2021 SIA Questionnaire (Fillable) V2 - Phoenix

SIA Form 1
PSA Approval No. PSA – 2255

Expires 31 December 2023
2021 SURVEY OF INNOVATION ACTIVITIES

OF ESTABLISHMENTS
THE OWNER/MANAGER
PHOENIX MONCADA
PUROK 1, CAMANGAAN EAST
MONCADA, TARLAC
NU036900300646 - G47300 - 69 - 10 - 011 - 0 - 4 - 2
Dear Sir/Madam:
The Philippine Statistics Authority, in collaboration with the Philippine Institute for Development Studies (PIDS), is
conducting the 2021 Survey of Innovation Activities of Establishments (SIA) to generate information on the
innovative behavior of establishments in selected Philippine areas and to determine the factors that drive their innovation
performance. The data shall serve as basis for mainstreaming the innovation system approach into the center-stage of
national policy-making through the establishment of a systems-oriented, policy-relevant and internationally comparable
innovation survey and indicator system in the country.
The conduct of the 2021 SIA is in accordance with Republic Act (RA) No. 10625 (Philippine Statistical Act of 2013),
which authorizes the PSA to prepare and conduct periodic surveys on various sectors of economy.
Pursuant to Section 25 of RA 10625, the National Statistician identified the above statistical inquiry or survey to be
conducted with obligation to provide information. Considering this, all respondents whether natural or legal persons shall
be liable to reply to the statistical inquiry or survey. The respondents are also required to give truthful and complete
answers to the said statistical inquiries or surveys of the PSA and other statistical offices of the Philippine Statistical
System. We are requesting you to provide complete and truthful answers to all the questions that will be asked by our
survey interviewer.
Rest assured that the data you will furnish in the above survey shall be treated with strict confidentiality and shall be
considered PRIVILEGED COMMUNICATION hence, inadmissible as evidence as any proceeding as provided for in
Section 26 of RA No. 10625. The PSA also complies with the Data Privacy Act of 2012 (RA 10173) and assures
that all collected personal information are processed in accordance with the law and other issuances.
Thank you very much.
Very truly yours,
CLAIRE DENNIS S. MAPA, Ph.D. ANICETO C. ORBETA, JR., Ph.D.

Undersecretary President
National Statistician and Civil Registrar General Philippine Institute for Development Studies
Philippine Statistics Authority
For inquiries, contact:

PSA Field Office PSA Central Office
Name: Arlene C. Orcino Division: Industry Statistics Division
Telephone No.: 982 - 29 36 Telephone No.: (02) 8376-2060

isd.staff@psa.gov.ph or
E-mail Address: tarlac @p sa.gov.ph E-mail Address: isd.esss.psa@gmail.com
FOR PSA USE ONLY

FN QN QS QR ECN
IND PRV-MUN BGY SZ LO EO

Page 2 PLEASE ENTER ON THE APPROPRIATE SPACE OR BOX THE DATA REQUESTED
GENERAL INSTRUCTIONS
1. Refer to concepts and definition of terms, relevant explanatory notes in specific items when providing responses for each
item or question. Some of the concepts and definitions are in the last page of this questionnaire.
2. The reference period is January 2021 to December 2021, unless stated otherwise.
3. Mark () only one box, unless instructed otherwise.
4. Provide best estimates if exact figures are not available in your records. Indicate “N.A.” for items not
applicable.
5. Use black pen in answering the questionnaire. Write legibly and in print style.
6. If there are changes or corrections in accomplishing the questionnaire, line out the original entry and write the
correction on the space nearest it.
1. PROFILE OF THE RESPONDENT

A. Name of
Respondent:
Last Name First Name M.I.
B. Designation/
Job Position:
C. Contact
Number:
D. Sex: 1 Male 2 Female
E. Age: 1 18-24 years old 2 25-34 years old 3 35-44 years old
4 45-54 years old 5 55-64 years old 6 65 years old and above
2. PROFILE OF THE OWNER/CHIEF EXECUTIVE OFFICER (CEO)/GENERAL

MANAGER OF THIS ESTABLISHMENT
A. Sex: 1 Male 2 Female
B. Age: 1 18-24 years old 2 25-34 years old 3 35-44 years old
4 45-54 years old 5 55-64 years old 6 65 years old and above
3. GENERAL INFORMATION ABOUT THIS ESTABLISHMENT

A. Business and Registered Name in 2021, Year of Registration, Business Tax
Identification Number (TIN), Establishment Address, and Establishment Website
1. Business Name:
2. Registered Name:
3. Year of Registration:
4. Business TIN: - - -
5. Establishment Address: Do Not Fill (For PSA Use Only)
PRV MUN BGY
6. Establishment Website: https://www.
B. Economic Activity or Business in 2021

Describe in detail the main economic activity and the major product/good produced or DO NOT FILL (For PSA use only)
sold and/or type of service rendered by this establishment.
2009 PSIC
1. Main Economic Activity
Refers to the activity that contributes the biggest or major portion of the gross income or revenue of this establishment.
2. Major product/good produced or sold and/or type of service rendered (specify)
Continued on Page 3
PLEASE ENTER ON THE APPROPRIATE SPACE OR BOX THE DATA REQUESTED Page 3
3. GENERAL INFORMATION ABOUT THE ESTABLISHMENT (cont.)
C. Year Started Operation

LN
Indicate the year when this establishment started operation regardless of its location in NO
the Philippines.
01
D. Legal Organization in 2021

LN
Mark () the box corresponding to the best description of this establishment. NO
1 Single proprietorship 5 Non-stock, non-profit corporation 02
2 Partnership 6 Cooperative
3 Government corporation 7 Others, specify:
4 Stock corporation (Refer to last page for the definition of each type of
legal organization.)
4a One person corporation
E. Economic Organization in 2021

LN
Mark () the box corresponding to the best description of this establishment. NO
1 Single establishment Single establishment is an establishment which 03
has neither branch nor main office.
2 Branch only Branch is an establishment which has a separate main
Provide details of main office below office located elsewhere.
Main office is the unit which controls, supervises,
3 Establishment and main office
and directs one or more establishments of an
Both located in the same address and with enterprise.
branches elsewhere Ancillary unit is the unit that operates primarily or
4 Main office only exclusively for a related establishment or group of
related establishments and provides goods or
5 Ancillary unit other than main office services that support but do not become part of the
Provide details of main office below output of those establishments.
E.1 Main Office

1. Name of Main Office
2. Address of Main Office
3. Contact Person in Main Office
a. Name d. Fax No.
b. Title/Designation e. Email Address
c. Telephone No.
E.2 Name and Address of Parent Company
If box 1 (Single Establishment), 3 (Establishment and main office) or 4 (Main office only) is marked in ITEM
3E (Economic Organization in 2021), provide name and address of parent company.
If no parent company, write NONE.
1. Name
2. Address
F. Is this establishment registered to the Social Security System (SSS)?

LN
Mark () appropriate box. NO
1 YES 2 NO 04
G. Is this establishment a franchise?

LN
1 YES 2 NO 05
H. In which geographic markets did this establishment sell goods or services from
January 2021 to December 2021?
LN LN
Mark () applicable box/es. NO NO
a Local (within the region) 06 c Other ASEAN countries 08
(Brunei, Cambodia, Indonesia, Lao PDR, Malaysia,
Myanmar, Singapore, Thailand, Vietnam)
b National (within the country) 07 d All other countries 09
Continued on Page
4. CAPITAL PARTICIPATION AS OF 31 DECEMBER 2021

Capital participation refers to the claims of foreign and/or local investors against capital/equity.
Indicate the percent share of the stockholder by nationality. Percentage should equal to 100%.
LN LN LN
Nationality % NO
Nationality % NO
Nationality % NO
1. Filipino % 01 5. German % 05 9. Taiwanese % 09
2. American % 02 6. Japanese % 06 10. Others, specify: %
3. British % 03 7. Korean % 07 10
4. Chinese % 04 8. Singaporean % 08
5. TOTAL EMPLOYMENT AS OF 15 NOVEMBER 2021

INCLUDE:
EXCLUDE:
 Directors of corporations working for pay
 Executives/managers and other officers of the same category  Directors paid solely for their attendance at meetings of
 Working owners Board of Directors
 Full-time/part-time employees working in or for the  Consultants
establishment and receiving pay  Members of cooperatives who do not receive regular pay
 Employees working away from this establishment paid by and  Workers receiving commissions only
under the control of this establishment  Workers on indefinite leave
 Employees on sick or maternity leave  Homeworkers not in the payroll of this
 Employees on paid vacation or holiday establishment
 Employees on strike  Other workers not in the payroll of this
 Persons working for at least 1/3 of the time normal to the establishment
establishments without regular pay
 Apprentices and learners
 Any other employee receiving regular pay not reported above
Report the total employment of this establishment as of 15 November 2021 by age group and sex.
Sex LN
Age Group NO
Male Female
A. Below 18 years old 01
B. 18-24 years old 02
C. 25-34 years old 03
D. 35-44 years old 04
E. 45-54 years old 05
F. 55-64 years old 06
G. 65 years old and above 07
H. TOTAL 08
6. EDUCATIONAL BACKGROUND OF WORKERS
Report the total employment of this establishment as of 15 November 2021 by their highest educational
attainment and sex.
Highest Educational Attainment Sex LN

(Refer to last page for the definition of each category.) Male Female NO
A. Early childhood education (no grade completed, nursery, kindergarten) 01

B. Primary education (elementary) 02
C. Lower secondary education (junior high school/old curriculum) 03
D. Upper secondary education (senior high school) 04
E. Post-secondary non-tertiary education 05
F. Short-cycle tertiary education or equivalent 06
G. Bachelor level education or equivalent 07
H. Master level education or equivalent 08
I. Doctoral level education or equivalent 09
J. TOTAL 10
Continued on Page
Innovation refers to the creation of new ideas that results in the development of new or improved products, processes, or services which are then spread or transferred across m
Innovation activities include the acquisition of machinery, equipment, software, and licenses; engineering and development work, training, marketing and research and deve
R&D is defined as the creative work undertaken to increase knowledge and its use to devise new and improved products and processes (including software development).
7. PRODUCT (GOODS AND/OR SERVICES) INNOVATION

For the purposes of this survey, product refers to goods and/or services. A product innovation is the market introduction of a new good or
service or a significantly improved good or service with respect to its capabilities, such as improved software, user friendliness, components, or
sub-systems. The innovation (new or improved) must be new to this establishment, but it does not need to be new to its sector or market.
A. From January 2021 to December 2021, did this establishment introduce...

LN
Mark () appropriate box. YES NO NO
1. New or significantly improved goods. 1 2 01

(Exclude the simple resale of new goods purchased from other
establishments and changes of a solely aesthetic nature.)
2. New or significantly improved services. 1 2 02
If NO to Items 7A.1 and 7A.2, go to Item 8A. Otherwise, proceed to Item 7B.
B. From January 2021 to December 2021, were any of the product innovations of this
establishment...
LN
1. New to the market of this establishment 1 2 03

This establishment introduced a new or significantly improved good or service
onto its market before its competitors (it may have already been available in
other markets).
2. Only new to this establishment 1 2 04

This establishment introduced a new or significantly improved good or service that
was already available from its competitors in its market.
C. Which unit usually developed these product innovations?

LN
1 Mainly this establishment 3 This establishment 05

together with other
establishments
2 This establishment together with its main or institutions outside
office and/or establishment within the enterprise the enterprise
D. What was the revenue from main economic activity and intermediate expense of this
establishment in 2020 and 2021?
Include all taxes except VAT.
Report value of revenue from main economic activity and intermediate expense in Philippine peso (PhP).
LN
2020 2021 NO
Revenue from main
PhP PhP 06
economic activity
Intermediate
PhP PhP 07
expense
E. What were the percentages of the following to revenue from main economic activity
of this establishment in 2021?
Report percent to revenue from main economic activity in column “Percentage Distribution” for each of the following.
Percentage LN
Distribution NO
1. Product innovations introduced during 2021 that were new to the market of this
08
establishment %
2. Product innovations introduced during 2021 that were only new to this
09
establishment %
Continued on Page
8. PROCESS INNOVATION
A process innovation is the implementation of new or significantly improved production process, distribution method, or support activity for
the goods or services of this establishment. The innovation (new or improved) must be new to this establishment, but it does not need to be new
to its sector or market.
Exclude purely organizational innovations.
A. From January 2021 to December 2021, did this establishment introduce...

LN
1. New or significantly improved methods of manufacturing or 1 2 01

producing goods and/or services.
2. New or significantly improved logistics, delivery or 1 2 02
distribution methods for its inputs, goods and/or services.
3. New or significantly improved supporting activities for its 1 2 03
processes, such as maintenance systems or operations for
purchasing, accounting, or computing
4. Process of developing a new product. 1 2 04
If NO to Items 8A.1, 8A.2, 8A.3, and 8A.4, go to Item 9. Otherwise, proceed to Item 8B.
B. Which unit usually developed these process innovations?

LN
1 Mainly this establishment 3 This establishment 05

together with other
establishments
2 This establishment together with its main or institutions outside the
office and/or establishment within the enterprise enterprise
9. ONGOING OR ABANDONED PRODUCT AND PROCESS INNOVATION ACTIVITIES
A. If this establishment had no product or process innovations from January 2021 to

December 2021,
LN
1. Did this establishment have any innovation activities 1 2 01

to develop product or process innovations that are still
ongoing?
2. Did this establishment have any innovation activities 1 2 02
to develop product or process innovations that were
abandoned from January 2021 to December 2021?
3. Did this establishment had any innovation activities 1 2 03
to develop product or process innovations that were done
before January 2021?
If NO to Items 9A.1, 9A.2 and 9A.3, go to Item 13A. Otherwise, proceed to Item 10A.
10. INNOVATION ACTIVITIES AND EXPENDITURES

A. From January 2021 to December 2021, did this establishment engage in the following
innovation activities:
Mark () appropriate box.
LN
Type of Innovation Activity YES NO NO
1. In-house R&D 1 2 01
Creative work undertaken within this establishment to increase knowledge and its use to
devise new and improved products and processes (including software development.)
a. If YES, did this establishment perform R&D from January 2021 to 02

December 2021?
1 Monthly? 2 Quarterly? 3 Semestral?
Continued on Page
10. INNOVATION ACTIVITIES AND EXPENDITURES (cont.)

A. From January 2021 to December 2021, did this establishment engage in the following
innovation activities:
LN
Type of Innovation Activity YES NO NO
2. Outsourced R&D 1 2 03
Same activities as in Item 10A.1 but performed by other establishments or by public
or private research organizations and acquired by this establishment.
3. Acquisition of machinery, equipment and software to produce new

or significantly improved products and processes in 2021
a. Machinery and equipment 1 2 04
b. Software-as-a-service, SaaS (Google Workspace and Dropbox) 1 2 05
c. Infrastructure-as-a-service, IaaS (Amazon Web Services, Microsoft 1 2 06

Azure, and Rackspace)
d. Platform-as-a-service, PaaS (Google App Engine and Adobe Commerce) 1 2 07
4. Acquisition of existing knowledge from others 1 2 08

Purchase or licensing of patents and non-patented inventions, copyrighted works, know-
how, and other types of knowledge from other enterprises or organizations.
5. Intellectual property-related activities 1 2 09

It can be an invention (patent / utility model), a design (industrial design), a brand name
(trademark, or a literary and artistic work (copyright).
6. Training for innovative activities 1 2 10

Internal or external training for its personnel specifically for the development and/or
introduction of new significantly improved products and processes.
7. Market introduction of innovations 1 2 11

In-house or contracted out activities for the market introduction of its new or significantly
improved goods and services including market research and launch advertising.
8. Design 1 2 12
In-house or contracted out activities to design or alter the shape of appearance of goods or
services.
9. Other 1 2 13
Other in-house or contracted out activities to implement new or significantly improved
products and processes such as feasibility studies, testing, tooling up, industrial
engineering, etc.
B. How much was the expenditure for each of the following innovation activities in 2021?
Report the expenditure including personnel and related costs in 2021. If this establishment had no
expenditures in 2021, indicate “0”.
Innovation Activity VALUE IN PESOS LN

(Omit Centavo) NO
1. In-house R&D
Include salaries, operating expenses (rental expenses) and capital PhP 14
expenditures on buildings and equipment specifically for R&D.
2. Outsourced R&D PhP 15
3. Acquisition of machinery, equipment, and software for innovation

Exclude expenditures on these items for R&D as this should be
PhP 16
reported in Item 10B.1.
4. Acquisition of other external knowledge PhP 17

Purchase of patents, prototypes, designs, consultants.
5. Personnel services/compensation/salaries related to innovation

Exclude personnel services/compensation/salaries related to R&D PhP 18
6. Other innovation activities including design, training, marketing

PhP 19
and other relevant activities
7. TOTAL PhP 20
Continued on Page
10. INNOVATION ACTIVITIES AND EXPENDITURES (cont.)
C. From January 2021 to December 2021, did this establishment obtain loans from
banks for purposes of the development of new technologies, product innovation,
organizational innovation, and/or marketing innovation?
LN
1 YES 2 NO 21
D. From January 2021 to December 2021, did this establishment obtain financing
through equity investment?
LN
1 YES 2 NO 22
E. From January 2021 to December 2021, did this establishment receive any public
financial support for innovation activities from the following levels of government?
Include financial support via tax credits or deductions, grants, subsidized loans, and loan guarantees.
Exclude research and other innovation activities conducted entirely for the public sector under contract.
LN
1. Local government unit 1 2 23
2. National government 1 2 24
(Including National Government Agencies or Departments)
3. Foreign government 1 2 25
F. If YES in any line of the above item, how much public financial support did this
establishment received in 2021?
Report in Philippine peso the value of public financial support that this establishment LN
received in 2021. NO
Public Financial Support

26
Received PhP
11. SOURCES OF INFORMATION AND CO-OPERATION FOR INNOVATION ACTIVITIES
A. From January 2021 to December 2021, what were the information sources of this
establishment that provide information for new innovation projects or contributed to
the competition of existing innovation projects?
Identify information sources of this establishment that provide information for new innovation projects
or contributed to the competition of existing innovation projects.
Mark () appropriate box. Mark () in column “4” if no information was obtained from a source.
Degree of Importance
Rate using the following: LN
Information Source 1 – High 3 – Low NO
2 – Medium 4 – Not Used
1 2 3 4
1. Internal a. Within this establishment or enterprise 1 2 3 4 01
2. Market a. Suppliers of equipment, materials, 1 2 3 4 02

source components, or software
b. Clients or customers 1 2 3 4 03
c. Competitors or other establishments in 1 2 3 4 04

its sector
d. Consultants, commercial laboratories, 1 2 3 4 05
or private R&D institutes
3. Institutional a. Universities or other higher education 1 2 3 4 06
source institutions
b. Government or public research institutes 1 2 3 4 07
Continued on Page
11. SOURCES OF INFORMATION AND CO-OPERATION FOR INNOVATION ACTIVITIES (cont.)

A. From January 2021 to December 2021, what were the information sources of this
establishment that provide information for new innovation projects or contributed to the
competition of existing innovation projects?
Identify information sources of this establishment that provide information for new innovation projects
or contributed to the competition of existing innovation projects.
Mark () appropriate box. Mark () in column “4” if no information was obtained from a source.
Rate using the following:
LN
Information Source NO
1 – High 3 – Low
2 – Medium 4 – Not Used
1 2 3 4
4. Other a. Funders (e.g. grant providers, venture 1 2 3 4 08
source capital, investors, etc.)
b. Infrastructure (e.g. Fablabs/living labs, 1 2 3 4 09
incubators, shared facility/co-working
spaces, etc.)
c. Innovation hubs (e.g. technology 1 2 3 4 10
business incubators, startup
accelerators, innovation communities,
etc.)
d. Regulatory bodies (e.g. regulatory 1 2 3 4 11
sandboxes, LGU)
e. Conferences, trade fairs, 1 2 3 4 12
exhibitions
f. Scientific journals and trade/technical 1 2 3 4 13
publications
g. Professional and industry associations 1 2 3 4 14
B. From January 2021 to December 2021, did this establishment co-operate with other
establishments or non-commercial institutions on any of its innovation activities?
Innovation co-operation is active participation with other establishment or non-commercial institutions on innovation activities. Both
partners do not need to commercially benefit.
Exclude pure subcontracting of work with no active co-operation.

LN
1 YES 2 NO 15
If NO, go to Item 12A. Otherwise, proceed to Item 11C.
C. What type of co-operation partner was this establishment involved with in 2021 and
where was it located?
Mark () applicable box/es. Specify the country/ies for “Other ASEAN” and “All other country/ies”.
All other
Other ASEAN LN
Type of Co-operation Partner Philippines country/ies NO
Specify
Specify
1. Other establishments within its a b c 16

enterprise
2. Suppliers of equipment, materials, a b c 17

components, or software
Continued on Page
11. SOURCES OF INFORMATION AND CO-OPERATION FOR INNOVATION ACTIVITIES (cont.)
C. What type of co-operation partner was this establishment involved with in 2021 and
where was it located?
Mark () applicable box/es. Specify the country/ies for “Other ASEAN” and “All other country/ies”.
All other
Other ASEAN LN
Type of Co-operation Partner Philippines country/ies NO
Specify
Specify
3. Clients or customers from the a b c 18

private sector
4. Clients or customers from the a b c 19

public sector
5. Competitors or other a b c 20
establishments in its sector
6. Consultants, commercial a b c 21
laboratories, or private R&D
institutes
7. Universities or other higher a b c 22

education institutions
8. Government or public research a b c 23

institutes
D. Which type of co-operation partner did this establishment find the most valuable for
its innovation activities in 2021?
LN
Report the corresponding number of the co-operation partner from the list in Item 11C. NO
24
Co-operation Partner No.
Continued on Page
12. EFFECTS OF INNOVATION

A. How did this establishment perceive the effects of its product and process
innovations introduced from January 2021 to December 2021?
If this establishment introduced several products and/or process innovations make an overall
evaluation.
Degree of Perceived Effects
Mark () appropriate box. Rate using the following:
1 – High 3 – Low LN
2 – Medium 4 – Not Relevant NO
Effects of the Product and Process Innovation
1 2 3 4
1. Product- a. Increased range of goods or services 1 2 3 4 01
oriented
b. Entered new markets or increased market 1 2 3 4 02
effects
share
c. Improved quality of goods and services 1 2 3 4 03
2. Process- a. Improved flexibility of production or service 1 2 3 4 04

oriented effects provision
b. Increased capacity of production or service 1 2 3 4 05
provision
c. Reduced labor costs per unit output 1 2 3 4 06
d. Reduced materials and energy per unit output 1 2 3 4 07
3. Other a. Reduced environmental impacts or improved 1 2 3 4 08

effects health and safety
b. Met regulatory requirements 1 2 3 4 09
c. Increasing collaboration with other institutions 1 2 3 4 10

or agencies
d. Competitive advantage over other competitors 1 2 3 4 11
in the industry
e. Positive impact on company culture 1 2 3 4 12

(e.g. innovation mind setting)
f. Increased profitability and maximized return 1 2 3 4 13
on investment (ROI)
13. FACTORS HAMPERING INNOVATION ACTIVITIES

A. From January 2021 to December 2021, were any of the innovation activities or
projects of this establishment...
LN
1. Abandoned in the concept stage 1 2 01
2. Abandoned after the activity or project had begun 1 2 02
3. Delayed significantly 1 2 03
B. From January 2021 to December 2021, how important in this establishment were the
following factors for hampering innovation activities of projects or influencing a
decision?
LN
1 – High 3 – Low NO
Factors Hampering Innovation Activities 2 – Medium 4 – Factor not experienced
1 2 3 4
1. Cost a. Lack of funds within this establishment 1 2 3 4 04
factors or enterprise
b. Lack of finance from sources outside this 1 2 3 4 05
establishment
c. Innovation costs too high 1 2 3 4 06
2. Knowledge a. Lack of qualified personnel 1 2 3 4 07
factors
b. Lack of information on technology 1 2 3 4 08
c. Lack of information on markets 1 2 3 4 09
d. Difficulty in finding cooperation partners 1 2 3 4 10

for innovation
Continued on Page
13. FACTORS HAMPERING INNOVATION ACTIVITIES (cont.)

B. From January 2021 to December 2021, how important in this establishment were the
following factors for hampering innovation activities of projects or influencing a decision?
LN
Factors Hampering Innovation Activities 2 – Medium 4 – Factor not experienced
1 2 3 4
3. Market a. Market dominated by established 1 2 3 4 11
factors enterprises
b. Uncertain demand for innovative goods 1 2 3 4 12
or services
c. High incidence of counterfeit/ infringement 1 2 3 4 13
issues in the sector
4. Reasons a. No need due to prior innovations 1 2 3 4 14
not to
innovate b. No demand for innovations 1 2 3 4 15
c. Legal issues such as regulations or tax rules 1 2 3 4 16
5. Others, specify: 1 2 3 4 17
14. INTELLECTUAL PROPERTY PROTECTION

A. From January 2021 to December 2021, did this establishment ever apply for the
following intellectual property protection instruments:
LN
1. Patent 1 2 01
2. Trademark / Service Mark / Collective Mark 1 2 02
3. Copyright 1 2 03
4. Utility model registration 1 2 04
5. Design registration 1 2 05
6. Others, specify: 1 2 06
B. If YES in any line of the above item, how important were the following in the decision
of this establishment to innovate?
Not Very LN
Mark () appropriate box. Important
Important Important NO
1. Patent 1 2 3 07
2. Trademark / Service Mark / Collective Mark 1 2 3 08
3. Copyright 1 2 3 09
4. Utility model registration 1 2 3 10
5. Design registration 1 2 3 11
6. Others, specify: 1 2 3 12
C. If NO in any line of Item 14A, what were the possible reasons for this establishment
in not applying for intellectual property protection?
LN
Mark () the applicable box/es. NO
a Too costly in terms of time and resources 13
b Not aware of the need 14
c Do not know how to apply for protection 15
d Others, specify: 16
Continued on Page
14. INTELLECTUAL PROPERTY PROTECTION (cont.)

D. How effective were the following methods for maintaining or increasing the
competitiveness of product and process innovations introduced by this
establishment from January 2021 to December 2021?
Degree of Effectiveness
Mark () appropriate box. Rate using the following: LN
Method 2 – Medium 4 – Not Used
1 2 3 4
1. Patents 1 2 3 4 17
2. Utility model registration 1 2 3 4 18
3. Industrial design registration 1 2 3 4 19
4. Copyright 1 2 3 4 20
5. Trademarks/Service Marks/Collective Marks 1 2 3 4 21
6. Lead time advantages 1 2 3 4 22
7. Complexity of goods or services 1 2 3 4 23
8. Secrecy (include non-disclosure agreement) 1 2 3 4 24
15. ORGANIZATIONAL INNOVATION
An organizational innovation is the implementation of a new organizational method in the business practices, workplace organization or
external relations of this establishment.
 It must be the result of strategic decisions taken by management.
 Exclude mergers or acquisitions, even if for the first time. Mergers and acquisitions may involve organizational innovations,
however, if the establishment develops or adopts new organization methods in the course of the merger or acquisition.
A. Compared to other foreign-based establishment of a similar size and sector, how

close was the organizational structure of this establishment to international best
practice?
Best practice is defined as an organizational structure that maximized productivity, quality, and customer service.
LN
1 Close to or at best practice 4 Below average 01
2 Above average 5 Well below average
3 Average 6 Do not know
B. From January 2021 to December 2021, did this establishment introduce...

Do not LN
Organizational Innovation YES NO
Know NO
1. New or significantly improved knowledge management 1 2 3 02

systems to better use or exchange information, knowledge and
skills within this establishment
2. New management systems for the production and/or 1 2 3 03

supply operations of this establishment
3. Significant changes to the organization of work in this establishment
that:
a. Increased employee decision making and responsibility 1 2 3 04
for their work
b. Decreased employee decision making and responsibility 1 2 3 05

for their work
c. Had no effect on employee decision making 1 2 3 06
and responsibilities
Continued on Page
15. ORGANIZATIONAL INNOVATION (cont.)
B. From January 2021 to December 2021, did this establishment introduce...

Do
LN
Organizational Innovation YES NO not NO
Know
4. A significant change to the management structure of this 1 2 3 07
establishment, such as creating new divisions or departments,
integrating different departments or activities, adoption of a
networked structure, etc.
5. New or significant changes in its relations with other 1 2 3 08

establishments or public institutions, such as through
alliances, partnerships, outsourcing or sub-contracting
If NO to Items 15B.1, 15B.2, 15B.3a, 15B.3b, 15B.3c, 15B.4, and 15B.5, go to Item 15G. Otherwise,
proceed to Item 15C.
C. What was the source of the ideas for the organizational innovations of this
establishment?
LN
Mark () applicable box/es. NO
a This establishment c Other establishments or 09

institutions outside the
enterprise or competitors
b Main office of this establishment and/or d Customer/direct stakeholders
other establishment within the enterprise
D. How did this establishment perceive the effects of its organizational innovations
introduced from January 2021 to December 2021?
If this establishment introduced several organizational innovations, make an overall evaluation.
Effects of the Organizational Innovation Rate using the following: LN

of this Establishment 1 – High 3 – Low NO
2 – Medium 4 – Not Relevant
1 2 3 4
1. Reduced time to respond to customer or supplier needs 1 2 3 4 10
2. Improved quality of goods or services 1 2 3 4 11
3. Reduced costs per unit output 1 2 3 4 12
4. Improved employee satisfaction and/or lower 1 2 3 4 13

employee turnover
5. Improved communication or information sharing 1 2 3 4 14
6. Increased public’s awareness of the company/ 1 2 3 4 15

product/service
7. Increased ability to develop new products or processes 1 2 3 4 16
E. Approximately what percent of total employment were directly affected by its

organizational innovation in 2021?
Report the percent of total employment directly affected in the organizational innovation LN
of this establishment in the box provided. NO
Percent of Total Employment Directly Affected in the 18

Organizational Innovation
%
(e.g., displacement, promotion, demotion, reassignment, retrenchment, etc.)
Continued on Page
15. ORGANIZATIONAL INNOVATION (cont.)
F. Were any of these organizational innovations essential to the implementation of

other types of innovation introduced by this establishment in 2021?
Mark () the appropriate box. Mark () in column “Not Relevant” if this establishment did NOT
introduce any of the following innovations.
Not LN
Types of Innovation YES NO Relevant NO
1. Product innovation for a new or improved good 1 2 3 19
2. Product innovation for a new or improved service 1 2 3 20
3. Process innovation 1 2 3 21
G. Why did this establishment not introduce an organizational innovation from January
2021 to December 2021?
Not LN
Reasons for Not Introducing Organizational Innovation YES NO Applicable NO
1. Organizational innovations were introduced before January 1 2 3 22
2021 and no need for further change
2. Lack of funds or financing to implement an organizational 1 2 3 23
innovation
3. Lack of staff or human resources to implement an 1 2 3 24
organizational innovation
4. Resistance of staff or management to organizational change 1 2 3 25
5. Others, specify: 1 2 3 26
16. MARKETING INNOVATION
A marketing innovation is the implementation of a new marketing method involving significant changes in product design or packaging
product placement, product promotion or pricing.
A. From January 2021 to December 2021, did this establishment introduce the following
marketing innovations:
LN
Types of Marketing Innovation YES NO NO
1. Design a. Introduce significant changes to the design of a good or 1 2 01

service
(Exclude routine/seasonal changes such as clothing fashions)
b. Introduce significant changes to the packaging of a good 1 2 02
2. Promotion a. Implement a new marketing strategy to target new customer 1 2 03

groups or market segments
b. Use digital and interactive media or techniques to promote 1 2 04

products, such as new advertising concepts, a new brand image
or new techniques to customize promotion to individual
customers or groups
3. Placement a. Use new sales channels, such as direct selling, internet sales, 1 2 05
or product licensing
b. Introduce new concepts for product presentation in sales 1 2 06

outlets (e.g., sales rooms, websites, other types of outlets)
4. Pricing a. Use new pricing methods to market goods or services 1 2 07
If NO to Items 16A.1, 16A.2, 16A.3 and 16A.4, go to Item 17. Otherwise, proceed to Item 16B.
Continued on Page
16. MARKETING INNOVATION (cont.)
B. Which unit developed these marketing innovations?

LN
1 Mainly this establishment 3 This establishment together 08

with other establishments or
2 This establishment together with its main institutions outside the
office and/or establishment within the enterprise enterprise
C. How did this establishment perceive the effects of its marketing innovations from
January 2021 to December 2021?
If this establishment introduced several marketing innovations, make an overall evaluation.
LN
Effects of Marketing Innovation 1 – High 3 – Low NO
2 – Medium 4 – None/Not Relevant
1 2 3 4
1. Sales growth for its goods and services 1 2 3 4 09
2. Increase in product/service exports 1 2 3 4 10
3. Increased visibility of products or business 1 2 3 4 11
4. Expanded market reach (whether local or global) 1 2 3 4 12
5. Strengthened relationships with customers 1 2 3 4 13
6. Improved customer satisfaction 1 2 3 4 14
7. Identified more specific sectors for target market 1 2 3 4 15
8. Increased market share 1 2 3 4 16
9. Increased market leadership/market concentration 1 2 3 4 17
D. From January 2021 to December 2021, how important were the following market-
related activities for the innovation projects of this establishment?
LN
Market-Related Activities 1 – High 3 – Low NO
2 – Medium 4 – None/Not Used
1 2 3 4
1. Maintaining close links between its marketing 1 2 3 4 19

department and departments or groups involved
in developing or implementing its innovations
2. Systematic analysis by its marketing division 1 2 3 4 20

of the needs of its customer
3. Systematic analysis of the effectiveness of its 1 2 3 4 21

marketing techniques
Continued on Page
16. MARKETING INNOVATION (cont.)
E. If this establishment introduced a marketing and product innovation from January

2021 to December 2021...
LN
1. Were any of these marketing innovations an integral part of any 1 2 23
of the product innovations of this establishment?
For example, a design change was an essential part of a technical innovation, or a new
marketing method was part of a process innovation
2. Were any of these marketing innovations necessary for the 1 2 24

successful introduction of the product innovation/s of this establishment?
17. PUBLIC SECTOR PROCUREMENT AND INNOVATION
A. Did this establishment undertake any innovation activities as part of a procurement

contract to provide goods or services to a public sector organization in 2021?
Include activities for product, process, organizational and marketing innovations.
The public sector includes government-owned organizations such as local, regional, and national administrations and agencies, schools,
hospitals, and government service provider such as security, transport, housing, energy, etc.
LN
1 Yes, and innovation required as part of the contract 01
2 Yes, but innovation not required as part of the contract
3 Yes, for both required and not required innovation (more than one contract)
4 No
If NO, go to Item 17C. Otherwise, proceed to Item 17B.
B. If YES in the above item, specify the government agencies that this establishment
had worked with in 2021/currently working with since 2021:
Agencies where innovation is REQUIRED as Agencies where innovation is NOT LN
part of the contract REQUIRED as part of the contract NO
02
C. What were the challenges in providing innovative goods and services to the public
procuring entity in 2021?
LN
a Regulatory barriers 03
b Unavailability of the good or service in the local market 04
c Inability to meet the technical specifications in the contract 05
d Others, specify: 06
18. REGISTRATION WITH INVESTMENT PROMOTION AGENCIES

A. Is this establishment currently registered or ever been registered with any of the
investment promotion agencies (IPA)?
Mark () appropriate box. If YES, indicate the year of registration.
Year LN
YES of Registration NO NO
1. Board of Investment 1 2 01
2. Philippine Export Zone Authority 1 2 02
Continued on Page
18. REGISTRATION WITH INVESTMENT PROMOTION AGENCIES (cont.)
B. Which of the following financial and other incentives has this establishment ever
availed of since its registration with any of the IPAs? How about in 2021?
Mark () applicable box/es.
Ever Since Did not LN

Financial and Other Incentives Registration
2021 ever avail NO
1. Income tax holiday a b c 04
2. Special Corporate Income Tax (SCIT) a b c 05
3. Tax deduction a b c 06
4. Duty exemption on importation of capital equipment, a b c 07

raw materials, spare parts or accessories
5. VAT exemption on importation a b c 08
6. VAT Zero-rating on local purchases a b c 09
7. Depreciation allowance of assets – additional for a b c 10

buildings; and for machineries and equipment
8. Deduction on labor expense a b c 11
9. Deduction on R&D a b c 12
10. Deduction on training expense a b c 13
11. Deduction on domestic input expense a b c 14
12. Deduction on power expense a b c 15
13. Deduction for reinvestment allowance to a b c 16

manufacturing industry
14. Enhanced net operating loss carry-over (NOLCO) a b c 17
15. Direct subsidy/grants a b c 18
16. Subsidized loan a b c 19
17. Loan guarantees a b c 20
18. Others, specify: a b c 21
Continued on Page
18. REGISTRATION WITH INVESTMENT PROMOTION AGENCIES (cont.)
C. How did this establishment perceive the importance of financial and other incentives
given by the IPAs in 2021?

LN
Financial and Other Incentives 1 – High 3 – Low NO
1 2 3 4
1. Income tax holiday 1 2 3 4 22
2. Special Corporate Income Tax (SCIT) 1 2 3 4 23
3. Tax Deduction 1 2 3 4 24
4. Duty exemption on importation of capital equipment 1 2 3 4 25

raw materials, spare parts, or accessories
5. VAT exemption on importation 1 2 3 4 26
6. VAT Zero-rating on local purchases 1 2 3 4 27
7. Depreciation allowance of assets – additional for 1 2 3 4 28

buildings; and for machineries and equipment
8. Deduction on labor expense 1 2 3 4 29
9. Deduction on R&D 1 2 3 4 30
10. Deduction on training expense 1 2 3 4 31
11. Deduction on domestic input expense 1 2 3 4 32
12. Deduction on power expense 1 2 3 4 33
13. Deduction for reinvestment allowance to 1 2 3 4 34

manufacturing industry
14. Enhanced net operating loss carry-over (NOLCO) 1 2 3 4 35
15. Direct subsidy/grants 1 2 3 4 36
16. Subsidized loan 1 2 3 4 37
17. Loan guarantees 1 2 3 4 38
Continued on Page
19. KNOWLEDGE MANAGEMENT

Knowledge management involves activities related to the capture, use and sharing of knowledge by the organization. It involves the
management both of external linkages and of knowledge flows within the establishment, including methods and procedures for seeking external
knowledge and for establishing closer relationships with other establishments (suppliers, competitors), customers or research institutions.
A. Did this establishment used any of the following knowledge management practices
from January 2021 to December 2021?
LN
Knowledge Management Practices YES NO NO
1. A written knowledge management policy 1 2 01
2. Incentives for employees to share knowledge within this establishment 1 2 02
3. Dedicated resources to monitor and obtain knowledge from 1 2 03

outside this establishment
4. A policy to bring in external experts from universities, research 1 2 04
institutes, or other establishments to participate in project teams, as
needed
5. Regular updates of internal databases or manuals of good work 1 2 05
practices, lessons learned, or expert advice
B. Did this establishment comply to ISO standards in 2021?

ISO certification certifies that a management system, manufacturing process, service, or documentation procedure has all the requirements for
standardization and quality assurance.
LN
1 Yes, certified 07
2 Yes, under certification
3 No certification at all
If NO, go to Item 19D. Otherwise, proceed to Item 19C.

C. If YES in the item above, why did this establishment implement ISO in 2021?
LN
a Better efficiency of systems 08
b Managed control of key processes 09
c Promotion and standardization of good working practices 10
d Greater marketing appeal and improved public relations 11
e System for managing employee training 12
f Effective management of risk 13
g Others, specify:
14
Go to Item 20A.
D. If NO in Item 19B, why did this establishment did not implement ISO in 2021?
LN
a Costly to obtain and maintain 15
b Lengthy time-scale to develop and obtain certification 16
c Difficult to implement 17
d Organizational resistance to change 18
e More documentation 19
f Not aware of the ISO 20
g Others, specify: 21
Continued on Page
20. GOVERNMENT INNOVATION-RELATED POLICIES
A. Did this establishment knew of any government innovation policies or initiatives 2021?
in
LN
1 YES 2 NO 01
If NO, go to Item 20D. Otherwise, proceed to Item 20B.

B. What were the government institutions that this establishment was aware of that
implement innovation policies or initiatives for businesses in 2021?
LN
a Department of Information and Communications Technology (DICT) 02
b Department of Science and Technology (DOST) 03
c Department of Trade and Industry (DTI) 04
d Intellectual Property Office of the Philippines (IPOPHL) 05
e Others, specify: 06
C. Did this establishment avail of any government support or assistance in its

innovation activity from January 2021 to December 2021?
LN
1 YES 2 NO 3 Do not Know 07
D. How did this establishment perceive the importance of the following government
support programs for its innovations from January 2021 to December 2021?
LN
Market-Related Activities 1 – High 3 – Low
NO
1 2 3 4
1. R&D funding 1 2 3 4 08
2. Training/scholarships 1 2 3 4 09
3. Direct subsidies/grants 1 2 3 4 10
4. Tax deduction 1 2 3 4 11
5. Tax credits 1 2 3 4 12
6. Tax holiday 1 2 3 4 13
7. Duty free importation 1 2 3 4 14
8. Technical support/advice 1 2 3 4 15
9. Infrastructure support 1 2 3 4 16
10. Subsidized loans 1 2 3 4 17
11. Loan guarantees 1 2 3 4 18
E. What are the suggestions of this establishment on how the government can
encourage innovation in this establishment?
LN
Indicate suggestion/s on how the government can encourage innovation in this establishment. NO
20
Continued on Page
21. FOURTH INDUSTRIAL REVOLUTION

The Fourth Industrial Revolution (FIRe), also known as Industry 4.0, is “characterized by a fusion of technologies that is blurring the lines
between physical, digital, and biological spheres” (Schwab 2016). It has urged firms globally to capitalize on innovation to improve their
productivity and competitiveness.
A. Was this establishment aware of the opportunities and challenges posed by

advancements in technology (e.g., developments in the 21st century, Fourth Industrial
Revolution)?
LN
1 YES 2 NO 01
If NO, go to Item 22A. Otherwise, proceed to Item 21B.
B. What FIRe frontier technologies/tools had this establishment utilized in 2021?
LN LN
a Artificial Intelligence (AI) and h The 5G Network 09
02
Machine Learning i Genomics and Gene Editing 10
b Internet of Things (IoT) 03 j Automation 11
c Big Data 04 k 3D Printing 12
d Blockchains 05 l SMART Factory 13
e Cloud and Edge Computing, m Voice Recognition 14
06
Quantum Computing n Wearable Technologies 15
f Robots and Cobots 07 o Others, specify:
g Augmented, Virtual and Mixed 16
08
Reality
C. What were the barriers this establishment encountered in using these technologies in 2021?
LN
a Lack of funds within this establishment or enterprise 17
b Lack of finance from sources outside this establishment 18
c High costs of procuring the technology 19
d Lack of qualified and trained personnel 20
e Lack of information on technology 21
f Lack of information on markets 22
g Difficulty in finding cooperation partners 23
h No demand/need for using such technologies 24
i Others, specify:
25
22. GENERAL INFORMATION ON PLATFORM USE

An online platform is a digital intermediary and infrastructure that brings together various parties (such as sellers and buyers of products and
services) through the internet to interact, thereby matching supply and demand in a multi-sided market. Examples of an internet platform include
(a) social media platforms such as Facebook, YouTube, Instagram, Viber, and LinkedIn; (b) e-commerce platforms such as Lazada, Shopee, and
Zalora;(c) other platforms such as Google (search engine); Grab, Lalamove and Angkas (ride-sharing or logistics services); Netflix, Youtube and
Spotify (media-streaming); Airbnb (accommodation services); CrowdFlowers and Microworkers (crowdwork); Zoom and Webex (video
conferencing, online meetings); Gcash, Paymay, Paypal, Coins (e-money).
A. Did this establishment use the services of online platforms for carrying out its
business activities (e.g., for selling goods or services, selling apps or software,
advertising, purchasing) in 2021?
LN
1 YES 2 NO 01
If NO, proceed to Item 28. Otherwise, proceed to Item 22B.
B. What were the top three platforms (in order of most frequent use) utilized by this
establishment in 2021? When did this establishment first used these platforms?
LN
Platform Name Year NO
1. 02
2. 03
3. 04
Continued on Page
22. GENERAL INFORMATION ON PLATFORM USE (cont.)

C. Which of the following were the uses of an online platform for this establishment 2021?
in
LN
a Own/manage platform/s (Accomplish Item 23A.) 05
b Sell products/services (Accomplish Item 24A.)
c Purchase products/services (Accomplish Item 25A.)
d Advertise firm or firm’s products/services (Accomplish 26A.)
23. PLATFORM OWNERS/MANAGERS
A. Platform Name in 2021, Platform Website, Year the Platform Started Operation in the
Philippines
LN
NO
1. Platform Name : 01
2. Platform URL/Website : https://www. 02
3. Year the Platform Started

Operation in the Philippines
: 03
B. Features Available within the Platform in 2021

LN LN
a Media streaming h Search advertising
(e.g. Youtube, Tiktok, Netflix, Spotify, Kumu, Twitch)
04 11
(e.g. Google, Pinterest, Yahoo)
b Messaging/Communication i Food delivery

05 12
(e.g. Messenger, Whatsapp, Telegram, Vector) (e.g. Grabfood, Foodpanda)
c Social networking sites j Transportation network

06 13
(e.g. Facebook, Twitter, Instagram) (e.g. Grab, Angkas, Lalamove)
d Marketplace k Travel booking

07 14
(e.g. Shopee, Carousell, Lazada) (e.g. Airbnb, Booking.com, Agoda)
e Crowdsource content l Education platforms

(e.g. Reddit, Quora) 08 (e.g. Coursera, Udemy) 15
f Jobs platform m Innovation platforms

09 16
(e.g. Jobstreet, Kalibrr) (e.g. iOs, Android, Microsoft)
g Fintech n Others, specify:

(e.g. Gcash, PayMaya, Coins.ph, PayMongo) 10 17
C. Was the platform of this establishment open to third-party users in 2021?

LN
1 YES 2 NO 18
If NO, go to Item 23E. Otherwise, proceed to Item 23D.
D. What type of third-party users did this establishment allow in its platform in 2021?
LN LN
a Advertisers 19 h Employers 26
b Buyers 20 i Workers 27
c Sellers 21 j Drivers 28
d Content consumers 22 k Riders 29
e Content producers 23 l Couriers 30
f App developers 24 m Payment channel 31
g App users n Others, specify:

25 32
Continued on Page
23. PLATFORM OWNERS/MANAGERS (cont.)

E. From January 2021 to December 2021, did the platform of this establishment…
LN
a Aimed to match users based on their expectations (e.g. job seeking)? 33
b Matched requests of users but the transaction is carried outside the platform
34
(e.g. website for classified ads)?
c Acted as a marketplace where the transaction between users and all the activities related to the
35
transaction is managed through the platform?
d Facilitated interactions by providing the appropriate tools or instruments? 36
F. From January 2021 to December 2021, did the platform of this establishment allowed
sharing of access to underused/unused goods and services?
LN
1 YES 2 NO 37
G. What were the drivers of growth of the online platform of this establishment in 2021?
LN LN
a More participants 38 c More content 40
b More transactions 4 Others, specify:

39 41
H. Using online platforms, in which geographic markets did this establishment sell
goods or services from January 2021 to December 2021?
LN LN

I. What were the generated revenue in Philippine peso (PhP) and the percent share of
national and international trade/cross-border transactions made by this establishment in
2021?
Report the generated revenue in PhP and the percent share of national and international trade/cross-
border transactions made by this establishment. Percentage must total to 100%.
LN
Transaction Revenue Percent Share NO
Local PhP % 46
International PhP % 47
J. How did the platform of this establishment generate revenue in 2021?

LN LN
a Admission fees 48 g Commission-based 54
b Membership fees 49 h Advertisement-based 55
c Subscription fees 50 i Riders 56
d Transaction fees 51 j Couriers 57
e Data monetization 52 l Others, specify:

58
f Service and product sales 53
K. Who set the prices and circumstances of logistics (e.g., delivery of good or service) in 2021?
LN
1 Platform 3 Others, specify: 59
2 Third-party
Continued on Page
L. What were the factors that affected the prices or circumstances of logistics in 2021?
LN LN
a Fixed rate 60 d Choice of courier 63
b Demand 61 e Payment method 64
c Location 62 f Others, specify: 65
M. How many transactions per day were made in the platform of this establishment in 2021?
LN
1 0 to 10 5 501 to 1,000 66
2 11 to 50 6 1,001 to 10,000
3 51 to 100 7 10,001 to 50,000
4 101 to 500 8 Over 50,000
N. From 01 January 2021 to 31 December 2021, how many were engaged in this
establishment’s platform as:
Report the number of those engaged in this establishment’s platform as sellers, clients/buyers and/or
advertisers.
LN
Number NO
1. Sellers 67
2. Clients/Buyers 68
3. Advertisers 69
O. Did this establishment advertised also in its own platform in 2021?

LN
1 YES 2 NO 70
P. What was the percent share of foreign ownership in the platform operations of this
establishment in 2021?
Report the percent share of foreign ownership in your platform operations. If fully Filipino- LN
owned, indicate zero. NO
Percent Share of Foreign Ownership of this Establishment’s 71

Platform Operations %
Q. What types of funding had this establishment obtained in 2021?

LN LN
a Financing from friends and family 72 e Personal savings 76
b Grants 73 f Business angels 77
c Loans 74 g Venture capital 78
d Crowdfunding 75 h Business incubators 79
R. What type of taxes did this establishment paid in 2021?

LN LN
a Income tax 80 d Withholding tax 83
b Corporate tax 81 e Others, specify: 84
c Value-added tax (VAT) 82 f None 85
S. Did the platform of this establishment collect users’ data in 2021?

LN
1 YES 2 NO 86
If NO, go to Item 23V. Otherwise, proceed to Item 23T.
Continued on Page
T. What kinds of data did this establishment’s platform collected in 2021?

LN LN
a Personal identification data 87 g Search queries 93
b Payment data 88 h Browsing data 94
c Product transaction data 89 i Friends and groups followed 95
d Service transaction data 90 j Phone contacts 96
e Content consumption data 91 k Device/connection data 97
f Personal expression data 92 l Location data 98
U. How did this establishment’s platform utilize the collected users’ data in 2021?
LN LN
a To optimize platform app/website 99 f Personalized content and information 104
b To provide better user experience 100 g To measure traffic and usage trends 105
c To advertise 101 h To develop new services 106
d To operate, maintain, and provide 102 i To attract more users and increase 107
features and functionality of the their usage of the platform
platforms’ products and services j To fix technology problems 108
e To communicate with users 103 k For safety and security 109
V. What was the total number of employees directly employed for the platform
operations of this establishment as of 15 November 2021?
Report the total number of employees directly employed for the platform operations of this
establishment as of 15 November 2021 by their highest educational attainment and sex.
Highest Educational Attainment Sex LN
(Refer to last page for the definition of each category.) Male Female NO
1. Early childhood education (no grade completed, nursery, 110
kindergarten)
2. Primary education (elementary) 111
3. Lower secondary education (junior high school/old
curriculum)
112
4. Upper secondary education (senior high school) 113

5. Post-secondary non-tertiary education 114
6. Short-cycle tertiary education or equivalent 115
7. Bachelor level education or equivalent 116
8. Master level education or equivalent 117
9. Doctoral level education or equivalent 118
10. TOTAL 119
W. What were the work schedule arrangements of these platform employees in 2021?
LN LN
a Full time (at least 40 hours per week) 120 d Compressed workweeks 123
b Part-time 121 e Telecommuting 124
c Flexible Time (Flextime) 122 f Job sharing 125
X. Did the users need to set up an account to be able to access products/services on this
establishment’s platform in 2021?
LN
1 YES 2 NO 126
Continued on Page
Y. What type of verification process did this establishment required for its clients in 2021?
LN
a Knowledge-based Authentication (security questions) 127
b Two-factor Authentication (code sent to email/mobile number) 128
c Biometric Verification (facial, voice, iris, fingerprint recognition) 129
d Submission of valid IDs 130
e Photo and video documentation 131
f Personal appearance/interview 132
g Video interview 133
h Others, specify: 134
24. PLATFORM SELLERS
A. When did this establishment started using a platform?

LN
Indicate the earliest year that this establishment started using a NO
platform.
01
B. Did this establishment have physical store/s in 2021?

LN
1 YES 2 NO 02
If NO, go to Item 24D. Otherwise, proceed to Item 24C.
C. Where was the location of the stores of this establishment in 2021?

LN
1 Local (within the region) 3 Philippines and other ASEAN countries 03
2 National (within the country) 4 Philippines and all other countries
For example, this establishment has
branches in Metro Manila and other
highly urbanized cities, this should be
marked.
D. Which type of platform did this establishment used to sell its products/services in 2021?
LN LN
a Media streaming 04 h Search advertising 11

(e.g. Youtube, Tiktok, Netflix, Spotify, Kumu, Twitch) (e.g. Google, Pinterest, Yahoo)

05 12

06 13

07 14


09 16

Continued on Page
24. PLATFORM SELLERS (cont.)

E. From January 2021 to December 2021, with an online platform, did this establishment
ever…
LN
a earned an income/revenue by selling products or your firm’s possessions, or licensing creative works,
18
through online marketplaces?
b earned an income/revenue by selling financial products or services in online platforms? 19
c earned an income/revenue by renting out premises to someone else through online 20

platforms?
d earned an income/revenue by leasing out your parking space, car or other goods such as tools, toys or
21
dresses, to someone else through online platforms?
e offered services through online platforms where the platform matches this establishment with the
client and you are paid via the platform, and staff in this establishment perform the work IN 22
PERSON, at a SPECIFIED LOCATION, rather than via the internet?
f offered services through online platforms where the platform matches this establishment with the
client and you are paid via the platform, but the work is COMPUTER OR INTERNET-BASED, 23
rather than done at a specific location?
F. Why did this establishment used online platform/s in 2021?
LN
a Primary source of revenue 24
b Earn extra money 25
c “Work the hours I choose” 26
d “Choosing my own tasks or projects” 27
e “Working in place that I choose” 28
f “Working for myself and being my own boss” 29
g Building networks 30
h Enjoyable work 31
i Attract more clients 32
j “Gain new knowledge or skills, or improve on my skills” 33
k No other choice of employment 34
l Others, specify: 35
G. In which geographic markets did this establishment sell goods or services from
January 2021 to December 2021 through online platforms?
LN LN
H. What were the generated revenue in Philippine peso (PhP) and the percent share of
national and international trade/cross-border transactions made by this establishment in
2021?
Report the generated revenue in PhP and the percent share of national and international trade/cross-
border transactions made by this establishment. Percentage must total to 100%.
LN
Transaction Revenue Percent Share NO
Local PhP % 40
International PhP % 41
I. Did the online platforms that this establishment mainly use charged fees to sellers in 2021?
LN
1 YES 2 NO 42
If NO, go to Item 24L. Otherwise, proceed to Item 24J.
Continued on Page
J. What kind of fees did this establishment’s platform charged in 2021?

LN LN
a Admission fees 43 g Commission-based 49
b Membership fees 44 h Advertisement-based 50
c Subscription fees 45 i Riders 51
d Transaction fees 46 j Couriers 52
e Data monetization 47 k Others, specify:

53
f Service and product sales 48
K. How much in Philippine peso (PhP) did this establishment’s platform pay for these
fees in 2021?
LN
1 Less than PhP 1,000 4 PhP 10,001 to PhP 50,000 54
2 PhP 1,001 to PhP 5,000 5 PhP 50,001 to PhP 100,000

3 PhP 5,001 to PhP 10,000 6 More than PhP 100,000
L. Who set the prices and circumstances of logistics (e.g. delivery of good or service) in
online platforms in 2021?
LN
1 Platform 3 Others, specify: 55
2 Third-party
M. What were the factors that affected the prices or circumstances of logistics in 2021?
LN LN
a Fixed rate 56 d Choice of courier 59
b Demand 57 e Payment method 60
c Location 58 f Others, specify: 61
N. From January 2021 to December 2021, had this establishment encountered…

LN
N.1. Unfair contractual terms and conditions by online platforms? 1 2 62
N.2. Other unfair practices by online platforms? 1 2 63

If YES, specify:
O. Primary Source of Revenue

O.1. Was selling in online platforms the primary source of revenue for this
LN
1 YES 2 NO 64
O.2. Did this establishment had other sources of revenue in 2021?

LN
1 YES 2 NO 65
Continued on Page

O. Primary Source of Revenue (cont.)
O.3. If NO in Item 24O.1, what was the primary source of revenue of this
LN
1 Sales from physical stores 66
2 Interest on bank accounts, investments, and other financial intermediaries 67
3 Sale of equipment no longer needed and/or other unwanted assets 68
4 Rentals 69
5 Government support 70
6 Others, specify: 71
P. Did this establishment advertise platform listings in 2021?

LN
a Yes, within platforms only 72
b Yes, outside online platforms 73
c No 74
Q. How often did this establishment offer services/sell goods in online platforms from
01 January 2021 to 31 December 2021?
LN
1 At least once a day 4 At least once a month 75
2 At least twice per week 5 At least once per year

3 Once a week
R. Taxes
R.1. Did this establishment pay taxes as a seller in online platforms in 2021?
LN
1 YES 2 NO 76
R.2. What type of taxes did this establishment pay in online platform/s in 2021?
LN LN
a Income tax 77 d Withholding tax 80
b Corporate tax 78 e Others, specify: 81
c Value-added tax (VAT) 79 f None 82
S. How much did this establishment trust online reviews and rating systems in online
platforms in 2021?
LN
1 Strongly trustful 4 Untrustful 83
2 Trustful 5 Strongly untrustful

3 Neutral 6 Do not know
T. Complaints
T.1. Had this establishment ever filed a complaint via online platforms in 2021?
LN
1 YES, on a transaction 2 YES, against the platform 3 NO 84
If NO, go to Item 24U. Otherwise, proceed to Item 24T.2.
Continued on Page

T. Complaints (cont.)
T.2. Did the complaint/s of this establishment get resolved in 2021?
LN
1 YES, all of them 2 YES, some of them 3 NO 85
T.3. How satisfied is this establishment with the way the complaint/s was/were handled?
LN
1 Strongly satisfied 4 Unsatisfied 86
2 Satisfied 5 Strongly unsatisfied

U. Data Access
U.1. Did the online platforms used by this establishment provide access to data
which were critical to its business operation (e.g. customer’s data, etc.) in
2021?
LN
1 YES 2 NO 87
If NO, go to Item 24U.3. Otherwise, proceed to Item 24U.2.

U.2. What kind of data could this establishment access in 2021?
LN LN
a Customer profile 88 c Likes and searches 90
b Transaction costs 89 d Others, specify: 91
U.3. With the data access, what was its effect on this establishment or on the
innovation of this establishment in 2021?
Mark () appropriate box. Indicate also the positive or negative effect/s in the LN
space provided. NO
1 POSITIVE 2 NEGATIVE 3 NO EFFECT 92
V. Revenue from Platforms

V.1. On what basis did this establishment get paid for the selling of its
product/service through online platforms in 2021?
LN
1 Per transaction 3 Fixed monthly revenue 93
2 Weekly 4 Others, specify:
V.2. What was the average monthly revenue from online platforms of this
Report in Philippine peso the average monthly revenue from online platforms of this LN
establishment in 2021. NO
Average Monthly Revenue from

94
Online Platforms PhP
V.3. What percentage of the total revenue of this establishment comes from
platform transactions in 2021?
Report the percentage of the total revenue of this establishment that comes from the LN
platform transactions in 2021. NO
Percent Share of Platform

95
Transactions to Total Revenue %
Continued on Page

W. Did this establishment had legal contract with online platforms containing the terms
and conditions of its business relationship in 2021?
LN
1 YES 2 NO 96
X. Was this establishment offered trainings/seminars by the platform management in 2021?

LN
1 YES 2 NO 97
25. PLATFORM CLIENTS

LN
platform.
01
B. From January 2021 to December 2021, with an online platform, had this
establishment ever…
LN
a bought products or creative works through online marketplaces? 02
b purchased financial products or services through online platforms? 03
c rented premises from someone else through online platforms? 04
d leased a parking space, car or other goods such as tools, toys or dresses, from someone else through 05
online platforms?
e purchased services through online platforms where the platform matches this establishment with
the provider and you pay via the platform, and the provider performs the work IN PERSON, at a 06
SPECIFIED LOCATION, rather than via the internet?
f purchased services through online platforms where the platform matches this establishment with
the provider and you pay via the platform, but the work is COMPUTER OR INTERNET-BASED, 07
rather than done at a specific location?
C. Which type of platform did this establishment use to purchase its products/services in 2021?
LN LN


09 16

10 17

11 18


13 20

D. How often did this establishment visit the online platform that it usually transact with
from 01 January 2021 to 31 December 2021?
LN
1 At least once a day 4 At least once a month 22
2 At least twice per week 5 At least once per year

3 Once a week
Continued on Page
25. PLATFORM CLIENTS (cont.)
E. How much in Philippine peso did this establishment spend in online platforms from
01 January 2021 to 31 December 2021?
LN

3 PhP 20,001 to PhP 50,000 7 PhP 500,001 to PhP 1,000,000
4 PhP 50,001 to PhP 100,000 8 More than PhP 1,000,000
F. Why did this establishment use online platform/s in 2021?

LN
a Convenient 24
b Accessing information about goods and services 25
c Able to participate in social networks 26
d Free shipping 27
e Lower prices 28
f More product options 29
g Discounts 30
h Search for a certain brand 31
i Safety 32
j Able to see reviews from other customers 33

k Others, specify:
G. How much did this establishment trust online reviews and rating systems in online
platforms in 2021?
LN

H. Complaints
H.1. Had this establishment ever filed a complaint via online platforms in 2021?
LN
1 YES, on a transaction 2 YES, against the platform 3 NO 36
If NO, go to Item 25I. Otherwise, proceed to Item 25H.2.

H.2. Did the complaint/s of this establishment get resolved in 2021?
LN
1 YES, all of them 2 YES, some of them 3 NO 37
H.3. How satisfied was this establishment with the way the complaint/s was/were
handled by the platform in 2021?
LN
1 Strongly satisfied 4 Unsatisfied 38
2 Satisfied 5 Strongly unsatisfied

Continued on Page
25. PLATFORM CLIENTS (cont.)

I. From January 2021 to December 2021, had this establishment encountered…
LN
1. Unfair contractual terms and conditions by online platforms? 1 2 39
2. Other unfair practices by online platforms? 1 2 40

If YES, specify:
J. Data Access
J.1. Did the online platforms used by this establishment provide access to data
2021?
LN
1 YES 2 NO 41
If NO, go to Item 25J.3. Otherwise, proceed to Item 25J.2.

J.2. What kind of data could this establishment access in 2021?
LN LN
J.3. With the data access, what was its effect on this establishment or on the
Mark () appropriate box. Indicate also the positive or negative effect/s in the space LN
provided. NO
26. PLATFORM ADVERTISERS

LN
platform.
01
B. Which type of platform did this establishment put its advertisements in 2021?
LN LN


03 10

04 11

05 12


07 14

Continued on Page
26. PLATFORM ADVERTISERS (cont.)
C. Did this establishment had legal contract with online platforms containing the terms
and conditions of its business relationship in 2021?
LN
1 YES 2 NO 16
D. How much in Philippine peso did this establishment spent to advertise in online
platforms from 01 January 2021 to 31 December 2021?
LN
3 PhP 20,001 to PhP 50,000 7 PhP 500,001 to PhP 1,000,000
4 PhP 50,001 to PhP 100,000 8 More than PhP 1,000,000
E. Why did this establishment advertise in online platform/s in 2021?

LN
a Reaching new markets 18
b Low marketing costs 19
c Increases business visibility online 20
d Competitors also doing it 21
e Convenient, i.e. fast, flexible 22
f Allows multitasking 23
g Able to see feedback 24
h Others, specify: 25
F. How much did this establishment trust online reviews and rating systems in online
platforms in 2021?
LN
G. From January 2021 to December 2021, had this establishment encountered…

LN
1. Unfair contractual terms and conditions by online platforms? 1 2 27
2. Other unfair practices by online platforms? 1 2 28

If YES, specify:
H. Data Access
H.1. Did the online platforms used by this establishment provide access to data
2021?
LN
1 YES 2 NO 29
If NO, go to Item 26H.3. Otherwise, proceed to Item 26H.2.
Continued on Page 36
26. PLATFORM ADVERTISERS (cont.)
H. Data Access (cont.)

H.2. What kind of data could this establishment access in 2021?
LN LN
H.3. With the data access, what was its effect on this establishment or on the
Mark () appropriate box. Indicate also the positive or negative effect/s in the space LN
provided. NO
27. REMARKS
28. CERTIFICATION
I hereby certify that this report for the period to has been completed
accurately.
Name Signature
Position Title Date
29. CONTACT PERSON

Person to be contacted for queries regarding this form:
Name
Position Title Address
Tel. No.
Fax No. Email Address
THANK YOU FOR ACCOMPLISHING THIS FORM!
Activity Name Signature Date

Field Office:
Distributed by
Collected by
Field Edited by
Manually Edited by
Encoded by
Central Office:
Verified by
Concepts and Definitions
A. Legal Organization 11/Graduate; Sprots Track-Grade 11/Graduate; Technology
1. Single Proprietorship (LO=1) refers to a business and Livelihood Education and Technical- Vocational-Grade
establishment organized, owned, and managed by one 11/Graduate).
person, who alone assumes the risk of the business 5. Post-secondary non-tertiary education (Level 4) –
enterprise. This level aims at the individual acquisition of knowledge,
2. Partnership (LO=2) refers to an association of two or skills and competence lower than the level of complexity
more individuals for the conduct of a business enterprise characteristics of tertiary education. Programs at this level
based upon an agreement or contract between or among them provide learning experiences building on secondary
to contribute money, property, or industry into a common education, preparing for labor market entry as well as
fund with the intention of dividing profits among tertiary education. Programs are not considered to be
themselves. tertiary education and are typically vocational and terminal
3. Government Corporation (LO=3) also called programs that prepare for the labor market. Programs at this
Government-Owned or Controlled Corporation (GOCC) level are designed for direct labor market entry. Entry to these
refers to a corporation organized for private aim, benefit, or programs may require the completion of level 3 programs
purpose with the government as the majority stockholder, based on industry-defined requirements.
regardless of whether they are stock or non- stock 6. Short-cycle tertiary Education (Level 5) –This level
corporations. captures the lowest level of tertiary education and includes
4. Stock Corporation (LO=4) refers to an ordinary business advanced technical education and vocational training
corporation organized by private persons, created, and (TVET). The programs are usually practically based,
operated for the purpose of making a profit which may be occupationally specific, and prepare students to enter the labor
distributed in the form of dividends to stockholders based on market. The programs have more complex content than
their invested capital. PSCED levels 3 and 4 but are shorter than PSCED level 6
5. One Person Corporation (LO=4a) refers to a company programs. Although they are usually designed to prepare for
with just one stockholder. Provided, that only a natural employment, they may give credit for transfer into PSCED
person, trust, or an estate may form a One Person levels 6 or 7 programs. Entry to these programs may
Corporation. The single stockholder is also the sole require the completion of levels 3 and 4 programs based on
incorporator, director, and president. A One Person the industry-defined requirements.
Corporation shall indicate the letters “OPC” either below or 7. Bachelor Level Education or Equivalent (Level 6, e.g.,
at the end of its corporate name. 1st Year, 2nd Year, 3rd Year, 4th Year, 5th Year, 6th
6. Non-Stock, Non-Profit Corporation (LO=5) refers to a College Graduate) – The programs are longer and usually
business corporation which does not issue stock to its more theoretically-oriented than level 5 programs. They are
members and are created not to profit but for the public designed to provide participants with intermediate
good and welfare. Of this character are most of the academic and/or professional knowledge, skills and
religious, social, charitable, educational, literary, scientific, competencies, leading to a first-degree equivalent
civic, and political organizations and societies. qualification. They typically have a duration of three to four
7. Cooperative (LO=6) refers to an organization composed years of full-time study at the tertiary level. They may
primarily of small producers and/or consumers who include practical components and/or involve periods of
voluntarily join to form a business enterprise which they work experience as well as theoretically-based studies. They
themselves own, control and patronize. are traditionally offered by universities and equivalent
8. Others (LO=7) refers to an organization not classified in tertiary educational institutions and do not necessarily
any of the above classification. It includes private require the preparation of substantive thesis or dissertation.
associations, foundations, Non-Governmental Entry to these programs normally requires the completion of
Organizations, or other forms of legal organizations. level 3 and 4 programs with access to tertiary education.
B. Highest Educational Attainment 8. Master Level Education or Equivalent (Level 7, e.g.,
1. Early childhood education (Level 0, e.g., Nursery, Masteral Graduate/Undergraduate) – The programs are often
Kindergarten) – This program fosters self-expression with an designed to provide participants with advanced academic
emphasis on language acquisition and the use of language and/or professional knowledge, skills and competencies,
for meaningful communication. This are opportunities for leading to a second degree or equivalent qualification and
active play, so that children can exercise their coordination have a substantial research component but do not yet lead to
and motor skills under supervision and interaction with staff. the award of a doctoral qualification. Entry to this level
Programs providing only childcare (supervision, nutrition, preparing for a second or further degree normally requires
and health) are not covered by Philippine Standard the successful completion of level 6 programs with access to
Classification of Education (PSCED). tertiary education.
2. Primary Education (Elementary) (Level 1, e.g., Grade 1 9. Doctoral Level Education or Equivalent (Level 8, e.g.,
to Grade 5, Elementary Graduate) – This level is typically Doctorate Graduate/Undergraduate) – Doctoral or
designed to provide learners with fundamental skills in equivalent levels are designed primarily to lead to an
listening, speaking, viewing, reading, writing and advanced research qualification and devoted to advanced
mathematics (i.e., literacy and numeracy) and establish a solid study and original research and are typically offered only by
foundation for learning and understanding core areas of research-oriented tertiary educational institutions such as
knowledge, personal and social development, in preparation universities. Doctoral programs exist in both academic and
for lower secondary program. professional fields. The theoretical duration of these
3. Lower Secondary Education (Junior High programs is 3 years full-time in most countries, although the
School/Old Curriculum) (Level 2, e.g., Grade 7/1st actual time that students take to complete the program is
Year, Grade 8/2nd Year, Grade 9/3rd Year, Junior HS/HS typically longer. Entry into level 8 programs or junior
Graduate) – Programs at this level are typically designed to research positions normally requires the successful
build on the learning outcomes from PSCED Level 1. completion of specific level 7 programs.
Usually, the aim is to lay the foundation for lifelong learning C. Revenue from main economic activity refers to cash
and human development upon which education systems received and receivables for products/by-products sold and
may then expand further educational opportunities. rendered. It is also the sales after deducting the sales
Successful completion of PSCED Level 1 or a specific returns, sales allowances, and discounts.
level of achievement may be required for entering PSCED
Level 2 programs. D. Intermediate expense refers to expenses incurred in the
4. Upper Secondary Education (Level 3, e.g., Senior High production of goods and rendering of services such as raw
School) – Programs at this level are designed to complete materials used, other materials and supplies used, fuels
secondary education in preparation for tertiary education or used, electricity and water purchased, and industrial
provide skills relevant to employment, or both. Programs services done by others.
offer learners more varied, specialized and in- depth E. Cloud Services1
instruction in specific subjects or fields than programs at 1. Software-as-a-service (SaaS, e.g., Google
PSCED Level 2. (e.g., Academic Track- Grade Workspace, Dropbox, Salesforce, Cisco WebEx,
11/Graduate; Arts and Design Track-Grade Concur,
1
https://www.bmc.com/blogs/saas-vs-paas-vs-iaas-
whats-the-difference-and-how-to-choose/
GoToMeeting), also known as cloud application services, BDO, PNB, ING), mobile payments (Gcash, Maya,
utilizes the internet to deliver applications, which are Paypal, Dragonpay), cryptocurrency and blockchain
managed by a third-party vendor, to its users. (Binance, Coins.ph, PDAX), insurance (Kwik), and
2. Infrastructure-as-a-service (IaaS, e.g.,Linode, trading (COL Financial, Bonds.PH).
Rackspace, DigitalOcean Amazon Web Services 7. Search Advertising is a method of placing online
(AWS), Cisco Metapod, Microsoft Azure, Google advertisements on web pages that show results from search
Compute Engine (GCE)), also known as Cloud engine queries. Through the same search-engine advertising
infrastructure services, are made of highly scalable and services, ads can also be placed on Web pages with other
automated compute resources. IaaS is fully self-service for published content. This may be general or “horizontal”
accessing and monitoring computers, networking, storage, search (Google, Yahoo, Bing), price comparison sites
and other services. (PriceGrabber, ShopZilla), or specialized or “vertical”
3. Platform-as-a-service (PaaS, e.g., AWS Elastic search (Amazon (for products), LexisNexis (for lawyers),
Beanstalk, Windows Azure, Heroku, Force.com, Google PogoFrog (for physicians)).
App Engine, Apache Stratos, OpenShift), also known as 8. Food delivery is where food that was ordered online is
Cloud platform services, provide cloud components to prepared and delivered to the consumer (GrabFood,
certain software while being used mainly for applications. FoodPanda, Mcdo app)
PaaS delivers a framework for developers that they can 9. Transportation network platform means an online-
build upon and use to create customized applications. All enabled application or digital network used to connect
servers, storage, and networking can be managed by the passengers with drivers using vehicles for the purpose of
enterprise or a third-party provider while the developers can providing prearranged transportation services for
maintain management of the applications. compensation (Grab, Angkas, Joyride) or delivery of
F. Types of Intellectual Properties2 goods (Lalamove, Toktok, Transportify).
1. Patent is an exclusive right granted by the State through 10. Travel Booking platform is a software solution used for
the Intellectual Property Office of the Philippines (IP reservation management such as flights (Cebu Pacific,
Philippines) to a patent owner for a product, process, or an AirAsia, PAL, Traveloka), accommodations (City of
improvement of product or process for a specified period Dreams, Seda, Sofitel, Booking.com, Agoda), short-term
in exchange of the full disclosure of the invention. home rentals (Airbnb), and travel/leisure experiences and
2. Trademark may consists of words, names and first services (Klook), etc.
names, signatures, acronyms among others. It serves as an 11. Education platform is an integrated set of interactive
indicator of source, a guarantee of quality, and an online services that provides users tools, and resources to
advertising tool. The right to a trademark is granted when its support and enhance educational delivery and
owner registers it with the IP Philippines. The trademark management. Examples include Coursera, Skillshare, Edx,
has a 10-year protection renewable for succeeding periods Duolingo, etc.
of 10 years. 12. Innovation platforms serve as technological building
3. Copyright is the exclusive and legally secured right blocks on top of which innovators can develop
given to creators or authors for their literary and artistic complementary products/services (iOS, Android, Linux,
works to prohibit or authorize the reproduction or copying of Microsoft, etc.).
the work. It allows the creator to derive economic or H. Types of Fundings
financial reward from the use of his works by others and to 1. Crowdfunding involves funding a business by taking
claim authorship of a work and to have that authorship small amounts of capital from many people, usually via the
recognized. internet. This involves funding a business by taking small
4. Utility model is also known as a petty patent. To qualify, amounts of capital from many people, usually via the
the invention must be new and industrially applicable. It has internet.
a term of protection of seven years, without renewal. 2. Business angels are high-net-worth individuals who get
5. An industrial design is the ornamental or aesthetic an equity stake in return for their financing. They expect to
aspect of an article. Design, in this sense, may be three- make a profit and usually have business expertise they share
dimensional features (shape or surface of an article), or the with you to help your company grow.
two-dimensional features (patterns or lines of color). 3. Venture capital are organizations dedicated to providing
Handicrafts, jewelry, vehicles, appliances - the subject of capital and offering expertise and mentorship in exchange
industrial designs range from fashion to industrial goods.3 for an equity stake. Venture capital funds resemble mutual
G. Features Available within Online Platforms funds in that they pool money from many investors.
1. Messaging/Communication examples include 4. Business incubators offer minimal capital compared to
WeChat, Facebook Messenger, Viber, Telegram, Zoom, other investors, but they offer other methods of investment
Webex, Discord, Skype, etc. such as mentorship, training, workshops, workspaces, and
2. Social media platforms include general social media more. They typically come in at the very early stage of a
(Facebook), microblogging (Twitter), professional startup to help flesh out ideas and polish business models.
networking (LinkedIn), photo sharing (Flickr, Instagram), I. Types of Work Schedule Arrangements
video sharing (Tiktok, Snapchat), etc. 1. Flexible time, or flextime, is a work arrangement that
3. Marketplace is a form of e-commerce that connects allows employees to choose the start and end time for their
potential buyers and sellers all within one platform to help workday.
rent, buy, swap, or negotiate. Some examples include 2. Compressed workweek allows an employee to work a
Carousell, Shopee, Lazada, Shein, Lamudi, Zalora, traditional 35–40-hour workweek in less than five
BeautyMNL, Metrodeal, AutoDeal.com.ph, etc. workdays. For example, a full-time employee could work
4. Crowdsourced content type of platforms are used to four 10-hour days instead of five 8-hour days.
host communities that respond to specific topics or 3. Telecommuting is the ability for an employee to
challenges by submitting insights and ideas. Users may ask, complete work assignments from outside the traditional
discuss and share feedbacks within specific categories. workplace by using telecommunications tools such as
Examples include Reddit, Quora, Yahoo! Answers, email, phone, chat and video apps.
Ask.fm, etc. 4. Job sharing is a flexible work option in which two or
5. Jobs platform is an online resource dedicated to job possibly more employees share a single job. For example,
advertisements, job postings, and functions related to job one person may work in a certain position Monday and
searches, such as posting résumés, gathering industry and Tuesday, and a second person may occupy that same
company information such as Jobstreet, Kalibrr, position Thursday and Friday.
Freelancer, Upwork, Indeed, Careerjet, etc.
6. Fintech (Financial Technology)/Online payments
refers to the integration of technology into offerings by
financial services companies in order to improve their use
and delivery to consumers. This can include digital lending
and credit (Cashalo, Tala), mobile banking (BPI,
3
2
https://ovcre.uplb.edu.ph/research/guidelines-and- https://www.ipophil.gov.ph/services/industrial-design/
procedures/protecting-intellectual-property/item/334-
types-of-intellectual-properties

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SIA Form 1

PSA Approval No. PSA – 2255

2021 SURVEY OF INNOVATION ACTIVITIES

NU036900300646 - G47300 - 69 - 10 - 011 - 0 - 4 - 2

Thank you very much.

Very truly yours,

CLAIRE DENNIS S. MAPA, Ph.D. ANICETO C. ORBETA, JR., Ph.D.

For inquiries, contact:

Name: Arlene C. Orcino Division: Industry Statistics Division

Telephone No.: 982 - 29 36 Telephone No.: (02) 8376-2060

FOR PSA USE ONLY

IND PRV-MUN BGY SZ LO EO

1. PROFILE OF THE RESPONDENT

D. Sex: 1 Male 2 Female

2. PROFILE OF THE OWNER/CHIEF EXECUTIVE OFFICER (CEO)/GENERAL

A. Sex: 1 Male 2 Female

3. GENERAL INFORMATION ABOUT THIS ESTABLISHMENT

5. Establishment Address: Do Not Fill (For PSA Use Only)

PRV MUN BGY

6. Establishment Website: https://www.

B. Economic Activity or Business in 2021

2. Major product/good produced or sold and/or type of service rendered (specify)

3. GENERAL INFORMATION ABOUT THE ESTABLISHMENT (cont.)

C. Year Started Operation

D. Legal Organization in 2021

E. Economic Organization in 2021

E.1 Main Office

F. Is this establishment registered to the Social Security System (SSS)?

G. Is this establishment a franchise?

4. CAPITAL PARTICIPATION AS OF 31 DECEMBER 2021

1. Filipino % 01 5. German % 05 9. Taiwanese % 09

2. American % 02 6. Japanese % 06 10. Others, specify: %

5. TOTAL EMPLOYMENT AS OF 15 NOVEMBER 2021

6. EDUCATIONAL BACKGROUND OF WORKERS

Highest Educational Attainment Sex LN

A. Early childhood education (no grade completed, nursery, kindergarten) 01

7. PRODUCT (GOODS AND/OR SERVICES) INNOVATION

A. From January 2021 to December 2021, did this establishment introduce...

1. New or significantly improved goods. 1 2 01

2. New or significantly improved services. 1 2 02

1. New to the market of this establishment 1 2 03

2. Only new to this establishment 1 2 04

C. Which unit usually developed these product innovations?

1 Mainly this establishment 3 This establishment 05

A. From January 2021 to December 2021, did this establishment introduce...

1. New or significantly improved methods of manufacturing or 1 2 01

4. Process of developing a new product. 1 2 04

B. Which unit usually developed these process innovations?

1 Mainly this establishment 3 This establishment 05

9. ONGOING OR ABANDONED PRODUCT AND PROCESS INNOVATION ACTIVITIES

A. If this establishment had no product or process innovations from January 2021 to

1. Did this establishment have any innovation activities 1 2 01

10. INNOVATION ACTIVITIES AND EXPENDITURES

a. If YES, did this establishment perform R&D from January 2021 to 02

10. INNOVATION ACTIVITIES AND EXPENDITURES (cont.)

3. Acquisition of machinery, equipment and software to produce new

a. Machinery and equipment 1 2 04

b. Software-as-a-service, SaaS (Google Workspace and Dropbox) 1 2 05

c. Infrastructure-as-a-service, IaaS (Amazon Web Services, Microsoft 1 2 06

d. Platform-as-a-service, PaaS (Google App Engine and Adobe Commerce) 1 2 07

4. Acquisition of existing knowledge from others 1 2 08

5. Intellectual property-related activities 1 2 09

6. Training for innovative activities 1 2 10