[Federal Register Volume 59, Number 67 (Thursday, April 7, 1994)]
[Unknown Section]
[Page 0]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 94-8410]


[[Page Unknown]]

[Federal Register: April 7, 1994]


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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]
BILLING CODE 6820-05-M