Information has been whispered for some time now. What we knew was that officials from the U.S. Dept. of Education (DOE) visited Rogers State University in Claremore in February 2008 to conduct an on-site review of RSU’s federal grant programs, which receive over $8.3 million in federal funds. On-site review personnel interviewed more than 30 individuals at RSU in its investigation.

The WynnBlog is now in possession of a copy of the DOE’s preliminary report that was sent to RSU President Joe Wiley and President-Designate Larry Rice, March 19, 2008. This is the report that precipitated the rapid departures of Sheree Hukill (co-defendant with Joe Wiley and the O.U. Regents in a wrongful termination lawsuit by Marilyn McClain Goff) and Penny Pricer. RSU had an opportunity to respond, and as I understand it, DOE will issue a final report at some point. I will provide both RSU’s response and DOE’s final report as soon as I can. As for now, here is the DOE’s preliminary report.

Friends, it’s not pretty. It appears that all the worst things that many of us have heard about RSU are, in fact, true. The DOE report notes:

Ed Pacchetti, Deputy Director, Office of Postsecondary Education Program Oversight Staff and Jeffrey Lunardi, Program Analyst, Office of Postsecondary Education Program Oversight Staff, conducted an on-site review of the Rogers State University (RSU) Federal TRIO grant programs from February 25-29. 2008. The review took place on the campus of Rogers Siale University in Claremore, Oklahoma.

Mr. Pacchetti and Mr. Lunardi interviewed a total of 36 employees and students from the Rogers State University Administration, the RSU TRIO program administration, four current TRIO grant programs, and one former program. In addition to conducting these interviews, Mr. Pacchetti and Mr. Lunardi reviewed student, programmatic, and fiscal records from all five of the TRIO grant programs under review. Fiscal records were requested and reviewed from September I, 2006 through December 31, 2007.

***

…the TRIO Department is also marked by incredibly high personnel turnover, multiple internal reorganizations, and what many TRIO staff members consider to be a generally intimidating work environment. lnterviews and program files suggest that these negative characteristics have hampered student services and led to cost misallocations over the past year.

Forty different people have worked in the RSU TRIO Department (the Department) since the beginning of 2006. Nineteen of these 40 employees (47.5%) have either retired. left the program, or had their employment terminated. In addition to this substantial rate of employee turnover, the TRIO Department utilized four different organintional structures during the same time period. It should be noted that due to inconsistent documentation, it is difficult to ascertain exactly when these changes occurred and how they affected the organization and student service delivery. (emphasis added)

The report also includes details about:

• RSU’s organizational and personnel changes to the grant programs without the DOE’s notification or consent (including a complex timeline chart detailing all the staff changes)
• the fact that Penny Pricer was unqualified for the position she held and her hiring process was frought with conflicts of interest
• Penny Pricer’s salary not being in compliance with university policy, including details about whether university officials were forthright about the issue
• misallocated payroll funds (with more charts)
• misallocated training and staff development funds
• Upward Bound activities not even being conducted in the Fall semester of 2007: “There is no documentation to suggest that any Upward Bound students received tutoring, counseling, or mentoring from August of 2007 until January 8, 2008.” (includes another handy chart)

In conclusion, the report states:

Project Directors do not have direct control over their project budgets. which is cause for great concern. In a meeting with tbe Executive Director [Sheree Hukill] on Friday, February 29, she made it clear that she has control over all final purchase and budgetary decisions Additionally, none of the Project Directors could provide an estimate of how much money was In theIr budget at the time of their interviews. This represents a lack of sufficient managerial control by the TRIO Project Directors over the federal funds that they utilize.

Turnover has been so rapid during the last two years that even the Executive Director has trouble maintaining an up-to-date chart of employees and their positions, as evidenced by the inconsistent documentation provided to the Program Oversight Staff and the incorrect organizational leadership information submitted to TRIO Program Officer Crystal Wheeler during the week of our on-site review. An example of the frequent changes in organizational leadership is Ms. Penny Pricer. Since her start date on February 12, 2007, approximately 13 months ago, she has held the position of Project Director for four different TRIO programs at one time or another, including being the Director of the Educational Talent Search Program on two separate occasions.

We believe that the RSU TRIO programs will be more effective, provide better services, and help larger numbers of eligible students under different leadership. This belief, combined with the misallocation of Federal funds, substantial employee turnover and reorganization, low employee morale, an environment of fear for many current RSU TRIO employees, and the seven findings detailed in this report, leads the Program Oversight Staff to recommend that Rogers State University thoroughly examine the current leadership of its TRIO programs and take all necessary actions to rectify the current situation. Rogers State University has already lost their Upward Bound Math and Science Program under the current leadership and services for the remaining TRIO Programs have suffered. Quality leadership will be critical to the future success of the RSU TRIO programs and the students that they serve. (emphasis added)

The WynnBlog has contacted RSU’s spokesperson for comment, but as of this post, we have received no reply. We will add RSU’s response if and when we receive it.