Fellowship Program Requirements

JAMES MADISON MEMORIAL FELLOWSHIP FOUNDATION

45 CFR Chapter XXIV

Fellowship Program Requirements

AGENCY: James Madison Memorial Fellowship Foundation.

ACTION: Proposed rule.

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SUMMARY: The following are proposed revised regulations governing the

annual competition for James Madison Fellowships and the obligations of

James Madison Fellows. They propose alterations and additions to the

existing regulations implementing the James Madison Memorial Fellowship

Act of 1986. These regulations govern the qualifications and

applications of candidates for fellowships; the selection of Fellows by

the Foundation; the graduate programs Fellows must pursue; the

conditions attached to awards; the Foundation's annual Summer Institute

on the Constitution; and related requirements and expectations

regarding fellowships.

DATES: Comments must be submitted in writing on or before May 9, 1994.

ADDRESSES: Send written comments to: James Madison Memorial Fellowship

Foundation, 2000 K Street, NW., suite 303, Washington, DC 20006.

FOR FURTHER INFORMATION CONTACT:

James M. Banner, Jr., (202) 653-8700.

SUPPLEMENTARY INFORMATION: This proposed revised rule indicates changes

in various activities of the James Madison Memorial Fellowship

Foundation warranted by experience gained during the Foundation's first

two annual fellowship competitions. While representing no alteration in

the Foundation's mission, nor any major changes in the original rule

governing the Foundation's operations, the proposed revisions embody

some changes in eligibility requirements and application procedures

whose intended consequences are to enlarge the pool of potential

fellowship applicants, reduce complications attendant upon applying for

fellowships, and make clearer certain matters under the previous rule.

The principal ones of these revisions are: (1) The elimination of

procedures for the nomination of candidates for fellowships; (2) the

enlargement of the pool of eligible applicants to include experienced

teachers in grades 7 and 8 as well as in grades 9-12; (3) a reduction

in the teaching experience required of applicants for senior

fellowships; (4) the elimination of the limit on the number of years

following receipt of the baccalaureate degree in which candidates for

junior fellowships may apply; and (5) a change in the closing date for

applications to March 1 annually. In addition, this proposed revised

rule sets forth for the first time information regarding the

Foundation's annual Summer Institute on the Constitution.

The James Madison Memorial Fellowship Act authorizes fellowship

support for graduate study by teachers of American history and social

studies and by college seniors or college graduates who wish to become

teachers of the same subjects. However, in order not to exclude from

consideration for James Madison Fellowships those teachers or would-be

teachers whose current or future secondary school instruction, while

concerning the usual subjects covered by courses in American history

and social studies, may be carried on in courses entitled

``government'' or similar names, this rule, like the former rule, goes

beyond the Act to apply to those teachers and would-be teachers who do

or will offer secondary school instruction in American government.

The Regulatory Flexibility Act, 5 U.S.C. 601 et seq., does not

apply to this rule because it will not have a significant economic

impact on a substantial number of small businesses. Consequently, an

Initial Regulatory Flexibility Analysis need not be performed. Section

610 of the Act provides for periodic review of rules which have or will

have a significant economic impact upon a substantial number of small

businesses. In accordance with this provision, comments from small

entities concerning these rules will be considered. Such comments must

be submitted separately and cite 5 U.S.C. 601 et seq. in

correspondence.

Sections 2400.11, 2400.21, 2400.53-54, and 2400.61-63 contain

information collection requirements. As required by the Paperwork

Reduction Act of 1980, the James Madison Memorial Fellowship Foundation

has submitted a copy of forms required under these sections to the

Office of Management and Budget for its review (40 U.S.C. 3540(h)).

Organizations and individuals desiring to submit comments on these

information collection requirements should direct them to the Office of

Information and Regulatory Affairs, room 3002, New Executive Office

Building, Washington, DC 20503; Attention: Daniel J. Chenok. The annual

public reporting burden for this collection of information is estimated

to average 5 hours per response for an anticipated 750 applicants.

List of Subjects in 45 CFR Part 2400

Education, Fellowships.

For the reasons set forth in the preamble and under authority of 20

U.S.C. 4501 et seq., Chapter XXIV, title 45 of the Code of Federal

Regulations is proposed to be revised to read as follows:

CHAPTER XXIV--JAMES MADISON MEMORIAL FELLOWSHIP FOUNDATION

PART 2400--FELLOWSHIP PROGRAM REQUIREMENTS

Subpart A--General

2400.1 Purposes.

2400.2 Annual competition.

2400.3 Eligibility.

2400.4 Definitions.

Subpart B--Applications

2400.10 Applications.

2400.11 Faculty representatives.

Subpart C--Application Process

2400.20 Preparation of applications.

2400.21 Contents of applications.

2400.22 Application deadline.

Subpart D--Selection of Fellows

2400.30 Selection criteria.

2400.31 Selection process.

Subpart E--Graduate Study

2400.40 Institutions of graduate study.

2400.41 Degree programs.

2400.42 Approval of programs.

2400.43 Required courses of graduate study.

2400.44 Commencement of graduate study.

2400.45 Special consideration: Junior Fellows' courses of study.

2400.46 Special consideration: second master's degrees.

Subpart F--Fellowship Stipends

2400.50 Amount of stipends.

2400.51 Duration of stipends.

2400.52 Use of stipends.

2400.53 Certification for stipends.

2400.54 Payment of stipends.

2400.55 Termination of stipends.

2400.56 Repayment of stipends.

Subpart G--Special Conditions

2400.60 Other awards.

2400.61 Renewal of awards.

2400.62 Postponent of awards.

2400.63 Evidence of master's degree.

2400.64 Excluded graduate study.

2400.65 Alteration of plans of study.

2400.66 Completion of fellowships.

Subpart H--Summer Institute on the Constitution

2400.70 Institute's relationship to fellowship.

2400.71 Fellows' participation in institute.

2400.72 Contents of institute.

2400.73 Allowances and institute costs.

2400.74 Institute accreditation.

Authority: 20 U.S.C. 4501 et seq.

Subpart A--General

Sec. 2400.1 Purposes.

(a) The purposes of the James Madison Memorial Fellowship Program

are to: (1) Provide incentives for master's degree level graduate study

of the history, principles, and development of the United States

Constitution by outstanding in-service teachers of American history,

American government, and social studies in grades 7-12 and by

outstanding college graduates who plan to become teachers of the same

subjects; and thereby to (2) Strengthen teaching in the nation's

secondary schools about the principles, framing, ratification, and

subsequent history of the United States Constitution.

(b) The Foundation may from time to time operate its own programs

and undertake other closely related activities to fulfill these goals.

Sec. 2400.2 Annual competition.

To achieve its principal purposes, the Foundation holds an annual

competition to select teachers in grades 7-12, college seniors, and

college graduates to be James Madison Fellows.

Sec. 2400.3 Eligibility.

Individuals eligible to apply for and hold James Madison

Fellowships are United States citizens, United States nationals, or

permanent residents of the Northern Mariana Islands who are: (a)

Teachers of American history, American government, or social studies in

grades 7-12 who: (1) Are teaching full time during the year in which

they apply for a fellowship;

(2) Are under contract, or can provide evidence of being under

prospective contract, to teach full time as teachers of American

history, American government, or social studies in grades 7-12;

(3) Have demonstrated records of willingness to devote themselves

to civic responsibilities and to professional and collegial activities

within their schools and school districts;

(4) Are highly recommended by their department heads, school heads,

school district superintendents, or other supervisors;

(5) Qualify for admission with graduate standing at accredited

universities of their choice that offer master's degree programs

allowing at least 12 hours or their equivalent of study of the origins,

principles, and development of the Constitution of the United States

and of its comparison with the constitutions of other forms of

government;

(6) Are able to complete their proposed courses of graduate study

within five calendar years from the commencement of study under their

fellowships, normally through part-time study during summers or in

evening or weekend programs;

(7) Agree to attend the Foundation's four-week Summer Institute on

the Constitution, normally during the summer following the commencement

of study under their fellowships; and

(8) Sign agreements that, after completing the education for which

the fellowship is awarded, they will teach American history, American

government, or social studies full time in secondary schools for a

period of not less than one year for each full academic year of study

for which assistance was received, preferably in the state listed as

their legal residence at the time of their fellowship award. For the

purposes of this provision, a full academic year of study is the number

of credit hours determined by each university at which Fellows are

studying as constituting a full year of study at that university.

Fellows' teaching obligations will be figured at full academic years of

study; and when Fellows have studies for partial academic years, those

years will be rounded upward to the nearest one-half year to determine

Fellows' total teaching obligations.

(b) Those who aspire to become full-time teachers of American

history, American government, or social studies in grades 7-12 who: (1)

Are matriculated college seniors pursuing their baccalaureate degrees

full time and will receive those degrees no later than August 31st of

the year of the fellowship competition in which they apply or prior

recipients of baccalaureate degrees;

(2) Plan to begin graduate study on a full-time basis;

(3) Have demonstrated records of willingness to devote themselves

to civic responsibilities;

(4) Are highly recommended by faculty members, deans, or other

persons familiar with their potential for graduate study of American

history and government and with their serious intention to enter the

teaching profession as secondary school teachers of American history,

American government, or social studies in grades 7-12;

(5) Qualify for admission with graduate standing at accredited

universities of their choice that offer master's degree programs that

allow at least 12 hours or their equivalent of study of the origins,

principles, and development of the Constitution of the United States

and of its comparison with the constitutions and history of other forms

of government;

(6) Are able to complete their proposed courses of graduate study

in no more than two calendar years from the commencement of study under

their fellowships, normally through full-time study;

(7) Agree to attend the Foundation's four-week Summer Institute on

the Constitution, normally during the summer following the commencement

of study under their fellowships; and

(8) Sign an agreement that, after completing the education for

which the fellowship is awarded, they will teach American history,

American government, or social studies full time in secondary schools

for a period of not less than one year for each full academic year of

study for which assistance was received, preferably in the state listed

as their legal residence at the time of their fellowship award. For the

purposes of this provision, a fully academic year of study is the

number of credit hours determined by each university at which Fellows

are studying as constituting a full year of study at that university.

Fellows' teaching obligations will be figured at full academic years of

study; and when Fellows have studies for partial academic years, those

years will be rounded upward to the nearest one-half year to determine

Fellows' total teaching obligations.

Sec. 2400.4 Definitions.

As used in this part:

Academic year means the period of time in which a full-time student

would normally complete two semesters, two trimesters, three quarters,

or their equivalent of study.

Act means the James Madison Memorial Fellowship Act.

College means an institution of higher education offering only a

baccalaureate degree or the undergraduate division of a university in

which a student is pursuing a baccalaureate degree.

Fee means a typical and usual non-refundable charge levied by an

institution of higher education for a service, privilege, or use of

property which is required for a Fellow's enrollment and registration.

Fellow means a recipient of a fellowship from the Foundation.

Fellowship means an award, called a James Madison Fellowship, made

to a person by the Foundation for graduate study.

Foundation means the James Madison Memorial Fellowship Foundation.

Full-time study means study for an enrolled student who is carrying

a full-time academic workload as determined by the institution under a

standard applicable to all students enrolled in a particular

educational program.

Graduate study means the courses of study beyond the baccalaureate

level, which are offered as part of a university's master's degree

program and which lead to a master's degree.

Institution of higher education has the meaning given in section

1201(a) of the Higher Education Act of 1965 (20 U.S.C. 1141(a)).

Junior fellowship means a James Madison Fellowship granted either

to a college senior or to a college graduate who has received a

baccalaureate degree and who seeks to become a secondary school teacher

of American history, American government, or social studies for full-

time graduate study toward a master's degree whose course of study

emphasizes the framing, principles, history, and interpretation of the

United States Constitution.

Master's degree means the first pre-doctoral graduate degree

offered by a university beyond the baccalaureate degree, for which the

baccalaureate degree is a prerequisite.

Matriculated means formally enrolled in a master's degree program

in a university.

Resident means a person who has legal residence in the state,

recognized under state law. If a question arises concerning a Fellow's

state of residence, the Foundation determines, for the purposes of this

program, of which state the person is a resident, taking into account

the Fellow's place of registration to vote, his or her parent's place

of residence, and the Fellow's eligibility for in-state tuition rates

at public institutions of higher education.

Satisfactory progress means a Junior Fellow's completion of the

number of required courses normally expected of full-time master's

degree candidates at the university that the Fellow attends, with

grades acceptable to that university, and a Senior Fellow's completion

each year of the number of required courses toward a master's degree

agreed upon each year by the Foundation as constituting adequate

progress toward the completion of fellowship study, with grades

acceptable to the Fellow's university, in not more than five calendar

years from the commencement of that study.

Secondary school means grades 7 through 12.

Senior means a student at the academic level recognized by an

institution of higher education as being the last year of study before

receiving the baccalaureate degree.

Senior fellowship means a James Madison Fellowship granted to a

secondary school teacher of American history, American government, or

social studies for part-time graduate study toward a master's degree

whose course of study emphasizes the framing, principles, history, and

interpretation of the United States Constitution.

State means each of the 50 states, the District of Columbia, the

Commonwealth of Puerto Rico, and, considered as a single entity, Guam,

the United States Virgin Islands, American Samoa, the Commonwealth of

the Northern Mariana Islands, and, until adoption of its Compact of

Free Association, the Republic of Palau.

Stipend means the amount paid to a Fellow or to the university that

the Fellow attends to cover the costs of graduate study at that

university under a fellowship.

Term means the period--semester, trimester, or quarter--used by an

institution of higher education to divide its academic year.

University means an institution of higher education that offers

post-baccalaureate degrees.

Subpart B--Applications

Sec. 2400.10 Applications.

Eligible applicants for fellowships must apply directly to the

Foundation.

Sec. 2400.11 Faculty Representatives.

Each college and university that chooses to do so may annually

appoint or reappoint a faculty representative who will be asked to

identify and recruit fellowship applicants on campus, publicize the

annual competition on campus, and otherwise assist eligible candidates

in preparation for applying. In order to elicit the appointment of

faculty representatives, the Foundation will each year request the head

of each college and university campus to appoint or reappoint a faculty

representative and to provide the Foundation with the name, business

address, and business telephone number of a member of its faculty

representative on forms provided for that purpose.

Subpart C--Application Process

Sec. 2400.20 Preparation of applications.

Applications, on forms mailed directly by the Foundation to those

who request applications, must be completed by all fellowship

candidates in order that they be considered for an award.

Sec. 2400.21 Contents of applications.

Applications must include for: (a) Senior fellowships: (1)

Supporting information which affirms an applicant's wish to be

considered for a fellowship; provides information about his or her

background, interests, goals, and the school in which he or she

teaches; and includes a statement about the applicant's educational

plans and specifies how those plans will enhance his or her career as a

secondary school teacher of American history, American government, or

social studies;

(2) An essay of up to 600 words that explains the importance of the

study of the Constitution to:

(i) Young students,

(ii) The applicant's career aspirations and his or her

contributions to public service, and

(iii) Citizenship generally in a constitutional republic;

(3) The applicant's proposed course of graduate study, including

the name of the degree to be sought, the required courses to be taken,

and the election of an option, if available, to prepare a master's

thesis, as well as information about the specific degree sought;

(4) Three evaluations, one from an immediate supervisor, that

attest to the applicant's strengths and abilities as a teacher in

grades 7-12; and

(5) A copy of his or her academic transcript.

(b) Junior fellowships: (1) Supporting information which affirms an

applicant's wish to be considered for a fellowship; provides

information about the applicant's background, interests, goals, and the

college which he or she attends or attended; and includes a statement

about the applicant's educational plans and specifies how those plans

will lead to a career as a teacher of American history, American

government, or social studies in grades 7-12;

(2) An essay of up to 600 words that explains the importance of the

study of the Constitution to:

(i) Young students,

(ii) The applicant's career aspirations and his or her contribution

to public service, and

(iii) Citizenship generally in a constitutional republic;

(3) Applicant's proposed course of graduate study, including the

name of the degree sought, the name of the required courses to be

taken, and the election of an option, if available, to prepare a

master's thesis, as well as information about the specific degree

sought;

(4) Three evaluations that attest to the applicant's academic

achievements and to his or her potential to become an outstanding

secondary school teacher; and

(5) A copy of his or her academic transcript.

Sec. 2400.22 Application deadline.

Completed applications must be received by the Foundation no later

than March 1st of each year preceding the start of the academic year

for which candidates are applying. Applications not received by this

date, with all required supporting documents, will not be considered.

Subpart D--Selection of Fellows

Sec. 2400.30 Selection criteria.

Applicants will be evaluated, on the basis of materials in their

applications, as follows:

(a) Demonstrated commitment to teaching American history, American

government, or social studies at the secondary school level;

(b) Demonstrated intention to pursue a program of graduate study

that emphasizes the Constitution and to offer classroom instruction in

that subject;

(c) Demonstrated record of willingness to devote themselves to

civic responsibility;

(d) Outstanding performance or potential of performance as

classroom teachers;

(e) Academic achievements and demonstrated capacity for graduate

study; and

(f) Proposed courses of graduate study, especially the nature and

extent of their subject matter components, and their relationship to

the enhancement of applicants' teaching and professional activities.

Sec. 2400.31 Selection process.

(a) An independent Fellow Selection Committee will evaluate all

valid applications and recommend to the Foundation the most outstanding

applicants from each state for James Madison Fellowships.

(b) From among candidates recommended for fellowships by the Fellow

Selection Committee, the Foundation will name James Madison Fellows.

The selection procedure will assure that at least one James Madison

Fellow, junior or senior, is selected from each state in which there

are at least two legally resident applicants who meet the eligibility

requirements set forth in Sec. 2400.3 and are judged favorably against

the selection criteria in Sec. 2400.30.

(c) The Foundation may name, from among those applicants

recommended by the Fellow Selection Committee, an alternate or

alternates for each fellowship. An alternate will receive a fellowship

if the person named as a James Madison Fellow declines the award or is

not able to pursue graduate study as contemplated at the time the

fellowship was accepted. An alternate may be named to replace a Fellow

who declines or relinquishes an award until, but no later than, March

1st following the competition in which the alternate has been selected.

(d) Funds permitting, the Foundation may also select, from among

those recommended by the Fellow Selection Committee, Fellows at large.

Subpart E--Graduate Study

Sec. 2400.40 Institutions of graduate study.

Fellowship recipients may attend any accredited university in the

United States with a master's degree program offering courses or

training that emphasize the origins, principles, and development of the

Constitution of the United States and its comparison with the

constitutions and history of other forms of government.

Sec. 2400.41 Degree programs.

(a) Fellows may pursue a master's degree in history or political

science (including government or politics), the degree of Master of

Arts in Teaching in history or political science (including government

or politics), or a related master's degree in education that permits a

concentration in American history, American government, or social

studies. Graduate degrees under which study is excluded from fellowship

support are indicated in Sec. 2400.64.

(b) A master's degree pursued under a James Madison Fellowship may

entail either one or two years or their equivalent of study, according

to the requirements of the university at which a Fellow is enrolled.

Sec. 2400.42 Approval of programs.

The Foundation must approve each Fellow's program of graduate

study. To be approved, the program must

(a) On a part-time or full-time basis lead to a master's degree in

history or political science, the degree of Master of Arts in Teaching

in history or political science, or a related master's degree in

education that permits a concentration in American history, American

government, or social studies;

(b) Include courses, graduate seminars, or opportunities for

independent study in topics directly related to the framing and history

of the constitution of the United States;

(c) Be pursued at a university that assures a willingness to accept

up to 6 semester hours of accredited transfer credits from another

graduate institution for a Fellow's satisfactory completion of the

Foundation's Summer Institute on the Constitution. For the Foundation's

purposes, these 6 semester hours may be included in the required

minimum of 12 semester hours or their equivalent of study of the United

States Constitution; and

(d) Be pursued at a university that encourages the Fellow to

enhance his or her capacities as a teacher of American history,

American government, or social studies and to continue his or her

career as a secondary school teacher. The Foundation reserves the right

to refuse to approve a Fellow's degree program at a university that

will not accept on transfer the 6 credits for the Institute.

Sec. 2400.43 Required courses of graduate study.

(a) To be acceptable to the Foundation, those courses related to

the Constitution referred to in Sec. 2400.43(b) must amount to at least

12 semester hours or their equivalent of study of topics directly

related to the United States Constitution. More than 12 hours or their

equivalent of such study is strongly encouraged.

(b) The courses that fulfill the required minimum of 12 semester

hours or their equivalent of study of the United States Constitution

must cover one or more of the following subject areas:

(1) The history of colonial America leading up to the framing of

the Constitution;

(2) The Constitution itself, its framing, the history and

principles upon which it is based, its ratification, the Federalist

Papers, Anti-Federalist writings, and the Bill of Rights;

(3) The historical development of political theory, constitutional

law, and civil liberties as related to the Constitution;

(4) Interpretations of the Constitution by the Supreme Court and

other branches of the federal government;

(5) Debates about the Constitution in other forums and about the

effects of constitutional norms and decisions upon American society and

culture; and

(6) Any other subject clearly related to the framing, history, and

principles of the Constitution.

(c) If a master's degree program in which a Fellow is enrolled

offers the option of a master's thesis in place of a course or courses,

the Fellow will be strongly urged to write a thesis. If the preparation

of a master's thesis adds additional required credits to the minimum

number of credits required for the master's degree, the Foundation will

pay for these additional credits. In all programs in which a master's

degree thesis is required or elected as an option, a Fellow must write

the thesis in a subject concerning the framing, principles, or history

of the United States Constitution.

Sec. 2400.44 Commencement of graduate study.

(a) Fellows may commence study under their fellowships as early as

the summer following the announcement of their award. Fellows are

normally expected to commence study under their fellowships in the fall

term of the academic year following the date on which their award is

announced. However, as indicated in Sec. 2400.62 below, they may seek

to postpone the commencement of fellowship study under extenuating

circumstances.

(b) In determining the two- and five-year fellowship periods of

Junior and Senior Fellows respectively, the Foundation will consider

the commencement of the fellowship period to be the date on which each

Fellow commences study under a fellowship.

Sec. 2400.45 Special consideration: Junior Fellows' courses of study.

Applicants for junior fellowships who seek or hold baccalaureate

degrees in education are strongly encouraged to pursue master's degrees

in history or political science. Those applicants who hold

undergraduate degrees in history, political science, government, or any

other subjects may take some teaching methods and related courses,

although the Foundation will not pay for them unless they are required

for the degree for which the Fellow is matriculated. The Foundation

will review each proposed course of study for an appropriate balance of

subject matter and other courses based on the Fellow's goals,

background, and degree requirements.

Sec. 2400.46 Special consideration: second master's degree.

The Foundation may award senior fellowships to applicants who are

seeking their second master's degrees providing that the applicants'

first master's degrees were obtained at least five years prior to the

year in which the applicants would normally commence study under a

fellowship. In evaluating applications from those intending to pursue a

second master's degree, the Fellow Selection Committee will favor those

applicants who are planning to become American history and social

studies teachers after having taught another subject and those whose

initial master's degree was in a subject different from that sought

under the second master's degree.

Subpart F--Fellowship Stipends

Sec. 2400.50 Amount of stipends.

Junior and senior fellowships carry a stipend of up to a maximum of

$24,000 prorated over the period of Fellows' graduate study. In no case

shall the stipend for a fellowship exceed $12,000 per academic year.

Within this limit, stipends will be prorated over the period of

Fellows' graduate study as follows: A maximum of $6,000 per academic

semester or trimester of full-time study, and a maximum of $4,000 per

academic quarter of full-time study. Stipends for part-time study will

be pro rata shares of those allowable for full-time study.

Sec. 2400.51 Duration of stipends.

Stipends for junior fellowships may be payable over a period up to

two calendar years of full-time graduate study, and those for senior

fellowships may be payable over a period of not more than five calendar

years of part-time graduate study, commencing with the dates under

which Fellows commence their graduate study under their fellowships.

However, the duration of stipend payments will be subject to

limitations indicated in Sec. 2400.61.

Sec. 2400.52 Use of stipends.

Stipends shall be used only to offset the costs of tuition, fees,

books, room, and board associated with graduate study under a

fellowship. The costs allowed for a Fellow's room and board will be the

amount the Fellow's university reports to the Foundation as the cost of

room and board for a graduate student if that student were to share a

room at the student's university. If no graduate housing exists, then

costs for regular shared student housing will be used. If no campus

housing exists, the equivalent room and board costs at neighboring

universities will be used. Stipends for room, board, and books will be

prorated for Fellows enrolled in programs less than full time. The

Foundation will not reimburse Fellows for any portion of their master's

degree study, if any, that Fellows may have completed prior to the

commencement of their fellowships. Nor will the Foundation reimburse

Fellows for any credits acquired above the minimum number of credits

required for the degree. If a Fellow already taken and paid for courses

that can be credited toward the Fellow's graduate degree under a

fellowship, those must be credited to the degree; the remaining

required courses will be paid for by the Foundation.

Sec. 2400.53 Certification for stipends

In order to receive a fellowship stipend, a Fellow must submit in

writing acceptance of the terms and conditions of the fellowship;

evidence of admission to an approved graduate program; certified copies

of undergraduate and, if any, graduate transcripts; a certified payment

request form indicating estimated expenses for tuition, fees, books,

room, and board; estimated income from any other grants or awards;

information about the Fellow's degree program, including the number of

required credits and the availability of a thesis option; a statement

of the university's willingness to accept the transfer of 6 credits

toward the Fellow's degree requirements for the Fellow's satisfactory

completion of the Summer Institute (see Sec. 2400.74); and a full plan

of study over the duration of the fellowship, including information on

the contents of required courses. Junior Fellows must provide evidence

of receipt of their baccalaureate degrees, and Senior Fellows must

provide evidence of their continued full-time employment as teachers in

grades 7-12.

Sec. 2400.54 Payment of stipends.

Payment for tuition, fees, books, room, and board subject to the

limitations in Sec. 2400.50-53 and Sec. 2400.60-61 will be paid to each

Fellow at the beginning of each term of enrollment upon the Fellow's

submission of a completed Payment Request Form provided by the

Foundation.

Sec. 2400.55 Termination of stipends.

The Foundation may suspend or terminate the payment of a stipend if

a Fellow fails to meet the criteria set forth in Sec. 2400.40-2400.44

and Sec. 2400.61, except as provided for in Sec. 2400.62. Before it

suspends or terminates a fellowship under these circumstances, the

Foundation will give notice to the Fellow, as well as the opportunity

to be heard with respect to the grounds for suspension or termination.

Sec. 2400.56 Repayment of stipends.

(a) If a Fellow fails to secure a master's degree, to teach

American history, American government, or social studies on a full-time

basis in a secondary school for at least one school year for each

academic year for which assistance was provided under a fellowship, to

secure no fewer than 12 credits for study of the Constitution as

indicated in Sec. 2400.43(b), or to attend the Foundation's Summer

Institute on the Constitution, the Fellow shall repay all of the

fellowship assistance received plus interest at the rate of 6% per

annum or as otherwise authorized and, if applicable, reasonable

collection fees, as prescribed in Section 807 of the Act (20 U.S.C.

4506 (b)).

(b) If a Fellow resigns a fellowship, the Foundation will seek to

recover all fellowship funds which have been remitted to the Fellow

under a fellowship.

Subpart G--Special Conditions

Sec. 2400.60 Other awards.

Fellows may accept grants from other foundations, institutions,

corporations, or government agencies to support their graduate study or

to replace any income foregone for study. However, the stipend paid by

the Foundation for allowable costs indicated in Sec. 2400.52 will be

reduced to the extent these costs are paid from other sources, and in

no case will fellowship funds be paid to Fellows to provide support in

excess of their actual total costs of tuition, required fees, books,

room, and board. The Foundation may also reduce a Fellow's stipend if

the Fellow is remunerated for the costs of tuition under a research or

teaching assistantship or a work-study program. In such a case, the

Foundation will require information from a Fellow's university about

the intended use of assistantship or work-study support before

remitting fellowship payments.

Sec. 2400.61 Renewal of awards.

(a) Provided that Fellows have submitted all required

documentation, it is the intent of the Foundation to renew junior

fellowship awards annually for a period not to exceed two calendar

years and senior fellowships for a period not to exceed five calendar

years (except when those periods have been altered because of changes

in Fellows' programs of studies as provided for in Sec. 2400.65), or

until a Fellow has completed all requirements for a master's degree,

whichever comes first. In no case, however, will the Foundation

continue payments under a fellowship to a Fellow who has reached the

maximum payments under a fellowship as indicated in Sec. 2400.50, or

completed the minimum number of credits required for the degree.

Although Fellows are encouraged to take courses in addition to those

required for the degree or required to maintain full-time status, the

Foundation will not in such cases pay for those additional courses

unless they are credited to the minimum number of credits required for

the degree.

(b) Fellowship renewal will be subject to an annual review by the

Foundation and certification by an authorized official of the

university at which a Fellow is registered that:

The Fellow is making satisfactory progress toward the degree and

is in good academic standing according to the standards of each

university.

(c) As a condition of renewal of awards, each Fellow must submit an

annual activity report to the Foundation by July 15th. That report must

indicate, through submission of a copy of the Fellow's transcript,

courses taken and grades achieved; courses planned for the coming year;

changes in academic or professional plans or situations; any awards,

recognitions, or special achievements in the Fellow's academic study or

school employment; and such other information as may relate to the

fellowship and its holder. Fellows must also submit a final report to

the Foundation following completion of their fellowships.

Sec. 2400.62 Postponement of awards.

Upon application to the Foundation, a Fellow may seek postponement

of his or her fellowship because of ill health or other mitigating

circumstances, such as military duty, temporary disability, necessary

care of an immediate family member, or unemployment as a teacher.

Substantiation of the reasons for the requested postponement of study

will be required.

Sec. 2400.63 Evidence of master's degree.

At the conclusion of the fellowship term, each Fellow must provide

evidence that he or she has secured an approved master's degree as set

forth in the Fellow's original plan of study/or approved modifications

thereto.

Sec. 2400.64 Excluded graduate study.

(a) James Madison Fellowships do not provide support for study

toward doctoral degrees, for the degree of master of arts in public

affairs or public administration, or toward the award of teaching

certificates. Nor do fellowships support practice teaching required for

professional certification or other courses related to teaching unless

those courses are required for the degree. In those cases, however, the

Foundation will provide reimbursement only toward those courses related

to teaching that fall within the minimum number of courses required for

the degree, not in addition to that minimum.

(b) If a course or courses required toward a Fellow's master's

degree are coincidentally credited toward a Fellow's future doctoral

degree or teaching certificate, the Foundation will provide

reimbursement toward that course or those courses. Such reimbursement

will be governed by all other rules, requirements, and obligations set

forth here.

Sec. 2400.65 Alteration of plans of study.

Although Junior Fellows are expected to pursue full-time study and

Senior Fellows to pursue part-time study, the Foundation may permit

Junior Fellows with an established need (such as the need to accept a

teaching position) to study part time and Senior Fellows with

established need (such as great distance between the Fellow's residence

and the nearest university, thus necessitating a full-time leave of

absence from employment in order to study) to study full time.

Sec. 2400.66 Completion of fellowships.

A Fellow will be deemed to have satisfied all terms of a fellowship

and all obligations under it when the Fellow has completed no fewer

than 12 credits of study of the Constitution, formally secured the

masters degree, attended the Foundation's Summer Institute on the

Constitution, completed teaching for the number of years and fractions

thereof required as a condition of accepting Foundation support for

study, and submitted all required reports.

Subpart H--Summer Institute on the Constitution

Sec. 2400.70 Institute's relationship to fellowship.

Each year, the Foundation offers, normally during July a four-week

graduate-level Institute on the principles, framing, ratification, and

implementation of the United States Constitution at an accredited

university in the Washington, DC area. The Institute is an integral

part of each fellowship.

Sec. 2400.71 Fellows' participation in institute.

Each Fellow is required as part of his or her fellowship to attend

the Institute, normally during the summer following the Fellow's

commencement of graduate study under a fellowship.

Sec. 2400.72 Contents of institute.

The principal element of the Institute is a graduate history

course, ``The Origins of Constitutional Government in the United

States, 1763-1803.'' Other components of the Institute include study

visits to sites associated with the lives and careers of members of the

founding generation and exposure to advanced teaching methods.

Sec. 2400.73 Allowances and institute costs.

For their participation in the Institute, Fellows are paid an

allowance from non-federal sources to help offset income foregone by

their required attendance. The Foundation also funds the costs of the

Institute and Fellows' round-trip transportation to and from the

Institute site. The costs of tuition, required fees, books, room, and

board entailed by the Institute will be paid for by the Foundation

directly but may be offset against fellowship award limits if the

credits earned for the Institute are included within the Fellows'

degree requirements.

Sec. 2400.74 Institute accreditation.

The Institute is accredited for six graduate credits by the

university at which it is held. It is expected that the universities at

which Fellows are pursuing their graduate study will, upon Fellows'

satisfactory completion of the Institute, accept these credits upon

transfer from the university at which the Institute is held in

fulfillment of the minimum number of credits required for Fellows'

graduate degrees. Satisfactory completion of the Institute will fulfill

six of the Foundation's 12 credits of required graduate study of the

history and development of the Constitution. Fellows, with the

Foundation's assistance, are strongly encouraged to make good faith

efforts to have their universities incorporate the Institute into their

course programs and accept the 6 Institute credits toward the minimum

number of credits required for their master's degrees.

Paul A. Yost, Jr.,

President, James Madison Memorial Fellowship Foundation.

[FR Doc. 94-8410 Filed 4-6-94; 8:45 am]

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