Expands eligibility for the New York state excelsior scholarship award to certain applicants enrolled on a part-time basis or in a BOCES or other approved vocational program; provides criteria for eligibility, and limits on amounts and durations for any such awards.
STATE OF NEW YORK
________________________________________________________________________
5063
2025-2026 Regular Sessions
IN ASSEMBLY
February 11, 2025
___________
Introduced by M. of A. JACOBSON, EACHUS -- read once and referred to the
Committee on Higher Education
AN ACT to amend the education law, in relation to eligibility for the
New York state excelsior scholarship for certain part-time applicants
The People of the State of New York, represented in Senate and Assem-bly, do enact as follows:
1 Section 1. Subdivisions 1, 2 and 3 of section 669-h of the education
2 law, subdivision 1 as amended by section 1 of part T of chapter 56 of
3 the laws of 2018, subdivision 2 as amended by section 1 of part G of
4 chapter 56 of the laws of 2022 and subdivision 3 as added by section 1
5 of part HHH of chapter 59 of the laws of 2017, are amended and a new
6 subdivision 2-a is added to read as follows:
7 1. Eligibility. An excelsior scholarship award shall be made to an
8 applicant who: (a) is matriculated in an approved program leading to an
9 undergraduate degree at a New York state public institution of higher
10 education, which for the purposes of this section shall include all
11 two-year and four-year colleges operated by the state university of New
12 York or the city university of New York; (b) if enrolled in (i) a public
13 institution of higher education prior to application, has completed at
14 least [thirty] twenty-four combined credits per year if enrolled on a
15 full-time basis or at least twelve combined credits per year if enrolled
16 on a part-time basis following the student's start date, or its equiv-
17 alent, applicable to [his or her] the student's program or programs of
18 study or (ii) an institution of higher education prior to application,
19 has completed at least [thirty] twenty-four combined credits per year if
20 enrolled on a full-time basis or at least twelve combined credits per
21 year if enrolled on a part-time basis following the student's start
22 date, or its equivalent, applicable to [his or her] the student's
23 program or programs of study and which were accepted upon transfer to a
24 public institution of higher education; (c) enrolls in at least twelve
25 credits per semester and completes at least [thirty] twenty-four
EXPLANATION--Matter in italics (underscored) is new; matter in brackets
[] is old law to be omitted.
LBD02338-01-5
A. 5063 2
1 combined credits per year if enrolled on a full-time basis or at least
2 six credits if enrolled on a part-time basis following the student's
3 start date, or its equivalent, applicable to [his or her] the student's
4 program or programs of study except in limited circumstances as
5 prescribed by the corporation in regulation. Notwithstanding, in the
6 student's last semester, the student may take at least one course needed
7 to meet [his or her] the student's graduation requirements and enroll in
8 and complete [at least twelve credit hours or its equivalent] as many
9 credits as required to obtain the student's degree. For students who
10 are disabled as defined by the Americans With Disabilities Act of 1990,
11 42 USC 12101, the corporation shall prescribe rules and regulations that
12 allow applicants who are disabled to be eligible for an award pursuant
13 to this section based on modified criteria; (d) has an adjusted gross
14 income for the qualifying year, as such terms are defined in this subdi-
15 vision, equal to or less than: (i) one hundred thirty-five thousand
16 dollars for recipients receiving an award in the two thousand [seven-
17 teen] twenty-five--two thousand [eighteen] twenty-six academic year;
18 (ii) one hundred [ten] fifty thousand dollars for recipients receiving
19 an award in the two thousand [eighteen] twenty-six--two thousand [nine-
20 teen] twenty-seven academic year; and (iii) one hundred [twenty-five]
21 fifty thousand dollars for recipients receiving an award in the two
22 thousand [nineteen] twenty-seven--two thousand [twenty] twenty-eight
23 academic year and thereafter; and (e) complies with the applicable
24 provisions of this article and all requirements promulgated by the
25 corporation for the administration of the program. Adjusted gross income
26 shall be the total of the combined adjusted gross income of the appli-
27 cant and the applicant's parents or the applicant and the applicant's
28 spouse, if married. Qualifying year shall be the adjusted gross income
29 as reported on the federal income tax return, or as otherwise obtained
30 by the corporation, for the calendar year coinciding with the tax year
31 established by the U.S. department of education to qualify applicants
32 for federal student financial aid programs authorized by Title IV of the
33 Higher Education Act of nineteen hundred sixty-five, as amended, for the
34 school year in which application for assistance is made. Provided,
35 however, if an applicant demonstrates to the corporation that there has
36 been a change in such applicant's adjusted gross income in the year(s)
37 subsequent to the qualifying year which would qualify such applicant for
38 an award, the corporation shall review and make a determination as to
39 whether such applicant meets the requirement set forth in paragraph (d)
40 of this subdivision based on such year. Provided, further that such
41 change was caused by the death, permanent and total physical or mental
42 disability, divorce, or separation by judicial decree or pursuant to an
43 agreement of separation which is filed with a court of competent juris-
44 diction of any person whose income was required to be used to compute
45 the applicant's total adjusted gross income.
46 2. Amount. Within amounts appropriated therefor and based on avail-
47 ability of funds, awards shall be granted beginning with the two thou-
48 sand [seventeen] twenty-five--two thousand [eighteen] twenty-six academ-
49 ic year and thereafter to applicants that the corporation has determined
50 are eligible to receive such awards. The corporation shall grant such
51 awards for full-time students in an amount up to five thousand five
52 hundred dollars or actual tuition, whichever is less and for part-time
53 students in an amount up to two thousand seven hundred fifty dollars or
54 actual tuition, whichever is less; provided, however, (a) a student who
55 receives educational grants and/or scholarships that cover the student's
56 full cost of attendance shall not be eligible for an award under this
A. 5063 3
1 program; and (b) an award under this program shall be applied to tuition
2 after the application of payments received under the tuition assistance
3 program pursuant to section six hundred sixty-seven of this subpart,
4 tuition credits pursuant to section six hundred eighty-nine-a of this
5 article, federal Pell grant pursuant to section one thousand seventy of
6 title twenty of the United States code, et seq., and any other program
7 that covers the cost of attendance unless exclusively for non-tuition
8 expenses, and the award under this program shall be reduced in the
9 amount equal to such payments, provided that the combined benefits do
10 not exceed five thousand five hundred dollars. Upon notification of an
11 award under this program, the institution shall defer the amount of
12 tuition. Notwithstanding paragraph h of subdivision two of section three
13 hundred fifty-five and paragraph (a) of subdivision seven of section six
14 thousand two hundred six of this chapter, and any other law, rule or
15 regulation to the contrary, the undergraduate tuition charged by the
16 institution to recipients of an award shall not exceed the tuition rate
17 established by the institution for the two thousand [sixteen] twenty-
18 four--two thousand [seventeen] twenty-five academic year provided,
19 however, that in the two thousand [twenty-two] twenty-six--two thousand
20 [twenty-three] twenty-seven academic year and every year thereafter, the
21 undergraduate tuition charged by the institution to recipients of an
22 award shall be reset to equal the tuition rate established by the insti-
23 tution for the forthcoming academic year, provided further that the
24 tuition credit calculated pursuant to section six hundred eighty-nine-a
25 of this article shall be applied toward the tuition rate charged for
26 recipients of an award under this program. Provided further that the
27 state university of New York and the city university of New York shall
28 provide an additional tuition credit to students receiving an award to
29 cover the remaining cost of tuition.
30 2-a. In the event that for any reason, the student does not receive
31 the student's two-year, four-year or five-year degree or complete the
32 BOCES or vocational program referred to in paragraph (g) of subdivision
33 four of this section, the student shall not suffer any penalty with
34 respect to the scholarship received under the excelsior scholarship
35 program.
36 3. Duration. An eligible recipient shall not receive an award for more
37 than [four] five academic years of full-time or ten academic years of
38 part-time undergraduate study for a four-year degree or [five] six full-
39 time or twelve part-time academic years if the program of study normally
40 requires five years. An eligible recipient enrolled full-time in an
41 eligible [two year] two-year program of study shall not receive an award
42 for more than two and a half academic years and an eligible recipient
43 enrolled part-time in an eligible two-year program of study shall not
44 receive an award for more than five academic years. Notwithstanding,
45 such duration may be extended for an allowable interruption of study
46 including, but not limited to, death of a family member, medical leave,
47 military service, and parental leave, as established by the corporation
48 in regulation.
49 § 2. Subdivision 4 of section 669-h of the education law is amended by
50 adding a new paragraph (g) to read as follows:
51 (g) Notwithstanding any other provision of law to the contrary, an
52 applicant who satisfied all other requirements of this section shall be
53 eligible to receive an award pursuant to this section if such applicant
54 is enrolled on at least a part-time basis or its equivalent in a board
55 of educational services (BOCES) or other approved vocational program at
56 a SUNY or CUNY community college as determined by the applicable educa-
A. 5063 4
1 tional authority. Within amounts appropriated therefor and based on
2 availability of funds, awards shall be granted beginning with the two
3 thousand twenty-five--two thousand twenty-six academic year and there-
4 after to applicants that the corporation has determined are eligible to
5 receive such awards. The corporation shall grant such awards to eligible
6 full-time and part-time students in accordance with subdivision three of
7 this section. A recipient eligible for an award pursuant to this para-
8 graph shall not receive an award for more than four academic years of
9 full-time or eight academic years of part-time enrollment in such BOCES
10 or other approved vocational program. Years enrolled are not required to
11 be consecutive.
12 § 3. This act shall take effect immediately and shall apply to any
13 eligible applicant beginning with the 2025-2026 academic year.
