PRIOR PRINTER'S NO. 3571 PRINTER'S NO. 3963
No. 2492 Session of 2002
INTRODUCED BY FLEAGLE, APRIL 8, 2002
AS RE-REPORTED FROM COMMITTEE ON APPROPRIATIONS, HOUSE OF
REPRESENTATIVES, AS AMENDED, JUNE 5, 2002
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, 2002, to June 30, 2003,
26 for the purposes and in the amounts as shown:
1 (1) For education and general expenses........ $151,033,000 <--
2 (2) For instruction - Doctor of Medicine only. 8,730,000
3 (1) FOR EDUCATION AND GENERAL EXPENSES........ $155,802,000 <--
4 (2) FOR INSTRUCTION - DOCTOR OF MEDICINE ONLY. 9,189,000
5 (3) For operation of dental clinics in the
6 school of dentistry............................... 1,083,000
7 (4) To enhance the recruitment and retention
8 of disadvantaged students......................... 337,000
9 (5) For maxillofacial prosthodontics.......... 131,000
10 (6) For Podiatric Medicine.................... 1,346,000
11 (7) For laboratories and equipment............ 2,375,000
12 (8) For the Richard J. Fox Bio-Medical Center. 475,000
13 (9) For program initiatives................... 5,652,000 <--
14 (9) FOR PROGRAM INITIATIVES................... 2,883,000 <--
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 (c) Payments to Temple University provided in section 1(9) <--
3 are contingent on the university making all articulation
4 agreements with other higher education institutions available on
5 the Internet.
6 Section 5. (a) Temple University shall apply the moneys
7 appropriated by this act only for such purposes as are permitted
8 in this act and shall at all times maintain proper records
9 showing the application of such moneys. Not later than 120 days
10 after the close of the fiscal year to which this act relates,
11 Temple University shall file, with the Secretary of Education,
12 the General Assembly and the Auditor General of the
13 Commonwealth, a statement setting forth the amounts and purposes
14 of all expenditures made from moneys appropriated by this act
15 and other university accounts during said fiscal year, as
16 provided in section 2, used as a basis for receipt of any
17 appropriation during said fiscal year.
18 (b) Such statement of expenditures and costs shall be
19 reviewed by the Auditor General of the Commonwealth, and he
20 shall have the right, in respect to the moneys appropriated by
21 this act, to audit and disallow expenditures made for purposes
22 not permitted by this act and to cause such sums to be recovered
23 and paid by Temple University to the State Treasurer. In respect
24 to expenditures made by the university from moneys other than
25 those appropriated by this act, the Auditor General shall have
26 the right to review only, and he shall file annually with the
27 General Assembly such information concerning said expenditures
28 as the General Assembly or any of its committees may require.
29 Section 6. A report shall be submitted to the Governor and
30 the Appropriations and Education Committees of the Senate and
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1 House of Representatives and shall include data for all programs
2 except the Doctor of Medicine program. The report, to be
3 submitted prior to September 1, 2003, shall cover the 12-month
4 period beginning with the summer term 2002 and shall include:
5 (1) The following counts and distributions for each term
6 during the period:
7 (i) The definitions and numbers of faculty members employed
8 full time, of faculty members employed part time, of full-time
9 students enrolled in graduate courses, of full-time students
10 enrolled in undergraduate courses, of part-time students
11 enrolled in graduate courses and of part-time students enrolled
12 in undergraduate courses.
13 (ii) The total numbers of undergraduate student credit
14 hours, divided into lower division and upper division course
15 levels, and of graduate student credit hours divided into three
16 course levels--master's, first professional and doctoral.
17 (iii) The number of different courses scheduled by level of
18 instruction and the number of sections of individual instruction
19 scheduled by level of instruction, each further subdivided by
20 two-digit Classification of Instructional Program (CIP)
21 categories of instructional programs of higher education as
22 defined by the National Center for Education Statistics, United
23 States Department of Education.
24 (iv) The number of terms scheduled and the dates thereof.
25 (2) For the summer term and the following academic year in
26 total and for each two-digit CIP program category, a
27 classification of faculty members or other professional
28 employees by title, including: professor, associate professor,
29 assistant professor, instructor, lecturer, research associate,
30 librarian and academic administrator; faculty members or other
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1 professional employees under each title to be subdivided by type
2 of assignment: teaching and nonteaching; and each such set of
3 faculty members or other professional employees to be further
4 subdivided by type of employment: full-time or part-time; and
5 the following aggregates for each such subdivided
6 classification:
7 (i) The number of faculty and other professional employees
8 and their full-time equivalence in instructional and
9 noninstructional functions.
10 (ii) The sum of credits assigned to undergraduate classroom
11 courses and the sum of credits assigned to graduate classroom
12 courses taught, divided into lower division, upper division,
13 master's, first professional and doctoral course levels.
14 (iii) The sum of credits assigned to undergraduate
15 individual instruction courses and the sum of credits assigned
16 to graduate individual instruction courses taught, divided into
17 lower division, upper division, master's, first professional and
18 doctoral course levels.
19 (iv) The sum of undergraduate classroom student credit hours
20 and the sum of graduate classroom student credit hours
21 generated, divided into lower division, upper division,
22 master's, first professional and doctoral course levels.
23 (v) The sum of undergraduate individual instruction student
24 credit hours and the sum of graduate individual instruction
25 student credit hours generated, divided into lower division,
26 upper division, master's, first professional and doctoral course
27 levels.
28 (vi) The total salary paid for instructional functions and
29 for noninstructional functions and the amount of this salary
30 paid for each of these functions from university funds, Federal
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1 funds and other funds.
2 (3) For each term of the period covered for each faculty
3 member employed full time identified by two-digit CIP program
4 category and title, the report shall contain an analysis of the
5 average hours per week spent in university-related activities,
6 stating specifically hours spent in undergraduate classroom
7 contact and graduate classroom contact, hours spent in
8 preparation, hours spent in research and hours spent in public
9 service.
10 Section 7. In addition to the requirements in section 6
11 relative to this appropriation, each report covering the 12-
12 month period beginning with the summer term 2002 shall include
13 for all programs of the university:
14 (1) Minimum number of credits required for a baccalaureate
15 degree and for a master's degree.
16 (2) Number of bachelor's degrees, master's degrees, first
17 professional degrees and doctoral degrees awarded in 1998, 1999,
18 2000, 2001, 2002 and estimated 2003.
19 Section 8. (a) The following words and phrases when used in
20 this section shall have the meanings given to them in this
21 subsection unless the context clearly indicates otherwise:
22 "Academic and administrative support units." Any
23 organizational entity, as defined in the organizational manual
24 of the university, that reports directly to the president of the
25 university, chief academic officer or vice president, including
26 the office of the president, chief academic officer and vice
27 president.
28 "Expenditures." Disbursements or payments of State
29 appropriations, tuition and fees supporting operational,
30 educational or other general categories of expenses as defined
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1 in: the generally accepted accounting principles as prescribed
2 by the National Association of College and University Business
3 Officers, the American Institute of Certified Public
4 Accountants, or by their successors, or by any other recognized
5 authoritative body; the "Commonwealth of Pennsylvania Budget
6 Instructions for the State System of Higher Education, State-
7 Related Universities and Non-State-Related Colleges and
8 Universities"; and the financial reporting policies and
9 standards promulgated by the Commonwealth of Pennsylvania and by
10 the Federal Government that apply to Temple University.
11 "Revenue." All State appropriations and tuition and fees.
12 (b) Temple University shall disclose the following:
13 (1) Revenue and expenditure budgets of the university's
14 academic and administrative support units for the current fiscal
15 year.
16 (2) The actual revenue and expenditures for the prior year
17 in the same format as the information reported under paragraph
18 (1).
19 (3) For any defined project or program which is the subject
20 of a specific line item appropriation from the General Fund, the
21 university shall disclose the following:
22 (i) Revenue and expenditure budgets of the defined program
23 or project for the current fiscal year.
24 (ii) The actual revenue and expenditures of the defined
25 program or project for the prior year in the same format as the
26 information reported under paragraph (1).
27 (4) The revenue and expenditures of any auxiliary enterprise
28 which is directly funded in whole or in part by tuition or a
29 State appropriation for the current fiscal year.
30 (c) The university shall provide the following additional
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1 information for the prior fiscal year for each academic or
2 administrative support unit, for each defined project or program
3 and for any auxiliary enterprise:
4 (1) The number of employees by academic rank and by
5 classification the number of administrators, staff, clerical and
6 technical service employees.
7 (2) Median and mean salary by academic rank and by
8 classification the median and mean salaries of administrators,
9 staff, clerical and technical service employees.
10 (3) Nonsalary compensation as a percentage of salary.
11 Nonsalary compensation shall include, but not be limited to,
12 medical benefits, life insurance benefits, pension benefits,
13 leave benefits, employer Social Security payments and workers'
14 compensation benefits.
15 (4) A statement of the university's retirement policies.
16 (5) A policy statement relating to a reduction of tuition
17 for employees' family members.
18 (6) A list of purchase of service contracts which exceed
19 $1,000 by category of service, including, but not limited to,
20 legal, instructional, management, accounting, architecture,
21 public relations and maintenance. The list shall contain the
22 name and address of the contractor, a statement of the nature of
23 the duties of the contractor and the academic and administrative
24 support unit for which the duties are performed. If a purchase
25 of service contract exceeds 10% of the total aggregate
26 expenditure of the contract category per academic or
27 administrative support unit, then the contracted amount shall
28 also be listed.
29 (7) A list of purchase of goods contracts which exceed
30 $1,000. The list shall contain the name and address of the
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1 contractor and a list of the goods purchased and the academic or
2 administrative support unit for which such goods were
3 contracted. If a purchase of goods contract exceeds 10% of the
4 total aggregate expenditure per academic or administrative
5 support unit, then the contracted amount shall also be listed.
6 (8) A list by academic or administrative support unit in the
7 aggregate, of the expenses of travel, subsistence and lodging,
8 whether provided or reimbursed.
9 (d) The university shall submit a report of the information
10 under subsections (b) and (c) to the Education Committee of the
11 Senate and the Appropriations Committee of the Senate and the
12 Education Committee of the House of Representatives and the
13 Appropriations Committee of the House of Representatives. In
14 addition, the university shall submit a copy of the report to
15 each of the following:
16 (1) Governor's Office.
17 (2) Secretary of Education.
18 (3) State Treasurer.
19 (4) Auditor General.
20 (5) Joint State Government Commission.
21 Each such institution shall maintain a copy of the report in the
22 institution's library and shall submit a copy to each of the
23 four State regional library resource centers.
24 (e) A university's report required to be submitted under
25 this section shall be submitted within 180 days of the close of
26 the university's current fiscal year.
27 (f) The Joint State Government Commission shall develop a
28 statistical comparison analysis recognizing differences in
29 missions from the reports made under this section. A majority of
30 the members of the commission may request additional
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1 documentation, except for salary or identity of individuals,
2 necessary to complete the comparative analysis. The comparison
3 shall be provided to the Education Committee of the Senate and
4 the Appropriations Committee of the Senate and the Education
5 Committee of the House of Representatives and the Appropriations
6 Committee of the House of Representatives and the four State
7 regional libraries.
8 (g) The university shall make a copy of the minutes of each
9 public meeting of the institution's board of trustees, as well
10 as a copy of the institution's integrated postsecondary
11 education data systems report, available for public inspection
12 in the institution's library.
13 Section 9. Temple University shall provide full, complete
14 and accurate information as may be required by the Department of
15 Education or the chairman or the minority chairman of the
16 Appropriations Committee of the Senate or the chairman or the
17 minority chairman of the Appropriations Committee of the House
18 of Representatives.
19 Section 10. Temple University shall present and report its
20 financial statements required under the provisions of this act
21 in accordance with: the generally accepted accounting principles
22 as prescribed by the National Association of College and
23 University Business Officers, the American Institute of
24 Certified Public Accountants, or their successors, or by any
25 other recognized authoritative body; the "Commonwealth of
26 Pennsylvania Budget Instructions for the State System of Higher
27 Education, State-Related Universities and Non-State-Related
28 Colleges and Universities"; and the financial reporting policies
29 and standards promulgated by the Commonwealth of Pennsylvania
30 and by the Federal Government that apply to Temple University.
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1 SECTION 11. TEMPLE UNIVERSITY SHALL MAKE ALL ARTICULATION <--
2 AGREEMENTS WITH OTHER HIGHER EDUCATION INSTITUTIONS AVAILABLE ON
3 THE INTERNET.
4 Section 11 12. This act shall take effect July 1, 2002, or <--
5 immediately, whichever is later.
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