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An Integrated Approach to Economic Statistics “The Canadian Experience”. Workshop on Manufacturing Statistics for African Countries. Peter Lys Director General, Industry Statistics Branch Lusaka, Zambia May 4 to 7, 2009. UES Background Integrated Approach Principles Survey Characteristics

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slide1

An Integrated Approach toEconomic Statistics“The Canadian Experience”

Workshop on Manufacturing Statistics for African Countries

Peter Lys

Director General, Industry Statistics Branch

Lusaka, Zambia

May 4 to 7, 2009

overview of the presentation
UES Background

Integrated Approach Principles

Survey Characteristics

Integrated Questionnaire

Business Register

Administrative Data

Sampling

Collection

Data Processing

Response Management

Management of the UES

Future

Achievements

Overview of the presentation

Statistics Canada • Statistique Canada

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

1.0 Unified Enterprise Statistics - Background

Statistics Canada • Statistique Canada

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

Statistics Canada • Statistique Canada

2 0 integrated approach principles continued
Centralized Data Collection

Enterprise Portfolio Managers

Common Generic Processing Systems and Methods

Centralized Warehouse for processing and some analysis

2.0 Integrated Approach Principles (continued)

Statistics Canada • Statistique Canada

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

3.0 Survey Characteristics

Statistics Canada • Statistique Canada

4 0 integrated questionnaire
Facilitate operations at all survey steps

Easier to add or delete content

Reduces response burden

Allows comparison of data from various sources

Capacity to link survey cells with administrative data

4.0 Integrated Questionnaire

Statistics Canada • Statistique Canada

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)

4.1 Improvements to Survey Content

Statistics Canada • Statistique Canada

4 2 chart of accounts

Operating

Surplus

Shipments

Value

added

Outputs

Inputs

GDP

EBIT

Sales

Gross

profit

Operating

revenue

Cost of

sales

Expenses

4.2 Chart of Accounts

COLLECTION-Data Inputs

CONCORDANCE

Data Outputs

Statistics Canada • Statistique Canada

4 3 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 Benefits of a Chart of Accounts

Statistics Canada • Statistique Canada

4 4 integrated questionnaire meta data system iqms
Store Survey metadata

Definitions of variables

Codes

Edits

Derived variables

Facilitate operations and changes

4.4 Integrated Questionnaire Meta data System (IQMS)

Statistics Canada • Statistique Canada

4 5 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 Bank of Survey cells

Statistics Canada • Statistique Canada

4 6 characteristics questions
Specific to each Industry

Commodities for manufacturing

Details for services

Services outputs

Services inputs (to come)

4.6 Characteristics Questions

Statistics Canada • Statistique Canada

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

Source for business demographic data

5.0 Business Register (BR)

Statistics Canada • Statistique 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

5.1 Business Register - Coverage

Statistics Canada • Statistique Canada

slide16
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

Statistics Canada • Statistique Canada

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

5.2 Business Register – Key Variables (continued)

Statistics Canada • Statistique Canada

5 3 br structure
5.3 BR Structure

Business Accounting

Operating Unit

Business Entity 

Investment center 

Profit center 

Cost center 

Revenue center 

Statistical Structure

Statistical Unit

Enterprise

Company

Establishment

Location

Location

Statistics Canada • Statistique Canada

slide19
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)

5.4 Business Register – Source

of Updates

Statistics Canada • Statistique Canada

slide20
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)

5.5 Business Register – Overall

Principals and Lessons

Statistics Canada • Statistique Canada

6 0 tax data at stc
Obtained from the Canadian Revenue Agency (CRA)

Agreement between CRA and STC

One way flow

T1 (unincorporated businesses)

T2 (incorporated businesses)

T4 (pay slips)

GST (goods and service tax)

PD7 (payroll deduction accounts)

6.0 Tax Data at STC

Statistics Canada • Statistique Canada

6 1 use of tax data
Significant process since 1997

Close to 600,000 small simple establishments (under threshold) - Macro adjustment

17,000 additional simple establishments

Tax data used in editing and imputation

Result

Almost 65% of units replaced by tax data

6.1 Use of Tax data

Statistics Canada • Statistique Canada

6 2 other uses of tax data
Validation (comparison)

Verify suspicious data against the equivalent tax data record

Imputation

One of the methods used for non-response

Estimation

Below take-none

Direct Data Replacement

Some annual surveys 100% tax (Taxi & Limousines, Survey of Mapping)

Update Business Register

Allocation of survey data ( use tax revenues, salaries and expenses)

6.2 Other Uses of Tax Data

Statistics Canada • Statistique Canada

7 0 sampling
Time-in sample is managed by sample control file (SCF)

Stratified Random Sample

Industry (NAICS 4)

Province

Size

1 Take-all stratum

2 Take-some strata (50% of units replaced by tax)

Take-none strata (under Royce-Maranda thresholds)

7.0 Sampling

Statistics Canada • Statistique Canada

7 1 sampling process
7.1 Sampling Process

BR

(2.3M businesses)

Survey Universe File

(2M businesses)

Tax Est’d

(1.3M)

Sample Control File

(700K businesses)

UES Sample

(70K businesses)

55K CEs

Survey Interface File

38K CEs / Questionnaires

Tax Replacements

17K CEs

Statistics Canada • Statistique Canada

7 2 stratification in one look
7.2 Stratification in One Look

Cell

Take-all

Take-some 2

Must take

units

Samplingrevenue

Exclusion Thresholds:

To reduce response burden on small enterprises

Take-some 1

Take-none

Statistics Canada • Statistique Canada

7 3 ry2007 methodology tax replacement
7.3 RY2007 Methodology: Tax Replacement

T1

T2

Main sample to be surveyed

Main sample to be surveyed

Not eligible for tax : questionnaire

Characteristic survey (some Services surveys) or questionnaire (all other divisions)

Tax replaced

ROYCE-MARANDA THRESHOLDS

T1 Take-None:

Sample of e-filers

T2 Take-None:

Census of General Index of Financial Information (GIFI)

Statistics Canada • Statistique Canada

8 0 collection
8.0 Collection

Score Function

Pre-Contact

Mailout

Edit / Verification

(BLAISE)

Receipt

(75% target)

“Clean” Records

Delinquent Follow-Up

Capture / Imaging

Statistics Canada • Statistique Canada

9 0 centralized processing systems and databases
Develop centralized systems

Move away from stand-alone

Single point of access for security

Integrated Questionnaire Metadata System

Edit and imputation

Allocation and Estimation

Data Warehouse

9.0 Centralized Processing Systems and Databases

Statistics Canada • Statistique Canada

9 1 post collection processing
9.1 Post-Collection Processing

“Clean” Records

Tax Data

Central Data

Store

Pre-Grooming

USTART

Edit & Imputation

Subject Matter

Review & Correction

Tool

Allocation /

Estimation

Statistics Canada • Statistique Canada

10 0 holistic response management strategy
Segments UES survey population into 4 tiers based on their importance to estimates and their eligibility for tax replacement

Tier I: most important, small in number big in impact

Tier II: important but slightly less complex

Tier III: medium-sized businesses (bulk of sample)

Tier IV: smallest units; excluded from collection; tax data used

Allows us to optimize response management efforts to get greatest ROI

10.0 Holistic Response Management Strategy

Statistics Canada • Statistique Canada

10 1 respondent burden reduction
Reduced size of questionnaires

From 12-14 pages to 4-5 pages

Use of the Chart of Accounts

Related to the use of tax data

Ombudsman function

Enterprise Portfolio Managers

Escalation

Result

40% reduction of # of hours between 2000 to 2004

10.1 Respondent Burden Reduction

Statistics Canada • Statistique Canada

11 0 management of the ues
11.0 Management of the UES
  • ESD provides functional support and coordination
  • A series of committees is charged with process clarification & decision making

Project Management Team

Operations Management Committee

Frame

Operations

Sampling

Tax Data

Operations

Content /

Collection

Processing

Operations

Statistics Canada • Statistique Canada

12 0 future direction
STC recently launched a major initiative to:

Increase relevance of statistical programs

Generate ongoing efficiencies

Decrease risks to statistical programs

12.0 Future Direction

Statistics Canada • Statistique Canada

12 1 collection business architecture
Extend UES principles to all business surveys

Adopt common IT systems, tools and hardware

Standardize subject matter analytical tools

Simplify data movement through collective use of data stores, warehouses and common data transmission tools

12.1 Collection Business Architecture

Statistics Canada • Statistique Canada

12 2 expected benefits
Improved quality assurance

Reduced risks

Sustainable production

Increased staff mobility

Program renewal

12.2 Expected Benefits

Statistics Canada • Statistique Canada

13 0 achievements
Timeliness

Efficiency

Coherent Data

Centralized Processing Systems and Databases

Use of Tax Data/Respondent Burden Reduction

13.0 Achievements

Statistics Canada • Statistique Canada

contact information
Peter Lys

Director General, Industry Statistics Branch

Statistics Canada

Jean Talon Building, 13th Floor

Tunney's Pasture

Ottawa, Ontario, Canada KIA 0T6

Telephone: (613) 951-4071

Fax: (613) 951-0411

E-mail: peter.lys@statcan.gc.ca

Contact Information

Statistics Canada • Statistique Canada