RFI in Construction: A Quick Guide for Contractors

建筑业RFI:承包商快速指南

2024-03-08 20:00 project manager

本文共2131个字,阅读需22分钟

阅读模式 切换至中文

An army of subcontractors each with their own specific discipline complete construction projects. But how do they know what to work on? An RFI in construction is a request for information. This construction document helps subcontractors understand what they need to do if they have any questions. First, we’ll explain what an RFI in construction is and then list what should be included in one. We’ll also note the difference between an RFI in construction and other construction project management documents before going into the construction RFI process, the different types of RFIs and more. What Is an RFI in Construction? An RFI in construction is a process for getting clarification about documents, drawings, specifications or other project conditions when there are questions or confusion about what to do. The request for information identifies these information gaps or ambiguities and the decisions regarding them are shared over the project’s life cycle. The general contractor or the subcontractor will submit an RFI in construction, which isn’t only a process for clarifying issues, but it’s also a contractual obligation. Notification of errors, conflicts or omissions discovered on the job site on the construction documentation must be made. The written form of an RFI in construction retrieves this information from a design, engineering or construction professional. Clarifying information that wasn’t included or unclear in the scope of the construction contract is critical to delivering a project on time, within budget and meeting quality standards. Once those issues have been resolved, the general contractor and subcontractor need to stay in constant communication. The general contractor will create project plans and schedules with Gantt charts, but subcontractors need different tools to execute their work. ProjectManager is award-winning construction project management software that has multiple project views that update in real time to foster collaboration. General contractors can link dependencies, filter for the critical path and set a baseline to track project variance, while subcontractors can view the project with the visual workflow of a kanban board, manage work with task lists or use the sheet or calendar view. All views are updated together to keep everyone on the same page. Get started with ProjectManager today for free. What Should Be Included in a Construction RFI? There’s no one-size-fits-all construction RFI. They can include many different categories depending on their purpose. The list below isn’t definitive but includes those categories that a typical RFI in construction will include. Design clarifications: Clarifies conflicts, incomplete plans and specifications Design change: Notes changes that come about due to construction errors, sequencing problems, etc. Substitutions: This can include value engineering, material availability and ease of use to name a few Project details: The name, address and other identifying information Addresser’s details: Such as company name and contact information RFI number: This usually starts with a zero and increases by one with each new request Description: Detailed description of the RFI Date: When RFI was submitted and the deadline for response Contract terms: Verifying the specifics of a contract when unclear How Does a Construction RFI Differ From Other Construction Request Documents? An RFI in construction is but one of many construction documents. Each document has a specific meaning and is unique from the others. There are several different types of request documents in construction, each with its purpose. Let’s define a few in comparison to an RFI in construction. Request for Information (RFI) vs. Request for Proposal (RFP) A request for proposal is asking for in-depth project information. This could be things such as methods, timelines and specific pricing details. These are mostly used by the client who is requesting a detailed understanding of the requirements to finish the project. As we’ve already defined, RFI construction documents clarify questions about specifics during construction. Request for Information (RFI) vs. Request for Quote (RFQ) A request for quote is also generally used when a client needs information about a specific product or service, rather than clarification over some omission, as with an RFI construction document. The RFQ asks how a vendor or contractor should handle a specific aspect of a project, from cost estimation to work descriptions. You can use our free request for quote template (RFQ) to help you get started. Request for Information (RFI) vs. Request for Tender (RFT) A request for tender is more specific than either an RFI, RFQ or RFP. The respondent sets clear and binding terms if the tender is accepted. It’s a request for a contract and the response is considered legally binding. This is different from an RFI construction document that answers questions regarding the clarity of something. The Construction RFI Process The RFI process can take many shapes and forms. A subcontractor might ask for an RFI from a general contractor, or it can be the general contractor using an RFI to get more information from the architect or project owner. Anyone can use an RFI document to ask for more information about a construction project. Usually, it’s the party executing the work that finds gaps and missing information in construction documents like the scope of work or construction blueprints. They can’t complete the work if they’re missing any information, so they use the RFI. There are different ways to approach the construction RFI process, but it will generally follow these steps. 1. Soliciting Party Asks for More Information Using an RFI The general contractor or subcontractor writes the RFI construction document to clarify something, such as the contract, design, specifications or standards. The RFI is then submitted to the party with the information to answer the question. 2. The Receiving Party Reviews the RFI and Sends the Requested Information The RFI is accepted and reviewed. If the RFI can be answered, it’s returned to the soliciting party. If not, it’s sent to the architect, engineer, consultant, subcontractor, client or appropriate person to answer it in detail. 3. Soliciting Party Evaluates the Response The soliciting party then looks over the response to their RFI and, if no further clarification is required, the work commences again. If not, the soliciting party will review and resubmit the RFI and the process is repeated. What Are the Benefits of Using an RFI? Using an RFI construction document is beneficial in many ways. It helps projects with a higher level of uncertainty run more smoothly. RFIs clarify information that might not be well described and provide certainty where there is uncertainty. It also helps in understanding the construction budget by providing a better understanding of the cost of an item or service. This allows one to survey more suppliers to get an average cost for the item or service. Having an RFI construction document also gathers information in a formal, structured and comparable way. It shows suppliers that they’re in competition and one’s decision is based on specific information and not prejudice for a preferred supplier. All this saves time and resources, streamlines the procure-to-pay process and promotes healthy competition. Types of Construction RFIs There are many types of construction RFIs, more than a dozen primary types. Here are some of the more commonly used ones. Design Construction RFI: Organizes, communicates and coordinates the design and associated documents for the project participants Feasibility Construction RFI: Addresses concerns with the project’s feasibility as brought up in the feasibility study Change Construction RFI: Can be for a change in specifications, materials or methods in the project Resource Scheduling Construction RFI: When the need to adjust the project’s timeline is identified Incomplete Specifications RFI: When a specification appears incomplete Scope Construction RFI: When something in the original scope of work is unnecessary and is proposed to be removed Construction Site RFI: Request to organize and coordinate construction-related procedures, schedules and safety items RFI Construction Example To better illustrate what a construction RFI is, let’s look at an example. For instance, if Acme Construction was working on erecting an apartment building, but the subcontractor responsible for the flooring noted that the initial drawing needed to be clarified because the specs didn’t identify the type of wood required, an RFI would be issued to the general contractor. The general contractor looks over the RFI and speaks to the client or property owner, if necessary to identify the type of wood that’s required for the flooring. Once the general contractor knows the answer to the subcontractor’s query, it’s responded to on the RFI and returned to the subcontractor. If there are no further questions, the subcontractor will commence with the work. RFI Construction Template Of course, an RFI for construction has a bit more information than that. There’s the RFI number, the date the RFI is submitted and when a response is needed. There can also be attachments. All of this and more is included in our free request for information template for Word. Download it now and use it for all your construction RFI needs. More Free Construction Project Management Templates The RFI construction template is but one of over 100 project management templates for Excel and Word that you can download for free. We have free templates for every phase of your project and for many different industries. Here are some of the construction project management templates you can download now for free. Project Budget Template Construction projects cost money and the more accurate your estimate of those costs, the safer your profit margin. Use our free project budget template for Excel to accurately estimate your labor, materials and other costs to create a realistic budget for your project. Scope of Work Template The scope of work describes everything a project covers and what it doesn’t cover. Use our free scope of work template for Word to guide your crew throughout the execution of your construction project to show them how those tasks meet the project’s goals and objectives. Construction Schedule Template Our free construction schedule template takes you right into our software for a free trial. Now you can do more than what any template can offer, from allocating resources and linking dependencies to creating a budget and filtering for the critical path. How ProjectManager Helps Manage Construction Projects If you used the construction schedule template in our app, you’ll have seen how superior project management software is to static templates that need to be manually updated. Templates just slow you down, and they’re no good for collaboration. ProjectManager is award-winning construction project management software that helps you plan, manage and track your project in real time. We’ve already talked about our multiple project views, but that’s only the beginning of the powerful features you’ll find in our software. Plan, Schedule and Track Resource Utilization Construction projects are busy. From architects and engineers in the office to subcontractors on the job site, there are many people to manage. Once you onboard everyone in our software you can set their availability, from PTO to holidays and vacation time, which makes it easier to schedule your resources. Then, check out our color-coded workload chart to view the team’s allocation of tasks. You can balance their workload right from the chart and keep them working at capacity and productive. Make Budgets and Track Project Costs All your project costs can be planned, managed and tracked in our Gantt chart, including human and nonhuman resources. Then you can track project costs and more from our real-time dashboards, which give you a high-level overview of the project. Easy-to-read graphs and charts show cost, time, workload and more. There’s no time-consuming and complicated setup as you’ll find with competitor’s products. Our dashboard is ready when you are. If you need more detail, use our customizable reports, from status to variance, workload and timesheet reports, all of which can be filtered and shared to keep stakeholders informed. Related Construction Project Management Content Looking for more construction project management articles? You’ve come to the right place. We publish weekly blogs and have tutorial videos and free templates that are all easily accessible on our site. Here are some of the construction-related articles we’ve posted. 26 Construction Documents (Templates Included) Free Excel Construction Templates RFP: A Quick Guide to Request for Proposals (Templates Included) Best Construction Scheduling Software: Free & Paid Options Ranked Change Orders in Construction Project Management ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out on the job site or anywhere in between. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.
一大批分包商,每个分包商都有自己特定的专业,完成建筑项目。但是他们怎么知道该做什么呢?建筑业的RFI是一种信息请求。此施工文件帮助分包商了解他们需要做什么,如果他们有任何问题。 首先,我们将解释什么是施工RFI,然后列出应该包括在其中的内容。在进入施工RFI流程之前,我们还将注意到施工RFI和其他施工项目管理文件之间的差异,RFI的不同类型等等。 什么是建筑业RFI? 施工中的RFI是一个过程,当有问题或困惑时,可以澄清文件、图纸、规范或其他项目条件。信息请求应查明这些信息差距或模糊之处,并在项目生命周期内共享有关这些差距或模糊之处的决定。 总承包商或分包商在施工中会提交RFI,这不仅是一个澄清问题的过程,也是一项合同义务。必须在施工文件上通知施工现场发现的错误、冲突或遗漏。建筑业RFI的书面形式是从设计、工程或建筑专业人士处获取这些信息。 澄清施工合同范围中未包括或不清楚的信息对于按时交付项目、在预算范围内并满足质量标准至关重要。一旦这些问题得到解决,总承包商和分包商需要保持不断的沟通。总承包商将使用图表创建项目计划和时间表,但分包商需要不同的工具来执行他们的工作。 ProjectManager是屡获殊荣的建筑项目管理软件,具有多个实时更新的项目视图,以促进协作。总承包商可以链接依赖关系,筛选关键路径并设置基线以跟踪项目差异,而分包商可以使用看板的可视化工作流查看项目,使用任务列表管理工作或使用工作表或日历视图。所有视图都一起更新,以使每个人都在同一页面上。立即免费开始使用ProjectManager。 建筑RFI应包括哪些内容? 没有一个通用的建筑RFI。它们可以包括许多不同的类别,这取决于它们的目的。下面的列表不是最终的,但包括那些类别,一个典型的RFI在建设中将包括。 设计澄清:澄清冲突、不完整的计划和规范 设计变更:记录由于构造错误、排序问题等而引起的变更。 替代品:这可能包括价值工程、材料可用性和易用性等 项目详情:名称、地址和其他识别信息 地址的详细信息:如公司名称和联系方式 RFI编号:通常从零开始,随着每个新请求增加一个 描述:RFI的详细描述 日期:提交RFI的时间和答复的截止日期 合同条款:当合同的细节不明确时, 施工RFI与其他施工申请文件有何不同? 建筑业的RFI只是众多建筑文件中的一个。每个文件都有特定的含义,并且与其他文件不同。施工中有几种不同类型的请求文件,每种都有其目的。让我们定义几个在建设中的RFI相比。 信息请求(RFI)与提案请求(RFP) 征求建议书要求提供深入的项目信息。这可能是方法、时间表和具体的定价细节。这些主要用于要求详细了解完成项目要求的客户。正如我们已经定义的那样,RFI施工文件澄清了施工过程中的细节问题。 信息请求(RFI)与报价请求(Request for Quote,RFI) 当客户需要有关特定产品或服务的信息时,通常也会使用询价,而不是像RFI施工文件那样对某些遗漏进行澄清。该手册询问供应商或承包商应如何处理项目的特定方面,从成本估算到工作描述。您可以使用我们的免费询价模板(Request for Quote template)来帮助您开始。 信息请求(RFI)与招标请求(RFT) 招标要求比RFI、RFP或RFP更具体。如果投标书被接受,被申请人提出明确和有约束力的条款。这是一个合同请求,响应被认为具有法律约束力。这与RFI施工文件不同,RFI施工文件回答了关于某件事的清晰度的问题。 建筑RFI过程 RFI过程可以采取多种形式和形式。分包商可能会要求总承包商提供RFI,也可能是总承包商使用RFI从建筑师或项目所有者那里获得更多信息。任何人都可以使用RFI文件来询问有关建筑项目的更多信息。 通常情况下,是执行工作的一方在施工文件(如工作范围或施工蓝图)中找到差距和缺失的信息。如果他们缺少任何信息,他们就无法完成工作,所以他们使用RFI。有不同的方法来接近施工RFI过程,但它通常会遵循这些步骤。 1.招标方使用RFI要求更多信息 总承包商或分包商编写RFI施工文件以澄清某些内容,例如合同,设计,规范或标准。然后将RFI提交给当事人,其中包含回答问题的信息。 2.接收方审查RFI并发送所需信息 接受并审查RFI。如果RFI可以回答,它将返回给请求方。如果没有,它会被发送给建筑师,工程师,顾问,分包商,客户或适当的人来详细回答。 3.征求方评估答复 然后,请求方查看对其RFI的答复,如果不需要进一步澄清,则重新开始工作。如果没有,征求方将审查并重新提交RFI,并重复该过程。 使用RFI有哪些好处? 使用RFI施工文件在许多方面都是有益的。它有助于具有更高不确定性的项目更顺利地运行。RFI澄清了可能无法很好描述的信息,并在存在不确定性的情况下提供了确定性。 它还有助于通过更好地了解项目或服务的成本来了解施工预算。这使得人们可以调查更多的供应商,以获得该项目或服务的平均成本。 拥有RFI施工文件还可以以正式、结构化和可比的方式收集信息。它向供应商表明,他们是在竞争,一个人的决定是基于具体的信息,而不是偏见的首选供应商。所有这些都节省了时间和资源,简化了采购到付款的过程,并促进了良性竞争。 建筑RFI类型 建筑RFI有许多类型,主要类型有十几种。这里有一些比较常用的。 设计施工RFI:为项目参与者组织、沟通和协调设计和相关文件 可行性建设RFI:与可行性研究中提出的项目可行性有关 变更施工RFI:可用于变更项目中的规格、材料或方法 资源调度施工RFI:确定需要调整项目的时间轴时 不完整的规范RFI:当规范看起来不完整时 范围施工RFI:当原始工作范围中的某些内容是不必要的,并建议删除时 施工现场RFI:要求组织和协调与施工相关的程序、进度和安全项目 RFI施工实例 为了更好地说明什么是建筑RFI,让我们看一个例子。例如,如果Acme Construction正在建造一座公寓楼,但负责地板的分包商指出,由于规格没有确定所需木材的类型,因此需要澄清最初的图纸,将向总承包商发出RFI。 总承包商查看RFI并与客户或业主交谈,如有必要,确定地板所需的木材类型。一旦总承包商知道了分包商询问的答案,它就会在RFI上做出回应并返回给分包商。如果没有其他问题,分包商将开始工作。 RFI施工模板 当然,建筑RFI的信息要比这多一些。有RFI编号,提交RFI的日期以及何时需要回复。也可以有附件。所有这些和更多都包括在我们的免费请求信息模板的Word。立即下载并将其用于您的所有建筑RFI需求。 建设项目管理模板 RFI施工模板只是您可以免费下载的100多个Excel和Word项目管理模板之一。我们为您的项目的每个阶段和许多不同的行业提供免费模板。这里有一些建筑项目管理模板,您可以免费下载。 项目预算模板 建筑项目需要花钱,你对这些成本的估计越准确,你的利润率就越安全。使用我们免费的Excel项目预算模板来准确估计您的劳动力,材料和其他成本,为您的项目创建一个现实的预算。 工作范围模板 工作范围描述了一个项目所涵盖的一切以及它不涵盖的内容。使用我们免费的Word工作范围模板,在施工项目的整个执行过程中指导您的工作人员,向他们展示这些任务如何满足项目的目标和目的。 施工进度模板 我们的免费施工进度模板带您进入我们的软件免费试用。现在,您可以做的比任何模板都多,从分配资源和链接依赖关系到创建预算和筛选关键路径。 ProjectManager如何帮助管理建筑项目 如果您在我们的应用程序中使用了施工进度模板,您将看到项目管理软件是如何优于需要手动更新的静态模板。模板只会拖慢你的速度,而且它们对协作没有好处。ProjectManager是屡获殊荣的建筑项目管理软件,可帮助您实时规划、管理和跟踪项目。我们已经讨论了我们的多个项目视图,但这只是我们软件强大功能的开始。 计划、安排和跟踪资源利用率 建筑工程很忙。从办公室的建筑师和工程师到工地上的分包商,有很多人需要管理。一旦你在我们的软件中加入每个人,你就可以设置他们的可用性,从PTO到假期和休假时间,这使得安排你的资源变得更容易。 然后,查看我们的彩色编码工作量图表,查看团队的任务分配。您可以从图表中平衡他们的工作量,并让他们以最大的能力和生产力工作。 制定预算并跟踪项目成本 您的所有项目成本都可以在我们的成本表中进行计划、管理和跟踪,包括人力和非人力资源。然后,您可以从我们的实时仪表板跟踪项目成本等,这些仪表板为您提供项目的高级概览。易于阅读的图形和图表显示成本、时间、工作量等。 没有耗时和复杂的设置,因为你会发现与竞争对手的产品。我们的仪表板已准备就绪。如果您需要更多详细信息,请使用我们的可定制报告,从状态到差异、工作量和时间表报告,所有这些都可以过滤和共享,以便让利益相关者了解情况。 施工项目管理相关内容 寻找更多的建设项目管理文章?你来对地方了。我们每周发布博客,并有教程视频和免费模板,都很容易在我们的网站上访问。以下是我们发布的一些与建筑相关的文章。 26施工文件(包括模板) 免费Excel构造模板 RFP:征求建议书快速指南(包括模板) 最佳施工调度软件:免费和付费选项排名 施工项目管理中的变更单 ProjectManager是一款在线项目和投资组合管理软件,无论团队是在办公室、在工作现场还是在任何地方,它都能将团队连接起来。他们可以共享文件,在任务级别发表评论,并通过电子邮件和应用内通知保持更新。立即免费开始使用ProjectManager。

以上中文文本为机器翻译,存在不同程度偏差和错误,请理解并参考英文原文阅读。

阅读原文