Preliminary Report: due before the first class, including:

• Preliminary Budget Worksheet (provided)
• Promotional materials, including class schedule
• Instructor contract(s)
• Preliminary report

Final Report: due after the last class, including:

• Copies of final evaluation (provided)
• Final Participant Roster (provided)
• Final Budget Worksheet (provided)
• Final Report

Track income:

• State grant money: Create a new account or code for LEADING EDGE grant funds received from the state that can be easily tracked separately from other income. Grants received from the state must be recorded and tracked on the “LEADING EDGE Grant & Expenditures Report” under the Income Source line item “LEADING EDGE Grant.”
• Training revenue and sponsorship dollars: Must be recorded and tracked on the “Program Income Report” under Income Source line item “LEADING EDGE Income (LEI)).”

Record expenses:

• Expenses using LEADING EDGE grant funds from the state should be recorded and tracked on the “LEADING EDGE Grant & Expenditures Report” under the appropriate Expense Category line item. Every attempt should be made to spend down state grant funds before occurring LEADING EDGE expenses in program income.
• Expenses using LEADING EDGE sponsorship money and tuition income should be recorded and tracked on the “Program Income Report” under the Expense Category line item “LEADING EDGE Expenses (LEE).”

Please note: Centers must also record the LEADING EDGE series in Center IC as a training event under the “Leading Edge” program. Centers should enter one event per series and track event attendance under the “Notes” section. Quarterly 888 reports for training events should include the Leading Edge 888s, the Center IC Attendee Reports and the standard statewide evaluations. These items would not be included in the reports listed above.