Exhibit B (Specifications)

This exhibit functions as the deliverables schedule attached to the main agreement. It is incorporated into the agreement to define the subject of the project: the components and services the contractor will provide. Listing what is included, the conditions set for performance, and the expected outcomes brings clarity to the scope, aligns expectations, and reduces disputes. Read together in its entirety with the main agreement, it helps ensure the provisions on payment, schedule, and change management match what the team will actually produce.

In practice, this exhibit should present clear descriptions and details for each deliverable. Specify the extent of each item, formats, quantities, standards, and acceptance measures. Identify milestones tied to consideration so invoicing follows completion.

Note the roles and responsibilities of the contractor and the client for inputs, approvals, and access to property or systems. If applicable, include dependencies, excluded tasks, and assumptions. When changes arise, this list provides a baseline so additions are evaluated and priced clearly under the provisions of the agreement.

Useful examples include a software project listing requirements workshops, UI mockups, a working beta, final release, documentation, and training; a marketing engagement listing campaign concepts, ad creatives, landing pages, media placements, and weekly performance reports; or an equipment installation project listing site survey, bill of materials, delivery, installation on client property, commissioning, and handover package. For professional services, list tangible outputs such as audits, models, CAD files, datasets, or monthly service reports rather than vague efforts. Precise descriptions help both parties understand the extent of the work and confirm completion.

Keep the exhibit synchronized with the main agreement so dates, acceptance criteria, and consideration align. Use consistent numbering and naming so cross-references are obvious. The goal is clarity: a reader should know what is being delivered, by whom, and when, without needing to infer missing details.

Proposal Kit supports this process with document assembly that builds the exhibit and related sections from a template library, automated line-item quoting to link deliverables to budgets, and an AI Writer that can help write supporting descriptions and statements of work. These tools make it easier to produce consistent, professional documents that fit your agreement structure.

This exhibit is the operational core of the project, incorporated into the main agreement to define the subject, sequence, and measurable outputs. It turns intent into action by listing the components and services the contractor will provide, the conditions set for performance, and the acceptance path. When read in its entirety with the agreement, it aligns provisions for schedule, change control, and consideration with what will actually be delivered. The result is clarity for executives, project managers, and procurement teams who must plan budgets and forecast milestones.

Beyond naming deliverables, the exhibit should capture practical details: the extent of each item, required formats, quality standards, and acceptance criteria tied to milestones. Include dependencies, inputs the client must supply, and any access to property or systems. Define what is excluded to prevent scope creep.

If subcontractors are used, state handoff points so responsibilities are evident. These descriptions give stakeholders a single source of truth and provide an audit trail for reporting and vendor management.

This document also supports risk control. Clear completion criteria reduce disputes, while baseline deliverables make change requests predictable under the provisions of the agreement. Tying payment schedules to acceptance gates helps finance teams track consideration against progress. Version control for the exhibit allows teams to manage updates without losing historical commitments.

Use cases include a SaaS onboarding project documenting discovery sessions, data migration, configuration, training, and hypercare; a creative campaign specifying briefs, concepts, revisions, final assets, and performance reports; and a facility upgrade listing site surveys, bill of materials, installation on client property, testing, and commissioning. Professional services teams can list audits, models, and monthly reports, each with delivery dates and exit criteria. In each case, precise descriptions support governance and faster approvals.

Proposal Kit helps organizations build these exhibits quickly and consistently. Its document assembly and extensive template library structure the agreement and exhibits, while automated line-item quoting links deliverables to budgets and milestones. The AI Writer can write supporting descriptions and statements of work that teams can refine. Together, these tools promote clarity, reduce rework, and make it easier to produce professional documents that fit your agreement structure.

This deliverables exhibit does more than list outputs; it shapes governance. Incorporated into the main agreement, it defines the subject of performance and the sequence in which the contractor will deliver work. It should identify phased or pilot releases, alternates, and options so executives can approve scope in stages. Read in its entirety with the agreement, it aligns provisions for schedule, acceptance, and consideration with operational reality and gives PMOs a baseline for reporting.

Strengthen the exhibit by expressing outcomes in measurable terms. Add service levels, success metrics, and warranty windows where appropriate. Include knowledge transfer, training sessions, and handover packages as explicit deliverables with dates and owners.

Attach data and content specifications so the extent of work is verifiable: file formats, counts, length, frequency, duration, and version labels. Require source assets when needed (for example, layered design files or editable spreadsheets), and place acceptance checkpoints after each milestone to support timely approvals.

Plan execution details that often derail projects. Note long-lead items, logistics, and access to client property, including security clearances and safety prerequisites. Identify third-party dependencies, staging environments, and integration points.

State prerequisites the client must provide-datasets, credentials, subject matter interviews- so the conditions set for performance are clear. Tie partial deliveries to partial payments when appropriate, consistent with the payment provisions, and document retainage or holdbacks if used.

Examples include a data analytics initiative that lists discovery workshops, a validated data dictionary, ETL pipelines, dashboard prototypes, user acceptance testing, and administrator training; an eLearning build-out that lists storyboards, voiceover scripts, SCORM packages, a pilot module, and rollout support; and an event production project that lists creative briefs, run-of-show, vendor coordination, on-site setup, rehearsal, live operations, and post-event metrics. Each example shows how precise descriptions and details create shared clarity on the extent of work and when completion occurs.

Proposal Kit helps teams produce these exhibits consistently. Its document assembly and template library organize the agreement and exhibits, while automated line-item quoting links deliverables to budgets and milestones. The AI Writer can write supporting descriptions, acceptance criteria, and related statements of work that teams can refine. Together, these tools make it easier to create clear, professional documents that fit your agreement structure and accelerate proposal-to-contract workflows.

Writing the Exhibit B (Specifications) document - The Narrative

How to Build a Legal Contract with Proposal Kit

This video illustrates how to create a legal contract using the Proposal Pack Wizard software. It also shows how to create a proposal with an invoice and contract at the same time.