searching of data files.

    Safe name Contents Licence
    MAD_PUMF_FMGD_DAM Survey public use microdata files and metadata, organized according to their survey record number, acronym and year Statistics Canada Open Licence Agreement
    MAD_DLI_IDD_DAM DLI annual reports, DLI training materials, CD-ROM data products, geography files, Census of Population and Census of Agriculture files, aggregate data files, and more Statistics Canada Open Licence Agreement
    MAD-PCCF_FCCP_DAM Postal Code Conversion File, Postal Code Conversion File Plus and Postal Codes by Federal Ridings File Section I – Postal Code OM Conversion File (PCCF) Access: PCCF Licence
    MAD_CIHI_ICIS_DAM Discharge Abstract Database from the Canadian Institute for Health Information Section III – Discharge Abstract Database (DAD) Analytic File Access – DAD Licence
    MAD_SPSDM_BDMSPS_DAM Social Policy Simulation Database and Model Section II – Social Policy Simulation Database and Model (SPSD/M) Access: SPSD/M Licence
    MAD_PUMF_FMGD_DAM

    Each year of a survey is usually contained in a separate subdirectory. The secondary level in the survey breaks down the information based on data (data) and documentation (doc). The readme file for the survey is also found at this level. The data folder contains a zipped file with the data. The data can take the form of microdata in ascii, SPSS, STATA or SAS format. The documentation folder includes the metadata, which is the information required to interpret and understand the microdata.

    For example:

    /MAD_PUMF_FMGD_DAM/Root/
    /3250_APS_EAPA
    /1991
    /2001
    /2001-Children
    /2006
    /age-06-14
    /age-15+
    /data
    /doc
    lisezeapa2006-age-15+.txt
    readaps2006-age-15+.txt
    /3251_PALS_EPLA

    With respect to the General Social Survey (GSS) folders, please consult the EFT key titled Readme-Key_Lisezmoi-clé.xls. A note of the GSS cycles (far right column) indicates the associated cycles.

    MAD_DLI_IDD_DAM
    Census folders

    Census folders are organized by census year. The way each census-year folder is organized varies from year to year. Generally, for the Census of Population, folders within a census year are organized either by data type (e.g., b2020, PUMF) or by topic (e.g., labour, income). For the Census of Agriculture, the way the folders are organized can vary by data type (e.g., Excel), geography (e.g., small area, agricultural region), or data and documentation. Sometimes the quickest way to find a census file is to email the DLI list asking where it is.

    Geography folder

    The geography folder is initially broken down by census year. The secondary level of breakdown identifies the type of information sought. For example, a user may be seeking reference maps, boundary files or a specific product. The readme once again becomes a critical tool for navigating the folder.

    Reports folder

    The reports folder contains materials of particular interest to DLI contacts, such as the EAC biannual report, DLI updates, and meeting minutes for both the EAC and PDC. In addition, users can find the images of the new DLI graphic identifier.

    Other-Autres folder (e.g., data tables, CD-ROM products)

    The other folder provides a listing of additional data products organized according to their survey record number or catalogue number and corresponding survey or product acronym. The DLI unit has begun using this naming convention to conserve server space and harmonize both official languages. In addition, users seeking clarity on the record numbers or acronyms are invited to use the Excel workbook housed in the folder (other-products_autres-produits.xls). The workbook functions are key for helping to explain the nomenclature. The CD-ROM products found in this folder are available in a zipped format for download. Occasionally, the user will be need to download the contents of the CD-ROM, unzip them and then burn them onto a CD-ROM (this will be noted in the file's readme). Many of the products have unusual proprietary structures and—as a result—must be run from a CD instead of being downloaded to a hard drive.

    MAD_CIHI_ICIS_DAM

    The CIHI safe contains sample files from the DAD. Data for 2009 onward are currently available in clearly labelled subfolders.

    MAD_PCCF_FCCP_DAM

    The PCCF safe is initially broken down by census year. The secondary level of breakdown identifies the postal code data product:

    • PCCF (folder: pccf-fccp)
    • Postal Codes by Federal Ridings File (folder: pcfrf-fcpcef)
    • Postal Code Conversion File Plus (folder: ppcf-fccp-plus)

    Within each subfolder, a readme file provides a product description and a summary of changes to the product (e.g., starting in June 2013, the PCCF is available only as a standard package for Canada [no longer available at the province level] and is updated and released annually [previously released semiannually]). The readme file also lists the title of the product (e.g., PCCF for August 2015), the release date (e.g., February 12, 2016), the frequency of release and the directory.

    MAD_SPSDM_BDMSPS_DAM

    In 2016, the DLI unit created the SPSD/M safe. Subfolders are labelled by version, each containing its own unique install files and instructions. Please consult the readme files housed within the folders for more information.

    File-naming convention

    Files located on the EFT site follow a similar naming convention. When the files are received from the author division, they are renamed to fit the DLI naming convention. Therefore, a file produced by the subject-matter division may differ from the file located on the DLI EFT site.

    Files are initially named according to the survey acronym followed by the year or cycle of the survey, then by type of document.

    Documents and their extensions

    If a file is updated or replaced by the subject-matter division, an additional extension will be added identifying the version number, for example,

    1. User Guide for the 2003 Household Internet Use Survey: hius2003gid.pdf
    2. Questionnaire for the 2009 Survey of Household Spending: shs2009que.pdf.

    readme files

    The readme file is a quick reference guide to the DLI EFT site. Once in a folder (e.g., survey, census, geography), the readme file provides a breakdown of the contents of the folder. This includes not only the file names, but also longer titles, which allows users to identify the file they are looking for. The readme file also includes the size and length of the data file for PUMFs to perform a quick verification that the file was transferred from the EFT to the user's computer successfully.

    Retrieving files from the EFT site

    Using specialized FTP software, access and log into the DLI EFT site. The hostname, userid and password are provided by the DLI unit.

    When you have located the files you wish to download, mark them and transfer them to your computer. Make sure to select the receiving folder on your computer before initiating the transaction.

    Another useful tip is to set the transfer mode based on the type of file you are transferring. A good idea is to set your default to auto so that the program selects the right transfer mode based on the file extension. As a general rule, all files should be downloaded in binary except for files with the following extensions: .txt, .sps, .sas and .dat.

    Once you have downloaded the data files, decompress (unzip) them as necessary. If the documentation is zipped, it will require unzipping.

    If you encounter any problems, please contact the Self-Serve Access section.

    Requesting data not found in the DLI collection

    If you identify a product that you think should be a part of the DLI collection, please submit your request on the dlilist.

    Secondary data distributors

    Computing in the Humanities and Social Sciences (CHASS)

    (institutional membership required)

    CHASS is a computing facility in the Faculty of Arts and Science at the University of Toronto. It offers a collection of social sciences and general interest databases (e.g., International Monetary Fund and World Bank tables) and two databases with Statistics Canada data: Canadian census – census profile data at various levels of geography back to 1961

    Microdata analysis and subsetting with survey documentation and analysis (SDA) on CHASS

    (institutional membership required)

    CANSIM on CHASS

    SDA @ CHASS is a set of programs for the documentation and web-based analysis of survey data. SDA also has procedures for creating customized subsets of datasets.

    Abacus Dataverse Network

    (institutional membership required)

    Abacus Dataverse Network is the research data repository of the British Columbia Research Libraries' data services—a collaboration involving the data libraries at Simon Fraser University, the University of British Columbia, the University of Northern British Columbia and the University of Victoria.

    Ontario Data Documentation, Extraction Service and Infrastructure Initiative (ODESI)

    (institutional membership required)

    ODESI is a digital repository for social science data, including DLI data and a range of public opinion polls. It is a web-based data exploration, extraction and analysis tool created by Scholars Portal—a service of the Ontario Council of University Libraries (OCUL)—and is available to authorized users from Ontario universities and subscribing institutions. ODESI metadata are openly available to the world.

    Scholars Portal Dataverse

    (institutional membership required)

    Scholars Portal Dataverse is a repository primarily for research data collected by researchers and organizations provided by Scholars Portal on behalf of OCUL and other participating institutions, although anyone is welcome to use it to deposit, share and archive data.

    Données statistiques et géographiques

    Données statistiques et géographiques was developed by the Quebec university libraries and enables access to DLI geographic products and aggregate data. Access to data is restricted to students, researchers and professors at participating universities.

    Open Data – Government of Canada

    Search open data that are relevant to Canadians, learn how to work with datasets and see what people have done with open data across the country.

    Canadian Century Research Infrastructure

    The Canadian Century Research Infrastructure (CCRI) is a pan-Canadian, multidisciplinary and multi-institutional effort to develop a set of interrelated databases centred on data from Canadian censuses from 1911 to 1951. The CCRI gateway website is hosted by the University of Alberta and provides access to microdata, as well as a geographical framework developed to enable the location, selection, aggregation and analysis of census and contextual data.

  • Glossary

    Glossary

    A

    Abacus
    Abacus Dataverse Network is the research data repository of the British Columbia Research Libraries' data services—a collaboration involving the data libraries at Simon Fraser University, the University of British Columbia, the University of Northern British Columbia and the University of Victoria.
    Administrative data
    Information collected by government or private-sector organizations as part of their ongoing operations.
    Aggregate data
    Statistics that are organized into a data structure and stored in a database or data file. The data structure is based on tabulations organized by time, geography or social content.

    C

    Canadian Century Research Infrastructure
    A pan-Canadian database centred on data from the Canadian census from 1911 to 1951.
    Canadian Institute for Health Information
    An independent, not-for-profit organization that provides essential information on Canada's health systems and the health of Canadians. The institute has shared access to sample files from the Discharge Abstract Database with the Data Liberation Initiative community.
    CCRI
    See Canadian Century Research Infrastructure.
    CHASS
    See Computing in the Humanities and Social Sciences.
    CIHI
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    D

    DAD
    See Discharge Abstract Database.
    Data
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    Data Access Division Newsletter
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    F

    FTP
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    M

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    National training sessions
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    O

    ODESI
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    PCCF
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    Q

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    R

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    S

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    T

    Training Repository
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    U

    User guide
    The user guide provides essential information to inform the use, analysis and interpretation of the microdata file.
Date modified:

Childhood National Immunization Coverage Survey: Response rates (%) by population group – adjusted to account for out-of-scope units – 2019

Response rates (%) for the Pregnant Women component - adjusted to account for out-of-scope units
Table summary
This table displays the results of Childhood National Immunization Coverage Survey response rates (%). The information is grouped by Age group (appearing as row headers), Collection sample, Respondents and Response rate (appearing as column headers).
Population group Collection sample Respondents Response rate (%)
Pregnant women 9,096 5,091 58.9
2 years old 897 476 54.4
7 years old 804 344 43.9
14 years old male 1,151 674 60.0
14 years old female 934 514 57.6
17 years old 1,124 590 54.0

Data Collection: 2015/2016 to 2019/2020

History and background

The Elementary–Secondary Education Survey (ESES) began in 2003 as a Statistics Canada pilot project known as the Elementary–Secondary Education Statistics Project (ESESP). The ESESP survey content originated from three tables that were originally part of a survey sent out each year to all provinces and territories by the British Columbia Ministry of Education. Following formal consultation with all provinces, territories and data users, Statistics Canada introduced seven new tables to collect additional data. The project's goals were to collect expenditures data for elementary and secondary public schools, and to replace several surveys that were collecting data on enrolments, graduates, and educators: the Elementary/Secondary School Enrolment Survey; the Secondary School Graduate Survey; and the Elementary–Secondary Education Staff Survey. Although the ESESP collected expenditure data, the Survey of Uniform Financial System – School Boards survey (SUFSB, record number 3119) remained active.

In January 2010, the ESESP was renamed the Elementary–Secondary Education Survey to symbolize the change from a pilot project to a Statistics Canada ongoing core survey. The main objectives of the collection tool remained: to produce relevant, comparable and timely statistics, and to reduce the respondent burden on educational organizations and school principals.

Statistics Canada maintains a close relationship with the Canadian Education Statistics Council (CESC), particularly its Strategic Management Committee (SMC), and seeks its ongoing advice and guidance on the survey. The CESC is a partnership between the Council of Ministers of Education, Canada (CMEC) and Statistics Canada. It was established in 1989 to improve the quality and comparability of Canadian education data and to provide information that can inform policy development in education. The CESC also produces two sets of education indicators, Education Indicators in Canada: Report of the Pan-Canadian Education Indicators Program (Statistics Canada catalogue number 81-582-X) and Education Indicators in Canada: An International Perspective (catalogue number 81-604-X), for policy makers, practitioners, and the public to monitor the performance of education systems, across jurisdictions and over time.

Changes in data collection

The ESES is an annual survey of administrative data that focuses primarily on public schools. It collects aggregate data from the provincial/territorial ministries or departments of education. Information on enrolments and graduates is reported by type of program and by age and sex, and enrolments are also reported by grade and sex. In addition, the ESES collects information pertaining to full- and part-time educators.

Private school data collection: In the summer of 2010, Statistics Canada conducted a jurisdictional review and was able to ascertain that data for enrolments by grade and by age, enrolments in official languages programs, and counts of graduates and educators could also be provided for private schools. Therefore, in January 2011, Statistics Canada began collecting private school data (2009/2010 reference period).

Home-schooling data collection: In the summer of 2011, Statistics Canada conducted another jurisdictional review and was able to ascertain that data for enrolments by grade and by age could also be provided for home-schooling. Therefore, in January 2012, Statistics Canada began collecting home-schooling data (2010/2011 reference period).

General definitions

In order to obtain consistent counts of students, graduates, educators, and expenditures across provinces and territories, it is important that respondents use common definitions.

Ministry/Department of Education: There is no federal department of education and no integrated national system of education in Canada. Ministries or departments of education in Canada's 10 provinces and 3 territories are responsible for the organization, delivery and assessment of education at the elementary and secondary levels.

School boards/districts: Local governance of education is usually entrusted to school boards, school districts, school divisions or district education councils/authorities (the terminology used varies by province/territory). The power delegated to these local authorities, whose members are typically appointed or elected by public ballot, is at the discretion of the provincial and territorial governments and generally consists of the operation and administration (including financial) of the group of schools within their board, district or division, curriculum implementation, responsibility for personnel, enrolment of students, and initiation of proposals for new construction or other major capital expenditures.

The tables explained: ESES financial data

Table 1, Expenditures: The information in the expenditures table (tab 1PubExpenditures) is collected primarily for use by the finance section at the Centre for Education Statistics, where the data form an input into the consolidated revenue and expenditure figures for public elementary–secondary education. The ESES financial data are compared with and validated against other sources of financial data such as provincial/territorial public accounts and school board financial statements.

School board/district expenditures: Include all expenditures (operating and capital) paid directly by district school boards.

Ministry/Department of Education expenditures: Include all expenditures (operating and capital) paid on behalf of district school boards by Ministries/Departments of Education or any other entities responsible for education.

Other provincial/territorial government or agency expenditures: Include all expenditures (operating and capital) incurred by other provincial/territorial departments or agencies such as Ministry of Finance, Ministry of Transport, etc. Do not include expenses paid on behalf of school districts by Ministries of Education.

Expenditures should be reported by fiscal year.

Include expenditures for programs in elementary and secondary public schools.

Do not include the following expenditures:

  • federal expenditures (e.g., schools operated by Indigenous Services Canada or National Defence, or federal programs such as Canadian Heritage official languages programs, Employment and Social Development Canada programs, Global Affairs Canada programs, and social [health and welfare] programs);
  • those for private schools;
  • those related to programs at the postsecondary level;
  • intra-sectoral transactions;
  • principal portion of debt repayments or bank loans;
  • recoveries of expenditures from specified purpose;
  • provision for vacation pay and similar employee benefit;
  • provision for bad debts and any other provisions;
  • reserves and other suspense accounts;
  • deficits and write-off to losses;
  • depreciation on capital expenditures (amortization charges);
  • debenture discount;
  • taxes remitted to other government sub-sectors (e.g., municipal taxes).

1.1 School boards and districts

Educator remuneration:

Row 1: Salaries, wages and allowances
Salaries and wages are the remuneration to educators for services rendered. Include teachers, school administrators, such as principals and vice-principals; and other professional non-teaching staff, such as guidance counselors and librarians as well as pedagogical support personnel.

Allowances are payments made in addition to salaries/wages to compensate for isolation, additional administrative duties or other responsibilities and other similar costs. Include sick leave payments, maternity leave, and other approved leave. Do not include ad hoc allowances for travel and accommodation (include in "Row 6: Other operating expenditures") and payments of superannuation or pension premiums on behalf of the educator.

Row 2: Fringe benefits – except employer contributions to the Canada and Quebec pension plans
Includes payment on behalf of the educator for Employment Insurance premiums, life insurance plans, health, dental and drug plans, vision care plans, workers' compensation plans, disability insurance plans, termination and early retirement gratuities, private use of institution's goods and services, employee discounts, professional fees related to professional development, payments to government work safety agencies, purchase and maintenance of clothing, moving fees, employee counseling services, union duties leave, annuity funds, paid recognition for years of service, paid holidays, trips, jury duty pay, employee parking lot fees, and board-sponsored recreation or paid memberships.

Educator pension plans:

Row 3: Employer contributions to Canada and Quebec pension plans
Includes all employer contributions to the Canada and Quebec pension plans.

Row 4: Contributions to other pension plans
Includes contributions to any other types of pension plans.

Row 5: Periodic contributions to rectify actuarial deficiencies
Adjustments made during the current year to ensure that the funds required are available, which are actuarial liability adjustments made to current service payments to reduce or eliminate the debt.

Other operating expenditures:

Row 6: Other operating expenditures
Include salary and non-salary costs related to business administration, instruction, educational services, food services, school facilities services, school transportation and any other expenditure related to the provision of services in the public school system. Do not include interest on debt services.

Row 7: Total operating expenditures
The sum of rows 1 to 6.

Capital expenditures:

Row 8: Capital expenditures
Include acquisitions of physical assets of a fixed or permanent nature with a useful life of more than one operating year. Include expenditures of an annual or cyclical nature for capital-lease and leasehold improvement (e.g., major repairs and upgrades to school and board buildings, new school and board furniture equipment and vehicles). Do not include expenditures for non-major repairs and maintenance designated as "plant operation" under "Row 6: Other operating expenditures".

Note that all capital expenditures must be reported with the historical cost in the year of the initial expenditure. If the capital expenditures are "amortized" during their useful life, they should be converted to the historical cost and reported to the year of the initial cost in order to insure the comparability of data between provinces and territories.

Row 9: Interest on debt services
Include the interest on loans and advances, bonds, debentures and mortgages, other debt charges such as bank service charges and other charges pertaining to the servicing of the public debt.

Row 10: Total capital expenditures
The sum of rows 8 and 9.

Row 11: Total expenditures - School boards and districts
The sum of rows 7 and 10.

1.2 Ministry of Education

Educator remuneration:

Row 12: Salaries/Wages and allowances
As defined under school district expenditures (see row 1).

Row 13: Fringe benefits – except employer contributions to pension plans
As defined under school district expenditures (see row 2).

Educator pension plans:

Row 14: Employer contributions to pension plans
As defined under school district expenditures (see row 3).

Row 15: Contributions to other pension plans
As defined under school district expenditures (see row 4).

Row 16: Periodic contributions to rectify actuarial deficiencies
As defined under school district expenditures (see row 5).

Other operating expenditures:

Row 17: Other operating expenditures
Include only Ministry/Department of Education expenses relating to direct financial support of school boards; e.g., milk programs or textbooks, or library, guidance and audio–visual expenses. Do not include any grants or contributions to schools boards or districts.

Row 18: General administration
Include only administration expenses directly incurred by the Ministry/Department of Education; e.g., expenses for the Minister's office, including his/her salary, human resources, administrative support and financial services. If any of these administration expenses are grouped together with those for postsecondary education, please indicate only those applicable to elementary and secondary education.

Row 19: Total operating expenditures
The sum of rows 12 to 18.

Capital expenditures:

Row 20: Capital expenditures
Include only Ministry/Department of Education capital expenditures relating to direct financial support of school boards. Do not include any grants or contributions to schools boards or schools districts.

Row 21: Interest on debt services
Include the interest on loans and advances, bonds, debentures and mortgages. Also include other debt charges such as bank service charges and other charges pertaining to the servicing of the public debt.

Row 22: Total capital expenditures
The sum of rows 20 and 21.

Row 23: Total expenditures – Ministry/Department of Education
The sum of rows 19 and 22.

1.3 Other provincial/territorial departments or agencies

Educator remuneration:

Row 24: Salaries, wages and allowances
As defined under school district expenditures (see row 1).

Row 25: Fringe benefits – except employer contributions to pension plans
As defined under school district expenditures (see row 2).

Educator pension plans:

Row 26: Employer contributions to pension plans
As defined under school district expenditures (see row 3).

Row 27: Contributions to other pension plans
As defined under school district expenditures (see row 4).

Row 28: Periodic contributions to rectify actuarial deficiencies
As defined under school district expenditures (see row 5).

Other operating expenditures:

Row 29: Other operating expenditures
Include only Other provincial/territorial government or agencies expenses relating to direct financial support of school boards. For example, provision of textbooks/school book bureaus, milk programs, guidance and audio-visual expenses. Do not include any grants or contributions to schools boards or schools districts, administration expenses (see row 17). Do not include any expenses from Ministry/Department of Education.

Row 30: Total operating expenditures
The sum of rows 24 to 29.

Capital expenditures:

Row 31: Capital expenditures
Include only "Other provincial/territorial governments or agencies" capital expenditures related to direct financial support of school boards. Do not include any grants or contributions to schools boards or schools districts. Do not include any expenses from Ministry/Department of Education.

Row 32: Interest on debt services
Include the interest on loans and advances, bonds, debentures and mortgages. Also include other debt charges such as bank service charges and other charges pertaining to the servicing of the public debt.

Row 33: Total capital expenditures
The sum of rows 31 and 32.

Row 34: Total expenditures - Other provincial/territorial departments or agencies
The sum of rows 30 and 33.

Total education expenditures:

Row 35: Total education expenditures
The sum of rows 11, 23 and 34.

The tables explained: ESES public, private and home-schooling data

The ESES is an annual survey of administrative data that focuses primarily on public schools. It also collects some information pertaining to private/independent schools, as well as home-schooling.

Public schools: Public schools are publicly funded elementary and secondary schools that are operated by school boards or the province or territory. They include all regular public schools as well as provincial reformatory or custodial schools, and other schools that are recognized and funded by the province or territory.

Private/Independent schools: Parents can choose to send their children to private/independent schools, which typically offer a curriculum similar to that provided by public schools, in a similarly structured way. Private/Independent schools encompass elementary and secondary schools that are operated, managed and administered by private individuals and/or groups (e.g., a church, a trade union or a business enterprise, or a foreign or international agency) or that have a governing board that exercises powers similar to those of a board of education and consists mostly of members not selected by a public agency.

The extent to which an institution receives funding from public or private sources does not determine its classification as a public or private school. Privately managed schools may be subject to some regulation or control by public authorities, but these institutions are nevertheless classified as private, provided that they are ultimately subject to private control. Public regulation may extend to areas such as curriculum, staffing appointments, admissions policies, and other matters.

The ESES does not distinguish between government-dependent private and independent private institutions.

Home-schooling: Home-schooling is an alternative method of learning that takes place outside the public or private/independent school environment. Parents choosing home-schooling have the primary responsibility of managing, delivering and supervising their children's courses and programs of learning. Although home-schooling students may be associated with a public or private/independent school, the enrolment counts for home-schooling should be reported separately.

Public school enrolment

Table 2A and Table 2B, Number of students, by type of program, grade and sex / age and sex
(tab 2APubEnrolGradeSex and tab 2BPubEnrolAgeSex)

Public school enrolment is the number of students (headcount) enrolled in publicly funded schools operated by school boards or the province/territory in September (or as close as possible thereafter) of the school year.

Include all students in regular publicly funded schools, provincial reformatory or custodial schools, and other students recognized and funded by a province or territory. Students in a specific elementary or secondary grade should be reported in the appropriate grade. If a student is not considered to be in a specific elementary or secondary grade because the student is taking different subjects at a number of levels, or if the grade of the student is not known, report the student in the category "grade not reported".

Include other, non-standard, enrolments such as those for students receiving educational services (if recognized by the province/territory) and for schools and/or school boards that receive funding in a unique manner. They may be non-graduates who are taking only a few courses required to complete graduation; for example, a student who is enrolled in only 25% of a "regular" course load and for whom the school or school district receives only 25% of the usual funding. Note: This category may not apply to some provinces or territories.

Do not include students enrolled in: programs or schools outside the regular system; home-schooling programs; private/independent schools; or schools that are financed by federal departments (e.g., Indigenous Services Canada or the Department of National Defence).

Table 2.1, Regular programs for youth

Report the number of students enrolled in general training programs geared toward and offered primarily to similarly-aged young people. Although the majority of enrolments in this category will likely be for school-aged children and youth, some adults may be enrolled.

Table 2.2, Full-time equivalent (FTE) rate – Regular programs for youth

The full-time equivalent (FTE) rate represents the fraction of time spent in a classroom and for which the students are funded. If the fraction is unknown, an estimate should be provided; for example, for junior kindergarten and kindergarten students taking a half-time program that is funded, the FTE enrolment would be the headcount enrolment divided by 2, which is 0.5. If a student is only taking a quarter of the usual course load and is funded on that basis, the FTE enrolment would be the headcount enrolment divided by 4, which is 0.25.

Note: For most jurisdictions, Grades 1 through 12 have an FTE of 1.0 as these grades are generally considered full time. FTEs of less than 1.0 are common for Junior kindergarten and Kindergarten.

Table 2.3, General programs for adults

Report the number of students enrolled in general programs geared toward and offered primarily to adults within the elementary–secondary system. Some students in the youth sector may be enrolled in order to follow programs of study labelled as "adult education".

Do not include students enrolled in programs offered at the postsecondary level, or by any institution other than a school board.

Table 2.4, Vocational programs for youth and adults

Vocational education is designed for students to acquire the practical skills, know-how and understanding necessary for employment in a particular occupation or trade or class of occupations or trades. Successful completion of these programs usually leads students to a relevant labour market vocational qualification recognized by the authorities in the province/territory in which it is obtained.

Vocational students must have at least 25% of their instructional time in a vocational or technical program.

Report the number of students enrolled in professional and technical training programs offered in public schools operated by school boards or the province/territory.

Do not include students enrolled in vocational programs offered at the postsecondary level, or by any institution other than a school board.

Private school enrolment

Table 2A and Table 2B, Number of students, by type of program, grade and sex / age and sex
(tab 2APrivEnrolGradeSex and tab 2BPrivEnrolAgeSex)

Private school enrolment is the number of students enrolled in private/independent schools in September (or as close as possible thereafter) of the school year.

Students in a specific elementary or secondary grade should be reported in the appropriate grade. If a student is not considered to be in a specific elementary or secondary grade because the student is taking different subjects at a number of levels, or if the grade of the student is not known, report the student in the category "grade not reported".

Do not include students enrolled in home-schooling programs, or in schools that are financed by federal departments (e.g., Indigenous Services Canada or the Department of National Defence).

Table 2.1, Regular programs for youth

Report the number of students enrolled in general training programs geared toward and offered primarily to similarly-aged young people. Although the majority of enrolments in this category will likely be for school-aged children and youth, some adults may be enrolled.

Table 2.2, Full-time equivalent (FTE) rate – Regular programs for youth

The full-time equivalent (FTE) rate represents the fraction of time spent in a classroom and for which the students are funded. If the fraction is unknown, an estimate should be provided; for example, for junior kindergarten and kindergarten students taking a half-time program that is funded, the FTE enrolment would be the headcount enrolment divided by 2, which is 0.5. If a student is only taking a quarter of the usual course load and is funded on that basis, the FTE enrolment would be the headcount enrolment divided by 4, which is 0.25.

Note: For most jurisdictions, Grades 1 through 12 have an FTE of 1.0 as these grades are generally considered full time. FTEs of less than 1.0 are common for Junior kindergarten and Kindergarten.

Table 2.3, General programs for adults

Report the number of students enrolled in general programs geared toward and offered primarily to adults within the elementary-secondary system. Some students in the youth sector may be enrolled in order to follow programs of study labelled as "adult education".

Do not include students enrolled in programs offered at the postsecondary level.

Table 2.4, Vocational programs for youth and adults

Vocational education is designed for students to acquire the practical skills, know-how and understanding necessary for employment in a particular occupation or trade or class of occupations or trades. Successful completion of these programs usually leads students to a relevant labour market vocational qualification recognized by the authorities in the province/territory in which it is obtained.

Vocational students must have at least 25% of their instructional time in a vocational or technical program.

Report the number of students enrolled in professional and technical training programs.

Do not include students enrolled in vocational programs offered at the postsecondary level.

Home-schooling enrolment

Table 2A and Table 2B, Number of students, by type of program, grade and sex / age and sex
(tab 2AHSEnrolGradeSex and tab 2BHSEnrolAgeSex)

Home-schooling enrolment is the number of students enrolled in home-schooling in September (or as close as possible thereafter) of the school year. These counts should be reported separately to capture this alternative method of learning that takes place outside the public or private school environment.

Table 2.1, Regular programs for youth

Report the number of students enrolled in general training programs geared toward and offered primarily to similarly-aged young people. Although the majority of enrolments in this category will likely be for school-aged children and youth, some adults may be enrolled.

Public and private schools, enrolments in official languages programs

Table 3, Number of students enrolled in official languages programs, by type of program, grade and sex
(tab 3PubEnrolOffLangGradeSex and tab 3PrivEnrolOffLangGradeSex)

Table 3.1, Regular second language programs (or core language programs)

Canada outside Quebec: Enrolments in programs where French is taught to students attending English schools, as a subject in the regular course offerings. Quebec: Enrolments in programs where English is taught to students attending French schools, as a subject in the regular course offerings.

Include students enrolled in core French (programme de base de français) - A second language program offered at various grade levels, in which French is studied as a subject. This also includes the extended core program where one or more additional subjects can also be taught in the student's second official language (French outside Quebec, English in Quebec).

Also include students enrolled in intensive/extended French (programme intensif de français) - An enrichment of the core French program that involves periods of intensive study and use of French, while the regular curriculum is "compressed" into the remainder of that school year. It is important to note that the French instruction is focused only on language acquisition.

Table 3.2, French immersion programs

Enrolments in programs where French is the language of instruction for students attending English schools.

Include students enrolled in French immersion (programme d'immersion en français) - A program in which French is the language of instruction for a significant part of the school day; that is, several or all subjects are taught in French, except for English language arts. Immersion is designed for students who want to develop a proficiency in French as a second language.

Do not include enrolments in intensive/extended French programs in Table 3.2; they should be reported in Table 3.1.

Table 3.3, Education programs in the minority official language

Enrolments in programs for students from the official language minority of each province or territory (French outside Quebec, English in Quebec). These programs allow children in the official language minority to pursue their education in their language.

Public schools, enrolments in Indigenous language programs

Table 4, Number of students enrolled in Indigenous language programs, by type of program and grade
(tab 4PubEnrolAborLangGrade)

Table 4.1, Indigenous language as a subject (Indigenous second language program or core Indigenous)

Enrolments in programs or courses where an Indigenous language is taught as a subject (as a part of the regular course offerings) to Indigenous and non-Indigenous students. One or more additional subjects can also be taught in an Indigenous language but may not exceed 25% of all instruction time. Include enrolments in elective courses where an Indigenous language is taught as a subject.

Table 4.2, Indigenous language immersion programs (Indigenous first language programs)

Enrolments in programs where all classroom instruction is taught in an Indigenous language to Indigenous and non-Indigenous students.

Public schools, number of students who self-identify as Indigenous

Table 5A and Table 5B, Number of students enrolled in public schools who self-identify as Indigenous, by type of program, Indigenous group, grade and sex / age and sex (tab 5APubIndGradeSex and tab 5BPubIndAgeSex).

Report the number of students enrolled in public schools who self-identify as belonging to one of the three Indigenous groups recognized by the Canadian Constitution: First Nations (North American Indian), Métis, and Inuit (Inuk). First Nations (North American Indian) includes both Status and Non-Status Indians.

If a student's Indigenous group appears to have changed from one school year to the next, record the enrolment in the most recent Indigenous group reported.

When more than one Indigenous group has been reported, the student should be counted in each appropriate group; however, the student must be counted only once in the totals.

Note: All students included in tabs 5A and 5B should be enrolled in off-reserve public schools (i.e., these students should already have been reported in the public school enrolments on tabs 2A and 2B).

Table 5.1, Regular programs for youth

Report the number of students who self-identify as Indigenous and are enrolled in general training programs geared toward and offered primarily to similarly-aged young people. Although the majority of enrolments in this category will likely be for school-aged children and youth, some adults may be enrolled.

Table 5.3, General programs for adults

Report the number of students who self-identify as Indigenous and are enrolled in general programs geared toward and offered primarily to adults within the elementary–secondary system. Some students in the youth sector may be enrolled in order to follow programs of study labelled as "adult education".

Do not include students enrolled in programs offered at the postsecondary level, or by any institution other than a school board.

Table 5.4, Vocational programs for youth and adults

Vocational education is designed for students to acquire the practical skills, know-how and understanding necessary for employment in a particular occupation or trade or class of occupations or trades. Successful completion of these programs usually leads students to a relevant labour market vocational qualification recognized by the authorities in the province/territory in which it is obtained.

Vocational students must have at least 25% of their instructional time in a vocational or technical program.

Report the number of students who self-identify as Indigenous and are enrolled in professional and technical training programs offered in public schools operated by school boards or the province/territory.

Do not include students enrolled in vocational programs offered at the postsecondary level, or by any institution other than a school board.

Public and private schools, number of secondary school graduates

Table 6, Number of graduates, by type of program, age and sex
(tab 6PubGradAgeSex and tab 6PrivGradAgeSex)

Graduates represent first-time graduates only. Count late graduates but do not count the same graduate twice.

Table 6.1, Regular programs for youth

Include first-time graduates from general programs geared toward and offered primarily to similarly-aged young people. Although the majority of these graduates will likely be typically school-aged youth, some adults may graduate from these programs.

Table 6.2, General programs for adults

Include first-time graduates from general programs geared toward and offered primarily to adult learners within the elementary–secondary school system. This may include some graduates from the youth sector who have pursued programs of study labelled as "adult education", as well as older graduates.

Do not include any graduates of programs offered at the postsecondary level or by any institution other than a school board.

Tables 6.3a & 6.3b, Vocational programs for youth and adults

Include first-time graduates from professional and technical training programs.

Do not include any graduates of vocational programs offered at the postsecondary level or by any institution other than a school board.

Public and private schools, number of educators

Table 7, Number of educators
(tab 7PubEducAgeSex and tab 7PrivEducAgeSex)

Two different counts are captured for educators:

  • the number of full-time and part-time educators (headcounts), by age group and sex (Table 7.1); and
  • the number of full-time equivalent (FTE) educators, by category and sex (Table 7.2).

In both cases, report the number of educators on September 30 (or as close as possible thereafter) of the school year. Educators is a broad category that comprises teachers, school administrators, and pedagogical support.

  • Teachers are personnel who provide direct instruction to students, either in a group or on a one-on-one basis. Include:
    • classroom teachers, special education teachers, and other specialists such as music or physical education teachers;
    • other teachers who work with a group, or groups, of students in a classroom, in small groups in a resource room, or one-on-one inside or outside a regular classroom;
    • chairpersons of departments or other administrators/managers who spend the majority of their time teaching; and
    • personnel temporarily not at work (e.g., for reasons of illness or injury, maternity or parental leave, holiday or vacation)

Do not include substitute or supply teachers and unpaid instructional personnel such as student teachers.

  • School administrators are personnel who are responsible for the organization, administration and management of the school. Include principals, vice-principals, and other management staff with similar responsibilities who do not spend the majority of their time teaching. Do not include those who are in higher level management or receptionists, secretaries, clerks and other staff who support the administrative activities of the school.
  • Pedagogical support includes professional non-teaching personnel who provide services to students to support their educational programs. Include, for example, educational assistants, paid teacher's aides, guidance counselors and librarians. Do not include those in health and social support roles who are not educators (e.g., school nurses, school psychologists).

Table 7.1, Number of full-time and part-time educators (headcounts), by age group and sex

An educator headcount is defined as the number of educators on September 30 (or as close as possible thereafter) of the school year who are responsible for providing services to the students reported in the enrolment tables (tab 2APubEnrolGradeSex and tab 2BPubEnrolAgeSex). The numbers of full- and part-time educators reported in Table 7.1 will be summed to obtain the total number of educators.

Table 7.2, Number of full-time equivalent (FTE) educators, by category and sex

Full-time equivalent (FTE) educator is defined as the number of full-time educators on September 30 (or as close as possible thereafter) of the school year, plus the sum of part-time educators according to their percentage of a full-time employment allocation (determined by the province or territory). For example, if a normal full-time work allocation is 10 months per year, an educator who works for 6 months of the year would be counted as 0.6 of a full-time equivalent (FTE) or an employee who works part time for 10 months at 60% of full time would be 0.6 of an FTE. Report FTEs by category of educator if possible; i.e., in teachers, school administrators, or pedagogical support.

Quarterly Survey of Trusteed Pension Funds - Notes/Instructions to Respondents

Notes/instructions to respondents

Please complete and return by date indicated on questionnaire (per quarter selected).

  • Direct any questions or reporting queries to 613-296-7644 (email address: infostats@statcan.gc.ca). Collect calls will be accepted.
  • For the questionnaire items with the mention "specify", please state the items explicitly.

To complete the questionnaire:

  • Download the questionnaire.
  • Complete it and save to your computer using the following format: QTPF_YYYYQX where QTPF is the survey identifier, YYYY is the year and QX is the quarter to which the data refers to. For example, the questionnaire for the quarter ending March 31, 2021 would be QTPF_2021Q1.
  • If you would like to upload additional files, such as financial statements, please attach them below using the "Attach files" button.

To submit the questionnaire:

  • Return to the Electronic Questionnaire (Question 6) and follow the instructions to attach files.

Statement of Changes in Net Assets — Income

Report all dollar amounts in thousands of Canadian dollars ('000).

Do not report negative values.

Employee contributions (line 1000): Report the total amount contributed by all member employees. Include regular employee contributions, voluntary contributions and past service contributions (e.g. buyback of service for maternity leave).
Exclude service buyback of pensionable employment with another employer (report this amount under Transfers from other pension plans).

Employee special contributions (line 1010): Report total amount of special contributions made by the employees.

Employer contributions (line 1020): Report the total amount contributed by the employer(s). Include regular employer contributions and past service contributions from the employer.

Employer special contributions (line 1030): Report total amount of special contributions made by the employer.

Transfers from other pension plans (line 1040): Report transfers from external pension plans. Include service buybacks of pensionable employment with another employer, plan mergers and change of custodian of plan's assets. Exclude transfers received from an internal account.

Statement of Changes in Net Assets - Investment Income

Report all dollar amounts in thousands of Canadian dollars ('000).
Exclude:

  • any investment management and transactional costs, to be reported under Administration costs
  • any costs related to borrowing securities, to be reported under Other disbursements
  • Unrealized gains.

Fixed Income (including short term securities and mortgages - Canadian (line 1100): Report the total interest earned on Canadian fixed income securities in the left column and the net realized gains or losses in the right column. Include earnings from federal bonds, provincial bonds, municipal bonds, corporate bonds, Government of Canada & provincial governments Treasury Bills (T-Bills) & promissory notes, banker's acceptances, commercial paper, security lending, securities purchased under agreements to resell, mortgage-backed securities, mortgages, private loans, commercial loans and interest on bank deposits. Exclude foreign components.

Fixed Income (including short term securities and mortgages - Foreign (line 1110): Report the total interest earned on foreign fixed income securities in the left column and the net realized gains or losses in the right column. Include earnings from federal bonds, provincial bonds, municipal bonds, corporate bonds, Government of Canada & provincial governments Treasury Bills (T-Bills) & promissory notes, banker's acceptances, commercial paper, security lending, securities purchased under agreements to resell, mortgage-backed securities, mortgages, private loans, commercial loans and interest on bank deposits. Exclude Canadian components.

Equities (Public and Private) - Canadian (line 1120): Report the total dividends earned on Canadian equity securities in the left column and the net realized gains or losses in the right column. Include earnings from Canadian common shares, participation notes, preferred shares, income trust units, exchange traded funds units, pooled funds units, and securities convertible into common shares of publicly listed and private issuers.

Equities (Public and Private) - Foreign (line 1130): Report the total dividends earned on foreign equity securities in the left column and the net realized gains or losses in the right column. Include earnings from U.S. and international securities; common shares, American depository receipts, global depository receipts, participation notes, preferred shares, income trust units, exchange traded funds units, pooled funds units, and securities convertible into common shares of publicly listed and private issuers.

Financial Derivatives (line 1140): Report the total net realized gains or losses on the sale of derivative instruments in the right-hand column. Include transactions made on options, futures, swaps and warrants.

Tangible Assets – Real Estate and Infrastructure (line 1150): Report the total investment income earned from tangible assets in the left column and the net realized gains or losses in the right column. Include earnings from infrastructure, real estate, farmlands, timberlands and operations in subsoil natural resources extraction such as oil, gas and minerals

Annuities – Income from annuities (line 1200): Report payments from a buy-in annuity contract issued to the pension fund.
Note: in exchange for a lump sum, the life insurance company makes regular payments to the pension plan equal to the pension paid to eligible retirees.

Other Receipts (line 1210): Report income not elsewhere classified. Include reimbursement of payment, donations, settlements resulting from the resolution of legal claims and tax refunds. Exclude earnings that have been stated above.

Statement of Changes in Net Assets —Expenditures

Report all dollar amounts in thousands of Canadian dollars ('000).
Do not report negative values.

Retirement Pensions (line 2000): Report guaranteed amount of benefits paid to retirees. Withdrawals made from a defined contribution (DC) plan should be reported under Withdrawals, refunds and other benefits. Cost of annuities purchased from insurance companies should be reported under Cost of pension purchased. Include pension payments out of fund to retirees and beneficiaries from a defined benefit plan, defined contribution plan allowing variable benefit payments, or from a hybrid plan. Exclude withdrawals related to terminations, disability, transfers to other plans, family law transfers, death benefits and refunds.

Cost of annuities purchase (line 2010): Report total value of annuities purchased from insurance companies.
Include purchase of annuity contracts and resulting from a change of funding agency i.e., from a trust agreement to an insurance company contract. Exclude lump sum settlements and withdrawals, family law transfers, death benefits and refunds.

Withdrawals, Refunds and other benefits (line 2020): Report lump sum settlements. Include cash withdrawals related to terminations, family law transfers, death benefits, commuted value transfers, refunds to former members and disability benefits. Exclude transfers to other plans.

Transfers to other pension plans (line 2030): Report transfers to external pension plans. Include members transferring out of the plan. Exclude transfers made to an internal account.

Statement of Changes in Net Assets - Administration Costs and Other Disbursements

Report all dollar amounts in thousands of Canadian dollars ('000).

Administration Operating Costs (line 2100): Include wages paid to administrative officers, rental of office space, custodian fees, operating fees, actuarial fees, consulting fees (not related to fund's investment), legal fees (not related to fund's investment), bank charges (not related to fund's investment), payroll expenses, auditing fees, accounting fees, regulatory fees, and all other fees associated with daily administrative duties such as pensioners' sundry.

Investment Management Costs (line 2110): Include wages paid to investment officers, investment information or advice or investment management expenses purchased, consulting or legal fees related to investment.

Investment Transaction Costs (line 2120): Include commissions or fees paid for buying or selling investments for the fund.

Other Administration Costs (line 2120): Include any other costs not covered above.

Other Disbursements (line 2200): Report other expenses not elsewhere classified. Include costs related to borrowing securities, settlements resulting from the resolution of legal claims and tax payments. Exclude expenses that have been previously declared.

Statement of Net Assets —Assets

Combine the total value of direct holdings, pooled holdings, partnership agreements, mutual funds, exchange traded funds and insurance industry segregated funds, unless otherwise stated.
Report all dollar amounts in thousands of Canadian dollars ('000).

Do not report negative values, report liabilities in the next section.

Public market equities — Canadian (line 3000): Report total value invested in Canadian public equities. Include Canadian common shares, participation notes, preferred shares, income trust units, exchange traded funds units, pooled funds units, and securities convertible into common shares of publicly listed issuers. Exclude privately traded equities.

Public market equities — foreign (line 3010): Report total value invested in foreign public equities. Include U.S. and international securities. Common shares, American depository receipts, global depository receipts, participation notes, preferred shares, income trust units, exchange traded funds units, pooled funds units, and securities convertible into common shares of publicly listed issuers. Exclude privately traded equities.

Financial derivatives (line 3020): Report total derivative-related assets. Include options, futures, swaps and warrants. If the net position of your investment is negative, enter this amount on line 4010.

Private market equities — Canadian (line 3100): Report total value invested in Canadian private equities. Include private equity funds, venture capital, co-investments and direct equity positions. Exclude publicly traded equities.

Private market equities — foreign (line 3110): Report total value invested in foreign private equities. Include private equity funds, venture capital, co-investments and direct equity positions. Exclude publicly traded equities.

Infrastructure — Canadian (line 3120): Report total value invested in Canadian infrastructure. Include direct equity positions, fund investments and co-investments in entities engaged in the management, ownership or operation of assets in energy, transportation and other regulated businesses. Exclude real estate investments.

Infrastructure — foreign (line 3130): Report total value invested in foreign infrastructure. Include direct equity positions, fund investments and co-investments in entities engaged in the management, ownership or operation of assets in energy, transportation and other regulated businesses. Exclude real estate investments.

Real estate — Canadian (line 3140): Report total value invested in Canadian real estate. Include joint ventures.

Real estate — foreign (line 3150): Report total value invested in foreign real estate. Include joint ventures.

Statement of Net Assets — Fixed Income Securities

Include bonds and notes maturing in less than 12 months, for which the initially agreed maturity period was greater than 1 year.

Federal bonds (line 3200): Report total value invested in Canadian federal bonds. Exclude Canada Mortgage and Housing Corporation (CMHC) mortgage bonds and NHA Mortgage-Backed, securities insured by the CMHC as well as bonds issued by other federal government businesses (include them under Canadian corporate).

Provincial bonds (line 3210): Report total value invested in provincial and territorial bonds. Include both direct issues of this level of government as well as bonds guaranteed by the provincial government business enterprises.

Municipal bonds (line 3220): Report total value invested in municipal bonds. Include both direct issues of municipalities as well as bonds guaranteed by the municipal government business enterprises.

Canadian corporate bonds and debentures (line 3230): Report total value invested in Canadian corporate bonds and debentures.
Include bonds and debentures issued by Canadian corporations, asset-backed securities (ABS), mortgage-backed securities (MBS), collateralized debt obligations (CDO), collateralized loan obligations (CLO), convertible bonds, callable bonds and non-guaranteed issues of government business enterprises.

Foreign bonds and debentures (line 3240): Report total value invested in foreign government and corporation bonds. Include foreign bonds and debentures issued by corporate and governmental issuers, including bonds issued by the International Bank for Reconstruction and Development, the Inter-American, Caribbean and Asian Development Banks.

Canadian mortgages — Residential mortgages (line 3250): Report total value invested in Canadian residential mortgages. Exclude pooled mortgage investments, foreign mortgages and mortgage-backed securities.

Canadian mortgages — Non-residential mortgages (line 3260): Report total value invested in Canadian non-residential mortgages. Exclude pooled mortgage investments, foreign mortgages loans and mortgage-backed securities.

Other fixed income (line 3270): Report total value invested in other fixed income, irrespective of the country of origin. Include pooled mortgage investments, foreign mortgages, private loans and other debt instruments not elsewhere classified.

Cash, deposits and term deposits, guaranteed investment certificates (GICs) (line 3300): Report value of total assets held in cash, deposits, term deposits and GICs.

Government of Canada T-bills (line 3310): Report total value invested in Government of Canada T-bills.

Foreign short-term investments (line 3320): Report total value invested in foreign short-term investments. Include short-term foreign corporate bonds, foreign banker's acceptances, U.S. Treasury bills, foreign commercial paper. Exclude long-term debt instruments.

Other Canadian short-term investments (line 3330): Report total value invested in other Canadian short-term investments. Include short-term corporate bonds, banker's acceptances, commercial paper, promissory notes and provincial T-bills. Exclude foreign components and long-term debt instruments.

Accrued interest receivable (line 3340): Report total interest receivable yet to be paid, irrespective of the country of origin.

Accrued dividends receivable (line 3350): Report total dividends receivable yet to be paid, irrespective of the country of origin.

Other receivables (line 3360): Report other receivables not elsewhere classified, irrespective of the country of origin. Include amounts receivable from pending trades and securities purchased under agreements to resell.

Life insurance annuity contract (buy-in annuity) (line 3370): Report the total value of the annuity contract. This amount should correspond to the actuarial present value of promised retirement benefits. Note: Since there is no active market for this type of investment, the cost and fair value should be the same.

Other investments (line 3380): Report total assets not elsewhere classified, irrespective of the country of origin. Include hedge fund investments and other types of assets not elsewhere classified.

Statement of Net Assets — Liabilities

Exclude accrued pension benefits.

Report dollar amounts in thousands of Canadian dollars.

Do not report negative values

Investment-related liabilities (line 4000): Report total investment-related liabilities. Include investment-related liabilities such as securities sold short, securities sold under agreements to repurchase, cash collateral received and pending trades.

Derivative-related liabilities (line 4010): Report total derivative-related liabilities. Include options, futures, swaps and warrants.

Accounts payable (line 4020): Report total debts and obligations payable for goods and services purchased. Include accrued interest payable.

Other liabilities (line 4030): Report total of any other liabilities incurred by the fund.

Quarterly Survey of Trusteed Pension Funds

Purpose

The purpose of this survey is to collect quarterly financial information on the revenues, expenditures, assets and liabilities of trusteed pension funds. Within Statistics Canada, these data are used as input to the System of National Accounts.

Additional information

Your information may also be used by Statistics Canada for other statistical and research purposes.

Authority

This information is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.

Confidentiality

The Statistics Act protects the confidentiality of information collected by Statistics Canada. 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. Statistics Canada will use the information from this survey for statistical purposes.

Record linkage

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

Security of emails and faxes

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

Contact Information

Verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.

  1. First Name
  2. Last Name
  3. Title
  4. Preferred language of communication
  5. Mailing address (number and street)
  6. City
  7. Province, territory or state
  8. Postal Code or ZIP code
  9. Country
  10. Email address
  11. Telephone number (including area code)
  12. Extension number (if applicable)

Contact information of the sponsor or employer

Is your organization an external service provider completing the questionnaire on behalf of a client?

  1. First Name
  2. Last Name
  3. Title
  4. Email address
  5. Telephone number (including area code)
  6. Extension number (if applicable)

Administrative data

Please verify the pension plan(s) for which you are reporting.

Existing Plans

  1. Pension plan name.
  2. Plan registration number.

Add a pension plan

  1. Pension plan name.
  2. Plan registration number.

Removed Pension Plan(s)

  1. Pension plan name.
  2. Plan registration number.

Removal of pension plan(s)

For the following plan(s), please select the reason and provide the details on why the plan was removed.

  1. Fund deposited in total with an insurance company under an insurance contract.
  2. Plan wound up (closed) and all the assets have been distributed
  3. Plan merger or transfer
  4. Other

Statement of changes in net assets - income

  1. Contributions
    1. Employee
    2. Employee special contributions
    3. Employer
    4. Employer special contributions
  2. Transfers from other pension plans
    1. Transfers from other pension plans
  3. Fixed income(including short term securities and mortgages)
    1. Canadian
    2. Foreign
  4. Equities(public and private)
    1. Canadian
    2. Foreign
  5. Derivatives
    1. Financial derivatives
  6. Tangible assets
    1. Tangible assets – real estate and infrastructure
  7. Annuities
  8. Other receipts (Specify other receipts)
  9. Total income

Statement of changes in net assets - expenditures

  1. Benefits and transfers
    1. Retirement pensions
    2. Cost of annuities purchased
    3. Withdrawals, refunds, and other benefits
    4. Transfer to other pension plans
  2. Total administration costs
    1. Total administration operation costs
    2. Total investment management costs
    3. Total investment transaction costs
    4. Total other administration costs (Specify other administration costs)
  3. Other disbursements
    1. Other disbursements (Specify other disbursements)
  4. Total expenditures

Statement of changes in net assets - summary

  1. Total income
  2. Total expenditures
  3. Net income

Statement of net assets - assets

  1. Public market investments
    1. Public market equities - Canadian
    2. Public market equities – foreign
    3. Financial derivatives
  2. Private market investments
    1. Private market equities – Canadian
    2. Private market equities – foreign
    3. Infrastructure – Canadian
    4. Infrastructure – foreign
    5. Real estate – Canadian
    6. Real estate – foreign
  3. Fixed income securities
    1. Federal bonds
    2. Provincial bonds
    3. Municipal bonds
    4. Canadian corporate bonds and debentures
    5. Foreign bonds and debentures
    6. Canadian mortgages – Residential mortgages
    7. Canadian mortgages – Non-residential mortgages
    8. Other fixed income
  4. Miscellaneous
    1. Cash, deposits and term deposits, guaranteed investment certificates(GICs)
    2. Government of Canada T-bills
    3. Foreign short-term investments
    4. Other Canadian short-term investments
    5. Accrued interest receivable
    6. Accrued dividends receivable
    7. Other receivables
    8. Life insurance annuity contract (buy-in annuity)
    9. Other investments (Specify other investments)
  5. Total gross asset
    1. Of the total gross assets, amount invested in life insurance segregated funds
    2. Of the total gross assets, amount invested in mutual funds and exchange-traded funds (ETFs)

Statement of net assets - liabilities

  1.  Liabilities
    1. Investment-related liabilities
    2. Derivative-related liabilities
    3. Accounts payable
    4. Other liabilities(Specify other liabilities)

Statement of net assets - summary

  1. Total gross assets
  2. Total liabilities
  3. Net assets

Significant event

Were there any changes or events that may have affected the reported values for this pension plan (or fund) compared to the last reporting period?

Describe these significant events.