SAMPLE RACI MATRIX

FOR XYZ PROJECT

Discipline (Manager/Engineer)

Project Manager

Project Controls

Procurement

Construction/Comm.

Quality Control

Engg. Manager

Process

HSE (Site)

Process Safety

Material/Corrosion

Piping

Pipeline

Electrical

Instru. & Control

Telecom

Mech. (Static)

Mech. (Rot.)

HVAC

Civil & Structure

Integrity
Document/Deliverable
Sr. No.
Description

1 Project Management
1.1 Project Execution Plan, Engineering Execution Plan & Deliverables List A R R R R R R R R R R R R R R R R R R R

1.2 Overall Project Organization Chart A R C C C C I I I I I I I I I I I I I I

1.3 Project Management & Control Procedures A R C C C C

1.4 Project Reports (Progress, Site Visit etc.) A R C C C C I I I I I I I I I I I I I I

1.5 Project Planning Package A R C C C C C C C C C C C C C C C C C C

1.6 Mobilization Plan A R C C C C

1.7 Variations Reqest & Orders A R C C C C I I I I I I I I I I I I I I

1.8 Communication (Letters) A R C C C C I I I I I I I I I I I I I I

1.9 Progress Trends (Cost and Schedule) A R C C C C I I I I I I I I I I I I I I

1.10 Progress Payment and Invoicing A R C C C C

Others as per your project

2 Quality Control
2.1 Project Quality Plan A I I I R I I I I I I I I I I I I I I I

2.2 Inspection & Test Procedure (ITP) A I C C R C C C C C C C C C C C C C C C

2.3 Equipment Criticality Assessment Procedure A I R I I I I I I I I

2.4 Welding Procedure A I R

2.5 Welders Qualification & Certification A I R

2.6 Welders List A I R

2.7 Project QA/QC Personnel Qualification A I R

2.8 Project Material Control, Inspection, Identification & Traceability Procedure A I I I R I I I I I I I I I I I I I I I

Others as per your project

3 Procurement
3.1 Procurement & Logistics Procedure A I R I C I

3.2 Vendors List A I R I C I

3.3 Bid Evaluations (Vendors / Subcontracts) A I R I C I

3.4 Award of Subcontracts A I R I C I

3.5 Pre-Qualification of Vendors A I R I C I

Others as per your project

4 Construction
4.1 Construction Execution Plan A I R I C

4.2 Method Statements A I R I C

4.3 HSE / Plan Procedure A I C I R

4.4 Waste Management Plan A I C I R

4.6 Camp Emergency Response Plan A I C I R

4.7 Enviornment Management Plan A I C I R

4.7 Site Emergency Response Plan A I C I R

Others as per your project

5 Commissioning
5.1 Pre - Commissioning Procedures A I R I C I I C I I I I I I I I I I I

5.2 Commissioining Procedures A I R I C I I C I I I I I I I I I I I

5.3 System / Sub-System List A I R I C I I C I I I I I I I I I I I

Others as per your project

6 Process
6.1 Design Basis - Process I I A R C C I I I I I I I I I I

6.2 Philosophies I I A R C C C I I

6.3 PFD I I A R C C C C C C

6.4 P&ID I I A R C C C C C C C

6.5 Utility Flow Diagram I I A R C C C C I

6.6 Equipment Lists I I I A R C C C C C C I

6.7 Line Lists I I A R C C I

6.8 Tie-In Lists I I I A R C C I

6.9 Heat & Material Balance I I A R I

6.10 Process Safeguarding Diagram I I A R C C I I I

6.11 HAZOP Report I I A R I C C C C I C C C C I C I

Prepared by: MUJAHID AKHTAR 1 of 5

 SAMPLE RACI MATRIX
FOR XYZ PROJECT
Discipline (Manager/Engineer)

Project Manager

Project Controls

Procurement

Construction/Comm.

Quality Control

Engg. Manager

Process

HSE (Site)

Process Safety

Material/Corrosion

Piping

Pipeline

Electrical

Instru. & Control

Telecom

Mech. (Static)

Mech. (Rot.)

HVAC

Civil & Structure

Integrity
Document/Deliverable
Sr. No.
Description

6.12 HAZOP Closeout Report I I A R I C C C C I C C C C I C I

6.13 HAZOP Procedure I I A R C I

6.14 Alarm & Trip Schedules I I A R C C

6.15 Datasheets I I A R I I I I I I I I C C I I I

6.16 Simulation (Reports) I I A R

6.17 Reports I I A R I

6.18 Calculations I I A R

6.19 Manuals (O&M) I I I I A R C I C C C C C C C I I C

6.20 Utility and Chemical Consumption Summary I I A R C C C C

Others as per your project

7 Material & Corrosion

7.1 Material Selection & Corrosion Control Philosophy I I A R R I I I I

7.2 Material Selection Report I I A R R I I I I

7.3 Cathodic Protection Survey Report I I A R

7.4 Procedures (CP Survey, AC & DC Interference, etc.) I I A R C

7.5 Specifications I I A R

7.6 Material Selection Diagram I I A R R I I I I

7.7 Material Requisitions (Materials & Corrosion related) I I I C A R

7.8 Technical Bids Evaluation (Materials & Corrosion related) I I I C A R

7.9 Vendor Documents Review (Materials & Corrosion related) I I I C A R C

Others as per your project

8 HSE / Process safety

8.1 Design Basis - HSE I I A I R I I I I I I I I I I I

8.2 HSE Philosophy and Plan, etc. I I A I R I

8.3 Methodology / Procedures (HSE/PHA Workshops, etc.) I I A I R

8.4 HSE/PHA Workshop / Sessions Closeout Reports I I A I R

8.5 HSE/PHA Workshop / Sessions Reports I I A I R

8.6 HSE/PHA Registers I I A I R

8.7 Study Reports I I A I R

8.8 Specifications I I A I R

8.90 Calculations I I A I R

8.10 Schedules I I A I R

8.11 Hazardous Area Classification I I I A I I R I I I I I

8.12 Data Sheets (Safety Equipment, F&G, etc.) I I A C R C C

8.13 UPFD (Utilities) I I A C R C

8.14 UP&ID (Utilities) I I A C R C C

8.15 Layout (Safety Equipment, Fire Fighting, Fire Water, Fire & Gas, etc.) I I I A I I R C C

8.16 Material Requisitions (HSE related) I I I C A R C

8.17 Technical Bids Evaluation (HSE related) I I I C A R C

8.18 Vendor Documents Review (HSE related) I I I C A R C

Others as per your project

9 Civil & Structural

9.1 Design Basis - Civil I I A I I I I I I I I I I I R I

9.2 Toposurvey and Geotechnical Reports I I A I R

9.3 Specifications I I A R

9.4 Schedules I I A R

9.5 Bill of Materials/ Bill of Quantities I I A R

9.6 Site Preparation & Grading Plans I I I A R

9.7 General Arrangements I I A R

9.8 Architectural Works I I A R

9.9 Building GA I I A I I I I I R

9.10 Civil Layouts & Plans I I A I I I I I R

9.11 Drawings I I A I I I I R

9.12 Calculation Reports I I A R

9.13 Building Details (incl. Utilities) I I A C C C C R

Prepared by: MUJAHID AKHTAR 2 of 5

 SAMPLE RACI MATRIX
FOR XYZ PROJECT
Discipline (Manager/Engineer)

Project Manager

Project Controls

Procurement

Construction/Comm.

Quality Control

Engg. Manager

Process

HSE (Site)

Process Safety

Material/Corrosion

Piping

Pipeline

Electrical

Instru. & Control

Telecom

Mech. (Static)

Mech. (Rot.)

HVAC

Civil & Structure

Integrity
Document/Deliverable
Sr. No.
Description

9.14 General Notes I I A R

9.15 Typical/ Standards Details I I A R

9.16 Material Requisitions (Civil related) I I I C A R

9.17 Technical Bids Evaluation (Civil related) I I I C A R

Others as per your project

10 Electrical
10.1 Design Basis - Electrical I I A I I I I I R I I I I I I I

10.2 Site Visit Report I I A I I I I I R I I I I I I I

10.3 Specifications I I A R

10.4 Calculations I I A R

10.5 Electrical Cable Schedule I I A R

10.6 Relay Setting Schedule I I A R

10.7 Electrical Load List I I A I R I C

10.8 Bill of Materials/ Bill of Quantities I I I A R

10.9 Data Sheets I I A R

10.10 Single Line Diagrams I I A R

10.11 Protection and Metering Diagrams I I A R

10.12 Schematics I I A R

10.13 Diagram (Wiring, Interconnection, Termination etc.) I I A R

10.14 Equipment Location Layouts I I A I R I

10.15 Electrical Plans I I A R I

10.16 Electrical Cable Routing Plans/Layouts I I A R C

10.17 Drawings I I A R

10.18 Typical/ Standards Details I I A R

10.19 Material Requisitions (Electrical related) I I I C A R

10.20 Technical Bids Evaluation (Electrical related) I I I C A R

10.21 Vendor Documents Review (Electrical related) I I I C A R

10.22 Power System Study I I A R

10.23 Electrical System Philosophy I I A R

Others as per your project

11 Instrumentation & Control

11.1 Design Basis - Instrument & Control I I A I I I I I I R I I I I I I

11.2 Narratives (Control Narrative, etc.) I I A C R

11.3 Instrumentation Reports (incl. Site visit, Adequacy, Modification, etc.) I I A R

11.4 SIL Assessment Report I I A C C R

11.5 SIL Assessment Closeout Report I I A C C R

11.6 SIL Assessment Procedure I I A C C R

11.7 Philosophy (Instrumentation, ESD, Control, Maintenance, etc.) I I A C R

11.8 Specifications (Various Instrumentation & Control system Specifications) I I A R

11.9 Sizing Calculations (Power, Utility, Thermowell, Control Valve, Flow Element, etc.) I I A R

11.10 Schedule (Cable, Instrument tube, JB etc.) I I A R

11.11 I/O List I I A R

11.12 Instrument Index I I A R

11.13 Bill of Materials/ Bill of Quantities I I I A R

11.14 Instrument Data Sheets I I A R

11.15 Cause & Effect Diagrams I I A R C R

11.16 Diagram (System Architectures, System Block Diagram, Schematic Diagram, etc.) I I A R

11.17 Cable Block Diagrams I I A R

11.18 Logic Diagrams I I A C C R

11.19 Wiring diagrams (Interconnection, Termination, JB Wiring etc..) I I A R

11.20 Loop Diagrams (including Package Equipments) I I A R

11.21 Cable Routing Layouts (Instrument, F&G including Building Services, etc..) I I A C R

11.22 Control Room Layout / Equipment Room Layout / MCT Layout, etc.. I I A R

11.23 Location Layouts (Instrument, F&G Detectors incl. Building Services, etc.) I I A R

11.24 Instrument Plans I I A R

Prepared by: MUJAHID AKHTAR 3 of 5

 SAMPLE RACI MATRIX
FOR XYZ PROJECT
Discipline (Manager/Engineer)

Project Manager

Project Controls

Procurement

Construction/Comm.

Quality Control

Engg. Manager

Process

HSE (Site)

Process Safety

Material/Corrosion

Piping

Pipeline

Electrical

Instru. & Control

Telecom

Mech. (Static)

Mech. (Rot.)

HVAC

Civil & Structure

Integrity
Document/Deliverable
Sr. No.
Description

11.25 Typical/ Standards Details I I A R

11.26 Hook-Up Drawings (Process & Pneumatic) I I A R

11.27 Installation Drawing I I A R

11.28 Material Requisitions I I I C A R

11.29 Technical Bids Evaluations (I&C related) I I I C A R

11.30 Vendor Documents Review (I&C related) I I I C A R

Others as per your project

12 Telecom
12.1 Design Basis - Telecom I I A I I I I I I I R I I I I I

12.2 Telecom Reports (incl. Site visit, Adequeacy, Modification, etc.) I I A R

12.3 Telecom Philosophy I I A R

12.4 Telecom Specifications I I A R

12.5 Sizing Calculations (Power, Utility, CCTV, PA/GA, etc.) I I A C R

12.6 Equipment Schedule I I A R

12.7 Telecom Cable Schedule I I A R

12.8 Telecom Equipment list / Index I I A R

12.9 Bill of Materials/ Bill of Quantities I I I A R

12.10 Telecom Equipment Data Sheets I I A R

12.11 Diagram (System Architectures, System Block diagram, Schematic Diagram, etc.) I I A I R

12.12 Cable Block Diagrams I I A R

12.13 Interconnection / Termination Wiring Diagrams I I A C R

12.14 Telecom Cable Routing Layouts I I A C R

12.15 Control Room / Equipment room Layout (Telecom equipment / cabinet) I I A C R

12.16 Telecom Location Layouts I I A C R

12.17 Typical/ Standards Details I I A R

12.18 Installation Drawing I I A R

12.19 Material Requisitions (Telecom related) I I I C A R

12.20 Technical Bids Evaluation (Telecom related) I I I C A R

12.21 Vendor Documents Review (Telecom related) I I I C A R

Others as per your project

13 Piping
13.1 Design Basis - Piping I I A C C I R I I I I C C I C I

13.3 Specifications I I A R

13.4 Speciality Items List I I A R

13.5 Supports List I I A R

13.6 Calculations I I A R

13.7 Tie-In Schedules I I C C A C C C R C C

13.8 Stress Critical Line List I I A R

13.9 Bill of Materials/ Bill of Quantities I I I A R

13.10 Data Sheets I I A R

13.11 Plot Plan (Overall, Area, etc.) I I C C A C C C R C C C C C C C C

13.12 Key Plan I I A R C I I I

13.13 Piping General Arrangements I I A R

13.14 Layout, Plans, Routing Plan I I A R I

13.15 Isometrics I I A R I

13.16 Reports (Stress Analysis, Model review, Adequacy Check Report, etc.) I I C A R C C C C C

13.17 Sketches (Tie-In etc.) I I A R

13.18 Typical/ Standards Details I I A C R C C

13.19 Material Requisitions (Piping related) I I I C A R

13.20 Technical Bids Evaluation (Piping related) I I I C A R

13.21 Vendor Documents Review (Piping related) I I I C A R

Others as per your project

14 Pipeline
14.1 Design Basis - Pipeline I I A I C C I R I I I I I I I I

14.2 Specifications I I A C C C R

Prepared by: MUJAHID AKHTAR 4 of 5

 SAMPLE RACI MATRIX
FOR XYZ PROJECT
Discipline (Manager/Engineer)

Project Manager

Project Controls

Procurement

Construction/Comm.

Quality Control

Engg. Manager

Process

HSE (Site)

Process Safety

Material/Corrosion

Piping

Pipeline

Electrical

Instru. & Control

Telecom

Mech. (Static)

Mech. (Rot.)

HVAC

Civil & Structure

Integrity
Document/Deliverable
Sr. No.
Description

14.3 Calculations I I A R

14.4 Bill of Materials/ Bill of Quantities I I I A R

14.5 Data Sheets I I A I C R

14.6 Field Layout/ Route Map I I A C R C

14.7 Pipeline Alignment Sheets / Plans I I A R I C C

14.8 Pipeline Reports / Schedules I I A C I R I I

14.9 Stress Analysis Report I I A R

Pipeline Drawings (Typical/ Standards, Detailed Crossing, Station Approach, General
14.10 I I A R C
Arrangement, etc.)
14.11 Material Requisitions I I I C A R

14.12 Technical Bids Evaluation (Pipeline related) I I I C A R

14.13 Vendor Documents Review (Pipeline related) I I I C A R

Others as per your project

15 Mechanical (Static Equipment)

15.1 Design Basis - Static I I A I I I I I I I I R I I I I

15.2 Vessels and Tank Specifications I I A C R

15.3 Calculations I I A R

15.4 Data Sheets (Vessels, Tanks, Launcher, Receiver, Filters, etc.) I I A C C R

15.5 Material Requisitions (Static Equipment related) I I I C A R

15.6 Technical Bids Evaluation (Static Equipment related) I I I C A R

15.7 Vendor Documents Review (Static Equipment related) I I I A C R

Others as per your project

16 Mechanical (Rotating & Package Equipment)

16.1 Design Basis - Rotary & Packaged Equipment I I A C C I C I C C I I R I I I

16.2 Specifications I I A C C I C C C R

16.3 Data Sheets I I A C I C C C R

16.4 Material Requisitions (Rotary & Package Equipment related) I I I C A C C C C C R

16.5 Technical Bids Evaluation (Rotary & Package Equipment related) I I I C A I C C C C R

16.6 Vendor Documents Review (Rotary & Package Equipment related) I I I I C A C C C C C R C

Others as per your project

17 Mechanical (HVAC)
17.1 HVAC Design Basis I I A I I I I I I I I I I R I I

17.2 HVAC Equipment Specifications I I A R

17.3 HVAC Equipment Schedules I I A I R

17.4 HVAC Layout Drawings (Duct, Cable, etc.) I I A C C R

17.5 HVAC Schematic Diagrams I I A C I R

17.6 HVAC Calcs (Heat Load, Sizing, etc.) I I A I R

17.7 Material Requisitions (HVAC related) I I I C A C R

17.8 Technical Bids Evaluation (HVAC related) I I I C A R

17.9 Vendor Documents Review (HVAC related) I I I C A C C R

Others as per your project

Prepared by: MUJAHID AKHTAR 5 of 5