Performance Certificate

Record the performance-certificate decision provided for by the selected contract.

This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.

Prepare project brief

The form prepares a separate brief; it does not fill the Word or Excel file.

Read product descriptions in your language. The Word and Excel template files are in English.

Performance Certificate · Document preview — Selected page preview · DOCX

Learning

How to use this template

When you need it

Use this certificate when the applicable contract provides for a performance certificate and its defined prerequisites have been assessed, including any required completion of outstanding work or relevant post-completion obligations.

What it helps you decide

It records the specific contractual milestone and supporting evidence, helping distinguish the contract's certification process from isolated equipment performance tests, operational satisfaction, or other milestones that may have different effects.

How to complete it

Identify Certificate and contract particulars and the actual performance-certificate provisions, then define Scope certified and exclusions without importing criteria from another contract.
Compile Evidence supporting the milestone, review relevant remaining obligations, and disclose Outstanding items and reservations affecting the proposed certificate or its scope.
Complete the Certification statement and contractual effect using verified facts, reference attachments, and record Authorized issue and receipt through the applicable contractual process.

Who prepares and reviews it

The authorized contractual issuer coordinates the assessment with commercial, quality, technical, and operations contributors. The contract determines the decision maker and prerequisites; specialist advice supports any uncertain continuing obligations or unresolved matters.

A mistake to avoid

Assuming a successful equipment performance test automatically entitles the project to a contractual performance certificate ignores the separate prerequisites stated in the agreement.

Illustrative example

Illustrative example: a water-infrastructure contract approaches its specified performance-certification milestone. The team checks defect closure, required records, and the actual contract conditions, then identifies an unresolved obligation requiring clarification. The authorized issuer delays the decision until the missing evidence is resolved and documented.

Explore the wider topic

Document contents

Certificate and contract particulars
Scope certified and exclusions
Evidence supporting the milestone
Outstanding items and reservations
Certification statement and contractual effect
Attachments and related records
Authorized issue and receipt

Required inputs

Project name, location, company, document number and revision
Actual project scope, source records and responsible roles

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.