PRINTER'S NO. 3571
No. 2492 Session of 2002
INTRODUCED BY FLEAGLE, APRIL 8, 2002
REFERRED TO COMMITTEE ON APPROPRIATIONS, APRIL 8, 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 (3) For operation of dental clinics in the 4 school of dentistry............................... 1,083,000 5 (4) To enhance the recruitment and retention 6 of disadvantaged students......................... 337,000 7 (5) For maxillofacial prosthodontics.......... 131,000 8 (6) For Podiatric Medicine.................... 1,346,000 9 (7) For laboratories and equipment............ 2,375,000 10 (8) For the Richard J. Fox Bio-Medical Center. 475,000 11 (9) For program initiatives................... 5,652,000 12 Section 2. Payments to Temple University on account of the 13 appropriations for all items as provided in section 1 shall be 14 made on the basis of costs during the fiscal year. 15 Section 3. If necessary, Temple University may transfer 16 funds among the appropriations listed in section 1(1) and (2), 17 provided, that the aggregate amount transferred into or out of 18 each appropriation during the fiscal year shall not exceed 5% of 19 the amount specifically appropriated for that purpose. 20 Section 4. (a) Payment to Temple University of the 21 appropriations provided in section 1 shall be made monthly 22 during the fiscal year. 23 (b) Such monthly payments shall be made in accordance with 24 the provisions of section 2 on the basis of estimated costs. The 25 estimate of costs shall be submitted by Temple University to the 26 Secretary of Education, the General Assembly and the State 27 Treasurer not later than 30 days prior to the date on which such 28 payment is to be made. 29 (c) Payments to Temple University provided in section 1(9) 30 are contingent on the university making all articulation 20020H2492B3571 - 2 -
1 agreements with other higher education institutions available on 2 the Internet. 3 Section 5. (a) Temple University shall apply the moneys 4 appropriated by this act only for such purposes as are permitted 5 in this act and shall at all times maintain proper records 6 showing the application of such moneys. Not later than 120 days 7 after the close of the fiscal year to which this act relates, 8 Temple University shall file, with the Secretary of Education, 9 the General Assembly and the Auditor General of the 10 Commonwealth, a statement setting forth the amounts and purposes 11 of all expenditures made from moneys appropriated by this act 12 and other university accounts during said fiscal year, as 13 provided in section 2, used as a basis for receipt of any 14 appropriation during said fiscal year. 15 (b) Such statement of expenditures and costs shall be 16 reviewed by the Auditor General of the Commonwealth, and he 17 shall have the right, in respect to the moneys appropriated by 18 this act, to audit and disallow expenditures made for purposes 19 not permitted by this act and to cause such sums to be recovered 20 and paid by Temple University to the State Treasurer. In respect 21 to expenditures made by the university from moneys other than 22 those appropriated by this act, the Auditor General shall have 23 the right to review only, and he shall file annually with the 24 General Assembly such information concerning said expenditures 25 as the General Assembly or any of its committees may require. 26 Section 6. A report shall be submitted to the Governor and 27 the Appropriations and Education Committees of the Senate and 28 House of Representatives and shall include data for all programs 29 except the Doctor of Medicine program. The report, to be 30 submitted prior to September 1, 2003, shall cover the 12-month 20020H2492B3571 - 3 -
1 period beginning with the summer term 2002 and shall include: 2 (1) The following counts and distributions for each term 3 during the period: 4 (i) The definitions and numbers of faculty members employed 5 full time, of faculty members employed part time, of full-time 6 students enrolled in graduate courses, of full-time students 7 enrolled in undergraduate courses, of part-time students 8 enrolled in graduate courses and of part-time students enrolled 9 in undergraduate courses. 10 (ii) The total numbers of undergraduate student credit 11 hours, divided into lower division and upper division course 12 levels, and of graduate student credit hours divided into three 13 course levels--master's, first professional and doctoral. 14 (iii) The number of different courses scheduled by level of 15 instruction and the number of sections of individual instruction 16 scheduled by level of instruction, each further subdivided by 17 two-digit Classification of Instructional Program (CIP) 18 categories of instructional programs of higher education as 19 defined by the National Center for Education Statistics, United 20 States Department of Education. 21 (iv) The number of terms scheduled and the dates thereof. 22 (2) For the summer term and the following academic year in 23 total and for each two-digit CIP program category, a 24 classification of faculty members or other professional 25 employees by title, including: professor, associate professor, 26 assistant professor, instructor, lecturer, research associate, 27 librarian and academic administrator; faculty members or other 28 professional employees under each title to be subdivided by type 29 of assignment: teaching and nonteaching; and each such set of 30 faculty members or other professional employees to be further 20020H2492B3571 - 4 -
1 subdivided by type of employment: full-time or part-time; and 2 the following aggregates for each such subdivided 3 classification: 4 (i) The number of faculty and other professional employees 5 and their full-time equivalence in instructional and 6 noninstructional functions. 7 (ii) The sum of credits assigned to undergraduate classroom 8 courses and the sum of credits assigned to graduate classroom 9 courses taught, divided into lower division, upper division, 10 master's, first professional and doctoral course levels. 11 (iii) The sum of credits assigned to undergraduate 12 individual instruction courses and the sum of credits assigned 13 to graduate individual instruction courses taught, divided into 14 lower division, upper division, master's, first professional and 15 doctoral course levels. 16 (iv) The sum of undergraduate classroom student credit hours 17 and the sum of graduate classroom student credit hours 18 generated, divided into lower division, upper division, 19 master's, first professional and doctoral course levels. 20 (v) The sum of undergraduate individual instruction student 21 credit hours and the sum of graduate individual instruction 22 student credit hours generated, divided into lower division, 23 upper division, master's, first professional and doctoral course 24 levels. 25 (vi) The total salary paid for instructional functions and 26 for noninstructional functions and the amount of this salary 27 paid for each of these functions from university funds, Federal 28 funds and other funds. 29 (3) For each term of the period covered for each faculty 30 member employed full time identified by two-digit CIP program 20020H2492B3571 - 5 -
1 category and title, the report shall contain an analysis of the 2 average hours per week spent in university-related activities, 3 stating specifically hours spent in undergraduate classroom 4 contact and graduate classroom contact, hours spent in 5 preparation, hours spent in research and hours spent in public 6 service. 7 Section 7. In addition to the requirements in section 6 8 relative to this appropriation, each report covering the 12- 9 month period beginning with the summer term 2002 shall include 10 for all programs of the university: 11 (1) Minimum number of credits required for a baccalaureate 12 degree and for a master's degree. 13 (2) Number of bachelor's degrees, master's degrees, first 14 professional degrees and doctoral degrees awarded in 1998, 1999, 15 2000, 2001, 2002 and estimated 2003. 16 Section 8. (a) The following words and phrases when used in 17 this section shall have the meanings given to them in this 18 subsection unless the context clearly indicates otherwise: 19 "Academic and administrative support units." Any 20 organizational entity, as defined in the organizational manual 21 of the university, that reports directly to the president of the 22 university, chief academic officer or vice president, including 23 the office of the president, chief academic officer and vice 24 president. 25 "Expenditures." Disbursements or payments of State 26 appropriations, tuition and fees supporting operational, 27 educational or other general categories of expenses as defined 28 in: the generally accepted accounting principles as prescribed 29 by the National Association of College and University Business 30 Officers, the American Institute of Certified Public 20020H2492B3571 - 6 -
1 Accountants, or by their successors, or by any other recognized 2 authoritative body; the "Commonwealth of Pennsylvania Budget 3 Instructions for the State System of Higher Education, State- 4 Related Universities and Non-State-Related Colleges and 5 Universities"; and the financial reporting policies and 6 standards promulgated by the Commonwealth of Pennsylvania and by 7 the Federal Government that apply to Temple University. 8 "Revenue." All State appropriations and tuition and fees. 9 (b) Temple University shall disclose the following: 10 (1) Revenue and expenditure budgets of the university's 11 academic and administrative support units for the current fiscal 12 year. 13 (2) The actual revenue and expenditures for the prior year 14 in the same format as the information reported under paragraph 15 (1). 16 (3) For any defined project or program which is the subject 17 of a specific line item appropriation from the General Fund, the 18 university shall disclose the following: 19 (i) Revenue and expenditure budgets of the defined program 20 or project for the current fiscal year. 21 (ii) The actual revenue and expenditures of the defined 22 program or project for the prior year in the same format as the 23 information reported under paragraph (1). 24 (4) The revenue and expenditures of any auxiliary enterprise 25 which is directly funded in whole or in part by tuition or a 26 State appropriation for the current fiscal year. 27 (c) The university shall provide the following additional 28 information for the prior fiscal year for each academic or 29 administrative support unit, for each defined project or program 30 and for any auxiliary enterprise: 20020H2492B3571 - 7 -
1 (1) The number of employees by academic rank and by 2 classification the number of administrators, staff, clerical and 3 technical service employees. 4 (2) Median and mean salary by academic rank and by 5 classification the median and mean salaries of administrators, 6 staff, clerical and technical service employees. 7 (3) Nonsalary compensation as a percentage of salary. 8 Nonsalary compensation shall include, but not be limited to, 9 medical benefits, life insurance benefits, pension benefits, 10 leave benefits, employer Social Security payments and workers' 11 compensation benefits. 12 (4) A statement of the university's retirement policies. 13 (5) A policy statement relating to a reduction of tuition 14 for employees' family members. 15 (6) A list of purchase of service contracts which exceed 16 $1,000 by category of service, including, but not limited to, 17 legal, instructional, management, accounting, architecture, 18 public relations and maintenance. The list shall contain the 19 name and address of the contractor, a statement of the nature of 20 the duties of the contractor and the academic and administrative 21 support unit for which the duties are performed. If a purchase 22 of service contract exceeds 10% of the total aggregate 23 expenditure of the contract category per academic or 24 administrative support unit, then the contracted amount shall 25 also be listed. 26 (7) A list of purchase of goods contracts which exceed 27 $1,000. The list shall contain the name and address of the 28 contractor and a list of the goods purchased and the academic or 29 administrative support unit for which such goods were 30 contracted. If a purchase of goods contract exceeds 10% of the 20020H2492B3571 - 8 -
1 total aggregate expenditure per academic or administrative 2 support unit, then the contracted amount shall also be listed. 3 (8) A list by academic or administrative support unit in the 4 aggregate, of the expenses of travel, subsistence and lodging, 5 whether provided or reimbursed. 6 (d) The university shall submit a report of the information 7 under subsections (b) and (c) to the Education Committee of the 8 Senate and the Appropriations Committee of the Senate and the 9 Education Committee of the House of Representatives and the 10 Appropriations Committee of the House of Representatives. In 11 addition, the university shall submit a copy of the report to 12 each of the following: 13 (1) Governor's Office. 14 (2) Secretary of Education. 15 (3) State Treasurer. 16 (4) Auditor General. 17 (5) Joint State Government Commission. 18 Each such institution shall maintain a copy of the report in the 19 institution's library and shall submit a copy to each of the 20 four State regional library resource centers. 21 (e) A university's report required to be submitted under 22 this section shall be submitted within 180 days of the close of 23 the university's current fiscal year. 24 (f) The Joint State Government Commission shall develop a 25 statistical comparison analysis recognizing differences in 26 missions from the reports made under this section. A majority of 27 the members of the commission may request additional 28 documentation, except for salary or identity of individuals, 29 necessary to complete the comparative analysis. The comparison 30 shall be provided to the Education Committee of the Senate and 20020H2492B3571 - 9 -
1 the Appropriations Committee of the Senate and the Education 2 Committee of the House of Representatives and the Appropriations 3 Committee of the House of Representatives and the four State 4 regional libraries. 5 (g) The university shall make a copy of the minutes of each 6 public meeting of the institution's board of trustees, as well 7 as a copy of the institution's integrated postsecondary 8 education data systems report, available for public inspection 9 in the institution's library. 10 Section 9. Temple University shall provide full, complete 11 and accurate information as may be required by the Department of 12 Education or the chairman or the minority chairman of the 13 Appropriations Committee of the Senate or the chairman or the 14 minority chairman of the Appropriations Committee of the House 15 of Representatives. 16 Section 10. Temple University shall present and report its 17 financial statements required under the provisions of this act 18 in accordance with: the generally accepted accounting principles 19 as prescribed by the National Association of College and 20 University Business Officers, the American Institute of 21 Certified Public Accountants, or their successors, or by any 22 other recognized authoritative body; the "Commonwealth of 23 Pennsylvania Budget Instructions for the State System of Higher 24 Education, State-Related Universities and Non-State-Related 25 Colleges and Universities"; and the financial reporting policies 26 and standards promulgated by the Commonwealth of Pennsylvania 27 and by the Federal Government that apply to Temple University. 28 Section 11. This act shall take effect July 1, 2002, or 29 immediately, whichever is later. B26L84RZ/20020H2492B3571 - 10 -