1. Pupil Premium for Financial Year 2015/16 Calculation Spreadsheet Version 1.1

4. We will open the Excel spreadsheet provided by Capita SIMS to help schools check and understand the Pupil Premium CSV files that the DfE has made available to schools for Financial Year 2015/16

5. The first worksheet in the spreadsheet introduces the CSV file and describes the content of the other worksheets and outlines how they can be used for checking and understanding the content of the DfE CSV files.

6. We open the CSV file as indicated in the following slides

8. The Excel browse will default to showing files with standard Excel extensions, but this is easily changed to view CSV files

10. We are going to open the CSV file that I have created based on the DfE specification and with pupil details from the March Release of the Green Abbey training data This file and a similar file for Waters Edge is available from My Account via the Newsfeed (if you have the internet available you can click here to view the Newsfeed)if you have the internet available you can click here to view the Newsfeed

11. The content of the CSV file isn’t very easy to understand, but it includes some very helpful data that we can make use of by cutting and pasting to the SIMS Calculation spreadsheet

12. This is likely to be a long spreadsheet, so we will need to use the browse bar to complete the selection

13. Shift Click

14. We can use Ctrl-C to copy the selection

15. Now that we have a copy of the DfE data we can go back to the SIMS spreadsheet

18. We open the CSV_Data worksheet as this is where the DfE data should be copied

19. We must make sure that we have indicated cell A1 and then used Ctrl-V to paste the data

20. The DfE data has already become a little easier to view, but the SIMS spreadsheet provides more than this. We can start by examining the Rates worksheet

21. The difference between the Primary and Secondary Deprivation Premium is larger this year, as only the rate for Primary Deprivation has increased (by £20) We can move on to examine the Calculation worksheet, which is likely to be the most useful worksheet

22. If you aren’t interested in how the columns are calculated you can click in this box to jump to slide 38, that looks at the Summary worksheet

27. The formula for the UPN column may look a little complex, but most of it just coding for formatting. The important part of the formula has been highlighted in purple to indicate that we are displaying a straight copy of the same cell in the CSV_Data worksheet. The same method has been used for the next 5 columns

28. The Deprivation Premium is the first column not to be a straight copy of the corresponding CSV_Data worksheet column. The Deprivation Premium column in the CSV_Data worksheet contain 1 or 0. 1 indicating that the pupils is eligible for this Premium and 0 that they are not. So to covert this to an amount of money all we have to do is multiply the 0 or 1 by the rate of Deprivation Premium indicated in the Rates workshop. What make this calculation a little more difficult is that we have to take into account the NC Year, as Primary years pupils are eligible for a different rate to Secondary years pupils

29. The calculation for Service Premium and Adopted Premium is more straight forward, as the rates are the same for Primary and Secondary

31. The amount of Looked After Child Premium is not calculated as the money is not paid by the DfE to the school and the information is not complete, i.e. LAC Premium will only be identified where a pupils is also eligible for a “school” Pupil Premium. The indication of payment to the LA of LAC Premium is highlighted in red as it is likely to mean that the school receives less or no Pupil Premium cash for that pupil.

32. This is another straight copy from the CSV_Data worksheet. In most cases it will be set to 1 to indicate that all the cash is being received by one school, but it can also be a fraction to indicate that the cash is split between a number of schools, e.g. if 2 schools have claimed the pupil they will each receive half the cash

33. This is another straight copy from the CSV_Data worksheet. It is one of the most important columns as it indicates how much Pupil Premium cash the school will receive for the pupil

34. This is the first of three columns that don’t have counterparts in the CSV_Data worksheet. The calculation for this column ignores FTE, but it has to take account of the DfE policy of reducing payment of multiple types of Pupil Premium Where LAC Premium is being paid to the LA, it is likely that the only Premium paid to the school is Service Premium If the school is receiving Adopted from Care Premium for the pupil they will not receive Deprivation Premium

35. This column uses the calculation made for the previous column and takes account of FTE by multiplying by Pupil Premium FTE.

36. This column compares the cash amount indicated by the DfE with the amount calculated from the other information provided by the DfE I most cases we expect this to be 0, but amounts beyond what is calculated will be highlighted in green and amounts less will be highlighted in red. The November CSV files are more likely to provide non zero amounts as the DfE might disregard the LAC Premium where the pupil has left care

37. We can now look at a summary of the DfE data and our calculations

38. The summary total for number of pupils with LAC Premium is shown in red as this is likely to have resulted in a loss of funding for the school.

39. The last row is always likely to be zero for the July CSV file, but it could be above zero for the November CSV file, where some instances of LAC Premium could be ignored

41. Thank you for your time