Formulate for SEND

Education Banding Tool

Ensure fair and transparent allocation of high-needs funding with Formulate for SEND.

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.

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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.

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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.

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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