Chair & Vice Chair Review Draft Agenda Package 6-Oct-25Monday, October 6, 2025
6:00 PM
Union County, NC
Union County Government Center
500 North Main Street
Monroe, North Carolina
Meeting Agenda
Board Room, First Floor
Board of Commissioners
Chair Melissa Merrell
Vice Chair Brian Helms
Commissioner Clancy Baucom
Commissioner Christina Helms
Commissioner Gary Sides
Visitor Advisory
Due to construction on the first floor of the UC Government Center, the primary
entrance off Main Street Plaza is closed. Throughout construction, visitors
should follow signage to enter or exit the facility. For meetings of the Board of
County Commissioners, two temporary entrances will be available. Meeting
attendees may enter via Main Street Plaza (near the intersection of W. Crowell St.
and N. Stewart St.) or via the ground floor of the Government Center (off N. Church
St.). To learn more about the project or view a project map,
visit ucgov.info/PardonOurProgress.
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Board of Commissioners Meeting Agenda October 6, 2025
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Commissioner Gary Sides
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Public Hearing - Rezoning Petition CZ-2025-007 Rodriguez25-593
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This petition is requesting to rezone one parcel totaling two acres
appearing on the tax map as tax parcel 09-128-014R located on
Pageland Highway from RA-40 to Light Industrial (LI) with Conditions in
order to build a warehouse and storage yard for a telecommunications
business. The rezoning will include the following conditions :
1)Limited to site plan dated July 21, 2025
2)Uses limited to office and warehouse
3)Five-year vesting of development rights
4)Development will meet all requirements of the Union County Unified
Development Ordinance on the date of approval
The Land Use Board unanimously recommended approval of this petition
at its September 16, 2025, meeting. One person spoke against the
rezoning, noting industrial uses adjacent to residential .
If the Board wishes to vote on this rezoning, it can consider the following
motions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS
CONSISTENT WITH THE CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and (ii) adopt the consistency and
reasonableness statement for approval .
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS
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Board of Commissioners Meeting Agenda October 6, 2025
INCONSISTENT WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2025-007 from David Rodriguez; and (ii)
adopt the consistency and reasonableness statement for denial .
FINANCIAL IMPACT:
None.
Public Hearing - Rezoning Petition CZ-2025-008 Union Power25-595
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
January 22, 2019, rezoning of site to RA-200 with Conditions
BACKGROUND:
This case is requesting to rezone one parcel totaling 161.1 acres
appearing on the tax map as tax parcel 02-202-008 along Mills Harris
Road from RA-200 CZ to RA-200 CZ with Amended Conditions in order
to construct an electrical substation . This property is the Sheriff ’s
Department Training Facility, and the land for the substation will be
leased from Union County. The rezoning will include the following
conditions:
1)Limited to approved site plan
2)Uses limited to electrical substation
3)Five-year vesting of development rights
4)Development will meet all requirements of the Union County Unified
Development Ordinance on the date of approval
The Land Use Board unanimously recommended approval of the
rezoning petition, citing lack of impacts on rural character and meeting
requirements for a special use permit .
No one spoke against the petition at the Land Use Board meeting .
FINANCIAL IMPACT:
None.
Public Hearing - Step 2 Economic Development Incentive Grant
Request to Safe Fire Detection, Inc. (Project Smokey)
25-604
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Hold Public Hearing.
PRIOR BOARD ACTIONS:
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Board of Commissioners Meeting Agenda October 6, 2025
None.
BACKGROUND:
The Union County Economic Development Department started
conversations with Safe Fire Detection, Inc under codename Project
Smokey in 2023 about the potential relocation of their manufacturing
operation from Indian Trail, NC, to a 10-acre parcel located within the
Piedmont Innovation Industrial Park off Goldmine Road . The company is
considering the purchase of 10-acres, the construction of a 40,000
square foot manufacturing facility, and the purchase and installation of
new production equipment . Total capital investment is approximately
$10,000,000.
Safe Fire Detection, Inc . is a manufacturer of advanced fire detection
systems for several key industry sectors including nuclear power, electric
utilities, Petro-chemical, and space exploration . The company opened its
doors in 1985 in Indian Trail. They have grown to employ 25 people, of
whom 16 are Union County residents.
The company is at capacity at its current location and needs a building
and land large enough to accommodate future business growth . The
purchase of 10-acres of Union County-owned land in the Piedmont
Innovation Park and the construction of a 40,000 SF facility would satisfy
growth needs for years to come .
Based on the anticipated capital investment, it is proposed that the Board
award a STEP 2 Economic Development Incentive Grant in an
amount-not-to-exceed $141,000 paid over a 5-year period beginning in
FY 2028. The value of the incentive grant will be based upon appraised
value each year as appraised by the Union County Tax Administration
Office. This grant is based on the company ’s projected investment of
approximately $10,000,000 in land, new building construction, and
purchase and installation of new manufacturing equipment over the grant
period, but not less than $2,000,000. Based on its projected investment
in Union County, the current tax rate, and assuming a consistent
assessed value with no depreciation, the company will pay estimated ad
valorem taxes on the new taxable investment in the amount of $217,000
over the grant period . Actual tax revenue for the County will be based on
the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the
depreciation schedule and the timing of the investments .
The grant is also contingent upon the company retaining its current
number of employees located within Union County and creating a
minimum of 10 new full-time jobs.
FINANCIAL IMPACT:
The project, if brought to Union County, would have an economic
development incentive grant in an amount-not-to-exceed $141,000 but
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Board of Commissioners Meeting Agenda October 6, 2025
would generate approximately $217,000 in ad valorum taxes over the
5-year grant period . Actual tax revenue for the County will be based on
the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the
depreciation schedule and the timing of the investments .
Staff Recognition
Popular Annual Financial Report Award25-600
INFORMATION CONTACT:
Beverly Liles, Finance Director, 704-283-3675
ACTION REQUESTED:
Recognize Finance Staff for this Award .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Government Finance Officers Association is pleased to announce that
Union County has received GFOA ’s Award for Outstanding Achievement
in Popular Annual Financial Reporting (PAFR Award) for its Popular
Annual Financial Report for the fiscal year ended June 30, 2024.
The Award represents a significant achievement by the entity . In order to
be eligible for the PAFR Award, a government must also submit its annual
comprehensive financial report to GFOA ’s Certificate of Achievement for
Excellence in Financial Reporting Program and receive the Certificate for
the current fiscal year. Each eligible report is reviewed by judges who
evaluate the report based on the following categories : reader appeal,
understandability, distribution methods, creativity and other elements .
Government Finance Officers Association (GFOA) advances excellence
in government finance by providing best practices, professional
development, resources, and practical research for more than 25,000
members and the communities they serve .
FINANCIAL IMPACT:
None.
Service Award Recognition25-603
INFORMATION CONTACT:
Jennifer Davis, Human Resources, Assistant Director, 704-283-3803
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for
Q3 including July, August & September .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time
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Board of Commissioners Meeting Agenda October 6, 2025
continuous service at the following intervals : 5 years, 10 years, 15 years,
20 years, 25 years, 30 years of service and beyond . We would like to
recognize the following employees for their service with Union County
Local Government.
FINANCIAL IMPACT:
None.
Consent Agenda
Purchase - Intercom/Door Controls25-596
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff ’s Office, Business Manager,
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:
he Union County Detention Center contracts with Black Creek Integrated
Systems Corp. to service intercom and door control services within the
facility. This contract has been in existence since 2011 when the system
was initially installed. Since that time, there have been no
hardware/software upgrades to the system . The current system is
severely outdated and has begun to see critical failures that pose serious
safety and security concerns for the facility . Inability to utilize intercoms
and/or door controls would not allow for contact with inmates and staff in
the event of an emergency. The Union County Sheriff ’s Office is
requesting $665,063.87 in funds to acquire the software /hardware
needed to update the current system, allowing it to perform to the ability
needed.
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 Intercom /Door Control Services will be made using Group
Purchasing Program OMNIA Partner IT Products and Services contract
#23-6692-03 as quoted by Insight Public Sector, Inc .
FINANCIAL IMPACT:
The anticipated cost for the Intercom /Door Control Services is
$665,063.87 and is budgeted accordingly for FY 2026.
Contract - Landscape Restoration Services25-609
INFORMATION CONTACT:
Christopher Clark, UC Water - Water & Wastewater Operations, Director,
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Board of Commissioners Meeting Agenda October 6, 2025
704-296-4215
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 Water' maintains and operates over 1,000 miles of water
system infrastructure and over 700 miles of wastewater infrastructure . A
large portion of the combined 1700+ miles of piping is located near
roadway shoulders, and both residential and commercial areas . Once
water/sewer lines are repaired due to age, material, pressure, third-party
damage, etc., numerous restoration activities may be required to take
place. The activities include compaction, landscaping, and sod repairs,
among others. Due to this service requiring a very specific skill set and
potential scheduling implications, this restoration service has been
conducted by industry professionals . This effort has shown a great
improvement in customer service by reducing the time required to restore
yards, roadway areas, and commercial property .
The Procurement Department partnered with Union County Water to
issue a Request for Proposals RFP 2025-024 Landscape Restoration
Services . On June 5, 2025 , one proposal was received and reviewed by
an evaluation team in accordance with applicable evaluation criteria for
this project. As a result, the team requests approval to enter into a
contract with the top scoring/ranked preferred offeror, Locust Property
Management, LLC , to provide landscape restoration services . This
contract has an initial term of three years with two one-year renewal
options at the sole discretion of the County and is subject to annual
budget appropriation .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $300,000. Since this
contract contains an initial term of three years, with two one-year renewal
options, a total of $1,500,000 is estimated to be spent. Funding is
available in the adopted FY26 budget with future expenditures subject to
annual BOCC budget appropriation .
Public Health Clinical Service Fee Recommendations25-578
INFORMATION CONTACT:
Traci Colley, Human Services Agency, Public Health Director,
704-296-4801
ACTION REQUESTED:
Review and approve requested fees to be added to the Human Services
Agency’s Department of Public Health Fee Schedule .
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Board of Commissioners Meeting Agenda October 6, 2025
BACKGROUND:
In accordance with G.S. 130A-39(g), which allows local public health
departments to implement fees for services rendered, the Union County
Human Services Agency’s Department of Public Health, with the approval
of the Union County Consolidated Human Services Agency Board and
the Board of County Commissioners, may implement specific fees for
services. Medical clinic fees are established at the standard Medicaid rate
plus 30%. Any fee without a standard Medicaid rate is established at the
commercial rate plus 30%.
Approval to adopt fees the following CPT Code(s) is requested:
Local Use Tuberculosis Questionnaire (LUTBQ) - Tuberculosis Risk and
Screening Questionnaire : $10.00
Fee for nurses' evaluation and screening of patients to certify the
absence of tuberculosis risk or symptoms . Used when skin testing is
deferred due to patients' positive test history or shortage of PPD solution .
This is a new flat fee to be paid by patients . It is not a “sliding” fee.
88305 - Biopsy of tissue pathological examination : $109.43
Laboratory examination of biopsied specimens to identify abnormal
cellular changes including precancerous or cancerous lesions collected
during colposcopy procedures . This is a new fee. The current Medicaid
rate for this service is $84.15.
J0561- Penicillin G benzathine, per 100,000 units, injection (Bicillin L-A):
$38.09
Intramuscular antibiotic injection for treatment of specified infections . This
is an increase to an existing fee due to a change in the Medicaid rate .
The current Medicaid rate for this service is $29.30.
The Public Health Management team reviewed the fees and approved
recommendation of this requested BOCC action at its September 3, 2025
meeting and the Consolidated Human Services Agency Board (CHSB)
approved recommendation of this requested BOCC action at its
September 8, 2025 meeting.
FINANCIAL IMPACT:
The revenue generated by the requested fee(s) will assist the Human
Services Agency’s Department of Public Health in covering associated
clinical costs.
Budget Amendment - Social Services Emergency Placement Funds25-592
INFORMATION CONTACT:
Ashley Lantz, Human Services Agency - Social Services, Director,
704-296-4380
ACTION REQUESTED:
1) Recognize, receive, and appropriate $13,457 in additional funding from
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Board of Commissioners Meeting Agenda October 6, 2025
the NCDHHS Division of Social Services and 2) approve Budget
Amendment #7.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
To help address ongoing challenges in securing treatment placements for
children in DSS custody with complex behavioral health needs, NCDHHS
DSS reallocated $1,237,010 in unused Emergency Placement Funds
associated with the behavioral health investment from the 2023
Appropriations Act to the DSS Emergency Placement Fund .
Each county will receive a base amount of $10,000 and the remainder of
the funds will be allocated based on each county ’s percentage of the
foster care census. Union County will receive $13,457. If county
expenditures exceed the county ’s allocation, any excess payments will be
county funded.
Emergency Placement Funds are intended to temporarily assist county
departments of social services in addressing identified placement needs
for children in the custody of the agencies who are awaiting a Medicaid
leveled treatment placement. While children await the location of the
placement, these funds can be used to prevent them from staying in a
DSS office and enable local agencies to temporarily provide and arrange
for essential needs of the individual to establish or maintain a placement .
Funds may be used only for youth opened for 109 Foster Care Case
Management Services on a DSS-5027 or in the Child Welfare Information
System to cover client specific costs claimed for purposes of the
following:
1)Maintaining a crisis placement through a contract that pays a
retainer to an identified placement provider who will accept a
temporary emergency placement until the appropriate behavioral
health treatment placement is located .
2)Paying a short-term temporary enhanced rate to an identified
placement provider who is currently or will provide care and
supervision to youth who have behaviors that require an
exceptional level of supervision. For children who are awaiting a
Medicaid leveled treatment placement, these funds can be used to
pay for a placement that will aid in meeting the child ’s immediate
needs. The amount above the board rate will be reimbursed by
submitting the DSS-1571 Part II .
3)Another local solution approved by DHHS as an Approved
Alternative Option, that prevents a child in DSS custody from
spending a night in the DSS office while waiting on the appropriate
treatment placement as approved by NCDSS .
The Emergency Placement Funds are available for use immediately, and
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Board of Commissioners Meeting Agenda October 6, 2025
no prior approval is required except for purposes associated with a local
alternative solution.
FINANCIAL IMPACT:
$13,457 is allocated to the County with no additional County match
required. If County expenditures exceed the allocation, any excess
expenses / payments will be County funded .
Contract - Language Interpretation and Translation Services25-608
INFORMATION CONTACT:
Jackie Morgan, Human Services Agency - Business Operations, Director ,
704-296-4825
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Procurement Department partnered with Human Services to issue
Request for Proposals 2025-021 Language Interpretation and Translation
Services. The translation services will be utilized by both the Health and
Social Services Divisions of Human Services . Previously, each division
had its own separate agreement . On April 29, 2025, twenty-eight
proposals were received and reviewed by an evaluation team in
accordance with applicable evaluation criteria for this project . The top
ranked four firms/vendors were invited to shortlist interview /presentations.
As a result, the team requests approval to enter into a contract with the
top scoring/ranked preferred offeror, MasterWord Services Inc ., to
provide language interpreting and translation services .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $200,000. Since this
contract contains a two-year initial term with three one-year renewal
options, a total of $1,000,000 is estimated to be spent. Funding is
available in the adopted FY26 budget with future expenditures subject to
annual BOCC budget appropriation .
Budget Amendment - Environmental Health25-614
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Public Health Department,
Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $27,255 in additional state
funding from the North Carolina Division of Public Health for
Environmental Health Division staff to address lead in water and
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Board of Commissioners Meeting Agenda October 6, 2025
lead-based paint in public schools and childcare facilities and 2) adopt
Special Revenue Ordinance #92A.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Lead and asbestos are well known to be hazardous to human health and
particularly the health of children, whose bodies are still developing and
who are therefore uniquely vulnerable to the risks posed by lead and
asbestos. Although the use of certain materials containing lead and
asbestos has been banned in the United States, exposure to both lead
and asbestos hazards can still occur in the built environment through
things like deteriorating lead-based paint, lead containing pipes, plumbing
fixtures, and solder that are used to carry drinking water, asbestos ceiling
and floor tiles, asbestos insulation, and other products and materials
containing lead or asbestos. Exposure to lead and asbestos hazards can
be prevented by inspecting facilities and then restricting access to,
remediating, or abating any hazards that are identified through the
inspection process.
This Agreement Addendum (AA 914 - ARPA Addressing Lead in Water
and Lead-Based Paint in Public Schools and Child Care Facilities)
provides funds for Union County Public Health to (1) conduct first draw,
post-remediation water lead samples at schools and childcare facilities
according to proposed administrative rules 10ANCAC 41C .1005; (2).
Conduct follow-up and environmental lead investigations for those
schools and facilities where lead-based paint hazards are identified and
remain unaddressed; (3) documenting all site visits in the North Carolina
Lead Surveillance System (NC LEAD); and (4) document compliance by
the schools and facilities with the inspection requirements in 10A NCAC
41C .1004 during local health department routine visits .
FINANCIAL IMPACT:
The County will receive $27,255 in FY26 funding from the North Carolina
Division of Public Health for the Environmental Health Division of the
Union County Public Health Department to address lead in water and
lead-based paint in public schools and childcare facilities . No County
match is required
Tax Bill Correction Report for August 202525-579
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator,
704-283-3624
ACTION REQUESTED:
Approve Tax Bill Correction Reports for August 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and
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Board of Commissioners Meeting Agenda October 6, 2025
105-325, the Board of County Commissioners is authorized to make and
approve certain changes to property tax records . Approval of such
changes may result in either a release, refund, or discovery of ad valorem
taxes. The attached report provides detailed information on all tax bills
that were modified. Included in the report for each correction is the parcel
number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if
applicable.
FINANCIAL IMPACT:
August Refund amount = $10,249.90
August 2025 NCVTS Motor Vehicle Tax Report25-597
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 August 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:
$1,387.65
Resolution - Surplus Vehicle Sale25-589
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Interim Director,
704-283-3683
ACTION REQUESTED:
Adopt Resolution Authorizing Surplus Property Sale by Internet Auction
which 1) declares the property itemized on Attachment A as “Surplus” to
the needs of Union County, 2) authorizes sale at electronic auction of the
surplus property described in Attachment A as per the terms and
conditions as specified in the online auction service provider contract, and
3) authorizes the Procurement Director or their designee to execute any
and all documents necessary to transfer title to said property on behalf of
Union County.
BACKGROUND:
North Carolina General Statutes allow the disposition of personal property
by local governments through a variety of means including private
negotiations and sale; advertisement for sealed bids; negotiated offer,
advertisement, and upset bid; public auction; or exchange . In 2001, the
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Board of Commissioners Meeting Agenda October 6, 2025
legislature amended the Statues to provide for disposition of property
through electronic auction .
The sale will begin October 8, 2025, at 9:00 AM and end October 21,
2025, with incremental closings as indicated on Attachment A . A
summary of the vehicle information is listed below . Additional vehicle
information can be found on Attachment A .
Facilities and Fleet Management
·(1) 2007 CHEVROLET COLORADO
Union County Water
·(1) 2004 CHEVROLET EXPRESS
·(1) 2004 CHEVROLET C8500
UCSO
·(1) 2002 CHEVROLET SILVERADO 2500
·(1) 2012 DODGE CHARGER
·(1) 2012 FORD F150
Solid Waste
·(1) FORD F150 4X4
Building Code Enforcement
·(1) 2013 FORD F150
The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with
the following terms of sale:
1. Sale to the highest bidder with all sales final .
2. All items sold “as is” with no warranty, expressed or implied, which
extends beyond the description of the item .
3. Purchasers must remove vehicles(s) within ten (10) business days
from the time and date of issuance of the Buyer ’s Certificate.
4. Payment must be made online through the online auction website .
Payment in full is due not later than five (5) business days from the time
and date of the Buyers Certificate . Payment will not be accepted onsite .
FINANCIAL IMPACT:
Estimated revenue is $50,000. The revenue will be returned to the fund
from which the asset came.
Resolution - Donation of Surplus Property to Town of Fairview &
Union County Public Schools
25-613
INFORMATION CONTACT:
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Board of Commissioners Meeting Agenda October 6, 2025
Patrick Niland, County Manager ’s Office, Deputy County Manager,
704-283-3630
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of Certain Surplus Property to
Town of Fairview and Union County Public Schools .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County desires to declare surplus and donate one mower and one
truck to Town of Fairview and two trucks to Forest Hills High School ’s
Automotive and Agriculture programs . In accordance with the notice
requirements of N.C.G.S. 160A-280, public notice of this resolution was
posted on XXXX.
Town of Fairview:
1) Union County Hustler Mower 60" Mowing Deck
2) Union County Vehicle # 30-07: 2007 Ford F150
Union County Public Schools - Forest Hills High School :
1) Union County Vehicle # 36-02: 2002 Ford F250 4x4
2) Union County Vehicle # 04-14: 2014 Ford F250 4x4
FINANCIAL IMPACT:
None.
Travel Policy Revision for International Travel25-601
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Adopt Revised Travel Policy to include language for international travel .
PRIOR BOARD ACTIONS:
Travel Policy was adopted February 17, 2014, and revised on August 14,
2023.
BACKGROUND:
The currently adopted Travel Policy does not include any parameters or
guidelines for international travel . Over the past year Union County has
hired Economic Development employees that travel internationally for
trade shows and other economic development opportunities . Based on
this need Management and Staff are recommending revising the Travel
Policy to include parameters and guidelines for international travel .
FINANCIAL IMPACT:
None.
Contract - Janitorial Services25-606
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director,
704-283-3868
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Board of Commissioners Meeting Agenda October 6, 2025
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:
Facilities And Fleet Management completed an assessment of our
Janitorial Services Contract in FY2025 and concluded that a two-contract
structure would potentially pose a lower risk to the County given the
current state of the janitorial market . A common issue that contractors
face in the market is finding, hiring and retaining quality staff . That issue
has contributed to lower quality of work and inconsistent service delivery .
This request is to approve the second of two janitorial contracts that will
service all general government and UC Water facilities . The Board
previously approved the first of the two contracts at the May 19, 2025,
meeting and the contract went into effect on July 1, 2025. This contract
will include custodial services for approximately 66% of the county’s
general government and UC Water facilities and will go into effect on
November 1, 2025.
The breakdown of the buildings serviced by each of the two custodial
contracts is below:
Contract #1 previously awarded by Board on May 19, 2025, to Citywide:
Buildings serviced include Jefferson Street (leased), Agriculture
Center, Emergency Services, Simpson Event Center, Judicial
Center, UCSO Animal Shelter, UCSO Firing Range, UCSO
Administration Building, Old UCSO Administration Building
Contract #2 (REQUESTED TO BE APPROVED IN THIS AGENDA ITEM)
-
Recommendation to award to Integrity
Buildings to be serviced include Adult Probation (leased), Farmers
Market, Government Center, Historic Courthouse, Historic Post
Office, Human Services, Juvenile Probation (leased), Main
Library/Board of Elections, Marshville Library, Patton Ave,
Progress Building, Southwest Regional Library, UCPS
Administration, Union West Library, 12 Mile Creek, Crooked Creek,
Public Works Operations Center, Yadkin Water Plant .
The Procurement Department partnered with Facilities & Fleet
Management to issue Request for Proposals RFP#2025-056 Janitorial
Services. On July 1, 2025, twenty-six proposals were received and
reviewed by an evaluation team in accordance with applicable evaluation
criteria for this project. The top ranked three firms /vendors were invited to
shortlist interview/presentations. As a result, the team requests approval
to enter into a contract with the top scoring /ranked preferred offeror,
Page 14 of 20
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Board of Commissioners Meeting Agenda October 6, 2025
Integrity National Corporation, to provide janitorial services .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $1,100,558. Since this
contract contains an initial term of two years with three one-year renewal
options, a total of $5,502,790 is estimated to be spent. Funding is
available in the adopted FY26 budget with future expenditures subject to
annual BOCC budget appropriation .
Contract Amendment - Landscaping Services25-607
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director,
704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
1) November 1, 2021, Regular Meeting, Agenda Item #21-346, Approved
initial contract
2) June 6, 2022, Regular Meeting, Agenda Item #22-318, Approved
amendment to add Emergency Services and Sheriff ’s Office
3) November 1, 2024, Regular Meeting, Agenda Item #24-593, Approved
one-year contract renewal
BACKGROUND:
The Facilities & Fleet Management department has utilized the
contractual services of Lawrence Companies, LLC D /B/A Providence
Landscape Group for landscape services since November 1, 2021. The
company has been effective and efficient in meeting our service needs,
and we are requesting to continue this service for an additional one year
and adding the Union County Cemetery on Cresthaven Drive, Monroe,
NC to the service locations.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $494,495.00 and is
budgeted accordingly for FY26.
Contract Renewal - Managed Print Services25-610
INFORMATION CONTACT:
Christopher Liersaph, Information Technology, Assistant Director,
704-292-2520
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 .
Page 15 of 20
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Board of Commissioners Meeting Agenda October 6, 2025
PRIOR BOARD ACTIONS:
September 19, 2022, Regular Meeting, Agenda Item #22-648, Approved
initial agreement
BACKGROUND:
The Information Technology Department has utilized the contractual
services of Sharp Leasing USA Corporation for Managed Print Services
since October 2022. Sthe company has been effective and efficient in
meeting our service needs, and we are requesting to continue this service
for an additional twenty-four Months .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $235,749. Since this
contract renewal contains a two-year term, a total of $471,498 is
anticipated to be spent. Funding is available in the adopted FY 26 budget
with future expenditures subject to annual BOCC budget appropriation .
Budget Amendment - Property & Casualty Internal Service Fund25-612
INFORMATION CONTACT:
Jeff Morgan, Security & Risk Management, Director, 704-292-2679
ACTION REQUESTED:
Approve Budget Amendment #8 to cover the cost to add five locations to
the Pollution Policy.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff recently investigated the process, policies, and procedures in the
event of spills related to county business such as fuel, chemicals from
UCW plants, or other hazardous materials .
During the investigation, it was determined that Union County has a
pollution policy issued by Chubb environmental insurance, which covers
against damages from unintended release of pollutants not normally
covered by liability and property policies . The locations currently covered
by the Chubb policy include Water Treatment Facilities, Wastewater
Treatment Facilities, over 50 wastewater lift stations, hundreds of miles of
wastewater lines, and several water booster stations . This policy offers
coverage in the event of a hazardous spill and offers 24-hour access to
an Environmental Spill Center which will be able to dispatch an
environmental contractor to assist with spill remediation .
Additionally, it was determined that eight sites housing bulk chemicals
(diesel, treatment chemicals, fluids, motor oil, etc.) were not included in
the pollution policy that was put in place July 2023. Three of the locations,
UCW Operations Center, Norwood Intake, and Yadkin WTP were added
at no cost as they were associated with the existing policy . The other five
locations are listed below:
1) Emergency Services - 2330 Concord Avenue
Page 16 of 20
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Board of Commissioners Meeting Agenda October 6, 2025
2) Fleet Services - 610 Patton Avenue
3) Cane Creek Park - 5213 Harkey Road
4) Jesse Helms Park - 1505 Summerlin Dairy Road
5) Sheriff’s Office - 3344 Presson Road
The cost to add the five locations through the remainder of the policy
(July 2026) is $10,619. Budget Amendment #8 appropriates funds from
the fund balance of the Property & Casualty Internal Service Fund to
cover the cost to add these five locations to the Pollution Policy .
FINANCIAL IMPACT:
The cost to add the five locations through the remainder of the policy
(July 2026) is $10,619. Funding is available in the fund balance of the
Property & Casualty Internal Service Fund .
Minutes for Approval25-602
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on Consent Agenda
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board for review and approval at
the October 6, 2025, regular meeting.
FINANCIAL IMPACT:
None
Information Only
Contract Report April – June 202525-585
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Interim Director,
704-283-3683
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Per Section XVIII of the FY 2025 adopted Operating and Capital Budget
Ordinance, the contract report lists executed contracts and purchase
orders that were entered into by the County Manager or Procurement
designee from April through June 2025.
FINANCIAL IMPACT:
As noted on contracts and purchase orders .
Human Resources Reports for August 202525-591
Page 17 of 20
18
Board of Commissioners Meeting Agenda October 6, 2025
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and
retirements for Union County Local Government for the month of August
2025.
FINANCIAL IMPACT:
None.
Tax Refunds, Releases and Prorations Approved by Finance Officer25-598
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a
Resolution Delegating Authority for Tax Releases and Refunds of less
than $100 to Union County's Finance Officer . The resolution and NC GS
105-381(b) require such refunds to be reported to the Board regarding
actions taken on requests for releases or refunds . All such actions shall
be recorded in the Board's minutes . NC GS 105-330.6 authorizes the tax
collector to direct an order for a tax refund of prorated taxes to the county
finance officer related to surrendering of registered motor vehicle plates .
The finance officer shall issue a refund to the vehicle owner . The
attached report is for August 2025 NCVTS releases and refunds less than
$100 and prorations approved by the finance officer .
FINANCIAL IMPACT:
None.
Tax Collector’s Departmental Report for August 202525-599
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
Page 18 of 20
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Board of Commissioners Meeting Agenda October 6, 2025
Collector’s Office for the month of August 2025 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Business
Consider a Step 2 Economic Development Incentive Grant Request
to Safe Fire Detection, Inc. (Project Smokey)
25-605
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
1) Award a Step 2 Economic Development Incentive Grant to Safe Fire
Detection, Inc. (Project Smokey) in an amount not-to-exceed $141,000
over a five-year period; and 2) authorize the County Manager to i)
negotiate and execute an agreement substantially consistent with this
agenda item, ii) exercise any renewal or extension term options set forth
in the Agreement, and iii) terminate the Agreement if deemed in the best
interest of the County, each in the County Manager's discretion .
PRIOR BOARD ACTIONS:
October 6, 2025, Regular Meeting, Agenda Item # 25-604 - Public
Hearing Held
BACKGROUND:
The Union County Economic Development Department started
conversations with Safe Fire Detection, Inc under codename Project
Smokey in 2023 about the potential relocation of their manufacturing
operation from Indian Trail, NC, to a 10-acre parcel located within the
Piedmont Innovation Industrial Park off Goldmine Road . The company is
considering the purchase of 10-acres, the construction of a 40,000
square foot manufacturing facility, and the purchase and installation of
new production equipment . Total capital investment is approximately
$10,000,000.
Safe Fire Detection, Inc . is a manufacturer of advanced fire detection
systems for several key industry sectors including nuclear power, electric
utilities, Petro-chemical, and space exploration . The company opened its
doors in 1985 in Indian Trail. They have grown to employ 25 people, of
whom 16 are Union County residents.
The company is at capacity at its current location and needs a building
and land large enough to accommodate future business growth . The
purchase of 10-acres of Union County-owned land in the Piedmont
Innovation Park and the construction of a 40,000 SF facility would satisfy
growth needs for years to come .
Based on the anticipated capital investment, it is proposed that the Board
award a STEP 2 Economic Development Incentive Grant in an
Page 19 of 20
20
Board of Commissioners Meeting Agenda October 6, 2025
amount-not-to-exceed $141,000 paid over a 5-year period beginning in
FY 2028. The value of the incentive grant will be based upon appraised
value each year as appraised by the Union County Tax Administration
Office. This grant is based on the company ’s projected investment of
approximately $10,000,000 in land, new building construction, and
purchase and installation of new manufacturing equipment over the grant
period, but not less than $2,000,000. Based on its projected investment
in Union County, the current tax rate, and assuming a consistent
assessed value with no depreciation, the company will pay estimated ad
valorem taxes on the new taxable investment in the amount of $217,000
over the grant period . Actual tax revenue for the County will be based on
the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the
depreciation schedule and the timing of the investments .
The grant is also contingent upon the company retaining its current
number of employees located within Union County and creating a
minimum of 10 new full-time jobs.
FINANCIAL IMPACT:
The project, if brought to Union County, would have an economic
development incentive grant in an amount-not-to-exceed $141,000 but
would generate approximately $217,000 in ad valorum taxes over the
5-year grant period . Actual tax revenue for the County will be based on
the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the
depreciation schedule and the timing of the investments .
County Manager's Comments
Commissioners' Comments
Adjournment
Page 20 of 20
21
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-593 Agenda Date:10/6/2025
TITLE:..title
Public Hearing - Rezoning Petition CZ-2025-007 Rodriguez
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This petition is requesting to rezone one parcel totaling two acres appearing on the tax map as tax
parcel 09-128-014R located on Pageland Highway from RA-40 to Light Industrial (LI) with Conditions
in order to build a warehouse and storage yard for a telecommunications business. The rezoning will
include the following conditions:
1)Limited to site plan dated July 21, 2025
2)Uses limited to office and warehouse
3)Five-year vesting of development rights
4)Development will meet all requirements of the Union County Unified Development Ordinance
on the date of approval
The Land Use Board unanimously recommended approval of this petition at its September 16, 2025,
meeting. One person spoke against the rezoning, noting industrial uses adjacent to residential.
If the Board wishes to vote on this rezoning, it can consider the following motions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE
CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN)
Union County, NC Printed on 9/23/2025Page 1 of 2
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File #:25-593 Agenda Date:10/6/2025
Motion
(i) Deny rezoning petition CZ-2025-007 from David Rodriguez; and (ii) adopt the consistency and
reasonableness statement for denial.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 2 of 2
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24
25
26
.
.
.
Planning Department
500 North Main Street, Suite 70
Monroe, NC 28112
T 704.283.3565
unioncountync.gov
Planning Staff Report - Rezoning Case # CZ-2025-007
Staff Contact: Bjorn Hansen, Senior Planner
Summary of Request
This case is requesting to rezone one parcel totaling two acres appearing on the tax map as tax parcel
09-128-014R located on Pageland Highway from RA-40 to Light Industrial (LI) with Conditions. The
rezoning will include the following conditions:
1) Limited to site plan dated July 21, 2025
2) Uses limited to office and warehouse
3) Five-year vesting of development rights
4) Development will meet all requirements of the Union County Unified Development Ordinance on
the date of approval
27
unioncountync.gov
Owner/Applicant
Owner: Neuse Telecom, LLC
4508 Poplin Grove Drive
Indian Trail, NC 28079
Applicant: David Rodriguez
4508 Poplin Grove Drive
Indian Trail, NC 28079
Property Information
Location: On the west side of Pageland Highway north of Eudy Road. Location more specifically
described as tax parcel 09-128-014R.
Site North of Site
South of Site Opposite Site
28
unioncountync.gov
Municipal Proximity: The site is slightly more than a half mile south of the City of Monroe.
Existing Land Use and Development Status: The parcel is currently zoned RA-40 and is undeveloped.
Environmental Features: There are no streams, wetlands or floodplain on site.
29
unioncountync.gov
Utilities: Public water and sewer are not available to the site.
Zoning and Land Use History: The parcel site has been zoned RA-40 since zoning was initiated. A 2.43
acre site approximately 1,000’ north was proposed for rezoning to B-4 in 1989, but was denied. A 6.391
acre site approximately 1/3 of a mile north of the site was rezoned to Light Industrial in 2023. A special
use permit for the permanent location of a mobile home approximately 700 feet south of the site was
approved in 1981.
30
unioncountync.gov
Schools: Because this rezoning request is commercial in nature, UCPS was not consulted for comments.
Transportation: This site is on US 601, which is a NCDOT-maintained facility. This section of US 601
carries approximately 12,500 vehicles per day. There are no funded road improvement projects in the
immediate vicinity of the rezoning. A traffic Impact Analysis was not required for this rezoning.
Anticipated traffic from this site is expected to be low but will involve commercial truck traffic.
31
unioncountync.gov
Planning Documents
Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as
an Employment Corridor overlaid upon Rural Residential. The proposed office and warehouse uses are
therefore considered appropriate, provided that the site plan can meet County development standards.
32
unioncountync.gov
Public and Municipal Comments
Public Comments: A community meeting was held August 26, 2025. One member of the public
attended. They had questions about road access and whether the site would use their driveway, extent
of the rezoning as well as concerns over impacts on property values. No changes were made based on
feedback.
One person spoke against the rezoning at the September 16, 2025, Land Use Board meeting, noting
conflicts with other industrial properties nearby in conflict with residential uses.
Municipal Comments: Monroe was not consulted due to the distance to their municipal limits.
33
unioncountync.gov
Staff Comments and Recommendation
Land Use Board Recommendation
The Land Use Board unanimously recommended approval at its September 16, 2025, meeting, citing
consistency with the land use map and ability to meet development standards.
This part of Union County is identified for employment uses as an overlay over rural residential and
agricultural land uses. The rezoning proposes warehouse and office uses are appropriate for this part of
the corridor. The proposed site plan meets the unified development ordinance and is consistent with
the adopted plan. Because of these aspects of the development, staff recommend approval of this
rezoning application.
34
BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2025-007)
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2025-007) submitted by David Rodriguez,
requesting a revision of the Union County Zoning Map by rezoning one parcel totaling two acres
appearing on the tax map as tax parcel 09-128-014R located on Pageland Highway from RA-40
to Light Industrial (LI) with Conditions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2025-007 from David Rodriguez; and (ii) adopt the consistency
and reasonableness statement for denial.
35
Statements of Consistency and Reasonableness for Proposed Amendment to the Union
County Zoning Map
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2025-007) submitted by David Rodriguez,
requesting a revision of the Union County Zoning Map by rezoning one parcel totaling two acres
appearing on the tax map as tax parcel 09-128-014R located on Pageland Highway from RA-40
to Light Industrial (LI) with Conditions.
CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-007)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that adoption of the proposed map amendment is consistent with
the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the
proposed map amendment (i) takes into account the need to amend the zoning map to meet the
needs of the community, and (ii) is reasonable and in the public interest because:
1. The proposed use is consistent with the Plan. The Plan’s Land Use Map identifies this
area as Rural Residential with an Employment Corridor overlay. The Plan provides that a
variety of employment uses may be appropriate along an Employment Corridor.
Development uses that may be appropriate include distribution, logistics, aeronautics,
industrial, and agri-business. A rezoning to light industrial with conditions, to include
warehouse and office uses, is consistent with such uses contemplated in an Employment
Corridor.
2. The use set forth under the conditions would meet Union County development standards.
36
CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-007)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that this rezoning petition is inconsistent with the Union County
Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable
and in the public interest because:
1. Continued and future allowed industrial use on the property could result in increased
congestion on the roads and streets adjacent and nearby to the property. Traffic
congestion is a noted concern in the Plan.
2. The proposed rezoning will facilitate ongoing and potential future industrial uses in close
proximity to existing residential uses, including residential uses in areas identified as
Rural Residential.
37
ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION
COUNTY, NORTH CAROLINA
WHEREAS, the Union County Board of County Commissioners (the “Board”)
heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,”
including any amendments thereto (the “UDO”) and the official Union County Zoning Map
(“Zoning Map”); and
WHEREAS, Union County has received rezoning petition (CZ-2025-007) submitted by
David Rodriguez (the “Applicant”), requesting a revision of the Union County Zoning Map by
rezoning one parcel totaling two acres appearing on the tax map as tax parcel 09-128-014R
located on Pageland Highway from RA-40 to Light Industrial (LI) with Conditions; and
WHEREAS, the Union County Land Use Board considered and made a recommendation
concerning approval or denial of the Rezoning Petition; and
WHEREAS, the Board has determined that approval of the Rezoning Petition and
rezoning the subject parcel from RA-40 to Light Industrial (LI) with Conditions is reasonable
and in the public interest, including for those reasons set forth in the contemporaneously adopted
consistency and reasonableness statement.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of
Commissioners as follows:
1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as
tax parcel 09-128-014R located on Pageland Highway from RA-40 to Light Industrial
(LI) with Conditions.
2. The conditions accepted by the Applicant are hereby approved and incorporated into the
Light Industrial (LI) with Conditions rezoning of the parcel.
3. This ordinance is effective upon adoption.
Adopted this _____ day of _____________, 2025.
________________________________________
Chair, Union County Board of Commissioners
38
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-595 Agenda Date:10/6/2025
TITLE:..title
Public Hearing - Rezoning Petition CZ-2025-008 Union Power
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning
PRIOR BOARD ACTIONS:
January 22, 2019, rezoning of site to RA-200 with Conditions
BACKGROUND:
This case is requesting to rezone one parcel totaling 161.1 acres appearing on the tax map as tax
parcel 02-202-008 along Mills Harris Road from RA-200 CZ to RA-200 CZ with Amended Conditions
in order to construct an electrical substation. This property is the Sheriff’s Department Training
Facility, and the land for the substation will be leased from Union County. The rezoning will include
the following conditions:
1)Limited to approved site plan
2)Uses limited to electrical substation
3)Five-year vesting of development rights
4)Development will meet all requirements of the Union County Unified Development Ordinance
on the date of approval
The Land Use Board unanimously recommended approval of the rezoning petition, citing lack of
impacts on rural character and meeting requirements for a special use permit.
No one spoke against the petition at the Land Use Board meeting.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/26/2025Page 1 of 1
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40
WINGATE ELECTRICAL SUBSTATION
PROJECT NARRATIVE
SITE LOCATION:
1424 Mills Harris Rd
Marshallville, NC
Union County PIN No. 02202008
PREPARED BY:
Pike Engineering
1800 Innovation Dr., Suite, 200
Ft Mill, SC 29715
Phone: 843.697.0606
PREPARED FOR
Union Electric Membership Corporation
1525 N. Rocky River Rd.
Monroe, NC 28110
Phone: 704.289.3185
DATE: July 8, 2025
41
PROJECT SUMMARY
This project proposes to construct a new electrical substation to increase capacity and reliability
of the electrical power grid on in Union County, NC. Union Electric Membership Corporation
(Union Power) will be adding to the electrical grid capacity by constructing the substation on a
parcel of land currently owned by Union County, NC. The property is located at 1424 Harris
Mills Rd., Marshallville, NC. identified in the Union County Geographic Information System (GIS)
as PIN # 02202008.
The lease area for the substation is located in the northeast corner of the parent parcel. The
parent property is 167.1 acres. Lease area is 3.08 acres not including an access easement. The
access easement provides access from Ansonville Rd. through an existing gravel road to the
east on property owned by Holly Farms Foods, Inc. The access easement continues from the
gravel road west through the Holly Farms parcel to the lease area on Union County property.
The access easement from the existing gravel road to the lease area will be improved through
the construction of a new 20 ft wide access drive. Both the lease property and the access
easements have been recorded in the Union County Record of Deeds office.
The parent parcel owned by Union County is currently zoned RA-200CZ and was re-zoned in
2018 as a Planned Unit development (PUD). Union County Sheriff’s Department maintains a
training facility on the west side of the property along Harris Mills Rd. The PUD approved in
2018 indicates additional planned facilities to be constructed in the future although no new
developments have been constructed at this time.
The substation will include a fenced compound approximately 240’ x 170’. The parcel is
approximately 400 ft east of Jack’s Branch stream on undeveloped land adjacent to both an
existing electrical transmission easement and an existing electrical distribution easement. The
lease parcel location makes access to the electrical efficient and economical.
Preparation of the site plan includes compliance with all zoning regulations applicable to Zone
RA-200. In addition, the substation development will necessitate the construction of temporary
and permanent stormwater controls. All paved surfaces will be gravel construction. The lease
parcel location allows for maintenance of requisite existing vegetation along the adjacent
property lines and meets all setback requirements for those properties. Once the substation
structures are completed, view of the substation will be limited by the vegetation to remain
after development is complete. A preliminary site plan has been included with this submittal to
assist in describing the proposed development.
42
[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[
[
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[
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[
[
[
[[[[[
[
[[
EXISTING DUKE ENERGYTRANSMISSION TOWER
CONTROL ENCLOSURE
PROPOSED STORMWATER POND
EXISTING DUKE ENERGYTRANSMISSION LINE
EXISTING DUKE ENERGYTRANSMISSION RIGHT-OF-WAY
PROPOSED DUKE ENERGYIN-LINE STRUCTURE(30' FROM EXISTING)
ZONED RA-200CZPIN 02202008UNION COUNTY NORTH CAROLINADB 5476 PG 914Jacks Branch220'170'ZONED RA-200PIN 02202009NORA KAY DAVISDB 1646 PG 444
ZONED RA-200PIN 02205004HOLLY FARMS FOODS, INCDB 1769 PG 526
EXISTING DISTRIBUTION RIGHT-OF-WAY
EXISTING DISTRIBUTION
EXISTING DUKE ENERGYTRANSMISSION TOWER
10' BUFFER YARD
15' SETBACK
20' ACCESS EASEMENT
UNION POWER SUBSTATION EASEMENT
24' GATE
SUBSTATION FENCE
24' GOAB ACCESS EASEMENT
50'X50' GOABEASEMENT
GOAB(75' FROM IN-LIN E STRUCT)
EXISTING DISTRIBUTION RIGHT-OF-WAY
48'
200'
93'
µPREPARED BY:
PROJECT DATA:
- PROJECT: WINGATE SUBSTATION- UNION COUNTY, NORTH CAROLINA- OWNER: UNION COUNTY- PIN: 02202008- TOTAL PAR CEL SIZE: 161.1 ACRES- TOTAL LEASED SIZE: 3.08 ACRES- ZONING: RA-200CZ- FRONT YARD SETBACK: 40 FT- SIDE YARD SETBACK: 15 FT- REAR YARD SETBACK: 15 FT- MINIMUM LOT AREA: 200,000 SF- MAX BUILDING HEIGHT: 50 FT
*SITE PLAN WILL FULLY COMPLY WITHALL PROVISIONS OF THE UNION COUNTYDEVELOPMENT ORDINANCE
PREPARED FOR:
Legend
STREAM
BUFFER YARD
BUILDING SETBACK
ACCESS EASEMENT
SUBSTATION SITE BOU NDARY (EASEMENT)
PROPERTY LINE
PRELIMINARY UNION POWER GUY WIRE
PRELIMINARY TRANSMISSION TAP
[[[PRELIMINARY SUBSTATION FENCE
PRELIMINARY SUBSTATION ARRANGEMENT
EXISTING DISTRIBUTION RIGHT-OF-WAY
EXISTING DISTRIBUTION CENTERLINE
EXISTING DUKE ENERGY TRANSMISSION LINE
EXISTING DUKE ENERGY RIGHT-OF-WAY
PRELIMINARY UNION POWER TRANSMISSION POLE
PRELIMINARY GOAB
PRELIMINARY DUKE ENERGY TRANSMISSION POLE
PRELIMINARY DUKE ENERGY ACCESS EASEMENT
PROPOSED STORMWATER POND
PROPOSED GRAVEL PAD/DRIVE
WINGATE SUBSTATION
PRELIMINARY - NOT FOR CONSTRUCTION
CONCEPTUAL SITE PLAN
0 50 100 15025Feet
September 16, 2025
43
F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 (704) 375-1032
I MPACT S TUDY
P ROPOSED W INGATE S UBSTATION
U NION P OWER C OOPERATIVE
1424 MILLS HARRIS ROAD
WINGATE, UNION COUNTY, NORTH CAROLINA 28174
CONSULTATION REPORT
AS OF FEBRUARY 20, 2025
PREPARED FOR
Matt Baucom
Plant Development Engineer
Union Power Cooperative
1525 N. Rocky River Road
Monroe, NC 28110
PREPARED BY
Sarah E. Lak
Mark T. Lambert, MAI, AI-GRS
44
F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 (704) 375-1032
February 20, 2025
Matt Baucom
Plant Development Engineer
Union Power Cooperative
1525 N. Rocky River Road
Monroe, NC 28110
RE: Impact Study for the Proposed Wingate Substation Located at 1424 Mills Harris Road,
Wingate, Union County, North Carolina 28174
Dear. Mr. Baucom:
The subject of this consultation report is a portion of tax parcel 02202008 located at 1424 Mills Harris Road,
Wingate, Union County, North Carolina 28174 (unincorporated portion). The entire property consists of
161.03 acres that is improved with a 26,600 SF Union County Sheriff’s Department training facility that was
constructed in 2017. The training facility is located on the northwestern portion of the site. Union Power
Cooperative (UPC) is seeking to obtain a conditional rezoning and Special Use Permit (SUP) to lease 3.08 acres
to construct a substation in the eastern portion of the site. We inspected the above-referenced subject property,
and where possible, properties adjoining the site and the surrounding neighborhood. A sample of photographs
taken during the inspection are included in the report.
As requested, we have prepared an Impact Study to determine whether UPC’s proposed conditional rezoning
and SUP (A) will or will not maintain or enhance the value of contiguous property; (B) whether or not the
proposed use will violate the neighborhood character or adversely affect surrounding land uses; and (C) whether
or not the proposed use will comply with the general plan for the physical development of the County as
embodied in the Union County Unified Development Ordinance and/or in Union County’s Future Land Use
Plan.
Articles and books concerning substations and transmission lines concerning potential impact on surrounding
properties were consulted and considered as part of this study.
One of the articles is “Property Value Impacts from Transmission Lines, Subtransmission Lines, and Substations” by Ted
Tatos, Mark Glick, PhD, JD, and Troy A. Lunt, MAI, as published in The Appraisal Journal’s Summer 2016
edition. Following is a portion of the peer reviewed article: The study focuses more on different types of
transmission lines, but also includes substations in explaining the process of distributing power across long
distances. It is explained that large towers, such as those that support 500 kV and 345kV lines are not
omnipresent in population centers. Homes require voltages at much lower levels – 120 volts in the U.S.
Therefore, interconnected transformers at transmission substations “step down” the power to subtransmission
voltages of generally between 46 kV and 138 kV. These subtransmission lines, which are commonly located
along highways or arterial roads, then carry bulk power from major substations to regional and local distribution
substations, like that planned at the subject.
45
Matt Baucom
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F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 (704) 375-1032
The distribution stations are located close to consumers, which in turn step down the voltage again to between
2kV and 35kV. This is considered medium voltage. The findings from this study revealed mixed results on
property values for transmission lines depending on its size. For substations, the results indicate marginal
negative impact (-2.92%) at properties located within 50 meters (164 feet) and -0.38% for properties located 50
– 100 meters (164 ft. to 328 ft.). The study noted that other variables can and did affect results such as the
health of the economy, demographics, and condition of the real estate market. Any negative impacts declined
during the Great Recession and post-recession time frame. Other factors cited were regional employment,
visibility, and supply and demand effects.
Another article published in the Appraisal Journal in Summer 2009 titled “High-Voltage Transmission Lines:
Proximity, Visibility, and Encumbrance Effects” was considered. It was written by James A. Chalmers, PhD and
Frank A. Voorvaart, PhD. This article did not cover substations, rather HVTL’s. The article states that there is
a negligible effect, at best, usually in the range of 3% to 6%, and the effects decay rapidly as the distance to the
lines increases, usually disappearing at about 200 feet to 300 feet. This article concludes that “the presence of
transmission lines is apparently not given sufficient weight by buyers and sellers of real estate to have had any
consistent, material effect on property values.” Since the proposed substation is smaller and less visible, it is
reasonable to assume it also would have little impact.
Lastly, an article published in May 2019 for EMF Services, a professional EMF measurement and advisory
service, covered the impact of Electromagnetic Fields (EMF). The article states that voltage from a power line
or a substation produces an electric field that is exactly the same kind found in housing and home appliances.
The strength of the magnetic field drops off with distance once one is 50 to 100 meters (164 to 328 feet) away.
The article reports that after nearly 40 years of research, there is no clear indication that the magnetic fields, or
some other factor to do with being near a power line has any effects on health. It is possible it could be other
factors. It is states that magnetic fields at a substation boundary are generally little different for the levels found
in many homes. It was clarified that if a power line crosses over the boundary that the magnetic fields will be
larger there. It is the power lines, not the substation that generates the higher emission field.
A demographic study was prepared for the neighborhood surrounding the subject and compared to Union
County and the MSA to assess the health of the neighborhood regarding population, households, median
household income, and housing values over time, as these factors impact property values.
Historical home sales, acreage/farmland sales and prices for six Union Power substation properties that are
similar as to what is proposed for the subject are provided in the report. Additionally, local real estate brokers
active in the market were contacted to assist in understanding the real estate market in the area around the
subject, and to gather their opinion as to any possible effect a substation could have in general and for the
subject.
According to the proposed site plan, the proposed substation will be located at the site’s eastern border
(approximately 2,500 feet north of Ansonville Road) and will maintain a large, wooded buffer along the
perimeter. There is an existing 68-foot-wide Duke Energy right-of-way and transmission line that runs through
the site.
46
Matt Baucom
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F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 PHONE: (704) 375-1032
The site immediately to the north of the proposed substation site is improved with a single-family residence
and other structures. Using GIS Union County Mapping, it is estimated to be approximately 850 feet from the
substation’s northern boundary. Otherwise, the eastern portion of the subject where the substation will be
located is surrounded primarily by wooded and agricultural land.
To obtain approval for a conditional rezoning and SUP, UPC must receive approval from the Union County
Zoning Board of Adjustments based in part on five criteria. Based on our research, use of the site for the
proposed substation will maintain or enhance the value of contiguous property, and will not violate the
neighborhood character or adversely affect surrounding land uses; and will comply with the general plan for
the physical development of the County as embodied in the Union County Development Ordinance and/or in
the Future Land Use Plan.
Our opinions are based on the following Hypothetical Conditions and Extraordinary Assumptions.
Hypothetical Condition None
Extraordinary Assumption A conceptual site plan was provided for the proposed substation. It is
assumed that Union Power Cooperative will meet all performance
standards and that all zoning and/or governmental regulations will be met.
The conclusions are supported by the data and reasoning set forth in the attached narrative. The reader is
referred to the Assumptions and Limiting Conditions, which are included in the Addenda of the report. We
certify that we have no present or contemplated future interest in any properties included in this study. This
report has been prepared in compliance with the Uniform Standards of Professional Appraisal Practice
(USPAP) as approved by the Appraisal Standards Board of the Appraisal Foundation, and FIRREA Title XI,
12 CFR Part 34 (RTC).
Thank you for the opportunity to be of service, and if any information or clarification is needed, please do not
hesitate to contact us.
Sincerely,
Sarah E Lak
North Carolina State Registered Trainee Appraiser #T5345
Mark T Lambert, MAI, AI-GRS
North Carolina State Certified General Appraiser #A3572
704-375-1032 x 705 704-650-6271
sarah@fortenberrylambert.com mark@fortenberrylambert.com
47
F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 (704) 375-1032
EXECUTIVE SUMMARY
Property and Location Proposed Wingate Substation
1424 Mills Harris Road
Wingate, Union County, North Carolina 28174
Tax Parcel Identification 02202008
Property Ownership Union County, North Carolina
Consultation Dates
As Is Date
Report Date
February 10, 2025
February 20, 2025
Purpose of Consultation Determine whether Union Power Cooperative’s (UPC’s) proposed
conditional rezoning and SUP (A) will or will not maintain or enhance
the value of contiguous property; (B) whether or not the proposed
use will violate the neighborhood character or adversely affect
surrounding land uses; and (C) whether or not the proposed use will
comply with the general plan for the physical development of the
County as embodied in the Union County Development Ordinance
and/or in Union County’s Future Land Use Plan.
Hypothetical Condition None
Extraordinary Assumption A conceptual site plan was provided for the proposed substation. It
is assumed that Union Power Cooperative will meet all performance
standards and that all zoning and/or governmental regulations will
be met.
Land Area The entire property is 161.03 acres, of which Union Power will lease
3.08 acres for a proposed substation.
Improvements The site is improved with a 26,600 SF training facility that was
constructed in 2017. The training facility was constructed for use by
the Union County Sheriff’s Department. The training facility is
located on the northwestern portion of the site.
Zoning RA-200CZ, Residential Agricultural Conditional Zoning, legally
conforming As Is and Upon Completion of the substation, provided
the owner is awarded a conditional zoning and SUP.
Flood Plain/Water Quality
Buffers/Wetlands
FEMA Map Panel 3710547600J, dated October 16, 2008, located in
Zones X and AE. A portion of the northern portion of the site is
located in Zone AE. The proposed substation site is located in an
area that is unencumbered by floodplain. A 30-foot stream buffer is
located along both sides of Jack’s Branch, which is located through
the eastern portion of the site. Additionally, wetlands are located on
the site. Based on the proposed site plan, the substation will not
impact the existing buffer or wetlands.
48
F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 PHONE: (704) 375-1032
EXECUTIVE SUMMARY CONTINUED
Property and Location Proposed Wingate Substation
1424 Mills Harris Road
Wingate, Union County, North Carolina 28174
Highest & Best Use
As Vacant
As Improved
Hold for future low density residential or institutional development
Continued use of the existing improvements and to construct the
proposed substation
Conclusion Based on our research, use of the site for a proposed substation will
maintain or enhance the value of contiguous property, and will not
violate the neighborhood character or adversely affect surrounding
land uses; and will comply with the general plan for the physical
development of the County as embodied in the Union County
Development Ordinance and/or in the Future Land Use Plan.
Consultants
Sarah E. Lak
#T5345
Mark T. Lambert, MAI, AI-GRS
NC #A3572
49
F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 PHONE: (704) 375-1032
CERTIFICATION
I, Sarah E. Lak, certify that, to the best of my knowledge and belief,
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions and conclusions are limited only by the reported assumptions and limiting
conditions and are my personal, impartial and unbiased professional analyses, opinions, and conclusions.
3. I have no present or prospective interest in the property that is the subject of this report, and no personal interest
with respect to the parties involved.
4. I have not performed previous services, as an appraiser or in any other capacity, regarding the property that is
the subject of this report within the three-year period immediately preceding acceptance of this assignment.
5. I have no bias with respect to the property that is the subject of this report or to the parties involved with this
assignment.
6. My engagement in this assignment was not contingent upon developing or reporting predetermined results.
7. My compensation for completing this assignment is not contingent upon the development or reporting of a
predetermined value or direction in value that favors the cause of the client, the amount of the value opinion,
the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use
of this appraisal.
8. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with
the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the
Appraisal Institute, which include the Uniform Standards of Professional Appraisal Practice.
9. I have made a personal inspection of the property that is the subject of this report.
10. No one provided significant professional assistance to the person signing this report, other than those identified
in the report. I have relied on surveys, floor plans, etc., provided by other professional persons who have been
identified in the report.
Sarah E. Lak
North Carolina State Registered Trainee Appraiser #T5345
February 20, 2025
Date
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F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 PHONE: (704) 375-1032
CERTIFICATION
I, Mark T. Lambert, MAI, AI-GRS, certify that, to the best of my knowledge and belief,
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions and conclusions are limited only by the reported assumptions and limiting
conditions and are my personal, impartial and unbiased professional analyses, opinions, and conclusions.
3. I have no present or prospective interest in the property that is the subject of this report, and no personal interest
with respect to the parties involved.
4. I have not performed previous services, as an appraiser or in any other capacity, regarding the property that is
the subject of this report within the three-year period immediately preceding acceptance of this assignment.
5. I have no bias with respect to the property that is the subject of this report or to the parties involved with this
assignment.
6. My engagement in this assignment was not contingent upon developing or reporting predetermined results.
7. My compensation for completing this assignment is not contingent upon the development or reporting of a
predetermined value or direction in value that favors the cause of the client, the amount of the value opinion,
the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use
of this appraisal.
8. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with
the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the
Appraisal Institute, which include the Uniform Standards of Professional Appraisal Practice.
9. I have made a personal inspection of the property that is the subject of this report.
10. No one provided significant professional assistance to the person signing this report, other than those identified
in the report. I have relied on surveys, floor plans, etc., provided by other professional persons who have been
identified in the report.
11. The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly
authorized representatives.
12. As of the date of this report, Mark T Lambert, MAI, AI-GRS, has completed the continuing education program
for Designated Members of the Appraisal Institute.
Mark T. Lambert, MAI, AI-GRS
North Carolina State Certified General Appraiser #A3572
February 20, 2025
Date
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F ORTENBERRY L AMBERT, I NC.
1213 WEST MOREHEAD STREET, 5TH FLOOR CHARLOTTE, NORTH CAROLINA 28208 PHONE: (704) 375-1032
TABLE OF CONTENTS
UNION COUNTY MAP ......................................................................................................................................................................... 1
LOCATION MAPS ................................................................................................................................................................................. 2
PROPERTY IDENTIFICATION/CONSULTING PREMISE ................................................................................................................... 3
GENERAL INFORMATION .................................................................................................................................................................. 4
OWNERSHIP HISTORY ........................................................................................................................................................................ 6
SITE ANALYSIS ................................................................................................................................................................................... 12
ZONING/LAND USE CONTROL ...................................................................................................................................................... 17
DESCRIPTION OF THE PROPOSED SUBSTATION ........................................................................................................................... 21
CHARLOTTE AREA/UNION COUNTY REGIONAL ANALYSIS ......................................................................................................... 25
NEIGHBORHOOD ANALYSIS ............................................................................................................................................................. 40
RESEARCH PUBLICATION SUMMARY .............................................................................................................................................. 44
CONCLUSIONS – FINDINGS OF FACT ............................................................................................................................................. 45
ADDENDA .......................................................................................................................................................................................... 58
Assumptions and Limiting Conditions
Deed/Legal Description
Tax Card
Qualifications and Licenses
52
F ORTENBERRY L AMBERT, I NC. 1 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
UNION COUNTY MAP
Subject
53
F ORTENBERRY L AMBERT, I NC. 2 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
LOCATION MAPS
54
F ORTENBERRY L AMBERT, I NC. 3 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
PROPERTY IDENTIFICATION/CONSULTING PREMISE
The subject of this consultation report is a portion of tax parcel 02202008 located at 1424 Mills Harris
Road, Wingate, Union County, North Carolina 28174 (unincorporated portion). The entire property
consists of 161.03 acres that is improved with a 26,600 SF Union County Sheriff’s Department training
facility that was constructed in 2017. The training facility is located on the northwestern portion of
the site. Union Power Cooperative (UPC) is seeking to obtain a conditional rezoning and Special Use
Permit (SUP) to lease 3.08 acres to construct a substation in the eastern portion of the site. The site
plan provided by the Client for the proposed substation is below:
PROPOSED WINGATE SUBSTATION SITE PLAN
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F ORTENBERRY L AMBERT, I NC. 4 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
GENERAL INFORMATION
Client Union Power Cooperative
Intended User Client
Intended Use Determine whether Union Power Cooperative’s (UPC’s)
proposed conditional rezoning and SUP (A) will or will not
maintain or enhance the value of contiguous property; (B)
whether or not the proposed use will violate the neighborhood
character or adversely affect surrounding land uses; and (C)
whether or not the proposed use will comply with the general
plan for the physical development of the County as embodied in
the Union County Development Ordinance and/or in Union
County’s Future Land Use Plan.
Report Format Consultation Report
Prior Services The appraisers have not performed prior consultant services on
this property within the 5-year period immediately preceding
acceptance of this assignment.
Competency Mark T. Lambert, MAI, AI-GRS is a State Certified General Real
Estate Appraiser in North and South Carolina. Mr. Lambert has
approximately 35 years of experience, including numerous
residential/institutional/agricultural properties. Sarah E. Lak is a
State Registered Trainee Appraiser in North Carolina and has
been appraising residential and commercial properties for
approximately 12 years. The appraisers meet the USPAP
Competency Rule requirements.
RELEVANT DATES
The following are the relevant dates of the impact study.
As Is Date February 10, 2025
Date of Report February 20, 2025
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F ORTENBERRY L AMBERT, I NC. 5 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
DEFINITIONS
Hypothetical Condition and Extraordinary Assumptions
The Uniform Standards of Appraisal Practice (USPAP) defines a Hypothetical Condition as:
“that which is contrary to what exists but is supposed for the purpose of analysis.”
Hypothetical conditions assume conditions contrary to known facts about physical, legal, or economic
characteristics of the subject or about conditions external to the property, or about the integrity of
data used in an analysis.
USPAP defines an Extraordinary Assumption as:
“an assumption, directly related to a specific assignment, which, if found to be false, could alter
the appraiser’s opinions or conclusions.”
Extraordinary assumptions presume as fact otherwise uncertain information about physical, legal, or
economic characteristics of the subject property; or about conditions external to the property.
Hypothetical Condition Used None
Extraordinary Assumption Used A conceptual site plan was provided for the proposed
substation. It is assumed that Union Power Cooperative
will meet all performance standards and that all zoning
and/or governmental regulations will be met.
SCOPE OF WORK
The scope, or the extent of the analysis, includes the following:
Physical inspection of the subject site and neighborhood;
Inspection of selected comparable local properties;
Site analysis including physical and legal characteristics;
Highest and best use analysis, as vacant and improved, if applicable;
Study of local assessed value history of subject and surrounding properties;
Study of historical aerial photos of the subject and surrounding properties to look for development trends;
Study of historical property values surrounding the subject and in the area;
Review of various articles and publications concerning impacts of substations on nearby development, and;
Inspection of a sample of other Union Power Cooperative substations. Review of information provided by
Union County Cooperative of other similar substations that are similar to that which is proposed.
Additional primary research may have been conducted with the property, depending on the
requirements of the assignment.
57
F ORTENBERRY L AMBERT, I NC. 6 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
OWNERSHIP HISTORY
According to the Union County Public Registry and Tax Assessor data, the most recent transaction
involving the subject property is as follows:
Current Owner of Record Union County, North Carolina
Most Recent Transaction Date January 14, 2011
Buyer Union County, North Carolina
Seller H & T, LLC, a North Carolina limited
liability company
Deed Reference Book 5476, Page 914
Price Indicated by Excise Stamps $1,161,000
Prior Transaction None
Pending Transactions None
Current Listing Agreements None
58
F ORTENBERRY L AMBERT, I NC. 7 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
TAX MAP
Source: Union County GIS
59
F ORTENBERRY L AMBERT, I NC. 8 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
AERIAL TAX MAP
Source: Union County GIS
60
F ORTENBERRY L AMBERT, I NC. 9 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
FEMA FLOOD HAZARD MAP
61
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U NION C OUNTY, NC
PROPOSED SITE PLAN – WINGATE SUBSTATION (TOPOGRAPHICAL)
62
F ORTENBERRY L AMBERT, I NC. 11 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
PROPOSED SITE PLAN – WINGATE SUBSTATION (AERIAL)
63
F ORTENBERRY L AMBERT, I NC. 12 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
SITE ANALYSIS
General
Information for the subject is based on a review of tax maps, aerial maps, Union County GIS information,
FEMA floodplain maps, proposed site plans provided by the Client, and a personal inspection.
Location 1424 Mills Harris Road
Wingate, Union County, North Carolina 28174
(Unincorporated portion)
Tax Parcel 02202008
Current Use Institutional/Government
Improvements The site is improved with a 26,600 SF training facility that was
constructed in 2017. The training facility was constructed for use by the
Union County Sheriff’s Department. The training facility is located on
the northwestern portion of the site.
Land Area The entire property is 161.03 acres, of which Union Power will lease
3.08 acres for a proposed substation.
Zoning RA-200CZ – Residential Agricultural Conditional Zoning by the Union
County Unified Development Ordinance
Shape Irregular and functional
Frontage/Access Approximately 900 feet on Mills Harris Road
Topography Gently Sloping
Floodplain/Water Quality
Buffers/Wetlands
FEMA Map Panel 3710547600J, dated October 16, 2008, located in
Zones X and AE. A portion of the northern portion of the site is located
in Zone AE. The proposed substation site is located in an area that is
unencumbered by floodplain. A 30-foot stream buffer is located along
both sides of Jack’s Branch, which is located through the eastern portion
of the site. Additionally, wetlands are located on the site. Based on the
proposed site plan, the substation will not impact the existing buffer or
wetlands.
Soil & Environmental
Concerns
No environmental reports were provided. The values reported are based
on the assumption that the subject site meets all Environmental
Protection Agency requirements and regulations.
Utilities Private Well/Septic System
Easements &
Encroachments
An existing 68-foot-wide Duke Power right-of-way extends from the
site’s southeastern boundary to the site’s northwestern boundary along
Mills Harris Road. Upon completion of the proposed substation, a 20-
foot permanent access easement (PAE) totaling 7,694 SF will extend
from the site’s eastern boundary to the proposed substation site.
Additionally, a 40-foot permanent distribution easement (PDE) totaling
2,877 SF will be located on the northwestern side of the proposed
substation site adjacent to the existing 30-foot-wide PDE.
64
F ORTENBERRY L AMBERT, I NC. 13 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
Site Analysis, Continued
Conclusion The subject is located approximately 7 miles northeast of Monroe in the
unincorporated portion of Union County. The site has good access and
road frontage. Public water and sewer is not accessible at the site. The
site is irregular shaped with gently sloping topography. A portion of the
northern portion of the site is located in Zone AE. The proposed
substation site is located in an area that is unencumbered by floodplain.
A 30-foot stream buffer is located along both sides of Jack’s Branch,
which is located through the eastern portion of the site. Additionally,
wetlands are located on the site. Based on the proposed site plan, the
substation will not impact the existing buffer or wetlands. An existing
68-foot-wide Duke Power right-of-way extends from the site’s
southeastern boundary to the site’s northwestern boundary along Mills
Harris Road. This area is improved with several high tension towers and
a transmission line. Upon completion of the proposed substation, a 20-
foot permanent access easement (PAE) totaling 7,694 SF will extend
from the site’s eastern boundary to the proposed substation site.
Additionally, a 40-foot permanent distribution easement (PDE) totaling
2,877 SF will be located on the northwestern side of the proposed
substation site adjacent to the existing 30-foot-wide PDE.
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F ORTENBERRY L AMBERT, I NC. 14 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
ZONING MAP
Source: Union County GIS
66
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U NION C OUNTY, NC
EXISTING ZONING MAP FOR SUBJECT AREA
Subject
67
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U NION C OUNTY, NC
ADOPTED UNION COUNTY 2050 LAND USE MAP
Subject
68
F ORTENBERRY L AMBERT, I NC. 17 PROPOSED W INGATE S UBSTATION
U NION C OUNTY, NC
ZONING/LAND USE CONTROL
The subject is zoned RA-200CZ – Residential Agricultural Conditional Zoning by the Union County
Unified Development Ordinance (UDO). The RA-200 district is primarily intended for residential,
agricultural, and institutional users. According to the Union County UDO,
“The RA-200 district is primarily intended to accommodate agriculture and agriculture-related uses and very low-density
residential development in rural areas of the county. The district is generally intended to apply in areas where central water
and/or central sewer service is not widely available.”
The existing improvements represent a legal, conforming use.
Union Power Cooperative (UPC) is applying for a Special Use Permit (SUP) in order to construct the
proposed substation (classified as a major utility or public service facility), which is considered a special
use according to Article 25.010-B, page 25-2 in the UDO, as illustrated in the table below. Once the
SUP is obtained, the proposed substation will be considered a legal, conforming use.
Standard RA-200/Subject
Minimum Lot Area SF 200,000
Minimum Lot Width 60 Feet
Minimum Front Yard 40 Feet
Minimum Side Yard 15 Feet
Minimum Rear Yard 40 Feet
Maximum Building Height 50 Feet
Source: Union County UDO & Provided Site Plan
Development Standards
RA-200, Residential Agricultural District
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Section 25.020-C: Public, Civic and Institutional Use Category
There are five “Considerations”/Findings of Fact that must be met to satisfy the Board of Adjustment
in order to grant the property owner a SUP. Those are outlined later in the Conclusion section of the
report.
The immediate area around the subject is currently rural in nature, and the 2050 Future Land Use Map
designates this area as Rural Residential. The area surrounding the subject is primarily rural in nature,
with some homes on larger lots and large tracts of agricultural land. There is a large amount of vacant
land in the immediate area. The following pages show historical maps of the area from 2007 to 2021
that demonstrate the slow growth that has occurred over time. The maps are taken from Union
County GIS.
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2007 AERIAL MAP
2010 AERIAL MAP
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2015 AERIAL MAP
2021 AERIAL MAP
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DESCRIPTION OF THE PROPOSED SUBSTATION
Based on information provided by the Client and Pike Engineering, the substation will meet all dimensional
requirements, such as minimum setbacks, lot size and maximum building height of 50 feet. Many of the
existing trees will be preserved.
Substation materials will consist primarily of galvanized metal, while the control enclosure will have an
aggregate finish. No buildings or structures capable of human occupation or storage will be constructed
on the site. A VFP Control Enclosure will be installed within the fenced substation. The control enclosure
will house “remote switching” and monitoring controls for the substation equipment.
A farm gate will be installed to prevent local traffic from entering the property. Gates to the property will
be locked at all times. Security fencing will surround the substation infrastructure. The fencing will consist
of woven steel fabric (minimum height of 7 feet) with additional barbed wire extension arms (1 foot in
length) on top. There will also be signage to the effect of “Danger! High Voltage.”
Electromagnetic field (EMF) and noise levels are not expected to exceed the ambient levels found outside
the substation property. Following is a proposed site plan map.
PROPOSED WINGATE SUBSTATION SITE PLAN
Photos of the subject, as well as a sample of surrounding properties, are provided on the following
pages to provide a visual example.
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SUBJECT PHOTOS
VIEW OF PROPOSED SUBSTATION SITE
VIEW OF PROPOSED SUBSTATION SITE
VIEW OF PROPOSED SUBSTATION SITE
VIEW OF PROPOSED SUBSTATION SITE
VIEW OF PROPOSED SUBSTATION SITE
VIEW OF PROPOSED SUBSTATION SITE
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PHOTOS OF ADJACENT PROPERTIES
VIEW OF ADJACENT FARMLAND TO SE &
EXISTING DUKE POWER ROW
VIEW OF ADJACENT FARMLAND TO SE &
EXISTING DUKE POWER ROW
VIEW OF ADJACENT FARMLAND TO NE
VIEW OF ADJACENT FARMLAND TO SE &
EXISTING DUKE POWER ROW
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SAMPLE PHOTOS OF PROPERTIES IN NEIGHBORHOOD
VIEW OF UNION COUNTY SHERIFF’S
OFFICE TRAINING CENTER (PORTION OF
SUBJECT/ENTIRE SITE)
VIEW OF CHURCH LOCATED ACROSS
ANSONVILLE ROAD TO THE SOUTH
VIEW OF RESIDENCE IN NEIGHBORHOOD
VIEW OF RESIDENCES IN NEIGHBORHOOD
VIEW OF RESIDENCE/FARMLAND IN
NEIGHBORHOOD
VIEW OF FARMLAND IN NEIGHBORHOOD
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CHARLOTTE AREA/UNION COUNTY
REGIONAL ANALYSIS
LOCATION AND ACCESS
The subject is located in Union County, North Carolina, within the Charlotte-Concord-Gastonia
Metropolitan Statistical Area (MSA). The MSA is comprised of 11 counties centered on the City of
Charlotte and located on the North Carolina-South Carolina border.
CHARLOTTE-CONCORD-GASTONIA MSA
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A primary driver of the Charlotte economy is its connectivity. Interstate 85 provides access southwest
to Greenville-Spartanburg and Atlanta, and northeast to Greensboro and Raleigh-Durham and I-95.
Interstate 77 connects south to Columbia, SC and I-26, which runs southeast to Charleston, SC. To
the north, I-77 connects to I-40 at Statesville, NC and to I-81 in Virginia. Interstate 40 also connects
west to the Asheville area and western NC. Interstate 277 is a 4.5-mile loop that encircles Charlotte’s
central business district. Further out is I-485, which is 67 miles in length and connects to I-77, I-85
and several of Charlotte’s ring suburbs. Primary US Highways bisect the region and include US
Highways 21, 29, 74, 321, 521, and 601.
The Charlotte Area Transit System (CATS) operates bus service to surrounding suburban
communities in both North and South Carolina. CATS also operates the LYNX light rail. Currently,
the system consists of the Blue Line, connecting Pineville in the south to UNC Charlotte in the
northeast, running through the CBD, totaling 19 miles. The newest part of the LYNX network is the
Gold Line, which is a 10-mile streetcar line being completed in phases. Currently, the line is 4 miles
with 17 stops, running from Sunnyside Avenue, south along Hawthorne Lane to 5th Street, at Novant
Hospital, and then west to the Johnson C Smith University Campus and the historic West End.
CATS is currently in the planning and design stages for the Lynx Silver Line, a multibillion-dollar east–
west light rail line that will run from Matthews through Uptown Charlotte and west to Charlotte
Douglas International Airport and across the Catawba River to Belmont. The line, projected to open
in 2030, will connect to the Blue Line at 11th Street and the future intermodal Charlotte Gateway
Station.
Charlotte-Douglas International Airport, located in western Mecklenburg County, is the region’s
center for air travel and consistently ranked as one of the top 10 busiest airports in the world. Service
is provided to 178 nonstop destinations, including international locations. Norfolk Southern Railway,
which has an intermodal facility at the airport, and CSX Transportation link over 40,000 miles of rail
between Charlotte and 23 eastern states.
DEMOGRAPHIC TRENDS
According to the 2020 US Census, the Charlotte MSA is the 23rd-largest in the US and the largest in
the Carolinas. Charlotte is consistently among the fastest growing cities in the US. The following table
outlines key demographic data for Charlotte, Mecklenburg County, and the MSA:
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The MSA, County and City are projected to have consistent population growth of 1.4% over the next
5 years. The following map shows projected population growth on the Census Tract level from 2024
to 2029. Although the entire area is growing, much of the population increases are centered on the
urban core, following Charlotte’s light rail to the north and south of the CBD, shown in the blue-
green colors. Other pockets of high growth are SW Mecklenburg County and central Iredell County
(Mooresville), as well as the I-85 corridor to the northeast. Generally, moving out from central
Charlotte, growth tends to be slower in the outlying areas of the surrounding counties.
City of Mecklenburg
Charlotte-
Concord-
Gastonia
Charlotte County MSA
Population
2029 Projection 991,373 1,258,917 3,026,237
2024 Estimate 930,043 1,190,061 2,851,936
2020 Census 875,493 1,115,482 2,660,329
2010 Census 732,641 919,622 2,243,837
Annual % Change 2010-2024 1.7%1.9%1.7%
Projected Annual % Change 2020-2029 1.4%1.4%1.4%
Households
2029 Projection 414,463 519,126 1,198,368
2024 Estimate 382,320 483,450 1,116,721
2020 Census 355,758 448,814 1,034,018
2010 Census 290,446 362,211 858,450
Annual % Change 2010-2024 2.0%2.1%1.9%
Projected Annual % Change 2020-2029 1.7%1.6%1.7%
2024 Average Household Size 2.4 2.5 2.6
Median Household Income
2029 Projection $96,047 $102,738 $96,271
2024 Estimate $80,421 $85,845 $81,494
Projected Annual % Change 2024-2029 3.6%3.7%3.4%
2029 Projection $489,589 $387,284 $447,193
2024 Estimate $422,005 $352,399 $373,787
Projected Annual % Change 2024-2029 3.0%1.9%3.7%
2024 Owner-Occupied 50.9% 51.0% 61.2%
2024 Renter-Occupied 42.6% 42.3% 32.2%
% Vacant 6.6%6.7%6.7%
Source: US Census Bureau, Census 2010 and 2020. ESRI estimates and forecasts for 2024 and 2029.
Demographic Summary
Median Owner-Occupied Housing Values
Housing Summary
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PROJECTED ANNUAL POPULATION GROWTH 2024 – 2029
BY CENSUS TRACT
ECONOMY
According to the North Carolina Department of Commerce, Division of Employment Security data,
MSA employment grew at an average of 3.0% per year from 2019 to 2023, including a contraction of
4.8% in 2020 due to the COVID-19 Pandemic. Unemployment peaked in April 2020 at 13.6% but
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recovered to less than 5.0% 12 months later. The following table outlines employment trends (annual
averages) for the MSA:
Unemployment for the MSA and Mecklenburg County have typically remained below national
averages, which is currently the case. The most recent rates (October 2024) are 3.3% to 3.4% for
Mecklenburg County and the MSA, respectively. Unemployment spiked in the US, State, County and
MSA in 2020, with rates in the 7% to 8% range. Historical unemployment rates are compared in the
following graph:
Year Employment Growth (Jobs)% Change Unemployment Rate
2019 1,299,595 86,479 2.8%3.8%
2020 1,237,468 -62,127 -4.8%3.5%
2021 1,296,980 59,512 4.8%7.3%
2022 1,377,095 80,115 6.2%4.6%
2023 1,458,158 81,063 5.9%3.2%
5- Year Annual Average 1,333,859 49,008 3.0%4.5%
YTD October 2024 1,481,702 23,544 1.6%3.4%
Notes: Annual data is the 12-Month Average for each year, unadjusted.
Note: % Change for October 2024 is from 2023 average.
Source: NC Employment Security Commission
Charlotte MSA Employment Trends
Note: Unem ployment rates are annual averages and is not seasonally ad justed.
Source: Bureau of Labor Statistics
Source: NC Department of Commerce, Division of Em ployment Security
10-Year Unemployment Rate Comparison
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%2014201520162017201820192020202120222023YTD10/2024Mecklenburg Co.MSA NC US
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Charlotte’s regional economy is diversified among the financial, manufacturing, trade, services and
government sectors. As shown in the following graph, the Trade, Transportation and Utilities sector
of the economy has the largest proportionate share of employed workers.
There are 18 Fortune 1000 headquarter locations in the Charlotte area, and over 300 Fortune 500
companies represented in the area. Following is a list of the Fortune 1000 companies headquartered
in the region:
Charlotte is a primary banking center for the US, with almost 120,000 employees in the financial
activities sector. Charlotte is the home for a branch of the US Federal Reserve and headquarters for
Source: Bureau of Labor Statistics, October 2024
Employment by Industry, Proportionate Share
Charlotte MSA
0% 5% 10% 15% 20% 25%
Trade, Transportation and
Utilities
Professional and Business
Services
Other Services
Mining, Logging,
Construction
Manufacturing
Leisure and Hospitality
Information
Government
Financial Activities
Education and Health
Services
Rank Company Rank Company Rank Company
18 Bank of America 296 Sonic Automotive 678 JELD-WEN
49 Lowe's 412 Albemarle 734 Brighthoue Financial
102 Nucor 503 CommScope 751 Dentsply Sirona
114 Honeywell 514 Ingersoll Rand 760 RXO
132 Truist 532 Coca Cola Consolidated 919 Curtiss-Wright
148 Duke Energy 603 Sealed Air
Source: Charlotte Regional Business Alliance
Charlotte-Area Fortune 1000 Headquarters
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Bank of America. Wells Fargo bank has its regional headquarters in Charlotte. Following is a list of
Mecklenburg County’s largest non-governmental employers.
Manufacturing has historically been a key element of Charlotte's economy. The region’s manufacturers
are in many different fields, including non-electrical and electrical machinery, metal working and
chemicals. Major manufacturers in the MSA represent every major NAICS category. The Charlotte
Chamber and Regional Partnership have placed emphasis on high-tech, biotech and other knowledge-
based industries. An example is the continuing expansion of the 350-acre North Carolina Research
Campus (NCRC), located in Kannapolis, which focuses on biotechnology related to food and
nutrition. The NCRC includes several university-run research facilities and will have over 1 million SF
of lab space when completed.
REAL ESTATE
Residential
Historically, Charlotte’s growth in employment and population has created an ongoing demand for
new housing, and residential building activity has kept pace with the growth. The most-recent building
permit activity in Mecklenburg County (through September 2024) is shown on the accompanying
graph:
Company Company
1 Atrium Health 6 Charter Communications
2 Wells Fargo 7 Novant
3 Bank of America 8 Presbyterian Hospital
4 Amazon 9 Universal Protection Service
5 American Airlines 10 Harris-Teeter
Source: NC Department of Commerce, 2nd Q 2024 data.
Mecklenburg County
Top 10 Largest Non-Governmental Employers
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Charlotte has historically had a very active residential transaction market. The following graphic
outlines recent key statistics for the Charlotte region, provided by the Charlotte Regional Realtor
Association’s MLS service (Canopy):
Listing volume is up 7.2% Year-to-Date 2024 versus a year ago. Median Sales Prices are up 3.9% over
the same timeframe. The total number of homes for sale has been much better and is now up 33.6%
from one year ago. There is 2.7 month’s supply of inventory available in the market, slightly improved
from a year ago.
Source: themarketedge.com
5-Year New Building Permit Trends
Mecklenburg Couny
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
20192020202120222023YTD 9/24Residential Commercial
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Commercial
Charlotte’s commercial real estate markets are active and generally performing well. However, the
office and multi-family segments have seen a significant uptick in vacancies, which is consistent with
other similar-sized markets. There is a substantial amount of apartments under construction, leading
to an upward-trending vacancy projection. Absorption is generally positive and lease rates continue to
increase in all segments except for multi-family. The Industrial segment has experienced significant
rent growth over the last 24 months. Vacancy rates for Retail have fluctuated little, within a few
hundred basis points over the last 5 years. Office and Multi-Family are trending upward.
The following table outlines key statistics for each segment of the commercial real estate market:
CONCLUSIONS AND RECENT NEWS
The Charlotte MSA region is home to of 2.85 million people in 11 counties, straddling the North
Carolina-South Carolina state line. It is strategically located in the center of the East Coast, within a
day's motor freight delivery to about 60% of the US population and over 60% of the nation’s industrial
base. Positive characteristics for the region include a relatively low cost of doing business, a diversified
industrial structure, and a rapidly growing population base due to in-migration.
Recent regional new job announcements in the region are outlined in the following table. Most of the
new employment is in advanced manufacturing.
Q3 2024 Office
Inventory YTD 387,780,115 SF 138,403,637 SF 231,649 Units 153,669,240 SF
Vacancy Rate 8.7%14.2%12.8%3.0%
Vacancy Rate One Year Ago 5.8%12.7%11.5%2.7%
12 Month Net Absorption 1,818,037 SF (1,017,234) SF 12,000 Units (217,517) SF
Market Asking Rent $9.32/SF $33.77/SF $1,610 /Month $24.81/SF
Market Rent One Year Ago $8.95/SF $33.15/SF $1,629 /Month $23.72/SF
Indicated 12-Month Rent Growth 4.1%1.9%-1.2%4.6%
Under Construction 10,960,790 SF 1,406,469 SF 25,055 Units 638,952 SF
Indicated Expansion 2.8%1.0%10.8%0.4%
Source: CoStar
Commercial Real Estate Segments Key Data
Industrial Multifamily Retail
Charlotte Market
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Charlotte Regional Business Reliance’s 3rd Quarter 2024 Growth Report has the following commentary
regarding the economic performance for the region:
“The Charlotte Region is still seeing positive economic growth, the CLT Alliance Research
Team found. In the third quarter of 2024, the region had $23 million in capital investments
and 86 announced jobs. The unemployment rate sat at 3.32%.
LCI-Lineberger, a heavy civil contractor, is one of the companies adding jobs. In early
September, the Lancaster County Department of Economic Development announced the
company was expanding. LCI-Lineberger will invest $8 million to create at least 10 new jobs
at its asphalt manufacturing facility in the KCH Industrial Park on Kershaw-Camden Highway.
Part of the $8 million will also be invested in new equipment. LCI-Lineberger is headquartered
in Lancaster County and already employs more than 100 people, the Lancaster County
Department of Economic Development said.
The company’s expansion is evidence of a healthy economic environment in the Charlotte
Region. This year, 30 announced projects have resulted in 1,827 announced jobs and more
than $663 million in capital investments.
This quarter, South Carolina has announced nearly 1,300 jobs across the state. In North
Carolina, that number tops 4,000.
There are 66 active projects in the Charlotte Region that are projected to generate about 18,570
new job opportunities.
The region is attractive to investors. It has low corporate tax rates, a range of incentives for
businesses, and a commitment to fostering a business-friendly environment. This makes the
landscape appealing to both domestic and international companies interested in initiating or
expanding their operations in the area, contributing to the ongoing economic vitality of the
Charlotte Region.”
County Company # New Jobs
Capital
Invesment ($
Millions)
Iredell Corvid Technologies 54 $30.0
Iredell DEHN, Inc 195 $38.6
Stanly Flextol 11 $0.3
Gaston HEYCO-Werk USA, Inc 34 $12.7
Gaston Lynddhal Telecom America, Inc 54 $5.6
Iredell Maclean Curtis 14 $16.3
Lancaster LCI Lineberger 10 $8.0
Mecklenburg Octapharma Plasma, Inc -- $18.7
York Private Advisor Group 6 --
Mecklenburg Rhombus, Inc 7 --
Mecklenburg Siemens Energy 475 $149.0
Catawba Steel Warehouse 58 $27.0
Mecklenburg Verinext 8 --
Source: Charlotte Regional Business Alliance
Charlotte Region
Economic Development Announcements
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UNION COUNTY
Union County is a part of the Charlotte MSA, bordering Mecklenburg County to the northwest.
Primary municipalities in Union County are Monroe, Indian Trail, Weddington, and Waxhaw. Indian
Trail, Weddington, and Waxhaw benefit from proximity to Mecklenburg County. Monroe is about 25
miles southeast of the Charlotte CBD. The areas in the east and south of the county are rural.
UNION COUNTY
Regional accessibility for Union County is good. The county is bisected by US Highways 74 and 601,
which intersect in Monroe. US Highway 74 runs southeast from Charlotte to Wilmington. This heavily
traveled thoroughfare is the primary east-west route in this part of the state, linking Union County to
the surrounding region. The Monroe Bypass/Expressway, a toll road bypass from Stallings to
Wingate, was completed late in 2018 and is shown on the following map. This expressway is helping
to alleviate chronic traffic congestion along US Highway 74.
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MONROE BYPASS/EXPRESSWAY
DEMOGRAPHIC TRENDS
Union County has an estimated 2024 population of 257,691, with an average projected annual growth
rate of 1.6% from 2020 through 2029. Union County’s income levels and housing values are above
that of the MSA. Median home values are projected to increase 3.7% annually in Union County for
the next 5 years, which is similar to the MSA. Slightly less than 80% of the county’s housing units are
owner-occupied. The accompanying table outlines general demographic data for the Town of
Wingate, City of Monroe, and Union County, in comparison to the MSA:
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ECONOMY
Like most places, unemployment in Union County peaked in 2020 during the coronavirus pandemic
and began to decline and level out in 2021-2022. The following graph is a comparison of
unemployment rates for the last 10 years for the US, North Carolina, Charlotte MSA, and Union
County:
Town of City of Union Charlotte
Wingate Monroe County MSA
Population
2029 Projection 4,018 40,150 275,741 3,026,237
2024 Estimate 4,034 37,350 257,691 2,851,936
2020 Census 4,116 34,563 238,267 2,660,329
2010 Census 3,547 32,881 201,295 2,243,837
Annual % Change 2010-2024 0.9%0.9%1.8%1.7%
Projected Annual % Change 2020-2029 -0.3%1.7%1.6%1.4%
Households
2029 Projection 930 14,240 93,502 1,198,368
2024 Estimate 931 13,224 56,998 1,116,721
2020 Census 939 12,162 80,167 1,034,018
2010 Census 961 11,153 67,866 858,450
Annual % Change 2010-2024 -0.2%1.2%-1.2%1.9%
Projected Annual % Change 2020-2029 -0.1%1.8%1.7%1.7%
2024 Average Household Size 4.3 2.8 4.5 2.6
Median Household Income
2029 Projection $73,157 $82,585 $114,902 $96,271
2024 Estimate $59,649 $70,224 $100,630 $81,494
Projected Annual % Change 2024-2029 4.2%3.3%2.7%3.4%
2029 Projection $548,272 $418,418 $533,551 $447,193
2024 Estimate $278,814 $332,495 $444,654 $373,787
Projected Annual % Change 2024-2029 14.5%4.7%3.7%3.7%
2024 Owner-Occupied 60.3% 59.2% 78.3% 61.2%
2024 Renter-Occupied 30.2% 34.7% 17.2% 32.2%
% Vacant 9.5%6.1%4.5%6.6%
Source: US Census Bureau, Census 2010 and 2020. ESRI estimates and forecasts for 2024 and 2029.
Demographic Summary
Median Owner-Occupied Housing Values
Housing Summary
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According to the North Carolina Department of Commerce, Division of Employment Security data,
employment in Union County grew at an average of 1.7% per year from 2020 to 2024, with an
average unemployment rate of 3.2%. The following table outlines employment trends for Union
County:
Employment within Union County is dominated by the Service-Providing sector, which comprises
approximately 35% of all employed persons. Goods-Producing accounts for approximately 16%, with
Trade, Transportation, and Utilities at approximately 10% and Education and Health Services at
approximately 9%, as shown below:
Note: Data is from December of each y ear, not seasonally ad j usted.
Source: Bureau of Labor Statistics
Unemployment Rate Comparison
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Union MSA NC US
Year Employment Growth (Jobs)% Growth
Unemployment
Rate
2020 114,253 -5,346 -4.5%4.7%
2021 123,744 9,491 8.3%2.7%
2022 126,494 2,750 2.2%2.8%
2023 128,230 1,736 1.4%2.9%
2024 129,794 1,564 1.2%2.9%
Average 2020-2024 124,503 2,039 1.7%3.2%
Note: Annual data is from December of each year, unadjusted.
Source: NC Department of Commerce, Division of Employment Securit y
5-Year Emp loyment Trends
Union County
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According to the NC Department of Commerce, Labor & Economic Analysis, the 10 largest
employers in Union County are as follows, listed by number employed:
CONCLUSION
Union County and the surrounding Charlotte metropolitan area have increasingly diversified
economies. Both population and labor force are trending upward. With a commitment to
infrastructure expansion, including the Monroe Bypass and the continuing outward growth from inner
Charlotte, Union County is poised for growth.
Source: Bureau of Labor Statistics, Quarterly Census of Employment and Wages, Q2 2024
Employment by Industry, Proportionate Share
Union County
0% 10% 20% 30% 40%
Goods-Producing
Natural Resources and Mining
Construction
Manufacturing
Service-Providing
Trade, Transportation and Utilities
Information
Financial Activities
Professional and Business Services
Education and Health Services
Leisure and Hospitality
Other Services
Public Administration
Company Industry # Employed
Union Co Schools Education 1,000+
Union County Public Administration 1,000+
ATI Specialty Materials Manufacturing 1,000+
Tyson Farms Manufacturing 1,000+
Harris Teeter Retail 1,000+
Utility Lines Construction Construction 1,000+
Wal-Mart Retail 500-999
City of Monroe Public Administration 500-999
Charlotte-Mecklenburg Hospital Authority Healthcare 500-999
Pilgrims Pride Manufacturing 500-999
Source: NC De pt of Commerce, Q2 2024
Union County Largest Employers
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NEIGHBORHOOD ANALYSIS
The Dictionary of Real Estate Appraisal, 7th Edition, 2022, page 130, defines a neighborhood as "a group of
complementary land uses; a congruous grouping of inhabitants, buildings, or business enterprises."
LOCATION/BOUNDARIES
The subject is located approximately 7 miles northeast of Monroe in the unincorporated portion of
Union County. The neighborhood is a rural area that is comprised primarily of residential and
agricultural users. There is vacant land available for new development. The following map shows the
neighborhood boundaries and location of the subject within the neighborhood:
NEIGHBORHOOD MAP
ACCESSIBILITY
Primary access to the neighborhood is provided by the US-74 Bypass, which is located immediately
south of the neighborhood. Secondary access is provided by Monroe-Ansonville/Ansonville Road,
Mills Harris Road, McIntyre Road, Olive Branch Road and East Lawyers Road. Access to the
neighborhood is good.
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UTILITIES
The majority of the subject neighborhood has private wells and septic system with access to electricity,
natural gas, and telecommunications services provided by private companies.
LAND USE PATTERN/DEVELOPMENT ACTIVITY
The neighborhood is a rural area that is comprised primarily of residential and agricultural users. There
is vacant land available for new development. There are no known zoning changes or applications for
change that would have a negative impact in the neighborhood. The zoning districts and land use
pattern are compatible.
NEIGHBORHOOD LAND USE
BUILT-UP/LIFE CYCLE
The surrounding neighborhood is approximately 20% built up with vacant land available for new
development. The majority of vacant land in the neighborhood is used for agricultural purposes.
Considering the life cycles that neighborhoods have, growth, stability, decline and revitalization--the
subject neighborhood is in a stable/slight decline stage.
Residential
Agricultural
Residential
Residential
Residential
Agricultural
Agricultural
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ENVIRONMENTAL CHARACTERISTICS
The primary environmental characteristics to be considered are any nuisances or hazards as a result of
land uses within the subject neighborhood. The appraisers are unqualified to determine the existence
of hazardous materials; however, based on an inspection of the area, this report assumes there are no
adverse nuisances or hazards that would impact property values in a negative way.
DEMOGRAPHICS
The accompanying table summarizes past, current and projected demographics for the neighborhood.
Town of Wingate, City of Monroe, Union County, and MSA data is shown for comparison. The
demographic profile for the neighborhood indicates incomes that are similar to the City of Monroe
and below Union County and the MSA. Owner-occupied housing values are below the Town of
Wingate and Union County but above the City of Monroe and MSA. The neighborhood has
historically remained a slow growth/stable area with a slight amount of decline, primarily due to the
rural nature of the area. Population growth is forecasted to decline slightly through 2029.
Town of City of Union Charlotte
Neighborhood Wingate Monroe County MSA
Population
2029 Projection 509 4,018 40,150 275,741 3,026,237
2024 Estimate 510 4,034 37,350 257,691 2,851,936
2020 Census 540 4,116 34,563 238,267 2,660,329
2010 Census 531 3,547 32,881 201,295 2,243,837
Annual % Change 2010-2024 -0.3%0.9%0.9%1.8%1.7%
Projected Annual % Change 2020-2029 -0.7%-0.3%1.7%1.6%1.4%
Households
2029 Projection 183 930 14,240 93,502 1,198,368
2024 Estimate 182 931 13,224 56,998 1,116,721
2020 Census 180 939 12,162 80,167 1,034,018
2010 Census 166 961 11,153 67,866 858,450
Annual % Change 2010-2024 0.7%-0.2%1.2%-1.2%1.9%
Projected Annual % Change 2020-2029 0.2%-0.1%1.8%1.7%1.7%
2024 Average Household Size 2.8 4.3 2.8 4.5 2.6
Median Household Income
2029 Projection $84,344 $73,157 $82,585 $114,902 $96,271
2024 Estimate $70,822 $59,649 $70,224 $100,630 $81,494
Projected Annual % Change 2024-2029 3.6%4.2%3.3%2.7%3.4%
2029 Projection $500,000 $548,272 $418,418 $533,551 $447,193
2024 Estimate $263,542 $278,814 $332,495 $444,654 $373,787
Projected Annual % Change 2024-2029 13.7% 14.5%4.7%3.7%3.7%
2024 Owner-Occupied 64.7% 60.3% 59.2% 78.3% 61.2%
2024 Renter-Occupied 24.5% 30.2% 34.7% 17.2% 32.2%
% Vacant 10.8%9.5%6.1%4.5%6.6%
Source: US Census Bureau, Census 2010 and 2020. ESRI estimates and forecasts for 2024 and 2029.
Demographic Summary
Median Owner-Occupied Housing Values
Housing Summary
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CONCLUSION
The subject is located approximately 7 miles northeast of Monroe in the unincorporated portion of
Union County. The neighborhood is a rural area that is comprised primarily of residential and
agricultural users. There is vacant land available for new development. The neighborhood has
historically remained a slow growth/stable area with a slight amount of decline, primarily due to the
rural nature of the area. Population growth is forecasted to decline slightly through 2029. The subject
neighborhood is in a stable/slight decline stage.
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RESEARCH PUBLICATION SUMMARY
In the past, as well as currently for this assignment, we have researched various articles, essays, and
publications regarding transmission lines and substations, and their potential impact on real estate
values on nearby properties.
Typical variables considered control variables such as structural i.e., housing size, age of home,
occupancy, lot size, and construction materials. The other set of variables include things such as the
economy, neighborhood characteristics, environmental conditions, accessibility, and position in a
neighborhood.
Results for the impact on real estate values derived from the studies varied from positive to negative.
Regarding the negative impact, especially for substations, it was less than 3%, and that depended on
proximity to the substation and/or transmission line. This is believed to be minimal. Considering the
subject’s rural location and its proposed siting on the eastern portion of the property with heavy
buffering, and the surveys’ results, property values will not be impacted by the proposed substation.
Regarding health concerns, one article reported that after nearly 40 years of research, there is no clear
indication that the magnetic fields, or some other factor to do with being near a power line has any
effects on health. The level of EMF’s should not be any more than what would be found in a home.
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FINDINGS OF FACT
There are five findings of fact and assumptions that are considered by the Union County Board of
Adjustment. This report assumes UPC will meet all performance standards and that all zoning, and/or
governmental regulations, will be met. For UPC to win approval, the following criteria will have to be
met per the Zoning Ordinance.
1. The proposed use and development comply with all regulations and standards generally applicable within the zoning
district and specifically applicable to the particular type of special use.
This report assumes that the proposed use will meet all regulations and conditions set forth by the
county, state, and federal government. The proposed use will be in harmony with the area.
2. The proposed development will not materially endanger the public health or safety. Considerations:
a. Traffic conditions in the vicinity, including the effect of additional traffic on streets and street intersections,
sight lines at street intersections and curb cuts;
b. Provision of services and utilities, including sewer, water, electrical, garbage collections and fire protection;
c. Soil erosion and sedimentation; and
d. Protection of public, community, or private water supplies, including possible adverse effects on surface
waters or groundwater.
It is assumed that Union Power Cooperative (UPC) will adhere to the American National Standard
(ANSI) National Electrical Safety Code, ANSI/IEEE as well as the Occupational Safety and Health
Administration regulations. UPC has had a long history of operation in this area and has complied
with all local and state laws. It is assumed UPC will continue to operate in the same professional
manner.
As the substation will be unmanned, no public utilities will be required to operate and maintain the
facility. Water, sewer and garbage collection will not be required. The proposed substation will not
create additional traffic and will have a minimal impact, if any on vehicular traffic. Regarding “Item
B” above, the new substation will increase electrical capacity for the area to meet increasing demand.
Regarding soil erosion/sedimentation, the UPC will abide by the guidelines detailed in the North
Carolina Sediment and Erosion Control to minimize site disturbance, control water runoff, and
stabilize graded slopes. UPC will also implement an SPCC oil spill prevention plan.
A 30-foot stream buffer is located along both sides of Jack’s Branch, which is located through the
eastern portion of the site. Additionally, wetlands are located on the site. Based on the proposed site
plan, the substation will not impact the existing buffer or wetlands.
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As the appraisers are not experts in the field of public health or safety, they are unable to provide a
professional opinion regarding this criterion. However, based on the above, it is assumed the proposed
use will adhere to all regulations. It is assumed that Electromagnetic field (EMF) and noise levels will
not exceed ambient levels found outside the property.
Lastly, UPC will install a farm gate to prevent local traffic from entering the property. Per Standard
Operating Standards, security fencing, with barbed wire will be placed around the substation
infrastructure. Gates to the property and the substation itself will be locked all the time.
3. The proposed development will not substantially injure the value of abutting property, or is a public necessity. welfare.
The proposed substation will be set back approximately 2,950 feet from Ansonville Road, which is
the closest public roadway, and will have a large, wooded buffer. The substation will be in keeping
with the rural nature of the neighborhood. An existing 68-foot-wide Duke Energy right-of-way and
transmission line extend from the site’s southeastern boundary to the site’s northwestern boundary.
The proposed substation will be located immediately north of the existing transmission line on the
eastern portion of the site.
As previously discussed in the Neighborhood section of the report, ESRI projects home values to
increase at a healthy average of 13.7% per year, which is slightly below that of the Town of Wingate,
which is projected to grow at an average of 14.5% per year. The 2024 estimated median owner-
occupied housing value in the neighborhood is $263,542, which is projected to increase to $500,000
in 2029. As shown in the following tables, within a 3-mile radius of the proposed Wingate substation,
median sale prices of single-family homes have generally increased over the past 5 years. Sale prices
of acreage/farmland fluctuates annually; primarily due to the low number of sales for this property
type.
Year Number of Sales Median Closed Price
2020 63 $249,500
2021 71 $295,360
2022 61 $310,000
2023 39 $330,000
2024 32 $357,500
Average 2020-2024 53 $308,472
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Proposed Wingate Substation (3 Mile Radius)
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Realtors from National Land, Haymond Properties, the Moser Group and Dean Harrell who are active
in land sale and development in Union County were contacted to discuss the potential impact of
building a substation. After explaining the location and plans for the subject, especially buffering, most
believed it would not have a negative impact on nearby property values. One felt a substation could
have an undesirable impact. This broker specified that visibility to adjoining properties was an
important factor. He stated that “if you can see it, it’s a problem.” He also cited the public’s perception
of potential health problems due to EMF’s. When the broker spoke of EMF’s, he mainly referred to
large transmission wires and not substations.
When asked if the brokers knew of a situation where development of a substation impacted property
values, none did. All stated that there are a lot of variables that need to be considered, such as visibility,
if transmission lines already exist, the way the substation is sited on the property, and if there is
sufficient buffer. All felt buffering was critical. Also, most felt being in a largely residential/rural
location was helpful.
COMPARABLE SUBSTATIONS
A sample of substations similar as to what is proposed on the subject were researched to see if there
were any indications that the substation impacted property values nearby, assuming all other factors
remain equal. Following is a synopsis for each comparable.
Year Number of Sales Median Closed Price
2020 5 $116,000
2021 11 $198,358
2022 6 $260,000
2023 2 $120,000
2024 2 $677,500
Average 2020-2024 5 $274,372
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Proposed Wingate Substation (3 Mile Radius)
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OVERALL LOCATION MAP OF COMPARABLE SUBSTATIONS
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PARKWOOD SUBSTATION
AERIAL VIEW
VIEW FROM LANCASTER HWY
Union Power Cooperative’s Parkwood substation was constructed in 2023/2024 and replaced an older
facility. The area surrounding the Parkwood substation is rural and agricultural, similar to the area
surrounding the proposed Wingate substation. As shown in the following tables, within a 3-mile radius
of the Parkwood substation, median sale prices of single-family homes have generally increased over
the past 5 years. Sale prices of acreage/farmland fluctuates annually; primarily due to the low number
of sales for this property type. The information shown in the tables below indicates that the market
in this area remained generally healthy and it is not likely that the substation or other factors negatively
impacted property values.
Year Number of Sales Median Closed Price
2020 54 $288,975
2021 64 $345,000
2022 71 $430,000
2023 44 $487,500
2024 50 $471,500
Average 2020-2024 57 $404,595
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Parkwood Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 10 $105,000
2021 13 $132,500
2022 3 $430,000
2023 2 $289,950
2024 3 $300,000
Average 2020-2024 6 $251,490
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Parkwood Substation (3 Mile Radius)
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TRINITY SUBSTATION
AERIAL VIEW
VIEW FROM WALTERS MILL RD
Union Power Cooperative’s Trinity substation is a new substation that replaced an older facility in
2019. The area surrounding the Trinity substation is rural and agricultural, similar to the area
surrounding the proposed Wingate substation. As shown in the following tables, within a 3-mile radius
of the Trinity substation, median sale prices of single-family homes have generally increased over the
past 5 years. Sale prices of acreage/farmland fluctuates annually; primarily due to the low number of
sales for this property type. The information shown in the tables below indicates that the market in
this area remained generally healthy and it is not likely that the substation or other factors negatively
impacted property values.
Year Number of Sales Median Closed Price
2020 12 $210,000
2021 21 $260,000
2022 13 $350,000
2023 19 $389,500
2024 9 $339,000
Average 2020-2024 15 $309,700
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Trinity Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 1 $30,000
2021 2 $451,788
2022 4 $122,500
2023 2 $728,300
2024 2 $485,000
Average 2020-2024 2 $363,518
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Trinity Substation (3 Mile Radius)
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HEMBY BRIDGE SUBSTATION
AERIAL VIEW
VIEW FROM RIDGE RD
The Hemby Bridge substation was built in 2008, and based on historical maps, there was no substation
at or near this location prior to its development. The Hemby Bridge substation is located in a more
populated/suburban area, similar to the Will Plyler and Willoughby substations, as compared to the
proposed Wingate substation. The substation is heavily buffered and difficult to see from the road,
with the exception of the entrance drive. As shown in the following tables, within a 3-mile radius of
the Hemby Bridge substation, median sale prices of single-family homes have generally increased over
the past 5 years. Sale prices of acreage/farmland fluctuates annually; primarily due to the low number
of sales for this property type. The information shown in the tables below indicates that the market
in this area remained generally healthy and it is not likely that the substation or other factors negatively
impacted property values.
Year Number of Sales Median Closed Price
2020 259 $312,900
2021 275 $361,612
2022 189 $464,456
2023 183 $478,250
2024 143 $482,000
Average 2020-2024 210 $419,844
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Hemby Bridge Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 11 $300,000
2021 18 $201,750
2022 4 $467,500
2023 7 $183,904
2024 2 $87,250
Average 2020-2024 8 $248,081
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Hemby Bridge Substation (3 Mile Radius)
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WILL PLYLER SUBSTATION
AERIAL VIEW
VIEW FROM WILL PLYLER RD
The Will Plyler substation was built around 2008, and is a more populated/suburban area, similar to
the Hemby Bridge and Willoughby substations, and more populated than the proposed Wingate
substation. The substation is heavily buffered and difficult to see from the road, with the exception of
the entrance drive. As shown in the following tables, within a 3-mile radius of the Will Plyler
substation, median sale prices of single-family homes have generally increased over the past 5 years.
Sale prices of acreage/farmland fluctuates annually; primarily due to the low number of sales for this
property type. The information shown in the tables below indicates that the market in this area
remained generally healthy and it is not likely that the substation or other factors negatively impacted
property values.
Year Number of Sales Median Closed Price
2020 612 $483,500
2021 554 $599,945
2022 441 $701,000
2023 325 $739,000
2024 335 $795,000
Average 2020-2024 453 $663,689
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Will Plyler Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 7 $250,000
2021 15 $330,000
2022 9 $400,000
2023 2 $940,000
2024 4 $345,000
Average 2020-2024 7 $453,000
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Will Plyler Substation (3 Mile Radius)
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MT. PLEASANT SUBSTATION
AERIAL VIEW
VIEW FROM MT PLEASANT RD SOUTH
The Mt. Pleasant substation was built around 2015. As shown in the following tables, within a 3-mile
radius of the Mt. Pleasant substation, median sale prices of single-family homes have generally
increased over the past 5 years. Sale prices of acreage/farmland fluctuates annually; primarily due to
the low number of sales for this property type. The information shown in the tables below indicates
that the market in this area remained generally healthy and it is not likely that the substation or other
factors negatively impacted property values.
Year Number of Sales Median Closed Price
2020 78 $275,000
2021 79 $295,000
2022 54 $312,250
2023 48 $319,950
2024 41 $409,000
Average 2020-2024 60 $322,240
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Mt Pleasant Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 3 $65,000
2021 5 $160,000
2022 7 $225,000
2023 8 $220,000
2024 3 $72,000
Average 2020-2024 5 $148,400
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Mt Pleasant Substation (3 Mile Radius)
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WILLOUGHBY SUBSTATION
AERIAL VIEW
VIEW FROM WATKINS RD
The Willoughby substation was built in 2022/2023, and is a more populated/suburban area, similar
to the Hemby Bridge and Will Plyler substations, and more populated than the proposed Wingate
substation. As shown in the following tables, within a 3-mile radius of the Willoughby substation,
median sale prices of single-family homes have generally increased over the past 5 years. Sale prices
of acreage/farmland fluctuates annually; primarily due to the low number of sales for this property
type. The information shown in the tables below indicates that the market in this area remained
generally healthy and it is not likely that the substation or other factors negatively impacted property
values.
Year Number of Sales Median Closed Price
2020 353 $243,000
2021 433 $320,000
2022 424 $381,750
2023 249 $375,000
2024 377 $402,684
Average 2020-2024 367 $344,487
Source: CMLS
5-Year Historical Home Sales & Median Sale Prices
Willoughby Substation (3 Mile Radius)
Year Number of Sales Median Closed Price
2020 1 $425,000
2021 1 $1,250,000
2022 3 $89,000
2023 5 $285,000
2024 2 $991,500
Average 2020-2024 2 $608,100
Source: CMLS
5-Year Historical Acreage/Farmland Sales & Median Sale Prices
Willoughby Substation (3 Mile Radius)
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4. The proposed development will be in harmony with the area in which it is located.
The property and a majority of the neighborhood are zoned RA-200, which is intended for low density
residential, agricultural, and institutional users. Much of the neighborhood consists of agricultural land,
with rural residential uses as well. The proposed substation is to be located in this area to avoid being
close to higher densities, particularly single-family residential development.
There are existing distribution and transmission lines on the site as well as transmission towers. As
one of the brokers interviewed stated, the existence of large transmission lines should have little effect
on buyers. One of the studies commented that large easements for power lines are often used for
park, bike paths, or open space and some believe that is desirable. The existing lines will be connected
to the proposed substation. This is more efficient and has no impact on other property owners or
environmentally sensitive areas.
5. The proposed development will be in general conformity with the comprehensive plan.
The Adopted Union County 2050 Land Use Map is included on the following page. The County
intends to have rural residential and agricultural uses in the subject’s neighborhood. Under the RA-
200 zoning, a substation is listed as a Special Use and a permit is required. The proposed substation
will be located approximately 2,500 feet north of Ansonville Road and will maintain a large, wooded
buffer along the perimeter, which will preserve the agricultural nature of the area. The majority of the
surrounding land users are agricultural or homes on larger tracts of land.
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ADOPTED UNION COUNTY 2050 LAND USE MAP
Subject
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CONCLUSION
Based on our research, use of a portion of the site for development of a substation will maintain or
enhance the value of contiguous property, and will not violate the neighborhood character or adversely
affect surrounding land uses. Additionally, the proposed substation will comply with the general plan
for the physical development of the County as embodied in the Union County Development
Ordinance and/or in the Future Land Use Plan.
Thank you for the opportunity to be of service, and if any information or clarification is needed, please
do not hesitate to contact us.
Sincerely,
Sarah E Lak
North Carolina State Registered Trainee Appraiser #T5345
Mark T Lambert, MAI, AI-GRS
North Carolina State Certified General Appraiser #A3572
704-375-1032 x 705 704-650-6271
sarah@fortenberrylambert.com mark@fortenberrylambert.com
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ADDENDA
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ASSUMPTIONS AND LIMITING CONDITIONS
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This appraisal report has been made with the following general assumptions and limiting conditions:
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EXHIBITS
The illustrations and maps in this report are included to assist the reader in visualizing the property
and are not necessarily to scale. Various photographs, if any, are included for the same purpose as of
the date of the photographs. Site plans are not surveys unless so designated.
LEGAL, ENGINEERING, FINANCIAL, STRUCTURAL OR MECHANICAL NATURE, HIDDEN
COMPONENTS, SOIL
No responsibility is assumed for matters legal in character or nature, nor matters of survey, or of any
architectural, structural, mechanical, or engineering nature. No opinion is rendered as to the title,
which is presumed to be good and marketable. The property is appraised as if free and clear, unless
otherwise stated in particular parts of the report. The legal description is assumed to be correct as used
in this report as furnished by the client, his designee or as derived by Fortenberry Lambert, Inc..
Fortenberry Lambert, Inc. has inspected as far as possible, by observation, the land and the
improvements; however, it was not possible to personally observe conditions beneath the soil, or
hidden structural, mechanical or other components, and Fortenberry Lambert, Inc. shall not be
responsible for defects in the property which may be related.
The report is based on there being no hidden, unapparent, or apparent conditions of the property site,
subsoil or structures or toxic materials which would render it more or less valuable. No responsibility
is assumed for any such conditions or for any expertise or engineering to discover them. All
mechanical components are assumed to be in operable condition and status standard for properties
of the subject type. Conditions of heating, cooling, ventilation, electrical, and plumbing equipment are
considered to be commensurate with the condition of the balance of the improvements unless
otherwise stated.
If Fortenberry Lambert, Inc. has not been supplied with a termite inspection, survey or occupancy
permit, no responsibility or representation is assumed or made for any costs associated with obtaining
same or for any deficiencies discovered before or after they are obtained. No representation or
warranties are made concerning obtaining the above-mentioned items.
Fortenberry Lambert, Inc. assumes no responsibility for any costs or consequences arising due to
the need, or the lack of need, for flood hazard insurance. An agent for The Federal Flood Insurance
Program should be contacted to determine the actual need for Flood Hazard Insurance.
LEGALITY OF USE
The report is based on the premise that there is full compliance with all applicable federal, state and
local environmental regulations and laws unless otherwise stated in the report; further, that all
applicable zoning, building and use regulations, and restrictions of all types have been complied with
unless otherwise stated in the report. Further, it is assumed that all required licenses, consents, permits,
or other legislative or administrative authority, local, state, federal and/or private entity or organization
have been or may be obtained or renewed for any use considered in the value estimate.
COMPONENT VALUES
The distribution of the total valuation in this report between land and improvements applies only
under the existing program of utilization. The separate valuations for land and building must not be
used in conjunction with any other report and are invalid if so used.
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AUXILIARY AND RELATED STUDIES
No environmental or impact studies, special market study or analysis, highest and best use analysis,
study or feasibility study has been required or made unless otherwise specified in an agreement for
services or in the report.
DOLLAR VALUES, PURCHASING POWER
The market value estimated and the costs used are as of the date of the estimate of value, unless
otherwise indicated. All dollar amounts are based on the purchasing power and price of the dollar as
of the date of the value estimate.
INCLUSIONS
Furnishings and equipment or personal property or business operations, except as specifically
indicated and typically considered as a part of real estate, have been disregarded with only the real
estate being considered in the value estimate, unless otherwise stated. In some property types, business
and real estate interests and values are combined.
PROPOSED IMPROVEMENTS, CONDITIONAL VALUE
Improvements proposed, if any, onsite or offsite, as well as any repairs required, are considered for
purposes of this report to be completed in a timely, good and workmanlike manner, according to
information submitted and/or considered by Fortenberry Lambert, Inc.. In cases of proposed
construction, the report is subject to change upon inspection of property after construction is
completed.
VALUE CHANGE, DYNAMIC MARKET, INFLUENCES, ALTERATION OF ESTIMATE
The estimated value, which is defined in the report, is subject to change with market changes over
time. Value is highly related to exposure, time, promotional effort, terms, motivation, and conditions
surrounding the offering. The value estimate considers the productivity and relative attractiveness of
the property physically and economically in the marketplace.
In cases of reports involving the capitalization of income benefits, the estimate of market value or
investment value or value in use is a reflection of such benefits and Fortenberry Lambert, Inc.’s
interpretation of income and yields and other factors derived from general and specific client and
market information. Such estimates are as of the date of the estimate of value; thus, they are subject
to change as the market and value is naturally dynamic.
The "estimate of market value" in the report is not based in whole or in part upon the race, color, or
national origin of the present owners or occupants of the properties in the vicinity of the property
appraised.
REPORT AND VALUE ESTIMATE
Report and value estimates are subject to change if physical or legal entity or financing differ from
that envisioned in this report.
MANAGEMENT OF THE PROPERTY
It is assumed that the property that is the subject of this report will be under prudent and competent
ownership and management.
HAZARDOUS MATERIALS
Unless otherwise stated in this report, the existence of hazardous substances, including without
limitation, asbestos, polychlorinated biphenyls, petroleum leakage, or agricultural chemicals, which
may or may not be present on the property, or other environmental conditions, were not called to the
attention of nor did Fortenberry Lambert, Inc. become aware of such during their inspection.
Fortenberry Lambert, Inc. had no knowledge of the existence of such materials on or in the property
unless otherwise stated. Fortenberry Lambert, Inc., however, is not qualified to test such substances
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or conditions. If the presence of such substances such as asbestos, urea formaldehyde foam insulation,
or other hazardous substances or environmental conditions, may affect the value of the property, the
value estimate is predicated on the assumption that there is no such condition on or in the property
or in the proximity that it would cause a loss in value. No responsibility is assumed for any such
conditions, or for any expertise or engineering knowledge required to discover them.
SOIL AND SUBSOIL CONDITIONS
Unless otherwise stated in this report, Fortenberry Lambert, Inc. does not warrant the soil or subsoil
conditions for toxic or hazardous waste materials. Where any suspected materials might be present,
we have indicated in the report; however, Fortenberry Lambert, Inc. are not experts in this field and
recommend appropriate engineering studies to monitor the presence or absence of these materials.
AMERICANS WITH DISABILITIES ACT (ADA)
Fortenberry Lambert, Inc. has not made a specific compliance survey and analysis of this property
to determine whether or not it is in conformity with the various detailed requirements of the
Americans with Disabilities Act ("ADA"), which became effective January 26, 1992. It is possible that
a compliance survey of the property together with a detailed analysis of the requirements of the ADA
could reveal that the property is not in compliance with one or more of the requirements of the Act.
If so, this fact could have a negative effect upon the value of the property. Since Fortenberry
Lambert, Inc. has no direct evidence relating to this issue, we did not consider possible non-
compliance with the requirements of ADA in estimating the value of the property."
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DEED/LEGAL DESCRIPTION
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TAX CARD
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QUALIFICATIONS AND LICENSES
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QUALIFICATIONS
Sarah E. Lak
Fortenberry Lambert, Inc.
1213 West Morehead Street, 5th Floor, Charlotte, North Carolina 28208
Phone: (704)375-1032 sarah@fortenberrylambert.com
EDUCATIONAL BACKGROUND
Grand Canyon University Phoenix, Arizona
Business Management – 2015 to Present
North Carolina State University Raleigh, North Carolina
Animal Science – 1998 to 1999
Creative Education, LLC Gastonia, North Carolina
Courses Completed
R-1 Basic Appraisal Principles
R-2 Basic Appraisal Procedures
R-3 Market Analysis/Highest & Best Use
R-4 USPAP National Course
REAL ESTATE ANALYSIS EXPERIENCE
Fortenberry Lambert, Inc. Charlotte, North Carolina
Registered Trainee Appraiser
Commercial real estate consulting and appraisal. Provide commercial appraisal services, financial analyses,
and highest and best use studies to commercial real estate owners, developers, financial institutions, and
public agencies.
Bryant & Rutledge, LLC Charlotte, North Carolina
Registered Trainee Appraiser
Commercial real estate consulting and appraisal. Provide commercial appraisal services, financial analyses,
and highest and best use studies to commercial real estate owners, developers, financial institutions, and
public agencies.
PROFESSIONAL AFFILIATIONS
North Carolina State Registered Trainee Real Estate Appraiser, License No. T5345
Notary Public, North Carolina
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QUALIFICATIONS
Mark Thomas Lambert, MAI, AI-GRS
Fortenberry Lambert, Inc.
1213 West Morehead Street, 5th Floor, Charlotte, North Carolina 28208
(704) 375-1032, Extension 706 Cell: (704) 650-6271 mark@fortenberrylambert.com
REAL ESTATE APPRAISAL AND ANALYSIS EXPERIENCE
Fortenberry Lambert, Inc. Charlotte, North Carolina
Partner
Commercial real estate consulting and appraisal. Opened firm in January 2001. Provide real estate services to
developers, property owners, and financial clients. Services include valuation, market/feasibility analysis.
Specialist in multi-tenant lease-by-lease, and discounted cash flow analysis using Argus software.
Lambert Consulting Charlotte, North Carolina
Owner
Commercial real estate consulting and appraisal. Provided real estate services to developer, property owner,
and financial clients. Opened firm in 1996.
TB Harris, Jr., & Associates Charlotte, North Carolina
Vice President
Provided appraisal services.
The Rouse Company Columbia, Maryland
Research Analyst
Worked as an in-house consultant for three divisions: Retail Development/Acquisitions, Office and
Community Development, and Operating Properties. Responsibilities included locating and analyzing potential
sites for retail and/or office developments and involvement in the management, operations, marketing and
leasing for 15 regional malls and mixed-use developments within the Rouse portfolio.
The Hahn Company San Diego, California
Market Analyst Intern
Market feasibility and site analysis for an 800,000-square-foot shopping center proposed to be developed at the
University Place mixed-use complex in northeast Mecklenburg County, North Carolina.
Charlotte-Mecklenburg Planning Commission Charlotte, North Carolina
Intern
Worked part-time while in graduate school researching demographic data and working on various district
plans, small area plans, and special projects.
EDUCATION
Texas A&M University, College Station, Texas
Bachelor of Science, Renewable Natural Resources 1985
University of North Carolina at Charlotte, Charlotte, North Carolina
Post-Graduate, Department of Geography & Earth Sciences
Location Analysis - Real Estate
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Mark Thomas Lambert, MAI, AI-GRS
Fortenberry Lambert, Inc.
1213 West Morehead Street, 5th Floor, Charlotte, North Carolina 28208
(704) 375-1032, Extension 706 Cell: (704) 650-6271 mark@fortenberrylambert.com
APPRAISAL EDUCATION
The Appraisal Institute
Courses Completed
1A-1 Real Estate Appraisal Principles
1A-2 Basic Valuation Procedures
1B-A Income Capitalization - Part A
1B-B Income Capitalization - Part B
550 Advanced Applications
II 540 Report Writing and Valuation Analysis
Standards of Professional Practice
Review Theory
Continuing Education Requirements - Current
AFFILIATIONS AND ACTIVITIES
The Appraisal Institute, MAI
The Appraisal Institute, AI-GRS
North Carolina State Certified General Real Estate Appraiser #A3572
South Carolina State Certified General Real Estate Appraiser #CG3415
Appraisal Institute Metrolina Chapter Advisory Board (Past)
Building Owners and Managers Association
Charlotte Region Realtor Association
ClareHaven Neighborhood – past President
Big Brothers Big Sisters of Greater Charlotte, past Big Brother
Dowd YMCA ABLE Reading Literacy Volunteer
Mecklenburg Aquatic Club (MAC) – past Board Member
Stingray Aquatics – past Board Member
USA Swimming/US Masters Swimming – Member
North Carolina Special Olympics - Certified Swim Coach
Cabarrus County Special Olympics –Swim Coach
Certified Red Cross Lifeguard
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F ORTENBERRY L AMBERT
1213 WEST MOREHEAD STREET, 5TH FLOOR, CHARLOTTE, NORTH CAROLINA 28208 704- 375-1032
sarah@fortenberrylambert.com mark@fortenberrylambert.com
126
P: 803-835-7820 • F: 803-835-7824 • www.pike.com
NATURAL RESOURCE ASSESSMENT AND
AQUATIC RESOURCES DELINEATION
WINGATE SUBSTATION
PIKE PROJECT NO. 24-35601-000-05
UNION COUNTY, NC
FEBRUARY 2025
Prepared For: Prepared by:
UNION POWER COOPERATIVE PIKE ENGINEERING
1525 North Rocky River Road 123 North White Street
Monroe, North Carolina 28110 Fort Mill, SC 29715
127
Contents
1 INTRODUCTION ..........................................................................................................................1
2 LOCATION OF THE PROJECT STUDY AREA .....................................................................................1
3 EXISTING CONDITIONS ................................................................................................................1
3.1 Vegeta+on .................................................................................................................................... 1
3.2 Topography .................................................................................................................................. 1
3.3 Soils .............................................................................................................................................. 1
3.4 Federal Emergency Management Agency (FEMA) Flood Hazard Layers ..................................... 2
3.5 Water Quality............................................................................................................................... 2
4 JURISDICTIONAL WETLANDS AND WATERS ..................................................................................3
4.1 Methodology ............................................................................................................................... 3
4.2 Delinea+on Results ...................................................................................................................... 3
4.2.1. Wetlands ............................................................................................................................. 3
4.2.2. Streams ............................................................................................................................... 3
4.3 Jurisdic+onal Assessment under Clean Water Act Sec+on 404 ................................................... 4
5 FEDERAL PROTECTED SPECIES .....................................................................................................4
5.1 Methodology ............................................................................................................................... 4
5.2 Species and Habitat Descrip+ons ................................................................................................ 5
5.2.1. Carolina Heelsplier (Lasmigona decorata) ....................................................................... 5
5.2.2. Monarch Buerfly (Danaus plexippus) ............................................................................... 5
5.2.3. Schweinitz’s Sunflower (Helianthus schweinitzii) ............................................................... 5
5.2.4. Michaux’s Sumac (Rhus michauxii) ..................................................................................... 6
5.3 Habitat Evalua+on and Species Survey Results ........................................................................... 6
5.3.1. Carolina Heelsplier ........................................................................................................... 6
5.3.2. Monarch Buerfly ............................................................................................................... 6
5.3.3. Schweinitz’s Sunflower ....................................................................................................... 6
5.3.4. Michaux’s Sumac................................................................................................................. 6
6 RECOMMENDATIONS ..................................................................................................................7
7 REFERENCES ...............................................................................................................................9
Tables
Table 3-1 Soils within PSA. ............................................................................................................................ 2
Table 4-1 Wetlands Iden+fied within the PSA. .............................................................................................. 5
Table 4-2 Streams Iden+fied within the PSA. ................................................................................................ 5
128
Table 5-1 Threatened and Endangered Species that May Occur Within the PSA ......................................... 7
Table 5-2 Habitat and Species Survey Results ............................................................................................... 9
Appendices
Appendix A Figures
Appendix B Photographs
Appendix C IPaC Species List
129
Abbreviations
CCA Candidate Conservation Agreement
CDP Census-designated Place
CWA Clean Water Act
DBH Diameter Base Height
DHEC South Carolina Department of Health and Environmental Control
DWM North Carolina Division of Waste Management
DWR Noth Carolina Division of Water Resources
EPA U.S. Environmental Protection Agency
FEMA Federal Emergency Management Agency
FIRM Flood Insurance Rate Map
IPaC Information Planning and Conservation Service
JD Jurisdictional Determination
NCDEQ North Carolina Department of Environmental Quality
NRA Natural Resource Assessment
NRCS Natural Resource Conservation Service
PSA Project Study Area
RHA Rivers and Harbors Act
ROW Right-of-way
SCNHP South Carolina Natural Heritage Program
Str Structure
USACE U.S. Army Corps of Engineers
USDA U.S. Department of Agriculture
USFWS U.S. Fish & Wildlife Service
WOTUS Waters of the U.S.
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Natural Resource Assessment & Aqua(c Resources Delinea(on
Wingate Substa(on
Union County, North Carolina
1
1 INTRODUCTION
On behalf of Union Power Coopera+ve (“Union Power”), Pike Engineering (“Pike”) conducted a Natural
Resource Assessment (NRA) and Aqua+c Resources Delinea+on for a project known as “Wingate
Substa+on”. The NRA included an office review of natural resource databases, Federal- and State-listed
species databases, and field surveys to determine the extent of jurisdic+onal aqua+c resources and the
presence or absence of poten+ally suitable habitat and occurrences of federal- and state-listed species.
Field surveys were conducted in January 2025 by Pike staff. Aqua+c resources were sequen+ally flagged
by feature type, with blue and yellow flagging represen+ng stream centerlines. The extent of aqua+c
resources was documented using a GPS unit with sub-meter accuracy, such as a Trimble GeoExplorer 3000
Series or similar device.
2 LOCATION OF THE PROJECT STUDY AREA
For the purpose of this report, the Project Study Area (PSA) consists of an approximate 19-acre site, as
depicted in Appendix A, Figure 1. The PSA lies in Wingate in eastern Union County, North Carolina.
3 EXISTING CONDITIONS
3.1 Vegetaon
The PSA contained several different vegeta+on communi+es. These include forested areas and
monocrops. Based upon the Classifica+on of the Natural Communi+es of North Carolina – Fourth
Approxima+on (Schafale, 2012), forested por+ons of the site can be characterized as Mesic Mixed
Hardwood (Piedmont Subtype).
The forested areas were composed of loblolly pine (Pinus taeda), eastern red cedar (Juniperus virginiana),
sweetgum (Liquidambar styraciflua), tulip poplar (Liriodendron tulipifera), red maple (Acer rubrum),
winged elm (Ulmus alata), willow oak (Quercus phellos), hackberry (Cel(s occidentalis), and Chinese privet
(Ligustrum sinense).
3.2 Topography
Pike u+lized the United States Geological Survey (USGS) topographic quadrangle informa+on to evaluate
naturally occurring topographic characteris+cs of the greater region and elements occurring within the
PSA. Frequently, tributaries have been historically iden+fied and are represented on topographic
quadrangles with flow regimes determined at the +me the maps were produced; this informa+on can be
u+lized to track changes to hydrology in the region and within the PSA. OMen, local or state buffers u+lize
USGS topographic quadrangles to apply buffers to tributaries. In instances where flow regimes depicted
on USGS topographic quadrangles are inconsistent with flow regimes determined during a field
assessment, the data obtained during a field assessment is generally more accurate in represen+ng
exis+ng condi+ons. Appendix A, Figure 2 shows the mapped USGS topographic quadrangle rela+ve to the
PSA.
3.3 Soils
Pike u+lized the United States Department of Agriculture (USDA) Natural Resources Conserva+on Service
(NRCS) web soil survey and ‘Na+onal Hydric Soils List’ (USDA Natural Resource Conserva+on Service) to
determine soil types mapped as occurring within the PSA (Appendix A, Figure 3). Table 3-1 shows soil map
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Natural Resource Assessment & Aqua(c Resources Delinea(on
Wingate Substa(on
Union County, North Carolina
2
units, a descrip+on of the map unit, their hydric status, the area covered by a par+cular map unit, and the
percentage of the PSA covered by the map unit.
Table 3-1 Soils within PSA.
Map Unit Symbol Descrip5on Hydric Status Area (ac) Percentage
CmB Cid channery silt
loam, 1 to 5
percent slopes
Nonhydric 5 26.6
GoC Goldston very
channery silt
loam, 4 to 15
percent slopes
Nonhydric 3 16.1
GsB Goldston-Badin
complex, 2 to 8
percent slopes
Nonhydric 10.7 57.3
Totals 18.7 100.0
3.4 Federal Emergency Management Agency (FEMA) Flood Hazard Layers
Flood hazard areas iden+fied on the Flood Insurance Rate Map are iden+fied as a Special Flood Hazard
Area (SFHA). SFHA are defined as the area that will be inundated by the flood event having a 1-percent
chance of being equaled or exceeded in any given year. The 1-percent annual chance flood is also referred
to as the base flood or 100-year flood. SFHAs are labeled as Zone A, Zone AO, Zone AH, Zones A1-A30,
Zone AE, Zone A99, Zone AR, Zone AR/AE, Zone AR/AO, Zone AR/A1-A30, Zone AR/A, Zone V, Zone VE, and
Zones V1-V30. Moderate flood hazard areas, labeled Zone B or Zone X (shaded) are also shown on the
FIRM, and are the areas between the limits of the base flood and the 0.2-percent-annual-chance (or 500-
year) flood. The areas of minimal flood hazard, which are the areas outside the SFHA and higher than the
eleva+on of the 0.2-percent-annual-chance flood, are labeled Zone C or Zone X (Federal Emergency
Management Agency, 2020). FEMA mapped flood hazard areas are shown on Appendix A, Figure 4.
3.5 Water Quality
The North Carolina Surface Water Classifica+on and Water Supply Watershed databases were used to
determine surface water classifica+ons and water quality concerns within the PSA. The site is en+rely
contained in the Yadkin Pee Dee Basin (Hydrologic Unit Code 03040105). The North Carolina Surface Water
Classifica+on states Jacks Branch, located just west of the study area, is classified as a Class C surface water.
These waters are protected for uses such as aqua+c life propaga+on, survival and maintenance of
biological integrity (including fishing and fish), wildlife, secondary contact recrea+on, and agriculture.
Secondary contact recrea+on means wading, boa+ng, other uses not involving human body contact with
water, and ac+vi+es involving human body contact with water where such ac+vi+es take place on an
infrequent, unorganized, or incidental basis.
According to the Water Supply Watershed, none of the streams contained within the PSA are classified or
fall within a water supply watershed. None of the surface waters are iden+fied as being 303(d) impaired
waters, waters of concern, or subject to water advisories. Based on those factors, no known water quality
concerns occur in the PSA.
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Union County, North Carolina
3
4 JURISDICTIONAL WETLANDS AND WATERS
4.1 Methodology
A delinea+on of wetlands and other surface waters was performed within the PSA to iden+fy aqua+c
features that may be subject to the jurisdic+on of the United States Army Corps of Engineers (USACE) as
“Waters of the United States” (also known as “waters of the U.S.”, or “WOTUS”), in accordance with the
Federal Clean Water Act, 33 U.S.C. § 1251 et seq. (CWA), and Sec+on 10 of the Rivers and Harbors Act
(RHA) of 1899, 33 U.S.C. 401 § 403. Sec+on 404 of the CWA authorizes the USACE to regulate, which
includes permiTng, temporary and permanent discharges of dredged or fill material into WOTUS.
Wetlands are described by the USACE (33 C.F.R. § 328.3) and the United States Environmental Protec+on
Agency (USEPA) (40 C.F.R. § 230.3) as "those areas that are inundated or saturated by surface or
groundwater at a frequency or dura+on sufficient to support, and that under normal circumstances does
support, a prevalence of vegeta+on typically adapted for life in saturated soil condi+ons. Wetlands
generally include swamps, marshes, bogs, and similar areas" (33 C.F.R. § 328.3; 40 C.F.R. § 230.3). From
this regulatory defini+on, a three-parameter approach (i.e., vegeta+on, soils, and hydrology) was
developed by the USACE to iden+fy and delineate wetlands for purposes of Sec+on 404 of the CWA and
Sec+on 10 of the RHA (33 U.S.C. 403). This approach requires posi+ve verifica+on of the presence of
wetland hydrology, hydrophy+c vegeta+on, and hydric soils as precursors for an area to be determined a
wetland.
The field evalua+on was conducted using methods consistent with those described in the Regional
Supplement to the Corps of Engineers Wetland Delinea(on Manual: Eastern Mountains and Piedmont
Region (U.S. Army Corps of Engineers, 2012); and Corps of Engineers Wetlands Delinea(on Manual (U.S.
Army Corps of Engineers, 1987). Where differences occur in the two documents, the regional supplement
takes precedence over the 1987 Manual for applica+ons in the Eastern Mountains and Piedmont region.
This delinea+on, and the associated data collected, supports a request for a Jurisdic+onal Determina+on
(JD) to USACE if project-related impacts to WOTUS are required.
The North Carolina Department of Environmental Quality (NCDEQ) Division of Water Resources (DWR)
stream evalua+on methods described in Methodology for Iden(fica(on of Intermient and Perennial
Streams and Their Origins (Version 4.11), effec+ve September 1, 2010, were used to conduct stream flow
regime assessments of tributaries iden+fied within the PSA. Stream evalua+ons included a qualita+ve
review of channel characteris+cs for purposes of documen+ng ephemeral, intermient, or perennial flow
regimes, and assessing their jurisdic+onal status accordingly.
4.2 Delineaon Results
Pike conducted a delinea+on of streams, wetlands, and open waters within the PSA in January 2025. Green
and blue flagging was used to iden+fy streams. Appendix A, Figure 5 illustrates the results of the
delinea+on. Photographs documen+ng aqua+c resources are included in Appendix B.
4.2.1. Wetlands
No areas within the PSA met the three wetland criteria of vegetation, hydric soils, and hydrology; therefore,
wetlands are not present within the PSA.
4.2.2. Streams
One stream was iden+fied within the PSA (Appendix A, Figure 5). Streams exhibited well-defined channel
bed and bank with consistent ordinary high-water mark indicators.
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Natural Resource Assessment & Aqua(c Resources Delinea(on
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Union County, North Carolina
4
Table 4-2 lists streams by their corresponding unique identification used during the field survey, including
average width at ordinary high-water mark (OHWM) and flow regime. Streams are depicted on Appendix
A, Figure 5.
Table 4-1 Streams Iden(fied within the PSA.
Stream ID Approximate Reach
in PSA (Linear Feet)
Flow
Regime
Average
Width at
OHWM
(Feet)
La5tude Longitude
Stream 1 1,073 Intermient 3 35.0194336°N 80.410438 8°W
Total ~1,073 linear feet
4.3 Jurisdiconal Assessment under Clean Water Act Secon 404
“Waters of the United States” is a threshold term used in the CWA and establishes the geographic scope of
federal jurisdiction under the Act. Sections 404 and 401 of the CWA regulates the discharge of dredged or fill
material into “Waters of the US”; therefore, aquatic resources assessed as meeting the definition of WOTUS
are subject to the regulations and permitting requirements set forth within the Act. USACE is the permitting
authority for implementation of the CWA and administers the permitting program that regulates permanent
or temporary discharges of dredged or fill materials into WOTUS (U.S. Environmental Protection Agency,
2023).
Pike believes each of the aquatic resources identified in the delineation are jurisdictional under the current
defini+on of WOTUS and are therefore subject to regula+on under CWA Sec+ons 404 and 401. All features
are rela+vely permanent waters, which are consistent with the current defini+on of regulated WOTUS.
Findings assessing the jurisdic+onal status of poten+al Waters of the U.S. are subject to verifica+on and
modifica+on by USACE and are subject to change based on the Clean Water Act rules, amendments, and
guidance effec+ve at the +me of site development. The findings within this report can be used to support
a Jurisdic+onal Determina+on or Delinea+on Concurrence to USACE, should one be requested or required.
5 FEDERAL PROTECTED SPECIES
5.1 Methodology
Species with the federal classifica+on of endangered, threatened, proposed endangered or threatened,
and final (or proposed) designated cri+cal habitat are protected under the Endangered Species Act of
1973, 16 U.S.C. §§ 1531-1544 et seq. No ac+vity can be authorized by a federal permit or ac+on if the
con+nued existence of a federally-listed species would be jeopardized, or its cri+cal habitat destroyed or
adversely modified, by the proposed ac+vity or ac+on.
Pike used the USFWS Informa+on Planning and Conserva+on System (IPaC) tool to iden+fy federally
protected species that may occur within the PSA, and a species list was generated for the proposed project
(Appendix C, USFWS Species List).
The IPaC report iden+fies three Endangered species and one Proposed Threatened species that may occur
within the PSA. The IPaC report iden+fied no Designated or Proposed Cri+cal Habitats within the PSA.
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5
Table 5-1 lists species iden+fied by the USFWS IPaC tool as poten+ally occurring in the PSA or within a one-
mile radius of the PSA, and that were included in the site evalua+on.
Table 5-1 Threatened and Endangered Species that May Occur Within the PSA
Listed Species Protec5on Status (T, E, P, C) USFWS Op5mal Survey
Window1
Carolina Heelsplier
(Lasmigona decorata) E N/A
Monarch Buerfly
(Danaus plexippus) P N/A
Michaux’s Sumac
(Rhus michauxii) E May-October
Schweinitz’s Sunflower
(Helianthus schweinitzii) E Late August-October
E Federally Endangered
P Proposed for Listing in Federal Register
5.2 Species and Habitat Descripons
5.2.1. Carolina Heelspli.er (Lasmigona decorata)
The Carolina heelsplier is a rare species of fresh water mussel endemic to the Carolinas. Preferred habitat
consists of well-oxygenated water with low pollutant levels. It is thought that stable stream booms a rea
cri+cal to the species. Stable popula+ons have been found in streams where banks are stable and well
vegetated with trees and shrubs.
5.2.2. Monarch Bu.erfly (Danaus plexippus)
The monarch is a large-winged invertebrate. Most of the wings are bright orange edged by black borders
and veins on top, and pale orange underneath. Within the black border are two rows of white spots. Bodies
of Monarchs have black and white markings. Monarchs reach approximately three to four inches in width
and length. Monarchs undergo a complete metamorphosis, from egg, to larva (caterpillar), to pupa
(chrysalis), and then to adult (buerfly). Adult Monarchs lay their eggs exclusively on milkweed (Asclepias
spp.) species. These eggs hatch aMer three to five days and the larva feed on the leaves of the host plant
(milkweed). The monarch’s preferred habitat is within sufficiently large popula+ons of milkweed to
support host and feeding groups. The milkweeds grow in a variety of habitats, swamps and uplands, with
adequate sunshine and minimal physical disturbance (such as mowing or plowing) (U.S. Fish & Wildlife
Service, 2023).
5.2.3. Schweinitz’s Sunflower (Helianthus schweinitzii)
Habitat for Schweinitz’s Sunflower includes clearings and edges of upland woods, thickets, and pastures.
The species is found along roadsides, powerline clearings, old pastures, and woodland openings.
Schweinitz’s Sunflower requires disturbance (blowdowns, storm, or fire) to create open areas for full
sunlight, but may also grow in open stands of trees with minimal shade. Soils may be either shallow, sandy
with high gravel content, or a clayey hardpan. The sunflower may prefer soils derived from basic material
(Krings, Goyee, Suiter, & Samuels, 2021).
1 Refer to https://www.fws.gov/story/2022-06/south-carolinas-federally-threatened-endangered-and-risk-plant-
species
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6
5.2.4. Michaux’s Sumac (Rhus michauxii)
Michaux’s Sumac grows in sandy or rocky open woods on sandy or sandy loam soils with low ca+on
exchange capaci+es and appears to depend on some form of disturbance to maintain the open quality of
its habitat. This disturbance may be in the form of fire, wind throws, or openings created by roads, railroads
and u+lity rights of way (U.S. Fish & Wildlife Service, Southeast Region, Raleigh Ecological Services Field
Office, 2021).
5.3 Habitat Evaluaon and Species Survey Results
5.3.1. Carolina Heelspli.er
There are no perennial streams located within the PSA, therefore suitable habitat for Carolina heelsplier
is not present.
5.3.2. Monarch Bu.erfly
Poten+ally suitable habitat is present within unmanaged grassland and prairie areas of the PSA (i.e. early
successional growth areas, and areas generally maintained in herbaceous condi+ons with minimal
management within exis+ng ROW). If disturbance to poten+ally suitable habitat is necessary, targeted
surveys for the species and/or coordina+on with USFWS to determine poten+al species effects may be
needed should the species become uplisted to federally Threatened status.
5.3.3. Schweinitz’s Sunflower
Areas of open habitat within the exis+ng ROW and along the forest edges contain marginally suitable
habitat for Schweinitz’s Sunflower, specifically those areas with lower density of compe+ng species. No
varie+es of Helianthus were observed during the field evalua+on. Because marginally suitable habitat is
present, but the field evalua+on yielded nega+ve survey results, Pike believes there will be no effect to
this species.
5.3.4. Michaux’s Sumac
Areas of open habitat within the exis+ng ROW and along the forest edges contain marginally suitable
habitat for Michaux’s sumac, specifically those areas with lower density of compe+ng species. No varie+es
of Rhus were observed during the field evalua+on. Because marginally suitable habitat is present, but the
field evalua+on yielded nega+ve survey results, Pike believes there will be no effect to this species.
Table 5-2 Habitat and Species Survey Results
Listed Species
Designated
Cri5cal Habitat?
(Y, N)
PSA Inside
Designated Cri5cal
Habitat?
(Y, N, N/A)
Suitable Habitat
Present in PSA?
(Y/N)
Species
Iden5fied in
PSA?
(Y, N, N/A)
Carolina
Heelsplier Y N N N
Monarch
Buerfly N N/A Y N
Michaux’s
Sumac N N/A Y N
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7
Listed Species
Designated
Cri5cal Habitat?
(Y, N)
PSA Inside
Designated Cri5cal
Habitat?
(Y, N, N/A)
Suitable Habitat
Present in PSA?
(Y/N)
Species
Iden5fied in
PSA?
(Y, N, N/A)
Schweinitz’s
Sunflower N N/A Y N
Poten+al impacts of a proposed project must be reconsidered if new informa+on reveals that those
impacts may affect any listed species or cri+cal habitat in a manner not previously considered, if the
proposed project is modified in a manner that was not considered in the effect determina+on, or if a new
species is listed or cri+cal habitat is designated that may be affected by the proposed project.
6 RECOMMENDATIONS
On behalf of Union Power, Pike Engineering has completed a Natural Resource Assessment, including an
aqua+c resources delinea+on and protected species assessment, for a project known as Wingate
Substa+on. A delinea+on of the Project Study Area resulted in posi+ve iden+fica+on of aqua+c resources.
Pike’s assessment is that the aqua+c resources iden+fied are subject to regula+on by the U.S. Army Corps
of Engineers under Sec+ons 404 and 401 of the Clean Water Act. A protected species and habitat survey
of the PSA iden+fied poten+ally suitable habitat for species known to occur in the county, but no
occurrences were iden+fied. Comprehensive surveys for Monarch Buerfly were not performed.
Pike’s general recommenda+on is to avoid and minimize impacts to jurisdic+onal aqua+c resources to the
maximum extent prac+cable. Should temporary or permanent impacts be necessary, it is possible the
project can u+lize a Na+onwide Permit 57 (Electric U+lity Line and Telecommunica+ons Ac+vi+es) if
project construc+on and design efforts implement measures consistent with the Na+onwide Permit
General and Regional Condi+ons.
If the proposed project requires acquisi+on of a federal permit, targeted surveys for monarch buerfly
may be needed, par+cularly if the species is formally uplisted from "Proposed Threatened" to
"Threatened" under the Endangered Species Act. Given the pending uplis+ng of the species, Pike may
recommend proac+ve coordina+on with USFWS to evaluate poten+al presence/absence survey op+ons,
depending on project +melines.
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8
Pike is pleased to present the results of our Natural Resource Assessment and Aqua+c Resources
Delinea+on for the Wingate Substa+on. Please do not hesitate to contact us should you have ques+ons or
concerns regarding the report.
Sincerely,
Megan Bollero, PWS
Senior Environmental Scien+st
mbollero@pike.com
(757) 576-6433
Meagan Jolly, PWS
Senior Environmental Scien+st
kjolly@pike.com
(704) 681-3479
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Wingate Substa(on
Union County, North Carolina
9
7 REFERENCES
Federal Emergency Management Agency. (2020, July 8). Flood Zones. Retrieved from FEMA:
hps://www.fema.gov/glossary/flood-
zones#:~:text=Moderate%20flood%20hazard%20areas%2C%20labeled,or%20500%2Dyear)%20fl
ood.
Krings, A., Goyee, S., Suiter, D., & Samuels, M. (2021, July). Schweinitz's Sunflower (Helianthus
schweinitzii). Retrieved from Rare plants of North Carolina:
hps://projects.ncsu.edu/cals/plantbiology/ncsc/rar e/images/Helianthus_schweinitzii_NHP.pdf
Schafale, M. (2012). Classifica(on of the Natural Communi(es of North Carolina, Fourth Approxima(on.
U.S. Army Corps of Engineers. (1987). Corps of Engineers Wetland Delinea(on Manual. Vicksburg, MS: U.S.
Army Engineer Waterways Experiment Sta+on.
U.S. Army Corps of Engineers. (2012). Regional Supplement to the Corps of Engineers Wetland Delinea(on
Manual: Eastern Mountains and Piedmont Regoinal. Vicksburg, MS: U.S. Army Engineer Research
and Development Center.
U.S. Environmental Protec+on Agency. (2023, October 10). Waters of the United States. Retrieved from
United States Environmental Protec+on Agency: hps://www.epa.gov/wotus/about-waters-
united-states
U.S. Fish & Wildlife Service. (2023, August 3). Monarch buerfly (Danaus plexippus). Retrieved from
Environmental Conserva+on Online System: hps://eco s.fws.gov/ecp/species/9743
U.S. Fish & Wildlife Service, Southeast Region, Raleigh Ecological Services Field Office. (2021). Michaux's
Sumac (Rhus michauxii) 5-Year Review: Summary and Evalua(on. Raleigh: Raleigh Ecological
Services Field Office, U.S. Fish & Wildlife Service.
139
140
141
142
143
144
145
146
147
Wingate Substation Photo Log
Stream Photos
Photo 1 - View of Stream 1, looking upstream of
flag 4.
Exisng Condions
Photo 2 – View of exisng condions at the
locaon of the proposed substaon, facing
southeast.
Photo 3 – View of exisng condions in the
southern poron of the site, facing southeast.
148
Photo 4 – View of exisng condions in the
western poron of the site, facing northeast.
Photo 5 – View of exisng condions in the
northern poron of the site, facing northeast.
149
150
IPaC resource list
This report is an automatically generated list of species and other resources such as critical
habitat (collectively referred to as trust resources) under the U.S. Fish and Wildlife Service's
(USFWS) jurisdiction that are known or expected to be on or near the project area referenced
below. The list may also include trust resources that occur outside of the project area, but
that could potentially be directly or indirectly a ected by activities in the project area.
However, determining the likelihood and extent of e ects a project may have on trust
resources typically requires gathering additional site-speci c (e.g., vegetation/species
surveys) and project-speci c (e.g., magnitude and timing of proposed activities) information.
Below is a summary of the project information you provided and contact information for the
USFWS o ce(s) with jurisdiction in the de ned project area. Please read the introduction to
each section that follows (Endangered Species, Migratory Birds, USFWS Facilities, and NWI
Wetlands) for additional information applicable to the trust resources addressed in that
section.
Location
Union County, North Carolina
Local o ce
Asheville Ecological Services Field O ce
(828) 258-3939
(828) 258-5330
U.S. Fish & Wildlife ServiceIPaC
151
160 Zillicoa Street, Suite B
Asheville, NC 28801-1082
152
Endangered species
This resource list is for informational purposes only and does not constitute an analysis of
project level impacts.
The primary information used to generate this list is the known or expected range of each
species. Additional areas of in uence (AOI) for species are also considered. An AOI includes
areas outside of the species range if the species could be indirectly a ected by activities in
that area (e.g., placing a dam upstream of a sh population even if that sh does not occur at
the dam site, may indirectly impact the species by reducing or eliminating water ow
downstream). Because species can move, and site conditions can change, the species on this
list are not guaranteed to be found on or near the project area. To fully determine any
potential e ects to species, additional site-speci c and project-speci c information is often
required.
Section 7 of the Endangered Species Act requires Federal agencies to "request of the
Secretary information whether any species which is listed or proposed to be listed may be
present in the area of such proposed action" for any project that is conducted, permitted,
funded, or licensed by any Federal agency. A letter from the local o ce and a species list
which ful lls this requirement can only be obtained by requesting an o cial species list from
either the Regulatory Review section in IPaC (see directions below) or from the local eld
o ce directly.
For project evaluations that require USFWS concurrence/review, please return to the IPaC
website and request an o cial species list by doing the following:
1. Draw the project location and click CONTINUE.
2. Click DEFINE PROJECT.
3. Log in (if directed to do so).
4. Provide a name and description for your project.
5. Click REQUEST SPECIES LIST.
Listed species and their critical habitats are managed by the Ecological Services Program of
the U.S. Fish and Wildlife Service (USFWS) and the sheries division of the National Oceanic
and Atmospheric Administration (NOAA Fisheries ).
Species and critical habitats under the sole responsibility of NOAA Fisheries are not shown on
this list. Please contact NOAA Fisheries for species under their jurisdiction.
1. Species listed under the Endangered Species Act are threatened or endangered; IPaC also
shows species that are candidates, or proposed, for listing. See the listing status page for
more information. IPaC only shows species that are regulated by USFWS (see FAQ).
1
2
153
2. NOAA Fisheries, also known as the National Marine Fisheries Service (NMFS), is an o ce
of the National Oceanic and Atmospheric Administration within the Department of
Commerce.
The following species are potentially a ected by activities in this location:
Clams
Insects
Flowering Plants
Critical habitats
Potential e ects to critical habitat(s) in this location must be analyzed along with the
endangered species themselves.
There are no critical habitats at this location.
NAME STATUS
Carolina Heelsplitter Lasmigona decorata
Wherever found
There is nal critical habitat for this species.Your location does
not overlap the critical habitat.
https://ecos.fws.gov/ecp/species/3534
Endangered
NAME STATUS
Monarch Butter y Danaus plexippus
Wherever found
There is proposed critical habitat for this species.Your location
does not overlap the critical habitat.
https://ecos.fws.gov/ecp/species/9743
Proposed Threatened
NAME STATUS
Michaux's Sumac Rhus michauxii
Wherever found
No critical habitat has been designated for this species.
https://ecos.fws.gov/ecp/species/5217
Endangered
Schweinitz's Sun ower Helianthus schweinitzii
Wherever found
No critical habitat has been designated for this species.
https://ecos.fws.gov/ecp/species/3849
Endangered
154
You are still required to determine if your project(s) may have e ects on all
above listed species.
Bald & Golden Eagles
There are Bald Eagles and/or Golden Eagles in your project area.
Measures for Proactively Minimizing Eagle Impacts
For information on how to best avoid and minimize disturbance to nesting bald eagles,
please review the National Bald Eagle Management Guidelines. You may employ the timing
and activity-speci c distance recommendations in this document when designing your
project/activity to avoid and minimize eagle impacts. For bald eagle information speci c to
Alaska, please refer to Bald Eagle Nesting and Sensitivity to Human Activity.
The FWS does not currently have guidelines for avoiding and minimizing disturbance to
nesting Golden Eagles. For site-speci c recommendations regarding nesting Golden Eagles,
please consult with the appropriate Regional Migratory Bird O ce or Ecological Services Field
O ce.
If disturbance or take of eagles cannot be avoided, an incidental take permit may be available
to authorize any take that results from, but is not the purpose of, an otherwise lawful activity.
For assistance making this determination for Bald Eagles, visit the Do I Need A Permit Tool.
Bald and Golden Eagles are protected under the Bald and Golden Eagle Protection Act and
the Migratory Bird Treaty Act (MBTA) . Any person or organization who plans or conducts
activities that may result in impacts to Bald or Golden Eagles, or their habitats, should follow
appropriate regulations and consider implementing appropriate avoidance and minimization
measures, as described in the various links on this page.
Additional information can be found using the following links:
Eagle Management https://www.fws.gov/program/eagle-management
Measures for avoiding and minimizing impacts to birds
https://www.fws.gov/library/collections/avoiding-and-minimizing-incidental-take-
migratory-birds
Nationwide avoidance and minimization measures for birds
https://www.fws.gov/sites/default/ les/documents/nationwide-standard-conservation-
measures.pdf
Supplemental Information for Migratory Birds and Eagles in IPaC
https://www.fws.gov/media/supplemental-information-migratory-birds-and-bald-and-
golden-eagles-may-occur-project-action
2
1
155
For assistance making this determination for golden eagles, please consult with the
appropriate Regional Migratory Bird O ce or Ecological Services Field O ce.
Ensure Your Eagle List is Accurate and Complete
If your project area is in a poorly surveyed area in IPaC, your list may not be complete and
you may need to rely on other resources to determine what species may be present (e.g.
your local FWS eld o ce, state surveys, your own surveys). Please review the Supplemental
Information on Migratory Birds and Eagles, to help you properly interpret the report for your
speci ed location, including determining if there is su cient data to ensure your list is
accurate.
For guidance on when to schedule activities or implement avoidance and minimization
measures to reduce impacts to bald or golden eagles on your list, see the "Probability of
Presence Summary" below to see when these bald or golden eagles are most likely to be
present and breeding in your project area.
Review the FAQs
The FAQs below provide important additional information and resources.
BREEDING SEASON
Probability of Presence Summary
The graphs below provide our best understanding of when birds of concern are most likely to
be present in your project area. This information can be used to tailor and schedule your
project activities to avoid or minimize impacts to birds. Please make sure you read
"Supplemental Information on Migratory Birds and Eagles", speci cally the FAQ section titled
"Proper Interpretation and Use of Your Migratory Bird Report" before using or attempting to
interpret this report.
Probability of Presence ()
Each green bar represents the bird's relative probability of presence in the 10km grid cell(s)
your project overlaps during a particular week of the year. (A year is represented as 12 4-
week months.) A taller bar indicates a higher probability of species presence. The survey
e ort (see below) can be used to establish a level of con dence in the presence score. One
can have higher con dence in the presence score if the corresponding survey e ort is also
high.
How is the probability of presence score calculated? The calculation is done in three steps:
NAME
Bald Eagle Haliaeetus leucocephalus
This is not a Bird of Conservation Concern (BCC) in this area, but
warrants attention because of the Eagle Act or for potential
susceptibilities in o shore areas from certain types of
development or activities.
https://ecos.fws.gov/ecp/species/1626
Breeds Sep 1 to Jul 31
156
no data survey e ort breeding season probability of presence
1. The probability of presence for each week is calculated as the number of survey events in
the week where the species was detected divided by the total number of survey events
for that week. For example, if in week 12 there were 20 survey events and the Spotted
Towhee was found in 5 of them, the probability of presence of the Spotted Towhee in
week 12 is 0.25.
2. To properly present the pattern of presence across the year, the relative probability of
presence is calculated. This is the probability of presence divided by the maximum
probability of presence across all weeks. For example, imagine the probability of presence
in week 20 for the Spotted Towhee is 0.05, and that the probability of presence at week 12
(0.25) is the maximum of any week of the year. The relative probability of presence on
week 12 is 0.25/0.25 = 1; at week 20 it is 0.05/0.25 = 0.2.
3. The relative probability of presence calculated in the previous step undergoes a statistical
conversion so that all possible values fall between 0 and 10, inclusive. This is the
probability of presence score.
To see a bar's probability of presence score, simply hover your mouse cursor over the bar.
Breeding Season ()
Yellow bars denote a very liberal estimate of the time-frame inside which the bird breeds
across its entire range. If there are no yellow bars shown for a bird, it does not breed in your
project area.
Survey E ort ()
Vertical black lines superimposed on probability of presence bars indicate the number of
surveys performed for that species in the 10km grid cell(s) your project area overlaps. The
number of surveys is expressed as a range, for example, 33 to 64 surveys.
To see a bar's survey e ort range, simply hover your mouse cursor over the bar.
No Data ()
A week is marked as having no data if there were no survey events for that week.
Survey Timeframe
Surveys from only the last 10 years are used in order to ensure delivery of currently relevant
information. The exception to this is areas o the Atlantic coast, where bird returns are
based on all years of available data, since data in these areas is currently much more sparse.
SPECIES JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Bald Eagle
Non-BCC
Vulnerable
Bald & Golden Eagles FAQs
157
What does IPaC use to generate the potential presence of bald and golden eagles in my speci ed
location?
The potential for eagle presence is derived from data provided by the Avian Knowledge Network (AKN). The
AKN data is based on a growing collection of survey, banding, and citizen science datasets and is queried
and ltered to return a list of those birds reported as occurring in the 10km grid cell(s) which your project
intersects, and that have been identi ed as warranting special attention because they are an eagle (Bald
and Golden Eagle Protection Act requirements may apply).
Proper interpretation and use of your eagle report
On the graphs provided, please look carefully at the survey e ort (indicated by the black vertical line) and
for the existence of the "no data" indicator (a red horizontal line). A high survey e ort is the key
component. If the survey e ort is high, then the probability of presence score can be viewed as more
dependable. In contrast, a low survey e ort line or no data line (red horizontal) means a lack of data and,
therefore, a lack of certainty about presence of the species. This list is not perfect; it is simply a starting
point for identifying what birds have the potential to be in your project area, when they might be there, and
if they might be breeding (which means nests might be present). The list and associated information help
you know what to look for to con rm presence and helps guide you in knowing when to implement
avoidance and minimization measures to eliminate or reduce potential impacts from your project activities
or get the appropriate permits should presence be con rmed.
How do I know if eagles are breeding, wintering, or migrating in my area?
To see what part of a particular bird's range your project area falls within (i.e. breeding, wintering,
migrating, or resident), you may query your location using the RAIL Tool and view the range maps provided
for birds in your area at the bottom of the pro les provided for each bird in your results. If an eagle on your
IPaC migratory bird species list has a breeding season associated with it (indicated by yellow vertical bars
on the phenology graph in your “IPaC PROBABILITY OF PRESENCE SUMMARY” at the top of your results list),
there may be nests present at some point within the timeframe speci ed. If "Breeds elsewhere" is
indicated, then the bird likely does not breed in your project area.
Interpreting the Probability of Presence Graphs
Each green bar represents the bird's relative probability of presence in the 10km grid cell(s) your project
overlaps during a particular week of the year. A taller bar indicates a higher probability of species presence.
The survey e ort can be used to establish a level of con dence in the presence score.
How is the probability of presence score calculated? The calculation is done in three steps:
The probability of presence for each week is calculated as the number of survey events in the week where
the species was detected divided by the total number of survey events for that week. For example, if in
week 12 there were 20 survey events and the Spotted Towhee was found in 5 of them, the probability of
presence of the Spotted Towhee in week 12 is 0.25.
To properly present the pattern of presence across the year, the relative probability of presence is
calculated. This is the probability of presence divided by the maximum probability of presence across all
weeks. For example, imagine the probability of presence in week 20 for the Spotted Towhee is 0.05, and
that the probability of presence at week 12 (0.25) is the maximum of any week of the year. The relative
probability of presence on week 12 is 0.25/0.25 = 1; at week 20 it is 0.05/0.25 = 0.2.
The relative probability of presence calculated in the previous step undergoes a statistical conversion so
that all possible values fall between 0 and 10, inclusive. This is the probability of presence score.
158
Breeding Season ()
Yellow bars denote a very liberal estimate of the time-frame inside which the bird breeds across its entire
range. If there are no yellow bars shown for a bird, it does not breed in your project area.
Survey E ort ()
Vertical black lines superimposed on probability of presence bars indicate the number of surveys
performed for that species in the 10km grid cell(s) your project area overlaps.
No Data ()
A week is marked as having no data if there were no survey events for that week.
Survey Timeframe
Surveys from only the last 10 years are used in order to ensure delivery of currently relevant information.
The exception to this is areas o the Atlantic coast, where bird returns are based on all years of available
data, since data in these areas is currently much more sparse.
Migratory birds
Measures for Proactively Minimizing Migratory Bird Impacts
Your IPaC Migratory Bird list showcases birds of concern, including Birds of Conservation
Concern (BCC), in your project location. This is not a comprehensive list of all birds found in
your project area. However, you can help proactively minimize signi cant impacts to all birds
at your project location by implementing the measures in the Nationwide avoidance and
The Migratory Bird Treaty Act (MBTA) prohibits the take (including killing, capturing, selling,
trading, and transport) of protected migratory bird species without prior authorization by the
Department of Interior U.S. Fish and Wildlife Service (Service). The incidental take of
migratory birds is the injury or death of birds that results from, but is not the purpose, of an
activity. The Service interprets the MBTA to prohibit incidental take.
1. The Migratory Birds Treaty Act of 1918.
2. The Bald and Golden Eagle Protection Act of 1940.
Additional information can be found using the following links:
Eagle Management https://www.fws.gov/program/eagle-management
Measures for avoiding and minimizing impacts to birds
https://www.fws.gov/library/collections/avoiding-and-minimizing-incidental-take-
migratory-birds
Nationwide avoidance and minimization measures for birds
Supplemental Information for Migratory Birds and Eagles in IPaC
https://www.fws.gov/media/supplemental-information-migratory-birds-and-bald-and-
golden-eagles-may-occur-project-action
1
159
minimization measures for birds document, and any other project-speci c avoidance and
minimization measures suggested at the link Measures for avoiding and minimizing impacts
to birds for the birds of concern on your list below.
Ensure Your Migratory Bird List is Accurate and Complete
If your project area is in a poorly surveyed area, your list may not be complete and you may
need to rely on other resources to determine what species may be present (e.g. your local
FWS eld o ce, state surveys, your own surveys). Please review the Supplemental
Information on Migratory Birds and Eagles document, to help you properly interpret the
report for your speci ed location, including determining if there is su cient data to ensure
your list is accurate.
For guidance on when to schedule activities or implement avoidance and minimization
measures to reduce impacts to migratory birds on your list, see the "Probability of Presence
Summary" below to see when these birds are most likely to be present and breeding in your
project area.
Review the FAQs
The FAQs below provide important additional information and resources.
BREEDING SEASONNAME
Bald Eagle Haliaeetus leucocephalus
This is not a Bird of Conservation Concern (BCC) in this area, but
warrants attention because of the Eagle Act or for potential
susceptibilities in o shore areas from certain types of
development or activities.
https://ecos.fws.gov/ecp/species/1626
Breeds Sep 1 to Jul 31
Chimney Swift Chaetura pelagica
This is a Bird of Conservation Concern (BCC) throughout its
range in the continental USA and Alaska.
Breeds Mar 15 to Aug 25
Eastern Whip-poor-will Antrostomus vociferus
This is a Bird of Conservation Concern (BCC) throughout its
range in the continental USA and Alaska.
Breeds May 1 to Aug 20
Rusty Blackbird Euphagus carolinus
This is a Bird of Conservation Concern (BCC) only in particular
Bird Conservation Regions (BCRs) in the continental USA
Breeds elsewhere
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Probability of Presence Summary
The graphs below provide our best understanding of when birds of concern are most likely to
be present in your project area. This information can be used to tailor and schedule your
project activities to avoid or minimize impacts to birds. Please make sure you read
"Supplemental Information on Migratory Birds and Eagles", speci cally the FAQ section titled
"Proper Interpretation and Use of Your Migratory Bird Report" before using or attempting to
interpret this report.
Probability of Presence ()
Each green bar represents the bird's relative probability of presence in the 10km grid cell(s)
your project overlaps during a particular week of the year. (A year is represented as 12 4-
week months.) A taller bar indicates a higher probability of species presence. The survey
e ort (see below) can be used to establish a level of con dence in the presence score. One
can have higher con dence in the presence score if the corresponding survey e ort is also
high.
How is the probability of presence score calculated? The calculation is done in three steps:
1. The probability of presence for each week is calculated as the number of survey events in
the week where the species was detected divided by the total number of survey events
for that week. For example, if in week 12 there were 20 survey events and the Spotted
Towhee was found in 5 of them, the probability of presence of the Spotted Towhee in
week 12 is 0.25.
2. To properly present the pattern of presence across the year, the relative probability of
presence is calculated. This is the probability of presence divided by the maximum
probability of presence across all weeks. For example, imagine the probability of presence
in week 20 for the Spotted Towhee is 0.05, and that the probability of presence at week 12
(0.25) is the maximum of any week of the year. The relative probability of presence on
week 12 is 0.25/0.25 = 1; at week 20 it is 0.05/0.25 = 0.2.
3. The relative probability of presence calculated in the previous step undergoes a statistical
conversion so that all possible values fall between 0 and 10, inclusive. This is the
probability of presence score.
To see a bar's probability of presence score, simply hover your mouse cursor over the bar.
Breeding Season ()
Yellow bars denote a very liberal estimate of the time-frame inside which the bird breeds
across its entire range. If there are no yellow bars shown for a bird, it does not breed in your
project area.
Survey E ort ()
Vertical black lines superimposed on probability of presence bars indicate the number of
surveys performed for that species in the 10km grid cell(s) your project area overlaps. The
number of surveys is expressed as a range, for example, 33 to 64 surveys.
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no data survey e ort breeding season probability of presence
To see a bar's survey e ort range, simply hover your mouse cursor over the bar.
No Data ()
A week is marked as having no data if there were no survey events for that week.
Survey Timeframe
Surveys from only the last 10 years are used in order to ensure delivery of currently relevant
information. The exception to this is areas o the Atlantic coast, where bird returns are
based on all years of available data, since data in these areas is currently much more sparse.
SPECIES JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Bald Eagle
Non-BCC
Vulnerable
Chimney Swift
BCC Rangewide
(CON)
Eastern Whip-
poor-will
BCC Rangewide
(CON)
Rusty Blackbird
BCC - BCR
Migratory Bird FAQs
Tell me more about avoidance and minimization measures I can implement to avoid or minimize
impacts to migratory birds.
Nationwide Avoidance & Minimization Measures for Birds describes measures that can help avoid and
minimize impacts to all birds at any location year-round. When birds may be breeding in the area,
identifying the locations of any active nests and avoiding their destruction is one of the most e ective ways
to minimize impacts. To see when birds are most likely to occur and breed in your project area, view the
Probability of Presence Summary. Additional measures or permits may be advisable depending on the type
of activity you are conducting and the type of infrastructure or bird species present on your project site.
What does IPaC use to generate the list of migratory birds that potentially occur in my speci ed
location?
The Migratory Bird Resource List is comprised of Birds of Conservation Concern (BCC) and other species
that may warrant special attention in your project location, such as those listed under the Endangered
Species Act or the Bald and Golden Eagle Protection Act and those species marked as “Vulnerable”. See the
FAQ “What are the levels of concern for migratory birds?” for more information on the levels of concern
covered in the IPaC migratory bird species list.
162
The migratory bird list generated for your project is derived from data provided by the Avian Knowledge
Network (AKN). The AKN data is based on a growing collection of survey, banding, and citizen science
datasets and is queried and ltered to return a list of those birds reported as occurring in the 10km grid
cell(s) with which your project intersects. These species have been identi ed as warranting special attention
because they are BCC species in that area, an eagle (Bald and Golden Eagle Protection Act requirements
may apply), or a species that has a particular vulnerability to o shore activities or development.
Again, the Migratory Bird Resource list includes only a subset of birds that may occur in your project area. It
is not representative of all birds that may occur in your project area. To get a list of all birds potentially
present in your project area, and to verify survey e ort when no results present, please visit the Rapid
Avian Information Locator (RAIL) Tool.
Why are subspecies showing up on my list?
Subspecies pro les are included on the list of species present in your project area because observations in
the AKN for the species are being detected. If the species are present, that means that the subspecies may
also be present. If a subspecies shows up on your list, you may need to rely on other resources to
determine if that subspecies may be present (e.g. your local FWS eld o ce, state surveys, your own
surveys).
What does IPaC use to generate the probability of presence graphs for the migratory birds potentially
occurring in my speci ed location?
The probability of presence graphs associated with your migratory bird list are based on data provided by
the Avian Knowledge Network (AKN). This data is derived from a growing collection of survey, banding, and
citizen science datasets.
Probability of presence data is continuously being updated as new and better information becomes
available. To learn more about how the probability of presence graphs are produced and how to interpret
them, go to the Probability of Presence Summary and then click on the "Tell me about these graphs" link.
How do I know if a bird is breeding, wintering, or migrating in my area?
To see what part of a particular bird's range your project area falls within (i.e. breeding, wintering,
migrating, or resident), you may query your location using the RAIL Tool and view the range maps provided
for birds in your area at the bottom of the pro les provided for each bird in your results. If a bird on your
IPaC migratory bird species list has a breeding season associated with it (indicated by yellow vertical bars
on the phenology graph in your “IPaC PROBABILITY OF PRESENCE SUMMARY” at the top of your results list),
there may be nests present at some point within the timeframe speci ed. If "Breeds elsewhere" is
indicated, then the bird likely does not breed in your project area.
What are the levels of concern for migratory birds?
Migratory birds delivered through IPaC fall into the following distinct categories of concern:
1. "BCC Rangewide" birds are Birds of Conservation Concern (BCC) that are of concern throughout their
range anywhere within the USA (including Hawaii, the Paci c Islands, Puerto Rico, and the Virgin
Islands);
2. "BCC - BCR" birds are BCCs that are of concern only in particular Bird Conservation Regions (BCRs) in
the continental USA; and
163
3. "Non-BCC - Vulnerable" birds are not BCC species in your project area, but appear on your list either
because of the Bald and Golden Eagle Protection Act requirements (for eagles) or (for non-eagles)
potential susceptibilities in o shore areas from certain types of development or activities (e.g. o shore
energy development or longline shing).
Although it is important to avoid and minimize impacts to all birds, e orts should be made, in particular, to
avoid and minimize impacts to the birds on this list, especially BCC species. For more information on
avoidance and minimization measures you can implement to help avoid and minimize migratory bird
impacts, please see the FAQ “Tell me more about avoidance and minimization measures I can implement to
avoid or minimize impacts to migratory birds”.
Details about birds that are potentially a ected by o shore projects
For additional details about the relative occurrence and abundance of both individual bird species and
groups of bird species within your project area o the Atlantic Coast, please visit the Northeast Ocean Data
Portal. The Portal also o ers data and information about other taxa besides birds that may be helpful to
you in your project review. Alternately, you may download the bird model results les underlying the portal
maps through the NOAA NCCOS Integrative Statistical Modeling and Predictive Mapping of Marine Bird
Distributions and Abundance on the Atlantic Outer Continental Shelf project webpage.
Proper interpretation and use of your migratory bird report
The migratory bird list generated is not a list of all birds in your project area, only a subset of birds of
priority concern. To learn more about how your list is generated and see options for identifying what other
birds may be in your project area, please see the FAQ "What does IPaC use to generate the migratory birds
potentially occurring in my speci ed location". Please be aware this report provides the "probability of
presence" of birds within the 10 km grid cell(s) that overlap your project; not your exact project footprint.
On the graphs provided, please look carefully at the survey e ort (indicated by the black vertical line) and
for the existence of the "no data" indicator (a red horizontal line). A high survey e ort is the key
component. If the survey e ort is high, then the probability of presence score can be viewed as more
dependable. In contrast, a low survey e ort bar or no data bar means a lack of data and, therefore, a lack
of certainty about presence of the species. This list does not represent all birds present in your project
area. It is simply a starting point for identifying what birds of concern have the potential to be in your
project area, when they might be there, and if they might be breeding (which means nests might be
present). The list and associated information help you know what to look for to con rm presence and helps
guide implementation of avoidance and minimization measures to eliminate or reduce potential impacts
from your project activities, should presence be con rmed. To learn more about avoidance and
minimization measures, visit the FAQ "Tell me about avoidance and minimization measures I can
implement to avoid or minimize impacts to migratory birds".
Interpreting the Probability of Presence Graphs
Each green bar represents the bird's relative probability of presence in the 10km grid cell(s) your project
overlaps during a particular week of the year. A taller bar indicates a higher probability of species presence.
The survey e ort can be used to establish a level of con dence in the presence score.
How is the probability of presence score calculated? The calculation is done in three steps:
The probability of presence for each week is calculated as the number of survey events in the week where
the species was detected divided by the total number of survey events for that week. For example, if in
week 12 there were 20 survey events and the Spotted Towhee was found in 5 of them, the probability of
presence of the Spotted Towhee in week 12 is 0.25.
164
To properly present the pattern of presence across the year, the relative probability of presence is
calculated. This is the probability of presence divided by the maximum probability of presence across all
weeks. For example, imagine the probability of presence in week 20 for the Spotted Towhee is 0.05, and
that the probability of presence at week 12 (0.25) is the maximum of any week of the year. The relative
probability of presence on week 12 is 0.25/0.25 = 1; at week 20 it is 0.05/0.25 = 0.2.
The relative probability of presence calculated in the previous step undergoes a statistical conversion so
that all possible values fall between 0 and 10, inclusive. This is the probability of presence score.
Breeding Season ()
Yellow bars denote a very liberal estimate of the time-frame inside which the bird breeds across its entire
range. If there are no yellow bars shown for a bird, it does not breed in your project area.
Survey E ort ()
Vertical black lines superimposed on probability of presence bars indicate the number of surveys
performed for that species in the 10km grid cell(s) your project area overlaps.
No Data ()
A week is marked as having no data if there were no survey events for that week.
Survey Timeframe
Surveys from only the last 10 years are used in order to ensure delivery of currently relevant information.
The exception to this is areas o the Atlantic coast, where bird returns are based on all years of available
data, since data in these areas is currently much more sparse.
Facilities
Wildlife refuges and sh hatcheries
Refuge and sh hatchery information is not available at this time
Wetlands in the National Wetlands Inventory
(NWI)
Impacts to NWI wetlands and other aquatic habitats may be subject to regulation under
Section 404 of the Clean Water Act, or other State/Federal statutes.
For more information please contact the Regulatory Program of the local U.S. Army Corps of
Engineers District.
Please note that the NWI data being shown may be out of date. We are currently working to
update our NWI data set. We recommend you verify these results with a site visit to
determine the actual extent of wetlands on site.
165
This location overlaps the following wetlands:
NOTE: This initial screening does not replace an on-site delineation to determine whether
wetlands occur. Additional information on the NWI data is provided below.
Data limitations
The Service's objective of mapping wetlands and deepwater habitats is to produce reconnaissance level
information on the location, type and size of these resources. The maps are prepared from the analysis of
high altitude imagery. Wetlands are identi ed based on vegetation, visible hydrology and geography. A
margin of error is inherent in the use of imagery; thus, detailed on-the-ground inspection of any particular
site may result in revision of the wetland boundaries or classi cation established through image analysis.
The accuracy of image interpretation depends on the quality of the imagery, the experience of the image
analysts, the amount and quality of the collateral data and the amount of ground truth veri cation work
conducted. Metadata should be consulted to determine the date of the source imagery used and any
mapping problems.
Wetlands or other mapped features may have changed since the date of the imagery or eld work. There
may be occasional di erences in polygon boundaries or classi cations between the information depicted
on the map and the actual conditions on site.
Data exclusions
Certain wetland habitats are excluded from the National mapping program because of the limitations of
aerial imagery as the primary data source used to detect wetlands. These habitats include seagrasses or
submerged aquatic vegetation that are found in the intertidal and subtidal zones of estuaries and
nearshore coastal waters. Some deepwater reef communities (coral or tuber cid worm reefs) have also
been excluded from the inventory. These habitats, because of their depth, go undetected by aerial imagery.
Data precautions
Federal, state, and local regulatory agencies with jurisdiction over wetlands may de ne and describe
wetlands in a di erent manner than that used in this inventory. There is no attempt, in either the design or
products of this inventory, to de ne the limits of proprietary jurisdiction of any Federal, state, or local
government or to establish the geographical scope of the regulatory programs of government agencies.
Persons intending to engage in activities involving modi cations within or adjacent to wetland areas should
seek the advice of appropriate Federal, state, or local agencies concerning speci ed agency regulatory
programs and proprietary jurisdictions that may a ect such activities.
RIVERINE
R4SBC
R5UBH
A full description for each wetland code can be found at the National Wetlands Inventory
website
166
.
.
.
Planning Department
500 North Main Street, Suite 70
Monroe, NC 28112
T 704.283.3565
unioncountync.gov
Planning Staff Report - Rezoning Case # CZ-2025-008
Staff Contact: Bjorn Hansen, Senior Planner
Summary of Request
This case is requesting to rezone one parcel totaling 161.1 acres appearing on the tax map as tax parcel
02-202-008 along Mills Harris Road from RA-200 CZ to RA-200 CZ with Amended Conditions. The
rezoning will include the following conditions:
1) Limited to approved site plan dated September 16, 2025
2) Uses limited to electrical substation
3) Five-year vesting of development rights
4) Development will meet all requirements of the Union County Unified Development Ordinance on
the date of approval
167
unioncountync.gov
Owner/Applicant
Owner: Union County
500 North Main Street, Suite 70
Monroe, NC 28112
Applicant: Union Electric Membership Corporation (Union Power)
1525 North Rocky River Road
Monroe, NC 28110
Property Information
Location: On the east side of Mills Harris Road north of Monroe Ansonville Road. Location more
specifically described as tax parcel 02-202-008.
Site North of Site
South of Site
Opposite Site
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unioncountync.gov
Municipal Proximity: The site is slightly more than one mile miles from the Town of Wingate.
Existing Land Use and Development Status: The parcel is currently zoned RA-200 with Conditions. The
property is used by the Union County Sheriff’s Department as a training facility. The site has not yet
been fully developed based on the approved rezoning site plan.
Environmental Features: There is a stream and floodplain in the central part of the overall parcel, but
there is none specifically where the electrical facility will be located.
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unioncountync.gov
Utilities: Public water and sewer are not available to the site. The proposed use will not require utility
service.
Zoning and Land Use History: The parcel site was rezoned to RA-200 with conditions in 2018 to develop
the Sheriff’s Department training facility. A special use permit on the same site was denied in 2006.
There have been no other zoning actions in the immediate vicinity of the proposed rezoning.
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unioncountync.gov
Schools: Because this rezoning request is commercial in nature, UCPS was not consulted for comments.
Transportation: This parcel is on Mills Harris Road, which is a NCDOT-maintained facility. The proposed
use would not have access from Mills Harris Road, however. The use would have access from a private
easement onto Ansonville Road, which carries approximately 1,500 vehicles per day. The proposed use
would have a very low traffic impact, mainly to service the equipment on site as needed. There are no
funded road improvement projects in the immediate vicinity of the rezoning. A traffic Impact Analysis
was not required for this rezoning.
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unioncountync.gov
Planning Documents
Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as a
Rural Residential area. The uses proposed under RA-200 zoning require a special use permit, which can
be incorporated into the rezoning. The applicant has stated in their application, submitted
documentation or staff have concluded through a site plan review that it meets the five findings of fact
necessary for a special use permit:
1. The proposed use and development comply with all regulations and standards generally
applicable within the zoning district and specifically applicable to the particular type of special
use.
2. The proposed development will not materially endanger the public health or safety.
3. The proposed development will not substantially injure the value of abutting property, or is a
public necessity.
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unioncountync.gov
4. The proposed development will be in harmony with the area in which it is located.
5. The proposed development will be in general conformity with the comprehensive plan.
Public and Municipal Comments
Public Comments: A community meeting was held August 27, 2025. Four members of the public
attended. They did not oppose the proposed use but had questions about gating the private drive to the
facility and additional uses that could be placed on the property. No changes were made as a result of
the meeting.
No one spoke at the Land Use Board meeting.
Municipal Comments: Wingate was not consulted for comments due to the distance to the town limits.
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unioncountync.gov
Staff Comments and Recommendation
Land Use Board Recommendation
The Land Use Board unanimously recommended approval of the proposed rezoning at its September 16,
2025, meeting.
This part of Union County is identified for rural residential and agricultural land uses. The land use map
does not specifically identify where electrical substations should be located, which is the reason for the
Special Use Permit process. The applicant has demonstrated that the proposal meets the required
findings of fact for approval in the RA-200 zoning district. Because of these aspects of the development,
staff recommend approval of this rezoning application.
174
BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2025-008)
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2025-008) submitted by Union Electric
Membership Corporation (Union Power), requesting a revision of the Union County Zoning Map
by rezoning one parcel totaling 161.03 acres appearing on the tax map as tax parcel 02-202-008
along Mills Harris Road from RA-200 CZ to RA-200 CZ with Amended Conditions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT
WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2025-008 from Union Electric Membership Corporation (Union
Power); and (ii) adopt the consistency and reasonableness statement for denial.
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Statements of Consistency and Reasonableness for Proposed Amendment to the Union
County Zoning Map
The Union County Land Use Board recommended that the Union County Board of
Commissioners approve the rezoning petition (CZ-2025-008) submitted by Union Electric
Membership Corporation (Union Power), requesting a revision of the Union County Zoning Map
by rezoning one parcel totaling 161.03 acres appearing on the tax map as tax parcel 02-202-008
along Mills Harris Road from RA-200 CZ to RA-200 CZ with Amended Conditions.
CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-008)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that adoption of the proposed map amendment is consistent with
the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the
proposed map amendment (i) takes into account the need to amend the zoning map to meet the
needs of the community, and (ii) is reasonable and in the public interest because:
1. The proposed use under the amendment is consistent with the Plan. The Plan’s Land Use
Map identifies this area as Rural Residential. The Plan provides that rural residential
areas are identified for agricultural and low-density residential development. This
amendment does not increase the density of development from an overall low density.
2. Major utility facilities are allowed in this district with a special use permit. The applicant
has included all the information required for special use approval with the conditional
zoning map amendment application.
3. The proposed amended use will not be visible from the road, preserving the rural
character of the area. The importance of preserving the rural character of rural residential
areas is noted in the Plan.
4. The use set forth under the conditions would meet Union County development standards.
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CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN) (CZ-2025-008)
Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)
does hereby find and determine that this rezoning petition is inconsistent with the Union County
Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable
and in the public interest because:
1. The Plan’s Land Use Map identifies this area as Rural Residential. Rural residential areas
are identified in the Plan as those parts of the county expected and intended to retain an
agricultural or low-density residential pattern. The proposed amended use is neither
agricultural or low-density residential in nature.
2. The proposed use involves the removal of approximately two acres of trees. The
preservation of tree cover is noted as a goal to support in the Plan.
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ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION
COUNTY, NORTH CAROLINA
WHEREAS, the Union County Board of County Commissioners (the “Board”)
heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,”
including any amendments thereto (the “UDO”) and the official Union County Zoning Map
(“Zoning Map”); and
WHEREAS, Union County has received rezoning petition (CZ-2025-008) submitted by
Union Electric Membership Corporation (Union Power) (the “Applicant”), requesting a revision
of the Union County Zoning Map by rezoning one parcel totaling 161.03 acres appearing on the
tax map as tax parcel 02-202-008 along Mills Harris Road from RA-200 CZ to RA-200 CZ with
Amended Conditions; and
WHEREAS, the Union County Land Use Board considered and made a recommendation
concerning approval or denial of the Rezoning Petition; and
WHEREAS, the Board has determined that approval of the Rezoning Petition and
rezoning the subject parcels from RA-200 with Conditions to RA-200 with Amended Conditions
is reasonable and in the public interest, including for those reasons set forth in the
contemporaneously adopted consistency and reasonableness statement.
NOW, THEREFORE, BE IT ORDAINED by the Union County Board of
Commissioners as follows:
1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as
tax parcel 02-202-008 in the Marshville Township from RA-200 with Conditions to RA-
200 with Amended Conditions.
2. The conditions accepted by the Applicant are hereby approved and incorporated into the
RA-200 with Amended Conditions rezoning of the parcel.
3. This ordinance is effective upon adoption.
Adopted this _____ day of _____________, 2025.
________________________________________
Chair, Union County Board of Commissioners
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-604 Agenda Date:10/6/2025
TITLE:..title
Public Hearing - Step 2 Economic Development Incentive Grant Request to Safe Fire Detection, Inc.
(Project Smokey)
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Hold Public Hearing.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Union County Economic Development Department started conversations with Safe Fire
Detection, Inc under codename Project Smokey in 2023 about the potential relocation of their
manufacturing operation from Indian Trail, NC, to a 10-acre parcel located within the Piedmont
Innovation Industrial Park off Goldmine Road. The company is considering the purchase of 10-acres,
the construction of a 40,000 square foot manufacturing facility, and the purchase and installation of
new production equipment. Total capital investment is approximately $10,000,000.
Safe Fire Detection, Inc. is a manufacturer of advanced fire detection systems for several key
industry sectors including nuclear power, electric utilities, Petro-chemical, and space exploration.
The company opened its doors in 1985 in Indian Trail. They have grown to employ 25 people, of
whom 16 are Union County residents.
The company is at capacity at its current location and needs a building and land large enough to
accommodate future business growth. The purchase of 10-acres of Union County-owned land in the
Piedmont Innovation Park and the construction of a 40,000 SF facility would satisfy growth needs for
years to come.
Based on the anticipated capital investment, it is proposed that the Board award a STEP 2 Economic
Development Incentive Grant in an amount-not-to-exceed $141,000 paid over a 5-year period
beginning in FY 2028. The value of the incentive grant will be based upon appraised value each year
as appraised by the Union County Tax Administration Office. This grant is based on the company’s
projected investment of approximately $10,000,000 in land, new building construction, and purchase
and installation of new manufacturing equipment over the grant period, but not less than $2,000,000.
Based on its projected investment in Union County, the current tax rate, and assuming a consistent
assessed value with no depreciation, the company will pay estimated ad valorem taxes on the new
Union County, NC Printed on 9/23/2025Page 1 of 2
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File #:25-604 Agenda Date:10/6/2025
taxable investment in the amount of $217,000 over the grant period. Actual tax revenue for the
County will be based on the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the depreciation schedule and the
timing of the investments.
The grant is also contingent upon the company retaining its current number of employees located
within Union County and creating a minimum of 10 new full-time jobs.
FINANCIAL IMPACT:
The project, if brought to Union County, would have an economic development incentive grant in an
amount-not-to-exceed $141,000 but would generate approximately $217,000 in ad valorum taxes
over the 5-year grant period. Actual tax revenue for the County will be based on the assessed value
of the investment each year by the Union County Tax Administration Office and will vary each year
depending upon the depreciation schedule and the timing of the investments.
Union County, NC Printed on 9/23/2025Page 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 #:25-600 Agenda Date:10/6/2025
TITLE:..title
Popular Annual Financial Report Award
INFORMATION CONTACT:
Beverly Liles, Finance Director, 704-283-3675
ACTION REQUESTED:
Recognize Finance Staff for this Award.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Government Finance Officers Association is pleased to announce that Union County has received
GFOA’s Award for Outstanding Achievement in Popular Annual Financial Reporting (PAFR Award) for
its Popular Annual Financial Report for the fiscal year ended June 30, 2024.
The Award represents a significant achievement by the entity. In order to be eligible for the PAFR
Award, a government must also submit its annual comprehensive financial report to GFOA’s
Certificate of Achievement for Excellence in Financial Reporting Program and receive the Certificate
for the current fiscal year. Each eligible report is reviewed by judges who evaluate the report based
on the following categories: reader appeal, understandability, distribution methods, creativity and
other elements.
Government Finance Officers Association (GFOA) advances excellence in government finance by
providing best practices, professional development, resources, and practical research for more than
25,000 members and the communities they serve.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 1 of 1
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8/29/2025
Beverly Liles
Finance Director
Union County
Dear Beverly:
A panel of independent reviewers has completed its examination of your Popular Annual Financial Report
(PAFR) submitted to Government Finance Officers Association (GFOA). We are pleased to notify you
that your PAFR for the fiscal year ended June 30, 2024, has substantially met the requirements of the
PAFR Program. In the absence of authoritative standards governing the presentation, these requirements
are based on an evaluation of information presented, reader appeal, understandability, distribution, and
other elements (such as whether the PAFR is a notable achievement for the government given the
government’s type and size, and the PAFR’s creativity and usefulness). The report received a grade of
either partially satisfies, good or excellent in each category weighted at 20% or higher from at least two of
the three judges.
Each entity submitting a report to the PAFR Program is provided with confidential comments and
suggestions for possible improvements in the subsequent year’s presentation. Your comments and
suggestions, as well as a “Scoring Summary” form, are included in your electronic award packet. We urge
you to carefully consider the suggestions offered by our reviewers as you prepare your next PAFR.
You will also find a PAFR Award enclosed with these results. A current holder of a PAFR Award may
include a reproduction of the Award in its immediately subsequent PAFR. A camera-ready copy of your
Award is enclosed for that purpose. If you reproduce your Award in your next report, please refer to the
enclosed instructions. We hope that appropriate publicity will be given to this notable achievement. A
sample news release has been enclosed. First-time recipients will receive a plaque in approximately 10
weeks.
The PAFR Award is valid for one year. To continue your participation in the program, it will be necessary
for you to submit your next PAFR to GFOA within six months of the end of your entity’s fiscal year.
We appreciate your participation in this program, and we sincerely hope that your example will encourage
others in their efforts to achieve and maintain a well-presented PAFR. If we can be of further assistance,
please do not hesitate to contact the PAFR Program staff in the Technical Services Center at (312) 977-
9700.
Sincerely,
Michele Mark Levine
Director, Technical Services Center
182
Government Finance Officers Association
Award for
Outstanding
Achievement in
Popular Annual
Financial Reporting
Presented to
Union County
North Carolina
For its Annual Financial Report
For the Fiscal Year Ended
June 30, 2024
Executive Director/CEO
183
FOR IMMEDIATE RELEASE
8/29/2025 For more information contact:
Michele Mark Levine, Director/TSC
Phone: (312) 977-9700
Fax: (312) 977-4806
Email: mlevine@gfoa.org
(Chicago, Illinois)—Government Finance Officers Association is pleased to announce that Union County has
received GFOA’s Award for Outstanding Achievement in Popular Annual Financial Reporting (PAFR Award)
for its Popular Annual Financial Report for the fiscal year ended June 30, 2024.
The Award represents a significant achievement by the entity. In order to be eligible for the PAFR Award, a
government must also submit its annual comprehensive financial report to GFOA’s Certificate of Achievement
for Excellence in Financial Reporting Program and receive the Certificate for the current fiscal year. Each
eligible report is reviewed by judges who evaluate the report based on the following categories: reader appeal,
understandability, distribution methods, creativity and other elements.
Government Finance Officers Association (GFOA) advances excellence in government finance by providing best
practices, professional development, resources, and practical research for more than 25,000 members and the
communities they serve.
184
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-603 Agenda Date:10/6/2025
TITLE:..title
Service Award Recognition
INFORMATION CONTACT:
Jennifer Davis, Human Resources, Assistant Director, 704-283-3803
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for Q3 including July, August &
September.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time continuous service at the
following intervals: 5 years, 10 years, 15 years, 20 years, 25 years, 30 years of service and beyond.
We would like to recognize the following employees for their service with Union County Local
Government.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 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 #:25-596 Agenda Date:10/6/2025
TITLE:..title
Purchase - Intercom/Door Controls
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Business Manager, 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:
he Union County Detention Center contracts with Black Creek Integrated Systems Corp. to service
intercom and door control services within the facility. This contract has been in existence since 2011
when the system was initially installed. Since that time, there have been no hardware/software
upgrades to the system. The current system is severely outdated and has begun to see critical
failures that pose serious safety and security concerns for the facility. Inability to utilize intercoms
and/or door controls would not allow for contact with inmates and staff in the event of an emergency.
The Union County Sheriff’s Office is requesting $665,063.87 in funds to acquire the
software/hardware needed to update the current system, allowing it to perform to the ability needed.
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 Intercom/Door Control Services will be made using Group Purchasing Program
OMNIA Partner IT Products and Services contract #23-6692-03 as quoted by Insight Public Sector,
Inc.
FINANCIAL IMPACT:
The anticipated cost for the Intercom/Door Control Services is $665,063.87 and is budgeted
accordingly for FY2026.
Union County, NC Printed on 9/23/2025Page 1 of 1
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HTTP://WWW.INSIGHT.COM
Page 1 of 2INSIGHT PUBLIC SECTOR, INC.
2701 E INSIGHT WAY
CHANDLER AZ 85286-1930
Tel: 800-467-4448
Account name:10520619
UNION COUNTY NC
500 N MAIN ST STE 901
MONROE NC 28112
SHIP-TO
UNION COUNTY NC
500 N MAIN ST STE 901
MONROE NC 28112
We deliver according to the following terms:
Payment Terms :Net 30 days
Ship Via :Electronic Delivery
Terms of Delivery :FOB DESTINATION
Currency :USD
Quotation
Quotation Number :0228788277
Document Date :10-SEP-2025
PO Number :
PO Release :
Sales Rep :Scott Lipson
Email :SCOTT.LIPSON@INSIGHT.COM
Phone :+15143738351
Material Material Description Quantity Unit Price Extended Price
P25011.02 BLACK CREEK SCOPE OF WORK INCLUDES
APPLICATION SOFTWARE WITH USER LICENSES
(4) FIXED TOUCHSCREEN CONTROL
(1) SERVER, (1) UTILITY/DATALOGGER
1 665,063.87 665,063.87
Coverage Dates:10-SEP-2025 - 10-SEP-2026
OMNIA PARTNERS (COBB COUNTY) IT PRODUCTS AND
SERVICES(# 23-6692-03)
List Price: 732963.99
Discount: 9.264%
Product Subtotal 665,063.87
TAX 44,891.81
Total 709,955.68
Lease & Financing options available from Insight Global Finance for your equipment & software acquisitions. Contact your Insight
account executive for a quote.
Thank you for choosing Insight. Please contact us with any questions or for additional information about Insight's complete IT
solution offering.
Sincerely,
Scott Lipson
+15143738351
SCOTT.LIPSON@INSIGHT.COM
To purchase under this contract, your agency must be registered with OMNIA Partners Public Sector.
Insight Global Finance has a wide variety of flexible financing options and technology refresh solutions. Contact your Insight
representative for an innovative approach to maximizing your technology and developing a strategy to manage your financial
options.
187
HTTP://WWW.INSIGHT.COM Document Date 10-SEP-2025
Quotation Number 228788277
Page 2 of 2
This purchase is subject to Insight’s online Terms of Sale unless you are purchasing under an Insight Public Sector, Inc. contract
vehicle, in which case, that agreement will govern.
SOFTWARE AND CLOUD SERVICES PURCHASES: If your purchase contains any software or cloud computing offerings
(“Software and Cloud Offerings”), each offering will be subject to the applicable supplier's end user license and use terms
("Supplier Terms") made available by the supplier or which can be found at the “terms-and-policies” link below. By ordering,
paying for, receiving or using Software and Cloud Offerings, you agree to be bound by and accept the Supplier Terms unless you
and the applicable supplier have a separate agreement which governs.
Insight’s online Terms of Sale can be found at the “terms-and-policies” link below.
https://www.insight.com/terms-and-policies
188
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-609 Agenda Date:10/6/2025
TITLE:..title
Contract - Landscape Restoration Services
INFORMATION CONTACT:
Christopher Clark, UC Water - Water & Wastewater Operations, Director, 704-296-4215
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 Water' maintains and operates over 1,000 miles of water system infrastructure and
over 700 miles of wastewater infrastructure. A large portion of the combined 1700+ miles of piping is
located near roadway shoulders, and both residential and commercial areas. Once water/sewer lines
are repaired due to age, material, pressure, third-party damage, etc., numerous restoration activities
may be required to take place. The activities include compaction, landscaping, and sod repairs,
among others. Due to this service requiring a very specific skill set and potential scheduling
implications, this restoration service has been conducted by industry professionals. This effort has
shown a great improvement in customer service by reducing the time required to restore yards,
roadway areas, and commercial property.
The Procurement Department partnered with Union County Water to issue a Request for Proposals
RFP 2025-024 Landscape Restoration Services . On June 5, 2025, one proposal was received and
reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a
result, the team requests approval to enter into a contract with the top scoring/ranked preferred
offeror, Locust Property Management, LLC , to provide landscape restoration services. This contract
has an initial term of three years with two one-year renewal options at the sole discretion of the
County and is subject to annual budget appropriation.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $300,000. Since this contract contains an initial term of
three years, with two one-year renewal options, a total of $1,500,000 is estimated to be spent.
Funding is available in the adopted FY26 budget with future expenditures subject to annual BOCC
budget appropriation.
Union County, NC Printed on 9/26/2025Page 1 of 2
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File #:25-609 Agenda Date:10/6/2025
Union County, NC Printed on 9/26/2025Page 2 of 2
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1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and LOCUST PROPERTY
MANAGEMENT, LLC, a North Carolina limited liability company, whose address is
2308 Unionville Indian Trail Road West, Indian Trail, NC 28079, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain landscape restoration services;
and
WHEREAS, Contractor is willing to perform such services as described in this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
set forth, the parties hereto do each contract and agree with the other as follows:
1. SERVICES PERFORMED. Contractor agrees to perform the services in accordance
with, and as further described in (i) Union’s Request for Proposal No. 2025-024R, “Landscape
Restoration Services” (the “RFP”); and (ii) Contractor’s proposal (the “Proposal”), which are each
attached and incorporated herein by reference (hereinafter, the “Services”), to the extent they do not
conflict with the terms and provisions of this agreement document. The contract documents shall be
comprised of this agreement document (pages 1-6), the RFP, and the Proposal (collectively referred
to herein as the “Agreement”). In the event of any conflict among the contract documents, the RFP
shall govern over the Proposal, and this agreement document (pages 1-6) shall govern over the RFP
and the Proposal. In performing the Services, Contractor shall comply with all applicable laws.
Union is not obligated by this Agreement to purchase any minimum amount of Services.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for performance of
the Services in accordance with the unit pricing set forth in the Proposal. Contractor shall invoice
Union for Services after completion of any Services completed pursuant to Section 1 herein.
Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance
Department. All payments shall be conditioned upon appropriation by the Union County Board of
Commissioners of sufficient funds for each request for services.
3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of
this Agreement. This Agreement shall have a term of three (3) years (the “Initial Term”). Upon
completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for
up to two (2) additional one (1)-year terms, each a “Renewal Term,” upon written notice to the
Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten
(10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall
be paid for services performed to the date of notification of termination by Union.
4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this
191
2
Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that
Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the
“Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public
record as defined in such Act, and as such, will be open to public disclosure and copying.
5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind in connection with or arising out of this
Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of
Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate,
handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all
other costs and expenses related thereto.
7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding the location and operation of Contractor’s
business and regarding business permits, certificates, and licenses that may be required to carry out
the work to be performed under this Agreement.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or
the employees of Contractor. Contractor shall not be treated as an employee with respect to the
services performed hereunder for federal or state tax purposes.
9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND
LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law,
Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that
Contractor may be liable for self-employment (social security) tax, to be paid by Contractor
according to law.
10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own
independently established business, Contractor is not eligible for, and shall not participate in, any
employee pension, health or other fringe benefit plan of Union.
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning Contractor or the employees of
Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and
the employees of Contractor.
12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or any
form of agency between the parties.
13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may become
192
3
due or monies that are due) without the written consent of the other, except to the extent that any
assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted
by law. Unless specifically stated to the contrary in any written consent to assignment, no
assignment shall release or discharge the assignor from any duty or responsibility under this
Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of
the parties regarding the terms and conditions of the Agreement, and there are no oral or written
conditions, terms, warranties, understandings or other agreements pertaining thereto which have not
been incorporated herein. This Agreement may be modified only by written instrument duly
executed by both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden
upon one of the parties.
19. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and
approved by all requisite action of the party’s management and appropriate governing body.
20. E-VERIFY. E-Verify is the federal program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent
program, used to verify the work authorization of newly hired employees pursuant to federal
law. Contractor shall ensure that Contractor and any subcontractor performing work under this
Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies
with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of
this provision by Contractor will be considered a breach of this Agreement, which entitles Union to
terminate this Agreement, without penalty, upon notice to Contractor.
[Signatures follow on the next page.]
193
4
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
LOCUST PROPERTY MANAGEMENT, LLC
By: (SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
Deputy Finance Officer
194
5
Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE
GENERAL LIABILITY INSURANCE POLICY.
B. Before commencement of any work or event, Contractor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
D. It is the intention of the parties that the insurance policies afforded by Contractor
shall protect both parties and be primary and non-contributory coverage for any
and all losses covered by the above-described insurance.
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6
E. Union County shall have no liability with respect to Contractor’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Water & Wastewater
Contract #: 9886
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union County for
claims made or suits brought which result from or are in connection with the
performance of this Agreement.
I. Certificate Holder shall be listed as follows:
Union County
Attention: Risk Manager
500 North Main Street
Monroe, NC 28112
J. If Contractor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Contractor shall ensure that the assignee or
subcontractor satisfies all requirements of this Agreement, including, but not
limited to, maintenance of the required insurances coverage and provision of
certificate(s) of insurance and additional insured endorsement(s), in proper form
prior to commencement of services.
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
CONTRACTOR'S PROPOSAL
222
223
224
225
226
227
228
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-578 Agenda Date:10/6/2025
TITLE:..title
Public Health Clinical Service Fee Recommendations
INFORMATION CONTACT:
Traci Colley, Human Services Agency, Public Health Director, 704-296-4801
ACTION REQUESTED:
Review and approve requested fees to be added to the Human Services Agency’s Department of
Public Health Fee Schedule.
BACKGROUND:
In accordance with G.S. 130A-39(g), which allows local public health departments to implement fees
for services rendered, the Union County Human Services Agency’s Department of Public Health, with
the approval of the Union County Consolidated Human Services Agency Board and the Board of
County Commissioners, may implement specific fees for services. Medical clinic fees are established
at the standard Medicaid rate plus 30%. Any fee without a standard Medicaid rate is established at
the commercial rate plus 30%.
Approval to adopt fees the following CPT Code(s) is requested:
Local Use Tuberculosis Questionnaire (LUTBQ) - Tuberculosis Risk and Screening Questionnaire:
$10.00
Fee for nurses' evaluation and screening of patients to certify the absence of tuberculosis risk or
symptoms. Used when skin testing is deferred due to patients' positive test history or shortage of
PPD solution. This is a new flat fee to be paid by patients. It is not a “sliding” fee.
88305 - Biopsy of tissue pathological examination: $109.43
Laboratory examination of biopsied specimens to identify abnormal cellular changes including
precancerous or cancerous lesions collected during colposcopy procedures. This is a new fee. The
current Medicaid rate for this service is $84.15.
J0561- Penicillin G benzathine, per 100,000 units, injection (Bicillin L-A):$38.09
Intramuscular antibiotic injection for treatment of specified infections.This is an increase to an
existing fee due to a change in the Medicaid rate. The current Medicaid rate for this service is $29.30.
The Public Health Management team reviewed the fees and approved recommendation of this
requested BOCC action at its September 3, 2025 meeting and the Consolidated Human Services
Agency Board (CHSB) approved recommendation of this requested BOCC action at its September 8,
2025 meeting.
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File #:25-578 Agenda Date:10/6/2025
FINANCIAL IMPACT:
The revenue generated by the requested fee(s) will assist the Human Services Agency’s Department
of Public Health in covering associated clinical costs.
Union County, NC Printed on 9/26/2025Page 2 of 2
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CPT Code Program Description Fee Slide
Y or N
Recommended Fee By
Department
Medicaid (MCD)
Reimbursement
Commercial
Reimbursement Request Explanation of the fee Reason for Adjustment Requested By Effective Date Financial Impact
LUTBQ- TB Risk &
Screening
Questionnaire
TB, IM N $10.00 $0.00 $0.00 Request for new fee
Fee for nurses'
evaluation and screening
of patients to certify the
absence of tuberculosis
risk or symptoms. Used
when skin testing is
deferred due to patients'
positive test history or
shortage of PPD solution.
Union County Public
Health is requesting to
add this fee to the
Public Health fee
schedule.
Ashley Burts, Nursing
Director
88305- Biopsy of
tissue pathological
examination
FP, MH, BC, AH Y $109.43 $84.18 $107.83 Request for new fee
Laboratory examination
of biopsied specimens to
identify abnormal
cellular changes
including precancerous
or cancerous lesions
collected during
colposcopy procedures.
Union County Public
Health is requesting to
add this fee to the
Public Health fee
schedule.
Ashley Burts, Nursing
Director
J0561- Penicillin G
benzathine, per
100,000 units,
injection (Bicillin L-
A)
IM Y $38.09 $29.30 $35.06 Request to increase
current fee
Intramuscular antibiotic
injection for treatment of
specified infections.
Union County Public
Health is requesting to
increase the rate of
this fee on our fee
schedule due to an
increase the NC
Medicaid
Reimbursement Rate
Ashley Burts, Nursing
Director
Upon Consolidated
Human Service Board
and BoCC Approval
The addition of this
fee will help increase
Public Health revenue
and offset the cost of
providing associated
clinical services.
231
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-592 Agenda Date:10/6/2025
TITLE:..title
Budget Amendment - Social Services Emergency Placement Funds
INFORMATION CONTACT:
Ashley Lantz, Human Services Agency - Social Services, Director, 704-296-4380
ACTION REQUESTED:
1) Recognize, receive, and appropriate $13,457 in additional funding from the NCDHHS Division of
Social Services and 2) approve Budget Amendment #7.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
To help address ongoing challenges in securing treatment placements for children in DSS custody
with complex behavioral health needs, NCDHHS DSS reallocated $1,237,010 in unused Emergency
Placement Funds associated with the behavioral health investment from the 2023 Appropriations Act
to the DSS Emergency Placement Fund.
Each county will receive a base amount of $10,000 and the remainder of the funds will be allocated
based on each county’s percentage of the foster care census. Union County will receive $13,457. If
county expenditures exceed the county’s allocation, any excess payments will be county funded.
Emergency Placement Funds are intended to temporarily assist county departments of social
services in addressing identified placement needs for children in the custody of the agencies who are
awaiting a Medicaid leveled treatment placement. While children await the location of the placement,
these funds can be used to prevent them from staying in a DSS office and enable local agencies to
temporarily provide and arrange for essential needs of the individual to establish or maintain a
placement.
Funds may be used only for youth opened for 109 Foster Care Case Management Services on a
DSS-5027 or in the Child Welfare Information System to cover client specific costs claimed for
purposes of the following:
1)Maintaining a crisis placement through a contract that pays a retainer to an identified
placement provider who will accept a temporary emergency placement until the appropriate
behavioral health treatment placement is located.
2)Paying a short-term temporary enhanced rate to an identified placement provider who is
currently or will provide care and supervision to youth who have behaviors that require an
exceptional level of supervision. For children who are awaiting a Medicaid leveled treatment
Union County, NC Printed on 9/23/2025Page 1 of 2
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File #:25-592 Agenda Date:10/6/2025
placement, these funds can be used to pay for a placement that will aid in meeting the child’s
immediate needs. The amount above the board rate will be reimbursed by submitting the DSS
-1571 Part II.
3)Another local solution approved by DHHS as an Approved Alternative Option, that prevents a
child in DSS custody from spending a night in the DSS office while waiting on the appropriate
treatment placement as approved by NCDSS.
The Emergency Placement Funds are available for use immediately, and no prior approval is
required except for purposes associated with a local alternative solution.
FINANCIAL IMPACT:
$13,457 is allocated to the County with no additional County match required. If County expenditures
exceed the allocation, any excess expenses / payments will be County funded.
Union County, NC Printed on 9/23/2025Page 2 of 2
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BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
State Grant 13,457
Public Assistance 13,457
Explanation:DSS will be receiving some unused State funds for Child Welfare. The purpose is to assist in securing temporary treatment
placement for children in DSS custody who have complex behavioral needs. NC DHHHS DSS has allocated funding from the
2023 Appropriations Act.
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10130623-5399-19004 Public Assistance 13,457 10130623-4405 State Grant 13,457
Total 13,457 Total 13,457
Prepared By MG
Posted By
Date Number 7
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
General Funds Mary Chickoree
FY 2026
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-608 Agenda Date:10/6/2025
TITLE:..title
Contract - Language Interpretation and Translation Services
INFORMATION CONTACT:
Jackie Morgan, Human Services Agency - Business Operations, Director, 704-296-4825
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Procurement Department partnered with Human Services to issue Request for Proposals 2025-
021 Language Interpretation and Translation Services. The translation services will be utilized by
both the Health and Social Services Divisions of Human Services. Previously, each division had its
own separate agreement. On April 29, 2025, twenty-eight proposals were received and reviewed by
an evaluation team in accordance with applicable evaluation criteria for this project. The top ranked
four firms/vendors were invited to shortlist interview/presentations. As a result, the team requests
approval to enter into a contract with the top scoring/ranked preferred offeror, MasterWord Services
Inc., to provide language interpreting and translation services.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $200,000. Since this contract contains a two-year initial
term with three one-year renewal options, a total of $1,000,000 is estimated to be spent. Funding is
available in the adopted FY26 budget with future expenditures subject to annual BOCC budget
appropriation.
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Simple Services (Updated 07.29.24) 1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and MASTERWORD SERVICES,
INC., a Texas corporation authorized to do business in the State of North Carolina, whose address is
303 Stafford Street, Houston, TX 77079 hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain language interpreting services; and
WHEREAS, Contractor is willing to perform such services as described in this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set
forth, the parties hereto do each contract and agree with the other as follows:
1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in
the attached Exhibit A, Union’s RFP #2025-021, “Language Interpretation and Translation Services,
which Exhibit A is incorporated herein by reference (hereinafter the “Services”), in accordance with
the terms of this Agreement.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor in accordance with
the attached Exhibit B, Price Form, for performance of the Services. Contractor shall invoice Union
on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the
parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance
Division. All payments shall be conditioned upon appropriation by the Union County Board of
Commissioners of sufficient funds for each request for services.
3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of
this Agreement. This Agreement shall have a term of two (2) years (the “Initial Term”). Upon
completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up
to three (3) additional one-year terms, each a “Renewal Term,” upon written notice to the Contractor.
Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’
written notice to Contractor. In the event of termination without cause, Contractor shall be paid for
services performed to the date of notification of termination by Union.
4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents
prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement
(“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is
subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and
that this Agreement and all attachments hereto (excepting Exhibit B), as well as any of the Documents
as defined herein, shall be a public record as defined in such Act, and as such, will be open to public
disclosure and copying. To the extent consistent with the Public Records Act, Union shall maintain the
confidentiality of Exhibit B. If a request is made to view Exhibit B, Union will notify Contractor of
the request and of the date that such Exhibit B will be released to the requester unless Contractor
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Simple Services (Updated 07.29.24) 2
obtains a court order enjoining that disclosure. If Contractor fails to obtain the court order enjoining
disclosure, Union will release the requested information on the date specified.
5. INSURANCE. The attached Attachment A to the Contract Addendum is
incorporated herein by reference.
6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind in connection with or arising out of this
Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of
Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate,
handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all
other costs and expenses related thereto.
7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding the location and operation of Contractor’s
business and regarding business permits, certificates, and licenses that may be required to carry out the
work to be performed under this Agreement.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or
the employees of Contractor. Contractor shall not be treated as an employee with respect to the services
performed hereunder for federal or state tax purposes.
9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES.
Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income
tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable
for self-employment (social security) tax, to be paid by Contractor according to law.
10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own
independently established business, Contractor is not eligible for, and shall not participate in, any
employee pension, health or other fringe benefit plan of Union.
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning Contractor or the employees of
Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and
the employees of Contractor.
12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form
of agency between the parties.
13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may become
due or monies that are due) without the written consent of the other, except to the extent that any
assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted
by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment
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Simple Services (Updated 07.29.24) 3
shall release or discharge the assignor from any duty or responsibility under this Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of the
parties regarding the terms and conditions of the Agreement, and there are no oral or written conditions,
terms, warranties, understandings or other agreements pertaining thereto which have not been
incorporated herein. This Agreement may be modified only by written instrument duly executed by
both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden upon
one of the parties.
19. CONTRACT ADDENDUM. The attached Contract Addendum at its associated
attachments are incorporated herein by reference.
20. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and approved
by all requisite action of the party’s management and appropriate governing body.
21. E-VERIFY. E-Verify is the federal program operated by the United States Department
of Homeland Security and other federal agencies, or any successor or equivalent program, used to
verify the work authorization of newly hired employees pursuant to federal law. Contractor shall
ensure that Contractor and any subcontractor performing work under this Agreement: (i) uses E-Verify
if required to do so by North Carolina law; and (ii) otherwise complies with the requirements of Article
2 of Chapter 64 of the North Carolina General Statutes. A breach of this provision by Contractor will
be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without
penalty, upon notice to Contractor.
[Signatures follow on the next page.]
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Simple Services (Updated 07.29.24) 4
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL) Brian W. Matthews, County Manager
MASTERWORD SERVICES, INC.
By: (SEAL)
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
Approved as to Legal Form: CAM Deputy Finance Officer
239
April 29, 2025
10:00 AM Local Time
Electronic Submission (Refer to Section 2.2)
April 11, 2025
10:00 AM Local Time
Virtual Meeting (Refer to Section 2.3)
Request for Proposal No. 2025-021
Language Interpretation and Translation Services
Due Date:
Time:
Submittal Location:
Non-Mandatory Pre-Submittal Conference
Date:
Time:
Location:
Procurement Contact:
Vicky Watts, CLGPO
Senior Procurement Specialist
704.283.3601
vicky.watts@unioncountync.gov
Exhibit A
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RFP 2025-021 Language Interpretation and Translation Services
Contents
1 Notice of Advertisement ................................................................................................................ 4
2 Submittal Details ........................................................................................................................... 5
2.1 PROPOSAL SUBMISSION DEADLINE ........................................................................................................................ 5
2.2 PROPOSAL SUBMISSION REQUIREMENTS ................................................................................................................ 5
2.3 VIRTUAL NON-MANDATORY PRE-PROPOSAL CONFERENCE .................................................................................. 5
2.4 PROPOSAL QUESTIONS ........................................................................................................................................... 5
2.5 PROPOSAL ADDENDUM .......................................................................................................................................... 6
2.6 COMMUNICATION................................................................................................................................................... 6
3 Introduction ................................................................................................................................... 6
3.1 COUNTY ................................................................................................................................................................. 6
3.2 NOTICE OF FEDERAL FUNDING ............................................................................................................................... 6
3.3 PURPOSE ................................................................................................................................................................ 6
4 Scope of Work................................................................................................................................ 6
4.1 CONFIDENTIALITY STATEMENT .............................................................................................................................. 7
4.2 INTERPRETER OPERATIONAL REQUIREMENTS ........................................................................................................ 7
4.3 OVER-THE-PHONE INTERPRETATION (OPI) SERVICES ............................................................................................ 8
4.4 VIDEO REMOTE INTERPRETING (VRI) SERVICES .................................................................................................... 8
4.4.1 Equipment ..................................................................................................................................................... 9
4.5 WRITTEN TRANSLATION SERVICES ........................................................................................................................ 9
4.6 DELIVERABLES AND REPORTS .............................................................................................................................. 10
4.6.1 Call Detail – Interpretation Service ............................................................................................................. 10
4.6.2 Monthly Call Summary Report – Usage by Language ................................................................................. 10
4.6.3 Monthly Call Summary Report – Usage by Language ................................................................................. 10
4.6.4 Written Translation Detail ........................................................................................................................... 10
4.7 INVOICING ............................................................................................................................................................ 11
4.8 CUSTOMER SUPPORT ............................................................................................................................................ 12
4.9 INSTRUCTIONAL MATERIALS ................................................................................................................................ 12
4.10 CUSTOMER SATISFACTION SURVEY ..................................................................................................................... 12
4.11 SERVICE PROVIDER’S FINANCIAL INFORMATION .................................................................................................. 13
5 Detailed Submittal Requirements and Instructions ................................................................. 13
5.1 TERMS OF SUBMISSION ......................................................................................................................................... 13
5.2 PROPOSAL FORMAT .............................................................................................................................................. 14
5.2.1 Section A – Cover Letter .............................................................................................................................. 14
5.2.2 Section B – Company and Qualifications .................................................................................................... 15
5.2.3 Section C – Description of Proposed Services ............................................................................................. 15
5.2.4 Section D – Key Staff ................................................................................................................................... 16
5.2.5 Section E – Implementation Plan and Schedule ........................................................................................... 16
5.2.6 Section F – Credentials ............................................................................................................................... 16
5.2.7 Section G – References ................................................................................................................................ 16
5.2.8 Section H – Required forms ......................................................................................................................... 16
6 Evaluation Criteria and Selection Process................................................................................. 17
6.1 SELECTION PARTICIPANTS .................................................................................................................................... 17
6.2 EVALUATION SELECTION PROCESS ...................................................................................................................... 17
6.3 AWARD PROCEDURE ............................................................................................................................................ 18
7 General Conditions and Requirements ..................................................................................... 18
7.1 TERMS AND CONDITIONS...................................................................................................................................... 18
7.2 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 18
7.3 COST ADJUSTMENTS ............................................................................................................................................ 19
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RFP 2025-021 Language Interpretation and Translation Services
7.4 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 19
7.5 EXCEPTION TO THE RFP ....................................................................................................................................... 19
7.6 MODIFICATION OR WITHDRAWAL OF PROPOSAL .................................................................................................. 19
7.7 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 19
7.8 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 20
7.9 LICENSES .............................................................................................................................................................. 20
7.10 E-VERIFY ............................................................................................................................................................. 20
7.11 DRUG-FREE WORKPLACE .................................................................................................................................... 20
7.12 INSURANCE .......................................................................................................................................................... 20
7.13 INDEMNIFICATION ................................................................................................................................................ 23
8 Appendix A – Cost Proposal ....................................................................................................... 24
9 Appendix B – Proposal Submission Form ................................................................................. 25
10 Appendix C – Addendum and Anti-Collusion Form................................................................ 26
11 Appendix D – Language Requirements ..................................................................................... 27
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RFP 2025-021 Language Interpretation and Translation Services
1 NOTICE OF ADVERTISEMENT
Union County, North Carolina
Request for Proposals No. 2025-021
Language Interpretation and Translation Services
Electronic proposals will be received by the Union County’s Procurement Department at the Union
County Government Center, 500 North Main Street, Monroe, NC 28112 until 10:00 AM Local
Time on April 29, 2025.
Union County, North Carolina, through Human Services Business Operations, is seeking
proposals from qualified vendors to provide language interpretation and translation services.
This solicitation follows the Uniform Administrative Requirements (UG), Cost Principals, and Audit
Requirements for Federal awards (2 C.F.R. Part 200). Contracts resulting from this solicitation
may be funded with federal grant funds which have been procured in a manner that is in
compliance with all applicable Federal laws, policies, and standards as well as state law and local
policies.
The solicitation may be examined at the Union County Government Center, Procurement and
Contract Management Department, 500 North Main Street, Suite 709, Monroe, NC 28112,
Monday through Friday between the hours of 8:00 am and 5:00 pm. Copies of the solicitation may
be obtained from the locations listed below:
1. Download the Solicitation Documents from the Union County website:
https://www.unioncountync.gov/departments/bids-procurement/current-bids
2. Download the Solicitation Documents from the State of North Carolina eVP website:
https://evp.nc.gov/solicitations/ (Search County of Union)
A Non-Mandatory, Virtual Pre-Proposal Conference will be held on April 11, 2025 at 10:00 AM
Local Time. Representatives from Union County will be on-hand to give a brief overview of the
project and to answer questions. Attendance at this meeting is strongly encouraged.
All questions about the meaning or intent of the RFP Documents are to be submitted in writing to the
Procurement Representative listed on the cover page (vicky.watts@unioncountync.gov) no later than
April 15, 2025 at 3:00 PM Local Time.
Union County reserves the right to reject any or all proposals, to waive technicalities and to make
such selection deemed in its best interest. Union County also reserves the right to award to
multiple vendors. Service Providers are required to comply with the non-collusion requirements
set forth in the Solicitation Documents.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and
Small Businesses.
-End of Advertisement-
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2 SUBMITTAL DETAILS
2.1 PROPOSAL SUBMISSION DEADLINE
All Proposals are to be received electronically by the Union County Procurement Department
no later than April 29, 2025 at 10:00 AM Local Time , per the instructions below. Any
proposals received after this date and time shall be rejected without exception.
2.2 PROPOSAL SUBMISSION REQUIREMENTS
The proposal must be submitted electronically using the following link:
https://lfportal.unioncountync.gov/Forms/procurementsubmit. The proposal must be signed
by a person who is authorized to bind the proposing Company. Instructions for preparing the
proposal are provided herein.
Select the solicitation drop down arrow and choose this RFP from the list. Complete the form,
upload your proposal as one (1) complete document, and select submit. The maximum
accepted size is 30 MB. A delivery notification email, from LF-Forms@co.union.nc.us, will be
sent as your confirmation of receipt.
Paper submissions and/or email submissions will not be accepted.
There is no expressed or implied obligation for Union County to reimburse Offerors for any
expenses incurred in preparing proposals in response to this request.
Union County reserves the right to reject any or all proposals, to waive technicalities and to
make such selection deemed in its best interest, cancel this solicitation and award to multiple
vendors.
2.3 VIRTUAL NON-MANDATORY PRE-PROPOSAL CONFERENCE
A virtual Non-Mandatory Pre-Proposal Conference will be held on April 11, 2025 at 10:00 AM
Local Time at the link below. Representatives from Union County will be on-hand to give a
brief overview of the project and to answer questions. Although attendance at this meeting is
not mandatory, it is strongly encouraged.
Microsoft Teams
Join the meeting now
Meeting ID: 256 320 205 657
Passcode: gD7Qe75q
2.4 PROPOSAL QUESTIONS
Proposal questions will be due on or before April 15, 2025 at 3:00 PM Local Time. The
primary purpose of this is to provide participating vendors with the opportunity to ask
questions, in writing, related to the RFP.
Submit questions by email to Vicky Watts at vicky.watts@unioncountync.gov by the deadline
shown above. The email should identify the proposal number and title. All questions and
answers may be posted as addenda on the Union County Website or the State of North
Carolina eVP Website as indicated on the advertisement page.
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2.5 PROPOSAL ADDENDUM
Union County may modify the RFP prior to the date fixed for submission of proposals by the
issuance of an addendum. Should an Offeror find discrepancies or omissions in this RFP, or any
other documents provided by Union County, the Offeror should immediately notify the County of
such potential discrepancy in writing via email as noted above.
Any addenda to these documents shall be issued in writing. No oral statements, explanations,
or commitments by anyone shall be of effect unless incorporated in the written addenda.
Receipt of Addenda shall be acknowledged by the Offeror on Appendix C, Addendum and
Anti-Collusion Form .
2.6 COMMUNICATION
All communications, any modifications, clarifications, amendments, questions, responses or
any other matters related to this Request for Proposals must be made only through the
Procurement Contact noted on the cover of this RFP. A violation of this provision is cause for
the County to reject a Company’s proposal. No contact regarding this document with other
County employees is permitted and may be grounds for disqualification.
3 INTRODUCTION
3.1 COUNTY
The County (estimated population 25 7,682) is located in the central, southern piedmont. The
County provides its citizens with a full array of services that include public safety,
water/wastewater utilities and sanitation, human services, cultural and recreational activities,
and general government administration.
3.2 NOTICE OF FEDERAL FUNDING
This solicitation follows the Uniform Administrative Requirements (UG), Cost Principals, and
Audit Requirements for Federal awards (2 C.F.R. Part 200). Contracts resulting from this
solicitation may be funded with federal grant funds which have been procured in a manner
that is in compliance with all applicable Federal laws, policies, and standards as well as state
law and local policies.
3.3 PURPOSE
Union County is seeking proposals from interested and qualified vendors to provide Over-the-
Phone (OPI), Video Remote Interpretation (VRI) and written translation services for foreign
language interpretation. These services are needed in order to ensure that the Department’s
limited English proficient customers are able to obtain access to available programs and
benefits without barriers. The successful Vendor will demonstrate the capacity to provide
foreign language interpretation and translation services using qualified personnel in the target
languages identified within the applicable time constraints.
4 SCOPE OF WORK
This solicitation will consist of performing all work, and providing all labor, materials, tools,
equipment and transportation necessary to provide Over the Phone interpretation (OPI) and Video
Remote Interpretation (VRI) in the target languages, including American Sign Language (ASL)
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RFP 2025-021 Language Interpretation and Translation Services
through any and all requested phases of a claimant’s interaction with Union County. In some
cases, associated document translation may also be requested. OPI, VRI and written translation
services will be utilized strictly on an as-needed basis, with no minimum amount of work
guaranteed under any contract resulting from this RFP.
1. Language interpretation and associated document translation should be conducted so as
to faithfully and accurately convey the meaning of the source language. Interpretations
should reflect the style, register and cultural context of the source message without
omissions, additions or embellishments.
2. Vendor must be able to provide (at a minimum) OPI, VRI and Document Translation
Services for all languages/dialects listed in Section 11, Appendix D – Language
Requirements and VRI for American Sign Language (ASL).
3. Only proposals from companies established in the foreign language interpretation
business and qualified to handle accounts of this size will be considered. Three (3) years
minimum experience is required. Prior to award, Union County reserves the right to
investigate a Vendor's ability to fulfill the requirements of the contract.
4.1 CONFIDENTIALITY STATEMENT
Vendor must possess a signed and dated Confidentiality Statement for each interpreter, either
employed or contracted, prior to that interpreter providing service under the Contract. Provide
a sample copy of your Vendor’s Confidentiality Statement with proposal.
4.2 INTERPRETER OPERATIONAL REQUIREMENTS
1. The interpreter will remain neutral in the conversation unless prompted by the
customer with additional instructions.
2. The interpreter will speak in the first (1st) person.
3. The interpreter will use the utmost courtesy when conversing with the customer and/or
the client.
4. The interpreter will refrain from entering into a disagreement with the customer and/or
the client.
5. The interpreter will accurately interpret the client’s statements and relay the message
in its entirety with the meaning preserved throughout the conversation. Information
will not be edited or deleted, which may erroneously change the meaning the of the
client’s statements.
6. All conversations, interpretations, or translations will remain confidential and will not
be shared with individuals unrelated to the call or translation. Calls must only be
recorded for Quality Assurance and training purposes.
7. The translator will provide accurate (reflect the meaning correctly), effective (provide
the intended effect on the reader), and impartial (unbiased) services.
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4.3 OVER-THE-PHONE INTERPRETATION (O PI) SERVICES
OPI services must meet and/or exceed the following requirements.
• Regularly and continuously engaged in the business of providing multilingual Over-
the-Phone Interpretation (OPI) services for at least three years.
• Have a language proficiency certification procedure in place to verify competency as
a condition of employment as an interpreter.
• Possess all permits, licenses and professional credentials necessary to supply product
and perform services as specified under this RFP.
• Capable of providing the County instant access to an interpreter. Connection time is
not to exceed 10 seconds for Spanish and not to exceed 15 seconds for all languages.
• Have capability of providing at a minimum the languages outlined in Section 11,
Appendix D – Language Requirements.
• Maintain Interpretation services capability 24 hours per day, seven days per week.
• Maintain an adequate number of available interpreters in the most often accessed
languages to maintain minimum connection time requirements.
• Provide a live operator option.
• Have an established telephone redundancy system to ensure the County’s residents
and employees receive uninterrupted services in case of system or power failure.
• Provide complete transition and training services to County at no additional cost.
• Work with the County to identify and/or modify equipment required to deliver
multilingual interpretation services efficiently and effectively at no additional charge.
4.4 VIDEO REMOTE INTERPRETING (VRI) SERVICES
In addition all languages/dialects listed in Section 11, Appendix D – Language Requirements,
the Vendor must provide video conferencing technology to connect a deaf or hard-of-hearing
person with an American Sign Language (ASL) interpreter remotely, facilitating
communication.
VRI must provide real-time, full-motion video and audio over a dedicated high-speed, wide-
bandwidth video connection or wireless connection that delivers high-quality video images
that do not produce lags, choppy, blurry, or grainy images, or irregular pauses in
communication. VRI must provide sharply delineated image that is large enough to display
the interpreter’s face, arms, hands, and fingers, and the participating individual’s face, arms,
hands, and fingers, regardless of body position. VRI must also provide a clear, audible
transmission of voices.
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4.4.1 EQUIPMENT
1. Contractor must provide all necessary equipment and software required. Union
County requests the option to purchase software license, if needed.
2. Contractor must have all necessary equipment installed and functioning to
provide the services required in the resulting contract.
3. Contractor must have telephone terminal equipment with expansion capabilities
to accommodate an increase in call volume, as needed.
4. Adequate training to users of the technology and other involved individuals so
that they may quickly and efficiently set up and operate the VRI.
5. Contractor’s telephone terminal and VRI equipment must be capable of
collecting the detailed call traffic information needed to produce the reports and
invoice details required by the contract.
6. Outbound calls and/or third-party calls will be required of the Vendors under the
resulting Master Agreement. Vendors shall not charge for these calls.
7. Contractor agrees that no interpretation work by wireless communication device
shall take place in a moving vehicle if the interpreter is the driver. This strict
prohibition is intended to avoid driver distractions, accidents, risks to others, and
lack of interpreter focus on the interpretation work itself. In addition, background
noise such as traffic, barking dogs, crying babies, wind, and other people
carrying on nearby conversations is a distraction to others on the phone and
interpretation work should not proceed when any participant cannot hear due to
the background noise and requests the interpreter to relocate to a quiet area.
Subject to contract cancelation and other penalties, any interpretation conducted
on a wireless device, whether texting or oral, is prohibited under this contract if
conducted in a moving vehicle when the interpreter is the driver. To be clear, this
prohibition shall also apply in states with laws addressing cell phone use and/or
texting while driving and applies to all drivers involved with manually or orally
typing; or entering multiple letters, numbers, symbols or other text in a wireless
communication device; or sending or reading data in the device, for the purpose
of oral or non-voice interpersonal communication, including texting, emailing,
and instant messaging. Vehicles equipped with Bluetooth devices and dash
mounted phones are not an exception to this prohibition. Interpreters must not
be driving in a moving vehicle when conducting interpretations.
4.5 WRITTEN TRANSLATION SERVICES
These services include but not limited to the following:
• Provide written translation services (from English to another language or vice versa).
• Translation services shall be provided at the Contractor’s work site or in other locations
as mutually agreed.
• Provide document translations for use in an electronic format.
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•Work with the County to maintain accurate documentation of English and second
language translations in an archive format.
•Transfer translations electronically in a secure format.
•Contractor shall be able to provide translation of documents and other written materials
within one (1) to four (4) days (96 hours) after receiving a request from Union County.
4.6 DELIVERABLES AND REPORTS
Contractor shall submit, at no additional cost, monthly reports of services rendered. The County
prefers an online method for reports. These reports must include, but not be limited to:
4.6.1 CALL DETAIL – INTERPRETATION SERVICE
•Language requested
•Caller contact information (including, but not limited to, Access Code,
Personal Code, such as a phone extension or a worker number, or other
identifying code, if available, and department or agency requesting such
service)
•Date and Time of the Call
•Call Start and End Time
•Connection Time to Interpreter
•Interpreter Number
•Rate Code or Rate
•Minutes Per Call
•Total Charge per Call
4.6.2 MONTHLY CALL SUMMARY REPORT – USAGE BY LANGUAGE
•Language requested
•Total Minutes Per Language
•Total Calls Per Language
•Average Length of Call Per Language
•Percentage of Total Minutes Per Language
•Average Interpreter Connect Time (seconds) per Language
•Total Charge Per Language
4.6.3 MONTHLY CALL SUMMARY REPORT – USAGE BY LANGUAGE
•Total Calls per Department
•Percentage of Calls per Department
•Details of Languages Requested per Department
•Percentage of Language Usage per Department
•Percentage of Total Minutes per Department
•Percentage of Total Charges per Department
4.6.4 WRITTEN TRANSLATION DETAIL
•Language requested
•County contact information (including, but not limited to, Access Code,
Personal Code, such as a phone extension or a worker number, or other
identifying code, if available, and department or agency requesting such
service)
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• Date and Time of Request
• Translation Personnel
• Rate
• Number of Words Translated
• Total Charge
In addition to the standard reports described above, Contractor agrees to provide ad hoc
reports upon request.
4.7 INVOICING
1. Contractor must only invoice for the time that interpreter service is provided. Time
required establishing the language service needed and/or connection time to the
appropriate interpreter will not be chargeable. Billing of the interpretation period starts
when the interpreter answers and begins interpreting. The interpretation period is
ended when the interpreter has been disconnected from both the customer and the
client.
2. Invoices will be prepared at the end of every calendar month and delivered to the
customer no later than the 15th day of the calendar month immediately following the
month under invoice.
3. Interpreter Services: Invoices will reflect billing increments of one-tenth of one minute.
For any period of time which falls between tenths of a minute, Contractor will round up
to the next tenth of a minute. One-tenth of one minute is defined as six seconds.
4. Written Translation Services: Invoices will reflect per word billing increments.
5. The minimum billable charge shall be equal to a one minute charge at the rate of the
language for which interpreter service is provided.
6. Invoices must contain the following information, either within the invoice or as an
attachment to the invoice, at a minimum:
a. Union County Contract number;
b. Date of invoice;
c. Contractor name and address;
d. Customer account number and Department name/program;
e. Billing period;
f. Interpreting modality (OPI, VRI, or Document Translation);
g. Interpreter’s name or other identifying information/number;
h. Date and time of each interpreter or translation service occurrence
provided;
i. Interpreted language associated with the call or translation;
j. Duration of the interpreter service provided, measured in tenth of a
minute increment;
k. Contract rate per minute for interpretation and per word for translation;
l. Interpreter Connection Time;
m. Total number of calls interpreted, or documents translated;
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n. Total number of billable interpretation minutes or words translated;
o. Total number of “no interpreter available” calls;
p. Percentage of calls connected in 30 seconds or less;
q. Total number of calls resulting in interpreter connection times of greater
than 60 seconds;
r. Total number of dropped calls between the time the call is answered by
an automated attendant or live operator and the time an interpreter is
online;
s. Total dollar amount due; and
t. Any applicable prompt payment discount(s) available.
4.8 CUSTOMER SUPPORT
1. Contractor must provide toll-free access to interpreter services from anywhere in the
United States, 365-days a year, 7-days a week, 24 -hours a day.
2. Provide point of contact for customer service;
3. Provide procedures for after‐hours support; and
4. Describe the process for addressing issues including problem reporting, assignments,
escalation, and resolution.
4.9 INSTRUCTIONAL MATERIALS
1. Contractor must provide instructional materials at no additional charge to assist end
users in accessing the services that will be provided under the Contract. Materials
should include language identification materials such as “I Speak” cards and
procedural information for accessing the services.
2. Instructional materials must also include informational language posters for the public
indicating interpretation and translation services are available and free of charge. The
informational language posters for the public must include (at minimum) the most
frequent languages utilized by each Participating State to be identified in each state’s
Participating Addendum.
3. Sample informational posters must be provided to customers for approval and possible
editing free of charge in order to suit local languages/needs.
4. Instructional materials must be readily available to all customers, at no cost,
throughout the term of the Contract.
4.10 CUSTOMER SATISFACTION SURVEY
Service Providers shall include a sample of any Customer Satisfaction Surveys they currently
do for other existing customers, and show us how their follow-up corrective action mechanism
works for any issues identified in the course of these Surveys.
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4.11 SERVICE PROVIDER’S FINANCIAL INFORMATION
The Service Provider must have the following financial information readily available and have
the ability to provide it to the County, without exception, within twenty-four (24) hours upon
request during the proposal evaluation process:
1. Annual audited financial reports for the past five (5) fiscal years.
2. Credit reports, credit bulletins, bank and vendor references, and any other published
statements by agencies that have been issued or published about the entity within the
past five (5) years.
3. Indicate whether the Service Provider (and/or predecessor, guarantor, or
subcontractor) has declared bankruptcy within the last five (5) years.
4. Provide a description of the financial impact of any past or pending legal proceedings
and judgments that could materially affect the Service Provider’s financial position or
ability to provide services to the County.
5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS
5.1 TERMS OF SUBMISSION
All material received from a person or company (“Respondent”) in response to this solicitation
shall become the property of Union County and will not be returned to the Respondent. Any
and all costs incurred by a Respondent in preparing, submitting, or presenting submissions
are the Respondent’s sole responsibility and Union County shall not reimburse the
Respondent. All responses to this solicitation will be considered a public record and subject
to disclosure under applicable public records law.
Any material in a response which the Respondent considers a trade secret and exempt from
disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66-152,
must be properly designated as a trade secret. In order to properly designate such material,
the Respondent must: (i) submit any trade secret materials in a separate envelope, or file,
from all other submitted material, being clearly marked as “Trade Secret – Confidential and
Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on
each page of the materials therein which contain trade secrets.
To the extent consistent with public records law, Union County will make reasonable efforts
to maintain the confidential nature of trade secrets, as determined by Union County and
subject to the conditions set forth herein. Respondent understands and agrees by submitting
a response to this solicitation, that if a request is made to review or produce a copy of any
information in the Respondent’s materials which was properly labeled by the Respondent as
a trade secret, Union County will notify the Respondent of the request and the date that such
materials will be released to the requestor unless the Respondent obtains a court order
enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure
prior to that date, Respondent understands and agrees that Union County will release the
requested information to the requestor on that date.
Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and
each of its officers, employees, and agents from all costs, damages, and expenses incurred
in connection with refusing to disclose any material that has been designated as a trade secret
by Respondent.
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5.2 PROPOSAL FORMAT
The County desires all responses to be identical in format in order to facilitate
comparison. While the County’s format may represent a departure from the Offeror’s
preference, the County requests adherence to the format. All responses are to be in the
format described below.
Offerors should prepare their proposals in accordance with the instructions outlined in this
section. Each Offeror is required to submit the proposal electronically – Refer to Section 2.2.
Each section should be identified as described below. Proposals should be prepared as simply
as possible and provide a straightforward, concise description of the proposer’s capabilities
to satisfy the requirements of the RFP.
Utmost attention should be given to accuracy, completeness, and clarity of content. All parts,
pages, figures, or tables should be numbered and clearly labeled. Response information
should be limited to pertinent information only. Marketing and sales type information is not to
be included.
Proposals must not exceed 25 pages, 8 1/2" x 11" with one (1) inch margins typed with Arial
or Times New Roman font, and text size minimum of eleven (11) points. All proposals must
include titles that correspond with the bolded sections and subsections to which the
information pertains. Charts and screenshots are not restricted to formatting requirements;
however, please use your judgment for decipherability.
The RFP should include a response to each of the following criteria. Failure to address each
area could result in rejection of a proposal. Please pro vide a table of contents in the format
of the proposal requirements identifying each section and subsection. Include examples of
procedures, repo rts, or other in formation where applicable.
The proposal should be organized and identified by sections using labeled titles:
• Section A – Cover Letter
• Section B – Company and Qualifications
• Section C – Description of Proposed Services
• Section D – Key Staff
• Section E – Implementation Plan and Schedule
• Section F – Credentials
• Section G – References
• Section H – Required Forms
Omissions and incomplete answers may be deemed unresponsive.
5.2.1 SECTION A – COVER LETTER
The cover letter shall briefly introduce your firm, principal in charge, and area(s) of
experience in which your firm is seeking consideration. Also, include the following:
• Expression of firm’s interest in the work.
• Statement of whether firm is on register with the Secretary of State.
• Legal company name and DBA (if applicable).
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• Corporate headquarters’ address, phone number and Website address.
• Location Providing Service (if different from headquarters), address and
telephone number.
• Required: Name of single point of contact, title, direct telephone number
and/or extension and direct email address.
• Name of person with binding authority, title, address, direct telephone number
and/or extension and email address.
• Make the following representations and warranty in the cover letter, the falsity
of which might result in rejection of its Statement of Qualifications:
“The information contained in this SOQ or any part thereof, including any
exhibits, schedules, and other documents and instruments delivered or to be
delivered to the County, is true, accurate, and complete. This SOQ includes
all information necessary to ensure that the statements therein do not in whole
or in part mislead the County as to any material facts.”
5.2.2 SECTION B – COMPANY AND QUALIFICATIONS
This section provides each company with the opportunity to demonstrate how its history,
organization, and partnerships differentiate it from other companies. Careful attention
should be paid to providing information relevant to Union County’s needs.
• Provide company history, and number of years in business under the current
organizational name, structure and services offered.
• Describe your company’s complete corporate structure, including any parent
companies, subsidiaries, affiliates and other related entities.
• How many public sector (cities and counties) clients does your company
have?
• Provide a management organization chart of your company including director
and officer positions and names and the reporting structure.
• Explain how your organization ensures the personnel performing the services
are qualified and proficient.
• Detailed description of efforts your firm will undertake to achieve client
satisfaction and to satisfy the requirements of the solicitation.
• List any projects or services terminated by a government entity. Please
disclose the government entity that terminated and explain the reason for the
termination.
• Are audited or otherwise verifiable financial statements available upon
request?
• Is the Vendor’s organization involved in any pending litigation that may affect
its ability to provide its proposed solution or ongoing maintenance or support
of its products and services.
• Detailed description of specific tasks you will require from County staff.
Explain what the respective roles of County staff and your staff would be to
complete the tasks specified herein.
5.2.3 SECTION C – DESCRIPTION OF PROPOSED SERVICES
Describe in detail how the overall services for Over-the-Phone, Video Remote
Interpreting, and Written Translation will meet or exceed each requirement as outlined
in the Scope of Services. At a minimum, the following must be included:
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• Explain any special resources, procedures, or approaches that make the
services of Vendor responsive to meeting the minimum qualifications and
requirements of the RFP particularly advantageous to the County.
• Identify any limitations or restrictions of Bidder in providing the services that
the County should be aware of in evaluating its Response to this RFP.
• Provide sample of current confidentiality statement currently utilized. (Section
4.1)
• Describe in detail the equipment and software that will be utilized for this
service. (Section 4.4.1)
• Provide a sample report of services rendered. (Section 4.6)
• Describe customer support services. (Section 4.8)
• Describe available instructional materials. (Section 4.9)
• Provide sample of a customer satisfaction survey. (Section 4.9)
5.2.4 SECTION D – KEY STAFF
• Provide a list of staff, including job title and years of employment, who will
perform the work on this project and indicate the functions that each will
perform.
• Include educations background and related experience on similar projects.
5.2.5 SECTION E – IMPLEMENTATION PLAN AND SCHEDULE
The Implementation Plan and Schedule should provide a clear picture of what the
County can expect, and when to expect it, upon execution of a contract.
5.2.6 SECTION F – CREDENTIALS
Provide proof of any permits, licenses, and/or professional credentials necessary to
perform services as specified in this RFP.
5.2.7 SECTION G – REFERENCES
List three (5) client references with which you have had contracts currently or within the
past three (3) years for this service. Please provide the following for each client:
• Name of Company/Government Entity
• Address
• Project Name
• Contact Name and Title
• Phone Number
• Email Address
• Length of Service
5.2.8 SECTION H – REQUIRED FORMS
Offerors must include signed copies of the following documents in this section:
• Appendix A – Cost Proposal
• Appendix B – Proposal Submission Form (signed)
• Appendix C – Addenda Receipt and Anti-Collusion (signed)
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6 EVALUATION CRITERIA AND SELECTION PROCESS
6.1 SELECTION PARTICIPANTS
1. Maintaining the integrity of the RFP process is of paramount importance for the
County. To this end, please do not contact any members of Union County or its
staff regarding the subject matter of this RFP until a selection has been made,
other than the County’s designated contact person identified in the introduction to
this RFP.
2. Representatives of Union County will read, review, and evaluate the RFP
independently based on the evaluation criteria. Union County reserves the right to
conduct interviews with a shortlist of selected Offerors. Failure to abide by this
requirement shall be grounds for disqualification from this selection process.
3. The Owner will establish an RFP Evaluation Team to review and evaluate the
RFPs. The RFP Evaluation Team will evaluate the RFPs independently in
accordance with the published evaluation criteria. Union County reserves the right
to conduct interviews with a shortlist of selected respondents.
4. At its sole discretion, the Owner may ask written questions of Offerors, seek written
clarification, and conduct discussions with Offerors on the RFPs.
5. The County reserves the right to determine the suitability of proposals on the basis
of a proposal meeting scope and submittal criteria listed in the RFP. Evaluation
criteria and other relevant RFP information will be used to assist in determining the
finalist Vendor.
6.2 EVALUATION SELECTION PROCESS
A weighted analysis of the evaluation criteria will be utilized to determine the Vendor that
represents the best value solution for the County.
In the evaluation and scoring/ranking of Offerors, the Owner will consider the information
submitted in the RFP as well as the meetings (if applicable) with the respect to the evaluation
criteria set forth in the RFP.
The initial evaluation criteria/factors and relative weights listed below will be used to
recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed
Offerors. The County may choose to award without engaging in interview discussions.
RFP Evaluation Criteria Weights
Company Background and Experience 35%
Proposed Services and Implementation 40%
Compliance with Submittal Requirements 15%
Price Proposal 10%
After identification of Short-Listed Offerors, the Owner may or may not decide to invite Short-
Listed firms to interviews. If interviews are scheduled with the Short-Listed Offerors, previous
evaluation and rankings are not carried forward. For the purpose of selecting a Preferred
Offeror, the evaluation criteria will be given the following relative weights:
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Interview Evaluation Criteria Weights
Proposed Approach, Implementation and Staff 65%
Cost, Quality and Relevance of Interview as it Relates to the
Scope of the RFP 35%
6.3 AWARD PROCEDURE
Union County has the right to reject any or all proposals, to engage in further negotiations with
any Company submitting a proposal, and/or to request additional information or clarification.
The County is not obligated to accept the lowest cost proposal. The County may accept
the proposal that best serves its needs, as determined by County officials in their sole
discretion.
More than one proposal from an individual, Offeror, partnership, corporation or association
under the same or different names, will not be considered.
The County reserves the right to enter into negotiations with the top ranked Offeror.
However, negotiations with the top ranked Offeror does not signify a commitment by Union
County to execute a contract or to continue discussions.
The County reserves the right to terminate negotiations at any time and for any reason. The
County may select and enter into negotiations with the next most advantageous Proposer if
negotiations with the initially chosen Proposer are not successful.
The award shall be made in the best interest of the County. This Request for Proposal
is not subject to any competitive bidding requirements of North Carolina law. The
County reserves the right to accept other than the most financially advantageous
proposal.
7 GENERAL CONDITIONS AND REQUIREMENTS
7.1 TERMS AND CONDITIONS
The contract award may have an initial term of two (2) years with three (3) one -year renewal
options at the County’s discretion, pending annual budget approval.
All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offe ror.
The Offeror understands that an employer/employee relationship does not exist under this
contract.
All proposals submitted in response to this request shall become the property of Union County
and as such, may be subject to public review.
7.2 CONTRACTUAL OBLIGATIONS
The contents of this Proposal and the commitments set forth in the Proposal shall be
considered contractual obligations if a contract ensues. Failure to accept these obligations
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may result in cancellation of the award. All legally required terms and conditions shall be
incorporated into final contract agreements with the selected Service.
7.3 COST ADJUSTMENTS
The Unit Pricing for the Initial Term shall be based upon the response to this solicitation.
However, the Unit Pricing for any Renewal Term may be adjusted at the beginning of such
Renewal Term by multiplying the Unit Pricing effective in the previous term by the quotient of
the All Urban Consumers Price Index (CPI-U) (South Region), Others Goods and Services,
with the Index Period of 2025-2030 as published by the Bureau of Labor Statistics, United
States Department of Labor, in effect ninety (90) days prior to the commencement date of the
new Renewal Term divided by such CPI in effect for the same month one (1) year prior to
such date. However, any Unit Pricing increase pursuant to the previous sentence shall be
capped at a five percent (5%) increase from one term to the next. Any such Unit Pricing
adjustment for a Renewal Term must be requested by the Vendor or County within thirty (30)
days from the date of the County’s notice of its exercise of an option to renew the Contract for
a Renewal Term.
7.4 SUB-CONTRACTOR/PARTNER DISCLOSURE
A single Company may propose the entire solution. If the proposal by any Company requires
the use of sub-contractors, partners, and/or third-party products or services, this must be
clearly stated in the proposal. The Company submitting the proposal shall remain solely
responsible for the performance of all work, including work that is done by sub-contractors.
7.5 EXCEPTION TO THE RFP
An “exception” is defined as the Service Provider’s inability or unwillingness to meet a term,
condition, specification, or requirement in the manner specified in the RFP. All exceptions
taken must be identified and explained in writing and must specifically reference the relevant
section(s) of this RFP. Other than exceptions that are stated in compliance with this Section,
each proposal shall be deemed to agree to comply with all terms, conditions, specifications,
and requirements of this RFP. If the Service Provider provides an alternate solution when
taking an exception to a requirement, the benefits of this alternate solution and impact, if any,
on any part of the remainder of the Service Provider’s solution, must be described in detail.
7.6 MODIFICATION OR WITHDRAWAL OF PROPOSAL
Prior to the scheduled closing time for receiving proposals, any Offeror may withdraw their
proposal. After the scheduled closing time for receiving proposals, no proposal may be
withdrawn for 120 days. Only written requests for the modification or correction of a previously
submitted proposal that are addressed in the same manner as proposals and are received by
the County prior to the closing time for receiving proposals will be accepted.
7.7 EQUAL EMPLOYMENT OPPORTUNITY
All Firms will be required to follow Federal Equal Employment Opportunity (EEO) policies.
Union County will affirmatively assure that on any project constructed pursuant to this
advertisement, equal employment opportunity will be offered to all persons without regard to
race, color, creed, religion, national origin, sex, and marital status, status with regard to public
assistance, membership or activity in a local commission, disability, sexual orientation, or age.
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7.8 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN
It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business
Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly
in contracts financed in whole or in part with public funds. Consistent with this policy, Union
County will not allow any person or business to be excluded from participation in, denied the
benefits of, or otherwise be discriminated against in connection with the award and
performance of any contract because of sex, race, religion, or national origin.
7.9 LICENSES
The successful Firm(s) shall have and maintain a valid and appropriate business license (if
applicable), meet all local, state, and federal codes, and have current all required local, state,
and federal licenses.
7.10 E -VERIFY
E-Verify is the federal program operated by the United States Department of Homeland
Security and other federal agencies, or any successor or equivalent program, used to verify
the work authorization of newly hired employees pursuant to federal law. Offeror/Firm shall
ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify
if required to do so; and (ii) otherwise complies with applicable law.
7.11 DRUG-FREE WORKPLACE
During the performance of this Request, the Firm agrees to provide a drug-free workplace for
their employees; post in conspicuous places, available to employees and applicants for
employment, a statement notifying employees that the unlawful manufacture, sale,
distribution, dispensation, possession, or use of a controlled substance or marijuana is
prohibited in the workplace and specify the actions that will be taken against employees for
violations of such prohibition; and state in all solicitations or advertisements for employees
placed by or on behalf of the firm that the Firm maintains a drug-free workplace.
For the purposes of this section, “drug-free workplace” means a site for the performance of
work done in connection with a specific contract awarded to a Contractor/Firm in accordance
with this chapter, the employees of whom are prohibited from engaging in the unlawful
manufacture, sale, distribution, dispensation, possession or use of any controlled substance
or marijuana during the performance of the Request.
7.12 INSURANCE
One or more of the following insurance limits may be required if it is applicable to the project.
The County reserves the right to require additional insurance depending on the nature of the
agreement.
At Contractor’s sole expense, Contractor shall procure and maintain the following minimum
insurances with insurers authorized to do business in North Carolina and rated A-VII or better
by A.M. Best.
A. WORKERS’ COMPENSATION
(for any agreement unless otherwise waived by the Risk Manager)
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Statutory limits (where contractor has three or more employees) covering all
employees, including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
(for any agreement unless otherwise waived by the Risk Manager)
Covering Ongoing and Completed Operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
$5,000 Medical Expense Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
(for any agreement involving the use of a contractor vehicle while conducting
services associated with the agreement)
$1,000,000 Combined Single Limit - Any Auto
D. PROFESSIONAL LIABILITY
(for any agreement providing professional service such as engineering,
architecture, surveying, consulting services, etc.)
$1,000,000 Claims Made
Contractor shall provide evidence of continuation or renewal of Professional
Liability Insurance for a period of two (2) years following termination of the
Agreement.
E. POLLUTION LIABILITY INSURANCE
(for any agreement involving the clean-up or transportation of pollutants)
$1,000,000 Claims Made
Contractor shall provide evidence of continuation or renewal of Pollution Liability
Insurance for a period of two (2) years following termination of the Agreement.
F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER)
(for any agreement involving software applications)
$1,000,000 Claims Made
Contractor shall provide evidence of continuation or renewal of Technology Errors
& Omissions Insurance for a period of two (2) years following termination of the
Agreement.
G. Builder’s Risk
(for any agreement involving above ground construction projects)
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Amount of Contract
ADDITIONAL INSURANCE REQUIREMENTS
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL
LIABILITY INSURANCE POLICY.
Additional Insured status for Completed Operations shall extend for a period of not
less than three (3) years from the date of final payment.
B. Before commencement of any work or event, Contractor shall provide a Certificate
of Insurance in satisfactory form as evidence of the insurances required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
D. It is the intention of the parties that the insurance policies afforded by contractor
shall protect both parties and be primary and non-contributory coverage for any
and all losses covered by the above-described insurance.
E. Union County shall have no liability with respect to Contractor’s personal property
whether insured or not insured. Any deductible or self-insured retention is the sole
responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: _____________________
Contract #: _____________________
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union County for
claims made or suits brought which result from or are in connection with the
performance of this Agreement.
I. Certificate Holder shall be listed as follows:
Union County
500 N. Main Street
Monroe, NC 28112
J. If Contractor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Contractor shall ensure that the assignee or
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Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
subcontractor satisfies all requirements of this Agreement, including, but not
limited to, maintenance of the required insurances coverage and provision of
certificate(s) of insurance and additional insured endorsement(s), in proper form
prior to commencement of services.
7.13 INDEMNIFICATION
Contractor agrees to protect, defend, indemnify and hold Union County, its officers,
employees and agents free and harmless from and against any and all losses, penalties,
damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands,
obligations, actions, proceedings, or causes of action of every kind in connection with or
arising out of this agreement and/or the performance hereof that are due, in whole or in part,
to the negligence of the Contractor, its officers, employees, subcontractors or agents.
Contractor further agrees to investigate, handle, respond to, provide defense for, and defend
the same at its sole expense and agrees to bear all other costs and expenses related thereto.
--Intentionally Left Blank--
262
Page 24
Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
8 APPENDIX A – COST PROPOSAL
RFP 2025-021 Language Interpretation and Translation Services
SUBMIT WITH PROPOSAL
Company Name: _________________________________
The County is not obligated to accept the lowest cost proposal. The County may accept the
proposal that best serves its needs, as determined by County officials in their sole discretion.
Refer to Section 7 Evaluation Criteria and Selection Process.
Please complete the following price proposal form in its entirety as specified. No minimum
quantities are guaranteed. Do not write in exceptions. All exceptions should be submitted on or
before the question deadline of April 15, 2025 at 3:00 PM local time.
Description Spanish Russian Ukrainian Portuguese
American
Sign
Language
Over the Phone Interpretation (Per Minute) $ $ $ $ n/a
Video Remote Interpretation (Per Minute) $ $ $ $ $
Written Interpretation (Per Word) $ $ $ $ n/a
If there are additional costs that may be charged, please specify in the space below:
Description Cost
Software License Purchase
263
Page 25
Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
9 APPENDIX B – PROPOSAL SUBMISSION FORM
RFP 2025-021 Uniform Rental Services
SUBMIT WITH PROPOSAL
This Proposal is submitted by:
Company Legal Name:
Representative Name:
Representative Signature:
Representative Title:
Address:
City/State/Zip:
Email Address:
Phone Number:
Website Address:
It is understood that Union County reserves the right to reject any and all proposals, to make
awards according to the best interest of the County, to waive formalities, technicalities, to
recover and resubmit this project. Proposal is valid for 120 calendar days from the Proposal
due date and is submitted by an executive of the company that has authority to contract
with Union County, NC.
Name:
Title:
Signature:
Date:
264
Page 26
Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM
RFP 2025-021 Uniform Rental Service
SUBMIT WITH PROPOSAL
Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions
or changes received will be posted as an addendum on www.co.union.nc.us and/or
www.ips.state.nc.us. It is your responsibility to check for this information.
Addendum No. Date Downloaded
I certify that this proposal is made in good faith and without collusion with any other offeror or
officer or employee of Union County.
Company Name:
Name:
Title:
Email Address:
Signature:
Date:
265
Page 27
Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
11 APPENDIX D – LANGUAGE REQUIREMENTS
RFP 2025-021 Uniform Rental Service
DO NOT SUBMIT WITH PROPOSAL
Afrikaans Gaddang Luxembourgeois Samoan
Akan Gaelic Maay Sango
Albanian Garre Macedonian Serbian
Amharic Georgian Malagasy Shanghainese
Arabic German Malay Sichuan
Armenian Greek Malayalam Sicilian
Ashante Gujarati Malinka Sindhi
Assyrian Haitian Creole Maltese Sinhalese
Azerbaijani Hakka Mam
Azeri Hakka - China Mandarin Slovak
Bajuni Hassaniyya Mandingo Slovenian
Bambara Hebrew Mandinka Somali
Basque Hindi Maninka Soninke
Behdini Hmong Marshallese Soprani
Belarussian Hokkien Mien Sorani
Bengali Hudanese Mina Spanish
Bosnian Hungarian Mirpuri Sudanese
Bulgarian Ibanag Mixteco Sudanese Arabic
Burmese Ibo Moldavian Susu
Cantonese Icelandic Mongolian Swahili
Catalan Igbo Montenegrin Swedish
Chaldean Ilocano Moroccan-Arabic Sylhetti
Chaochow Indonesian Navajo Tagalog
Chavacano Inuktitut Neapolitan Taiwanese
Cherokee Italian Nepali Tajik
Chin Jakartanese Nigerian Pidgeon English Tamil
Chuukese Japanese Norwegian Telugu
Cree Javanese Nuer Thai
Croatian Kanjobal Oromo Tibetan
Czech Karen Pahari Tigre
Danish Kasmiri Pampangan Tigrinya
Dari Kazakh Pangasinan Toishanese
Dinka Khmer (Cambodian) Pashto Tongan
Diula Kinyarwanda Patois Tshiluba
Dutch Kirghiz Pidgin English Turkish
Estonian Kirundi Polish Twi
Ewe Korean Portugese Creole Ukranian
Farsi (Persian) Kosovan Portuguese Urdu
Fijian Hindi Krio Pothwari Uyghur
Finnish Kurdish Pulaar Uzbek
Flemish Kurmanji Punjabi Vietnamese
French Laotian Putian Visayan
French Canadian Latvian Quichua Wenzhou
Fukienese Lingala Wolof
Fula Lithuanian Romani, Vlach Yiddish
i Luganda Romanian Yoruba
Fuzhou Luo Russian Yupik
266
Page 24
Union County, North Carolina
RFP 2025-021 Language Interpretation and Translation Services
8 APPENDIX A – COST PROPOSAL
RFP 2025-021 Language Interpretation and Translation Services
SUBMIT WITH PROPOSAL
Company Name:0DVWHU:RUG6HUYLFHV,QF
The County is not obligated to accept the lowest cost proposal. The County may accept
the proposal that best serves its needs, as determined by County officials in their sole
discretion. Refer to Section 7 Evaluation Criteria and Selection Process.
Please complete the following price proposal form in its entirety as specified. No
minimum quantities are guaranteed. Do not write in exceptions. All exceptions should be
submitted on or before the question deadline of April 15, 2025 at 3:00 PM local time.
Description Spanish Russian Ukrainian Portuguese
American
Sign
Language
Over the Phone Interpretation (Per Minute) $ $ $ $n/a
Video Remote Interpretation (Per Minute) $ $ $ $ $
Written Interpretation (Per Word) $ $ $ $ n/a
If there are additional costs that may be charged, please specify in the space below:
Description Cost
Software License Purchase
proposal. The Cooposal. The
d by County officd by County offic
d Selection Proces Selection Proce
oposalpos form in rm in
o not write in excnot write in e
eadline of adline o April 15April 15
SSESEpanish EEnute)nute $SSSSESer Minute)er Minute)$ESESESESer Word)er Word)$$EEEDEEEEe are additional ce additional cA AND DDDD$DDDDD$$$$DDDD$ $ NDDDNNNNDy be chargede chargedAAi
CONFIDENTIALbe IAIAese IALALAmerican ALSign
IALanguage
TIATIAn/IAIAIAIATIA$$$TIATIATIANTIA$ $ TNNNTTTNNNNTe specify in the spae specify in the sp
IDEIDDEDIDDDDDFINFONONCOC(;+,%,7%
0.98 1.17 1.17 1.17
1.58 1.64 1.64 1.64
2.05*
0.137 0.137 0.175 0.175
Waived
OPI/VRI: Calls are billed per minute; fractions of a minute will be rounded to the next whole minute.
Billing starts when interpreter answers and ends once interpreter or customer disconnects.
Specialized Services to be quoted upon request: Specialized services include, but are not limited to;
legal interpreters and other services requiring subject-matter expertise. These services shall be
scheduled in advance to ensure interpreter availability. *Does not include CDI services.
Spanish and ASL VRI calls are available on-demand 24/7/365. Other languages On-Demand VRI
services are available Monday through Friday between 7:00 am and 7:00 pm CST.
Translation: A 50% Rush fees may apply if Client requests a service to be performed on an urgent
basis. Project Management is charged at 10% of the total service order charged.
Translation Minimums: A minimum charge (cost per order) of $50 shall apply to each translation order.
Additional Terms of Services apply to the rates above. All other languages will be quoted upon request.
267
Simple Services (Updated 07.29.24) 5
EXHIBIT C
INSURANCE REQUIREMENTS
I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
D. PROFESSIONAL LIABILITY
$1,000,000 Claims Made
Contractor shall provide evidence of continuation or renewal of Professional
Liability Insurance for a period of two (2) years following termination of the
Agreement.
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE
GENERAL LIABILITY INSURANCE POLICY.
B. Before commencement of any work or event, Contractor shall provide a Certificate
of Insurance in satisfactory form as evidence of the insurances required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
268
Simple Services (Updated 07.29.24) 6
D. It is the intention of the parties that the insurance policies afforded by Contractor
shall protect both parties and be primary and non-contributory coverage for any and
all losses covered by the above-described insurance.
E. Union County shall have no liability with respect to Contractor’s personal property
whether insured or not insured. Any deductible or self-insured retention is the sole
responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Human Services
Contract #: 9838
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union County for
claims made or suits brought which result from or are in connection with the
performance of this Agreement.
I. Certificate Holder shall be listed as follows:
Union County
Attention: Risk Manager
500 North Main Street
Monroe, NC 28112
J. If Contractor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Contractor shall ensure that the assignee or
subcontractor satisfies all requirements of this Agreement, including, but not
limited to, maintenance of the required insurances coverage and provision of
certificate(s) of insurance and additional insured endorsement(s), in proper form
prior to commencement of services.
269
1
CONTRACT ADDENDUM
This Addendum shall modify and supersede as indicated certain terms and provisions of
the agreement between UNION COUNTY (the “County”) and MASTERWORD SERVICES,
INC. (“Contractor”), dated ______________ for the provision of language interpreting services
by Contractor (the “Agreement”). References to the “Parties” shall hereinafter refer to the County
and the Contractor collectively. When used in the Attachments listed below, the terms “County,”
“Contractor,” and “Parties” shall have the same meanings as set forth in this Addendum.
This Addendum is included in compliance with 9 N.C.A.C. 3M.0703 and contract
procedures developed by the North Carolina Division of Social Services. In the event of any
inconsistencies between the terms and provisions appearing in the Agreement and those appearing
in this Addendum (including any attachment thereto), then this Addendum and its attachments
shall be controlling. It is the intent of the parties that except as amended by this Addendum, which
shall be attached to the referenced Agreement, the terms and provisions of the Agreement shall
govern the relationship between the parties.
1. Contract Documents. The Agreement shall consist of the following documents, which
are attached and incorporated herein by reference:
[x] The Agreement and any exhibits or attachments identified therein.
[x] This Addendum
[x] Attachment A: General Terms and Conditions
[x] Attachment C: Combined Federal Certification Regarding Drug-Free Workplace
Requirements and Certification Regarding Nondiscrimination
[x] Attachment D: Conflict of Interest Policy
[x] Attachment E: No Overdue Taxes
[x] Attachment I: HIPAA Business Associate Addendum
[x] Attachment J: Certification Regarding Transportation
[x] Attachment K: IRS Federal Tax Exemption
[x] Attachment M: Contractor’s Tax ID Number
[x] Attachment N: State Certification: Contractor Certifications Required by North
Carolina Law
[x] Attachment O: Non-Discrimation, Clean Air, Clean Water
These documents constitute the entire agreement between the Parties and supersede all
prior oral and/or written statements or agreements. If there are subsequent contract
amendments, the most recent amendment shall have the highest precedence and the oldest
amendment shall have the lowest precedence.
2. Contractor’s Tax ID No.: See Attachment M.
3. Contractor’s Fiscal Year End Date: December 31
4. Contractor’s Status: [ ] Public [x] Private for Profit [ ] Private Nonprofit
270
2
5. Contract Administrators: All notices permitted or required to be given by one party to
the other and all questions about the contract from one party to the other shall be
addressed and delivered to the other party’s Contract Administrator. The name, post
office address, street address, telephone number, fax number, and email address of the
parties’ respective initial Contract Administrators are set out below. Either party may
change the name, post office address, street address, telephone number, fax number, or
email address of its Contract Administrator by giving timely written notice to the other
party.
For the County:
IF DELIVERED BY US POSTAL SERVICE IF DELIVERED BY ANY OTHER MEANS
Name & Title Ashley Lantz
Division Director, Social
Services
Name & Title Jackie Morgan
Business Operations Department
Director
County Union County Consolidated
Human
Services Agency
County Union County Consolidated
Human
Services Agency
Mailing Address 2330 Concord Ave Mailing Address 2330 Concord Ave
City, State, Zip Monroe, NC 28110 City, State, Zip Monroe, NC 28110
Telephone 704-296-4825
Fax 704-296-6151
Email
Jackie.morgan@unioncountync.gov
For the Contractor:
IF DELIVERED BY US POSTAL SERVICE IF DELIVERED BY ANY OTHER MEANS
Name & Title Ludmila Golovine
CEO
Name & Title Ludmila Golovine
CEO
Company Name MasterWord Services Inc. Company Name MasterWord Services, Inc.
Mailing Address 303 Stafford St. Street Address 303 Stafford St.
City State Zip Houston, TX 77079 City State Zip Houston, TX 77079
Telephone 281-589-0810
Fax
Email contracts@masterword.com
6. Maximum Contract Amount and Funding Source(s):
The total amount paid by the County to the Contractor under this contract shall not
exceed 200,000.00. This amount consists of:
[x] Federal funds. Amount, or percentage, & CFDA# if known: 49%
[x] State funds. Amount, or percentage, if known: 30%
[x] County funds. Amount, or percentage, if known: 21%
[ ] Other:_________. Amount, or percentage, if known: _____
Matching Requirements from Contractor:
[x] There are no matching requirements from the Contractor.
271
3
7. Unit Pricing. For purposes of this Agreement, a unit or unit of service, is defined as:
See Agreement. Total number of units contracted for: See Agreement. Price per unit:
See Agreement.
8. Applicable SIS Code(s): N/A
9. Service Area/Delivery Site. Contractor shall provide the services described in this
Agreement to the following areas and/or at the following location(s): See Agreement.
10. Reporting Requirements: Contractor shall comply with audit requirements as described
in N.C.G.S. § 143C-6-22 & 23 and OMB Circular- CFR Title 2 Grants and Agreements,
Part 200, and shall disclose all information required by 42 USC 455.104, or 42 USC
455.105, or 42 USC 455.106.
11. Access to Persons and Records. The State Auditor shall have access to persons and
records as a result of all contracts or grants entered into by State agencies or political
subdivisions in accordance with N.C.G.S. § 147-64.7. Additionally, as the State funding
authority, the Department of Health and Human Services shall have access to persons and
records as a result of all contracts or grants entered into by State agencies or political
subdivisions. All Contractor’s records related to this Agreement shall be open to inspection
and copying by the County. Contractor shall provide such records to the County within
fifteen (15) days of the County’s request to inspect and/or copy. Contractor agrees to
participate in program, fiscal and administrative monitoring or audits, making records and
staff time available to federal, State and County staff. Contractor agrees to take necessary
steps for corrective action, as negotiated within a corrective action plan, for any items
found to be out of compliance with Federal and State laws, regulations, standards and/or
terms of this contract.
12. Supplementation of Expenditure of Public Funds. Contractor assures that funds
received pursuant to this contract shall be used only to supplement, not to supplant, the
total amount of federal, state and local public funds that Contractor otherwise expends for
contract services and related programs. Funds received under this Agreement shall be used
to provide additional public funding for such services; the funds shall not be used to reduce
Contractor’s total expenditure of other public funds for such services.
13. Disbursements. As a condition of this Agreement, Contractor acknowledges and agrees
to make disbursements in accordance with the following requirements:
272
4
(a) Implement adequate internal controls over disbursements;
(b) Pre-audit all vouchers presented for payment to determine:
• Validity and accuracy of payment
• Payment due date
• Adequacy of documentation supporting payment
• Legality of disbursement
(c) Assure adequate control of signature stamps/plates;
(d) Assure adequate control of negotiable instruments; and
(e) Implement procedures to insure that account balance is solvent and reconcile the
account monthly.
14. Outsourcing to Other Countries. Contractor certifies that it has identified to the County
all jobs related to the Agreement that have been outsourced to other countries, if any.
Contractor further agrees that it will not outsource any such jobs during the term of this
Agreement without providing notice to the County.
15. Signature Warranty. The undersigned represent and warrant that they are authorized to
bind their principals to the terms of this Agreement.
16. Federal Certifications. Individuals and Organizations receiving federal funds must
ensure compliance with certain certifications required by federal laws and regulations.
Contractor is hereby complying with Certifications regarding Nondiscrimination, Drug-
Free Workplace Requirements, Environmental Tobacco Smoke, Debarment, Suspension,
Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions, and Lobbying.
These assurances and certifications are to be signed by Contractor’s authorized
representative.
17. Reversion of Funds. Any unexpended grant funds shall revert to the County upon
termination of the Agreement.
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5
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing
bodies, have caused this Addendum to be duly executed, this day and year first above written. The
undersigned represent and warrant that they are authorized to bind their principals to the terms of
this agreement. The Contractor and the County have executed the Contract and this Addendum in
duplicate originals, with one original being retained by each party.
MASTERWORD SERVICES, INC.
___________________________________
___________________________________
(Printed/Typed Name and Title)
DATE: ________________
UNION COUNTY
___________________________________
Brian Matthews, County Manager
DATE: ________________
Approved as to Legal Form CAM
274
Contract #9838
MasterWord Services, Inc.
(General Terms and Conditions- rev 06-07-2015 Page 1 of 5
Attachment A
General Terms and Conditions
Relationships of the Parties
Independent Contractor: The Contractor is and shall
be deemed to be an independent contractor in the
performance of this contract and as such shall be wholly
responsible for the work to be performed and for the
supervision of its employees. The Contractor represents
that it has, or shall secure at its own expense, all
personnel required in performing the services under this
agreement. Such employees shall not be employees of,
or have any individual contractual relationship with the
County.
Subcontracting: The Contractor shall not subcontract
any of the work contemplated under this contract without
prior written approval from the County. Any approved
subcontract shall be subject to all conditions of this
contract. Only the subcontractors specified in the
contract documents are to be considered approved upon
award of the contract. The County shall not be obligated
to pay for any work performed by any unapproved
subcontractor. The Contractor shall be responsible for
the performance of all of its subcontractors.
Assignment: No assignment of the Contractor's
obligations or the Contractor's right to receive payment
hereunder shall be permitted. However, upon written
request approved by the issuing purchasing authority,
the County may:
(a)Forward the Contractor's payment check(s)
directly to any person or entity designated by the
Contractor, or
(b)Include any person or entity designated by
Contractor as a joint payee on the Contractor's
payment check(s).
In no event shall such approval and action obligate the
County to anyone other than the Contractor and the
Contractor shall remain responsible for fulfillment of all
contract obligations.
Beneficiaries: Except as herein specifically provided
otherwise, this contract shall inure to the benefit of and
be binding upon the parties hereto and their respective
successors. It is expressly understood and agreed that
the enforcement of the terms and conditions of this
contract, and all rights of action relating to such
enforcement, shall be strictly reserved to the County and
the named Contractor. Nothing contained in this
document shall give or allow any claim or right of action
whatsoever by any other third person. It is the express
intention of the County and Contractor that any such
person or entity, other than the County or the Contractor,
receiving services or benefits under this contract shall be
deemed an incidental beneficiary only.
Indemnity and Insurance
Indemnification: Contractor agrees to protect, defend,
indemnify and hold the County, its officers, employees
and agents free and harmless from and against any and
all losses, penalties, damages, settlements, costs,
charges, professional fees or other expenses or liabilities
of every kind and character arising out of or relating to
any and all claims, liens, demands, obligations, actions,
proceedings, or causes of action of every kind in
connection with or arising out of this agreement and/or
the performance hereof that are due, in whole or in part,
to the negligence of the Contractor, its officers,
employees, subcontractors or agents. Without limiting
the generality of the foregoing, the Contractor also
agrees to indemnify and hold harmless the County and
any of their officers, agents and employees, from any
claims of third parties arising out of or any act or omission
of the Contractor in connection with the performance of
this contract. Contractor further agrees to investigate,
handle, respond to, provide defense for, and defend the
same at its sole expense and agrees to bear all other
costs and expenses related thereto.
Insurance: During the term of the contract, the
Contractor at its sole cost and expense shall provide
commercial insurance of such type and with such terms
and limits as may be reasonably associated with the
contract. At a minimum, the Contractor shall procure and
maintain the following coverage and limits with insurers
rated A-VII or better by A.M. Best, or as otherwise
authorized by the Union County Risk Manager.:
(a)Worker’s Compensation - The contractor shall
provide and maintain Worker’s Compensation
Insurance as required by the laws of North Carolina,
as well as employer’s liability coverage, with
minimum limits of $500,000 Each Accident,
$500,000 Disease-Each Employee, and $500,000
Disease – Policy Limit, covering all of Contractor’s
employees who are engaged in any work under the
contract. If any work is sublet, the Contractor shall
require the subcontractor to provide the same
coverage for any of his employees engaged in any
work under the contract.
(b)Commercial General Liability – General Liability
Coverage on a Comprehensive Broad Form covering
all operations involved in this Agreement:
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations
Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury
Limit
(Defense cost shall be in excess of the limit of
liability.)
275
Contract #9838
MasterWord Services, Inc.
(General Terms and Conditions- rev 06-07-2015 Page 2 of 5
(c)Professional Liability – $1,000,000 Per
occurrence. Contractor shall provide evidence of
continuation or renewal of Professional Liability
Insurance for a period of two (2) years following
termination of the Agreement.
(d)The insurance coverage minimums specified in
subparagraph (a), (b), and (c) are exclusive of
defense costs.
(e)The Contractor understands and agrees that the
insurance coverage minimums specified in
subparagraph (a), (b), and (c) are not limits, or caps,
on the Contractor’s liability or obligations under this
contract.
(f)The Contractor may obtain a waiver of any one or
more of the requirements in subparagraph (a), (b),
and (c) by demonstrating that it has insurance that
provides protection that is equal to or greater than
the coverage and limits specified in subparagraph
(a), (b), and (c). The County Risk Manager shall be
the sole judge of whether such a waiver should be
granted.
(g)The Contractor may obtain a waiver of any one or
more of the requirements in subparagraph (a), (b),
and (c) by demonstrating that it is self-insured and
that its self-insurance provides protection that is
equal to or greater than the coverage and limits
specified in subparagraph (a), (b), and (c). The
County Risk Manager shall be the sole judge of
whether such a waiver should be granted.
(h)Providing and maintaining the types and amounts of
insurance or self-insurance specified in this
paragraph is a material obligation of the Contractor
and is of the essence of this contract.
(i)The Contractor shall only obtain insurance from
companies that are authorized to provide such
coverage and that are authorized by the
Commissioner of Insurance to do business in the
State of North Carolina. All such insurance shall
meet all laws of the State of North Carolina.
(j)The Contractor shall comply at all times with all lawful
terms and conditions of its insurance policies and all
lawful requirements of its insurer.
(k)The Contractor shall require its subcontractors to
comply with the requirements of this paragraph.
(l)Before commencement of any work or event,
Contractor shall provide a certificate of insurance in
satisfactory form as evidence of the insurances
required above.
(m)The Contractor’s General Liability policy shall be
endorsed, specifically or generally, to include the
following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND
EMPLOYEES ARE INCLUDED AS ADDITIONAL
INSURED WITH RESPECT TO THE GENERAL
LIABILITY INSURANCE POLICY.
Policy endorsement for Additional Insured Status
shall be provided to Certificate Holder within sixty
(60)days of inception of contract.
(n)Contractor shall have no right of recovery or
subrogation against Union County (Including its
officers, agents and employees).
(o) It is the intention of the parties that the insurance
policies afforded by Contractor shall protect both
parties and be primary and non-contributory
coverage for any and all losses covered by the
above-described insurance.
(p)Union County shall have no liability with respect to
Contractor’s personal property whether insured or
not insured. Any deductible or self-insured retention
is the sole responsibility of Contractor.
(q)Notwithstanding the notification requirements of the
Insurer, Contractor hereby agrees to notify Union
County’s Risk Manager at 500 North Main Street,
Monroe, NC 28112, within two (2) days of the
cancellation or substantive change of any insurance
policy set out herein. Union County, in its sole
discretion, may deem failure to provide such notice
as a breach of this Agreement.
(r)Insurance procured by Contractor shall not reduce
nor limit Contractor’s contractual obligation to
indemnify, save harmless and defend Union County
for claims made or suits brought which result from or
are in connection with the performance of this
Agreement.
(s)Certificate Holder shall be listed as follows:
Union County
Attn.: Risk Manager
500 North Main Street, Suite #130
Monroe, NC 28112
(t)If Contractor is authorized to assign or subcontract
any of its rights or duties hereunder and in fact does
so, Contractor shall ensure that the assignee or
subcontractor satisfies all requirements of this
Agreement, including, but not limited to,
maintenance of the required insurance coverage and
provision of certificate(s) of insurance and additional
insured endorsement(s), in proper form prior to
commencement of services.
(v)The Certificate of Insurance should note in the
Description of Operations the following:
Department: CHSA
Contract: 9838
Transportation of Clients by Contractor: The
contractor will maintain Insurance requirements if
required as noted under Article 7 Rule R2-36 of the North
Carolina Utilities Commission.
Default and Termination
Termination Without Cause: The County may
terminate this contract without cause by giving 30 days
written notice to the Contractor.
Termination for Cause: If, through any cause, the
Contractor shall fail to fulfill its obligations under this
contract in a timely and proper manner, the County shall
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have the right to terminate this contract by giving written
notice to the Contractor and specifying the effective date
thereof. In that event, all finished or unfinished
deliverable items prepared by the Contractor under this
contract shall, at the option of the County, become its
property and the Contractor shall be entitled to receive
just and equitable compensation for any satisfactory
work completed on such materials, minus any payment
or compensation previously made. Notwithstanding the
foregoing provision, the Contractor shall not be relieved
of liability to the County for damages sustained by the
County by virtue of the Contractor’s breach of this
agreement, and the County may withhold any payment
due the Contractor for the purpose of setoff until such
time as the exact amount of damages due the County
from such breach can be determined. In case of default
by the Contractor, without limiting any other remedies for
breach available to it, the County may procure the
contract services from other sources and hold the
Contractor responsible for any excess cost occasioned
thereby. The filing of a petition for bankruptcy by the
Contractor shall be an act of default under this contract.
Waiver of Default: Waiver by the County of any default
or breach in compliance with the terms of this contract by
the Provider shall not be deemed a waiver of any
subsequent default or breach and shall not be construed
to be modification of the terms of this contract unless
stated to be such in writing, signed by an authorized
representative of the County and the Contractor and
attached to the contract.
Availability of Funds: The parties to this contract agree
and understand that the payment of the sums specified
in this contract is dependent and contingent upon and
subject to the appropriation, allocation, and availability of
funds for this purpose to the County. All payments shall
be conditioned upon appropriation by the Union County
Board of Commissioners of sufficient funds for each
request for services.
Force Majeure: Neither party shall be deemed to be in
default of its obligations hereunder if and so long as it is
prevented from performing such obligations by any act of
war, hostile foreign action, nuclear explosion, riot, strikes,
civil insurrection, earthquake, hurricane, tornado, or
other catastrophic natural event or act of God.
Survival of Promises: All promises, requirements,
terms, conditions, provisions, representations,
guarantees, and warranties contained herein shall
survive the contract expiration or termination date unless
specifically provided otherwise herein, or unless
superseded by applicable Federal or State statutes of
limitation.
Intellectual Property Rights
Copyrights and Ownership of Deliverables: All
deliverable items produced pursuant to this contract are
the exclusive property of the County. The Contractor
shall not assert a claim of copyright or other property
interest in such deliverables.
Federal Intellectual Property Bankruptcy Protection
Act: The Parties agree that the County shall be entitled
to all rights and benefits of the Federal Intellectual
Property Bankruptcy Protection Act, Public Law 100-506,
codified at 11 U.S.C. 365 (n) and any amendments
thereto.
Compliance with Applicable Laws
Compliance with Laws: The Contractor shall comply
with all laws, ordinances, codes, rules, regulations, and
licensing requirements that are applicable to the conduct
of its business, including those of federal, state, and local
agencies having jurisdiction and/or authority.
Title VI, Civil Rights Compliance: In accordance with
Federal law and U.S. Department of Agriculture (USDA)
and U.S. Department of Health and Human Services
(HHS) policy, this institution is prohibited from
discriminating on the basis of race, color, national origin,
sex, age or disability. Under the Food Stamp Act and
USDA policy, discrimination is prohibited also on the
basis of religion or political beliefs.
Equal Employment Opportunity: The Contractor shall
comply with all federal and State laws relating to equal
employment opportunity.
Health Insurance Portability and Accountability Act
(HIPAA): The Contractor agrees that, if the County
determines that some or all of the activities within the
scope of this contract are subject to the Health Insurance
Portability and Accountability Act of 1996, P.L. 104-91,
as amended (“HIPAA”), or its implementing regulations,
it will comply with the HIPAA requirements and will
execute such agreements and practices as the County
may require to ensure compliance.
(a)Data Security: The Contractor shall adopt and
apply data security standards and procedures
that comply with all applicable federal, state, and
local laws, regulations, and rules.
(b)Duty to Report: The Contractor shall report a
suspected or confirmed security breach to the
local Department of Social Services/Human
Services Contract Administrator within twenty-
four (24) hours after the breach is first
discovered, provided that the Contractor shall
report a breach involving Social Security
Administration data or Internal Revenue Service
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data within one (1) hour after the breach is first
discovered.
(c)Cost Borne by Contractor: If any applicable
federal, state, or local law, regulation, or rule
requires the Contractor to give written notice of a
security breach to affected persons, the
Contractor shall bear the cost of the notice.
Trafficking Victims Protection Act of 2000: The
Contractor will comply with the requirements of Section
106(g) of the Trafficking Victims Protection Act of 2000,
as amended (22 U.S.C. 7104).
Executive Order # 24: It is unlawful for any vendor,
contractor, subcontractor or supplier of the state to make
gifts or to give favors to any state employee. For
additional information regarding the specific
requirements and exemptions, contractors are
encouraged to review Executive Order 24 and G.S. Sec.
133-32.
Confidentiality
Confidentiality: Any information, data, instruments,
documents, studies or reports given to or prepared or
assembled by the Contractor under this agreement shall
be kept as confidential and not divulged or made
available to any individual or organization without the
prior written approval of the County. The Contractor
acknowledges that in receiving, storing, processing or
otherwise dealing with any confidential information it will
safeguard and not further disclose the information except
as otherwise provided in this contract.
Oversight
Access to Persons and Records: The State Auditor
shall have access to persons and records as a result of
all contracts or grants entered into by State agencies or
political subdivisions in accordance with General Statute
147-64.7. Additionally, as the State funding authority, the
Department of Health and Human Services shall have
access to persons and records as a result of all contracts
or grants entered into by State agencies or political
subdivisions. All Contractor’s records related to this
contract shall be open to inspection and copying by the
County. Contractor shall provide such records to the
County within fifteen (15) days of the County’s request to
inspect and/or copy.
Record Retention: Records shall not be destroyed,
purged or disposed of without the express written
consent of the County. State basic records retention
policy requires all grant records to be retained for a
minimum of five years or until all audit exceptions have
been resolved, whichever is longer. If the contract is
subject to federal policy and regulations, record retention
may be longer than five years since records must be
retained for a period of three years following submission
of the final Federal Financial Status Report, if applicable,
or three years following the submission of a revised final
Federal Financial Status Report. Also, if any litigation,
claim, negotiation, audit, disallowance action, or other
action involving this Contract has been started before
expiration of the five-year retention period described
above, the records must be retained until completion of
the action and resolution of all issues which arise from it,
or until the end of the regular five-year period described
above, whichever is later. Records for Temporary
Assistance for Needy Families (TANF) and Medicaid and
Medical Assistance grants and programs must be
retained for a minimum of ten years.
Warranties and Certifications
Date and Time Warranty: The Contractor warrants that
the product(s) and service(s) furnished pursuant to this
contract (“product” includes, without limitation, any piece
of equipment, hardware, firmware, middleware, custom
or commercial software, or internal components,
subroutines, and interfaces therein) that perform any
date and/or time data recognition function, calculation, or
sequencing will support a four digit year format and will
provide accurate date/time data and leap year
calculations. This warranty shall survive the termination
or expiration of this contract.
Certification Regarding Collection of Taxes: G.S.
143-59.1 bars the Secretary of Administration from
entering into contracts with vendors that meet one of the
conditions of G.S. 105-164.8(b) and yet refuse to collect
use taxes on sales of tangible personal property to
purchasers in North Carolina. The conditions include:
(a)maintenance of a retail establishment or office;
(b)presence of representatives in the State that solicit
sales or transact business on behalf of the vendor; and
(c)systematic exploitation of the market by media-
assisted, media-facilitated, or media-solicited means.
The Contractor certifies that it and all of its affiliates (if
any) collect all required taxes.
E-Verify
Pursuant to G.S. 143-48.5 and G.S. 147-33.95(g), the
undersigned hereby certifies that the Contractor named
below, and the Contractor’s subcontractors, complies
with the requirements of Article 2 of Chapter 64 of the NC
General Statutes, including the requirement for each
employer with more than 25 employees in North Carolina
to verify the work authorization of its employees through
the federal E-Verify system. E-Verify System Link:
www.uscis.gov
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Miscellaneous
Choice of Law: The validity of this contract and any of
its terms or provisions, as well as the rights and duties of
the parties to this contract, are governed by the laws of
North Carolina. The Contractor, by signing this contract,
agrees and submits, solely for matters concerning this
Contract, to the exclusive jurisdiction of the courts of
North Carolina and agrees, solely for such purpose, that
the exclusive venue for any legal proceedings shall be
the county is which the contract originated. The place of
this contract and all transactions and agreements relating
to it, and their situs and forum, shall be the county where
the contract originated, where all matters, whether
sounding in contract or tort, relating to the validity,
construction, interpretation, and enforcement shall be
determined.
Amendment: This contract may not be amended orally
or by performance. Any amendment must be made in
written form and executed by duly authorized
representatives of the County and the Contractor.
Severability: In the event that a court of competent
jurisdiction holds that a provision or requirement of this
contract violates any applicable law, each such provision
or requirement shall continue to be enforced to the extent
it is not in violation of law or is not otherwise
unenforceable and all other provisions and requirements
of this contract shall remain in full force and effect.
Headings: The Section and Paragraph headings in
these General Terms and Conditions are not material
parts of the agreement and should not be used to
construe the meaning thereof.
Time of the Essence: Time is of the essence in the
performance of this contract.
Key Personnel: The Contractor shall not replace any of
the key personnel assigned to the performance of this
contract without the prior written approval of the County.
The term “key personnel” includes any and all persons
identified as such in the contract documents and any
other persons subsequently identified as key personnel
by the written agreement of the parties.
Care of Property: The Contractor agrees that it shall be
responsible for the proper custody and care of any
property furnished to it for use in connection with the
performance of this contract and will reimburse the
County for loss of, or damage to, such property. At the
termination of this contract, the Contractor shall contact
the County for instructions as to the disposition of such
property and shall comply with these instructions.
Travel Expenses: Reimbursement to the Contractor for
travel mileage, meals, lodging and other travel expenses
incurred in the performance of this contract shall not
exceed the rates established in County policy.
Sales/Use Tax Refunds: If eligible, the Contractor and
all subcontractors shall: (a) ask the North Carolina
Department of Revenue for a refund of all sales and use
taxes paid by them in the performance of this contract,
pursuant to G.S. 105-164.14; and (b) exclude all
refundable sales and use taxes from all reportable
expenditures before the expenses are entered in their
reimbursement reports.
Advertising: The Contractor shall not use the award of
this contract as a part of any news release or commercial
advertising.
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Attachment C
FEDERAL CERTIFICATIONS
The undersigned states that:
1. He or she is the duly authorized representative of the Contractor named below;
2. He or she is authorized to make, and does hereby make, the following certifications on behalf of the Contractor, as set
out herein:
a. The Certification Regarding Nondiscrimination;
b. The Certification Regarding Drug-Free Workplace Requirements;
c. The Certification Regarding Environmental Tobacco Smoke;
d. The Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered
Transactions; and
e. The Certification Regarding Lobbying;
3. He or she has completed the Certification Regarding Drug-Free Workplace Requirements by providing the addresses
at which the contract work will be performed;
4. [Check the applicable statement]
[ ] He or she has completed the attached Disclosure Of Lobbying Activities because the Contractor has made,
or has an agreement to make, a payment to a lobbying entity for influencing or attempting to influence an officer
or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with a covered Federal action;
OR
[ ] He or she has not completed the attached Disclosure Of Lobbying Activities because the Contractor has not
made, and has no agreement to make, any payment to any lobbying entity for influencing or attempting to
influence any officer or employee of any agency, any Member of Congress, any officer or employee of Congress,
or any employee of a Member of Congress in connection with a covered Federal action.
5. The Contractor shall require its subcontractors, if any, to make the same certifications and disclosure.
________________________________________________________________________________________________
Signature Title
MasterWord Services, Inc.___________________________________________________________________________
Contractor Name Date
[This Certification Must be Signed by the Same Individual Who Signed the Proposal Execution Page]
I. Certification Regarding Nondiscrimination
The Contractor certifies that it will comply with all Federal statutes relating to nondiscrimination. These include but are
not limited to: (a) Title VI of the Civil Rights Act of 1964 (P.L. 88-352) which prohibits discrimination on the basis of race,
color or national origin; (b) Title IX of the Education Amendments of 1972, as amended (20 U.S.C. §§1681-1683, and
1685-1686), which prohibits discrimination on the basis of sex; (c) Section 504 of the Rehabilitation Act of 1973, as
amended (29 U.S.C. §794), which prohibits discrimination on the basis of handicaps; (d) the Age Discrimination Act of
1975, as amended (42 U.S.C. §§6101-6107), which prohibits discrimination on the basis of age; (e) the Drug Abuse Office
and Treatment Act of 1972 (P.L. 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; (f) the
Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-616), as
amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (g) Title VIII of the Civil Rights Act of
1968 (42 U.S.C. §§3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; (h)
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the Food Stamp Act and USDA policy, which prohibit discrimination on the basis of religion and political beliefs; and (i)
the requirements of any other nondiscrimination statutes which may apply to this Agreement.
II. Certification Regarding Drug-Free Workplace Requirements
1. The Contractor certifies that it will provide a drug-free workplace by:
a. Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or
use of a controlled substance is prohibited in the Contractor’s workplace and specifying the actions that will be
taken against employees for violation of such prohibition;
b. Establishing a drug-free awareness program to inform employees about:
i. The dangers of drug abuse in the workplace;
ii. The Contractor’s policy of maintaining a drug-free workplace;
iii. Any available drug counseling, rehabilitation, and employee assistance programs; and
iv. The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace;
c. Making it a requirement that each employee be engaged in the performance of the agreement be given a copy of
the statement required by paragraph (a);
d. Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the
agreement, the employee will:
i. Abide by the terms of the statement; and
ii. Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later
than five days after such conviction;
e. Notifying the Department within ten days after receiving notice under subparagraph (d)(ii) from an employee or
otherwise receiving actual notice of such conviction;
f. Taking one of the following actions, within 30 days of receiving notice under subparagraph (d)(ii), with respect to
any employee who is so convicted:
i. Taking appropriate personnel action against such an employee, up to and including
termination; or
ii. Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program
approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate
agency; and
g. Making a good faith effort to continue to maintain a drug-free workplace through implementation of paragraphs
(a), (b), (c), (d), (e), and (f).
2. The sites for the performance of work done in connection with the specific agreement are listed below (list all sites;
add additional pages if necessary):
_____________________________________________________________________________________________________________________
3. Contractor will inform the Department of any additional sites for performance of work under this agreement.
4. False certification or violation of the certification may be grounds for suspension of payment, suspension or
termination of grants, or government-wide Federal suspension or debarment. 45 C.F.R. 82.510.
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III. Certification Regarding Environmental Tobacco Smoke
Public Law 103-227, Part C-Environmental Tobacco Smoke, also known as the Pro-Children Act of 1994 (Act), requires
that smoking not be permitted in any portion of any indoor facility owned or leased or contracted for by an entity and used
routinely or regularly for the provision of health, day care, education, or library services to children under the age of 18, if
the services are funded by Federal programs either directly or through State or local governments, by Federal grant,
contract, loan, or loan guarantee. The law does not apply to children's services provided in private residences, facilities
funded solely by Medicare or Medicaid funds, and portions of facilities used for inpatient drug or alcohol treatment. Failure
to comply with the provisions of the law may result in the imposition of a civil monetary penalty of up to $1,000.00 per day
and/or the imposition of an administrative compliance order on the responsible entity.
The Contractor certifies that it will comply with the requirements of the Act. The Contractor further agrees that it will
require the language of this certification be included in any subawards that contain provisions for children's services and
that all subgrantees shall certify accordingly.
IV. Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier
Covered Transactions
Instructions
[The phrase "prospective lower tier participant" means the Contractor.]
1. By signing and submitting this document, the prospective lower tier participant is providing the certification set out
below.
2. The certification in this clause is a material representation of the fact upon which reliance was placed when this
transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an
erroneous certification, in addition to other remedies available to the Federal Government, the department or agency
with which this transaction originate may pursue available remedies, including suspension and/or debarment.
3. The prospective lower tier participant will provide immediate written notice to the person to whom this proposal is
submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted
or has become erroneous by reason of changed circumstances.
4. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant,"
"person," "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have
the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549, 45 CFR
Part 76. You may contact the person to whom this proposal is submitted for assistance in obtaining a copy of those
regulations.
5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered
transaction be entered into, it shall not knowingly enter any lower tier covered transaction with a person who is
debarred, suspended, determined ineligible or voluntarily excluded from participation in this covered transaction
unless authorized by the department or agency with which this transaction originated.
6. The prospective lower tier participant further agrees by submitting this document that it will include the clause titled
"Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--Lower Tier Covered
Transaction," without modification, in all lower tier covered transactions and in all solicitations for lower tier covered
transactions.
7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered
transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from covered transaction, unless it
knows that the certification is erroneous. A participant may decide the method and frequency by which it determines
the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List.
8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to
render in good faith the certification required by this clause. The knowledge and information of a participant is not
required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.
9. Except for transactions authorized in paragraph 5 of these instructions, if a participant in a covered transaction
knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or
voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal
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Government, the department or agency with which this transaction originated may pursue available remedies,
including suspension, and/or debarment.
Certification
1. The prospective lower tier participant certifies, by submission of this document, that neither it nor its principals is
presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation
in this transaction by any Federal department or agency.
2. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such
prospective participant shall attach an explanation to this proposal.
V. Certification Regarding Lobbying
The Contractor certifies, to the best of his or her knowledge and belief, that:
1. No Federal appropriated funds have been paid or will be paid by or on behalf of the undersigned, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal
contract, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative
agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this Federally funded contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form SF-LLL, "Disclosure of Lobbying
Activities," in accordance with its instructions.
3. The undersigned shall require that the language of this certification be included in the award document for subawards
at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) who
receive federal funds of $100,000.00 or more and that all subrecipients shall certify and disclose accordingly.
4. This certification is a material representation of fact upon which reliance was placed when this transaction was made
or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by
Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil
penalty of not less than $10,000.00 and not more than $100,000.00 for each such failure.
VI. Disclosure Of Lobbying Activities
Instructions
This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the
initiation or receipt of a covered Federal action, or a material change to a previous filing, pursuant to title 31 U.S.C. section
1352. The filing of a form is required for each payment or agreement to make payment to any lobbying entity for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with a covered Federal action. Use the
SF-LLL-A Continuation Sheet for additional information if the space on the form is inadequate. Complete all items that
apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of
Management and Budget for additional information.
Identify the type of covered Federal action for which lobbying activity is and/or has been secured to influence the outcome
of a covered Federal action.
1. Identify the status of the covered Federal action.
2. Identify the appropriate classification of this report. If this is a follow-up report caused by a material change to the
information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last
previously submitted report by this reporting entity for this covered Federal action.
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3. Enter the full name, address, city, state and zip code of the reporting entity. Include Congressional District, if known.
Check the appropriate classification of the reporting entity that designates if it is, or expects to be, a prime or sub-
award recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the 1st tier. Subawards
include but are not limited to subcontracts, subgrants and contract awards under grants.
4. If the organization filing the report in Item 4 checks "Subawardee", then enter the full name, address, city, state and
zip code of the prime Federal recipient. Include Congressional District, if known.
5. Enter the name of the Federal agency making the award or loan commitment. Include at least one organizational
level below agency name, if known. For example, Department of Transportation, United States Coast Guard.
6. Enter the Federal program name or description for the covered Federal action (Item 1). If known, enter the full
Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, loans, and loan
commitments.
7. Enter the most appropriate Federal Identifying number available for the Federal action identified in Item 1 (e.g.,
Request for Proposal (RFP) number, Invitation for Bid (IFB) number, grant announcement number, the contract grant,
or loan award number, the application/proposal control number assigned by the Federal agency). Include prefixes,
e.g., "RFP-DE-90-001."
8. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the
Federal amount of the award/loan commitment for the prime entity identified in Item 4 or 5.
9. (a) Enter the full name, address, city, state and zip code of the lobbying entity engaged by the reporting entity
identified in Item 4 to influence the covered Federal action.
(b) Enter the full names of the individual(s) performing services, and include full address if different from 10(a). Enter Last
Name, First Name and Middle Initial (MI).
10. Enter the amount of compensation paid or reasonably expected to be paid by the reporting entity (Item 4) to the
lobbying entity (Item 10). Indicate whether the payment has been made (actual) or will be made (planned). Check all
boxes that apply. If this is a material change report, enter the cumulative amount of payment made or planned to be
made.
11. Check the appropriate boxes. Check all boxes that apply. If payment is made through an in-kind contribution, specify
the nature and value of the in-kind payment.
12. Check the appropriate boxes. Check all boxes that apply. If other, specify nature.
13. Provide a specific and detailed description of the services that the lobbyist has performed, or will be expected to
perform, and the date(s) of any services rendered. Include all preparatory and related activity, not just time spent in
actual contact with Federal officials. Identify the Federal official(s) or employee(s) contacted or the officer(s),
employee(s), or Member(s) of Congress that were contacted.
14. Check whether or not a SF-LLL-A Continuation Sheet(s) is attached.
15. The certifying official shall sign and date the form, print his/her name, title, and telephone number.
Public reporting burden for this collection of information is estimated to average 30 minutes per response, including
time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and
completing and reviewing the collection of information. Send comments regarding the burden estimate or any other
aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and
Budget, Paperwork Reduction Project (0348-0046), Washington, D. C. 20503
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Disclosure Of Lobbying Activities
(Approved by OMB 0344-0046)
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352
1. Type of Federal Action:
a. contract
b. grant
c. cooperative agreement
d. loan
e. loan guarantee
f. loan insurance
2. Status of Federal Action:
a. Bid/offer/application
b. Initial Award
c. Post-Award
3. Report Type:
a. initial filing
b. material change
For Material Change Only:
Year___________ Quarter____________
Date Of Last Report:_________________
4. Name and Address of Reporting Entity:
Prime
Subawardee Tier (if known) ________________________
Congressional District (if known) _________________________
5. If Reporting Entity in No. 4 is Subawardee, Enter Name
and Address of Prime:
Congressional District (if known) ________________________
6. Federal Department/Agency:
7. Federal Program Name/Description:
CFDA Number (if applicable) ________________________
8. Federal Action Number (if known)
9. Award Amount (if known) $
10. a. Name and Address of Lobbying Entity
(if individual, last name, first name, MI):
(attach Continuation Sheet(s) SF-LLL-A, if necessary)
b. Individuals Performing Services (including address if
different from No. 10a.) (last name, first name, MI):
(attach Continuation Sheet(s) SF-LLL-A, if necessary)
11. Amount of Payment (check all that apply):
$ actual planned
13. Type of Payment (check all that apply):
a. retainer
b. one-time fee
c. commission
d. contingent fee
e. deferred
f. other; specify: _____________________________
12. Form of Payment (check all that apply):
a. cash
b. In-kind; specify: Nature
Value
14. Brief Description of Services Performed or to be Performed and Date(s) of Services, including officer(s), employee(s), or
Member(s) contacted, for Payment Indicated in Item 11(attach Continuation Sheet(s) SF-LLL-A, if necessary):
15. Continuation Sheet(s) SF-LLL-A attached: Yes No
16. Information requested through this form is authorized by
title 31 U. S. C. section 1352. This disclosure of lobbying
activities is a material representation of fact upon which
reliance was placed by the tier above when this transaction
was made or entered into. This disclosure is required
pursuant to 31 U. S. C. 1352. This information will be
reported to the Congress semi-annually and will be
available for public inspection. Any person who fails to file
the required disclosure shall be subject to a civil penalty of
not less than $10,000 and not more than $100,000 for each
such failure.
Signature:
Print Name:
Title: ______________________________________________
Telephone No: Date:
Federal Use Only Authorized for Local Reproduction
Standard Form - LLL
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NCDHHS COI1015 (Rev. 4/11)
ATTACHMENT D
CONFLICT OF INTEREST ACKNOWLEDGEMENT AND POLICY
State of _________________________________
County __________________________________
I, ________________________________________, Notary Public for said County and State, certify that
____________________________________ personally appeared before me this day and acknowledged
that he/she is ______________________________ of MasterWord Services, Inc. and by that authority
duly given and as the act of the Organization, affirmed that the foregoing Conflict of Interest Policy was
adopted by the Board of Directors/Trustees or other governing body in a meeting held on the ____ day of
___________, _______.
Sworn to and subscribed before me this _________ day of ______________________, ____.
___________________________________
(Official Seal) Notary Public
My Commission expires ______________________________, 20 ___
INSTRUCTIONS FOR ORGANIZATION:
Sign and attach the following pages after adopted by the Board of Directors/Trustees or other
governing body OR replace the following with the current adopted conflict of interest policy.
MasterWord Services, Inc_______________________
Name of Organization
___________________________________________
Signature of Organization Official
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NCDHHS COI1015 (Rev. 4/11)
Conflict of Interest Policy Example
The Board of Directors/Trustees or other governing persons, officers, employees or agents are to avoid
any conflict of interest, even the appearance of a conflict of interest. The Organization‘s Board of
Directors/Trustees or other governing body, officers, staff and agents are obligated to always act in the
best interest of the organization. This obligation requires that any Board member or other governing
person, officer, employee or agent, in the performance of Organization duties, seek only the furtherance
of the Organization mission. At all times, Board members or other governing persons, officers, employees
or agents, are prohibited from using their job title, the Organization's name or property, for private profit or
benefit.
A. The Board members or other governing persons, officers, employees, or agents of the Organization
should neither solicit nor accept gratuities, favors, or anything of monetary value from current or potential
contractors/vendors, persons receiving benefits from the Organization or persons who may benefit from
the actions of any Board member or other governing person, officer, employee or agent. This is not
intended to preclude bona-fide Organization fund raising-activities.
B. A Board or other governing body member may, with the approval of Board or other governing body,
receive honoraria for lectures and other such activities while not acting in any official capacity for the
Organization. Officers may, with the approval of the Board or other governing body, receive honoraria for
lectures and other such activities while on personal days, compensatory time, annual leave, or leave
without pay. Employees may, with the prior written approval of their supervisor, receive honoraria for
lectures and other such activities while on personal days, compensatory time, annual leave, or leave
without pay. If a Board or other governing body member, officer, employee or agent is acting in any
official capacity, honoraria received in connection with activities relating to the Organization are to be paid
to the Organization.
C. No Board member or other governing person, officer, employee, or agent of the Organization shall
participate in the selection, award, or administration of a purchase or contract with a vendor where, to his
knowledge, any of the following has a financial interest in that purchase or contract:
1. The Board member or other governing person, officer, employee, or agent;
2. Any member of their family by whole or half blood, step or personal relationship or relative-in-law;
3. An organization in which any of the above is an officer, director, or employee;
4. A person or organization with whom any of the above individuals is negotiating or has any
arrangement concerning prospective employment or contracts.
D. Duty to Disclosure -- Any conflict of interest, potential conflict of interest, or the appearance of a
conflict of interest is to be reported to the Board or other governing body or one’s supervisor immediately.
E. Board Action -- When a conflict of interest is relevant to a matter requiring action by the Board of
Directors/Trustees or other governing body, the Board member or other governing person, officer,
employee, or agent (person(s)) must disclose the existence of the conflict of interest and be given the
opportunity to disclose all material facts to the Board and members of committees with governing board
delegated powers considering the possible conflict of interest. After disclosure of all material facts, and
after any discussion with the person, he/she shall leave the governing board or committee meeting while
the determination of a conflict of interest is discussed and voted upon. The remaining board or committee
members shall decide if a conflict of interest exists.
In addition, the person(s) shall not participate in the final deliberation or decision regarding the matter
under consideration and shall leave the meeting during the discussion of and vote of the Board of
Directors/Trustees or other governing body.
F. Violations of the Conflicts of Interest Policy -- If the Board of Directors/Trustees or other governing
body has reasonable cause to believe a member, officer, employee or agent has failed to disclose actual
or possible conflicts of interest, it shall inform the person of the basis for such belief and afford the person
an opportunity to explain the alleged failure to disclose. If, after hearing the person's response and after
making further investigation as warranted by the circumstances, the Board of Directors/Trustees or other
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governing body determines the member, officer, employee or agent has failed to disclose an actual or
possible conflict of interest, it shall take appropriate disciplinary and corrective action.
G. Record of Conflict -- The minutes of the governing board and all committees with board delegated
powers shall contain:
1. The names of the persons who disclosed or otherwise were found to have an actual or possible
conflict of interest, the nature of the conflict of interest, any action taken to determine whether a
conflict of interest was present, and the governing board's or committee's decision as to whether
a conflict of interest in fact existed.
2. The names of the persons who were present for discussions and votes relating to the transaction
or arrangement that presents a possible conflict of interest, the content of the discussion,
including any alternatives to the transaction or arrangement, and a record of any votes taken in
connection with the proceedings.
.
Approved by:
_______________________________________
Name of Organization
_______________________________________
Signature of Organization Official
_______________________________________
Date
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ATTACHMENT E – No Overdue Tax Debts
Page 1 of 1
MS&NCD Form 0008
Eff. July 1, 2005
Revised July 18, 2006, 7/07, 8/09, 9/11
Instructions: Grantee/Contractor should complete this certification for all state funds received. Entity should
enter appropriate data in the yellow highlighted areas. The completed and signed form should be
provided to the County Department of Social Services/Human Services
Note: If you have a contract that extends more than one state fiscal year, you will need to obtain an updated certification for
each year of the contract.
Entity’s Letterhead
[Date of Certification (mmddyyyy)]
To: State Agency Head and Chief Fiscal Officer
Certification:
We certify that MasterWord Services, Inc. does not have any overdue tax debts, as defined by
N.C.G.S. 105-243.1, at the federal, State, or local level. We further understand that any person who
makes a false statement in violation of N.C.G.S. 143C-6-23(c) is guilty of a criminal offense punishable
as provided by N.C.G.S.) 143C-10-1b.
Sworn Statement:
[Name of Board Chair] and [Name of Second Authorizing Official] being duly sworn, say that we are
the Board Chair and [Title of the Second Authorizing Official], respectively, of [insert name of
organization] of [City] in the State of [Name of State]; and that the foregoing certification is true,
accurate and complete to the best of our knowledge and was made and subscribed by us. We also
acknowledge and understand that any misuse of State funds will be reported to the appropriate
authorities for further action.
______________________________
Board Chair
______________________________
[Title of Second Authorizing Official]
Sworn to and subscribed before me on the day of the date of said certification.
_______________________________ My Commission Expires: __________
(Notary Signature and Seal)
If there are any questions, please contact the state agency that provided your grant. If needed, you may contact the North
Carolina Office of State Budget and Management:
NCGrants@osbm.nc.gov-(919)807-4795
____________________
1 G.S. 105-243.1 defines: Overdue tax debt. – Any part of a tax debt that remains unpaid 90 days or more after
the notice of final assessment was mailed to the taxpayer. The term does not include a tax debt, however, if the
taxpayer entered into an installment agreement for the tax debt under G.S. 105-237 within 90 days after the
notice of final assessment was mailed and has not failed to make any payments due under the installment
agreement.”
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ATTACHMENT I
UNION COUNTY CONSOLIDATED HUMAN SERVICES AGENCY HIPAA BUSINESS ASSOCIATE
ADDENDUM
This Agreement is made effective the _____ day of _______________, 20___, by and between
UNION COUNTY (“Covered Entity”) and MASTERWORD SERVICES, INC. (“Business Associate”)
(collectively the “Parties”).
1. BACKGROUND
(a) Covered Entity and Business Associate are parties to a contract for language
interpretation and translation services dated ___________________, 20__ (the
“Contract”), whereby Business Associate agrees to perform certain services for or on
behalf of Covered Entity.
(b) The Union County Consolidated Human Services Agency is an organizational unit of
Covered Entity as a health care component for purposes of the HIPAA Privacy and
Security Rules.
(c) The relationship between Covered Entity and Business Associate is such that the
Parties believe Business Associate is or may be a “business associate” within the
meaning of the HIPAA Privacy and Security Rules.
(d) The Parties enter into this Business Associate Addendum to the Contract with the
intention of complying with the HIPAA Privacy and Security Rules provision that a
covered entity may disclose electronic protected health information or other protected
health information to a business associate, and may allow a business associate to
create or receive electronic protected heath information or other protected health
information on its behalf, if the covered entity obtains satisfactory assurances that the
business associate will appropriately safeguard the information.
2. DEFINITIONS
Unless some other meaning is clearly indicated by the context, the following terms shall have
the following meaning in this Agreement:
(a) “Breach” means the acquisition, access, use, or disclosure of PHI in a manner not
permitted by 45 CFR 164 Subpart E which compromises the security or privacy of the
PHI.
(b) “Electronic Protected Health Information” shall have the same meaning as the term
“electronic protected health information” in 45 CFR 160.103, limited to the information
created or received by Business Associate from or on behalf of Covered Entity.
(c) “HIPAA” means the Administrative Simplification Provisions, Sections 261 through 264,
of the federal Health Insurance Portability and Accountability Act of 1996, Public Law
104-191.
(d) “HITECH Act” means the “Health Information Technology for Economic and Clinical
Health (“HITECH”) Act, Title XIII of Division A of the American Recovery and
Reinvestment Act of 2009 (P.L. 111-5).
(e) “Individual” shall have the same meaning as the term “individual” in 45 CFR160.103
and shall include a person who qualifies as a personal representative in accordance
with 45 CFR 164.502(g).
(f) “Privacy and Security Rules” shall mean the Standards for Privacy of Individually
Identifiable Health Information and the Security Standards for the Protection of
Electronic Protected Health Information set out in 45 CFR part 160 and part 164.
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(g) “Protected Health Information” shall have the same meaning as the term “protected
health information” in 45 CFR 160.103, limited to the information created or received by
Business Associate from or on behalf of Covered Entity.
(h) “Required By Law” shall have the same meaning as the term “required by law” in 45
CFR 164.103.
(i) “Secretary” shall mean the Secretary of the United States Department of Health and
Human Services or his designee.
(j) “Security Incident” shall have the same meaning as the term “security incident” in 45
CFR 164.304.
(k) “Unsecured Protected Health Information” shall have the same meaning as the term as
the term “unsecured protected health information” in 45 CFR 164.402.
(l) Unless otherwise defined in this Agreement, terms used herein shall have the same
meaning as those terms have in the Privacy and Security Rules.
3. OBLIGATIONS OF BUSINESS ASSOCIATE
(a) Business Associate agrees to not use or disclose Electronic Protected Health
Information or other Protected Health Information other than as permitted or required
by this Agreement or as Required by Law.
(b) Business Associate agrees to use appropriate safeguards to prevent use or disclosure
of the Electronic Protected Health Information and other Protected Health Information
that it creates, receives, maintains, or transmits on behalf of Covered Entity, other than
as provided for by this Agreement, as required by the Privacy and Security Rules.
Business Associate shall review and modify its security measures and safeguards to
continue provision of reasonable and appropriate protection of Electronic Protected
Health Information, and update documentation of such security measures.
(c) Business Associate agrees to mitigate, to the extent practicable, any harmful effect that
is known to Business Associate of a use or disclosure of Electronic Protected Health
Information or other Protected Health Information by Business Associate in violation of
the requirements of this Agreement.
(d) Business Associate agrees to report to Covered Entity (i) any use or disclosure of
Electronic Protected Health Information or other Protected Health Information not
provided for by this Agreement of which it becomes aware and (ii) any Security Incident
or Breach of which it becomes aware.
(e) Business Associate agrees to ensure that any agent, including a subcontractor, to
whom it provides Electronic Protected Health Information and/or other Protected Health
Information received from, or created, received or transmitted by Business Associate
on behalf of Covered Entity, agrees to the same restrictions and conditions that apply
through this Agreement to Business Associate with respect to such information.
(f) Business Associate agrees to provide access, at the request of Covered Entity, to
Electronic Protected Health Information and other Protected Health Information in a
Designated Record Set to Covered Entity or, as directed by Covered Entity, to an
Individual in order to meet the requirements under 45 CFR 164.524.
(g) Business Associate agrees, at the request of the Covered Entity, to make any
amendment(s) to Electronic Protected Health Information and other Protected Health
Information in a Designated Record Set that the Covered Entity directs or agrees to
pursuant to 45 CFR 164.526.
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(h) Unless otherwise prohibited by law, Business Associate agrees to make internal
practices, books, and records, including policies and procedures concerning Electronic
Protected Health Information and other Protected Health Information, relating to the
use and disclosure of Electronic Protected Health Information and other Protected
Health Information received from, or created or received by Business Associate on
behalf of, Covered Entity available to the Covered Entity, or to the Union County
Consolidated Human Services Agency, in a time and manner designated by the
Secretary, for purposes of the Secretary determining Covered Entity's compliance with
the Privacy and Security Rules.
(i) Business Associate agrees to document such disclosures of Electronic Protected
Health Information and other Protected Health Information related to such disclosures
as would be required for Covered Entity to respond to a request by an individual for an
accounting of disclosures of Electronic Protected Health Information and other
Protected Health Information by Business Associate or its agents, including
subcontractors, in accordance with 45 CFR 164.528 and Section 13405(c)(3) of the
HITECH Act, and to provide this information to Covered Entity or an individual to permit
such a response.
(j) Business Associate will, pursuant to the HITECH Act and its implementing regulations,
comply with all additional requirements of the Privacy and Security Rules as applicable
to Business Associate, including specifically, but not limited to, the requirements of 45
CFR 164.308, 164.310, 164.312, and 164.316.
(k) Following the discovery of a breach of security for unsecured Protected Health
Information subject to this Agreement, Business Associate shall notify Covered Entity
of the breach pursuant to 45 CFR 164.410 and Section 13402 of the HITECH Act, and
shall include in the notification the information required by those provisions. Business
Associate shall cooperate fully with and provide any information requested by Covered
Entity in the Covered Entity’s breach analysis procedures, including risk assessment.
A breach shall be treated as discovered by Business Associate as of the first day on
which such breach is known, or reasonably should have been known, to Business
Associate to have occurred. Business Associate shall provide notification to Covered
Entity without unreasonable delay, and in no event less than 30 calendar days after
discovery of a breach by Business Associate.
(l) Business Associate will, pursuant to the HITECH Act and its implementing regulations,
comply with all additional applicable requirements of the Privacy Rule, including those
contained in 45 CFR 164.502(e) and 164.504(e)(1)(ii), at such time as the
requirements are applicable to Business Associate.
(m) Business Associate shall not directly or indirectly receive remuneration in exchange for
any protected health information except as specifically authorized by the Contract and
by the HITECH Act Section 13405(d) and its implementing regulations.
(n) Business Associate shall not engage in any communications within the definition of
“marketing” in the HITECH Act except as authorized by the Contract and by the
HITECH Act and its implementing regulations.
4. PERMITTED USES AND DISCLOSURES
(a) Except as otherwise limited in this Agreement or by other applicable law or agreement,
if the Contract permits, Business Associate may use or disclose Electronic Protected
Health Information and other Protected Health Information to perform functions,
activities, or services for, or on behalf of, Covered Entity as specified in the Contract,
provided that such use or disclosure:
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(1) would not violate the Privacy and Security Rules if done by Covered Entity; or
(2) would not violate the minimum necessary policies and procedures of the
Covered Entity.
(b) Business Associate may use and disclose Protected Health Information subject to this
Agreement only if such use or disclosure is in compliance with each applicable
requirement of 45 CFR 164.504(e) pursuant to the HITECH Act.
(c) Except as otherwise limited in this Agreement or by other applicable law or
agreements, if the Contract permits, Business Associate may use Electronic Protected
Health Information and other Protected Health Information as necessary for the proper
management and administration of the Business Associate or to carry out the legal
responsibilities of the Business Associate.
(d) Except as otherwise limited in this Agreement or by other applicable law or
agreements, if the Contract permits, Business Associate may disclose Electronic
Protected Health Information and other Protected Health Information for the proper
management and administration of the Business Associate, provided that:
(1) disclosures are Required By Law; or
(2) Business Associate obtains reasonable assurances from the person to whom
the information is disclosed that it will remain confidential and will be used or
further disclosed only as Required By Law or for the purpose for which it was
disclosed to the person, and the person notifies the Business Associate of any
instances of which it is aware in which the confidentiality of the information has
been breached.
(e) Except as otherwise limited in this Agreement or by other applicable law or
agreements, if the Contract permits, Business Associate may use Electronic Protected
Health Information and other Protected Health Information to provide data aggregation
services to Covered Entity as permitted by 45 CFR 164.504(e)(2)(i)(B).
(f) When using or disclosing PHI or when requesting PHI from a covered entity or other
business associate, Business Associate must make reasonable efforts to limit PHI to
the minimum necessary to accomplish the intended purpose of the use, disclosure, or
request.
(g) Notwithstanding the foregoing provisions, Business Associate may not use or disclose
Electronic Protected Health Information or other Protected Health Information if the use
or disclosure would violate any term of the Contract or other applicable law or
agreements.
5. TERM AND TERMINATION
(a) Term. This Agreement shall be effective as of the effective date stated above and shall
terminate when the Contract terminates.
(b) Termination for Cause. Upon Covered Entity's knowledge of a material breach by
Business Associate, Covered Entity may, at its option:
(3) Provide an opportunity for Business Associate to cure the breach or end the
violation, and terminate this Agreement and services provided by Business
Associate, to the extent permissible by law, if Business Associate does not cure
the breach or end the violation within the time specified by Covered Entity;
(4) Immediately terminate this Agreement and services provided by Business
Associate, to the extent permissible by law; or
(5) If neither termination nor cure is feasible, report the violation to the Secretary as
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provided in the Privacy and Security Rules.
(c) Effect of Termination.
(1) Except as provided in paragraph (2) of this section or in the Contract or by other
applicable law or agreements, upon termination of this Agreement and services
provided by Business Associate, for any reason, Business Associate shall
return or destroy all Electronic Protected Health Information and other
Protected Health Information received from Covered Entity, or created or
received by Business Associate on behalf of Covered Entity. This provision
shall apply to Electronic Protected Health Information and other Protected
Health Information that is in the possession of subcontractors or agents of
Business Associate. Business Associate shall retain no copies of the Electronic
Protected Health Information or other Protected Health Information.
(2) In the event that Business Associate determines that returning or destroying the
Electronic Protected Health Information or other Protected Health Information is
not feasible, Business Associate shall provide to Covered Entity notification of
the conditions that make return or destruction not feasible. Business Associate
shall extend the protections of this Agreement to such Electronic Protected
Health Information and other Protected Health Information and limit further uses
and disclosures of such Electronic Protected Health Information and other
Protected Health Information to those purposes that make the return or
destruction infeasible, for so long as Business Associate maintains such
Electronic Protected Health Information and other Protected Health Information.
6. GENERAL TERMS AND CONDITIONS
(a) This Agreement amends and is part of the Contract.
(b) Except as provided in this Agreement, all terms and conditions of the Contract shall
remain in force and shall apply to this Agreement as if set forth fully herein.
(c) In the event of a conflict in terms between this Agreement and the Contract, the
interpretation that is in accordance with the Privacy and Security Rules shall prevail. In
the event that a conflict then remains, the Contract terms shall prevail so long as they
are in accordance with the Privacy and Security Rules.
(d) A breach of this Agreement by Business Associate shall be considered sufficient basis
for Covered Entity to terminate the Contract for cause.
SIGNATURES:
MASTERWORD SERVICES, INC.:
___________________________________________ _________________
(Signature) (Date)
___________________________________________
(Printed Name & Title)
UNION COUNTY:
___________________________________________ _________________
Brian W. Matthews, County Manager (Date)
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Transportation Certification (06-2015) Page 1 of 1
ATTACHMENT J
CERTIFICATION REGARDING TRANSPORTATION
Union County Consolidated Human Services Agency
By execution of this Agreement the Contractor certifies that it will provide safe client transportation by:
1.Insuring that all drivers (including employees, contractors, contractor’s employees, andvolunteers) shall be at least 18 years of age;
2.Insuring that all drivers (including employees, contractors, contractor’s employees, andvolunteers) shall be licensed to operate the specific vehicle used in transporting clients inaccordance with Chapter 20-7 of the General Statutes of North Carolina and the Divisionof Motor Vehicle requirements;
3.Insuring that all vehicles transporting clients shall have at least the minimum level ofliability insurance appropriate for the type of vehicle as defined by Article 7, Rule R2-36of the North Carolina Utilities Commission;
4.Insuring that the contractor shall have written policies and procedures regarding howdrivers handle and report client emergencies and/or vehicle crashes involving clients tocontractor and how contractor notifies the Union County Department of Social Services;
5.Insuring that no more than one quarter of one percent of all trips be missed by thecontractor during the course of the contract period; (Medicaid only)
6.Insuring that that no more than five percent (5%) of trips should be late for recipient dropoff to their appointment per month; (Medicaid only)
7.Contractor will maintain records documenting the following (County may requirecontractor to provide):a.Valid current copies of Drivers License for all drivers;b.Current valid Vehicle Registration, for all vehicles transporting clients;c.Driving records for all drivers for the past three years and with annual updates;d.Criminal Background checks through North Carolina Law Enforcement or NCIC priorto employment and every three years thereafter;e.Alcohol and Drug Testing policy to meet the Federal Transit Authority guidelines.
8.Disclosing, at the outset of the contract, upon renewal and upon request, any criminalconvictions or other reasons for disqualifications from participation in Medicare,Medicaid or Title XX programs (signature on this form confirms this statement).
_________________________________ __________________________________
Signature Title
MasterWord Services, Inc.___________ __________________________________
Agency/Organization Date
(Certification signature should be same as Contract signature.)
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Revised 06-2015
ATTACHMENT K
What is a Private Non Profit Agency?
Answer: A private non profit is an organization that is incorporated under State law and whose purpose is
not to make a profit, but rather to further a charitable, civic, religious, scientific, or other lawful purpose.
The Secretary of State's office grants corporate status to organizations in North Carolina.
What is a 501(c)(3) designation?
Answer: When the agency becomes a state private non profit corporation, it can then apply for 501(c)(3)
designation through the IRS. Once the IRS grants 501(c)(3) status, the organization is exempt from
certain taxes and any donations to the charitable organization are tax deductible. Many individuals and
organizations prefer to make donations to 501(c)(3) private non profits.
Who can obtain a 501(c)(3) designation?
Answer: Any organization or group can apply for 501(c)(3) status, provided their charter or mission
focuses on the non profit’s objective.
Another option is to apply for a 509(a)(1) status which falls under the 501(c)(3) umbrella. Being a
509(a)(1) designates an organization as a tax-free public charity that receives most of its support from a
governmental unit or from the general public. Becoming a 509(a)(1) provides public recognition of tax-
exempt status, advance assurance to donors of deductibility of contributions, exemption from certain
State and federal taxes, and non profit mailing privileges. Organizations that typically qualify are
churches, educational institutions, hospitals, and governmental units.
How does a Private Non Profit obtain Tax Exempt Status?
EO Web Site [ www.irs.gov/eo]
IRS TE/GE Customer Service
You may direct technical and procedural questions concerning charities and other nonprofit organizations,
including questions about your tax-exempt status and tax liability, to the IRS Tax Exempt and
Government Entities Customer Account Services at (877) 829-5500 (toll-free number).
If you prefer to write, you may write at:
Internal Revenue Service
Exempt Organizations Determinations
P.O. Box 2508
Cincinnati, OH 45201
You may also contact the Taxpayer Advocate Service, an independent organization within the IRS that
helps taxpayers resolve problems with the IRS and recommends changes that will prevent problems.
A private non profit must apply to the IRS for tax exempt status. To qualify, applicants must complete and
submit to the IRS Form 1023. Once federal tax exempt status is granted, the private non profit applies for
State tax exempt status by completing Form CD-435 and submitting it to the N. C. Department of
Revenue.
What must a County Department of Social Services/Human Services do?
Answer: Verify the Tax Exempt Letter. Check date for expiration and check if current address of agency
is reflected.
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ATTACHMENT M - CONTRACTOR’S TAX ID NUMBER
Contractor’s Tax ID Number is 76-0393601
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Contractor Certifications Required by North Carolina Law (Rev. 8/2016) Page 1 of 2
ATTACHMENT N
State Certifications
Contractor Certifications Required by North Carolina Law
Instructions: The person who signs this document should read the text of the statutes and Executive Order listed below and consult
with counsel and other knowledgeable persons before signing. The text of each North Carolina General Statutes and of the Executive
Order can be found online at:
• Article 2 of Chapter 64: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/PDF/ByArticle/Chapter_64/Article_2.pdf
• G.S. 133-32: http://www.ncga.state.nc.us/gascripts/statutes/statutelookup.pl?statute=133-32
• Executive Order No. 24 (Perdue, Gov., Oct. 1, 2009): http://www.ethicscommission.nc.gov/library/pdfs/Laws/EO24.pdf
• G.S. 105-164.8(b): http://www.ncga.state.nc.us/EnactedLegislation/Statutes/PDF/BySection/Chapter_105/GS_105-164.8.pdf
• G.S. 143-48.5: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/HTML/BySection/Chapter_143/GS_143-48.5.html
• G.S. 143-59.1: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/PDF/BySection/Chapter_143/GS_143-59.1.pdf
• G.S. 143-59.2: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/PDF/BySection/Chapter_143/GS_143-59.2.pdf
• G.S. 143-133.3: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/HTML/BySection/Chapter_143/GS_143-133.3.html
• G.S. 143B-139.6C: http://www.ncga.state.nc.us/EnactedLegislation/Statutes/PDF/BySection/Chapter_143B/GS_143B-
139.6C.pdf
Certifications
(1) Pursuant to G.S. 133-32 and Executive Order
No. 24 (Perdue, Gov., Oct. 1, 2009), the
undersigned hereby certifies that the Contractor
named below is in compliance with, and has not
violated, the provisions of either said statute or
Executive Order.
(2) Pursuant to G.S. 143-48.5 and G.S. 143-133.3, the
undersigned hereby certifies that the Contractor
named below, and the Contractor’s subcontractors,
complies with the requirements of Article 2 of
Chapter 64 of the NC General Statutes, including
the requirement for each employer with more than
25 employees in North Carolina to verify the work
authorization of its employees through the federal
E-Verify system." E-Verify System Link:
www.uscis.gov
(3) Pursuant to G.S. 143-59.1(b), the undersigned
hereby certifies that the Contractor named below is
not an “ineligible Contractor” as set forth in G.S.
143-59.1(a) because:
(a) Neither the Contractor nor any of its affiliates
has refused to collect the use tax levied under
Article 5 of Chapter 105 of the General Statutes
on its sales delivered to North Carolina when
the sales met one or more of the conditions of
G.S. 105-164.8(b); and
(b) [check one of the following boxes]
☐ Neither the Contractor nor any of its
affiliates has incorporated or reincorporated
in a “tax haven country” as set forth in G.S.
143-59.1(c)(2) after December 31, 2001; or
☐ The Contractor or one of its affiliates has
incorporated or reincorporated in a “tax
haven country” as set forth in G.S. 143-
59.1(c)(2) after December 31, 2001 but the
United States is not the principal market for
the public trading of the stock of the
corporation incorporated in the tax haven
country.
(4) Pursuant to G.S. 143-59.2(b), the undersigned
hereby certifies that none of the Contractor’s
officers, directors, or owners (if the Contractor is an
unincorporated business entity) has been convicted
of any violation of Chapter 78A of the General
Statutes or the Securities Act of 1933 or the
Securities Exchange Act of 1934 within 10 years
immediately prior to the date of the bid solicitation.
(5) Pursuant to G.S. 143B-139.6C, the undersigned
hereby certifies that the Contractor will not use a
former employee, as defined by G.S. 143B-
139.6C(d)(2), of the North Carolina Department of
Health and Human Services in the administration of
a contract with the Department in violation of G.S.
143B-139.6C and that a violation of that statute
shall void the Agreement.
(6) The undersigned hereby certifies further that:
(a) He or she is a duly authorized representative of
the Contractor named below;
(b) He or she is authorized to make, and does
hereby make, the foregoing certifications on
behalf of the Contractor; and
(c) He or she understands that any person who
knowingly submits a false certification in
response to the requirements of G.S. 143-
59.1and -59.2 shall be guilty of a Class I felony.
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Contractor’s Name: MasterWord Services, Inc.
Contractor’s
Authorized Agent: Signature Date
Printed Name Title
Witness: Signature Date
Printed Name Title
The witness should be present when the Contractor’s Authorized Agent signs this certification and should sign
and date this document immediately thereafter.
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Contract #9838
MasterWord Services, Inc.
(Federal Certification-Non-Discrimination, Clean Air, Clean Water) (01/2018)Page 1 of 3
ATTACHMENT O
Union County Consolidated Human Services Agency
CERTIFICATION REGARDING NONDISCRIMINATION, CLEAN AIR ACT,
CLEAN WATER ACT
Certification Regarding Nondiscrimination
The Contractor certifies that it will comply with all Federal statutes relating to nondiscrimination.
These include but are not limited to: (a) Title VI of the Civil Rights Act of 1964 (P.L. 88-352) which
prohibits discrimination on the basis of race, color or national origin; (b) Title IX of the Education
Amendments of 1972, as amended (20 U.S.C. §§1681-1683, and 1685-1686), which prohibits
discrimination on the basis of sex; (c) Section 504 of the Rehabilitation Act of 1973, as amended
(29 U.S.C. §794), which prohibits discrimination on the basis of handicaps; (d) the Age
Discrimination Act of 1975, as amended (42 U.S.C. §§6101-6107), which prohibits discrimination
on the basis of age; (e) the Drug Abuse Office and Treatment Act of 1972 (P.L. 92-255), as
amended, relating to nondiscrimination on the basis of drug abuse; (f) the Comprehensive
Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-
616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (g)
Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), as amended, relating to
nondiscrimination in the sale, rental or financing of housing; (h) the Food Stamp Act and USDA
policy, which prohibit discrimination on the basis of religion and political beliefs; and (i) the
requirements of any other nondiscrimination statutes which may apply to this Agreement.
The Contractor must comply with Executive Order 11246, entitled “Equal Employment
Opportunity,” as amended by Executive Order 11375, and as supplemented by the Department of
Labor Regulations (41 CFR Part 60): The Executive Order prohibits federal contractors and
federally-assisted construction contractors and subcontractors who do over $10,000 in
Government business in one year from discriminating in employment decisions on the basis of
race, color, religion, sex, or national origin. The Executive Order also requires Government
contractors to take affirmative action to ensure that equal opportunity is provided in all aspects of
their employment.
Meaningful Access for LEP Individuals: The Contractor that participate in the SNAP must take
reasonable steps to ensure that LEP persons have meaningful access to programs, services, and
benefits. This includes the requirement to provide bilingual program information and certification
materials and interpretation services to single language minorities in certain project areas. SNAP
Contractors that do not provide meaningful access for LEP individuals risk violating prohibitions
against discrimination based on National Origin in the Food and Nutrition Act of 2008, as
amended, Title VI of the Civil Rights Act of 1964 (Title VI) and SNAP program regulations at 7
CFR 272A(b). They also risk noncompliance with the USDA policy guidance titled, "Guidance to
Federal Financial Assistance Recipients Regarding Title VI Prohibition Against National Origin
Discrimination Affecting Limited English Proficient Persons", published in 79 FR 70771 - 70784
(November 28, 2014).
The Contractor should develop an implementing plan to address the language assistance needs
of the LEP population served. This may include contracting for oral interpretation services, hiring
bilingual staff, arranging telephone interpreters and/or language lines, coordinating community
volunteers, translating vital documents, and providing written notice that language services are
available in appropriate languages. Quality and accuracy of the language service is critical in
order to avoid serious consequences to the LEP person and to the recipient. LEP needs should
be considered in developing budgets and front line staff should understand how to obtain
language assistance services. For additional assistance and information regarding LEP matters,
please also visit http://www.lep.gov.
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(Federal Certification-Non-Discrimination, Clean Air, Clean Water) (01/2018) Page 2 of 3
Ensuring Equal Opportunity Access for Persons with Disabilities: The Contractor must also
ensure equal opportunity access for persons with disabilities. This includes ensuring that
communications with applicants, participants, members of the public, and companions with
disabilities are as effective as communications with people without disabilities. Contractors that
do not provide persons with disabilities equal opportunity access to programs may risk violating
prohibitions against disability discrimination in the Rehabilitation Act of 1978, the American with
Disabilities Act (ADA) of 1990, as amended, and SNAP program regulations.
DOJ published revised final regulations implementing Title II and Title III of the ADA on
September 15, 2010. These regulations are codified at 28 CFR Part 35 "Nondiscrimination on
the Basis of Disability in State and Local Government Services" and at 28 CFR Part 36
"Nondiscrimination on the Basis of Disability in Public Accommodations and Commercial
Facilities". In accordance with the implementing regulations, Contractors must provide auxiliary
aids and services where necessary to ensure effective communication and equal opportunity
access to program benefits for individuals with disabilities. The type of auxiliary aids and services
required will vary, but a Contractor may not require an individual with a disability to bring another
individual to interpret, and may rely on a person accompanying a disabled individual only in
limited circumstances. When a Contractor communicates with applicants and beneficiaries by
telephone, it must provide text telephone services (ITY) or have access to an equally effective
electronic telecommunications system to communicate with individuals who are deaf, hard of
hearing, or hearing impaired. Contractors must also ensure that interested persons, including
persons with impaired vision or hearing, can obtain information as to the existence and location of
accessible services, activities, and facilities. For more information, please visit the ADA website:
http://www.ada.gov.
IV. The Clean Air Act, Section 306; 42 U.S.C. §7401 et seq. (1970)
a.No Federal agency may enter into any contract with any person who is convicted of any
offense under section 113(c) for the procurement of goods, materials, and services to
perform such contract at any facility at which the violation which gave rise to such
conviction occurred if such facility is owned, leased, or supervised by such person. The
prohibition in the preceding sentence shall continue until the Administrator certifies that
the condition giving rise to such a conviction has been corrected. For convictions arising
under section 113(c)(2), the condition giving rise to the conviction also shall be
considered to include any substantive violation of this Act associated with the violation of
113(c)(2). The Administrator may extend this prohibition to other facilities owned or
operated by the convicted person.
b.The Administrator shall establish procedures to provide all Federal agencies with the
notification necessary for the purposes of subsection (a).
c.In order to implement the purposes and policy of this Act to protect and enhance the
quality of the Nation's air, the President shall, not more than 180 days after enactment of
the Clean Air Amendments of 1970 cause to be issued an order (1) requiring each
Federal agency authorized to enter into contracts and each Federal agency which is
empowered to extend Federal assistance by way of grant, loan, or contract to effectuate
the purpose and policy of this Act in such contracting or assistance activities, and (2)
setting forth procedures, sanctions, penalties, and such other provisions, as the President
determines necessary to carry out such requirement.
d.The President may exempt any contract, loan, or grant from all or part of the provisions of
this section where he determines such exemption is necessary in the paramount interest
of the United States and he shall notify the Congress of such exemption.
e.The President shall annually report to the Congress on measures taken toward
implementing the purpose and intent of this section, including but not limited to the
progress and problems associated with implementation of this section. [42 U.S.C. 7606]
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(Federal Certification-Non-Discrimination, Clean Air, Clean Water) (01/2018) Page 3 of 3
V.The Clean Water Act; 33 U.S.C. §1251 et seq. (1972)
a.No Federal agency may enter into any contract with any person who has been convicted
of any offense under Section 309(c) of this Act for the procurement of goods, materials,
and services if such contract is to be performed at any facility at which the violation which
gave rise to such conviction occurred, and if such facility is owned, leased, or supervised
by such person. The prohibition in preceding sentence shall continue until the
Administrator certifies that the condition giving rise to such conviction has been
corrected.
b.The Administrator shall establish procedures to provide all Federal agencies with the
notification necessary for the purposes of subsection (a) of this section.
c.In order to implement the purposes and policy of this Act to protect and enhance the
quality of the Nation’s water, the President shall, not more than 180 days after the
enactment of this Act, cause to be issued an order:
(i)requiring each Federal agency authorized to enter into contracts and each Federal
agency which is empowered to extend Federal assistance by way of grant, loan, or
contract to effectuate the purpose and policy of this Act in such contracting or assistance
activities, and
(ii)setting forth procedures, sanctions, penalties, and such other provisions, as the
President determines necessary to carry out such requirement.
d.The President may exempt any contract, loan, or grant from all or part of the provisions of
this section where he determines such exemption is necessary in the paramount interest
of the United States and he shall notify the Congress of such exemption.
e.The President shall annually report to the Congress on measures taken in compliance
with the purpose and intent of this section, including, but not limited to, the progress and
problems associated with such compliance.
f.No certification by a contractor, and no contract clause, may be required in the case of a
contract for the acquisition of commercial items in order to implement a prohibition or
requirement of this section or a prohibition or requirement issued in the implementation of
this section.
g.In paragraph (1), the term “commercial item” has the meaning given such term in section
4(12) of the Office of Federal Procurement Policy Act (41 U.S.C. 403(12)).
________________________________ _______________________________
Signature Title
MasterWord Services, Inc.__________ _______________________________
Agency/Organization Date
(Certification signature should be same as Contract signature.)
302
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-614 Agenda Date:10/6/2025
TITLE:..title
Budget Amendment - Environmental Health
INFORMATION CONTACT:
Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801
ACTION REQUESTED:
1) Recognize, receive, and appropriate $27,255 in additional state funding from the North Carolina
Division of Public Health for Environmental Health Division staff to address lead in water and lead-
based paint in public schools and childcare facilities and 2) adopt Special Revenue Ordinance #92A.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Lead and asbestos are well known to be hazardous to human health and particularly the health of
children, whose bodies are still developing and who are therefore uniquely vulnerable to the risks
posed by lead and asbestos. Although the use of certain materials containing lead and asbestos has
been banned in the United States, exposure to both lead and asbestos hazards can still occur in the
built environment through things like deteriorating lead-based paint, lead containing pipes, plumbing
fixtures, and solder that are used to carry drinking water, asbestos ceiling and floor tiles, asbestos
insulation, and other products and materials containing lead or asbestos. Exposure to lead and
asbestos hazards can be prevented by inspecting facilities and then restricting access to,
remediating, or abating any hazards that are identified through the inspection process.
This Agreement Addendum (AA914 - ARPA Addressing Lead in Water and Lead-Based Paint in
Public Schools and Child Care Facilities) provides funds for Union County Public Health to (1)
conduct first draw, post-remediation water lead samples at schools and childcare facilities according
to proposed administrative rules 10ANCAC 41C .1005; (2). Conduct follow-up and environmental
lead investigations for those schools and facilities where lead-based paint hazards are identified and
remain unaddressed; (3) documenting all site visits in the North Carolina Lead Surveillance System
(NC LEAD); and (4) document compliance by the schools and facilities with the inspection
requirements in 10A NCAC 41C .1004 during local health department routine visits.
FINANCIAL IMPACT:
The County will receive $27,255 in FY26 funding from the North Carolina Division of Public Health for
the Environmental Health Division of the Union County Public Health Department to address lead in
water and lead-based paint in public schools and childcare facilities. No County match is required
Union County, NC Printed on 9/26/2025Page 1 of 2
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File #:25-614 Agenda Date:10/6/2025
Union County, NC Printed on 9/26/2025Page 2 of 2
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Division of Public Health
Agreement Addendum
FY 25-26
Page 1 of 5
Health Director Signature (use blue ink or verifiable digital signature) Date
LHD to complete:
[For DPH to contact in case
follow-up information is needed.]
LHD program contact name:
Phone and email address:
Signature on this page signifies you have read and accepted all pages of this document. Template rev. Sept 2024
Union County Consolidated Human Services
Agency, Public Health Department
Environmental Health Section /
Lead and Asbestos Branch
Local Health Department Legal Name DPH Section / Branch Name
914 ARPA Addressing Lead in Water
and Lead-Based Paint in Public Schools
and Child Care Facilities
Ed Norman, (919) 218-6511
ed.norman@dhhs.nc.gov
Activity Number and Description DPH Program Contact
(name, phone number, and email)
06/01/2025 – 05/31/2026
Service Period DPH Program Signature Date
(only required for a negotiable Agreement Addendum)
07/01/2025 – 06/30/2026
Payment Period
Original Agreement Addendum
Agreement Addendum Revision #
I. Background:
Lead and asbestos are well known to be hazardous to human health and particularly the health of
children, whose bodies are still developing and who are therefore uniquely vulnerable to the risks posed
by lead and asbestos. Although the use of certain materials containing lead and asbestos has been
banned in the United States, exposure to both lead and asbestos hazards can still occur in the built
environment through things like deteriorating lead-based paint, lead-containing pipes, plumbing,
fixtures, and solder that are used to carry drinking water, asbestos ceiling and floor tiles, asbestos
insulation, and other products and materials containing lead or asbestos. Exposure to lead and asbestos
hazards can be prevented by inspecting facilities and then restricting access to, remediating, or abating
any hazards that are identified through the inspection process.
In Session Law 2021-180 Senate Bill 105, the North Carolina General Assembly appropriated
$150 million in funds from the American Rescue Plan Act of 2021 (ARPA) via the State Fiscal
Recovery Fund (SFRF), directing the Division of Public Health (DPH) to establish programs for the
detection and remediation of lead and asbestos in public school units and licensed child care facilities.
Of that amount, $32,812,500 was to be used to fund a program for lead testing and remediation in
drinking water and $117,187,500 was to be used to fund a program for inspecting and addressing (e.g.,
remediation, abatement) lead-based paint and asbestos hazards. Collectively, the two programs make up
the “Lead and Asbestos Inspection, Testing, Abatement, and Remediation in North Carolina Public
Schools and Licensed Child Care Facilities” project. As allowed by the Session Law, DPH staff in the
Environmental Health Section proposed permanent administrative rules 10A NCAC 41A .1001-.1007 to
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the Commission for Public Health to support those objectives of testing, inspection, abatement and
remediation. The permanent rules were approved by the Rules Review Commission and went into effect
April 1, 2023.
The “Lead and Asbestos Inspection, Testing, Abatement, and Remediation in North Carolina Public
Schools and Licensed Child Care Facilities” project is large, multi-faceted, and time sensitive. The goal
of the project is to conduct the testing/remediation for lead in water and inspection/remediation for lead-
based paint and asbestos at all NC public schools and licensed child care facilities. There are over 4,200
licensed child care centers, 1,250 licensed family child care homes, and 2,700 public schools across the
state that may be eligible for this funding, and project work must be completed by December 31, 2026,
as stated in the Session Law.
In order to be successful, DPH must rely on the combined effort of many internal and external partners,
including local health departments’ registered environmental health specialists. We anticipate a subset of
schools and child care facilities that are tested for lead in water or inspected for lead-based paint will
have identified hazards requiring follow-up activities by Children’s Environmental Health Unit regional
field staff. The Children’s Environmental Health Unit regional field staff could not complete this work
without the assistance of the local health departments.
II. Purpose:
The goal of the “Lead and Asbestos Inspection, Testing, Abatement, and Remediation in North Carolina
Public Schools and Licensed Child Care Facilities” project is to conduct testing and remediation for lead
in water, and inspection and remediation for lead-based paint and asbestos at all North Carolina public
schools and licensed child care facilities. For the entire project, those activities which require Local
Health Department assistance are expected to run through May 2026.
The Local Health Department supports those project goals by performing several tasks at public schools
and child care facilities that are within the local health department’s jurisdiction. These activities
include: (1) conducting first draw, post-remediation water lead samples at schools and child care
facilities according to proposed permanent administrative rules 10A NCAC 41C .1005; (2) conducting
follow-up and environmental lead investigations for those schools and facilities where lead-based paint
hazards are identified and remain unaddressed; (3) documenting all site visits in the North Carolina Lead
Surveillance System (NC LEAD)1; and (4) documenting compliance by the schools and facilities with
the inspection requirements in 10A NCAC 41C .1004 during the LHD’s routine site visits.
III. Scope of Work and Deliverables:
The Local Health Department (LHD) shall:
1. Conduct at least one site visit for every drinking water and food preparation outlet at public schools
and licensed child care facilities in the county that had a lead concentration at or above the lead
poisoning hazard level (≥10 parts per billion) in initial water test results and were subsequently
remediated. This is estimated to occur for approximately 3% of all water samples collected. Site
visits should occur within 30 days of notification that remediation has occurred. At the site visit,
“first draw” water samples must be collected according to EPA 3T’s method as mentioned in 10A
NCAC 41C .1005 and submitted to the State Laboratory of Public Health for analysis.
2. Conduct at least one site visit to public schools and child care facilities that identified lead-based
paint hazards, as mentioned in 10A NCAC 41C .1004 and which did not pursue abatement
reimbursement. The purpose of each site visit is to ensure continued inaccessibility of lead hazards.
1 NC LEAD is a module of NC EDSS, the North Carolina Electronic Disease Surveillance System.
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Each site visit should occur within 30 days of the notification that hazards were identified for which
no abatement reimbursement plans were made.
3. Be available for consultations related to water or lead-based paint hazards identified.
4. In NC LEAD, document all ARPA-related activities within 30 days of occurrence. This includes:
a. all site visits for lead in water or lead-based paint
b. all conversations with school and facility personnel, and
c. all environmental and water sample test results that have been received from post-remediation
water lead sampling.
5. In the Environmental Health Inspection Data System (EHIDS), document whether a school has
conducted its lead in water testing as required by 10A NCAC 41C .1005 on the school sanitation
grade sheet (Form EHS 1163) comment section within 30 days of each annual inspection.
6. In EHIDS, document whether a child care center has conducted its lead in water testing as required
by 18A NCAC 15A .2816 on the child care sanitation grade sheet (Form EHS 1617) within 30 days
of each semi-annual inspection.
IV. Performance Measures / Reporting Requirements:
1. Performance shall be measured with the following metrics:
a. Number and percentage of site visits (visit details, water test results, remediation effort) that
were documented in NC LEAD within 30 days of the site visit.
b. Number and percentage of site visits (visit details, documentation of inaccessibility of lead
hazards) that were documented in NC LEAD within 30 days of the site visit.
c. Completion of any incomplete documentation in NC LEAD within 30 days of notification that
there is incomplete documentation or new lead test results. (Children’s Environmental Health
Unit staff will notify the LHD of any documentation that is incomplete. The State Laboratory of
Public Health will notify the LHD of any lead test results that were submitted to them for
analysis, so those results can be entered.)
2. Reporting Requirements
a. Document each public school site visit and child care facility site visit in NC LEAD within
30 days of each visit.
b. Enter data or upload each school sanitation grade sheet (Form EHS 1163) documenting whether
the school has conducted lead in water testing as required by 10A NCAC 41C .1005 to the
Environmental Health Inspection Data System (EHIDS) within 30 days of inspection.
c. Enter data or upload each child care sanitation grade sheet (Form EHS 1617) documenting
whether the child care center has conducted lead in water testing as required by 18A NCAC 15A
.2816 to the Environmental Health Inspection Data System within 30 days of inspection.
3. Reporting Required Subcontract Information
In accordance with revised NCDHHS guidelines effective October 1, 2024, the LHD must provide
the information listed below for every subcontract receiving funding from the LHD to carry out any
or all of this Agreement Addendum’s work.
This information is not to be returned with the signed Agreement Addendum (AA) but is to be
provided to DPH when the entities are known by the LHD.
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a. Subcontracts are contracts or agreements issued by the LHD to a vendor (“Subcontractor”) or a
pass-through entity (“Subrecipient”).
1. Subcontractors are vendors hired by the LHD via a contract to provide a good or service
required by the LHD to perform or accomplish specific work outlined in the executed
AA. For example, if the LHD needed to build a data system to satisfy an AA’s reporting
requirements, the vendor hired by the LHD to build the data system would be a
Subcontractor. (However, not all Vendors are considered Subcontractors. Entities
performing general administrative services for the LHD (e.g., certified professional
accountants) are not considered Subcontractors.
2. Subrecipients of the LHD are those that receive DPH pass-through funding from the
LHD via a contract or agreement for them to carry out all or a portion of the
programmatic responsibilities outlined in the executed AA. (Subrecipients are also
referred to as Subgrantees in NCAC.)
The following information must be provided to the DPH Program Contact listed on Page 1 of this
AA for review prior to the entity being awarded a contract or agreement from the LHD:
• Organization or Individual’s Name (if an individual, include the person’s title)
• EIN or Tax ID
• Street Address or PO Box
• City, State and ZIP Code
• Contact Name
• Contact Email
• Contact Telephone
• Fiscal Year End Date (of the entity)
• State whether the entity is functioning as a pass-through entity Subcontractor or Subrecipient
of the LHD.
V. Performance Monitoring and Quality Assurance:
The Children’s Environmental Health Unit regional field staff will monitor performance during routine
onsite program reviews that will occur at least annually.
The Children’s Environmental Health Unit Raleigh-based staff will monitor performance through
monthly reviews of reports obtained by the three data systems which will capture all data related to site
visits and test results: NC LEAD, the Project vendor’s public mapper, and EHIDS.
NC LEAD and the public mapper will document all test results for a school or facility, along with
remediation efforts. Monitoring of NCLEAD and public mapper data system will occur at least monthly
to identify whether site visits, test results and remediation efforts have been entered as required.
The EHIDS will detail when lead in water hazards are mentioned. This will appear as data entered
directly into EHIDS or will appear on uploaded forms [either in the comment section on the school
sanitation grade sheet (EHS Form 1163) or when the child care sanitation grade sheet (Form EHS 1617,
item number 20) is marked to indicate that identified lead poisoning hazards were detected in
accordance with NCGS 130A-131.7(7)].
If the LHD is deemed out of compliance, the Children’s Environmental Health regional field staff will
provide technical assistance and a corrective action plan may be requested. Funds may be withheld until
the LHD is back in compliance.
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VI. Funding Guidelines or Restrictions:
1. Federal Funding Requirements: where federal grant dollars received by the Division of Public
Health (DPH) are passed through to the Local Health Department (LHD) for all or any part of this
Agreement Addendum (AA).
a. Requirements for Pass-through Entities: In compliance with 2 CFR §200.331 – Requirements for
pass-through entities, DPH provides Federal Award Reporting Supplements (FASs) to the LHD
receiving federally funded AAs.
1. Definition: A FAS discloses the required elements of a single federal award. FASs
address elements of federal funding sources only; state funding elements will not be
included in the FAS. An AA funded by more than one federal award will receive a
disclosure FAS for each federal award.
2. Frequency: An FAS will be generated as DPH receives information for federal grants.
FASs will be issued to the LHD throughout the state fiscal year. For a federally funded
AA, an FAS will accompany the original AA. If an AA is revised and if the revision
affects federal funds, the AA Revision will include an FAS. FASs can also be sent to the
LHD even if no change is needed to an AA. In those instances, the FAS will be sent to
provide newly received federal grant information for funds already allocated in the
existing AA.
b. Required Reporting Certifications: Per the revised Uniform Guidance, 2 CFR 200, if awarded
federal pass-through funds, the LHD as well as all subrecipients of the LHD must certify the
following whenever 1) applying for funds, 2) requesting payment, and 3) submitting financial
reports:
“I certify to the best of my knowledge and belief that the information provided herein is true,
complete, and accurate. I am aware that the provision of false, fictitious, or fraudulent
information, or the omission of any material fact, may subject me to criminal, civil, or
administrative consequences including, but not limited to violations of U.S. Code Title 18,
Sections 2, 1001, 1343 and Title 31, Sections 3729-3730 and 3801-3812.”
2. The ARPA Lead and Asbestos Project funds are distributed based on the attached Aid-to-Counties
Calculations Spreadsheet. The Local Health Department shall use this funding to support activities
of the lead program including the “Lead & Asbestos Remediation in School & Child Care Facilities”
ARPA-funded project.
3. Acceptable fund expenditures include, but are not limited to, sampling, shipping, analysis, travel for
sample collection, if needed, data management, staff salary and fringe support, and expenditures
associated with providing support to the ARPA-funded project.
309
Activity Nbr + Name:914
FAS Number + Reason:1
Assistance Listing Nbr + Name:21.027
Is award R&D?:no FAIN:IDC rate:n/a Fed awd total amt:150,000,000$
Fed award project description:
Fed awd date + awarding agency:05-18-21
Total federal funds Subrecipient's Federal funds from Total federal funds
Subrecipient UEI for entire Activity Subrecipient UEI grant listed above for entire Activity
Alamance F5VHYUU13NC5 Jackson X7YWWY6ZP574
Albemarle WAAVS51PNMK3 Johnston SYGAGEFDHYR7
Alexander XVEEJSNY7UX9 Jones HE3NNNUE27M7
Anson PK8UYTSNJCC3 Lee F6A8UC99JWJ5
Appalachian CD7BFHB8W539 Lenoir QKUFL37VPGH6
Beaufort RN1SXFD4LXN6 Lincoln UGGQGSSKBGJ5
Bladen TLCTJWDJH1H9 11,155$ Macon LLPJBC6N2LL3
Brunswick MJBMXLN9NJT5 Madison YQ96F8BJYTJ9
Buncombe W5TCDKMLHE69 MTW ZKK5GNRNBBY6
Burke KVJHUFURQDM5 Mecklenburg EZ15XL6BMM68
Cabarrus RXDXNEJKJFU7 11,155$ Montgomery E78ZAJM3BFL3
Caldwell HL4FGNJNGE97 11,155$ Moore HFNSK95FS7Z8
Carteret UC6WJ2MQMJS8 Nash NF58K566HQM7
Caswell JDJ7Y7CGYC86 New Hanover F7TLT2GMEJE1
Catawba GYUNA9W1NFM1 Northampton CRA2KCAL8BA4
Chatham KE57QE2GV5F1 18,148$ Onslow EGE7NBXW5JS6
Cherokee DCEGK6HA11M5 Orange GFFMCW9XDA53 19,067$ 19,067$
Clay HYKLQVNWLXK7 Pamlico FT59QFEAU344 11,155$ 11,155$
Cleveland UWMUYMPVL483 Pender T11BE678U9P5 11,155$ 11,155$
Columbus V1UAJ4L87WQ7 3,000$ Person FQ8LFJGMABJ4
Craven LTZ2U8LZQ214 13,506$ Pitt VZNPMCLFT5R6
Cumberland HALND8WJ3GW4 Polk QZ6BZPGLX4Y9
Dare ELV6JGB11QK6 Randolph T3BUM1CVS9N5 11,155$ 11,155$
Davidson C9P5MDJC7KY7 24,681$ Richmond Q63FZNTJM3M4
Davie L8WBGLHZV239 Robeson LKBEJQFLAAK5
Duplin KZN4GK5262K3 Rockingham KGCCCHJJZZ43
Durham LJ5BA6U2HLM7 Rowan GCB7UCV96NW6
Edgecombe MAN4LX44AD17 Sampson WRT9CSK1KJY5 11,155$ 11,155$
Foothills NGTEF2MQ8LL4 Scotland FNVTCUQGCHM5
Forsyth V6BGVQ67YPY5 Stanly U86MZUYPL7C5 16,412$ 16,412$
Franklin FFKTRQCNN143 Stokes W41TRA3NUNS1
Gaston QKY9R8A8D5J6 Surry FMWCTM24C9J8
Graham L8MAVKQJTYN7 Swain TAE3M92L4QR4
Granv-Vance MGQJKK22EJB3 Toe River JUA6GAUQ9UM1
Greene VCU5LD71N9U3 Transylvania YLN4BFCJCP39
Guilford YBEQWGFJPMJ3 Union LHMKBD4AGRJ5 27,255$ 27,255$
Halifax MRL8MYNJJ3Y5 Wake FTJ2WJPLWMJ3
Harnett JBDCD9V41BX7 Warren TLNAU5CNHSU5 12,655$ 12,655$
Haywood DQHZEVAV95G5 11,155$ Wayne DACFHCLQKMS1
Henderson TG5AR81JLFQ5 Wilkes M14KKHY2NNR3
Hoke C1GWSADARX51 Wilson ME2DJHMYWG55 11,155$ 11,155$
Hyde T2RSYN36NN64 Yadkin PLCDT7JFA8B1
Iredell XTNRLKJLA4S9 Yancey L98MCUHKC2J8
UEI = Unique Entity Identifier Federal Award Reporting Requirements for Pass-Through Agencies, 2 CFR § 200.331 DPH v1 05-30-24 [ag]
ARPA Addressing Lead in Water and Lead-based Paint in Schools and Child Care Facilities
This FAS is accompanying an AA+BE or an AA Revision+BE Revision.
The American Rescue Plan Act of 2021 (ARPA) directing DPH to establish programs for the detection and remediation
of lead and asbestos in public schools
U.S. Department of the Treasury
18,148$
3,000$
11,155$
11,155$
11,155$
Subrecipient's
13,506$
24,681$
Federal funds from
Coronavirus State and Local Fiscal Recovery Funds
SLFRP0129
grant listed above
11,155$
FY26 -FAS
federal award
supplement
310
DPH-Aid-To-Counties For Fiscal Year: 25/26 Budgetary Estimate Number : 0
Activity 914
Service Period
Payment Period
AA 230330
2B0SFLA
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
230330
2B0SFLT
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
Proposed
Total
New
Total
01 Alamance 0 $0.00 0 $0.00 0 0
D1 Albemarle 0 $0.00 0 $0.00 0 0
02 Alexander 0 $0.00 0 $0.00 0 0
04 Anson 0 $0.00 0 $0.00 0 0
D2 Appalachian 0 $0.00 0 $0.00 0 0
07 Beaufort 0 $0.00 0 $0.00 0 0
09 Bladen 0 $0.00 0 $0.00 0 0
10 Brunswick 0 $0.00 0 $0.00 0 0
11 Buncombe 0 $0.00 0 $0.00 0 0
12 Burke 0 $0.00 0 $0.00 0 0
13 Cabarrus 0 $0.00 0 $0.00 0 0
14 Caldwell *0 5,463 $0.00 1,530 $0.00 6,993 6,993
16 Carteret 0 $0.00 0 $0.00 0 0
17 Caswell 0 $0.00 0 $0.00 0 0
18 Catawba 0 $0.00 0 $0.00 0 0
19 Chatham 0 $0.00 0 $0.00 0 0
20 Cherokee 0 $0.00 0 $0.00 0 0
22 Clay 0 $0.00 0 $0.00 0 0
23 Cleveland 0 $0.00 0 $0.00 0 0
24 Columbus 0 $0.00 0 $0.00 0 0
25 Craven *0 1,837 $0.00 514 $0.00 2,351 2,351
26 Cumberland 0 $0.00 0 $0.00 0 0
28 Dare 0 $0.00 0 $0.00 0 0
29 Davidson *0 10,567 $0.00 2,959 $0.00 13,526 13,526
30 Davie 0 $0.00 0 $0.00 0 0
31 Duplin 0 $0.00 0 $0.00 0 0
32 Durham 0 $0.00 0 $0.00 0 0
33 Edgecombe 0 $0.00 0 $0.00 0 0
D7 Foothills 0 $0.00 0 $0.00 0 0
34 Forsyth 0 $0.00 0 $0.00 0 0
35 Franklin 0 $0.00 0 $0.00 0 0
36 Gaston 0 $0.00 0 $0.00 0 0
38 Graham 0 $0.00 0 $0.00 0 0
D3 Gran-Vance 0 $0.00 0 $0.00 0 0
40 Greene 0 $0.00 0 $0.00 0 0
41 Guilford 0 $0.00 0 $0.00 0 0
42 Halifax 0 $0.00 0 $0.00 0 0
43 Harnett 0 $0.00 0 $0.00 0 0
44 Haywood 0 $0.00 0 $0.00 0 0
45 Henderson 0 $0.00 0 $0.00 0 0
47 Hoke 0 $0.00 0 $0.00 0 0
48 Hyde 0 $0.00 0 $0.00 0 0
49 Iredell 0 $0.00 0 $0.00 0 0
50 Jackson 0 $0.00 0 $0.00 0 0
12/4/24, 4:10 PM WicGridPrint
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Docusign Envelope ID: EF4BDF25-876B-4DA4-80CD-55C274DE2A1C
311
51 Johnston 0 $0.00 0 $0.00 0 0
52 Jones 0 $0.00 0 $0.00 0 0
53 Lee 0 $0.00 0 $0.00 0 0
54 Lenoir 0 $0.00 0 $0.00 0 0
55 Lincoln 0 $0.00 0 $0.00 0 0
56 Macon 0 $0.00 0 $0.00 0 0
57 Madison 0 $0.00 0 $0.00 0 0
D4 M-T-W 0 $0.00 0 $0.00 0 0
60 Mecklenburg 0 $0.00 0 $0.00 0 0
62 Montgomery 0 $0.00 0 $0.00 0 0
63 Moore 0 $0.00 0 $0.00 0 0
64 Nash 0 $0.00 0 $0.00 0 0
65 New Hanover 0 $0.00 0 $0.00 0 0
66 Northampton 0 $0.00 0 $0.00 0 0
67 Onslow 0 $0.00 0 $0.00 0 0
68 Orange 0 $0.00 0 $0.00 0 0
69 Pamlico *0 2,344 $0.00 656 $0.00 3,000 3,000
71 Pender 0 $0.00 0 $0.00 0 0
73 Person 0 $0.00 0 $0.00 0 0
74 Pitt 0 $0.00 0 $0.00 0 0
75 Polk 0 $0.00 0 $0.00 0 0
76 Randolph 0 $0.00 0 $0.00 0 0
77 Richmond 0 $0.00 0 $0.00 0 0
78 Robeson 0 $0.00 0 $0.00 0 0
79 Rockingham 0 $0.00 0 $0.00 0 0
80 Rowan 0 $0.00 0 $0.00 0 0
82 Sampson 0 $0.00 0 $0.00 0 0
83 Scotland 0 $0.00 0 $0.00 0 0
84 Stanly *0 4,107 $0.00 1,150 $0.00 5,257 5,257
85 Stokes 0 $0.00 0 $0.00 0 0
86 Surry 0 $0.00 0 $0.00 0 0
87 Swain 0 $0.00 0 $0.00 0 0
D6 Toe River 0 $0.00 0 $0.00 0 0
88 Transylvania 0 $0.00 0 $0.00 0 0
90 Union *0 12,578 $0.00 3,522 $0.00 16,100 16,100
92 Wake 0 $0.00 0 $0.00 0 0
93 Warren *0 1,172 $0.00 328 $0.00 1,500 1,500
96 Wayne 0 $0.00 0 $0.00 0 0
97 Wilkes 0 $0.00 0 $0.00 0 0
98 Wilson 0 $0.00 0 $0.00 0 0
99 Yadkin 0 $0.00 0 $0.00 0 0
00 Yancey 0 $0.00 0 $0.00 0 0
Totals 38,068 0 10,659 0 48,727 48,727
Sign and Date - DPH Program Administrator Sign and Date - DPH Section Chief
Sign and Date - DPH Budget Office – ATC Coordinator Sign and Date - DPH Budget Officer
12/4/24, 4:10 PM WicGridPrint
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Docusign Envelope ID: EF4BDF25-876B-4DA4-80CD-55C274DE2A1C
12/04/24 | 5:55 PM EST 12/04/24 | 7:28 PM EST
12/4/2024
12/05/24
12/05/2024
312
DPH-Aid-To-Counties For Fiscal Year: 25/26 Budgetary Estimate Number : 1
Activity 914
Service Period
Payment Period
AA 230330
2B0SFLA
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
230330
2B0SFLT
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
Proposed
Total
New
Total
01 Alamance 0 $0.00 0 $0.00 0 0
D1 Albemarle 0 $0.00 0 $0.00 0 0
02 Alexander 0 $0.00 0 $0.00 0 0
04 Anson 0 $0.00 0 $0.00 0 0
D2 Appalachian 0 $0.00 0 $0.00 0 0
07 Beaufort 0 $0.00 0 $0.00 0 0
09 Bladen *0 9,708 $0.00 2,718 $0.00 12,426 12,426
10 Brunswick 0 $0.00 0 $0.00 0 0
11 Buncombe 0 $0.00 0 $0.00 0 0
12 Burke 0 $0.00 0 $0.00 0 0
13 Cabarrus *0 9,708 $0.00 2,718 $0.00 12,426 12,426
14 Caldwell *0 9,708 $5,463.00 2,718 $1,530.00 12,426 19,419
16 Carteret 0 $0.00 0 $0.00 0 0
17 Caswell 0 $0.00 0 $0.00 0 0
18 Catawba 0 $0.00 0 $0.00 0 0
19 Chatham *0 9,708 $0.00 2,718 $0.00 12,426 12,426
20 Cherokee 0 $0.00 0 $0.00 0 0
22 Clay 0 $0.00 0 $0.00 0 0
23 Cleveland 0 $0.00 0 $0.00 0 0
24 Columbus 0 $0.00 0 $0.00 0 0
25 Craven *0 9,708 $1,837.00 2,718 $514.00 12,426 14,777
26 Cumberland 0 $0.00 0 $0.00 0 0
28 Dare 0 $0.00 0 $0.00 0 0
29 Davidson *0 9,708 $10,567.00 2,718 $2,959.00 12,426 25,952
30 Davie 0 $0.00 0 $0.00 0 0
31 Duplin 0 $0.00 0 $0.00 0 0
32 Durham 0 $0.00 0 $0.00 0 0
33 Edgecombe 0 $0.00 0 $0.00 0 0
D7 Foothills 0 $0.00 0 $0.00 0 0
34 Forsyth 0 $0.00 0 $0.00 0 0
35 Franklin 0 $0.00 0 $0.00 0 0
36 Gaston 0 $0.00 0 $0.00 0 0
38 Graham 0 $0.00 0 $0.00 0 0
D3 Gran-Vance 0 $0.00 0 $0.00 0 0
40 Greene 0 $0.00 0 $0.00 0 0
41 Guilford 0 $0.00 0 $0.00 0 0
42 Halifax 0 $0.00 0 $0.00 0 0
43 Harnett 0 $0.00 0 $0.00 0 0
44 Haywood *0 9,708 $0.00 2,718 $0.00 12,426 12,426
45 Henderson 0 $0.00 0 $0.00 0 0
47 Hoke 0 $0.00 0 $0.00 0 0
48 Hyde 0 $0.00 0 $0.00 0 0
49 Iredell 0 $0.00 0 $0.00 0 0
50 Jackson 0 $0.00 0 $0.00 0 0
12/30/24, 11:45 AM WicGridPrint
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Docusign Envelope ID: 5B6C37B2-F865-4436-9B1A-B546A88FEF28
313
51 Johnston 0 $0.00 0 $0.00 0 0
52 Jones 0 $0.00 0 $0.00 0 0
53 Lee 0 $0.00 0 $0.00 0 0
54 Lenoir 0 $0.00 0 $0.00 0 0
55 Lincoln 0 $0.00 0 $0.00 0 0
56 Macon 0 $0.00 0 $0.00 0 0
57 Madison 0 $0.00 0 $0.00 0 0
D4 M-T-W 0 $0.00 0 $0.00 0 0
60 Mecklenburg 0 $0.00 0 $0.00 0 0
62 Montgomery 0 $0.00 0 $0.00 0 0
63 Moore 0 $0.00 0 $0.00 0 0
64 Nash 0 $0.00 0 $0.00 0 0
65 New Hanover 0 $0.00 0 $0.00 0 0
66 Northampton 0 $0.00 0 $0.00 0 0
67 Onslow 0 $0.00 0 $0.00 0 0
68 Orange 0 $0.00 0 $0.00 0 0
69 Pamlico *0 9,708 $2,344.00 2,718 $656.00 12,426 15,426
71 Pender *0 9,708 $0.00 2,718 $0.00 12,426 12,426
73 Person 0 $0.00 0 $0.00 0 0
74 Pitt 0 $0.00 0 $0.00 0 0
75 Polk 0 $0.00 0 $0.00 0 0
76 Randolph *0 9,708 $0.00 2,718 $0.00 12,426 12,426
77 Richmond 0 $0.00 0 $0.00 0 0
78 Robeson 0 $0.00 0 $0.00 0 0
79 Rockingham 0 $0.00 0 $0.00 0 0
80 Rowan 0 $0.00 0 $0.00 0 0
82 Sampson *0 9,708 $0.00 2,718 $0.00 12,426 12,426
83 Scotland 0 $0.00 0 $0.00 0 0
84 Stanly *0 9,708 $4,107.00 2,718 $1,150.00 12,426 17,683
85 Stokes 0 $0.00 0 $0.00 0 0
86 Surry 0 $0.00 0 $0.00 0 0
87 Swain 0 $0.00 0 $0.00 0 0
D6 Toe River 0 $0.00 0 $0.00 0 0
88 Transylvania 0 $0.00 0 $0.00 0 0
90 Union *0 9,708 $12,578.00 2,718 $3,522.00 12,426 28,526
92 Wake 0 $0.00 0 $0.00 0 0
93 Warren *0 9,708 $1,172.00 2,718 $328.00 12,426 13,926
96 Wayne 0 $0.00 0 $0.00 0 0
97 Wilkes 0 $0.00 0 $0.00 0 0
98 Wilson *0 9,708 $0.00 2,718 $0.00 12,426 12,426
99 Yadkin 0 $0.00 0 $0.00 0 0
00 Yancey 0 $0.00 0 $0.00 0 0
Totals 145,620 38,068 40,770 10,659 186,390 235,117
Sign and Date - DPH Program Administrator Sign and Date - DPH Section Chief
Sign and Date - DPH Budget Office – ATC Coordinator Sign and Date - DPH Budget Officer
12/30/24, 11:45 AM WicGridPrint
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Docusign Envelope ID: 5B6C37B2-F865-4436-9B1A-B546A88FEF28
12/30/24 | 5:41 PM EST 12/30/24 | 6:48 PM EST
12/31/2024
01/03/2025
01/03/2025
314
DPH-Aid-To-Counties For Fiscal Year: 25/26 Budgetary Estimate Number : 2
Activity 914
Service Period
Payment Period
AA 230330
2B0SFLA
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
230330
2B0SFLT
200TT00000
06/01-05/31
07/01-06/30
Total
Allocated
Proposed
Total
New
Total
01 Alamance 0 $0.00 0 $0.00 0 0
D1 Albemarle 0 $0.00 0 $0.00 0 0
02 Alexander 0 $0.00 0 $0.00 0 0
04 Anson 0 $0.00 0 $0.00 0 0
D2 Appalachian 0 $0.00 0 $0.00 0 0
07 Beaufort 0 $0.00 0 $0.00 0 0
09 Bladen *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
10 Brunswick 0 $0.00 0 $0.00 0 0
11 Buncombe 0 $0.00 0 $0.00 0 0
12 Burke 0 $0.00 0 $0.00 0 0
13 Cabarrus *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
14 Caldwell *0 -6,456 $15,171.00 -1,808 $4,248.00 -8,264 11,155
16 Carteret 0 $0.00 0 $0.00 0 0
17 Caswell 0 $0.00 0 $0.00 0 0
18 Catawba 0 $0.00 0 $0.00 0 0
19 Chatham *0 4,470 $9,708.00 1,252 $2,718.00 5,722 18,148
20 Cherokee 0 $0.00 0 $0.00 0 0
22 Clay 0 $0.00 0 $0.00 0 0
23 Cleveland 0 $0.00 0 $0.00 0 0
24 Columbus *0 2,344 $0.00 656 $0.00 3,000 3,000
25 Craven *0 -993 $11,545.00 -278 $3,232.00 -1,271 13,506
26 Cumberland 0 $0.00 0 $0.00 0 0
28 Dare 0 $0.00 0 $0.00 0 0
29 Davidson *0 -993 $20,275.00 -278 $5,677.00 -1,271 24,681
30 Davie 0 $0.00 0 $0.00 0 0
31 Duplin 0 $0.00 0 $0.00 0 0
32 Durham 0 $0.00 0 $0.00 0 0
33 Edgecombe 0 $0.00 0 $0.00 0 0
D7 Foothills 0 $0.00 0 $0.00 0 0
34 Forsyth 0 $0.00 0 $0.00 0 0
35 Franklin 0 $0.00 0 $0.00 0 0
36 Gaston 0 $0.00 0 $0.00 0 0
38 Graham 0 $0.00 0 $0.00 0 0
D3 Gran-Vance 0 $0.00 0 $0.00 0 0
40 Greene 0 $0.00 0 $0.00 0 0
41 Guilford 0 $0.00 0 $0.00 0 0
42 Halifax 0 $0.00 0 $0.00 0 0
43 Harnett 0 $0.00 0 $0.00 0 0
44 Haywood *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
45 Henderson 0 $0.00 0 $0.00 0 0
47 Hoke 0 $0.00 0 $0.00 0 0
48 Hyde 0 $0.00 0 $0.00 0 0
49 Iredell 0 $0.00 0 $0.00 0 0
50 Jackson 0 $0.00 0 $0.00 0 0
1/28/25, 12:53 PM WicGridPrint
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Docusign Envelope ID: C9E38E44-AE07-4B34-B218-A3CA72EFB8D6
315
51 Johnston 0 $0.00 0 $0.00 0 0
52 Jones 0 $0.00 0 $0.00 0 0
53 Lee 0 $0.00 0 $0.00 0 0
54 Lenoir 0 $0.00 0 $0.00 0 0
55 Lincoln 0 $0.00 0 $0.00 0 0
56 Macon 0 $0.00 0 $0.00 0 0
57 Madison 0 $0.00 0 $0.00 0 0
D4 M-T-W 0 $0.00 0 $0.00 0 0
60 Mecklenburg 0 $0.00 0 $0.00 0 0
62 Montgomery 0 $0.00 0 $0.00 0 0
63 Moore 0 $0.00 0 $0.00 0 0
64 Nash 0 $0.00 0 $0.00 0 0
65 New Hanover 0 $0.00 0 $0.00 0 0
66 Northampton 0 $0.00 0 $0.00 0 0
67 Onslow 0 $0.00 0 $0.00 0 0
68 Orange *0 14,896 $0.00 4,171 $0.00 19,067 19,067
69 Pamlico *0 -3,337 $12,052.00 -934 $3,374.00 -4,271 11,155
71 Pender *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
73 Person 0 $0.00 0 $0.00 0 0
74 Pitt 0 $0.00 0 $0.00 0 0
75 Polk 0 $0.00 0 $0.00 0 0
76 Randolph *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
77 Richmond 0 $0.00 0 $0.00 0 0
78 Robeson 0 $0.00 0 $0.00 0 0
79 Rockingham 0 $0.00 0 $0.00 0 0
80 Rowan 0 $0.00 0 $0.00 0 0
82 Sampson *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
83 Scotland 0 $0.00 0 $0.00 0 0
84 Stanly *0 -993 $13,815.00 -278 $3,868.00 -1,271 16,412
85 Stokes 0 $0.00 0 $0.00 0 0
86 Surry 0 $0.00 0 $0.00 0 0
87 Swain 0 $0.00 0 $0.00 0 0
D6 Toe River 0 $0.00 0 $0.00 0 0
88 Transylvania 0 $0.00 0 $0.00 0 0
90 Union *0 -993 $22,286.00 -278 $6,240.00 -1,271 27,255
92 Wake 0 $0.00 0 $0.00 0 0
93 Warren *0 -993 $10,880.00 -278 $3,046.00 -1,271 12,655
96 Wayne 0 $0.00 0 $0.00 0 0
97 Wilkes 0 $0.00 0 $0.00 0 0
98 Wilson *0 -993 $9,708.00 -278 $2,718.00 -1,271 11,155
99 Yadkin 0 $0.00 0 $0.00 0 0
00 Yancey 0 $0.00 0 $0.00 0 0
Totals 1 183,688 1 51,429 2 235,119
Sign and Date - DPH Program Administrator Sign and Date - DPH Section Chief
Sign and Date - DPH Budget Office – ATC Coordinator Sign and Date - DPH Budget Officer
1/28/25, 12:53 PM WicGridPrint
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Docusign Envelope ID: C9E38E44-AE07-4B34-B218-A3CA72EFB8D6
01/28/25 | 8:42 PM EST 01/28/25 | 8:44 PM EST
1/29/2025
01/31/2025
2/3/2025
316
Special Revenue Ordinance 92A
for AA914 (ARPA Funds)
Addressing Lead in Water and Lead-Based Paint in Public School and Child Care Facilities
BE IT ORDAINED by the Board of County Commissioners of Union County, North Carolina that, pursuant
to Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following special revenue
project ordinance is hereby adopted:
Section 1: This ordinance is to budget expenditures to be ARPA AA 914 originally established for FY
2024 and FY 2025 only, but it has been extended to FY 2026.
Section 2: The officers of this unit are hereby directed to proceed with the ARPA AA 914 funding project
within the terms of the guidelines as set forth by the federal and state government, Generally Accepted
Accounting Principles (GAAP) and the budget contained herein.
Section 3: The following amounts are appropriated for the projects and authorized for expenditures:
Expenditure Funds:
Operating Expenses $52,745
TOTAL EXPENDITURES $52,745
Section 4: The following revenues are anticipated to be available to complete the project:
Revenue Funds:
Federal ARPA Grant Funding $52,745
TOTAL REVENUES $52,745
Section 5: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting
records.
Section 6: Copies of this special revenue ordinance shall be furnished to the Budget Officer, the Finance
Officer and to the Clerk to the Board of County Commissioners.
Section 7: At the completion of this special revenue ordinance the Finance Officer is hereby directed to
close out the Special Revenue Ordinance.
Section 8: The County Manager is hereby authorized to transfer revenues and appropriations within an
ordinance as contained herein.
ATTEST:
________________________ ______________________________
Lynn G. West, Melissa Merrell, Chair
Clerk to the Board Union County Board of Commissioners
317
BUDGET REQUESTED BY
FISCAL YEAR DATE
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Federal Grant 25,490.00 27,255 52,745 Operating Expenses 25,490.00 27,255 52,745
- -
-
-
25,490.00 27,255 52,745 25,490 - 27,255 52,745
EXPLANATION:To recognize and appropriate funding from Federal ARPA passed through NC State Award for Lead and Asbestio Programs.
Originally for Fiscal years 2024 and 2025 only, but has been extended to 2026.
This is reimbursement based funding.
APPROVED BY:
DATE:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
30030543-4321-10053 Fed Grant 25,490.00 27,255 52,745 30030543-5381-10053 25,490.00 27,255 52,745
25,490.00 27,255 52,745 25,490 27,255 52,745
Prepared By MEG
Posted By
Date Number SRO 92A
SPECIAL REVENUE ORDINANCE AMENDMENT
COUNTY MANAGER APPROVED
General SRO Fund Traci Colley
FY 2025-2026
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
PROJECT SOURCES PROJECT USES
Bd of Comm/County Manager
Lynn West/Clerk to the Board
318
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-579 Agenda Date:10/6/2025
TITLE:..title
Tax Bill Correction Report for August 2025
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624
ACTION REQUESTED:
Approve Tax Bill Correction Reports for August 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County
Commissioners is authorized to make and approve certain changes to property tax records. Approval
of such changes may result in either a release, refund, or discovery of ad valorem taxes. The
attached report provides detailed information on all tax bills that were modified. Included in the report
for each correction is the parcel number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if applicable.
FINANCIAL IMPACT:
August Refund amount = $10,249.90
Union County, NC Printed on 9/23/2025Page 1 of 1
powered by Legistar™319
Union CountyCorrection Listing ReportPage 1 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal165.40619.92454.5202030025 RE 2024 8/19/2025 68,700 93,700 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL454.52 619.92 165.402025000202LEVINER, JOSEPH DARRELL II& LEVINER, SUSAN ASHCRAFTPublic Notes:163.78613.83450.0502030025 RE 2023 8/19/2025 68,700 93,700 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL450.05 613.83 163.782025000202LEVINER, JOSEPH DARRELL II& LEVINER, SUSAN ASHCRAFTPublic Notes:322.40730.15407.7504069005 RE 2024 8/19/2025 63,830 114,300 50,4700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL407.75 730.15 322.402025000198DAVIS, THOMAS H HEIRSPublic Notes:692.752,918.002,225.2508153015 RE 2024 8/22/2025 332,873 436,500 103,6270.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,225.25 2,918.00 692.752025000230HUGGINS, BOBBIE MICHELLE PPublic Notes:682.182,873.482,191.3008153015 RE 2023 8/22/2025 332,873 436,500 103,6270.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,191.30 2,873.48 682.182025000230HUGGINS, BOBBIE MICHELLE PPublic Notes:682.182,873.482,191.3008153015 RE 2022 8/22/2025 332,873 436,500 103,6270.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,191.30 2,873.48 682.182025000230HUGGINS, BOBBIE MICHELLE PPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated320
Union CountyCorrection Listing ReportPage 2 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal682.902,876.542,193.6408153015 RE 2021 8/22/2025 332,873 436,500 103,6270.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,193.64 2,876.54 682.902025000230HUGGINS, BOBBIE MICHELLE PPublic Notes:514.572,501.701,987.1308153015 RE 2020 8/22/2025 247,587 311,700 64,1130.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,987.13 2,501.70 514.572025000230HUGGINS, BOBBIE MICHELLE PPublic Notes:167.48939.46771.9809022071 RE 2025 8/26/2025 102,100 124,250 22,1500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL771.98 939.46 167.482025000287PARKER, MILDRED C& PARKER, WILLIAM LPublic Notes:322.58757.71435.1309298057 RE 2025 8/22/2025 49,775 86,675 36,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL435.13 757.71 322.582025000237SARLOVSKA, JELENAPublic Notes:34.8634.860.00306005 PP 2024 8/19/2025 0 5,269 5,2690.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL0.00 34.86 34.862025000203ASHCRAFT, WILLIE EMOGENE HPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated321
Union CountyCorrection Listing ReportPage 3 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal34.5234.520.00306005 PP 2023 8/19/2025 0 5,269 5,2690.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL0.00 34.52 34.522025000203ASHCRAFT, WILLIE EMOGENE HPublic Notes:Tax 13,308.05 17,773.65 4,465.60Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.001,932,184 2,580,863 648,679Tax TTL 13,308.05 17,773.65 4,465.60 0.00INT 0.00 0.00 0.00Correction Type : Exclusion Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(502.95)537.551,040.5003144018A RE 2025 8/22/2025 208,600 107,769 (100,831)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,040.50 537.55 (502.95)2025000232RICHMOND, KARLAPublic Notes:(207.41)3,210.163,417.5704255029 RE 2025 8/22/2025 741,500 696,500 (45,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL3,417.57 3,210.16 (207.41)2025000233COLANGELO, MATTHEW JONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated322
Union CountyCorrection Listing ReportPage 4 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Exclusion Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal142.831,438.671,295.8407054250 RE 2025 8/13/2025 194,600 216,050 21,4500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,295.84 1,438.67 142.832025000135MCCRIMMON, MARTHA WPublic Notes:(1,034.56)1,034.562,069.1207130095 RE 2025 8/22/2025 309,100 154,550 (154,550)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,069.12 1,034.56 (1,034.56)2025000231BRADLEY, RHONDA MPublic Notes:(722.40)722.401,444.8009247006 RE 2025 8/27/2025 320,000 160,000 (160,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,444.80 722.40 (722.40)2025000308CHARO, MARTHA S& CHARO, TIMOTHY OPublic Notes:Tax 9,267.83 6,943.34 (2,324.49)Totals for Type Exclusion Change - Release : ValueLL 0.00 0.00 0.001,773,800 1,334,869 (438,931)Tax TTL 9,267.83 6,943.34 (2,324.49) 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated323
Union CountyCorrection Listing ReportPage 5 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal101.201,822.431,721.2301066020 RE 2025 8/1/2025 340,500 360,520 20,0200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,721.23 1,822.43 101.202025000062NEEDHAM, CYNTHIA JANE MCGE& NEEDHAM, CARL LEEPublic Notes:60.611,609.051,548.4401066020 RE 2024 8/1/2025 239,400 248,770 9,3700.000.00 0.00ValueLLTaxINT3.940.00 3.940.00PUV ROLLBACKTax TTL1,548.44 1,612.99 64.552025000062NEEDHAM, CYNTHIA JANE MCGE& NEEDHAM, CARL LEEPublic Notes:58.691,558.291,499.6001066020 RE 2023 8/1/2025 239,400 248,770 9,3700.000.00 0.00ValueLLTaxINT9.090.00 9.090.00PUV ROLLBACKTax TTL1,499.60 1,567.38 67.782025000062NEEDHAM, CYNTHIA JANE MCGE& NEEDHAM, CARL LEEPublic Notes:58.691,558.291,499.6001066020 RE 2022 8/1/2025 239,400 248,770 9,3700.000.00 0.00ValueLLTaxINT14.380.00 14.380.00PUV ROLLBACKTax TTL1,499.60 1,572.67 73.072025000062NEEDHAM, CYNTHIA JANE MCGE& NEEDHAM, CARL LEEPublic Notes:49.0394.3145.2801096004G RE 2024 8/1/2025 7,000 14,580 7,5800.000.00 0.00ValueLLTaxINT3.550.00 3.550.00PUV ROLLBACKTax TTL45.28 97.86 52.582025000064WILLIAMS, DAWN& WILLIAMS, RANDY MAXPublic Notes:47.4891.3343.8501096004G RE 2023 8/1/2025 7,000 14,580 7,5800.000.00 0.00ValueLLTaxINT7.720.00 7.720.00PUV ROLLBACKTax TTL43.85 99.05 55.202025000064WILLIAMS, DAWN& WILLIAMS, RANDY MAXPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated324
Union CountyCorrection Listing ReportPage 6 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal47.4891.3343.8501096004G RE 2022 8/1/2025 7,000 14,580 7,5800.000.00 0.00ValueLLTaxINT11.990.00 11.990.00PUV ROLLBACKTax TTL43.85 103.32 59.472025000064WILLIAMS, DAWN& WILLIAMS, RANDY MAXPublic Notes:781.00842.1661.1601114018 RE 2025 8/26/2025 12,100 166,600 154,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL61.16 842.16 781.002025000288CROWDER, LINDA LEE TRUSTEE& CROWDER, JAMES WARREN TPublic Notes:399.53477.7978.2601114018 RE 2024 8/26/2025 12,100 73,870 61,7700.000.00 0.00ValueLLTaxINT28.970.00 28.970.00PUV ROLLBACKTax TTL78.26 506.76 428.502025000288CROWDER, LINDA LEE TRUSTEE& CROWDER, JAMES WARREN TPublic Notes:386.93462.7275.7901114018 RE 2023 8/26/2025 12,100 73,870 61,7700.000.00 0.00ValueLLTaxINT62.880.00 62.880.00PUV ROLLBACKTax TTL75.79 525.60 449.812025000288CROWDER, LINDA LEE TRUSTEE& CROWDER, JAMES WARREN TPublic Notes:386.93462.7275.7901114018 RE 2022 8/26/2025 12,100 73,870 61,7700.000.00 0.00ValueLLTaxINT97.700.00 97.700.00PUV ROLLBACKTax TTL75.79 560.42 484.632025000288CROWDER, LINDA LEE TRUSTEE& CROWDER, JAMES WARREN TPublic Notes:46.9681.8934.9301120013B RE 2024 8/1/2025 5,400 12,660 7,2600.000.00 0.00ValueLLTaxINT3.410.00 3.410.00PUV ROLLBACKTax TTL34.93 85.30 50.372025000063BALL, MICHAEL SPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated325
Union CountyCorrection Listing ReportPage 7 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal45.4879.3033.8201120013B RE 2023 8/1/2025 5,400 12,660 7,2600.000.00 0.00ValueLLTaxINT7.390.00 7.390.00PUV ROLLBACKTax TTL33.82 86.69 52.872025000063BALL, MICHAEL SPublic Notes:45.4879.3033.8201120013B RE 2022 8/1/2025 5,400 12,660 7,2600.000.00 0.00ValueLLTaxINT11.480.00 11.480.00PUV ROLLBACKTax TTL33.82 90.78 56.962025000063BALL, MICHAEL SPublic Notes:5,607.436,077.05469.6202089021 RE 2025 8/14/2025 93,700 1,212,500 1,118,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL469.62 6,077.05 5,607.432025000147LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:3,318.593,738.70420.1102089021 RE 2024 8/14/2025 63,500 565,100 501,6000.000.00 0.00ValueLLTaxINT240.600.00 240.600.00PUV ROLLBACKTax TTL420.11 3,979.30 3,559.192025000147LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:3,285.983,701.97415.9902089021 RE 2023 8/14/2025 63,500 565,100 501,6000.000.00 0.00ValueLLTaxINT533.970.00 533.970.00PUV ROLLBACKTax TTL415.99 4,235.94 3,819.952025000147LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:3,285.983,701.97415.9902089021 RE 2022 8/14/2025 63,500 565,100 501,6000.000.00 0.00ValueLLTaxINT829.710.00 829.710.00PUV ROLLBACKTax TTL415.99 4,531.68 4,115.692025000147LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated326
Union CountyCorrection Listing ReportPage 8 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,056.031,081.0925.0602089021A RE 2025 8/14/2025 5,000 215,700 210,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL25.06 1,081.09 1,056.032025000146LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:607.35639.1131.7602089021A RE 2024 8/14/2025 4,800 96,600 91,8000.000.00 0.00ValueLLTaxINT44.040.00 44.040.00PUV ROLLBACKTax TTL31.76 683.15 651.392025000146LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:601.38632.8331.4502089021A RE 2023 8/14/2025 4,800 96,600 91,8000.000.00 0.00ValueLLTaxINT97.730.00 97.730.00PUV ROLLBACKTax TTL31.45 730.56 699.112025000146LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:601.38632.8331.4502089021A RE 2022 8/14/2025 4,800 96,600 91,8000.000.00 0.00ValueLLTaxINT151.850.00 151.850.00PUV ROLLBACKTax TTL31.45 784.68 753.232025000146LOWE, MARK T TRUSTEE ET AL& LOWE, MARK T TRUSTEEPublic Notes:395.451,938.141,542.6902105019A RE 2025 8/4/2025 307,800 386,700 78,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,542.69 1,938.14 395.452025000070EDWARDS, PATTI G& EDWARDS, ROBERT PPublic Notes:218.331,992.081,773.7502105019A RE 2024 8/4/2025 268,100 301,100 33,0000.000.00 0.00ValueLLTaxINT15.830.00 15.830.00PUV ROLLBACKTax TTL1,773.75 2,007.91 234.162025000070EDWARDS, PATTI G& EDWARDS, ROBERT PPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated327
Union CountyCorrection Listing ReportPage 9 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal216.181,972.501,756.3202105019A RE 2023 8/4/2025 268,100 301,100 33,0000.000.00 0.00ValueLLTaxINT35.130.00 35.130.00PUV ROLLBACKTax TTL1,756.32 2,007.63 251.312025000070EDWARDS, PATTI G& EDWARDS, ROBERT PPublic Notes:216.181,972.501,756.3202105019A RE 2022 8/4/2025 268,100 301,100 33,0000.000.00 0.00ValueLLTaxINT54.580.00 54.580.00PUV ROLLBACKTax TTL1,756.32 2,027.08 270.762025000070EDWARDS, PATTI G& EDWARDS, ROBERT PPublic Notes:175.92214.0138.0902111009 RE 2025 8/1/2025 7,600 42,700 35,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL38.09 214.01 175.922025000066CUSTER, BARBARA PATTON& CUSTER, JEREMY APublic Notes:99.90164.7464.8402111009 RE 2024 8/1/2025 9,800 24,900 15,1000.000.00 0.00ValueLLTaxINT7.240.00 7.240.00PUV ROLLBACKTax TTL64.84 171.98 107.142025000066CUSTER, BARBARA PATTON& CUSTER, JEREMY APublic Notes:20.3184.5164.2002111009 RE 2023 8/1/2025 9,800 12,900 3,1000.000.00 0.00ValueLLTaxINT3.300.00 3.300.00PUV ROLLBACKTax TTL64.20 87.81 23.612025000066CUSTER, BARBARA PATTON& CUSTER, JEREMY APublic Notes:20.3184.5164.2002111009 RE 2022 8/1/2025 9,800 12,900 3,1000.000.00 0.00ValueLLTaxINT5.130.00 5.130.00PUV ROLLBACKTax TTL64.20 89.64 25.442025000066CUSTER, BARBARA PATTON& CUSTER, JEREMY APublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated328
Union CountyCorrection Listing ReportPage 10 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal759.32784.3825.0602303005 RE 2025 8/14/2025 5,000 156,500 151,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL25.06 784.38 759.322025000145C W HORNE FAMILY LIMITED PPublic Notes:494.88527.9633.0802303005 RE 2024 8/14/2025 5,000 79,800 74,8000.000.00 0.00ValueLLTaxINT35.880.00 35.880.00PUV ROLLBACKTax TTL33.08 563.84 530.762025000145C W HORNE FAMILY LIMITED PPublic Notes:490.01522.7732.7602303005 RE 2023 8/14/2025 5,000 79,800 74,8000.000.00 0.00ValueLLTaxINT79.630.00 79.630.00PUV ROLLBACKTax TTL32.76 602.40 569.642025000145C W HORNE FAMILY LIMITED PPublic Notes:490.01522.7732.7602303005 RE 2022 8/14/2025 5,000 79,800 74,8000.000.00 0.00ValueLLTaxINT123.730.00 123.730.00PUV ROLLBACKTax TTL32.76 646.50 613.742025000145C W HORNE FAMILY LIMITED PPublic Notes:2,310.482,417.32106.8402303050 82 RE 2025 8/14/2025 11,000 248,900 237,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL106.84 2,417.32 2,310.482025000149SKYLAR KIMBERLYN HORNE TRU& CRESFUL WILLIAM HORNE IPublic Notes:1,475.731,609.00133.2702303050 82 RE 2024 8/14/2025 11,000 132,800 121,8000.000.00 0.00ValueLLTaxINT106.990.00 106.990.00PUV ROLLBACKTax TTL133.27 1,715.99 1,582.722025000149SKYLAR KIMBERLYN HORNE TRU& CRESFUL WILLIAM HORNE IPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated329
Union CountyCorrection Listing ReportPage 11 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,394.731,520.69125.9602303050 82 RE 2023 8/14/2025 11,000 132,800 121,8000.000.00 0.00ValueLLTaxINT226.640.00 226.640.00PUV ROLLBACKTax TTL125.96 1,747.33 1,621.372025000149SKYLAR KIMBERLYN HORNE TRU& CRESFUL WILLIAM HORNE IPublic Notes:1,394.731,520.69125.9602303050 82 RE 2022 8/14/2025 11,000 132,800 121,8000.000.00 0.00ValueLLTaxINT352.160.00 352.160.00PUV ROLLBACKTax TTL125.96 1,872.85 1,746.892025000149SKYLAR KIMBERLYN HORNE TRU& CRESFUL WILLIAM HORNE IPublic Notes:1,602.341,663.9861.6402303050 92 RE 2025 8/14/2025 12,300 332,000 319,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL61.64 1,663.98 1,602.342025000148CRESFUL WILLIAM HORNE III& SKYLAR KIMBERLYN HORNEPublic Notes:1,066.501,147.2180.7102303050 92 RE 2024 8/14/2025 12,200 173,400 161,2000.000.00 0.00ValueLLTaxINT77.320.00 77.320.00PUV ROLLBACKTax TTL80.71 1,224.53 1,143.822025000148CRESFUL WILLIAM HORNE III& SKYLAR KIMBERLYN HORNEPublic Notes:1,056.021,135.9479.9202303050 92 RE 2023 8/14/2025 12,200 173,400 161,2000.000.00 0.00ValueLLTaxINT171.600.00 171.600.00PUV ROLLBACKTax TTL79.92 1,307.54 1,227.622025000148CRESFUL WILLIAM HORNE III& SKYLAR KIMBERLYN HORNEPublic Notes:1,056.021,135.9479.9202303050 92 RE 2022 8/14/2025 12,200 173,400 161,2000.000.00 0.00ValueLLTaxINT266.640.00 266.640.00PUV ROLLBACKTax TTL79.92 1,402.58 1,322.662025000148CRESFUL WILLIAM HORNE III& SKYLAR KIMBERLYN HORNEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated330
Union CountyCorrection Listing ReportPage 12 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,380.412,389.158.7402303055A RE 2025 8/14/2025 900 246,000 245,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL8.74 2,389.15 2,380.412025000144C W HORNE FAMILY LIMITED PPublic Notes:918.39929.3010.9102303055A RE 2024 8/14/2025 900 76,700 75,8000.000.00 0.00ValueLLTaxINT66.590.00 66.590.00PUV ROLLBACKTax TTL10.91 995.89 984.982025000144C W HORNE FAMILY LIMITED PPublic Notes:867.99878.2910.3002303055A RE 2023 8/14/2025 900 76,700 75,8000.000.00 0.00ValueLLTaxINT141.050.00 141.050.00PUV ROLLBACKTax TTL10.30 1,019.34 1,009.042025000144C W HORNE FAMILY LIMITED PPublic Notes:867.99878.2910.3002303055A RE 2022 8/14/2025 900 76,700 75,8000.000.00 0.00ValueLLTaxINT219.170.00 219.170.00PUV ROLLBACKTax TTL10.30 1,097.46 1,087.162025000144C W HORNE FAMILY LIMITED PPublic Notes:29,058.0729,412.92354.8502303057B RE 2025 8/14/2025 70,800 5,868,500 5,797,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL354.85 29,412.92 29,058.072025000143C W HORNE FAMILY LIMITED PPublic Notes:7,514.457,978.90464.4502303057B RE 2024 8/14/2025 70,200 1,206,000 1,135,8000.000.00 0.00ValueLLTaxINT544.800.00 544.800.00PUV ROLLBACKTax TTL464.45 8,523.70 8,059.252025000143C W HORNE FAMILY LIMITED PPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated331
Union CountyCorrection Listing ReportPage 13 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal7,440.637,900.51459.8802303057B RE 2023 8/14/2025 70,200 1,206,000 1,135,8000.000.00 0.00ValueLLTaxINT1,209.100.00 1,209.100.00PUV ROLLBACKTax TTL459.88 9,109.61 8,649.732025000143C W HORNE FAMILY LIMITED PPublic Notes:7,440.637,900.51459.8802303057B RE 2022 8/14/2025 70,200 1,206,000 1,135,8000.000.00 0.00ValueLLTaxINT1,878.760.00 1,878.760.00PUV ROLLBACKTax TTL459.88 9,779.27 9,319.392025000143C W HORNE FAMILY LIMITED PPublic Notes:137.325,452.045,314.7203126038 RE 2025 8/15/2025 1,065,500 1,093,030 27,5300.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL5,314.72 5,452.04 137.322025000150SAUCIUC, WALTER& SAUCIUC, JULIANAPublic Notes:97.596,047.465,949.8703126038 RE 2024 8/15/2025 890,700 905,310 14,6100.000.00 0.00ValueLLTaxINT7.070.00 7.070.00PUV ROLLBACKTax TTL5,949.87 6,054.53 104.662025000150SAUCIUC, WALTER& SAUCIUC, JULIANAPublic Notes:95.975,946.985,851.0103126038 RE 2023 8/15/2025 890,700 905,310 14,6100.000.00 0.00ValueLLTaxINT15.600.00 15.600.00PUV ROLLBACKTax TTL5,851.01 5,962.58 111.572025000150SAUCIUC, WALTER& SAUCIUC, JULIANAPublic Notes:95.975,946.985,851.0103126038 RE 2022 8/15/2025 890,700 905,310 14,6100.000.00 0.00ValueLLTaxINT24.230.00 24.230.00PUV ROLLBACKTax TTL5,851.01 5,971.21 120.202025000150SAUCIUC, WALTER& SAUCIUC, JULIANAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated332
Union CountyCorrection Listing ReportPage 14 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal107.54128.4820.9403126038A RE 2025 8/15/2025 4,200 25,760 21,5600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL20.94 128.48 107.542025000151SAUCIUC, JULIANA& SAUCIUC, WALTERPublic Notes:67.5395.5928.0603126038A RE 2024 8/15/2025 4,200 14,310 10,1100.000.00 0.00ValueLLTaxINT4.900.00 4.900.00PUV ROLLBACKTax TTL28.06 100.49 72.432025000151SAUCIUC, JULIANA& SAUCIUC, WALTERPublic Notes:66.4194.0027.5903126038A RE 2023 8/15/2025 4,200 14,310 10,1100.000.00 0.00ValueLLTaxINT10.790.00 10.790.00PUV ROLLBACKTax TTL27.59 104.79 77.202025000151SAUCIUC, JULIANA& SAUCIUC, WALTERPublic Notes:66.4194.0027.5903126038A RE 2022 8/15/2025 4,200 14,310 10,1100.000.00 0.00ValueLLTaxINT16.770.00 16.770.00PUV ROLLBACKTax TTL27.59 110.77 83.182025000151SAUCIUC, JULIANA& SAUCIUC, WALTERPublic Notes:1,653.711,715.0161.3004198015 RE 2025 8/1/2025 13,300 372,100 358,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL61.30 1,715.01 1,653.712025000069BRANTLEY, CHANCE STEVENPublic Notes:1,152.681,235.8283.1404198015 RE 2024 8/1/2025 13,300 197,700 184,4000.000.00 0.00ValueLLTaxINT83.570.00 83.570.00PUV ROLLBACKTax TTL83.14 1,319.39 1,236.252025000069BRANTLEY, CHANCE STEVENPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated333
Union CountyCorrection Listing ReportPage 15 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,144.941,227.5282.5804198015 RE 2023 8/1/2025 13,300 197,700 184,4000.000.00 0.00ValueLLTaxINT186.050.00 186.050.00PUV ROLLBACKTax TTL82.58 1,413.57 1,330.992025000069BRANTLEY, CHANCE STEVENPublic Notes:1,144.941,227.5282.5804198015 RE 2022 8/1/2025 13,300 197,700 184,4000.000.00 0.00ValueLLTaxINT289.100.00 289.100.00PUV ROLLBACKTax TTL82.58 1,516.62 1,434.042025000069BRANTLEY, CHANCE STEVENPublic Notes:600.55624.5223.9704237008 RE 2025 8/6/2025 5,200 135,500 130,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL23.97 624.52 600.552025000073BELK, MYRA JILL ELLISPublic Notes:304.42336.9332.5104237008 RE 2024 8/6/2025 5,200 53,900 48,7000.000.00 0.00ValueLLTaxINT22.070.00 22.070.00PUV ROLLBACKTax TTL32.51 359.00 326.492025000073BELK, MYRA JILL ELLISPublic Notes:302.38334.6732.2904237008 RE 2023 8/6/2025 5,200 53,900 48,7000.000.00 0.00ValueLLTaxINT49.140.00 49.140.00PUV ROLLBACKTax TTL32.29 383.81 351.522025000073BELK, MYRA JILL ELLISPublic Notes:302.38334.6732.2904237008 RE 2022 8/6/2025 5,200 53,900 48,7000.000.00 0.00ValueLLTaxINT76.350.00 76.350.00PUV ROLLBACKTax TTL32.29 411.02 378.732025000073BELK, MYRA JILL ELLISPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated334
Union CountyCorrection Listing ReportPage 16 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,498.841,538.1039.2605072005C RE 2025 8/8/2025 8,200 321,240 313,0400.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL39.26 1,538.10 1,498.842025000080IVEY, MITCHELLPublic Notes:708.21757.3549.1405072005C RE 2024 8/8/2025 7,700 118,670 110,9700.000.00 0.00ValueLLTaxINT51.340.00 51.340.00PUV ROLLBACKTax TTL49.14 808.69 759.552025000080IVEY, MITCHELLPublic Notes:696.78745.1348.3505072005C RE 2023 8/8/2025 7,700 118,670 110,9700.000.00 0.00ValueLLTaxINT113.230.00 113.230.00PUV ROLLBACKTax TTL48.35 858.36 810.012025000080IVEY, MITCHELLPublic Notes:696.78745.1348.3505072005C RE 2022 8/8/2025 7,700 118,670 110,9700.000.00 0.00ValueLLTaxINT175.940.00 175.940.00PUV ROLLBACKTax TTL48.35 921.07 872.722025000080IVEY, MITCHELLPublic Notes:52.2081.4929.2905141004 RE 2025 8/1/2025 6,100 16,970 10,8700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL29.29 81.49 52.202025000068MCLAUGHLIN, SAMUEL BRYCEPublic Notes:30.0367.1637.1305141004 RE 2024 8/1/2025 5,800 10,490 4,6900.000.00 0.00ValueLLTaxINT2.180.00 2.180.00PUV ROLLBACKTax TTL37.13 69.34 32.212025000068MCLAUGHLIN, SAMUEL BRYCEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated335
Union CountyCorrection Listing ReportPage 17 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal29.5466.0836.5405141004 RE 2023 8/1/2025 5,800 10,490 4,6900.000.00 0.00ValueLLTaxINT4.800.00 4.800.00PUV ROLLBACKTax TTL36.54 70.88 34.342025000068MCLAUGHLIN, SAMUEL BRYCEPublic Notes:29.5466.0836.5405141004 RE 2022 8/1/2025 5,800 10,490 4,6900.000.00 0.00ValueLLTaxINT7.460.00 7.460.00PUV ROLLBACKTax TTL36.54 73.54 37.002025000068MCLAUGHLIN, SAMUEL BRYCEPublic Notes:2,475.446,564.934,089.4908135007A RE 2025 8/1/2025 804,700 1,291,800 487,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL4,089.49 6,564.93 2,475.442025000065GRIFFIN FARM & LANDFILL INPublic Notes:1,240.592,992.681,752.0908135007A RE 2024 8/1/2025 259,300 442,900 183,6000.000.00 0.00ValueLLTaxINT89.940.00 89.940.00PUV ROLLBACKTax TTL1,752.09 3,082.62 1,330.532025000065GRIFFIN FARM & LANDFILL INPublic Notes:1,257.802,993.561,735.7608135007A RE 2023 8/1/2025 259,300 447,200 187,9000.000.00 0.00ValueLLTaxINT204.400.00 204.400.00PUV ROLLBACKTax TTL1,735.76 3,197.96 1,462.202025000065GRIFFIN FARM & LANDFILL INPublic Notes:1,257.402,993.551,736.1508135007A RE 2022 8/1/2025 259,360 447,200 187,8400.000.00 0.00ValueLLTaxINT317.500.00 317.500.00PUV ROLLBACKTax TTL1,736.15 3,311.05 1,574.902025000065GRIFFIN FARM & LANDFILL INPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated336
Union CountyCorrection Listing ReportPage 18 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal154.802,550.962,396.1608156015 RE 2025 8/13/2025 471,500 501,960 30,4600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL2,396.16 2,550.96 154.802025000125CARNES, JACOB TYLER& HOLT, KAREN CARNESPublic Notes:117.982,396.442,278.4608156015 RE 2024 8/13/2025 337,200 354,660 17,4600.000.00 0.00ValueLLTaxINT8.550.00 8.550.00PUV ROLLBACKTax TTL2,278.46 2,404.99 126.532025000125CARNES, JACOB TYLER& HOLT, KAREN CARNESPublic Notes:116.881,754.321,637.4408156015 RE 2023 8/13/2025 244,612 262,072 17,4600.000.00 0.00ValueLLTaxINT19.000.00 19.000.00PUV ROLLBACKTax TTL1,637.44 1,773.32 135.882025000125CARNES, JACOB TYLER& HOLT, KAREN CARNESPublic Notes:116.881,754.321,637.4408156015 RE 2022 8/13/2025 244,612 262,072 17,4600.000.00 0.00ValueLLTaxINT29.510.00 29.510.00PUV ROLLBACKTax TTL1,637.44 1,783.83 146.392025000125CARNES, JACOB TYLER& HOLT, KAREN CARNESPublic Notes:7.88226.40218.5209075013 RE 2025 8/1/2025 43,000 44,550 1,5500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL218.52 226.40 7.882025000067NEESE, JANE& NEESE, KENNETH E IIIPublic Notes:5.54290.01284.4709075013 RE 2024 8/1/2025 42,100 42,920 8200.000.00 0.00ValueLLTaxINT0.400.00 0.400.00PUV ROLLBACKTax TTL284.47 290.41 5.942025000067NEESE, JANE& NEESE, KENNETH E IIIPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated337
Union CountyCorrection Listing ReportPage 19 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal5.49287.31281.8209075013 RE 2023 8/1/2025 42,100 42,920 8200.000.00 0.00ValueLLTaxINT0.890.00 0.890.00PUV ROLLBACKTax TTL281.82 288.20 6.382025000067NEESE, JANE& NEESE, KENNETH E IIIPublic Notes:5.49287.31281.8209075013 RE 2022 8/1/2025 42,100 42,920 8200.000.00 0.00ValueLLTaxINT1.390.00 1.390.00PUV ROLLBACKTax TTL281.82 288.70 6.882025000067NEESE, JANE& NEESE, KENNETH E IIIPublic Notes:354.792,208.491,853.7009411002 RE 2024 8/15/2025 288,200 343,360 55,1600.000.00 0.00ValueLLTaxINT25.730.00 25.730.00PUV ROLLBACKTax TTL1,853.70 2,234.22 380.522025000152WINCHESTER, KIMALA H& WINCHESTER, GARY WAYNEPublic Notes:349.942,178.281,828.3409411002 RE 2023 8/15/2025 288,200 343,360 55,1600.000.00 0.00ValueLLTaxINT56.870.00 56.870.00PUV ROLLBACKTax TTL1,828.34 2,235.15 406.812025000152WINCHESTER, KIMALA H& WINCHESTER, GARY WAYNEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated338
Union CountyCorrection Listing ReportPage 20 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal349.942,178.281,828.3409411002 RE 2022 8/15/2025 288,200 343,360 55,1600.000.00 0.00ValueLLTaxINT88.360.00 88.360.00PUV ROLLBACKTax TTL1,828.34 2,266.64 438.302025000152WINCHESTER, KIMALA H& WINCHESTER, GARY WAYNEPublic Notes:Tax 66,060.50 177,281.52 111,221.02Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.0010,792,584 29,310,454 18,517,870Tax TTL 66,060.50 187,046.32 120,985.82 0.00INT 0.00 9,764.80 9,764.80Correction Type : Tax Type Change - Non-DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.0006138028 RE 2024 8/18/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025000179HELMS, JEFFREY& HELMS, ERICAPublic Notes:0.000.000.0006138028 RE 2023 8/18/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025000179HELMS, JEFFREY& HELMS, ERICAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated339
Union CountyCorrection Listing ReportPage 21 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Tax Type Change - Non-DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.0006138028 RE 2022 8/18/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025000179HELMS, JEFFREY& HELMS, ERICAPublic Notes:Tax 0.00 0.00 0.00Totals for Type Tax Type Change - Non-Discovery : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,508.612,913.60404.9902301062A RE 2025 8/19/2025 41,700 300,000 258,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL404.99 2,913.60 2,508.612025000195CORTEZ, CHAYANNE TAPIAPublic Notes:567.131,042.99475.8603006007B RE 2025 8/18/2025 95,400 209,100 113,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL475.86 1,042.99 567.132025000175HOLBERT, WESLEY A& HOLBERT, LEAH MPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated340
Union CountyCorrection Listing ReportPage 22 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal6,950.516,950.510.0006138028 RE 2024 8/18/2025 0 677,900 677,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 6,950.51 6,950.512025000183HELMS, JEFFREY& HELMS, ERICAPublic Notes:6,213.226,213.220.0006138028 RE 2023 8/18/2025 0 612,200 612,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 6,213.22 6,213.222025000183HELMS, JEFFREY& HELMS, ERICAPublic Notes:537.90537.900.0006138028 RE 2022 8/18/2025 0 53,000 53,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 537.90 537.902025000183HELMS, JEFFREY& HELMS, ERICAPublic Notes:5,683.715,683.710.0008237009A RE 2025 8/21/2025 0 1,118,400 1,118,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 5,683.71 5,683.712025000216HILLCREST BAPTIST CHURCH RPublic Notes:4,159.454,160.320.8709298368 RE 2025 8/19/2025 100 475,900 475,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.87 4,160.32 4,159.452025000196THE PARK AT MONROE PROPERTPublic Notes:4,402.354,402.350.0009298368 RE 2024 8/19/2025 0 403,700 403,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 4,402.35 4,402.352025000196THE PARK AT MONROE PROPERTPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated341
Union CountyCorrection Listing ReportPage 23 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal4,402.354,402.350.0009298368 RE 2023 8/19/2025 0 403,700 403,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 4,402.35 4,402.352025000196THE PARK AT MONROE PROPERTPublic Notes:4,402.354,402.350.0009298368 RE 2022 8/19/2025 0 403,700 403,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 4,402.35 4,402.352025000196THE PARK AT MONROE PROPERTPublic Notes:4,402.354,402.350.0009298368 RE 2021 8/19/2025 0 403,700 403,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL0.00 4,402.35 4,402.352025000196THE PARK AT MONROE PROPERTPublic Notes:10.6132.1721.562784511 PP 2025 8/15/2025 4,425 6,601 2,1761.072.16 3.23ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL23.72 35.40 11.682025000157CARPENTER, HOWARD MARKPublic Notes:38.7840.922.14379415 PP 2025 8/19/2025 446 8,521 8,0753.880.21 4.09ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL2.35 45.01 42.662025000199REED, GARRY APublic Notes:130.98165.8234.84386499 PP 2025 8/6/2025 7,149 34,028 26,87913.100.00 13.10ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL34.84 178.92 144.082025000074SHORT, ANTHONY DPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated342
Union CountyCorrection Listing ReportPage 24 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal15.481,482.281,466.80407414 PP 2025 8/22/2025 300,450 303,621 3,1711.550.00 1.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,466.80 1,483.83 17.032025000241B PHILEMON LLCPublic Notes:11.511,505.671,494.16407414 PP 2024 8/18/2025 227,872 229,628 1,7562.300.00 2.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,494.16 1,507.97 13.812025000171B PHILEMON LLCPublic Notes:15.671,478.401,462.73407414 PP 2023 8/18/2025 225,244 227,657 2,4134.700.00 4.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,462.73 1,483.10 20.372025000171B PHILEMON LLCPublic Notes:19.281,032.921,013.64407414 PP 2022 8/18/2025 156,088 159,058 2,9707.720.00 7.72ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,013.64 1,040.64 27.002025000171B PHILEMON LLCPublic Notes:17.871,041.001,023.13407414 PP 2021 8/18/2025 157,502 160,253 2,7518.940.00 8.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,023.13 1,049.94 26.812025000171B PHILEMON LLCPublic Notes:26.161,369.051,342.89407414 PP 2020 8/18/2025 173,053 176,424 3,37115.700.00 15.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,342.89 1,384.75 41.862025000171B PHILEMON LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated343
Union CountyCorrection Listing ReportPage 25 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal108.96506.48397.52407816 PP 2025 8/13/2025 45,472 57,936 12,46410.9139.75 50.66ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL437.27 557.14 119.872025000137BRANDON REEVES AUTO WORLDPublic Notes:21.882,520.412,498.53407964 PP 2023 8/18/2025 373,249 376,518 3,2696.560.00 6.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,498.53 2,526.97 28.442025000173C & C EDM INCPublic Notes:704.588,271.247,566.66407967 PP 2024 8/20/2025 624,518 682,671 58,153140.920.00 140.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,566.66 8,412.16 845.502025000212C & C METALS INCPublic Notes:735.918,444.207,708.29407967 PP 2023 8/20/2025 673,154 737,420 64,266220.770.00 220.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,708.29 8,664.97 956.682025000212C & C METALS INCPublic Notes:601.827,201.926,600.10407967 PP 2022 8/20/2025 576,378 628,934 52,556305.280.00 305.28ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,600.10 7,507.20 907.102025000212C & C METALS INCPublic Notes:633.397,773.217,139.82407967 PP 2021 8/20/2025 624,984 680,428 55,444316.700.00 316.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,139.82 8,089.91 950.092025000212C & C METALS INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated344
Union CountyCorrection Listing ReportPage 26 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal636.489,142.698,506.21407967 PP 2020 8/20/2025 641,881 689,910 48,029381.890.00 381.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL8,506.21 9,524.58 1,018.372025000212C & C METALS INCPublic Notes:5,353.151,827,846.771,822,493.62408430 PP 2024 8/13/2025 167,124,587 167,615,476 490,8891,070.630.00 1,070.63ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,822,493.62 1,828,917.40 6,423.782025000142CHARLOTTE PIPE & FOUNDRY CPublic Notes:4,410.051,676,660.601,672,250.55408430 PP 2023 8/13/2025 153,347,139 153,751,545 404,4061,323.020.00 1,323.02ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,672,250.55 1,677,983.62 5,733.072025000142CHARLOTTE PIPE & FOUNDRY CPublic Notes:4,735.631,445,756.671,441,021.04408430 PP 2022 8/13/2025 132,143,149 132,577,411 434,2621,894.250.00 1,894.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,441,021.04 1,447,650.92 6,629.882025000142CHARLOTTE PIPE & FOUNDRY CPublic Notes:4,743.741,238,751.931,234,008.19408430 PP 2021 8/13/2025 113,159,852 113,594,858 435,0062,371.870.00 2,371.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,234,008.19 1,241,123.80 7,115.612025000142CHARLOTTE PIPE & FOUNDRY CPublic Notes:6,405.441,396,953.271,390,547.83408430 PP 2020 8/13/2025 103,217,624 103,693,087 475,4633,843.260.00 3,843.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,390,547.83 1,400,796.53 10,248.702025000142CHARLOTTE PIPE & FOUNDRY CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated345
Union CountyCorrection Listing ReportPage 27 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,146.951,288.32141.37409652 PP 2025 8/15/2025 21,853 199,153 177,300114.7014.14 128.84ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL155.51 1,417.16 1,261.652025000155EMV TOURS & LIMO LLCPublic Notes:99.467,614.857,515.39410637 PP 2025 8/13/2025 1,161,755 1,177,129 15,3749.94751.54 761.48ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL8,266.93 8,376.33 109.402025000136HEAVEN & EARTH LANDSCAPINGPublic Notes:2,860.5310,307.617,447.08410637 PP 2024 8/7/2025 903,552 1,250,620 347,068572.110.00 572.11ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL7,447.08 10,879.72 3,432.642025000076HEAVEN & EARTH LANDSCAPINGPublic Notes:1,765.218,367.706,602.49410637 PP 2023 8/7/2025 808,039 1,024,073 216,034529.560.00 529.56ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL6,602.49 8,897.26 2,294.772025000076HEAVEN & EARTH LANDSCAPINGPublic Notes:261.637,097.566,835.93410637 PP 2022 8/7/2025 836,609 868,628 32,019104.650.00 104.65ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL6,835.93 7,202.21 366.282025000076HEAVEN & EARTH LANDSCAPINGPublic Notes:255.475,550.295,294.82410637 PP 2021 8/7/2025 648,002 679,267 31,265127.740.00 127.74ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL5,294.82 5,678.03 383.212025000076HEAVEN & EARTH LANDSCAPINGPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated346
Union CountyCorrection Listing ReportPage 28 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal301.585,076.764,775.18410637 PP 2020 8/7/2025 495,042 526,307 31,265180.950.00 180.95ValueLLTaxINT0.000.00 0.000.00AUDITTax TTL4,775.18 5,257.71 482.532025000076HEAVEN & EARTH LANDSCAPINGPublic Notes:548.223,921.883,373.66412886 PP 2025 8/12/2025 697,325 810,640 113,31554.82337.37 392.19ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3,711.03 4,314.07 603.042025000115NORTH CAROLINA FARMS INCPublic Notes:18.564,189.474,170.91414903 PP 2023 8/29/2025 410,968 412,796 1,8280.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,170.91 4,189.47 18.562025000346TRUIST BANKPublic Notes:285.953,158.122,872.17414903 PP 2022 8/29/2025 283,000 311,175 28,175114.380.00 114.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,872.17 3,272.50 400.332025000346TRUIST BANKPublic Notes:177.073,218.403,041.33414903 PP 2021 8/29/2025 300,141 317,616 17,47588.540.00 88.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,041.33 3,306.94 265.612025000346TRUIST BANKPublic Notes:413.933,569.233,155.30414903 PP 2020 8/29/2025 270,030 305,454 35,424248.360.00 248.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,155.30 3,817.59 662.292025000346TRUIST BANKPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated347
Union CountyCorrection Listing ReportPage 29 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal465.80505.8040.00578516 PP 2025 8/9/2025 8,006 101,240 93,23446.584.00 50.58ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL44.00 556.38 512.382025000091BIRCHFIELD, STEVEN CRAIGPublic Notes:1,238.7619,111.4017,872.64600399 PP 2025 8/18/2025 2,733,656 2,923,126 189,470123.931,787.26 1,911.19ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL19,659.90 21,022.59 1,362.692025000174R&R FLEET LLCPublic Notes:50.7370.5119.78612373 PP 2025 8/9/2025 2,263 8,066 5,8035.071.98 7.05ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL21.76 77.56 55.802025000087MCMAHAN, TANNER CHASEPublic Notes:66.6192.5925.98612373 PP 2024 8/9/2025 2,382 8,491 6,10913.322.60 15.92ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL28.58 108.51 79.932025000087MCMAHAN, TANNER CHASEPublic Notes:70.1297.4727.35612373 PP 2023 8/9/2025 2,508 8,938 6,43021.042.74 23.78ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL30.09 121.25 91.162025000087MCMAHAN, TANNER CHASEPublic Notes:73.82104.1230.30612373 PP 2022 8/9/2025 2,779 9,548 6,76929.533.03 32.56ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL33.33 136.68 103.352025000087MCMAHAN, TANNER CHASEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated348
Union CountyCorrection Listing ReportPage 30 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal77.70200.72123.02612373 PP 2021 8/9/2025 11,281 18,406 7,12538.8512.30 51.15ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL135.32 251.87 116.552025000087MCMAHAN, TANNER CHASEPublic Notes:605.271,252.90647.63620672 PP 2025 8/15/2025 74,083 143,320 69,23760.5464.76 125.30ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL712.39 1,378.20 665.812025000156EL GRACE TRANSPORT LLCPublic Notes:8.7312.914.18621200 PP 2025 8/5/2025 857 2,649 1,7920.870.42 1.29ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL4.60 14.20 9.602025000072CARPENTER, HAILEY MARIEPublic Notes:28.0356.0628.03625586 PP 2025 8/29/2025 4,287 8,574 4,2872.802.80 5.60ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL30.83 61.66 30.832025000336RODRIGUEZ, MARIELAPublic Notes:37.7775.5337.76625586 PP 2024 8/29/2025 4,513 9,026 4,5137.553.78 11.33ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL41.54 86.86 45.322025000336RODRIGUEZ, MARIELAPublic Notes:4.527.953.43640624 PP 2025 8/15/2025 713 1,650 9370.460.34 0.80ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3.77 8.75 4.982025000167HARTSVILLE AMUSMENT CO INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated349
Union CountyCorrection Listing ReportPage 31 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal7.60148.96141.36640988 PP 2025 8/15/2025 27,964 29,467 1,5030.760.00 0.76ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL141.36 149.72 8.362025000158CARTELLI, BRIAN ARDELLPublic Notes:60.2362.852.62646198 PP 2025 8/15/2025 300 7,189 6,8896.020.26 6.28ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL2.88 69.13 66.252025000162CAO, THEP BAPublic Notes:0.003.273.27646198 PP 2024 8/15/2025 300 300 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL3.27 3.27 0.002025000162CAO, THEP BAPublic Notes:562.02675.63113.61646243 PP 2025 8/19/2025 23,271 138,393 115,12256.2011.36 67.56ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL124.97 743.19 618.222025000201MANUS, COREY PATRICKPublic Notes:11.3911.390.00657877 PP 2024 8/12/2025 0 1,111 1,1112.280.00 2.28ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 13.67 13.672025000116INNOVATIVE SOURCING SOLUTIPublic Notes:15.1915.190.00657877 PP 2023 8/12/2025 0 1,497 1,4974.560.00 4.56ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 19.75 19.752025000116INNOVATIVE SOURCING SOLUTIPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated350
Union CountyCorrection Listing ReportPage 32 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal18.4218.420.00657877 PP 2022 8/12/2025 0 1,815 1,8157.370.00 7.37ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 25.79 25.792025000116INNOVATIVE SOURCING SOLUTIPublic Notes:8.558.550.00657877 PP 2021 8/12/2025 0 844 8444.280.00 4.28ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 12.83 12.832025000116INNOVATIVE SOURCING SOLUTIPublic Notes:10.9310.930.00657877 PP 2020 8/12/2025 0 935 9356.560.00 6.56ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 17.49 17.492025000116INNOVATIVE SOURCING SOLUTIPublic Notes:6,593.576,593.570.00658546 PP 2024 8/29/2025 0 604,637 604,6371,318.710.00 1,318.71ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7,912.28 7,912.282025000345ELITE INFRASTRUCTURE GROUPPublic Notes:262.14262.140.00661855 PP 2025 8/13/2025 0 41,308 41,30826.210.00 26.21ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 288.35 288.352025000123GHOST RIDER TRUCKING LLCPublic Notes:96.5196.510.00661858 PP 2025 8/29/2025 0 11,040 11,0409.650.00 9.65ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 106.16 106.162025000340SLINGSHOT TRUCKING LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated351
Union CountyCorrection Listing ReportPage 33 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal167.85167.850.00661860 PP 2025 8/22/2025 0 19,200 19,20016.790.00 16.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 184.64 184.642025000242GRAHAM, MARCUS JEROMEPublic Notes:232.28232.280.00661860 PP 2024 8/22/2025 0 21,300 21,30046.460.00 46.46ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 278.74 278.742025000242GRAHAM, MARCUS JEROMEPublic Notes:255.18255.180.00661860 PP 2023 8/22/2025 0 23,400 23,40076.550.00 76.55ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 331.73 331.732025000242GRAHAM, MARCUS JEROMEPublic Notes:258.45258.450.00661860 PP 2022 8/22/2025 0 23,700 23,700103.380.00 103.38ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 361.83 361.832025000242GRAHAM, MARCUS JEROMEPublic Notes:278.08278.080.00661860 PP 2021 8/22/2025 0 25,500 25,500139.040.00 139.04ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 417.12 417.122025000242GRAHAM, MARCUS JEROMEPublic Notes:371.83371.830.00661860 PP 2020 8/22/2025 0 27,600 27,600223.100.00 223.10ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 594.93 594.932025000242GRAHAM, MARCUS JEROMEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated352
Union CountyCorrection Listing ReportPage 34 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal112.53112.530.00661861 PP 2025 8/29/2025 0 17,395 17,39511.250.00 11.25ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 123.78 123.782025000338GEBREYOWHANES, ZENAWIPublic Notes:157.42157.420.00661861 PP 2024 8/29/2025 0 19,100 19,10031.480.00 31.48ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 188.90 188.902025000338GEBREYOWHANES, ZENAWIPublic Notes:158.15158.150.00661861 PP 2023 8/29/2025 0 19,355 19,35547.450.00 47.45ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 205.60 205.602025000338GEBREYOWHANES, ZENAWIPublic Notes:170.16170.160.00661861 PP 2022 8/29/2025 0 20,825 20,82568.060.00 68.06ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 238.22 238.222025000338GEBREYOWHANES, ZENAWIPublic Notes:184.17184.170.00661861 PP 2021 8/29/2025 0 22,540 22,54092.090.00 92.09ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 276.26 276.262025000338GEBREYOWHANES, ZENAWIPublic Notes:111.72111.720.00661864 PP 2025 8/29/2025 0 12,780 12,78011.170.00 11.17ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 122.89 122.892025000339HAMPTON, TRACEY BERNARD JRPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated353
Union CountyCorrection Listing ReportPage 35 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal153.11153.110.00661864 PP 2024 8/29/2025 0 14,040 14,04030.620.00 30.62ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 183.73 183.732025000339HAMPTON, TRACEY BERNARD JRPublic Notes:373.44373.440.00661871 PP 2025 8/29/2025 0 57,417 57,41737.340.00 37.34ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 410.78 410.782025000337JELAB LOGISTICS LLCPublic Notes:269.51269.510.00661872 PP 2024 8/11/2025 0 24,714 24,71453.900.00 53.90ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 323.41 323.412025000095BRODSKY, STEVEPublic Notes:5.545.540.00661891 PP 2024 8/15/2025 0 857 8571.110.00 1.11ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.65 6.652025000166CAUTHEN, TIMOTHY JAMESPublic Notes:5.665.660.00661891 PP 2023 8/15/2025 0 903 9031.700.00 1.70ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7.36 7.362025000166CAUTHEN, TIMOTHY JAMESPublic Notes:74.1874.180.00661926 PP 2024 8/13/2025 0 9,000 9,00014.840.00 14.84ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 89.02 89.022025000124LLTTOFAUS INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated354
Union CountyCorrection Listing ReportPage 36 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal40.4640.460.00662749 PP 2024 8/19/2025 0 4,750 4,7508.090.00 8.09ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 48.55 48.552025000197LAGUNA, MARTINAPublic Notes:11.0011.000.00662751 PP 2024 8/19/2025 0 1,710 1,7102.200.00 2.20ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 13.20 13.202025000194HOGBERG, COREY DANIELPublic Notes:50.1950.190.00662768 PP 2025 8/22/2025 0 9,827 9,8275.020.00 5.02ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 55.21 55.212025000239BENENHALEY, ROBIN GRIFFINPublic Notes:69.1569.150.00662768 PP 2024 8/22/2025 0 10,344 10,34413.830.00 13.83ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 82.98 82.982025000239BENENHALEY, ROBIN GRIFFINPublic Notes:71.6871.680.00662768 PP 2023 8/22/2025 0 10,889 10,88921.500.00 21.50ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 93.18 93.182025000239BENENHALEY, ROBIN GRIFFINPublic Notes:74.7474.740.00662768 PP 2022 8/22/2025 0 11,462 11,46229.900.00 29.90ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 104.64 104.642025000239BENENHALEY, ROBIN GRIFFINPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated355
Union CountyCorrection Listing ReportPage 37 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal78.6878.680.00662768 PP 2021 8/22/2025 0 12,065 12,06539.340.00 39.34ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 118.02 118.022025000239BENENHALEY, ROBIN GRIFFINPublic Notes:9.829.820.00663488 PP 2025 8/19/2025 0 2,050 2,0500.980.00 0.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 10.80 10.8020250002042ND MILE RIDERS CMA CHAPTEPublic Notes:71.1271.120.00663492 PP 2025 8/20/2025 0 14,250 14,2507.120.00 7.12ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 78.24 78.242025000208MCFADDEN, DEAN CLARKPublic Notes:42.1342.130.00664222 PP 2025 8/11/2025 0 8,433 8,4334.210.00 4.21ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 46.34 46.342025000098BAILEY, HAZELPublic Notes:57.9657.960.00664222 PP 2024 8/11/2025 0 8,878 8,87811.590.00 11.59ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 69.55 69.552025000098BAILEY, HAZELPublic Notes:59.1559.150.00664222 PP 2023 8/11/2025 0 9,345 9,34517.750.00 17.75ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 76.90 76.902025000098BAILEY, HAZELPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated356
Union CountyCorrection Listing ReportPage 38 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal62.5662.560.00664222 PP 2022 8/11/2025 0 9,837 9,83725.020.00 25.02ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 87.58 87.582025000098BAILEY, HAZELPublic Notes:65.8665.860.00664222 PP 2021 8/11/2025 0 10,355 10,35532.930.00 32.93ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 98.79 98.792025000098BAILEY, HAZELPublic Notes:964.99964.990.00664937 PP 2025 8/9/2025 0 110,385 110,38596.500.00 96.50ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 1,061.49 1,061.492025000092BENTON, DAVID RANDALL& BENTON, PENNYPublic Notes:1,267.111,267.110.00664937 PP 2024 8/9/2025 0 116,195 116,195253.420.00 253.42ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 1,520.53 1,520.532025000092BENTON, DAVID RANDALL& BENTON, PENNYPublic Notes:4.234.230.00664958 PP 2025 8/9/2025 0 880 8800.420.00 0.42ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.65 4.652025000088BURRIS, FRANCIS NELSONPublic Notes:5.715.710.00664958 PP 2024 8/9/2025 0 891 8911.140.00 1.14ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.85 6.852025000088BURRIS, FRANCIS NELSONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated357
Union CountyCorrection Listing ReportPage 39 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal5.885.880.00664958 PP 2023 8/9/2025 0 934 9341.760.00 1.76ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7.64 7.642025000088BURRIS, FRANCIS NELSONPublic Notes:3.093.090.00664958 PP 2022 8/9/2025 0 491 4911.240.00 1.24ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.33 4.332025000088BURRIS, FRANCIS NELSONPublic Notes:3.043.040.00664958 PP 2021 8/9/2025 0 484 4841.520.00 1.52ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.56 4.562025000088BURRIS, FRANCIS NELSONPublic Notes:64.2564.250.00664963 PP 2024 8/29/2025 0 7,905 7,9050.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 64.25 64.252025000341Public Notes:322.04322.040.00664965 PP 2025 8/9/2025 0 61,823 61,82332.200.00 32.20ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 354.24 354.242025000086LOVETTE, GREGORY SHAWN& LOVETTE, CHRISTYPublic Notes:79.9579.950.00664966 PP 2024 8/12/2025 0 12,248 12,2480.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 79.95 79.952025000102Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated358
Union CountyCorrection Listing ReportPage 40 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal27.5527.550.00664968 PP 2024 8/11/2025 0 4,220 4,2200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 27.55 27.552025000099Public Notes:3.133.130.00664969 PP 2025 8/9/2025 0 616 6160.310.00 0.31ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 3.44 3.442025000090MACOMBER, CLIFTON EVANSPublic Notes:4.384.380.00664969 PP 2024 8/9/2025 0 648 6480.880.00 0.88ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 5.26 5.262025000090MACOMBER, CLIFTON EVANSPublic Notes:4.574.570.00664969 PP 2023 8/9/2025 0 682 6821.370.00 1.37ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 5.94 5.942025000090MACOMBER, CLIFTON EVANSPublic Notes:4.814.810.00664969 PP 2022 8/9/2025 0 718 7181.920.00 1.92ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.73 6.732025000090MACOMBER, CLIFTON EVANSPublic Notes:5.065.060.00664969 PP 2021 8/9/2025 0 756 7562.530.00 2.53ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7.59 7.592025000090MACOMBER, CLIFTON EVANSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated359
Union CountyCorrection Listing ReportPage 41 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal6.346.340.00664969 PP 2020 8/9/2025 0 796 7963.800.00 3.80ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 10.14 10.142025000090MACOMBER, CLIFTON EVANSPublic Notes:3.723.720.00664974 PP 2025 8/9/2025 0 774 7740.370.00 0.37ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 4.09 4.092025000085MENDEZ, DUNIESKYPublic Notes:5.235.230.00664974 PP 2024 8/9/2025 0 815 8151.050.00 1.05ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.28 6.282025000085MENDEZ, DUNIESKYPublic Notes:5.455.450.00664974 PP 2023 8/9/2025 0 857 8571.640.00 1.64ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 7.09 7.092025000085MENDEZ, DUNIESKYPublic Notes:5.745.740.00664974 PP 2022 8/9/2025 0 903 9032.300.00 2.30ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 8.04 8.042025000085MENDEZ, DUNIESKYPublic Notes:6.036.030.00664974 PP 2021 8/9/2025 0 950 9503.020.00 3.02ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 9.05 9.052025000085MENDEZ, DUNIESKYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated360
Union CountyCorrection Listing ReportPage 42 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal32.0432.040.00664985 PP 2025 8/11/2025 0 3,665 3,6653.200.00 3.20ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 35.24 35.242025000096BLACK, BOBBY RAY JRPublic Notes:42.0742.070.00664985 PP 2024 8/11/2025 0 3,858 3,8588.410.00 8.41ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 50.48 50.482025000096BLACK, BOBBY RAY JRPublic Notes:44.2944.290.00664985 PP 2023 8/11/2025 0 4,061 4,06113.290.00 13.29ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 57.58 57.582025000096BLACK, BOBBY RAY JRPublic Notes:46.6246.620.00664985 PP 2022 8/11/2025 0 4,275 4,27518.650.00 18.65ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 65.27 65.272025000096BLACK, BOBBY RAY JRPublic Notes:7.817.810.00664992 PP 2025 8/11/2025 0 1,230 1,2300.780.00 0.78ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 8.59 8.592025000097BOWLES, DAVID ALEXANDERPublic Notes:10.5310.530.00664992 PP 2024 8/11/2025 0 1,295 1,2952.110.00 2.11ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 12.64 12.642025000097BOWLES, DAVID ALEXANDERPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated361
Union CountyCorrection Listing ReportPage 43 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal11.0511.050.00664992 PP 2023 8/11/2025 0 1,363 1,3633.320.00 3.32ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 14.37 14.372025000097BOWLES, DAVID ALEXANDERPublic Notes:22.0722.070.00665002 PP 2025 8/15/2025 0 4,750 4,7502.210.00 2.21ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 24.28 24.282025000161CARROLL, NOAH DANIELPublic Notes:24.2224.220.00665004 PP 2025 8/15/2025 0 4,649 4,6492.420.00 2.42ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 26.64 26.642025000160CARO, SERGIO MICHAELPublic Notes:299.81299.810.00665005 PP 2025 8/11/2025 0 34,295 34,29529.980.00 29.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 329.79 329.792025000094BUHL, DILLON PATRICKPublic Notes:393.67393.670.00665005 PP 2024 8/11/2025 0 36,100 36,10078.730.00 78.73ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 472.40 472.402025000094BUHL, DILLON PATRICKPublic Notes:156.02156.020.00665007 PP 2025 8/9/2025 0 32,490 32,49015.600.00 15.60ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 171.62 171.622025000093BURKE, GRAHAM DANIEL& BURKE, MONICAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated362
Union CountyCorrection Listing ReportPage 44 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal218.98218.980.00665007 PP 2024 8/9/2025 0 34,200 34,20043.800.00 43.80ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 262.78 262.782025000093BURKE, GRAHAM DANIEL& BURKE, MONICAPublic Notes:22.4922.490.00665032 PP 2025 8/13/2025 0 2,573 2,5732.250.00 2.25ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 24.74 24.742025000140AGUILAR CASTRO, JONATHANPublic Notes:29.5329.530.00665032 PP 2024 8/13/2025 0 2,708 2,7085.910.00 5.91ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 35.44 35.442025000140AGUILAR CASTRO, JONATHANPublic Notes:31.0931.090.00665032 PP 2023 8/13/2025 0 2,851 2,8519.330.00 9.33ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 40.42 40.422025000140AGUILAR CASTRO, JONATHANPublic Notes:32.7332.730.00665032 PP 2022 8/13/2025 0 3,001 3,00113.090.00 13.09ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 45.82 45.822025000140AGUILAR CASTRO, JONATHANPublic Notes:34.4534.450.00665032 PP 2021 8/13/2025 0 3,159 3,15917.230.00 17.23ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 51.68 51.682025000140AGUILAR CASTRO, JONATHANPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated363
Union CountyCorrection Listing ReportPage 45 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal92.6592.650.00666173 PP 2024 8/12/2025 0 11,072 11,0720.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 92.65 92.652025000112Public Notes:8.818.810.00666177 PP 2025 8/29/2025 0 1,354 1,3540.880.00 0.88ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 9.69 9.692025000344Public Notes:57.8957.890.00666183 PP 2025 8/29/2025 0 12,460 12,4605.790.00 5.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 63.68 63.682025000334GLASS, JASON LEEPublic Notes:6.876.870.00666184 PP 2024 8/12/2025 0 1,038 1,0380.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 6.87 6.872025000111Public Notes:55.6355.630.00666861 PP 2024 8/12/2025 0 6,750 6,7500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 55.63 55.632025000109Public Notes:29.4229.420.00666862 PP 2025 8/29/2025 0 5,790 5,7902.940.00 2.94ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 32.36 32.362025000335KEZIAH, CASEY DANPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated364
Union CountyCorrection Listing ReportPage 46 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal43.4543.450.00666862 PP 2024 8/29/2025 0 6,430 6,4308.690.00 8.69ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 52.14 52.142025000335KEZIAH, CASEY DANPublic Notes:56.4156.410.00667938 PP 2024 8/12/2025 0 8,642 8,6420.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 56.41 56.412025000108Public Notes:9.899.890.00667939 PP 2024 8/12/2025 0 1,515 1,5150.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 9.89 9.892025000107Public Notes:372.30372.300.00667942 PP 2024 8/12/2025 0 55,733 55,7330.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 372.30 372.302025000106Public Notes:28.9228.920.00668533 PP 2024 8/12/2025 0 2,853 2,8530.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 28.92 28.922025000105Public Notes:313.34313.340.00668534 PP 2024 8/12/2025 0 48,000 48,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 313.34 313.342025000104Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated365
Union CountyCorrection Listing ReportPage 47 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal10,490.4010,490.400.00669079 PP 2025 8/20/2025 0 1,200,000 1,200,0001,049.040.00 1,049.04ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 11,539.44 11,539.442025000209CIELOS CAPITAL LLC& CHARLOTTE ZOOKEEPER LLCPublic Notes:Tax 7,683,828.56 7,795,876.34 112,047.78Totals for Type Value Change - Discovery : ValueLL 3,042.80 21,897.56 18,854.76683,676,895 695,768,665 12,091,770Tax TTL 7,686,871.36 7,817,773.90 130,902.54 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0080.8880.8801060013A RE 2025 8/12/2025 16,000 16,000 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL80.88 80.88 0.002025000118SIMPSON, SHAWN CANNON& SIMPSON, RODNEY GPublic Notes:(69.76)0.0069.7601234028D RE 2025 8/26/2025 13,800 0 (13,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00ACREAGE CHANGETax TTL69.76 0.00 (69.76)2025000282TYSON, HANNAH C& TYSON, KELLYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated366
Union CountyCorrection Listing ReportPage 48 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(275.16)310.24585.4002114110 RE 2025 8/27/2025 116,800 61,900 (54,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL585.40 310.24 (275.16)2025000314MCCRACKEN, WARRENPublic Notes:(367.93)2,673.733,041.6602230064 RE 2025 8/27/2025 601,000 528,300 (72,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,041.66 2,673.73 (367.93)2025000313OXENDINE, BILLY KEITHPublic Notes:(316.31)1,434.291,750.6002242028D RE 2025 8/21/2025 345,900 283,400 (62,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1,750.60 1,434.29 (316.31)2025000219EDWARDS, PENNY GREENE& EDWARDS, ALLEN SCOTTPublic Notes:(298.22)2,227.332,525.5502303029 RE 2025 8/27/2025 503,900 444,400 (59,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,525.55 2,227.33 (298.22)2025000312AMUNDSEN, DAVID M& AMUNDSEN, DIANE FPublic Notes:(2,299.80)2,550.374,850.1702310040 RE 2025 8/21/2025 499,400 262,600 (236,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,850.17 2,550.37 (2,299.80)2025000220ELKIN, JANE MCBRYDEPublic Notes:(395.28)5,059.955,455.2302311028 RE 2025 8/27/2025 561,700 521,000 (40,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,455.23 5,059.95 (395.28)2025000311LITTLE, ELLEN JOYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated367
Union CountyCorrection Listing ReportPage 49 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(217.55)948.861,166.4102315009 RE 2025 8/27/2025 120,100 97,700 (22,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,166.41 948.86 (217.55)2025000310CHAMBERS, MAGALENE& CHAMBERS, MICHAELPublic Notes:(6,730.42)14,575.7721,306.1902316016 RE 2025 8/22/2025 2,193,800 1,500,800 (693,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL21,306.19 14,575.77 (6,730.42)2025000236NEW MILL TREE APARTMENTS LPublic Notes:(132.09)2,195.882,327.9702321032 RE 2025 8/27/2025 239,700 226,100 (13,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,327.97 2,195.88 (132.09)2025000309GRACE, ROSA HPublic Notes:(425.60)3,012.183,437.7804087014D RE 2025 8/27/2025 718,900 629,900 (89,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,437.78 3,012.18 (425.60)2025000307MANGUM, GERALD WPublic Notes:(405.03)4,508.954,913.9804117029 RE 2025 8/12/2025 1,027,600 942,900 (84,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,913.98 4,508.95 (405.03)2025000120HELMS, RHONDA MARIEPublic Notes:(258.10)4,032.884,290.9804237027 RE 2025 8/21/2025 931,000 875,000 (56,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,290.98 4,032.88 (258.10)2025000222FAASSEN, JONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated368
Union CountyCorrection Listing ReportPage 50 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(339.95)1,780.182,120.1304347021 RE 2025 8/21/2025 442,800 371,800 (71,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,120.13 1,780.18 (339.95)2025000224SATURLEY, JOSEPH H& SATURLEY, MARGARET HPublic Notes:(687.65)6,239.726,927.3705063105 RE 2025 8/21/2025 1,442,600 1,299,400 (143,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL6,927.37 6,239.72 (687.65)2025000223BLACK, DAVID P& BLACK, SHONNA LPublic Notes:(856.68)7,978.048,834.7205090007H RE 2025 8/12/2025 1,839,800 1,661,400 (178,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,834.72 7,978.04 (856.68)2025000119ADLER TRUSTPublic Notes:(75.98)1,930.382,006.3606003054 RE 2025 8/26/2025 411,900 396,300 (15,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,006.36 1,930.38 (75.98)2025000270ETHERIDGE, TERRY L TRUSTEEPublic Notes:(183.51)3,488.223,671.7306027189 RE 2025 8/26/2025 790,300 750,800 (39,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,671.73 3,488.22 (183.51)2025000269RUSSELL, SHELIA& RUSSELL, THOMAS JERRYPublic Notes:(254.28)2,659.402,913.6806033302 RE 2025 8/12/2025 605,000 552,200 (52,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,913.68 2,659.40 (254.28)2025000117MUHLITNER, NANCY& MUHLITNER, ERICPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated369
Union CountyCorrection Listing ReportPage 51 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(469.08)4,053.164,522.2406045067 RE 2025 8/13/2025 928,400 832,100 (96,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,522.24 4,053.16 (469.08)2025000128VICKERS, JULIE A TRUSTEE& VICKERS JULIE REVOCABLEPublic Notes:(101.80)3,361.483,463.2806048490 RE 2025 8/25/2025 711,000 690,100 (20,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,463.28 3,361.48 (101.80)2025000268BENNETT, HAROLD& BENNETT, BERDINA APublic Notes:(409.68)6,028.176,437.8506066280 RE 2025 8/26/2025 1,288,600 1,206,600 (82,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,437.85 6,028.17 (409.68)2025000276GALLAGHER, LOUISA& GALLAGHER, SEANPublic Notes:(451.14)5,954.236,405.3706066284 RE 2025 8/26/2025 1,282,100 1,191,800 (90,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,405.37 5,954.23 (451.14)2025000275MILES, ELIZABETH& MILES, MARC EPublic Notes:(1,043.96)7,758.828,802.7806069003K RE 2025 8/26/2025 1,894,700 1,670,000 (224,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,802.78 7,758.82 (1,043.96)2025000274BUTLER, KAROLYN J& BUTLER, ANTHONY GPublic Notes:(1,351.06)7,347.658,698.7106069005A RE 2025 8/26/2025 1,872,300 1,581,500 (290,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,698.71 7,347.65 (1,351.06)2025000273ROBERTSON, RONALD EPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated370
Union CountyCorrection Listing ReportPage 52 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(737.32)5,525.956,263.2706069005G RE 2025 8/26/2025 1,348,100 1,189,400 (158,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,263.27 5,525.95 (737.32)2025000272SCHROEDER, CYNTHIA DIANE& SCHROEDER, STEVEN KENNEPublic Notes:(169.37)3,517.183,686.5506069113 RE 2025 8/25/2025 737,900 704,000 (33,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,686.55 3,517.18 (169.37)2025000267LOUVIER, RAYMOND A III& LOUVIER, TRACY LYNNPublic Notes:(183.98)4,153.994,337.9706072242 RE 2025 8/25/2025 933,700 894,100 (39,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,337.97 4,153.99 (183.98)2025000255GRAY, ANDREW FRANKLIN& GRAY, OLIVIA REIDPublic Notes:(312.75)6,306.956,619.7006090114 RE 2025 8/13/2025 1,325,000 1,262,400 (62,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,619.70 6,306.95 (312.75)2025000127SHRESTHA, MANIJ& SHRESTHA, BIDHYAPublic Notes:(343.23)1,482.811,826.0406096001 RE 2025 8/25/2025 365,500 296,800 (68,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,826.04 1,482.81 (343.23)2025000257FRAZIER, DOTTIE MADONNAPublic Notes:(1,094.62)5,638.996,733.6106096127A RE 2025 8/25/2025 1,347,800 1,128,700 (219,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,733.61 5,638.99 (1,094.62)2025000256ATKINS, JOHN NEIL& ATKINS, KRISTYN TPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated371
Union CountyCorrection Listing ReportPage 53 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,405.38)5,065.946,471.3206099223 RE 2025 8/25/2025 1,295,300 1,014,000 (281,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,471.32 5,065.94 (1,405.38)2025000245YOUNG, RICHARD& YOUNG, LAURAPublic Notes:(382.83)7,104.207,487.0306102063 RE 2025 8/25/2025 1,611,500 1,529,100 (82,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,487.03 7,104.20 (382.83)2025000246MALHOTRA, MONICA& MALIK, RICKYPublic Notes:(547.30)9,397.939,945.2306102230 RE 2025 8/25/2025 2,140,600 2,022,800 (117,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,945.23 9,397.93 (547.30)2025000247JONES, MARAYAM& JONES, RYANPublic Notes:(613.74)11,578.7612,192.5006102238 RE 2025 8/25/2025 2,624,300 2,492,200 (132,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL12,192.50 11,578.76 (613.74)2025000248HOLEVAS, JIMMY G& HOLEVAS, VICKIE SPublic Notes:(240.66)9,575.879,816.5306102271 RE 2025 8/25/2025 2,112,900 2,061,100 (51,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,816.53 9,575.87 (240.66)2025000249SMITH, SHARI B& SMITH, C WILLIAM JRPublic Notes:(329.86)9,876.4710,206.3306102290 RE 2025 8/25/2025 2,196,800 2,125,800 (71,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL10,206.33 9,876.47 (329.86)2025000250HART, DONALD ANTHONY& HART, DEBRAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated372
Union CountyCorrection Listing ReportPage 54 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(167.13)5,546.985,714.1106108576 RE 2025 8/13/2025 741,900 720,200 (21,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL5,714.11 5,546.98 (167.13)2025000132RONAYNE, THERESA HARMON TR& RONAYNE REVOCABLE TRUSTPublic Notes:(18.59)320.57339.1606117003A RE 2025 8/13/2025 73,000 69,000 (4,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL339.16 320.57 (18.59)2025000139VUONG, STEVEN NHAN& VUONG, BRITTANYPublic Notes:(242.31)6,403.876,646.1806117236 RE 2025 8/25/2025 1,330,300 1,281,800 (48,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,646.18 6,403.87 (242.31)2025000254TILLMAN, HOLLEY ROGERS& TILLMAN, CHAD DUSTINPublic Notes:(291.27)4,316.044,607.3106120103 RE 2025 8/25/2025 922,200 863,900 (58,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,607.31 4,316.04 (291.27)2025000264JEFFORDS, DEBORAH S& JEFFORDS, SENDEK LPublic Notes:(91.42)3,227.923,319.3406120245 RE 2025 8/25/2025 664,400 646,100 (18,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,319.34 3,227.92 (91.42)2025000265GILMER, CAROLYN DPublic Notes:(393.18)5,412.175,805.3506123019B RE 2025 8/25/2025 1,162,000 1,083,300 (78,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,805.35 5,412.17 (393.18)2025000266CALLIS, ELIZABETH HOWIE& CALLIS, SHANE JOHNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated373
Union CountyCorrection Listing ReportPage 55 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,326.14)6,707.639,033.7706129059 RE 2025 8/13/2025 1,808,200 1,342,600 (465,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,033.77 6,707.63 (2,326.14)2025000126WOOD, SONIA& WOOD, ADAMPublic Notes:(982.71)4,322.045,304.7506129117 RE 2025 8/25/2025 1,061,800 865,100 (196,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,304.75 4,322.04 (982.71)2025000263IOFFE, NICOLE& IOFFE, DMITRIYPublic Notes:(4,340.59)0.004,340.5906138028 RE 2024 8/18/2025 677,900 0 (677,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.004,340.59TAX CODECHANGETax TTL4,340.59 0.00 (4,340.59)2025000176HELMS, JEFFREY& HELMS, ERICAPublic Notes:(3,856.25)0.003,856.2506138028 RE 2023 8/18/2025 612,200 0 (612,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.003,962.30TAX CODECHANGETax TTL3,856.25 0.00 (3,856.25)2025000176HELMS, JEFFREY& HELMS, ERICAPublic Notes:(333.85)0.00333.8506138028 RE 2022 8/18/2025 53,000 0 (53,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00333.85TAX CODECHANGETax TTL333.85 0.00 (333.85)2025000176HELMS, JEFFREY& HELMS, ERICAPublic Notes:(438.12)4,635.785,073.9006156004B RE 2025 8/25/2025 1,092,100 997,800 (94,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,073.90 4,635.78 (438.12)2025000262TURCOTTE, RIZALYN L& TURCOTTE, DANIEL OPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated374
Union CountyCorrection Listing ReportPage 56 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(405.77)1,739.762,145.5306168067 RE 2025 8/26/2025 446,800 362,300 (84,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,145.53 1,739.76 (405.77)2025000277O'NEAL, ESTA TRUSTEE& O'NEAL, KEITH TRUSTEEPublic Notes:(1,155.08)7,979.119,134.1906174073 RE 2025 8/25/2025 1,828,300 1,597,100 (231,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,134.19 7,979.11 (1,155.08)2025000261PURVIANCE, KATHERINE& PURVIANCE, ROBERT JPublic Notes:(513.88)6,177.916,691.7906186430 RE 2025 8/13/2025 886,800 818,700 (68,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,691.79 6,177.91 (513.88)2025000141THAKKAR, HETAL A& THAKKAR, ANKIT DPublic Notes:(508.40)4,928.235,436.6306189032 RE 2025 8/19/2025 1,043,700 946,100 (97,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,436.63 4,928.23 (508.40)2025000193BARRY, DEBORAHPublic Notes:(1,177.76)5,070.446,248.2006189058 RE 2025 8/21/2025 1,199,500 973,400 (226,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,248.20 5,070.44 (1,177.76)2025000225SMITH, BEVERLY L& SMITH, BERNARD LPublic Notes:(636.97)0.00636.9706201647 RE 2025 8/25/2025 137,100 0 (137,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL636.97 0.00 (636.97)2025000251HUNTER OAKS COMMUNITY ASSOPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated375
Union CountyCorrection Listing ReportPage 57 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(710.84)5,449.766,160.6006204118 RE 2025 8/21/2025 1,326,000 1,173,000 (153,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,160.60 5,449.76 (710.84)2025000226KENNEDY, JERMAINE LPublic Notes:(237.57)0.00237.570639006A RE 2025 8/25/2025 47,600 0 (47,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL237.57 0.00 (237.57)2025000252SELBY, PANDORA& ROBINSON, JULIAPublic Notes:(280.00)0.00280.000639006B RE 2025 8/25/2025 56,100 0 (56,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL280.00 0.00 (280.00)2025000253SELBY, PANDORA& ROBINSON, JULIAPublic Notes:(940.64)507.041,447.6807012002 RE 2025 8/13/2025 165,600 58,000 (107,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,447.68 507.04 (940.64)2025000131PENSCO TRUST CO CUSTODIAN& PENSCO TRUST CO CUSTODIPublic Notes:(175.50)4,467.124,642.6207024018J RE 2025 8/27/2025 973,500 936,700 (36,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,642.62 4,467.12 (175.50)2025000315HELMS, ZACHARY GARRETT& HELMS, LAUREN ELIZABETHPublic Notes:(198.44)2,890.113,088.5507027799 RE 2025 8/13/2025 353,300 330,600 (22,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,088.55 2,890.11 (198.44)2025000130ALI, MOOSAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated376
Union CountyCorrection Listing ReportPage 58 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(253.04)4,296.394,549.4307033033 RE 2025 8/13/2025 683,200 645,200 (38,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,549.43 4,296.39 (253.04)2025000129COX, JANE GILLIAM& COX, CRAIG LOUISPublic Notes:(285.68)1,295.841,581.5207054250 RE 2025 8/13/2025 237,500 194,600 (42,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,581.52 1,295.84 (285.68)2025000134MCCRIMMON, MARTHA WPublic Notes:(315.70)3,569.603,885.3007057016A RE 2025 8/27/2025 814,700 748,500 (66,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,885.30 3,569.60 (315.70)2025000316SHOBERT, ELAINE C& SHOBERT, JEFFREY SPublic Notes:(154.49)2,285.372,439.8607057631 RE 2025 8/27/2025 366,400 343,200 (23,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,439.86 2,285.37 (154.49)2025000317JOHNSON, JOHN R IIPublic Notes:(150.73)4,169.924,320.6507058412 RE 2025 8/21/2025 667,900 644,600 (23,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,320.65 4,169.92 (150.73)2025000228KLINGLER, SARAH M& KLINGLER, JASON TPublic Notes:(99.62)1,493.691,593.3107066011 RE 2025 8/21/2025 246,300 230,900 (15,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00IMPROVEMENTREMOVED FROMPROPERTYTax TTL1,593.31 1,493.69 (99.62)2025000218PJJ HOLDINGS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated377
Union CountyCorrection Listing ReportPage 59 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(667.60)775.571,443.1707066011 RE 2024 8/21/2025 175,100 94,100 (81,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00517.75IMPROVEMENTREMOVED FROMPROPERTYTax TTL1,443.17 775.57 (667.60)2025000218PJJ HOLDINGS LLCPublic Notes:(661.85)768.891,430.7407066011 RE 2023 8/21/2025 175,100 94,100 (81,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00512.00IMPROVEMENTREMOVED FROMPROPERTYTax TTL1,430.74 768.89 (661.85)2025000218PJJ HOLDINGS LLCPublic Notes:(6,452.18)5,838.2712,290.4507066013B RE 2025 8/13/2025 1,899,900 902,500 (997,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL12,290.45 5,838.27 (6,452.18)2025000133FAITH COMMERCIAL PARTNERSPublic Notes:(4,822.26)0.004,822.2607099011C01 RE 2025 8/28/2025 1,003,800 0 (1,003,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,822.26 0.00 (4,822.26)2025000331TTJ PROPERTIES LLCPublic Notes:(239.64)2,649.492,889.1307129757 RE 2025 8/21/2025 431,600 395,800 (35,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,889.13 2,649.49 (239.64)2025000227LANGLEY, TABBETHAPublic Notes:(360.71)4,181.154,541.8607138089 RE 2025 8/25/2025 909,100 836,900 (72,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,541.86 4,181.15 (360.71)2025000258DEMBY, RODNEY L& DEMBY, KAREN CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated378
Union CountyCorrection Listing ReportPage 60 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(81.67)3,510.763,592.4307141135 RE 2025 8/25/2025 747,800 730,800 (17,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,592.43 3,510.76 (81.67)2025000259SHEA, KELLY E& SHEA, KEITH MPublic Notes:(245.01)1,445.521,690.5307147137B RE 2025 8/25/2025 351,900 300,900 (51,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,690.53 1,445.52 (245.01)2025000260GUILLEN, SHARON K& GUILLEN, JIMMIE LEEPublic Notes:(243.42)1,751.771,995.1908231008H RE 2025 8/27/2025 392,600 344,700 (47,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,995.19 1,751.77 (243.42)2025000324FENNER, RICK SPublic Notes:(172.78)3,154.913,327.6908231118 RE 2025 8/21/2025 654,800 620,800 (34,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,327.69 3,154.91 (172.78)2025000221ZANDROWICZ, SANDRA DPublic Notes:(295.85)1,704.792,000.6408264001E RE 2025 8/27/2025 409,800 349,200 (60,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,000.64 1,704.79 (295.85)2025000325PRICE, BRITTANY MICHELLEPublic Notes:(484.83)1,692.812,177.6408264022E RE 2025 8/28/2025 428,500 333,100 (95,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,177.64 1,692.81 (484.83)2025000332SEALS, MONICA RPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated379
Union CountyCorrection Listing ReportPage 61 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(228.97)666.39895.3608267002G RE 2025 8/28/2025 183,400 136,500 (46,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL895.36 666.39 (228.97)2025000333STALLINGS, JEFFREY SHERRILPublic Notes:(509.40)3,675.474,184.8708291058 RE 2025 8/27/2025 633,400 556,300 (77,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,184.87 3,675.47 (509.40)2025000322BUSKEY, DAVID J& BUSKEY, CHEREE NPublic Notes:(108.37)1,619.281,727.6508303016A RE 2025 8/27/2025 357,100 334,700 (22,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,727.65 1,619.28 (108.37)2025000323SPRAGUE, GORDON STAFFORD IPublic Notes:(185.78)5,588.905,774.6808324034 RE 2025 8/27/2025 867,200 839,300 (27,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,774.68 5,588.90 (185.78)2025000321PARK, KEY JA& PARK, TAE YOUNGPublic Notes:(370.24)4,528.794,899.0308324106 RE 2025 8/27/2025 735,700 680,100 (55,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,899.03 4,528.79 (370.24)2025000320SOLLENBERGER, SARAH& SOLLENBERGER, NATHANPublic Notes:(117.87)4,215.814,333.6808324224 RE 2025 8/27/2025 650,800 633,100 (17,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00117.87CHANGE VALUEDUE TO AN APPEALTax TTL4,333.68 4,215.81 (117.87)2025000319BREECE, DEBORAH R TRUSTEEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated380
Union CountyCorrection Listing ReportPage 62 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(334.95)771.981,106.9309022071 RE 2025 8/26/2025 146,400 102,100 (44,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.00334.95CHANGE VALUEDUE TO AN APPEALTax TTL1,106.93 771.98 (334.95)2025000283PARKER, MILDRED C& PARKER, WILLIAM LPublic Notes:(451.44)1,930.272,381.7109028020 RE 2025 8/27/2025 470,600 381,400 (89,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,381.71 1,930.27 (451.44)2025000299EDELIN, MARY& EDELIN, JOSEPH B JRPublic Notes:(228.34)2,830.843,059.1809049002U RE 2025 8/27/2025 404,600 374,400 (30,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,059.18 2,830.84 (228.34)2025000300BEAMON, SHERIKA& BEAMON, LAVORISPublic Notes:(290.23)1,431.071,721.3009084011 RE 2025 8/27/2025 196,900 163,700 (33,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,721.30 1,431.07 (290.23)2025000301BROWER, RACHEL& BROWER, RICHARD MARSHALPublic Notes:(570.37)2,100.322,670.6909093008A RE 2025 8/27/2025 527,700 415,000 (112,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,670.69 2,100.32 (570.37)2025000302MOORE, JOHN ADAMPublic Notes:(75.55)866.50942.0509096004 RE 2025 8/27/2025 197,000 181,200 (15,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL942.05 866.50 (75.55)2025000303DECKER, RICHARD& DECKER, LUCILAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated381
Union CountyCorrection Listing ReportPage 63 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(811.26)4,213.645,024.9009105050 RE 2025 8/27/2025 574,800 482,000 (92,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,024.90 4,213.64 (811.26)2025000304BENNETT, TRAVIS R& BENNETT, ANDREA MPublic Notes:(460.70)2,913.713,374.4109105171 RE 2025 8/27/2025 386,000 333,300 (52,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,374.41 2,913.71 (460.70)2025000305CARLSON, MELANIE C& CARLSON, WILLIAM EPublic Notes:(617.19)7,747.168,364.3509105175 RE 2025 8/27/2025 956,800 886,200 (70,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,364.35 7,747.16 (617.19)2025000306OUTLAW, RANDY CLAYTON& OUTLAW, TERESA RICHARDSPublic Notes:(1,209.02)5,682.306,891.3209226123A RE 2025 8/22/2025 788,300 650,000 (138,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,891.32 5,682.30 (1,209.02)2025000238ONE HOUR MODERNIZING OF NCPublic Notes:(1,133.84)1,931.983,065.8209235006 RE 2025 8/25/2025 350,700 221,000 (129,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,065.82 1,931.98 (1,133.84)2025000243JT BURNS & CO LLCPublic Notes:(193.69)1,769.881,963.5709247045 RE 2025 8/13/2025 434,900 392,000 (42,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL1,963.57 1,769.88 (193.69)2025000138GARCIA, MICHAEL P& GARCIA, CINDY DPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated382
Union CountyCorrection Listing ReportPage 64 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(627.68)3,965.374,593.0509295055 RE 2025 8/12/2025 525,400 453,600 (71,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,593.05 3,965.37 (627.68)2025000110MEKUS, ROCHELLE M& MEKUS, JAMIE LPublic Notes:(645.16)435.131,080.2909298057 RE 2025 8/22/2025 123,575 49,775 (73,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,080.29 435.13 (645.16)2025000234SARLOVSKA, JELENAPublic Notes:(18.87)24.6743.5409405035 RE 2025 8/25/2025 9,000 5,100 (3,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL43.54 24.67 (18.87)2025000244RIENDEAU, VICKI& RIENDEAU, JAMESPublic Notes:(137.20)0.00137.20383857 PP 2025 8/26/2025 17,813 0 (17,813)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL137.20 0.00 (137.20)2025000290SANCHEZ, ARTEMIOPublic Notes:(40.22)0.0040.22400319 PP 2025 8/26/2025 8,401 0 (8,401)(4.02)4.02 0.00ValueLLTaxINT0.000.00 0.0044.24SOLD PP ASSETTax TTL44.24 0.00 (44.24)2025000289WARD, MICHAEL PATRICKPublic Notes:(1,018.85)0.001,018.85406855 PP 2023 8/20/2025 152,203 0 (152,203)(101.89)101.89 0.00ValueLLTaxINT0.000.00 0.0086.35BUSINESS CLOSEDTax TTL1,120.74 0.00 (1,120.74)2025000206Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated383
Union CountyCorrection Listing ReportPage 65 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(24.53)237.10261.63409305 PP 2025 8/9/2025 56,314 51,034 (5,280)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL261.63 237.10 (24.53)2025000084DLL FINANCE LLCPublic Notes:(13.11)0.0013.11409888 PP 2025 8/15/2025 1,500 0 (1,500)(1.31)1.31 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL14.42 0.00 (14.42)2025000163FINAL TOUCH CONSTRUCTION IPublic Notes:(16.36)0.0016.36409888 PP 2024 8/15/2025 1,500 0 (1,500)(1.64)1.64 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL18.00 0.00 (18.00)2025000163FINAL TOUCH CONSTRUCTION IPublic Notes:0.008,388.018,388.01409908 PP 2025 8/29/2025 1,610,291 1,610,291 0(838.80)838.80 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL9,226.81 8,388.01 (838.80)2025000343FIRETHORNE COUNTRY CLUBPublic Notes:(26.96)49.5376.49410185 PP 2025 8/26/2025 11,426 7,399 (4,027)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL76.49 49.53 (26.96)2025000293GENEVA CAPITAL LLCPublic Notes:(15.88)0.0015.88412760 PP 2025 8/26/2025 3,329 0 (3,329)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL15.88 0.00 (15.88)2025000285NAYOTECH INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated384
Union CountyCorrection Listing ReportPage 66 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(24.44)0.0024.44412760 PP 2024 8/26/2025 3,823 0 (3,823)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL24.44 0.00 (24.44)2025000285NAYOTECH INCPublic Notes:(26.73)1.1827.91413574 PP 2025 8/15/2025 4,315 182 (4,133)(2.67)2.79 0.12ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL30.70 1.30 (29.40)2025000159PROSPERITY TRANSPORT SERVIPublic Notes:(1.18)0.001.18413574 PP 2025 8/18/2025 182 0 (182)(0.12)0.12 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1.30 0.00 (1.30)2025000172PROSPERITY TRANSPORT SERVIPublic Notes:(37.86)1.5039.36413574 PP 2024 8/15/2025 4,775 182 (4,593)(3.79)3.94 0.15ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL43.30 1.65 (41.65)2025000159PROSPERITY TRANSPORT SERVIPublic Notes:(1.50)0.001.50413574 PP 2024 8/18/2025 182 0 (182)(0.15)0.15 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1.65 0.00 (1.65)2025000172PROSPERITY TRANSPORT SERVIPublic Notes:(18.65)0.0018.65413723 PP 2025 8/7/2025 3,820 0 (3,820)(1.87)1.87 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL20.52 0.00 (20.52)2025000077R&D RENOVATIONS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated385
Union CountyCorrection Listing ReportPage 67 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(25.05)0.0025.05413723 PP 2024 8/7/2025 3,820 0 (3,820)(2.51)2.51 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL27.56 0.00 (27.56)2025000077R&D RENOVATIONS LLCPublic Notes:(22.81)0.0022.81413836 PP 2024 8/15/2025 3,500 0 (3,500)(2.28)2.28 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL25.09 0.00 (25.09)2025000153REGEANIA DESIGNS LLCPublic Notes:(13.48)0.0013.48413859 PP 2025 8/20/2025 2,767 0 (2,767)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL13.48 0.00 (13.48)2025000213REMEMBER ME CARDSPublic Notes:0.001,095.271,095.27414695 PP 2025 8/26/2025 167,524 167,524 0(109.53)109.53 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL1,204.80 1,095.27 (109.53)2025000278STARBUCKS CORPORATIONPublic Notes:0.003,255.613,255.61414696 PP 2025 8/26/2025 372,410 372,410 0(325.56)325.56 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL3,581.17 3,255.61 (325.56)2025000279STARBUCKS CORPORATIONPublic Notes:0.00821.85821.85414697 PP 2025 8/26/2025 176,895 176,895 0(82.19)82.19 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL904.04 821.85 (82.19)2025000280STARBUCKS COROPORATIONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated386
Union CountyCorrection Listing ReportPage 68 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(27.13)0.0027.13415824 PP 2025 8/22/2025 4,150 0 (4,150)(2.71)2.71 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL29.84 0.00 (29.84)2025000240VINYL AVENUE LLCPublic Notes:(34.73)0.0034.73415824 PP 2024 8/22/2025 4,150 0 (4,150)(3.47)3.47 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL38.20 0.00 (38.20)2025000240VINYL AVENUE LLCPublic Notes:(19.28)12.8532.13598143 PP 2025 8/15/2025 3,675 1,470 (2,205)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL32.13 12.85 (19.28)2025000169GARCIA, EDWIN SERGIOPublic Notes:0.001,211.321,211.32600052 PP 2025 8/13/2025 185,274 185,274 0(121.13)121.13 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL1,332.45 1,211.32 (121.13)2025000122BIG BLUE MARBLE ACADEMY LLPublic Notes:0.001,062.791,062.79600145 PP 2025 8/13/2025 137,989 137,989 0(106.28)106.28 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL1,169.07 1,062.79 (106.28)2025000121BIG BLUE MARBLE ACADEMY LLPublic Notes:(19.66)0.0019.66606403 PP 2025 8/15/2025 2,553 0 (2,553)(1.97)1.97 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL21.63 0.00 (21.63)2025000154GARCIA, JOHAN JESUSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated387
Union CountyCorrection Listing ReportPage 69 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.001,574.551,574.55613835 PP 2025 8/19/2025 242,090 242,090 0(157.46)157.46 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL1,732.01 1,574.55 (157.46)2025000200STARBUCKS CORPORATIONPublic Notes:(5.28)0.005.28620731 PP 2025 8/26/2025 1,084 0 (1,084)(0.53)0.53 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL5.81 0.00 (5.81)2025000291SAGANICH, ROBERT LEEPublic Notes:0.003,656.873,656.87624451 PP 2025 8/29/2025 418,310 418,310 0(365.69)365.69 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL4,022.56 3,656.87 (365.69)2025000342BURLINGTON COAT FACTORY WAPublic Notes:(46.15)0.0046.15630737 PP 2024 8/18/2025 7,220 0 (7,220)(4.62)4.62 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL50.77 0.00 (50.77)2025000185DAVIS, UMARIN CHANYIMPublic Notes:(9.89)0.009.89631281 PP 2025 8/26/2025 2,145 0 (2,145)(0.99)0.99 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL10.88 0.00 (10.88)2025000271NEWELL, JERRY RICHARDPublic Notes:(45.17)0.0045.17644753 PP 2024 8/9/2025 4,142 0 (4,142)(4.52)4.52 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL49.69 0.00 (49.69)2025000089SIMPKINS, DANIEL KENNETHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated388
Union CountyCorrection Listing ReportPage 70 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(280.73)212.33493.06645875 PP 2025 8/15/2025 75,414 32,476 (42,938)(28.08)49.31 21.23ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL542.37 233.56 (308.81)2025000164YOAB TRUCKING LLCPublic Notes:(24.60)71.4696.06651543 PP 2025 8/9/2025 14,426 10,732 (3,694)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL96.06 71.46 (24.60)2025000083DLL FINANCE LLCPublic Notes:(316.44)0.00316.44653225 PP 2023 8/11/2025 29,018 0 (29,018)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL316.44 0.00 (316.44)2025000101Public Notes:(8,392.32)0.008,392.32655873 PP 2025 8/15/2025 960,000 0 (960,000)(839.23)839.23 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL9,231.55 0.00 (9,231.55)2025000165CIELOS CAPITAL LLCPublic Notes:(66.08)7.4073.48657771 PP 2025 8/22/2025 15,086 1,520 (13,566)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL73.48 7.40 (66.08)2025000229CINTRON, DAVIDPublic Notes:0.00592.64592.64658458 PP 2025 8/15/2025 67,792 67,792 0(59.26)59.26 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL651.90 592.64 (59.26)2025000170SM LOGISTICS NC LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated389
Union CountyCorrection Listing ReportPage 71 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(165.93)245.42411.35658970 PP 2025 8/20/2025 80,546 48,056 (32,490)(16.60)41.14 24.54ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL452.49 269.96 (182.53)2025000207SVINARYOV, SERGEYPublic Notes:(269.51)0.00269.51661872 PP 2024 8/26/2025 24,714 0 (24,714)(53.90)53.90 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL323.41 0.00 (323.41)2025000286BRODSKY, STEVEPublic Notes:(45.04)0.0045.04661911 PP 2025 8/28/2025 8,646 0 (8,646)(4.50)4.50 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL49.54 0.00 (49.54)2025000329CUMMINGS, ROBERT ALANPublic Notes:(97.24)0.0097.24662364 PP 2024 8/9/2025 11,370 0 (11,370)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL97.24 0.00 (97.24)2025000082FAUSER, ROBERT EDWARD& FAUSER, JENNIFER DAVISPublic Notes:(422.02)0.00422.02662526 PP 2024 8/8/2025 49,215 0 (49,215)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL422.02 0.00 (422.02)2025000081BROWER, LISA BELK& BROWER, DAVID WILLIAMPublic Notes:(292.87)0.00292.87662705 PP 2024 8/18/2025 46,650 0 (46,650)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL292.87 0.00 (292.87)2025000188SMITH, LAUREN ELIZABETHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated390
Union CountyCorrection Listing ReportPage 72 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(117.48)0.00117.48663462 PP 2024 8/26/2025 10,773 0 (10,773)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL117.48 0.00 (117.48)2025000296SHINING LIGHT BAPTIST CHUPublic Notes:(12.58)0.0012.58663603 PP 2024 8/18/2025 1,154 0 (1,154)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL12.58 0.00 (12.58)2025000184UNION COUNTY COMMUNITY ACPublic Notes:(141.88)0.00141.88663733 PP 2024 8/18/2025 17,214 0 (17,214)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL141.88 0.00 (141.88)2025000190PETRIN, JASON PAUL& PETRIN, NICOLE DANIELLEPublic Notes:(698.19)0.00698.19663736 PP 2024 8/18/2025 64,025 0 (64,025)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL698.19 0.00 (698.19)2025000180JAIN, HARSH KAPOORCHANDPublic Notes:(41.41)17.0458.45663779 PP 2024 8/28/2025 5,360 1,563 (3,797)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL58.45 17.04 (41.41)2025000330WILLIAMS, TIMOTHY ANDREPublic Notes:(8.81)0.008.81663989 PP 2024 8/20/2025 1,066 0 (1,066)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL8.81 0.00 (8.81)2025000214HEDDRICK, ROBERT JOHNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated391
Union CountyCorrection Listing ReportPage 73 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(523.29)69.77593.06664277 PP 2024 8/26/2025 57,843 6,805 (51,038)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL593.06 69.77 (523.29)2025000294CARPENTER, BRYANNA ASHLEEPublic Notes:(5.50)0.005.50664358 PP 2024 8/18/2025 935 0 (935)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL5.50 0.00 (5.50)2025000181JONATHAN MILLS TRUCKING LPublic Notes:(28.20)0.0028.20664526 PP 2024 8/18/2025 4,492 0 (4,492)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL28.20 0.00 (28.20)2025000192URBAN, WILLIAM PETERPublic Notes:(378.27)0.00378.27664559 PP 2024 8/8/2025 58,710 0 (58,710)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL378.27 0.00 (378.27)2025000079MOORE, JAMES STEPHEN& MOORE, KATRINA DAVISPublic Notes:(104.68)0.00104.68664653 PP 2024 8/28/2025 10,210 0 (10,210)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL104.68 0.00 (104.68)2025000327JONES, PATRICIA KIRKLEYPublic Notes:(626.48)0.00626.48664737 PP 2024 8/12/2025 61,102 0 (61,102)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL626.48 0.00 (626.48)2025000113FERNANDEZ, NICHOLAS JOHNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated392
Union CountyCorrection Listing ReportPage 74 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(546.98)0.00546.98664785 PP 2024 8/18/2025 85,425 0 (85,425)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL546.98 0.00 (546.98)2025000182WILSON, DONNA TOLLESON& WILSON, JOSHUA MICHAELPublic Notes:(33.92)0.0033.92664820 PP 2024 8/12/2025 3,308 0 (3,308)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL33.92 0.00 (33.92)2025000114AVILES, JASHUA JAYCUPPublic Notes:(399.37)0.00399.37664895 PP 2024 8/8/2025 61,985 0 (61,985)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL399.37 0.00 (399.37)2025000078MOORE, JAMES STEPHENPublic Notes:(303.38)0.00303.38666108 PP 2024 8/21/2025 27,820 0 (27,820)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL303.38 0.00 (303.38)2025000217PERKINS, DEANNA LYNNPublic Notes:(488.18)0.00488.18666829 PP 2024 8/26/2025 76,242 0 (76,242)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL488.18 0.00 (488.18)2025000297HARTING, ELLEN MARIE& HARTING, THOMAS ARTHURPublic Notes:(424.75)0.00424.75667568 PP 2024 8/26/2025 65,925 0 (65,925)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL424.75 0.00 (424.75)2025000298SINAY, KATHLEEN SUSANPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated393
Union CountyCorrection Listing ReportPage 75 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(121.16)0.00121.16667589 PP 2024 8/22/2025 18,560 0 (18,560)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL121.16 0.00 (121.16)2025000235BLOWERS, JACK THOMASPublic Notes:(296.31)0.00296.31667702 PP 2024 8/20/2025 27,172 0 (27,172)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL296.31 0.00 (296.31)2025000211HANCE, TYLER ERIC& HANCE, JENNIFER SIERRAPublic Notes:(27.59)0.0027.59667737 PP 2024 8/28/2025 2,530 0 (2,530)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL27.59 0.00 (27.59)2025000326IANNONE, DEBORAH LEEPublic Notes:(681.78)0.00681.78667781 PP 2024 8/20/2025 62,520 0 (62,520)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL681.78 0.00 (681.78)2025000210HANCE, TYLER ERIC& HANCE, JENNIFER SIERRAPublic Notes:(59.91)0.0059.91667839 PP 2024 8/18/2025 8,867 0 (8,867)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL59.91 0.00 (59.91)2025000189FITCHETT, DUANE ALLENPublic Notes:(271.09)0.00271.09668143 PP 2024 8/18/2025 26,440 0 (26,440)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL271.09 0.00 (271.09)2025000187SILVA-CRUZ, JULIAN CAMILOPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated394
Union CountyCorrection Listing ReportPage 76 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(87.89)0.0087.89668387 PP 2024 8/26/2025 8,060 0 (8,060)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL87.89 0.00 (87.89)2025000292ATWATER, JOHN THOMASPublic Notes:(20.95)0.0020.95668535 PP 2024 8/18/2025 3,110 0 (3,110)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL20.95 0.00 (20.95)2025000191WILLIAMS, ROBERT DANIELPublic Notes:(295.21)0.00295.21668587 PP 2024 8/18/2025 27,071 0 (27,071)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL295.21 0.00 (295.21)2025000186RUSSELL, KAY DAVISPublic Notes:(31.84)0.0031.84668618 PP 2024 8/20/2025 5,093 0 (5,093)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL31.84 0.00 (31.84)2025000215GRIFFIN, DONALD BRUCE& GRIFFIN, MARTHA FUNDERBPublic Notes:(609.34)0.00609.34668753 PP 2024 8/28/2025 59,430 0 (59,430)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL609.34 0.00 (609.34)2025000328SHARMA, MANISHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated395
Union CountyCorrection Listing ReportPage 77 of 772025/09/02 10:18:19 AMDate Posted between 8/1/2025 and 8/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(508.47)3,262.963,771.43K8291061 RE 2025 8/27/2025 583,000 504,400 (78,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,771.43 3,262.96 (508.47)2025000318LEMMOND, WILLIAM HUNTER II& LEMMOND, VALERIE VPublic Notes:Tax 481,175.15 390,859.93 (90,315.22)Totals for Type Value Change - Release : ValueLL 3,295.31 46.04 (3,249.27)84,665,966 70,505,169 (14,160,797)Tax TTL 484,470.46 390,905.97 (93,564.49) 10,249.90INT 0.00 0.00 0.00Grand Totals :YearRefund Amount10,249.90Tax 8,253,640.09 8,388,734.78 135,094.69Value 799,500,020782,841,42915,605.49LL 6,338.11 21,943.6016,658,591Tax TTL 8,259,978.20 8,420,443.18 160,464.9810,249.90INT 0.00 9,764.80 9,764.80JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated396
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-597 Agenda Date:10/6/2025
TITLE:..title
August 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 August 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:
$1,387.65
Union County, NC Printed on 9/23/2025Page 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 ($263.41)$0.00
200 VEHICLE FEE ($30.00)$0.00
017 TAX $30.82 $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 ($241.14)($12.06)
200 VEHICLE FEE ($30.00)$0.00
017 TAX $28.22 $1.41
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 ($18.37)$0.00
500 TAX ($43.35)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($5.89)$0.00
003 TAX ($1.97)$0.00
005 TAX ($0.44)$0.00
004 TAX ($3.29)$0.00
002 TAX ($42.14)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($214.12)($10.70)
200 VEHICLE FEE ($30.00)$0.00
022 TAX $36.43 $1.82
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 $73.98 $4.81
200 TAX ($200.95)($13.06)
200 VEHICLE FEE ($30.00)$0.00
023 TAX $20.47 $1.33
003 TAX $0.00 ($0.01)
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($15.24)$0.00
200 TAX ($59.65)$0.00
003 TAX ($1.44)$0.00
005 TAX ($0.61)$0.00
004 TAX ($5.28)$0.00
002 TAX ($36.31)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($214.99)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $92.42 $0.00
020 TAX $22.89 $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
200 TAX ($126.38)($6.32)
200 VEHICLE FEE ($30.00)$0.00
970 TAX $4.15 $0.21
026 TAX $10.01 $0.50
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
BRANTLEY,
DENNIS
FRANKLIN
BRANTLEY,
DENNIS
FRANKLIN
4006 HWY 205
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
930835632
Refund Generated due
to adjustment on
Bill #0080878482-
2024-2024-0000
Situs error 8/21/2025MARHVILLE, NC
28103
Adjustment >=
$100 0080878482 TM2949 PENDING
$0.00
$0.00
$0.00
$262.59
$0.00
($263.41)
($30.00)
$30.82
$0.00
$0.00
($253.20)
($30.00)
$29.63
$0.00930835712
Refund Generated due
to adjustment on
Bill #0080966431-
2024-2024-0000
Situs error 8/21/2025
IMANI,
MOHAMMADREZA
IMANI,
MOHAMMADREZA
NASR
ESFAHANI,
BEHNAZ
8210 DENHOLME
DR
$0.00
$0.00
$0.00
$253.57
MARSHVILLE,
NC 28103
Adjustment >=
$100 0080966431 TW8013 PENDINGH&A ELECTRIC
LLC
H&A ELECTRIC
LLC
4406 JOHN
HARGETTE RD
931791552
Refund Generated due
to adjustment on
Bill #0084253834-
2024-2024-0000-00
Mileage 8/25/2025WAXHAW, NC
28173
Adjustment >=
$100 0084253834 LCX3621 PENDING
($0.44)
($3.29)
($42.14)
$115.45
($18.37)
($43.35)
$0.00
($5.89)
($1.97)
$0.00
($224.82)
($30.00)
$38.25
$0.00930835184
Refund Generated due
to adjustment on
Bill #0081078007-
2024-2024-0000
Situs error 8/21/2025
SALIA,
ROSEMOND
SALIA,
ROSEMOND
1517 NATIVE
DIVER LN
$0.00
$0.00
$0.00
$216.57
WINGATE, NC
28174
Adjustment >=
$100 0081078007 RJC6253 PENDING
MENDOZA
MOLINA,
VERONICA
MENDOZA
MOLINA,
VERONICA
MADRID
HERNANDEZ,
ESDRAS JESUS
3204 OLD
MONROE
MARSHVILL
3204
4621 SECREST
SHORTCUT RD
($0.01)
$0.00
$0.00
$0.00
$143.43
$0.00
$78.79
($214.01)
($30.00)
$21.801046558628
Refund Generated due
to adjustment on
Bill #0083224646-
2024-2024-0000
Situs error 8/19/2025INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0083224646 KED9000 PENDING
($15.24)
($59.65)
($1.44)
($0.61)
($5.28)
696642114
Refund Generated due
to adjustment on
Bill #0086724935-
2025-2025-0000-00
Over
Assessment 8/12/2025
($36.31)
$118.53
SWENSON,
ELIZABETH
JANE
SWENSON,
ELIZABETH
JANE
2302 AUTUMN
OLIVE LN
MATTHEWS, NC
28104
Adjustment >=
$100 0081069861 LCT6595 PENDING 1047189258
Refund Generated due
to adjustment on
Bill #0081069861-
2024-2024-0000
Situs error
MONROE, NC
28110
Adjustment >=
$100 0086724935 CS17262 PENDINGSECREST,
WESLEY NEAL
SECREST,
WESLEY NEAL
TILLMAN,
JAMES
WILLLIAM
TILLMAN,
JAMES
WILLLIAM
5807 WAXHAW
INDIAN TRAIL
RD
8/21/2025
$0.00
($214.99)
($30.00)
$92.42
$22.89
$0.00
$0.00
$0.00
$0.00
$129.68
$0.00
($132.70)
($30.00)
$4.36
$10.511047191535
Refund Generated due
to adjustment on
Bill #0081969609-
2024-2024-0000
Situs error 8/21/2025
$1387.65
$0.00
$0.00
$0.00
$0.00
$147.83
MATTHEWS, NC
28104
Adjustment >=
$100 0081969609 HD3684R PENDING
Page 1 of 1
398
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-589 Agenda Date:10/6/2025
TITLE:..title
Resolution - Surplus Vehicle Sale
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Interim Director, 704-283-3683
ACTION REQUESTED:
Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the
property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at
electronic auction of the surplus property described in Attachment A as per the terms and conditions
as specified in the online auction service provider contract, and 3) authorizes the Procurement
Director or their designee to execute any and all documents necessary to transfer title to said
property on behalf of Union County.
BACKGROUND:
North Carolina General Statutes allow the disposition of personal property by local governments
through a variety of means including private negotiations and sale; advertisement for sealed bids;
negotiated offer, advertisement, and upset bid; public auction; or exchange. In 2001, the legislature
amended the Statues to provide for disposition of property through electronic auction.
The sale will begin October 8, 2025, at 9:00 AM and end October 21, 2025, with incremental closings
as indicated on Attachment A. A summary of the vehicle information is listed below. Additional vehicle
information can be found on Attachment A.
Facilities and Fleet Management
·(1) 2007 CHEVROLET COLORADO
Union County Water
·(1) 2004 CHEVROLET EXPRESS
·(1) 2004 CHEVROLET C8500
UCSO
·(1) 2002 CHEVROLET SILVERADO 2500
·(1) 2012 DODGE CHARGER
·(1) 2012 FORD F150
Union County, NC Printed on 9/19/2025Page 1 of 2
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File #:25-589 Agenda Date:10/6/2025
Solid Waste
·(1) FORD F150 4X4
Building Code Enforcement
·(1) 2013 FORD F150
The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with the following terms of sale:
1. Sale to the highest bidder with all sales final.
2. All items sold “as is” with no warranty, expressed or implied, which extends beyond the description
of the item.
3. Purchasers must remove vehicles(s) within ten (10) business days from the time and date of
issuance of the Buyer’s Certificate.
4. Payment must be made online through the online auction website. Payment in full is due not later
than five (5) business days from the time and date of the Buyers Certificate. Payment will not be
accepted onsite.
FINANCIAL IMPACT:
Estimated revenue is $50,000. The revenue will be returned to the fund from which the asset came.
Union County, NC Printed on 9/19/2025Page 2 of 2
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RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION
WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction
upon adoption of a resolution authorizing the Procurement & Contract Management Director or her
designee to dispose of the property at electronic auction; and
WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment
“A” for review by the Board of Commissioners for disposal by electronic auction;
NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners
that the items of personal property included on Attachment “A” and incorporated herein by reference, be
declared surplus and that the Procurement Manager or her designee be authorized to sell at electronic
auction, beginning October 8, 2025, at 9:00 a.m. and ending October 21, 2025, with incremental closings
as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the
terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider
to the highest bidders.
BE IT FURTHER RESOLVED that the Procurement Director or her designee is authorized to
execute any and all documents necessary to transfer said property on behalf of Union County.
BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the
items listed on Attachment “A” shall be as follows:
1. Sale to the highest bidder with all sales final.
2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends
beyond the description of the items.
3. Purchasers must remove vehicle(s) within ten business days from the time and date of
issuance of the Buyer’s Certificate. The vehicles are to be picked up at 610 Patton Avenue,
Monroe, North Carolina. Purchasers shall bear sole risk of loss for all items remaining on
the premises ten (10) calendars days from the time and date of issuance of the Buyer’s
Certificate.
4. Payment must be made online through the on-line auction Website. Payment in full is due
not later than five (5) calendar days from the time and date of the Buyer’s Certificate.
Payment cannot be accepted onsite.
BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid
from the proceeds of the sale.
Adopted this 6th day of October 2025
ATTEST:
Lynn G. West, Clerk to the Board Melissa Merrell, Chair
401
Attachment A
Tag Number Description Serial/Parcel Mileage Department Auction Start Auction End
44-06 2004 Chevrolet Express 1GCHC392761183338 71,213 UC Water 10/8/2025 9:00 10/21/2025 9:00
40-02 2002 Chevrolet Silverado 2500 1GCHK29U82E280769 180,029 UCSO 10/8/2025 9:00 10/21/2025 9:10
48-07
2007 Chevrolet Colorado 1GCCS19EX78209995 74,102
Facilities and Fleet
Management 10/8/2025 9:00 10/21/2025 9:20
07-12 2012 Dodge Charger 2C3CDXAT6CH201487 124,947 UCSO 10/8/2025 9:00 10/21/2025 9:30
30-13 2013 Ford F150 4x4 1FTMF1EF2DFC43931 149,838 Solid Waste 10/8/2025 9:00 10/21/2025 9:40
43-13 2013 Ford F150 1FTEX1CM3DKF87181 146,066 Building Code Enforcement 10/8/2025 9:00 10/21/2025 9:50
53-04 2004 Chevrolet C8500 1GBM8C1C24F516405 27,295 UC Water 10/8/2025 9:00 10/21/2025 10:00
14-12 2012 Ford F150 1FTFX1EF6CFB16068 199,088 UCSO 10/8/2025 9:00 10/21/2025 10:10
402
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-613 Agenda Date:10/6/2025
TITLE:..title
Resolution - Donation of Surplus Property to Town of Fairview & Union County Public Schools
INFORMATION CONTACT:
Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630
ACTION REQUESTED:
Adopt Resolution Authorizing Conveyance of Certain Surplus Property to Town of Fairview and Union
County Public Schools.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County desires to declare surplus and donate one mower and one truck to Town of Fairview
and two trucks to Forest Hills High School’s Automotive and Agriculture programs. In accordance with
the notice requirements of N.C.G.S. 160A-280, public notice of this resolution was posted on XXXX.
Town of Fairview:
1) Union County Hustler Mower 60" Mowing Deck
2) Union County Vehicle # 30-07: 2007 Ford F150
Union County Public Schools - Forest Hills High School:
1) Union County Vehicle # 36-02: 2002 Ford F250 4x4
2) Union County Vehicle # 04-14: 2014 Ford F250 4x4
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/26/2025Page 1 of 1
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PUBLIC NOTICE
NOTICE IS HEREBY GIVEN that at its regular meeting on Monday, October 6, 2025, the
Union County Board of Commissioners plans to consider adoption of a resolution declaring
surplus and donating one (1) motor vehicles, a 2007 Ford F150 4x4 (UC vehicle # 30-07), and a
zero turn lawn mower, model 932723 Hustler X (Serial # 14105889) to the Town of Fairview, a
government organized under the laws of the State of North Carolina. The County Manager will
be authorized to donate the motor vehicles without monetary consideration in accordance with
G.S. § 160A-280.
Lynn G. West,
County Clerk
Union County Board of Commissioners
Posted on Date Needed
404
RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION
WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction
upon adoption of a resolution authorizing the Procurement & Contract Management Director or her
designee to dispose of the property at electronic auction; and
WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment
“A” for review by the Board of Commissioners for disposal by electronic auction;
NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners
that the items of personal property included on Attachment “A” and incorporated herein by reference, be
declared surplus and that the Procurement Manager or her designee be authorized to sell at electronic
auction, beginning October 8, 2025, at 9:00 a.m. and ending October 21, 2025, with incremental closings
as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the
terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider
to the highest bidders.
BE IT FURTHER RESOLVED that the Procurement Director or her designee is authorized to
execute any and all documents necessary to transfer said property on behalf of Union County.
BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the
items listed on Attachment “A” shall be as follows:
1. Sale to the highest bidder with all sales final.
2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends
beyond the description of the items.
3. Purchasers must remove vehicle(s) within ten business days from the time and date of
issuance of the Buyer’s Certificate. The vehicles are to be picked up at 610 Patton Avenue,
Monroe, North Carolina. Purchasers shall bear sole risk of loss for all items remaining on
the premises ten (10) calendars days from the time and date of issuance of the Buyer’s
Certificate.
4. Payment must be made online through the on-line auction Website. Payment in full is due
not later than five (5) calendar days from the time and date of the Buyer’s Certificate.
Payment cannot be accepted onsite.
BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid
from the proceeds of the sale.
Adopted this 6th day of October 2025
ATTEST:
Lynn G. West, Clerk to the Board Melissa Merrell, Chair
405
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-601 Agenda Date:10/6/2025
TITLE:..title
Travel Policy Revision for International Travel
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Adopt Revised Travel Policy to include language for international travel.
PRIOR BOARD ACTIONS:
Travel Policy was adopted February 17, 2014, and revised on August 14, 2023.
BACKGROUND:
The currently adopted Travel Policy does not include any parameters or guidelines for international
travel. Over the past year Union County has hired Economic Development employees that travel
internationally for trade shows and other economic development opportunities. Based on this need
Management and Staff are recommending revising the Travel Policy to include parameters and
guidelines for international travel.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 1 of 1
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1
UNION COUNTY TRAVEL POLICY
Adopted February 17, 2014
Revised August 14, 2023
Revised October 6, 2025
I. Purpose
The purpose of this Policy is to establish guidelines for the County’s payment of transportation,
lodging, meals, and incidental travel expenses for County employees and authorized Agents who
travel on official county business to attend schools, conferences, seminars, conventions, meetings,
and for other designated purposes.
II. Applicability
This policy applies to all County employees and to any agents of the County who travel on Official
County Business, when the County is responsible for paying or reimbursing travel expenses. All
travel must be conducted in accordance with the guidelines outlined in this policy.
III. Definitions
Wherever used in this Policy and printed with initial capital letters, the terms listed below will have
the meanings indicated.
A. Agent - Any officer, official, volunteer, board member, appointee, or other person
authorized to conduct Official County Business.
B. Business Meal - A meal with a clearly substantiated business purpose directly
associated with conducting Official County Business.
C. County – Union County, North Carolina.
D. Covered Person - Any County employee or Agent who is subject to the provisions of
this Policy in accordance with Section II.
E. County Manager - The County Manager of Union County and the County Manager’s
designee, including Deputy County Manager and Assistant County Manager.
F. Day Travel - Trips taken where the time from departure to return is less than twelve
(12) hours and no overnight stay is required.
G. Director - The Director of a County Department, and the Director’s designee, if any.
For purposes of this Policy, “Director” also includes the Sheriff, Register of Deeds, and
County Attorney. When Director approval is required for a Covered Person, it refers to the
Director of the department in which the Covered Person is employed, or, for Agents, the
Director with whom such Agent is most closely affiliated.
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H. Incidental Travel Expenses - Minor customary travel-related expenses including
fees and tips given to porters, baggage carriers, bellhops, hotel staff, and ship staff.
I. IRS Rate - The Business Standard Mileage Rate published by the Internal Revenue
Service in the most recent annual notice.
J. Local Travel - Travel occurring within Union County or any adjacent counties,
including Mecklenburg, Cabarrus, Stanly, Anson (NC), and Lancaster and Chesterfield (SC).
K. Official County Business - Authorized business that serves a direct and lawful
public purpose and is conducted by a Covered Person on behalf of the County.
L. Out Of State Travel - Travel beginning when a person leaves the State of North
Carolina and continuing until the person returns to North Carolina.
Exception: Travel to Lancaster or Chesterfield Counties, South Carolina, is not considered
Out-of-State Travel under this Policy.
M. International Travel - Travel that involves leaving the United States and its territories.
All International Travel must be approved in advance by the Department Director and the
County Manager, and may require additional documentation, such as justification of public
purpose, travel insurance, and compliance with federal travel advisories.
N. Policy - This Union County Travel Policy.
O. Travel Away from Home - Travel that meets both of the following conditions:
Requires the Covered Person to be away from Union County for more than twelve (12) hours
and necessitates overnight rest or sleep to meet the demands of Official County Business.
P. Travel Reimbursement Form - Form designated by Union County’s Finance
Department that a Covered Person must submit to request reimbursement for travel-related
expenses.
IV. Covered Person Responsibilities
Covered Persons shall exercise the same care incurring expenses that a prudent person would
exercise if traveling on personal business and expending personal funds. This standard applies
equally to domestic and international travel. Covered Persons are expected to utilize services and
accommodations appropriate for conducting Official County Business and to travel in reasonable
comfort while exercising good judgment in distinguishing between comfort and extravagance.
The County will not pay or reimburse costs resulting from circuitous routes, luxury
accommodations, or services unnecessary or unjustified in such travel. By way of illustration and
not limitation, the County will not pay for or reimburse the cost for in-room movies and room service
meals. Covered Persons will be responsible for any travel costs and expenses incurred for personal
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3
preference or convenience. Any travel expenses for family or guests of a Covered Person are not
eligible for reimbursement by the County.
All travel, whether for continuing education, conferences, training, or some other Official County
Business – including International Travel, is dependent upon the availability of budgeted funds.
Such budgeted funds should be approved in advance as part of the annual budget for the applicable
Department. The Director is ultimately responsible for communicating County policies to Covered
Persons within such Director’s Department.
V. General Provisions
A. Registration Fees – Advance payment of registration fees for educational
opportunities, conferences, seminars, training, or other courses requires approval by the
Director. Covered Persons shall use a procurement card for payment of registration fees
when this payment option is available. When not available, Covered Persons shall request
payment by check in advance of payment deadlines in order to provide the Finance
Department with sufficient time to process payment.
B. Use of County Vehicles – Covered Persons are encouraged to drive County vehicles
when available and when the Covered Person is authorized to drive a County vehicle. A
Covered Person should contact the County Garage for vehicle availability. Gas cards are
provided for these vehicles, and a Covered Person should use an authorized station for
fueling when possible. Directors may use their own personal vehicle at the discretion of the
County Manager. Any other Covered Persons may use their own personal vehicle at the
discretion of the Director.
C. Parking Fees – The County will pay or reimburse reasonable parking or garage fees
for all travel conducted on Official County Business.
D. Travel Advance Payments – Except for the payment of registration fees pursuant to
Section V(A), travel advances will require approval by the Director of Finance. If an
extenuating circumstance exists, the Director of Finance may at his/her discretion approve
a travel advance on a case-by-case basis. Covered Persons requesting a travel advance will
provide notice to the Finance Department not later than ten (10) business days prior to the
commencement of travel in order for the Finance Department to have sufficient time to
prepare the check. If a travel advance is approved, proper documentation of the expenses
upon which the travel advance was used will be submitted in accordance with the
procedures described in Section VIII of this Policy. Any portion of a travel advance not used
by the Covered Person shall be returned to the County’s Finance Department. The
documentation, along with any portion of the travel advance which was unused, must be
submitted to the Finance Department within ten (10) business days upon completion of
travel. Failure to submit the required documentation and/or unused portion of the travel
advance within the required timeframe will result in a payroll deduction from the employee’s
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pay in the amount of the travel advance. By accepting a travel advance payment, the
employee consents to such withdrawal in accordance with these conditions.
E. Local Travel – Covered Persons who receive a monthly travel allowance are not
eligible for reimbursement for transportation expenses when engaged in Local Travel. The
County will not pay or reimburse lodging expenses relative to Local Travel unless prior
written approval has been given by the County Manager.
F. Approval for Travel Away From Home and Out Of State Travel - All Travel Away From
Home requires prior approval by the Director. All Out Of State Travel (unless constituting
Day Travel) requires prior written approval by the County Manager. This provision does not
apply to county commissioners, the Sheriff, or Register of Deeds.
G. Business Meals- If a Director deems it necessary for County staff and/or officials to
have a Business Meal outside of the workplace (which may include other government
officials, business community members, prospective employees, or other appropriate
persons), the County will pay for or reimburse reasonable meal expenses. Such meals
should be purchased using a procurement card, when possible. As justification for such use
of the procurement card and in order to receive reimbursement for a Business Meal when
use of the procurement card is not possible, the Covered Person shall submit a meal receipt
along with an agenda or a statement of purpose of the Business Meal. The agenda or
statement of purpose shall contain a list of all attendees at the Business Meal.
When a Director deems it necessary for County employees to work during normal meal
breaks, (e.g. lunch hour), and meals or refreshments are provided during such a meeting,
the County will pay for such meal as a Business Meal. In such instance, the Director shall
use a procurement card and shall submit to the Finance Department the meal receipt, an
agenda or statement of purpose of the meal, and a list of all attendees.
H. Expenses Incurred by Agents – The County will pay or reimburse travel expenses
incurred by Agents only upon approval by the Director affiliated with the Agent. If there is no
Director affiliated with the Agent, the travel expenses incurred by the Agent must be
approved by the County Manager; provided, however, that travel expenses incurred by
county commissioners do not require approval by a Director or the County Manager.
Instead, county commissioners must submit travel expenses in accordance with Section VIII
and otherwise comply in full with the requirements of this Policy. The County Manager will
review the Travel Reimbursement Forms submitted by county commissioners for
compliance with this Policy prior to payment or reimbursement by the County’s Finance
Department.
I. Cancellations - Penalties and charges resulting from the cancellation of, or change
to, scheduled travel is the County’s obligation if the Covered Person’s travel was approved
in advance and the cancellation or change is made at the direction of, and for the
convenience of, the County. If the cancellation or change is made for the personal benefit
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of the Covered Person, it is the Covered Person’s obligation to pay the penalties and charges,
unless resulting from serious illness or death to the Covered Person or to a person in the
Covered Person’s immediate family, or from other critical circumstances beyond the control
of the Covered Person.
J. Alcoholic Beverages - The County will not pay for or reimburse expenses related to
the purchase of alcoholic beverages under any circumstances. Covered Persons shall not
provide alcoholic beverages at County sponsored meals for boards, committees,
commissions, or other functions. Any Covered Person who incurs alcohol-related expenses
shall be solely responsible for those expenses.
K. International Travel
International travel must comply with all applicable provisions of this Policy and the
following additional requirements:
Pre-Approval:
All international travel must receive prior written approval from the County Manager, in
addition to any departmental approvals required under this Policy. Approval requests
must be submitted with justification demonstrating that the travel is necessary for
Official County Business and cost-effective.
Travel Documentation and Compliance:
Covered Persons are responsible for securing all necessary travel documents including
passports, visas, work permits (if applicable), and required vaccinations or
immunizations. Documentation expenses may be reimbursable if pre-approved.
Flight Arrangements:
Airfare for international travel must be booked at the lowest available economy class
rate. Business class airfare will not be reimbursed unless prior written justification and
approval are provided, such as for extended travel durations, medical accommodation,
or unique business needs.
Currency and Transaction Fees:
Reasonable foreign currency exchange and international transaction fees will be
reimbursed with proper itemized receipts.
Lodging and Meals:
When traveling internationally, Covered Persons should utilize government-negotiated
or conference hotel rates whenever possible. Meal and incidental expense (M&IE)
reimbursements for international locations will follow the U.S. Department of State
Foreign Per Diem Rates, rather than GSA rates. These rates can be found at:
https://aoprals.state.gov/web920/per_diem.asp.
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Procurement Card Usage:
Procurement cards should be used when possible, for international expenses. Covered
Persons are advised to notify their card provider before departure to ensure
uninterrupted access. International exchange fees should be expected when using the
procurement card for international expenses.
Safety and Travel Advisories:
Covered Persons are expected to consult the U.S. Department of State’s travel advisories
(https://travel.state.gov) and follow any County policies regarding safety in high-risk or
restricted areas.
VI. Payment or Reimbursement for Day Travel
A. Transportation Expenses – The County will reimburse Covered Persons for use of
their personal vehicle for non-Local Travel at the IRS Rate. The County will reimburse
Covered Persons for use of their personal vehicle for Local Travel at the IRS Rate, provided
that such Covered Persons do not receive a monthly travel allowance. The mileage
reimbursed will be measured from the Covered Person’s beginning location or the location
where the Covered Person typically reports to work, whichever results in a lesser distance.
B. Meals – The County will pay for meals taken during Day Travel when (i) a Covered
Person’s travel reasonably occurs during regular meal hours, and (ii) such meal otherwise
constitutes a Business Meal. In such instances, the Covered Person shall use a
procurement card and shall submit to the Finance Department the actual meal receipt(s).
VII. Payment or Reimbursement for Travel Away From Home
A. Transportation Expenses – The County will reimburse Covered Persons for use of
their personal vehicle for non-Local Travel at the IRS Rate. The County will reimburse
Covered Persons for use of their personal vehicle for Local Travel at the IRS Rate, provided
that such Covered Persons do not receive a monthly travel allowance. The mileage
reimbursed will be measured from the Covered Person’s beginning location or the location
where the Covered Person typically reports to work, whichever results in a lesser distance.
The County will pay for or reimburse the cost of fare for bus, train, taxi, and air transportation.
Covered Persons must obtain such tickets at the most economical rate available, and they
shall make reservations as far in advance as possible to obtain the lowest rates available. If
a commercial airline is used, the County will only pay the cost of the airfare and one checked
bag (if such a checked bag charge is applicable). Only standard coach/economy class
airfares are authorized. Use of a procurement card for payment of such transportation
expenses is required when this payment option is available. A detailed receipt along with an
agenda or a statement of purpose must be included as part of the procurement card
payment.
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B. Lodging – The County will pay the actual cost of a commercial lodging establishment.
Covered Persons shall utilize conference/seminar hotel packages when available. In the
event a conference/seminar package is not available, the Covered Person shall obtain
lodging at a reasonable price within a reasonable distance from the conference/seminar or
place where the Covered Person is required to conduct Official County Business. Covered
Persons shall request a government rate when making reservations if conference/seminar
packages are not available. A Covered Person shall use a procurement card to make
reservations at a commercial lodging establishment. A detailed original receipt is required
indicating the dates of stay, the daily room rate, and all applicable taxes, along with an
agenda or a statement of purpose. Credit card receipts are not sufficient.
Job related telephone calls are reimbursable as long as they are shown on the hotel bill.
Personal telephone calls will not be reimbursed nor paid for with a County procurement
card. When more than one Covered Person occupies the same hotel room, the total lodging
expense should be reported on only one of the Covered Person’s Travel Reimbursement
Forms (if such expenses are not paid by procurement card). When another person who is
not a Covered Person occupies the same hotel room with a Covered Person during
authorized travel, the Covered Person must pay the difference between the single and
double room rates, if applicable.
C. Meals and Incidental Expenses (M&IE) for Travel Away From Home –
Effective with the implementation of this Policy, Covered Persons who undertake Travel
Away From Home will no longer be allowed to purchase meals or incur Incidental Travel
Expenses using a procurement card, nor will they be reimbursed based upon receipts for
such expenses. Rather, Covered Persons will receive a daily M&IE allowance for meals and
Incidental Travel Expenses for each day of travel as provided for in this Section. The daily
M&IE allowance shall be requested on the Covered Person’s Travel Reimbursement Form
and submitted in accordance with Section VIII of this Policy.
A daily M&IE allowance will be provided using the most current version of the Maximum
Federal Per Diem Rates for meals and incidental expenses as published by the U.S. General
Services Administration (“GSA”). These rates are currently available at the GSA’s website:
http://www.gsa.gov.
For international travel, the M&IE allowance will be calculated using the U.S. Department of
State Foreign Per Diem Rates for meals and incidental expenses. These rates vary by country
and city, and include amounts for lodging, meals, and incidental expenses. Covered Persons
should consult the most current rate applicable to their destination. Adjustments for meals
provided by a conference, host agency, or airline must still be deducted using the State
Department’s deduction guidance. These rates can be found at:
https://aoprals.state.gov/web920/per_diem.asp.
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A Covered Person shall take the following steps to calculate the amount of the M&IE
allowance for each day of travel (please also refer to subsection D of this Section for a
sample calculation). This calculation must be done separately for each day of travel.
Step 1
Determine which column of the daily M&IE allowance chart (shown below as an example
only, subject to change) corresponds with the M&IE allowance amount (shown as the M&IE
total) applicable to the Covered Person’s area of travel. The Covered Person’s area of travel
is based upon the work/conference/seminar location, not the accommodation location.
The column which corresponds with the Covered Person’s area of travel is determined by
the federal government based upon average costs in that area. By way of example only, if a
Covered Person’s area of travel is Raleigh, the current applicable M&IE column is the $74
column; whereas if a Covered Person’s area of travel is Asheville, the current applicable
M&IE column is the $80 column. The applicable M&IE allowance column amounts which
correspond with areas of travel are currently available on the GSA’s website at:
http://www.gsa.gov.
Once the appropriate column is determined, the Covered Person should only utilize that
column in their calculations of each day’s M&IE allowance amount for that particular area of
travel.
Step 2
Determine whether the M&IE allowance amount for that day is based upon the full M&IE
allowance amount in the top row of the column, or if the M&IE allowance amount for that day
is based upon the partial M&IE allowance amount shown in the bottom row of the column.
On the first day of travel, the last day of travel, or partial travel days (those Travel Away From
Home trips that last longer than 12 hours, but less than 24 hours), the Covered Person
should use the partial M&IE allowance amount shown in the bottom row of the column in
calculating the M&IE allowance amount for that day.
Otherwise, on full days of travel, the Covered Person should use the full M&IE allowance
amount shown in the top row of the column in calculating the M&IE allowance amount for
that day.
Step 3
Determine if any deductions should be made from the M&IE allowance amount determined
in Step 2.
If there are no meals furnished to the Covered Person at the conference/course/meeting on
that day (e.g. meals included as part of the registration fees already paid by the County or
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vendor/association sponsored meals), then there are no required deductions. The Covered
Person will receive the M&IE allowance amount determined in Step 2.
However, if there are meals furnished to the Covered Person at the
conference/course/meeting on that day (as described in the paragraph above), a Covered
Person shall deduct the appropriate amount from the amount determined in Step 2 based
upon the type of meal(s) provided (This applies for all Travel Away From Home within the
Continental United States). This deduction must be made for each such meal. The amount
remaining after such meal deductions from the Step 2 amount is the M&IE allowance
applicable for that day. However, the total amount of deductions made shall never cause a
Covered Person to receive less than the amount allowed for incidentals in the chart below.
Exception for Union County Sheriff's Office
This paragraph only applies to Covered Persons associated with the Union County Sheriff's
Office. Other than as set forth in this paragraph, Sections VII(C)–(D) of this Policy do not
apply to Covered Persons associated with the Union County Sheriff's Office during Travel
Away From Home.
Such Covered Persons will not receive a daily M&IE allowance for meals and incidental travel
expenses. Instead, these individuals shall comply with the following guidelines:
Meal Expenses:
Covered Persons shall either:
a) use a procurement card for meal costs incurred during Travel Away From Home, or
b) use personal funds and submit a Travel Reimbursement Request for actual meal costs.
M&IE total Breakfast Lunch Dinner Incidental
expenses
First and last day
of travel
$68 $16 $19 $28 $5 $51.00
$74 $18 $20 $31 $5 $55.50
$80 $20 $22 $33 $5 $60.00
$86 $22 $23 $36 $5 $64.50
$92 $23 $26 $38 $5 $69.00
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All reimbursement requests must include:
Itemized meal receipts, and an agenda or statement of purpose for the meal to substantiate
the expense.
Meal reimbursement or procurement card payments shall not exceed the applicable per-
meal deduction amounts based on GSA’s current Maximum Federal Per Diem Rates for the
area of travel, as outlined in Step 1 of this Section.
For example, if the M&IE total for the area is $68 per day, the County shall pay or reimburse
up to: $16 for breakfast, $19 for lunch and $28 for dinner.
Incidental Travel Expenses:
Covered Persons may submit a Travel Reimbursement Request for actual incidental
expenses incurred each day, up to the daily incidental expense limit specified in the GSA’s
current Maximum Federal Per Diem Rates for the relevant area of travel.
Example: If the incidental expense portion is $5 per day (as shown in the sample chart
below), reimbursement will be limited to $5 per day.
D. Sample M&IE Allowance Calculation
Use of the GSA formula for calculation of the M&IE allowance is best illustrated by example.
Note that this example does not consider any transportation or lodging expenses.
A Covered Person leaves Union County on Monday morning for a conference in Asheville.
The conference takes place on Monday afternoon, all day Tuesday and Wednesday, and
Thursday morning. The Covered Person returns to Union County on Thursday afternoon. On
Tuesday the conference (which was paid for by the County) provides lunch and dinner. On
Wednesday, the conference provides lunch only. On Thursday, the conference provides
breakfast only. Because provided as part of the conference, these meals have in effect
already been paid for by the County.
The applicable M&IE allowance total for the travel area (Asheville) is the $80 column. The
M&IE allowance for each day will be calculated as follows based upon the applicable $80
M&IE allowance column:
Monday- $60 = [first day of travel allowance amount ($60) with no provided meal
deductions]
Tuesday- $25 = [full day M&IE allowance amount ($80) with a $22 deduction for the
provided lunch and a $33 deduction for the provided dinner]
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Wednesday- $58 = [full day M&IE allowance amount ($80) with a $22 deduction for
the provided lunch]
Thursday- $40 = [last day of travel allowance amount ($60) with a $20 deduction for
the provided breakfast).
VIII. Travel Reimbursement Procedures
A. Submitting a Travel Reimbursement Request – A Covered Person must complete a
Travel Reimbursement Form and attach original itemized receipts (excluding meals and
incidental expenses if requesting the M&IE allowance) for expenses to be reimbursed. All
appropriate areas of the reimbursement form must be completed. The form includes the
date of departure and arrival at the official workplace and/or any other place travel begins or
ends. Departure and arrival times must be included if a M&IE allowance is requested. If any
portion is left blank, the Travel Reimbursement Form will be returned to the Covered Person
submitting the form.
The Covered Person must also submit a copy of the conference program, agenda and/or a
statement of purpose for travel indicating the days and times of the
conference/seminar/course/purpose of business, along with the Travel Reimbursement
Form. If the travel period is greater than the length of the
conference/seminar/course/purpose of business, the Covered Person must submit
documentation indicating that there is a savings to the County by staying additional days
and/or nights. Documentation includes, by way of illustration only, quotes from a ticket
agent on such items as airfare, quotes on accommodation rates, etc.
For international travel, Covered Persons must also submit:
• A copy of the international flight itinerary.
• All required documentation receipts in English or accompanied by a translated
summary.
• The applicable U.S. Department of State per diem schedule for the travel destination.
B. Approval and Processing of Reimbursement Requests – The Covered Person must
submit the Travel Reimbursement Form and all supporting documentation to their Director,
or the County Manager, as applicable, for approval within thirty (30) days of completion of
the travel. After signed approval, the Travel Reimbursement Form and all accompanying
documentation is forwarded to the County’s Finance Department. A Travel Reimbursement
Form submitted by a county commissioner is reviewed by the County Manager for the sole
purpose of determining compliance with this Policy before being forwarded to the County’s
Finance Department.
The Finance Department will audit the Travel Reimbursement Form. This includes validating
the required signed authorized approval, verifying mathematical calculations, verifying
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travel receipts submitted, and confirming that M&IE allowances requested are in
compliance with this Policy. If an error is discovered in the Travel Reimbursement Form or
accompanying documentation, the reimbursement amount will be adjusted accordingly,
and the Finance Department will notify the submitting Covered Person and the approving
Director (or County Manager) prior to payment.
IX. Penalties Associated with Violation of this Policy or Abuse of Travel
Reimbursement
A. Union County Personnel Resolution – An intentional violation of this Policy
constitutes unacceptable personal conduct under the Union County Personnel Resolution.
Such an intentional violation of this Policy by a County employee may result in disciplinary
action up to and including dismissal from County employment.
Employees who abuse travel privileges shall be subject to disciplinary action, up to and
including dismissal from County employment, as deemed appropriate by the County
Manager. Abuse of travel privileges includes, but is not limited to, the following:
• Falsification of travel documentation or requests for reimbursement.
• Submission of requests for travel expenses not determined to be related to the
purpose of travel.
• Use of County vehicles for transportation not related to the purpose of travel.
B. State Statute Penalties – A Covered Person submitting or approving falsified
reimbursement forms is subject to disciplinary action and/or criminal prosecution. It is
provided in G.S. § 159-181(a) that any governing board member, officer, or employee of a
local government submitting a written claim or approving a claim for funds, knowing that any
portion of such claim is false, is guilty of a Class 3 misdemeanor.
Any employee who receives reimbursement or has expenses paid by any other source
including vendors, federal, state, or local grants, or any private contributor may not claim
those same expenses for reimbursement from the County. A claim submitted for such
expenses is in violation of G.S. § 159-181(a) as noted above.
X. Variances
It is understood that this Policy may not anticipate every conceivable circumstance pursuant to
which payment or reimbursement of travel expenses by the County may be reasonable. Therefore,
approval of a variance may be granted by the County Manager if it is concluded that strict
enforcement of this Policy would result in severe practical difficulties or unnecessary hardships for
the Covered Person and that by granting the variance the spirit of the Policy will be observed and
substantial justice done.
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XI. Effective Date
This Policy shall become effective for travel beginning on or after October 7, 2025, and it shall
supersede the Union County Travel Policy in effect for travel occurring prior to such time.
Adopted by the Union County Board of Commissioners this the 17th day of February, 2014.
Revised August 14, 2023, April 7, 2014, and October 6, 2025.
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-606 Agenda Date:10/6/2025
TITLE:..title
Contract - Janitorial Services
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868
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:
Facilities And Fleet Management completed an assessment of our Janitorial Services Contract in
FY2025 and concluded that a two-contract structure would potentially pose a lower risk to the County
given the current state of the janitorial market. A common issue that contractors face in the market is
finding, hiring and retaining quality staff. That issue has contributed to lower quality of work and
inconsistent service delivery.
This request is to approve the second of two janitorial contracts that will service all general
government and UC Water facilities. The Board previously approved the first of the two contracts at
the May 19, 2025, meeting and the contract went into effect on July 1, 2025. This contract will include
custodial services for approximately 66% of the county’s general government and UC Water facilities
and will go into effect on November 1, 2025.
The breakdown of the buildings serviced by each of the two custodial contracts is below:
Contract #1 previously awarded by Board on May 19, 2025, to Citywide:
Buildings serviced include Jefferson Street (leased), Agriculture Center, Emergency Services,
Simpson Event Center, Judicial Center, UCSO Animal Shelter, UCSO Firing Range, UCSO
Administration Building, Old UCSO Administration Building
Contract #2 (REQUESTED TO BE APPROVED IN THIS AGENDA ITEM) -
Recommendation to award to Integrity
Buildings to be serviced include Adult Probation (leased), Farmers Market, Government
Union County, NC Printed on 9/23/2025Page 1 of 2
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File #:25-606 Agenda Date:10/6/2025
Center, Historic Courthouse, Historic Post Office, Human Services, Juvenile Probation
(leased), Main Library/Board of Elections, Marshville Library, Patton Ave, Progress Building,
Southwest Regional Library, UCPS Administration, Union West Library, 12 Mile Creek,
Crooked Creek, Public Works Operations Center, Yadkin Water Plant.
The Procurement Department partnered with Facilities & Fleet Management to issue Request for
Proposals RFP#2025-056 Janitorial Services. On July 1, 2025, twenty-six proposals were received
and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project.
The top ranked three firms/vendors were invited to shortlist interview/presentations. As a result, the
team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Integrity
National Corporation, to provide janitorial services.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $1,100,558. Since this contract contains an initial term
of two years with three one-year renewal options, a total of $5,502,790 is estimated to be spent.
Funding is available in the adopted FY26 budget with future expenditures subject to annual BOCC
budget appropriation.
Union County, NC Printed on 9/23/2025Page 2 of 2
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1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and INTEGRITY NATIONAL
CORPORATION, a Maryland corporation authorized to do business in North Carolina, whose
address is 1734 Elton Road, Suite 230, Silver Spring, MD 20903, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain janitorial services; and
WHEREAS, Contractor is willing to perform such services as described in this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
set forth, the parties hereto do each contract and agree with the other as follows:
1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in
the attached Request for Proposal No. 2025-056, “Janitorial Services,” including Addendum No. 1
thereto dated June 24, 2025, and Addendum No. 2 thereto dated July 7, 2025 (the “RFP”), which is
incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this
Agreement. Union may make additional changes to the Services during the term of this Agreement.
Union may remove any facility from the Services upon ten (10) days’ written notice to Contractor.
Upon the effective date of such removal, Contractor shall cease providing Services at the removed
facility and shall not invoice Union for such facility thereafter. If services are to be added, including,
but not limited to, services at a new facility, the parties shall negotiate the scope and fees in good
faith. No change requiring an increase in fee or a material modification to the Services shall be
effective without written amendment hereto.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor in accordance with
the pricing listed on the attached Pricing Proposal Form for performance of the Services. The Pricing
Proposal Form is incorporated herein by reference. Contractor shall invoice Union on a monthly
basis for Services performed, or upon such other schedule as may be agreed upon by the parties.
Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance
Department. All payments shall be conditioned upon appropriation by the Union County Board of
Commissioners of sufficient funds for each request for services.
3. TERM AND TERMINATION. The Effective Date is November 1, 2025. This
Agreement shall have a term of two (2) years (the “Initial Term”). Upon completion of the Initial
Term, Union may, in its sole discretion, elect to renew this Agreement for up to three (3) additional
one (1)-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may
terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice
to Contractor. In the event of termination without cause, Contractor shall be paid for services
performed to the date of notification of termination by Union.
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4. FACILITY FLOOR PLANS. If Contractor requires the use of floor plans showing
detailed layouts of Union’s facilities, Union may provide such floor plans to Contractor.
Notwithstanding Section 5 herein or anything else in the Agreement to the contrary, Contractor shall
keep all floor plans in the strictest confidence and shall only allow such employees or agents of
Contractor who need to review the floor plans in order to carry out the Services to see the floor plans.
Upon termination of this Agreement, Contractor shall return all floor plans to Union or shall destroy
all copies of the floor plans.
5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this
Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that
Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the
“Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public
record as defined in such Act, and as such, will be open to public disclosure and copying.
6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind in connection with or arising out of this
Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of
Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate,
handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all
other costs and expenses related thereto.
8. DISPUTE RESOLUTION.
A. Any claim, dispute, or other matter in question arising out of or related to this
Agreement shall be subject to mediation as a condition precedent to the institution of legal or
equitable proceedings by either party. Union and Contractor shall endeavor to resolve claims,
disputes, and other matters in question between them by mediation which, unless the parties mutually
agree otherwise, shall be in accordance with the Rules Implementing Statewide Mediated Settlement
Conferences in Superior Court Civil Actions promulgated pursuant to N.C. Gen. Stat. § 7A-38.1, or
any successive statutory alternative dispute resolution rules or requirements. A request for mediation
shall be filed in writing with the other party to this Agreement. The mediator must be certified by,
and in good standing with, the North Carolina Dispute Resolution Commission. The parties agree to
split the mediator’s fee and any filing fees equally and to pay such fees promptly on demand. The
mediation shall be held in Union County, North Carolina, unless the parties and mediator mutually
agree on another location. The parties agree that if there is no resolution of a dispute satisfactory to
both parties pursuant to the mediation procedure outlined in this Section within sixty (60) days after
the request for mediation is filed with the other party, the next step in the dispute resolution process,
and the binding method of dispute resolution, shall be litigation in the General Courts of Justice in
the State of North Carolina sitting in Union County, North Carolina.
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B. During resolution of any dispute pursuant to this Section 8, Contractor and
Union shall each continue to perform all of their respective obligations under this Agreement without
interruption or delay.
9. FORCE MAJEURE. Neither party shall be liable to the other for any loss, damage,
failure, delay, or breach in rendering any services or performing any obligations hereunder to the
extent that such failure, delay or breach results from any cause or event beyond the control of the
party being released hereby (“Force Majeure”), including but not limited to acts of God, acts or
omissions of civil or military authorities (acting in their sovereign, but not in their contractual,
capacity), floods, torrential rainfall, other severe or unusual weather or climatic conditions, which
would exist for a substantial period of time and would have an effect so as to substantially impair the
completion deadline, epidemics, quarantines, or other medical restrictions or emergencies, defects or
failures in equipment or materials owned or supplied by the other party, strikes or other labor actions,
embargoes, wars, civil disobedience, riots, terrorism, or of governmental rationing or fuel and/or
power which would result in a severe shortage thereof, which would substantially impair the
proposed completion deadline.
If either party is prevented or delayed in the performance of its obligations hereunder by
Force Majeure, that party shall immediately notify the other party in writing of the reason for the
delay or failure to perform, describing in as much detail as possible the event of Force Majeure
causing the delay or failure and discussing the likely duration of the Force Majeure and any known
prospects for overcoming or ameliorating it. Both parties agree to take any commercially reasonable
measures to overcome or ameliorate the Force Majeure and its adverse effects on this Agreement,
and to resume performance as completely as is reasonably possible once the Force Majeure is
overcome or ameliorated.
10. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding the location and operation of Contractor’s
business and regarding business permits, certificates, and licenses that may be required to carry out
the work to be performed under this Agreement.
11. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or
the employees of Contractor. Contractor shall not be treated as an employee with respect to the
services performed hereunder for federal or state tax purposes.
12. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND
LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law,
Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that
Contractor may be liable for self-employment (social security) tax, to be paid by Contractor
according to law.
13. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own
independently established business, Contractor is not eligible for, and shall not participate in, any
employee pension, health or other fringe benefit plan of Union.
14. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning Contractor or the employees of
Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and
the employees of Contractor.
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15. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or any
form of agency between the parties.
16. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may become
due or monies that are due) without the written consent of the other, except to the extent that any
assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted
by law. Unless specifically stated to the contrary in any written consent to assignment, no
assignment shall release or discharge the assignor from any duty or responsibility under this
Agreement.
17. NON-WAIVER. The failure of either party to exercise any of its rights under this
agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
18. NON-COMPETE AGREEMENTS. In consideration of the execution of this
Agreement by Union, Contractor will not enter into covenants not to compete or non-competition
clauses with its employees staffed on Union’s account which would prohibit said employees from
competing, directly or indirectly, or competing in any other manner, with Contractor. Additionally,
Contractor will execute legally binding releases with any of Contractor’s employees staffed on
Union’s account as of the Effective Date, as well as any additional employees staffed to Union’s
account during the term of this Agreement. Such releases will terminate any covenants not to
compete or non-competition clauses with Contractor’s employees staffed on Union’s account, which
covenants or clauses would prohibit said employees from competing, directly or indirectly, or
competing in any manner, with the Contractor, as such covenants or clauses apply to Union.
Contractor shall also not enforce any covenants not to compete or non-competition clauses against
any former employees if such employee is hired or contracted with, directly or indirectly, by Union.
For purposes of this Section, the phrase “competing directly or indirectly, or competing in any other
manner, with Contractor,” shall mean the entering into or attempting to enter into any similar
business as that carried on by this Agreement with any individual, partnership, corporation,
subdivision of the State of North Carolina, or association that was or is the same or related business
as the Contractor. This Section shall survive termination or expiration of the term of this Agreement.
19. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
20. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
21. COMPLETE AGREEMENT. This Agreement contains the complete agreement of
the parties regarding the terms and conditions of the Agreement, and there are no oral or written
conditions, terms, warranties, understandings or other agreements pertaining thereto which have not
been incorporated herein. This Agreement may be modified only by written instrument duly
executed by both parties, or their respective successors in interest.
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22. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden
upon one of the parties.
23. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and
approved by all requisite action of the party’s management and appropriate governing body.
24. E-VERIFY. E-Verify is the federal program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent
program, used to verify the work authorization of newly hired employees pursuant to federal
law. Contractor shall ensure that Contractor and any subcontractor performing work under this
Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies
with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of
this provision by Contractor will be considered a breach of this Agreement, which entitles Union to
terminate this Agreement, without penalty, upon notice to Contractor.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
INTEGRITY NATIONAL CORPORATION
By: (SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner required
by The Local Government Budget and Fiscal Control Act.
Deputy Finance Officer
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Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
D. FIDELITY COVERAGE
Fidelity coverage providing (1) Employee Theft; (2) Forgery or Alteration;
(3) Theft, Disappearance or Destruction; and (4) Computer and Funds Transfer
Fraud coverage covering contractors, employees, officials and agents for
Contractor with limits of no less than $100,000 – claims made. This requirement
may be met with a Fidelity Bond of Commercial Crime Insurance when the
Commercial Crime Insurance policy includes Union County under third party
coverage.
E. LOST KEY COVERAGE
Lost Key coverage to cover the expense of having the facilities covered herein
totally re-keyed or re-keyed as necessary for lost or misplaced master or other
keys for which Contractor is responsible. Minimum coverage required of $5,000
each occurrence.
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II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE
GENERAL LIABILITY INSURANCE POLICY.
B. Before commencement of any work or event, Contractor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
D. It is the intention of the parties that the insurance policies afforded by Contractor
shall protect both parties and be primary and non-contributory coverage for any
and all losses covered by the above-described insurance.
E. Union County shall have no liability with respect to Contractor’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Facilities
Contract #: 9891
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union County for
claims made or suits brought which result from or are in connection with the
performance of this Agreement.
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I. Certificate Holder shall be listed as follows:
Union County
Attention: Risk Manager
500 North Main Street
Monroe, NC 28112
J. If Contractor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Contractor shall ensure that the assignee or
subcontractor satisfies all requirements of this Agreement, including, but not
limited to, maintenance of the required insurances coverage and provision of
certificate(s) of insurance and additional insured endorsement(s), in proper form
prior to commencement of services.
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528
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-607 Agenda Date:10/6/2025
TITLE:..title
Contract Amendment - Landscaping Services
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
1) November 1, 2021, Regular Meeting, Agenda Item #21-346, Approved initial contract
2) June 6, 2022, Regular Meeting, Agenda Item #22-318, Approved amendment to add Emergency
Services and Sheriff’s Office
3) November 1, 2024, Regular Meeting, Agenda Item #24-593, Approved one-year contract renewal
BACKGROUND:
The Facilities & Fleet Management department has utilized the contractual services of Lawrence
Companies, LLC D/B/A Providence Landscape Group for landscape services since November 1,
2021. The company has been effective and efficient in meeting our service needs, and we are
requesting to continue this service for an additional one year and adding the Union County Cemetery
on Cresthaven Drive, Monroe, NC to the service locations.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $494,495.00 and is budgeted accordingly for FY26.
Union County, NC Printed on 9/23/2025Page 1 of 1
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STATE OF NORTH CAROLINA
AMENDMENT #9
COUNTY OF UNION
This Amendment, made and entered into as of ____________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, hereinafter
referred to as “Union,” and LAWRENCE COMPANIES, LLC D/B/A PROVIDENCE
LANDSCAPE GROUP, hereinafter referred to as “Contractor,” shall modify as indicated that
agreement between the parties dated October 8, 2021, as modified by amendments dated June 9,
2022, August 29, 2022, December 1, 2023, December 15, 2023, June 4, 2024, September 10,
2024, May 30, 2025, and June 13, 2025, hereinafter referred to as the “Agreement.”
W I T N E S S E T H:
WHEREAS, the parties entered into an agreement pursuant to which Contractor provides
certain landscaping services at specified Union facilities (the “Landscape Services”); and
WHEREAS, Union now desires to exercise its option to renew the Agreement, and to add
additional services to the scope of the Agreement; and
WHEREAS, Contractor is willing to provide the Landscape Services, including the
additional services, during the renewal term.
NOW, THEREFORE, in consideration of the parties’ continuing obligations under the
Agreement and other good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the parties hereto do each contract and agree with the other as follows:
1. In addition to the Landscape Services listed in the Agreement, Contractor agrees
to provide quarterly maintenance services at the cemetery located at 0 Cresthaven Drive,
Monroe, NC (Union County, NC Parcel No. 09351207), beginning August 1, 2025 (the
“Cemetery Landscape Services”).
2. Union agrees to pay Contractor for the Cemetery Landscape Services at the rates
reflected on the attached Exhibit A, which is incorporated herein by reference. The fees for the
Cemetery Landscape Services are in addition to the fees already paid pursuant to the Agreement.
3. Contractor and Union agree to renew the Agreement for one (1) year, beginning
November 1, 2025, and ending October 31, 2026 (the “Second Renewal Term”).
4. Each signatory below warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Amendment. Each signatory further
warrants that the execution, delivery and performance by it of this Amendment and the
Agreement has been duly authorized and approved by all requisite action of the party’s
management and appropriate governing body.
5. Except as herein amended, the terms and provisions of the Agreement shall
remain in full force and effect.
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IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals and caused this Amendment to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
LAWRENCE COMPANIES, LLC D/B/A
PROVIDENCE LANDSCAPE GROUP
By: (SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
____________________________________
Deputy Finance Officer
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EXHIBIT A
INT _______
532
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-610 Agenda Date:10/6/2025
TITLE:..title
Contract Renewal - Managed Print Services
INFORMATION CONTACT:
Christopher Liersaph, Information Technology, Assistant Director, 704-292-2520
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:
September 19, 2022, Regular Meeting, Agenda Item #22-648, Approved initial agreement
BACKGROUND:
The Information Technology Department has utilized the contractual services of Sharp Leasing USA
Corporation for Managed Print Services since October 2022. Sthe company has been effective and
efficient in meeting our service needs, and we are requesting to continue this service for an additional
twenty-four Months.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $235,749. Since this contract renewal contains a two-
year term, a total of $471,498 is anticipated to be spent. Funding is available in the adopted FY26
budget with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 9/23/2025Page 1 of 1
powered by Legistar™533
SLUSA/Schedule to Master Lease Agreement 2025-08 USA-SEC-2025-SIICA-00033.1
Sharp Leasing USA Corp.
Schedule to Master Lease Agreement (Municipal)
Customer Name:
UNION, COUNTY OF
Master Lease Agreement Number:
Master Lease Agreement Date: 9/30/2022
Lease Order No.:
Name of Supplier: Sharp
Electronics Corporation
Schedule Number:
This schedule (this “Schedule”) is made and entered into by and between Sharp Leasing USA Corp. (hereinafter ”We,” “Us” or “Our”) and the
customer named above (hereinafter “You” or “Your”). This Schedule is entered into subject to the master agreement referenced above (the “Master
Agreement”) between You and Us. All of the terms and conditions set forth in the Master Agreement are hereby reaffirmed and incorporated in and made part
of this Schedule, as if fully set forth herein. The Master Agreement, together with this Schedule and the related and supporting documents entered into in
connection with this Schedule, represent the final and only agreement between You and Us regarding the subject matter herein and the equipment identified
below (the “Equipment”) and may not be contradicted by evidence of prior, contemporaneous or subsequent oral agreements. This Schedule may not be
changed except by way of a written agreement between You and Us. Other agreements (including, without limitation, those cont ained in any purchase
agreement or other agreement between You and Sharp Electronics Corporation) not stated in the Master Agreement or in this Schedule are not binding on Us.
This Schedule, inclusive of the terms and conditions set forth in the Master Agreement, constitutes a separate Lease between You and Us. Any amendment to
the Master Agreement subsequent to the date of this Schedule shall be ineffective as to this Schedule unless otherwise expressly stated in such amendment.
This Schedule may not be modified except in a writing signed by You and Us.
1.This Schedule applies to the following-described Equipment:
EQUIPMENT DESCRIPTION:
Qty Model No. Descr
iption
Monthly
Equipm
ent
Payment
(A)
Monthly
Service
Payment
(B)
Monthly
Payment
(A+B)
Copy
Type
(B&W
Color)
Monthly
Copy
Allowance
(each)
Overage
Copy
Charge
56 BP70C31
47 BP70C45
7 BP70C55
1 BP70C65
TOTAL:
$19,645.68
____ SERVICE INCLUDING SUPPLIES
PAYMENTS ARE EXCLUSIVE OF TAX
FOR ADDITIONAL UNITS, SEE SCHEDULE A ATTACHED.
2.Equipment Location if different from Customer address set forth in Master Agreement: ______________________________________
Lessee Contact/Telephone: _________________________________________________________________________________________
3.3.Original term of this Schedule: 24__ months
4.Payment terms: Payment frequency is “Monthly” unless otherwise noted here: Quarterly Semi-Annual
Scheduled Meter Reading shall be “Monthly” unless otherwise noted here: Quarterly Semi-Annual
Overage Copy Charges will be billed when meter reads are taken.
5.Advance payment due at the time this Schedule is signed (if any): $____________, which shall be applied to the:
First payment First and last payments Other:____________________________
6.Security Deposit (if any): $______
7.Purchase Option at end of original term (applicable only if Schedule is entered into pursuant to a Master Lease Agreement):
10% × Fair Market Value One Dollar ($1.00) Other: ____________________________
Applicable only if Schedule is entered into pursuant to a Master Lease Agreement: The above Equipment purchase option (if any is checked) may be exercised
by You only at the end of the original term of this Schedule. If you are in default under the Master Agreement or this Schedule and/or any other schedule
under a Master Agreement at the time you desire to exercise the above-checked purchase option, You must cure such default(s) to Our satisfaction before
having the right to exercise such option. If the “One Dollar” purchase option is checked above, then no provision in the Master Agreement relating to automatic
renewal of the term of a schedule shall apply to this Schedule. If the “Fair Market Value” option is checked above, then the purchase price will be the fair
market value of the Equipment, as determined by Us in our sole but commercially reasonable judgment.
You agree to be bound by the terms of this Schedule, which includes the preprinted terms of the Master Agreement (as amended) and agree this Schedule
shall commence on the date of our acceptance. The parties agree that the original hereof for enforcement and perfection purposes, and the sole “record”
constituting “chattel paper” under the UCC, is either (a) the paper copy hereof bearing (i) the original or a copy of either your manual signature or an
electronically applied indication of your intent to enter into this Schedule, and (ii) our original manual signature or (b) the copy of this Schedule executed by the
parties and controlled by us or our assignee or custodian in accordance with the Electronic Signatures in Global and National Commerce Act or any similar
state laws based on the Uniform Electronic Transactions Act and other applicable law as electronic chattel paper under the UCC. Upon execution, the parties
agree to be bound to the terms hereof regardless of the medium or format in which this Schedule is maintained or controlled. Except as otherwise expressly
provided in the Master Agreement under which this Schedule is entered into, the Schedule is non-cancelable and may not be terminated early.
Us: Sharp Leasing USA Corp., 100 Paragon Dr, Montvale, NJ 07645
By:
You: UNION, COUNTY OF
By:
Name (print): Name (print):
Title: Title:
Approved as to
Legal Form: CJB
This Instrument Has Been Preaudited In The
Manner Required By The Local Government
Budget And Fiscal Control Act:
_______________________________ Deputy Finance Office
Brian W. Matthews
County Manager
534
Union County Name Union County Location Machine ID Model Serial #BW Meter Color Meter
SOIT-01 Indian Trail Patrol Room 99525752 MXC407P 502914803L0MC
LIBUW-02 UWPL-112 99525755 MXC407P 502920203LXZZ
LIBUW-03 UWPL-125 99550115 BP70C31 25172286
LIBUW-04 UWPL-124 99539321 BP70C31 25134765
LIBUW-01 UWPL-103 99539320 BP70C45 25144025
SOIT-02 Indian Trail Console 99456333 BP70C45 25132877
FACIL-02 Facilites 99337908 BP70C45 25133547
SOGR-01 Gun Range Hallway 99539332 MXC304WH 23014812
JESSE-01 Parks and Rec 99525753 MXC407P 502920604M4H5
ESC-911-ADM ESC-151 99523081 BP70C31 25174786
#N/A EOC 99523035 MXC407P 502920203LY0P
ESC-911-DSP ESC-151 99523033 MXB476WH 1F02734Y
ESC-EOC ESC-111 99523052 BP70C31 25174246
#N/A EOC 99523045 MXB427PW 460122410G15K
HHS-04 HHS - A337 99464622 BP70C45 25143545
HHS-03 HHS - A337 99464654 BP70C45 25095043
HHS-02 HHS - A313 99432969 BP70C45 25134287
DSS-05 DSS - E104 99384826 MXB427PW 460122410G16T
DSS-11 DSS - E110 99384837 MXB427PW 460122410G16R
DSS-09 DSS - E108 99384843 MXB427PW 460122410G16F
DSS-08 DSS - E107 99384851 MXB427PW 460122410G160
DSS-07 DSS - E106 99384857 MXB427PW 460122410G193
DSS-10 DSS - E111 99384858 MXB427PW 460122410G18L
DSS-06 DSS - E105 99384863 MXB427PW 4601105003Y33
DSS-50 DSS - E304 99384824 MXB427PW 460122410G15G
DSS-55 DSS - E309 99384825 MXB427PW 460122410G16D
DSS-54 DSS - E308 99384827 MXB427PW 460122410G15L
DSS-51 DSS - E305 99384829 MXB427PW 460122410G16M
DSS-56 DSS - E310 99384833 MXB427PW 460122410G16N
DSS-52 DSS - E306 99384834 MXB427PW 460122410G170
DSS-57 DSS - E311 99384839 MXB427PW 460122410G16L
DSS-53 DSS - E307 99384854 MXB427PW 460122410G15R
DSS-48 DSS - D315 99416858 BP70C45 25181976
DSS-49 DSS - D315 99432936 BP70C45 25134217
DSS-58 DSS - E332 99432940 BP70C45 25133227
HEA-01 HEA - B214 99464621 BP70C45 25144385
DSS-18 DSS - A230 99384831 MXB427PW 460122410G163
DSS-46 DSS - E242 99416861 BP70C45 25133907
DSS-13 DSS - E135 99416863 BP70C45 25131837
DSS-20 DSS - A236 99416864 BP70C45 25133977
DSS-47 DSS - E242 99416867 BP70C45 25135557
DSS-21 DSS - D218 99432937 BP70C45 25135247
DSS-14 DSS - E135 99432944 BP70C45 25133277
DSS-16 DSS - A204 99432946 BP70C45 25132857
DSS-03 DSS - D105 99464618 BP70C45 25132967
DSS-02 DSS - D105 99464619 BP70C45 25132997
DSS-26 DSS - E205 99464660 BP70C45 25144135
DSS-15 DSS - A203 99456486 BP70C45 25134797
DSS-19 DSS - A208 99424338 MXC407P 502922304PLTM
DSS-45 DSS - E233 99465318 MXC304WH 23010051
HEA-15 HEA - C344 99424337 MXB476WH 1F02933Y
HEA-13 HEA - C325 99424335 MXC407P 502922304PLVL
HEA-08 HEA - B323 99384821 MXB427PW 460122410G16P
HEA-10 HEA -B334 99384822 MXB427PW 460122410G15T
HEA-14 HEA - C334 99384823 MXB427PW 460122410G16W
HEA-09 HEA - B326 99384830 MXB427PW 460122410G16K
DSS-01 DSS - B108 99424334 MXB476WH 1F02697Y
HEA-06 HEA - B302 99424332 MXC304WH 23014832
HEA-12 HEA - C309 99416872 BP70C45 25183036
HEA-03 HEA - B232 99432938 BP70C45 25133877
HEA-11 HEA - B352 99432939 BP70C45 25134547
Schedule A, Union County
535
HEA-02 HEA - B232 99432961 BP70C45 25135277
HEA-07 HEA - B314 99424333 MXB476WH 1F03416Y
HHS-01 HHS - B102 99432962 BP70C55 25050497
DSS-12 DSS - E109 99384849 MXB427PW 460122410G15N
DSS-17 DSS - A223 99432941 BP70C45 25134527
HEA-05 HEA - C223 99424331 MXC304WH 23014632
HEA-04 HEA - C203 99464656 BP70C45 25144075
DSS-22 DSS - D218 99432945 BP70C45 25132807
FIN-01 GC-714 99464625 BP70C45 25132977
SOWC-01 Wesley Chapel Patrol Room 99456324 BP70C45 25134147
LIBMO-01 MPL-246 99539324 BP70C31 25134915
LIBMO-02 MPL-232 99523064 BP70C31 25173686
LIBMO-06 MPL-222 99525751 MXC407P 502920203LXW1
FACIL-01 IT (Spare Printer)99549479 MXM3071S 23003994
LIBMO-07 MPL-258 99525745 MXB427PW 4601105003Y2W
BOE-01 Board of Elections 99539336 BP70C45 25143715
LIBMO-08 MPL-222 99539328 BP70C31 25160846
LIBMO-09 MPL-264 99539329 BP70C31 25135595
LIBMO-05 MPL-218 99539337 BP70C31 25134755
LIBMO-04 MPL-257 99539323 BP70C31 25133035
#N/A Library 100944956 BP70C31 25064948
LIMBO-06 Cassie Printer MPL-222 97845452 MXC607P 50630530G0WN2
AG-01 AGC-138 99525750 MXC407P 502920203LY39
AG-05 AGC-135 99525746 MXB427PW 461105003XYF
AG-03 AGC-137 99501769 BP70C31 25174806
AG-02 AGC-125 99501597 BP70C55 25184236
AG-04 AGC-137 100944958 BP70C65 25083259
SOAS-03 Sheriffs Office 99479223 MXB476WH 1F02547Y
SOAS-04 Evidence 99479214 MXB427PW 460122410G15F
SOAS-02 CSI Director 99479222 MXB427PW 460122410G15X
SOAS-01 Dispatch/Console 99456319 BP70C31 25174016
SOMAIN-04 Sheriffs Office 99456320 BP70C31 25174826
108453376 MXC428P 5031415030WHN
SOMAIN-11 Jail Captain Office 99479217 MXC407P 502912703DFN0
SOJAIL-04 Jail Classification Office 99479218 MXC407P 502912703DFBM
SOSPARE-01 unused office 99479219 MXC407P 502912703DFDR
SOMAIN-07 Lt. James Dennis Office 99479224 MXC407P 502912703DFM8
SOJAIL-06 Jail Transportation 99501541 MXC407P 502914904L5H6
SOJAIL-03 Inmate Worker Supervision 99501544 MXC407P 502914904L5H1
SOJAIL-09 Jail Officer's Rm 99456325 MXB557P 406420111P7LV
SOMAIN-05 unused office 99456327 MXM3071S 23003144
SOMAIN-06 Sheriffs Office 99456317 MXB476WH 1F03391Y
CANE-02 Parks and Rec 99424377 MXB427PW 460122410G15C
SOMAIN-08 Sheriffs Office 99456315 MXB476WH 1F03396Y
SOJAIL-07 Sheriffs Office 99456322 MXB476WH 1F03395Y
SOMAIN-13 Sheriffs Office 99424378 MXB427PW 460122410G151
SOJAIL-10 Sheriffs Office 99424379 MXB427PW 460122410G166
DSSJC-01 DSS 99424380 MXB427PW 460122410G156
SOJAIL-08 Sheriffs Office 99456328 BP70C31 25174046
SOJAIL-05 Health 99456321 BP70C45 25132837
SOMAIN-02 Sheriffs Office 99456323 BP70C45 25135237
SOMAIN-01 Sheriffs Office 99456326 BP70C45 25134647
#N/A Sheriffs Office 99501545 BP70C55 25187156
SOJAIL-01 Sheriffs Office 99502085 BP70C55 25184926
#N/A Sheriffs Office 99523026 MXB476WH 1F02761Y
SOADMIN-18 Sheriffs Office 99501525 MXC407P 502920203LXYR
SOADMIN-24 Sheriffs Office 99501526 MXC407P 502914803L0M8
SOADMIN-25 Sheriffs Office 99501527 MXC407P 502914803L0ML
SOADMIN-29 Sheriffs Office 99501528 MXC407P 502914904L5KM
SOADMIN-30 Sheriffs Office 99501529 MXC407P 502914803L0N3
SOADMIN-26 Sheriffs Office 99501530 MXC407P 502914803L0N7
SOADMIN-27 Sheriffs Office 99501531 MXC407P 502914803L0MW
SOADMIN-32 Sheriffs Office 99501533 MXC407P 502914904L5HT
SOADMIN-35 Sheriffs Office 99501535 MXC407P 502914904L5G0
SOADMIN-17 Sheriffs Office 99501536 MXC407P 502914904L5G5
SOADMIN-34 Sheriffs Office 99501537 MXC407P 502914904L5HY
SOADMIN-23 Sheriffs Office 99501538 MXC407P 502920203LY3R
SOADMIN-31 Sheriffs Office 99479862 MXB427PW 460122410G164
536
SOADMIN-06 Sheriffs Office 99501182 MXB427PW 460122410G180
SOADMIN-05 Sheriffs Office 99501261 MXB427PW 4601105003Y2N
SOADMIN-02 Sheriffs Office 99501262 MXB427PW 4601105003Y38
SOADMIN-12 Sheriffs Office 99501263 MXB427PW 460122410G158
SOADMIN-10 Sheriffs Office 99501264 MXB427PW 4601105003XY7
SOADMIN-15 Sheriffs Office 99501265 MXB427PW 460122410G154
SOADMIN-33 Sheriffs Office 99501267 MXB427PW 460122410G152
SOADMIN-11 Sheriffs Office 99501505 MXB427PW 460122410G19R
SOADMIN-21 Sheriffs Office 99501507 MXB427PW 460122410G15H
SOADMIN-22 Sheriffs Office 99526864 MXB427PW 4601105003Y2H
SOADMIN-03 Sheriffs Office 99501610 BP70C31 25170516
SOADMIN-04 Sheriffs Office 99501611 BP70C31 25173606
SOADMIN-08 Sheriffs Office 99501612 BP70C31 25175026
SOADMIN-09 Sheriffs Office 99501613 BP70C31 25173776
SOADMIN-13 Sheriffs Office 99501614 BP70C31 25174816
SOADMIN-14 Sheriffs Office 99501615 BP70C31 25174376
SOADMIN-19 Sheriffs Office 99501617 BP70C31 25174596
SOADMIN-20 Sheriffs Office 99501618 BP70C31 25174396
SOADMIN-16 Sheriffs Office 99501594 MXM5071S 25016355
SOADMIN-28 Sheriffs Office 99501599 BP70C55 25187136
SOADMIN-01 Sheriffs Office 99501768 BP70C55 25187866
SOJC-04 Judical-4096 99522192 MXB476WH 1F02766Y
SOJC-02 Judical-1029 99501602 BP70C31 25174406
SOJC-01 Judical-0028 99501603 BP70C31 25175066
PWCC-01 Public Works 99539327 BP70C31 25134895
FACIL-03 Facilites 99372410 MXC407P 502912703DFHY
SOJC-03 Judical-2079 99384884 MXB476WH 1F03444Y
VETSVCS-01 Old Post Office 99371279 BP70C31 25174906
TAXCOL-04 Tax Collections 99424151 MXB427PW 460121910FNHH
CENADMIN-01 GC-918 99337912 BP70C45 25132907
TAXCOL-07 GC-157 99337914 BP70C45 25134837
TAXASST-04 GC-222 99371272 BP70C45 25132367
TAXASST-05 GC-222 99372813 MXC407P 502912703DFN7
TAXASST-03 GC-220 99384881 MXB476WH 1F03418Y
TAXASST-06 GC-228 99384882 MXB476WH 1F03415Y
#N/A Tax Assessment 100994478 MXC304WH 23017298
FIN-05 GC-809 99337920 BP70C45 25132287
BCODE-03 BCODE - 037 99372818 MXB427PW 4601102003HFH
BCODE-04 BCODE - 028 99372821 MXB427PW 4601105003Y32
BCODE-01 BCODE - 020 99372823 MXB427PW 4601105003Y35
CENADMIN-02 GC-913 99424336 MXC304WH 1301265X
TAXASST-02 GC-217A 99337896 BP70C31 25129595
ENVHEA-01 ENVHEA - 031A 99384905 MXC304WH 23010071
#N/A IT (Spare Printer)99384883 MXB476WH 1F03445Y
INNOV-02 GC-524 99372822 MXB427PW 4601105003Y34
FACIL-05 FACIL - 056 99384878 MXC304WH 23009361
FIN-03 GC-715 99424025 MXB427PW 460121910FNG1
BCODE-EH-01 BCODE -047 99337910 BP70C45 25133637
LEGAL-02 GC-927 99372851 MXC407P 502912703DFMP
LEGAL-01 GC-924 99371288 BP70C45 25132597
HR-01 HR -142 99337911 BP70C45 25132847
TAXCOL-08 GC -170 99337909 BP70C45 25134667
PLAN-01 PLAN - 065 99337901 BP70C31 25133275
FIN-02 GC-710 99337907 BP70C45 25135197
FACIL-04 FACIL - 053 99372819 MXB427PW 4601102003HF6
ROD-04 GC-239 99424004 MXB427PW 460122410G165
TAXCOL-06 GC-107 99372811 MXC407P 502912703DFMT
TAXCOL-03 Tax Collections 99372815 MXB427PW 4601102003HBF
TAXCOL-09 Tax Collections 99372812 MXC407P 502912703DFMK
TAXCOL-01 Tax Collections 99372820 MXB427PW 4601105003Y3C
TAXCOL-02 Tax Collections 99423900 MXB427PW 460122410G19X
PWGC-04 GC-414 99373250 MXM4071S 25013405
PWGC-06 GC-522 99337895 BP70C31 25129735
LIBMAR-03 Library 99525749 MXC407P 502920203LXYH
LIBMAR-02 Library 99539318 MXB476WH 1F02724Y
LIBMAR-01 MARPL-128 99539330 BP70C31 25134275
#N/A Library 100944957 BP70C31 25038410
PWOPS-02 Public Works 99416597 BP70C31 25174196
537
PWOPS-01 Public Works 99416400 BP70C31 25173966
Taxcol-05 GC-229 99464973 MXC407P 502912703DFMX
TAXASST-01 Tax Assessment 99372408 MXC407P 502922304PLVC
BCODE-02 BCODE - 027 99372814 MXC407P 502912703DFN2
PWOPS-03 Public Works 99425087 MXC304WH 23014602
PWGC-08 GC-625 99337902 BP70C31 25129725
TBD SPARE 99384906 MXB476WH 1F03442Y
ENVHEA-02 ENVHEA - 032 99384904 MXC304WH 23010041
GC-911-DSP 911 Communications -GroundFl 99337894 BP70C31 25133175
PWGC-05 GC-412 99337887 BP70C31 25136625
TAXCOL-10 GC-165 99337915 BP70C45 25133197
PWGC-07 GC-614 99337888 BP70C31 25129625
ENVHEA-03 ENVHEA - 047 99372816 MXB427PW 4601102003HBX
ENVHEA-04 ENVHEA - 029 99372824 MXB427PW 4601105003Y30
ESC-FM-01 ESC-121 99337890 BP70C31 25133265
INFOTECH-01 GC-814 99337889 BP70C31 25133255
PUBCOMM-01 GC-718 99337921 BP70C31 25136145
PWGC-01 GC-408 99337892 BP70C31 25129565
ROD-02 GC-244 99384907 MXB707P 406420111P7TP
ROD-01 GC-241 99373145 MXM3071S 23005454
ROD-05 GC-244 99373146 MXM3071S 23003274
ROD-03 GC-253 99373251 MXM3071S 23005884
TAXASST-08 GC-233 99337891 BP70C31 25129475
TAXASST-09 GC-235 98381894 BP70C45 25094573
LIBWAX-01 #N/A 99539317 MXB476WH 1F02757Y
LIBWAX-02 Library 99539326 BP70C31 25135395
#N/A Library 100944934 BP70C31 25073258
CANE-05 Parks and Rec 99525747 MXC407P 502920604M4H0
CANE-04 Parks and Rec 99539316 MXB476WH 1F02719Y
CANE-01 Parks and Rec 99540776 BP70C45 25144105
GARAGE-01 Garage 99479216 MXC407P 502912703DFN1
GARAGE-02 Garage 99479215 MXB476WH 1F02768Y
TRANSP-01 Transportation 99371273 BP70C55 25050937
FACIL-08 Facilites 99384879 MXC304WH 23010001
PWTM-01 Public Works 99539325 BP70C31 25134675
#N/A Water Department 104573879 BP70C31 33013538
#N/A Library 106341470 BP70C31 43016551
#N/A Library 106341471 BP70C31 3300417Y
#N/A Library 106341472 BP70C31 3300413Y
#N/A Library 106341468 BP70C31 43013221
#N/A #N/A 107097910 MXC528P 50303102106L8
#N/A #N/A 107384353 MXC528P 5030414511GWL
#N/A #N/A 107384354 MXC528P 5030414511GWG
Judicial Center Drug Rehab BP-C535WD
Cane Creek Campstore BP70C31
Solid Waste BP70C31
SPRAC BP70C31
Security & Risk 3rd Floor BP70C31
Security & Risk Ground Floor BP70C31
Attorney's office 1st Floor BP70C45
Name: ________________________________
Signauture:________________________________
Title:________________________________
Date: ________________________________
Brian W Matthews
County Manager
538
STATE STATE ZIP CODE
NC NC 28112
704-283-3500
POOL BILLING
Base Charge
Included in
Lease
CATEGORY FREQUENCY FREQUENCY
BW Monthly
COLOR Monthly
BW Monthly
COLOR Monthly
BW
COLOR
QUANTITY RATE QUANTITY RATE
POOL BW Start
Meter
Color Start
Meter
AUTHORIZATION
Sharp Authorization DATE
AUTHORIZED CUSTOMER PRINTED NAME
AUTHORIZED CUSTOMER SIGNATURE DATE
7-10-23-2023.MA_v.4 USA-SEC-2023-SBS-00001 (v. 2023.04.13)
POOL BW Start
Meter
Color Start
Meter
X
Customer has declined maintenance coverage at this time. The customer understands obtaining maintenance coverage later may
incur charges in addition to the normal maintenance charges and has been informed as to the current time and material billing
rates.
CUSTOMER CARE MAINTENANCE AGREEMENT
EQUIPMENT COVERED CONTINUED
MODEL SERIAL #ID #Physical Location
I have read and understand our obligations under the terms and conditions stated herein, and on the reverse side thereof, as the
only agreement pertaining to the equipment hereunder. No other agreements apply unless expressly noted on the face of this
agreement or in the contracts specified above. I understand all meter counts are based on 8.5 X 11 (minimum) single sided images
unless otherwise noted.
THIS AGREEMENT SHALL NOT BE EFFECTIVE UNLESS SIGNED BY THE CUSTOMER AND SBS CONTRACT
MANAGEMENT Maintenance Agreement contracts are non-refundable, non-transferable, and non-
cancelable. Price does not include applicable taxes. Sharp Business Systems is a division of Sharp Electronics
Corporation.
SEE SCHEDULE A
COMMENTS / SPECIAL INSTRUCTIONS
RATES LOCKED FOR 24 MONTHS
MODEL SERIAL #ID #Physical Location
Smart Rate
billed by SBS
NETWORKED PRINTERS/DESKTOPS NETWORKED PRINTER/DESKTOP$0.00
Monthly, In arrears
0 $0.00 0 $0.00
LOCAL/SINGLE USER
PRINTERS/DESKTOPS
LOCAL/SINGLE USER PRINTER$0.00 0 $0.00 0 $0.00
LOCAL/SINGLE USER DESKTOP 0 $0.00
SBS BILLING SMART RATE SUBTOTALS ITEMIZED BY TYPE & QTY BW COLOR
$0.00 BW 0
$0.00 COLOR 0
$0.00 BW 0No$0.00 Monthly COLOR 0
$0.00 BW 0 0.00650No$0.00 Monthly COLOR 0 0.05200
Yes NO
Monthly
DETAIL OF CHARGES
BASE CHARGE SUBTOTALS CATEGORY INCLUDED IMAGES EXCESS CHARGE
SUMMARY AGREEMENT ENTITLEMENT
BASE CHARGE TOTALTERM:SMART RATE PRINT SECURITY CONSOLIDATE SBS BILLING?Labor Parts Drums B Toner C Toner Staples
24 $0.00 Yes Yes Yes Yes
AUTHORIZING CONTRACT NUMBER (GSA/SOURCEWELL/STATE,ETC.)MICAS CONTACT PHONE
Christopher Mumpower
PURCHASE ORDER NUMBER EMAIL ADDRESS
christopher.mumpower@unioncountync.gov
Christopher Mumpower 704-283-3500
POOL CONTRACT NUMBER GROUP IDENTIFIER EMAIL ADDRESS
christopher.mumpower@unioncountync.gov
Christopher Mumpower 704-283-3500
PHONE EMAIL ADDRESS
704-283-3500 christopher.mumpower@unioncountync.gov
METER CONTACT PHONE
CUSTOMER BILL TO INFORMATION CUSTOMER LOCATION
COMPANY NAME COMPANY NAME
UNION COUNTY UNION COUNTY
ADDRESS ADDRESS
500 NORTH MAIN ST MULTIPLE LOCATIONS
CITY ZIP CODE CITY
MONROE 28112 MONROE
BILLING CONTACT SERVICE CONTACT PHONE
Christopher Liersaph <christopher.liersaph@unioncountync.gov>
CUSTOMER CARE MAINTENANCE AGREEMENT
ACCOUNT ID#SALES REP:ACCOUNT ID#START DATE:
Joe Grooms
Brian W. Matthews
539
540
VP07NAMC_0924
NON-APPROPRIATION AGREEMENT AND ACKNOWLEDGEMENT
(Applicable to Governmental Entities Only)
This Non-
Union, County of -
agreement number 3175508
which are not defined herein shall have the meanings given to such terms in the Agreement. The undersigned, an authorized
representative of Governmental Entity, hereby acknowledges and agrees as follows:
As of the date of the Agreement: (a) the individual who executed the Agreement had full power and authority to
Agreement a legal and binding obligation against it were followed; (c) the Equipment will be operated and
controlled by Governmental Entity and will be used for essential government purposes for the entire term of the
Agreement; (d) that all payments due and payable for the current fiscal year are within the current budget and
are within an available, unexhausted, and unencumbered appropriation; (e) Governmental Entity intends to pay
all amounts payable under the terms of the Agreement when due, if funds are legally available to do so; (f)
debt under applicable state law; (g) no provision of the Agreement constitutes a pledge of its tax or general
revenues; and (h) Governmental Entity will comply with any applicable information reporting requirements of the
tax code, which may include 8038-G or 8038-GC Information Returns.
If Governmental Entity exercises its right under applicable law to return the Equipment and terminate the
Agreement on the last day of the fiscal period for which funds were available (without penalty or additional
expense (other than the expense of returning the Equipment to the location designated by Company)),
at least thirty (30) days prior to the start of the fiscal period for which funds were not appropriated, certifying that
(a) Governmental Entity is a state or a fully constituted political subdivision or agency of the state in which it is
located; (b) funds have not been appropriated for the applicable fiscal period to pay amounts due under the
Agreement; (c) such non-appropriation did not result from any act or failure to act by Governmental Entity; and
(d) Governmental Entity has exhausted all funds legally available for the payment of amounts due under the
Agreement. This paragraph only applies if, and to the extent that, state law precludes Governmental Entity from
entering into the Agreement if the Agreement is deemed to constitute a multi-year unconditional payment
obligation. If and to the extent that the items financed under the Agreement is/are software, the above-referenced
certificate shall also include certification that the software is no longer being used by Governmental Entity as of
the termination date.
Company relied on this Acknowledgement as part of the Agreement.
A copy of this Acknowledgement containing Governmental Entity
intent to agree to the terms set forth herein shall be enforceable for all purposes.
(As Stated Above) X LesseeSignature LesseeName LesseeTitle LesseeDate
SIGNATURE NAME & TITLE DATE
Brian W. Matthews, County Manager
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SLUSA - Commercial Master Lease Agreement 2013-05USA-SEC-2022-SBS-148255
Sharp Leasing USA Corp.
Master Lease Agreement (Municipal)
Master Lease Number: Customer’s Federal Tax ID#:
Customer Name:
COUNTY OF UNION
Customer’s Address (principal place of business):
500 NORTH MAIN ST. MONROE, NC 28112
Customer’s d/b/a (if any): Customer’s Main Business Phone Number:
704-283-3500
In this Master Lease Agreement, (the “Master Agreement”), the words “You” and “Your” mean the Customer named above. “We,” “Us” and “Our” mean Sharp
Leasing USA Corporation (“SLUSA”). “Schedule” means a document, in the form attached hereto as Exhibit A or such other form as We may accept in Our sole
discretion, to be entered into between You and Us for each individual transaction entered into between You and Us pursuant to this Master Agreement. “Sharp” means
Sharp Electronics Corporation (either directly or through one of its branch dealers), the supplier of the Equipment to You. This Master Agreement, each Schedule and
the other documents executed or delivered by Us in connection herewith and therewith represent the final and only agreement between You and Us regarding
the subject matter herein and therein and shall supersede any other oral or written agreements between You and Us. This Master Agreement can be changed
only by a written agreement between You and Us. Other agreements not stated herein (including, without limitation, those contained in any purchase
agreement or other agreement between You and Sharp) are not binding on Us. This Master Agreement and each Schedule may be executed in counterparts, each
of which shall be deemed an original, but all of which together shall constitute the same document. You acknowledge that You have received a copy of this Master
Agreement and agree that a facsimile or other copy containing Your faxed or copied signature shall be as enforceable as the original executed Master Agreement. You
hereby represent that this Master Agreement is legally binding and enforceable against You in accordance with its terms.
1.LEASE OF EQUIPMENT - GENERAL. Each Schedule executed by You (and to be executed by You in the future) represents your agreement to lease from Us the
personal property listed therein (together with all existing and future accessories, attachments, replacements, additions and embedded software, the “Equipment”),
upon the terms stated in such Schedule and this Master Agreement, the terms and conditions of which are incorporated by reference into the Schedule (collectively, a
“Lease”). Each Schedule, including the terms and conditions incorporated therein by reference, shall be considered a separate and independent Lease. If the Equipment
includes any software, You agree that (i) We don’t own the software, (ii) You are responsible for entering into any necessary software license agreements with the owners
or licensors of such software, (iii) You shall comply with the terms of all such agreements, if any, and (iv) any default by You under any such agreements shall also
constitute a default by You under this Master Agreement and the related Schedule. The initial term of each Lease will begin on a date designated by Us after We accept
it (the “Commencement Date”) and will continue for the number of months shown on such Schedule (“Initial Term”). You promise to pay to Us the periodic payments
shown on each Schedule in accordance with the payment schedule set forth therein, plus all other amounts stated herein and therein. Each Schedule is binding on You
as of the date You sign it. After You sign a Schedule, We may (i) insert the Schedule or contract number thereon and any other information missing in such Schedule,
and (ii) change the payment amount by not more than 15% due to a change in the Equipment configuration, cost or tax amount, or a payment miscalculation.
2.NON-CANCELABLE TERM; RENEWAL. As used herein, “Present Term” means the term presently in effect at any time with respect to a Lease, whether it is the
Initial Term or a Renewal Term (as defined below). (a) After the Initial Term Union County, in its sole discretion, shall have the option to renew this Agreement for up to
two (2) additional one-year renewal terms by providing written notice to Sharp (each, a “Renewal Term”), and (b) the payment amount and other terms of such Lease
will continue to apply. If You do notify Us in writing that You intend to return the Equipment at the end of the Present Term, then, promptly upon the expiration of such
Present Term, You shall return the Equipment pursuant to Section 13 below. Each Lease is non-cancelable during the Initial Term and any Renewal Term.
3. UNCONDITIONAL OBLIGATIONS. With respect to each Lease, You agree that: (a) We are a separate and independent company from Sharp, the manufacturer
and any other vendor (collectively, “Vendors”), and the Vendors are NOT Our agents; (b) no statement, representation or warranty by any Vendor is binding
on Us, and no Vendor has authority to waive or alter any term of this Master Agreement or any Schedule; (c) You, not We, sele cted all Equipment and the
Vendors based on Your own judgment; (d) Your duty to perform Your obligations under this Master Agreement and each Schedule is unconditional and
irrevocable despite any failure of any Equipment, the existence of any law restricting the use of any Equipment, or any other adverse condition; (e) if You are
a party to any maintenance, service, supplies or other contract with any Vendor, We are NOT a party thereto, such contract is NOT part of this Master
Agreement or any Schedule (even though We may, as a convenience to You and a Vendor, bill and collect monies owed by You to such Vendor), We have no
obligations to You under such contract, and no breach by any Vendor will excuse You from performing Your obligations to Us under this Master Agreement
or any Schedule; and (f) if the Equipment is unsatisfactory or if any Vendor fails to provide any service or fulfill any other obligation to You, You shall not
make any claim against Us and shall continue to perform all of Your obligations to Us.
4.PAYMENTS. The payments due pursuant to each Schedule, plus applicable taxes and other charges provided for herein and in the Schedule, shall be due and
payable within 30 days from the receipt of an accurate invoice. The payments due under a Schedule may include additional copy charges at the “Overage Copy Charge”
rate specified in the Schedule for copies in excess of the Monthly Copy Allowance provided in the Schedule. You agree that We may increase the “Overage Copy
Charge” but not more than once each year during the Initial Term and once each year for any Renewal Term (if any), by an amount not to exceed 10%. You agree to
(a) provide Us or Sharp by telephone or facsimile with the actual meter readings whenever You are requested to do so, (b) allow Us or Sharp to attach an automatic
meter reading device to the Equipment, which meter reading device You will not remove or alter without approval from Us or Sharp, and/or (c) give Us or Sharp access
to the Equipment to obtain meter readings or audit the meter reading device. If We or Sharp request You to provide meter readings and You fail to do so within 7 days
of the date of such request, then (i) the number of copies used by You may be estimated by Us or Sharp and We will invoice You accordingly, and (ii) We will adjust the
estimated charge for excess copies upon receipt of actual meter readings. Restrictive endorsements on checks will not be binding on Us. All payments received will be
applied to past due amounts and to the current amount due in such order as We determine. Any security deposit or estimated future Governmental Charge (as defined
in Section 10 below) that You pay with respect to a Lease is non-interest bearing, may be commingled with Our funds, may be applied by Us at any time to past -due
amounts, and the unused portion will be returned to You within 90 days after the end of this Lease. If We do not receive a payment in full on or before its due date, You
shall pay (i) a fee equal to the greater of 10% of the amount that is late or $29.00, plus (ii) interest on the part of the payment that is late in the amount of 1.5% per month
(“Time-Value Interest”) from the due date to the date paid. If any check is dishonored, You shall pay Us a fee of $20.00. Promptly following Our request, from time to
time, You shall furnish Us with current financial statements.
5.INDEMNIFICATION. Indemnification provisions are located in Exhibit A, which is attached hereto and incorporated herein by reference.
THE TERMS OF THIS MASTER AGREEMENT ARE CONTINUED ON THE REVERSE SIDE / NEXT PAGE. DO NOT SIGN THIS
CONTRACT BEFORE YOU READ AND UNDERSTAND IT. PLEASE SEEK LEGAL COUNSEL BEFORE SIGNING IF YOU HAVE QUESTIONS.
Customer: Accepted by Sharp Leasing USA Corp., Montvale, New Jersey
By: X Date: ____ / ____ / ___ By:
Print name: Title: Acceptance Date: _____ / _____ / _____ (to be filled in by Sharp Leasing
USA Corp. )William M. Watson County Manager
Approved as to Legal Form: CJB This Instrument Has Been Preaudited In The
Manner Required By The Local Government
Budget And Fiscal Control Act
________________________________
Deputy Finance Officer
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September 22, 2022
September 30, 2022
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SLUSA - Commercial Master Lease Agreement 2013-05USA-SEC-2022-SBS-148255
6. NO WARRANTIES. WE ARE LEASING ALL EQUIPMENT TO YOU “AS IS”. We have not made and we hereby disclaim any and all warranties, express or
implied, arising by applicable law or otherwise, including without limitation, the implied warranties of merchantability and fitness for a particular purpose.
We hereby transfer to You, without recourse to Us, all automatically transferable warranties, if any, made to Us by the Vendor(s) of the Equipment. You agree that
each Lease is a “finance lease” under the Uniform Commercial Code (the “UCC”) unless otherwise expressly stated in the related Schedule or as provided by law. To
the extent permitted by law, You hereby waive any and all rights and remedies conferred upon You under UCC Sections 2A-303 and 2A-508 through 522. You may be
entitled under Article 2A of the UCC to the promises and warranties (if any) provided to Us by some or all of the Vendor(s) in connection with or as part of the contracts
(if any) by which We acquire Equipment from such Vendor(s). You may contact such Vendor(s) for an accurate and complete statement of those promises and warranties
(if any), including any disclaimers and limitations of them or of remedies. If it is determined that any Lease is a lease intended as security and/or the related Schedule
grants to You a $1.00 purchase option, then You hereby grant to Us a security interest in the related Equipment and all proceeds thereof. You authorize Us to
record UCC financing statements to protect Our interests in the Equipment.
7. DELIVERY, LOCATION, OWNERSHIP, USE, MAINTENANCE OF EQUIPMENT. Sharp will install (and, with Our prior consent, remove) the Equipment in
accordance with Sharp’s service policies. You are responsible for all Equipment maintenance. You shall not remove any Equipment from the Equipment location specified
in the related Schedule unless You first get Our permission. You shall give Us access to each Equipment location so that We may inspect the Equipment, and You agree
to pay Our costs in connection therewith, whether performed prior to or after the Commencement Date of the related Lease. Unless otherwise stated in the related
Schedule or as provided by law, We will own and have title to all Equipment (excluding any software) during each Lease. You agree that all Equipment is and
shall remain personal property. Without Our prior written consent, You will not permit it to become (i) attached to real property or (ii) subject to any liens or encumbrances.
You represent that all Equipment will be used solely for commercial purposes and not for personal, family or household purposes. You shall use all Equipment
in accordance with all laws, operation manuals, any service contracts and insurance requirements, and shall not make any permanent alterations to it. At Your cost, You
shall keep all Equipment in good working order and warrantable condition, ordinary wear and tear excepted (“Good Condition”).
8. LOSS; DAMAGE; INSURANCE. With respect to each Lease, You shall, at all times during the Initial Term and any Renewal Term, (i) bear the risk of loss and
damage to the Equipment and shall continue performing all Your obligations to Us even if it becomes damaged or suffers a loss, (ii) keep the Equipment insured against
all commercially reasonable risks of damage and loss (“Property Insurance”) in an amount equal to $2,194,440.00, with Us named as sole “loss payee,” and (iii) carry
public liability insurance covering bodily injury and property damage (“Liability Insurance”) in an amount equal to $2,000,000 General Aggregate, $1,000,000 Each
Occurrence, with Us named as “additional insured.” You have the choice of satisfying these insurance requirements by providing Us with satisfactory evidence of
Property and Liability Insurance (“Insurance Proof”), within 30 days of the Commencement Date of such Lease. Such Insurance Proof must provide for at least 30
days prior written notice to Us before it may be cancelled or terminated.
9. ASSIGNMENT. You shall not sell, transfer, assign or otherwise encumber (collectively, “Transfer”) this Master Agreement or any Schedule, or Transfer or
sublease any Equipment, in whole or in part. We may, without notice to You, Transfer Our interests in any Equipment and/or this Master Agreement or any Schedule,
in whole or in part, to a third party (“New Owner”), and if so, the New Owner will, to the extent of the Transfer, have all of Our rights and benefits but will not have to
perform Our obligations (if any). You agree not to assert against the New Owner any claim or defense You may have against Us or any predecessor in interest.
10. TAXES AND OTHER FEES. You are responsible for all taxes (including, without limitation, sales and personal property taxes, and excluding only taxes based on
Our income), levies, assessments, license and registration fees and other governmental charges relating to this Master Agreement, each Schedule and/or the related
Equipment (collectively “Governmental Charges”). You agree to promptly pay Us, on demand, estimated future Governmental Charges. You authorize Us to pay any
Governmental Charges as they become due, and You agree to reimburse Us promptly upon demand for the full amount (less any estimated amounts previously paid by
You). You agree to pay Us a fee for preparing and filing personal property tax returns, and You agree not to file any personal property tax returns. You also agree to
pay Us upon demand (i) for all costs of filing, amending and releasing UCC financing statements, and (ii) a processing fee of $75.00 (or as otherwise agreed) per Lease
to cover Our investigation and other administrative costs in originating such transaction. You also agree to pay Us a fee, in accordance with Our current fee schedule,
which may change from time to time, for additional services We may provide to You at Your request. You agree that the fees set forth in this Master Agreement may
include a profit.
11. SAVINGS CLAUSE. If any amount charged or collected under this Master Agreement or any Lease is greater than the amount allowed by law, including, without
limitation, any amount that exceeds applicable usury limits (an “Excess Amount”), then (i) any Excess Amount charged but not yet paid will be waived by Us and (ii)
any Excess Amount collected will be refunded to You or applied to any other amount then due hereunder.
12. DEFAULT. With respect to each Lease, You will be in default if You (1) fail to pay any amount due within 15 days of the due date, (2) breach or attempt to breach
any other term, representation or covenant set forth herein, the related Schedule or in any other agreement between You and Us, (3) die (if You are an individual), go
out of business or commence dissolution proceedings, (4) become insolvent, admit Your inability to pay Your debts, make an assignment for the benefit of Your creditors
(or enter into a similar arrangement), file (or there is filed against You) a bankruptcy, reorganization or similar proceeding or a proceeding for the appointment of a
receiver, trustee or liquidator, or (5) suffer an adverse change in Your financial condition and, as a result thereof or for any other reason, We deem Ourselves insecure.
If You default, We may do any or all of the following with respect to any one or more Schedules: (A) cancel the related Lease, (B) require You to return the Equipment
pursuant to Section 13 below, (C) take possession of and/or render the Equipment (including any software) unusable, and for such purposes You hereby authorize Us
and Our designees to enter Your premises, with or without prior notice or other process of law, (D) require You to pay to Us, on demand, an amount equal to the sum of
(i) all payments and other amounts then due and past due, (ii) all remaining payments for the remainder of the then Present Term thereof discounted at a rate of
6% per annum, (iii) the residual value of the Equipment estimated by Us at the inception of the Lease (as shown in Our books and records), discounted at a rate of 6%
per annum, (iv) Time-Value Interest on the amounts specified in clauses “i”, “ii” and “iii” above from the date of demand to the date paid, and (v) all other amounts that
may thereafter become due hereunder to the extent that We will be obligated to collect and pay such amounts to a third party (such amounts specified in sub-clauses “i”
through “v” referred to below as the “Balance Due”), and/or (E) exercise any other remedy available to Us under law. You also agree to reimburse Us on demand for
all reasonable expenses of enforcement (including, without limitation, reasonable attorneys’ fees and other legal costs) and reasonable expenses of repossessing,
holding, preparing for disposition, and disposition (“Remarketing”) of Equipment, plus Time-Value Interest on the foregoing amounts from the date of demand to the
date paid. In the event We are successful in Remarketing the Equipment, We shall give You a credit against the Balance Due in an amount equal to the present value
of the proceeds received and to be received from Remarketing minus the above-mentioned costs (the “Net Proceeds”). If the Net Proceeds are less than the Balance
Due, You shall be liable for such deficiency. Any delay or failure to enforce Our rights under a Lease shall not constitute a waiver thereof. If We are holding any
money belonging to You at any time during a Lease, You agree We may retain and utilize such money to cure any default by You under any Lease.
13. RETURN OF EQUIPMENT. If You are required to return any Equipment pursuant to the terms hereof, You shall, at Your expense, promptly upon demand, send
the Equipment to a location(s) designated by Us. The Equipment must be received in Good Condition (as defined in Section 7). If the Equipment is not received within
15 days of the date of demand, You agree to continue paying the scheduled payments and all other amounts due pursuant to the related Schedule until it is received by
Us. You will be responsible for any loss or damage to the Equipment during the return.
14. APPLICABLE LAW; VENUE; JURISDICTION. Each Lease shall be deemed to be performed in Union County, North Carolina (Our principal place of business and
where We will administer Your account). This Lease shall be governed by the laws of the State of North Carolina, but without regard to North Carolina choice-
of-law laws. All legal actions relating to this Lease shall be filed and adjudicated exclusively in a state or federal court located in Union County, North
Carolina. You hereby agree not to object to such venue, and You consent to personal jurisdiction in such courts. Each provision hereof shall be interpreted to
the maximum extent possible to be enforceable under applicable law. If any provision is construed to be unenforceable, such provision shall be ineffective only to the
extent of such unenforceability without invalidating the remainder hereof.
15. NON-APPROPRIATION OF FUNDS. You hereby represent, warrant and covenant unto Us that: (a) You intend, subject only to the provisions of this Section 15,
to remit to Us all sums due and to become due under each Lease for the full Present Term; (b) Your governing body has appropriated sufficient funds to pay all payments
and other amounts due under each Lease during the first fiscal period applicable thereto; (c) You reasonably believe that legally available funds in an amount sufficient
to make all payments for the full Present Term of each Lease can be obtained; and (d) You intend to do all things lawfully within Your power to obtain and maintain funds
from which payments may be made, including making provision for such payments to the extent necessary in each budget or appropriation request submitted and
adopted in accordance with applicable law. Notwithstanding the foregoing, the decision whether or not to budget and appropri ate funds is within the discretion of Your
governing body. In the event Your governing body fails to appropriate sufficient funds to pay all payments and other amounts due and to become due in Your next fiscal
period, You may, subject to the terms hereof, terminate the applicable Lease as of the last day of the fiscal period for which the appropriations were received (an “Event
of Non-appropriation”). You agree to deliver notice of an Event of Non-appropriation at least 30 days prior to the end of Your then-current fiscal period, or if an Event of
Non-appropriation has not occurred by that date, promptly upon the occurrence of any such Event of Non-appropriation and to return the Equipment pursuant to Section
13 above on or before the effective date of termination. You and We understand and intend that Your obligation to pay lease payments and other amounts due under
each Lease shall constitute a current expense and shall not in any way be construed to be a debt in contravention of any applicable constitutional or statutory limitations
or requirements concerning Your creation of indebtedness, nor shall anything contained herein constitute a pledge of Your general tax revenues, funds or monies.
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16. ADDITIONAL REPRESENTATIONS, WARRANTIES AND COVENANTS. In addition to the other representations, warranties and covenants made by You as set
forth in this Master Agreement, You hereby represent, warrant and covenant unto Us that: (a) You have the power and authority under applicable law to enter into this
Master Agreement and each Lease and the transactions contemplated hereby and thereby and to perform all of Your obligations hereunder and thereunder, (b) You
have duly authorized the execution and delivery of this Master Agreement and each Lease by appropriate official action of Your governing body and You have obtained
such other authorizations, consents and/or approvals as are necessary to consummate this Master Agreement and each Lease, and (c) all legal and other requirements
have been met, and procedures have occurred, to render this Master Agreement and each Lease enforceable against You in accord ance with their respective terms,
and You have complied with such public bidding requirements as may be applicable to this Master Agreement and each Lease and the transactions contemplated hereby
and thereby. You hereby acknowledge that each of the representations, warranties and covenants made by You in Section 15 and 16 and elsewhere in this
Master Agreement are being materially relied upon by Us in purchasing the Equipment and entering into each Lease.
Customer’s Initials: _______________
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EXHIBIT A
USA-SEC-2022-SBS-148255
I.At Sharp Leasing USA Corporation’s or Sharp Electronics Corporation’s (“Contractor”)
sole expense, Contractor shall procure and maintain the following minimum insurances
with insurers authorized to do business in North Carolina and rated A-VII or better by
A.M. Best, or as otherwise authorized by the Union County Risk Manager.
A.WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B.COMMERCIAL GENERAL LIABILITY
Covering Ongoing and Completed Operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C.COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
II.ADDITIONAL INSURANCE REQUIREMENTS
A.Contractor’s General Liability policy shall be endorsed, specifically or generally,
to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE
GENERAL LIABILITY INSURANCE POLICY.
Additional Insured status for Completed Operations shall extend for a period of
not less than three (3) years from the date of final payment.
B.Before commencement of any work or event, Contractor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C.Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
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D. It is the intention of the parties that the insurance policies afforded by Contractor
shall protect both parties and be primary and non-contributory coverage for any
and all losses covered by the above-described insurance.
E. Union County shall have no liability with respect to Contractor’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 N. Main Street, Suite #130,
Monroe, NC 28112, within ten (10) days of the cancellation or substantive change
of any insurance policy set out herein. Union, in its sole discretion, may deem
failure to provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Information Technology
Contract #: 7774
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union County for
claims made or suits brought which result from or are in connection with the
performance of this Agreement.
I. Certificate Holder shall be listed as follows:
Union County
Attention: Keith A. Richards, Risk Manager
500 N. Main Street, Suite #130
Monroe, NC 28112
J. If Contractor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Contractor shall ensure that the assignee or
subcontractor satisfies all requirements of this Agreement, including, but not
limited to, maintenance of the required insurances coverage and provision of
certificate(s) of insurance and additional insured endorsement(s), in proper form
prior to commencement of services.
III. Contractor agrees to protect, defend, indemnify and hold Union County, its officers,
employees and agents free and harmless from and against any and all losses, penalties,
damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands,
obligations, actions, proceedings, or causes of action of every kind in connection with or
arising out of this Agreement and/or the performance hereof that are due, in whole or in
part, to the negligence of Contractor, its officers, employees, subcontractors or agents.
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Contractor further agrees to investigate, handle, respond to, provide defense for, and
defend the same at its sole expense and agrees to bear all other costs and expenses related
thereto.
IV. To the extent permitted by applicable North Carolina law, Union County agrees that it
will indemnify and hold harmless Sharp, its officers, agents, employees and assigns, from
any loss, costs, damage, expense or liability by reason of property damage or personal
injury of whatsoever nature or kind arising out of, as a result of, or caused by the
negligence or willful misconduct of Union County.
V. E-Verify is the federal program operated by the United States Department of Homeland
Security and other federal agencies, or any successor or equivalent program, used to
verify the work authorization of newly hired employees pursuant to federal law.
Contractor shall ensure that Contractor and any subcontractor performing work under this
Agreement: (i) uses E-Verify if required to do so by North Carolina law; and
(ii) otherwise complies with the requirements of Article 2 of Chapter 64 of the North
Carolina General Statutes. A breach of this provision by Contractor will be considered a
breach of this Agreement, which entitles Union County to terminate this Agreement,
without penalty, upon notice to Contractor.
VI. Notwithstanding anything in this Agreement to the contrary, Contractor acknowledges
that Union County is subject to Chapter 132 of the North Carolina General Statutes, the
Public Records Act, and that this Agreement, including all documents incorporated by
reference, shall be a public record as defined in such Act, and as such, will be open to
public disclosure and copying. If a public records request is made for any documents
related to this event, Union County will notify Contractor of the request and of the date
that any responsive documents will be released to the requester unless Contractor obtains
a court order enjoining that disclosure. If Contractor fails to obtain the court order
enjoining disclosure, Union County will release the requested information on the date
specified.
DocuSign Envelope ID: B3224449-F337-416B-A2E1-982D9FE8125B
547
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-612 Agenda Date:10/6/2025
TITLE:..title
Budget Amendment - Property & Casualty Internal Service Fund
INFORMATION CONTACT:
Jeff Morgan, Security & Risk Management, Director, 704-292-2679
ACTION REQUESTED:
Approve Budget Amendment #8 to cover the cost to add five locations to the Pollution Policy.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff recently investigated the process, policies, and procedures in the event of spills related to
county business such as fuel, chemicals from UCW plants, or other hazardous materials.
During the investigation, it was determined that Union County has a pollution policy issued by Chubb
environmental insurance, which covers against damages from unintended release of pollutants not
normally covered by liability and property policies. The locations currently covered by the Chubb
policy include Water Treatment Facilities, Wastewater Treatment Facilities, over 50 wastewater lift
stations, hundreds of miles of wastewater lines, and several water booster stations. This policy offers
coverage in the event of a hazardous spill and offers 24-hour access to an Environmental Spill
Center which will be able to dispatch an environmental contractor to assist with spill remediation.
Additionally, it was determined that eight sites housing bulk chemicals (diesel, treatment chemicals,
fluids, motor oil, etc.) were not included in the pollution policy that was put in place July 2023. Three
of the locations, UCW Operations Center, Norwood Intake, and Yadkin WTP were added at no cost
as they were associated with the existing policy. The other five locations are listed below:
1) Emergency Services - 2330 Concord Avenue
2) Fleet Services - 610 Patton Avenue
3) Cane Creek Park - 5213 Harkey Road
4) Jesse Helms Park - 1505 Summerlin Dairy Road
5) Sheriff’s Office - 3344 Presson Road
The cost to add the five locations through the remainder of the policy (July 2026) is $10,619. Budget
Amendment #8 appropriates funds from the fund balance of the Property & Casualty Internal Service
Fund to cover the cost to add these five locations to the Pollution Policy.
Union County, NC Printed on 9/26/2025Page 1 of 2
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File #:25-612 Agenda Date:10/6/2025
FINANCIAL IMPACT:
The cost to add the five locations through the remainder of the policy (July 2026) is $10,619. Funding
is available in the fund balance of the Property & Casualty Internal Service Fund.
Union County, NC Printed on 9/26/2025Page 2 of 2
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BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
Fund Balance Appropriated 10,619
Insurance & Bonding 10,619
Explanation:Appropriate fund balance to cover the additional 5 sites to the pollution policy that renews in 2026,
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
81321090-5483 Insurance and Bonding 10,619 81321090-4991 Fund Balance Appropriation 10,619
Total 10,619 Total 10,619
Prepared By MN
Posted By
Date Number 8
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
Property & Casualty Jeff Morgan
FY 2026 October 6, 2025
550
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-602 Agenda Date:10/6/2025
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes on Consent Agenda
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided to the Board for review and approval at the October 6, 2025,
regular meeting.
FINANCIAL IMPACT:
None
Union County, NC Printed on 9/23/2025Page 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 #:25-585 Agenda Date:10/6/2025
TITLE:..title
Contract Report April - June 2025
INFORMATION CONTACT:
Corey Brooks, Procurement & Contract Management, Interim Director, 704-283-3683
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Per Section XVIII of the FY 2025 adopted Operating and Capital Budget Ordinance, the contract
report lists executed contracts and purchase orders that were entered into by the County Manager or
Procurement designee from April through June 2025.
FINANCIAL IMPACT:
As noted on contracts and purchase orders.
Union County, NC Printed on 9/23/2025Page 1 of 1
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Contract Report
April - June 2025
Department Vendor Purpose Amount Date
911 COMMUNICATIONS DAVENPORT GROUP Laptops for 911 Communications $19,272.00 4/1/2025
County Attorney's Office Eugene Sidorin and Nadia Sidorin
Settlement Agreements for easements for E. S. and N. S., Parcel No. 04-198-047A.
This is part of the Short Water Line, Ph. B project.$2,000.00 4/1/2025
General Services - Facilities Management McMillan Pazdan Smith Architecture
Space planning at potential existing 40,000 sf retail space on Highway 74 East at
1620 E Roosevelt Blvd. Also site studies of adjacent Wingate owned property at
Cross Creek Office Park. This will include using an existing space study performed
by Creech and Associates to test fits the spaces.$29,900.00 4/1/2025
Sheriff's Office STATE OF NORTH CAROLINA DEPT OF JUSTICE SHERIFF PENSION FUND $25,837.88 4/1/2025
SOIL CONSERVATION BROOKS SALES INC Kubota RTV $20,951.61 4/1/2025
General Services - Facilities Management INTER TECHNOLOGIES CORPORATION AV INSTALLATION AT PATTON AVE $16,263.13 4/2/2025
Parks and Recreation Framework For Future, Inc.To conduct an Autism Awareness Run at Cane Creek Park $225.00 4/2/2025
911 Communications Vertiv Corporation Maintenance on UPS at the Government Center $13,072.96 4/3/2025
Public Works - Water & Wastewater CAROLINA PLUMBING SERVICE INC CAROLINA PLUMBING, $9822.40, COPPER AT CC $9,822.40 4/3/2025
Human Services - Public Health IDEXX DISTRIBUTION INC Water sample analysis instrament $26,467.54 4/4/2025
Parks & Recreation PINKSTON INC Hustler Mower $9,999.00 4/4/2025
Public Communications Level Access, Inc.
Amendment to enhance our website accessibility project by adding accessibility
scanning for the water website and add 10 additional seats to the training platform
for website accessibility.$5,990.00 4/4/2025
Sheriff's Office Permitium, LLC Renewal for Online Gun Permit Applications (Revenue Generating).$9,000.00 4/4/2025
Sheriff's Office
Cemco Electric, Inc. d/b/a Cemco Systems,
Incorporated
Maintenance Service Plan on UPS System. Liebert Model EXM 65KVA. Serial
#M22D003240 $12,977.00 4/8/2025
County Attorney's Office
Vitaliy Tereshchenkov and Irina Anatolyevna
Tereshchenkov c/o DAS Law Group
Settlement agreements for easements for V. T. and I.A.T. Parcel No. 08-051-032.
This is part of the 762 Zone 24" Transmission Main Project. Payment will be made
to DAS Law Group, which is the law office representing the property owners.$7,500.00 4/9/2025
Public Works - Business Operations APPLEONE INC APPLE ONE, $23,000, Temporary Staffing $23,000.00 4/9/2025
Public Works - Business Operations APPLEONE INC APPLE ONE, $23,000, Temporary Staffing $23,000.00 4/9/2025
BOARD OF COMMISSIONERS OFFICE DEPOT FURNITURE $5,011.09 4/14/2025
General Services - Facilities Management TRANE U.S. INC.HISTORIC POST OFFICE JACE UPGRADE $16,100.00 4/14/2025
Information Technology Inter Technologies Corporation
The Audio/Visual rack in the control room in the BOCC needs to be reconfigured to
make the system more efficient. There will be network cables run, connected, and
programmed to the HR training room as an overflow room for the Chamber.
Additionally, during the reprogramming, the system will be placed on the new VLAN
for enhanced control.$7,391.84 4/14/2025
Information Technology Inter Technologies Corporation
Upgrading the Audio/Visual system in the County Manager's Conference Room (#
929).$9,969.93 4/14/2025
553
Contract Report
April - June 2025
Sheriff's Office CDW LLC MASS 360 SUBSCRIPTION $7,827.10 4/14/2025
General Services - Facilities Management AUTOMATED FIRE SYSTEMS INC AUTOMATED FIRE SYSTEM REPAIRS AT THE JC $8,000.00 4/15/2025
General Services - Fleet Management GRIFFIN MOTOR CO INC REPAIRS TO ASSET 43-18 $8,577.00 4/15/2025
HUMAN SERVICES MOTOROLA SOLUTIONS, INC Portable Radios $27,135.28 4/15/2025
Public Works - Water & Wastewater HACH COMPANY HACH, $7173, 2 LASER TURBIDIMETER $7,173.00 4/15/2025
Public Works - Water & Wastewater JAMES RIVER EQUIPMENT JAMES RIVER, $8977.19, REP SKID STEER $8,977.19 4/15/2025
Sheriff's Office LAWMEN'S DISTRIBUTION LLC REST OF SHIELD ORDER $8,720.00 4/15/2025
Board of County Commissioners CivicPlus, LLC
Lynn West is the CBO
One-year renewal of Code-hosting services for Union County Code Of Ordinances.
Please have legal create a Notice of renewal.$1,595.00 4/16/2025
County Attorney's Office CCH Incorporated (Wolters Kluwer Legal & Digital access to VitalLaw legal publications service.$1,731.08 4/16/2025
General Services - Facilities Management STEPHENS OFFICE SYSTEMS INC FURNITURE FOR (3) OFFICES AT THE HCH $22,380.31 4/16/2025
General Services - Facilities Management STEPHENS OFFICE SYSTEMS INC PROCUREMENT OFFICE FURNITURE AT PATTON AVE $23,140.91 4/16/2025
General Services - Facilities Management WEATHERGARD INC SKYLIGHT INSTALL AT THE DETENTION CENTER $24,940.35 4/16/2025
Public Communications CivicPlus, LLC
Second renewal for initial contract #7624 for NextRequest, online platform for
management for public record requests. (first renewal is contract #8735)$9,247.77 4/16/2025
General Services - Facilities Management ULINE RACKS FOR THE TIRE SHOP $6,154.32 4/22/2025
General Services - Facilities Management PEDRO A ORTEGO PARKING LOT RENOVATIONS AT PATTON AVE $17,055.00 4/22/2025
Public Works - Business Operations CONSOLIDATED PIPE & SUPPLY COMPANY INC CONSOLIDATED PIPE, $10950, 1" EXP CONNECTORS AMI $10,950.00 4/22/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $28210, MTR BODY & LIDS $28,210.00 4/22/2025
General Services - Facilities Management ROGER MELTON PAINTING COMPANY HISTORIC COURTHOUSE OFFICE PAINTING $11,200.00 4/23/2025
General Services - Solid Waste GREEN RESOURCE LLC Green Resource, $10,653, hydroseed material $10,653.00 4/23/2025
COOPERATIVE EXTENSION-4-H NORTH CAROLINA STATE UNIVERSITY Millstone Camp for 4H $5,820.00 4/24/2025
General Services - Facilities Management TK ELEVATOR CORPORATION ELEVATOR ROLLER GUIDES REPLACEMENT $12,255.84 4/24/2025
Public Works - Water & Wastewater MOTOROLA SOLUTIONS, INC MOTOROLA, $17201.80, 5 - APX 900 PORTABLE $17,201.80 4/24/2025
Human Resources HEALTHEQUITY, INC.Flexible spending account plan administration $12,000.00 4/25/2025
Public Works - Engineering LABELLA ASSOCIATES, P.C.
Engineering and design consultant for repairs & improvements to the eastside
pump station #3.$49,926.00 4/25/2025
Public Works - Water & Wastewater TRAFFIC SAFETY SUPPLY CO INC TRAFFIC SAFETY/TRANSSUPPLY, $21445, TRAFFIC MSG BD $21,445.00 4/25/2025
INFORMATION SYSTEMS MANGO TECHNOLOGIES INC ClickUp Project Management Platform $6,888.00 4/28/2025
Public Works - Business Operations APPLEONE INC APPLEONE, $23000, Temporary Staffing $23,000.00 4/28/2025
County Attorney's Office Dewey Alan Plyler, Jr.
Settlement Agreement for easement for D.A.P. Parcel No. 02-205-006A. This parcel
is part of the 762 Zone 24" Transmission Main Project.$13,700.00 4/29/2025
General Services - Facilities Management GARMON MECHANICAL SERVICE INC GAS LINE EMERGENCY STOP AT THE DENTENTION CTR $5,530.00 4/29/2025
General Services - Facilities Management THE EPOXY FLOOR COMPANY LLC TIRE SHOP EPOXY FLOORING $14,150.00 4/29/2025
General Services - Facilities Management CAROLINA FURNISHING AND DESIGN MAIN LIBRARY CHILDRENS FURNITURE $15,803.00 4/29/2025
General Services - Fleet Management TWIN TRANSMISSION REPAIRS TO ASSET 86-20 $7,690.50 4/29/2025
554
Contract Report
April - June 2025
Information Technology Granite Government Solutions
Granite Government Solutions is to replace Frontier Communications' Plain Old
Telephone Service (POTS) lines at Human Services @ $2,997.00 per year.$2,997.00 4/29/2025
911 COMMUNICATIONS ENDURA LLC New Chairs for the Backup 911 Center $11,241.36 5/1/2025
General Services - Facilities Management STEPHENS OFFICE SYSTEMS INC STOOLS FOR EMERGENCY SERVICES COMPLEX $1,487.30 5/1/2025
INFORMATION SYSTEMS VDA LABS LLC Marshville & Union West Library Wireless $1,831.29 5/1/2025
INFORMATION SYSTEMS DAVENPORT GROUP Power supplies for Data Center Racks $2,535.99 5/1/2025
Public Works - Business Operations CONSOLIDATED PIPE & SUPPLY COMPANY INC CONSOLIDATED PIPE, $11,160 6" MASTER METERS $11,160.00 5/1/2025
Sheriff's Office CEMCO SYSTEMS INC UPS SYSTEMS UCSO JAIL $7,850.00 5/1/2025
County Manager's Office Veoci Inc.
VEOCI - Crisis Management Software used for Emergency Management, Crisis
Management, Risk Management, Security Management, Safety, and Security Risk
Management operations.$16,186.00 5/2/2025
General Services - Facilities Management MCCOLLUM INSTALL SOLUTIONS Removal and install of modem and modem antennas $5,520.00 5/5/2025
General Services - Facilities Management CONNECTIVITY LLC FIBER AND NETWORK INSTALL AT THE TIRE SHOP $7,571.79 5/5/2025
General Services - Facilities Management AUTOMATED FIRE SYSTEMS INC JC & GC CLEAN AGENT FIRE SYSTEM UPFITS $17,840.00 5/5/2025
INFORMATION SYSTEMS CONNECTIVITY LLC Network Drops for A319 New Workstation Upfit at HS $941.18 5/5/2025
Public Works - Water & Wastewater PETE DUTY AND ASSOCIATES INC PDA, $9955, PUMP $9,955.00 5/5/2025
County Attorney's Office David A. Drummond and Nancy B. Drummond
Settlement Agreement for easement for D.A.D.and N.B.D. Parcel No.06-066-261.
This parcel is part of the West Fork Twelve-Mile Creek Interceptor Project.$25,000.00 5/6/2025
General Services - Facilities Management ABSOLUTE FIRE CONTROL INC RELOCATE FDC AT SOUTHWEST REGIONAL LIBRARY $5,500.00 5/7/2025
General Services - Facilities Management ALLEGION ACCESS TECHNOLOGIES LLC MARSHVILLE LIBRARY SINGLE SLIDE DOORS $19,275.00 5/7/2025
General Services - Facilities Management R&J STARNES PAINTING CONTRACTORS UC WELLNESS CENTER WALL REPAIRS AND PAINT $23,053.00 5/7/2025
HUMAN SERVICES OFFICE ENVIRONMENTS INC Paralegal workstation $10,264.79 5/7/2025
Public Works - Business Operations CARAHSOFT TECHNOLOGY CORPORATION CARAHSOFT - BENTLEY, $10635, OPENFLOWS $10,635.00 5/7/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $10500, 14 SENSUS UNITS $10,788.00 5/7/2025
Public Works - Water & Wastewater PREFERRED SOURCES INC PREFERRED SOURCES, $ 14,660.00, 2 PUMPS $14,660.00 5/7/2025
Public Works - Water & Wastewater MAGGART & ASSOCIATES INC MAGGART & ASSOC, $21700, INSPECT CATHODIC YRWTR $21,700.00 5/7/2025
COOPERATIVE EXT SERVICE ADMIN ULINE New tables for Ag center $3,605.30 5/8/2025
County Attorney's Office Town of Fairview
Contract for sale and purchase of certain property located at 7402 Concord Hwy,
tax identification number 08-189-030 $30,000.00 5/8/2025
General Services - Facilities Management L & W SUPPLY CORPORATION CEILING TILES FOR UC WELLNESS CENTER $10,196.12 5/8/2025
General Services - Facilities Management DOUGLAS CARPET AND TILE INC CARPET REPLACEMENT AT UC WELLNESS CENTER $29,999.00 5/8/2025
General Services - Solid Waste SETCO INC Setco Inc., $46,821.32, Solid Tires for 950 CAT $46,821.32 5/8/2025
Human Services - Community Support and Outreach
Screenvision Direct, Inc. d/b/a Screenvision
Media
Provide tobacco cessation messaging (30 seconds) over 13-week period in two
theatre locations (Sun Valley + Monroe)$4,481.00 5/8/2025
Human Services - Public Health OFFICE ENVIRONMENTS INC MH Clinic Bench $2,417.75 5/8/2025
Human Services - Public Health LOVE PLUMBING & AIR COND CO INC WATER LINE INSTALL $11,550.00 5/8/2025
INFORMATION SYSTEMS MIS TOPCO L P Landfill Router $3,249.57 5/8/2025
555
Contract Report
April - June 2025
Information Technology AUAES INC DBA Intradyn Cloud Email Archive Journaling Solution $18,252.00 5/8/2025
Public Communications Adams Outdoor Advertising Limited Partnership
Four week campaign to promote UCANGO with Union County Transportation. This
campaign is funded from Federal funds.$2,000.00 5/8/2025
PUBLIC COMMUNICATIONS FRIEDMANS PREMIER SYTEMS INC UNCLASSIFIED EQUIP/SUPPLIES $5,164.59 5/8/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $7915, OMNI METER TESTER $7,915.00 5/8/2025
Public Works - Business Operations APPLEONE INC APPLEONE, $23,000 , Temporary Staffing $23,000.00 5/8/2025
Public Works - Engineering
Group North Carolina (formerly known as WK
Dickson & Co., Inc.)
FY23 Short Waterline Extension Program - Phase A
Task Order 8678-01 Amendment 1 $34,500.00 5/8/2025
INFORMATION SYSTEMS DAVENPORT GROUP PC for Patton Ave Conf Rm Renovation $827.00 5/12/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $8280, 6" CORDONEL SENSUS METER $8,280.00 5/12/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $29,622, EXP WHEELS $29,622.00 5/12/2025
Public Works - Water & Wastewater HEYWARD INCORPORATED HEYWARD, $5151.10, 12M BELT $5,151.10 5/12/2025
Public Works - Water & Wastewater ULINE ULINE, $6382.35, ELECTRIC PALLET JACK $6,382.35 5/12/2025
Public Works - Water & Wastewater NATIONAL ASSOCIATION OF CLEAN WATER NACWA, $6740, FY25 DUES 10/24-9/25 $6,740.00 5/12/2025
Public Works - Water & Wastewater CLEARWATER INC CLEARWATER, $10845, PORTABLE SAMPLER $10,845.00 5/12/2025
Public Works - Water & Wastewater DXP ENTERPRISES, INC PREMIER WATER, $15119.54, ROTOR $15,119.54 5/12/2025
Public Works - Water & Wastewater HOTSY EQUIPMENT COMPANY HOTSY, $16270, SKID UNIT $16,270.00 5/12/2025
Public Works - Water & Wastewater LONE STAR BLOWER INC LONESTAR BLOWER, $21,280, REPAIR BLOWER $21,280.00 5/12/2025
General Services - Facilities Management JOHNSON CONTROLS US HOLDINGS LLC ADULT PROBATION VIDEO SYSTEM INSTALL $4,515.00 5/13/2025
General Services - Facilities Management DENNIS WHEELER Custom wall cabinets for Emergency Service $11,032.56 5/13/2025
General Services - Facilities Management JOHNSON CONTROLS US HOLDINGS LLC install and maintain a Video system for the JC $12,040.75 5/13/2025
INFORMATION SYSTEMS VDA LABS LLC Aruba Central $2,940.00 5/13/2025
Public Works - Water & Wastewater CLEARWATER INC CLEARWATER, $29912, MONITORING SYSTEM $29,912.00 5/13/2025
Sheriff's Office NC STATE BUREAU OF INVESTIGATION (29) DESKTOP DCIN TERMINAL FEES 01/01/25-06/30/25 $19,182.00 5/13/2025
General Services - Facilities Management
Gensler Architecture, Design & Planning, P.C.
D/B/A Gensler Task Order - Architectural Services Progress Administrative Building Reroof $34,317.20 5/15/2025
Public Works - Business Operations LENOVO (UNITED STATES) INC LENOVO, $2863.50, 3 THINKPAD E16 G2 $2,863.50 5/15/2025
Public Works - Water & Wastewater BURNETT LIME COMPANY INC BURNETT LIME, $5450, PORTABLE CO2 UNIT $5,450.00 5/15/2025
Public Works - Water & Wastewater DETECTION INSTRUMENTS DETECTION INSTRUMENT, $15403.69 $15,403.69 5/15/2025
Public Works - Water & Wastewater DATA FLOW SYSTEMS, INC DATA FLOW, $18108, SCADA PARTS $18,108.00 5/15/2025
Public Works - Water & Wastewater HEYWARD INCORPORATED HEYWARD, $20724.78, CHEMICAL FEED PUMPS $20,724.78 5/15/2025
Public Works - Water & Wastewater CALGON CARBON CORP CALGON CARBON, $27,100, CARBON FILTRASORB $27,100.00 5/15/2025
Soil & Water Conservation North Carolina Department of Agriculture and District matching funds and technical assistance $38,617.00 5/15/2025
General Services - Facilities Management GRAYBAR ELECTRIC COMPANY INC LIGHTING FOR THE UC WELLNESS CENTER $8,790.02 5/16/2025
INFORMATION SYSTEMS LENOVO (UNITED STATES) INC Laptops for IT stock $15,462.35 5/16/2025
INFORMATION SYSTEMS DAVENPORT GROUP Desktop and Monitors for IT Stock $24,271.00 5/16/2025
Public Works - Water & Wastewater HD SUPPLY INC USA BLUE BOOK, $6024.66, TURBIDIMETER $6,024.66 5/16/2025
Public Works - Water & Wastewater CURTIS POWER SOLUTIONS LLC CURTIS POWER, $10,132, SERVICE TO GENERATORS $10,132.00 5/16/2025
Public Works - Water & Wastewater PETE DUTY AND ASSOCIATES INC PETE DUTY, $11485, 12M VFD REPLACEMENT $11,485.00 5/16/2025
556
Contract Report
April - June 2025
Public Works - Water & Wastewater NET TECH INTEGRATION LLC NET TECH, $13102, VT SCADA REP & MODIFICATION $13,102.00 5/16/2025
Public Works - Water & Wastewater CEM HOLDINGS CORPORATION CEM, $17,620, WASTE WATER SMART 6 $17,620.00 5/16/2025
Public Works - Water & Wastewater MANTECH USA INC MANTECH, $19212, BENCHTOP ANALYZER $19,212.00 5/16/2025
Public Works - Water & Wastewater THE HARPER CORPORATION HARPER, $20173.20, 3" SEWER TAP $20,137.50 5/16/2025
Public Works - Water & Wastewater GRIFFIN SALES INC RODDERS $20944, ARIES CABLE PATHFINDER $21,178.00 5/16/2025
Public Works - Water & Wastewater HACH COMPANY HACH, $26491.57, AMMONIA ANALYZER $26,491.57 5/16/2025
General Services - Solid Waste ALLEGIANCE INDUSTRIES Allegiance Industries, $12,168, Electrical proj.$12,168.00 5/19/2025
INFORMATION SYSTEMS SHI INTERNATIONAL CORP KnowBe4 Subscription Renewal $48,977.00 5/19/2025
Public Works - Water & Wastewater SOUTHERN ENVIRONMENTAL SYSTEMS SOUTHERN ENVIRONMENTAL, $7997.88, FOREST PK ODOR $7,997.88 5/19/2025
General Services - Facilities Management DOUGLAS CARPET AND TILE INC UNION COUNTY WELLNESS CTR FLOORING $4,800.00 5/20/2025
General Services - Facilities Management CM BOWERS LLC WELLNESS CENTER LIGHTING $5,320.00 5/20/2025
General Services - Fleet Management THE BOYD GROUP US INC REPAIRS TO ASSET 55-19 $5,000.00 5/20/2025
Parks and Recreation Union Academy To host a cross country meet at Jesse Helms Park.$100.00 5/20/2025
Public Works - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $7337.62, 2 -3" CORDONEL WTR METERS $7,337.62 5/20/2025
Information Technology Inter Technologies Corporation
Upgrade to the T1V Video Wall System at the Emergency Operations Center. This
will allow for one keyboard and mouse to control all aspects of the T1V instead of
multiple keyboards and mice.$3,282.06 5/21/2025
Information Technology Davenport Group - Dell PowerStore
The County previously invested in Dell PowerStore (Contract 9202) to support its
growing data infrastructure needs. As part of ongoing capacity planning and in
response to evolving storage demands, this amendment authorizes the acquisition
of two additional hard drives. This expansion ensures continued system
performance and aligns with anticipated future data growth.$21,468.00 5/21/2025
Parks and Recreation Apex Promoz LLC To conduct an endurance run at Jesse Helms Park.$500.00 5/21/2025
Sheriff's Office Tek84 Inc.
Amendment #1 One (1) Preventive Maintenance Visit for Review, Inspection, and
Potential replacement for components for Whole Body Security Scanning System
for UCSO Jail $11,225.00 5/21/2025
COOPERATIVE EXT SERVICE ADMIN INTER TECHNOLOGIES CORPORATION Simpson Event Center Projection System $16,002.75 5/22/2025
Information Technology Inter Technologies Corporation
The EOC room upgrade will allow for the presentation signals to be sent to the two
conference rooms and the training room. It will also allow these rooms to interact
and send information to the main EOC T1V display. In addition, this will make it
easier to have breakout sessions during emergencies.$10,851.46 5/22/2025
Information Technology Avineon, Inc.Continuation of GIS Managed Services Program $13,500.00 5/22/2025
Public Communications Adams Outdoor Advertising Limited Partnership Breathe Easier 4 week Billboard Anti-Tobacco Campaign, funded by state grant.$2,600.00 5/22/2025
REGISTER OF DEEDS KOFILE PRESERVATION INC Records Preservation $27,684.00 5/22/2025
Sheriff's Office WEST CHATHAM WARNING DEVICES INC DUO ION UCSO $8,899.20 5/22/2025
Sheriff's Office JOHNSON CONTROLS US HOLDINGS LLC UCSO EXACQ VISION, SA-SUPP, NORTH CARD ACCESS $42,861.62 5/22/2025
557
Contract Report
April - June 2025
Finance Fifth Asset, Inc d/b/a DebtBook Debt, Lease, and SBITA management SAAS subscription $49,500.00 5/23/2025
HUMAN SERVICES INTER TECHNOLOGIES CORPORATION MIC SYSTEM $10,456.80 5/23/2025
HUMAN SERVICES ZOETIS US LLC VETSCAN IMAGYST, PM 10023845 $19,000.00 5/23/2025
HUMAN SERVICES ZOETIS US LLC VETSCAN OPTICELL, PN 10027172 AND 2025 FREE VETSCA $20,995.00 5/23/2025
Sheriff's Office VEHICLE INSTALLS LLC (10) VEHICLE UPFIT $37,000.00 5/23/2025
Tax Administration - Revenue Cummins-Allison, A CPI Brand and Company
Maintenance Agreement for Jetscan iFX Model I131, Jetsort Model 606 and SNBC
M3000d Printer $1,127.00 5/23/2025
911 Communications Vertiv Corporation
Battery replacement for UPS system at the Government Center for the backup PSAP
operations.$11,312.40 5/27/2025
General Services - Facilities Management MSS SOLUTIONS LLC ACCESS CONTROL INSTALL FOR THE TAX ASSESSOR DOOR $7,162.00 5/28/2025
INFORMATION SYSTEMS LENOVO (UNITED STATES) INC Lenovo Laptops for UC Tax Appraisers $18,900.00 5/29/2025
Public Works - Water & Wastewater PETE DUTY AND ASSOCIATES INC PDA, $6436.62, JAARS SEWER PUMP REPAIR $6,436.62 5/29/2025
General Services - Facilities Management Lawrence Companies, LLC d/b/a Providence Amend contract #7330 to add additional mowing at the Firing Range.$1,053.00 5/30/2025
General Services - Solid Waste D A GRIFFIN CONSTRUCTION LLC DA Griffin Construction, $6,000, install bollards $6,000.00 5/30/2025
INFORMATION SYSTEMS INTER TECHNOLOGIES CORPORATION T1V Subscriptions for 911 and EOC $7,634.71 5/30/2025
INSPECTION KATOM RESTAURANT SUPPLY ice machine $5,402.00 6/2/2025
General Services - Facilities Management LOCKWOOD IDENTITY INC GC LOBBY SIGNAGE REMOVAL AND INSTALL $2,035.00 6/3/2025
General Services - Facilities Management CONNECTIVITY LLC INSTALL DATA CABLES AT CANE CREEK $13,237.33 6/3/2025
HUMAN SERVICES ZOETIS US LLC VETSCAN UA AND VETSCAN VS2 $8,977.88 6/3/2025
Human Services - Public Health BENCO DENTAL AUTOCLAVE $5,719.63 6/3/2025
Public Works - Engineering CDM Smith Inc. Professional services related to a carbon dioxide pilot study for the YRWTP $49,000.00 6/3/2025
Human Services - Business Operations 7taps OpCo, LLC Training Platform $1,600.00 6/4/2025
Information Technology Inter Technologies Corporation
The current TV in B202/WIC Training Room at UC Human Services has a screen burn-
in (permanent damage) and needs to be replaced for optimal visibility.$2,408.06 6/4/2025
Public Works - Water & Wastewater TROTT COMMUNICATIONS GROUP INC TROTT, $9990, REVIEW WATER FCC MATTERS $9,990.00 6/4/2025
General Services - Facilities Management HT AIRSYSTEMS CAROLINAS LLC MAIN LIBRARY AIR HANDLER REPAIR $9,690.22 6/6/2025
Public Works - Engineering
WSE of North Carolina, PC d/b/a Weston &
Sampson Engineers, Inc.
Re-assignment of contract from MBD Consulting Engineers to Weston & Sampson
Engineers as MBD was acquired by Weston & Sampson.
Existing MBD contract that needs re-assignment is #7481 $5,175.00 6/6/2025
Information Technology Inter Technologies Corporation
Procurement and installation of audiovisual (AV) upgrades to Courtroom 7 in the
Administration of Courts Building. The scope includes enhanced sound and control
components to support modern court operations and improve overall courtroom
functionality.$11,466.68 6/9/2025
General Services - Facilities Management Trash Control, Inc.Amend contract #8812 to add one (1) 4yd container at Fairview EMS.$1,664.00 6/10/2025
558
Contract Report
April - June 2025
Information Technology
Charter Communications Operating, LLC dba
Spectrum
This is a Service Order with Spectrum to add Business Internet and 1 Static IP
services for the Landfill's temporary office located at 2125-A Austin Chaney Rd.,
Wingate, NC 28173. This will be a month-to-month recurring charge at $195.00
total per month with a one-time enterprise internet install charge of $100.00.$4,780.00 6/10/2025
Public Works - Water & Wastewater Univar Solutions USA LLC Contract for Ortho-Polyphosphate for the Yadkin River Water Treatment Plant.$22,000.00 6/11/2025
General Services - Facilities Management VANNS WELDING & ORNAMENTAL WORKS INC DETENTION CENTER DOOR FRAME REPAIRS $6,000.00 6/13/2025
General Services - Facilities Management TRANE U.S. INC.GOVERNMENT CENTER JACE REPLACEMENT $20,500.00 6/13/2025
County Manager's Office Duke Energy Carolinas, LLC
This item will be presented to the BoCC for approval on the March 3rd Meeting.
Duke Energy Carolinas, LLC received a request for service to the property adjacent
to union county property, Duke Energy is requesting new easement agreement to
install facilities across from 3208 Presson Rd.$1.00 6/16/2025
General Services - Facilities Management MSS FIRE & SECURITY LLC Security upgrades at GC lobby $48,005.00 6/16/2025
Public Works - Engineering HDR Engineering, Inc. of the Carolinas
Amendment 01 to Task Order 8683-02 for on-call hydraulic modeling services. No
change in scope of work, cost is increasing and will require BOCC approval as total
expenditure will now exceed $50k $48,400.00 6/17/2025
General Services - Facilities Management DRYS ENTERPRISE INC PROGRESS BUILDING ROLL UP DOOR $11,500.00 6/19/2025
General Services - Facilities Management DEMOLITION AND ASBESTOS REMOVAL INC HISTORIC POST OFFICE ASBESTOS FLOORING REMOVAL $29,800.00 6/19/2025
Human Resources The Tharpe Company, Inc. d/b/a Engage2Excel
Human Resources has a contract with the Tharpe Company to administer our
employee service awards program. Our first renewal term ends in July. We have two
one-year renewal options and would like to renew the contract for one additional
year.$21,190.00 6/20/2025
Public Works - Water & Wastewater DATA FLOW SYSTEMS, INC DATA FLOW, $10,050, FCC LICENSING SERVICES 67 SITE $10,050.00 6/23/2025
Public Works - Water & Wastewater DATA FLOW SYSTEMS, INC DATA FLOW, $23,150, REMOTE TELEMETRY $23,150.00 6/23/2025
Human Resources
McGriff, a Marsh & McLennan Agency LLC
Company
Administration of the Health Reimbursement Account benefit for the six-month run-
out period following the transition to BlueCross and BlueShield.$32,500.00 6/24/2025
General Services - Solid Waste Civil & Environmental Consultants, Inc C&D Landfill Airspace Study for the Solid Waste Annual Report $25,000.00 6/27/2025
Fixed Price Term Agreement Spend
Friedman's Premiere Systems DBA iPromo $21,822.08
Unifirst Corporation $38,003.60
559
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-591 Agenda Date:10/6/2025
TITLE:..title
Human Resources Reports for August 2025
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
These reports include all new hires, separations from service, and retirements for Union County
Local Government for the month of August 2025.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 1 of 1
powered by Legistar™560
Name
8/25/25
8/11/25
8/11/25
8/25/25
8/25/25
8/11/25
8/11/25
8/11/25
8/11/25
8/25/25
8/11/25
8/11/25
8/11/25
8/27/25
8/11/25
8/11/25
8/25/25
8/11/25
8/11/25
8/11/25
8/25/25
8/25/25
8/25/25
8/25/25
8/11/25
EMMA K PETERSON SHERIFF'S SERVICES SPECIALIST
BROOKLYN M ROLLINS SHERIFF'S SERVICES SPECIALIST
SOLID WASTE
ANTHONY E BEATTY UTILITY SITE ATTENDANT PT
CHRISTOPHER O ALLEN DEPUTY SHERIFF MASTER
RYAN J GOLDSTEIN DEPUTY SHERIFF
SHERIFF/JAIL/FACILITIES
SHERIFF/JAIL/FAC 80.5 HRS
JUSTIN K LOGAN DETENTION OFFICER
IRVIN MUNOZ-GOMEZ DETENTION OFFICER
TREVOR A RASKIN DETENTION OFFICER
PUBLIC LIBRARY
CARA L BROWN LIBRARY ASSOCIATE PT
CAITLIN B CRUMP LIBRARY ASSOCIATE PT
TALISHA N WALLACE LIBRARY ASSISTANT PT
PARKS AND RECREATION
LINIQUE M BOUWER PARK RANGER
WESLEY R TAYLOR PARK RANGER
SEAN A PATTON PARK RANGER - SEASONAL
AERIAL N SMITH ELIGIBILITY SPECIALIST
EVERETT M JETER ELIGIBILITY SUPERVISOR
HS - TRANSPORTATION
CARLOS A LEBRON TRANSPORTATION DISPATCHER
NAKITA Y BRISBON BEHAVIORAL HEALTH THERAPIST
MADELINE C GUILLOT BEHAVIORAL HEALTH THERAPIST
ASHLEY M MENDICINO SENIOR ELIGIBILITY SPECIALIST
SHENITA I FOUNTAIN SOCIAL WORKER
FAITH B PATRICK PUBLIC HEALTH NURSE
HS - SOCIAL SERVICES
FLEET MANAGEMENT
DERRELL M RUSS EMRG VHCL EQUIP TECHNICIAN
HS - PUBLIC HEALTH
ANNETTE E RAMIREZ LLANOS CLINICAL ASSISTANT
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
August 2025
Hire Date Position
FACILITIES MANAGEMENT
KEVIN J CALKINS SR FACILITIES MAINTENANCE TECH
Page 1 of 2
561
Name
8/11/25
8/11/25
8/25/25
8/25/25
QOREN R WILLIAMS UTILITY TECHNICIAN I
JAMES J HULSEY WAREHOUSE TECHNICIAN
MCKINLEY E LAVERY UTILITY TECHNICIAN I
UCW - PLANNING & RESOURCE MGMT
Hire Date Position
DAVID A WILLIAMS APPLICATIONS ANALYST
UCW - WATER & WASTEWATER OPS
Page 2 of 2
562
Name
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
August 2025
Hire Date Separation Date Position
HS - PUBLIC HEALTH
CYNTHIA W SPRATT 11/12/08 8/29/25 PUBLIC HEALTH NURSE
SHERIFF/JAIL/FACILITIES
SHARON E TUCKER 9/9/02 8/29/25 SHERIFF'S SERVICES SPECIALIST
WILLIE H BLACKWELL 11/27/06 8/31/25 DEPUTY SHERIFF
SANDRA D SMITH 5/14/07 8/31/25 ACCOUNTING SPECIALIST
SEPARATION FROM SERVICE
911 COMMUNICATIONS
BEVERLY B LOGAN 3/24/25 8/22/25 TELECOMMUNICATOR I
HALEY K LILES 7/14/25 8/14/25 TELECOMMUNICATOR I
BUDGET & GRANTS MANAGEMENT
TIFFANY N ARANT 3/27/23 8/13/25 GRANTS SPECIALIST PT
LOVETTA S WALTON 7/17/23 8/13/25 GRANTS SPECIALIST PT
ENVIRONMENTAL HEALTH
HALEY A MULLIS 2/13/23 8/14/25 ENVIRONMENTAL HEALTH SPEC
BRANDY C BAUCOM 6/2/25 8/22/25 OFFICE SUPERVISOR
FINANCE
AMBER N DANIELS 3/10/25 8/5/25 SENIOR ACCOUNTANT
FLEET MANAGEMENT
AUBREY L BAHAM 1/27/25 8/29/25 EMRG VHCL EQUIP TECHNICIAN
HS - PUBLIC HEALTH
KEISHA N PALMER 1/13/25 8/15/25 PUBLIC HEALTH NURSE
HS - SOCIAL SERVICES
JOI N BAILEY 11/25/19 8/15/25 SOCIAL WORK SUPERVISOR
BLAKE J KELLUM 11/7/22 8/15/25 BEHAVIORAL HEALTH THERAPIST
CATELYN M ERVING 6/16/25 8/15/25 ELIGIBILITY SPECIALIST
HS - TRANSPORTATION
SAMUEL T ROLLINS 6/8/20 8/15/25 TRANSPORTATION OPS SUPERVISOR
KEVIN P FONSECA 10/7/24 8/20/25 TRANSPORTATION DRIVER
PARKS AND RECREATION
AVERY A PLYLER 5/14/25 8/15/25 PARK RANGER - SEASONAL
PROCUREMENT
CHERYL D WRIGHT 9/16/13 8/22/25 DIR PROC & CONTRACT MGMT
PUBLIC COMMUNICATIONS
AILEEN E WHITE 11/18/24 8/18/25 ADMINISTRATIVE PROF II BPT
RETIREES
Page 1 of 2 563
Name Hire Date Separation Date Position
LEAH B RABY 2/26/24 8/7/25 LIBRARY ASSOCIATE PT
PUBLIC LIBRARY
SOLID WASTE
ISABELLA C LATTA 8/12/24 8/28/25 LIBRARY ASSOCIATE
ASHLEY T DIXON 9/23/24 8/15/25 LIBRARY ASSOCIATE PT
TA - ASSESSMENT
AMY L WINN 2/19/18 8/21/25 SENIOR LAND RECORDS SPECIALIST
SHERIFF/JAIL/FAC 80.5 HRS
ROBERT D NEELEY 8/14/23 8/25/25 DETENTION OFFICER
UCW - UTILITY BUSINESS SVCS
AARON M WILMOTH 5/6/24 8/11/25 CUSTOMER SERVICE SPECIALIST
MACK E LOFTIS 9/24/13 8/9/25 UTILITY SITE ATTENDANT PT
Page 2 of 2 564
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-598 Agenda Date:10/6/2025
TITLE:..title
Tax Refunds, Releases and Prorations Approved by Finance Officer
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for
Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and
NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on
requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS
105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the
county finance officer related to surrendering of registered motor vehicle plates. The finance officer
shall issue a refund to the vehicle owner. The attached report is for August 2025 NCVTS releases
and refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 1 of 1
powered by Legistar™565
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 ($67.08)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $7.37 $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 ($3.76)$0.00
200 TAX ($11.56)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.40)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.67)$0.00
002 TAX ($8.61)$0.00
Refund
001 TAX ($3.97)$0.00
200 TAX ($12.22)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.42)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.71)$0.00
002 TAX ($9.11)$0.00
Refund
001 TAX ($18.07)$0.00
600 TAX ($20.48)$0.00
023 TAX ($5.67)$0.00
003 TAX ($1.93)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.23)$0.00
002 TAX ($41.42)$0.00
Refund
001 TAX ($4.90)$0.00
015 TAX ($1.66)$0.00
003 TAX ($0.52)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.87)$0.00
002 TAX ($11.22)$0.00
Refund
001 TAX ($21.42)$0.00
980 TAX ($2.62)$0.00
021 TAX ($8.88)$0.00
003 TAX ($2.30)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.83)$0.00
002 TAX ($49.10)$0.00
Refund
001 TAX ($3.75)$0.00
200 TAX ($11.56)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.40)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.67)$0.00
002 TAX ($8.60)$0.00
Refund
001 TAX ($6.14)($0.31)
600 TAX ($6.97)($0.34)
026 TAX ($1.50)($0.08)
003 TAX ($0.66)($0.03)
005 TAX ($0.15)($0.01)
004 TAX ($1.10)($0.05)
002 TAX ($14.08)($0.71)
Refund
001 TAX ($44.50)$0.00
980 TAX ($5.45)$0.00
021 TAX ($18.46)$0.00
003 TAX ($4.77)$0.00
005 TAX ($1.06)$0.00
004 TAX ($7.96)$0.00
002 TAX ($102.04)$0.00
Refund
ABSOLUTE LAWN
MAINTENANCEIN
C
ABSOLUTE LAWN
MAINTENANCEIN
C
PO BOX 793
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
$0.00
$0.00
$0.00
$89.71
$0.00
($67.08)
($30.00)
$7.37
$0.00930834976
Refund Generated due
to adjustment on
Bill #0083698376-
2024-2024-0000
Situs error 8/21/2025MONROE, NC
28111
Adjustment <
$100 0083698376 KC5354 PENDING
($3.76)
($11.56)
$0.00
($0.40)
($0.09)813988196
Refund Generated due
to proration on Bill
#0084706854-2024-
2024-0000-00
Vehicle
Sold 8/19/2025 8/20/2025MONROE, NC
28110 Proration 0084706854 VFL6864 AUTHORIZED
ALAMILLA
MENDOZA,
CLAUDIA
ALAMILLA
MENDOZA,
CLAUDIA
4828
ALDERSBROOK
DR
Vehicle
Sold 8/28/2025 8/29/2025
($3.97)
($12.22)
$0.00
($0.42)
($0.09)
($0.71)
($9.11)
$26.52
($0.67)
($8.61)
$25.09
ALAMILLA
MENDOZA,
CLAUDIA
ALAMILLA
MENDOZA,
CLAUDIA
4828
ALDERSBROOK
DR
MONROE, NC
28110 Proration 0085432178 VFZ1903 AUTHORIZED 815979542
Refund Generated due
to proration on Bill
#0085432178-2024-
2024-0000-00
($18.07)
($20.48)
($5.67)
($1.93)
($0.43)815981614
Refund Generated due
to proration on Bill
#0070311006-2024-
2024-0000-00
Vehicle
Sold 8/28/2025 8/29/2025INDIAN TRAIL,
NC 28079 Proration 0070311006 FJ1146 AUTHORIZED
AUSTIN,
BRANDON
EDWARD
AUSTIN,
BRANDON
EDWARD
AUSTIN,
STEPHANIE
STIRP
2005 AUDUBON
DR
Vehicle
Sold 8/20/2025 8/21/2025
($4.90)
($1.66)
($0.52)
($0.12)
($0.87)
($11.22)
$19.29
($3.23)
($41.42)
$91.23
BADEN,
HEATHER LEE
BADEN,
HEATHER LEE
2214 MADEIRA
CIR
WAXHAW, NC
28173 Proration 0048682891 PME9581 AUTHORIZED 697919496
Refund Generated due
to proration on Bill
#0048682891-2024-
2024-0000-00
($21.42)
($2.62)
($8.88)
($2.30)
($0.51)813428875
Refund Generated due
to proration on Bill
#0061447835-2024-
2024-0000-00
Vehicle
Sold 8/15/2025 8/18/2025MONROE, NC
28110 Proration 0061447835 KV6027 AUTHORIZEDBAKER, JIMMY
SHAWN
BAKER, JIMMY
SHAWN
5022 MAMMOTH
OAKS DR
Vehicle
Sold 8/14/2025 8/15/2025
($3.75)
($11.56)
$0.00
($0.40)
($0.09)
($0.67)
($8.60)
$25.07
($3.83)
($49.10)
$88.66
BELK, KENNETH
LEE
BELK, KENNETH
LEE
3005 TIFFANY
DR
MONROE, NC
28110 Proration 0039729884 4246SA AUTHORIZED 813217419
Refund Generated due
to proration on Bill
#0039729884-2024-
2024-0000-00
($6.45)
($7.31)
($1.58)
($0.69)
($0.16)815687180
Refund Generated due
to adjustment on
Bill #0071352636-
2024-2024-0000-00
SLVG or
RBLT TTL 8/27/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0071352636 KBN3715 PENDINGBEYERO, NAHOM
MESFIN
BEYERO, NAHOM
MESFIN
4011
THORNDALE RD
Vehicle
Sold 8/13/2025 8/14/2025
($44.50)
($5.45)
($18.46)
($4.77)
($1.06)
($7.96)
($102.04)
$184.24
($1.15)
($14.79)
$32.13
BLACK, JOSEPH
LYNN
BLACK, JOSEPH
LYNN
914 W
UNIONVILLE
INDIAN T
MONROE, NC
28110 Proration 0066319016 JHB5647 AUTHORIZED 812980077
Refund Generated due
to proration on Bill
#0066319016-2024-
2024-0000-00
Page 1 of 23
566
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 ($6.11)$0.00
800 TAX ($1.68)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.09)$0.00
002 TAX ($14.01)$0.00
Refund
001 TAX ($36.83)$0.00
800 TAX ($5.64)$0.00
026 TAX ($8.98)$0.00
003 TAX ($3.95)$0.00
005 TAX ($0.88)$0.00
004 TAX ($6.59)$0.00
002 TAX ($84.44)$0.00
Refund
001 TAX ($13.71)$0.00
980 TAX ($1.68)$0.00
021 TAX ($5.68)$0.00
003 TAX ($1.47)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.45)$0.00
002 TAX ($31.43)$0.00
Refund
001 TAX ($10.10)$0.00
200 TAX ($31.10)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.08)$0.00
005 TAX ($0.24)$0.00
004 TAX ($1.81)$0.00
002 TAX ($23.16)$0.00
Refund
001 TAX ($3.10)$0.00
200 TAX ($9.56)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.33)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.55)$0.00
002 TAX ($7.12)$0.00
Refund
001 TAX ($17.50)$0.00
600 TAX ($19.83)$0.00
020 TAX ($5.73)$0.00
003 TAX ($1.88)$0.00
005 TAX ($0.42)$0.00
004 TAX ($3.13)$0.00
002 TAX ($40.12)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($16.98)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $2.89 $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
900 TAX $48.80 $0.00
200 TAX ($115.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $11.76 $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 ($13.25)$0.00
101 TAX ($6.50)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($3.23)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.37)$0.00
002 TAX ($30.39)$0.00
Refund
($6.11)
($1.68)
($0.65)
($0.15)
($1.09)
698332128
Refund Generated due
to proration on Bill
#0066781016-2023-
2023-0000-00
Vehicle
Sold 8/22/2025 8/25/2025MATTHEWS, NC
28104 Proration 0066781016 PFZ5038 AUTHORIZEDBOARD, BRIAN
JOSEPH
BOARD, BRIAN
JOSEPH
BOARD,
MICHELLE
MARIE
3053 TWIN
LAKES DR
8/22/2025 8/25/2025
($36.83)
($5.64)
($8.98)
($3.95)
($0.88)
($6.59)
($84.44)
$147.31
($14.01)
$23.69
BOARD,
MICHELLE
MARIE
BOARD,
MICHELLE
MARIE
BOARD, BRIAN
JOSEPH
3053 TWIN
LAKES DR
MATTHEWS, NC
28104 Proration 0083535741 LHZ2483 AUTHORIZED 814720802
Refund Generated due
to proration on Bill
#0083535741-2024-
2024-0000-00
Vehicle
Totalled
($13.71)
($1.68)
($5.68)
($1.47)
($0.32)812979741
Refund Generated due
to proration on Bill
#0085752546-2024-
2024-0000-00
Vehicle
Totalled 8/13/2025 8/14/2025MONROE, NC
28110 Proration 0085752546 9L7544 AUTHORIZED
BOATRIGHT,
JACKSON
FOREST
BOATRIGHT,
JACKSON
FOREST
1408 CLONTZ
LONG RD
Vehicle
Sold 8/20/2025 8/21/2025
($10.10)
($31.10)
$0.00
($1.08)
($0.24)
($1.81)
($23.16)
$67.49
($2.45)
($31.43)
$56.74
BONILLA,
JORGE
HUMBERTO
BONILLA,
JORGE
HUMBERTO
1901 PLEASANT
KNOLL LN
MONROE, NC
28112 Proration 0080005643 FDY2261 AUTHORIZED 814239524
Refund Generated due
to proration on Bill
#0080005643-2024-
2024-0000-00
($3.10)
($9.56)
$0.00
($0.33)
($0.07)812979972
Refund Generated due
to proration on Bill
#0057498881-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025MONROE, NC
28110 Proration 0057498881 HLF1268 AUTHORIZEDBOONE,
MICHAEL LEE
BOONE,
MICHAEL LEE
BOONE, MARIA
S
4210 ROGERS
RD
Vehicle
Sold 8/1/2025 8/4/2025
($17.50)
($19.83)
($5.73)
($1.88)
($0.42)
($3.13)
($40.12)
$88.61
($0.55)
($7.12)
$20.73
BRADSHAW,
JEFFREY JOE
BRADSHAW,
JEFFREY JOE
1003
HOLLYHEDGE LN
INDIAN TRAIL,
NC 28079 Proration 0052418401 JDS4723 AUTHORIZED 810638780
Refund Generated due
to proration on Bill
#0052418401-2024-
2024-0000-00
BROOKS,
XAVIER JAMAL
BROOKS,
XAVIER JAMAL
6106
EISENHOUR LN
$0.00
$0.00
$0.00
$44.09
$0.00
($16.98)
($30.00)
$2.89
$0.00930560256
Refund Generated due
to adjustment on
Bill #0081126657-
2024-2024-0000
Situs error 8/20/2025WINGATE, NC
28174
Adjustment <
$100 0081126657 LFM1486 PENDING
BREWER,
NATHANIEL
JAMES
BREWER,
NATHANIEL
JAMES
2842 BOBWHITE
CIR 2842 A
$0.00
$0.00
$0.00
$0.00
$84.84
$0.00
$48.80
($115.40)
($30.00)
$11.761047191634
Refund Generated due
to adjustment on
Bill #0081103216-
2024-2024-0000
Situs error 8/21/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0081103216 LFM1336 PENDING
($0.32)
($2.37)
($30.39)
$57.48
($13.25)
($6.50)
$0.00
($3.23)
($1.42)931791384
Refund Generated due
to proration on Bill
#0051174385-2024-
2024-0000-00
Vehicle
Sold 8/25/2025 8/26/2025WAXHAW, NC
28173 Proration 0051174385 CADENZA AUTHORIZED
BROWN,
CHRISTIAN
THOMAS
BROWN,
CHRISTIAN
THOMAS
9809
SEDGEFIELD DR
Page 2 of 23
567
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 ($29.96)$0.00
500 TAX ($70.68)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.60)$0.00
003 TAX ($3.21)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.36)$0.00
002 TAX ($68.69)$0.00
Refund
001 TAX ($5.23)$0.00
018 TAX ($2.35)$0.00
003 TAX ($0.56)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.93)$0.00
002 TAX ($11.98)$0.00
Refund
001 TAX ($4.59)$0.00
600 TAX ($5.21)$0.00
023 TAX ($1.44)$0.00
003 TAX ($0.49)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.82)$0.00
002 TAX ($10.53)$0.00
Refund
001 TAX ($39.01)$0.00
015 TAX ($13.19)$0.00
003 TAX ($4.18)$0.00
005 TAX ($0.93)$0.00
004 TAX ($6.98)$0.00
002 TAX ($89.45)$0.00
Refund
001 TAX ($9.06)$0.00
500 TAX ($21.37)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.90)$0.00
003 TAX ($0.97)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.62)$0.00
002 TAX ($20.77)$0.00
Refund
001 TAX $0.00 $0.00
400 TAX $129.97 $0.00
200 TAX ($118.74)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $17.39 $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
400 TAX $42.03 $3.36
200 TAX ($38.40)($3.07)
200 VEHICLE FEE ($30.00)$0.00
018 TAX $5.62 $0.45
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 ($12.79)$0.00
600 TAX ($14.51)$0.00
020 TAX ($4.19)$0.00
003 TAX ($1.37)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.29)$0.00
002 TAX ($29.34)$0.00
Refund
001 TAX ($4.69)$0.00
700 TAX ($6.21)$0.00
020 TAX ($1.54)$0.00
003 TAX ($0.51)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.84)$0.00
002 TAX ($10.77)$0.00
Refund
BROWN, SUSAN
ROBERTA
BROWN, SUSAN
ROBERTA
8450 NORMAN
FOREST RD ($0.72)
($5.36)
($68.69)
$188.22
($29.96)
($70.68)
$0.00
($9.60)
($3.21)929633072
Refund Generated due
to proration on Bill
#0075347098-2024-
2024-0000-00
Reg . Out
of state 8/15/2025 8/18/2025LANCASTER, SC
29720 Proration 0075347098 JJW5748 AUTHORIZED
($5.23)
($2.35)
($0.56)
($0.13)
($0.93)
699159000
Refund Generated due
to proration on Bill
#0016584531-2024-
2024-0000-00
Vehicle
Sold 8/27/2025 8/28/2025MARSHVILLE,
NC 28103 Proration 0016584531 THF1034 AUTHORIZEDBURNS, MATTIE
MAE
BURNS, MATTIE
MAE 1410 ACME RD
8/13/2025 8/14/2025
($4.59)
($5.21)
($1.44)
($0.49)
($0.11)
($0.82)
($10.53)
$23.19
($11.98)
$21.18
CARACCIOLI,
ANTONIO
CARACCIOLI,
ANTONIO
2103 TREE
RIDGE RD
INDIAN TRAIL,
NC 28079 Proration 0082640161 VFH2419 AUTHORIZED 812980301
Refund Generated due
to proration on Bill
#0082640161-2024-
2024-0000-00
Vehicle
Sold
($39.01)
($13.19)
($4.18)
($0.93)
($6.98)
699160338
Refund Generated due
to proration on Bill
#0082802243-2024-
2024-0000-00
Vehicle
Sold 8/27/2025 8/28/2025WAXHAW, NC
28173 Proration 0082802243 VFH2460 AUTHORIZED
CARNEIRO,
ANTHONY
LAWRENCE
CARNEIRO,
ANTHONY
LAWRENCE
1019
BROOKSLAND PL
8/21/2025 8/22/2025
($9.06)
($21.37)
$0.00
($2.90)
($0.97)
($0.22)
($1.62)
($20.77)
$56.91
($89.45)
$153.74
CASEY, KRISTA
KAUFFMAN
CASEY, KRISTA
KAUFFMAN 1440 GREAT RD WAXHAW, NC
28173 Proration 0032339198 BME6798 AUTHORIZED 930836952
Refund Generated due
to proration on Bill
#0032339198-2024-
2024-0000-00
Vehicle
Sold
CASTRO-
PINEDA, KARLA
PATRICIA
CASTRO-
PINEDA, KARLA
PATRICIA
314 OLIVE
BRANCH EXT
$0.00
$0.00
$0.00
$0.00
$1.38
$0.00
$129.97
($118.74)
($30.00)
$17.391047189519
Refund Generated due
to adjustment on
Bill #0081114415-
2024-2024-0000
Situs error 8/21/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0081114415 LEZ5854 PENDING
CASTRO-
PINEDA, KARLA
PATRICIA
CASTRO-
PINEDA, KARLA
PATRICIA
314 OLIVE
BRANCH EXT
$0.00
$0.00
$0.00
$0.00
$20.01
$0.00
$45.39
($41.47)
($30.00)
$6.071047495726
Refund Generated due
to adjustment on
Bill #0086881870-
2024-2024-0000
Situs error 8/22/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0086881870 LFK8841 PENDING
($12.79)
($14.51)
($4.19)
($1.37)
($0.31)813947197
Refund Generated due
to proration on Bill
#0081107082-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025INDIAN TRAIL,
NC 28079 Proration 0081107082 LEZ5437 AUTHORIZED
CELIS
MARRUFO,
ORLANDO JOSE
CELIS
MARRUFO,
ORLANDO JOSE
101 SILVER
GLENN LN
Vehicle
Sold 8/18/2025 8/19/2025
($4.69)
($6.21)
($1.54)
($0.51)
($0.11)
($0.84)
($10.77)
$24.67
($2.29)
($29.34)
$64.80
CENTENO
GUTIERREZ,
YOVANA
CENTENO
GUTIERREZ,
YOVANA
810 SCENIC
WAY
MATTHEWS, NC
28104 Proration 0083001674 VDM6540 AUTHORIZED 813946189
Refund Generated due
to proration on Bill
#0083001674-2024-
2024-0000-00
Page 3 of 23
568
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 ($73.80)$0.00
025 TAX ($22.70)$0.00
003 TAX ($7.91)$0.00
005 TAX ($1.76)$0.00
004 TAX ($13.21)$0.00
002 TAX ($169.21)$0.00
Refund
001 TAX ($93.14)$0.00
028 TAX ($29.85)$0.00
003 TAX ($9.99)$0.00
005 TAX ($2.22)$0.00
004 TAX ($16.67)$0.00
002 TAX ($213.57)$0.00
Refund
001 TAX ($31.85)$0.00
028 TAX ($8.18)$0.00
003 TAX ($3.41)$0.00
005 TAX ($0.76)$0.00
004 TAX ($5.70)$0.00
002 TAX ($73.02)$0.00
Refund
001 TAX ($29.46)$0.00
026 TAX ($7.18)$0.00
003 TAX ($3.16)$0.00
005 TAX ($0.70)$0.00
004 TAX ($5.27)$0.00
002 TAX ($67.55)$0.00
Refund
001 TAX ($9.10)($0.46)
700 TAX ($12.04)($0.60)
020 TAX ($2.98)($0.15)
003 TAX ($0.97)($0.05)
005 TAX ($0.22)($0.01)
004 TAX ($1.63)($0.08)
002 TAX ($20.85)($1.04)
Refund
001 TAX ($16.97)$0.00
022 TAX ($8.89)$0.00
003 TAX ($1.82)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.03)$0.00
002 TAX ($38.92)$0.00
Refund
001 TAX ($14.43)$0.00
500 TAX ($34.05)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.62)$0.00
003 TAX ($1.55)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.58)$0.00
002 TAX ($33.10)$0.00
Refund
001 TAX ($9.74)$0.00
930 TAX ($1.19)$0.00
016 TAX ($3.61)$0.00
003 TAX ($1.04)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.74)$0.00
002 TAX ($22.33)$0.00
Refund
001 TAX ($33.42)$0.00
600 TAX ($37.89)$0.00
023 TAX ($10.49)$0.00
003 TAX ($3.58)$0.00
005 TAX ($0.80)$0.00
004 TAX ($5.98)$0.00
002 TAX ($76.64)$0.00
Refund
001 TAX ($16.58)$0.00
200 TAX ($51.07)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.78)$0.00
005 TAX ($0.40)$0.00
004 TAX ($2.97)$0.00
002 TAX ($38.02)$0.00
Refund
($73.80)
($22.70)
($7.91)
($1.76)
($13.21)
695799294
Refund Generated due
to proration on Bill
#0084705168-2024-
2024-0000-00
Vehicle
Sold 8/6/2025 8/7/2025WAXHAW, NC
28173 Proration 0084705168 LJM8071 AUTHORIZEDCOAN, WILLIAM
BRADLEY
COAN, WILLIAM
BRADLEY
6209 POTTER
RD S
8/14/2025 8/15/2025
($93.14)
($29.85)
($9.99)
($2.22)
($16.67)
($213.57)
$365.44
($169.21)
$288.59
CORTEZZO,
LOUIS FRANCIS
II
CORTEZZO,
LOUIS FRANCIS
II
4304 OLDSTONE
FOREST DR
WAXHAW, NC
28173 Proration 0074761543 KKP9082 AUTHORIZED 697043472
Refund Generated due
to proration on Bill
#0074761543-2024-
2024-0000-00
Vehicle
Totalled
($31.85)
($8.18)
($3.41)
($0.76)
($5.70)
697225530
Refund Generated due
to proration on Bill
#0072820718-2023-
2023-0000-00
Vehicle
Sold 8/15/2025 8/18/2025WAXHAW, NC
28173 Proration 0072820718 KCX9998 AUTHORIZED
CORTEZZO,
LOUIS FRANCIS
II
CORTEZZO,
LOUIS FRANCIS
II
4304 OLDSTONE
FOREST DR
8/6/2025 8/7/2025
($29.46)
($7.18)
($3.16)
($0.70)
($5.27)
($67.55)
$113.32
($73.02)
$122.92
COSTANZA,
KENNETH
GERALD
COSTANZA,
KENNETH
GERALD
1105 CHERRY
LAUREL DR
WAXHAW, NC
28173 Proration 0050938261 PLV5970 AUTHORIZED 695799678
Refund Generated due
to proration on Bill
#0050938261-2024-
2024-0000-00
Vehicle
Sold
($9.56)
($12.64)
($3.13)
($1.02)
($0.23)815979535
Refund Generated due
to proration on Bill
#0082358382-2024-
2024-0000-00
Vehicle
Totalled 8/28/2025 8/29/2025MATTHEWS, NC
28104 Proration 0082358382 TJA8684 AUTHORIZEDCOWICK, JASON
ALLAN
COWICK, JASON
ALLAN
HINSON,
JENNIFER LYNN
321
MEADOWBROOK
DR
CRAMNER,
KEVIN LEE
CRAMNER,
KEVIN LEE
CRAMNER,
SHANNA LEA
4057
SHADOWBROOK
RD
Insurance
Lapse 8/4/2025 8/5/2025
($16.97)
($8.89)
($1.82)
($0.41)
($3.03)
($38.92)
$70.04
($1.71)
($21.89)
$50.18
CRAINE,
GIMEKA SADE
CRAINE,
GIMEKA SADE
4904 WINDSONG
WAY
WINGATE, NC
28174 Proration 0082730762 EEJ6189 AUTHORIZED 695225526
Refund Generated due
to proration on Bill
#0082730762-2024-
2024-0000-00
($0.34)
($2.58)
($33.10)
$90.67
($14.43)
($34.05)
$0.00
($4.62)
($1.55)928856112
Refund Generated due
to proration on Bill
#0068628209-2024-
2024-0000-00
Vehicle
Sold 8/12/2025 8/13/2025WAXHAW, NC
28173 Proration 0068628209 PMX6820 AUTHORIZED
($9.74)
($1.19)
($3.61)
($1.04)
($0.23)814721201
Refund Generated due
to proration on Bill
#0061808079-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025INDIAN TRAIL,
NC 28079 Proration 0061808079 HFK5054 AUTHORIZED
CRISPENS,
WARREN EDWARD
JR
CRISPENS,
WARREN EDWARD
JR
9809 INDIAN
TRAIL FAIRVIE W
Vehicle
Sold 8/18/2025 8/19/2025
($33.42)
($37.89)
($10.49)
($3.58)
($0.80)
($5.98)
($76.64)
$168.80
($1.74)
($22.33)
$39.88
CROFT,
MICHAEL
EDMUND
CROFT,
MICHAEL
EDMUND
CROFT,
BENNETT
EDMUND
1003
FAIRBANKS CT
INDIAN TRAIL,
NC 28079 Proration 0081221257 RDL9218 AUTHORIZED 813947330
Refund Generated due
to proration on Bill
#0081221257-2024-
2024-0000-00
($16.58)
($51.07)
$0.00
($1.78)
($0.40)813429981
Refund Generated due
to proration on Bill
#0082434755-2024-
2024-0000-00
Vehicle
Sold 8/15/2025 8/18/2025MONROE, NC
28110 Proration 0082434755 LDYAGGIE AUTHORIZEDCROWDER,
RHONDA GENENE
CROWDER,
RHONDA GENENE 909 BELTON ST
($2.97)
($38.02)
$110.82
Page 4 of 23
569
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 ($6.99)$0.00
021 TAX ($3.36)$0.00
003 TAX ($0.66)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.42)$0.00
002 TAX ($16.66)$0.00
Refund
001 TAX ($10.10)$0.00
700 TAX ($13.36)$0.00
023 TAX ($3.17)$0.00
003 TAX ($1.08)$0.00
005 TAX ($0.24)$0.00
004 TAX ($1.81)$0.00
002 TAX ($23.15)$0.00
Refund
001 TAX ($18.16)($1.31)
200 TAX ($71.10)($5.16)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.71)($0.13)
005 TAX ($0.72)($0.06)
004 TAX ($6.28)($0.45)
002 TAX ($43.27)($3.13)
Refund
001 TAX ($6.80)$0.00
101 TAX ($3.33)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.66)$0.00
003 TAX ($0.73)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.22)$0.00
002 TAX ($15.59)$0.00
Refund
001 TAX ($15.35)$0.00
101 TAX ($7.53)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($3.74)$0.00
003 TAX ($1.64)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.75)$0.00
002 TAX ($35.21)$0.00
Refund
001 TAX ($8.44)$0.00
101 TAX ($4.14)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($2.06)$0.00
003 TAX ($0.91)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.51)$0.00
002 TAX ($19.36)$0.00
Refund
001 TAX ($19.51)$0.00
014 TAX ($6.07)$0.00
003 TAX ($2.09)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.49)$0.00
002 TAX ($44.73)$0.00
Refund
001 TAX ($15.01)$0.00
600 TAX ($17.01)$0.00
023 TAX ($4.71)$0.00
003 TAX ($1.61)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.69)$0.00
002 TAX ($34.40)$0.00
Refund
001 TAX ($6.61)$0.00
016 TAX ($2.45)$0.00
003 TAX ($0.71)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.18)$0.00
002 TAX ($15.16)$0.00
Refund
CUKRO, JUSTIN
EREN
CUKRO, JUSTIN
EREN
3217 SECREST
SHORTCUT RD
MONROE, NC
28110 Proration 0085790567 LKC5438 AUTHORIZED 699676752
Refund Generated due
to proration on Bill
#0085790567-2025-
2025-0000-00
CULLY, PEGGY
MARIE
6000 HEMLOCK
DR
Vehicle
Sold 8/29/2025 9/2/2025
($6.99)
($3.36)
($0.66)
($0.28)
($2.42)
($16.66)
$30.37
($1.81)
($23.15)
$52.91
CUMMINGS,
DAVID ELWIN
CUMMINGS,
DAVID ELWIN
1021 MALLARD
LANDING DR
MONROE, NC
28110 Proration 0086485174 9B57DV AUTHORIZED 813989659
Refund Generated due
to proration on Bill
#0086485174-2025-
2025-0000-00
($10.10)
($13.36)
($3.17)
($1.08)
($0.24)816290447
Refund Generated due
to proration on Bill
#0028276325-2024-
2024-0000-00
Vehicle
Totalled 8/29/2025 9/2/2025INDIAN TRAIL,
NC 28079 Proration 0028276325 TEJ9044 AUTHORIZEDCULLY, PEGGY
MARIE
CURTIS,
CHARLES
MICHAEL
CURTIS,
CHARLES
MICHAEL
15 OLD STAGE
TRL
Vehicle
Sold 8/19/2025 8/20/2025
($19.47)
($76.26)
$0.00
($1.84)
($0.78)
($6.73)
($46.40)
$151.48
($0.16)
($1.22)
($15.59)
$29.49
($6.80)
($3.33)
$0.00
($1.66)
($0.73)931794416
Refund Generated due
to proration on Bill
#0076092194-2024-
2024-0000-00
Reg . Out
of state 8/26/2025 8/27/2025CLOVER, SC
29710 Proration 0076092194 VCM2915 AUTHORIZED
CURTIS,
CHARLES
MICHAEL
CURTIS,
CHARLES
MICHAEL
15 OLD STAGE
TRL
($0.36)
($2.75)
($35.21)
$66.58
($15.35)
($7.53)
$0.00
($3.74)
($1.64)931794424
Refund Generated due
to proration on Bill
#0064902694-2024-
2024-0000-00
Reg . Out
of state 8/26/2025 8/27/2025CLOVER, SC
29710 Proration 0064902694 0075CL AUTHORIZED
CURTIS,
CHARLES
MICHAEL
CURTIS,
CHARLES
MICHAEL
15 OLD STAGE
TRL
($0.20)
($1.51)
($19.36)
$36.62
($8.44)
($4.14)
$0.00
($2.06)
($0.91)931794440
Refund Generated due
to proration on Bill
#0066965295-2024-
2024-0000-00
Reg . Out
of state 8/26/2025 8/27/2025CLOVER, SC
29710 Proration 0066965295 NZM9213 AUTHORIZED
DEFILIPPO,
JOSEPH ERNEST
DEFILIPPO,
JOSEPH ERNEST
1009 BACK
STRETCH BLVD
INDIAN TRAIL,
NC 28079 Proration 0069964503 FEM4136 AUTHORIZED 813947764
Refund Generated due
to proration on Bill
#0069964503-2024-
2024-0000-00
Vehicle
Sold
($19.51)
($6.07)
($2.09)
($0.46)
($3.49)
696839382
Refund Generated due
to proration on Bill
#0063582809-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025MONROE, NC
28112 Proration 0063582809 PLH3508 AUTHORIZEDDEESE, ASHLEY
DIANE
DEESE, ASHLEY
DIANE
431 E SANDY
RIDGE RD
DOLAN, THOMAS
MICHAEL
DOLAN, MARY
ROGERS
10933
PERSIMMON
CREEK DR
8/18/2025 8/19/2025
($15.01)
($17.01)
($4.71)
($1.61)
($0.36)
($2.69)
($34.40)
$75.79
($44.73)
$76.35
($15.16)
$26.27
($6.61)
($2.45)
($0.71)
($0.16)
($1.18)
698847018
Refund Generated due
to proration on Bill
#0036918563-2024-
2024-0000-00
Vehicle
Sold 8/26/2025 8/27/2025MINT HILL, NC
28227 Proration 0036918563 EDL4067 AUTHORIZEDDOLAN, THOMAS
MICHAEL
Page 5 of 23
570
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 ($6.94)$0.00
500 TAX ($16.37)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.23)$0.00
003 TAX ($0.74)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.24)$0.00
002 TAX ($15.91)$0.00
Refund
001 TAX ($8.59)$0.00
500 TAX ($20.25)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.75)$0.00
003 TAX ($0.92)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.53)$0.00
002 TAX ($19.68)$0.00
Refund
001 TAX ($17.99)$0.00
500 TAX ($42.43)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($5.77)$0.00
003 TAX ($1.93)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.22)$0.00
002 TAX ($41.24)$0.00
Refund
001 TAX ($29.32)$0.00
500 TAX ($69.17)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.39)$0.00
003 TAX ($3.15)$0.00
005 TAX ($0.70)$0.00
004 TAX ($5.25)$0.00
002 TAX ($67.23)$0.00
Refund
001 TAX ($9.61)$0.00
700 TAX ($12.71)$0.00
023 TAX ($3.02)$0.00
003 TAX ($1.03)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.71)$0.00
002 TAX ($22.02)$0.00
Refund
001 TAX ($9.33)$0.00
200 TAX ($36.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
003 TAX ($0.88)$0.00
005 TAX ($0.37)$0.00
004 TAX ($3.23)$0.00
002 TAX ($22.23)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($3.67)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $0.62 $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 ($8.58)$0.00
018 TAX ($5.11)$0.00
003 TAX ($0.81)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.97)$0.00
002 TAX ($20.43)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $33.52 $0.00
200 TAX ($91.05)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $9.69 $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
DONNELL, DALE
RAY
DONNELL, DALE
RAY
DONNELL,
TRACY JOETTA
9913 JACK
NICKLAUS DR
LANCASTER, SC
29720 Proration 0071521485 TMK5077 AUTHORIZED 929120168
Refund Generated due
to proration on Bill
#0071521485-2024-
2024-0000-00
Vehicle
Sold
DONNELL, DALE
RAY
DONNELL, DALE
RAY
9913 JACK
NICKLAUS DR
8/13/2025 8/14/2025
($6.94)
($16.37)
$0.00
($2.23)
($0.74)
($0.16)
($1.24)
($15.91)
$43.59
($0.21)
($1.53)
($19.68)
$53.93
($8.59)
($20.25)
$0.00
($2.75)
($0.92)929120208
Refund Generated due
to proration on Bill
#0083161978-2024-
2024-0000-00
Reg . Out
of state 8/13/2025 8/14/2025LANCASTER, SC
29720 Proration 0083161978 TMZ8248 AUTHORIZED
DONNELL,
TRACY JOETTA
DONNELL,
TRACY JOETTA
DONNELL, DALE
RAY
9913 JACK
NICKLAUS DR
($0.43)
($3.22)
($41.24)
$113.01
($17.99)
($42.43)
$0.00
($5.77)
($1.93)929120232
Refund Generated due
to proration on Bill
#0071078112-2024-
2024-0000-00
Reg . Out
of state 8/13/2025 8/14/2025LANCASTER, SC
29720 Proration 0071078112 TMZ8249 AUTHORIZEDDONNELL, DALE
RAY
DONNELL, DALE
RAY
DONNELL,
TRACY JOETTA
9913 JACK
NICKLAUS DR
DUNLEAVY,
LISA ALEXIS
5343
SHANNAMARA DR
($0.70)
($5.25)
($67.23)
$184.21
($29.32)
($69.17)
$0.00
($9.39)
($3.15)929120264
Refund Generated due
to proration on Bill
#0071078034-2024-
2024-0000-00
Reg . Out
of state 8/13/2025 8/14/2025LANCASTER, SC
29720 Proration 0071078034 TMZ8247 AUTHORIZED
($1.71)
($22.02)
$50.33
DURHAM COUNTY
TAX
ADMINISTRATIO
N
HUTCHINS,
JAMES EARL PO BOX 3397 DURHAM, NC
27702 Proration 0086638921 HHW3579 AUTHORIZED 811992832
Refund Generated due
to proration on Bill
#0086638921-2025-
2025-0000-00
($9.61)
($12.71)
($3.02)
($1.03)
($0.23)812979258
Refund Generated due
to proration on Bill
#0059993589-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025MATTHEWS, NC
28104 Proration 0059993589 HJT9129 AUTHORIZEDDUNLEAVY,
LISA ALEXIS
EDDIE, DONALD
EUGENE
EDDIE, DONALD
EUGENE 808 SANLEE DR
Other
Errors 8/7/2025 8/8/2025
($9.33)
($36.52)
($30.00)
($0.88)
($0.37)
($3.23)
($22.23)
$102.56
$0.00
$0.00
$0.00
$33.05
$0.00
($3.67)
($30.00)
$0.62
$0.00930836888
Refund Generated due
to adjustment on
Bill #0081318318-
2024-2024-0000
Situs error 8/21/2025MONROE, NC
28110
Adjustment <
$100 0081318318 KCV3383 PENDING
($8.58)
($5.11)
($0.81)
($0.34)
($2.97)
699160350
Refund Generated due
to proration on Bill
#0086713630-2025-
2025-0000-00
Vehicle
Totalled 8/27/2025 8/28/2025MARSHVILLE,
NC 28103 Proration 0086713630 YA111343 AUTHORIZED
EDWARDS WOOD
PRODUCTS INC
TRANSPORTATIO
N
EDWARDS WOOD
PRODUCTS INC
TRANSPORTATIO
N
PO BOX 249
8/21/2025
$0.00
$33.52
($91.05)
($30.00)
$9.69
$0.00
$0.00
$0.00
$0.00
$77.84
($20.43)
$38.24
ENTINU
COMMUNICATION
S LLC
ENTINU
COMMUNICATION
S LLC
4040 MATTHEWS-
INDIAN TRL ROAD MATTHEWS, NC
28104
Adjustment <
$100 0081049593 LEZ5707 PENDING 1047190104
Refund Generated due
to adjustment on
Bill #0081049593-
2024-2024-0000
Situs error
Page 6 of 23
571
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($3.79)$0.00
028 TAX ($1.21)$0.00
003 TAX ($0.40)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.68)$0.00
002 TAX ($8.70)$0.00
Refund
001 TAX ($20.25)$0.00
101 TAX ($9.92)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($4.94)$0.00
003 TAX ($2.17)$0.00
005 TAX ($0.48)$0.00
004 TAX ($3.62)$0.00
002 TAX ($46.43)$0.00
Refund
001 TAX ($7.01)$0.00
800 TAX ($1.07)$0.00
026 TAX ($1.71)$0.00
003 TAX ($0.75)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.25)$0.00
002 TAX ($16.08)$0.00
Refund
001 TAX ($43.64)$0.00
600 TAX ($49.47)$0.00
019 TAX ($17.06)$0.00
003 TAX ($4.68)$0.00
005 TAX ($1.04)$0.00
004 TAX ($7.81)$0.00
002 TAX ($100.06)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $14.70 $0.00
200 TAX ($39.92)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $4.07 $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 ($23.25)$0.00
600 TAX ($26.35)$0.00
023 TAX ($7.29)$0.00
003 TAX ($2.49)$0.00
005 TAX ($0.55)$0.00
004 TAX ($4.16)$0.00
002 TAX ($53.30)$0.00
Refund
001 TAX ($21.00)$0.00
600 TAX ($23.81)$0.00
023 TAX ($6.59)$0.00
003 TAX ($2.25)$0.00
005 TAX ($0.50)$0.00
004 TAX ($3.76)$0.00
002 TAX ($48.16)$0.00
Refund
001 TAX ($5.48)$0.00
700 TAX ($7.26)$0.00
020 TAX ($1.80)$0.00
003 TAX ($0.59)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.98)$0.00
002 TAX ($12.57)$0.00
Refund
001 TAX ($61.13)($3.05)
800 TAX ($9.37)($0.47)
026 TAX ($14.91)($0.74)
003 TAX ($6.56)($0.32)
005 TAX ($1.46)($0.08)
004 TAX ($10.94)($0.55)
002 TAX ($140.17)($7.01)
Refund
FEHELEY,
JOSEPH DANIEL
FEHELEY,
JOSEPH DANIEL
1292
RESTORATION
DR
MARVIN, NC
28173 Proration 0035758952 PDH4085 AUTHORIZED 927004400
Refund Generated due
to proration on Bill
#0035758952-2024-
2024-0000-00
Vehicle
Sold
($3.79)
($1.21)
($0.40)
($0.09)
($0.68)
698844330
Refund Generated due
to proration on Bill
#0047562713-2024-
2024-0000-00
Vehicle
Sold 8/25/2025 8/26/2025WAXHAW, NC
28173 Proration 0047562713 FMZ8653 AUTHORIZEDFARMER, BRET
WILLIAM
FARMER, BRET
WILLIAM
FARMER,
BARBARA BETH
6604 OLD
RIDGE RD
FLEMING,
GORDON
7142
WEDDINGTON
BROOK DR
8/5/2025 8/6/2025
($20.25)
($9.92)
$0.00
($4.94)
($2.17)
($0.48)
($3.62)
($46.43)
$87.81
($8.70)
$14.87
($1.25)
($16.08)
$28.03
FLUDD, JOHNNY
LEE
FLUDD, JOHNNY
LEE
2018
BRIDLESIDE DR
INDIAN TRAIL,
NC 28079 Proration 0075795815 JAY4315 AUTHORIZED 813947309
Refund Generated due
to proration on Bill
#0075795815-2024-
2024-0000-00
($7.01)
($1.07)
($1.71)
($0.75)
($0.16)815321724
Refund Generated due
to proration on Bill
#0016626025-2024-
2024-0000-00
Vehicle
Sold 8/26/2025 8/27/2025MATTHEWS, NC
28104 Proration 0016626025 TFY6374 AUTHORIZEDFLEMING,
GORDON
FOARD,
BRITTNEY
LAUREN
FOARD,
BRITTNEY
LAUREN
7921 INDIAN
TL FAIRVIEW RD
Vehicle
Sold 8/18/2025 8/19/2025
($43.64)
($49.47)
($17.06)
($4.68)
($1.04)
($7.81)
($100.06)
$223.76
$0.00
$0.00
$0.00
$0.00
$51.15
$0.00
$14.70
($39.92)
($30.00)
$4.071047192021
Refund Generated due
to adjustment on
Bill #0081047754-
2024-2024-0000
Situs error 8/21/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0081047754 LFJ7756 PENDING
($23.25)
($26.35)
($7.29)
($2.49)
($0.55)812981302
Refund Generated due
to proration on Bill
#0080757094-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025INDIAN TRAIL,
NC 28079 Proration 0080757094 REY3919 AUTHORIZEDFOSTER, IRIS
ANNI
FOSTER, IRIS
ANNI
7012 FARM
POND RD
Vehicle
Sold 8/26/2025 8/27/2025
($21.00)
($23.81)
($6.59)
($2.25)
($0.50)
($3.76)
($48.16)
$106.07
($4.16)
($53.30)
$117.39
FULLWOOD,
DONAY VASHON
FULLWOOD,
DONAY VASHON 1031 DANIA RD INDIAN TRAIL,
NC 28079 Proration 0057095598 EDF5499 AUTHORIZED 815320338
Refund Generated due
to proration on Bill
#0057095598-2024-
2024-0000-00
($5.48)
($7.26)
($1.80)
($0.59)
($0.13)812214354
Refund Generated due
to proration on Bill
#0079485845-2024-
2024-0000-00
Vehicle
Sold 8/8/2025 8/12/2025MATTHEWS, NC
28104 Proration 0079485845 DMY7026 AUTHORIZEDGANTZ, LOIS
CANIPE
GANTZ, LOIS
CANIPE
320
MEADOWBROOK
DR
Vehicle
Sold 8/8/2025 8/12/2025
($64.18)
($9.84)
($15.65)
($6.88)
($1.54)
($11.49)
($147.18)
$256.76
($0.98)
($12.57)
$28.81
GAO, XIAOJIE GAO, XIAOJIE 726 SKYTOP RD WAXHAW, NC
28173 Proration 0076316388 REY1519 AUTHORIZED 812215152
Refund Generated due
to proration on Bill
#0076316388-2024-
2024-0000-00
Page 7 of 23
572
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($37.97)$0.00
800 TAX ($5.82)$0.00
026 TAX ($9.26)$0.00
003 TAX ($4.07)$0.00
005 TAX ($0.91)$0.00
004 TAX ($6.79)$0.00
002 TAX ($87.07)$0.00
Refund
001 TAX ($6.62)$0.00
200 TAX ($20.40)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.71)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.19)$0.00
002 TAX ($15.20)$0.00
Refund
001 TAX ($11.16)$0.00
600 TAX ($12.65)$0.00
023 TAX ($3.50)$0.00
003 TAX ($1.20)$0.00
005 TAX ($0.27)$0.00
004 TAX ($1.99)$0.00
002 TAX ($25.58)$0.00
Refund
001 TAX ($40.91)$0.00
500 TAX ($96.52)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($13.11)$0.00
003 TAX ($4.39)$0.00
005 TAX ($0.98)$0.00
004 TAX ($7.32)$0.00
002 TAX ($93.82)$0.00
Refund
001 TAX ($56.04)($3.23)
200 TAX ($172.54)($9.92)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($6.01)($0.35)
005 TAX ($1.34)($0.08)
004 TAX ($10.03)($0.57)
002 TAX ($128.49)($7.39)
Refund
001 TAX ($2.11)$0.00
600 TAX ($2.40)$0.00
020 TAX ($0.70)$0.00
003 TAX ($0.22)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.38)$0.00
002 TAX ($4.85)$0.00
Refund
001 TAX ($29.95)$0.00
026 TAX ($7.30)$0.00
003 TAX ($3.21)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.36)$0.00
002 TAX ($68.67)$0.00
Refund
001 TAX ($11.90)$0.00
019 TAX ($4.65)$0.00
003 TAX ($1.27)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.12)$0.00
002 TAX ($27.28)$0.00
Refund
001 TAX ($14.97)$0.00
022 TAX ($7.84)$0.00
003 TAX ($1.60)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.68)$0.00
002 TAX ($34.32)$0.00
Refund
001 TAX ($9.80)$0.00
980 TAX ($1.20)$0.00
021 TAX ($4.06)$0.00
003 TAX ($1.05)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.75)$0.00
002 TAX ($22.48)$0.00
Refund
($37.97)
($5.82)
($9.26)
($4.07)
($0.91)814720795
Refund Generated due
to proration on Bill
#0075805271-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025WAXHAW, NC
28173 Proration 0075805271 KBD2829 AUTHORIZEDGEDMAN,
HEATHER MARIE
GEDMAN,
HEATHER MARIE 942 BARON RD
Reg . Out
of state 8/13/2025 8/14/2025
($6.62)
($20.40)
$0.00
($0.71)
($0.16)
($1.19)
($15.20)
$44.28
($6.79)
($87.07)
$151.89
GHUMMAN,
MUHAMMAD
RAFAY
GHUMMAN,
MUHAMMAD
RAFAY
4444 FAMILY
TRAIL DR
INDIAN LAND,
SC 29707 Proration 0082183851 LFF4141 AUTHORIZED 812979867
Refund Generated due
to proration on Bill
#0082183851-2024-
2024-0000-00
GOPI, JIBEESH
KUMAR
GOPI, JIBEESH
KUMAR
1704
MILLBRIDGE
PKWY
WAXHAW, NC
28173 Proration 0076906051 JDX9630 AUTHORIZED 932213816
Refund Generated due
to proration on Bill
#0076906051-2024-
2024-0000-00
($11.16)
($12.65)
($3.50)
($1.20)
($0.27)813217013
Refund Generated due
to proration on Bill
#0079688683-2024-
2024-0000-00
Vehicle
Sold 8/14/2025 8/15/2025INDIAN TRAIL,
NC 28079 Proration 0079688683 LCX5042 AUTHORIZEDGLIBITSKAYA,
LYUSYA
GLIBITSKAYA,
LYUSYA
4110 HUNTERS
TRAIL DR
Vehicle
Sold 8/27/2025 8/28/2025
($40.91)
($96.52)
$0.00
($13.11)
($4.39)
($0.98)
($7.32)
($93.82)
$257.05
($1.99)
($25.58)
$56.35
($59.27)
($182.46)
$0.00
($6.36)
($1.42)814480219
Refund Generated due
to proration on Bill
#0083653591-2024-
2024-0000-00
Vehicle
Sold 8/21/2025 8/22/2025MONROE, NC
28112 Proration 0083653591 VFC5847 AUTHORIZED
GRIFFIN,
STEPHEN
MCCAULEY
GRIFFIN,
STEPHEN
MCCAULEY
1504 BLACK
WALNUT ST
Vehicle
Sold 8/22/2025 8/25/2025
($2.11)
($2.40)
($0.70)
($0.22)
($0.05)
($0.38)
($4.85)
$10.71
($10.60)
($135.88)
$395.99
GUINTHER, MIA
RENEE
GUINTHER, MIA
RENEE
MORRELL,
TIMOTHY PAUL
1008
HOLLYHEDGE LN
INDIAN TRAIL,
NC 28079 Proration 0042711057 PJV9216 AUTHORIZED 814721068
Refund Generated due
to proration on Bill
#0042711057-2024-
2024-0000-00
($29.95)
($7.30)
($3.21)
($0.72)
($5.36)
697669488
Refund Generated due
to proration on Bill
#0081243567-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025WAXHAW, NC
28173 Proration 0081243567 KMB3624 AUTHORIZEDGUZINSKI,
MAXWELL IAN
GUZINSKI,
MAXWELL IAN
2620 WAXHAW
MARVIN RD
8/18/2025 8/19/2025
($11.90)
($4.65)
($1.27)
($0.28)
($2.12)
($27.28)
$47.50
($68.67)
$115.21
HABER,
JONATHAN
SCOTT
HABER,
JONATHAN
SCOTT
1308 HINSON
FOREST RD
MONROE, NC
28110 Proration 0077504251 VCM1296 AUTHORIZED 697668942
Refund Generated due
to proration on Bill
#0077504251-2024-
2024-0000-00
Vehicle
Sold
($14.97)
($7.84)
($1.60)
($0.36)
($2.68)
699411528
Refund Generated due
to proration on Bill
#0079872770-2024-
2024-0000-00- PAY
GAP BILL # 663360
DUE DATE 1/5/26
Vehicle
Sold 8/28/2025 8/29/2025WINGATE, NC
28174 Proration 0079872770 VB4510 AUTHORIZEDHAMILTON,
CEDRIC JAMAL
HAMILTON,
CEDRIC JAMAL
3004 BOBWHITE
CIR
8/18/2025 8/19/2025
($9.80)
($1.20)
($4.06)
($1.05)
($0.23)
($1.75)
($22.48)
$40.57
($34.32)
$61.77
HAMILTON,
JEROMY
WILLIAM
HAMILTON,
JEROMY
WILLIAM
1506 SHINODA
WAY
MONROE, NC
28110 Proration 0083039270 9K4722 AUTHORIZED 813947106
Refund Generated due
to proration on Bill
#0083039270-2024-
2024-0000-00
Vehicle
Sold
Page 8 of 23
573
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.11)$0.00
500 TAX ($12.04)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.63)$0.00
003 TAX ($0.55)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.91)$0.00
002 TAX ($11.70)$0.00
Refund
001 TAX ($7.04)$0.00
700 TAX ($9.32)$0.00
023 TAX ($2.21)$0.00
003 TAX ($0.75)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.26)$0.00
002 TAX ($16.14)$0.00
Refund
001 TAX ($85.17)$0.00
015 TAX ($28.81)$0.00
003 TAX ($9.13)$0.00
005 TAX ($2.03)$0.00
004 TAX ($15.24)$0.00
002 TAX ($195.28)$0.00
Refund
001 TAX ($13.89)$0.00
018 TAX ($6.26)$0.00
003 TAX ($1.49)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.48)$0.00
002 TAX ($31.84)$0.00
Refund
001 TAX ($4.99)$0.00
200 TAX ($15.37)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.53)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.89)$0.00
002 TAX ($11.45)$0.00
Refund
001 TAX ($12.76)$0.00
800 TAX ($1.95)$0.00
026 TAX ($3.12)$0.00
003 TAX ($1.37)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.28)$0.00
002 TAX ($29.27)$0.00
Refund
001 TAX ($13.51)$0.00
017 TAX ($4.86)$0.00
003 TAX ($1.45)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.41)$0.00
002 TAX ($30.96)$0.00
Refund
001 TAX ($12.64)$0.00
026 TAX ($3.08)$0.00
003 TAX ($1.36)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.26)$0.00
002 TAX ($28.99)$0.00
Refund
001 TAX ($7.92)$0.00
023 TAX ($3.01)$0.00
003 TAX ($0.75)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.74)$0.00
002 TAX ($18.87)$0.00
Refund
001 TAX ($2.15)$0.00
023 TAX ($0.82)$0.00
003 TAX ($0.20)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.75)$0.00
002 TAX ($5.11)$0.00
Refund
HARRIS,
ANDREW ALAN
HARRIS,
ANDREW ALAN
HARRIS,
TRICIA NICOLE
4627
WATERBELL LN ($0.12)
($0.91)
($11.70)
$32.06
($5.11)
($12.04)
$0.00
($1.63)
($0.55)930559760
Refund Generated due
to proration on Bill
#0084604634-2024-
2024-0000-00
Vehicle
Sold 8/20/2025 8/21/2025WAXHAW, NC
28173 Proration 0084604634 LJL8624 AUTHORIZED
($7.04)
($9.32)
($2.21)
($0.75)
($0.17)815684800
Refund Generated due
to proration on Bill
#0052949981-2024-
2024-0000-00
Vehicle
Sold 8/27/2025 8/28/2025STALLINGS, NC
28104 Proration 0052949981 HFY6236 AUTHORIZED
HARRISON,
MAMIE
ELIZABETH
HARRISON,
MAMIE
ELIZABETH
1108
AFTERNOON SUN
RD
Vehicle
Sold 8/7/2025 8/8/2025
($85.17)
($28.81)
($9.13)
($2.03)
($15.24)
($195.28)
$335.66
($1.26)
($16.14)
$36.89
HEINZELMAN,
ROBERT
PATRICK
HEINZELMAN,
ROBERT
PATRICK
1031
MILESTONE CT
MONROE, NC
28110 Proration 0084329640 VN8666 AUTHORIZED 695995320
Refund Generated due
to proration on Bill
#0084329640-2024-
2024-0000-00
($13.89)
($6.26)
($1.49)
($0.33)
($2.48)
695225628
Refund Generated due
to proration on Bill
#0081050386-2024-
2024-0000-00
Vehicle
Sold 8/4/2025 8/5/2025MARSHVILLE,
NC 28103 Proration 0081050386 RJY3572 AUTHORIZED
HENRY,
NICHOLAS
KEATON
HENRY,
NICHOLAS
KEATON
HENRY, KRISTI
NORTHCUTT 1525 HASTY RD
8/26/2025 8/27/2025
($4.99)
($15.37)
$0.00
($0.53)
($0.12)
($0.89)
($11.45)
$33.35
($31.84)
$56.29
HERMAN, TONY
EUGENE
HERMAN, TONY
EUGENE 600 E PARK DR MONROE, NC
28112 Proration 0061145336 TDW8672 AUTHORIZED 815320289
Refund Generated due
to proration on Bill
#0061145336-2023-
2023-0000-00
Vehicle
Sold
($12.76)
($1.95)
($3.12)
($1.37)
($0.31)811128367
Refund Generated due
to adjustment on
Bill #0077176318-
2024-2024-0000-00
Over
Assessment 8/5/2025WEDDINGTON,
NC 28104
Adjustment <
$100 0077176318 KJV3928 PENDINGHERNDON, MARK
BRANDON
HERNDON, MARK
BRANDON
HERNDON,
STACEY ANN
3525
HONEYSUCKLE
DR
Military 8/22/2025
($13.51)
($4.86)
($1.45)
($0.33)
($2.41)
($30.96)
$53.52
($2.28)
($29.27)
$51.06
HICKS,
ANTOINE
DESEAN
HICKS,
ANTOINE
DESEAN
HICKS, AMBER
LATRIECE
5125 LAWYERS
RD E
WINGATE, NC
28174
Adjustment <
$100 0085721733 LKV6870 PENDING 698330478
Refund Generated due
to adjustment on
Bill #0085721733-
2024-2024-0000-00
($12.64)
($3.08)
($1.36)
($0.30)
($2.26)
698330610
Refund Generated due
to proration on Bill
#0079406948-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025WAXHAW, NC
28173 Proration 0079406948 KLH5253 AUTHORIZEDHOLDER,
RICHARD DARIO
HOLDER,
RICHARD DARIO
9839
SEDGEFIELD DR
8/20/2025
($7.92)
($3.01)
($0.75)
($0.32)
($2.74)
($18.87)
$33.61
($28.99)
$48.63
HOOPAUGH
GRADING CO
LLC
HOOPAUGH
GRADING CO
LLC
4006 VAN DYKE
CT
MONROE, NC
28110
Adjustment <
$100 0068469736 JF3916 PENDING 697919262
Refund Generated due
to adjustment on
Bill #0068469736-
2025-2025-0000-00
Over
Assessment
($2.15)
($0.82)
($0.20)
($0.09)
($0.75)
697919268
Refund Generated due
to adjustment on
Bill #0068469592-
2025-2025-0000-00
Over
Assessment 8/20/2025MONROE, NC
28110
Adjustment <
$100 0068469592 FJL7296 PENDING
HOOPAUGH
GRADING CO
LLC
HOOPAUGH
GRADING CO
LLC
4006 VAN DYKE
CT
($5.11)
$9.12
Page 9 of 23
574
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 ($6.90)$0.00
023 TAX ($2.62)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.39)$0.00
002 TAX ($16.43)$0.00
Refund
001 TAX ($2.41)$0.00
023 TAX ($0.92)$0.00
003 TAX ($0.23)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.84)$0.00
002 TAX ($5.75)$0.00
Refund
001 TAX ($48.57)$0.00
500 TAX ($114.58)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($15.56)$0.00
003 TAX ($5.21)$0.00
005 TAX ($1.16)$0.00
004 TAX ($8.69)$0.00
002 TAX ($111.36)$0.00
Refund
001 TAX ($35.47)$0.00
500 TAX ($83.67)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($11.37)$0.00
003 TAX ($3.81)$0.00
005 TAX ($0.85)$0.00
004 TAX ($6.35)$0.00
002 TAX ($81.33)$0.00
Refund
001 TAX ($45.69)$0.00
990 TAX ($5.88)$0.00
015 TAX ($15.45)$0.00
003 TAX ($4.90)$0.00
005 TAX ($1.09)$0.00
004 TAX ($8.17)$0.00
002 TAX ($104.75)$0.00
Refund
001 TAX ($7.53)($0.44)
800 TAX ($1.15)($0.07)
026 TAX ($1.84)($0.10)
003 TAX ($0.81)($0.05)
005 TAX ($0.18)($0.01)
004 TAX ($1.35)($0.08)
002 TAX ($17.26)($0.99)
Refund
001 TAX ($6.69)$0.00
500 TAX ($17.26)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.74)$0.00
003 TAX ($0.63)$0.00
005 TAX ($0.26)$0.00
004 TAX ($2.32)$0.00
002 TAX ($15.94)$0.00
Refund
001 TAX ($80.07)$0.00
700 TAX ($105.97)$0.00
020 TAX ($26.25)$0.00
003 TAX ($8.59)$0.00
005 TAX ($1.91)$0.00
004 TAX ($14.32)$0.00
002 TAX ($183.59)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $37.00 $2.13
200 TAX ($100.49)($5.78)
200 VEHICLE FEE ($30.00)$0.00
020 TAX $10.70 $0.61
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
HOOPAUGH
GRADING CO
LLC
HOOPAUGH
GRADING CO
LLC
4006 VAN DYKE
CT
MONROE, NC
28110
Adjustment <
$100 0068380710 FJL7297 PENDING 697919274
Refund Generated due
to adjustment on
Bill #0068380710-
2025-2025-0000-00
Over
Assessment
HOOPAUGH
GRADING CO
LLC
4006 VAN DYKE
CT
8/20/2025
($6.90)
($2.62)
($0.65)
($0.28)
($2.39)
($16.43)
$29.27
($5.75)
$10.25
HOPKINS,
STEPHANIE
ISABELLA
HOPKINS,
STEPHANIE
ISABELLA
HOPKINS,
BLAKE ALAN
126 MADELINE
CT
MONTGOMERY,
TX 77316 Proration 0065469393 JMX6030 AUTHORIZED 931795272
Refund Generated due
to proration on Bill
#0065469393-2024-
2024-0000-00
Reg . Out
of state
($2.41)
($0.92)
($0.23)
($0.10)
($0.84)
697919280
Refund Generated due
to adjustment on
Bill #0068966297-
2025-2025-0000-00
Over
Assessment 8/20/2025MONROE, NC
28110
Adjustment <
$100 0068966297 FJL7288 PENDING
HOOPAUGH
GRADING CO
LLC
HOPKINS,
STEPHANIE
ISABELLA
HOPKINS,
STEPHANIE
ISABELLA
HOPKINS,
BLAKE ALAN
126 MADELINE
CT
8/26/2025 8/27/2025
($48.57)
($114.58)
$0.00
($15.56)
($5.21)
($1.16)
($8.69)
($111.36)
$305.13
HOUSEMAN,
JASON DELANE
2208 AUTUMN
BLAZE CT
($0.85)
($6.35)
($81.33)
$222.85
($35.47)
($83.67)
$0.00
($11.37)
($3.81)931795288
Refund Generated due
to proration on Bill
#0071708847-2024-
2024-0000-00
Reg . Out
of state 8/26/2025 8/27/2025MONTGOMERY,
TX 77316 Proration 0071708847 KFA3541 AUTHORIZED
($8.17)
($104.75)
$185.93
HOWLETT,
CHELSEA DEE
HOWLETT,
CHELSEA DEE 1916 COX RD MATTHEWS, NC
28104 Proration 0075493187 652TSM AUTHORIZED 811095537
Refund Generated due
to proration on Bill
#0075493187-2024-
2024-0000-00
($45.69)
($5.88)
($15.45)
($4.90)
($1.09)812980511
Refund Generated due
to proration on Bill
#0083537703-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025WAXHAW, NC
28173 Proration 0083537703 RKH8494 AUTHORIZEDHOUSEMAN,
JASON DELANE
HUERFANO,
CARLOS
EDUARDO
HUERFANO,
CARLOS
EDUARDO
8020 OAKMERE
RD
Vehicle
Sold 8/4/2025 8/5/2025
($7.97)
($1.22)
($1.94)
($0.86)
($0.19)
($1.43)
($18.25)
$31.86
($0.26)
($2.32)
($15.94)
$45.84
($6.69)
($17.26)
$0.00
($2.74)
($0.63)932901656
Refund Generated due
to adjustment on
Bill #0086955834-
2025-2025-0000-00
Over
Assessment 8/29/2025WAXHAW, NC
28173
Adjustment <
$100 0086955834 VBC4150 PENDING
HULUKA, MELAT
DEGEFA
HULUKA, MELAT
DEGEFA
221
AYLENSBERY LN
INDIAN TRAIL,
NC 28079
Adjustment <
$100 0080956405 RJV4950 PENDING 1047189204
Refund Generated due
to adjustment on
Bill #0080956405-
2024-2024-0000
($80.07)
($105.97)
($26.25)
($8.59)
($1.91)811767075
Refund Generated due
to proration on Bill
#0084447110-2024-
2024-0000-00
Vehicle
Sold 8/6/2025 8/7/2025MATTHEWS, NC
28104 Proration 0084447110 VFC8140 AUTHORIZEDHUFFMAN,
MURRAY BRENT
HUFFMAN,
MURRAY BRENT
1024 KERRY
GREENS DR
Situs error 8/21/2025
$0.00
$39.13
($106.27)
($30.00)
$11.31
$0.00
$0.00
$0.00
$0.00
$85.83
($14.32)
($183.59)
$420.70
Page 10 of 23
575
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 ($33.95)$0.00
021 TAX ($14.08)$0.00
003 TAX ($3.64)$0.00
005 TAX ($0.81)$0.00
004 TAX ($6.07)$0.00
002 TAX ($77.84)$0.00
Refund
001 TAX ($37.50)$0.00
026 TAX ($9.15)$0.00
003 TAX ($4.02)$0.00
005 TAX ($0.89)$0.00
004 TAX ($6.71)$0.00
002 TAX ($85.97)$0.00
Refund
001 TAX $0.00 $0.00
400 TAX $15.18 $0.00
200 TAX ($13.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $2.03 $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 ($6.18)$0.00
019 TAX ($2.73)$0.00
003 TAX ($0.59)$0.00
005 TAX ($0.25)$0.00
004 TAX ($2.14)$0.00
002 TAX ($14.73)$0.00
Refund
001 TAX ($5.33)$0.00
600 TAX ($6.04)$0.00
023 TAX ($1.67)$0.00
003 TAX ($0.57)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.95)$0.00
002 TAX ($12.21)$0.00
Refund
001 TAX ($20.55)$0.00
200 TAX ($63.28)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.20)$0.00
005 TAX ($0.49)$0.00
004 TAX ($3.67)$0.00
002 TAX ($47.12)$0.00
Refund
001 TAX ($104.38)$0.00
500 TAX ($246.25)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($33.45)$0.00
003 TAX ($11.19)$0.00
005 TAX ($2.49)$0.00
004 TAX ($18.68)$0.00
002 TAX ($239.34)$0.00
Refund
001 TAX ($14.63)$0.00
026 TAX ($3.57)$0.00
003 TAX ($1.57)$0.00
005 TAX ($0.35)$0.00
004 TAX ($2.62)$0.00
002 TAX ($33.53)$0.00
Refund
001 TAX ($14.71)$0.00
017 TAX ($5.30)$0.00
003 TAX ($1.58)$0.00
005 TAX ($0.35)$0.00
004 TAX ($2.63)$0.00
002 TAX ($33.73)$0.00
Refund
001 TAX ($11.25)$0.00
026 TAX ($2.75)$0.00
003 TAX ($1.21)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.01)$0.00
002 TAX ($25.80)$0.00
Refund
($33.95)
($14.08)
($3.64)
($0.81)
($6.07)
697704624
Refund Generated due
to proration on Bill
#0082920016-2024-
2024-0000-00
Vehicle
Sold 8/19/2025 8/20/2025MONROE, NC
28110 Proration 0082920016 VEW5534 AUTHORIZEDHYATT, KAREN
MCGEE
HYATT, KAREN
MCGEE
4615 LOVE
MILL RD
IANNONE,
DEBORAH LEE
IANNONE,
DEBORAH LEE
616 MILLTREE
ST D 21
8/13/2025 8/14/2025
($37.50)
($9.15)
($4.02)
($0.89)
($6.71)
($85.97)
$144.24
($77.84)
$136.39
IANNETTO,
JOSEPH
CARMINE
IANNETTO,
JOSEPH
CARMINE
IANNETTO,
JAKE ANDREW
5725 LINDLEY
CRESCENT DR
INDIAN TRAIL,
NC 28079 Proration 0083039908 RKA4303 AUTHORIZED 696839964
Refund Generated due
to proration on Bill
#0083039908-2024-
2024-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$0.00
$26.66
$0.00
$15.18
($13.87)
($30.00)
$2.031046502936
Refund Generated due
to adjustment on
Bill #0083569837-
2024-2024-0000
Situs error 8/18/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0083569837 RKJ9917 PENDING
($6.18)
($2.73)
($0.59)
($0.25)
($2.14)
699676848
Refund Generated due
to proration on Bill
#0086573930-2025-
2025-0000-00
Vehicle
Sold 8/29/2025 9/2/2025MONROE, NC
28110 Proration 0086573930 CARAZ1 AUTHORIZEDIBRAHIMOV,
TURAL
IBRAHIMOV,
TURAL
4630 OLD
CHARLOTTE HWY APT#5304
8/15/2025 8/18/2025
($5.33)
($6.04)
($1.67)
($0.57)
($0.13)
($0.95)
($12.21)
$26.90
($14.73)
$26.62
JONES, WARREN
FREDERICK
JONES, WARREN
FREDERICK
5914 EMERALD
WOODS DR
INDIAN TRAIL,
NC 28079 Proration 0071268809 TLE3765 AUTHORIZED 813428784
Refund Generated due
to proration on Bill
#0071268809-2024-
2024-0000-00
Vehicle
Sold
KEATING, JOHN
MICHAEL
KEATING, JOHN
MICHAEL
8700
WHITEHAWK
HILL RD
WAXHAW, NC
28173 Proration 0075146525 KMN2137 AUTHORIZED 930837312
Refund Generated due
to proration on Bill
#0075146525-2024-
2024-0000-00
($20.55)
($63.28)
$0.00
($2.20)
($0.49)812215040
Refund Generated due
to proration on Bill
#0071766666-2024-
2024-0000-00
Vehicle
Sold 8/8/2025 8/12/2025MONROE, NC
28110 Proration 0071766666 REZ5195 AUTHORIZEDK C, SURESH K C, SURESH MUNANKARMI,
YEJU
2712 TRINITY
ST
Vehicle
Sold 8/21/2025 8/22/2025
($104.38)
($246.25)
$0.00
($33.45)
($11.19)
($2.49)
($18.68)
($239.34)
$655.78
($3.67)
($47.12)
$137.31
($14.63)
($3.57)
($1.57)
($0.35)
($2.62)
694833210
Refund Generated due
to proration on Bill
#0023502394-2024-
2024-0000-00
Reg . Out
of state 8/1/2025 8/4/2025FORT MILL, SC
29707 Proration 0023502394 JDZ1667 AUTHORIZED
KILEY,
KRISTINA
HANSON
KILEY,
KRISTINA
HANSON
5476 HAYSTACK
AVE
8/18/2025 8/19/2025
($14.71)
($5.30)
($1.58)
($0.35)
($2.63)
($33.73)
$58.30
($33.53)
$56.27
KIMBRELL,
EDDIE WADE
KIMBRELL,
EDDIE WADE
8311 MORGAN
MILL RD
MONROE, NC
28110 Proration 0046057155 BF8686 AUTHORIZED 697669098
Refund Generated due
to proration on Bill
#0046057155-2024-
2024-0000-00
Vehicle
Sold
($11.25)
($2.75)
($1.21)
($0.27)
($2.01)
697704198
Refund Generated due
to proration on Bill
#0058879705-2024-
2024-0000-00
Vehicle
Totalled 8/19/2025 8/20/2025WAXHAW, NC
28173 Proration 0058879705 HMY4335 AUTHORIZEDLACJAK, JULIE
MARIE
LACJAK, JULIE
MARIE
8611 WINGARD
RD
($25.80)
$43.29
Page 11 of 23
576
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($5.54)$0.00
700 TAX ($7.32)$0.00
020 TAX ($1.81)$0.00
003 TAX ($0.60)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.99)$0.00
002 TAX ($12.70)$0.00
Refund
001 TAX ($36.87)$0.00
026 TAX ($8.99)$0.00
003 TAX ($3.95)$0.00
005 TAX ($0.88)$0.00
004 TAX ($6.60)$0.00
002 TAX ($84.55)$0.00
Refund
001 TAX ($181.75)$0.00
600 TAX ($206.02)$0.00
019 TAX ($71.05)$0.00
003 TAX ($19.49)$0.00
005 TAX ($4.34)$0.00
004 TAX ($32.52)$0.00
002 TAX ($416.73)$0.00
Refund
001 TAX ($6.78)$0.00
500 TAX ($15.99)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.17)$0.00
003 TAX ($0.72)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.21)$0.00
002 TAX ($15.55)$0.00
Refund
001 TAX ($14.50)$0.00
800 TAX ($2.22)$0.00
026 TAX ($3.53)$0.00
003 TAX ($1.55)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.59)$0.00
002 TAX ($33.25)$0.00
Refund
001 TAX ($5.91)$0.00
700 TAX ($7.82)$0.00
023 TAX ($1.85)$0.00
003 TAX ($0.63)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.06)$0.00
002 TAX ($13.55)$0.00
Refund
001 TAX ($4.43)$0.00
101 TAX ($2.17)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.08)$0.00
003 TAX ($0.47)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.79)$0.00
002 TAX ($10.15)$0.00
Refund
001 TAX ($18.98)$0.00
600 TAX ($21.52)$0.00
023 TAX ($5.96)$0.00
003 TAX ($2.03)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.40)$0.00
002 TAX ($43.53)$0.00
Refund
001 TAX ($3.58)$0.00
500 TAX ($8.45)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.15)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.21)$0.00
Refund
8/18/2025 8/19/2025
($5.54)
($7.32)
($1.81)
($0.60)
($0.13)
($0.99)
($12.70)
$29.09
LANEY,
DARRELL
EUGENE
LANEY,
DARRELL
EUGENE
2416
COMMUNITY
PARK DR
MATTHEWS, NC
28104 Proration 0042192034 JC9986 AUTHORIZED 813947113
Refund Generated due
to proration on Bill
#0042192034-2024-
2024-0000-00
Vehicle
Sold
($36.87)
($8.99)
($3.95)
($0.88)
($6.60)
696185094
Refund Generated due
to proration on Bill
#0069264653-2024-
2024-0000-00
Vehicle
Sold 8/8/2025 8/12/2025WAXHAW, NC
28173 Proration 0069264653 KCR7904 AUTHORIZEDLASHLEY,
ANTONY BLAINE
LASHLEY,
ANTONY BLAINE
LASHLEY,
KIMBERLY DAWN
1815 FUNNY
CIDE DR
LE, NGUYEN
XUAN THI
LE, NGUYEN
XUAN THI
1000
FALLONDALE RD
8/6/2025 8/7/2025
($181.75)
($206.02)
($71.05)
($19.49)
($4.34)
($32.52)
($416.73)
$931.90
($84.55)
$141.84
LATEEF,
SOHAIL KHALIQ
LATEEF,
SOHAIL KHALIQ
3629 PETE DYE
BLVD
CARMEL, IN
46033 Proration 0085708688 HEEL4LYF AUTHORIZED 811767026
Refund Generated due
to proration on Bill
#0085708688-2024-
2024-0000-00
Reg . Out
of state
LEE, LAUREN
NA YOUNG
4001 LAKE
PRAIRIE DR
($0.16)
($1.21)
($15.55)
$42.58
($6.78)
($15.99)
$0.00
($2.17)
($0.72)930224352
Refund Generated due
to proration on Bill
#0064895535-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025WAXHAW, NC
28173 Proration 0064895535 TEJ9566 AUTHORIZED
($2.59)
($33.25)
$57.98
LEMERAND,
JACQUES
PIERRE
LEMERAND,
JACQUES
PIERRE
1613 YELLOW
DAISY DR
MATTHEWS, NC
28104 Proration 0075792125 THC5524 AUTHORIZED 811128815
Refund Generated due
to proration on Bill
#0075792125-2024-
2024-0000-00
($14.50)
($2.22)
($3.53)
($1.55)
($0.34)812215278
Refund Generated due
to proration on Bill
#0080765623-2024-
2024-0000-00
Vehicle
Sold 8/8/2025 8/12/2025WEDDINGTON,
NC 28104 Proration 0080765623 JKJ2685 AUTHORIZEDLEE, LAUREN
NA YOUNG
LI, SHULONG LI, SHULONG 7709
STONEHAVEN DR
Vehicle
Sold 8/5/2025 8/6/2025
($5.91)
($7.82)
($1.85)
($0.63)
($0.14)
($1.06)
($13.55)
$30.96
($0.10)
($0.79)
($10.15)
$19.19
($4.43)
($2.17)
$0.00
($1.08)
($0.47)931109856
Refund Generated due
to proration on Bill
#0069487943-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025MARVIN, NC
28173 Proration 0069487943 REK8688 AUTHORIZED
LOWERY,
MAURICE
LOWERY,
MAURICE
7514
SUNBONNET LN
WAXHAW, NC
28173 Proration 0069123764 VEW4289 AUTHORIZED 930559000
Refund Generated due
to proration on Bill
#0069123764-2024-
2024-0000-00
($18.98)
($21.52)
($5.96)
($2.03)
($0.45)815320758
Refund Generated due
to proration on Bill
#0083351247-2024-
2024-0000-00
Reg . Out
of state 8/26/2025 8/27/2025EDGEMOOR, SC
29712 Proration 0083351247 WPH9294 AUTHORIZED
LOFTIN,
LATOYA
LYNETTE
LOFTIN,
LATOYA
LYNETTE
1013 OLD
TRADE ST
Vehicle
Sold 8/20/2025 8/21/2025
($3.58)
($8.45)
$0.00
($1.15)
($0.38)
($0.09)
($0.64)
($8.21)
$22.50
($3.40)
($43.53)
$95.87
Page 12 of 23
577
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 ($10.01)$0.00
029 TAX ($2.27)$0.00
003 TAX ($1.07)$0.00
005 TAX ($0.24)$0.00
004 TAX ($1.79)$0.00
002 TAX ($22.95)$0.00
Refund
001 TAX ($22.51)$0.00
026 TAX ($5.49)$0.00
003 TAX ($2.42)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.02)$0.00
002 TAX ($51.61)$0.00
Refund
001 TAX ($37.02)$0.00
020 TAX ($12.13)$0.00
003 TAX ($3.97)$0.00
005 TAX ($0.88)$0.00
004 TAX ($6.62)$0.00
002 TAX ($84.88)$0.00
Refund
001 TAX ($10.78)$0.00
600 TAX ($12.22)$0.00
003 TAX ($1.16)$0.00
005 TAX ($0.26)$0.00
004 TAX ($1.93)$0.00
002 TAX ($24.71)$0.00
Refund
001 TAX ($13.68)$0.00
200 TAX ($42.10)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.47)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.45)$0.00
002 TAX ($31.35)$0.00
Refund
001 TAX ($4.60)($0.26)
600 TAX ($5.22)($0.30)
020 TAX ($1.51)($0.09)
003 TAX ($0.49)($0.03)
005 TAX ($0.11)($0.01)
004 TAX ($0.82)($0.04)
002 TAX ($10.55)($0.61)
Refund
001 TAX ($1.96)$0.00
800 TAX ($0.30)$0.00
026 TAX ($0.48)$0.00
003 TAX ($0.21)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.35)$0.00
002 TAX ($4.49)$0.00
Refund
001 TAX ($32.82)$0.00
200 TAX ($101.07)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.52)$0.00
005 TAX ($0.78)$0.00
004 TAX ($5.87)$0.00
002 TAX ($75.26)$0.00
Refund
001 TAX ($8.62)$0.00
025 TAX ($2.65)$0.00
003 TAX ($0.92)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.54)$0.00
002 TAX ($19.77)$0.00
Refund
001 TAX ($11.23)$0.00
600 TAX ($12.73)$0.00
020 TAX ($3.68)$0.00
003 TAX ($1.20)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.01)$0.00
002 TAX ($25.76)$0.00
Refund
($10.01)
($2.27)
($1.07)
($0.24)
($1.79)
696840096
Refund Generated due
to proration on Bill
#0068625233-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025MONROE, NC
28112 Proration 0068625233 JK6862 AUTHORIZEDLUKEY, MARK LUKEY, MARK 1509 W SANDY
RIDGE RD
8/8/2025 8/12/2025
($22.51)
($5.49)
($2.42)
($0.54)
($4.02)
($51.61)
$86.59
($22.95)
$38.33
MAKAREWICZ,
DANIEL ANDREW
MAKAREWICZ,
DANIEL ANDREW
609 CARVER
POND LN
WAXHAW, NC
28173 Proration 0059402765 HFK6726 AUTHORIZED 696184866
Refund Generated due
to proration on Bill
#0059402765-2024-
2024-0000-00
Vehicle
Sold
($37.02)
($12.13)
($3.97)
($0.88)
($6.62)
697668210
Refund Generated due
to proration on Bill
#0082518882-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025MATTHEWS, NC
28104 Proration 0082518882 RKE1551 AUTHORIZEDMAKOGON,
DANIEL JAMES
MAKOGON,
DANIEL JAMES
4016 CAMROSE
CROSSING LN
8/18/2025 8/19/2025
($10.78)
($12.22)
($1.16)
($0.26)
($1.93)
($24.71)
$51.06
($84.88)
$145.50
MAKOGON,
SERGEY
MAKOGON,
SERGEY
4016 CAMROSE
CROSSING LN
MATTHEWS, NC
28104 Proration 0081672537 PEL8804 AUTHORIZED 697668228
Refund Generated due
to proration on Bill
#0081672537-2024-
2024-0000-00
Vehicle
Sold
($13.68)
($42.10)
$0.00
($1.47)
($0.33)814721145
Refund Generated due
to proration on Bill
#0077237713-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025MONROE, NC
28110 Proration 0077237713 VBE1269 AUTHORIZEDMALCOMB,
RICKEY DAVID
MALCOMB,
RICKEY DAVID
MALCOMB,
ROXANNE
DENISE
3121 N ROCKY
RIVER RD
Vehicle
Sold 8/21/2025 8/22/2025
($4.86)
($5.52)
($1.60)
($0.52)
($0.12)
($0.86)
($11.16)
$24.64
($2.45)
($31.35)
$91.38
MARSHALL,
JOHANNA MARIA
MAGDALENA
MARSHALL,
JOHANNA MARIA
MAGDALENA
1021
WADSWORTH LN
INDIAN TRAIL,
NC 28079 Proration 0042784938 ZVF4889 AUTHORIZED 814480695
Refund Generated due
to proration on Bill
#0042784938-2024-
2024-0000-00
($1.96)
($0.30)
($0.48)
($0.21)
($0.05)812749126
Refund Generated due
to proration on Bill
#0070009552-2024-
2024-0000-00
Vehicle
Sold 8/12/2025 8/13/2025MATTHEWS, NC
28104 Proration 0070009552 TMH3961 AUTHORIZEDMARTIN, KIRK
ALLAN
MARTIN, KIRK
ALLAN 1234 FLINT CT
Vehicle
Sold 8/15/2025 8/18/2025
($32.82)
($101.07)
$0.00
($3.52)
($0.78)
($5.87)
($75.26)
$219.32
($0.35)
($4.49)
$7.84
MARU PURNA,
SAI CHANDER
MARU PURNA,
SAI CHANDER
1043 SCOTCH
MEADOWS LOOP
MONROE, NC
28110 Proration 0071016627 SWECHA AUTHORIZED 813428777
Refund Generated due
to proration on Bill
#0071016627-2024-
2024-0000-00
($8.62)
($2.65)
($0.92)
($0.21)
($1.54)
697225200
Refund Generated due
to proration on Bill
#0074049889-2024-
2024-0000-00
Vehicle
Sold 8/15/2025 8/18/2025WAXHAW, NC
28173 Proration 0074049889 DMM3525 AUTHORIZED
MATHESON,
FRANCES
RACHEL
MATHESON,
FRANCES
RACHEL
8122 LOOKING
GLASS LN
8/15/2025 8/18/2025
($11.23)
($12.73)
($3.68)
($1.20)
($0.27)
($2.01)
($25.76)
$56.88
($19.77)
$33.71
MCDUFFIE,
MICHAEL
EUGENE
MCDUFFIE,
MICHAEL
EUGENE
2109 DELAMERE
DR
MATTHEWS, NC
28104 Proration 0068568552 FLD5440 AUTHORIZED 813428882
Refund Generated due
to proration on Bill
#0068568552-2024-
2024-0000-00
Vehicle
Sold
Page 13 of 23
578
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 ($66.60)($3.34)
101 TAX ($32.65)($1.63)
101 VEHICLE FEE $0.00 $0.00
026 TAX ($16.24)($0.81)
003 TAX ($7.14)($0.36)
005 TAX ($1.59)($0.08)
004 TAX ($11.92)($0.59)
002 TAX ($152.71)($7.63)
Refund
001 TAX ($103.27)$0.00
101 TAX ($50.62)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($25.18)$0.00
003 TAX ($11.07)$0.00
005 TAX ($2.47)$0.00
004 TAX ($18.48)$0.00
002 TAX ($236.78)$0.00
Refund
001 TAX ($29.32)$0.00
101 TAX ($14.37)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($7.15)$0.00
003 TAX ($3.15)$0.00
005 TAX ($0.70)$0.00
004 TAX ($5.25)$0.00
002 TAX ($67.23)$0.00
Refund
001 TAX ($22.16)$0.00
970 TAX ($2.24)$0.00
026 TAX ($5.41)$0.00
003 TAX ($2.37)$0.00
005 TAX ($0.53)$0.00
004 TAX ($3.97)$0.00
002 TAX ($50.81)$0.00
Refund
001 TAX ($14.17)($0.71)
600 TAX ($16.06)($0.81)
023 TAX ($4.45)($0.22)
003 TAX ($1.52)($0.07)
005 TAX ($0.34)($0.02)
004 TAX ($2.54)($0.12)
002 TAX ($32.49)($1.63)
Refund
001 TAX ($30.88)$0.00
026 TAX ($7.53)$0.00
003 TAX ($3.31)$0.00
005 TAX ($0.74)$0.00
004 TAX ($5.52)$0.00
002 TAX ($70.81)$0.00
Refund
001 TAX ($6.12)$0.00
800 TAX ($0.94)$0.00
026 TAX ($1.49)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.09)$0.00
002 TAX ($14.03)$0.00
Refund
001 TAX ($3.93)$0.00
600 TAX ($4.45)$0.00
023 TAX ($1.23)$0.00
003 TAX ($0.42)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.70)$0.00
002 TAX ($9.01)$0.00
Refund
001 TAX ($48.37)$0.00
500 TAX ($114.11)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($15.50)$0.00
003 TAX ($5.19)$0.00
005 TAX ($1.15)$0.00
004 TAX ($8.66)$0.00
002 TAX ($110.91)$0.00
Refund
MCINTYRE
APPRAISALS
LLC
MCINTYRE
APPRAISALS
LLC
13088 ARNOLD
PALMER CIR ($1.67)
($12.51)
($160.34)
$303.29
($69.94)
($34.28)
$0.00
($17.05)
($7.50)926443896
Refund Generated due
to proration on Bill
#0070809517-2024-
2024-0000-00
Reg . Out
of state 8/1/2025 8/4/2025LANCASTER, SC
29720 Proration 0070809517 JJY9361 AUTHORIZED
MCINTYRE,
CAROLYN AMMON
MCINTYRE,
CAROLYN AMMON
13088 ARNOLD
PALMER CIR
($2.47)
($18.48)
($236.78)
$447.87
($103.27)
($50.62)
$0.00
($25.18)
($11.07)927732464
Refund Generated due
to proration on Bill
#0077345075-2024-
2024-0000-00
Reg . Out
of state 8/6/2025 8/7/2025LANCASTER, SC
29720 Proration 0077345075 TAR4550 AUTHORIZED
MCINTYRE
APPRAISALS
LLC
MCINTYRE
APPRAISALS
LLC
MCINTYRE,
JAMES ANDREW
13088 ARNOLD
PALMER CIR
($0.70)
($5.25)
($67.23)
$127.17
($29.32)
($14.37)
$0.00
($7.15)
($3.15)927732440
Refund Generated due
to proration on Bill
#0080367701-2024-
2024-0000-00
Reg . Out
of state 8/6/2025 8/7/2025LANCASTER, SC
29720 Proration 0080367701 HMA6447 AUTHORIZED
($22.16)
($2.24)
($5.41)
($2.37)
($0.53)815321731
Refund Generated due
to proration on Bill
#0071060510-2024-
2024-0000-00
Vehicle
Sold 8/26/2025 8/27/2025MONROE, NC
28110 Proration 0071060510 TEZ3231 AUTHORIZED
MILLER,
ROBERT
ANSTEAD
MILLER,
ROBERT
ANSTEAD
1006
WOODHURST DR
Vehicle
Sold 8/22/2025 8/25/2025
($14.88)
($16.87)
($4.67)
($1.59)
($0.36)
($2.66)
($34.12)
$75.15
($3.97)
($50.81)
$87.49
MINTON,
BENJAMIN COLE
MINTON,
BENJAMIN COLE
2026 TERRAPIN
ST
INDIAN TRAIL,
NC 28079 Proration 0070180226 KEA8410 AUTHORIZED 814721033
Refund Generated due
to proration on Bill
#0070180226-2024-
2024-0000-00
MITTAL,
MANISH
MITTAL,
MANISH
312 VINTAGE
CREEK DR
MATTHEWS, NC
28104 Proration 0070551540 RES4039 AUTHORIZED 813429715
Refund Generated due
to proration on Bill
#0070551540-2024-
2024-0000-00
Vehicle
Sold
($30.88)
($7.53)
($3.31)
($0.74)
($5.52)
697225638
Refund Generated due
to proration on Bill
#0081942246-2024-
2024-0000-00
Vehicle
Totalled 8/15/2025 8/18/2025WAXHAW, NC
28173 Proration 0081942246 JMD8273 AUTHORIZED
MINTZ,
DANIELLE
CHRISTINE
MINTZ,
DANIELLE
CHRISTINE
609
QUEENSWATER
LN
MODE, MITZI
GOBLE
5902 EMERALD
WOODS DR
8/15/2025 8/18/2025
($6.12)
($0.94)
($1.49)
($0.65)
($0.14)
($1.09)
($14.03)
$24.46
($70.81)
$118.79
($0.70)
($9.01)
$19.84
MORELLI,
KRISTEN
MORELLI,
KRISTEN
82 ETHAN
ALLEN RD
FREEHOLD, NJ
07728 Proration 0081265511 TFP7333 AUTHORIZED 928245936
Refund Generated due
to proration on Bill
#0081265511-2024-
2024-0000-00
($3.93)
($4.45)
($1.23)
($0.42)
($0.10)815981264
Refund Generated due
to proration on Bill
#0026385523-2024-
2024-0000-00
Vehicle
Sold 8/28/2025 8/29/2025INDIAN TRAIL,
NC 28079 Proration 0026385523 JLB8127 AUTHORIZEDMODE, MITZI
GOBLE
Reg . Out
of state 8/8/2025 8/12/2025
($48.37)
($114.11)
$0.00
($15.50)
($5.19)
($1.15)
($8.66)
($110.91)
$303.89
Page 14 of 23
579
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($30.01)$0.00
500 TAX ($70.79)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.61)$0.00
003 TAX ($3.22)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.37)$0.00
002 TAX ($68.80)$0.00
Refund
001 TAX ($19.12)$0.00
025 TAX ($5.88)$0.00
003 TAX ($2.05)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.42)$0.00
002 TAX ($43.84)$0.00
Refund
001 TAX ($6.06)$0.00
015 TAX ($2.05)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.08)$0.00
002 TAX ($13.89)$0.00
Refund
001 TAX ($32.12)$0.00
023 TAX ($10.08)$0.00
003 TAX ($3.44)$0.00
005 TAX ($0.77)$0.00
004 TAX ($5.75)$0.00
002 TAX ($73.65)$0.00
Refund
001 TAX ($7.47)$0.00
200 TAX ($23.01)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.80)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.34)$0.00
002 TAX ($17.13)$0.00
Refund
001 TAX ($5.69)($0.27)
015 TAX ($1.92)($0.10)
003 TAX ($0.61)($0.03)
005 TAX ($0.14)($0.01)
004 TAX ($1.02)($0.05)
002 TAX ($13.05)($0.66)
Refund
001 TAX ($1.05)$0.00
700 TAX ($1.19)$0.00
023 TAX ($0.28)$0.00
003 TAX ($0.11)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.19)$0.00
002 TAX ($2.40)$0.00
Refund
001 TAX ($4.10)$0.00
026 TAX ($1.00)$0.00
003 TAX ($0.44)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.73)$0.00
002 TAX ($9.40)$0.00
Refund
001 TAX ($142.71)$0.00
700 TAX ($188.87)$0.00
023 TAX ($44.77)$0.00
003 TAX ($15.30)$0.00
005 TAX ($3.41)$0.00
004 TAX ($25.53)$0.00
002 TAX ($327.21)$0.00
Refund
001 TAX ($63.99)$0.00
026 TAX ($15.60)$0.00
003 TAX ($6.86)$0.00
005 TAX ($1.53)$0.00
004 TAX ($11.45)$0.00
002 TAX ($146.73)$0.00
Refund
MORELLI,
KRISTEN
MORELLI,
KRISTEN
MORELLI,
VINCENT PAUL
82 ETHAN
ALLEN RD ($0.72)
($5.37)
($68.80)
$188.52
($30.01)
($70.79)
$0.00
($9.61)
($3.22)928245944
Refund Generated due
to proration on Bill
#0081265512-2024-
2024-0000-00
Reg . Out
of state 8/8/2025 8/12/2025FREEHOLD, NJ
07728 Proration 0081265512 HBX4543 AUTHORIZED
($19.12)
($5.88)
($2.05)
($0.46)
($3.42)
696183678
Refund Generated due
to proration on Bill
#0058972418-2024-
2024-0000-00
Vehicle
Sold 8/8/2025 8/12/2025WAXHAW, NC
28173 Proration 0058972418 ADC1159 AUTHORIZEDMORELOCK,
DANNY LEE
MORELOCK,
DANNY LEE
8101 CANE
POINTE LN
8/27/2025 8/28/2025
($6.06)
($2.05)
($0.65)
($0.14)
($1.08)
($13.89)
$23.87
($43.84)
$74.77
MORENO, JAIME MORENO, JAIME 2313 MADEIRA
CIR
WAXHAW, NC
28173 Proration 0073276651 HCS6659 AUTHORIZED 699158370
Refund Generated due
to proration on Bill
#0073276651-2024-
2024-0000-00
Vehicle
Sold
($32.12)
($10.08)
($3.44)
($0.77)
($5.75)
698127624
Refund Generated due
to proration on Bill
#0072417737-2024-
2024-0000-00
Vehicle
Totalled 8/21/2025 8/22/2025INDIAN TRAIL,
NC 28079 Proration 0072417737 TLA8332 AUTHORIZEDMULLIS,
RODNEY ALAN
MULLIS,
RODNEY ALAN
7212 SECREST
SHORTCUT RD
8/28/2025 8/29/2025
($7.47)
($23.01)
$0.00
($0.80)
($0.18)
($1.34)
($17.13)
$49.93
($73.65)
$125.81
NAGY LUP,
FELIX
NAGY LUP,
FELIX
1175 SCOTCH
MEADOWS LOOP
MONROE, NC
28110 Proration 0078616322 RJC7872 AUTHORIZED 815979577
Refund Generated due
to proration on Bill
#0078616322-2023-
2023-0000-00
Vehicle
Totalled
($5.96)
($2.02)
($0.64)
($0.15)
($1.07)
698845944
Refund Generated due
to proration on Bill
#0082932772-2024-
2024-0000-00
Vehicle
Totalled 8/26/2025 8/27/2025INDIAN TRAIL,
NC 28079 Proration 0082932772 FLJ3817 AUTHORIZEDNEWEY, CLIVE
WILLIAM
NEWEY, CLIVE
WILLIAM PO BOX 826
8/12/2025 8/13/2025
($1.05)
($1.19)
($0.28)
($0.11)
($0.02)
($0.19)
($2.40)
$5.24
($13.71)
$23.55
NICOLETTE,
JUSTIN
ANTHONY
NICOLETTE,
JUSTIN
ANTHONY
15709
KNOLLWOOD PL
INDIAN TRAIL,
NC 28079 Proration 0075282279 PNE4699 AUTHORIZED 812749112
Refund Generated due
to proration on Bill
#0075282279-2023-
2023-0000-00
Vehicle
Sold
($4.10)
($1.00)
($0.44)
($0.10)
($0.73)
699677790
Refund Generated due
to proration on Bill
#0061860670-2024-
2024-0000-00
Reg . Out
of state 8/29/2025 9/2/2025WAXHAW, NC
28173 Proration 0061860670 PHK7102 AUTHORIZEDNIGAM, MANOJ NIGAM, MANOJ 8917 MAN OF
WAR DR
8/21/2025 8/22/2025
($142.71)
($188.87)
($44.77)
($15.30)
($3.41)
($25.53)
($327.21)
$747.80
($9.40)
$15.77
NUGENT,
CHRISTOPHER
MICHAEL
NUGENT,
CHRISTOPHER
MICHAEL
2395 MILL
HOUSE LN
MATTHEWS, NC
28104 Proration 0082976208 LHA5443 AUTHORIZED 814482676
Refund Generated due
to proration on Bill
#0082976208-2024-
2024-0000-00
Vehicle
Sold
($63.99)
($15.60)
($6.86)
($1.53)
($11.45)
696642036
Refund Generated due
to proration on Bill
#0080567367-2024-
2024-0000-00
Vehicle
Sold 8/12/2025 8/13/2025CORNELIUS, NC
28031 Proration 0080567367 LCN8462 AUTHORIZEDNUNN,
CLARENCE LYNN
NUNN,
CLARENCE LYNN
18000
WHISPERING
OAKS
($146.73)
$246.16
Page 15 of 23
580
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 ($43.50)$0.00
500 TAX ($102.62)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($13.94)$0.00
003 TAX ($4.67)$0.00
005 TAX ($1.04)$0.00
004 TAX ($7.78)$0.00
002 TAX ($99.73)$0.00
Refund
001 TAX ($13.30)$0.00
026 TAX ($3.24)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.38)$0.00
002 TAX ($30.48)$0.00
Refund
001 TAX ($61.30)$0.00
600 TAX ($69.49)$0.00
020 TAX ($20.09)$0.00
003 TAX ($6.57)$0.00
005 TAX ($1.46)$0.00
004 TAX ($10.97)$0.00
002 TAX ($140.55)$0.00
Refund
001 TAX ($8.67)$0.00
980 TAX ($1.06)$0.00
021 TAX ($3.26)$0.00
003 TAX ($0.93)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.55)$0.00
002 TAX ($19.88)$0.00
Refund
001 TAX ($18.46)$0.00
200 TAX ($56.86)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.98)$0.00
005 TAX ($0.44)$0.00
004 TAX ($3.30)$0.00
002 TAX ($42.34)$0.00
Refund
001 TAX ($27.82)$0.00
600 TAX ($31.54)$0.00
023 TAX ($8.73)$0.00
003 TAX ($2.98)$0.00
005 TAX ($0.66)$0.00
004 TAX ($4.98)$0.00
002 TAX ($63.80)$0.00
Refund
001 TAX ($23.36)$0.00
026 TAX ($5.70)$0.00
003 TAX ($2.51)$0.00
005 TAX ($0.56)$0.00
004 TAX ($4.18)$0.00
002 TAX ($53.56)$0.00
Refund
001 TAX ($15.09)$0.00
016 TAX ($5.59)$0.00
003 TAX ($1.62)$0.00
005 TAX ($0.36)$0.00
004 TAX ($2.70)$0.00
002 TAX ($34.61)$0.00
Refund
001 TAX ($7.59)($0.37)
101 TAX ($3.72)($0.19)
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.85)($0.09)
003 TAX ($0.81)($0.04)
005 TAX ($0.18)($0.01)
004 TAX ($1.36)($0.07)
002 TAX ($17.39)($0.87)
Refund
8/18/2025 8/19/2025
($43.50)
($102.62)
$0.00
($13.94)
($4.67)
($1.04)
($7.78)
($99.73)
$273.28
ORR, ROBERT
KARL
ORR, ROBERT
KARL
1117
BLACKMOOR RD
WAXHAW, NC
28173 Proration 0073731469 JEP5544 AUTHORIZED 930226976
Refund Generated due
to proration on Bill
#0073731469-2024-
2024-0000-00
Vehicle
Sold
($13.30)
($3.24)
($1.42)
($0.32)
($2.38)
697705860
Refund Generated due
to proration on Bill
#0068595821-2024-
2024-0000-00
Vehicle
Sold 8/19/2025 8/20/2025WAXHAW, NC
28173 Proration 0068595821 TPE6505 AUTHORIZED
PATEL,
SANJEET
ASHOKKUMAR
PATEL,
SANJEET
ASHOKKUMAR
9417 SIR HUON
LN
8/22/2025 8/25/2025
($61.30)
($69.49)
($20.09)
($6.57)
($1.46)
($10.97)
($140.55)
$310.43
($30.48)
$51.14
PENSKE
LEASING AND
RENTALCOMPANY
PENSKE
LEASING AND
RENTALCOMPANY
2675
MORGANTOWN RD
READING, PA
19607 Proration 0066387738 ZM1972 AUTHORIZED 814719647
Refund Generated due
to proration on Bill
#0066387738-2024-
2024-0000-00
Vehicle
Sold
($8.67)
($1.06)
($3.26)
($0.93)
($0.21)814721250
Refund Generated due
to proration on Bill
#0073685668-2023-
2023-0000-00
Vehicle
Sold 8/22/2025 8/25/2025MONROE, NC
28110 Proration 0073685668 XXF2923 AUTHORIZEDPOPLIN, GARY
DEAN
POPLIN, GARY
DEAN
611 E LAWYERS
RD
Vehicle
Sold 8/18/2025 8/19/2025
($18.46)
($56.86)
$0.00
($1.98)
($0.44)
($3.30)
($42.34)
$123.38
($1.55)
($19.88)
$35.56
PRICE, TRACEY
LYNNE
PRICE, TRACEY
LYNNE
PRICE, TODD
FRANCIS
3004 TIFFANY
DR
MONROE, NC
28110 Proration 0070142637 E9735 AUTHORIZED 813947778
Refund Generated due
to proration on Bill
#0070142637-2024-
2024-0000-00
($27.82)
($31.54)
($8.73)
($2.98)
($0.66)813946224
Refund Generated due
to proration on Bill
#0080747301-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025INDIAN TRAIL,
NC 28079 Proration 0080747301 REC2327 AUTHORIZEDPRINCE, HOLLY
WILLIAMS
PRINCE, HOLLY
WILLIAMS
1010
DUNBARTON RD
Vehicle
Sold 8/15/2025 8/18/2025
($23.36)
($5.70)
($2.51)
($0.56)
($4.18)
($53.56)
$89.87
($4.98)
($63.80)
$140.51
PRITCHARD,
GORDON ALLEN
PRITCHARD,
GORDON ALLEN
PRITCHARD,
LINDA ELLEN
6046 WALDORF
AVE
MONROE, NC
28110 Proration 0077632102 VCM1360 AUTHORIZED 697225542
Refund Generated due
to proration on Bill
#0077632102-2024-
2024-0000-00
PROTEKY INC PROTEKY INC GOPU, AROGYA
JOSNA 1117 MESA WAY MARVIN, NC
28173 Proration 0083740775 FCY5323 AUTHORIZED 928856136
Refund Generated due
to proration on Bill
#0083740775-2024-
2024-0000-00
Vehicle
Sold
($15.09)
($5.59)
($1.62)
($0.36)
($2.70)
698332506
Refund Generated due
to proration on Bill
#0075086683-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025INDIAN TRAIL,
NC 28079 Proration 0075086683 KMN1915 AUTHORIZED
PROPHET,
ROBERT
ANDERSON
PROPHET,
ROBERT
ANDERSON
PROPHET,
VALERIA
LYNETTE
1144 ASHE
MEADOW DR
8/12/2025 8/13/2025
($7.96)
($3.91)
$0.00
($1.94)
($0.85)
($0.19)
($1.43)
($18.26)
$34.54
($34.61)
$59.97
Page 16 of 23
581
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($1.25)$0.00
930 TAX ($0.15)$0.00
016 TAX ($0.47)$0.00
003 TAX ($0.13)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.22)$0.00
002 TAX ($2.87)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($15.08)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.54 $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 ($4.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $0.43 $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 ($5.68)($0.29)
600 TAX ($6.44)($0.32)
026 TAX ($1.39)($0.07)
003 TAX ($0.61)($0.03)
005 TAX ($0.13)($0.01)
004 TAX ($1.01)($0.05)
002 TAX ($13.03)($0.65)
Refund
001 TAX ($3.22)$0.00
200 TAX ($9.90)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.34)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.58)$0.00
002 TAX ($7.37)$0.00
Refund
001 TAX ($11.13)$0.00
500 TAX ($26.25)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.57)$0.00
003 TAX ($1.19)$0.00
005 TAX ($0.27)$0.00
004 TAX ($1.99)$0.00
002 TAX ($25.51)$0.00
Refund
001 TAX ($10.06)$0.00
700 TAX ($13.31)$0.00
020 TAX ($3.30)$0.00
003 TAX ($1.08)$0.00
005 TAX ($0.24)$0.00
004 TAX ($1.80)$0.00
002 TAX ($23.07)$0.00
Refund
001 TAX ($8.56)$0.00
970 TAX ($0.86)$0.00
019 TAX ($3.35)$0.00
003 TAX ($0.92)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.53)$0.00
002 TAX ($19.62)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($7.54)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $3.24 $0.00
020 TAX $0.80 $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
RABON, DAVID
REID JR
9921 WINDROW
DR
($0.22)
($2.87)
$5.12
RATLEY, ERVIN
DARRELL
RATLEY, ERVIN
DARRELL
7306 INDIAN
TRAIL FAIRVIE RD.INDIAN TRAIL,
NC 28079
Adjustment <
$100 0081138913 VEP4531 PENDING 930837208
Refund Generated due
to adjustment on
Bill #0081138913-
2024-2024-0000
($1.25)
($0.15)
($0.47)
($0.13)
($0.03)811127996
Refund Generated due
to proration on Bill
#0061435859-2024-
2024-0000-00
Vehicle
Sold 8/5/2025 8/6/2025INDIAN TRAIL,
NC 28079 Proration 0061435859 RKP4371 AUTHORIZEDRABON, DAVID
REID JR
RATLEY, ERVIN
DARRELL
RATLEY, ERVIN
DARRELL
7306 INDIAN
TRAIL FAIRVIE RD.
Situs error 8/21/2025
$0.00
($15.08)
($30.00)
$1.54
$0.00
$0.00
$0.00
$0.00
$43.54
REDFERN,
TAMIKO YVETTE
2026 CLOVER
HILL RD
$0.00
$0.00
$0.00
$33.97
$0.00
($4.40)
($30.00)
$0.43
$0.00930837216
Refund Generated due
to adjustment on
Bill #0086357807-
2025-2025-0000
Situs error 8/21/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086357807 VHE5837 PENDING
($1.06)
($13.68)
$29.71
RELIHAN,
WILLIE
RELIHAN,
WILLIE
1027 WIND
CARVED LN
MONROE, NC
28110
Adjustment <
$100 0052744053 HCS5174 PENDING 813988987
Refund Generated due
to adjustment on
Bill #0052744053-
2024-2024-0000-00
($5.97)
($6.76)
($1.46)
($0.64)
($0.14)810639571
Refund Generated due
to proration on Bill
#0076230410-2024-
2024-0000-00
Vehicle
Sold 8/1/2025 8/4/2025INDIAN TRAIL,
NC 28079 Proration 0076230410 RHL4269 AUTHORIZEDREDFERN,
TAMIKO YVETTE
RIZAL, LOK
NATH
RIZAL, LOK
NATH
1174
GLADIOLUS CT
Over
Assessment 8/19/2025
($3.22)
($9.90)
$0.00
($0.34)
($0.08)
($0.58)
($7.37)
$21.49
($0.27)
($1.99)
($25.51)
$69.91
($11.13)
($26.25)
$0.00
($3.57)
($1.19)929119728
Refund Generated due
to proration on Bill
#0079046017-2024-
2024-0000-00
Reg . Out
of state 8/13/2025 8/14/2025REYNOLDSBURG,
OH 43068 Proration 0079046017 TLP8571 AUTHORIZED
($10.06)
($13.31)
($3.30)
($1.08)
($0.24)812748874
Refund Generated due
to proration on Bill
#0064439003-2024-
2024-0000-00
Vehicle
Sold 8/12/2025 8/13/2025MATTHEWS, NC
28104 Proration 0064439003 TKD9029 AUTHORIZEDROBERSON,
STEVEN LEVETT
ROBERSON,
STEVEN LEVETT
5063
STONEHILL LN
Vehicle
Totalled 8/21/2025 8/22/2025
($8.56)
($0.86)
($3.35)
($0.92)
($0.20)
($1.53)
($19.62)
$35.04
($1.80)
($23.07)
$52.86
ROBINSON
HEATH, TAMMY
ANN
ROBINSON
HEATH, TAMMY
ANN
HEATH,
MICHAEL
DARRIN
5205 WILLOW
RUN DR
MONROE, NC
28110 Proration 0081239126 TEZ2494 AUTHORIZED 814480177
Refund Generated due
to proration on Bill
#0081239126-2024-
2024-0000-00
$0.00
$0.00
$0.00
$0.00
$33.50
$0.00
($7.54)
($30.00)
$3.24
$0.801046881233
Refund Generated due
to adjustment on
Bill #0080967585-
2024-2024-0000
Situs error 8/20/2025WEDDINGTON,
NC 28104
Adjustment <
$100 0080967585 LEZ5534 PENDING
RODRIGUEZ
LUQUEZ,
ADRIANY
RAFAEL
RODRIGUEZ
LUQUEZ,
ADRIANY
RAFAEL
2815 BARNARD
CASTLE LN
Page 17 of 23
582
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($2.05)$0.00
500 TAX ($4.83)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.65)$0.00
003 TAX ($0.22)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.36)$0.00
002 TAX ($4.69)$0.00
Refund
001 TAX ($27.20)$0.00
800 TAX ($4.17)$0.00
026 TAX ($6.63)$0.00
003 TAX ($2.92)$0.00
005 TAX ($0.65)$0.00
004 TAX ($4.87)$0.00
002 TAX ($62.36)$0.00
Refund
001 TAX ($9.75)$0.00
026 TAX ($2.37)$0.00
003 TAX ($1.05)$0.00
005 TAX ($0.24)$0.00
004 TAX ($1.74)$0.00
002 TAX ($22.34)$0.00
Refund
001 TAX ($21.48)$0.00
026 TAX ($5.23)$0.00
003 TAX ($2.30)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.84)$0.00
002 TAX ($49.25)$0.00
Refund
001 TAX ($43.42)$0.00
026 TAX ($10.59)$0.00
003 TAX ($4.65)$0.00
005 TAX ($1.04)$0.00
004 TAX ($7.77)$0.00
002 TAX ($99.56)$0.00
Refund
001 TAX ($47.56)$0.00
800 TAX ($7.28)$0.00
026 TAX ($11.60)$0.00
003 TAX ($5.10)$0.00
005 TAX ($1.13)$0.00
004 TAX ($8.51)$0.00
002 TAX ($109.05)$0.00
Refund
001 TAX ($20.68)$0.00
600 TAX ($23.45)$0.00
019 TAX ($8.09)$0.00
003 TAX ($2.22)$0.00
005 TAX ($0.49)$0.00
004 TAX ($3.70)$0.00
002 TAX ($47.43)$0.00
Refund
001 TAX ($5.48)$0.00
930 TAX ($0.67)$0.00
016 TAX ($2.03)$0.00
003 TAX ($0.59)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.98)$0.00
002 TAX ($12.57)$0.00
Refund
001 TAX ($13.26)$0.00
500 TAX ($31.29)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.25)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.32)$0.00
004 TAX ($2.37)$0.00
002 TAX ($30.41)$0.00
Refund
001 TAX ($44.70)$0.00
800 TAX ($6.85)$0.00
026 TAX ($10.90)$0.00
003 TAX ($4.79)$0.00
005 TAX ($1.07)$0.00
004 TAX ($8.00)$0.00
002 TAX ($102.50)$0.00
Refund
ROLLER,
DARWOOD
FREDERICK
ROLLER,
DARWOOD
FREDERICK
ROLLER,
EMELIA WRIGHT
7900 KINGSTON
DR ($0.05)
($0.36)
($4.69)
$12.85
($2.05)
($4.83)
$0.00
($0.65)
($0.22)930273360
Refund Generated due
to proration on Bill
#0030096622-2024-
2024-0000-00
Vehicle
Sold 8/19/2025 8/20/2025WAXHAW, NC
28173 Proration 0030096622 DMF2520 AUTHORIZED
($27.20)
($4.17)
($6.63)
($2.92)
($0.65)811767236
Refund Generated due
to proration on Bill
#0083778581-2024-
2024-0000-00
Vehicle
Sold 8/6/2025 8/7/2025WAXHAW, NC
28173 Proration 0083778581 LHD6523 AUTHORIZED
RORIE, VERNON
ALFREDO
DANIEL
RORIE, VERNON
ALFREDO
DANIEL
6053
OXFORDSHIRE
RD
Over
Assessment 8/20/2025
($9.75)
($2.37)
($1.05)
($0.24)
($1.74)
($22.34)
$37.49
($4.87)
($62.36)
$108.80
ROXON, JACOB
CHRISTOPHER
ROXON, JACOB
CHRISTOPHER
2109 SANDY
POND LN
WAXHAW, NC
28173
Adjustment <
$100 0072810379 RCHIHS PENDING 697919382
Refund Generated due
to adjustment on
Bill #0072810379-
2024-2024-0000-00
($21.48)
($5.23)
($2.30)
($0.51)
($3.84)
696840276
Refund Generated due
to proration on Bill
#0058964307-2024-
2024-0000-00
Vehicle
Sold 8/13/2025 8/14/2025WAXHAW, NC
28173 Proration 0058964307 HHB7957 AUTHORIZED
RUNKEL,
PHILIP
SCHRAMM
RUNKEL,
PHILIP
SCHRAMM
RUNKEL,
PAMELA BENSON
721 COACHMAN
DR
8/29/2025 9/2/2025
($43.42)
($10.59)
($4.65)
($1.04)
($7.77)
($99.56)
$167.03
($49.25)
$82.61
RYBARCZYK,
SHIPRA KAUL
RYBARCZYK,
SHIPRA KAUL
RYBARCZYK,
JOHN ROBERT
9103
CLERKENWELL
DR
WAXHAW, NC
28173 Proration 0083608688 LHZ2068 AUTHORIZED 699677778
Refund Generated due
to proration on Bill
#0083608688-2024-
2024-0000-00
Vehicle
Sold
($47.56)
($7.28)
($11.60)
($5.10)
($1.13)813217601
Refund Generated due
to proration on Bill
#0075820618-2024-
2024-0000-00
Vehicle
Totalled 8/14/2025 8/15/2025MATTHEWS, NC
28104 Proration 0075820618 SAMG87 AUTHORIZEDSALAS, ALBERT
LAURENCE
SALAS, ALBERT
LAURENCE
4418
HORSESHOE
BEND
Vehicle
Sold 8/22/2025 8/25/2025
($20.68)
($23.45)
($8.09)
($2.22)
($0.49)
($3.70)
($47.43)
$106.06
($8.51)
($109.05)
$190.23
SAMMONS,
BARBARA JOY
SAMMONS,
BARBARA JOY
2870
CHARLEVOIX ST
THE VILLAGES,
FL 32163 Proration 0064355425 JKT9102 AUTHORIZED 814721089
Refund Generated due
to proration on Bill
#0064355425-2024-
2024-0000-00
SAZONCIKS,
JURIJS
SAZONCIKS,
JURIJS
1544 PRICKLY
LN
WAXHAW, NC
28173 Proration 0083684585 LHZ1779 AUTHORIZED 932213184
Refund Generated due
to proration on Bill
#0083684585-2024-
2024-0000-00
($5.48)
($0.67)
($2.03)
($0.59)
($0.13)813947085
Refund Generated due
to proration on Bill
#0071499909-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025MONROE, NC
28110 Proration 0071499909 TCV7210 AUTHORIZEDSAMOCRAINI,
IGOR
SAMOCRAINI,
IGOR
7609 WATER
OAK LN
Vehicle
Sold 8/27/2025 8/28/2025
($13.26)
($31.29)
$0.00
($4.25)
($1.42)
($0.32)
($2.37)
($30.41)
$83.32
($0.98)
($12.57)
$22.45
($44.70)
($6.85)
($10.90)
($4.79)
($1.07)814481311
Refund Generated due
to proration on Bill
#0082411868-2024-
2024-0000-00
Vehicle
Sold 8/21/2025 8/22/2025WEDDINGTON,
NC 28104 Proration 0082411868 KHA8822 AUTHORIZEDSCHULZ,
ROBERT STEVEN
SCHULZ,
ROBERT STEVEN
439
TURTLEBACK
RDG ($8.00)
($102.50)
$178.81
Page 18 of 23
583
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 ($28.55)$0.00
101 TAX ($13.99)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($6.96)$0.00
003 TAX ($3.06)$0.00
005 TAX ($0.68)$0.00
004 TAX ($5.11)$0.00
002 TAX ($65.45)$0.00
Refund
001 TAX ($4.17)$0.00
800 TAX ($0.64)$0.00
026 TAX ($1.01)$0.00
003 TAX ($0.45)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.75)$0.00
002 TAX ($9.55)$0.00
Refund
001 TAX ($21.88)$0.00
200 TAX ($67.38)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.34)$0.00
005 TAX ($0.52)$0.00
004 TAX ($3.91)$0.00
002 TAX ($50.18)$0.00
Refund
001 TAX ($12.25)$0.00
200 TAX ($37.74)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.31)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.19)$0.00
002 TAX ($28.10)$0.00
Refund
001 TAX ($5.00)($0.37)
800 TAX ($0.76)($0.05)
026 TAX ($1.22)($0.09)
003 TAX ($0.53)($0.04)
005 TAX ($0.12)($0.01)
004 TAX ($0.89)($0.06)
002 TAX ($11.47)($0.83)
Refund
001 TAX ($54.92)$0.00
018 TAX ($24.77)$0.00
003 TAX ($5.88)$0.00
005 TAX ($1.31)$0.00
004 TAX ($9.83)$0.00
002 TAX ($125.92)$0.00
Refund
001 TAX ($21.54)$0.00
600 TAX ($24.42)$0.00
020 TAX ($7.06)$0.00
003 TAX ($2.31)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.86)$0.00
002 TAX ($49.40)$0.00
Refund
001 TAX ($8.20)$0.00
600 TAX ($9.29)$0.00
019 TAX ($3.20)$0.00
003 TAX ($0.88)$0.00
005 TAX ($0.19)$0.00
004 TAX ($1.46)$0.00
002 TAX ($18.80)$0.00
Refund
001 TAX ($6.03)$0.00
700 TAX ($7.97)$0.00
023 TAX ($1.89)$0.00
003 TAX ($0.65)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.08)$0.00
002 TAX ($13.82)$0.00
Refund
SEHGAL,
VISHAL
SEHGAL,
VISHAL
4034
FLOWERING
PEACH RD
MARVIN, NC
28173 Proration 0079966831 JAH7423 AUTHORIZED 927733008
Refund Generated due
to proration on Bill
#0079966831-2024-
2024-0000-00
Insurance
Lapse 8/6/2025 8/7/2025
($28.55)
($13.99)
$0.00
($6.96)
($3.06)
($0.68)
($5.11)
($65.45)
$123.80
($4.17)
($0.64)
($1.01)
($0.45)
($0.10)815321052
Refund Generated due
to proration on Bill
#0078136357-2024-
2024-0000-00
Vehicle
Sold 8/26/2025 8/27/2025MATTHEWS, NC
28104 Proration 0078136357 JLC1172 AUTHORIZEDSHOBE, DAVID
HENRY
SHOBE, DAVID
HENRY
265
WEDDINGTON RD
Reg . Out
of state 8/4/2025 8/5/2025
($21.88)
($67.38)
$0.00
($2.34)
($0.52)
($3.91)
($50.18)
$146.21
($0.75)
($9.55)
$16.67
SLATER,
DARRELL KEITH
SLATER,
DARRELL KEITH
9990 JACK
NICKLAUS DR
LANCASTER, SC
29720 Proration 0075835845 5158VA AUTHORIZED 811096510
Refund Generated due
to proration on Bill
#0075835845-2024-
2024-0000-00
($12.25)
($37.74)
$0.00
($1.31)
($0.29)811096524
Refund Generated due
to proration on Bill
#0075835122-2024-
2024-0000-00
Reg . Out
of state 8/4/2025 8/5/2025LANCASTER, SC
29720 Proration 0075835122 5159VA AUTHORIZEDSLATER,
DARRELL KEITH
SLATER,
DARRELL KEITH
9990 JACK
NICKLAUS DR
Vehicle
Sold 8/5/2025 8/6/2025
($5.37)
($0.81)
($1.31)
($0.57)
($0.13)
($0.95)
($12.30)
$21.44
($2.19)
($28.10)
$81.88
SMITH,
JEREMIAH
RODERICK
SMITH,
JEREMIAH
RODERICK
3107 TWELVE
MILE CREEK RD
MATTHEWS, NC
28104 Proration 0051540160 EAH5630 AUTHORIZED 811128633
Refund Generated due
to proration on Bill
#0051540160-2024-
2024-0000-00
($54.92)
($24.77)
($5.88)
($1.31)
($9.83)
695993886
Refund Generated due
to proration on Bill
#0059942189-2024-
2024-0000-00
Vehicle
Sold 8/7/2025 8/8/2025MARSHVILLE,
NC 28103 Proration 0059942189 BBA1771 AUTHORIZEDSNEAD, MARK
CHRISTOPHER
SNEAD, MARK
CHRISTOPHER
SNEAD, TANYA
SHEREE
6402
LANDSFORD RD
8/28/2025 8/29/2025
($21.54)
($24.42)
($7.06)
($2.31)
($0.51)
($3.86)
($49.40)
$109.10
($125.92)
$222.63
STEARNS,
MICHAEL
WILLIAM
STEARNS,
MICHAEL
WILLIAM
STEARNS,
JESSICA
DAILEY
1018
FORBISHIRE DR
MATTHEWS, NC
28104 Proration 0075319463 TPF4592 AUTHORIZED 815980424
Refund Generated due
to proration on Bill
#0075319463-2024-
2024-0000-00
Vehicle
Sold
STEWART,
PATRICK DYLAN
STEWART,
PATRICK DYLAN
4693
SHANNAMARA DR
MATTHEWS, NC
28104 Proration 0083502220 TMD6842 AUTHORIZED 813217398
Refund Generated due
to proration on Bill
#0083502220-2024-
2024-0000-00
($8.20)
($9.29)
($3.20)
($0.88)
($0.19)814719794
Refund Generated due
to proration on Bill
#0074981595-2024-
2024-0000-00
Vehicle
Sold 8/22/2025 8/25/2025MONROE, NC
28110 Proration 0074981595 FCT7608 AUTHORIZED
STEPHENSON,
TAYLOR LYNN-
ANN
STEPHENSON,
TAYLOR LYNN-
ANN
5106 DARBY
DRIVE
Vehicle
Sold 8/14/2025 8/15/2025
($6.03)
($7.97)
($1.89)
($0.65)
($0.15)
($1.08)
($13.82)
$31.59
($1.46)
($18.80)
$42.02
Page 19 of 23
584
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 ($7.15)$0.00
980 TAX ($1.27)$0.00
021 TAX ($3.44)$0.00
003 TAX ($0.68)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.47)$0.00
002 TAX ($17.04)$0.00
Refund
001 TAX ($19.23)$0.00
980 TAX ($2.36)$0.00
021 TAX ($7.98)$0.00
003 TAX ($2.06)$0.00
005 TAX ($0.46)$0.00
004 TAX ($3.44)$0.00
002 TAX ($44.09)$0.00
Refund
001 TAX ($13.97)$0.00
500 TAX ($32.96)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.47)$0.00
003 TAX ($1.49)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.50)$0.00
002 TAX ($32.04)$0.00
Refund
001 TAX ($5.00)$0.00
990 TAX ($0.65)$0.00
015 TAX ($1.70)$0.00
003 TAX ($0.53)$0.00
005 TAX ($0.12)$0.00
004 TAX ($0.90)$0.00
002 TAX ($11.46)$0.00
Refund
001 TAX ($34.00)$0.00
200 TAX ($104.67)$0.00
003 TAX ($3.65)$0.00
005 TAX ($0.81)$0.00
004 TAX ($6.08)$0.00
002 TAX ($77.95)$0.00
Refund
001 TAX ($21.56)$0.00
600 TAX ($24.45)$0.00
020 TAX ($7.07)$0.00
003 TAX ($2.31)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.86)$0.00
002 TAX ($49.45)$0.00
Refund
001 TAX ($9.75)$0.00
700 TAX ($12.91)$0.00
023 TAX ($3.06)$0.00
003 TAX ($1.04)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.74)$0.00
002 TAX ($22.36)$0.00
Refund
001 TAX ($2.02)$0.00
200 TAX ($6.24)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.22)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.37)$0.00
002 TAX ($4.65)$0.00
Refund
001 TAX ($6.72)$0.00
015 TAX ($2.27)$0.00
003 TAX ($0.72)$0.00
005 TAX ($0.16)$0.00
004 TAX ($1.20)$0.00
002 TAX ($15.40)$0.00
Refund
STOUT,
BRIDGETTE
YVETTE
1309 CARLSON
DR
($2.47)
($17.04)
$32.33
TARLTON,
JUSTIN KODY
TARLTON,
JUSTIN KODY
4197 RENEE
FORD RD
STANFIELD, NC
28163 Proration 0065431943 HFJ1449 AUTHORIZED 815981250
Refund Generated due
to proration on Bill
#0065431943-2024-
2024-0000-00
($7.15)
($1.27)
($3.44)
($0.68)
($0.28)812979930
Refund Generated due
to proration on Bill
#0086475748-2025-
2025-0000-00
Insurance
Lapse 8/13/2025 8/14/2025MONROE, NC
28110 Proration 0086475748 LHA9033 AUTHORIZED
STOUT,
BRIDGETTE
YVETTE
THIEM,
STEPHANIE
DAWN
THIEM,
STEPHANIE
DAWN
4004
PINEBROOK LN
Vehicle
Sold 8/28/2025 8/29/2025
($19.23)
($2.36)
($7.98)
($2.06)
($0.46)
($3.44)
($44.09)
$79.62
($0.33)
($2.50)
($32.04)
$87.76
($13.97)
($32.96)
$0.00
($4.47)
($1.49)932548064
Refund Generated due
to proration on Bill
#0083467303-2024-
2024-0000-00
Vehicle
Sold 8/28/2025 8/29/2025WAXHAW, NC
28173 Proration 0083467303 RJH8295 AUTHORIZED
($5.00)
($0.65)
($1.70)
($0.53)
($0.12)815320359
Refund Generated due
to adjustment on
Bill #0053043208-
2024-2024-0000-00
Over
Assessment 8/26/2025WAXHAW, NC
28173
Adjustment <
$100 0053043208 HCT3904 PENDINGTHIEMANN, AMY
VERNON
THIEMANN, AMY
VERNON
6419 MCNEELY
RD
Vehicle
Sold 8/13/2025 8/14/2025
($34.00)
($104.67)
($3.65)
($0.81)
($6.08)
($77.95)
$227.16
($0.90)
($11.46)
$20.36
THOMAS, LARRY
CALVIN
THOMAS, LARRY
CALVIN
1413
WILLIAMSBURG
LN
MONROE, NC
28110 Proration 0075310310 CP55326 AUTHORIZED 696840288
Refund Generated due
to proration on Bill
#0075310310-2024-
2024-0000-00
($21.56)
($24.45)
($7.07)
($2.31)
($0.51)813948548
Refund Generated due
to proration on Bill
#0063024860-2024-
2024-0000-00
Vehicle
Totalled 8/18/2025 8/19/2025MATTHEWS, NC
28104 Proration 0063024860 HET8704 AUTHORIZED
THOMAS,
VICTORIA
MICHAEL
THOMAS,
VICTORIA
MICHAEL
1137 ARINGILL
LN
Vehicle
Sold 8/28/2025 8/29/2025
($9.75)
($12.91)
($3.06)
($1.04)
($0.23)
($1.74)
($22.36)
$51.09
($3.86)
($49.45)
$109.21
THOMPSON,
KIMBERLY LYNN
THOMPSON,
KIMBERLY LYNN
1008
AFTERNOON SUN
RD
STALLINGS, NC
28104 Proration 0076725999 HKP4326 AUTHORIZED 815981621
Refund Generated due
to proration on Bill
#0076725999-2024-
2024-0000-00
($2.02)
($6.24)
$0.00
($0.22)
($0.05)813947127
Refund Generated due
to proration on Bill
#0081821820-2024-
2024-0000-00
Vehicle
Sold 8/18/2025 8/19/2025MONROE, NC
28112 Proration 0081821820 LFA8384 AUTHORIZED
TORREZ
MORENO,
RICHARD
TORREZ
MORENO,
RICHARD
1937 TIN ROOF
LN
Vehicle
Totalled 8/8/2025 8/12/2025
($6.72)
($2.27)
($0.72)
($0.16)
($1.20)
($15.40)
$26.47
($0.37)
($4.65)
$13.55
TYSON, ALICIA
BATTEN
TYSON, ALICIA
BATTEN
6024
MCWHORTER RD
WAXHAW, NC
28173 Proration 0047070111 FHH2713 AUTHORIZED 696184404
Refund Generated due
to proration on Bill
#0047070111-2024-
2024-0000-00
Page 20 of 23
585
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 ($22.75)$0.00
500 TAX ($53.67)$0.00
500 VEHICLE FEE ($25.00)$0.00
028 TAX ($7.29)$0.00
003 TAX ($2.44)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.07)$0.00
002 TAX ($52.16)$0.00
Refund
001 TAX ($4.52)$0.00
200 TAX ($13.92)$0.00
200 VEHICLE FEE ($30.00)$0.00
003 TAX ($0.48)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.81)$0.00
002 TAX ($10.37)$0.00
Refund
001 TAX ($12.46)$0.00
600 TAX ($14.12)$0.00
020 TAX ($4.08)$0.00
003 TAX ($1.33)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.23)$0.00
002 TAX ($28.57)$0.00
Refund
001 TAX ($2.11)$0.00
600 TAX ($2.40)$0.00
019 TAX ($0.83)$0.00
003 TAX ($0.23)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.38)$0.00
002 TAX ($4.85)$0.00
Refund
001 TAX ($9.92)$0.00
600 TAX ($11.26)$0.00
020 TAX ($3.26)$0.00
003 TAX ($1.07)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.77)$0.00
002 TAX ($22.77)$0.00
Refund
001 TAX ($5.41)$0.00
700 TAX ($6.17)$0.00
020 TAX ($1.58)$0.00
003 TAX ($0.58)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.97)$0.00
002 TAX ($12.41)$0.00
Refund
001 TAX ($18.73)$0.00
700 TAX ($24.79)$0.00
020 TAX ($6.14)$0.00
003 TAX ($2.01)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.35)$0.00
002 TAX ($42.94)$0.00
Refund
001 TAX ($6.78)($0.49)
200 TAX ($20.88)($1.52)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.73)($0.05)
005 TAX ($0.16)($0.01)
004 TAX ($1.21)($0.09)
002 TAX ($15.55)($1.13)
Refund
001 TAX ($0.62)$0.00
025 TAX ($0.15)$0.00
003 TAX ($0.07)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.11)$0.00
002 TAX ($1.42)$0.00
Refund
UDAYAKUMAR,
UTHAMAN
UDAYAKUMAR,
UTHAMAN
213 BARCLAY
DR ($0.54)
($4.07)
($52.16)
$167.92
($22.75)
($53.67)
($25.00)
($7.29)
($2.44)930559768
Refund Generated due
to proration on Bill
#0066191185-2024-
2024-0000-00
Vehicle
Sold 8/20/2025 8/21/2025WAXHAW, NC
28173 Proration 0066191185 JHM6259 AUTHORIZED
($4.52)
($13.92)
($30.00)
($0.48)
($0.11)811993896
Refund Generated due
to adjustment on
Bill #0080062004-
2024-2024-0000-00
Exempt
Property 8/7/2025MONROE, NC
28111
Adjustment <
$100 0080062004 LDP2552 PENDING
UNION COUNTY
COMMUNITY
ACTION INC
UNION COUNTY
COMMUNITY
ACTION INC
PO BOX 1029
Vehicle
Sold 8/15/2025 8/18/2025
($12.46)
($14.12)
($4.08)
($1.33)
($0.30)
($2.23)
($28.57)
$63.09
($0.81)
($10.37)
$60.21
VALDIVIA,
CHELSEA
SINCLAIRE
VALDIVIA,
CHELSEA
SINCLAIRE
1029
FORBISHIRE DR
MATTHEWS, NC
28104 Proration 0080937607 VEP4304 AUTHORIZED 813428798
Refund Generated due
to proration on Bill
#0080937607-2024-
2024-0000-00
($2.11)
($2.40)
($0.83)
($0.23)
($0.05)811128136
Refund Generated due
to proration on Bill
#0083255519-2024-
2024-0000-00
Vehicle
Sold 8/5/2025 8/6/2025MONROE, NC
28110 Proration 0083255519 VEW5683 AUTHORIZEDVERENICH,
YELENA
VERENICH,
YELENA
6910 PLAIN
VIEW RD
Vehicle
Sold 8/26/2025 8/27/2025
($9.92)
($11.26)
($3.26)
($1.07)
($0.23)
($1.77)
($22.77)
$50.28
($0.38)
($4.85)
$10.85
VORONIN,
SERHII
VORONIN,
SERHII
1008 RAYWOOD
CT
MATTHEWS, NC
28104 Proration 0085571651 VFZ1972 AUTHORIZED 815319911
Refund Generated due
to proration on Bill
#0085571651-2024-
2024-0000-00
($5.41)
($6.17)
($1.58)
($0.58)
($0.13)810638794
Refund Generated due
to proration on Bill
#0078600946-2023-
2023-0000-00
Vehicle
Sold 8/1/2025 8/4/2025MATTHEWS, NC
28104 Proration 0078600946 KHE9516 AUTHORIZED
WADDLE,
CHRISTINE
STRIPLING
WADDLE,
CHRISTINE
STRIPLING
WADDLE,
TIMOTHY
BROOKS JR
1516
SUNFLOWER
FIELD PL
Vehicle
Sold 8/1/2025 8/4/2025
($18.73)
($24.79)
($6.14)
($2.01)
($0.45)
($3.35)
($42.94)
$98.41
($0.97)
($12.41)
$27.25
WADDLE,
TIMOTHY
BROOKS JR
WADDLE,
TIMOTHY
BROOKS JR
1516
SUNFLOWER
FIELD PL
MATTHEWS, NC
28104 Proration 0078600756 KHL4717 AUTHORIZED 810639165
Refund Generated due
to proration on Bill
#0078600756-2024-
2024-0000-00
($7.27)
($22.40)
$0.00
($0.78)
($0.17)815979563
Refund Generated due
to proration on Bill
#0083624430-2024-
2024-0000-00
Vehicle
Sold 8/28/2025 8/29/2025MATTHEWS, NC
28104 Proration 0083624430 DAE3980 AUTHORIZEDWALKER,
LAUREN NICOLE
WALKER,
LAUREN NICOLE
WALKER, LUKE
ALBERT
6035 ABERGELE
LN
Vehicle
Sold 8/1/2025 8/4/2025
($0.62)
($0.15)
($0.07)
($0.01)
($0.11)
($1.42)
$2.38
($1.30)
($16.68)
$48.60
WALKUP, BETTY
CASKEY
WALKUP, BETTY
CASKEY
7201 TIRZAH
CHURCH RD
WAXHAW, NC
28173 Proration 0025879186 YNW6944 AUTHORIZED 694832148
Refund Generated due
to proration on Bill
#0025879186-2023-
2023-0000-00
Page 21 of 23
586
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($13.15)$0.00
600 TAX ($14.91)$0.00
023 TAX ($4.13)$0.00
003 TAX ($1.41)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.35)$0.00
002 TAX ($30.16)$0.00
Refund
001 TAX ($4.40)$0.00
025 TAX ($1.75)$0.00
003 TAX ($0.42)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.52)$0.00
002 TAX ($10.50)$0.00
Refund
001 TAX ($21.34)$0.00
017 TAX ($7.69)$0.00
003 TAX ($2.29)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.82)$0.00
002 TAX ($48.92)$0.00
Refund
001 TAX ($10.31)$0.00
800 TAX ($2.84)$0.00
003 TAX ($1.11)$0.00
005 TAX ($0.25)$0.00
004 TAX ($1.84)$0.00
002 TAX ($23.65)$0.00
Refund
001 TAX ($14.00)$0.00
800 TAX ($2.14)$0.00
026 TAX ($3.41)$0.00
003 TAX ($1.50)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.50)$0.00
002 TAX ($32.10)$0.00
Refund
001 TAX ($1.05)$0.00
700 TAX ($1.19)$0.00
020 TAX ($0.31)$0.00
003 TAX ($0.11)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.19)$0.00
002 TAX ($2.40)$0.00
Refund
001 TAX ($4.21)$0.00
600 TAX ($4.77)$0.00
020 TAX ($1.38)$0.00
003 TAX ($0.45)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.75)$0.00
002 TAX ($9.65)$0.00
Refund
001 TAX ($11.86)$0.00
500 TAX ($27.98)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.80)$0.00
003 TAX ($1.27)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.12)$0.00
002 TAX ($27.20)$0.00
Refund
001 TAX ($13.87)$0.00
600 TAX ($15.72)$0.00
023 TAX ($4.35)$0.00
003 TAX ($1.48)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.48)$0.00
002 TAX ($31.80)$0.00
Refund
001 TAX ($30.23)$0.00
200 TAX ($93.09)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.24)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.41)$0.00
002 TAX ($69.33)$0.00
Refund
($13.15)
($14.91)
($4.13)
($1.41)
($0.31)811095460
Refund Generated due
to proration on Bill
#0077316597-2024-
2024-0000-00
Vehicle
Sold 8/4/2025 8/5/2025INDIAN TRAIL,
NC 28079 Proration 0077316597 KJB2809 AUTHORIZEDWATERS, STEVE
WAYNE
WATERS, STEVE
WAYNE
2025 UNION
GROVE LN
Over
Assessment 8/4/2025
($4.40)
($1.75)
($0.42)
($0.18)
($1.52)
($10.50)
$18.77
($2.35)
($30.16)
$66.42
WATTS, PAUL
DAVID
WATTS, PAUL
DAVID
6106 BUD HUEY
RD
WAXHAW, NC
28173
Adjustment <
$100 0086409796 AV31965 PENDING 695224704
Refund Generated due
to adjustment on
Bill #0086409796-
2025-2025-0000-00
($21.34)
($7.69)
($2.29)
($0.51)
($3.82)
697044162
Refund Generated due
to proration on Bill
#0059327865-2024-
2024-0000-00
Vehicle
Sold 8/14/2025 8/15/2025MARSHVILLE,
NC 28103 Proration 0059327865 ELZ6214 AUTHORIZED
WEAVER,
MICHAEL
WILLIAM
WEAVER,
MICHAEL
WILLIAM
2325 PLEASANT
GROVE CH RD
8/5/2025 8/6/2025
($10.31)
($2.84)
($1.11)
($0.25)
($1.84)
($23.65)
$40.00
($48.92)
$84.57
WEBBER, PAUL
DAVID
WEBBER, PAUL
DAVID
3907 HORSHAM
ST
INDIAN LAND,
SC 29707 Proration 0072671608 HCB7370 AUTHORIZED 695252628
Refund Generated due
to proration on Bill
#0072671608-2023-
2023-0000-00
Reg . Out
of state
WILLIAMS,
MICHAEL
NATHANIEL JR
WILLIAMS,
MICHAEL
NATHANIEL JR
201 SPRING
HILL RD
MATTHEWS, NC
28104 Proration 0078695913 TJS8148 AUTHORIZED 812979846
Refund Generated due
to proration on Bill
#0078695913-2023-
2023-0000-00
($14.00)
($2.14)
($3.41)
($1.50)
($0.33)811128080
Refund Generated due
to proration on Bill
#0054961366-2024-
2024-0000-00
Reg . Out
of state 8/5/2025 8/6/2025INDIAN LAND,
SC 29707 Proration 0054961366 PMX2125 AUTHORIZEDWEBBER, PAUL
DAVID
WEBBER, PAUL
DAVID
3907 HORSHAM
ST
WILLIAMS,
TODD
CHRISTOPHER
1007 STANBURY
DR
Vehicle
Sold 8/13/2025 8/14/2025
($1.05)
($1.19)
($0.31)
($0.11)
($0.02)
($0.19)
($2.40)
$5.27
($2.50)
($32.10)
$55.98
($0.75)
($9.65)
$21.31
WILSON,
MIRANDA JO
WILSON,
MIRANDA JO
MCCLAIN,
JANIS ALEXA
11 RANDOM
TREE RD
KERSHAW, SC
29067 Proration 0075328866 KDM9749 AUTHORIZED 928244472
Refund Generated due
to proration on Bill
#0075328866-2024-
2024-0000-00
($4.21)
($4.77)
($1.38)
($0.45)
($0.10)815321633
Refund Generated due
to proration on Bill
#0075590284-2024-
2024-0000-00
Vehicle
Sold 8/26/2025 8/27/2025MATTHEWS, NC
28104 Proration 0075590284 KMN3734 AUTHORIZED
WILLIAMS,
TODD
CHRISTOPHER
YAROTSKIY,
YEKATERINA
2027 CITY
LIGHTS DR
Reg . Out
of state 8/8/2025 8/12/2025
($11.86)
($27.98)
$0.00
($3.80)
($1.27)
($0.29)
($2.12)
($27.20)
$74.52
($2.48)
($31.80)
$70.03
YEROMENKO,
YEVHENII
YEROMENKO,
YEVHENII
2348 MONARCH
PRESERVE CIR
MONROE, NC
28110 Proration 0084321608 LHZ3245 AUTHORIZED 814240203
Refund Generated due
to proration on Bill
#0084321608-2024-
2024-0000-00
($13.87)
($15.72)
($4.35)
($1.48)
($0.33)815980739
Refund Generated due
to proration on Bill
#0080866588-2024-
2024-0000-00
Vehicle
Sold 8/28/2025 8/29/2025INDIAN TRAIL,
NC 28079 Proration 0080866588 TJS1326 AUTHORIZEDYAROTSKIY,
YEKATERINA
Vehicle
Sold 8/20/2025 8/21/2025
($30.23)
($93.09)
$0.00
($3.24)
($0.72)
($5.41)
($69.33)
$202.02
Page 22 of 23
587
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 ($26.53)$0.00
930 TAX ($3.25)$0.00
016 TAX ($9.84)$0.00
003 TAX ($2.84)$0.00
005 TAX ($0.63)$0.00
004 TAX ($4.75)$0.00
002 TAX ($60.82)$0.00
Refund
Refund Total
YOUNG, TIMON
RAY
YOUNG, TIMON
RAY
1228 HIGHWAY
218 W
($4.75)
($60.82)
$108.66
$20115.31
($26.53)
($3.25)
($9.84)
($2.84)
($0.63)813989078
Refund Generated due
to proration on Bill
#0073653617-2024-
2024-0000-00
Vehicle
Sold 8/19/2025 8/20/2025INDIAN TRAIL,
NC 28079 Proration 0073653617 PLB9205 AUTHORIZED
Page 23 of 23
588
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-599 Agenda Date:10/6/2025
TITLE:..title
Tax Collector’s Departmental Report for August 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
August 2025 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 9/23/2025Page 1 of 1
powered by Legistar™589
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: September 12, 2025
Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending August 29,
2025 is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment
VH/JM
590
AUGUST 2025
PERCENTAGE FOR REGULAR TAX
AUGUST 29, 2025 REGULAR TAX 2025 2024 2023 2022 2021
BEGINNING CHARGE 271,062,516.93 237,247,534.79 226,155,147.38 217,039,806.70 208,197,353.02
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES 82,917.32
NON DISCOVERIES 387,270.09 19,222.44 18,968.47 18,968.08
RELEASES (65,887.55) (5,256.66) (5,455.51) (333.85)
TOTAL CHARGE 271,466,816.79 237,261,500.57 226,168,660.34 217,058,440.93 208,197,353.02
BEGINNING COLLECTIONS 350,451.84 236,915,063.72 226,049,986.32 216,971,803.23 208,143,583.34
COLLECTIONS 15,568,474.06 48,121.65 14,456.04 17,507.99 480.19
TOTAL COLLECTIONS 15,918,925.90 236,963,185.37 226,064,442.36 216,989,311.22 208,144,063.53
BALANCE OUTSTANDING 255,547,890.89 298,315.20 104,217.98 69,129.71 53,289.49
PERCENTAGE OF REGULAR 5.86%99.87%99.95%99.97%99.97%
OVERALL CHARGED 271,466,816.79 237,261,500.57 226,168,660.34 217,058,440.93 208,197,353.02
OVERALL COLLECTED 15,918,925.90 236,963,185.37 226,064,442.36 216,989,311.22 208,144,063.53
OVERALL PERCENTAGE 5.86%99.87%99.95%99.97%99.97%
1
591
AUGUST 2025
PERCENTAGE FOR REGULAR TAX
AUGUST 29, 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
192,181,689.64 186,540,147.30 180,717,811.44 186,663,147.61
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
9.79 137.54 4.00 (112.00)
192,110,436.55 186,442,641.29 180,659,762.09 186,615,824.26
71,253.09 97,506.01 58,049.35 47,323.35
99.96%99.95%99.97%99.97%
192,181,689.64 186,540,147.30 180,717,811.44 186,663,147.61
192,110,436.55 186,442,641.29 180,659,762.09 186,615,824.26
99.96%99.95%99.97%99.97%
2
592
AUGUST 2025
PERCENTAGE FOR REGULAR TAX
AUGUST 29, 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
176,820,453.45
(59.23)
176,820,394.22
39,210.15
99.98%
176,859,604.37
176,820,394.22
99.98%
3
593
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-605 Agenda Date:10/6/2025
TITLE:..title
Consider a Step 2 Economic Development Incentive Grant Request to Safe Fire Detection, Inc.
(Project Smokey)
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
1) Award a Step 2 Economic Development Incentive Grant to Safe Fire Detection, Inc. (Project
Smokey) in an amount not-to-exceed $141,000 over a five-year period; and 2) authorize the County
Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii)
exercise any renewal or extension term options set forth in the Agreement, and iii) terminate the
Agreement if deemed in the best interest of the County, each in the County Manager's discretion.
PRIOR BOARD ACTIONS:
October 6, 2025, Regular Meeting, Agenda Item # 25-604 - Public Hearing Held
BACKGROUND:
The Union County Economic Development Department started conversations with Safe Fire
Detection, Inc under codename Project Smokey in 2023 about the potential relocation of their
manufacturing operation from Indian Trail, NC, to a 10-acre parcel located within the Piedmont
Innovation Industrial Park off Goldmine Road. The company is considering the purchase of 10-acres,
the construction of a 40,000 square foot manufacturing facility, and the purchase and installation of
new production equipment. Total capital investment is approximately $10,000,000.
Safe Fire Detection, Inc. is a manufacturer of advanced fire detection systems for several key
industry sectors including nuclear power, electric utilities, Petro-chemical, and space exploration.
The company opened its doors in 1985 in Indian Trail. They have grown to employ 25 people, of
whom 16 are Union County residents.
The company is at capacity at its current location and needs a building and land large enough to
accommodate future business growth. The purchase of 10-acres of Union County-owned land in the
Piedmont Innovation Park and the construction of a 40,000 SF facility would satisfy growth needs for
years to come.
Based on the anticipated capital investment, it is proposed that the Board award a STEP 2 Economic
Development Incentive Grant in an amount-not-to-exceed $141,000 paid over a 5-year period
beginning in FY 2028. The value of the incentive grant will be based upon appraised value each year
as appraised by the Union County Tax Administration Office. This grant is based on the company’s
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File #:25-605 Agenda Date:10/6/2025
projected investment of approximately $10,000,000 in land, new building construction, and purchase
and installation of new manufacturing equipment over the grant period, but not less than $2,000,000.
Based on its projected investment in Union County, the current tax rate, and assuming a consistent
assessed value with no depreciation, the company will pay estimated ad valorem taxes on the new
taxable investment in the amount of $217,000 over the grant period. Actual tax revenue for the
County will be based on the assessed value of the investment each year by the Union County Tax
Administration Office and will vary each year depending upon the depreciation schedule and the
timing of the investments.
The grant is also contingent upon the company retaining its current number of employees located
within Union County and creating a minimum of 10 new full-time jobs.
FINANCIAL IMPACT:
The project, if brought to Union County, would have an economic development incentive grant in an
amount-not-to-exceed $141,000 but would generate approximately $217,000 in ad valorum taxes
over the 5-year grant period. Actual tax revenue for the County will be based on the assessed value
of the investment each year by the Union County Tax Administration Office and will vary each year
depending upon the depreciation schedule and the timing of the investments.
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