Guidance

How to complete the authority proforma tool (APT)

Information to help enable local authorities to specify their schools funding formulae.

Introduction

The authority proforma tool (APT) allows local authorities to specify their schools funding formulae. This in accordance with arrangements set out by the Secretary of State for Education.

It allows local authorities to model different options for the funding formulae. It also captures the data we require to calculate academy budgets and recoupment deductions to dedicated schools grant allocations.

Accessing the APT

On 14 December, each local authority received an email which provided details of how to access their APT. If your local authority has not received this email, please contact us.

Your APT is pre-populated with the schools block dataset for 2019 to 2020.

Completing the APT

Authority proforma tool: instructions for local authorities

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email sde.servicedesk@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Use the instructions to help you complete your APT.

Schools block dataset 2019 to 2020: technical specification

Schools block dataset technical specification: 2019 to 2020

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email sde.servicedesk@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Read the technical specification to find information about the schools block dataset contained within your APT.

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