Annual Survey of Service Industries: Consulting Services - Long Questionnaire - 2016

Business or organization and contact information - Question identifier: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

Operating name (if applicable)

Business or organization and contact information - Question identifier: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

Mailing address (number and street)

City

Province, territory or state

Postal code or ZIP code Example: A9A 9A9 or 12345-1234

Country

Email address Example: user@example.gov.ca

Telephone number (including area code) Example: 123-123-1234

Extension number (if applicable)

Fax number (including area code) Example: 123-123-1234

Business or organization and contact information - Question identifier:3

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

.

• 1: Operational
• 2: Not currently operational e.g., temporarily or permanently closed, change of ownership

Why is this business or organization not currently operational?

• 1: Seasonal operations
• 2: Ceased operations
• 3: Sold operations
• 4: Amalgamated with (an) other business(es) or organization(s)
• 5: Temporarily inactive but will re-open
• 6: No longer operating due to other reason(s)

Business or organization and contact information - Question identifier:3a

Seasonal operations

When did this business or organization close for the season?

When does this business or organization expect to resume operations?

Business or organization and contact information - Question identifier:3b

Ceased operations

When did this business or organization cease operations?

Why did this business or organization cease operations?

• 1: Bankruptcy
• 2: Liquidation
• 3: Dissolution
• 4: Other reasons — specify:

Why did this business or organization cease operations? Other reasons - specify

Business or organization and contact information - Question identifier:3c

Sold operations

When was this business or organization sold?

What is the legal name of the buyer?

Business or organization and contact information - Question identifier:3d

Amalgamated with (an) other business(es) or organization(s)

When did this business or organization amalgamate?

What is the legal name of the resulting or continuing business or organization?

What is (are) the legal name(s) of the other amalgamated business(es) or organization(s)?

Business or organization and contact information - Question identifier:3e

Temporarily inactive but will re-open

When did this business or organization become temporarily inactive?

When does this business or organization expect to resume operations?

Why is this business or organization temporarily inactive?

Business or organization and contact information - Question identifier:3f

No longer operating due to other reason(s)

When did this business or organization cease operations?

Why did this business or organization cease operations?

Main activity - Question identifier: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).

.

• 1: This is the current main activity.
• 2: This is not 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 - Question identifier:5

You indicated that is not the current main activity. Was this business or organization's main activity ever classified as: ?

• 1: Yes
• 2: No

Main activity - Question identifier:5a

When did the main activity change?

Main activity - Question identifier:6

Please search and select the industry classification code that best corresponds to this business or organization's main activity. How to search: -if desired, you can filter the search results by first selecting this business or organization's activity sector -enter keywords or a brief description that best describes this business or organization main activity -press the Search button to search the database for an activity that best matches the keywords or description you provided -then select an activity from the list.

Select this business or organization's activity sector (optional)

Enter keywords or a brief description, then press the Search button

Please select an activity (industry code)

Please select an activity (indsutry description)

Main activity - Question identifier:7

You have indicated that the current main activity of this business or organization is: Are there any other activities that contribute significantly (at least 10%) to this business or organization's revenue?

.

• 1: Yes, there are other activities.
• 2: No, that is the only significant activity.

Main activity - Question identifier:7a

Yes, there are other activities.

Please provide a brief but precise description of this business or organization's secondary activity. e.g., breakfast cereal manufacturing, shoe store, software development

Main activity - Question identifier:8

Approximately what percentage of this business or organization's revenue is generated by each of the following activities? When precise figures are not available, please provide your best estimates.

Main activity - Question identifier:a

#{__NAICS_TITLE_E}

Main activity - Question identifier:b

#{__secondary_NAICS_TITLE_E}

Main activity - Question identifier:c

All other activities.

Total percentage

Reporting period information - Question identifier:1

What are the start and end dates of this business's or organization's most recently completed fiscal year? Note: For this survey, the end date should fall between Start YYYY MM DD and End YYYY+1 MM DD.

Reporting period information - Question identifier:a)

Fiscal Year Start date

Reporting period information - Question identifier:b)

Fiscal Year-End date

Reporting period information - Question identifier:2

What is the reason the reporting period does not cover a full year? Select all that apply.

• 1: Seasonal operations
• 2: New business
• 3: Change of ownership
• 4: Temporarily inactive
• 5: Change of fiscal year
• 6: Ceased operations
• 7: Other reason - specify:
• 8: Other reason - specify: Description

Revenue - Question identifier:1

For the reporting period of YYYY MM DD to YYYY MM DD, what was this business's revenue from each of the following sources?

Revenue - Question identifier:a)

Sales of goods and services Include: sales, commissions, rental and leasing revenue if they are this business's primary revenue source.

Revenue - Question identifier:b)

Rental and leasing
Report only if this is a secondary revenue source. If rental and leasing are your primary revenue source, report at question a.

Revenue - Question identifier:c)

Commissions
Report only if this is a secondary revenue source. If commissions are your primary revenue source, report at question a.

Revenue - Question identifier:d)

Subsidies Include: grants, donations, fundraising and sponsorships.

Revenue - Question identifier:e)

Royalties, rights, licensing and franchise fees

Revenue - Question identifier:f)

Dividends

Revenue - Question identifier:g)

Interest

Revenue - Question identifier:h)

Other revenue - specify: Include: intracompany transfers

Revenue - Question identifier:h)

Other revenue - specify (description): Include: intracompany transfers

Total revenue

E-Commerce - Question identifier:2

For the reporting period of YYYY MM DD to YYYY MM DD, did this business have any e-commerce revenue?

E-commerce revenue: sale of goods and services conducted over the Internet with or without online payment.

• 1: Yes
• 2: No

E-Commerce - Question identifier:3

Of the <####> in total revenue reported, what was the total e-commerce revenue?

If precise figures are not available, please provide your best estimate.

E-Commerce - Question identifier:4

Did this business make sales over the Internet through any of the following methods from YYYY MM DD to YYYY MM DD?
Select all that apply.

Via a mobile app

Via your company website

Via a third-party website

Via Electronic Data Interchange (EDI)

Other methods - specify:

Other methods - specify: (description)

E-Commerce - Question identifier:5

Does this business have any full-time staff dedicated solely to activities related to e-commerce?

• 1: Yes
• 2: No

E-Commerce - Question identifier:6

Why did this business not make sales over the Internet?
Select all that apply.

Goods and services do not lend themselves to online sales

Prefer to maintain current business model

Lack of skilled workers to implement and maintain e-commerce infrastructure

Cost of development is too high

Security concerns

Other reasons - specify:

Other reasons - specify: (description)

Expenses - Question identifier:1

For the reporting period of YYYY MM DD to YYYY MM DD, what were this business's expenses for the following items? Please report all amounts in thousands of Canadian dollars.

Expenses - Question identifier:a) i.

Cost of goods sold: Opening inventories

Expenses - Question identifier:a) ii.

Cost of goods sold: Purchases Include: raw materials, goods purchased for resale and non-returnable containers Exclude: change in inventories

Expenses - Question identifier:a) iii.

Cost of goods sold: Closing inventories

Expenses - Question identifier:a) iv.

Cost of goods sold: Costs of goods sold Opening inventories plus purchases minus closing inventories

Expenses - Question identifier:b) i.

Employment costs and expenses: Salaries, wages and commissions Include: all employees who were issued a T4 Exclude: commissions paid to non-employees. report at sub-question c

Expenses - Question identifier:b) ii.

Employment costs and expenses: Employee benefits Include: all employees who were issued a T4 Exclude: commissions paid to non-employees. report at sub-question c

Expenses - Question identifier:c)

Subcontracts Include: commissions paid to non-employees.
Exclude: research and development.

Expenses - Question identifier:d)

Research and development Exclude: in-house research and development

Expenses - Question identifier:e)

Professional and business fees e.g., legal, accounting, consulting, scientific and property management fees.

Expenses - Question identifier:f)

Utilities e.g., electricity, water, gas.

Expenses - Question identifier:g)

Office and computer related expenses e.g., office supplies, postage, computer upgrades.

Expenses - Question identifier:h)

Telephone, internet and other telecommunication

Expenses - Question identifier:i)

Business taxes, licences and permits e.g., beverage tax, business tax, licence fees, property taxes.

Expenses - Question identifier:j)

Royalties, franchise fees and memberships Exclude: Crown royalties.

Expenses - Question identifier:k)

Crown charges (for logging, mining and energy industries only).

Expenses - Question identifier:l)

Rental and leasing Include: land, building, equipment, vehicles

Expenses - Question identifier:m)

Repair and maintenance Include: buildings, equipment, vehicles.

Expenses - Question identifier:n)

Amortization and depreciation

Expenses - Question identifier:o)

Insurance

Expenses - Question identifier:p)

Advertising, marketing, promotion, meals and entertainment

Expenses - Question identifier:q)

Travel, meetings and conventions

Expenses - Question identifier:r)

Financial services e.g., bank charges, transaction fees.

Expenses - Question identifier:s)

Interest expense

Expenses - Question identifier:t)

Other non-production-related costs and expenses Include: bad debts, loan losses, donations, political contributions and inventory write-down.

Expenses - Question identifier:u)

All other costs and expenses - specify: Include: intracompany expenses.

Expenses - Question identifier:u)

All other costs and expenses - specify: (description) Include: intracompany expenses.

Total expenses

Industry characteristics - Question identifier:1

What were this business's sales for each of the following goods and services? Please report all amounts in thousands of Canadian dollars.

Industry characteristics - Question identifier:a)i.

Management consulting services: Strategic management consulting services

Industry characteristics - Question identifier:a)ii.

Management consulting services: Financial management consulting services

Industry characteristics - Question identifier:a)iii.

Management consulting services: Marketing management consulting services

Industry characteristics - Question identifier:a)iv.

Management consulting services: Employee compensation and benefits consulting services

Industry characteristics - Question identifier:a)v.

Management consulting services: Other human resources consulting services

Industry characteristics - Question identifier:a)vi.

Management consulting services: Operations and supply chain management consulting services

Industry characteristics - Question identifier:a)vii.

Management consulting services: Other management consulting services

Industry characteristics - Question identifier:b)i.

Environmental consulting services: Environmental assessments

Industry characteristics - Question identifier:b)ii.

Environmental consulting services: Environmental audits

Industry characteristics - Question identifier:b)iii.

Environmental consulting services: Site remediation planning services

Industry characteristics - Question identifier:b)iv.

Environmental consulting services: Natural resources management consulting services

Industry characteristics - Question identifier:b)v.

Environmental consulting services: Waste management consulting services

Industry characteristics - Question identifier:b)vi.

Environmental consulting services: Environmental policy development consulting services

Industry characteristics - Question identifier:b)vii.

Environmental consulting services:contracts - Other environmental consulting services

Industry characteristics - Question identifier:c)i.

Other scientific and technical consulting services: Economic consulting services

Industry characteristics - Question identifier:c)ii.

Other scientific and technical consulting services: Geological and geophysical consulting services

Industry characteristics - Question identifier:c)iii.

Other scientific and technical consulting services: Soil management, crop and animal production consulting services

Industry characteristics - Question identifier:c)iv.

Other scientific and technical consulting services: Occupational health and safety consulting services

Industry characteristics - Question identifier:c)v.

Other scientific and technical consulting services: Other scientific and technical consulting services - specify:

Industry characteristics - Question identifier:c)v.

Other scientific and technical consulting services: Other scientific and technical consulting services - specify: description

Industry characteristics - Question identifier:d)

Other sales of goods and services - specify: Description

Industry characteristics - Question identifier:d)

Other sales of goods and services - specify:

Total sales of goods and services

Industry characteristics - Question identifier:2

During this reporting period of YYYY MM DD to YYYY MM DD, how many non-salaried partners and proprietors did this business have? For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

Details on purchased services - Question identifier:1

For the reporting period MM DD, YYYY to MM DD, YYYY, this business reported expenses for the following items. Please provide the requested details related to these expenses. Please report all amounts in thousands of Canadian dollars.

Details on purchased services - Question identifier:a

Professional and business fees Legal services

Details on purchased services - Question identifier:b

Professional and business fees Accounting, tax preparation, bookkeeping and payroll services

Details on purchased services - Question identifier:c

Professional and business fees Management, scientific and technical consulting services Include: training

Details on purchased services - Question identifier:d

Professional and business fees Office administrative services

Details on purchased services - Question identifier:e

Professional and business fees Freight transportation arrangements and customs brokering services

Details on purchased services - Question identifier:f

Professional and business fees Brokerage and other insurance related services

Details on purchased services - Question identifier:g

Professional and business fees Security brokerage and securities dealing services

Details on purchased services - Question identifier:h

Professional and business fees Other purchased professional services

Professional and business fees Total expenses for professional and business fees (should be equal to or less than the total from question 1e. reported in expenses section: #{F62601})

Details on purchased services - Question identifier:a

Office and computer related expenses Data processing, hosting, and related services

Details on purchased services - Question identifier:b

Office and computer related expenses Business support services Include: reproductions, call centres, debt collection

Details on purchased services - Question identifier:c

Office and computer related expenses Other office and computer related purchased services

Office and computer related expenses Total expenses for office and computer related expenses (should be equal to or less than the total from question 1g. reported in the expenses section: #{F62505})

Details on purchased services - Question identifier:a

Royalties, franchise fees and memberships Rights to non-financial intangible assets

Details on purchased services - Question identifier:b

Royalties, franchise fees and memberships Membership fees or services

Details on purchased services - Question identifier:c

Royalties, franchise fees and memberships Other royalties, franchise fees and memberships

Royalties, franchise fees and memberships Total expenses for royalties, franchise fees and memberships (should be equal to or less than the total from question 1j. reported in expenses section: #{F62001})

Details on purchased services - Question identifier:a

Rental and leasing Non-residential real estate rental

Details on purchased services - Question identifier:b

Rental and leasing Motor vehicle rental and leasing

Details on purchased services - Question identifier:c

Rental and leasing Computer equipment rental and leasing

Details on purchased services - Question identifier:d

Rental and leasing Office machinery and equipment rental and leasing services Exclude: computer equipment

Details on purchased services - Question identifier:e

Rental and leasing Commercial and industrial machinery and equipment renting and leasing services, without operator Exclude: office equipment

Details on purchased services - Question identifier:f

Rental and leasing Other rental services

Rental and leasing Total expenses for rental and leasing (should be equal to or less than the total from question 1l. reported in expenses section: #{F62101})

Details on purchased services - Question identifier:a

Repair and maintenance Security services and investigation

Details on purchased services - Question identifier:b

Repair and maintenance Waste management and remediation services

Details on purchased services - Question identifier:c

Repair and maintenance Motor vehicle repair and maintenance services

Details on purchased services - Question identifier:d

Repair and maintenance Other repair and maintenance services

Repair and maintenance Total expenses for repair and maintenance (should be equal to or less than the total from question 1m. reported in expenses section: #{F62201})

Sales by type of client - Question identifier:1

What was this business's breakdown of sales by the following types of client?

Sales by type of client - Question identifier:a

Clients in Canada - individuals and households

Sales by type of client - Question identifier:b

Clients in Canada - businesses

Sales by type of client - Question identifier:c

Clients in Canada - governments, not-for-profit organizations and public institutions e.g., hospitals and schools

Clients outside of Canada

Total percentage

Sales by consumer location - Question identifier:1

What was the percentage breakdown of this business's sales by consumer location?

Consumer location is the location where the goods or services will ultimately be used.

If ultimate consumer location is not known, the following are acceptable substitutes:
-shipping destination
-client's billing address
-location of this business's retail customers
-location of this business's warehouses/distribution centres.

Sales by consumer location - Question identifier:a

Newfoundland and Labrador

Sales by consumer location - Question identifier:b

Prince Edward Island

Sales by consumer location - Question identifier:c

Nova Scotia

Sales by consumer location - Question identifier:d

New Brunswick

Sales by consumer location - Question identifier:e

Quebec

Sales by consumer location - Question identifier:f

Ontario

Sales by consumer location - Question identifier:g

Manitoba

Sales by consumer location - Question identifier:h

Saskatchewan

Sales by consumer location - Question identifier:i

Alberta

Sales by consumer location - Question identifier:j

British Columbia

Sales by consumer location - Question identifier:k

Yukon

Sales by consumer location - Question identifier:l

Northwest Territories

Sales by consumer location - Question identifier:m

Nunavut

Sales by consumer location - Question identifier:n

United States

Sales by consumer location - Question identifier:o

All other countries

Total percentage

International Transactions - Question identifier:1

During the reporting period of #{B00205} to #{B00206}, did this business receive revenue from clients outside Canada for the sale of products, services, royalties, rights, licensing or franchise fees?

• 1: Yes
• 2: No

International Transactions - Question identifier:2

What was the revenue received from clients outside Canada?

Revenue received (CAN$ '000)

International Transactions - Question identifier:3

What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?

International Transactions - Question identifier:a

Goods

International Transactions - Question identifier:b

Services

International Transactions - Question identifier:c

Royalties, rights, licensing and franchise fees

Total percentage

International Transactions - Question identifier:4

What was the percentage breakdown of revenue received from clients outside Canada by country?

International Transactions - Question identifier:a

United States

International Transactions - Question identifier:b

Mexico

International Transactions - Question identifier:c

Provide the percentage of revenue received from any other countries - top 4 clients only. Other country 1 - specify:

Other country 1 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of revenue received from any other countries - top 4 clients only. Other country 2 - specify:

Other country 2 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of revenue received from any other countries - top 4 clients only. Other country 3 - specify:

Other country 3 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of revenue received from any other countries - top 4 clients only. Other country 4 - specify:

Other country 4 - specify: Description

Total percentage

International Transactions - Question identifier:5

During the reporting period of #{B00205} to #{B00206}, did this business make payments to suppliers outside Canada for the purchase of products, services, royalties, rights, licensing or franchise fees?

• 1: Yes
• 2: No

International Transactions - Question identifier:6

What were the payments made to suppliers outside Canada?

Payments made (CAN$ '000)

International Transactions - Question identifier:7

What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?

International Transactions - Question identifier:a

Goods

International Transactions - Question identifier:b

Services

International Transactions - Question identifier:c

Royalties, rights, licensing and franchise fees

Total percentage

International Transactions - Question identifier:8

What was the percentage breakdown of payments made to suppliers outside Canada by country?

International Transactions - Question identifier:a

United States

International Transactions - Question identifier:b

Mexico

International Transactions - Question identifier:c

Provide the percentage of payments made any other countries - top 4 suppliers only. Other country 1 - specify:

Other country 1 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of payments made any other countries - top 4 suppliers only. Other country 2 - specify:

Other country 2 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of payments made any other countries - top 4 suppliers only. Other country 3 - specify:

Other country 3 - specify: Description

International Transactions - Question identifier:c

Provide the percentage of payments made any other countries - top 4 suppliers only. Other country 4 - specify:

Other country 4 - specify: Description

Total percentage

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.

• 1: Strike or lock-out
• 2: Exchange rate impact
• 3: Price changes in goods or services sold
• 4: Contracting out
• 5: Organisational change
• 6: Price changes in labour or raw materials
• 7: Natural disaster
• 8: Recession
• 9: Change in product line
• 10: Sold business units
• 11: Expansion
• 12: New/lost contract
• 13: Plant Closures
• 14: Acquisition of business units
• 15: Other changes or events - specify:
• 16: Other changes or events - specify: (description)
• 17: No changes or events

Contact person - Question identifier:1

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):

Fax number (including area code):

Feedback - Question identifier:1

How long did it take to complete this questionnaire? Include time spent gathering the necessary information.

Hours

Minutes

Feedback - Question identifier:2

We invite your comments about this questionnaire.