Quality Assurance & Quality Control Field Specialist

Job Title: Quality Assurance & Quality Control Field Specialist
Company: The Ortiz Group
Location: Northern Region/Bay Area California
Job Type: Full-Time
Salary Range: $73,000-104,000
Reports To: Program Managers

Position Overview:
The Quality Assurance and Quality Control (QA/QC) Field Energy Specialist is responsible for ensuring the
technical quality, consistency, and compliance of home assessments, Scopes of Work (SOWs), Measurement Project
Recommendations (MPRs), and installation activities for The Ortiz Group (TOG). Reporting to the Program
Manager, this position conducts quality assurance and quality control (QA/QC) reviews, performs field and desktop
audits, verifies compliance with program requirements, industry standards, and applicable building codes, and
provides technical guidance to Field Energy Auditors, contractors, and program partners.

The QA/QC Field Energy Specialist serves as a technical resource in residential building science, weatherization,
and electrification by supporting code-compliant installations and helping ensure projects are prepared to
successfully pass local permitting and jurisdictional inspections. The position requires a strong understanding of
local permitting processes, California building and energy codes, electrical and mechanical requirements, and
inspection expectations to support successful project implementation.

This position plays a critical role in maintaining program integrity by identifying opportunities for process
improvement, supporting corrective actions, and ensuring consistent, high-quality program delivery that meets
California Energy Commission (CEC), utility, local jurisdiction, and organizational requirements. In addition, the
QA/QC Field Energy Specialist may assist with technical initiatives, workforce training, pilot programs, business
development efforts, and special projects assigned by TOG Executive Leadership.

Required Qualifications & Experience:
Minimum Qualifications

• Bachelor’s degree in building science, Construction Management, Engineering, Environmental Studies, Energy Management, or a related field preferred. Equivalent combinations of education, technical training, and relevant experience may be considered.
• Minimum of three (3) years of experience in residential energy auditing, weatherization, building performance, HVAC, quality assurance/quality control, or a related technical field.
• Demonstrated experience conducting residential home energy assessments and evaluating building performance.
• Strong knowledge of residential building science, energy efficiency, weatherization, electrification, and whole-home assessment principles.
• Working knowledge of California Title 24 Energy Code, California Building Code, applicable mechanical and electrical codes, and residential permitting requirements.
• Experience interpreting building codes, permit requirements, and inspection standards to help ensure projects are installation-ready and capable of passing local Authority Having Jurisdiction (AHJ) inspections.
• Familiarity with local permitting processes, code compliance, and coordination with contractors to address inspection findings and corrective actions.
• Excellent organizational, analytical, written, and verbal communication skills with the ability to prepare technical documentation and collaborate with diverse stakeholders.
• Valid California Driver License with the ability to travel throughout the program service territory.

Preferred Qualifications

• BPI Building Analyst Professional or BPI Energy Auditor certification.
• California HERS Rater or RESNET HERS Rater certification.
• OSHA 30-Hour Construction Safety certification.
• Hands-on experience performing blower door testing, duct leakage testing, combustion safety testing, ventilation verification, and other residential diagnostic field assessments.
• Knowledge of California low-income energy efficiency and building decarbonization programs funded by the CEC, CPUC, DOE, or California utilities.
• Experience installing, inspecting, or overseeing heat pump HVAC systems, heat pump water heaters (HPWH), weatherization measures, electrical service upgrades, or other residential electrification technologies.
• Experience supporting permit preparation, resolving inspection deficiencies, and verifying compliance with local building departments and Authority Having Jurisdiction (AHJ) requirements.
• Proficiency with SnuggPro, ORCA, Salesforce, Microsoft 365, SharePoint, and other energy auditing, reporting, or project management software.

Key Responsibilities:
Quality Assurance & Quality Control

• Perform QA/QC reviews of Home Assessments, SOWs, MPRs, and supporting technical documentation.
• Verify the accuracy, completeness, and compliance of assessment reports, diagnostic testing, photographs, measurements, and program documentation with program requirements, applicable codes, and industry standards.
• Conduct desktop reviews and field inspections to ensure projects meet quality expectations and are installation-ready, code-compliant, and prepared for local permitting and Authority Having Jurisdiction inspections.
• Identify quality trends, document findings, recommend corrective actions, and support continuous process improvement initiatives​

Field Oversight

• Conduct field observations of Field Energy Auditors and installation contractors to ensure consistent implementation of approved program standards and best practices.
• Perform installation inspections to verify workmanship, approved measures, code compliance, and overall project quality.
• Validate blower door testing, duct leakage testing, combustion safety, ventilation requirements, electrical readiness, and other diagnostic testing.
• Verify that installations comply with applicable health and safety requirements, California Title 24 Energy Code, California Building Code, National Electrical Code, manufacturer installation requirements, and local jurisdictional requirements.
• Collaborate with contractors to identify and resolve deficiencies that could impact permit approval or final inspections.

Technical Review

• Review SnuggPro energy models, electrical load calculations, e-Switch bill impact analyses, and other technical documentation for accuracy and compliance.
• Verify measure eligibility, Qualified Products List, compliance, and consistency with approved Scopes of Work and program requirements.
• Evaluate projects for permit readiness by confirming technical documentation supports applicable building, mechanical, and electrical code requirements.
• Provide technical recommendations to support high-quality, code-compliant project implementation and successful inspection outcomes.

Contractor & Auditor Support

• Provide technical guidance, mentoring, and quality assurance support to Field Energy Auditors, contractors, and implementation partners.
• Assist contractors in interpreting program requirements, permitting expectations, inspection findings, and applicable building and energy codes.
• Support corrective action planning, technical troubleshooting, and resolution of quality or code compliance issues.
• Assist with the development of standard operating procedures (SOPs), technical guidance documents, inspection protocols, and staff training materials.

Reporting & Documentation

• Prepare QA/QC reports, field inspection summaries, technical findings, and corrective action documentation.
• Track quality metrics, inspection outcomes, permit-related issues, and corrective actions to support continuous program improvement.
• Maintain documentation supporting compliance with CEC, utility, and local jurisdiction requirements.
• Contribute to monthly reporting, program performance metrics, and other compliance activities required by program management and funding agencies.

Education & Certifications:

• Bachelor’s degree in building science, Construction Management, Engineering, Energy Management, Environmental Studies, Architecture, or a related field preferred.
• Equivalent combinations of education, technical training, industry certifications, and relevant professional experience may be considered.

Desired Certifications

• BPI Building Analyst Professional or BPI Energy Auditor certification, or the ability to obtain certification within 12 months of hire.
• OSHA 30-Hour Construction Safety Certification, or the ability to obtain within 12 months of hire.

Preferred Certifications

• California HERS Rater or RESNET HERS Rater certification.
• EPA Section 608 Technician Certification.
• Certified Energy Manager (CEM).
• ICC Residential Inspector or related ICC certification.
• Additional BPI certifications, including Healthy Home Evaluator, Building Science Principles, or Envelope Professional.

Highly Desired Technical Experience - with one or more of the following is highly desirable:

• Blower door, duct leakage, combustion safety, and ventilation diagnostics.
• Residential HVAC and Heat Pump Water Heater (HPWH) installations and quality inspections.
• California Title 24 Energy Code, BPI Standards, ASHRAE 62.2, and residential building science.
• California low-income energy efficiency and building decarbonization programs, including CEC-, CPUC-, DOE-, and utility-funded initiatives.
• SnuggPro, ORCA, e-Switch, Salesforce, Microsoft 365, SharePoint, and other energy auditing, QA/QC, or project management software.

Additional Skills (Language, Computer, etc.):

• Ability to read and interpret technical procedures and statewide installation standards.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).
• Bilingual (Spanish/Cantonese) candidates preferred.

Work Environment:

• Reliable transportation required.
• Field-based role with extensive driving for QA appointments, exposure to outdoor weather conditions, moderate noise levels, and conducting in-home assessments.
• Occasional office meetings required.
• Ability to stand, walk, use hands, reach, sit, balance, stoop, kneel, crouch, and occasionally lift to 50 pounds.

Compensation & Benefits:
The Ortiz Group offers a competitive salary (commensurate with experience), paid holidays, flexible time off, sick
leave, comprehensive medical, dental, vision, long/short-term disability, and life insurance. Employees can
participate in a 401(k) plan. Opportunities for professional development and training are also available.

Application Process:
To apply, please submit your resume and cover letter to The Ortiz Group at hr@ortiz-group.com with the subject
line: QA/QC Field Manager Specialist – [Your Name].