06 - 030ADV26R0020 - NOFO - LHI Continuing - Budget Plan Workbook Template.xlsx

XLSX spreadsheet 72 KB Posted Apr 20, 2026

Attached to: Lewis Houghton Civics and Democracy Initiative - Continuing Awards
Opportunity number: 030ADV26R0020
Issued by: Library of Congress

About this file

Written by GovTribe AI · Apr 21, 2026

This is a Budget Plan Workbook Template for the Lewis Houghton Civics and Democracy Initiative (LHI) Continuing Awards program administered by the Library of Congress. The template is designed to accompany a Project Description and Budget Plan Narrative and requires applicants to demonstrate clear alignment between proposed budgets and project goals. The workbook consists of seven budget category tabs: Personnel Salaries, Wages & Fringe Benefits; Travel; Equipment; Supplies; Contractual (Purchased Services); Other Direct Costs; and a Federal Awards List section. Applicants must complete a Budget Summary Page showing proposed indirect costs, proposed direct costs, total proposed amount, cost share/in-kind contributions, and total project costs. The template includes a Modified Total Direct Costs (MTDC) calculation table, with indirect cost rates capped at 15 percent of MTDC per 2 CFR 200.414(f).

The template provides detailed line-by-line instructions for completing each budget category, including specific guidance on personnel hourly rates or percentage allocations, travel expense breakdowns (airfare, hotel, per diem, local travel, conference fees), equipment definitions (items exceeding $10,000 per unit), supplies (items under $10,000), contractual services, and other allowable direct costs such as honoraria. All budgeted expenses must comply with 2 CFR 200.403 standards for allowability and must be clearly aligned with the project narrative. The workbook includes a Single Audit Requirement section requiring organizational certification of federal expenditure thresholds ($1,000,000 or more in federal funds triggers audit requirements). Applicants must ensure consistency between proposal narratives and budget documentation, review all totals for accuracy prior to submission, and attach supporting documentation such as organizational indirect cost policies and fringe benefit rate schedules.

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06 - 030ADV26R0020 - NOFO - LHI Continuing - Budget Plan Workbook Template

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File	Type	Posted
030ADV26R0020 - LHI - QA - Final - 050126.pdf	PDF	May 1, 2026
SF424_Short_3_0-V3.0-Instructions.pdf	PDF	Apr 20, 2026
SF424_Short_3_0-V3.0.pdf	PDF	Apr 20, 2026
05 - 030ADV26R0020 - NOFO - LHI Continuing - Budget Plan Narrative Template.docx	DOCX document	Apr 20, 2026
04 - 030ADV26R0020 - NOFO - LHI Continuing - Proposal Narrative Template.docx	DOCX document	Apr 20, 2026
03 - 030ADV26R0020 - NOFO - LHI Continuing - Budget Plan Information & Instructions.pdf	PDF	Apr 20, 2026
02 - 030ADV26R0020 - NOFO - LHI Continuing - Attachment to Notice.pdf	PDF	Apr 20, 2026
01 - 030ADV26R0020 - NOFO - LHI - Continuing.pdf	PDF	Apr 20, 2026

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Summary

BUDGET PLAN WORKBOOK

The “Budget Plan Workbook” must demonstrate alignment with the corresponding “Project Description” and "Budget Plan Narrative." Show a clear alignment to the proposed budget and explain how the budget for the supplemental project supports the achievement of the project’s identified goals (connect to the “Budget Plan Narrative” line items).

If applicable, please also complete the "SINGLE AUDIT REQUIREMENT" tab of this Workbook.

		1. APPLICANT NAME: [NAME]
		BUDGET SUMMARY PAGE
		BUDGET CATEGORIES		PROPOSED INDIRECT COSTS	PROPOSED DIRECT COSTS	TOTAL PROPOSED AMOUNT
[AWARD AMOUNT]	TOTAL PROPOSED COST SHARE/IN-KIND
[NON-CASH/CASH MATCH]	[TOTAL PROJECT COSTS]		TABLE FOR CALCULATING

MODIFIED TOTAL DIRECT COSTS (MTDC)

2. Personnel Salaries, Wages, & Fringe Benefits		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	Budget Category	Line Items	Cost
3. Travel		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0	e.g. Other	e.g. Participant Stipends	$ 10,000.00
4. Equipment		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
5. Supplies		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
6. Contractual (Purchased Services)		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
7. Other		$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
Indirect Cost Rate: [ENTER RATE HERE]	Subtotals	$ - 0	$ - 0	$ - 0	[ENTER PROPOSED MATCHING INDIRECT COSTS HERE OR $0 IF N/A]	ERROR:#VALUE!	Subtotal		$ 10,000.00
	Grand Totals:			$ - 0	$ - 0	ERROR:#VALUE!	Total MTDC		$ (10,000.00)

INSTRUCTIONS FOR COMPLETING THE BUDGET PLAN WORKBOOK

1. Columns H-K of the Summary tab will auto-populate based on information entered in the six successive budget category tabs of this Workbook.

2. Column G, Cell J14, and all red text in the Summary tab must be completed manually as applicable.

3. After completing all 7 “Budget Plan Workbook” worksheets, we strongly recommend that the applicant review the totals from each worksheet to ensure that the amounts match what is listed in the Summary tab.

4. Where there are discrepancies, the applicant must correct the errors prior to submitting the application. Please be sure to thoroughly review the “Budget Plan Narrative” for accuracy prior to submitting the proposal.

5. Amounts of funding, equipment, personnel, etc. should be consistent between the Proposal and Budget Plan Narratives.

6. Bracketed Text: This text denotes the title of budget categories in GovGrants.

7. Modified Total Direct Costs (MTDC): Use the table provided under Columns M-O to calculate MTDC for this budget plan if your budget includes indirect costs. See note below for more information.

Indirect Costs:

As defined in 2 CFR 200 Appendix IV, Indirect Costs are those that have been incurred for common or joint objectives and cannot be readily identified with a particular final cost objective. Indirect costs are applied equitably across all of the business activities of the organization, according to benefits each gains from the indirect cost.

In the Indirect Costs Rate field (Cell B-D15 of the Summary tab), include the percentage rate proposed for indirect costs as applicable. If using Indirect Cost rates, they may not exceed 15% of Modified Total Direct Costs (see 2 CFR 200.414(f) for additional information). Attach a copy of your organization’s policy for determining the percentage to the proposal. Provide additional details as applicable in the Budget Plan Narrative.

Note that the indirect cost rate will not cause amounts to auto-populate in the Indirect Costs column.

NOTE: All budget costs must be allowable – i.e., they must be necessary and reasonable, allocable to the program, and adequately documented (2 CFR 200.403). They should also be clearly aligned with the Project Description. Please review the Notice of Funding Opportunity and Cooperative Agreement for this award to ensure all budgeted expenses are allowable.

Salaries, Wages and Benefits

INSTRUCTIONS FOR COMPLETING THE PERSONNEL SALARIES, WAGES, AND FRINGE BENEFITS TAB

1. In the Position Title field, enter the name (if known) and title of each labor category that will be compensated under this project.

Note 1: DO NOT include fees and expenses for consultants in this section. All such costs must be included in the Contractual tab.

Note 2: DO NOT include honoraria in this section. All such costs must be included under the Other tab.

2. In the Purpose of Position field, describe in brief how each labor category aligns with the project’s narrative and supports the project’s goals, and provide information such as: the duties the person proposed will perform; and, if provided, the number of hours worked per week, month, or for the duration of the project. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Price/Hour field, include the price per hour for each labor category proposed. If using percentage of salary, include the base salary amount in this section.

4. In the Number of Hours field, include the number of hours proposed for the applicable labor category. If using percentage of salary, leave this field blank.

5. In the % of Time field, include the percentage of time that will be spent on the project. If using Price/Hour, leave this field blank.

6. In the Salary/Wages field, enter the total amount charged for each labor category for salary/wages to the project.

7. In the Fringe Benefits field, provide the amount for fringe benefits and attach a copy of your organization’s policy to the proposal as applicable. Provide the percentage for the fringe benefits rate in the Budget Plan Narrative.

8. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each labor category proposed as applicable.

Note 3: The worksheet will not calculate fringe and salaries based on the percentage of time the personnel will work on project activities. The applicant must manually calculate and enter an amount representing the total amount of funds required for each position(s).

		2. PERSONNEL SALARIES, WAGES, & FRINGE BENEFITS
		Position Title	Purpose of Position	Price/Hour	Number of Hours	% of
Time	Salary/Wages	Fringe	Total Amount	Total Cost Share/In-Kind	Total Project Costs
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
		Subtotals					$ - 0	$ - 0	$ - 0	$ - 0	$ - 0
		Salaries, Wages, and Fringe Benefits Subtotals					$ - 0	$ - 0	$ - 0	$0.00	$ - 0

Travel

INSTRUCTIONS FOR COMPLETING THE TRAVEL TAB

1. In the Travel Activity field, include the nature of the travel proposed (e.g. workshop, conference, research, etc.). Each trip must be listed on a separate line. As an example, if proposing two trips to Washington, DC, one for a conference and the other for a workshop, include the information on two separate lines.

Note 1: DO NOT include fees and expenses for consultants in this tab. All such costs must be included in the Contractual tab.

2. In the Purpose of Travel Activity field, describe in brief how each travel activity supports the project’s goals. Provide additional details in the Budget Plan Narrative as applicable. Additional details may include: the point of origin for the travel; the destination; and/or the names and dates for the conferences or workshops (if known).

3. In the Number of Travelers field, provide the number of travelers.

4. In the Airfare field, provide the price for the airfare as applicable.

5. In the Hotel field, provide the price for accommodations as applicable.

6. In the Per Diem field, provide the price for per diem as applicable. Use the GSA Travel’s Per Diem Look-Up Tool for per diem rates within the continental US: https://www.gsa.gov/travel

7. In the Local Travel field, provide the price for local transportation as applicable. E.g., mileage for use of privately owned vehicles, taxis, rideshare, public transportation, and rental cars.

8. In the Conference Fees field, provide the total price for all conference or workshop-related fees as applicable.

9. In the Other Fees field, provide the any other fees or travel costs not mentioned above.

10. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each activity proposed as applicable.

Note 2: Entertainment costs are not allowed.

3. TRAVEL
Travel Activity	Purpose of Travel Activity	Number of Traveler(s)	Airfare	Hotel	Per Diem	Local Travel	Conference Fees	Other Fees	Total Amount	Total Cost Share/In-Kind	Total Project Costs
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
									$ - 0	$ - 0	$ - 0
Travel Subtotals									$ - 0	$0.00	$0.00

Equipment

INSTRUCTIONS FOR COMPLETING THE EQUIPMENT TAB

Equipment is defined as tangible personal property (including information technology systems) having a useful life of more than one year and a per-unit acquisition cost which equals or exceeds the lesser of the capitalization level established by the non-Federal entity for financial statement purposes, or $10,000 as described in 2 CFR 200.313.

1. In the Equipment Type field, include each type of equipment that is priced at more than $10,000 each (individual items that are less than $10,000 each must be included in the Supplies tab). Each piece of equipment must be listed on a separate line.

2. In the Purpose of Equipment field, describe in brief how each piece of equipment supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Quantity field, provide the number of units of each equipment type that will be purchased.

4. In the Unit Price field, provide the unit price for each piece of equipment.

5. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each equipment type proposed as applicable.

4. EQUIPMENT
Equipment Type	Purpose of Equipment	Quantity	Unit Price	Total Amount	Total Cost Share/In-Kind	Total Project Costs
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
Equipment Subtotals				$ - 0	$0.00	$0.00

Supplies

INSTRUCTIONS FOR COMPLETING THE SUPPLIES TAB

In 2 CFR 200.1, Supplies is defined as all tangible personal property other than those described in the definition of equipment in this section. A computing device is a supply if the acquisition cost is less than the lesser of the capitalization level established by the non-Federal entity for financial statement purposes or $10,000, regardless of the length of its useful life.

1. In the Supply Type field, include each type of supply that is priced less than $10,000 each (individual items that are more than $10,000 each must be included in the Equipment tab). Each supply type must be listed on a separate line.

2. In the Purpose of Supply field, describe in brief how each type of supply supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Quantity field, provide the number of units of the supply that will be purchased.

4. In the Unit Price field, provide the unit price for each type of supply.

5. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each supply type proposed as applicable.

Note 1: Entertainment costs are not allowed.

5. SUPPLIES
Supply Type	Purpose of Supply	Quantity	Unit Price	Total Amount	Total Cost Share/In-Kind	Total Project Costs
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
				$ - 0	$ - 0	$ - 0
Supply Subtotals				$ 0.00	$0.00	$0.00

Contractual

INSTRUCTIONS FOR COMPLETING THE CONTRACTUAL TAB

1. In the Contractual Type field, include a description of the type of contract proposed. For example, if proposing to rent a space for a workshop from one vendor and procure services for graphic design from a separate vendor, state “Space Rental for Workshop” and “Graphic Design Services” on two separate lines.

Note 1: DO NOT include honoraria in this section. All such costs must be included under the Other tab.

2. In the Purpose of Product or Service field, describe in brief how each contractual product or service supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative. Other details may include the type of services the proposed Consultant/Contractor/Vendor will provide, and/or the name of the Consultant/Contractor/Vendor.

3. In the Contractual Amount field, include the total amount for the contract. Provide details on the contractual amount in the Budget Plan Narrative. Details may include travel costs for consultants and/or the rate of payment for the consultant (e.g. flat fee, price/hour, number of hours).

4. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each contractual product or service proposed as applicable.

Note 2: Entertainment costs are not allowed.

6. CONTRACTUAL
Contractual Type	Purpose of Product or Service	Contractual Amount	Total Amount	Total Cost Share/In-Kind	Total Project Costs
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
Contractual Subtotals			$ - 0	$0.00	$0.00

Other

INSTRUCTIONS FOR COMPLETING THE OTHER TAB

1. In the Other Items field, include a description of other direct costs proposed that are not covered in previous sections of the Budget Plan Workbook. Costs such as honoraria should be included in this tab.

2. In the Purpose of Item field, describe in brief how each type of proposed direct cost supports the project’s goals. Provide additional details as applicable in the Budget Plan Narrative.

3. In the Other Amount field, include the total amount for the direct cost. Provide additional details as applicable in the Budget Plan Narrative. Details may include the names of the honoraria recipients and price per payment.

4. In the Total Cost Share/In-Kind field, enter total cost share or in-kind costs for each other item proposed as applicable.

Note 1: Entertainment costs are not allowed.

7. OTHER
Other Items	Purpose of Item	Other Amount	Total Amount	Total Cost Share/In-Kind	Total Project Costs
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
				$ - 0	$ - 0
Other Direct Costs Subtotal			$ - 0	$0.00	$0.00

FEDERAL AWARDS

LIST OF PREVIOUS OR ACTIVE FEDERAL AWARDS, FUNDING, GRANTS, OR FELLOWSHIPS

Please use this section to note any current or previous Federal awards or funding made to your organization.

1. ORGANIZATION NAME:
Name of Award / Project Title	Date(s) of Funding	Sponsor Name	TOTAL AWARDED
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0
			$ - 0

SINGLE AUDIT REQUIREMENT

U.S. Office of Management and Budget (OMB), 2 CFR part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements Subpart F §200.501 requires non-federal entities to have a single or program audit completed if the entity expends $1,000,000 or more during its fiscal year from ALL federal awards. In following in the spirit of the 2 CFR 200, The Library of Congress verifies its award applicants have met the audit requirements and are in compliance with federal regulations. An Authorized Official must indicate whether your organization is subject to the single audit requirements by checking appropriate boxes below. Failure to submit this requirement may result in the rejection of your application.

Y/N	Our organization has not expended $1,000,000 or more in federal funds for the most recent fiscal year referenced above. The Single Audit is not required for this fiscal year.
Y/N	Our organization has expended $1,000,000 or more in federal funds for the most recent fiscal year referenced above. The Single Audit is required for this fiscal year.

File details come from the government source that posted it. Updated Apr 21, 2026.