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P.O. Box 5442
Berkeley, CA 94705

Phone: (707) 494-6648
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Shapell Homes – CSA Financial Audit & Peer Review

Brion Economics and Mark Walsh were engaged to prepare a detailed audit of the Community Service Area and the City of San Ramon’s annual budgets for Dougherty Valley, an 11,000-unit master planned community. The audit attempted to explain why City budgets show fiscal shortfalls for the project, while published documents show the City spending no more on the project than they receive from it. This work is ongoing.

Years earlier, we had helped the master developers negotiate a reimbursement between Contra Costa County, the CSA, the City, and the developers. The project’s complex financial arrangement resulted from a lawsuit settlement.

"Incredibly insightful, extraordinarily competent" “Joanne Brion and her colleagues have contributed mightily to untangling several Gordian knots on urban economics, including structuring of fees and exactions, housing strategies, computation, and assessment of project public benefits. They have been a delight – incredibly insightful, extraordinarily competent, and no runaway egos. Finally, they are very cost-effective.” ~ Tim Tosta, Land Use Lawyer

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