Audit Report

November 2019
Project Number: 80590-112

• Executive summary
• Conformance with professional standards
• Introduction
  • Background
  • Administrative data first agenda
  • A period of transition
  • Audit objective
  • Scope
  • Approach and methodology
  • Authority
• Audit findings, recommendations and management response
  • The data acquisition process
  • Review of data acquisition files
• Appendices
  • Appendix A: Audit criteria
  • Appendix B: Initialisms

Executive summary

Statistics Canada works with all levels of government and private sector organizations in the collection and compilation of statistical information. Although the agency has been acquiring data from alternative sources for decades, Statistics Canada data collection has traditionally been rooted in the administration of surveys. The agency has acknowledged that the traditional method of collecting data presents a series of unique challenges for meeting new and ongoing data needs and reducing response burden.

As part of the agency's modernization initiative that was launched in 2017, the agency is moving towards an "administrative data first agenda." This agenda seeks to use the acquisition of data from alternative sources as the primary method to collect statistical information in order to improve the balance between data quality, response burden and costs.

For the purpose of this audit, "data from alternative sources" are defined as all data other than survey data, which includes, but is not limited to administrative data (data obtained under the Statistics Act^{Footnote 1}) as well as data available to the public.

Why is this important?

As the national statistical office, Statistics Canada must ensure it delivers relevant statistical information in an efficient and transparent manner. In today's environment, Statistics Canada like many other public sector organizations is faced with continuous change and has had to innovate and discover new ways to acquire data in order to continue to serve Canadians and fulfill its mandate.

Against this backdrop, the agency has implemented an administrative data first agenda that is aligned with its modernization initiative. Within this administrative data first paradigm, the agency seeks to respond to statistical demands and ensure that data from alternative sources are acquired in a strategic, timely and transparent manner. The audit determined the extent to which the agency has implemented effective processes and controls to support these objectives, while ensuring the stewardship of agency interests.

Key audit findings

The Data Acquisition Committee provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions. Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities.

Although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms, no full risk assessment has been completed for the acquisition of data from alternative sources. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen oversight on risk management activities.

The Statistics Canada Data Strategy was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The Statistics Canada Data Strategy identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data but these objectives have not yet been aligned to specific performance indicators.

Roles and responsibilities for acquiring data from alternative sources are clearly outlined and defined within Statistics Canada's policy instruments. However, the policy instruments need to be updated to reflect some recent changes to legislative requirements under section 8(2) and 8(3) of the Statistics Act and the updated role of the Data Stewardship Division (DSD) and statistical program areas in the acquisition process.

Two training courses have been offered to assist agency employees in carrying out their responsibilities for acquiring data from alternative sources. Both courses could benefit from providing guidance on the implications of the new legislative requirements under the Statistics Act and further explaining how program managers can leverage DSD and the Office of Privacy Management and Information Coordination (OPMIC) during the acquisition process.

Data acquisition agreements are used to acquire administrative data. Publicly available data do not need to be obtained under the Statistics Act and, generally speaking, are not subject to the same requirements as administrative data.

Legal oversight is provided by the OPMIC during the data acquisition process. When a data acquisition agreement is drafted, OPMIC is contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures.

When the agency incurs a financial fee for acquiring data from alternative sources, a cost proposal is submitted to the agency by the provider that identifies the total cost along with supporting financial information. However, there is limited evidence to demonstrate how management reviews these costs to determine whether they are reasonable and represent value for money.

Statistical program managers were generally not using the standard evaluation questionnaire or any other suitable tool to assess data quality and fit for use. In collaboration with the Modern Statistical Methods and Data Science Branch, DSD is coordinating a more user friendly version of the quality evaluation questionnaire.

Overall conclusion

Management has implemented a governance framework to provide oversight and advance the agency's administrative data first agenda, with corporate tools in place that support this agenda and identify some of the risks to acquiring data from alternative sources. The proposed restructuring of the agency's governance committees offers an opportunity to strengthen risk management activities for the acquisition of data from alternative sources. The aim is to provide Statistics Canada with a more effective governance structure to support the acquisition of data from alternative sources. The agency has also identified business objectives for acquiring data from alternative sources although the absence of key performance indicators could hinder the agency's ability to measure progress against its business objectives.

Internal controls are in place and functioning with some minor deficiencies, which are attributed to recent legislative changes and an internal transformation of responsibilities related to the acquisition process. Through training programs and internal communication, management has taken positive steps to inform employees but should ensure this is consistently communicated across the agency.

Conformance with professional standards

The audit was conducted in accordance with the Mandatory Procedures for Internal Auditing in the Government of Canada, which include the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing.

Sufficient and appropriate audit procedures have been conducted, and evidence has been gathered to support the accuracy of the findings and conclusions in this report, and to provide an audit level of assurance. The findings and conclusions are based on a comparison of the conditions, as they existed at the time, against pre-established audit criteria. The findings and conclusions are applicable to the entity examined, and for the scope and period covered by the audit.

Steven McRoberts
Chief Audit and Evaluation Executive

Introduction

Background

The world is constantly changing, with new technologies regularly emerging, only to become obsolete and outdated almost overnight. With this ever-changing environment comes increased pressure for governments to have 'real-time' data to inform public policy as data are the lifeblood of decision-making in the public sector.

In the public sector, data help direct and inform decision-making by providing valuable information such as how many live in poverty; whether greenhouse gas emissions are increasing; or how public money is being spent. The success of the Canadian economy, and the prosperity of its communities depends in part on advancing programs that focus on strengthening public sector decision-making in key areas such as the financial, environmental and the social fields.

Statistics Canada plays an integral role in in this endeavour, as a foundational part of the agency's mandate is to collect and compile statistical information. For decades, the agency's business has been rooted in the administration of surveys, with data from alternative sources being used to complement its data collection. Recently, the agency acknowledged that traditional surveying of Canadians and businesses has struggled, because of increasing costs and response burden.

For the purpose of this audit, "data from alternative sources" has been defined as all data other than survey data, this includes, but is not limited to, administrative data (data obtained under the Statistics Act) as well as data available to the public. Data available to the public do not need to be obtained under the Statistics Act and are not subject to the requirements of the Statistics Act.

Administrative data first agenda

As a part of the agency's modernization initiative that focuses on user-centric service delivery and leading edge data integration, Statistics Canada has committed to an administrative data first agenda. This agenda is aimed at positioning the agency to better respond to statistical demands in the ever-changing and ever-evolving modern data world. In an administrative-first paradigm, administrative data are considered first before a survey is conducted, in order to complement or replace data acquired from a survey or to evaluate its quality.

Statistics Canada has taken steps towards realizing its administrative data first agenda by formalizing broad business objectives in a number of corporate initiatives. These objectives include:

• identifying, and gaining timely access to data from alternative sources for statistical purposes;
• communicating to the public in a proactive and transparent manner why the agency seeks to acquire data from alternative sources; and
• strategically managing the acquisition of data through the effective implementation of governance and stewardship.

A period of transition

When acquiring data from alternative sources, there are a number of processes, procedures and key stakeholders that play an integrated role. The Data Stewardship Division (DSD) is responsible for the creation and implementation of sound data stewardship protocols to ensure all data assets are well managed, secure, and fit for use. The Office of Privacy Management and Information Coordination (OPMIC) provides legal oversight and is responsible for reviewing data acquisition agreements for legal implications.

The process by which the agency acquires data from alternative sources is in a period of transition as a result of shifting internal roles and responsibilities, new legal interpretations to the Statistics Act and updates to internal governance structures. In the future, these changes will impact how the agency manages its risks for acquiring data from alternative sources.

Audit objective

The objective of the audit was to provide reasonable assurance to the Chief Statistician (CS) and the Departmental Audit Committee that management has adequate processes and controls in place to support the strategic, transparent and timely acquisition of data from alternative sources while ensuring the sound stewardship of public assets and agency interests.

Scope

The audit scope included an examination of acquisitions of data from alternative sources from private sector organizations where negotiations to acquire data from alternative sources began or were completed during fiscal years 2017/2018 to 2018/2019, including acquisitions that were underway or not yet completed as at May 31, 2019. The audit focused on three key controls areas, namely: governance, tools and training and internal controls.

Statistics Canada also acquires data from alternative sources from provinces, territories and federal departments and agencies. It was determined during the planning phase of the audit that acquiring data from the public sector poses less risk to the agency and for this reason, public sector data acquisitions were excluded from the scope of the audit.

Approach and methodology

This audit was conducted in accordance with the Mandatory Procedures for Internal Auditing in the Government of Canada, which include the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing. Field work consisted of a review of applicable processes, activities and tools to ensure compliance with Statistics Canada legislative and policy requirements.

Authority

The audit was conducted under the authority of the approved Statistics Canada Integrated Risk-based Audit and Evaluation Plan 2019/2020 to 2023/2024.

Audit findings, recommendations and management response

The data acquisition process

The Data Acquisition Committee (DAC) provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions. Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities.

Although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms, there has not been a full risk assessment completed for the acquisition of data from alternative sources. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen oversight on risk management activities.

The Statistics Canada Data Strategy (SCDS) was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The SCDS identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data but these objectives have not yet been aligned to specific performance indicators.

Roles and responsibilities for acquiring data from alternative sources are clearly outlined and defined within Statistics Canada's policy instruments. However, the policy instruments need to be updated to reflect some recent changes to legislative requirements under Section 8(2) and 8(3) of the Statistics Act and the updated role of the DSD and statistical program areas in the acquisition process.

Two training courses have been offered to assist agency employees in carrying out their responsibilities for acquiring data from alternative sources. Both courses would benefit from providing guidance on the implications of the new legislative requirements under the Statistics Act and further explaining how program managers can leverage DSD and OPMIC during the acquisition process.

As the national statistics office, Statistics Canada is constantly exploring ways to acquire alternative sources of data to better support its statistical programs and provide Canadians with valuable information. Statistics Canada can acquire data from alternative sources from both the public and the private sectors and has acknowledged their importance in supplementing its statistical programs through the agency's modernization initiative. The DSD is responsible for developing sound data stewardship protocols to ensure all data assets are well managed, secure, and fit for use. DSD has developed an acquisition process that identifies the steps to acquire new sources of data from alternative sources. This process ensures that all proposed data acquisitions are consistently performed using a common approach.

Data acquisitions are contingent upon a number of key factors, including: the complexity of the acquisition, the sensitivity of the data and the pre-existing relationship with the data provider. Normally, the process begins with statistical program managers identifying data from alternative sources collected and held by other organizations that can support the legal mandate of Statistics Canada. Once a need has been identified, a request is sent to DSD to determine whether the data will be for broad use or localized use.

Once the request is complete and the type of data is determined, DSD and OPMIC provide guidance to the program areas on how to proceed with the acquisition. With support from DSD, program managers establish a strategy to reach out to the data provider and initiate early discussions with key stakeholders. The next step is to begin negotiations with the data provider. This is a key point in the process when Statistics Canada meets with representatives from the data provider to discuss the data being requested, legal and privacy expectations and any associated costs. It should be noted that Statistics Canada does not pay for data but rather for the time and effort required to compile the intended data sources.

When acquiring data from alternative sources with an associated cost, it can be obtained under the Statistics Act (data sharing agreement). Data can also be acquired without the use of the Statistics Act through a contract or written communication. When the data are obtained under the Statistics Act, the statistical program area is responsible for initiating expenditure initiation under section 32 of the Financial Administration Act and performing a financial review process with support provided by the OPMIC and DSD. For data acquisitions that do not fall under the authority of the Statistics Act, Corporate Support Services Division (CSSD) is responsible for reviewing the proposed costs and determining whether the proposal should be accepted for payment. Through interviews, the audit found that CSSD's departmental delegation of financial authorities for services is $100,000 and any contract above that threshold would be sent to Public Services and Procurement Canada.

An agreement is formalized through a data acquisition agreement, contract or written communication once all aspects of the negotiations have been finalized, including any potential cost. Typically, the agency begins receiving synthetic or test data from the provider and quality assessments must be completed to determine whether the data are usable within the agency's existing data environment. If the data are deemed fit for use, statistical program managers finalize and sign the data acquisition agreement with the data provider. The OPMIC plays a key role in this step as they are responsible for ensuring that the agreement contains terms and conditions that protect the legal interests of the agency.

Through consultation with DSD, the audit found that DSD's role in the acquisition process is expected to change. The intent is for program divisions to carry out their own data acquisitions and DSD to act as an intermediary on all matters related to data acquisitions. DSD's intent is to communicate these changes and make this process visible but at the time of audit, no timeline had been established.

The data acquisition process described above is supported through a series of controls including governance committees, training courses and internal policy instruments. All play an important role in identifying, and gaining timely access to data and communicating to the public why the agency seeks to acquire for statistical purposes. The audit determined the extent to which these controls were operating and comes at a time when the agency is undergoing significant changes as it looks to advance its administrative data first agenda.

Governance mechanisms are undergoing changes that are expected to strengthen risk management.

The DAC was created in February 2018 as a result of consolidating the Administrative Data Management Committee, Collection Planning Committee and Business Response Management Committee. The DAC's mandate is to provide leadership and direction for data acquisitions with the objective of implementing and maintaining an "administrative data first agenda," The DAC is made up of 18 members that include senior managers, directors and director generals from multiple fields across the agency. The committee meets approximately once per month and provides support on a wide-range of topics, including: strategic advice on potential partnerships, data strategies and new initiatives proposed by statistical program divisions.

Interviews with committee members indicated that there is some concern regarding the committee's expanding roles and responsibilities. DAC was originally intended to be a strategic-level oversight body to provide high-level guidance on activities directly linked to acquiring data from alternative sources. However, the audit found that some of the DAC's activities are more ad-hoc in nature and not always within its intended mandate. For example, the committee was tasked with determining whether certain surveys should be made mandatory or voluntary. It is important that the DAC operate within its intended mandate to ensure that there is adequate time and resources to address key activities related specifically to the acquisition of data from alternative sources.

Moving forward, the agency has an opportunity to strengthen its governance with the proposed changes to the existing Tier-2^Footnote2 governance structure. These modifications are designed to consolidate the 10 existing Tier-2 governance committees into 5 new committees. The proposed 'Data in: Data Acquisition and Management' is one of the five new committees and will aim to provide Statistics Canada with a more effective governance structure to support the acquisition of data from alternative sources. The committee will be responsible for identifying risks and issues related to acquiring data from alternative sources and implementing mitigation strategies to ensure the agency is able to respond proactively to change and uncertainty. The new responsibilities of the proposed committee are needed as risk management oversight for acquiring data from alternative sources needs to be strengthened to enable more effective decision-making throughout the agency.

The audit confirmed that no risk assessment has been completed for the acquisition of data from alternative sources, although the agency has broadly identified some of the risks to acquiring data from alternative sources through various corporate mechanisms.

Through interviews, agency employees indicated that there might be some merit to undertaking a risk assessment. The restructuring of the agency's Tier 2 governance committees offers the agency a real opportunity to strengthen risk management activities for acquiring data from alternative sources as it will improve decision-making in governance, strategy and objective setting. However, at the time of the audit this restructuring had not yet been fully implemented.

Work is required to ensure that key performance measures are in place.

The CS has stated the importance of continuing to modernize each step of the statistical process, by modernizing and embracing an administrative data first agenda. To achieve this, Statistics Canada has embedded performance measures in corporate initiatives like the SCDS. The SCDS was developed to provide a roadmap for how the agency, as part of its modernization agenda, will continue to govern data assets and key strategic data capacities. The SCDS is organized into two main pillars: data governance and data stewardship. Under data stewardship, there are a series of 7 'strategic data capacities' that are intended to have performance measurement criteria that would track progress against specific targets.

One of the 7 strategic data capacities is: 'data discovery'. This area links directly to the administrative data first agenda and identifies a series of short, medium and long term business objectives for acquiring access to alternative sources of data. These include: outlining why the agency seeks to acquire data from alternative sources, establishing mechanisms to include community engagement and implementing processes to support the acquisition of data from multiple access points across the agency.

However, the SCDS does not contain any objectives or performance measures related to the 'timeliness' and 'speed' with which the agency acquires data from alternative sources even though through interviews, agency employees stressed the importance of gaining access to data from alternative sources in a timely manner.

Overall, although the SCDS provides short, medium and long term business objectives for acquiring data from alternative sources, these objectives have not been aligned to performance indicators. Without these indicators, the agency cannot fully track its progress against key objectives that include timeliness and transparency in order to determine whether objectives for acquiring data from alternative sources are being achieved. In discussion with DSD, measurement criteria for the acquisition of data from alternative sources, as outlined in the SCDS, will be developed with program areas and in consultation with Corporate Strategy and Management Field. It was indicated by DSD that the indicators related to the short term business objectives will be developed by early 2020.

Updates are required to policy instruments to ensure they are aligned with new legislative requirements and DSD's new role.

The Policy on the Use of Administrative Data Obtained under the Statistics Act and the Directive on Obtaining Administrative Data under the Statistics Act are the supporting internal policy instruments that provide direction on the acquisition and use of data from alternative sources. Overall, they effectively outline the roles and responsibilities of key stakeholders across the agency and define the operational steps involved in acquiring data from alternative sources.

DSD has played a significant role in the acquisition of data from new alternative sources. Its responsibilities included: acquiring administrative data sources that had a broad scope and supporting statistical programs in their acquisition of administrative data. As previously stated, DSD's role in the acquisition process is expected to change. Program divisions will be expected to carry out their own data acquisitions and DSD will act as an intermediary on all matters related to data acquisitions. DSD indicated that they intend to make this new process visible and update the policy instruments by the end of fiscal year 2019-2020.

The policy instruments have not yet been updated to reflect the new legal interpretation. Under the new legal interpretation (provided to the agency in February 2018) there are two modifications. Specifically, under section 8(2), the CS must now publish any mandatory request for information before a request is submitted to a data provider. Under section 8(3), the CS must notify the Minister of any new mandatory request for information at least 30 days before it is published.

Without these updates in the policy instruments, the agency increases the risk that employees may not be aware of, or fully understand these requirements. This could hinder the agency's ability to acquire data in an efficient and effective manner. Although work is underway to update the policy instruments, it has not yet been finalized.

Training courses cover key components of the data acquisition process, but there are opportunities for improvement.

Providing effective training to agency employees presents a unique opportunity to expand their knowledge base and allows them to strengthen skills unique to their job responsibilities. Agency employees who understand how to leverage interpersonal skills within the negotiation process will assist the agency in acquiring data from alternative sources in a more expedient manner. However, for this to occur employees must be aware of and have adequate access to training opportunities so that they can develop the requisite knowledge and skills for acquiring data from alternative sources.

Since 2017-18, two training courses have been offered to employees at the agency to assist them in carrying out their responsibilities for acquiring data from alternative sources. However, both courses contain areas that could be improved. 'Obtaining Administrative Data under the Statistics Act' was a course developed under the direction of DSD and provides guidance on governing instruments, concepts and tools on how to overcome challenges during the data acquisition process. The course was last delivered to agency employees in January 2018, and does not include any guidance on the new legal interpretation of the Statistics Act that applies to data from alternative sources. It should be noted that DSD is currently updating the training course to address the implications of the new legislative requirements, and DSD's new role in the data acquisition process.

'Skillful Negotiations' was developed under the direction and guidance of the Employee Development and Wellness Division in order to assist agency employees in carrying out effective negotiations. The course effectively provides guidance on carrying out skillful negotiations including: identifying team roles, outlining different types of negotiations and how to leverage interpersonal skills. It also provides participants with the opportunity to provide feedback on the overall course content, including each of the four main training modules. Although the overall level of satisfaction from course participants is high (86.5%) the course could be improved by including specific guidance on the new legislative and legal requirements under the Statistics Act and how to effectively utilize DSD and OPMIC when seeking to acquire data from alternative sources.

Recommendation 1

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that the realigned governance structure embeds effective risk management oversight for acquiring data from alternative sources.

Management response

Management agrees with the recommendation.

• 1.1 Through the restructuring of the agency's Tier 2 governance committees, a governing body will be identified. The committee's responsibility will include risk management activities for the acquisition of data from alternative sources.
• 1.2 An improved governance process for the acquisition of data from alternative sources will be developed and documented. Supporting material will include explicit documentation of the entire governance process using flow diagrams as well as templates to support efficient documentation of:
  1. specific steps of the governance process;
  2. the steps considered to mitigate risks;
  3. the record of decisions; and,
  4. accountability.
• 1.3 Programs areas will be informed about the new governance process related to the acquisition of data from alternative sources.

Deliverables and timeline

The Director General of the Strategic Data Management Branch will identify a governing body whose responsibility will include risk management activities for the acquisition of data from alternative sources by March 2020.

The Director of the Data Stewardship Division will develop an improved governance process for the acquisition of data from alternative sources that will include key elements to mitigate risks and document accountability by June 2020.

The Director of the Data Stewardship Division and Director of the Office of the Chief Editor will:

• Develop a communication plan to socialize the new governance process to managers and employees involved in the acquisition of data from alternative sources by March 2020.
• Communicate activities defined in the communication plan by March 2021.

Recommendation 2

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that key performance indicators and measurable outcomes are developed and aligned to business objectives for acquiring data from alternative sources in the Statistics Canada Data Strategy.

Management response

Management agrees with the recommendation.

• 2.1 Key performance indicators associated with the acquisition of data from alternative sources will be defined.

Deliverables and timeline

The Director of the Data Stewardship Division will establish key performance indicators that will measure the effectiveness of the governance processes associated with the acquisition of data from alternative sources by November 2020.

Recommendation 3

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that training courses and policy instruments are updated to ensure agency employees are provided with appropriate guidance and direction on new legislative requirements under the Statistics Act and DSD's new role in the acquisition of data from alternative sources.

Management response

Management agrees with the recommendation.

• 3.1 Relevant policy instruments will be updated to reflect the latest legal and operational requirements based on the new governance process.
• 3.2 Up to date training material related to the acquisition of alternate data will become a mandatory requirement for staff involved in the acquisition of data. Mandatory training centered on Statistics Canada's legal obligation and associated governance operations will be delivered.

Deliverables and timeline

The Director General of the Strategic Data Management Branch will:

• Update versions of the following policy instruments by June 2020 (draft versions) and November 2020 (final versions):
  • Policy on the Use of Administrative Data Obtained under the Statistics Act
  • Directive on Obtaining Administrative Data under the Statistics Act
  • Guidelines on data available to the public
• Update mandatory training material that reflects legal and operational requirements by February 2021.

Review of data acquisition files

Data acquisition agreements are used to acquire administrative data. Publicly available data do not need to be obtained under the Statistics Act and, generally speaking, are not subject to the same requirements as administrative data.

Legal oversight is provided by the OPMIC during the data acquisition process. When a data acquisition agreement is drafted, OPMIC is contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures.

When the agency incurs a financial fee for acquiring data from alternative sources, a cost proposal is submitted to the agency by the provider that identifies the total cost along with supporting financial information. However, there is limited evidence to demonstrate how management reviews these costs to determine whether they are reasonable and represent value for money.

Statistical program managers were generally not using the standard evaluation questionnaire or any other suitable tool to assess data quality and fit for use. In collaboration with the Modern Statistical Methods and Data Science Branch, DSD is coordinating a more user friendly version of the quality evaluation questionnaire.

The Directive on Obtaining Administrative Data under the Statistics Act requires agency employees to implement a series of internal controls within the acquisition process to protect and safeguard the agency. To provide reasonable assurance that controls were in place and functioning as intended, the audit examined 12 private sector data acquisitions (7 administrative data files and 5 publicly available data files) that had been completed within the audit scope. The key controls assessed included:

• use of a data acquisition agreement
• legal oversight
• financial oversight
• quality assessment

Data acquisition agreements are used to acquire non-publicly available data but less so for publicly available data.

Under section 5.1.2 of the directive, the preferred method to obtain administrative data from private organizations is a data acquisition agreement, pursuant to the Statistics Act. However, the directive prescribes that an agreement may also take the form of an exchange of written communications or a contract, assuming it contains all the essential elements of a data acquisition agreement (i.e. legal authority to obtain data, its intended use or any legal requirements to protect it).

The audit reviewed seven administrative data acquisition files (obtained under the Statistics Act) to determine the extent to which the agency documents the terms and conditions of data agreements. In all seven files, the agency formalized data agreements that were aligned with the requirements under the Directive.

Publicly available data do not need to be obtained under the Statistics Act and, therefore are not subject to the same requirements as administrative data. The Guideline on data available to the public does not require or suggest that formal data acquisition agreements should be used when acquiring data available to the public.

The audit reviewed five acquisitions of publicly available data and found that three of the five files did not contain any form of agreement. The remaining two files contained either a formal license agreement or an exchange of written communications with the data provider. Under normal circumstances, there is no requirement to enter into an agreement for publicly available data.

Adequate legal oversight is provided by the Office of Privacy Management and Information Coordination.

OPMIC is responsible for reviewing all new agreements and working with legal counsel to ensure that the appropriate terms and conditions are in place to protect the agency's legal interests. Specifically, section 6.2.4.5 of the directive states that the Director of OPMIC must: 'support statistical program managers by reviewing all final data acquisition agreements before they are sent to the other organization.' As the directive does not specify what the review must include, we found that the review function varied depending on the complexity of the data acquisition.

Overall, when a data acquisition agreement was drafted, OPMIC was contacted to perform a review of the terms and conditions within the proposed agreement prior to obtaining signatures. The audit found that OPMIC provided legal oversight for all seven administrative data files (obtained under the Statistics Act). The exceptions where OPMIC did not perform a review included the file that contained an exchange of written communications and the three publicly available files without an agreement. As the Directive only identifies a requirement when there is a data acquisition agreement in place, OPMIC is not expected to be involved in the acquisition process in the absence of a formal agreement.

Financial reviews are taking place, but are not always formally documented.

When Statistics Canada acquires data from private sector organizations, the agency can acquire the data with no associated costs or pay the organization to compile the requested data. It is important to note that Statistics Canada does not pay for the data itself, rather, for the time and effort required to compile the intended data sources. DSD indicated that when there is a cost, the data provider develops a cost proposal that outlines the variables included in the final price. The cost proposal is submitted to Statistics Canada for review and acceptance. Part of the decision making process is to review the quality evaluation assessment to determine whether the value of the data is commensurate with its potential costs.

The directive and policy outline the requirements for financial oversight for data acquisitions with a cost. Specifically section 6.6 of the directive states that private sector acquisitions with a cost are to be provided to the CSSD for financial review. However, as of March 2018, CSSD was no longer involved in carrying out financial reviews for acquisitions that fall under the Statistics Act. Instead, a new process was implemented in which the responsibility to conduct a financial review of costs now falls under the responsibility of the statistical program manager and senior management with support from DSD and OPMIC. The agency's policy instruments have not been updated to reflect this change in process. They also do not prescribe any requirements for how program managers can demonstrate that they have considered whether costs are reasonable and represent value for money. Through interviews with program managers, the audit found that the financial review process that is in place includes exercising due diligence for expenditure initiation under section 32 of the Financial Administration Act.

The audit reviewed 4 acquisition files with an associated cost that were obtained under the Statistics Act to determine whether 1) a cost proposal was provided and 2) whether the cost proposal was reviewed to validate the costs for reasonableness. In all four files examined, the data provider submitted a cost proposal. In three of the four files, there was email documentation demonstrating that management was aware of and accepted the costs being proposed by the data provider. However, each of the four files did not contain any analysis to demonstrate how management determined that costs were reasonable in order to ensure value for money and that the agency's financial interests were protected.

Quality reviews of data from alternative sources are generally not being carried out.

Statistics Canada policy instruments are clear on the importance of and responsibilities surrounding the quality assessment of new data from alternative sources. As stated in section 6.4 of the directive, senior managers of statistical programs are responsible for assessing the quality of potential administrative data and their statistical usability, by using the data quality evaluation framework maintained by DSD or any other suitable tool. Contained within the data quality evaluation framework, is an evaluation questionnaire tool that is available for managers to assess new sources of data. The quality review process is an important step because it helps the agency to determine the value of the data, which in turn, helps to rationalize potential costs.

The audit reviewed the 12 acquisition files to determine whether a quality assessment was completed prior to obtaining the data. Overall, the audit found that program managers were generally not using DSD's data quality evaluation questionnaire or any other suitable framework. Four of the 12 files had documentation to demonstrate that a quality review took place. Of the four files that had completed a quality review, three were administrative data and one was publicly available data. The remaining eight files did not contain documentation to demonstrate that a quality review was completed prior to signing the data acquisition agreement. Through consultation with DSD, we were informed that statistical program managers were not using the standard evaluation questionnaire because of a perceived time burden. The audit also found cases in which the individuals responsible for the quality review were no longer in their roles resulting in documentation not being available. Without consistently evaluating the quality of data from alternative sources, there is a risk that statistical programs may acquire data that are incomplete or incompatible with their programming needs.

DSD has since taken steps to address this by updating the quality evaluation questionnaire to ensure it is more streamlined. In interviews with DSD they have stated that the updated quality evaluation framework, as developed by the Modern Statistical Methods and Data Science Branch, will be completed by the end of fiscal year 2019-2020 and the intent is to have it available for use in early 2020.

Recommendation 4

It is recommended to the Assistant Chief Statistician, Analytical Studies, Methodology and Statistical Infrastructure to ensure that the data quality evaluation questionnaire is updated and that agency employees are aware of the requirement to assess data for quality and statistical usability prior to acquiring data from alternative sources.

Management response

Management agrees with the recommendation.

• 4.1 Employees will be informed regarding their roles and responsibilities associated with the quality assessment of data from alternative sources. Accountability regarding the documentation and registration of the quality assessment process will be embedded in the updated data governance process for the acquisition of data from alternative sources.

Deliverables and timeline

The Director of the Data Stewardship Division, Director of the Office of the Chief Editor and the Director of International cooperation and Methodology Innovation Centre will:

• Develop a communication plan by May 2020 to inform managers regarding:
  • specific requirements associated with the quality assessment of data sources;
  • the quality assessment tools available; and,
  • the corporate tools available to register the quality assessment evaluation document.
• Communicate activities defined in the communication plan by March 2021.

Appendices

Appendix A: Audit criteria

Audit criteria

Control objectives / Core controls / Criteria	Sub-criteria	Policy instruments/Sources
Audit objective: Provide reasonable assurance to the Chief Statistician and the Departmental Audit Committee that management has adequate processes and controls in place to support the strategic, transparent and timely acquisition of data from alternative sources while ensuring the sound stewardship of public assets and agency interests.
1. An effective governance framework is in place over the acquisition of data from alternative sources to support agency objectives.	1.1 Oversight bodies are in place and have clearly communicated mandates that include roles with respect to risk management and control. 1.2 Management requests and receives sufficient, complete, timely and accurate information from oversight bodies to inform risk-based decision making in relation to acquiring data from alternative sources. 1.3 Roles, responsibilities and accountabilities, as defined in key policy instruments, are clearly understood.	Audit Criteria related to Management Accountability Framework (MAF): A tool for Internal Auditors Statistics Canada's Quality Assurance Framework
2. Employees are provided with the necessary processes, tools and training to support the acquisition of data from alternative sources.	2.1 A comprehensive training plan is in place to support agency officials related to their work in negotiating data acquisition agreements. 2.2 The training plan is being provided to employees across the agency. 2.3 The training plan incorporates feedback and lessons learned from agency officials, in order to address specific challenges/barriers in negotiating data acquisition agreements. 2.4 Employees have access to and are aware of sufficient processes and tools such as software, equipment and standard operating procedures to support their work in negotiating data acquisition agreements.
3. Processes and controls are in place and working effectively to ensure that the agency's interests are protected when acquiring data from alternative sources.	3.1 Data from alternative sources acquisitions are formally documented. 3.2 There is appropriate legal oversight of data acquisitions to ensure adequate protection to the agency. 3.3 There is appropriate financial oversight of data acquisitions to ensure adequate protection to the agency. 3.4 The quality of administrative/ data from alternative sources is assessed prior to its acquisition.

Appendix B: Initialisms

CS

Chief Statistician

CSSD

Corporate Support Services Division

DAC

Data Acquisition Committee

DSD

Data Stewardship Division

SCDS

Statistics Canada Data Strategy

OPMIC

Office of Privacy Management and Information Coordination

Reporting entity

1. Indicate which type of corporation this report covers.

1. A single corporation
2. Part of a corporation
3. A consolidated family of corporations
4. Other (specify)

2. Is the reporting entity part of a Canadian consolidation?

1. Yes
2. No

3. Does this reporting entity have investments in partnerships or joint ventures?

1. Yes
2. No

4. Indicate the accounting standard used to complete this questionnaire.

1. International Financial Reporting Standards (IFRS)
2. Accounting Standards for Private Enterprises (ASPE)
3. United States Generally Accepted Accounting Principles (U.S. GAAP)
4. Other (specify)

5. Indicate the currency used to complete this survey.

1. Canadian dollars
2. U.S. dollars

6. What are the start and end dates of this enterprise's reporting period for the quarter ending:

From: YYYY-MM-DD to YYYY-MM-DD

Assets

7. Report your assets

1. Cash and deposits – Canadian currency
2. Cash and deposits – foreign currency
3. Accounts receivable
4. Allowance for credit losses on receivables
5. Canadian investments in non-affiliates ─ debt securities issued by the Government of Canada
   • e.1 Term-to-maturity of less than one year
   • e.2 Term-to-maturity of one year or more
6. Canadian investments in non-affiliates ─ debt securities issued by provincial and municipal governments
   • f.1 Term-to-maturity of less than one year
   • f.2 Term-to-maturity of one year or more
7. Canadian investments in non-affiliates ─ debt securities issued by corporations, trusts or others
   • g.1 Term-to-maturity of less than one year
   • g.2 Term-to-maturity of one year or more
8. Canadian investments in non-affiliates ─ corporate shares, fund or trust units and other equity
   • h.1 Publicly traded
   • h.2 Other equity
9. Canadian investments in non-affiliates ─ other investments
10. Foreign investments in non-affiliates ─ debt securities
    • j.1 Term-to-maturity of less than one year
    • j.2 Term-to-maturity of one year or more
11. Foreign investments in non-affiliates ─ other investments
12. Derivative assets
13. Reverse repurchase agreements
14. Mortgage loans to non-affiliates ─ secured by property in Canada
    • n.1 Residential ─ NHA insured
    • n.2 Residential ─ non-NHA insured
    • n.3 Non-residential
15. Mortgage loans to non-affiliates ─ secured by property outside Canada
16. Mortgage loans to non-affiliates ─ accumulated allowance for credit losses
17. Non-mortgage loans to non-affiliates
    • q.1 To individuals and unincorporated businesses ─ credit cards
    • q.2 To individuals and unincorporated businesses ─ lines of credit
    • q.3 To individuals and unincorporated businesses ─ other loans
    • q.4 To corporations
    • q.5 To others
18. Non-mortgage loans to non-affiliates ─ accumulated allowance for credit losses
19. All other assets
    Specify all major items within other assets
20. Other allowances for credit losses
    Total assets

Liabilities and equity

8. Report your liabilities.

1. Accounts payable
2. Amounts owing to affiliates
   • b.1 In Canada
   • b.2 Outside Canada
3. Borrowing from non-affiliates ─ mortgage loans
   • c.1 Residential
   • c.2 Non-residential
4. Borrowing from non-affiliates ─ non-mortgage loans and overdrafts
   • d.1 From lenders in Canada ─ banks
   • d.2 From lenders in Canada ─ credit unions
   • d.3 From lenders in Canada — other lenders in Canada
   • d.4 From lenders outside Canada
5. Borrowing from non-affiliates ─ asset-backed securities
   • e.1 Term-to-maturity of less than one year
   • e.2 Term-to-maturity of one year or more
6. Borrowing from non-affiliates ─ subordinated debt
7. Borrowing from non-affiliates ─ other borrowings
8. Derivative liabilities
9. Obligations related to repurchase agreements
10. Accrued pension liability
11. Non-pension post retirement benefits
12. All other liabilities
    Specify all major items within other liabilities
    Total liabilities

9. Report your equity.

1. Share capital
   • a.1 Preferred
   • a.2 Common
2. Accumulated other comprehensive income
3. Retained earnings
   • c.1 Opening balance
   • c.2 Net income (loss) for the current period
   • c.3 All other additions (deductions)
     Specify all major items within other additions (deductions)
   • c.4 Reinvestment of income in additional trust equity units
4. Dividends declared
   • d.1 Cash ─ preferred shares
   • d.2 Cash ─ common shares
   • d.3 Other dividends
     Closing balance
     Total equity
5. Total liabilities and total equity

Income statement 

10. What period does this income statement cover?

From: YYYY-MM-DD to YYYY-MM-DD

11. Report your revenue.

1. Interest revenue from Canadian sources
   • a.1 Debt securities
   • a.2 Mortgages
   • a.3 Consumer loans
   • a.4 Other interest revenue
2. Interest revenue from foreign sources
3. Dividends
   • c.1 From Canadian corporations
   • c.2 From foreign corporations
4. Gains and losses ─ fair value adjustments
   • d.1 Realized
   • d.2 Unrealized
5. Gains and losses ─ foreign exchange
   • e.1 Realized
   • e.2 Unrealized
6. All other revenues
   Specify all major items within other revenues
   Total revenue

12. Report your expenses.

1. Depreciation and amortization
   • a.1 Depreciation
   • a.2 Amortization ─ intangible assets
   • a.3 Amortization ─ other
2. Software and research development
3. Interest expense
   • c.1 Asset-backed securities ─ debt securities with term-to-maturity of less than one year
   • c.2 Asset-backed securities ─ debt securities with term-to-maturity of one year or more
   • c.3 Subordinated debt
   • c.4 Other interest expense
4. All other expenses
   Specify all major items within other expenses
   Total expenses

13. Report your income. 

1. Net income (loss)
   • a.1 Attributable to non-controlling interest
   • a.2 Attributable to equity shareholders
2. Other comprehensive income
   • b.1 Items that will not be reclassified to net earnings
   • b.2 Items that may be reclassified subsequently to net earning
   • b.3 Reclassification of realized (gains) losses to net earnings
   • b.4 Income taxes
3. Comprehensive income
   • c.1 Attributable to non-controlling interest
   • c.2 Attributable to equity shareholders
   
   Disclosure of selected accounts

14. Report other disclosures.

1. Equity method dividends
   • a.1 Canadian dividends
   • a.2 Foreign dividends
2. Capitalized expenses for software, research and development

15. Allocate the changes to selected assets and liabilities.

1. Canadian and foreign investments in non-affiliates ─ debt securities
   • a.1 Initial balance
   • a.2 Net (purchases-sales or issuances-repayments and other changes)
   • a.3 Fair value adjustments and foreign exchange valuation adjustments
   • a.4 Other adjustments
     Closing balance
   • a.5 Realized gains and losses
2. Canadian and foreign investments in non-affiliates ─ corporate shares, funds or trust units and other equity
   • b.1 Initial balance
   • b.2 Net (purchases-sales or issuances-repayments and other changes)
   • b.3 Fair value adjustments and foreign exchange valuation adjustments
   • b.4 Other adjustments
     Closing balance
   • b.5 Realized gains and losses
3. Canadian and foreign investments in non-affiliates ─ other investments in non-affiliates
   • c.1 Initial balance
   • c.2 Net (purchases-sales or issuances-repayments and other changes)
   • c.3 Fair value adjustments and foreign exchange valuation adjustments
   • c.4 Other adjustments
     Closing balance
   • c.5 Realized gains and losses
4. Mortgage loans to non-affiliates
   • d.1 Initial balance
   • d.2 Net (purchases-sales or issuances-repayments and other changes)
   • d.3 Fair value adjustments and foreign exchange valuation adjustments
   • d.4 Other adjustments
     Closing balance
   • d.5 Realized gains and losses
5. Non-mortgage loans to non-affiliates
   • e.1 Initial balance
   • e.2 Net (purchases-sales or issuances-repayments and other changes)
   • e.3 Fair value adjustments and foreign exchange valuation adjustments
   • e.4 Other adjustments
     Closing balance
   • e.5 Realized gains and losses
6. Other assets
   • f.1 Initial balance
   • f.2 Net (purchases-sales or issuances-repayments and other changes)
   • f.3 Fair value adjustments and foreign exchange valuation adjustments
   • f.4 Other adjustments
     Closing balance
   • f.5 Realized gains and losses
7. Asset-backed securities
   • g.1 Initial balance
   • g.2 Net (purchases-sales or issuances-repayments and other changes)
   • g.3 Fair value adjustments and foreign exchange valuation adjustments
   • g.4 Other adjustments
     Closing balance
   • g.5 Realized gains and losses
8. Other liabilities
   • h.1 Initial balance
   • h.2 Net (purchases-sales or issuances-repayments and other changes)
   • h.3 Fair value adjustments and foreign exchange valuation adjustments
   • h.4 Other adjustments
     Closing balance
   • h.5 Realized gains and losses
9. Derivatives (assets and liabilities)
   • i.1 Initial balance
   • i.2 Net (purchases-sales or issuances-repayments and other changes)
   • i.3 Fair value adjustments and foreign exchange valuation adjustments
   • i.4 Other adjustments
     Closing balance
   • i.5 Realized gains and losses

Statistics Canada is organized based on a professional services model with multiple service pathways delivered by service entities with functional or portfolio-based service delivery responsibilities. The main organizational units at Statistics Canada are the contact centre, regional offices, subject-matter areas in Ottawa, the media line, and the microdata access network. These organizational units are responsible for managing enquiries and providing services according to the agency's service standards. Within this decentralized structure, each function (subject matter divisions and regional offices) has its own or shared client service unit. Each one is responsible for organizing itself according to the resources available, the volume of requests, the expertise required to respond to requests and the level of knowledge of client service representatives (generalists or experts). The structure requires extensive information exchange between functions to coordinate and route requests based on the required level of expertise.

The Evaluation Division of Statistic Canada's Audit and Evaluation Branch conducted an independent evaluation of the agency's client service delivery. The primary objective of the evaluation was to provide a neutral, evidence-based analysis of the relevance and performance of the organization's client service delivery environment in support of decision making, accountability and improvement. The evaluation was conducted in accordance with the Treasury Board Secretariat's Policy on Results (2016) and Statistics Canada's Risk-Based Audit and Evaluation Plan (2018/2019 to 2022/2023).

The evaluation found that clients of Statistics Canada want fast, reliable, consistent, transparent and professional service at a reasonable cost. While they were satisfied with the professionalism of staff and the quality of the information and services provided, more complex requests (including those for customized products and expert advice) were sometimes challenging. Consistency, transparency, timeliness, communication and cost of services were all areas requiring improvement. The evaluation found some fundamental gaps in the organization: little evidence of an overarching strategy for client service delivery at the agency level, a lack of clarity around roles and responsibilities, inconsistent processes and tools resulting in a fragmented delivery of services, and gaps in corporate governance and leadership.

The evaluation proposed three recommendations:

Recommendation 1:

An agency-wide client service delivery strategy or plan is developed that covers governance and leadership, agency-level objectives, standards including targets, performance measures, roles and responsibilities, and communications. The strategy should focus on creating a more holistic and consistent approach that addresses the various issues highlighted during the evaluation, such as timeliness, transparency, consistency and costs.

Recommendation 2:

The agency's new CRMS is aligned to the strategy in Recommendation 1 and thus supports a more holistic and consistent approach.

Recommendation 3:

The quality and coverage of information in the CRMS are improved, and the awareness among managers about the CRMS is increased.

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?

Section A

A2_Q01a I would like to start with some general questions. Can you please tell me in which year you were born?

• Year:
  (MIN: 1954)
  (MAX: 2004)
• DK
• RF

A2_Q01b And in which month were you born?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK
• RF

A2_Q01bCAX2 Which of the following age groups are you in?

• Less than 16 years
• 16-24
• 25-34
• 35-44
• 45-54
• 55-65
• 66 and over
• DK
• RF

A2_I01bCAX3 Thank you for your time. Unfortunately, this survey focuses on people between 16 and 65 years of age.

A2_N02 Is the respondent male or female?

• Male
• Female
• DK
• RF

A2_Q03a Were you born in Canada?

• Yes
• No
• DK
• RF

A2_Q03bCA In what country were you born?

• India
• China
• Philippines
• Hong Kong
• Pakistan
• Iran
• United States
• Syria
• United Kingdom
• France
• Other - specify
• DK
• RF

A2_S03b What country was that?

• DK
• RF

A2_Q03CAX1 Are you now, or have you ever been a landed immigrant in Canada?

• Yes
• No
• DK
• RF

A2_Q03CAX2 In what year did you first become a landed immigrant in Canada?

• Year
  (MIN: 1950)
  (MAX: 2021)
• DK
• RF

A2_Q03c How old were you when you first came to Canada to live or in which year did you come? You may have first come to live in Canada on a work or study permit or as a refugee claimant (asylum seeker).

• Age
  (MIN: 0)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1955)
  (MAX: 2020)
• DK
• RF

A2_Q03d Was your mother born in Canada?

• Yes
• No
• DK
• RF

A2_Q03e Was your father born in Canada?

• Yes
• No
• DK
• RF

A2_Q04a1CA What is the language that you first learned at home in childhood And Still Understand?

• English
• French
• Mandarin
• Cantonese
• Tagalog (Pilipino, Filipino)
• Spanish
• Punjabi
• Arabic
• Italian
• German
• Persian (Farsi)
• Portuguese
• Other - specify
• DK
• RF

A2_S04a1 What language was that?

• DK
• RF

A2_N04a2 Did the respondent mention more than 1 language?

• Yes
• No
• DK
• RF

A2_Q04a2CA What is the second language that you first learned at home in childhood And Still Understand?

• English
• French
• Mandarin
• Cantonese
• Tagalog (Pilipino, Filipino)
• Spanish
• Punjabi
• Arabic
• Italian
• German
• Persian (Farsi)
• Portuguese
• Other - specify
• DK
• RF

A2_S04a2 What language was that?

• DK
• RF

A2_Q04bCA What language do you speak most often at home?

• English
• French
• Mandarin
• Cantonese
• Tagalog (Pilipino, Filipino)
• Spanish
• Punjabi
• Arabic
• Italian
• German
• Persian (Farsi)
• Portuguese
• Other - specify
• DK
• RF

A2_S04b What language is that?

• DK
• RF

A2_Q04bCAX1 How would you rate your current reading skills in English/French? Are they …

• Cannot read in English/French
• poor
• fair
• good
• very good
• DK
• RF

A2_Q04bCAX2 How would you rate your current writing skills in English/French? Are they …

• Cannot write in English/French
• poor
• fair
• good
• very good
• DK
• RF

A2_Q04bCAX3 How would you rate your current ability to speak in English/French? Is it…

• Cannot speak in English/French
• poor
• fair
• good
• very good
• DK
• RF

A2_Q04bCAX4 How would you rate your current reading skills in French/English? Are they …

• Cannot read in French/English
• poor
• fair
• good
• very good
• DK
• RF

A2_Q04bCAX5 How would you rate your current writing skills in French/English? Are they …

• Cannot write in French/English
• poor
• fair
• good
• very good
• DK
• RF

A2_Q04bCAX6 Are you an Aboriginal person, that is, First Nations, Métis or Inuit? First Nations include Status and Non-Status Indians.

• No, not an Aboriginal person
• Yes, First Nations (North American Indian)
• Yes, Métis
• Yes, Inuit (Inuk)
• DK
• RF

A2_Q04bCAX7 Are you a Status Indian (Registered or Treaty) as defined by the Indian Act of Canada?

• Yes, Status Indian (Registered or Treaty)
• No
• DK
• RF

A2_Q04bCAX8 Are you a member of a First Nation/Indian Band?

• Yes
• No
• DK
• RF

A2_Q04bCAX9 What First Nation or Indian Band are you a member of?

• DK
• RF

Section B

B2_I01a I would now like to ask you some questions about your education.

B2_Q01CA1 Have you graduated from high school (secondary school) including high school equivalency?

• Yes
• No
• DK
• RF

B2_Q01CA2 What is the highest grade of elementary, junior high or high school that you have ever completed?

• Less than Grade 6
• Grade 6
• Grade 7-8 (Secondary 1 or 2 in QUE)
• Grade 9 (Secondary 3 in QUE or Senior 1 in MAN)
• Grade 10 - 13 (Secondary 4 or 5 in QUE, Senior 2, 3 or 4 in MAN, Level I, II or III in NFLD, OAC in ONT)
• DK
• RF

B2_Q01CA3 In what province or territory were you last in high school or junior high school?

• Newfoundland and Labrador
• Prince Edward Island
• Nova Scotia
• New Brunswick
• Quebec
• Ontario
• Manitoba
• Saskatchewan
• Alberta
• British Columbia
• Yukon
• Northwest Territories
• Nunavut
• U.S.A.
• Outside Canada/U.S.A.
• DK
• RF

B2_Q01CA4 Was the high school or secondary school diploma you received a vocational diploma, or an attestation of vocational training, or a diploma of vocational studies (DVS)?

• Yes
• No
• DK
• RF

B2_Q01CA5 The response categories for the next question are on card #1a. After I read the question to you, please indicate your response choice from the list of options.

What is the highest certificate, diploma or degree you have obtained on this card?

• No formal education
• Less than high school diploma
• High school diploma or equivalency certificate
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma
• Non-university certificate or diploma from a college, school of nursing, technical institute
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

B2_Q01CA6 What type of Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma did you obtain? Was it...?

• Certificate of Apprenticeship or Certificate of Qualification (Journeyperson's designation)
• DEP/DVS, offered in Quebec
• ASP/AVS, offered in Quebec
• Other trades certificate or diploma
• DK
• RF

B2_Q01CA7 What type of CEGEP diploma or certificate did you obtain? Was it...?

• A pre-university college diploma
• A technical or career college diploma
• An Attestation of Collegial Studies (A.C.S.)
• Other
• DK
• RF

B2_Q01CA8 What is the normal length of time required to complete this certificate or diploma when taken full-time?

• Less than 6 months
• 6 months to less than 12 months
• One year
• Greater than one year but less than two years
• Two years
• Greater than two years but less than three years
• Three years or more
• DK
• RF

B2_Q02a Besides this certificate, diploma or degree, have you completed any other certificates, diplomas or degrees on this card?

• Yes
• No
• DK
• RF

B2_Q02bCA1 Which other certificates, diplomas or degrees have you obtained? Please name all that apply.

• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

B2_Q02bCA2 What type of Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma did you obtain? Was it...?

• Certificate of Apprenticeship or Certificate of Qualification (Journeyperson's designation)
• DEP/DVS, offered in Quebec
• ASP/AVS, offered in Quebec
• Other trades certificate or diploma, from a program of less than 2 years
• Other trades certificate or diploma, from a program of 2 years or more
• DK
• RF

B2_Q02bCA3 What type of CEGEP diploma or certificate did you obtain? Was it...?

• A pre-university college diploma
• A technical or career college diploma
• An Attestation of Collegial Studies (A.C.S.)
• Other
• DK
• RF

B2_I03 I would now like to ask you some questions about your highest certificate, diploma or degree.

B2_Q03a Did you obtain this education in Canada?

• Yes
• No
• DK
• RF

B2_Q03bCA In which country did you obtain your highest certificate, diploma or degree?

• India
• China
• Philippines
• Hong Kong
• Pakistan
• Iran
• United States
• Syria
• United Kingdom
• France
• Other - specify
• DK
• RF

B2_S03b What country was that?

• DK
• RF

B2_Q04a Which of the following categories would best represent the field of study of this highest certificate, diploma or degree?

• Economics, Business and Administration
  (e.g., retail, commerce, finance, office administration, marketing, accounting, insurance)
• Law
  (e.g., labour law, paralegal training)
• Health
  (e.g., medicine, nursing, paramedical, pharmacy, dental studies, veterinary, psychiatry)
• Welfar
  e (e.g., social work, youth work, elderly care, child care)
• Social and Behavioral Science
  s (e.g., political science, psychology, cultural studies)
• Journalism and Information
  (e.g., communication science, library studies, museum studies)
• Information and Communications Technologies (ICT)
  (e.g., computer programming, software development, network design, database administration, informatics, computer science)
• Natural Sciences, Mathematics and Statistics
  (e.g., biology, earth sciences, chemical lab technology)
• Engineering and Manufacturing
  (e.g., electronics, car mechanics, tool making, mining, civil engineering)
• Construction
  (e.g., architecture, masonry, plumbing)
• Agriculture, Forestry, Fisheries and Environmental Studies
  (e.g., farming, horticulture, animal care, environmental protection)
• Personal and Community Services
  (e.g., hairdressing, hotel management, sports, tourism, cooking, waste management, cleaning, sewing, occupational health and safety)
• Security and Transport
  (e.g., police, army training, air traffic control, crane and truck driving, railway operations)
• Education and Teacher Training
  (e.g., special education, teaching assistant, elementary teacher education, didactics)
• Humanities, Languages and Arts
  (e.g., history, translation, music, graphic design, printing, handicrafts)
• No main area of study or emphasis, it was a general education program
  (e.g., general studies)
• DK
• RF

B2_Q04aCAX More specifically, or in your own words, what was the main field of study or specialization of this highest certificate, diploma or degree?

• DK
• RF

B2_Q04b How old were you or what year was it when you obtained your highest certificate, diploma or degree?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

B2_Q04c And in which month was that?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK
• RF

B2_Q04cCAX1 What is the highest level of education you attained outside of Canada?

• I have done all my schooling in Canada.
• No formal education
• Some elementary school or elementary school
• Some high school
• High school diploma or equivalency certificate
• Some trade/vocational, college, or university (no certificate/diploma or degree)
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• Non-university certificate or diploma from a college, school of nursing, technical institute
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

B2_Q04cCAX2 In what country did you attain this level of education?

• India
• China
• Philippines
• Hong Kong
• Pakistan
• Iran
• United States
• Syria
• United Kingdom
• France
• Other - specify
• DK
• RF

B2_S04cCAX2 What country was that?

• DK
• RF

B2_Q05a Are you currently enrolled in a program of study? By program of study we mean a series of courses taken towards a diploma, certificate, degree or license, which normally takes more than 3 months to complete.

• Yes
• No
• DK
• RF

B2_Q05bCA Which certificate, diploma or degree are you currently studying for?

• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

B2_Q05c Which of the following categories would best represent the field of study of this certificate, diploma or degree?

• Economics, Business and Administration
  (e.g., retail, commerce, finance, office administration, marketing, accounting, insurance)
• Law
  (e.g., labour law, paralegal training)
• Health
  (e.g., medicine, nursing, paramedical, pharmacy, dental studies, veterinary, psychiatry)
• Welfare
  (e.g., social work, youth work, elderly care, child care)
• Social and Behavioral Sciences
  (e.g., political science, psychology, cultural studies)
• Journalism and Information
  (e.g., communication science, library studies, museum studies)
• Information and Communications Technologies (ICT)
  (e.g., computer programming, software development, network design, database administration, informatics, computer science)
• Natural Sciences, Mathematics and Statistics
  (e.g., biology, earth sciences, chemical lab technology)
• Engineering and Manufacturing
  (e.g., electronics, car mechanics, tool making, mining, civil engineering)
• Construction
  (e.g., architecture, masonry, plumbing)
• Agriculture, Forestry, Fisheries and Environmental Studies
  (e.g., farming, horticulture, animal care, environmental protection)
• Personal and Community Services
  (e.g., hairdressing, hotel management, sports, tourism, cooking, waste management, cleaning, sewing, occupational health and safety)
• Security and Transport
  (e.g., police, army training, air traffic control, crane and truck driving, railway operations)
• Education and Teacher Training
  (e.g., special education, teaching assistant, elementary teacher education, didactics)
• Humanities, Languages and Arts
  (e.g., history, translation, music, graphic design, printing, handicrafts)
• No main area of study or emphasis, it was a general education program
  (e.g., general studies)
• DK
• RF

B2_Q06a Did you ever start studying for any kind of certificate, diploma or degree but leave before completing it?

• Yes
• No
• DK
• RF

B2_Q06bCA What was the certificate, diploma or degree you started studying for? If there was more than one, please report the last one.

• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

B2_Q06c When you stopped studying for this certificate, diploma or degree, how old were you, or what year was it?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1960)
  (MAX: 2020)
• DK
• RF

B2_Q06d And in which month was that?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK
• RF

B2_I07 In the previous questions, we have talked about your certificates, diplomas or degrees. I would now like to turn to a DIFFERENT kind of organized learning activity, namely training activities, such as courses, webinars, workshops, lectures or private lessons. These activities can be job-related or for your personal interest. Please look at card #4, which provides examples.

B2_Q08a During the last 12 months, that is since MonthYear, have you participated in any training activity? Include any training activity, even if it lasted for only one hour. Please also include training activities that are still ongoing.

• Yes
• No
• DK
• RF

B2_Q08b During the last 12 months, that is since MonthYear, in how many training activities have you participated? Include any training activity, even if it lasted for only one hour. Please also include training activities that are still ongoing.

• Number of training activities:
  (MIN: 1)
  (MAX: 99)
• DK
• RF

B2_Q09 Have you participated in any training activity at ANY point in your life?

• Yes, within the last 5 years
• Yes, more than 5 years ago
• No
• DK
• RF

B2_I10 I am now going to ask some questions about this training activity. / I am now going to ask some questions about the last training activity you participated in. If you are currently participating in a training activity, the following questions refer to this training activity.

B2_Q10 What was the MAIN focus of this training activity? Please name only one.

• Computer or software skills
• Operating machinery or equipment
• Project management or organizational skills, e.g., time management
• Teamwork or leadership skills, e.g., conflict resolution
• Handling customers, clients, patients or students
• Communication and presentation skills
• Security, e.g., work safety or first aid
• Foreign language
• Reading and writing skills
• Skills involving numbers or calculations
• Sports
• Creative or musical skills, e.g., crafts
• Other focus
• DK
• RF

B2_Q11 Was this training activity mainly job-related? "Job-related" can refer to your specific job, but also to improving career and employment chances in general.

• Yes
• No
• DK
• RF

B2_Q12 Could you please specify your main reason for participating in this training activity?

• To improve my job or career opportunities
• To improve my knowledge or skills on a subject that interests me
• To better carry out my regular work tasks
• To better deal with new or changing work tasks
• To obtain or to renew a certificate
• I was obliged to participate.
• Other reason
• DK
• RF

B2_Q13a How was this training activity organized?

• As in-person training, meaning an instructor conducted the training face-to-face
• As distance education, for example, an online course
• As a combination of in-person training and distance education
• DK
• RF

B2_Q13d Did this training activity involve recurring sessions over several weeks or months, or did it take place on one day or several consecutive days?

• Recurring sessions over several weeks or months
• On one day or several consecutive days
• None of the above - there were no specified course times
• DK
• RF

B2_Q15 When you participated in this training activity, what was your employment status?

• Full-time employed
• Part-time employed
• Self-employed or working for a family business
• Unemployed
• Other
• DK
• RF

B2_Q16a Did this training activity take place in your normal work environment?

• Yes
• No
• DK
• RF

B2_Q16b When did this training activity take place?

• Only during your paid working hours
• Mostly during your paid working hours
• Mostly outside your paid working hours
• Only outside your paid working hours
• DK
• RF

B2_Q16c In this training activity, did you learn how to better carry out your work tasks by using computerized equipment or digitally supported processes?

• Yes
• No
• DK
• RF

B2_Q17 How useful was this training activity for your job? Was it not useful at all, somewhat useful, moderately useful or very useful?

• Not useful at all
• Somewhat useful
• Moderately useful
• Very useful
• DK
• RF

B2_Q18 Did you receive a certificate for participating in this training activity?

• Yes
• No
• Not applicable, I am still participating.
• DK
• RF

B2_Q20 There can be different costs associated with participating in a training activity, for example, tuition fees, expenses for books or travel costs. Who paid for this training activity? Please name all that apply.

• You personally
• Your employer
• Public employment agency
• Other public sources (e.g., trade unions or associations)
• Other private sources (e.g., family members)
• Others
• There were no such costs
• DK
• RF

B2_Q21 In total, how many hours did this training activity approximately last? Exclude time spent on homework or travel. For example, if you participated in a 10-week course consisting of 2 hours per week, please count this as 20 hours.

• Hours:
  (MIN: 1)
  (MAX: 999)
• DK
• RF

B2_Q22 In the last 12 months, were there any training activities you wanted to participate in but did not?

• Yes
• No
• DK
• RF

B2_Q23 Which of the following reasons prevented you from participating in these training activities? Please indicate the most important reason.

• I did not find any suitable training activity
• I had no time due to family responsibilities
• I had no time due to work-related reasons
• I did not have the prerequisites
• Lack of employer's support
• Training activity would have been too expensive
• Training activity took place at an inconvenient time or location
• Training activity was cancelled or postponed
• Something unexpected came up that prevented me from participating
• Other reason
• DK
• RF

Section C

C2_I01 I would now like to ask some questions about your activities last week, that is, the 7 days ending last Sunday.

C2_Q01a In the last week, did you do any PAID work for at least one hour, either as an employee or through self-employment?

• Yes
• No
• DK
• RF

C2_Q01b Last week, were you away from a job or business that you plan to return to?

• Yes
• No
• DK
• RF

C2_Q01c Last week, did you do any UNPAID work for at least one hour for a business that you own or a relative owns?

• Yes
• No
• DK
• RF

C2_Q02a In the 4 weeks ending last Sunday, were you ACTIVELY looking for paid work at any time? For example, by contacting employers or agencies by placing or answering job ads. This activity could have been done online, in person, by telephone, etc.

• Yes
• No
• DK
• RF

C2_Q02b In these 4 weeks, were you waiting to start a job for which you had already been hired?

• Yes
• No
• DK
• RF

C2_Q03 In the last 4 weeks, for which of the following reasons did you not look for work?

• I was waiting for the results of an application for a job or was being assessed by a training agent
• I was a student
• I was looking after the family or home
• I was temporarily sick or injured
• I have a long-term illness or disability
• I did not believe any jobs were available
• I did not get around to looking yet
• I did not need employment
• I retired from paid work
• Other reason
• DK
• RF

C2_Q04 How many months in total have you been looking for paid work?

• Months:
  (MIN: 0)
  (MAX: 99)
• DK
• RF

C2_Q05 If a job had been available in the week ending last Sunday, would you have been able to start within 2 weeks?

• Yes
• No
• DK
• RF

C2_Q06 In the last week, did you have one job or one business or was there more than one? Please only consider paid work.

• One job or business
• More than one job or business
• DK
• RF

C2_Q07CA Please look at this card and tell me which ONE of the statements best describes your current situation. If more than one statement applies to you, please indicate the statement that best describes how you see yourself.

• Full-time employed (self-employed, employee)
• Part-time employed (self-employed, employee)
• Unemployed
• Pupil, student
• Apprentice, intern
• In retirement or early retirement
• Permanently disabled
• In compulsory community service
• Fulfilling domestic tasks or looking after children/family
• Other
• DK
• RF

C2_Q08a In the last 5 years, have you ever been out of work for a continuous period of 3 months or longer? Do not include paid leave like parental leave or sick leave, or time during which you were studying full time.

• Yes
• No
• DK
• RF

C2_Q08b In the last 5 years, what is the total amount of time you have been out of work?

• 3 to 6 months
• 7 to 11 months
• 1 to 2 years
• 3 to 5 years
• DK
• RF

C2_Q09a Have you ever had paid work? Please include self-employment.

• Yes
• No
• DK
• RF

C2_Q09b During the last 12 months, that is since Month Year, did you have any paid work? Please include self-employment.

• Yes
• No
• DK
• RF

C2_Q09bCAX Have you ever worked at a job or business in Canada?

• Yes
• No
• DK
• RF

C2_Q09c When you stopped working in your last paid job, how old were you or what year was it?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

C2_Q10 In total, for approximately how many years have you had paid work? Only include those years where 6 months or more was spent in either full-time or part-time work.

• Approximate number of years:
  (MIN: 0)
  (MAX: 55)
• DK
• RF

C2_Q10CAX1 Considering all jobs you have held (both inside and outside Canada), how many years of full-time work experience do you have?

• Years:
  (MIN: 0)
  MAX: 65)
• DK
• RF

C2_Q10CAX2 Now considering all jobs you have held in Canada, how many years of full-time work experience do you have in Canada?

• Years:
  (MIN: 0)
  (MAX: 60)
• DK
• RF

C2_Q11 In the last 12 months, that is since Month Year, did you receive Employment Insurance benefits, disability benefits, social assistance and provincial supplements, income from other government sources, Canada Pension Plan, Quebec Pension Plan, Old Age Security, Guaranteed Income Supplement or Allowance for people aged 60 to 64?

• Yes
• No
• DK
• RF

C2_Q12 In the last 5 years, for how many different firms or organizations did you work? Include your own business or businesses in the case of self-employment.

• Number of firms or organizations:
  (MIN: 1)
  (MAX: 90)
• DK
• RF

Section D

D2_I01a The next questions are about the job or business where you worked THE MOST HOURS in the last week. If you had two jobs or businesses where you worked the same amount of time, choose the job or business where you earned most. We will refer to this as 'your current job' or 'your current business'. / The next questions are about the job or business where you worked during the last week. We will refer to this as 'your current job' or 'your current business'.

D2_Q01a What is your job title? (Give full description or occupational title, e.g., office clerk, machine operator or computer programmer.)

• DK
• RF

D2_Q01b What are your most important responsibilities? (Give full description, e.g., filing documents, drying vegetables or examining forests.)

• DK
• RF

D2_Q02aCAX For whom do you work? (Give name of business, government department or agency, or person.)

• DK
• RF

D2_Q02a What kind of business, industry or service is this? (Give full description, e.g., fish canning plant, automobile manufacturing plant or municipal government.)

• DK
• RF

D2_Q02b What does this business or industry mainly make or do? Give a full description.

• DK
• RF

D2_Q03 In which sector of the economy do you work? Is it ...

• The private sector (for example a company)
• The public sector (for example the local government or a public school)
• A non-profit organization (for example a charity, professional association or religious organization)
• DK
• RF

D2_Q04 Are you working as an employee or are you self-employed?

• Employee
• Self-employed
• DK
• RF

D2_Q05a At what age or in which year did you start working for your current employer?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

D2_Q05a3 And in which month was that?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK
• RF

D2_Q05b At what age or in which year did you start working in your current business?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

D2_Q05b3 And in which month was that?

• January
• February
• March
• April
• May
• June
• July
• August
• September
• October
• November
• December
• DK
• RF

D2_Q06a Since you started working for your current employer, have you moved to a different position?

• I now have a higher level position than when I started
• I now have a lower level position than when I started
• The level of my position has not changed since I started
• DK
• RF

D2_Q06b Since you started working for your current employer, have your tasks and responsibilities changed in a substantial way?

• Yes
• No
• DK
• RF

D2_Q06c Since you started working for your current employer, have you moved to a different unit or department?

• Yes
• No
• DK
• RF

D2_Q07a How many people work for your employer at the place where you work? Would that be …

• 1 to 10 people
• 11 to 49 people
• 50 to 249 people
• 250 to 499 people
• 500 to 999 people
• 1,000 and more people
• DK
• RF

D2_Q07b Over the last 12 months, has the number of people working at the place where you work ...

• Increased
• Decreased
• Stayed more or less the same
• DK
• RF

D2_Q07c Is the place where you work part of a larger firm or organization?

• Yes
• No
• DK
• RF

D2_Q08a Do you have employees working for you? Please include family members working paid or unpaid in the business.

• Yes
• No
• DK
• RF

D2_Q08b How many people do you employ? Would that be …

• 1 to 10 people
• 11 to 49 people
• 50 to 249 people
• 250 to 499 people
• 500 to 999 people
• 1,000 and more people
• DK
• RF

D2_Q09a Do you manage or supervise other employees?

• Yes
• No
• DK
• RF

D2_Q09b How many employees do you supervise or manage directly or indirectly? Would that be …

• 1 to 5 people
• 6 to 10 people
• 11 to 24 people
• 25 to 99 people
• 100 or more people
• DK
• RF

D2_Q10CA What kind of employment contract do you have?

• An indefinite contract (permanent)
• A fixed term contract, including seasonal contract
• A temporary contract (casual employment)
• A freelance, contractor and/or consultant contract
• An apprenticeship contract or other training scheme
• No contract
• Other - specify
• DK
• RF

D2_S10 Could you please specify what kind of contract you have?

• DK
• RF

D2_Q11 How many hours do you usually work per week in this job? Include any usual paid or unpaid overtime, but exclude lunch breaks or other breaks.

• Hours per week:
  (MIN: 1)
  (MAX: 125)
• DK
• RF

D2_Q12aCA Still talking about your current job: If applying today, what would be the usual educational qualification, if any, that someone would need to GET this type of job?

• No formal education or below grade 6
• Grade 6
• Less than high school diploma
• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

D2_Q12b Is this also the qualification that someone would need to DO this type of job satisfactorily?

• Yes
• No
• DK
• RF

D2_Q12cCA What would be the usual educational qualification, if any, that someone would need to DO this type of job satisfactorily?

• No formal education or below grade 6
• Grade 6
• Less than high school diploma
• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

D2_Q12d Supposing that someone with a sufficient level of qualification was applying today, how much related work experience would they need to GET this type of job?

• None
• Less than 1 month
• 1 to 6 months
• 7 to 11 months
• 1 or 2 years
• 3 years or more
• DK
• RF

D2_Q13 All things considered, how satisfied are you with your current work? Would you say you are …

• Extremely satisfied
• Satisfied
• Neither satisfied nor dissatisfied
• Dissatisfied
• Extremely dissatisfied
• DK
• RF

D2_Q14a What is the easiest way to report your usual gross wage or salary for your current job? Would it be …

• Per hour
• Per day
• Per week
• Per two weeks
• Per month
• Per year
• Piece rate
• I get no salary or wage at all
• DK
• RF

D2_S14a Could you please specify how many hours on average it takes to produce one piece?

• Hours:
  (MIN: 0)
  (MAX: 9999)
• DK
• RF

D2_Q14b What is your usual gross pay per hour? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per day? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per week? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per two weeks? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per month? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per year? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay per piece? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay. / What is your usual gross pay? Please give as good an approximation as you can. By gross, we mean before deductions for tax, social assistance contributions, and the like. Please include any regular overtime pay, regular bonuses, tips and commissions. Don't include annual bonuses such as 13th month or holiday pay.

• Approximate amount of Canadian Dollars:
  (MIN: 0)
  (MAX: 50000000)
• DK
• RF

D2_Q14c Would you be prepared to answer this question if we ask it in broad categories?

• Yes
• No
• DK
• RF

D2_Q14d1 How much would you estimate your usual gross pay per hour is?

• Less than $14
• $14 to less than $17
• $17 to less than $25
• $25 to less than $35
• $35 to less than $45
• $45 or more
• DK
• RF

D2_Q14d2 How much would you estimate your usual gross pay per day is?

• Less than $110
• $110 to less than $135
• $135 to less than $200
• $200 to less than $275
• $275 to less than $350
• $350 or more
• DK
• RF

D2_Q14d3 How much would you estimate your usual gross pay per week is?

• Less than $300
• $300 to less than $600
• $600 to less than $900
• $900 to less than $1,350
• $1,350 to less than $1,800
• $1,800 or more
• DK
• RF

D2_Q14d4 How much would you estimate your usual gross pay per two weeks is?

• Less than $600
• $600 to less than $1,200
• $1,200 to less than $1,800
• $1,800 to less than $2,700
• $2,700 to less than $3,600
• $3,600 or more
• DK
• RF

D2_Q14d5 How much would you estimate your usual gross pay per month is?

• Less than $1,400
• $1,400 to less than $2,500
• $2,500 to less than $3,800
• $3,800 to less than $5,800
• $5,800 to less than $7,800
• $7,800 or more
• DK
• RF

D2_Q14d6 How much would you estimate your usual gross pay per year is?

• Less than $5,000
• $5,000 to less than $16,000
• $16,000 to less than $38,000
• $38,000 to less than $65,000
• $65,000 to less than $97,000
• $97,000 or more
• DK
• RF

D2_Q15a In addition to your usual pay, do you receive any other payments related to this job, such as annual bonuses, e.g. a 13th month or holiday pay?

• Yes
• No
• DK
• RF

D2_Q15b In total, how much were these additional payments last year? Please think in terms of gross payments.

• Approximate amount of Canadian Dollars:
  (MIN: 1)
  (MAX: 1000000)
• DK
• RF

D2_Q15c Would you be prepared to answer this question if we ask it in broad categories?

• Yes
• No
• DK
• RF

D2_Q15d How much would you estimate these additional payments were last year? Please think in terms of gross payments. Were they …

• Less than $1,900
• $1,900 to less than $3,800
• $3,800 or more
• DK
• RF

D2_Q16a What were your total earnings last month from your current business after deducting all business expenses, but before deducting income taxes, social assistance contributions, and the like? / What were your total earnings last year from your current business after deducting all business expenses, but before deducting income taxes, social assistance contributions, and the like?

• Approximate amount of Canadian Dollars:
  (MIN: 0)
  (MAX: 25000000)
• DK
• RF

D2_Q16b Would you be prepared to answer this question if we ask it in broad categories?

• Yes
• No
• DK
• RF

D2_Q16c1 How much would you estimate your earnings last month were?

• Less than $1,400
• $1,400 to less than $2,500
• $2,500 to less than $3,800
• $3,800 to less than $5,800
• $5,800 to less than $7,800
• $7,800 or more
• DK
• RF

D2_Q16c2 How much would you estimate your earnings last year were?

• Less than $5,000
• $5,000 to less than $16,000
• $16,000 to less than $38,000
• $38,000 to less than $65,000
• $65,000 to less than $97,000
• $97,000 or more
• DK
• RF

Section E

E2_I01a The next questions are about the last job or business you had. This is the job or business you had in the last 12 months. / The next questions are about the last job or business you had. This is the job or business you had before you last stopped working. / The next questions are about the last job or business you had. This is the job or business you had in C2_Q09c2.

E2_Q01a What was your job title? (Give full description or occupational title, e.g., office clerk, machine operator or computer programmer.)

• DK
• RF

E2_Q01b What were your most important responsibilities? (Give full description, e.g., filing documents, drying vegetables or examining forests.)

• DK
• RF

E2_Q02aCAX For whom did you work? (Give name of business, government department or agency, or person.)

• DK
• RF

E2_Q02a What kind of business, industry or service was this? (Give full description, e.g. fish canning plant, automobile manufacturing plant or municipal government.)

• DK
• RF

E2_Q02b What did this business or industry mainly make or do? Give a full description.

• DK
• RF

E2_Q03 In which sector of the economy did you work? Was it …

• The private sector (for example a company)
• The public sector (for example the local government or a public school)
• A non-profit organization (for example a charity, professional association or religious organization)
• DK
• RF

E2_Q04 In this job, were you working as an employee or were you self-employed?

• Employee
• Self-employed
• DK
• RF

E2_Q05a Still talking about your last job: At what age or in which year did you start working for your former employer?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

E2_Q05b Still talking about your last business: At what age or in which year did you start working in your former business?

• Age
  (MIN: 6)
  (MAX: 65)
• DK
• RF

• Year
  (MIN: 1959)
  (MAX: 2020)
• DK
• RF

E2_Q06 How many people worked for your employer at the place where you worked? Would that be …

• 1 to 10 people
• 11 to 49 people
• 50 to 249 people
• 250 to 499 people
• 500 to 999 people
• 1,000 and more people
• DK
• RF

E2_Q07a Did you have employees working for you? Please include family members who worked paid or unpaid in the business.

• Yes
• No
• DK
• RF

E2_Q07b How many people did you employ at the place where you worked? Would that be …

• 1 to 10 people
• 11 to 49 people
• 50 to 249 people
• 250 to 499 people
• 500 to 999 people
• 1,000 and more people
• DK
• RF

E2_Q08CA  What kind of employment contract did you have?

• An indefinite contract (permanent)
• A fixed term contract, including seasonal contract
• A temporary contract (casual employment)
• A freelance, contractor and/or consultant contract
• An apprenticeship contract or other training scheme
• No contract
• Other - specify
• DK
• RF

E2_S08  Could you please specify what kind of contract you had?

• DK
• RF

E2_Q09 How many hours did you usually work per week in this job? Include any usual paid or unpaid overtime, but exclude lunch breaks or other breaks.

• Hours per week:
  (MIN: 1)
  (MAX: 125)
• DK
• RF

E2_Q10aCA Still talking about your last job: If applying today, what would be the usual educational qualification, if any, that someone would need to GET this type of job?

• No formal education or below grade 6
• Grade 6
• Less than high school diploma
• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

E2_Q10b Is this also the qualification that someone would need to DO this type of job satisfactorily?

• Yes
• No
• DK
• RF

E2_Q10cCA What would be the usual educational qualification, if any, that someone would need to DO this type of job satisfactorily?

• No formal education or below grade 6
• Grade 6
• Less than high school diploma
• High school diploma or equivalency certificate
• DEP/DVS, offered in Quebec
• Certificate of Apprenticeship, Certificate of Qualification (Journeyperson's designation), or other trades certificate or diploma
• CEGEP certificate or diploma - A pre-university college diploma
• CEGEP certificate or diploma - A technical or career college diploma
• CEGEP certificate or diploma - An Attestation of Collegial Studies (A.C.S.)
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of less than 2 years
• Non-university certificate or diploma from a college, school of nursing, technical institute, from a program of 2 years or more
• University certificate or diploma below the bachelor's degree
• Bachelor's degree (e.g., B.A., B.A. (Hons.), B.Sc., B.Ed., LL.B.)
• University certificate or diploma above the bachelor's degree
• First professional degree (degree in law (LL.B.), medicine (M.D.), dentistry (D.D.S., D.M.D), veterinary medicine (D.V.M.), optometry (O.D.), divinity)
• Master's degree (e.g., M.A., M.Sc., M.Ed., M.B.A., Post-Master's certificate)
• Earned doctorate (e.g., Ph.D., D.Sc., D.Ed.)
• DK
• RF

E2_Q10d Supposing that someone with a sufficient level of qualification was applying today, how much related work experience would they need to GET this type of job?

• None
• Less than 1 month
• 1 to 6 months
• 7 to 11 months
• 1 or 2 years
• 3 years or more
• DK
• RF

E2_Q11a In your last job did you stop working voluntarily or involuntarily?

• Voluntarily
• Involuntarily
• DK
• RF

E2_Q11b Could you tell me the main reason you stopped working in your last job?

• It was a temporary job that came to an end
• The job did not match my skills
• Reorganization, mass lay-offs or plant closure
• Health reasons
• Family reasons
• Study reasons
• Early retirement/retirement
• Other reason
• DK
• RF

Section F

F2_I01 The following questions are about reading activities that you undertake as part of your current job. Please only report reading that is part of your current job, not reading you do in your non-work time. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / The following questions are about reading activities that you undertook as part of your last job. Please only report reading that was part of your last job, not reading you did in your non-work time. Include all forms of reading, including any reading you did on computer screens, tablets or other electronic displays.

F2_Q01 In your current job, how often do you usually … / In your last job, how often did you usually …
read directions or instructions?
read letters, memos or emails?
read articles in newspapers, magazines or newsletters?
read books, scholarly publications or articles in professional journals?
read manuals or reference materials?
read bills, invoices, bank statements or other financial statements?
read posts or comments on social media (e.g., blogs, Instagram, Facebook or Twitter)?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

F2_I02 The following questions are about writing activities that you undertake as part of your current job. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about writing activities that you undertook as part of your last job. Include any writing you did on computers, tablets or other electronic devices.

F2_Q02 In your current job, how often do you usually … / In your last job, how often did you usually …

write letters, memos or emails?
write reports or articles?
fill in forms?
write posts or comments on social media (e.g., blogs, Instagram, Facebook or Twitter)?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

F2_I03 The following questions are about activities that you undertake as part of your current job and that involve numbers, quantities, numerical information, statistics or mathematics. / The following questions are about activities that you undertook as part of your last job and that involved numbers, quantities, numerical information, statistics or mathematics.

F2_Q03 In your current job, how often do you usually … / In your last job, how often did you usually …

make calculations, such as calculating prices, costs or quantities?
use maps, plans or GPS for finding directions and locations?
take measurements, such as lengths, weights, temperatures, dosages, areas or volumes?
read and prepare charts, graphs or tables?
use advanced mathematics or statistics?
Examples of advanced mathematics or statistics include calculus, complex algebra, trigonometry or use of regression techniques.

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

F2_Q04 Do you use a computer in your current job? This includes smartphones, tablets and other hand-held electronic devices that are used to connect to the Internet, check emails, etc. / Did you use a computer in your last job? This includes smartphones, tablets and other hand-held electronic devices that are used to connect to the Internet, check emails, etc.

• Yes
• No
• DK

F2_I05 The following questions are about the use of a computer or digital device such as a tablet or smartphone as part of your current job. They do not refer to the use of computers or digital devices in any jobs you may have held prior to your current job. / The following questions are about the use of a computer or digital device such as a tablet or smartphone as part of your last job. They do not refer to the use of computers or digital devices in any jobs you may have held prior to your last job.

F2_Q05 In your current job, how often do you usually use a computer or digital device such as a tablet or smartphone for the following purposes? / In your last job, how often did you usually use a computer or digital device such as a tablet or smartphone for the following purposes?

To communicate with others (e.g., via email, social networking sites or Internet calls). Exclude normal phone calls using a mobile phone.
To access information (e.g., to use a search engine, find information or read documents).
To create or edit electronic documents, spreadsheets or presentations (e.g., using Microsoft Word, Excel, PowerPoint or similar software).
To use specialized software (e.g., for computer-aided design, the processing or analysis of data, sound and images, or quality control).
To use a programming language to program software (e.g., applications) or websites.

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

Section G

G2_I01 Until now we talked about your activities at work. I would now like to talk about your reading activities outside work. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / Until now we talked about your activities at work. I would now like to talk about your reading activities outside work, including any reading you do as part of your studies. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / Until now we talked about your activities in your last job. I would now like to talk about your reading activities in everyday life. Exclude any reading you did as part of your last job. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / Until now we talked about your activities in your last job. I would now like to talk about your reading activities in everyday life including any reading you do as part of your studies. Exclude any reading you did as part of your last job. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / I would now like to talk about your reading activities in everyday life, including any reading you do as part of your studies. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays. / I would now like to talk about your reading activities in everyday life. Include all forms of reading, including any reading you might do on computer screens, tablets or other electronic displays.

G2_Q01 Outside your work, how often do you usually ... / In everyday life, how often do you usually ...

read directions or instructions?
read letters, memos or emails?
read articles in newspapers, magazines or newsletters?
read books, fiction or non-fiction?
read manuals or reference materials?
read bills, invoices, bank statements or other financial statements?
read posts or comments on social media (e.g., blogs, Instagram, Facebook or Twitter)?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

G2_I02 The following questions are about your writing activities outside work. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about your writing activities outside work, including any writing you do as part of your studies. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about your writing activities in everyday life. Exclude any writing you did as part of your last job. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about your writing activities that you do in everyday life, including any writing you do as part of your studies. Exclude any writing you did as part of your last job. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about your writing activities that you do in everyday life, including any writing you do as part of your studies. Include any writing you might do on computers, tablets or other electronic devices. / The following questions are about your writing activities in everyday life. Include any writing you might do on computers, tablets or other electronic devices.

G2_Q02 Outside your work, how often do you usually ... / In everyday life, how often do you usually ...

write letters, memos or emails?
write reports or articles?
fill in forms?
write posts or comments on social media (e.g., blogs, Instagram, Facebook or Twitter)?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

G2_I03 The following questions are about activities that you undertake outside work that involve numbers, quantities, numerical information, statistics or mathematics. / The following questions are about activities that you undertake outside work that involve numbers, quantities, numerical information, statistics or mathematics, including any such activities you undertake as part of your studies. / The following questions are about activities that you undertake in everyday life that involve numbers, quantities, numerical information, statistics or mathematics. Exclude any such activities you undertook as part of your last job. / The following questions are about activities that you undertake in everyday life that involve numbers, quantities, numerical information, statistics or mathematics. Exclude any such activities you undertook as part of your last job, but include any such activities you undertake as part of your studies. / The following questions are about activities that you undertake in everyday life that involve numbers, quantities, numerical information, statistics or mathematics. Include any such activities you undertake as part of your studies. / The following questions are about activities that you undertake in everyday life that involve numbers, quantities, numerical information, statistics or mathematics.

G2_Q03 Outside your work, how often do you usually ... / In everyday life, how often do you usually ...

make calculations, such as calculating prices, costs or quantities?
use information to make financial decisions (e.g., household budgets, insurance or loans)?
take measurements (e.g., when you cook, garden, make clothes or make repairs)?
read and prepare charts, graphs or tables?
use mathematics, such as formulas or mathematical rules?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

G2_Q04 Have you ever used a smartphone, tablet, laptop or desktop computer?

• Yes
• No
• DK
• RF

G2_Q05 In everyday life, how often do you usually use the following digital devices outside work? / In everyday life, how often do you usually use the following digital devices outside work, including any digital devices you use as part of your studies? / In everyday life, how often do you usually use the following digital devices, excluding any use you undertook as part of your last job? / In everyday life, how often do you usually use the following digital devices, excluding any use you undertook as part of your last job, but including any such activities you undertake as part of your studies? / In everyday life, how often do you usually use the following digital devices, including any digital devices you use as part of your studies? / In everyday life, how often do you usually use the following digital devices?

A smartphone
A tablet
A laptop or desktop computer

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

G2_I06 The following questions are about the use of a computer or digital device such as a tablet or smartphone outside work. This could be at home or in other places that offer Internet services, like Internet cafes or libraries. / The following questions are about the use of a computer or digital device such as a tablet or smartphone outside work, including any such activities you undertake as part of your studies. This could be at home or in other places that offer Internet services, like Internet cafes or libraries. / The following questions are about the use of a computer or digital device such as a tablet or smartphone in everyday life. Exclude any such activities you undertook as part of your last job. This could be at home or in other places that offer Internet services, like Internet cafes or libraries. / The following questions are about the use of a computer or digital device such as a tablet or smartphone in everyday life. Exclude any such activities you undertook as part of your last job, but include any such activities you undertake as part of your studies. This could be at home or in other places that offer Internet services, like Internet cafes or libraries. / The following questions are about the use of a computer or digital device such as a tablet or smartphone in everyday life, including any such activities you undertake as part of your studies. This could be at home or in other places that offer Internet services, like Internet cafes or libraries. / The following questions are about the use of a computer or digital device such as a tablet or smartphone. This could be at home or in other places that offer Internet services, like Internet cafes or libraries.

G2_Q06 Outside work, how often do you usually use a computer or digital device such as a tablet or smartphone for the following purposes? / In your everyday life, how often do you usually use a computer or digital device such as a tablet or smartphone for the following purposes?

To communicate with others (e.g., via email, social networking sites or Internet calls). Exclude normal phone calls using a mobile phone.

To access information (e.g., to use a search engine, find information or read documents).
For entertainment or leisure (e.g., to play video games, listen to music, or watch or edit videos or photos).
For online banking or e-commerce (e.g., to buy or sell goods or services).
To manage your personal life (e.g., to track your health information, manage your household budget or navigate via GPS).

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

Section H

H2_I01 I am now going to ask you about activities in your current job. / I am now going to ask you about activities in your last job.

H2_Q01 In your current job, what proportion of your time do you usually spend cooperating or collaborating with co-workers? / In your last job, what proportion of your time did you usually spend cooperating or collaborating with co-workers?

• None of the time
• Up to a quarter of the time
• Up to half of the time
• More than half of the time
• All the time
• DK
• RF

H2_Q03 How often does your current job usually involve … / How often did your last job usually involve …

sharing work-related information with co-workers?
instructing, training or teaching people individually or in groups?
making speeches or giving presentations in front of five or more people?
dealing directly with people who are not employees at your workplace, such as customers, passengers, students or patients?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q04 How often does your current job usually involve … / How often did your last job usually involve …

planning your own activities?
organizing your own time?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q05 How often does your current job usually involve … / How often did your last job usually involve …

persuading or influencing people?
negotiating with people either inside or outside your firm or organization?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q06a The next question is about "problem solving" tasks you do in your current job. Think of "problem solving" as what happens when you are faced with a new or difficult situation which requires you to think for a while about what to do next. How often are you usually faced with relatively simple problems that take no more than 5 minutes to find a good solution? / The next question is about "problem solving" tasks you did in your last job. Think of "problem solving" as what happens when you are faced with a new or difficult situation which requires you to think for a while about what to do next. How often were you usually faced with relatively simple problems that took no more than 5 minutes to find a good solution?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q06b And how often are you usually confronted with more complex problems that take at least 30 minutes to find a good solution? The 30 minutes only refers to the time needed to THINK of a solution, not the time needed to carry it out. / And how often were you usually confronted with more complex problems that took at least 30 minutes to find a good solution? The 30 minutes only refers to the time needed to THINK of a solution, not the time needed to carry it out.

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q07 How often does your current job usually involve … / How often did your last job usually involve …

working physically for a long period?
using your hands or fingers for precision work?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_I08 The next few questions are about the amount of flexibility you have in deciding how you do your current job. / The next few questions are about the amount of flexibility you had in deciding how you did your last job.

H2_Q08 To what extent can you choose or change ... / To what extent could you choose or change ...

the sequence of your tasks?
how you do your work?
the speed or rate at which you work?
your working hours?

• Not at all
• Very little
• To some extent
• To a high extent
• To a very high extent
• DK
• RF

H2_Q09a How often does your current job involve learning new things? / How often did your last job involve learning new things?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q09b How often does your current job involve learning-by-doing from the tasks you perform? / How often did your last job involve learning-by-doing from the tasks you performed?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q09c How often does your current job involve keeping up to date with new products or services? / How often did your last job involve keeping up to date with new products or services?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

H2_Q12 How often does your current job usually involve working with tight deadlines or at very high speed? / How often did your last job usually involve working with tight deadlines or at very high speed?

• None of the time
• Up to a quarter of the time
• Up to half of the time
• More than half of the time
• All the time
• DK
• RF

H2_Q17 Does your current job involve short, repetitive tasks of less than 1 minute? / Did your last job involve short, repetitive tasks of less than 1 minute?

• Yes
• No
• DK
• RF

H2_Q18a In the last three years, has your working environment significantly changed in any of the following areas? / Since you started your current job, has your working environment significantly changed in any of the following areas?

• Machinery
• Information and communications technologies
• Working methods and practices
• Outsourcing and relocation practices
• Products or services
• The amount of contact you have with clients or customers
• None of the above changes
• DK
• RF

H2_Q18b Were any of these changes supported by training activities paid for by your employer?

• I received training for all of the changes
• I received training for some of the changes
• I did not receive any training
• DK
• RF

H2_Q19a Overall, which of the following statements best describes your skills in relation to what is required to do your job?

• My skills are higher than what is required by my job
• My skills match what is required by my job
• Some of my skills are lower than what is required by my job and need to be further developed
• DK
• RF

H2_Q19b Which skills were you thinking of when you answered this question? Please name all that apply.

• Computer or software skills
• Skills in operating machinery/equipment
• Project management or organizational skills
• Teamwork or leadership skills
• Skills in handling customers/clients, patients or students
• Communication and presentation skills
• Foreign language skills
• Reading and writing skills
• Skills involving numbers or calculations
• Other skills
• DK
• RF

Section I

I2_Q01a I am now going to ask you some more general questions.

How much would you say the political system in Canada allows people like you to have a say in what the government does? Please answer using this card, where 0 means "Not at all" and 10 means "Completely".

• (0) Not at all
• (1)
• (2)
• (3)
• (4)
• (5)
• (6)
• (7)
• (8)
• (9)
• (10) Completely
• DK
• RF

I2_Q01b Generally speaking, would you say that most people can be trusted, or that you can't be too careful in dealing with people? Please answer using this card, where 0 means "You can't be too careful" and 10 means "Most people can be trusted".

• (0) You can't be too careful
• (1)
• (2)
• (3)
• (4)
• (5)
• (6)
• (7)
• (8)
• (9)
• (10) Most people can be trusted
• DK
• RF

I2_Q02 In the last 12 months, how often, if at all, did you do voluntary work, including unpaid work for a charity, political party, trade union or other non-profit organization?

• Never
• Less than once a month
• Less than once a week but at least once a month
• At least once a week but not every day
• Every day
• DK
• RF

I2_Q03 The next question is about your health. In general, would you say your health is excellent, very good, good, fair, or poor?

• Excellent
• Very good
• Good
• Fair
• Poor
• DK
• RF

I2_Q04 How willing are you to give up something that is beneficial for you today in order to benefit more from that in the future? Please answer using this card, where 0 means "Completely unwilling to do so" and 10 means "Very willing to do so".

• (0) Completely unwilling to do so
• (1)
• (2)
• (3)
• (4)
• (5)
• (6)
• (7)
• (8)
• (9)
• (10) Very willing to do so
• DK
• RF

I2_Q05 All things considered, how satisfied are you with your life as a whole these days? Please answer using this card, where 0 means "Extremely dissatisfied" and 10 means "Extremely satisfied".

• (0) Extremely dissatisfied
• (1)
• (2)
• (3)
• (4)
• (5)
• (6)
• (7)
• (8)
• (9)
• (10) Extremely satisfied
• DK
• RF

Section J

J2_Q01 Now I would like to ask you some general questions. Including yourself, how many people usually live in your household? Please include people who are temporarily living elsewhere.

• Number of people:
  (MIN: 1)
  (MAX: 90)
• DK
• RF

J2_Q02a Are you living together with a spouse or partner?

• Yes
• No
• DK
• RF

J2_Q02b Please look at this card and tell me which of the statements best describes the current situation of your spouse or partner.

• Full-time employed (self-employed, employee)
• Part-time employed (self-employed, employee)
• Unemployed
• Pupil, student
• Apprentice, intern
• In retirement or early retirement
• Permanently disabled
• In compulsory community service
• Fulfilling domestic tasks or looking after children/family
• Other
• DK
• RF

J2_Q03a Do you have children? Please include stepchildren and children not living in your household.

• Yes
• No
• DK
• RF

J2_Q03b How many children do you have?

• Number of children:
  (MIN: 1)
  (MAX: 25)
• DK
• RF

J2_Q03c How old is this child?

• Age in years:
  (MIN: 0)
  (MAX: 55)
• DK
• RF

J2_Q03d1   How old is your youngest child?

• Youngest child's age (in years):
  (MIN: 0)
  (MAX: 55)
• DK
• RF

J2_Q03d2   And how old is your oldest child?

• Oldest child's age (in years):
  (MIN: 0)
  (MAX: 55)
• DK
• RF

J2_I04 I would now like to ask some questions about your situation when you were 14 years old.

J2_Q04a The next few questions are about your mother or female guardian. Was a mother or female guardian present when you were 14?

• Yes
• No
• DK
• RF

J2_Q04cCA What was the highest level of education your mother or female guardian ever completed?

• Less than high school diploma
• High school diploma or equivalency certificate
• Apprenticeship certificate or diploma
• Trade/vocational certificate or diploma
• Non-university certificate or diploma from a college, school of nursing, technical institute or other such educational institute
• University certificate, diploma, degree or above
• DK
• RF

J2_Q04d When you were 14 years old, did your mother or female guardian hold a paying job?

• Yes
• No
• DK
• RF

J2_Q04e What was your mother's or female guardian's main job at that time? Please provide the job title. (Give a full description or occupational title, e.g., office clerk, machine operator or computer programmer.)

• DK
• RF

J2_Q04f What did your mother or female guardian do in her main job at that time? Please describe the kind of work she did in that job. (Give a full description, e.g., filing documents, drying vegetables or examining forests.)

• DK
• RF

J2_Q05a The next few questions are about your father or male guardian. Was a father or male guardian present when you were 14?

• Yes
• No
• DK
• RF

J2_Q05cCA What was the highest level of education your father or male guardian ever completed?

• Less than high school diploma
• High school diploma or equivalency certificate
• Apprenticeship certificate or diploma
• Trade/vocational certificate or diploma
• Non-university certificate or diploma from a college, school of nursing, technical institute or other such educational institute
• University certificate, diploma, degree or above
• DK
• RF

J2_Q05d When you were 14 years old, did your father or male guardian hold a paying job?

• Yes
• No
• DK
• RF

J2_Q05e What was your father's or male guardian's main job at that time? Please provide the job title. (Give a full description or occupational title, e.g., office clerk, machine operator or computer programmer.)

• DK
• RF

J2_Q05f What did your father or male guardian do in his main job at that time? Please describe the kind of work he did in that job. (Give a full description, e.g., filing documents, drying vegetables or examining forests.)

• DK
• RF

J2_Q06 About how many books were there in your home when you were 14 years old? Do not include magazines, newspapers or school books. To give an estimation, one meter of shelving is about 40 books.

• 10 books or less
• 11 to 25 books
• 26 to 100 books
• 101 to 200 books
• 201 to 500 books
• More than 500 books
• DK
• RF

J2_Q07 How would you describe the place where you lived when you were 14?

• A big city
• The suburbs or outskirts of a big city
• A town or a small city
• A country village
• A farm or home in the countryside
• DK
• RF

J2_Q08 Please look at this card. Which of the people on this card did you live with when you were 14?

• Biological mother
• Biological father
• Adoptive, step- or foster mother
• Adoptive, step- or foster father
• Brother(s) or sister(s)
• Grandparent(s)
• Other relative(s)
• Other non-relative(s)
• DK
• RF

J2_Q09a How many siblings did you have at that time?

• Number of siblings:
  (MIN: 0)
  (MAX: 25)
• DK
• RF

J2_Q09b Were you the oldest or the youngest child?

• Oldest
• Youngest
• DK
• RF

J2_Q09c Were you the oldest child, the youngest child, or somewhere in-between?

• Oldest
• Youngest
• In-between
• DK
• RF

Section K

K2_Q01 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I tend to be quiet.
I am compassionate, have a soft heart.
I tend to be disorganized.
I worry a lot.
I am fascinated by art, music, or literature.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

K2_Q02 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I am dominant, act as a leader.
I am sometimes rude to others.
I have difficulty getting started on tasks.
I tend to feel depressed, blue.
I have little interest in abstract ideas.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

K2_Q03 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I am full of energy.
I assume the best about people.
I am reliable, can always be counted on.
I am emotionally stable, not easily upset.
I am original, come up with new ideas.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

K2_Q04 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I am outgoing, sociable.
I can be cold and uncaring.
I keep things neat and tidy.
I am relaxed, handle stress well.
I have few artistic interests.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

K2_Q05 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I prefer to have others take charge.
I am respectful, treat others with respect.
I am persistent, work until the task is finished.
I feel secure, comfortable with myself.
I am complex, a deep thinker.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

K2_Q06 Here are a number of characteristics that may or may not apply to you. Please indicate the extent to which you agree or disagree with each of the following statements.

I am less active than other people.
I tend to find fault with others.
I can be somewhat careless.
I am temperamental, get emotional easily.
I have little creativity.

• Strongly disagree
• Disagree
• Neither Agree Nor Disagree
• Agree
• Strongly agree
• DK
• RF

Purpose

This monthly survey collects data on the activities of all Canadian refineries, terminals and upgraders involved in the production and distribution of refined petroleum products. This data is required for integration into the input-output sector of the Canadian System of National Accounts. Data is made available under the authority of the Statistics Act to other federal departments and provincial authorities through data sharing agreements subject to embodied principles of data confidentiality. Data is intended for use by survey respondents, industry associations, industry analysts, the press and the general public to assess trends in the Canadian petroleum sector.

Who must Submit

To be completed by the operators of all petroleum refineries, upgraders and terminals located in Canada.

When to Submit

The survey must be received by Statistics Canada 10 calendar days following the month in review.

How to Submit

An email invitation is sent to respondents to download an Excel spreadsheet based questionnaire for completion and to provide access to a secure portal to upload the data to Statistic Canada.

• Login to the survey link.
• Download, complete, and save the questionnaire.
• Return to the survey link and follow the instructions to attach the completed questionnaire.

General Instructions

Respondent Identification Data

• Confirm the legal name of the reporting company.
• Confirm the operating name if appropriate.
• Confirm the establishment name.
• Confirm the physical address of the reporting company.
• Confirm the mailing address of the Contact. (Note: If the physical address and mailing address are the same, provide the information only for the physical address.)
• Confirm the name, telephone number, facsimile number, and e-mail address of the person to contact concerning information shown on the report. The person listed should be the person most knowledgeable of the specific data reported.

Operations

Quantities: Report using the following criteria.

Report all quantities to the nearest whole number in Cubic Metres.

Report for each product, beginning and end-of-month stocks, receipts, inputs, production, shipments, and fuel use and losses and adjustments during the month.

All values should be positive except for Losses and Adjustments, which can be negative.

Products should balance: Stocks Beginning of Month + Receipts + Production = Inputs + Shipments + Fuel Uses + Losses and Adjustments + Stocks End of Month.

Report data for only those lines which are applicable to your operation. If there are no data for a specific line, leave the entire line blank.

Stocks (Beginning and End of Month)

Report beginning stocks on the 1st day of the reporting month (start of day). Report ending stocks on the last day of the reporting month (end of day). All stocks should be corrected to 15^oC less basic sediment and water (BS&W).

Report all stocks in the custody of the establishment regardless of ownership. Reported stock quantities should represent actual measured inventories.

Report stocks of mixed liquefied gases (including unfractionated streams) by the individual components (i.e., ethane, propane, normal butane, and isobutane) as determined by chemical analysis.

Report ending stocks of all liquefied gases on their individual product lines as well as totals on the line hydrocarbon gas liquids, Total.

Report all domestic and foreign stocks held at the refinery, terminal and upgrader.

Report end-of-month stocks of unfinished oils by degree Celsius end-point. The following are the degree end-point categories: Naphthas and Lighter, less than 205^oC; Kerosene and Light Gas Oils, 205^oC to 343^oC; Heavy Gas Oils, 344^oC to 538^oC; and Residuum, greater than 538^oC.

Receipts During the Month

Report all receipts at the refinery, terminal and upgrader after the products are actually received at the establishment.

Report receipts of Natural Gas Plant Liquids and Liquefied Refinery Gases (including olefins and derivatives). Include both fuel use and petrochemical feedstock use.

Exclude natural gas used as a feedstock to produce hydrogen from refinery receipts. Also exclude natural gas received at the refinery for use as a fuel.

Inputs During Month (Refineries and Upgraders only)

Report the volume of crude oil, unfinished oils, natural gas plant liquids, other hydrocarbons, hydrogen, oxygenates, and liquefied refinery gases input to refinery processing units for the purpose of producing finished petroleum products.

Report gross refinery input for each item identified on the survey form.

Note: Gross inputs are typically greater than crude oil inputs since gross inputs include materials other than crude oil as well as any re-runs of the same cubic metres through the atmospheric crude oil distillation unit.

Exclude from input of Crude Oil any oils that have undergone prior refinery processing. Such oils should be reported as inputs of intermediate product (typically, unfinished oils or motor gasoline blending components) or finished product. An "Input" of a finished product, such as a finished motor gasoline or distillate fuel oil, represents a reclassification of a finished product.

Exclude inputs of product used to manufacture finished petrochemicals. Input of natural gas to produce hydrogen should be excluded. Input of feedstock to manufacture oxygenates should be excluded. Inputs of finished petroleum products are explained under "Reclassification of Inventory".

Input During the Month (Terminals only)

Report as input any finished product, blending component, oxygenate, or other material blended or reclassified to a different product. Examples of quantities to report as input include Blendstock for Oxygenate Blending (BOB) and Fuel Ethanol blended to produce finished motor gasoline, and kerosene blended with distillate fuel oil.

Report input whether blending or product reclassification takes place due to transfers of products between tanks, through in-line blending systems, or by splash blending in trucks or rail cars.

Report as input any Distillate Fuel Oil to be reclassified to a different distillate category (i.e. diesel being reclassified as light fuel oil) as well as any Distillate Fuel Oil, Kerosene, or Kerosene-Type Jet Fuel being reclassified to a different product (see Reclassification of Inventory discussed later in these instructions).
Report gross input for each item listed on the survey form.

Report inputs of selected natural gas plant liquids and liquefied refinery gases (i.e. normal butane, butylene, isobutane, isobutylene, and pentanes plus) on their individual product lines as well as totals on the line for Hydrocarbon gas liquids, TOTAL.

Production During the Month (Refineries and Upgraders only)

Report gross refinery production during the month for each item identified on the survey.

Report the volume of petroleum products produced from processing of crude oil, unfinished oils, liquefied petroleum gases, other hydrocarbons, hydrogen, and oxygenates.

Report the volume of petroleum products produced from blending operations of motor gasoline and aviation blending components.

Report the production of olefins (Ethylene, propylene, butylene) to include only that portion of liquefied refinery gases that are shipped from the refinery as a finished refinery product (e.g., olefins shipped to petrochemical facilities).

Report the production of aromatics (e.g., benzene, toluene, and xylene) based upon intended use. Aromatics to be used for blending or compounding into finished aviation or motor gasoline should be reported as production of aviation or motor gasoline blending components. If aromatics are used as petrochemical feedstock then then report their production as Naphtha less than 205^oC.

Coprocessing (Refineries only)

Exclude from production any renewable fuels coprocessed with petroleum feedstocks. Production of renewable fuels from coprocessing with petroleum should be reported as receipts and inputs. For example, renewable diesel fuel production from animal fat processed through a diesel hydrotreater should be reported as receipts and inputs of other renewable diesel fuel. The volume of the receipt and input of other renewable diesel fuel will equal the volume of output from the hydrotreater that is attributed to animal fat.

Production During the Month (Terminals only)

Report as production any finished product or blending component blended or reclassified from inputs. Examples of production to report include Finished Motor Gasoline blended from input of BOB and Fuel Ethanol, and the increase in distillate fuel oil volume resulting from blending kerosene.

Report gross production for each item listed on the survey form.

Report production whether blending or product reclassification took place due to transfers of products between tanks, through in-line blending systems, or by splash blending in trucks or rail cars.

Report as production any Distillate Fuel Oil, Kerosene, or Kerosene-Type Jet Fuel reclassified from a different product (see Reclassification of Inventory discussed later in these instructions).

Total Input and Total Production

When the report is completed correctly, every input cubic metre should have a corresponding production cubic metre. Therefore, total input should equal total production. Small variances may exist due to rounding, measurement, gains, and losses. These variances are reported using total line, quantities reported for the total line balance total input and total production.

Shipments During the Month

Report all shipments, including intracompany shipments to other storage facilities, refineries, chemical plants, or fractionating facilities. Inputs to onsite petrochemical plants should be reported as shipments from your establishment.

Fuel Use During the Month

Report petroleum products used as fuel at your establishment.

Exclude fuel use at petrochemical facilities located at the same site as the refinery.

Losses and Adjustments During Month

Report all non-processing losses (e.g., spills, fire losses, contamination, etc.) by product. Include refinery processing gains and losses and stock discrepancies caused by gauging problems.

Note: Losses and adjustments should represent less than 10% of Stocks Beginning of Month + Receipts + Production + Inputs + Shipments + Fuel Uses + Losses and Adjustments + Stocks End of Month.

Reclassification of Inventory

Report a finished product that is reclassified as a different finished product or as an unfinished oil as follows: the quantity of the original product is reported in the "Input" column and the reclassified product is reported in the "Production" column.

For example, if you produce 10,000 cubic metres of kerosene during January and have it in storage at the end of the month, this quantity is to be reported as "Production" of Kerosene on the January report. If during February the intended use of the 10,000 cubic metres of kerosene is changed to Kerosene-Type Jet Fuel, report this reclassification by reporting the 10,000 cubic metres as "Input" of Kerosene and as "Production" of Kerosene-Type Jet Fuel.

Hydrogen

Report receipts, inputs, and fuel use and loss of hydrogen. Include hydrogen produced from hydrogen plants located at refineries (and upgraders) and hydrogen purchased from third-party suppliers.

Note: Report hydrogen in fuel oil equivalent cubic metres. The conversion factor is 41.72 gigajoules per fuel oil equivalent cubic metres (higher heating value).

Exclude hydrogen produced from catalytic reformers from quantities reported for to avoid double counting inputs. Hydrogen input from reformer units is counted indirectly as input of crude oil and unfinished oils.

Exclude feedstock inputs for hydrogen production.

Report Still gas, Special Naphtha, and Unfinished oils, naphtha, and lighter as shipments to a hydrogen plant when these products are used as hydrogen feedstock. Report any feedstock return streams from a hydrogen plant as receipts from the hydrogen plant and inputs at the establishment. Report receipts of return streams using the same product as were used when reporting feedstock shipments to the hydrogen plant.

Oxygenates

Report oxygenates on an individual basis. All other oxygenates includes other aliphatic alcohols and ethers intended for motor gasoline blending.

Report stocks held at oxygenate production facilities, located within or adjacent to the establishment.

Report gross inputs of oxygenates. Do not "net out" oxygenate inputs by reporting the difference between oxygenate inputs and production.

Exclude oxygenates as motor gasoline blending components unless they have been commingled with motor gasoline blending components.

Liquefied Gases

Report all mixes of natural gas plant liquids (including unfractionated streams) and liquefied refinery gases by individual components as determined by chemical analysis, (e.g., ethane, propane, normal butane, isobutane, pentanes plus for gas plant liquids, and ethane/ethylene, propane/propylene, normal butane/butylene, and isobutane/isobutylene for liquefied refinery gases).

Report Liquefied Gases extracted from natural gas liquids streams originating at natural gas processing plants (NGPL's), and received by the establishment for processing into finished products.

Report Liquefied Gases that are fractionated from crude oil or produced from downstream processes, such as catalytic cracking, and result in finished liquefied gases.

Report production of polymer grade or chemical grade propylene as propylene. Production volumes reported as propylene will include propylene and up to 8% propane. This is based on a definition of chemical grade propylene made up of at least 92% propylene and up to 8% propane.

Report production of mixed propane and propylene streams that do not meet the specification for polymer grade or chemical grade propylene (including refinery grade propylene) separately as propane and propylene, as determined by chemical analysis, except in cases when you are reasonably certain the mixed propane and propylene stream will be sold as fuel, in which case report the entire mixed stream as propane.

Finished Motor Gasoline

Report finished motor gasoline blended with fuel ethanol.

Gasoline Blending Components

Report naphtha-range hydrocarbons as one of the products broadly classified as motor gasoline blending components in cases where the intended end use is for blending or compounding into finished motor gasoline. Products classified as motor gasoline blending components include blendstock for oxygenate blending (BOB), gasoline treated as blendstock (GTAB) and all "other" motor gasoline blending components.

Report naphtha-range hydrocarbons intended for blending or compounding into finished aviation gasoline in product.

Exclude any naphtha-range hydrocarbons from gasoline blending components if the intended end use is other than blending or compounding into finished motor gasoline or finished aviation gasoline (e.g. naphtha intended for use in solvents or as petrochemical feedstocks).

Exclude the following products from motor gasoline blending components.

• normal butane,
• butylene
• isobutane
• isobutylene
• pentanes plus
• fuel ethanol, and
• ETBE.

While these products may be blended into finished motor gasoline, they are reported under separate product. This applies only to unblended products. After blending, butanes, pentanes plus, fuel ethanol, ETBE, and other materials become part of the volume of gasoline blending components or finished motor gasoline.

Note: Certain gasoline blending components may be received as return streams from chemical plants. In this case, it is very important to maintain consistent classification of product produced and shipped from the refinery and received and input at the refinery. For example, a refinery may ship naphtha-range petrochemical feedstocks to a chemical plant and then receive a return stream from the chemical plant that will be used for motor gasoline blending. In this case, the return stream reported must be classified as receipt and input of petrochemical feedstock and then production of gasoline blending components or finished gasoline.

Distillate Fuel Oil

Report refinery input and production during the month and end-of-month stocks of distillate fuel oil by sulphur content.

Diesel Fuel Oil: ≤ 15ppm sulphur

Light Fuel Oil: > 15ppm sulphur

Distillate fuel oil 15ppm sulphur and under plus distillate fuel oil greater than 15ppm sulphur must sum to the total for Distillate Fuel Oil.

Residual Fuel Oil by Percent of Sulphur Content

Report refinery input and production during the month and end-of-month stocks of residual fuel oil by sulphur content (under 1.00% sulphur and over 1.00% sulphur) must sum to the total for Residual Fuel Oil.

Lubricants

Report only lubricant base oils produced at the refinery. Exclude finished lubricants produced at lube plants. Exclude by-products of lubricating oil refining such as aromatic extracts derived from solvent extraction or tars derived from deasphalting. Reporting categories include:

Paraffinic. Includes all grades of bright stock and neutrals with a Viscosity Index >75.

Naphthenic. Includes all lubricating oil base stocks with a Viscosity Index <75.

Note: The criterion for categorizing lubricants is based solely on the Viscosity Index of the stocks and is independent of crude sources and type of processing used to produce the oils.

Exceptions: Lubricating oil base stocks that have been historically classified as naphthenic or paraffinic by a refiner may continue to be so categorized irrespective of the Viscosity Index criterion (e.g., Unextracted paraffinic oils that would not meet the Viscosity Index test).

Report beginning and ending stocks, receipts and shipments of lubricant base oils. Shipments include lubricant base oils blended to produce finished lubricants as well as lubricant base oils shipped out during the month.

Asphalt

Report beginning and ending stocks, receipts and shipments of base asphalt. Shipments include any base asphalt blended to produce finished asphalt and any base asphalt that is sold or shipped out during the month. Do not report water or emulsifiers that are added to base asphalt to produce finished asphalt.

Petrochemical Feedstocks

• Report petrochemical feedstock. Exclude finished petrochemicals.
• Report deliveries of feedstock to petrochemical units within your refinery, chemical or rubber manufacturing plants as shipments.
• Report return streams of petrochemical feedstocks as a receipt and input of petrochemical feedstocks and as a production in the product category of intended use.
• Exclude liquefied gases as petrochemical feedstock. These products are reported by component as ethane, ethylene, propane, propylene, normal butane, butylene, isobutane, isobutylene, and pentanes plus.

Petroleum Coke

Report marketable petroleum coke in cubic metres. One tonne equals 0.46 cubic metres.

Report catalyst coke in fuel oil equivalent cubic metres. The conversion factor is 41.72 gigajoules per fuel oil equivalent cubic metres (higher heating value).

Still Gas

Report still gas shipped to petrochemical facilities as a shipment, less the amount of such streams returned to the producing refinery. Still gas used as a fuel at the refinery should be reported as a fuel use/loss.

Note: Report still gas in fuel oil equivalent cubic metres. The conversion factor is 41.72 gigajoules per fuel oil equivalent cubic metres (higher heating value).

Provisions Regarding Confidentiality of Information and Data Sharing

Confidentiality

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 study for statistical and research purposes.

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 study with those organizations that have demonstrated a requirement to use the data.

Product Definitions

Asphalt. A dark-brown-to-black cement-like material containing bitumens as the predominant constituent obtained by petroleum processing; used primarily for road construction. It includes crude asphalt as well as the following finished products: cements, fluxes, the asphalt content of emulsions (exclusive of water), and petroleum distillates blended with asphalt to make cutback asphalts

Aviation Gasoline (Finished). A complex mixture of relatively volatile hydrocarbons with or without small quantities of additives, blended to form a fuel suitable for use in aviation reciprocating engines. Note: Data on blending components are not counted in data on finished aviation gasoline.

Aviation Gasoline Blending Components. Naphthas which will be used for blending or compounding into finished aviation gasoline (e.g., straight-run gasoline, alkylate, reformate, benzene, and xylene).

Biodiesel Fuel (FAME). It is a liquid fuel that is comprised of at least one mono-alkyl ester produced from one or more renewable fuel feedstocks in reaction with an alcohol reactant and is suitable for use in a diesel engine. It is also known as fatty acid methyl esters (FAME) and is made from renewable fuel feedstocks.

Blended with Fuel Ethanol. See Motor Gasoline (Finished).

Blendstock for Oxygenate Blending (BOB). See Motor Gasoline Blending Components.

Butane (C4H10). A normally gaseous straight-chain or branch-chain hydrocarbon extracted from natural gas or refinery gas streams. It includes normal butane and isobutane.

Normal Butane (C4H10). A normally gaseous straight-chain hydrocarbon that is a colorless paraffinic gas which boils at a temperature of -0.5 degrees Celsius and is extracted from natural gas or refinery gas streams.

Isobutane (C4H10). A normally gaseous branch-chain hydrocarbon. It is a colorless paraffinic gas that boils at a temperature of -12 degrees Celsius. It is extracted from natural gas or refinery gas streams.

Butylene (C4H8). An olefinic hydrocarbon recovered from refinery processes.

Conventional crude oil - heavy. See Crude Oil.

Conventional crude oil - light. See Crude Oil.

Crude bitumen. See Crude Oil.

Crude Oil. A mixture of hydrocarbons that exists in liquid phase in natural underground reservoirs and remains liquid at atmospheric pressure after passing through surface separating facilities. Depending upon the characteristics of the crude stream, it may also include: Small amounts of hydrocarbons that exist in gaseous phase in natural underground reservoirs but are liquid at atmospheric pressure after being recovered from oil well (casinghead) gas in lease separators and are subsequently commingled with the crude stream without being separately measured. Lease condensate recovered as a liquid from natural gas wells in lease or field separation facilities and later mixed into the crude stream is also included; Small amounts of nonhydrocarbons produced from oil, such as sulphur and various metals;

Drip gases, and liquid hydrocarbons produced from oil sands, gilsonite, and oil shale. Liquids produced at natural gas processing plants are excluded. Crude oil is refined to produce a wide array of petroleum products, including heating oils; gasoline, diesel and jet fuels; lubricants; asphalt; ethane, propane, and butane; and many other products used for their energy or chemical content.

Conventional crude oil - light. A mixture of hydrocarbons that exists in liquid phase in natural underground reservoirs and remains liquid at atmospheric pressure after passing through surface separating facilities. Crude oil is deemed to be "light" if it has a density less than 900 kg/m3.

Conventional crude oil - heavy. A mixture of hydrocarbons that exists in liquid phase in natural underground reservoirs and remains liquid at atmospheric pressure after passing through surface separating facilities. Crude oil is deemed to be "heavy" if it has a density equal to 900 or greater.

Crude bitumen. A naturally occurring viscous mixture, mainly of hydrocarbon heavier than pentane, that may contain sulphur compounds and that, in its naturally occurring viscous state, will not flow to a well.

Lease condensate. A mixture consisting primarily of pentanes and heavier hydrocarbons which is recovered as a liquid from natural gas in lease separation facilities. This category excludes natural gas liquids, such as butane and propane, which are recovered at downstream natural gas processing plants or facilities. See Natural Gas Liquids.

Synthetic crude oil. Synthetic crude oil obtained by the upgrading of crude bitumen or heavy crude oil.

Diesel Fuel. See Distillate Fuel Oil.

Distillate Fuel Oil. A general classification for one of the petroleum fractions produced in conventional distillation operations. It includes diesel fuels and light fuel oils.

Diesel Fuel. Products known as No. 2 and No. 3 diesel fuel are used in on-highway diesel engines, such as those in trucks and automobiles, as well as off- highway engines, such as those in railroad locomotives and agricultural machinery.

Light Fuel Oil. Products known as No. 2 and No. 3 fuel oils are used primarily for space heating.

Ethane (C2H6). A normally gaseous straight-chain hydrocarbon. It is a colorless paraffinic gas that boils at a temperature of – 88.6 degrees Celsius. It is extracted from natural gas and refinery gas streams.

Ethyl tertiary butyl ether (ETBE). See Oxygenates.

Ethylene (C2H4). An olefinic hydrocarbon recovered from refinery processes or petrochemical processes. Ethylene is used as a petrochemical feedstock for numerous chemical applications and the production of consumer goods.

Finished Aviation Gasoline. See Aviation Gasoline (Finished).

Finished Motor Gasoline. See Motor Gasoline (Finished).

Fuel Ethanol (denatured). An anhydrous alcohol (ethanol with less than 1% water) intended for gasoline blending that is produced from one or more renewable fuel feedstocks.

Gasoline Treated as Blendstock (GTAB). See Motor Gasoline Blending Components.

Heavy Gas Oils. See Unfinished Oils.

Hydrocarbon Gas Liquids. A group of hydrocarbons including ethane, propane, normal butane, isobutane, and natural gasoline and their associated olefins, including ethylene, propylene, butylene, and isobutylene. Excludes liquefied natural gas (LNG).

Hydrogen. The lightest of all gases, occurring chiefly in combination with oxygen in water; exists also in acids, bases, alcohols, petroleum, and other hydrocarbons.

Isobutane. See Butane. See Crude Oil.

Isobutylene (C4H8). An olefinic hydrocarbon recovered from refinery processes or petrochemical processes.

Kerosene. A light petroleum distillate that is used in space heaters, cook stoves, and water heaters and is suitable for use as a light source when burned in wick-fed lamps. Included are other grades of kerosene called range or stove oil, which have properties similar to those of No. 1 fuel oil.

Kerosene and Light Gas Oils. See Unfinished Oils.

Kerosene-Type Jet Fuel. A kerosene-based product having a maximum distillation temperature of 204 degrees Celsius at the 10-percent recovery point and a final maximum boiling point of 300 degrees Celsius. It is used for commercial and military turbojet and turboprop aircraft engines.

Lease Condensate. See Crude Oil.

Light Fuel Oil. See Distillate Fuel Oil.

Lubricants. Substances used to reduce friction between bearing surfaces or as process materials either incorporated into other materials used as processing aids in the manufacture of other products, or used as carriers of other materials. Petroleum lubricants may be produced either from distillates or residues. Lubricants include all grades of lubricating oils from spindle oil to cylinder oil and those used in greases. Lubricants include:

Naphthenic. Lubricants that contain cyclic aliphatic hydrocarbons.

Parafinic. Lubricants that contain alkanes.

Miscellaneous Products. Includes all finished products not classified elsewhere (e.g., petrolatum, lube refining by-products (aromatic extracts and tars), absorption oils, ram-jet fuel, petroleum rocket fuels, synthetic natural gas feedstocks, and specialty oils).

Motor Gasoline (Finished). A complex mixture of relatively volatile hydrocarbons with or without small quantities of additives, blended to form a fuel suitable for use in spark-ignition engines. Finished motor gasoline is essentially ready for use by the end consumer without any further processing or blending required (with the exception of small quantities of additives). Finished motor gasoline includes:

Blended with Fuel Ethanol. Finished motor gasoline that has been blended with fuel ethanol.

Other Finished Motor Gasoline. Finished motor gasoline that will not be blended with fuel ethanol. Possible reasons that motor gasoline would be blended with fuel ethanol include gasoline that is exported, used in competition vehicles, used in scientific research, used in military equipment, used in Newfoundland and Labrador, the Northwest territories, Yukon, Nunavut and part of Quebec north of latitude 600N. Motor gasoline that will be blended with fuel ethanol further down the distribution stream should be categorized as Motor Gasoline Blending Components.

Motor Gasoline Blending Components. Naphthas (e.g., straightrun gasoline, alkylate, reformate, benzene, toluene, xylene) used for blending or compounding into finished motor gasoline. Motor gasoline blending components include:

Blendstock for Oxygenate Blending (BOB). Gasoline blendstock intended for blending with oxygenates downstream of the refinery where it was produced.

Gasoline Treated as Blendstock (GTAB). Foreign refinery gasoline to be blended with fuel ethanol downstream of the refinery where it was produced.

Other Motor Gasoline Blending Components. Naphthas used for blending or compounding into finished motor gasoline.

Naphthas and Lighter. See Unfinished Oils.

Naphtha Less Than 2050C (4010F) end-point. See Petrochemical Feedstocks.

Naphthenic Lubricants. See Lubricants.

Normal Butane. See Butane.

Other Finished Motor Gasoline. See Motor Gasoline (Finished).

Other Hydrocarbons. Materials received by a refinery and consumed as a raw material. Includes hydrogen, coal tar derivatives and gilsonite. Excludes natural gas used for fuel or hydrogen feedstock.

Other Motor Gasoline Blending Components. See Motor Gasoline Blending Components.

Other Oils Greater Than or equal to 205^oC (4010F) end-point. See Petrochemical Feedstocks.

Other Renewable Fuels. See Renewable Fuels (Other).

Oxygenates. Substances which, when added to gasoline, increase the amount of oxygen in that gasoline blend. Fuel Ethanol, Methyl Tertiary Butyl Ether (MTBE), Ethyl Tertiary Butyl Ether (ETBE), and methanol are common oxygenates.

Ethyl tertiary butyl ether (ETBE) (CH3) 3COC2H5. An oxygenate blend stock formed by the catalytic etherification of isobutylene with ethanol.

Other Oxygenates. Other aliphatic alcohols and aliphatic ethers intended for motor gasoline blending (e.g., isopropyl ether (IPE) or n-propanol).

Parafinic Lubricants. See Lubricants.

Pentanes Plus. A mixture of hydrocarbons, mostly pentanes and heavier, extracted from natural gas. Includes isopentane, natural gasoline, and plant condensate.

Petrochemical Feedstocks. Chemical feedstocks derived from petroleum principally for the manufacture of chemicals, synthetic rubber, and a variety of plastics. Categories of petrochemical feedstocks include:

Naphtha Less Than 2050C (4010F) end-point. A naphtha with a boiling range of less than 205 degrees Celsius that is intended for use as a petrochemical feedstock.

Other Oils Greater Than or equal to 205^oC (4010F) end-point. Oils with a boiling range equal to or greater than 205 degrees Celsius that are intended for use as a petrochemical feedstock.

Petroleum Coke. A residue high in carbon content and low in hydrogen that is the final product of thermal decomposition in the condensation process in cracking. This product is reported as marketable coke or catalyst coke.

Propane (C3H8). A normally gaseous straight-chain hydrocarbon. It is a colorless paraffinic gas that boils at a temperature of -42 degrees Celsius. It is extracted from natural gas or refinery gas streams.

Propylene (C3H6). An olefinic hydrocarbon recovered from refinery processes or petrochemical processes.

Renewable Diesel Fuel (HDRD/HVO). Hydrogenation-derived renewable diesel (HDRD) or hydrogenated vegetable oil (HVO) is a diesel substitute that can be derived from renewable fuel feedstocks. Exclude renewable diesel fuel coprocessed with petroleum feedstocks.

Renewable Fuels (Other). Fuels and fuel blending components, except biomass-based diesel fuel, renewable diesel fuel, and fuel ethanol, produced from renewable biomass.

Residual Fuel Oil. A general classification for the heavier oils, known as No. 4, No. 5, and No. 6 fuel oils, that remain after the distillate fuel oils and lighter hydrocarbons are distilled away in refinery operations. NOTE: No. 6 fuel oil includes Bunker C fuel oil.

Residuum. See Unfinished Oils.

Special Naphthas (solvents). All finished products within the naphtha boiling range that are used as paint thinners, cleaners, or solvents. These products are refined to a specified flash point.

Still Gas (Refinery Gas). Any form or mixture of gases produced in refineries by distillation, cracking, reforming, and other processes. The principal constituents are methane, ethane, ethylene, normal butane, butylene, propane, propylene, etc. Still gas is used as a refinery fuel and a petrochemical feedstock.

Synthetic crude oil. See Crude Oil.

Unfinished Oils (excluding synthetic crude oil). All oils requiring further processing. Unfinished oils are produced by partial refining of crude oil and include naphthas and lighter oils, kerosene and light gas oils, heavy gas oils, and residuum.

Heavy Gas Oil. Petroleum distillates with an approximate boiling range from 334 degrees Celsius to 538 degrees Celsius.

Residuum. Residue from crude oil after distilling off all but the heaviest components, with a boiling range greater than 538 degrees Celsius.

Wax. A solid or semi-solid material at 25 degrees Celsius consisting of a mixture of hydrocarbons obtained or derived from petroleum fractions, or through a Fischer-Tropsch type process, in which the straight-chained paraffin series predominates. This includes all marketable wax, whether crude or refined, with a congealing point between 27 (or 29) and 121 degrees Celsius and a maximum oil content of 50 weight percent.