Here is a checklist I use when processing a request for information (RFI).
Part One: RFI Generation
- Project Manager (PM) generates RFI document in job RFI folder.
- Convert document to PDF and transmit to contractor via email. This step can be done by an assistant project manager (APM) project engineer or administrative personnel.
- Enter new RFI into RFI log.
Part Two: RFI Processing
To be completed upon receipt of RFI response.
- Rename the RFI folder to include the official project RFI number. Example, RFI folder named C:\Job folder\RFI\01-Material Grade\ would be named C:\Job folder\RFI\01-Material Grade (084)\ with (084) indicating the project RFI number.
- Copy RFI to the job RFI folder.
- Type the internal company job number and phase or package number on the PDF copy of the RFI.
- Update RFI log.
- Notate RFI remarks on PDF copy of contract drawings.
- Notate RFI remarks on printed copy of contract drawings in red pen.
- Copy RFI shortcut link to any applicable submittal folders.
- For RFIs generated by others, create a new internal RFI number in sequence, place in job RFI folder, and enter into RFI log.
- Open a potential change order (PCO) if the RFI response changes the scope of work.
My inspiration for creating this comes from the book The Checklist Manifesto by Atul Gawande.
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