NexVerde
NexVerde Energy Solutions
Delivery Playbook

How NexVerde delivers

Step-by-step operating document for Match, Ready, and Deliver—inputs, artifacts, roles, and handoffs from intake through construction. NexVerde Energy Solutions LLC · Boston, MA · hello@nexverde.com

Intake→ Match→ Ready→ Deliver→ Outcomes engine

1Company and commercial model

Who we are

NexVerde turns public clean energy funding into finished local projects. America committed historic money to clean energy; the money is not the problem—execution is. Small and mid-sized communities often lack the staff to find winnable programs, get application-ready, and run their own bid. NexVerde is that missing capacity.

Who pays / who does not

PartyPays?What they receiveWhat they give back
CommunitiesNo for Match and ReadyRanked shortlist, readiness work, and a path to their own public bidProfile data and outcomes (applied / won / lost / why)
Delivery partnersYes, annual subscriptionEarly notice of public bids. Same public information, same time as everyone. No inside information and no advantage.Build capacity by region; execution feedback

Our incentive aligns with construction: some firms pay a subscription for early notice of public bids. They get no inside information and no advantage. We are not paid a percentage of the grant.

Demand side: Public bodies that own buildings and qualify for funding but rarely have staff to claim it. Build side: Firms that engineer and construct—expensive for them to find funded, ready public work alone. NexVerde does the work in the middle.

2Service catalog

ServiceWhat it isPrimary artifact
MatchRanked, realistic list of programs the community can winShortlist with award range, deadline, match, recommended first target
ReadyPre-deadline work that wins or loses applicationsReadiness score, punch-list, data package, competitive application
DeliverAfter funding, the community runs its own public bidA fair, public bid. Once public, qualified firms are invited to compete. Milestone and funder-reporting log.

Every step runs on one analytics engine: utility data, load profiles, benchmarked baselines, and a savings, cost and emissions model a reviewer can check, before technology talk.

3Project types the community's engineer defines

NexVerde does not self-perform construction, and does not write the scope or specifications. Naming the project type keeps the funding match and readiness path accurate so the community can define the work and run a fair bid.

CategoryTypical scopes
GenerateRooftop, ground-mount, carport/parking canopy solar PV
Store and hardenBESS, solar-plus-storage, microgrids / resilience hubs
Electrify and heatAir-source and geothermal heat pumps, HPWH, HVAC modernization
Tighten and optimizeEnvelope, LED/controls, BAS, retro-commissioning
MoveLevel 2 and DCFC; municipal and school fleet electrification
Public worksWater/wastewater efficiency, biogas recovery, streetlight LED
Plan and proveASHRAE I–III audits, benchmarking, load/feasibility, interconnection

4Intake (before Match)

Purpose: Confirm the public body, build a usable funding profile, and place the community in the pipeline.

Inputs

Steps

  1. Confirm the public body — Town, city, district, housing authority, transit, RPA, or special district. Confirm who can authorize data sharing and applications.
  2. Collect the funding profile — Building stock; energy spend and utility accounts; region; income / EJ indicators; rural status; prior awards; designations (e.g., MA Green Community).
  3. Pull live program universe — Federal (Grants.gov, USASpending); state and utility (e.g., DOER Green Communities, MassCEC, utility incentives). Refresh from live sources.
  4. Log pipeline status — Early, In readiness, or Ready to bid. Update as Match and Ready progress.
Artifacts out Intake record and confirmed POC · Funding profile worksheet · Pipeline entry (status + date)
CommunityNexVerdeDelivery partner
Names POC; shares buildings, bills, designations, prior awardsBuilds profile; pulls programs; logs pipelineNot involved yet

Handoff: Funding profile complete enough to score programs → Match

5Match — find the funding you can actually win

Logic: Eligibility is not competitiveness. Thousands may qualify; few are positioned to win. Matching well means reading written rules and practical ones.

Inputs

Steps

  1. Encode eligibility rules — Written criteria and practical constraints (match cash, designations, income thresholds, rural status, building types).
  2. Score competitiveness — Rank by how competitive this community is on real eligibility and award fit—not only whether it qualifies, and not a historical win model.
  3. Map economics and calendar — Award range, cost-share, open/close dates, required studies or plans.
  4. Rank and recommend a first target — Short shortlist plus one recommended first pursuit with rationale.
  5. Brief the community — Leadership chooses before committing staff time to Ready.
Artifacts out Ranked program shortlist · Per program: award range, deadline, match, competitiveness rationale · Recommended first target

Timeline: Days once Intake is complete. Handoff: Community selects target → Ready

6Ready — get application-ready and competitive

Logic: Applications are won or lost before the deadline. The difference between funded and unfunded is often measured vs. unmeasured.

Five pillars (scored)

PillarWhat “good” looks like
DataConsolidated utility accounts; benchmarked buildings; current baseline
PlanningAdopted energy plan with prioritized, costed projects
CapacityStaff or partner who can run the application and post-award work
GovernanceProcurement and approvals that move on a funder’s timeline
EngagementReal structure for community input where the funder requires it

Steps

  1. Score the five pillars — Overall readiness score; update pipeline (In readiness → Ready to bid as gaps close).
  2. Assemble reviewer-grade numbers. Consolidated accounts; 12-month load profiles; benchmarked baseline; a savings, cost and emissions model a reviewer can check. See how we build the numbers
  3. Produce the punch-list — Exact missing items with owners and due dates.
  4. Structure to the rubric — Outline and draft point-by-point to the funder’s scoring criteria.
  5. Package for submission or handoff — Submission-ready application under the community’s authority, or pieces for their grant writer.
Artifacts out Readiness score and pillar breakdown · Gap punch-list · Data and baselines package · Competitive application (or grant-writer package)

Timeline: Tied to the funder deadline. Handoff: If funded (or firm pre-award path) → Deliver. If not, capture outcome reasons → engine; optionally rematch.

7Deliver — get it built

Logic: When a project is funded and ready to build, the community runs its own bid. NexVerde does not write the bid, scope, or specifications, does not score bids, and does not pick the contractor.

Steps

  1. Understand the project need — Help the community see what the project needs so their team or their engineer can define it. NexVerde does not write the scope or specifications.
  2. Explain the funder's procurement steps — When the project is funded and ready to build, walk through the steps the funder requires. The community runs its own bid.
  3. Invite firms after the bid is public — Once the bid is public, let qualified firms know it is open. Same public information, same time as everyone.
  4. Track milestones and funder reporting — From award to construction.
  5. Capture outcomes — Applied / won / lost / why; update pipeline and the engine.
Artifacts out Notes for the community's engineer · Funder procurement-step checklist · Public-bid notice, sent only after the bid is public · Milestone and reporting log · Outcome record
CommunityNexVerdeDelivery partner
Owns the bid, procurement, and contracts; site accessExplains funder steps; after the bid is public, lets qualified firms know it is open; tracks milestones and reportingSees the same public bid as everyone else; prices, designs, builds

Timeline: Through construction—months to multi-year. Handoff: Construction / complete → outcome closed; optional O&M introduction.

8Data engine underneath

LayerQuestionPrimary sources
NationalHow much funding is open, and how much reaches the ground?Grants.gov; USASpending; clean-energy CFDA/ALN filters
StateWhere to work first?Awards per state vs. need; per-capita and gap rank
LocalWhat is the actual work?Community–program matches, readiness, lead status; MA DOER / Grid-Ready–style data in the Studio

Gap logic

Measure Need (energy burden, income, population) and Captured (federal clean energy dollars per person). High need + low captured, inside communities that qualify, is the gap. Sharpest form: eligible for a program but never received it.

Flywheel

  1. Engagement captures outcomes (applied / won / lost / why).
  2. Outcomes build the win-probability record as they accumulate; today matching runs on eligibility and award data.
  3. Sharper matches are more useful to communities and more valuable to delivery firms.
  4. More of both → more outcome data. The moat is the structured record of what works—not the public program list.

9Roles and handoffs (summary)

StageCommunityNexVerdeDelivery partner
IntakePOC, data, authorizationsProfile, program pull, pipeline—
MatchChoose first targetScore, rank, shortlistNo notice until the bid is public
ReadyClose gaps; submitPillars; data package; applicationNo project details before the bid is public
DeliverRun the public bid and contractExplain funder steps; invite firms only after the bid is public; track; outcomesSee the same public bid as everyone else; design and build
PostShare resultsUpdate engineO&M / feedback

Pipeline statuses: Early → In readiness → Ready to bid (then tracked through award and construction).

10Typical timelines

StageTypical durationClock owner
Intake1–5 business days after first responseCommunity data speed
MatchDays after IntakeNexVerde scoring + live data
ReadyWeeks to monthsFunder deadline
DeliverMonths to yearsProcurement + construction + interconnection

11Programs frequently in the set

Federal layers refresh from public APIs; municipal detail (e.g., Grid-Ready town lists) loads as local data in the Data Studio.

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