name: "rfi-management" description: "Complete RFI (Request for Information) management system. Create, track, route, and analyze RFIs with automatic notifications and response deadline tracking." homepage: "https://datadrivenconstruction.io" metadata: {"openclaw": {"emoji": "📋", "os": ["darwin", "linux", "win32"], "homepage": "https://datadrivenconstruction.io", "requires": {"bins": ["python3"]}}}

RFI Management System for Construction

Comprehensive system for managing Requests for Information (RFIs) throughout the construction project lifecycle.

Business Case

Problem: RFI management is chaotic:

• RFIs get lost in email threads
• Response deadlines missed
• No visibility into RFI status
• Difficult to track cost/schedule impacts
• Manual logging wastes hours weekly

Solution: Structured RFI management that:

• Auto-assigns RFI numbers
• Routes to correct parties
• Tracks response deadlines
• Sends automatic reminders
• Maintains audit trail
• Analyzes trends and impacts

ROI: 60% faster RFI response time, 90% reduction in lost RFIs

RFI Workflow

┌──────────────────────────────────────────────────────────────────────┐
│                        RFI LIFECYCLE                                  │
├──────────────────────────────────────────────────────────────────────┤
│                                                                       │
│   ┌─────────┐    ┌─────────┐    ┌─────────┐    ┌─────────┐          │
│   │ CREATE  │───►│ SUBMIT  │───►│ REVIEW  │───►│ RESPOND │          │
│   │         │    │         │    │         │    │         │          │
│   │ • Draft │    │ • Route │    │ • Assign│    │ • Answer│          │
│   │ • Attach│    │ • Notify│    │ • Track │    │ • Approve│         │
│   └─────────┘    └─────────┘    └─────────┘    └─────────┘          │
│        │              │              │              │                │
│        ▼              ▼              ▼              ▼                │
│   ┌─────────────────────────────────────────────────────────────┐   │
│   │                    RFI DATABASE                              │   │
│   │  • RFI Log        • Attachments      • Response History     │   │
│   │  • Status Track   • Cost Impacts     • Schedule Impacts     │   │
│   └─────────────────────────────────────────────────────────────┘   │
│                                                                       │
│   ┌─────────┐    ┌─────────┐    ┌─────────┐                         │
│   │ CLOSE   │◄───│ VERIFY  │◄───│IMPLEMENT│                         │
│   │         │    │         │    │         │                         │
│   │ • Archive│   │ • Check │    │ • Action│                         │
│   │ • Report│    │ • Accept│    │ • Update│                         │
│   └─────────┘    └─────────┘    └─────────┘                         │
│                                                                       │
└──────────────────────────────────────────────────────────────────────┘

Data Structure

RFI Log Schema

RFI_SCHEMA = {
    # Identification
    'rfi_number': str,          # RFI-001, RFI-002, etc.
    'project_id': str,          # Project identifier
    'revision': int,            # Revision number (0, 1, 2...)

    # Description
    'subject': str,             # Brief title
    'question': str,            # Detailed question
    'spec_section': str,        # CSI spec reference
    'drawing_ref': str,         # Drawing reference (A-101, S-201)
    'location': str,            # Building/floor/area

    # Parties
    'submitted_by': str,        # Originator name
    'submitted_by_company': str,# Originator company
    'assigned_to': str,         # Responsible party
    'cc_list': list,            # Additional recipients

    # Dates
    'date_submitted': date,     # When submitted
    'date_required': date,      # When response needed
    'date_responded': date,     # When answered
    'date_closed': date,        # When closed

    # Status
    'status': str,              # Draft/Open/Pending/Answered/Closed
    'priority': str,            # Critical/High/Medium/Low

    # Response
    'response': str,            # Answer text
    'response_by': str,         # Who answered
    'attachments': list,        # File links

    # Impact
    'cost_impact': bool,        # Has cost impact?
    'cost_amount': float,       # Estimated cost
    'schedule_impact': bool,    # Has schedule impact?
    'schedule_days': int,       # Days of delay
    'change_order_ref': str,    # Related CO number
}

Python Implementation

import pandas as pd
from datetime import datetime, date, timedelta
from typing import Optional, List, Dict
from dataclasses import dataclass, field
from enum import Enum
import uuid

class RFIStatus(Enum):
    DRAFT = "Draft"
    OPEN = "Open"
    PENDING = "Pending Review"
    ANSWERED = "Answered"
    CLOSED = "Closed"
    VOID = "Void"

class RFIPriority(Enum):
    CRITICAL = "Critical"  # Stops work
    HIGH = "High"          # Impacts critical path
    MEDIUM = "Medium"      # Standard
    LOW = "Low"            # Informational

@dataclass
class RFI:
    """Request for Information data class"""
    rfi_number: str
    project_id: str
    subject: str
    question: str

    # Optional fields with defaults
    spec_section: str = ""
    drawing_ref: str = ""
    location: str = ""
    submitted_by: str = ""
    submitted_by_company: str = ""
    assigned_to: str = ""
    cc_list: List[str] = field(default_factory=list)

    date_submitted: date = field(default_factory=date.today)
    date_required: date = None
    date_responded: date = None
    date_closed: date = None

    status: RFIStatus = RFIStatus.DRAFT
    priority: RFIPriority = RFIPriority.MEDIUM

    response: str = ""
    response_by: str = ""
    attachments: List[str] = field(default_factory=list)

    cost_impact: bool = False
    cost_amount: float = 0.0
    schedule_impact: bool = False
    schedule_days: int = 0
    change_order_ref: str = ""

    revision: int = 0

    def __post_init__(self):
        if self.date_required is None:
            # Default: 7 days for response
            self.date_required = self.date_submitted + timedelta(days=7)


class RFIManager:
    """Complete RFI management system"""

    def __init__(self, project_id: str, storage_path: str = None):
        self.project_id = project_id
        self.storage_path = storage_path or f"rfi_log_{project_id}.xlsx"
        self.rfis: Dict[str, RFI] = {}
        self._load_rfis()

    def _load_rfis(self):
        """Load RFIs from storage"""
        try:
            df = pd.read_excel(self.storage_path)
            for _, row in df.iterrows():
                rfi = RFI(
                    rfi_number=row['rfi_number'],
                    project_id=row['project_id'],
                    subject=row['subject'],
                    question=row['question'],
                    status=RFIStatus(row['status']),
                    priority=RFIPriority(row.get('priority', 'Medium'))
                )
                self.rfis[rfi.rfi_number] = rfi
        except FileNotFoundError:
            pass

    def _save_rfis(self):
        """Save RFIs to storage"""
        records = []
        for rfi in self.rfis.values():
            records.append({
                'rfi_number': rfi.rfi_number,
                'project_id': rfi.project_id,
                'subject': rfi.subject,
                'question': rfi.question,
                'spec_section': rfi.spec_section,
                'drawing_ref': rfi.drawing_ref,
                'location': rfi.location,
                'submitted_by': rfi.submitted_by,
                'submitted_by_company': rfi.submitted_by_company,
                'assigned_to': rfi.assigned_to,
                'date_submitted': rfi.date_submitted,
                'date_required': rfi.date_required,
                'date_responded': rfi.date_responded,
                'date_closed': rfi.date_closed,
                'status': rfi.status.value,
                'priority': rfi.priority.value,
                'response': rfi.response,
                'response_by': rfi.response_by,
                'cost_impact': rfi.cost_impact,
                'cost_amount': rfi.cost_amount,
                'schedule_impact': rfi.schedule_impact,
                'schedule_days': rfi.schedule_days,
                'change_order_ref': rfi.change_order_ref
            })

        df = pd.DataFrame(records)
        df.to_excel(self.storage_path, index=False)

    def _get_next_number(self) -> str:
        """Generate next RFI number"""
        existing = [int(r.rfi_number.split('-')[1])
                   for r in self.rfis.values()
                   if r.rfi_number.startswith('RFI-')]
        next_num = max(existing, default=0) + 1
        return f"RFI-{next_num:04d}"

    def create_rfi(
        self,
        subject: str,
        question: str,
        submitted_by: str,
        submitted_by_company: str,
        assigned_to: str,
        spec_section: str = "",
        drawing_ref: str = "",
        location: str = "",
        priority: RFIPriority = RFIPriority.MEDIUM,
        days_for_response: int = 7,
        attachments: List[str] = None
    ) -> RFI:
        """Create new RFI"""

        rfi_number = self._get_next_number()

        rfi = RFI(
            rfi_number=rfi_number,
            project_id=self.project_id,
            subject=subject,
            question=question,
            spec_section=spec_section,
            drawing_ref=drawing_ref,
            location=location,
            submitted_by=submitted_by,
            submitted_by_company=submitted_by_company,
            assigned_to=assigned_to,
            priority=priority,
            date_required=date.today() + timedelta(days=days_for_response),
            attachments=attachments or []
        )

        self.rfis[rfi_number] = rfi
        self._save_rfis()

        return rfi

    def submit_rfi(self, rfi_number: str) -> RFI:
        """Submit RFI for response"""
        rfi = self.rfis.get(rfi_number)
        if not rfi:
            raise ValueError(f"RFI {rfi_number} not found")

        if rfi.status != RFIStatus.DRAFT:
            raise ValueError(f"RFI {rfi_number} already submitted")

        rfi.status = RFIStatus.OPEN
        rfi.date_submitted = date.today()
        self._save_rfis()

        # Trigger notification
        self._notify_submission(rfi)

        return rfi

    def respond_to_rfi(
        self,
        rfi_number: str,
        response: str,
        response_by: str,
        attachments: List[str] = None,
        cost_impact: bool = False,
        cost_amount: float = 0.0,
        schedule_impact: bool = False,
        schedule_days: int = 0
    ) -> RFI:
        """Provide response to RFI"""
        rfi = self.rfis.get(rfi_number)
        if not rfi:
            raise ValueError(f"RFI {rfi_number} not found")

        rfi.response = response
        rfi.response_by = response_by
        rfi.date_responded = date.today()
        rfi.status = RFIStatus.ANSWERED

        if attachments:
            rfi.attachments.extend(attachments)

        rfi.cost_impact = cost_impact
        rfi.cost_amount = cost_amount
        rfi.schedule_impact = schedule_impact
        rfi.schedule_days = schedule_days

        self._save_rfis()

        # Trigger notification
        self._notify_response(rfi)

        return rfi

    def close_rfi(self, rfi_number: str, change_order_ref: str = None) -> RFI:
        """Close RFI after implementation"""
        rfi = self.rfis.get(rfi_number)
        if not rfi:
            raise ValueError(f"RFI {rfi_number} not found")

        rfi.status = RFIStatus.CLOSED
        rfi.date_closed = date.today()
        if change_order_ref:
            rfi.change_order_ref = change_order_ref

        self._save_rfis()
        return rfi

    def get_overdue_rfis(self) -> List[RFI]:
        """Get list of overdue RFIs"""
        today