Track requests for information from submission through resolution
A comprehensive RFI tracking template designed specifically for architecture and engineering firms managing the design phase. Track every RFI from initial question through official response, with built-in fields for priority, discipline, ball-in-court assignment, due dates, and document linkage.
This template follows the standard AEC RFI workflow:
1. A team member or contractor submits an RFI with a question, drawing reference, and required response date.
2. The RFI is assigned to the responsible party (ball-in-court) with a priority level.
3. Responses are tracked in a thread until an official answer is provided.
4. The RFI is closed with a full audit trail of who responded and when.
Most small A&E firms manage RFIs in email threads and spreadsheets. This template gives you the structure without the overhead of enterprise tools like Procore or Autodesk Build.
Architecture and engineering firms managing design-phase RFIs — particularly firms with 5-25 people who currently track RFIs in email or spreadsheets.
Template preview
| RFI # | Subject | Description | Discipline | Status | Priority |
|---|---|---|---|---|---|
| #001 | Structural connection at grid B-4 | — | — | Open | High |
| #002 | MEP ceiling height coordination | — | — | Responded | Normal |
| #003 | Fire rating clarification – stair B | — | — | Draft | Urgent |