PRIOR PRINTER'S NO. 1478                     PRINTER'S NO. 1508

THE GENERAL ASSEMBLY OF PENNSYLVANIA


HOUSE BILL

No. 1255 Session of 1977


        INTRODUCED BY MR. PIEVSKY, JUNE 6, 1977

        AS REPORTED FROM COMMITTEE ON APPROPRIATIONS, HOUSE OF
           REPRESENTATIVES, AS AMENDED, JUNE 7, 1977

                                  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     appropriation and providing a method of accounting for the
    19     funds appropriated.

    20     The General Assembly of the Commonwealth of Pennsylvania
    21  hereby enacts as follows:
    22     Section 1.  The following sums, or as much thereof as may be
    23  necessary, are hereby specifically appropriated to the Trustees
    24  of Temple University at Philadelphia for the fiscal year July 1,
    25  1977 to June 30, 1978, for the purposes and in the amounts as
    26  shown:


     1     (1)  For educational and general expenses.....    $58,680,000
     2     (2)  For cost of student aid..................      3,018,000
     3     (3)  For instruction - Doctor of Medicine
     4          only.....................................      5,412,000
     5     (4)  For operation of dental clinics in the
     6          school of dentistry......................        500,000
     7     (5)  TEMPLE UNIVERSITY HOSPITAL...............      2,500,000  <--
     8     Section 2.  Payments to Temple University on account of the
     9  appropriations for all items, as provided in section 1, except
    10  for instruction Doctor of Medicine, shall be made on the basis
    11  of costs during the fiscal year.
    12     Payments for instruction - Doctor of Medicine only shall be
    13  made on the basis of full-time students enrolled at the rate of
    14  $7,465 per student.
    15     Section 3.  If necessary, Temple University may transfer
    16  funds among the appropriations listed in section 1, clauses (1)
    17  and (2): Provided, That the aggregate amount transferred into or
    18  out of each appropriation during the fiscal year shall not
    19  exceed 5% of the amount specifically appropriated for that
    20  purpose.
    21     Section 4.  Payment to Temple University of the
    22  appropriations herein provided shall be made monthly during the
    23  fiscal year.
    24     Such monthly payments shall be made in accordance with the
    25  provisions of sections 2 and 3, on the basis of estimated costs
    26  and full-time students enrolled in the Doctor of Medicine
    27  program. The estimate of costs shall be submitted by Temple
    28  University to the Secretary of Education, the General Assembly
    29  and to the State Treasurer not later than 30 days prior to the
    30  date on which such payment is to be made.
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     1     Section 5.  Temple University shall apply the moneys
     2  appropriated by this act only for such purposes as are permitted
     3  in this act and shall at all times maintain proper records
     4  showing the application of such moneys. Not later than 120 days
     5  after the close of the fiscal year to which this act relates,
     6  Temple University shall file with the Secretary of Education,
     7  the General Assembly and with the Auditor General of the
     8  Commonwealth a statement setting forth the amounts and purposes
     9  of all expenditures made from moneys appropriated by this act
    10  and other university accounts during said fiscal year the number
    11  of full-time students enrolled in the Doctor of Medicine program
    12  and costs, as provided in section 2, used as a basis for receipt
    13  of any appropriation during said fiscal year. Such statement of
    14  expenditures, and number of full-time students enrolled in the
    15  Doctor of Medicine program and costs shall be reviewed by the
    16  Auditor General of the Commonwealth, and he shall have the
    17  right, in respect to the moneys appropriated by this act, to
    18  audit and disallow expenditures made for purposes not permitted
    19  by this act and to cause such sums to be recovered and paid by
    20  Temple University to the Treasurer of the Commonwealth. The
    21  Auditor General shall also make a determination of full-time
    22  students enrolled in the Doctor of Medicine program and costs
    23  and make certification as to their correctness. In respect to
    24  expenditures made by the university from moneys other than those
    25  appropriated by this act, the Auditor General shall have the
    26  right to review only and he shall file annually with the General
    27  Assembly such information concerning said expenditures as the
    28  General Assembly or any of its committees may require.
    29     Section 6.  A report shall be submitted to the Secretary of
    30  Education, the Governor, and the Appropriations and Education
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     1  Committees of the Senate and House of Representatives and shall
     2  include data for all programs of the university except the
     3  Doctor of Medicine program. The report, to be submitted prior to
     4  October 1, 1977, shall cover the twelve-month period beginning
     5  July 1, 1976 and ending June 30, 1977.  The report shall
     6  include:
     7     (1)  For each term during the period, the following counts
     8  and distributions:
     9     (i)  The definitions and numbers of full-time faculty
    10  members, of part-time faculty members, of full-time graduate
    11  students, of part-time graduate students, of full-time
    12  undergraduate students, and of part-time undergraduate students.
    13     (ii)  A distribution of part-time faculty members by the
    14  percentage of full-time employment.
    15     (iii)  Definitions of course levels of instruction and the
    16  number of different courses scheduled by course level,
    17  distributed by the number of sections scheduled in each course
    18  and the sections distributed by the number of students enrolled
    19  in each section.
    20     (iv)  Number of terms scheduled and the dates thereof.
    21     (2)  For the twelve-month period, the following, distributed
    22  by student level: lower division undergraduate, upper division
    23  undergraduate, graduate, and first professional (excluding
    24  Doctor of Medicine) within HEGIS discipline division (as defined
    25  by "A Taxonomy of Instructional Programs in Higher Education,"
    26  U. S. Department of Health, Education, and Welfare, Office of
    27  Education, 1970):
    28     (i)  The number of equivalent full-time students (EFTS)
    29  taught.
    30     (A)  EFTS taught by HEGIS discipline will be determined from
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     1  production student credit hours (student credit hours produced
     2  by an academic department, regardless of the student majors
     3  taking the courses).
     4     (B)  EFTS taught by student level within HEGIS discipline
     5  divisions will be determined by the level of the students taking
     6  the courses, regardless of the course level of instruction of
     7  the courses being taken.
     8     (ii)  Teaching salaries per equivalent full-time student.
     9     (A)  Teaching salaries will be distributed by student level
    10  based on course credits taught, with equal weight given to all
    11  course levels of instruction.
    12     (B)  In distributing teaching salaries, each thirty student
    13  credit hours of thesis or dissertation work equals one three-
    14  credit section.
    15     (C)  In distributing teaching salaries, all students engaged
    16  in independent study who are assigned to one faculty member will
    17  be considered one three-credit section.
    18     (D)  Teaching salaries will be distributed by student level
    19  only for those individuals budgeted for instruction as reflected
    20  in Part III, "Instruction and Departmental Research,"
    21  Commonwealth of Pennsylvania Budget Instructions for State-
    22  Related Universities, Phase I, Fiscal Year 1978-1979.
    23     (iii)  Total costs per equivalent full-time student.
    24     (A)  Direct costs other than teaching salaries will be
    25  allocated by student level within HEGIS discipline division
    26  based on institutional records.
    27     (B)  Indirect costs of instruction will be prorated to each
    28  student level within HEGIS discipline division as a percentage
    29  of direct costs. An exception will be major organized activities
    30  (e.g., university farm operations, dental clinics). These
    19770H1255B1508                  - 5 -

     1  activities will be allocated directly to the related HEGIS
     2  discipline group.
     3     (iv)  Costs to the Commonwealth per equivalent full-time
     4  student.
     5     (A)  Total costs will be offset by income for instruction to
     6  determine costs to the Commonwealth.
     7     (B)  Income for instruction derived from student tuition will
     8  be allocated by HEGIS discipline and by student level based on
     9  the number of equivalent full-time students and the specific
    10  tuition rates for that level.
    11     (C)  Income for instruction derived from other sources and
    12  related to a specific HEGIS discipline group will be allocated
    13  directly to that group.
    14     (D)  Income for instruction derived from other sources and
    15  not related to a specific HEGIS discipline group will be
    16  allocated as a percentage of student tuition income.
    17     (v)  Totals by student level for all HEGIS discipline
    18  divisions combined for:
    19     (A)  The number of equivalent full-time students taught.
    20     (B)  Teaching salaries per equivalent full-time student.
    21     (C)  Total costs per equivalent full-time student.
    22     (D)  Costs to the Commonwealth per equivalent full-time
    23  student.
    24  These totals must agree with the corresponding totals in Part
    25  III, "Instruction and Departmental Research," Commonwealth of
    26  Pennsylvania Budget Instructions for State-Related Universities,
    27  Phase I, Fiscal Year 1978-1979.
    28     (vi)  All program data will be compiled from institutional
    29  records.  Program data are required for each HEGIS discipline in
    30  which the institution offers instructional programs (excluding
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     1  Doctor of Medicine Program). Unless otherwise specifically
     2  stated, the conventions and procedures will be the same as those
     3  specified in the Commonwealth of Pennsylvania Budget
     4  Instructions for State-Related Universities, Phase I, Fiscal
     5  Year 1978-1979.
     6     Section 7.  In addition to the requirements of section 6, the
     7  report covering the twelve-month period beginning July 1, 1976
     8  and ending June 30, 1977, shall include for all programs of the
     9  university, except the Doctor of Medicine program:
    10     (1)  Minimum number of credits required for a baccalaureate
    11  degree, and for a master's degree.
    12     (2)  Number of associate degrees, baccalaureate degrees,
    13  master's degrees, first-professional degrees, and doctoral
    14  degrees awarded by HEGIS discipline divisions, for 1975-1976,
    15  1976-1977 and projected for 1977-1978.
    16     (3)  A listing of the academic departments and instructional
    17  subject matter in each of the HEGIS discipline divisions
    18  included in the report specified in section 6.
    19     Section 8.  The university shall provide such information and
    20  in such form and manner as the Department of Education may
    21  prescribe.
    22     Section 9.  The university shall report its revenues and
    23  expenditures and present its financial statements required under
    24  the provisions of this act in accordance with generally accepted
    25  accounting principles and procedures for educational
    26  institutions as set forth in "Higher Education Finance Manual"
    27  United States Department of Health, Education and Welfare (1975)
    28  with the exceptions set forth in the Commonwealth of
    29  Pennsylvania Budget Instructions for State Related Universities,
    30  Phase I, Fiscal Year 1977-1978. Credits granted for non-
    19770H1255B1508                  - 7 -

     1  traditional programs such as CLEP, lifelong learning etc.,
     2  including all related costs and revenues thereof shall be
     3  excluded from the function of "Instruction" and included under
     4  "Public Service."
     5     Section 10.  This act shall take effect July 1, 1977.

















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