PRINTER'S NO. 1477

THE GENERAL ASSEMBLY OF PENNSYLVANIA


HOUSE BILL

No. 1254 Session of 1977


        INTRODUCED BY PIEVSKY, JUNE 6, 1977

        REFERRED TO COMMITTEE ON APPROPRIATIONS, JUNE 6, 1977

                                  A SUPPLEMENT

     1  To the act of July 7, 1972 (P.L.743, No.176), entitled "An act
     2     providing for the establishment and operation of Lincoln
     3     University as an instrumentality of the Commonwealth to serve
     4     as a State-related institution 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; authorizing appropriations in amounts to be fixed
    10     annually by the General Assembly; providing for the auditing
    11     of accounts of expenditures from said appropriations;
    12     providing for public support and capital improvements;
    13     authorizing the issuance of bonds exempt from taxation within
    14     the Commonwealth; requiring the President to make an annual
    15     report of the operations of Lincoln University," making
    16     appropriations for carrying the same into effect, providing
    17     for a basis for payments of such appropriation, and providing
    18     a method of accounting for the funds appropriated.

    19     The General Assembly of the Commonwealth of Pennsylvania
    20  hereby enacts as follows:
    21     Section 1.  The following sums, or as much thereof as may be
    22  necessary, is hereby specifically appropriated to the Trustees
    23  of the College of Lincoln University, Chester County, for the
    24  fiscal period July 1, 1977 to June 30, 1978, for the purposes
    25  and in the amounts as shown:
    26     (1)  For educational and general expenses........  $3,428,000


     1     (2)  For cost of student aid........................  150,000
     2     Section 2.  Payments to Lincoln University on account of the
     3  appropriations for the items provided in section 1 shall be made
     4  on the basis of costs during the fiscal period.
     5     Section 3.  Payments to Lincoln University of the
     6  appropriation herein provided shall be made monthly during the
     7  fiscal period.
     8     Such monthly payments shall be made in accordance with the
     9  provisions of section 2, on the basis of estimated costs. The
    10  estimate of costs shall be submitted by Lincoln University to
    11  the Secretary of Education, the General Assembly and to the
    12  State Treasurer not later than 30 days prior to the date on
    13  which such payment is to be made.
    14     Section 4.  Lincoln University shall apply the moneys
    15  appropriated by this act only for such purposes as are permitted
    16  in this act and shall at all times maintain proper records
    17  showing the application of such moneys. Not later than 120 days
    18  after the close of the fiscal period to which this act relates,
    19  Lincoln University shall file with the Secretary of Education,
    20  the General Assembly and with the Auditor General of the
    21  Commonwealth a statement setting forth the amounts and purposes
    22  of all expenditures made from moneys appropriated by this act
    23  and costs, as provided in section 2, used as a basis for receipt
    24  of any appropriation during said fiscal period. Such statement
    25  of expenditures and costs shall be reviewed by the Auditor
    26  General of the Commonwealth, and he shall have the right, in
    27  respect to the moneys appropriated by this act, to audit and
    28  disallow expenditures made for purposes not permitted by this
    29  act. The Auditor General shall also make a determination of
    30  costs and make certification as to their correctness. In respect
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     1  to expenditures made by the university from moneys other than
     2  those appropriated by this act, the Auditor General shall have
     3  the right to review only and he shall file annually with the
     4  General Assembly such information concerning said expenditures
     5  as the General Assembly or any of its committees may require.
     6     Section 5.  A report shall be submitted to the Secretary of
     7  Education, the Governor, and the Appropriations and Education
     8  Committees of the Senate and House of Representatives and shall
     9  include data for all programs of the university except the
    10  Doctor of Medicine program. The report, to be submitted prior to
    11  October 1, 1977, shall cover the twelve-month period beginning
    12  July 1, 1976 and ending June 30, 1977.  The report shall
    13  include:
    14     (1)  For each term during the period, the following counts
    15  and distributions:
    16     (i)  The definitions and numbers of full-time faculty
    17  members, of part-time faculty members, of full-time graduate
    18  students, of part-time graduate students, of full-time
    19  undergraduate students, and of part-time undergraduate students.
    20     (ii)  A distribution of part-time faculty members by the
    21  percentage of full-time employment.
    22     (iii)  Definitions of course levels of instruction and the
    23  number of different courses scheduled by course level,
    24  distributed by the number of sections scheduled in each course
    25  and the sections distributed by the number of students enrolled
    26  in each section.
    27     (iv)  Number of terms scheduled and the dates thereof.
    28     (2)  For the twelve-month period, the following, distributed
    29  by student level:  lower division undergraduate, upper division
    30  undergraduate, graduate, and first professional (excluding
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     1  Doctor of Medicine) within HEGIS discipline division (as defined
     2  by "A Taxonomy of Instructional Programs in Higher Education,"
     3  U. S. Department of Health, Education, and Welfare, Office of
     4  Education, 1970):
     5     (i)  The number of equivalent full-time students (EFTS)
     6  taught.
     7     (A)  EFTS taught by HEGIS discipline will be determined from
     8  production student credit hours (student credit hours produced
     9  by an academic department, regardless of the student majors
    10  taking the courses).
    11     (B)  EFTS taught by student level within HEGIS discipline
    12  divisions will be determined by the level of the students taking
    13  the courses, regardless of the course level of instruction of
    14  the courses being taken.
    15     (ii)  Teaching salaries per equivalent full-time student.
    16     (A)  Teaching salaries will be distributed by student level
    17  based on course credits taught, with equal weight given to all
    18  course levels of instruction.
    19     (B)  In distributing teaching salaries, each thirty student
    20  credit hours of thesis or dissertation work equals one three-
    21  credit section.
    22     (C)  In distributing teaching salaries, all students engaged
    23  in independent study who are assigned to one faculty member will
    24  be considered one three-credit section.
    25     (D)  Teaching salaries will be distributed by student level
    26  only for those individuals budgeted for instruction as reflected
    27  in Part III, "Instruction and Departmental Research,"
    28  Commonwealth of Pennsylvania Budget Instructions for State-
    29  Related Universities, Phase I, Fiscal Year 1978-1979.
    30     (iii)  Total costs per equivalent full-time student.
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     1     (A)  Direct costs other than teaching salaries will be
     2  allocated by student level within HEGIS discipline division
     3  based on institutional records.
     4     (B)  Indirect costs of instruction will be prorated to each
     5  student level within HEGIS discipline division as a percentage
     6  of direct costs. An exception will be major organized activities
     7  (e.g., university farm operations, dental clinics). These
     8  activities will be allocated directly to the related HEGIS
     9  discipline group.
    10     (iv)  Costs to the Commonwealth per equivalent full-time
    11  student.
    12     (A)  Total costs will be offset by income for instruction to
    13  determine costs to the Commonwealth.
    14     (B)  Income for instruction derived from student tuition will
    15  be allocated by HEGIS discipline and by student level based on
    16  the number of equivalent full-time students and the specific
    17  tuition rates for that level.
    18     (C)  Income for instruction derived from other sources and
    19  related to a specific HEGIS discipline group will be allocated
    20  directly to that group.
    21     (D)  Income for instruction derived from other sources and
    22  not related to a specific HEGIS discipline group will be
    23  allocated as a percentage of student tuition income.
    24     (v)  Totals by student level for all HEGIS discipline
    25  divisions combined for:
    26     (A)  The number of equivalent full-time students taught.
    27     (B)  Teaching salaries per equivalent full-time student.
    28     (C)  Total costs per equivalent full-time student.
    29     (D)  Costs to the Commonwealth per equivalent full-time
    30  student.
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     1  These totals must agree with the corresponding totals in Part
     2  III, "instruction and departmental research," Commonwealth of
     3  Pennsylvania Budget Instructions for State-Related Universities,
     4  Phase I, Fiscal Year 1978-1979.
     5     (vi)  All program data will be compiled from institutional
     6  records.  Program data are required for each HEGIS discipline in
     7  which the institution offers instructional programs.  Unless
     8  otherwise specifically stated, the conventions and procedures
     9  will be the same as those specified in the Commonwealth of
    10  Pennsylvania Budget Instructions for State-Related Universities,
    11  Phase I, Fiscal Year 1978-1979.
    12     Section 6.  In addition to the requirements of section 5, the
    13  report covering the twelve-month period beginning July 1, 1976
    14  and ending June 30, 1977, shall include for all programs of the
    15  university, except the Doctor of Medicine program:
    16     (1)  Minimum number of credits required for a baccalaureate
    17  degree, and for a master's degree.
    18     (2)  Number of associate degrees, baccalaureate degrees,
    19  master's degrees, first-professional degrees, and doctoral
    20  degrees awarded by HEGIS discipline divisions, for 1975-1976,
    21  1976-1977 and projected for 1977-1978.
    22     (3)  A listing of the academic departments and instructional
    23  subject matter in each of the HEGIS discipline divisions
    24  included in the report specified in section 5.
    25     Section 7.  The university shall provide such information and
    26  in such form and manner as the Department of Education may
    27  prescribe.
    28     Section 8.  The university shall report its revenues and
    29  expenditures and present its financial statements required under
    30  the provisions of this act in accordance with generally accepted
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     1  accounting principles and procedures for educational
     2  institutions as set forth in "Higher Education Finance Manual"
     3  United States Department of Health, Education and Welfare (1975)
     4  with the exceptions set forth in the Commonwealth of
     5  Pennsylvania Budget Instructions for State-Related Universities,
     6  Phase I, Fiscal Year 1977-1978. Credits granted for non-
     7  traditional programs such as CLEP, lifelong learning etc.,
     8  including all related costs and revenues thereof shall be
     9  excluded from the function of "Instruction" and included under
    10  "Public Service."
    11     Section 9.  This act shall take effect July 1, 1977.













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