Up Planning Edge LLC welcomes DIR program reviewers. The full certification package is attached to the FY 26-27 vendor application submission. Request fresh copies of any document below by email.
Each document below was attached to the DIR vendor application package submitted via DIR's SurveyMonkey form. Reviewers can request a fresh copy of any document at any time.
46-slide deck covering Module 1 through Module 4. Plain language at the 5th grade reading level. All DIR Required Content elements cross-referenced by slide number. Mirrors the application crosswalk citations exactly.
Request Deck (Email)Full program curriculum. Learning objectives, module-by-module content outline, assessment specifications, accessibility commitments, instructor qualifications, and pricing.
Request Program Doc (Email)Always-current crosswalk on the Compliance page. Maps each DIR Required Content element to module and slides. No request needed. View on the site.
View Crosswalk on SiteLead Instructor qualifications. 20 plus years of operating-level small-business experience. Multi-platform AI thought leadership channel (The Future-Proof Advisor). Federal-contractor advisory practice involving FAR, DFARS, SPRS, NIST SP 800-171. Active client at the University of Houston Bauer APEX Accelerator.
Request Resume (Email)Up Planning Edge LLC WCAG 2.1 Level AA and Section 508 commitment, with specific compliance measures.
View Accessibility Statement7-year retention for completion records. 5-year retention for assessment records. Agency-level rollup access on request.
View Records Retention StatementFor credentials, follow-up questions, or live walkthrough of the program, DIR reviewers may contact UPE directly.