SENATE AMENDED
PRIOR PRINTER'S NOS. 992, 1296 PRINTER'S NO. 1721
No. 890 Session of 1997
INTRODUCED BY BARLEY, MARCH 12, 1997
SENATOR TILGHMAN, APPROPRIATIONS, IN SENATE, RE-REPORTED AS
AMENDED, MAY 5, 1997
A SUPPLEMENT
1 To the act of November 30, 1965 (P.L.843, No.355), entitled "An
2 act providing for the establishment and operation of Temple
3 University as an instrumentality of the Commonwealth to serve
4 as a State-related university in the higher education system
5 of the Commonwealth; providing for change of name; providing
6 for the composition of the board of trustees; terms of
7 trustees, and the power and duties of such trustees;
8 providing for preference to Pennsylvania residents in
9 tuition; providing for public support and capital
10 improvements; authorizing appropriations in amounts to be
11 fixed annually by the General Assembly; providing for the
12 auditing of accounts of expenditures from said
13 appropriations; authorizing the issuance of bonds exempt from
14 taxation within the Commonwealth; requiring the President to
15 make an annual report of the operations of Temple
16 University," making appropriations for carrying the same into
17 effect; providing for a basis for payments of such
18 appropriations; and providing a method of accounting for the
19 funds appropriated and for certain fiscal information
20 disclosure.
21 The General Assembly of the Commonwealth of Pennsylvania
22 hereby enacts as follows:
23 Section 1. The following sums, or as much thereof as may be
24 necessary, are hereby appropriated to the Trustees of Temple
25 University for the fiscal year July 1, 1997, to June 30, 1998,
1 for the purposes and in the amounts as shown:
2 (1) FOR EDUCATION AND GENERAL EXPENSES. NO <--
3 FUNDS MAY BE ALLOCATED FROM THIS APPROPRIATION
4 UNLESS ANY TUITION INCREASE FOR THE 1997-1998
5 SCHOOL YEAR REMAINS UNDER 4.5% FOR PENNSYLVANIA
6 RESIDENT STUDENTS................................. $141,767,000
7 (1) FOR EDUCATION AND GENERAL EXPENSES........ $141,767,000 <--
8 (2) For instruction - Doctor of Medicine only. 8,471,000
9 (3) For operation of dental clinics in the
10 school of dentistry............................... 1,051,000
11 (4) To enhance the recruitment and retention
12 of disadvantaged students......................... 327,000
13 (5) For maxillofacial prosthodontics.......... 128,000
14 (6) FOR SPECIAL PROJECTS...................... 1,488,000 <--
15 Section 2. Payments to Temple University on account of the
16 appropriations for all items as provided in section 1 shall be
17 made on the basis of costs during the fiscal year.
18 Section 3. If necessary, Temple University may transfer
19 funds among the appropriations listed in section 1(1) and (2),
20 provided, that the aggregate amount transferred into or out of
21 each appropriation during the fiscal year shall not exceed 5% of
22 the amount specifically appropriated for that purpose.
23 Section 4. (a) Payment to Temple University of the
24 appropriations provided in section 1 shall be made monthly
25 during the fiscal year.
26 (b) Such monthly payments shall be made in accordance with
27 the provisions of section 2 on the basis of estimated costs. The
28 estimate of costs shall be submitted by Temple University to the
29 Secretary of Education, the General Assembly and the State
30 Treasurer not later than 30 days prior to the date on which such
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1 payment is to be made.
2 Section 5. (a) Temple University shall apply the moneys
3 appropriated by this act only for such purposes as are permitted
4 in this act and shall at all times maintain proper records
5 showing the application of such moneys. Not later than 120 days
6 after the close of the fiscal year to which this act relates,
7 Temple University shall file, with the Secretary of Education,
8 the General Assembly and the Auditor General of the
9 Commonwealth, a statement setting forth the amounts and purposes
10 of all expenditures made from moneys appropriated by this act
11 and other university accounts during said fiscal year, as
12 provided in section 2, used as a basis for receipt of any
13 appropriation during said fiscal year.
14 (b) Such statement of expenditures and costs shall be
15 reviewed by the Auditor General of the Commonwealth, and he
16 shall have the right, in respect to the moneys appropriated by
17 this act, to audit and disallow expenditures made for purposes
18 not permitted by this act and to cause such sums to be recovered
19 and paid by Temple University to the State Treasurer. In respect
20 to expenditures made by the university from moneys other than
21 those appropriated by this act, the Auditor General shall have
22 the right to review only, and he shall file annually with the
23 General Assembly such information concerning said expenditures
24 as the General Assembly or any of its committees may require.
25 Section 6. A report shall be submitted to the Governor and
26 the Appropriations and Education Committees of the Senate and
27 House of Representatives and shall include data for all programs
28 except the Doctor of Medicine program. The report, to be
29 submitted prior to September 1, 1998, shall cover the 12-month
30 period beginning with the summer term 1997 and shall include:
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1 (1) The following counts and distributions for each term
2 during the period:
3 (i) The definitions and numbers of faculty members employed
4 full time, of faculty members employed part time, of full-time
5 students enrolled in graduate courses, of full-time students
6 enrolled in undergraduate courses, of part-time students
7 enrolled in graduate courses and of part-time students enrolled
8 in undergraduate courses.
9 (ii) The total numbers of undergraduate student credit
10 hours, divided into lower division and upper division course
11 levels, and of graduate student credit hours divided into three
12 course levels--master's, first professional and doctoral.
13 (iii) The number of different courses scheduled by level of
14 instruction and the number of sections of individual instruction
15 scheduled by level of instruction, each further subdivided by
16 two-digit Classification of Instructional Program (CIP)
17 categories of instructional programs of higher education as
18 defined by the National Center for Education Statistics, United
19 States Department of Education.
20 (iv) The number of terms scheduled and the dates thereof.
21 (2) For the summer term and the following academic year in
22 total and for each two-digit CIP program category, a
23 classification of faculty members or other professional
24 employees by title, including: professor, associate professor,
25 assistant professor, instructor, lecturer, research associate,
26 librarian and academic administrator; faculty members or other
27 professional employees under each title to be subdivided by type
28 of assignment: teaching and nonteaching; and each such set of
29 faculty members or other professional employees to be further
30 subdivided by type of employment: full-time or part-time; and
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1 the following aggregates for each such subdivided
2 classification:
3 (i) The number of faculty and other professional employees
4 and their full-time equivalence in instructional and
5 noninstructional functions.
6 (ii) The sum of credits assigned to undergraduate classroom
7 courses and the sum of credits assigned to graduate classroom
8 courses taught, divided into lower division, upper division,
9 master's, first professional and doctoral course levels.
10 (iii) The sum of credits assigned to undergraduate
11 individual instruction courses and the sum of credits assigned
12 to graduate individual instruction courses taught, divided into
13 lower division, upper division, master's, first professional and
14 doctoral course levels.
15 (iv) The sum of undergraduate classroom student credit hours
16 and the sum of graduate classroom student credit hours
17 generated, divided into lower division, upper division,
18 master's, first professional and doctoral course levels.
19 (v) The sum of undergraduate individual instruction student
20 credit hours and the sum of graduate individual instruction
21 student credit hours generated, divided into lower division,
22 upper division, master's, first professional and doctoral course
23 levels.
24 (vi) The total salary paid for instructional functions and
25 for noninstructional functions and the amount of this salary
26 paid for each of these functions from university funds, Federal
27 funds and other funds.
28 (3) For each term of the period covered for each faculty
29 member employed full time identified by two-digit CIP program
30 category and title, the report shall contain an analysis of the
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1 average hours per week spent in university-related activities,
2 stating specifically hours spent in undergraduate classroom
3 contact and graduate classroom contact, hours spent in
4 preparation, hours spent in research and hours spent in public
5 service.
6 Section 7. In addition to the requirements in section 6
7 relative to this appropriation, each report covering the 12-
8 month period beginning with the summer term 1997 shall include
9 for all programs of the university:
10 (1) Minimum number of credits required for a baccalaureate
11 degree and for a master's degree.
12 (2) Number of bachelor's degrees, master's degrees, first
13 professional degrees and doctoral degrees awarded in 1993, 1994,
14 1995, 1996, 1997 and estimated 1998.
15 Section 8. (a) The following words and phrases when used in
16 this section shall have the meanings given to them in this
17 subsection unless the context clearly indicates otherwise:
18 "Academic and administrative support units." Any
19 organizational entity, as defined in the organizational manual
20 of the university, that reports directly to the president of the
21 university, chief academic officer or vice president, including
22 the office of the president, chief academic officer and vice
23 president.
24 "Expenditures." Disbursements of State appropriations,
25 tuition and fees supporting educational and general categories
26 as defined in the Higher Education Finance Manual, Department of
27 Health, Education and Welfare, 1975, or disbursement, supported
28 by State appropriations, tuition or fees, to support a defined
29 project or program under subsection (b)(3).
30 "Revenue." All State appropriations and tuition and fees.
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1 (b) Temple University shall disclose the following:
2 (1) Revenue and expenditure budgets of the university's
3 academic and administrative support units for the current fiscal
4 year.
5 (2) The actual revenue and expenditures for the prior year
6 in the same format as the information reported under paragraph
7 (1).
8 (3) For any defined project or program which is the subject
9 of a specific line item appropriation from the General Fund, the
10 university shall disclose the following:
11 (i) Revenue and expenditure budgets of the defined program
12 or project for the current fiscal year.
13 (ii) The actual revenue and expenditures of the defined
14 program or project for the prior year in the same format as the
15 information reported under paragraph (1).
16 (4) The revenue and expenditures of any auxiliary enterprise
17 which is directly funded in whole or in part by tuition or a
18 State appropriation for the current fiscal year.
19 (c) The university shall provide the following additional
20 information for the prior fiscal year for each academic or
21 administrative support unit, for each defined project or program
22 and for any auxiliary enterprise:
23 (1) The number of employees by academic rank and by
24 classification the number of administrators, staff, clerical and
25 technical service employees.
26 (2) Median and mean salary by academic rank and by
27 classification the median and mean salaries of administrators,
28 staff, clerical and technical service employees.
29 (3) Nonsalary compensation as a percentage of salary.
30 Nonsalary compensation shall include, but not be limited to,
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1 medical benefits, life insurance benefits, pension benefits,
2 leave benefits, employer Social Security payments and workers'
3 compensation benefits.
4 (4) A statement of the university's retirement policies.
5 (5) A policy statement relating to a reduction of tuition
6 for employees' family members.
7 (6) A list of purchase of service contracts which exceed
8 $1,000 by category of service, including, but not limited to,
9 legal, instructional, management, accounting, architecture,
10 public relations and maintenance. The list shall contain the
11 name and address of the contractor, a statement of the nature of
12 the duties of the contractor and the academic and administrative
13 support unit for which the duties are performed. If a purchase
14 of service contract exceeds 10% of the total aggregate
15 expenditure of the contract category per academic or
16 administrative support unit, then the contracted amount shall
17 also be listed.
18 (7) A list of purchase of goods contracts which exceed
19 $1,000. The list shall contain the name and address of the
20 contractor and a list of the goods purchased and the academic or
21 administrative support unit for which such goods were
22 contracted. If a purchase of goods contract exceeds 10% of the
23 total aggregate expenditure per academic or administrative
24 support unit, then the contracted amount shall also be listed.
25 (8) A list by academic or administrative support unit in the
26 aggregate, of the expenses of travel, subsistence and lodging,
27 whether provided or reimbursed.
28 (d) The university shall submit a report of the information
29 under subsections (b) and (c) to the Education Committee of the
30 Senate and the Appropriations Committee of the Senate and the
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1 Education Committee of the House of Representatives and the
2 Appropriations Committee of the House of Representatives. In
3 addition, the university shall submit a copy of the report to
4 each of the following:
5 (1) Governor's Office.
6 (2) Secretary of Education.
7 (3) State Treasurer.
8 (4) Auditor General.
9 (5) Joint State Government Commission.
10 Each such institution shall maintain a copy of the report in the
11 institution's library and shall submit a copy to each of the
12 four State regional library resource centers.
13 (e) A university's report required to be submitted under
14 this section shall be submitted within 180 days of the close of
15 the university's current fiscal year.
16 (f) The Joint State Government Commission shall develop a
17 statistical comparison analysis recognizing differences in
18 missions from the reports made under this section. A majority of
19 the members of the commission may request additional
20 documentation, except for salary or identity of individuals,
21 necessary to complete the comparative analysis. The comparison
22 shall be provided to the Education Committee of the Senate and
23 the Appropriations Committee of the Senate and the Education
24 Committee of the House of Representatives and the Appropriations
25 Committee of the House of Representatives and the four State
26 regional libraries.
27 (g) The university shall make a copy of the minutes of each
28 public meeting of the institution's board of trustees, as well
29 as a copy of the institution's integrated postsecondary
30 education data systems report, available for public inspection
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1 in the institution's library.
2 Section 9. Temple University shall provide full, complete
3 and accurate information as may be required by the Department of
4 Education or the majority chairman or the minority chairman of
5 the Appropriations Committee of the Senate or the majority
6 chairman or the minority chairman of the Appropriations
7 Committee of the House of Representatives.
8 Section 10. Temple University shall report its revenues and
9 expenditures and present its financial statements required under
10 the provisions of this act in accordance with generally accepted
11 accounting principles and procedures for educational
12 institutions as set forth in the "Higher Education Finance
13 Manual, United States Department of Health, Education and
14 Welfare (1975)" and the "Commonwealth of Pennsylvania Budget
15 Instructions for the State System of Higher Education, State-
16 Related Universities and Non-State-Related Colleges and
17 Universities."
18 Section 11. This act shall take effect July 1, 1997, or
19 immediately, whichever is later.
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