Staff Review Draft Agenda Package 15-Sep-25Monday, September 15, 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.
1
Board of Commissioners Meeting Agenda September 15, 2025
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Commissioner Christina Helms
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Staff Recognition
NCACC Heroic Hands Honoree25-562
INFORMATION CONTACT:
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Recognize Parks & Recreation Employee Jared Steele for being honored
by the NCACC as part of its Heroic Hands initiative .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Parks Superintendent Jared Steele has been recognized
as a local hero through the North Carolina Association of County
Commissioners' (NCACC) Heroic Hands initiative . The program, launched
earlier this year, celebrates the often-unseen yet deeply impactful work of
county employees across the state . The initiative honors one individual in
each county across North Carolina, recognizing local public servants who
have made meaningful impacts in their community .
During the NCACC's 118th Annual Conference on August 21 in Pitt
County, Steele was honored, alongside community leaders from across
the state. County leaders nominated him for his exceptional service,
leadership and teamwork .
Steele has been employed by Union County Government for 25 years. As
Park Superintendent, Steele leads goals and strategies for County parks
and oversees programs and services . However, it's his contributions
outside of his role that have earned him much-deserved recognition .
These contributions include work with the Rural Land Use Plan
Committee, Firefighters’ Burned Children’s Fund, Union County
Emergency Services, and the N.C. Forest Service.
The Heroic Hands initiative recognizes the essential work of county staff
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Board of Commissioners Meeting Agenda September 15, 2025
across North Carolina, from first responders and public health
professionals to employees in parks and recreation, finance, public works,
and beyond.
FINANCIAL IMPACT:
None.
Consent Agenda
Contract – Waxhaw South Sanitary Sewer Replacement &
Rehabilitation Final Design
25-555
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
with WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina
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:
1) March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK
Dickson Task Order 2021-01 to complete an engineering condition
assessment of the Septic Tank Effluent Gravity (STEG) wastewater
collection system in Waxhaw.
2) March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved
WK Dickson Task Order Task Order 2021-09 for engineering design
services for Year 1 of the two year wastewater collection system
replacement program .
BACKGROUND:
The Capital Improvement Plan (CIP) includes an annual allocation in the
Wastewater Rehabilitation & Replacement Program to assess, prioritize,
and rehabilitate/replace sanitary sewer collection system infrastructure .
This project is Year 2 of a two-year rehabilitation project to replace the
aged STEG wastewater collection system in Waxhaw . It will consist of the
replacement of approximately 7,700 linear feet of 4-inch and 6-inch sewer
pipe with 8-inch sewer mains on the south side of Highway 75 in
downtown Waxhaw.
WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina has been
selected to provide engineering services for Task Order 8678-05 -
Waxhaw South Sanitary Sewer Replacement & Rehabilitation Final
Design. WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina was
chosen from a list of vendors previously selected from RFQ 2024-024 -
Engineering Services for Water/Wastewater System Improvements to
provide these services for Union County projects .
FINANCIAL IMPACT:
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Board of Commissioners Meeting Agenda September 15, 2025
The total cost of the contract with WK Dickson & Co ., LLC. d/b/a Ardurra
Group North Carolina is $196,000.00. Sufficient funds are available within
the adopted capital account 60185535 - Waxhaw Sanitary Sewer
Replacement & Rehabilitation Year 2.
Grant Application – Transportation Federal Fiscal Year (FFY) 23, 24
& 25 5307 Urbanized Area Formula Funding Application
25-556
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
1)Approve submission of the FFY23, 24, & 25 5307 Urbanized Area
Grant Application, and 2) upon award, authorize the County Manager ’s
Designees to approve the Federal Fiscal Year FFY 2023, 24, & 25
Community Transportation Grant agreements and associated Federal
Certifications and Assurances
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-535 - Conducted
Public Hearing - FFY23, 24, & 25 5307 Urbanized Area Formula Funding
Grant Application.
BACKGROUND:
The 5307 Urbanized Area Formula Funding program provides federal
resources to urbanized areas for transit capital and operating assistance,
as well as 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 of 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.
This funding will be used for both operating expenses, which require a
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Board of Commissioners Meeting Agenda September 15, 2025
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:
The grant totals and local matches are :
FFY23 Operating $599,445 Local Match $599,445
FFY24 Operating $715,712 Local Match $715,712
FFY25 Operating $783,219 Local Match $783,219
FFY23 Capital $674,280 Local Match $168,570
FFY24 Capital $737,333 Local Match $184,333
FFY25 Capital $668,663 Local Match $167,166
The total of the three grants is $6,797,097. The local match for the three
grants is $2,098,376 for Operating Expenses (50% federal and 50%
local), and $520,069 for capital expenditures (80% federal and 20%
local).
Grant Application – Transportation FY2027 Combined Capital Grant25-567
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
1) Approve submission of the Combined Capital Grant Application, 2)
adopt the FY2027 Public Transportation Program Resolution authorizing
the County Manager to submit the grant applications for federal and state
funding, make all necessary assurances and certifications, and enter into
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Board of Commissioners Meeting Agenda September 15, 2025
agreements with the NCDOT to provide rural, small urban, and urban
public transportation services, 3) upon award, authorize the County
Manager to negotiate and execute an agreement substantially consistent
with this Agenda Item, and 4) upon receipt of the grant award, recognize,
receive, and appropriate the funding to the Human Service Agency ’s
Transportation budget .
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-537 - Conducted
Public Hearing - FY2027 Combined Capital Transportation Grant
Application.
BACKGROUND:
The annual Combined Capital program grant is designed to provide
financial support for public transportation services that are accessible to
the general public on a regular and ongoing basis . Combined Capital
funding will provide reimbursement for replacement vehicles that have
reached NCDOT's useful life of 100,000 miles, specifically for conversion
and lift vans, minivans, and Light Transit Vehicles . Additionally, it will
reimburse other capital needs, such as vehicle lettering (NCDOT
required), radio equipment, and the conversion to bi-fuel, among others .
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 FY 26 will cover the
replacement of three (3) 22’ LTV vehicle(s) with wheelchair lift(s) 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 application for Combined Capital funds is due October 6,
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
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Board of Commissioners Meeting Agenda September 15, 2025
contract. If vehicles cannot be purchased using a North Carolina state
contract, they will be purchased in accordance with applicable law and
policy.
FINANCIAL IMPACT:
A total of $427,201 in Capital grant funding (if approved as submitted),
which includes a Federal Share of 80% ($342,160) and a Local share of a
maximum of 20% ($85,541) if the State portion is not covered .
Grant Application – Transportation FY 2027 5311 Administrative
(Non-Urbanized Area Formula Program)
25-568
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
1) Approve request to apply for the FY 2027 5311 Administrative Grant, 2)
adopt the FY2027 Public Transportation Program Resolution authorizing
the County Manager to submit grant applications for Federal and State
funding, make all necessary assurances and certifications, and enter into
agreements with the NCDOT to provide rural, small urban, and urban
public transportation services, 3) upon award, authorize the County
Manager to negotiate and execute agreements substantially consistent
with this Agenda Item, and 4) upon receipt of the grant award, recognize,
receive, and appropriate the funding to the Human Service Agency ’s
Transportation budget .
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-538 - Conducted
Public Hearing - FY2027 5311 Administrative Transportation Grant
Application.
BACKGROUND:
The annual 5311 Administrative (Non-Urbanized Area Formula Program)
is intended to provide financial assistance in 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 activities. Union County Transportation's 5311 application
is submitted only for administrative expenses and includes no operational
components.
After submission, our NCDOT Mobility Specialist will review the 5311
Administrative application and provide a recommendation to the NC
Board of Transportation, who is responsible for determining the final
award amounts.
The federal share for eligible 5311 administration costs may not exceed
80% of the net cost of the project . The State share is 5%, and the local
share is 15% of eligible costs. However, State funding is subject to State
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Board of Commissioners Meeting Agenda September 15, 2025
appropriations and availability of funds . Historically, State funds have
been made available, but starting in FY 2021, NCDOT directed local
governments to be prepared to cover the full 20% share with the
assumption that State funds may not be available .
Union County's FY2027 5311 Administrative funding level will be
$276,529 (if approved as submitted), which is 80% Federal ($221,223),
5% State ($13,826), and 15% local ($41,480).
This application for 5311 Administrative funds covers a one-year period of
performance from July 1, 2026, to June 30, 2027.
FINANCIAL IMPACT:
$276,529 total includes an 80 % Federal share ($221,223), an estimated
5% State share ($13,826), and 15% required local match ($41,480). If the
State cannot cover its portion, the local share would increase to 20%
($55,306). The local share will be covered by funding included in the
County’s approved FY2027 budget.
Purchase - UCSO Vehicles Equipment25-558
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff ’s Office, Public Safety Finance
Administrator, 704-283-3578
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:
Union County Sheriff ’s Office is requesting Equipment for the (28)
Chevrolet Tahoe’s. Union County Sheriff ’s Office chose to use Dana
Safety because this vendor has contract pricing with the State of North
Carolina.
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 equipment for new Union County Sheriff ’s vehicles will be
made using North Carolina State Contract #680D as quoted by Dana
Safety
FINANCIAL IMPACT:
The anticipated cost for the Vehicle Upfit Equipment is $259,748.35 and
is budgeted accordingly for FY2026.
Purchase - UCSO Vehicle Warning Devices25-559
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff ’s Office, Public Safety Finance
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Board of Commissioners Meeting Agenda September 15, 2025
Administrator, 704-283-3578
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:
Union County Sheriff ’s Office is requesting Equipment for the (28)
Chevrolet Tahoe’s. Union County Sheriff ’s Office chose to use West
Chatham Warning Devices because this vendor has contract pricing for
Whelen Parts with Sourcewell Cooperative Purchasing .
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 equipment for new Union County Sheriff ’s vehicles will be
made using Group Purchasing Program Sourcewell Contract
#090122-WHL as quoted by West Chatham Warning Devices .
FINANCIAL IMPACT:
The anticipated cost for the Vehicle Warning Device Equipment is
$168,360.92 and is budgeted accordingly for FY 2026.
July 2025 NCVTS Motor Vehicle Tax Report25-553
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748;
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
Approve the July 2025 NCVTS Motor Vehicle Tax Refund Report .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax
bills that resulted in refunds of motor vehicle taxes paid under the Tax
and Tag Together program operated jointly between the Counties and the
State.
FINANCIAL IMPACT:
$2,362.41
Economic Development Administration's (EDA) FY 2025 Disaster
Supplemental Grant Program
25-563
INFORMATION CONTACT:
Jason May, Budget and Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Page 8 of 11
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Board of Commissioners Meeting Agenda September 15, 2025
Approve staff to apply for the EDA FY 2025 Disaster Supplemental Grant
Program - Readiness Path, to develop a five-year strategic economic
development plan focused on resilience and long-term growth . 2) Upon
award, authorize the County Manager to negotiate and execute
agreements consistent with this agenda item, and 3) upon receipt of the
grant award, recognize, receive and appropriate the awarded amount to
the Economic Development Office's budget .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The EDA FY 2025 Disaster Supplemental Grant Program supports
economic recovery activities in areas that received major disaster
declarations in calendar years 2023-2024. The Readiness Path of this
grant program provides funding through capacity building and strategic
planning projects that set the stage for future investment .
Recently, Union County established an independent, county-level
economic development authority . This was a major transition from the
previous joint economic development structure with the City of Monroe .
This strategic shift creates a timely opportunity to define a clear vision
and actionable direction for the county ’s economic future.
The proposed project deliverables include a five-year strategic economic
development plan and a pre-disaster economic recovery plan .
The five-year strategic economic development plan will align with the
Centralina Economic Development District ’s regional CEDS (Prosperity
for All: 2022-2027), while focusing specifically on Union County ’s unique
assets, needs, and post-disaster realities. The plan will be developed
through an inclusive, data-driven process and will serve as a foundation
for future EDA Implementation Path or Industry Transformation Path
funding, which are additional opportunities through this same grant
program.
The pre-disaster economic recovery plan provides a roadmap for how the
County would support businesses, workers, and the overall economy
following a disaster. This plan helps to ensure that the economic health
of the community is resilient and safeguards the tax base and long-term
prosperity of the community.
FINANCIAL IMPACT:
None Currently.
Consolidation of Positions in Procurement and Public
Communications Departments
25-566
INFORMATION CONTACT:
Clayton Voignier, Assistant County Manager, 704-283-3687
ACTION REQUESTED:
Eliminate two part-time positions and authorize an additional 0.XX FTE to
create a full-time position.
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Board of Commissioners Meeting Agenda September 15, 2025
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Procurement and Public Communications
Departments have two part-time vacant positions, one as an
Administrative Professional II (position XXXXXX at 0.XX FTE) and the
other as an Administrative Professional II (position XXXXXX at 0.XX
FTE). Both positions are helpful to each department's operations but are
limited with respect to the County ’s ability to recruit, train, and retain
qualified individuals for these positions by virtue of their part-time status .
Staff is requesting an additional 0.XX FTE to consolidate the two
part-time positions into one full-time Administrative Professional II
position that will provide more advanced administrative support to both
departments.
FINANCIAL IMPACT:
No additional funding required . Funding exists in the current FY2026
Procurement budget .
Information Only
Tax Collector’s Departmental Report for July 202525-554
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator,
704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the tax
collector’s office for the month of July 2025 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Communications Monthly Report – August 202525-561
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication
platforms and our efforts to collaborate with all County departments to
inform and engage residents, promote programs and services, and
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Board of Commissioners Meeting Agenda September 15, 2025
strengthen internal and external communications .
FINANCIAL IMPACT:
None.
Business
Wastewater Pump Station Approval Request – Sanctuary at
Southgate Phase II Development
25-550
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive information on the request for approval of a wastewater pump
station to serve the proposed Sanctuary at Southgate Phase II
development and approve or deny as appropriate .
PRIOR BOARD ACTIONS:
February 18, 2025, Regular Meeting, Agenda Item # 25-053 - Received
and denied the wastewater pump station approval request for the
Sanctuary at Southgate Phase II Development .
BACKGROUND:
Pursuant to documentation requirements and amendments to the Union
County Code of Ordinances adopted by the Board of Commissioners, the
use of wastewater pump stations for sewer extensions requires approval
by the Board of Commissioners. Per the Ordinance, developers are
allowed to resubmit approval requests once six months have passed from
any prior Board action.
BGE Inc. has prepared and submitted documentation regarding the
proposed Sanctuary at Southgate Phase II development . The documents
have been reviewed by UCW staff and were found to comply with the
adopted requirements .
The proposed Sanctuary at Southgate Phase II Development is
unchanged from the original submittal .
FINANCIAL IMPACT:
None.
County Manager's Comments
Commissioners' Comments
Adjournment
Page 11 of 11
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-562 Agenda Date:9/15/2025
TITLE:..title
NCACC Heroic Hands Honoree
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Recognize Parks & Recreation Employee Jared Steele for being honored by the NCACC as part of
its Heroic Hands initiative.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County Parks Superintendent Jared Steele has been recognized as a local hero through the
North Carolina Association of County Commissioners' (NCACC) Heroic Hands initiative. The
program, launched earlier this year, celebrates the often-unseen yet deeply impactful work of county
employees across the state. The initiative honors one individual in each county across North
Carolina, recognizing local public servants who have made meaningful impacts in their community.
During the NCACC's 118th Annual Conference on August 21 in Pitt County, Steele was honored,
alongside community leaders from across the state. County leaders nominated him for his
exceptional service, leadership and teamwork.
Steele has been employed by Union County Government for 25 years. As Park Superintendent,
Steele leads goals and strategies for County parks and oversees programs and services. However,
it's his contributions outside of his role that have earned him much-deserved recognition. These
contributions include work with the Rural Land Use Plan Committee, Firefighters’ Burned Children’s
Fund, Union County Emergency Services, and the N.C. Forest Service.
The Heroic Hands initiative recognizes the essential work of county staff across North Carolina, from
first responders and public health professionals to employees in parks and recreation, finance, public
works, and beyond.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/2/2025Page 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 #:25-555 Agenda Date:9/15/2025
TITLE:..title
Contract - Waxhaw South Sanitary Sewer Replacement & Rehabilitation Final Design
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement with WK Dickson & Co.,
LLC. d/b/a Ardurra Group North Carolina 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:
1) March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK Dickson Task Order 2021-01 to
complete an engineering condition assessment of the Septic Tank Effluent Gravity (STEG)
wastewater collection system in Waxhaw.
2) March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved WK Dickson Task Order Task
Order 2021-09 for engineering design services for Year 1 of the two year wastewater collection
system replacement program.
BACKGROUND:
The Capital Improvement Plan (CIP) includes an annual allocation in the Wastewater Rehabilitation &
Replacement Program to assess, prioritize, and rehabilitate/replace sanitary sewer collection system
infrastructure. This project is Year 2 of a two-year rehabilitation project to replace the aged STEG
wastewater collection system in Waxhaw. It will consist of the replacement of approximately 7,700
linear feet of 4-inch and 6-inch sewer pipe with 8-inch sewer mains on the south side of Highway 75
in downtown Waxhaw.
WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina has been selected to provide
engineering services for Task Order 8678-05 - Waxhaw South Sanitary Sewer Replacement &
Rehabilitation Final Design. WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina was chosen
from a list of vendors previously selected from RFQ 2024-024 - Engineering Services for
Water/Wastewater System Improvements to provide these services for Union County projects.
FINANCIAL IMPACT:
The total cost of the contract with WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina is
$196,000.00. Sufficient funds are available within the adopted capital account 60185535 - Waxhaw
Sanitary Sewer Replacement & Rehabilitation Year 2.
Union County, NC Printed on 9/2/2025Page 1 of 2
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File #:25-555 Agenda Date:9/15/2025
Union County, NC Printed on 9/2/2025Page 2 of 2
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EXHIBIT A
TASK ORDER
This Task Order pertains to an Agreement by and between UNION COUNTY ("OWNER"), and
WK Dickson & Co., LLC. d/b/a Ardurra Group North Carolina (formerly known as W.K.
Dickson & Co., Inc.) ("ENGINEER"), dated January 1, 2024, ("the Agreement"). ENGINEER
shall perform services on the project described below as provided herein and in the
Agreement. This Task Order shall not be binding until it has been properly signed by both
parties. Upon execution, this Task Order shall supplement the Agreement as it pertains to the
project described below.
TASK ORDER NUMBER: 8678-03
RELATED RFQ NUMBER: 2024-024
PROJECT NAME: Waxhaw South Sanitary Sewer Replacement & Rehabilitation
Final Design
PART 1.0 PROJECT DESCRIPTION
The ENGINEER was retained by the OWNER under Task Order 2021-01 to provide preliminary
design services for the replacement of the OWNER’s small diameter “septic tank effluent gravity”
(STEG, or “grey water”) sanitary sewer system in Waxhaw, NC. The OWNER has requested this
Task Order 8678-03 from the ENGINEER to complete the design for the portion of the sanitary
sewer system located South of the CSX railroad in downtown Waxhaw and to provide associated
permitting and bidding services for the project. As determined through the deliverables provided
under Task Order 2021-01, and previous analysis and planning efforts, the final design will
consist of replacing approximately 4,210 linear feet of 4-inch and 3,480 linear feet of 6-inch sewer
mains with 8-inch sewer mains. The method of construction for the replacement will be
investigated and recommended through preliminary engineering efforts and associated
deliverables outlined herein.
The ENGINEER shall provide the scope of services outlined by the following phases for the fees
listed herein.
05 (all references to Task Order 8678-03 herein shall be deemed to
refer to Task Order 8678-05)Int _______
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PART 2.0 SCOPE OF SERVICES
The detailed scope of services for Basic Services is as follows:
Closed Circuit Television (CCTV) Inspection
The ENGINEER will provide CCTV inspection of the existing sanitary sewers on an as needed
basis. This service will be utilized as a means of investigation of select portions of the existing
gravity sewer system in any scenario where pipeline configuration, alignments, and/or conditions
need to be clarified to complete the final design of the project. Scenarios requiring CCTV
investigations may include, but are not limited to, gravity sewers in alignments that are not
determinable via other available information, location of manholes that are paved over, buried,
or under structures, service laterals (connecting to manholes) that contain multiple taps or serve
multiple properties, or pipelines located in areas with unique surface restoration considerations.
It is anticipated that only a small subset of the existing pipelines will warrant further investigation
via CCTV.
ENGINEER’s CCTV subconsultant will provide a crew equipped to conduct cleaning and CCTV
operations at the direction of the ENGINEER on an hourly, not to exceed basis for up to three (3)
ten (10) hour days, including mobilization. CCTV inspections will include the following:
2.1 Traffic control related to CCTV collection services only;
2.2 Pipeline cleaning (if needed) and CCTV of existing gravity sewer pipelines;
2.2.1 CCTV of pipelines with diameters of 6-inches or greater will be conducted
utilizing crawler type CCTV camera technology and associated methods.
2.2.2 CCTV of pipelines with diameters less than 6-inches will be conducted
using push camera technology and associated methods, and;
2.3 NASSCO certified reports (in PDF format) and digital video of CCTV.
Preliminary Engineering
As outlined above, the project will replace the existing “septic tank effluent gravity” (STEG)
sewer system, which consists of small diameter (4 and 6-inch) gravity sewer pipelines, with 8-
inch diameter pipelines. This means the system will be upgraded to meet the current minimum
State mandated allowable pipeline diameter for a public wastewater collection system.
Replacement of an existing gravity sewer system within its existing alignment can be achieved
by conventional open-cut construction methods, or by pipe bursting. Pipe bursting is a semi-
trenchless pipe replacement technology that allows for the replacement and/or upsizing of
existing pipelines with reduced trenching, surface impacts, and associated restoration
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compared to open cut methods. ENGINEER will evaluate the implications of both construction
methods and provide a comparative cost analysis, along with a recommended construction
method.
Preliminary engineering services and deliverables include the following:
2.4 Review and inventory Task Order 2021-01 deliverables, which include the
preliminary (30% complete) drawings, quantity takeoff, and associated opinions
of probable construction cost (OPCs).
2.5 Updated OPCs for each construction method, yielding an OPC for open-cut
construction and pipe bursting methods, reflective of current market conditions.
2.6 Regulatory outreach to gauge the acceptability of open-cut construction methods
within the project area.
2.7 Technical memorandum presenting the analysis and results of the preliminary
engineering effort, and the recommended construction method.
Field Survey Services and Base Mapping
The project area was surveyed during the preliminary engineering and design efforts provided
under Task Order 2021-01. However, given the age of that data, ENGINEER anticipates some
changes in field conditions and/or design approach that may require additional survey.
Therefore, included herein are limited field survey and mapping services to be provided on an
as-needed basis. The survey services proposed herein are budgeted on a time and materials
basis with hourly not to exceed billing terms, for an hourly crew rate. Services of this Phase will
be billed accordingly on an hourly, not-to-exceed (NTE) basis. The survey crew rate is $280 per
hour, and ENGINEER has budgeted for up to forty (40) hours of survey crew time and
associated deliverables on the project. Hourly survey services consist of the following:
2.8 Two-person field survey crew, including mobilization,
2.9 CAD support for Processing and CAD production of associated deliverable(s),
2.10 PLS supervision for review, QA/QC, and certification.
If needed, and provided herein, field survey and base mapping activities shall be suitable for
design of the proposed gravity sewer replacements. The survey shall include sufficient data to
produce a digital topographic corridor base map with contours at a minimum of 1-foot
intervals. The base mapping will include the following data and/or parameters:
2.11 Horizontal datum based on NAD 83 and vertical datum will be based on NAVD
29. Utilizing project control, a baseline with inter-visible points will be established
within the mapping limits of the project. The baseline points will have northing,
easting and elevation data.
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2.12 Information critical for design of the project including:
2.12.1 Elevations along roadway centerlines, edge of pavement, and curb lines
(left and right) adequate to produce profiles suitable for accurate design.
2.12.2 Locations of storm drain pipes and structures including sizes, wing
walls, shapes, material, condition, invert elevations and rim/grate
elevations that cross or are parallel (within 20 feet of each side) to the
proposed sewer line centerline.
2.12.3 Locations of existing sanitary sewer pipes, structures, including sizes,
materials, invert elevations, and rim elevations, horizontal locations and
inverts of clean-outs if they are visible.
2.12.4 Horizontal locations of all underground utilities and overhead utilities
including poles, lines, boxes, fiber optic lines and existing utility
easement boundaries, etc.
2.12.5 Elevations of major underground utilities that may impact or conflict
with the design will be obtained on an as-needed basis and as directed
by OWNER. These nondestructive excavations will be an additional
service.
2.12.6 Horizontal locations of all underground non-gravity utilities within the
proposed sewer line corridor (right-of-way). ENGINEER will attempt
to obtain copies of as-built surveys for existing utilities prior to
beginning surveying. The OWNER will assist in obtaining utility as-
built drawings for water and sewer infrastructure.
2.12.7 Location of existing physical features which may be affected by the
design including driveways, fences, walls, signs, planters, sheds, brick
or stone mailboxes, rock outcroppings, etc.
2.12.8 Locations of flagged or delineated wetlands and jurisdictional streams.
2.12.9 Delineate streams and wetlands within the project boundary.
2.12.10 Locations of all stand-alone trees (i.e., those trees greater than, or equal
to, 4-inch diameter) labeled with size and variety, ornamental trees of
any size and any landscaped areas within the projected work area.
Location of specimen trees and ornamental vegetation confined to
surveyed corridor.
2.12.11 Locations of property irons to the extent necessary for purposes of
locating the road right-of-ways.
2.12.12 When crossing existing roads or driveways, ENGINEER shall show the
road name and number, rights-of-way widths (if known or applicable),
located monuments, types of surfaces, and width of surfaces.
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2.12.13 For properties subject to easement acquisition, ENGINEER will provide
surveys of the easement and a survey of the parcel from which property
is to be acquired. Surveys required for easement acquisition will be
additional services.
2.13 Necessary office computations and mapping to construct baseline drawings of
survey field data suitable for preparation of design plans including existing
property lines, rights-of-way, easements, etc.
Design Services
2.14 Project Formulation: ENGINEER will evaluate and coordinate the activities
associated with efficient execution of the project including project development
and scoping.
2.15 Project Management and Administration:
2.15.1 ENGINEER shall prepare monthly invoices for its services in a format
acceptable to OWNER.
2.15.2 ENGINEER shall maintain a project cost accounting system throughout
the life of the Project.
2.15.3 ENGINEER shall maintain an up-to-date schedule throughout the life
of the Project.
2.16 Kick-Off Meeting: ENGINEER will conduct one (1) Kick-Off Meeting with
OWNER (virtually, via Microsoft Teams) to discuss the Project objectives, review
the preliminary design, and assess viable Project alternatives. ENGINEER will
issue meeting minutes summarizing Kick-off Meeting.
2.17 Review Meetings: ENGINEER will meet with OWNER (virtually, via Microsoft
Teams) at the 60% Submittal and the 90% Submittal.
2.18 Design (60% Submittal): Using the Preliminary Design survey and drawings
developed under Task Order 2021-01, ENGINEER will develop 60% plans and
specifications for the proposed project as follows:
2.18.1 Prepare 60% complete plan and profile sheets for the sewer line
(horizontal scale at 1:40 and vertical scale at 1:4).
2.18.2 Prepare 60% complete construction detail sheets and cover sheet.
2.18.3 Prepare 60% front end and technical specifications.
2.18.4 Prepare preliminary quantity and construction cost opinions.
2.18.5 ENGINEER shall make a digital submittal of the 60% plans. It is
assumed that the OWNER will need no longer than 14 days to complete
review and provide comments. ENGINEER shall meet with the
OWNER to discuss 60% Submittal at the time of plan submittal.
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2.19 Final Design (90%/100% Submittals): Using the 60% Submittal and comments
provided by OWNER, ENGINEER will develop plans and specifications for the
proposed project as follows:
2.19.1 Finalize horizontal and vertical geometry.
2.19.2 Prepare final design plan sheets including Cover Sheet, Plan and Profile
Sheets of the sewer lines (horizontal scale at 1:40 and vertical scale at
1:4).
2.19.3 Prepare final construction documents showing the proposed collection
system including:
a)Location of above ground visible obstructions which are within the
street and other public or private rights-of-way.
b)Location of known existing water, sewer and storm drain lines within
these rights-of-way which may be determined from existing maps,
visible field features, and field survey completed under Task Order
2021-01 or as identified and confirmed otherwise by the OWNER.
c)ENGINEER has endeavored to locate under Task Order 2021-01, and
shall show on the design drawings, underground utilities as marked or
located by the appropriate utility company.
2.19.4 Prepare final standard sewer line details in accordance with OWNER’S
standards, erosion control details, and street restoration details in
accordance with prescribed criteria from OWNER, Town of Waxhaw,
and NC DEQ standards. Prepare revisions based on markups from
OWNER’S comments at 90% Submittal and 100% Submittal.
2.19.5 Prepare erosion and sedimentation control plan.
2.19.6 Development of project sequencing and phasing.
2.19.7 Prepare final quantity take-off, Bid Schedule, and ENGINEER’S
Opinion of Probable Construction Cost. ENGINEER’S Opinion of
Probable Construction Cost will be submitted with the 90% Submittal
and updated prior to the Bid Opening.
2.19.8 Prepare plans, specifications including technical specifications suitable
for permitting, and Special Conditions and assist the OWNER with
preparation of other related documents for inclusion in the project
specifications. The specifications shall adhere to OWNER standard
contract documents and technical specifications.
2.19.9 Forward plans and specifications to OWNER for review and meet with
OWNER to obtain final comments prior to permitting submittal.
Easement Acquisition (if applicable)
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This project includes the replacement of existing gravity sewer pipelines and manholes,
primarily, in their current alignment. Therefore, the project will predominantly be constructed
within existing easements and rights-of-way. However, new easements will be obtained where
needed. To assist with new easements, as necessary, the ENGINEER’s professional survey sub-
consultant will prepare survey maps of the proposed new easements to be acquired.
To efficiently prepare the maps of the proposed easements, the OWNER and the ENGINEER will
work together as the project evolves and develops. The ENGINEER is not responsible for
obtaining easements, rather the OWNER, OWNER’s representative, or property owner pursuant
to the OWNER’s procedures, is responsible for obtaining easements.
Upon completion of property deed research, the field surveying of the portions of the properties
of the project area and the preliminary engineering of the Project, including the establishment of
any underground utility locations, the ENGINEER will identify the potential locations of the
easements required for the Project. The OWNER and the ENGINEER will meet to review the
preliminary engineering and potential easements. The OWNER and the ENGINEER will
determine if any changes will be needed to the project or the proposed easements. Upon the
OWNER approving the easement needs and the ENGINEER receiving authorization from the
OWNER to prepare the surveys of the potential easements, the ENGINEER’s sub-consultant will
start the preparation of the surveys for the easements exhibits for the Project. The OWNER will
compensate the ENGINEER for preparing the easement maps on the per-easement unit cost basis,
as described below and in Part 6.0 and Attachment A, as referenced and incorporated herein, of
this task order. If the number of required easements increases to more than the number included
in this task order, additional easements will need to be added to the task order by amendment as
an additional service.
Utilizing the finalized design plans prepared by the ENGINEER, the ENGINEER’s professional
survey subconsultant will prepare and submit to the OWNER an easement map for each affected
property for the OWNER to use to begin obtaining the required easements for the Project. The
ENGINEER’s subconsultant will prepare the easement maps in accordance with the OWNER
provided standards. The OWNER intends to acquire easements only where gravity sewer
pipelines are being relocated and/or extended beyond their existing alignments and associated
easements and/or outside the limits of the existing rights-of-way. Based upon review of the
preliminary design deliverables and the current conditions of the project area, no new easement
needs have been identified for this project. However, there are known scenarios where existing
gravity sewer lines and manholes are located within existing building footprints. These scenarios
will likely require sewer relocations and/or extensions, the extents of which will be evaluated and
determined in the final design process. Based thereon, this task order includes easement exhibits
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and associated field property boundary confirmation efforts for up to five (5) parcels. Services
under the easement acquisition phase will be used only if necessary and billed on a not-to-exceed
(NTE) basis, as outlined in Part 6 and Attachment A , as referenced and incorporated herein, of
this task order.
The general requirements for the easement maps shall be as follows:
2.20 Easement maps will comply with the rules set forth by the NC Board of Examiners
for Engineers and Surveyors and the NC mapping law;
2.21 Easement maps will be an exhibit to the easement agreements to be prepared by
the OWNER and will be prepared on 8.5”x11” sized paper. (8.5”x14” may be
utilized if necessary, based on scale/size of the subject parcel);
2.22 All easement maps shall have a general vicinity map, which shall identify the
general location of the parcels where the easement(s) shall be proposed;
2.23 All easement maps shall have distinct line types for the easement lines, which will
define the easement(s) location(s) on each parcel;
2.24 All easement maps will identify the applicable jurisdictional boundaries;
2.25 Each parcel requiring an easement will be identified with a parcel identification
number for reference to the agreement to be prepared by the OWNER’s attorney;
2.26 One digital copy in PDF format of the easement maps will be provided to the
OWNER for use in obtaining the easements;
2.27 All easement plats shall be sealed by a Professional Surveyor, licensed in the
project jurisdiction;
2.28 The OWNER will review the form and format of the proposed easement maps for
compliance with recording requirements at the county register of deeds;
2.29 The OWNER shall be responsible for negotiating the easements with property
owners; and,
2.30 The OWNER shall record the easement documents and return one (1) electronic
(PDF) copy to the ENGINEER for our records
Permitting
Utilizing the 90% design plans, ENGINEER will prepare and submit applications for the permits
necessary to allow for construction of the project. The ENGINEER cannot guarantee any
regulatory approval or a timeframe in which that approval might be granted. The OWNER
should be aware that significant delays can occur during regulatory review, and those delays may
impact project schedule and scope of work. No such delays are currently anticipated, but should
any materialize, the ENGINEER will present to the OWNER feasible alternatives for addressing
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the matter causing the delay.
The ENGINEER shall be available to answer inquiries made by the various regulatory agencies
during their reviews of the project. This shall include but not be limited to notification and/or
application to:
2.31 Town of Waxhaw Right of Way Encroachment Agreement
2.31.1 ENGINEER shall submit a complete encroachment agreement
application to the Town of Waxhaw. All correspondence and work
necessary to process the permit shall be the ENGINEER’s responsibility.
A permit fee is not anticipated. Traffic Control Plans including road
detours are not anticipated.
2.32 NCDOT Encroachment
2.32.1 ENGINEER shall submit a complete encroachment agreement application
to the North Carolina Department of Transportation (NCDOT). All
correspondence and work necessary to process the permit shall be
ENGINEER’s responsibility. A permit fee is not anticipated. Traffic Control
Plans including road detours are not anticipated.
2.33 NC DEQ Fast Track Application
2.33.1 ENGINEER shall complete a permit application for the approval of
construction of the proposed sewer lines. All correspondence with the
NC DEQ office and other necessary work to process the permit will be
the ENGINEER’s responsibility. A permit fee of $600 is anticipated.
2.34 NC DEQ Department of Land Quality Land Disturbance/Erosion & Sedimentary
Control Permit Application
2.34.1 It is anticipated that an erosion control permit will be required for this
Project. The ENGINEER assumes one submittal and one resubmittal. The
ENGEINEER will also attend one (1) in-person meeting at NCDEQ’s
Mooresville Office, if required. The ENGINEER proposes utilizing
NCDEQ’s Permitting Plan Review process and has budgeted accordingly
herein. Permitting fees are anticipated; the fee for Permitting Review is a
total of $100.00 per acre of disturbed area, assuming up to four acres pf
disturbed area, therefore ENGINEER has budgeted up to $400.00 in permit
fees. Wetland impacts are not anticipated.
2.35 Additional Permits: ENGINEER has not budgeted for the following permits given
the strong likelihood that such permits will not be required for the scope of work:
2.35.1 FEMA – No-Rise Study/determination
2.35.2 NC DOT Driveway Application
2.35.3 CAMA – minor or major permit
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2.35.4 Wetlands or Stream Mitigation
2.35.5 NC DEQ Division of Water Quality (Stormwater)
2.35.6 US Army Corps of Engineers Permit
2.35.7 Any other permitting efforts not specifically defined in this section
2.36 The ENGINEER shall be responsible for all anticipated permit fees as described
above, which are included in the attached hourly fee estimate, Attachment A.
Bidding
2.37 Upon receiving the required approvals from the regulatory agencies and the
OWNER, the ENGINEER will proceed with the Bidding portion of the project.
Bidding will be conducted a single time and will be as one construction project
with no prequalification of bidders. Bidding will consist of the following tasks:
2.37.1 Prepare final opinion of probable project construction costs.
2.37.2 Issue a public advertisement for the project to the OWNER (advertising
in a newspaper and the cost of advertising in a newspaper is the
OWNER’s responsibility) and advertise in the ENGINEER’s digital plan
room.
2.37.3 Coordinate plans and specifications distribution for bidding purposes
through the ENGINEER’s digital plan room.
2.37.4 Respond to Contractor questions concerning the plans and
specifications.
2.37.5 Prepare addenda in response to any Contractor request for clarification
of the bid documents.
2.37.6 Assist the OWNER with the bid opening at the OWNER’s offices.
2.37.7 Review the bids and make a recommendation of award to the OWNER.
2.37.8 Issue a Notice of Award to the successful Contractor.
PART 3.0 ADDITIONAL SERVICES
The ENGINEER will perform additional services as requested by OWNER. If the need for such
services is identified, ENGINEER will prepare an amendment to this Task Order or prepare a
new Task Order for the OWNER’s approval. Additional Services will be performed only upon
execution of an amendment to this Task Order or new Task Order.
PART 4.0 OWNER’S RESPONSIBILITIES
The OWNER shall be required to provide the ENGINEER any available utility as-builts in the
project area.
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PART 5.0 PERIODS OF SERVICE
The ENGINEER will endeavor to complete within the time specified below:
Preliminary Engineering Month 1 – 2
CCTV Inspection Month 2 – 3
Survey Month 2 – 4
Design Month 2 – 5
Permitting1 Month 6 – 8
Bidding2 Immediate Upon Completion of Permitting
Notes:
1.The ENGINEER will submit all project elements for permitting as
shown in the above referenced time frame. The ENGINEER does not
guarantee that permits and/or encroachments shall be issued within
said time frame.
2.Bidding services shall be provided to the OWNER by the ENGINEER
in accordance with the schedule as directed by the OWNER.
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PART 6.0 PAYMENTS TO ENGINEER
6.1 Payment for Basic Services
6.1.1 Basic Services. The OWNER shall pay the ENGINEER for services set
forth in Part 2.0, Scope of Services, on a lump sum (LS) or per diem basis
[hourly, not to exceed (HNTE)] basis, a fee not to exceed one hundred
ninety-six thousand dollars ($196,000).
Ph / Task
No. Description Terms Fee
1 CCTV Inspection NTE $18,000
2 Preliminary Engineering LS $10,000
3 Survey ervices (per diem, hourly not to exceed basis) NTE $14,000
4 Final Design LS $101,000
5 Easement Acquisition Support (up to 5) NTE $19,000
6 Permitting NTE $20,000
7 Bidding LS $14,000
TOTAL $196,000
6.1.2 For Lump Sum (LS) Fee work, a percentage of the Lump Sum Fee
will be billed on the last day of each month. The percentage billed
will be the percentage of work estimated to be completed as of the
day of billing.
6.1.3 For per diem (hourly not to exceed) work, the ENGINEER will bill
the OWNER based on the rates shown in Attachment A – Hourly
Fee Estimate, included and referenced herein.
6.1.4 Additional Services. The OWNER shall pay the ENGINEER for
additional services, which are not specifically called for in Part 2.0,
Scope of Services, in accordance with the ENGINEER’s standard
rates.
6.1.5 Premium Rate Adjustment. Should OWNER request an accelerated
schedule requiring ENGINEER to work overtime hours, then a 1.25
premium rate adjustment shall be applied to current hourly rates
or lump sum fees as appropriate. Accelerated schedule and
premium rate adjustment shall be approved as part of
compensation at time of contract execution or by written
amendment.
*
*Additional Services will only be incurred and paid upon written
authorization from OWNER in accordance with Part 3.0 herein.
Int ______
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This Task Order is executed on this day of .
OWNER: ENGINEER:
UNION COUNTY W.K. Dickson & Co., LLC. d/b/a Ardurra Group
NORTH CAROLINA North Carolina
By: By:
Name: Brian W. Matthews Name: Jeremy L. Brashears, PE
Title: County Manager Title: Client Services Director
Address: 500 N. Main Street, Ste 600 Address: 1213 W. Morehead Street, Ste 300
Monroe, NC 28112 Charlotte, NC 28208
Approved as to Legal Form: This instrument has been preaudited in the manner
required by the Local Government Budget and
Fiscal Control Act.
Deputy Finance Officer
BTI
28
Budget TableArdurraWaxhaw South Sewer Replacement & Rehabilitation Final DesignLabor CategoryOther Direct Costs - detailALLTotals196,000$ 152,975$ 43,025$ 782 195.62$ 33 170 294 239 46 415$ 1,110$ 1,525$ 14,800$ Start Finish Total Total Total Total Labor Ave Principal PM PE Sr Des AdminTotal ODCPhase and/orTask ManagerDateDateCostLabor CostODC HoursHourly Rate290.00$ 230.00$ 205.00$ 165.00$ 100.00$ TravelPermit Fees(excl subs)TransStateTask Code Task Description1-Jun-25 31-Mar-26 $$$$ Enter hours (not $) below$$$$- - - - -$ 01CCTV Inspection ($18,000 NTE)- - - - -$ 01Subconsultant Coordination3,200 3,115 85 16 194.69 6 7 3 85$ 85$ 01CCTV Crew - Up to 3 days total- - - - -$ 01CCTV Only - $430/hr up to 20 hrs (NTE)8,600 - 8,600 - -$ 8,600$ 01Clean & CCTV - $620/hr up to 10 hrs (NTE)6,200 - 6,200 - -$ 6,200$ - - - - -$ 02Preliminary Engineering ($10,000 LS)- - - - -$ 02Review/inventory of TO 2021-01 Deliverables3,515 3,515 - 15 234.33 4 4 7 -$ 02Updated OPCs per Const Method w/market outreach3,430 3,430 - 16 214.38 6 10 -$ 02PER/Tech Memo re. Const Methods and recommendation3,055 2,970 85 14 212.14 4 10 85$ 85$ - - - - -$ 03Survey Services ($14,000 NTE)- - - - -$ 03Sub Coord. QA/QC, Deliverable processing, etc.2,800 2,760 40 14 197.14 4 8 2 40$ 40$ 03Survey Subconsultant, per diem, $280/hour up to 40 hrs11,200 - 11,200 - -$ - - -- -$ 03Engineering Design ($101,000)- - - - -$ 03Project Development & Preliminary Document Review6,070 6,070 - 26 233.46 4 16 6 -$ 03PM, Invoicing, Budget/Schedule Updates9,220 9,220 - 42 219.52 10 24 8 -$ 03Kickoff Meeting (virtual)2,440 2,440 - 11 221.82 1 4 6 -$ 03Meetings (2)3,780 3,730 50 18 207.22 8 6 4 50$ 50$ 03Field Visit (1)3,020 2,960 60 16 185.00 8 8 60$ 60$ 03Review CCTV Deliverables2,970 2,970 - 14 212.14 4 10 -$ 0360% Design20,320 20,270 50 114 177.81 4 30 80 50$ 50$ 03Final Design (90/100%)21,480 21,480 - 119 180.50 1 8 30 80 -$ 03Front-end Contracting docs2,370 2,370 - 12 197.50 9 3 -$ 03Technical Specifications10,800 10,800 - 53 203.77 10 40 3 -$ 03QTO/Bid Form based on Final Design3,010 3,010 - 16 188.13 2 6 8 -$ 03Owner Comments5,400 5,400 - 30 180.00 2 8 20 -$ 03Construction Cost Estimate (OPC)1,940 1,940 - 10 194.00 2 4 4 -$ 03QAQC8,180 8,180 - 38 215.26 10 6 10 10 2 -$ - - - - -$ 04Easement Acquisition ($19,000 NTE)- - - - -$ 04Sub Coord, QA/QC, Deliverable processing, etc.3,500 3,500 - 18 194.44 5 10 3 -$ 04Easement Exhibits - $1,400 ea x 5 parcels7,000 - 7,000 - -$ 04Parcel Iron Location - $1,700 per parcel x 5 parcels8,500 - 8,500 - -$ - - -- -$ 05Permitting ($20,000 NTE)- - - - -$ 05Waxhaw Encroachment4,065 4,040 25 20 202.00 6 12 2 25$ 25$ NCDOT Encroachment1,990 1,990 - 11 180.91 2 6 3 -$ 05DEQ Fast Track Sewer (FTA)3,560 2,960 600 16 185.00 2 8 4 2 600$ 600$ NCDEQ E&SC6,010 5,520 490 28 197.14 6 16 4 2 90$ 400$ 490$ 05Permitting Comments4,375 4,375 - 23 190.22 4 8 11 -$ - - - - -$ 06Bidding ($14,000 LS)- - - - -$ 06Advertisement2,560 2,560 - 13 196.92 1 4 4 2 2 -$ 06RFIs/Addenda (1)4,290 4,290 - 22 195.00 6 10 4 2 -$ 06Bid Opening (1)2,390 2,350 40 12 195.83 4 6 2 40$ 40$ 06Bid Evaluation, Tabulation, & Recommendation of Award2,790 2,790 - 14 199.29 1 6 4 3 -$ 06Notice of Award1,970 1,970 - 11 179.09 1 2 4 4 -$ - - - - - Total196,000$ 152,975$ 43,025$ 782 195.62 33 170 294 239 46 415 1,110 1,525 14,800 ALL2025-06-23 Waxhaw S SS R&R Final Design_PlanTrax 4.7 6/23/2025Budget1 of 129
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-556 Agenda Date:9/15/2025
TITLE:..title
Grant Application - Transportation Federal Fiscal Year (FFY) 23, 24 & 25 5307 Urbanized Area
Formula Funding Application
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
1)Approve submission of the FFY23, 24, & 25 5307 Urbanized Area Grant Application, and 2) upon
award, authorize the County Manager’s Designees to approve the Federal Fiscal Year FFY2023, 24,
& 25 Community Transportation Grant agreements and associated Federal Certifications and
Assurances
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-535 - Conducted Public Hearing - FFY23,
24, & 25 5307 Urbanized Area Formula Funding Grant Application.
BACKGROUND:
The 5307 Urbanized Area Formula Funding program provides federal resources to urbanized areas
for transit capital and operating assistance, as well as 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 of 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.
Union County, NC Printed on 9/2/2025Page 1 of 2
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File #:25-556 Agenda Date:9/15/2025
·$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:
The grant totals and local matches are:
FFY23 Operating $599,445 Local Match $599,445
FFY24 Operating $715,712 Local Match $715,712
FFY25 Operating $783,219 Local Match $783,219
FFY23 Capital $674,280 Local Match $168,570
FFY24 Capital $737,333 Local Match $184,333
FFY25 Capital $668,663 Local Match $167,166
The total of the three grants is $6,797,097. The local match for the three grants is $2,098,376 for
Operating Expenses (50% federal and 50% local), and $520,069 for capital expenditures (80%
federal and 20% local).
Union County, NC Printed on 9/2/2025Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-567 Agenda Date:9/15/2025
TITLE:..title
Grant Application - Transportation FY2027 Combined Capital Grant
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
1) Approve submission of the Combined Capital Grant Application, 2) adopt the FY2027 Public
Transportation Program Resolution authorizing the County Manager to submit the grant applications
for federal and state funding, make all necessary assurances and certifications, and enter into
agreements with the NCDOT to provide rural, small urban, and urban public transportation services,
3) upon award, authorize the County Manager to negotiate and execute an agreement substantially
consistent with this Agenda Item, and 4) upon receipt of the grant award, recognize, receive, and
appropriate the funding to the Human Service Agency’s Transportation budget.
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-537 - Conducted Public Hearing - FY2027
Combined Capital Transportation Grant Application.
BACKGROUND:
The annual Combined Capital program grant is designed to provide financial support for public
transportation services that are accessible to the general public on a regular and ongoing basis.
Combined Capital funding will provide reimbursement for replacement vehicles that have reached
NCDOT's useful life of 100,000 miles, specifically for conversion and lift vans, minivans, and Light
Transit Vehicles. Additionally, it will reimburse other capital needs, such as vehicle lettering (NCDOT
required), radio equipment, and the conversion to bi-fuel, among others.
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
Union County, NC Printed on 9/2/2025Page 1 of 2
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File #:25-567 Agenda Date:9/15/2025
percent share, with the assumption that State funds may not be available.
The County's Combined Capital funding request for FY26 will cover the replacement of three (3) 22’
LTV vehicle(s) with wheelchair lift(s) 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 application for Combined Capital funds is due October 6, 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 using a North Carolina state contract, they will be purchased in
accordance with applicable law and policy.
FINANCIAL IMPACT:
A total of $427,201 in Capital grant funding (if approved as submitted), which includes a Federal
Share of 80% ($342,160) and a Local share of a maximum of 20% ($85,541) if the State portion is
not covered.
Union County, NC Printed on 9/2/2025Page 2 of 2
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FY27 PROGRAM RESOLUTION Page 1 of 2
Last Updated: 02/11/2025
PUBLIC TRANSPORTATION PROGRAM RESOLUTION
FY27 RESOLUTION
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or
combination thereof.
Applicant seeking permission to apply for Public Transportation Program funding, enter into
agreement with the North Carolina Department of Transportation, provide the necessary
assurances and the required local match.
A motion was made by (Board Member’s Name) and seconded by (Board Member’s
Name or N/A, if not required) for the adoption of the following resolution, and upon being
put to a vote was duly adopted.
WHEREAS, Article 2B of Chapter 136 of the North Carolina General Statutes and the
Governor of North Carolina have designated the North Carolina Department of
Transportation (NCDOT) as the agency responsible for administering federal and state
public transportation funds; and
WHEREAS, the North Carolina Department of Transportation will apply for a grant from
the US Department of Transportation, Federal Transit Administration and receives funds
from the North Carolina General Assembly to provide assistance for rural public
transportation projects; and
WHEREAS, the purpose of these transportation funds is to provide grant monies to local
agencies for the provision of rural, small urban, and urban public transportation services
consistent with the policy requirements of each funding source for planning, community
and agency involvement, service design, service alternatives, training and conference
participation, reporting and other requirements (drug and alcohol testing policy and
program, disadvantaged business enterprise program, and fully allocated costs
analysis); and
WHEREAS, the funds applied for may be Administrative, Operating, Planning, or Capital
funds and will have different percentages of federal, state, and local f unds.
WHEREAS, non-Community Transportation applicants may apply for funding for
“purchase-of-service” projects under the Capital Purchase of Service budget, Section
5310 program.
WHEREAS, (Legal Name of Applicant) Union County hereby assures and certifies that
it will provide the required local matching funds; that its staff has the technical capacity to
implement and manage the project(s), prepare required reports, obtain required training,
attend meetings and conferences; and agrees to comply with the federal and state
statutes, regulations, executive orders, Section 5333 (b) Warranty, and all administrative
34
FY27 PROGRAM RESOLUTION Page 2 of 2
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requirements related to the applications made to and grants received from the Federal
Transit Administration, as well as the provisions of Section 1001 of Title 18, U. S. C.
WHEREAS, the applicant has or will provide all annual certifications and assurances to
the State of North Carolina required for the project;
NOW, THEREFORE, be it resolved that the (Authorized Official’s Title)* County
Manager of (Name of Applicant’s Governing Body) Union County is hereby authorized
to submit grant application (s) for federal and state funding in response to NCDOT’s calls
for projects, make the necessary assurances and certifications and be empowered to
enter into an agreement with the NCDOT to provide rural, small urban, and urban public
transportation services.
I (Certifying Official’s Name)* Lynn West (Certifying Official’s Title) Clerk of the Board of
Commissioners do hereby certify that the above is a true and correct copy of an excerpt from
the minutes of a meeting of the (Name of Applicant’s Governing Board) Union County Board of
Commissioners duly held on the 2nd day of September, 2025.
Signature of Certifying Official
*Note that the authorized official, certifying official, and notary public should be three
separate individuals.
Seal Subscribed and sworn to me
(date)
Notary Public *
Printed Name and Address
My commission expires
(date)
Affix Notary Seal Here
35
FY27 LOCAL SHARE CERTIFICATION FOR FUNDING Page 1 of 2
Last Updated: 03/05/2025
LOCAL SHARE CERTIFICATION FOR FUNDING
Union County
(Legal Name of Applicant)
Requested Funding Amounts
Project Total Amount Local Share**
5311 Administrative $ 276,529 $ 41,480 (15%)
5311 Operating (No State Match) $ $ (50%)
5310 Operating (No State Match) $ $ (50%)
Combined Capital $ 427,701 $ 42,771 (10%)
Mobility Management $ $ (10%)
5310 Capital Purchase of Service $ $ (10%)
ConCPT $ $ (50%)
Capital Cost of Contracting $ $ ( %)
Travelers’ Aid $ $ (50%)
$ $ ( %)
$ $ ( %)
$ $ ( %)
Funding programs covered are 5311, 5310, 5339 Bus and Bus Facilities, 5307 (Small fixed
route, regional, and consolidated urban-rural systems)
TOTAL $ 704,230 $ 84,251
Total Funding Requests Total Local Share
**NOTE: Applicants should be prepared for the entire Local Share amount in the event
State funding is not available.
The Local Share is available from the following sources:
Source of Funds Apply to Grant Amount
General Fund 5311 Admin Grant $ 41,480
General Fund Combined Capital Grant $ 42,771
TOTAL $ 84,251
** Fare box revenue is not an applicable source for local share funding
36
FY27 LOCAL SHARE CERTIFICATION FOR FUNDING Page 2 of 2
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I, the undersigned representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that the required local funds for the FY2027
Community Transportation Program and 5307 Governors Apportionment will be available as of
July 1, 2026, which has a period of performance of July 1, 2026 – June 30, 2027.
_________________________________________
Signature of Authorized Official
Brian W. Matthews, County Manager
Type Name and Title of Authorized Official
Date
37
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-568 Agenda Date:9/15/2025
TITLE:..title
Grant Application - Transportation FY2027 5311 Administrative (Non-Urbanized Area Formula
Program)
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
1) Approve request to apply for the FY2027 5311 Administrative Grant, 2) adopt the FY2027 Public
Transportation Program Resolution authorizing the County Manager to submit grant applications for
Federal and State funding, make all necessary assurances and certifications, and enter into
agreements with the NCDOT to provide rural, small urban, and urban public transportation services,
3) upon award, authorize the County Manager to negotiate and execute agreements substantially
consistent with this Agenda Item, and 4) upon receipt of the grant award, recognize, receive, and
appropriate the funding to the Human Service Agency’s Transportation budget.
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-538 - Conducted Public Hearing - FY2027
5311 Administrative Transportation Grant Application.
BACKGROUND:
The annual 5311 Administrative (Non-Urbanized Area Formula Program) is intended to provide
financial assistance in 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
activities. Union County Transportation's 5311 application is submitted only for administrative
expenses and includes no operational components.
After submission, our NCDOT Mobility Specialist will review the 5311 Administrative application and
provide a recommendation to the NC Board of Transportation, who is responsible for determining the
final award amounts.
The federal share for eligible 5311 administration costs may not exceed 80% of the net cost of the
project. The State share is 5%, and the local share is 15% 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 directed local governments to be prepared to cover the full
20% share with the assumption that State funds may not be available.
Union County, NC Printed on 9/2/2025Page 1 of 2
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File #:25-568 Agenda Date:9/15/2025
Union County's FY2027 5311 Administrative funding level will be $276,529 (if approved as
submitted), which is 80% Federal ($221,223), 5% State ($13,826), and 15% local ($41,480).
This application for 5311 Administrative funds covers a one-year period of performance from July 1,
2026, to June 30, 2027.
FINANCIAL IMPACT:
$276,529 total includes an 80% Federal share ($221,223), an estimated 5% State share ($13,826),
and 15% required local match ($41,480). If the State cannot cover its portion, the local share would
increase to 20% ($55,306). The local share will be covered by funding included in the County’s
approved FY2027 budget.
Union County, NC Printed on 9/2/2025Page 2 of 2
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FY27 LOCAL SHARE CERTIFICATION FOR FUNDING Page 1 of 2
Last Updated: 03/05/2025
LOCAL SHARE CERTIFICATION FOR FUNDING
Union County
(Legal Name of Applicant)
Requested Funding Amounts
Project Total Amount Local Share**
5311 Administrative $ 276,529 $ 41,480 (15%)
5311 Operating (No State Match) $ $ (50%)
5310 Operating (No State Match) $ $ (50%)
Combined Capital $ 427,701 $ 42,771 (10%)
Mobility Management $ $ (10%)
5310 Capital Purchase of Service $ $ (10%)
ConCPT $ $ (50%)
Capital Cost of Contracting $ $ ( %)
Travelers’ Aid $ $ (50%)
$ $ ( %)
$ $ ( %)
$ $ ( %)
Funding programs covered are 5311, 5310, 5339 Bus and Bus Facilities, 5307 (Small fixed
route, regional, and consolidated urban-rural systems)
TOTAL $ 704,230 $ 84,251
Total Funding Requests Total Local Share
**NOTE: Applicants should be prepared for the entire Local Share amount in the event
State funding is not available.
The Local Share is available from the following sources:
Source of Funds Apply to Grant Amount
General Fund 5311 Admin Grant $ 41,480
General Fund Combined Capital Grant $ 42,771
TOTAL $ 84,251
** Fare box revenue is not an applicable source for local share funding
40
FY27 LOCAL SHARE CERTIFICATION FOR FUNDING Page 2 of 2
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I, the undersigned representing (Legal Name of Applicant) Union County do hereby certify to
the North Carolina Department of Transportation, that the required local funds for the FY2027
Community Transportation Program and 5307 Governors Apportionment will be available as of
July 1, 2026, which has a period of performance of July 1, 2026 – June 30, 2027.
_________________________________________
Signature of Authorized Official
Brian W. Matthews, County Manager
Type Name and Title of Authorized Official
Date
41
FY27 PROGRAM RESOLUTION Page 1 of 2
Last Updated: 02/11/2025
PUBLIC TRANSPORTATION PROGRAM RESOLUTION
FY27 RESOLUTION
Section 5311 (including ADTAP), 5310, 5339, 5307 and applicable State funding, or
combination thereof.
Applicant seeking permission to apply for Public Transportation Program funding, enter into
agreement with the North Carolina Department of Transportation, provide the necessary
assurances and the required local match.
A motion was made by (Board Member’s Name) and seconded by (Board Member’s
Name or N/A, if not required) for the adoption of the following resolution, and upon being
put to a vote was duly adopted.
WHEREAS, Article 2B of Chapter 136 of the North Carolina General Statutes and the
Governor of North Carolina have designated the North Carolina Department of
Transportation (NCDOT) as the agency responsible for administering federal and state
public transportation funds; and
WHEREAS, the North Carolina Department of Transportation will apply for a grant from
the US Department of Transportation, Federal Transit Administration and receives funds
from the North Carolina General Assembly to provide assistance for rural public
transportation projects; and
WHEREAS, the purpose of these transportation funds is to provide grant monies to local
agencies for the provision of rural, small urban, and urban public transportation services
consistent with the policy requirements of each funding source for planning, community
and agency involvement, service design, service alternatives, training and conference
participation, reporting and other requirements (drug and alcohol testing policy and
program, disadvantaged business enterprise program, and fully allocated costs
analysis); and
WHEREAS, the funds applied for may be Administrative, Operating, Planning, or Capital
funds and will have different percentages of federal, state, and local f unds.
WHEREAS, non-Community Transportation applicants may apply for funding for
“purchase-of-service” projects under the Capital Purchase of Service budget, Section
5310 program.
WHEREAS, (Legal Name of Applicant) Union County hereby assures and certifies that
it will provide the required local matching funds; that its staff has the technical capacity to
implement and manage the project(s), prepare required reports, obtain required training,
attend meetings and conferences; and agrees to comply with the federal and state
statutes, regulations, executive orders, Section 5333 (b) Warranty, and all administrative
42
FY27 PROGRAM RESOLUTION Page 2 of 2
Last Updated: 02/11/2025
requirements related to the applications made to and grants received from the Federal
Transit Administration, as well as the provisions of Section 1001 of Title 18, U. S. C.
WHEREAS, the applicant has or will provide all annual certifications and assurances to
the State of North Carolina required for the project;
NOW, THEREFORE, be it resolved that the (Authorized Official’s Title)* County
Manager of (Name of Applicant’s Governing Body) Union County is hereby authorized
to submit grant application (s) for federal and state funding in response to NCDOT’s calls
for projects, make the necessary assurances and certifications and be empowered to
enter into an agreement with the NCDOT to provide rural, small urban, and urban public
transportation services.
I (Certifying Official’s Name)* Lynn West (Certifying Official’s Title) Clerk of the Board of
Commissioners do hereby certify that the above is a true and correct copy of an excerpt from
the minutes of a meeting of the (Name of Applicant’s Governing Board) Union County Board of
Commissioners duly held on the 2nd day of September, 2025.
Signature of Certifying Official
*Note that the authorized official, certifying official, and notary public should be three
separate individuals.
Seal Subscribed and sworn to me
(date)
Notary Public *
Printed Name and Address
My commission expires
(date)
Affix Notary Seal Here
43
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-558 Agenda Date:9/15/2025
TITLE:..title
Purchase - UCSO Vehicles Equipment
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578
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:
Union County Sheriff’s Office is requesting Equipment for the (28) Chevrolet Tahoe’s. Union County
Sheriff’s Office chose to use Dana Safety because this vendor has contract pricing with the State of
North Carolina.
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 equipment for new Union County Sheriff’s vehicles will be made using North
Carolina State Contract #680D as quoted by Dana Safety
FINANCIAL IMPACT:
The anticipated cost for the Vehicle Upfit Equipment is $259,748.35 and is budgeted accordingly for
FY2026.
Union County, NC Printed on 9/2/2025Page 1 of 1
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800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 N 0.000.0000INFOa78D0HDLZT
2025 TAHOE PATROL
Warehouse: GBKO
2525 Y 80,000.003,200.0000KUS-826a78D0HDM09
KUSTOM Directional Golden Eagle II, dual antenna, Ka-
Warehouse: DROP
End User: Union Co NC Sheriff
North Carolina Directional Golden Eagle II
Includes: Dual KA-band DCM antennas, Stopwatch & Fastest Mode disabled,
Same Direction Mode, Choice of wired/wireless Remote, Tuning Forks,
Mounts,
Cables,
27 month warranty, shipping/handling
17 Separation Kit & Plates - separates the display face from the main unit
17 SHIPPING & HANDLING COSTS
** The following are OPTIONAL and NOT included in the total below **
Carrying Case
Eagle II Series Video Interface port and cable to connect w/ Kustom Video
system
Eagle II Series Sun Shield
Eagle II Series Padded Cover w/ Bail Bracket Mount
Extra set of tuning forks
**Up to 5 Years of Extended Warranty available(call for pricing)
Quote # -348960060617ET
RETAIL $ 3565.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
1Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDM09
45
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2525 Y 0.000.0000KUST-61a78D0HDMU6
KUSTOM SIGNAL DISPLAY SEPARATION KIT & PLATES
Warehouse: DROP
INCLUDED WITH KUS-826 PACKAGE
2828 Y 33,497.801,196.3500PKG-VSX-1800-TAHPM1a78D0HDN82
HAV Package - Wide VSX Console with Front Printer Moun
Warehouse: DROP
HAVIS
Package – Wide VSX Console with Front Printer Mount for Laptop Docking
Stations for 2021-2024 Chevrolet Tahoe PPV & SSV
RETAIL $ 2144.00
NC STATE CONTRACT 680D
2828 Y 171.646.1300C-EBX-WHE-1a78D0HDNMU
HAV Equipment Bracket Kit for VSX Consoles
Warehouse: DROP
HAVIS
C-EBX-WHE-1
RETAIL $11.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
2Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDNMU
46
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
00 Y 0.000.0000DS-DELL-423a78D0HDO0A
HAV Cradle for Dell Latitude Rugged Notebooks 5430, 73
Warehouse: DROP
(DISCONTIUNED)
REPLACED BY DS-DELL-433
HAVIS
Cradle For Dell Latitude Rugged Notebooks 5430, 7330, 5420, 5424 & 7424
RETAIL $ 533.07
NC STATE CONTRACT 680D
2222 Y 6,567.66298.5300DS-DELL-433a78D0I44DW
HAV DELL PRO RUGGED CRADLE
Warehouse: GBKO
Cradle for Dell Pro Rugged 14" & 13", 5430, 7330, 5420, 5424, & 7424
Notebooks
RETAIL $535.00
NC STATE CONTRACT 680D
6060 Y 669.6011.1600C-MCBa78D0HDOCG
HAV CONSOLE MICROPHONE CLIP BRACKET
Warehouse: DROP
HAVIS
Mic Clip Bracket
RETAIL $ 20.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
3Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDOCG
47
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 Y 31,638.601,129.9500SBX-1008a78D0HDP0B
Havis Modular Storage Drawer w/ PBC
Warehouse: DROP
SBX-1008
HAVIS
Large Modular Storage Drawer with Push-Button Combination Lock
Part # SBX-1008
MSRP: $2025.00
NC STATE CONTRACT 680D
Product Details:
Modular drawers with 40"x20" footprint fit in common SUVs
9.5"H drawer, 12"H overall
Heavy-duty push-button combination lock and reinforced drawer face
Best for storing weapons, ammunition, and other highly secure items
Locks are shrouded inside drawer to prevent damage or tampering
Lightweight and durable aluminum construction with black powder coat finish
Drawer topper (SBX-3000 Series products) and vehicle-specific mount
(SBX-5000 Series products, or ttp) required for a complete storage solution
NC STATE ONTRACT 680D
07/20/25
01:10:38 PM
4Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDP0B
48
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 Y 4,280.92152.8900SBX-3003a78D0HDP5Y
HAV DRAWER OPEN TOP
Warehouse: DROP
HAVIS
Open Storage Drawer Topper
Part # SBX-3003
MSRP: $274.00
NC STATE CONTRACT 680D
Product Details:
Modular drawers with 40"x20" footprint fit in common SUVs
Features slots around perimeter for fastening bungee cords or straps
Lightweight and durable aluminum construction with black powder coat finish
Includes hardware to mount to top of box
2828 Y 1,655.9259.1400SBX-4003a78D0HDPBL
HAVIS DRAWER LIGHT
Warehouse: DROP
HAVIS
12V LED Drawer Light
Part # SBX-4003
MSRP: $106.00
NC STATE CONTRACT 680D
Product Details:
Includes 12 bright LEDs
Rotates 180 degrees
Features on/off switch
07/20/25
01:10:38 PM
5Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDPBL
49
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 Y 1,734.0461.9300CG-Xa78D0HDPHO
HAV CHARGE GARD, UNIVERSAL, CONTROL MODULE
Warehouse: DROP
INFINITE TIMER, SURGE PROTECTOR 12VDC, 30a
****************************************
HAVIS
CHARGEGUARD
MSRP: $107.00
NC STATE CONTRACT 680D
PRICE SHEET FOR HAVIS
NC STATE CONTRACT DISCOUNT IS 44.2% OFF THE HAVIS WEBS
2828 Y 26,279.68938.5600MISCa78D0HMJFA
HAV PT# C-TTP-TAH-105
Warehouse: GBKO
Forward Electronics Mounting Trunk Tray Storage Box with Low 7" Risers
for 2021-2025 Chevrolet Tahoe
RETAIL $ 1682.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
6Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HMJFA
50
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2727 Y 22,239.09823.67001K0576TAH21WDa78D0HDVTJ
SMC SINGLE PERSON PARTITION, 21 TAHOE
Warehouse: DROP
SETINA
1K0576TAH21WD
RETAIL $ 1279.00
NC STATE CONTRACT 680D
2727 Y 11,458.53424.3900PK0123TAH212NDa78D0HDVZM
SMC 12VS, 2ND EXPANDED METAL
Warehouse: DROP
SETINA
CARGP PARTITION
PK0123TAH212ND
MSRP $ 659.00
NC STATE CONTRACT 680D
2828 Y 5,932.64211.8800WK0514TAH21a78D0HDW4T
SMC REAR WINDOW BARRIER
Warehouse: DROP
SETINA
WONDOW BARS
WK0514TAH21
MSRP $ 329.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
7Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDW4T
51
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 Y 11,341.96405.0700GK10342UHKa78D0HDWA1
SMC DUAL VERT. RACK 2 UNIV. LOCKS W/ HC KEY
Warehouse: DROP
"Dual T-Rail Mount2 Universal XL Handcuff Key Override"
SETINA
DUAL GUN RACK
MSRP $ 629.00
NC STATE CONTRACT 680D
2525 Y 3,847.75153.9100GK0815HKa78D0IF5CB
SMC UNIVERSAL GUNLOCK W/HANDCUFF OVERRIDE
Warehouse: GBKO
"Universal XL LockWith Handcuff Key Override"
RETAIL $ 239.00
NC STATE CONTRACT 680D
2828 Y 1,604.9657.3200GT0536TAH21a78D0HDWG4
SMC 21+ TAHOE FREESTANDING RACK
Warehouse: DROP
SETINA
SUN RACK MOUUT KIT FOR SINGLE PRISONER TRASPORT
GT0536TAH21
MSRP $ 89.00
NC STATE CONTRACT 680D
07/20/25
01:10:38 PM
8Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HDWG4
52
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
2828 Y 1,046.6437.3800CUP2-1004a78D0HT666
HAVIS #CUP2-1004 SELF ADJUST DOUBLE CUP HOLDER
Warehouse: GBKO
Self -Adjusting Double Cup Holder (Fixed Mount)
RETAIL $67.00
NC STATE CONTRACT 680D
2828 Y 531.1618.9700C-EB25-XTL-1Pa78D0HVR12
HAV 1-PIECE EQ BRKT FOR XTL REMOTE HEADS & APX7500
Warehouse: GBKO
1-Piece Equipment Mounting Bracket, 2.5" Mounting Space, Fits Motorola
XTL2500, XTL5000-05, APX-7500, & APX-8500
RETAIL $34.00
NC STATE CONTRACT 680D
2828 Y 249.768.9200C-FP-35a78D0HY2G4
HAV 3.5 BLANK FILLER PLATE FOR CONSOLE
Warehouse: GBKO
3-1/2" Filler Plate
RETAIL $16.00
NC STATE CONTRACT 680D
***28 TAHOES***
07/20/25
01:10:38 PM
9Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Continued on Next Page
a78D0HY2G4
53
800-847-8762Telephone:
DANA SAFETY SUPPLY, INC
4809 KOGER BLVD
GREENSBORO, NC 27407
UNION, COUNTY OF
EMAIL ALL INVOICES
THOMAS.ALLEN@UNIONCOUNTYNC.GOV
MONROE, NC 28112
UNION COUNTY
ALL INVOICES thomas.allen@unioncountync.
Rachel.Phifer@unioncountync.gov
MONROE, NC 28112
United States
Sales Quote
586235-A
UNCOUCustomer No.
Sales Quote No.
Ship ToBill To
Contact:
Telephone: Telephone:
Contact:
704 292 2691
LT JONATHAN DAVIS
704 292 2691
LT JONATHAN DAVIS
Payment MethodCustomer PO NumberF.O.B.Ship Via
NET30UPS GROUND FREIGHT QUOTED FREIGHT
Entered By Resale NumberOrdered BySalesperson
LT JONATHAN DAVISDempsey Owens - GreensboroDempsey Owens
Order
Quantity
Extended
Price
Unit
PriceItem Number / DescriptionTaxApprove
Quantity
TAHOES
Quote Date
07/17/25
E-mail: E-mail: jonathan.davis@unioncountync.gov jonathan.davis@unioncountync.gov
Approved By:
Approve All Items & Quantities
Quote Good for 30 Days
07/20/25
01:10:38 PM
1Page No.
Print Time
Print Date
Printed By: Dempsey Owens
Order Total
Sales Tax6.750 %
Freight
Subtotal
277,281.36
17,533.01
15,000.00
244,748.35
a78D0HY2G4
54
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-559 Agenda Date:9/15/2025
TITLE:..title
Purchase - UCSO Vehicle Warning Devices
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578
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:
Union County Sheriff’s Office is requesting Equipment for the (28) Chevrolet Tahoe’s. Union County
Sheriff’s Office chose to use West Chatham Warning Devices because this vendor has contract
pricing for Whelen Parts with Sourcewell Cooperative Purchasing.
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 equipment for new Union County Sheriff’s vehicles will be made using Group
Purchasing Program Sourcewell Contract #090122-WHL as quoted by West Chatham Warning
Devices.
FINANCIAL IMPACT:
The anticipated cost for the Vehicle Warning Device Equipment is $168,360.92 and is budgeted
accordingly for FY2026.
Union County, NC Printed on 9/2/2025Page 1 of 1
powered by Legistar™55
Quote
Customer No.:
Quote No.:
Quote To:Ship To:
Date Ship Via F.O.B.Terms
Purchase Order Number Sales Person Quote Expires
Quantity Item Number Description Unit Price Amount
07/14/2025 FREE SHIPPING Origin Net 30
LISA JOHNSON
UNION CO SHERIFF OFFICE, NC UNION CO SHERIFF OFFICE, NC
3370 PRESSON RD.
MONROE, NC 28112
3370 PRESSON RD.
MONROE, NC 28112
UNIONCONC
10644
WEST CHATHAM WARNING DEVICES
08/13/2025
PHONE: (803)520-6637 FAX: (803)520-7292
(704) 292-2690FAX NUMBER:
131 Brookside Parkway Lexington, SC 29072
PAYMENT REMITTANCE:
PHONE: (912) 234-2600
2208 Gamble Rd Savannah, GA 31405
*SOURCEWELL #090122-WHL*
____________________________
28 WHE-BSFW54X Inneredge FST WecanX
b/w DUO
** PACKAGE PRICE *
73528.002626.00
28 WHE-BS548 INNEREDGE RST 21 TAHOE
B/A Duo
* $ INC IN PKG PRICE *
0.000.00
56 WHE-I2E Duo ION Blue/White 5592.7299.87
56 WHE-IONSV3B ION V-SERIES SURFACE MT BLU 9230.48164.83
56 WHE-U180E 180 Degree Linear Super LED
U series surface mount
round, Blue/White DUO
8106.00144.75
28 WHE-U18054 21-24 Tahoe/Sub mirror mount
brackets- pair for U lights.
475.1616.97
56 WHE-TCRWX5-E TRACER 5 LAMP WECANX
INC DUO HEADS BLUW/CLEAR
41062.56733.26
56 WHE-TCRB54A Tracer Mt Bkt
21 Tahoe *Mounts between
body and step rail*
0.000.00
56 WHE-I2E Duo ION Blue/White 5592.7299.87
56 WHE-TSS0M T-SERIES SURFACE MNT B/A
DUO, BLUE/AMBER
5260.0893.93
56 WHE-TSS0JC ION-T SURFACE MNT TRIO
RED/BLUE/WHITE
6051.92108.07
28 WHE-C399 CENCOM CORE WecanX
* PRICE INC IN PKG $ *
0.000.00
28 WHE-CCTL7 WECANX 21 BUTTON/SLIDE CTRL
* PRICE INC IN PKG $ *
0.000.00
28 WHE-SA315P Speaker 100 watt 0.000.00
Returns are subject to 25% restock fee + shipping. Special ordered items may not be cancelled/returned.56
Quote
Customer No.:
Quote No.:
Quote To:Ship To:
Date Ship Via F.O.B.Terms
Purchase Order Number Sales Person Quote Expires
Quantity Item Number Description Unit Price Amount
07/14/2025 FREE SHIPPING Origin Net 30
LISA JOHNSON
UNION CO SHERIFF OFFICE, NC UNION CO SHERIFF OFFICE, NC
3370 PRESSON RD.
MONROE, NC 28112
3370 PRESSON RD.
MONROE, NC 28112
UNIONCONC
10644
WEST CHATHAM WARNING DEVICES
08/13/2025
PHONE: (803)520-6637 FAX: (803)520-7292
(704) 292-2690FAX NUMBER:
131 Brookside Parkway Lexington, SC 29072
PAYMENT REMITTANCE:
PHONE: (912) 234-2600
2208 Gamble Rd Savannah, GA 31405
* $ INC IN PKG PRICE *
28 WHE-SAK70 SA315P Mt Kit
* PRICE INC IN PKG PRICE *
0.000.00
28 WHE-SA315P Speaker 100 watt 3959.20141.40
28 WHE-SAK70 SA315P Mt Kit
21 Tahoe Fits Driver or Pass
424.2015.15
28 WHE-C399SP SCANPORT for C399
* PRICE INC IN PKG PRICE *
0.000.00
28 WHE-CV2V WECAN X vehicle to vehicle
module with internal antenna
5062.12180.79
28 WHE-CEM16 WeCanX 16 OUTPUT EXPANSION
MODULE
4015.76143.42
Quote subtotal
Quote total
168360.92
168360.92
Pricing subject to Manufacture price increases & tariffs.
Returns are subject to 25% restock fee + shipping. Special ordered items may not be cancelled/returned.57
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-553 Agenda Date:9/15/2025
TITLE:..title
July 2025 NCVTS Motor Vehicle Tax Report
INFORMATION CONTACT:
Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748; Kristen Foxworth, Tax
Administration, Deputy Tax Administrator, 704-283-3591
ACTION REQUESTED:
Approve the July 2025 NCVTS Motor Vehicle Tax Refund Report.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The refunds included in this report represent adjustments made to tax bills that resulted in refunds of
motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the
Counties and the State.
FINANCIAL IMPACT:
$2,362.41
Union County, NC Printed on 9/2/2025Page 1 of 1
powered by Legistar™58
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 $0.00 $0.00
200 TAX ($220.85)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $8.79 $0.00
021 TAX $29.75 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $101.53 $0.00
200 TAX ($275.77)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $28.10 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($161.50)$0.00
200 VEHICLE FEE ($30.00)$0.00
800 TAX $8.04 $0.00
026 TAX $12.79 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($188.09)$0.00
200 VEHICLE FEE ($30.00)$0.00
029 TAX $13.89 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $55.15 $0.00
200 TAX ($149.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.95 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $97.88 $0.00
200 TAX ($265.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $28.31 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $97.88 $0.00
200 TAX ($265.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $28.31 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $97.88 $0.00
200 TAX ($265.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $28.31 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
BURRIER,
DIANE PEARSON
BURRIER,
DIANE PEARSON
817 W
UNIONVILLE-
INDIAN TRAIL
RD
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
1034408169
Refund Generated due
to adjustment on
Bill #0085488602-
2024-2024-0000
Situs error 7/3/2025MONROE, NC
28112
Adjustment >=
$100 0085488602 LBW1338 PENDING $0.00
$0.00
$0.00
$0.00
$212.31
$0.00
($220.85)
($30.00)
$8.79
$29.75
$0.00
$101.53
($275.77)
($30.00)
$28.101033711794
Refund Generated due
to adjustment on
Bill #0084338408-
2024-2024-0000
Situs error 7/1/2025
RITTER,
VIRGINIA
CLAIRE
RITTER,
VIRGINIA
CLAIRE
3610 ANTIOCH
CH RD
$0.00
$0.00
$0.00
$0.00
$176.14
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0084338408 KC4154 PENDING
MIKSHANSKIY,
VADIM
PETROVICH
MIKSHANSKIY,
VADIM
PETROVICH
3016 EATON
AVESTE B
1033713270
Refund Generated due
to adjustment on
Bill #0085569290-
2024-2024-0000
Situs error 7/1/2025WEDDINGTON,
NC 28104
Adjustment >=
$100 0085569290 JAZZHC PENDING $0.00
$0.00
$0.00
$0.00
$170.67
$0.00
($161.50)
($30.00)
$8.04
$12.79
$0.00
($188.09)
($30.00)
$13.89
$0.00918856184
Refund Generated due
to adjustment on
Bill #0085615849-
2024-2024-0000
Situs error 7/1/2025
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST
$0.00
$0.00
$0.00
$204.20
MONROE, NC
28112
Adjustment >=
$100 0085615849 TLJ5902 PENDINGSEABOLT,
LARRY SETH
SEABOLT,
LARRY SETH
5531 W. M.
GRIFFIN RD
1033711911
Refund Generated due
to adjustment on
Bill #0084354241-
2024-2024-0000
Situs error 7/1/2025JASPER, IN
47546
Adjustment >=
$100 0084354241 TK7907 PENDING $0.00
$0.00
$0.00
$0.00
$108.70
$0.00
$55.15
($149.80)
($30.00)
$15.95
$0.00
$97.88
($265.87)
($30.00)
$28.311034408268
Refund Generated due
to adjustment on
Bill #0083837196-
2024-2024-0000
Situs error 7/3/2025
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$169.68
JASPER, IN
47546
Adjustment >=
$100 0083837196 TK7909 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
1034408277
Refund Generated due
to adjustment on
Bill #0083837143-
2024-2024-0000
Situs error 7/3/2025JASPER, IN
47546
Adjustment >=
$100 0083837143 TK7908 PENDING $0.00
$0.00
$0.00
$0.00
$169.68
$0.00
$97.88
($265.87)
($30.00)
$28.31
$0.00
$97.88
($265.87)
($30.00)
$28.311034408304
Refund Generated due
to adjustment on
Bill #0083837082-
2024-2024-0000
Situs error 7/3/2025 $0.00
$0.00
$0.00
$0.00
$169.68
JASPER, IN
47546
Adjustment >=
$100 0083837082 TJ1063 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
Page 1 of 2
59
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 $0.00
600 TAX $83.92 $0.00
200 TAX ($227.93)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $24.27 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $83.92 $0.00
200 TAX ($227.93)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $24.27 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $60.05 $0.00
200 TAX ($163.11)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $17.37 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($466.64)$0.00
200 VEHICLE FEE ($30.00)$0.00
800 TAX $23.22 $0.00
026 TAX $36.96 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($120.17)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $20.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
Refund Total
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD 1034408313
Refund Generated due
to adjustment on
Bill #0083837027-
2024-2024-0000
Situs error 7/3/2025JASPER, IN
47546
Adjustment >=
$100 0083837027 TJ1066 PENDING $0.00
$0.00
$0.00
$0.00
$149.74
$0.00
$83.92
($227.93)
($30.00)
$24.27
$0.00
$83.92
($227.93)
($30.00)
$24.271034408340
Refund Generated due
to adjustment on
Bill #0083836967-
2024-2024-0000
Situs error 7/3/2025
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$149.74
JASPER, IN
47546
Adjustment >=
$100 0083836967 TJ1064 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
1034408349
Refund Generated due
to adjustment on
Bill #0083836919-
2024-2024-0000
Situs error 7/3/2025JASPER, IN
47546
Adjustment >=
$100 0083836919 TF9881 PENDING $0.00
$0.00
$0.00
$0.00
$115.69
$0.00
$60.05
($163.11)
($30.00)
$17.37
$0.00
($466.64)
($30.00)
$23.22
$36.961036841184
Refund Generated due
to adjustment on
Bill #0083819532-
2024-2024-0000
Situs error 7/14/2025
YOW, AMY
BAUCOM
YOW, AMY
BAUCOM
OWEN, ROBERT
TYLER
618 N FOREST
HILL SCHOOL
$0.00
$0.00
$0.00
$0.00
$436.46
STALLINGS, NC
28104
Adjustment >=
$100 0083819532 VR8247 PENDINGWHITNEY,
BRENT ROBERT
WHITNEY,
BRENT ROBERT
6038 BLUEBIRD
HILL LN
$0.00
($120.17)
($30.00)
$20.45
$0.00918854696
Refund Generated due
to adjustment on
Bill #0085487001-
2024-2024-0000
Situs error 7/1/2025
$2362.41
$0.00
$0.00
$0.00
$129.72
MARSHVILLE,
NC 28103
Adjustment >=
$100 0085487001 VFC9695 PENDING
Page 2 of 2
60
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-563 Agenda Date:9/15/2025
TITLE:..title
Economic Development Administration's (EDA) FY2025 Disaster Supplemental Grant Program
INFORMATION CONTACT:
Jason May, Budget and Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Approve staff to apply for the EDA FY 2025 Disaster Supplemental Grant Program - Readiness Path,
to develop a five-year strategic economic development plan focused on resilience and long-term
growth. 2) Upon award, authorize the County Manager to negotiate and execute agreements
consistent with this agenda item, and 3) upon receipt of the grant award, recognize, receive and
appropriate the awarded amount to the Economic Development Office's budget.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The EDA FY 2025 Disaster Supplemental Grant Program supports economic recovery activities in
areas that received major disaster declarations in calendar years 2023-2024. The Readiness Path of
this grant program provides funding through capacity building and strategic planning projects that set
the stage for future investment.
Recently, Union County established an independent, county-level economic development authority.
This was a major transition from the previous joint economic development structure with the City of
Monroe. This strategic shift creates a timely opportunity to define a clear vision and actionable
direction for the county’s economic future.
The proposed project deliverables include a five-year strategic economic development plan and a pre
-disaster economic recovery plan.
The five-year strategic economic development plan will align with the Centralina Economic
Development District’s regional CEDS (Prosperity for All: 2022-2027), while focusing specifically on
Union County’s unique assets, needs, and post-disaster realities. The plan will be developed through
an inclusive, data-driven process and will serve as a foundation for future EDA Implementation Path
or Industry Transformation Path funding, which are additional opportunities through this same grant
program.
The pre-disaster economic recovery plan provides a roadmap for how the County would support
businesses, workers, and the overall economy following a disaster. This plan helps to ensure that
Union County, NC Printed on 9/2/2025Page 1 of 2
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File #:25-563 Agenda Date:9/15/2025
the economic health of the community is resilient and safeguards the tax base and long-term
prosperity of the community.
FINANCIAL IMPACT:
None Currently.
Union County, NC Printed on 9/2/2025Page 2 of 2
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-566 Agenda Date:9/15/2025
TITLE:..title
Consolidation of Positions in Procurement and Public Communications Departments
INFORMATION CONTACT:
Clayton Voignier, Assistant County Manager, 704-283-3687
ACTION REQUESTED:
Eliminate two part-time positions and authorize an additional 0.XX FTE to create a full-time position.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Procurement and Public Communications Departments have two part-time vacant
positions, one as an Administrative Professional II (position XXXXXX at 0.XX FTE) and the other as
an Administrative Professional II (position XXXXXX at 0.XX FTE). Both positions are helpful to each
department's operations but are limited with respect to the County’s ability to recruit, train, and retain
qualified individuals for these positions by virtue of their part-time status. Staff is requesting an
additional 0.XX FTE to consolidate the two part-time positions into one full-time Administrative
Professional II position that will provide more advanced administrative support to both departments.
FINANCIAL IMPACT:
No additional funding required. Funding exists in the current FY2026 Procurement budget.
Union County, NC Printed on 9/2/2025Page 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 #:25-554 Agenda Date:9/15/2025
TITLE:..title
Tax Collector’s Departmental Report for July 2025
INFORMATION CONTACT:
Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report reflects the totals of all tax transactions within the tax collector’s office for the month of
July 2025 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/2/2025Page 1 of 1
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Memorandum
Tax Administration | Revenue Division
500 N. Main St., Suite 119
Monroe, NC 28112
T 704.283.3848 unioncountync.gov
To: Board of County Commissioners
Brian Matthews, County Manager
Lynn West, Clerk to the Board
From: Vann Harrell
Tax Administrator
Date: August 15, 2025
Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending July 31,
2025 is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment
VH/JM
65
JULY 2025
PERCENTAGE FOR REGULAR TAX
JULY 31, 2025 REGULAR TAX 2025 2024 2023 2022 2021
BEGINNING CHARGE 223,040.82 237,248,009.92 226,153,727.64 217,038,384.94 208,197,476.17
TAX CHARGE 270,673,474.89
PUBLIC UTILITIES CHARGE
DISCOVERIES 42,597.25
NON DISCOVERIES 137,389.95 1,883.12 1,765.50 1,765.50
RELEASES (13,985.98) (2,358.25) (345.76) (343.74) (123.15)
TOTAL CHARGE 271,062,516.93 237,247,534.79 226,155,147.38 217,039,806.70 208,197,353.02
BEGINNING COLLECTIONS 88,198.91 236,870,095.13 226,044,694.29 216,969,741.19 208,143,510.15
COLLECTIONS 262,252.93 44,968.59 5,292.03 2,062.04 73.19
TOTAL COLLECTIONS 350,451.84 236,915,063.72 226,049,986.32 216,971,803.23 208,143,583.34
BALANCE OUTSTANDING 270,712,065.09 332,471.07 105,161.06 68,003.47 53,769.68
PERCENTAGE OF REGULAR 0.13%99.86%99.95%99.97%99.97%
OVERALL CHARGED 271,062,516.93 237,247,534.79 226,155,147.38 217,039,806.70 208,197,353.02
OVERALL COLLECTED 350,451.84 236,915,063.72 226,049,986.32 216,971,803.23 208,143,583.34
OVERALL PERCENTAGE 0.13%99.86%99.95%99.97%99.97%
1
66
JULY 2025
PERCENTAGE FOR REGULAR TAX
JULY 31, 2025 REGULAR TAX
BEGINNING CHARGE
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES
NON DISCOVERIES
RELEASES
TOTAL CHARGE
BEGINNING COLLECTIONS
COLLECTIONS
TOTAL COLLECTIONS
BALANCE OUTSTANDING
PERCENTAGE OF REGULAR
OVERALL CHARGED
OVERALL COLLECTED
OVERALL PERCENTAGE
2020 2019 2018 2017
192,182,011.13 186,540,147.30 180,717,811.44 186,663,147.61
(321.49)
192,181,689.64 186,540,147.30 180,717,811.44 186,663,147.61
192,110,517.12 186,442,157.90 180,659,599.91 186,615,814.54
(90.36) 345.85 158.18 121.72
192,110,426.76 186,442,503.75 180,659,758.09 186,615,936.26
71,262.88 97,643.55 58,053.35 47,211.35
99.96%99.95%99.97%99.97%
192,181,689.64 186,540,147.30 180,717,811.44 186,663,147.61
192,110,426.76 186,442,503.75 180,659,758.09 186,615,936.26
99.96%99.95%99.97%99.97%
2
67
JULY 2025
PERCENTAGE FOR REGULAR TAX
JULY 31, 2025 REGULAR TAX
BEGINNING CHARGE
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES
NON DISCOVERIES
RELEASES
TOTAL CHARGE
BEGINNING COLLECTIONS
COLLECTIONS
TOTAL COLLECTIONS
BALANCE OUTSTANDING
PERCENTAGE OF REGULAR
OVERALL CHARGED
OVERALL COLLECTED
OVERALL PERCENTAGE
2016
176,859,604.37
176,859,604.37
176,820,402.23
51.22
176,820,453.45
39,150.92
99.98%
176,859,604.37
176,820,453.45
99.98%
3
68
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-561 Agenda Date:9/15/2025
TITLE:..title
Communications Monthly Report - August 2025
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication platforms and our efforts to
collaborate with all County departments to inform and engage residents, promote programs and
services, and strengthen internal and external communications.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/2/2025Page 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 #:25-550 Agenda Date:9/15/2025
TITLE:..title
Wastewater Pump Station Approval Request - Sanctuary at Southgate Phase II Development
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive information on the request for approval of a wastewater pump station to serve the proposed
Sanctuary at Southgate Phase II development and approve or deny as appropriate.
PRIOR BOARD ACTIONS:
February 18, 2025, Regular Meeting, Agenda Item # 25-053 - Received and denied the wastewater
pump station approval request for the Sanctuary at Southgate Phase II Development.
BACKGROUND:
Pursuant to documentation requirements and amendments to the Union County Code of Ordinances
adopted by the Board of Commissioners, the use of wastewater pump stations for sewer extensions
requires approval by the Board of Commissioners. Per the Ordinance, developers are allowed to
resubmit approval requests once six months have passed from any prior Board action.
BGE Inc. has prepared and submitted documentation regarding the proposed Sanctuary at
Southgate Phase II development. The documents have been reviewed by UCW staff and were found
to comply with the adopted requirements.
The proposed Sanctuary at Southgate Phase II Development is unchanged from the original
submittal.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/2/2025Page 1 of 1
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Sanctuary at Southgate
Pump Station Request
Board of County Commissioners
September 15, 2025
71
Location Map
2
Proposed Sanctuary at
Southgate Development
Proposed Sanctuary at
Southgate Development
Pump Station
Proposed
Sanctuary at Southgate
Development Force Main
Discharge
Located at the
southwest corner of
the intersection of
Rocky River and
Poplin Roads
Existing Porter Ridge
Pump Station
Existing Fieldstone
Pump Station
Existing Poplin Road
Pump Station
72
Proposed Development
Service Areas
3
Description Area
Sanctuary at Southgate
Development
72 Acres
Total 72 Acres
Service area is within the Town
of Indian Trail
Service area is limited to the
proposed Sanctuary at
Southgate Development
73
Alternative 1
On Site Pump Station
4
Pump station to serve proposed
development
Proposed discharge to existing
gravity system at the intersection
of Poplin and Sedgewick or
Potomac Roads
Flow is conveyed to Poplin Road
pump station and treated at 12-
Mile Creek WRF
Life Cycle Cost of $2.1M
Developer contributing $0.9M to
cover estimated 20-year
maintenance costs
74
Alternative 2
Gravity Connection and Existing Pump Station Upgrades
5
Gravity sewer connection to
existing Porter Ridge Pump Station
Adds 97,870 GPD to the Porter
Ridge and Fieldstone pump
stations
Upsizing required for both Porter
Ridge and Fieldstone pump
stations
Flow is ultimately conveyed to
Poplin Road pump station and
treated at 12-Mile Creek WRF
(unchanged from Alternative 1)
Life Cycle Cost of $3.6M
75
Utility Based Rationale
6
Approval Denial
Proposed development is ultimately served by
the Poplin Road pump station regardless of
selected alternative
Alternative 2 will require additional
improvements to two existing pump stations
Alternative 2 requires capacity improvements
to two existing pump stations and is a costlier
option to serve the proposed development for
the utility when considering the life cycle costs
Proposed development cannot be served by a
gravity solution
76
Requested Board Action
7
For Approval:
(i) Approve the application request concerning the Sanctuary at Southgate development
for a wastewater pump station, as such pump station solution is set forth in the application
associated with the request, in accordance with Section 34-336(b)(1) of the Union County
Code; and (ii) adopt the utility-based rationale statement for approval.
For Denial:
(i) Deny the application request concerning the Sanctuary at Southgate development for
a wastewater pump station, as such pump station solution is set forth in the application
associated with the request, in accordance with Section 34-336(b)(1) of the Union County
Code; and (ii) adopt the utility-based rationale statement for denial.
77
Questions?
78