How to complete the authority proforma tool (APT)

Information for local authorities about how to use the authority proforma tool (APT).


The authority proforma tool (APT) has been developed by Education and Skills Funding Agency (ESFA) to enable local authorities to specify their schools funding formulae in accordance with arrangements set out by the Secretary of State for Education.

It’s also designed to support local authorities in modelling different options for their funding formulae, and to capture all the data required by ESFA to calculate academy budgets and recoupment deductions to dedicated schools grant allocations.

APT 2019 to 2020

The draft modelling version of the APT 2019 to 2020 was issued to local authorities on 26 July 2018. It is pre-populated with the schools block dataset for 2018 to 2019. The APT user guide provides detailed guidance for local authorities on how to use their APT.

This short video provides local authorities with information and tips on completing the APT.

Completing the authority proforma tool

Accessing the APT

ESFA has sent emails to each local authority providing details of how to access their APT. Any authority which has not received this information should contact the ESFA Funding Reform Team via email.

Schools block dataset 2018 to 2019: technical specification

The schools block dataset 2018 to 2019: technical specification gives detailed information about the schools block dataset contained within the APT.

Published 17 July 2014
Last updated 31 July 2018 + show all updates
  1. We have added the APT user guide for the 2019 to 2020 financial year.
  2. We've updated the Schools Block Dataset Technical Spec and the APT instructions for 2018 to 2019
  3. Publication of guidance to help local authorities complete their APT for 2017 to 2018.
  4. Two links have been updated in the Schools Block Dataset technical specification 2016 to 2017 to point to the most recent information
  5. APT User guide updated. Technical guide for 2016 to 2017 APT published.
  6. Link to a video on completing the authority pro forma tool added.
  7. Updated APT 2016 to 2017: instructions for local authorities with new Annex C - details of EFA submission checks.
  8. 2016 to 2017 APT user guide uploaded.
  9. Updated user instructions, schools block dataset and technical specifications.
  10. Updated with revised instructions for local authorities
  11. First published.