An Integrated Approach toAn Integrated Approach toEconomic StatisticsEconomic Statistics

““The Canadian Experience”The Canadian Experience”

UNSD – IBGE Workshop on Manufacturing UNSD – IBGE Workshop on Manufacturing StatisticsStatistics

Kevin RobertsKevin RobertsRio de Janeiro, BrazilRio de Janeiro, Brazil

September, 2007September, 2007

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Overview of the presentation

1. Unified Enterprise Statistics Program - Background

2. Integrated Approach Principles

3. Survey Characteristics

4. Integrated Questionnaire

5. Business Register

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1.0 Unified Enterprise Statistics - Background

• Major project to improve provincial statistics (1996)

• Occasion to improve consistency, coherence, breadth and depth of business survey data

• More detailed Industry & Commodity data• Creation of Enterprise Statistics Division (ESD)• Gradual Expansion of Surveys; Covers 65% of

GDP

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2.0 Integrated Approach Principles

• Use of Single, Unduplicated Frame - the Business Register

• Common Sample Design Methodology

• Maximum Use of Tax Data

• Reduction of Response Burden

• Integrated Questionnaire - simple language; harmonized concepts / common variables

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2.0 Integrated Approach Principles (continued)

• Centralized Data Collection

• Enterprise Portfolio Managers

• Common Generic Processing Systems and Methods

• Centralized Warehouse for processing and analytical purposes

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3.0 Survey Characteristics

• Separate Enterprise & Establishment Surveys

• 64 Establishment Surveys

• Over 55,000 collection entities representing about 68,000 establishments (17K replaced by tax for Reference Year 2007)

• Smallest businesses estimated through tax data

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4.0 Integrated Questionnaire - Objectives

• Facilitate operations at all survey steps

• Easier to add or delete content

• Reduce response burden• Allow comparison of data from various

sources• Capacity to link survey cells with

administrative data

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4.1 Improvements to Survey Content

• Since 2002, initiatives to improve response rates and reduce response burden • Reduce size of the questionnaire• Consistency of questions• Common concepts among surveys

• Questionnaire testing• Chart of Accounts

• Survey instructions on the guide• Meta data driven (IQMS)

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DISSEMINATION

COLLECTION

4.2 Chart of Accounts

SalesOperatingrevenue Cost of

sales

Grossprofit Expenses

EBIT

OutputsInputs

Valueadded

Shipments OperatingSurplus

GDP

LINK, BRIDGE, CONCORDANCE

4.2 Benefits of a Chart of Accounts

• Standardization in business data collection

• Higher survey response rates• Increase in quality of data• Comparison of data from various

sources• Increase efficiency in using

administrative data

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4.3 Integrated Questionnaire Metadata System (IQMS)

• Store Survey metadata

• Definitions of variables

• Codes

• Edits

• Derived variables

• Facilitate operations and changes

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4.4 Bank of survey cells

• Consistency of questions • Same meaning for manufacturing or

services industries• Operating revenue• Investment income• Depreciation/ amortization• Total operating expenses

• Some cells specific to some industries

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4.5 Characteristics Questions

• Specific to each Industry

• Commodities for manufacturing• Details for services

• Services outputs• Services inputs (to come)

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5.0 Business Register (BR)

• Develop and maintain a register of all businesses in Canada (~2.3 million businesses)

• Provide business surveys with:• Survey frames• Browse, extract and updating

capabilities

• Measure of respondent burden• Disseminate business demographic

dataStatistics CanadaStatistique Canada

5.1 Business Register - Coverage

• All businesses producing goods & services in Canada

• Including:• Canadian subsidiaries of foreign

enterprises• Canadian embassies abroad• Foreign subsidiaries of Canadian

enterprises

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5.2 Business Register – Key Variables

• Identification variables

• Legal & Operating name• Legal & Operating Address• Phone number• Contact name• Business Number assigned by the

Canadian Revenue Agency

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5.2 Business Register – Key Variables (continued)

• Stratification variables• North American Industrial Classification

(NAICS)• 6 digit code that describes the industrial

activity

• Geographic variables• Provincial code• Sub-Provincial codes

• Size variables• Gross Business Income• Number of Employees

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5.3 BR Structure

Business Accounting

Operating UnitBusiness Entity Investment center Profit center Cost center Revenue center

Statistical Structure

Statistical UnitEnterpriseCompany Establishment LocationLocation

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5.4 Business Register – Source of Updates

• Complex Enterprises (Done manually)• Annual face to face interview (375 largest)• Business Register reaction profile (Tel. interview)• Business survey feedback (~100 surveys)

• Non-Complex Enterprises (Automated)• Administrative data (Canadian Revenue Agency)

• Business Number Registration (BN)• Payroll Source Deduction • Goods & Services Tax (GST) • Corporation Tax (T2)

• Business survey feedback (~100 surveys)

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5.5 Business Register – SUF Example

Generic Survey Universe File

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ICS00302941

PCS06840899

PCS07418604

RCS05990828

RCS05990836

RCS05990869

CCS05990794

PCS03448076

TOP OP Production Unit

Top Parent ID Type P.U.ID Parent ID Level NAICS GEO ENT CO EST LOC

S00302941 IC S00302941 S00302941 1 315234 BC 1 1

S00302941 PC S06840899 S00302941 2 448120 BC 1

S00302941 PC S07418604 S00302941 2 414110 ON

S00302941 CC S05990794 S07418604 3 414110 ON 1 1

S00302941 PC S03448076 S07418604 3 414110 ON 1 1S00302941 RC S05990828 S06840899 3 448120 BC 1S00302941 RC S05990836 S06840899 3 448120 BC 1S00302941 RC S05990869 S06840899 3 448120 BC 1

Flags

Each row corresponds to a production unit (a box above).

5.6 Business Register – Overall Principals

• It is important to:• Have a good source of administrative data

• Ensure that the data is of the best possible quality

• Develop a good trust with the large businesses• Automate the updates as much as possible • Standardize the procedures• Use accepted standards (geographic,

classification, etc)• Use the business register to supply frame to all

economic surveys (economy of scale and survey feedback)

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Contact Information

Kevin Roberts

Manufacturing, Construction and Energy DivisionStatistics CanadaJean Talon Building, 11th FloorTunney's PastureOttawa, Ontario, Canada KIA 0T6Telephone: (613) 951-6927Fax: (613) 951-3522E-mail: kevin.roberts@statcan.ca

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