Can the RPM Schedule be signed electronically?

Yes. Electronic signatures satisfying intent, consent, attribution, and record retention are legally binding under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states. Exceptions exist for certain documents; verify notarization or witness requirements before proceeding.

Is notarization required for this schedule?

Not typically. Project schedules rarely require notarization; however specific contracts or state law may demand notarized acknowledgments or supporting documents. For remote notarization check state notary rules and RON availability and consult the state notary commission when needed.

How long must I retain the schedule?

Retention depends on context: keep active records through the project term plus at least three years; financial or tax-related documents may require retention per IRC §6501(a). Healthcare-related records adhere to HIPAA six-year retention (45 CFR §164.530(j)).

Who should sign the RPM Schedule?

Authorized signers are those with delegated authority in contract or governance documents: typically the Project Manager for operational entries and an executive or contracting officer for contractual acceptance. Document signatory authority to avoid challenges to approvals.

Can I use an eSignature vendor for signing?

Yes, provided the vendor supports legal e-signature requirements (intent, consent, attribution, retention) and meets necessary compliance like HIPAA or 21 CFR Part 11 where applicable. Obtain a BAA for PHI and confirm audit trail, encryption, and access controls.

How do I correct errors after signing?

Create a dated amendment or change order documented in a new revision of the RPM Schedule, obtain signatures from affected parties, and retain both versions with a changelog. Avoid manual overwrites of executed copies to preserve auditability.

Electronic Signature
Templates
Miscellaneous
Project Management RPM Schedule

Project Management RPM Schedule

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT RPM SCHEDULE

This Project Management RPM Schedule (the "Schedule") is entered into by and between Client Name: and Service Provider Name: . Effective Date:

WHEREAS

WHEREAS, Client has engaged Service Provider to perform project management services in support of Client's operations, including oversight of recurring performance metrics and program management; and

WHEREAS, the parties wish to define the recurring performance metric (RPM) schedule, reporting cadence, responsibilities, and payment terms applicable to such services;

WHEREAS, this Schedule supplements and is governed by the terms of the parties' underlying General Business Agreement and, in the event of conflict, the terms of this Schedule specific to RPM obligations shall control.

SCOPE OF WORK

Scope of RPM Services

RPM SCHEDULE DETAILS

The following metrics, targets, measurement methods, and reporting frequencies shall apply. The Service Provider shall be responsible for data collection, validation, and timely reporting as specified below.

Metric 1 — Description

Target:

Measurement Method:

Reporting Frequency:

Metric 2 — Description

Target:

Measurement Method:

Reporting Frequency:

PAYMENT TERMS

Compensation for RPM services shall be as follows.

Total Monthly Amount Invoice Schedule

Payment Due (days):

Late Fee

All invoices shall itemize hours, RPM measurements, and adjustments. Undisputed portions of invoices are due in accordance with the Payment Due field. Disputed amounts shall be documented and resolved in good faith; disputes do not excuse payment of undisputed amounts.

TERM AND TERMINATION

This Schedule commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Schedule for convenience upon written Notice Period (days): days' prior notice. Either party may terminate immediately for material breach that remains uncured for a period of 15 days following written notice of such breach.

Upon termination, Service Provider shall deliver final reports, outstanding RPM data, and a final invoice for services performed through the effective termination date. Client shall pay all undisputed amounts due within the Payment Due (days) specified above.

CONFIDENTIALITY

Each party shall treat as Confidential Information all non-public business, technical and financial information disclosed in connection with the performance of the Schedule. Confidential Information shall not include information that is or becomes generally available to the public without breach of this Schedule, independently developed by the recipient, or rightfully received from a third party without restriction.

The recipient shall use Confidential Information solely to perform its obligations under the Schedule, shall restrict disclosure to employees, contractors and agents with a need to know, and shall employ reasonable measures to protect confidentiality. Upon expiration or termination, the recipient shall return or certify destruction of Confidential Information as requested by the disclosing party.

GOVERNING LAW

This Schedule shall be governed by and construed in accordance with the laws of the state specified below without regard to conflicts of law principles.

Governing State

ENTIRE AGREEMENT

This Schedule, together with any referenced statements of work and the controlling General Business Agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. No amendment or modification shall be effective unless in writing and signed by authorized representatives of both parties.

NOTICES AND CONTACTS

Client Contact Service Provider Contact

ADDITIONAL PROVISIONS

Change orders to the Scope of Work or RPM metrics shall be documented in writing and signed by both parties. Service levels and remedies for failure to meet RPM targets shall be addressed in separate addenda when applicable. Each party represents that it has the authority to enter into this Schedule.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management RPM Schedule Is

The Project Management RPM Schedule is a structured project planning and reporting template used to record recurring project reviews, performance metrics, and milestone timing for resource planning and management. It organizes roles, responsibilities, deliverables, review frequency, and change control notes in a single schedule to support consistent oversight. Organizations use it to align stakeholders, document decisions, and provide an auditable timeline for approvals. When completed accurately it becomes the central reference for status reporting, resource allocation, and contractual milestone verification across project phases.

Why a Consistent RPM Schedule Matters

A Project Management RPM Schedule centralizes milestone tracking, reduces missed reviews, and clarifies owner accountability. It supports timely decision-making, streamlines reporting, and provides a documented audit trail for compliance and contractual obligations without changing core project governance processes.

Who Typically Completes the RPM Schedule

Typical users and teams that complete the Project Management RPM Schedule include project managers, PMOs, and functional leads coordinating cross-functional work.

Project Managers responsible for schedule accuracy, risk logging, and stakeholder updates.
PMO staff who consolidate reports, enforce review cycles, and maintain version control.
Functional Leads (engineering, QA, procurement) providing status, resource constraints, and acceptance criteria.

Use this schedule to standardize recurring reviews and ensure accountable, traceable actions across the project lifecycle.

Primary Roles and Responsibilities

Project Manager

As primary owner, the Project Manager populates milestones, assigns owners, records progress, and updates risk and issue entries. They ensure the RPM Schedule reflects real-time status for executive reporting and act as the point of contact for schedule changes and approvals.

PMO Director

The PMO Director validates schedule consistency across programs, enforces review cadence, and uses the RPM Schedule to aggregate metrics for portfolio governance. They may require standardized fields and audit logs for compliance and cross-project benchmarking.

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest

Audit Trail: Timestamped events, IP, signer attribution

Access Control: Role-based permissions and SSO

Certifications: ESIGN, UETA, SOC 2 Type II

HIPAA Support: BAA available for covered entities

File Formats: Supports PDF, DOCX, HTML, Excel

Risks and Potential Consequences

Missed Milestones: Leads to schedule slippage and costs

Liquidated Damages: Contract penalties per milestone failure

Payment Delays: Invoices withheld until milestones verified

Audit Findings: Poor records can trigger compliance reviews

Legal Disputes: Ambiguous dates increase litigation risk

Data Integrity: Inaccurate entries impair decision-making

Common Preparation Mistakes to Avoid

Leaving dates ambiguous (for example, 'Q3') causes misalignment; always use MM/DD/YYYY and state milestone acceptance criteria to avoid disputes.
Omitting owner names or assigning roles to groups prevents accountability; list a single responsible person for each deliverable with contact details and backup.
Failing to update version history removes traceability; maintain dated revisions and a brief changelog describing scope or date modifications for every edit.
Not aligning the schedule with contract exhibits leads to conflicting obligations; reference contract clause numbers and attach authoritative scope documents.

Step-by-Step: Completing the RPM Schedule

Follow these steps to complete the Project Management RPM Schedule accurately and maintain an auditable record for stakeholders.

01

Prepare: Gather contract, scope, and current status data
02

Define Milestones: List milestones with acceptance criteria and dates
03

Assign Owners: Name responsible person and backup with contact
04

Publish & Review: Share schedule, capture approvals, and log changes

Where to Submit the Completed Schedule

Typical routing paths for the completed Project Management RPM Schedule depend on contract terms and organizational governance.

Internal PMO: Submit to PMO for consolidation and portfolio reporting
Contracting: Attach to contract exhibits or change orders
Finance: Send to accounts for milestone-based billing
Stakeholders: Distribute to sponsors and functional leads

Essential Components of a Professional RPM Schedule

A professional Project Management RPM Schedule combines schedule detail, responsibility mapping, review cadence, acceptance criteria, version control, and links to supporting documents to serve as a single source of truth.

Milestone Detail

Each milestone lists a concise description, target date, acceptance criteria, and measurable success indicators so progress can be validated and payment triggers can be applied per contract terms.

Responsibilities

Clearly assign a single accountable owner, responsible parties, and backups for each task; include role, email, and escalation path to prevent handoff confusion during execution.

Review Cadence

Define the frequency and format of recurring reviews (weekly, monthly, milestone-based), required attendees, and expected deliverables to ensure consistent governance and decision-making.

Versioning

Maintain a revision history with dates, editor names, and a brief summary of changes to preserve an audit trail and support dispute resolution or audits.

Linked Documents

Reference and attach relevant documents such as statements of work, change orders, acceptance forms, and test reports to provide context for milestone completion.

Risk & Issues

Capture open risks and issues alongside mitigation actions, owners, and status updates so that schedule impacts are visible and traceable across reporting periods.

Configuring an Online RPM Workflow

Configure an online RPM workflow to automate routing, conditional approvals, and version control when using electronic platforms and eSignature tools.

Field	Configuration
Routing Order	Sequential or parallel approval routing
Authentication	Email, SMS code, or ID verification
Notifications	Custom reminders and escalation alerts
Field Logic	Conditional visibility and required rules

Distribution and Digital Submission Technical Needs

Technical considerations for eSubmission and distribution include supported file types, signer authentication, and audit logging requirements.

Integrations: Salesforce, NetSuite, Google Workspace
File Formats: PDF, DOCX, HTML, Excel
Auth Methods: Email link, SMS, KBA, SSO

Timelines, Deadlines, and Processing Expectations

Common timing expectations include initial schedule submission, regular review intervals, invoice submission aligned to milestones, and timeframes for approvals and dispute resolution.

Initial Submission:

Within 15 business days of project kickoff

Regular Reviews:

Weekly or monthly per review cadence

Approval Window:

Approvals expected within 5–10 business days

Invoice Submission:

Submit with signed acceptance forms

Dispute Resolution:

Raise disputes within 10 business days of notice

Key Milestones and Processing Stages

High-level milestone sequence for an RPM schedule highlights planning, execution, review, and closure stages with responsible parties and acceptance criteria at each step.

01

Planning & Baseline

Establish scope, milestones, owners, and baseline dates

02

Execution Tracking

Update progress, log issues, and adjust dates

03

Review Cycle

Conduct scheduled reviews and capture approvals

04

Closeout

Record final acceptance, lessons learned, and archive schedule

eSignature Pricing and Feature Snapshot for RPM Workflows

Comparison of typical eSignature plans and features relevant when executing a Project Management RPM Schedule; signNow is listed first for reference.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions and Practical Answers

Answers to common questions about completing, electronically signing, notarizing, and retaining a Project Management RPM Schedule are provided below for practical guidance.

Need help? Contact support

Can the RPM Schedule be signed electronically?
Yes. Electronic signatures satisfying intent, consent, attribution, and record retention are legally binding under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states. Exceptions exist for certain documents; verify notarization or witness requirements before proceeding.
Is notarization required for this schedule?
Not typically. Project schedules rarely require notarization; however specific contracts or state law may demand notarized acknowledgments or supporting documents. For remote notarization check state notary rules and RON availability and consult the state notary commission when needed.
How long must I retain the schedule?
Retention depends on context: keep active records through the project term plus at least three years; financial or tax-related documents may require retention per IRC §6501(a). Healthcare-related records adhere to HIPAA six-year retention (45 CFR §164.530(j)).
Who should sign the RPM Schedule?
Authorized signers are those with delegated authority in contract or governance documents: typically the Project Manager for operational entries and an executive or contracting officer for contractual acceptance. Document signatory authority to avoid challenges to approvals.
Can I use an eSignature vendor for signing?
Yes, provided the vendor supports legal e-signature requirements (intent, consent, attribution, retention) and meets necessary compliance like HIPAA or 21 CFR Part 11 where applicable. Obtain a BAA for PHI and confirm audit trail, encryption, and access controls.
How do I correct errors after signing?
Create a dated amendment or change order documented in a new revision of the RPM Schedule, obtain signatures from affected parties, and retain both versions with a changelog. Avoid manual overwrites of executed copies to preserve auditability.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now