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Hazlewood for Heroes: Veterans Day Benefit

Jason Burger, Justin Chew, Erin Givens,


Muhammad Khalid, Salman Lakhani,
Ammar Nazarali & Ana Viramontes

Business Communication 3310.003


Professor Joe Marchant - Team
Table of Contents
Executive Summary
Introduction to USAA
Background
Veterans
Hazlewood
Need and Our Purpose
Our Speaker
Logistics
Where
What
When
How
Schedule of Event
Cost Summary
Preparation Timeline
Future Goals
Responsibilities of Each Team Member

Appendix 1: Promotional Flier

Executive Summary

USAA
USAA mission is to facilitate the financial security of its members, associates, and their families
through provision of a full range of highly competitive financial products and services; in so
doing, USAA seeks to be the provider of choice for the military community.

www.usaa.com/inet/pages/about_usaa_corporate_overview_main

USAA was founded by 25 army officers in San Antonio, Texas. USAA provides a full range of
highly competitive financial products and services to the military community and their families,
and our world-class employees are personally committed to delivering excellent service and
great guidance.

This event is beneficial to usaa because it helps their respected customers to head back to school
for a brighter future. Moreover this company wishes to provide for military and their families so
a better future is within their mission.

Veterans Issues

Most veterans face the major issue of adjusting to civilian life, especially on-campus life.
Veterans with disability are usually reluctant to recognize the impact their disability has
on their learning
Many are unsure as to what academic field will be appropriate for their particular skill
set, interests, and military training.
Many claim that dealing with college and veteran bureaucracies can be frustrating
Experience irregular sleep cycles and depression due to their military experiences.
Since many veterans attend more than 1 college, they often have trouble with transfer
credits

Hazlewood Act
The Hazlewood Act is a State of Texas benefit that provides qualified veterans, spouses, and
dependent children with an education benefit of up to 150 hours of tuition exemption, including
most fee charges, at public institutions of higher education in Texas.
About 39,000 students were covered by the Hazlewood Act in 2014, according to the budget
board. That was up from 29,000 in 2012 and 36,000 in 2013.
the number of semester credit hours is limited to 150 hours.
Qualifications: Source: http://www.tvc.http://www.tvc.texas.gov/Hazlewood-Act.aspx?
CFID=23644222&CFTOKEN=15438011
Hazlewood v.s GI bill: For students in Texas who qualify for the Hazlewood Act and the GI bill ,

the options are:

Using your MGIB and Hazlewood act benefits congruently or,

Using up your New GI Bill benefits and Hazlewood Act benefits

consecutively New GI Bill first, Hazlewood Act second.


The difference again comes down to whether you want to transfer benefits or get an advanced
degree. If you are only seeking a four-year degree, and do not plan on transferring benefits, then
it may be better to use both your MGIB and Hazlewood benefits at the same time and get the
maximum amount of money.

If you plan on getting an advanced degree or transferring your Hazlewood benefits, then it might
be more advantageous to use up your Post 9/11 GI Bill first and either use your Hazlewood
benefits towards an advanced degree or transfer your Hazlewood benefits to a dependent or
spouse.

If you only qualify for one GI Bill or the other, then the decision is easy. However, if you qualify
for both, it can be challenging to figure out which one is the best for your situation. To help you
decide, chart out the pros and cons of each program and see which one comes out on top. You
want to be sure, because once you convert to the Post 9/11 GI Bill, there is no turning back as the
change is irrevocable.

If the veteran is receiving federal educational benefits, but can't utilize Hazlewood benefits
yet because of the value of the federal benefits, the veteran still eligible to transfer the
Hazlewood benefits to a child

Need

The Hazlewood Exemption provides tuition and mandatory fee exemption for Military veterans.
The Hazlewood Act thereby significantly reduces the financial burden of higher education;
however, according to University of Texas System article, the cost to institutionsis $169.1
million and is projected to rise to $286.2 million by 2017.

The financial burden to institutions is significant and passed on the students; for this reason, the
UT System chancellor is, proposing, that the Legislature fully fund the Hazlewood Act, along
with chancellors from the Texas A&M, Texas State, Texas Tech, University of Houston and
University of North Texas systems.

In Summary, the Hazlewood Exemption provides a great opportunity for military Veterans and
their dependents but is very costly to public university systems.

Our Purpose

By hosting Hazlewood for Heroes our purpose at USAA is twofold. Firstly, we wish to honor
our Veterans for their commitment and sacrifice. Here at USAA we deeply respect our Veterans
and Secondly, we want to encourage attendees to take advantage of the opportunity that higher
education offers
We would be honored to include the Regional Chamber of Commerce as a partner in this effort.
Thank you.

Guest Speaker, Dana Bowman


Dana Bowman is a retired sergeant First class with the U.S army. He is quite and impressive
American Hero who has astounded everyone in United States with his determination and
success. He lost both his legs in a skydiving accident when he and his teammate collided in
midair during a training exercise. He retired from the U.S army in 1996 and attended University
of Phoenix where he received a Bachelor of Science degree in commercial aviation. His story is
truly inspiring. He has spoken in more than 400 events in the past few years and has been in
many magazines.

Cost Summary

Speaker 7.5k
Oak Point Park Amphitheatre through Plano Stages with sound system = 2400.
Chipotle Catering = $ 7400.
Local Volunteer Band (tbd) = Free.
10 White folding rental chairs (Big D party rentals) = $15/hour (2-7) $75.
Two 8 feet foldable table rental (Big D party rentals) = $17/hour (2-7) = $85.

Total Cost = $17,460

Logistics

What? Hazlewood for Heroes

Why? To not only honor our veterans but also to encourage them to go to college by raising
awareness of the Hazlewood Act and the benefits it brings.

Where? Oak Point Park


5901 Los Rios Blvd, Plano, TX 75074

When? May 25, 2016


3:00pm-6:30pm

How? Volunteers for Food Service, Setup and Plano ISD National Honor Society
Volunteers
Schedule of Events
3:00pm - Event begins (registration & balloon pick up)
- Food & music
4:00pm - Guest Speaker
5:00pm - Balloon Release
5:15pm - Veteran Services Center- Brief information on the Hazlewood Act.
5:30pm- Tables set up for more information & music
6:30pm - End of event
Preparation Timeline

Marketing

Let the press know about the event so they can publish about it.
Let the veterans know through social media sites such as facebook, twitter and linkedin. Make
daily post on Great Dallas Military facebook page.
Send email out to veterans on daily basis. Include pictures of speakers and their bios.
Submit the Event information to Military related organizations such as department of veterans
affair and American Legions. Get the organizations help to let the word out.

Future Goals

Staff that works with veterans, and does not have a military background, should receive
some type of training on the challenges and strengths that students with military
backgrounds face and training to be a military friendly instructor. This does not have to
be a lengthy training. One educational seminar is all that is needed.
Support veterans with disabilities by including campus and community resources for
them in campus orientations. Courses and seminars can be provided for student veterans
to better educate them on how to talk with faculty, advocate for their needs, take
advantage of campus resources, and help veterans understand the difference between the
military, higher education, and the corporate world.
Gain support for the state legislature to fund Hazlewood act so that it is less of a burden
on state universities and so more and more veterans can benefit from it.
Start a veterans student groupon to support academic and social aspects of campus life.
Establish a lounge for veterans to gather, such as the multicultural lounge in SSB, that is
welcoming and accessible to all veterans.

Division of Tasks
Jason Burger:
Cost Research and Summary
Background to USAA
Justin Chew:
Hazlewood Act
Erin Givens:
Purpose and Executive Summary
Muhammad Khalid
Guest Speaker, Promotion Planning
Salman Lakhani
Veterans Issues
Ammar Nazarali: Event Logistics
Ana Viramontes: Catering Research
Appendix: Promotional Flier
Hazlewood for Heroes: Veterans Day Benefit

Jason Burger, Justin Chew, Erin Givens,


Muhammad Khalid, Salman Lakhani,
Ammar Nazarali & Ana Viramontes

Business Communication 3310.003


Professor Joe Marchant - Team
Table of Contents
Executive Summary
Introduction to USAA
Background
Veterans
Hazlewood
Need and Our Purpose
Our Speaker
Logistics
Where
What
When
How
Schedule of Event
Cost Summary
Preparation Timeline
Future Goals
Responsibilities of Each Team Member

Appendix 1: Promotional Flier


Executive Summary

USAA

USAA mission is to facilitate the financial security of its members, associates, and their families
through provision of a full range of highly competitive financial products and services; in so
doing, USAA seeks to be the provider of choice for the military community.

www.usaa.com/inet/pages/about_usaa_corporate_overview_main

USAA was founded by 25 army officers in San Antonio, Texas. USAA provides a full range of
highly competitive financial products and services to the military community and their families,
and our world-class employees are personally committed to delivering excellent service and
great guidance.

This event is beneficial to usaa because it helps their respected customers to head back to school
for a brighter future. Moreover this company wishes to provide for military and their families so
a better future is within their mission.

Veterans Issues
Most veterans face the major issue of adjusting to civilian life, especially on-campus life.
Veterans with disability are usually reluctant to recognize the impact their disability has
on their learning
Many are unsure as to what academic field will be appropriate for their particular skill
set, interests, and military training.
Many claim that dealing with college and veteran bureaucracies can be frustrating
Experience irregular sleep cycles and depression due to their military experiences.
Since many veterans attend more than 1 college, they often have trouble with transfer
credits

Hazlewood Act
The Hazlewood Act is a State of Texas benefit that provides qualified veterans, spouses, and
dependent children with an education benefit of up to 150 hours of tuition exemption, including
most fee charges, at public institutions of higher education in Texas.
About 39,000 students were covered by the Hazlewood Act in 2014, according to the budget
board. That was up from 29,000 in 2012 and 36,000 in 2013.
the number of semester credit hours is limited to 150 hours.
Qualifications: Source: http://www.tvc.http://www.tvc.texas.gov/Hazlewood-Act.aspx?
CFID=23644222&CFTOKEN=15438011
Hazlewood v.s GI bill: For students in Texas who qualify for the Hazlewood Act and the GI bill ,

the options are:

Using your MGIB and Hazlewood act benefits congruently or,

Using up your New GI Bill benefits and Hazlewood Act benefits

consecutively New GI Bill first, Hazlewood Act second.

The difference again comes down to whether you want to transfer benefits or get an advanced
degree. If you are only seeking a four-year degree, and do not plan on transferring benefits, then
it may be better to use both your MGIB and Hazlewood benefits at the same time and get the
maximum amount of money.

If you plan on getting an advanced degree or transferring your Hazlewood benefits, then it might
be more advantageous to use up your Post 9/11 GI Bill first and either use your Hazlewood
benefits towards an advanced degree or transfer your Hazlewood benefits to a dependent or
spouse.

If you only qualify for one GI Bill or the other, then the decision is easy. However, if you qualify
for both, it can be challenging to figure out which one is the best for your situation. To help you
decide, chart out the pros and cons of each program and see which one comes out on top. You
want to be sure, because once you convert to the Post 9/11 GI Bill, there is no turning back as the
change is irrevocable.
If the veteran is receiving federal educational benefits, but can't utilize Hazlewood benefits
yet because of the value of the federal benefits, the veteran still eligible to transfer the
Hazlewood benefits to a child

Need

The Hazlewood Exemption provides tuition and mandatory fee exemption for Military veterans.
The Hazlewood Act thereby significantly reduces the financial burden of higher education;
however, according to University of Texas System article, the cost to institutionsis $169.1
million and is projected to rise to $286.2 million by 2017.

The financial burden to institutions is significant and passed on the students; for this reason, the
UT System chancellor is, proposing, that the Legislature fully fund the Hazlewood Act, along
with chancellors from the Texas A&M, Texas State, Texas Tech, University of Houston and
University of North Texas systems.

In Summary, the Hazlewood Exemption provides a great opportunity for military Veterans and
their dependents but is very costly to public university systems.

Our Purpose

By hosting Hazlewood for Heroes our purpose at USAA is twofold. Firstly, we wish to honor
our Veterans for their commitment and sacrifice. Here at USAA we deeply respect our Veterans
and Secondly, we want to encourage attendees to take advantage of the opportunity that higher
education offers
We would be honored to include the Regional Chamber of Commerce as a partner in this effort.
Thank you.

Guest Speaker, Dana Bowman


Dana Bowman is a retired sergeant First class with the U.S army. He is quite and impressive
American Hero who has astounded everyone in United States with his determination and
success. He lost both his legs in a skydiving accident when he and his teammate collided in
midair during a training exercise. He retired from the U.S army in 1996 and attended University
of Phoenix where he received a Bachelor of Science degree in commercial aviation. His story is
truly inspiring. He has spoken in more than 400 events in the past few years and has been in
many magazines.

Cost Summary

Speaker 7.5k
Oak Point Park Amphitheatre through Plano Stages with sound system = 2400.
Chipotle Catering = $ 7400.
Local Volunteer Band (tbd) = Free.
10 White folding rental chairs (Big D party rentals) = $15/hour (2-7) $75.
Two 8 feet foldable table rental (Big D party rentals) = $17/hour (2-7) = $85.
Total Cost = $17,460

Logistics

What? Hazlewood for Heroes

Why? To not only honor our veterans but also to encourage them to go to college by raising
awareness of the Hazlewood Act and the benefits it brings.

Where? Oak Point Park


5901 Los Rios Blvd, Plano, TX 75074

When? May 25, 2016


3:00pm-6:30pm

How? Volunteers for Food Service, Setup and Plano ISD National Honor Society
Volunteers

Schedule of Events
3:00pm - Event begins (registration & balloon pick up)
- Food & music
4:00pm - Guest Speaker
5:00pm - Balloon Release
5:15pm - Veteran Services Center- Brief information on the Hazlewood Act.
5:30pm- Tables set up for more information & music
6:30pm - End of event
Preparation Timeline
Marketing

Let the press know about the event so they can publish about it.
Let the veterans know through social media sites such as facebook, twitter and linkedin. Make
daily post on Great Dallas Military facebook page.
Send email out to veterans on daily basis. Include pictures of speakers and their bios.
Submit the Event information to Military related organizations such as department of veterans
affair and American Legions. Get the organizations help to let the word out.

Future Goals

Staff that works with veterans, and does not have a military background, should receive
some type of training on the challenges and strengths that students with military
backgrounds face and training to be a military friendly instructor. This does not have to
be a lengthy training. One educational seminar is all that is needed.
Support veterans with disabilities by including campus and community resources for
them in campus orientations. Courses and seminars can be provided for student veterans
to better educate them on how to talk with faculty, advocate for their needs, take
advantage of campus resources, and help veterans understand the difference between the
military, higher education, and the corporate world.
Gain support for the state legislature to fund Hazlewood act so that it is less of a burden
on state universities and so more and more veterans can benefit from it.
Start a veterans student groupon to support academic and social aspects of campus life.
Establish a lounge for veterans to gather, such as the multicultural lounge in SSB, that is
welcoming and accessible to all veterans.

Division of Tasks
Jason Burger:
Cost Research and Summary
Background to USAA
Justin Chew:
Hazlewood Act
Erin Givens:
Purpose and Executive Summary
Muhammad Khalid
Guest Speaker, Promotion Planning
Salman Lakhani
Veterans Issues
Ammar Nazarali: Event Logistics
Ana Viramontes: Catering Research
Appendix: Promotional Flier