rwgTrisha Ortiz
Trisha OrtizShareholderSan Francisco

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415.421.8484

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415.421.8486

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Trisha Ortiz is a shareholder in the Public Finance Department of Richards, Watson & Gershon. Ms. Ortiz specializes in advising clients with regard to imposing and increasing taxes and fees, special tax and assessment financing, PACE financing, elections, and redevelopment dissolution. In addition, Ms. Ortiz provides bond and disclosure counsel services to public agencies in connection with financing public projects.

Ms. Ortiz assisted the City of Palm Desert in writing AB 811, which authorizes certain public agencies to finance renewable energy and energy efficiency improvements to private property also known as Property Assesed Clean Energy or “PACE”. She worked with the City of Palm Desert and the County of Sonoma to establish California's first two PACE programs.

Prior to attending law school, Ms. Ortiz spent over seven years working in state legislative government. Ms. Ortiz served as legislative staff in the Arizona House of Representatives where she focused on education finance, tax policy, and the state budget and also worked as a lobbyist in the Michigan State Legislature.

Ms. Ortiz's recent speaking engagements include:

"Economic Development and Local Infrastructure Financing in the Post-RDA Era," The Bond Buyer's 22nd Annual California Public Finance Conference, October 18, 2012

"Legislative Fixes for Congressional Action," PACE Solutions: Bringing AB 811 Home Conference, March 3, 2011

"Public Financing of Energy Efficiency and Renewable Energy Improvements on Private Property," County Counsel's Association of California, Taxation Fall 2009 Study Section Conference, November 19, 2009

"Jumping the Legislative Hurdles," City and County Energy Conference, November 16, 2009

"AB 811 Contractual Assessments," California Debt and Investment Advisory Commission: Public Financing for Solar Energy, October 9, 2009

"Government Financing for Private Renewable Energy and Energy Efficiency Improvements," The Bond Buyer's 19th Annual California Public Finance Conference, September 15, 2009

"Preparing for Bond Takeout!", The Palm Desert AB 811 Conference, June 12, 2009

"Formation of Community Facilities Districts," Southern California City Clerk's Association General Meeting, September 20, 2007

Ms. Ortiz's publications include:

"AB 811: The Promise and Challenge of Public Agency Financing for Private Renewable Energy and Energy Efficiency Improvements," Public Law Journal, an Official Publication of the State Bar of California Public Law Section, Vol. 33, No. 1, Winter 2010

 
Education

B.S., University of Arizona, 1992
M.B.A., Arizona State University, 2000
J.D., Loyola University School of Law, Los Angeles, 2003

 
Practice Areas

Public Finance
Public Law