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RFI (Request for Information) Process

Document Type: Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: Project Managers, Project Engineers, Superintendents


Purpose

Establish a consistent process for preparing, submitting, tracking, and resolving RFIs to clarify contract documents and avoid delays.


What is an RFI?

A Request for Information (RFI) is a formal written request from the contractor to the architect/engineer or owner to clarify information in the contract documents (drawings, specifications, or other documents).

When to Submit an RFI

Submit RFI When:

  • Drawings conflict with specifications
  • Drawings conflict with each other
  • Information is missing or unclear
  • Field conditions differ from documents
  • Details are not provided
  • Dimensions don't work
  • Clarification needed for code compliance

Do NOT Use RFI For:

  • Change order requests (use PCO)
  • Schedule information (use correspondence)
  • Submittal approvals (use submittal process)
  • Simple questions answerable by phone

RFI Process Overview

Identify Issue → Draft RFI → PM Review → Submit → 
Track → Receive Response → Distribute → Implement

Step-by-Step RFI Process

Step 1: Identify the Issue

Who Identifies:

  • Superintendent
  • Foreman
  • Subcontractor
  • Project Engineer
  • Anyone reviewing documents

Document:

  • Specific location (drawing, spec section)
  • Clear description of conflict/question
  • Reference documents
  • Photos if helpful

Step 2: Draft the RFI

RFI Must Include:

  1. RFI Number (sequential)
  2. Date
  3. Project Name/Number
  4. Subject Line (clear and specific)
  5. Referenced Documents
    • Drawing number(s)
    • Specification section(s)
    • Detail references
  6. Question/Request
    • Clear, specific question
    • One topic per RFI
  7. Contractor's Suggested Resolution (recommended)
  8. Schedule Impact Statement
  9. Response Needed By Date

Writing Effective RFIs

DO:

  • Be specific and concise
  • Reference exact locations
  • Attach relevant excerpts
  • Suggest solution when possible
  • State impact of non-response

DON'T:

  • Combine multiple topics
  • Be vague or general
  • Submit without review
  • Use RFI to document disputes

Step 3: PM Review

Before Submission, PM Verifies:

  • Question is legitimate
  • Answer not available in documents
  • Clear and well-written
  • Proper references included
  • Suggested solution (if applicable)
  • Response date reasonable
  • Impact accurately stated

Step 4: Submit RFI

Submit To:

  • Architect (typically)
  • Owner's Representative (if required)
  • Per contract requirements

Submission Methods:

  • Project management system (preferred)
  • Email with read receipt
  • Hard copy (if required)

Keep Record Of:

  • Date submitted
  • Method of submission
  • Proof of receipt

Step 5: Track RFIs

RFI Log Information:

FieldDescription
RFI #Sequential number
Date SubmittedWhen sent
SubjectBrief description
Spec/Drawing RefDocument reference
Response RequiredDate needed
Date ReceivedWhen response received
Days OutstandingCalculated
StatusOpen/Closed
Cost ImpactY/N/TBD
Schedule ImpactY/N/TBD

Review Weekly:

  • Outstanding RFIs by age
  • Past-due responses
  • Escalation needs

Step 6: Follow Up

Standard Response Time:

  • Per contract (often 7-14 days)
  • Track against required date

If Response Delayed:

  • Day 7: Email reminder
  • Day 10: Phone call to architect
  • Day 14: Escalate to owner
  • Document all follow-up

Document Impact: If delay impacts schedule, document:

  • Date response was due
  • Actual receipt date
  • Work delayed
  • Impact to schedule

Step 7: Receive and Review Response

Upon Receipt:

  1. Log response date
  2. Review answer for completeness
  3. Verify it addresses the question
  4. Check for cost/schedule impact
  5. Identify if further clarification needed

If Response Incomplete:

  • Note deficiency in log
  • Submit clarifying RFI or follow-up
  • Document continued need

If Response Creates Change:

  • Issue PCO (Potential Change Order)
  • Do not proceed as changed work without authorization

Step 8: Distribute Response

Distribute To:

  • Superintendent
  • Affected subcontractors
  • Project files
  • Anyone who needs to know

Methods:

  • Email
  • Post to project management system
  • Physical distribution (if on-site)

Step 9: Implement

Field Actions:

  1. Review response with affected parties
  2. Clarify implementation questions
  3. Incorporate into work
  4. Note any impacts discovered

RFI Template

================================================================
REQUEST FOR INFORMATION (RFI)
================================================================

RFI Number: ____________ Date: ____________

Project: _______________________ Project #: ____________

From: [Your Company]
To: [Architect/Engineer]

================================================================

SUBJECT: [Clear, specific subject line]

SPECIFICATION REFERENCE: [Section number and title]

DRAWING REFERENCE: [Drawing number(s), detail reference]

================================================================

QUESTION/REQUEST FOR CLARIFICATION:

[State the question clearly. Be specific about what
information is needed and why the current documents are
unclear, conflicting, or incomplete.]

________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________

CONTRACTOR'S SUGGESTED RESOLUTION:

[If applicable, provide your suggested solution. This can
speed response time.]

________________________________________________________________
________________________________________________________________

================================================================

ATTACHMENTS:
☐ Drawing excerpt (marked up)
☐ Specification excerpt
☐ Photos
☐ Sketches
☐ Other: _________________

IMPACT ASSESSMENT:

Schedule Impact: ☐ None ☐ Potential ☐ Confirmed
Cost Impact: ☐ None ☐ Potential ☐ Confirmed

If impact exists, describe:
________________________________________________________________

RESPONSE REQUIRED BY: ____________ (Date)

[Note: Delayed response beyond this date may impact
project schedule.]

================================================================

Submitted By: _________________________ Date: ____________
Title: _________________________

================================================================
FOR ARCHITECT/ENGINEER USE:

Date Received: ____________

Response:
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________

☐ Proceed as noted
☐ See attached sketch
☐ No change to contract documents
☐ Change to contract documents (ASI to follow)
☐ Other: _________________

Responded By: _________________________ Date: ____________
Title: _________________________

================================================================

RFI Log Template

RFI #Date SentSubjectSpec/DwgDueRec'dDaysStatusCostSched
0011/15Footing size at Col B3S-1011/221/205ClosedNN
0021/18Window head heightA-3011/2514OpenTBDY
0031/20Roof drain locationP-2011/2712OpenNN

RFI Metrics

Track Monthly:

  • Total RFIs submitted
  • RFIs closed/open
  • Average response time
  • RFIs past due
  • RFIs resulting in change orders

Targets:

  • Average response: < 7 days
  • Past due: < 10%
  • Response rate: 100%

Common RFI Mistakes

Avoid:

  • Vague questions ("Please clarify the drawings")
  • Multiple topics in one RFI
  • Submitting without reviewing documents first
  • Not providing suggested solution
  • Failing to track and follow up
  • Not documenting schedule impact

Best Practices:

  • One topic per RFI
  • Specific references
  • Clear, answerable question
  • Provide suggested solution
  • State impact of delay
  • Track religiously

  • Submittal Process
  • Change Order Management
  • Document Control Procedure
  • Meeting Minutes Template

Software Integration

BLDR Pro Features:

  • RFI creation and submission
  • Automatic numbering
  • Response tracking
  • Deadline alerts
  • Log generation
  • Drawing markup attachment

Template provided by support.construction. Customize with your company information.