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DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary Education. Final Report. INSTITUTION Montana Commission on Post-Secondary Education, Helena. PUB DATE 1 Dec 74 NOTE 152p. EDRS PRICE MF-S0.75 HC-$7.80 PLUS POSTAGE DESCRIPTORS American Indians; Colleges; Educational Accountability; Educational Finance; *Educational Needs; *Educational Resources; Governance; Health Education; Higher Education; *Postsecondary Education; Program Planning; *State Programs; Statistical Data; Technical Reports; Universities IDENTIFIERS *Montana ABSTRACT This final report of the Montana Commission on Post Secondary Education discusses information and projections relevant to present and future needs, resources, and the economic and social trends relating to the future of postsecondary education. The 11 chapters of the report are: 1. New Times, New Conditions, New Choices; 2. Goals; 3. Educational Policies; 4. Governance; 5. Planning; 6. Financing; 7. Institutions and Their Missions; 8. Health Care Education; 9. Native Americans and Postsecondary Education; 10. Accountability; and 11. Additional Recommendations. The appendixes to the report provide: Supplementary Data; Staff and Technical Reports; Membership of Technical Groups; Public Hearings Held by Commission; Recommendations; House Bill 578; Montana Public Postsecondary Educational Institutions; State-Level Governance of Montana Education; Roll Call Votes; and Minority Reports. (DB)

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Page 1: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

DOCUMENT RESUME

ED 099 040 JC 740 481

TITLE Montana Commission on Postsecondary Education. FinalReport.

INSTITUTION Montana Commission on Post-Secondary Education,Helena.

PUB DATE 1 Dec 74NOTE 152p.

EDRS PRICE MF-S0.75 HC-$7.80 PLUS POSTAGEDESCRIPTORS American Indians; Colleges; Educational

Accountability; Educational Finance; *EducationalNeeds; *Educational Resources; Governance; HealthEducation; Higher Education; *PostsecondaryEducation; Program Planning; *State Programs;Statistical Data; Technical Reports; Universities

IDENTIFIERS *Montana

ABSTRACTThis final report of the Montana Commission on Post

Secondary Education discusses information and projections relevant topresent and future needs, resources, and the economic and socialtrends relating to the future of postsecondary education. The 11chapters of the report are: 1. New Times, New Conditions, NewChoices; 2. Goals; 3. Educational Policies; 4. Governance; 5.Planning; 6. Financing; 7. Institutions and Their Missions; 8. HealthCare Education; 9. Native Americans and Postsecondary Education; 10.Accountability; and 11. Additional Recommendations. The appendixes tothe report provide: Supplementary Data; Staff and Technical Reports;Membership of Technical Groups; Public Hearings Held by Commission;Recommendations; House Bill 578; Montana Public PostsecondaryEducational Institutions; State-Level Governance of MontanaEducation; Roll Call Votes; and Minority Reports. (DB)

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S DEPARTMENT Of NEAL TsEDUCATION WELFARENATIONAl INSTITUTE OF

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mmission Members:Tad James, ChairmanLinda Skaar, Vice-Chairman

Magnus AasheimV Edward BatesTom BehanRichard ChampouxWm. A. CordingleyMary CraigWm. F. CrowleyIan DavidsonCarl M. DavisWilliam DiehlPatricia DixonRaymon DoreMary FentonRussell B. HartJoan KennedyMarjorie KingSharon LaBudaWilliam MackayRussell McDonoughJohn L. McKeonDale MooreJohn L. PetersonLawrence K. PettitGeorge SchotteMargaret Sogard0/y SouthJessica P. StinkneyWilliam Warfield

Commission Staff:Patrick M. Callan, DirectorJoEllen Estenson, Deputy DirectorRichard F. Bechtel, Research Analyst

Carol L. Hunt, Commission SecretaryCatherine M. McCarthy. Secretary

MontanaCommission OnPostsecondaryEducation

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COMMISSION ON POSTSECONDARY EDUCATIONSUITE 5 201 EAST 6TH AVENUE HELENA MONTANA 59801

406-449-2727

THOMAS JUDGE

liOVERNORPATRICK M CAL LANSTAFF DIRECTOR

Honorable Thomas L. JudgeGovernor, State of Montana

December 1, 1974

LETTER OF TRANSMITTAL

Members c the Legislative Assembly

Members of the State Board of EducationState CapitolHelena, Montana 59601

Ladies and Gentlemen:

In accordance with House Bill 578 (1973 Session), I am transmitting the findings andrecommendations of the Montana Commission on Postsecondary Education.

This report completes the Commission's charge. The recommendations included herein willshortly come before you in the form of legislation and policy proposals.

I hope the report will be widely disseminated, thoroughly discussed and fully implemented.

Respectfully submitted,

TED JAMESChairman

TJ:cm

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I

MontanaCommission OnPostsecondaryEducation

Introduction i1

NEW TIMES, NEW CONDITIONS,NEW CHOICES 7

2 GOALS 13

3 EDUCATIONAL POLICIES .. 15

4 GOVERNANCE 27

5 PLANNING 35

6 FINANCING 43INSTITUTIONS AND7 THEIR MISSIONS 51HEALTH CARE8 EDUCATION 61

NATIVE AMERICANS AND9 POSTSECONDARY EDUCATION 65

10 ACCOUNTABILITY 69

ntents

ADDITIONAL11 RECOMMENDATIONS 73

Appendices: 75A. Supplementary Data 75B. Staff and Technical Reports 103C. Membership of Technical Groups 105D. Public Hearings Held By Commission 109E. Recommendations 111F. House 8111 578 137G. Montana Public Postsecondary Educational Institutions 141H. State-Level Governance Of Montana Education 143I. Roll Call Votes 145J. Minority Reports 147

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INTRODUCTION

HOUSE BILL NO. 578The 1973 Legislature created the Montana Commission on Postsecondary Educ,-7 : oft anddirected it to "make a detailed and thorough study of postsecondary education in this state." TheLegislature mandated that specific attention be given to inventories of postsecondaryeducational resources, accountability, planning and coordination, andaccess for all persons whodesire and can benefit from postsecondary education.

ORGANIZATION OF THE STUDYThe Montana Commission on Postsecondary Education, consisting of 30 members appointed byGovernor Thomas L. Judge, organized on July 9, 1973. We proposed a five-phase outline andschedule for the study of postsecondary education in Montana:

Phase 1. Identification of Issues and ProblemsAdoption of Study Plan (July - September, 1973)

Phase 2. Information gathering (October, 1973 - May, 1974)Phase 3. Draft Report (June - July, 1974)Phase 4. Public Hearings on Draft Report (September, 1974)Phase 5. Adoption of Final Report (October - November, 1974)

During Phase 1, views of the commission, the educational community and the general publicwere solicited concerning questions and issues that should be studied. Approximately 1,800letters were sent to persons throughout the state. Commission Chairman Ted James, in severalradio and television appearances, invited the public to offer comments and suggestions. Inaddition, the staff and many of us on the Commission met informally with educators andconcerned citizens.

Afte7digesting the information from these sources, reviewing previous studies, analyzing avail-able data on postsecondary education in Montana and considering information from the staff, weadopted our proposed study plan at the October 1, 1973 meeting. Since then we have conductedthirteen public hearings (see Appendix D); sponsored a survey of institutional goals; commis-

See Appendix F

1

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sioned staff and technical reports which explore issues and various aspects of higher education(see Appendix B); consulted with members of the higher education system, members of theexecutive and legislative branches of government, and many state and national experts whohave researched and written about higher education; developed a mailing list of concernedindividuals and organizations and read much of the higher education literature.

The Commission acknowledges the cooperation of Montana's institutions of postsecondaryeducation. We estimate that they have provided the equivalent of several hundred thousanddollars in staff time devoted to advisory committees and to data collection. Without thisassistance the Commission would have been unable to develop the data base which was soessential to our deliberations.

The orientation of this study is toward the present and future. We gathered all availableinformation and projections relevant to present and future needs, resources and the economicand social trends relating to the future of postsecondary education. We attempted to

assess present and future needs and aspirations for postsecondary education.determine goals, objectives and priorities of Montana postsecondary education.determine the resources available to meet present and future needs.determine the most educationally effectiveand economically efficient ways to meet needs

and achieve goals.develop specific policies for the future of Montana postsecondary education.

This report draws together our final conclusions. The recommendations are the result of over oneand a half years of study, public participation and intensive deliberations.

2

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COMPLETION OF COMMISSION STUDY

INFORMATION GATHERING TECHNICAL COMMITTE =

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ADOPTION OF FINAL REPORT

REPORT TO GOVERNOR, LEGISLATURE and 1STATE BOARD OF EDUCATION

5

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NEW TIMES,NEW CONDITIONS,

NEW CHOICESThe establishment of the Montana Commission on Postsecondary Education in mid-1973occurred at a critical point in the history of postsecondary education nationally. The post-WorldWar II era of dynamic growth, with emphasis on expanding colleges and universities toaccommodate increasing demands of 18-21 year olds for admission, had come to an abrupt halt.All indicators pointed to an era of stability and retrenchment with decreased demands fromtraditional clienteles for higher education. At the same time, there were signs of increaseddemands for vocational-technical education and educational services from persons older thanthe traditional college age. In short, Montanaand most other states found themselves entering anew era of education beyond high school an era characterized by new educational, demo-graphic, political and economic conditions. This era wig. clearly require new types cf planning ifthe state is to adjust to the needs of its citizens for educational opportunities beyond high school.

PROFILE OF MONTANA POSTSECONDARY EDUCATIONMontana Postsecondary Education comprises six units of the Montana University System, threecommunity colleges, five vocational-technical centers and three independent colleges.The two universities University of Montana, Missoula and Montana State University,Bozeman are comprehensive undergraduate, graduate, research and public serviceinstitutions.

Three state colleges Eastern Montana College, Billings; Western Montana College, Dillon; andNorthern Montana College, Havre are undergraduate teaching institutions with responsi-bilities in the liberal arts through the baccalaureate level and teacher education through themaster's level. Northern Montana College has had a traditional revonsibility in vocational-technical education and vocational teacher training. The fourth state college, Montana College ofMineral Science and Technology in Butte, has traditionally specialized in mineral science andtechnology and has developed an undergraduate liberal arts program at the baccalaureate level,as well as continued undergraduate and graduate work through the master's level in mineralscience and technology.

The three community colleges Dawson College, Glendive; Miles Community College, MilesCity; and Flathead Valley Community College, Kalispell have provided instruction and servicesfor student residents within the community college district in academic, occupational and adulteducation.

6\7

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11 NEW TIMES,NEW CONDITIONS,NEW CHOICESarrsommaimarnalli. ,mwe MIIIIIIIMIIIIM~11111=Immimplimpl.~11111111111111111MOMININOMISINIIMINIMIMINMOM

The five vocational-technical centers, located in Billings, Butte, Great Falls, Helena andMissoula. provide postsecondary vocational-technical education to persons who qualify.Vocational education prepares or improves the student for jobs that do not 'squire abaccalaureate or higher degree.

Also offering postsecondary educational services to state residents are the three independentinstitutions Carroll College, Helena; College of Great Falls, Great Falls; and Rocky MountainCollege, Billings.

In addition, proprietary schools (of which the state has a variety) provide specialized services andperform an additional training function in higher education.

ENROLLMENT IN COLLEGES AND UNIVERSITIESEnrollments declined significantly in the colleges and universities in the Montana UniversitySystem between 1970.71 and 1973-74. Overall enrollment has decreased by more than 3,100full-time equivalent students or 13%, while four of the six institutions have experienceddecreases of more than 25%.* The total decreases exceed the combined 1973-74 enrollments ofMontana College of Mineral Science and Technology, Western Montana College and NorthernMontana College. The most significant reason for this decline is that fewer students elected toattend colleges and universities upon graduation from high school.

THE LONG-TERM PROSPECTSWhile the enrollment decreases are attributable to student choice rather than significantreductions in the numbers of high school graduates, the latter will become a major factor soon.Elementary school enrollment (grades 1-8) has been falling steadily from 121,219 in 1969-70 toapproximately 113.500 in 1973-74. Additionally, the Montana birth rate decreased from 27.3live births per 1,000 estimated population in 1965 to 15.8 live births per 1,000 in 1973. Inabsolute numbers, live births have declined in twelve of the last thirteen years and dropped from17,646 births in 1959 to 11,392 in 1973."Thus, all available signs point to a diminished demand for higher education on the part of highschool graduates in future decades. Even if the proportion of high school graduates who attendcollege increases and there are no signs that such an increase is likely the actual number ofhigh school graduates and of students in the 18-21 year age group will decrease in the 1980sand 1990s."

THE ERA OF POSTSECONDARY EDUCATIONAdjusting to the end of the era of dynamic growth is the most critical challenge facing Montanaand its institutions of higher education. It can already be seen that the impact of the new era willaffect different institutions to different degrees and in different ways. Even those institutionswhich experience relative stability will probably face internal enrollment problems if studentinterests continue to shift rapidly among programs. In these circumstances institutions will faceconsiderable difficulty in adopting staffing and curriculum to new needs, especially if overallenrollment is insufficient to justify larger teaching staffs.

Some of the implications of the new era include

excess capacity. The system, which was developed to accommodate the growingenrollments of the 1960s, may be over-built for the needs of the 1970s, 1980s and 1990s.

*See Appendix A. 1, Chart 1

"See Appendix A-7,

***Another way of illustrating the probable impact of reduced birth rates is that those born in 1955 constituted the pool ofpotential 18year old freshmen in 1973, In 1955 there were 17.464 live births in Montana. Those born in 1973represent the pool of 18-yearold freshmen for the year 1991 In 1973 the number of live births in Montana was11.392, a decline of 6.082 or 36 percent.

8

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NEW TIMES,. NEW CONDITIONS,

NEW CHOICES

less need to train new elementary and secondary teachersas birth rates and public schoolenrollment decline.

the likelihood of increased competition for students among institutions of postsecondaryeducation as each struggles to maintain its size.

almost certain financing difficulties. Pu'alic educational institutions are funded primarilyon the basis of enrollments and will have difficulty justifying larger budgets, even thougheducational costs will continue to rise and some costs (e.g., physical plant maintenance,bonded indebtedness) are "fixed" that is, unaffected by enrollment levels. Thereappears to be little likelihood of significant increases in federal support.

difficulties in maintaining internal flexibility, particularly in faculty staffing. The proportionof tenured faculty will tend to increase, as will the average age of faculty as new hiring toaccommodate expansion disappears.

problems in innovating and responding to needs for new programs. New initiatives willoften have to be funded through internal re-orderint priorities rather than throughlarger overall budgets.

opportunities to refine and improve education as pressures to absorb growth diminish.Another new element which presents both problems and opportunities is the fact that Montanaand other states are entering an era of postsecondary education, as distinguished from highereducation." In the past, most states, including Montana, have been primarily concerned withtraditional academic education of 18.24-year-olds in their planning efforts. There is now a needto plan comprehensively for education beyond high school, taking all the forms of postsecondaryeducation into account. This means that vocational and technical education, public and private,will receive more attention.

Growing numbers of students recently have chosen vocational education. This tendency wasdocumented by a United States Department of Labor report on the high school graduates of1972. By October of 1972,

about one-third of the graduates had enrolled in special schools, such as trade schools.

the lowest proportion in five years went to college.

of those who did not attend a postsecondary institution, more than 90 percent of the menand 75 percent of the women were working or looking for work.

the development of company-sponsored "in-house training programs" may haveencouraged youth to seek jobs immediately upon high school graduation.

It is impossible to determine whether these trends will accelerate, stabilize or decelerate.However, vocational education clearly will continue to play a critical role in the world of post-secondary education.

In short, policymaking and planning at the state level must be concerned with publicand private,academic, occupational and professional education and their interrelationships with the entirespectrum of postsecondary educational resources and opportunities. This may help to eliminatesome of the artificial status distinctions and barriers between the different types of educationbeyond the high school.

"Higher education" refers to colleges and universities "Postsecondary education- encompasses all education beyondhigh school including, but not limited to. colleges and universities.

9

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11 NEW 'TIMES,NEW CONDITIONS,NEW CHOICES

NEW CLIENTELT5 AND NEW DEMANDSAt the very time that many institutions of postsecondary education face a diminished demandfrom their traditional clienteles of 18-21 year-olds, there are signs of increasing desires foreducation on the part of adults beyond the traditional age of postsecondary education. Thispotential clientele includes persons wishing to complete education disrupted in their youth,persons needing occupational upgrading, persons making career changes and those seekingeducation for personal enrichment.

In a national effort to assess the demand for adult education, the Commission on Non-TraditionalStudy conducted a representative survey of the approximately 104 million in the 18-60 agegroupthroughout the nation, excluding those persons who were already fun-time students. Whenasked if they were interested in additional learning, 76.8 percent representing 79.8 millionAmericans responded affirmatively. When asked to indicate their first choice of an area oflearning, the respondents answered as follows:

Area of Learning Percent Number of Learners(in millions)

Vocational Subjects 43.0 34.3(excluding agricultural)Hobbies and Recreation 13.4 10.7General Education 12.6 10.1Home and Family Life 12.0 9.6Personal Development 6.8 6.4Public Affairs 4.5 3.6Religious Studies 3.0 2.4Agriculture 2.9 2.3Another survey based upon data collected by the Bureau of the Census attempted to identify thenumber of adults participating in continuing education. ("Adult continuing education" wasdefined as organized instruction for persons 17 and over who are not regular full-time students.)It was found that in 1971.72, more than 15 million persons participated in adult and continuingeducation, nearly twice the number of students enrolled for degree credit. From 1969.1972,there was an increase of more than 20 percent in the number ofparticipants in adult education.About half of those enrolled in 1972 were in occupational programs; about one-fourth were Ingeneral education.

The questions raised by the growing demand for adult education includeHow should the state and its postsecondary institutions respond?How can these demands best be met when many adults do not have ready access to a postsecondary campus?

OTHER SIGNIFICANT TRENDSin addition to the changes already discussed, other forces for change are at work in the world ofpostsecondary education. Some of these include

Increasing concern for the quality and cost o' education on the part of the public and thosewho partici)ate in postsecondary education. Not the least of these concerns is theinsistence by those responsible for appropriating public funds that the maximumeducational benefits b.., obtained for every dollar spent. The word "accountability" hascome to stand for the responsibility of postsecondary education to achieve demonstrableeducational effectiveness and cost efficiency.

Demands by women and minority groups for equitable participation in postsecondaryeducation in the student bodies and on the faculties and staffs.

10

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NEW MMES,NEW CONDITIONS,

NEW CHOICES

Greater use of technology to deliver instruction on and off the campus. The Carnegie Com-mission on Higher Education has predicted that by the end of thiscentury, as much as 10to 20 percent of on-campus instruction and 80 percent of oft-campus instruction may beprovided by information technology. Much of this technology will facilitate independentstudy. It will also lessen the need for brick and mortar for residential institutions.

FACING THE FUTUREWhite it is impossible to determine the precise impact of these trends, the future ofpostsecondary education will differ markedly from the past. Simply conducting "business asusual" will not make the new realities disappear. Yet, change for its own sake should be avoidedtoo; however, the assumption that old responses will be adequate for new problems andopportunities is equally dangerous. The choice that confronts the people of Montana is whetherto begin to prepare for the conditions of the 70's, 80's, 90's and beyond, or to let ourselves driftinto the future locked into historical patterns which fail to address the real needs of our times.

11

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GOALS

A statement of goats is the first step in planning for the future of Montana postsecondaryeducation.

Our goals must be challenging in order to evoke the best response the highest degree ofexcellence from all those involved in postsecondary education. At the same time they shouldbe realistic in order to serve as yardsticks of our achievements and deficiencies and as criteria forpresent and future policies. Above all, our goals should recognize learning as the central missionof postsecondary education.

On the basis of these considerations, we propose the following statement of goals.

1. Our primary goal as a Commission and the primary goal of Montanepostsecondary education should be to enhance the opportunitiesfor learning available to Montanans. We are concerned about thequantity and quality of learning opportunities. And we believe thatthe learning experiences available through our institutions shouldrespect the individualism and diversity of Montanans.

In this spirit we propose the following long-range goals for Montanapostsecondary education:

Equal and universal opportunity for Montanans withmotivation and ability to benefit, regardless of race, creed.sex, age, national origin or economic status to participatein postsecondary education.

A comprehensive system of postsecondary educationwhich provides sufficient programs and experiences tomeet the needs of Montanans.

A variety of educational experiences and organizations toreflect the educational goals and learning styles of personswhose needs must be met by postsecondary education.

.13

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14

Commitment to the growth and self-realization of theindividual student including intellectual, personal andvocational development.

Excellence in all aspects of postsecondary education,including instruction, research and public service.

Coordination and planning to assure diversity, compre-hensiveness end cooperation between units and systemsof postsecondary education and protection of the publicinterest.

Continuous innovation and self-renewal in all institutionsof postsecondary education.

Protection of academic freedom and assurance ofacademic responsibility.

Flexibility at the state, system and institutional levels tofacilitate adaptation to changing circumstances.

Responsiveness to changing needs of the state, communi-ties and people of Montana, which includes bringing theresources of postsecondary education to bear upon theproblems of society.

Use of resources in the most educationally productive endcost-effective ways, including resources that exist inpeople with special skills, professional or otherwise.

Accountability which protects the rights of all whoparticipate in postsecondary education, includingstudents, faculty, staff and taxpayers.

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EDUCATIONALPOLICIES

Montana must take specific steps to develop a coordinated postsecondary education systemcapable of creating comprehensive educational services. However, these efforts will be in vainunless similar steps are taken at the institutional level. As the institutions participate in planningmore fully, educational policy must be developed to encompass a very diversified student body.Meeting the varied needs, abilities and aspirations of their clients, while fulfilling the social andeconomic requirements of society, will be a demanding task.

The response to this challenge of expansion in educational policy (both quantitative andqualitative) must be increasingly diversified and coordinated. Within higher education theparticular role of each institution and program must be clearly specified. Every unit must alsoassume responsibility for developing a high degree of competence and effectiveness in its role.Concurrently, educational policymaking must be coordinated effectively to avoid gaps andunwarranted duplication, to eliminate mutually destructive warfare between divided faculties,and to facilitate student transfer and continuity in learning.

The traditional concept of a campus as an academically self-sufficient unit, able and striving tomeet all the needs of its students and faculty, is out of step with the need for interinstitutionalcooperation. Different institutions do different things well; few institutions are able to offer anexhaustive range of educational services. Through interinstitutional cooperation, the studentbenefits by having ready access to the resources of all institutions.

TIME-SHORTENED BACCALAUREATEOver the past hundred years, numerous proposals have been made to e.orten the length of timerequired for the bachelor's degree. Most of the proposals were directed at reducing the four-yearcourse to three years and/or shifting major portions of the baccalaureate curriculum into thehigh school program, Historically, proponents of these changes have been leaders of Americanhigher education, including Presidents Charles W. Elliot of Harvard, Daniel Coil Gilman of JohnsHopkins, and Robert W. Hutchins of University of Chicago. Their position was summarizedsuccinctly by Gilman in 1876.

I see no advantage in attempting to maintain the traditional four-year ciass system ofAmerican colleges . . . the number four has nothing sacred or mystical about it. It is anaccidental, not an essential unit.

15f

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3 EDUCATIONAL POLICIES

Recently, there has been renewed interest in a time-shortened baccalaureate. Much of thisinterest was sparked by the Carnegie Commission report, Less Time, More Options, whichrecommends the three year B.A. and reductions in the time required to earn Ph.D. and M.D.degrees. The Carnegie proposal was based on several criteria, such as studies showing a largeamount of curriculum overlap between the senior year in high school and the freshman year ofcollege, the possibility of increased efficiency and lower costs, and the desirability of programflexibility and of a rethinking of the meaning of the baccalaureate.

Some impetus for shortening the baccalaureatecomes from those who believe the length of timestudents spend in formal schooling is excessive. The Panel on Youth of the President's Scienceand Advisory Committee, chaired by James Coleman of Johns Hopkins University, recentlyexpressed concern that formal education has become too dominant in the lives of young people.

But schooling, as we know it, is not a complete environment giving all the necessaryopportunities for becoming adult. School is a certain kind of environment: individualistic,oriented toward cognitive achievement, imposing dependencyon and withholding responsi-bility and authority from those in the rote of students. So long as school was short, andmerely a supplement to the main activities of growing this mattered little. But school hasexpanded to fill the time that other activities once occupied, 1.Nithout substituting for them.These activities of young persons included the opporti,riities for responsible action,situations in which he came to have authority over other matters that affected otherpersons,occasions in which he experienced the consequences of his own actions, and wasstrengthened by facing them in short, all that is implied by 'becoming adult' in mattersother than gaining cognitive skills . . .

Society has passed through two phases in its treatment of youth. In the first, which may becharacterized as the work phasa, young persons were brought, as quickly as physicalmaturity would allow, into economic productivity to aid the economy of the family. In thesecond phase, which may be described as the schooling phase, young persons are beingkept, as long as possible, in the school and out of the labor force to increase their potential forproductivity.

A study sponsored by the American Association of State Colleges and Universities cited time-shortening programs at 243 colleges and universities. Four basic approachesare beirl used:

Reduction through curriculum reform and revision of degree requirements.

Reduction by cooperation between high schools and colleges.

Reduction through the award of advanced standing wi h credit.

Reduction through individualized degree programs.

The major obstacles to a time-shortened B.A. are fears that educational quality may suffer, andthe reluctance on the part of institutions to initiate policies which may further reduceenrollments. Despite these obstacles, Montana snould begin to experiment with timeshortenedbachelor's degrees.

We recommend, therefore, that

2. Initial access to opportunity for achieving the baccalaureate degreein less than four years be increased.

a. The Board of Regents, the Board of Public Education, theSuperintendent of Public Instruction and the Com-missioner of Higher Education should cooperate toinsure that the opportunity for qualified high schoolstudents to earn college credits is promoted on a state-wide basis. These opportunities should include (but notbe limited to):

(1) Advanced placement. This is a program

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administered by the Educational Testing Ser-vice designed to prepare high school studentsfor advanced courses when they enter college.Students who qualify should be given creditsand be excused from required freshmencourses.

(2) College courses. Qualified high school juniorsand seniors should be allowed to enroll con-currently in high schools and colleges and tocomplete and receive college credit for coursesprior to high school graduation.

(3) Testing. Where appropriate, students in highschool and college should be encouraged toearn college credit through the College LevelExamination Program (CLEP) and through chal-lenge examinations. Once admitted to college,students should be allowed to challenge asmany courses by examination as they choose.The level of achievement required and thegrading criteria should be the same as that forstudents who actually take the course.

(4) Early admissions. Students who are advancedacademically should be allowed to enroll incollege before completing high school.

(5) College courses at the high school. Some highschool teachers are qualified and others shouldbe provided training to offer freshmen levelcourses to high school seniors and any otherpotential college students. This would requirecooperation between high schools, collegesand universities, and accrediting associations.

b. The Regents and the Commissioner of Higher Educationshould encourage and seek to provide incentives forexperimentation with restructuring of baccalaureateprograms from four to fewer years without requiringcourse overloads and/or summer session attendance.

(1) If time-shortened baccalaureates are de-veloped, they should be available as options tostudents.

(2) The results of experimentation with the time-shortened bachelor (egree shouts be rigorouslyevaluated to insure that standards of qualityand student performance are maintained at alevel equal to the traditional program.

While experiments with the shortened bachelor's degree are being conducted and evaluated,steps should be taken to prevent the required time from being lengthened except under extra-ordinary circumstances. One such step is for governing boards to monitor increased graduationrequirements and to approve any such increases.

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3. The approval of the Board of Regents should be required for:a. any change in the number of credit hours or courses

required for graduation by a unit to the UniversitySystem;

b. any change in the number of credit hours or courses inspecific subject areas required for graduation by anycollege, department or other subdivision of a UniversitySystem unit.

UNDERGRADUATE EDUCATIONMuch has been written and spoken about the need to strengthen undergraduate education andto reassess many of the traditional approaches. Most of this re-evaluation and improvement canbe accomplished only at the institutional level by those who are responsible for and participatein teaching and learning. Specifically, there must be a renewed effort to improve the teaching-learn ing process, to develop curriculum oriented to problems and themes as wall as to academicdisciplines, and to design learningenvironments conducive to individe:.i: personal development.Education at all levels should be more concerned with providing opportunities for thedevelopment of the total person, including cognitive and affective growth, the achievement of asense of self-worth, self-confidence and the capacities for personal responsibility, valuejudgments and creativity and informedcitizenship. While :mproved teachingand learning are thedirect responsibility of the institutions of postseconeary education, they on need to bestimulated by an external group or a governing board.

4. Each public university and college should establish a committee offaculty, students and administrators to consider methods ofstrengthening undergraduate education including, (but not limitedto):a. organization of a regular campus program on teachingb. improvement of methods of evaluating teaching and

development of non-punitive evaluation designed toassist faculty members to improve teaching

c. application of new knowledge about the learningprocess as it relates to higher education

d. development of interdisciplinary theme and problem-oriented programs and courses

development of systems for recognizing and rewardingexcellence in undergraduate teaching

f experimentation with new methods of evaluation ofstudent performance

g. re-evaluation of the lecture method as the dominantinstructional mode in higher education

h. evaluation of teaching by students and peersi. opportunities for students to gain community service

and work experience as part of their education and forcredit

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3EDUCATIONAL POLICIESaIMIN111111.1111110~011111110111111INNIMINIIIP1111111111111010101111MIMIIIIIIIMIIII111111MIIIINNIMONOmmit

establishment of a timetable by the Regents for the workof these committees on the campuses as well as reviewof the reports of the committees a statewideconference might be desirable at some point in theprocess in order to stimulate communication betweenthe committees

k. utilization of persons outside the academic communitywith relevant work experience as teaching resources

POSTSECONDARY - SECONDARY COOPERATIONThe Technical Report prepared for us on "Relations Between Post-secondary Education andSecondary Education" noted that ". . . the boundaries between high school work and collegework are becoming less distinct, and it is essential that any emerging postsecondary systemtakes this into account." The future will require a close working relationship between the twolevels of education. We feel that the State Board of Education, the Superintendent of PublicInstruction and the Commissioner of Higher Education should lead in building bridgesbetweenhigh schools and postsecondary units.

5. The State Board of Education should immediately establish apermanent committee on relations between secondary and post-secondary education. The committee should include members ofthe Board of Public Education and the Board of Regents. It shouldpromote program articulation between secondary and postsecond-ary education and provide a forum for discussion of other over-lapping issues, problems and ideas.

6. There should be continuous liaison between the staffs of theSuperintendent of Public Instruction and the Commissioner ofHigher Education. There should be joint studies of issues of mutualconcern.

COORDINATION WITHIN POSTSECONDARY EDUCATIONSteps must be taken to improve coordination, student transfer procedures and Interinstitutionalcooperation. Institutions will need to coordinate their administrative arrangements to facilitatestudent flow. Governing boards will have to play a consumer-protection role byacting ass courtof last resort on issues involving transfer of credit. And institutions will have to learn to evaluateachievements and proficiencies of students transferring from other types of institutions.

7. The following steps should be taken to Improve coordination andarticulation within the University System and postsecondaryeducation.

a. The Board of Regents and the Commissioner of HigherEducation should do all that is possible to assure themaximum transferability of credits among the units ofthe University System and the community colleges.

(1) Each institution should establish an appealprocess for students whose credits are notaccepted or are not applied to their major.

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(21 After the institutional appeal process has beenexhausted, there should be a procedure forappeal to the Board of Regents on issuesinvolv-ing acceptance of credits.

b. In determining transferability of credits and courses,postsecondary educational programs should beevaluated on their own merits, regardless of the type ofinstitution (or its form of governance) in which thecredits were earned

c. Opportunities for concurrent enrollment in the Univer-sity System and the vocational- technical centers shouldbe made easily available and encouraged

d. Insofar as space and other considerations allow, the fullinstructional resources of the UniversitySystem shouldbe made available to all students at all campuses. Con-current registration at two units should be permittedwithout financial penalty. Additionally, students shouldbe permitted to attend another unit for a period of onequarter or more without officially transferring.

e. The Commissioner of Higher Education should sponsoran annual conference on articulation in which facultyfrom the departments of the UniversitySystem units andthe community colleges meet with their counterparts todiscuss issues of student and program articulation andinterinstitutional cooperation.

f So far as practicable, a common system of coursenumbering and credit allocations should be developedwithin the University System and community colleges.The purpose of this system is not to enforce uniformity incourses and content but to identify similar courses.thereby facilitating transferability from one campus toanother. Developing and updating thissystem should bea function of the conference on articulation recom-mended above (with the assistance of the registrars andthe directors of admissions of the units). Private collegesshould be encouraged to participate.

All units of the University System and the communitycolleges should operate on a uniform academic calen-dar except when valid educational considerations meritan exception, or when an exception is granted forpurposes of experimentation. The Regents shouldapprove all exceptions.

g.

STUDENT INFORMATIONNo matter how high the quality of postsecondary education, it will accomplish little unlessstudents and potential students know how to use the system. The basic types of Informationrequired are

career informationeducational informationfinancial information

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EDUCATIONAL POLICIES 1110PF

We have found evidence from several of our ad hoc committees that many students are notreceiving adequate information.

The Technical Group on Manpower Planning reported that the labor market informationand projections are not available in a usable format for purposes of student andinstitutional planning.

The Student Resource Survey found that a substantial number of students potentiallyeligible for federal Basic Opportunity Grants had not applied for or received this aid.

While high school students tended to have high regard for the counseling they received, asubstantial proportion of students in postsecondary education reportedthat in retrospect.high school counseling left much to be desired.

There is evidence that some postsecondary students, particularly in four-year institutions.find their present vocational counseling less than satisfactory.

The growing complexity of manpower information, institutional admissions and studentfinancial aids has created a need for compilation of relevant information in a comprehensive andeasily understood format.

B. The State Board of Education, acting as the state planningagencyfor postsecondary education, should publish an annual compre-hensive inventory of postsecondary education opportunities beyondthe high school. It should include all programs offered in public,private and proprietary postsecondary education, procedures foradmission to all programs and institutions, information on all formsof financial assistance available to students and procedures forapplying for financial assistance. The inventory should bedistributed to all persons responsible for counseling and advisingpotential students regarding postsecondary education. Acondensed inventory should be available to all interested persons.

9. The State Board of Education, acting as the state postsecondaryeducation planning agency, should collect and/or conduct studiesof projected manpower supply and demand in cooperation withappropriate state agencies, and disseminate the results of suchstudies annually to institutions of secondary and postsecondaryeducation, in order to improve the information base upon whichstudent choices are made. In particular, the agency should projectannually the need for teachers at all levels, including county-by-county, short- and long-range projections by level and subjectarea.

10. The Superintendent of Public Instruction and the Commissioner ofHigher Education should sponsor an annual workshop forsecondary and postsecondary counselors throughout the state. Thepurpose of the workshop would be to provide the counselors withCurrent information on postsecondary education programs, pro-cedures for admission, student costs, financial assistance avail-able from federal, state, private and institutional sources andprocedures for applying.

11. A report on the actions of the state postsecondary planning agency(mentioned above) should be presented at this workshop. TheSuperintendent of Public Instruction and the Commissioner ofHigher Educatinn should conduct a study into secondary andpost-secondary counseling in the state.

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INNOVATIONAs budgets become tighter and enrollments level off and decline, institutions will have togenerate financial support for innovation and experimentation internally. This means theestablishment of innovation as a budgetary priority at the institutional level. The tighter thebudgets become, the more important this commitment will be. The institutions of postsecondaryeducation and state government should provide incentives for innovation.

12. The Board of Regents should seek state and external support for afund for innovation in higher education. The fund should be used tosupport innovations designed to improve the quality of educationorto achieve greater cost effectiveness and productivityat the same orgreater level of quality.

PART-TIME STUDENTS AND ALTERNATING STUDYPart-time study and alternating study with work, service or travel should not be discouraged.There is potential educational benefit in the interruption of study on a planned basis and forcombining study with work. Additionally, many students must work to support themselves andothers or devote time to raising a family while attending postsecondary education.

13. Admission policies should not discriminate against part-timestudents or students choosing to combine or alternate educationwith other experience, such as work or travel.a. Administrative barriers and red tape should be

minimized so that the work involved in entry, exit andre-entry does not become a factor in student choices.

b. Each public institution should provide for persons toattend undergraduate and graduate courses on a part-time basis, for credit or without credit; and to take thesecourses without prior acceptance into a degree program,provided that they are able to benefit from thecourse andthat there is space available.

c. In assessing the ability and qualifications of studentsbeyond the traditional age of postsecondary educationattendance, institutions shot/1(1piece minimum relianceupon high school and college transcripts and shoulddevelop other indicators of motivation and ability.

d. Each institution should maintain child care facilities.e. All units of the University System should provide for un-

structured independent study options for all students.These provisions should be similar to, but not neces-sarily restricted to, the omnibus option at the Universityof Montana.

14. Tuition and fee structures should not discriminate againstpart-timestudents. Part-time students should be charged for courses andcredits actually taken. Any mandatory fees charged for servicesandfacilities other than instruction should be proportionate to the part-time student's course and credit load

15. Part-time students should be eligible forstate and institutional stu-dent financial assistance programs, based on need

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ADULT AND CONTINUING EDUCATIONThat safe, sure, secure feeling that education is exclusively for the young is about to evaporate.The knowledge explosion, and the speed with which information becomes obsolete, will soonreduce the value of both career experience and original education levels. National surveys haveestablished that there is a need to provide educational opportunities for adults beyond thetraditional age of college attendance. Many persons will continue to participate in furthereducation on a part-time basis. Many of them are unable to come to a campus or vocational-technical center regularly or for extended periods of time. Yet their needs for education andtraining may be as great as the needs of persons in the traditional age group.

We do not yet know precisely what needs and demands for adult and continuing education existin Montana. The growth of further education will be a response to new and growing needs, andthe programs and courses offered will be largely unfamiliar. It is necessary then, to guaranteethat they wilt reflect a concern for and a response' to the consumer's needs.

Any approach formulated to meet these needs must develop on a planned and cost effectivebasis. This calls for coordination and planning at the state and regional levels. Without suchcoordination, the programs may develop haphazardly and institutional competition rather thancooperation may be the norm. That in turn, would result in people not receiving the services theyneed.

The relalvely low rating given off-campus education by many campus constituencies in a surveywe conducted (Institutional Goals Inventory) shows that there has to be statewide leadership, ifthese opportunities are to be available to the people of Montana.

16. In order to plan for the orderly growth of adult and continuingeducation in Montana, a Statewide Association for Adult andContinuing Education should be established.

a. Membership:

(1) all public institutions of postsecondary educa-tion.

(2) private institutions of postsecondary educa-tion should be invited to participate.

(3) the Commissioner of Higher Education and theSuperintendent of Public Instruction.

(4) other state agencies involved in delivery ofeducational services to adults, such as theEducational Broadcasting Commission, shouldbe invited to participate.

b. Staffing: the Office of Commissioner of Higher Educa-tion should serve as the secretariat to the association,

c. Functions:

(1) develop a state plan for adult and continuingeducation for submission to the state post-secondary planning agency.

(a) division of the state into institutionalservice areas for adult and continuingeducation

(b) in each service area a Regional Coun-sel for Adult and Continuing Educa-tion should be formed. All institutionsoffering postsecondary programs

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3 EDUCATIONAL POLICIES1111111114.111111.1111111110MONER

should be invited to participate. Thisshould be a voluntary consortium toassess needs and determine the mosteffective delivery system. TheRegional Councils will be advisory tothe participating institutions of post-secondary education and to the state-wide consortium.

(2) coordinate and stimulate the development ofnew delivery systems.

(3) develop a system for maintaining the records ofpersons who accumulate postsecondaryeducation through diverse approaches: coursework at institutions, work and serviceexperience, individualized study, tests, etc.

(4) develop procedures for delivery of educationalservices to areas which may lack an institutioncapable of offering a needed course or program.

(5) encourage and provide assistance to countiesand cities in the development of learningcenters for adult education in public librarieJ.high schools, government buildings, otheravailable facilities, and where appropriate,special adult learning centers.

(6) explore the need and feasibility of offering enexternal degree to incre ase accessibility ofhigher education for parsons whose workschedules, home responsibilities or geo-graphic location, preclude attendance at acampus. Such a degree might be offered on thebasis of independent study, equivalencytesting, correspondence work,. television andradio courses and brief periods of intensivestudy (weekend, short summer session) atcampuses 1r learning centers.

(7) seek federal and foundation funding to developnew systems for the delivery and evaluation ofadult learning experiences.

Educational opportunity the chance to learn is no less important for older citizens than forthe young. Every effort should be made to provide senior citizenswho wish to participate in post-secondary education with the chance to do so We suggest, therefore, that

17. The Board of Regents should give special consideration to grantingtuitionfree access to all Montana residents 62 years of age andover in all courses and units of the university system subject tospace availability.

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TENURE AND STAFFINGThe traditional functions of tenure are the protection of faculty members against violations ofacademic freedom and against arbitrary administrative actions which might jeopardizeeconomic security.

Most of the current criticisms havecome from those who see tenure as protecting incompetence,those who fear that tenure will contribute to inflexibility in a time of stable and decliningenrollments and those who view tenure as an obstacle to entry of qualified women and minoritystaff in the 1970s and 1980s.

Tenure practices vary from the University System to the community colleges to the vocational-technical centers. These practices should be thoroughly reviewed by the respective governingboards in the context of current and projected staffing patterns.

One way of promoting flexibility in staffing is by providing options for early voluntary retirement.Many colleges and universities are developing these options. It is not known how many facultywill be receptive to early retirement, but the concept has merit and should be fully explored.

Finally, it is apparent that minority groups and women are significantly underrepresented on thefaculties and administrative staffs of institutions of postsecondary education. Efforts should bemade at all levels of postsecondary education to alleviate this situation. This is a matter of equityand of assuring diversity of faculty.

We recommend that

18. Each governing board in public postsecondary education conduct athorough review of current tenure policies and the future impact ofthose policies. This review should include:a. analysis by each unit of its current and projected level of

faculty staffing, including estimates of the proportion oftenured and non-tenured faculty for the periods 1 975-1980 and 1981-1990. Analysis and estimates should bemade for each department and for the entire institution.

b. procedures and criteria by which tenure decisions aremade.

c. strategies for maintaining a healthy tenure/non-tenurebalance.

d. possible alternatives to, or modifications of, existingtenure policies and practices.

19. Governing boards should insure that procedures are established forthe evaluation of tenured faculty at least every four years usingadministration, faculty and student input.

20. Governing boards should examine the possibility of developingearly retirement plans for voluntary withdrawal from employmentfor full-time faculty at age 55 or 60.

21. Governing boards, institutions, faculties and departments shouldmake every effort to obtain and retain representation of minoritygroups, particularly American Indians and women, on the teachingand administrative staffs of all units of postsecondary educationand provide equitable compensation.

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Our institutions of postsecondary education are very intricate organizations. Students, staff,administrators, governors, alumni, public officials and an increasing number of citizens areinterested in them and asset t a demand for involvement. It is easy to underestimate the futureinfluence of any one of these groups. Yet good and efficient governance in our colleges, univer-sities and vocational-technical centers will depend upon a reasonable and clearly understoodallocation of responsibilities to make the structure of authority credible for each of these groups.

NEW LEGAL STRUCTUREThe Montana Constitution, which became effective on July 1, 1973, provided a new system ofgovernance for public postsecondary institutions. The single governing board for all of publiceducation was replaced by a Board of Public Education and a Board of Regents. The Regents weredelegated "full power, responsibility and authority to supervise, coordinate, manage, and controlthe Montana University System." The Regents also share responsibility with local boards of trus-tees for governance of community colleges. The Board of Public Education, in addition to itsresponsibilities for primary and elementary schools, was designated by statute as the StateBoard for Vocational Education with program and budget control of postsecondary vocational-technical centers. The Constitution also created a State Board of Education, consisting of themembers c' the Board of Regents and the Board of Public Education. This board is charged withplanning, coordinating and evaluating policies and programs for the entire educational systemand with submitting comprehensive budgets for Montana public education.

The significance of the establishment of the University System in the Constitution is that it nolonger is a creature of the legislature and the basic structure of higher education is not subject toalteration by statute. In effect, higher education is a constitutional entity in the same way as thelegislature, the executive and the judiciary branches of government. In this respect, the Regentscan be described as "constitutionally autonomous."

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EFFECTIVE GOVERNANCEWhat are the characteristics of an effective system of governance? Governance should be struc-tured to protect the essential functions of higher education, including academic freedom. itshould insulate colleges and universities from political partisanship. It should always delegateauthority and operational flexibility along with responsibility. And finally, governance shouldinclude mechanisms for accountability to those whose resources support the institution.A strong board of regents with constitutional authority can provide one of the most effective safe-guards against the undermining of academic freedom and interferences of partisan politics.Along with this responsibility comes the obligation to maintain academic responsibility byguarding against the misuse of academic freedom and by assuring that higher education isconducted in an orderly and equitable manner, In order to fulfill its charges, the board must havelull authority over internal management of the System.*This includes authority

to establish goals for the system.

to provide for system and campus administrative leadership.to allocate decision-making responsibility.

to provide for decision-making processes.

to establish and eliminate institutions and programs.to receive appropriation for the system.

to reallocate funds internally without the constraints of line item and preaudit controls.The recent study of constitutional autonomy conducted by the Center for Research andDevelopment in Higher Education found "that all of the constitutional universities' studies wereabsolutely free of state control in matters related to purchasing, personnel matters, internaltransfers of money, and admissions standnrds."**

22. The Regents shouldassume exclusive authority over all matters ofinternal governance of the University System including internalallocations of funds and establishment and termination of programsand units.

ACCOUNTABILITY OF THE BOARD OF REGENTSEven a constitutional board must accountable to the public and to elected officials. Governingboards fulfill their accountability functions by (1) full public disclosure of information relevant tothe conduct of university affairs except where the rights of individuals to privacy may be involved(e.g., personnel files); (2) cooperation with the appropriate state agencies in postaudits ofexpenditures, personnel actions, purchases and in examination of effective use of resources.***The ultimate assurance of public accountability is the dependence upon the public; for funding.Audits by the executive and legislative branches of state government are the primary

'Some of his authority will, of course, be delegated to system and campus chief executives accountable to the board"L A Glenny and T K. Dalgish, Public Universities, State Agencies and the Law. Constitutional Autonomy in Decline(1973)

"'The Montana Constitution provides that "The funds and appropriations under the control of the Board of Regents aresubject to the same audit provisions as are all other state funds.- Our staff reviewed the Proceedings of theConstitutional Convention and consulted with several delegates who participated in the drafting of Article X("Education and Public Lands"). It appears that the provision calling for state audits was intended to apply only topostaudits

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GOVERNANCE 4mechanisms for assuring fiscal responsibility and expenditures in compliance with the law. Themost effective auditing methods focus upon the aggregate programs and formulae which areused in the initial allocation of funds. The least effective, and often counterproductive, auditingmethods are those which attempt to enforce line-item compliance. Such an approach involvesstate government in the internal budget operations and administration of the system and theinstitutions. It deprives those responsible for management of the flexibility to respond to rapidchanges in such matters as enrollment and costs. This flexibility is particularly important within abiennial budget which must attempt to anticipate conditions and needs two to three years inadvance of actual expenditures.

The type of accountability which we describe is the accountability for outcomes and results. Itassures the state of effective management by providing the board with the authorityto manage.Rigid and detailed controls over internal management would deprive the Regents and theiradministrative officers of necessary flexibility. Such controls make accountability difficult if notimpossible. Additionally, line-item and preaudit controls are seldom cost effective in highereducation. They tend to create bureaucratic rigidities which fail to adequately recognize thedifferences in function and management procedures between higher education and agencies ofstate government.

23. State funds for the University System should be appropriateddirectly to the Board of Regents.

24. The Board of Regents should adopt a policy of (a) full publicdisclosure of information relevant to the conduct of universityaffairs except where the rights of individuals to privacy may beinvolved, (b) cooperation with appropriate state agencies in post-audits of expenditures, personnel actions, purchases andexamination of effective use of resources.

VOCATIONAL-TECHNICAL CENTERSGovernance responsibilities for the five vocational-technical centers are currently dividedamong three authorities.

1) The Board of Public Education has been designated the governing board of the state ofMontana for vocational education. Its authority over the five centers includes

approval or disapproval over programs and budgets.

determination of student charges.

adoption of a state plan for the orderly development of vocational education.

setting qualifications of instructors as wis:1 as standards for approval of courses andprograms and a system of evaluation of vocational education.

establishing a basis for apportionment of state and federal vocational education fundswithin legislative and congressional intent.

2) The Superintendent of Public instruction is designated by law as executive officer forvocational education and administers the policies If the Board of Public Education, as wellas state and federal laws related to vocational education; is responsible for state supervisionand administration of vocational education; maintains vocational education records;provides vocational education supervisory and consultative assistance to districts, andreports the status of vocational education in the state when requested to do so by the Boardof Public Education.

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3) Local School District Boards administer the centers according to state law, policies set bythe Board of Public Education and regulations established by the Superintendent of PublicInstruction.

The Commission on Postsecondary Education believes that the management of vocationaleducation could be improved if the Board of Public Education was permitted to select its ownexecutive officer for vocational education rather that relying upon an elected official, theSuperintendent of Public Instruction. This would not preclude the board's requesting theSuperintendent to serve as executive officer should the board wish to do so.Administration of vocational-technical centers would be further strengthened by thedevelopment and publication of a policy manual. While there are uniform policies which havebeen promulgated by the Board or the Superintendent over the years, they have never beencompiled systematically in a policy manual. Such a manual is basic to sound administration. Itsabsence creates confusion and, often, unnecessary perceptions of arbitrary treatment. Also,without a manual, it is difficult for the Board to systematically reevaluate old policies anddirectives.

25. The vocational-technical centers should continue as a cooperativelocal-state system. The Board of Public Education should bedesignated as the board for vocational education.a. Present local tax support should continue in addition to

state and federal funding.b. Administvative coordination by the local board of

trustees should continue with state control ofprogramming in order to be more responsive to theneeds cf Montanans.

c. An equitable method of financing construction offacilities for the centers should be developed.

d. The Board of Public Education, in consultation with theExecutive Officer and the center directors, shoulddevelop a policy manual for vocational-technicalcenters. The policy manual should specify standardprocedures for administration of the centers including:

(1) program development, approval and review.

(2) responsibilities of the executive officer.

43) responsibilities of center directors.(4) personnel policies.

(5) policies regarding purchase or lease of land orfacilities, including capital improvement pro-jects.

(6) policies regarding the appointment of advisorycommittees to the centers.

(7) admissions.

(8) accreditation.(9) budgeting procedures.

(10) student services, including placement.(11) student charges.

(12) policies to be left to the discretion of the centeradministrators.

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GOVERNANCE 4(13) other matters which the Board may deem

necessary to assure standard and equitableprocedures in the governance andadministration of the centers.

(14) periodic review of all of the above

26. The Board of Public Education should employ, from among qualifiedapplicants. the executive officer for vocational education. Theexecutive officer should employ an administrative staff.

Finally, college,who participaterestructuring ofa restoraticn of

university or vocational-technical center governance should itself educate allin it. Each system of governance should be conceived as part of the broader

the ways in which people deal with people It is our hope that the outcome will bepublic confidence and revitalized learning.

STAFFINGIn order to effect systemwide governance, boards and their executive officers must haveadequate professional staff comparable to the institutional administrative staffs. Withoutcompetent professional staff, system offices cannot provide leadership and coordination,develop management information systems, exert a significant influence in the program andbudget review processes, improve management or represent the systems adequately to externalgroups such as the state legislature.

The Commissioner of Higher Education should always be an educator of the highest profes-sional caliber. The background, experience and perspective required for this position issimilar tothat expected of college and university presidents.

27 In order to attract the most qualified persons to the position of Com-missioner of Higher Education, compensation and fringe benefitsshould be, at least, equal to that of the best compensated unitpresident.

Under the new Constitution, the Commissioner's office is the key to systemwide governance ofthe University System. Yet the office is currently functioning with about the same staffing thatexisted prior to the Constitution under the relatively weak Executive Secretarysystem. There isan urgent need for augmentation of the Commi3sioner's staff.

28. The Commissioner of Higher Education should be provided with thestaff necessary to fulfill his responsibilities in postsecondaryeducation.

EVALUATIONAccountability and effective governance requires that administrative officers,. as well asteaching staff, be evaluated systematically. One way to provide for evaluation is to appointsystem and campus chief executives for a fixed term of office. This allows the governing boardand the executive board regular opportunities for assessment. Without such a regularized

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approach, these assessments tend to take place only in times of crisis and then to be neglecteduntil the next crisis.

Just as accountability should begin with the chief executive, it should extend to all thoseaccountable to this individual. There should be regular evaluation of all administrative staff.The concepts of accountability and evaluation should not be viewed as harsh or punitive. Thebasic objective of evaluation is improved performance. It can also improve vommunication. Ifevaluations are thorough. fair and conductedwith a reasonable degree of sensitivity, they shouldresult in improved morale.

29. The Commissioner of Higher Education, unit presidents of theUniversity System, and directors of vocational-technical centersshould be appointed for five-year terms. Their respective boardsshould conduct a thorough evaluation of those chief executiveofficers which would include consultation with faculty, students,staff and community persons, prior to deciding whetherto make anoffer to re-appoint. Evaluation should occur at least every five yearsbut may take place at any time the board deems necessary. Fiveyears should be a normal period of appointment and should notpreclude dismissal of a system or unit chief executive after a shorterterm.

30. , System and campus chief executives should develop criteria andprocedures for periodic evaluation of their professionaladministrative staffs.

CENTRALIZATION AND DECENTRALIZATIONThe need for system leadership and some centralized direction in the University System and theVocational-Technical Centers is counterbalanced by a need for flexibility at the institutionallevel. Excessive centralization can delay decisions, deprive institutions of the capacity to respondto legitimate demands and contribute to an impersonal educational environment. Excessivedecentralization puts parochial interests before broader needs and often leads to duplication andwaste. The state-level governing boards should seek to balance system authority and institu-tonal autonomy and to provide students, faculty and administrators at all levels with an appro-priate role in governance. If this balance is to be achieved, the governing boards will have toexamine carefully their administrative structures from time to time.

31. The Board of Regents 6.1d the Board of Public Education shouldconduct a comprehensive review of the arrangements forgovernance of the postsecondary institutions under their juris-diction at least once every five years. Students, faculty andadministrators should participate in the review. The boards shouldalso use consultants from outside the systems.

32. The Board of Regents and the Board of Public Education shouldschedule at least one meeting each year devoted to an examinationof major issues in postsecondary education nationally and inMontana. This should be a seminar meeting with no business onthe agenda. It should utilize experts from Montana andelsewhere tomake presentations on subjects and trends of importance.

33. Each board should incorporate as a regular feature of its meeting aconsultation period for discussion ofa current issue or problem in

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education which is not necessarily relatedto the business items onthe agenda. The consultation might center on a presentation by thestaff or an invited consultant with opportunity for questions anddiscussions.

33

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Planning is the key to a responsive, efficient and accountable postsecondary education system. Itis the principal mechanism for defining the public interest in postsecondary education, forproviding a basis of evaluation and accountability, forcontrolling programs and resources and forcoordinating institutions. The planning process can also be an effective vehicle for institutionalself-renewal, adaptation to changing needs, encouragement of interinstitutional cooperationand assessment of changing conditions and trends and their implications.

We need effective state planning for postsecondary education which will embody the followingcharacteristics:

a. comprehensiveness it incorporates public and private colleges, proprietary institutionsand any other postsecondary programs and resources.

b. long- and short-range components.

c. participation open to all persons in the postsecondaryeducation system, to the public andto elected leaders.

d. qualitative deals with substantive issues as well as quantitative projections of enroll-ments and costs.

e. critical and future oriented questions basic assumptions and avoids automatic andmechanistic extrapolation of past and present trends into the future.

Like many states, Montana has not had effective planning for postsecondary education. Theplanning which has taken place has been on an ad hoc basis and has been fragmented, dealingwith particular sectors rather tnan with the total postsecondary education system. Becauseplanning has not been continuous, there has been littleongoing data gathering and assessing oftrends. As a result, policymakers have often been forced to act on inadequate information;political, rather than educational, considerations have frequently been dominant. Additionally,when the state embarked on long-range planning by the creation of the Commission on Post-secondary Education, the data base had to be totally constructed or reconstructed at great cost tothe state and the institutions of postsecondary education.

We believe that the most important thing we can do is to leave the state with a viable planningprocess. Such a process would equip Montana to respond to future conditions and needs, some

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of which we cannot even anticipate in 1974. After all, just a few years ago. who anticipatedSputnik, the Vietnam War, campus disruption, th'3 environmental crisis, the leveling-off anddecline of student interest in higher education and the energy crisis? Yet, each of theseoccurrences has had great impact upon postsecondary education. In short, even good plans donot make the future predictable. But a good planning process creates a capacity to respondpromptly and surely to the unknown conditions of an uncertain future.

SUGGESTED GUIDELINE FOR PLANNINGThere are two types of state planning for postsecondary education.

Long-range (strategic) planning deals with the state goals for postsecondary educationand the roles and functions of all postsecondary institutions and agencies. It defirips thestate's fundamental approach to postsecondary education. It usually occurs at 5 to 15 yearintervals and is frequently conducted by a special ad hoc commission, such as theMontana Commission on Postsecondary Education.

Short-range (tactical) planning is planning which takes place within the framework ofthe long-range plan. This is a continuous process in which specific problems and issuesrelated to the achievement of the long-range plan are identified and studied in short(usually one- to two-year) cycles. Because short-range planning is continuous, it must bethe responsibility of a permanent board, commission or agency.

Effective state planning must use both the short- and long-range approaches. It should involvethe public institutions and, when appropriate, private institutions of postsecondary education, Pswell as interested state agencies involved in higher education. It should be concerned withimplementation of long-range goats, projections of enrollments and costs, program needs,program review, budget formulae, management systems and other subjects.

In order to carry out periodic in-depth reviews of postsecondary education, we recommend that

34. Long-range study and review be conducted at eight-year intervalsby an ad hoc commission of public lay representatives appointed bythe Governor. The commission should consist of an odd number(but no more than 1f) persons, and should include ex-officiomembership from the State Board of Education. The commissionshould complete its task within one year.

Continuous updating and review of the long-range plan, and the academic programs that give itsubstance, should be carried out by the responsible operating agencies. We recommend that

35. The Board of Regents and the Board of Public Education, shouldestablish schedules whereby all programs under their respectivejurisdiction are systematically reviewed. An explicit determinationregarding continuance, modification or termination should bereached at least once every five years for university and four-yearcollege programs, and once every two years for vocational-technical and community college programs.

36. At the state level, program review for the community collegesshould be the responsibility of the Board of Regents, except withmpect to federally funded vocational-technical prograMs whichmust be reviewed by the Board of Public Education also.

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Alin1. wwwwwilisiwurrimmmgmegponiPLANNING 5

37. Each program should be reviewed on an individual basis Fullydocumented findings should be presented to the boards for action.

38. Appropriate criteria for the review of existing programs will bedeveloped over a period of time and will be subject to change asconditions alter. Therefore, we hesitate to specify them but believethey should take account of the following factors:a. number of graduates from the program in each of the last

five years.

b. number of students enrolled in the program for each ofthe last five years, rate of completion, the rate ofattrition, ratio of enrollment to degree productivity.

c. the number of students not enrolled in the program butwho were served by it for each of the last five years.

d. the size of classes identified as integral elements in theprogram.

e. for colleges, universities and community colleges, costper credit hour of the courses identified as integralelements in the program (upper division, lower divisionand graduate).

I. for vocational-technical centers, cost per contact hoursfor courses identified as integral elements in theprogram.

g. cost per program graduate.

h. faculty/instructor workloadi. faculty/instructor qualifications.j reputation and intrinsic value of the program.k. positions achieved by graduates of the program.I. positions attained by persons enrolled in the program

who may have achieved their educational objectiveswithout completing requirements for the degree orcertificate.

m. total production of graduates in theprogram area fromall institutions in the state (and when appropriate, in theregion and/or nation).

n. economic and/or qualitative improvements which mightbe achieved by consolidation and/or elimination oftheprogram.

o. general student interest, evaluation and demand for theprogram; morale of students in the program.

p. indicators of present and future demand for graduates ofthe program.

q. appropriateness of the program to the mission of theinstitution.

r. any needs for other programs of higher priority whichmight be funded fully or partially from savings realized bydiscontinuance of the program under review.

-Program" refers to a series or sequence of courses leading to a certificate or degree, or designed to prepare studentsfor immediate employment or occupational upgrading.

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s. adequacy of support services, particularly library,laboratory and educational facilities.

t. compatibility with state plans.u. similarity to programs offered at any of the other units.v. relevance of the program to its objective.

39. In addition, the following criteria should be applied to the review ofgraduate programs by the Regents:

a. average time of completion of those to whom the degreehas been awarded

b. benefits accruing to the institution and the stateindependent of enrollment or degree production.

c. proportion of departmental resources devoted to theprogram.

d. sources of funding state, federal, etc.e. qualifications of faculty.f qualifications and backgrounds of students attracted to

the program.

g. relationship to the impact upon undergraduate program.

h. availability of similar graduate programs at other units.

In view of mounting costs and the urgent need to concentrate on those programs that areimportant both to the state and its people, no time should be lost in carrying out a detailedprogram review. The procedure must be orderly if all interests are to be heard from and if theprocess is to be credible. Therefore, we recommend that:

40. The following procedures be used in review of existing programs:a. Governing boards should identify programs to be

reviewed and establish a review schedule.b. Review should begin at the institutional level where the

program should be assessed according to a criteriaestablished by the boards. Institutional review shouldinclude administrators, faculty and students. Wh.nreview is completed at the institutional level, resultsshould be forwarded to the governing board's executiveofficer with the institution's recommendations forcontinuance, discontinuance, modification or pro-visional status. The latter should be recommended andgranted only when a program is relatively new or whenthe additional time will be used to develop informationwhich does not exist or is not available. Provisionalstatus should be requested for a specified time period.

c. The board's executive officer should conduct anindependent analysis of the materials submitted by theinstitution. if necessary, the analysis may include theviews of outside consultants. The executive officershould present the recommendation with supportingdocumentation to the board. If it is not in agreement with

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PLANNING 5the recommendation of the institution. the i?xecutiveofficer should notify the institution of the reasons insufficient time for the institution to prepare a rebuttal tothe board or to withdraw its recommendation

d The governing board should review all materials andrecommendations, request whatever additional in-formation may be needed and vote to continue, dis-continue, modify or place the program on provisionalstatus for a specified period of tone.

41 The Board of Regents and the Board of Public Education shouldbegin systematic review of existing programs as soon as feasible.

42 Existing program review in the University Systemshould begin withreview of all Ph. D programs, considering first those which areoffered in the same disciplines at both doctoral-grantinginstitutions and all graduate and undergraduate programs ineducation. All these programs should be reviewed by July 7. 1977The commission recognizes the difficulties in getting the full andcomplete cost and benefits to the taxpayer, studentsand faculty ofgraduate programs and duplication, but strongly urges thatduplication and numbers of graduate programs in the UniversitySystem be re-evaluated with special attention by the Regents toAppendix A-9 of this report,

43. Special review of programs outside the established scheduleshould be initiated at anytime at the request of the governing board.the executive officer or the institution offering a program.

Equally careful scrutiny should be given to new programs

44. Responsible boards should carefully review proposed newprograms prior to their initiation Clear criteria for review should beestablished by the boards and regularly criticized in the reviewprocess In setting review criteria, we urge the boards to considerthe following factors.a Objectives of the new program.b. Need for the program,

(7) Evidence of student demand (students current .ly enrolled at the institution requesting theprogram; students in other institutions whohave indicated they would participate in theprogram; community or regional demand; othersources).

(21 When applicable, indicate potential employersof persons trained in the program area whohave requested establishment of the programand their specific employment needs. Includeany other documentatiurr of need for graduatesof such a program manpower projections, etc

c. Detailed survey of similar programs that are offeredwithin the state (and, for graduate programs. the region,

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5 PLANNING...Mine.

1 The potential impact the program may have onother programs at the institution, especially interms of funding, facilities, faculty andstudents.

(21 The potential effect on similar programs offeredby other institutions. (Supporting documentsfrom other institutions should be included.)

d. Description of the program as it relates to the mission (orrole and scope) of the institution.

e. Students to be served

(1) Anticipated enrollment for a five-year period bylevel.

(2) Ultimate enrollment goal for the program.(3) Rationale for these projections.

1. Provisions for institutional review of the quality of theprogram, which would include student achievement andfaculty performance.

g. Costs of the new program.

(1) Estimate of start-up (first year) costs. Howmuch of the costs would be absorbed in currentbudgets, and how much additional fundingwould be required? Identify the sources ofadditional funding.

(2/ Estimates of anticipated cost and anticipatedincome of the program for the four years follow-ing its first year. Explanation of the rationale forthese estimates.

h. Faculty staffing needed for the program, includingadditional staff requirements and costs of additionalstaff.

i. Additional facilities, including library equipment, class-rooms and office space that are required, and their costs.

Present faculty. facilities, equipment and library whichwill support the program; compare them to known oranticipated standards for accreditation.

k. New courses and the frequency with which they will beoffered throughout the first five years.

1. Requirements for the degree or certificate.

m. Supporting courses in other departments.n. Existing programs for which the new program would

offer supporting courses.

o. Procedure used to develop the proposal, includingparticipation of students, faculty, community, advisorycommittees, etc.

Prior to approval of new programs, particularly invocational-technical and some professional areas, itshould be ascertained whether a comparable accreditedprogram is offered in a private or proprietary institution

P.

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PLANNING

in the state. If such a program exists and if it is of highquality, the feasibility and possible cost-savings ofcontracting for the program should be thoroughlyinvestigated. Even if the cost per student is similar orhigher, savings may be achieved by avoiding publicexpemditure on buildings and equipment.

q. Cost to student.45. The following procedures should be used to initiate proposals for

new programs.

a. Normally, proposals for the new programs should beinitiated by the institutions. However, the governingboard or its executive officer might, from time to time,identify a state need for a program and request one ormore of the institutions to prepare proposals.

b. Proposals should be sent from the institution to thegoverning board's executive officer, who should conductan independent analysis, using independentconsultants when appropriate. If the executive officer'srecommendation is contrary to that of the institution, theinstitution shouldbe notified and given sufficient time toprepare a rebuttal or to withdraw its proposal.

c. The board should review all materials submitted by theinstitution and the executive officer prior to reaching adecision.

46. All materials used in program review should beopen and accessibleto the public.

47. One intent of a workable review program should be to alleviate un-necessary duplication of courses and programs in all units of thepublic Dostsocondary system.

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The state's support, expressed as a percentage of the total state general fund appropriation, hasdeclined each year since 1969-70 as health care, other institutions and important social andpolitical problems have competed with postsecondary efiuc.ation for state tax dollars. Werecognize that the state's revenues are limited. However, we believe that the state shouldcontinue as the principal source of support to education, since the benefits of education enrichthe lives of all Montana's citizens. We believe, too, that state funds should be disbursedefficiently and equitably. Therefore, we recommend that

48. The state continue to assume the major responsibility for financingpublic postsecondary education.

49 Continuous statewide planning should be the responsibility of theState Board of Education.a. The State Board when acting as the state long-range

postsecondary education planning agency, shouldappoint an advisory committee on planning which meetsthe representation requirements of section 1202 of theEducation Amendments of 1972.

b. The State Board, or its advisory committee on planning,should be designated the state agency to receive federalfunds under Section 7202 and Title X of the EducationAmendments of 1972.

c. The Commissioner of Higher Education should bedesignated administrative officer of the state long-rangeplanning agency for postsecondary education.

d In order to avoid duplicative information gathering, theadministrative officer should contract with the executiveofficer for vocational-technical education for collectionof data related to postsecondary vocational-technicalcenters.

L/1411143

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50. State support of operating expenses of postsecondary educationshould take two basic forms..

a. direct institutional support through appropriations to theinstitutions andlor their governing boards.

b. direct student support through student financialassistance.

STUDENT FINANCIAL ASSISTANCEMontana does not have a student financial assistance program based upon need. The StudentResource Survey found a considerable shortage of student financial aid for certain categoriesofstudents. If institutions or programs are terminated or transferred, there will be additional needfor assistance, particularly for students who can no longer live with their parents while attendingpostsecondary institutions. The nine percent gap in postsecondary attendance rates betweenstudents who live near an institution andstudents who do not could probably be narrowed by theprovision of aid.

We believe that a state scholarship program (within the framework of the federal studentincentive grant igram) is the best solution to this problem. Under the education amendmentsof 1972, the federal government will provide matching funds for states establishing a scholar-ship program. If Montana had such a program, the state would receive up to sixty thousanddollars (depending upon the state contribution) in 1974-75. We recommend, therefore, that

51. Montana establish a state scholarship program and participate inthe federal student incentive grant program. The program shouldprovide for grants to students which are applicable to tuition orliving costs at institutions within Montana.a. Undergraduates and vocational-technical students in

public postsecondary education should be eligible toparticipate in this program.

b. Grants should be based upon need.c. Priority in the awarding of grants should be given to

(1) students whose educational programs aredisrupted by termination of an institution orprogram.

(2) students who must change their place ofresidence to attend postsecondary education.

d. Grants or vouchers should be awarded directly tostudents.

e. This program should be funded initially at a level ofapproximately $120,000 (50% state funds, 50% federalfunds).

f. Tin Commission for Federal Higher Education Programsshould administer this program.

The state statute creating a state work-study programshould be funded.

9.

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FINANCING 6If it is decided that scholarships are to be awarded directly to students on the basis of need, werecommend that all students be eligible. regardless of the form of governance under which theirinstitution operates. A program permitting participation of students in public and private highereducation would broaden student options considerably and maximize the use of educationalresources. The provisions of the federal program do not permit inclusion of students attendingproprietary schools. We recommend that

52. Students attending Carroll College, College of Great Falls, andRocky Mountain College, be eligible for participation in any stateprograms which award financial assistance c 'rectly to students.

Currently the Board of Regents of Higher Educationadministers a ucholarship program, and theMontana Legislature has authorized, but not funded, a work-study program. The Regents grantone scholarship to the ranking honor student in each Montana graduating class having 25 orfewer graduates. They grant an additional scholarship to the next ranking student for eachincrement of 25 graduates in the class. In this program, the recipient receives no funds; thescholarship waives the student's fees at a unit of the Montana University System.If the state decides to support all these programs, Montana will have taken a first step towardoffering a broad program of student financial assistance and greatly increasing student accessand choice.

STUDENT CHARGESStudent charges affect both access and the need for financial assistance. Therefore, greatcaution should be used in raising charges further. This is important particularly in the UniversitySystem, where charges have increased significantly in recent years. We reaffirm that studentsshould contribute to the direct costs of their education, but we also stress that such chargesshould be raised only after student resources have been studied to determine the impact of suchcharges and the possible needs they may create for student financial aids. Therefore, werecommend that

53. Students in state institutions of postsecondary education contri.bute to the direct costs of their education. However, studentcharges should not be raised until student resources have beenstudied to determine the impact of such charges.a. The graduate fees structure .thoukl be studied.b. Increases in student fees should not be usedto decrease

General Fund appropriations.

BUDGETINGAs we have indicated in the preceding chapters, all money for the Montana University Systemshould be appropriated to the Board of Regents. Money might be designated for each unit, but the

`This would probably require constitutional amendment.

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6 FINANCING

Regents must have authority to transfer the system's financial, human and capital (equipment)resources to avoid the possibility of their being wasted or not fully used.Such authority is especially important during a period of fluctuating enrollments and changingprogram demands. The actions of the Regents would be subject to legislative postaudit, therebyinsuring accountability. We recommend that

54. State, executive and legislative authorities, in the exercise of theirresponsibility for budget control and audit, concentrate on programbudget review and approval, and avoid line item approval anddirectinvolvement in internal budget operation and administration of thepublic institutions of postsecondary education.

55 State funds allocated to the University System should beappropriated to the Board of Regents.

An effective budgeting process affords the state an opportunity to emphasize and rewardeconomies within its postsecondary institutions. One way to stimulate each institution of post-secondary education to rigorously examine and justify its priorities is the "zero-based" budget.This is a type of budgeting by which an institution must justify the needs of each of its programsstarting from the ground up, rather than using the current level of expenditures as a base. Suchan approach avoids the perpetuation of existing inequities and anachronisms through thefunding process. Under the zero-base budget, funding requests must relate to such programcomponents as the number of students, faculty, degrees and levels of instruction.

In contrast, Montana has used an "incremental budget" in which the beginning point forassessing the need for additional funding is the current expenditure base. Using it as a startingpoint, factors are added to take into account such items as inflation, fixed cost increases andprogram expansion.

We recommend that

56. All institutions of postsecondary education adopt "zero-based"program budgeting.

57. Budgeting formulas should take into account the different missionsand programs of the institutions of postsecondary education andthe library, laboratories and equipment necessary to supportinstitutional functions.

Since 1969-70, local support for operating community colleges has declined from 60 to 36percent of the total college budget; the rest is covered by the state. We believe that the localcommunities must contribute to the support of these institutions if they are to remain communitycolleges and that their support should not continue to decline. Therefore, we recommend

58. The ratio of state to county funding of community colleges be set at65.35.

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FINANCING 6As a precondition of sound fiscal management, postsecondary institutions should develop andperfect informational systems which determine the full cost of resources used in the process ofproducing credit hours, degrees and certificates. We recommend that

59. The units of the Montana University System use a uniform systemof accounts as prescribed by the American Council on Educationand endorsed by the American Institute of Certified PublicAccountants. Where necessary, the Statewide Budgeting andAccounting System should be modified to accommodate thesenationally recognized requirements for college and universityaccounting.

60. Institutions and units of postsecondary education should continueto develop and refine uniform standards, definitions and proceduresthat will find the full cost of resources used in the process ofproducing instructional outcomes, including student credit hours,courses, degrees and certificates. As far as possible, thisinformation should be compatible with the work being carried on bythe United States Office of Education and the National Center forHigher Education Management System.

61. For the immediate future, adult and continuing education shouldcontinue to rely upon student fees and the county mill levies.However, there should be provisions for fulland partial fee waiversfor persons who cannot afford adult education. One way to financesuch waivers is by setting aside a percentage of income over andabove the expenses incurred in current course offerings forwaivers. This procedure is frequently utilizedto finance low enroll-ment courses.

62. :tate funds should be provided to institutionsand system offices forthe development of management information systems.

Since fewer and fewer new people will assume academic positions in higher education in thecoming years, one source of new blood, new ideas and reform will be greatly reduced. Somediscretionary funds for institutionally initiated and approved projects will be needed to maintain amomentum of improvement. We believe that relatively modest incentives can producesignificant results. Therefore, we recommend that

63. Funds equivalent to one instructional FTE faculty position begranted to each unit of the University System for each 2,500students or part thereof. The additional funds would be used forcurricular reform or research related to improved instruction.

In Chapter III, we recommended establishing a Statewide Association for Adult and ContinuingEducation as an essential step in meeting the needs of populations not fully served presently bythe system. This new body can help determine required levels of state funding. The Association'self will need money to carry out this worn. Therefore, we recommend that

64. The state provide funding for the administrative expenses of theStatewide Association for Adult and Continuing Education.

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65. When the Statewide Association for Adult and ContinuingEducation has accumulated sufficient experience and informationon the demand for adult and continuing education it should assessthe need and appropriateness of state funding of programs andcourses.

FACULTY COMPENSATIONThe quality of postsecondary education ultimately depends upon the quality of the staffs of eachinstitution. In the long run it is virtually impossible to maintain a quality staff unless staffmembers are paid at a level comparable to what they would receive at like institutions. Whensalaries are relatively low, the superior faculty and administrators tend to leave.We believe that governing boards should play a larger role in determining salary increases. Suchincreases should reflect system and institutional priorities. Equity and merit increases shoukt beemphasized, as well as cost of living augmentations. We recommend that governing boards setsystemwide priorities for increases in faculty compensation.

66. Immediate and first priority of all Commission recommendationsregarding the University System should be to give attention toimproving significantly, faculty, administrative and staff salariesand benefits.

67. Faculty, administrative and staff salaries and benefits in Montanahigher education should be in parity with those provided forcomparable services in comparable institutions. Salaries amongsimilar units should be more uniform.

68. The governing boards of public postsecondary education shouldconduct periodic surveys to compare the compensation paid tofaculty, administrators and other staff, with levels of compensationof persons with similar responsibilities in similar postsecondaryinstitutions, government and the private sector.

69. Governing boards should set systemwide priorities for increases infaculty compensation.

70. The Regents should emphasize immediately, equity and meritincreases in their priorities for faculty compensation in theUniversity System. Recommendations for merit increases shouldbe the sole responsibility of the dean of the school or the presidentof the institution.

In conclusion, we call attention to three related issues. the need to carefully monitoradministrative costs; the desirability of some private financing for public postsecondaryeducation, and the possibility of rebating some property tax revenues to communities whichsupport community colleges.

71. Administrative support costs should be carefully reviewedto insurethat they are commensurate with the size of the institution and thenumber of students being served.

72. Private foundations of individual postsecondary institutions shouldbe encouraged to develop income for the supplemental programs.

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FINANCING 6Income from these foundations should be considered additionalincome and should not be used to reduce the General Fund appro-priations.

73. The community college districts should be allowed up to a six millpermissive levy for the maintenance and operation of these schools.

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7INSTITUTIONS AND

THEIR MISSIONS

Montana is rich in the variety of its postsecondary educational resources. The state offers itsprospective students a choice of three public systems the Montana University System with sixunits, three community colleges, five vocational-technicalcenters; three independent colleges,and more than thirty proprietary schools. We believe the mission and function of each of thesesystems is important.

Before exploring possible changes within the systems, we should make clear our beliefs aboutMontana's need for institutions of various types and their fundamental character. Werecommend that

74. The primary mission of each institution of public higher educationbe the education of undergraduate students.

76. Since a clear need for each exists, there shouldcontinue to be threetypes of public institutions of higher education:a. Community Colleges. These institutions provide the

opportunity for many students to receive two years ofacademic end /or vocational education in an area closeto their home communities at a reduced cost to the state.Because they are limited to two-year programs, the com-munity colleges can operate at a relatively low level ofenrollment without excessive costs or undue contraintson student choice. They enhance the overall diversity ofhigher education by providing a small college environ-ment where students may be exposed to both academicand vocational programs.

b. Public Four-Year Colleges. The state colleges providecollegiate and some vocational-technical and para-professional programs in relatively small institutions.They have a regional focus and attempt to concentratetheir services on specific areas of the state. This sector

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Ar INSTITUTIONS ANDTHEIR MISSIONS

will continue to serve a significant proportion ofMontana's undergraduate students. However, this isalso the sector with the most severe lack ofuse and thegreatest excess capacity.

c. Public Universities. The two public universities willcontinue to serve most of the undergraduate students inMontana higher education. They should carry on withtheir heavy research emphasis and offer advancedgraduate and professional degrees. Generally, high-costprofessional programs should be concentrated in thp$einstitutions. The size of the universities enables them toprovide a broad range of curricular options economically.

We also believe there will be a continuing need for public postsecondary vocational-technicalcenters.

76. The role of the vocational-technical centers should remain flexiblein order to adjust to changing educational, laborand employmentneeds of the state and its communities.

77. The centers should be viewed as components of a system with eachunit specializing in certain fields with no unnecessary programduplication among the centers.

We see no reason, then, for basic changes in theoverall postsecondary education system, nor foradditional institutions. We recommend that

78. The units of public postsecondary education should maintain theirpresent admissions policies except as recommended in othersections of this report.

79. There should be no need in the present, or in the foreseeable future,for additional public postsecondary education institutions inMontana.

As detailed in Chapter 1, the most serious and immediate problem facing Montana post-secondary education is the decrease in University System enrollment in recent years.Enrollments have fallen off by thirteen percent since 1970-71; four units have experienceddeclines of more than twenty-five percent**. Fewer students are attending our colleges anduniversities. Soon this trend will be coupled with an actual decrease in the number of high schoolgraduates. The decline in the birth rate and in actual births is beginning to affect our schoolsystem and will become more pronounced in the future***. The most "optimistic" enrollmentprojection developed by the Commission's Technical Group on Student Enrollments shows thatin 1984-85 (the year before these first-graders graduate from high school) there will be sixpercent or approximately 1,385 fewer students in public higher ee: ltion than in 1973-74, ayear when enrollments were already declining. An alternateenrollment projection, based uponcurrent trends in the rate of high school graduates going on to public higher education, predictsthat there will be twenty-one percent or approximately 4,978 fewer students in 1984-85.

'See Recommendation #1, Chapter 3, Educational Policies."See Appendix A-1, Chart 1.

'See Appendix Al.-

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Present and future enrollment declines pose difficult questions for policymakers. These include

Is it educationally and economically feasible for the State of Montana to continue tomaintain a six-unit university system in the face of significantly decreased enrollments?

What factors should be taken into account in determining the number and types ofinstitutions needed?

Clearly Montanans will have to make difficult decisions as enrollments at various institutionsdrop. Any decisions reached should be based on the criteria of minimum size, access, capacity,cost and educational mission.

MINIMUM SIZEIn assessing the desirability and need for specific institutions, the issue of minimum campus sizeshould be considered. In he past a major emphasis ofstate postsecondary planning has been onlimiting the growth of institutions at specific cut-off points. The new era of enrollment stabiliza-tion and decline requires that attention be directed to the question of how small an institution canbe and still be viable. There is no precise formula for establishingminimum institutional size, butwe believe the following should be taken into account.

1. Type of institution i.e., university, four-year college, community college. The moremodest the role of an institution and the more limited its programs, the more likely is it able tomaintain quality, diversity and efficiency with a relatively small enrollment. Therefore, theminimum viable enrollment of a community college is less than that of a four-year collegewhich, in turn, is lower than that of a university.

2. Educational quality and diversity. While the minimum viable enrollment level for each typeof institution varies, each institution should maintain a level sufficient to justify adequatefaculty, programs and courses to provide students with a reasonable range of curricularofferings.

3. Efficiency. An institution must maintain enrollment at a level which achieves someeconomies of scale and a reasonable cost per student.

ACCESSIn addition to minimum viable enrollment, another factor which must be considered indetermining the need for an institution is accessibility. Would the elimination of a particular unitreduce the opportunities for higher education available to the people of the state?

In a predominantly rural state, we believe accessibility cannot be achieved by providing a collegeor university within commuting distance of every student, as some national study groups haverecommended. Even if feasible, it is questionable whether it would be beneficial unless therewere adequate enrollment to assure a reasonable range e programs. Access is not meaningfulunless it is access to programs that meet educational and career goals. No one's educational oroccupational choice should be limited by the geographical area where he or she happens toreside.

In the past, the impact of geographical proximity on access has probably been exaggerated. Thereare ways of improving access other than by providing campuses in every city or county. Theseways include:

financial assistance to compensate for the costs of attending college away from the homecommunity,

"outreach" programs which deliver education away from the campus.

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In Montana, attendance of high school graduates at institutions of higher education appears tobe only slightly affected by geographical proximity. The basis for estimating proximity waswhether a significant portion of the county in which the high school was located fell within a 40-mile radius of a university, college or community college. This rough measure indicated that therate of attendance for counties outside the 40-mile radius was only nine percent less than theattendance rate by counties within the radius. The most efficient way to deal with a differential ofthis size seems to be through student financial aid programs to reduce the cost differential forstudents who commute a great distance or change their place of residence to attend college.

CAPACITIES OF OTHER UNITSIf a campus is closed, can the other units absorb the students? Can they offer the programs at anequal or better quality?

The best indices of the capacities of public higher education show that there is significantexcesscapacity in at least four of the units of the University System. Employing current space usestandards, the University System could have accommodated 23,647 students in the fall of the1973-74 academic year.* Indeed, the system has enrolled as many as 25.000 FTE students.And this analysis does not take into account the construction projects completed during 1973-74, which add substantial capacity to at least one unit, Montana State University. if use ofspaceis made more efficient than is reflected by current standards, such as the extension of classhours, all units could accommodate more students.**

Programs must be examined on an individual basis. In higher-cost programs, there may actuallybe improvements in quality (as well as reductions in costs) which could be achieved by consoli-dation at one unit.

COSTSIn a time of scarce resources, declining enrollments and increasing demands for accountability,the maximum educational benefit must be derived for each dollar spent. This means thatunnecessary duplication should be avoided and that steps must be taken to avoid spreadingfinancial resources so thin that quality suffers. The question iswhether the elimination of one ormore units and/or the concentration of soil high-cost programs at one particular unit wouldresult in the more effective use of state resources.

For relatively small institutions, decreases in enrollment tend to result in reduced diversity ofstudent options (as faculty, programs and courses are trimmed to reflect reduced budgets), aswell as higher costs per student. That is because physical plant maintenance and other basicservices cannot be cut proportionately with decreased enrollments and budgets. Thus, it coststhe state more to offer the student less. If a university were to suffer a large drop in enrollment, asimilar situation would occur.

The following data on instructional cost per fiscal year full-time equivalent student weredeveloped by the Technical Group on Fiscal and Budgetary Information; the figures were updatedusing actual enrollments for 1973-74 academic year.

*See Appendix A-6, Chart

Since enrollments are projected on a basis of net f or headcount) students and capacity is estimated on the basis offull -time equivalent students, the space analysis understates the actual number of students which can be accommo-dated. This understatement is highly significant in view of the increasing number of part-time students.

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University of MontanaMontana State UniversityMontana College of Mineral

Science and TechnologyWestern Montana CollegeEastern Montana CollegeNorthern Montana College

INSTITUTIONS ANDTHEIR MISSIONS

81,713.341.614 53

2,260.471,756.121,465.451,880.21

The unit where cost per student appears to be most excessive is Western Montana College. Thisinstitution operates exclusively in the teacher education and liberal arts areas which arenormally low cost programs. The costs at the two universities are rather low, primarily becausethey maintain a viable enrollment level. In comparison, theyare even lower, because their costincludes not only the low-cost programs in education and liberal arts, but high-cost graduate andprofessional programs, as well. The cost per student at Montana College of Mineral Science andTechnology is partially explained by the institution's emphasis on the more expensive engin-eering and science programs, though this does not mean that economies could not be achieved.The costs at Northern Montana College are influenced by the vocational-technical programs,which are also normally more expensive than liberal arts offerings.

EDUCATIONAL MISSIONIs the unit fulfilling a mission which is vital to the state and which could not be undertaken orabsorbed by another campus? This question is closely related to "Capacities of Other Units"discussed above. However, one issue that must be addressed before considering thecapacitiesof other campuses is whether the state and its student: need the program at all. This question isparticularly relevant to some education programs which are generally underenrolled, and reflectreduced student demand and declining state, as well as regional and national needs tor teachersin the future. In other program areas where a societal and student need exists, the issue is whichunit can offer the program at the highest quality and greatest efficiency. For example, weseriously questioned the need for engineering programs at two units and we explored thepossible educational and economic gains of consolidating all engineering programs at onecampus where the related support programs mathematics, chemistry, physics, computerscience, etc. would be available to all engineering students without duplication. This was oneof several alternatives considered.

POLICY OPTIONSApplying all of the factors described above minimum campus size, access, capacity of eachunit, costs and educational mission, we have concluded that the Montana University Systemmay face grave decisions regarding the futures of some campuses. When enrollments dropbelow the minimum viable level, the following policy options are available:

1. Status quo. This is, of course, the least disruptive course of action in the short run. It is alsovery expensive, cost per student will continue to increase as economies of scale are lost. Thisoption is also most likely to result in deterioration of quality and of student curricular choices.Faculty, courses and programs will have to be continuously trimmedas costs rise and enroll-ments continue decl:me or even if they remain stable. The excessive costs of maintain-ing an institution at r low enrollment level will damage theother units by draining resourceswhich could be used more economically elsewhere.

2. Maintain the institution at a guaranteed level of funding. This would mean moving awayfrom the enrollment-based budget. It would insure the institution of a sufficient funding tomaintain faculty, programs and courses regardless of the number of students served.

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However, it would be even more expensive than option 1 and would demand a largerproportion of the total funds available for higher education.

3. Add new programs. This is the typical response of an institution in enrollment trouble. If theneed for new programs is clearly demonstrated and the institution is the most capable ofproviding the programs, this can be an option. However, the primary objective in addingprograms should be to meet student needs in the most efficient manner and not to bolsterenrollments.

4. Change the institutional mission. Complete reorganization of a unit is feasible when there isa demonstrated wed for some new kind of institution. However, physical plant and staffwhich have been assembled for a specific purpose are not easily converted.

5. Close the institution. This is obviously the most difficult and most painful option. It is fraughtwith political hazards and involves serious economic dislocations for individuals and com-munities. Yet, from an educational and fiscal point of view, this is the only rational optionwhen none of the alternatives described above is acceptable. The short-run dollar savingsare not always dramatic, particularly when bonds must be paid off. However, in the long runthis may be the only way to achieve educational quality and cost-effectiveness.

ROLE AND SCOPEThe following recommendations specify the role and scope of each of our institutions of publicpostsecondary education, and establish cirteria for monitoring these institutions and theirmissions in the future.

80. These considerations should be utilized in determining the need foran institution of higher education..a. role of the institution in maintaining and improving

access to postsecondary education.b. present and potential size of the institution;

(1) must be large enough to assure students of arange of programs and courses of an adequatequality and with a diversified curriculum.

(2) must be large enough to utilize resourceseffectively.

c. needs of individuals and society for programs and ser-vices offered.

d. capacity of other institutions to absorb students andprograms, if necessary, with equal or less cost to thestate or the student.

81. On the basis of the above considerations, the Commissionrecommends that:*a. Since Western Montana College has reacheda stage in

enrollment deficiency and financial deficiency seriousenough to warrant special attention by the Board ofRegents of Higher Education, the Regents re-evaluatethe institution's programs and re-assess its mission sothat the most creative and imaginative educational useof existing facilities can be achieved for Montana's totalinstitutional needs. The Regents should closely monitorthe enrollment and financial aspects of Western

"See Roll Cell Votes. Appendix 1

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Montana College and consider closure, if that decisionbest serves the interest of the total University System.

b. If enrollment at Northern Montana College falls sub-stantially below the current level. the Regents should re-evaluate the feasibility of continuing to operate thecollege as presently constituted

c. The Regents should explore the possibility of theacquisition of Me College of Great Falls as a 7th unit ofthe University System to be a four-year college withinthe state system.**

82. The role and scope of the remaining institutions of public highereducation should be as follows:a. Eastern Montana College

(1) Should offer undergraduate instruction in theliberal arts and sciences and in teacher train-ing; should offer the associate degree.

(2/ May develop additional majors in the arts andsciences but only as demonstrated needsdevelop.

(3,1 Should carefully control A4asfr's degree pro-grams; the emphasis should be to provideservices to practicing teachers.

(4) Should not offer the doctorate but may, throughparticipation in consortia with the University ofMontana and/or Montana State University,offer some courses and programs leading to thedoctorate. This option should be utilized only inareas of special strength (such as specialeducation) when the need for a program can bedemonstrated and when Eastern MontanaCollege's participation will enable the state toavoid duplication of faculty and facilities.

b. Northern Montana College

(11 Should offer baccalaureate programs inteacher training and vocational education, andone- and two-year programs in selective voca-tional and preprofessional fields; should offerthe associate degree.

(2) Master's degree programs should be limited tothe special needs and clienteles of the college'sservice area with emphasis upon providingservices to practicing teachers.

c. Montana College of Mineral Science and Technologyshould remain a highly specialized institution forinstruction and research related to the mineralsindustries and supporting disciplines,

(1l Emphasis in the non-technical, supportingdisciplines should be in those areas of the socialsciences and humanities which bestcomplement the technical aspects of the

'See Roll Call Votes, Appendix"See Roll Call Votes, Appendix I

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7 INSTITUTIONS ANDTHEI:1 MISSIONS

institution's primary mission: political science(science and public policy), economics(minerals economics and the economics oftechnological development), and sociology(technology and society). Instruction in suchhumanistic disciplines as English and historyshould be retained, as it is essential to anybaccalaureate program, but the Regents shouldre-assess the efficacy of BA programs in thosefields at Montana Tech.

(2) Montana Bureau of Mines and Geology shouldremain in Butte to strengthen its educationalprograms while improving research capabilitiesof the Burnau.

d. Montana State University

(t) Should offer a broad range of undergraduateprograms in the liberal arts and sciencesteacher training, agriculture, engineering andselective professional areas, as well as theassociate degree.

(2) Should provide graduate instruction, researchand public service.

(3) Should share with the University of Montanaexclusive authority in public higher educationto award the doctorate. However, doctoralprograms should be offered in a limited numberof carefully selected disciplines except for suchspecialized programs which may be retained atMontano College of Mineral Science and Tech-nology.

(4) Should provide four-year and graduateprograms in engineering and have exclusivejurisdiction over the Ph.D.

(5) Ph.D. and Master's programs shouldemphasize the special character of the landgrant university and the special needs of thestate and region.

e. University of Montana

(1) Should offer a broad range of undergraduateprograms in the liberal arts and sciences,teacher training and selective professionalareas, as well as the associate degree.

(2) Should provide graduate instruction, researchand public service.

(3) Should share with Montana State Universityexclusive authority in public higher educationto award the doctorate. However, doctoralprograms should be offered only in a limitednumber of carefully selected disciplines.

(4) Ph.D. and Master's programs should relate tothe special needs of the state and region.

`See Roll Call Votes. Appendix 1.

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INSTITUTIONS ANDTHEIR MISSIONS

(5) Should remain the states most compre-hensive institution of higher education.

f. Dawson College, Flathead Valley Community Collegeand Miles Community College.

(7) Should offer instruction through the secondyear of college.

(2) Programs may include collegiate courses fortransfer to four year institutions; instruction invocational and technical courses leading toemployment; general or liberal arts coursesand a particular concern for community andarea services.

(31 Should grant the Associate Degree in Arts andScience and certificates in technical andvocational fields

Closing an educational institution is no easy matter for the personnel, for the community or forthe state. We recommend adoption of the following policies with regard to institutional closures,now or in the future.

83. If a unit of postsecondary education is closed, the state shouldattempt to find an alternate use for the physical plant.

84. If a unit of postsecondary education is closed or if a program isterminated or transferred to another unit, students who are dis-located as a result of such actions should receive full credit by theaccepting institution for previous work. They should be able tocomplete their degrees in the same amount of time that would havebeen required had they completed their work at the institution inwhich they had previously enrolled

85. If a program is transferred from one institution to another, facultyshould normally be given the opportunity to transfer.

PROPRIETARY EDUCATIONAnother source of educational opportunity in Montana is proprietary education which offersoccupational preparation courses usually of short duration. By its very nature, it tends to respondto the ebb and flow of the job market.

Proprietary schools may be expected to operate as long as the demand for their servicescontinues because of the type of training offered and the limited clientele served. Theseinstitutions must remain responsible to the state with respect to standards of instruction andprogram content, conditions of facilities and accurate descriptions of program offerings,placement success and job promises in advertising and promotion. The state in turn, shouldrecognize the contribution of proprietary education, particularly in its postsecondary educationplanning.

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7 INSTITUTIONS ANDTHEIR MISSIONS

Therefore, we recommend that

86. The Legislature provide adequate funding to assure that the Depart-ment of Business Regulation can fulfill its responsibilities withrespect to regulation of proprietary schools.

87. Proprietary schools should be included in future long- and short-range state planning for postsecondary Education in Montana.

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HEALTH CAREEDUCATION

in examining Montana's health care education needs we were guided by the following under-lying assumptions:

That quality health care is a basic right of all Montanans.

That poor distribution of health care personnel, rather than shortages, is generallyspeaking the most serious deficiency in Montana's health care delivery system, especiallyin rural areas.

That future needs, especially for Montana's health care facilities, are, in some cases,difficult to project, since ever-changing federal regulations such as those which relate toMedicaid/Medicare require different levels of care, which almost always call forincreasing numbers of and more highly trained health personnel on a resident or consultingbasis.

That a national health insurance plan, which appears inevitable, may change the health caredelivery system in the United States and will doubtless require the training and em-ployment of more and more health care personnel.

Furthermore, the projection of future needs in the education of health care professionals at alllevels for the state of Montana is complicated by two factors:

(1) Patterns of patient care are changing, responsibilities of the various professions andspecialities in the allied health field are being altered and, therefore, educationalprogramsmust change. It is very possible that in the future there will be demands for types of alliedhealth workers which do not exist today.

(2) Action by the federal government has had, and will continue to have, profound effects onhealth care and the related educational programs. These effects taketwo forms: one throughfederal requirements for licensing, certification or participation in federal programs; and theother through massive shifts or withdrawals of funds in and out of various educationalprograms. No one has been able to predict when or where these changes will occur; the onlything that can be predicted with certainty is that there will continue to be uncertainty as faras federal action is concerned.

An extremely important part of health care education for Montana students is carried on byprofessional schools and health care facilities outside of the state. Without the population base

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8 HEALTH CAREEDUCATION

SIP

necessary for conventional, full-fledged schools of medicine,dentistry and veterinary medicine,the State must rely on its neighbors for education in Ors° professions and in some specializedsupport fields. Medical education relies primarily on the Washington, Alaska, Montana, IdahoMedical Education Program (WAMI), operating out of the University of Washington. Other areasrely on the subsidized exchange programs &Tonged by the Western Interstate Commission forHigher Education (WICHE).

If a single overriding problem can be identified, it is that of access to theseprograms by Montanestudents, particularly those seeking training in human medicine, veterinarian medicine anddentistry. In many cases the real bottleneck, both for the student wno wishes to pursue tcparticular career and for the state which needs trained people in alt health care areas, appears tobe obtaining admission to an out-of-state professional school or internship program. There is arapidly accelerating trend for these institutions to admit fewer and fewer out-of-state students,and at the same time, to expect the sending state to pay an amount closer to full cost of theeducation or training program. Montana must protect opportunities for health care educationwhich are not available in the state, and this will probably take the form of "buying" (at the fulleducational cost) places in out-of-state professional schools and training programs. Thealternative is that the access of Montana students to these programs will become increasinglydifficult and perhaps even cease. Therefore, we make the following recommendations affectinginterstate programs:

88. Support should be given to the Washington, Alaska, Montana,Idaho Medical Education Program (WAMI) and the Legislatureshould appropriate the necessary amount of dollars each year tokeep it working in this state. However, financial support should becontingent upon a written guarantee from the University ofWashington School of Medicine that the full number of up to 80qualified medical students will actually be admittedwithin the nextfour years.

89. The WAMI program should make a systematic effort to IntroduceMontana's medical students to rural areas during the communityclinical phase of their education, rather than concentrating them inthe urban areas of the state. A system providing for forgiveness ofeducational loans in return for practicing medicine in rural areasshould be devised for WAMI.

90. Montana should continue supporting the Western Interstate Com-mission for Higher Education (WICHE) Student Exchange Programend increase its level of support as required. The Regents shouldconsider a system which takes into account the variability in theeconomic needs of Montana students attending out-of-statemedical, dental and veterinary medical schools with a provisionwhich would require (in some instances) repayment to the state ofthe amount the state pays to meet out-of-state tuition costs. Itshould include, too, a loan forgiveness feature contingent upon aperiod of practice in Montana once the education has beencompleted.

91. The Montana State University System should be encouraged toseek new models of interstate cooperation in veterinary medicineeducation.

92. The Commission refers the recommendations of the TechnicalGroup on Health Care Education to the governing boards of post-secondary education to be considered In conjunction with theirresponsibility for review of new and existing programs.

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HEALTH CARE 8EDUCTION

After reviewing the needs and educational programs in health care support and relatedprofessions, we recommend that

93. Efforts be made to develop flexibility in nursing programs fromLicensed Practical Nurse (LPN) to baccalaureate degree nurses.This would include efforts to make it possible for LPN and AssociateDegree nurses to enter baccalaureate programs, receiving credit fortheir previous training.

Changes in the health care field occur so rapidly that persons in it must work constantly to keepcurrent. The State should do its share to keep medical practice abreast of contemporarystandards. Therefore, we recommend that

94. All health care personnel have available to them, and beencouraged to participate in, adequate continuing education and in-servics training programs.

95. All potential sources for continuing education should beinvestigated Montana Medical Education and ResearchFoundation (MMERF), the University System, the vocational-technical centers and the allied health and professionalassociations and a coordinating system should be designated toaccommodate continuing health care education in the total healthcare field

96. The Montana University System and the Department of Institutionsshould coordinate long-range planning in program and facilityneeds toward the objective of sharing resources, to achieve both thecustodial and health care aims of the institutions and the clinicaland other educational aims of the University System.

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9NATIVE AMERICANS

AND POSTSECONDARYEDUCATION

For the sake of Montana's native peoples, and as a measure of the state's dignity, it is time to stopthe learned rhetoric and to start learning action in early, basic and higher education. NativeAmerican education is so far in the past that it cannot wait on the future. For most of the nativepeoples of Montana there is no "today" in education. The evidence is uncompromisingly clear:Native American learners are caught in a network of mutually reinforcing handicaps rangingfrom material poverty to racism, illness, geographical and social isolation, language and culturalbarriers, defect° segregation and simple hunger.

Native Americans not only need but want better schooling. They must have it, and they musthave it immediately. We are convinced of their need for better schoolingon their own terms witha major voice in the determination of objectives, active involvement in program development andstrengthening of their own cultural base. And they must have better schooling both asindividuals and as families.

Formal schooling for Native Americans must become more relevant to their values, customs andhistorical perspectives. This relevance is necessary for those making their initial forays intofurther education. It requires a strengthening of their own heritage as an anticline to the cult, iraishock that awaits them or may have already brought them down. Improvedcourse offerings inthe Native American's cultural heritage are needed at all stages of education with particularemphasis on language, history, religion and social, political and recreational pursuits.If we succeed in this, the energy now expendedon distrust and hostility may be rechanneled intoa healthy pluralism. We recommend, therefore, that

97. The State Board of Education and the Montana postsecondaryinstitutions fully implement the mandate of the new MontanaConstitution (Article X, Sec. 2) through continued expansion ofinnovative projects and existing Indian programs.

98. Montana postsecondary institutions should develop a set of insti-tutional goals and objectiwys relating to Native Americans whichwould include, but not be limited to, welfare of students,educational programs, Indian community activities, etc.

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9 NATIVE AMERICANSAND POSTSECONDARYEDUCATION

99. Funding for Native American Studies Programs shouldbe increasedbased on Indian student needs, population and the number ofMontana Indian communities to be served. The criteria for futurestate funding and for establishing programs shoula be based oneffective administrations, research activities, curriculum develop-ments and support services, etc.

100. Postsecondary institutions should support financially, Future NativeAmerican cultural activities on campus (museum exhibits, pow-wows, student conferences, art and cultural functions, etc.) thesame as other school functions during the academic year.

101. Postsecondary institutions and concerned state agencies shouldsupport the new Indian Culture Master Plan for the Education ofPublic School Teachers (11B 343, HJR 601andprovide assistance forits implementation.

To achieve the goals we consider essential for an effective relationship between the post-secondary education system and the Native American population, clear policy for positive actionmust be established. We recommend that

102. The Board of Regents and the Board of Public Education revieweducational policies as they relate to Indian students and initiate thenecessary action to insure that the educational needs of the NativeAmerican people are being met.

103. The Board of Regents should appoint a standing subcommitteecomposed of Indian educators, tribal representatives and con-cerned people to review financing and administration ofinstitutional programs for Native Americans andto deal with issuesaffecting the concerns of Montana Indian communities.

104. Student financial aid officials (tribal/ institutional/federal) shouldmake a responsible effort to develop new aid programs or a newstatewide Indian financial aid formula on behalf of Indian student!attending postsecondary institutions, taking into considerationtreaty rights, tribal grants, state fee waivers, economicopportunitygrants, legislation, etc.

105. Directors of college work-study programs should develop a policywhich affords the Indian student an opportunity to work on or nearreservations under the guidelines of the federal work-studyprogram.

106. The Board of Regents should review the State Indian Fee Waiverand recommend to the legislature any reform needed to make thewaiver applicable to all tribal Indian students.

If we hope to buttress native pride and adaptability, we must begin when the critical aspects ofpersonality formation are underway and must remain fixed on this objective throughout latereducation. Interracial tolerance, understanding and mutual respect cannot come about unlesswe help learners to achieve personal security and self-esteem from thevery beginning. We needto establish mechanisms that will insure achievement of these purposes, and to this end, werecommend that

107. Presidents and/or directors of postsecondary institutions create an

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Ainismoomenirwomer

NATIVE AMERICANSAND POSTSECONDARY

EDUCATIONImmealNIIIMI=11111r

Indian Review 3oard with membership selected with theassistance of responsible tribal and urban Indiangroups. The Boardshould address itself to issues and problems confronting post-secondary institutions and Native American communities.

108. Those institutions having significant Indian studentpopulations orIndian community involvement shouldprovide special services (skillclasses, cultural classes, Indian counselors, tutors, etc.) forstudents imeding this type of program.

109. Provision should be made for Indian students to have access toqualified Indial counselors (for at least 4 years)as well as tutors (forat least 2 years) to assist them in adapting to the foreign environ-ment of the institution.

110. An effort should be made by officials of student health services todevelop a uniform Indian student health plan in coordination withthe Indian Public Health Service.

111. The Commissioner of Higher Education should seek funds tofinance an annual conference on Native Americans in post-secondary education. Participants should include representativesof postsecondary institutions, Indian students, Montana Indiancommunity people, state educational officials, etc.

112. All postsecondary institutions should develop and maintain data onIndian students and Indian community projects for the purpose ofpublic accountability.

113. The Commissioner of Higher Education should evaluate insti-tutional programs for Indians and make recommendations for in-suring full and acceptable participation in theseprograms by Mon-tana Native Americans.

114. The Board of Regents should develop an annual report concerningNative Americans in postsecondary education to be disseminatedstatewide.

Another guarantee of effective Native American programs is adequate Indian representation inpolicy and operating positions in the state. We recommend that

115. The Governor appoint a Native American to the Board of Regents776 The Board of Regents should seek funds from the Legislature for a

permanent Indian staff member in the office of the Commissioner ofHigher Education for the purpose of coordinating Indian affairs andprograms at postsecondary institutions.

117. All postsecondary institutions should make an immediate effort toemploy qualified Indian faculty and non-instructional staff on alllevels.

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10ACCOUNTABILITY

While the word "accountability" is fairly new in educational circles, the fundamental concept isnot. The basis of accountability is responsibility; the basic question it raises is 'Who is account-able, to whom and for what?"

In earlier times, accountability in postsecondary education usually meant the responsibility ofinstitutions to use funds, particularly public funds, to achieve the general purposes for whichthey were appropriated. This was a narrow concept of accountability that related to costaccounting and fiscal reporting. More recently, the concept of accountability has taken on abroader meaning encompassing all aspects of the postsecondary educational system costs,educational effectiveness and the mutual and interacting responsibilities of all participants inthe system, i.e., students, faculty, administrators, board members, the public and its electedleaders

We endorse the broad concept of accountability. We believe that if accountability is to bemeaningful, it should pervade every level and function of postsecondary education. It is for thisreason that many of the preceding chapters contain recommendations for strengthening ac-countability, including

:Statements of gods (Chapter I) and institutional missions (Chapter VII) which set forth theresponsibilities of our system of postsecondary education and of each component.

Recommendations regarding the rights and responsibilities of governing boards and theirchief staff officers (Chapter IV).

Proposals for systematic evaluation of chief administrative officers of the institutions andtheir staffs (Chapter IV).

Periodic review of the arrangements for governance of postsecondary education (ChapterIV).

Responsibilities and criteria for planning and reviewing new and existing programs(Chapter V).

Responsibilities for improvement of the educationalprocess for assuring cooperation be-tween postsecondary and secondary education and for the improvement of counseling(Chapter Ill).

6$/ 69

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10 ACCOUNTABILITY

Responsibilities for reviewing tenure and staffing procedures (Chapter III).

Responsibilities for financing postsecondary education and for providing equal accessthrough student Mid (Chapter VI).

Responsibilities for full disclosure of costs and expenditures and for cooperation in post-audits (Chapters IV and VI).

We recognize that the executive and legislative branches of government need more detailed andsophisticated information on the use of resources in postsecondary education. We believe thatthe work of our Technical Group on Fiscal and Budgetary Information has provided the mostdetailed and comprehensive data ever produced on the costs of postsecondary education inMontana. Yet much more needs to be done to refine this information and to insure that,henceforth. it will be collected systematically and continuously its we recommended in Chapter6. The collection and publication of this type of data will provide a more rational basis for policy atthe slate level, improve internal management of the institutions and increase public confidencein postsecondary education.

Beyond the issue of costs is the issue of value received. The current trend in accountability is tofocus upon outcomes and results and to attempt to relate them to relevant inputs dollars,personnel. instructional techniques, etc. In other words, in addition to knowing how much itcosts, there is a need to know what has been achieved in terms of educational effectiveness. Inone of its last reports, the Carnegie Commission recommended examination of accountability interms of "value added" what the student gains as a result of the educational effectiveness. Atthe present time we can measure student gains in credit hours or degrees, but these tend to beindicators of persistence rather than of actual learning. A related problem is that credits anddegrees do not reveal the effectiveness of postsecondary education in its non-instructional func-tions such as research and public service. Therefore, better indicators of the effectiveness of ourpostsecondary institutions mug: be developed.

As these new indices of effectiveness are developed and we believe they will be developed itis important that they take into account the diversity of postsecondary institutions and theirmissions. Different standards of accountability should be applied to universities. state colleges,community colleges and vocational-technical institutions. Accountability should not becomeuniformity. However, this does not mean that procedures for disclosing and reportinginformation should not be as compatible as possible.

118. The state planning agency for postsecondary education shoulddevelop a comprehensive, compatible management informationsystem.

a. The elements in the system should be those withreasonable potential for direct use by the units, systemsoffices, boards and by state government for policy andplanning purposes.

b. All elements put in the system should be as compatibleas possible.

c. Dual or duplicate systems are extremely expensive tomaintain and should be avoided.

Accountability to the public and its representatives at the state level must be complemented byaccountability at the institutional level. We behave that explicit statements of rights and respon-sibilities for each of the internal constituencies of postsecondary education can contribute toaccountability.

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ACCOUNTABILITY 1 0119. Governing boards should develop statements of rights andrespon-

sibilities for members of the institutions (inducing faculty,students, administrators, staff and trustees) along the linessuggested in the Technical Report on Accountability..

Accountability of postsecondary education to the publicand its representatives.

Accountability of postsecondary education to the student.

Accountability of the individual (faculty, students, staff) tothe institution.

120. The Board of Regents should be encouraged to publish an annualreport on its activities including its financial status, as well as thegoals and objectives of higher education in the state. This reportshould be made available to the Legislature each December.

A system of accountability will protect the interests of all involved in postsecondary educationand facilitate cooperation for greater educationaleffectiveness. Equally important is the fact thatthe process of accountability stimulates individuals and institutions to think about and explainwhat they do and why; thereby. it encourages constructive change. We agree with the recentstatement of a national study group on graduate education:

While accountability is often perceived as a threat, it can also be regarded as a challenge.Those who ask institutions of advanced learning to justify themselves, are, by that very deed,offering such institutions a chance to engage in self-study, and are, in addition, providingfaculties and administrations alike with a way of achieving unified visions of purpose... .

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11ADDITIONAL

RECOMMENDATIONS

in preceding chapters we have suggested policies for some of the needs confronting Montanapostsecondary education. More importantly, wv have recommended processesparticularly incoordination and planning by which Montana might better meet the needs of our people forpostsecondary education in the future.

During our final deliberations, we recognized three issues which we had not included in the DraftReport. The first is the issue of intercollegiate athletics. Its resolution requires leadership,courage and sensitivity on the part of the higher education community. We recommend,therefore, that

121. The Board of Regents require all institutions participating in inter-collegiate athletics to use a uniform accounting system developedby the Board of Regents.

122. Student funding of intercollegiate athletics should be controlled bythe students through student government. The administration ateach institution can establish the athletic gate charge for thestudent body based upon the student funding.

123. An effort should be made to coordinate the total physical educationprogram at each institution including recreation, intramural sports,intercollegiate athletics and physical education.

124. State appropriated funds should be limited to the following aspectsof the intercollegiate athleticsprogram: (1) salaries of staff such asathletic directors. trainers, coaches, equipment managers andoffice secretaries (2) payment of travel expenses of staff membersauthorized to attend officially scheduled meetings or to accompanyathletes for officially scheduled events away from home (3)maintenance of the appropriate physical plant including utilities (4)office supplies and equipment (5) conference dues and assess-ments (6) payment of student athlete's labor at the same rate as paidto other students for employment in bona fide positions.

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11 ADDITIONALRECOMMENDATIONS

125. In addition to the implementation of the above recommendations,the Board of Regents should undertake an in-depth study of inter-collegiate athletics in postsecondary education immediately. Thestudy should include the impact of Title IX (equal opportunity forfemale participation) on the total physical education programincluding intercollegiate athletics.

At the public hearings held during September, 1974, we listened with interest to the proposalthat community college instruction could be delivered on the Ellackfeet Reservation. While timedid not permit an examination of sucn a proposal in detail, we believe the underlying principlehas merit. Therefore,

126. The Commission accepts in principle a Ellackfeet CommunityCollege. This institution should receive its direction and policydetermination from an accredited community college.

Finally, in view of the recommendations which call for no immediate change in the status quo ofthe University System, we wish to emphasize that merely allowing the units of higher educationto survive, is insufficient. Each unit must be funded at a level which assures students of a highquality of education.

127 The Montana Commission on Postsecondary Education stronglyrecommends that the people of the State of Montana, the Governor,the Legislature and the Board of Regents support each unit at aviable level, allowing it to fulfill its mission without loss of quality,since the status quo and current funding trends are inadequate. Werecommend further, that the current budget of the Board of Regentsbe revised upward.

'See Roll Call Voles. Appendix I

74

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AAPPENDIX A

SUPPLEMENTARY DATA

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APPENDIX A-1

CHART I

UNIVERSITY SYSTEM ENROLLMENT DECREASES,1970-71 THROUGH 1973-74 (FYFTE)*

1970-71 1973-74 %DecreaseUM 8,809 1_,312 5%

MSU 8,479 8,174 4%

MCMST 951 683 28%WMC 1,224 721 41%EMC 3,937 2,815 28%NMC 1,552 1.067 31%

University System 24,952 21,824 13%

In Montana, an undergraduate student who carries 15 credit hoursor a graduate student who carries 12 credit hours i5considered a Full Time Equivalent (FTE) student To obtain the FTE enrollment ofan institution, the total student credithours produced in each of these areas is divided by either 15 or 12. then totaled. Fiscal YearFullTime Equivalent(FYFTE) enrollment is the average number of FTE students attendingan institution during the entire academic year --fall, winter, spring and summer

76

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APPENDIX A-2

CHART II

UNIVERSITY SYSTEM FALL ENROLLMENTS,1970-71 THROUGH 1973.74 (FTE)*

1970.71 1971-72 1972-73 1973-74UM 8,387 8,666 8,557 7,939MSU 8,412 8,319 8,060 8,207MCMST 1,006 905 785 733WMC 1.131 1,034 877 706EMC 3,832 3,277 2,594 2,536NMC 1.469 1,368 1,065 982

In Montana an undergraduate student who carries 15 credit hours or a graduate student who carries 12 credit hours isconsidered a Full -Tune Equivalent (FIE) student To obtain the FTE enrollment of an institution, the total student credithours produced in each of mese areas is divided by either 15 or 12, then totaled

77

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APPENDIX A-3

CHART Ili

UNIVERSITY SYSTEM ENROLLMENTSFALL, 1974 (FIE)

Lower UpperInstitution Division Division Graduate TotalUM 4,810 2,680 691 8,181MSU 5,651 2,559 320 8,530MCMST 580 156 11 747WMC 445 253 31 729EM:: 1,727 864 85 2,676NMC 741 195 15 951

UniversitySystem 13,954 6,707 1,153 21,814

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APPENDIX A-4

LOCAL ENROLLMENT -MONTANA UNIVERSITY SYSTEM AND COMMUNITY COLLEGES

University of Montana

Undergraduates from Missoula CountyFreshmen from Missoula CountyFirst time beginning freshmen from area of proximity*

Montana State University

Undergraduates from Gallatin CountyFreshmen from Gallatin CountyFirst time beginning freshmen from area of proximity

Montana College of Mineral Science and TechnologyUndergraduates from Silver Bow CountyFreshmen from Silver Bow CountyFirst time beginning freshmen from area of proximity

Eastern Montana College

Undergraduates from Yellowstone CountyFreshmen from Yellowstone CountyFirst time beginning freshmen from area of proximity

Northern Montana College

Undergraduates from Hill CountyFreshmen from Hill CountyFirst time beginning freshmen from area of proximity

Western Montana College

Undergraduates from Beavernead CountyFreshmen from Beaverhead CountyFirst time beginning freshmen from area of proximity

Dawson Community College

Undergraduates from Dawson CountyFreshmen from Dawson CountyFirst time beginning freshmen from area of proximity

Flathead Valley Community College

Undergraduates from Flathead CountyFreshmen from Flathead CountyFirst time beginning freshmen from area of proximity

Miles City Community College

Undergraduates from Custer CountyFreshmen from Custer CountyFirst time beginning freshmen from area of proximity

21.30%19.26%73.94%

15.88%1 1.ork87.82%

66.7%72.9%38.76%

60.68%66.73%

42.92%

38.60%37.60%44.05%

32.86%27.21%62.66%

58.20%57.73%

71.42%

90.24%84.89%70.20%

76.47%60.92%

54.44%

'The Area of Proximity is composed of each county which has a significant portion failing within a 40 -mite radiusof theinstitution.

79

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APPENDIX A-5

CHART IV

ASSIGNABLE ACADEMIC SQUARE FEETMONTANA HIGHER EDUCATION*Public Colleges (using factor of 93 sq. ft per FTE)

Montana College of Mineral Science & TechnologyWestern Montana CollegeEastern Montana CollegeNorthern Montana College

Total

Public Universities (using factor of 114 sq. ft. per FTE)

University of MontanaMontana State University

Total

Community Colleges (using factor of 103 sq. ft. per FTE)

Dawson CollegeMiles Community CollegeFlathead Valley Community College

Total

Total Public Higher Education

Public CollegesPublic UniversitiesCommunity Colleges

Total

1,259 FTE capacity1,609 FTE capacity2,800 FTE capacity1,991 FTE capacity7,659 FTE capacity

6,652 FTE capacity8,145 FTE capacity

14,707 FTE capacity

391 FTE capacity368 FTE capacity522 FTE capacity

1,281 FTE capacity

7,659 FTE capacity14,707 FTE capacity

1,281 FTE capacity23,647 FTE capacity

"Assignable academic square feet- is a rough but generally accepted standard for determining full-time equivalent(FTE) student capacity. !Hakes into account classrooms. libraries, labratortes and office space but does not includespace used for support or auxiliary services or the physical condition of facilities. The institutional FTE capacities aboveare based upon the following space utilization standards

Classrooms 30 hours per week at 60% occupancyLaboratories 20 hours per week at 80% occupancy.

These standards could be raised, thereby increasing institutional capacities.

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APPENDIX A-6

BONDED INDEBTEDNESS - MONTANA UNIVERSITY SYSTEMInstitution Issued Redeemed to Out3tanding

June 30, 1973 June 30, 1973UM $24,767,000 $4,379,000 820,388,000MSU 33,101,000 7.646.000 25,455,000EMC 6,401,000 1,165,000 5,236,000NMC 6,064,000 2,398,000 3,666,000WMC 2,312.000 437,000 1,875,000

MCMST 1,450,000 108,000 1,342,000

Source. State of Montana, Financial Report, 1972-73

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APPENDIX A-7

MONTANA AND NATIONAL BIRTH RATES

YearLive

BirthsBirthRate*

EstimatedMid-Year Population

NationalBirth Rate*

1940 11,468 20.5 559,456 19.41941 11,545 21.8 530,000 20.31942 11,735 23.5 500,000 22.21943 11,407 24.3 470,033 22.71944 10,943 22.5 487,300 21.21945 10,601 21.0 504,600 20.41946 12,858 24.6 521,900 24.11947 15,086 28.0 539,200 26.61948 15,035 27.0 556,500 24.91949 15,366 26.8 673,800 24.51950 15,592 26.4 591,024 24.11951 15,929 26.7 596,000 24.91952 16,479 27.4 602,000 25.11953 15,596 26.9 616,000 25.11954 17,276 27.7 624,000 25.31955 17,454 27.4 636,000 25.01956 17,703 27.0 656,000 25.21957 18,219 27.3 667,000 25.31958 17,275 25.9 666,000 24.51959 17,646 26.4 669,000 24.01960 17,448 25.9 674,767 23.71961 17,368 25.5 682,000 23.31962 16,818 24.7 709,000 22.41963 15,934 22.5 707,000 21.71964 15,094 21.4 705,000 21.01965 13,641 19.3 706,000 21.71966 12,623 18.0 702,01D0 18.41967 12,087 17.2 701,000 17.81968 11,992 17.3 693,000 17.51969 11,762 16.9 694,000 17.81970 12,622 18.2 694,409 18.41971 12,347 17.4 710,000 17.31972 11,444 15.9 719,000 16.8**1973 11,392 15.8 721,000 15.0**------- -^

Per 1.000 esumated PoPulahon

"ProwstonaiSource Montane Department of Health, June, 1974.

82

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Page 80: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

Deg

ree

Pro

gram

s

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Page 81: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

Deg

ree

Pro

gram

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Page 82: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

Deg

ree

Pro

gram

sD

egre

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rant

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Page 83: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

1966

-67

1966

-67

Deg

ree

Pro

gram

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rant

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197

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Page 84: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

otoM

ON

TA

NA

ST

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Deg

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Page 85: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

Deg

ree

Pro

gram

sD

egre

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rant

ed66

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67-6

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Page 86: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

Deg

ree

Pro

gram

s

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1966

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Page 89: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

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Page 91: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

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Page 93: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

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Page 94: DOCUMENT RESUME ED 099 040 Montana Commission on Postsecondary Education. Final … · 2013-10-24 · DOCUMENT RESUME ED 099 040 JC 740 481 TITLE Montana Commission on Postsecondary

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B

APPENDIX B

STAFF ANDTECHNICAL REPORTS

)0a/103

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APPENDIX B

STAFF REPORTSTitle

Staff Report #1Review of Prior Studies of Montana Postsecondary Education

Staff Report #2Montana Postsecondary Education: Issues and Questions

Staff Report #3Montana Postsecondary Education Today

Staff Report #4Student Needs and Resources in Montana Postsecondary Education (SRS)

Staff Report #5Goals for Montana Higher Education: A Survey of 12 Academic Communities

Staff Report #6Educational Plans of Montana High School Seniors

Staff Report #7Vocational-Technical Student Survey

Staff Report #8Issues in Governance, Planning and Coordination

Staff Report #9Montana Proprietary Schools

Staff Report #10The Montana Native American and Postsecondary Education

Staff Report #11Staff Recommendations Presentedto the Commission on Postsecondary Education'

Staff Report #12Commission Recommendations and Their Development Draft Report

Staff Report #13Faculty Compensation in the Montana University System:A Regional Analysis

TECHNICAL GROUP REPORTSTechnicsTechnicsTechnicaTechnicaTechnicsTechnicaTechnicaTechnicaTechnicaTechnicaTechnica

104

Report on AccountabilityReport on Adult and Continuing EducationReport on Faculty ResearchReport on Fiscal and Budgetary InformationReport on Health Care EducationReport on Independent Higher EducationReport on Manpower PlanningReport on Programmatic PlanningReport on Relations Among Postsecondary UnitsReport on Relations Between Secondary and Postsecondary EducationReport on Student Enrollments

Author

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

Staff

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3

r%PAPPENDIX C

MEMBERSHIPOF TECHNICAL GROUPS

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APPENDIX C

AccountabilityBill Groff, ChairmanJo Ellen Estenson, Staff Liaison

Lucille AltDennis BlackketterLarry J. BlakeEinar BrostenGalen BummerMt: -or BurtRow,..rt Conno leLa Rayne DeJulesMaurice DriscollJud FlowerLoren FrazierJohn GieseJohn GiopJames GrahamJ. Les Graham

Harding HansonKenneth W. HeikesEarl HeplerLorraine HackettJames HoffmanJerald HudspethBruce JohnsonCharles KintzHarrison LaneMarie LarishDon LilesJack MorrisonBruce MoyerRichard McConnan

Adult and Continuing EducationGeorge Bandy, ChairmanBeth Richter, Staff Liaison

Burl WinchesterLarry J: Blake

Faculty ResearchNorman Taylor, ChairmanRichard Bechtel, Staff Liaison

Kenneth BandelierGary BeaverHorace BorchertFrank Diebold

John Giese

Charles HolmesRoy HuffmanDonald W. McGIRshanPaul E. Miller

Fiscal and Budgetary informationJack Noble, ChairmanRichard Bechtel, Staff Liaison

,rancis BardanouveVictor D. BurtWilliam EricksonKenneth W. Heikes

Health Care EducationSidney Pratt, ChairmanBeth Richter, Staff Liaison

C. LeRoy AndersonBarbara CreboMary Jane CrigierIrving DaytonJohn Delaney

106

William JohnstoneWilliam KorizekCal MurphyRon Near

Sharon DiezigerJud FlowerJames GouauxCharles KittockSister Mary Carol Conroy

Robert J. McRaeFloyd NobbsTom NopperRichard RoederLarry RooneyIrvin ScheidtW. Dewey SkeltonCarl SpintiKoehler S. StoutDale TashJohn TibbsJohn Van deWeteringC. Robert WatermanAlan Zetler

Richard Gretch

Lawrence K. PettitGary StrobelHelen Wilson

Vic SibertDaryl SorensonLeo WalchukRay Worthington

Loren McKerrowCarl SpintiLarry ThomasWayne E. Thompson

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APPENDIX C

Independent Higher EducationHenry Burgess, ChairmanJo Ellen Estenson, Staff Liaison

Pat Lee John StewartAl Small

Manpower PlanningFred Barrett, ChairmanJo Ellen Estenson, Staff Liaison

William BallMelvin CottrellDavid Fuller

Harry GaghenJames Hoffman

Programmatic PlanningRichard Landing ChairmanJo Ellen Estenson, Staff Liaison

George BandyWilliam BallJames CareyBill ConnettIrving DaytonGene Downey

Jud FlowerRev. Lee HightowerBruce JohnsonDon KettnerDennis Lerum

Relations Among Post-Secondary Units

Harold Mc Cleave, ChairmanRichard Bechtel, Staff Liaison

Glenn Burgess Lawrence K. PettitVernon Ka.'ey Richard Solberg

James Taylor

George MitchellBenjamin A. Ulmer

Harold Mc CleaveKenneth McLeodLawrence K. PettitDale TashJames Taylor

James Taylor

Relations Between Post-Secondary Education and Secondary Education

Earl N. Ringo, ChairmanBeth Richter, Staff Liaison

Stanley A. Grout Dale JohnsonWilliam Ferguson Richard MattsonKenneth V. Egan James Nord fund

Student EnrollmentsWilliam Lannan, ChairmanRichard Bechtel, Staff Liaison

Bill Bartho tome Charles KittocfrDon Kettner

Bruce PatrickHoward Porter

Jon Pozega

'07

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APPENDIX C

Survey ResearchDale Tash, ChairmanBeth Richter, Staff Liaison

John DeeneyLoran FrazierLes GrahamDale JohnsonDave KeltzRobert Lehman

108

Dennis LerumLeo ManeyWilliam McClarenJohn MorrisonRay PeckLawrent.e K. Pettit

A:ma RogerSister Carol Ann Rich lieSam H. SperryJames TaylorFred Van ValkenburgFred Weldon

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DAPPENDIX D

PUBLIC HEARINGS HELDBY THE COMMISSION

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APPENDIX D

PUBLIC HEARINGS HELD BY THE COMMISSIONJANUARY - SEPTEMBER, 1974

.0"

City

Billings, Montana

Bozeman. Montana

Butte, Montana

Glendive, Montana

Havre, Montana

Helena, Montana

Glasgow, Montana

Kalispell, Montana

Missoula, Montana

Dillon, Montana

Great Falls, Montana

Helena, Montana

Helena, Montana

Date

January 24, 1974

February 7, 1974

February 14, 1974

February 28, 1974

March 14, 1974

March 19, 1974

March 21, 1974

March 26, 1974

March 28, 1974

April 2, 1974

April 9, 1974

September 24, 1974

September 25, 1974

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E

APPENDIX E

RECOMMENDATIONS

1 it

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APPENDIX E

GOALS

7. Our primary goal as a Commission and the primary goal of Montanapostsecondary education should be to enhance the opportunitiesfor learning available to Montanans. We are concerned about thequantity and quality of learning opportunities. And we believe thatthe learning experiences available through our institutions shouldrespect the individualism and diversity of Montanans.

In this spirit we propose the following long-range goals for Montanapostsecondary education:

Equal and universal opportunity for Montanans withmotivation and ability to benefit, regardless of race, creed,sex, age, national origin or economic status to participatein postsecondary education.

A comprehensive system of postsecondary educationwhich provides sufficient programs and experiences tomeet the needs of Montanan&

A variety of educational experiences and organizations toreflect the educational goals and learning styles of personswhose needs must be met b) oostsecondary education.

-- Commitment to the growth and self-realization of theindividual student including intellectual, personal andvocational development

Excellence in all aspects of postsecondary education,including instruction, research and public service.

Coordination and planning to assure diversity, dompre-hensiveness end cooperation between units and systemsof postsecondary education and protection of the publicinterest.

Continuous innovation and self-renewal in all institutionsof postsecondary eee.corion.

Protection of acaoemic freedom and assurance ofacademic responsibility.

Flexibility at the state, system and institutional levels tofacilitate adaptation to changing circumstances.

Responsiveness to changing needs of the state, communi-ties and people of Montana, which includes bringing theresources of postsecondary education to bear upon theproblems of society.

Use of resources in the most educationally productive andcost-effective ways, including resources that exist inpeople with special skills, professional or otherwise.

Accountability which protects the rights of all whoparticipate in postsecondary education, includingstudents,. faculty, staff and taxpayers.

EDUCATIONAL POLICIES

2. Initial access to opportunity for achieving the baccalaureate degreein less than four years should be increased.

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APPENDIX E

a. The Board of Regents, the Board of Public Education, theSuperintendent of Public Instruction and the Com-missioner of Higher Education should cooperate toinsure that the opportunity for qualified high schoolstudents to earn college credits is promoted on a state-wide basis. These opportunities should include (but notbe limited to):

(1) Advanced placement. This is a programadministered by the Educational Testing Ser-vice designed to prepare high school studentsfor advanced courses when they enter enflame.Students who qualify should be given creditsand be excused from required freshmencourses.

(2) College courses. Qualified high school juniorsand seniors should be allowed to unroll con-currently in high schools and colleges and tocomplete and receive college credit for coursesprior to high school graduation.

(3) Testing. Where appropriate, students in highschool and college should be encouraged toearn college credit through the College LevelExamination Program (CLEP) and through chal-lenge examinations. Once admitted to college,students should be allowed to challenge asmany courses by examination as they choose.The level of achievement required and thegrading criteria should be the same as that forstudents who actually take the course.

(4) Early admissions. Students who are advancedacademically should be allowed to enroll incollege before completing high school.

(5) College courses at the high school. Some highschool teachers are qualified end others should"be provided training to offer freshmen levelcourses to high school seniors and any otherpotential college students. This would requirecooperation between high schools, collegesand universities, and accrediting associations.

b. The Regents and the Commissioner of Higher Educationshould encourage and seek to provide incentives forexperimentation with restructuring of baccalaureateprograms from four to fewer years without requiringcourse overloads and/or summer session attendance.

(1) If time-shortened baccalaureates are de-veloped, they should be available as options tostudents.

(2) The results of experimentation with the time-shortened bachelor degree should be rigorouslyevaluated to insure that standards of qualityand student performance are maintained at alevel equal to the traditional program.

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APPENDIX E

3. The approval of the Board of Regents should be required for:

a. any change in the number of credit hours or coursesrequired for graduation by a unit to the UniversitySystem;

b. any change in the number of credit hours or courses inspecific subject areas required for graduation by anycollege, department or other subdivision of a UniversitySystem unit.

4. Each public university and college should establish a committee offaculty, students and administrators to consider methods ofstrengthening undergraduate education including, (but not limited

a. organization of a regular caw program on teachingb. improvement of methods of evaluating teaching and

development of non-punitive evaluation designed toassist faculty members to improve teaching

c. application of new knowledge about the learningprocess as it relates to higher education

d. development of interdisciplinary theme and problem-oriented programs and courses

e. development of systems for recognizing and rewardingexcellence in undergraduate teaching

f. experimentation with new methods of evaluation ofstudent performance

g. re-evaluation of the lecture method as the dominantinstructional mode in higher education

h. evaluation of teaching by students and peers

i. opportunities for students to gain community se-viceand work experience as part of their education and forcredit

establishment of a timetable by the Regents for the workof these committees on the campuses as well as reviewof the reports of the committees a statewideconference might be desirable at some point in theprocess in order to stimulate communication betweenthe committees

k. utilization of persons outside the academic communitywith relevant work experience as teaching resources

5. The State Board of Education should immediately establish apermanent committee on relations between secondary and post-secondary education. The committee should include members ofthe Board of Public Education and the Board of Regents. It shouldpromote program articulation between secondary and postsecond-ary education and provide a forum for discussion of other over-lapping issues, problems and ideas.

6. There should be continuous liaison between the staffs of theSuperintendent of Public Instruction and the Commissioner ofHigher Education. There should be joint studies of issues of mutualconcern.

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APPENDIX E

7. The following steps should be taken to improve coordination andarticulation within the University System and postsecondaryeducata .n.

a. The Board .4 Regents and the Commissioner of HigherEducation should do all tha: is possible to assure themaximum ti insferability of credits among the units ofthe University System and the community colleges.

(1) Each institution should establish an appealprocess for students whose credits are notaccepted or are not applied to their major.

(2) After the institutional appeal process has beenexhausted there should be a procedure forappeal to the Board of Regents on issues involv-ing acceptance of credits.

b. In determining transferability of credits and courses,postsecondary educational programs should beevaluated on their own merits. regardless of the type ofinstitution (or its form of governance) in which thecredits were earned.

c. Opportunities for concurrent enrollment in the Univer-sity System and the vocational-technical centers shouldbe made easily available and encourage.

d Insofar as space and other considerations allow, the fullinstructional resources of the University System shouldbe made available to all students at all campuses. Con-current registration at two units should be permittedwithout financial penafty. Additionally, students shouldbe permitted to attend another unit for a period of onequarter or more without officially transferring.

e. The Commissioner of Higher Education should sponsoran annual conference on articulation in which facultyfrom the departments of the University System units endthe community colleges meet with their counterparts todiscuss issues of student and program articulation andinterinstitutional cooperation.

I. So far as practicable, a common system of coursenumbering and credit allocations should be developedwithin the University System and community colleges.The purpuse of this system is not to enforce uniformity incourses and content, but to identify similar courses,thereby facilitating transferability from one campus toanother. Developing and updating this system should bea function of the conference on articulation recom-mended above (with the assistance of the registrars andthe directors of admissions of the units). Private collegesshould be encouraged to participate.

All units of the University System and the communitycolleges should operate on a uniform academic calen-dar except when valid educational considerations meritan exception, or when an exception is granted forpurposes of experimentation. The Regents shouldapprove all exceptions.

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APPENDIX E

8. The State Board of Education, acting as the state planning agencyfor postsecondary education, should publish an annual compre-hensive inventory of postsecondary education opportunities beyondthe high school. It should include all programs offered in public,private and proprietary postsecondary education, procedures foradmission to all programs and institutions, information on all formsof financial assistance available to students and procedures forapplying for financial assistance. The inventory should bedistributed to all persons responsible for counseling and advisingpotential students regarding postsecondary education. Acondensed inventory should be available to all interested persons.

9. The State Board of Education, acting as the state postsecondaryeducation planning agency, should collect and/or conduct studiesof projected manpower supply and demand in cooperation withappropriate state agencies, and disseminate the results of suchstudies annually to institutions of secondary and postsecondaryeducation, in order to improve the information base upon whichstudent choices are made. In particular, the agency should projectannually the need for teachers at all levels, including county-by-county, short- and long-range projections by level and subject area.

10. The Superintendent of Public Instruction and the Commissioner ofHigher Education should sponsor an annual workshop forsecondary and postsecondary counselors throughout the state. Thepurpose of the workshop would be to provide the counselors withcurrent information on postsecondary education programs, pro-cedures for admission, student costs, financial assistance avail-able from federal, state, private and institutional sources andprocedures for applying.

11. A report on the actions of the state postsecondary planning agency(mentioned above) should be presented at this workshop. TheSuperintendent of Public Instruction and the Commissioner ofHigher Education should conduct a study into secondary and post-secondary counseling in the state.

12. The Board of Regents should seek state and external support for afund for innovation in higher education. The fund should be used tosupport innovations designed to improve the quality of education orto achieve greater cost effectiveness and productivity at the same orgreater level of quality.

13. Admission policies should not discriminate against part-timestudents or students choosing to combine or alternate educationwith other experience, such as work or travel.a. Administrative barriers and red tape should be

minimized so that the work involved in entry, exit and re-entry does not become a factor in student choices.

b. Each 9ublir institution should provide for persons toattend undergraduate and graduate courses on a part-time basis, for credit or without credit; and to take thesecourses without prior acceptance into a degree program,provided that they are able to benefit from the course andthat there is space available.

c. In assessing the ability and qualifications of studentsbeyond the traditional age of postsecondary educationattendance, institutions should place minimum reliance

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APPENDIX E

upon high school and college transcripts and shoulddevelop other indicators of motivation and ability.

d. Each institution should maintain child care foci:Fin.

e. All units of the University System should provide for un-structured independent study options for all students.These provisions should be similar to, but not neces-sarily restricted to, the omnibus option at the Universityof Montana.

14. Tuition and fee structures should not discriminate against part-timestudents. Part-time students should be charged for courses andcredits actually taken. Any mandatory fees charged for services andfacilities other than instruction should be proportionate to the part-time student's course and credit load.

15. Part-time students should be eligible for state and institutional stu-dent financial assistance programs, based on need

16. In order to plan for the orderly growth of adult and continuingeducation in Montana, a Statewide Association for Adult andContinuing Education should be established.

a. Member! up:

(1) all public institutions of postssecondary educa-tion

(2) private institutions of postsecondary educa-tion should be invited to participate.

(3) the Commissioner of Higher Education and theSuperintendent of Public Instruction.

(4) other state agencies involved in delivery ofeducational services to adults, such as theEducational Broadcasting Commision, shouldbe invited to participate.

b. Staffing: the Office of Commissioner of Higher Educa-tion should serve as the secretariat to the association.

c. Functions:

(1) develop a state plan for adult and continuingeducation for submission to the state post-secondary planning agency.(a) division of the state into institutional

service areas for adult and continuingeducation

(bi in each service area a Regional Coun-sel for Adult and Continuing Educa-tion should be formed. All institutionsoffering postsecondary programsshould be invited to participate. Thisshould be a voluntary consortium toassess needs and determine the mosteffective delivery system. TheRegional Councils will be advisory tothe participating institutionP of post-secondary education and to the state-wide consortium.

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APPENDIX E

(2) coordinate and stimulate the development ofnew delivery systems.

(3) develop a system for maintaining the records ofpersons who accumulate postsecondaryeducation through diverse approaches: coursework at institutions, work and serviceexperience, individualized study, tests, etc.

(4) develop procedures for delivery of educationalservices to areas which may lack an institutioncapable of offering a needed course or program.

(51 encourage and provide assistance to countiesand cities in the development of learningcenters for adult education in public libraries,high schools, government buildings, otheravailable facilities, and where appropriate,special adult learning centers.

(6) explore the need and feasibility of offering anexternal degree to increase accessibility ofhigher education for persons whose workschedules, home responsibilities or geo-graphic location, preclude attendance at acampus. Such a degree might be offered on thebasis of independent study, equivalencytesting, correspondence work, television andradio courses and brief periods of intensivestudy (weekend, short summer session) atcampuses or learning centers.

(7) seek federal and foundation funding to developnew systems for the delivery and evaluation ofadult learning experiences.

17. The Board of Regents should give special consideration to grantingtuition-free access to all Montana residents 62 years of age andover, in all courses an units of the university system subject to spaceavailability.

78. Each governing board in public postsecondary edcuation shouldconduct a thorough review of current tenure policies and the futureimpact of those policies. This review should include:

a. analysis by each unit of its current and projected level offaculty staffing, including estimates of the proportion oftenured and non-tenured faculty for the periods 1975-1980 and 1981 -1990. Analysis and estimates should bemade for each department and for the entire institution.

b. procedures and criteria by which tenure decisions aremade.

c. strategies for maintaining a healthy tenure/non-tenurebalance.

d. possible alternatives to, or modifications of, existingtenure policies and practices.

19. Governing boards should insure that procedures are established forthe evaluation of tenured faculty at least every four years usingadministration, faculty and student input.

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APPENDIX EAllimOmmliagghlaMmliaglAMMINIONMNIMINIIRWRINOP40111011111111

20. Governing boards should examine the possibility of developingearly retirement plans for voluntary withdrawal from employmentfor full-time faculty at age 55 or 60.

21. Governing boards, institutions, faculties and departments shouldmake every effort to obtain and retain representation of minoritygroups, particularly American Indians and women, on the teachingand administrative staffs of all units of postsecondary educationand provide equitable compensation.

GOVERNANCE

22. The Regents should assume exclusive authority over all matters ofinternal governance of the University System including internalallocations of funds and establishment and termination of programsand units.

23. State funds for the University System should be appropriateddirectly to the Board of Regents.

24. The Board of Regents should adopt a policy of (a) full publicdisclosure of information relevant to the conduct of universityaffairs except where the rights of individuals to privacy may beinvolved, (b) cooperation with appropriate state agencies in post-audits of expenditures, personnel actions, purchases andexamination of effective use of resources.

25. The vocational-technical centers should continue as a cooperativelocal-state system. The Board of Public Education should bedesignated as the board for vocational education.

a. Present local tax support should continue in addition tostate and federal funding.

b. Administrative coordination by the local board oftrustees should continue with state control ofprogramming in order to be more responsive to theneeds of Montanans.

c. An equitable method of financing construction offacilities for the centers should be developed

d. The Board of Public Education, in consultation with theExecutive Officer and the center directors, shoulddevelop a policy manual for vocational-technicalcenters. The policy manual should specify standardprocedures for administration of the centers including:

(1) program development, approval and review.

(21 responsibilities of the executive officer.

(3) responsibilities of center directors.

(4) personnel policies.(51 policies regarding purchase or lease of land or

facilities, including capital improvement pro-jects.

(6) policies regarding the appointment of advisorycommittees to the centers.

(7) admissions.

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APPENDIX E

(8) accreditation.

(9) budgeting procedures.

(10) student services, including placement.

(11) student charges.

(12) policies to be left to the discretion of the centeradministrators.

(13) other matters which the Board may deemnecessary to assure standard and equitableprocedures in the governance andadministration of the centers.

(14) periodic review of all of the above.

26. The Board of Public Education should employ, from among qualifiedapplicants, the executive officer for vocational education. Theexecutive officer should employ an administrative staff.

27. In order to attract the most qualified persons to the position of Com-missioner of Higher Education, compensation and fringe benefitsshould be, at least, equal to that of the best compensated unitpresident.

28. The Commissioner of Higher Education should be provided with thestaff necessary to fulfill his responsibilities in postsecondaryeducation.

29. The Commissioner of Higher Education, unit presidents of theUniversity System, and directors of vocational-technical centersshould b3 appointed for five-year terms. Their respective boardsshould conduct a thorough evaluation of those chief executiveofficers which would include consultation with faculty, students,staff and community persons, prior to deciding whether to make anoffer to re-appoint. Evaluation should occur at least every five yearsbut may take place at any time the board deems necessary. Fiveyears should be a normal period of appointment and should notpreclude dismissal of a system or unit chief executive after a shorterterm.

30. System and campus chief executives should develop criteria andprocedures for periodic evaluation of their professionaladministrative staffs.

31. The Board of Regents and the Board of Public Education shouldconduct a comprehensive review of the arrangements forgovernance of the postsecondary institutions under their juris-diction at least once every five years. Students, faculty andadministrators should participate in the review. The boards shouldalso use consultants from outside the systems.

32. The Board of Regents and the Board of Public Education shouldschedule at least one meeting each year devoted to an examinationof major issues in postsecondary education nationally and inMontana. This should be a seminar meeting with no business onthe agenda. It should utilize experts from Montana and elsewhere tomake presentations on subjects and trends of importance.

33. Each board should incorporate as a regular feature of its meeting aconsultation period for discussion of a current issue or problem ineducation which is not necessarily related to the business items onthe agenda. The consultation might center on a presentation by the

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staff or an invited con.1ultant with opportunity for questions anddiscussions.

PLANNING

34. Long-range study and review should be conducted at eight-yearintervals by an ad hoc commission of public lay representativesappointed by the Governor. The commission4bould consist of anodd number (but no more than 11Ipersons, and should include ex-officio membership from the State Board of Education. Thecommission should complete its task within one year.

35. The Board of Regents and the Board of Public Education, shouldestablish schedules whereby all programs under their respectivejurisdiction are systematically reviewed An explicit determinationregarding continuance, modification or termination should bereached at least once every five years for university and four-yearcollege programs, and once every two years for vocational-technical and community college programs.

36. At the state level, program review for the community collegesshould be the responsibility of the Board of Regents, except withrespect to federally funded vocational-technical programs whichmust be reviewed by the Board of Public Education also.

37. Each program should be reviewed on an individual basis. Fullydocumented findings should be presented to the boards for action.

38. Appropriate criteria for the review of existing programs will bedeveloped over a period of time aria will be subject to change asconditions alter. Therefore, we hesitate to specify them but believethey should take account of the following factors:

a. number of graduates from t! to program in each of the lastfive years.

b. number of students enrolled in the program for each ofthe last five years- rate of completionr the rate ofattrition r ratio of enrollment to degree productivity.

c. the number of students not enrolled in the program butwho were served by it for eacn of the last five years.

d. the size of classes identified as integral elements in theprogram.

e. for colleges, universities and community colleges, costper credit hour of the courses identified as integralelements in the program (upper division. lower divisionand graduate/.

f. for vocational-technical centers, cost per contact hoursfor courses identified as integral elements in theprogram.

9. cost per program graduate.

h. faculty/ instructor workload.

i. faculty/ instructor qualifications.

j. reputation and intrinsic value of the program.

k. positions achieved by graduates of the program.

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I. positions attained by persons enrolled in the programwho may have achieved their educational objectiveswithout completing requirements for the degree orcertificate.

m. total production of graduates in the program area fromall institutions in the state (and when appropriate, in theregion and/or nation)

n. economic and/or qualitative improvements which mightbe achieved by consolidation and/or elimination of theprogram.

o. general student interest, evaluation and demand for theprogram; morale of students in the program.

p. indicators of present and future demand for graduates ofthe program.

q. appropriateness of the program to the mission of theinstitution.

r. any needs for other programs of higher priority whichmight be funded fully or partially from savings realized bydiscontinuance of the program under review.

s. adequacy of support services, particularly library,laboratory and educational facilities.

t. compatibility with state plans.u. similarity to programs offered at any of the other units.v. relevance of the program to its objective.

39. In addition, the following criteria should be applied to the review ofgraduate programs by the Regents;

a. average time of completion of those to whom the degreehas been awarded.

b. benefits accruing to the institution and the stateindependent of enrollment or degree production.

c. proportion of departmental resources devoted to theprogram.

d. sourves of funding state, federal, etc.

e. qualifications of faculty.

I. qualifications and backgrounds of students attracted tothe program.

g. relationship to the impact upon undergraduate program.h. availability of similar graduate programs at other units.

40. The following procedures should be used in review of existingprograms..

a. Governing boards should identify program., to bereviewed and establish a review schedule.

b. Review should begin at the institutional level where theprogram should be assessed according to a criteriaestablished by the boards. Institutional review shouldinclude administrators, faculty and students. Whenreview is completed at the institutional level, results

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should be forwarded to the governing board's executiveofficer with the institution's recommendations forcontinuance, discontinuance, modification or pro-visional status. The latter should be recommended andgranted only when a program is relatively new or whenthe additional time will be used to develop informationwhich does not exist or is not available. Provisionalstatus should be requested for a specified time period.

c. The board's executive officer should conduct anindependent analysis of the materials submitted by theinstitution. If necessary, the analysis may include theviews of outside consultants. The executive officershould present the recommendation with supportingdocumentation to the board. If it is not in agreement withthe recommendation of the institution, the executiveofficer should notify the institution of the reasons insufficient time for the institution to prepare a rebuttal tothe board or to withdraw its recommendation.

d. The governing board should review all materials andrecommendations, request whatever additional in-formation may be needed and vote to continue, dis-continue, modify or place the program on provisionalstatus for a specified period of time.

41. The Board of Regents and the Board of Public Education shouldbegin systematic review of existing programs as soon as feasible.

42. Existing program review in the University System should begin withreview of all Ph.D. programs, considering first those which areoffered in the same disciplines at both doctoral-grantinginstitutions and all graduate and undergraduate programs ineducation. All these programs should be reviewed by July 1, 1977.The commission recognizes the difficulties in getting the full andcomplete cost and benefits to the taxpayer, students and faculty ofgraduate programs and duplication, but strongly urges thatduplication and numbers of graduate programs in the UniversitySystem be re-evaluated with special attention by the Regents toAppendix A-9 of this report.

43. Special review of programs outside the established scheduleshould be initiated at anytime at the request of the governing board,the executive officer or the institution offering a program.

44. Responsible boards should carefully review proposed newprograms prior to their initiation. Clear criteria for review should beestablished by the boards and regularly criticized in the reviewprocess. In setting review criteria, we urge the boards to considerthe following factors:

a. Objectives of the new program.

b. Need for the program.

(1) Evidence of student demand (students ..nt-ly enrolled at the institution requvai.ig theprogram; students in other institutions whohave indicated they would participate in theprogram; community or regional demand; othersources).

(2) When applicable, indicate potential employers

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of persons trained in the program area whohave requested establishment of the programand their specific employment needs. Includeany other documentation of need for graduatesof such a program manpower projectionsletc.

c. Detailed survey of similar programs that are offeredwithin the state (and, for graduate programs, the region).

(t) The potential impact the program may have onother programs at the institution, especially interms of funding, facilities, faculty andstudents.

(2) The potential effect on similar programs offeredby other institutions. (Supporting documentsfrom other institutions should be included)

d. Description of the program as it relates to the mission (orrole and scope) of the institution.

e. Students to be served

(7) Anticipated enrollment for a five-year period bylevel.

(2) Ultimate enrollment goal for the program.

(3) Rationale for these projections.

f. Provisions for institutional review of the quality of theprogram, which would include student achievement andfaculty performance.

g. Costs of the new program.

(7) Estimate of start-up (first year) costs. Howmuch of the costs would be absorbed in currentbudgets, and how much additional fundingwould be required? Identify the sources ofadditional funding.

(2) Estimates of anticipated cost and anticipatedincome of the program for the four years follow-ing its first year. Explanation of the rationale forthese estimates.

h. Faculty staffing needed for the program, includingadditional staff requirements and costs of additionalstaff.

i. Additional facilities, inicuding library equipment, class-rooms and office space that are required, and their costs.

1. Present faculty, facilities, equipment and library whichwill support the program; compare them to known oranticipated standards for accreditation.

k. New courses and the frequency with which they will beoffered throughout the first five years.

I. Requirements for the degree or certificate.

m. Supporting courses in other departments.

n. Existing programs for which the new program wouldoffer supporting courses.

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APPENDIX Elemilmlasow almastaimmummeenwasminimumummilausiomummenorneme

a. Procedure used to develop the proposal. includingparticipation of students, faculty, community, advisorycommittees, etc.

p. Prior to approval of new programs, particularly invocationaltechnical and some professional areas, itshould be ascertained whether a comparable accreditedprogram is offered in a private or proprietary institutionin the state. If such a program exists and if it is of highquality, the feasibility end possible cost-savings ofcontracting for the program should be thoroughlyinvestigated. Even if the cost per student is similar orhigher, savings may be achieved by avoiding publicexpenditure on buildings and equipment.

q. Cost to student.

45. The following procedures should be used to initiate proposals fornew programs.

a. Normally, proposals for the new programs should beinitiated by the institutions. However, the governingboard or its executive officer might, from time to time,identify a state need for a program and request one ormore of the institutions to prepare proposals.

b. Proposals should be sent from the institution to thegoverning board's executive officer, who shouldconductan independent analysis, using independentconsultants when appropriate. If the executive officer'srecommendation is contrary to that of the institution, theinstitution should be notified and given sufficient time toprepare a rebuttal or to withdraw its proposal.

c. The board should review all materials submitted by theinstitution and the executive officer prior to reaching adecision.

46. All materials used in program review should be open and accessibleto the public.

47. One intent of a workable review program should betaalleviate un-necessary duplication of courses and programs in all units of thepublic postsecondary system.

FINANCING

48. The state should continue to assume the major responsibility forfinancing public postsecondary education.

49. Continuous statewide planning should be the responsibility of theState Board of Education.

a. The State Board when acting as the state long-rangepostsecondary education planning agency, shouldappoint an advisory committee on planning which meetsthe representation requirements of section 1202 of theEducation Amendments of 7972.

b. The State Board, or its advisory committee onplanning,should be designated the state agency to receive federal

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funds under Section 1202 and Title X of the EducationAmendments of 1972.

c. The Commissioner of Higher Education should bedesignated administrative officer of the state long-rangeplanning agency for postsecondary education.

d. In order to avoid duplicative information gathering. theadministrative officer should contract with the executiveofficer for vocational-technical education for collectionof data related to postsecondary vocational-technicalcenters.

50. State support of operating expenses of postsecondary educationshould take two basic forms:

a. direct institutional support through appropriations to theinstitutions and/or their governing boards.

b. direct student support through student financialassistance.

51. Montana should establish a sts scholarship program and parti-cipate in the federal student incentive grant program. The programshould provide for grants to students which are applicable to tuitionor living costs at institutions within Montana.

a. Undergraduates and vocational-technical students inpublic postsecondary education should be eligible toparticipate in this program.

b. Grants should be based upon need.

c. Priority in the awarding of grants should be given to

(1) students whose educational programs aredisrupted by termination of an institution orprogram.

(2) students who must change their place ofresidence to attend postsecondary education.

d. Grants or vouchers should be awarded directly tostudents.

e. This program should be funded initially at a level ofapproximately $120,000 (50% state funds, 50% federalfunds).

f. The Commission for Federal Higher Education Programsshould administer this program.

The state statute creating a state work-study programshould be funded.

g.

52. Students attending Carroll College, College of Great Falls, andRocky Mountain College should be eligible for participation in anystate programs which award financial assistance directly tostudents.

53. Students in state institutions of postsecondary education shouldcontribute to the direct costs of their education. However, studentcharges should not be raised until student resources have beenstudied to determine the impact of such charges.

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a. The graduate fees structure should be studied.

b. Increases in student fees should not be used to decreaseGeneral Fund appropriations.

54. State, executive and legisletive authorities, in the exercise of theirresponsibility for budget control and audit, should concentrate onprogram budget review and approval, and avoid line-item approvaland direct involvement in internal budget operation andadministration of the public institutions of postsecondaryeducation.

55. State funds allocated to the University System should beappropriated to the Board of Regents.

56. All institutions of postsecondary education should adopt "zero-based"' program budgeting.

57. Budgeting formulas should take into account the different missionsand programs of the institutions of postsecondary education andthe library, laboratories and equipment necessary to supportinstitutional functions.

58. The ratio of state to county funding of community colleges should besat at 6535.

59. The units of the Montana University System should use a uniformsystem of accounts as prescribed by the American Council onEducation and endorsed by the American Institute of CertifiedPublic Accountants. Where necessary, the Statewide Budgetingand Accounting System should be modified to accommodate thesenationally recognized requirements for college and universityaccounting.

60. Institutions end units of postsecondary education should continueto develop and refine uniform standards, definitions and proceduresthat will find the full cost of resources used in the process ofproducing instructional outcomes, including student credit hours,courses, degrees and certificates. As far as possible, thisinformation should be compatible with the work being carried on bythe United States Office of Education and the National Center forHigher Education Management System.

67. For the immediate future, adult and continuing education shouldcontinue to rely upon student fees and the county mill levies.However, there should be provisions for full and partial fee waiversfor persons who cannot afford adult education. One way to financesuch waivers is by setting aside a percentage of income over andabove the expenses incurred in current course offerings forwaivers. This procedure is frequently utilized to finance low enroll-ment courses.

62. State funds should be provided to institutions and system offices forthe development of management information systems.

63. Funds equivalent to one instructional FTE faculty position should begranted to each unit of the University System for each 2,500students or part thereof. The additional funds would be used forcurricular reform or research related to improved instruction.

64. The state should provide funding for the administrative expenses ofthe Statewide Association for Adult and Continuing Education.

66. When the Statewide Association for Adult and Continuing

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Education has accumulated sufficient experience and informationon the demand for adult and continuing education, it should assessthe need and appropriateness of state funding of programs andcourses.

66. Immediate and first priority of all Commission recommendationsregarding the University System should be to give attention toimproving significantly, faculty, administrative and staff salariesand benefits.

e'7. Faculty, administrative and staff salaries and benefits in Montanahigher education should be in parity with those provided forcomparable services in comparable institutions. Salaries amongsimilar units should be more uniform.

68. The governing boards of public postsecondary education shouldconduct periodic surveys to compare the compensation paid tofaculty, administrators and other staff,with levels of compensationof persons with similar responsibilities in similar postsecondaryinstitutions, government and the private sector.

69. Governing boards should set systemwide priorities for increases infaculty compensation.

70. The Regents should emphasize immediately, equity and meritincreases in their priorities for faculty compensation in theUniversity System. Recommendations for merit increases shouldbe the sole responsibility of the dean of the school or the presidentof the institution.

71. Administrative support costs should be carefully reviewed to insurethat they are commensurate with the size of the institution and thenumber of students being served

72. Private foundations of individual postsecondary institutions shouldbe encouraged to develop income for the supplemental programs.Income from these foundations should be considered additionalincome and should not be used to reduce the General Fund appro-priations.

73. The community college districts should be allowed up to a six millpermissive levy for the maintenance and operation of these schools.

INSTITUTIONS AND THEIR MISSIONS

74. The primary mission of each institution of public higher educationshould be the education of undergraduate students.

75. Since a clear need for each exists, there should continue to be threetypes of public institutions of higher education:

a. Community Colleges. These institutions provide theopportunity for many students to receive two years ofacademic and/or vocational education in an area closeto their home communities at a reduced cost to the state.Because they are limited to two-year programs, the com-munity colleges can operate at a relatively low level ofenrollment without excessive costs or undue contraintson student choice. They enhance the overall diversity ofhigher education by providing a small college environ-

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meet where students may he exposed to both academicand vocational programs

b. Public Four-Year Colleges. The state colleges providecollegiate and some vocational-technical and para-professional programs in relatively small institutions.They have a regional focus and attempt to concentratetheir services on specific areas of the state. This sectorwill continue to serve a significant proportion ofMontana's undergraduate students. However, this isalso the sector with the most severe lack of use and thegreatest excess capacity.

c. Public Universities. The two public universities willcontinue to serve most of the undergraduate students inMontana higher education. They should carry on withtheir heavy research emphasis and offer advancedgraduate and professional degrees. Generally, high-costprofessional programs should be concentrated in theseinstitutions. The size of the universities enables them toprovide a broad range of curricular options economically.

76. The role of the vocational-technical centers should remain flexiblein order to adjust to changing educational, labor and employmentneeds of the state and its communities.

77. The centers should be viewed as components of a system with eachunit specialising in certain fields with na.unnecessary programduplication among the centers.

78. The units of public postsecondary education should maintain theirpresent admissions policies except as recommended in othersections of this report.

79. There should be no need in the present or in the foreseeable future,for additional public postsecondary education institutions inMontana.

80. These considerations should be utilized in determining the need foran institution of higher education:

a. role of the institution in maintaining and improvingaccess to postsecomfary education.

b. present and potent Ed site of the institution;

It I must be large Dnough to assure students of arange of programs and courses of an adequatequality and with a diversified curriculum.

(2) must be large enough to utilize resourceseffectively.

needs of individuals and society for programs and ser-vices offered

d. capacity of other institutions to absorb students andprograms, if necessary, with equal or less cost to thestate or the student.

8t. On the basis of the above considerations, the Commissionrecommends that..

a. Since Western Montana College has reached a stage inenrollment deficiency and financial deficiency seriousenough to warrant special attention by the Board of

c.

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Regents of Higher Education, the Regents re-evaluatethe institution's programs and re-assess its mission sothat the most creative and imaginative educational useof existing facilities can be achieved for Montana's totalinstitutional needs. The Regents should closely monitorthe enrollment and financial aspects of WesternMontana College and consider closure, if that decisionbest serves the interest of the total University System.

b. If enrollment at Northern Montana College falls sub-stantially below the current level, the Regents should re-evaluate the feasibility of continuing to operate thecollege as presently constituted

c. The Regents should explore the possibility of theacquisition of the College of Great Falls as a 7th unit ofthe University System to be a four-year college withinthe state system.

82. The role and scope of the remaining institutions of public highereducation should be as follows:

a. Eastern Montana College

(1) Should offer undergraduate instruction in theliberal arts itad sciences and in teacher train-ing; should offer the associate degree.

(2) May develop additional majors in the arts andsciences but only as demonstrated needsdevelop.

(3) Should carefully control Master's degree pro-grams; the emphasis should be to provideservices to practicing teachers.

(4) Should not offer the doctorate but may, throughparticipation in consortia with the Univcrsity ofMontana and/or Montana State University,offer some courses and programs leading to thedoctorate. This option should be utilized only inareas of special strength (such as specialeducation) when the need for a program can bedemonstrated and when Eastern MontanaCollege's participation will enable the state toavoid duplication of faculty and facilities.

b. Northern Montana College

(1) Should offer baccalaureate programs inteacher training and vocational education, andone- and two-year programs in selective voca-tional and preprofessional fields; should offerthe associate degree.

(2) Master's degree programs should be limited tothe special needs and clienteles of the college'sservice area with emphasis upon providingservices to practicing teachers.

c. Montana College of Mineral Science and Technologyshould remain a highly specialized institution forinstruction and research related to the mineralsindustries and supporting disciplines.

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(1) Emphasis in the non-technical, supportingdisciplines should be in those areas of the socialsciences and humanities which bestcomplement the technical aspects of theinstitution's primary mission political science(science and public policy), economics(minerals economics and the economics oftechnological development), and sociology(technology and society). Instruction in suchhumanistic disciplines as English and historyshould be retained, as it is essential to anybaccalaureate program, but the Regents shouldre-assess the efficacy of BA programs in thosefields at Montana Tech.

(2) Montana Bureau of Mines and Geology shouldremain in Butte to strengthen its educationalprograms while improving researrh capabilitiesof the Bureau.

d. Montana State University

(7) Should offer a broad range of undergraduateprograms in the liberal arts and sciences,teacher training, agriculture, engineering andselective professional areas, as well as theassociate degree.

(2) Should provide graduate instruction, researchand public service.

(31 Should share with the University of Montanaexclusive authority in public higher educationto award the doctorate. However, doctoralprograms should be offered in a limited numberof carefully selected disciplines except for suchspecialized programs which may be retained atMontana College of Mineral Science and Tech-nology.

(4) Should provide four-year and graduateprograms in engineering and have exclusivejurisdiction over the Ph.D.

(5) Ph.D. and Master's programs shouldemphasize the special character of the landgrant university and the special needs of thestate and region.

e. University of Montana

(1) Should offer a broad range of undergraduateprograms in the liberal arts and sciences,teacher training and selective professionalareas, as well as the associate degree.

(2) Should provide graduate instruction, researchand public service.

(3) Should share with Montana State Universityexclusive authority in public higher educationto award the doctorate. However, doctoral

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programs should be offered only in a limitednumber of carefully selected disciplines.

(4) Ph.D. and Master's programs should relate tothe special needs of the state and region.

(5) Should remain the state's most compre-hensive institution of higher education.

f. Dawson College, Flathead Valley Community Collegeand Miles Community College.

(1) Should offer instruction through the secondyear of college.

(21 Programs may include collegiate courses fortransfer to four year institutions; instruction invocational and technical courses leading toemployment; general or liberal arts courses,and a particular concern for community andarea services.

(3) Should grant the Associate Degree in Arts andScience and certificates in technical andvocational fields.

83. If a unit of postsecondary education is closed, the state shouldattempt to find an alternate use for the physical plant.

84. If a unit of postsecondary education is closed or if a program isterminated or transferred to another unit, students who are dis-located as a result of such actions should receive full credit by theaccepting institution for previous work. They should be able tocomplete their degrees in the same amount of time that would havebeen required had they completed their work at the institution inwhich they had previously enrolled.

85. If a program is transferred from one institution to another, facultyshould normally be given the opportunity to transfer.

86. The Legislature should provide adequate funding to assure that theDepartment of Bu'iness Regulation can fulfill its responsibilitieswith respect to regulation of proprietary schools.

87. Proprietary schools should be included in future long- and short-range state planning for postsecondary education in Montana.

HEALTH AND CARE EDUCATION

88. Support should be given to the Washington, Alaska, Montana,Idaho Medical Education Program (WAMI), and the Legislatureshould appropriate the necessary amount of dollars each year tokeep it working in this state. However, financial support should becontingent upon a written guarantee from the University ofWashington School of Medicine that the full number of up to 80qualified medical students will actually be admitted within the nextfour years.

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89. The WAMI program should make a systematic effort to introduceMontana's medical sulents to rural areas during the communityclinical phase of their education, rather than concentrating them inthe urban areas of the state. A system providing for forgiveness ofeducational loans in return for practicing medicine in rural areasshould be devised for WAMI.

90. Montana should continue supporting the Western Interstate Com-mission for Higher Education (WICHE) Student Exchange Programand increase its level of support as required. The Regents shouldconsider a system which takes into account the variability in theeconomic needs of Montana students attending out-of-statemedical, dental and veterinary medical schools with a provisionwhich would require (in some instances) repayment to the state ofthe amount the state pays to meet out-of-state tuition costs. ftshould include, too, a loan forgiveness feature contingent upon aperiod of practice in Montana once the education has beencompleted.

91. The Montana State University System should be encouraged toseek new models of interstate cooperation in veterinary medicineeducation.

92. The Commission refers the recommendations of the TechnicalGroup on Health Care Education to the governing boards of post-secondary education to be considered in conjunction with theirresponsibility for review of new and existing programs.

93. Efforts should be made to develop flexibility in nursing programsfrom Licensed Practical Nurse (LPN) to baccalaureate degreenurses. This would include efforts to make it possible for LPN andAssociate Degree nurses to enter baccalaureate programs,receiving credit for their previous training.

94. All health care personnel should have available to them, and beencouraged to participate in, adequate continuing education and in-service training programs.

95. All potential sources for continuing education should beinvestigated Montana Medical Education and ResearchFoundation (MMERF), the University System, the vocational-technical centers and the allied health and professionalassociations and a coordinating system should be designated toaccommodate continuing health care education in the total healthcare field

96. The Montana University System and the Department of Institutionsshould coordinate long-range planning in program and facilityneeds toward the objective of sharing resources, to achieve both thecustodial and health care 13#77S of the institutions and the clinicaland other educational aims of the University System.

NATIVE AMERICANS AND POSTSECONDARY EDUCATION

97. The State Board of Education and the Montana postsecondaryinstitutions should fully implement the mandate of the newMontana Constitution (Article X, Sec. 2) through continuedexpansion of innovative projects and existing Indian programs.

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98. Montana postsecondary institutions should develop a set of insti-tutional goals and objectives relating to Native Americans whichwould include, but not be limited to, welfare of students,educational programs. Indian community activities, etc.

99. Funding for Native American Studies Programs should be increasedbased on Indian student needs, population and the numb r ofMontana Indian comr,,unities to be served. The criteria for futurestate funding and for establishing programs should be bated oneffective administrations, research activities, curriculum develop-ments and support services, etc.

100. Postsecondary institutions should support financially, future NativeAmerican cultural activities on campus (museum exhibits, pow-wows, student conferences, art and cultural functions, etc.) thesame as other school functions during the academic year.

101. Postsecondary institutions and concerned state agencies shouldsupport we new Indian Culture Master Plan for the Education ofPublic School Teachers (HB 343, HJR 60) and provide assistance forits implementation.

102. The Board of Regents and the Board of Public Education, shouldreview educational policies as they relate to Indian students andinitiate the necessary action to insure that the educational needs ofthe Native American people are being mot.

103. The Board of Regents should appoint a standing subcommitteecomposed of Indian educators, tribal representatives and con-cerned people to review financing and administration ofinstitutional programs for Native Americans and to deal with issuesaffecting the concerns of Montana Indian communities.

104. Student financial aid officials (tribal/institutional/federal) shouldmake a responsible effort to develop new aid programs or a newstatewide Indian financial aid formula on behalf of Indian studentsattending postsecondary institutions, taking into considerationtreaty rights, tribal grants, state fee waivers, economic opportunitygrants, legislation, etc.

105. Directrs of college work-study programs should develop a policywhich affords the Indian student an opportunity to work on or nearreservations under the guidelines of the federal work-studyprogram.

106. The Board of Regents should review the State Indian Fee Waiverand recommend to the legislature any reform needed to make thewaiver applicable to all tribal Indian students.

107. Presidents and /or directors of postsecondary institutions shouldcreate an Indian Review Board with membership slimed with theassistance of responsible tribal and urban Indian groups. The Boardshould address itself to issues and problems confronting post-secondary institutions and Native American communities.

108. Those institutions having significant Indian student populations orIndian community involvement should provide special services (skillclasses, cultural classes, Indian counselors, tutors, etc.) forstudents needing this type of program.

109. Provision should be made for Indian students to have access toqualified Indian counselors (for at least 4 years) as well as tutors (forat least 2 years) to assist them in adapting to the foreign environ-ment of the institution.

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ARM

APPENDIX E

110. An effort should be made by officials of student health services todevelop a uniform Indian student health plan in coordination withthe Indian Public Health Service.

111. The Commissioner of Higher Education should seek funds tofinance an annual conference on Native Americans in post-secondary education. Participants should include representativesof postsecondary institutions, Indian students, Montana Indiancommunity people, state educational officials, etc.

112. All postsecondary institutions should develop and maintain data onIndian students and Indian community projects for the purpose ofpublic accountability.

113. The Commissioner of Higher Education should evaluate insti-tutional programs for Indians and make recommendations for in-suring full and acceptable participation in these programs by Mon-tana Native Americans.

114.. The Board of Regents should develop an annual report concerningNative Americans in postsecondary education to be disseminatedstatewide.

115. The Governor should appoint a Native American to the Board ofRegents.

116. The Board of Regents should seek funds from the Legislature for apermanent Indian staff member in the office of the Commissioner ofHigher Education for the purpose of coordinating Indian affairs andprograms at postsecondary institutions.

117. All postsecondary institutions should make an immediate effort toemploy qualified Indian faculty and non-instructional staff on all/eve /s.

ACCOUNTABILITY

118. The state planning agency for postsecondary education shoulddevelop a comprehensivo, compatible management informationsystem.

a. The elements in the system should be those withreasonable potential for direct use by the units, systemsoffices, boards and by state government for policy andplanning purposes.

b. All elements put in the system should be as compatibleas possible.

c. Dual or duplicate systems are extremely expensive tomaintain and should be avoided.

119. Governing boards should develop statements of rights and respon-sibilities for members of the institutions (including faculty,students, administrators, staff and trustees) along the linessuggested in the Technical Report on Accountability:

Accountability of postsecondary education to the publicend its representatives.

Accountability of postsecondary education to the student.

Accountability of the individual (faculty, students, staff) tothe institution.

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APPENDIX E

120. The Board of Regents should be encouraged to publish an annualreport on its activities including its financial status, as well as thegoals and objectives of higher education in the state. This reportshould be made available to the Legislature each December.

ADDITIONAL RECOMMENDATIONS

121. The Board of Regents should require all institutions participating inintercollegiate athletics to use a uniform accounting systemdeveloped by the Board of Regents.

122. Student funding of intercollegiate athletics should be controlled bythe students through student government. The administration ateach institution can establish the athletic gate charge for thestudent body based upon the student funding.

123. An effort should be made to coordinate the total physical educationprogram at each institution including recreation, intramural sports,intercollegiate athletics and physical education.

124. State appropriated funds should be limited to the following aspectsof the intercollegiate athletics program. (1) salaries of staff such asathletic directors, trainers, coaches, equipment managers andoffice secretaries (2) payment of travel expenses of staff membersauthorized to attend officially scheduled meetings or to accompanyathletes for officially scheduled events away from home (3)maintenance of the appropriate physical plant including utilities (4)office supplies and equipment (5) conference dues and assess-ments (6) payment of student athlete's labor at the same rate as paidto other students for employment in bona fide positions.

125. In addition to the implementation of the above recommendations.the Board of Regents should undertake an in-depth study of inter-collegiate athletics in postsecondary education immediately. Thestudy should include the impact of Title IX (equal opportunity forfemale participation) on the total physical education programincluding intercollegiate athletics.

126. The Commission accepts in principle a Biackfeet CommunityCollege. This institution should receive its direction and policydetermination from an accredited community college.

127. The Montana Commission on Postsecondary Education stronglyrecommends that the people of the State of Montana, the Governor,the Legislature and the Board of Regents support each unit at aviable level allowing it to fulfill its mission without loss of quality,since the ?tatus quo and current funding trends are inadequate. Werecomme, td further, that the current budget of the Board of Regentsbe revised upward.

136

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APPENDIX F

HOUSE BILL 578

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APPENDIX F.allooldnamounlarbillemumnium

AN ACT APPROPRIATING THREE HUNDRED THOUSAND DOLLARS ($300,000) FROM THEGENERAL FUND AND APPROPRIATING ALL FEDERAL AND PRIVATE FUNDS RECEIVED FORTHE PURPOSES OF THIS ACT FROM THE FEDERAL AND PRIVATE REVENUE FUND TO THECOMMISSION CREATED BY THIS ACT FOR THE BIENNIUM ENDING JUNE 30, 1975, FORCONDUCTING A COMPREHENSIVE STUDY OF THE PLANNING FOR POST-SECONDARYEDUCATION IN MONTANA; AND ESTABLISHING A COMMISSION ON POST-SECONDARYEDUCATION.

BE IT ENACTED BY THE LEGISLATIVE ASSEMBLY OF THE STATE OF MONTANA:Section 1.

(1) As authorized by article VI, section 7, of the Montana constitution, there is created atemporary commission to be known as the commission on post-secondaryeducation.

(2) The commission consists of not more than thirty (30) members appointed by thegovernor to serve at his pleasure.

(3) The commission shall be broadly representative of the general public and publicand private nonprofit and proprietary institutions of post-secondary education inthe state, including community colleges, junior colleges, post-secondary vocationalschools, area vocational schools, technical institutes, four (4) year institutions ofhigher education, and branches thereof.

(4) The governor shall appoint the chairman of the commission. The commissionmembers may elect a vice-chairman, secretary, and other necessary officers fromamong their members.

Section 2. The chairman shall schedule meetings of the commission as considered necessary,but meetings shall be held at least bi-monthly. A majority of the commission mayalso call a meeting.

Section 3. Members of the commission are entitled to compensation of twenty-five dollars($25) per day, and to reimbursement for actual and necessary expenses, while oncommission business.

Section 4. The commission shall make a detailed and thorough study of postsecondaryeducation in this state. It shall also make comprehensive inventories of, and studies withrespect to, all public and private post-secondary educational resources in the state,including planning necessary for such resources to be better coordinated, improved,expanded, consolidated, or altered so that alt persons within the state who desire, and whocan benefit from, post-secondary education may have an opportunity to do so. Thecommission shall further devise a system of accountability that will accurately measureeducational output in relation to financial input. The commission may use other stateagencies or institutions to make studies, conduct surveys, submit recommendations, orotherwise contribute services or expertise to the commission in conducting its activitiesunder this act.

Section 6. The commission shall, before undertaking other activities, assess the evidence andresulting recommendations made in prior studies relating to postsecondary education inMontana. These studies include, but are not limited to, the Peabody Report, the FlesherReport, the Durham Report, the Regents' Master Plan and various studies by the legislativecouncil.

Section 6. A written report with substantive recommendations adopted by the commission,and recommendations regarding implementing legislation, shall be made available to thegovernor the members of the legislature, and the members of the state board of educationno later than December 1, 1974.

Section 7. Three hundred thousand dollars ($300,000) is appropriated from the general fund tothe commission for the biennium ending June 30, 1975, for conducting the study andplanning authorized by this act.

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APPENDIX F

Section S. All federal and private funds received for the purposes of this act are appropriatedfrom the federal and private revenue fund to the commission for the biennium ending June30, 1975.

Section 9. The funds appropriated by section 6 may be used to match any federal or privatefunds available for conducting the study and planning authorized by this act. However, anamount from the funds appropriated under section 7, equal to the amount received in federaland private funds, shall revert to the general fund, and may not be expended by thecommission.

Section 10. On behalf of and for the commission, the governor shall make application for anyfederal funds available for the study and planning authorized by this act, and he may enterinto any contracts required for receipt of federal funds with the appropriate federal agency.

139

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APPENDIX G

MONTANA PUBLIC POSTSECONDARYEDUCATIONAL INSTITUTIONS

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HAPPENDIX H

STATE-LEVEL GOVERNANCEOF MONTANA EDUCATION

143

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I

APPENDIX I

ROLL CALL VOTES

145

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JAPPENDIX J

MINORITY REPORTS

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MINORITY REPORT

We believe the Commission erred in passing the recommendation that the Board of Regentsmerely investigate Western Montana College with closure as only one of the options.

Such a decision was indecisive. We support and reaffirm the Commission's initial recommenda-tion for closure of Western Montana College adopted in June.

The bill creating our Commission specifically required "substantive recommendations" and wefind it impossible to recognize as substantive, a recommendation which dires the Regents to"re-evaluate the institution's programs and re-assess its mission". That was widely evident wellbefore our Commission was organized. We believe our Commission simply avoided a definitivestand. What should have been recommended might have materialized: what was not recom-mended will not come to be. Thus our Commission has done a disservice to Montana's educa-tional future by avoiding a positive stand on the issue of Western Montana College.

However, a positive option does exist in the form of the Commission draft report recommendingclosure passed in June. To have adopted this option would have been to meet the statutoryresponsibilities head-on. Our staff and dozens of others invested considerable amounts of timeand energy in a thorough study of this single issue. it produced, and we subsequently adopted, anun-biased, non-political, professional recommendation close Western. The Commissionshould have adopted this recommendation once again.

The points in favor of this option (declining birth rates leading to reduced need for teachers, anenrollment at Western Montana College below the Carnegie Commission's suggested "viablelimit", a projected decrease in total University System enrollment in the coming years and thebelief that Western Montana College students and faculty could be accommodated in other unitsof the System) significiantly contribute to the justification of the recommendation for closure.

Finally, regarding the issue of Western Montana College, we feel the Commission did not under-stand its mission as a recommendatory body. We were created to advise, not to implement; tostudy and suggest, not to acquiesce; to render "substantive" options. In the adoptedrecommendation for Western Montana College, we did not.

Submitted by

Magnus AasheimEdward BatesTom BehanMary CraigIan DavidsonPatricia DixonRaymon DoreMary FentonWilliam MackayLinda SkaarMickey SogardJessica Stickney

148

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MINORITY REPORT

Inasmuch as we, the undersigned. believe that the educational needs of Montana's citizenry canbe served better with Montana Tech designated a two-year (rather than a four-year) institution,we hereby file this minority report.

We have read with studied interest the various arguments given in support of Tech as a four-yearunit of the Montana University System (including the Bpoz, Allen & Hamilton Report, commis-sioned by the Butte Local Development Corporation which shows a potential but no practicalreality) and have listened to the testimony of interested persons (including officials of the miningindustry) at numerous public hearings hoping to find some supportive evidence tosubstantiate the need for maintaining Tech as a four-year institution.

Statistically, the converse is true Tech's student body resembles that of a community collegeand we have found nothing that outweighs the following facts:

64% of the enrollment at Tech is at the freshman/sophomore level;67% of the undergraduates are from Silver Bow County; and73% of the freshmen are from Silver Bow County.

If a comparison is made, Tech ranks higher in at least two of these categories than all but one ofMontana's community colleges. Yet of all of the units of the Montana University System, Techdraws the lowest percent of freshman students from its local area 37% probably due to its

limited liberal arts curriculum.Tech and its supporters contend that if the minerals programs are moved to MSU they will beeventually lost or phased out because consolidation with other schools has led to the demise ofsimilar programs across the nation. Statistically, this is not true.

To attempt to upgrade Tech to a highly specialized technical four-year unit (as upheld by themajority) is staggering in its financial implications and does not guaranteethat enrollment in theengineering programs would grow sufficiently to change the current imbalance of non-technicalto technical students.

We further believe that the transfer of Tech's engineering programs to MSU would result inconsiderable savings for the state and would improve the quality of the student's education.Costly duplication, particularly in the support course area could be eliminated and the quantityand variety of courses available to the student would be greatly increased.

We believe that the change of role and scope to a two-year school need not be downgrading forTech but instead upgrading allowing it to meet the needs of the community in aneconomical, efficient and effective manner.

Submitted by:Aasheim, Bates, Behan, Craig, Davidson, Dixon, Dore, Fenton, Mackay, Skaar, Sowed,Stickney.

149

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MINORITY REPORTMOMOIMPIPIIMMINOF

I would applaud the staff of the Post Secondary Education Commission and the Commissionmembers in their overall efforts to improve Post Secondary Education for Montana. I firmlybelieve the decisions arrived at were in the main responsible and fair. I believe the Commission atan early date became too immersed in the question of whether or not to close or change themission at Dillon and Tech.

I believe we may have fallen victim to an over-abundance of food without the capability to digest itwithin the time frame and budget restrictions set forth from the beginning.

I believe the strong possibility exists that we had accented too much the ideal without preparingourselves adequately with the practical and/or the real questions of the people.

I believe we have furnished the governing boards, the executive and legislative arms of govern-ment, and the taxpayers with a data base and an information resource which is invaluable andfrom it, with dedicated follow-up, a quantum leap in quality education can be made.

I believe we failed to get a sufficient identification from the people of Montana of just what theylike and what they don't like about Montana Post Secondary Education. In line with this, I feel it isextremely necessary that the legislative, executive and governing bodies of the State of Montanaascertain much more clearly what the people, the taxpayers, the social, political and businesscommunities desire from the educational community and the educational system.

I felt that we were too often making decisions based upon what we personally felt or what weindivdually or collectively thought would be best without enough input from the people, the tax-payer.

Yes, we had hearings, yes, members of the commission and groups visited institutions and heldhearings, but to too large a degree these hearings were dominated by pros and cons of the closingof Western and/or modifying Tech. The hearings also were predominantly attended byeducators, special interest groups, and/or intellectually inspired people. The common man, themass of the public of Montana, were not represented adequately at our hearings or in ourdeliberations.

I believe we did not address ourselves carefully enough to the expansion of costs that come withexpanding education to part-time, so-called in and out education, graduate school andduplication.

I believe very special attention must be given by the taxpayers of Montana, the executive, legis-lative and governing boards to Appendix A-9, where examination will show many doctorate andmaster degree programs in our university units which have not graduated one student per year.

It seems to me that Montana taxpayers and Montana educators must decide how much moremoney they are willing to pay for higher education in Montana and then achieve a degree-offering program in the undergraduate and graduate school which will provide a standard ofexcellence rather than a standard of proliferation of programs, undernourished programs, un-needed degree programs, and gross duplication.

In summary, I believe we have too many units of the university system of Montana compoundedwith too much duplication in course offerings and graduate programs. Study and analysis ofteaching loads and class room contact hours shows a disproportionate share of faculty timebeing spent at the graduate level.

I further believe we continue to be locked into tradition as concerns faculty salaries andexpectations of faculty. I believe we carry too many faculty for the size of the job to be done andpay too low a salary to the top teachers. We continue the practice of hiring teachers andeducators in leadership and administrative roles at our university system units who may beoverly sensitive and overly protective of the position of education for education's sake rather thanresponsive to the needs and wishes of the people, the employment market, the business andindustry of our state.

I would hope more attention could be given in the future to "Education what will it do for me?"rather than education for education's sake.

Submitted by Dale G. Moore

150

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MINORITY REPORT

This Minority report deals with Recommendation #89 in the Draft Report.

Montana should continue supporting the Western interstate Commission forHigher Education (WICHE) Student Exchange Program and increase its level ofsupport as required. The Regents should consider a system which takes intoaccount the variability in the economic needs of Montana students attending out-of-state medical, dental and veterinary medical schools with a provision whichwould require (in some instances) repayment to the state of the amount the statepays to meet out-of-state tuition costs. It should include, too, a loan forgivenessfeature contingent upon a period of practice in Montana once the education hasbeen completed.

I would suggest deleting all material after the first sentence of the recommendation. My under-standing is that the Regents have looked into such out-of-state tuition repayment plans or loanforgiveness plans and found them either undesirable or unworkable. In addition, I feel there isserious doubt that this is a good philosophy to relate student tuition to costs of specificcourses. The next logical step might be to charge in-state students more for certain higher costprograms (such as chemistry, etc.) than for others (say history or English). Certainty the cost ofsending Montanans out of state to enroll in WICHE programs is increasing at a great rate, but it ismuch cheaper than Montana increasing it's graduate programs offered in state in new, high costareas.

I strongly support increased funding for WICHE and also continued effort to increase the numberof slots available to Montanans in other WICHE states.

Submitted by William Warfield

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MINORITY REPORT

The report of the Commission on Post-Secondary Education contains numerous validrecommendations, many of which have been or are being implemented.

Unfortunately, the traumatic effect of the original radical recommendations to close Western,alter Tech and have complete State control over Vo-techs created a situation where otherimportant issues were ignored or inadequately considered.

Montanans were afforded the opportunity to express their views on post-secondary educationand thousands of letters were received.

1. Public Hearings

The Commission held eleven public hearings prior to compiling their draft report containingtentative recommendations. The draft report was published and circulated throughoutMontana with the preface that "the Commision on Post Secondary Education presents thisreport in draft form to Montana for discussion, criticism and suggestions." It further invitedthe public to share its views: -We encourage you to share your response either in writing orthrough testimony at one of the public hearings." In response thereto, the followingpetitions were presented to the Conimision:

"PETITION

To: The Honorable Thomas L. Judge, Governor: Members of the Senate and Houseof Representatives of the State of Montana, the Governor's Commission onPost-Secondary Education, and the Board of Regents of the Department ofEducation.

We. the undersigned, citizens of the State of Montana, being vitally concerned with thematter of improving the state's system of higher education; and being further alarmed withthe effect that certain proposals heretofore made by the Governor's Commission will, ifimplemented, have on the future of education in our state; do hereby respectfully petitionand urge the recognition of the historical and legally established basic units of the univer-sity system, to-wit: University of Montana, Montana State University, Eastern MontanaCollege, Western Montana College, Northern Montana College, and the Montana Collegeof Mineral Science and Technology.

We urge that the mandate of the Legislature for the study and recommendations withrespect to the future of post-secondary education be implemented within the historicframework of these established institutions in their respective communities.

We further respectfully suggest that any recommendations to phase out, downgrade, orclose any one of these already established and working unit is contrary to the bestinterests of education, the mandate of the Legislature, and the Constitutions of the State ofMontana, and the United States of America.

NAME ADDRESS

This Petition contained 17,123 signatures of persons from 135 cities and towns inMontana.

"PETITION

To: The Honorable Thomas Judge, Governor; the Honorable Members of the Senateand the House of Representatives; the Board of Regents; and the Governor'sCommission on Post Secondary Education of the State of Montana.

We, the undersigned, citizens of the State of Montana, being vitally concerned with theimprovement of and future plans for the State's system of higher education do herebyrespectfully petition and urge that Montana College of Mineral Science and Technology atButte be continued as an independent high quality minerals engineering college with theexisting supportive liberal arts curricula. We also respectfully petition that the degreeofferings in minerals engineering and all appropriate related areas be expanded.

The Montana Tech Advancement CommitteeHotel Fin len

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Butte. Montana 59701

NAME ADDRESS

This petition contained approximately 23,500 signatures.

At the public hearing in Helena on September 24, 1974, letters, resolutions and testimonyin opposition to the proposed recommendations affecting Western 'aid Tech werepresented including the following:

1. Montana Education Association (Dillon Chapter)2 AFL-CIO (James Murray, AFL-CIO)3. Montana Chamber of Commerce (Board of Directors)4. American Legion5. Montana Power Company6. Montana Federation of Teachers7. Montana Broadcasters Assn.8, American Association of University Women - (Dillon Chapter)9. Delta kappa Gamma (teacher's organization)

10. State Junior Chamber of Commerce11. Montana League of Cities & Towns12. Democratic State Central Committee Platform Resolution13. School Administrators from Great Falls, Helena, Miles City, Missoula, and

others.14. Petition from 4-Rivers Administrators Association containing the signatures of

15 school administrators.15. Senator Mike MansfieldNot a single witness appeared at the public hearings in Helena. or at any of the other publichearings, in support of the tentative recommendations to close Western or after Tech's role.

The public spoke loud and clearly, as it has for the past 77 years, in support of thecontinuance of the six units of our university system.

2. Prior StudiesHad the Commission followed the legislative mandate, House Bill 578, Sec. 5, andassessed the evidence and recommendations of prior studies before making itsrecommendations more time and effort could have gone into making "a detailed andthorough study of all postsecondary education in this state."

The recommendations made by the Legislative-sponsored Durham report in 1958 werebased upon the permanence of the six units of the University system being assured.Durham stated, "it speaks well for the founders of Montana that they discovered a dream ofthe multiple campuses. They attempted to make higher education accessible to thepeople."Durham, after making a thorough and intensive study of our Montana University systemand previous reports, and considering alternative possibilities such as merging ordiscontinuing one or more units found:

"Such radical steps have been the object of other studies 4 a have been reported asimpractical or politically unfeasible.""The best outlet for local pride in the closing decades of the century, the permanenceof the institutions being assured, is evident concern for higher education itself. If anyforces, for political or economic reasons, want to keep higher education weak inMontana, they should oppose coordination, keep the system competitive, divided, atcross purposes, and turned against itself. So, the system's fair share of the tax dollarmay be eroded away by the more unified approaches of highway, welfare, health andpublic school 'foundation' programs. Those who can appreciate the facts whichconfront state governments, tax revenues, and legislatures, and who envy for highereducation its just role (no more, no less) in the state, had better concern themselveswith a more perfectly coordinated state system."

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In speaking of alternatives, Dr. Durham chose to:

"Build on the past expereince and status quo toward a more effective coordinatedsystem, by strengthening the policy position of the Board, and the central office of theExecutive Secretary, already created by law. This is the most logical, the mostpractical, and the politically feasible approach to future organizations, and the onefinally adopted after hundreds of interviews, much study and discussion, for thisstudy.

"Other alternative possibilities are many, including such radical legislative steps asdissolving the six units into one (at either Missoula or Bowman); merging ordiscontinuing one or more; or centralizing the six units into one administrative systemlike the University of California (as was recommended by the Griffinhagen study in1941-42). Such radical steps have been the object of other studies and have beenrejected as impractical or politically unfeasible. All, with variations, have been takeninto account in selecting the present approach namely, to build on past experiencetoward a more effective coordinated system embracing the six units now establishedby the state's legal and poitical processes.

3. Duplication

Governor Judge, in his statement on Postsecondary Education delivered to theCommission members, together with Montana Legislative Council and all prior studiesquestioned the necessity and high cost of duplication of courses offered, particularly at thegraduate level.

The Education Committee report to the Constitutional Convention cites the duplicationquestion as a strong reason for giving more power to the Board of Regents saying:

"At the present duplication and institutional rivalry for funds is the rule," and"similarly, the Board would be in a position with knowledge and authority toeliminate wasteful duplication of courses."

The 1972 Legislature adopted Senate Joint Resolution No. 9 requesting theLegislative Council to study unnecessary duplication and the 1973 Legislativeauthorized and funded this Commission to study this problem.

4. Oualfty of EducationThe quality of educational output was not assessed or reviewed by the Commission. Theneed for existing programs was not studied nor were existing programs studied todetermine whether they met the criteria standards.

5. Intercollegiate AthleticsGovernor Judge posed specific questions to the Commission members requesting theirexamination including: "to what extent can the people of the state continue tos ubsidizeintercollegiate athletic programs?"

The Commission report does contain recommendations that should be helpful in the future,if Implemented, but no cost figures.

6. Education Opportunity Cost to StudentArticle X, Section 1 of Montana's Constitution provides:

"It is the goal of the people to establish a system of education which will developthe full educational potential of each person. Equality of educational opportunityis guaranteed to each person of the state."

The Commission recommendations announce that its and Montana's goal in post-secondary education "should be to enhance the opportunities for learning available tothe people of Montana. And we believe that the learning experiences available throughour institutions should respect the individualism and diversity of the people ofMontana."

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Proceeding, the Commission proposes:

"Equal and universal opportunity for participation in postsecondary educationby citizens of Montana . . . regardless of . . . or economic status."

Despite these lofty goals, the cost to the student is totally ignored not only in the report butin all of the data base as well.

Submitted are costs to the student at the various units for a three-year period:

1972-73STUDENT COSTS

Feesand Books

Room andBoard

TOTAL

EMC 598.80 952.00 1,550.80 (3)*MCMST 515.30 898.04 1,413.34 (5)MSU 644.65 939.50 1,583.15 (2)NMC 559.80 867.00 1,426.80 (4)U of M 662.80 953.00 1,615.80 (1)WMC 434.30 780.00 1,214.30 (6)

*Rank order high to low.

1973-74STUDENT COSTS

Feesand Books

Room andBoard

TOTAL

EMC 623.80 983.00 1,606.80 (3)MCMST 536.30 1,000.00 1,536.30 (4)MSU 660.75 1,013.50 1,674.15 (s)NMC 579.80 922.70 1,502.50 (5)U of M 637.80 1,088.00 1,725.80 (1)WMC 434.30 858.00 1,292.30 (6)

1974-75STUDENT COSTS*

Fees Room and TOTALand Books Board

EMC 649.00 1,089.00 1,738.00 (3)MCMSU 561.50 1,058.00 1,619.50 (4)MSU 684.85 1,064.55 1,749.40 (2)NMC 600.00 965.18 1,565.18 (5)U of M 679.50 1,185.87 1,865.37 (1)WMC 459.50 943.00 1,402.50 (6)

Data taken from Regent's Agenda, April 8, 1974.

Although these figures speak for themselves, a further breakdown of the costs of fees andbooks is submitted:

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Individual Unit Student Fees 1973-74

Registration &UofM MSU MCMST WMC EMC NMC

Incidental 271.80 271.80 271.80 271.80 271.80 271.80Building Fees

& Use Fees 123.00 129.75 36.00 50.00 87.00 84.00Health Fee 48.00 33.00 7.50 22.50 30.00 9.00Textbooks &

Miscellaneous 150.00 191.00 171.00 30.00" 175.00 170.00TOTALS 637.80 660.65 536.30 434.30 623.80 579.80

*Western has a textbook rental system.

Any conclusions to the effect that the smaller colleges are more expensive should be laid torest permanently when the total cost to the student and taxpayer are included. Whentalking of educational opportunity and access the student cost simply cannot be ignored.

Tax DollarsPer Student

1972-73Student Costs

Feesand Books

Room andBoard TOTAL

Total Costto Taxpayerand Student

EMC 1,104.00 598.1'44 952.00 1,550.80 (3)* 2,654,80 (5rMCMST 1,650.00 515.30 898.04 1,413.34 (5) 3,063.34 (1)MSU 1,137.00 644.65 938.50 1,583.15 (2) 2,720.15 (3)NMC 1,388.00 559.80 867.00 1,426.80 (4) 2,814.80 (2)UofM 1,045.00 662.80 953.00 1,615.80 (1) 2,660.80 (4)WMC 1,078.00 434.30 780.00 1,214.30 (6) 2,292.30 (6)

*Rank order high to low.

1973-74Student Costs

EMC

"TaxDollars

1,173.60

Feesand Books623.80

Room andBoard

983.00

TOTAL

1,606.80 (3)

Total Costto Taxpayer

and Student2,779.80 (5)

MCMST 1,732.00 536.30 1,000.00 1,536.30 (4) 3,268.30 (1)MSU 1,237.00 660.65 1,013.50 1,674.15 (2) 2,911.15 (4)NMC 1,610.00 579.80 922.70 1,502.50 (5) 3,211.50 (2)UofM 1,282.00 637.80 1,088.00 1,725.86 (1) 3,007.80 (3)WMC 1,474.00 434.30 858.00 1,292.30 (6) 2,766.30 (6)

*Includes General and Millage Fund tax dollars with all other student fees and collections.

"1973 House Bill 55, General Fund and Millage Fund.

7. Inventory of Physical Facilities - Long Range Building ProgramThe Commission was provided with the following information regarding assignableacademic square feet for higher education:

Public Colleges (using factor of 93 sq. ft. per FTE(

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Public Colleges (using factor of 93 sq. ft. pte . TE)

Montana College of Mineral Science and Tech.Western Montana CollegeEastern Montana CollegeNorthern Montana College

Total

Public Universities (using factor of 114 sq. ft. per FTE)

University of MontanaMontana State University

Total

Community Colleges (using factor of 103 sq. ft. per FTE)

Dawson CollegeMites City Community CollegeFlathead Valley Community College

Total

Total Public Higher Education

Public CollegesPublic UniversitiesCommunity Colleges

Total

Capacity1,269 FTE1,609 FTE2,800 FTE1,991 FTE

7,659 FTE

6,652 FTE8,145 FTE

14,707 FTE

391 FTE368 FTE522 FTE

1,281 FTE

7,659 FTE14,707 FTE

1,281 FTE

23,647 FTE

FTE from Technical Report on Fiscal & Budgetary Information

Enrollment700735

2,8161,079

5,330

8,0268,225

16,261

356348731

1,436

5.33010,251

1,435

23,016

1973-74 FTE was 23,016 and there was an EYE capacity of 23,647. The closing of WesternMontana College would reduce the FTE capacity of the University System by 1,609producing a deficit of 978 in FTE capacity using the 1973.74 data. A predicted FTE of over25,000 in public higher education for 1980-81 would produce a shortage of FTE capacity of2,962 if Western's buildings were not used. The addition of 1,609 FTE capacity of Westernwould reduce this deficit to 1,353 FTE capacity.

There is no logic in closing one institution only to launch an expensive building program atanother. Any argument that Western students could be accommodated at the otherinstitutions without additional building space, requirements or staff would appear rebuttedby the $20,000,000 long range building program priority list of capital project requests,1973-75 Biennium:Projects resulting in additional ACADEMIC SpaceProjects resulting in additional SUPPORT SpaceProjects upgrading existing ACADEMIC SpaceProjects upgrading existing SUPPORT SpaceSite development Land Acquisition

85,363,000.002,107,000.006,742,700.002,244,000.001,631,500.00

TOTAL $18,088,200.00

The Long Range Building requests presented by six units July 1, 1974 totaled $29,000,000with $14,000,000 recommended for legislative approval for the 1975-1977 biennium.

The crisis of declining enrollments doesn't gain much support in this area.

Abandonment of any existing facilities by the University system would in effect waiveoptions for the future in Montana. The question of a school of Veterinary Medicine forMontana could some day become a reality with proper planning. The question of usingexisting facilities at Western Montana College has never been researched nor has thequestion of moving a department or departments, education, for example, from Bozeman to

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Western, which would then provide room for a Vet school with greatly reduced buildingcosts

The shock treatment of Western as a throw-away campus should be repugnant to everytaxpayer in Montana It is saying in effect, that the state of Montana is dead; it will not growor need new programs. It leaves no room for options, expansion, or error in predicting thefuture growth of Montana if present enrollment projections should tarn out to be asinaccurate as past projections, the University system will undoubtedly need all of the avail-able facilities and more. In fact the enrollment projections made by this Commission in May1974 became invatid by No ember 1974.

8. Legal ProblemsThe practical and legal realities presented to the Commission were not answered butshould be reported for future reference. Among them were:

1 The Enabling Act adopted by Congress setting aside 100.000 acres of land forthe support of a Norami school at Dillon and a School of Mines. Our Conctitutionand government provide that "these funds should remain inviolated for thepurpose for which they are dedicated."

2. The contract between the State and the United States Department of Health,Education and Welfare involving loans and grants under the provisions of theHigher Education Facilities Act of 1963. as amended,provides that the State willoperate and maintain the project as an academic facility for at !east the period offederal interest in the case of a gent and in the case of a loan for as long as thegovernment holds any of the bonds, or for a period of twenty years followingcompletion of the facilities, whichever is longer.In addition, there are outstanding student Building Fee and Land Grant IncomeRevenue Bonds whereby the State assured "undisturbed use of possession forthe purpose of the construction and operation of the facilities for not less than75 years from the date of the application.'

3 The trust deed for Western's academic facility site conveyed December 1,1894.

4. The question of who has authority, the Board of Regents or the Legislature, toclose any institution.

5. Should the court rule the Regents have such authority, a Constitutionalamendment could be placed on the ballot restructuring the University systemand limiting its power.

6. The proposed Constitutional amendment to permit aid to sectarian schoolsmight well do more harm than good to the educational system of the State.

7. Disposition of private trust and legacy funds given to Western and Tech for loansand scholarships.

8. Breach of faith to students attending the institutions on loans and scholarships.

9. Economic RealitiesThere were no fiscal notes attached to the staff report, and the Commission report alsocontains no summary of the amount of money required to implement the recommenda-tion. This glaring deficiency of making recommendations without regard to costs andleaving the financial, economic and practicable problem to the Legislature and Governor tosolve is not good educational planning. This Commission should have offered firm andpositive solutions to quality of education, duplication of courses, and cost of output, andthen these recommendations for additional money might be acceptable to the taxpayerswho must pay the bill.

10. Regents' AuthorityThe recommendation that the Regents assume control over all allocation of funds andschools, with the authority to establish and terminate units isolates the entire higher

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education system from the control of any elected officials responsible to the citizens andixpayers. The new Constitutional provision providing for a Commissioner of HigherEducating, and giving more authority to the Regents was passed with the intent that allpowers would be exercised within the existing framework of the University Systemconsisting of all six units.The practical, political and economic chaos created by any unit's closure would causeirreparable harm to the entire University System for the years to come. As pointed out by Dr.Durham, "Those who can appreciate the facts which confront state governments, taxrevenues, and legislatures, and who envy for higher education in its just role (no more, noless) in the state, had better concern themselves with a more perfectly coordinated statesystem." Durham recommended building strength in the office of an executive secretary,but on premises that the permanence of the existing six units was assured.

By the continuing attack on the smaller units of the system by those who obviously desireonly two large units in the State, Bozeman and Missoula, the entire system of educationwithin the State will suffer, and the "system's fair share of the tax dollar may be erodedaway by the more unified approaches of highway, welfare, health and public school'foundation programs.' (Durham Report, p. 45)

Montanans rebel at the thought of giving dictatorial power to a commission, board orbureau at any time, and the commission system may well be short-lived or renderedineffective should it commence with radical actions without public support.

It is well known that Northern was a pre-commission candidate for closure, and thiscontinuing attack on the smaller units makes it more difficult for Northern to maintainpersonnel and enrollment. This Commission and Board of Regents could give strongsupport to this institution by eliminating the duplicated elementary education depart-ments at MSU and U of M, and thereby insure its future rather than negativerecommendations looking forward to its closure.

11. Western

The Commission recommends four basic criteria for determining the need for an institutionof higher education without reference to the cost to the student, the total cost of the productto the taxpayer, or the success of the graduates. This over-simplified criteria, 15 lines to beexact, purportedly justified radical recommendations affecting Western. The Commission,however, has recommended four pages of criteria to be met before an existing program canbe discontinued at any unit. With a $300,000.00 appropriation the Commission fails tomake a single cost saving recommendation pertaining to existing programs at the majorunits. Only Western and Tech are required to justify their existence, apparently for the solereason that they are small. Not even the junior colleges with smaller enrollments areconfronted with this situation.(A) Western Montana College has been educating teachers for the schools of

Montana and the national for seventy-seven years. Throughout its history it hascatered to the student of limited means providing education to the student at acost lower than at any other unit of the University System. The cost to thestudent for 1974-75 at Western is $305.00 below the average costs at the otherunits and 6463.00 less than the c ,st at the most expensive unit. Western's coststo the state per student have ranked lowest or next to lowest historically, exceptfor the attack year, 1973-74. Even in this one exceptional year Westernmanagement operated the school within its budget when at least one of thelarger units had to request a large supplemental appropriation. Western'scombined cost to the State and student remains the lowest in the UniversitySystem. The statements that the small schools are more expensive arecompletely false.

(B) Western's primary purpose is the instruction and training of teachers for thetblic schools of Montana. Its programs are geared to that function and its

u.aduates accepted in every are of Montana. There is no surplus of graduates

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from Western almost all receive jobs, with 90% staying in the State to teach,many in small rural communities where they adjust well to the social environ-ment. Over 188 graduates presently hold positions as principals, superin-tendents, and supervisors in Montana schools, white many other administratorsattended Western for various lesser periods. The Commission made no study asto the quality of education at Western or at nay of the units. Any such study mustnecessarily include the acceptance, demands, and success of its graduates.

The success and placement of Western graduates will compare favorably withany teachers' school in the nation. The Commission admittedly made no assess-ment of this fact in reaching their conclusion.

(C) The staff report, page 11-2 (1), had this to say about the types of institutions:

"Type of institution university, four-year college, communitycollege. The more modest the role of an institution and the morelimited its programs, the more likely it will be able to maintain quality,diversity, and efficiency with a relatively small enrollment. Therefore,the minimum viable enrollment of a community college is less thanthat of a four-year college, which, in turn, is lower than that of auniversity."

Western has maintained quality, diversity, and efficiency with a relatively smallenrollment. Bigness is not the goal of many Montanans, and bigness ineducation, as in other branches of government, has yet to be proved moreefficient. All classes are taught by well qualified instructors in daily contact withthe student. The human qualities and values must be measured as well as theeconomics of cost and maintenance.

There are many high school graduates in Montana who prefer to attend a smallcollege. The Commission report implies that an enrollment of 1,000 studentsshould be the minimum size for any four-year college, and vet the report doesnot show data to substantiate this figure in terms of quality eu.,cation or studentprogress.

Western had an enrollment of 1,072 in 1969 and 1.042 in 1970. Would theconclusion then be that the graduates in those years were more qualified thanthe graduates in 1972, when the enrollment was 839 students?

The demand for, and success of, Western's graduates in all the above yearsjustifies its continued role as a teacher education college.

(D) Montana is not dead. Despite the gloomy projection Montana will continue togrow and will have a continuing demand for well trained teachers in the primaryand secondary schools. Montana is gaining population daily. Early retirement,changed teacher-pupil ratios, kindergarten, special ed and continuing newprograms will require trained teachers.

The closure of any unit of postsecondary education will close with it options forthe future of Montana students.

Restructuring present programs within the framework of the existing systemswill eliminate duplication, decrease costs, and leave viable options for thefuture.

(E) The abandonment of a physical plant worth 815,000,000.00 at one unit while atthe same time continuing with new building programs at the larger units deniesthe recommendations that the existing facilities can absorb Western's students.The logic of transferring from the large high-cost, crowded units to the smaller,lower-cost units where space is available is completely ignored. The elementaryeducation departments at Bozeman and Missoula should be transferred back toWestern, Northern, and Eastern, where facilities are available, costs lower, andprograms geared to this express purpose. This would eliminate duplication in

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the area from 5 to 3 units which would be geographically well situated to servethe teacher needs of Montana.

(F) Any recommendations affecting a unit of the University System without anyconcern for the economic impact to the people involved, life long employees,teachers, students, and parents, or to the community or State is incredible.Economic impact statements and environmental impact statements should bemandatory.

(G) The Constitutional goal of educational opportunity is ignored, as welt as thecommission's goal of equal opportunity without regard to economic status.

Recommendations:

1. Western Montana College should be continued with its primary purpose the instruction andtraining of teachers for public schools of Montana.

The training of elementary education teachers should be shared with Eastern and Northernand discontinued at MSU and U of M, thereby reducing the duplication of these courses from5 schools to 3 schools geographically well situated to serve the needs of the State ofMontana. This would utilize existing space available at the colleges and alleviate thecrowded conditions at the universities.

Economic benefits would result as the teacher loads assignments are presently lower at theuniversities and salaries higher. Such restructuring would return this assignment back tothe colleges where it has always been until 1953, when due to increasing teacher demandand college enrollments, the Regents permitted MSU and U of M to offer programs in thisarea.

2. That further studies be undertaken to establish a school of veterinary medicine in Montanautilizing existing facilities to the extent possible at Western Montana College, either toestablish the school at Western or by transferring teacher training programs from MSU toWestern to provide space at MSU, thereby eliminating or greatly reducing building costs.

3. The Regents have a responsibility to see that the physical facilities now available in theUniversity System be utilized to an optimum before considering the building of additionalfacilities. Some of this might be done by regrouping related programs.

Submitted by:Carl M. DavisJohn L PetersonGeorge B. Schotte

UNIVERSITY OF CALIF.

LOS ANGELES

t qo.

CLE\frfkICHOIY1f: orL t e z.

.,- -1( ImTlai

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