RFI Log & Request Form: each question and answer tracked in the Excel RFI log, with days overdue

RFI Log & Request Form

CA$19
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RFI Log & Request Form: each question and answer tracked in the Excel RFI log, with days overdue
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RFI Log & Request Form

CA$19

Prices in Canadian dollars. Any tax that applies is shown at checkout.

An RFI log in Excel that works out the due date, status and days overdue for up to 100 requests for information, prints a one-page request form under your company name, and comes with an editable Word form.

Log each request for information as you send it: number, date sent, subject, question, who it is from and who it is to, and a required-by date if it needs one. The workbook sets the due date from your usual days to answer, shows each RFI as Open, Overdue, Answered or Closed at the status date, and counts the days open and overdue.

Pick an RFI number and the RFI Form sheet prints it on one letter page under your company name, with the question, the answer and any cost or schedule impact. The Summary shows where everything stands, including what is due in the next 7 days and the average days to answer.

  • RFI log Excel, 100 RFIs, due date, status, days open and overdue
  • Request form One letter page for any RFI, under your company name
  • Summary Counts by status, due soon, average days to answer, impacts
  • Word form Editable, 1 page, under your company name
  • Start Here 5-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

RFI workbook, Excel (.xlsx), five sheets, in two versions. Settings for your company details, the project name and number, your usual days to answer and a status date. The RFI Log takes up to 100 RFIs with the question, the answer, the answer date, cost and schedule impact (Yes, No or To be confirmed) and a Closed mark; the due date, status, days open and days overdue are calculated. A check column, not printed, flags a missing number, a number used twice, a missing date or subject, an answer dated before the RFI was sent, or a closed RFI with no answer date.

RFI Form. Choose an RFI number and one page prints under your company name: project, dates, from and to, status, subject, question, answer, impacts and lines for who answered and when.

Summary. Open, overdue, answered and closed counts, RFIs due in the next 7 days, the average days to answer, the most days overdue and the impacts.

Word request form (.docx), 1 page. The same layout to fill in by hand or on screen.

Start Here guide, 5-page PDF. What is included and how to set up the workbook, log each RFI, print the request form and read the summary.

Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Filters on the RFI Log work while it is protected. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • Word (.docx): the editable one-page request form, in Georgia and Arial. Made for Microsoft Word: desktop Word 2016 or later and Word for the web.
  • PDF, letter size: the Start Here guide (5 pages).
  • Fonts: the PDF guide uses Cormorant Garamond and Inter, built into the file. The workbook and the Word form use Georgia and Arial.
  • Not included: PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.16 MB) holding all four files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.

Refunds

If the RFI log isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.

FAQ

How is the due date set?

If you enter a required-by date, that is the due date. If not, it is the date sent plus your usual days to answer from the Settings sheet.

When is an RFI overdue?

When the status date is past the due date and there is no answer date and no Closed mark. The status date is today unless you enter one on the Settings sheet.

Does an answer change the contract?

No. The log records what was asked and answered. If an answer changes the cost or the time, confirm it in writing as your contract requires, and ask your own lawyer if you are unsure.

A note on RFI records

The log records what was asked and what was answered. It does not change your contract. If an answer changes the cost or the time, confirm it in writing as your contract requires, and ask your own lawyer if you are unsure. Not legal advice.