PRIOR PRINTER'S NO. 1478 PRINTER'S NO. 1508
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. 19770H1255B1508 - 2 -
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 19770H1255B1508 - 3 -
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 19770H1255B1508 - 4 -
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 19770H1255B1508 - 6 -
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. F6L4RC/19770H1255B1508 - 8 -