Formulate for SEND

Education Banding Tool

Data-driven, nationally ready, and future-proof: Revolutionising SEND funding with Formulate.

Formulate for SEND is an Education Banding Tool that captures the needs of pupils requiring top-up funding clearly and consistently, following completion of their EHC Plan.

A better, fairer, and more consistent way to manage funding.

Formulate software screenshot

Needs Profile

Build a fair and accurate profile by capturing the pupil’s needs across all key areas that influence the resources required.

A unified list of need statements and provisions ensures a fair and consistent way to capture requirements quickly and easily.

Formulate software screenshot

A fair and accurate model

Formulate combines the answers from the Needs Profile with the configuration decisions made by the local authority to determine a fair, consistent and accurate allocation for each pupil.

Formulate software screenshot
Formulate software screenshot

Outputs

Once a Needs Profile is complete:

  • Quality assurance feedback is firstly provided to highlight any potential inconsistencies.
  • Then, an ‘Education band’ and associated top-up funding amount is calculated based on the individual’s needs.

Formulate software screenshot

Data extract

Users have the ability to extract their data for themselves. Users can simply choose which data they wish to extract, within a chosen time period. The file can be opened in Microsoft Excel or other spreadsheet applications, or can be imported into a separate third party reporting tool.

Formulate software screenshot
Formulate software screenshot

Data insights: Quality

The ‘Insights’ tab gives users the ability to see, at-a-glance, key information relating to their submissions. The ‘Quality’ tab allows managers to access dashboards highlighting system usage statistics and possible quality issues needing attention.

Formulate software screenshot

Data insights: Strategy

The ‘Strategy’ tab allows managers to access a dashboard showing the spread of funding bands per education setting in the system for a given time period – to check if this is in line with expectations.

Formulate software screenshot