Survey of Service Industries: Repair and Maintenance Services, 2011 - Full Questionnaire

If necessary, please make address label corrections in the boxes below.

• 1: Legal name
• 2: Business name
• 3: Title of contact
• 4: First name of contact
• 5: Last name of contact
• 6: Address (number and street)
• 7: City
• 8: Province/territory or state
• 9: Country
• 10: Postal code/ zip code

What is your language of preference?

• 1: English
• 2: French

B - Main business activity - Question identifier:1.

Please describe the nature of your business.

To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.

B - Main business activity - Question identifier:2.

Please check the one main activity which most accurately represents your main source of revenue.

• 1: General automotive mechanical and electrical repair and maintenance
• 2: Automotive exhaust systems repair
• 3: Automotive body, paint and interior repair and maintenance
• 4: Other specialized motor vehicle repair and maintenance (e.g., brake, radiator, transmission repair shops)
• 5: Automotive glass replacement shops
• 6: Car washes
• 7: All other automotive repair and maintenance (e.g., diagnostic centres, emissions testing, tire repair, oil and lube services)
• 8: Electronic and precision equipment repair and maintenance
• 9: Commercial and industrial machinery and equipment repair and maintenance
• 10: None of the above - Please call the contact telephone number on the cover page for further instructions.

B - Main business activity - Question identifier:3.

Is the sole purpose of this business unit to provide services to your parent company, an affiliated company or a professional practice?

If yes, please specify the name of the parent company or professional practice in the space provided.

• 1: yes, please provide the name of the company or professional practice
• 2: no

C - Reporting period information - Question identifier:1.

Please report information for your fiscal year (normal business year) ending between April 1, YYYY and March 31, YYYY. Please indicate below the period covered by this questionnaire.

• 1: Date from (YYYY MM DD) to (YYYY MM DD)

C - Reporting period information - Question identifier:2.

If the reporting period does not cover a full year, please check the reason(s) below:

• 1: seasonal operations
• 2: new business
• 3: change of fiscal year
• 4: change of ownership
• 5: ceased operations
• 6: temporarily inactive

D - Revenue - Question identifier:1.

Sales of goods and services (e.g., rental and leasing income, commissions, fees, admissions, services revenue) Report net of returns and allowances.

Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business's ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.
Include:
- sales from Canadian locations (domestic and export sales);
- transfers to other business units or a head office of your firm.
Exclude:
- transfers into inventory and consignment sales;
- federal, provincial and territorial sales taxes and excise duties and taxes;
- intercompany sales in consolidated financial statements.

D - Revenue - Question identifier:2.

Grants, subsidies, donations and fundraising

Please report contributions received during the reporting period.
Include:
- non-repayable grants, contributions and subsidies from all levels of government;
- revenue from private sector (corporate and individual) sponsorships, donations and fundraising.

D - Revenue - Question identifier:3.

Royalties, rights, licensing and franchise fees

A royalty is defined as a payment received by the holder of a copyright, trademark or patent.
Please include revenue received from the sale or use of all intellectual property rights of copyrighted musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.

D - Revenue - Question identifier:4.

Investment income (dividends and interest)

Investment income is defined as the portion of a company's income derived from its investments, including dividends and interest on stocks and bonds.
Include interest from:
- foreign sources;
- bonds and debentures;
- mortgage loans;
- G.I.C. interest;
- loan interest;
- securities interest and deposits with bank interest.
Exclude:
- equity income from investments in subsidiaries or affiliates; these amounts should be reported in section E, at question 25.

D - Revenue - Question identifier:5.

Other revenue
(please specify):

Include:
- amounts not included in questions 1 to 4 above.

D - Revenue - Question identifier:6.

Total revenue (sum of questions 1 to 5)

The sum of questions 1 to 5.

E - Expenses - Question identifier:1.

Salaries and wages of employees who have been issued a T4 statement

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 - Statement of Remuneration Paid) before deductions for this reporting period.
Include:
- vacation pay;
- bonuses (including profit sharing);
- employee commissions;
- taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays);
- severance pay.
Exclude:
- all payments and expenses associated with casual labour and outside contract workers; please report these amounts in this section, at question 5.

E - Expenses - Question identifier:2.

Employer portion of employee benefits (include employer contributions to pension, medical/life insurance plans, employment insurance, etc.)

Include contributions to:
- health plans;
- insurance plans;
- employment insurance;
- pension plans;
- workers' compensation;
- contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans;
- contributions to provincial and territorial health and education payroll taxes.

E - Expenses - Question identifier:3.

Commissions paid to non-employees

Please report commission payments to outside workers without a T4 - Statement of Remuneration Paid.
Include:
- commission payments to independent real
estate agents and brokers.

E - Expenses - Question identifier:4.

Professional and business services fees (e.g., legal, accounting)

Include:
- legal;
- accounting and auditing;
- consulting;
- education and training;
- architect;
- appraisal;
- management and administration.

E - Expenses - Question identifier:5.

Subcontract expenses (include contract labour, contract work and custom work)

Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.
Include:
- hired casual labour and outside contract workers.

E - Expenses - Question identifier:6.

Charges for services provided by your head office

Include:
- parent company reimbursement expenses and interdivisional expenses.

E - Expenses - Question identifier:7.

Cost of goods sold, if applicable (purchases plus opening inventory minus closing inventory)

Report cost of purchased goods that were resold during the reporting period. If applicable, report cost of goods and material used in manufacturing of sold products.
Include:
- goods purchased for resale: purchases during the period (including freight-in) plus opening inventory less closing inventory;
- materials used in manufacturing of products sold: report only the material component of cost of finished manufactured goods that were sold during the reporting period.
Exclude:
- direct and indirect labour costs (salaries, wages, benefits, and commissions);
- overhead and all other costs normally charged to cost of goods sold, such as depreciation, energy costs, utilities, sub-contracts, royalties, transportation, warehousing, insurance, rental and leasing; these expenses should be reported elsewhere in the detailed categories provided.

E - Expenses - Question identifier:8.

Office supplies

Include:
- office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines;
- diskettes and computer upgrade expenses;
- data processing.
Exclude:
- postage and courier;
- telephone, Internet and other telecommunications expenses (please report this amount in this section, at question 14).

E - Expenses - Question identifier:9.

Rental and leasing (include rental of premises, equipment, motor vehicles, etc.)

Include:
- lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses;
- motor vehicle rental and leasing expenses;
- rental and leasing of computer and peripheral expenses;
- studio lighting and scaffolding, and other machinery and equipment expenses;
- fuel and other utility costs covered in your rental and leasing contracts.

E - Expenses - Question identifier:10.

Repair and maintenance (e.g., property, equipment, vehicles)

Include expenses for the repair and maintenance of:
- buildings and structures;
- vehicles (including vehicle fuel);
- machinery and equipment;
- security equipment;
- costs related to materials, parts and external labour associated with these expenses.
Also include janitorial and cleaning services and garbage removal.

E - Expenses - Question identifier:11.

Insurance (include professional liability, motor vehicles, etc.)

Include:
- professional and other liability insurance;
- motor vehicle and property insurance;
- executive life insurance;
- bonding, business interruption insurance and fire insurance.
Insurance recovery income should be deducted
from insurance expenses.

E - Expenses - Question identifier:12.

Advertising, marketing and promotions (report charitable donations at question 22)

Include:
- newspaper advertising and media expenses;
- catalogues, presentations and displays;
- meeting and convention expenses;
- tickets for theatre, concerts and sporting events
for business promotion;
- fundraising expenses.

E - Expenses - Question identifier:13.

Travel, meals and entertainment

Include:
- passenger transportation, accommodation and meals while travelling;
- other travel allowances as well as meal, entertainment and hospitality purchases for clients.

E - Expenses - Question identifier:14.

Utilities and telecommunications expenses (include gas, heating, hydro, water, telephone and Internet expenses)

Include:
- diesel, fuel wood, natural gas, oil and propane;
- sewage.
Exclude:
- energy expenses covered in your rental and leasing contracts;
- vehicle fuel.

E - Expenses - Question identifier:15.

Property and business taxes, licences and permits

Include:
- property taxes paid directly and property transfer taxes;
- vehicle licence fees;
- beverage taxes and business taxes;
- trade licence fees;
- membership fees and professional licence fees.

E - Expenses - Question identifier:16.

Royalties, rights, licensing and franchise fees

Include:
- amounts paid to holders of patents, copyrights, performing rights and trademarks;
- gross overriding royalty expenses and direct royalty costs;
- resident and non-resident royalty expenses;
- franchise fees.

E - Expenses - Question identifier:17.

Delivery, warehousing, postage and courier

Include:
- amounts paid for courier, custom fees, delivery and installation;
- distribution, ferry charges and cartage;
- freight and duty, shipping, warehousing and storage.

E - Expenses - Question identifier:18.

Financial services fees

Include:
- explicit service charges for financial services;
- credit and debit card commissions and charges;
- collection expenses and transfer fees;
- registrar and transfer agent fees;
- security and exchange commission fees;
- other financial service fees.
Exclude:
- interest expenses.

E - Expenses - Question identifier:19.

Interest expenses

Please report the cost of servicing your company's debt.
Include interest on:
- short-term and long-term debt;
- capital leases;
- bonds and debentures and mortgages.

E - Expenses - Question identifier:20.

Amortization and depreciation of tangible and intangible assets

Include:
- direct cost depreciation of tangible assets
and amortization of leasehold improvements;
- amortization of intangible assets
(e.g., amortization of goodwill, deferred charges, organizational costs, and research and development costs).

E - Expenses - Question identifier:21.

Bad debts

A bad debt is the portion of receivables deemed uncollectible, typically from accounts receivable or loans.
Include:
- allowance for bad debts.
Bad debt recoveries are to be netted from bad debt expenses.

E - Expenses - Question identifier:22.

All other expenses
(please specify):

Include:
- amounts not included in questions 1 to 21;
- charitable and political expenses;
- research and development expenses;
- recruiting expenses.

E - Expenses - Question identifier:23.

Total expenses (sum of questions 1 to 22)

The sum of questions 1 to 22.

E - Expenses - Question identifier:24.

Corporate taxes, if applicable

Include:
- federal, provincial and territorial current income taxes and federal, provincial and territorial provision for deferred income taxes.

E - Expenses - Question identifier:25.

Gains (losses) and other items (see reporting guide)

Include:
- realized gains/losses on disposal of assets and realized gains/losses on sale of investments;
- foreign exchange gains/losses, subsidiary/affiliate share of income/losses and other division
income/losses;
- joint venture income/losses and partnership income/losses
- unrealized gains/losses, extraordinary items, legal settlements, and other unusual items;
- write-offs.

E - Expenses - Question identifier:26.

Net profit/loss after tax and other items (see reporting guide)

Total revenue less Total expenses minus Corporate taxes plus Gains (losses) and other items.

Please provide a breakdown of your sales from:

F - Industry characteristics - Question identifier:1.

Automotive repair and maintenance

F - Industry characteristics - Question identifier:a)

Automobiles and light trucks

• i: repair and maintenance (exclude washing, and regulatory inspections)
• ii: regulatory safety and emissions inspection services
• iii: washing and cleaning services

F - Industry characteristics - Question identifier:b)

Heavy trucks and buses

• i: repair and maintenance (exclude washing, and regulatory inspections)
• ii: regulatory safety and emissions inspection services
• iii: washing and cleaning services

F - Industry characteristics - Question identifier:c)

Motor homes, travel trailers and campers

• i: repair and maintenance (include cleaning and washing services, regulatory inspections)

F - Industry characteristics - Question identifier:2.

Electronic and precision equipment repair and maintenance

• a): computer hardware and software
• b): communication and navigation equipment
• c): office equipment (exclude computer hardware and
  peripherals)
• d): consumer electronics (exclude computers)
• e): electronic medical equipment
• f): other electronic and precision equipment

F - Industry characteristics - Question identifier:3.

Commercial and industrial machinery and equipment repair and maintenance

• a): agricultural, construction, mining and forestry machinery
  and equipment (exclude cleaning)
• b): commercial and service industry machinery and
  equipment (exclude cleaning)
• c): manufacturing and metalworking machinery and
  equipment (exclude cleaning)
• d): commercial refrigeration equipment (exclude cleaning)
• e): other machinery and equipment (exclude cleaning)
• f): industrial and commercial machinery and equipment
  cleaning services (e.g., high pressure water,
  chemicals, vacuuming)

Sales not reported previously:

F - Industry characteristics - Question identifier:4.

Sale of merchandise, parts and accessories (for re-sale in the same condition as purchased - please refer to reporting guide)

F - Industry characteristics - Question identifier:5.

Other sales
(please specify):

All other sales of services not specified elsewhere such as:
- business incorporation services;
- personal financial planning services;
- legal services;
- accounting training services;
- litigation support services;
- business valuation services;
- computerized accounting systems services.
(Please specify):
Please indicate any major items associated with the revenue reported for this category on the line provided. Sales from these goods and services, while not generally part of your principal source of revenue, complete the financial picture of the activities of your business unit.

F - Industry characteristics - Question identifier:6.

Total sales (sum of questions 1 to 5)

Inventory

Parts and accessories

For each category, please report the Value of opening inventory and the Value of closing inventory.

F - Industry characteristics - Question identifier:7.

Parts used in repair work only

F - Industry characteristics - Question identifier:8.

Other over-the-counter merchandise

F - Industry characteristics - Question identifier:9.

Total inventory (sum of questions 7 and 8)

G - Personnel - Question identifier:1.

Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

G - Personnel - Question identifier:2.

Paid employees

G - Personnel - Question identifier:a)

Average number of paid employees during the reporting period (see reporting guide)

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 and proprietors, non-salaried reported
at question 1 above.

G - Personnel - Question identifier:b)

Percentage of paid employees (from question 2a) who worked full time

Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.

G - Personnel - Question identifier:3.

Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.

Please provide a percentage breakdown of your sales by type of client.

H - Sales by type of client - Question identifier:1.

Clients in Canada

H - Sales by type of client - Question identifier:a)

Businesses

Percentage of sales sold to the business sector should be reported here.
Include:
- sales to Crown corporations.

H - Sales by type of client - Question identifier:b)

Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

H - Sales by type of client - Question identifier:c)

Governments, not-for-profit organizations and public institutions (e.g., hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.
Include:
- sales to hospitals, schools, universities and public utilities.

H - Sales by type of client - Question identifier:2.

Clients outside Canada

Total: 100%

J - International transactions

Exports - Question identifier:1.

Did you receive revenue from clients outside Canada for the export of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 2, 3 and 4
• 2: no, go to question 5

J - International transactions

Exports - Question identifier:2.

Please report revenue received from exports. (Please report in Canadian dollars)

J - International transactions

Exports - Question identifier:3.

Please provide a percentage breakdown of exports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

J - International transactions

Exports - Question identifier:4.

Please provide a percentage breakdown of exports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Imports - Question identifier:5.

Did you make payments to suppliers outside Canada for the import of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 6, 7 and 8
• 2: no, go to next section

Imports - Question identifier:6.

Please report payments made for imports. (Please report in Canadian dollars)

Imports - Question identifier:7.

Please provide a percentage breakdown of imports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

Imports - Question identifier:8.

Please provide a percentage breakdown of imports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Name of person to contact about this questionnaire:

• 1: Mr.
• 2: Mrs.
• 3: Miss
• 4: Ms

• 1: Last name
• 2: First name
• 3: Title
• 4: Telephone number
• 5: Extension number
• 6: Fax number
• 7: E-mail address
• 8: Website address

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

• 1: yyyy mm dd

We invite your comments below. Please be assured that we review all comments with the intent of improving the survey.