Tender-Ready Documentation

Commercial Cleaning Method Statements UK

Complete guide and templates for creating professional method statements. Task-specific procedures for office, washroom, kitchen, carpet and window cleaning.

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What Are Method Statements?

A method statement is a detailed, written description of how a specific cleaning task will be performed. It outlines the sequence of operations, the equipment and materials to be used, the personnel involved, the safety precautions required, and the procedures for handling emergencies. Method statements differ from risk assessments in that they focus on the "how"—the practical steps and procedures—whereas risk assessments focus on hazards and their likelihood.

Method statements are one of the most frequently requested documents in commercial cleaning tenders. They demonstrate your competence, understanding of the work requirements, and commitment to health and safety. A well-written method statement can be the difference between winning and losing a contract.

Commercial clients use method statements to manage contractor risk, ensure consistency, demonstrate compliance to their own clients, and satisfy insurance requirements. For cleaning companies, method statements serve as internal training documents that ensure all team members follow the same safe procedures.

Method Statements vs Risk Assessments

Risk Assessment

Identifies hazards, evaluates their likelihood and severity, and specifies control measures. It answers "What could go wrong?" and "How serious would it be?"

Method Statement

Describes the detailed step-by-step process for carrying out work safely. It answers "How will we do this work safely?" and "What are the specific procedures?"

Together, risk assessments and method statements form a complete RAMS package required by most commercial clients and CDM 2015 regulations.

Why Commercial Clients Require Method Statements

Contractor Risk Management

Clients must verify that all contractors (including cleaning companies) have planned for safety before work begins. Method statements demonstrate you understand the risks.

Compliance & Insurance

Many insurance policies require documented safe working procedures. Client liability insurance demands proof that all contractors have safe systems in place.

Consistency & Quality

Method statements ensure cleaning is performed the same way every time. Large facilities managers use them to maintain uniform standards across multiple locations and teams.

Regulatory Compliance

CDM 2015, PAS 91 (tender standards), and ISO 45001 (safety management) all reference the need for documented procedures and safe systems.

Audit & Inspection Trail

When clients are audited or inspected by their own regulators, they need to demonstrate they have verified contractor competence and safety planning.

Client Confidence

Professional method statements show clients you take safety seriously, understand their requirements, and can be trusted to deliver consistently.

Key Sections of a Cleaning Method Statement

1

Document Header & Scope

Company name, document title, date prepared, version, scope of work, area covered, frequency of service, and any site-specific notes.

2

Task Description

Clear description of what will be cleaned, specific areas, frequency (daily, weekly, etc.), and any particular client requirements or constraints.

3

Sequence of Operations

Step-by-step breakdown of the cleaning process in the exact order it will be performed. This is the most detailed section.

4

Equipment & Materials

List of all equipment (vacuums, mops, lifts, etc.), chemicals (with product names and manufacturers), and PPE to be used.

5

Personal Protective Equipment (PPE)

Specific PPE required for the task: gloves, eye protection, masks, footwear, high-visibility clothing, respirators, etc.

6

Hazards & Controls

Hazards specific to the task and the control measures in place. Can reference the RAMS or include a summary.

7

Emergency Procedures

How to respond to accidents, chemical spills, injuries, or emergencies. Include evacuation points, first aid, and emergency contact details.

8

Staff Qualifications & Training

The qualifications, training, and induction requirements for staff performing the work. Reference any certifications.

9

Quality Checks & Inspection

How work quality is verified and inspected. Include checklist items or inspection frequency.

10

Sign-Off & Approval

Space for signatures from your company, site management, and/or health and safety personnel.

Task-Specific Method Statement Examples

General Office Cleaning

Sequence of Operations:

  1. Arrive and put on high-visibility clothing and appropriate footwear
  2. Set up wet floor signs and barriers in areas being cleaned
  3. Empty all waste bins and replace with clean liners
  4. Dust all horizontal surfaces, shelves, and equipment
  5. Clean windows and glass surfaces with approved glass cleaner
  6. Vacuum or sweep all carpet and hard floors
  7. Mop hard floors with appropriate floor cleaner
  8. Clean all light switches, door handles, and frequently touched surfaces
  9. Restock toilet and kitchen supplies
  10. Remove signs and dispose of waste appropriately
  11. Hand over site to client or lock up as instructed

Key Hazards:

Slips on wet floors, chemical exposure, repetitive strain, lone working

Required PPE:

Non-slip shoes, gloves, high-visibility vest, apron

Washroom Deep Clean

Sequence of Operations:

  1. Notify building occupants that area is being cleaned
  2. Don full PPE including gloves, apron, and eye protection
  3. Remove waste bins and sanitary bins; replace liners
  4. Sweep floor to remove debris and hair
  5. Apply toilet bowl cleaner and let sit for 5 minutes
  6. Apply urinal cleaner and cistern cleaner
  7. Scrub toilet, urinal, and cistern with appropriate brushes
  8. Flush to rinse all cleaning products
  9. Apply and wipe down sanitiser on all touchpoints
  10. Clean mirrors and glass with glass cleaner
  11. Mop floor with hospital-grade disinfectant
  12. Check supplies (soap, paper towels, toilet rolls) and restock
  13. Allow adequate drying time before reopening

Key Hazards:

Chemical exposure, biological hazards (bloodborne pathogens), sharps, slips

Required PPE:

Heavy-duty gloves, apron, eye protection, respiratory protection (if needed), non-slip shoes

Kitchen Extraction Cleaning

Sequence of Operations:

  1. Notify kitchen staff that equipment will be shut down
  2. Switch off extract hood and allow to cool
  3. Remove filters and place in degreaser solution
  4. Remove grease duct covers (if accessible) and soak
  5. Spray interior surfaces with approved degreaser
  6. Scrub all interior surfaces with brushes
  7. Rinse thoroughly and wipe dry
  8. Clean filters in degreaser solution; use brush to remove stubborn grease
  9. Rinse filters and allow to dry completely
  10. Reinstall filters and covers
  11. Restart equipment and test operation
  12. Document work completed with photos

Key Hazards:

Chemical exposure, high surfaces/working at height, electrical equipment, heat exposure

Required PPE:

Chemical-resistant gloves, apron, eye protection, respiratory protection, closed-toe shoes, hard hat (if needed)

Carpet Shampooing

Sequence of Operations:

  1. Inspect carpet for damage or stains requiring pre-treatment
  2. Apply stain pre-treatment product and allow dwell time
  3. Vacuum entire carpet area thoroughly
  4. Fill carpet cleaning machine with approved cleaner and hot water
  5. Test cleaner on inconspicuous area first
  6. Work systematically from far corner toward exit
  7. Apply carpet cleaner and allow to dwell per instructions
  8. Extract dirty water using machine
  9. Make second pass to remove excess moisture
  10. Allow carpet to dry (place wet floor signs if needed)
  11. Once dry, vacuum to restore pile
  12. Ensure furniture is not replaced until carpet is completely dry

Key Hazards:

Electrical hazards (wet equipment), slips on wet carpet, chemical exposure, repetitive strain

Required PPE:

Non-slip shoes, gloves, apron, eye protection, hearing protection (if machine is loud)

Window Cleaning (Ground Level)

Sequence of Operations:

  1. Put on safety equipment including harness or fall protection if above ground level
  2. Set up wet floor signs at base of windows
  3. Remove any obstacles from window areas
  4. Apply window cleaning solution to glass
  5. Scrub with appropriate brush or pad
  6. Squeegee or wipe dry to prevent streaks
  7. Clean window frames, sills, and tracks
  8. Empty collected water appropriately (not into pedestrian areas)
  9. Remove signs and check for water hazards

Key Hazards:

Falls (if at height), slips, chemical exposure, eye injury from spray

Required PPE:

Non-slip shoes, gloves, eye protection, apron or protective clothing

Floor Stripping & Sealing

Sequence of Operations:

  1. Set up barrier tape and wet floor signs; notify building users
  2. Remove existing floor polish using approved stripping solution
  3. Scrub floor with appropriate equipment (or manual if small area)
  4. Extract dirty water and allow to dry
  5. Apply new sealer or polish per manufacturer instructions
  6. Allow product to cure per instructions before reopening area
  7. Inspect finish and reapply if needed for even coverage

Key Hazards:

Chemical exposure, slips on wet/treated surfaces, respiratory hazards, electrical equipment hazards

Required PPE:

Chemical-resistant gloves, respiratory protection, eye protection, non-slip shoes, apron

How to Write Task-Specific Method Statements

Start with the Basics

Define exactly what task you're describing—not "cleaning" but "daily office cleaning of 10,000 sq ft open-plan office space" or "specialist grease trap cleaning for commercial kitchen."

Break It Into Steps

Write out every step in the sequence it will be performed, no matter how obvious it seems to you. For large tasks, use numbered steps or a flowchart format.

Specify the "How"

Don't just say "clean windows." Say "clean windows using X brand glass cleaner applied with a spray bottle, then squeegee dry with a rubber squeegee to prevent streaks."

Include Hazard Controls

For each step, consider what could go wrong and describe how you'll control the risk: "Place wet floor signs" or "check water temperature is below 60°C" or "wear respiratory protection when applying."

Be Specific About PPE & Equipment

Don't say "wear gloves." Say "wear nitrile gloves (not latex due to latex allergy risk)" or "use X brand step ladder, never overstep the top step."

Include Emergency Procedures

Address what to do if something goes wrong: "If chemical spill occurs, immediately notify site manager, evacuate area, and use spill kit located in main office."

Add Quality Standards

Define what "done" means: "All surfaces should be free of dust, streaks should not be visible on windows, and all waste bins should be emptied."

Keeping Method Statements Current

Method statements are working documents. They should be reviewed and updated whenever circumstances change:

  • Product Changes: When you switch to a new cleaning product, update the statement with the new product name, dilution rate, and dwell time.
  • Equipment Updates: If you invest in new equipment (e.g., new floor machine or carpet cleaner), update the statement.
  • Scope Expansion: When you start offering a new cleaning service, create a method statement for it.
  • Incidents: If staff are injured or near-misses occur, review and update the relevant method statements.
  • Staff Feedback: Ask your team if they have suggestions for improving the procedures. They often spot inefficiencies.
  • Client Feedback: Incorporate any client feedback or new requirements into method statements.

Training Staff on Method Statements

Method statements are only effective if your team understands and follows them. Incorporate them into staff training:

Induction Training

New staff must receive method statements for all tasks they will perform. Walk through each statement step-by-step, answering questions.

Toolbox Talks

Regularly review relevant method statements during toolbox talks, especially before starting a new contract or after incidents.

Competency Assessment

Observe staff performing the work to ensure they follow the procedures. Document competency assessments.

Signed Acknowledgement

Have staff sign to confirm they have read and understood the method statement. Keep signed copies in personnel files.

Reference Copies

Provide copies of method statements to teams performing the work. Digital copies on phones or tablets allow easy reference.

Feedback Loop

Encourage staff to report if method statements are unclear or impractical. Update statements based on operational feedback.

How Method Statements Support Tender Responses

Commercial cleaning tenders often ask for method statements showing how you'll perform specific services. This is your opportunity to demonstrate competence and win the contract.

Tailor to the Client

Don't submit generic statements. Adapt them to the specific site, client requirements, and any site-specific hazards mentioned in the tender brief.

Demonstrate Understanding

Show that you understand the client's operation. For a hospital, reference infection control procedures. For a commercial kitchen, show knowledge of grease hazards.

Show Competence

Professional, detailed method statements demonstrate you've thought through the work and aren't "winging it." This builds client confidence.

Highlight Health & Safety

Tender evaluators often look for safety commitment. Detailed method statements and associated RAMS show you take safety seriously.

Reference Best Practice

Reference relevant standards (ISO 45001, PAS 91) and HSE guidance. Show you're up-to-date with industry standards.

Include Quality Standards

Specify how quality will be assured. Method statements that include inspection points and quality checks are more impressive.

How GraySwift Generates Method Statements Automatically

GraySwift integrates method statement generation directly into the proposal creation process. Instead of writing documents in Word after winning a tender, you can generate professional method statements that are ready to send with your quote.

  • Task Library: Pre-built templates for common cleaning tasks (office, washroom, kitchen, carpet, windows, etc.) that you customize in minutes.
  • Site-Specific Customization: Add site-specific details and hazards that are automatically incorporated into the method statement.
  • Linked to Proposals: Method statements can be included directly in customer proposals, ready to send.
  • Version Control: Track changes, maintain historical records, and ensure clients always receive the latest version.
  • Integrated with RAMS: Method statements automatically align with your risk assessments for a complete safety package.
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Word Documents vs GraySwift Automation

AspectWord TemplatesGraySwift Platform
Time to Create2-4 hours per statement15-20 minutes
FormattingManual, inconsistentProfessional, consistent
UpdatesManual edits, version confusionVersion-controlled, tracked
Client DeliveryEmail + attachmentsSecure portal, view tracking
ComplianceManual compliance reviewBuilt-in compliance checks
Team CollaborationShared folders, conflictsReal-time collaboration
Cost per Tender4+ hours laborMinimal (included in platform)

Frequently Asked Questions About Method Statements

Can I use the same method statement for different clients?

Generic sections can be reused, but each client may have different requirements, processes, or hazards. Always customize statements to address site-specific factors.

How detailed should a method statement be?

Detailed enough that someone unfamiliar with cleaning could follow your procedure and achieve the same result. Include every significant step, but don't write paragraphs—use clear, concise bullet points.

Do method statements need to be signed?

Yes, they should be signed by your company (showing it's approved by management) and ideally by the site manager or client (showing they accept your procedures). This demonstrates accountability.

How often should method statements be reviewed?

At least annually, when you change procedures, introduce new equipment or products, or after incidents. Update them as soon as procedures change—don't wait for the annual review.

What if my method statement is rejected by a client?

Ask for specific feedback. Adjust the statement to address their concerns, whether that's additional safety measures, quality standards, or specific procedures they require.

Should method statements include emergency contact numbers?

Yes. Include site emergency contact, site manager numbers, and your company emergency contact. This ensures staff know who to call in case of accident or incident.

Can method statements be more than one page?

Absolutely. For complex tasks (e.g., specialist cleaning or high-risk work), method statements can be 5+ pages. For simple tasks, one page may suffice. Quality over brevity.

Do I need method statements for every type of cleaning?

For commercial contracts, it's essential. For small residential jobs, you can manage with standard procedures. But if seeking commercial contracts, develop method statements for every service you offer.

Generate Professional Method Statements in Minutes

Stop spending hours on Word documents. Create tender-ready method statements automatically with GraySwift.

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