Method Statement

A detailed document explaining how a contractor will execute specific work, including processes, resources, timescales, and quality measures required to deliver contract requirements.

What it contains

A method statement provides a comprehensive breakdown of how a supplier intends to deliver the contracted work. It typically includes detailed descriptions of work processes, resource allocation, project timelines, quality control measures, risk management approaches, and key personnel assignments. The document demonstrates the supplier's understanding of requirements and their capability to deliver.

When it's required

Method statements are commonly requested during the tender evaluation process, particularly for complex or technical contracts. They form part of the quality assessment criteria and help procurement teams evaluate suppliers' technical competence. For construction projects, method statements are often mandatory under health and safety regulations and may be required by the Construction (Design and Management) Regulations 2015.

Legal significance

Once accepted, method statements typically become contractually binding documents. Suppliers are expected to follow their stated methods unless formally agreed changes are made. Deviation from agreed method statements can constitute breach of contract and may trigger performance management procedures.

Evaluation criteria

Procurement teams assess method statements against specific evaluation criteria, often including technical approach, resource adequacy, timeline feasibility, quality measures, and risk mitigation. The weighting given to method statements varies by contract type but typically represents a significant portion of the quality score in competitive tenders.

Best practice

Effective method statements should be specific, realistic, and directly address the contract requirements. They should demonstrate understanding of local conditions, regulatory compliance, and integration with existing services or systems.