| Table Name | South Africa |
| 1.0 Contact Information | |
| 1.1 Name | Pieter Swart/Mawande Qubeka |
| 1.2 Designation (Job Title) | Economist |
| 1.3 Organization | South African Reserve Bank |
| 1.4 Mailing Address | PO Box 7433, Pretoria, 0001 |
| 1.5 Country | South Africa |
| 1.6 Email | piet.swart@resbank.co.za/mawande.qubeka@resbank.co.za |
| 1.7 Telephone | +27 12 313 3727/+27 12 313 3099 |
| 2.0 Concepts, Definitions and Scope | |
| 2.1 Statistical frameworks for the compilation of external debt data | 2013 External Debt Statistics Guide/6th Edition of Balance of Payments Manual (BPM6) |
| 2.2 Consistency with the external debt liabilities of the International Investment Position (IIP) | Yes - South Africa excludes the special drawing rights(SDR) allocation of the IMF from the external debt statistics, but include SDR's in the IIP. |
| 2.3 Additional Information on Concepts, Definitions and Scope | None |
| 3.0 Sector Classification/Coverage | |
| 3.1 Data coverage for General Government | Fully covered |
| 3.2 Data coverage for Central Bank | Fully covered |
| 3.3 Data coverage for Deposit-taking corporations, except the Central Bank | Fully covered |
| 3.4 Data coverage for Other Sectors | Broadly covered (non-coverage insignificant) |
| 3.5 Data coverage for Other financial corporations | Broadly covered (non-coverage insignificant) |
| 3.6 Data coverage for Nonfinancial corporations | Broadly covered (non-coverage insignificant) |
| 3.7 Data coverage for Households and nonprofit institutions serving households (NPISHs) | Broadly covered (non-coverage insignificant) |
| 3.8 Data coverage for Direct Investment: Intercompany lending | Broadly covered (non-coverage insignificant) |
| 3.9 External debt statistics presented into Public and Publicly Guar. Private Sector and Private Sector Not Publicly Guar. Debt | Not Applicable |
| 3.10 External debt include both foreign currency and domestic currency denominated debt instruments held by nonresidents | Yes |
| 3.11 Additional comments and explanations on Sector Classification/Coverage | Classification system: South Africa’s external debt is embodied in the international investment position liabilities and are based, with a few exceptions, on the same methodology. |
| 4.0 Debt Instrument Classification/Coverage | |
| 4.1 Data coverage for Currency and deposits | Fully covered |
| 4.2 Data coverage for Debt Securities | Fully covered |
| 4.3 Data coverage for Loans | Broadly covered (non-coverage insignificant) |
| 4.4 Data coverage for Trade credit and advances | Broadly covered (non-coverage insignificant) |
| 4.5 Data coverage for Other debt liabilities | Broadly covered (non-coverage insignificant) |
| 4.6 Data coverage for Special drawing rights (allocations) | Not covered |
| 4.7 Data coverage for Debt liabilities of direct investment enterprises to direct investors | Broadly covered (non-coverage insignificant) |
| 4.8 Data coverage for Debt liabilities of direct investors to direct investment enterprises | Broadly covered (non-coverage insignificant) |
| 4.9 Data coverage for Debt liabilities to fellow enterprises | Broadly covered (non-coverage insignificant) |
| 4.10 Arrears (including interest that accrues on arrears) reported in the same debt instrument | Yes |
| 4.11 Arrears separately identified in the memorandum items | No |
| 4.12 Classification of maturity for short-term/long-term debt instruments | Original Maturity |
| 4.13 Additional comments and explanations on Debt Instrument Classification/Coverage | (i) SDR allocations are not included. (ii) South Africa use surveys for the measurement of the private non-banking sector. For this reason we indicated that some instruments are broadly covered and not fully covered. |
| 5.0 Valuation and Basis of Recording | |
| 5.1 Main valuation method for debt securities (in main table) | Market and Nominal Value |
| 5.2 Main valuation method for debt securities (in memorandum items) | Not reporting debt securities in memorandum items. |
| 5.3 Other methods and weights used for valuation of debt securities | Conversion to unit of account: All foreign currency-denominated debt converted at the middle market rates of exchange on the last day of a calendar quarter.
Valuation: Loans and deposits as well as foreign currency debt securities are valued at nominal value . Domestic traded securities are valued at market value. |
| 5.4 Basis for compiling external debt statistics | Accrual Basis |
| 5.5 Inclusion of accrued interest costs that are not paid | Yes |
| 6.0 Data sources/Compiling Organizations | |
| 6.1 Main data source(s) for the external debt statistics | Data sources: Information pertaining to foreign currency debt securities, outstanding trade credits and loans is obtained from surveys, which are sent to resident institutions with foreign liabilities. The information pertaining to domestically issued bonds and notes are obtained from custodians and nominee institutions. |
| 6.2 Link(s) to national website where the external debt statistics are being disseminated | https://www.resbank.co.za/Research/Statistics/Pages/ExternalDebt.aspx |
| 6.3 Link(s) to relevant metadata that currently exists and is consistent with your external debt statistics | http://dsbb.imf.org/Pages/SDDS/DQAFBase.aspx?ctycode=ZAF&catcode=EXD00 |
| 6.4 Primary agency responsible for compiling external debt statistics | South African Reserve Bank |
| 6.5 Primary agency responsibile for disseminating external debt statistics | South African Reserve Bank |
| 7.0 Periodicity and Timeliness | |
| 7.1 Frequency of external debt statistics compilation | Quarterly |
| 7.2 Frequency of external debt statistics dissemination | Quarterly |
| 7.3 Timeliness of the publication of the external debt statistics | Within one quarter after the end of the reference period on the South African Reserve Bank website. Detailed data of South Africa’s external debt is published in the “Quarterly Bulletin” with a two quarter lag. |
| 7.4 Additional comments on Periodicity and Timeliness | None |
| 8.0 Revision Policy | |
| 8.1 Data revision policy | Regular schedule - Revisions are made to the data if new information from previous quarters shows significant changes. |
| 9.0 Unit of Measure | |
| 9.1 Unit of Measure | Data are in USD. |
| 10.0 Reference Period | |
| 10.1 Reference Period | (i) Data are available starting from 2002Q4. (ii) Data converted through generic conversion from 2003 EDS Guide/BPM5 to 2013 EDS Guide/BPM6 basis by the World Bank from 2002Q4 to 2013Q2. (iii) Data reported by country on a 2013 EDS Guide/BPM6 basis starting from 2013Q3. |
| 11.0 Table Reporting | |
| 11.1 Table 1 - Gross External Debt Position: by Sector (Prescribed component) | Yes |
| 11.2 Table 2 - Gross External Debt Position: Foreign Currency and Domestic Currency Denominated Debt (Encouraged component) | Yes |
| 11.3 Table 3 - Debt-Service Payment Schedule for Outstanding External Debt as of End-Period: by Sector (Encouraged component) | Yes |
| 11.4 Table 4-Gross External Debt Position:Principal and Interest Payments Due in 1 Yr or less -by Sector (Encouraged component) | Yes |
| 11.5 Table 1.1 - Gross External Debt Position: Debt Securities - Reconciliation of Nominal and Market Value | No |
| 11.6 Table 1.2 - Gross External Debt Position: Other Sectors | No |
| 11.7 Table 1.3 - Gross External Debt Position: Public Sector Debt and Publicly-Guaranteed Private Sector Debt | No |
| 11.8 Table 1.4 - Gross External Debt Position: Arrears by Sector | No |
| 11.9 Table 1.5 - Net External Debt Position: by Sector | No |
| 11.10 Table 1.6 - Gross External Debt Position: Reconciliation of Positions and Flows | No |
| 11.11 Table 2.1 - Gross External Foreign Currency and Foreign-Currency-Linked Debt Position | No |
| 11.12 Table 3.1 - Gross External Debt Position: Short-Term Remaining Maturity - by Sector | No |
| 11.13 Table 3.2 - Debt-Service Payment Schedule for Outstanding External Debt as of End-Period: by Sector and Instrument | No |
| 12.0 Metadata Update | |
| 12.1 Metadata last updated | 12/14/2016 |