Canadian Association of University Business Officers (CAUBO)

Financial Information of Universities and Colleges – 2008/2009

General information

  • Name of University (or College)
  • Address
    • Street
    • City
    • Province
    • Postal Code
  • Fiscal year ending: Day Month Year
  • Name and title of respondent
  • Telephone
    • Area code
    • Number
    • Local
  • Fax
    • Area code
    • Number
  • E-mail address
  • Name of Senior Administrative Officer (if different from above)

Instructions

  1. Please read carefully the accompanying Guidelines.
  2. All amounts should be expressed in thousands of dollars ($000's).
  3. In the "Observations and Comments" section, please explain financial data that may not be comparable with the prior year.
  4. Please do not fill in shaded areas. All non-shaded cells should be completed.
    A nil entry should be indicated with a zero.
  5. Please complete and return the Transmittal Letter.

Reserved for Statistics Canada

  • Full-time equivalent
  • Report Status
  • Institution Code: cbeYYIII
  • Comments

 

Table 1.  Income by fund
Types of income Funds
  General operating Special purpose and trust Sponsored research Ancillary Capital Endowment Total funds
      Entities consolidated Entities not consolidated Sub-total        
  thousands of dollars
Government departments and agencies - grants and contracts                  
Federal                  
1. Social Sciences and Humanities Research Council                  
2. Health Canada                  
3. Natural Sciences and Engineering Research Council                  
4. Canadian Institutes of Health Research (CIHR)                  
5. Canada Foundation for Innovation (CFI)                  
6. Canada Research Chairs                  
7. Other federal (see Table 6)                  
Other                  
8. Provincial (see Table 7)                  
9. Municipal                  
10. Other provinces                  
11. Foreign                  
Tuition and other fees                  
  12. Credit course tuition                  
  13. Non-credit tuition                  
  14. Other fees                  
Donations, including bequests                  
  15. Individuals                  
  16. Business enterprises                  
  17. Not-for-profit organizations                  
Non-government
grants and contracts
                 
  18. Individuals                  
  19. Business enterprises                  
  20. Not-for-profit organizations                  
Investment                  
  21. Endowment                  
  22. Other investment                  
Other                  
  23. Sale of services and products                  
  24. Miscellaneous                  
25. Total1                  

  Observations and comments

  • Description (Fund and type of income)
  • Comments

 

Table 2.  Expenditures by fund
Types of expenditures Funds
  General operating Special purpose and trust Sponsored research Ancillary Capital Endowment Total funds
      Entities consolidated Entities not consolidated Sub-total        
  thousands of dollars
Academic salaries                  
1. Academic ranks                  
2. Other instruction and research                  
3. Other salaries and wages                  
4. Benefits                  
5. Travel                  
6. Library acquisitions                  
7. Printing and duplicating                  
8. Materials and supplies                  
9. Communications                  
10. Other operational expenditures                  
11. Utilities                  
12. Renovations and alterations                  
13. Scholarships, bursaries and prizes                  
14. Externally contracted services                  
15. Professional fees                  
16. Cost of goods sold                  
17. Interest                  
18. Furniture and equipment purchase                  
19. Equipment rental and maintenance                  
20. Internal sales and cost recoveries                  
21. Sub-total                  
22. Buildings, land and land improvements                  
23. Lump sum payments                  
24. Total1                  

Observations and comments

  • Description (Fund and type of expenditure)
  • Comments

 

Table 3.  Statement of changes in net assets by fund
Objects Funds
  General operating Special purpose and trust Sponsored research Ancillary Capital Endowment Total funds
      Entities consolidated Entities not consolidated Sub-total        
  thousands of dollars
1. Net asset balances, beginning of year                  
2. Income (Table 1, line Total)                  
3. Expenditures (Table 2, line Total)                  
4. Prior year adjustments                  
5. Interfund transfers1                  
6. Add: borrowings                  
7. Deduct: principal portion of debt repayments                  
8. Interfund reallocations1                  
9. Add: capital expenditures                  
10. Deduct: amortization                  
11. Add or deduct: deferred income                  
12. Add or deduct: pension costs and vacation pay accrual                  
13. Add or deduct: future cost of employee benefits                  
14. Add or deduct: related or affilitated entities                  
15. Add or deduct: other (provide details in space below)                  
16. Net asset balances, end of year2

Net asset balances are comprised of:
                 
17. Unrestricted net assets                  
18. Investment in capital assets                  
19. Internally restricted net assets                  
20. Externally restricted net assets                  
21. Net asset balances, end of year2                  

Observations and comments

  • Description (Fund and object)
  • Comments

 

Table 4.  General operating expenditures by function
Types of expenditures Functions
  Instruction and non-sponsored research Non-credit instruction Library Computing and communications Administration and general Student services Physical plant External Relations Total functions1
  thousands of dollars
Academic salaries                  
1. Academic ranks                  
2. Other instruction and research                  
3. Other salaries and wages                  
4. Benefits                  
5. Travel                  
6. Library acquisitions                  
7. Printing and duplicating                  
8. Materials and supplies                  
9. Communications                  
10. Other operational expenditures                  
11. Utilities                  
12. Renovations and alterations                  
13. Scholarships, bursaries and prizes                  
14. Externally contracted services                  
15. Professional fees                  
16. Cost of goods sold                  
17. Interest                  
18. Furniture and equipment purchase                  
19. Equipment rental and maintenance                  
20. Internal sales and cost recoveries                  
21. Sub-total                  
22. Buildings, land and land improvements                  
23. Lump sum payments                  
24. Total                  

Observations and comments

  • Description (Function and type of expenditure)
  • Comments

 

Table 5.  Affiliation report
Code Legal Name of Affiliated Institution Category of Affiliation
  Health Research Institute Other Research Institute Affiliated Hospital Other Affiliated Institution Associated Hospital Other Associated Institution Federated Institution Basis of Reporting  Amount Included in Annual Return ($000's)
                Included Excluded  
  For columns 1 to 9, indicate with an "x" in the appropriate column. Columns 1 to 9 are in order: Health Research Institute; Other Research Institute; Affiliated Hospital; Other Affiliated Institution; Associated Hospital; Other Associated Institution; Federated Institution; Basis of Reporting–Including; and finally Basis of Reporting–Excluding
Part I:  Separate legal entities consolidated
1.                    
2.                    
3.                    
4.                    
5.                    
6.                    
7.                    
8.                    
9.                    
10.                    
  For columns 1 to 7, indicate with an "x" in the appropriate column.Columns 1 to 7 are in order: Health Research Institute; Other Research Institute; Affiliated Hospital; Other Affiliated Institution; Associated Hospital; Other Associated Institution; and finally Federated Institution.
Part II:  Separate legal entities not consolidated
List each separate legal entity over $100,000
11.                    
12.                    
13.                    
14.                    
15.                    
16.                    
17.                    
18.                    
19. Total of all other legal entities under $100,000                    
20. Total1                    

Observations and comments

  • Description (Function and type of expenditure)
  • Comments

 

Table 6.  Other federal government departments and agencies – Grants and contracts
Source of grant/contract Funds
  General operating Special purpose and trust Sponsored research Ancillary Capital Endowment Total funds
      Entities consolidated Entities not consolidated Sub-total        
  thousands of dollars
1. A. Indirect costs of research                  
B. Separately list each department and agency over $100,000:
2.                  
3.                  
4.                  
5.                  
6.                  
7.                  
8.                  
9.                  
10.                  
11.                  
12.                  
13.                  
14.                  
15.                  
16.                  
17.                  
18.                  
19.                  
20.                  
21.                  
22.                  
23.                  
24.                  
25. C. Total of all departments and agencies under $100,000                  
26. Total1                  

Observations and comments

  • Description
  • Comments

 

Table 7.  Provincial government departments and agencies – Grants and contracts
Source of grant/contract Funds
  General operating Special purpose and trust Sponsored research Ancillary Capital Endowment Total funds
      Entities consolidated Entities not consolidated Sub-total        
  thousands of dollars
A. Ministry responsible (total grants and contracts):
1.                  
2. CFI matching funds                  
B. Other (list each department and agency over $100,000):
3.                  
4.                  
5.                  
6.                  
7.                  
8.                  
9.                  
10.                  
11.                  
12.                  
13.                  
14.                  
15.                  
16.                  
17.                  
18.                  
19.                  
20.                  
21.                  
22.                  
23.                  
24. C. Total of all departments and agencies under $100,000                  
25. Total1                  

Observations and comments

  • Description
  • Comments

Statistics Canada - Producer Prices Division

2009/2010

Purpose of this survey

This survey collects financial, wage and contractor fee information that is used to produce price indexes. These indexes measure change in prices for informatics professional services. You as the respondent will benefit from completing this questionnaire by now having the ability to benchmark your company against other companies in the same industry (in aggregate form only).

Statistics Canada uses this information to better measure the volume of activity in the computer services industry.  For the purpose of this survey, ‘Informatics Professional Services’ covers the following types of businesses: Software publishers; Data processing; Hosting and related services; Computer systems and related services; Internet publishing and broadcasting, and Web search.

Confidentiality

Your answers are confidential

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada. Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Record linkages

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

Your participation is important

Your participation is vital to ensure that the information collected in this survey is accurate and comprehensive. 

Fax or other electronic transmission disclosure

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

Return Procedures

Please return the completed questionnaire to Statistics Canada within 15 days of receipt by mail using the return envelope.  You can also fax it to us at 1-888-883-7999.

Lost the return envelope or need help? Call us at 1-877-604-7828 between 8:00am and 23:00pm Mountain Time or mail to:  Statistics Canada, Operations and Integration Division, 150 Tunney's Pasture Driveway, Ottawa, Ontario, K1A 0T6.

If necessary, please make address label corrections (please print)

  • Legal Name
  • Business Name
  • Title of Contact
  • First Name of Contact
  • Last Name of Contact
  • Address (number and street)
  • City
  • Province/ territory
  • Postal Code/Zip Code
  • Country
  • Language Preference
    • English
    • French

A. Introduction

Instructions:

Please use this page as a quick reference for definitions of the Business Activities listed on the next page (Section B). For more detail or assistance completing any of the other sections please refer to the reporting guide included with this questionnaire.

Software Publishing

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally is referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Examples: Packaged computer software publishing (including designing and developing), Packaged computer software, all formats, Packaged publishers games.

Data Processing, Hosting and Related Services

This Canadian industry includes establishments primarily engaged in providing hosting or data processing services. Hosting establishments may provide specialized hosting activities, such as web hosting, video and audio streaming services, application hosting, application services provisioning, or may provide general time-share mainframe facilities to clients. Data processing establishments may provide complete processing and preparation of reports from data supplied by the customer; specialized services, such as automated data entry; or they may make data processing resources available to clients on an hourly or time-sharing basis.

Examples: Application hosting, Automatic data processing, Computer input preparation services, Computer processing services, Computer time-sharing services, Data entry services, Data processing services, Disk and diskette conversion services, Input preparation services, Leasing of computer time, Microfilm recording and imaging services, Optical scanning data services, Rental of computer time, Computer service bureaus, Video and audio streaming services, Web hosting

Internet Publishing, Broadcasting and Web Search Portals

This Canadian industry includes establishments primarily engaged in publishing and/or broadcasting content on the Internet or operating web sites, known as web search portals, that use a search engine to generate and maintain extensive databases of Internet addresses and content in an easily searchable format. The Internet publishing and broadcasting establishments in this industry provide textual, audio, and/or video content of general or specific interest. These establishments do not provide traditional (non-Internet) versions of the content that they publish or broadcast. Establishments known as web search portals often provide additional Internet services, such as e-mail, connections to other web sites, auctions, news, and other limited content, and serve as a home base for Internet users.

Examples: Internet directory publishing; Internet book publishing; Internet broadcasting; Internet entertainment sites; Internet game sites; Internet newspaper publishing; Internet periodical publishing; Internet software publishing; Publishing, maps, street guides and atlases (exclusively on Internet); Technical books, publishing (exclusively on Internet); Web search portals.

Computer Systems Design and Related Services

This Canadian industry includes establishments primarily engaged in providing expertise in the field of information technologies through one or more activities, such as writing, modifying, testing and supporting software to meet the needs of a particular customer, including the creation of Internet home pages; planning and designing computer systems that integrate hardware, software and communication technologies; on-site management and operation of clients' computer and data processing facilities; providing advice in the field of information technologies; and other professional and technical computer-related services.

Examples: Computer consulting services, Disaster recovery services, Facilities management services, Hardware consulting services, Custom computer programs or systems software development; Custom computer software consulting services, programming services, systems analysis and design; Computer-aided design (CAD) systems services; Computer-aided engineering (CAE) systems services; Data processing facilities management services; Design and system analysis, computer services (software); Facilities management services, computer support services; Information management system design services; Internet page design services, custom; Local area network (LAN) systems integrators; Management information systems design consulting services; Office automation, computer systems integration;  Computer hardware requirements analysis; Software installation services; Custom software programming; Custom software systems analysis and design; Systems analysis and design, computer services (software); Systems engineering (system integration); Web page developing;

B. Business Activities

We have selected one business activity for your company:

Data Processing, Hosting and Related Services

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Was your company engaged in the business activity in 2010 that is identified above?

  • Yes Please go to Section C and complete the questionnaire.
  • No If no, please select one of the business activities below that best represents your business and complete the questionnaire.

Note: Only if you did not perform the pre-selected activity at all in 2010, then please select the activity that represents your main business activity.

Descriptions and examples of the business activities are given in section A. For more details of the business activities please refer to the reporting guide included with this questionnaire.

  • Software Publishing
  • Data Processing, Hosting and Related Services
  • Internet Publishing, Broadcasting and Web Search Portals
  • Computer Systems Design and Related Services
  • Other - Please Specify:

C. Reporting Period

Please report information for your fiscal years in 2009 and 2010

2009:

  • Fiscal year end date (year/month/day):
  • Number of months:

2010:

  • Fiscal year end date (year/month/day):
  • Number of months:

D. Revenue Share

Please provide the dollar value for revenue received from each of the following business activities in 2009 and 2010 from all provinces. Please report in Canadian dollars for your company’s Canadian operations. Please see Section A. Descriptions of Business Activities for the details of each activity.

If your company operates in  more than one location  then please provide the total from all locations (provinces and territories) in Canada.

Reporting Instructions:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, subcontracted services)
  • Exclude: Revenue earned by foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.

Business Activity

Software Publishing:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Data Processing, Hosting and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Internet Publishing, Broadcasting and Web Search Portals:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Computer Systems Design and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Other :

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Total:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

E. Operating Revenue & Expenses

Reporting Instructions:

Please provide the dollar value for the revenue and expenses for the fiscal years indicated, only for the business activity selected in Section B.

If your company operates in  more than one location,  then please provide the total  from all locations (provinces and territories) in Canada.

Please report in Canadian dollars for your company’s Canadian operations.

Please do not report revenue and expenses unrelated to the business activity selected in Section B.             

Operating Revenue:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, and sub-contracted services).
  • Exclude: Revenue from foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.
    • Operating Revenue in 2009 (CAN$):
    • Operating Revenue in 2010 (CAN$):

Expenses:

Expenses for Employees:

  • Include: Wages, salaries, benefits and bonuses paid to full-time, part-time and temporary employees whose time was charged to the business activity selected in Section B
  • Exclude: Overhead expenses (e.g. wages, salaries and benefits  and bonuses of administrative staff, building occupancy costs, purchased services such as legal and accounting services).
    • Expenses for Employees in 2009 (CAN$):
    • Expenses for Employees in 2010 (CAN$):

Expenses for Contract Workers:

  • Include: Fees paid to contract workers for their work on the business activity selected in Section B.
    • Expenses for Contract Worker in 2009 (CAN$):
    • Expenses for Contract Worker in 2010 (CAN$):

Other Expenses:

  • Include: All other expenses incurred for work on the business activity selected in Section B (i.e. software, hardware, office expenses, travel and accommodation). 
  • Exclude: Overhead such as GST refunded by government, rent, utilities and insurance.
    • Other Expenses in 2009 (CAN$):
    • Other Expenses in 2010 (CAN$)

F. Personnel

Average number of paid employees during the reporting period for the business activity selected in Section B.

  • To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
  • Exclude: Partners, proprietors and non-salaried personnel.
    • Average number of paid employees in 2009:
    • Average number of paid employees in 2010:

Full-time employees during the reporting period for the business activity selected in Section B.

  • Include: Full-time employment consists of persons who usually work 30 hours or more per week.
  • To calculate the average number of full-time employees, add the number of full-time employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
    • Average number of paid employees who worked full-time in 2009:
    • Average number of paid employees who worked full-time in 2010:

G. Average Annual Percentage Change in Labour Rates

Average annual percentage change for salaries and wages paid to employees and fees paid to contract workers

For the fiscal year  indicated and the business activity selected in Section B, please complete the average annual percentage change for Salaries and wages paid to employees and fees paid to contract workers. Please follow the example below.

Example:  Your company has 3 employees who can charge their time to the activity selected in Section B.  Two of these employees received annual increases of 1% and 5%.  The third employee did not receive an increase (0%). The sum of the three wage rate changes (1%+5%+0%) is 6.0%. When you divide by the number of employees (+6% / 3 employees), the result is an average annual percentage changes in wage rates of 2.0%. 

If there is no change in the average annual percentage of salaries and wages and fees paid to contract workers, then write 0.

Salaries and wages rates:

  • Please report the average annual percentage change (+,-) in the salaries and wages paid to employees whose time is charged to the business activity  selected in Section B (for all provinces and territories).
  • Exclude: The salary or wage changes for general and administrative staff.
    • Salaries and Wages Rates in 2009 (%):
    • Salaries and Wages Rates in 2010 (%):

Fees paid to contract workers:

  • Please report the average annual percentage change (+,-) in the fees paid to contract workers whose time is charged to the business activity  selected in Section B (for all provinces and territories).
    • Fees Paid to Contract Workers in 2009 (%):
    • Fees Paid to Contract Workers in 2010 (%):

We welcome any suggestions that you may have for improving the Price Report for Informatics Professional Services.

  • Signature of Authorized Person:
  • Date Completed:

Name of authorized person to contact about this questionnaire (please print)

  • First Name of Authorized Person:
  • Last Name of Authorized Person:
  • Title of Authorized Person:
  • Telephone Number:
  • Extension:
  • Fax Number:
  • E-mail Address:

Time to complete questionnaire

How long did you spend collecting and reporting the information needed to complete this questionnaire?

Pre-filled questionnaire

In order to facilitate the completion of next year's questionnaire, we can provide you with a copy of the information you provided this year.  Do you authorize us to send a pre-filled questionnaire containing the information you provided this year?

Please check

  • Yes (Please send a pre-filled questionnaire next year)
  • No (Please send a blank questionnaire)

Date:

Signature:

Please make a copy of this completed questionnaire for your records and return the questionnaire in the enclosed envelope.

Thank you

Statistics Canada - Producer Prices Division

2009/2010

Purpose of this survey

This survey collects financial, wage and contractor fee information that is used to produce price indexes. These indexes measure change in prices for informatics professional services. You as the respondent will benefit from completing this questionnaire by now having the ability to benchmark your company against other companies in the same industry (in aggregate form only).

Statistics Canada uses this information to better measure the volume of activity in the computer services industry.  For the purpose of this survey, ‘Informatics Professional Services’ covers the following types of businesses: Software publishers; Data processing; Hosting and related services; Computer systems and related services; Internet publishing and broadcasting, and Web search.

Confidentiality

Your answers are confidential

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada. Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Record linkages

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

Your participation is important

Your participation is vital to ensure that the information collected in this survey is accurate and comprehensive. 

Fax or other electronic transmission disclosure

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

Return Procedures

Please return the completed questionnaire to Statistics Canada within 15 days of receipt by mail using the return envelope.  You can also fax it to us at 1-888-883-7999.

Lost the return envelope or need help? Call us at 1-877-604-7828 between 8:00am and 23:00pm Mountain Time or mail to:  Statistics Canada, Operations and Integration Division, 150 Tunney's Pasture Driveway, Ottawa, Ontario, K1A 0T6.

If necessary, please make address label corrections (please print)

  • Legal Name
  • Business Name
  • Title of Contact
  • First Name of Contact
  • Last Name of Contact
  • Address (number and street)
  • City
  • Province/ territory
  • Postal Code/Zip Code
  • Country
  • Language Preference
    • English
    • French

A. Introduction

Instructions:

Please use this page as a quick reference for definitions of the Business Activities listed on the next page (Section B). For more detail or assistance completing any of the other sections please refer to the reporting guide included with this questionnaire.

Software Publishing

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally is referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Examples: Packaged computer software publishing (including designing and developing), Packaged computer software, all formats, Packaged publishers games.

Data Processing, Hosting and Related Services

This Canadian industry includes establishments primarily engaged in providing hosting or data processing services. Hosting establishments may provide specialized hosting activities, such as web hosting, video and audio streaming services, application hosting, application services provisioning, or may provide general time-share mainframe facilities to clients. Data processing establishments may provide complete processing and preparation of reports from data supplied by the customer; specialized services, such as automated data entry; or they may make data processing resources available to clients on an hourly or time-sharing basis.

Examples: Application hosting, Automatic data processing, Computer input preparation services, Computer processing services, Computer time-sharing services, Data entry services, Data processing services, Disk and diskette conversion services, Input preparation services, Leasing of computer time, Microfilm recording and imaging services, Optical scanning data services, Rental of computer time, Computer service bureaus, Video and audio streaming services, Web hosting

Internet Publishing, Broadcasting and Web Search Portals

This Canadian industry includes establishments primarily engaged in publishing and/or broadcasting content on the Internet or operating web sites, known as web search portals, that use a search engine to generate and maintain extensive databases of Internet addresses and content in an easily searchable format. The Internet publishing and broadcasting establishments in this industry provide textual, audio, and/or video content of general or specific interest. These establishments do not provide traditional (non-Internet) versions of the content that they publish or broadcast. Establishments known as web search portals often provide additional Internet services, such as e-mail, connections to other web sites, auctions, news, and other limited content, and serve as a home base for Internet users.

Examples: Internet directory publishing; Internet book publishing; Internet broadcasting; Internet entertainment sites; Internet game sites; Internet newspaper publishing; Internet periodical publishing; Internet software publishing; Publishing, maps, street guides and atlases (exclusively on Internet); Technical books, publishing (exclusively on Internet); Web search portals.

Computer Systems Design and Related Services

This Canadian industry includes establishments primarily engaged in providing expertise in the field of information technologies through one or more activities, such as writing, modifying, testing and supporting software to meet the needs of a particular customer, including the creation of Internet home pages; planning and designing computer systems that integrate hardware, software and communication technologies; on-site management and operation of clients' computer and data processing facilities; providing advice in the field of information technologies; and other professional and technical computer-related services.

Examples: Computer consulting services, Disaster recovery services, Facilities management services, Hardware consulting services, Custom computer programs or systems software development; Custom computer software consulting services, programming services, systems analysis and design; Computer-aided design (CAD) systems services; Computer-aided engineering (CAE) systems services; Data processing facilities management services; Design and system analysis, computer services (software); Facilities management services, computer support services; Information management system design services; Internet page design services, custom; Local area network (LAN) systems integrators; Management information systems design consulting services; Office automation, computer systems integration;  Computer hardware requirements analysis; Software installation services; Custom software programming; Custom software systems analysis and design; Systems analysis and design, computer services (software); Systems engineering (system integration); Web page developing;

B. Business Activities

We have selected one business activity for your company:

Computer Systems Design and Related Services

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Was your company engaged in the business activity in 2010 that is identified above?

  • Yes Please go to Section C and complete the questionnaire.
  • No If no, please select one of the business activities below that best represents your business and complete the questionnaire.

Note: Only if you did not perform the pre-selected activity at all in 2010, then please select the activity that represents your main business activity.

Descriptions and examples of the business activities are given in section A. For more details of the business activities please refer to the reporting guide included with this questionnaire.

  • Software Publishing
  • Data Processing, Hosting and Related Services
  • Internet Publishing, Broadcasting and Web Search Portals
  • Computer Systems Design and Related Services
  • Other - Please Specify:

C. Reporting Period

Please report information for your fiscal years in 2009 and 2010

2009:

  • Fiscal year end date (year/month/day):
  • Number of months:

2010:

  • Fiscal year end date (year/month/day):
  • Number of months:

D. Revenue Share

Please provide the dollar value for revenue received from each of the following business activities in 2009 and 2010 from all provinces. Please report in Canadian dollars for your company’s Canadian operations. Please see Section A. Descriptions of Business Activities for the details of each activity.

If your company operates in  more than one location  then please provide the total from all locations (provinces and territories) in Canada.

Reporting Instructions:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, subcontracted services)
  • Exclude: Revenue earned by foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.

Business Activity

Software Publishing:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Data Processing, Hosting and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Internet Publishing, Broadcasting and Web Search Portals:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Computer Systems Design and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Other :

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Total:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

E. Operating Revenue & Expenses

Reporting Instructions:

Please provide the dollar value for the revenue and expenses for the fiscal years indicated, only for the business activity selected in Section B.

If your company operates in  more than one location,  then please provide the total  from all locations (provinces and territories) in Canada.

Please report in Canadian dollars for your company’s Canadian operations.

Please do not report revenue and expenses unrelated to the business activity selected in Section B.             

Operating Revenue:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, and sub-contracted services).
  • Exclude: Revenue from foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.
    • Operating Revenue in 2009 (CAN$):
    • Operating Revenue in 2010 (CAN$):

Expenses:

Expenses for Employees:

  • Include: Wages, salaries, benefits and bonuses paid to full-time, part-time and temporary employees whose time was charged to the business activity selected in Section B
  • Exclude: Overhead expenses (e.g. wages, salaries and benefits  and bonuses of administrative staff, building occupancy costs, purchased services such as legal and accounting services).
    • Expenses for Employees in 2009 (CAN$):
    • Expenses for Employees in 2010 (CAN$):

Expenses for Contract Workers:

  • Include: Fees paid to contract workers for their work on the business activity selected in Section B.
    • Expenses for Contract Worker in 2009 (CAN$):
    • Expenses for Contract Worker in 2010 (CAN$):

Other Expenses:

  • Include: All other expenses incurred for work on the business activity selected in Section B (i.e. software, hardware, office expenses, travel and accommodation). 
  • Exclude: Overhead such as GST refunded by government, rent, utilities and insurance.
    • Other Expenses in 2009 (CAN$):
    • Other Expenses in 2010 (CAN$)

F. Personnel

Average number of paid employees during the reporting period for the business activity selected in Section B.

  • To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
  • Exclude: Partners, proprietors and non-salaried personnel.
    • Average number of paid employees in 2009:
    • Average number of paid employees in 2010:

Full-time employees during the reporting period for the business activity selected in Section B.

  • Include: Full-time employment consists of persons who usually work 30 hours or more per week.
  • To calculate the average number of full-time employees, add the number of full-time employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
    • Average number of paid employees who worked full-time in 2009:
    • Average number of paid employees who worked full-time in 2010:

G. Average Annual Percentage Change in Labour Rates

Average annual percentage change for salaries and wages paid to employees and fees paid to contract workers

For the fiscal year  indicated and the business activity selected in Section B, please complete the average annual percentage change for Salaries and wages paid to employees and fees paid to contract workers. Please follow the example below.

Example:  Your company has 3 employees who can charge their time to the activity selected in Section B.  Two of these employees received annual increases of 1% and 5%.  The third employee did not receive an increase (0%). The sum of the three wage rate changes (1%+5%+0%) is 6.0%. When you divide by the number of employees (+6% / 3 employees), the result is an average annual percentage changes in wage rates of 2.0%. 

If there is no change in the average annual percentage of salaries and wages and fees paid to contract workers, then write 0.

Salaries and wages rates:

  • Please report the average annual percentage change (+,-) in the salaries and wages paid to employees whose time is charged to the business activity  selected in Section B (for all provinces and territories).
  • Exclude: The salary or wage changes for general and administrative staff.
    • Salaries and Wages Rates in 2009 (%):
    • Salaries and Wages Rates in 2010 (%):

Fees paid to contract workers:

  • Please report the average annual percentage change (+,-) in the fees paid to contract workers whose time is charged to the business activity  selected in Section B (for all provinces and territories).
    • Fees Paid to Contract Workers in 2009 (%):
    • Fees Paid to Contract Workers in 2010 (%):

We welcome any suggestions that you may have for improving the Price Report for Informatics Professional Services.

  • Signature of Authorized Person:
  • Date Completed:

Name of authorized person to contact about this questionnaire (please print)

  • First Name of Authorized Person:
  • Last Name of Authorized Person:
  • Title of Authorized Person:
  • Telephone Number:
  • Extension:
  • Fax Number:
  • E-mail Address:

Time to complete questionnaire

How long did you spend collecting and reporting the information needed to complete this questionnaire?

Pre-filled questionnaire

In order to facilitate the completion of next year's questionnaire, we can provide you with a copy of the information you provided this year.  Do you authorize us to send a pre-filled questionnaire containing the information you provided this year?

Please check

  • Yes (Please send a pre-filled questionnaire next year)
  • No (Please send a blank questionnaire)

Date:

Signature:

Please make a copy of this completed questionnaire for your records and return the questionnaire in the enclosed envelope.

Thank you

Statistics Canada - Producer Prices Division

2009/2010

Purpose of this survey

This survey collects financial, wage and contractor fee information that is used to produce price indexes. These indexes measure change in prices for informatics professional services. You as the respondent will benefit from completing this questionnaire by now having the ability to benchmark your company against other companies in the same industry (in aggregate form only).

Statistics Canada uses this information to better measure the volume of activity in the computer services industry.  For the purpose of this survey, ‘Informatics Professional Services’ covers the following types of businesses: Software publishers; Data processing; Hosting and related services; Computer systems and related services; Internet publishing and broadcasting, and Web search.

Confidentiality

Your answers are confidential

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada. Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Record linkages

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

Your participation is important

Your participation is vital to ensure that the information collected in this survey is accurate and comprehensive. 

Fax or other electronic transmission disclosure

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

Return Procedures

Please return the completed questionnaire to Statistics Canada within 15 days of receipt by mail using the return envelope.  You can also fax it to us at 1-888-883-7999.

Lost the return envelope or need help? Call us at 1-877-604-7828 between 8:00am and 23:00pm Mountain Time or mail to:  Statistics Canada, Operations and Integration Division, 150 Tunney's Pasture Driveway, Ottawa, Ontario, K1A 0T6.

If necessary, please make address label corrections (please print)

  • Legal Name
  • Business Name
  • Title of Contact
  • First Name of Contact
  • Last Name of Contact
  • Address (number and street)
  • City
  • Province/ territory
  • Postal Code/Zip Code
  • Country
  • Language Preference
    • English
    • French

A. Introduction

Instructions:

Please use this page as a quick reference for definitions of the Business Activities listed on the next page (Section B). For more detail or assistance completing any of the other sections please refer to the reporting guide included with this questionnaire.

Software Publishing

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally is referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Examples: Packaged computer software publishing (including designing and developing), Packaged computer software, all formats, Packaged publishers games.

Data Processing, Hosting and Related Services

This Canadian industry includes establishments primarily engaged in providing hosting or data processing services. Hosting establishments may provide specialized hosting activities, such as web hosting, video and audio streaming services, application hosting, application services provisioning, or may provide general time-share mainframe facilities to clients. Data processing establishments may provide complete processing and preparation of reports from data supplied by the customer; specialized services, such as automated data entry; or they may make data processing resources available to clients on an hourly or time-sharing basis.

Examples: Application hosting, Automatic data processing, Computer input preparation services, Computer processing services, Computer time-sharing services, Data entry services, Data processing services, Disk and diskette conversion services, Input preparation services, Leasing of computer time, Microfilm recording and imaging services, Optical scanning data services, Rental of computer time, Computer service bureaus, Video and audio streaming services, Web hosting

Internet Publishing, Broadcasting and Web Search Portals

This Canadian industry includes establishments primarily engaged in publishing and/or broadcasting content on the Internet or operating web sites, known as web search portals, that use a search engine to generate and maintain extensive databases of Internet addresses and content in an easily searchable format. The Internet publishing and broadcasting establishments in this industry provide textual, audio, and/or video content of general or specific interest. These establishments do not provide traditional (non-Internet) versions of the content that they publish or broadcast. Establishments known as web search portals often provide additional Internet services, such as e-mail, connections to other web sites, auctions, news, and other limited content, and serve as a home base for Internet users.

Examples: Internet directory publishing; Internet book publishing; Internet broadcasting; Internet entertainment sites; Internet game sites; Internet newspaper publishing; Internet periodical publishing; Internet software publishing; Publishing, maps, street guides and atlases (exclusively on Internet); Technical books, publishing (exclusively on Internet); Web search portals.

Computer Systems Design and Related Services

This Canadian industry includes establishments primarily engaged in providing expertise in the field of information technologies through one or more activities, such as writing, modifying, testing and supporting software to meet the needs of a particular customer, including the creation of Internet home pages; planning and designing computer systems that integrate hardware, software and communication technologies; on-site management and operation of clients' computer and data processing facilities; providing advice in the field of information technologies; and other professional and technical computer-related services.

Examples: Computer consulting services, Disaster recovery services, Facilities management services, Hardware consulting services, Custom computer programs or systems software development; Custom computer software consulting services, programming services, systems analysis and design; Computer-aided design (CAD) systems services; Computer-aided engineering (CAE) systems services; Data processing facilities management services; Design and system analysis, computer services (software); Facilities management services, computer support services; Information management system design services; Internet page design services, custom; Local area network (LAN) systems integrators; Management information systems design consulting services; Office automation, computer systems integration;  Computer hardware requirements analysis; Software installation services; Custom software programming; Custom software systems analysis and design; Systems analysis and design, computer services (software); Systems engineering (system integration); Web page developing;

B. Business Activities

We have selected one business activity for your company:

Internet Publishing, Broadcasting and Web Search Portals

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Was your company engaged in the business activity in 2010 that is identified above?

  • Yes Please go to Section C and complete the questionnaire.
  • No If no, please select one of the business activities below that best represents your business and complete the questionnaire.

Note: Only if you did not perform the pre-selected activity at all in 2010, then please select the activity that represents your main business activity.

Descriptions and examples of the business activities are given in section A. For more details of the business activities please refer to the reporting guide included with this questionnaire.

  • Software Publishing
  • Data Processing, Hosting and Related Services
  • Internet Publishing, Broadcasting and Web Search Portals
  • Computer Systems Design and Related Services
  • Other - Please Specify:

C. Reporting Period

Please report information for your fiscal years in 2009 and 2010

2009:

  • Fiscal year end date (year/month/day):
  • Number of months:

2010:

  • Fiscal year end date (year/month/day):
  • Number of months:

D. Revenue Share

Please provide the dollar value for revenue received from each of the following business activities in 2009 and 2010 from all provinces. Please report in Canadian dollars for your company’s Canadian operations. Please see Section A. Descriptions of Business Activities for the details of each activity.

If your company operates in  more than one location  then please provide the total from all locations (provinces and territories) in Canada.

Reporting Instructions:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, subcontracted services)
  • Exclude: Revenue earned by foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.

Business Activity

Software Publishing:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Data Processing, Hosting and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Internet Publishing, Broadcasting and Web Search Portals:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Computer Systems Design and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Other :

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Total:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

E. Operating Revenue & Expenses

Reporting Instructions:

Please provide the dollar value for the revenue and expenses for the fiscal years indicated, only for the business activity selected in Section B.

If your company operates in  more than one location,  then please provide the total  from all locations (provinces and territories) in Canada.

Please report in Canadian dollars for your company’s Canadian operations.

Please do not report revenue and expenses unrelated to the business activity selected in Section B.             

Operating Revenue:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, and sub-contracted services).
  • Exclude: Revenue from foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.
    • Operating Revenue in 2009 (CAN$):
    • Operating Revenue in 2010 (CAN$):

Expenses:

Expenses for Employees:

  • Include: Wages, salaries, benefits and bonuses paid to full-time, part-time and temporary employees whose time was charged to the business activity selected in Section B
  • Exclude: Overhead expenses (e.g. wages, salaries and benefits  and bonuses of administrative staff, building occupancy costs, purchased services such as legal and accounting services).
    • Expenses for Employees in 2009 (CAN$):
    • Expenses for Employees in 2010 (CAN$):

Expenses for Contract Workers:

  • Include: Fees paid to contract workers for their work on the business activity selected in Section B.
    • Expenses for Contract Worker in 2009 (CAN$):
    • Expenses for Contract Worker in 2010 (CAN$):

Other Expenses:

  • Include: All other expenses incurred for work on the business activity selected in Section B (i.e. software, hardware, office expenses, travel and accommodation). 
  • Exclude: Overhead such as GST refunded by government, rent, utilities and insurance.
    • Other Expenses in 2009 (CAN$):
    • Other Expenses in 2010 (CAN$)

F. Personnel

Average number of paid employees during the reporting period for the business activity selected in Section B.

  • To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
  • Exclude: Partners, proprietors and non-salaried personnel.
    • Average number of paid employees in 2009:
    • Average number of paid employees in 2010:

Full-time employees during the reporting period for the business activity selected in Section B.

  • Include: Full-time employment consists of persons who usually work 30 hours or more per week.
  • To calculate the average number of full-time employees, add the number of full-time employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
    • Average number of paid employees who worked full-time in 2009:
    • Average number of paid employees who worked full-time in 2010:

G. Average Annual Percentage Change in Labour Rates

Average annual percentage change for salaries and wages paid to employees and fees paid to contract workers

For the fiscal year  indicated and the business activity selected in Section B, please complete the average annual percentage change for Salaries and wages paid to employees and fees paid to contract workers. Please follow the example below.

Example:  Your company has 3 employees who can charge their time to the activity selected in Section B.  Two of these employees received annual increases of 1% and 5%.  The third employee did not receive an increase (0%). The sum of the three wage rate changes (1%+5%+0%) is 6.0%. When you divide by the number of employees (+6% / 3 employees), the result is an average annual percentage changes in wage rates of 2.0%. 

If there is no change in the average annual percentage of salaries and wages and fees paid to contract workers, then write 0.

Salaries and wages rates:

  • Please report the average annual percentage change (+,-) in the salaries and wages paid to employees whose time is charged to the business activity  selected in Section B (for all provinces and territories).
  • Exclude: The salary or wage changes for general and administrative staff.
    • Salaries and Wages Rates in 2009 (%):
    • Salaries and Wages Rates in 2010 (%):

Fees paid to contract workers:

  • Please report the average annual percentage change (+,-) in the fees paid to contract workers whose time is charged to the business activity  selected in Section B (for all provinces and territories).
    • Fees Paid to Contract Workers in 2009 (%):
    • Fees Paid to Contract Workers in 2010 (%):

We welcome any suggestions that you may have for improving the Price Report for Informatics Professional Services.

  • Signature of Authorized Person:
  • Date Completed:

Name of authorized person to contact about this questionnaire (please print)

  • First Name of Authorized Person:
  • Last Name of Authorized Person:
  • Title of Authorized Person:
  • Telephone Number:
  • Extension:
  • Fax Number:
  • E-mail Address:

Time to complete questionnaire

How long did you spend collecting and reporting the information needed to complete this questionnaire?

Pre-filled questionnaire

In order to facilitate the completion of next year's questionnaire, we can provide you with a copy of the information you provided this year.  Do you authorize us to send a pre-filled questionnaire containing the information you provided this year?

Please check

  • Yes (Please send a pre-filled questionnaire next year)
  • No (Please send a blank questionnaire)

Date:

Signature:

Please make a copy of this completed questionnaire for your records and return the questionnaire in the enclosed envelope.

Thank you

Statistics Canada - Producer Prices Division

2009/2010

Purpose of this survey

This survey collects financial, wage and contractor fee information that is used to produce price indexes. These indexes measure change in prices for informatics professional services. You as the respondent will benefit from completing this questionnaire by now having the ability to benchmark your company against other companies in the same industry (in aggregate form only).

Statistics Canada uses this information to better measure the volume of activity in the computer services industry.  For the purpose of this survey, ‘Informatics Professional Services’ covers the following types of businesses: Software publishers; Data processing; Hosting and related services; Computer systems and related services; Internet publishing and broadcasting, and Web search.

Confidentiality

Your answers are confidential

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada. Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Record linkages

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

Your participation is important

Your participation is vital to ensure that the information collected in this survey is accurate and comprehensive. 

Fax or other electronic transmission disclosure

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

Return Procedures

Please return the completed questionnaire to Statistics Canada within 15 days of receipt by mail using the return envelope.  You can also fax it to us at 1-888-883-7999.

Lost the return envelope or need help? Call us at 1-877-604-7828 between 8:00am and 23:00pm Mountain Time or mail to:  Statistics Canada, Operations and Integration Division, 150 Tunney's Pasture Driveway, Ottawa, Ontario, K1A 0T6.

If necessary, please make address label corrections (please print)

  • Legal Name
  • Business Name
  • Title of Contact
  • First Name of Contact
  • Last Name of Contact
  • Address (number and street)
  • City
  • Province/ territory
  • Postal Code/Zip Code
  • Country
  • Language Preference
    • English
    • French

A. Introduction

Instructions:

Please use this page as a quick reference for definitions of the Business Activities listed on the next page (Section B). For more detail or assistance completing any of the other sections please refer to the reporting guide included with this questionnaire.

Software Publishing

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally is referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Examples: Packaged computer software publishing (including designing and developing), Packaged computer software, all formats, Packaged publishers games.

Data Processing, Hosting and Related Services

This Canadian industry includes establishments primarily engaged in providing hosting or data processing services. Hosting establishments may provide specialized hosting activities, such as web hosting, video and audio streaming services, application hosting, application services provisioning, or may provide general time-share mainframe facilities to clients. Data processing establishments may provide complete processing and preparation of reports from data supplied by the customer; specialized services, such as automated data entry; or they may make data processing resources available to clients on an hourly or time-sharing basis.

Examples: Application hosting, Automatic data processing, Computer input preparation services, Computer processing services, Computer time-sharing services, Data entry services, Data processing services, Disk and diskette conversion services, Input preparation services, Leasing of computer time, Microfilm recording and imaging services, Optical scanning data services, Rental of computer time, Computer service bureaus, Video and audio streaming services, Web hosting

Internet Publishing, Broadcasting and Web Search Portals

This Canadian industry includes establishments primarily engaged in publishing and/or broadcasting content on the Internet or operating web sites, known as web search portals, that use a search engine to generate and maintain extensive databases of Internet addresses and content in an easily searchable format. The Internet publishing and broadcasting establishments in this industry provide textual, audio, and/or video content of general or specific interest. These establishments do not provide traditional (non-Internet) versions of the content that they publish or broadcast. Establishments known as web search portals often provide additional Internet services, such as e-mail, connections to other web sites, auctions, news, and other limited content, and serve as a home base for Internet users.

Examples: Internet directory publishing; Internet book publishing; Internet broadcasting; Internet entertainment sites; Internet game sites; Internet newspaper publishing; Internet periodical publishing; Internet software publishing; Publishing, maps, street guides and atlases (exclusively on Internet); Technical books, publishing (exclusively on Internet); Web search portals.

Computer Systems Design and Related Services

This Canadian industry includes establishments primarily engaged in providing expertise in the field of information technologies through one or more activities, such as writing, modifying, testing and supporting software to meet the needs of a particular customer, including the creation of Internet home pages; planning and designing computer systems that integrate hardware, software and communication technologies; on-site management and operation of clients' computer and data processing facilities; providing advice in the field of information technologies; and other professional and technical computer-related services.

Examples: Computer consulting services, Disaster recovery services, Facilities management services, Hardware consulting services, Custom computer programs or systems software development; Custom computer software consulting services, programming services, systems analysis and design; Computer-aided design (CAD) systems services; Computer-aided engineering (CAE) systems services; Data processing facilities management services; Design and system analysis, computer services (software); Facilities management services, computer support services; Information management system design services; Internet page design services, custom; Local area network (LAN) systems integrators; Management information systems design consulting services; Office automation, computer systems integration;  Computer hardware requirements analysis; Software installation services; Custom software programming; Custom software systems analysis and design; Systems analysis and design, computer services (software); Systems engineering (system integration); Web page developing;

B. Business Activities

We have selected one business activity for your company:

Software Publishing

This Canadian industry includes establishments primarily engaged in publishing computer software, usually for multiple clients and generally referred to as packaged software. Establishments in this industry carry out operations necessary for producing and distributing computer software, such as designing, providing documentation, assisting in installation and providing support services to software purchasers. These establishments may design and publish, or publish only.

Was your company engaged in the business activity in 2010 that is identified above?

  • Yes Please go to Section C and complete the questionnaire.
  • No If no, please select one of the business activities below that best represents your business and complete the questionnaire.

Note: Only if you did not perform the pre-selected activity at all in 2010, then please select the activity that represents your main business activity.

Descriptions and examples of the business activities are given in section A. For more details of the business activities please refer to the reporting guide included with this questionnaire.

  • Software Publishing
  • Data Processing, Hosting and Related Services
  • Internet Publishing, Broadcasting and Web Search Portals
  • Computer Systems Design and Related Services
  • Other - Please Specify:

C. Reporting Period

Please report information for your fiscal years in 2009 and 2010

2009:

  • Fiscal year end date (year/month/day):
  • Number of months:

2010:

  • Fiscal year end date (year/month/day):
  • Number of months:

D. Revenue Share

Please provide the dollar value for revenue received from each of the following business activities in 2009 and 2010 from all provinces. Please report in Canadian dollars for your company’s Canadian operations. Please see Section A. Descriptions of Business Activities for the details of each activity.

If your company operates in  more than one location  then please provide the total from all locations (provinces and territories) in Canada.

Reporting Instructions:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, subcontracted services)
  • Exclude: Revenue earned by foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.

Business Activity

Software Publishing:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Data Processing, Hosting and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Internet Publishing, Broadcasting and Web Search Portals:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Computer Systems Design and Related Services:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Other :

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

Total:

  • Revenue in 2009 (CAN$):
  • Revenue in 2010 (CAN$):

E. Operating Revenue & Expenses

Reporting Instructions:

Please provide the dollar value for the revenue and expenses for the fiscal years indicated, only for the business activity selected in Section B.

If your company operates in  more than one location,  then please provide the total  from all locations (provinces and territories) in Canada.

Please report in Canadian dollars for your company’s Canadian operations.

Please do not report revenue and expenses unrelated to the business activity selected in Section B.             

Operating Revenue:

  • Include: Fees charged to clients for employees and contract workers and expenses (cost + mark-up) recovered from clients (e.g. hardware, software, travel and accommodations, and sub-contracted services).
  • Exclude: Revenue from foreign operations. Software sales unrelated to informatics professional services, GST and all other taxes collected for remittance to a government agency.
    • Operating Revenue in 2009 (CAN$):
    • Operating Revenue in 2010 (CAN$):

Expenses:

Expenses for Employees:

  • Include: Wages, salaries, benefits and bonuses paid to full-time, part-time and temporary employees whose time was charged to the business activity selected in Section B
  • Exclude: Overhead expenses (e.g. wages, salaries and benefits  and bonuses of administrative staff, building occupancy costs, purchased services such as legal and accounting services).
    • Expenses for Employees in 2009 (CAN$):
    • Expenses for Employees in 2010 (CAN$):

Expenses for Contract Workers:

  • Include: Fees paid to contract workers for their work on the business activity selected in Section B.
    • Expenses for Contract Worker in 2009 (CAN$):
    • Expenses for Contract Worker in 2010 (CAN$):

Other Expenses:

  • Include: All other expenses incurred for work on the business activity selected in Section B (i.e. software, hardware, office expenses, travel and accommodation). 
  • Exclude: Overhead such as GST refunded by government, rent, utilities and insurance.
    • Other Expenses in 2009 (CAN$):
    • Other Expenses in 2010 (CAN$)

F. Personnel

Average number of paid employees during the reporting period for the business activity selected in Section B.

  • To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
  • Exclude: Partners, proprietors and non-salaried personnel.
    • Average number of paid employees in 2009:
    • Average number of paid employees in 2010:

Full-time employees during the reporting period for the business activity selected in Section B.

  • Include: Full-time employment consists of persons who usually work 30 hours or more per week.
  • To calculate the average number of full-time employees, add the number of full-time employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
    • Average number of paid employees who worked full-time in 2009:
    • Average number of paid employees who worked full-time in 2010:

G. Average Annual Percentage Change in Labour Rates

Average annual percentage change for salaries and wages paid to employees and fees paid to contract workers

For the fiscal year  indicated and the business activity selected in Section B, please complete the average annual percentage change for Salaries and wages paid to employees and fees paid to contract workers. Please follow the example below.

Example:  Your company has 3 employees who can charge their time to the activity selected in Section B.  Two of these employees received annual increases of 1% and 5%.  The third employee did not receive an increase (0%). The sum of the three wage rate changes (1%+5%+0%) is 6.0%. When you divide by the number of employees (+6% / 3 employees), the result is an average annual percentage changes in wage rates of 2.0%. 

If there is no change in the average annual percentage of salaries and wages and fees paid to contract workers, then write 0.

Salaries and wages rates:

  • Please report the average annual percentage change (+,-) in the salaries and wages paid to employees whose time is charged to the business activity  selected in Section B (for all provinces and territories).
  • Exclude: The salary or wage changes for general and administrative staff.
    • Salaries and Wages Rates in 2009 (%):
    • Salaries and Wages Rates in 2010 (%):

Fees paid to contract workers:

  • Please report the average annual percentage change (+,-) in the fees paid to contract workers whose time is charged to the business activity  selected in Section B (for all provinces and territories).
    • Fees Paid to Contract Workers in 2009 (%):
    • Fees Paid to Contract Workers in 2010 (%):

We welcome any suggestions that you may have for improving the Price Report for Informatics Professional Services.

  • Signature of Authorized Person:
  • Date Completed:

Name of authorized person to contact about this questionnaire (please print)

  • First Name of Authorized Person:
  • Last Name of Authorized Person:
  • Title of Authorized Person:
  • Telephone Number:
  • Extension:
  • Fax Number:
  • E-mail Address:

Time to complete questionnaire

How long did you spend collecting and reporting the information needed to complete this questionnaire?

Pre-filled questionnaire

In order to facilitate the completion of next year's questionnaire, we can provide you with a copy of the information you provided this year.  Do you authorize us to send a pre-filled questionnaire containing the information you provided this year?

Please check

  • Yes (Please send a pre-filled questionnaire next year)
  • No (Please send a blank questionnaire)

Date:

Signature:

Please make a copy of this completed questionnaire for your records and return the questionnaire in the enclosed envelope.

Thank you

Balance of Payments Division

Definition of commercial services

Commercial services cover several services such as management, telecommunications, financial services, insurance, ommissions on trade, computer services, research and development, professional services, training, health services, audiovisual and cultural services. Payments and receipts for the authorised use of propriety rights such as patents, copyrights and industrial process and designs are also covered by the definition of commercial services.

Costs or revenues for transportation services (such as freight), travel expenses and fares, goods imported or exported, interest, or profits and losses should not be reported on this survey. Salaries paid to non-Canadian employees for whom you complete a T4 slip (Statement of remuneration paid) should not be reported on this survey.

For more details, please consult the “Definitions and reference numbers” section, on page 4 of the BP-21S questionnaire on International Transactions in Commercial Services.

The Canadian reporting entity

The Canadian reporting entity, as a statistical unit, is defined as the organisational unit of a business that directs and controls the allocation of resources relating to its domestic operations, and for which consolidated financial and balance sheet accounts are maintained from which international transactions, an international investment position and a consolidated financial position for the unit can be derived.
The Canadian reporting entity should provide a fully consolidated report including itself and all of its Canadian subsidiaries and associates.

Definitions of “Foreign related parties” and “Other foreign parties”

In this survey you are asked to report your transborder trade with foreign related parties and your transborder trade with other foreign (arm's length) parties.

Foreign related parties (or related entities) are entities in which investors have the ability to exercise significant influence by virtue of their investment. Foreign related parties include foreign parent companies, branches, subsidiaries and other related parties in which the parent owns at least 10% of the voting rights or is substantially controlled by the same shareholders (please refer to C.I.C.A. accounting standards).
A related entity is either the foreign parent, a foreign affiliate in which your enterprise owns or controlled at least 10% of the voting rights, or a foreign affiliate owned or controlled by your foreign parent but in which the Canadian reporting entity holds no interest or less than 10%.
Other foreign parties are all other foreign entities that can not be defined as related parties.

Service transactions to include or to exclude depending of the entities involved

Please include commercial service transactions conducted between the Canadian reporting entity (surveyed by this questionnaire) and all foreign parties, related or not.

Do not include transactions conducted between one of your foreign related parties and another foreign entity. For example, if your foreign affiliated entity purchases a service from an unrelated entity from another country, that transaction should not be included. Do not include transactions conducted between one of your foreign related parties and a Canadian unrelated party.

Transactions between your Canadian entity and another Canadian entity owned by foreign interests are to be excluded as well. However, you should report transactions when your entity purchases (or sells) commercial services from (to) your foreign parent or from (to) a foreign affiliated or associated entity.

Why your enterprise has been selected to receive this survey

Your enterprise has been selected to receive this survey because you have reported international trade in services in the past.
Your enterprise could also have been selected randomly to represent other enterprises from the same economic sector as yours.

This survey is not intended solely for enterprises from the service sector. Enterprises producing mainly goods could also have international transactions in commercial services. For example, they could pay royalties for the use of a technology.

How to report transactions

Report all the commercial service transactions by category of services (see the “Definitions and reference numbers” section on page 4 of the questionnaire for more details), by partner country, and by affiliation between the parties involved.

Amounts reported should be rounded in thousands of Canadian dollars. For example, an amount of C$ 5,234,568.00 should be reported as “5,235” on the questionnaire.  Amounts below C$ 500.00 are rounded to “0” and should, therefore, be omitted.

Allocate transactions to countries by using the country codes from the “yellow sheet” included with the questionnaire. If a country is not included on the list, write the name of the country instead.

When actual amounts are not available, please estimate your service expenses and revenues. Specify, in the “Comments” section of the appropriate schedule (A and/or B), that amounts are estimated.

If you are not sure if a transaction has to be reported or not in this survey, you could report the amount at line 32 and provide a description in the “Comments” section of the appropriate schedule (A and/or B).

If, after reading the definitions, your enterprise has no transaction of commercial services then report “0” at line 33 on both schedules A and B, sign the form and return it to Statistics Canada.

Example:

An enterprise is providing commercial services to three foreign clients:

  1. It charges C$50,000.00 to a first subsidiary unit located in the United States for computer system development services
  2. It charges C$100,000.00 to a second subsidiary unit located in the United States for computer system development services
  3. It charges C$60,000.00 to an unaffiliated company located in the United Kingdom for financial advisory services

The enterprise must report these transactions on page 2 (Schedule A), since it is exporting commercial services.

The country code “USA” is entered at the top of the first column, and the country code “GBR” is entered at the top of the second column.

The revenues from the clients located in United States will be reported on line 5 “Computer services”. The two clients located in United States are affiliated, so both transactions are summed and “150” is reported in the left cell of the first column on line 5, under “to related entities”.

The revenues from the client located in United Kingdom will be reported on line 4, “Financial services other than insurance”. The client located in United Kingdom is not affiliated, so “60” is reported in the right cell of the second column on line 4, under “to other entities”.

Commodity line totals for related and other transactions are reported in the last column to the right, transactions with related entities are summed up in the left cell and transactions with other entities are summed in the right cell. Country total for related and other transactions are reported on line 33. Finally, total revenues on exports for related and other transactions are reported in the two cells at the bottom right of the table (last column to the right, line 33).

Schedule A - Exports of commercial services, 2008

For your operations in Canada, please report the value of services sold to customers abroad (revenues earned) during 2008 (or your nearest fiscal year)

Please report net of Withholding Tax, and in Thousands of $ Canadian

Schedule A - Exports of commercial services, 2008
Services (see definitions on page 4) Includes transactions concluded over the internet Ref. No. Country Country Country Total revenues on exports
Please enter country code from yellow sheet. Eg: JPN for Japan
USA GBR  
to foreign related parties to other foreign parties to foreign related parties to other foreign parties to foreign related parties to other foreign parties to foreign related parties to foreign related parties
Cdn. $'000
Telecommunications and related services 1                
Construction services 2                
Insurance claims received from non-resident insurers 3                
Financial services other than insurance 4       60       60
Other computer services 5 150           150  
Other. Please specify in the Comments section below 32                
Total revenues 33 150     60     150 60

Notes

1. This guide is also valid for the questionnaire BP-17 (International Transactions between insurance brokers in Canada and their foreign affiliates, agents, and other companies or persons outside Canada)

Producer Prices Division

This page is for information purposes only and is not a functional form.

Confidential when completed

This information is collected under the authority of the Statistics Act, Revised Statues of Canada, 1985, Chapter S19.

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

Please correct the pre-printed information, if necessary, using the boxes below:

Legal Name:
Business Name:
Contact Name:
Address:
City:
Province / State:
Postal Code:
Country:

Purpose of this survey

This survey collects financial and wage information that is used to produce price indexes. These indexes measure change in prices for engineering services. Businesses use these indexes to evaluate their performance, to track costs, and to index long-term contracts. Statistics Canada uses them to better measure the volume of activity in the engineering industry. The results of this survey are published in the Construction Price Statistics (Cat No. 62-007) on the STC Internet site.

Fax or other electronic transmission disclosure

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

Record Linkages

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

Confidentiality

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

Return Procedures

We ask that you complete and return this questionnaire within 30 days of receipt to:

  • Statistics Canada
    Producer Prices Division

    10th Floor, Jean Talon Bldg
    Ottawa, Ontario K1A 0T6

Need Help?

If you require assistance in completing this questionnaire or expect delays in returning the survey, please contact:

A. Reporting Period

Please report information for your fiscal year ending between January 1 and December 31 for the years xxxx & xxxx

This report covers:

No. of months:
Ending mm/dd:

B. Main Business Activity

In the fiscal year reported in Section A, were sales of engineering services the main source of operating revenue for your firm?

B.1 If yes, please continue to Section C.
B.2 If no - please describe the nature of your firm's main business activity and return this questionnaire in the envelope provided.

C. Instructions for Steps 1, 2, 3

For the Fiscal Year indicated, please report your project-related revenues, expenses and wage changes in the appropriate table on page 3.

  • Geography: please report for activity contracted or primarily performed at all locations in Canada by your company, not the location of the project, except for Foreign clients.

    For Foreign clients, the last category "Foreign includes all types of projects undertaken by your company for foreign clients.

    Type of Engineering Project: please report for activity based on the type of engineering project. Please see E. Reference Guide for Engineering Specializations, last page.

D. Definitions for Steps 1, 2, 3

Definition for Step 1: Project-related Revenue

Project-related revenue (in Canadian dollars) from sales of engineering services.

Include:

  • Fees charged to clients for employees and contract workers for their work on engineering projects.
  • Other project-related expenses (cost+mark-up) recovered from clients (e.g. subcontracted services, travel and accommodation).

Exclude:

  • Revenue earned by your subsidiaries or foreign branches.
  • GST and all other taxes collected for remittance to a government agency.

Definition for Step 2: Project-related Expenses

Project-related expenses (in Canadian dollars) incurred for work on engineering projects.

Include:

  • Direct project-related expenses reimbursed and non-reimbursed by clients.

Exclude:

  • All overhead expenses (e.g. wages and benefits of non-chargeable administrative staff, building occupancy costs, purchased services such as legal and accounting services).
  • GST refunded by government.

Definition for Step 3: Average of Annual % Changes in Salaries and Wage Rates

Please report your firm's overall average of annual percentage changes (+,-, 0) in salaries or wages.

Include:

  • Salaries or wages paid to employees and contract workers whose time was charged to engineering projects.

Exclude:

  • The salary or wage changes for general and administrative staff.

Example: Your company has 3 employees who can charge their time to engineering projects. Two of these employees received annual increases of 1% and 5%. The third employee did not get an increase (0%).

The sum of the three wage rate changes (1%+5%+0%) is 6.0%

When you divide by the number of employees (+6% / 3 employees), the result is an average of annual % changes in wage rates of 2.0%.

Average of Annual Percentage Changes in Salaries and Wage Rates
For your fiscal year ending: <Year>
Type of Engineering Project
Note: The last category "Foreign includes all types of projects undertaken by your company for foreign clients.
Code Step 1 Step 2
Project-related revenues Project-related expenses
Buildings 21 $ $
Transportation 34 $ $
Municipal Services 56 $ $
Environmental Services 7 $ $
Mining, Metallurgy, and Primary Metals 8 $ $
Pulp and Paper 9 $ $
Oil, Petroleum and Natural Gas 10 $ $
Power Generation and Transmission 11 $ $
Other Industrial Services 12 $ $
Other Engineering Services 13 $ $
Foreign 70 $ $
  Total $
Please report the overall average of annual percentage changes (+,-, 0) in the salaries or wages paid to employees and contract workers whose time was charged to engineering projects. Step 3 Exclude the salary or wage changes for general and administrative staff.
%

E. Reference Guide for Engineering Specializations

21. Buildings
Structural, mechanical and electrical engineering for the construction, repair or renovation of commercial, public, institutional and residential buildings; building science

34. Transportation
Construction or repair of structures for air, rail, water, or land transportation-related studies and planning. Note: please report shipbuilding and aerospace projects under Other Engineering Projects

56. Municipal Services
Water supply and treatment storm water control; sewage treatment, waste disposal; urban/regional planning and development; construction of municipal facilities (community facilities, lights, parking, etc.)

7. Other Environmental Services
Environmental monitoring and impact assessment studies; development of standards for environmental protection; pollution control and hazardous or dangerous waste management; meteorology; oceanography; permafrost engineering

8. Mining, Metallurgy and Primary Metals
Exploration, extraction and processing of metallic and non-metallic minerals

9. Pulp & Paper
Forest management; extraction and processing of forest resources

10. Oil, Petroleum & Natural Gas
Exploration, extraction, processing and distribution of oil and gas resources

11. Power Generation & Transmission
Power generation and transmission; studies in energy use or conservation and in the use of alternative energy sources

12. Other Industrial
Construction, renovation or repair of industrial plants and buildings; development of manufacturing processes and products; communications computer technology, electronics and materials handling

13. Other Engineering Services
All other engineering projects not included in the previous categories. Examples include agriculture and rural development, fisheries, shipbuilding, aerospace, engineering, surveying, geology, and geophysics and construction

70. Foreign
All types of engineering projects undertaken by your Canadian offices for foreign clients

F. Comments (If more space is required, please attach a separate sheet.)

We welcome any suggestions that you may have for improving our survey of prices for consulting engineering services.
We would appreciate your comments on the following topics:

  • Questionnaire content
  • Appropriateness of terminology
  • Comprehension of questions (e.g. through definitions, instructions, examples, etc.)
  • Layout of the questionnaire
  • Timing of receipt of questionnaire
  • Nature of your firm's main business activity

G. Certification (I certify that the information contained herein is complete and correct to the best of my knowledge.)

Signature of authorized person:
Date completed:

Name of person to contact for further information (please print)

First Name:
Last Name:
Title:
Telephone No.:
Extension:
Fax No.:
E-mail address:

Reporting Month

Please indicate the month in which we should mail your questionnaire next year.

How long did you spend collecting and reporting the information needed to complete this questionnaire?


Please return this questionnaire in the envelope provided.

Please make a copy of this completed questionnaire for your records.

Thank you for your cooperation

Producer Prices Division

This page is for information purposes only and is not a functional form.

Confidential when completed

This information is collected under the authority of the Statistics Act, Revised Statues of Canada, 1985, Chapter S19.

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

Please correct the pre-printed information, if necessary, using the boxes below:

Legal Name:
Business Name:
Contact Name:
Address:
City:
Province / State:
Postal Code:
Country:

Purpose of this survey

This survey collects financial and wage information that is used to produce price indexes. These indexes measure change in prices for engineering services. Businesses use these indexes to evaluate their performance, to track costs, and to index long-term contracts. Statistics Canada uses them to better measure the volume of activity in the engineering industry. The results of this survey are published in the Construction Price Statistics (Cat No. 62-007) on the STC Internet site (www.statcan.gc.ca).

Fax or other electronic transmission disclosure

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

Record Linkages

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

Confidentiality

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization, unless consent has been given by the respondent or as permitted by the Statistics Act. The confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

Information from this survey will be used for statistical purposes only and will be published in aggregate form only.

Return Procedures

We ask that you complete and return this questionnaire within 30 days of receipt to:

  • Statistics Canada
    Producer Prices Division

    10th Floor, Jean Talon Bldg
    Ottawa, Ontario K1A 0T6

Need Help?

If you require assistance in completing this questionnaire or expect delays in returning the survey, please contact:

A. Reporting Period

Please report information for your fiscal year ending between January 1 and December 31 for the years xxxx & xxxx

This report covers:

No. of months:
Ending mm/dd:

B. Main Business Activity

In the fiscal year reported in Section A, were sales of engineering services the main source of operating revenue for your firm?

B.1 If yes, please continue to Section C.
B.2 If no - please describe the nature of your firm's main business activity and return this questionnaire in the envelope provided.

C. Instructions for Steps 1, 2, 3

For the Fiscal Year indicated, please report your project-related revenues, expenses and wage changes in the appropriate table on page 3.

  • Geography: please report for activity contracted or primarily performed at all locations in Canada by your company, not the location of the project, except for Foreign clients.

    For Foreign clients, the last category "Foreign includes all types of projects undertaken by your company for foreign clients.

    Type of Engineering Project: please report for activity based on the type of engineering project. Please see E. Reference Guide for Engineering Specializations, last page.

D. Definitions for Steps 1, 2, 3

Definition for Step 1: Project-related Revenue

Project-related revenue (in Canadian dollars) from sales of engineering services.

Include:

  • Fees charged to clients for employees and contract workers for their work on engineering projects.
  • Other project-related expenses (cost+mark-up) recovered from clients (e.g. subcontracted services, travel and accommodation).

Exclude:

  • Revenue earned by your subsidiaries or foreign branches.
  • GST and all other taxes collected for remittance to a government agency.

Definition for Step 2: Project-related Expenses

Project-related expenses (in Canadian dollars) incurred for work on engineering projects.

Include:

  • Direct project-related expenses reimbursed and non-reimbursed by clients.

Exclude:

  • All overhead expenses (e.g. wages and benefits of non-chargeable administrative staff, building occupancy costs, purchased services such as legal and accounting services).
  • GST refunded by government.

Definition for Step 3: Average of Annual % Changes in Salaries and Wage Rates

Please report your firm's overall average of annual percentage changes (+,-, 0) in salaries or wages.

Include:

  • Salaries or wages paid to employees and contract workers whose time was charged to engineering projects.

Exclude:

  • The salary or wage changes for general and administrative staff.

Example: Your company has 3 employees who can charge their time to engineering projects. Two of these employees received annual increases of 1% and 5%. The third employee did not get an increase (0%).

The sum of the three wage rate changes (1%+5%+0%) is 6.0%

When you divide by the number of employees (+6% / 3 employees), the result is an average of annual % changes in wage rates of 2.0%.

Average of Annual Percentage Changes in Salaries and Wage Rates
For your fiscal year ending: <Year>
Type of Engineering Project
Note: The last category "Foreign includes all types of projects undertaken by your company for foreign clients.
Code Step 1 Step 2
Project-related revenues Project-related expenses
Buildings 21 $ $
Transportation 34 $ $
Municipal Services 56 $ $
Environmental Services 7 $ $
Mining, Metallurgy, and Primary Metals 8 $ $
Pulp and Paper 9 $ $
Oil, Petroleum and Natural Gas 10 $ $
Power Generation and Transmission 11 $ $
Other Industrial Services 12 $ $
Other Engineering Services 13 $ $
Foreign 70 $ $
  Total $
Please report the overall average of annual percentage changes (+,-, 0) in the salaries or wages paid to employees and contract workers whose time was charged to engineering projects. Step 3 Exclude the salary or wage changes for general and administrative staff.
%

E. Reference Guide for Engineering Specializations

21. Buildings
Structural, mechanical and electrical engineering for the construction, repair or renovation of commercial, public, institutional and residential buildings; building science

34. Transportation
Construction or repair of structures for air, rail, water, or land transportation-related studies and planning. Note: please report shipbuilding and aerospace projects under Other Engineering Projects

56. Municipal Services
Water supply and treatment storm water control; sewage treatment, waste disposal; urban/regional planning and development; construction of municipal facilities (community facilities, lights, parking, etc.)

7. Other Environmental Services
Environmental monitoring and impact assessment studies; development of standards for environmental protection; pollution control and hazardous or dangerous waste management; meteorology; oceanography; permafrost engineering

8. Mining, Metallurgy and Primary Metals
Exploration, extraction and processing of metallic and non-metallic minerals

9. Pulp & Paper
Forest management; extraction and processing of forest resources

10. Oil, Petroleum & Natural Gas
Exploration, extraction, processing and distribution of oil and gas resources

11. Power Generation & Transmission
Power generation and transmission; studies in energy use or conservation and in the use of alternative energy sources

12. Other Industrial
Construction, renovation or repair of industrial plants and buildings; development of manufacturing processes and products; communications computer technology, electronics and materials handling

13. Other Engineering Services
All other engineering projects not included in the previous categories. Examples include agriculture and rural development, fisheries, shipbuilding, aerospace, engineering, surveying, geology, and geophysics and construction

70. Foreign
All types of engineering projects undertaken by your Canadian offices for foreign clients

F. Comments (If more space is required, please attach a separate sheet.)

We welcome any suggestions that you may have for improving our survey of prices for consulting engineering services.
We would appreciate your comments on the following topics:

  • Questionnaire content
  • Appropriateness of terminology
  • Comprehension of questions (e.g. through definitions, instructions, examples, etc.)
  • Layout of the questionnaire
  • Timing of receipt of questionnaire
  • Nature of your firm's main business activity

G. Certification (I certify that the information contained herein is complete and correct to the best of my knowledge.)

Signature of authorized person:
Date completed:

Name of person to contact for further information (please print)

First Name:
Last Name:
Title:
Telephone No.:
Extension:
Fax No.:
E-mail address:

Reporting Month

Please indicate the month in which we should mail your questionnaire next year.

How long did you spend collecting and reporting the information needed to complete this questionnaire?


Please return this questionnaire in the envelope provided.

Please make a copy of this completed questionnaire for your records.

Thank you for your cooperation

Business Special Surveys and Technology Statistics Division

Confidential when completed

Si vous préférez ce questionnaire en français, veuillez appeler au 1-800-565-1685.

Please correct information as required.

  • Company name
  • Contact person
    • First name
    • Last name
    • Title of contact person
    • Address (number and street)
    • City
    • Province/Territory
    • Postal code

Please report for all of your operations in Canada.

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

Statistics Canada is undertaking this survey to provide statistical information on the use and management of Intellectual Property (IP*) by Canadian enterprises. Patents, copyrights, trade-marks and other IP instruments are important marketplace frameworks that impact on the Canadian economy. The information compiled by this survey will be used by the Canadian government to better understand the impacts of patents, copyrights, trade-marks and other IP protection on industry efforts to become more productive and innovative.

Confidentiality

Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business or organisation. Confidentiality provisions of the Statistics Act are not affected by either the Access to Information Act or any other legislation. Therefore, for example, the Canada Revenue Agency cannot access identifiable survey records from Statistics Canada.

Reporting period and coverage

The questionnaire should be completed for the calendar year 2010. Financial information should be for the fiscal year ending between April 1, 2010 and March 31, 2011. Please report all currency amounts in thousands of Canadian dollars.

Data linkages

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

Return of questionnaire

Please return the completed questionnaire to Statistics Canada within 30 days of receipt by mail, using the enclosed envelope or you can send it by fax at 1-888-883-7999.

Fax or other electronic transmission disclosure

Statistics Canada advises you that there could be a risk of disclosure during facsimile or other electronic transmission. However, upon receipt, Statistics Canada will provide the guaranteed level of protection afforded.

Appreciation

Canada owes the success of its statistical system to a long-standing co-operation involving Statistics Canada, the citizens of Canada, its businesses, governments and other institutions. Accurate and timely statistical information could not be produced without their continued co-operation and goodwill.

Who should complete this questionnaire?

Authorised representatives of the enterprise such as senior managers with a thorough knowledge of its intellectual property management.

Please consult the glossary if necessary at the end of the questionnaire.

For additional information, please call us toll free at 1-800-565-1685.

For this survey, please report for all of your operations in Canada for 2010.

All items marked with an asterisk (*) can be found in the glossary at the end of the questionnaire.

Section 1 – Enterprise Structure

This section asks about the ownership and organisation of your enterprise.

1. Is your Canadian enterprise* a subsidiary or branch of another enterprise?

  • Yes
  • No (Go to question 3)

2. Where is your enterprise's head office* located? Check only one.

  • Canada
  • United States
  • Europe
  • Asia Pacific
  • Other (please specify)

3. Does your Canadian enterprise have subsidiaries*?

  • Yes
  • No (Go to question 5)

4. Where are they located? Check all that apply.

  • Canada
  • United States
  • Europe
  • Asia Pacific
  • Other (please specify)

Section 2 – Enterprise Activity

This section asks about software, goods, services and creative works*, which your enterprise produces.

5. In 2010, did your enterprise earn operating revenue from sales of software products?

Exclude: Pre-packaged software products and applications (apps).

  • Yes
  • No

6. In 2010, did your enterprise earn operating revenue from sales of goods?

Include: Devices, Medications, Chemicals, Energy, Vehicles, Specialized equipment, Pre-packaged software, and other tangible goods.

Exclude: Music, Audio or film recordings, Software (other than pre-packaged), Publications, Other creative works, other intangible works.

  • Yes
  • No

7. In 2010, did your enterprise earn operating revenue from sales of services?

Include: Designs, Management, Monitoring, Technical advice, Plans, Consulting, Formulas, Repair and/or maintenance.

Exclude: Promotion of music, audio or film recordings, Consulting services for music, Audio or film recordings, Other services for creative works.

  • Yes
  • No

8. In 2010, did your enterprise earn operating revenue from sales or promotion of creative works created for the market or for a client?

Include: TV shows, Compilations, Interactive digital media, Publications, Music scores, Music lyrics, Music publications, Audio-visual works, Voice performance for animation, Magazines, Paintings, Commercials, Films, Websites, Webpages, Apps.

  • Yes
  • No

9. Thinking about your most important product or product-line* (i.e., software, goods, services or creative works) how many direct competitors* does your enterprise have in Canada?

  • 0
  • 1 to 3
  • 4 to 6
  • 7 to 10
  • More than 10
  • Don't know

10. Thinking about your most important product or product-line, does your enterprise sell high end and low end versions of similar software, goods, services or creative works at different prices in Canada?

  • Yes
  • No

Section 3 – Patents*

This section asks about your patent activities.

11. As of December 2010, did your Canadian enterprise hold or use issued patents…

A patent can fit into more than one category. Report one (1) patent for multiple registrations.

  • …applied for by your enterprise
    • Yes
    • No
    • Total number
  • …originated with founders or predecessors
    • Yes
    • No
    • Total number
  • …licensed* to others
    • Yes
    • No
    • Total number
  • … purchased directly by your enterprise (excluding mergers and acquisitions)
    • Yes
    • No
    • Total number
  • … obtained through mergers* & acquisitions*
    • Yes
    • No
    • Total number
  • … obtained via strategic alliance* or partnerships
    • Yes
    • No
    • Total number
  • … that were cross-licensed*
    • Yes
    • No
  • …owned by your foreign head office
    • Yes
    • No
  • … accessed through patent pools*
    • Yes
    • No

If 'No' to ALL options (i.e. 0 patents), Go to question 21.

12. In 2010, please report the number of patenting activities by your Canadian enterprise.

  • New Patent applications
    • With the Canadian Intellectual Property Office (CIPO)
    • With the United States Patent and Trade-mark Office (USPTO)
    • With patent offices in other countries
  • Patents issued
    • With the Canadian Intellectual Property Office (CIPO)
    • With the United States Patent and Trade-mark Office (USPTO)
    • With patent offices in other countries

13. Please list the patent numbers that were most important to your enterprise in 2010.

Please report multiple registrations for the same patent on the same line.

  • Patent 1
    • Canada: CIPO Patent number
    • United States: USPTO Patent number
    • Patent offices in other countries
      1. Yes
      2. No
  • Patent 2
    • Canada: CIPO Patent number
    • United States: USPTO Patent number
    • Patent offices in other countries
      1. Yes
      2. No
  • Patent 3
    • Canada: CIPO Patent number
    • United States: USPTO Patent number
    • Patent offices in other countries
      1. Yes
      2. No
  • Patent 4
    • Canada: CIPO Patent number
    • United States: USPTO Patent number
    • Patent offices in other countries
      1. Yes
      2. No
  • Patent 5
    • Canada: CIPO Patent number
    • United States: USPTO Patent number
    • Patent offices in other countries
      1. Yes
      2. No

14. In 2010, did your Canadian enterprise sell any patents to other enterprises or organizations? (excluding establishments and companies within your own enterprise)

  • Yes
  • No (Go to question 16)

15. As a result, did the book value* of your Canadian enterprise:

  • Increase
  • Decrease
  • Stay the same
  • Don't know

16. In 2010, did your Canadian enterprise buy any patents from other enterprises or organizations? (excluding establishments and companies within your own enterprise)

  • Yes
  • No (Go to question 18)

17. As a result, did the book value of your Canadian enterprise:

  • Increase
  • Decrease
  • Stay the same
  • Don't know

18. In 2010, were any of your patents infringed*?

  • Yes
  • No (Go to question 20)
  • Don't know (Go to question 20)

19. How many infringements were there in 2010?

  • Number of infringements
  • Don't know

20. In 2010, in which of the following patent enforcement activities did your Canadian enterprise engage? Check all that apply.

  • No active patent enforcements in 2010
  • Monitoring for potential patent infringement*
  • Legal actions to enforce patents
  • Oppositions* to an intellectual property office with respect to patents
  • Enforcement undertaken by your enterprise's foreign parent

21. As of December 2010, how many of your patents had expired or were allowed to expire?

  • No Patents held or used
  • 0
  • 1 to 3
  • 4 to 6
  • 7 to 10
  • More than 10
  • Don't know

Section 4 - Copyrights*

This section asks about your copyright activities.

22. As of December 2010, did your Canadian enterprise hold or use any copyrights?

Include: Registered* and unregistered copyrights and copyrights licensed to and from others.

  • Yes: How many copyrights as of December 2010?
    • 1 to 99
    • 100 to 999
    • 1000 or more
    • Don't know
  • No (Go to question 30)

23. In 2010, how many copyrights were licensed TO others? (excluding establishments and companies within your own enterprise)

  • 1 to 10
  • 11 to 99
  • 100 to 999
  • 1000 or more
  • No copyrights licensed to others in 2010
  • Don't know

24. In 2010, how many copyrights were licensed FROM others? (excluding establishments and companies within your own enterprise)

  • 1 to 10
  • 11 to 99
  • 100 to 999
  • 1000 or more
  • No copyrights licensed from others in 2010
  • Don't know

25. In 2010, did your Canadian enterprise register any copyrights?

  • Yes
  • No (Go to question 27)

26. Please indicate the number of copyrights registered by your Canadian enterprise in 2010 with the following entities:
Please enter 0 if none.

  • The Canadian Intellectual Property Office (CIPO)
  • United States Copyright Office
  • Copyright offices in other countries

27. In 2010, were there any known unauthorised uses of your copyrights (e.g. piracy*)?

  • Yes
  • No (Go to question 29)
  • Don't know (Go to question 29)

28. How many known unauthorised uses were there in 2010?

  • Number of unauthorised uses
  • Don't know

29. In 2010, in which of the following copyright enforcement activities did your Canadian enterprise engage?
Check all that apply.

  • No active copyright enforcements in 2010
  • Monitoring for potential copyright infringement*
  • Legal actions to enforce copyrights
  • Enforcement undertaken by your enterprise's foreign parent

Section 5 - Trade-marks

This section asks about your trade-marks activities.

30. As of December 2010, did your Canadian enterprise hold or use any trade-marks?

Include: Both registered and unregistered trade-marks, enterprise and all company names (if trade-marked) and enterprise logos and product logos (if trade-marked).

Exclude: Domain names.

  • Yes
    • How many total trade-marks as of December 2010?
  • No (Go to question 37)

31. How many of these trade-marks ... A trade-mark can fit into more than one category. Please enter 0 if none.

  • …reflect the entire Canadian enterprise? (e.g. company name or logo)?
  • …are specific to software, goods, services or creative works?
  • … are specific to new technologies?
  • … are specific to new processes?

32. In which of the following ways were the trade-marks acquired? Check all that apply.

  • Created and used by the enterprise
  • Through Registration with a trade-mark office
  • Through the direct purchase From another enterprise
  • Indirectly through the purchase Of another enterprise
  • Through licensing or franchising agreements
  • Don't know
  • Other (please specify)

33. In 2010, please report activities for trade-marks by your Canadian enterprise: Please enter 0 if none.

  • Number of Trade-mark registrations
    • With the Canadian Intellectual Property Office (CIPO)
    • With the United States Patent and Trade-mark Office (USPTO)
    • With Trademark offices in other countries
  • Number of Trade-mark renewals
    • With the Canadian Intellectual Property Office (CIPO)
    • With the United States Patent and Trade-mark Office (USPTO)
    • With Trademark offices in other countries

34. In 2010, were any of your trade-marks infringed (e.g. counterfeiting*)?

  • Yes
  • No (Go to question 36)
  • Don't know (Go to question 36)

35. How many infringements in 2010?

  • Number of infringements in 2010
  • Don't know

36. In 2010, in which of the following enforcement activities did your Canadian enterprise engage? Check all that apply.

  • No active trade-marks enforcements in 2010
  • Monitoring for potential trade-marks infringement*
  • Legal actions to enforce trade-marks
  • Oppositions to an intellectual property office with respect to trade-marks
  • Enforcement undertaken by your enterprise's foreign parent

Section 6 - Other forms of protection and management of intellectual property

This section asks about other aspects of your intellectual property (IP).

37. In 2010, did your Canadian enterprise hold or use: Check all that apply.

  • Industrial designs*
  • Clinical trial data protection*
  • Domain names (websites)*
  • Trade secrets* to protect your Intellectual Property*
  • Non-disclosure agreements*
  • Open source*
  • Any other type of Intellectual Property (please specify)
  • None of the above

38. In 2010, where were business decisions regarding Intellectual Property managed? Check only one.

  • In Canada
  • Outside Canada
  • Both in and outside Canada
  • No decisions required on intellectual property (Go to question 40)

39. In 2010, which of the following types of services did your enterprise employ in managing Intellectual Property? Check all that apply.

  • Legal service or counsel
    • Yes
      1. Internal
      2. External (contracted out)
    • No
  • Patent agent* or Trade-mark agent*
    • Yes
      1. Internal
      2. External (contracted out)
    • No
  • Other service provider
    • Yes, please specify
      1. Internal
      2. External (contracted out)
    • No

Section 7 - Revenue and expenses

For these questions, please report in thousands of Canadian dollars for your fiscal year ending between April 1, 2010 and March 31, 2011.

Revenue

The next questions ask about your enterprise's operating revenue* in fiscal year 2010.
Please enter 0 if no revenue.

40. In 2010, what was the total operating revenue of your Canadian enterprise?

  • Total operating revenue
  • If '0' Go to question 42.

41. In 2010, estimate the percentage of this operating revenue that came from the following geographic markets:

  • Canada %
  • United States %
  • Europe %
  • Asia Pacific %
  • Rest of world %
  • Total 100%

42. In 2010, did your enterprise earn revenue from goods, services or creative works protected by patents (regardless of overlapping IP rights)?

  • Yes
    • In Canada
    • Outside Canada
    • Both in and outside Canada
  • No

43. In 2010, did your enterprise earn revenue from goods, services or creative works protected by copyrights (regardless of overlapping IP rights)?

  • Yes
    • In Canada
    • Outside Canada
    • Both in and outside Canada
  • No

44. In 2010, did your enterprise earn revenue from goods, services or creative works protected by product-specific trade-marks (regardless of overlapping IP rights)?

  • Yes
    • In Canada
    • Outside Canada
    • Both in and outside Canada
  • No

45. In 2010, did your Canadian enterprise earn any revenue from royalties* or licensing fees? (excluding establishments and companies within your enterprise)

  • Yes
  • No (Go to question 48)

46. In 2010, please report the amounts of these royalties and licensing fees received from … (excluding establishments and companies within your enterprise). Indicate '0' if no amount received.

  • Patents
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Industrial designs
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Trade-marks
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Copyright works (except software)
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Pre-packaged software
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Other software (customized)
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Other intellectual property rights (please specify)
    • In Canada ('000 $)
    • Outside Canada ('000 $)

47. How were these royalties and licensing fees received? Check all that apply.

  • Running royalties*
  • Milestones payments*
  • One-time licenses*
  • Pay-per-play* (e.g. SOCAN, BMI, ASCAP)
  • Don't know
  • Other (please specify)

Expenses

The next questions ask about your enterprise's operating expenses in fiscal year 2010.
Please enter '0' if no expenses.

48. In 2010, what were your enterprise's operating expenses for the management and maintenance of intellectual property?

  • Salaries and wages for managing and maintaining Intellectual Property $
  • Direct fee payments to intellectual property offices (e.g. CIPO, USPTO, US Copyright Office) $
  • Legal services to manage IP (excluding salaries & wages) $
  • Administrative fees paid to copyright collectives $
  • Expenses to comply with IP-related government regulations (e.g. health and agriculture) $
  • Other expenses to manage and maintain intellectual property
    • (please specify) $

49. In 2010, did your enterprise make any payments for royalties or licensing fees?
(excluding establishments and companies within your enterprise).

  • Yes
  • No (Go to question 51)

50. In 2010, please report the amounts of these royalties and licensing fees paid for ... (excluding establishments and companies within your enterprise)... Indicate '0' if no amount paid.

  • Patents
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Industrial designs
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Trade-marks
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Copyright works (except software)
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Pre-packaged software
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Other software (customized)
    • In Canada ('000 $)
    • Outside Canada ('000 $)
  • Other intellectual property rights (please specify)
    • In Canada ('000 $)
    • Outside Canada ('000 $)

These next questions ask about the enterprise's technology and marketing-related expenses. Please report all in thousands of Canadian dollars where applicable.

51. In 2010, did your Canadian enterprise incur any expenses for internet and internet-related services (including service providers)?

  • Yes
    • How much in 2010? ('000 $)
  • No

52. In 2010, did your Canadian enterprise incur any expenses for the development of in-house, custom designed or contracted out computer software?

  • Yes
    • How much in 2010? ('000 $)
  • No

53. In 2010, did your Canadian enterprise incur any expenses for off-the-shelf pre-packaged purchase or acquisition and/or upgrade of software?

  • Yes
    • How much in 2010? ('000 $)
  • No

54. In 2010, did your Canadian enterprise incur any expenses for the purchase and maintenance of personal computers (including handheld devices)?

  • Yes
    • How much in 2010? ('000 $)
  • No

55. In 2010, did your Canadian enterprise incur any expenses for the creation of spin-off* companies?

  • Yes
    • How much in 2010? ('000 $)
  • No

56. In 2010, did your Canadian enterprise incur any expenses for advertising or marketing?

  • Yes
    • How much in 2010? ('000 $)
  • No

Other intellectual property related questions

These questions ask about other activities that relate to intellectual property.

57. In the last 3 years, did your Canadian enterprise produce any manuals associated with your software, goods, services or creative works?

  • Yes
  • No

58. In the last 3 years, did your enterprise produce any marketing brochures or pamphlets associated with your software, goods, services or creative works?

  • Yes
  • No

59. In the last 3 years, did your enterprise perform any research and development* in Canada?

  • Yes
  • No

60. In the last 3 years, excluding government funding, did your enterprise receive any funds from external investment sources (e.g., angel investors, venture capital, banks and other enterprises)?

  • Yes
  • No (Go to question 62)

61. In the last 3 years, how important were the enterprise's patents, copyrights or trade-marks in securing funds from external investment sources? Check only one for each column.

  • Patents
    • Very important
    • Moderately important
    • Slightly important
    • Not important at all
    • Don't know
    • Not applicable
  • Copyright
    • Very important
    • Moderately important
    • Slightly important
    • Not important at all
    • Don't know
    • Not applicable
  • Trade-marks
    • Very important
    • Moderately important
    • Slightly important
    • Not important at all
    • Don't know
    • Not applicable

62. In the last 3 years, did patents, copyrights or trade-marks held by others prevent any R&D performed by your enterprise?

  • Yes
  • No
  • Not applicable

63. In the last 3 years, did patents, copyrights or trade-marks held by others prevent commercialization of new software, goods, services or creative works?

  • Yes
  • No
  • Not applicable

64. In the last 3 years, did patents, copyrights or trade-marks held by others prevent your enterprise's ability to obtain financing?

  • Yes
  • No
  • Not applicable

65. In the last 3 years, did patents, copyrights or trade-marks held by others prevent your enterprise's ability to compete outside Canada?

  • Yes
  • No
  • Not applicable

66. Please indicate the name and phone number(s) of the person(s) who completed this questionnaire:

  • Name
  • Telephone number

67. How long did it take you to fill out this questionnaire?

Comments

Thank you for completing this questionnaire. Please retain a copy for your records.

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Glossary

Book Value:
Book Value = Assets – Liabilities. How much money would be left for shareholders if the company were to immediately liquidate, sell all its assets and pay off all its liabilities.

Clinical trial data protection:
Refers to the obligation on Health Canada, pursuant to the Food and Drug Regulations, to protect confidential clinical test data.

Copyright:
Copyright (©) is a set of exclusive rights granted to the author or creator of an original work, including for example the right to copy, perform and adapt the work, and to authorize others to do such acts. Copyright does not protect ideas, only their expression. In most jurisdictions copyright arises upon fixation and does not need to be registered.

Copyright infringement:
The unauthorized or prohibited use of works under copyright, such as the right to reproduce or perform the copyrighted work, or to make derivative works.

Copyright registration:
It is possible to formally register a copyright with a governmental body (such as the Canadian Intellectual Property Office) or other institution as evidence that your creation is protected by copyright and that you, the person registered, are the owner.

Counterfeit:
A counterfeit is an imitation, usually one that is made with the intent of fraudulently passing it off as genuine. The word counterfeit frequently describes both the forgeries of documents, as well as the imitations of works of art, software, pharmaceuticals, electronics and company logos and brands. In the case of intellectual property, it results in patent, copyright or trade-mark infringement.

Creative Work:
A tangible or intangible manifestation of creative effort such as literature, music, paintings, audio-visual work, jingles, TV shows, piece of music or score, compositions, gigs, voice-over work, voice performance for animation, performance, commercials, books, magazines etc.

Cross-licensing:
A contractual arrangement whereby neither party pays monetary royalties to the other party while they are using each others' patents.

Direct Competitors:
Those enterprises that produce the same product or set of products and deliver it to the same set of consumers.

Domain Name:
Domain names are hostnames that identify Internet Protocol (IP) resources such as web sites (e.g. canada.gc.ca). Domain names are formed by the rules and procedures of the Domain Name System (DNS).

Enterprise:
A single corporation or a family of corporations under common ownership and/or control, for which consolidated financial statements are produced. The enterprise directs and controls the allocation of resources relating to its domestic operations.

Head Office:
Denotes the location where most, if not all, of the important functions of an organization are coordinated.

Industrial Design:
A combination of the visual features of shape, configuration, pattern or ornament—or any combination of these features—applied to a finished article made by hand, tool or machine.

Intellectual property:
A distinct form of creative endeavour such as an invention, literary and artistic work, image or design that may be protected by formal legislation or the common law (e.g. a patent, trademark, copyright, industrial design, integrated circuit topography, plant
breeders' rights), or that is provided commercial value (e.g. know-how, trade secrets).

License:
Defines the terms under which patents, trade-marks, and copyrights are licensed by one party to another for exchange of onetime payment or a continuous fee-structure.

Milestone Payments:
The licensee acquires the rights to sell a product of the licensor and, in return, offers an upfront payment, payable upon signing of the agreement, and one or several rounds of payments (milestones) bound to certain events (e. g. successful finish of a clinical trial phase, reception of marketing approval, final product of a software).

Mergers and Acquisitions:
When two companies agree to go forward as a single new company then it is called a merger. When one company takes over another company and clearly establishes itself as a new owner, it is called an acquisition.

Nondisclosure Agreement:
A legal contract between at least two parties that outlines confidential material, knowledge, or information that the parties wish to share with one another for certain purposes, but wish to restrict access to by third parties.

One-Time License:
Once a license is purchased, the licensee is free to use the product or service as long as needed. Sometimes upgrades are free for one year within the same major version that was purchased.

Open Source:
Describes practices in production and development that promote access and/or distribution of the end product and/or source materials. A common example is open-source software, where the source code is provided under a license that permits
users to freely study, change, improve and at times also to distribute the software.

Operating Revenue:
Revenue from company's day to day operations or any regular source such as sales and commissions adjusted for discounts and returns is operating revenue.

Opposition:
This is a procedure usually brought before the issuing patent office, initiated by third parties to invalidate a patent.

Patents:
A set of rights granted by a national government to an inventor or their assignee for a limited period of time in exchange for a public disclosure of that invention (such as machines, devices, methods, designs, processes and compositions of matter). A
patent prevents others from using, selling or distributing the invention without the permission of the owner of the patent.

Patent Agent:
An person who has the specialized qualifications necessary for representing clients in obtaining patents and acting in all matters and procedures relating to patent law and practice, such as filing an opposition.

Patent Infringement:
Using the patented invention without permission from the patent holder. The terms of the claims inform the public of what is not allowed without the permission of the patent holder. Patents are territorial, and infringement is only possible in a country where
a patent is in force.

Patent Pool:
In patent law, a patent pool is a consortium of at least two companies agreeing to cross-license patents relating to a particular technology.

Pay per play:
A means to collect a stream of future royalty payments on behalf of the creator by copyright collectives such as SOCAN, BMI or ASCAP, every time a piece of music is played anywhere in the world.

Piracy:
The unauthorized or prohibited use of works under copyright, infringing the copyright holder's exclusive rights, such as the right to reproduce or perform the copyrighted work, or to make derivative works.

Product-line:
Comprised of related products of various sizes, types, colors, qualities, or prices.

Research and Development (R&D):
Research and development (R&D) is systematic investigation carried out in the natural and engineering sciences by means of experiment or analysis to achieve a scientific or technological advance.

Royalties:
Payments made by one party (the "licensee") to another (the "licensor") for ongoing use of an intellectual property. Typically agreed upon as a percentage of gross or net revenues or per unit price derived from the use of an Intellectual Property (e.g.,royalties collected by SOCAN, BMI, ASCAP).

Running Royalties:
A stream of future royalty payments collected at regular intervals often used in the oil industry and music industry to describe a percentage ownership of future production (only applies to oil industry) or revenues from a given copyright work, which may
be divested from the original owner.

Spin off Companies:
A corporate action where a company "splits off" sections of itself as a separate business. The "spin-off" company takes assets, intellectual property, technology, and/or existing products from the parent organization.

Strategic Alliance:
A relationship between two or more parties to pursue a set of agreed upon goals or to meet a critical business need while remaining independent organizations.

Subsidiary:
An entity that is controlled by a separate higher entity called its parent.

Trade-mark:
Words, designs, numbers, shapes, or any combination of these, used to distinguish the goods or services of one person or organization from those of others. A trade-mark may be designed by the following symbols: ®, ™, SM.

Trade-mark Agent:
A person who is qualified to act in matters involving trade-mark and design matters (e.g. advising on the use and registration; filing and prosecuting applications to register; handling oppositions, revocations, invalidations and assignments; carry out searches; and advising on infringement matters). A trademark agent must be registered with the Canadian Intellectual Property Office (CIPO).

Trade-mark Infringement:
Is a violation of the exclusive right attached to a trade-mark without the authorization of the trademark owner or any licensees. Infringement may occur when one party, the "infringer", uses a trademark which is identical or confusingly similar to a trademark owned by another party, in relation to products or services which are identical or similar to the products or services which the registration covers.

Trade Secrets:
Information that is secret or not generally known in the relevant industry and that gives its owner an advantage over competitors.