Chair Final Agenda Package with Attachment Links 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
Closed Session25-587
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Enter into Closed Session pursuant to NCGS 143-318.11.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Enter into Closed Session for the following purpose(s):
1) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order
to preserve the attorney-client privilege; and
2) pursuant to G.S. 143-318.11(a)(4), to discuss matter relating to the
location or expansion of industries or other businesses in the area served
by the public body, including agreement on a tentative list of economic
development incentives that may be offered by the public body in
negotiations; and
3) pursuant to G.S.143-318.11(a)(5), to establish, or to instruct the public
body’s staff or negotiating agents concerning the position to be taken by
or on behalf of the public body in negotiating the price and other material
terms of a contract or proposed contract for the acquisition of real
property by purchase, option, exchange, or lease .
FINANCIAL IMPACT:
None.
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 .
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Board of Commissioners Meeting Agenda September 15, 2025
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.
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
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Board of Commissioners Meeting Agenda September 15, 2025
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.
Task Order 8678-05Attachments:
Budget Amendment – Contributions to East Fork Twelve Mile Creek
Flood Analysis Design and Cost Estimate Study
25-571
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt Budget Amendment #2 to recognize, receive, and appropriate
contributions from Indian Trail and Wesley Chapel to perform limited area
East Fork Twelve Mile Creek Flood Analysis Design and Cost Estimate
study.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County will receive $20,000 from Indian Trail & Wesley Chapel for
contributing to a stormwater study. The County is using $10,000 of our
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Board of Commissioners Meeting Agenda September 15, 2025
funding toward this, which is already budgeted .
FINANCIAL IMPACT:
$20,000 for Stormwater Study.
Budget Amendment 2Attachments:
Grant Application – Transportation FY 2027 Combined Capital Grant,
FY2027 5311 Administrative (Non-Urbanized Area Formula Program)
and 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:
Authorize the County Manager to submit the associated grant
applications and make necessary assurances and certifications
associated with the grant applications as substantially consistent with this
agenda item, which includes the authorization to execute documents, or
delegate electronic execution of documents when use of the federal
award management system is required, related to award of the grants
and budget funds as appropriate .
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-537 - Conducted
Public Hearing - FY2027 Combined Capital Transportation Grant
Application.
September 2, 2025, Regular Meeting, Agenda Item # 25-538 - Conducted
Public Hearing - FY2027 5311 Administrative Transportation Grant
Application.
September 2, 2025, Regular Meeting, Agenda Item # 25-535 - Conducted
Public Hearing - FFY23, 24, & 25 5307 Urbanized Area Formula Funding
Grant Application.
BACKGROUND:
Union County is seeking funding through three federal grant
programs-Combined Capital, 5311 Administrative, and 5307 Urbanized
Area Formula-to support the continued provision of public transportation
services that are accessible to the general public on a regular and
ongoing basis. These grants support both rural and urban transit
operations and infrastructure, ensuring the County can maintain, operate,
and expand its transportation services to meet current and future needs .
Combined Capital Program (FY2027)
The Combined Capital Grant provides financial assistance for the
replacement of public transportation vehicles and other capital needs .
This program utilizes federal funds from Sections 5311, 5307, and 5339,
enabling community transportation systems like Union County
Transportation to consolidate their capital needs into one application . The
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Board of Commissioners Meeting Agenda September 15, 2025
funding will reimburse costs for replacement vehicles that have met
NCDOT’s useful life threshold of 100,000 miles, including conversion
vans, lift vans, minivans, and Light Transit Vehicles (LTVs). It also covers
other capital expenditures such as required NCDOT vehicle lettering,
radio equipment, and bi-fuel conversions .
For FY2027, Union County is requesting funding for the replacement of
three (3) 22’ LTVs with wheelchair lifts, totaling $427,701. The breakdown
includes:
·Federal Share (80%): $342,160
·Local Share (up to 20%): $85,541
o If State funding (10%) of $42,770 is awarded, the local
share would be reduced to $42,771.
The application is due October 6, 2025, and covers the performance
period from July 1, 2026 - June 30, 2027. Vehicles will be procured via
North Carolina State contracts or in accordance with applicable
procurement laws.
5311 Administrative Grant (FY2027)
The 5311 Administrative Grant, under the Non-Urbanized Area Formula
Program, supports administrative costs related to public transportation in
rural areas. Funds are used for planning activities, administrative
personnel, compliance, and coordination with other transit services . Union
County's application does not include operational funding and is solely for
administrative expenses.
For FY2027, Union County is requesting $276,529, with the following cost
share:
·Federal Share (80%): $221,223
·State Share (estimated 5%): $13,826
·Local Share (15%): $41,480
o If State funds are unavailable, the local share would
increase to 20% ($55,306).
The grant performance period is July 1, 2026 - June 30, 2027, and the
application will be reviewed and recommended for funding by the
County’s NCDOT Mobility Specialist and the NC Board of Transportation .
5307 Urbanized Area Formula Program (FFY23-FFY25)
The 5307 Program provides capital and operating assistance for transit
services in urbanized areas. Eligible expenses include operations,
planning, preventive maintenance, paratransit services, security and
safety upgrades, and facility improvements . Union County, as part of the
Charlotte urbanized area, receives 5307 funding through a regional
formula established by the Charlotte Area Transit System (CATS) and
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Board of Commissioners Meeting Agenda September 15, 2025
approved by the Charlotte Regional Transportation Planning Organization
(CRTPO).
Based on the current distribution formula Union County will receive up to :
·$2,041,740 in Federal 5307 funds from FFY23.
·$2,353,090 in Federal 5307 funds from FFY24.
·$2,402,267 in Federal 5307 funds from FFY25.
This funding will be used for both operating expenses, which require a
50% local match, and capital expenses, which require a 20% local match.
The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2023,
(FFY) 2024, and (FFY) 2025 Federal Transportation Administration (FTA)
funds to Union County. Funds awarded during a given fiscal year are
initially allocated for a one-year period of performance, but this may be
extended if necessary to enable them to be drawn down over a five-year
period after the start of the federal fiscal year of the award . Thus, funds
awarded for the :
·FFY23 5307 applications can be drawn down through June 30,
2028.
·FFY24 5307 applications can be drawn down through June 30,
2029.
·FFY25 5307 applications can be drawn down through June 30,
2030.
In Union County, 5307 operational-related services are currently provided
using demand response, subscription, and contracted fixed-route service .
These services are rendered by Union County Transportation, or its
subcontractors, and CATS . Union County’s Transportation and Planning
staff have developed a list of activities for these funds, which include
paying 50 percent of the cost of the existing Union County 74X Express
bus service and provision of demand-response service in the urbanized
portions of the County. The funding allocated for capital-related items will
be utilized for the purchase of security-related items as required by the
1% security minimum requirement, safety-related items as required by the
0.75% safety minimum, and for facility renovations .
FINANCIAL IMPACT:
1. Combined Capital Grant
·Total Request: $427,701
·Federal Share (80%): $342,160
·State Share (Estimated 10%): $42,770*
·Local Share (Max 20%): $85,541*
2. 5311 Administrative Grant
·Total Request: $276,529
·Federal Share (80%): $221,223
·State Share (Estimated 5%): $13,826*
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Board of Commissioners Meeting Agenda September 15, 2025
·Local Share (Max 20%): $55,306*
3. 5307 Urbanized Area Formula (FFY23-FFY25)
·Total Request: $6,797,097
·Federal Share: $4,178,652
·State Share: Not Applicable
·Local Share: $2,618,445
*Local share may decrease if State funds are awarded .
Program Resolution
Local Share Certification
Attachments:
Grant Application – North Carolina Agricultural Manufacturing &
Processing Initiative
25-588
INFORMATION CONTACT:
Andrew Baucom, Agricultural Services, Extension Director, 704-283-3738
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
grant application as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The North Carolina General Assembly established the North Carolina
Agricultural Manufacturing and Processing Initiative (“NCAMPI”) as part of
the state’s FY 2023-24 budget legislation and amended by S .L. 2024-1
and further amended by S .L. 2025-26i.
The Initiative is to be administered by the North Carolina Department of
Agriculture and Consumer Services (“Department”). The purposes of the
program include:
1. Provide support for agricultural manufacturing and food processing
opportunities that increase jobs and local property tax bases across the
state and/or reduce costs and increase profit options for North Carolina
farmers and growers.
2. Identify and assess opportunities to increase value-added processing
of commodities produced in the state and fill geographic and commodity
gaps across the state .
3. Market and recruit facilities to fill such gaps and meet such
opportunities.
4. Support eligible entities with funding for eligible costs necessary to
create or expand agricultural manufacturing facilities and projects related
to increased demand for agricultural products .
FINANCIAL IMPACT:
$1.5 million to support the Union County Food Innovation Center site
development.
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Board of Commissioners Meeting Agenda September 15, 2025
ApplicationAttachments:
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.
Dana QuoteAttachments:
Purchase - UCSO Vehicle Warning Devices25-559
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:
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Board of Commissioners Meeting Agenda September 15, 2025
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.
QuoteAttachments:
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
ReportAttachments:
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:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
grant application as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
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Board of Commissioners Meeting Agenda September 15, 2025
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:
Union County anticipates requesting approximately $200,000 in federal
funding, with a 20% local match ($40,000) to be contributed from in-kind
staff hours, general fund reserves, and ARPA recovery funds .
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 0.02 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 406002 at 0.50 FTE) and the other
as an Administrative Professional II (position 424500 at 0.48 FTE). Both
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Board of Commissioners Meeting Agenda September 15, 2025
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 0.02 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 .
Appointment of Commissioners to Boards & Committees - Charlotte
Regional Transportation Planning Organization
25-586
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint Chair Melissa Merrell as an Alternate Member to the Charlotte
Regional Transportation Planning Organization (CRTPO).
PRIOR BOARD ACTIONS:
December 16, 2024, Regular Meeting, Agenda Item # 24-851 - Appointed
Vice Chair Brian Helms and Commissioner Gary Sides as Alternate to
CRTPO.
BACKGROUND:
On December 16, 2024, the Board of Commissioners appointed Vice
Chair Brian Helms to serve as a member of the Charlotte Regional
Transportation Planning Organization along with Commissioner Gary
Sides as an alternate member . This action would add Chair Melissa
Merrell as an alternate CRTPO member.
FINANCIAL IMPACT:
None.
Minutes for Approval25-573
INFORMATION CONTACT:
Lynn West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on the Consent Agenda .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Draft minutes have been provided to the Board of Commissioners for
review and approval.
FINANCIAL IMPACT:
None.
Information Only
Tax Collector’s Departmental Report for July 202525-554
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Board of Commissioners Meeting Agenda September 15, 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.
Memorandum
Report
Attachments:
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
strengthen internal and external communications .
FINANCIAL IMPACT:
None.
ReportAttachments:
Wastewater Treatment Capacity – Monthly Update25-582
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information only
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely monitoring the wastewater treatment
capacities at our Water Reclamation Facilities . Permitting Capacity is
evaluated using the Actual Plant Flows plus the Permitted /Obligated
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Board of Commissioners Meeting Agenda September 15, 2025
Flows (unconnected). Union County Water was asked to provide regular
updates. Plant flow information through August 2025 is summarized in
the attached table.
Twelve Mile Creek
Percent of Actual Flows = 70.6%
Percent of Actual + Permitted Flows = 90.0%
Actual Flows (MGD)= 5.298
Actual + Permitted Obligated Flows (MGD)= 6.749
Crooked Creek
Percent of Actual Flows = 60.9%
Percent of Actual + Permitted Flows = 93.0%
Actual Flows (MGD)= 1.158
Actual + Permitted Obligated Flows (MGD)= 1.767
Olde Sycamore
Percent of Actual Flows = 26.7%
Percent of Actual + Permitted Flows = 26.7%
Actual Flows (MGD)= 0.040
Actual + Permitted Obligated Flows (MGD)= 0.040
Tallwood
Percent of Actual Flows = 44.0%
Percent of Actual + Permitted Flows = 44.0%
Actual Flows (MGD)= 0.022
Actual + Permitted Obligated Flows (MGD)= 0.022
Grassy Branch
Percent of Actual Flows = 90.0%
Percent of Actual + Permitted Flows = 92.0%
Actual Flows (MGD)= 0.045
Actual + Permitted Obligated Flows (MGD)= 0.046
In addition to the wastewater treatment capacities, flow volumes
associated with development projects that are in the planning and review
process within the Twelve Mile Creek and Crooked Creek WRF service
areas are provided for information as well . Development flow volumes
through August 2025 are summarized in the attached tables .
FINANCIAL IMPACT:
None
TablesAttachments:
Business
Opioid Settlement Update25-570
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Board of Commissioners Meeting Agenda September 15, 2025
INFORMATION CONTACT:
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Receive information from staff .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As part of the Opioid Settlement Funds, Union County is required to
conduct a strategic plan every three to four years . The county’s first
strategic plan covered FY2023 - FY2026. The strategic planning process
for FY2027 - FY2031 is about to begin. Staff will provide the board with a
quick update on the current plan, funding, and a schedule for the next
strategic planning process .
FINANCIAL IMPACT:
None.
County Manager's Comments
Commissioners' Comments
Adjournment
Page 14 of 14
15
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-587 Agenda Date:9/15/2025
TITLE:..title
Closed Session
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Enter into Closed Session pursuant to NCGS 143-318.11.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Enter into Closed Session for the following purpose(s):
1) pursuant to G.S. 143-318.11(a)(3), to consult with an attorney in order to preserve the attorney-
client privilege; and
2) pursuant to G.S. 143-318.11(a)(4), to discuss matter relating to the location or expansion of
industries or other businesses in the area served by the public body, including agreement on a
tentative list of economic development incentives that may be offered by the public body in
negotiations; and
3) pursuant to G.S.143-318.11(a)(5), to establish, or to instruct the public body’s staff or negotiating
agents concerning the position to be taken by or on behalf of the public body in negotiating the price
and other material terms of a contract or proposed contract for the acquisition of real property by
purchase, option, exchange, or lease.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/10/2025Page 1 of 1
powered by Legistar™16
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 9/9/2025Page 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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TASK ORDER: 8678-03 – Waxhaw South Sanitary Sewer Replacement & Rehabilitation Final Design
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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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TASK ORDER: 8678-03 – Waxhaw South Sanitary Sewer Replacement & Rehabilitation Final Design
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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 $196,000
6.1.2 For Lump Sum (LS) Fee work, a percentage of the Lump Sum Fee
will be billed on the last day of each month. The percentage billed
will be the percentage of work estimated to be completed as of the
day of billing.
6.1.3 For per diem (hourly not to exceed) work, the ENGINEER will bill
the OWNER based on the rates shown in Attachment A – Hourly
Fee Estimate, included and referenced herein.
6.1.4 Additional Services. The OWNER shall pay the ENGINEER for
additional services, which are not specifically called for in Part 2.0,
Scope of Services, in accordance with the ENGINEER’s standard
rates.
6.1.5 Premium Rate Adjustment. Should OWNER request an accelerated
schedule requiring ENGINEER to work overtime hours, then a 1.25
premium rate adjustment shall be applied to current hourly rates
or lump sum fees as appropriate. Accelerated schedule and
premium rate adjustment shall be approved as part of
compensation at time of contract execution or by written
amendment.
*
*Additional Services will only be incurred and paid upon written
authorization from OWNER in accordance with Part 3.0 herein.
Int ______
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This Task Order is executed on this day of .
OWNER: ENGINEER:
UNION COUNTY W.K. Dickson & Co., LLC. d/b/a Ardurra Group
NORTH CAROLINA North Carolina
By: By:
Name: Brian W. Matthews Name: Jeremy L. Brashears, PE
Title: County Manager Title: Client Services Director
Address: 500 N. Main Street, Ste 600 Address: 1213 W. Morehead Street, Ste 300
Monroe, NC 28112 Charlotte, NC 28208
Approved as to Legal Form: This instrument has been preaudited in the manner
required by the Local Government Budget and
Fiscal Control Act.
Deputy Finance Officer
BTI
32
Budget TableArdurraWaxhaw South Sewer Replacement & Rehabilitation Final DesignLabor CategoryOther Direct Costs - detailALLTotals196,000$ 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 133
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-571 Agenda Date:9/15/2025
TITLE:..title
Budget Amendment - Contributions to East Fork Twelve Mile Creek Flood Analysis Design and Cost
Estimate Study
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Adopt Budget Amendment #2 to recognize, receive, and appropriate contributions from Indian Trail
and Wesley Chapel to perform limited area East Fork Twelve Mile Creek Flood Analysis Design and
Cost Estimate study.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County will receive $20,000 from Indian Trail & Wesley Chapel for contributing to a stormwater
study. The County is using $10,000 of our funding toward this, which is already budgeted.
FINANCIAL IMPACT:
$20,000 for Stormwater Study.
Union County, NC Printed on 9/5/2025Page 1 of 1
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BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
Intergovernmental Revenue 20,000
Professional Services 20,000
Explanation: To recognize, receive and appropriate contributions from Indian Trail and Wesley Chapel to perform limited area East Fork
Twelve Mile Creek Flood Analysis Design and Cost Estimate Study
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10120220-5381 Professional Services 20,000 10120220-4290 Dept Intergov Receipts 20,000
Total 20,000 Total 20,000
Prepared By JP
Posted By
Date Number 2
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
General Fund Lee Jenson
FY 2026 August 11, 2025
35
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 FY2027 Combined Capital Grant, FY2027 5311 Administrative
(Non-Urbanized Area Formula Program) and 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:
Authorize the County Manager to submit the associated grant applications and make necessary
assurances and certifications associated with the grant applications as substantially consistent with
this agenda item, which includes the authorization to execute documents, or delegate electronic
execution of documents when use of the federal award management system is required, related to
award of the grants and budget funds as appropriate.
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda Item # 25-537 - Conducted Public Hearing - FY2027
Combined Capital Transportation Grant Application.
September 2, 2025, Regular Meeting, Agenda Item # 25-538 - Conducted Public Hearing - FY2027
5311 Administrative Transportation Grant Application.
September 2, 2025, Regular Meeting, Agenda Item # 25-535 - Conducted Public Hearing - FFY23,
24, & 25 5307 Urbanized Area Formula Funding Grant Application.
BACKGROUND:
Union County is seeking funding through three federal grant programs-Combined Capital, 5311
Administrative, and 5307 Urbanized Area Formula-to support the continued provision of public
transportation services that are accessible to the general public on a regular and ongoing basis.
These grants support both rural and urban transit operations and infrastructure, ensuring the County
can maintain, operate, and expand its transportation services to meet current and future needs.
Combined Capital Program (FY2027)
The Combined Capital Grant provides financial assistance for the replacement of public
transportation vehicles and other capital needs. This program utilizes federal funds from Sections
5311, 5307, and 5339, enabling community transportation systems like Union County Transportation
to consolidate their capital needs into one application. The funding will reimburse costs for
replacement vehicles that have met NCDOT’s useful life threshold of 100,000 miles, including
conversion vans, lift vans, minivans, and Light Transit Vehicles (LTVs). It also covers other capital
expenditures such as required NCDOT vehicle lettering, radio equipment, and bi-fuel conversions.
Union County, NC Printed on 9/10/2025Page 1 of 3
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File #:25-556 Agenda Date:9/15/2025
For FY2027, Union County is requesting funding for the replacement of three (3) 22’ LTVs with
wheelchair lifts, totaling $427,701. The breakdown includes:
·Federal Share (80%): $342,160
·Local Share (up to 20%): $85,541
o If State funding (10%) of $42,770 is awarded, the local share would be reduced to
$42,771.
The application is due October 6, 2025, and covers the performance period from July 1, 2026 - June
30, 2027. Vehicles will be procured via North Carolina State contracts or in accordance with
applicable procurement laws.
5311 Administrative Grant (FY2027)
The 5311 Administrative Grant, under the Non-Urbanized Area Formula Program, supports
administrative costs related to public transportation in rural areas. Funds are used for planning
activities, administrative personnel, compliance, and coordination with other transit services. Union
County's application does not include operational funding and is solely for administrative expenses.
For FY2027, Union County is requesting $276,529, with the following cost share:
·Federal Share (80%): $221,223
·State Share (estimated 5%): $13,826
·Local Share (15%): $41,480
o If State funds are unavailable, the local share would increase to 20% ($55,306).
The grant performance period is July 1, 2026 - June 30, 2027, and the application will be reviewed
and recommended for funding by the County’s NCDOT Mobility Specialist and the NC Board of
Transportation.
5307 Urbanized Area Formula Program (FFY23-FFY25)
The 5307 Program provides capital and operating assistance for transit services in urbanized areas.
Eligible expenses include operations, planning, preventive maintenance, paratransit services,
security and safety upgrades, and facility improvements. Union County, as part of the Charlotte
urbanized area, receives 5307 funding through a regional formula established by the Charlotte Area
Transit System (CATS) and approved by the Charlotte Regional Transportation Planning
Organization (CRTPO).
Based on the current distribution formula Union County will receive up to:
·$2,041,740 in Federal 5307 funds from FFY23.
·$2,353,090 in Federal 5307 funds from FFY24.
·$2,402,267 in Federal 5307 funds from FFY25.
This funding will be used for both operating expenses, which require a 50% local match, and capital
expenses, which require a 20% local match.
The 5307 Grant will result in an award of Federal Fiscal Year (FFY) 2023, (FFY) 2024, and (FFY)
Union County, NC Printed on 9/10/2025Page 2 of 3
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File #:25-556 Agenda Date:9/15/2025
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:
1. Combined Capital Grant
·Total Request: $427,701
·Federal Share (80%): $342,160
·State Share (Estimated 10%): $42,770*
·Local Share (Max 20%): $85,541*
2. 5311 Administrative Grant
·Total Request: $276,529
·Federal Share (80%): $221,223
·State Share (Estimated 5%): $13,826*
·Local Share (Max 20%): $55,306*
3. 5307 Urbanized Area Formula (FFY23-FFY25)
·Total Request: $6,797,097
·Federal Share: $4,178,652
·State Share: Not Applicable
·Local Share: $2,618,445
*Local share may decrease if State funds are awarded.
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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 funds.
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
39
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
40
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
41
FY27 LOCAL SHARE CERTIFICATION FOR FUNDING Page 2 of 2
Last Updated: 03/05/2025
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
42
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-588 Agenda Date:9/15/2025
TITLE:..title
Grant Application - North Carolina Agricultural Manufacturing & Processing Initiative
INFORMATION CONTACT:
Andrew Baucom, Agricultural Services, Extension Director, 704-283-3738
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant application as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The North Carolina General Assembly established the North Carolina Agricultural Manufacturing and
Processing Initiative (“NCAMPI”) as part of the state’s FY 2023-24 budget legislation and amended
by S.L. 2024-1 and further amended by S.L. 2025-26i.
The Initiative is to be administered by the North Carolina Department of Agriculture and Consumer
Services (“Department”). The purposes of the program include:
1. Provide support for agricultural manufacturing and food processing opportunities that increase jobs
and local property tax bases across the state and/or reduce costs and increase profit options for
North Carolina farmers and growers.
2. Identify and assess opportunities to increase value-added processing of commodities produced in
the state and fill geographic and commodity gaps across the state.
3. Market and recruit facilities to fill such gaps and meet such opportunities.
4. Support eligible entities with funding for eligible costs necessary to create or expand agricultural
manufacturing facilities and projects related to increased demand for agricultural products.
FINANCIAL IMPACT:
$1.5 million to support the Union County Food Innovation Center site development.
Union County, NC Printed on 9/10/2025Page 1 of 1
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1 | Page
North Carolina Agricultural Manufacturing and Processing Initiative
(NCAMPI)
Helene Grant Proposal Application
Deadlines
The NCAMPI applications will be accepted on a rolling basis. The review, due
diligence and decision to award or not award will take some time. An application that
is correctly and fully completed will enable the process to be as efficient as possible.
Potential applicants are invited to contact the N.C. Department of Agriculture and
Consumer Services (NCDA&CS) to discuss the proposal ahead of the application to
ascertain fit and other guidance. Potential applicants are asked to email our office at
ncampi@ncagr.gov.
Public Records
Applications, attachments, and other written materials received by the Department are
subject to the public records law. NCDC&CS is subject to the same economic
development confidentiality standards as other state agencies. Documents that are the
confidential trade secrets of a private entity should be clearly marked as such.
Guidelines
The guidelines and supporting documents for the NCAMPI can be found here.
I. Applicant Information
Must select the entity type below with whom the grant will be administered:
Local Government (infrastructure)
Agricultural Manufacturing Facility
State: Postal Code:
Name of Local Gov. for Infrastructure:
Mailing Address:
City:
County:
Date of Incorporation:
Federal Tax Identification/EIN:
Website:
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2 | Page
Organization Contact Information:
Prefix:
First Name:
Last Name:
Title:
Telephone:
Email:
Organization Project Contact Information:
Prefix:
First Name:
Last Name:
Title:
Telephone:
Email:
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3 | Page
II.Agricultural Manufacturer (Company Name)
Company Name:
Mailing Address:
City: State:Postal Code:
County:
Physical Address/Project Location:
City: State:Postal Code:
County:
Date of Incorporation:
Federal Tax ID/EIN:
Website:
Agricultural Manufacturer (Company) Contact Information
Prefix:
First Name:
Last Name:
Title:
Telephone:
Email:
46
4 | Page
III.Project Information Project Title:
This may be the project name used for economic development purposes.
Grant Request Amount:
Total Project Cost:
Note: total grant request amount cannot exceed the lesser of 50 percent of the project
cost or $5,000,000
Project Start Date:
Project End Date:
Note: The Applicant must be able to demonstrate the financial capacity to carry out
the project should the grant be awarded.
Project Description – Summary
Text box of up to 100 words that should include the name of the applicant
organization, all partners involved in the project, a description of project tasks, a
description of the anticipated outcomes, and expected benefits to NC farmers and/or
growers (basically the elevator pitch)
47
5 | Page
Expected Benefits Please check all that apply:
Job Creation
Increased Wages
Private Capital Investment
Reduced Farmer/Grower Costs
Increased NC Farmer/Grower Production
Increased Pricing Value for NC Agricultural Products
Other (please specify):
In 250 words or less (total), explain how each of the checked benefit categories will
apply.
48
6 | Page
Geographic Impact
Please list the county where the project will be housed:
Alexander, Alleghany, Ashe, Avery, Buncombe, Burke, Cabarrus, Caldwell, Catawba,
Cherokee, Clay, Cleveland, Forsyth, Gaston, Graham, Haywood, Henderson, Iredell, Jackson,
Lee, Lincoln, Macon, Madison, McDowell, Mecklenburg, Mitchell, Nash, Polk, Rowan,
Rutherford, Stanly, Surry, Swain, Transylvania, Union, Watauga, Wilkes, Yadkin, Yancey, or
OTHER
Please list county or counties that have farmers or growers that will directly and
substantially benefit from the project:
Alexander, Alleghany, Ashe, Avery, Buncombe, Burke, Cabarrus, Caldwell, Catawba,
Cherokee, Clay, Cleveland, Forsyth, Gaston, Graham, Haywood, Henderson, Iredell,
Jackson, Lee, Lincoln, Macon, Madison, McDowell, Mecklenburg, Mitchell, Nash, Polk,
Rowan, Rutherford, Stanly, Surry, Swain, Transylvania, Union, Watauga, Wilkes, Yadkin,
Yancey
Please describe the presence and concentration of the agricultural product to be
utilized or enhanced by this project:
Project Description (Main Body)
In not more than 1,200 words, please provide more detail on the project, background
information and funding priorities. Main points covered should include:
•What is the purpose of the project? Who are the partners involved in the project?
•What gaps are facing NC farmers/growers will this project address?
•What are the outcomes expected relevant to NCAMPI goals?
•Will the project benefit small and/or mid-sized farming and growing operations?
•How will this project benefit farmers, growers, and others negatively affected by
Hurricane Helene?
•How will this project use atmosphere controls? (if this answer is “not at all” the project
is not eligible for this round of funding)
•Who are the beneficiaries?
•How long the project take?
•How will you define and measure success?
Note: Enter on next page
49
7 | Page
50
8 | Page
Project Measurement
Please describe how you will demonstrate success, using specific, quantifiable, and
measurable outcomes. Data such as NC-101 forms to show job creation or county
agriculture statistics to demonstrate increased production would be examples of such
metrics.
Such measures may use output (100 farmers sold product to this facility) or outcome
measures (those farmers gained $x in income from this new market).
Note: Enter on next page
Project Tasks
Please list the tasks that need to be completed for project success and the time frame
for each task.
1.
2.
3.
51
9 | Page
•Other relevant information
•Feasibility studies
•Site plans/architectural drawings
•Photos
•Equipment specifications
•Letters of Support
Project Budget
Please complete the NCAMPI Budget Worksheet.
Signatures
Organization Chief Executive:
Organization Board Chair:
IV. Attachments
•Applicant Most Recent Financial Statement, preferably audited (if localgovernment)•List of Applicant Board Members (if local government)•Letter or Resolution of Support from Applicant Board of Directors•NCAMPI Budget Worksheet
Three years of financial statements for Agricultural Manufacturer that will benefit
directly from the project (Income Statement, Statement of Cash Flows, Balance Sheet)
may be marked as confidential/trade secret for nonpublic companies. These
documents may be sent directly to ncampi@ncagr.gov. Please include the Project
Name in the communication.
52
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
54
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
55
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
56
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
57
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
58
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
59
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
60
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
61
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
62
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
63
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™64
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.65
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.66
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
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Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
001 TAX $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
68
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
69
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:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant application as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
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
Union County, NC Printed on 9/10/2025Page 1 of 2
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File #:25-563 Agenda Date:9/15/2025
of the community.
FINANCIAL IMPACT:
Union County anticipates requesting approximately $200,000 in federal funding, with a 20% local
match ($40,000) to be contributed from in-kind staff hours, general fund reserves, and ARPA recovery
funds.
Union County, NC Printed on 9/10/2025Page 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 0.02 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 406002 at 0.50 FTE) and the other as an
Administrative Professional II (position 424500 at 0.48 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 0.02 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 9/10/2025Page 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 #:25-586 Agenda Date:9/15/2025
TITLE:..title
Appointment of Commissioners to Boards & Committees - Charlotte Regional Transportation
Planning Organization
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint Chair Melissa Merrell as an Alternate Member to the Charlotte Regional Transportation
Planning Organization (CRTPO).
PRIOR BOARD ACTIONS:
December 16, 2024, Regular Meeting, Agenda Item # 24-851 - Appointed Vice Chair Brian Helms
and Commissioner Gary Sides as Alternate to CRTPO.
BACKGROUND:
On December 16, 2024, the Board of Commissioners appointed Vice Chair Brian Helms to serve as
a member of the Charlotte Regional Transportation Planning Organization along with Commissioner
Gary Sides as an alternate member. This action would add Chair Melissa Merrell as an alternate
CRTPO member.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/10/2025Page 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 #:25-573 Agenda Date:9/15/2025
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on the Consent Agenda.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Draft minutes have been provided to the Board of Commissioners for review and approval.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/10/2025Page 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
76
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
77
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
78
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
79
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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Communications
Monthly Report
August 2025
81
Departments
Supported
Projects
Completed
Top Projects
19100
This internal campaign introducing a new Wellness
Committee and new wellness program included
several communication projects to share about the
enhancements with employees, as well as
coordination with multiple departments.
Wellness Committee &
Wellhub Launch
A boil water notice for the City of Monroe's water
utility prompted emergency communications on
behalf of Public Health. A strong collaboration
across multiple departments resulted in quick
messaging to various audiences including media,
residents and Union County Water customers to
confirm the County's system was not impacted.
Public Health
Communications Due
to Boil Water Notice
In mid-August, the Tax Administration oce mailed
property tax bills—or courtesy statements for those
who escrow—to property owners, including details
on due dates and payment options. Following the
state-mandated property reappraisal, additional
communications were provided to ensure clarity
and transparency for taxpayers.
Property Tax Bill Mailing
August 2025 82
Engagement rate is calculated by dividing the total number of interactions on a post (likes, comments, shares, clicks) by the total number
of impressions that post received, then multiplying by 100 to get a percentage. Impressions are the number of times a user sees a post.
Reach refers to the total number of individuals who saw a specific post on social media.
Total Followers
Social Media
Top Posts
Sprout
Automated Webchat
Residents
Engaged
Total
Communications
Per Month
Let’s Chat
Website Visits
unioncountync.gov
Top WebpagesTop Search Terms
Website
437,915
11%
vs.
previous month
Facebook
24.8% Engagement Rate
73,260 Reach
Instagram
7.2% Engagement Rate
2,080 Reach
LinkedIn
8.6% Engagement Rate
1,917 Impressions
42,397
745
1,034
Pay My Water Bill
GIS & Mapping
Taxes & Property
Passport
Property Tax
Careers
Inmate
Job
August 2025 83
unioncountync.gov
Creative Highlights
Video Engagement
CompletedReceived
Public Records Requests Media Interactions
YouTube
Househole Hazardous
Waste Event
269 Views
6.4 Hours Watch Time
Instagram
Rest Easy Camden
2,080 Views
Facebook
Rest Easy Camden
16,304 Views
205265
UC Atlas GraphicsEmployee Speaker Series
Hero Banner Wastewater System
Performance Summary
Wastewater System
Performance Summary
Fiscal Year 2024-2025
August 2025 84
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-582 Agenda Date:9/15/2025
TITLE:..title
Wastewater Treatment Capacity - Monthly Update
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information only
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely monitoring the wastewater treatment capacities at our Water
Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the
Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular
updates. Plant flow information through August 2025 is summarized in the attached table.
Twelve Mile Creek
·Percent of Actual Flows = 70.6%
·Percent of Actual + Permitted Flows = 90.0%
·Actual Flows (MGD)= 5.298
·Actual + Permitted Obligated Flows (MGD)= 6.749
Crooked Creek
·Percent of Actual Flows = 60.9%
·Percent of Actual + Permitted Flows = 93.0%
·Actual Flows (MGD)= 1.158
·Actual + Permitted Obligated Flows (MGD)= 1.767
Olde Sycamore
·Percent of Actual Flows = 26.7%
·Percent of Actual + Permitted Flows = 26.7%
·Actual Flows (MGD)= 0.040
·Actual + Permitted Obligated Flows (MGD)= 0.040
Tallwood
·Percent of Actual Flows = 44.0%
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File #:25-582 Agenda Date:9/15/2025
·Percent of Actual + Permitted Flows = 44.0%
·Actual Flows (MGD)= 0.022
·Actual + Permitted Obligated Flows (MGD)= 0.022
Grassy Branch
·Percent of Actual Flows = 90.0%
·Percent of Actual + Permitted Flows = 92.0%
·Actual Flows (MGD)= 0.045
·Actual + Permitted Obligated Flows (MGD)= 0.046
In addition to the wastewater treatment capacities, flow volumes associated with development
projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek
WRF service areas are provided for information as well. Development flow volumes through August
2025 are summarized in the attached tables.
FINANCIAL IMPACT:
None
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Water Reclamation Facility Flows
WRF
Permitted
Capacity
(MGD)
Actual
Average
Daily Flow1
(MGD)
Percent
of Actual
Flow
Used
Actual +
Permitted
Obligated
Flows (MGD)
Percent of
Permitted
Flow Used
Actual
Rainfall
(in)
Twelve Mile Creek 7.5 5.298 70.6% 6.749 90.0% 7.3
Crooked Creek 1.9 1.158 60.9% 1.767 93.0% 10.5
Olde Sycamore 0.15 0.040 26.7% 0.040 26.7% 9.8
Tallwood 0.05 0.022 44.0% 0.022 44.0% 8.2
Grassy Branch 0.05 0.045 90.0% 0.046 92.0% 10.0
1Based on a 12-month rolling average.
Development Flows
12-Mile Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.091
Engineering Plan Review 13 0.625
Sketch Plan Review 14 0.528
Totals 30 1.244
Crooked Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 4 0.078
Engineering Plan Review 4 0.145
Sketch Plan Review 7 0.172
Totals 15 0.395
87
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-570 Agenda Date:9/15/2025
TITLE:..title
Opioid Settlement Update
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Receive information from staff.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As part of the Opioid Settlement Funds, Union County is required to conduct a strategic plan every
three to four years. The county’s first strategic plan covered FY2023 - FY2026. The strategic planning
process for FY2027 - FY2031 is about to begin. Staff will provide the board with a quick update on
the current plan, funding, and a schedule for the next strategic planning process.
FINANCIAL IMPACT:
None.
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