Jim Haywood (Product Manager for Statutory Returns)

Pupil Premium 2014-15 Calculation Presentation

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

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.

We open the CSV file as indicated

The Excel browse will default to showing files with standard Excel

extensions, but this is easily changed to view CSV files

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.

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

This is likely to be a long spreadsheet, so

we will need to use the browse bar to complete

the selection

Shift Click

We can use Ctrl-C to copy the selection

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

spreadsheet

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

We must make sure that we have indicated cell A1 and then used Ctrl-V to

paste the data

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

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

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

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

The calculation for Service Premium and Adopted Premium is more

straight forward, as the rates are the same for Primary and Secondary

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.

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

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

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

This column uses the calculation made for the

previous column and takes account of FTE by

multiplying by Pupil Premium FTE.

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

We can now look at a summary of the DfE data

and the calculations

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.

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

Thank you for your time