Introduction to the North American Industry Classification System (NAICS) Canada 2017 Version 3.0

Status

This standard was approved as a departmental standard on October 16, 2017.

Purpose of 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.

Economic statistics describe the behaviour and activities of economic transactors and of the transactions that take place among them. The economic transactors 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.

NAICS is a comprehensive system encompassing all economic activities. It has a hierarchical structure. At the highest level, it divides the economy into 20 sectors. At lower levels, it further distinguishes the different economic activities in which businesses are engaged.

NAICS is designed for the compilation of production statistics and, therefore, for the classification of data relating to establishments. It takes into account the specialization of activities generally found at the level of the producing units of businesses. The criteria used to group establishments into industries in NAICS are similarity of input structures, labour skills and production processes.

NAICS can also be used for classifying companies and enterprises. However, when NAICS is used in this way, the following caveat applies: NAICS has not been specially designed to take account of the wide range of vertically- or horizontally-integrated activities of large and complex, multi-establishment companies and enterprises. Hence, there will be a few large and complex companies and enterprises whose activities may be spread over the different sectors of NAICS, in such a way that classifying them to one sector will misrepresent the range of their activities. However, in general, a larger proportion of the activities of each complex company and enterprise is more likely to fall within the sector, subsector and industry group levels of the classification than within the industry levels. Hence, the higher levels of the classification are more suitable for the classification of companies and enterprises than are the lower levels. It should also be kept in mind that when businesses are composed of establishments belonging to different NAICS industries, their company- and enterprise-level data will show a different industrial distribution, when classified to NAICS, than will their establishment-level data, and the data will not be directly comparable.

While NAICS is designed for the classification of units engaged in market and non-market production, as defined by the System of National Accounts, it can also be used to classify own-account production, such as the unpaid work of households.

NAICS has been designed for statistical purposes. Government departments and agencies and other users that use it for administrative, legislative and other non-statistical purposes take responsibility for applying the classification in this manner.

Preface

The North American Industry Classification System (NAICS) represents a continuing cooperative effort among Statistics Canada, Mexico's Instituto Nacional de Estadística y Geografía (INEGI), and the Economic Classification Policy Committee (ECPC) of the United States, acting on behalf of the Office of Management and Budget, to create and maintain a common industry classification system. With its inception in 1997, NAICS replaced the existing classification of each country, the Standard Industrial Classification (1980) of Canada, the Mexican Classification of Activities and Products (1994), and the Standard Industrial Classification (1987) of the United States. Since 1997, the countries have collaborated in producing 5-year revisions to NAICS in order to keep the classification system current with changes in economic activities. This update of the classification is important as new industries are created to align with the legalization of cannabis for non-medical use.

The North American Industry Classification System is unique among industry classifications in that it is constructed within a single conceptual framework. Economic units that have similar production processes are classified in the same industry, and the lines drawn between industries demarcate, to the extent practicable, differences in production processes. This supply-based, or production-oriented, economic concept was adopted for NAICS because an industry classification system is a framework for collecting and publishing information on both inputs and outputs, for statistical uses that require that inputs and outputs be used together and be classified consistently. Examples of such uses include measuring productivity, unit labour costs, and capital intensity of production, estimating employment-output relationships, constructing input-output tables, and other uses that imply the analysis of production relationships in the economy. The classification concept for NAICS leads to production of data that facilitate such analyses.

In the design of NAICS, attention was given to developing a production-oriented classification for (a) new and emerging industries, (b) service industries in general, and (c) industries engaged in the production of advanced technologies. These special emphases are embodied in the particular features of NAICS, discussed below. These same areas of special emphasis account for many of the differences between the structure of NAICS and the structures of industry classification systems in use elsewhere. NAICS provides enhanced industry comparability among the three North American Free Trade Agreement (NAFTA) trading partners, while also increasing compatibility with the two-digit level of the International Standard Industrial Classification (ISIC Rev.4) of the United Nations.

NAICS divides the economy into twenty sectors. Industries within these sectors are grouped according to the production criterion. Though the goods/services distinction is not explicitly reflected in the structure of NAICS, four sectors are largely goods-producing and sixteen are entirely services-producing industries.

A key feature of NAICS is the information and cultural sector that groups industries that primarily create and disseminate a product subject to copyright. This sector brings together those activities that transform information into a commodity that is produced and distributed, and activities that provide the means for distributing those products, other than through traditional wholesale-retail distribution channels. Industries included in this sector are telecommunications; broadcasting; newspaper, book, and periodical publishing; software publishing; motion picture and sound recording industries; libraries; Internet publishing and broadcasting; and other information services.

Another feature of NAICS is a sector for professional, scientific and technical services. It comprises establishments engaged in activities where human capital is the major input. The industries within this sector are each defined by the expertise and training of the service provider. The sector includes such industries as offices of lawyers, engineering services, architectural services, advertising agencies, and interior design services.

A sector for arts, entertainment and recreation groups facilities or services that meet the cultural, entertainment and recreational interests of patrons.

The health care and social assistance sector recognizes the merging of the boundaries of these two types of services. The industries in this sector are arranged in an order that reflects the range and extent of health care and social assistance provided. Some important industries are family planning centres, outpatient mental health and substance abuse centres, and community care facilities for the elderly.

In the manufacturing sector, the computer and electronic product manufacturing subsector brings together industries producing electronic products and their components. The manufacturers of computers, communications equipment, and semiconductors, for example, are grouped into the same subsector because of the inherent technological similarities of their production processes, and the likelihood that these technologies will continue to converge in the future. The reproduction of packaged software is placed in this sector, rather than in the services sector, because the reproduction of packaged software is a manufacturing process, and the product moves through the wholesale and retail distribution systems like any other manufactured product. NAICS acknowledges the importance of these electronic industries, their rapid growth over the past several years and the likelihood that these industries will, in the future, become even more important in the economies of the three NAICS partner countries.

The NAICS structure reflects the levels at which data comparability was agreed upon by the three statistical agencies. The boundaries of all the sectors of NAICS have been delineated. In most sectors, NAICS provides for comparability at the industry (five-digit) level. However, for real estate, and finance and insurance, three-country comparability will occur either at the industry group (four-digit) or subsector (three-digit) levels. For these sectors, differences in the economies of the three countries prevent full comparability at the NAICS industry level. For utilities, retail trade, wholesale trade, and public administration, the three countries' statistical agencies have agreed, at this time, only on the boundaries of the sector (two-digit level). Below the agreed upon level of comparability, each country may add additional detailed industries, as necessary to meet national needs, provided that this additional detail aggregates to the NAICS level.

Foreword

Statistics Canada, the Instituto Nacional de Estadistica y Geografía (INEGI) of Mexico and the United States Office of Management and Budget, through its Economic Classification Policy Committee, have jointly updated the system of classification of economic activities that makes the industrial statistics produced in the three countries comparable. The North American Industry Classification System (NAICS) revisions for 2017 are scheduled to go into effect for reference year 2017 in the United States and in Canada and 2018 in Mexico. NAICS was originally developed to provide a consistent framework for the collection, analysis, and dissemination of industrial statistics used by government policy analysts, by academics and researchers, by the business community, and by the public.

Revisions for 2017 were made to account for our changing economies. NAICS is the first industry classification system that was developed in accordance with a single principle of aggregation, the principle that producing units that use similar production processes should be grouped together. NAICS also reflects, in a much more explicit way, the significant changes in technology and in the growth and diversification of services in recent decades. Though NAICS differs from other international industry classification systems, the three countries continue to strive to create industries that do not cross two-digit boundaries of the United Nations' International Standard Industrial Classification of All Economic Activities (ISIC).

The actual classification reveals only the tip of the work carried out by staff from INEGI, Statistics Canada, and U.S. statistical agencies. It is through their regular efforts, analysis, and co-operation that NAICS has emerged as a harmonized international classification of economic activities in North America.

Historical background

Over the years, Statistics Canada has developed and used a number of industrial classification systems. In 1948, the first Canadian Standard Industrial Classification (SIC) was developed. This was done to meet the government's need to establish a more comprehensive and fully-integrated system of economic reporting, in support of the key objectives of its post-war reconstruction programme outlined in the 1945 White Paper (on employment and income). The 1948 SIC brought together different industry descriptions in use at the time, each of which was applied to data about different aspects of the economy based on different definitions. It facilitated data comparability, by providing a framework of common concepts, terminology and groupings of industries. The introduction to the 1948 SIC manual stated that it was designed for the classification of the establishment but a precise definition was not provided.

In the major revision of the SIC in 1960, the importance of the need for a standard unit of observation was emphasized by the provision of a standard definition of the establishment. The variables needed to assemble the "basic industrial statistics" required for the analysis of the different sectors of the economy were specified and the establishment became the smallest unit capable of reporting that set of variables. The 1970 revision updated the industry groupings to reflect changes in the industrial structure of the economy.

The 1980 revision of the SIC was again a major one. This revision more directly linked the SIC to the System of National Accounts (SNA). It specified the universe of production to be as defined for the production accounts of the SNA. It drew a picture of all the variables that needed to be collected from or allocated to the establishment, in order to calculate value added by establishment for the Input Output accounts and Real Domestic Product by industry. It gave more emphasis to the role of "ancillary" activities in the collection of an integrated system of economic statistics and emphasized the difference between technical and ancillary activities and the role of ancillary units in accounting for total production. By using available statistics, it more explicitly used measures of specialization and coverage to delineate manufacturing industries. It recommended the use of the 1980 SIC for the classification of establishments and the compilation of production statistics.

In 1980, a separate classification, the Canadian Standard Industrial Classification for Companies and Enterprises, was produced for the compilation of financial statistics related to companies and enterprises. This classification took account of vertically-integrated companies and enterprises and created special classes for them at the lowest level of the classification. The higher levels of the classification cut across the traditional groupings of industrial classifications based on separating primary, secondary and tertiary activities in the economy and created sector groupings that drew together single and vertically-integrated companies and enterprises engaged in the production of similar product groups.

It was customary to revise the SIC at ten-year intervals; however, by 1990 not all the economic statistics programs of Statistics Canada had implemented the 1980 SIC. It was decided to postpone the revision and to take into account the statistical needs of the North American Free Trade Agreement signed in January 1994. The needs were met by developing NAICS, an industrial classification common to Canada, Mexico and the United States. The first version, NAICS 1997, was released in March 1998.

NAICS was revised for 2002 to achieve increased comparability among the three countries in selected areas and to identify additional industries for new and emerging activities. To that end, the construction sector was revised and comparability achieved, for the most part, at the industry (five-digit) level. Industries were created for Internet services providers and web search portals, and Internet publishing and broadcasting.

Changes to Canadian and world economies continue to impact on classification systems. NAICS was revised for 2007 to reflect these changes. In particular, the information sector was once again updated. The updates took into account the rapid changes within this area, including the merging of activities. As a result, Internet publishing and broadcasting and web search portals have been combined, as have Internet service providers and data processing, hosting, and related services. Telecommunications resellers and other telecommunications have also been merged.

The 2012 NAICS revision was undertaken to achieve one main goal: to modify or create industries to reflect new, emerging, or changing activities and technologies. New industries were created for video game publishers and designers, and small clothing manufacturing industries were rolled up to a higher classification level. In addition, new guidelines for the coding of units that outsource production of goods were written into the sector definitions for 31-33 Manufacturing and 41 Wholesale trade.

Revision of NAICS Canada for 2017 (Version 1.0)

A public consultation was launched on Statistics Canada's website on July 30th, 2013 through a call for proposals for changes to the 2012 NAICS version. The deadline for receipt of proposals was July 31st, 2014. Review of the proposals and consultations within Statistics Canada and with our Mexican and American counterparts were undertaken starting in 2013 and ending in 2015. NAICS Canada revisions for 2017 (Version 1.0) were finalized early in 2016.

Various kinds of changes are brought into NAICS for 2017 (Version 1.0). Many changes involve clarification of the definition and boundary of classes through changes to the descriptive text of the definition; the illustrative examples; the exclusions; and titles of industries. Some changes involve the reduction of industry detail, while other industries are detailed further.

Outsourcing of manufacturing

Units that outsource the transformation process for manufactured goods – will continue to be classified consistent with the treatment in International Standard Industrial Classification of All Economic Activities (ISIC) Revision 4. The units will be classified to manufacturing if the units own the material inputs to production. Otherwise the units will be classified to wholesale trade.

Telecommunications

The telecommunications industries were revised in recognition of the structure of telecommunications companies. Telecommunications carriers integrate all technologies, including wired and wireless. The corresponding NAICS change is a merging of 517111 Wired telecommunications carriers (except cable), 517112 Cable and other program distribution and 517210 Wireless telecommunications carriers (except satellite) into 517310 Wired and wireless telecommunications carriers. Telecommunications resellers are split out as 517911 Telecommunications resellers.

Oil and gas extraction

The oil and gas extraction industries were expanded to better reflect the structure of the Canadian industry. New 6-digit industries were created: 211141 In-situ oil sand extraction and 211142 Mined oil sands extraction.

Arts, sports and recreation

In order to better align the classification of arts, sports and recreation industries with user needs, new 6-digit industries were created in subsectors 711 Performing arts, spectator sports and related industries and 713 Amusement, gambling and recreation industries. These new industries are 711214 Other racing facilities and related activities, 711215 Independent athletes performing before a paying audience, 711217 Sports teams and clubs performing before a paying audience and supporting activities, 711411 Agents and managers for artists, entertainers and other public figures, 711412 Sports agents and managers, 713991 Sports clubs, teams and leagues performing before a non-paying audience, 713992 Other sports facilities and 713999 All other amusement and recreation industries.

Rental industries

In recognition of changes in rental industries and the small or diminishing size of some rental industries, 532220 Formal wear and costume rental, 532230 Video tape and disc rental and 532290 Other consumer goods rental were merged into 532280 Other consumer goods rental.

Record production and distribution

The industries 512210 Record production and 512220 Integrated record production/distribution were merged into 512250 Record production and distribution. This regrouping was initiated in response to the small size of the industries.

NAICS Canada 2017 Version 2.0

NAICS Canada 2017 Version 2.0 was released in March 2017. This version was created to meet urgent classification needs prior to the next scheduled NAICS revision in 2022.

Internet-only publishing

The principle change for NAICS Canada 2017 Version 2.0 consists of moving Internet-only publishing activities out of 519130 Internet publishing and broadcasting and web search portals (which becomes 519130 Internet broadcasting and web search portals) and into the corresponding publishing industries. Affected publishing industries are 511110 Newspaper publishers, 511120 Periodical publishers, 511130 Book publishers, 511140 Directory and mailing list publishers, 511190 Other publishers, 511211 Software publishers (except video game publishers), 511212 Video game publishers, and 512230 Music publishers.

Marijuana cultivation

A change was made to the list of examples to clarify the treatment of marijuana cultivation for medicinal purposes. The growing of medicinal marijuana under cover is classified to 111419 Other food crops grown under cover.

NAICS Canada 2017 Version 3.0

NAICS Canada 2017 Version 3.0 was released in September 2018. This version was created to meet classification needs prior to the next scheduled NAICS revision in 2022.

Cannabis industries

The principle change for NAICS Canada 2017 Version 3.0 consists of creating new cannabis-related industries in agriculture, manufacturing, wholesale trade and retail trade. The new industries are 111412 Cannabis grown under cover, 111995 Cannabis grown in open fields, 312310 Cannabis product manufacturing, 413410 Cannabis merchant wholesalers and 453993 Cannabis stores. In addition, new examples for cannabis wholesale by business-to-business electronic markets and cannabis products wholesale agents and brokers have been added to 419110 Business-to-business electronic markets and 419120 Wholesale trade agents and brokers, respectively. Cannabis cultivation for medicinal purposes has been moved from 111419 Other food crops grown under cover to 111412 Cannabis grown under cover.

The Development of NAICS

NAICS was developed by Statistics Canada, Mexico's Instituto Nacional de Estadística y Geografía (INEGI) and the Economic Classification Policy Committee (ECPC) of the United States Office of Management and Budget.

The three countries agreed upon the conceptual framework of the new system and the principles upon which NAICS was to be developed.

  1. NAICS would be based on a production-oriented or supply-based conceptual framework. This means that producing units using similar production processes would be grouped together in NAICS.
  2. Special attention would be given to developing production-oriented classifications for (a) new and emerging industries (b) service industries in general and (c) industries engaged in the production of advanced technologies.
  3. Time-series continuity would be maintained to the extent possible. However, changes in the economy and proposals from data users would be considered. In addition, in order to create a common system for all three countries, adjustments would be made where the United States, Canada and Mexico had incompatible definitions.
  4. In the interest of a wider range of international comparisons, the three countries would strive for greater compatibility with the International Standard Industrial Classification of All Economic Activities (ISIC Revision 3) by minimizing the extent to which the lowest levels of NAICS crossed the boundaries of the 2-digit level of ISIC Revision 3.

To help with the development of NAICS, a user committee meeting was called in November 1994 and extensive consultation was undertaken in Canada with federal and provincial government departments and agencies, business and trade associations, economic analysts and the advisory committees of Statistics Canada.

A co-ordinating committee and subcommittees, which covered agriculture, mining and manufacturing, construction, distribution networks (retail and wholesale trade, transportation, communications and utilities), finance, insurance and real estate, business and personal services and health, social assistance and public administration, were responsible for developing the proposed structure of NAICS, in co-operation with representatives from INEGI and the U.S. statistical agencies. Proposals from all three countries concerning individual industries were considered for acceptance, if the proposed industry was based on the production-oriented concept of the system. The structure of NAICS was developed in a series of three-country meetings and formally accepted by the senior representatives of the ECPC, INEGI and Statistics Canada.

The final structure of NAICS was accepted by the heads of Statistics Canada, INEGI and the Office of Management and Budget of the United States on December 10, 1996.

Conceptual framework of NAICS

NAICS is based on a production-oriented, or supply-based conceptual framework in that establishments are grouped into industries according to similarity in the production processes used to produce goods and services. The production process refers to the combination of inputs (capital, labour, energy, materials and services – KLEMS) used in producing a certain quantity of outputs. A production-oriented industry classification system ensures that statistical agencies in the three countries can produce information on inputs and outputs, industrial performance, productivity, unit labour costs, employment, and other statistics that reflect structural changes occurring in the three economies.

Producing units are grouped into industries according to similarities in their production processes as defined earlier. The boundaries between industries demarcate, in principle, differences in input structures and production technologies. This means that, in the language of economics, producing units within an industry have similar production functions that differ from those of producing units in other industries.

The unit of observation of the industrial classification is the producing unit or establishment, and the industrial classification groups producing units, not products. Groupings of producing units permit the collection of data on inputs and outputs on a comparable basis. Because establishments each produce a number of products in different combinations and using different technologies, it is hardly possible to group all the establishments producing a particular product. It is more useful to use a production-oriented approach to bring together, into industries, establishments with common input structures, and to compile data on their outputs. This permits the compilation of comprehensive data on the total output of each product by industry and across all industries.

In contrast, the various versions of the Canadian SIC and of the International Standard Industrial Classification of All Economic Activities (ISIC) of the United Nations have used mixed criteria to create the industries of the classification.

Use of the North American Product Classification System (NAPCS)

The needs of analysts to study market shares and the demand for products can more effectively be met by compiling data relating to the products produced by industries and using a product classification based on demand-oriented criteria to group products by markets served. Users of NAICS may want to consider and evaluate whether the classification they require is industry-based or product-based and whether a product classification would best suit their needs.

The North American Product Classification System (NAPCS) is a classification that organizes goods and services throughout the economy in a systematic fashion. It is a departmental standard classification for goods and services. A description of NAPCS is available at the following link: Standard product classifications.

Structure of NAICS

The structure of NAICS is hierarchical. The numbering system that has been adopted is a six-digit code, of which the first five digits are used to describe the NAICS levels that will be used by the three countries to produce comparable data. The first two digits designate the sector, the third digit designates the subsector, the fourth digit designates the industry group and the fifth digit designates the industry. The sixth digit is used to designate national industries. A zero as the sixth digit indicates that there is no further national detail.

NAICS agreements define the boundaries of the twenty sectors into which the classification divides the economies of the three countries. Although, typically, agreement has been reached that comparable data will be made available for Canada, Mexico and the United States up to the five-digit industry level of NAICS, differences in the organization of production in the economies of the three countries necessitated certain exceptions. For some sectors, subsectors and industry groups, three-country agreement was reached only on their boundaries rather than on detailed industry structures.

In general, the use of the same code across the three countries indicates that the class is comparable, even if the title is not identical because of differences in the use of language.

NAICS with Canadian detail is designated NAICS Canada while NAICS with the United States' and Mexico's own six-digit detail are designated NAICS United States and Sistema de Clasificación Industrial de América del Norte (SCIAN) México, respectively.

Comparability among the three countries is indicated by superscripts at the end of class titles. The abbreviation "CAN" indicates a Canadian-only class, "MEX" indicates that the Canadian and Mexican classes are comparable, and "US" indicates that the Canadian and United States classes are comparable. When no superscript appears, the Canadian, Mexican and United States classes are comparable.

NAICS Canada 2017 Version 3.0 structure

NAICS Canada 2017 Version 3.0 consists of 20 sectors, 102 subsectors, 324 industry groups, 710 industries and 928 Canadian industries, and replaces NAICS Canada 2017 Version 2.0. The following summary table shows the counts of subsectors, industry groups, industries, and Canadian industries for each of the NAICS sectors.

2017 NAICS Canada 3.0 Structure
Code Sectors Sub-sectors Industry groups Industries Canadian industries Total
11 Agriculture, forestry, fishing and hunting 5 19 41 52 117
21 Mining, quarrying, and oil and gas extraction 3 5 11 30 49
22 Utilities 1 3 6 10 20
23 Construction 3 10 28 29 70
31-33 Manufacturing 21 87 182 252 542
41 Wholesale trade 9 27 73 73 182
44-45 Retail trade 12 27 58 75 172
48-49 Transportation and warehousing 11 29 42 58 140
51 Information and cultural industries 6 11 25 28 70
52 Finance and insurance 5 11 28 52 96
53 Real estate and rental and leasing 3 8 17 20 48
54 Professional, scientific and technical services 1 9 35 41 86
55 Management of companies and enterprises 1 1 1 2 5
56 Administrative and support, waste management and remediation services 2 11 29 34 76
61 Educational services 1 7 12 12 32
62 Health care and social assistance 4 18 30 37 89
71 Arts, entertainment and recreation 3 9 23 38 73
72 Accommodation and food services 2 6 10 18 36
81 Other services (except public administration) 4 14 30 38 86
91 Public administration 5 12 29 29 75
Total 102 324 710 928 2064

Definition of the establishment

NAICS is a classification system for establishments. The establishment is defined as the smallest operating entity for which records provide information on the cost of inputs - capital, labour, energy, materials and services - employed to produce the units of output. The output may be sold to other establishments and receipts or sales recorded, or the output may be provided without explicit charge, that is, the good or service may be "sold" within the company itself.

The establishment in NAICS Canada is generally a single physical location, where business is conducted or where services or industrial operations are performed (for example, a factory, mill, store, hotel, movie theatre, mine, farm, airline terminal, sales office, warehouse, or central administrative office).

There are cases where records identify distinct and separate economic activities performed at a single physical location (e.g., shops in a hotel). These retailing activities, operated out of the same physical location as the hotel, are identified as separate establishments and classified in retail trade while the hotel is classified in accommodation. In such cases, each activity is treated as a separate establishment provided that: no one industry description in the classification includes such combined activities; separate reports can be prepared on the number of employees, their wages and salaries, sales or receipts, and expenses; and employment and output are significant for both activities.

Exceptions to the single location exist for physically dispersed operations, such as construction, transportation, and telecommunications. For these activities the individual sites, projects, fields, networks, lines, or systems of such dispersed activities are not normally considered to be establishments. The establishment is represented by those relatively permanent main or branch offices, terminals, stations, and so forth, that are either (1) directly responsible for supervising such activities, or (2) the base from which personnel operate to carry out these activities.

Although an establishment may be identical with the enterprise (company), the two terms should not be confused. An enterprise (company) may consist of more than one establishment. Such multi-unit enterprises may have establishments in more than one industry in NAICS. If such enterprises have a separate establishment primarily engaged in providing headquarters services, these establishments are classified in NAICS Sector 55, Management of companies and enterprises.

Although all establishments have output, they may or may not have receipts. In large enterprises, it is not unusual for establishments to exist to solely serve other establishments of the same enterprise (auxiliary establishments). In such cases, these units often do not collect receipts from the establishments they serve. This type of support activity is found throughout the economy and involves goods producing activities as well as services. Units that carry out support activities for the enterprise to which they belong are classified, to the extent feasible, according to the NAICS code related to their own activity. This means that warehouses providing storage facilities for their own enterprise will be classified as warehouses.

Determining the Industry Classification of an establishment

An establishment is classified to an industry when its principal activity meets the definition for that industry. This is a straightforward determination for establishments engaged in a single activity, but where establishments are engaged in more than one activity, it is necessary to establish procedures for identifying its principal activity.

In cases where there is more than one activity, the industry code is assigned based on the relative share of value-added. The activity with the largest value-added is identified as the establishment's principal activity, and the establishment is classified to the industry corresponding to that activity. For example, if the value added within an establishment consists of 40% from manufacturing dishwashers, 30% from manufacturing airspeed instruments and 30% from assembling clocks, it will be classified to NAICS 335223, Major kitchen appliance manufacturing. The assignment of the industry code is performed at the 6-digit level of the classification.

In most cases, when an establishment is engaged in more than one activity, the activities are treated independently. However, in some cases, the activities are treated in combination. There are two types of combined activities that are given special attention in NAICS. They are vertical integration and joint production (horizontal integration).

These combined activities have an economic basis and occur in both goods-producing and services-producing sectors. In some cases, there are efficiencies to be gained from combining certain activities in the same establishment. Some of these combinations occur so commonly or frequently that their combination can be treated as a third activity in its own right and explicitly classified in a specific industry.

One approach to classifying these activities would be to use the primary activity rule, that is, whichever activity is largest. However, the fundamental principle of NAICS is that establishments that employ the same production process should be classified in the same industry. If the premise that the combined activities correspond to a distinct third activity is accepted, then using the primary activity rule would place establishments performing the same combination of activities in different industries, thereby violating the production principle of NAICS. A second reason for NAICS recognizing combined activities is to improve the stability of establishment classification, both over time and among the various parties that implement the classification. An establishment should remain classified in the same industry unless its production process changes; and different parties should code the same establishment or type of establishment in the same way. A consistent treatment of establishments with combined activities is more likely if they are classified to a single industry.

Vertical integration involves consecutive stages of fabrication or production processes in which the output of one step is the input of the next. In general, establishments will be classified based on the final process in a vertically-integrated production environment, unless specifically identified as classified in another industry. For example, paper may be produced either by establishments that first produce pulp and then consume that pulp to produce paper or by those establishments producing paper from purchased pulp. NAICS specifies that both of these types of paper-producing processes should be classified in NAICS 32212, Paper mills rather than in NAICS 32211, Pulp mills. In other cases, NAICS specifies that vertically-integrated establishments be classified in the industry representing the first stage of the manufacturing process. For example, steel mills that make steel and also perform other activities such as producing steel castings are classified in NAICS 33111, Iron and steel mills and ferro-alloy manufacturing, the first stage of the manufacturing process.

The joint production of goods or services represents the second type of combined activities. In some cases, these combined activities have been assigned to a specific NAICS industry. For example, establishments that both engage in the sale of new cars and also provide repair services are coded to NAICS 44111, new car dealers. In other cases, specific industries have been identified for these combined activities, such as NAICS 44711, Gasoline stations with convenience stores.

In some complex businesses, there are units that exclusively produce services in support of other units within the same company or enterprise. Examples of such units are transportation units, central administrative units and head offices. Such units are known as ancillary units and are classified according to the NAICS code related to their own activity. This means that a warehouse providing storage facilities for its own company or enterprise will be classified as a warehouse. Similarly, a head office providing headquarters services for its own company or enterprise will be classified to the head office industry.

The Relationship of NAICS Canada and ISIC Revision 4

Recognizing that economic statistics are substantially more useful if they are also internationally comparable, the Economic and Social Council of the United Nations (UN) first adopted an International Standard Industrial Classification of All Economic Activities (ISIC) in 1948. Since then, ISIC has been revised in 1958, 1968, 1989, and, most recently, in 2008. This 2008 version of the classification is referred to as ISIC Revision 4. With these various revisions, the Council has recommended that member states adopt, as soon as possible, the latest version of the classification, with such modifications as necessary to meet national requirements, without disturbing the framework of the classification.

Similar to NAICS, ISIC was designed primarily to provide a classification for grouping activities (rather than enterprises or firms), and the primary focus for the ISIC classification system is the kind of activity in which establishments or other statistical entities are engaged. Whereas the main criteria employed in delineating the divisions, groups and classes of ISIC are: (a) the character of the goods and services produced; (b) the uses to which the goods and services are put; and (c) the inputs, the process and technology of production, it is the third criterion of ISIC that corresponds to the conceptual basis of NAICS.

ISIC Rev. 4 groups economic activity into 21 broad sections, 88 divisions, 238 groups, and 419 classes. In the coding system, sections are distinguished by the letters A through U and the divisions, groups, and classes are identified as the two-digit, three-digit, and four-digit groupings, respectively. As was the case with NAICS, the most recent revision of ISIC also focused on improvements to the detail in services sections.

In the development and subsequent revision of NAICS industries, the statistical agencies of the three countries strove to create industries that did not cross ISIC two-digit boundaries. The 2007 revision of NAICS and revision 4 of ISIC increased comparability beyond previous levels. The 2012 and 2017 NAICS revisions maintains the same level of comparability with ISIC Rev. 4.

The third and fourth versions of ISIC put increased emphasis on harmonization with other activity classifications. ISIC Rev. 4 in particular was intended to have improved comparability with NAICS. The ISIC Rev. 4 revision process spanned several years and involved contributions from classification experts and users around the world, including NAICS experts. The revised ISIC structure is more detailed than the previous version, especially in the area of services. As well, to improve comparability explanatory notes have been extended to provide additional detail. This improved comparability reflects ISIC's central role in international comparison and analysis of industry statistics.

In addition to working to maintain coherence between NAICS and ISIC, international efforts have also focused on moving towards greater coherence between NAICS, ISIC and the Statistical Classification of Economic Activities in the European Community (NACE, Nomenclature statistique des activités économiques dans la Communauté européenne). NACE is very similar to ISIC, so improved convergence of NAICS with ISIC benefits convergence with NACE as well.

Classification Structure

The Classification Structure displays the codes and titles of the sectors, subsectors, industry groups, industry, and national industries of NAICS Canada. In general, comparable sectors, subsectors, industry groups, industries carry the same code in NAICS Canada, NAICS Mexico and NAICS United States.

The superscript symbols at the end of NAICS class titles used to signify comparability are:

CAN
Canadian industry only
MEX
Canadian and Mexican industries are comparable
US
Canadian and United States industries are comparable
[Blank]
[No superscript symbol] Canadian, Mexican and United States industries are comparable.
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Information for respondents

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

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

Survey Objective

This survey collects information that is necessary for monitoring federal patent, royalty and licensing related activities in Canada, and to support the development of science and technology policy. The data collected will be used by federal science policy analysts. Your information may also be used by Statistics Canada for other statistical and research purposes.

Confidentiality

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

Security of emails and faxes

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

Data sharing agreement

To reduce response burden and to ensure more uniform statistics, Statistics Canada has entered into an agreement under Section 12 of the Statistics Act with Innovation, Science and Economic Development Canada for sharing information from this survey. Innovation, Science and Economic Development Canada has agreed to keep the information confidential and use it only for statistical purposes. Under Section 12, you may refuse to share your information with Innovation, Science and Economic Development Canada by writing a letter of objection to the Chief Statistician and returning it with the completed questionnaire.

Record linkages

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

I hereby authorize Statistics Canada to disclose any or all portions of the data supplied on this questionnaire that could identify this department.

  • Yes
  • No
  • Name of person authorized to sign
  • Official Position
  • Program
  • Department or agency
  • Email address
  • Telephone number
  • Extension

Section 1 - Identifying Intellectual Property (IP)

1.1 Reports and disclosures

Please indicate the number of new instances of Intellectual Property reported or disclosed during the reference year 2017/2018.

Please indicate how many instances of Intellectual Property (not necessarily new) resulted in protection activity by this organization and how many were declined for protection by this organization.

The types of Intellectual Property are defined in the Respondent Guide, Section 4.1.1.

In this question, the number of new IP reports and disclosures and the number of IP reports and disclosures (resulting in protection activity and / or declined for protection) are asked for the following categories:

  • Inventions
  • Copyrightable IP (computer software, databases, educational material, other material)
  • Industrial designs
  • Trademarks
  • Integrated circuit topographies
  • New plant varieties
  • Know-how
  • Other (please specify):

Section 2 - Protecting Intellectual Property (IP)

2.1 Patents

2.1 a) During reference year 2017/2018, how many initiating and follow-on patents were applied for and how many patents were issued with the support of this organization? Initiating patent applications include provisional or first filings.
Follow-on patent applications include any that claim priority from an initiating patent application.
International (for example, Patent Cooperation Treaty applications, PCT) and regional applications (e.g., European Patent Office applications) should be counted as single applications.

In this question, the number of New patent applications (Initiating, Follow-on, and Total) and Total patents issued are requested.

2.1 b) Patents held, commercialized and pending

In this question, the Total number are asked of each of the following categories:

  • Total patents held (including patents issued during the reference year)
  • Total patents pending
  • Patents (held or pending) licensed, assigned or otherwise commercialized during the reference year

Section 3 - Licences

3.1 New and active licences

Please report the number of new licences executed during the reference year 017/2018 and the number of active licences at the end of the reference year 2017/2018. If detailed figures are not available, please report totals in the appropriate cells. Please see the Respondent Guide, Section 4.3.1, for detailed definitions.

In this question, the number of exclusive or sole licence, Non-exclusive or multiple licences, and total are asked of each of the following categories:

  • a) New licences executed with Canadian licensees
  • b) New licences executed with foreign licensees
  • Total new licence (a + b)
  • c) Active licences executed with Canadian licensees
  • d) Active licences executed with foreign licensees
  • Total active licences (c + d)

3.2 Income received from IP

Please specify the nature of the income received during the reference year 2017/2018 from IP commercialization.

In this question, Income received from IP commercialization (in thousands of Canadian dollars) are asked for the following:

  • Running royalties and milestones payments
  • One-time sale of IP (in exchange for a single payment or several payments)
  • Reimbursement of patent, legal and related costs
  • Licence income received from another Canadian institution under a revenue sharing agreement
  • Other (please specify):
  • Total income received from IP commercialization

Section 4 - Respondent Guide

This questionnaire, in general, covers the intellectual property generated from R&D activities. We acknowledge that commercializable IP arises from other activities as well and that it may be difficult to differentiate. Whenever possible, please report figures for IP generated from R&D activities. If this is not possible, please note that the figures include IP generated from non-R&D activities.

If exact numbers are not readily available, please provide estimates with a note indicating this.

Please do not leave any question blank. Enter zero responses with the digit «0» if the value is known to be zero. If the data are not available, enter «N/A». In cases where the question is not applicable, please indicate this.

Report all dollar amounts in thousands of Canadian dollars.

Notes on survey questions

1.1 Identifying IP – Reports and disclosures:

  • Invention: Includes any new and useful art, process, machine, manufacture or composition of matter, or any new and useful improvement in any art, process, machine, manufacture or composition of matter (Public Servants Inventions Act. R.S., c. P-31, s. 1.). Some inventions are patentable in some jurisdictions but not in others: these include novel genetically-engineered life forms, new microbial life forms, methods of medical treatment and computer software.
  • Copyrightable IP can be broken into the following:
    • Computer software or databases: As noted above, computer software can be patented but normally it is protected by copyright. Databases may also be copyrighted.
    • Educational materials: This category includes special materials that may be copyrighted but are not necessarily in the form of printed books. This could include broadcast lessons, Internet pages, booklets, posters or computer files, among others.
    • Other material: This category includes any copyrightable works other than computer software and databases and special educational materials such as literary, artistic, dramatic or musical works, books, and papers.
  • Industrial designs: These are original shapes, patterns or ornamentations applied to a manufactured article. Industrial designs are protected by registration with the Canadian Intellectual Property Office.
  • Trademarks: These are words, symbols, designs, or combinations thereof used to distinguish your wares or services from someone else's. Trademarks are registered with the Canadian Intellectual Property Office.
  • Integrated circuit topographies: This is a three-dimensional configuration of the electronic circuits used in microchips and semiconductor chips. Integrated circuit topographies can be protected by registration with the Canadian Intellectual Property Office.
  • New plant varieties: Certain plant varieties that are new, different, uniform and stable may be protected by registration with the Plant Breeders' Rights Office, Canadian Food Inspection Agency.
  • Know-how: This is practical knowledge, technique or expertise. For example, certain information is codified in the patent application but a researcher's know-how could be valuable for commercial optimization of the product. Know-how can be licensed independently of the terms of a related patent.

2.1 Patents:

  • Initiating patent applications include provisional or first filings.
  • Follow-on patent applications include any that claim priority from an initiating patent application.
  • Patents pending: A label sometimes affixed to new products informing others that the inventor has applied for a patent and that legal protection from infringement (including retroactive rights) may be forthcoming.

3.1 New and active licences:

  • "New licences executed" refers to the completion of an agreement with a client to use the institution's intellectual property for a fee or other consideration (such as equity in the company).
  • "Exclusive or Sole licences" refers to agreements allowing only one client the right to use the intellectual property.
  • "Exclusive licence" refers to one granted that is exclusive for a territory, for a field of use worldwide or otherwise. Hence, there may be multiple exclusive licences for a single patent.

3.2 Income received is in thousands of Canadian dollars:

  • Running royalties are those based on the sale of products.
  • Milestone payments are those made by a licensee at predetermined points in the commercialization process.
  • One time sales of IP includes income from assignments to commercial exploiters.
  • Other income received from IP: For example, if a potential licensee contributes the funds to apply for the patent, this could be considered another source of income. Please list all items whether or not figures are available.

Contact Person

Name of the contact person who completed this questionnaire:

  • First name
  • Last name
  • Title
  • Email address
  • Telephone number
  • Extension
  • Fax number

How long did you spend collecting the data and completing the questionnaire?

  • hour(s)
  • minutes

Comments

We invite your comments below.

If necessary, please attach a separate sheet.

Please be assured that we review all comments with the intent of improving the survey.

Thank you for completing this questionnaire.

North American Industry Classification System (NAICS) Canada 2017 Version 3.0

What We Heard Report, NAICS Canada 2022 Consultation April 20, 2021

Status

This standard was approved as a departmental standard on October 16, 2017.

NAICS 2017 version 3.0

The North American Industry Classification System (NAICS) has been developed by the statistical agencies of Canada, Mexico and the United States. However, Statistics Canada has created 5 cannabis industries that are unique to NAICS Canada 2017 Version 3.0.

HTML format

CSV format

PDF format

Concordances

Variants of NAICS

New Data Tables

Consultation objectives

Statistics Canada identified the need for a more simplified, coherent and user-friendly website and changed the way it disseminates information to Canadians. Statistics Canada launched its New Dissemination Model in spring 2018.

As part of this new launch, CANSIM tables have been replaced by data tables with the same or similar content that have a consistent presentation and that will be dynamically updated as new results are released. Other changes include the following:

  • Simpler titles to provide greater clarity about the primary focus and components of the table.
  • Each table is initially presented with drop-down filters that allow users to quickly navigate to the data points of interest.
  • Further customization using an Add/remove data button.
  • Having the option to pivot table rows and columns, using the customize layout button.

Following such a large transformation, it is important to ensure that a positive user experience is still provided and that users are able to obtain the desired data in an effective and efficient manner.

Consultation methodology

Statistics Canada conducted in-person usability consultations. Participants were asked to complete a series of tasks and to provide feedback on various New Dissemination Model Data Tables.

How to get involved

This consultation is now closed.

Individuals who wish to obtain more information or to take part in a future consultation may contact Statistics Canada by sending an email to statcan.consultations-consultations.statcan@statcan.gc.ca.

Please note that Statistics Canada selects participants for each consultation to ensure feedback is sought from a representative sample of the target population for the study. Not all applicants will be asked to participate in a given consultation.

Statistics Canada is committed to respecting the privacy of consultation participants. All personal information created, held or collected by the agency is protected by the Privacy Act. For more information on Statistics Canada's privacy policies, please consult the Privacy notice.

Results

What worked

All participants were able to complete the majority of tasks without any major issues. They thought that the tables were fairly easy to use and contained useful features. Participants were fond of the layout and the simplicity of the tables. Overall, the new data tables were well received by participants as they thought that the information provided was clear and easy to understand.

Areas for improvement

  • Participants wanted the ability to further modify and manipulate variables. Additionally, all participants were not unaware and unable to find the tables with additional calculations.
  • Participants indicated that the units of measure were not always consistently indicated in the same area and were not included in the tables.
  • At times, participants were confused by certain labels within the list of indicators and within the manipulation function of the tables.
  • Most participants were not aware of the meaning of the different download options and were concerned that these options did not fully meet their needs.

Recommendations

  • Explore the possibility of adding additional features related to the manipulation of variables, and clearly indicate the availability of tables with additional calculations.
  • Ensure consistency when displaying the units of measure and consider including them within the tables.
  • All sections must be clearly and intuitively labelled to ensure that users know where to find the information they are looking for.
  • Ensure that each download option is clearly explained and consider providing users with download options that better meet their needs.

Statistics Canada thanks participants for their participation in this consultation. Their insights guide the agency's web development and ensure that the final products meet users' expectations.

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Why do we conduct this survey?

This survey collects data on capital and repair expenditures in Canada. The information is used by federal and provincial government departments and agencies, trade associations, universities and international organizations for policy development and as a measure of regional economic activity.

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 it with information from other surveys or from administrative sources.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements 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, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.

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

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, 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, the Northwest Territories and Nunavut as well as the Bank of Canada, Environment and Climate Change Canada, Infrastructure Canada, National Energy Board and Natural Resources 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. Please 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. Please 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)
  • Fax number (including area code)

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

  • ​​​​​Operational
  • Not currently operational

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 for ceased operations

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. Please 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.
  • This is not the current main activity.

Please provide a brief but precise description of this business or organization's main activity.

e.g., breakfast cereal manufacturing, shoe store, software development

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. Please 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

Reporting period information

1. What are the start and end dates of this organization's 2018 fiscal year?

Note: For this survey, the end date should fall between April 1, 2018 and March 31, 2019.

Here are twelve common fiscal periods that fall within the targeted dates:

  • May 1, 2017 to April 30, 2018
  • June 1, 2017 to May 31, 2018
  • July 1, 2017 to June 30, 2018
  • August 1, 2017 to July 31, 2018
  • September 1, 2017 to August 31, 2018
  • October 1, 2017 to September 30, 2018
  • November 1, 2017 to October 31, 2018
  • December 1, 2017 to November 30, 2018
  • January 1, 2018 to December 31, 2018
  • February 1, 2018 to January 31, 2019
  • March 1, 2018 to February 28, 2019
  • April 1, 2018 to March 31, 2019.

Here are other examples of fiscal periods that fall within the required dates:

  • September 18, 2017 to September 15, 2018 ( e.g. , floating year-end)
  • June 1, 2018 to December 31, 2018 ( e.g. , a newly opened business).

Fiscal Year Start date
Fiscal Year-End date

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

  • Seasonal operations
  • New business
  • Change of ownership
  • Temporarily inactive
  • Change of fiscal year
  • Ceased operations
  • Other reason - specify

What are Capital Expenditures?

What are Capital Expenditures?
Capital Expenditures are the gross expenditures on fixed assets for use in the operations of your organization or for lease or rent to others.
Include:

  • cost of all new buildings, engineering, machinery and equipment which normally have a life of more than one year and are charged to fixed asset accounts
  • modifications, additions and major renovations
  • capital costs such as feasibility studies, architectural, legal, installation and engineering fees
  • subsidies
  • capitalized interest charges on loans with which capital projects are financed
  • work done by own labour force
  • additions to work in progress.

How to Treat Leases:
Include:

  • assets acquired as a lessee through either a capital or financial lease
  • assets acquired for lease to others as an operating lease.

Exclude:

  • assets acquired for lease to others, either as a capital or financial lease.

Information for Government Departments
The following applies to government departments only:

  • include all capital expenditures without taking into account the capitalization threshold of your department
  • grants and/or subsidies to outside entities ( e.g. , municipalities, agencies, institutions or businesses) are to be excluded
  • departments are requested to exclude from reported figures budgetary items pertaining to any departmental agency and proprietary crown corporation as they are surveyed separately
  • federal departments are to report expenditures paid for by the department, regardless of which department awarded the contract
  • provincial departments are to include any capital expenditures on construction (exclude outlays for land) and/or machinery and equipment, for use in Canada, financed from revolving funds, loans attached to revolving funds, other loans, the Consolidated Revenue Fund or special accounts.

Capital Expenditures - Preliminary Estimate 2018

1. For the 2018 fiscal year, what are this organization's preliminary estimates for capital expenditures?

Report the value of the projects expected to be put in place during the 2018 fiscal year.

Include:

  • the gross expenditures (including subsidies) on fixed assets for use in the operations of your organization or for lease or rent to others
  • all capital costs such as feasibility studies, architectural, legal, installation and engineering fees as well as work done by your own labour force
  • additions to work in progress.

Imported used fixed assets should be reported under New assets including financial leases.

Purchase of Used Canadian Assets
Definition: Used fixed assets may be defined as existing buildings, structures or machinery and equipment which have been previously used by another organization in Canada that you have acquired during the time period being reported on this questionnaire.
Explanation: The objective of our survey is to measure gross annual new acquisitions to fixed assets separately from the acquisition of gross annual used fixed assets in the Canadian economy as a whole.

Hence, the acquisition of a used fixed Canadian asset should be reported separately since such acquisitions would not change the aggregates of our domestic inventory of fixed assets, it would simply mean a transfer of assets within Canada from one organization to another.

Imports of used assets, on the other hand, should be included with the new assets because they are newly acquired for the Canadian economy.

Work in Progress:
Work in progress represents accumulated costs since the start of capital projects which are intended to be capitalized upon completion.
Typically capital investment includes any expenditure on an asset in which its' life is greater than one year. Capital items charged to operating expenses are defined as expenditures which could have been capitalized as part of the fixed assets, but for various reasons, have been charged to current expenses.

Land
Capital expenditures for land should include all costs associated with the purchase of the land that are not amortized or depreciated.

Residential Construction
Report the value of residential structures including the housing portion of multi-purpose projects and of townsites.
Exclude:

  • buildings that have accommodation units without self-contained or exclusive use of bathroom and kitchen facilities ( e.g. , some student and senior citizen residences)
  • the non-residential portion of multi-purpose projects and of townsites
  • associated expenditures on services.

The exclusions should be included in non-residential construction.

Non-Residential Building Construction (excluding land purchase and residential construction)
Report the total cost incurred during the year of building construction (contract and by own employees) whether for your own use or rent to others. Include also:

  • the cost of demolition of buildings, land servicing and of site-preparation
  • leasehold and land improvements
  • all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
  • townsite facilities, such as streets, sewers, stores, schools.

Non-Residential Engineering Construction
Report the total cost incurred during the year of engineering construction (contract and by own employees) whether for your own use or rent to others. Include also:

  • the cost of demolition of buildings, land servicing and of site-preparation
  • leasehold and land improvements
  • all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
  • oil or gas pipelines, including pipe and installation costs
  • communication engineering, including transmission support structures, cables and lines, etc.
  • electric power engineering, including wind and solar plants, nuclear production plants, power distribution networks, etc.

Machinery and Equipment
Report total cost incurred during the year of all new machinery, whether for your own use or for lease or rent to others. Any capitalized tooling should also be included. Include progress payments paid out before delivery in the year in which such payments are made. Receipts from the sale of your own fixed assets or allowance for scrap or trade-in should not be deducted from your total capital expenditures. Any balance owing or holdbacks should be reported in the year the cost is incurred.
Include:

  • automobiles, trucks, professional and scientific equipment, office and store furniture and appliances
  • computers (hardware and software), broadcasting, telecommunication and other information and communication technology equipment
  • motors, generators, transformers any capitalized tooling expenses
  • progress payments paid out before delivery in the year in which such payments are made
  • any balance owing or holdbacks should be reported in the year the cost is incurred
  • leasehold improvements.
For the 2018 fiscal year, what are this organization's preliminary estimates for capital expenditures?
 
  New Assets including financial leases Purchase of Used Canadian Assets Renovation Retrofit Refurbishing Overhauling Restoration Total Capital Expenditures
Land        
Residential Construction        
Non-Residential Building Construction        
Non-Residential Engineering Construction        
Machinery and Equipment        
Software        

Research and Development

2. For the 2018 fiscal year, did this organization perform scientific research and development in Canada of at least $10,000 or outsource (contract-out) to another organization scientific research and development activities of at least $10,000?

Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. For an activity to be an R&D activity, it must satisfy five core criteria:

  1. To be aimed at new findings (novel);
  2. To be based on original, not obvious, concepts and hypothesis (creative);
  3. To be uncertain about the final outcome (uncertainty);
  4. To be planned and budgeted (systematic);
  5. To lead to results that could be possibly reproduced (transferable/ or reproducible).

The term R&D covers three types of activity: basic research, applied research and experimental development. Basic research is experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundations of phenomena and observable facts, without any particular application or use in view. Applied research is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective. Experimental development is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.

  • Yes
  • No

Capital Expenditures - Intentions 2019

3. For the 2019 fiscal year, what are this organization's intentions for capital expenditures?

Report the value of the projects expected to be put in place during the 2019 fiscal year.

Include:

  • the gross expenditures (including subsidies) on fixed assets for use in the operations of your organization or for lease or rent to others
  • all capital costs such as feasibility studies, architectural, legal, installation and engineering fees as well as work done by your own labour force.

Imported used fixed assets should be reported under New assets including financial leases.

Purchase of Used Canadian Assets
Definition: Used fixed assets may be defined as existing buildings, structures or machinery and equipment which have been previously used by another organization in Canada that you have acquired during the time period being reported on this questionnaire.
Explanation: The objective of our survey is to measure gross annual new acquisitions to fixed assets separately from the acquisition of gross annual used fixed assets in the Canadian economy as a whole.

Hence, the acquisition of a used fixed Canadian asset should be reported separately since such acquisitions would not change the aggregates of our domestic inventory of fixed assets, it would simply mean a transfer of assets within Canada from one organization to another.

Imports of used assets, on the other hand, should be included with the new assets because they are newly acquired for the Canadian economy.

Work in Progress:
Work in progress represents accumulated costs since the start of capital projects which are intended to be capitalized upon completion.
Typically capital investment includes any expenditure on an asset in which its' life is greater than one year. Capital items charged to operating expenses are defined as expenditures which could have been capitalized as part of the fixed assets, but for various reasons, have been charged to current expenses.

Land
Capital expenditures for land should include all costs associated with the purchase of the land that are not amortized or depreciated.

Residential Construction
Report the value of residential structures including the housing portion of multi-purpose projects and of townsites.
Exclude:

  • buildings that have accommodation units without self-contained or exclusive use of bathroom and kitchen facilities ( e.g. , some student and senior citizen residences)
  • the non-residential portion of multi-purpose projects and of townsites
  • associated expenditures on services.

The exclusions should be included in non-residential construction.

Non-Residential Building Construction (excluding land purchase and residential construction)
Report the total cost incurred during the year of building construction (contract and by own employees) whether for your own use or rent to others. Include also:

  • the cost of demolition of buildings, land servicing and of site-preparation
  • leasehold and land improvements
  • all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
  • townsite facilities, such as streets, sewers, stores, schools.

Non-Residential Engineering Construction
Report the total cost incurred during the year of engineering construction (contract and by own employees) whether for your own use or rent to others. Include also:

  • the cost of demolition of buildings, land servicing and of site-preparation
  • leasehold and land improvements
  • all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
  • oil or gas pipelines, including pipe and installation costs
  • communication engineering, including transmission support structures, cables and lines, etc.
  • electric power engineering, including wind and solar plants, nuclear production plants, power distribution networks, etc.

Machinery and Equipment
Report total cost incurred during the year of all new machinery, whether for your own use or for lease or rent to others. Any capitalized tooling should also be included. Include progress payments paid out before delivery in the year in which such payments are made. Receipts from the sale of your own fixed assets or allowance for scrap or trade-in should not be deducted from your total capital expenditures. Any balance owing or holdbacks should be reported in the year the cost is incurred.
Include:

  • automobiles, trucks, professional and scientific equipment, office and store furniture and appliances
  • computers (hardware and software), broadcasting, telecommunication and other information and communication technology equipment
  • motors, generators, transformers any capitalized tooling expenses
  • progress payments paid out before delivery in the year in which such payments are made
  • any balance owing or holdbacks should be reported in the year the cost is incurred
  • leasehold improvements.
For the 2019 fiscal year, what are this organization's intentions for capital expenditures?
 
  New Assets including financial leases Purchase of Used Canadian Assets Renovation Retrofit Refurbishing Overhauling Restoration Total Capital Expenditures
Land        
Residential Construction        
Non-Residential Building Construction        
Non-Residential Engineering Construction        
Machinery and Equipment        
Software        

Research and Development

4. For the 2019 fiscal year, does this organization plan on performing scientific research and development in Canada of at least $10,000 or outsourcing (contracting-out) to another organization scientific research and development activities of at least $10,000?

Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. For an activity to be an R&D activity, it must satisfy five core criteria:

  1. To be aimed at new findings (novel);
  2. To be based on original, not obvious, concepts and hypothesis (creative);
  3. To be uncertain about the final outcome (uncertainty);
  4. To be planned and budgeted (systematic);
  5. To lead to results to could be possibly reproduced (transferable/ or reproducible).

The term R&D covers three types of activity: basic research, applied research and experimental development. Basic research is experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundations of phenomena and observable facts, without any particular application or use in view. Applied research is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective. Experimental development is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.

  • Yes
  • No

Changes and events that affected the business or organization

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
  • Organisational change
  • Price changes in labour or raw materials
  • Natural disaster
  • Recession
  • Change in product line
  • Sold business units
  • Expansion
  • New/lost contract
  • Plant closures
  • Acquisition of business units
  • Other changes or events - specify
  • No changes or events

Contact person

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

Is Provided Given Names , 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. We invite your comments about this questionnaire.

Enter your comments

Crop Report Survey at a Glance

Crop Report Survey at a Glance (PDF, 1.33 MB)
Crop Report Survey at a Glance
Description: Crop Report Survey at a Glance

The graphic has five sections: December, March, June, July and August, and November.

During winter, while snow still covers the fields, farmers provide their preliminary seeding intentions on the December Field Crop Survey, including area estimates of the type of crop and area that they intend to seed. Farmers also provide the first reading of farm stock levels after the preceding fall harvest, which contributes to a supply and disposition exercise. (In the December section of the graphic, there is an image of a farm with mountains in the background with snow. An arrow leads to the March section of the graphic.)

At the mid-point of the crop year, a model-based approach uses historical survey data and administrative data to produce mid-year estimates of farm stocks. (In the March section of the graphic, there is an image of a farmer holding a clip board and crops visible in the background. An arrow leads to the June section of the graphic.)

With planting well underway and, in many cases, fully complete, farmers provide final area estimates of what they have actually seeded during the collection of the June Field Crop Survey. Climatic events, including flooding, and poor weather conditions often contribute to differences between seeding intentions collected in the winter and final seeded area. (In the June section of the graphic, there is an image of a person recording information on a tablet with tractor cultivating a field in the background. An arrow leads to the July and August section of the graphic.)

In July and August, as crops are growing and maturing, a crop yield model uses satellite, agroclimatic and administrative data to produce preliminary yield and production estimates on two separate occasions throughout the summer. (In the July and August section of the graphic, there is an image of a farmer holding a digital device. An arrow leads to the November section of the graphic.)

In November, when much of the harvest across the country is complete, farmers provide the final harvested area, yield and production data that they have actually obtained.

These are the final estimates of the year, and this release is often considered the most important. These data will be incorporated into the supply and disposition exercise. (In the November section of the graphic, there is an image of a group of farmers holding harvested crops and handheld tools. An arrow leads to the December section of the graphic.)

July 2018 List of Briefing Notes

July 2018 List of Briefing Notes
Date received in OCS
(DD/MM/YYYY)		 Title Tracking Number Field
03/07/2018 Measuring compliance to the Directives on the Management of Statisticial Data OCS20180369 6
04/07/2018 Improvements in household and establishment surveys OCS20180374 8
04/07/2018 CITT Decision Regarding Advance Contract Award Notice (ACAN) for Wastewater Analysis OCS20180375 5
05/07/2018 2017 Crime Statistics release & Unfounded statistics releases - Communication plan OCS20180380 8
06/07/2018 Investigation result for Concerns Raised Pursuant to the Public service Employment Act (PSEA) OCS20180381 3
13/07/2018 Proposed Trade Data Reconciliation with India OCS20180387 5
20/07/2018 Census Long-Form Funding Strategy - Options OCS20180394 7
23/07/2018 Access to Administrative Files for the CHSP for Québec OCS20180396 5
24/07/2018 Statistics Canada Client Survey OCS20180397 3
25/07/2018 CFIA briefing OCS20180399 5 & 6

Integrated Business Statistics Program (IBSP)

This guide is designed to assist you as you complete the 2018 Biannual Potato Area and Yield Survey – October. If you need more information, please call the Statistics Canada Help Line at the number below.

Your answers are confidential.

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act.

Statistics Canada will use information from this survey for statistical purposes.

Help Line: 1-877-949-9492 or TTY 1-855-382-7745

Table of contents

Reporting instructions

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

Definitions

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.

Current main activity of the business or organization
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 unit(s) targeted by this questionnaire only, 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.

Question 1

Planted area refers to an area of land that potatoes were planted on during the spring of the reference year.

Question 2

Harvested area refers to an area of land where potatoes were harvested during the fall of the reference year. If harvest is currently not complete, please report the area of land that you expect to harvest.

Question 3

Yield is the measure of a crop produced from single unit of land area.

To calculate: yield = production / harvested area of land

For example, if you produced 2,500 cwt of potatoes on 10 acres of land, yield is 250 cwt per acre.

Production is the amount of crop produced from all harvested land area.

To calculate: production = yield * harvested area of land

For example, if you produced 250 cwt per acre of potatoes and harvested 10 acres, production would be 2,500 cwt.

Question 6

Of the potatoes that were harvested, the percentage that will be marketable are considered to 'make grade'.

For example: 100 pounds of potatoes were harvested, however, only 90% of the potatoes will be marketable/make grade.
Report: 90%

Thank you for your participation.

2017 Annual Survey of Research and Development in Canadian Industry Industrial Non-profit Organizations

Why do we conduct this survey?

This survey collects information on scientific activities of Canadian businesses and industrial non-profit organizations. The research and development expenditures and personnel information is used by federal, provincial and territorial governments and agencies, academics, trade associations and international organizations for statistical analyses and policy purposes. These data also contribute to national totals of research and development activities. The payments and receipts information is used by these agencies to monitor knowledge flows across international borders and between Canadian organizations.

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.

Provincial and territorial statistical agencies

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

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Yukon. The shared data will be limited to information on in-house research and development expenditures (Question 15) and in-house research and development personnel (Question 73) 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.

Other data-sharing agreement

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut. The shared data will be limited to information on in-house research and development expenditures (Question 15) and in-house research and development personnel (Question 73 pertaining to business establishments located within the jurisdiction of the respective province or territory.

Natural Resources Canada

For respondents with expenditures on energy-related research and development in technology (fossil fuels, renewable energy resources, nuclear fission and fusion, electric power, hydrogen and fuel cells, energy efficiency, other energy-related technologies), Statistics Canada will also share survey data with the Office of Energy Research and Development (OERD) of Natural Resources Canada. The shared data will be limited to information on Energy Research and Development Expenditures by Area of Technology (Questions 23 to 70).

Business or organization and contact information

1. Please 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. Please 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)
  • Fax number (including area code)

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

  • Operational
  • Not currently operational

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 for ceased operations

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. Please 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.
  • This is not the current main activity.

Please provide a brief but precise description of this business or organization's main activity.

e.g., breakfast cereal manufacturing, shoe store, software development

Main activity

5. You indicated that NAICS description text is not the current main activity.

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

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

6. Please 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

Reporting period

1. What is the end date of this organization's fiscal year?

Note: For this survey, this organization's fiscal year end date should fall on or before March 31, 2018 .

Here are some examples of fiscal periods that fall within the targeted dates:

May 1, 2016 to April 30, 2017
July 1, 2016 to June 30, 2017
October 1, 2016 to September 30, 2017
January 1, 2017 to December 31, 2017
February 1, 2017 to January 31, 2018
April 1, 2017 to March 31, 2018

  • Fiscal Year-End date

This fiscal year will be referred to as 2017 throughout the questionnaire.

Organization status

2. What is this organization's GST number (9-digit business number)?

GST number (9-digit business number)

3. In 2017, what were this organization's total expenditures within Canada?

Please report all amounts in thousands of Canadian dollars.

Total expenditures represent the total budget for all operations of this organization in the fiscal period. If 'total expenditures' cannot be calculated, total funds (from members, government programs and all other sources of funds) or total revenues may be provided.

CAN$ '000

In-house research and development ( R&D ) expenditures

Before you begin, for this survey 'In-house R&D ' refers to Expenditures within Canada for R&D performed within this organization by:

  • employees (permanent, temporary or casual)
  • self-employed individuals or contractors who are working on-site on this organization's R&D projects.

'Outsourced R&D ' refers to Payments made within or outside Canada to other companies, organizations or individuals to fund R&D performance:

  • grants
  • fellowships
  • contracts.

4. In 2017, did this organization have expenditures for R&D performed in-house within Canada?

Exclude payments for outsourced (contracted out or granted) R&D, which should be reported in question 10.

In-house refers to R&D which is performed on-site or within the organization's establishment. Exclude R&D expenses performed by other companies or organizations. A later question will collect these data.

Research and experimental development ( R&D ) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge.

R&D is performed in the natural sciences, engineering, social sciences and humanities. There are three types of R&D activities: basic research, applied research and experimental development.

Research work in the social sciences

Include if projects are employing new or significantly different modelling techniques or developing new formulae, analyzing data not previously available or applying new research techniques, development of community strategies for disease prevention, or health education.

Exclude:

  • routine analytical projects using standard techniques and existing data
  • routine market research
  • routine statistical analysis intended for on-going monitoring of an activity.
  • Yes
  • No

5. In 2017, what were this organization's expenditures for R&D performed in-house within Canada?

Exclude payments for outsourced (contracted out or granted) R&D, which should be reported in question 10.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

In-house R&D expenditures are composed of current in-house R&D expenditures and capital in-house R&D expenditures.

Current in-house R&D expenditures
Include:

  • wages, salaries, benefits and fringe benefits, materials and supplies
  • services to support R&D, including on-site R&D consultants and contractors
  • necessary background literature
  • minor scientific equipment
  • associated administrative overhead costs.

a. Wages, salaries of permanent, temporary and casual R&D employees
Include benefits and fringe benefits of employees engaged in R&D activities. Benefits and fringe benefits include bonus payments, holiday or vacation pay, pension fund contributions, other social security payments, payroll taxes, etc.

b. Services to support R&D
Include:

  • payments to on-site R&D consultants and contractors working under the direct control of your business
  • other services including indirect services purchased to support in-house R&D such as security, storage, repair, maintenance and use of buildings and equipment
  • computer services, software licensing fees and dissemination of R&D findings.

c. R&D materials
Include:

  • water, fuel, gas and electricity
  • materials for creation of prototypes
  • reference materials (books, journals, etc.)
  • subscriptions to libraries and data bases, memberships to scientific societies, etc.
  • cost of outsourced (contracted out or granted) small R&D prototypes or R&D models
  • materials for laboratories (chemicals, animal, etc.)
  • all other R&D -related materials.

d. All other current R&D costs including overhead
Include administrative and overhead costs (e.g., office, post and telecommunications, internet, insurance), prorated if necessary to allow for non- R&D activities within the business.
Exclude:

  • interest charges
  • value-added taxes (goods and services tax (GST) or harmonized sales tax (HST)).

Capital in-house expenditures are the annual gross amount paid for the acquisition of fixed assets that are used repeatedly, or continuously in the performance of R&D for more than one year. Report capital in-house expenditures in full for the period when they occurred.
Include costs for software, land, buildings and structures, equipment, machinery and other capital costs.
Exclude capital depreciation.

e. Software
Include applications and systems software (original, customized and off-the-shelf software), supporting documentation and other software-related acquisitions.

f. Land acquired for R&D including testing grounds, sites for laboratories and pilot plants.

g. Buildings and structures that are constructed or purchased for R&D activities or that have undergone major improvements, modifications, renovations and repairs for R&D activities.

h. Equipment, machinery and all other capital
Include major equipment, machinery and instruments, including embedded software, acquired for R&D activities.

CAPTION
  CAN$ '000
2017 - Current in-house R&D expenditures within Canada  
a. Wages, salaries of permanent, temporary and casual R&D employees  
b. Services to support R&D  
c. R&D materials  
d. All other current R&D costs  
2017 - Total current in-house R&D expenditures within Canada  
2017 - Capital in-house R&D expenditures within Canada  
e. Software  
f. Land  
g. Buildings and structures  
h. Equipment, machinery and all other capital  
2017 - Total capital in-house R&D expenditures within Canada  
2017 - Total in-house R&D expenditures within Canada  

6. In 2018 and 2019, does this organization plan to have expenditures for R&D performed in-house within Canada?

Exclude payments for outsourced (contracted out or granted) R&D, which should be reported in question 12.

Select all that apply.

In-house R&D expenditures are composed of current in-house R&D expenditures and capital in-house R&D expenditures.

Research and experimental development ( R&D ) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge

Inclusions

Prototypes

  • Include design, construction and operation of prototypes, provided that the primary objective is to make further improvements or to undertake technical testing.
  • Exclude if the prototype is for commercial purposes.

Pilot plants

  • Include construction and operation of pilot plants, provided that the primary objective is to make further improvements or to undertake technical testing.
  • Exclude if the pilot plant is intended to be operated for commercial purposes.

New computer software or significant improvements/modifications to existing computer software
Includes technological or scientific advances in theoretical computer sciences; operating systems e.g., improvement in interface management, developing new operating system of converting an existing operating system to a significantly different hardware environment; programming languages; and applications if a significant technological change occurs.

Contracts
Include all contracts which require R&D . For contracts which include other work, report only the R&D costs.

Research work in the social sciences
Include if projects are employing new or significantly different modelling techniques or developing new formulae, analyzing data not previously available or applying new research techniques.

Exclusions

Routine analysis in the social sciences including policy-related studies, management studies and efficiency studies
Exclude analytical projects of a routine nature, with established methodologies, principles and models of the related social sciences to bear on a particular problem (e.g., commentary on the probable economic effects of a change in the tax structure, using existing economic data; use of standard techniques in applied psychology to select and classify industrial and military personnel, students, etc., and to test children with reading or other disabilities).

Consumer surveys, advertising, market research
Exclude projects of a routine nature, with established methodologies intended for commercialization of the results of R&D .

Routine quality control and testing
Exclude projects of a routine nature, with established methodologies not intended to create new knowledge, even if carried out by personnel normally engaged in R&D .

Pre-production activities such as demonstration of commercial viability, tooling up, trial production, trouble shooting
Although R&D may be required as a result of these steps, these activities are excluded.

Prospecting, exploratory drilling, development of mines, oil or gas wells
Include only if for R&D projects concerned with new equipment or techniques in these activities, such as in-situ and tertiary recovery research.

Engineering
Exclude engineering unless it is in direct support of R&D .

Design and drawing
Exclude design and drawing unless it is in direct support of R&D .

Patent and licence work
Exclude all administrative and legal work connected with patents and licences.

Cosmetic modifications or style changes to existing products
Exclude if no significant technical improvement or modification to the existing products has occurred.

General purpose or routine data collection
Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

Routine computer programming, systems maintenance or software application
Exclude projects of a routine nature, with established methodologies intended to support on-going operations.

Routine mathematical or statistical analysis or operations analysis
Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

Activities associated with standards compliance
Exclude projects of a routine nature, with established methodologies intended to support standards compliance.

Specialized routine medical care such as routine pathology services
Exclude projects of a routine nature, with established methodologies intended for on-going monitoring of an activity.

  • In 2018
  • In 2019
  • No planned in-house R&D expenditures

7. In 2018, what are this organization's planned expenditures for R&D performed in-house within Canada?

Exclude payments for outsourced (contracted out or granted) R&D, which should be reported in question 12.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
2018 - Total current in-house R&D expenditures within Canada  
2018 - Total capital in-house R&D expenditures within Canada  

8. In 2019, what are this organization's planned expenditures for R&D performed in-house within Canada?

Exclude payments for outsourced (contracted out or granted) R&D, which should be reported in question 12.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
2019 - Total current in-house R&D expenditures within Canada  
2019 - Total capital in-house R&D expenditures within Canada  

Outsourced (contracted out or granted) R&D expenditures

9. In 2017, did this organization have outsourced (contracted out or granted) R&D expenditures within Canada or outside Canada?

Include:

  • funding or grants provided to other organizations to perform R&D
  • contracted out expenditures for R&D.

Exclude services of self-employed individuals or contractors who are working on-site on this organization's R&D projects, which should be reported in question 5.

Select all that apply. Outsourced (contracted out or granted) R&D expenditures are payments made through contracts, grants and fellowships to another company, organization or individual to purchase R&D activities.

  • Within Canada
  • Outside Canada
  • No payment made to others to perform R&D

10. In 2017, what were this organization's outsourced (contracted out or granted) R&D expenditures within Canada or outside Canada?

Include:

  • funding or grants provided to other organizations to perform R&D
  • contracted out expenditures for R&D.

Exclude services of self-employed individuals or contractors who are working on-site on this organization's R&D projects, which should be reported in question 5.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Include payments made through contracts, grants, donations and fellowships to another company, organization or individual to purchase or fund R&D activities.
Exclude expenditures for on-site R&D contractors.

  • Companies include all incorporated for-profit businesses and government business enterprises providing products in the market at market rates.
  • Private non-profit organizations include voluntary health organizations, private philanthropic foundations, associations and societies and research institutes. They are not-for-profit organizations that serve the public interest by supporting activities related to public welfare (such as health, education, the environment).
  • Industrial research institutes or associations include all non-profit organizations that serve the business sector, with industrial associations frequently consisting of their membership.
  • Federal government includes all federal government departments and agencies. It excludes federal government business enterprises providing products in the market.
  • Provincial or territorial governments include all provincial or territorial government ministries, departments and agencies. It excludes provincial or territorial government business enterprises providing products in the market.
  • Provincial or territorial research organizations are organizations created under provincial or territorial law which conduct or facilitate research on behalf of the province or territory.
  • Other organizations - individuals, non-university educational institutions, foreign governments including ministries, departments and agencies of foreign governments.
CAPTION
  Within Canada
CAN$ '000		 Outside Canada
CAN$ '000
Companies    
Private non-profit organizations    
Industrial research institutes or associations    
Hospitals    
Universities    
Federal government departments and agencies    
Provincial or territorial government departments, ministries and agencies    
Provincial or territorial research organizations    
Other organizations    
2017 - Total outsourced (contracted out or granted) R&D expenditures    

11. In 2018 and 2019, does this organization plan to outsource (contract out or grant) R&D expenditures within Canada or outside Canada?

Include:

  • funding or grants provided to other organizations to perform R&D
  • contracted out expenditures for R&D .

Exclude services of self-employed individuals or contractors who are working on-site on this organization's R&D projects, which should be reported in questions 7 and 8.

Select all that apply. Outsourced (contracted out or granted) R&D expenditures are payments made through contracts, grants and fellowships to another company, organization or individual to purchase R&D activities.

  • In 2018
  • In 2019
  • No planned payments to others to perform R&D

12. In 2018 and 2019, what are this organization's planned outsourced (contracted out or granted) R&D expenditures within Canada or outside Canada?

Include:

  •  funding or grants provided to other organizations to perform R&D
  • contracted out expenditures for R&D .

Exclude services of self-employed individuals or contractors who are working on-site on this organization's R&D projects, which should be reported in questions 7 and 8.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Include payments made through contracts, grants, donations and fellowships to another company, organization or individual to purchase or fund R&D activities.
Exclude expenditures for on-site R&D contractors.

CAPTION
  Within Canada
CAN$ '000		 Outside Canada
CAN$ '000
2018    
2019    

In-house and Outsourced (contracted out or granted) R&D expenditures from 2017 to 2019

13. Summary of total R&D expenditures from 2017 to 2019

CAPTION
  2017
CAN$ '000		 2018
CAN$ '000		 2019
CAN$ '000
Total current in-house R&D expenditures within Canada      
Total capital in-house R&D expenditures within Canada      
Total in-house R&D expenditures within Canada      
Total outsourced (contracted out or granted) R&D expenditures      
Total R&D expenditures      

Geographic distribution of in-house R&D expenditures within Canada in 2017

14. In 2017, in which provinces or territories did this organization have expenditures for R&D performed in-house?

Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Select all that apply.

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

15. In 2017, how were this organization's total expenditures for R&D performed in-house distributed by province or territory?

Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Please report all amounts in thousands of Canadian dollars.

For in-house R&D activities on federal lands, please include in the closest province or territory.

CAPTION
  Current in-house R&D expenditures
CAN$ '000		 Capital in-house R&D expenditures
CAN$ '000
Newfoundland and Labrador    
Prince Edward Island    
Nova Scotia    
New Brunswick    
Quebec    
Ontario    
Manitoba    
Saskatchewan    
Alberta    
British Columbia    
Yukon    
Northwest Territories    
Nunavut    
2017 - Total current and capital in-house R&D expenditures    
2017 - Total current and capital in-house R&D expenditures previously reported from question 4    

Sources of funds for in-house R&D expenditures in 2017

16. In 2017, what were the sources of funds for this organization's total expenditures for R&D performed in-house?

Include Canadian and foreign sources.
Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Select all that apply.

Funds from this organization
Amount contributed by this organization to R&D performed within Canada (include interest payments and other income, land, buildings, machinery and equipment (capital expenditures) purchased for R&D ).

Funds from member companies or affiliates
Amount received from member organizations and affiliated organizations used to perform R&D within Canada (include annual fees and sustaining grants, land, buildings, machinery and equipment (capital expenditures) purchased for R&D ).

R&D contract work for companies
Funds received from companies to perform R&D on their behalf.

Federal government grants or funding
Grants or funds received from the federal government in support of R&D activities not connected to a specific contractual deliverable.

Federal government contracts
Funds received from the federal government in support of R&D activities connected to a specific contractual deliverable.

Provincial or territorial government grants or funding
Grants or funds received from the provincial or territorial government in support of R&D activities not connected to a specific contractual deliverable.

Provincial or territorial government contracts
Funds received from the provincial or territorial government in support of R&D activities connected to a specific contractual deliverable.

R&D contract work for private non-profit organizations
Funds received from non-profit organizations to perform R&D on their behalf.

Other sources
Funds received from all other sources not previously classified.

  • Funds from this organization
    Include interest payments and other income.
  • Funds from member companies or affiliates
    Include annual fees and sustaining grants.
  • R&D contract work for companies
  • Federal government grants or funding
    Include R&D grants or funding or R&D portion only of other grants or funding.
  • Federal government contracts
    Include R&D contracts or R&D portion only of other contracts.
  • Provincial or territorial government grants or funding
    Include R&D grants or funding or R&D portion only of other grants or funding.
    From which province or territory did this organization receive provincial or territorial government R&D grants or funding? Select all that apply.
    • Newfoundland and Labrador
    • Prince Edward Island
    • Nova Scotia
    • New Brunswick
    • Quebec
    • Ontario
    • Manitoba
    • Saskatchewan
    • Alberta
    • British Columbia
    • Yukon
    • Northwest Territories
    • Nunavut
  • Provincial or territorial government contracts
    Include R&D contracts or R&D portion only of other contracts.
    From which province or territory did this organization receive provincial or territorial government R&D contracts? Select all that apply.
    • Newfoundland and Labrador
    • Prince Edward Island
    • Nova Scotia
    • New Brunswick
    • Quebec
    • Ontario
    • Manitoba
    • Saskatchewan
    • Alberta
    • British Columbia
    • Yukon
    • Northwest Territories
    • Nunavut
  • R&D contract work for private non-profit organizations
  • Other sources
    e.g., universities, foreign governments, individuals

17. In 2017, what were the sources of funds for this organization's total expenditures of $ ###### for R&D performed in-house?

Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Funds from this organization
Amount contributed by this organization to R&D performed within Canada (include interest payments and other income, land, buildings, machinery and equipment (capital expenditures) purchased for R&D ).

Funds from member companies or affiliates
Amount received from member organizations and affiliated organizations used to perform R&D within Canada (include annual fees and sustaining grants, land, buildings, machinery and equipment (capital expenditures) purchased for R&D ).

R&D contract work for companies
Funds received from companies to perform R&D on their behalf.

Federal government grants or funding
Grants or funds received from the federal government in support of R&D activities not connected to a specific contractual deliverable.

Federal government contracts
Funds received from the federal government in support of R&D activities connected to a specific contractual deliverable.

Provincial or territorial government grants or funding
Grants or funds received from the provincial or territorial government in support of R&D activities not connected to a specific contractual deliverable.

Provincial or territorial government contracts
Funds received from the provincial or territorial government in support of R&D activities connected to a specific contractual deliverable.

R&D contract work for private non-profit organizations
Funds received from non-profit organizations to perform R&D on their behalf.

Other sources
Funds received from all other sources not previously classified.

CAPTION
  From within Canada
CAN$ '000		 From outside Canada
CAN$ '000
Funds from this organization    
Funds from member companies or affiliates    
Federal government grants or funding    
Federal government contracts    
R&D contract work for companies    

Business 1

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    

Business 2

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    

Business 3

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    

Business 4

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    
Other contracts not listed above    
Provincial or territorial government grants or funding    
Newfoundland and Labrador    
Prince Edward Island    
Nova Scotia    
New Brunswick    
Quebec    
Ontario    
Manitoba    
Saskatchewan    
Alberta    
British Columbia    
Yukon    
Northwest Territories    
Nunavut    
Provincial or territorial government contracts    
Newfoundland and Labrador    
Prince Edward Island    
Nova Scotia    
New Brunswick    
Quebec    
Ontario    
Manitoba    
Saskatchewan    
Alberta    
British Columbia    
Yukon    
Northwest Territories    
Nunavut    
R&D contract work for private non-profit organizations    

Organization 1

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    

Organization 2

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    

Organization 3

GST number (9-digit business number (BN) or charitable registration number)

Legal name

    
Other sources    
Other sources    
2017 - Total in-house R&D expenditures by sources of funds by origin    
2017 - Total in-house R&D expenditures (Canadian and foreign sources)    
Total in-house R&D expenditures previously reported from question 5    

Fields of research and development for in-house R&D expenditures within Canada in 2017

18. In 2017, in which field(s) of research and development did this organization have R&D performed in-house within Canada?

Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Select all that apply.

Natural and formal sciences: physical sciences, chemical sciences, earth and related environmental sciences, biological sciences, other natural sciences.
Exclude computer sciences, information sciences and bioinformatics.

Engineering and technology: civil engineering, electrical engineering, electronic engineering and communications technology, mechanical engineering, chemical engineering, materials engineering, medical engineering, environmental engineering, environmental biotechnology, industrial biotechnology, nanotechnology, other engineering and technologies.
Exclude software engineering and technology.

Software-related sciences and technology: software engineering and technology, computer sciences, information technology and bioinformatics.

Medical and health sciences: basic medicine, clinical medicine, health sciences, medical biotechnology, other medical sciences.

Agricultural sciences: agriculture, forestry and fisheries sciences, animal and dairy sciences, veterinary sciences, agricultural biotechnology, other agricultural sciences.

Social sciences and humanities: psychology, educational sciences, economics and business, other social sciences, humanities.

  • Natural and formal sciences
    Exclude computer sciences, information sciences and bioinformatics.
  • Engineering and technology
    Exclude software engineering and technology.
  • Software-related sciences and technology
  • Medical and health sciences
  • Agricultural sciences
  • Social sciences and humanities

19. In 2017, how were this organization's total expenditures for R&D performed in-house within Canada of $ ###### distributed by field(s) of research and development?

Exclude:

  • payments for outsourced (contracted out or granted) R&D, which should be reported in question 10
  • capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Natural and formal sciences

  • Mathematics: pure mathematics, applied mathematics, statistics and probability.
  • Physical sciences: atomic, molecular and chemical physics, interaction with radiation, magnetic resonances, condensed matter physics, solid state physics and superconductivity, particles and fields physics, nuclear physics, fluids and plasma physics (including surface physics), optics (including laser optics and quantum optics), acoustics, astronomy (including astrophysics, space science).
  • Chemical sciences: organic chemistry, inorganic and nuclear chemistry, physical chemistry, polymer science and plastics, electrochemistry (dry cells, batteries, fuel cells, metal corrosion, electrolysis), colloid chemistry, analytical chemistry.
  • Earth and related environmental sciences: geosciences, geophysics, mineralogy and palaeontology, geochemistry and geophysics, physical geography, geology and volcanology, environmental sciences, meteorology, atmospheric sciences and climatic research, oceanography, hydrology and water resources.
  • Biological sciences: cell biology, microbiology and virology, biochemistry, molecular biology and biochemical research, mycology, biophysics, genetics and heredity (medical genetics under medical biotechnology), reproductive biology (medical aspects under medical biotechnology), developmental biology, plant sciences and botany, zoology, ornithology, entomology and behavioural sciences biology, marine biology, freshwater biology and limnology, ecology and biodiversity conservation, biology (theoretical, thermal, cryobiology, biological rhythm), evolutionary biology.
  • Other natural sciences: other natural sciences.

Engineering and technology

  • Civil engineering: civil engineering, architecture engineering, municipal and structural engineering, transport engineering.
  • Electrical engineering, electronic engineering and communications technology: electrical and electronic engineering, robotics and automatic control, micro-electronics, semiconductors, automation and control systems, communication engineering and systems, telecommunications, computer hardware and architecture.
  • Mechanical engineering: mechanical engineering, applied mechanics, thermodynamics, aerospace engineering, nuclear-related engineering (nuclear physics under Physical sciences), acoustical engineering, reliability analysis and non-destructive testing, automotive and transportation engineering and manufacturing, tooling, machinery and equipment engineering and manufacturing, heating, ventilation and air conditioning engineering and manufacturing.
  • Chemical engineering: chemical engineering (plants, products), chemical process engineering.
  • Materials engineering: materials engineering and metallurgy, ceramics, coating and films (including packaging and printing), plastics, rubber and composites (including laminates and reinforced plastics), paper and wood and textiles, construction materials (organic and inorganic).
  • Medical engineering: medical and biomedical engineering, medical laboratory technology (excluding biomaterials which should be reported under Industrial biotechnology).
  • Environmental engineering: environmental and geological engineering, petroleum engineering (fuel, oils), energy and fuels, remote sensing, mining and mineral processing, marine engineering, sea vessels and ocean engineering.
  • Environmental biotechnology: environmental biotechnology, bioremediation, diagnostic biotechnologies in environmental management (DNA chips and bio-sensing devices).
  • Industrial biotechnology: industrial biotechnology, bioprocessing technologies, biocatalysis and fermentation bioproducts (products that are manufactured using biological material as feedstock), biomaterials (bioplastics, biofuels, bio-derived bulk and fine chemicals, bio-derived materials).
  • Nanotechnology: nano-materials (production and properties), nano-processes (applications on nano-scale).
  • Other engineering and technologies: food and beverages, oenology, other engineering and technologies.

Software-related sciences and technologies

  • Software engineering and technology: computer software engineering, computer software technology, and other related computer software engineering and technologies.
  • Computer sciences: computer science, artificial intelligence, cryptography, and other related computer sciences.
  • Information technology and bioinformatics: information technology, informatics, bioinformatics, biomathematics, and other related information technologies.

Medical and health sciences

  • Basic medicine: anatomy and morphology (plant science under Biological science), human genetics, immunology, neurosciences, pharmacology and pharmacy and medicinal chemistry, toxicology, physiology and cytology, pathology.
  • Clinical medicine: andrology, obstetrics and gynaecology, paediatrics, cardiac and cardiovascular systems, haematology, anaesthesiology, orthopaedics, radiology and nuclear medicine, dentistry, oral surgery and medicine, dermatology, venereal diseases and allergy, rheumatology, endocrinology and metabolism and gastroenterology, urology and nephrology, and oncology.
  • Health sciences: health care sciences and nursing, nutrition and dietetics, parasitology, infectious diseases and epidemiology, occupational health.
  • Medical biotechnology: health-related biotechnology, technologies involving the manipulation of cells, tissues, organs or the whole organism, technologies involving identifying the functioning of DNA, proteins and enzymes, pharmacogenomics, gene-based therapeutics, biomaterials (related to medical implants, devices, sensors).
  • Other medical sciences: forensic science, other medical sciences.

Agricultural sciences

  • Agriculture, forestry and fisheries sciences: agriculture, forestry, fisheries and aquaculture, soil science, horticulture, viticulture, agronomy, plant breeding and plant protection.
  • Animal and dairy sciences: animal and dairy science, animal husbandry.
  • Veterinary sciences: veterinary science (all).
  • Agricultural biotechnology: agricultural biotechnology and food biotechnology, genetically modified (GM) organism technology and livestock cloning, diagnostics (DNA chips and biosensing devices), biomass feedstock production technologies and biopharming.
  • Other agricultural sciences: other agricultural sciences.

Social sciences and humanities

  • Psychology: cognitive psychology and psycholinguistics, experimental psychology, psychometrics and quantitative psychology, and other fields of psychology.
  • Educational sciences: education, training and other related educational sciences.
  • Economics and business: micro-economics, macro-economics, econometrics, labour economics, financial economics, business economics, entrepreneurial and business administration, management and operations, management sciences, finance and all other related fields of economics and business.
  • Other social sciences: anthropology (social and cultural) and ethnology, demography, geography (human, economic and social), planning (town, city and country), management, organisation and methods (excluding market research unless new methods/techniques are developed), law, linguistics, political sciences, sociology, miscellaneous social sciences and interdisciplinary, and methodological and historical science and technology activities relating to subjects in this group.
  • Humanities: history (history, prehistory and history, together with auxiliary historical disciplines such as archaeology, numismatics, palaeography, genealogy, etc.), languages and literature (ancient and modern), other humanities (philosophy (including the history of science and technology)), arts (history of art, art criticism, painting, sculpture, musicology, dramatic art excluding artistic "research" of any kind), religion, theology, other fields and subjects pertaining to the humanities, and methodological, historical and other science and technology activities relating to the subjects in this group.
CAPTION
  CAN$ '000
Natural and formal sciences  
a. Mathematics  
b. Physical sciences  
c. Chemical sciences  
d. Earth and related environmental sciences  
e. Biological sciences  
f. Other natural sciences  
Total natural and formal sciences  
Engineering and technology  
g. Civil engineering  
h. Electrical engineering, electronic engineering and communications technology  
i. Mechanical engineering  
j. Chemical engineering  
k. Materials engineering  
l. Medical engineering  
m. Environmental engineering  
n. Environmental biotechnology  
o. Industrial biotechnology  
p. Nanotechnology  
q. Other engineering and technologies  
Total engineering and technology  
Software-related sciences and technology  
r. Software engineering and technology  
s. Computer sciences  
t. Information technology and bioinformatics  
Total software-related sciences and technology  
Medical and health sciences  
u. Basic medicine  
v. Clinical medicine  
w. Health sciences  
x. Medical biotechnology  
y. Other medical sciences  
Total medical and health sciences  
Agricultural sciences  
z. Agriculture, forestry and fisheries sciences  
aa. Animal and dairy sciences  
ab. Veterinary sciences  
ac. Agricultural biotechnology  
ad. Other agricultural sciences  
Total agricultural sciences  
Social sciences and humanities  
ae. Psychology  
af. Educational sciences  
ag. Economics and business  
ah. Other social sciences  
ai. Humanities  
Total social sciences and humanities  
2017 - Total in-house R&D expenditures within Canada by field of research and development  
Total in-house R&D expenditures previously reported from question 5  

20. Summary of 2017 total in-house R&D expenditures within Canada distributed by field(s) of research and development

CAPTION
  CAN$ '000
Total natural and formal sciences  
Total engineering and technology  
Total software-related sciences and technologies  
Total medical and health sciences  
Total agricultural sciences  
Total social sciences and humanities  
Total in-house R&D expenditures within Canada by fields of research and development  

Nature of R&D for in-house expenditures within Canada in 2017

21. In 2017, how were this organization's total expenditures for R&D performed in-house within Canada of $ ###### distributed by nature of R&D ?

Basic research is experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundation of phenomena and observable facts, without any particular application or use in view.

Applied research is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective.

Experimental development is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.

CAPTION
  Percentage of total in-house R&D expenditures
Basic research  
Applied research  
Experimental development  
Total percentage  

Results of R&D expenditures from 2015 to 2017

22. During the three (3) years 2015, 2016 and 2017, did this organization's total expenditures for R&D performed in-house and outsourced (contracted out or granted) within Canada or outside Canada lead to new or significant improvements to the following?

Goods
Goods developed through new knowledge from research discoveries include determination of effectiveness of existing treatment protocols, establishment of new treatment protocols (including diagnostic procedures, tests and protocols), and creation of new service delivery models and reference tools (including electronic applications).

CAPTION
  Yes No
Goods    
Services    
Methods of manufacturing or producing goods and services    
Logistics, delivery or distribution methods for this organization's inputs, goods or services    
Supporting activities for this organization's processes, such as maintenance systems or operations for purchasing, accounting or computing    

Energy-related R&D by area of technology

23. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include energy-related R&D in the following categories?

a. Fossil fuels: crude oils and natural gas exploration, crude oils and natural gas production, oil sands and heavy crude oils surface and sub-surface production and separation of the bitumen, tailings management, refining, processing and upgrading, coal production, separation and processing, transportation of fossil fuels.

b. Renewable energy resources: solar photovoltaics (PV), solar thermal-power and high-temperature applications, solar heating and cooling, wind energy, bio-energy - biomass production, bio-energy - biomass conversion to fuels, bio-energy - biomass conversion to heat and electricity, and other bio-energy, small hydro (less than 10 MW), large hydro (greater than or equal to 10 MW), other renewable energy.

c. Nuclear: materials exploration, mining and preparation, tailings management, nuclear reactors, other fission, fusion.

d. Electric power: generation in utility sector, combined heat and power in industry and in buildings, electricity transmission, distribution and storage of electricity.

e. Hydrogen and fuel cells: hydrogen production for process applications, hydrogen production for transportation applications, hydrogen transport and storage, other hydrogen, fuel cells, both stationary and mobile.

f. Energy efficiency: industry, residential and commercial, transportation, other energy efficiency.

g. Other energy-related technologies: carbon capture, transportation and storage for fossil fuel production and processing, electric power generation, industry in end-use sector, energy systems analysis, all other energy-related technologies.

CAPTION
  Yes No
Fossil fuels    
Renewable energy resources    
Nuclear fission and fusion    
Electric power    
Hydrogen and fuel cells    
Energy efficiency    
Other energy-related technologies    

Energy-related R&D by area of technology - Fossil fuels

24. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include fossil fuels-related R&D in the following categories?

Select all that apply.

Crude oils and natural gas exploration:
Includes development of advanced exploration methods (geophysical, geochemical, seismic, magnetic) for on-shore and off-shore prospecting.

Crude oil and natural gas production (including enhanced recovery) and storage:
Includes on-shore and off-shore deep drilling equipment and techniques for conventional oil and gas, secondary and tertiary recovery of oil and gas, hydro fracturing techniques, processing and cleaning of raw product, storage on remote platforms (e.g., Arctic, off-shore), safety aspects of off-shore platforms.
Include enhanced recovery natural gas production.

Oil sands and heavy crude oils surface and sub-surface production and separation of the bitumen, tailings management:
Includes surface and in-situ production (e.g., SAGD), tailings management.

Refining, processing and upgrading:
Includes processing of natural gas to pipeline specifications, and refining of conventional crude oils to refined petroleum products (RPPs), and the upgrading of bitumen and heavy oils either to synthetic crude oil or to RPPs. Upgrading may be done at an oil sands plant, regional merchant upgraders or integrated into a refinery producing RPPs.

Coal production, separation and processing:
Includes coal, lignite and peat exploration, deposit evaluation techniques, mining techniques, separation techniques, coking and blending, other processing such as coal to liquids, underground (in-situ) gasification.

Transportation of fossil fuels:
Includes transport of gaseous, liquid and solid hydrocarbons via pipelines (land and submarine) and their network evaluation, safety aspects of LNG transport and storage.

  • Crude oils and natural gas exploration
  • Crude oils and natural gas production and storage
    Include enhanced recovery natural gas production.
  • Oil sands and heavy crude oil surface and sub-surface production and separation of bitumen, tailings management
  • Refining, processing and upgrading of fossil fuels
  • Coal production, separation and processing
  • Transportation of fossil fuels
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

25. In 2017, what were this organization's energy R&D expenditures on crude oils and natural gas exploration?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Crude oils and natural gas exploration:
Include development of advanced exploration methods (geophysical, geochemical, seismic, magnetic) for on-shore and off-shore prospecting.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

26. In 2017, what were this organization's energy R&D expenditures on crude oils and natural gas production and storage?

Include enhanced recovery.

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Crude oil and natural gas production (including enhanced recovery) and storage:
Include on-shore and off-shore deep drilling equipment and techniques for conventional oil and gas, secondary and tertiary recovery of oil and gas, hydro fracturing techniques, processing and cleaning of raw product, storage on remote platforms (e.g., Arctic, off-shore), safety aspects of off-shore platforms.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

27. In 2017, what were this organization's energy R&D expenditures on oil sands and heavy crude oil surface and sub-surface production and separation of bitumen, tailings management?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Oil sands and heavy crude oils surface and sub-surface production and separation of the bitumen, tailings management:
Include surface and in-situ production (e.g., SAGD), tailings management.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

28. In 2017, what were this organization's energy R&D expenditures on refining, processing and upgrading of fossil fuels?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Refining, processing and upgrading:
Include processing of natural gas to pipeline specifications, and refining of conventional crude oils to refined petroleum products (RPPs), and the upgrading of bitumen and heavy oils either to synthetic crude oil or to RPPs. Upgrading may be done at an oil sands plant, regional merchant upgraders or integrated into a refinery producing RPPs.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

29. In 2017, what were this organization's energy R&D expenditures on coal production, separation and processing?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Coal production, separation and processing:
Include coal, lignite and peat exploration, deposit evaluation techniques, mining techniques, separation techniques, coking and blending, other processing such as coal to liquids, underground (in-situ) gasification.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for fossil fuels within this reporting unit.

30. In 2017, what were this organization's energy R&D expenditures on transportation of fossil fuels?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Transportation of fossil fuels:
Include transport of gaseous, liquid and solid hydrocarbons via pipelines (land and submarine) and their network evaluation, safety aspects of LNG transport and storage.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Renewable energy resources

31. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include renewable energy resources-related R&D in the following categories?

Select all that apply.

Solar photovoltaics (PV):
Include solar cell development, PV-module development, PV-inverter development, building-integrated PV-modules, PV-system development, other.

Solar thermal-power and high-temperature applications:
Include solar chemistry, concentrating collector development, solar thermal power plants, high-temperature applications for heat and power.

Solar heating and cooling:
Include daylighting, passive and active solar heating and cooling, collector development, hot water preparation, combined-space heating, solar architecture, solar drying, solar-assisted ventilation, swimming pool heating, low-temperature process heating, other.

Wind energy:
Include technology development, such as blades, turbines, converters structures, system integration, other.

Bio-energy - Biomass production/supply and transport:
Include improvement of energy crops, research on bio-energy production potential and associated land-use effects, supply and transport of bio-solids, bio-liquids, biogas and bio-derived energy products (e.g., ethanol, biodiesel), compacting and baling, other.

Bio-energy - Biomass conversion to fuels:
Include conventional bio-fuels, cellulosic-derived alcohols, biomass gas-to-liquids, other energy-related products and by-products.

Bio-energy - Biomass conversion to heat and electricity:
Include bio-based heat, electricity and combined heat and power (CHP).
Exclude multi-firing with fossil fuels.

Other bio-energy:
Include recycling and the use of municipal, industrial and agricultural waste as energy not covered elsewhere.

Small hydro - (less than 10 MW):
Include plants with capacity below 10 MW.

Large hydro - (greater than or equal to 10 MW):
Include plants with capacity of 10 MW and above.

Other renewable energy:
Include hot dry rock, hydro-thermal, geothermal heat applications (including agriculture), tidal power, wave energy, ocean current power, ocean thermal power, other.
Include ocean and geothermal.

  • Solar photovoltaics (PV)
  • Solar thermal-power and high-temperature applications
  • Solar heating and cooling
  • Wind energy
  • Bio-energy - biomass production and transportation
  • Bio-energy - biomass conversion to transportation fuel
  • Bio-energy - biomass conversion to heat and electricity
  • Other bio-energy
  • Small hydro (less than 10 MW)
  • Large hydro (greater than or equal to 10 MW)
  • Other renewable energy
    Include ocean and geothermal.
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

32. In 2017, what were this organization's energy R&D expenditures on solar photovoltaics (PV)?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Solar photovoltaics (PV):
Include solar cell development, PV-module development, PV-inverter development, building-integrated PV-modules, PV-system development, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

33. In 2017, what were this organization's energy R&D expenditures on solar thermal-power and high-temperature applications?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Solar thermal-power and high-temperature applications:
Include solar chemistry, concentrating collector development, solar thermal power plants, high-temperature applications for heat and power.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

34. In 2017, what were this organization's energy R&D expenditures on solar heating and cooling?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Solar heating and cooling:
Include daylighting, passive and active solar heating and cooling, collector development, hot water preparation, combined-space heating, solar architecture, solar drying, solar-assisted ventilation, swimming pool heating, low-temperature process heating, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

35. In 2017, what were this organization's energy R&D expenditures on wind energy?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Wind energy:
Include technology development, such as blades, turbines, converters structures, system integration, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

36. In 2017, what were this organization's energy R&D expenditures on bio-energy - biomass production and transport?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Bio-energy - Biomass production/supply and transport:
Include improvement of energy crops, research on bio-energy production potential and associated land-use effects, supply and transport of bio-solids, bio-liquids, biogas and bio-derived energy products (e.g., ethanol, biodiesel), compacting and baling, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

37. In 2017, what were this organization's energy R&D expenditures on bio-energy - biomass conversion to transportation fuel?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Bio-energy - Biomass conversion to transportation fuel:
Include conventional bio-fuels, cellulosic-derived alcohols, biomass gas-to-liquids, other energy-related products and by-products.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

38. In 2017, what were this organization's energy R&D expenditures on bio-energy - biomass conversion to heat and electricity?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Bio-energy - Biomass conversion to heat and electricity:
Include bio-based heat, electricity and combined heat and power (CHP).
Exclude multi-firing with fossil fuels.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

39. In 2017, what were this organization's energy R&D expenditures on other bio-energy?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other bio-energy:
Include recycling and the use of municipal, industrial and agricultural waste as energy not covered elsewhere.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

40. In 2017, what were this organization's energy R&D expenditures on small hydro (less than 10 MW)?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Small hydro - (less than 10 MW):
Include plants with capacity below 10 MW.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

41. In 2017, what were this organization's energy R&D expenditures on large hydro (greater than or equal to 10 MW)?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Large hydro - (greater than or equal to 10 MW):
Include plants with capacity of 10 MW or greater.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for renewable energy resources within this reporting unit.

42. In 2017, what were this organization's energy R&D expenditures on other renewable energy?

Include ocean and geothermal.

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other renewable energy:
Include hot dry rock, hydro-thermal, geothermal heat applications (including agriculture), tidal power, wave energy, ocean current power, ocean thermal power, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Nuclear fission and fusion

43. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include nuclear fission and fusion-related R&D in the following categories?

Select all that apply.

Exploration, mining and preparation, tailings management:
Include development of advanced exploration methods (geophysical, geochemical) for prospecting, ore surface and in-situ production, uranium and thorium extraction and conversion, enrichment, handling of tailings and remediation.

Nuclear reactors:
Include nuclear reactors of all types and related system components.

Other fission:
Include nuclear safety, environmental protection (emission reduction or avoidance), radiation protection and decommissioning of power plants and related nuclear fuel cycle installations, nuclear waste treatment, disposal and storage, fissile material recycling, fissile materials control, transport of radioactive materials.

Fusion:
Include all types (e.g., magnetic confinement, laser applications).

  • Nuclear materials exploration, mining and preparation, tailings management
  • Nuclear reactors
  • Other fission
  • Fusion
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for nuclear fission and fusion within this reporting unit.

44. In 2017, what were this organization's energy R&D expenditures on nuclear materials exploration, mining and preparation, tailings management?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Exploration, mining and preparation, tailings management:
Include development of advanced exploration methods (geophysical, geochemical) for prospecting, ore surface and in-situ production, uranium and thorium extraction and conversion, enrichment, handling of tailings and remediation.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for nuclear fission and fusion within this reporting unit.

45. In 2017, what were this organization's energy R&D expenditures on nuclear reactors?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Nuclear reactors:
Include nuclear reactors of all types and related system components.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for nuclear fission and fusion within this reporting unit.

46. In 2017, what were this organization's energy R&D expenditures on other fission?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other fission:
Include: nuclear safety, environmental protection (emission reduction or avoidance), radiation protection and decommissioning of power plants and related nuclear fuel cycle installations, nuclear waste treatment, disposal and storage, fissile material recycling, fissile materials control, transport of radioactive materials.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for nuclear fission and fusion within this reporting unit.

47. In 2017, what were this organization's energy R&D expenditures on fusion?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Fusion:
Include all types (e.g., magnetic confinement, laser applications).

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Electric power

48. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include electric power-related R&D in the following categories?

Select all that apply.

Electric power generation in utility sector:
Include conventional and non-conventional technology (e.g., pulverised coal, fluidised bed, gasification-combined cycle, supercritical), re-powering, retrofitting, life extensions and upgrading of power plants, generators and components, super-conductivity, magneto hydrodynamic, dry cooling towers, co-firing (e.g., with biomass), air and thermal pollution reduction or avoidance, flue gas cleanup (excluding CO2 removal), CHP (combined heat and power) not covered elsewhere.

Electric power - combined heat and power in industry, buildings:
Include industrial applications, small scale applications for buildings.

Electricity transmission, distribution and storage:
Include solid state power electronics, load management and control systems, network problems, super-conducting cables, AC and DC high voltage cables, HVDC transmission, other transmission and distribution related to integrating distributed and intermittent generating sources into networks, all storage (e.g., batteries, hydro reservoirs, fly wheels), other.

  • Electric power generation in utility sector
  • Electric power - combined heat and power in industry, buildings
  • Electricity transmission, distribution and storage
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for electric power within this reporting unit.

49. In 2017, what were this organization's energy R&D expenditures on electric power generation in utility sector?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Electric power generation in utility sector:
Include conventional and non-conventional technology (e.g., pulverised coal, fluidised bed, gasification-combined cycle, supercritical), re-powering, retrofitting, life extensions and upgrading of power plants, generators and components, super-conductivity, magneto hydrodynamic, dry cooling towers, co-firing (e.g., with biomass), air and thermal pollution reduction or avoidance, flue gas cleanup (excluding CO2 removal), CHP (combined heat and power) not covered elsewhere.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for electric power within this reporting unit.

50. In 2017, what were this organization's energy R&D expenditures on electric power - combined heat and power in industry, buildings?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Electric power - combined heat and power in industry, buildings:
Include industrial applications, small scale applications for buildings.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for electric power within this reporting unit.

51. In 2017, what were this organization's energy R&D expenditures on electricity transmission, distribution and storage?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Electricity transmission, distribution and storage:
Include solid state power electronics, load management and control systems, network problems, super-conducting cables, AC and DC high voltage cables, HVDC transmission, other transmission and distribution related to integrating distributed and intermittent generating sources into networks, all storage (e.g., batteries, hydro reservoirs, fly wheels), other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Hydrogen and fuel cells

52. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include hydrogen and fuel cells-related R&D in the following categories?

Select all that apply.

Other hydrogen:
Include end uses (e.g., combustion), other infrastructure and systems R&D (refuelling stations).

Stationary fuel cells:
Include electricity generation, other stationary end-use.

Mobile fuel cell:
Include portable applications.

  • Hydrogen production for process applications
  • Hydrogen production for transportation applications
  • Hydrogen transport and storage
  • Other hydrogen
  • Stationary fuel cells
  • Mobile fuel cells
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

53. In 2017, what were this organization's energy R&D expenditures on hydrogen production for process applications?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

54. In 2017, what were this organization's energy R&D expenditures on hydrogen production for transportation applications?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

55. In 2017, what were this organization's energy R&D expenditures on hydrogen transport and storage?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

56. In 2017, what were this organization's energy R&D expenditures on other hydrogen?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other hydrogen:
Include end uses (e.g., combustion), other infrastructure and systems R&D (refuelling stations).

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

57. In 2017, what were this organization's energy R&D expenditures on stationary fuel cells?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Stationary fuel cells:
Include electricity generation, other stationary end-use.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for hydrogen and fuel cells within this reporting unit.

58. In 2017, what were this organization's energy R&D expenditures on mobile fuel cells?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Mobile fuel cells:
Include portable applications.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Energy efficiency

59. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include energy efficiency-related R&D in the following categories?

Select all that apply.

Energy efficiency for industry:
Include reduction of energy consumption through improved use of energy and/or reduction or avoidance of air and other emissions related to the use of energy in industrial systems and processes (excluding bio-energy-related) through the development of new techniques, new processes and new equipment, other.

Energy efficiency for residential, institutional and commercial:
Include space heating and cooling, ventilation and lighting control systems other than solar technologies, low energy housing design and performance other than solar technologies, new insulation and building materials, thermal performance of buildings, domestic appliances, other.

Energy efficiency for transportation:
Include analysis and optimisation of energy consumption in the transport sector, efficiency improvements in light-duty vehicles, heavy-duty vehicles, non-road vehicles, public transport systems, engine-fuel optimisation, use of alternative fuels (liquid and gaseous, other than hydrogen), fuel additives, diesel engines, Stirling motors, electric cars, hybrid cars, includes air emission reduction, other.

Other energy efficiency:
Include waste heat utilisation (heat maps, process integration, total energy systems, low temperature thermodynamic cycles), district heating, heat pump development, reduction of energy consumption in the agricultural sector.

  • Energy efficiency applications for industry
  • Energy efficiency for residential, institutional and commercial sectors
  • Energy efficiency for transportation
  • Other energy efficiency
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for energy efficiency within this reporting unit.

60. In 2017, what were this organization's energy R&D expenditures on energy efficiency applications for industry?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Energy efficiency for industry:
Include reduction of energy consumption through improved use of energy and/or reduction or avoidance of air and other emissions related to the use of energy in industrial systems and processes (excluding bio-energy-related) through the development of new techniques, new processes and new equipment, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for energy efficiency within this reporting unit.

61. In 2017, what were this organization's energy R&D expenditures on energy efficiency for residential, institutional and commercial sectors?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Energy efficiency for residential, institutional and commercial:
Include space heating and cooling, ventilation and lighting control systems other than solar technologies, low energy housing design and performance other than solar technologies, new insulation and building materials, thermal performance of buildings, domestic appliances, other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for energy efficiency within this reporting unit.

62. In 2017, what were this organization's energy R&D expenditures on energy efficiency for transportation?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Energy efficiency for transportation:
Include analysis and optimisation of energy consumption in the transport sector, efficiency improvements in light-duty vehicles, heavy-duty vehicles, non-road vehicles, public transport systems, engine-fuel optimisation, use of alternative fuels (liquid and gaseous, other than hydrogen), fuel additives, diesel engines, Stirling motors, electric cars, hybrid cars, air emission reduction and other.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for energy efficiency within this reporting unit.

63. In 2017, what were this organization's energy R&D expenditures on other energy efficiency?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other energy efficiency:
Include waste heat utilisation (heat maps, process integration, total energy systems, low temperature thermodynamic cycles), district heating, heat pump development, reduction of energy consumption in the agricultural sector.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Energy-related R&D by area of technology - Other energy-related technologies

64. In 2017, did this organization's total in-house and outsourced (contracted out or granted) R&D expenditures include other energy-related R&D in the following categories?

Select all that apply.

Carbon capture end-use:
Include industry in the end-use sector, such as steel production, manufacturing, etc. (exclude fossil fuel production and processing and electric power production).

Energy system analysis:
Include system analysis related to energy R&D not covered elsewhere, sociological, economical and environmental impact of energy which are not specifically related to one technology area listed in the sections above.\

All other energy technologies:
Include energy technology information dissemination, studies not related to a specific technology area listed above.

  • Carbon capture, transport and storage related to fossil fuel production and processing
  • Carbon capture, transport and storage related to electric power production
  • Carbon capture, transport and storage related to industry in end-use sector
  • Energy system analysis
  • All other energy-related technologies
  • None of the above

Energy-related R&D by area of technology

Report all 2017 R&D expenditures for other energy-related technologies within this reporting unit.

65. In 2017, what were this organization's energy R&D expenditures on carbon capture, transport and storage related to fossil fuel production and processing?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for other energy-related technologies within this reporting unit.

66. In 2017, what were this organization's energy R&D expenditures on carbon capture, transport and storage related to electric power production?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for other energy-related technologies within this reporting unit.

67. In 2017, what were this organization's energy R&D expenditures on carbon capture, transport and storage related to industry in end-use sector?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Carbon capture end-use:
Include industry in the end-use sector, such as steel production, manufacturing, etc. (exclude fossil fuel production and processing and electric power production).

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for other energy-related technologies within this reporting unit.

68. In 2017, what were this organization's energy R&D expenditures on energy system analysis?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Energy system analysis:
Include system analysis related to energy R&D not covered elsewhere, sociological, economical and environmental impact of energy which are not specifically related to one technology area listed in the sections above.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Report all 2017 R&D expenditures for other energy-related technologies within this reporting unit.

69. In 2017, what were this organization's energy R&D expenditures on other energy-related technologies?

Exclude capital depreciation.

Please report all amounts in thousands of Canadian dollars.

Report '0' for no R&D expenditures.

Other energy-related technologies:
Include energy technology information dissemination, studies not related to a specific technology area listed above.

CAPTION
  CAN$ '000
Funds from this organization  
Funds from federal, provincial or territorial government(s)  
All other Canadian sources of funds  
All foreign sources of funds  
Total in-house R&D  
Outsourced (contracted out or granted) within Canada  
Outsourced (contracted out or granted) outside Canada  
Total outsourced R&D  

Summary of energy-related and total R&D expenditures

70. Summary of total 2017 energy-related R&D and total R&D expenditures

CAPTION
  Total energy-related R&D Total R&D
Total funds from this organization    
Total funds from federal, provincial or territorial government(s)    
Total all other Canadian sources of funds    
Total all foreign sources of funds    
Total in-house R&D expenditures    
Total outsourced (contracted out or granted) within Canada    
Total outsourced (contracted out or granted) outside Canada    
Total outsourced (contracted out or granted) R&D expenditures    
Total R&D expenditures    

In-house R&D personnel in 2017

71. In 2017, how many in-house R&D personnel within Canada did this organization have in the following R&D occupations?

Full-time equivalent (FTE)

R&D may be carried out by persons who work solely on R&D projects or by persons who devote only part of their time to R&D, and the balance to other activities such as testing, quality control and production engineering. To arrive at the total effort devoted to R&D in terms of personnel, it is necessary to estimate the full-time equivalent of these persons working only part-time in R&D .

Full-time equivalent (FTE) = Number of persons who work solely on R&D projects + the time of persons working only part of their time on R&D .

Example calculation: If out of four scientists engaged in R&D work, one works solely on R&D projects and the remaining three devote only one quarter of their working time to R&D, then: FTE = 1 + 1/4 + 1/4 + 1/4 = 1.75 scientists.

R&D personnel

Include:

  • permanent, temporary and casual R&D employees
  • independent on-site R&D consultants and contractors working in your organization's offices, laboratories, or other facilities
  • employees engaged in R&D -related support activities.

Researchers and research managers are composed of:

  • Scientists, social scientists, engineers and researchers are professionals engaged in the conception or creation of new knowledge. They conduct research and improve or develop concepts, theories, models, techniques instrumentation, software or operational methods. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.
  •  Senior research managers plan or manage R&D projects and programs. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.

R&D technical, administrative and support staff are composed of:

  • Technicians and technologists and research assistants are persons whose main tasks require technical knowledge and experience in one or more fields of engineering, the physical and life sciences, or the social sciences, humanities and the arts. They participate in R&D by performing scientific and technical tasks involving the application of concepts, operational methods and the use of research equipment, normally under the supervision of researchers. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.
  • Other R&D technical, administrative support staff include skilled and unskilled craftsmen, and administrative, secretarial and clerical staff participating in R&D projects or directly associated with such projects.

On-site R&D consultants and contractors are individuals hired 1) to perform project-based work or to provide goods at a fixed or ascertained price or within a certain time or 2) to provide advice or services in a specialized field for a fee and, in both cases, work at the location specified and controlled by the contracting company or organization.

CAPTION
  Number of full-time equivalents (FTE)
Researchers and research managers  
a. Scientists, social scientists, engineers and researchers  
b. Senior research managers  
Total researchers and research managers  
R&D technical, administrative and support staff  
c. Technicians, technologists and research assistants  
d. Other R&D technical, administrative and support staff  
Total R&D technical, administrative and support staff  
Other R&D occupations  
e. On-site R&D consultants and contractors  
Total in-house R&D personnel within Canada  

72. Of this organization's total in-house R&D personnel reported above, what percentage performed software-related activities?

Software-related sciences and technologies

  • Software engineering and technology: computer software engineering, computer software technology and other related computer software engineering and technologies.
  • Computer sciences: computer science, artificial intelligence, cryptography and other related computer sciences.
  • Information technology and bioinformatics: information technology, informatics, bioinformatics, biomathematics and other related information technologies.

Percentage of software-related activities

In order to reduce future follow-up, please select one of the following options.

The average wages and salaries calculated based on the data provided is $ ###### .

  • I confirm that all values are correct.
  • I am unable to confirm that all values are correct.

73. In 2017, how were the total in-house R&D personnel distributed by province or territory?

Please report in full-time equivalents (FTE).

R&D personnel

Include:

  • permanent, temporary and casual R&D employees
  • independent on-site R&D consultants and contractors working in your organization's offices, laboratories, or other facilities
  • employees engaged in R&D -related support activities.

Researchers and research managers are composed of:

  • Scientists, social scientists, engineers and researchers are professionals engaged in the conception or creation of new knowledge. They conduct research and improve or develop concepts, theories, models, techniques instrumentation, software or operational methods. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.
  • Senior research managers plan or manage R&D projects and programs. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.

R&D technical, administrative and support staff are composed of:

  •  Technicians and technologists and research assistants are persons whose main tasks require technical knowledge and experience in one or more fields of engineering, the physical and life sciences, or the social sciences, humanities and the arts. They participate in R&D by performing scientific and technical tasks involving the application of concepts, operational methods and the use of research equipment, normally under the supervision of researchers. They may be certified by provincial or territorial educational authorities, provincial, territorial or national scientific or engineering associations.
  • Other R&D technical, administrative support staff include skilled and unskilled craftsmen, and administrative, secretarial and clerical staff participating in R&D projects or directly associated with such projects.

On-site R&D consultants and contractors are individuals hired 1) to perform project-based work or to provide goods at a fixed or ascertained price or within a certain time or 2) to provide advice or services in a specialized field for a fee and, in both cases, work at the location specified and controlled by the contracting company or organization.

Full-time equivalent (FTE)

R&D may be carried out by persons who work solely on R&D projects or by persons who devote only part of their time to R&D, and the balance to other activities such as testing, quality control and production engineering. To arrive at the total effort devoted to R&D in terms of personnel, it is necessary to estimate the full-time equivalent of these persons working only part-time in R&D .

FTE (full-time equivalent): Number of persons who work solely on R&D projects + the time of persons working only part of their time on R&D .

Example calculation: If out of four scientists engaged in R&D work, one works solely on R&D projects and the remaining three devote only one quarter of their working time to R&D, then: FTE = 1 + 1/4 + 1/4 + 1/4 = 1.75 scientists.

CAPTION
  Number of researchers and research managers Number of R&D technical, administrative and support staff
Newfoundland and Labrador      
Prince Edward Island      
Nova Scotia      
New Brunswick      
Quebec      
Ontario      
Manitoba      
Saskatchewan      
Alberta      
British Columbia      
Yukon      
Northwest Territories      
Nunavut      
Total in-house R&D personnel within Canada      
Total R&D personnel previously reported from question 71      

Technology and technical assistance payments in 2017

74. In 2017, did this organization make or receive payments inside or outside Canada for the following technology and technical assistance?

Technology and technical assistance payments

Definitions (equivalent to the Canadian Intellectual Property Office - opens in a new browser window):

a. Patent
Government grant giving the right to exclude others from making, using or selling an invention.

b. Copyright
Legal protection for literary, artistic, dramatic or musical works, computer programs, performer's performances, sound recordings, and communication signals.

c. Trademark
A word, symbol or design, or combination of these, used to distinguish goods or services of one person or organization from those of others in the marketplace.

d. Industrial design
Legal protection against imitation of the shape, pattern, or ornamentation of an object.

e. Integrated circuit topography
Three-dimensional configurations of the elements and interconnections embodied in an integrated circuit product.

f. Original software
Computer programs and descriptive materials for both systems and applications. Original software can be created in-house or outsourced and includes packaged software with customization.

g. Packaged or off-the-shelf software
Packaged software purchased for organizational use and excludes software with customization.

h. Databases
Data files organized to permit effective access and use of the data.

CAPTION
  Made Payments Received Payments Both made and received payments Not applicable
Patents        
Copyrights        
Trademarks        
Industrial design        
Integrated circuit topography        
Original software        
Packaged or off-the-shelf software        
Databases        
Other technology and technical assistance        

75. In 2017, how much did this organization pay to other organizations for technology and technical assistance?

Please report all amounts in thousands of Canadian dollars.

Report '1' for payments made between $1 and $999.

Technology and technical assistance payments

Definitions (equivalent to the Canadian Intellectual Property Office - opens in a new browser window):

a. Patent
Government grant giving the right to exclude others from making, using or selling an invention.

b. Copyright
Legal protection for literary, artistic, dramatic or musical works, computer programs, performer's performances, sound recordings, and communication signals.

c. Trademark
A word, symbol or design, or combination of these, used to distinguish goods or services of one person or organization from those of others in the marketplace.

d. Industrial design
Legal protection against imitation of the shape, pattern, or ornamentation of an object.

e. Integrated circuit topography
Three-dimensional configurations of the elements and interconnections embodied in an integrated circuit product.

f. Original software
Computer programs and descriptive materials for both systems and applications. Original software can be created in-house or outsourced and includes packaged software with customization.

g. Packaged or off-the-shelf software
Packaged software purchased for organizational use and excludes software with customization.

h. Databases
Data files organized to permit effective access and use of the data.

CAPTION
  Payments made within Canada
CAN$ '000		 Payments made outside Canada
CAN$ '000
Payments made to members, affiliated companies or organizations    
a. Patents    
b. Copyrights    
c. Trademarks    
d. Industrial design    
e. Integrated circuit topography    
f. Original software    
g. Packaged or off-the-shelf software    
h. Databases    
i. Other technology and technical assistance    
Total payments made to members, affiliated companies or organizations    
Payments made to other organizations, companies or individuals    
j. Patents    
k. Copyrights    
l. Trademarks    
m. Industrial design    
n. Integrated circuit topography    
o. Original software    
p. Packaged or off-the-shelf software    
q. Databases    
r. Other technology and technical assistance    
Total payments made to other organizations, companies or individuals    
Total payments made to other organizations for technology and technical assistance    

76. In 2017, how much did this organization receive from other organizations for technology and technical assistance?

Please report all amounts in thousands of Canadian dollars.

Report '1' for payments received between $1 and $999.

Technology and technical assistance payments

Definitions (equivalent to the Canadian Intellectual Property Office - opens in a new browser window):

a. Patent
Government grant giving the right to exclude others from making, using or selling an invention.

b. Copyright
Legal protection for literary, artistic, dramatic or musical works, computer programs, performer's performances, sound recordings, and communication signals.

c. Trademark
A word, symbol or design, or combination of these, used to distinguish goods or services of one person or organization from those of others in the marketplace.

d. Industrial design
Legal protection against imitation of the shape, pattern, or ornamentation of an object.

e. Integrated circuit topography
Three-dimensional configurations of the elements and interconnections embodied in an integrated circuit product.

f. Original software
Computer programs and descriptive materials for both systems and applications. Original software can be created in-house or outsourced and includes packaged software with customization.

g. Packaged or off-the-shelf software
Packaged software purchased for organizational use and excludes software with customization.

h. Databases
Data files organized to permit effective access and use of the data.

CAPTION
  Payments received from within Canada
CAN$ '000		 Payments received from outside Canada
CAN$ '000
Payments received from members, affiliated companies or organizations    
a. Patents    
b. Copyrights    
c. Trademarks    
d. Industrial design    
e. Integrated circuit topography    
f. Original software    
g. Packaged or off-the-shelf software    
h. Databases    
i. Other technology and technical assistance    
Total payments received from members, affiliated companies or organizations    
Payments received from other organizations, companies or individuals    
j. Patents    
k. Copyrights    
l. Trademarks    
m. Industrial design    
n. Integrated circuit topography    
o. Original software    
p. Packaged or off-the-shelf software    
q. Databases    
r. Other technology and technical assistance    
Total payments received from other organizations, companies or individuals    
Total payments received from other organizations for technology and technical assistance    

Changes and events that affected the business or organization

77. 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.

  • Outsourcing of R&D project(s)
  • Initiation of new R&D project(s)
  • Completion of existing R&D project(s)
  • Major change in funding of R&D project(s) (loss of funding)
  • Major change in funding of R&D project(s) (increase in funding)
  • Organizational change that affected R&D activities (expansion, reduction, restructuring)
  • Economic change that affected R&D activities
  • Lack of availability of qualified R&D personnel
  • Other
    • Specify the other changes or events
  • No changes or events

Contact person

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

Is Provided Given Names, 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

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

Include the time spent gathering the necessary information.

  • Hours
  • Minutes

80. We invite your comments about this questionnaire.

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