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P.O. Box 8842
South Lake Tahoe, CA 96150

Phone: (707) 494-6649
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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.

"Anticipate more than meeting our objectives" “The new information from surveys Joanne’s team conducted will be the basis for a project implementation phase. Our partner agencies are already using the data to raise awareness of the child care facilities crisis. We anticipate more than meeting our objectives, and appreciate Joanne’s commitment and vision for this work.” ~ Kristen Anderson, Child Care Coord., Redwood City

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