Survey of Official Agents following the 44th General Election – Appendix B: Research instruments

Advance e-mail broadcast

Elections Canada logo

Subject: Survey of Official Agents

(le texte français suivra)

Good day,

As part of its post-election activities, Elections Canada is reaching out to the official agents of candidates in the general election of September 20, 2021 about their experiences with the electoral campaign return process, during and/or following the election.

As an official agent, you are uniquely able to provide informed opinions and insights on this process. We would like to invite you to contribute to this effort by participating in an upcoming online survey, hosted by a trusted third party, Environics Research.

In the next few days, you will receive an email invitation from Environics asking you to take part in this important survey. Your participation in the survey is voluntary, however we encourage you to take part as the results of the survey will be used to improve the electoral return process and the products and services we provide to candidates and official agents in future federal elections. The survey will take approximately 15 minutes to complete. Your responses are completely confidential.

If you have questions about this survey or wish to confirm its authenticity, please contact Correspondance-Correspondence@elections.ca, or you can call Elections Canada's toll-free number at 1-800-463-6868 from Monday to Friday, 9:00 a.m. to 5:00 p.m. Eastern time, to speak with an agent.

Thank you in advance for your support, and we look forward to your participation.

Tamara Kluke
Director, Centre of Operations
Political Financing

Follow-up e-mail broadcast with survey link

Elections Canada logo

Subject: Survey of Official Agents

(le texte français suivra)

Dear [name],

As mentioned in our recent email, Elections Canada has contracted Environics Research to conduct a survey of the official agents of candidates in the general election of September 20, 2021 about their experiences with the campaign electoral return process, during and/or following the election.

As an official agent, you are uniquely able to provide informed opinions and insights on this process. The results of the survey will be used to improve the electoral return process and the products and services provided to candidates and official agents in future federal elections.

The survey will take 15 minutes to complete. Your participation in the survey is voluntary and your responses will be completely confidential.

Please click on the following link to complete the survey:

Insert link

If you do not have time to complete the survey in one sitting, you can return to it by clicking again on the link above. Once the survey period closes on March 13, if you decide not to complete the entire questionnaire, your answers will not be retained.

If you have questions about this survey or wish to confirm its authenticity, please contact Correspondance-Correspondence@elections.ca, or you can call Elections Canada's toll-free number at 1-800-463-6868 from Monday to Friday, 9:00 a.m. to 5:00 p.m. Eastern time, to speak with an agent.

This study has been registered with the Canadian Research Insights Council's Research Verification Service so that you may validate its authenticity. If you would like to enquire about the details of this research, you can visit CRIC's website:
www.canadianresearchinsightscouncil.ca/rvs/home/?lang=en and enter reference project code 20230208-EN925.

Elections Canada – Official Agents 2023

Online Questionnaire

Splash page

Please select your preferred language for completing the survey. / Veuillez choisir la langue dans laquelle vous préférez répondre au sondage.

01 – English

02 – Français

Thank you for participating in this survey for official agents of candidates in the general election of September 20, 2021. Your input is important and your participation in this research is much appreciated.

This survey is being conducted on behalf of Elections Canada and the results will be used to guide decisions regarding communications products and services for the next federal election.

The survey should take no more than 15 minutes to complete, depending on your responses.

Your participation is voluntary and completely confidential. All your answers will remain anonymous and will be combined with responses from others. Any personal information collected is subject to the federal Privacy Act and will be held in strict confidence. By taking part in this survey, you consent to the use of your answers for research and statistical purposes. The anonymous database of all responses may be shared with external researchers under the strict condition that no personal information is ever distributed or made public.

If you wish to verify the legitimacy of this research or to register a complaint, please contact Correspondance-Correspondence@elections.ca or you can call Election Canada's toll-free number at 1-800-463-6868 and speak to an Elections Canada agent from Monday to Friday, 9:00 a.m. to 5:00 p.m. Eastern time. To get information about the survey industry or to ask technical questions about this survey, please contact Brenda Sharpe at Environics at brenda.sharpe@environics.ca.

This study has been registered with the Canadian Research Insights Council's Research Verification Service so that you may validate its authenticity. If you would like to enquire about the details of this research, you can visit CRIC's website www.canadianresearchinsightscouncil.ca/rvs/home/?lang=en and enter reference project code 20230208-EN925.

Please click on » to continue.

[red = skip/branch/programming logic]

Screening

2020 Q1

1. Were you an official agent for a candidate who ran in the general election of September 20, 2021?

Information about official agents

Experience in role of official agent
2020 Q2

2. Was it your first time acting as an official agent for a candidate campaign?

2020 Q3

3. For how many candidates did you act as official agent in the September 2021 election?

If more than one candidate in q3 show

In completing this survey, please think about your experiences in dealing with Elections Canada for the candidate with the most complex reporting requirements.

Ask all

Getting the campaign underway

Opening the bank account
2020 Q6

6. How clear was the obligation to open a bank account specifically for the candidate campaign?

2020 Q7

7. What, if any, aspects of opening a bank account specifically for the candidate campaign were difficult?

Select all that apply

Randomize 01-03

Completing and Submitting the Electoral campaign return

Role
2020 Q8

8. Were you the official agent at the time the electoral campaign return was prepared and submitted?

Method Used to Submit the Electoral Campaign Return
2020 Q9

9. Which method(s) did you use to submit the electoral campaign return to Elections Canada?

Select all that apply

Training
2020 Q10

10. Did you attend or access self-paced training on how to complete and submit the return?

New -ask 10B IF 02-no at Q10

10B. Why did you not attend or access the training on how to complete and submit the return?

Randomize 01-05

Select all that apply

Ease of completing the Electoral Campaign Return
2020 Q11

11. Overall, would you say that the process of completing (filling out) the electoral campaign return was…

2020 Q12

12. Overall, would you say that the process of submitting the electoral campaign return was…

2020 Q13

13. What, if any, aspects of completing and submitting the electoral campaign return were difficult?

Select any statements that apply

Randomize 01-05

Electronic Financial Return (EFR)

2020 Q14

14. Show to all: The Electronic Financial Return (EFR) is free software designed to help political entities issue contribution receipts and prepare their financial returns.

Did you use the Electronic Financial Return (EFR) software to prepare the return?

If q14 = 01 ask Q15-19x: To what extent do you agree or disagree with the following statements about using the Electronic Financial Return (EFR) software to prepare the return?

Please select one response for each statement

Set up as grid

Randomize 15-19x

2020 Q15-19

15. The instructions provided by Elections Canada on how to find this software were clear

16. The EFR software was not easy to install

17. The EFR software was easy to navigate

18. The instructions on how to use the EFR software and provide the submission file were not clear

19. It was easier to file the financial return using the EFR software than with the manual process

19x. The EFR software is accessible (new)

2020 Q20

20. IF Q14 = 02: Why did you not use the Electronic Financial Return (EFR) software to prepare the return?

Select any that apply

New Section

PESC

PE01 Show to all: The Political Entities Service Centre (PESC) is a tool that allows you to access electoral products and services and to upload and submit financial returns.

Did you use the Political Entities Service Centre (PESC portal) to upload and submit the candidate campaign return?

PE02 Why did you not use the Political Entities Service Centre (PESC portal) to submit the campaign return or any other document?

Randomize 01-04

Select any that apply

PE03 How easy or difficult was it to use the PESC portal to submit the campaign return and other documents?

PE04 Did you require support to upload and submit your campaign return?

PE05 What errors or difficulties did you encounter with PESC that required support?

Randomize 01-06

Select any that apply

PE06 How easy or difficult was it to obtain support to upload and submit your return?

Elections Canada Products and Services

show to all: This next section asks for your opinion about some of the products and services Elections Canada makes available for candidate campaigns.

Did you use, or were you aware of, the following Elections Canada products and services for candidate campaigns?

Please choose one response for each resource

Set up as grid

2020 Q23-31 Variations

23. The Political Financing Handbook for Candidates and Official Agents

24. The Political Financing videos ("cartoons")

25. Electronic Financial Return (EFR) videos

26. The Political Entities Service Centre (PESC) video

27. The self-paced training modules available in Elections Canada's Virtual Training Centre

28. The live questions and answers sessions with Elections Canada subject-matter experts (held in late October 2021)

29. Deleted

30. The Political Entities Support Network 1-800 #

31. Correspondence with Elections Canada (by email at political.financing@elections.ca or by mail)

ASK Q32 IF ANY 01 AT Q23-31

2020 Q32

32. Which, if any, of these products did you find helpful?

show any products used (01 at 23-31)

Select any that apply

2020 Q33 Variation

33. What, if any, aspects of finding or using the products or services available on the Elections Canada website were difficult?

Select any statements that apply

Randomize 01-09

Political Entities Support Network (1-800 number)

[ask q34-39 if q30 = 01]

To what extent do you agree or disagree with the following statements about the service you received from the EC 1-800 number for political entities:

Please select one response for each statement

2020 Q34-38

34. The Elections Canada employee was courteous

35. The Elections Canada employee was knowledgeable

36. I was satisfied with the ease of access to the service.

37. I received a response in a timely manner

38. I was able to speak to someone in the language of my choice (French/English)

39. In the end, I got what I needed

Correspondence with Elections Canada (by email or mail)

[ask q40-43 if q31= 01]

Set up as grid

To what extent do you agree or disagree with the following statements about the service you received while corresponding by mail or email with Elections Canada:

Please select one response for each statement

2020 Q40-43

40. The response was courteous

41. The response was informative

42. The response was timely

43. In the end, I received the information I needed

Product and Services Gaps

ask all

new

AC01 Did you personally experience any difficulties with accessibility when using or interacting with any of Elections Canada's products or services during or after this general election?

new

AC02 What accessibility difficulties did you experience?

[Open-ended]

2020 Q46

46. Are there any other products or services Elections Canada could have provided that would have made serving as an official agent easier for you?

[open-ended]

Elections Canada audit

ask all

2020 Q47

47. Have you been contacted by Elections Canada for clarifications or to ask questions as part of an audit of the candidate campaign submission?

2020 Q48

48. How did Elections Canada contact you?

Select any that apply

To what extent do you agree or disagree with the following statements about your interaction with Elections Canada concerning the candidate campaign audit:

Please select one response for each statement

Set up as grid

2020 Q49-55

49. The Elections Canada employee was courteous

50. The Elections Canada employee was knowledgeable

51. The Elections Canada employee clearly described the steps needed to complete the task

52. The Elections Canada employee provided sufficient time to complete the task

53. It was easy to submit the requested information

54. The Elections Canada employee responded to my questions in a timely manner

55. The Elections Canada employee followed up regularly after the initial contact until the task was complete

55x The Elections Canada employee gave clear information about any required next steps following the completion of the audit

Closing of the Campaign

show to all: This next section asks for your opinion of the steps for closing the campaign.

ask all

For each of the following steps for closing the campaign, please indicate how easy or difficult it was to complete:

Please select one response for each step

2020 Q56-59

56. Fulfilling all reporting obligations before closing the campaign

57. Completing and submitting the statement of surplus

58. Disposing of any surpluses

59. Closing the campaign bank accounts

Demographics

show to all: Finally, here are some questions to help us analyze the results of this survey.

2020 Q60

60. In which age category do you belong?

Select one only

2020 Q61

61. How do you identify your gender?

2020 Q62

62. What language do you speak most often at home?

MULTIPLE RESPONSE PERMITTED

2020 Q63

63. Which is the highest level of education that you have completed?

Select one only

2020 Q64

64. Which of the following categories best describes your current employment status? Are you:

Select one only

Other comments

2020 Q65

65. Is there anything else not covered in this survey you would like to share about your experience as an official agent for the general election of September 20, 2021?

[open-ended]

2020 Q66

66. Would you be willing to be contacted by Elections Canada to provide feedback as Elections Canada develops new products and services for candidates and official agents?

Please provide your name and email so EC can contact you for your feedback. Your contact information will be provided to EC in a separate file and will not be linked to your survey responses.

Name: ___________

E-mail: ___________

This concludes the survey. This survey was conducted on behalf of Elections Canada. In the coming months the report will be available from Library and Archives Canada. We thank you very much for taking the time to participate and for your thoughtful feedback; it is greatly appreciated.

If you have any reason to believe your personal information is not being handled in accordance with the Privacy Act, you have a right to complain to the Privacy Commissioner of Canada.

Toll-free: 1-800-282-1376 TTY: (819) 994-6591 Web: Go to www.priv.gc.ca and click "Report a concern"

Record:

2020 Q67

67. Type of device used to complete survey