1. Jim Haywood (Product Manager for Statutory Returns) Pupil Premium 2014-15 Calculation Presentation

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 is making available to schools for Financial Year 2014-15

5. The first worksheet in the spreadsheet 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

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

9. We don’t yet know exactly what filenames the DfE will use to differentiate the May/June file from the October file, but it is likely to be similar to what we see here. At this point we are going to use an example of the May/June file.

10. 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

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

12. Shift Click

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

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

16. We open the CSV_Data sheet as this is where the DfE data should be copied

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

18. 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

19. As for the previous year, the Deprivation Premium is higher for Primary pupils than Secondary pupils Adopted Premium is new for Financial Year 2014-15 and the rates is higher than for other premiums. This higher rates in know as Pupil Premium Plus We can move on to examine the Calculation worksheet, which is likely to be the most useful worksheet

20. 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

26. 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

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

29. 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.

30. 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

31. 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

32. This is the first of three columns that don’t have a counterpart 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 Premium for the pupil they will not receive Deprivation Premium

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

34. 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 October CSV files are more likely to provide non zero amounts as the DfE will disregard the LAC Premium where the pupil has left care

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

36. 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.

37. The last row is always likely to be zero for the May/June CSV file, but it could be above zero for the October CSV file, where some instances of LAC Premium could be ignored

39. Thank you for your time