Staff Review Draft Agenda Package 2-Sep-25Tuesday, September 2, 2025
6:00 PM
Union County, NC
Union County Government Center
500 North Main Street
Monroe, North Carolina
Meeting Agenda
Board Room, First Floor
Board of Commissioners
Chair Melissa Merrell
Vice Chair Brian Helms
Commissioner Clancy Baucom
Commissioner Christina Helms
Commissioner Gary Sides
Visitor Advisory
Due to construction on the first floor of the UC Government Center, the primary
entrance off Main Street Plaza is closed. Throughout construction, visitors
should follow signage to enter or exit the facility. For meetings of the Board of
County Commissioners, two temporary entrances will be available. Meeting
attendees may enter via Main Street Plaza (near the intersection of W. Crowell St.
and N. Stewart St.) or via the ground floor of the Government Center (off N. Church
St.). To learn more about the project or view a project map,
visit ucgov.info/PardonOurProgress.
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Board of Commissioners Meeting Agenda September 2, 2025
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Commissioner Clancy Baucom
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Public Hearing - FFY23, 24 & 25 5307 Urbanized Area Formula
Funding Application
25-535
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the
application for funding through the 5307 Urbanized Area Formula
Funding Grant.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The 5307 Urbanized Area Formula Funding program makes federal
resources available to urbanized areas for transit capital and operating
assistance in urbanized areas and for transportation-related planning.
Eligible 5307 activities include planning, engineering, design, and
evaluation of transit projects and other technical transportation-related
studies; capital investments in bus and bus-related activities such as
replacement, overhaul, and rebuilding of buses, crime prevention and
security equipment and construction of maintenance and passenger
facilities; and capital investments in new and existing fixed guideway
systems including rolling stock, overhaul and rebuilding of vehicles, track,
signals, communications, and computer hardware and software. All
preventive maintenance and some Americans with Disabilities Act
complementary paratransit service costs are considered capital costs.
Operating assistance is only an eligible expense for urbanized areas with
populations less than 200,000.
5307 funds allocated to the Charlotte urbanized area are distributed using
a formula that considers population, bus fleet, and transit service
provided in its urbanized area outside of Charlotte, which includes the
remainder of Mecklenburg County, Iredell County, York County, and
Union County.
Based on the current distribution formula created by the Charlotte Area
Transit System (CATS) and approved by the Charlotte Regional Transit
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Board of Commissioners Meeting Agenda September 2, 2025
Planning Organization (CRTPO), Union County will receive up to:
·$2,041,740 in Federal 5307 funds from FFY23.
·$2,353,090 in Federal 5307 funds from FFY24.
·$2,402,267 in Federal 5307 funds from FFY25.
This funding will be used for both operating expenses, which require a
50% local match, and capital expenses, which require a 20% local match.
The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2023,
(FFY) 2024, and (FFY) 2025 Federal Transportation Administration (FTA)
funds to Union County. Funds awarded during a given fiscal year are
initially allocated for a one-year period of performance, but this may be
extended if necessary to enable them to be drawn down over a five-year
period after the start of the federal fiscal year of the award. Thus, funds
awarded for the:
·FFY23 5307 applications can be drawn down through June 30,
2028.
·FFY24 5307 applications can be drawn down through June 30,
2029.
·FFY25 5307 applications can be drawn down through June 30,
2030.
In Union County, 5307 operational-related services are currently provided
using demand response, subscription, and contracted fixed-route service.
These services are rendered by Union County Transportation, or its
subcontractors, and CATS. Union County’s Transportation and Planning
staff have developed a list of activities for these funds, which include
paying 50 percent of the cost of the existing Union County 74X Express
bus service and provision of demand-response service in the urbanized
portions of the County. The funding allocated for capital-related items will
be utilized for the purchase of security-related items as required by the
1% security minimum requirement, safety-related items as required by the
0.75% safety minimum, and for facility renovations
FINANCIAL IMPACT:
None.
Public Hearing - FY2027 Combined Capital Transportation Grant
Application
25-537
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the
application for funding through the FY2027 Combined Capital Grant
program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The annual Combined Capital program grant is intended to provide
financial assistance for the support of public transportation services,
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Board of Commissioners Meeting Agenda September 2, 2025
which are open to the general public on a regular and continuing basis.
Combined Capital funding will provide reimbursement for replacement
vehicles that have met NCDOT's useful life of 100,000 miles for
conversion and lift vans, minivans, and Light Transit Vehicles.
Additionally, it will reimburse other capital needs, such as lettering of
vehicles (NCDOT required), radio equipment, etc.
The Combined Capital application utilizes funds from the 5311, 5307,
5339 federal programs, which allows Community Transportation (CT)
systems, like Union County Transportation, the opportunity to apply for
funding for capital projects on a single application, and provides NCDOT
Integrated Mobility Division (IMD) the flexibility to fund the approved
projects with the type of funds which best suit the projects and manage
the funds in the most efficient and effective manner. The Combined
Capital application will be reviewed by our NCDOT Mobility Specialist,
who will then provide a recommendation to the NC Board of
Transportation, which is responsible for determining the final award
amounts.
The federal share for eligible capital costs may not exceed 80% of the
project's net cost. The State and local share of eligible capital costs is 10
percent each; however, State funding is subject to State appropriations
and availability of funds. Historically, State funds have been made
available, but starting in FY2021, NCDOT has directed local governments
to be prepared to cover the full 20 percent share, with the assumption
that State funds may not be available.
The County's Combined Capital funding request for FY2027 will cover the
replacement of three (3) 22’ LTV vehicles with wheelchair lifts for a total
request of $427,701, which includes 80 % Federal funding ($342,160)
and County funds of a maximum 20% ($85,541). If State funding is
awarded at the expected 10% ($42,770), then the local share would be
reduced to 10% ($42,771).
The FY2027 grant application for Combined Capital funds is due October
4, 2025, and will cover a one-year period of performance from July 1,
2026, to June 30, 2027. Vehicles funded by this grant and authorized in
the FY2027 budget will be purchased utilizing a North Carolina State
contract. If vehicles cannot be purchased utilizing a North Carolina state
contract, they will be purchased pursuant to applicable law and policy.
FINANCIAL IMPACT:
None.
Public Hearing - FY2027 5311 Administrative (Non-Urbanized Area
Formula Program) Transportation Grant Application
25-538
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the
application for funding through the FY2027 5311 Administrative Grant.
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Board of Commissioners Meeting Agenda September 2, 2025
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The annual 5311 Administrative (Non-Urbanized Area Formula Program)
is intended to provide financial assistance for the support of public
transportation services which are open to the general public on a regular
and continuing basis, and to enable maximum feasible coordination with
other rural transportation services. 5311 funds can be used for the costs
of transit planning activities, transit operations, and the purchase of
capital equipment or facilities to aid in the provision of transit services in
rural and small urban areas, as well as provide funds for state-level
administration.
Union County Transportation's 5311 application is submitted only for
Administrative expenses and includes no operational components. This
5311 Administrative application will be reviewed by our NCDOT Mobility
Specialist, who will then provide a recommendation to the NC Board of
Transportation, which is responsible for determining the final award
amounts. The federal share for eligible 5311 administration costs may not
exceed 80% of the project's net cost. The State share is 5 percent, and
the local share is 15 percent of eligible costs. However, State funding is
subject to State appropriations and availability of funds. Historically, State
funds have been made available, but starting in FY2021, NCDOT has
directed local governments to be prepared to cover the full 20 percent
share, with the assumption that State funds may not be available. The
County's 5311 Administrative funding level for FY2027 will be $276,529,
which includes 80% Federal funding ($221,223), and County funds of a
maximum 20% ($55,306). If State funding is awarded at the expected 5%
($13,826), then the local share would be reduced to 15% ($41,480).
The FY2027 grant application for 5311 Administrative funds is due
October 4, 2025. It will cover a one-year performance period from July 1,
2026, to June 30, 2027.
FINANCIAL IMPACT:
None.
Staff Recognition
Recognize Lifesaver Award Recipient25-527
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Recognize Assistant Fire Marshal Chad Baucom for heroic actions while
vacationing with his family.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
While at the beach with his family on Wednesday, June 18, 2025,
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Board of Commissioners Meeting Agenda September 2, 2025
Assistant Fire Marshal Chad Baucom heard a cry for help coming from
the ocean. Without hesitation, he and a bystander acted quickly to run
into the water, place an unconscious man on a boogie board and bring
him to shore. When they got to shore, local police had arrived, and they
began administering chest compressions. Baucom then applied an
automated external defibrillator (AED) to the man's chest and took over
chest compressions. When local firefighters and paramedics arrived,
Baucom continued to assist and helped load the patient into an
ambulance to be taken to a nearby hospital.
County Management presented Baucom with the Lifesaver Award on
Aug. 1.
FINANCIAL IMPACT:
None.
Consent Agenda
Purchase - Law Enforcement Vehicles25-536
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Business Manager,
704-283-3578
ACTION REQUESTED:
Authorize the County Manager to 1) execute an agreement with Capital
Chevrolet substantially consistent with this agenda item, 2) exercise any
renewal or extension term options set forth in the Agreement, and 3)
terminate the Agreement if deemed in the best interest of the County,
each in the County Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
·(2) Chevrolet Silverado 1500 WT 4WD Crew Cab PPV 9C1 4dr
CK10543. (28) 2025 Chevrolet Tahoe 4 Dr 1500 PPV 4WD 9C1
CK10706
N.C.G.S 143-129(e)(9) allow local governments to make purchases
through a competitively bid North Carolina Statewide Term Contract or a
Group Purchasing Program. The purchase of the (2) Chevrolet Silverado
1500 WT 4WD Crew Cab PPV 9C1 4dr CK10543. (28) 2025 Chevrolet
Tahoe 4 Dr 1500 PPV 4WD 9C1 CK10706 will be made using North
Carolina Statewide Contract 2510A as quoted by Capital Chevrolet. The
Procurement Department has vetted this contract and purchase amount.
FINANCIAL IMPACT:
The anticipated cost for the Vehicles is $1,605,776.20 and is budgeted
accordingly for FY2026.
Amendment to Amendment 1 to Water and Wastewater Agreement
with the City of Monroe
25-540
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Board of Commissioners Meeting Agenda September 2, 2025
INFORMATION CONTACT:
Amy McCaskill, Union County Water - Utility Business Services, Director,
704-283-3508
ACTION REQUESTED:
Authorize County Manager to approve Amendment to Amendment 1 to
the Water and Wastewater Agreement with the City of Monroe.
PRIOR BOARD ACTIONS:
June 17, 2019, Regular Meeting, Agenda Item #30 - Approved
Amendment #1 to the Interlocal Agreement.
BACKGROUND:
Union County and the City of Monroe entered into an agreement in 2005
for the provision of water supply and wastewater treatment services
between the parties. Per the agreement, each party is responsible for its
proportional share of capital improvements at the respective facilities. In
2019, the interlocal agreement was updated. The 2019 amendment
updated Exhibits 3, 4 & 5 to reflect the City's anticipated improvements at
its WWTP facility with an estimated cost of $5,305,370 and the County's
improvements at the Catawba River Water Treatment Plant (CRWTP)
with an estimated cost of $68,541,270. The County's proportional share
of Monroe's WWTP improvements is approximately $1,351,808, while the
City's proportional share of the County's improvements at the CRWTP is
approximately $3,790,332. Exhibit 6 was also updated to reflect a
previous amount owed to the County by the City of Monroe for the
relocation of a 42" water main along SC 5. The City had already paid their
proportional share. This amendment also reflected changes in
interconnects between the Monroe and Union County Water distribution
systems.
The current amendment (called Amendment to Amendment 1) will update
Exhibits 3 to reflect the City's improvements at its WWTP facility with a
cost of $6,257,518.65. The County's proportional share of Monroe's
WWTP improvements is $1,594,465.81. UC Water was given an estimate
in 2022 by the City of Monroe for $1,500,000 for these improvements and
budgeted and encumbered this amount in FY2023. UC Water has
received the final invoice for this project of $1,594,465.81 less the 2024
billing true-up of $37,811.95 equaling a payment needed to the City of
Monroe for $1,556,653.86. In order to process this payment, the Exhibit 3
must be updated to include the project and cost information. The City of
Monroe’s Council approved this “Amendment to Amendment 1 of the
Water and Wastewater” agreement at their August 12th meeting. The
attached document has been executed by the City Manager.
FINANCIAL IMPACT:
$1,500,000 was budgeted and encumbered in FY2023. The difference of
$56,653.86 will be paid for from the FY2026 budget.
Resolution to Allow NCDOT to Investigate and Add Roads to the 25-531
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Board of Commissioners Meeting Agenda September 2, 2025
State-Maintained System Without Individual Resolutions
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt resolution
BACKGROUND:
From time to time the NCDOT is asked by developers or property owners
to investigate a road for addition to the state-maintained road network
and if the road meets standards adopted by NCDOT, to add the road to
the network for maintenance. The process generally requires the Board of
Commissioners to pass a resolution authorizing the NCDOT to carry out
this process. The process is somewhat burdensome in that staff is
required to review the request from NCDOT, prepare individual
resolutions, place the resolutions on the Board’s agenda and make sure
that the adopted resolutions are forwarded back to NCDOT. This blanket
resolution will allow NCDOT to investigate maintenance requests and add
roads to the system without the Board having to adopt individual
resolutions.
FINANCIAL IMPACT:
None
Purchase - Library Books25-433
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
1) July 17, 2023, Regular Meeting, Agenda Item #23-445 - Board
Approved
2) July 15, 2024, Regular Meeting, Agenda Item #24-474 - Board
Approved
BACKGROUND:
At the beginning of each fiscal year, the Library issues a purchase order
to its primary materials vendor, Ingram Library Services. The Library then
orders materials against this purchase order throughout the year. The
Library’s discounts have been negotiated by MaLia, a library consortium
of which Union County is a member. The approval of this purchase will
enable the Library to commence its book purchasing for the year so that
there is no significant lapse in new materials for the public.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local
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Board of Commissioners Meeting Agenda September 2, 2025
governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing Program. The
purchase of the library materials will be made using Group Purchasing
Program MaLia contract #LVA-MAT-22-007 as quoted by Ingram Library
Services. The Procurement Department has vetted this contract and
purchase amount.
FINANCIAL IMPACT:
The anticipated cost for the library materials is $309,000.00 and is
budgeted accordingly for FY2026.
2025-2026 Application for State Aid to Public Libraries25-534
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Authorize the Chair and County Manager to execute Forms F and A,
respectively, of the 2025-2026 Application for State Aid to Public
Libraries.
PRIOR BOARD ACTIONS:
1. September 5, 2023, Regular Meeting, Agenda Item #23-605, Board
Approved
2. September 3, 2024, Regular Meeting, Agenda Item #24-583, Board
Approved
BACKGROUND:
The State Library of North Carolina oversees the annual funding for the
Aid to Public Libraries. In order to receive this aid from the State Library,
public library systems must submit an Annual Application for State Aid.
The Annual Application dictates the eligibility for the aid, which is outlined
in 07 NCAC 021 .0201 of the Administrative Code. Based on the stated
eligibility requirements, we are in compliance, and therefore, are eligible
to apply for the 2025-2026 State Aid to Public Libraries. The application
deadline is September 15, 2025.
FINANCIAL IMPACT:
The exact grant amount is not known until all libraries submit their
Maintenance of Effort Declarations. Best estimate is that Union County's
FY2026 grant will be approximately $254,109 which was the amount
given last year.
Sole Source Standardization Approval and Purchase - Knox Box
eKey System
25-529
INFORMATION CONTACT:
Jon Williams, Union County Fire Marshal’s Office, Fire Marshal,
704-296-4296
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
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Board of Commissioners Meeting Agenda September 2, 2025
Agreement if deemed in the best interest of the County, each in the
County Manager’s discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Fire Marshal’s Office currently utilizes KnoxBox 3200
units as the standardized rapid entry system across the County for
emergency access. As part of a department-wide modernization effort,
the Fire Marshal’s Office is transitioning from mechanical key cylinders to
the electronic Knox eKey system, which provides secure access, audit
trail capabilities, and integration with KnoxConnect® management
software. The Knox eKey cylinders are required for this upgrade and are
only available from The Knox Company, which is the sole source
manufacturer and distributor of these proprietary components.
Using a different manufacturer’s product would require replacement of the
entire existing KnoxBox infrastructure, which would significantly increase
costs and disrupt operational consistency. Therefore, we are requesting
the Board to approve Sole Source Standardization for the Knox eKey
System, manufactured and distributed exclusively by The Knox Company.
This request is in accordance with the Union County Procurement Policy,
Section 3.8, Item (ii), a needed product is available from only one source
of supply.
FINANCIAL IMPACT:
Funding is available within the adopted FY26 Fire Marshal’s Budget to
support the purchase amount of $133,298.68.
Budget Amendment - WIC Program, Community Support and
Outreach
25-525
INFORMATION CONTACT:
Stephanie Starr, Human Services Agency - Community Support and
Outreach, Director, 704-296-4302
ACTION REQUESTED:
1) Recognize, receive, and appropriate $24,248 of additional Agreement
Addendum funding for WIC Client Services to the Community Support
and Outreach Division’s FY26 operating budget and 2) approve Budget
Amendment #5.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The Special Supplemental Nutrition Program for Women, Infants and
Children (WIC) is part of the Human Services Agency’s Community
Support and Outreach Department. WIC serves to safeguard the health
of low-to-moderate income pregnant, postpartum, and breastfeeding
women, infants, and children up to age five (5) who are at nutritional risk.
The WIC program provides nutritious foods to supplement diets, referrals
to health care, and education on healthy eating from specially trained
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Board of Commissioners Meeting Agenda September 2, 2025
WIC nutritionists.
Union County signs an Agreement Addendum (AA) with the State of NC
to provide WIC services. The AA assigns all WIC agencies an expected
average monthly participation rate (base caseload) and allocates
associated funding for services provided. Any WIC agency with an
average monthly participation above 100% of the base caseload
assignment can periodically receive funding increases, dependent on the
availability of State and Federal funds. Union County surpassed the
100% base caseload assignment, therefore WIC received $24,248 in
additional funding.
This funding will enhance the County’s ability to achieve WIC’s Special
Supplemental Nutrition Program objective to provide supplemental
nutritious foods, nutrition education, and referrals to health care for
low-income persons during critical periods of growth and development.
FINANCIAL IMPACT:
Additional funding of $24,248 is awarded at 100% with no required
County match.
Contract Renewal - Dispatch Software Support25-543
INFORMATION CONTACT:
Vicki Callicutt, Emergency Communications, Director, 704-283-3550
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
April 12, 2021, Regular Meeting, Agenda Item #8 - Approved 3-year
contract
BACKGROUND:
Emergency Communications uses Priority Dispatch software for the
processing of Emergency Medical and Emergency Fire calls commonly
known as PROQA. The software aids Telecommunicators in navigating
case entry and key questions to identify an appropriate determinate code
for dispatch. Once established, it provides the Telecommunicator
post-dispatch and pre-arrival instructions for the caller.
The Emergency Communications Department has utilized the contractual
services of Priority Dispatch Corporation for software licensing,
maintenance, and support since 2016. Priority Dispatch Corporation has
been effective and efficient in meeting our service needs, and we are
requesting to continue this service for an additional 5 years.
FINANCIAL IMPACT:
The anticipated first-year cost for this service is $39,000. Since the
contract contains a five-year term with annual cost increases of 3%, a
total of $156,716 is estimated to be spent. Funding is available in the
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Board of Commissioners Meeting Agenda September 2, 2025
adopted FY26 budget with future expenditures subject to annual BOCC
budget appropriation.
C&D Landfill Construction Bidder Selection and Contract25-545
INFORMATION CONTACT:
Vicky Watts
ACTION REQUESTED:
Award bid and enter contract
PRIOR BOARD ACTIONS:
Click or tap here to enter text.
BACKGROUND:
Awaiting Bid Tab and Procurement Authorization
FINANCIAL IMPACT:
Click or tap here to enter text.
Contract - Retail Strategies25-548
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each at the
County Manager’s discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Retail Strategies, LLC will provide professional retail recruitment services
to any of Union County's 14 municipalities who request said services.
Retail Strategies, LLC, based in Birmingham, AL, is a nationally known
retail recruitment firm who work with communities of all sizes to identify
and maximize their potential to secure retail establishments in their town
or city. The firm uses a data-driven approach to attract national retailers,
with the overarching goal of improving quality of life and growing local
economies.
FINANCIAL IMPACT:
The anticipated cost over the three-year term of the contract is $177,000.
The first year is $57,000 and the last two years are $60,000. Year 1
costs are included in the FY2026 budget and future expenses are subject
to annual BOCC budget appropriation.
Tax Bill Correction Report for July 202525-524
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator,
704-283-3624
ACTION REQUESTED:
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Board of Commissioners Meeting Agenda September 2, 2025
Approve Tax Bill Correction Reports for July 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County Commissioners is authorized to make andapprove certain changes to property tax records. Approval of such
changes may result in either a release, refund, or discovery of ad valoremtaxes. The attached report provides detailed information on all tax bills
that were modified. Included in the report for each correction is the parcelnumber or property key, owner name, reason for the change, originalvalue, original tax, corrected value, corrected tax, and refund, if
applicable.
FINANCIAL IMPACT:
July Refund amount = $4,512.65
Budget Amendment - Pension Spike25-539
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Adopt Budget Amendment # 6 providing funding in the amount of
$278,311.35 for the liability associated with significant increases of a
member’s compensation over the course of his or her career.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On July 18, 2025, Union County Sheriff’s Office received a Notice of
Contribution-Based Benefit Cap Liability (attached). The notice states that
due to the recent increases to a staff member’s compensation and the
proximity of this compensation to the member’s planned retirement, the
County owes an additional liability based on the NC Retirement System’s
formula.
Pursuant to the North Carolina General Statutes the last employer of a
member who retires on or after January 1, 2015, with an average final
compensation (AFC) of $100,000 or higher (adjusted annually for
inflation), is required to make an additional employer contribution to fund
the increased cost to RSD to pay for the member's retirement benefit if it
is determined that the benefit is in excess of the CBBC.
This letter is specific notice that a liability for $278,311.35 will be due to
RSD no later than September 5, 2025. Payment of the invoice should be
processed through the Contribution Summary Instruction (CSI) via
ORBIT. This liability amount is contingent upon timely receipt of the
employer's final salary contribution summary report for this member and
may be adjusted based on additional information that is received by the
RSD.
FINANCIAL IMPACT:
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Board of Commissioners Meeting Agenda September 2, 2025
The Personnel Contingency was created during the FY 2026 Budget
development process for unplanned expenses, such as pension spikes
and retirement payouts. With this budget amendment the UCSO budget
will not be affected by this unplanned expense.
Bid Award and Construction Contract - Detention Center Sewer
Screening Project
25-541
INFORMATION CONTACT:
Christopher J. Boyd, Facilities and Fleet Management, Director,
704-283-3868
ACTION REQUESTED:
1) Award contract to Dellinger, Inc. in the amount of $293,700.00; 2)
authorize the County Manager to negotiate and execute an agreement
substantially consistent with this agenda item, exercise and renewal or
extension term options set forth in the agreement and terminate the
agreement if deemed in the best interest of the County, each in the
County Manager’s discretion; and 3) adopt Resolution Providing Notice of
Construction of the Detention Center Sewer Screening project.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The project scope includes providing an automated sewer screen into an
existing pit on the outlet of the sanitary sewer at the Detention Center.
The sewer screen will be discharged to a dumpster, and the dumpster will
be located on a new concrete pad sized to accommodate a dumpster
pickup truck. The wastewater screening system is designed to filter and
remove objects from wastewater in order to help protect downstream
pumps and equipment from clogging and inefficiencies.
On March 07, 2025, The Procurement and Contract Management
Department partnered with the Facilities and Fleet Management
Department to issue IFB 2025-030. On April 03, 2025, one (1) bid was
received. Because less than three (3) bids were received, the bid
remained sealed and returned to the bidder. On April 10, 2025, IFB
2025-030Rebid was issued to rebid the project. On April 22, 2025, two (2)
bids for the titled project were received and processed. Both bids were
tabulated, reviewed and certified by LaBella Associates. The bids ranged
from $293,700.00 to $586,300.00. Staff recommend the project be
awarded to Dillinger, Inc. in the amount of $293,700.00.
FINANCIAL IMPACT:
The cost to execute this contract is $293,700.00. There are sufficient
finds in capital account number 40080135 Facilities Repair and
Renovation to cover this expense.
Joint Resolution and Interlocal Agreement Amendment - Execution
and Implementation of Final Documentation Related to Previously
Approved Dissolution and Liquidation of the Monroe-Union County
25-389
Page 13 of 19
14
Board of Commissioners Meeting Agenda September 2, 2025
Economic Development Commission
INFORMATION CONTACT:
Brian Matthews, County Manager’s Office, County Manager,
704-292-2597
ACTION REQUESTED:
1) Adopt the Joint Resolution of the Union County Board of
Commissioners and the Monroe City Council Dissolving the
Monroe-Union County Economic Development Commission; and 2)
Authorize the County Manager to negotiate and execute the Amendment
to Interlocal Organization and Operating Agreement, substantially
consistent with this agenda item.
PRIOR BOARD ACTIONS:
November 4, 2024, Regular Meeting, Agenda Item # 24-758 - Board
adopted the “Resolution of the Union County Board of Commissioners
Withdrawing from the Monroe-Union County Economic Development
Commission”
BACKGROUND:
Effective January 1, 2022, Union County and the City of Monroe
established the Monroe-Union County Economic Development
Commission (the “Commission”) through adoption of a joint resolution
establishing the Commission (the “Establishment Resolution”) and
entering into an interlocal agreement concerning the Commission (the
“Interlocal Agreement”), as a joint county-wide economic development
program. On November 4, 2024, the Board adopted a resolution
withdrawing from the Commission, terminating the Interlocal Agreement,
and dissolving the Commission, effective November 4, 2026 (giving two
years’ notice as required by statute, the Establishment Resolution, and
the Interlocal Agreement).
The Board and the City of Monroe have determined it is now in their
respective best interests to promote economic development activity
through each entity’s own internal economic development efforts
independent of the other, engaging in economic development project
collaboration with each other on a case-by-case basis. The action
requested gives effect to the dissolution of the Commission sooner than
November 4, 2026, through adoption of the attached joint resolution
adopted by the County and City. This resolution will allow for distribution
of all Commission property prior to July 1, 2025. Effective July 1, 2025,
the Commission will have no assets, but will remain in legal existence,
under the control of the City of Monroe, until its ultimate dissolution on
November 1, 2025, in order to allow for completion and approval of the
Commission’s required FY 2025 audit, as well as any other outstanding
obligations of the Commission.
The Establishing Resolution will be repealed and the Commission
officially dissolved effective November 1, 2025.
Page 14 of 19
15
Board of Commissioners Meeting Agenda September 2, 2025
FINANCIAL IMPACT:
County to receive certain Commission assets as set forth in the
distribution attachment.
Minutes for Approval25-544
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on the Consent Agenda
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board of Commissioners for
review and approval on the September 2, 2025, consent agenda.
FINANCIAL IMPACT:
None
Information Only
Union EMS Quarterly Financial Statements - June 202525-522
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union EMS provides unaudited quarterly reports and an annual audited
financial report to the County as required by contract terms.
FINANCIAL IMPACT:
None.
Tax Refunds, Releases and Prorations Approved by Finance Officer25-532
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a
Resolution Delegating Authority for Tax Releases and Refunds of less
than $100 to Union County's Finance Officer. The resolution and NC GS
105-381(b) require such refunds to be reported to the Board regarding
actions taken on requests for releases or refunds. All such actions shall
Page 15 of 19
16
Board of Commissioners Meeting Agenda September 2, 2025
be recorded in the Board's minutes. NC GS 105-330.6 authorizes the tax
collector to direct an order for a tax refund of prorated taxes to the county
finance officer related to surrendering of registered motor vehicle plates.
The finance officer shall issue a refund to the vehicle owner. The
attached report is for July 2025 NCVTS releases and refunds less than
$100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Human Resources Reports for July 202525-546
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and
retirements for Union County Local Government for the month of July
2025.
FINANCIAL IMPACT:
None.
Business
Conditional Rezoning Petition CZ-2025-004 Shenandoah25-520
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning,
704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition.
TO APPROVE THE PROPOSED AMENDMENT
Motion
Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and adopt the consistency and
reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT
Motion
Deny rezoning petition 2025-CZ-004 and adopt the consistency and
reasonableness statement for denial.
Page 16 of 19
17
Board of Commissioners Meeting Agenda September 2, 2025
PRIOR BOARD ACTIONS:
August 11, 2025, Agenda item 25-471, Conduct public hearing
BACKGROUND:
This rezoning petition was submitted by TMTLA Associates, requesting a
revision of the Union County Zoning Map by rezoning one parcel totaling
48.592 acres appearing on the tax map as tax parcel 09-417-001M
located on Old Waxhaw Monroe Road from RA-40 to R-10 with
Conditions. The request is to develop a 91 unit single-family
neighborhood.
The Land Use Board unanimously recommended denial at its July 15,
2025, meeting, citing concerns over cut through traffic, density, and
opposition by Mineral Springs.
FINANCIAL IMPACT:
None
Placeholder - In-Home Care25-422
INFORMATION CONTACT:
Click or tap here to enter text.
ACTION REQUESTED:
Click or tap here to enter text.
PRIOR BOARD ACTIONS:
Click or tap here to enter text.
BACKGROUND:
Click or tap here to enter text.
FINANCIAL IMPACT:
Click or tap here to enter text.
Appointments to Boards and Committees25-501
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint members to the Boards and Committees from the applications
received.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Click or tap here to enter text.
Vacancies exist on the following Boards and/or Committees
1. Home and Community Care Block Grant Advisory Committee
(HCCBG)
Appointments Needed: Two Community Representatives
·Bea Colson (applying for reappointment)
Page 17 of 19
18
Board of Commissioners Meeting Agenda September 2, 2025
·Patricia Kindley (applying for reappointment)
·Jermatic Chambers
·Kimberly Coffey
2. Juvenile Crime Prevention Council (JCPC)
Appointments Needed:
·One member of the Business Community
·One Substance Abuse Professional
·One Persons Under Age of 21
·Four Commissioner appointees
Current Members Seeking Reappointment:
·Kiala Davis (currently serving in this position of Member of
Business Community and is applying for reappointment)
·Rachel Patton (currently serving in this position of Substance
Abuse Professional and is applying for reappointment)
·Lilly Patton (currently serving in this position Persons of Under
the Age of 21 and is applying for reappointment)
Applicants for Commissioner Appointee Vacancies (4
positions available; 6 applications received)
·Teresa M. Homes (currently serving - applying for
reappointment)
·Angie Horne (currently serving - applying for reappointment)
·Kiala Davis (currently serving - applying for reappointment)
·Kristopher M. Westover (currently serving - applying for
reappointment)
·Ra’lysa Rice
·Bob Reichman
·Monica Smith will be resigning from her position as Division
Manager - Social Work with the Union County Department of
Social Services, effective July 31, 2025. Ashley Lantz is
recommending Alisa Etters to fill this position (see attached
letter)
·Ryan Caldwell resigned from his position as Chief of Police -
Monroe Designee, effective May 13, 2025. He is
recommending Sgt. Andrew Greene to fill in the position (see
attached email)
Page 18 of 19
19
Board of Commissioners Meeting Agenda September 2, 2025
FINANCIAL IMPACT:
None
County Manager's Comments
Commissioners' Comments
Adjournment
Page 19 of 19
20
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-535 Agenda Date:9/2/2025
TITLE:..title
Public Hearing - FFY23, 24 & 25 5307 Urbanized Area Formula Funding Application
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the application for funding through the
5307 Urbanized Area Formula Funding Grant.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The 5307 Urbanized Area Formula Funding program makes federal resources available to urbanized
areas for transit capital and operating assistance in urbanized areas and for transportation-related
planning. Eligible 5307 activities include planning, engineering, design, and evaluation of transit
projects and other technical transportation-related studies; capital investments in bus and bus-related
activities such as replacement, overhaul, and rebuilding of buses, crime prevention and security
equipment and construction of maintenance and passenger facilities; and capital investments in new
and existing fixed guideway systems including rolling stock, overhaul and rebuilding of vehicles,
track, signals, communications, and computer hardware and software. All preventive maintenance
and some Americans with Disabilities Act complementary paratransit service costs are considered
capital costs. Operating assistance is only an eligible expense for urbanized areas with populations
less than 200,000.
5307 funds allocated to the Charlotte urbanized area are distributed using a formula that considers
population, bus fleet, and transit service provided in its urbanized area outside of Charlotte, which
includes the remainder of Mecklenburg County, Iredell County, York County, and Union County.
Based on the current distribution formula created by the Charlotte Area Transit System (CATS) and
approved by the Charlotte Regional Transit Planning Organization (CRTPO), Union County will
receive up to:
·$2,041,740 in Federal 5307 funds from FFY23.
·$2,353,090 in Federal 5307 funds from FFY24.
·$2,402,267 in Federal 5307 funds from FFY25.
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-535 Agenda Date:9/2/2025
This funding will be used for both operating expenses, which require a 50% local match, and capital
expenses, which require a 20% local match.
The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2023, (FFY) 2024, and (FFY)
2025 Federal Transportation Administration (FTA) funds to Union County. Funds awarded during a
given fiscal year are initially allocated for a one-year period of performance, but this may be extended
if necessary to enable them to be drawn down over a five-year period after the start of the federal
fiscal year of the award. Thus, funds awarded for the:
·FFY23 5307 applications can be drawn down through June 30, 2028.
·FFY24 5307 applications can be drawn down through June 30, 2029.
·FFY25 5307 applications can be drawn down through June 30, 2030.
In Union County, 5307 operational-related services are currently provided using demand response,
subscription, and contracted fixed-route service. These services are rendered by Union County
Transportation, or its subcontractors, and CATS. Union County’s Transportation and Planning staff
have developed a list of activities for these funds, which include paying 50 percent of the cost of the
existing Union County 74X Express bus service and provision of demand-response service in the
urbanized portions of the County. The funding allocated for capital-related items will be utilized for the
purchase of security-related items as required by the 1% security minimum requirement, safety-
related items as required by the 0.75% safety minimum, and for facility renovations
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 2 of 2
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FY26 PUBLIC HEARING RECORD
Last Updated: 04/01/2024
PUBLIC HEARING RECORD
Important – A public hearing MUST be conducted whether or not requested by the Public.
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or combination
thereof.
APPLICANT: Union County
DATE: September 2, 2025
PLACE: Union County Government Center
TIME: 6:00 PM
How many BOARD MEMBERS attended the public hearing?
How many members of the PUBLIC attended the public hearing?
Public Attendance Surveys
(Attached)
(Offered at Public Hearing but none completed)
I, the undersigned, representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that a Public Hearing was held as indicated
above and
During the Public Hearing
(NO public comments)
(Public Comments were made and meeting minutes
will be submitted after board approval)
The estimated date for board approval of meeting minutes is:
Signature or Clerk to the Board
Lynn G. West Clerk to the Board
Printed Name and Title
September 2, 2025
Date
Affix Seal Here
23
FY26 VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Last Updated: 04/01/2024
VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Title VI of the Civil Rights Act of 1964 requires the North Carolina Department of
Transportation (NC DOT) to gather statistical data regarding participants and
beneficiaries of the agency’s federal-aid programs and activities. NC DOT collects
information on race, color, national origin and gender of the attendees to this public
meeting to ensure the inclusion of all segments of the population impacted by a proposed
project.
NCDOT wishes to clarify that this information gathering process is completely
voluntary and that you are not required to disclose the statistical data requested to
participate in this meeting. This form is a public document used to collect data, only.
The completed forms will be held on file at the North Carolina Department of
Transportation. For Further information regarding this process please contact the
NCDOT Title VI Program at telephone number 919.508.1808 or email at
titlevi@ncdot.gov.
After completing this form, please fold and place it inside the designated box on the
registration table.
Thank you for your cooperation.
Project Name: FY27 5311 Administration Grant, Combined
Capital Grant and 5307 Urbanized Funding Grant
Date: September 2,
2025
Meeting Location: Union County Government Center
Name (please print)
Gender:
Male Female
General ethnic identification categories (check one)
Caucasian Hispanic American American Indian/Alaskan Native
African
American
Asian/Pacific Islander Other:
________________________
Color: National Origin:
24
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-537 Agenda Date:9/2/2025
TITLE:..title
Public Hearing - FY2027 Combined Capital Transportation Grant Application
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the application for funding through the
FY2027 Combined Capital Grant program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The annual Combined Capital program grant is intended to provide financial assistance for the
support of public transportation services, which are open to the general public on a regular and
continuing basis. Combined Capital funding will provide reimbursement for replacement vehicles that
have met NCDOT's useful life of 100,000 miles for conversion and lift vans, minivans, and Light
Transit Vehicles. Additionally, it will reimburse other capital needs, such as lettering of vehicles
(NCDOT required), radio equipment, etc.
The Combined Capital application utilizes funds from the 5311, 5307, 5339 federal programs, which
allows Community Transportation (CT) systems, like Union County Transportation, the opportunity to
apply for funding for capital projects on a single application, and provides NCDOT Integrated Mobility
Division (IMD) the flexibility to fund the approved projects with the type of funds which best suit the
projects and manage the funds in the most efficient and effective manner. The Combined Capital
application will be reviewed by our NCDOT Mobility Specialist, who will then provide a
recommendation to the NC Board of Transportation, which is responsible for determining the final
award amounts.
The federal share for eligible capital costs may not exceed 80% of the project's net cost. The State
and local share of eligible capital costs is 10 percent each; however, State funding is subject to State
appropriations and availability of funds. Historically, State funds have been made available, but
starting in FY2021, NCDOT has directed local governments to be prepared to cover the full 20
percent share, with the assumption that State funds may not be available.
The County's Combined Capital funding request for FY2027 will cover the replacement of three (3)
22’ LTV vehicles with wheelchair lifts for a total request of $427,701, which includes 80 % Federal
funding ($342,160) and County funds of a maximum 20% ($85,541). If State funding is awarded at
the expected 10% ($42,770), then the local share would be reduced to 10% ($42,771).
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-537 Agenda Date:9/2/2025
The FY2027 grant application for Combined Capital funds is due October 4, 2025, and will cover a
one-year period of performance from July 1, 2026, to June 30, 2027. Vehicles funded by this grant
and authorized in the FY2027 budget will be purchased utilizing a North Carolina State contract. If
vehicles cannot be purchased utilizing a North Carolina state contract, they will be purchased
pursuant to applicable law and policy.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 2 of 2
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FY26 PUBLIC HEARING RECORD
Last Updated: 04/01/2024
PUBLIC HEARING RECORD
Important – A public hearing MUST be conducted whether or not requested by the Public.
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or combination
thereof.
APPLICANT: Union County
DATE: September 2, 2025
PLACE: Union County Government Center
TIME: 6:00 PM
How many BOARD MEMBERS attended the public hearing?
How many members of the PUBLIC attended the public hearing?
Public Attendance Surveys
(Attached)
(Offered at Public Hearing but none completed)
I, the undersigned, representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that a Public Hearing was held as indicated
above and
During the Public Hearing
(NO public comments)
(Public Comments were made and meeting minutes
will be submitted after board approval)
The estimated date for board approval of meeting minutes is:
Signature or Clerk to the Board
Lynn G. West Clerk to the Board
Printed Name and Title
September 2, 2025
Date
Affix Seal Here
27
FY26 VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Last Updated: 04/01/2024
VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Title VI of the Civil Rights Act of 1964 requires the North Carolina Department of
Transportation (NC DOT) to gather statistical data regarding participants and
beneficiaries of the agency’s federal-aid programs and activities. NC DOT collects
information on race, color, national origin and gender of the attendees to this public
meeting to ensure the inclusion of all segments of the population impacted by a proposed
project.
NCDOT wishes to clarify that this information gathering process is completely
voluntary and that you are not required to disclose the statistical data requested to
participate in this meeting. This form is a public document used to collect data, only.
The completed forms will be held on file at the North Carolina Department of
Transportation. For Further information regarding this process please contact the
NCDOT Title VI Program at telephone number 919.508.1808 or email at
titlevi@ncdot.gov.
After completing this form, please fold and place it inside the designated box on the
registration table.
Thank you for your cooperation.
Project Name: FY27 5311 Administration Grant, Combined
Capital Grant and 5307 Urbanized Funding Grant
Date: September 2,
2025
Meeting Location: Union County Government Center
Name (please print)
Gender:
Male Female
General ethnic identification categories (check one)
Caucasian Hispanic American American Indian/Alaskan Native
African
American
Asian/Pacific Islander Other:
________________________
Color: National Origin:
28
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-538 Agenda Date:9/2/2025
TITLE:..title
Public Hearing - FY2027 5311 Administrative (Non-Urbanized Area Formula Program) Transportation
Grant Application
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
Conduct a public hearing to accept public comments regarding the application for funding through the
FY2027 5311 Administrative Grant.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide
financial assistance for the support of public transportation services which are open to the general
public on a regular and continuing basis, and to enable maximum feasible coordination with other
rural transportation services. 5311 funds can be used for the costs of transit planning activities, transit
operations, and the purchase of capital equipment or facilities to aid in the provision of transit
services in rural and small urban areas, as well as provide funds for state-level administration.
Union County Transportation's 5311 application is submitted only for Administrative expenses and
includes no operational components. This 5311 Administrative application will be reviewed by our
NCDOT Mobility Specialist, who will then provide a recommendation to the NC Board of
Transportation, which is responsible for determining the final award amounts. The federal share for
eligible 5311 administration costs may not exceed 80% of the project's net cost. The State share is 5
percent, and the local share is 15 percent of eligible costs. However, State funding is subject to State
appropriations and availability of funds. Historically, State funds have been made available, but
starting in FY2021, NCDOT has directed local governments to be prepared to cover the full 20
percent share, with the assumption that State funds may not be available. The County's 5311
Administrative funding level for FY2027 will be $276,529, which includes 80% Federal funding
($221,223), and County funds of a maximum 20% ($55,306). If State funding is awarded at the
expected 5% ($13,826), then the local share would be reduced to 15% ($41,480).
The FY2027 grant application for 5311 Administrative funds is due October 4, 2025. It will cover a
one-year performance period from July 1, 2026, to June 30, 2027.
FINANCIAL IMPACT:
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-538 Agenda Date:9/2/2025
None.
Union County, NC Printed on 8/19/2025Page 2 of 2
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FY26 PUBLIC HEARING RECORD
Last Updated: 04/01/2024
PUBLIC HEARING RECORD
Important – A public hearing MUST be conducted whether or not requested by the Public.
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or combination
thereof.
APPLICANT: Union County
DATE: September 2, 2025
PLACE: Union County Government Center
TIME: 6:00 PM
How many BOARD MEMBERS attended the public hearing?
How many members of the PUBLIC attended the public hearing?
Public Attendance Surveys
(Attached)
(Offered at Public Hearing but none completed)
I, the undersigned, representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that a Public Hearing was held as indicated
above and
During the Public Hearing
(NO public comments)
(Public Comments were made and meeting minutes
will be submitted after board approval)
The estimated date for board approval of meeting minutes is:
Signature or Clerk to the Board
Lynn G. West Clerk to the Board
Printed Name and Title
September 2, 2025
Date
Affix Seal Here
31
FY26 VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Last Updated: 04/01/2024
VOLUNTARY TITLE VI PUBLIC INVOLVEMENT
Title VI of the Civil Rights Act of 1964 requires the North Carolina Department of
Transportation (NC DOT) to gather statistical data regarding participants and
beneficiaries of the agency’s federal-aid programs and activities. NC DOT collects
information on race, color, national origin and gender of the attendees to this public
meeting to ensure the inclusion of all segments of the population impacted by a proposed
project.
NCDOT wishes to clarify that this information gathering process is completely
voluntary and that you are not required to disclose the statistical data requested to
participate in this meeting. This form is a public document used to collect data, only.
The completed forms will be held on file at the North Carolina Department of
Transportation. For Further information regarding this process please contact the
NCDOT Title VI Program at telephone number 919.508.1808 or email at
titlevi@ncdot.gov.
After completing this form, please fold and place it inside the designated box on the
registration table.
Thank you for your cooperation.
Project Name: FY27 5311 Administration Grant, Combined
Capital Grant and 5307 Urbanized Funding Grant
Date: September 2,
2025
Meeting Location: Union County Government Center
Name (please print)
Gender:
Male Female
General ethnic identification categories (check one)
Caucasian Hispanic American American Indian/Alaskan Native
African
American
Asian/Pacific Islander Other:
________________________
Color: National Origin:
32
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-527 Agenda Date:9/2/2025
TITLE:..title
Recognize Lifesaver Award Recipient
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Recognize Assistant Fire Marshal Chad Baucom for heroic actions while vacationing with his family.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
While at the beach with his family on Wednesday, June 18, 2025, Assistant Fire Marshal Chad
Baucom heard a cry for help coming from the ocean. Without hesitation, he and a bystander acted
quickly to run into the water, place an unconscious man on a boogie board and bring him to shore.
When they got to shore, local police had arrived, and they began administering chest compressions.
Baucom then applied an automated external defibrillator (AED) to the man's chest and took over
chest compressions. When local firefighters and paramedics arrived, Baucom continued to assist and
helped load the patient into an ambulance to be taken to a nearby hospital.
County Management presented Baucom with the Lifesaver Award on Aug. 1.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-536 Agenda Date:9/2/2025
TITLE:..title
Purchase - Law Enforcement Vehicles
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Business Manager, 704-283-3578
ACTION REQUESTED:
Authorize the County Manager to 1) execute an agreement with Capital Chevrolet substantially
consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the
Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
·(2) Chevrolet Silverado 1500 WT 4WD Crew Cab PPV 9C1 4dr CK10543. (28) 2025 Chevrolet
Tahoe 4 Dr 1500 PPV 4WD 9C1 CK10706
N.C.G.S 143-129(e)(9) allow local governments to make purchases through a competitively bid North
Carolina Statewide Term Contract or a Group Purchasing Program. The purchase of the (2)
Chevrolet Silverado 1500 WT 4WD Crew Cab PPV 9C1 4dr CK10543. (28) 2025 Chevrolet Tahoe 4
Dr 1500 PPV 4WD 9C1 CK10706 will be made using North Carolina Statewide Contract 2510A as
quoted by Capital Chevrolet. The Procurement Department has vetted this contract and purchase
amount.
FINANCIAL IMPACT:
The anticipated cost for the Vehicles is $1,605,776.20 and is budgeted accordingly for FY2026.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Government Sales Division
From Rod Mitchell Government Account Manager
Phone/Fax Office 919-573-8530
E-Mail rmitchell@capitalchevroletnc.com
July 3 2025
NC State Contract 2510A
2025 Chevrolet Silverado 1500 WT 4WD Crew Cab PPV 9C1 4dr CK10543 47,558.00$
MSRP Less 6% Discount
9G8 Delete Daytime running light 50.00$ 47.00$
AMF 4 additional remotes not programmed 75.00$ 70.50$
6J3 WIRING FOR GRILLE LAMPS & SPEAKERS 207.00$ 194.58$
6J4 WIRING FOR HORN & SIREN CIRCUIT 105.00$ 98.70$
A2X 10 Way Power seats 290.00$ 272.60$
AKO Deep tinted glass 200.00$ 188.00$
PQA Driver safety package 940.00$ 883.60$
UF2 Cargo lighting 125.00$ 117.50$
CGN Chevytec spray-on brdliner 545.00$ 512.30$
QT5 EZ lift tail gate 150.00$ 141.00$
PEB WT Fleet convenience package includes PCV package and Trailering 960.00$ 902.40$
Colors available to order: White, Black
TOTAL PRICE 50,986.18$
Grand Total for 2 101,972.36$
Remit to:
rmitchell@capitalchevroletnc.com
Capital Chevrolet of Wake Forest
9820 Capital Blvd
Wake Forest, NC 27587
35
Capital Chevrolet Inc.
Government Sales Division
From Rod Mitchell Government Account Manager
Phone/Fax Office 919-573-8530
E-Mail rmitchell@capitalchevroletnc.com
July 3 2025
NC State Contract 25100A
2025 Chevrolet Tahoe 4 Dr 1500 PPV 4WD 9C1 CK10706 51,745.50$
MSRP Less 6% Discount
6C7 Aux Red & White Dome Light driver & passenger 320.00$ 300.80$
6J3 WIRING FOR GRILLE LAMPS & SPEAKERS 92.00$ 86.48$
7X3 LEFT HAND SPOT LIGHT 800.00$ 752.00$
9G8 Daytime running lamps and automatic headlamp control delete 50.00$ 47.00$
PQA Driver safety package 825.00$ 775.50$
Colors available: White
TOTAL PRICE 53,707.28$
Grand Total for 28 1,503,803.84$
Remit to:
rmitchell@capitalchevroletnc.com
Capital Chevrolet of Wake Forest
9820 Capital Blvd
Wake Forest, NC 27587
36
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-540 Agenda Date:9/2/2025
TITLE:..title
Amendment to Amendment 1 to Water and Wastewater Agreement with the City of Monroe
INFORMATION CONTACT:
Amy McCaskill, Union County Water - Utility Business Services, Director, 704-283-3508
ACTION REQUESTED:
Authorize County Manager to approve Amendment to Amendment 1 to the Water and Wastewater
Agreement with the City of Monroe.
PRIOR BOARD ACTIONS:
June 17, 2019, Regular Meeting, Agenda Item #30 - Approved Amendment #1 to the Interlocal
Agreement.
BACKGROUND:
Union County and the City of Monroe entered into an agreement in 2005 for the provision of water
supply and wastewater treatment services between the parties. Per the agreement, each party is
responsible for its proportional share of capital improvements at the respective facilities. In 2019, the
interlocal agreement was updated. The 2019 amendment updated Exhibits 3, 4 & 5 to reflect the
City's anticipated improvements at its WWTP facility with an estimated cost of $5,305,370 and the
County's improvements at the Catawba River Water Treatment Plant (CRWTP) with an estimated
cost of $68,541,270. The County's proportional share of Monroe's WWTP improvements is
approximately $1,351,808, while the City's proportional share of the County's improvements at the
CRWTP is approximately $3,790,332. Exhibit 6 was also updated to reflect a previous amount owed
to the County by the City of Monroe for the relocation of a 42" water main along SC 5. The City had
already paid their proportional share. This amendment also reflected changes in interconnects
between the Monroe and Union County Water distribution systems.
The current amendment (called Amendment to Amendment 1) will update Exhibits 3 to reflect the
City's improvements at its WWTP facility with a cost of $6,257,518.65. The County's proportional
share of Monroe's WWTP improvements is $1,594,465.81. UC Water was given an estimate in 2022
by the City of Monroe for $1,500,000 for these improvements and budgeted and encumbered this
amount in FY2023. UC Water has received the final invoice for this project of $1,594,465.81 less the
2024 billing true-up of $37,811.95 equaling a payment needed to the City of Monroe for
$1,556,653.86. In order to process this payment, the Exhibit 3 must be updated to include the project
and cost information. The City of Monroe’s Council approved this “Amendment to Amendment 1 of
the Water and Wastewater” agreement at their August 12th meeting. The attached document has
been executed by the City Manager.
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-540 Agenda Date:9/2/2025
FINANCIAL IMPACT:
$1,500,000 was budgeted and encumbered in FY2023. The difference of $56,653.86 will be paid for
from the FY2026 budget.
Union County, NC Printed on 8/19/2025Page 2 of 2
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Exhibit 3. Monroe Allocated Wastewater Capacity to UnionSchedule of improvements for which monthly payments are madePayment TermsProject Date ItemPercent Allocated to UnionTotal CostTotal Annual Debt Service CostMonthly Fixed Charge Begin Month End Month1 1995 SOC 21.67% $0 $154,427 $2,789 5/1/1995 4/1/20152 1994 Biosolids Facility 21.67% $0 $140,644 $2,540 3/1/1994 2/1/20193 1995 Expansion 30.00% $0 $255,797 $6,395 5/1/1995 4/1/20154 2006 Interim Expansion to 10.4 MGD 50.00% $0 $903,649 $37,652 7/1/2006 6/1/2007Schedule of improvements for which single, lump sum payments are madePayment TermsProject DateItemPercent Allocated to UnionProject Cost EstimateEstimated Lump Sum Payment Begin Month End Month1 2019WWTP ImprovementsItemized Costs for Project 1Blower Replacement/upgrade25.48% $600,000 $152,880RAS pump replacements$200,000 $50,960Screen/Auger Conveyor Replacement $572,000 $145,746Screening Building Elec. Code Upgrade$428,000 $109,054Engineering$90,370 $23,0262000 kW Generator replacement $1,025,000 $261,170Chlorine Gas Scrubber $1,200,000 $305,760Influent pump 5&6 replacement $425,000 $108,290$4,540,370$1,156,8862 2020WWTP ImprovementsItemized Costs for Project 2Replace filter effluent and drain valves 25.48% $140,000 $35,672Replace Filter Blowers (2) $150,000 $38,220$290,000$73,8923 2021WWTP ImprovementsItemized Costs for Project 3Replace belt press 25.48% $350,000 $89,180Repair Influent Pumping Conduit w/ engineering $125,000 $31,850$475,000$121,0304 2025 WWTP ImprovementsEQ Basin Construction 25.48% $5,399,543 $1,375,847Engineering $738,184 $188,095Miscellaneous (DC Controls, Phillip Mungo, Endress & Hauser, Carolina CAT, NCDEQ)$119,792 $30,524$6,257,519$1,594,466Notes:1, 2, 3 Projects 1, 2, & 3 represent Work-in-Progress; schedule to be adjusted based on final project costs reflected on Monroe's financial statements4 Project 4 represents final cost of completed project.
41
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-531 Agenda Date:9/2/2025
TITLE:..title
Resolution to Allow NCDOT to Investigate and Add Roads to the State-Maintained System WithoutIndividual Resolutions
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt resolution
BACKGROUND:
From time to time the NCDOT is asked by developers or property owners to investigate a road for
addition to the state-maintained road network and if the road meets standards adopted by NCDOT, to
add the road to the network for maintenance. The process generally requires the Board of
Commissioners to pass a resolution authorizing the NCDOT to carry out this process. The process is
somewhat burdensome in that staff is required to review the request from NCDOT, prepare individual
resolutions, place the resolutions on the Board’s agenda and make sure that the adopted resolutions
are forwarded back to NCDOT. This blanket resolution will allow NCDOT to investigate maintenance
requests and add roads to the system without the Board having to adopt individual resolutions.
FINANCIAL IMPACT:
None
Union County, NC Printed on 8/19/2025Page 1 of 1
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STATE OF NORTH CAROLINA
COUNTY OF UNION
RESOLUTION
NORTH CAROLINA STATE DEPARTMENT OF TRANSPORTATION
REQUEST FOR ADDITION TO STATE MAINTAINED
SECONDARY ROAD SYSTEM
WHEREAS, petitions are being filed with the Board of County
Commissioners of the County of Union for additions of roads to the North
Carolina Department of Transportation's State Maintained Secondary Road
System; and
WHEREAS, the Union County Board of Commissioners is of the opinion
that the County of Union does not investigate these petitioned roads for addition;
and
WHEREAS, the Union County Board of Commissioners relies on the
North Carolina State Department of Transportation to investigate these
petitioned roads and to determine if the roads meet the established standards and
criteria for addition to the State Maintained Road System.
NOW, THEREFORE, BE IT RESOLVED, by the Union County Board
of Commissioners that the Division of Highways is hereby requested to process
all road additions without the further approval of the Union County Board of
Commissioners.
ADOPTED this 2nd day of September, 2025
ATTEST:
___________________________ ________________________
Lynn G. West, Clerk to the Board Melissa Merrill, Chair
Union County Board of Commissioners
43
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-433 Agenda Date:9/2/2025
TITLE:..title
Purchase - Library Books
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
1) July 17, 2023, Regular Meeting, Agenda Item #23-445 - Board Approved
2) July 15, 2024, Regular Meeting, Agenda Item #24-474 - Board Approved
BACKGROUND:
At the beginning of each fiscal year, the Library issues a purchase order to its primary materials
vendor, Ingram Library Services. The Library then orders materials against this purchase order
throughout the year. The Library’s discounts have been negotiated by MaLia, a library consortium of
which Union County is a member. The approval of this purchase will enable the Library to commence
its book purchasing for the year so that there is no significant lapse in new materials for the public.
N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make purchases
through a competitively bid North Carolina Statewide Term Contract or a Group Purchasing Program.
The purchase of the library materials will be made using Group Purchasing Program MaLia contract
#LVA-MAT-22-007 as quoted by Ingram Library Services. The Procurement Department has vetted
this contract and purchase amount.
FINANCIAL IMPACT:
The anticipated cost for the library materials is $309,000.00 and is budgeted accordingly for FY2026.
Union County, NC Printed on 8/19/2025Page 1 of 1
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45
46
From: Nina Chaffin <Nina.Chaffin@unioncountync.gov>
Sent: Friday, June 20, 2025 11:36 AM
To: Tracy Tripodi <Tracy.Tripodi@unioncountync.gov>; Matthew Killough
<Matthew.Killough@unioncountync.gov>
Cc: Lindsey Shuford <Lindsey.Shuford@unioncountync.gov>
Subject: Materials POs for FY26
Here are the PO amounts we need entered for the new FY.
1. Ingram TOTAL: $309,000
$275,000 for books out of 5233
$34,500 supplies out of 5260
2. OverDrive TOTAL: $134,000
$118,000 for eBooks and eAudiobooks out of 5232
$16,000 for eMagazines and Platform Fee out of 5234
3. Midwest Tapes TOTAL: $92,000
$80,000 for Hoopla content out of 5234
$12,000 for DVDs out of 5232
4. TLC
Total invoice amount will go to 5234
Thanks!
Nina
47
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-534 Agenda Date:9/2/2025
TITLE:..title
2025-2026 Application for State Aid to Public Libraries
INFORMATION CONTACT:
Nina Chaffin, Library, Director, 704-283-3561
ACTION REQUESTED:
Authorize the Chair and County Manager to execute Forms F and A, respectively, of the 2025-2026
Application for State Aid to Public Libraries.
PRIOR BOARD ACTIONS:
1. September 5, 2023, Regular Meeting, Agenda Item #23-605, Board Approved
2. September 3, 2024, Regular Meeting, Agenda Item #24-583, Board Approved
BACKGROUND:
The State Library of North Carolina oversees the annual funding for the Aid to Public Libraries. In
order to receive this aid from the State Library, public library systems must submit an Annual
Application for State Aid. The Annual Application dictates the eligibility for the aid, which is outlined in
07 NCAC 021 .0201 of the Administrative Code. Based on the stated eligibility requirements, we are
in compliance, and therefore, are eligible to apply for the 2025-2026 State Aid to Public Libraries. The
application deadline is September 15, 2025.
FINANCIAL IMPACT:
The exact grant amount is not known until all libraries submit their Maintenance of Effort
Declarations. Best estimate is that Union County's FY2026 grant will be approximately $254,109
which was the amount given last year.
Union County, NC Printed on 8/19/2025Page 1 of 1
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State Aid Deadline 9/15/2025
How Do I Sign?
If you don’t have a Digital Signature Identity set up, you can simply sign the forms by
clicking “E-Sign” on the Adobe Acrobat toolbar.
For Assistance:
Email our general administrative email at slnc.ld@dncr.nc.gov with the subject line:
State Aid.
STATE AID FORM F | FY 2025-2026
Note: A completed State Aid Application includes a copy of FORM A for all local funders, FORMS B to I, three (3) supplemental reports, and completion of the Public Library Survey.
See State Aid Submission Instructions & Checklist for detailed submission requirements.
FORM F Instructions
By signing FORM F, the appropriate official indicates that the library is applying for State Aid and that the library is in compliance with State Aid Eligibility Rules. The type of
library and its governance determines who is required to sign this form.
OR Click the signature field to set up a Digital Signature Identity to sign.
49
Compliance with State Aid Eligibility Rules | FY 2025-2026FORM F
07 NCAC 02I .0201 QUALIFICATIONS FOR GRANT ELIGIBILITY
(1) Be established pursuant to Article 14, Chapter 153A of the North Carolina General Statutes; (2) Provide library services in compliance with applicable State and federal law to all residents of the political subdivision(s) supporting the library. Public library services shall be provided from at least one designated
facility with a cataloged collection that is open to the public a minimum of 40 hours per week;(3) Employ a full-time library director having or eligible for North Carolina public librarian certification. For the
purpose of this rule, full-time means working a minimum of 35 hours per week;(4) Secure operational funds from local government sources at least equal to the average amount budgeted and
available for expenditure for the previous three years. A grant to a local library system from the Aid to Public Libraries Fund shall not be terminated but shall be reduced proportionately by the Department if the amount
budgeted and available for expenditure by local government is below the average of the previous three fiscal years. State funds shall not replace local funds budgeted and available for expenditure for public library
operations;(5) Secure aggregate operational funds from local sources which are at least equal to State aid;
(6) Expend funds as authorized in the budget adopted by the Board of Trustees of a Regional Library, a County, or a Municipality. Any library having an unencumbered operational balance of more than 17 percent of the
previous year’s operating receipts shall have the difference deducted from its State allocation;(7) Pay salaries for professional positions funded from the Aid to Public Libraries Fund at least at the minimum
rate of a salary grade of GN10, or equivalent, as established by the Office of State Human Resources;(8) Provide to the State Library of North Carolina an annual audit of the political subdivision(s) funding the
library consistent with generally accepted accounting principles;(9) Submit to the State Library of North Carolina a copy of the bylaws of the library system’s Board(s) of Trustees;
(10) Submit a current long-range plan of service to the State Library of North Carolina. For the purposes of this Rule, a “long-range plan of service” is a plan of at least five years. Upon request, the library shall submit an
assessment of a community’s library needs to the State Library of North Carolina;(11) Submit a copy of the agreement establishing the library system, if composed of more than one local
governmental unit; and(12) Meet the following when establishing a new library or re-establishing eligibility for the Aid to Public Libraries Fund: (a) meet all requirements of this Rule on July 1 of the year prior to the fiscal year that the library plans to receive State aid; (b) continue to meet all requirements of this Rule from July 1 to June 30 of that year, which shall be known as the “demonstration year”; and (c) file a complete application for State Aid by the June 30 deadline at the close of the demonstration year in order to receive State Aid in the next fiscal year.
The type of library and its governance determine the signature required on this document:
I,
certify that meets the above requirements
and hereby applies for funding from the Aid to Public Libraries fund.
County Library: Chair of County Commissioners Regional Library: Chair of Regional Board of Trustees
Municipal Library: Chair of Town/City Council Independent County Library: Chair of Board of Trustees
(Printed Name)(Title)
(Library Name)
(Authorized Official Signature - Not Library Director)(Date)
State Aid Deadline 9/15/2025
Need help with this form? Contact slnc.ld@dncr.nc.gov
50
State Aid Deadline 9/15/2025
How Do I Sign?
If you don’t have a Digital Signature Identity set up, you can simply sign the forms by
clicking “E-Sign” on the Adobe Acrobat toolbar.
For Assistance:
Email our general administrative email at slnc.ld@dncr.nc.gov with the subject line: State Aid.
FORM A Instructions
Submit one form to be signed for each funding entity.
The amount of the local government appropriation for FY2025-26 needs to be listed
along with the date the budget was adopted by the County Commissioners or City
Council. Do not include State Aid or capital outlay in these amounts. Only monetary contributions should be listed on this form.
The certification statement on this form requires the signature of the County or City
Manager, not the County or City Finance Officer or Library Director.
STATE AID FORM A | FY 2025-2026
Note: A completed State Aid Application includes a copy of FORM A for all local funders,
FORMS B to I, three (3) supplemental reports, and completion of the Public Library Survey.
See State Aid Submission Instructions & Checklist for detailed submission requirements.
OR click the signature field to set up a Digital Signature Identity to sign.
51
Local Funder Maintenance Of Effort
Report & Declaration | FY 2025-2026FORM A
will maintain its local governmental support in order to receive State Aid funds in accordance
with North Carolina Administrative Code, Chapter 7, Subchapter 2I, Section .0200.
Name of Library
The
List TOTAL county or city appropriations (excluding State Aid, E-rate, programs
federally funded such as LSTA, one time expenditures, and capital outlay) budgeted
and available for expenditure FY 2025-2026:
TOTAL ($)
Date the budget was approved by the Board of Commissioners / City Council:
Board of Commissioners / City Council Name
Name of County / City
I certify that the appropriation for FY 2025-2026 has been approved by
is supported by official records and is available for expenditure by the library.
Please return this completed form to the requesting library and not the State Library.
County / City Manager Signature Date
Submit one form for each city / county local funder. Round reported numbers to the nearest whole dollar.
State Aid Deadline 9/15/2025
Need help with this form? Contact slnc.ld@dncr.nc.gov
Enter whole numbers only. 25000 becomes $25,000
52
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-529 Agenda Date:9/2/2025
TITLE:..title
Sole Source Standardization Approval and Purchase - Knox Box eKey System
INFORMATION CONTACT:
Jon Williams, Union County Fire Marshal’s Office, Fire Marshal, 704-296-4296
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager’s discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Fire Marshal’s Office currently utilizes KnoxBox 3200 units as the standardized
rapid entry system across the County for emergency access. As part of a department-wide
modernization effort, the Fire Marshal’s Office is transitioning from mechanical key cylinders to the
electronic Knox eKey system, which provides secure access, audit trail capabilities, and integration
with KnoxConnect® management software. The Knox eKey cylinders are required for this upgrade
and are only available from The Knox Company, which is the sole source manufacturer and
distributor of these proprietary components.
Using a different manufacturer’s product would require replacement of the entire existing KnoxBox
infrastructure, which would significantly increase costs and disrupt operational consistency.
Therefore, we are requesting the Board to approve Sole Source Standardization for the Knox eKey
System, manufactured and distributed exclusively by The Knox Company. This request is in
accordance with the Union County Procurement Policy, Section 3.8, Item (ii), a needed product is
available from only one source of supply.
FINANCIAL IMPACT:
Funding is available within the adopted FY26 Fire Marshal’s Budget to support the purchase amount
of $133,298.68.
Union County, NC Printed on 8/19/2025Page 1 of 1
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54
1601 W. DEER VALLEY ROAD, PHOENIX, AZ 85027 | T. 800.552.5669 | KNOXBOX.COM
The Knox Company is the sole source vendor for Knox Keysecure products with manufacturing
and/or assembly done in our Phoenix, Arizona facility. As the provider of the patented Knox
eLock System®, Knox maintains the highest level of key and lock control devices and ensures the
manufacturing process is strictly controlled using rigorous protocols.
As the leader in the rapid access product category, the Knox brand is the preferred and trusted
rapid access provider by more than 15,000 first responder departments/agencies throughout the
U.S. and Canada; and is the product most often selected over other lock box programs based on
the company’s more than forty-five-year reputation for integrity, quality, and reliability. Products
include a complete line of eLock and mechanical lock boxes, cabinets, key switches, padlocks, the
MedVault® Narcotics Vault, locking FDC Caps, and the proprietary KnoxConnect® Management
System, used by Fire, EMS, and Law Enforcement departments/agencies.
Knox also manufactures products that electronically secure the Knox Master Key: Sentralok® and
KeySecure® Key Retention Systems, and the Knox KeyDefender that provide keypad access with full
audit trail documentation.
Obtained UL Listings, include the following:
• UL 437: Standard for Key Locks
• UL 508: Standard for Industrial Control Equipment
• UL 1037: Standard for Anti-theft Alarms and Devices
• UL 1332: Standard for Organic Coating for Steel Enclosures for Outdoor Use Electrical Equipment
• UL 1610: Standard for Central-Station Alarm Units
Included with the Knox products are many services that benefit first responders. Mechanical master
keys are provided to only authorized individuals at no charge, records of installation are compiled
on request, and complimentary materials available to property owners.
Knox products satisfy stringent rapid entry requirements. Please contact us if we can provide
additional information.
Sincerely,
Chris Rovenstine
VP, Sales and MarketingThe Knox Company
January 6, 2025
55
Knox Company
1601 W Deer Valley Rd
Phoenix AZ 85027
United States
Quote# QT-KA-67168
QT-KA-67168
1 of 0
QUOTED TO:SHIP TO:
223964
UNION CO FIRE MARSHAL'S OFC
2258 CONCORD AVE
MONROE NC 28110-8766
UNITED STATES
UNION
(704) 296-4296
UNION CO FIRE MARSHAL'S OFC
2258 CONCORD AVE
MONROE NC 28110-8766
UNITED STATES
UNION
(704) 296-4296
Valid Through Sales Rep Terms PO #Shipping Method
1/19/2026 Gordon Harris PP - Prepaid FedEx 3Day® Freight
Item Description Quantity Units Rate Amount
KLS-8800L Knox eLock Core™, ELOCK
CORE RETROFIT KIT
460 EA $262.00 $120,520.00
Installation Address:
Primary System Code Role: PS-34-0730-03-25-EKY01
Subtotal $120,520.00
Tax Amount $8,169.12
Shipping and Handling $503.95
Total $129,193.07
56
TERMS AND CONDITIONS
All pricing is subject to change and is based on the stated quantity shipping all at one time. All shipping and handling fees, if provided, are estimates
based on ground service to the “SHIP TO” address shown above. Knox will provide you a firm cost for shipping and handling fees when your order is
placed. Knox provides detailed installation instructions with each Knox product. However, Knox is not responsible for actual installation.
After your order is shipped, items on the order can be returned to Knox for a refund, or credit, of the product price less a 25% restocking fee IF: 1) a
request to return the product is received within 90 days of the order’s invoice date, 2) the product(s) are in new condition [have not been used,
installed, or modified] and 3) the order’s invoice has been paid in full. Before shipping products or equipment for return or exchange, you must obtain
a Return Authorization Number. Call 800-552-5669 for an Authorization number.
SALES TAX DISCLAIMER: Knox collects sales tax as mandated by local laws, based on an order’s delivery address, in all US and Canadian
jurisdictions. If you are sales tax exempt, please provide a valid sales tax exemption certificate at the time the order is placed or quoted. Knox will
charge sales tax if no sales tax exemption is received within 48 hours after the order is placed.
57
Knox Company
1601 W Deer Valley Rd
Phoenix AZ 85027
United States
Quote# QT-KA-67470
QT-KA-67470
1 of 0
QUOTED TO:SHIP TO:
223964
UNION CO FIRE MARSHAL'S OFC
2258 CONCORD AVE
MONROE NC 28110-8766
UNITED STATES
UNION
(704) 296-4296
UNION CO FIRE MARSHAL'S OFC
2258 CONCORD AVE
MONROE NC 28110-8766
UNITED STATES
UNION
(704) 296-4296
Valid Through Sales Rep Terms PO #Shipping Method
1/28/2026 Gordon Harris PP - Prepaid Ground Shipping < 75 LBS
Item Description Quantity Units Rate Amount
KLS-8600D KnoxDock™, 8600 KEY
PROGRAMMER &
RECHARGER W/USB CABLE
6 EA $203.00 $1,218.00
Installation Address:
Primary System Code Role: PS-34-0730-03-25-EKY01
KLS-8701K Knox eKey™, 8700
PROGRAMMABLE
ELECTRONIC KEY,
ASYMMETRIC
6 EA $432.00 $2,592.00
Installation Address:
Primary System Code Role: PS-34-0730-03-25-EKY01
Subtotal $3,810.00
Tax Amount $259.61
Shipping and Handling $36.00
Total $4,105.61
58
TERMS AND CONDITIONS
All pricing is subject to change and is based on the stated quantity shipping all at one time. All shipping and handling fees, if provided, are estimates
based on ground service to the “SHIP TO” address shown above. Knox will provide you a firm cost for shipping and handling fees when your order is
placed. Knox provides detailed installation instructions with each Knox product. However, Knox is not responsible for actual installation.
After your order is shipped, items on the order can be returned to Knox for a refund, or credit, of the product price less a 25% restocking fee IF: 1) a
request to return the product is received within 90 days of the order’s invoice date, 2) the product(s) are in new condition [have not been used,
installed, or modified] and 3) the order’s invoice has been paid in full. Before shipping products or equipment for return or exchange, you must obtain
a Return Authorization Number. Call 800-552-5669 for an Authorization number.
SALES TAX DISCLAIMER: Knox collects sales tax as mandated by local laws, based on an order’s delivery address, in all US and Canadian
jurisdictions. If you are sales tax exempt, please provide a valid sales tax exemption certificate at the time the order is placed or quoted. Knox will
charge sales tax if no sales tax exemption is received within 48 hours after the order is placed.
59
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-525 Agenda Date:9/2/2025
TITLE:..title
Budget Amendment - WIC Program, Community Support and Outreach
INFORMATION CONTACT:
Stephanie Starr, Human Services Agency - Community Support and Outreach, Director, 704-296-
4302
ACTION REQUESTED:
1) Recognize, receive, and appropriate $24,248 of additional Agreement Addendum funding for WIC
Client Services to the Community Support and Outreach Division’s FY26 operating budget and 2)
approve Budget Amendment #5.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
The Special Supplemental Nutrition Program for Women, Infants and Children (WIC) is part of the
Human Services Agency’s Community Support and Outreach Department. WIC serves to safeguard
the health of low-to-moderate income pregnant, postpartum, and breastfeeding women, infants, and
children up to age five (5) who are at nutritional risk. The WIC program provides nutritious foods to
supplement diets, referrals to health care, and education on healthy eating from specially trained WIC
nutritionists.
Union County signs an Agreement Addendum (AA) with the State of NC to provide WIC services. The
AA assigns all WIC agencies an expected average monthly participation rate (base caseload) and
allocates associated funding for services provided. Any WIC agency with an average monthly
participation above 100% of the base caseload assignment can periodically receive funding
increases, dependent on the availability of State and Federal funds. Union County surpassed the
100% base caseload assignment, therefore WIC received $24,248 in additional funding.
This funding will enhance the County’s ability to achieve WIC’s Special Supplemental Nutrition
Program objective to provide supplemental nutritious foods, nutrition education, and referrals to
health care for low-income persons during critical periods of growth and development.
FINANCIAL IMPACT:
Additional funding of $24,248 is awarded at 100% with no required County match.
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™60
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
Federal Grant 24,248
Professional Services 24,248
Explanation:The NC Department of Child and Family Well Being notifed the UC Department of Community Support and Outreach of a WIC
caseload increase in recognition of the department achieving greater than 100% of it's base caseload.
DATE 9/2/2025 APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10130531-11462-5381 Professional Services 24,248 10130531-11462-4320 Federal Grant 24,248
Total 24,248 Total 24,248
Prepared By MG
Posted By
Date Number 5
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
General Fund Stephanie Starr
FY 2026 September 2, 2025
61
8/1/25, 1:19 PM WicGridPrint
For Fiscal Year: 25/26
Activity 403 AA 133001 133001 133001 133001 133001 133001 133001 133001 Proposed New
2D15403 2D15403 2D15404 2D15404 2D15405 2D15405 2D15409 2D15409 Total !Total
20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001
Allocated Allocated Allocated Service Period 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31
Payment Period 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30
01 Alamance * 1 6,563 $148,219.00 17,502 $296,436.00 0 $95,518.00 0 $191,037.00 0 $27,847.00 0 $55,694.00 0 $27,847.00 0 $55,695.00 24,065 922,358
D1 Albemarle 0 $153,989.00 0 $307,980.00 0 $50,937.00 0 $101,873.00 0 $24,763.00 0 $49,525.00 0 $17,939.00 0 $35,877.00 0 742,883
02 Alexander * 1 902 $35,077.00 2,405 $70,153.00 0 $11,746.00 0 $23,493.00 0 $2,443.00 0 $4,885.00 0 $6,679.00 0 $13,359.00 3,307 171,142
04Anson 0 $33,184.00 0 $66,368.00 0 $9,913.00 0 $19,826.00 0 $4,957.00 0 $9,913.00 0 $1,512.00 0 $3,024.00 0 148,697
D2 Appalachian * 1 100 $51,001.00 267 $102,001.00 0 $27,987.00 0 $55,973.00 0 $7,908.00 0 $15,815.00 0 $20,274.00 0 $40,549.00 367 321,875
07 Beaufort 0 $55,191.00 0 $110,381.00 0 $29,499.00 0 $58,997.00 0 $5,709.00 0 $11,419.00 0 $4,758.00 0 $9,516.00 0 285,470
09 Bladen * 1 952 $45,008.00 2,538 $90,017.00 0 $16,333.00 0 $32,667.00 0 $5,667.00 0 $11,333.00 0 $4,000.00 0 $8,000.00 3,490 216,515
10 Brunswick * 1 5,561 $151,908.00 14,830 $303,815.00 0 $50,000.00 0 $100,000.00 0 $4,000.00 0 $8,000.00 0 $15,000.00 0 $30,000.00 20,391 683,114
11 Buncombe * 1 7,565 $203,587.00 20,174 $407,175.00 0 $58,567.00 0 $117,133.00 0 $15,419.00 0 $30,839.00 0 $15,167.00 0 $30,333.00 27,739 905,959
12 Burke 0 $100,903.00 0 $201,807.00 0 $36,467.00 0 $72,933.00 0 $7,000.00 0 $14,000.00 0 $7,600.00 0 $15,200.00 0 455,910
13 Cabarrus * 1 22,194 $115,226.00 59,185 $230,454.00 0 $95,430.00 0 $190,861.00 0 $16,497.00 0 $32,993.00 0 $18,303.00 0 $36,606.00 81,379 817,749
14Caldwell * 1 5,361 $85,721.00 14,295 $171,441.00 0 $25,484.00 0 $50,969.00 0 $10,000.00 0 $20,000.00 0 $6,216.00 0 $12,432.00 19,656 401,919
16 Carteret * 1 2,605 $48,265.00 6,947 $96,530.00 0 $29,000.00 0 $58,000.00 0 $1,333.00 0 $2,667.00 0 $4,000.00 0 $8,000.00 9,552 257,347
17 Caswell * 1 50 $18,020.00 134 $36,039.00 0 $10,093.00 0 $20,186.00 0 $2,789.00 0 $5,578.00 0 $2,632.00 0 $5,264.00 184 100,785
18 Catawba 0 $138,002.00 0 $276,004.00 0 $66,667.00 0 $133,333.00 0 $22,088.00 0 $44, 176.00 0 $18,667.00 0 $37,333.00 0 736,270
19 Chatham 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
20 Cherokee * 1 1,303 $21,518.00 3,474 $43,037.00 0 $11,426.00 0 $22,851.00 0 $3,898.00 0 $7,795.00 0 $2,136.00 0 $4,272.00 4,777 121,710
22 Clay * 1 952 $10,965.00 2,538 $21,929.00 0 $3,387.00 0 $6,773.00 0 $1,478.00 0 $2,957.00 0 $1,104.00 0 $2,208.00 3,490 54,291
23 Cleveland 0 $165,690.00 0 $331,380.00 0 $61,525.00 0 $123,049.00 0 $14,959.00 0 $29,919.00 0 $29,368.00 0 $58,736.00 0 814,626
24Columbus * 1 5,060 $43,436.00 13,494 $86,874.00 0 $32,819.00 0 $65,638.00 0 $5,792.00 0 $11,583.00 0 $14,479.00 0 $28,957 .oo 18,554 308,132
25 Craven * 1 5,060 $92,269.00 13,494 $184,540.00 0 $86,667.00 0 $173,333.00 0 $11,667.00 0 $23,333.00 0 $11,333.00 0 $22,667 .oo 18,554 624,363
26 Cumberland * 1 24,599 $523,664.00 65,598 $1,047,328.00 0 $150,975.00 0 $301,949.00 0 $41,667.00 0 $83,333.00 0 $38,568.00 0 $77,136.00 90,197 2,354,817
28 Dare * 1 2,104 $23,397.00 5,611 $46,792.00 0 $9,333.00 0 $18,667.00 0 $1,833.00 0 $3,667.00 0 $2,600.00 0 $5,200.00 7,715 119,204
29 Davidson * 1 4,910 $186,752.00 13,093 $373,506.00 0 $54,188.00 0 $108,376.00 0 $6,667.00 0 $13,333.00 0 $23,333.00 0 $46,667 .oo 18,003 830,825
30 Davie * 1 1,202 $35,916.00 3,206 $71,833.00 0 $14,000.00 0 $28,000.00 0 $3,667.00 0 $7,333.00 0 $4,667.00 0 $9,333.00 4,408 179,157
31 Duplin * 1 2,655 $71,833.00 7,081 $143,666.00 0 $66,667.00 0 $133,333.00 0 $5,000.00 0 $10,000.00 0 $6,667.00 0 $13,333.00 9,736 460,235
32 Durham 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
33 Edgecombe * 1 2,505 $56,665.00 6,680 $113,329.00 0 $17,315.00 0 $34,629.00 0 $8,657.00 0 $17,315.00 0 $3,936.00 0 $7,872.00 9,185 268,903
D7 Foothills 0 $119,395.00 0 $238,793.00 0 $58,667.00 0 $117,333.00 0 $4,000.00 0 $8,000.00 0 $9,720.00 0 $19,440.00 0 575,348
34 Forsyth 0 $390,182.00 0 $780,366.00 0 $167,568.00 0 $335,135.00 0 $66,742.00 0 $133,484.00 0 $42,929.00 0 $85,857.00 0 2,002,263
35 Franklin 0 $21,155.00 0 $42,308.00 0 $29,087.00 0 $58,174.00 0 $8,814.00 0 $17,629.00 0 $29,087.00 0 $58,174.00 0 264,428
36 Gaston * 1 4,559 $200,000.00 12,158 $400,000.00 0 $75,472.00 0 $150,944.00 0 $30,000.00 0 $60,000.00 0 $20,000.00 0 $40,000.00 16,717 993,133
38 Graham 0 $11,733.00 0 $23,466.00 0 $4,118.00 0 $8,236.00 0 $1,414.00 0 $2,827.00 0 $1,506.00 0 $3,012.00 0 56,312
D3 Gran-Vance 0 $136,806.00 0 $273,612.00 0 $44,000.00 0 $88,000.00 0 $11,333.00 0 $22,667.00 0 $11,333.00 0 $22,667.00 0 610,418
40 Greene * 1 852 $22,522.00 2,271 $45,046.00 0 $7,054.00 0 $14,108.00 0 $3,527.00 0 $7,054.00 0 $2,167.00 0 $4,333.00 3,123 108,934
41 Guilford * 1 45,090 $555,795.00 120,240 $1,111,590.00 0 $199,801.00 0 $399,602.00 0 $43,435.00 0 $86,870.00 0 $69,670.00 0 $139,339.00 165,330 2,771,432
42 Halifax * 1 3,858 $63,946.00 10,287 $127,892.00 0 $19,285.00 0 $38,570.00 0 $9,643.00 0 $19,285.00 0 $3,552.00 0 $7,104.00 14,145 303,422
43 Harnett * 1 5,862 $158,545.00 15,631 $317,090.00 0 $45,709.00 0 $91,418.00 0 $12,856.00 0 $25,713.00 0 $11,435.00 0 $22,869.00 21,493 707,128
44 Havwood 0 $54,769.00 0 $109,535.00 0 $16,807.00 0 $33,614.00 0 $8,403.00 0 $16,807.00 0 $4,056.00 0 $8,112.00 0 252,103
45 Henderson * 1 10,070 $74,381.00 26,854 $148,760.00 0 $30,000.00 0 $60,000.00 0 $9,333.00 0 $18,667.00 0 $10,000.00 0 $20,000.00 36,924 408,065
47 Hoke * 1 4,259 $91,085.00 11,356 $182,171.00 0 $26,667.00 0 $53,333.00 0 $4,000.00 0 $8,000.00 0 $10,000.00 0 $20,000.00 15,615 410,871
48 Hyde 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
49 Iredell * 1 5,461 $129,270.00 14,562 $258,540.00 0 $74,579.00 0 $149,157.00 0 $14,916.00 0 $29,831.00 0 $29,832.00 0 $59,664.00 20,023 765,812
50 Jackson 0 $25,897.00 0 $51,794.00 0 $23,319.00 0 $46,637.00 0 $3,314.00 0 $6,628.00 0 $3,048.00 0 $6,096.00 0 166,733
51 Johnston 0 $236,441.00 0 $472,880.00 0 $67,667.00 0 $135,333.00 0 $15,000.00 0 $30,000.00 0 $18,333.00 0 $36,667.00 0 1,012,321
52 Jones 0 $8,757.00 0 $17,515.00 0 $2,612.00 0 $5,224.00 0 $1,306.00 0 $2,612.00 0 $384.00 0 $768.00 0 39,178
53 Lee * 1 2,655 $57,606.00 7,081 $115,210.00 0 $32,072.00 0 $64,145.00 0 $11,483.00 0 $22,966.00 0 $13,669.00 0 $27,337.00 9,736 354,224
54 Lenoir 0 $91,729.00 0 $183,456.00 0 $27,662.00 0 $55,324.00 0 $13,831.00 0 $27,662.00 0 $5,088.00 0 $10,176.00 0 414,928
55 Lincoln * 1 100 $49,594.00 267 $99,188.00 0 $49,165.00 0 $98,329.00 0 $11,627.00 0 $23,253.00 0 $5,880.00 0 $11,760.00 367 349,163
56 Macon * 1 2,655 $33,277.00 7,081 $66,554.00 0 $10,461.00 0 $20,922.00 0 $5,230.00 0 $10,461.00 0 $3,336.00 0 $6,672.00 9,736 166,649
57 Madison 0 $15,268.00 0 $30,537.00 0 $9,151.00 0 $18,302.00 0 $1,262.00 0 $2,523.00 0 $1,507.00 0 $3,013.00 0 81,563
D4M-T-W 0 $63,282.00 0 $126,562.00 0 $21,474.00 0 $42,948.00 0 $2,073.00 0 $4,147.00 0 $4,320.00 0 $8,640.00 0 273,446
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60 Mecklenburg • 1 103,958 $1,086,360.00 277,220 $2,172,721.00 0 $346,145.00 0 $692,289.00 0 $78,065.00
62 Montgomery • 1 2,856 $50,601.00 7,615 $101,202.00 0 $20,274.00 0 $40,548.00 0 $1,423.00
63 Moore 0 $65,087.00 0 $130,175.00 0 $19,659.00 0 $39,319.00 0 $9,830.00
64 Nash 0 $97,911.00 0 $195,822.00 0 $29,833.00 0 $59,666.00 0 $14,916.00
65 New Hanover 0 $179,327.00 0 $358,655.00 0 $49,004.00 0 $98,009.00 0 $4,667.00
66 Northampton 0 $16,142.00 0 $32,282.00 0 $6,667.00 0 $13,333.00 0 $2,812.00
67 Onslow 0 $297,254.00 0 $594,510.00 0 $109,797.00 0 $219,593.00 0 $13,490.00
68 Orange 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00
69 Pamlico • 1 852 $13,323.00 2,271 $26,647.00 0 $4,102.00 0 $8,203.00 0 $2,051.00
71 Pender 0 $40,976.00 0 $81,951.00 0 $36,333.00 0 $72,667.00 0 $5,000.00
73 Person • 1 1,152 $39,003.00 3,073 $78,004.00 0 $11,316.00 0 $22,632.00 0 $3,333.00
74 Pitt 0 $131,519.00 0 $263,040.00 0 $116,667.00 0 $233,333.00 0 $27,624.00
75 Polk • 1 1,904 $10,634.00 5,077 $21,268.00 0 $3,340.00 0 $6,680.00 0 $1,670.00
76 Randolph 0 $170,558.00 0 $341,114.00 0 $46,733.00 0 $93,467.00 0 $4,362.00
77 Richmond 0 $104,690.00 0 $209,381.00 0 $29,100.00 0 $58,200.00 0 $1,667.00
78 Robeson • 1 32,415 $235,096.00 86,439 $470,195.00 0 $80,608.00 0 $161,215.00 0 $36,667 .oo
79 Rockingham • 1 10,371 $96,641.00 27,655 $193,281.00 0 $36,833.00 0 $73,667.00 0 $2,917.00
80 Rowan • 1 10,571 $113,432.00 28,190 $226,865.00 0 $36,167.00 0 $72,333.00 0 $4,932.00
82 Sampson • 1 3,707 $90,601.00 9,886 $181,201.00 0 $31,667.00 0 $63,333.00 0 $14,511.00
83 Scotland • 1 752 $62,973.00 2,004 $125,946.00 0 $17,161.00 0 $34,322.00 0 $2,167.00
84 Stanly • 1 2,856 $65,802.00 7,615 $131,600.00 0 $36,373.00 0 $72,747.00 0 $3,333.00
85 Stokes • 1 4,810 $43,281.00 12,826 $86,565.00 0 $12,667.00 0 $25,333.00 0 $3,667.00
86 Surry • 1 4,459 $83,263.00 11,890 $166,525.00 0 $24,489.00 0 $48,978.00 0 $9,183.00
87 Swain 0 $12,401.00 0 $24,803.00 0 $3,865.00 0 $7,731.00 0 $1,933.00
D6Toe River 0 $26,860.00 0 $53,721.00 0 $13,667.00 0 $27,333.00 0 $4,836.00
88 Transylvania • 1 651 $26,874.00 1,737 $53,748.00 0 $7,455.00 0 $14,910.00 0 $833.00
90 Union • 1 6,613 $155,451.00 17,635 $310,902.00 0 $91,865.00 0 $183,729.00 0 $21,799.00
92Wake • 1 65,681 $820,162.00 175,150 $1,640,321.00 0 $264,568.00 0 $529,136.00 0 $132,284.00
93Warren • 1 501 $21,491.00 1,336 $42,980.00 0 $7,333.00 0 $14,667.00 0 $3,333.00
96Wayne • 1 6,112 $183,824.00 16,299 $367,648.00 0 $114,761.00 0 $229,523.00 0 $19,033.00
97Wilkes • 1 1,002 $78,653.00 2,672 $157,307.00 0 $23,905.00 0 $47,811.00 0 $11,953.00
98Wilson • 1 5,311 $103,342.00 14,162 $206,684.00 0 $31,309.00 0 $62,618.00 0 $15,655.00
99 Yadkin • 1 651 $41,320.00 1,737 $82,641.00 0 $15,746.00 0 $31,491.00 0 $6,567.00
00 Yancey 0 $12,948.00 0 $25,896.00 0 $9,707.00 0 $19,413.00 0 $1,053.00 Totals 454,809 9,804,641 1,212,823 19,609,281 03,853,456 07,706,896 01,024,813
Sign and Dale - DCFW Program Admin IISign and Date - DCFW Program StaffI
Sign and Date - DCFW Budget Admin IISign and Dale - DCFW Super
https://atc.ncdhhs.gov/WICGridPrint.aspx
0 $156,129.00 0 $67,113.00 0 $134,225.00 381,178 5,114,225
0 $2,846.00 0 $4,945.00 0 $9,890.00 10,471 242,200
0 $19,659.00 0 $3,720.00 0 $7,440.00 0 294,889
0 $29,833.00 0 $6,504.00 0 $13,008.00 0 447,493
0 $9,333.00 0 $12,024.00 0 $24,048.00 0 735,067
0 $5,625.00 0 $2,502.00 0 $5,005.00 0 84,368
0 $26,981.00 0 $30,559.00 0 $61,117.00 0 1,353,301
0 $0.00 0 $0.00 0 $0.00 0 0
0 $4,101.00 0 $1,032.00 0 $2,064.00 3,123 64,646
0 $10,000.00 0 $5,667.00 0 $11,333.00 0 263,927
0 $6,667.00 0 $2,928.00 0 $5,856.00 4,225 173,964
0 $55,247 .oo 0 $14,592.00 0 $29,184.00 0 871,206
0 $3,340.00 0 $1,056.00 0 $2,112.00 6,981 57,081
0 $8,725.00 0 $12,013.00 0 $24,027 .oo 0 700,999
0 $3,333.00 0 $10,000.00 0 $20,000.00 0 436,371
0 $73,333.00 0 $17,333.00 0 $34,667 .oo 118,854 1,227,968
0 $5,834.00 0 $9,467.00 0 $18,933.00 38,026 475,599
0 $9,864.00 0 $9,864.00 0 $19,727.00 38,761 531,945
0 $29,023.00 0 $8,333.00 0 $16,667 .oo 13,593 448,929
0 $4,333.00 0 $3,504.00 0 $7,008.00 2,756 260,170
0 $6,667.00 0 $7,941.00 0 $15,883.00 10,471 350,817
0 $7,333.00 0 $3,667.00 0 $7,333.00 17,636 207,482
0 $18,366.00 0 $5,510.00 0 $11,019.00 16,349 383,682
0 $3,865.00 0 $1,128.00 0 $2,256.00 0 57,982
0 $9,673.00 0 $3,000.00 0 $6,000.00 0 145,090
0 $1,667.00 0 $2,112.00 0 $4,224.00 2,388 114,211
0 $43,597.00 0 $12,648.00 0 $25,296.00 24,248 869,535
0 $264,568.00 0 $105,827.00 0 $211,655.00 240,831 4,209,352
0 $6,667.00 0 $2,000.00 0 $4,000.00 1,837 104,308
0 $38,067.00 0 $13,776.00 0 $27,552.00 22,411 1,016,595
0 $23,905.00 0 $5,016.00 0 $10,032.00 3,674 362,256
0 $31,309.00 0 $6,240.00 0 $12,480.00 19,473 489,110
0 $13, 135.00 0 $6,039.00 0 $12,078.00 2,388 211,405
0 $2,107.00 0 $1,008.00 0 $2,016.00 0 74,148
02,049,623 01,018,705 02,037,404 1,667,632 148,772,451
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Attachment A-1
Local Agency Base
Caseload
97% of Base
Caseload Local Agency Base
Caseload
97% of Base
Caseload
Alamance 4,614 4,476 Johnston 5,052 4,901
Albemarle Regional 3,707 3,596 Jones 196 190
Alexander 856 830 Lee 1,772 1,719
Anson 742 720 Lenoir 2,071 2,009
Appalachian District 1,606 1,558 Lincoln 1,743 1,691
Beaufort 1,425 1,382 Macon 836 811
Bladen 1,082 1,050 Madison 407 395
Brunswick 3,418 3,316 Mecklenburg 25,693 24,922
Buncombe 4,533 4,397 Montgomery 1,213 1,177
Burke 2,275 2,207 Moore 1,472 1,428
Cabarrus 4,118 3,995 M-T-W District 1,365 1,324
Caldwell 2,015 1,955 Nash 2,233 2,166
Carteret 1,289 1,250 New Hanover 3,668 3,558
Caswell 503 488 Northampton 421 408
Catawba 3,674 3,564 Onslow 6,753 6,551
Cherokee 610 592 Pamlico 324 314
Clay 273 265 Pender 1,317 1,278
Cleveland 4,065 3,943 Person 870 844
Columbus 1,546 1,500 Pitt 4,347 4,217
Craven 3,124 3,030 Polk 288 279
Cumberland 11,792 11,438 Randolph 3,498 3,393
Dare 598 580 Richmond 2,178 2,113
Davidson 4,154 4,029 Robeson 6,182 5,997
Davie 896 869 Rockingham 2,391 2,319
Duplin 2,301 2,232 Rowan 2,672 2,592
Edgecombe 1,346 1,306 Sampson 2,246 2,179
Foothills 2,871 2,785 Scotland 1,300 1,261
Forsyth 9,991 9,691 Stanly 1,755 1,702
Franklin 1,320 1,280 Stokes 1,043 1,012
Gaston 4,963 4,814 Surry 1,922 1,864
Graham 281 273 Swain 289 280
Granville-Vance 3,046 2,955 Toe River District 724 702
Greene 545 529 Transylvania 571 554
Guilford 13,905 13,488 Union 4,350 4,220
Halifax 1,521 1,475 Wake 21,114 20,481
Harnett 3,538 3,432 Warren 521 505
Haywood 1,258 1,220 Wayne 5,083 4,931
Henderson 2,053 1,992 Wilkes 1,809 1,755
Hoke 2,057 1,995 Wilson 2,450 2,377
Iredell 3,831 3,716 Yadkin 1,056 1,024
Jackson 832 807 Yancey 370 359
SFY25-26 Base Caseload
July 1, 2025 - May 31, 2026
64
Attachment A-1
Local Agency Base
Caseload
97% of Base
Caseload Local Agency Base
Caseload
97% of Base
Caseload
Alamance 4,614 4,476 Johnston 5,052 4,901
Albemarle Regional 3,707 3,596 Jones 196 190
Alexander 856 830 Lee 1,772 1,719
Anson 742 720 Lenoir 2,071 2,009
Appalachian District 1,606 1,558 Lincoln 1,743 1,691
Beaufort 1,425 1,382 Macon 836 811
Bladen 1,082 1,050 Madison 407 395
Brunswick 3,418 3,316 Mecklenburg 25,693 24,922
Buncombe 4,533 4,397 Montgomery 1,213 1,177
Burke 2,275 2,207 Moore 1,472 1,428
Cabarrus 4,118 3,995 M-T-W District 1,365 1,324
Caldwell 2,015 1,955 Nash 2,233 2,166
Carteret 1,289 1,250 New Hanover 3,668 3,558
Caswell 503 488 Northampton 421 408
Catawba 3,674 3,564 Onslow 6,753 6,551
Cherokee 610 592 Pamlico 324 314
Clay 273 265 Pender 1,317 1,278
Cleveland 4,065 3,943 Person 870 844
Columbus 1,546 1,500 Pitt 4,347 4,217
Craven 3,124 3,030 Polk 288 279
Cumberland 11,792 11,438 Randolph 3,498 3,393
Dare 598 580 Richmond 2,178 2,113
Davidson 4,154 4,029 Robeson 6,182 5,997
Davie 896 869 Rockingham 2,391 2,319
Duplin 2,301 2,232 Rowan 2,672 2,592
Edgecombe 1,346 1,306 Sampson 2,246 2,179
Foothills 2,871 2,785 Scotland 1,300 1,261
Forsyth 9,991 9,691 Stanly 1,755 1,702
Franklin 1,320 1,280 Stokes 1,043 1,012
Gaston 4,963 4,814 Surry 1,922 1,864
Graham 281 273 Swain 289 280
Granville-Vance 3,046 2,955 Toe River District 724 702
Greene 545 529 Transylvania 571 554
Guilford 13,905 13,488 Union 4,350 4,220
Halifax 1,521 1,475 Wake 21,114 20,481
Harnett 3,538 3,432 Warren 521 505
Haywood 1,258 1,220 Wayne 5,083 4,931
Henderson 2,053 1,992 Wilkes 1,809 1,755
Hoke 2,057 1,995 Wilson 2,450 2,377
Iredell 3,831 3,716 Yadkin 1,056 1,024
Jackson 832 807 Yancey 370 359
SFY25-26 Base Caseload
July 1, 2025 - May 31, 2026
65
8/1/25, 1:19 PM WicGridPrint
For Fiscal Year: 25/26
Activity 403 AA 133001 133001 133001 133001 133001 133001 133001 133001 Proposed New
2D15403 2D15403 2D15404 2D15404 2D15405 2D15405 2D15409 2D15409 Total !Total
20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001 20G0001001
Allocated Allocated Allocated Service Period 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31 06/01-09/30 10/01-05/31
Payment Period 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30 07/01-11/30 11/01-06/30
01 Alamance * 1 6,563 $148,219.00 17,502 $296,436.00 0 $95,518.00 0 $191,037.00 0 $27,847.00 0 $55,694.00 0 $27,847.00 0 $55,695.00 24,065 922,358
D1 Albemarle 0 $153,989.00 0 $307,980.00 0 $50,937.00 0 $101,873.00 0 $24,763.00 0 $49,525.00 0 $17,939.00 0 $35,877.00 0 742,883
02 Alexander * 1 902 $35,077.00 2,405 $70,153.00 0 $11,746.00 0 $23,493.00 0 $2,443.00 0 $4,885.00 0 $6,679.00 0 $13,359.00 3,307 171,142
04Anson 0 $33,184.00 0 $66,368.00 0 $9,913.00 0 $19,826.00 0 $4,957.00 0 $9,913.00 0 $1,512.00 0 $3,024.00 0 148,697
D2 Appalachian * 1 100 $51,001.00 267 $102,001.00 0 $27,987.00 0 $55,973.00 0 $7,908.00 0 $15,815.00 0 $20,274.00 0 $40,549.00 367 321,875
07 Beaufort 0 $55,191.00 0 $110,381.00 0 $29,499.00 0 $58,997.00 0 $5,709.00 0 $11,419.00 0 $4,758.00 0 $9,516.00 0 285,470
09 Bladen * 1 952 $45,008.00 2,538 $90,017.00 0 $16,333.00 0 $32,667.00 0 $5,667.00 0 $11,333.00 0 $4,000.00 0 $8,000.00 3,490 216,515
10 Brunswick * 1 5,561 $151,908.00 14,830 $303,815.00 0 $50,000.00 0 $100,000.00 0 $4,000.00 0 $8,000.00 0 $15,000.00 0 $30,000.00 20,391 683,114
11 Buncombe * 1 7,565 $203,587.00 20,174 $407,175.00 0 $58,567.00 0 $117,133.00 0 $15,419.00 0 $30,839.00 0 $15,167.00 0 $30,333.00 27,739 905,959
12 Burke 0 $100,903.00 0 $201,807.00 0 $36,467.00 0 $72,933.00 0 $7,000.00 0 $14,000.00 0 $7,600.00 0 $15,200.00 0 455,910
13 Cabarrus * 1 22,194 $115,226.00 59,185 $230,454.00 0 $95,430.00 0 $190,861.00 0 $16,497.00 0 $32,993.00 0 $18,303.00 0 $36,606.00 81,379 817,749
14Caldwell * 1 5,361 $85,721.00 14,295 $171,441.00 0 $25,484.00 0 $50,969.00 0 $10,000.00 0 $20,000.00 0 $6,216.00 0 $12,432.00 19,656 401,919
16 Carteret * 1 2,605 $48,265.00 6,947 $96,530.00 0 $29,000.00 0 $58,000.00 0 $1,333.00 0 $2,667.00 0 $4,000.00 0 $8,000.00 9,552 257,347
17 Caswell * 1 50 $18,020.00 134 $36,039.00 0 $10,093.00 0 $20,186.00 0 $2,789.00 0 $5,578.00 0 $2,632.00 0 $5,264.00 184 100,785
18 Catawba 0 $138,002.00 0 $276,004.00 0 $66,667.00 0 $133,333.00 0 $22,088.00 0 $44, 176.00 0 $18,667.00 0 $37,333.00 0 736,270
19 Chatham 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
20 Cherokee * 1 1,303 $21,518.00 3,474 $43,037.00 0 $11,426.00 0 $22,851.00 0 $3,898.00 0 $7,795.00 0 $2,136.00 0 $4,272.00 4,777 121,710
22 Clay * 1 952 $10,965.00 2,538 $21,929.00 0 $3,387.00 0 $6,773.00 0 $1,478.00 0 $2,957.00 0 $1,104.00 0 $2,208.00 3,490 54,291
23 Cleveland 0 $165,690.00 0 $331,380.00 0 $61,525.00 0 $123,049.00 0 $14,959.00 0 $29,919.00 0 $29,368.00 0 $58,736.00 0 814,626
24Columbus * 1 5,060 $43,436.00 13,494 $86,874.00 0 $32,819.00 0 $65,638.00 0 $5,792.00 0 $11,583.00 0 $14,479.00 0 $28,957 .oo 18,554 308,132
25 Craven * 1 5,060 $92,269.00 13,494 $184,540.00 0 $86,667.00 0 $173,333.00 0 $11,667.00 0 $23,333.00 0 $11,333.00 0 $22,667 .oo 18,554 624,363
26 Cumberland * 1 24,599 $523,664.00 65,598 $1,047,328.00 0 $150,975.00 0 $301,949.00 0 $41,667.00 0 $83,333.00 0 $38,568.00 0 $77,136.00 90,197 2,354,817
28 Dare * 1 2,104 $23,397.00 5,611 $46,792.00 0 $9,333.00 0 $18,667.00 0 $1,833.00 0 $3,667.00 0 $2,600.00 0 $5,200.00 7,715 119,204
29 Davidson * 1 4,910 $186,752.00 13,093 $373,506.00 0 $54,188.00 0 $108,376.00 0 $6,667.00 0 $13,333.00 0 $23,333.00 0 $46,667 .oo 18,003 830,825
30 Davie * 1 1,202 $35,916.00 3,206 $71,833.00 0 $14,000.00 0 $28,000.00 0 $3,667.00 0 $7,333.00 0 $4,667.00 0 $9,333.00 4,408 179,157
31 Duplin * 1 2,655 $71,833.00 7,081 $143,666.00 0 $66,667.00 0 $133,333.00 0 $5,000.00 0 $10,000.00 0 $6,667.00 0 $13,333.00 9,736 460,235
32 Durham 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
33 Edgecombe * 1 2,505 $56,665.00 6,680 $113,329.00 0 $17,315.00 0 $34,629.00 0 $8,657.00 0 $17,315.00 0 $3,936.00 0 $7,872.00 9,185 268,903
D7 Foothills 0 $119,395.00 0 $238,793.00 0 $58,667.00 0 $117,333.00 0 $4,000.00 0 $8,000.00 0 $9,720.00 0 $19,440.00 0 575,348
34 Forsyth 0 $390,182.00 0 $780,366.00 0 $167,568.00 0 $335,135.00 0 $66,742.00 0 $133,484.00 0 $42,929.00 0 $85,857.00 0 2,002,263
35 Franklin 0 $21,155.00 0 $42,308.00 0 $29,087.00 0 $58,174.00 0 $8,814.00 0 $17,629.00 0 $29,087.00 0 $58,174.00 0 264,428
36 Gaston * 1 4,559 $200,000.00 12,158 $400,000.00 0 $75,472.00 0 $150,944.00 0 $30,000.00 0 $60,000.00 0 $20,000.00 0 $40,000.00 16,717 993,133
38 Graham 0 $11,733.00 0 $23,466.00 0 $4,118.00 0 $8,236.00 0 $1,414.00 0 $2,827.00 0 $1,506.00 0 $3,012.00 0 56,312
D3 Gran-Vance 0 $136,806.00 0 $273,612.00 0 $44,000.00 0 $88,000.00 0 $11,333.00 0 $22,667.00 0 $11,333.00 0 $22,667.00 0 610,418
40 Greene * 1 852 $22,522.00 2,271 $45,046.00 0 $7,054.00 0 $14,108.00 0 $3,527.00 0 $7,054.00 0 $2,167.00 0 $4,333.00 3,123 108,934
41 Guilford * 1 45,090 $555,795.00 120,240 $1,111,590.00 0 $199,801.00 0 $399,602.00 0 $43,435.00 0 $86,870.00 0 $69,670.00 0 $139,339.00 165,330 2,771,432
42 Halifax * 1 3,858 $63,946.00 10,287 $127,892.00 0 $19,285.00 0 $38,570.00 0 $9,643.00 0 $19,285.00 0 $3,552.00 0 $7,104.00 14,145 303,422
43 Harnett * 1 5,862 $158,545.00 15,631 $317,090.00 0 $45,709.00 0 $91,418.00 0 $12,856.00 0 $25,713.00 0 $11,435.00 0 $22,869.00 21,493 707,128
44 Havwood 0 $54,769.00 0 $109,535.00 0 $16,807.00 0 $33,614.00 0 $8,403.00 0 $16,807.00 0 $4,056.00 0 $8,112.00 0 252,103
45 Henderson * 1 10,070 $74,381.00 26,854 $148,760.00 0 $30,000.00 0 $60,000.00 0 $9,333.00 0 $18,667.00 0 $10,000.00 0 $20,000.00 36,924 408,065
47 Hoke * 1 4,259 $91,085.00 11,356 $182,171.00 0 $26,667.00 0 $53,333.00 0 $4,000.00 0 $8,000.00 0 $10,000.00 0 $20,000.00 15,615 410,871
48 Hyde 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0
49 Iredell * 1 5,461 $129,270.00 14,562 $258,540.00 0 $74,579.00 0 $149,157.00 0 $14,916.00 0 $29,831.00 0 $29,832.00 0 $59,664.00 20,023 765,812
50 Jackson 0 $25,897.00 0 $51,794.00 0 $23,319.00 0 $46,637.00 0 $3,314.00 0 $6,628.00 0 $3,048.00 0 $6,096.00 0 166,733
51 Johnston 0 $236,441.00 0 $472,880.00 0 $67,667.00 0 $135,333.00 0 $15,000.00 0 $30,000.00 0 $18,333.00 0 $36,667.00 0 1,012,321
52 Jones 0 $8,757.00 0 $17,515.00 0 $2,612.00 0 $5,224.00 0 $1,306.00 0 $2,612.00 0 $384.00 0 $768.00 0 39,178
53 Lee * 1 2,655 $57,606.00 7,081 $115,210.00 0 $32,072.00 0 $64,145.00 0 $11,483.00 0 $22,966.00 0 $13,669.00 0 $27,337.00 9,736 354,224
54 Lenoir 0 $91,729.00 0 $183,456.00 0 $27,662.00 0 $55,324.00 0 $13,831.00 0 $27,662.00 0 $5,088.00 0 $10,176.00 0 414,928
55 Lincoln * 1 100 $49,594.00 267 $99,188.00 0 $49,165.00 0 $98,329.00 0 $11,627.00 0 $23,253.00 0 $5,880.00 0 $11,760.00 367 349,163
56 Macon * 1 2,655 $33,277.00 7,081 $66,554.00 0 $10,461.00 0 $20,922.00 0 $5,230.00 0 $10,461.00 0 $3,336.00 0 $6,672.00 9,736 166,649
57 Madison 0 $15,268.00 0 $30,537.00 0 $9,151.00 0 $18,302.00 0 $1,262.00 0 $2,523.00 0 $1,507.00 0 $3,013.00 0 81,563
D4M-T-W 0 $63,282.00 0 $126,562.00 0 $21,474.00 0 $42,948.00 0 $2,073.00 0 $4,147.00 0 $4,320.00 0 $8,640.00 0 273,446
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60 Mecklenburg • 1 103,958 $1,086,360.00 277,220 $2,172,721.00 0 $346,145.00 0 $692,289.00 0 $78,065.00
62 Montgomery • 1 2,856 $50,601.00 7,615 $101,202.00 0 $20,274.00 0 $40,548.00 0 $1,423.00
63 Moore 0 $65,087.00 0 $130,175.00 0 $19,659.00 0 $39,319.00 0 $9,830.00
64 Nash 0 $97,911.00 0 $195,822.00 0 $29,833.00 0 $59,666.00 0 $14,916.00
65 New Hanover 0 $179,327.00 0 $358,655.00 0 $49,004.00 0 $98,009.00 0 $4,667.00
66 Northampton 0 $16,142.00 0 $32,282.00 0 $6,667.00 0 $13,333.00 0 $2,812.00
67 Onslow 0 $297,254.00 0 $594,510.00 0 $109,797.00 0 $219,593.00 0 $13,490.00
68 Orange 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00
69 Pamlico • 1 852 $13,323.00 2,271 $26,647.00 0 $4,102.00 0 $8,203.00 0 $2,051.00
71 Pender 0 $40,976.00 0 $81,951.00 0 $36,333.00 0 $72,667.00 0 $5,000.00
73 Person • 1 1,152 $39,003.00 3,073 $78,004.00 0 $11,316.00 0 $22,632.00 0 $3,333.00
74 Pitt 0 $131,519.00 0 $263,040.00 0 $116,667.00 0 $233,333.00 0 $27,624.00
75 Polk • 1 1,904 $10,634.00 5,077 $21,268.00 0 $3,340.00 0 $6,680.00 0 $1,670.00
76 Randolph 0 $170,558.00 0 $341,114.00 0 $46,733.00 0 $93,467.00 0 $4,362.00
77 Richmond 0 $104,690.00 0 $209,381.00 0 $29,100.00 0 $58,200.00 0 $1,667.00
78 Robeson • 1 32,415 $235,096.00 86,439 $470,195.00 0 $80,608.00 0 $161,215.00 0 $36,667 .oo
79 Rockingham • 1 10,371 $96,641.00 27,655 $193,281.00 0 $36,833.00 0 $73,667.00 0 $2,917.00
80 Rowan • 1 10,571 $113,432.00 28,190 $226,865.00 0 $36,167.00 0 $72,333.00 0 $4,932.00
82 Sampson • 1 3,707 $90,601.00 9,886 $181,201.00 0 $31,667.00 0 $63,333.00 0 $14,511.00
83 Scotland • 1 752 $62,973.00 2,004 $125,946.00 0 $17,161.00 0 $34,322.00 0 $2,167.00
84 Stanly • 1 2,856 $65,802.00 7,615 $131,600.00 0 $36,373.00 0 $72,747.00 0 $3,333.00
85 Stokes • 1 4,810 $43,281.00 12,826 $86,565.00 0 $12,667.00 0 $25,333.00 0 $3,667.00
86 Surry • 1 4,459 $83,263.00 11,890 $166,525.00 0 $24,489.00 0 $48,978.00 0 $9,183.00
87 Swain 0 $12,401.00 0 $24,803.00 0 $3,865.00 0 $7,731.00 0 $1,933.00
D6Toe River 0 $26,860.00 0 $53,721.00 0 $13,667.00 0 $27,333.00 0 $4,836.00
88 Transylvania • 1 651 $26,874.00 1,737 $53,748.00 0 $7,455.00 0 $14,910.00 0 $833.00
90 Union • 1 6,613 $155,451.00 17,635 $310,902.00 0 $91,865.00 0 $183,729.00 0 $21,799.00
92Wake • 1 65,681 $820,162.00 175,150 $1,640,321.00 0 $264,568.00 0 $529,136.00 0 $132,284.00
93Warren • 1 501 $21,491.00 1,336 $42,980.00 0 $7,333.00 0 $14,667.00 0 $3,333.00
96Wayne • 1 6,112 $183,824.00 16,299 $367,648.00 0 $114,761.00 0 $229,523.00 0 $19,033.00
97Wilkes • 1 1,002 $78,653.00 2,672 $157,307.00 0 $23,905.00 0 $47,811.00 0 $11,953.00
98Wilson • 1 5,311 $103,342.00 14,162 $206,684.00 0 $31,309.00 0 $62,618.00 0 $15,655.00
99 Yadkin • 1 651 $41,320.00 1,737 $82,641.00 0 $15,746.00 0 $31,491.00 0 $6,567.00
00 Yancey 0 $12,948.00 0 $25,896.00 0 $9,707.00 0 $19,413.00 0 $1,053.00 Totals 454,809 9,804,641 1,212,823 19,609,281 03,853,456 07,706,896 01,024,813
Sign and Dale - DCFW Program Admin IISign and Date - DCFW Program StaffI
Sign and Date - DCFW Budget Admin IISign and Dale - DCFW Super
https://atc.ncdhhs.gov/WICGridPrint.aspx
0 $156,129.00 0 $67,113.00 0 $134,225.00 381,178 5,114,225
0 $2,846.00 0 $4,945.00 0 $9,890.00 10,471 242,200
0 $19,659.00 0 $3,720.00 0 $7,440.00 0 294,889
0 $29,833.00 0 $6,504.00 0 $13,008.00 0 447,493
0 $9,333.00 0 $12,024.00 0 $24,048.00 0 735,067
0 $5,625.00 0 $2,502.00 0 $5,005.00 0 84,368
0 $26,981.00 0 $30,559.00 0 $61,117.00 0 1,353,301
0 $0.00 0 $0.00 0 $0.00 0 0
0 $4,101.00 0 $1,032.00 0 $2,064.00 3,123 64,646
0 $10,000.00 0 $5,667.00 0 $11,333.00 0 263,927
0 $6,667.00 0 $2,928.00 0 $5,856.00 4,225 173,964
0 $55,247 .oo 0 $14,592.00 0 $29,184.00 0 871,206
0 $3,340.00 0 $1,056.00 0 $2,112.00 6,981 57,081
0 $8,725.00 0 $12,013.00 0 $24,027 .oo 0 700,999
0 $3,333.00 0 $10,000.00 0 $20,000.00 0 436,371
0 $73,333.00 0 $17,333.00 0 $34,667 .oo 118,854 1,227,968
0 $5,834.00 0 $9,467.00 0 $18,933.00 38,026 475,599
0 $9,864.00 0 $9,864.00 0 $19,727.00 38,761 531,945
0 $29,023.00 0 $8,333.00 0 $16,667 .oo 13,593 448,929
0 $4,333.00 0 $3,504.00 0 $7,008.00 2,756 260,170
0 $6,667.00 0 $7,941.00 0 $15,883.00 10,471 350,817
0 $7,333.00 0 $3,667.00 0 $7,333.00 17,636 207,482
0 $18,366.00 0 $5,510.00 0 $11,019.00 16,349 383,682
0 $3,865.00 0 $1,128.00 0 $2,256.00 0 57,982
0 $9,673.00 0 $3,000.00 0 $6,000.00 0 145,090
0 $1,667.00 0 $2,112.00 0 $4,224.00 2,388 114,211
0 $43,597.00 0 $12,648.00 0 $25,296.00 24,248 869,535
0 $264,568.00 0 $105,827.00 0 $211,655.00 240,831 4,209,352
0 $6,667.00 0 $2,000.00 0 $4,000.00 1,837 104,308
0 $38,067.00 0 $13,776.00 0 $27,552.00 22,411 1,016,595
0 $23,905.00 0 $5,016.00 0 $10,032.00 3,674 362,256
0 $31,309.00 0 $6,240.00 0 $12,480.00 19,473 489,110
0 $13, 135.00 0 $6,039.00 0 $12,078.00 2,388 211,405
0 $2,107.00 0 $1,008.00 0 $2,016.00 0 74,148
02,049,623 01,018,705 02,037,404 1,667,632 148,772,451
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67
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-543 Agenda Date:9/2/2025
TITLE:..title
Contract Renewal - Dispatch Software Support
INFORMATION CONTACT:
Vicki Callicutt, Emergency Communications, Director, 704-283-3550
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
April 12, 2021, Regular Meeting, Agenda Item #8 - Approved 3-year contract
BACKGROUND:
Emergency Communications uses Priority Dispatch software for the processing of Emergency
Medical and Emergency Fire calls commonly known as PROQA. The software aids
Telecommunicators in navigating case entry and key questions to identify an appropriate determinate
code for dispatch. Once established, it provides the Telecommunicator post-dispatch and pre-arrival
instructions for the caller.
The Emergency Communications Department has utilized the contractual services of Priority
Dispatch Corporation for software licensing, maintenance, and support since 2016. Priority Dispatch
Corporation has been effective and efficient in meeting our service needs, and we are requesting tocontinue this service for an additional 5 years.
FINANCIAL IMPACT:
The anticipated first-year cost for this service is $39,000. Since the contract contains a five-year term
with annual cost increases of 3%, a total of $156,716 is estimated to be spent. Funding is available in
the adopted FY26 budget with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™68
QUOTE Priority Dispatch Corp.
110 Regent Street, Suite 500 Agency:Union County Emergency CommSalt Lake City, UT 84111 Agency ID#:4342USAQuote #:Q-79855www.prioritydispatch.net Date:6/12/2025Prepared By: Katie Morgan Offer Valid Through:9/4/2025Phone: (800) 363-9127Direct:Payment Terms Net 30
Email: katie.morgan@prioritydispatch.net Currency:USD
Bill To:Ship To:Union County Emergency Comm Union County Emergency Comm500 N Main St Ste 15 500 N Main St Ste 15
Monroe, North Carolina 28112-4730 Monroe, North Carolina 28112-4730United States United States
Year 1 August 1, 2025-July 31, 2026
Product Discipline Qty Amount
Priority Dispatch System Annual Maintenance (P)
License Renewal, Service and Support for ProQA, AQUA, Cardsets, Tech Support
and Upgrades
Medical;Fire 13 USD 39,000.00
Year 1 TOTAL:USD 39,000.00
Year 2 August 1, 2026-July 31, 2027
Product Discipline Qty Amount
Priority Dispatch System Annual Maintenance (P)
License Renewal, Service and Support for ProQA, AQUA, Cardsets, Tech Support
and Upgrades
Medical;Fire 13 USD 40,170.00
Year 2 TOTAL:USD 40,170.00
Year 3 August 1, 2027-July 31, 2028
Product Discipline Qty Amount
Priority Dispatch System Annual Maintenance (P)
License Renewal, Service and Support for ProQA, AQUA, Cardsets, Tech Support
and Upgrades
Medical;Fire 13 USD 41,375.10
Year 3 TOTAL:USD 41,375.10
Year 4 August 1, 2028-July 31, 2029
Product Discipline Qty Amount
Priority Dispatch System Annual Maintenance (P)
License Renewal, Service and Support for ProQA, AQUA, Cardsets, Tech Support
and Upgrades
Medical;Fire 13 USD 42,616.34
Year 4 TOTAL:USD 42,616.34
"To lead the creation of meaningful change in public safety and health."
Page 1 of 2
69
QUOTE Priority Dispatch Corp.
Year 5 August 1, 2029-July 31, 2030
Product Discipline Qty Amount
Priority Dispatch System Annual Maintenance (P)
License Renewal, Service and Support for ProQA, AQUA, Cardsets, Tech Support
and Upgrades
Medical;Fire 13 USD 43,894.84
Year 5 TOTAL:USD 43,894.84
Quote Notes Subtotal USD 39,000.00
Discount USD 0.00
Total USD 39,000.00
Subtotal USD 39,000.00
Total USD 39,000.00
Customer Signature:Date:
Customer Name:Purchase Order ID:
Expiration Date:
TERMS AND CONDITIONS
This quote is valid for 120 days from date of issue. All prices quoted are exclusive of any applicable taxes, duties, or government
assessments relating to this transaction, which are the sole obligation of Buyer. You can find it here: https://prioritydispatch.net/
licensing/
"To lead the creation of meaningful change in public safety and health."
Page 2 of 2
This Agreement shall be governed by the terms and conditions of the End User License Agreement (EULA) executed on July 19, 2021, which is incorporated herein by reference. Int. _____
Brian Matthews, County Manager
This instrument has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act.
_________________________Deputy Finance Officer
Approved as to Legal Form: KLC
Customer will be billed on an annual basis.Int. ____
Int. _____
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-545 Agenda Date:9/2/2025
TITLE:..title
C&D Landfill Construction Bidder Selection and Contract
INFORMATION CONTACT:
Vicky Watts
ACTION REQUESTED:
Award bid and enter contract
PRIOR BOARD ACTIONS:
Click or tap here to enter text.
BACKGROUND:
Awaiting Bid Tab and Procurement Authorization
FINANCIAL IMPACT:
Click or tap here to enter text.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-548 Agenda Date:9/2/2025
TITLE:..title
Contract - Retail Strategies
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each at the County
Manager’s discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Retail Strategies, LLC will provide professional retail recruitment services to any of Union County's 14
municipalities who request said services. Retail Strategies, LLC, based in Birmingham, AL, is a
nationally known retail recruitment firm who work with communities of all sizes to identify and
maximize their potential to secure retail establishments in their town or city. The firm uses a data-
driven approach to attract national retailers, with the overarching goal of improving quality of life and
growing local economies.
FINANCIAL IMPACT:
The anticipated cost over the three-year term of the contract is $177,000. The first year is $57,000
and the last two years are $60,000. Year 1 costs are included in the FY2026 budget and future
expenses are subject to annual BOCC budget appropriation.
Union County, NC Printed on 8/19/2025Page 1 of 1
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AGREEMENT TO PROVIDE
CONSULTING SERVICES
This Agreement to Provide Consulting Services (this “Agreement”) sets forth the mutual understanding of (the “Client”) Union County, NC, and Retail Strategies, LLC, an Alabama limited liability company (the “Consultant”) on this 1st day of July 2025 (the “Execution Date”), for the
provision of professional consulting services as more fully set forth below.
R E C I T A L S:
The Consultant possesses a high degree of professional skill and experience and is a unique
provider of professional consulting services in retail recruitment.
The Client desires to hire the Consultant to provide professional consulting services because of its professional skill and experience.
NOW, THEREFORE, in consideration of the foregoing and the mutual covenants and
agreements set forth in this Agreement, the Client and the Consultant, intending to be legally bound, do hereby agree as follows: 1. CONSULTING SERVICES. The Consultant agrees to provide the following
professional services to the Client as detailed in Exhibit A (a copy of which is attached hereto and
incorporated herein by reference) (the “Services”): 2. TERM. The Consultant’s engagement and provision of Services will commence upon the Execution Date as set forth above. The Consultant’s engagement and this Agreement
will terminate automatically on the third anniversary of the Execution Date (the “Term”) unless
earlier terminated as provided in Section 6 below. At the end of the Term, the Client and Consultant may agree to extend the Term through a mutually executed amendment to this Agreement. 3. CONSULTING FEE.
A. Consulting Fee. In consideration for providing the Services, the Client agrees to pay the Consultant a
consulting fee (the “Consulting Fee”) in an amount equal to $177,000 over the Term. The Consulting Fee will be paid in installments of immediately available funds as follows:
Contract Period Payment Date Payment Amount
Year One Within 30 days of execution of this Agreement
$57,000
Year Two On or before the 1st anniversary of the Execution Date $60,000
Year Three On or before the 2nd anniversary of the Execution Date $60,000
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B. Payment Default. If the Client fails to pay any portion of the Consulting Fee on the requisite payment date, Consultant may, upon five (5) business days’ notice to Client of Client’s failure to pay the Consulting Fee as required on the requisite payment date and Client’s failure to pay such required amount within such period, immediately cease all Services identified in Exhibit A. Additionally, from the date due until paid, the delinquent amount shall bear interest at the rate of one and one-half percent (1.5%) per month. 4. CLIENT INFORMATION AND ACCESS.
A. To the extent permitted by law, the Client will provide the Consultant with access to relevant personnel, facilities, records, reports, and other information (including any information specified in the Consultant’s proposal to the Client) accessible by the Client that is not confidential the Consultant may reasonably request from time-to-time during the Term which is reasonably necessary for Consultant’s performance of the Services. The Client acknowledges and agrees that the Consultant’s scheduled delivery of the Services may depend on receiving requested information by a reasonably requested deadline. Consultant will keep any information received from Client confidential and will not disclose such information to any third parties unless required to perform the Services (upon receipt of Client’s consent of such disclosure), or if required by applicable law. B. To facilitate such access and Consultant’s delivery of the Services, the Client will designate in writing a client representative, (the “Client Representative”), which may be changed at any time by Client upon sending a new written designation to Consultant. The Client Representative will have the responsibilities of the Client’s Point of Contact as set forth in Exhibit A. C. The Client hereby authorizes the Client Representative (i) to act on behalf of the Client in the day-to-day
administration and operation of this Agreement..
5. INTELLECTUAL PROPERTY. As part of the Services, the Consultant will prepare periodic and final reports including demographic and other research reports that will become the
property of the Client upon delivery from the Consultant. Any other reports, memoranda,
electronic mail, facsimile transmissions, or other written documents prepared or used by the Consultants in connection with the Services will remain the property of the Consultant, unless any such document is considered a public record in accordance with applicable law. With the Consultant’s prior permission, the Client may use other information provided by the Consultant,
such as specifics related to retailers, developers, site information or other “confidential
information” for internal purposes while taking reasonable steps to so limit the use of such materials and maintain its confidentiality, in accordance with applicable law. 6. TERMINATION.
A. By the Client At-Will. The Client may terminate this Agreement at any time for any or no reason upon delivery of 30 days’ prior written notice to the Consultant. Any portion of the Consulting Fee paid prior to such termination of this Agreement is earned when paid and nonrefundable.
B. By the Client Upon the Consultant’s Default. The Client may notify the Consultant if the Client determines Consultant has breached this Agreement and Client desires to terminate the Agreement. The Consultant will have 15 days following receipt of such notice to cure any alleged breach. If the Consultant fails to cure any alleged breach within that 15-day period, then the Client may terminate this Agreement.
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Within 30 days of such termination of this Agreement, the Consultant will refund a pro rata portion of the installment of the Consulting Fee previously paid for the contract period during which such termination occurs based upon the number of days remaining in such contract period. C. By the Consultant At-Will. The Consultant may terminate this Agreement at any time for any or no reason upon delivery of 30 days’ prior written notice to the Client. Within 30 days of such termination of this Agreement, the Consultant will refund a pro rata portion of the installment of the Consulting Fee previously paid for the period during which such termination occurs based upon the number of days remaining in such period. D. By the Consultant Upon the Client’s Default. The Consultant may notify the Client within 90 days of the day that the Consultant knows or should have known that the Client breached this Agreement. The Client will have 30 days following receipt of such notice to cure any alleged breach. If the Client fails to cure any alleged breach within that 30-day period, then the Consultant may terminate this Agreement. Any portion of the Consulting Fee paid prior to such termination of this Agreement is earned when paid and nonrefundable.
7. NOTICES. Any notice or communication in connection with this Agreement will be in
writing and either delivered personally, sent by certified or registered mail, postage prepaid, or
delivered by a recognized overnight courier service: Client: Union County, NC 500 North Main Street
Monroe, NC 28112
Attention: County Manager Consultant: Retail Strategies, LLC 2200 Magnolia Ave. South, Suite 100
Birmingham, AL 35205
Email: sleara@retailstrategies.com Fax: (205) 313-3677 Attention: Stephen P. Leara, Esq – EVP | General Counsel
or to such other address as may be furnished in writing by either party in the preceding manner.
Notice shall be deemed to have been properly given for all purposes: (i) if sent by a nationally recognized overnight carrier for next business day delivery, on the first business day following deposit of such notice with such carrier, (ii) if personally delivered, on the actual date of delivery, or (iii) if sent by certified U.S. Mail, return receipt requested postage prepaid, on the third business
day following the date of mailing.
8. INDEPENDENT CONTRACTOR. The Consultant, in its capacity as a professional consultant to the Client, is and will be at all times an independent contractor. The Consultant does not have the express, implied or apparent authority either (A) to act as the Client’s agent or legal
representative, or (B) to legally bind the Client, its officers, agents or employees.
9. STANDARD TERMS.
A. Affiliated Services: Client acknowledges that affiliates of consultant act in the capacity of a real estate brokerage service business and may earn fees for services including brokerage, development, leasing and
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management fees in the performance of such affiliates services which may encompass a portion of the Project. In no event will the Client be responsible for any such fees, to the extent they are earned pursuant to this paragraph. B. Applicable Laws: The Consultant will abide by all laws, rules and regulations applicable to the provision of the Services. C. Insurance: The Consultant will carry insurance as set forth in Exhibit B hereto.
D. Third Party Beneficiaries: This Agreement is for the sole benefit of the parties to this Agreement and their
permitted successors and assigns. Nothing in this Agreement, whether express or implied, is intended to or will confer upon any other person or entity any legal or equitable right, benefit, or remedy of any nature whatsoever under or by reason of this Agreement.
E. Publicity: The Client agrees that the Consultant may, from time-to-time, use the Client’s name, logo and other identifying information on the Consultant’s website and in marketing and sales materials, only upon
Client’s prior consent.
F. Entire Agreement: This Agreement, together with any exhibits or amendments hereto, constitutes the entire agreement of the parties, as a complete and final integration thereof with respect to its subject matter. Any
prior written or oral understandings and agreements between the parties are merged into this Agreement, which alone fully and completely expresses their understanding. No representation, warranty, or covenant made by any party which is not contained in this Agreement or expressly referred to herein has been relied on by any party in entering into this Agreement.
G. Further Assurances: Each party hereby agrees to perform any further acts and to execute and deliver any
documents which may be reasonably necessary to carry out the provisions of this Agreement.
H. Force Majeure: Neither party to this Agreement will hold the other party responsible for damages or delay in performance caused by acts of God, strikes, lockouts or other circumstances beyond the reasonable control
of the other or the other party’s employees, agents or contractors.
I. Amendment in Writing: This Agreement may not be amended, modified, altered, changed, terminated, or waived in any respect whatsoever, except by a further agreement in writing, properly executed by a duly authorized officer of the Consultant and the Client Representative, acting for and on behalf of the Client.
J. Binding Effect: This Agreement will bind the parties and their respective successors and assigns. If any provision in this Agreement will be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not in any way be affected or impaired thereby.
K. Captions: The captions of this Agreement are for convenience and reference only, are not a part of this
Agreement and in no way define, describe, extend, or limit the scope or intent of this Agreement.
L. Construction: This Agreement will be construed in its entirety according to its plain meaning and will not be construed against the party who provided or drafted it.
M. Prohibition on Assignment: No party to this Agreement may assign its interests or obligations hereunder without the written consent of the other party obtained in advance of any such assignment. No such
assignment will in any manner whatsoever relieve any party from its obligations and duties hereunder and such assigning party will in all respects remain liable hereunder irrespective of such assignment.
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N. Waiver: Non-enforcement of any provision of this Agreement by either party will not constitute a waiver of that provision, nor will it affect the enforceability of that provision or of the remaining terms and conditions of this Agreement.
O. Survival: Section 5 and Section 9(H) will survive termination of this Agreement.
P. Counterparts; Electronic Transmission: This Agreement may be executed in counterparts, each of which will be deemed to be an original, and such counterparts will, together, constitute and be one and the same
instrument. A signed copy of this Agreement delivered by telecopy, electronic transmission or other similar means will be deemed to have the same legal effect as delivery of an original signed copy of this Agreement.
Q. Client Standard Terms: Consultant and Client agree to the terms set forth in Exhibit B, which is attached
and incorporated herein by reference.
[SIGNATURE PAGES FOLLOW]
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IN WITNESS WHEREOF, the Client and the Consultant have caused this Agreement to
be executed by their duly authorized officers to be effective as of the Executed Date.
CLIENT: Union County, NC
By:
Name: Title: Date:
CONSULTANT:
RETAIL STRATEGIES, LLC By:
Name:
Title: Date:
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EXHIBIT A I. CONSULTANT AGREEMENT
This section outlines what Retail Strategies (the “Consultant”) will provide to the Union County, NC (the
“Client”). A. Research 1. Update Retail trade area using political boundaries, drive times, and radii and custom boundary geographies as needed. 2. Update GAP analysis for trade area (i.e. leakage and surplus) as needed and requested
by Client.
3. Update Retail peer market analysis as needed and requested by Client. 4. Update Tapestry lifestyles – psychographic profile of trade area/market segmentation analysis as needed and requested by Client. 5. Update Aerial imagery by trade area. 6. Continued identification of retail prospects to be targeted for recruitment.
7. Monthly updates provided on retail industry trends. 8. Custom on-demand demographic research – historical, current, and projected demographics – to include market trade areas by radius/drive time, and custom trade area. B. Real Estate Analysis 1. Continued monitoring of priority commercial properties for development, re- development, and highest and best use opportunities. 2. Continued identification of priority business categories for recruitment and/or local expansion.
3. Monitor existing shopping centers and retail corridors.
4. Active outreach to local brokers and landowners. C. Retail Recruitment 1. Pro-active retail recruitment for targeted zones.
2. Consultant will contact a minimum of 30 retailers, restaurants, brokers and/or
developers 3. Updates on new activity will be provided to the Client’s designated primary point of contact (Sec. II-A) via Basecamp, telephone, or email on a monthly and/or as- needed basis, as determined by Client
4. One market visit per calendar year included in the Agreement. Any additional travel
outside of the Agreement shall be approved and paid for by the Client via an amendment to this Agreement or a separate Agreement. 5. ICSC conference representation- updates provided to Client according to the yearly conference schedule.
79
EXHIBIT A (Continued)
II. CLIENT AGREEMENT
This section outlines certain Client responsibilities under the Agreement.
A. Point of Contact 1. One individual shall be specifically designated by Client and identified to
Consultant as the primary point of contact (“POC”).
2. POC will primarily be responsible as the Client’s contact point for Consultant, and will be responsible for regular communications between Client and Consultant. 3. POC will have access to Basecamp and will post messages and on –going local
updates in a timely manner.
B. Information and Material Requested by Consultant: 1. Consultant will provide POC with reasonable notice before materials and other information that Consultant requests from Client are needed by Consultant
2. Client understands that Consultant’s ability to stay on schedule may depend on
receiving requested information by a reasonably requested deadline 3. Client will endeavor to provide Consultant with ongoing updates related to known certain, likely, or rumored growth and development events within Union County that may have a significant economic impact in Union County.
4. Clientwill inform Consultant of any plans to attend ICSC conferences, proving
Consultant ample time to assist in planning as requested by Client C. Information and Material Requested by Client: 1. Client will provide Consultant with no less than 3 business days’ notice before a full
update is needed
8
80
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-524 Agenda Date:9/2/2025
TITLE:..title
Tax Bill Correction Report for July 2025
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624
ACTION REQUESTED:
Approve Tax Bill Correction Reports for July 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of CountyCommissioners is authorized to make and approve certain changes to property tax records. Approval
of such changes may result in either a release, refund, or discovery of ad valorem taxes. Theattached report provides detailed information on all tax bills that were modified. Included in the report
for each correction is the parcel number or property key, owner name, reason for the change, originalvalue, original tax, corrected value, corrected tax, and refund, if applicable.
FINANCIAL IMPACT:
July Refund amount = $4,512.65
Union County, NC Printed on 8/19/2025Page 1 of 1
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Union CountyCorrection Listing ReportPage 1 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,212.784,105.371,892.5901063004 RE 2025 7/31/2025 374,400 812,140 437,7400.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,892.59 4,105.37 2,212.782025000061SHEFFIELD, JENELLPublic Notes:1,029.382,745.991,716.6101063004 RE 2024 7/31/2025 265,400 424,550 159,1500.000.00 0.00ValueLLTaxINT66.910.00 66.910.00PUV ROLLBACKTax TTL1,716.61 2,812.90 1,096.292025000061SHEFFIELD, JENELLPublic Notes:996.922,659.391,662.4701063004 RE 2023 7/31/2025 265,400 424,550 159,1500.000.00 0.00ValueLLTaxINT154.520.00 154.520.00PUV ROLLBACKTax TTL1,662.47 2,813.91 1,151.442025000061SHEFFIELD, JENELLPublic Notes:996.922,659.391,662.4701063004 RE 2022 7/31/2025 265,400 424,550 159,1500.000.00 0.00ValueLLTaxINT244.250.00 244.250.00PUV ROLLBACKTax TTL1,662.47 2,903.64 1,241.172025000061SHEFFIELD, JENELLPublic Notes:197.145,201.185,004.0401153009 RE 2024 7/7/2025 773,660 804,140 30,4800.000.00 0.00ValueLLTaxINT12.810.00 12.810.00PUV ROLLBACKTax TTL5,004.04 5,213.99 209.952025000018HARRINGTON, SHANNON BRANTL& HARRINGTON, LARRY CAMERPublic Notes:190.935,037.144,846.2101153009 RE 2023 7/7/2025 773,660 804,140 30,4800.000.00 0.00ValueLLTaxINT29.600.00 29.600.00PUV ROLLBACKTax TTL4,846.21 5,066.74 220.532025000018HARRINGTON, SHANNON BRANTL& HARRINGTON, LARRY CAMERPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated82
Union CountyCorrection Listing ReportPage 2 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal190.935,037.144,846.2101153009 RE 2022 7/7/2025 773,660 804,140 30,4800.000.00 0.00ValueLLTaxINT46.780.00 46.780.00PUV ROLLBACKTax TTL4,846.21 5,083.92 237.712025000018HARRINGTON, SHANNON BRANTL& HARRINGTON, LARRY CAMERPublic Notes:49.1752.443.2704042006G RE 2024 7/7/2025 500 8,020 7,5200.000.00 0.00ValueLLTaxINT3.190.00 3.190.00PUV ROLLBACKTax TTL3.27 55.63 52.362025000015WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:48.3251.533.2104042006G RE 2023 7/7/2025 500 8,020 7,5200.000.00 0.00ValueLLTaxINT7.490.00 7.490.00PUV ROLLBACKTax TTL3.21 59.02 55.812025000015WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:48.3251.533.2104042006G RE 2022 7/7/2025 500 8,020 7,5200.000.00 0.00ValueLLTaxINT11.840.00 11.840.00PUV ROLLBACKTax TTL3.21 63.37 60.162025000015WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:9.582,647.182,637.6004069003A RE 2024 7/7/2025 412,900 414,400 1,5000.000.00 0.00ValueLLTaxINT0.620.00 0.620.00PUV ROLLBACKTax TTL2,637.60 2,647.80 10.202025000014WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:9.342,580.882,571.5404069003A RE 2023 7/7/2025 412,900 414,400 1,5000.000.00 0.00ValueLLTaxINT1.450.00 1.450.00PUV ROLLBACKTax TTL2,571.54 2,582.33 10.792025000014WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated83
Union CountyCorrection Listing ReportPage 3 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal9.342,580.882,571.5404069003A RE 2022 7/7/2025 412,900 414,400 1,5000.000.00 0.00ValueLLTaxINT2.290.00 2.290.00PUV ROLLBACKTax TTL2,571.54 2,583.17 11.632025000014WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:32.0774.8742.8004096001B RE 2024 7/9/2025 6,700 11,720 5,0200.000.00 0.00ValueLLTaxINT2.080.00 2.080.00PUV ROLLBACKTax TTL42.80 76.95 34.152025000031LONG, JEFFREY RPublic Notes:31.2672.9941.7304096001B RE 2023 7/9/2025 6,700 11,720 5,0200.000.00 0.00ValueLLTaxINT4.850.00 4.850.00PUV ROLLBACKTax TTL41.73 77.84 36.112025000031LONG, JEFFREY RPublic Notes:31.2672.9941.7304096001B RE 2022 7/9/2025 6,700 11,720 5,0200.000.00 0.00ValueLLTaxINT7.660.00 7.660.00PUV ROLLBACKTax TTL41.73 80.65 38.922025000031LONG, JEFFREY RPublic Notes:205.052,908.462,703.4104114001 RE 2024 7/14/2025 423,200 455,300 32,1000.000.00 0.00ValueLLTaxINT13.330.00 13.330.00PUV ROLLBACKTax TTL2,703.41 2,921.79 218.382025000056ROBERTS, VIVIAN& ROBERTS, JAMES EPublic Notes:199.922,835.612,635.6904114001 RE 2023 7/14/2025 423,200 455,300 32,1000.000.00 0.00ValueLLTaxINT30.990.00 30.990.00PUV ROLLBACKTax TTL2,635.69 2,866.60 230.912025000056ROBERTS, VIVIAN& ROBERTS, JAMES EPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated84
Union CountyCorrection Listing ReportPage 4 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal199.922,835.612,635.6904114001 RE 2022 7/14/2025 423,200 455,300 32,1000.000.00 0.00ValueLLTaxINT48.980.00 48.980.00PUV ROLLBACKTax TTL2,635.69 2,884.59 248.902025000056ROBERTS, VIVIAN& ROBERTS, JAMES EPublic Notes:11.05309.37298.3204144009C RE 2024 7/15/2025 46,700 48,430 1,7300.000.00 0.00ValueLLTaxINT0.720.00 0.720.00PUV ROLLBACKTax TTL298.32 310.09 11.772025000058MEDLIN, TOMMY RAYPublic Notes:10.77301.62290.8504144009C RE 2023 7/15/2025 46,700 48,430 1,7300.000.00 0.00ValueLLTaxINT1.670.00 1.670.00PUV ROLLBACKTax TTL290.85 303.29 12.442025000058MEDLIN, TOMMY RAYPublic Notes:10.77301.62290.8504144009C RE 2022 7/15/2025 46,700 48,430 1,7300.000.00 0.00ValueLLTaxINT2.640.00 2.640.00PUV ROLLBACKTax TTL290.85 304.26 13.412025000058MEDLIN, TOMMY RAYPublic Notes:278.041,050.66772.6208060010 01 RE 2023 7/7/2025 121,042 164,602 43,5600.000.00 0.00ValueLLTaxINT43.100.00 43.100.00PUV ROLLBACKTax TTL772.62 1,093.76 321.142025000017Public Notes:278.041,050.66772.6208060010 01 RE 2022 7/7/2025 121,042 164,602 43,5600.000.00 0.00ValueLLTaxINT68.120.00 68.120.00PUV ROLLBACKTax TTL772.62 1,118.78 346.162025000017Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated85
Union CountyCorrection Listing ReportPage 5 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal360.46629.20268.7408060010D RE 2024 7/7/2025 40,200 94,120 53,9200.000.00 0.00ValueLLTaxINT23.430.00 23.430.00PUV ROLLBACKTax TTL268.74 652.63 383.892025000016LOVE, RONNIE& LOVE, NEVELEPublic Notes:Tax 40,216.02 47,853.70 7,637.68Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.006,443,864 7,735,144 1,291,280Tax TTL 40,216.02 48,683.02 8,467.00 0.00INT 0.00 829.32 829.32Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00410099 PP 2024 7/14/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL0.00 0.00 0.002025000053HENSON, CHRISTYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated86
Union CountyCorrection Listing ReportPage 6 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00410099 PP 2023 7/14/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL0.00 0.00 0.002025000053HENSON, CHRISTYPublic Notes:0.000.000.00410099 PP 2022 7/14/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL0.00 0.00 0.002025000053HENSON, CHRISTYPublic Notes:0.000.000.00410099 PP 2021 7/14/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL0.00 0.00 0.002025000053HENSON, CHRISTYPublic Notes:0.000.000.00416315 PP 2024 7/8/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000026GARY ROSEPublic Notes:0.000.000.00416315 PP 2023 7/8/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000026GARY ROSEPublic Notes:0.000.000.00416315 PP 2022 7/8/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000026GARY ROSEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated87
Union CountyCorrection Listing ReportPage 7 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00416315 PP 2021 7/8/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000026GARY ROSEPublic Notes:0.000.000.00416315 PP 2020 7/8/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000026GARY ROSEPublic Notes:Tax 0.00 0.00 0.00Totals for Type Tax Type Change - Discovery : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated88
Union CountyCorrection Listing ReportPage 8 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal8.39539.86531.47367340 PP 2024 7/8/2025 48,736 49,506 7701.680.00 1.68ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL531.47 541.54 10.072025000029MORRISON, ROBERT MPublic Notes:8.84422.54413.70367340 PP 2023 7/8/2025 37,937 38,747 8102.650.00 2.65ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL413.70 425.19 11.492025000029MORRISON, ROBERT MPublic Notes:9.30177.29167.99367340 PP 2022 7/8/2025 15,405 16,258 8533.720.00 3.72ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL167.99 181.01 13.022025000029MORRISON, ROBERT MPublic Notes:9.79186.45176.66367340 PP 2021 7/8/2025 16,200 17,098 8984.9017.67 22.57ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL194.33 209.02 14.692025000029MORRISON, ROBERT MPublic Notes:702.551,127.77425.22407297 PP 2024 7/7/2025 51,448 136,451 85,003140.510.00 140.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL425.22 1,268.28 843.062025000022AUSTIN BUSINESS FORMS INCPublic Notes:737.931,269.36531.43407297 PP 2023 7/7/2025 64,745 154,649 89,904221.380.00 221.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL531.43 1,490.74 959.312025000022AUSTIN BUSINESS FORMS INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated89
Union CountyCorrection Listing ReportPage 9 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal749.551,234.64485.09407297 PP 2022 7/7/2025 59,100 150,419 91,319299.8248.51 348.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL533.60 1,582.97 1,049.372025000022AUSTIN BUSINESS FORMS INCPublic Notes:329.97888.24558.27407297 PP 2021 7/7/2025 68,065 108,296 40,231164.9955.83 220.82ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL614.10 1,109.06 494.962025000022AUSTIN BUSINESS FORMS INCPublic Notes:656.951,006.77349.82407297 PP 2020 7/7/2025 36,038 103,716 67,678394.1734.98 429.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL384.80 1,435.92 1,051.122025000022AUSTIN BUSINESS FORMS INCPublic Notes:69.859,170.459,100.60407516 PP 2024 7/7/2025 1,407,019 1,417,818 10,79913.970.00 13.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,100.60 9,184.42 83.822025000021BAUCOM, KENNETHPublic Notes:1,195.095,697.014,501.92407516 PP 2022 7/7/2025 718,698 909,485 190,787478.040.00 478.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,501.92 6,175.05 1,673.132025000021BAUCOM, KENNETHPublic Notes:201.984,816.394,614.41407516 PP 2021 7/7/2025 710,346 741,439 31,093100.990.00 100.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,614.41 4,917.38 302.972025000021BAUCOM, KENNETHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated90
Union CountyCorrection Listing ReportPage 10 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal951.587,021.086,069.50407516 PP 2020 7/7/2025 782,152 904,778 122,626570.950.00 570.95ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,069.50 7,592.03 1,522.532025000021BAUCOM, KENNETHPublic Notes:399.687,302.696,903.01407875 PP 2024 7/7/2025 1,067,255 1,129,049 61,79467.210.00 67.21ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,903.01 7,369.90 466.892025000013BROOK FARMSPublic Notes:445.215,990.045,544.83407875 PP 2023 7/7/2025 885,190 956,264 71,074113.28554.48 667.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,099.31 6,657.80 558.492025000013BROOK FARMSPublic Notes:395.024,325.673,930.65407875 PP 2022 7/7/2025 627,498 690,561 63,063130.05393.07 523.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,323.72 4,848.79 525.072025000013BROOK FARMSPublic Notes:364.474,319.823,955.35407875 PP 2021 7/7/2025 630,234 688,308 58,074148.35395.54 543.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,350.89 4,863.71 512.822025000013BROOK FARMSPublic Notes:457.636,178.895,721.26407875 PP 2020 7/7/2025 726,233 784,322 58,089274.58572.13 846.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,293.39 7,025.60 732.212025000013BROOK FARMSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated91
Union CountyCorrection Listing ReportPage 11 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal243.044,443.584,200.54407916 PP 2024 7/7/2025 501,976 531,021 29,04548.610.00 48.61ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,200.54 4,492.19 291.652025000024BUILDER SERVICES GROUP INCPublic Notes:183.562,555.772,372.21407916 PP 2023 7/7/2025 287,471 309,715 22,24455.070.00 55.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,372.21 2,610.84 238.632025000024BUILDER SERVICES GROUP INCPublic Notes:317.992,852.332,534.34407916 PP 2022 7/7/2025 313,928 353,317 39,389127.200.00 127.20ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,534.34 2,979.53 445.192025000024BUILDER SERVICES GROUP INCPublic Notes:75.712,514.732,439.02407916 PP 2021 7/7/2025 302,420 311,808 9,38837.86243.90 281.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,682.92 2,796.49 113.572025000024BUILDER SERVICES GROUP INCPublic Notes:38.412,776.432,738.02407916 PP 2020 7/7/2025 282,561 286,525 3,96423.050.00 23.05ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,738.02 2,799.48 61.462025000024BUILDER SERVICES GROUP INCPublic Notes:83.921,851.171,767.25408243 PP 2024 7/14/2025 145,861 152,787 6,92616.780.00 16.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,767.25 1,867.95 100.702025000049CAROLINA RESTAURANT GROUPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated92
Union CountyCorrection Listing ReportPage 12 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal65.731,545.441,479.71408243 PP 2023 7/14/2025 129,221 134,961 5,74019.720.00 19.72ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,479.71 1,565.16 85.452025000049CAROLINA RESTAURANT GROUPPublic Notes:65.731,689.061,623.33408243 PP 2022 7/14/2025 141,763 147,503 5,74026.290.00 26.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,623.33 1,715.35 92.022025000049CAROLINA RESTAURANT GROUPPublic Notes:61.712,048.751,987.04408243 PP 2021 7/14/2025 173,936 179,337 5,40130.850.00 30.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,987.04 2,079.60 92.562025000049CAROLINA RESTAURANT GROUPPublic Notes:62.592,671.182,608.59408243 PP 2020 7/14/2025 196,845 201,568 4,72337.550.00 37.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,608.59 2,708.73 100.142025000049CAROLINA RESTAURANT GROUPPublic Notes:222.1411,648.5111,426.37408271 PP 2024 7/7/2025 1,727,081 1,760,658 33,57744.430.00 44.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL11,426.37 11,692.94 266.572025000020CAROLINA WOOD PRODUCTS OFPublic Notes:1,121.1511,366.6510,245.50408271 PP 2023 7/7/2025 1,563,960 1,735,102 171,142336.350.00 336.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL10,245.50 11,703.00 1,457.502025000020CAROLINA WOOD PRODUCTS OFPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated93
Union CountyCorrection Listing ReportPage 13 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,028.8011,011.129,982.32408271 PP 2022 7/7/2025 1,523,785 1,680,830 157,045411.520.00 411.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,982.32 11,422.64 1,440.322025000020CAROLINA WOOD PRODUCTS OFPublic Notes:157.9611,602.7111,444.75408271 PP 2021 7/7/2025 1,754,254 1,778,466 24,21278.980.00 78.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL11,444.75 11,681.69 236.942025000020CAROLINA WOOD PRODUCTS OFPublic Notes:316.501,404.541,088.04408356 PP 2024 7/14/2025 126,885 163,795 36,91063.300.00 63.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,088.04 1,467.84 379.802025000057CBS NUCLEAR SERVICESPublic Notes:482.071,413.69931.62408356 PP 2023 7/14/2025 113,363 172,024 58,661144.6393.16 237.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,024.78 1,651.48 626.702025000057CBS NUCLEAR SERVICESPublic Notes:11.891,032.571,020.68408356 PP 2022 7/14/2025 124,201 125,647 1,4464.76102.07 106.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,122.75 1,139.40 16.652025000057CBS NUCLEAR SERVICESPublic Notes:159.136,196.296,037.16408421 PP 2024 7/14/2025 553,614 568,206 14,59231.830.00 31.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,037.16 6,228.12 190.962025000044CHARLOTTE EYE EAR NOSE & TPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated94
Union CountyCorrection Listing ReportPage 14 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal159.114,947.174,788.06408421 PP 2023 7/14/2025 439,070 453,661 14,59147.730.00 47.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,788.06 4,994.90 206.842025000044CHARLOTTE EYE EAR NOSE & TPublic Notes:159.125,275.325,116.20408421 PP 2022 7/14/2025 469,161 483,752 14,59163.640.00 63.64ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,116.20 5,338.96 222.762025000044CHARLOTTE EYE EAR NOSE & TPublic Notes:159.114,984.144,825.03408421 PP 2021 7/14/2025 442,460 457,051 14,59179.57482.50 562.07ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,307.53 5,546.21 238.682025000044CHARLOTTE EYE EAR NOSE & TPublic Notes:196.575,873.195,676.62408421 PP 2020 7/14/2025 421,364 435,955 14,591117.940.00 117.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,676.62 5,991.13 314.512025000044CHARLOTTE EYE EAR NOSE & TPublic Notes:3,011.9944,165.8241,153.83409004 PP 2024 7/14/2025 3,773,850 4,050,052 276,202602.400.00 602.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL41,153.83 44,768.22 3,614.392025000050CYRIL BATH COMPANYPublic Notes:3,305.8449,226.5445,920.70409004 PP 2023 7/14/2025 4,210,977 4,514,126 303,149991.750.00 991.75ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL45,920.70 50,218.29 4,297.592025000050CYRIL BATH COMPANYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated95
Union CountyCorrection Listing ReportPage 15 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,416.0347,911.1744,495.14409004 PP 2022 7/14/2025 4,080,251 4,393,505 313,2541,366.410.00 1,366.41ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL44,495.14 49,277.58 4,782.442025000050CYRIL BATH COMPANYPublic Notes:3,305.8346,747.5643,441.73409004 PP 2021 7/14/2025 3,983,652 4,286,801 303,1491,652.920.00 1,652.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL43,441.73 48,400.48 4,958.752025000050CYRIL BATH COMPANYPublic Notes:2,155.4359,482.8557,327.42409004 PP 2020 7/14/2025 4,255,301 4,415,295 159,9941,293.260.00 1,293.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL57,327.42 60,776.11 3,448.692025000050CYRIL BATH COMPANYPublic Notes:98.8398.830.00410099 PP 2024 7/14/2025 0 14,880 14,8809.880.00 9.88ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 108.71 108.712025000054HENSON, CHRISTYPublic Notes:97.5297.520.00410099 PP 2023 7/14/2025 0 14,880 14,8809.750.00 9.75ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 107.27 107.272025000054HENSON, CHRISTYPublic Notes:97.5297.520.00410099 PP 2022 7/14/2025 0 14,880 14,8809.750.00 9.75ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 107.27 107.272025000054HENSON, CHRISTYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated96
Union CountyCorrection Listing ReportPage 16 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal96.9096.900.00410099 PP 2021 7/14/2025 0 14,880 14,8809.690.00 9.69ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 106.59 106.592025000054HENSON, CHRISTYPublic Notes:2,174.763,572.961,398.20411942 PP 2024 7/14/2025 169,643 433,507 263,864434.96139.82 574.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,538.02 4,147.74 2,609.722025000048M & J ELECTRIC OF WICHITAPublic Notes:2,531.263,821.091,289.83411942 PP 2023 7/14/2025 157,854 467,640 309,786759.40128.98 888.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,418.81 4,709.47 3,290.662025000048M & J ELECTRIC OF WICHITAPublic Notes:1,530.852,924.951,394.10411942 PP 2022 7/14/2025 170,616 357,967 187,351612.33139.41 751.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,533.51 3,676.69 2,143.182025000048M & J ELECTRIC OF WICHITAPublic Notes:22.491,578.651,556.16411950 PP 2024 7/7/2025 243,455 246,972 3,5174.500.00 4.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,556.16 1,583.15 26.992025000012M & M TECHNOLOGY INCPublic Notes:142.122,176.532,034.41411950 PP 2020 7/7/2025 260,956 279,185 18,22947.650.00 47.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,034.41 2,224.18 189.772025000012M & M TECHNOLOGY INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated97
Union CountyCorrection Listing ReportPage 17 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal585.291,930.861,345.57413110 PP 2024 7/14/2025 123,390 177,062 53,672117.060.00 117.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,345.57 2,047.92 702.352025000046PAPA JOHNS INTERNATIONAL IPublic Notes:222.221,146.36924.14413110 PP 2023 7/14/2025 84,745 105,122 20,37766.660.00 66.66ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL924.14 1,213.02 288.882025000046PAPA JOHNS INTERNATIONAL IPublic Notes:156.82921.82765.00413110 PP 2022 7/14/2025 70,151 84,532 14,38162.730.00 62.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL765.00 984.55 219.552025000046PAPA JOHNS INTERNATIONAL IPublic Notes:142.58944.06801.48413110 PP 2021 7/14/2025 73,497 86,571 13,07471.290.00 71.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL801.48 1,015.35 213.872025000046PAPA JOHNS INTERNATIONAL IPublic Notes:164.821,086.40921.58413110 PP 2020 7/14/2025 68,407 80,641 12,23498.890.00 98.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL921.58 1,185.29 263.712025000046PAPA JOHNS INTERNATIONAL IPublic Notes:780.571,369.47588.90414701 PP 2024 7/7/2025 88,159 205,011 116,852156.1258.89 215.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL647.79 1,584.48 936.692025000019STARLING CONSTRUCTION INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated98
Union CountyCorrection Listing ReportPage 18 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal849.941,453.73603.79414701 PP 2023 7/7/2025 91,915 221,301 129,386254.980.00 254.98ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL603.79 1,708.71 1,104.922025000019STARLING CONSTRUCTION INCPublic Notes:578.981,193.73614.75414701 PP 2022 7/7/2025 93,584 181,721 88,137231.590.00 231.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL614.75 1,425.32 810.572025000019STARLING CONSTRUCTION INCPublic Notes:321.66875.99554.33414701 PP 2021 7/7/2025 84,244 133,129 48,885160.8455.43 216.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL609.76 1,092.26 482.502025000019STARLING CONSTRUCTION INCPublic Notes:451.00909.16458.16414701 PP 2020 7/7/2025 56,237 111,595 55,358270.600.00 270.60ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL458.16 1,179.76 721.602025000019STARLING CONSTRUCTION INCPublic Notes:73.162,873.772,800.61416269 PP 2024 7/14/2025 256,819 263,528 6,7096.650.00 6.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,800.61 2,880.42 79.812025000051FIRST NATIONAL BANKPublic Notes:44.312,702.312,658.00416269 PP 2023 7/14/2025 243,741 247,805 4,0644.550.00 4.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,658.00 2,706.86 48.862025000051FIRST NATIONAL BANKPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated99
Union CountyCorrection Listing ReportPage 19 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal40.652,536.512,495.86416269 PP 2022 7/14/2025 228,873 232,601 3,7286.440.00 6.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,495.86 2,542.95 47.092025000051FIRST NATIONAL BANKPublic Notes:41.612,640.492,598.88416269 PP 2021 7/14/2025 238,320 242,136 3,8168.520.00 8.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,598.88 2,649.01 50.132025000051FIRST NATIONAL BANKPublic Notes:44.973,123.563,078.59416269 PP 2020 7/14/2025 228,518 231,856 3,33813.330.00 13.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,078.59 3,136.89 58.302025000051FIRST NATIONAL BANKPublic Notes:16.731,305.201,288.47416270 PP 2024 7/14/2025 155,895 157,919 2,0240.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,288.47 1,305.20 16.732025000045FIRST NATIONAL BANKPublic Notes:372.23372.230.00416315 PP 2024 7/8/2025 0 45,037 45,0370.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 372.23 372.232025000027GARY ROSEPublic Notes:312.01312.010.00416315 PP 2023 7/8/2025 0 38,013 38,0130.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 312.01 312.012025000027GARY ROSEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated100
Union CountyCorrection Listing ReportPage 20 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal309.42309.420.00416315 PP 2022 7/8/2025 0 37,697 37,6970.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 309.42 309.422025000027GARY ROSEPublic Notes:24.7524.750.00416315 PP 2021 7/8/2025 0 3,018 3,0180.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 24.75 24.752025000027GARY ROSEPublic Notes:27.5627.560.00416315 PP 2020 7/8/2025 0 2,839 2,8392.760.00 2.76ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 30.32 30.322025000027GARY ROSEPublic Notes:34.3142.538.22596792 PP 2024 7/14/2025 1,310 6,775 5,4656.860.00 6.86ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL8.22 49.39 41.172025000047WINSTON, AARON RONALDPublic Notes:35.9848.7612.78596792 PP 2023 7/14/2025 2,043 7,796 5,75310.790.00 10.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL12.78 59.55 46.772025000047WINSTON, AARON RONALDPublic Notes:19.26114.3295.06606041 PP 2024 7/14/2025 14,069 16,919 2,8503.850.00 3.85ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL95.06 118.17 23.112025000043BAKER, JIMMY SHAWNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated101
Union CountyCorrection Listing ReportPage 21 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal174.57174.570.00657901 PP 2024 7/9/2025 0 17,026 17,02634.910.00 34.91ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 209.48 209.482025000030BARRE FOR LIFE LLCPublic Notes:190.86190.860.00657901 PP 2023 7/9/2025 0 18,806 18,80657.260.00 57.26ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 248.12 248.122025000030BARRE FOR LIFE LLCPublic Notes:202.05202.050.00657901 PP 2022 7/9/2025 0 19,908 19,90880.810.00 80.81ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 282.86 282.862025000030BARRE FOR LIFE LLCPublic Notes:216.66216.660.00657901 PP 2021 7/9/2025 0 21,382 21,382108.330.00 108.33ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 324.99 324.992025000030BARRE FOR LIFE LLCPublic Notes:37.7337.730.00658234 PP 2024 7/9/2025 0 5,680 5,6807.550.00 7.55ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 45.28 45.282025000032CAFFIEND LLCPublic Notes:104.72104.720.00661846 PP 2024 7/11/2025 0 15,665 15,66520.940.00 20.94ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 125.66 125.662025000041MODERN REVOLUTION LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated102
Union CountyCorrection Listing ReportPage 22 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal108.56108.560.00661846 PP 2023 7/11/2025 0 16,491 16,49132.570.00 32.57ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 141.13 141.132025000041MODERN REVOLUTION LLCPublic Notes:113.19113.190.00661846 PP 2022 7/11/2025 0 17,358 17,35845.280.00 45.28ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 158.47 158.472025000041MODERN REVOLUTION LLCPublic Notes:156.75156.750.00661846 PP 2021 7/11/2025 0 24,038 24,03878.380.00 78.38ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 235.13 235.132025000041MODERN REVOLUTION LLCPublic Notes:348.96348.960.00661859 PP 2024 7/14/2025 0 32,000 32,00069.790.00 69.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 418.75 418.752025000042SLOANE, PHILLIP RODNEYPublic Notes:5.795.790.00661895 PP 2024 7/10/2025 0 857 8571.160.00 1.16ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.95 6.952025000034MEER, JODI ANNPublic Notes:6.046.040.00661895 PP 2023 7/10/2025 0 903 9031.810.00 1.81ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7.85 7.852025000034MEER, JODI ANNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated103
Union CountyCorrection Listing ReportPage 23 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal6.366.360.00661895 PP 2022 7/10/2025 0 950 9502.540.00 2.54ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 8.90 8.902025000034MEER, JODI ANNPublic Notes:239.45239.450.00661909 PP 2024 7/7/2025 0 35,846 35,84647.890.00 47.89ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 287.34 287.342025000011MILLS, AMANDA KAYEPublic Notes:247.87247.870.00661909 PP 2023 7/7/2025 0 37,733 37,73374.360.00 74.36ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 322.23 322.232025000011MILLS, AMANDA KAYEPublic Notes:140.85140.850.00661913 PP 2024 7/10/2025 0 52,910 52,9100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 140.85 140.852025000037Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated104
Union CountyCorrection Listing ReportPage 24 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal114.01114.010.00661914 PP 2024 7/10/2025 0 42,830 42,8300.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 114.01 114.012025000036Public Notes:Tax 412,939.27 456,057.61 43,118.34Totals for Type Value Change - Discovery : ValueLL 3,516.37 18,518.01 15,001.6443,197,951 48,206,430 5,008,479Tax TTL 416,455.64 474,575.62 58,119.98 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.005,174.745,174.7402311003A RE 2024 7/11/2025 427,100 427,100 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL5,174.74 5,174.74 0.002025000038FLEMING, WILLIE CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated105
Union CountyCorrection Listing ReportPage 25 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,587.37)2,587.375,174.7402311003A RE 2024 7/11/2025 427,100 213,550 (213,550)0.000.00 0.00ValueLLTaxINT0.000.00 0.002,587.37EXEMPTIONSTATUS CHANGETax TTL5,174.74 2,587.37 (2,587.37)2025000039FLEMING, WILLIE CPublic Notes:(59.16)0.0059.162784956 PP 2024 7/8/2025 5,425 0 (5,425)(5.92)5.92 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL65.08 0.00 (65.08)2025000028TAVO'S ROOFING LLCPublic Notes:(269.95)0.00269.95338303 PP 2020 7/7/2025 34,788 0 (34,788)(27.00)27.00 0.00ValueLLTaxINT0.000.00 0.00316.25TAXPAYER MOVEDTax TTL296.95 0.00 (296.95)2025000023GRIFFIN, WILLIAM DEANPublic Notes:(122.98)0.00122.98410099 PP 2024 7/14/2025 14,880 0 (14,880)(12.30)12.30 0.00ValueLLTaxINT0.000.00 0.00138.68TAXPAYER MOVEDTax TTL135.28 0.00 (135.28)2025000052HENSON, CHRISTYPublic Notes:(122.14)0.00122.14410099 PP 2023 7/14/2025 14,880 0 (14,880)(12.21)12.21 0.00ValueLLTaxINT0.000.00 0.00168.84TAXPAYER MOVEDTax TTL134.35 0.00 (134.35)2025000052HENSON, CHRISTYPublic Notes:(122.14)0.00122.14410099 PP 2022 7/14/2025 14,880 0 (14,880)(12.21)12.21 0.00ValueLLTaxINT0.000.00 0.00118.17TAXPAYER MOVEDTax TTL134.35 0.00 (134.35)2025000052HENSON, CHRISTYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated106
Union CountyCorrection Listing ReportPage 26 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(122.05)0.00122.05410099 PP 2021 7/14/2025 14,880 0 (14,880)(12.21)12.21 0.00ValueLLTaxINT0.000.00 0.00109.96TAXPAYER MOVEDTax TTL134.26 0.00 (134.26)2025000052HENSON, CHRISTYPublic Notes:(342.17)0.00342.17411616 PP 2024 7/11/2025 40,890 0 (40,890)(34.22)34.22 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL376.39 0.00 (376.39)2025000040LML EXPRESS NC, LLCPublic Notes:(8.53)0.008.53412221 PP 2025 7/29/2025 1,771 0 (1,771)(0.85)0.85 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL9.38 0.00 (9.38)2025000060MCALLISTER RENOVATION & DEPublic Notes:(386.19)0.00386.19416315 PP 2024 7/8/2025 45,037 0 (45,037)0.000.00 0.00ValueLLTaxINT0.000.00 0.00386.19CLERICAL ERRORTax TTL386.19 0.00 (386.19)2025000025GARY ROSEPublic Notes:(312.39)0.00312.39416315 PP 2023 7/8/2025 38,013 0 (38,013)0.000.00 0.00ValueLLTaxINT0.000.00 0.00312.39CLERICAL ERRORTax TTL312.39 0.00 (312.39)2025000025GARY ROSEPublic Notes:(309.79)0.00309.79416315 PP 2022 7/8/2025 37,697 0 (37,697)0.000.00 0.00ValueLLTaxINT0.000.00 0.00309.79CLERICAL ERRORTax TTL309.79 0.00 (309.79)2025000025GARY ROSEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated107
Union CountyCorrection Listing ReportPage 27 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(24.78)0.0024.78416315 PP 2021 7/8/2025 3,018 0 (3,018)0.000.00 0.00ValueLLTaxINT0.000.00 0.0024.78CLERICAL ERRORTax TTL24.78 0.00 (24.78)2025000025GARY ROSEPublic Notes:(28.41)0.0028.41416315 PP 2020 7/8/2025 2,839 0 (2,839)(2.84)2.84 0.00ValueLLTaxINT0.000.00 0.0031.25CLERICAL ERRORTax TTL31.25 0.00 (31.25)2025000025GARY ROSEPublic Notes:(89.80)377.50467.30578521 PP 2024 7/7/2025 72,981 58,956 (14,025)(8.98)46.73 37.75ValueLLTaxINT0.000.00 0.008.98SOLD PP ASSETTax TTL514.03 415.25 (98.78)2025000010SALMAN, JOSHUAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated108
Union CountyCorrection Listing ReportPage 28 of 282025/08/01 02:57:30 PMDate Posted between 7/1/2025 and 7/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(160.88)165.77326.65653378 PP 2023 7/10/2025 39,977 20,287 (19,690)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL326.65 165.77 (160.88)2025000035Public Notes:Tax 13,374.11 8,305.38 (5,068.73)Totals for Type Value Change - Release : ValueLL 166.49 37.75 (128.74)1,236,156 719,893 (516,263)Tax TTL 13,540.60 8,343.13 (5,197.47) 4,512.65INT 0.00 0.00 0.00Grand Totals :YearRefund Amount2020347.502021134.742022427.962023481.2320243,121.2220250.004,512.65Tax 466,529.40 512,216.69 45,687.29Value 56,661,46750,877,97114,872.90LL 3,682.86 18,555.765,783,496Tax TTL 470,212.26 531,601.77 61,389.514,512.65INT 0.00 829.32 829.32JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated109
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-539 Agenda Date:9/2/2025
TITLE:..title
Budget Amendment - Pension Spike
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Adopt Budget Amendment # 6 providing funding in the amount of $278,311.35 for the liability
associated with significant increases of a member’s compensation over the course of his or her
career.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On July 18, 2025, Union County Sheriff’s Office received a Notice of Contribution-Based Benefit Cap
Liability (attached). The notice states that due to the recent increases to a staff member’s
compensation and the proximity of this compensation to the member’s planned retirement, the
County owes an additional liability based on the NC Retirement System’s formula.
Pursuant to the North Carolina General Statutes the last employer of a member who retires on or
after January 1, 2015, with an average final compensation (AFC) of $100,000 or higher (adjusted
annually for inflation), is required to make an additional employer contribution to fund the increased
cost to RSD to pay for the member's retirement benefit if it is determined that the benefit is in excess
of the CBBC.
This letter is specific notice that a liability for $278,311.35 will be due to RSD no later than September
5, 2025. Payment of the invoice should be processed through the Contribution Summary Instruction
(CSI) via ORBIT. This liability amount is contingent upon timely receipt of the employer's final salary
contribution summary report for this member and may be adjusted based on additional information
that is received by the RSD.
FINANCIAL IMPACT:
The Personnel Contingency was created during the FY 2026 Budget development process for
unplanned expenses, such as pension spikes and retirement payouts. With this budget amendment
the UCSO budget will not be affected by this unplanned expense.
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™110
RECEIVED
North Carolina
Retirement Systems
JU L 2 5 2025
HUMAN R.ESOURCES
7/18/2025
99001 -UNION COUNTY
ATTN: CHIEF FINANCIAL OFFICER OR BUDGET ADMINISTRATOR
500 N. MAIN ST
SUITE 130
MONROE, NC 28112
Re: GREGORY L THOMAS
Member ID 1173800
Dear 99001 -UNION COUNTY:
NOTICE OF CONTRIBUTION-BASED BENEFIT CAP LIABILITY
The General Assembly enacted the Contribution-Based Benefit Cap (CBBC) legislation in
2014. It requires the employer contributions from participating employers in the North
Carolina Retirement Systems to be augmented to reflect the cost of substantial unforeseen
liabilities associated with significant increases of a member's compensation over the
course of his or her career. The Retirement Systems Division (RSD) receives all employer
contributions, including the contributions from employers affected by the CBBC.
Pursuant to the North Carolina General Statutes the last employer of a member who
retires on or after January 1, 2015, with an average final compensation (AFC) of $100,000
or higher (adjusted annually for inflation), is required to make an additional employer
contribution to fund the increased cost to RSD to pay for the member's retirement benefit
if it is determined that the benefit is in excess of the CBBC.
RSD has determined that the above-referenced member, is due a monthly retirement
benefit that exceeds the CBBC. The CBBC calculation is set forth below:
Benefit Formula= $147,710.57 X 0.018500 X 30.7500
= $84,028.85
CBBC Formula= $183,896.36 I 13.598000 X 4.700000
= $63,561.77
3200 ATLANTIC AVENUE, RALEIGH NORTH CAROLINA 27604
myNCRetirement.com • (919) 814-4590
111
If Benefit is greater than CBBC, the difference is multiplied by the Annuity Factor
($84,028.85 -$63,561.77) X 13.598000
= $278,311.35
The benefit formula used to calculate the invoice liability reflects an average final
compensation based on the four-year period covering 7/2021 through 7/2025.
This letter is specific notice that a liability for $278,311.35 will be due to RSD no later
than September 5, 2025. Payment of the invoice should be processed through the
Contribution Summary Instruction (CSI) via ORBIT. This liability amount is contingent
upon timely receipt of the employer's final salary contribution summary report for this
member and may be adjusted based on additional information that is received by the RSD.
We will accept payment via check. You may mail your check (payable to the Local
Governmental Employees' Retirement System with a copy of the invoice to N.C.
Department of State Treasurer, Attn: Retirement Systems Divisions, 3200 Atlantic
Avenue, Raleigh, NC 27604. A fee of $20.00 will be charged for any returned checks due to
insufficient funds.
For invoices issued on or after July 1, 2022, if the invoice has remained unpaid for at least
90 days as of the beginning of a State fiscal year (July 1 of 2023 or a later year) and you
have not entered into a payment plan agreement, your regular rate of employer
contributions to the Retirement System will be adjusted to include an additional rate as a
percentage of your employees' compensation that is estimated to extinguish the
contribution-based benefit cap liability on an amortized schedule of 12 years, including
interest at a rate of 6.5% per year. Instead of the estimated 12-year payment of the
contribution-based benefit cap liability, you may also contact the Retirement Systems
Division and enter into a payment plan agreement.
If your employing entity is a Public School Unit, please visit www.myncretirement.com
under the Contribution-Based Benefit Cap page for more information on the potential
adjustment of your liability pursuant to Session Law 2023-48.
If we may be of further assistance, please email nc.retirement@nctreasurer.com or contact
us at the address listed below.
Sincerely,
Retirement Systems Division
N.C. Department of State Treasurer
Enclosure: CBBC Employer Contribution Invoice for GREGORY THOMAS (Id# 1173800)
3200 ATLANTIC AVENUE, RALEIGH NORTH CAROLINA 27604
myNCRetirement.com • (919) 814-4590
6W_PENSPE
112
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
Sheriff's Office Retirement Contribution-LEO 278,311 Central Contingency Allocation 278,311
Explanation:Transfer central contingency funds to cover pension spiking liability in the Sheriff's Office
DATE 9/4/2025 APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10129110-5135 Ret Contr-Law Enforcement 278,311 10110400-5121 Salaries & Wages 278,311
Total 278,311 Total 278,311
Prepared By ga
Posted By
Date Number 6
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
GENERAL FUNDS JASON MAY
FY 2026 September 04, 2025
113
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-541 Agenda Date:9/2/2025
TITLE:..title
Bid Award and Construction Contract - Detention Center Sewer Screening Project
INFORMATION CONTACT:
Christopher J. Boyd, Facilities and Fleet Management, Director, 704-283-3868
ACTION REQUESTED:
1) Award contract to Dellinger, Inc. in the amount of $293,700.00; 2) authorize the County Manager to
negotiate and execute an agreement substantially consistent with this agenda item, exercise and
renewal or extension term options set forth in the agreement and terminate the agreement if deemed
in the best interest of the County, each in the County Manager’s discretion; and 3) adopt Resolution
Providing Notice of Construction of the Detention Center Sewer Screening project.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The project scope includes providing an automated sewer screen into an existing pit on the outlet of
the sanitary sewer at the Detention Center. The sewer screen will be discharged to a dumpster, and
the dumpster will be located on a new concrete pad sized to accommodate a dumpster pickup truck.
The wastewater screening system is designed to filter and remove objects from wastewater in order
to help protect downstream pumps and equipment from clogging and inefficiencies.
On March 07, 2025, The Procurement and Contract Management Department partnered with the
Facilities and Fleet Management Department to issue IFB 2025-030. On April 03, 2025, one (1) bid
was received. Because less than three (3) bids were received, the bid remained sealed and returned
to the bidder. On April 10, 2025, IFB 2025-030Rebid was issued to rebid the project. On April 22,
2025, two (2) bids for the titled project were received and processed. Both bids were tabulated,
reviewed and certified by LaBella Associates. The bids ranged from $293,700.00 to $586,300.00.
Staff recommend the project be awarded to Dillinger, Inc. in the amount of $293,700.00.
FINANCIAL IMPACT:
The cost to execute this contract is $293,700.00. There are sufficient finds in capital account number
40080135 Facilities Repair and Renovation to cover this expense.
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™114
Prepared by:
LaBella Associates, PC
400 S Tryon St
Suite 1300
Charlotte, NC 28285
704-376-6423
#U N IO N C OU N T Y, N OR T H C A R OL I N A
D E P A R TM E N T O F P U B L I C WO R K
Invitation for Bid No. 2025-030
Detention Center Sewer Screening
RAM
Due Date: April 3, 2025
Time: 2:00 PM Local Time
Receipt Location: Union County Government Center
500 N. Main Street
7th Floor Conference Room
Suite 709
Monroe, NC 28112
(Non)-Mandatory Pre-Bid Conference and Site Visit
Date: March 18, 2025
Time: 10:00am Local time
Location: Union County Detention Center
3344 Presson Rd
Monroe, NC 28112
Procurement Representative:
Vicky Watts, CLGPO
Senior Procurement Specialist
Procurement Department
(704) 283-3601
Vicky.Watts@unioncountync.gov
115
IFB 2025-030 – DETENTION CENTER
SEWER SCREENING DOCUMENT 00 01 07 – SEALS PAGE
1
00 01 07
DOCUMENT 000107 - SEALS PAGE
1.1 DESIGN PROFESSIONALS OF RECORD
A. Corporation 1. LaBella Associates, PC 2. Corporate Engineering #: C-0430 3. Corporate Architectural #: 52904
B. Engineer of Record:
1. Michael Grose, PE 2. License # 047719
END OF DOCUMENT 000107
116
IFB 2025-030 – DETENTION CENTER
SEWER SCREENING DOCUMENT 00 11 13 – ADVERTISEMENT FOR BID
1 00 11 13
UNION COUNTY, NORTH CAROLINA
ADVERTISEMENT FOR BID
IFB #2025-030
Detention Center Sewer Screening
Sealed Bids for Union County Detention Center Sewer Screening will be received by the Union County Procurement Department until 2:00 PM local time on April 3,2025 at the Union County Government Center, 500 N. Main Street,
Suite 709, Monroe, NC 28112 at which time the Bids will be publicly opened and read. Late bids will not be
accepted.
If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a
separate package plainly marked on the outside with the notation “BID ENCLOSED – IFB-2025-030” and shall be
addressed to Union County Procurement Department, Vicky Watts, 500 N. Main Street, Suite 709, Monroe, NC
28112.
A Non-Mandatory Pre-Bid meeting will be held on March 18, 2025 at 10:00 AM local time at Union County
Detention Center, 3344 Presson Rd, Monroe N.C. Attendance at this meeting is strongly encouraged.
Scope of Work:
The project scope of work includes providing an automated sewer screen into an existing pit on the outlet of the
sanitary sewer at the Union County Jail. The sewer screen will discharge to a dumpster via an auger. The dumpster
will be located on a new concrete pad sized to accommodate a dumpster pickup truck. The concrete pad will be
lined with bollards. A new gravel drive will connect the end of the new concrete pad to the existing gravel drive.
Power for the sewer screen equipment will be provided from the nearby evidence storage building. Modifications to
the existing railing around the sanitary sewer pit and relocation of electrical equipment for the existing sewage
grinder pump will be required.
Bid will be received for a single prime, lump sum Contract.
All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the
Procurement contact person listed on the cover page (Vicky.Watts@unioncountync.gov). Deadline for questions is 3:00 PM local time on March 20, 2025. Questions will be addressed via Addenda no later than 4 days prior to bid date.
The Issuing Office for the Bidding Documents is:
LaBella Associates, PC
400 S Tryon St
Suite 1300
Charlotte, NC 28285
Bidding Documents are available in electronic or printed form from Duncan-Parnell verify plan room via their bid room
(http://www.bidroom.duncan-parnell.com). Registration with Duncan-Parnell is required to obtain the bid
documents. There is no charge for registration. Printed hardcopies of the Bidding Documents can be ordered and
shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping
method selected by the prospective Bidder. Costs of the Bidding Documents and shipping are non-refundable, and are
as follows:
• Download (PDF) $75 plus tax
• Printed Set and Digital Set $100 plus tax
For questions concerning obtaining plans and specifications please contact:
117
IFB 2025-030 – DETENTION CENTER
SEWER SCREENING DOCUMENT 00 11 13 – ADVERTISEMENT FOR BID
2 00 11 13
Michael Grose
mgrose@labellapc.com
(704) 941-2122
Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be
responsible for full or partial sets of Bidding Documents, including Addenda if any, obtained from sources other than
the Issuing Office or Duncan-Parnell.
Bidders must have a license to do work as a contractor in the State of North Carolina, as set forth under Article 1
chapter 87 of the North Carolina General statutes. The bidder’s North Carolina Contractor license number shall be
designated on the outside of the sealed envelope containing the Bid.
Bidders are required to provide a non-collusion affidavit, as set forth in the bidding documents.
As provided by statute, a deposit of cash, cashier’s check or certified check on some bank or trust company insured by the Federal Deposit insurance Company, or a bid bond executed by corporate surety licensed under the laws of
North Carolina to execute such bonds in the amount of 5% of the bid must accompany each bid. The payee shall be
“Union County”. Said deposit shall guarantee that the Agreement will be entered into by the successful bidder if
award is made. Such deposit may be held by Union County until the successful bidder has executed and delivered all
required Contract documents to Union County.
Bidders should note the provisions of the Supplementary instruction to bidders contained in the Bid Documents
regarding minority participation.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses.
The Owner reserves the right to reject any or all bids, including without limitation, nonconforming, nonresponsive,
unbalanced, or conditional Bids. Owner further reserve the right to reject the Bid and Bidder whom they find, after
reasonable inquiry and evaluation, to not be responsible. Owner may also reject the Bid and Bidder if the Owner
believes that it would not be in the best interest of the Project to make an award to that Bidder. Owner also reserves
the right to waive all informalities and technicalities not involving price, time, or changes in the Work and to
negotiate, as allowed by law, contract terms with the Successful Bidder.
END OF DOCUMENT 00 11 13
118
Invitation for Bid No. 2025-030
Detention Center Sewer Screening
ADDENDUM No. 1
ISSUE DATE: March 26, 2025
Responding Offerors on this project are hereby notified that this Addendum shall be made a part
of the above named IFB document.
The following items add to, modify, and/or clarify the IFB documents and shall have the full force
and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in
the IFB document.
119
Page 2 of 4
Union County, North Carolina
Addendum 1 IFB 2025-030 Detention Center Sewer Screening
Notice to Bidder
1. This Addendum is issued pursuant to the Conditions of the Solicitation and is hereby made part of
the Contract Documents. The addendum serves to clarify, revise, and supersede information in the
IFB. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid
Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is
part of this document.
Questions/Answers Section
1. 00 41 13 – Time of Completion. Please advise if the 180 days for final completion includes the time
needed for Submittals and Submittal approval, or does it commence upon submittal approval?
Answer: Time commences upon submittal approval.
2. Division 01 – Several sections of these specifications state “See Divisions 02 through 33 Sections for…” but
only Divisions 00 and 01 have been provided. Please provide Divisions 02 – 33 if applicable.
Answer: Divisions 02 – 33 are not part of this project.
3. (P100) Please provide the channel dimensions and downstream water level so that we can provide
headloss and sizing information.
Answer: Channel dimensions are 32.5”W x 45”D. The downstream water level is approximately 12”.
4. (P100) Please advise if the waste discharge can be provided on the downstream side of the screen instead
of the upstream side as indicated.
Answer: Yes, downstream discharge is acceptable. Please note that the concrete pad is existing so the
discharge will need to be compatible with the dumpster location.
5. (P100) Please advise if a ¾ HP screen drive is acceptable.
Answer: Basis of design is 1/2hp. The electrical capacity is sufficient to support a 3/4hp motor.
6. (P100) Please confirm the direction of flow is from left to right in this drawing.
Answer: Yes.
7. (P100) Please advise if the “bar screen width of 15-3/4 inches” is the bar rack width or the screen frame
width.
Answer: It is the screen frame width.
8. (P100) Please advise of the “bar screen depth of 92 inches” is the channel depth or the bar rack height.
Answer: 92” is the channel depth dimension from grade to the bottom of the channel.
9. (P100) This drawing states the controls are to be a Micro850 PLC with Ethernet, but Dwg P200 states
programmable relay control. Please advise which is to be supplied.
Answer: Provide PLC controller.
120
Page 3 of 4
Union County, North Carolina
Addendum 1 IFB 2025-030 Detention Center Sewer Screening
10. (P100) This drawing states that the screen shall be as manufactured by FB Procedes/Heritage Water or
Engineer approved equal. Please confirm that SAVÉCO North America is an approved equal.
Answer: SAVECO North America is an approved equal.
11. (P200) This drawing states under the Equipment Specifications “Dimensions: See attached Drawing No.
1.” Please provide the referenced Drawing No. 1.
Answer: This note refers to a propriety drawing by the basis of design manufacturer. The note can be
ignored and will be removed for the construction set.
12. (P200) Please advise if freeze protection is required for the conveyor compactor.
Answer: Freeze protection is included as part of the basis of design.
13. (P200) Please provide the details of the top of the vault where the screen and conveyor compactor are to
be installed. This drawing shows this area as open.
Answer: The vault is open to the sky.
14. (P200) Please provide the dimensions for the detail view of the “Sewer Screen Equipment – Basis of
Design.”
Answer:
15. (E101) Wet Well Hazard Detail – Please show these hazardous areas in relation to the screen and
conveyor compactor location.
Answer: The Wet Well Hazard Detail will be removed since the wet well is open to sky.
16. (E101) Please provide the motor voltage information for the screen and conveyor compactor.
Answer: Refer to Equipment Connection Schedule. Screening equipment is 208V.
121
Page 4 of 4
Union County, North Carolina
Addendum 1 IFB 2025-030 Detention Center Sewer Screening
End of Questions/Answers Section
End of Addendum 1
122
Page 1 of 2
Union County, North Carolina
Addendum 2 IFB 2025-030Rebid Detention Center Sewer Screening
Invitation for Bid No. 2025-030
Detention Center Sewer Screening
ADDENDUM No. 2
ISSUE DATE: April 10, 2025
Responding Offerors on this project are hereby notified that this Addendum shall be made a part
of the above named IFB document.
The following items add to, modify, and/or clarify the IFB documents and shall have the full force
and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in
the IFB document.
123
Page 2 of 2
Union County, North Carolina
Addendum 2 IFB 2025-030 Detention Center Sewer Screening
Notice to Bidder
1. This Addendum is issued pursuant to the Conditions of the Solicitation and is hereby made part of
the Contract Documents. The addendum serves to clarify, revise, and supersede information in the
IFB. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid
Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is
part of this document.
Schedule Revisions
The initial bid date was on April 3, 2025. Union County received one (1) bid submission before the initial
bid deadline. Union County requires a minimum of three (3) bids to proceed with awarding the project.
Therefore, a rebid date of April 22, 2025 has been set. All bids must be received by 3:30pm on April 22,
2025. Late bids will not be accepted.
End of Schedule Revisions Section
Attachments
Replace the following specification sections in their entirety:
· 00 00 00 Cover Sheet
· 00 11 13 Advertisement for Bid
End of Attachments Section
End of Addendum 2
124
Prepared by:
LaBella Associates, PC
400 S Tryon St
Suite 1300
Charlotte, NC 28285
704-376-6423
#U N IO N C OU N T Y, N OR T H C A R OL I N A
D E P A R TM E N T O F P U B L I C WO R K
Invitation for Bid No. 2025-030Rebid
Detention Center Sewer Screening
RAM
Due Date: April 22, 2025
Time: 3:30 PM Local Time
Receipt Location: Union County Government Center
500 N. Main Street
7th Floor Conference Room
Suite 709
Monroe, NC 28112
(Non)-Mandatory Pre-Bid Conference and Site Visit
Date: March 18, 2025
Time: 10:00am Local time
Location: Union County Detention Center
3344 Presson Rd
Monroe, NC 28112
Procurement Representative:
Vicky Watts, CLGPO
Senior Procurement Specialist
Procurement Department
(704) 283-3601
Vicky.Watts@unioncountync.gov
125
IFB 2025-030Rebid – DETENTION
CENTER SEWER SCREENING DOCUMENT 00 11 13 – ADVERTISEMENT FOR BID
1
00 11 13
UNION COUNTY, NORTH CAROLINA
ADVERTISEMENT FOR BID
IFB #2025-030Rebid
Detention Center Sewer Screening
Sealed Bids for Union County Detention Center Sewer Screening will be received by the Union County Procurement
Department until 3:30 PM local time on April 22, 2025 at the Union County Government Center, 500 N. Main
Street, Suite 709, Monroe, NC 28112 at which time the Bids will be publicly opened and read. Late bids will not be
accepted.
If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a
separate package plainly marked on the outside with the notation “BID ENCLOSED – IFB-2025-030Rebid” and shall
be addressed to Union County Procurement Department, Vicky Watts, 500 N. Main Street, Suite 709, Monroe, NC
28112.
A Non-Mandatory Pre-Bid meeting will be held on March 18, 2025 at 10:00 AM local time at Union County
Detention Center, 3344 Presson Rd, Monroe N.C. Attendance at this meeting is strongly encouraged.
Scope of Work:
The project scope of work includes providing an automated sewer screen into an existing pit on the outlet of the
sanitary sewer at the Union County Jail. The sewer screen will discharge to a dumpster via an auger. The dumpster
will be located on an adjacent concrete pad that is lined with bollards. Power for the sewer screen equipment will be
provided from the nearby evidence storage building. Contractor will connect to a disconnect located at the sewer
pit. Modifications to the existing railing around the sanitary sewer pit and relocation of electrical equipment for the
existing sewage grinder pump will be required.
Bid will be received for a single prime, lump sum Contract.
All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the
Procurement contact person listed on the cover page (Vicky.Watts@unioncountync.gov). Deadline for questions is
5:00 PM local time on March 20, 2025. Questions will be addressed via Addenda no later than 4 days prior to bid date.
The Issuing Office for the Bidding Documents is:
LaBella Associates, PC
400 S Tryon St
Suite 1300
Charlotte, NC 28285
Bidding Documents are available in electronic or printed form from Duncan-Parnell verify plan room via their bid room
(http://www.bidroom.duncan-parnell.com). Registration with Duncan-Parnell is required to obtain the bid
documents. There is no charge for registration. Printed hardcopies of the Bidding Documents can be ordered and
shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping
method selected by the prospective Bidder. Costs of the Bidding Documents and shipping are non-refundable, and are
as follows:
· Download (PDF) $75 plus tax
· Printed Set and Digital Set $100 plus tax
126
IFB 2025-030Rebid – DETENTION
CENTER SEWER SCREENING DOCUMENT 00 11 13 – ADVERTISEMENT FOR BID
2
00 11 13
For questions concerning obtaining plans and specifications please contact:
Michael Grose
mgrose@labellapc.com
(704) 941-2122
Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be
responsible for full or partial sets of Bidding Documents, including Addenda if any, obtained from sources other than
the Issuing Office or Duncan-Parnell.
Bidders must have a license to do work as a contractor in the State of North Carolina, as set forth under Article 1
chapter 87 of the North Carolina General statutes. The bidder’s North Carolina Contractor license number shall be
designated on the outside of the sealed envelope containing the Bid.
Bidders are required to provide a non-collusion affidavit, as set forth in the bidding documents.
As provided by statute, a deposit of cash, cashier’s check or certified check on some bank or trust company insured
by the Federal Deposit insurance Company, or a bid bond executed by corporate surety licensed under the laws of
North Carolina to execute such bonds in the amount of 5% of the bid must accompany each bid. The payee shall be
“Union County”. Said deposit shall guarantee that the Agreement will be entered into by the successful bidder if
award is made. Such deposit may be held by Union County until the successful bidder has executed and delivered all
required Contract documents to Union County.
Bidders should note the provisions of the Supplementary instruction to bidders contained in the Bid Documents
regarding minority participation.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses.
The Owner reserves the right to reject any or all bids, including without limitation, nonconforming, nonresponsive,
unbalanced, or conditional Bids. Owner further reserves the right to reject the Bid and Bidder whom they find, after
reasonable inquiry and evaluation, to not be responsible. Owner may also reject the Bid and Bidder if the Owner
believes that it would not be in the best interest of the Project to make an award to that Bidder. Owner also reserves
the right to waive all informalities and technicalities not involving price, time, or changes in the Work and to
negotiate, as allowed by law, contract terms with the Successful Bidder.
END OF DOCUMENT 00 11 13
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April 29, 2025 Union County Facilities and Fleet Management Attn: James Mangum, Facilities Project Manager 1407 Airport Rd Monroe, NC 28110 RE: IFB 2025-030Rebid Detention Center Sewer Screening
Recommendation of Award James: On March 18, 2025, at 10:00 am a first round of bids was received for the Union County Detention Center Sewer Screening project. Only one (1) bid was received from a licensed contractor and the bid was not opened. North Carolina law requires at least three competitive bids from licensed contractors for the initial bid. It was determined that a second round of bids would take place later to comply with the law. On April 22, 2025, at 3:30 pm a second round of bids were received for the Union County Detention Center Sewer Screening project. Two (2) bids were received from licensed contractors and read out loud publicly. Of the two (2) bids received, Dellinger, Inc. is the apparent low bidder for a base bid of $267,000.00. With a Contingency allowance of 10% at $26,700.00. Total Base price with Contingency of $293,700.00. Upon review of Dellinger, Inc. complete bid submittal, I found no inconsistency with information. Dellinger, Inc. bid submittal and required supporting documents appear to be complete and responsive. Therefore, based upon this information, I make the recommendation to award of this contract to Dellinger, Inc. for the amount of $267,000.00. With a Contingency allowance of 10% at $26,700.00. Total Base price with Contingency of $293,700.00. The supporting Bid Tabulation is attached as well as the bid form and the supporting documentation. Respectfully submitted, LaBella Associates Michael McCarten, PE Mechanical Engineer 144
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154
RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS
PROVIDING NOTICE OF THE DETENTION CENTER SEWER
SCREENING PROJECT CONSTRUCTION
WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners
and adjacent property owners prior to commencement of any construction project
by the county; and
WHEREAS, G.S. § 153A-457 provides that notice of a county construction
project is deemed sufficient if notice of the construction project is given in any
open meeting of the county prior to the commencement of the construction
project; and
WHEREAS, the Union County Board of Commissioners desires to give notice of
construction of the DETENTION CENTER SEWER SCREENING PROJECT
prior to commencement of project construction as required by G.S. § 153A-457.
NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of
Commissioners that:
1. Union County may commence construction of the DETENTION CENTER
SEWER SCREENNING PROJECT on property located at 3344 Presson Road
Monroe, NC 28112 after the award of the construction contract for the project.
2. This resolution and notice is adopted in accordance with the construction
notice requirements of G.S. § 153A-457.
Adopted this the 2nd day of September 2025.
Attest:
Lynn West, Clerk to the Board Melissa Merrell, Chairman
Union County Board of Commissioners
155
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-389 Agenda Date:9/2/2025
TITLE:..title
Joint Resolution and Interlocal Agreement Amendment - Execution and Implementation of Final
Documentation Related to Previously Approved Dissolution and Liquidation of the Monroe-Union
County Economic Development Commission
INFORMATION CONTACT:
Brian Matthews, County Manager’s Office, County Manager, 704-292-2597
ACTION REQUESTED:
1) Adopt the Joint Resolution of the Union County Board of Commissioners and the Monroe City
Council Dissolving the Monroe-Union County Economic Development Commission; and 2) Authorize
the County Manager to negotiate and execute the Amendment to Interlocal Organization and
Operating Agreement, substantially consistent with this agenda item.
PRIOR BOARD ACTIONS:
November 4, 2024, Regular Meeting, Agenda Item # 24-758 - Board adopted the “Resolution of the
Union County Board of Commissioners Withdrawing from the Monroe-Union County Economic
Development Commission”
BACKGROUND:
Effective January 1, 2022, Union County and the City of Monroe established the Monroe-Union
County Economic Development Commission (the “Commission”) through adoption of a joint
resolution establishing the Commission (the “Establishment Resolution”) and entering into an
interlocal agreement concerning the Commission (the “Interlocal Agreement”), as a joint county-wide
economic development program. On November 4, 2024, the Board adopted a resolution withdrawing
from the Commission, terminating the Interlocal Agreement, and dissolving the Commission, effective
November 4, 2026 (giving two years’ notice as required by statute, the Establishment Resolution, and
the Interlocal Agreement).
The Board and the City of Monroe have determined it is now in their respective best interests to
promote economic development activity through each entity’s own internal economic development
efforts independent of the other, engaging in economic development project collaboration with each
other on a case-by-case basis. The action requested gives effect to the dissolution of the
Commission sooner than November 4, 2026, through adoption of the attached joint resolution
adopted by the County and City. This resolution will allow for distribution of all Commission property
prior to July 1, 2025. Effective July 1, 2025, the Commission will have no assets, but will remain in
legal existence, under the control of the City of Monroe, until its ultimate dissolution on November 1,
2025, in order to allow for completion and approval of the Commission’s required FY 2025 audit, as
well as any other outstanding obligations of the Commission.
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-389 Agenda Date:9/2/2025
The Establishing Resolution will be repealed and the Commission officially dissolved effective
November 1, 2025.
FINANCIAL IMPACT:
County to receive certain Commission assets as set forth in the distribution attachment.
Union County, NC Printed on 8/19/2025Page 2 of 2
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JOINT RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS AND THE MONROE CITY COUNCIL DISSOLVING THE MONROE-UNION COUNTY ECONOMIC DEVELOPMENT COMMISSION WHEREAS, local governments including counties and municipalities are authorized by
North Carolina General Statutes Sections 158-8 et. seq., 160A-460 et. seq., and 153A-445 to enter into agreements and partnerships for economic development purposes, including the creation of economic development commissions; and WHEREAS, Union County (“County”) and the City of Monroe (“City”) created the
Monroe-Union County Economic Development Commission (the “Commission”) pursuant to the authority set forth in North Carolina General Statutes Sections 158-8 et. seq., through the Union County Board of Commissioners’ and the Monroe City Council’s adoption of the “Joint Resolution of the Union County Board of Commissioners and the Monroe City Council Creating the Monroe-Union County Economic Development Commission (the “Establishing Resolution”), effective
January 1, 2022; and WHEREAS, County and City, as referenced in the Establishing Resolution, also entered into an Interlocal Organizational and Operating Agreement concerning the purpose, governance, organizational structures, powers and duties, and activities of the Commission (the “Interlocal
Agreement”), effective January 1, 2022; and WHEREAS, County and City have determined that it is now in their respective best interests to promote economic development activity through each entity’s own internal economic development efforts independent of the other Party, engaging in economic development project
collaboration with each other on a case-by-case basis moving forward; and WHEREAS, N.C.G.S. § 158-8 provides that a resolution creating an economic development commission may be modified, amended, or repealed in the same manner as it was originally adopted; and
WHEREAS, the Interlocal Agreement may be amended or terminated as provided therein or in accordance with applicable law; and WHEREAS, both County and City desire to repeal the Establishing Resolution, terminate
the Interlocal Agreement, and distribute Commission assets, thereby dissolving the Commission; and WHEREAS, the County and City desire to “wind-down” the Commission effective July 1, 2025, including distributing Commission assets prior to that date; and
WHEREAS, the County and City agree that the Commission should continue in existence for several months beyond the July 1, 2025, date, in order to meet statutory requirements related to fiscal audits as well as any other obligations; and
WHEREAS, as of July 1, 2025, the membership of the Commission’s Board of Directors
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will be changed for the end of the “wind-down” period, such that City’s City Council and Mayor will be the members of the Commission’s Board of Directors and the City will be responsible for the payment of any outstanding obligations of the Commission until the Commission’s dissolution
date, with County agreeing to reimburse the City fifty percent (50%) of such costs; and WHEREAS, the County and City desire for the final repeal of the Establishing Resolution and termination of the Interlocal Agreement to be effective November 1, 2025; and
WHEREAS, the County and City adopt this Resolution in order to effectuate such termination of the Commission. NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners and the City Council of the City of Monroe as follows: 1. The Establishing Resolution is hereby repealed, in accordance with N.C.G.S. § 158-8 et. seq., effective November 1, 2025. 2. The County and City agree that the Interlocal Agreement shall be modified as set forth in
the attached amendment to the Interlocal Agreement, the terms of which are incorporated into this joint resolution by reference. The amendment to the Interlocal Agreement provides that the Interlocal Agreement will terminate effective November 1, 2025.
3. This Resolution may be modified, amended, or repealed in the same manner as originally
adopted.
Adopted the 16th day of June, 2025 by the Union County Board of Commissioners.
Attest: _______________________________ __________________________________
Lynn G. West, Clerk to the Board Melissa Merrell, Chair Union County Board of Commissioners
Adopted the ___ day of ___________, 2025 by the City Council of the City of Monroe. Attest: _______________________________ __________________________________
Bridgette H. Robinson, City Clerk Robert Burns, Mayor City of Monroe
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NORTH CAROLINA AMENDMENT TO INTERLOCAL ORGANIZATION AND OPERATING AGREEMENT COUNTY OF UNION This AMENDMENT, made and entered into as of the ____ day of June, 2025, by and
between UNION COUNTY, a political subdivision of the State of North Carolina (hereafter “County”), and the CITY OF MONROE, a municipal corporation chartered under the laws of the State of North Carolina (hereafter “City”), shall modify as indicated that Interlocal Organization and Operating Agreement between the parties dated October 12, 2021, hereafter referred to as the “Agreement.”
WHEREAS, County and City entered into the Agreement to establish the Monroe-Union County Economic Development Commission (the “Commission”), with the purpose, governance, organizational structure, powers and duties, and activities as provided in the Agreement and the resolution establishing the Commission (the “Establishing Resolution”),
effective January 1, 2022; and WHEREAS, County and City have determined that it is now in their respective best interests to promote economic development activity through each entity’s own internal economic development efforts, engaging in economic development project collaboration with each other on
a case-by-case basis moving forward; and WHEREAS, County and City desire to repeal the Establishing Resolution, terminate the Agreement, and distribute Commission assets, thereby dissolving the Commission; and
WHEREAS, County and City had adopted, or will adopt along with this Amendment, a resolution which repeals the Establishment Resolution; and WHEREAS, County and City desire to “wind-down” the Commission effective July 1,
2025, including distributing Commission assets prior to that date; and
WHEREAS, County and City agree that the Commission should continue in existence for several months beyond the July 1, 2025, date, in order to meet statutory requirements related to fiscal audits as well as any other obligations; and
WHEREAS, as of July 1, 2025, the membership of the Commission’s Board of Directors will be changed for the end of the “wind-down” period, such that City’s City Council and Mayor will be the members of the Commission’s Board of Directors and City will be responsible for the payment of any outstanding obligations of the Commission until the Commission’s dissolution
date, with County agreeing to reimburse City fifty percent (50%) of such costs; and
WHEREAS, the County and City desire for the final repeal of the Establishing Resolution and termination of the Agreement to be effective November 1, 2025; and
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WHEREAS, the County and City agree to amend the Agreement as set forth herein, along with adoption of the Resolution repealing the Establishing Resolution, in order to wind-
down and ultimately dissolve the Commission. NOW, THEREFORE, in consideration of the parties’ continuing obligations under the Agreement and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto do each contract and agree with the other as follows:
1. The County and City agree to the distribution of Commission property in accordance with the “Monroe-Union County Economic Development Commission Dissolution and Division of Assets” document (the “Division of Assets Document”) which is attached and incorporated herein as Exhibit 1. All of the Commission’s assets shall be distributed to
County and City in accordance with the Division of Assets Document prior to July 1, 2025. As of July 1, 2025, City shall be responsible for the payment of any outstanding obligations of the Commission prior to its dissolution effective November 1, 2025. For
any such Commission expenses for which the City is responsible pursuant to this paragraph which were obligated or incurred prior to July 1, 2025, County agrees to reimburse City fifty percent (50%) of such expenses upon invoice from City. However, such reimbursement requirement shall not apply to any expenses for the Commission’s FY 2025 audit expenses as set forth in the audit contract between the Commission and
Martin Starnes & Associates, CPAs, P.A., as the City shall be solely responsible for such expenses. City and County agree that County shall have no further liability for Commission acts occurring, or Commission obligations incurred, on or after July 1, 2025.
2. Effective July 1, 2025, the Agreement shall be superseded by an amended Agreement,
which is attached and incorporated herein as Exhibit 2 to this Amendment. 3. This Amendment is effective upon adoption, except for those sections which specifically note a different effective date.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have caused this Amendment to be duly executed, this the day and year first above written.
ATTEST UNION COUNTY
________________________________ ___________________________________ Lynn G. West Brian W. Matthews
Clerk to the Board County Manager
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This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act.
_________________________________ Finance Officer
ATTEST CITY OF MONROE ________________________________ ___________________________________
Bridgette H. Robinson William M. Watson City Clerk City Manager This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act.
_________________________________ Finance Officer
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Exhibit 1 Monroe-Union County Economic Development Commission Dissolution and Division of Assets City of Monroe to receive the following assets:
• 50% of the amount of cash remaining in the MUCEDC account prior July 1, 2025, plus
$3,250 (American Bank account ending in 6904)
• 2021 Toyota 4 Runner (VIN #JTERU5JR2M5898546)
• Podcast Room Production and Other Equipment
o 4 Tripods (2 Chauvet DJ and 2 phopik)
o 2 – Canon XF 400 Video Cameras with tripod mounts
o 1 – Case with Light Bars (Chauvet) o 1 – Laser Straight Edge Projector (Bosch G1139) o 1 – Light Board
o 1 – Nikon D-50 35mm camera
o 2 – Nikon 35mm lenses
o 1 – Olympus Digitar D-550 o 1 – Playstation 3 o 1 – Puresine Inverter Surge Protector
o 4 – Scan Disk 128 GB Memory Cards
o 1 – Padcaster Parrot Teleprompter
o 1 – Watson Duo LCD Charger BP800 o 1 – Sound Board/Mixer with Headpohnes o 2- Canon Lithium Batteries
o 2 – Canon XF400 UHD 4K60 Camcorders
o 1 – Canon ZR80 Camcorder
o 3 – Boxes of Electronic/Electrical Peripherals o 2 – Aputure 120 Studio Lights with Kit o 1 – Speakers
o 1 – Shure Articulated Microphone 2
o 1 – Padcaster
o 1 – Tycka Bag with Contents o 1 – Vanbon Smart USB Charger in Case o 1 – Dewalt with Bag Setup Kit
• Mahogany Table and 9 associated white leather chairs currently located in the small conference room of the office space utilized by MUCEDC
• 3 canvas prints (picture of Union County historic courthouse, picture of Cane Creek, and picture of Treehouse Vineyards)
• 1 Union County Historic Courthouse Slate
Union County to receive the following assets:
• 50% of the amount of cash remaining in the MUCEDC account prior to July 1, 2025, less
$3,250 (American Bank account ending in 6904)
• All furniture located in the following rooms of the office space utilized by MUCEDC:
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o Large conference/Training Room (Room 201)
This specifically includes 15 convertible tables, 30 chairs, and 1 credenza o Room 203
This specifically includes 1 desk, book shelves, 1 office chair, and 3 guest chairs o Room 211
This specifically includes 1 desk and 1 attached cabinet, 1 office chair, and 3 guest chairs
o Room 209
This specifically includes 1 desk with credenza and attached cabinet, 1 office chair, and 3 guest chairs o Room 204
This specifically includes 1 desk and attached cabinet, 1 office chair, and 3
guest chairs
o Reception Area
This specifically includes 1 desk, 1 credenza, 1 office chair, and 2 leather guest chairs o Kitchen
This specifically includes 1 bar table with 2 bar chairs
• 8 wood-framed upholstered gallery chairs and a 3-piece credenza located in the small conference room of the office space utilized by MUCEDC
• Electronics possessed by the MUCEDC as specifically set forth below:
o 5 - Computer towers
o 10 - Display monitors o 5 - Laptop computers o 1 - Re-Markable device
o 3 - iPhones
o 1- Starlink System
o 1 - 85-inch television screen o 3 - Desktop printers o 1 - Desktop scanner
• Production Room equipment and supplies possessed by the MUCEDC:
o 1 - Electric GBC binder o 1 – Laminator o 1 – Jackery power cell
o Miscellaneous small tools and accessories
o Miscellaneous office supplies
• Storage Room furnishings and components possessed by the MUCEDC o 1 - Canopy frame o 1 - In-box cabinet
o All non-wired in electronic components (connectors, cables, etc.)
• All other miscellaneous tangible personal property not specifically listed herein owned or possessed by the MUCEDC
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EXHIBIT 2 NORTH CAROLINA INTERLOCAL ORGANIZATION AND OPERATING AGREEMENT UNION COUNTY
THIS INTERLOCAL ORGANIZATIONAL AND OPERATING AGREEMENT is
entered into this the 12th day of October, 2021, by and between UNION COUNTY, a political subdivision of the State of North Carolina (hereafter “County”), and the CITY OF MONROE, a municipal corporation chartered under the laws of the State of North Carolina (hereafter “City”).
WHEREAS, local governments including counties and municipalities are authorized by North Carolina General Statutes Sections 158-8 et seq., 160A-460 et seq., and 153A-445 to enter into agreements and partnerships for economic development purposes; and
WHEREAS, an interlocal agreement has been in place since January 2013, pursuant to which the County and the City established Monroe-Union County Economic Development as a joint county-wide economic development program; and WHEREAS, the current interlocal agreement between the County and the City expires after December 31, 2021; and WHEREAS, it has been and will continue to be mutually beneficial to both the County and the City for the County and the City to remain joined in successfully promoting economic
development activity in the City of Monroe and the County of Union; and WHEREAS, both the County and the City desire to continue this partnership for economic development through the establishment of a new entity, the Monroe-Union County Economic Development Commission (the “Commission”), with the purpose, governance, organizational
structure, powers and duties, and activities as provided herein and the resolution establishing the Commission (the “Establishing Resolution”); and WHEREAS, the County and City have adopted, or will adopt along with this Agreement, the Establishing Resolution creating the Monroe-Union County Economic Development
Commission; and WHEREAS, the County and City have adopted, or will adopt along with an Amendment to this Agreement, a joint resolution concerning the dissolution of the Commission (the
“Dissolution Resolution”).
NOW, THEREFORE, for and in consideration of the mutual promises set forth herein and other good and valuable consideration, the parties agree to reorganize their economic development efforts and create the Monroe-Union County Economic Development Commission
pursuant to the Establishing Resolution under the following terms and conditions:
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1. PURPOSE. The purpose of this Agreement is to set forth the organizational structure, operational terms, and winding-down of the Monroe-Union County Economic Development Commission (“Commission”) consistent with the Establishing Resolution
and the Dissolution Resolution. 2. COMPOSITION/ORGANIZATION.
a. Board of Directors. The Monroe-Union County Economic Development
Commission Board of Directors (“Board”) shall be the governing body of the Commission. The duties and responsibilities of the Board are further defined in Section 3 below. The Board membership shall include seven (7) members. Those members shall be the
members of the Monroe City Council and the Mayor of the City of Monroe. The members of the Monroe City Council and the Mayor of the City of Monroe shall serve as members of the Board as ex officio as part of the duties of their official position. If a Board Member no longer serves in the office giving rise to their ex officio Board appointment, that person shall be deemed to have vacated their office on the Board.
3. POWER AND DUTIES OF THE BOARD OF DIRECTORS. a. The Board shall be delegated the powers and duties of an economic development
commission pursuant to N.C.G.S. § 158-8 et seq., as well as the ability to take any reasonable actions necessary to conduct, receive, and approve an independent audit under the provisions of Chapter 159 of the North Carolina General Statutes, as well as other actions reasonably necessary to resolve any outstanding obligations of the
Commission related solely to the winding up and termination of the Commission.
b. The Board shall have the power to adopt and utilize such bylaws, rules, and regulations for its own guidance and for the organization and governance of the Commission, including election and terms of any officers of the Board, as may be
reasonably necessary for the discharge of its duties, in conformity with applicable
law for the winding up and termination of the Commission (including, without limitation, appointment of a budget officer and finance officer under Chapter 159 of the North Carolina General Statutes and applicable law if necessary). The mayor of the City of Monroe shall serve as chair of the Board.
c. For the purpose of winding up the affairs of the Commission, the Board, any staff, employees, or other agents shall not have the authority to incur any debt, obligation, liability, or other expense which would purport to place any liability for such debt upon City or County without an express vote of approval from City and/or County
approving such indebtedness.
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4. TERM AND TERMINATION. This Agreement shall become effective as of January 1, 2022 (the “Effective Date”). The Agreement shall have a term running from the Effective Date through October 31, 2025, terminating effective November 1, 2025.
If this Agreement expires or is terminated as provided for herein, the provisions of Section 5 for the dissolution of the Commission shall apply. 5. DISSOLUTION. City shall be responsible for the payment of any outstanding obligations of the Commission prior to its dissolution effective November 1, 2025. For
any such Commission expenses for which the City is responsible pursuant to this
paragraph which were obligated or incurred prior to July 1, 2025, County agrees to reimburse City fifty percent (50%) of such expenses upon invoice from County. However, such reimbursement requirement shall not apply to any expenses for the Commission’s FY 2025 audit expenses as set forth in the audit contract between the
Commission and Martin Starnes & Associates, CPAs, P.A.
6. NO AUTHORITY TO BIND FOR INCENTIVES. City agrees that neither City nor
Commission shall have any authority to bind County to the payment or provision of any economic development incentives. County agrees that neither County nor Commission shall have any authority to bind City to the payment or provision of any economic development incentives.
7. ENTIRE AGREEMENT. This Agreement contains the entire understanding between the parties. No other agreement, statement, or promise made by either party, orally or in writing, which is not contained in this Agreement shall be valid or binding.
8. AMENDMENT. This Agreement may be amended upon adoption of written
amendments executed in writing on behalf of each respective governing body, which may include amendment to the Establishing Resolution if required by applicable law. 9. JOINT EFFORTS. This Agreement shall be considered for all purposes as prepared through the joint efforts of the both parties and shall not be construed against one party or
the other as a result of preparation, submission, or drafting hereof.
10. SEVERABILITY. The provisions hereof are severable, and should any provision be determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby
be affected unless such ruling shall make further performance hereunder impossible or
impose an unconscionable burden upon one of the parties. The parties shall endeavor in good faith to replace the invalid, illegal or unenforceable provisions with valid provisions the economic effect of which comes as close as practicable to that of the invalid, illegal or unenforceable provisions.
11. COMPLIANCE WITH LAWS. In the performance of their duties pursuant to this Agreement, County, City, and Commission shall comply with all laws, rules, regulations,
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ordinances, codes, standards, and orders of any and all governmental bodies, agencies, authorities, and courts having jurisdiction.
12. REPRESENTATIONS AND WARRANTIES. Each party hereby represents and warrants each to the other the existence of all capacity, authority, resolutions, and actions necessary to execute and enter into this Agreement. [THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK.
SIGNATURES FOLLOW ON THE NEXT PAGE]
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EXHIBIT 2
NORTH CAROLINA INTERLOCAL ORGANIZATION AND OPERATING AGREEMENT UNION COUNTY
THIS INTERLOCAL ORGANIZATIONAL AND OPERATING AGREEMENT is
entered into this the 12th day of October, 2021, by and between UNION COUNTY, a political subdivision of the State of North Carolina (hereafter “County”), and the CITY OF MONROE, a municipal corporation chartered under the laws of the State of North Carolina (hereafter “City”).
WHEREAS, local governments including counties and municipalities are authorized by North Carolina General Statutes Sections 158-8 et seq., 160A-460 et seq., and 153A-445 to enter
into agreements and partnerships for economic development purposes; and
WHEREAS, an interlocal agreement has been in place since January 2013, pursuant to which the County and the City established Monroe-Union County Economic Development as a joint county-wide economic development program; and
WHEREAS, the current interlocal agreement between the County and the City expires after December 31, 2021; and WHEREAS, it has been and will continue to be mutually beneficial to both the County
and the City for the County and the City to remain joined in successfully promoting economic
development activity in the City of Monroe and the County of Union; and WHEREAS, both the County and the City desire to continue this partnership for economic development through the establishment of a new entity, the Monroe-Union County Economic
Development Commission (the “Commission”), with the purpose, governance, organizational
structure, powers and duties, and activities as provided herein and the resolution establishing the Commission (the “Establishing Resolution”); and WHEREAS, the County and City have adopted, or will adopt along with this Agreement,
the Establishing Resolution creating the Monroe-Union County Economic Development
Commission.; and WHEREAS, the County and City have adopted, or will adopt along with an Amendment to this Agreement, a joint resolution concerning the dissolution of the Commission (the
“Dissolution Resolution”).
NOW, THEREFORE, for and in consideration of the mutual promises set forth herein and other good and valuable consideration, the parties agree to reorganize their economic development efforts and create the Monroe-Union County Economic Development Commission pursuant to the Establishing Resolution under the following terms and conditions:
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1. PURPOSE. The purpose of this Agreement is to set forth the organizational structure and, operational terms for, and winding-down of the Monroe-Union County Economic
Development Commission (“Commission”) consistent with the Establishing Resolution.
Commission shall conduct economic development activities county-wide, including recruitment of new and retention of existing manufacturing, distribution and commercial office development, administration of the Union County Economic Development Incentive Grant Program, administration of the Union County Commercial Infrastructure Grant
Program, development of commercial and industrial park properties, and any other lawful
purpose. The level and nature of participation by any municipalities in Union County other than the City of Monroe may be provided as set forth in this Agreement. and the Dissolution Resolution.
2. COMPOSITION/ORGANIZATION.
a. Board of Directors. The Monroe-Union County Economic Development Commission Board of Directors (“Board”) shall be the governing body of the Commission. The duties and responsibilities of the Board are further defined in
Section 3 below.
The Board membership shall originally include sixseven (67) members: (i) the Union County Manager, (ii) the Monroe City Manager, (iii) two (2) members appointed by County, and (iv) two (2) members appointed by City (“Board Members”). The County
Manager and City Manager shall serve ex officio as part of the duties of their position
with the County or City. If other members of the Board are appointed from among the County Commissioners, City Council, or other public officers, such Board Members. Those members shall be the members of the Monroe City Council and the Mayor of the City of Monroe. The members of the Monroe City Council and the Mayor of the
City of Monroe shall serve as members of the Board as ex officio as part of the duties
of their official position. The Board Members shall serve one (1) year terms, with all such terms commencing on July 1 of each year and expiring on June 30 of each year, provided that each member shall serve until his or her successor is appointed (however, original Board Members
appointed upon establishment of the Commission shall serve a term which shall run
from appointment through June 30, 2023). If such a Board Member no longer serves in the office giving rise to their ex officio Board appointment, that person shall be deemed to have vacated their office on the Board. The appointing board shall appoint a new member, as qualified above, to serve the remainder of the unexpired term.
b. Board of Advisors. An Economic Development Advisory Board (“Advisory Board”)
shall be established to make recommendations to the City or County regarding economic development incentives and to advise the Board from time to time concerning economic development policies and recruitment and retention practices of the Commission. The Advisory Board that exists as of the date of execution of this
Agreement shall continue, with the membership composition to include twenty-six
(26) members as follows: (i) eight voting members appointed by City; (ii) eight voting members appointed by County; (iii) four non-voting ex officio members composed of
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the President of Wingate University (or approved designee), President of South Piedmont Community College (or approved designee), Superintendent of Union
County Public Schools (or approved designee), and the President of the Union County
Chamber of Commerce; and (iv) the six members of the Board serving as non-voting ex officio members by virtue of their office as Board Members. Advisory Board members serving ex officio shall not be counted for purposes of constituting a quorum.
The Advisory Board will determine how the chairperson and vice-chairperson of the
Advisory Board are appointed or elected from among its voting members.Voting members shall serve for terms of three (3) years. All non-voting ex officio members of the Advisory Board shall serve by virtue of their position, with their term expiring when vacating such underlying position. All voting members shall serve three-year
terms. All terms for voting members shall begin on January 1 and expire on December
31 of the last year of the member’s term, provided that each member shall serve until his or her successor is appointed and sworn in. 3. POWER AND DUTIES OF THE BOARD OF DIRECTORS.
a. The Board shall be delegated the powers and duties of an economic development
commission pursuant to N.C.G.S. § 158-8 et seq., which include the following:as well as the ability to take any reasonable actions necessary to conduct, receive, and approve an independent audit under the provisions of Chapter 159 of the North Carolina General Statutes, as well as other actions reasonably necessary to resolve
any outstanding obligations of the Commission related solely to the winding up and
termination of the Commission. b. Receive from any municipal, county, joint or regional planning board or commission with jurisdiction within its area an economic development program for part or all of the area;
c. Formulate projects for carrying out such economic development program, through
attraction of new industries, encouragement of existing industries, encouragement of agricultural development, encouragement of new business and industrial ventures by local as well as foreign capital, and other activities of a similar nature; d. Conduct industrial surveys as needed, advertise in periodicals or other communications
media, furnish advice and assistance to business and industrial prospects which may
locate in its area, furnish advice and assistance to existing businesses and industries, furnish advice and assistance to persons seeking to establish new businesses or industries, and engage in related activities; e. Encourage the formation of private business development corporations or associations
which may carry out such projects as securing and preparing sites for industrial
development, constructing industrial buildings, or rendering financial or managerial assistance to businesses and industries; furnish advice and assistance to such corporations or associations; f. Use grant funds to make loans for purposes permitted by the federal government, by
the grant agreement and in furtherance of economic development; the Commission
may delegate to another organization or agency the implementation of the grant’s purpose, subject to approval by the federal agency involved and the Board; and
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g. Carry on such other activities as may be necessary in the proper exercise of the functions described herein.
h.
b. i. The Board shall have the power to adopt and utilize such bylaws, rules, and regulations for its own guidance and for the organization and governance of the Commission, including election and terms of any officers of the Board, as may be reasonably necessary for the discharge of its duties, in conformity with applicable
law. Such election of officers shall include election of a chairman from its members.
The chairman of the Board shall serve a one year term. The initial Board chairman shall be elected by the Board members appointed by the City. After the expiration of the initial Board Chairman’s term (which initial Board Chairman’s term shall run from original election through June 30, 2023), the next Board chairman shall be
elected by the Board members appointed by the County for the following one year
term. Thereafter, the Board chairman shall alternate years of election by Board members appointed by the City and Board members appointed by the County. The Board’s rules shall provide that the Board meets regularly, at least once every three (3) months, at places and dates specified in the rules. The rules may provide that
special meetings may be called as provided in such rules. for the winding up and
termination of the Commission (including, without limitation, appointment of a budget officer and finance officer under Chapter 159 of the North Carolina General Statutes and applicable law if necessary). The mayor of the City of Monroe shall serve as chair of the Board.
The Board shall be responsible for the policy, strategy, long-range planning, and budget of the Commission, including conducting all economic development activities county-wide, including recruitment of new, and retention of existing, manufacturing, distribution and commercial office development. The Board shall
solicit input from the Advisory Board as it deems appropriate to support these efforts.
The Board’s chairman may also appoint any other committees as the work of the Commission may require. j. k. The Board may, within the limits of appropriated funds, appoint, set the annual
compensation of, suspend, and remove the Executive Director of the Commission,
and delegate executive powers to the Executive Director of the Commission (as further described in Section 4 of this Agreement). l. The Board may provide for its employees, within the limits of appropriated funds, health insurance (including for retirees), retirement benefits (including participation
in LGERS), deferred compensation plans, other insurance benefits, and any other
benefits allowed or required by law (and as further described in Section 4 of the Agreement). m. The Board may, within the limits of appropriated funds, contract with consultants for such services as it may require, and contract with the State of North Carolina or the
federal government, or any agency or department thereof, for such services as may
be provided by such agencies; and it is hereby empowered to carry out the provisions of such contracts as it may enter.
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n. The Board shall be responsible for ensuring the Commission carries out the Work Plan, and recommends any annual amendments to the Work Plan, as such Work Plan is
described in Section 5 of the Agreement.
o. The Board may consider and provide recommendations to City, County, and any municipality regarding potential local incentives as City, County, or municipality may provide in accordance with Chapter 158 of the North Carolina General Statutes and all other applicable law.
p. The Board may provide input regarding the activities of the Union County Economic
Development Growth Enterprise, Inc. non-profit corporation. q. The Board shall develop and approve an annual budget which shall be administered under the provisions of Chapter 159 of the North Carolina General Statutes and be subject to an independent audit in that the Commission is a local government public
authority pursuant to N.C.G.S. § 159-7(10). The Board shall also obtain an annual
independent audit of Commission accounts consistent with generally accepted accounting principles, and submit a copy of the audit to City and County. r. The Board may accept, receive, and disburse in furtherance of its functions any funds, grants, and services made available by the federal government and its agencies, the
State government and its agencies, any municipalities or counties, and by private and
civic sources. s. The Board shall be delegated the power to appoint a budget officer for the Commission who shall perform the duties required by Chapter 159 of the North Carolina General Statutes and applicable law.
t. The Board shall be delegated the power to appoint a finance officer for the Commission
who shall ensure expenditure of funds consistent with the budget adopted by the Board and perform all other duties required of such position by Chapter 159 of the North Carolina General Statutes and applicable law. u. The Board shall be delegated the power to assure compliance with all applicable state
and federal law and eligibility for the receipt of any state or federal funds.
v. The Board shall be delegated the power to defend and indemnify, to the extent permitted by applicable law, its officers, directors, board members, and employees, as further set forth in Section 8 below. c. w. TheFor the purpose of winding up the affairs of the Commission, the Board, any
staff, employees, or other agents shall not have the authority to incur any debt,
obligation, liability, or other expense, not otherwise provided for in existing appropriations, which would purport to place any liability for such debt upon City or County without an express vote of approval from City and/or County approving such indebtedness.
4. PERSONNEL. The Executive Director of the Commission (“Executive Director”) shall be delegated the executive powers of the Commission and be considered the chief administrative staff member designated for carrying out the purposes of the Commission. The initial Executive Director of the Commission shall be the current Executive Director
of Monroe-Union County Economic Development who is employed by City immediately
prior to the Transition Date (as defined in Section 9 of the Agreement).
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Thereafter, the Executive Director shall be appointed by the Board. The Executive Director shall be suspended or removed in the discretion of the Board, upon the joint
recommendation of the County Manager and City Manager. The Executive Director is
permitted and encouraged to attend and participate in management level meetings and activities of both County and City. The Executive Director shall be responsible for the appointment, discipline, suspension,
and removal of all other employees of the Commission.
In its initial formation, the Commission shall offer employment to those employees of City assigned to Monroe-Union County Economic Development immediately prior to the Transition Date (“Transitioning Employees”) upon substantially equivalent terms and conditions of employment as existed for the Transitioning Employees prior to the
Transition Date. The parties agree to cooperate expeditiously in the transition of the
Transitioning Employees to the Commission. The Commission, City, and County shall use their best efforts to provide Transitioning Employees with benefits, including vested benefits, that are substantially equivalent to those provided to Transitioning Employees in their previous employment prior to the Transition Date, including without limitation
accrued and accruing vacation leave, sick leave, holiday leave, or other paid time off.
City shall provide financial contributions and approvals, as necessary, to ensure that credit for accrued or vested benefits prior to the Transition Date for Transitioning Employees are provided without cost to the Commission. The Commission may, by written agreement and consistent with applicable law, utilize
the employees, service providers, or services of County or City for purposes of financial
reporting, payroll administration, benefits administration, or other administrative operations of the Commission. 5. PRODUCT DEVELOPMENT, OUTREACH, REPORTING, AND ADDITIONAL MUNICIPAL SERVICES.
a. Product Development. Site specific product development is critical to a successful
economic development program and may include such activities as industrial or commercial park development, speculative building development, and site specific infrastructure development. The annual amounts identified in Section 6 and paid by County and City to Commission do not include costs associated with product
development. The Board, either itself or through the Advisory Board, may consider
and recommend specific site development activities as part of its Work Plan development. For such projects, the Commission shall collaborate with the County and City to determine the most efficient and effective process to make appropriate administrative decisions with respect to development and marketing strategies and
plans. Any product development may be subject to approval and funding by County
or City. b. Outreach. During the term of this Agreement, the Executive Director shall perform outreach to the other thirteen 13 municipalities in Union County to solicit their participation in the continued updating of the county-wide economic development
work plan adopted and amended under the previous interlocal agreement for Monroe-
Union County Economic Development between County and City (the “Work Plan”). Commission shall update the Work Plan on an annual basis. After Commission has determined each year those municipalities that desire to participate in the Work Plan, Commission shall collaborate with City, such participating municipalities, and with
174
County for those areas outside municipal limits, to determine (i) the individual needs of each community, (ii) the strategies to be utilized by Commission for meeting such
needs, (iii) the type of development each seeks to encourage, (iv) the level of
participation desired, (v) the frequency and nature of reports and presentations by Commission to the stakeholder municipalities, and (vi) such other matters as deemed appropriate by City, County, and the stakeholder municipalities. When Commission has gained consensus regarding such terms, Commission shall incorporate them into
a Work Plan update and provide a draft for County and City review not later than
April 30 of a given year. The parties shall finalize and adopt the Work Plan, or update thereto not later than June 30 of each year. The Work Plan shall be considered, as amended, an amendment to this Agreement and adoption of such Work Plan shall be deemed a material term of this Agreement.
c. Reports. In addition to services otherwise provided by Commission pursuant to this
Agreement, including those services required in the Work Plan, Commission shall also provide the following quarterly written reports to the County Manager, City Manager, Board, and Advisory Board, including: • Number of business inquiries; • Number of calls on existing industries; and • Status reports on current projects.
In addition, the Commission shall provide the following information in an annual
written report to County Manager/Board of Commissioners, City Manager/Council:
• New jobs that can be attributed to the Commission;
• Average wage for jobs announced by companies that can be attributed to
the Commission;
• Total capital investment announced by companies that can be attributed to the Commission;
• Retention activities and the number of jobs impacted that can be attributed
to the Commission;
• Tracking/trends of the Union County unemployment rate in comparison
with the surrounding counties, the Charlotte region, and the State of North
Carolina;
• Overall percentage and net change of commercial/business tax base within
Union County and the City of Monroe (via reporting by the Union County
Assessor’s Office); and
• Total square footage of commercial/industrial and office buildings available
within Union County and the City of Monroe and the marketable condition of this space.
The Commission shall also provide an annual presentation summarizing its efforts
to County (upon request by its Board of Commissioners) and City (upon request by its Council), and shall provide such other reasonable report and information as are
requested from time to time by County or City.
d. Services to Non-Party Municipalities. Union County municipalities that are not a party
to this agreement may benefit from the Commission’s promotion of City or County assets such as parks, recreation facilities, transportation infrastructure, building sites, education and workforce development resources, hospitality, healthcare, and other
175
community assets attractive to businesses or industries desiring to locate or expand in the City or County. Additionally, the Commission may assist a non-party
municipality in its economic development activities through general economic
development research, business and industry environment reports, or incentive management related to location or expansion of a business or industry in the City of Monroe or Union County that is part of the regular business of the Commission. If, however, a non-party municipality desires specific research or support related to
targeted business recruitment strategies, special staffing support arrangements, or
support of a particular economic development project within or contiguous to its municipal boundary that is not endorsed by the City or County, then the Commission may enter in to interlocal agreements (subject to approval by the Board) for the provision of such services in return for commensurate consideration from the non-
party municipality.
6. CONTRIBUTIONS AND FINANCING. During the term of this Agreement, as defined in Section 9, both County and City shall contribute, at a minimum a base contribution to the Commission annually (each party’s such contribution is shall be referenced as a “Base Contribution”). The Base Contribution for each party for FY 2022-2023 shall be a 50/50
share of the total monies required to be contributed by City and County to Commission
for FY 2022-2023 pursuant to this Agreement, which Base Contribution amount shall take into account the value of in-kind services, including whole or partially funded full-time equivalent position(s), provided to the Commission by either party (as such Base Contribution amount for FY 2022-2023 is identified in Exhibit A). Each Base
Contribution shall be used by the Commission to finance its operations and administrative
costs, provided that such payments shall exclude the cost of any incentives paid by County and City. County or City may provide additional funds to Commission beyond its Base Contribution, with such additional payments being at the discretion of the party providing such a contribution.
County and City shall each provide its Base Contribution to Commission in increments
of two (2) equal installments, payable on or before the first day of each fiscal year and the first day of each calendar year, beginning on July 1, 2022 (except that the first
such payment under this Agreement shall be payable within thirty (30) days of the Transition Date).
For each fiscal year the Agreement is in effect, beginning on July 1, 2023, both City and County will adjust its annual Base Contribution by an increase of at least two percent
(2%) of the previous year’s Base Contribution. The combined annual Base Contribution
to the Commission between County and City shall be referenced as the “Combined Annual Base Contribution.” The Base Contribution of County and City for FY 2022-2023 is set forth in Exhibit A of this Agreement, which is attached and incorporated herein by reference. Exhibit A also
provides an estimated schedule for each party’s Base Contribution beyond FY 2022-2023
during the Initial Term of this Agreement (reflecting an annual 2% increase).
Commission shall maintain accurate and detailed financial records, in accordance with
generally accepted accounting principles, consistently applied, for all expenditures or costs related to the Commission. County and City have the right to inspect, examine, and make copies of all financial books, records and accounts of Commission during normal business hours and may audit financial records upon reasonable notice. Within ninety
176
(90) days following the end of each fiscal year during which this Agreement is in effect, Commission shall provide a copy of its annual audit to County and City. In the event it
is determined that funds provided to Commission pursuant to this Agreement have been
expended in a manner inconsistent with the provisions of this Agreement, then Commission agrees to refund any such funds to County and City based on a pro-rata share of total Commission funding. City agrees that all funds currently within the fund balance associated with Monroe-
Union Economic Development and other assets controlled or used by Monroe-
Union Economic Development as of the Transition Date shall be transferred to the Commission. 7. PROPERTY OWNERSHIP. All buildings, grounds, facilities, furniture, equipment, technology, and other assets purchased by either County or City shall remain the property
of County or City, except that which has been transferred to the Commission by the City
on the Transition Date. Within the limits of appropriated funds, the Commission may lease, rent, or purchase, or otherwise obtain suitable quarters and office space for its staff, and may lease, rent, or purchase necessary furniture, fixtures, or other equipment. No real property shall be owned or titled in the name of the Commission, but shall instead
be owned by County and City as tenants in common. Upon termination of the Agreement
or dissolution of the Commission, any Commission property and jointly owned property shall be governed by Section 10 of this Agreement. 8. INSURANCE COVERAGE AND INDEMNIFICATION. Commission shall maintain insurance coverage for property owned or used by the Commission for its services.
Commission shall also maintain reasonable insurance coverage for the Commission and
its directors and officers, specifically including, without limitation, Directors & Officers coverage, general liability coverage, workers’ compensation coverage, and any other insurance coverage required by law. The Commission shall, to the extent permitted by applicable law, indemnify each person
who may serve or who has served at any time as an officer, director, board member, or
employee of the Commission against all expenses and liabilities, including, without limitation, counsel fees, judgments, fines, excise taxes, penalties, and settlement payments, reasonably incurred by or imposed upon such person in connection with any threatened, pending or completed action, suit or proceeding in which he or she may
become involved by reason of his or her service in such capacity; provided that no
indemnification shall be provided for any such person with respect to any matter as to which he or she shall have been finally adjudicated in any proceeding not to have acted in good faith or in the reasonable belief that such action was in the best interest of the Commission; and further provided that any compromise or settlement payment shall be
approved by the Board Members who are not at that time parties to the proceeding, unless
otherwise delegated to the Executive Director (subject to any necessary budgetary and appropriation approval of County and City). 4. 9. TERM AND TERMINATION. This Agreement shall become effective as of January 1, 2022 (the “Effective Date”). The date on which the City shall transfer
personnel to the Commission as required by this Agreement is July 1, 2022 (“Transition
Date”). The Agreement shall have an initiala term running from the Effective Date through June 30, 2027. The Agreement shall automatically renew at the end of the then-current term for three (3) year terms (“Renewal Terms”) until terminated in writing.
177
Either party may terminate this Agreement, without cause, by giving at least two (2) years’ written notice adopted by resolution of its governing board that it wishes to
terminate the Agreement and withdraw from the Commission. October 31, 2025,
terminating effective November 1, 2025. 10. If this Agreement expires or is terminated as provided for herein, the provisions of Section 105 for the dissolution of the Commission shall apply. 11. DISSOLUTION. If the Agreement expires or is terminated as provided by Section 9 or
operation of law, the provisions of this Section 10 shall apply. Such events shall be considered a dissolution of the Commission. Upon dissolution, the property owned or purchased by or for County or City individually, shall remain the respective property of County or City. Property owned or purchased jointly by County and City shall be divided according to the percentage ownership or interest of each, or should City and County so
agree, shall remain jointly owned. Property directly paid for or purchased with Commission funds or by Commission, shall be divided equally between City and County, unless otherwise required by law. The resolution of outstanding debts may be accomplished by agreement of County and City authorized representatives. After all outstanding debts are resolved, any remaining funds shall be distributed equally between
County and City. 5. DISSOLUTION. City shall be responsible for the payment of any outstanding obligations of the Commission prior to its dissolution effective November 1, 2025. For any such Commission expenses for which the City is responsible pursuant to this paragraph which were obligated or incurred prior to July 1, 2025, County agrees to
reimburse City fifty percent (50%) of such expenses upon invoice from County. However, such reimbursement requirement shall not apply to any expenses for the Commission’s FY 2025 audit expenses as set forth in the audit contract between the Commission and Martin Starnes & Associates, CPAs, P.A.
116. NO AUTHORITY TO BIND FOR INCENTIVES. City agrees that neither City nor Commission shall have any authority to bind County to the payment or provision of any
economic development incentives. County agrees that neither County nor Commission
shall have any authority to bind City to the payment or provision of any economic development incentives. In the event Commission (through its staff, Board, or Advisory Board) deems a project worthy of receipt of incentives from County or City, Commission shall provide its Executive Director to discuss the project with County’s Board of
Commissioners or City’s Council, as appropriate, in closed session and upon request, at any open session of such governmental bodies, and in sufficient detail as to such governmental bodies to make an informed decision regarding the provision of incentives. 127. ENTIRE AGREEMENT. This Agreement contains the entire understanding between
the parties. No other agreement, statement, or promise made by either party, orally or in writing, which is not contained in this Agreement shall be valid or binding.
178
138. AMENDMENT. This Agreement may be amended upon adoption of written amendments executed in writing on behalf of each respective governing body, which may
include amendment to the Establishing Resolution if required by applicable law.
149. JOINT EFFORTS. This Agreement shall be considered for all purposes as prepared through the joint efforts of the both parties and shall not be construed against one party or the other as a result of preparation, submission, or drafting hereof.
1510. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be affected unless such ruling shall make further performance hereunder impossible or impose an unconscionable burden upon one of the parties. The parties shall endeavor in
good faith to replace the invalid, illegal or unenforceable provisions with valid provisions
the economic effect of which comes as close as practicable to that of the invalid, illegal or unenforceable provisions.
1611. COMPLIANCE WITH LAWS. In the performance of their duties pursuant to this
Agreement, County, City, and Commission shall comply with all laws, rules, regulations,
ordinances, codes, standards, and orders of any and all governmental bodies, agencies, authorities, and courts having jurisdiction.
1712. REPRESENTATIONS AND WARRANTIES. Each party hereby represents and
warrants each to the other the existence of all capacity, authority, resolutions, and actions
necessary to execute and enter into this Agreement. [THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK.
SIGNATURES FOLLOW ON THE NEXT PAGE]
179
EXHIBIT A
Base Contribution Projected Schedule for Initial Term:
Fiscal Year Union County City of Monroe
2022-2023 $495,000 $495,000
2023-2024 $504,900 $504,900
2024-2025 $514,998 $514,998
2025-2026 $525,298 $525,298
2026-2027 $535,804 $535,804
NOTE: The parties agree that the Base Contributions will be made for FY 2022-2023 in
accordance with this chart. However, the Base Contributions listed for additional future
fiscal years are estimates based on the annual increase set forth in Section 6 of the
Agreement.
180
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-544 Agenda Date:9/2/2025
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on the Consent Agenda
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board of Commissioners for review and approval on the
September 2, 2025, consent agenda.
FINANCIAL IMPACT:
None
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™181
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-522 Agenda Date:9/2/2025
TITLE:..title
Union EMS Quarterly Financial Statements - June 2025
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union EMS provides unaudited quarterly reports and an annual audited financial report to the County
as required by contract terms.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™182
1403 Dove St • P.O. Box 633 • Monroe, NC 28111 • 980-993-7600 • Fax: 704-226-2000
Union Emergency Medical Services
July 22, 2025
Mr. Brian Matthews, County Manager
Union County
500 North Main St., Suite 901 Monroe N.C. 28112
Mr. Matthews,
In accordance with the Union EMS agreement, enclosed are the unaudited financial statements and the detailed schedules on receivables and liabilities for the period ending June 30, 2025. Please keep in mind when reviewing these statements and schedules that they are prepared on a modified accrual basis. Therefore, there will be timing difference from this basis as
compared to a cash basis.
If you have any questions, please contact me at tina.hampton@atriumhealth.org.
Sincerely,
Tina Hampton Director, Financial Services, Atrium Health
CC: Denise White, VP, Facility Executive & Chief Nurse Executive, Atrium Health Jeff Griffin, AVP Finance, Atrium Southern Division
David Hyatt, Director, EMS Beverly Liles, Finance Director Blake Hart, Budget Director Patrick Niland, Assistant County Manager
183
PAGE
1.UNAUDITED STATEMENTS OF ASSETS AND LIABILITIES
2.UNAUDITED COMPARATIVE STATEMENTS OF OPERATIONS
3.UNAUDITED STATEMENTS OF SOURCES AND USES OF CASH
4.ACCOUNT RECEIVABLE AND ACCOUNTS PAYABLE ANALYSIS
5.SCHEDULE OF EXCESS CASH AVAILABLE
Union Emergency Medical Services
QUARTERLY UNAUDITED FINANCIAL REPORTS
AS OF JUNE 30, 2025
184
UNION EMERGENCY MEDICAL SERVICES
Statements of Assets and LiabilitiesJune 30, 2025
ASSETS
$
CURRENT ASSETS June 2025 June 2024 CHANGE
Cash and cash equivalents $5,727,978 $7,285,892 ($1,557,914)Patient accounts receivable - net 1,676,836 1,463,277 $213,559Other accounts receivable 14,858 15,622 ($764)
Prepaid expenses 0 69,670 ($69,670)
TOTAL CURRENT ASSETS 7,419,672 8,834,461 (1,414,789)
TOTAL ASSETS $7,419,672 $8,834,461 ($1,414,789)
LIABILITIES AND FUND BALANCE
CURRENT LIABILITIES
Accounts payable $2,411,102 $3,390,676 ($979,574)
Salaries and Wages Payable 995,009 911,222 $83,787
Curr Port LTD - Notes Payable 74,314 148,628 (74,314)
Other liabilities and accruals 57,618 669 $56,949
TOTAL CURRENT LIABILITIES 3,538,043 4,451,195 (913,152)
OTHER LIABILITIES
Long Term Debt - Notes Payable - 74,314 (74,314)
TOTAL OTHER LIABILITIES - 74,314 (74,314)
FUND BALANCE
Unrestricted 3,381,629 3,808,952 (427,323)
Restricted 500,000 500,000 -
TOTAL FUND BALANCE 3,881,629 4,308,952 (427,323)
TOTAL LIABILITIES AND FUND BALANCE $7,419,672 $8,834,461 ($1,414,789)
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
Unaudited Financial Statements Page 1
185
UNION EMERGENCY MEDICAL SERVICES
COMPARATIVE STATEMENTS OF OPERATIONSFor the Month and Year to Date Ended June 30, 2025
CURRENT MONTH YEAR-TO-DATE
%%
ACTUAL BUDGET CHANGE ACTUAL BUDGET CHANGE
OPERATIONS
OPERATING REVENUE
$453,167 $402,653 13% Basic Life Support Revenue $4,593,484 $4,831,841 -5%478,917 535,204 -11% Advanced Life Support Revenue 6,857,209 6,422,445 7%1,100 1,210 -9% Other Patient Revenue 6,580 14,523 -55%178,883 168,886 6% Mileage Revenue 2,032,812 2,026,636 0%
1,112,067 1,107,953 0% TOTAL PATIENT REVENUE 13,490,085 13,295,445 1%
516,166 570,584 -10% TOTAL REVENUE DEDUCTIONS 5,570,971 6,847,013 -19%
595,901 537,369 11%NET PATIENT REVENUE 7,919,114 6,448,432 23%
780,860 780,860 0% County Funding Revenue 9,370,316 9,370,316 0%
5,500 2,790 97%OTHER OPERATING REVENUE 70,833 33,481 112%
1,382,261 1,321,019 5% TOTAL OPERATING REVENUE 17,360,263 15,852,229 10%
OPERATING EXPENSES
805,925 811,555 -1% Salaries & Wages 9,639,232 9,738,658 -1%
221,467 223,817 -1% Benefits 2,601,851 2,685,809 -3%
1,027,392 1,035,372 -1% TOTAL PERSONNEL 12,241,083 12,424,467 -1%
131,965 76,385 73% Supplies 1,080,032 916,624 18%26,612 37,908 -30% Professional Fees 517,305 454,897 14%38,259 36,054 6% Purchased Services 422,197 432,636 -2%32,304 33,565 -4% Insurance 405,944 402,786 1%43,974 44,166 0% Utilities 459,790 529,986 -13%204,317 57,569 255% Other Operating Expense 1,043,353 690,833 51%
1,504,823 1,321,019 14%TOTAL OPERATING EXPENSES 16,169,704 15,852,229 2%
(122,562)- -100% RESULTS OF OPERATIONS 1,190,559 - 100%
NON-OPERATING REVENUE (EXPENSE)
4,132 - 100% Interest Income 80,515 - 100%
- - 0% Interest Expense (3,862)- -100%
4,132 - 100%TOTAL NON-OPERATING REVENUE (EXPENSE)76,653 - 100%
CAPITAL
REVENUE
- 98,518 -100%County Funding - 1,182,216 -100%
EXPENSES
- - 0%Proceeds from Sale of Fixed Assets - - 0%- (28,684) -100%Equipment (108,386) (344,208) -69%(745,289) (69,834) 967%Vehicles (1,586,149) (838,008) 89%
(745,289) (98,518) 657%Capital Expenses Total (1,694,535) (1,182,216) 43%
(745,289) - -100%TOTAL CAPITAL MARGIN (1,694,535)- -100%
TOTAL MARGIN
(863,719) - -100% TOTAL MARGIN ($427,323)- 100%
1,482 1,417 5%TRIPS 17,899 17,000 5%
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
STATISTICS
Unaudited Financial Statements Page 2 186
UNION EMERGENCY MEDICAL SERVICES
Statements of Sources and Uses of Cash
For the Year to Date Ended June 30, 2025
Y-T-D FY 2025
CASH FLOWS FROM OPERATING ACTIVITIES
Cash Received from Patients 8,332,306
Cash Received from Union County 9,370,316
Cash Paid for Goods and Services (7,377,601)
Cash Paid to Employees for Services (10,111,127)
.
Net Cash Provided by Operating Activities 213,894
CASH FLOWS FROM CAPITAL AND RELATING
FINANCING ACTIVITIES
Purchases of Property and Equipment (1,694,535)
Proceeds/(Payments) from Notes Payable (148,628)
Proceeds for Sale of Fixed Assets -
Net Cash Used in Capital and Related Financing Activities (1,843,163)
CASH FLOWS FROM INVESTING ACTIVITIES
Interest Income 75,217
Interest Expense (3,862)
Net Cash Provided by Investing Activities 71,355
NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS (1,557,914)
Cash and Equivalents at Beginning of Year 7,285,892
CASH AND CASH EQUIVALENTS - June 30, 2025 5,727,978
RECONCILIATION OF OPERATING INCOME TO NET
CASH PROVIDED BY OPERATING ACTIVITIES
Operating Income $1,190,558
Adjustments to Reconcile Operating Income to Cash
Provided by Operating Activities:
(Increase) Decrease in Patient Account Receivable, Net (213,559)
Change in Other Operating Assets and Liabilities (763,105)
Net Cash Provided by Operating Activities 213,894
These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP.
Unaudited Financial Statements Page 3 187
0-30 31-60 61-90 91-120 over 120 TotalGross Patient A/R $1,487,452 $600,143 $384,841 $210,707 $1,336,352 $4,019,495
Other A/R $14,858 $0 $0 $0 $0 $14,858
Total Receivables $1,502,310 $600,143 $384,841 $210,707 $1,336,352 $4,034,353
Allowance ($2,342,659)
Net Receivables $1,691,694
Total adjusted
Total Collection
Billed Rate
Quarter Ending September 2024 $3,351,814 61%
Quarter Ending December 2024 $3,374,437 55%Quarter Ending March 2025 $3,430,936 62%
Quarter Ending June 2025 $3,332,898 52%
Fiscal Year to Date $13,490,085 57%
0-30 31-60 61-90 91-120 over 120 Total
Vendor Payables $2,411,102 $0 $0 $0 $0 $2,411,102
Accrued Payables $995,009 $0 $0 $0 $0 $995,009
Current Portion of Notes Payable $74,314 $0 $0 $0 $0 $74,314
Other Liabilities $57,618 $0 $0 $0 $0 $57,618
Total Liabilities $3,538,043 $0 $0 $0 $0 $3,538,043
Union Emergency Medical Services
JUNE 2025
Aging of Payables
Quarterly Report on Payables
Quarterly Report on Receivables
Aging of Receivables
Collection Rates
Page 4
188
UNION EMS
EXCESS CASH AVAILABLE
Cash & Cash Equivalents $5,727,978
Less:
Accounts Payable 2,411,102
Salaries & Wages Payable 995,009
Current Portion of Notes Payable 74,314
Other Liabilities & Accruals 57,618
TOTAL LIABILITIES 3,538,043
Net Cash from Operations $2,189,935
Less: Restricted Fund Balance 500,000
Excess Cash Available Before Capital Committed $1,689,935
Remaining Capital to be purchased out of Excess Cash per County:
2023/2024: Remounts (6)($1,038,861)
2024/2025: Ambulance-New Builds (1)($442,519)
EXCESS CASH AVAILABLE $208,555
For the Month and Year to Date Ended June 30, 2025
Page 5
189
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-532 Agenda Date:9/2/2025
TITLE:..title
Tax Refunds, Releases and Prorations Approved by Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for
Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and
NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on
requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS
105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the
county finance officer related to surrendering of registered motor vehicle plates. The finance officer
shall issue a refund to the vehicle owner. The attached report is for July 2025 NCVTS releases and
refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX ($40.69)$0.00019TAX($15.91)$0.00
003 TAX ($4.36)$0.00
005 TAX ($0.97)$0.00
004 TAX ($7.28)$0.00002TAX($93.29)$0.00
Refund
001 TAX ($45.48)$0.00
700 TAX ($60.19)$0.00020TAX($14.90)$0.00
003 TAX ($4.88)$0.00
005 TAX ($1.09)$0.00
004 TAX ($8.14)$0.00002TAX($104.28)$0.00
Refund
001 TAX ($15.68)$0.00
026 TAX ($3.83)$0.00003TAX($1.68)$0.00
005 TAX ($0.37)$0.00
004 TAX ($2.81)$0.00
002 TAX ($35.95)$0.00
Refund
001 TAX ($26.95)$0.00
026 TAX ($6.57)$0.00
003 TAX ($2.89)$0.00
005 TAX ($0.64)$0.00004TAX($4.82)$0.00
002 TAX ($61.79)$0.00
Refund
001 TAX ($3.16)$0.00500TAX($7.45)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.01)$0.00
003 TAX ($0.34)$0.00005TAX($0.07)$0.00
004 TAX ($0.56)$0.00
002 TAX ($7.24)$0.00
Refund001TAX($27.84)($2.22)
800 TAX ($4.27)($0.34)
026 TAX ($6.79)($0.54)
003 TAX ($2.98)($0.24)005 TAX ($0.67)($0.06)
004 TAX ($4.98)($0.40)
002 TAX ($63.83)($5.11)
Refund001TAX($2.57)$0.00
500 TAX ($6.05)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.66)$0.00
003 TAX ($0.27)$0.00005TAX($0.06)$0.00
004 TAX ($0.46)$0.00
002 TAX ($5.88)$0.00
Refund001TAX($4.72)$0.00
800 TAX ($0.72)$0.00
026 TAX ($1.15)$0.00
003 TAX ($0.51)$0.00005TAX($0.11)$0.00
004 TAX ($0.85)$0.00
002 TAX ($10.83)$0.00
Refund001TAX($34.18)($1.72)
600 TAX ($38.74)($1.93)
023 TAX ($10.72)($0.54)
003 TAX ($3.66)($0.18)005 TAX ($0.82)($0.04)
004 TAX ($6.11)($0.30)
002 TAX ($78.36)($3.91)
Refund
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
($40.69)
($15.91)
($4.36)($0.97)
($7.28)
690392994
Refund Generated due to proration on Bill #0082843802-2024-2024-0000-00
Other Errors 7/7/2025 7/8/2025MONROE, NC 28110 Proration 0082843802 LFP6466 AUTHORIZEDAKHMETOV, ARTUR AKHMETOV, ARTUR 100 SEVEN OAKS DR
7/30/2025 7/31/2025
($45.48)
($60.19)
($14.90)
($4.88)($1.09)
($8.14)
($104.28)
$238.96
($93.29)
$162.50
ALLEN,
CHRISTIAN KYLE
ALLEN, CHRISTIAN KYLE
1001 MAYAPPLE DR STALLINGS, NC 28104 Proration 0086256235 KFX4788 AUTHORIZED 809950946
Refund Generated due to proration on Bill #0086256235-2024-2024-0000-00
Vehicle Sold
($15.68)
($3.83)
($1.68)
($0.37)($2.81)693948984
Refund Generated due to proration on Bill #0059718742-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025MATTHEWS, NC 28104 Proration 0059718742 TFN7206 AUTHORIZEDALLIE, NORMAN CARL ALLIE, NORMAN CARL 301 HOLLYHOCK DR
ANTONYAN, SONA NAGAPETOVNA
ANTONYAN, SONA NAGAPETOVNA
1004 FALLONDALE RD
7/29/2025 7/30/2025
($26.95)
($6.57)($2.89)
($0.64)
($4.82)
($61.79)
$103.66
($35.95)
$60.32
ALLIE, NORMAN CARL ALLIE, NORMAN CARL ALLIE, SIMON PETER 301 HOLLYHOCK DR MATTHEWS, NC 28104 Proration 0082190904 LFH1857 AUTHORIZED 693948990
Refund Generated due
to proration on Bill #0082190904-2024-2024-0000-00
Vehicle Sold
BALL, KAYLA HARMAN
BALL, PHILIPPE GEORGES
7010 HIGH OAKS DR
($0.07)
($0.56)($7.24)
$19.83
($3.16)
($7.45)
$0.00($1.01)
($0.34)919473432
Refund Generated due to proration on Bill #0080434637-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025WAXHAW, NC 28173 Proration 0080434637 VBA6893 AUTHORIZED
($5.38)($68.94)
$120.27
BANWARI, NACHIKET BANWARI, NACHIKET
420 KENSINGTON PARK WAY
WAXHAW, NC 28173 Proration 0073835543 BDD8619 AUTHORIZED 920564952
Refund Generated due
to proration on Bill #0073835543-2023-2023-0000-00
($30.06)
($4.61)($7.33)
($3.22)
($0.73)803997922
Refund Generated due to proration on Bill #0069305857-2024-2024-0000-00
Vehicle Sold 7/1/2025 7/3/2025WEDDINGTON, NC 28104 Proration 0069305857 KDT7198 AUTHORIZEDBALL, KAYLA HARMAN
BLAND, BRIAN WAYNE BLAND, KARIE LYNN 1012 JAMES MADISON DR
Vehicle Sold 7/8/2025 7/9/2025
($2.57)
($6.05)
$0.00($0.66)
($0.27)
($0.06)
($0.46)($5.88)
$15.95
($0.85)($10.83)
$18.89
BOGUES, MALISA MARIE BOGUES, MALISA MARIE 1025 PADDINGTON DR INDIAN TRAIL, NC 28079 Proration 0070931811 JDR7824 AUTHORIZED 805757260
Refund Generated due to proration on Bill #0070931811-2024-2024-0000-00
($4.72)
($0.72)($1.15)
($0.51)
($0.11)804539631
Refund Generated due to proration on Bill #0016586905-2024-2024-0000-00
Vehicle
Sold 7/3/2025 7/7/2025MATTHEWS, NC 28104 Proration 0016586905 EC1283 AUTHORIZEDBLAND, BRIAN WAYNE
Vehicle Sold 7/9/2025 7/10/2025
($35.90)
($40.67)($11.26)
($3.84)
($0.86)
($6.41)($82.27)
$181.21
Page 1 of 21
191
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00200TAX($13.62)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $5.85 $0.00
020 TAX $1.45 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($17.89)$0.00
200 VEHICLE FEE ($30.00)$0.00700TAX$7.69 $0.00
020 TAX $1.90 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00004TAX$0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00200TAX($12.61)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $5.42 $0.00
020 TAX $1.34 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($40.91)$0.00
200 TAX ($125.97)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($4.39)$0.00005TAX($0.98)$0.00
004 TAX ($7.32)$0.00
002 TAX ($93.81)$0.00
Refund001TAX($6.87)$0.00
026 TAX ($1.67)$0.00
003 TAX ($0.73)$0.00
005 TAX ($0.16)$0.00004TAX($1.23)$0.00
002 TAX ($15.76)$0.00
Refund
001 TAX ($5.53)($0.28)026 TAX ($1.27)($0.06)
003 TAX ($0.59)($0.03)
005 TAX ($0.13)($0.01)
004 TAX ($0.99)($0.05)
002 TAX ($12.67)($0.63)Refund
001 TAX ($42.18)$0.00
600 TAX ($47.82)$0.00
020 TAX ($13.83)$0.00003TAX($4.52)$0.00
005 TAX ($1.01)$0.00
004 TAX ($7.55)$0.00
002 TAX ($96.73)$0.00
Refund
001 TAX ($4.02)$0.00
970 TAX ($0.81)$0.00
020 TAX ($1.65)$0.00003TAX($0.38)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.39)$0.00
002 TAX ($9.59)$0.00
Refund
001 TAX ($118.62)$0.00
800 TAX ($18.17)$0.00
026 TAX ($28.93)$0.00003TAX($12.72)$0.00
005 TAX ($2.83)$0.00
004 TAX ($21.22)$0.00
002 TAX ($271.99)$0.00
Refund
BOLANOS, JAVIER ANDRES BOLANOS, JAVIER ANDRES 2110 ARIA VILLAGE DR APT 401 $0.00
$0.00$0.00
$0.00
$36.32
$0.00
($13.62)
($30.00)$5.85
$1.451033712154
Refund Generated due to adjustment on Bill #0085620675-2024-2024-0000
Situs error 7/1/2025MATTHEWS, NC 28104 Adjustment < $100 0085620675 RKE1500 PENDING
BOLANOS, JAVIER ANDRES BOLANOS, JAVIER ANDRES 2110 ARIA VILLAGE DR APT 401
$0.00
$0.00
$0.00
$0.00
$38.30
$0.00($17.89)
($30.00)
$7.69
$1.901033712172
Refund Generated due to adjustment on Bill #0085620616-2024-2024-0000
Situs error 7/1/2025MATTHEWS, NC 28104 Adjustment < $100 0085620616 VFH3917 PENDINGBOLANOS, JAVIER ANDRES BOLANOS, JAVIER ANDRES 2110 ARIA VILLAGE DR APT 401
$0.00
$0.00
$0.00$0.00
$35.85
$0.00
($12.61)
($30.00)
$5.42$1.341033712190
Refund Generated due to adjustment on Bill #0085620568-2024-2024-0000
Situs error 7/1/2025MATTHEWS, NC 28104 Adjustment < $100 0085620568 9M8877 PENDING
($40.91)
($125.97)$0.00
($4.39)
($0.98)808393817
Refund Generated due to proration on Bill #0081364350-2024-2024-0000-00
Vehicle
Sold 7/24/2025 7/25/2025MONROE, NC 28110 Proration 0081364350 LED8769 AUTHORIZEDBOWEN, DANA EDWARD BOWEN, DANA EDWARD
BOWEN, BROOKE
ERIN
2634 ROLLING
HILLS DR
Vehicle Sold 7/17/2025 7/18/2025
($6.87)
($1.67)($0.73)
($0.16)
($1.23)
($15.76)
$26.42
($7.32)($93.81)
$273.38
BRENIZE, MATTHEW SCOTT BRENIZE, MATTHEW SCOTT BRENIZE, TINA CANADAY 2209 POPLAR RIDGE DR MONROE, NC 28110 Proration 0063541937 HMM1904 AUTHORIZED 691977102
Refund Generated due to proration on Bill #0063541937-2024-2024-0000-00
($5.81)
($1.33)
($0.62)
($0.14)($1.04)691976532
Refund Generated due to proration on Bill #0035789772-2023-2023-0000-00
Reg . Out of state 7/17/2025 7/18/2025FORT MILL, SC 29707 Proration 0035789772 EDW5383 AUTHORIZEDBUCK, DAVID HARRY BUCK, DAVID HARRY 1197 SUGAR CREEK RD
7/29/2025 7/30/2025
($42.18)($47.82)
($13.83)
($4.52)
($1.01)($7.55)
($96.73)
$213.64
($13.30)
$22.24
BULMAN LANDSCAPING SERVICES INC
BULMAN LANDSCAPING SERVICES INC
BULMAN, JAMES BYRON JR
2516 PROVIDENCE HILLS DR
MATTHEWS, NC 28105 Proration 0084536539 CN6506 AUTHORIZED 809605300
Refund Generated due to proration on Bill #0084536539-2024-2024-0000-00
Vehicle Sold
($4.02)($0.81)
($1.65)
($0.38)
($0.17)809606399
Refund Generated due to adjustment on Bill #0086415697-2025-2025-0000-00
Over Assessment 7/29/2025INDIAN TRAIL, NC 28079 Adjustment < $100 0086415697 LKV8416 PENDINGBURGESS, SHAUN PETER BURGESS, SHAUN PETER 606 POWDER HORN LN
Vehicle Sold 7/17/2025 7/18/2025
($118.62)($18.17)
($28.93)
($12.72)
($2.83)
($21.22)($271.99)
$474.48
($1.39)
($9.59)
$18.01
BURNICK, JAMES EUGENE BURNICK, JAMES EUGENE
BURNICK, MICHELLE DEANNA
3015 ASHFORD GLEN DR MATTHEWS, NC 28104 Proration 0070324490 PWS6814 AUTHORIZED 807305793
Refund Generated due to proration on Bill #0070324490-2024-2024-0000-00
Page 2 of 21
192
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.30)$0.00600TAX($6.01)$0.00
019 TAX ($2.07)$0.00
003 TAX ($0.57)$0.00
005 TAX ($0.12)$0.00004TAX($0.95)$0.00
002 TAX ($12.16)$0.00
Refund
001 TAX ($28.13)$0.00600TAX($31.89)$0.00
023 TAX ($8.82)$0.00
003 TAX ($3.01)$0.00
005 TAX ($0.67)$0.00004TAX($5.03)$0.00
002 TAX ($64.51)$0.00
Refund
001 TAX ($1.93)$0.00200TAX($5.95)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.21)$0.00
005 TAX ($0.05)$0.00004TAX($0.35)$0.00
002 TAX ($4.43)$0.00
Refund
001 TAX ($47.64)$0.00
700 TAX ($63.05)$0.00020TAX($15.61)$0.00
003 TAX ($5.11)$0.00
005 TAX ($1.14)$0.00
004 TAX ($8.52)$0.00002TAX($109.23)$0.00
Refund
001 TAX ($7.03)$0.00
600 TAX ($7.97)$0.00023TAX($2.21)$0.00
003 TAX ($0.75)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.26)$0.00002TAX($16.11)$0.00
Refund
001 TAX ($59.82)$0.00
500 TAX ($141.13)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($19.17)$0.00
003 TAX ($6.42)$0.00
005 TAX ($1.43)$0.00004TAX($10.71)$0.00
002 TAX ($137.17)$0.00
Refund
001 TAX ($18.68)$0.00
990 TAX ($2.40)$0.00015TAX($6.32)$0.00
003 TAX ($2.00)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.34)$0.00002TAX($42.82)$0.00
Refund
001 TAX ($8.10)$0.00
990 TAX ($1.04)$0.00015TAX($2.74)$0.00
003 TAX ($0.87)$0.00
005 TAX ($0.19)$0.00
004 TAX ($1.45)$0.00002TAX($18.58)$0.00
Refund
001 TAX ($7.63)$0.00
700 TAX ($10.09)$0.00023TAX($2.39)$0.00
003 TAX ($0.82)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.37)$0.00002TAX($17.49)$0.00
Refund
($5.30)
($6.01)
($2.07)($0.57)
($0.12)804539463
Refund Generated due to proration on Bill #0081946484-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MONROE, NC 28110 Proration 0081946484 LFM2572 AUTHORIZEDBUTLER, WILLIAM SCOTT BUTLER, WILLIAM SCOTT 4005 BROOK VALLEY RUN
Vehicle Sold 7/29/2025 7/30/2025
($28.13)
($31.89)
($8.82)($3.01)
($0.67)
($5.03)
($64.51)
$142.06
($0.95)
($12.16)
$27.18
BUTOV, ALEKSEY ALEKSANDROVICH
BUTOV, ALEKSEY ALEKSANDROVICH
1002 JEWELED CROWN CT INDIAN TRAIL, NC 28079 Proration 0081863184 TKD9130 AUTHORIZED 809607862
Refund Generated due to proration on Bill #0081863184-2024-2024-0000-00
($1.93)
($5.95)
$0.00($0.21)
($0.05)807055326
Refund Generated due to proration on Bill #0017946830-2023-2023-0000-00
Vehicle Sold 7/16/2025 7/17/2025MONROE, NC 28110 Proration 0017946830 ZVV9294 AUTHORIZEDCARPENTER, GREGORY HOWARD
CARPENTER, GREGORY HOWARD
2400 GLENEAGLES DR
Vehicle Sold 7/17/2025 7/18/2025
($47.64)
($63.05)
($15.61)
($5.11)($1.14)
($8.52)
($109.23)
$250.30
($0.35)
($4.43)
$12.92
CEM CORPORATION CEM CORPORATION 3100 SMITH FARM RD MATTHEWS, NC 28104 Proration 0083109101 LFW4571 AUTHORIZED 807307186
Refund Generated due to proration on Bill #0083109101-2024-2024-0000-00
CLAYSON, LYLE DENNIS CLAYSON, LYLE DENNIS CLAYSON, AMANDA LEE 4036 LILY POND CIR WAXHAW, NC 28173 Proration 0070369775 JJY2475 AUTHORIZED 921636352
Refund Generated due to proration on Bill #0070369775-2024-2024-0000-00
($7.03)
($7.97)
($2.21)
($0.75)($0.17)808935365
Refund Generated due to proration on Bill #0065344076-2024-2024-0000-00
Vehicle Totalled 7/25/2025 7/28/2025INDIAN TRAIL, NC 28079 Proration 0065344076 TKE2197 AUTHORIZEDCHAPMAN, SUSAN DAVIS CHAPMAN, SUSAN DAVIS 5907 ROCKWELL DR
Vehicle Sold 7/14/2025 7/16/2025
($59.82)
($141.13)
$0.00
($19.17)($6.42)
($1.43)
($10.71)
($137.17)
$375.85
($1.26)
($16.11)
$35.50
($18.68)
($2.40)
($6.32)
($2.00)($0.45)808391423
Refund Generated due to proration on Bill #0074435880-2024-2024-0000-00
Vehicle Sold 7/23/2025 7/24/2025WAXHAW, NC 28173 Proration 0074435880 HKF1697 AUTHORIZEDCOAN, CHARLES MARK COAN, CHARLES MARK 2213 WINDING OAKS TRL
Vehicle Sold 7/11/2025 7/14/2025
($8.10)
($1.04)
($2.74)
($0.87)($0.19)
($1.45)
($18.58)
$32.97
($3.34)
($42.82)
$76.01
COBE,
CHRISTOPHER MARTIN
COBE, CHRISTOPHER MARTIN
COBE, KATHLEEN A 6520 THE LITTLE RD WAXHAW, NC 28173 Proration 0020176763 JLB7405 AUTHORIZED 806196496
Refund Generated due to proration on Bill #0020176763-2024-2024-0000-00
($7.63)
($10.09)
($2.39)
($0.82)($0.18)808395056
Refund Generated due to proration on Bill #0065441888-2024-2024-0000-00
Vehicle Sold 7/24/2025 7/25/2025STALLINGS, NC 28104 Proration 0065441888 JMZ4925 AUTHORIZEDCOLE, KAREN BENITA COLE, KAREN BENITA 1102 KALLI DR
($1.37)
($17.49)
$39.97
Page 3 of 21
193
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($13.77)($0.67)970 TAX ($1.39)($0.07)
026 TAX ($3.36)($0.17)
003 TAX ($1.47)($0.08)
005 TAX ($0.32)($0.02)004 TAX ($2.47)($0.13)
002 TAX ($31.56)($1.58)
Refund
001 TAX ($17.26)$0.00026TAX($4.21)$0.00
003 TAX ($1.85)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.09)$0.00002TAX($39.57)$0.00
Refund
001 TAX ($37.23)$0.00
500 TAX ($87.84)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($11.93)$0.00
003 TAX ($4.00)$0.00
005 TAX ($0.89)$0.00004TAX($6.66)$0.00
002 TAX ($85.38)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($88.89)$0.00200VEHICLE FEE ($30.00)$0.00
500 TAX $68.11 $0.00
500 VEHICLE FEE $25.00 $0.00
028 TAX $9.25 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($12.52)$0.00
600 TAX ($14.19)$0.00
019 TAX ($4.89)$0.00003TAX($1.34)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.24)$0.00
002 TAX ($28.71)$0.00
Refund
001 TAX ($2.69)$0.00
700 TAX ($3.56)$0.00
023 TAX ($0.84)$0.00003TAX($0.29)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.48)$0.00
002 TAX ($6.16)$0.00
Refund001TAX($37.51)$0.00
700 TAX ($49.65)$0.00
020 TAX ($12.30)$0.00
003 TAX ($4.02)$0.00005TAX($0.89)$0.00
004 TAX ($6.71)$0.00
002 TAX ($86.01)$0.00
Refund001TAX($0.77)$0.00
026 TAX ($0.19)$0.00
003 TAX ($0.08)$0.00
005 TAX ($0.02)$0.00004TAX($0.14)$0.00
002 TAX ($1.77)$0.00
Refund
001 TAX ($30.29)$0.00015TAX($10.24)$0.00
003 TAX ($3.25)$0.00
005 TAX ($0.73)$0.00
004 TAX ($5.42)$0.00002TAX($69.46)$0.00
Refund
Vehicle Sold 7/31/2025 8/1/2025
($14.44)
($1.46)
($3.53)($1.55)
($0.34)
($2.60)
($33.14)
$57.06
COOPER, JENNIFER MCATEER
COOPER, JENNIFER MCATEER
COOPER, STACY LEIGH 600 JIM PARKER RD MONROE, NC 28110 Proration 0066505087 KAF3284 AUTHORIZED 810273121
Refund Generated due to proration on Bill #0066505087-2024-2024-0000-00
($17.26)
($4.21)
($1.85)($0.41)
($3.09)
690422832
Refund Generated due to adjustment on Bill #0079126723-2024-2024-0000-00
Damage 7/8/2025WAXHAW, NC 28173 Adjustment < $100 0079126723 KBP9851 PENDINGCOWNAN, RENJU ALEX COWNAN, RENJU ALEX 8700 GOOSE POND CV
7/7/2025 7/8/2025
($37.23)
($87.84)
$0.00
($11.93)($4.00)
($0.89)
($6.66)
($85.38)
$233.93
($39.57)
$66.39
CRAIG, RICHARD CURTIS
CRAIG,
RICHARD CURTIS 1728 GREAT RD WAXHAW, NC 28173 Proration 0072165145 KHK8266 AUTHORIZED 920523912
Refund Generated due to proration on Bill #0072165145-2024-2024-0000-00
Vehicle Sold
$9.25
$0.00
$0.00$0.00
$0.00
$0.00
($88.89)
($30.00)
$68.11$25.00
1148570240
Refund Generated due to adjustment on Bill #0085440638-2024-2024-0000
Situs error 7/1/2025WAXHAW, NC 28173 Adjustment < $100 0085440638 LJL8659 PENDING
7/25/2025
($12.52)($14.19)
($4.89)
($1.34)
($0.30)($2.24)
($28.71)
$64.19
$16.53
CRUTE, EDNA WIGFALL CRUTE, SAMUEL LOUIS CRUTE, EDNA WIGFALL 2005 HOLLY VILLA CIR INDIAN TRAIL, NC 28079 Proration 0034181834 HMF2411 AUTHORIZED 808395147
Refund Generated due to proration on Bill #0034181834-2024-2024-0000-00
Reg . Out of state 7/24/2025
CRANE, LEA ANN CRANE, LEA ANN CRANE, SCOTT MARTIN 5056 LYNDEY CIRCLE
($2.69)($3.56)
($0.84)
($0.29)
($0.07)809950827
Refund Generated due to proration on Bill #0016581551-2024-2024-0000-00
Vehicle Sold 7/30/2025 7/31/2025MATTHEWS, NC 28104 Proration 0016581551 HME8339 AUTHORIZEDDANIELSEN, RICHARD CLINTON JR
DANIELSEN, RICHARD CLINTON JR
3425 SHADOW LAKE LN
Vehicle
Totalled 7/31/2025 8/1/2025
($37.51)
($49.65)($12.30)
($4.02)
($0.89)
($6.71)($86.01)
$197.09
($0.48)($6.16)
$14.09
DAS, DEBARATI DAS, DEBARATI DAS, SOMNATH 4039 FRANKLIN MEADOWS DR MATTHEWS, NC 28105 Proration 0069615915 JCV7470 AUTHORIZED 810272519
Refund Generated due to proration on Bill #0069615915-2024-
2024-0000-00
($0.77)
($0.19)($0.08)
($0.02)
($0.14)
693905070
Refund Generated due to proration on Bill #0079827262-2024-2024-0000-00
Vehicle Sold 7/28/2025 7/29/2025WAXHAW, NC 28173 Proration 0079827262 LEA6613 AUTHORIZEDDAVIS, VANESSA CROOK DAVIS, VANESSA CROOK 2028 IVERSON LN
7/18/2025 7/29/2025
($30.29)
($10.24)
($3.25)($0.73)
($5.42)
($69.46)
$119.39
($1.77)
$2.97
DAWSON, MARGARET K DAWSON, MARGARET K 2103 HARVEST TIME LN WAXHAW, NC 28173 Proration 0075801667 RCM2346 AUTHORIZED 692182860
Refund Generated due to proration on Bill #0075801667-2024-2024-0000-00
Vehicle Sold
Page 4 of 21
194
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($31.75)$0.00017TAX($11.44)$0.00
003 TAX ($3.41)$0.00
005 TAX ($0.76)$0.00
004 TAX ($5.68)$0.00002TAX($72.80)$0.00
Refund
001 TAX ($12.04)$0.00
500 TAX ($28.41)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($3.86)$0.00
003 TAX ($1.29)$0.00
005 TAX ($0.29)$0.00004TAX($2.15)$0.00
002 TAX ($27.61)$0.00
Refund
001 TAX ($11.29)$0.00800TAX($1.73)$0.00
026 TAX ($2.75)$0.00
003 TAX ($1.21)$0.00
005 TAX ($0.27)$0.00004TAX($2.02)$0.00
002 TAX ($25.88)$0.00
Refund
001 TAX ($6.56)$0.00
600 TAX ($7.44)$0.00023TAX($2.05)$0.00
003 TAX ($0.70)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.18)$0.00002TAX($15.04)$0.00
Refund
001 TAX ($58.00)$0.00
800 TAX ($8.89)$0.00026TAX($14.14)$0.00
003 TAX ($6.22)$0.00
005 TAX ($1.39)$0.00
004 TAX ($10.38)$0.00002TAX($132.99)$0.00
Refund
001 TAX ($14.05)$0.00
016 TAX ($5.21)$0.00003TAX($1.50)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.51)$0.00
002 TAX ($32.22)$0.00
Refund
001 TAX ($2.25)$0.00
026 TAX ($0.55)$0.00
003 TAX ($0.24)$0.00
005 TAX ($0.05)$0.00004TAX($0.40)$0.00
002 TAX ($5.14)$0.00
Refund
001 TAX ($27.75)$0.00500TAX($65.46)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($8.89)$0.00
003 TAX ($2.98)$0.00005TAX($0.66)$0.00
004 TAX ($4.96)$0.00
002 TAX ($63.62)$0.00
Refund001TAX($0.51)$0.00
027 TAX ($0.21)$0.00
003 TAX ($0.05)$0.00
005 TAX ($0.01)$0.00004TAX($0.09)$0.00
002 TAX ($1.18)$0.00
Refund
001 TAX ($10.30)$0.00200TAX($31.73)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.10)$0.00
005 TAX ($0.25)$0.00
004 TAX ($1.84)$0.00002TAX($23.63)$0.00
Refund
($31.75)
($11.44)
($3.41)($0.76)
($5.68)
692182422
Refund Generated due to proration on Bill #0080325524-2024-2024-0000-00
Vehicle Sold 7/18/2025 7/29/2025MARSHVILLE, NC 28103 Proration 0080325524 KFZ3634 AUTHORIZEDDEASON, SAMUEL KEITH DEASON, SAMUEL KEITH
DEASON, MICHELLE TURNER
6409 HIGHWAY 205
7/7/2025 7/8/2025
($12.04)
($28.41)
$0.00
($3.86)($1.29)
($0.29)
($2.15)
($27.61)
$75.65
($72.80)
$125.84
DEPAOLA, ANDREA RUTH DEPAOLA, ANDREA RUTH 31106 SEABOARD CIR APT 415 WESLEY CHAPEL, FL 33545 Proration 0079927407 RDB9795 AUTHORIZED 920524528
Refund Generated due to proration on Bill #0079927407-2024-2024-0000-00
Reg . Out of state
($11.29)
($1.73)
($2.75)($1.21)
($0.27)804539267
Refund Generated due to proration on Bill #0083529555-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MATTHEWS, NC 28104 Proration 0083529555 VFH3191 AUTHORIZEDDERKACHEV, SERGEY DERKACHEV, SERGEY
3559 WEDDINGTON OAKS
Vehicle Sold 7/1/2025 7/3/2025
($6.56)
($7.44)
($2.05)
($0.70)($0.16)
($1.18)
($15.04)
$33.13
($2.02)
($25.88)
$45.15
DESALEGN, TESHOME AYELE DESALEGN, TESHOME AYELE
1030 THESSALLIAN
LN
INDIAN TRAIL, NC 28079 Proration 0065454754 TKR7837 AUTHORIZED 803997824
Refund Generated due to proration on Bill #0065454754-2024-2024-0000-00
($58.00)
($8.89)
($14.14)
($6.22)($1.39)804539302
Refund Generated due to proration on Bill #0065630299-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MATTHEWS, NC 28104 Proration 0065630299 HJB9002 AUTHORIZEDDIFABION, RENEE CAMILLI DIFABION, RENEE CAMILLI
DIFABION,
MICHAEL THOMAS
3040 SCOTTSDALE LN
Vehicle Totalled 7/3/2025 7/7/2025
($14.05)
($5.21)
($1.50)
($0.33)($2.51)
($32.22)
$55.82
($10.38)
($132.99)
$232.01
DORMON, HERBERT II DORMON, HERBERT II DORMON, RONDA MCGUIRT 15902 FAIRVIEW RD INDIAN TRAIL, NC 28079 Proration 0069527236 RBS5399 AUTHORIZED 689605230
Refund Generated due to proration on Bill #0069527236-2024-2024-0000-00
($2.25)
($0.55)($0.24)
($0.05)
($0.40)
692181630
Refund Generated due
to proration on Bill #0076702421-2024-2024-0000-00
Vehicle Sold 7/18/2025 7/29/2025INDIAN LAND, SC 29707 Proration 0076702421 KHE5240 AUTHORIZEDDOUGLAS, RICHARD K DOUGLAS, RICHARD K
DOUGLAS, JONATHAN ROBERT
2380 CAPITAL CLUB WAY APT 101
7/31/2025 8/1/2025
($27.75)
($65.46)
$0.00($8.89)
($2.98)
($0.66)
($4.96)($63.62)
$174.32
($5.14)
$8.63
DOULTANI, VINOD KUMAR DOULTANI, VINOD KUMAR
8611 WHITEHAWK HILL RD
WAXHAW, NC 28173 Proration 0058538843 FDR5376 AUTHORIZED 926026472
Refund Generated due to proration on Bill #0058538843-2024-2024-0000-00
Vehicle Sold
($0.51)
($0.21)($0.05)
($0.01)
($0.09)
691762152
Refund Generated due to proration on Bill #0080650671-2024-2024-0000-00
Vehicle Sold 7/16/2025 7/17/2025MONROE, NC 28112 Proration 0080650671 CR65247 AUTHORIZEDDYKEMAN, MORGANNE LEIGH
DYKEMAN, MORGANNE LEIGH
SPENCE, JOSEPH RYAN 7209 LANDSFORD RD
7/3/2025 7/7/2025
($10.30)
($31.73)
$0.00
($1.10)($0.25)
($1.84)
($23.63)
$68.85
($1.18)
$2.05
EDWARDS, FRANCES KAY EDWARDS, FRANCES KAY 302 CRESTVIEW TRL MONROE, NC 28112 Proration 0010205967 JEK7222 AUTHORIZED 804539505
Refund Generated due to proration on Bill #0010205967-2024-2024-0000-00
Vehicle Sold
Page 5 of 21
195
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($30.26)$0.00003TAX($3.24)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.41)$0.00
002 TAX ($69.38)$0.00
Refund
001 TAX ($12.16)$0.00
003 TAX ($1.30)$0.00
005 TAX ($0.29)$0.00004TAX($2.17)$0.00
002 TAX ($27.87)$0.00
Refund
001 TAX ($4.86)$0.00023TAX($1.52)$0.00
003 TAX ($0.52)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.87)$0.00002TAX($11.14)$0.00
Refund
001 TAX ($6.47)$0.00
017 TAX ($2.33)$0.00003TAX($0.69)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.15)$0.00
002 TAX ($14.82)$0.00
Refund001TAX($3.69)$0.00
500 TAX ($8.72)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.18)$0.00003TAX($0.39)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.66)$0.00
002 TAX ($8.47)$0.00
Refund
001 TAX ($5.08)$0.00
200 TAX ($15.63)$0.00
200 VEHICLE FEE ($30.00)$0.00003TAX($0.54)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.91)$0.00
002 TAX ($11.64)$0.00
Refund
001 TAX ($2.74)$0.00
200 TAX ($8.45)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($0.29)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.49)$0.00
002 TAX ($6.29)$0.00
Refund001TAX($0.84)$0.00
600 TAX ($0.95)$0.00
020 TAX ($0.25)$0.00
003 TAX ($0.09)$0.00005TAX($0.02)$0.00
004 TAX ($0.15)$0.00
002 TAX ($1.93)$0.00
Refund001TAX($0.93)$0.00
900 TAX ($1.15)$0.00
023 TAX ($0.25)$0.00
003 TAX ($0.10)$0.00005TAX($0.02)$0.00
004 TAX ($0.17)$0.00
002 TAX ($2.12)$0.00
Refund001TAX($1.57)$0.00
800 TAX ($0.24)$0.00
026 TAX ($0.38)$0.00
003 TAX ($0.17)$0.00005TAX($0.04)$0.00
004 TAX ($0.28)$0.00
002 TAX ($3.61)$0.00
Refund
($30.26)
($3.24)
($0.72)($5.41)
($69.38)
578291370
Refund Generated due to proration on Bill #0079098889-2024-2024-0000-00
Reg . Out of state 7/29/2025 7/30/2025DAWSONVILLE, GA 30534 Proration 0079098889 KMC2207 AUTHORIZEDELLIS, GREGORY
PHILLIP
ELLIS, GREGORY
PHILLIP
86 SUNSET DR
7/30/2025
($12.16)($1.30)
($0.29)
($2.17)
($27.87)
$43.79
$109.01
ELLIS, GREGORY PHILLIP
ELLIS, GREGORY PHILLIP 86 SUNSET DR DAWSONVILLE, GA 30534 Proration 0078405516 JER7728 AUTHORIZED 578291375
Refund Generated due to proration on Bill #0078405516-2023-2023-0000-00
Vehicle
Sold 7/29/2025
($4.86)
($1.52)
($0.52)($0.11)
($0.87)
693905058
Refund Generated due to proration on Bill #0016598704-2024-2024-0000-00
Vehicle Sold 7/28/2025 7/29/2025MONROE, NC 28110 Proration 0016598704 JEL4220 AUTHORIZEDEMORY, KENNETH BRIAN EMORY, KENNETH BRIAN EMORY, KIM RODGERS 4409 ZEE CT
ESMILIO, SILVERIO OCAMPO
ESMILIO, SILVERIO OCAMPO
8513 DARGAN LN
7/30/2025
($6.47)
($2.33)
($0.69)
($0.15)
($1.15)($14.82)
$25.61
($11.14)
$19.02
ERWIN'S TREE SERVICE & STUMP GRINDING LLC
ERWIN'S TREE SERVICE & STUMP GRINDING LLC
7314 OLIVE BRANCH RD MARSHVILLE, NC 28103 Adjustment < $100 0079802818 YA177029 PENDING 694243800
Refund Generated due to adjustment on Bill #0079802818-2024-2024-0000-00
Over Assessment
($0.09)($0.66)
($8.47)
$23.20
($3.69)
($8.72)$0.00
($1.18)
($0.39)925265576
Refund Generated due to proration on Bill #0067047875-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025WAXHAW, NC 28173 Proration 0067047875 TLA7142 AUTHORIZED
($5.08)($15.63)
($30.00)
($0.54)
($0.12)805458514
Refund Generated due to proration on Bill #0030809523-2024-2024-0000-00
Vehicle Sold 7/7/2025 7/8/2025MONROE, NC 28110 Proration 0030809523 DJH8415 AUTHORIZEDEVANS, DEBORAH SUSAN EVANS, DEBORAH SUSAN 610 HILLSDALE DR
Vehicle Sold 7/14/2025 7/16/2025
($2.74)($8.45)
$0.00
($0.29)
($0.06)
($0.49)($6.29)
$18.32
($0.91)
($11.64)
$63.92
FELTON, SONYA RENEE FELTON, SONYA RENEE 2608 CRIMSON WAY MONROE, NC 28112 Proration 0080132216 VBA6496 AUTHORIZED 806431948
Refund Generated due to proration on Bill #0080132216-2024-2024-0000-00
FIGIEL, ANGELIA DAWN FIGIEL, ANGELIA DAWN 5607 GINGER LN INDIAN TRAIL, NC 28079 Proration 0077807793 KJN2233 AUTHORIZED 805493808
Refund Generated due
to proration on Bill #0077807793-2023-2023-0000-00
($0.84)
($0.95)($0.25)
($0.09)
($0.02)806198463
Refund Generated due to proration on Bill #0079876798-2023-
2023-0000-00
Vehicle Sold 7/11/2025 7/14/2025INDIAN TRAIL,
NC 28079 Proration 0079876798 JHD8406 AUTHORIZEDFEQUIERE,
AMANDA JOELLE
FEQUIERE,
AMANDA JOELLE 235 MARRON DR
FISHER, MATHEW WHEELER 641 AMANDA DR
Vehicle Sold 7/8/2025 7/9/2025
($0.93)
($1.15)($0.25)
($0.10)
($0.02)
($0.17)($2.12)
$4.74
($0.15)($1.93)
$4.23
($0.28)
($3.61)$6.29
($1.57)
($0.24)($0.38)
($0.17)
($0.04)805458654
Refund Generated due to proration on Bill #0080884523-2024-2024-0000-00
Vehicle Sold 7/7/2025 7/8/2025WEDDINGTON, NC 28104 Proration 0080884523 PHK9706 AUTHORIZEDFISHER, MATHEW WHEELER
Page 6 of 21
196
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.62)$0.00600TAX($6.37)$0.00
026 TAX ($1.37)$0.00
003 TAX ($0.60)$0.00
005 TAX ($0.13)$0.00004TAX($1.00)$0.00
002 TAX ($12.89)$0.00
Refund
001 TAX ($119.32)($5.97)500 TAX ($281.50)($14.08)
500 VEHICLE FEE $0.00 $0.00
028 TAX ($38.24)($1.91)
003 TAX ($12.79)($0.64)005 TAX ($2.85)($0.14)
004 TAX ($21.35)($1.06)
002 TAX ($273.61)($13.68)
Refund001TAX($15.13)$0.00
800 TAX ($2.32)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.36)$0.00004TAX($2.71)$0.00
002 TAX ($34.71)$0.00
Refund
001 TAX ($4.63)$0.00
800 TAX ($1.28)$0.00003TAX($0.50)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.83)$0.00
002 TAX ($10.62)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $3.09 $0.00
200 TAX ($8.39)$0.00200VEHICLE FEE ($30.00)$0.00
019 TAX $1.07 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00004TAX$0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($10.44)$0.00600TAX($11.83)$0.00
023 TAX ($3.27)$0.00
003 TAX ($1.12)$0.00
005 TAX ($0.24)$0.00004TAX($1.87)$0.00
002 TAX ($23.93)$0.00
Refund
001 TAX $0.00 $0.00
900 TAX $15.05 $0.00200TAX($35.58)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $3.62 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($0.22)$0.00
200 TAX ($0.68)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.02)$0.00005TAX$0.00 $0.00
004 TAX ($0.04)$0.00
002 TAX ($0.50)$0.00
Refund001TAX($5.90)$0.00
101 TAX ($2.89)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.44)$0.00003TAX($0.64)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.06)$0.00
002 TAX ($13.53)$0.00
Refund
FOGLEMAN, DANIEL LYLE FOGLEMAN, DANIEL LYLE FOGLEMAN, TREVOR RYAN 1011 APOGEE DR INDIAN TRAIL, NC 28079 Proration 0068425531 RBZ5561 AUTHORIZED 807055242
Refund Generated due to proration on Bill #0068425531-2024-2024-0000-00
FORD, BRIAN ROBERT FORD, BRIAN ROBERT 8001 DENHOLME DR
Vehicle Sold 7/16/2025 7/17/2025
($5.62)
($6.37)
($1.37)($0.60)
($0.13)
($1.00)
($12.89)
$27.98
($2.99)
($22.41)($287.29)
$787.14
($125.29)
($295.58)
$0.00($40.15)
($13.43)919473288
Refund Generated due to proration on Bill #0083163592-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025WAXHAW, NC 28173 Proration 0083163592 LHS6528 AUTHORIZED
($15.13)
($2.32)($1.62)
($0.36)
($2.71)
692182890
Refund Generated due to proration on Bill #0084731242-2024-2024-0000-00
Reg . Out of state 7/18/2025 7/29/2025WESTERLY, RI 02891 Proration 0084731242 LKC4366 AUTHORIZEDFRAIN, SOPHIE BELLA FRAIN, SOPHIE BELLA 199 MAIN ST APT D
FREEDOM COMMUNITY CHURCH INC
FREEDOM COMMUNITY CHURCH INC
3207 WESLEY CHAPLE STOUTS RD
7/18/2025 7/29/2025
($4.63)
($1.28)
($0.50)
($0.11)($0.83)
($10.62)
$17.97
($34.71)
$56.85
FRAIN, SUZANNE MARGARET
FRAIN, SUZANNE MARGARET
225 WHEATBERRY HILL DR
WEDDINGTON, NC 28104 Proration 0053092836 HCS9140 AUTHORIZED 692182818
Refund Generated due to proration on Bill #0053092836-2023-2023-0000-00
Vehicle Sold
$0.00
$0.00
$0.00
$0.00
$34.23
$0.00$3.09
($8.39)
($30.00)
$1.071034408259
Refund Generated due to adjustment on Bill #0085505059-2024-2024-0000
Situs error 7/3/2025MONROE, NC 28110 Adjustment < $100 0085505059 VFZ1941 PENDING
FULMER, DOUGLAS MARTIN SR
FULMER, DOUGLAS MARTIN SR
6303 MAGARET COURT INDIAN TRAIL, NC 28079 Adjustment < $100 0085459008 LKC4442 PENDING 1034408196
Refund Generated due to adjustment on Bill #0085459008-2024-2024-0000
($10.44)
($11.83)
($3.27)($1.12)
($0.24)809606210
Refund Generated due to adjustment on Bill #0078969572-2024-2024-0000-00
Over Assessment 7/29/2025INDIAN TRAIL, NC 28079 Adjustment < $100 0078969572 JHN3202 PENDINGFULLWOOD, MARGARET JEANETTE
FULLWOOD, MARGARET JEANETTE
1215 LAGGAN LN
Situs error 7/3/2025
$0.00
$15.05
($35.58)
($30.00)$3.62
$0.00
$0.00
$0.00$0.00
$46.91
($1.87)
($23.93)
$52.70
GARG, HANISH GARG, HANISH 523 BRIAR PATCH TER WAXHAW, NC 28173 Proration 0076246604 QUEENPG AUTHORIZED 920563688
Refund Generated due to proration on Bill #0076246604-2024-2024-0000-00
($0.22)
($0.68)$0.00
($0.02)
$0.00807544409
Refund Generated due
to proration on Bill #0061271808-2023-2023-0000-00
Vehicle Sold 7/18/2025 7/29/2025MONROE, NC 28110 Proration 0061271808 WYF7321 AUTHORIZEDFURR, COY MOSES FURR, COY MOSES 803 DOVER PL
Vehicle Sold 7/8/2025 7/9/2025
($5.90)
($2.89)$0.00
($1.44)
($0.64)
($0.14)
($1.06)($13.53)
$25.60
($0.04)($0.50)
$1.46
Page 7 of 21
197
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($3.36)$0.00600TAX($3.80)$0.00
019 TAX ($1.31)$0.00
003 TAX ($0.36)$0.00
005 TAX ($0.08)$0.00004TAX($0.60)$0.00
002 TAX ($7.70)$0.00
Refund
001 TAX ($5.43)$0.00026TAX($1.32)$0.00
003 TAX ($0.58)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.97)$0.00002TAX($12.45)$0.00
Refund
001 TAX ($74.47)$0.00
027 TAX ($35.18)$0.00003TAX($7.02)$0.00
005 TAX ($2.98)$0.00
004 TAX ($25.77)$0.00
002 TAX ($177.43)$0.00
Refund
001 TAX ($4.42)$0.00
970 TAX ($0.45)$0.00
026 TAX ($1.08)$0.00
003 TAX ($0.47)$0.00005TAX($0.11)$0.00
004 TAX ($0.79)$0.00
002 TAX ($10.13)$0.00
Refund001TAX($27.04)$0.00
970 TAX ($2.73)$0.00
026 TAX ($6.59)$0.00
003 TAX ($2.90)$0.00005TAX($0.65)$0.00
004 TAX ($4.84)$0.00
002 TAX ($61.99)$0.00
Refund001TAX($5.40)$0.00
970 TAX ($0.55)$0.00
026 TAX ($1.32)$0.00
003 TAX ($0.58)$0.00005TAX($0.13)$0.00
004 TAX ($0.97)$0.00
002 TAX ($12.38)$0.00
Refund001TAX($26.65)$0.00
970 TAX ($2.69)$0.00
026 TAX ($6.50)$0.00
003 TAX ($2.86)$0.00
005 TAX ($0.64)$0.00004TAX($4.77)$0.00
002 TAX ($61.11)$0.00
Refund
001 TAX ($21.66)$0.00500TAX($51.09)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.94)$0.00
003 TAX ($2.32)$0.00005TAX($0.52)$0.00
004 TAX ($3.87)$0.00
002 TAX ($49.66)$0.00
Refund001TAX($5.25)$0.00
600 TAX ($5.95)$0.00
020 TAX ($1.72)$0.00
003 TAX ($0.56)$0.00005TAX($0.13)$0.00
004 TAX ($0.94)$0.00
002 TAX ($12.03)$0.00
Refund
($3.36)
($3.80)
($1.31)($0.36)
($0.08)804539274
Refund Generated due to proration on Bill #0075399543-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MONROE, NC 28110 Proration 0075399543 KMP1465 AUTHORIZEDGAVRILOV, JOHN IVAN GAVRILOV, JOHN IVAN 6003 PINE CONE LN
Vehicle Sold 7/8/2025 7/9/2025
($5.43)
($1.32)
($0.58)($0.13)
($0.97)
($12.45)
$20.88
($0.60)
($7.70)
$17.21
GREENE, HEATHER RENEE GREENE, HEATHER RENEE GREENE, ADAM MATTHEW 1106 LOOKOUT CIR WAXHAW, NC 28173 Proration 0080616404 RJS4904 AUTHORIZED 690423654
Refund Generated due to proration on Bill #0080616404-2024-2024-0000-00
($74.47)
($35.18)
($7.02)
($2.98)($25.77)693949518
Refund Generated due to proration on Bill #0086344240-2025-2025-0000-00
Other Errors 7/29/2025 7/30/2025ROCKINGHAM, NC 28380 Proration 0086344240 VEJ4368 AUTHORIZEDGRIFFIN RAY INC
C R ENTERPRISES INC PO BOX 1716
7/11/2025 7/14/2025
($4.42)
($0.45)($1.08)
($0.47)
($0.11)
($0.79)($10.13)
$17.45
($177.43)
$322.85
HARPER, DOUGLAS GENE HARPER, DOUGLAS GENE HARPER, ANNA HOWELL 129 GLEN HAVEN CIR AIKEN, SC 29803 Proration 0079527611 LCX3320 AUTHORIZED 806198512
Refund Generated due to proration on Bill #0079527611-2024-2024-0000-00
Reg . Out of state
($27.04)
($2.73)($6.59)
($2.90)
($0.65)806198519
Refund Generated due to proration on Bill #0074075503-2024-2024-0000-00
Vehicle
Totalled 7/11/2025 7/14/2025AIKEN, SC 29803 Proration 0074075503 HDJ3266 AUTHORIZEDHARPER, DOUGLAS GENE HARPER, DOUGLAS GENE HARPER, ANNA HOWELL 129 GLEN HAVEN CIR
Reg . Out of state 7/11/2025 7/14/2025
($5.40)
($0.55)($1.32)
($0.58)
($0.13)
($0.97)($12.38)
$21.33
($4.84)($61.99)
$106.74
HARPER, DOUGLAS GENE HARPER, DOUGLAS GENE HARPER, ANNA HOWELL 129 GLEN HAVEN CIR AIKEN, SC 29803 Proration 0016608377 HML7149 AUTHORIZED 806198596
Refund Generated due to proration on Bill #0016608377-2024-2024-0000-00
HASTY, JULIENNE MARIE
HASTY, JULIENNE MARIE 537 NESBE ST LANCASTER, SC 29720 Proration 0080376916 KMA5568 AUTHORIZED 923564032
Refund Generated due to proration on Bill #0080376916-2024-2024-0000-00
($26.65)
($2.69)
($6.50)($2.86)
($0.64)809555950
Refund Generated due to proration on Bill #0084343269-2024-2024-0000-00
Vehicle Sold 7/28/2025 7/29/2025WESLEY CHAPEL, NC 28104 Proration 0084343269 LHT7042 AUTHORIZEDHARRIS, WILLIAM AMOS JR
HARRIS, WILLIAM AMOS JR
HARRIS, EMILY KATHLEEN 1123 LELAND DR
Reg . Out of state 7/22/2025 7/29/2025
($21.66)
($51.09)
$0.00($6.94)
($2.32)
($0.52)
($3.87)($49.66)
$136.06
($4.77)
($61.11)
$105.22
($5.25)
($5.95)($1.72)
($0.56)
($0.13)808118969
Refund Generated due to proration on Bill #0076990905-2024-2024-0000-00
Vehicle Sold 7/22/2025 7/23/2025INDIAN TRAIL, NC 28079 Proration 0076990905 JDN8449 AUTHORIZEDHEINBACH, RONALD ADAM JR
HEINBACH, RONALD ADAM JR
600 EXCHANGE CIR APT 309
($0.94)($12.03)
$26.58
Page 8 of 21
198
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.08)$0.00101TAX($2.49)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.24)$0.00
003 TAX ($0.54)$0.00005TAX($0.12)$0.00
004 TAX ($0.91)$0.00
002 TAX ($11.65)$0.00
Refund001TAX($45.11)$0.00
020 TAX ($14.79)$0.00
003 TAX ($4.84)$0.00
005 TAX ($1.08)$0.00004TAX($8.07)$0.00
002 TAX ($103.42)$0.00
Refund
001 TAX ($5.85)$0.00600TAX($6.63)$0.00
020 TAX ($1.92)$0.00
003 TAX ($0.63)$0.00
005 TAX ($0.14)$0.00004TAX($1.05)$0.00
002 TAX ($13.42)$0.00
Refund
001 TAX ($3.75)$0.00
800 TAX ($1.03)$0.00003TAX($0.40)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.67)$0.00
002 TAX ($8.59)$0.00
Refund
001 TAX ($15.74)$0.00
023 TAX ($4.94)$0.00
003 TAX ($1.69)$0.00005TAX($0.37)$0.00
004 TAX ($2.82)$0.00
002 TAX ($36.09)$0.00
Refund001TAX($13.70)$0.00
023 TAX ($4.30)$0.00
003 TAX ($1.47)$0.00
005 TAX ($0.33)$0.00004TAX($2.45)$0.00
002 TAX ($31.41)$0.00
Refund
001 TAX ($14.85)$0.00023TAX($4.65)$0.00
003 TAX ($1.59)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.65)$0.00
002 TAX ($34.04)$0.00Refund
001 TAX ($14.54)$0.00
023 TAX ($4.56)$0.00
003 TAX ($1.56)$0.00005TAX($0.35)$0.00
004 TAX ($2.60)$0.00
002 TAX ($33.35)$0.00
Refund001TAX($47.02)$0.00
600 TAX ($53.29)$0.00
020 TAX ($15.41)$0.00
003 TAX ($5.04)$0.00005TAX($1.12)$0.00
004 TAX ($8.41)$0.00
002 TAX ($107.80)$0.00
Refund001TAX($26.72)($1.73)
600 TAX ($30.30)($1.97)
020 TAX ($8.76)($0.57)
003 TAX ($2.87)($0.19)005 TAX ($0.64)($0.04)
004 TAX ($4.78)($0.31)
002 TAX ($61.27)($3.98)
Refund
HELM, DEBORAH ANN HELM, DEBORAH ANN 9101 OAK BLUFF CT WAXHAW, NC 28173 Proration 0079390708 DLR4076 AUTHORIZED 925207944
Refund Generated due to proration on Bill #0079390708-2024-2024-0000-00
Vehicle Sold 7/28/2025 7/29/2025
($5.08)
($2.49)
$0.00($1.24)
($0.54)
($0.12)
($0.91)($11.65)
$22.03
($45.11)
($14.79)($4.84)
($1.08)
($8.07)
692182308
Refund Generated due to proration on Bill #0064835097-2024-2024-0000-00
Vehicle Sold 7/18/2025 7/29/2025INDIAN TRAIL, NC 28079 Proration 0064835097 CN84613 AUTHORIZEDHELMS, RICHARD BLAIR SR
HELMS, RICHARD BLAIR SR
HELMS, PATRICIA ANN 4601 BLANCHARD CIR
7/23/2025 7/24/2025
($5.85)
($6.63)
($1.92)($0.63)
($0.14)
($1.05)
($13.42)
$29.64
($103.42)
$177.31
HILTON, GEORGE MATTHEW
HILTON, GEORGE MATTHEW
HILTON, PATRICIA ANN 710 SAGECROFT LN INDIAN TRAIL, NC 28079 Proration 0071539570 RCA1085 AUTHORIZED 808391717
Refund Generated due to proration on Bill #0071539570-2024-2024-0000-00
Vehicle Sold
($3.75)
($1.03)
($0.40)
($0.09)($0.67)690393774
Refund Generated due to proration on Bill #0025781417-2023-2023-0000-00
Vehicle Sold 7/7/2025 7/8/2025MATTHEWS, NC 28104 Proration 0025781417 CLB5885 AUTHORIZEDHOLMES, CATHERINE HOLLORAN
HOLMES, CATHERINE HOLLORAN 160 AMANDA DR
7/16/2025 7/17/2025
($15.74)($4.94)
($1.69)
($0.37)
($2.82)($36.09)
$61.65
($8.59)
$14.53
HOOPAUGH GRADING CO LLC
HOOPAUGH GRADING CO LLC
4006 VAN DKYE CT MONROE, NC 28110 Proration 0070124068 SR9233 AUTHORIZED 691762536
Refund Generated due to proration on Bill #0070124068-2024-2024-0000-00
Vehicle Sold
($13.70)
($4.30)($1.47)
($0.33)
($2.45)
691762542
Refund Generated due to proration on Bill #0070124165-2024-2024-0000-00
Vehicle Sold 7/16/2025 7/17/2025MONROE, NC 28110 Proration 0070124165 SR9224 AUTHORIZEDHOOPAUGH GRADING CO LLC
HOOPAUGH GRADING CO LLC
4006 VAN DKYE CT
7/18/2025 7/29/2025
($14.85)
($4.65)
($1.59)
($0.36)($2.65)
($34.04)
$58.14
($31.41)
$53.66
HOOPAUGH
GRADING CO LLC
HOOPAUGH GRADING CO LLC
4006 VAN DYKE CT MONROE, NC 28110 Proration 0070124111 SR9223 AUTHORIZED 692181606
Refund Generated due to proration on Bill #0070124111-2024-2024-0000-00
Vehicle Sold
($14.54)($4.56)
($1.56)
($0.35)
($2.60)
692181618
Refund Generated due to proration on Bill #0070270681-2024-2024-0000-00
Vehicle Sold 7/18/2025 7/29/2025MONROE, NC 28110 Proration 0070270681 SR9244 AUTHORIZEDHOOPAUGH GRADING CO LLC
HOOPAUGH GRADING CO LLC
4006 VAN DYKE CT
7/25/2025 7/28/2025
($47.02)
($53.29)($15.41)
($5.04)
($1.12)
($8.41)($107.80)
$238.09
($33.35)
$56.96
HUNEYCUTT MECHANICAL INC
HUNEYCUTT MECHANICAL INC PO BOX 3115 INDIAN TRAIL, NC 28079 Proration 0060904914 JEN3308 AUTHORIZED 808935078
Refund Generated due
to proration on Bill #0060904914-2024-2024-0000-00
Vehicle Sold
($28.45)
($32.27)($9.33)
($3.06)
($0.68)808936135
Refund Generated due to proration on Bill #0075643628-2024-2024-0000-00
Vehicle Sold 7/25/2025 7/28/2025INDIAN TRAIL, NC 28079 Proration 0075643628 TJ8535 AUTHORIZEDHUNEYCUTT MECHANICAL INC
HUNEYCUTT MECHANICAL INC PO BOX 3115
($5.09)
($65.25)$144.13
Page 9 of 21
199
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($37.53)$0.00200TAX($115.55)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($4.03)$0.00
005 TAX ($0.90)$0.00004TAX($6.71)$0.00
002 TAX ($86.05)$0.00
Refund
001 TAX ($4.62)$0.00700TAX($6.11)$0.00
020 TAX ($1.51)$0.00
003 TAX ($0.49)$0.00
005 TAX ($0.11)$0.00004TAX($0.82)$0.00
002 TAX ($10.59)$0.00
Refund
001 TAX ($1.73)$0.00700TAX($2.29)$0.00
020 TAX ($0.57)$0.00
003 TAX ($0.19)$0.00
005 TAX ($0.04)$0.00004TAX($0.31)$0.00
002 TAX ($3.97)$0.00
Refund
001 TAX ($8.96)$0.00
700 TAX ($11.86)$0.00020TAX($2.93)$0.00
003 TAX ($0.96)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.60)$0.00002TAX($20.54)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($11.96)$0.00200VEHICLE FEE ($30.00)$0.00
970 TAX $0.39 $0.00
026 TAX $0.95 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX$0.00 $0.00
200 TAX ($39.65)$0.00
200 VEHICLE FEE ($30.00)$0.00
970 TAX $1.30 $0.00026TAX$3.14 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00Refund
001 TAX ($19.79)$0.00
017 TAX ($7.13)$0.00
003 TAX ($2.12)$0.00005TAX($0.47)$0.00
004 TAX ($3.54)$0.00
002 TAX ($45.38)$0.00
Refund001TAX($28.15)$0.00
026 TAX ($6.87)$0.00
003 TAX ($3.02)$0.00
005 TAX ($0.67)$0.00004TAX($5.03)$0.00
002 TAX ($64.53)$0.00
Refund
001 TAX ($50.47)$0.00700TAX($66.80)$0.00
023 TAX ($15.83)$0.00
003 TAX ($5.41)$0.00
005 TAX ($1.20)$0.00004TAX($9.03)$0.00
002 TAX ($115.72)$0.00
Refund
Vehicle Sold 7/22/2025 7/23/2025
($37.53)
($115.55)
$0.00($4.03)
($0.90)
($6.71)
($86.05)
$250.77
HUSOME, NEAL E HUSOME, NEAL E 1008 OAK HILL DR MONROE, NC 28112 Proration 0083621839 LHZ2074 AUTHORIZED 808119326
Refund Generated due to proration on Bill #0083621839-2024-2024-0000-00
JENKINS, CHARLES SCOTT JENKINS, CHARLES SCOTT 5003 TULIP LN MATTHEWS, NC 28104 Proration 0059264969 TFD6001 AUTHORIZED 808395406
Refund Generated due to proration on Bill #0059264969-2024-2024-0000-00
($4.62)
($6.11)
($1.51)($0.49)
($0.11)808395350
Refund Generated due to proration on Bill #0058815344-2024-2024-0000-00
Vehicle Sold 7/24/2025 7/25/2025MATTHEWS, NC 28104 Proration 0058815344 TEJ9298 AUTHORIZEDJENKINS, CHARLES SCOTT JENKINS, CHARLES SCOTT 5003 TULIP LN
JONES, RICKY ALLEN JR 302 AZTECA DR
Vehicle Sold 7/24/2025 7/25/2025
($1.73)
($2.29)
($0.57)($0.19)
($0.04)
($0.31)
($3.97)
$9.10
($0.82)
($10.59)
$24.25
($1.60)
($20.54)
$47.07
KERNS, FORREST GLEN KERNS, FORREST GLEN 220 JIM PARKER RDR MONROE, NC 28110 Adjustment < $100 0085554557 RKP4360 PENDING 1033713540
Refund Generated due to adjustment on Bill #0085554557-2024-2024-0000
($8.96)
($11.86)
($2.93)
($0.96)($0.22)808393866
Refund Generated due to proration on Bill #0074976304-2024-2024-0000-00
Vehicle Sold 7/24/2025 7/25/2025MATTHEWS, NC 28104 Proration 0074976304 JDJ5395 AUTHORIZEDJONES, RICKY ALLEN JR
KERNS, FORREST GLEN KERNS, FORREST GLEN 220 JIM PARKER RDR
Situs error 7/1/2025
$0.00
($11.96)
($30.00)
$0.39$0.95
$0.00
$0.00
$0.00$0.00
$40.62
$0.00
$0.00$0.00
$0.00
$65.21
$0.00
($39.65)($30.00)
$1.30
$3.141033713549
Refund Generated due to adjustment on Bill #0085554433-2024-2024-0000
Situs error 7/1/2025MONROE, NC 28110 Adjustment < $100 0085554433 LKC5034 PENDING
($19.79)($7.13)
($2.12)
($0.47)
($3.54)
689605242
Refund Generated due to proration on Bill #0070704738-2024-2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MARSHVILLE, NC 28103 Proration 0070704738 YW9269 AUTHORIZEDKIKER, MARIE ANNETTE KIKER, MARIE ANNETTE 4105 HOLLY SCHOOL ROAD
7/16/2025 7/17/2025
($28.15)
($6.87)($3.02)
($0.67)
($5.03)
($64.53)
$108.27
($45.38)
$78.43
KIM, KEVIN YUNSANG KIM, KEVIN YUNSANG 424 FAIRHAVEN CT WAXHAW, NC 28173 Proration 0082774532 VFH4443 AUTHORIZED 691760970
Refund Generated due to proration on Bill #0082774532-2024-2024-0000-00
Vehicle Totalled
($50.47)
($66.80)
($15.83)($5.41)
($1.20)809606014
Refund Generated due to proration on Bill #0081919849-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025MATTHEWS, NC 28104 Proration 0081919849 RJX5069 AUTHORIZEDKIRKLAND, BRIAN THOMAS KIRKLAND, BRIAN THOMAS 6108 ABERGELE LANE
($9.03)
($115.72)
$264.46
Page 10 of 21
200
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($4.19)$0.00600TAX($4.74)$0.00
023 TAX ($1.31)$0.00
003 TAX ($0.45)$0.00
005 TAX ($0.10)$0.00004TAX($0.75)$0.00
002 TAX ($9.59)$0.00
Refund
001 TAX ($0.59)$0.00029TAX($0.13)$0.00
003 TAX ($0.06)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.11)$0.00002TAX($1.36)$0.00
Refund
001 TAX ($13.94)$0.00
101 TAX ($6.83)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($3.41)$0.00
003 TAX ($1.50)$0.00
005 TAX ($0.34)$0.00004TAX($2.49)$0.00
002 TAX ($31.98)$0.00
Refund
001 TAX ($8.34)$0.00
600 TAX ($9.45)$0.00019TAX($3.26)$0.00
003 TAX ($0.89)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.49)$0.00002TAX($19.12)$0.00
Refund
001 TAX ($4.62)($0.23)
023 TAX ($1.45)($0.07)003 TAX ($0.50)($0.02)
005 TAX ($0.11)($0.01)
004 TAX ($0.83)($0.04)
002 TAX ($10.59)($0.53)
Refund
001 TAX ($6.90)$0.00
600 TAX ($7.82)$0.00
019 TAX ($2.70)$0.00003TAX($0.74)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.23)$0.00
002 TAX ($15.82)$0.00
Refund
001 TAX ($5.30)$0.00
200 TAX ($16.31)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.57)$0.00005TAX($0.13)$0.00
004 TAX ($0.95)$0.00
002 TAX ($12.15)$0.00
Refund001TAX$0.00 $0.00
600 TAX $9.42 $0.00
200 TAX ($25.58)$0.00
200 VEHICLE FEE ($30.00)$0.00020TAX$2.72 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($3.60)$0.00
015 TAX ($1.22)$0.00003TAX($0.39)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.65)$0.00
002 TAX ($8.26)$0.00
Refund
001 TAX ($17.77)$0.00
013 TAX ($2.49)$0.00
003 TAX ($1.91)$0.00
005 TAX ($0.42)$0.00004TAX($3.18)$0.00
002 TAX ($40.76)$0.00
Refund
Over Assessment 7/14/2025
($4.19)
($4.74)
($1.31)($0.45)
($0.10)
($0.75)
($9.59)
$21.13
KURIEN, GEORGE KURIEN, GEORGE KURIEN, ELIZABETH 5107 FOREST KNOLL CT INDIAN TRAIL, NC 28079 Adjustment < $100 0085701459 VFZ2147 PENDING 806750665
Refund Generated due to adjustment on Bill #0085701459-2024-2024-0000-00
($0.59)
($0.13)
($0.06)($0.01)
($0.11)
692673720
Refund Generated due to proration on Bill #0073662074-2024-2024-0000-00
Vehicle Sold 7/22/2025 7/23/2025MONROE, NC 28112 Proration 0073662074 VYM7895 AUTHORIZEDLAMB, JOHN CHARLES LAMB, JOHN CHARLES
5200 MEADOWLAND PKWY
7/3/2025
($13.94)
($6.83)
$0.00
($3.41)($1.50)
($0.34)
($2.49)
($31.98)
$60.49
($1.36)
$2.26
LANDGRAF, DOUGLAS ROSS LANDGRAF, DOUGLAS ROSS 7416 STONEHAVEN DR MARVIN, NC 28173 Adjustment < $100 0072966958 KFT8554 PENDING 919473168
Refund Generated due to adjustment on Bill #0072966958-2024-2024-0000-00
Over Assessment
LEVERING, PAUL CLINTON LEVERING, PAUL CLINTON LEVERING, FAITH WINKLER 5817 WOODY GROVE RD INDIAN TRAIL, NC 28079 Proration 0007021754 HML2401 AUTHORIZED 690423252
Refund Generated due to proration on Bill #0007021754-2024-2024-0000-00
($8.34)
($9.45)
($3.26)
($0.89)($0.20)809605377
Refund Generated due to proration on Bill #0073636409-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025MONROE, NC 28112 Proration 0073636409 RAD3107 AUTHORIZEDLANE, CAROL JEAN LANE, CAROL JEAN 3616 PLYLER MILL RD
LHEUREUX, LOREN ROLAND LHEUREUX, LISA ANNETTE 1029 SPANISH MOSS RD
Vehicle Sold 7/8/2025 7/9/2025
($4.85)
($1.52)
($0.52)
($0.12)($0.87)
($11.12)
$19.00
($1.49)
($19.12)
$42.75
($1.23)
($15.82)
$35.38
LIBERTY, JENNIFER GAE LIBERTY, JENNIFER GAE D'ORSI, ELLEN M 3511 SAVANNAH WAY MONROE, NC 28110 Proration 0050131135 FHX8492 AUTHORIZED 809557014
Refund Generated due to proration on Bill #0050131135-2023-2023-0000-00
($6.90)($7.82)
($2.70)
($0.74)
($0.17)805991676
Refund Generated due to proration on Bill #0068195836-2024-2024-0000-00
Vehicle Totalled 7/10/2025 7/11/2025INDIAN TRAIL, NC 28079 Proration 0068195836 RBP8607 AUTHORIZEDLHEUREUX, LOREN ROLAND
LIN, QIN LIN, QIN 408 SUTUMN SAGE DR
Vehicle Totalled 7/28/2025 7/29/2025
($5.30)
($16.31)$0.00
($0.57)
($0.13)
($0.95)($12.15)
$35.41
$0.00$0.00
$0.00
$0.00
$43.44
$0.00
$9.42($25.58)
($30.00)
$2.721033713324
Refund Generated due to adjustment on Bill #0085566782-2024-2024-0000
Situs error 7/1/2025INDIAN TRAIL, NC 28079 Adjustment < $100 0085566782 LKC5043 PENDING
($3.60)
($1.22)
($0.39)
($0.09)($0.65)693905976
Refund Generated due to proration on Bill #0076912074-2024-2024-0000-00
Vehicle Sold 7/28/2025 7/29/2025WAXHAW, NC 28173 Proration 0076912074 RHP8354 AUTHORIZEDLIPCSEY, THOMAS JOHN LIPCSEY, THOMAS JOHN 2103 HARVEST TIME LN
7/3/2025 7/7/2025
($17.77)
($2.49)($1.91)
($0.42)
($3.18)
($40.76)
$66.53
($8.26)
$14.21
LOVE, JACOB MATTHEW LOVE, JACOB MATTHEW 3716 STORY LN MONROE, NC 28112 Proration 0083591171 VFL5451 AUTHORIZED 689605410
Refund Generated due
to proration on Bill #0083591171-2024-2024-0000-00
Vehicle Sold
Page 11 of 21
201
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($8.48)$0.00019TAX($2.71)$0.00
003 TAX ($0.91)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.52)$0.00002TAX($19.43)$0.00
Refund
001 TAX ($180.00)$0.00
600 TAX ($204.05)$0.00020TAX($59.01)$0.00
003 TAX ($19.30)$0.00
005 TAX ($4.30)$0.00
004 TAX ($32.21)$0.00002TAX($412.73)$0.00
Refund
001 TAX ($16.56)$0.00
017 TAX ($5.97)$0.00003TAX($1.78)$0.00
005 TAX ($0.40)$0.00
004 TAX ($2.96)$0.00
002 TAX ($37.98)$0.00
Refund
001 TAX ($21.18)$0.00
024 TAX ($10.39)$0.00
003 TAX ($2.27)$0.00
005 TAX ($0.50)$0.00004TAX($3.79)$0.00
002 TAX ($48.57)$0.00
Refund
001 TAX ($12.78)($0.64)800 TAX ($1.96)($0.10)
026 TAX ($3.11)($0.15)
003 TAX ($1.37)($0.07)
005 TAX ($0.30)($0.01)004 TAX ($2.28)($0.12)
002 TAX ($29.30)($1.46)
Refund
001 TAX ($165.35)$0.00026TAX($40.32)$0.00
003 TAX ($17.73)$0.00
005 TAX ($3.95)$0.00
004 TAX ($29.58)$0.00002TAX($379.13)$0.00
Refund
001 TAX ($0.45)$0.00
200 TAX ($1.37)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($0.05)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.08)$0.00
002 TAX ($1.02)$0.00Refund
001 TAX ($12.77)$0.00
026 TAX ($3.11)$0.00
003 TAX ($1.37)$0.00005TAX($0.31)$0.00
004 TAX ($2.29)$0.00
002 TAX ($29.29)$0.00
Refund001TAX($394.67)$0.00
500 TAX ($931.07)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($126.48)$0.00003TAX($42.32)$0.00
005 TAX ($9.43)$0.00
004 TAX ($70.62)$0.00
002 TAX ($904.96)$0.00
Refund
001 TAX ($42.37)$0.00
026 TAX ($10.33)$0.00
003 TAX ($4.54)$0.00005TAX($1.01)$0.00
004 TAX ($7.58)$0.00
002 TAX ($97.16)$0.00
Refund
($8.48)
($2.71)
($0.91)($0.20)
($1.52)
690394218
Refund Generated due to proration on Bill #0080390392-2023-2023-0000-00
Vehicle Sold 7/7/2025 7/8/2025MONROE, NC 28110 Proration 0080390392 JFJ9384 AUTHORIZEDLUCAS, ROBYN RENEE LUCAS, ROBYN RENEE LUCAS, SCOTT PHILLIP 432 MATFIELD CT
7/7/2025 7/8/2025
($180.00)
($204.05)
($59.01)
($19.30)($4.30)
($32.21)
($412.73)
$911.60
($19.43)
$33.25
MANAFOV, KANAN MANAFOV, KANAN 3127 SPRING FANCY LN INDIAN TRAIL, NC 28079 Proration 0083680888 LJE4526 AUTHORIZED 805458969
Refund Generated due to proration on Bill #0083680888-2024-2024-0000-00
Other Errors
($16.56)
($5.97)
($1.78)
($0.40)($2.96)690849960
Refund Generated due to proration on Bill #0070724373-2024-2024-0000-00
Vehicle Sold 7/10/2025 7/11/2025MONROE, NC 28110 Proration 0070724373 DMW7952 AUTHORIZEDMCCALLISTER, JANIE EPPLEY MCCALLISTER, JANIE EPPLEY 3700 HAIGLER RD
7/9/2025 7/10/2025
($21.18)
($10.39)($2.27)
($0.50)
($3.79)
($48.57)
$86.70
($37.98)
$65.65
MCCOY, ROBERT GARRETT JR MCCOY, ROBERT GARRETT JR 1609 CAMDEN RD MARSHVILLE, NC 28103 Proration 0017915705 BLM2104 AUTHORIZED 690647334
Refund Generated due
to proration on Bill #0017915705-2024-2024-0000-00
Vehicle Sold
($13.42)
($2.06)
($3.26)($1.44)
($0.31)805494319
Refund Generated due to proration on Bill #0081761896-2024-2024-0000-00
Vehicle Sold 7/8/2025 7/9/2025WEDDINGTON, NC 28104 Proration 0081761896 PKH4369 AUTHORIZEDMEKA, ANUSHA MEKA, ANUSHA 205 BRAEMAR DR
Vehicle Sold 7/18/2025 7/29/2025
($165.35)
($40.32)
($17.73)($3.95)
($29.58)
($379.13)
$636.06
($2.40)
($30.76)
$53.65
MILLER, DANIEL STEVEN MILLER, DANIEL STEVEN
MILLER, ELIZABETH
GLOVER
512 MEADOW SWEET LN WAXHAW, NC 28173 Proration 0082677970 TLA7280 AUTHORIZED 692182440
Refund Generated due to proration on Bill #0082677970-2024-2024-0000-00
($0.45)
($1.37)
$0.00
($0.05)
($0.01)807305975
Refund Generated due to proration on Bill #0083132892-2024-2024-0000-00
Vehicle Sold 7/17/2025 7/18/2025MONROE, NC 28110 Proration 0083132892 9K8323 AUTHORIZEDMOTES, JACOB CHRISTOPHER LEE
MOTES, JACOB CHRISTOPHER LEE
426 ENGLISH ST
MULDERIG, SEAN PATRICK MULDERIG, SEAN PATRICK 1017 HOBSON LN
Vehicle Totalled 7/14/2025 7/16/2025
($12.77)($3.11)
($1.37)
($0.31)
($2.29)($29.29)
$49.14
($0.08)
($1.02)
$2.98
MOYANO, ALEXIS MOYANO, ALEXIS 409 AMERSHAM LN WAXHAW, NC 28173 Proration 0076063012 LAC8807 AUTHORIZED 691500408
Refund Generated due to proration on Bill #0076063012-2024-2024-0000-00
($9.43)($70.62)
($904.96)
$2479.55
($394.67)
($931.07)$0.00
($126.48)
($42.32)925657616
Refund Generated due to proration on Bill #0084392053-2024-2024-0000-00
Vehicle Sold 7/30/2025 7/31/2025WAXHAW, NC 28173 Proration 0084392053 VFH3586 AUTHORIZED
($42.37)($10.33)
($4.54)
($1.01)
($7.58)
691025562
Refund Generated due to proration on Bill #0071679928-2024-2024-0000-00
Reg . Out
of state 7/11/2025 7/14/2025LANCASTER, SC 29720 Proration 0071679928 KFL6681 AUTHORIZEDMUNIZ, JENNIFER MUNIZ, JENNIFER
SATCHELL, PATRICK JAMES JR
3264 CEDAR
CIRCLE RD
($97.16)$162.99
Page 12 of 21
202
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.13)$0.00600TAX($5.81)$0.00
023 TAX ($1.61)$0.00
003 TAX ($0.55)$0.00
005 TAX ($0.12)$0.00004TAX($0.92)$0.00
002 TAX ($11.76)$0.00
Refund
001 TAX ($28.37)$0.00800TAX($4.35)$0.00
026 TAX ($6.92)$0.00
003 TAX ($3.04)$0.00
005 TAX ($0.68)$0.00004TAX($5.08)$0.00
002 TAX ($65.06)$0.00
Refund
001 TAX ($5.46)$0.00800TAX($0.84)$0.00
026 TAX ($1.33)$0.00
003 TAX ($0.58)$0.00
005 TAX ($0.13)$0.00004TAX($0.98)$0.00
002 TAX ($12.53)$0.00
Refund
001 TAX ($3.23)$0.00
029 TAX ($0.65)$0.00003TAX($0.34)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.58)$0.00
002 TAX ($7.40)$0.00
Refund
001 TAX ($1.42)$0.00
800 TAX ($0.22)$0.00
026 TAX ($0.35)$0.00003TAX($0.15)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.26)$0.00
002 TAX ($3.27)$0.00
Refund
001 TAX ($66.92)$0.00
980 TAX ($8.20)$0.00
021 TAX ($27.76)$0.00003TAX($7.18)$0.00
005 TAX ($1.59)$0.00
004 TAX ($11.97)$0.00
002 TAX ($153.43)$0.00
Refund
001 TAX ($3.27)$0.00
500 TAX ($7.73)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.05)$0.00003TAX($0.35)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.59)$0.00
002 TAX ($7.51)$0.00
Refund
001 TAX ($26.94)$0.00
970 TAX ($2.72)$0.00
026 TAX ($6.57)$0.00003TAX($2.89)$0.00
005 TAX ($0.65)$0.00
004 TAX ($4.82)$0.00
002 TAX ($61.77)$0.00
Refund
001 TAX ($17.47)$0.00
600 TAX ($19.81)$0.00
023 TAX ($5.48)$0.00003TAX($1.87)$0.00
005 TAX ($0.42)$0.00
004 TAX ($3.12)$0.00
002 TAX ($40.07)$0.00
Refund
7/17/2025 7/18/2025
($5.13)
($5.81)
($1.61)($0.55)
($0.12)
($0.92)
($11.76)
$25.90
MYERS, JENNIFER SIMPSON
MYERS, JENNIFER SIMPSON
1003 JULIE AVE INDIAN TRAIL, NC 28079 Proration 0048881746 FHB6811 AUTHORIZED 807305940
Refund Generated due to proration on Bill #0048881746-2024-2024-0000-00
Vehicle Totalled
($28.37)
($4.35)
($6.92)($3.04)
($0.68)806197616
Refund Generated due to proration on Bill #0067404204-2024-2024-0000-00
Vehicle Sold 7/11/2025 7/14/2025WEDDINGTON, NC 28104 Proration 0067404204 PJB2151 AUTHORIZEDNACHSHON, AMNON ELIAHU NACHSHON, AMNON ELIAHU NACHSHON, TAMAR 2102 SETH DR
Vehicle Sold 7/24/2025 7/25/2025
($5.46)
($0.84)
($1.33)($0.58)
($0.13)
($0.98)
($12.53)
$21.85
($5.08)
($65.06)
$113.50
NALE, STEPHEN WALTER NALE, STEPHEN WALTER 8014 WICKLOW HALL DR MATTHEWS, NC 28104 Proration 0035162204 EFT8493 AUTHORIZED 808395182
Refund Generated due to proration on Bill #0035162204-2024-2024-0000-00
($3.23)
($0.65)
($0.34)
($0.08)($0.58)690423624
Refund Generated due to proration on Bill #0047793475-2023-2023-0000-00
Vehicle Sold 7/8/2025 7/9/2025MONROE, NC 28112 Proration 0047793475 DJJ1909 AUTHORIZEDNGUYEN, THIEN HUU NGUYEN, THIEN HUU 4802 WOLF POND RD
7/9/2025 7/10/2025
($1.42)($0.22)
($0.35)
($0.15)
($0.03)($0.26)
($3.27)
$5.70
($7.40)
$12.28
ORRELL, JOANN HENN ORRELL, JOANN HENN
7101 COBBLECREEK DR
WEDDINGTON, NC 28104 Proration 0066513889 KAT9865 AUTHORIZED 805755258
Refund Generated due to proration on Bill #0066513889-2024-2024-0000-00
Vehicle Sold
PATEL, RUPAL MANU PATEL, RUPAL MANU 8000 BATTERSEA CT WAXHAW, NC 28173 Proration 0028405569 DJJ3859 AUTHORIZED 920525960
Refund Generated due to proration on Bill #0028405569-2024-2024-0000-00
($66.92)($8.20)
($27.76)
($7.18)
($1.59)808393768
Refund Generated due to proration on Bill #0076686373-2024-2024-0000-00
Reg . Out of state 7/24/2025 7/25/2025PROSPERITY, SC 29127 Proration 0076686373 HJV3366 AUTHORIZEDPARKER, DAVID WILLIAM PARKER, DAVID WILLIAM 157 SHOREVIEW DR
Vehicle Sold 7/7/2025 7/8/2025
($3.27)
($7.73)$0.00
($1.05)
($0.35)
($0.08)($0.59)
($7.51)
$20.58
($11.97)
($153.43)
$277.05
($26.94)($2.72)
($6.57)
($2.89)
($0.65)807306633
Refund Generated due to proration on Bill #0079941594-2024-2024-0000-00
Vehicle Sold 7/17/2025 7/18/2025WAXHAW, NC 28173 Proration 0079941594 JJS6527 AUTHORIZEDPATEL, URVISHKUMAR MAHENDRAKUMAR
PATEL, URVISHKUMAR MAHENDRAKUMAR
904 MANORWOOD DR
Vehicle Sold 7/18/2025 7/29/2025
($17.47)($19.81)
($5.48)
($1.87)
($0.42)($3.12)
($40.07)
$88.24
($4.82)
($61.77)
$106.36
PERALA, SRINATH PERALA, SRINATH 2010 AUDUBON DR INDIAN TRAIL, NC 28079 Proration 0081429427 LFC8135 AUTHORIZED 807546124
Refund Generated due to proration on Bill #0081429427-2024-2024-0000-00
Page 13 of 21
203
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($9.92)$0.00600TAX($11.24)$0.00
023 TAX ($3.12)$0.00
003 TAX ($1.07)$0.00
005 TAX ($0.24)$0.00004TAX($1.77)$0.00
002 TAX ($22.74)$0.00
Refund
001 TAX ($14.58)$0.00200TAX($44.89)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.57)$0.00
005 TAX ($0.35)$0.00004TAX($2.61)$0.00
002 TAX ($33.42)$0.00
Refund
001 TAX ($110.63)$0.00026TAX($26.98)$0.00
003 TAX ($11.86)$0.00
005 TAX ($2.65)$0.00
004 TAX ($19.79)$0.00002TAX($253.66)$0.00
Refund
001 TAX ($1.02)$0.00
015 TAX ($0.34)$0.00
003 TAX ($0.11)$0.00005TAX($0.02)$0.00
004 TAX ($0.18)$0.00
002 TAX ($2.34)$0.00
Refund001TAX$0.00 $0.00
200 TAX ($55.28)$0.00
200 VEHICLE FEE ($30.00)$0.00
500 TAX $42.35 $0.00500VEHICLE FEE $25.00 $0.00
028 TAX $5.75 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00004TAX$0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($9.64)$0.00600TAX($10.93)$0.00
023 TAX ($3.02)$0.00
003 TAX ($1.03)$0.00
005 TAX ($0.23)$0.00004TAX($1.72)$0.00
002 TAX ($22.11)$0.00
Refund
001 TAX ($25.86)$0.00
700 TAX ($34.23)$0.00023TAX($8.11)$0.00
003 TAX ($2.77)$0.00
005 TAX ($0.62)$0.00
004 TAX ($4.62)$0.00002TAX($59.30)$0.00
Refund
001 TAX ($25.31)$0.00
200 TAX ($77.94)$0.00200VEHICLE FEE ($30.00)$0.00
003 TAX ($2.71)$0.00
005 TAX ($0.60)$0.00
004 TAX ($4.53)$0.00002TAX($58.04)$0.00
Refund
001 TAX ($35.85)$0.00
500 TAX ($84.57)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($11.49)$0.00
003 TAX ($3.84)$0.00
005 TAX ($0.86)$0.00004TAX($6.42)$0.00
002 TAX ($82.20)$0.00
Refund
($9.92)
($11.24)
($3.12)($1.07)
($0.24)809605517
Refund Generated due to adjustment on Bill #0067192775-2024-2024-0000-00
Over Assessment 7/29/2025INDIAN TRAIL, NC 28079 Adjustment < $100 0067192775 KAK7082 PENDINGPERRY, JUSTYN PHILLIP PERRY, JUSTYN PHILLIP 1215 LAGGAN LN
Vehicle Sold 7/16/2025 7/17/2025
($14.58)
($44.89)
$0.00($1.57)
($0.35)
($2.61)
($33.42)
$97.42
($1.77)
($22.74)
$50.10
PERRY-THOMPSON, SHARON
PERRY-THOMPSON, SHARON 404 KERR ST MONROE, NC 28110 Proration 0078285419 JLY6745 AUTHORIZED 807055130
Refund Generated due to proration on Bill #0078285419-2024-2024-0000-00
($110.63)
($26.98)
($11.86)($2.65)
($19.79)
689142084
Refund Generated due to proration on Bill #0082927186-2024-2024-0000-00
Vehicle Sold 7/1/2025 7/3/2025DAVIDSON, NC 28036 Proration 0082927186 VEW5244 AUTHORIZEDPHILLIPS, JASON SMITH PHILLIPS, JASON SMITH 318 CATHEY ST
876 WAXHAW HWY
7/14/2025 7/16/2025
($1.02)($0.34)
($0.11)
($0.02)
($0.18)($2.34)
$4.01
($253.66)
$425.57
PIETROWSKI, RICHARD GERARD
PIETROWSKI, RICHARD GERARD
5315 STATE LINE RD MARSHVILLE, NC 28103 Proration 0079723824 LDP1622 AUTHORIZED 691500420
Refund Generated due to proration on Bill #0079723824-2024-2024-0000-00
Vehicle Sold
$5.75$0.00
$0.00
$0.00
$0.00
$0.00
($55.28)($30.00)
$42.35
$25.00
1149342490
Refund Generated due to adjustment on Bill #0085394988-2024-2024-0000
Situs error 7/3/2025WAXHAW, NC 28173 Adjustment < $100 0085394988 RKP4330 PENDING
POWELL, STEPHEN
ALEXANDER
2100 COTTON MILL CT
7/30/2025
($9.64)
($10.93)
($3.02)($1.03)
($0.23)
($1.72)
($22.11)
$48.68
$12.18
POTHULA, NIHARIKA POTHULA, NIHARIKA 2010 AUDUBON DR INDIAN TRAIL, NC 28079 Proration 0075893784 PJX2097 AUTHORIZED 809606882
Refund Generated due to proration on Bill #0075893784-2024-2024-0000-00
Vehicle Sold 7/29/2025
PLATONENKO, IRYNA PLATONENKO, IRYNA
($4.62)
($59.30)
$135.51
PRESSLEY, GREGORY LYNN PRESSLEY, GREGORY LYNN 4306 ALLENBY PL MONROE, NC 28110 Proration 0065624634 HFE3769 AUTHORIZED 808393278
Refund Generated due to proration on Bill #0065624634-2024-2024-0000-00
($25.86)
($34.23)
($8.11)
($2.77)($0.62)809607232
Refund Generated due to proration on Bill #0080307271-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025MATTHEWS, NC 28104 Proration 0080307271 9A4007 AUTHORIZEDPOWELL, STEPHEN
ALEXANDER
PUMA, GINA MARIE PUMA, GINA MARIE 8013 HUDSON MILL DR
Vehicle Sold 7/23/2025 7/24/2025
($25.31)
($77.94)
($30.00)
($2.71)($0.60)
($4.53)
($58.04)
$199.13
($0.86)
($6.42)
($82.20)
$225.23
($35.85)
($84.57)
$0.00
($11.49)($3.84)923564584
Refund Generated due to proration on Bill #0076324127-2024-2024-0000-00
Vehicle Sold 7/22/2025 7/23/2025WAXHAW, NC 28173 Proration 0076324127 KAM1265 AUTHORIZED
Page 14 of 21
204
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($2.94)$0.00930TAX($0.36)$0.00
016 TAX ($1.09)$0.00
003 TAX ($0.31)$0.00
005 TAX ($0.07)$0.00004TAX($0.52)$0.00
002 TAX ($6.75)$0.00
Refund
001 TAX ($35.53)$0.00020TAX($11.65)$0.00
003 TAX ($3.81)$0.00
005 TAX ($0.85)$0.00
004 TAX ($6.36)$0.00002TAX($81.46)$0.00
Refund
001 TAX ($5.57)$0.00
800 TAX ($0.86)$0.00026TAX($1.36)$0.00
003 TAX ($0.60)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.00)$0.00002TAX($12.77)$0.00
Refund
001 TAX ($61.74)$0.00
200 TAX ($190.09)$0.00
200 VEHICLE FEE $0.00 $0.00003TAX($6.62)$0.00
005 TAX ($1.48)$0.00
004 TAX ($11.05)$0.00
002 TAX ($141.56)$0.00
Refund
001 TAX ($33.33)$0.00
800 TAX ($5.11)$0.00
026 TAX ($8.13)$0.00003TAX($3.57)$0.00
005 TAX ($0.80)$0.00
004 TAX ($5.97)$0.00
002 TAX ($76.42)$0.00
Refund
001 TAX ($33.33)$0.00
800 TAX ($5.11)$0.00
026 TAX ($8.13)$0.00003TAX($3.57)$0.00
005 TAX ($0.80)$0.00
004 TAX ($5.97)$0.00
002 TAX ($76.42)$0.00
Refund
001 TAX ($39.28)$0.00
200 TAX ($120.93)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($4.21)$0.00005TAX($0.94)$0.00
004 TAX ($7.03)$0.00
002 TAX ($90.06)$0.00
Refund001TAX$0.00 $0.00
600 TAX $19.70 $0.00
200 TAX ($53.52)$0.00
200 VEHICLE FEE ($30.00)$0.00026TAX$4.24 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00002TAX$0.00 $0.00
Refund
001 TAX ($2.69)$0.00
700 TAX ($4.52)$0.00700VEHICLE FEE ($25.00)$0.00
023 TAX ($1.02)$0.00
003 TAX ($0.25)$0.00
005 TAX ($0.11)$0.00004TAX($0.93)$0.00
002 TAX ($6.40)$0.00
Refund
($2.94)
($0.36)
($1.09)($0.31)
($0.07)809605853
Refund Generated due to proration on Bill #0044188306-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025INDIAN TRAIL, NC 28079 Proration 0044188306 TPC6491 AUTHORIZEDRABON, DAVID REID JR RABON, DAVID REID JR 9921 WINDROW DR
Vehicle Sold 7/23/2025 7/24/2025
($35.53)
($11.65)
($3.81)($0.85)
($6.36)
($81.46)
$139.66
($0.52)
($6.75)
$12.04
RAYMOND, SEBASTIAN ANDRE
RAYMOND, SEBASTIAN ANDRE
RAYMOND, MIA EMILIA 1705 RANDWICK WAY MATTHEWS, NC 28104 Proration 0065831145 JFD2679 AUTHORIZED 692908404
Refund Generated due to proration on Bill #0065831145-2024-2024-0000-00
($5.57)
($0.86)
($1.36)
($0.60)($0.13)807545249
Refund Generated due to adjustment on Bill #0083327414-2024-2024-0000-00
SLVG or RBLT TTL 7/18/2025MATTHEWS, NC 28106 Adjustment < $100 0083327414 LAH8121 PENDINGREEVES, DAVID DUSTIN REEVES, DAVID DUSTIN PO BOX 646
Vehicle Sold 7/22/2025 7/23/2025
($61.74)($190.09)
$0.00
($6.62)
($1.48)($11.05)
($141.56)
$412.54
($1.00)
($12.77)
$22.29
REID, WILLIAM ANTHONY REID, WILLIAM ANTHONY 3819 SONOMA WAY MONROE, NC 28110 Proration 0060259377 JCT1149 AUTHORIZED 808119963
Refund Generated due to proration on Bill #0060259377-2024-2024-0000-00
RESIDENTIAL & INDUSTRIALCLEANING COMPANY
RESIDENTIAL & INDUSTRIALCLEANING COMPANY
1419 LANDS END RD ROCK HILL, SC 29732 Proration 0078904406 TP8831 AUTHORIZED 809606525
Refund Generated due to proration on Bill #0078904406-2024-2024-0000-00
($33.33)($5.11)
($8.13)
($3.57)
($0.80)809606518
Refund Generated due to proration on Bill #0078850269-2024-2024-0000-00
Vehicle Sold 7/29/2025 7/30/2025ROCK HILL, SC 29732 Proration 0078850269 TP8827 AUTHORIZEDRESIDENTIAL & INDUSTRIALCLEANING COMPANY
RESIDENTIAL & INDUSTRIALCLEANING COMPANY
1419 LANDS END RD
REYNOLDS, THOMAS JASON HAROLD
2110 LOUISE DR
Vehicle Sold 7/29/2025 7/30/2025
($33.33)($5.11)
($8.13)
($3.57)
($0.80)($5.97)
($76.42)
$133.33
($5.97)
($76.42)
$133.33
($7.03)($90.06)
$262.45
RIVERA DOMINGUEZ, JESSICA SELENIA
RIVERA DOMINGUEZ, JESSICA SELENIA
3004 MAGNA LN INDIAN TRAIL, NC 28079 Adjustment < $100 0085713378 LBL2782 PENDING 1033711884
Refund Generated due to adjustment on Bill #0085713378-2024-2024-0000
($39.28)
($120.93)$0.00
($4.21)
($0.94)808119333
Refund Generated due to proration on Bill #0083212350-2024-2024-0000-00
Vehicle Sold 7/22/2025 7/23/2025MONROE, NC 28112 Proration 0083212350 RKA9573 AUTHORIZEDREYNOLDS, THOMAS JASON HAROLD
ROBERTS,
SANTIAGO LAMONT
ROBERTS,
SANTIAGO LAMONT
1263 MILL RACE LN
Situs error 7/1/2025
$0.00
$19.70($53.52)
($30.00)
$4.24
$0.00$0.00
$0.00
$0.00
$59.58
($0.11)
($0.93)
($6.40)
$40.92
($2.69)
($4.52)
($25.00)
($1.02)($0.25)926025672
Refund Generated due to proration on Bill #0086251599-2025-2025-0000-00
Vehicle Sold 7/31/2025 8/1/2025MATTHEWS, NC 28104 Proration 0086251599 VFZ2414 AUTHORIZED
Page 15 of 21
205
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($13.32)$0.00026TAX($3.25)$0.00
003 TAX ($1.43)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.39)$0.00002TAX($30.55)$0.00
Refund
001 TAX ($16.26)$0.00
015 TAX ($5.50)$0.00003TAX($1.74)$0.00
005 TAX ($0.39)$0.00
004 TAX ($2.91)$0.00
002 TAX ($37.28)$0.00
Refund
001 TAX ($5.68)$0.00
700 TAX ($6.47)$0.00
020 TAX ($1.66)$0.00003TAX($0.61)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.01)$0.00
002 TAX ($13.02)$0.00
Refund
001 TAX ($0.49)$0.00
500 TAX ($1.16)$0.00
028 TAX ($0.16)$0.00
003 TAX ($0.05)$0.00005TAX($0.01)$0.00
004 TAX ($0.09)$0.00
002 TAX ($1.12)$0.00
Refund001TAX($5.93)$0.00
021 TAX ($2.46)$0.00
003 TAX ($0.63)$0.00
005 TAX ($0.14)$0.00004TAX($1.06)$0.00
002 TAX ($13.60)$0.00
Refund
001 TAX ($15.48)$0.00026TAX($3.56)$0.00
003 TAX ($1.66)$0.00
005 TAX ($0.37)$0.00
004 TAX ($2.77)$0.00002TAX($35.49)$0.00
Refund
001 TAX ($36.32)$0.00
500 TAX ($85.67)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($11.64)$0.00
003 TAX ($3.89)$0.00
005 TAX ($0.87)$0.00
004 TAX ($6.50)$0.00002TAX($83.27)$0.00
Refund
001 TAX ($1.64)$0.00
700 TAX ($1.87)$0.00020TAX($0.48)$0.00
003 TAX ($0.18)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.29)$0.00002TAX($3.76)$0.00
Refund
001 TAX ($14.86)$0.00
800 TAX ($2.27)$0.00026TAX($3.62)$0.00
003 TAX ($1.59)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.66)$0.00002TAX($34.07)$0.00
Refund
001 TAX ($17.14)$0.00
600 TAX ($19.42)$0.00020TAX($5.62)$0.00
003 TAX ($1.84)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.07)$0.00
002 TAX ($39.29)$0.00Refund
($13.32)
($3.25)
($1.43)($0.32)
($2.39)
691976412
Refund Generated due to adjustment on Bill #0083425277-2024-2024-0000-00
Over Assessment 7/17/2025WAXHAW, NC 28173 Adjustment < $100 0083425277 RCHIHF PENDINGROXON, ALEXANDER ROXON, ALEXANDER ROXON, JACOB CHRISTOPHER 2109 SANDY POND LN
7/22/2025 7/23/2025
($16.26)
($5.50)
($1.74)
($0.39)($2.91)
($37.28)
$64.08
($30.55)
$51.26
ROYMAN, THOMAS ROYMAN, THOMAS 2040 TURNSBERRY DR MONROE, NC 28112 Proration 0075263570 USA1Z06 AUTHORIZED 692673846
Refund Generated due to proration on Bill #0075263570-2024-2024-0000-00
Vehicle Sold
($5.68)($6.47)
($1.66)
($0.61)
($0.13)807054549
Refund Generated due to proration on Bill #0077900710-2023-2023-0000-00
Vehicle Sold 7/16/2025 7/17/2025MATTHEWS, NC 28104 Proration 0077900710 KJH6431 AUTHORIZEDRUTHERFORD, DAYLEN JAY RUTHERFORD, DAYLEN JAY 6000 OLD HEARTWOOD WAY APT 6312
Vehicle Sold 7/17/2025 7/18/2025
($0.49)
($1.16)($0.16)
($0.05)
($0.01)
($0.09)($1.12)
$3.08
($1.01)
($13.02)
$28.58
RZEPKA, STEPHANIE YEAGER
RZEPKA, STEPHANIE YEAGER
1912 CHATOOKA LN WAXHAW, NC 28173 Proration 0071231984 CP15753 AUTHORIZED 807305737
Refund Generated due to proration on Bill #0071231984-2024-2024-0000-00
($5.93)
($2.46)($0.63)
($0.14)
($1.06)
693374328
Refund Generated due to proration on Bill #0066467103-2024-2024-0000-00
Vehicle Sold 7/25/2025 7/28/2025MONROE, NC 28110 Proration 0066467103 TKJ5554 AUTHORIZEDSAFRIT, KELLIE LYTLE SAFRIT, KELLIE LYTLE 3321 KELLYSTONE DR
SAZONCIKA, LIENE SAZONCIKA, LIENE 1544 PRICKLY LN
7/11/2025 7/14/2025
($15.48)
($3.56)
($1.66)($0.37)
($2.77)
($35.49)
$59.33
($13.60)
$23.82
SATCHELL, PATRICK JAMES JR
SATCHELL, PATRICK JAMES JR
3264 CEDAR CIRCLE RD LANCASTER, SC 29720 Proration 0072784716 JM9927 AUTHORIZED 691025556
Refund Generated due to proration on Bill #0072784716-2023-2023-0000-00
Reg . Out of state
($0.87)
($6.50)
($83.27)
$228.16
($36.32)
($85.67)
$0.00
($11.64)
($3.89)921369176
Refund Generated due to proration on Bill #0070577966-2024-2024-0000-00
Vehicle Sold 7/11/2025 7/14/2025WAXHAW, NC 28173 Proration 0070577966 SR3448 AUTHORIZED
SCHWARZ, AUDREY PETERMANN
SCHWARZ, AUDREY PETERMANN
SCHWARZ, STUART 8119 LAKE PROVIDENCE DR MATTHEWS, NC 28104 Proration 0058822804 JAJ4553 AUTHORIZED 805990038
Refund Generated due to proration on Bill #0058822804-2024-2024-0000-00
($1.64)
($1.87)
($0.48)
($0.18)($0.04)807544815
Refund Generated due to proration on Bill #0072383547-2023-2023-0000-00
Vehicle Sold 7/18/2025 7/29/2025MATTHEWS, NC 28104 Proration 0072383547 KBN3138 AUTHORIZEDSCHOLL, AMY JOSEPHSON SCHOLL, AMY JOSEPHSON 5026 STONEHILL LN
SERRANO DE YUSTIZ, XIOMARA MARIA
6902 FENWICK DR
Vehicle Sold 7/10/2025 7/11/2025
($14.86)
($2.27)
($3.62)
($1.59)($0.36)
($2.66)
($34.07)
$59.43
($0.29)
($3.76)
$8.26
($3.07)
($39.29)
$86.79
($17.14)
($19.42)
($5.62)
($1.84)
($0.41)809606623
Refund Generated due to proration on Bill #0084359742-2024-2024-0000-00
Vehicle Totalled 7/29/2025 7/30/2025INDIAN TRAIL, NC 28079 Proration 0084359742 LJT4545 AUTHORIZEDSERRANO DE YUSTIZ, XIOMARA MARIA
Page 16 of 21
206
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($4.22)$0.00101TAX($2.07)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.03)$0.00
003 TAX ($0.45)$0.00005TAX($0.10)$0.00
004 TAX ($0.75)$0.00
002 TAX ($9.68)$0.00
Refund001TAX($8.57)$0.00
101 TAX ($4.20)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($2.09)$0.00003TAX($0.92)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.53)$0.00
002 TAX ($19.66)$0.00
Refund
001 TAX ($33.28)$0.00
021 TAX ($13.80)$0.00
003 TAX ($3.57)$0.00005TAX($0.80)$0.00
004 TAX ($5.95)$0.00
002 TAX ($76.30)$0.00
Refund
001 TAX ($5.86)$0.00015TAX($1.67)$0.00
003 TAX ($0.63)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.05)$0.00002TAX($13.44)$0.00
Refund
001 TAX ($11.43)$0.00
022 TAX ($5.99)$0.00003TAX($1.23)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.05)$0.00
002 TAX ($26.20)$0.00
Refund
001 TAX ($1.21)$0.00
017 TAX ($0.28)$0.00
003 TAX ($0.13)$0.00005TAX($0.03)$0.00
004 TAX ($0.22)$0.00
002 TAX ($2.77)$0.00
Refund001TAX($17.45)$0.00
026 TAX ($4.25)$0.00
003 TAX ($1.87)$0.00
005 TAX ($0.42)$0.00
004 TAX ($3.12)$0.00002TAX($40.00)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($36.78)$0.00200VEHICLE FEE ($30.00)$0.00
980 TAX $1.46 $0.00
021 TAX $4.96 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($26.44)$0.00
025 TAX ($8.14)$0.00
003 TAX ($2.83)$0.00
005 TAX ($0.63)$0.00004TAX($4.73)$0.00
002 TAX ($60.64)$0.00
Refund
001 TAX ($6.99)$0.00029TAX($1.59)$0.00
003 TAX ($0.75)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.25)$0.00
002 TAX ($16.02)$0.00Refund
SHAFFER, LAWRENCE BOYD JR
SHAFFER, LAWRENCE BOYD JR
SHAFFER, CYNTHIA ANN 769 APPOMATOX DR WAXHAW, NC 28173 Proration 0023548328 JDY9684 AUTHORIZED 926026304
Refund Generated due to proration on Bill #0023548328-2024-2024-0000-00
SHAH, ASHISH MANSUKHBHAI SHAH, ASHISH MANSUKHBHAI SHAH, DEEPA ASHITKUMAR 2714 VIKINGS COVE LN
Vehicle Sold 7/31/2025 8/1/2025
($4.22)
($2.07)
$0.00($1.03)
($0.45)
($0.10)
($0.75)($9.68)
$18.30
($0.20)($1.53)
($19.66)
$37.17
($8.57)
($4.20)$0.00
($2.09)
($0.92)923565112
Refund Generated due to proration on Bill #0039289623-2024-2024-0000-00
Reg . Out of state 7/22/2025 7/23/2025LAS VEGAS, NV 89117 Proration 0039289623 TDB1270 AUTHORIZED
($33.28)($13.80)
($3.57)
($0.80)
($5.95)
690648144
Refund Generated due to proration on Bill #0060024692-2024-2024-0000-00
Vehicle
Sold 7/9/2025 7/10/2025MONROE, NC 28110 Proration 0060024692 FFX8281 AUTHORIZEDSHANK, STEVEN
EDWARDS JR
SHANK, STEVEN
EDWARDS JR
5917 MORGAN
PARK DR
7/11/2025 7/14/2025
($5.86)
($1.67)
($0.63)($0.14)
($1.05)
($13.44)
$22.79
($76.30)$133.70
SIMPSON, RONALD RAY SIMPSON, RONALD RAY
3804 HARRINGTON QUICK RD
MONROE, NC 28110 Proration 0080707043 PMX2249 AUTHORIZED 691027014
Refund Generated due to proration on Bill #0080707043-2023-2023-0000-00
Vehicle Sold
($11.43)
($5.99)
($1.23)
($0.27)($2.05)691761942
Refund Generated due to adjustment on Bill #0073321319-2024-2024-0000-00
Over Assessment 7/16/2025WINGATE, NC 28174 Adjustment < $100 0073321319 FEM4675 PENDINGSMALL, WILLIAM TIMOTHY
SMALL, WILLIAM TIMOTHY
1206 TRULL HINSON RD
7/8/2025 7/9/2025
($1.21)($0.28)
($0.13)
($0.03)
($0.22)($2.77)
$4.64
($26.20)
$47.17
SMITH, COLE MICHAEL SMITH, COLE MICHAEL 7505 PLEASANT HILL CH RD MARSHVILLE, NC 28103 Proration 0077863574 CP97912 AUTHORIZED 690424176
Refund Generated due to proration on Bill #0077863574-2023-
2023-0000-00
Vehicle Sold
($17.45)
($4.25)
($1.87)($0.42)
($3.12)
691762260
Refund Generated due to proration on Bill #0079418664-2024-2024-0000-00
Vehicle Sold 7/16/2025 7/17/2025WAXHAW, NC 28173 Proration 0079418664 TMH2407 AUTHORIZEDSMOAK, MICHAEL JAMES SMOAK, MICHAEL JAMES 304 TALLOW TREE CT
7/3/2025
$0.00
($36.78)
($30.00)
$1.46$4.96
$0.00
$0.00
$0.00$0.00
$60.36
($40.00)
$67.11
SORENSEN, JULIA KRISTIAN
SORENSEN, JULIA KRISTIAN
1015 FLAT ROCK DR MONROE, NC 28110 Adjustment < $100 0085474290 DMT7337 PENDING 1034408178
Refund Generated due to adjustment on Bill #0085474290-2024-2024-0000
Situs error
($26.44)
($8.14)($2.83)
($0.63)
($4.73)
691761054
Refund Generated due to proration on Bill #0080693364-2024-2024-0000-00
Vehicle Sold 7/16/2025 7/17/2025WAXHAW, NC 28173 Proration 0080693364 LDP4715 AUTHORIZEDSPONHEIMER, ADAM MICHAEL SPONHEIMER, ADAM MICHAEL 8214 TIRZAH CHURCH RD
7/9/2025 7/10/2025
($6.99)
($1.59)
($0.75)
($0.17)($1.25)
($16.02)
$26.77
($60.64)
$103.41
STARNES, PHALA JONES STARNES, PHALA JONES 2215 RUBEN RD MONROE, NC 28112 Proration 0019586231 HMR3931 AUTHORIZED 690648900
Refund Generated due to proration on Bill #0019586231-2024-2024-0000-00
Vehicle Sold
Page 17 of 21
207
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($1.60)$0.00029TAX($0.36)$0.00
003 TAX ($0.17)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.28)$0.00002TAX($3.66)$0.00
Refund
001 TAX ($5.22)$0.00
018 TAX ($2.35)$0.00003TAX($0.56)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.93)$0.00
002 TAX ($11.97)$0.00
Refund
001 TAX ($24.50)$0.00
700 TAX ($32.43)$0.00
023 TAX ($7.69)$0.00003TAX($2.63)$0.00
005 TAX ($0.59)$0.00
004 TAX ($4.39)$0.00
002 TAX ($56.18)$0.00
Refund
001 TAX ($4.27)$0.00
101 TAX ($2.09)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.04)$0.00003TAX($0.46)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.76)$0.00
002 TAX ($9.79)$0.00
Refund
001 TAX ($33.09)$0.00
017 TAX ($11.93)$0.00
003 TAX ($3.55)$0.00005TAX($0.79)$0.00
004 TAX ($5.92)$0.00
002 TAX ($75.88)$0.00
Refund001TAX($11.35)($0.57)
015 TAX ($3.84)($0.20)
003 TAX ($1.22)($0.06)
005 TAX ($0.27)($0.01)004 TAX ($2.03)($0.10)
002 TAX ($26.03)($1.30)
Refund
001 TAX ($18.83)$0.00600TAX($21.35)$0.00
023 TAX ($5.91)$0.00
003 TAX ($2.02)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.37)$0.00002TAX($43.18)$0.00
Refund
001 TAX ($11.39)$0.00
500 TAX ($26.87)$0.00500VEHICLE FEE $0.00 $0.00
028 TAX ($2.92)$0.00
003 TAX ($1.22)$0.00
005 TAX ($0.27)$0.00004TAX($2.04)$0.00
002 TAX ($26.11)$0.00
Refund
001 TAX ($53.91)$0.00600TAX($61.10)$0.00
023 TAX ($16.91)$0.00
003 TAX ($5.78)$0.00
005 TAX ($1.29)$0.00004TAX($9.64)$0.00
002 TAX ($123.60)$0.00
Refund
001 TAX ($5.92)($0.29)200 TAX ($18.24)($0.92)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.64)($0.03)
005 TAX ($0.14)($0.01)
004 TAX ($1.06)($0.05)002 TAX ($13.58)($0.68)
Refund
($1.60)
($0.36)
($0.17)($0.04)
($0.28)
690648906
Refund Generated due to proration on Bill #0081967195-2024-2024-0000-00
Vehicle Sold 7/9/2025 7/10/2025MONROE, NC 28112 Proration 0081967195 LFM2859 AUTHORIZEDSTARNES, PHALA JONES STARNES, PHALA JONES 2215 RUBEN RD
7/29/2025 7/30/2025
($5.22)
($2.35)
($0.56)
($0.12)($0.93)
($11.97)
$21.15
($3.66)
$6.11
STEWART, GREGORY HEATH STEWART, GREGORY HEATH
2714 HAMILTONS CROSS RD
MARSHVILLE, NC 28103 Proration 0080181340 VBA6814 AUTHORIZED 693949032
Refund Generated due to proration on Bill #0080181340-2024-2024-0000-00
Vehicle Totalled
TAN, LIHUA TAN, LIHUA 7407 STONEHAVEN DR WAXHAW, NC 28173 Proration 0079866007 LDP1835 AUTHORIZED 919473904
Refund Generated due to proration on Bill #0079866007-2024-2024-0000-00
($24.50)($32.43)
($7.69)
($2.63)
($0.59)805757302
Refund Generated due to proration on Bill #0082894064-2024-2024-0000-00
Vehicle Sold 7/9/2025 7/10/2025MATTHEWS, NC 28104 Proration 0082894064 LEV2667 AUTHORIZEDSUED, LUIS SALVADOR SUED, LUIS SALVADOR 4419 SHANNAMARA DR
Vehicle Sold 7/3/2025 7/7/2025
($4.27)
($2.09)$0.00
($1.04)
($0.46)
($0.10)($0.76)
($9.79)
$18.51
($4.39)
($56.18)
$128.41
($33.09)($11.93)
($3.55)
($0.79)
($5.92)
690422718
Refund Generated due to proration on Bill #0065341273-2024-2024-0000-00
Vehicle Sold 7/8/2025 7/9/2025MARSHVILLE, NC 28103 Proration 0065341273 JMT4117 AUTHORIZEDTARLTON, CARA SIMPSON TARLTON, CARA SIMPSON 5224 NEW SALEM RD
7/29/2025 7/30/2025
($11.92)
($4.04)($1.28)
($0.28)
($2.13)
($27.33)
$46.98
($75.88)
$131.16
THE ESTATE OF KIMBERLY DEESE CATTIE
CATTIE, JOHN VINCENT 2672 BARTRAM PL
WINSTON SALEM, NC 27106 Proration 0082177710 JJC1409 AUTHORIZED 693948504
Refund Generated due to proration on Bill #0082177710-2024-2024-0000-00
Vehicle Sold
THOMS, JEFFREY SCOTT THOMS, JEFFREY SCOTT 1100 PERIWINKLE DR WAXHAW, NC 28173 Proration 0060500905 TDR6841 AUTHORIZED 922635432
Refund Generated due to proration on Bill #0060500905-2023-2023-0000-00
($18.83)
($21.35)
($5.91)
($2.02)($0.45)805460327
Refund Generated due to proration on Bill #0069158976-2024-2024-0000-00
Vehicle Sold 7/7/2025 7/8/2025INDIAN TRAIL, NC 28079 Proration 0069158976 JJW6845 AUTHORIZEDTHOMAS, KYLE KENNEDY THOMAS, KYLE KENNEDY
2022 HOUNDSCROFT RD
Vehicle Sold 7/17/2025 7/18/2025
($11.39)
($26.87)
$0.00
($2.92)($1.22)
($0.27)
($2.04)
($26.11)
$70.82
($3.37)
($43.18)
$95.11
($53.91)
($61.10)
($16.91)($5.78)
($1.29)806198344
Refund Generated due to proration on Bill #0074958289-2024-2024-0000-00
Vehicle Sold 7/11/2025 7/14/2025INDIAN TRAIL, NC 28079 Proration 0074958289 HET9160 AUTHORIZEDTOMBERLIN, GREGORY LEWIS TOMBERLIN, GREGORY LEWIS 1005 CHAPMAN ST
Vehicle Sold 7/3/2025 7/7/2025
($6.21)
($19.16)
$0.00
($0.67)($0.15)
($1.11)
($14.26)
$41.56
($9.64)
($123.60)
$272.23
TOMPKINS, JOHN LLOYD TOMPKINS, JOHN LLOYD 821 PELICAN BAY DR PINEVILLE, NC 28134 Proration 0077134027 HFW1898 AUTHORIZED 804539162
Refund Generated due to proration on Bill #0077134027-2024-2024-0000-00
Page 18 of 21
208
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($9.96)$0.00600TAX($11.28)$0.00
019 TAX ($3.89)$0.00
003 TAX ($1.07)$0.00
005 TAX ($0.24)$0.00004TAX($1.78)$0.00
002 TAX ($22.82)$0.00
Refund
001 TAX ($100.03)$0.00026TAX($24.39)$0.00
003 TAX ($10.72)$0.00
005 TAX ($2.39)$0.00
004 TAX ($17.89)$0.00002TAX($229.34)$0.00
Refund
001 TAX ($43.25)$0.00
600 TAX ($49.03)$0.00023TAX($13.57)$0.00
003 TAX ($4.63)$0.00
005 TAX ($1.03)$0.00
004 TAX ($7.74)$0.00002TAX($99.18)$0.00
Refund
001 TAX ($16.19)$0.00
026 TAX ($4.38)$0.00
003 TAX ($1.53)$0.00005TAX($0.65)$0.00
004 TAX ($5.60)$0.00
002 TAX ($38.56)$0.00
Refund001TAX($5.50)$0.00
800 TAX ($0.84)$0.00
026 TAX ($1.34)$0.00
003 TAX ($0.59)$0.00005TAX($0.13)$0.00
004 TAX ($0.98)$0.00
002 TAX ($12.60)$0.00
Refund001TAX($13.01)$0.00
600 TAX ($14.75)$0.00
023 TAX ($3.52)$0.00
003 TAX ($1.39)$0.00005TAX($0.31)$0.00
004 TAX ($2.32)$0.00
002 TAX ($29.83)$0.00
Refund001TAX($14.08)$0.00
013 TAX ($1.97)$0.00
003 TAX ($1.51)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.52)$0.00002TAX($32.28)$0.00
Refund
001 TAX ($26.15)$0.00
600 TAX ($29.64)$0.00020TAX($8.57)$0.00
003 TAX ($2.81)$0.00
005 TAX ($0.63)$0.00
004 TAX ($4.68)$0.00002TAX($59.95)$0.00
Refund
001 TAX ($22.67)$0.00
200 TAX ($69.81)$0.00200VEHICLE FEE $0.00 $0.00
003 TAX ($2.43)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.06)$0.00002TAX($51.98)$0.00
Refund
001 TAX ($3.60)$0.00
600 TAX ($4.08)$0.00019TAX($1.41)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.25)$0.00Refund
($9.96)
($11.28)
($3.89)($1.07)
($0.24)808392396
Refund Generated due to proration on Bill #0078270317-2024-2024-0000-00
Vehicle Sold 7/23/2025 7/24/2025MONROE, NC 28110 Proration 0078270317 VDK6681 AUTHORIZEDTRYHUB, YEVHENII TRYHUB, YEVHENII 1010 LITTLE ROCK CT
Vehicle Sold 7/3/2025 7/7/2025
($100.03)
($24.39)
($10.72)($2.39)
($17.89)
($229.34)
$384.76
($1.78)
($22.82)
$51.04
TURNER, KERMIT WAYNE TURNER, KERMIT WAYNE 207 RIVER BIRCH LN MATTHEWS, NC 28104 Proration 0082743339 KJX6687 AUTHORIZED 689605104
Refund Generated due to proration on Bill #0082743339-2024-2024-0000-00
($43.25)
($49.03)
($13.57)
($4.63)($1.03)807306024
Refund Generated due to proration on Bill #0060394409-2024-2024-0000-00
Vehicle Sold 7/17/2025 7/18/2025INDIAN TRAIL, NC 28079 Proration 0060394409 433SDV AUTHORIZEDTURNER, ROBERT LEE JR TURNER, ROBERT LEE JR
TURNER, KATHERINE BLAIR
2002 GALENA CHASE DR
Vehicle Sold 7/29/2025 7/30/2025
($16.19)($4.38)
($1.53)
($0.65)
($5.60)($38.56)
$66.91
($7.74)
($99.18)
$218.43
TURNER, TATANSHA RAGLAND
TURNER, TATANSHA RAGLAND
207 RIVER BIRCH LN MATTHEWS, NC 28104 Proration 0086334600 LKC5492 AUTHORIZED 693949086
Refund Generated due to proration on Bill #0086334600-2025-2025-0000-00
($5.50)
($0.84)($1.34)
($0.59)
($0.13)807054486
Refund Generated due to proration on Bill #0079551681-2024-2024-0000-00
Vehicle
Sold 7/16/2025 7/17/2025MATTHEWS, NC 28104 Proration 0079551681 XZE2514 AUTHORIZEDTURNER, TERESA DEAL TURNER, TERESA DEAL 2027 KINGS MANOR DR
Vehicle Sold 7/30/2025 7/31/2025
($13.01)
($14.75)($3.52)
($1.39)
($0.31)
($2.32)($29.83)
$65.13
($0.98)($12.60)
$21.98
VACA SUAREZ, ESMERALDA MAYTE
VACA SUAREZ, ESMERALDA MAYTE
6202 DAYBREAK DR MONROE, NC 28110 Proration 0066296402 JHD8339 AUTHORIZED 809950400
Refund Generated due to proration on Bill #0066296402-2023-2023-0000-00
($14.08)
($1.97)
($1.51)($0.34)
($2.52)
691026954
Refund Generated due to proration on Bill #0082927670-2024-2024-0000-00
Vehicle Totalled 7/11/2025 7/14/2025MONROE, NC 28112 Proration 0082927670 LHP6402 AUTHORIZEDVAN ALMEN, JOSHUA NATHANIEL
VAN ALMEN, JOSHUA NATHANIEL
804 TRIPLE OAKS RD
7/24/2025 7/25/2025
($26.15)
($29.64)
($8.57)
($2.81)($0.63)
($4.68)
($59.95)
$132.43
($32.28)
$52.70
VASKIV, VOLODYMYR VASKIV, VOLODYMYR 317 E PARK RD APT 214 INDIAN TRAIL, NC 28079 Proration 0083213013 VFH3143 AUTHORIZED 808393838
Refund Generated due to proration on Bill #0083213013-2024-2024-0000-00
Vehicle Sold
($22.67)
($69.81)
$0.00
($2.43)($0.54)809951534
Refund Generated due to proration on Bill #0051637588-2024-2024-0000-00
Vehicle Sold 7/30/2025 7/31/2025MONROE, NC 28112 Proration 0051637588 EAL7668 AUTHORIZEDVOZNIUC, IURIE VOZNIUC, IURIE VOZNIUC, NATALIA
814 BRIDGEWATER DR
Vehicle Sold 7/31/2025 8/1/2025
($3.60)
($4.08)
($1.41)
($0.38)
($0.09)($0.64)
($8.25)
$18.45
($4.06)
($51.98)
$151.49
WALLS, JEFFREY GLEN WALLS, JEFFREY GLEN WALLS, JANA KAYE 602 HAMPSHIRE HILL RD MATTHEWS, NC 28105 Proration 0076867625 PHR4087 AUTHORIZED 810271875
Refund Generated due to proration on Bill #0076867625-2024-2024-0000-00
Page 19 of 21
209
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($17.13)$0.00026TAX($4.18)$0.00
003 TAX ($1.84)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.07)$0.00002TAX($39.29)$0.00
Refund
001 TAX ($67.40)$0.00
101 TAX ($33.04)$0.00101VEHICLE FEE $0.00 $0.00
026 TAX ($16.44)$0.00
003 TAX ($7.23)$0.00
005 TAX ($1.61)$0.00004TAX($12.06)$0.00
002 TAX ($154.55)$0.00
Refund
001 TAX ($2.49)$0.00600TAX($2.82)$0.00
020 TAX ($0.73)$0.00
003 TAX ($0.27)$0.00
005 TAX ($0.06)$0.00004TAX($0.45)$0.00
002 TAX ($5.71)$0.00
Refund
001 TAX ($29.34)$0.00
600 TAX ($33.26)$0.00020TAX($9.62)$0.00
003 TAX ($3.15)$0.00
005 TAX ($0.70)$0.00
004 TAX ($5.25)$0.00002TAX($67.28)$0.00
Refund
001 TAX $0.00 $0.00
990 TAX $1.05 $0.00200TAX($25.23)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $2.77 $0.00
003 TAX $0.00 $0.00005TAX$0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX$0.00 $0.00
200 TAX ($60.60)$0.00
200 VEHICLE FEE ($30.00)$0.00
021 TAX $8.16 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund001TAX($37.78)$0.00
800 TAX ($5.79)$0.00
026 TAX ($9.21)$0.00
003 TAX ($4.05)$0.00005TAX($0.91)$0.00
004 TAX ($6.76)$0.00
002 TAX ($86.64)$0.00
Refund001TAX$0.00 $0.00
200 TAX ($2.86)$0.00
200 VEHICLE FEE ($30.00)$0.00
028 TAX $0.30 $0.00003TAX$0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($4.60)$0.00
300 TAX ($9.59)$0.00
300 VEHICLE FEE ($25.00)$0.00022TAX($2.41)$0.00
003 TAX ($0.49)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.82)$0.00
002 TAX ($10.55)$0.00Refund
($17.13)
($4.18)
($1.84)($0.41)
($3.07)
693373872
Refund Generated due to proration on Bill #0081234137-2024-2024-0000-00
Vehicle Sold 7/25/2025 7/28/2025WAXHAW, NC 28173 Proration 0081234137 TAN4933 AUTHORIZEDWARNER, JEFFREY ROBERT
WARNER, JEFFREY ROBERT
WARNER, ANDREA NICOLE 1311 SUNNYS HALO LN
7/3/2025 7/7/2025
($67.40)
($33.04)
$0.00
($16.44)($7.23)
($1.61)
($12.06)
($154.55)
$292.33
($39.29)
$65.92
WARREN, JAMES WALTER JR WARREN, JAMES WALTER JR 2030 GARDEN TERRACE CIR WAXHAW, NC 28173 Proration 0083225209 1502SC AUTHORIZED 919473600
Refund Generated due to proration on Bill #0083225209-2024-2024-0000-00
Vehicle Sold
($2.49)
($2.82)
($0.73)($0.27)
($0.06)807545158
Refund Generated due to proration on Bill #0072489442-2023-2023-0000-00
Vehicle Sold 7/18/2025 7/29/2025INDIAN TRAIL, NC 28079 Proration 0072489442 EDL3763 AUTHORIZEDWEBB, OKSANA WEBB, OKSANA 2010 IVY POND LN
Vehicle Sold 7/18/2025 7/29/2025
($29.34)
($33.26)
($9.62)
($3.15)($0.70)
($5.25)
($67.28)
$148.60
($0.45)
($5.71)
$12.53
WEBB, OKSANA WEBB, OKSANA 2010 IVY POND LN INDIAN TRAIL, NC 28079 Proration 0084223720 EDL3763 AUTHORIZED 807545165
Refund Generated due to proration on Bill #0084223720-2024-2024-0000-00
WESTON, CAROL
ANN
WESTON, CAROL
ANN 409 RIDGE RD
$0.00
$0.00
$0.00$0.00
$51.41
$0.00
$1.05
($25.23)
($30.00)$2.771034408214
Refund Generated due to adjustment on Bill #0085448894-2024-2024-0000
Situs error 7/3/2025MINERAL SPRINGS, NC 28108
Adjustment < $100 0085448894 VFL6930 PENDINGWELCH, ANGELA DAWN WELCH, ANGELA DAWN PO BOX 574
WETHERBEE, DIANE KAY 3008 ROCK RIDGE PASS
$0.00
$0.00$0.00
$82.44
$0.00
($60.60)($30.00)
$8.16
$0.00918854976
Refund Generated due to adjustment on
Bill #0084671315-2024-2024-0000
Situs error 7/1/2025MONROE, NC 28110 Adjustment < $100 0084671315 SWL5747 PENDING
($6.76)($86.64)
$151.14
WIEGMAN, DAVID BOAZ ELDERS
WIEGMAN, DAVID BOAZ ELDERS PO BOX 248 WAXHAW, NC 28173 Adjustment < $100 0085450308 9L7497 PENDING 919473960
Refund Generated due to adjustment on Bill #0085450308-2024-2024-0000
($37.78)
($5.79)($9.21)
($4.05)
($0.91)804539365
Refund Generated due to proration on Bill #0070750265-2024-
2024-0000-00
Vehicle Sold 7/3/2025 7/7/2025MATTHEWS, NC
28104 Proration 0070750265 FHE1686 AUTHORIZEDWETHERBEE,
DIANE KAY
WINGATE UNIVERSITY WINGATE UNIVERSITY PO BOX 159
Situs error 7/3/2025
$0.00
($2.86)($30.00)
$0.30
$0.00
$0.00$0.00
$0.00
$32.56
($0.11)($0.82)
($10.55)
$53.57
($4.60)($9.59)
($25.00)
($2.41)
($0.49)921132968
Refund Generated due to adjustment on Bill #0085582941-2024-2024-0000-00
Exempt Property 7/10/2025WINGATE, NC 28174 Adjustment < $100 0085582941 BF7277 PENDING
Page 20 of 21
210
Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($4.60)($0.58)300 TAX ($9.59)($1.20)
300 VEHICLE FEE ($25.00)$0.00
022 TAX ($2.41)($0.30)
003 TAX ($0.49)($0.06)005 TAX ($0.11)($0.01)
004 TAX ($0.82)($0.10)
002 TAX ($10.55)($1.32)
Refund001TAX($52.95)$0.00
500 TAX ($124.91)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($16.96)$0.00003TAX($5.68)$0.00
005 TAX ($1.27)$0.00
004 TAX ($9.47)$0.00
002 TAX ($121.41)$0.00
Refund
001 TAX ($3.89)$0.00
600 TAX ($4.41)$0.00
020 TAX ($1.28)$0.00003TAX($0.42)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.70)$0.00
002 TAX ($8.93)$0.00
Refund001TAX($13.05)($0.68)
600 TAX ($14.80)($0.74)
019 TAX ($5.11)($0.25)
003 TAX ($1.40)($0.07)005 TAX ($0.31)($0.01)
004 TAX ($2.33)($0.11)
002 TAX ($29.93)($1.49)
Refund
Refund Total
WOOD, KIM MARIE WOOD, KIM MARIE WOOD, DANIEL LEE 3912 BERNER CT
($0.12)
($0.92)($11.87)
$57.14
($5.18)
($10.79)
($25.00)($2.71)
($0.55)921132984
Refund Generated due to adjustment on Bill #0085511568-2024-2024-0000-00
Exempt Property 7/10/2025WINGATE, NC 28174 Adjustment < $100 0085511568 BF7277 PENDINGWINGATE UNIVERSITY WINGATE UNIVERSITY PO BOX 159
YOUNG, DAVID CHARLES 1012 MURANDY LN
($1.27)($9.47)
($121.41)
$332.65
($52.95)
($124.91)$0.00
($16.96)
($5.68)920524200
Refund Generated due to proration on Bill #0083545142-2024-2024-0000-00
Vehicle Sold 7/7/2025 7/8/2025WAXHAW, NC 28173 Proration 0083545142 VFL5633 AUTHORIZED
($0.70)($8.93)
$19.72
YOUNG, LOGAN MATTHEW YOUNG, LOGAN MATTHEW 6004 PINE CONE LN MONROE, NC 28110 Proration 0077143727 FME4935 AUTHORIZED 805755384
Refund Generated due to proration on Bill #0077143727-2024-
2024-0000-00
($3.89)($4.41)
($1.28)
($0.42)
($0.09)809951555
Refund Generated due to proration on Bill #0052780861-2024-2024-0000-00
Vehicle Totalled 7/30/2025 7/31/2025MATTHEWS, NC 28104 Proration 0052780861 HFV5227 AUTHORIZEDYOUNG, DAVID CHARLES
$20941.15
Vehicle Totalled 7/9/2025 7/10/2025
($13.73)
($15.54)($5.36)
($1.47)
($0.32)
($2.44)($31.42)
$70.28
Page 21 of 21
211
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-546 Agenda Date:9/2/2025
TITLE:..title
Human Resources Reports for July 2025
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and retirements for Union County
Local Government for the month of July 2025.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Name
7/14/25
7/14/25
7/14/25
7/14/25
7/14/25
7/28/25
7/14/25
7/28/25
7/14/25
7/14/25
7/14/25
7/28/25
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7/28/25
7/14/25
7/14/25
7/28/25
7/28/25
7/28/25
7/14/25
7/28/25
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
July 2025
Hire Date Position
911 COMMUNICATIONS
SHANIQUE M HOWARD TELECOMMUNICATOR I
HALEY K LILES TELECOMMUNICATOR I
SYDNEY A SHARPE TELECOMMUNICATOR I
ZACHARIAH P VIETS TELECOMMUNICATOR I
HS - TRANSPORTATION
DONALD W GOULD TRANSPORTATION DRIVER PT
BOARD OF ELECTIONS
IAN C KENNEDY ELECTIONS COORDINATOR
COURT FACILITIES & SUPPORT
HANNAH M LEGARSKY TREATMENT COURT COORDINATOR
ENVIRONMENTAL HEALTH
MERIDITH M CAGLE ADMINISTRATIVE PROF III PT
HS - SOCIAL SERVICES
JAMIE E BLAND BEHAVIORAL HEALTH THERAPIST
PUBLIC LIBRARY
BETHANY L BATES LIBRARY ASSOCIATE PT
REGISTER OF DEEDS
RICHARD D BRADY ASSISTANT I - ROD PT
SECURITY & RISK MANAGEMENT
JAMES T COLLEY SECURITY MANAGEMENT COOR
SHERIFF/JAIL/FAC 80.5 HRS
JAMES M HAMPTON DEPUTY SHERIFF
JAMICA L CARTER DETENTION OFFICER
WYATT G CREASEY DETENTION OFFICER
SHERIFF/JAIL/FACILITIES
EMILY R CHILDS RECORDS SPECIALIST
VICTORIA A THOMAS SHERIFF'S SERVICES SPECIALIST
SOLID WASTE
MELISSA S MAY UTILITY SITE ATTENDANT
TA - ASSESSMENT
ANTHONY A SCHWARTZ CUSTOMER SERVICE SPECIALIST
KRYSTAL L ELKS SENIOR CUSTOMER SERVICE SPEC
STEPHEN L GERKO REAL ESTATE APPRAISER I
UCW - PLANNING & RESOURCE MGMT
MASON A SIMPSON SENIOR SYSTEMS SUPPORT
UCW - UTILITY BUSINESS SVCS
Page 1 of 2
213
Name
7/28/25
7/14/25
HEIDI RECHER TRAINING & QUAL CONTROL SPEC
UCW - WATER & WASTEWATER OPS
BRET J KELSO PROCESS CONTROL & AUTO SUPV
Hire Date Position
Page 2 of 2
214
Name
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
July 2025
Hire Date Separation Date Position
HS - SOCIAL SERVICES
MONICA L BELK 2/21/97 7/31/25 SOCIAL WORK DIV MANAGER
SHERIFF/JAIL/FACILITIES
GREGORY L THOMAS 11/28/94 7/31/25 CHIEF DEPUTY SHERIFF
SHERIFF/JAIL/FAC 80.5 HRS
MICHAEL T CUNNINGHAM 7/26/04 7/31/25 DEPUTY SHERIFF
UCW - ENGINEERING
KEVIN L QUICK 11/20/95 7/31/25 CONSTRUCTION INSPECTOR
END OF TERM
PLANNING
CHRISTOPHER D EDWARDS 2/3/20 7/1/25 BOARD PAY
SEPARATION FROM SERVICE
911 COMMUNICATIONS
MADISON P DRUM 3/24/25 7/7/25 TELECOMMUNICATOR I
BOARD OF ELECTIONS
SANFORD L STEELMAN 5/1/18 7/10/25 BOARD PAY
KEVIN Q JORDAN 8/29/20 7/10/25 BOARD PAY
CYNTHIA D SINGLETON 7/18/23 7/10/25 BOARD PAY
7/11/25 SOCIAL WORKER
FLEET MANAGEMENT
CLINTON B MORRIS 11/18/24 7/25/25 EMRG VHCL EQUIP TECHNICIAN
HS - BUSINESS OPERATIONS
9/5/17 7/17/25 SR SOCIAL WORK SUPERVISOR
JUAN M BECERRA PRIETO 9/3/19 7/23/25 HUMAN SERVICES SUPERVISOR
HS - PUBLIC HEALTH
ALEXIS M SABUL 8/15/22
JESSICA M NAZARIO 3/1/21 7/16/25 ELIGIBILITY SPECIALIST PT
DOROTHY K TRAN 9/12/22 7/16/25 PHYSICIAN BPT
HS - SOCIAL SERVICES
TINA M KOZLOWSKI
JEWEL E CLARK 11/7/22 7/23/25 HUMAN SERVICES ASSISTANT
KATIE E HOCKLEY 8/14/23 7/3/25 SCHOOL SOCIAL WORKER
TRIENECHIA D IVEY 8/26/24 7/9/25 ELIGIBILITY SPECIALIST
CHRISTOPHER A ROSSER 2/10/25 7/18/25 SENIOR SOCIAL WORKER
ENVIRONMENTAL HEALTH
DAVID P FINLEY 7/15/24 7/9/25 ENV HEALTH PROG SPEC
RETIREES
Page 1 of 2
215
Name Hire Date Separation Date Position
HS - TRANSPORTATION
DEBORAH M ROBINSON 11/9/20 7/16/25 TRANSPORTATION DRIVER PT
7/28/25 TRANSPORTATION DRIVER PT
PARKS AND RECREATION
BRIAN H ZINS 3/27/23 7/14/25 PARK RANGER
7/31/25 LIBRARY ASSOCIATE PT
PUBLIC LIBRARY
PETER R JUDKINS 3/27/23
NICHOLAS R PRESSLEY 1/19/21 7/10/25 DEPUTY SHERIFF
BETHANY K SANTIAGO 2/14/22 7/3/25 LIBRARY ASSOCIATE
JENNIFER A JONES 2/12/24
UCW - ENGINEERING
CHRISTOPHER J THOMAS 12/4/23 7/8/25 DETENTION OFFICER
ALLISON N BENTLEY 1/13/25 7/12/25 LIBRARY ASSOCIATE PT
SHERIFF/JAIL/FAC 80.5 HRS
UCW - UTILITY BUSINESS SVCS
MATTHEW S CLARK 9/9/24 7/9/25 BILLING SERVICES SPECIALIST
SOLID WASTE
ALEXANDER F GEORGE 10/2/17 7/15/25 UTILITY SITE ATTENDANT PT
UCW - WATER & WASTEWATER OPS
MARTIN C BITTNER 6/17/24 7/24/25 WAREHOUSE TECHNICIAN PT
ALINA Y BILLIOT 10/11/21 7/25/25 SENIOR ENGINEER
Page 2 of 2
216
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-520 Agenda Date:9/2/2025
TITLE:..title
Conditional Rezoning Petition CZ-2025-004 Shenandoah
INFORMATION CONTACT:
Bjorn E. Hansen, Planning, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Approve or deny rezoning petition.
TO APPROVE THE PROPOSED AMENDMENT
Motion
Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina,
and adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT
Motion
Deny rezoning petition 2025-CZ-004 and adopt the consistency and reasonableness statement for
denial.
PRIOR BOARD ACTIONS:
August 11, 2025, Agenda item 25-471, Conduct public hearing
BACKGROUND:
This rezoning petition was submitted by TMTLA Associates, requesting a revision of the Union
County Zoning Map by rezoning one parcel totaling 48.592 acres appearing on the tax map as tax
parcel 09-417-001M located on Old Waxhaw Monroe Road from RA-40 to R-10 with Conditions. The
request is to develop a 91 unit single-family neighborhood.
The Land Use Board unanimously recommended denial at its July 15, 2025, meeting, citing concerns
over cut through traffic, density, and opposition by Mineral Springs.
FINANCIAL IMPACT:
None
Union County, NC Printed on 8/19/2025Page 1 of 1
powered by Legistar™217
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TMTLA Associates
5011 Southpark Drive Suite 200 - Durham, NC 27713
p: (919) 484-8880 - e: info@tmtla.com
Old Waxhaw Monrow Road – Union County
Letter of Intent and Zoning Conditions
TMTLA Associates, on behalf of Capital Properties of Raleigh LLC, is submitting a rezoning
for the 48.59 AC property located on Old Waxhaw Monroe Road (PIN 09417001M) in Union
County, North Carolina. The current zoning designation is RA-40 and we are requesting a
zoning designation of R-10.
The rezoning would facilitate the development of a single family detached neighborhood.
The Future Land Use Map (herein FLUM) calls this development out as Rural Residential,
which allows up to 1 dwelling unit per acre. Our development is showing a connection to
Highway 75, and as such we are requesting an extension of the Suburban Residential FLUM
designation, which is on the north side of Highway 75, to extend to the south of Highway 75
and allow for a higher density development.
Our development includes 30% open space and will only consist of single family detached
units and allowed accessory uses. This development will meet all requirements of the
Union County Unified Development Ordinance.
This project offers the following conditions for the rezoning request:
1) Development shall be limited to single family detached homes and associated
permitted uses.
2) Density will not exceed 1.9 du/ac.
3) Development shall meet all requirements of the Union County Unified Development
Ordinance.
219
SCALE:DRAWN BY:DATE:OFSHEETREVISIONS:PROJECT #LANDSCAPE ARCHITECTURE & LAND PLANNING
5011 SOUTHPARK DRIVE, STE.200-DURHAM, NC 27713
p: (919) 484-8880 e: info@tmtla.com3-17-2025MA, PMPUNION COUNTY, NC
OLD WAXHAW MONROE RD
OLD WAXHAW MONROE REZONING
02REZONING PLAN
AS NOTED25023PRELIMINARYNOT FORCONSTRUCTION2022-XX-XX05-29-25L-0RKnow what'sbelow.before you dig.CallDial 811 or 1-800-632-4949SWNEMONROE, NC 28112REZONINGPIN# 09417001MVICINITY MAP1" = 2,000'O
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YDOSTER ROADWAXHAW HWYSITEL-0COVER SHEETL-1EXISTING CONDITIONSRZ-1SITE LAYOUT PLANRZ-2REFORESTATION PLANSHEET INDEXFIRST SUBMITTAL03/17/2025SUBMITTAL DATESlandscape architect:TMTLA Associates5011 Southpark Drive, Ste. 200Durham, North Carolina 27713(919) 484-8880Contact: Andy Porter, PLAowner:B&C Land Farming LLC2627 Brekonridge Centre DrMonroe NC 28110developer:Capital Properties of Raleigh VII, LLCc/o Jeff Palmer4112 Blue Ridge Road, Suite 210Raleigh, NC 27612919-699-2192jeff@shenandoahhomes.usSTONE MARKER DRS ROCKY RIVER RDSITE DATAOWNER: B&C LAND FARMING, LLCADDRESS: 2627 BREKONRIDGE CENTRE DRMONROE, NC 28110PROPERTY ADDRESS: OLD WAXHAW MONROE RDMONROE, NC 28112PIN:09417001MREID:DB 7939 /DP 0534TOTAL AREA:48.59 ACRESAREA NOT INCLUDING ROW: 47.95 ACRES30% OPEN SPACE AREA REQ:14.4 ACRESEX. USE CLASS:30-FARMPROPOSED USE:SINGLE FAMILY RESIDENTIALEX. ZONING:RA-40JURISDICTION:UNION COUNTYTOWNSHIP: 9 - MONROEOVERLAYS:N/ABUILDINGS: NONERIVER BASIN:CATAWBAWATERSHED:EAST FORK TWELVE MILE CREEKOLD WAXHAW MONROE RD REZONING220
N14°57'04"W 514.40'N16°08'08"W 249.25'L1 N19°19'08"W 637.82'N19°03'36"W 517.19'N09°57'05"W 324.51'N61°16'55"E 181.67'S08°09'18"E 428.87'L2L3S83°49'27"E 404.15'S84°44'04"E 471.06'S52°12'05"E 634.66'S52°10'46"E 376.04'S
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'50.00'EX. GRAVEL TOBE REMOVEDEX. FENCES TOBE REMOVEDEX. TREELINEEX. TREELINEEX. OVERHEADUTILITYLANDS N/FUNION COUNTYPIN:09414012DB 1153 / PG 168JURISDICTION: UNION CO.ZONING:RA-40EXISTING USE: PUBLIC WORKSEX. WETLANDSDEDICATED ROW 50'FROM CENTERLINECSX TRANSPORTATION RAILROAD100' RAILROAD ROWPCF FILE 638OLD
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-WAYLANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: INDUSTRIALLANDS N/FEDUARDO C DURAN & ANGELINACORTEZPIN: 09414013ADB 6160 / PG 903JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALLANDS N/FJAMES HOWARD WOLFE JR & ELIZABETHWOLFE GREENEPIN: 09414013DB 5905 / PG 680ZONING: RA-40JURISDICTION: UNION CO.EXISTING USE: RESIDENTIAL/AGRICULTURALLANDS N/FKINDA A HARVEY & VANTELLA HARVEYPIN: 09414026DB 8730 / PG 583JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FLOUIS O BERKEL TRUSTEE ET AL & KIER ABERKEL TRUSTEEPIN: 09414026GDB 754 / PG 797JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FTIM WOLFEPIN: 09414028DB 3496 / PG 284JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: RESIDENTIALLANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALWAXHAW HIGHWAYNC HWY 7560' MAINTAINED RIGHT-OF-WAYLINETABLELINEL1L2L3BEARINGN39°49'41"ES83°26'38"ES83°27'59"EDISTANCE106.57'113.31'110.00'L-1EXISTING CONDITIONS PLANSCALE: 1"=150'1L-1SWNEEXISTING CONDITIONS NOTES1.BOUNDARY SURVEY DATED OCTOBER 9, 2024 PROVIDEDBY BOHLER ENGINEERING NC, PLLC. 1927 TRYON STREET,STE 310, CHARLOTTE NC 28203 [980-272-3400].2.ADDITIONAL BASE INFORMATION PER UNION COUNTYGIS.3.PROJECT SITE IS NOT LOCATED WITHIN ANY SPECIALFLOOD HAZARD AREAS OR FUTURE CONDITIONS FLOODHAZARD AREAS, AS SHOWN ON FIRM PANEL #3710540400J (10/16/2008) AND 3710540200J(10/16/2008).4.THERE ARE TWO PROTECTED WETLANDS ON THE SITE ASSHOWN.5.THERE ARE NO BUFFERED STREAMS WITHIN THE PROJECTSITE.6.EXISTING CONDITIONS AS SHOWN ON THESE PLANS AREGENERAL AND ILLUSTRATIVE IN NATURE AND DO NOTINCLUDE MECHANICAL, ELECTRICAL ANDMISCELLANEOUS STRUCTURES. IT IS THE RESPONSIBILITY OFTHE CONTRACTOR TO REVIEW THE PROJECT SITE ANDFAMILIARIZE WITH ACTUAL FIELD CONDITIONS PRIOR TOBIDDING AND COMMENCING WORK. IF FIELDCONDITIONS ARE FOUND TO BE SIGNIFICANTLY DIFFERENTTHE CONTRACTOR SHALL NOTIFY THE PROJECTLANDSCAPE ARCHITECT OR ENGINEER IMMEDIATELY.7.IF ANY WELLS AND/OR ON-SITE WASTEWATER DISPOSALSYSTEMS ARE DISCOVERED DURING THE SITEDEVELOPMENT PROCESS THEY WILL NEED TO BEABANDONED IN ACCORDANCE WITH APPLICABLE NCLAWS AND RULESDEMOLITION NOTES1.THE CONTRACTOR IS RESPONSIBLE FOR OBTAINING ALL LOCAL AND STATEPERMITS TO PERFORM DEMOLITION WORK ON-SITE AND IN THE RIGHT-OF-WAY.2.IF ANY HAZARDOUS MATERIALS ARE FOUND ON SITE, THEY SHALL BE REMOVEDBY A LICENSED HAZARDOUS MATERIALS HANDLER. CONTRACTOR SHALLNOTIFY OWNER IMMEDIATELY IF HAZARDOUS MATERIALS ARE ENCOUNTERED.3.CONTRACTOR SHALL PROTECT ADJACENT STRUCTURES AND INFRASTRUCTUREFROM DAMAGE DUE TO DEMOLITION ACTIVITIES. ANY DAMAGE OUTSIDE OFTHE PROJECT LIMITS SHALL BE REPAIRED BY THE CONTRACTOR AT NOADDITIONAL COST.4.DEMOLITION SHALL BE PERFORMED WITH DUE CARE AND DILIGENCE, ALLSTRUCTURES AND UTILITIES NOT DESIGNATED FOR REMOVAL OR MODIFICATIONSHALL REMAIN AND BE PROTECTED FROM DAMAGE DURING CONSTRUCTION.ANY DAMAGED INFRASTRUCTURE ON-SITE OR IN THE RIGHT-OF-WAY SHALL BEREPAIRED TO NCDOT OR CITY OF RALEIGH STANDARDS AND SPECIFICATIONSBY THE CONTRACTOR AT NO ADDITIONAL COST.5.ALL EXISTING IMPROVEMENTS WITHIN THE LIMITS OF DISTURBANCE ABOVE ANDBELOW GROUND SHALL BE DEMOLISHED AS NECESSARY TO CONSTRUCT THEPROPOSED IMPROVEMENTS SHOWN ON THESE PLANS. THIS INCLUDES, BUT ISNOT LIMITED TO, EXISTING TREES, VEGETATION, FENCES, PAVEMENTS, CURBAND GUTTER, STRUCTURES, FOUNDATIONS, POLES, SIGNAGE, WALLS, ANDOTHER MISCELLANEOUS SITE ELEMENTS.6.CONTRACTOR SHALL VERIFY THE LOCATION OF ALL EXISTING UTILITIES ABOVEAND BELOW GROUND AND SHALL BE RESPONSIBLE FOR ANY DAMAGERESULTING FROM THEIR ACTIVITIES. CONTRACTOR SHALL NOTIFY NORTHCAROLINA ONE CALL (1-800-632-4949) LEAST 48 HOURS PRIOR TO BEGINNINGCONSTRUCTION OR EXCAVATION TO HAVE EXISTING UTILITIES LOCATED.CONTRACTOR TO CONTACT ANY LOCAL UTILITIES THAT PROVIDE THEIR OWNLOCATOR SERVICES INDEPENDENT OF NORTH CAROLINA ONE CALL. THECONTRACTOR MAY ALSO NEED TO ENGAGE A PRIVATE UTILITY LOCATINGFIRM AT THEIR OWN COST TO EFFICIENTLY HAVE ALL UTILITIES LOCATED.CONTRACTOR SHALL REPORT ALL DISCOVERED UTILITIES DURINGCONSTRUCTION TO THE PROJECT LANDSCAPE ARCHITECT OR ENGINEER.7.CONTRACTOR SHALL COORDINATE UTILITY ABANDONMENT, REMOVAL, ANDRELOCATION WITH THE APPROPRIATE UTILITY SERVICE PROVIDER. ALL UTILITYABANDONMENT, REMOVAL AND RELOCATION WORK SHALL BE PERFORMEDPER THE SERVICE PROVIDERS STANDARDS AND SPECIFICATIONS.8.REFERENCE SITE LAYOUT PLAN SHEET L-2 FOR LAYOUT DIMENSIONS AND EXTENTOF DEMOLITION AREAS. ALL PAVEMENT, CURB AND GUTTER AND SIDEWALK TOBE REMOVED SHALL BE SAW CUT TO PROVIDE A STRAIGHT AND UNIFORM LINEFOR REMOVAL. EXISTING PAVEMENT, CURB AND GUTTER, AND SIDEWALK NOTINDICATED FOR REMOVAL, WHICH IS DAMAGED DURING CONSTRUCTIONSHALL BE REPLACED TO MATCH ORIGINAL CONFIGURATION.9.ALL DEMOLITION AND CONSTRUCTION WASTE SHALL BE REMOVED FROM THEPROJECT SITE BY THE CONTRACTOR AND DISPOSED OF PROPERLY PER STATE,LOCAL, AND FEDERAL REGULATIONS.10.UNLESS OTHERWISE DIRECTED, THE CONTRACTOR SHALL PROTECT ALL TREESTHAT ARE TO REMAIN AND FENCE THOSE WHICH MAY RISK DAMAGE FROMCONSTRUCTION EQUIPMENT OR WORK. TREE PROTECTION FENCING SHALL BEINSTALLED AS SHOWN ON THESE PLANS. ALL TREES WHICH ARE TO BE REMOVEDSHALL BE DONE IN A MANNER WHICH WILL NOT INJURE PLANT MATERIAL TOREMAIN. STUMPS SHALL BE COMPLETELY REMOVED AND HAULED OFF.11.CONTRACTOR SHALL STRIP TOPSOIL AND STOCKPILE FOR LATER REUSE.12.EROSION AND SEDIMENTATION CONTROL MEASURES PER APPROVED EROSIONCONTROL PLANS SHALL BE IN PLACE AND IN WORKING ORDER PRIOR TO THESTART OF ANY DEMOLITION ACTIVITIES.PRELIMINARYNOT FORCONSTRUCTION2022-XX-XX300'150'75'150'SCALE: 1" = 150'0SURVEYOR'S TABLESCALE:DRAWN BY:DATE:OFSHEETREVISIONS:PROJECT #LANDSCAPE ARCHITECTURE & LAND PLANNING
5011 SOUTHPARK DRIVE, STE.200-DURHAM, NC 27713
p: (919) 484-8880 e: info@tmtla.com3-17-2025MA, PMPUNION COUNTY, NC
OLD WAXHAW MONROE RD
OLD WAXHAW MONROE REZONING
02REZONING PLAN
AS NOTED25023PRELIMINARYNOT FORCONSTRUCTION2022-XX-XX05-29-25221
N14°57'04"W 514.40'N16°08'08"W 249.25'L1 N19°19'08"W 637.82'N19°03'36"W 517.19'N09°57'05"W 324.51'N61°16'55"E 181.67'S08°09'18"E 428.87'L2L3S83°49'27"E 404.15'S84°44'04"E 471.06'S52°12'05"E 634.66'S52°10'46"E 376.04'S5
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STREET A50' PUBLIC ROWSCM 1SCM 2SCM 3STREET C50' PUBLIC ROW2827261011121314151617181920222376777475737872
71798070698182839190898729313233353637424344454647486867495066656454635556576261586059976543218212540412430883951525384858638EX. WETLANDSDEDICATED ROW 50'FROM CENTERLINE3415' BUFFER15' BUFFER40' STREET YARD BUFFER40' STREET YARD BUFFEREX. OVERHEAD ELECTRICPOINT OF BEGINNING:STONE MARKER DRIVECENTERLINERIGHT IN /RIGHT OUTPROPERTYBOUNDARYLINE, TYP.PROPERTY BOUNDARY LINE, TYP.STREET TREES 1/50 LF,NO MORE THAN 15'OUTSIDE RIGHT OF WAY40' STREET YARD BUFFEROPEN SPACEOPEN SPACEOPEN SPACEOPEN SPACEOPEN SPACEALL WAY STOPSTUB OUTPROPOSED MAIL KIOSK5' SIDEWALKAND STRIPINGOPEN SPACECSX TRANSPORTATION RAILROAD100' RAILROAD ROWPCF FILE 638OLD
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Y LANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: INDUSTRIALLANDS N/FEDUARDO C DURAN & ANGELINACORTEZPIN: 09414013ADB 6160 / PG 903JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALLANDS N/FJAMES HOWARD WOLFE JR & ELIZABETHWOLFE GREENEPIN: 09414013DB 5905 / PG 680ZONING: RA-40JURISDICTION: UNION CO.EXISTING USE: RESIDENTIAL/AGRICULTURALLANDS N/FKINDA A HARVEY & VANTELLA HARVEYPIN: 09414026DB 8730 / PG 583JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FLOUIS O BERKEL TRUSTEE ET AL & KIER ABERKEL TRUSTEEPIN: 09414026GDB 754 / PG 797JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FTIM WOLFEPIN: 09414028DB 3496 / PG 284JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: RESIDENTIALLANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALWAXHAW HIGHWAYNC HWY 7560' MAINTAINED RIGHT-OF-WAYPROPOSED STREETS TOFOLLOW NCDOTSTANDARDS (SEE 2/RZ-1)LOT SIZE A (96' x 140', MIN 10kSF)LOT SIZE B (75' x 140', MIN 10kSF)OPEN SPACEGENERAL SCM LOCATION140.00'96.00'75.00'50.00'50' RIGHT OF WAY30' FRONT SETBACK30' REAR SETBACKLOT SIZE ALOT SIZE B10' SIDE SETBACK
10' SIDE SETBACK
LINETABLELINEL1L2L3BEARINGN39°49'41"ES83°26'38"ES83°27'59"EDISTANCE106.57'113.31'110.00'RZ-1OWNER: B & C LAND FARMING, LLCOWNER ADDRESS: 2627 BREKONRIDGE CENTRE DRMONROE, NC 28110PROPERTY ADDRESS: OLD WAXHAW MONROE RDMONROE, UNC 28112PIN:09417001MDEED:DB 7939 / DP0534AREA: 48.6 ACRESEX. USE:30-FARM (NO EXISTING BUILDINGS)PROP. USE:SINGLE FAMILY RESIDENTIALEX. ZONING:RA-40 RESIDENTIAL AGRICULTUREPROP. ZONING: R-10R-10 ZONING REQUIREMENTS (DETACHED HOUSE):MIN LOT AREA: 10,000 SFMIN LOT WIDTH:70'MIN LOT DEPTH: N/AMAX BLDG HEIGHT:35'FRONT SETBACK:30'SIDE SETBACK:10'REAR SETBACK:30'CORNERSIDE SETBACK:15'RIVERBASIN: CATAWBAWATERSHED:EAST FORK TWELVE MILE CREEKWATERSHED OVERLAY:TWELVE MILE SERVICE AREASTREAMS: NONEPROPOSED DEVELOPMENT:TOTAL AREA MINUS DEDICATED ROW: 47.95 ACRESTOTAL AREA PROPOSED INTERNAL ROW: 7.6 ACRESTOTAL AREA MINUS INTERNAL ROW: 47.95 - 7.6 = 40.35 ACRESPROPOSED LOTSTYPE A LOT 96' x 140' (MIN 10,000 SF): 48TYPE B LOT 75' x 140' (MIN 10,000 SF): 43TOTAL LOTS: 91PROPOSED DENSITY: 91 / 40.35 = 2.3 DUAOPEN SPACE CALCULATIONREQUIRED 30% OPEN SPACE AREA: 40.35 X 0.3 = 12.11 ACRESPROVIDED OPEN SPACE AREA: 14.5 ACRES (36%)STREETS AND ROADWAYS TO FOLLOW NCDOT STANDARDSSTREET A (COLLECTOR): 50' NCDOT R/W WITH 24" ROLL CURB & GUTTER, SIDEWALKS REQUIRED ON BOTH SIDESSTREET B-F (LOCAL): 50' NCDOT R/W WITH 24" ROLL CURB & GUTTER, SIDEWALK REQUIRED ON ONE SIDESTUB OUTS: SIGN TO BE POSTED AT THE TERMINUS INDICATING THE STUB WILL BE OPENED TO THROUGH TRAFFIC WHEN THE ADJACENT PROPERTY IS DEVELOPED: “FUTURE THROUGH STREET. TO BE CONNECTED WHEN ABUTTING PROPERTY DEVELOPS.”LANDSCAPE REQUIREMENTSSTREET TREES:NOT MORE THAN 15' OUTSIDE R/W1/50 LF FRONTAGECORNER LOTS 1 / 100 LF OF LONGEST FRONTAGE, THEN 1/50 LFLIGHTINGSTREET LIGHTS SHALL BE LOCATED AT EACH INTERSECTION AND ELSEWHERE AT INTERVALS NO MORE THAN 300 LINEAR FEET ALTERNATING ON BOTH SIDES OF THE ROADWAY. FIXTURES SHALL BE NO MORE THAN 15' IN HEIGHT WITH WIRING UNDERGROUND.STORMWATER APPROACH: ONSITE SCMsBUFFER REQUIREMENTS: NONEBUFFER REFORESTATION:15' EAST AND WEST BUFFERS TO BE PLANTED WITH NATIVE HARDWOODS 13-15' OC; 40' NORTH AND SOUTH BUFFERS TO BE PLANTED WITH ORNAMENTAL PLANTS EXTENDING 100' FROM ENTRIES (PER UNION CO. URBAN FORESTER). SEE RZ-2.SITE LAYOUT PLANSCALE: 1"=150'1RZ-1SWNESITE DATAPRELIMINARYNOT FORCONSTRUCTION2022-XX-XXUDO SECTION 60.120-A"FURTHER SUBDIVISION OF ANY LOT SHOWN ON THIS PLAT ASSERVED BY A PRIVATE STREET OR PRIVATE DRIVE MAY BEPROHIBITED UNLESS THE PRIVATE DRIVES OR STREETS SHOWN ONTHIS PLAT ARE IMPROVED TO STATE STANDARDS."SCALE:DRAWN BY:DATE:OFSHEETREVISIONS:PROJECT #LANDSCAPE ARCHITECTURE & LAND PLANNING
5011 SOUTHPARK DRIVE, STE.200-DURHAM, NC 27713
p: (919) 484-8880 e: info@tmtla.com3-17-2025MA, PMPUNION COUNTY, NC
OLD WAXHAW MONROE RD
OLD WAXHAW MONROE REZONING
02REZONING PLAN
AS NOTED25023PRELIMINARYNOT FORCONSTRUCTION2022-XX-XX05-29-25300'150'75'150'SCALE: 1" = 150'0KEYSWNEVICINITY MAPNTSO
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YDOSTER ROADWAXHAW HWYSITESTONE MARKER DRS ROCKY RIVER RDTYPICAL LOT LAYOUT BY TYPENOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND SUBJECT TO CHANGE.CONCEPT / SKETCH PLAN NOTES1.VICINITY MAP ASSEMBLED WITH UNION COUNTY GIS PARCEL LINESAND OTHER AVAILABLE RECORD PLANS.2.BOUNDARY SURVEY DATED OCTOBER 10, 2024 PROVIDED BY BOHLERENGINEERING NC, PLLC. 1927 TRYON STREET, STE 310, CHARLOTTE NC28203 [980-272-3400].3.ALL PRELIMINARY AND CONCEPTUAL DESIGN SKETCHES ARE SUBJECTTO FIELD VERIFICATION OF ITEMS INCLUDING BUT NOT LIMITED TOBOUNDARY SURVEY, TOPOGRAPHIC SURVEY, EXISTING UTILITIES,REGULATED STREAM BUFFERS, WETLANDS, FLOODPLAIN DELINEATIONS,SOIL CONDITIONS (SEPTIC SOILS), SPECIMEN TREE LOCATIONS ANDRIGHT-OF-WAY DEDICATION. THESE ITEMS ARE VERIFIED DURINGFUTURE DESIGN DEVELOPMENT PHASE OF THE PROJECT.4.ALL AREA CALCULATIONS ARE PRELIMINARY AND WILL BE ADJUSTEDWITH ACTUAL BOUNDARY SURVEY.NCDOT SUBDIVISION STREETS, TYP.NCDOT CONNECTION TO STATE ROUTE, TYP.NCDOT STREET SECTIONSSCALE: 1"=150'2RZ-107-08-25: INTERNAL ROW222
N14°57'04"W 514.40'N16°08'08"W 249.25'L1 N19°19'08"W 637.82'N19°03'36"W 517.19'N09°57'05"W 324.51'N61°16'55"E 181.67'S08°09'18"E 428.87'L2L3S83°49'27"E 404.15'S84°44'04"E 471.06'S52°12'05"E 634.66'S52°10'46"E 376.04'S5
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STREET A50' PUBLIC ROWSCM 1SCM 2SCM 3STREET C50' PUBLIC ROWEX. WETLANDSDEDICATED ROW 50'FROM CENTERLINE40' STREETYARD BUFFER TO BEPLANTED WITH ORNAMENTALTREES & SHRUBS 100' FROM ENTRY40' STREETYARD BUFFER TO BEPLANTED WITH ORNAMENTALTREES & SHRUBS 100' FROM ENTRY15' BUFFERSTREET TREES 1/50 LF,NOT MORE THAN 15'OUTSIDE RIGHT OF WAYEAST BUFFER TO BE REPLANTEDWITH NATIVE HARDWOODTREES PLANTED 13-15' OC(SEE 2/RZ-2)WEST BUFFER TO BE REPLANTEDWITH NATIVE HARDWOODTREES PLANTED 13-15' OC(SEE 2/RZ-2)40'STREETYARDBUFFEROPEN SPACEOPEN SPACEOPEN SPACE40' STREETYARD BUFFER TO BEPLANTED WITH ORNAMENTALTREES & SHRUBS 100' FROM ENTRYOPEN SPACEOPEN SPACEOPEN SPACECSX TRANSPORTATION RAILROAD100' RAILROAD ROWPCF FILE 638OLD
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Y LANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: INDUSTRIALLANDS N/FEDUARDO C DURAN & ANGELINACORTEZPIN: 09414013ADB 6160 / PG 903JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALLANDS N/FJAMES HOWARD WOLFE JR & ELIZABETHWOLFE GREENEPIN: 09414013DB 5905 / PG 680ZONING: RA-40JURISDICTION: UNION CO.EXISTING USE: RESIDENTIAL/AGRICULTURALLANDS N/FKINDA A HARVEY & VANTELLA HARVEYPIN: 09414026DB 8730 / PG 583JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FLOUIS O BERKEL TRUSTEE ET AL & KIER ABERKEL TRUSTEEPIN: 09414026GDB 754 / PG 797JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: AGRICULTURALLANDS N/FTIM WOLFEPIN: 09414028DB 3496 / PG 284JURISDICTION: MINERAL SPRINGSZONING: CITYEXISTING USE: RESIDENTIALLANDS N/FPARKDALE AMERICA, LLCPIN: 09429003DB 1044 / PG 020JURISDICTION: UNION CO.ZONING: RA-40EXISTING USE: RESIDENTIALWAXHAW HIGHWAYNC HWY 7560' MAINTAINED RIGHT-OF-WAY5' SIDEWALKAND STRIPINGSTREETYARD LANDSCAPE BUFFERREFORESTATION BUFFER15.00'100.00'13.00'NATIVE SOUTHERNMAGNOLIANATIVE PINENATIVE OAKSNATIVE TULIPPOPLARTREES PLANTED 13-15' OCNATIVEHICKORYHARDWOOD MULCH TOBUFFER EXTENTSCALE:DRAWN BY:DATE:OFSHEETREVISIONS:PROJECT #LANDSCAPE ARCHITECTURE & LAND PLANNING
5011 SOUTHPARK DRIVE, STE.200-DURHAM, NC 27713
p: (919) 484-8880 e: info@tmtla.com3-17-2025MA, PMPUNION COUNTY, NC
OLD WAXHAW MONROE RD
OLD WAXHAW MONROE REZONING
02REZONING PLAN
AS NOTED25023PRELIMINARYNOT FORCONSTRUCTION2022-XX-XX05-29-25RZ-2REFORESTATION BUFFER (100' SECTION), TYP.1" = 20'2RZ-2REFORESTATION PLANSCALE: 1"=150'1RZ-2SWNELANDSCAPE PLAN NOTES1.ALL PLANT MATERIAL ON THIS SITE MUST MEET MINIMUM UNION COUNTY UDO REQUIREMENTS FOR SIZE, HEIGHT, AND SPACING.PLANT MATERIAL SHALL BE INSTALLED ACCORDING TO SOUND NURSERY PRACTICES AND IN CONFORMANCE WITH THE GENERALPLANTING NOTES AND DETAILS WITHIN THIS PLAN SET.2.PLANTING STOCK SHALL MEET ALL STANDARDS WITHIN THE LATEST EDITION OF “AMERICAN STANDARDS FOR NURSERY STOCK.”ALL PLANTS SHALL BE VIGOROUS, HEALTHY MATERIAL FREE FROM PESTS AND DISEASE.3.IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO REVIEW THE PROJECT SITE AND FAMILIARIZE WITH ACTUAL FIELD CONDITIONSPRIOR TO BIDDING AND COMMENCING WORK. THE CONTRACTOR SHALL ACCEPT ACTUAL CONDITIONS AT THE SITE ANDPERFORM THE WORK SPECIFIED INCLUDING THE FINE GRADING AND INCORPORATION OF TOPSOIL INTO PLANTING AREAS,WITHOUT ADDITIONAL COMPENSATION FOR POSSIBLE VARIATIONS FROM GRADES AND CONDITIONS SHOWN WEATHER SURFACEOR SUBSURFACE. IF FIELD CONDITIONS ARE FOUND TO BE SIGNIFICANTLY DIFFERENT THE CONTRACTOR SHALL NOTIFY THEPROJECT LANDSCAPE ARCHITECT OR ENGINEER IMMEDIATELY AND PRIOR TO ORDERING MATERIALS.4.CONTRACTOR IS RESPONSIBLE FOR ALL REQUIRED PERMITS TO PERFORM THE WORK.5.CONTRACTOR SHALL VERIFY THE LOCATION OF ALL EXISTING UTILITIES ABOVE AND BELOW GROUND AND SHALL BE RESPONSIBLEFOR ANY DAMAGE RESULTING FROM THEIR ACTIVITIES. CONTRACTOR SHALL NOTIFY NORTH CAROLINA ONE CALL(1-800-632-4949) AT LEAST 48 HOURS PRIOR TO BEGINNING CONSTRUCTION OR EXCAVATION TO HAVE EXISTING UTILITIESLOCATED. CONTRACTOR TO CONTACT ANY LOCAL UTILITIES THAT PROVIDE THEIR OWN LOCATOR SERVICES INDEPENDENT OFNORTH CAROLINA ONE CALL. THE CONTRACTOR MAY ALSO NEED TO ENGAGE A PRIVATE UTILITY LOCATING FIRM AT THEIR OWNCOST TO EFFICIENTLY HAVE ALL UTILITIES LOCATED.6.ANY DAMAGE TO EXISTING IMPROVEMENTS OUTSIDE OF THE PROJECT LIMITS, INCLUDING CURB AND GUTTER, SIDEWALKS, PAVEDOR TURF AREAS SHALL BE REPAIRED TO ORIGINAL CONDITIONS BY THE CONTRACTOR WITHOUT ADDITIONAL COST TO THEDEVELOPER.7.PLANT QUANTITIES TO BE VERIFIED BY LANDSCAPE CONTRACTOR. IN THE EVENT OF A DISCREPANCY BETWEEN THE QUANTITY OFPLANTS SHOWN ON THE PLANS AS COMPARED TO THE PLANT LIST THE CONTRACTOR SHALL PROVIDE THE QUANTITY SHOWN ONTHE PLANS.8.CONTRACTOR SHALL OBTAIN WRITTEN AUTHORIZATION FROM THE LANDSCAPE ARCHITECT FOR ANY PLANT SUBSTITUTIONS ORMODIFICATIONS TO THE LANDSCAPE PLANS. THIS MAY REQUIRE A MODIFICATION TO THE APPROVED PLANS. NOTIFY THELANDSCAPE ARCHITECT IMMEDIATELY OF ANY DISCREPANCIES ON THE PLANS.9.ALL ABOVE GROUND MECHANICAL EQUIPMENT, ELECTRICAL TRANSFORMERS, DUMPSTERS, BACKFLOW PREVENTERS, AND VALVEBOXES SHALL BE SCREENED FROM VIEW OF ADJACENT PROPERTIES AND RIGHT-OF-WAY WHILE MAINTAINING REQUIRED ACCESSTO LOCAL CODE STANDARDS AND REQUIREMENTS.10.WITHIN THE SIGHT TRIANGLES SHOWN ON THIS PLAN, NO OBSTRUCTIONS BETWEEN TWO FEET AND EIGHT FEET IN HEIGHT ABOVETHE NEAREST VEHICLE SURFACE OR ADJACENT CURB LINE SHALL BE ALLOWED.11.ALL UNPAVED AREAS SHALL BE TOPSOILED AND SEEDED / SODDED OR MULCHED TO THE LIMITS OF CONSTRUCTION BASED ONACTUAL FIELD CONDITIONS BEYOND THE APPROVED PLANS.12.ALL SOD TO BE REBEL FESCUE IV, TURF GEM, LESCO OR EQUAL. ALL SEED TO BE REBEL FESCUE IV, TURF GEM, LESCO OR EQUAL @6 LBS. PER 1000 S.F. IN LAWN AREAS 3” TOPSOIL SHALL BE TILLED INTO THE TOP 6” OF GROUND PRIOR TO SEEDING.13.SLOPES GREATER THAN 3:1 SHALL REQUIRE HYDRO-SEEDING. SLOPES GREATER THAN 2:1 SHALL BE SODDED WITH CENTIPEDEGRASS. ADDITIONAL STABILIZATION MEASURES MAY BE REQUIRED FOR SLOPES GREATER THAN 3:1 TO ENSURE SOIL STABILIZATIONAND ESTABLISHMENT OF PERMANENT GROUND COVER.14.INTERIOR MULCH SHALL BE DOUBLE GROUND PINE BARK TO A DEPTH OF 4". PERIMETER LANDSCAPE BUFFERS SHALL BE MULCHEDWITH 4” PINE STRAW TO BED LINES SHOWN OR BUFFER LIMITS. BED LINES SHALL CONFORM TO CONFIGURATION SHOWN ON THEPLANS.15.PINE STRAW SHALL NOT BE USED AS MULCH OR GROUNDCOVER WITHIN TEN FEET OF ANY STRUCTURES CONSISTING OF EXTERIORCOMBUSTIBLE CONSTRUCTION.16.CONTRACTOR SHALL LEVEL AND SMOOTH ALL DISTURBED AREAS AND REMOVE ALL ROCKS AND CONSTRUCTION DEBRIS PRIORTO SEEDING, SOD OR PLANT INSTALLATION.17.NOTE THAT WITHIN LANDSCAPED AREAS SURROUNDING BUILDING, THE GRADES SHOWN ON THE GRADING SHEET ARE "TOP OFMULCH" OR "TOP OF TOPSOIL." CONTRACTOR SHALL ENSURE POSITIVE FINISHED DRAINAGE (MIN. 2%) AWAY FROM ALL BUILDINGSAND COORDINATE WITH THE LANDSCAPE PLAN TO LEAVE SUBGRADE LOW ENOUGH TO MAINTAIN THESE SPOTS AS FINISHEDGRADE.18.OWNER SHALL MAINTAIN ALL PLANT BEDS AND PLANT MATERIAL IN GOOD HEALTH, AND ANY DEAD, UNHEALTHY OR MISSINGPLANTS SHALL BE REPLACED WITH THE SAME PLANT MATERIAL ORIGINALLY SPECIFIED ON THIS PLAN.19.TREE PLANTING AND SITE LIGHTING SHALL BE SEPARATED BY AT LEAST 10 FEET.LANDSCAPE SCOPE OF WORK1.FURNISH ALL LABOR, MATERIALS, AND EQUIPMENT REQUIRED OR INDICATED BY THE DRAWINGS AND SPECIFICATIONS TOCOMPLETE THE WORK INCLUDING INSTALLATION OF ALL TREES, SHRUBS, GROUNDCOVER, ANNUALS, SEED, SOD AND MULCH.2.MATERIALS AND WORK:THE SELECTION OF ALL MATERIALS AND THE EXECUTION OF ALL WORK REQUIRED UNDER THE CONTRACT SHALL BE SUBJECT TOAPPROVAL BY THE OWNER. THE OWNER SHALL HAVE THE RIGHT TO REJECT ANY AND ALL MATERIALS AND ANY AND ALL WORK,WHICH IN HIS OPINION, DOES NOT MEET THE REQUIREMENTS OF THE CONTRACT.3.PLANT MATERIALS:ALL PLANT MATERIALS SHALL BE NURSERY GROWN, FRESHLY DUG IN THE FIELD, NATURALLY SHAPED, WELL BRANCHED, FULLYFOLIATED WHEN IN LEAF WITH FULLY DEVELOPED ROOT SYSTEMS. TREES MUST BE SELF-SUPPORTING, WITH STRAIGHT TRUNKS ANDLEADERS INTACT. ALL PLANTS MUST BE FREE OF DISEASE, INSECT INFESTATION OR THEIR EGGS AND SHALL HAVE BEEN GROWN INCLIMATIC CONDITIONS SIMILAR TO THOSE OF THE PROJECT SITE4.PLANT SIZE:SPECIFIED SIZES INDICATES THE MINIMUM ALLOWABLE SIZE AT PLANTING. WHERE CONTAINER AND HEIGHT/SPREADS AREINDICATED FOR A SINGLE SPECIES, BOTH SIZE REQUIREMENTS SHALL BE MET WHEN ONLY PLANT HEIGHT OR SPREAD AREINDICATED, CONTAINER SIZE SHALL BE BASED ON “AMERICAN STANDARDS FOR NURSERY STOCK” STANDARDS.5.ORGANIC MATTER:AGED MANURE, COMPOST OR PINE BARK FINES, AT THE OPTION OF THE CONTRACTOR, MATERIAL SHALL BE AIR DRIED, FINELYSHREDDED AND SUITABLE FOR HORTICULTURAL PURPOSES AND SHALL CONTAIN NO MORE THAN 35% MOISTURE CONTENT BYWEIGHT.6.PINE BARK MULCH:ALL PINE BARK MULCH SHALL BE CLEAN, DOUBLE GROUND, FINE TEXTURED NUGGET MULCH WITH MINIMAL AMOUNTS OFSAPWOOD CONTENT.7.TURF AREAS:PRIOR TO ANY SEEDING OR SOD APPLICATION, VERIFY THAT ALL TRENCHING AND LAND DISTURBING ACTIVITIES HAVE BEENCOMPLETED. ENSURE ALL AREAS ARE FREE OF STONES, LARGE SOIL CLODS AND ANY OTHER CONSTRUCTION DEBRIS.KEY: REFORESTATION PLAN300'150'75'150'SCALE: 1" = 150'040'20'10'20'SCALE: 1" = 20'007-08-25: INTERNAL ROW223
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Planning Department
500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565
unioncountync.gov
Planning Staff Report - Rezoning Case # CZ-2025-004
Staff Contact: Bjorn Hansen, Senior Planner
Summary of Request
This case is requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 48.592
acres appearing on the tax map as tax parcel 09-417-001M located on Old Waxhaw Monroe Road from
RA-40 to R-10 with Conditions in order to develop a 91-home single-family residential development. The
rezoning will include the following conditions:
1. Limited to site plan dated July 8, 2025
2. Uses limited to 91 single-family homes
3. Five-year vesting of development rights
4. Development will meet all requirements of the Union County Unified Development Ordinance
on the date of approval
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Owner/Applicant
Owner: B&C Land Farming, LLC
2627 Brekonridge Centre Drive
Monroe, NC 28110
Applicant: TMTLA Associates
5011 Southpark Drive, Suite 200
Durham, NC 27713
Property Information
Location: Between NC 75 and Old Waxhaw Monroe Road. Location more specifically described as tax
parcel 09-417-001M.
Site West of site on Old Waxhaw Monroe
South of Site on US 601
Looking east on NC 75 Looking south from Old Waxhaw Monroe
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Municipal Proximity: The site is immediately east of the town of Mineral Springs.
Existing Land Use and Development Status: The parcel is currently zoned RA-40. The site is cleared and
used for agriculture.
Environmental Features: There are no streams or floodplains on site. The applicant has identified two
wetlands, which are located inside open space for the development. The site is cleared for agriculture.
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Utilities: Public water and sewer are available to the site.
Zoning and Land Use History: The parcel site has been zoned RA-40 since zoning was initiated. This
parcel is part of the original 2003 Stonebridge development, which received approval as a “Smart
Growth” development. This portion of the site was approved for 67 lots of approximately 17,000 SF
each. The commercial and industrial zoned properties at Rocky River and NC 75 occurred starting in the
1970s. Ther have been no special use permits immediately adjacent to the property, although several
have been approved at properties adjacent to the same intersection.
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Schools: Based on the provided information, the subdivision is currently assigned to the following
schools:
Utilizing information collected and analyzed on the demography report prepared for Union
County Public Schools, the organization is currently tracking 3,334 vacant designed land (VDL)
units within the assigned cluster. This number of VDL units potentially generates 667 students
within the cluster.
Additional residential construction contributes to high enrollments, which in turn exacerbate
problems such as:
- Additional mobile classrooms
- Inadequate capacity for food service and rest room facilities
- Rationing of access to the Media Center
- Insufficient parking and queuing space for parents to safely deliver or pick up their children
- Inadequate planning/meeting space for additional staff.
Transportation: This site will have access from NC 75 and Old Waxhaw Monroe Road. Access on NC 75
would be right in right out, while the access from Old Waxhaw Monroe Road would be full movement. A
deceleration lane may be required for the access from NC 75. The eastern driveway on Old Waxhaw
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Monroe would line up with Stone Marker Drive in the Stonebridge development. NC 75 carries
approximately 7,500 vehicles per day, while Old Waxhaw Monroe carries approximately 550 vehicles per
day. There are no funded road improvement projects in the immediate vicinity of the rezoning. A traffic
Impact Analysis was not required for this rezoning. The proposed use would generate approximately 900
trips per day. The connection from NC 75 to Stone Marker is helpful to distribute traffic away from
Potter Road south of NC 75 in downtown Mineral Springs.
Planning Documents
Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as
an Employment Corridor overlaid upon Rural Residential. NC 75 serves as the boundary between Single
Family Residential (two units per acre) and Rural Residential (one unit per acre). The Single Family
Residential district is intended for areas with utilities and access to major roads. The Rural Residential
district is intended for areas without utilities or near major roads further from developed areas.
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Public and Municipal Comments
Public Comments: A community meeting was held July 8, 2025. Seven residents attended and asked
questions about buffering, road connections, home prices, and schedule. No changes were made to the
site plan as a result of this meeting. One person spoke in opposition at the Land Use Board meeting,
citing small lot sizes and loss of environmental features.
Municipal Comments: Mineral Springs was consulted for feedback. They oppose R-10 zoning on their
border.
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Staff Comments and Recommendation
Land Use Board Recommendation
The Land Use Board unanimously recommended denial at its July 15, 2025, meeting, citing concerns
over cut through traffic, density, and opposition by Mineral Springs.
This part of Union County is identified for employment uses as an overlay over rural residential and
agricultural land uses. The rezoning proposes single-family residential at approximately two units per
acre. The area is immediately south of the Single-Family Residential district in the land use map. The
proposed site has access to NC 75, utilities, and provides additional road connections to the Stone
Bridge development immediately south of the site. The proposed site plan meets the requirements of
the unified development ordinance and provides greater than the required 30 percent open space,
consistent with the requirements in the Rural Residential portions of the land use map. Finally, the
schools serving this development have capacity. Because of these aspects of the development, staff
recommend approval of this rezoning application.
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BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2025-004)
The Union County Land Use Board recommended that the Union County Board of
Commissioners deny the rezoning petition CZ-2025-004, submitted by TMTLA Associates, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 48.592 acres appearing on the tax map as tax parcel 09-417-001M located on Old Waxhaw Monroe Road from RA-40 to R-10 with Conditions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion
(i) Deny rezoning petition CZ-2025-004 from TMTLA Associates; and (ii) adopt the consistency and reasonableness statement for denial.
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Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map
The Union County Land Use Board recommended that the Union County Board of Commissioners deny the rezoning petition (CZ-2025-004) submitted by TMTLA Associates, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 48.592 acres appearing on the tax map as tax parcel 09-417-001M located on Old Waxhaw Monroe
Road from RA-40 to R-10 with Conditions. CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-004) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that adoption of the proposed map amendment is inconsistent with the currently adopted Union County Comprehensive Plan (the “Plan”). The Board declares
that adoption of the proposed map amendment is deemed an amendment to the Plan, including
any future land-use map in the Plan. The adoption of the proposed map amendment (i) takes into account the need to amend the zoning map to meet the needs of the community, and (ii) is reasonable and in the public interest because:
1. The Plan’s Land Use Map identifies this area as Rural Residential with an Employment
Corridor overlay. The Plan provides that a variety of employment uses may be appropriate along an Employment Corridor. Because the Employment Corridor overlays a Rural Residential area, single family residential uses at a density of no more than one unit per acre may also be appropriate in these areas in certain circumstances. Although
the density set forth in the proposed rezoning is more than one unit per acre, the density is
similar to what is recommended for the areas just to the north of this property on the other side of NC 75. Specifically, the Plan’s Land Use Map identifies that area as appropriate for single-family residential, which allows smaller lot sizes and a higher density than one unit per acre where water and sewer utilities are present. Here it is
reasonable to allow a development with such density, as water and sewer utilities are
present in the area and developments on both sides of NC 75 would be able to take advantage of this NC highway. 2. The parcel projects connection to a residential development immediately south of the site, providing additional options for traffic to access NC 75, potentially alleviating some
traffic impacts on other roads (with traffic congestion being a concern in the Plan).
3. The use set forth under the conditions would meet Union County development standards, including providing open space in excess of the subdivision open space requirements. 4. The proposed use is similar to other nearby uses in that it is residential in nature and many of the adjacent and nearby uses are also residential in nature.
5. The benefits to the community at large, the neighbors, and the property owners of the
proposed rezoning outweigh any detriments to the neighbors and others caused by the rezoning. The benefits of this rezoning include increasing housing inventory and housing availability in Union County, potentially allowing for increased housing affordability
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with additional inventory; and adding additional street connections, which could reduce traffic flow congestion in certain areas. The potential detriments of the use established
by this rezoning include increased noise, light, and traffic exposure, as well as increased
public services impacts, resulting from the proposed use and associated increased population potential in the area.
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CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-004) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that this rezoning petition is inconsistent with the Union County
Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable
and in the public interest because: 1. The Plan’s Land Use Map identifies this area as Rural Residential with an Employment Corridor overlay. Such areas should be preserved for industrial and other recommended
uses. The Plan specifically identifies such uses to include distribution, aeronautics,
industrial, and agri-business uses. The residential uses on this property would remove potential industrial and commercial land for future development and instead allow higher density residential immediately adjacent to existing industrial facilities. Further, the development would have a higher density than what is planned for in rural residential
areas under the Plan’s current Land Use Map.
2. Continued and future allowed residential uses along the Employment Corridor could result in increased congestion on the roads and streets adjacent and nearby to the property. Traffic congestion is a noted concern in the Plan.
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ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION
COUNTY, NORTH CAROLINA
WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map
(“Zoning Map”); and
WHEREAS, Union County has received rezoning petition (CZ-2025-004) submitted by TMTLA Associates (the “Applicant”), requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 48.592 acres appearing on the tax map as tax parcel 09-417-001M
located on Old Waxhaw Monroe Road from RA-40 to R-10 with Conditions; and
WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition; and
WHEREAS, the Board has determined that approval of the Rezoning Petition and
rezoning the subject parcels from RA-40 to R-10 with Conditions is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of
Commissioners as follows:
1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 09-417-001M located on Old Waxhaw Monroe Road from RA-40 to R-10 with Conditions.
2. The conditions accepted by the Applicant are hereby approved and incorporated into the R-10 with Conditions rezoning of the parcel. 3. This ordinance is effective upon adoption.
Adopted this _____ day of _____________, 2025. ________________________________________
Chair, Union County Board of Commissioners
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-422 Agenda Date:9/2/2025
TITLE:..title
Placeholder - In-Home Care
INFORMATION CONTACT:
Click or tap here to enter text.
ACTION REQUESTED:
Click or tap here to enter text.
PRIOR BOARD ACTIONS:
Click or tap here to enter text.
BACKGROUND:
Click or tap here to enter text.
FINANCIAL IMPACT:
Click or tap here to enter text.
Union County, NC Printed on 8/19/2025Page 1 of 1
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-501 Agenda Date:9/2/2025
TITLE:..title
Appointments to Boards and Committees
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint members to the Boards and Committees from the applications received.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Click or tap here to enter text.
Vacancies exist on the following Boards and/or Committees
1.Home and Community Care Block Grant Advisory Committee (HCCBG)
Appointments Needed: Two Community Representatives
·Bea Colson (applying for reappointment)
·Patricia Kindley (applying for reappointment)
·Jermatic Chambers
·Kimberly Coffey
2.Juvenile Crime Prevention Council (JCPC)
Appointments Needed:
·One member of the Business Community
·One Substance Abuse Professional
·One Persons Under Age of 21
·Four Commissioner appointees
Current Members Seeking Reappointment:
·Kiala Davis (currently serving in this position of Member of Business Community and is
applying for reappointment)
Union County, NC Printed on 8/19/2025Page 1 of 2
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File #:25-501 Agenda Date:9/2/2025
·Rachel Patton (currently serving in this position of Substance Abuse Professional and is
applying for reappointment)
·Lilly Patton (currently serving in this position Persons of Under the Age of 21 and is
applying for reappointment)
Applicants for Commissioner Appointee Vacancies (4 positions available; 6 applications
received)
·Teresa M. Homes (currently serving - applying for reappointment)
·Angie Horne (currently serving - applying for reappointment)
·Kiala Davis (currently serving - applying for reappointment)
·Kristopher M. Westover (currently serving - applying for reappointment)
·Ra’lysa Rice
·Bob Reichman
·Monica Smith will be resigning from her position as Division Manager - Social Work
with the Union County Department of Social Services, effective July 31, 2025. Ashley Lantz
is recommending Alisa Etters to fill this position (see attached letter)
·Ryan Caldwell resigned from his position as Chief of Police - Monroe Designee,
effective May 13, 2025. He is recommending Sgt. Andrew Greene to fill in the position (see
attached email)
FINANCIAL IMPACT:
None
Union County, NC Printed on 8/19/2025Page 2 of 2
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