An Integrated Approach to Economic Statistics “ The Canadian Experience” UNSD – IBGE Workshop...

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

Statistics CanadaStatistique Canada

Overview of the presentation

1. Unified Enterprise Statistics Program - Background

2. Integrated Approach Principles

3. Survey Characteristics

4. Integrated Questionnaire

5. Business Register


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


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


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


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


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


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)


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


4.3 Integrated Questionnaire Metadata System (IQMS)

• Store Survey metadata

• Definitions of variables

• Codes

• Edits

• Derived variables

• Facilitate operations and changes


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


4.5 Characteristics Questions

• Specific to each Industry

• Commodities for manufacturing• Details for services

• Services outputs• Services inputs (to come)


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


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


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


5.3 BR Structure

Business Accounting

Operating UnitBusiness Entity Investment center Profit center Cost center Revenue center

Statistical Structure

Statistical UnitEnterpriseCompany Establishment LocationLocation


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)


5.5 Business Register – SUF Example

Generic Survey Universe File


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)


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: [email protected]


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