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Construction documentation guide

Construction RFI Guide: How to Write and Track RFIs

Turn a field conflict into one answerable question, show when the answer is needed, and carry the official decision into the work without treating an RFI like a change order.

What a construction RFI is—and is not

A construction request for information is a controlled question used when the contract documents are missing, unclear, or inconsistent and the contractor needs an authorized interpretation before proceeding. A useful RFI identifies the exact issue, references the controlling documents, supplies enough context for review, and records the official answer.

An RFI is not routine correspondence, a product submittal, a substitution request when the contract has a separate process, a schedule update, or automatic authorization for extra work. It should not shift the contractor’s means-and-methods responsibility to the designer. Follow the actual agreement because project delivery methods and public-owner procedures differ.

Seven steps to write and manage a construction RFI

  1. 1.Check the contract documents and RFI procedure

    Read the drawings, specifications, addenda, approved submittals, prior RFIs, and meeting records before opening a new request. Confirm who may submit an RFI, the required form or software, the routing path, response period, and notice requirements. If the answer already exists, record the controlling reference and send it to the field instead of creating avoidable review work.

  2. 2.Define one issue and one decision

    Use one RFI for one conflict, omission, or unclear requirement. State the exact location and the decision needed to continue. Separate unrelated questions so each can be routed, answered, priced, and closed independently. A subject such as “Room 104 floor finish conflict at east doorway” is more useful than “Flooring questions.”

  3. 3.Cite the exact source documents

    List drawing numbers, detail numbers, specification sections, finish schedules, addenda, approved submittals, model views, and revision dates that relate to the question. Quote only the short conflicting language needed for context. Work from the current document set and identify any older detail that may be causing confusion.

  4. 4.Attach field evidence and a proposed solution

    Add a focused photo, marked-up plan, sketch, dimension, product data, or site-condition note that lets the reviewer understand the issue without reconstructing it. When appropriate, offer a buildable option and explain the assumption behind it. Label it as a proposal for review—not permission to redesign, substitute, or proceed.

  5. 5.State the required-by date and known impact

    Tie the requested response date to procurement, inspection, or the look-ahead schedule and allow the review time required by the contract. State the activity that will be affected and the known potential cost or schedule exposure. Use “unknown” when the impact has not been priced or analyzed; do not enter zero just to complete a field, and do not use the RFI as a substitute for a required delay or change notice.

  6. 6.Submit through the authorized path and track it

    Assign the next unique number, send the complete request through the contract-required channel, and log the sent date, due date, responsible responder, current status, and open impact. Keep one official version. Review open RFIs in coordination meetings, follow the agreed escalation process when a response is late, and preserve revised or voided records instead of silently overwriting them.

  7. 7.Review, distribute, and close the response

    Confirm that the official answer resolves every question and references any revised sketch or document. If it changes scope, price, time, or a contract requirement, follow the formal change-order, schedule, submittal, or notice process before affected work proceeds. Distribute the authorized direction to the superintendent and impacted trades, update controlled field documents, record acknowledgment, and close the log only when the decision is usable.

Construction RFI template fields

Use the owner’s or prime contractor’s required form when one exists. For a small private project without a prescribed template, these fields create a reviewable record.

Project and contract
Project name, number, location, contract or package, and responsible contractor.
RFI identity
Unique sequential number, clear subject, discipline or category, author, and date submitted.
Exact references
Current drawing/detail, specification section, schedule, addendum, submittal, prior RFI, and revision date.
Question
One concise issue, its location, the conflict or missing information, and the specific decision requested.
Evidence
Marked-up sheet, field photo, sketch, dimensions, product data, or other focused attachment.
Proposed solution
An optional contractor proposal with its assumptions, clearly identified as awaiting review.
Required-by and impact
Realistic response date tied to the work, plus known potential cost, schedule, safety, quality, procurement, or coordination impact.
Routing and response
Official recipient, reviewers, final response, response attachments, responder, and response date.

Worked RFI example: flooring finish conflict

This example shows the level of detail that makes a question answerable. It is not a direction to install either finish and does not establish entitlement to extra cost or time.

RFI number and subject

RFI-014 — Room 104 flooring finish conflict at east doorway.

References

Floor Finish Plan A-201, revision 3; Sheet A-602, detail 7; Finish Schedule F-3; flooring specification section 09 65 00.

Issue

Plan A-201 and Finish Schedule F-3 identify porcelain tile in Room 104. Detail 7 on Sheet A-602 labels the Room 104 side of the east doorway as LVT. The two finishes require different buildup and transition coordination.

Question

Please confirm the required finish on the Room 104 side of the east doorway and issue or identify the controlling transition detail.

Proposed solution

If porcelain tile is intended, the contractor proposes using the specified tile assembly through the doorway with the transition centered under the closed door, subject to designer review and an issued detail.

Attachments

Marked-up A-201 and A-602, doorway field photo, and measured adjacent finish elevations.

Required by

October 14, before substrate preparation and transition procurement for the October 19 flooring activity.

Potential cost impact

Potential cost impact: Unknown pending the finish decision and transition detail.

Potential schedule impact

Potential schedule impact: 2 working days if no usable response is received by the required-by date; analyze and notify under the contract rather than treating this estimate as an approved extension.

RFI log fields

The log is the index, not a replacement for the complete request and official response. Keep it current, make the owner of the next action visible, and retain closed and voided history.

  • RFI number, subject, project area, discipline, and current revision
  • Submitted date, requested response date, actual response date, and days open
  • Originator, responsible responder, reviewers, and current ball in court
  • Status such as Draft, Open, Pending information, Answered, Closed, or Void
  • Drawing/spec references and links to the request, attachments, and official response
  • Potential cost, schedule, procurement, safety, quality, and as-built impacts
  • Related change event, change order, submittal, schedule activity, or notice record
  • Distribution, field acknowledgment, implementation note, and close date

RFI response review checklist

  • The response comes from the party authorized by the contract or project procedure.
  • Every question is answered; “see drawings” points to a specific current sheet, detail, or attachment.
  • The answer does not conflict with another drawing, specification, approved submittal, or prior response.
  • Any revised sketch or attachment is included, dated, legible, and distributed with the response.
  • Cost, time, procurement, inspection, and trade-coordination consequences have been reviewed.
  • A formal change or notice process has started when the answer affects contractual scope, price, or time.
  • The superintendent and affected trades received the official answer and stopped using superseded information.
  • The log links the final response, related records, acknowledgment, and close date.

An RFI response is not automatically a change order

A response may clarify the existing requirements, direct a revision, identify a pending change, or require another formal document. Do not assume it approves added price, added time, a substitution, or work outside the current contract. Follow the signed agreement’s change, notice, schedule, and authorization provisions, and obtain qualified project-specific advice when rights or obligations are uncertain.

Keep the surrounding job record organized

Use QuoteAnvil to keep the customer, estimate, schedule, project notes, photos, files, and approved change records connected to the job. Continue using the contract-required RFI form and routing system: QuoteAnvil does not generate, route, or approve formal RFIs. After an authorized decision changes sellable scope, update the customer-facing estimate or change record with explicit quantities, units, rates, and approval terms.

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