Form 1 Content of Survey

Generic Clearance for Census Bureau Field Tests and Evaluations

Attachment B - Content_11232022.xlsx

ECON - Annual Integrated Economic Survey (AIES) Phase II Pilot Research Program

OMB: 0607-0971

Document [xlsx]

Download: xlsx | pdf

Overview

All Qs together
Years 2+

Sheet 1: All Qs together

Row ID
DO NOT CHANGE

Topic/Q group

Jamie Back (CENSUS/EWD FED): AIES Universe = NAICS Universe except 111, 112, 491, 54112, 814 and 92. Who gets it at each level?

Company Level

Industry Level

Prelisted Establishment Level

Added Establishment Level

Draft Question Title

Question

Instructions

Draft Variable Names for AIES

Response Options

[Threaded comment] Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924 Comment: @Heidi M St Onge (CENSUS/ADEP FED) I updated this column to reflect more questions that appeared to be "Correctable", left the radio buttons as "N/A", and the ones that specified no changes can be made, left as "Not Correctable. I have a comment about the autosum? Is that one correctable? Reply: @Shannon Eileen Lancaster (CENSUS/EID CTR) that is a good question. @Jamie Back (CENSUS/ADEP FED) could we talk through this so we can provide an answer? Reply: @Shannon Eileen Lancaster (CENSUS/EID CTR) and @Heidi M St Onge (CENSUS/ADEP FED) We can schedule a meeting Friday, 11/4, if everyone is working. Reply: @Jamie Back (CENSUS/ADEP FED) yes I'm here this afternoon. @Shannon Eileen Lancaster (CENSUS/EID CTR) can you meet? Reply: @Shannon Eileen Lancaster (CENSUS/EID CTR) - Was there a reason we were updating this? I don't think this field was part of the assigned work for QDM. Reply: @Heidi M St Onge (CENSUS/ADEP FED) Good question! I probably expanded the field accidentally. If this is not a field, you can disregard that question. I saw there was an answer in another row and thought that I needed to complete it as well. But I am happy to disregard. Reply: @Shannon Eileen Lancaster (CENSUS/EID CTR) This was a reference row for your task. The updates you made are now showing that non-prefilled responses are correctable, which is not what we want here. Please ask before making any changes to parts of the Legend that are outside of your assignment area if you think there are errors. Correctable if pre-filled?

(restored 11/7/22-JB)

Apply Logic?

Logic/condition/validation

ACES Annual Variable Name

ACES Census Variable Name

ARTS Annual Variable Name

ARTS Census Variable Name

ASM Annual Variable Name

ASM Census Variable Name

AWTS Annual Variable Name

AWTS Census Variable Name

COS Annual Variable Name

COS Census Variable Name

SAS Annual Variable Name

SAS Census
Variable Name (EC17)

M3UFO Annual Variable Name

M3UFO Census Variable Name

Comments

Heidi Response

Response Option - Min Length (Lora's column J)

Response Option - Max Length (Lora's column J)

Screen Name (Lora's column R)

Screen Sequence

Question Name (column H) (Lora's Column BV)

Question Sequence

Response Name (Question Name + "response") (Lora's column DP)

Response Type Name (Lora's column DR)

Response Validation Type (Lora's column ED)

In Answer List Spreadsheet

(SHANNON) Checkbox/Dropdown/RADIOBUTTON

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

113110, 113210, 113310, 114111, 114112, 114119, 114210, 115111, 115112, 115113, 115114, 115115, 115116, 115210, 115310, 211120, 211130, 211130, 212111, 212112, 212113, 212210, 212221, 212222, 212230, 212291, 212299, 212311, 212312, 212313, 212319, 212321, 212322, 212324, 212325, 212391, 212392, 212393, 212399, 213111, 213112, 213113, 213114, 213115, 221111, 221112, 221113, 221114, 221115, 221116, 221117, 221118, 221121, 221122, 221210, 221310, 221320, 221330, 236115, 236116, 236117, 236118, 236210, 236220, 237110, 237120, 237130, 237210, 237310, 237990, 238110, 238120, 238130, 238140, 238150, 238160, 238170, 238190, 238210, 238220, 238290, 238310, 238320, 238330, 238340, 238350, 238390, 238910, 238990, 311111, 311119, 311211, 311212, 311213, 311221, 311224, 311225, 311230, 311313, 311314, 311340, 311351, 311352, 311411, 311412, 311421, 311422, 311423, 311511, 311512, 311513, 311514, 311520, 311611, 311612, 311613, 311615, 311710, 311811, 311812, 311813, 311821, 311824, 311830, 311911, 311919, 311920, 311930, 311941, 311942, 311991, 311999, 312111, 312112, 312113, 312120, 312130, 312140, 312230, 313110, 313210, 313220, 313230, 313240, 313310, 313320, 314110, 314120, 314910, 314994, 314999, 315110, 315190, 315210, 315220, 315240, 315280, 315990, 316110, 316210, 316992, 316998, 321113, 321114, 321211, 321212, 321213, 321214, 321219, 321911, 321912, 321918, 321920, 321991, 321992, 321999, 322110, 322121, 322122, 322130, 322211, 322212, 322219, 322220, 322230, 322291, 322299, 323111, 323113, 323117, 323120, 324110, 324121, 324122, 324191, 324199, 325110, 325120, 325130, 325180, 325193, 325194, 325199, 325211, 325212, 325220, 325311, 325312, 325314, 325320, 325411, 325412, 325413, 325414, 325510, 325520, 325611, 325612, 325613, 325620, 325910, 325920, 325991, 325992, 325998, 326111, 326112, 326113, 326121, 326122, 326130, 326140, 326150, 326160, 326191, 326199, 326211, 326212, 326220, 326291, 326299, 327110, 327120, 327211, 327212, 327213, 327215, 327310, 327320, 327331, 327332, 327390, 327410, 327420, 327910, 327991, 327992, 327993, 327999, 331110, 331210, 331221, 331222, 331313, 331314, 331315, 331318, 331410, 331420, 331491, 331492, 331511, 331512, 331513, 331523, 331524, 331529, 332111, 332112, 332114, 332117, 332119, 332215, 332216, 332311, 332312, 332313, 332321, 332322, 332323, 332410, 332420, 332431, 332439, 332510, 332613, 332618, 332710, 332721, 332722, 332811, 332812, 332813, 332911, 332912, 332913, 332919, 332991, 332992, 332993, 332994, 332996, 332999, 333111, 333112, 333120, 333131, 333132, 333241, 333242, 333243, 333244, 333249, 333314, 333316, 333318, 333413, 333414, 333415, 333511, 333514, 333515, 333517, 333519, 333611, 333612, 333613, 333618, 333912, 333914, 333921, 333922, 333923, 333924, 333991, 333992, 333993, 333994, 333995, 333996, 333997, 333999, 334111, 334112, 334118, 334210, 334220, 334290, 334310, 334412, 334413, 334416, 334417, 334418, 334419, 334510, 334511, 334512, 334513, 334514, 334515, 334516, 334517, 334519, 334613, 334614, 335110, 335121, 335122, 335129, 335210, 335220, 335311, 335312, 335313, 335314, 335911, 335912, 335921, 335929, 335931, 335932, 335991, 335999, 336111, 336112, 336120, 336211, 336212, 336213, 336214, 336310, 336320, 336330, 336340, 336350, 336360, 336370, 336390, 336411, 336412, 336413, 336414, 336415, 336419, 336510, 336611, 336612, 336991, 336992, 336999, 337110, 337121, 337122, 337124, 337125, 337127, 337211, 337212, 337214, 337215, 337910, 337920, 339112, 339113, 339114, 339115, 339116, 339910, 339920, 339930, 339940, 339950, 339991, 339992, 339993, 339994, 339995, 339999, 423110, 423120, 423130, 423140, 423210, 423220, 423310, 423320, 423330, 423390, 423410, 423420, 423430, 423440, 423450, 423460, 423490, 423510, 423520, 423610, 423620, 423690, 423710, 423720, 423730, 423740, 423810, 423820, 423830, 423840, 423850, 423860, 423910, 423920, 423930, 423940, 423990, 424110, 424120, 424130, 424210, 424310, 424320, 424330, 424340, 424410, 424420, 424430, 424440, 424450, 424460, 424470, 424480, 424490, 424510, 424520, 424590, 424610, 424690, 424710, 424720, 424810, 424820, 424910, 424920, 424930, 424940, 424950, 424990, 425110, 425120, 441110, 441120, 441210, 441222, 441228, 441310, 441320, 442110, 442210, 442291, 442299, 443141, 443142, 444110, 444120, 444130, 444190, 444210, 444220, 445110, 445120, 445210, 445220, 445230, 445291, 445292, 445299, 445310, 446110, 446120, 446130, 446191, 446199, 447110, 447190, 448110, 448120, 448130, 448140, 448150, 448190, 448210, 448310, 448320, 451110, 451120, 451130, 451140, 451211, 451212, 452210, 452311, 452319, 453110, 453210, 453220, 453310, 453910, 453920, 453930, 453991, 453998, 454110, 454210, 454310, 454390, 481111, 481112, 481211, 481212, 481219, 482111, 482112, 483111, 483112, 483113, 483114, 483211, 483212, 484110, 484121, 484122, 484210, 484220, 484230, 485111, 485112, 485113, 485119, 485210, 485310, 485320, 485410, 485510, 485991, 485999, 486110, 486210, 486910, 486990, 487110, 487210, 487990, 488111, 488119, 488190, 488210, 488310, 488320, 488330, 488390, 488410, 488490, 488510, 488991, 488999, 492110, 492210, 493110, 493120, 493130, 493190, 511110, 511120, 511130, 511140, 511191, 511199, 511210, 512110, 512120, 512131, 512132, 512191, 512199, 512230, 512240, 512250, 512290, 515111, 515112, 515120, 515210, 517311, 517312, 517410, 517911, 517919, 518210, 519110, 519120, 519130, 519190, 521110, 522110, 522120, 522130, 522190, 522210, 522220, 522291, 522292, 522293, 522294, 522298, 522310, 522320, 522390, 523110, 523120, 523130, 523140, 523210, 523910, 523920, 523930, 523991, 523999, 524113, 524114, 524126, 524127, 524128, 524130, 524210, 524291, 524292, 524298, 525110, 525120, 525190, 525910, 525920, 525990, 531110, 531120, 531130, 531190, 531210, 531311, 531312, 531320, 531390, 532111, 532112, 532120, 532210, 532281, 532282, 532283, 532284, 532289, 532310, 532411, 532412, 532420, 532490, 533110, 541110, 541191, 541199, 541211, 541213, 541214, 541219, 541310, 541320, 541330, 541340, 541350, 541360, 541370, 541380, 541410, 541420, 541430, 541490, 541511, 541512, 541513, 541519, 541611, 541612, 541613, 541614, 541618, 541620, 541690, 541713, 541714, 541715, 541720, 541810, 541820, 541830, 541840, 541850, 541860, 541870, 541890, 541910, 541921, 541922, 541930, 541940, 541990, 551111, 551112, 551114, 561110, 561210, 561311, 561312, 561320, 561330, 561410, 561421, 561422, 561431, 561439, 561440, 561450, 561491, 561492, 561499, 561510, 561520, 561591, 561599, 561611, 561612, 561613, 561621, 561622, 561710, 561720, 561730, 561740, 561790, 561910, 561920, 561990, 562111, 562112, 562119, 562211, 562212, 562213, 562219, 562910, 562920, 562991, 562998, 611110, 611210, 611310, 611410, 611420, 611430, 611511, 611512, 611513, 611519, 611610, 611620, 611630, 611691, 611692, 611699, 611710, 621111, 621112, 621210, 621310, 621320, 621330, 621340, 621391, 621399, 621410, 621420, 621491, 621492, 621493, 621498, 621511, 621512, 621610, 621910, 621991, 621999, 6221101, 6221102, 6222101, 6222102, 6223101, 6223102, 623110, 623210, 623220, 623311, 623312, 623990, 624110, 624120, 624190, 624210, 624221, 624229, 624230, 624310, 624410, 711110, 711120, 711130, 711190, 7112111, 7112112, 7112119, 7112121, 7112122, 7112123, 7112191, 7112192, 711310, 711320, 711410, 711510, 712110, 712120, 712130, 712190, 713110, 713120, 713210, 713290, 713910, 713920, 713930, 713940, 713950, 713990, 721110, 721120, 721191, 721199, 721211, 721214, 721310, 722310, 722320, 722330, 722410, 722511, 722513, 722514, 722515, 811111, 811112, 811113, 811118, 811121, 811122, 811191, 811192, 811198, 811211, 811212, 811213, 811219, 811310, 811411, 811412, 811420, 811430, 811490, 812111, 812112, 812113, 812191, 812199, 812210, 812220, 812310, 812320, 812331, 812332, 812910, 812921, 812922, 812930, 812990, 813110, 813211, 813212, 813219, 813311, 813312, 813319, 813410, 813910, 813920, 813930, 813940, 813990

New Establishment ID

Please use the instructions to give your added establishment an identification number

To add locations:
Data for new locations should be entered into blank rows.
For RECORD_CFN:
Use the following 10-character format: ADD_000001, ADD_000002, ADD_000003, etc. Do NOT use ADD_000000.
Numbers must be unique for each added location
For example, if you add a location ADD_000001, that code may not be used again, instead the next location should be ADD_000002

REPORTING_ID

Numeric (set limit based on ID convention)

N/A

N/A

RECORD_CFN

N/A

ADD_000001
only for spreadsheet reporters

N/A

Numeric (set limit based on ID convention)

AIES_PHYSLOC_REPORTING_ID

AIES Newly Added Establishment ID Number

AIES Newly Added Establishment ID Number Response

TEXT

Number

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Open date

Date the location opened or is expected to open

N/A

ADD_OPEN_DATE

MM/DD/YYYY

N/A

N/A

ADD_DATE_OPEN

N/A

ADD_DATE_OPEN

N/A

AIES_PHYSLOC_OPEN_DATE

AIES Newly Added Establishment ID Number

AIES Newly Added Establishment ID Number Response

TEXT

Date

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: Name1

What is Name 1 of this added establishment?

N/A

PHYSLOC_ADDR_NAME1_TXT

Text
Maximum length is 36 characters

N/A

N/A

RECORD_NAME1

Name 1

N/A

RECORD_NAME1

N/A

RECORD_NAME1

N/A

AIES_PHYSLOC_ADDR_NAME1_TXT

AIES Newly Added Establishment Mailing Address_01

AIES Newly Added Establishment Mailing Address_01 Response

TEXT

Character

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: Name2

What is Name 2 of this added establishment?

N/A

PHYSLOC_ADDR_NAME2_TXT

Text
Maximum length is 36 characters

N/A

N/A

RECORD_NAME2

Name 2

N/A

RECORD_NAME2

N/A

RECORD_NAME2

N/A

AIES_PHYSLOC_ADDR_NAME2_TXT

AIES Newly Added Establishment Mailing Address_02

AIES Newly Added Establishment Mailing Address_02 Response

TEXT

Character

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: Street

What is the number and street of this added establishment?

N/A

PHYSLOC_ADDR_STREET_TXT

Text
Maximum length is 36 characters

N/A

N/A

PHYSLOC_ADDR_STREET

Address

N/A

ADDR_STREET

N/A

PHYSLOC_ADDR_STREET

N/A

AIES_PHYSLOC_ADDR_STREET_TXT

AIES Newly Added Establishment Physical Address Street

AIES Newly Added Establishment Physical Address Street Response

TEXT

Character

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: City

What is the city, town, village, etc. of this added establishment?

N/A

PHYSLOC_ADDR_CITY_TXT

Text
Maximum length is 20 characters

N/A

N/A

PHYSLOC_ADDR_CITY

City

N/A

ADDR_CITY

N/A

PHYSLOC_ADDR_CITY

N/A

AIES_PHYSLOC_ADDR_CITY_TXT

AIES Newly Added Establishment Physical Address City

AIES Newly Added Establishment Physical Address City Response

TEXT

Character

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: ST

What is the state of this added establishment?

N/A

PHYSLOC_ADDR_ST_TXT

Use 2-letter state abbreviation

or a Drop down?

N/A

N/A

PHYSLOC_ADDR-ST

N/A

ADDR_ST

N/A

PHYSLOC_ADDR_ST

N/A

AIES_PHYSLOC_ADDR_ST_TXT

AIES Newly Added Establishment Physical Address State

AIES Newly Added Establishment Physical Address State Response

DROPDOWN

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Physical Address: ZIP

What is the ZIP Code of this added establishment?

N/A

PHYSLOC_ADDR_ZIP_NUM

Use 5- or 9-digit ZIP Code

N/A

N/A

PHYSLOC_ADDR_ZIP

ZIP

N/A

ADDR_ZIP

N/A

PHYSLOC_ADDR_ZIP

N/A

AIES_PhysLoc_Addr_Zip_Num

AIES Newly Added Establishment Physical Address Zip Code

AIES Newly Added Establishment Physical Address Zip Code Response

TEXT

Number

N/A

N/A

New/Added Establishment Information

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: EIN

What is the Employer Identification Number (EIN) of this added establishment?

N/A

EIN_NUM

Enter 9-digit EIN

N/A

N/A

EIN_NUM

EIN

N/A

EIN_NUM

N/A

EIN_NUM

N/A

AIES_EIN_Num

AIES Newly Added Establishment EIN

AIES Newly Added Establishment EIN Response

TEXT

EIN

N/A

N/A

Tax Status

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)
Prelisted Estab. Level:
Select SAS (NAICS that can be tax-exempt from forms SA-54011E, SA-54170E, SA-61000, SA-62000, SA-62190, SA-62200, SA-62300, SA-62400E, SA-71002E, SA-71110E, SA-81300)

519120, 519130, 519190, 521110, 522110, 522120, 522130, 522190, 522210, 522220, 522291, 522292, 522293, 522294, 522298, 522310, 541110, 541713, 541714, 541715, 541720, 611410, 611420, 611430, 611511, 611512, 611513, 611519, 611610, 611620, 611630, 611691, 611692, 611699, 611710, 621410, 621420, 621491, 621492, 621493, 621498, 621610, 621910, 621991, 621999, 6221101, 6221102, 6222101, 6222102, 6223101, 6223102, 623110, 623210, 623220, 623311, 623312, 623990, 624110, 624120, 624190, 624210, 624221, 624229, 624230, 624310, 624410, 711110, 711120, 711130, 711190, 711310, 711320, 712110, 712120, 712130, 712190, 713910, 713940, 713990, 813211, 813212, 813219, 813311, 813312, 813319, 813410, 813910, 813920, 813990

Tax Status

Is this establishment operated on a not-for-profit basis?

N/A

NONPROFT_STAT

1= Yes
2= No

N/A

Yes

N/A

N/A

SAS_0031_1
SAS_0031_2

N/A

AIES_NONPROFT_STAT

AIES Nonprofit Status

AIES Nonprofit Status Response

RADIOBUTTON

Yes equals 1 or No equals 2

RADIOBUTTON

Tax Status

Tax Status: Exempt Income Status

Was all or part of the income of this establishment exempt from federal income taxes under section 501 of the Internal Revenue Code?

N/A

TAX_EXEMPT_STAT

1= Yes
2= No

N/A

Yes

Ask if NONPROFT_STAT= 1
All NAICS

N/A

SAS_0030_1
SAS_0030_2

(sectors 61, 62, 54)

TAX_EXEMPT

TAX_EXEMPT_YES
TAX_EXEMPT_NO

N/A

AIES_Tax_Exempt_Status

AIES Tax
Exempt Income Status

RADIOBUTTON

AIES Tax
Exempt Income Status Response

RADIOBUTTON

Yes equals 1 or No equals 2

RADIOBUTTON

Line of Business

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

Major Activity Code

Select the Activity Code that best describes the activity of this establishment.

01 - Agricultural production
02 - Agricultural services
03 - Minerals extraction/ore processing
04 - Mining services/oil and gas fiels services
05 - Utilities
06 - Construction
07 - Manufacturing
08 - Merchant wholesaler
09 - Commission merchant/broker/agent/electronic marketer (business to business)
10 - Manufacturers' sale branch/manufacturers' sales office
11 - Retail
12 - Transportation/public warehousing
13 - Information services/publishing/telecommunications
14 - Finance/insurance
15 - Real estate/renting/leasing
16 - Professional/scientific/technical services
17 - Waste management/remediation service/administrative/support services
18 - Educational services
19 - Health care
20 - Social assistance
21 - Arts/entertainment/recreation
22 - Accommodation/food service
23 - Corporate/subsidiary/regional/managing office
24 - Other

MAJOR_ACT_CODE_STAT

numeric 2-digit activity code

dropdown list, or radio buttons

N/A

N/A

ADD_MAJOR_ACT_CODE

N/A

AIES_Major_Activity_Code

AIES Major Activity Code

AIES Major Activity Code Response

DROPDOWN

Numeric 2-digit Activity Code

DROPDOWN

Line of Business

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

Major Activity Code: Primary products or services

What were the primary products or services of this establishment?

N/A

MAJOR_ACT_CODE_WRTIN_TXT

Text
Maximum length 100 characters.

N/A

N/A

ADD_SELFDSG_WRTIN

N/A

100

AIES_Major_Activity_Code_Writing_Text

AIES Major Activity Code Writing Text

AIES Major Activity Code Writing Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment Acquisition

Was this establishment added as part of a merger or acquisition?

N/A

PREV_OWN_STAT

1= Yes
2= No

N/A

N/A

Industry Level-
SAS_0091_1

N/A

AIES_Previous_Owner_Status

AIES Previous Owner Status

AIES Previous Owner Status Response

RADIOBUTTON

Yes equals 1 or No equals 2

RADIOBUTTON

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership Name1

What was Name1 of former owner or operator?

N/A

PREV_OWN_RECORD_NAME1_TXT

Text
Maximum length is 36 characters

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_RECORD_NAME

Industry Level-
SAS_0017

PREV_OWNER_RECORD_NAME

N/A

AIES_Previous_Owner_Record_Name1_Text

AIES Previous Owner Record Name One Text

AIES Previous Owner Record Name One Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership Name2

What was Name 2 of former owner or operator?

N/A

PREV_OWN_RECORD_NAME2_TXT

Text
Maximum length is 36 characters

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

AIES_Previous_Owner_Record_Name2_Text

AIES Previous Owner Record Name Two Text

AIES Previous Owner Record Name Two Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership Store

What was store or plant of former owner or operator?

N/A

PREV_OWN_STORENUM_TXT

Text

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

Text

AIES_What_was-Store_or_Plant_of_Former_Owner_or_Operator

AIES What was Store or Plant of Former Owner or Operator

AIES What was Store or Plant of Former Owner or Operator Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership Street

What was number and street of former owner or operator?

N/A

PREV_OWN_ADDR_STREET_TXT

Text
Maximum length is 20 characters

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_ADDR_STREET

Industry Level
OWN_STREET

PREV_OWNER_ADDR_STREET

N/A

AIES_Previous_Owner_Address_Street_Text

AIES Previous Owner Address Street Text

AIES Previous Owner Address Street Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership City

What was city, town, village, etc. of former owner or operator?

N/A

PREV_OWN_ADDR_CITY_TXT

Text
Maximum length is 20 characters

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_ADDR_CITY

Industry level only

OWN_CITY

PREV_OWNER_ADDR_CITY

N/A

AIES_Previous_Owner_Address_City_Text

AIES Previous Owner Address City Text

AIES Previous Owner Address City Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership ST

What was state of former owner or operator?

N/A

PREV_OWN_ADDR_ST_TXT

Use 2-letter state abbreviation
or
State drop-down

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_ADDR_ST

Industry level only
OWN_STATE

PREV_OWNER_ADDR_ST

N/A

AIES_Previous_Owner_Address_State_Text

AIES Previous Owner Address State Text

AIES Previous Owner Address State Text Response

DROPDOWN

Drop Down

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership ZIP Code

What was ZIP Code of former owner or operator?

N/A

PREV_OWN_ADDR_ZIP_NUM

Use 5- or 9-digit ZIP Code

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_ADDR_ZIP

Industry level only
OWN_ZIP

PREV_OWNER_ADDR_ZIP

N/A

AIES_Previous_Owner_Address_Zip_Number

AIES Previous Owner Address Zip Number

AIES Previous Owner Address Zip Number Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership Country

What was county or region of former owner or operator?

N/A

PREV_OWN_CNTRY_TXT

Text

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

Text

AIES_Previous_Owner_Country_Text

AIES Previous Owner Country Text

AIES Previous Owner Country Text Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Former Ownership EIN

What was the Employer Identification Number (EIN) for the former owner or operator?

N/A

PREV_OWN_EIN_NUM

Enter 9-digit EIN

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_EIN

Industry level
SAS_0019

PREV_OWNER_EIN

N/A

AIES_Previous_Owner_EIN_Number

AIES Previous Owner EIN Number

AIES Previous Owner EIN Number Response

TEXT

CHARACTER

N/A

New/Added Establishment Prior Ownership Info

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)

New Establishment: Acquisition Date

When was this establishment acquired?

N/A

PREV_OWN_ACQ_DATE

MM/YYYY

N/A

Yes

Ask if PREV_OWN_STAT= 1
all NAICS

N/A

PREV_OWNER_MONTH; PREV_OWNER_YEAR

Industry level only
SAS_0018

PREV_OWNER_MONTH
PREV_OWNER_YEAR

N/A

AIES_Previous_Owner_Acquired_Date

AIES Previous Owner Acquired Date

AIES Previous Owner Acquired Date Response

TEXT

CHARACTER

N/A

150

Expenses

Added Estab. Level:
ACES -Employers, ARTS, AWTS, SAS, ASM, Const., MI, select AG, Pub Admin & out of scope NAICS (i.e. the AIES universe)
Prelisted Estab. Level:
All ASM only
Industry Level:
AIES Universe

311111, 311119, 311211, 311212, 311213, 311221, 311224, 311225, 311230, 311313, 311314, 311340, 311351, 311352, 311411, 311412, 311421, 311422, 311423, 311511, 311512, 311513, 311514, 311520, 311611, 311612, 311613, 311615, 311710, 311811, 311812, 311813, 311821, 311824, 311830, 311911, 311919, 311920, 311930, 311941, 311942, 311991, 311999, 312111, 312112, 312113, 312120, 312130, 312140, 312230, 313110, 313210, 313220, 313230, 313240, 313310, 313320, 314110, 314120, 314910, 314994, 314999, 315110, 315190, 315210, 315220, 315240, 315280, 315990, 316110, 316210, 316992, 316998, 321113, 321114, 321211, 321212, 321213, 321214, 321219, 321911, 321912, 321918, 321920, 321991, 321992, 321999, 322110, 322121, 322122, 322130, 322211, 322212, 322219, 322220, 322230, 322291, 322299, 323111, 323113, 323117, 323120, 324110, 324121, 324122, 324191, 324199, 325110, 325120, 325130, 325180, 325193, 325194, 325199, 325211, 325212, 325220, 325311, 325312, 325314, 325320, 325411, 325412, 325413, 325414, 325510, 325520, 325611, 325612, 325613, 325620, 325910, 325920, 325991, 325992, 325998, 326111, 326112, 326113, 326121, 326122, 326130, 326140, 326150, 326160, 326191, 326199, 326211, 326212, 326220, 326291, 326299, 327110, 327120, 327211, 327212, 327213, 327215, 327310, 327320, 327331, 327332, 327390, 327410, 327420, 327910, 327991, 327992, 327993, 327999, 331110, 331210, 331221, 331222, 331313, 331314, 331315, 331318, 331410, 331420, 331491, 331492, 331511, 331512, 331513, 331523, 331524, 331529, 332111, 332112, 332114, 332117, 332119, 332215, 332216, 332311, 332312, 332313, 332321, 332322, 332323, 332410, 332420, 332431, 332439, 332510, 332613, 332618, 332710, 332721, 332722, 332811, 332812, 332813, 332911, 332912, 332913, 332919, 332991, 332992, 332993, 332994, 332996, 332999, 333111, 333112, 333120, 333131, 333132, 333241, 333242, 333243, 333244, 333249, 333314, 333316, 333318, 333413, 333414, 333415, 333511, 333514, 333515, 333517, 333519, 333611, 333612, 333613, 333618, 333912, 333914, 333921, 333922, 333923, 333924, 333991, 333992, 333993, 333994, 333995, 333996, 333997, 333999, 334111, 334112, 334118, 334210, 334220, 334290, 334310, 334412, 334413, 334416, 334417, 334418, 334419, 334510, 334511, 334512, 334513, 334514, 334515, 334516, 334517, 334519, 334613, 334614, 335110, 335121, 335122, 335129, 335210, 335220, 335311, 335312, 335313, 335314, 335911, 335912, 335921, 335929, 335931, 335932, 335991, 335999, 336111, 336112, 336120, 336211, 336212, 336213, 336214, 336310, 336320, 336330, 336340, 336350, 336360, 336370, 336390, 336411, 336412, 336413, 336414, 336415, 336419, 336510, 336611, 336612, 336991, 336992, 336999, 337110, 337121, 337122, 337124, 337125, 337127, 337211, 337212, 337214, 337215, 337910, 337920, 339112, 339113, 339114, 339115, 339116, 339910, 339920, 339930, 339940, 339950, 339991, 339992, 339993, 339994, 339995, 339999

Total Operating Expenses

What were the total operating expenses in 2021?

Include:
• Annual payroll before deductions
• Employer's cost for fringe benefits (e.g., health insurance, pension plans, payroll taxes, and other employer benefits)
• Contract employee expense
• Expensed equipment, materials, parts, and supplies
• Purchased advertising, promotional, technical, and professional services
• Utilities (electricity, nonmotor fuels, water, sewer, and refuse)
• Governmental taxes and license fees
• Depreciation and amortization (except manufacturing)
• Other operating expenses arising from the normal course of business (e.g., communications, repairs, maintenance, leases, commissions to other companies, software, data products)

Finance and Insurance Also Include:
• Interest expense

Exclude:
• Capitalized expenses
• Impairment (reduction in value of long-lived assets due to reappraisals)
• Income, sales, and excise taxes
• Expenses of foreign subsidiaries (those located outside the 50 States, District of Columbia, or U.S. Territories)
• Other nonoperating expenses

Retail, Wholesale, and Services Also Exclude:
• Purchases of goods for resale or cost of goods sold
• Transfers made within the company
• Bad debt/customer-related loss
• Interest expense (except finance and insurance providers)

Finance and Insurance Also Exclude:
• Direct losses incurred and/or benefits paid to policy holders (losses)

EXPS_TOT_VAL

Currency - Billions, Millions, Thousands
"Enter 0 if none."

N/A

Yes

Ask all ACES -Employers,
ARTS, AWTS, SAS,
ASM, Const., MI, AG,
& out of scope NAICS

N/A

COPEX

N/A

COPEX

OPEX

N/A

SAS_Expenses_1900

Total select expenses:

PRCH_AUX_TOT
Key Code: 0459

N/A

Currency - Billions, Millions, Thousands
"Enter 0 if none."

AIES_Total_Operating_Expenses

AIES Total Operating Expenses

AIES Total Operating Expenses Response

TEXT

CURRENCY

N/A

Sheet 2: Years 2+

Topic/Q group

Jamie Back (CENSUS/EWD FED): AIES Universe = NAICS Universe except 111, 112, 491, 54112, 814 and 92. Who gets it at each level?

Company Level

Industry Level

Prelisted Establishment Level

Added Establishment Level

Draft Question Title

Question

Instructions

Draft Variable Names for AIES

Response Options

Notes

Additional Notes

ACES Annual Variable Name

ACES Census Variable Name

ARTS Annual Variable Name

ARTS Census Variable Name

ASM Annual Variable Name

ASM Census Variable Name

AWTS Annual Variable Name

AWTS Census Variable Name

COS Annual Variable Name

COS Census Variable Name

SAS Annual Variable Name

SAS Census
Variable Name (EC17)

M3UFO Annual Variable Name

M3UFO Census Variable Name

Sales Tax

ARTS,
AWTS,
SAS
dropped for year 1
never for ASM

Sales Tax: Status

Were any sales taxes collected in 2021?

N/A

TAX_SALES_COLL_STAT

1= Yes
2= No

TAXYN

N/A

Sales Tax

ARTS,
AWTS,
SAS
dropped for year 1
never for ASM

Sales Tax: Value

What were the total sales taxes collected in 2021?

N/A

TAX_SALES_COLL_VAL

Currency: Billions, Millions, Thousands

CTAX

N/A

Resales
Expense

NAICS:
440000 - 459999

Total Purchases For Resale: Cost

What was the total cost of all merchandise purchased for resale for which title was taken, whether or not payment was made, in 2021?

Include:
• Cash and credit purchases
• Merchandise owned, but in transit
• Freight, delivery, and other transportation costs
• Import duties (if paid separately)
• Parts and supplies used in repair work or other service type activities
• Purchases made by both warehouse(s) and establishment(s)

Exclude:
• Trade and cash discounts, returns and allowances
• Purchases of containers, wrapping, packaging, and selling supplies for own use
• Purchases of merchandise held outside the US
• Expenditures for supplies, equipment, and parts purchased for own use
• Purchases made by other companies operating departments and concessions in this company's establishment(s)

EXPS_PRCH_RESALE_VAL

Currency - Billions, Millions, Thousands
"Enter 0 if none."

ARTS Only
every 5 yreas?

N/A

Resales
Expense

NAICS:
440000 - 459999

Total Purchases For Resale: Explain Cost > Sales

Please explain if purchases for resale are greater than sales.

N/A

EXPS_PRCH_RESALE_TXT

Text box

ARTS Only
every 5 yreas?

N/A

Resales
Expense

Industry Level:
Selest AWTS: Distribuotors Distributors (1X)

423110, 423120, 423130, 423140, 423210, 423220, 423310, 423320, 423330, 423390, 423410, 423420, 423430, 423440, 423450, 423460, 423490, 423510, 423520, 423610, 423620, 423690, 423710, 423720, 423730, 423740, 423810, 423820, 423830, 423840, 423850, 423860, 423910, 423920, 423930, 423940, 423990, 424110, 424120, 424130, 424210, 424300, 424310, 424320, 424330, 424340, 424410, 424420, 424430, 424440, 424450, 424460, 424470, 424480, 424490, 424510, 424520, 424590, 424610, 424690, 424710, 424720, 424810, 424820, 424910, 424920, 424930, 424940, 424950, 424990
TO=1x

Purchases of Products: Distributors

What was the total cost of all products purchased for resale for which this company took title, whether or not payment was made, in 2021?

Include:
• Amounts allowed for trade-ins
• Both raw and finished goods
• Products in transit to you for which you have taken title
• Freight, delivery, and other transportation costs included in product cost
• Import duties (if paid separately)
• Value of goods shipped from any foreign manufacturing plants
• The cost of services resold without processing
• Parts and supplies used in repair work or other service type activities

Exclude:
• Returns, allowances, and trade and cash discounts
• Purchases of containers, wrapping, packaging, and selling supplies for own use
• Expenditures for supplies, equipment, and parts purchased for own use
• Taxes (sales, excise, and other) collected directly from customers and paid directly to a Local, State, or Federal tax agency
• Intra-company purchases between establishments of this reporting unit

EXPS_PRCH_RESALE_DIST_VAL

Currency - Billions, Millions, Thousands
" Enter 0 if none."

AWTS non-MSBO; Type Operation 1x ONLY
every 5 years? Annually

From form SA-42A (Item 14)
Not on form SA-42A-MSBO

CPUR

CMERCH

Resales
Expense

Industry Level:
Selest AWTS: AGBR (4X)

425110, 425120

Purchases of Products: AGBR

What was the total cost of all products purchased for resale for which this company's agent, broker, representative, and electronic market locations only took title, whether or not payment was made, in 2021?

Include:
• Amounts allowed for trade-ins
• Both raw and finished goods
• Products in transit to you for which you have taken title
• Freight, delivery, and other transportation costs included in product cost
• Import duties (if paid separately)
• Value of goods shipped from any foreign manufacturing plants
• The cost of services resold without processing
• Parts and supplies used in repair work or other service type activities

Exclude:
• Returns, allowances, and trade and cash discounts
• Purchases of containers, wrapping, packaging, and selling supplies
• Expenditures for supplies, equipment, and parts purchased for own use
• Taxes (sales, excise, and other) collected directly from customers and paid directly to a Local, State, or Federal tax agency
• Intra-company purchases between establishments of this reporting unit

EXPS_PRCH_RESALE_AGBR_VAL

Currency - Billions, Millions, Thousands
" Enter 0 if none."

Select AWTS
every 5 years? Annually

From form SA-42A-AGBR (Item 14)
Not on form SA-42A=MSBO

CPUR

CMERCH

Expenses

ARTS, select AWTS
(AWTS Industry TO= 1x)
440000 - 459999,
420000 - 429999

Commission Expense

What was the amount paid for commission expenses in 2021?

Include:
• Commission paid to other companies for sale of products owned by this company

Exclude:
• Commission paid to your own employees

EXPS_COMSN_VAL

Currency - Billions, Millions, Thousands
"Enter 0 if none."

ARTS
every 5 years?
Select AWTS every 5 years
Both dropped for year 1?

COMIS

N/A

Expenses

ARTS, select AWTS
(AWTS Industry TO= 1x)
440000 - 459999,
420000 - 429999

Purchased Transportation, Shipping, and Warehousing Services

What was the amount paid for purchased transportation, shipping, and warehousing services in 2021?

Include:
• Cost of postage, delivery expenses, and packaging and containers provided as part of the purchased service

Exclude:
• Cost of shipping using this company's vehicles or employees

EXPS_SHIP_VAL

Currency - Billions, Millions, Thousands
"Enter 0 if none."

ARTS &
AWTS every 5 years

TRANS

N/A

Expenses

Industry Level:
All SAS

(ARTS & AWTS every 5 years)

Depreciation and Amortization Charges

What was the amount paid for depreciation and amortization charges in 2021?

Include:
• Depreciation charges taken against tangible assets owned and used
• Tangible assets and improvements owned within leaseholds by locations within this industry
• Tangible assets obtained through capital lease agreements
• Amortization charges against intangible assets. (e.g., patents, copyrights).

Exclude:
• Impairment (reduction in value of long-lived assets due to reappraisals)

EXPS_DEPR_VAL

Currency - Billions, Millions, Thousands
"Enter 0 if none."

Select SAS
(ARTS,
AWTS every 5 years)

DEPRE

N/A

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