1. HESC UPDATE2018
June 2018

2. Program Updates Excelsior Scholarship Enhanced Tuition Awards
NYS Part-time Scholarship Award Program
STEM
Loan Forgiveness Programs

3. Excelsior Scholarship
Provides full in-state tuition coverage for students attending SUNY or CUNY
Last dollar – less Pell, TAP and other aid covering tuition
Must file FAFSA and TAP application prior to applying

4. Enhanced Tuition Awards (ETA)
Provides tuition awards up $6000 to NYS residents attending participating in-state private schools
Must file FAFSA and NYS Student Payment TAP application prior to applying
Award reduced by TAP grant
List of participating schools available online

5. Excelsior/ETA Income Requirements
For academic year, combined federal Adjusted Gross Income of $110,000 or less based on tax year 2016
For , combined federal adjusted gross income of $125,000 or less for tax year 2017

6. Excelsior/ETA Scholarship – Duration
Up to two years for pursuit of an associate’s degree
Up to four years for pursuit of a bachelor’s degree
Five years for five-year programs and opportunity students

7. Excelsior/ETA Scholarship – Requirements
Be and stay on track for on-time completion
Enroll in at least 12 credits per term and complete 30 credits per year
Banked credits count toward 12/30 credit requirement
Remedial courses not included

8. Eligibility- ADA students
May attend less than full time
Must be continuously enrolled
Successfully complete all credits enrolled in per term
If student did not earn credits for all course attempted, missing credits can be earned during Summer/Winter sessions to get back on track

9. Excelsior/ETA Scholarship – Requirements
Final year allowance
Must live in New York State for number of years equal to awards received
Continuing education may be out of state
Military allowance

10. Income Appeal Income flexibility change in 2018 State Budget
Income from 2016 is used except under these conditions:
Death, total and permanent disability, divorce, or separation during 2017 or 2018
Applicants must complete Income Appeal form and provide documentation to support request to use 2017 income

11. Medical Appeal Medical Appeals Break in enrollment
Reduction in course load

12. Freezing Tuition at 2016-17 Rate
Student incurred full tuition liability and:
Tuition charge liability exists after deducting required financial aid
Enrolled in 12 credits applicable to program of study
Additional financial aid brings Excelsior award amount to zero after 100% liability date
A tuition liability newly exists after initially receiving a zero dollar award (loss of FA)
Drops below 12 credits after 100% liability date

13. Charging Tuition at Current Year Rate
Student incurred full tuition liability and:
No tuition charge liability exists after deducting required financial aid
Not enrolled in 12 credits in program of study (unless meets criteria using banked credits)

14. Certification- Excelsior and ETA
College certifies eligibility at end of each term
Complete all requested fields
Be consistent with certification codes used for TAP/SAE/AIMs and Excelsior Awards
New outgoing files for processing
Excelsior/ETA Manifest (HE8976)

15. Certification: Excelsior and ETA
Online or electronically
Payments made to colleges at end of term
Non-prepay
Payments made on daily basis
New college accounting reports

16. School Payment – Sample PAYDOCS
12/27/2017
Run 0062
Excelsior Term Payment Accounting Report (Institution Copy)
Institution
0123
NYS College
TERM: 2-17
Activity
Reference
Certified
Payment
Date
Type
Number
Value
Amount
11/22/2017
CERTIFICATIONS
8,250.00 -
11/29/2017
18,250.00
SUPPLEMENT
08631
12/06/2017
20,000.00
12/13/2017
08632
1,750.00
12/20/2017
22,000.00
8633
2,000.00
TOTAL

17. Excelsior/ETA Application process
First-time applicants
FAFSA
TAP application
Excelsior/ETA application
Continuing recipients
TAP Application

18. Excelsior/ETA Scholarship – Renewals

19. Loss of Eligibility
Failure to complete 30 credits within 365-day evaluation period
Cannot regain eligibility
Income exceeds threshold
Can apply for payment in future years
NYS Residency
Student remains ineligible if no longer NY resident

20. Excelsior/ETA Post Award Requirements
Recipients must agree to live and work, if employed, in NYS for same period of time they received award
Provision for out of state continued education
Military

21. 2018-19 Open Application Period
Excelsior application: March 26 - July 23
ETA application: April 2 - July 31
Part-time Scholarship: March 29 - July 27
Master’s in Education: June 1 – July 17
STEM: October 1 - August 15th

22. New York State Part-time Scholarship (PTS)
Part-time students attending SUNY or CUNY community college
Up to $1,500 per semester for up to 2 academic years
Tuition awards to students continuously enrolled
Enrolled in at least six but less than 12 credits per semester
Students with disabilities need only enroll in at least 3 credits

23. PTS Scholarship- Recipient Selection
Lottery process
Recipient selected using EFC and prior GPA must be 2.0 or higher for returning students
Lower EFC places applicant higher on list
Once applicant order determined, selection made proportionate to total number of applications received

24. PTS Scholarship- Certification
Recipients placed on separate roster (500 series)
Non-prepay
Certification submitted at end of term
Payments made after certification
College accounting reports will be available

25. PTS Scholarship
Applicants must file FAFSA and TAP application to receive payment
First-time applicants file PTS application
Students who fall below 2.0 not be paid for term
If cumulative GPA is met in future terms, student is eligible to receive award

26. NYS STEM Incentive
Provides tuition scholarships for undergraduate students at SUNY, CUNY, private colleges in NYS
Up to annual tuition charged to NYS residents at SUNY
Must pursue degree in Science, Technology, Engineering or Mathematics
Merit-based, no income restrictions
Students ranked in top 10% of senior class

27. STEM Changes 2018 Recipients with more than one STEM- approved major
Students attending private colleges now eligible
Updated enrollment requirements for final year of study

28. STEM Changes 2018: Multiple Majors
Students enrolled in more than one STEM approved major must complete a total of 12 credits in their programs of study

29. STEM Changes 2018: Private Colleges
First-time students only may apply
Limited funding
Lottery process

30. STEM Changes 2018: Final Year of Study
Effective December 27, 2017, students meet full-time requirement if:
Enrolled in 12 credits with at least six credits in the program of study in the term before the final term
Enrolled in 12 credits with at least one course in the program of study in the final term

31. NYS Child Welfare Worker Incentive Scholarship Program
The NYS Child Welfare Worker Incentive Scholarship Program grants awards for child welfare workers employed at voluntary not-for-profit child welfare agencies licensed by the NYS Office of Children and Family Services (OCFS).
Recipients must agree to live in NYS and work at a voluntary not-for-profit child welfare agency licensed by OCFS for 5 years after graduation, and can use the award to get an associate’s, bachelor’s or graduate degree for not more than 2 years, 4 years, and 2 years, respectively

32. NYS Loan Forgiveness Programs
NYS Teacher Loan Forgiveness
Get on Your Feet Loan Forgiveness
NYS Child Welfare Loan Forgiveness
NYS Young Farmers Loan Forgiveness

33. NYS Teacher Loan Forgiveness Program
2018 NYS budget establishes new loan forgiveness program
$1 million over four years to provide $5,000 annual awards to teachers serving in high need school districts in subject areas for which a shortage of teachers exists

34. Get on Your Feet Loan Forgiveness (GOYF)
Earned undergraduate degree from NYS College after December 2014
Recipient must be enrolled in federal Income Based Repayment plan
Income less than $50,000
Recipient receives maximum of 24 payments equal to monthly repayment plan payment

35. NYS Child Welfare Worker Loan Forgiveness Incentive Program
Recipients must agree to work full-time at a not-for-profit child welfare agency in NYS licensed by OCFS for five years
Must apply within two years of college graduation
Awards up to $10,000 per year for up to 5 years of service or total student loan debt, whichever is less
Forgiveness for undergraduate and graduate loans

36. NYS Young Farmers Loan Forgiveness
Up to $50,000 or applicants actual student loan debt whichever is less
Annual award up to $10,000
Agree to operate a farm in NYS on a full time basis for at least 5 years
Application available October 1, 2018

37. Thank You
HESC Contact Lisa Simpson Director of College Services