Why do we conduct this survey?
This survey collects data on capital and repair expenditures in Canada. The information is used by federal and provincial government departments and agencies, trade associations, universities and international organizations for policy development and as a measure of regional economic activity.
Your information may also be used by Statistics Canada for other statistical and research purposes.
Your participation in this survey is required under the authority of the Statistics Act.
Other important information
Authorization to collect this information
Data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.
Confidentiality
By law, Statistics Canada is prohibited from releasing any information it collects that could identify any person, business, or organization, unless consent has been given by the respondent, or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes only.
Record linkages
To enhance the data from this survey and to reduce the reporting burden, Statistics Canada may combine it with information from other surveys or from administrative sources.
Data-sharing agreements
To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.
Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.
For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Quebec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, and the Yukon.
The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:
Chief Statistician of Canada
Statistics Canada
Attention of Director, Enterprise Statistics Division
150 Tunney's Pasture Driveway
Ottawa, Ontario
K1A 0T6
You may also contact us by email at statcan.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.ca or by fax at 613-951-6583.
For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut as well as the Bank of Canada, Environment and Climate Change Canada, Infrastructure Canada, National Energy Board and Natural Resources Canada.
For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.
Business or organization and contact information
1. Please verify or provide the business or organization's legal and operating name and correct where needed.
Note: Legal name modifications should only be done to correct a spelling error or typo.
Legal Name
The legal name is one recognized by law, thus it is the name liable for pursuit or for debts incurred by the business or organization. In the case of a corporation, it is the legal name as fixed by its charter or the statute by which the corporation was created.
Modifications to the legal name should only be done to correct a spelling error or typo.
To indicate a legal name of another legal entity you should instead indicate it in question 3 by selecting 'Not currently operational' and then choosing the applicable reason and providing the legal name of this other entity along with any other requested information.
Operating Name
The operating name is a name the business or organization is commonly known as if different from its legal name. The operating name is synonymous with trade name.
- Legal name
- Operating name (if applicable)
2. Please verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.
Note: The designated contact person is the person who should receive this questionnaire. The designated contact person may not always be the one who actually completes the questionnaire.
- First name
- Last name
- Title
- Preferred language of communication
- English
- French
- Mailing address (number and street)
- City
- Province, territory or state
- Postal code or ZIP code
- Country
- Canada
- United States
- Email address
- Telephone number (including area code)
- Extension number (if applicable)
- Fax number (including area code)
3. Please verify or provide the current operational status of the business or organization identified by the legal and operating name above.
- Operational
- Not currently operational
Why is this business or organization not currently operational?
Seasonal operations
- When did this business or organization close for the season? Date
- When does this business or organization expect to resume operations? Date
Ceased operations
- When did this business or organization cease operations? Date
- Why did this business or organization cease operations?
- Bankruptcy
- Liquidation
- Dissolution
- Other
Specify the other reasons for ceased operations
Sold operations
- When was this business or organization sold? Date
- What is the legal name of the buyer?
Amalgamated with other businesses or organizations
- When did this business or organization amalgamate? Date
- What is the legal name of the resulting or continuing business or organization?
- What are the legal names of the other amalgamated businesses or organizations?
Temporarily inactive but will re-open
- When did this business or organization become temporarily inactive? Date
- When does this business or organization expect to resume operations? Date
- Why is this business or organization temporarily inactive?
No longer operating due to other reasons
- When did this business or organization cease operations? Date
- Why did this business or organization cease operations?
4. Please verify or provide the current main activity of the business or organization identified by the legal and operating name above.
Note: The described activity was assigned using the North American Industry Classification System (NAICS).
This question verifies the business or organization's current main activity as classified by the North American Industry Classification System (NAICS). The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance.
The target entity for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.
The associated NAICS should reflect those activities conducted by the business or organizational units targeted by this questionnaire only, as identified in the 'Answering this questionnaire' section and which can be identified by the specified legal and operating name. The main activity is the activity which most defines the targeted business or organization's main purpose or reason for existence. For a business or organization that is for-profit, it is normally the activity that generates the majority of the revenue for the entity.
The NAICS classification contains a limited number of activity classifications; the associated classification might be applicable for this business or organization even if it is not exactly how you would describe this business or organization's main activity.
Please note that any modifications to the main activity through your response to this question might not necessarily be reflected prior to the transmitting of subsequent questionnaires and as a result they may not contain this updated information.
The following is the detailed description including any applicable examples or exclusions for the classification currently associated with this business or organization.
Description and examples
- This is the current main activity.
- This is not the current main activity.
Please provide a brief but precise description of this business or organization's main activity.
e.g., breakfast cereal manufacturing, shoe store, software development
Main activity
5. You indicated that is not the current main activity.
Was this business or organization's main activity ever classified as: ?
- Yes
When did the main activity change? Date - No
6. Please search and select the industry classification code that best corresponds to this business or organization's main activity.
Select this business or organization's activity sector (optional)
- Farming or logging operation
- Construction company or general contractor
- Manufacturer
- Wholesaler
- Retailer
- Provider of passenger or freight transportation
- Provider of investment, savings or insurance products
- Real estate agency, real estate brokerage or leasing company
- Provider of professional, scientific or technical services
- Provider of health care or social services
- Restaurant, bar, hotel, motel or other lodging establishment
- Other sector
Reporting period information
1. What are the start and end dates of this organization's 2018 fiscal year?
Note: For this survey, the end date should fall between April 1, 2018 and March 31, 2019.
Here are twelve common fiscal periods that fall within the targeted dates:
- May 1, 2017 to April 30, 2018
- June 1, 2017 to May 31, 2018
- July 1, 2017 to June 30, 2018
- August 1, 2017 to July 31, 2018
- September 1, 2017 to August 31, 2018
- October 1, 2017 to September 30, 2018
- November 1, 2017 to October 31, 2018
- December 1, 2017 to November 30, 2018
- January 1, 2018 to December 31, 2018
- February 1, 2018 to January 31, 2019
- March 1, 2018 to February 28, 2019
- April 1, 2018 to March 31, 2019.
Here are other examples of fiscal periods that fall within the required dates:
- September 18, 2017 to September 15, 2018 (e.g., floating year-end)
- June 1, 2018 to December 31, 2018 (e.g., a newly opened business).
Fiscal Year Start date
Fiscal Year-End date
2. What is the reason the reporting period does not cover a full year?
Select all that apply.
- Seasonal operations
- New business
- Change of ownership
- Temporarily inactive
- Change of fiscal year
- Ceased operations
- Other reason - specify
What are Capital Expenditures?
What are Capital Expenditures?
Capital Expenditures are the gross expenditures on fixed assets for use in the operations of your organization or for lease or rent to others.
Include:
- cost of all new buildings, engineering, machinery and equipment which normally have a life of more than one year and are charged to fixed asset accounts
- modifications, additions and major renovations
- capital costs such as feasibility studies, architectural, legal, installation and engineering fees
- subsidies
- capitalized interest charges on loans with which capital projects are financed
- work done by own labour force
- additions to work in progress.
How to Treat Leases:
Include:
- assets acquired as a lessee through either a capital or financial lease
- assets acquired for lease to others as an operating lease.
Exclude:
- assets acquired for lease to others, either as a capital or financial lease.
Information for Government Departments
The following applies to government departments only:
- include all capital expenditures without taking into account the capitalization threshold of your department
- grants and/or subsidies to outside entities (e.g., municipalities, agencies, institutions or businesses) are to be excluded
- departments are requested to exclude from reported figures budgetary items pertaining to any departmental agency and proprietary crown corporation as they are surveyed separately
- federal departments are to report expenditures paid for by the department, regardless of which department awarded the contract
- provincial departments are to include any capital expenditures on construction (exclude outlays for land) and/or machinery and equipment, for use in Canada, financed from revolving funds, loans attached to revolving funds, other loans, the Consolidated Revenue Fund or special accounts.
Capital Expenditures - Preliminary Estimate 2018
1. For the 2018 fiscal year, what are this organization's preliminary estimates for capital expenditures?
Report the value of the projects expected to be put in place during the 2018 fiscal year.
Include:
- the gross expenditures (including subsidies) on fixed assets for use in the operations of your organization or for lease or rent to others
- all capital costs such as feasibility studies, architectural, legal, installation and engineering fees as well as work done by your own labour force
- additions to work in progress.
Imported used fixed assets should be reported under New assets including financial leases.
Purchase of Used Canadian Assets
Definition: Used fixed assets may be defined as existing buildings, structures or machinery and equipment which have been previously used by another organization in Canada that you have acquired during the time period being reported on this questionnaire.
Explanation: The objective of our survey is to measure gross annual new acquisitions to fixed assets separately from the acquisition of gross annual used fixed assets in the Canadian economy as a whole.
Hence, the acquisition of a used fixed Canadian asset should be reported separately since such acquisitions would not change the aggregates of our domestic inventory of fixed assets, it would simply mean a transfer of assets within Canada from one organization to another.
Imports of used assets, on the other hand, should be included with the new assets because they are newly acquired for the Canadian economy.
Work in Progress:
Work in progress represents accumulated costs since the start of capital projects which are intended to be capitalized upon completion.
Typically capital investment includes any expenditure on an asset in which its' life is greater than one year. Capital items charged to operating expenses are defined as expenditures which could have been capitalized as part of the fixed assets, but for various reasons, have been charged to current expenses.
Land
Capital expenditures for land should include all costs associated with the purchase of the land that are not amortized or depreciated.
Residential Construction
Report the value of residential structures including the housing portion of multi-purpose projects and of townsites.
Exclude:
- buildings that have accommodation units without self-contained or exclusive use of bathroom and kitchen facilities (e.g., some student and senior citizen residences)
- the non-residential portion of multi-purpose projects and of townsites
- associated expenditures on services.
The exclusions should be included in non-residential construction.
Non-Residential Building Construction (excluding land purchase and residential construction)
Report the total cost incurred during the year of building construction (contract and by own employees) whether for your own use or rent to others. Include also:
- the cost of demolition of buildings, land servicing and of site-preparation
- leasehold and land improvements
- all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
- townsite facilities, such as streets, sewers, stores, schools.
Non-Residential Engineering Construction
Report the total cost incurred during the year of engineering construction (contract and by own employees) whether for your own use or rent to others. Include also:
- the cost of demolition of buildings, land servicing and of site-preparation
- leasehold and land improvements
- all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
- oil or gas pipelines, including pipe and installation costs
- communication engineering, including transmission support structures, cables and lines, etc.
- electric power engineering, including wind and solar plants, nuclear production plants, power distribution networks, etc.
Machinery and Equipment
Report total cost incurred during the year of all new machinery, whether for your own use or for lease or rent to others. Any capitalized tooling should also be included. Include progress payments paid out before delivery in the year in which such payments are made. Receipts from the sale of your own fixed assets or allowance for scrap or trade-in should not be deducted from your total capital expenditures. Any balance owing or holdbacks should be reported in the year the cost is incurred.
Include:
- automobiles, trucks, professional and scientific equipment, office and store furniture and appliances
- computers (hardware and software), broadcasting, telecommunication and other information and communication technology equipment
- motors, generators, transformers any capitalized tooling expenses
- progress payments paid out before delivery in the year in which such payments are made
- any balance owing or holdbacks should be reported in the year the cost is incurred
- leasehold improvements.
| New Assets including financial leases | Purchase of Used Canadian Assets | Renovation Retrofit Refurbishing Overhauling Restoration | Total Capital Expenditures | |
|---|---|---|---|---|
| Land | ||||
| Residential Construction | ||||
| Non-Residential Building Construction | ||||
| Non-Residential Engineering Construction | ||||
| Machinery and Equipment | ||||
| Software |
Research and Development
2. For the 2018 fiscal year, did this organization perform scientific research and development in Canada of at least $10,000 or outsource (contract-out) to another organization scientific research and development activities of at least $10,000?
Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. For an activity to be an R&D activity, it must satisfy five core criteria:
- To be aimed at new findings (novel);
- To be based on original, not obvious, concepts and hypothesis (creative);
- To be uncertain about the final outcome (uncertainty);
- To be planned and budgeted (systematic);
- To lead to results that could be possibly reproduced (transferable/ or reproducible).
The term R&D covers three types of activity: basic research, applied research and experimental development. Basic research is experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundations of phenomena and observable facts, without any particular application or use in view. Applied research is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective. Experimental development is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.
- Yes
- No
Capital Expenditures - Intentions 2019
3. For the 2019 fiscal year, what are this organization's intentions for capital expenditures?
Report the value of the projects expected to be put in place during the 2019 fiscal year.
Include:
- the gross expenditures (including subsidies) on fixed assets for use in the operations of your organization or for lease or rent to others
- all capital costs such as feasibility studies, architectural, legal, installation and engineering fees as well as work done by your own labour force.
Imported used fixed assets should be reported under New assets including financial leases.
Purchase of Used Canadian Assets
Definition: Used fixed assets may be defined as existing buildings, structures or machinery and equipment which have been previously used by another organization in Canada that you have acquired during the time period being reported on this questionnaire.
Explanation: The objective of our survey is to measure gross annual new acquisitions to fixed assets separately from the acquisition of gross annual used fixed assets in the Canadian economy as a whole.
Hence, the acquisition of a used fixed Canadian asset should be reported separately since such acquisitions would not change the aggregates of our domestic inventory of fixed assets, it would simply mean a transfer of assets within Canada from one organization to another.
Imports of used assets, on the other hand, should be included with the new assets because they are newly acquired for the Canadian economy.
Work in Progress:
Work in progress represents accumulated costs since the start of capital projects which are intended to be capitalized upon completion.
Typically capital investment includes any expenditure on an asset in which its' life is greater than one year. Capital items charged to operating expenses are defined as expenditures which could have been capitalized as part of the fixed assets, but for various reasons, have been charged to current expenses.
Land
Capital expenditures for land should include all costs associated with the purchase of the land that are not amortized or depreciated.
Residential Construction
Report the value of residential structures including the housing portion of multi-purpose projects and of townsites.
Exclude:
- buildings that have accommodation units without self-contained or exclusive use of bathroom and kitchen facilities (e.g., some student and senior citizen residences)
- the non-residential portion of multi-purpose projects and of townsites
- associated expenditures on services.
The exclusions should be included in non-residential construction.
Non-Residential Building Construction (excluding land purchase and residential construction)
Report the total cost incurred during the year of building construction (contract and by own employees) whether for your own use or rent to others. Include also:
- the cost of demolition of buildings, land servicing and of site-preparation
- leasehold and land improvements
- all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
- townsite facilities, such as streets, sewers, stores, schools.
Non-Residential Engineering Construction
Report the total cost incurred during the year of engineering construction (contract and by own employees) whether for your own use or rent to others. Include also:
- the cost of demolition of buildings, land servicing and of site-preparation
- leasehold and land improvements
- all preconstruction planning and design costs such as engineer and consulting fees and any materials supplied to construction contractors for installation, etc.
- oil or gas pipelines, including pipe and installation costs
- communication engineering, including transmission support structures, cables and lines, etc.
- electric power engineering, including wind and solar plants, nuclear production plants, power distribution networks, etc.
Machinery and Equipment
Report total cost incurred during the year of all new machinery, whether for your own use or for lease or rent to others. Any capitalized tooling should also be included. Include progress payments paid out before delivery in the year in which such payments are made. Receipts from the sale of your own fixed assets or allowance for scrap or trade-in should not be deducted from your total capital expenditures. Any balance owing or holdbacks should be reported in the year the cost is incurred.
Include:
- automobiles, trucks, professional and scientific equipment, office and store furniture and appliances
- computers (hardware and software), broadcasting, telecommunication and other information and communication technology equipment
- motors, generators, transformers any capitalized tooling expenses
- progress payments paid out before delivery in the year in which such payments are made
- any balance owing or holdbacks should be reported in the year the cost is incurred
- leasehold improvements.
| New Assets including financial leases | Purchase of Used Canadian Assets | Renovation Retrofit Refurbishing Overhauling Restoration | Total Capital Expenditures | |
|---|---|---|---|---|
| Land | ||||
| Residential Construction | ||||
| Non-Residential Building Construction | ||||
| Non-Residential Engineering Construction | ||||
| Machinery and Equipment | ||||
| Software |
Research and Development
4. For the 2019 fiscal year, does this organization plan on performing scientific research and development in Canada of at least $10,000 or outsourcing (contracting-out) to another organization scientific research and development activities of at least $10,000?
Research and experimental development (R&D) comprise creative and systematic work undertaken in order to increase the stock of knowledge - including knowledge of humankind, culture and society - and to devise new applications of available knowledge. For an activity to be an R&D activity, it must satisfy five core criteria:
- To be aimed at new findings (novel);
- To be based on original, not obvious, concepts and hypothesis (creative);
- To be uncertain about the final outcome (uncertainty);
- To be planned and budgeted (systematic);
- To lead to results to could be possibly reproduced (transferable/ or reproducible).
The term R&D covers three types of activity: basic research, applied research and experimental development. Basic research is experimental or theoretical work undertaken primarily to acquire new knowledge of the underlying foundations of phenomena and observable facts, without any particular application or use in view. Applied research is original investigation undertaken in order to acquire new knowledge. It is, however, directed primarily towards a specific, practical aim or objective. Experimental development is systematic work, drawing on knowledge gained from research and practical experience and producing additional knowledge, which is directed to producing new products or processes or to improving existing products or processes.
- Yes
- No
Changes and events that affected the business or organization
1. Indicate any changes or events that affected the reported values for this business or organization, compared with the last reporting period.
Select all that apply.
- Strike or lock-out
- Exchange rate impact
- Price changes in goods or services sold
- Contracting out
- Organisational change
- Price changes in labour or raw materials
- Natural disaster
- Recession
- Change in product line
- Sold business units
- Expansion
- New/lost contract
- Plant closures
- Acquisition of business units
- Other changes or events - specify
- No changes or events
Contact person
1. Statistics Canada may need to contact the person who completed this questionnaire for further information.
Is Provided Given Names , Provided Family Name the best person to contact?
- Yes
- No
Who is the best person to contact about this questionnaire?
- First name
- Last name
- Title
- Email address
- Telephone number (including area code)
- Extension number (if applicable)
The maximum number of characters is 5. - Fax number (including area code)
Feedback
1. How long did it take to complete this questionnaire?
Include the time spent gathering the necessary information.
- Hours
- Minutes
2. We invite your comments about this questionnaire.
Enter your comments