The Ortiz Group
The Ortiz Group is a California-based management consulting firm providing program design, project management, operational planning, and vendor management services to public sector organizations in the clean energy and building electrification sectors, with a focus on serving low-income and disadvantaged communities.
- Company typePrivate
- Founded2014
- HeadquartersFresno, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Ortiz Group does
The Ortiz Group (TOG) is a private management consulting firm headquartered in Lafayette, California, founded in 2014 by David Ortiz and operating across the state with an employee base of approximately 20 staff including leadership, program managers, field auditors, outreach liaisons, and administrative personnel. The firm provides program design, project management, operational planning, and vendor management services to public sector organizations developing, managing, and administering third-party clean energy and electrification programs in California. Core program work includes the Equitable Building Decarbonization (EBD) Direct Install Program across Northern California, the Low-Income Leveraging Pilot in partnership with TECH Clean California (which served 520 households at an average remediation cost of $5,900 per home), and equity integration subject matter expertise for the California Market Transformation Administrator (CalMTA). The company also runs contractor training events for licensed HVAC and plumbing contractors on heat pump technology and publishes industry whitepapers including 'The Path to All-Electric' and 'Breaking Barriers to Clean Energy.'
The firm's go-to-market is enterprise field sales, with direct relationship-driven engagement of California state agencies, municipalities, and community-based organizations. Revenue is generated through professional services fees for program design, program evaluation, direct program administration, and managed services under contract-based arrangements; no public pricing is disclosed. A core internal IT group supports every project team with data-driven decision-making tools, and the firm markets itself as maintaining 'over 15 years of serving California,' though its founding date is 2014. Customer concentration is anchored on public sector clients, with the State of California named as a reference and TECH Clean California as a flagship implementation partner. The firm differentiates through established regulatory relationships with the CPUC, CEC, ARB, and California State Legislature, and through five diversity certifications (Minority Owned, Veteran Owned, Service Disabled Veteran Owned, Small Disadvantaged Owned, Hispanic American Owned), which expand access to set-aside contracting.
The Ortiz Group's ecosystem includes partnerships with Resource Innovations, Frontier Energy, ETC, CRC+, GRID Alternatives, Energy Solutions, and the Suscol Intertribal Council, positioning it as a coalition coordinator across nonprofits, utilities, and tribal communities for clean energy equity programs. Leadership is family-led and founder-controlled, with David Ortiz as President and Founder and Fabiola Ortiz as Chief Operating Officer; the firm is privately held without disclosed external institutional investment.
The Ortiz Group firmographics
Firmographics- Name
- The Ortiz Group
- Legal name
- The Ortiz Group
- Website
- https://ortiz-group.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Ortiz Group is a California-based management consulting firm providing program design, project management, operational planning, and vendor management services to public sector organizations in the clean energy and building electrification sectors, with a focus on serving low-income and disadvantaged communities.
- Ownership category
- akta.pro rank
Where The Ortiz Group is headquartered
LocationHeadquarters
- HQ city
- Fresno
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Ortiz Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Management Consulting Services: Provides planning, program evaluations, and direct administration of client programs to public sector organizations. Revenue is generated through professional service fees for program design, project management, operational planning, and vendor management services.
- Clean Energy Program Implementation: Implements clean energy and electrification programs in collaboration with government agencies and partners like TECH Clean California, managing federal and state program execution including remediation, repairs, and heat-pump installations.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The Ortiz Group product offering
Product offeringCore offering
The Ortiz Group (TOG) provides management consulting services to public sector organizations in California, specializing in the design, administration, and management of clean energy and building electrification programs. The firm delivers four core service disciplines — Program Design, Program/Project Management, Operational Planning, and Vendor Management — applied to initiatives such as the Equitable Building Decarbonization (EBD) Direct Install Program, the Low-Income Leveraging Pilot, and the California Market Transformation Administrator (CalMTA).
Product overview
The Ortiz Group is a management consulting firm that provides services to public sector organizations in the clean energy sector. The company operates as a unified service offering organized around four core consulting disciplines: Program Design, Project Management, Operational Planning, and Vendor Management. These services are applied across specific programs including the Equitable Building Decarbonization (EBD) Direct Install Program, the Low-Income Leveraging Pilot, and the California Market Transformation Administrator (CalMTA) initiative. The company also publishes white papers and research reports on clean energy topics. All services focus on facilitating access to clean energy for disadvantaged communities and supporting decarbonization and electrification goals in California.
Differentiator
Problem solved
Functional benefit
Products and services
- Program Design Customized organizational structures for clean energy programs, building cross-functional teams that enable agile responses to electrification opportunities for public sector clients.
- Program/Project Management End-to-end program and project management for clean energy clients, blending time-tested management practices with innovative techniques from planning through execution to close-out.
- Operational Planning Detailed operational planning with trend monitoring and clear milestones for clean energy sector partners, ensuring preparedness for shifts in the regulatory and program landscape.
- Vendor Management Vendor relationship cultivation through regular check-ins, performance reviews, and collaborative strategy sessions aligned with collective decarbonization goals.
- Equitable Building Decarbonization (EBD) Direct Install Program A direct install program supporting program development throughout Northern California, overseeing team operations, community-based partnerships, and workforce development strategies to expand access to decarbonization for low-income and disadvantaged communities.
- Low-Income Leveraging Pilot A pilot program partnered with TECH Clean California providing supplemental funding for remediation, repairs, and heat-pump installations for low-income households whose needs exceed typical program funding caps.
- California Market Transformation Administrator (CalMTA) Support Subject matter expert support for CalMTA, providing equity integration and program strategy services for the California Market Transformation Administrator initiative.
Quantifiable outcome
- 520 households served with home electrification support through the Low-Income Leveraging Pilot
- +1 more outcomes
Companies that use The Ortiz Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
The Ortiz Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Ortiz Group partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and flagship.
- Resource InnovationscoreListed as a partner organization collaborating on clean energy and electrification programs. Resource Innovations works with TOG on program design and implementation supporting disadvantaged communities.
- Frontier EnergycorePartner organization in clean energy initiatives. Frontier Energy collaborates with TOG on program development and community engagement efforts.
- ETC (Energy Task Corporation)corePartner in energy efficiency and clean energy program implementation. ETC works with TOG on statewide initiatives.
- CRC+corePartner organization collaborating on clean energy programs and community engagement.
- GRID AlternativescorePartner in providing solar and energy solutions to underserved communities. GRID Alternatives shares mission alignment with TOG on clean energy equity.
- TECH Clean CaliforniaflagshipLead partner in the Low-Income Leveraging Pilot implementing supplemental funding and program coordination for home electrification. TOG provided implementation support for the pilot which served 520 households across California. The collaboration demonstrates how flexible funding, strong partnerships, and on-the-ground expertise can expand electrification access for low-income households and underserved communities.
- Suscol Intertribal CouncilcorePartner organization ensuring barriers and challenges of reaching remote rural parts of California and Native American tribes are included in clean energy policy conversations. TOG facilitates community feedback meetings and documents concerns for positive changes.
- Energy SolutionscorePartner organization with representative Sandy Laube advocating for equity in clean energy transition. Energy Solutions shares TOG's commitment to not leaving anyone behind during environmental changes.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
The Ortiz Group competitors and assessment
Company assessmentDirect peers
- Resource Innovations: California-based clean energy consulting firm specializing in energy efficiency program design, implementation, and equity-focused initiatives. Resource Innovations is both a TOG partner and direct competitor for CPUC/CEC program administration work.
- Opinion Dynamics: Energy market research, evaluation, and consulting firm serving utilities and public agencies. Opinion Dynamics competes for similar evaluation and program support contracts in California's clean energy and equity programs.
- The Cadmus Group: Energy and environmental consulting firm providing program design, implementation, and evaluation services for public agencies and utilities. Cadmus competes for similar California clean energy program administration contracts.
- Frontier Energy: California-based clean energy consulting firm providing program implementation, workforce development, and market transformation services. Frontier Energy is a TOG partner and direct peer in EBD and electrification program delivery.
- Energy + Environmental Economics (E3): California-based energy consulting firm specializing in energy economics, regulatory support, and program evaluation. E3 serves the same CPUC and CEC clients with adjacent advisory and analytic capabilities.
- Energy Solutions: California-based nonprofit providing clean energy consulting, program design, and implementation with a focus on equity. Energy Solutions is a TOG partner with overlapping mission and customer base in California.
Broad incumbents
- Guidehouse: Global consulting firm with substantial energy and sustainability practice (formed from Navigant). Guidehouse provides similar program management and consulting services to public sector utility and energy clients at national scale.
- ICF International: Global consulting firm with an extensive energy and environment practice serving California public agencies. ICF competes for similar large government program management contracts but as part of a much broader portfolio.
- DNV: Global energy advisory, testing, and certification firm with a significant California energy program practice. DNV offers overlapping capabilities in program implementation and energy advisory as part of a broader portfolio.
Emerging players
- GRID Alternatives: Nonprofit providing solar and energy efficiency services to low-income and disadvantaged communities. GRID Alternatives is mission-aligned with TOG and a partner, but operates a different nonprofit delivery model focused on direct solar installation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Ortiz Group social profiles
Digital presenceThe Ortiz Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Ortiz Group leadership team
Management profileNumber of profiles
Profiles2 records
The Ortiz Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Ortiz Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Ortiz Group
What does The Ortiz Group do?
The Ortiz Group (TOG) provides management consulting services to public sector organizations in California, specializing in the design, administration, and management of clean energy and building electrification programs. The firm delivers four core service disciplines — Program Design, Program/Project Management, Operational Planning, and Vendor Management — applied to initiatives such as the Equitable Building Decarbonization (EBD) Direct Install Program, the Low-Income Leveraging Pilot, and the California Market Transformation Administrator (CalMTA).
Is The Ortiz Group a public or private company?
The Ortiz Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Ortiz Group founded?
The Ortiz Group was founded in 2014. It employs 1 to 10 people.
Where is The Ortiz Group based?
The Ortiz Group is headquartered in Fresno, United States, in the North America region.
How does The Ortiz Group make money?
Two revenue lines are on record. Management Consulting Services are the primary driver. The others are clean Energy Program Implementation.
Who are The Ortiz Group's main competitors?
Direct peers on record are Resource Innovations, Opinion Dynamics, The Cadmus Group, Frontier Energy, Energy + Environmental Economics (E3) and Energy Solutions. Broad incumbents are Guidehouse, ICF International and DNV. GRID Alternatives is listed as an emerging player.
Does The Ortiz Group have an API?
No public API is recorded for The Ortiz Group.