PRINTER'S NO. 1092
No. 984 Session of 1999
INTRODUCED BY BARLEY, MARCH 22, 1999
REFERRED TO COMMITTEE ON APPROPRIATIONS, MARCH 22, 1999
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, 1999, to June 30, 2000,
26 for the purposes and in the amounts as shown:
1 (1) For education and general expenses........ $151,609,000
2 (2) For instruction - Doctor of Medicine only. 8,965,000
3 (3) For operation of dental clinics in the
4 school of dentistry............................... 1,112,000
5 (4) To enhance the recruitment and retention
6 of disadvantaged students......................... 346,000
7 (5) For maxillofacial prosthodontics.......... 135,000
8 (6) For Podiatric Medicine.................... 1,307,000
9 Section 2. Payments to Temple University on account of the
10 appropriations for all items as provided in section 1 shall be
11 made on the basis of costs during the fiscal year.
12 Section 3. If necessary, Temple University may transfer
13 funds among the appropriations listed in section 1(1) and (2),
14 provided, that the aggregate amount transferred into or out of
15 each appropriation during the fiscal year shall not exceed 5% of
16 the amount specifically appropriated for that purpose.
17 Section 4. (a) Payment to Temple University of the
18 appropriations provided in section 1 shall be made monthly
19 during the fiscal year.
20 (b) Such monthly payments shall be made in accordance with
21 the provisions of section 2 on the basis of estimated costs. The
22 estimate of costs shall be submitted by Temple University to the
23 Secretary of Education, the General Assembly and the State
24 Treasurer not later than 30 days prior to the date on which such
25 payment is to be made.
26 Section 5. (a) Temple University shall apply the moneys
27 appropriated by this act only for such purposes as are permitted
28 in this act and shall at all times maintain proper records
29 showing the application of such moneys. Not later than 120 days
30 after the close of the fiscal year to which this act relates,
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1 Temple University shall file, with the Secretary of Education,
2 the General Assembly and the Auditor General of the
3 Commonwealth, a statement setting forth the amounts and purposes
4 of all expenditures made from moneys appropriated by this act
5 and other university accounts during said fiscal year, as
6 provided in section 2, used as a basis for receipt of any
7 appropriation during said fiscal year.
8 (b) Such statement of expenditures and costs shall be
9 reviewed by the Auditor General of the Commonwealth, and he
10 shall have the right, in respect to the moneys appropriated by
11 this act, to audit and disallow expenditures made for purposes
12 not permitted by this act and to cause such sums to be recovered
13 and paid by Temple University to the State Treasurer. In respect
14 to expenditures made by the university from moneys other than
15 those appropriated by this act, the Auditor General shall have
16 the right to review only, and he shall file annually with the
17 General Assembly such information concerning said expenditures
18 as the General Assembly or any of its committees may require.
19 Section 6. A report shall be submitted to the Governor and
20 the Appropriations and Education Committees of the Senate and
21 House of Representatives and shall include data for all programs
22 except the Doctor of Medicine program. The report, to be
23 submitted prior to September 1, 2000, shall cover the 12-month
24 period beginning with the summer term 1999 and shall include:
25 (1) The following counts and distributions for each term
26 during the period:
27 (i) The definitions and numbers of faculty members employed
28 full time, of faculty members employed part time, of full-time
29 students enrolled in graduate courses, of full-time students
30 enrolled in undergraduate courses, of part-time students
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1 enrolled in graduate courses and of part-time students enrolled
2 in undergraduate courses.
3 (ii) The total numbers of undergraduate student credit
4 hours, divided into lower division and upper division course
5 levels, and of graduate student credit hours divided into three
6 course levels--master's, first professional and doctoral.
7 (iii) The number of different courses scheduled by level of
8 instruction and the number of sections of individual instruction
9 scheduled by level of instruction, each further subdivided by
10 two-digit Classification of Instructional Program (CIP)
11 categories of instructional programs of higher education as
12 defined by the National Center for Education Statistics, United
13 States Department of Education.
14 (iv) The number of terms scheduled and the dates thereof.
15 (2) For the summer term and the following academic year in
16 total and for each two-digit CIP program category, a
17 classification of faculty members or other professional
18 employees by title, including: professor, associate professor,
19 assistant professor, instructor, lecturer, research associate,
20 librarian and academic administrator; faculty members or other
21 professional employees under each title to be subdivided by type
22 of assignment: teaching and nonteaching; and each such set of
23 faculty members or other professional employees to be further
24 subdivided by type of employment: full-time or part-time; and
25 the following aggregates for each such subdivided
26 classification:
27 (i) The number of faculty and other professional employees
28 and their full-time equivalence in instructional and
29 noninstructional functions.
30 (ii) The sum of credits assigned to undergraduate classroom
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1 courses and the sum of credits assigned to graduate classroom
2 courses taught, divided into lower division, upper division,
3 master's, first professional and doctoral course levels.
4 (iii) The sum of credits assigned to undergraduate
5 individual instruction courses and the sum of credits assigned
6 to graduate individual instruction courses taught, divided into
7 lower division, upper division, master's, first professional and
8 doctoral course levels.
9 (iv) The sum of undergraduate classroom student credit hours
10 and the sum of graduate classroom student credit hours
11 generated, divided into lower division, upper division,
12 master's, first professional and doctoral course levels.
13 (v) The sum of undergraduate individual instruction student
14 credit hours and the sum of graduate individual instruction
15 student credit hours generated, divided into lower division,
16 upper division, master's, first professional and doctoral course
17 levels.
18 (vi) The total salary paid for instructional functions and
19 for noninstructional functions and the amount of this salary
20 paid for each of these functions from university funds, Federal
21 funds and other funds.
22 (3) For each term of the period covered for each faculty
23 member employed full time identified by two-digit CIP program
24 category and title, the report shall contain an analysis of the
25 average hours per week spent in university-related activities,
26 stating specifically hours spent in undergraduate classroom
27 contact and graduate classroom contact, hours spent in
28 preparation, hours spent in research and hours spent in public
29 service.
30 Section 7. In addition to the requirements in section 6
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1 relative to this appropriation, each report covering the 12-
2 month period beginning with the summer term 1999 shall include
3 for all programs of the university:
4 (1) Minimum number of credits required for a baccalaureate
5 degree and for a master's degree.
6 (2) Number of bachelor's degrees, master's degrees, first
7 professional degrees and doctoral degrees awarded in 1995, 1996,
8 1997, 1998, 1999 and estimated 2000.
9 Section 8. (a) The following words and phrases when used in
10 this section shall have the meanings given to them in this
11 subsection unless the context clearly indicates otherwise:
12 "Academic and administrative support units." Any
13 organizational entity, as defined in the organizational manual
14 of the university, that reports directly to the president of the
15 university, chief academic officer or vice president, including
16 the office of the president, chief academic officer and vice
17 president.
18 "Expenditures." Disbursements of State appropriations,
19 tuition and fees supporting educational and general categories
20 as defined in the "Higher Education Finance Manual, Department
21 of Health, Education and Welfare (1975)" or disbursement,
22 supported by State appropriations, tuition or fees, to support a
23 defined project or program under subsection (b)(3).
24 "Revenue." All State appropriations and tuition and fees.
25 (b) Temple University shall disclose the following:
26 (1) Revenue and expenditure budgets of the university's
27 academic and administrative support units for the current fiscal
28 year.
29 (2) The actual revenue and expenditures for the prior year
30 in the same format as the information reported under paragraph
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1 (1).
2 (3) For any defined project or program which is the subject
3 of a specific line item appropriation from the General Fund, the
4 university shall disclose the following:
5 (i) Revenue and expenditure budgets of the defined program
6 or project for the current fiscal year.
7 (ii) The actual revenue and expenditures of the defined
8 program or project for the prior year in the same format as the
9 information reported under paragraph (1).
10 (4) The revenue and expenditures of any auxiliary enterprise
11 which is directly funded in whole or in part by tuition or a
12 State appropriation for the current fiscal year.
13 (c) The university shall provide the following additional
14 information for the prior fiscal year for each academic or
15 administrative support unit, for each defined project or program
16 and for any auxiliary enterprise:
17 (1) The number of employees by academic rank and by
18 classification the number of administrators, staff, clerical and
19 technical service employees.
20 (2) Median and mean salary by academic rank and by
21 classification the median and mean salaries of administrators,
22 staff, clerical and technical service employees.
23 (3) Nonsalary compensation as a percentage of salary.
24 Nonsalary compensation shall include, but not be limited to,
25 medical benefits, life insurance benefits, pension benefits,
26 leave benefits, employer Social Security payments and workers'
27 compensation benefits.
28 (4) A statement of the university's retirement policies.
29 (5) A policy statement relating to a reduction of tuition
30 for employees' family members.
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1 (6) A list of purchase of service contracts which exceed
2 $1,000 by category of service, including, but not limited to,
3 legal, instructional, management, accounting, architecture,
4 public relations and maintenance. The list shall contain the
5 name and address of the contractor, a statement of the nature of
6 the duties of the contractor and the academic and administrative
7 support unit for which the duties are performed. If a purchase
8 of service contract exceeds 10% of the total aggregate
9 expenditure of the contract category per academic or
10 administrative support unit, then the contracted amount shall
11 also be listed.
12 (7) A list of purchase of goods contracts which exceed
13 $1,000. The list shall contain the name and address of the
14 contractor and a list of the goods purchased and the academic or
15 administrative support unit for which such goods were
16 contracted. If a purchase of goods contract exceeds 10% of the
17 total aggregate expenditure per academic or administrative
18 support unit, then the contracted amount shall also be listed.
19 (8) A list by academic or administrative support unit in the
20 aggregate, of the expenses of travel, subsistence and lodging,
21 whether provided or reimbursed.
22 (d) The university shall submit a report of the information
23 under subsections (b) and (c) to the Education Committee of the
24 Senate and the Appropriations Committee of the Senate and the
25 Education Committee of the House of Representatives and the
26 Appropriations Committee of the House of Representatives. In
27 addition, the university shall submit a copy of the report to
28 each of the following:
29 (1) Governor's Office.
30 (2) Secretary of Education.
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1 (3) State Treasurer.
2 (4) Auditor General.
3 (5) Joint State Government Commission.
4 Each such institution shall maintain a copy of the report in the
5 institution's library and shall submit a copy to each of the
6 four State regional library resource centers.
7 (e) A university's report required to be submitted under
8 this section shall be submitted within 180 days of the close of
9 the university's current fiscal year.
10 (f) The Joint State Government Commission shall develop a
11 statistical comparison analysis recognizing differences in
12 missions from the reports made under this section. A majority of
13 the members of the commission may request additional
14 documentation, except for salary or identity of individuals,
15 necessary to complete the comparative analysis. The comparison
16 shall be provided to the Education Committee of the Senate and
17 the Appropriations Committee of the Senate and the Education
18 Committee of the House of Representatives and the Appropriations
19 Committee of the House of Representatives and the four State
20 regional libraries.
21 (g) The university shall make a copy of the minutes of each
22 public meeting of the institution's board of trustees, as well
23 as a copy of the institution's integrated postsecondary
24 education data systems report, available for public inspection
25 in the institution's library.
26 Section 9. Temple University shall provide full, complete
27 and accurate information as may be required by the Department of
28 Education or the majority chairman or the minority chairman of
29 the Appropriations Committee of the Senate or the majority
30 chairman or the minority chairman of the Appropriations
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1 Committee of the House of Representatives.
2 Section 10. Temple University shall report its revenues and
3 expenditures and present its financial statements required under
4 the provisions of this act in accordance with generally accepted
5 accounting principles and procedures for educational
6 institutions as set forth in the "Higher Education Finance
7 Manual, United States Department of Health, Education and
8 Welfare (1975)" and the "Commonwealth of Pennsylvania Budget
9 Instructions for the State System of Higher Education, State-
10 Related Universities and Non-State-Related Colleges and
11 Universities."
12 Section 11. This act shall take effect July 1, 1999, or
13 immediately, whichever is later.
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