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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 and contractual assessment financing
pursuant to AB 811. 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. She worked with
the City of Palm Desert and the County of Sonoma to establish California's
first two AB 811 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:
"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
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