Responsibility Assignment Matrix

Phase: Preparation & Brief

Resources Tasks to be undertaken
Provide Contribute to Prepare Project Develop Initial Monitor and Contribute to Prepare Where required, Review Project Undertake Contribute to Contribute to Contribute to Comment on Prepare Discuss Collate Prepare Monitor and Prepare Site
information for development of Budget in Project Brief review progress preparation of Handover Contribute to Programme and Feasibility Site Information preparation of assembling of Project Project Roles project with comments Schedule of review Information
and contribute Initial Project consultation with project and Initial Project Strategy, Risk preparation of Feasibility Studies report (2x) Handover project team Programme Table and appropriate and facilitate Services and progress and report
to contents of Brief including with client team including performance of Brief (4x) Assessments Initial Project Studies Strategy and Contractual planning workshops as develop performance
Project Project Project design team and Project Brief Risk Tree and authority required to Design of project
Execution Plan Objectives, Objectives, Execution Plan Assessments continue develop Initial Responsibility team
as required Quality Quality assembling Project Brief Matrix
Objectives, Objectives, and including
Project Project appointing Information
Outcomes, Outcomes, project team Exchanges
Sustainability Sustainability members with lead
Aspirations, Aspirations, designer
Project Budget Project Budget
and other and other
parameters or parameters or
constraints constraints

All Resources (Roles) (1 task) x x

Client and/or Client Advisor (1 task)
Project Lead (7 tasks) x
Lead Designer (5 tasks)
Architect (4 tasks)
Building Services Engineer (2 tasks)
Structural Engineer (2 tasks
Cost Consultant (2 tasks)
Construction Lead n/a
Contract Administrator n/a
Health & Safety Advisor n/a
Responsibility Assignment Matrix
Phase: Construction
Resources Tasks to be undertaken
Contribute to Provide Carry out site Assist design Manage Review and Update Health Review 'As Manage Change Co-ordinate site Prepare 'As Respond to Monitor and Comment on Respond to Administrate Prepare Update
Health & Safety information for inspections and team members implementation update Project and Safety Constructed' Control process inspections Constructed' queries raised review Construction Site Queries Building valuations in Construction
Strategy as and contribute review against with responses of Handover Execution Plan Strategy Information Information (3x) by Project progress and Programme as they arise Contract accordance Strategy
required to contents of specification and to site queries Strategy as required Lead or performance (3x) with Building
Project construction related to co- Contract of project Contract
Execution Plan programme (4x) ordination or Administrator team
as required integration as required

All Resources (Roles) (2 tasks) x x

Client and/or Client Advisor (1 task)
Project Lead (4 tasks)
Lead Designer (2 tasks)
Architect (3 tasks) x
Building Services Engineer (3 tasks) x
Civil & Structural Engineer (3 tasks) x
Cost Consultant (1 task)
Construction Lead (1 task)
Contract Administrator (3 tasks)
Health & Safety Advisor (2 tasks)
Description of Resources
Resources Description More information
Client The party commissioning the design and construction of a project. The client may be an individual or
a company. In the latter case, an individual should act as a single point of responsibility for decision
and communication even if numerous bodies, or individuals, within the client organisation will
contribute to decisions.
The client may use a RIBA Client Adviser, a specially accredited individual, able to provide strategic
advice in the early stages of a project in relation to the strategic definition or briefing aspects as well
as the best methods for setting up the project team.

Client advisor A consultant providing strategic or specialist advice particularly during the early project stages.

Project Lead or Project manager The party responsible for managing all aspects of the project and ensuring that the project is https://www.designingbuildings.co.uk/wiki/Project_manager
delivered in accordance with the Project Programme.
Lead Designer The party responsible for managing all aspects of the design, including the co-ordination of the https://www.designingbuildings.co.uk/wiki/Lead_designer
design and the integration of specialist subcontractors’ design, where applicable, into the
coordinated design.

Architect Responsible for carrying out the architectural design. https://www.designingbuildings.co.uk/wiki/Architect

Building Services Engineer Building services engineers are responsible for the design, installation, operation and monitoring of https://www.designingbuildings.co.uk/wiki/Building_services_engineer
the mechanical, electrical and public health systems required for the safe, comfortable and
environmentally friendly operation of modern buildings.

Structural Engineer Responsible for carrying out the structural engineering design. On larger projects civil engineering https://www.designingbuildings.co.uk/wiki/Structural_engineer
aspects would be undertaken by this role.
Cost Consultant The party responsible for producing Cost Information as the design progresses. This information will https://www.designingbuildings.co.uk/wiki/Cost_consultant
vary depending on the project but may include the overall Project Budget, estimates of the
construction cost and life cycle cost analysis.

Construction Lead The party responsible for constructing the project and for providing construction advice in the early
design phases. The contractor would be the construction lead at phase 4 (Technical Design). This
role has been introduced to provide flexibility regarding who performs this role prior to work
commencing on site.

Contract Administrator The party responsible for the administration of the Building Contract, including issuing of additional https://www.designingbuildings.co.uk/wiki/Contract_administrator_for_construction_contracts
instructions and the various certificates required to allow the handover and occupation of a building,
until all of the defects have been rectified and the defect period concluded.

Health & Safety Advisor Responsible for health and safety aspects as defined by legislation and in line with other project https://www.designingbuildings.co.uk/wiki/Health_and_safety_for_building_design_and_construction
objectives and health and safety best practice.
Glossary
Many terms can be found at CIOB https://www.designingbuildings.co.uk/wiki/Home
Designing Buildings Wiki:
Term Website
Appointments of designers https://www.designingbuildings.co.uk/wiki/Appointing_consultants_for_building_design_and_construction
As built information https://www.designingbuildings.co.uk/wiki/As-built_drawings_and_record_drawings
Building regulations (submission) https://www.designingbuildings.co.uk/wiki/Building_regulations
Business case https://www.designingbuildings.co.uk/wiki/Business_case_for_construction_projects
Concept Design https://www.designingbuildings.co.uk/wiki/Concept_design
Concept structural design https://www.designingbuildings.co.uk/wiki/Concept_structural_design_of_buildings
Construction costs https://www.designingbuildings.co.uk/wiki/Construction_costs
Construction programme https://www.designingbuildings.co.uk/wiki/Programme_for_building_design_and_construction
Construction site inspection https://www.designingbuildings.co.uk/wiki/Construction_site_inspection
Design Programme https://www.designingbuildings.co.uk/wiki/Design_programme
Design Responsibility matrix https://www.designingbuildings.co.uk/wiki/Design_responsibility_matrix
Detailed structural design https://www.designingbuildings.co.uk/wiki/Detailed_structural_design
Feasibility Studies https://www.designingbuildings.co.uk/wiki/Feasibility_studies_for_construction_projects
Final account https://www.designingbuildings.co.uk/wiki/Final_account
Handover https://www.designingbuildings.co.uk/wiki/Handover_construction_site_to_the_client
Handover strategy http://www.imperial.ac.uk/estates-projects/project-procedures/processes/project-management/handover-strategy/
Health and Safety https://www.designingbuildings.co.uk/wiki/Health_and_safety_for_building_design_and_construction
Interim certificates (valuations) https://www.designingbuildings.co.uk/wiki/Interim_certificates_in_construction_contracts
Maintenance https://www.designingbuildings.co.uk/wiki/Maintenance
Operation and Maintenance https://www.designingbuildings.co.uk/wiki/Building_owner%27s_manual_-_O_and_M_manual
Planning application https://www.designingbuildings.co.uk/wiki/Detailed_planning_application
Planning Authority https://www.designingbuildings.co.uk/wiki/Planning_authority
Planning permission https://www.designingbuildings.co.uk/wiki/Planning_permission
Procurement route https://www.designingbuildings.co.uk/wiki/Procurement_route
Project Brief https://www.designingbuildings.co.uk/wiki/Project_brief_for_design_and_construction
Project Budget https://www.designingbuildings.co.uk/wiki/Budget_for_building_design_and_construction_projects
Project Execution Plan https://www.designingbuildings.co.uk/wiki/Project_execution_plan_PEP
Project programme https://www.designingbuildings.co.uk/wiki/Programme_for_building_design_and_construction
Project reporting (progress) http://www.imperial.ac.uk/estates-projects/project-procedures/processes/project-management/project-reporting/
Risk assesment https://www.designingbuildings.co.uk/wiki/Risk_assessment_for_construction
Risk management https://www.designingbuildings.co.uk/wiki/Risk_management
Site information (report) https://www.designingbuildings.co.uk/wiki/Site_information_for_design_and_construction
Strategic Brief https://www.designingbuildings.co.uk/wiki/Strategic_brief_for_construction_projects
Responsibility Assignment Matrix
Phase: Strategic definition
Resources Tasks to be undertaken
Provide Business Collate Discuss initial Establish Project Collate Contribute to Comment on Provide Contribute to Discuss project Provide Contribute to Contribute to Contribute Cost
Case and other comments and considerations Programme Feedback from preparation of project Feedback from preparation of with appropriate Feedback from preparation of preparation of Information to
core project facilitate for assembling previous Strategic Brief Programme previous Strategic Brief planning previous Strategic Brief Strategic Brief preparation of
requirements workshops to the project team projects projects authority projects Strategic Brief
and contribute discuss Business
to development Case and
of Strategic Brief develop
as required Strategic Brief
with project
team members

example of responsibility assignment matrix of strategic definition phase

Client and/or Client Advisor x x

Project Lead x x
Lead Designer x x
Architect x x
Building Services Engineer x x
Structural Engineer x x
Cost Consultant x x
Construction Lead n/a
Contract Administrator n/a
Health & Safety Advisor n/a