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Tier 3 · Retainer

AMP Maintenance Retainer

Your plan stays current and defensible — year after year. Annual updates, compliance monitoring and board-reporting support, so your AMP never quietly falls out of date.

From $500/mo· billed quarterly
Always
compliant
Price
From $500/mosingle site · quarterly
Cadence
Annualreview & update
Format
Ongoing support+ priority access
Ideal for
Existing AMPsours or a prior plan
Why it matters

A plan is only useful while it’s current.

What it is

Ongoing peace of mind

Assets age, regulations change and boards turn over. The retainer keeps your AMP alive — we revisit it each year, roll the capital forecast forward, and make sure it still reflects reality and meets the latest requirements.

What you get

A plan that never goes stale

You get a refreshed, defensible document every year, a board-ready summary when you need it, and a specialist on call when questions arise — without the cost of rebuilding the plan from scratch each time.

What's included

What your retainer covers each year.

Annual AMP review & update
A full refresh of your plan, every year.
Board summary refresh
An up-to-date executive overview for your directors.
Regulatory change monitoring
We track the legislation that affects you.
Capital forecast roll-forward
Your ten-year plan, kept rolling and current.
Priority support
Phone and email access when questions arise.
Compliance check-ins
Regular confirmation that you remain audit-ready.
Stay compliant

Already have a plan? Keep it alive.

Whether we wrote it or someone else did, we can keep your AMP current and defensible.