Barry M. Goldwater Scholarship Program

Published on AidPage by IDILOGIC on Jun 24, 2005

Purpose of this program:

To honor former Senator Barry Goldwater through the operation of an education scholarship program, financed by a permanent trust fund endowment, designed to encourage outstanding students to pursue careers in mathematics, the natural sciences, and engineering.

Possible uses and use restrictions...

Assistance is intended solely for the use of scholars.

Who is eligible to apply...

Undergraduate sophomore and junior level students, at two and four year colleges and universities accredited by the Department of Education, may be nominated by the institution's Goldwater Faculty Representative.

Eligible Applicant Categories:
Eligible Functional Categories:
Credentials/Documentation

Applicants must be enrolled, matriculated in a degree program at an accredited U.S. college, pursuing a Bachelor's degree as a full-time student during the forthcoming academic year, maintaining a "B" average, ranked in the upper fourth of his or her class, be a U.S. citizen, national or resident alien (resident aliens must include a letter of the nominee's intent to become a U.S. citizen and a photocopy of the Alien Registration Card) and have selected a field of study that will permit admission to a graduate or professional program in preparation for a career in mathematics, the natural sciences, or engineering.

Note:This is a brief description of the credentials or documentation required prior to, or along with, an application for assistance.

About this section:

This section indicates who can apply to the Federal government for assistance and the criteria the potential applicant must satisfy. For example, individuals may be eligible for research grants, and the criteria to be satisfied may be that they have a professional or scientific degree, 3 years of research experience, and be a citizen of the United States. Universities, medical schools, hospitals, or State and local governments may also be eligible. Where State governments are eligible, the type of State agency will be indicated (State welfare agency or State agency on aging) and the criteria that they must satisfy.

Certain federal programs (e.g., the Pell Grant program which provides grants to students) involve intermediate levels of application processing, i.e., applications are transmitted through colleges or universities that are neither the direct applicant nor the ultimate beneficiary. For these programs, the criteria that the intermediaries must satisfy are also indicated, along with intermediaries who are not eligible.

How to apply...

Application Procedure:

The faculty representative of an institution is the key person in the Goldwater selection process and serves as liaison between his or her institution and the Foundation. The faculty representative is responsible for publicizing the Goldwater Scholarship on campus, soliciting recommendations on outstanding students with proven capability and potential in the fields of mathematics, science and engineering from members of the faculty, and conducting a competition on campus in order to determine the best qualified nominees from the institution. The faculty representative assists the nominees in the preparation of the nomination package and ensures that they are accurate, complete, and forwarded to the Goldwater Scholarship Review Panel by the stated deadline for the competition. The following information must be included on the official nomination materials with each scholarship nomination: 1. An institution nomination form signed by the faculty representative stating that the nominee meets the qualifications for the scholarship. 2. Biographical data and educational background information regarding past and future academic plans and career goals must be submitted. 3. A 600 word essay by the nominee discussing a significant issue or problem in his or her field of study of interest must be submitted. 4. Three independent letters of evaluation from faculty members or others qualified to assess the nominee's performance and potential for a career in the nominee's chosen field of study must be submitted. 5. All transcripts from secondary schools and colleges attended must be submitted.

Note: Each program will indicate whether applications are to be submitted to the Federal headquarters, regional or local office, or to a State or local government office.

Award Procedure:

Each nominee will be evaluated by an independent review panel of academicians and college administrators from colleges and universities throughout the United States. In awarding scholarships, the Foundation Board of Trustees will consider the nominee's field of study and career objectives and the extent to which that individual has the commitment and potential to make a significant contribution to his or her chosen field of study. It is expected that students selected as scholars will pursue advanced degrees. Final selection of candidates is recommended by the independent review panel. The Board of Trustees will name up to 300 Goldwater Scholars.

Note: Grant payments may be made by a letter of credit, advance by Treasury check, or reimbursement by Treasury check. Awards may be made by the headquarters office directly to the applicant, an agency field office, a regional office, or by an authorized county office. The assistance may pass through the initial applicant for further distribution by intermediate level applicants to groups or individuals in the private sector.

Deadlines and process...

Deadlines

February 2 is the deadline for receipt of nomination materials. All materials must be submitted by the student's faculty representative. Nominations from individuals other than the faculty representative will not be considered.

Note: When available, this section indicates the deadlines for applications to the funding agency which will be stated in terms of the date(s) or between what dates the application should be received. When not available, applicants should contact the funding agency for deadline information.

Range of Approval/Disapproval Time

February, of each year scholarship nominees are evaluated by Independent Review Panel and ranked by relative merit. March of each year a Review Panel's results are presented to Board of Trustees. On April 1 of each year, Goldwater Board of Trustees announces the winners of the Goldwater Scholarships for the forthcoming academic year.

Preapplication Coordination

Each August the chief executive officer from all 2 and 4-year colleges and universities is invited to appoint a Goldwater Scholarship Faculty Representative to manage the selection and nomination of up to four (two for two year schools) students for the forthcoming year's Goldwater Scholarship competition. In September, the standard nomination forms will be provided to the designated faculty representatives of all institutions whose President or Chancellor has advised the Foundation of their intent to participate in the competition. This program is excluded from coverage under E.O. 12372.

Note: This section indicates whether any prior coordination or approval is required with governmental or nongovernmental units prior to the submission of a formal application to the federal funding agency.

Appeals

None.

Note: In some cases, there are no provisions for appeal. Where applicable, this section discusses appeal procedures or allowable rework time for resubmission of applications to be processed by the funding agency. Appeal procedures vary with individual programs and are either listed in this section or applicants are referred to appeal procedures documented in the relevant Code of Federal Regulations (CFR).

Renewals

It is the intent of the Foundation to support junior- level scholarships for a maximum of 2 academic years and senior-level scholarships for a maximum of 1 academic year. Renewal for junior- level awards will be in accordance with the regulations established by the Foundation Board of Trustees and will be subject to an annual review by an authorized official of the institution. The scholar must be a full- time student and taking a course of study, training, or other educational activities to prepare for a career in mathematics, the natural sciences, or engineering. The scholar must not be engaged in gainful employment that interferes with the scholar's studies. The scholar must be in good academic standing. The scholar may seek postponement of his or her award because of ill health or other mitigating circumstances, upon application to the President.

Note: In some instances, renewal procedures may be the same as for the application procedure, e.g., for projects of a non-continuing nature renewals will be treated as new, competing applications; for projects of an ongoing nature, renewals may be given annually.

Who can benefit...

U.S. citizens or nationals, resident aliens (must provide additional documentation), college sophomores and juniors will benefit.

Beneficiaries
About this section:

This section lists the ultimate beneficiaries of a program, the criteria they must satisfy and who specifically is not eligible. The applicant and beneficiary will generally be the same for programs that provide assistance directly from a Federal agency. However, financial assistance that passes through State or local governments will have different applicants and beneficiaries since the assistance is transmitted to private sector beneficiaries who are not obligated to request or apply for the assistance.

What types of assistance...

Direct Payments for Specified Use

Financial assistance from the Federal government provided directly to individuals, private firms, and other private institutions to encourage or subsidize a particular activity by conditioning the receipt of the assistance on a particular performance by the recipient. This does not include solicited contracts for the procurement of goods and services for the Federal government.

How much financial aid...

Range and Average of Financial Assistance

$0 to $7,500; $6,650.

Note: This section lists the representative range (smallest to largest) of the amount of financial assistance available. These figures are based upon funds awarded in the past fiscal year and the current fiscal year to date. Also indicated is an approximate average amount of awards which were made in the past and current fiscal years.

Obligations

(Grants) FY 02 $2,800,000; FY 03 est $3,000,000; and FY 04 est $300,000,000.

Note: The dollar amounts listed in this section represent obligations for the past fiscal year (PY), estimates for the current fiscal year (CY), and estimates for the budget fiscal year (BY) as reported by the Federal agencies. Obligations for non-financial assistance programs indicate the administrative expenses involved in the operation of a program.

Account Identification

95-8281-0-7-502.

Note: Note: This 11-digit budget account identification code represents the account which funds a particular program. This code should be consistent with the code given for the program area as specified in Appendix III of the Budget of the United States Government.

Examples of funded projects...

Not applicable.

About this section

This section indicates the different types of projects which have been funded in the past. Only projects funded under Project Grants or Direct Payments for Specified Use should be listed here. The examples give potential applicants an idea of the types of projects that may be accepted for funding. The agency should list at least five examples of the most recently funded projects.

Program accomplishments...

The Foundation, in its fifteen year history, has selected a total of 3,962 Goldwater Scholars. The vast majority are currently pursuing the Ph.D., while most of the members of the last two classes are still at the undergraduate level. As a matter of interest, 50 Goldwater Scholars have been selected as Rhodes Scholars and 57 have received The Marshall Award. Numerous Goldwater Scholars have received other highly prestigious postgraduate fellowships including the Churchill, Truman Fulbright, Hughes, Hertz, National Science Foundation and many others.

Criteria for selecting proposals...

Not applicable.

Assistance considerations...

Length and Time Phasing of Assistance

To be eligible to receive payments, a Goldwater Scholar must submit in writing: (1) An acceptance of the scholarship award, (2) an EFT form for payment by direct deposit and (3) at the beginning of each academic year one payment request form outlining the costs of tuition, fees, books, room and board, additional expenses and any other scholarships the student is receiving for that academic year. This form must be certified by a financial aid official and an academic official certifying that the student is in good academic standing. Two payments via treasury EFT will be made to the scholar's account during the academic year in an amount equal to half of the amount for which the scholar qualifies on the payment request, not to exceed $7,500 per academic year.

Formula and Matching Requirements

Not applicable.

Note:
A formula may be based on population, per capita income, and other statistical factors. Applicants are informed whether there are any matching requirements to be met when participating in the cost of a project. In general, the matching share represents that portion of the project costs not borne by the Federal government. Attachment F of OMB Circular No. A-102 (Office of Management and Budget) sets forth the criteria and procedures for the evaluation of matching share requirements which may be cash or in-kind contributions made by State and local governments or other agencies, institutions, private organizations, or individuals to satisfy matching requirements of Federal grants or loans.

Cash contributions represent the grantees' cash outlay, including the outlay of money contributed to the grantee by other public agencies, institutions, private organizations, or individuals. When authorized by Federal regulation, Federal funds received from other grants may be considered as the grantees' cash contribution.

In-kind contributions represent the value of noncash contributions provided by the grantee, other public agencies and institutions, private organizations or individuals. In-kind contributions may consist of charges for real property and equipment, and value of goods and services directly benefiting and specifically identifiable to the grant program. When authorized by Federal legislation, property purchased with Federal funds may be considered as grantees' in-kind contribution.

Maintenance of effort (MOE) is a requirement contained in certain legislation, regulations, or administrative policies stating that a grantee must maintain a specified level of financial effort in a specific area in order to receive Federal grant funds, and that the Federal grant funds may be used only to supplement, not supplant, the level of grantee funds.

Post assistance requirements...

Reports

Each Goldwater Scholar is required to send a report each June for four years following graduation outlining his or her progress toward his or her career goals. They must also provide a current address when changes occur.

Note: This section indicates whether program reports, expenditure reports, cash reports or performance monitoring are required by the Federal funding agency, and specifies at what time intervals (monthly, annually, etc.) this must be accomplished.

Audits

Not required.

Note: This section discusses audits required by the Federal agency. The procedures and requirements for State and local governments and nonprofit entities are set forth in OMB Circular No. A-133. These requirements pertain to awards made within the respective State's fiscal year - not the Federal fiscal year, as some State and local governments may use the calendar year or other variation of time span designated as the fiscal year period, rather than that commonly known as the Federal fiscal year (from October 1st through September 30th).

Records

Not required.

Note: This section indicates the record retention requirements and the type of records the Federal agency may require. Not included are the normally imposed requirements of the General Accounting Office. For programs falling under the purview of OMB Circular No. A-102, record retention is set forth in Attachment C. For other programs, record retention is governed by the funding agency's requirements.

Regulations...

Authorization

Public Law 99-661, 20 U.S.C. 4701-4711.

Note: This section lists the legal authority upon which a program is based (acts, amendments to acts, Public Law numbers, titles, sections, Statute Codes, citations to the U.S. Code, Executive Orders, Presidential Reorganization Plans, and Memoranda from an agency head).

Regulations, Guidelines, And Literature

45 CFR 2600.

Contact information...

Web Sites
Regional Or Local Office

Not applicable.

Note: This section lists the agency contact person, address and telephone number of the Federal Regional or Local Office(s) to be contacted for detailed information regarding a program such as: (1) current availability of funds and the likelihood of receiving assistance within a given period; (2) pre-application and application forms required; (3) whether a pre-application conference is recommended; (4) assistance available in preparation of applications; (5) whether funding decisions are made at the headquarters, regional or local level; (6) application renewal procedures (including continuations and supplementals) or appeal procedures for rejected applications; and (7) recently published program guidelines and material. However, for most federal programs, this section will instruct the reader to consult the so-called Appendix IV of the Catalog due to the large volume of Regional and Local Office Contacts for most agencies. This information is provided in Additional Contact Information (see below).

Headquarters Office

Gerald J. Smith, President, 6225 Brandon Avenue, Suite 315, Springfield, VA 22150-2519. Telephone: (703) 756-6012. Fax (703) 756-6015. E-Mail: goldh2o@erols.com.

Note: This section lists names and addresses of the office at the headquarters level with direct operational responsibility for managing a program. A telephone number is provided in cases where a Regional or Local Office is not normally able to answer detailed inquiries concerning a program. Also listed are the name(s) and telephone number(s) of the information contact person(s) who can provide additional program information to applicants.

Additional Contact Information (Appendix IV)

Due to the large volume of regional and local office contacts for most agencies, full contact information is also provided separately here in a PDF format: