Morris K. Udall Scholarship Program

Published on AidPage by IDILOGIC on Jun 24, 2005

Purpose of this program:

To honor former Arizona Congressman Morris K. Udall through the operation of internship, scholarship, and fellowship programs, financed by a permanent trust fund endowment, to develop increased opportunities for young Americans to prepare for and pursue careers related to the environment and to Native Americans and Alaska Natives who intend to pursue careers in health care and tribal public policy. Assistance is intended for the use of scholars only.

Possible uses and use restrictions...

Assistance is intended for the use of scholars only.

Who is eligible to apply...

(1) College sophomores or juniors in the current academic year having outstanding potential and intending to pursue careers in the environment; and (2) Native American and Alaska Native students who are college sophomores or juniors in the current academic year and have outstanding potential and intend to pursue careers in health care or tribal public policy may apply. Students must be properly nominated by accredited colleges or universities recognized by the Department of Education.

Eligible Applicant Categories:
Eligible Functional Categories:

Applicants must be a matriculated sophomore or junior pursuing a degree at an accredited institution of higher education at the time of nomination. "Sophomore" is defined as a student planning two more years of full-time undergraduate study beginning the next academic year. Students in two-year colleges planning to transfer to a baccalaureate program at another institution may be nominated. "Junior" is defined as a student who plans one more year of full-time under-graduate study beginning the next academic year. Student must have a college grade-point average of at least "B" (or the equivalent). Students must be a United States citizen or a permanent resident alien.

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 Udall Scholarship selection process and serves as liaison between his/her institution and the Foundation. The faculty representative is responsible for publicizing the Udall Scholarships on campus, soliciting recommendations of students with significant commitment to the environment and outstanding Native American and Alaska Native students that demonstrate a commitment to pursue a career related to health care or tribal public policy from members of the faculty; establishing the process to select the best qualified candidates to be nominated; helping nominees prepare for the competition; and ensuring that the institutions nominations are complete and are forwarded to the Udall Scholarship Review Committee by the stated deadline. The following information on the official nominating materials, must be included with each scholarship nomination: (1) Institutional Nomination Form that verifies the nominee's eligibility and formally transmits the nomination to the Review Committee. This document must be completed and signed by the faculty representative or the nomination cannot be considered; (2) Nominee Information Form that affirms the nominee's wish to be considered for the scholarship; provides biographical information about the nominee's background, interests and plans, and provides a statement about the nominee's intent to enter an eligible career and specifies how the student's educational plans will provide preparation for that career; (3) nominee's essay of 600 words or less citing in the student's opinion Congressman Udall's major achievements and what those achievements mean to the nominee; (4) three Independent Evaluation of Nominee forms. The nominee must secure letters of recommendation from a current or recent faculty member that can discuss the nominee's potential for a career in the environment, health care, or tribal public policy; a current or recent faculty member in the nominee's field of study; and another individual that can attest to the nominee's potential; and (5) transcript of the nominee's college grades.

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:

A private contractor, with the approval of the Morris K. Udall Foundation, will select individuals from the academic and professional community to serve as the Udall Review Committee. The Morris K. Udall Foundation staff will initially verify the contents of the nomination packets for completeness and then assemble the information for review by the Committee, that will meet at a designated location for one weekend to review and select 80 scholars and 50 honorable mention recipients. Students will be evaluated on the basis of: (a) Outstanding leadership capabilities, (b) academic excellence, (c) the appropriateness of student's plan of study to prepare for a career in the environment, health care, or tribal public policy, and (d) dedication to the values exemplified by Morris K. Udall during his career, i.e., civility, integrity, and consensus. The Review Committee has sole discretion in the selection of the 80 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...


March 3 of each year for all nominations to be received.

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

March 3, of each year for receipt of nominations; March of each year for selection of scholars by Udall Review Committee; April of each year for announcement of Udall scholars.

Preapplication Coordination

Each August, the presidents of two and four year institutions are invited to appoint a Udall Scholarship faculty representative to manage the selection and nomination of up to six students for the forthcoming year's Udall Scholarships. The standard nomination forms with instructions will be provided to the designated faculty representatives of all such institutions whose presidents or chancellors inform the Foundation of their intent to participate. 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.



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).


Sophomore recipients of Morris K. Udall Scholarships may apply for another scholarship by going through the application process described above.

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, college sophomores, or juniors will benefit.

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


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.


(Grants) FY 03 $400,000; FY 04 est $400,000; and FY 05 est $400,000.

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


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...

As of fiscal year 2004, 675 scholarships were awarded.

Criteria for selecting proposals...

Not applicable.

Assistance considerations...

Length and Time Phasing of Assistance

To be eligible to receive payments, a Udall scholar must matriculate full-time and remain in good academic standing. Scholar's institution must confirm in writing the cost of attendance and that the Scholar is enrolled full-time and in good academic standing. The Foundation will send each institution a form containing the student's name and social security number. This form will be completed and returned to the Foundation at least 30 days prior to the beginning of the fall semester. The Foundation will review forms for completeness of information and appropriate signatures from school officials. Scholars are required to submit a payment request form containing information regarding living expenses and additional costs that may be covered. Scholars may receive up to $5,000 at the beginning of the fall semester or may receive a partial payment in the fall semester and another at the beginning of the spring semester.

Formula and Matching Requirements

Not applicable.

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...


Not required.

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.


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).


Not applicable.

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.



Morris K. Udall Scholarship and Excellence in National Environmental and Native American Public Policy Act of 1992, Public Law 102-259, 106 Stat. 78, 20 U.S.C. 5601-5609.

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

None. Informational bulletins are available upon request.

Contact information...

Web Sites
Regional Or Local Office

Contact: Christopher L. Helms, Executive Director, 130 S. Scott Avenue, Tucson, AZ 85701. Telephone: (520) 670-5529. FAX (520) 670-5530; or Melissa Millage, Program Coordinator. Telephone: (520) 670-5542. FAX (520) 6760-5530.

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

Contact: Christopher L. Helms, Executive Director, 130 S. Scott Avenue, Tucson, AZ 85701. Telephone: (520) 670-5529. FAX (520) 670-5530; or Melissa Millage, Program Coordinator. Telephone: (520) 670- 5542. FAX (520) 6760-5530.

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: