FOR DIR PROGRAM REVIEWERS ┬╖ Application reference: Up Planning Edge LLC ┬╖ Submitted FY 26-27
DIR REVIEWER ACCESS

Texas Public Sector AI Awareness Training ΓÇö Reviewer Materials

Up Planning Edge LLC welcomes DIR program reviewers. Download the certification package below or request reviewer credentials by email.

FY 26-27 SUBMISSION TEX. GOV. CODE § 2054.5193 v1.0

Reviewer Materials

Each document below corresponds to a section of the DIR vendor application package.

1 ┬╖ Program Slide Deck (PDF)

Complete 46-slide deck covering Module 1 through Module 4, with all DIR Required Content elements cross-referenced by slide number. Mirrors the application crosswalk citations exactly.

PDF ┬╖ ~0.5 MB ┬╖ v1.0 ┬╖ 2026-05-29
Download Deck (PDF)

2 ┬╖ Program Document

Full program curriculum, learning objectives, module-by-module content outline, assessment specifications, accessibility commitments, instructor qualifications, and pricing.

DOCX ┬╖ v1.0 ┬╖ 2026-05-28
Download Program (DOCX)

3 ┬╖ Compliance Crosswalk

Same crosswalk also visible on the /compliance page on this site. Maps each DIR Required Content element to module and slides.

Web ┬╖ always current
View Crosswalk

4 ┬╖ Instructor Resume ΓÇö Joseph E. Neri

Lead Instructor qualifications: 20+ years operating 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, and University of Houston Bauer APEX Accelerator engagement.

DOCX ┬╖ 2026-05-28
Download Resume (DOCX)

5 ┬╖ Accessibility Statement

UPE WCAG 2.1 Level AA + Section 508 commitment with specific compliance measures.

Web ┬╖ also embedded in the application package
View Accessibility Statement

6 ┬╖ Records Retention Statement

7-year retention for completion records; 5-year retention for assessment records; agency-level rollup access on request.

Web ┬╖ also embedded in the application package
View Records Retention Statement

Reviewer Contact

For credentials, follow-up questions, or live walkthrough of the program, DIR reviewers may contact UPE directly.

ProviderUp Planning Edge LLC
EIN83-3871357
TX SOS File Number803254600
Principal Address510 High Ridge Dr, Friendswood TX 77546
Primary ContactJoseph E. Neri, Sole Member
Email[email protected]
Phone713-484-9515
Application referenceFY 26-27 ΓÇö submitted by 6/1/2026
Up Planning Edge LLC ┬╖ [email protected] ┬╖ 713-484-9515
This page is reachable for DIR program reviewers; the same content is available on request for any agency procurement reviewer.