Commissioners Draft Agenda Package 3-Nov-25Monday, November 3, 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 November 3, 2025
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Vice Chair Brian Helms
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Consent Agenda
Contract - Utility Locating and Mapping Services25-637
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 1,700+ miles of piping is located near
roadway shoulders in both residential and commercial areas . A State
managed system for locating underground infrastructure exists and is
operated by NC811. Utilities are required by NC General Statute Chapter
87, Article 8A, to mark all requests within 3 days of receipt of the request .
With the proliferation of underground cable and fiber installation
contractors working in Union County, UC Water is overwhelmed with the
number of locate requests it receives .
Water and Wastewater Operations currently has a crew of seven to
complete our ticket load, which is on track to reach 70,000 this year. This
results in 27 locates per day per employee or about one every 18
minutes. As a result, UCW has often had a locate backlog stretching into
the hundreds.
Since then, UCW has added staff to the locate crew, improved
processes, and worked with the contractors to reduce the number of
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Board of Commissioners Meeting Agenda November 3, 2025
requests. This has resulted in elimination of the backlog and being able
to keep up with the workload. This contract for utility locate and mapping
services is a supplement to staff should the workload exceed our staff
resources or require a technology that we do not have (e.g. ground
penetrating radar). Locating underground services requires a very
specific skill set and rapid response given the time frames in which we
must complete the locate tasks. Our efforts have resulted in reduced
pipe breaks and damage, work for our repair crews, and inconvenience to
our customers.
The Procurement Department partnered with Union County Water to
issue a Request for Proposal RFP 2025-054 Utility Locate Services. On
July 15, 2025, four proposals were 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, Surveying and Mapping,
LLC, to provide Utility Locating 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 up to $300,000. Since this
contract contains an initial three-year term, with two additional one-year
renewal options, a total of up to $1,500,000 is estimated to be spent .
Funding is available in the adopted FY 26 budget appropriation with future
expenditures subject to annual BOCC budget appropriation .
Bid Award & Contract - Joe Kerr Sub-Basin Rehabilitation Project25-664
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to B&C Utility Contracting, LLC in the amount of
$379,285.00; 2) authorize the County Manager to i) negotiate and
execute an agreement with B&C Utility Contracting, LLC 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; and 3) adopt Resolution Providing Notice of Construction of
the Joe Kerr Sub-Basin Rehabilitation Project construction .
PRIOR BOARD ACTIONS:
November 18, 2024, Regular Meeting, Agenda Item #24-757 - Approved
Hydrostructures, P.A. (a.k.a. Duke’s d/b/a DH Engineering NC, PLLC)
Task Order 2020-23 for engineering design and construction
administration services.
BACKGROUND:
The Wastewater Rehab & Renewal Program, as adopted by the Board of
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Board of Commissioners Meeting Agenda November 3, 2025
County Commissioners, includes an annual allocation for rehab and
renewal of wastewater infrastructure. This project will include the
rehabilitation of manholes and cleanouts identified in the Six Mile Creek
Basin SSES report for Joe Kerr Sub-Basins M 9, M8, M1, and M5 dated
September 2024.
On November 18, 2024, the BOCC approved Hydrostructures, P .A.
(a.k.a. Duke’s d/b/a DH Engineering NC, PLLC) Task Order 2020-23 for
engineering design and construction administration services for the
project in the amount of $54,000.00.
On September 4, 2025, the Procurement Department partnered with the
Union County Water to issue an Invitation for Bid - IFB 2026-006. On
September 30, 2025, six (6) bids for the title project were received. All
bids were tabulated, reviewed, and certified by Duke ’s d/b/a DH
Engineering NC, PLLC per the attached award recommendation letter
and bid tabulation. The bids ranged from $379,285.00 to $684,580.00;
staff recommends that the project be awarded to the lowest responsive,
responsible bidder, B&C Utility Contracting, LLC, in the amount of
$379,285.00.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60185090 Joe
Kerr Sub-Basin Rehabilitation Project to support the construction contract
amount of $379,285.00 with B&C Utility Contracting, LLC.
Sole Source Standardization Approval and Purchase - Calgon
Carbon Granular Activated Carbon Filter Media Replacement
25-665
INFORMATION CONTACT:
Christopher Clark, Union County Water - Water and Wastewater Division,
Director, 704-296-4215
ACTION REQUESTED:
1) Approve the standardization of Filtrasorb 820 carbon filter media,
manufactured and installed exclusively by Calgon Carbon, as the
County’s granular activated carbon as part of the water treatment process
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:
None.
BACKGROUND:
Since February 2023, The Yadkin River Water Treatment Plant, Union
County Water has operated four filters utilizing granular activated carbon
(GAC) as part of the water treatment process . These filters were initially
equipped with Filtrasorb 820, a high-activity GAC product manufactured
by Calgon Carbon Corporation, as specified by the design-builder .
Following several months of operation and thorough evaluation, Union
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Board of Commissioners Meeting Agenda November 3, 2025
County Water, Water and Wastewater Division, Water Treatment
Department recommends standardizing the use of Filtrasorb 820 for
continued operations .
Filtrasorb 820 is specifically engineered for potable water treatment
applications and is under NSF /ANSI Standard 61 and AWWA B604.
Based on operational experience and laboratory performance data
collected over the past 2½ years, Filtrasorb 820 has proven to be the
most effective solution for maintaining regulatory compliance and
treatment efficiency across all four filters . It has consistently
demonstrated reliable performance in removing organic contaminants,
taste and odor compounds, and disinfection byproduct precursors .
Standardizing the use of Filtrasorb 820 will ensure operational
consistency and support the long-term integrity of Union County ’s water
treatment systems. No other supplier provides this exact formulation nor
can guarantee compatibility with the County ’s existing filter infrastructure.
Therefore, we are requesting the Board to approve Sole Source
Standardization for Filtrasorb 820, manufactured and installed exclusively
by Calgon Carbon Corporation . This request is in accordance with the
Union County Procurement Policy, Section 3.8, Item (ii), a needed
product is available from only one source of supply .
In FY26, Union County Water plans to complete two full carbon media
replacements using Filtrasorb 820. Each filter replacement requires 2,280
cubic feet of media and will be installed by Calgon Carbon . The cost of
each replacement is $180,370.00, resulting in a total planned expenditure
of $360,740.00 for FY26.
FINANCIAL IMPACT:
Funding is available within the adopted FY 2026 Water Treatment
Department Budget to support the purchase amount of $360,740.00.
Contract - Sewer Repair & Rehabilitation Excavation Repairs25-678
INFORMATION CONTACT:
Christopher Clark, Union County Water - Water and 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:
The purpose of this Contract is to provide the UC Water Department with
a Contractor to repair, rehab and replace existing sanitary sewers,
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Board of Commissioners Meeting Agenda November 3, 2025
manholes and service laterals . This Contract will be used to repair sewer
system defects that are allowing substantial rainwater and groundwater
(inflow and infiltration) to enter the sewer system as well as to repair
significant structural defects that are causing re-occurring maintenance
issues.
On June 5, 2025 , the Procurement Department partnered with Water and
Wastewater Operations to issue Invitation For Bid #2025-019 Sewer
Repair & Rehabilitation Excavation Repairs. Only one bid was received,
so the project was rebid on July 7, 2025. On July 18, 2025, one bid for the
project was received and processed . The bid was tabulated, reviewed,
and certified by the Water & Wastewater Operations Department . Staff
recommends that the project be awarded to the lowest responsive,
responsible bidder, GS Construction, Inc d /b/a G.S. Construction Service,
Inc.
FINANCIAL IMPACT:
The estimated annual cost for this service is $150,000. Since this contract
contains an initial term of two years with three one-year renewal options,
a total of $750,000 is estimated to be spent . Funding is available in the
adopted FY2026 budget with future expenditures subject to annual BOCC
budget appropriation .
Contract - Radio Frequency Telemetry Contract25-682
INFORMATION CONTACT:
Christopher Clark, Union County 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:
In order to efficiently manage our water and wastewater system spanning
hundreds of miles, UC Water uses a Supervisory Control and Data
Acquisition (SCADA) network to send information via radio signals that
allow our operators to communicate with and remotely control our
infrastructure. This is standard practice in the utilities industry . Per the
Federal Communications Commission (FCC), Union County Water
currently operates the radio signals of the SCADA system as a secondary
licensed user in certain spectrums of the radio band .
While UC Water has historically experienced no issues with signal
interference, earlier this year our low power signal was overwhelmed by
signal interference operating at a much stronger wattage which rendered
our system inoperable. Working with communications specialists, UC
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Board of Commissioners Meeting Agenda November 3, 2025
Water discovered that it was utilizing a radio frequency that is located on
a specific spectrum licensed to Choctaw Holdings, LLC (“Choctaw”).
Union County was licensed by the FCC as a secondary permitted user on
this frequency, while Choctaw is licensed as the primary user . A
secondary licensee cannot broadcast harmful interference to the primary
license holder of any radio spectrum and must accept interference from
the primary license holder in accordance with FCC regulations . This past
April, Choctaw began operating on the frequency that Union County
Water had been using which caused complete signal loss and shutdown
UC Water’s telemetry control system .
Choctaw subsequently voluntarily shut off its signal for a period of time;
however, Choctaw has indicated they cannot continue to leave their
operations off indefinitely. If Choctaw were to commence operations, the
County would potentially have to operate without SCADA for a period of
time. While we can operate without SCADA for a short time, it is labor
intensive and expensive as it requires staff to drive to each telemetry site
in person.
After several months of negotiation, Union County Water and Choctaw
have come to an agreement to secure lease of a radio frequency that is
dedicated for our use on the spectrum licensed to Choctaw as a primary
licensee free from any spectrum interference . An initial spectrum lease
term of three years is required so that Union County Water can complete
its new SCADA and telemetry system. The lease agreement also has two
additional one-year options that the County may exercise in its discretion .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $61,200. Since this contract
contains a three-year term, with an additional two-year renewal option, a
total of $306,000 is estimated to be spent . Funding is available in the
adopted FY2026 budget appropriation with future expenditures subject to
annual BOCC budget appropriation .
Sole Source Standardization Approval - Knox Box eKey System25-667
INFORMATION CONTACT:
Jon Williams, Union County Fire Marshal ’s Office, Fire Marshal,
704-296-4296
ACTION REQUESTED:
1) Approve the standardization of the Knox eKey System, manufactured
and distributed exclusively by The Knox Company, as the County ’s rapid
entry access solution pursuant to N .C.G.S. §143-129(e) and Section 3.8
of the Union County Procurement Policy and 2) adopt Budget
Amendment 9 and Capital Project Ordinance 350A.
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda # 25-529: Authorized
County Manager to approve contract .
BACKGROUND:
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Board of Commissioners Meeting Agenda November 3, 2025
The Union County Fire Marshal ’s Office currently utilizes KnoxBox 3200
units as the standardized rapid entry system across the County for
emergency access. As part of a department-wide modernization effort,
the Fire Marshal’s Office is transitioning from mechanical key cylinders to
the electronic Knox eKey system, which provides secure access, audit
trail capabilities, and integration with KnoxConnect® management
software. The Knox eKey cylinders are required for this upgrade and are
only available from The Knox Company, which is the sole source
manufacturer and distributor of these proprietary components .
Using a different manufacturer’s product would require replacement of the
entire existing KnoxBox infrastructure, which would significantly increase
costs and disrupt operational consistency . Therefore, we are requesting
the Board to approve Sole Source Standardization for the Knox eKey
System, manufactured and distributed exclusively by The Knox Company .
This request is in accordance with the Union County Procurement Policy,
Section 3.8, Item (ii), a needed product is available from only one source
of supply.
FINANCIAL IMPACT:
None.
JROTC Proclamations to be Awarded at the 2025 Veterans Day
Celebration
25-673
INFORMATION CONTACT:
Michelle Marcano, Human Services Agency - Veterans Services, Director,
704-283-3711
ACTION REQUESTED:
Adopt Junior Reserve Officers’ Training Corps (JROTC) proclamations to
be awarded at the Veterans Day Celebration on November 8, 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In October 2002, the Union County Board of Commissioners established
the Patriot Award to recognize one outstanding Junior Reserve Officers ’
Training Corps (JROTC) cadet from each of the high school programs in
Union County. The recipient will be selected for demonstrating a high
degree of patriotism, leadership, military bearing, scholarship and general
excellence. Each high school’s JROTC Senior Instructor selects a cadet
to receive the Patriot Award .
FINANCIAL IMPACT:
Cost to frame awards & medallion ribbons approximately $200.00.
Memorandum of Agreement between The Public Health Authority of
Cabarrus County d.b.a. Cabarrus Health Alliance and Union County
Health Department
25-676
INFORMATION CONTACT:
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Board of Commissioners Meeting Agenda November 3, 2025
Stephanie Starr, Human Services Agency - Community Support and
Outreach, Director, 704-296-4302; Traci Colley, Human Services Agency
- Public Health, Director, 704-296-3717
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) March 4, 2024, Regular Meeting, Agenda Item # 24-135 - Approved
Memorandum of Agreement between The Public Health Authority of
Cabarrus County d.b.a. Cabarrus Health Alliance and Union County
Health Department.
2) November 18, 2024, Regular Meeting, Agenda Item #24-768-
Approved Memorandum of Agreement between The Public Health
Authority of Cabarrus County d .b.a. Cabarrus Health Alliance and Union
County Health Department .
3) May 19, 2025, Regular Meeting, Agenda Item #25-291- Approved
Contract and Budget Amendment - Memorandum of Agreement between
The Public Health Authority of Cabarrus County d .b.a. Cabarrus Health
Alliance and Union County Health Department
BACKGROUND:
Union County Human Services Agency, along with Catawba County,
Gaston County, Mecklenburg County, and Rowan County, were
approached in January 2023 by Cabarrus Health Alliance (CHA)
regarding our interest in participating in a regional grant initiative in which
they were applying. CHA will provide leadership and maintain fiduciary
responsibilities associated with the Racial & Ethnic Approaches to
Community Health (REACH) program’s grant funding, which has been in
place since 1999 through the National Center for Chronic Disease
Prevention and Health Promotion . The purpose of the 5-year REACH
program is to improve health, prevent chronic disease (i.e., hypertension,
heart disease, type 2 diabetes, and obesity), and reduce health
disparities in local communities. The grant strategies for year three
include:
·Food and nutrition security through the promotion of food service
and nutrition guidelines and the expansion of existing fruit and
vegetable vouchers incentive .
·Safe and accessible physical activity.
Since these are shared goals of our Human Services Agency and
consistent with our current work efforts in Union County, it is
advantageous for us to be a partner county in the regional initiative and
gain the benefit of the available funding . Year three funding, which is
eligible for expenses from November 1, 2025, through June 30, 2026, will
go towards funding current staff time conducting activities, training and
education efforts, marketing and communication, and operational
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Board of Commissioners Meeting Agenda November 3, 2025
expenses such as meetings and outreach events .
Following are a few examples of how we will use these funds :
·Nutrition: Enhance accessibility to the Farmer's Market for WIC
and Senior Nutrition program participants w / coupons for fresh,
locally grown fruits & vegetables and create a communication
campaign to promote this . In addition, assist our community
partners with creating on-site food pantries and emergency
management plans.
·Physical Activity: Conduct data collection through focus groups &
walkability assessments; replace signs where needed (with
NCDOT) that highlight trails, parks, greenways, bicycle paths,
sidewalks, etc. Work with local Parks and Recreation & Planning
departments to promote & increase outside physical activity &
activity-friendly routes in priority communities .
The CHA submitted the grant application in early April 2023, and the
grant was awarded in September 2023. The CHA will receive $1,021,899
annually for five years . As a partner County in this regional effort, Union
County received a subaward of $126,618 in the first year, $88,633 in year
two, $66,475 in year three, and TBD in future years .
FINANCIAL IMPACT:
Union County will receive $66,475 in FY2026 from the Cabarrus Health
Alliance. No County funding is required or requested . These funds are
already recognized in the FY2026 budget.
September 2025 NCVTS Motor Vehicle Tax Report25-674
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 September 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:
$5,839.08
Grant Application - Department of Military and Veteran Affairs25-679
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application
and make necessary assurances and certifications associated with the
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Board of Commissioners Meeting Agenda November 3, 2025
grant applications as substantially consistent with this agenda item, which
includes the authorization to execute documents related to award of the
grant and budget funds as appropriate .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Session Law 2023-134, Section 33.13(a) directed the North Carolina
Department of Military and Veterans Affairs (NCDMVA) to establish a
grant program for existing county veterans offices (CVOs) to provide
services to veterans. A grant may be awarded up to $20,000.
FINANCIAL IMPACT:
Union County anticipates requesting $20,000 for public outreach, services
to veterans, and technology purchases to assist with serving veterans in
Union County.
Contract - Creative Services25-687
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
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:
This agreement meets the definition of a Fixed Price Term Agreement
under the BOCC-adopted Fixed Price Term Agreements Policy . This
agenda item includes a request for the Board to approve this agreement
under the Fixed Price Term agreement Policy . The Procurement
Department partnered with Public Communications to issue Request for
Proposals 2026-007 Creative Services. On June 29, 2025, 29 proposals
were received and reviewed by an evaluation team in accordance with
applicable evaluation criteria for this project . The six (6) top-ranked
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 offerors, My House of Design, Flick Studios,
Threaded Marketing Group, and Walk West, to provide supplemental
graphic design, photography, and /or videography service(s). This contract
has an initial term of three- years with two, one (1) year renewal options
at the sole discretion of the County and is subject to annual budget
appropriation.
FINANCIAL IMPACT:
Expenditures under the contracts are based upon departmental usage .
Departments will utilize the funding as appropriated for FY 2026 for Union
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Board of Commissioners Meeting Agenda November 3, 2025
County’s creative services. Future year annual expenditures are subject
to appropriation by the Board of Commissioners.
Minutes for Approval25-680
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Draft minutes have been emailed to the Board for review and approval.
FINANCIAL IMPACT:
None.
Information Only
Tax Collector’s Departmental Report for September 202525-663
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 September 2025 as required by NCGS
105-350(7).
FINANCIAL IMPACT:
None.
Tax Refunds, Releases and Prorations Approved by Finance Officer25-669
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
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Board of Commissioners Meeting Agenda November 3, 2025
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 September 2025 NCVTS releases and refunds less
than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Human Resources Reports for September 202525-671
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
September 2025.
FINANCIAL IMPACT:
None.
FY 2025 Annual Performance Report25-672
INFORMATION CONTACT:
Megan Parks, County Manager’s Office - Strategy & Innovation, Director,
704-292-2578
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This Annual Performance Report highlights the County’s progress in
advancing strategic objectives for Fiscal Year 2024-2025. The report
showcases innovative approaches, improved service delivery, and the
dedication of County employees who work every day to provide quality
services enhancing our community.
While this report does not highlight performance measures from every
department, additional performance measures and related data can be
found in individual department sections of Union County’s annually
adopted budget document. This report highlights initiatives and metrics
within key areas of focus across County services, representing only a
sample of all services provided by the County.
FINANCIAL IMPACT:
None.
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Board of Commissioners Meeting Agenda November 3, 2025
Facilities Major Capital Projects Update - Quarterly Report25-675
INFORMATION CONTACT:
Linda Whitaker, Facilities & Fleet Management, Assistant Director Design
and Construction, 704-420-2626
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly major capital projects update for projects managed
by the Facilities and Fleet Management Department.
FINANCIAL IMPACT:
None.
Business
Union County Public Schools Funding Update25-695
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive information from staff.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff will provide a presentation on county funding for Union County
Public Schools.
FINANCIAL IMPACT:
None.
State Budget Update25-684
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive an update on the state budget.
BACKGROUND:
Staff will provide the latest information to the Board of Commissioners
regarding the status of state budget negotiations and other items of
interest related to the State’s budget.
FINANCIAL IMPACT:
None.
Appointments to Boards & Committees25-681
INFORMATION CONTACT:
Lynn West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
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Board of Commissioners Meeting Agenda November 3, 2025
Appointment to fill the Chief of Police position on the Union County
Juvenile Crime Prevention Council.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
A vacancy exists on the Union County Juvenile Crime Prevention Council
(JCPC) for a Chief of Police. William “Rhett” Bolen, Monroe Police Chief
has applied to fill this position .
FINANCIAL IMPACT:
None.
County Manager's Comments
Commissioners' Comments
Adjournment
Page 14 of 14
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-637 Agenda Date:11/3/2025
TITLE:..title
Contract - Utility Locating and Mapping 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 1,700+ miles of piping is
located near roadway shoulders in both residential and commercial areas. A State managed system
for locating underground infrastructure exists and is operated by NC811. Utilities are required by NC
General Statute Chapter 87, Article 8A, to mark all requests within 3 days of receipt of the request.
With the proliferation of underground cable and fiber installation contractors working in Union County,
UC Water is overwhelmed with the number of locate requests it receives.
Water and Wastewater Operations currently has a crew of seven to complete our ticket load, which is
on track to reach 70,000 this year. This results in 27 locates per day per employee or about one
every 18 minutes. As a result, UCW has often had a locate backlog stretching into the hundreds.
Since then, UCW has added staff to the locate crew, improved processes, and worked with the
contractors to reduce the number of requests. This has resulted in elimination of the backlog and
being able to keep up with the workload. This contract for utility locate and mapping services is a
supplement to staff should the workload exceed our staff resources or require a technology that we
do not have (e.g. ground penetrating radar). Locating underground services requires a very specific
skill set and rapid response given the time frames in which we must complete the locate tasks. Our
efforts have resulted in reduced pipe breaks and damage, work for our repair crews, and
inconvenience to our customers.
The Procurement Department partnered with Union County Water to issue a Request for Proposal
RFP 2025-054 Utility Locate Services. On July 15, 2025, four proposals were received and reviewed
Union County, NC Printed on 10/24/2025Page 1 of 2
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File #:25-637 Agenda Date:11/3/2025
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,
Surveying and Mapping, LLC, to provide Utility Locating 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 up to $300,000. Since this contract contains an initial
three-year term, with two additional one-year renewal options, a total of up to $1,500,000 is
estimated to be spent. Funding is available in the adopted FY26 budget appropriation with future
expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 10/24/2025Page 2 of 2
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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 SURVEYING AND
MAPPING, LLC, a Texas limited liability company authorized to do business in North Carolina,
whose address is 9800 Southern Pine Blvd., Suite I, Charlotte, NC 28273, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain utility location 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. 2025-054 Utility Locate Services, which 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
Contractor’s Appendix A – Cost Proposal (the “Cost Proposal”) for performance of the Services,
which Cost Proposal is attached hereto and 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 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 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
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.
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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 shall release or discharge the assignor from any duty or responsibility under this
Agreement.
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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.]
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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 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
SURVEYING AND MAPPING, 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
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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. 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.
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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: Water & Wastewater
Contract #: 9899
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.
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Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-664 Agenda Date:11/3/2025
TITLE:..title
Bid Award & Contract - Joe Kerr Sub-Basin Rehabilitation Project
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to B&C Utility Contracting, LLC in the amount of $379,285.00; 2) authorize the
County Manager to i) negotiate and execute an agreement with B&C Utility Contracting, LLC
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; and 3) adopt Resolution Providing Notice of Construction of
the Joe Kerr Sub-Basin Rehabilitation Project construction.
PRIOR BOARD ACTIONS:
November 18, 2024, Regular Meeting, Agenda Item #24-757 - Approved Hydrostructures, P.A. (a.k.a.
Duke’s d/b/a DH Engineering NC, PLLC) Task Order 2020-23 for engineering design and
construction administration services.
BACKGROUND:
The Wastewater Rehab &Renewal Program,as adopted by the Board of County Commissioners,
includes an annual allocation for rehab and renewal of wastewater infrastructure.This project will
include the rehabilitation of manholes and cleanouts identified in the Six Mile Creek Basin SSES
report for Joe Kerr Sub-Basins M9, M8, M1, and M5 dated September 2024.
On November 18,2024,the BOCC approved Hydrostructures,P.A.(a.k.a.Duke’s d/b/a DH
Engineering NC,PLLC)Task Order 2020-23 for engineering design and construction administration
services for the project in the amount of $54,000.00.
On September 4,2025,the Procurement Department partnered with the Union County Water to issue
an Invitation for Bid -IFB 2026-006.On September 30,2025,six (6)bids for the title project were
received.All bids were tabulated,reviewed,and certified by Duke’s d/b/a DH Engineering NC,PLLC
per the attached award recommendation letter and bid tabulation.The bids ranged from $379,285.00
to $684,580.00;staff recommends that the project be awarded to the lowest responsive,responsible
bidder, B&C Utility Contracting, LLC, in the amount of $379,285.00.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60185090 Joe Kerr Sub-Basin Rehabilitation
Union County, NC Printed on 10/20/2025Page 1 of 2
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File #:25-664 Agenda Date:11/3/2025
Project to support the construction contract amount of $379,285.00 with B&C Utility Contracting, LLC.
Union County, NC Printed on 10/20/2025Page 2 of 2
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October 2, 2025
Mr. Grant Moore, PE
Union County Water
500 N. Main Street
Monroe, NC 28112
Re: Recommendation of Award – BID No. 2026-006
Joe Kerr Sub-Basin Manhole Rehabilitation Project
Union County Water
Monroe, North Carolina
Dear Mr. Moore:
Sealed bids for the Joe Kerr Sub-Basin Manhole Rehabilitation Project were opened at 2 p.m. on
September 30th, 2025. Six bids were received, and they are tabulated on the attached Certified Bid
Tabulation. A summary of the bids follows:
BIDDER TOTAL BID PRICE
B&C Utility Contracting LLC $379,285.00
Hydro-Klean, LLC $534,599.00
Mid Atlantic Sewer, LLC $538,550.00
Nu-Pipe, LLC $495,439.53
SOS General Construction Inc. $684,580.00
Mainlining America, LLC $497,825.00
B&C Utility Contracting, LLC (NCGC #101288) is currently licensed in North Carolina. They are not
listed on the State/Federal Government Debarment registries, or any Do-Not-Contract lists published
by the NC Department of State Treasurer.
B&C Utility Contracting has a favorable reputation for providing quality workmanship and materials.
They have performed successful manhole rehabilitation projects and are recommended by multiple
public works entities.
Therefore, Dukes/DH Engineering recommends award of this project to B&C Utility Contracting, LLC
in the amount of $379,285.00
If you have any questions, please feel free to contact me.
Sincerely,
Dukes/DH Engineering NC, PLLC
A. Trey Lineberry, P.E.
Project Engineer
Attachments: Certified Bid Tabulation
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RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF
JOE KERR SUB-BASIN MANHOLE REHABILITATION
PROJECT CONSTRUCTION
WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners and adjacent
property owners prior to commencement of any construction project by the county; and
WHEREAS, G.S. § 153A-457 provides that notice of a county construction project is deemed
sufficient if notice of the construction project is given in any open meeting of the county prior to
the commencement of the construction project; and
WHEREAS, the Union County Board of Commissioners desires to give notice of construction of
the Joe Kerr Sub-Basin Manhole Rehabilitation Project prior to commencement of project
construction as required by G.S. § 153A-457.
NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners that:
1. Union County may commence construction of the Joe Kerr Sub-Basin Manhole
Rehabilitation Project on property as shown on the attached map after the award date of
the construction contract for the project.
2. This resolution and notice is adopted in accordance with the construction notice
requirements of G.S. § 153A-457.
Adopted this the 3rd day of November, 2025.
Attest:
Lynn West Melissa Merrell
Clerk to the Board Chair, Union County Board of Commissioners
65
Pittsboro, North Carolina 27312
Tel (919) 542-5002 Fax (919) 542-6835
PO Box 1537 - 126 Commerce CourtDESIGNED:SHEET NO.SCALE:DRAWN:CHECKED:DATE:PROJ:DWG:DATENO.DESCRIPTION
REVISIONS
BYOF
INDEX SHEET
UNION COUNTY WATER
JOE KERR SUBBASIN
MANHOLE REHABILITATION442536 X 2407.25ATLATLUMNTS1566
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-665 Agenda Date:11/3/2025
TITLE:..title
Sole Source Standardization Approval and Purchase - Calgon Carbon Granular Activated Carbon
Filter Media Replacement
INFORMATION CONTACT:
Christopher Clark, Union County Water - Water and Wastewater Division, Director, 704-296-4215
ACTION REQUESTED:
1) Approve the standardization of Filtrasorb 820 carbon filter media, manufactured and installed
exclusively by Calgon Carbon, as the County’s granular activated carbon as part of the water
treatment process 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:
None.
BACKGROUND:
Since February 2023, The Yadkin River Water Treatment Plant, Union County Water has operated
four filters utilizing granular activated carbon (GAC) as part of the water treatment process. These
filters were initially equipped with Filtrasorb 820, a high-activity GAC product manufactured by
Calgon Carbon Corporation, as specified by the design-builder. Following several months of
operation and thorough evaluation, Union County Water, Water and Wastewater Division, Water
Treatment Department recommends standardizing the use of Filtrasorb 820 for continued operations.
Filtrasorb 820 is specifically engineered for potable water treatment applications and is under
NSF/ANSI Standard 61 and AWWA B604. Based on operational experience and laboratory
performance data collected over the past 2½ years, Filtrasorb 820 has proven to be the most
effective solution for maintaining regulatory compliance and treatment efficiency across all four filters.
It has consistently demonstrated reliable performance in removing organic contaminants, taste and
odor compounds, and disinfection byproduct precursors.
Standardizing the use of Filtrasorb 820 will ensure operational consistency and support the long-term
integrity of Union County’s water treatment systems. No other supplier provides this exact formulation
nor can guarantee compatibility with the County’s existing filter infrastructure. Therefore, we are
requesting the Board to approve Sole Source Standardization for Filtrasorb 820, manufactured and
installed exclusively by Calgon Carbon Corporation. This request is in accordance with the Union
County Procurement Policy, Section 3.8, Item (ii), a needed product is available from only one source
Union County, NC Printed on 10/24/2025Page 1 of 2
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File #:25-665 Agenda Date:11/3/2025
of supply.
In FY26, Union County Water plans to complete two full carbon media replacements using Filtrasorb
820. Each filter replacement requires 2,280 cubic feet of media and will be installed by Calgon
Carbon. The cost of each replacement is $180,370.00, resulting in a total planned expenditure of
$360,740.00 for FY26.
FINANCIAL IMPACT:
Funding is available within the adopted FY2026 Water Treatment Department Budget to support the
purchase amount of $360,740.00.
Union County, NC Printed on 10/24/2025Page 2 of 2
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September 17, 2025
Union County Government
Yadkin River Water Treatment Plant
3522 New Salem Road
Monroe, NC 28110
Mr. Brian Jackson:
This letter serves to clarify the unique characteristics and market standing of Calgon Carbon’s Filtrasorb 820
granular activated carbon (GAC) product.
Filtrasorb 820 originates from metallurgical grade bituminous coal mined in the United States of America. The raw
coal is subsequently manufactured into GAC via reagglomeration and thermal activation processes, again in the
United States. The consistent performance and physical properties of Filtrasorb 820 are directly attributable to the
consistent physical properties of the raw materials and performance of the manufacturing processes.
The unique mixture of raw materials and manufacturing approaches influence the properties of the final GAC
product. The density, abrasion, ash, and adsorption characteristics for Filtrasorb 820 are unique to this product, and
are all dictated by the specific combination of raw materials and process conditions. To obtain a product that
delivers the consistent, high-level performance of Filtrasorb 820, you must specify and purchase Filtrasorb 820.
Calgon Carbon Corporation is the sole manufacturer and supplier of this material.
Sincerely,
Michael Prevade
Michael Prevade
National Accounts Manager – Drinking Water Solutions
Calgon Carbon Corporation
724-417-0405
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July 18, 2025
Brian Jackson
Union County NC
Water Treatment Superintendent
980-669-9199
Dear Brian,
Calgon Carbon is pleased to provide the following quote for the following scopes at the Yadkin
Water Treatment Facility.
GAC Filter Information:
• Number of Filters: 4
• Filter Size: 30’x19’x4’ bed depth
• Filter Volume 2,280 ft3 each
• Carbon Type: Filtrasorb 820
SCOPE: 2,280 ft3 of Filtrasorb 820 with standard turnkey carbon exchange:
Pricing: $180,370.00 delivered to North Carolina.
• Removal of approximately 2,280 ft3 of spent carbon from (1) filter
• Spent carbon will be educted from filter into open top dump trailers
• Return spent to CCC facility for reactivation/disposal (based on approved CAN)
• If required filter will be disinfected and tested (by customer)
• Installation of virgin Filtrasorb 820 by CCC personnel (Approximately 72,000 pounds)
• Measure final GAC level after filter is backwashed and drained
• All necessary eduction equipment, hoses, hopper and labor by Calgon Carbon for GAC removal and
replacement in and out of the filter
• Ongoing annual testing of two GAC samples by Calgon Carbon upon request
ITEMS NOT INCLUDED IN THIS OFFER:
• No filter or underdrain repairs or subsequent time needed for such repairs are included in this offer
• No disinfection or subsequent down time or analytical testing is included
• No applicable taxes are included
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SPECIAL TERMS AND CONDITIONS:
1. Upon acknowledgement of any Purchase Order, the Buyer may be requested to complete a Credit
Application and provide Tax Exemption Documentation.
2. The quoted price is valid through April 1, 2026.
3. Proposal is based on acceptance of Calgon Carbons terms and conditions
4. Any carbon return for reactivation is contingent upon approved CAN testing
5. Any disposal cost is customer responsibility
Please feel free to contact me if you have any questions or need any additional information.
Sincerely,
Calgon Carbon Corporation
Michael Prevade
National Accounts Manager
Drinking Water Solutions
(724) 417-0405
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PRODUCT SPECIFICATIONS
FILTRASORB 820 GRANULAR ACTIVATED CARBON
Product Specification: FILTRASORB 820M Value Test Method
Iodine Number (mg/g), min. 900 ASTM D4607
Moisture, weight %, max. 2 ASTM D2867
Effective size, mm 1.0 – 1.2 ASTM D2862
Uniformity Coefficient, max. 1.5 ASTM D2862
Abrasion No., min. 75 AWWA B604
Trace Capacity Number, (mg/cc), min. 9 TM-79, TM-85 (converted to TCN)
Screen Size (US Sieve), weight %
* Larger than No. 8, max. 5 ASTM D2862
* Smaller than No. 20, max. 4 ASTM D2862
Ash, weight %, max. 10% ASTM D2866
Typical Property Value
Apparent Density, g/cc 0.56 ASTM D2854
Water Extractables <1% AWWA B604
Non-Wettable <1% AWWA B604
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GENERAL TERMS AND CONDITIONS
The following terms and conditions shall apply to the performance by Calgon Carbon Corporation (“Calgon Carbon”) of all sales of products
and services (defined herein as “Products”) pursuant to the Agreement.
1. Price and Payment. Unless otherwise stated in the Agreement: (a) Products will be billed for at the time of delivery; and (b)
Payment terms shall be net 30 days, or net 45 days if paid by Electronic Funds Transfer (ETF). A late payment fee of 1.25% pe r
month, or the highest lawful rate, whichever is less, will apply to all amounts past due, and will be prorated per day.
2. Force Majeure. Calgon Carbon shall have no liability to Customer or its customers or users, and shall have the right to suspend
shipments hereunder, in the event of war, riot, terrorism, accident, explosion, sabotage, flood, acts of God, fire, court order, strike,
labor disturbance, work stoppage, national defense requirements, act of governmental authority, extraordinary failure of equi pment
or apparatus, inability to obtain electricity or other type of energy, raw material, labor, equipment or transportation or other causes
beyond Calgon Carbon's control. It is understood and agreed that settlement of strikes, lockouts and other labor disputes sh all be
entirely within the discretion of Calgon Carbon and that nothing in this Agreement shall require the settlement of strikes, l ockouts and
labor disputes when such course is inadvisable in the sole discretion of Calgon Carbon.
3. Warranty. Calgon Carbon warrants that all Products provided under this Agreement shall conform to the specifications for such
Products for the time period as published by Calgon Carbon from time to time during the term of this Agreement. Calgon Carbon
warrants that any technical assistance will be competent and reflect the professional knowledge or judgment of its representatives.
Calgon Carbon shall correct any failure to conform to either of the applicable foregoing warranties of which it is notified in writing
prior to ninety (90) days after the date of delivery of the allegedly non-conforming Products by replacement of product or
reperformance of services. THE WARRANTIES SET FORTH IN THIS PROVISION ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES
WHETHER STATUTORY, EXPRESS OR IMPLIED (INCLUDING BUT NOT LIMITED TO ALL WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE AND ALL WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE). The remedies provided above
are Customer’s sole remedies for any failure of Calgon Carbon to comply with its obligations. Corrections of any nonconformity in
the manner and for the period of time provided above shall constitute complete fulfillment of all the liabilities of Calgon Carbon
whether Customer’s claims are based in contract, in tort (including negligence or strict liability) or otherwise with respect to or arising
out of the Products furnished hereunder.
4. Indemnification. Subject to Section 5 below, each party during the term of this Agreement to the extent of its negligence or
willful misconduct will indemnify and save the other party harmless at all times against any liability on account of any and all claims,
damages, law suits, litigation, expenses, counsel fees, and compensation arising out of property damages or personal injuries,
(including death), arising out of its performance under this Agreement. Customer will reimburse Calgon Carbon for damages to the
system site or to Calgon Carbon's equipment or goods, caused by the negligence or willful misconduct of Customer, its employees,
representatives, or agents. In the case of intentional or repeated damage, Calgon Carbon shall have the additional right to terminate
this Agreement.
5. Limitation of Liability. Notwithstanding any provision to the contrary herein, the parties hereto agree that in no event shall
Calgon Carbon or its contractors or suppliers of any tier be liable to Customer for any indirect, special, consequential, incidental or
punitive damages as a result of a breach of any provision of this Agreement or for any other claim of any kind arising out of or
relating to this Agreement, whether in contract, in tort (including negligence or strict liability) or otherwise. Notwithstanding any
provision to the contrary herein, for all losses, damages, liabilities or expenses (including attorney’s fees and costs), whether for
indemnity or negligence, including errors, omissions or other acts, or willful misconduct, or based in contract, warranty (in cluding any
costs and fees for repairing, replacing or re-performing services or curing a breach hereof), or for any other cause of action
(individually, a "Claim"; collectively, "Claims"), Calgon Carbon’s liability, including the liability of its insurers, employ ees, agents,
directors, and officers and all other persons for whom Calgon Carbon is legally responsible, shall not, to the maximum extent
permitted by law, exceed in the cumulative aggregate with respect to all Claims arising out of or related to this Agreement, the lesser
of (a) the total amount of compensation paid to Calgon Carbon hereunder, and (b) One Million Dollars ($1,000,000).
6. Taxes, Permits, Tariffs, and Licenses. The fees do not include any Federal, state or local property, license, privilege, sales,
use, excise, gross receipts or other like taxes, tariffs or duties, licenses, or other assessments which may now or hereafter be
applicable to, measured by or imposed upon or with respect to the transaction, the property, its sale, value or use, or any services
performed in connection therewith. Customer agrees to pay any sales and use taxes upon or measured by Calgon Carbon's
services provided hereunder and for all applicable licenses, property taxes, personal property taxes and other taxes, fees, or
assessments imposed on the Products or upon the installation and operation of the Products (except taxes on Calgon Carbon’s
income) and will prepare and submit all documents, plans, and schedules that may be required by governmental agencies with the
reasonable assistance of Calgon Carbon where necessary. Customer shall provide Calgon Carbon with a direct pay permit for sales
tax, an affidavit of sales tax exemption, or an affidavit that Products are exempt from sales tax, or Calgon Carbon has the right to
invoice Customer for said taxes on each invoice.
7. Title; Risk of Loss. Calgon Carbon warrants that it is the lawful owner of and has the right to sell the products under this Agreement and
will defend the same against all lawful claims and demands of all persons. The risk of loss due to casualty or destruction shall be borne by
Customer upon Calgon Carbon's tender of the Products to the carrier for transportation to Customer. Notwithstanding the foregoing or the
provisions of the UCC or INCOTERMS, title to the goods, and all accessions to or products of the goods, shall remain with Cal gon Carbon
until the later of (a) payment in full of the purchase price and of other amounts owing by the Customer and (b) delivery to the Customer, if
the Customer is located outside the United States.
8. Inspection. Customer shall have the right to inspect the Products delivered under this Agreement and agrees promptly to notify Calgon
Carbon of any nonconformity, defective condition or breach of warranty, and unless Customer gives prompt written notice to Calgon Carbon
of such breach of warranty, Customer’s rights and remedies under this Agreement shall be deemed to have been waived. No claim for
breach of warranty may be made by Customer more than ninety (90) days after date of delivery of such Product to Customer hereunder.
9. Termination. Calgon Carbon may cancel this Agreement if any of the following occurs: (a) Customer becomes insolvent; (b) Customer
ceases to conduct its operations in the normal course of business; (c) Customer is unable to meet its obligations as they mature, or admits
75
in writing such inability or fails to provide adequate assurances of its ability to perform its obligations hereunder; (d) Customer files a
voluntary petition in bankruptcy; (e) Customer suffers the filing of an involuntary petition in bankruptcy and the same is no t dismissed
within thirty (30) days after filing; (f) a receiver, custodian or trustee is appointed for Customer or for a substantial part of its property; (g)
Customer fails to make payment on the terms and within the time specified in this Agreement, or breaches any other obligation s under this
Agreement; or (h) Customer executes an assignment for the benefit of its creditors. In the event of such cancellation, Calgon Carbon shall
have all rights and remedies set forth in the UCC of any applicable jurisdiction and all other remedies available at law or in equity.
10. Export Controls. Customer acknowledges that the Products and related technology are subject to U.S. export controls and economic
sanctions, which may include the International Traffic in Arms Regulations (“ITAR”), the Export Administration Regulations (“EAR”) and
regulations promulgated by the U.S. Department of the Treasury Office of Foreign Assets Control. Customer further acknowledges that the
reexport of the Products and/or related technology to a third country or retransfer to an unapproved end user may require a l icense or
other authorization from the Government of the United States. Such licenses or other authorizations may impose further restr ictions on
the reexport or retransfer of the Products and/or related technology. U.S. law also restricts the reexport or retransfer of U.S.-origin goods,
technology, or services to countries or persons subject to U.S. sanctions or embargoes. Customer agrees to comply with all applicable U.S.
export control and economic sanctions laws and regulations. It is the sole responsibility of the Customer to apply for and obtain any
necessary licenses or other authorizations prior to any reexport or retransfer of the Products and/or related technology. Calgon Carbon
makes no warranty that any such licenses or other authorizations will be granted, and shall have no liability for Customer’s inability to
obtain such licenses or other authorization or for any violation by Customer of any applicable export control and/or economic sanctions
laws and regulations. Customer will indemnify Calgon Carbon and hold it harmless from any liability resulting from Customer’s violation of
this provision or applicable export laws or regulations. Notwithstanding any other provision in this Agreement, Calgon Carbon shall have
the right to terminate this Agreement immediately upon the determination by Calgon Carbon, in Calgon Carbon’s sole discretion, that
Customer has breached, intends to breach, or insists upon breaching any of the provisions in the above clauses.
11. Confidentiality. Other than in the performance of the terms of the Agreement, neither Customer nor its agents, employees, or
subcontractors shall use or disclose to any person or entity any confidential information of Calgon Carbon (whether written, oral, electronic
or other form) that is obtained or otherwise prepared or discovered in connection with this Agreement. Customer agrees that all pricing,
discounts, design drawings and technical information that Calgon Carbon provides to Customer are the confidential and proprietary
information of Calgon Carbon, whether or not otherwise identified as such. The obligations under this section continue perpetually and
survive the termination or expiration of any underlying agreement between the parties. The provisions of this section relati ng to use and
disclosure shall not apply to any information that: (a) is or becomes generally available to the public other than as a result of a disclosure
by Customer under this Agreement; (b) becomes available to Customer from a source other than Calgon Carbon without breach of any
obligation of confidentiality; (c) was independently developed by Customer without violation of Calgon Carbon’s rights and wi thout
reference to the confidential information, as evidenced by written records, maintained in the ordinary course of business by Customer; (d)
is used or disclosed with the prior written approval of Calgon Carbon; (e) is information previously known to Customer as evidenced by
written records maintained by Customer in the ordinary course of business, and not otherwise subject to any confidentiality restrictions; or
(f) Customer becomes legally compelled (by oral questions, interrogatories, requests for information or documents, subpoenas,
investigative demands or similar process) to disclose. If Customer becomes legally compelled (by oral questions, interrogatories, requests
for information or documents, subpoenas, investigative demands or similar process) to disclose any of the confidential information,
Customer shall provide Calgon Carbon with prompt written notice so that Calgon Carbon may seek a protective order or other appropriate
remedy or waive compliance with the provisions of this Agreement. If such protective order or other remedy is not obtained, or if Calgon
Carbon waives compliance with the provisions of this Agreement, Customer shall furnish only that portion of the confidential information
which Customer is legally required to disclose and shall exercise its reasonable efforts to obtain reliable assurance that confidential
treatment shall be accorded the confidential information.
12. Assignment. Neither party may assign this Agreement, including without limitation any of its rights or obligations hereunder, without
the express written consent of the other party hereto; provided that Calgon Carbon may assign this Agreement, including without limitation
any of its rights or obligations hereunder, to any of its parents, subsidiaries or affiliates or to any third party which mer ges with Calgon
Carbon or acquires all or substantially all of its business and assets or a substantial part of its assets or business relating to the Products
without Customer’s consent.
13. Governing Law. This Agreement will be governed by, construed and enforced in accordance with the laws of the Commonwealth of
Pennsylvania, without regards to its conflict of law principles. The UN Convention on Contracts for the International Sale of Goods shall not
apply to the transaction represented hereby. The parties hereto agree to the exclusive jurisdiction of any state court situated in Allegheny
County, Pennsylvania or in any Federal court situated in the Western District of Pennsylvania.
14. Management of Change. Calgon Carbon is constantly striving to improve its products and capabilities and to provide the best product
to it customers. Calgon Carbon may from time to time develop product improvements or alterations with respect to the Products hereunder
(the “Product Improvements”), and Calgon Carbon may implement such Product Improvements without notice to Customer so long as the
performance of the Products will not be materially diminished, as determined in Calgon Carbon’s sole discretion, and so long as Calgon
Carbon has not separately agreed in writing to provide such notification to Customer. In the event that Calgon Carbon has ag reed in writing
to provide notice of Product Improvements to Customer (the "Notice”), then Calgon Carbon shall provide such Not ice in accordance with
the terms set forth in the separate writing.
15. Definitions. Terms used in this Agreement that are defined by the Uniform Commercial Code of the Commonwealth of Pennsylvania
shall have the meanings contained therein.
16. Miscellaneous.
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a) In the event of any legal proceeding between Customer and Calgon Carbon relating to the Agreement or the Products, neither
party may claim the right to a trial by jury, and both parties waive any right they may have under applicable law or otherwise to a
trial by jury.
b) In the event that any one or more provisions contained herein shall be held by a court of competent jurisdiction to be invali d,
illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained herein shall
remain in full force and effect, unless the revision materially changes the bargain.
c) Calgon Carbon’s failure to enforce, or Calgon Carbon 's waiver of a breach of, any provision contained herein shall not constitute
a waiver of any other breach or of such provision.
d) Calgon Carbon reserves the right to correct clerical, arithmetical, or stenographic errors or omissions in the Agreement,
quotations, order acknowledgments, invoices or other documents.
e) Any notice or communication required or permitted hereunder shall be in writing and shall be deemed received when personally
delivered or three (3) business days after being sent by certified mail, postage prepaid, to a party at the address specified
herein or at such other address as either party may from time to time designate to the other.
f) Customer agrees that it will not use Calgon Carbon’s name(s), logo(s) or mark(s) in any public communication or press release,
or for any other marketing or promotional purpose, without Calgon Carbon’s prior written consent.
77
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-678 Agenda Date:11/3/2025
TITLE:..title
Contract - Sewer Repair & Rehabilitation Excavation Repairs
INFORMATION CONTACT:
Christopher Clark, Union County Water - Water and 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:
The purpose of this Contract is to provide the UC Water Department with a Contractor to repair,
rehab and replace existing sanitary sewers, manholes and service laterals. This Contract will be used
to repair sewer system defects that are allowing substantial rainwater and groundwater (inflow and
infiltration) to enter the sewer system as well as to repair significant structural defects that are
causing re-occurring maintenance issues.
On June 5, 2025, the Procurement Department partnered with Water and Wastewater Operations to
issue Invitation For Bid #2025-019 Sewer Repair & Rehabilitation Excavation Repairs. Only one bid
was received, so the project was rebid on July 7, 2025. On July 18, 2025, one bid for the project was
received and processed. The bid was tabulated, reviewed, and certified by the Water & Wastewater
Operations Department. Staff recommends that the project be awarded to the lowest responsive,
responsible bidder, GS Construction, Inc d/b/a G.S. Construction Service, Inc.
FINANCIAL IMPACT:
The estimated annual cost for this service is $150,000. Since this contract contains an initial term of
two years with three one-year renewal options, a total of $750,000 is estimated to be spent. Funding
is available in the adopted FY2026 budget with future expenditures subject to annual BOCC budget
appropriation.
Union County, NC Printed on 10/20/2025Page 1 of 1
powered by Legistar™78
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STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
1. AGREEMENT. This agreement (“Agreement”) is entered into ______________,
by and between UNION COUNTY, a political subdivision of the State of North Carolina
(“Union” or “Owner”), and G. S. CONSTRUCTION, INC. D/B/A G. S. CONSTRUCTION
SERVICE, INC. (“Contractor”), a Georgia corporation authorized to do business in North
Carolina, whose business address is 6404 Buford Highway, Norcross, GA 30071-2236.
2. INDEPENDENT CONTRACTOR. Contractor shall be an independent contractor
in all its activities pursuant to this Agreement. Neither Contractor nor any of its employees are
to be considered Union’s employee or agent for any purpose including, but not limited to, the
accrual of any employee benefits. Contractor is not authorized to represent Union or otherwise
bind Union in any dealings between Contractor and third parties. Any employees furnished by
Contractor under this Agreement shall be deemed to be Contractor’s employees exclusively.
3. SCOPE OF THE WORK. The purpose of this Agreement is to provide Union
with a Contractor to repair, rehab and replace existing sanitary sewers, manholes and service
laterals and perform other miscellaneous sewer system repair work as set forth in this
Agreement. Contractor shall furnish all labor, equipment, tools, materials, supplies,
transportation, tests and supervision required to complete in a workmanlike manner the work
described in the Project Work Assignment Sheets (the form of which is attached as Exhibit A)
(“Work”) which shall be executed from time to time and incorporated into this Agreement.
Union is not financially committed by this Agreement to purchase any minimum amount of
services. The County Manager, or his designee, is authorized to execute Project Work
Assignment Sheets on behalf of Union. All Work shall be performed in accordance with the
standards and specifications described in Union’s Invitation for Bid No. 2025-019, Sewer Repair
& Rehabilitation Excavation Services (the “IFB”), which IFB is incorporated herein by this
reference.
4. ENGINEER. For each Project Work Assignment Sheet assigned to Contractor,
Union may designate a professional engineer (“Engineer”) to act as Union’s representative for
purposes of the individual Project Work Assignment Sheet. In addition to acting as Union’s
representative to the Contractor and on the Work site, as applicable, the Engineer shall perform
site inspections, review all Work as completed, determine if such Work meets the specifications,
and recommend invoices for payment if the Work completed is deemed acceptable. In the event
no Engineer is designated in a Project Work Assignment Sheet, Union shall act as its own
Engineer.
5. PERIOD OF PERFORMANCE. This Agreement shall commence as of the date
first written above and shall continue for a period of two (2) years (the “Initial Term”).
Following the Initial Term, Union, in its sole discretion, may elect to renew this Agreement for
up to three (3) additional one (1)-year terms. Contractor shall promptly commence Work and
shall complete Work as required in the Project Work Assignment Sheets.
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6. PAYMENT FOR WORK. Union shall pay Contractor for Work the amounts set
forth in the Project Work Assignment Sheets, in accordance with the unit cost pricing set forth in
Contractor’s Bid Form in response to the IFB (the “Bid”), which Bid is attached hereto and
incorporated herein by reference. Union shall pay Contractor for Work satisfactorily completed
within thirty (30) days of receipt of a verified invoice by Union’s Finance Division. For
purposes of this Agreement, a “verified invoice” is one in which all pay items listed have been
performed to Union’s satisfaction and to the standards set forth in the IFB. Contractor shall
submit documentation supporting its entitlement to payment as required by Union, and Union
shall have no obligation to pay Contractor unless and until Union has received such
documentation. All payments shall be conditioned upon appropriation by the Union County
Board of Commissioners of sufficient funds for each request for services.
7. LICENSING REQUIREMENTS. Contractor represents and warrants that it is
and shall remain properly licensed at all times in the performance of Work.
8. PERMITS AND LICENSES. Unless otherwise agreed in writing in advance by
Union, Contractor shall obtain and pay for all licenses and permits that are required for it to
perform Work.
9. COMPLIANCE WITH LAWS/COMPLIANCE WITH RULES AND POLICIES
OF UNION. In performing the services pursuant to this Agreement, Contractor shall comply
with all laws, rules, regulations, ordinances, codes, standards, and orders of any and all
governmental bodies, agencies, authorities, and courts having jurisdiction. Contractor also shall
comply with all rules and policies of Union.
10. INSURANCE. Contractor shall comply with the insurance requirements set forth
in Exhibit B, attached and incorporated herein by reference.
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.
11. TAXES. Contractor shall be responsible for paying all taxes, fees, assessments
and premiums of any kind payable on its employees and operations. Contractor shall
substantiate, on demand by Union, that all taxes and other charges are being properly paid.
Pursuant to N.C.G.S. § 105-164.14, Union is eligible for sales and use tax refunds on all materials
which become a permanent part of the construction. Contractor agrees to provide Union such
documentation as may be necessary to meet the requirements of the North Carolina Department of
Revenue regarding requests for refund of sales and use taxes. Such requirements include those
described in the North Carolina Department of Revenue Sales and Use Tax Technical Bulletins § 18-
2(F), outlined below:
To substantiate a refund claim for sales or use taxes paid on purchases of building materials,
supplies, fixtures, and equipment by a contractor, Union must secure from a contractor certified
statements setting forth the specific required information. A “certified statement” is a statement
signed by a contractor’s Union, a corporate officer of a contractor, or an employee of a contractor
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who is authorized to provide information set forth in the statement. The certified statement must
include all of the following information:
a. The date the property was purchased;
b. The type of property purchased;
c. The cost of property purchased and the amount of sales and use taxed paid thereon;
d. The vendor from whom the property was purchased;
e. The project for which the property was purchased;
f. If the property was purchased in the State of North Carolina, the county to which it was
delivered, or, if the property was not purchased in the State of North Carolina, the county in
which the property was used; and
g. The invoice number of the purchase.
In the event Contractor makes several purchases from the same vendor, such certified statement
must indicate the invoice numbers, the inclusive dates of the invoices, the total amount of the
invoices, and the State and local sales and use taxes paid thereon. Such statement must also
include the cost of any tangible personal property withdrawn from Contractor’s warehouse stock
and the amount of State and local sales or use tax paid thereon by Contractor. Any local sales or
use taxes included in Contractor’s statements must be shown separately from the State sales or use
taxes. Contractor’s statements must not contain sales or use taxes paid on purchases of tangible
personal property purchased by Contractor for use in performing the Contract which does not
annex to, affix to or in some manner become a part of the building or structure that is owned or
leased by a governmental agency and is being erected, altered or repaired for use by a
governmental entity as defined by N.C.G.S. § 105-164.14(c). Examples of property on which
sales or use tax has been paid by Contractor and which shall not be included in Contractor’s
certified statement are scaffolding, forms for concrete, fuel for the operation of machinery and
equipment, tools, equipment, equipment repair parts and equipment rentals. Similar certified
statements by Subcontractors must be obtained by Contractor and furnished to Union.
Contractor shall submit notarized sales tax certificates which meet the requirements detailed above
with each Application for Payment. Payment will not be made until the sales tax certificate(s)
have been submitted to Union. Union is the recipient of sales tax refunds and no such funds shall
be provided to Contractor, or claim made by Contractor therefor.
12. WARRANTY OF WORK. Contractor warrants that all Work shall be new,
unless otherwise agreed in the Project Work Assignment Sheets, and of good quality and
performed in a good and workmanlike manner. Contractor shall, at its own expense, at the
request of Union, promptly replace or repair any defective or deficient Work for a period of one
year after completion of Work. The express warranty contained in this section shall not diminish
any of Union’s rights against Contractor with respect to the time within which proceedings may
be commenced to establish Contractor’s liability with respect to Contractor’s obligations other
than specifically to correct Work.
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13. INSPECTION. It is agreed and understood that Union, through its Engineer or
other agents, has the right to inspect the Work for compliance with the specifications, the IFB
and other contract documents, but nothing contained in this Agreement shall be taken or
understood to authorize such control of the Work or delivery of materials as to relieve the
Contractor of its obligations, or as to make the Contractor an agent of Union.
14. FINAL INSPECTION AND PAYMENT. When all Work is completed on a
Project Work Assignment Sheet, the Engineer shall, upon Union’s request, perform an inspection
of the Work and generate a punchlist of defects, deficiencies, and issues for the Contractor to
address. Contractor shall address all deficiencies within twenty-one (21) days, or Work will not
be allowed to continue on other Project Work Assignment Sheets until the deficiencies are
completely addressed. After the Contractor addresses the punchlist to the satisfaction of the
Engineer, Contractor may submit a final invoice for payment on the Project Work Assignment
Sheet.
15. SAFETY. Contractor shall establish and enforce safe working procedures at all
times during its performance of Work in accordance with all federal, state and local laws,
ordinances, rules and regulations pertaining to safety.
16. AGE LIMITS. No employee of Contractor under the age of 18 shall be permitted
on property owned or leased by Union.
17. CLEANUP. Contractor shall keep its work areas clean of debris and excess
materials, and at the end of each day will leave its work areas in broom-clean condition. If
Contractor fails to clean up as required herein, Union may clean up and deduct the cost from
Contractor’s payment.
18. LIABILITY. 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
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.
19. TERMS OF CONTRACT – LIMITATIONS. The Contractor agrees to receive
the unit prices stated in the Bid in full compensation for furnishing materials and labor and for
moving materials and executing all the Work contemplated; to be responsible for all loss or
damage arising out of the nature of the Work aforesaid or from any action of the elements or
from any unforeseen obstruction or difficulties which may be encountered in the prosecution and
delivery of the same, and for all risks of every nature and description arising from the Work and
furnishing the materials until final completion and acceptance; also for expense incurred by or in
consequence of the suspension, delay, interruption or discontinuance of said Work and
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furnishing said materials when the suspension, delay, interruption or discontinuance arises out of
the nature of the Work, from any action of the elements, from any unforeseen obstruction or
difficulty which may be encountered in the prosecution or delivery of the Work or through the
fault or negligence of the Contractor.
20. DEFAULT/TERMINATION. If Contractor fails or refuses to supply sufficient
and properly skilled labor, equipment or materials, or fails in any respect to diligently prosecute
Work, or otherwise is in default or breach of any term of this Agreement, Union may terminate
this Agreement upon twenty-four (24) hours’ written notice. In the event of such termination,
Contractor immediately will stop work and remove its employees from Union’s property. Union
may complete the Work in whatever way it determines best, and at completion of the Work shall
pay Contractor for the value of the Work performed by Contractor (excluding profit) but unpaid
prior to the termination, less any costs incurred by Union to correct any deficiencies or defects
attributable to Contractor’s work.
21. TERMINATION FOR CONVENIENCE. Union may terminate this Agreement
at any time upon three (3) days’ written notice to Contractor. Such termination shall be effective
in the manner specified in such written notice. Upon a termination for convenience, Union shall
pay Contractor for Work performed to the date of termination. Contractor shall accept such
payment in full and final payment and shall make no claim of any kind against Union, including
but not limited to any claim for any additional payment.
22. SUBCONTRACTS. Except with regard to any subcontractors that Contractor
listed in its Bid, Contractor shall not execute any agreement with any subcontractor or permit any
subcontractor to perform any Work included in this Agreement without the prior written
approval of the Engineer, which approval may be conditioned upon compliance of the
subcontractor with all the terms of this Agreement relating to the work of such subcontractor.
23. ASSIGNMENT. Neither this Agreement, nor any payments to be earned
pursuant to this Agreement, may be assigned by Contractor without the prior written consent of
Union.
24. NO WAIVER. Union’s not insisting upon strict compliance with any of the
provisions of this Agreement, or not exercising any of its options provided herein, shall not be
construed as a waiver of its right thereafter to require such compliance or to exercise any such
options.
25. 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.
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26. ENTIRE AGREEMENT. This Agreement represents the entire agreement of the
parties and may not be modified except in writing signed by both parties.
27. GOVERNING LAW. 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.
28. 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.
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 contract to be
duly executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
G. S. CONSTRUCTION, INC. D/B/A
G. S. CONSTRUCTION SERVICE, INC.
By: (SEAL)
Approved as to Legal Form RLM
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EXHIBIT A
PROJECT WORK ASSIGNMENT SHEET
Number: ______
A. This Project Work Assignment Sheet, when executed by BIO-NOMIC SERVICES, INC.
(“Contractor”) and UNION COUNTY (“Union”), shall be subject to the terms of and
incorporated into the Agreement between Contractor and Union dated ____________________.
B. Engineer. For purposes of this Project Work Assignment Sheet, the following Engineer
shall act as Union’s representative: ____________________________________________.
C. Scope of Work. The Work of this Project Work Assignment Sheet consists of:
[Attach Additional Pages As Necessary]
D. Period of Performance. Contractor shall commence and complete the Work under this
Project Work Assignment Sheet as follows:
E. Payment. Union shall pay Contractor for the Work on an hourly basis at the rate set forth
in the Agreement unless otherwise indicated below:
Other Basis of Payment
If payment is to be made on an hourly basis, payment for Work pursuant to this Project Work
Assignment Sheet shall not exceed _________________________ without written approval by
the Union County Manager, or his designee.
THIS PROJECT WORK ASSIGNMENT SHEET is executed as of _______________________
UNION COUNTY G. S. CONSTRUCTION, INC. D/B/A
G. S. CONSTRUCTION SERVICE, INC.
By: (SEAL) By: (SEAL)
Brian W. Matthews, County Manager
Approved as to Legal Form _____
This instrument has been preaudited in the manner required
by The Local Government Budget and Fiscal Control Act.
____________________________________
Deputy Finance Officer
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EXHIBIT B
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’s 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
ADDITIONAL INSURANCE REQUIREMENTS
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION, 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
(including its officers, agents and employees).
86
9
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 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 Union’s Risk Manager at 500 North Main Street, 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 #: 9916
H. Insurance procured by Contractor shall not reduce nor limit Contractor’s
contractual obligation to indemnify, save harmless and defend Union 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.
87
88
89
90
91
92
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-682 Agenda Date:11/3/2025
TITLE:..title
Contract - Radio Frequency Telemetry Contract
INFORMATION CONTACT:
Christopher Clark, Union County 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:
In order to efficiently manage our water and wastewater system spanning hundreds of miles, UC
Water uses a Supervisory Control and Data Acquisition (SCADA) network to send information via
radio signals that allow our operators to communicate with and remotely control our infrastructure.
This is standard practice in the utilities industry. Per the Federal Communications Commission (FCC),
Union County Water currently operates the radio signals of the SCADA system as a secondary
licensed user in certain spectrums of the radio band.
While UC Water has historically experienced no issues with signal interference, earlier this year our
low power signal was overwhelmed by signal interference operating at a much stronger wattage
which rendered our system inoperable. Working with communications specialists, UC Water
discovered that it was utilizing a radio frequency that is located on a specific spectrum licensed to
Choctaw Holdings, LLC (“Choctaw”). Union County was licensed by the FCC as a secondary
permitted user on this frequency, while Choctaw is licensed as the primary user. A secondary
licensee cannot broadcast harmful interference to the primary license holder of any radio spectrum
and must accept interference from the primary license holder in accordance with FCC regulations.
This past April, Choctaw began operating on the frequency that Union County Water had been using
which caused complete signal loss and shutdown UC Water’s telemetry control system.
Choctaw subsequently voluntarily shut off its signal for a period of time; however, Choctaw has
indicated they cannot continue to leave their operations off indefinitely. If Choctaw were to commence
operations, the County would potentially have to operate without SCADA for a period of time. While
we can operate without SCADA for a short time, it is labor intensive and expensive as it requires staff
to drive to each telemetry site in person.
Union County, NC Printed on 10/24/2025Page 1 of 2
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File #:25-682 Agenda Date:11/3/2025
After several months of negotiation, Union County Water and Choctaw have come to an agreement
to secure lease of a radio frequency that is dedicated for our use on the spectrum licensed to
Choctaw as a primary licensee free from any spectrum interference. An initial spectrum lease term of
three years is required so that Union County Water can complete its new SCADA and telemetry
system. The lease agreement also has two additional one-year options that the County may exercise
in its discretion.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $61,200. Since this contract contains a three-year term,
with an additional two-year renewal option, a total of $306,000 is estimated to be spent. Funding is
available in the adopted FY2026 budget appropriation with future expenditures subject to annual
BOCC budget appropriation.
Union County, NC Printed on 10/24/2025Page 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 #:25-667 Agenda Date:11/3/2025
TITLE:..title
Sole Source Standardization Approval - Knox Box eKey System
INFORMATION CONTACT:
Jon Williams, Union County Fire Marshal’s Office, Fire Marshal, 704-296-4296
ACTION REQUESTED:
1) Approve the standardization of the Knox eKey System, manufactured and distributed exclusively
by The Knox Company, as the County’s rapid entry access solution pursuant to N.C.G.S. §143-129
(e) and Section 3.8 of the Union County Procurement Policy and 2) adopt Budget Amendment 9 and
Capital Project Ordinance 350A.
PRIOR BOARD ACTIONS:
September 2, 2025, Regular Meeting, Agenda # 25-529: Authorized County Manager to approve
contract.
BACKGROUND:
The Union County Fire Marshal’s Office currently utilizes KnoxBox 3200 units as the standardized
rapid entry system across the County for emergency access. As part of a department-wide
modernization effort, the Fire Marshal’s Office is transitioning from mechanical key cylinders to the
electronic Knox eKey system, which provides secure access, audit trail capabilities, and integration
with KnoxConnect® management software. The Knox eKey cylinders are required for this upgrade
and are only available from The Knox Company, which is the sole source manufacturer and
distributor of these proprietary components.
Using a different manufacturer’s product would require replacement of the entire existing KnoxBox
infrastructure, which would significantly increase costs and disrupt operational consistency.
Therefore, we are requesting the Board to approve Sole Source Standardization for the Knox eKey
System, manufactured and distributed exclusively by The Knox Company. This request is in
accordance with the Union County Procurement Policy, Section 3.8, Item (ii), a needed product is
available from only one source of supply.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/24/2025Page 1 of 1
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96
1601 W. DEER VALLEY ROAD, PHOENIX, AZ 85027 | T. 800.552.5669 | KNOXBOX.COM
The Knox Company is the sole source vendor for Knox Keysecure products with manufacturing
and/or assembly done in our Phoenix, Arizona facility. As the provider of the patented Knox
eLock System®, Knox maintains the highest level of key and lock control devices and ensures the
manufacturing process is strictly controlled using rigorous protocols.
As the leader in the rapid access product category, the Knox brand is the preferred and trusted
rapid access provider by more than 15,000 first responder departments/agencies throughout the
U.S. and Canada; and is the product most often selected over other lock box programs based on
the company’s more than forty-five-year reputation for integrity, quality, and reliability. Products
include a complete line of eLock and mechanical lock boxes, cabinets, key switches, padlocks, the
MedVault® Narcotics Vault, locking FDC Caps, and the proprietary KnoxConnect® Management
System, used by Fire, EMS, and Law Enforcement departments/agencies.
Knox also manufactures products that electronically secure the Knox Master Key: Sentralok® and
KeySecure® Key Retention Systems, and the Knox KeyDefender that provide keypad access with full
audit trail documentation.
Obtained UL Listings, include the following:
• UL 437: Standard for Key Locks
• UL 508: Standard for Industrial Control Equipment
• UL 1037: Standard for Anti-theft Alarms and Devices
• UL 1332: Standard for Organic Coating for Steel Enclosures for Outdoor Use Electrical Equipment
• UL 1610: Standard for Central-Station Alarm Units
Included with the Knox products are many services that benefit first responders. Mechanical master
keys are provided to only authorized individuals at no charge, records of installation are compiled
on request, and complimentary materials available to property owners.
Knox products satisfy stringent rapid entry requirements. Please contact us if we can provide
additional information.
Sincerely,
Chris Rovenstine
VP, Sales and Marketing
The Knox Company
January 6, 2025
97
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
Other Equipment 82,756 IFT to General Fund 82,756
Explanation:The Fire Marashall office is requested funding be transferred from the Simulcast TDMA Conversation CIP to the Other Equipment
line to purchase knock boxes
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
101117510-5290 Other Equipment 82,756 10110400-5040 IFT from General Fund 82,756
Total 82,756 Total 82,756
Prepared By JPM
Posted By
Date Number
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
BUDGET AMENDMENT
Fire Marshall/CIP Jon William
FY 2026 October 10, 2025
98
UNION COUNTY, NORTH CAROLINA
PUPLIC SAFETY PROJECTS YEAR 2025-2026
CAPITAL PROJECT ORDINANCE #350A
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF
UNION COUNTY, NORTH CAROLINA:
Section I. That for the purpose of providing funds, together with any other previously appropriated
available funds, for the following projects:
Public Safety:
Radio Replacement and Maintenance
TOMA Radio Infrastructure Upgrade VHF Paging System
Union EMS Capital FY 2024
VFD Air Packs FY 2024
Including the replacement of equipment, the acquisition and construction of new facilities, the
acquisition and installation of necessary furnishings and equipment and the acquisition of
interests in real property required therefore, a reduction in the amount of $82,756 is hereby
appropriated, resulting in a revied total project cots of $5,999,153.
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
Section II. That it is estimated that the following revenues will be available during the construction
period to meet the appropriations in Section I, as set forth in the following schedule:
IFT from General Fund $5,999,153
Section III. The attached CPO #350A chart is incorporated herein showing appropriations to date,
additions as of this capital project ordinance, and the total appropriation.
Section IV. That the finance officer is authorized from time to time to transfer as a loan from the
General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount
necessary to meet obligations until such time as financing is arranged, at which time repayment
will be made and the finance officer is authorized to sign the Declaration of Official Intent to
Reimburse Expenditures as required by Internal Revenue Service regulations.
Section V. That the finance officer is authorized at the time of project completion to close out the
capital project and remove it from the general ledger.
Section VI. This capital project ordinance is adopted and effective this 19th day of October 2025.
ATTEST:
___________________________ ______________________________
Lynn G. West, Melissa Merrell
Clerk to the Board Chair, Union County Board of
Commissioners
99
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
IFT from General Fund 6,081,909 (82,756) 5,999,153 Public Safety Capital Projects 6,081,909 (82,756) 5,999,153
-
- - -
Total 6,081,909 (82,756) 5,999,153 Total 6,081,909 (82,756) 5,999,153
EXPLANATION:Reducing IFT from General Fund to provide funding for Knox Box purchasing in operating accounts.
DATE:APPROVED BY:
Source Project Requested Revised Project Project Requested Revised
Description and Code To Date Amendment Project Description and Code To Date Amendment Project
Radio Replacement and Maintenance Radio Replacement and Maintenance
IFT From General Fund 300,000 - 300,000 Other Equipment 300,000 - 300,000
40080157-4010-52024 40080157-5550-52024
TDMA Radio Infrastructure Upgrade TDMA Radio Infrastructure Upgrade
IFT From General Fund 2,455,154 (82,756) 2,372,398 Other Equipment 2,455,154 (82,756) 2,372,398
40080194-4010 40080194-5550
VHF Paging System VHF Paging System
IFT From General Fund 474,755 - 474,755 Other Equipment 474,755 - 474,755
40080195-4010 40080195-5550
Union EMS Capital FY 2024 Union EMS Capital FY 2024
IFT From General Fund 2,300,000 - 2,300,000 Payments to Outside Agencies 2,300,000 - 2,300,000
40080193-4010-52024 40080193-5699-52024
VFD Air Packs FY 2024 VFD Air Packs FY 2024
IFT From General Fund 552,000 - 552,000 Payments to Outside Agencies 552,000 - 552,000
40080164-4010-52024 40080164-5699-52024
Total 6,081,909 (82,756) 5,999,153 Total 6,081,909 (82,756) 5,999,153
Prepared By JM
Posted By
Date Number CPO-350A
PROJECT SOURCES PROJECT USES
CAPITAL PROJECT ORDINANCE AMENDMENT
General CIP Fund Jon Williams
FY 2026 Ocober 10, 2025
Union EMS- E911
VFDs
BOCC/County Manager
Lynn West/Clerk to the Board
FOR FINANCE POSTING PURPOSES ONLY
PROJECT SOURCES PROJECT USES
Communications- E911
100
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-673 Agenda Date:11/3/2025
TITLE:..title
JROTC Proclamations to be Awarded at the 2025 Veterans Day Celebration
INFORMATION CONTACT:
Michelle Marcano, Human Services Agency - Veterans Services, Director, 704-283-3711
ACTION REQUESTED:
Adopt Junior Reserve Officers’ Training Corps (JROTC) proclamations to be awarded at the Veterans
Day Celebration on November 8, 2025.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In October 2002, the Union County Board of Commissioners established the Patriot Award to
recognize one outstanding Junior Reserve Officers’ Training Corps (JROTC) cadet from each of the
high school programs in Union County. The recipient will be selected for demonstrating a high degree
of patriotism, leadership, military bearing, scholarship and general excellence. Each high school’s
JROTC Senior Instructor selects a cadet to receive the Patriot Award.
FINANCIAL IMPACT:
Cost to frame awards & medallion ribbons approximately $200.00.
Union County, NC Printed on 10/20/2025Page 1 of 1
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102
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-676 Agenda Date:11/3/2025
TITLE:..title
Memorandum of Agreement between The Public Health Authority of Cabarrus County d.b.a.
Cabarrus Health Alliance and Union County Health Department
INFORMATION CONTACT:
Stephanie Starr, Human Services Agency - Community Support and Outreach, Director, 704-296-
4302; Traci Colley, Human Services Agency - Public Health, Director, 704-296-3717
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) March 4, 2024, Regular Meeting, Agenda Item # 24-135 - Approved Memorandum of Agreement
between The Public Health Authority of Cabarrus County d.b.a. Cabarrus Health Alliance and Union
County Health Department.
2) November 18, 2024, Regular Meeting, Agenda Item #24-768- Approved Memorandum of
Agreement between The Public Health Authority of Cabarrus County d.b.a. Cabarrus Health Alliance
and Union County Health Department.
3) May 19, 2025, Regular Meeting, Agenda Item #25-291- Approved Contract and Budget
Amendment - Memorandum of Agreement between The Public Health Authority of Cabarrus County
d.b.a. Cabarrus Health Alliance and Union County Health Department
BACKGROUND:
Union County Human Services Agency, along with Catawba County, Gaston County, Mecklenburg
County, and Rowan County, were approached in January 2023 by Cabarrus Health Alliance (CHA)
regarding our interest in participating in a regional grant initiative in which they were applying. CHA
will provide leadership and maintain fiduciary responsibilities associated with the Racial & Ethnic
Approaches to Community Health (REACH) program’s grant funding, which has been in place since
1999 through the National Center for Chronic Disease Prevention and Health Promotion. The
purpose of the 5-year REACH program is to improve health, prevent chronic disease (i.e.,
hypertension, heart disease, type 2 diabetes, and obesity), and reduce health disparities in local
communities. The grant strategies for year three include:
·Food and nutrition security through the promotion of food service and nutrition guidelines and
the expansion of existing fruit and vegetable vouchers incentive.
Union County, NC Printed on 10/24/2025Page 1 of 2
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File #:25-676 Agenda Date:11/3/2025
·Safe and accessible physical activity.
Since these are shared goals of our Human Services Agency and consistent with our current work
efforts in Union County, it is advantageous for us to be a partner county in the regional initiative and
gain the benefit of the available funding. Year three funding, which is eligible for expenses from
November 1, 2025, through June 30, 2026, will go towards funding current staff time conducting
activities, training and education efforts, marketing and communication, and operational expenses
such as meetings and outreach events.
Following are a few examples of how we will use these funds:
·Nutrition: Enhance accessibility to the Farmer's Market for WIC and Senior Nutrition program
participants w/ coupons for fresh, locally grown fruits & vegetables and create a
communication campaign to promote this. In addition, assist our community partners with
creating on-site food pantries and emergency management plans.
·Physical Activity: Conduct data collection through focus groups & walkability assessments;
replace signs where needed (with NCDOT) that highlight trails, parks, greenways, bicycle
paths, sidewalks, etc. Work with local Parks and Recreation & Planning departments to
promote & increase outside physical activity & activity-friendly routes in priority communities.
The CHA submitted the grant application in early April 2023, and the grant was awarded in
September 2023. The CHA will receive $1,021,899 annually for five years. As a partner County in this
regional effort, Union County received a subaward of $126,618 in the first year, $88,633 in year two,
$66,475 in year three, and TBD in future years.
FINANCIAL IMPACT:
Union County will receive $66,475 in FY2026 from the Cabarrus Health Alliance. No County funding
is required or requested. These funds are already recognized in the FY2026 budget.
Union County, NC Printed on 10/24/2025Page 2 of 2
powered by Legistar™104
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-674 Agenda Date:11/3/2025
TITLE:..title
September 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 September 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:
$5,839.08
Union County, NC Printed on 10/20/2025Page 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
600 TAX $50.00 $0.00
200 TAX ($135.82)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $14.46 $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 ($136.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $6.20 $0.00
021 TAX $16.74 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $144.50 $0.00
200 TAX ($374.00)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $39.27 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($230.27)$0.00
200 VEHICLE FEE ($30.00)$0.00
028 TAX $24.07 $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 $0.00 $0.00
200 TAX ($101.51)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $10.94 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $48.86 $0.00
200 TAX ($132.71)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $13.52 $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 ($160.03)$0.00
200 VEHICLE FEE ($30.00)$0.00
017 TAX $25.93 $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
9/17/2025MONROE, NC
28110
Adjustment >=
$100 0086267413 LKV6980 PENDING
$0.00
$0.00
$0.00
$164.10
$0.00
($160.03)
($30.00)
$25.93
$0.00
COVINGTON,
WALTER BOYCE
COVINGTON,
WALTER BOYCE
3150 AUSTIN
CHANEY RD
$0.00
$0.00
$0.00
$0.00
$100.33
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0085564171 TKP4865 PENDING
COLLINS,
COLETTE SHAMA
DOMINIQUE
COLLINS,
COLETTE SHAMA
DOMINIQUE
PO BOX 2281
937100672
Refund Generated due
to adjustment on
Bill #0086267413-
2025-2025-0000
Situs error
$0.00
$48.86
($132.71)
($30.00)
$13.521054237905
Refund Generated due
to adjustment on
Bill #0085564171-
2024-2024-0000
Situs error 9/17/2025
MONROE, NC
28110
Adjustment >=
$100 0086996391 KBC1230 PENDING
$0.00
$0.00
$0.00
$120.57
$0.00
($101.51)
($30.00)
$10.94
$0.00
CASTILLO,
MARICELA
CAPOTE
CASTILLO,
MARICELA
CAPOTE
620 GLADEDALE
LN
$0.00
$0.00
$0.00
$236.20
WAXHAW, NC
28173
Adjustment >=
$100 0086378120 LJN5275 PENDINGCASE, JORDYN
MICHAELA
CASE, JORDYN
MICHAELA 144 HALITE LN
936831176
Refund Generated due
to adjustment on
Bill #0086996391-
2025-2025-0000
Situs error 9/16/2025
$0.00
($230.27)
($30.00)
$24.07
$0.00937101584
Refund Generated due
to adjustment on
Bill #0086378120-
2025-2025-0000
Situs error 9/17/2025
9/29/2025INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087152457 ZT7539 PENDING
$0.00
$0.00
$0.00
$0.00
$220.23
$0.00
$144.50
($374.00)
($30.00)
$39.27
CARTIER
CLASSIC
TRANSPORTATIO
N LLC
CARTIER
CLASSIC
TRANSPORTATIO
N LLC
CARTIER
CHAUFFEURED
TRANSPORTATIO
N
115
UNIONVILLE
INDIAN
TRAIL SUITE
B8
$0.00
$0.00
$0.00
$0.00
$143.46
INDIAN TRAIL,
NC 28110
Adjustment >=
$100 0086916923 RKT8522 PENDINGBREEDLOVE
CONS SOL LLC
BREEDLOVE
CONS SOL LLC
BREEDLOVE,
RANDALL TODD
2729
SMITHFIELD DR
1057290354
Refund Generated due
to adjustment on
Bill #0087152457-
2025-2025-0000
Situs error
$0.00
($136.40)
($30.00)
$6.20
$16.741053935361
Refund Generated due
to adjustment on
Bill #0086916923-
2025-2025-0000
Situs error 9/16/2025
$0.00
$0.00
$101.36
$0.00
$50.00
($135.82)
($30.00)
$14.461ST CHOICE
GLASS INC
1ST CHOICE
GLASS INC
3221 A
WESTWOOD
IDSTRL CT
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
1054237149
Refund Generated due
to adjustment on
Bill #0086850334-
2024-2024-0000
Situs error 9/17/2025MONROE, NC
28110
Adjustment >=
$100 0086850334 JHM5868 PENDING
$0.00
$0.00
Page 1 of 6
106
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $54.22 $0.00
200 TAX ($140.34)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $14.74 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $83.13 $0.00
200 TAX ($215.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $20.88 $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
990 TAX $14.09 $0.00
200 TAX ($354.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $38.15 $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 ($116.58)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $4.64 $0.00
021 TAX $15.71 $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 ($392.06)$0.00
200 VEHICLE FEE ($30.00)$0.00
026 TAX $31.05 $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 ($92.40)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $14.07 $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 $0.00 $0.00
200 TAX ($194.83)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $20.99 $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
$0.00
$0.00
$0.00
$203.84
MONROE, NC
28112
Adjustment >=
$100 0087302233 VHZ5715 PENDINGHORGAN,
SANDRA LYDIA
HORGAN,
SANDRA LYDIA
ROSH, AIDAN
TYLER
1009 MARTHAS
MEADOWS LAND APT 5
$0.00
($194.83)
($30.00)
$20.99
$0.00939813304
Refund Generated due
to adjustment on
Bill #0087302233-
2025-2025-0000
Situs error 9/29/2025
MARSHVILLE,
NC 28103
Adjustment >=
$100 0086673027 LLD2612 PENDING
$0.00
$0.00
$0.00
$108.33
$0.00
($92.40)
($30.00)
$14.07
$0.00
HOLMES, TRACY
NORRIS
HOLMES, TRACY
NORRIS
2509 HAMILTON
CROSSROADS
$0.00
$0.00
$0.00
$391.01
WAXHAW, NC
28173
Adjustment >=
$100 0081534073 KJD5347 PENDING
GREENBERG,
JOCZAN
ALEJANDRO
GREENBERG,
JOCZAN
ALEJANDRO
9113 MB
HIGHWAY OF
WAR DR
937100224
Refund Generated due
to adjustment on
Bill #0086673027-
2025-2025-0000
Situs error 9/17/2025
$0.00
($392.06)
($30.00)
$31.05
$0.00936790632
Refund Generated due
to adjustment on
Bill #0081534073-
2024-2024-0000
Situs error 9/15/2025
9/17/2025INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087105580 TLA8457 PENDING
$0.00
$0.00
$0.00
$0.00
$126.23
$0.00
($116.58)
($30.00)
$4.64
$15.71GODWIN, JAMES
CLAYRON
GODWIN, JAMES
CLAYRON
5304 FRIENDLY
BAPTIST CH
$0.00
$0.00
$0.00
$0.00
$331.92
WAXHAW, NC
28173
Adjustment >=
$100 0085770823 LEE4123 PENDINGEVANS, JOHNNY
JOSEPH
EVANS, JOHNNY
JOSEPH
2318 ALTIUM
BLAZE CT
1054237824
Refund Generated due
to adjustment on
Bill #0087105580-
2024-2024-0000
Situs error
$0.00
$14.09
($354.16)
($30.00)
$38.151054793628
Refund Generated due
to adjustment on
Bill #0085770823-
2025-2025-0000
Situs error 9/19/2025
9/29/2025INDIANTRAIL,
NC 28079
Adjustment >=
$100 0087225117 VEX9574 PENDING
$0.00
$0.00
$0.00
$0.00
$141.15
$0.00
$83.13
($215.16)
($30.00)
$20.88DTNC LLC DTNC LLC LOGANO,
THOMAS JOSEPH
1021 VAN
BUREN AVENUE
$0.00
$0.00
$0.00
$0.00
$101.38
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087293741 LLD5455 PENDINGCRUMP, MARY
JANE HARRIS
CRUMP, MARY
JANE HARRIS
600 EXCHANGE
CRI ATP 104
1057290120
Refund Generated due
to adjustment on
Bill #0087225117-
2025-2025-0000
Situs error
$0.00
$54.22
($140.34)
($30.00)
$14.741057290048
Refund Generated due
to adjustment on
Bill #0087293741-
2025-2025-0000
Situs error 9/29/2025
Page 2 of 6
107
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($114.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
019 TAX $12.94 $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 ($96.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
029 TAX $5.87 $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 ($0.01)
200 TAX ($145.12)($7.26)
200 VEHICLE FEE ($30.00)$0.00
028 TAX $15.10 $0.76
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.01
Refund
001 TAX $0.00 $0.00
200 TAX ($119.34)$0.00
200 VEHICLE FEE ($30.00)$0.00
019 TAX $15.15 $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 ($109.28)($11.20)
200 VEHICLE FEE ($30.00)$0.00
025 TAX $8.68 $0.89
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 ($114.62)$0.00
200 VEHICLE FEE ($30.00)$0.00
025 TAX $11.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $141.39 $0.00
200 TAX ($365.95)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $35.51 $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
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0086254175 LJR7725 PENDING
$0.00
$0.00
$0.00
$0.00
$219.05
$0.00
$141.39
($365.95)
($30.00)
$35.51MITESH B
DHULAB, DMD,
PA
MITESH B
DHULAB, DMD,
PA
DHULAB,
MITESH BHOOLA
4801 INDIAN
TRAIL FAIRVIE
$0.00
$0.00
$0.00
$133.17
MONROE, NC
28112
Adjustment >=
$100 0082596035 JZ3613 PENDINGMAYREN, AMY MAYREN, AMY 3311 CORINTH
CHURCH RD
1054238310
Refund Generated due
to adjustment on
Bill #0086254175-
2025-2025-0000
Situs error 9/17/2025
$0.00
($114.62)
($30.00)
$11.45
$0.00939813632
Refund Generated due
to adjustment on
Bill #0082596035-
2024-2024-0000
Situs error 9/29/2025
MONROE, NC
28112
Adjustment >=
$100 0085596411 RJN6207 PENDING
$0.00
$0.00
$0.00
$140.91
$0.00
($120.48)
($30.00)
$9.57
$0.00MAYREN, AMY MAYREN, AMY 3311 CORINTH
CHURCH RD
$0.00
$0.00
$0.00
$134.19
MONROE, NC
28110
Adjustment >=
$100 0086988345 LBL9190 PENDING
MARTIN-
BENNETT,
NECOLE
MICHELE
MARTIN-
BENNETT,
NECOLE
MICHELE
4660 OLD
CHARLOTTE HWY 2307
939813608
Refund Generated due
to adjustment on
Bill #0085596411-
2023-2023-0000
Situs error 9/29/2025
$0.00
($119.34)
($30.00)
$15.15
$0.00936831184
Refund Generated due
to adjustment on
Bill #0086988345-
2024-2024-0000
Situs error 9/16/2025
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087274481 KJM6870 PENDING
$0.00
$0.00
$0.01
$166.52
($0.01)
($152.38)
($30.00)
$15.86
$0.00
MACIEL
GARCIA, MARCO
ANTONIO
MACIEL
GARCIA, MARCO
ANTONIO
6908 OAKLAND
AVE APT I
$0.00
$0.00
$0.00
$120.93
MONROE, NC
28112
Adjustment >=
$100 0087141030 BV60SM PENDINGLIVENTSOV,
ALISA
LIVENTSOV,
ALISA
2709 LITTLE
TOM STARNES R D
937100576
Refund Generated due
to adjustment on
Bill #0087274481-
2024-2024-0000
Situs error 9/17/2025
$0.00
($96.80)
($30.00)
$5.87
$0.00939813696
Refund Generated due
to adjustment on
Bill #0087141030-
2025-2025-0000
Situs error 9/29/2025
MONROE, NC
28110
Adjustment >=
$100 0086418751 LHJ8492 PENDING
$0.00
$0.00
$0.00
$131.86
$0.00
($114.80)
($30.00)
$12.94
$0.00
KELLEY, SARAH
MICHELLE
KELLEY, SARAH
MICHELLE 1403 LOVE RD 937100440
Refund Generated due
to adjustment on
Bill #0086418751-
2025-2025-0000
Situs error 9/17/2025
Page 3 of 6
108
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $107.61 $0.00
200 TAX ($278.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $29.24 $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 ($98.21)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $9.53 $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 ($96.68)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $16.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $111.16 $0.00
200 TAX ($287.71)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $30.21 $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 ($178.33)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $19.21 $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 ($215.42)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $23.21 $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 ($192.15)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $18.65 $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
$0.00
$0.00
$0.00
$203.50
COLUMBIA, SC
29202
Adjustment >=
$100 0087179990 LJP3329 PENDINGTERMINIX
SERVICE INC.
TERMINIX
SERVICE INC.PO BOX 2627
$0.00
($192.15)
($30.00)
$18.65
$0.00939813592
Refund Generated due
to adjustment on
Bill #0087179990-
2025-2025-0000
Situs error 9/29/2025
MONROE, NC
28112
Adjustment >=
$100 0086484979 LKL6359 PENDING
$0.00
$0.00
$0.00
$222.21
$0.00
($215.42)
($30.00)
$23.21
$0.00
ROSH, BRADLEY
IRWIN
ROSH, BRADLEY
IRWIN
ROSH,
PATRICIA
1009 MARTHAS
MEADOWS LN APT 5
$0.00
$0.00
$0.00
$189.12
MONROE, NC
28112
Adjustment >=
$100 0086484750 LKL6358 PENDINGROSH, BRADLEY
IRWIN
ROSH, BRADLEY
IRWIN
ROSH,
PATRICIA
1009 MARTHAS
MEADOWS LN APT 5
937101176
Refund Generated due
to adjustment on
Bill #0086484979-
2025-2025-0000
Situs error 9/17/2025
$0.00
($178.33)
($30.00)
$19.21
$0.00937101168
Refund Generated due
to adjustment on
Bill #0086484750-
2025-2025-0000
Situs error 9/17/2025
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087194211 VX7898 PENDING
$0.00
$0.00
$0.00
$0.00
$176.34
$0.00
$111.16
($287.71)
($30.00)
$30.21RAM ELECTRIC
GROUP, INC.
RAM ELECTRIC
GROUP, INC.
BROWN, ANNA
MARIE
1105 WAXHAW
INDIAN TRAIL RD STE 4
$0.00
$0.00
$0.00
$110.23
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0086949738 KBY4513 PENDINGR.C.J.
CONCRETE LLC
R.C.J.
CONCRETE LLC
3027 GLENN
VALLEY LANE APT 108
1057290192
Refund Generated due
to adjustment on
Bill #0087194211-
2025-2025-0000
Situs error 9/29/2025
$0.00
($96.68)
($30.00)
$16.45
$0.00936831368
Refund Generated due
to adjustment on
Bill #0086949738-
2024-2024-0000
Situs error 9/16/2025
9/29/2025INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0087252055 RKX2174 PENDING
$0.00
$0.00
$0.00
$118.68
$0.00
($98.21)
($30.00)
$9.53
$0.00
PRESSLEY,
ERIC DACON
PRESSLEY,
ERIC DACON
6123 INDIAN
TRAIL FAIRVIE W RD
$0.00
$0.00
$0.00
$0.00
$171.67
INDIAN TRAIL,
NC 28079
Adjustment >=
$100 0086255668 VX2703 PENDING
ND SITE
SERVICES
INCORPORATED
ND SITE
SERVICES
INCORPORATED
1404 WAXHAW
INDIAN TRIL RD
939813424
Refund Generated due
to adjustment on
Bill #0087252055-
2025-2025-0000
Situs error
$0.00
$107.61
($278.52)
($30.00)
$29.241054238292
Refund Generated due
to adjustment on
Bill #0086255668-
2025-2025-0000
Situs error 9/17/2025
Page 4 of 6
109
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($107.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $11.61 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $82.21 $0.00
200 TAX ($223.31)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $23.78 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $71.98 $0.00
200 TAX ($195.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $20.82 $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
600 TAX $52.37 $0.00
200 TAX ($142.26)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.15 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $97.88 $0.00
200 TAX ($265.87)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $28.31 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $60.07 $0.00
200 TAX ($163.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $17.37 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $52.37 $0.00
200 TAX ($142.26)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.15 $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
9/18/2025JASPER, IN
47546
Adjustment >=
$100 0084724333 VA6850 PENDING
$0.00
$0.00
$0.00
$0.00
$104.74
$0.00
$52.37
($142.26)
($30.00)
$15.15UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$115.72
JASPER, IN
47546
Adjustment >=
$100 0084724844 TK7942 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
1054513044
Refund Generated due
to adjustment on
Bill #0084724333-
2024-2024-0000
Situs error
$0.00
$60.07
($163.16)
($30.00)
$17.371054513035
Refund Generated due
to adjustment on
Bill #0084724844-
2024-2024-0000
Situs error 9/18/2025
9/18/2025JASPER, IN
47546
Adjustment >=
$100 0084724915 TK7934 PENDING
$0.00
$0.00
$0.00
$0.00
$169.68
$0.00
$97.88
($265.87)
($30.00)
$28.31UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$104.74
JASPER, IN
47546
Adjustment >=
$100 0084725119 TK7965 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
1054513017
Refund Generated due
to adjustment on
Bill #0084724915-
2024-2024-0000
Situs error
$0.00
$52.37
($142.26)
($30.00)
$15.151054512999
Refund Generated due
to adjustment on
Bill #0084725119-
2024-2024-0000
Situs error 9/18/2025
9/17/2025JASPER, IN
47546
Adjustment >=
$100 0085670783 TR4003 PENDING
$0.00
$0.00
$0.00
$0.00
$132.72
$0.00
$71.98
($195.52)
($30.00)
$20.82UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$147.32
JASPER, IN
47546
Adjustment >=
$100 0085760129 TL8479 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST
1054238985
Refund Generated due
to adjustment on
Bill #0085670783-
2024-2024-0000
Situs error
$0.00
$82.21
($223.31)
($30.00)
$23.781054237851
Refund Generated due
to adjustment on
Bill #0085760129-
2024-2024-0000
Situs error 9/17/2025
MONROE, NC
28112
Adjustment >=
$100 0086967053 RKV9572 PENDING
$0.00
$0.00
$0.00
$126.19
$0.00
($107.80)
($30.00)
$11.61
$0.00
THREATT,
BRIAN CURTIS
THREATT,
BRIAN CURTIS
4313 OLD
WAXHAW RD 936831352
Refund Generated due
to adjustment on
Bill #0086967053-
2025-2025-0000
Situs error 9/16/2025
Page 5 of 6
110
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $52.37 $0.00
200 TAX ($142.26)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.15 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $52.37 $0.00
200 TAX ($142.26)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $15.15 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
Refund Total
($30.00)
$15.151054513062
Refund Generated due
to adjustment on
Bill #0084723921-
2024-2024-0000
Situs error 9/18/2025
$5839.08
$0.00
$0.00
$0.00
$0.00
$104.74
JASPER, IN
47546
Adjustment >=
$100 0084723921 TK7960 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$0.00
$0.00
$0.00
$104.74
JASPER, IN
47546
Adjustment >=
$100 0084724233 TK7961 PENDING
UTILITY LINES
CONSTRUCTION
SERVICES LLC
UTILITY LINES
CONSTRUCTION
SERVICES LLC
550 W 36TH ST TRAIL RD
$0.00
$52.37
($142.26)
$0.00
$52.37
($142.26)
($30.00)
$15.151054513053
Refund Generated due
to adjustment on
Bill #0084724233-
2024-2024-0000
Situs error 9/18/2025
Page 6 of 6
111
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-679 Agenda Date:11/3/2025
TITLE:..title
Grant Application - Department of Military and Veteran Affairs
INFORMATION CONTACT:
Jason May, Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Authorize the County Manager to submit the associated grant application and make necessary
assurances and certifications associated with the grant applications as substantially consistent with
this agenda item, which includes the authorization to execute documents related to award of the
grant and budget funds as appropriate.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Session Law 2023-134, Section 33.13(a) directed the North Carolina Department of Military and
Veterans Affairs (NCDMVA) to establish a grant program for existing county veterans offices (CVOs)
to provide services to veterans. A grant may be awarded up to $20,000.
FINANCIAL IMPACT:
Union County anticipates requesting $20,000 for public outreach, services to veterans, and
technology purchases to assist with serving veterans in Union County.
Union County, NC Printed on 10/20/2025Page 1 of 1
powered by Legistar™112
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-687 Agenda Date:11/3/2025
TITLE:..title
Contract - Creative Services
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
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:
This agreement meets the definition of a Fixed Price Term Agreement under the BOCC-adopted
Fixed Price Term Agreements Policy. This agenda item includes a request for the Board to approve
this agreement under the Fixed Price Term agreement Policy. The Procurement Department
partnered with Public Communications to issue Request for Proposals 2026-007 Creative Services.
On June 29, 2025, 29 proposals were received and reviewed by an evaluation team in accordance
with applicable evaluation criteria for this project. The six (6) top-ranked 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 offerors, My House of Design, Flick Studios, Threaded Marketing
Group, and Walk West, to provide supplemental graphic design, photography, and/or videography
service(s). This contract has an initial term of three- years with two, one (1) year renewal options at
the sole discretion of the County and is subject to annual budget appropriation.
FINANCIAL IMPACT:
Expenditures under the contracts are based upon departmental usage. Departments will utilize the
funding as appropriated for FY2026 for Union County’s creative services. Future year annual
expenditures are subject to appropriation by the Board of Commissioners.
Union County, NC Printed on 10/24/2025Page 1 of 1
powered by Legistar™113
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 FLICK
STUDIOS, LLC, whose address is 7805 Horsecroft Court, Charlotte, NC 28277, hereinafter
“Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain creative services on an as-
needed basis; 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
(hereinafter the “Services”) set out in the attached Request for Proposals No. 2026-007,
“Creative Services” (the “RFP”), which is attached and incorporated herein by reference, on an
as-needed basis and in accordance with the terms of this Agreement. Contractor shall perform
the Group B and Group C Services as described in the RFP. Contractor understands that Union
County does not guarantee it will purchase any minimum amount of Services under this
Agreement.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor the rates set out
in the attached “Appendix A – Price Form” for performance of the Services. Said Appendix A is
incorporated herein by reference. Contractor shall invoice Union no later than ten (10) business
days after the end of a billing month for Services provided during said billing month. 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”). Following the Initial Term, Union may, in its sole discretion and at its sole option,
renew this Agreement for up to two (2) successive one-year terms. Union may terminate this
Agreement at any time, without cause, by notification to Contractor in writing. In the event of
termination without cause, Contractor shall be paid for Services performed to the date of
notification of termination by Union.
4. DOCUMENTS AND INSTRUMENTS OF SERVICE. Drawings, specifications,
and other documents furnished by the Contractor, including those in electronic form, are
Instruments of Service. The Contractor hereby assigns to Union County, without reservation, all
copyrights in all documents, models, photographs, and other expression created by the
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Contractor related to this Agreement. Among these documents are the Instruments of Service.
Union County’s obligation to pay Contractor is expressly conditioned upon Contractor obtaining
a valid written comprehensive assignment of copyrights from its consultants in terms identical to
those that obligate Contractor to Union County as expressed in this section, which copyrights
Contractor, in turn, hereby assigns to Union County. Union County in return hereby grants
Contractor and its consultants a non-revocable, nonexclusive license to reproduce and use the
documents for purposes relating directly to Contractor’s performance of its obligations under this
Agreement, for Contractor’s use in the normal course of professional activities, for Contractor’s
archival records, and for Contractor’s reproduction of drawings and photographs in Contractor’s
marketing materials.
5. 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 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
6. 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.
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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: Public Communications
Contract #: 9951
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.
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,
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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. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding business permits, certificates, and
licenses that may be required to carry out the work to be performed under this Agreement.
9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. 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.
15. 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.
16. 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
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5
party may change its address stated herein by giving notice of the change in accordance with this
paragraph.
17. 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.
18. 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.
19. 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.
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.
21. AUTHORITY. Each signatory below warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each
signatory 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.
[Remainder of page intentionally left blank. Signatures follow on the next page.]
118
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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 have caused this Agreement to be
duly executed, this the day and year first written herein.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
FLICK STUDIOS, 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
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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 SHAILA
ABDULLAH D/B/A MY HOUSE OF DESIGN, whose address is 10512 Ivalenes Hope Drive,
Austin, TX 78717, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain creative services on an as-
needed basis; 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
(hereinafter the “Services”) set out in the attached Request for Proposals No. 2026-007,
“Creative Services” (the “RFP”), which is attached and incorporated herein by reference, on an
as-needed basis and in accordance with the terms of this Agreement. Contractor shall perform
the Group A Services as described in the RFP. Contractor understands that Union County does
not guarantee it will purchase any minimum amount of Services under this Agreement.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor the rates set out
in the attached “Appendix A – Price Form” for performance of the Services. Said Appendix A is
incorporated herein by reference. Contractor shall invoice Union no later than ten (10) business
days after the end of a billing month for Services provided during said billing month. 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”). Following the Initial Term, Union may, in its sole discretion and at its sole option,
renew this Agreement for up to two (2) successive one-year terms. Union may terminate this
Agreement at any time, without cause, by notification to Contractor in writing. In the event of
termination without cause, Contractor shall be paid for Services performed to the date of
notification of termination by Union.
4. DOCUMENTS AND INSTRUMENTS OF SERVICE. Drawings, specifications,
and other documents furnished by the Contractor, including those in electronic form, are
Instruments of Service. The Contractor hereby assigns to Union County, without reservation, all
copyrights in all documents, models, photographs, and other expression created by the
Contractor related to this Agreement. Among these documents are the Instruments of Service.
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2
Union County’s obligation to pay Contractor is expressly conditioned upon Contractor obtaining
a valid written comprehensive assignment of copyrights from its consultants in terms identical to
those that obligate Contractor to Union County as expressed in this section, which copyrights
Contractor, in turn, hereby assigns to Union County. Union County in return hereby grants
Contractor and its consultants a non-revocable, nonexclusive license to reproduce and use the
documents for purposes relating directly to Contractor’s performance of its obligations under this
Agreement, for Contractor’s use in the normal course of professional activities, for Contractor’s
archival records, and for Contractor’s reproduction of drawings and photographs in Contractor’s
marketing materials.
5. 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 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
6. 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.
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3
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: Public Communications
Contract #: 9953
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.
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
157
4
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. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding business permits, certificates, and
licenses that may be required to carry out the work to be performed under this Agreement.
9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. 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.
15. 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.
16. 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.
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5
17. 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.
18. 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.
19. 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.
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.
21. AUTHORITY. Each signatory below warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each
signatory 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.
[Remainder of page intentionally left blank. Signatures follow on the next page.]
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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 have caused this Agreement to be
duly executed, this the day and year first written herein.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
SHAILA ABDULLAH
D/B/A MY HOUSE OF DESIGN
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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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 THREADED
MARKETING GROUP, LTD, whose address is 3024 Fish Story Court, Fort Mill, SC 29708,
hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain creative services on an as-
needed basis; 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
(hereinafter the “Services”) set out in the attached Request for Proposals No. 2026-007,
“Creative Services” (the “RFP”), which is attached and incorporated herein by reference, on an
as-needed basis and in accordance with the terms of this Agreement. Contractor shall perform
the Group A and Group B Services as described in the RFP. Contractor understands that Union
County does not guarantee it will purchase any minimum amount of Services under this
Agreement.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor the rates set out
in the attached “Appendix A – Price Form” for performance of the Services. Said Appendix A is
incorporated herein by reference. Contractor shall invoice Union no later than ten (10) business
days after the end of a billing month for Services provided during said billing month. 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”). Following the Initial Term, Union may, in its sole discretion and at its sole option,
renew this Agreement for up to two (2) successive one-year terms. Union may terminate this
Agreement at any time, without cause, by notification to Contractor in writing. In the event of
termination without cause, Contractor shall be paid for Services performed to the date of
notification of termination by Union.
4. DOCUMENTS AND INSTRUMENTS OF SERVICE. Drawings, specifications,
and other documents furnished by the Contractor, including those in electronic form, are
Instruments of Service. The Contractor hereby assigns to Union County, without reservation, all
copyrights in all documents, models, photographs, and other expression created by the
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Contractor related to this Agreement. Among these documents are the Instruments of Service.
Union County’s obligation to pay Contractor is expressly conditioned upon Contractor obtaining
a valid written comprehensive assignment of copyrights from its consultants in terms identical to
those that obligate Contractor to Union County as expressed in this section, which copyrights
Contractor, in turn, hereby assigns to Union County. Union County in return hereby grants
Contractor and its consultants a non-revocable, nonexclusive license to reproduce and use the
documents for purposes relating directly to Contractor’s performance of its obligations under this
Agreement, for Contractor’s use in the normal course of professional activities, for Contractor’s
archival records, and for Contractor’s reproduction of drawings and photographs in Contractor’s
marketing materials.
5. 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 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
6. 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.
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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: Public Communications
Contract #: 9940
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.
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,
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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. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding business permits, certificates, and
licenses that may be required to carry out the work to be performed under this Agreement.
9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. 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.
15. 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.
16. 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
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party may change its address stated herein by giving notice of the change in accordance with this
paragraph.
17. 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.
18. 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.
19. 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.
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.
21. AUTHORITY. Each signatory below warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each
signatory 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.
[Remainder of page intentionally left blank. Signatures follow on the next page.]
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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 have caused this Agreement to be
duly executed, this the day and year first written herein.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
THREADED MARKETING GROUP, LTD.
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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MASTER SERVICES AGREEMENT
[October 2025] Union County
This MASTER SERVICES AGREEMENT (this “Agreementˮ) is made, entered into, and effective as of , by
and between WALK WEST, INC., a North Carolina corporation, (“Walk Westˮ) and UNION COUNTY, NC, a State of North
Carolina corporation (“Clientˮ or “Customerˮ).
WHEREAS, Client desires to engage Walk West to provide certain services as described on any Statement of Work (each a
“Statement of Workˮ) agreed to by the parties from time to time (the “Servicesˮ); and
WHEREAS, Walk West desires to provide the Services to Client upon the terms and conditions described herein.
NOW THEREFORE, in consideration of the agreements of the parties in this Agreement (and any related Statement of Work),
the receipt and adequacy of which is hereby acknowledged, the parties hereto hereby agree as follows:
1.PURCHASE OF SERVICES.
Walk West agrees to provide Client all of the Services described on any Statement of Work (or as otherwise agreed to by the
parties in writing from time to time pursuant to a proposal document, email correspondence, etc.). The parties may from time
to time, execute and deliver to one another Statements of Work that will set forth, among other things, a description of the
Services to be provided to Client and the compensation to be paid Walk West (the “Compensationˮ). Unless otherwise
agreed, Compensation shall be based upon an hourly, billable rate charge. An example of the form of each Statement of Work
is attached hereto as Exhibit 1. Each Statement of Work (or any other agreement between the parties related to Services) shall
be entered into in connection with this Agreement and shall be subject to the terms and conditions described herein. Services
shall not include services (i) required as a result of Clientʼs fault (including, without limitation, failure to comply with this
Agreement or instructions or procedures provided by Walk West), (ii) which are the acts of any third party, or (iii) outside the
scope of the description of Services set forth on the applicable Statement of Work or the mutual agreement of the parties. If
Client desires for Walk West to provide services not described on any Statement of Work, Client shall submit such a request
in writing to Walk West, and Walk West, in its sole discretion, may decide whether to accommodate such request (and the
additional pricing that may be associated with such accommodations). Walk West personnel will generally perform all tasks
for Client at a location to be determined by Walk West, in its sole discretion, provided, however, that from time to time the
parties may agree for certain Services to be performed on-site at the Client facility. In such instance, Client agrees to provide
safe working space and facilities, and any other services and materials Walk West or its personnel may reasonably request in
order to provide the Services. Walk West agrees to use its reasonable efforts to accommodate work schedule requests of
Client to the extent possible, but Client acknowledges and agrees that Walk West shall not be held financially liable for the
inability to meet a scheduling request, given the complexity of balancing personnel workloads, prior commitments, and other
priorities. Should any personnel of Walk West be unable to perform scheduled services because of illness, resignation, or
other causes beyond Walk Westʼs control, Client shall allow Walk West to replace such personnel within a reasonable time,
without any further liability therefor. Work submitted to Client for review will be considered accepted by Client after ten 10
working days unless Client notifies Walk West to the contrary. Changes requested after the acceptance period will constitute
additional project scope.
2.DEFINITIONS.
In this agreement (a) “Agreementˮ shall mean this agreement, which includes all subsequently issued Statement(s) of Work
and these Terms and Conditions, (b) “Compensationˮ means the compensation described on any applicable Statement(s) of
Work under the heading entitled “COMPENSATION FOR SERVICESˮ, (c) “Confidential Informationˮ shall have that meaning set
forth in Section 3 herein, (d) “Clientˮ or “Customerˮ means the entity or person(s) described on the first page of this
Agreement as the Client, and (e) “Servicesˮ means the Walk West Services identified on any applicable Statement(s) of Work
under the heading entitled “SCOPE OF SERVICESˮ.
3.CONFIDENTIALITY.
Walk West and Client may disclose to each other certain non-public information relating to eachʼs business, including, without
limitation, technical, marketing, financial, personnel, planning, and other information that is marked confidential, or which the
Int. ______
*
* Said employee shall be of similar experience as the previous employee designated to Client's contract. Int. ______
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receiving party should reasonably know to be confidential given the nature of the information and the circumstance of
disclosure (“Confidential Informationˮ). Each party agrees that it will not disclose the disclosing partyʼs Confidential
Information except (a) to the employees, contractors, advisors or agents of the receiving party to the extent that they need to
know that Confidential Information for the purpose of performing the receiving partyʼs obligations under this Agreement, and
who are bound by confidentiality terms with respect to that Confidential Information no less restrictive than those contained
in this Section 3; or (b) as required to be disclosed by law, to the extent required to comply with that legal obligation, provided
that the receiving party will promptly notify the disclosing party of such obligation.
1.WARRANTY.
Walk West agrees to use its commercially reasonable efforts to provide the Services in a professional manner. EXCEPT AS
EXPRESSLY SET FORTH IN THIS AGREEMENT, WALK WEST MAKES NO OTHER WARRANTY OF ANY KIND WHATSOEVER,
EXPRESS OR IMPLIED, IN CONNECTION WITH THIS AGREEMENT OR THE SERVICES, ALL OF WHICH ARE HEREBY
DISCLAIMED BY WALK WEST AND EXCLUDED FROM THIS AGREEMENT.
2.LIMITATION OF LIABILITY AND INDEMNIFICATION.
NOTWITHSTANDING ANYTHING TO THE CONTRARY SET FORTH IN THIS AGREEMENT, EACH PARTYʼS TOTAL CUMULATIVE
LIABILITY TO THE OTHER PARTY UNDER THIS AGREEMENT, OR AT LAW WITH RESPECT TO ANY SERVICES PROVIDED
HEREUNDER WHETHER NEGLIGENT OR OTHERWISE, WILL BE LIMITED TO THE TOTAL FEES PAID LESS ANY REFUNDS OR
CREDITS BY CUSTOMER TO WALK WEST. IN NO EVENT WILL EITHER PARTY BE LIABLE TO THE OTHER PARTY UNDER, IN
CONNECTION WITH, OR RELATED TO THIS AGREEMENT FOR ANY SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT OR
CONSEQUENTIAL DAMAGES, WHETHER BASED ON BREACH OF CONTRACT, WARRANTY, TORT, PRODUCT LIABILITY, OR
OTHERWISE, AND WHETHER OR NOT THE LIABLE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. THE
PARTIES ACKNOWLEDGE AND AGREE THAT THE FOREGOING LIMITATIONS OF LIABILITY ARE A CONDITION AND MATERIAL
CONSIDERATION FOR THEIR ENTRY INTO THIS AGREEMENT. CUSTOMER SHALL INDEMNIFY WALK WEST AND ITS
OFFICERS, DIRECTORS, EMPLOYEES AND AGENTS FROM ANY LOSS, DAMAGE, COST OR EXPENSE INCLUDING
REASONABLE ATTORNEYSʼ FEES ARISING FROM OR ASSOCIATED WITH A ANY ACTIONS OR OMISSIONS OF CUSTOMER,
BTHE BREACH OF THIS AGREEMENT BY CUSTOMER, C NONCOMPLIANCE WITH ANY FEDERAL, STATE OR LOCAL
LAWS OR REGULATIONS, OR D ANY INTELLECTUAL PROPERTY OR CONTENT PROVIDED BY CUSTOMER TO WALK WEST.
WALK WEST SHALL INDEMNIFY CUSTOMER AND ITS OFFICERS, DIRECTORS, EMPLOYEES AND AGENTS FROM ANY LOSS,
DAMAGE, COST OR EXPENSE INCLUDING REASONABLE ATTORNEYSʼ FEES ARISING FROM OR ASSOCIATED WITH A
ANY ACTIONS OR OMISSIONS OF WALK WEST, B THE BREACH OF THIS AGREEMENT BY WALK WEST, C
NONCOMPLIANCE WITH ANY FEDERAL, STATE OR LOCAL LAWS OR REGULATIONS, OR D ANY INTELLECTUAL
PROPERTY OR CONTENT PROVIDED BY WALK WEST TO CUSTOMER. THIS INDEMNITY SHALL SURVIVE THE TERMINATION
OR EXPIRATION OF THIS AGREEMENT.
3.GENERAL.
1.1. Walk Westʼs relationship with the Client under this Agreement shall be that of an independent contractor, and nothing
in this Agreement or the arrangements for which it is made shall make Walk West, or anyone furnished or used by Walk West
in the performance of the Services, an employee, joint venture, partner, or servant of the Client. Client acknowledges and
agrees that this Agreement is in no way exclusive (i.e., Walk West shall retain the right to perform work for third parties,
including direct competitors of Client, during the term of this Agreement).
1.2. All Compensation due to Walk West shall be paid in accordance with the terms provided on the Statement of Work,
or, if not specified therein, at Walk Westʼs then current fee schedule, within thirty 30 days after Client receives an invoice
from Walk West. Each invoice will provide a summary of work performed, as well as any additional expenses. Some expenses
may be invoiced separately. Client shall reimburse pre-approved expenses for any required travel by Walk West personnel,
including airfare, rental car, fuel, and lodging. Meals and incidental expenses shall be reimbursed by Client at standard federal
rates. All invoices will be sent by email, unless another method is agreed upon by the parties. Walk West may charge Client
interest on the outstanding balance of any overdue fees, charges or expenses at a rate equal to 1.5% per month or the
highest rate permitted by applicable law, whichever is lower. A service charge will be assessed with respect to any returned
or dishonored checks of Client. Client will reimburse Walk West for all reasonable costs incurred (including reasonable
Int. ____
Int. ____
*
* pre-approved by Client and
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attorneys' fees) in collecting past due amounts owed by Client. All payment obligations will survive termination of this
Agreement. Client acknowledges and agrees that Walk West may cease providing Services (as well as withholding the
transfer of ownership of any project or deliverable) under this Agreement during any period in which the Client has not paid
any amounts due to Walk West. All invoices will be sent by Walk West to the Client address described on the Statement of
Work (or via email) and it shall be Clientʼs responsibility to notify Walk West of any change of address. Estimates for individual
pieces of work will be provided upon request, but Walk West does not guarantee the accuracy of such estimates, due to the
complexity of the work and the number of possible variables involved in any given project. Unless otherwise indicated on a
Statement of Work, and notwithstanding anything in this Agreement to the contrary, hourly charges shall be due and payable
independent of the provision (or non-provision) by Walk West of any particularly deliverable to Client.
1.3. Either Party may terminate this Agreement with thirty 30 daysʼ notice to the other Party. Each Statement of Work
shall constitute a separate agreement and shall stand alone with respect to any other Statement of Work entered into under
this Agreement. In the event of a conflict between this Agreement and any Statement of Work, the provisions of such
Statement of Work will control. In such instances, Walk West shall only be responsible to Client to provide Services for which
Client has already paid Walk West. In no event will Client be entitled to a refund. This Agreement shall be governed by and
construed in accordance with the laws of North Carolina, exclusive of its rules governing choice of law and conflict of laws. If
legal action is commenced by either party to enforce or defend its rights under this Agreement, such action shall be brought
only in a court located in Wake County, North Carolina, and the parties agree to submit to the jurisdiction of such courts. This
Agreement is the complete and exclusive agreement between the parties with respect to the subject matter hereof,
superseding and replacing all prior agreements, communications, understandings (both written and oral) regarding such
subject matter. This Agreement may only be amended or modified by a writing specifically referencing this Agreement which
has been signed by authorized representatives of the parties. Walk West shall not be in default by reason of any failure in
performance of this Agreement, if such failure arises, directly or indirectly, out of causes reasonably beyond the direct control
or foreseeability of Walk West, including but not limited to, failure of Client to provide promptly to Walk West accurate
information and materials, as applicable, acts of God or of a public enemy, acts of terrorism, United States or foreign
governmental acts in either a sovereign or contractual capacity, labor, fire, road icing or inclement conditions, flood,
epidemic, restrictions, strikes and/or freight embargoes. If any provision of this Agreement is held to be illegal, invalid, or
unenforceable, that provision shall be severed or reformed to be enforceable, and the remaining provisions hereof and
thereof shall remain in full force. No delay or omission by Walk West in the exercise or enforcement of any of its powers or
rights hereunder shall constitute a waiver of such power or right. A waiver by Walk West of any provision of this Agreement
must be in writing and signed by such party, and shall not imply subsequent waiver of that or any other provision. This
Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which
together shall constitute one and the same instrument. PDF signature pages shall serve as original signature pages. Client
agrees that its payment and other obligations under this Agreement are absolute and unconditional and not subject to any
abatement, reduction, setoff, defense, counterclaim, or recoupment due or alleged to be due as a result of any past or future
claim that Client may have against Walk West or any of Walk Westʼs affiliates. Except as otherwise provided herein, each
party shall be responsible for the payment of its own expenses incurred in connection with this Agreement. Client agrees that
it will use its best efforts to cooperate with Walk West, and will execute and deliver any and all documents in addition to those
expressly provided for herein that may be necessary or appropriate to afford Walk West the opportunity to adequately
perform the Services.
1.4. Client agrees (on behalf of himself, herself, itself, and any affiliates, family members or personal acquaintances that
may arrange services for Client) (“Clientʼs Representativesˮ) that Client (and Clientʼs Representatives) will not engage or
employ (or attempt to engage or employ) Walk Westʼs representatives, employees or independent contractors to provide
services similar to the Services to Client while this Agreement is in effect and continuing for a period of one 1 year after the
termination or expiration of this Agreement unless Client receives written approval from Walk West and pays Walk West a
referral fee to be determined at that time, in Walk Westʼs sole discretion. Client acknowledges and agrees that any breach of
this Section by Client will cause immediate damage to Walk Westʼs business. Accordingly, in the event that Client breaches
this provision, Client shall pay Walk West liquidated damages in an amount equal to the wages or fees paid by Walk West to
any representative or employee in the six 6 months prior to the Clientʼs breach. Client agrees that this provision is not a
penalty, but an adequate, fair and reasonable estimate of the damage that would be caused by Clientʼs breach.
actively
recruit
Int. ____
*
* Should a representative, employee or independent contractor apply for an open position with Union County pursuant to a job posting, this will not constitute actively
recruiting and will not be a violation of this paragraph.Int. ______
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Any engagement with a Walk West contractor while this Agreement is in effect and continuing for a period of one 1 year after
the termination or expiration of this Agreement requires pre-approval in writing by a Walk West Partner. The foregoing shall
only be applicable and enforceable to the extent Client is informed by Walk West of the entities for which the foregoing
provision applies.
1.5. Upon final payment by Client, except as limited herein, all rights and title in and to the finished deliverable (the
“Project Deliverableˮ) produced by Walk West will be owned by Client. Walk West agrees to execute and deliver to Client any
and all documentation necessary to effectuate a transfer of right and title in and to any Project Deliverable to Client.
Notwithstanding the foregoing, rights to photos, graphics, source code, work-up files, computer programs or any other items
in which Walk West is unable to transfer the full intellectual property rights to Client (if any) or intellectual property rights not
related to the copyrights in and to the Project Deliverable are not transferred to the Client, and remain the property of Walk
West or their respective owners (subject to a license to Client to use the foregoing in connection with the Project Deliverable).
A written detail of any non-transferrable copyrights, licenses or intellectual property rights can be requested by Client at the
completion of any Statement of Work. Notwithstanding anything to the contrary contained in this Agreement, neither Walk
West nor any of its employees or agents, warrants that the functions contained in the Project Deliverable will be uninterrupted
or error-free. In no event will Walk West or its subcontractors be liable to the Client with respect to any damages related to
third parties, including without limitation, damages related to the Hosting Service, failure or delay of any third-party service
provider, issues related to any particular computer or internet software, etc. The foregoing notwithstanding, Walk West
warrants that it owns all rights, title and interest in, or has secured the right to use from the lawful owner, all intellectual
property used in the performance of this Agreement and that usage of said intellectual property does not infringe on the
rights of any third party.
All notices under this Agreement shall be in writing, return receipt requested, to the address of such party specified on the
most recently issued Statement of Work or as specified by such party in writing to the other party after the date of this
Agreement. Notices delivered personally shall be deemed given upon documented receipt or refusal by recipient to accept
receipt. Notwithstanding the foregoing, all communications from Client to Walk West concerning any disputed debts or
amounts owed to Walk West by Client, including, without limitation, any instruments tendered as full or partial satisfaction of a
debt or an account receivable, should be sent to Walk West except to the attention of the “Disputed Debts Department.ˮ
Notwithstanding anything to the contrary herein, Walk West and its personnel shall be free to use and employ their general
skills, know-how, and expertise, and to use, disclose and employ any generalized ideas, concepts, know-how, methods,
techniques, or skills gained or learned during the course of any assignment. Walk West reserves the right, with the prior
written approval of the Client, to reproduce, publish, and display project deliverables in person, in print, in galleries, or online
for the purposes of recognition, promotion, or professional advancement, and reserves the right to be credited with
authorship of project deliverables in connection with such uses.
1.6 All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services.
1.7 Parties agree to the terms of Exhibit A, which are attached and incorporated herein by reference.
241
This STATEMENT OF WORK (“SOWˮ) is made, entered into and effective as of______________by and between WALK WEST, INC.,
a North Carolina corporation, (“WALK WESTˮ) and UNION COUNTY, NC (“Clientˮ) and is governed by the Master Services
Agreement between the parties effective ______________ (“Agreementˮ).
PROJECT OBJECTIVE
To support Client with strategic marketing and marketing and creative services from October 1, 2025 through October 31,
2028.
PROJECT DELIVERABLES
Marketing Support
Phase/Activity Details
Marketing Support Walk West will support Client with various marketing efforts as needed.
Key Tasks/Deliverables may include but are not limited to::
●Graphic Design Support
●Photography Support
●Videography Support
Account Management/
Executive Oversight
A dedicated account manager will ensure effective and timely delivery of work, as well as
providing clear communication on project activities over the course of the entire
engagement. Executive oversight to participate in pivotal conversations throughout the
branding process.
CLIENT RESPONSIBILITIES
Throughout this engagement, Client agrees to provide timely and consolidated feedback where needed. When Client approval
is required, approval must be given in writing before Walk West is able to move on to the next project activity. The assumed
turnaround time for client feedback is 2-business days. Failure to meet this signoff may result in a delayed project timeline.
Additional client responsibilities for this project include:
●Providing access to all necessary platforms
●Sharing all information relevant to the current strategic plan
PROJECT ASSUMPTIONS
1.Client understands that they will be responsible for participation in work streams. Repeated failure to meet obligations
may result in the project being placed on hold. Releasing a project from a hold status is subject to Walk Westʼs
availability. An on hold project will not delay the billing schedule detailed below.
2.Estimated timing is subject to change based on the client feedback time and revision rounds over the course of this
project.
3.Stock photography/video is not included in the fees detailed in this SOW. If stock imagery is needed, Walk West will
purchase an image license with Clientʼs approval and invoice those fees in addition to the outlined project fees.
PROJECT FEES AND EXPENSES
Based on the deliverables and assumptions described in this SOW our hourly fees for this project are $185.00. Project fees are
based on deliverables and hard costs described in this SOW.
242
As is customary, travel & other out-of-pocket related expenses, such as but not limited to, stock photography/music licenses,
equipment and materials, etc., and all other agreed upon third party costs will be billed separately, and are in addition to Walk
Westʼs project fees.
The fees for Services are defined as follows:
DELIVERABLE ESTIMATED TIMING FEE
Marketing Support 3 Years: October 1, 2025 through October 1, 2028 Bill To Actuals Monthly
TOTAL
BUDGET NOTES
a.Should any additional services be required or requested beyond those noted above, Walk West will work with Client to
mutually agree upon and define such additional services and fees under a Change Order. Change requests will not be
subject to the timeline listed above.
b.Total travel expenses will depend on the number of on-site meetings and the number of team members who attend;
Walk West will work directly with Client regarding as needed.
BILLING SCHEDULE
The below schedule will be followed, independently of any project schedule. Reimbursable expenses will be invoiced
separately, as incurred. Reimbursable expenses include out-of-pocket expenses for travel, communications, and other
expenses incurred in the direct support of the Project, which are billed at Walk Westʼs cost and only accrued with Clientʼs
permission. Client agrees to pay Walk West for the fees indicated plus reimbursable expenses. Payment terms are net15.
Fees will accrue according to the schedule below:
Date of Invoice Description Amount
November 1, 2025 October Marketing Support Bill To Actuals
December 1, 2025 November Marketing Support Bill To Actuals
January 1, 2026 December Marketing Support Bill To Actuals
February 1, 2026 January Marketing Support Bill To Actuals
March 1, 2026 February Marketing Support Bill To Actuals
April 1, 2026 March Marketing Support Bill To Actuals
May 1, 2026 April Marketing Support Bill To Actuals
June 1, 2026 May Marketing Support Bill To Actuals
July 1, 2026 June Marketing Support Bill To Actuals
August 1, 2026 July Marketing Support Bill To Actuals
September 1, 2026 August Marketing Support Bill To Actuals
October 1, 2026 September Marketing Support Bill To Actuals
November 1, 2026 October Marketing Support Bill To Actuals
* All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services.Int. _____
30 days from receipt
of an accurate
invoice.Int. ____
243
December 1, 2026 November Marketing Support Bill To Actuals
January 1, 2027 December Marketing Support Bill To Actuals
February 1, 2027 January Marketing Support Bill To Actuals
March 1, 2027 February Marketing Support Bill To Actuals
April 1, 2027 March Marketing Support Bill To Actuals
May 1, 2027 April Marketing Support Bill To Actuals
June 1, 2027 May Marketing Support Bill To Actuals
July 1, 2027 June Marketing Support Bill To Actuals
August 1, 2027 July Marketing Support Bill To Actuals
September 1, 2027 August Marketing Support Bill To Actuals
October 1, 2027 September Marketing Support Bill To Actuals
November 1, 2027 October Marketing Support Bill To Actuals
December 1, 2027 November Marketing Support Bill To Actuals
January 1, 2028 December Marketing Support Bill To Actuals
February 1, 2028 January Marketing Support Bill To Actuals
March 1, 2028 February Marketing Support Bill To Actuals
April 1, 2028 March Marketing Support Bill To Actuals
May 1, 2028 April Marketing Support Bill To Actuals
June 1, 2028 May Marketing Support Bill To Actuals
July 1, 2028 June Marketing Support Bill To Actuals
August 1, 2028 July Marketing Support Bill To Actuals
September 1, 2028 August Marketing Support Bill To Actuals
October 1, 2028 September Marketing Support Bill To Actuals
TERMINATION
Either Walk West or Client may terminate this Agreement at any time upon a minimum fifteen 15 days written notice to the
other party, and Client shall have no further obligation for payment to Walk West other than for fees previously earned and
unpaid and reimbursable expenses at the time of termination. In such instance, Walk West at the option of Client shall only be
responsible to Client to provide either (i) Services for which Client has already paid Walk West, or (ii) refund for Services paid
for by Client not yet performed by Walk West. Client acknowledges that If Client has not participated in workstreams nor
responded to Walk West's inquiries/attempts to contact Client for a period of fifteen 15 days, this Agreement may be
terminated by Walk West, in its sole discretion, and Walk West shall have no obligation to reimburse Client for any prepaid fees
paid for Services (such fees shall become non-refundable) nor deliver any outstanding Services outlined herein.
244
(signature page follows)
245
AUTHORIZATION
This Master Services Agreement has been executed as of the date first set forth above. By signing this SOW, both parties
authorize work to begin on this project.
WALK WEST
WALK WEST, INC.
CLIENT
UNION COUNTY, NC
Signature Signature
Date Date
Name Name
Title Title
Brian Matthews
County Manager
This instrument has been preaudited in the mannter required by
The Local Government Budget and Fiscal Control Act.
_______________________
Deputy Finance Officer
Approved as to Legal Form: KLC
246
Exhibit A
I. At Walk West’s sole expense, Walk West 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. Walk West’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, Walk West shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Walk West shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
247
D. It is the intention of the parties that the insurance policies afforded by Walk West
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 Walk West’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Walk West.
F. Notwithstanding the notification requirements of the Insurer, Walk West 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: Public Communications
Contract #: 9939
H. Insurance procured by Walk West shall not reduce nor limit Walk West’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 Walk West is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Walk West 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. 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. Walk
West shall ensure that Walk West 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
248
Carolina General Statutes. A breach of this provision by Walk West will be considered a
breach of this Agreement, which entitles Union County to terminate this Agreement,
without penalty, upon notice to Walk West.
249
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-680 Agenda Date:11/3/2025
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Draft minutes have been emailed to the Board for review and approval.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 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 #:25-663 Agenda Date:11/3/2025
TITLE:..title
Tax Collector’s Departmental Report for September 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
September 2025 as required by NCGS 105-350(7).
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 1 of 1
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Memorandum
Tax Administration | Revenue Division
500 N. Main St., Suite 119
Monroe, NC 28112
T 704.283.3848 unioncountync.gov
To: Board of County Commissioners
Brian Matthews, County Manager
Lynn West, Clerk to the Board
From: Vann Harrell
Tax Administrator
Date: October 8, 2025
Re: Departmental Monthly Report
The Tax Collector’s monthly/year to date collections report for the month ending
September 30, 2025 is attached for your information and review.
Should you desire additional information, I will provide that at your request.
Attachment
VH/JM
252
SEPTEMBER 2025
PERCENTAGE FOR REGULAR TAX
SEPTEMBER 30, 2025 REGULAR TAX 2025 2024 2023 2022 2021
BEGINNING CHARGE 271,466,816.79 237,261,500.57 226,168,660.34 217,058,440.93 208,197,353.02
TAX CHARGE
PUBLIC UTILITIES CHARGE
DISCOVERIES 239,223.32
NON DISCOVERIES 20,817.33 15,384.74 14,893.06 15,066.39
RELEASES (283,190.73) (1,168.97) (871.60) (816.71) (816.95)
TOTAL CHARGE 271,443,666.71 237,275,716.34 226,182,681.80 217,072,690.61 208,196,536.07
BEGINNING COLLECTIONS 15,918,925.90 236,963,185.37 226,064,442.36 216,989,311.22 208,144,063.53
COLLECTIONS 18,570,581.96 20,997.62 10,503.37 8,928.14 68.19
TOTAL COLLECTIONS 34,489,507.86 236,984,182.99 226,074,945.73 216,998,239.36 208,144,131.72
BALANCE OUTSTANDING 236,954,158.85 291,533.35 107,736.07 74,451.25 52,404.35
PERCENTAGE OF REGULAR 12.71%99.88%99.95%99.97%99.97%
OVERALL CHARGED 271,443,666.71 237,275,716.34 226,182,681.80 217,072,690.61 208,196,536.07
OVERALL COLLECTED 34,489,507.86 236,984,182.99 226,074,945.73 216,998,239.36 208,144,131.72
OVERALL PERCENTAGE 12.71%99.88%99.95%99.97%99.97%
1
253
SEPTEMBER 2025
PERCENTAGE FOR REGULAR TAX
SEPTEMBER 30, 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
(488.11)
192,181,201.53 186,540,147.30 180,717,811.44 186,663,147.61
192,110,436.55 186,442,641.29 180,659,762.09 186,615,824.26
410.94 126.45 126.45
192,110,847.49 186,442,767.74 180,659,888.54 186,615,824.26
70,354.04 97,379.56 57,922.90 47,323.35
99.96%99.95%99.97%99.97%
192,181,201.53 186,540,147.30 180,717,811.44 186,663,147.61
192,110,847.49 186,442,767.74 180,659,888.54 186,615,824.26
99.96%99.95%99.97%99.97%
2
254
SEPTEMBER 2025
PERCENTAGE FOR REGULAR TAX
SEPTEMBER 30, 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
176,820,394.22
95.55
176,820,489.77
39,114.60
99.98%
176,859,604.37
176,820,489.77
99.98%
3
255
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-669 Agenda Date:11/3/2025
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 September 2025 NCVTS
releases and refunds less than $100 and prorations approved by the finance officer.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 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
600 TAX $36.02 $0.00
200 TAX ($97.84)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $10.42 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $44.76 $0.00
200 TAX ($121.57)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $12.94 $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 ($22.95)$0.00
101 TAX ($11.25)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($5.59)$0.00
003 TAX ($2.46)$0.00
005 TAX ($0.55)$0.00
004 TAX ($4.11)$0.00
002 TAX ($52.62)$0.00
Refund
001 TAX ($36.06)$0.00
200 TAX ($111.03)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.87)$0.00
005 TAX ($0.86)$0.00
004 TAX ($6.45)$0.00
002 TAX ($82.68)$0.00
Refund
001 TAX ($14.65)$0.00
500 TAX ($34.56)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.69)$0.00
003 TAX ($1.57)$0.00
005 TAX ($0.35)$0.00
004 TAX ($2.62)$0.00
002 TAX ($33.59)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($20.10)$0.00
200 VEHICLE FEE ($30.00)$0.00
800 TAX $1.00 $0.00
026 TAX $1.59 $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 ($28.64)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $3.01 $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 ($11.97)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $1.96 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
MONROE, NC
28110
Adjustment <
$100 0086821416 HJE5294
1ST CHOICE
GLASS INC
3221 A
WESTWOOD
IDSTRL CT
1ST CHOICE
GLASS INC
1ST CHOICE
GLASS INC
3221 A
WESTWOOD
IDSTRL CT
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
$0.00
$0.00
$0.00
$0.00
$81.40
$0.00
$36.02
($97.84)
($30.00)
$10.421054237212
Refund Generated due
to adjustment on
Bill #0086821416-
2024-2024-0000
Situs error 9/17/2025
($6.45)
($82.68)
$240.95
PENDING
1ST QUALITY
HEATING &
AIRINC
1ST QUALITY
HEATING &
AIRINC
1910 GRIGG LN
$0.00
$0.00
$0.00
$0.00
$93.87
$0.00
$44.76
($121.57)
($30.00)
$12.941054512981
Refund Generated due
to adjustment on
Bill #0087285216-
2024-2024-0000
Situs error 9/18/2025MONROE, NC
28110
Adjustment <
$100 0087285216 HLB3904 PENDING1ST CHOICE
GLASS INC
($0.55)
($4.11)
($52.62)
$99.53
($22.95)
($11.25)
$0.00
($5.59)
($2.46)938228808
Refund Generated due
to proration on Bill
#0073102745-2024-
2024-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MARVIN, NC
28173 Proration 0073102745 TF7642 AUTHORIZED
ADRAH, ROBERT
TETTEH
ADRAH, ROBERT
TETTEH
1208 FLAT
HEADS LN
WAXHAW, NC
28173 Proration 0069753082 KEH7852 AUTHORIZED 939874968
Refund Generated due
to proration on Bill
#0069753082-2024-
2024-0000-00
($36.06)
($111.03)
$0.00
($3.87)
($0.86)
818763267
Refund Generated due
to proration on Bill
#0076414734-2024-
2024-0000-00
Vehicle
Sold 9/10/2025 9/11/2025INDIAN TRAIL,
NC 28079 Proration 0076414734 ZS7481 AUTHORIZED
ABIZA,
TESHOME
SETETU
ABIZA,
TESHOME
SETETU
4425
ROUNDWOOD CT
ALIPOUR, ALI ALIPOUR, ALI 460 FAIRHAVEN
CT
Vehicle
Sold 9/30/2025 10/1/2025
($14.65)
($34.56)
$0.00
($4.69)
($1.57)
($0.35)
($2.62)
($33.59)
$92.03
$0.00
$0.00
$0.00
$0.00
$47.51
$0.00
($20.10)
($30.00)
$1.00
$1.591054237869
Refund Generated due
to adjustment on
Bill #0085742255-
2024-2024-0000
Situs error 9/17/2025WAXHAW, NC
28173
Adjustment <
$100 0085742255 PDP7428 PENDING
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
ANGARITA
GONZALEZ,
ELANNIE
ALEJANDRA
PO BOX 676
$0.00
$0.00
$0.00
$55.63
$0.00
($28.64)
($30.00)
$3.01
$0.00937100080
Refund Generated due
to adjustment on
Bill #0086844631-
2025-2025-0000
Situs error 9/17/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086844631 LLB8368 PENDINGALKHAZOV,
KAMAL
ALKHAZOV,
KAMAL
7012 OLD
EVERGREEN
PRKWAY
$0.00
$0.00
$0.00
$40.01
$0.00
($11.97)
($30.00)
$1.96
$0.00936831376
Refund Generated due
to adjustment on
Bill #0086935044-
2025-2025-0000
Situs error 9/16/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086935044 LKW1097 PENDING
Page 1 of 27
257
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 ($100.74)$0.00
970 TAX ($10.19)$0.00
026 TAX ($24.57)$0.00
003 TAX ($10.80)$0.00
005 TAX ($2.41)$0.00
004 TAX ($18.03)$0.00
002 TAX ($230.98)$0.00
Refund
001 TAX ($0.88)$0.00
025 TAX ($0.27)$0.00
003 TAX ($0.09)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.16)$0.00
002 TAX ($2.01)$0.00
Refund
001 TAX ($3.28)$0.00
500 TAX ($7.75)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.05)$0.00
003 TAX ($0.35)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.59)$0.00
002 TAX ($7.53)$0.00
Refund
001 TAX ($4.56)$0.00
028 TAX ($1.46)$0.00
003 TAX ($0.49)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.82)$0.00
002 TAX ($10.45)$0.00
Refund
001 TAX ($1.16)$0.00
970 TAX ($0.12)$0.00
015 TAX ($0.39)$0.00
003 TAX ($0.12)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.21)$0.00
002 TAX ($2.67)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($2.38)$0.00
200 VEHICLE FEE ($30.00)$0.00
017 TAX $0.39 $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 ($68.17)$0.00
200 TAX ($209.91)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($7.31)$0.00
005 TAX ($1.63)$0.00
004 TAX ($12.19)$0.00
002 TAX ($156.31)$0.00
Refund
001 TAX ($31.38)$0.00
026 TAX ($7.65)$0.00
003 TAX ($3.37)$0.00
005 TAX ($0.75)$0.00
004 TAX ($5.62)$0.00
002 TAX ($71.96)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($25.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
300 TAX $14.50 $0.00
300 VEHICLE FEE $25.00 $0.00
022 TAX $4.17 $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
($100.74)
($10.19)
($24.57)
($10.80)
($2.41)818489973
Refund Generated due
to proration on Bill
#0084552036-2024-
2024-0000-00
Vehicle
Sold 9/8/2025 9/9/2025
WESLEY
CHAPEL, NC
28104
Proration 0084552036 RKH2571 AUTHORIZEDARCE, ARMANDO
LUIS
ARCE, ARMANDO
LUIS
1003 LELAND
DR
BAILEY, JEAN
STONE
BAILEY, JEAN
STONE
7803 FOREST
OAKS LN
Vehicle
Sold 9/10/2025 9/11/2025
($0.88)
($0.27)
($0.09)
($0.02)
($0.16)
($2.01)
$3.43
($18.03)
($230.98)
$397.72
ARMOUR, DAVID
NATHANIEL
ARMOUR, DAVID
NATHANIEL
8719 KARIBUNI
DR APT B WAXHAW, NC
28173 Proration 0063285139 JJB9426 AUTHORIZED 701797374
Refund Generated due
to proration on Bill
#0063285139-2024-
2024-0000-00
($0.08)
($0.59)
($7.53)
$20.63
($3.28)
($7.75)
$0.00
($1.05)
($0.35)935986688
Refund Generated due
to proration on Bill
#0016611831-2024-
2024-0000-00
Vehicle
Sold 9/11/2025 9/12/2025WAXHAW, NC
28173 Proration 0016611831 JKT7536 AUTHORIZED
($4.56)
($1.46)
($0.49)
($0.11)
($0.82)
701988834
Refund Generated due
to proration on Bill
#0017935726-2024-
2024-0000-00
Vehicle
Sold 9/11/2025 9/12/2025WAXHAW, NC
28173 Proration 0017935726 ADC3060 AUTHORIZEDBALDWIN,
JULIA MURRAY
BALDWIN,
JULIA MURRAY
BALDWIN,
WILEY MILES
7428
MOCKINGBIRD
LN
BARNES, JOHN
KEITH
BARNES, JOHN
KEITH
4103 A MULLIS
NEWSOME RD
9/4/2025 9/5/2025
($1.16)
($0.12)
($0.39)
($0.12)
($0.03)
($0.21)
($2.67)
$4.70
($10.45)
$17.89
BALLES, JOHN BALLES, JOHN
1217
CHANDLERSFIEL
D DR
WAXHAW, NC
28173 Proration 0016586616 JDJ2236 AUTHORIZED 817703537
Refund Generated due
to proration on Bill
#0016586616-2024-
2024-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$31.99
$0.00
($2.38)
($30.00)
$0.39
$0.00937100096
Refund Generated due
to adjustment on
Bill #0086827988-
2025-2025-0000
Situs error 9/17/2025MONROE, NC
28110
Adjustment <
$100 0086827988 9N9319 PENDING
($68.17)
($209.91)
$0.00
($7.31)
($1.63)
821456706
Refund Generated due
to proration on Bill
#0085707094-2024-
2024-0000-00
Insurance
Lapse 9/25/2025 9/26/2025MONROE, NC
28110 Proration 0085707094 LHE4550 AUTHORIZEDBARROS FILHO,
MARCELO LOPES
BARROS FILHO,
MARCELO LOPES
1031 WIND
CARVED LN
Vehicle
Sold 9/9/2025 9/10/2025
($31.38)
($7.65)
($3.37)
($0.75)
($5.62)
($71.96)
$120.73
($12.19)
($156.31)
$455.52
BAYLOG,
WILLIAM
O'CONNELL
BAYLOG,
WILLIAM
O'CONNELL
701 ELLSWORTH
RD
CHARLOTTE, NC
28211 Proration 0076710032 GBAY4 AUTHORIZED 701591700
Refund Generated due
to proration on Bill
#0076710032-2024-
2024-0000-00
$0.00
$0.00
$0.00
$0.00
($25.52)
($30.00)
$14.50
$25.001171374590
Refund Generated due
to adjustment on
Bill #0086888003-
2025-2025-0000
Situs error 9/17/2025WINGATE, NC
28174
Adjustment <
$100 0086888003 LKC6250 PENDING
$11.85
BEEDEN, LEWIS
DANIEL
BEEDEN, LEWIS
DANIEL
102 W WILSON
ST BENNETT 213B $4.17
$0.00
Page 2 of 27
258
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 ($37.05)$0.00
015 TAX ($12.53)$0.00
003 TAX ($3.97)$0.00
005 TAX ($0.89)$0.00
004 TAX ($6.63)$0.00
002 TAX ($84.97)$0.00
Refund
001 TAX ($22.75)$0.00
800 TAX ($3.49)$0.00
026 TAX ($5.55)$0.00
003 TAX ($2.44)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.07)$0.00
002 TAX ($52.15)$0.00
Refund
001 TAX ($5.64)$0.00
026 TAX ($1.38)$0.00
003 TAX ($0.61)$0.00
005 TAX ($0.13)$0.00
004 TAX ($1.01)$0.00
002 TAX ($12.93)$0.00
Refund
001 TAX ($23.67)$0.00
500 TAX ($55.84)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.59)$0.00
003 TAX ($2.54)$0.00
005 TAX ($0.57)$0.00
004 TAX ($4.23)$0.00
002 TAX ($54.27)$0.00
Refund
001 TAX ($46.47)$0.00
600 TAX ($52.67)$0.00
020 TAX ($15.23)$0.00
003 TAX ($4.99)$0.00
005 TAX ($1.11)$0.00
004 TAX ($8.31)$0.00
002 TAX ($106.54)$0.00
Refund
001 TAX ($9.76)$0.00
200 TAX ($30.04)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.04)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.75)$0.00
002 TAX ($22.36)$0.00
Refund
001 TAX ($3.26)$0.00
800 TAX ($0.50)$0.00
026 TAX ($0.80)$0.00
003 TAX ($0.35)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.59)$0.00
002 TAX ($7.48)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($18.19)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $0.72 $0.00
021 TAX $2.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($10.95)$0.00
800 TAX ($1.68)$0.00
026 TAX ($2.67)$0.00
003 TAX ($1.17)$0.00
005 TAX ($0.26)$0.00
004 TAX ($1.96)$0.00
002 TAX ($25.10)$0.00
Refund
9/18/2025
($37.05)
($12.53)
($3.97)
($0.89)
($6.63)
($84.97)
$146.04
BERNHARDT,
KYLE EDWARD
BERNHARDT,
KYLE EDWARD
4711 TOMS
CREEK CT
WAXHAW, NC
28173 Proration 0066216684 DJL3997 AUTHORIZED 702824394
Refund Generated due
to proration on Bill
#0066216684-2024-
2024-0000-00
Vehicle
Sold 9/17/2025
($22.75)
($3.49)
($5.55)
($2.44)
($0.54)820949185
Refund Generated due
to proration on Bill
#0085572657-2024-
2024-0000-00
Vehicle
Totalled 9/23/2025 9/24/2025WEDDINGTON,
NC 28104 Proration 0085572657 LHA7962 AUTHORIZEDBEYER,
TIMOTHY PAUL
BEYER,
TIMOTHY PAUL
3051 KINGS
MANOR DR
BLOCK,
CHRISTY ANN
BLOCK,
CHRISTY ANN
1900 CHATOOKA
LN
Vehicle
Sold 9/12/2025 9/15/2025
($5.64)
($1.38)
($0.61)
($0.13)
($1.01)
($12.93)
$21.70
($4.07)
($52.15)
$90.99
BILL, BRIAN
CARL
BILL, BRIAN
CARL
11021 ROYAL
COLONY DR
WAXHAW, NC
28173 Proration 0029456925 JEK6788 AUTHORIZED 702171480
Refund Generated due
to proration on Bill
#0029456925-2024-
2024-0000-00
($0.57)
($4.23)
($54.27)
$148.71
($23.67)
($55.84)
$0.00
($7.59)
($2.54)935729920
Refund Generated due
to proration on Bill
#0074982324-2024-
2024-0000-00
Reg . Out
of state 9/10/2025 9/11/2025WAXHAW, NC
28173 Proration 0074982324 FCW2786 AUTHORIZED
($46.47)
($52.67)
($15.23)
($4.99)
($1.11)817959835
Refund Generated due
to proration on Bill
#0084268261-2024-
2024-0000-00
Vehicle
Sold 9/5/2025 9/8/2025INDIAN TRAIL,
NC 28079 Proration 0084268261 RHH2196 AUTHORIZEDBLUDOV, OLEG BLUDOV, OLEG 317 E PARK RD APT 326
Vehicle
Sold 9/5/2025 9/8/2025
($9.76)
($30.04)
$0.00
($1.04)
($0.23)
($1.75)
($22.36)
$65.18
($8.31)
($106.54)
$235.32
BONNEY, GARY
MICHAEL
BONNEY, GARY
MICHAEL
2140 FINCH
GRV UNIT 205
MONROE, NC
28110 Proration 0085408730 VFZ1586 AUTHORIZED 817960556
Refund Generated due
to proration on Bill
#0085408730-2024-
2024-0000-00
BROOKS, ERIC
VAN
BROOKS, ERIC
VAN
BROOKS, JULIE
PRICE
507 W
UNIONVILLE
INDIAN T
MONROE, NC
28110
Adjustment <
$100 0083501856 TCA8938 PENDING 1053889065
Refund Generated due
to adjustment on
Bill #0083501856-
2024-2024-0000
($3.26)
($0.50)
($0.80)
($0.35)
($0.08)817312706
Refund Generated due
to proration on Bill
#0066368512-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025CHARLOTTE, NC
28271 Proration 0066368512 KW9453 AUTHORIZEDBORIS,
FARRELL
BORIS,
FARRELL PO BOX 78974
Situs error 9/15/2025
$0.00
($18.19)
($30.00)
$0.72
$2.45
$0.00
$0.00
$0.00
$0.00
$45.02
($0.59)
($7.48)
$13.06
($10.95)
($1.68)
($2.67)
($1.17)
($0.26)818489392
Refund Generated due
to proration on Bill
#0060320718-2024-
2024-0000-00
Reg . Out
of state 9/8/2025 9/9/2025SUWANEE, GA
30024 Proration 0060320718 THD2062 AUTHORIZEDBURITICA,
GEORGE
BURITICA,
GEORGE
4595
WHITESTONE
WAY ($1.96)
($25.10)
$43.79
Page 3 of 27
259
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 ($84.27)$0.00
800 TAX ($12.91)$0.00
026 TAX ($20.55)$0.00
003 TAX ($9.04)$0.00
005 TAX ($2.01)$0.00
004 TAX ($15.07)$0.00
002 TAX ($193.21)$0.00
Refund
001 TAX ($41.61)$0.00
800 TAX ($6.37)$0.00
026 TAX ($10.15)$0.00
003 TAX ($4.46)$0.00
005 TAX ($0.99)$0.00
004 TAX ($7.44)$0.00
002 TAX ($95.42)$0.00
Refund
001 TAX ($2.61)$0.00
700 TAX ($3.45)$0.00
020 TAX ($0.86)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.47)$0.00
002 TAX ($5.98)$0.00
Refund
001 TAX ($49.13)$0.00
930 TAX ($6.02)$0.00
016 TAX ($18.21)$0.00
003 TAX ($5.26)$0.00
005 TAX ($1.18)$0.00
004 TAX ($8.79)$0.00
002 TAX ($112.65)$0.00
Refund
001 TAX ($20.36)$0.00
500 TAX ($48.03)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.53)$0.00
003 TAX ($2.18)$0.00
005 TAX ($0.49)$0.00
004 TAX ($3.64)$0.00
002 TAX ($46.69)$0.00
Refund
001 TAX ($21.82)$0.00
022 TAX ($11.43)$0.00
003 TAX ($2.34)$0.00
005 TAX ($0.52)$0.00
004 TAX ($3.90)$0.00
002 TAX ($50.03)$0.00
Refund
001 TAX ($4.30)$0.00
500 TAX ($10.15)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.38)$0.00
003 TAX ($0.46)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.77)$0.00
002 TAX ($9.87)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($41.26)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $4.53 $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 ($36.32)$0.00
600 TAX ($41.17)$0.00
023 TAX ($11.39)$0.00
003 TAX ($3.89)$0.00
005 TAX ($0.87)$0.00
004 TAX ($6.50)$0.00
002 TAX ($83.27)$0.00
Refund
BURITICA,
GEORGE
BURITICA,
GEORGE
4595
WHITESTONE
WAY
SUWANEE, GA
30024 Proration 0080775030 LAC8986 AUTHORIZED 818489406
Refund Generated due
to proration on Bill
#0080775030-2024-
2024-0000-00
4595
WHITESTONE
WAY
Reg . Out
of state 9/8/2025 9/9/2025
($84.27)
($12.91)
($20.55)
($9.04)
($2.01)
($15.07)
($193.21)
$337.06
($112.65)
$201.24
BURROWS,
AARON
MARSHALL
BURROWS,
AARON
MARSHALL
8080 SAPWOOD
CT
MATTHEWS, NC
28104 Proration 0058592150 EAJ2240 AUTHORIZED 822391353
Refund Generated due
to proration on Bill
#0058592150-2024-
2024-0000-00
($41.61)
($6.37)
($10.15)
($4.46)
($0.99)818489385
Refund Generated due
to proration on Bill
#0081353783-2024-
2024-0000-00
Reg . Out
of state 9/8/2025 9/9/2025SUWANEE, GA
30024 Proration 0081353783 VEJ2609 AUTHORIZED
BURITICA,
TRICIA
LILIOUKALANI
BURITICA,
TRICIA
LILIOUKALANI
Vehicle
Sold 9/30/2025 10/1/2025
($2.61)
($3.45)
($0.86)
($0.28)
($0.06)
($0.47)
($5.98)
$13.71
($7.44)
($95.42)
$166.44
($8.79)
CARPENTER,
BRYANNA
ASHLEE
CARPENTER,
BRYANNA
ASHLEE
215 NORTH AVE
NE APT 1225 ATLANTA, GA
30308 Proration 0080523010 VEF2160 AUTHORIZED 935985536
Refund Generated due
to proration on Bill
#0080523010-2024-
2024-0000-00
($49.13)
($6.02)
($18.21)
($5.26)
($1.18)818490841
Refund Generated due
to proration on Bill
#0065218927-2024-
2024-0000-00
Vehicle
Sold 9/8/2025 9/9/2025INDIAN TRAIL,
NC 28079 Proration 0065218927 HKN9072 AUTHORIZED
CAIRO,
MATTHEW
ANTHONY
CAIRO,
MATTHEW
ANTHONY
CAIRO, CIARA
PAIGE
9913 WINDROW
DR
CARTER,
TIFFANY
MICHELLE
3280 RIDGEWAY
RD
Reg . Out
of state 9/11/2025 9/12/2025
($20.36)
($48.03)
$0.00
($6.53)
($2.18)
($0.49)
($3.64)
($46.69)
$127.92
($50.03)
$90.04
Situs error 9/17/2025
CASE, SHARON
BAKER
CASE, SHARON
BAKER 801 SHARON DR WAXHAW, NC
28173 Proration 0063572113 JCC1512 AUTHORIZED 936226624
Refund Generated due
to proration on Bill
#0063572113-2024-
2024-0000-00
Vehicle
Totalled
($21.82)
($11.43)
($2.34)
($0.52)
($3.90)
703197078
Refund Generated due
to proration on Bill
#0083218108-2024-
2024-0000-00
Reg . Out
of state 9/19/2025 9/22/2025GREAT FALLS,
SC 29055 Proration 0083218108 LHZ2031 AUTHORIZED
CARTER,
TIFFANY
MICHELLE
9/12/2025 9/15/2025
($4.30)
($10.15)
$0.00
($1.38)
($0.46)
($0.10)
($0.77)
($9.87)
$27.03
$0.00
$0.00
$0.00
$66.73
$0.00
($41.26)
($30.00)
$4.53
$0.00
MONROE, NC
28110
Adjustment <
$100 0087264581 VBA6572 PENDING
CASTILLO,
MARICELA
CAPOTE
CASTILLO,
MARICELA
CAPOTE
620 GLADEDALE
LN 937099552
Refund Generated due
to adjustment on
Bill #0087264581-
2024-2024-0000
($36.32)
($41.17)
($11.39)
($3.89)
($0.87)818763323
Refund Generated due
to proration on Bill
#0084738065-2024-
2024-0000-00
Vehicle
Sold 9/10/2025 9/11/2025INDIAN TRAIL,
NC 28079 Proration 0084738065 JAX2317 AUTHORIZEDCHICK, KARA
RENEE
CHICK, KARA
RENEE
CHICK, JARRED
MICHAEL
1001
BREAKMAKER LN
($6.50)
($83.27)
$183.41
Page 4 of 27
260
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 ($1.95)$0.00
500 TAX ($4.61)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.63)$0.00
003 TAX ($0.21)$0.00
005 TAX ($0.05)$0.00
004 TAX ($0.35)$0.00
002 TAX ($4.48)$0.00
Refund
001 TAX ($20.67)$0.00
600 TAX ($31.26)$0.00
023 TAX ($7.85)$0.00
003 TAX ($1.95)$0.00
005 TAX ($0.83)$0.00
004 TAX ($7.15)$0.00
002 TAX ($49.25)$0.00
Refund
001 TAX ($17.21)$0.00
500 TAX ($40.61)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($5.52)$0.00
003 TAX ($1.84)$0.00
005 TAX ($0.41)$0.00
004 TAX ($3.08)$0.00
002 TAX ($39.47)$0.00
Refund
001 TAX ($22.50)$0.00
500 TAX ($53.08)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.21)$0.00
003 TAX ($2.41)$0.00
005 TAX ($0.54)$0.00
004 TAX ($4.03)$0.00
002 TAX ($51.59)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($21.12)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $3.45 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($137.81)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $59.19 $0.00
700 VEHICLE FEE $25.00 $0.00
020 TAX $14.47 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $44.88 $0.00
200 TAX ($116.15)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $12.20 $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 ($5.44)$0.00
900 TAX ($7.09)$0.00
023 TAX ($1.71)$0.00
003 TAX ($0.59)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.97)$0.00
002 TAX ($12.47)$0.00
Refund
CHILES, ISAAC
BEVERLY
CHILES, ISAAC
BEVERLY
5016
BRITANNIA
BLVD
WAXHAW, NC
28173 Proration 0075027576 KMP5665 AUTHORIZED 938186312
Refund Generated due
to proration on Bill
#0075027576-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025
($1.95)
($4.61)
$0.00
($0.63)
($0.21)
($0.05)
($0.35)
($4.48)
$12.28
CONKLIN,
DOUGLAS
PATRICK
CONKLIN,
DOUGLAS
PATRICK
4210 SKYBOAT
CIR
FORT MILL, SC
29715 Proration 0081495737 LEE9582 AUTHORIZED 937099120
Refund Generated due
to proration on Bill
#0081495737-2024-
2024-0000-00
($20.67)
($31.26)
($7.85)
($1.95)
($0.83)821205693
Refund Generated due
to proration on Bill
#0087169139-2025-
2025-0000-00
Vehicle
Sold 9/24/2025 9/25/2025INDIAN TRAIL,
NC 28079 Proration 0087169139 VHX2846 AUTHORIZEDCHOI, ANDY
JINHO
CHOI, ANDY
JINHO
1036 EARLSTON
RD
Reg . Out
of state 9/17/2025 9/18/2025
($17.21)
($40.61)
$0.00
($5.52)
($1.84)
($0.41)
($3.08)
($39.47)
$108.14
($7.15)
($49.25)
$118.96
COVINGTON,
JULIUS WILSON
COVINGTON,
JULIUS WILSON PO BOX 481
($0.54)
($4.03)
($51.59)
$141.36
($22.50)
($53.08)
$0.00
($7.21)
($2.41)937099144
Refund Generated due
to proration on Bill
#0053294162-2024-
2024-0000-00
Reg . Out
of state 9/17/2025 9/18/2025FORT MILL, SC
29715 Proration 0053294162 RAS6867 AUTHORIZEDCONKLIN,
TAYLOR VERNI
CONKLIN,
TAYLOR VERNI
4210 SKYBOAT
CIR
$0.00
$0.00
$0.00
$47.67
$0.00
($21.12)
($30.00)
$3.45
$0.00937100120
Refund Generated due
to adjustment on
Bill #0086777616-
2025-2025-0000
Situs error 9/17/2025WINGATE, NC
28174
Adjustment <
$100 0086777616 LKV9094 PENDING
MATTHEWS, NC
28104
Adjustment <
$100 0086917973 HKP9157 PENDING
$0.00
$44.88
($116.15)
($30.00)
$12.20
$0.00
$0.00
$0.00
$0.00
$89.07
$69.15
$14.47
$0.00
$0.00
$0.00
$0.00
$0.00
($137.81)
($30.00)
$59.19
$25.001171039270
CRUMP, MARY
JANE HARRIS
CRUMP, MARY
JANE HARRIS
600 EXCHANGE
CRI ATP 104 INDIAN TRAIL,
NC 28079
Adjustment <
$100 0087294147 LLD5456 PENDING 1057290039
Refund Generated due
to adjustment on
Bill #0087294147-
2025-2025-0000
Situs error 9/29/2025
CRAIG,
RAYMOND
EVERETT
CRAIG,
RAYMOND
EVERETT
2008 ARIA
VILLAGE DR #
10
Refund Generated due
to adjustment on
Bill #0086917973-
2025-2025-0000
Situs error 9/16/2025
($5.44)
($7.09)
($1.71)
($0.59)
($0.13)817308681
Refund Generated due
to proration on Bill
#0071673608-2024-
2024-0000-00
Vehicle
Sold 9/2/2025 9/3/2025INDIAN TRAIL,
NC 28079 Proration 0071673608 REY4304 AUTHORIZEDDALY, MICHAEL
BRIAN
DALY, MICHAEL
BRIAN
DALY, KAREN
ROBBINS
4109 LOGAN
CIR
($0.97)
($12.47)
$28.40
Page 5 of 27
261
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($21.86)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $3.20 $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 ($16.18)$0.00
700 TAX ($21.42)$0.00
020 TAX ($5.31)$0.00
003 TAX ($1.73)$0.00
005 TAX ($0.38)$0.00
004 TAX ($2.89)$0.00
002 TAX ($37.11)$0.00
Refund
001 TAX ($9.36)$0.00
700 TAX ($12.38)$0.00
023 TAX ($2.93)$0.00
003 TAX ($1.00)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.67)$0.00
002 TAX ($21.45)$0.00
Refund
001 TAX ($22.29)$0.00
600 TAX ($25.27)$0.00
023 TAX ($6.99)$0.00
003 TAX ($2.39)$0.00
005 TAX ($0.53)$0.00
004 TAX ($3.99)$0.00
002 TAX ($51.11)$0.00
Refund
001 TAX ($16.51)$0.00
015 TAX ($5.59)$0.00
003 TAX ($1.77)$0.00
005 TAX ($0.40)$0.00
004 TAX ($2.95)$0.00
002 TAX ($37.86)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($20.59)$0.00
200 VEHICLE FEE ($30.00)$0.00
027 TAX $2.49 $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 ($9.62)$0.00
200 TAX ($29.63)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.03)$0.00
005 TAX ($0.23)$0.00
004 TAX ($1.72)$0.00
002 TAX ($22.07)$0.00
Refund
001 TAX ($44.80)$0.00
027 TAX ($18.06)$0.00
003 TAX ($4.81)$0.00
005 TAX ($1.07)$0.00
004 TAX ($8.02)$0.00
002 TAX ($102.72)$0.00
Refund
001 TAX ($130.02)$0.00
016 TAX ($48.20)$0.00
003 TAX ($13.94)$0.00
005 TAX ($3.11)$0.00
004 TAX ($23.26)$0.00
002 TAX ($298.12)$0.00
Refund
DAVIS, ASHLEY
NICOLE
DAVIS, ASHLEY
NICOLE
7336 MORGAN
MILL RD
MONROE, NC
28110
Adjustment <
$100 0087406108 LEA8944 PENDING 939813064
Refund Generated due
to adjustment on
Bill #0087406108-
2024-2024-0000
Situs error 9/29/2025
$0.00
($21.86)
($30.00)
$3.20
$0.00
$0.00
$0.00
$0.00
$48.66
($16.18)
($21.42)
($5.31)
($1.73)
($0.38)818489693
Refund Generated due
to proration on Bill
#0083362031-2024-
2024-0000-00
Vehicle
Sold 9/8/2025 9/9/2025STALLINGS, NC
28104 Proration 0083362031 6Z55DV AUTHORIZEDDAVIS, TERRY DAVIS, TERRY 4900 POTTER
RD
Vehicle
Sold 9/16/2025 9/17/2025
($9.36)
($12.38)
($2.93)
($1.00)
($0.22)
($1.67)
($21.45)
$49.01
($2.89)
($37.11)
$85.02
DAY, RENE
WOOD
DAY, RENE
WOOD
DAY, RICHARD
LEONARD
124
BROWNSTONE CT
MATTHEWS, NC
28104 Proration 0070793870 JHD6584 AUTHORIZED 819727090
Refund Generated due
to proration on Bill
#0070793870-2024-
2024-0000-00
($22.29)
($25.27)
($6.99)
($2.39)
($0.53)817703558
Refund Generated due
to proration on Bill
#0076534229-2024-
2024-0000-00
Vehicle
Sold 9/4/2025 9/5/2025INDIAN TRAIL,
NC 28079 Proration 0076534229 LAH4276 AUTHORIZEDDEESE, BRANDI
CUTLER
DEESE, BRANDI
CUTLER
2009 TERRAPIN
ST
DEWALD,
JEFFREY
THOMAS
DEWALD,
JEFFREY
THOMAS
4001 VAN
SNEED
Vehicle
Sold 9/11/2025 9/12/2025
($16.51)
($5.59)
($1.77)
($0.40)
($2.95)
($37.86)
$65.08
($3.99)
($51.11)
$112.57
DEMARCO,
GREGORY RALPH
DEMARCO,
GREGORY RALPH
DEMARCO,
WENDY POLESKY
5210 PARKWOOD
SCHOOL RD
WAXHAW, NC
28173 Proration 0054674974 HD5618N AUTHORIZED 701990556
Refund Generated due
to proration on Bill
#0054674974-2024-
2024-0000-00
$0.00
$0.00
$0.00
$48.10
$0.00
($20.59)
($30.00)
$2.49
$0.00939814000
Refund Generated due
to adjustment on
Bill #0087117043-
2025-2025-0000
Situs error 9/29/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0087117043 VHE6362 PENDING
DOCKERY,
JENNIFER
EVANS
DOCKERY,
JENNIFER
EVANS
DOCKERY,
KEITH JACK
7819
LANDSFORD RD
MONROE, NC
28112 Proration 0072919591 KHJ9787 AUTHORIZED 704905362
Refund Generated due
to proration on Bill
#0072919591-2024-
2024-0000-00
($9.62)
($29.63)
$0.00
($1.03)
($0.23)
821456720
Refund Generated due
to proration on Bill
#0069043011-2024-
2024-0000-00
Vehicle
Sold 9/25/2025 9/26/2025INDIAN TRAIL,
NC 28079 Proration 0069043011 RDB8219 AUTHORIZEDDIAZ REYES,
BRAYAN ALEXIS
DIAZ REYES,
BRAYAN ALEXIS 6811 3RD AVE
Vehicle
Sold 9/30/2025 10/1/2025
($44.80)
($18.06)
($4.81)
($1.07)
($8.02)
($102.72)
$179.48
($1.72)
($22.07)
$64.30
($298.12)
$516.65
($130.02)
($48.20)
($13.94)
($3.11)
($23.26)
704906208
Refund Generated due
to proration on Bill
#0060568367-2024-
2024-0000-00
Vehicle
Sold 9/30/2025 10/1/2025MINT HILL, NC
28227 Proration 0060568367 RJE8823 AUTHORIZEDDOLAN, THOMAS
MICHAEL
DOLAN, THOMAS
MICHAEL
DOLAN, MARY
ROGERS
10933
PERSIMMON
CREEK DR
Page 6 of 27
262
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($5.15)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $0.84 $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 ($3.99)$0.00
500 TAX ($9.42)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.28)$0.00
003 TAX ($0.43)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.71)$0.00
002 TAX ($9.16)$0.00
Refund
001 TAX ($9.14)$0.00
700 TAX ($12.10)$0.00
023 TAX ($2.87)$0.00
003 TAX ($0.98)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.63)$0.00
002 TAX ($20.96)$0.00
Refund
001 TAX ($32.21)$0.00
600 TAX ($36.51)$0.00
023 TAX ($10.10)$0.00
003 TAX ($3.46)$0.00
005 TAX ($0.77)$0.00
004 TAX ($5.77)$0.00
002 TAX ($73.86)$0.00
Refund
001 TAX $0.00 $0.00
930 TAX $0.74 $0.00
200 TAX ($16.28)$0.00
200 VEHICLE FEE ($30.00)$0.00
016 TAX $2.09 $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 ($32.23)$0.00
800 TAX ($4.94)$0.00
026 TAX ($7.86)$0.00
003 TAX ($3.46)$0.00
005 TAX ($0.77)$0.00
004 TAX ($5.77)$0.00
002 TAX ($73.90)$0.00
Refund
001 TAX ($7.12)$0.00
700 TAX ($9.43)$0.00
023 TAX ($2.23)$0.00
003 TAX ($0.76)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.27)$0.00
002 TAX ($16.33)$0.00
Refund
001 TAX ($22.33)$0.00
500 TAX ($52.67)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.15)$0.00
003 TAX ($2.39)$0.00
005 TAX ($0.53)$0.00
004 TAX ($3.99)$0.00
002 TAX ($51.19)$0.00
Refund
DONOVAN,
TIMOTHY
MICHAEL
DONOVAN,
TIMOTHY
MICHAEL
2010 VETTURA
CT
9/18/2025
$0.00
($5.15)
($30.00)
$0.84
$0.00
$0.00
$0.00
$0.00
$34.31
DOMINGUEZ,
HUMBERTO
DOMINGUEZ,
HUMBERTO
216 FOREST
HILL RD
MARSHVILLE,
NC 28103
Adjustment <
$100 0086337692 9L7567 PENDING 937344864
Refund Generated due
to adjustment on
Bill #0086337692-
2025-2025-0000
Situs error
($0.09)
($0.71)
($9.16)
$25.08
($3.99)
($9.42)
$0.00
($1.28)
($0.43)934518360
Refund Generated due
to proration on Bill
#0081381798-2024-
2024-0000-00
Vehicle
Sold 9/4/2025 9/5/2025WAXHAW, NC
28173 Proration 0081381798 LFM1050 AUTHORIZED
Refund Generated due
to proration on Bill
#0084271586-2024-
2024-0000-00
($9.14)
($12.10)
($2.87)
($0.98)
($0.22)817959520
Refund Generated due
to proration on Bill
#0043029548-2024-
2024-0000-00
Vehicle
Totalled 9/5/2025 9/8/2025MATTHEWS, NC
28104 Proration 0043029548 SPIRIT1 AUTHORIZEDDORRELL, LORI
ELLEN
DORRELL, LORI
ELLEN
5338
SHANNAMARA DR
($1.63)
($20.96)
$47.90
($5.77)
($73.90)
$128.93
FAGUNDES,
DANIEL SILVA
WERNECK
FAGUNDES,
DANIEL SILVA
WERNECK
408 NC HWY
218
Vehicle
Sold 9/9/2025 9/10/2025
($32.21)
($36.51)
($10.10)
($3.46)
($0.77)
($5.77)
($73.86)
$162.68
EMENIKE,
JOSHUA
IHECHILURU
EMENIKE,
JOSHUA
IHECHILURU
3610
BRAEFIELD DR
INDIAN TRAIL,
NC 28079 Proration 0084271586 RJE1639 AUTHORIZED 818524350
$0.00
$0.00
$0.00
$0.00
$43.45
$0.00
$0.74
($16.28)
($30.00)
$2.091054237059
Refund Generated due
to adjustment on
Bill #0086914194-
2025-2025-0000
Situs error 9/17/2025MONROE, NC
28110
Adjustment <
$100 0086914194 VHE6325 PENDING
FARLEY, LAURA
ANNE
FARLEY, LAURA
ANNE
911 WOODLAND
CT
MATTHEWS, NC
28104 Proration 0078762527 LCX2026 AUTHORIZED 821456573
Refund Generated due
to proration on Bill
#0078762527-2024-
2024-0000-00
($32.23)
($4.94)
($7.86)
($3.46)
($0.77)822390562
Refund Generated due
to proration on Bill
#0057974415-2024-
2024-0000-00
Vehicle
Sold 9/30/2025 10/1/2025MATTHEWS, NC
28104 Proration 0057974415 HLT6614 AUTHORIZED
FARFOUR,
JEFFREY
PARKER
FARFOUR,
JEFFREY
PARKER
1417
WEDDINGTON
HILLS DR
FELDSTEIN,
JEFFREY EVAN
FELDSTEIN,
JEFFREY EVAN
2006
SILVERWOOD DR
Vehicle
Sold 9/25/2025 9/26/2025
($7.12)
($9.43)
($2.23)
($0.76)
($0.17)
($1.27)
($16.33)
$37.31
($0.53)
($3.99)
($51.19)
$140.25
($22.33)
($52.67)
$0.00
($7.15)
($2.39)936789824
Refund Generated due
to proration on Bill
#0081663959-2024-
2024-0000-00
Vehicle
Sold 9/15/2025 9/16/2025WAXHAW, NC
28173 Proration 0081663959 RJB3210 AUTHORIZED
Page 7 of 27
263
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 ($99.09)$0.00
800 TAX ($15.18)$0.00
026 TAX ($24.17)$0.00
003 TAX ($10.62)$0.00
005 TAX ($2.37)$0.00
004 TAX ($17.73)$0.00
002 TAX ($227.20)$0.00
Refund
001 TAX ($17.88)$0.00
600 TAX ($20.26)$0.00
020 TAX ($5.86)$0.00
003 TAX ($1.91)$0.00
005 TAX ($0.42)$0.00
004 TAX ($3.20)$0.00
002 TAX ($40.99)$0.00
Refund
001 TAX ($30.17)$0.00
600 TAX ($34.20)$0.00
023 TAX ($9.46)$0.00
003 TAX ($3.23)$0.00
005 TAX ($0.72)$0.00
004 TAX ($5.40)$0.00
002 TAX ($69.18)$0.00
Refund
001 TAX ($74.86)$0.00
026 TAX ($18.25)$0.00
003 TAX ($8.03)$0.00
005 TAX ($1.79)$0.00
004 TAX ($13.39)$0.00
002 TAX ($171.65)$0.00
Refund
001 TAX ($2.72)$0.00
700 TAX ($3.60)$0.00
020 TAX ($0.89)$0.00
003 TAX ($0.29)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.49)$0.00
002 TAX ($6.24)$0.00
Refund
001 TAX ($9.28)$0.00
600 TAX ($14.02)$0.00
019 TAX ($4.09)$0.00
003 TAX ($0.87)$0.00
005 TAX ($0.38)$0.00
004 TAX ($3.21)$0.00
002 TAX ($22.09)$0.00
Refund
001 TAX ($30.92)$0.00
500 TAX ($72.95)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.91)$0.00
003 TAX ($3.32)$0.00
005 TAX ($0.74)$0.00
004 TAX ($5.54)$0.00
002 TAX ($70.90)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $12.30 $0.00
200 TAX ($31.83)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $3.09 $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 ($73.18)$0.00
026 TAX ($17.85)$0.00
003 TAX ($7.85)$0.00
005 TAX ($1.75)$0.00
004 TAX ($13.09)$0.00
002 TAX ($167.80)$0.00
Refund
($99.09)
($15.18)
($24.17)
($10.62)
($2.37)818764394
Refund Generated due
to proration on Bill
#0082713101-2024-
2024-0000-00
Vehicle
Sold 9/10/2025 9/11/2025WEDDINGTON,
NC 28104 Proration 0082713101 PML1090 AUTHORIZEDFILER, JERRI
HOPE LEE
FILER, JERRI
HOPE LEE
2910 TWELVE
MILE CREEK RD
Vehicle
Sold 9/30/2025 10/1/2025
($17.88)
($20.26)
($5.86)
($1.91)
($0.42)
($3.20)
($40.99)
$90.52
($17.73)
($227.20)
$396.36
FORSYTH,
HELIA
FORSYTH,
HELIA
4001 AINSDALE
DR
MATTHEWS, NC
28104 Proration 0081229343 HY5018 AUTHORIZED 822391325
Refund Generated due
to proration on Bill
#0081229343-2024-
2024-0000-00
($30.17)
($34.20)
($9.46)
($3.23)
($0.72)822335857
Refund Generated due
to proration on Bill
#0082704050-2024-
2024-0000-00
Vehicle
Totalled 9/29/2025 9/30/2025INDIAN TRAIL,
NC 28079 Proration 0082704050 VDE7364 AUTHORIZED
FURMANEK,
MARTIN
ANTHONY
FURMANEK,
MARTIN
ANTHONY
4008 FARM
POND RD
Vehicle
Sold 9/12/2025 9/15/2025
($74.86)
($18.25)
($8.03)
($1.79)
($13.39)
($171.65)
$287.97
($5.40)
($69.18)
$152.36
GALLOWAY,
JASON WAYNE
GALLOWAY,
JASON WAYNE
6702 RENSHAW
CT
WAXHAW, NC
28173 Proration 0082407611 KMP5096 AUTHORIZED 702170640
Refund Generated due
to proration on Bill
#0082407611-2024-
2024-0000-00
($2.72)
($3.60)
($0.89)
($0.29)
($0.07)817702354
Refund Generated due
to proration on Bill
#0081944156-2024-
2024-0000-00
Reg . Out
of state 9/4/2025 9/5/2025ORLANDO, FL
32832 Proration 0081944156 VFA5463 AUTHORIZED
GARCIA
COLMENARES,
KELLY
GARCIA
COLMENARES,
KELLY
9863 WALKWAY
DR
Vehicle
Sold 9/10/2025 9/11/2025
($9.28)
($14.02)
($4.09)
($0.87)
($0.38)
($3.21)
($22.09)
$53.94
($0.49)
($6.24)
$14.30
GAVRILOV,
JOHN IVAN
GAVRILOV,
JOHN IVAN
6003 PINE
CONE LN
MONROE, NC
28110 Proration 0086769468 LJK9384 AUTHORIZED 818764352
Refund Generated due
to proration on Bill
#0086769468-2025-
2025-0000-00
GIL FLOORING
SOLUTIONS INC
GIL FLOORING
SOLUTIONS INC
1319
TOLLCROSS RD
($0.74)
($5.54)
($70.90)
$194.28
($30.92)
($72.95)
$0.00
($9.91)
($3.32)936788032
Refund Generated due
to proration on Bill
#0084100852-2024-
2024-0000-00
Vehicle
Sold 9/15/2025 9/16/2025WAXHAW, NC
28173 Proration 0084100852 RJF3433 AUTHORIZEDGEYER, ERIC
JERARD
GEYER, ERIC
JERARD
8002 DENHOLME
DR
$0.00
$0.00
$0.00
$0.00
$46.44
$0.00
$12.30
($31.83)
($30.00)
$3.091054237068
Refund Generated due
to adjustment on
Bill #0086897558-
2025-2025-0000
Over
Assessment 9/17/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086897558 LLB9718 PENDING
($73.18)
($17.85)
($7.85)
($1.75)
($13.09)
700553688
Refund Generated due
to proration on Bill
#0060892255-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025WAXHAW, NC
28173 Proration 0060892255 TCE8473 AUTHORIZEDGILLETTE,
RONALD DARWIN
GILLETTE,
RONALD DARWIN
GILLETTE,
SHEREEN
SHACHNOW
1921 IVERSON
LN
($167.80)
$281.52
Page 8 of 27
264
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 ($33.03)$0.00
980 TAX ($4.05)$0.00
021 TAX ($13.70)$0.00
003 TAX ($3.54)$0.00
005 TAX ($0.79)$0.00
004 TAX ($5.91)$0.00
002 TAX ($75.75)$0.00
Refund
001 TAX ($26.27)$0.00
600 TAX ($29.77)$0.00
020 TAX ($8.61)$0.00
003 TAX ($2.81)$0.00
005 TAX ($0.63)$0.00
004 TAX ($4.70)$0.00
002 TAX ($60.22)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($32.47)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $4.94 $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 ($9.27)$0.00
970 TAX ($0.94)$0.00
015 TAX ($3.13)$0.00
003 TAX ($0.99)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.66)$0.00
002 TAX ($21.27)$0.00
Refund
001 TAX ($7.01)$0.00
200 TAX ($21.57)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.75)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.25)$0.00
002 TAX ($16.06)$0.00
Refund
001 TAX ($27.78)$0.00
200 TAX ($85.55)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.98)$0.00
005 TAX ($0.67)$0.00
004 TAX ($4.97)$0.00
002 TAX ($63.71)$0.00
Refund
001 TAX ($0.90)$0.00
700 TAX ($1.19)$0.00
023 TAX ($0.28)$0.00
003 TAX ($0.10)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.16)$0.00
002 TAX ($2.07)$0.00
Refund
001 TAX ($58.02)$0.00
021 TAX ($24.07)$0.00
003 TAX ($6.22)$0.00
005 TAX ($1.39)$0.00
004 TAX ($10.38)$0.00
002 TAX ($133.03)$0.00
Refund
001 TAX ($100.41)($5.02)
200 TAX ($309.17)($15.46)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($10.77)($0.54)
005 TAX ($2.40)($0.12)
004 TAX ($17.96)($0.90)
002 TAX ($230.23)($11.51)
Refund
9/5/2025 9/8/2025
($33.03)
($4.05)
($13.70)
($3.54)
($0.79)
($5.91)
($75.75)
$136.77
GRAHAM, DAVID
MICHAEL
GRAHAM, DAVID
MICHAEL
GRAHAM, KELLY
MICHELLE
2614 SUPREME
DR
MONROE, NC
28110 Proration 0060712739 KN9400 AUTHORIZED 817960164
Refund Generated due
to proration on Bill
#0060712739-2024-
2024-0000-00
Vehicle
Sold
GURLEY,
HEATHER
BROOKE
GURLEY,
HEATHER
BROOKE
902 HAMILTON
CROSSROAD
MARSHVILLE,
NC 28103
Adjustment <
$100 0087355112 VHE6937 PENDING 939813232
Refund Generated due
to adjustment on
Bill #0087355112-
2025-2025-0000
($26.27)
($29.77)
($8.61)
($2.81)
($0.63)817703222
Refund Generated due
to proration on Bill
#0080765919-2024-
2024-0000-00
Vehicle
Sold 9/4/2025 9/5/2025MONROE, NC
28110 Proration 0080765919 HMY4496 AUTHORIZED
GREANY,
CASSIDY
MANUELA
GREANY,
CASSIDY
MANUELA
2724 WAYCROSS
DR
Situs error 9/29/2025
$0.00
($32.47)
($30.00)
$4.94
$0.00
$0.00
$0.00
$0.00
$57.53
($4.70)
($60.22)
$133.01
($9.27)
($0.94)
($3.13)
($0.99)
($0.22)818523419
Refund Generated due
to proration on Bill
#0061355767-2024-
2024-0000-00
Vehicle
Sold 9/9/2025 9/10/2025WAXHAW, NC
28173 Proration 0061355767 JDH3966 AUTHORIZEDHALL, LISA
CHILDERS
HALL, LISA
CHILDERS
5311
GREYFRIAR CT
Vehicle
Sold 9/19/2025 9/22/2025
($7.01)
($21.57)
$0.00
($0.75)
($0.17)
($1.25)
($16.06)
$46.81
($1.66)
($21.27)
$37.48
HANEY, PAMELA
ANN
HANEY, PAMELA
ANN
3304 SAVANNAH
WAY
MONROE, NC
28110 Proration 0040421290 JDM6803 AUTHORIZED 820395093
Refund Generated due
to proration on Bill
#0040421290-2024-
2024-0000-00
($27.78)
($85.55)
$0.00
($2.98)
($0.67)
822335829
Refund Generated due
to proration on Bill
#0082753428-2024-
2024-0000-00
Vehicle
Sold 9/29/2025 9/30/2025MONROE, NC
28110 Proration 0082753428 KJM9957 AUTHORIZED
HARVEY,
BRITTANY
NICOLE
HARVEY,
BRITTANY
NICOLE
2908 EARLY
MIST CT
Vehicle
Sold 9/9/2025 9/10/2025
($0.90)
($1.19)
($0.28)
($0.10)
($0.02)
($0.16)
($2.07)
$4.72
($4.97)
($63.71)
$185.66
HEINS,
RICHARD KEITH
HEINS,
RICHARD KEITH
HEINS,
JEANNETTE
ANDERSON
2711 BENT OAK
DR
MATTHEWS, NC
28104 Proration 0016596536 VTM7585 AUTHORIZED 818523251
Refund Generated due
to proration on Bill
#0016596536-2024-
2024-0000-00
($58.02)
($24.07)
($6.22)
($1.39)
($10.38)
700888326
Refund Generated due
to proration on Bill
#0075749272-2024-
2024-0000-00
Reg . Out
of state 9/4/2025 9/5/2025GADSDEN, AL
35901 Proration 0075749272 RBR9200 AUTHORIZEDHERMAN, HENRY
MATTHEW
HERMAN, HENRY
MATTHEW
241 BLUE
LAKES DR
9/9/2025 9/10/2025
($105.43)
($324.63)
$0.00
($11.31)
($2.52)
($18.86)
($241.74)
$704.49
($133.03)
$233.11
HERRERA,
ALICIA
VERONICA
HERRERA,
ALICIA
VERONICA
4713
ALDERSBROOK
DR
MONROE, NC
28110 Proration 0085630472 JR9286 AUTHORIZED 818523398
Refund Generated due
to proration on Bill
#0085630472-2024-
2024-0000-00
Vehicle
Sold
Page 9 of 27
265
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 ($13.26)$0.00
025 TAX ($4.08)$0.00
003 TAX ($1.42)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.37)$0.00
002 TAX ($30.40)$0.00
Refund
001 TAX ($14.56)$0.00
200 TAX ($44.85)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.56)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.60)$0.00
002 TAX ($33.40)$0.00
Refund
001 TAX ($7.14)$0.00
600 TAX ($8.09)$0.00
026 TAX ($1.74)$0.00
003 TAX ($0.76)$0.00
005 TAX ($0.17)$0.00
004 TAX ($1.28)$0.00
002 TAX ($16.37)$0.00
Refund
001 TAX $0.00 ($0.01)
200 TAX ($74.07)($3.70)
200 VEHICLE FEE ($30.00)$0.00
500 TAX $56.75 $2.84
500 VEHICLE FEE $25.00 $0.00
028 TAX $7.71 $0.39
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 ($35.78)$0.00
026 TAX ($8.72)$0.00
003 TAX ($3.83)$0.00
005 TAX ($0.85)$0.00
004 TAX ($6.40)$0.00
002 TAX ($82.04)$0.00
Refund
001 TAX ($9.23)$0.00
015 TAX ($3.12)$0.00
003 TAX ($0.99)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.65)$0.00
002 TAX ($21.15)$0.00
Refund
001 TAX ($2.91)$0.00
015 TAX ($0.98)$0.00
003 TAX ($0.31)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.52)$0.00
002 TAX ($6.68)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($26.80)$0.00
200 VEHICLE FEE ($30.00)$0.00
300 TAX $15.23 $0.00
300 VEHICLE FEE $25.00 $0.00
022 TAX $4.38 $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 ($2.62)$0.00
015 TAX ($0.89)$0.00
003 TAX ($0.28)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.47)$0.00
002 TAX ($6.01)$0.00
Refund
($13.26)
($4.08)
($1.42)
($0.31)
($2.37)
701990142
Refund Generated due
to proration on Bill
#0064013910-2024-
2024-0000-00
Vehicle
Sold 9/11/2025 9/12/2025WAXHAW, NC
28173 Proration 0064013910 PHV6990 AUTHORIZEDHILL, ROGER
LEE
HILL, ROGER
LEE
7002 POTTER
RD S
9/23/2025 9/24/2025
($14.56)
($44.85)
$0.00
($1.56)
($0.34)
($2.60)
($33.40)
$97.31
($30.40)
$51.84
HINSON, PAIGE
HONEYCUTT
HINSON, PAIGE
HONEYCUTT
1105 MALLARD
LANDING DR
MONROE, NC
28110 Proration 0078235394 KMN9865 AUTHORIZED 820950235
Refund Generated due
to proration on Bill
#0078235394-2024-
2024-0000-00
Vehicle
Totalled
HOLLOWAY,
BRIAN CRAIG
HOLLOWAY,
BRIAN CRAIG
9303 HIGHROCK
DR
WAXHAW, NC
28173
Adjustment <
$100 0086845426 JLH6950 PENDING 1171375940
Refund Generated due
to adjustment on
Bill #0086845426-
2024-2024-0000
($7.14)
($8.09)
($1.74)
($0.76)
($0.17)819726810
Refund Generated due
to proration on Bill
#0046746580-2024-
2024-0000-00
Vehicle
Sold 9/16/2025 9/17/2025INDIAN TRAIL,
NC 28079 Proration 0046746580 FMZ6181 AUTHORIZEDHOEHN, WALTER
WILSON
HOEHN, WALTER
WILSON
1009 DOWNING
CT
Situs error 9/17/2025
($0.01)
($77.77)
($30.00)
$59.59
$25.00
$8.10
$0.00
$0.00
$0.00
$0.00
$15.09
($1.28)
($16.37)
$35.55
($35.78)
($8.72)
($3.83)
($0.85)
($6.40)
702824658
Refund Generated due
to proration on Bill
#0063967546-2024-
2024-0000-00
Vehicle
Sold 9/17/2025 9/18/2025WAXHAW, NC
28173 Proration 0063967546 HFZ1050 AUTHORIZEDHOLTZSCHUE,
VICKY LYNN
HOLTZSCHUE,
VICKY LYNN
302 ROYAL
CRESCENT LN
9/9/2025 9/10/2025
($9.23)
($3.12)
($0.99)
($0.22)
($1.65)
($21.15)
$36.36
($82.04)
$137.62
HOPKINS, C M HOPKINS, C M HOPKINS,
PATRICIA M
5823 CIRCA
FISHHAWK BLVD
LITHIA, FL
33547 Proration 0069631397 EHS7755 AUTHORIZED 701591328
Refund Generated due
to proration on Bill
#0069631397-2024-
2024-0000-00
Reg . Out
of state
HUNTLEY,
DEMETRIA
CHARLENE
HUNTLEY,
DEMETRIA
CHARLENE
216 BURRIS ST 216 BURRIS ST WINGATE, NC
28174
Adjustment <
$100 0087214770 LKV9872 PENDING 1174766810
Refund Generated due
to adjustment on
Bill #0087214770-
2025-2025-0000
Situs error
($2.91)
($0.98)
($0.31)
($0.07)
($0.52)
701591340
Refund Generated due
to proration on Bill
#0057737655-2024-
2024-0000-00
Reg . Out
of state 9/9/2025 9/10/2025LITHIA, FL
33547 Proration 0057737655 HLX9838 AUTHORIZED
HOPKINS,
CHRISTOPHER
MICHAEL
HOPKINS,
CHRISTOPHER
MICHAEL
5823 CIRCA
FISHHAWK BLVD
9/29/2025
$0.00
($26.80)
($30.00)
$15.23
$25.00
$4.38
$0.00
$0.00
$0.00
$0.00
$12.19
($6.68)
$11.47
($2.62)
($0.89)
($0.28)
($0.06)
($0.47)
701591388
Refund Generated due
to proration on Bill
#0074717038-2024-
2024-0000-00
Vehicle
Sold 9/9/2025 9/10/2025WAXHAW, NC
28173 Proration 0074717038 KKL2200 AUTHORIZEDHUNTLEY,
NATHAN EUGENE
HUNTLEY,
NATHAN EUGENE
2205 RESTINA
DR
($6.01)
$10.33
Page 10 of 27
266
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($9.09)($0.46)
500 TAX ($21.44)($1.07)
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.91)($0.14)
003 TAX ($0.97)($0.04)
005 TAX ($0.22)($0.01)
004 TAX ($1.63)($0.09)
002 TAX ($20.84)($1.04)
Refund
001 TAX ($6.25)$0.00
500 TAX ($14.75)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.01)$0.00
003 TAX ($0.67)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.12)$0.00
002 TAX ($14.33)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($21.12)$0.00
200 VEHICLE FEE ($30.00)$0.00
029 TAX $1.28 $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 ($22.45)$0.00
200 TAX ($69.15)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.41)$0.00
005 TAX ($0.53)$0.00
004 TAX ($4.02)$0.00
002 TAX ($51.49)$0.00
Refund
001 TAX ($12.52)$0.00
500 TAX ($29.53)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.21)$0.00
003 TAX ($1.34)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.24)$0.00
002 TAX ($28.70)$0.00
Refund
001 TAX ($36.04)$0.00
026 TAX ($8.79)$0.00
003 TAX ($3.86)$0.00
005 TAX ($0.86)$0.00
004 TAX ($6.45)$0.00
002 TAX ($82.65)$0.00
Refund
001 TAX ($8.17)$0.00
025 TAX ($2.51)$0.00
003 TAX ($0.87)$0.00
005 TAX ($0.20)$0.00
004 TAX ($1.46)$0.00
002 TAX ($18.72)$0.00
Refund
001 TAX ($5.29)$0.00
700 TAX ($7.01)$0.00
023 TAX ($1.66)$0.00
003 TAX ($0.57)$0.00
005 TAX ($0.13)$0.00
004 TAX ($0.94)$0.00
002 TAX ($12.14)$0.00
Refund
001 TAX ($59.77)$0.00
800 TAX ($9.16)$0.00
026 TAX ($14.57)$0.00
003 TAX ($6.41)$0.00
005 TAX ($1.42)$0.00
004 TAX ($10.69)$0.00
002 TAX ($137.05)$0.00
Refund
9/16/2025 9/17/2025
($9.55)
($22.51)
$0.00
($3.05)
($1.01)
($0.23)
($1.72)
($21.88)
$59.95
INGELSBY,
MICHAEL
ROBERT
INGELSBY,
MICHAEL
ROBERT
INGELSBY,
AIMEE
14210
PLANTATION
PARK BLVD
APT 1228 CHARLOTTE, NC
28277 Proration 0074084364 TMH1371 AUTHORIZED 936830224
Refund Generated due
to proration on Bill
#0074084364-2024-
2024-0000-00
Vehicle
Sold
IVEY, TRAVIS
CARDELL II
IVEY, TRAVIS
CARDELL II
4024 RICHSON
RD
($0.15)
($1.12)
($14.33)
$39.28
($6.25)
($14.75)
$0.00
($2.01)
($0.67)935985184
Refund Generated due
to adjustment on
Bill #0078474016-
2024-2024-0000-00
Over
Assessment 9/11/2025WAXHAW, NC
28173
Adjustment <
$100 0078474016 REY4195 PENDINGIOVINO, SCOTT
FREDERICK
IOVINO, SCOTT
FREDERICK
1905 TRADING
PATH LN
$0.00
$0.00
$0.00
$49.84
$0.00
($21.12)
($30.00)
$1.28
$0.00937100992
Refund Generated due
to adjustment on
Bill #0086626889-
2025-2025-0000
Situs error 9/17/2025MONROE, NC
28112
Adjustment <
$100 0086626889 LKV9008 PENDING
JARRELL,
STEPHEN ELM
JARRELL,
STEPHEN ELM
2000 VETTURA
CT
WAXHAW, NC
28173 Proration 0077949944 VAV3938 AUTHORIZED 934070080
Refund Generated due
to proration on Bill
#0077949944-2023-
2023-0000-00
($22.45)
($69.15)
$0.00
($2.41)
($0.53)
819963354
Refund Generated due
to proration on Bill
#0078215119-2024-
2024-0000-00
Vehicle
Sold 9/17/2025 9/18/2025MONROE, NC
28110 Proration 0078215119 RHZ7224 AUTHORIZEDJAKL, MICHAEL
JAMES
JAKL, MICHAEL
JAMES
1208 SWEET
PEA ST
Vehicle
Sold 9/3/2025 9/4/2025
($12.52)
($29.53)
$0.00
($3.21)
($1.34)
($0.30)
($2.24)
($28.70)
$77.84
($4.02)
($51.49)
$150.05
($36.04)
($8.79)
($3.86)
($0.86)
($6.45)
704106162
Refund Generated due
to proration on Bill
#0082751443-2024-
2024-0000-00
Vehicle
Sold 9/25/2025 9/26/2025WAXHAW, NC
28173 Proration 0082751443 KBX6888 AUTHORIZEDJOHNSON,
PAMELA DENISE
JOHNSON,
PAMELA DENISE
802 CROOKED
RIVER DR
KARAPATAKIS,
NATASKA
8206 HUNLEY
RIDGE RD
9/8/2025 9/9/2025
($8.17)
($2.51)
($0.87)
($0.20)
($1.46)
($18.72)
$31.93
($82.65)
$138.65
JOSEPH, MARK JOSEPH, MARK 8417 NORMAN
FOREST RD
LANCASTER, SC
29720 Proration 0080769194 EJA3240 AUTHORIZED 701562378
Refund Generated due
to proration on Bill
#0080769194-2024-
2024-0000-00
Reg . Out
of state
KAY, BRIAN
CHARLES
KAY, BRIAN
CHARLES
305 SQUASH
HARVEST CT
WEDDINGTON,
NC 28104 Proration 0083403652 LCX9673 AUTHORIZED 819726915
Refund Generated due
to proration on Bill
#0083403652-2024-
2024-0000-00
($5.29)
($7.01)
($1.66)
($0.57)
($0.13)817703152
Refund Generated due
to proration on Bill
#0058584019-2024-
2024-0000-00
Vehicle
Sold 9/4/2025 9/5/2025MATTHEWS, NC
28104 Proration 0058584019 JKX1052 AUTHORIZED
KARAPATAKIS,
IOANNIS
IOANNIS
KARAPATAKIS,
IOANNIS
IOANNIS
Vehicle
Sold 9/16/2025 9/17/2025
($59.77)
($9.16)
($14.57)
($6.41)
($1.42)
($10.69)
($137.05)
$239.07
($0.94)
($12.14)
$27.74
Page 11 of 27
267
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($31.57)($1.57)
200 TAX ($97.22)($4.86)
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.38)($0.17)
005 TAX ($0.76)($0.04)
004 TAX ($5.65)($0.29)
002 TAX ($72.40)($3.62)
Refund
001 TAX ($3.99)$0.00
200 TAX ($12.28)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.43)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.71)$0.00
002 TAX ($9.15)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $39.08 $0.00
200 TAX ($101.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $9.82 $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 ($142.84)$0.00
800 TAX ($21.88)$0.00
026 TAX ($34.83)$0.00
003 TAX ($15.32)$0.00
005 TAX ($3.41)$0.00
004 TAX ($25.56)$0.00
002 TAX ($327.52)$0.00
Refund
001 TAX ($6.27)$0.00
500 TAX ($14.79)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($2.01)$0.00
003 TAX ($0.67)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.12)$0.00
002 TAX ($14.37)$0.00
Refund
001 TAX ($3.41)$0.00
026 TAX ($0.83)$0.00
003 TAX ($0.36)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.61)$0.00
002 TAX ($7.82)$0.00
Refund
001 TAX ($67.10)$0.00
023 TAX ($21.05)$0.00
003 TAX ($7.20)$0.00
005 TAX ($1.60)$0.00
004 TAX ($12.01)$0.00
002 TAX ($153.84)$0.00
Refund
001 TAX ($8.06)$0.00
700 TAX ($10.67)$0.00
023 TAX ($2.53)$0.00
003 TAX ($0.86)$0.00
005 TAX ($0.19)$0.00
004 TAX ($1.44)$0.00
002 TAX ($18.48)$0.00
Refund
001 TAX ($168.55)$0.00
026 TAX ($41.10)$0.00
003 TAX ($18.07)$0.00
005 TAX ($4.02)$0.00
004 TAX ($30.16)$0.00
002 TAX ($386.46)$0.00
Refund
($76.02)
$221.53
($5.94)
KEZIAH, CATHY
SIMPSON
KEZIAH, CATHY
SIMPSON
KEZIAH, ADAM
LEE
1948 SLIPPERY
ROCK LN
MONROE, NC
28112 Proration 0070239279 DAN1710 AUTHORIZED 819961478
Refund Generated due
to proration on Bill
#0070239279-2024-
2024-0000-00
($33.14)
($102.08)
$0.00
($3.55)
($0.80)
820176497
Refund Generated due
to proration on Bill
#0085546999-2024-
2024-0000-00
Vehicle
Sold 9/18/2025 9/19/2025MONROE, NC
28112 Proration 0085546999 LJM7284 AUTHORIZEDKEZIAH, ADAM
LEE
KEZIAH, ADAM
LEE
1948 SLIPPERY
ROCK LN
Vehicle
Sold 9/17/2025 9/18/2025
($3.99)
($12.28)
$0.00
($0.43)
($0.09)
($0.71)
($9.15)
$26.65
$0.00
$0.00
$0.00
$0.00
$82.26
$0.00
$39.08
($101.16)
($30.00)
$9.82Situs error 9/17/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086684813 LKN7936 PENDING
KLINE, JACOB
ELLIOTT
KLINE, JACOB
ELLIOTT
2353 CAPITAL
CLUB WAY APT 409 INDIAN LAND,
SC 29707 Proration 0086394322 VBA6227 AUTHORIZED 934071632
Refund Generated due
to proration on Bill
#0086394322-2024-
2024-0000-00
Reg . Out
of state 9/3/2025 9/4/2025
KIKER, ANDREW
PHILLIP
KIKER, ANDREW
PHILLIP
3024
UNIONVLLE
INDIAN TRL
1054237698
Refund Generated due
to adjustment on
Bill #0086684813-
2025-2025-0000
($142.84)
($21.88)
($34.83)
($15.32)
($3.41)822389309
Refund Generated due
to proration on Bill
#0078433469-2024-
2024-0000-00
Vehicle
Sold 9/30/2025 10/1/2025WAXHAW, NC
28173 Proration 0078433469 EGRNTU AUTHORIZEDKIM, KEVIN
YUNSANG
KIM, KEVIN
YUNSANG
424 FAIRHAVEN
CT
($6.27)
($14.79)
$0.00
($2.01)
($0.67)
($0.15)
($1.12)
($14.37)
$39.38
($25.56)
($327.52)
$571.36
($3.41)
($0.83)
($0.36)
($0.08)
($0.61)
702171240
Refund Generated due
to proration on Bill
#0075512259-2024-
2024-0000-00
Vehicle
Sold 9/12/2025 9/15/2025MONROE, NC
28110 Proration 0075512259 RJK2649 AUTHORIZEDKOTOWSKI,
CARL JOSEPH
KOTOWSKI,
CARL JOSEPH
KOTOWSKI,
JANE FRANCES
1014 LAKE
COMO DR
9/10/2025 9/11/2025
($67.10)
($21.05)
($7.20)
($1.60)
($12.01)
($153.84)
$262.80
($7.82)
$13.11
KRISTON, MARK
GERARD
KRISTON, MARK
GERARD
10914 STONE
BUNKER DR
MINT HILL, NC
28227 Proration 0083367338 LBM4960 AUTHORIZED 701797986
Refund Generated due
to proration on Bill
#0083367338-2024-
2024-0000-00
Vehicle
Sold
($8.06)
($10.67)
($2.53)
($0.86)
($0.19)820949129
Refund Generated due
to proration on Bill
#0079913061-2024-
2024-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MATTHEWS, NC
28104 Proration 0079913061 PLC9987 AUTHORIZEDLANEY,
MICHAEL AMON
LANEY,
MICHAEL AMON
7079 KIDWELLY
LN
Vehicle
Sold 9/29/2025 9/30/2025
($168.55)
($41.10)
($18.07)
($4.02)
($30.16)
($386.46)
$648.36
($1.44)
($18.48)
$42.23
LASHLEY,
ANTONY BLAINE
LASHLEY,
ANTONY BLAINE
LASHLEY,
KIMBERLY DAWN
1815 FUNNY
CIDE DR
WAXHAW, NC
28173 Proration 0083820331 LFR7007 AUTHORIZED 704860626
Refund Generated due
to proration on Bill
#0083820331-2024-
2024-0000-00
Page 12 of 27
268
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($4.53)$0.00
500 TAX ($11.71)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.86)$0.00
003 TAX ($0.43)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.57)$0.00
002 TAX ($10.81)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($18.57)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.80 $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
001 TAX ($2.71)$0.00
900 TAX ($3.52)$0.00
023 TAX ($0.85)$0.00
003 TAX ($0.29)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.48)$0.00
002 TAX ($6.20)$0.00
Refund
001 TAX ($16.82)$0.00
200 TAX ($51.78)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.80)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.01)$0.00
002 TAX ($38.56)$0.00
Refund
001 TAX ($9.30)$0.00
600 TAX ($10.55)$0.00
019 TAX ($3.64)$0.00
003 TAX ($1.00)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.67)$0.00
002 TAX ($21.34)$0.00
Refund
001 TAX ($28.57)$0.00
500 TAX ($67.41)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.16)$0.00
003 TAX ($3.06)$0.00
005 TAX ($0.68)$0.00
004 TAX ($5.11)$0.00
002 TAX ($65.51)$0.00
Refund
001 TAX ($2.71)$0.00
027 TAX ($1.09)$0.00
003 TAX ($0.29)$0.00
005 TAX ($0.06)$0.00
004 TAX ($0.48)$0.00
002 TAX ($6.21)$0.00
Refund
001 TAX ($4.75)$0.00
027 TAX ($1.91)$0.00
003 TAX ($0.51)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.85)$0.00
002 TAX ($10.89)$0.00
Refund
001 TAX ($50.11)$0.00
600 TAX ($56.81)$0.00
020 TAX ($16.43)$0.00
003 TAX ($5.37)$0.00
005 TAX ($1.20)$0.00
004 TAX ($8.97)$0.00
002 TAX ($114.91)$0.00
Refund
LOCKLEAR,
HEATHER
CELESTE
LOCKLEAR,
HEATHER
CELESTE
6123 IND TRL
FAIRVIEW RD
($0.18)
($1.57)
($10.81)
$31.09
($4.53)
($11.71)
$0.00
($1.86)
($0.43)937594344
Refund Generated due
to adjustment on
Bill #0073276685-
2025-2025-0000-00
Over
Assessment 9/19/2025WAXHAW, NC
28173
Adjustment <
$100 0073276685 RDV8866 PENDINGLEWIS,
FRANCINE
LEWIS,
FRANCINE
3120 DEEP
RIVER WAY
$0.00
$0.00
$0.00
$46.77
$0.00
($18.57)
($30.00)
$1.80
$0.00939813544
Refund Generated due
to adjustment on
Bill #0087189278-
2025-2025-0000
Situs error 9/29/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0087189278 LMD1952 PENDING
($2.71)
($3.52)
($0.85)
($0.29)
($0.07)821203971
Refund Generated due
to proration on Bill
#0035654348-2024-
2024-0000-00
Vehicle
Sold 9/24/2025 9/25/2025INDIAN TRAIL,
NC 28079 Proration 0035654348 PEW4622 AUTHORIZEDLOCKWARD,
RAFAEL
LOCKWARD,
RAFAEL
3905 LAKE
PARK RD
Insurance
Lapse 9/4/2025 9/5/2025
($16.82)
($51.78)
$0.00
($1.80)
($0.40)
($3.01)
($38.56)
$112.37
($0.48)
($6.20)
$14.12
LOPEZ,
ROSALIA
BAUTISTA
LOPEZ,
ROSALIA
BAUTISTA
506 STAFFORD
ST
MONROE, NC
28110 Proration 0081237520 JAH8895 AUTHORIZED 817701437
Refund Generated due
to proration on Bill
#0081237520-2024-
2024-0000-00
LUNSKI,
MICHAEL
STEPHEN
LUNSKI,
MICHAEL
STEPHEN
PO BOX 34
WEST
DANVILLE, VT
05873
Proration 0077837405 LUNKWC AUTHORIZED 936787880
Refund Generated due
to proration on Bill
#0077837405-2024-
2024-0000-00
($9.30)
($10.55)
($3.64)
($1.00)
($0.22)820948793
Refund Generated due
to proration on Bill
#0072494866-2024-
2024-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MONROE, NC
28110 Proration 0072494866 TLA8189 AUTHORIZED
LORETZ,
KRISTOPHER
THOMAS
LORETZ,
KRISTOPHER
THOMAS
3011
SAGEBRUSH BND
Reg . Out
of state 9/15/2025 9/16/2025
($28.57)
($67.41)
$0.00
($9.16)
($3.06)
($0.68)
($5.11)
($65.51)
$179.50
($1.67)
($21.34)
$47.72
($2.71)
($1.09)
($0.29)
($0.06)
($0.48)
700552494
Refund Generated due
to proration on Bill
#0080676855-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025MONROE, NC
28112 Proration 0080676855 RJL6898 AUTHORIZED
LYASHENKO,
OLEG
ALEKSANDROVIC
H
LYASHENKO,
OLEG
ALEKSANDROVIC
H
4710 OLD
PAGELAND MARSHVILLE RD
9/17/2025 9/18/2025
($4.75)
($1.91)
($0.51)
($0.11)
($0.85)
($10.89)
$19.02
($6.21)
$10.84
LYASHENKO,
OLEG
ALEKSANDROVIC
H
LYASHENKO,
OLEG
ALEKSANDROVIC
H
4710 OLD
PAGELAND MARSHVILLE RD MONROE, NC
28112 Proration 0083176669 RKA9932 AUTHORIZED 702824874
Refund Generated due
to proration on Bill
#0083176669-2024-
2024-0000-00
Vehicle
Sold
($50.11)
($56.81)
($16.43)
($5.37)
($1.20)817959121
Refund Generated due
to proration on Bill
#0084618693-2024-
2024-0000-00
Reg . Out
of state 9/5/2025 9/8/2025ORLANDO, FL
32805 Proration 0084618693 RJB5342 AUTHORIZEDMADEVA
CORPORATION
MADEVA
CORPORATION
MONTERO LAZO,
WILLIAN JOSE
3609 OLD
WINTER GARDEN
RD
STE B1
($8.97)
($114.91)
$253.80
Page 13 of 27
269
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 ($35.07)$0.00
200 TAX ($107.98)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.76)$0.00
005 TAX ($0.84)$0.00
004 TAX ($6.27)$0.00
002 TAX ($80.41)$0.00
Refund
001 TAX ($51.44)$0.00
700 TAX ($68.08)$0.00
020 TAX ($16.86)$0.00
003 TAX ($5.51)$0.00
005 TAX ($1.23)$0.00
004 TAX ($9.20)$0.00
002 TAX ($117.94)$0.00
Refund
001 TAX $0.00 $0.00
990 TAX $2.61 $0.00
200 TAX ($65.69)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $7.08 $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
990 TAX $2.40 $0.00
200 TAX ($57.39)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $6.30 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $36.38 $0.00
200 TAX ($94.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $9.89 $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 ($20.06)$0.00
500 TAX ($47.33)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($6.43)$0.00
003 TAX ($2.15)$0.00
005 TAX ($0.48)$0.00
004 TAX ($3.59)$0.00
002 TAX ($46.00)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($76.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
025 TAX $7.76 $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 ($8.24)$0.00
200 TAX ($25.38)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.88)$0.00
005 TAX ($0.19)$0.00
004 TAX ($1.48)$0.00
002 TAX ($18.90)$0.00
Refund
Insurance
Lapse 9/17/2025 9/18/2025
($35.07)
($107.98)
$0.00
($3.76)
($0.84)
($6.27)
($80.41)
$234.33
MAGDALENO-
FERNANDEZ,
JOSE
MAGDALENO-
FERNANDEZ,
JOSE
LOPEZ OSORIO,
NAVILLE
TERESITA
2250 MONARCH
PRESERVE CIR
MONROE, NC
28110 Proration 0081253283 RHL4577 AUTHORIZED 819961779
Refund Generated due
to proration on Bill
#0081253283-2024-
2024-0000-00
MARSH, THOMAS
PATRICK
MARSH, THOMAS
PATRICK PO BOX 175 MINERAL SPGS,
NC 28108
Adjustment <
$100 0086441171 VFZ2650 PENDING 1054239192
Refund Generated due
to adjustment on
Bill #0086441171-
2025-2025-0000
($51.44)
($68.08)
($16.86)
($5.51)
($1.23)820949787
Refund Generated due
to proration on Bill
#0082993981-2024-
2024-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MATTHEWS, NC
28104 Proration 0082993981 VL9810 AUTHORIZEDMALAKHOV,
EVGENII
MALAKHOV,
EVGENII
724 WHITE OAK
LN
Situs error 9/17/2025
$0.00
$2.61
($65.69)
($30.00)
$7.08
$0.00
$0.00
$0.00
$0.00
$86.00
($9.20)
($117.94)
$270.26
MASSIMINO,
LOUISE
THERESA
MASSIMINO,
LOUISE
THERESA
MASSIMINO,
CHARLES JOHN
135 CHESTNUT
LN APT 132
$0.00
$0.00
$0.00
$0.00
$78.69
$0.00
$2.40
($57.39)
($30.00)
$6.301054239228
Refund Generated due
to adjustment on
Bill #0083836860-
2024-2024-0000
Situs error 9/17/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0083836860 REY4101 PENDINGMARSH, THOMAS
PATRICK
MARSH, THOMAS
PATRICK PO BOX 1146
$0.00
$0.00
$0.00
$0.00
$77.89
$0.00
$36.38
($94.16)
($30.00)
$9.891054238328
Refund Generated due
to adjustment on
Bill #0086240935-
2025-2025-0000
Situs error 9/17/2025STALLINGS, NC
28104
Adjustment <
$100 0086240935 LKM5593 PENDING
MAYREN, AMY MAYREN, AMY 3010 LITTLE
TOM STARNS RD
($0.48)
($3.59)
($46.00)
$126.04
($20.06)
($47.33)
$0.00
($6.43)
($2.15)936831328
Refund Generated due
to proration on Bill
#0084485295-2024-
2024-0000-00
Vehicle
Sold 9/16/2025 9/17/2025WAXHAW, NC
28173 Proration 0084485295 LHZ3743 AUTHORIZEDMATTHEWS,
JEFFREY ERIC
MATTHEWS,
JEFFREY ERIC
7808 HOLLOW
OAKS LN
$0.00
$0.00
$0.00
$98.76
$0.00
($76.52)
($30.00)
$7.76
$0.00939813600
Refund Generated due
to adjustment on
Bill #0087162154-
2025-2025-0000
Situs error 9/29/2025MONROE, NC
28112
Adjustment <
$100 0087162154 RJN6207 PENDING
($8.24)
($25.38)
$0.00
($0.88)
($0.19)
819689500
Refund Generated due
to proration on Bill
#0072438365-2024-
2024-0000-00
Vehicle
Totalled 9/15/2025 9/16/2025MONROE, NC
28112 Proration 0072438365 EBR8793 AUTHORIZEDMCCLELLAN,
ANGELA KAY
MCCLELLAN,
ANGELA KAY
917 SKYWATCH
LN
($1.48)
($18.90)
$55.07
Page 14 of 27
270
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($21.16)$0.00
200 VEHICLE FEE ($30.00)$0.00
980 TAX $0.96 $0.00
021 TAX $2.60 $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 ($0.69)$0.00
500 TAX ($1.62)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($0.22)$0.00
003 TAX ($0.07)$0.00
005 TAX ($0.02)$0.00
004 TAX ($0.12)$0.00
002 TAX ($1.58)$0.00
Refund
001 TAX ($15.40)$0.00
600 TAX ($17.46)$0.00
023 TAX ($4.16)$0.00
003 TAX ($1.65)$0.00
005 TAX ($0.37)$0.00
004 TAX ($2.75)$0.00
002 TAX ($35.31)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($45.73)$0.00
200 VEHICLE FEE ($30.00)$0.00
800 TAX $2.28 $0.00
026 TAX $3.62 $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 ($8.89)$0.00
600 TAX ($10.07)$0.00
023 TAX ($2.79)$0.00
003 TAX ($0.95)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.59)$0.00
002 TAX ($20.38)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $35.48 $0.00
200 TAX ($96.38)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $9.82 $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 ($22.47)$0.00
200 TAX ($69.17)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($2.41)$0.00
005 TAX ($0.53)$0.00
004 TAX ($4.02)$0.00
002 TAX ($51.52)$0.00
Refund
001 TAX ($39.13)$0.00
023 TAX ($12.27)$0.00
003 TAX ($4.20)$0.00
005 TAX ($0.93)$0.00
004 TAX ($7.00)$0.00
002 TAX ($89.73)$0.00
Refund
$4.32
($0.69)
($1.62)
$0.00
($0.22)
($0.07)935455568
Refund Generated due
to proration on Bill
#0063265006-2024-
2024-0000-00
Vehicle
Sold
MICAL, TREY
ALEX
MICAL, TREY
ALEX
5943ONVILLE
RD
MONROE, NC
28110
Adjustment <
$100 0085789705 VHE5553 PENDING 1054238769
Refund Generated due
to adjustment on
Bill #0085789705-
2025-2025-0000
Situs error 9/17/2025
$0.00
($21.16)
($30.00)
$0.96
$2.60
$0.00
$0.00
$0.00
$0.00
$47.60
($0.02)
($0.12)
($1.58)
9/9/2025 9/10/2025WAXHAW, NC
28173 Proration 0063265006 8J5530 AUTHORIZED
MONTESDEOCA
ORMAZA, OSCAR
RICARDO
MONTESDEOCA
ORMAZA, OSCAR
RICARDO
9550
COMMUNITY
COMMONS LN
APT 101 CHARLOTTE, NC
28277
Adjustment <
$100 0087403513 VDX4258 PENDING 1057289877
Refund Generated due
to adjustment on
Bill #0087403513-
2024-2024-0000
Situs error 9/29/2025
MINOTTI,
MICHAEL
JOSEPH
MINOTTI,
MICHAEL
JOSEPH
1201 FLAT
HEADS LN
($15.40)
($17.46)
($4.16)
($1.65)
($0.37)821456090
Refund Generated due
to proration on Bill
#0077893595-2023-
2023-0000-00
Reg . Out
of state 9/25/2025 9/26/2025DALLAS, TX
75209 Proration 0077893595 KFX6679 AUTHORIZEDMIXON, SHAKIA
DANITRA
MIXON, SHAKIA
DANITRA
3720 FAIRFAX
AVE
$0.00
($45.73)
($30.00)
$2.28
$3.62
$0.00
$0.00
$0.00
$0.00
$69.83
($2.75)
($35.31)
$77.10
MSC IT
CROSSING LLC
MSC IT
CROSSING LLC
725 PARK
CENTER DR
MATTHEWS, NC
28105
Adjustment <
$100 0081512783 LFA8093 PENDING 1053888246
Refund Generated due
to adjustment on
Bill #0081512783-
2024-2024-0000
($8.89)
($10.07)
($2.79)
($0.95)
($0.21)822391381
Refund Generated due
to proration on Bill
#0070640888-2024-
2024-0000-00
Insurance
Lapse 9/30/2025 10/1/2025MONROE, NC
28110 Proration 0070640888 KFF6785 AUTHORIZEDMONTOYA,
JESUS TELLO
MONTOYA,
JESUS TELLO
6003 BRICK
LANDING DR
Situs error 9/15/2025
$0.00
$35.48
($96.38)
($30.00)
$9.82
$0.00
$0.00
$0.00
$0.00
$81.08
($1.59)
($20.38)
$44.88
($22.47)
($69.17)
$0.00
($2.41)
($0.53)
818989003
Refund Generated due
to proration on Bill
#0083447786-2024-
2024-0000-00
Vehicle
Sold 9/11/2025 9/12/2025MONROE, NC
28112 Proration 0083447786 LCC2288 AUTHORIZED
MUCHKAEVA,
ANNA
ALEKSANDROVNA
MUCHKAEVA,
ANNA
ALEKSANDROVNA
1415 BLACK
WALNUT ST
Vehicle
Sold 9/22/2025 9/23/2025
($39.13)
($12.27)
($4.20)
($0.93)
($7.00)
($89.73)
$153.26
($4.02)
($51.52)
$150.12
MUMA, JAY
ALAN
MUMA, JAY
ALAN
MUMA, KAREN
KISSINGER
7210 INDIAN
TRAIL FAIRVIE FAIRVIEW RD INDIAN TRAIL,
NC 28079 Proration 0066322442 KW9593 AUTHORIZED 703640220
Refund Generated due
to proration on Bill
#0066322442-2024-
2024-0000-00
Page 15 of 27
271
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX ($4.45)$0.00
500 TAX ($10.49)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.42)$0.00
003 TAX ($0.47)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.80)$0.00
002 TAX ($10.20)$0.00
Refund
001 TAX ($22.22)$0.00
500 TAX ($52.42)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($7.12)$0.00
003 TAX ($2.38)$0.00
005 TAX ($0.53)$0.00
004 TAX ($3.97)$0.00
002 TAX ($50.95)$0.00
Refund
001 TAX ($4.97)$0.00
200 TAX ($15.30)$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 ($11.39)$0.00
Refund
001 TAX ($14.34)$0.00
200 TAX ($44.18)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.54)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.57)$0.00
002 TAX ($32.89)$0.00
Refund
001 TAX ($69.18)$0.00
025 TAX ($21.28)$0.00
003 TAX ($7.42)$0.00
005 TAX ($1.65)$0.00
004 TAX ($12.37)$0.00
002 TAX ($158.62)$0.00
Refund
001 TAX ($3.57)$0.00
600 TAX ($4.05)$0.00
020 TAX ($1.17)$0.00
003 TAX ($0.38)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.18)$0.00
Refund
001 TAX $0.00 $0.00
101 TAX $14.12 $0.00
101 VEHICLE FEE $30.00 $0.00
200 TAX ($88.69)$0.00
200 VEHICLE FEE ($30.00)$0.00
026 TAX $7.02 $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 ($26.49)$0.00
600 TAX ($30.03)$0.00
020 TAX ($8.68)$0.00
003 TAX ($2.84)$0.00
005 TAX ($0.63)$0.00
004 TAX ($4.74)$0.00
002 TAX ($60.75)$0.00
Refund
MURRAY,
KATHERINE
ARLENE
MURRAY,
KATHERINE
ARLENE
1503 LOOSE
LEAF LN
($0.11)
($0.80)
($10.20)
$27.94
($4.45)
($10.49)
$0.00
($1.42)
($0.47)934810944
Refund Generated due
to proration on Bill
#0080728250-2024-
2024-0000-00
Vehicle
Sold 9/5/2025 9/8/2025NEW BERN, NC
28652 Proration 0080728250 RCJ7445 AUTHORIZED
MURPHY,
DONALD
CLIFFORD
MURPHY,
DONALD
CLIFFORD
MURPHY,
PAMELA JO
2506 WILD
TURKEY RD
($0.53)
($3.97)
($50.95)
$139.59
($22.22)
($52.42)
$0.00
($7.12)
($2.38)938807552
Refund Generated due
to proration on Bill
#0071329905-2024-
2024-0000-00
Reg . Out
of state 9/25/2025 9/26/2025BLYTHEWOOD,
SC 29016 Proration 0071329905 EMW3435 AUTHORIZED
($4.97)
($15.30)
$0.00
($0.53)
($0.12)
818490393
Refund Generated due
to proration on Bill
#0083786687-2024-
2024-0000-00
Vehicle
Sold 9/8/2025 9/9/2025INDIAN TRAIL,
NC 28079 Proration 0083786687 VL9952 AUTHORIZEDNEUSE TELECOM
LLC
NEUSE TELECOM
LLC
4580 POPLIN
GROVE DR
Vehicle
Sold 9/8/2025 9/9/2025
($14.34)
($44.18)
$0.00
($1.54)
($0.34)
($2.57)
($32.89)
$95.86
($0.89)
($11.39)
$33.20
NEUSE TELECOM
LLC
NEUSE TELECOM
LLC
4580 POPLIN
GROVE DR
INDIAN TRAIL,
NC 28079 Proration 0083786552 VL9950 AUTHORIZED 818490407
Refund Generated due
to proration on Bill
#0083786552-2024-
2024-0000-00
($69.18)
($21.28)
($7.42)
($1.65)
($12.37)
703640004
Refund Generated due
to proration on Bill
#0070729629-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025WAXHAW, NC
28173 Proration 0070729629 TDC8300 AUTHORIZEDNICHOL,
MATTHEW DAVID
NICHOL,
MATTHEW DAVID
5313
MCWHORTER RD
9/2/2025 9/3/2025
($3.57)
($4.05)
($1.17)
($0.38)
($0.09)
($0.64)
($8.18)
$18.08
($158.62)
$270.52
NIELSEN,
BJARNE
NIELSEN,
BJARNE
NIELSEN,
JANICE
HOLLAND
1005
HARROGATE LN
MATTHEWS, NC
28104 Proration 0016594351 JEE3746 AUTHORIZED 817308877
Refund Generated due
to proration on Bill
#0016594351-2024-
2024-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$0.00
$0.00
$14.12
$30.00
($88.69)
($30.00)1174841900
Refund Generated due
to adjustment on
Bill #0087522724-
2024-2024-0000
Situs error 9/30/2025CHARLOTTE, NC
28277
Adjustment <
$100 0087522724 BCK8298 PENDING
9/30/2025
($26.49)
($30.03)
($8.68)
($2.84)
($0.63)
($4.74)
($60.75)
$134.16
$67.55
OLIVER,
MEAGHAN JEAN
PLEMMONS
OLIVER,
MEAGHAN JEAN
PLEMMONS
141 ALDEN WAY ANGIER, NC
27501 Proration 0073346781 2252TU AUTHORIZED 822335759
Refund Generated due
to proration on Bill
#0073346781-2024-
2024-0000-00
Vehicle
Sold 9/29/2025
OAKLEY,
MATTHEW
EDWARD
OAKLEY,
MATTHEW
EDWARD
TROTTER,
HOLLY
KRISTINE
6211 CRUDEN
BAY WAY $7.02
Page 16 of 27
272
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $16.56 $0.00
200 TAX ($42.86)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $4.16 $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 ($35.25)$0.00
101 TAX ($17.28)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($8.60)$0.00
003 TAX ($3.78)$0.00
005 TAX ($0.84)$0.00
004 TAX ($6.31)$0.00
002 TAX ($80.82)$0.00
Refund
001 TAX ($14.07)$0.00
900 TAX ($18.32)$0.00
023 TAX ($4.41)$0.00
003 TAX ($1.51)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.52)$0.00
002 TAX ($32.27)$0.00
Refund
001 TAX ($28.84)$0.00
500 TAX ($74.41)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($11.80)$0.00
003 TAX ($2.72)$0.00
005 TAX ($1.15)$0.00
004 TAX ($9.98)$0.00
002 TAX ($68.71)$0.00
Refund
001 TAX ($23.63)$0.00
200 TAX ($72.76)$0.00
003 TAX ($2.53)$0.00
005 TAX ($0.57)$0.00
004 TAX ($4.23)$0.00
002 TAX ($54.17)$0.00
Refund
001 TAX ($15.31)$0.00
700 TAX ($20.27)$0.00
020 TAX ($5.02)$0.00
003 TAX ($1.64)$0.00
005 TAX ($0.37)$0.00
004 TAX ($2.74)$0.00
002 TAX ($35.11)$0.00
Refund
001 TAX ($7.70)$0.00
700 TAX ($10.20)$0.00
023 TAX ($2.42)$0.00
003 TAX ($0.83)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.38)$0.00
002 TAX ($17.67)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($125.63)$0.00
200 VEHICLE FEE ($30.00)$0.00
700 TAX $54.00 $0.00
020 TAX $13.38 $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
ORF, DEREK
JAMES
ORF, DEREK
JAMES
1109
BALTUSROL LN
$0.00
$0.00
$0.00
$0.00
$52.14
$0.00
$16.56
($42.86)
($30.00)
$4.161054237734
Refund Generated due
to adjustment on
Bill #0086737924-
2025-2025-0000
Situs error 9/17/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0086737924 VFZ2946 PENDINGO'NEAL, EMILY
LOGAN
O'NEAL, EMILY
LOGAN
3409 SOUNTERN
GINGER DR
($0.84)
($6.31)
($80.82)
$152.88
($35.25)
($17.28)
$0.00
($8.60)
($3.78)938227832
Refund Generated due
to proration on Bill
#0063869842-2024-
2024-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MARVIN, NC
28173 Proration 0063869842 JKJ1209 AUTHORIZED
OWENBURG,
JENNIFER
ELLEN
OWENBURG,
JENNIFER
ELLEN
OWENBURG,
CORY RAY
3109 DEEP
RIVER WAY
WAXHAW, NC
28173 Proration 0086272055 TLB1895 AUTHORIZED 937595432
Refund Generated due
to proration on Bill
#0086272055-2025-
2025-0000-00
($14.07)
($18.32)
($4.41)
($1.51)
($0.34)820912911
Refund Generated due
to proration on Bill
#0080871487-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025INDIAN TRAIL,
NC 28079 Proration 0080871487 TW4028 AUTHORIZEDOTIASHVILI,
GIORGI
OTIASHVILI,
GIORGI
TCHIKABERIDZE
, DEA
6602 CONIFER
CIR
Vehicle
Sold 9/19/2025 9/22/2025
($28.84)
($74.41)
$0.00
($11.80)
($2.72)
($1.15)
($9.98)
($68.71)
$197.61
($2.52)
($32.27)
$73.44
($23.63)
($72.76)
($2.53)
($0.57)
($4.23)
700550664
Refund Generated due
to proration on Bill
#0077889165-2024-
2024-0000-00
Vehicle
Sold 9/2/2025 9/3/2025MONROE, NC
28110 Proration 0077889165 CL53915 AUTHORIZED
PARMAN,
WILLARD
EUGENE
PARMAN,
WILLARD
EUGENE
PARMAN,
PATRICIA
DARLENE
1619 WILLIAMS
RD TRLR N
9/23/2025 9/24/2025
($15.31)
($20.27)
($5.02)
($1.64)
($0.37)
($2.74)
($35.11)
$80.46
($54.17)
$157.89
PASUPULA,
ROHITH
VENKATA
PASUPULA,
ROHITH
VENKATA
1201 MAY
APPLE DR
STALLINGS, NC
28104 Proration 0081864806 RJY8016 AUTHORIZED 820950116
Refund Generated due
to proration on Bill
#0081864806-2024-
2024-0000-00
Vehicle
Sold
PATTERSON,
EZEKIEL
SABASTIAN
BLANE
PATTERSON,
EZEKIEL
SABASTIAN
BLANE
6000 OLD
HEARTWOOD W APT 6312 MATTHEWS, NC
28104
Adjustment <
$100 0085550695 LBM5440 PENDING 1054513071
Refund Generated due
to adjustment on
Bill #0085550695-
2024-2024-0000
($7.70)
($10.20)
($2.42)
($0.83)
($0.18)821205238
Refund Generated due
to proration on Bill
#0058001925-2024-
2024-0000-00
Vehicle
Sold 9/24/2025 9/25/2025MATTHEWS, NC
28104 Proration 0058001925 EGATA2 AUTHORIZED
PATITSAS,
NICHOLAS
JAMES
PATITSAS,
NICHOLAS
JAMES
2304
CAERNARFON LN
Situs error 9/18/2025
$0.00
($125.63)
($30.00)
$54.00
$13.38
$0.00
$0.00
$0.00
$0.00
$88.25
($1.38)
($17.67)
$40.38
Page 17 of 27
273
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($38.54)$0.00
200 VEHICLE FEE ($30.00)$0.00
021 TAX $4.73 $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 ($19.12)$0.00
300 TAX ($39.83)$0.00
300 VEHICLE FEE $0.00 $0.00
022 TAX ($10.02)$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 ($11.43)$0.00
024 TAX ($5.60)$0.00
003 TAX ($1.23)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.05)$0.00
002 TAX ($26.20)$0.00
Refund
001 TAX ($1.17)$0.00
600 TAX ($1.33)$0.00
019 TAX ($0.46)$0.00
003 TAX ($0.12)$0.00
005 TAX ($0.03)$0.00
004 TAX ($0.21)$0.00
002 TAX ($2.68)$0.00
Refund
001 TAX ($9.01)$0.00
600 TAX ($10.21)$0.00
019 TAX ($3.52)$0.00
003 TAX ($0.96)$0.00
005 TAX ($0.21)$0.00
004 TAX ($1.61)$0.00
002 TAX ($20.65)$0.00
Refund
001 TAX ($4.14)$0.00
200 TAX ($12.74)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.44)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.74)$0.00
002 TAX ($9.48)$0.00
Refund
001 TAX ($12.24)$0.00
014 TAX ($3.81)$0.00
003 TAX ($1.32)$0.00
005 TAX ($0.29)$0.00
004 TAX ($2.19)$0.00
002 TAX ($28.07)$0.00
Refund
001 TAX $0.00 $0.00
600 TAX $41.84 $0.00
200 TAX ($113.64)$0.00
200 VEHICLE FEE ($30.00)$0.00
020 TAX $12.10 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX ($16.17)$0.00
017 TAX ($5.83)$0.00
003 TAX ($1.73)$0.00
Refund
PEREZ,
BRAXTON
ELEAZAR
PEREZ,
BRAXTON
ELEAZAR
499 ASPIRE
CIR
$0.00
$0.00
$0.00
$63.81
$0.00
($38.54)
($30.00)
$4.73
$0.00939813344
Refund Generated due
to adjustment on
Bill #0087295347-
2025-2025-0000
Situs error 9/29/2025MONROE, NC
28110
Adjustment <
$100 0087295347 LKC2633 PENDING
PEREIRA
FILHO,
OTACILIO
PEREIRA
FILHO,
OTACILIO
2921 BERT
WILLIANS RD
($0.46)
($3.42)
($43.84)
$118.74
($19.12)
($39.83)
$0.00
($10.02)
($2.05)934515848
Refund Generated due
to proration on Bill
#0084629988-2024-
2024-0000-00
Vehicle
Totalled 9/4/2025 9/5/2025WINGATE, NC
28174 Proration 0084629988 FMP2325 AUTHORIZED
($11.43)
($5.60)
($1.23)
($0.27)
($2.05)
703008408
Refund Generated due
to adjustment on
Bill #0061170508-
2024-2024-0000-00
Over
Assessment 9/18/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0061170508 TBE2305 PENDINGPERKINS, TONY
LEE
PERKINS, TONY
LEE
3017 HIGH
RIDGE CHURCH
RD
9/30/2025 10/1/2025
($1.17)
($1.33)
($0.46)
($0.12)
($0.03)
($0.21)
($2.68)
$6.00
($26.20)
$46.78
PESCE, RITA PESCE, RITA PESCE, FRED 7006 HOLLY
PARK DR
INDIAN TRAIL,
NC 28079 Proration 0009501816 AJF7188 AUTHORIZED 822390471
Refund Generated due
to proration on Bill
#0009501816-2024-
2024-0000-00
Vehicle
Sold
($9.01)
($10.21)
($3.52)
($0.96)
($0.21)822391234
Refund Generated due
to proration on Bill
#0083073226-2024-
2024-0000-00
Vehicle
Totalled 9/30/2025 10/1/2025MONROE, NC
28110 Proration 0083073226 REW6617 AUTHORIZED
PHILLIPS,
VICKI
MICHELLE
PHILLIPS,
VICKI
MICHELLE
2011 SUNLIGHT
PATH DR
Vehicle
Sold 9/15/2025 9/16/2025
($4.14)
($12.74)
$0.00
($0.44)
($0.10)
($0.74)
($9.48)
$27.64
($1.61)
($20.65)
$46.17
PLYLER, DONNA
HEINTZ
PLYLER, DONNA
HEINTZ
2040 SKYWAY
DR
MONROE, NC
28110 Proration 0079210556 PDL9983 AUTHORIZED 819689815
Refund Generated due
to proration on Bill
#0079210556-2024-
2024-0000-00
($12.24)
($3.81)
($1.32)
($0.29)
($2.19)
702170658
Refund Generated due
to proration on Bill
#0084674176-2024-
2024-0000-00
Vehicle
Sold 9/12/2025 9/15/2025MONROE, NC
28112 Proration 0084674176 CR94814 AUTHORIZED
POMERLYAN,
KONSTANTIN
VALERYIVICH
POMERLYAN,
KONSTANTIN
VALERYIVICH
3509 MEDLIN
RD
9/15/2025
$0.00
$41.84
($113.64)
($30.00)
$12.10
$0.00
$0.00
$0.00
$0.00
$89.70
($28.07)
$47.92
PORCIC,
MELISA
PORCIC,
MELISA
283
UNIONVILLE
INDIAN
TARIL RD W INDIAN TRAIL,
NC 28079
Adjustment <
$100 0081964319 LFZ9398 PENDING 1053888561
Refund Generated due
to adjustment on
Bill #0081964319-
2024-2024-0000
Situs error
($16.17)
($5.83)
($1.73)
$23.73
350781690
Refund Generated due
to proration on Bill
#0082764202-2024-
2024-0000-00
Vehicle
Totalled 9/8/2025 9/9/2025MONROE, NC
28110 Proration 0082764202 TRA9666 AUTHORIZEDPRICE,
CHARLES ERIC
PRICE,
CHARLES ERIC
PRICE, LESLIE
LORAINE
3910 MULLIS
NEWSOME RD
Page 18 of 27
274
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $12.25 $0.00
200 TAX ($33.27)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $3.39 $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
600 TAX $11.75 $0.00
200 TAX ($31.91)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $3.25 $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 ($0.47)$0.00
200 TAX ($1.46)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.05)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.08)$0.00
002 TAX ($1.08)$0.00
Refund
001 TAX ($11.61)$0.00
019 TAX ($4.54)$0.00
003 TAX ($1.25)$0.00
005 TAX ($0.28)$0.00
004 TAX ($2.08)$0.00
002 TAX ($26.62)$0.00
Refund
001 TAX ($9.38)$0.00
500 TAX ($22.12)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.00)$0.00
003 TAX ($1.00)$0.00
005 TAX ($0.22)$0.00
004 TAX ($1.68)$0.00
002 TAX ($21.50)$0.00
Refund
001 TAX ($64.12)$0.00
026 TAX ($15.64)$0.00
003 TAX ($6.87)$0.00
005 TAX ($1.53)$0.00
004 TAX ($11.48)$0.00
002 TAX ($147.01)$0.00
Refund
001 TAX ($29.22)$0.00
026 TAX ($7.13)$0.00
003 TAX ($3.13)$0.00
005 TAX ($0.70)$0.00
004 TAX ($5.23)$0.00
002 TAX ($67.01)$0.00
Refund
001 TAX ($79.71)$0.00
970 TAX ($8.06)$0.00
026 TAX ($19.44)$0.00
003 TAX ($8.55)$0.00
005 TAX ($1.91)$0.00
004 TAX ($14.26)$0.00
002 TAX ($182.77)$0.00
Refund
001 TAX ($3.59)$0.00
970 TAX ($0.36)$0.00
026 TAX ($0.88)$0.00
003 TAX ($0.39)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.64)$0.00
002 TAX ($8.24)$0.00
Refund
RAMA,
LAWRENCE NONO
RAMA,
LAWRENCE NONO
6419
CAMBRIDGE DR
$0.00
$0.00
$0.00
$0.00
$47.63
$0.00
$12.25
($33.27)
($30.00)
$3.391054238949
Refund Generated due
to adjustment on
Bill #0085737415-
2024-2024-0000
Situs error 9/17/2025HARRISBURG,
NC 28075
Adjustment <
$100 0085737415 TLY8126 PENDINGRAMA,
LAWRENCE NONO
RAMA,
LAWRENCE NONO
6419
CAMBRIDGE DR
$0.00
$0.00
$0.00
$0.00
$46.91
$0.00
$11.75
($31.91)
($30.00)
$3.251054238958
Refund Generated due
to adjustment on
Bill #0085737409-
2024-2024-0000
Situs error 9/17/2025HARRISBURG,
NC 28075
Adjustment <
$100 0085737409 TLY8127 PENDING
($0.47)
($1.46)
$0.00
($0.05)
($0.01)
820177456
Refund Generated due
to proration on Bill
#0073657044-2024-
2024-0000-00
Vehicle
Sold 9/18/2025 9/19/2025MONROE, NC
28110 Proration 0073657044 TJB5078 AUTHORIZED
RAMIREZ
RIVAS,
JENNIFER
RAMIREZ
RIVAS,
JENNIFER
1604
MACKENZIE LN
RATTAN, ISHA RATTAN, ISHA SHARMA,
PRADEEP
1012 HICKORY
PINE RD
Vehicle
Sold 9/29/2025 9/30/2025
($11.61)
($4.54)
($1.25)
($0.28)
($2.08)
($26.62)
$46.38
($0.08)
($1.08)
$3.15
RAMIREZ,
CAMERON
GEORGE
RAMIREZ,
CAMERON
GEORGE
6028 SAPWOOD
CT
MATTHEWS, NC
28104 Proration 0072214440 KHC6262 AUTHORIZED 704859216
Refund Generated due
to proration on Bill
#0072214440-2024-
2024-0000-00
($0.22)
($1.68)
($21.50)
$58.90
($9.38)
($22.12)
$0.00
($3.00)
($1.00)934070056
Refund Generated due
to proration on Bill
#0063758470-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025WAXHAW, NC
28173 Proration 0063758470 RDB8630 AUTHORIZED
($64.12)
($15.64)
($6.87)
($1.53)
($11.48)
702824574
Refund Generated due
to proration on Bill
#0066296728-2024-
2024-0000-00
Reg . Out
of state 9/17/2025 9/18/2025HILTON HEAD,
SC 29928 Proration 0066296728 JHL8053 AUTHORIZEDREDER,
ANNETTE DACEY
REDER,
ANNETTE DACEY 11 QUEENS WAY
9/17/2025 9/18/2025
($29.22)
($7.13)
($3.13)
($0.70)
($5.23)
($67.01)
$112.42
($147.01)
$246.65
REDER, DAVID
MICHAEL
REDER, DAVID
MICHAEL 11 QUEENS WAY HILTON HEAD,
SC 29928 Proration 0058603957 HHW2059 AUTHORIZED 702824568
Refund Generated due
to proration on Bill
#0058603957-2024-
2024-0000-00
Reg . Out
of state
($79.71)
($8.06)
($19.44)
($8.55)
($1.91)822391094
Refund Generated due
to proration on Bill
#0077224324-2024-
2024-0000-00
Reg . Out
of state 9/30/2025 10/1/2025YORK, SC
29745 Proration 0077224324 KJR7856 AUTHORIZEDREED, DAVID
MERRILL
REED, DAVID
MERRILL
REED, BRENDA
WINGFIELD
2593 COZY
COVE DR
Reg . Out
of state 9/30/2025 10/1/2025
($3.59)
($0.36)
($0.88)
($0.39)
($0.09)
($0.64)
($8.24)
$14.19
($14.26)
($182.77)
$314.70
REED, DAVID
MERRILL
REED, DAVID
MERRILL
REED, BRENDA
WINGFIELD
2593 COZY
COVE DR
YORK, SC
29745 Proration 0079097968 DLS3069 AUTHORIZED 822391143
Refund Generated due
to proration on Bill
#0079097968-2024-
2024-0000-00
Page 19 of 27
275
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
600 TAX $67.45 $0.00
200 TAX ($183.20)$0.00
019 TAX $23.26 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
600 TAX $4.59 $0.00
200 TAX ($11.88)$0.00
200 VEHICLE FEE ($30.00)$0.00
023 TAX $1.15 $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 ($18.10)$0.00
019 TAX ($7.08)$0.00
003 TAX ($1.94)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.24)$0.00
002 TAX ($41.50)$0.00
Refund
001 TAX ($6.00)$0.00
990 TAX ($0.77)$0.00
015 TAX ($2.02)$0.00
003 TAX ($0.64)$0.00
005 TAX ($0.14)$0.00
004 TAX ($1.07)$0.00
002 TAX ($13.75)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($61.95)$0.00
200 VEHICLE FEE ($30.00)$0.00
015 TAX $6.67 $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 ($9.37)$0.00
029 TAX ($2.22)$0.00
003 TAX ($0.88)$0.00
005 TAX ($0.37)$0.00
004 TAX ($3.24)$0.00
002 TAX ($22.32)$0.00
Refund
001 TAX ($26.60)($1.33)
026 TAX ($6.49)($0.33)
003 TAX ($2.85)($0.14)
005 TAX ($0.64)($0.03)
004 TAX ($4.76)($0.24)
002 TAX ($60.99)($3.05)
Refund
001 TAX ($6.30)$0.00
101 TAX ($3.09)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.53)$0.00
003 TAX ($0.67)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.13)$0.00
002 TAX ($14.45)$0.00
Refund
REYES
MARTINEZ,
VIOLETA
REYES
MARTINEZ,
VIOLETA
2001 ALISE
FLAGG LN APT#13 105
$0.00
$0.00
$0.00
$92.49
$0.00
$67.45
($183.20)
$23.26
$0.00936789688
Refund Generated due
to adjustment on
Bill #0083768939-
2024-2024-0000
Situs error 9/15/2025UNIONVILLE,
NC 28110
Adjustment <
$100 0083768939 CR86785 PENDINGREID, BRENDON
HEINZ IAN
REID, BRENDON
HEINZ IAN
SKLAR, CRAIG
D
1448 HILTON
WAY
$0.00
$0.00
$0.00
$0.00
$36.14
$0.00
$4.59
($11.88)
($30.00)
$1.151057289958
Refund Generated due
to adjustment on
Bill #0087345882-
2025-2025-0000
Situs error 9/29/2025INDIAN TRAIL,
NC 28079
Adjustment <
$100 0087345882 VHE7069 PENDING
($18.10)
($7.08)
($1.94)
($0.43)
($3.24)
703640844
Refund Generated due
to proration on Bill
#0078954211-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025MONROE, NC
28110 Proration 0078954211 HKJ7600 AUTHORIZEDROBERTS, LISA
ANN
ROBERTS, LISA
ANN
2620 GRAYSON
PKWY
ROSH, BRADLEY
IRWIN
ROSH, BRADLEY
IRWIN
1009 MARTHAS
MEADOWS LN APT 5
9/30/2025 10/1/2025
($6.00)
($0.77)
($2.02)
($0.64)
($0.14)
($1.07)
($13.75)
$24.39
($41.50)
$72.29
ROBINSON,
SHEILA ANN
ROBINSON,
SHEILA ANN
3111 LONNIE
WALKER RD
MINERAL
SPRINGS, NC
28108
Proration 0083819639 RKE1465 AUTHORIZED 822391073
Refund Generated due
to proration on Bill
#0083819639-2024-
2024-0000-00
Vehicle
Sold
$0.00
$0.00
$0.00
$85.28
$0.00
($61.95)
($30.00)
$6.67
$0.00937101160
Refund Generated due
to adjustment on
Bill #0086485128-
2025-2025-0000
Situs error 9/17/2025MONROE, NC
28112
Adjustment <
$100 0086485128 LKL6360 PENDING
($9.37)
($2.22)
($0.88)
($0.37)
($3.24)
704106186
Refund Generated due
to proration on Bill
#0086142189-2025-
2025-0000-00
Vehicle
Sold 9/25/2025 9/26/2025MONROE, NC
28112 Proration 0086142189 VHE5708 AUTHORIZED
ROWELL,
DEBBIE
RUSHING
ROWELL,
DEBBIE
RUSHING
1610 ELLIS
BELK RD
9/26/2025 9/30/2025
($27.93)
($6.82)
($2.99)
($0.67)
($5.00)
($64.04)
$107.45
($22.32)
$38.40
ROY, BRIAN
ANTHONY
ROY, BRIAN
ANTHONY
9104 MAN OF
WAR DR
WAXHAW, NC
28173 Proration 0065934726 JMZ4877 AUTHORIZED 704300208
Refund Generated due
to proration on Bill
#0065934726-2024-
2024-0000-00
Vehicle
Sold
($0.15)
($1.13)
($14.45)
$27.32
($6.30)
($3.09)
$0.00
($1.53)
($0.67)937345216
Refund Generated due
to proration on Bill
#0016603699-2024-
2024-0000-00
Vehicle
Sold 9/18/2025 9/19/2025WAXHAW, NC
28173 Proration 0016603699 AAZ5366 AUTHORIZEDSALERNO,
DANIEL JOSEPH
SALERNO,
DANIEL JOSEPH
7801 AVANTI
DR
Page 20 of 27
276
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($12.19)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $1.86 $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 ($3.86)$0.00
101 TAX ($1.89)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($0.94)$0.00
003 TAX ($0.41)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.69)$0.00
002 TAX ($8.85)$0.00
Refund
001 TAX ($22.88)$0.00
101 TAX ($11.46)$0.00
101 VEHICLE FEE ($30.00)$0.00
026 TAX ($6.19)$0.00
003 TAX ($2.16)$0.00
005 TAX ($0.92)$0.00
004 TAX ($7.92)$0.00
002 TAX ($54.52)$0.00
Refund
001 TAX ($42.02)$0.00
026 TAX ($10.25)$0.00
003 TAX ($4.51)$0.00
005 TAX ($1.00)$0.00
004 TAX ($7.52)$0.00
002 TAX ($96.36)$0.00
Refund
001 TAX ($24.14)$0.00
600 TAX ($27.37)$0.00
023 TAX ($7.57)$0.00
003 TAX ($2.59)$0.00
005 TAX ($0.57)$0.00
004 TAX ($4.32)$0.00
002 TAX ($55.36)$0.00
Refund
001 TAX ($65.65)$0.00
970 TAX ($6.63)$0.00
026 TAX ($16.01)$0.00
003 TAX ($7.04)$0.00
005 TAX ($1.57)$0.00
004 TAX ($11.74)$0.00
002 TAX ($150.52)$0.00
Refund
001 TAX ($18.83)$0.00
970 TAX ($1.91)$0.00
026 TAX ($4.59)$0.00
003 TAX ($2.02)$0.00
005 TAX ($0.45)$0.00
004 TAX ($3.37)$0.00
002 TAX ($43.19)$0.00
Refund
001 TAX ($66.32)$0.00
970 TAX ($6.71)$0.00
026 TAX ($16.17)$0.00
003 TAX ($7.11)$0.00
005 TAX ($1.58)$0.00
004 TAX ($11.87)$0.00
002 TAX ($152.05)$0.00
Refund
001 TAX ($52.63)$0.00
970 TAX ($5.32)$0.00
026 TAX ($12.83)$0.00
003 TAX ($5.64)$0.00
005 TAX ($1.26)$0.00
004 TAX ($9.41)$0.00
002 TAX ($120.68)$0.00
Refund
SALVATIERRA
REYES,
SEVERIANO
SALVATIERRA
REYES,
SEVERIANO
1005 OLIVE
BRANCH ROAD
$0.00
$0.00
$0.00
$40.33
$0.00
($12.19)
($30.00)
$1.86
$0.00937100248
Refund Generated due
to adjustment on
Bill #0086659010-
2025-2025-0000
Situs error 9/17/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0086659010 LKV9126 PENDING
SAWANT,
NIKHIL
RAJARAM
SAWANT,
NIKHIL
RAJARAM
916 WANDERING
WAY DR
($0.09)
($0.69)
($8.85)
$16.73
($3.86)
($1.89)
$0.00
($0.94)
($0.41)935455200
Refund Generated due
to proration on Bill
#0048906118-2024-
2024-0000-00
Vehicle
Sold 9/9/2025 9/10/2025WAXHAW, NC
28173 Proration 0048906118 BEV8587 AUTHORIZED
SAWANT,
NIKHIL
RAJARAM
SAWANT,
NIKHIL
RAJARAM
916 WANDERING
WAY DR
($0.92)
($7.92)
($54.52)
$136.05
($22.88)
($11.46)
($30.00)
($6.19)
($2.16)935455208
Refund Generated due
to proration on Bill
#0048906118-2025-
2025-0000-00
Vehicle
Sold 9/9/2025 9/10/2025WAXHAW, NC
28173 Proration 0048906118 BEV8587 AUTHORIZED
($42.02)
($10.25)
($4.51)
($1.00)
($7.52)
702623478
Refund Generated due
to proration on Bill
#0064870807-2024-
2024-0000-00
Vehicle
Sold 9/16/2025 9/17/2025WAXHAW, NC
28173 Proration 0064870807 J0YSA AUTHORIZEDSCOTT, JAIMEE
EVANS
SCOTT, JAIMEE
EVANS
1902 PENSCO
POND CT
9/25/2025 9/26/2025
($24.14)
($27.37)
($7.57)
($2.59)
($0.57)
($4.32)
($55.36)
$121.92
($96.36)
$161.66
SCOTT,
SHAKIYA
DA'JANAE
SCOTT,
SHAKIYA
DA'JANAE
3720 FAIRFAX
AVE
DALLAS, TX
75209 Proration 0069801827 KCR7760 AUTHORIZED 821456104
Refund Generated due
to proration on Bill
#0069801827-2024-
2024-0000-00
Reg . Out
of state
SHAFFNER,
STEVEN LYNN
SHAFFNER,
STEVEN LYNN
28431 PICANA
LN
WESLEY
CHAPEL, FL
33543
Proration 0078888612 9E1178 AUTHORIZED 817702144
Refund Generated due
to proration on Bill
#0078888612-2024-
2024-0000-00
($65.65)
($6.63)
($16.01)
($7.04)
($1.57)817702088
Refund Generated due
to proration on Bill
#0076394283-2024-
2024-0000-00
Reg . Out
of state 9/4/2025 9/5/2025
WESLEY
CHAPEL, FL
33543
Proration 0076394283 HBY1544 AUTHORIZEDSHAFFNER,
STEVEN LYNN
SHAFFNER,
STEVEN LYNN
SHAFFNER,
JANA LEAH
28431 PICANA
LN
SHAFFNER,
JANA LEAH
28431 PICANA
LN
Reg . Out
of state 9/4/2025 9/5/2025
($18.83)
($1.91)
($4.59)
($2.02)
($0.45)
($3.37)
($43.19)
$74.36
($11.74)
($150.52)
$259.16
SHAFFNER,
STEVEN LYNN
SHAFFNER,
STEVEN LYNN
SHAFFNER,
JANA LEAH
28431 PICANA
LN
WESLEY
CHAPEL, FL
33543
Proration 0063497358 DMF1360 AUTHORIZED 817702158
Refund Generated due
to proration on Bill
#0063497358-2024-
2024-0000-00
($66.32)
($6.71)
($16.17)
($7.11)
($1.58)817702151
Refund Generated due
to proration on Bill
#0066969254-2024-
2024-0000-00
Reg . Out
of state 9/4/2025 9/5/2025
WESLEY
CHAPEL, FL
33543
Proration 0066969254 TKJ5678 AUTHORIZEDSHAFFNER,
STEVEN LYNN
SHAFFNER,
STEVEN LYNN
Reg . Out
of state 9/4/2025 9/5/2025
($52.63)
($5.32)
($12.83)
($5.64)
($1.26)
($9.41)
($120.68)
$207.77
($11.87)
($152.05)
$261.81
Page 21 of 27
277
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 ($70.74)$0.00
970 TAX ($7.15)$0.00
026 TAX ($17.25)$0.00
003 TAX ($7.58)$0.00
005 TAX ($1.69)$0.00
004 TAX ($12.65)$0.00
002 TAX ($162.19)$0.00
Refund
001 TAX ($4.49)$0.00
500 TAX ($10.59)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($1.44)$0.00
003 TAX ($0.48)$0.00
005 TAX ($0.10)$0.00
004 TAX ($0.80)$0.00
002 TAX ($10.29)$0.00
Refund
001 TAX ($93.95)$0.00
101 TAX ($46.06)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($22.91)$0.00
003 TAX ($10.07)$0.00
005 TAX ($2.24)$0.00
004 TAX ($16.81)$0.00
002 TAX ($215.43)$0.00
Refund
001 TAX ($29.11)$0.00
600 TAX ($33.01)$0.00
020 TAX ($9.55)$0.00
003 TAX ($3.12)$0.00
005 TAX ($0.69)$0.00
004 TAX ($5.21)$0.00
002 TAX ($66.76)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($60.81)$0.00
980 TAX $2.76 $0.00
021 TAX $7.46 $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 ($4.69)$0.00
026 TAX ($1.08)$0.00
003 TAX ($0.50)$0.00
005 TAX ($0.11)$0.00
004 TAX ($0.84)$0.00
002 TAX ($10.76)$0.00
Refund
001 TAX ($6.25)$0.00
026 TAX ($1.52)$0.00
003 TAX ($0.67)$0.00
005 TAX ($0.15)$0.00
004 TAX ($1.12)$0.00
002 TAX ($14.34)$0.00
Refund
001 TAX ($1.84)$0.00
700 TAX ($2.44)$0.00
020 TAX ($0.60)$0.00
003 TAX ($0.20)$0.00
005 TAX ($0.04)$0.00
004 TAX ($0.33)$0.00
002 TAX ($4.23)$0.00
Refund
001 TAX ($62.87)$0.00
500 TAX ($148.32)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($20.15)$0.00
003 TAX ($6.74)$0.00
005 TAX ($1.50)$0.00
004 TAX ($11.25)$0.00
002 TAX ($144.16)$0.00
Refund
($162.19)
$279.25
($12.65)
SHINKARUK,
DANIEL Y
SHINKARUK,
DANIEL Y
1058 DELRIDGE
ST
WAXHAW, NC
28173 Proration 0083141628 VFL5529 AUTHORIZED 936225720
Refund Generated due
to proration on Bill
#0083141628-2024-
2024-0000-00
($70.74)
($7.15)
($17.25)
($7.58)
($1.69)817703159
Refund Generated due
to proration on Bill
#0083183569-2024-
2024-0000-00
Vehicle
Sold 9/4/2025 9/5/2025CHARLOTTE, NC
28277 Proration 0083183569 KFF4365 AUTHORIZED
SHANNON G
PARSONS DMD
PA
SHANNON G
PARSONS DMD
PA
7751
BALLANTYNE
COMMONS P
STE 101
Vehicle
Sold 9/12/2025 9/15/2025
($4.49)
($10.59)
$0.00
($1.44)
($0.48)
($0.10)
($0.80)
($10.29)
$28.19
($2.24)
($16.81)
($215.43)
$407.47
($93.95)
($46.06)
$0.00
($22.91)
($10.07)
Reg . Out
of state 9/26/2025 9/29/2025
COLORADO
SPRINGS, CO
80911
Proration 0085397334 LFR7068 AUTHORIZED
SIMPSON,
JAMES DUANE
SIMPSON,
JAMES DUANE
518 WEST
UNIONVILLE
MONROE, NC
28110
Adjustment <
$100 0086657369 CS17250 PENDING 937100256
Refund Generated due
to adjustment on
Bill #0086657369-
2025-2025-0000
Situs error 9/17/2025
SIEBERT,
RALPH MICHAEL
SIEBERT,
RALPH MICHAEL 5480 LIANO DR 939066744
Refund Generated due
to proration on Bill
#0085397334-2024-
2024-0000-00
($29.11)
($33.01)
($9.55)
($3.12)
($0.69)819199297
Refund Generated due
to proration on Bill
#0073137507-2024-
2024-0000-00
Vehicle
Sold 9/12/2025 9/15/2025INDIAN TRAIL,
NC 28079 Proration 0073137507 FMM8438 AUTHORIZEDSIMPSON,
DAVID MARK
SIMPSON,
DAVID MARK
SIMPSON,
DESIREE ERICA
1007
ARCHIDAMUS LN
$0.00
($60.81)
$2.76
$7.46
$0.00
$0.00
$0.00
$0.00
$50.59
($5.21)
($66.76)
$147.45
($4.69)
($1.08)
($0.50)
($0.11)
($0.84)
701591754
Refund Generated due
to proration on Bill
#0074858985-2023-
2023-0000-00
Reg . Out
of state 9/9/2025 9/10/2025SAVANNAH, GA
31421 Proration 0074858985 PKW1671 AUTHORIZEDSINCLAIR,
REBECCA MAE
SINCLAIR,
REBECCA MAE 101 CAY PLZ APT 1-115
9/9/2025 9/10/2025
($6.25)
($1.52)
($0.67)
($0.15)
($1.12)
($14.34)
$24.05
($10.76)
$17.98
SINCLAIR,
REBECCA MAE
SINCLAIR,
REBECCA MAE 101 CAY PLZ APT 1-115 SAVANNAH, GA
31421 Proration 0057711576 HLW7096 AUTHORIZED 701591766
Refund Generated due
to proration on Bill
#0057711576-2024-
2024-0000-00
Reg . Out
of state
ST AUBIN,
PAMELA JO
ST AUBIN,
PAMELA JO
4017
SHADOWBROOK
RD
WAXHAW, NC
28173 Proration 0083002975 RKC1005 AUTHORIZED 939814864
Refund Generated due
to proration on Bill
#0083002975-2024-
2024-0000-00
($1.84)
($2.44)
($0.60)
($0.20)
($0.04)818763799
Refund Generated due
to proration on Bill
#0069574961-2024-
2024-0000-00
Vehicle
Sold 9/10/2025 9/11/2025MATTHEWS, NC
28104 Proration 0069574961 JJX1759 AUTHORIZEDSLAUSON,
JEFFREY SCOTT
SLAUSON,
JEFFREY SCOTT
6108 PANACHE
DR
Vehicle
Sold 9/29/2025 9/30/2025
($62.87)
($148.32)
$0.00
($20.15)
($6.74)
($1.50)
($11.25)
($144.16)
$394.99
($0.33)
($4.23)
$9.68
Page 22 of 27
278
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 ($68.14)$0.00
200 TAX ($209.80)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($7.30)$0.00
005 TAX ($1.63)$0.00
004 TAX ($12.19)$0.00
002 TAX ($156.23)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($35.24)$0.00
200 VEHICLE FEE ($30.00)$0.00
022 TAX $5.76 $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 ($15.62)$0.00
500 TAX ($36.83)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($5.00)$0.00
003 TAX ($1.67)$0.00
005 TAX ($0.37)$0.00
004 TAX ($2.79)$0.00
002 TAX ($35.80)$0.00
Refund
001 TAX ($7.45)$0.00
101 TAX ($3.65)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($1.82)$0.00
003 TAX ($0.80)$0.00
005 TAX ($0.18)$0.00
004 TAX ($1.34)$0.00
002 TAX ($17.09)$0.00
Refund
001 TAX ($38.26)$0.00
200 TAX ($117.81)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($4.10)$0.00
005 TAX ($0.91)$0.00
004 TAX ($6.85)$0.00
002 TAX ($87.73)$0.00
Refund
001 TAX ($18.19)$0.00
101 TAX ($8.91)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($4.43)$0.00
003 TAX ($1.95)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.25)$0.00
002 TAX ($41.70)$0.00
Refund
001 TAX ($41.05)$0.00
101 TAX ($20.12)$0.00
101 VEHICLE FEE $0.00 $0.00
026 TAX ($10.01)$0.00
003 TAX ($4.40)$0.00
005 TAX ($0.98)$0.00
004 TAX ($7.34)$0.00
002 TAX ($94.13)$0.00
Refund
001 TAX ($12.44)$0.00
700 TAX ($16.47)$0.00
023 TAX ($3.90)$0.00
003 TAX ($1.33)$0.00
005 TAX ($0.30)$0.00
004 TAX ($2.23)$0.00
002 TAX ($28.53)$0.00
Refund
STEFFENHAGEN,
TYSON COLBY
STEFFENHAGEN,
TYSON COLBY
STEFFENHAGEN,
COLBY MICHAEL
205 S FOREST
SCHOOL RD
MARSHVILLE,
NC 28103
Adjustment <
$100 0086959676 LKV9958 PENDING 936831360
Refund Generated due
to adjustment on
Bill #0086959676-
2025-2025-0000
($68.14)
($209.80)
$0.00
($7.30)
($1.63)
821683254
Refund Generated due
to proration on Bill
#0082937412-2024-
2024-0000-00
Vehicle
Sold 9/26/2025 9/30/2025MONROE, NC
28110 Proration 0082937412 LFH5374 AUTHORIZEDSTARNES,
CANDY ANNETTE
STARNES,
CANDY ANNETTE
1211 STEVENS
RD
3039 ARSDALE
RD
Situs error 9/16/2025
$0.00
($35.24)
($30.00)
$5.76
$0.00
$0.00
$0.00
$0.00
$59.48
($12.19)
($156.23)
$455.29
($6.85)
($87.73)
$255.66
STRAWDERMAN,
GREGORY JOHN
STRAWDERMAN,
GREGORY JOHN
1804 HICKORY
RIDGE DR
($0.37)
($2.79)
($35.80)
$98.08
($15.62)
($36.83)
$0.00
($5.00)
($1.67)939814856
Refund Generated due
to proration on Bill
#0071188535-2024-
2024-0000-00
Vehicle
Sold 9/29/2025 9/30/2025WAXHAW, NC
28173 Proration 0071188535 PMM2521 AUTHORIZED
STEWART,
KORTNEE
ROCHELLE
STEWART,
KORTNEE
ROCHELLE
($0.18)
($1.34)
($17.09)
$32.33
($7.45)
($3.65)
$0.00
($1.82)
($0.80)935985144
Refund Generated due
to proration on Bill
#0052916724-2024-
2024-0000-00
Vehicle
Sold 9/11/2025 9/12/2025WAXHAW, NC
28173 Proration 0052916724 RAS6837 AUTHORIZED
STUMP, JAMES
SYLVESTER JR
STUMP, JAMES
SYLVESTER JR
STUMP,
PATRICIA
SLUSHER
3837 PARKWAY
PLACE DR
ROANOKE, VA
24018 Proration 0057791932 0196RI AUTHORIZED 934071536
Refund Generated due
to proration on Bill
#0057791932-2024-
2024-0000-00
($38.26)
($117.81)
$0.00
($4.10)
($0.91)
822335738
Refund Generated due
to proration on Bill
#0073199862-2024-
2024-0000-00
Vehicle
Sold 9/29/2025 9/30/2025MONROE, NC
28110 Proration 0073199862 TLV5748 AUTHORIZEDSTRELTSOV,
DMITRIY
STRELTSOV,
DMITRIY
3020 OLDE
ELIZABETH LN
STUMP, JAMES
SYLVESTER JR
STUMP, JAMES
SYLVESTER JR
STUMP,
PATRICIA
SLUSHER
3837 PARKWAY
PLACE DR
Reg . Out
of state 9/3/2025 9/4/2025
($18.19)
($8.91)
$0.00
($4.43)
($1.95)
($0.43)
($3.25)
($41.70)
$78.86
($0.98)
($7.34)
($94.13)
$178.03
($41.05)
($20.12)
$0.00
($10.01)
($4.40)934071544
Refund Generated due
to proration on Bill
#0082362178-2024-
2024-0000-00
Reg . Out
of state 9/3/2025 9/4/2025ROANOKE, VA
24018 Proration 0082362178 AML9757 AUTHORIZED
($12.44)
($16.47)
($3.90)
($1.33)
($0.30)818763372
Refund Generated due
to proration on Bill
#0079966711-2024-
2024-0000-00
Vehicle
Totalled 9/10/2025 9/11/2025MATTHEWS, NC
28104 Proration 0079966711 FLC8878 AUTHORIZEDTAKAI, KANAME TAKAI, KANAME 2720 BENT OAK
DR
($2.23)
($28.53)
$65.20
Page 23 of 27
279
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 ($11.52)$0.00
200 TAX ($35.47)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($1.23)$0.00
005 TAX ($0.27)$0.00
004 TAX ($2.06)$0.00
002 TAX ($26.41)$0.00
Refund
001 TAX ($21.65)$0.00
015 TAX ($7.32)$0.00
003 TAX ($2.32)$0.00
005 TAX ($0.51)$0.00
004 TAX ($3.88)$0.00
002 TAX ($49.64)$0.00
Refund
001 TAX ($13.16)$0.00
500 TAX ($31.06)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($4.22)$0.00
003 TAX ($1.41)$0.00
005 TAX ($0.31)$0.00
004 TAX ($2.36)$0.00
002 TAX ($30.19)$0.00
Refund
001 TAX ($3.00)$0.00
600 TAX ($3.40)$0.00
019 TAX ($1.17)$0.00
003 TAX ($0.32)$0.00
005 TAX ($0.07)$0.00
004 TAX ($0.53)$0.00
002 TAX ($6.88)$0.00
Refund
001 TAX ($3.48)$0.00
600 TAX ($3.95)$0.00
019 TAX ($1.36)$0.00
003 TAX ($0.37)$0.00
005 TAX ($0.08)$0.00
004 TAX ($0.62)$0.00
002 TAX ($7.98)$0.00
Refund
001 TAX ($16.33)$0.00
600 TAX ($18.51)$0.00
019 TAX ($6.38)$0.00
003 TAX ($1.75)$0.00
005 TAX ($0.39)$0.00
004 TAX ($2.92)$0.00
002 TAX ($37.43)$0.00
Refund
001 TAX ($19.59)$0.00
930 TAX ($2.40)$0.00
016 TAX ($7.27)$0.00
003 TAX ($2.10)$0.00
005 TAX ($0.47)$0.00
004 TAX ($3.51)$0.00
002 TAX ($44.93)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($25.52)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $3.89 $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 ($14.39)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $2.19 $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
Vehicle
Sold 9/10/2025 9/11/2025
($11.52)
($35.47)
$0.00
($1.23)
($0.27)
($2.06)
($26.41)
$76.96
TALLA,
VENKATESWARA
RAO
TALLA,
VENKATESWARA
RAO
1843
CARROLLTON DR
INDIAN TRAIL,
NC 28079 Proration 0082175957 FKL7351 AUTHORIZED 818763743
THE BERNAT
FAMILY
LEGACYTRUST
DATED MARCH
2,2018
THE BERNAT
FAMILY
LEGACYTRUST
DATED MARCH
2,2018
2607 HOLMVIEW
ST
WAXHAW, NC
28173 Proration 0084301348 VDX4856 AUTHORIZED 939069016
Refund Generated due
to proration on Bill
#0084301348-2024-
2024-0000-00
Vehicle
Sold
Refund Generated due
to proration on Bill
#0082175957-2024-
2024-0000-00
($21.65)
($7.32)
($2.32)
($0.51)
($3.88)
702592032
Refund Generated due
to proration on Bill
#0087095468-2024-
2024-0000-00
Reg . Out
of state 9/15/2025 9/16/2025FORT MILL, SC
29707 Proration 0087095468 FAB6619 AUTHORIZEDTERWILLIGER,
KATRINA MARIE
HOLT, DARLENE
ANN
TERWILLIGER,
KATRINA MARIE
4224 TRAYWICK
FARM RD
9/26/2025 9/30/2025
($13.16)
($31.06)
$0.00
($4.22)
($1.41)
($0.31)
($2.36)
($30.19)
$82.71
($49.64)
$85.32
4490 FAMILY
TRAIL DR
($37.43)
$83.71
THE ESTATE OF
THOMAS
WASHINGTON
HELMS
HELMS, THOMAS
WASHINGTON
4224 TRAYWICK
FARM RD
MARSHVILLE,
NC 28103 Proration 0066699008 TKV5583 AUTHORIZED 820177596
Refund Generated due
to proration on Bill
#0066699008-2024-
2024-0000-00
($3.00)
($3.40)
($1.17)
($0.32)
($0.07)820177568
Refund Generated due
to proration on Bill
#0022700107-2024-
2024-0000-00
Tag
Surrender 9/18/2025 9/19/2025MARSHVILLE,
NC 28103 Proration 0022700107 TDJ8260 AUTHORIZED
THE ESTATE OF
THOMAS
WASHINGTON
HELMS
HELMS, THOMAS
WASHINGTON
Vehicle
Sold 9/18/2025 9/19/2025
($3.48)
($3.95)
($1.36)
($0.37)
($0.08)
($0.62)
($7.98)
$17.84
($0.53)
($6.88)
$15.37
($2.92)
THOMAS,
MICHAEL DAVID
THOMAS,
MICHAEL DAVID
THOMAS, KELLY
SMITH
1032 BIGGERS
FARM CT
INDIAN TRAIL,
NC 28079 Proration 0072608435 TLV5052 AUTHORIZED 820950382
Refund Generated due
to proration on Bill
#0072608435-2024-
2024-0000-00
($16.33)
($18.51)
($6.38)
($1.75)
($0.39)820912470
Refund Generated due
to proration on Bill
#0063075036-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025MARSHVILLE,
NC 28103 Proration 0063075036 TDJ8857 AUTHORIZED
THE ESTATE OF
THOMAS
WASHINGTON
HELMS
HELMS, THOMAS
WASHINGTON
4224 TRAYWICK
FARM RD
THOMPSON,
ROBERT EUGENE
JR
THOMPSON,
ROBERT EUGENE
JR
1123 S FOREST
HILLS SCHOO
Vehicle
Sold 9/23/2025 9/24/2025
($19.59)
($2.40)
($7.27)
($2.10)
($0.47)
($3.51)
($44.93)
$80.27
$0.00
$0.00
$0.00
$51.63
$0.00
($25.52)
($30.00)
$3.89
$0.00937101376
Refund Generated due
to adjustment on
Bill #0086460825-
2025-2025-0000
Situs error 9/17/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0086460825 VHE5796 PENDING
$0.00
$0.00
$0.00
$42.20
$0.00
($14.39)
($30.00)
$2.19
$0.00937101384
Refund Generated due
to adjustment on
Bill #0086460690-
2025-2025-0000
Situs error 9/17/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0086460690 ZX1022 PENDING
THOMPSON,
ROBERT EUGENE
JR
THOMPSON,
ROBERT EUGENE
JR
1123 S FOREST
HILLS SCHOO
Page 24 of 27
280
Payee Name Secondary
Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund
Reason
Create
Date
Authorization
Date Tax Jurisdiction Levy Type Change Interest Change
North Carolina Vehicle Tax System
Pending Refund Report
Primary Owner Address 2 Total Change
001 TAX $0.00 $0.00
200 TAX ($19.04)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $2.79 $0.00
003 TAX $0.00 $0.00
005 TAX $0.00 $0.00
004 TAX $0.00 $0.00
002 TAX $0.00 $0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($17.99)$0.00
200 VEHICLE FEE ($30.00)$0.00
018 TAX $2.63 $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 ($44.53)$0.00
500 TAX ($105.05)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($14.27)$0.00
003 TAX ($4.77)$0.00
005 TAX ($1.07)$0.00
004 TAX ($7.97)$0.00
002 TAX ($102.11)$0.00
Refund
001 TAX ($0.78)$0.00
200 TAX ($2.41)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($0.08)$0.00
005 TAX ($0.01)$0.00
004 TAX ($0.14)$0.00
002 TAX ($1.79)$0.00
Refund
001 TAX ($35.62)$0.00
200 TAX ($109.68)$0.00
200 VEHICLE FEE $0.00 $0.00
003 TAX ($3.82)$0.00
005 TAX ($0.85)$0.00
004 TAX ($6.37)$0.00
002 TAX ($81.67)$0.00
Refund
001 TAX ($12.13)$0.00
700 TAX ($20.39)$0.00
700 VEHICLE FEE ($25.00)$0.00
023 TAX ($4.61)$0.00
003 TAX ($1.14)$0.00
005 TAX ($0.49)$0.00
004 TAX ($4.20)$0.00
002 TAX ($28.90)$0.00
Refund
001 TAX ($4.03)$0.00
600 TAX ($4.57)$0.00
020 TAX ($1.32)$0.00
003 TAX ($0.43)$0.00
005 TAX ($0.09)$0.00
004 TAX ($0.72)$0.00
002 TAX ($9.24)$0.00
Refund
001 TAX ($13.69)$0.00
600 TAX ($15.51)$0.00
020 TAX ($4.48)$0.00
003 TAX ($1.47)$0.00
005 TAX ($0.33)$0.00
004 TAX ($2.44)$0.00
002 TAX ($31.38)$0.00
Refund
THOMPSON,
ROBERT EUGENE
JR
THOMPSON,
ROBERT EUGENE
JR
1123 S FOREST
HILLS SCHOO
1123 S FOREST
HILLS SCHOO
$0.00
$0.00
$0.00
$46.25
$0.00
($19.04)
($30.00)
$2.79
$0.00937101440
Refund Generated due
to adjustment on
Bill #0083092696-
2024-2024-0000
Situs error 9/17/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0083092696 LFM5486 PENDING
($0.14)
($1.79)
$5.21
THOMS,
JEFFREY SCOTT
THOMS,
JEFFREY SCOTT
1100
PERIWINKLE DR
$0.00
$0.00
$0.00
$45.36
$0.00
($17.99)
($30.00)
$2.63
$0.00937101448
Refund Generated due
to adjustment on
Bill #0083092660-
2024-2024-0000
Situs error 9/17/2025MARSHVILLE,
NC 28103
Adjustment <
$100 0083092660 LFM5485 PENDING
THOMPSON,
ROBERT EUGENE
JR
THOMPSON,
ROBERT EUGENE
JR
($1.07)
($7.97)
($102.11)
$279.77
($44.53)
($105.05)
$0.00
($14.27)
($4.77)934071808
Refund Generated due
to proration on Bill
#0081641591-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025WAXHAW, NC
28173 Proration 0081641591 4117VM AUTHORIZED
TRIVEDI,
PANKAJ
HIMATLAL
TRIVEDI,
PANKAJ
HIMATLAL
4327 MARLAY
PARK
INDIAN TRAIL,
NC 28079 Proration 0072517222 KCC6830 AUTHORIZED 819689542
Refund Generated due
to proration on Bill
#0072517222-2024-
2024-0000-00
($0.78)
($2.41)
$0.00
($0.08)
($0.01)
820913352
Refund Generated due
to proration on Bill
#0048653702-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025MONROE, NC
28110 Proration 0048653702 HCK8236 AUTHORIZEDTOTH, JEAN M TOTH, JEAN M 2204 RIVER
CHASE DR
URH, JOHN
JOSEPH
URH, JOHN
JOSEPH
URH, RHONDA
LEE
4208
FLOURMILL CT
Vehicle
Sold 9/15/2025 9/16/2025
($35.62)
($109.68)
$0.00
($3.82)
($0.85)
($6.37)
($81.67)
$238.01
($0.49)
($4.20)
($28.90)
$96.86
($12.13)
($20.39)
($25.00)
($4.61)
($1.14)938227792
Refund Generated due
to proration on Bill
#0087102483-2025-
2025-0000-00
Vehicle
Sold 9/23/2025 9/24/2025MATTHEWS, NC
28104 Proration 0087102483 VFH3966 AUTHORIZED
($4.03)
($4.57)
($1.32)
($0.43)
($0.09)821204342
Refund Generated due
to proration on Bill
#0029143174-2024-
2024-0000-00
Vehicle
Sold 9/24/2025 9/25/2025MYRTLE BEACH,
SC 29588 Proration 0029143174 JDN7946 AUTHORIZEDVALDES,
GABRIEL JESUS
VALDES,
GABRIEL JESUS
VALDES, DIANA
CAROL
224 RIVER
EDGE DR
Vehicle
Sold 9/26/2025 9/30/2025
($13.69)
($15.51)
($4.48)
($1.47)
($0.33)
($2.44)
($31.38)
$69.30
($0.72)
($9.24)
$20.40
VALDEZ SOSA,
SUHALY
VALDEZ SOSA,
SUHALY
2014
HOLLYHEDGE LN
INDIAN TRAIL,
NC 28079 Proration 0086235967 RCS7314 AUTHORIZED 821683842
Refund Generated due
to proration on Bill
#0086235967-2024-
2024-0000-00
Page 25 of 27
281
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 ($14.69)$0.00
600 TAX ($16.65)$0.00
019 TAX ($5.74)$0.00
003 TAX ($1.58)$0.00
005 TAX ($0.35)$0.00
004 TAX ($2.63)$0.00
002 TAX ($33.68)$0.00
Refund
001 TAX ($143.64)$0.00
026 TAX ($35.03)$0.00
003 TAX ($15.40)$0.00
005 TAX ($3.43)$0.00
004 TAX ($25.70)$0.00
002 TAX ($329.36)$0.00
Refund
001 TAX ($12.20)$0.00
017 TAX ($4.39)$0.00
003 TAX ($1.31)$0.00
Refund
001 TAX ($16.98)$0.00
500 TAX ($40.06)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($5.44)$0.00
003 TAX ($1.82)$0.00
005 TAX ($0.40)$0.00
004 TAX ($3.04)$0.00
002 TAX ($38.93)$0.00
Refund
001 TAX ($16.29)$0.00
600 TAX ($18.46)$0.00
020 TAX ($5.34)$0.00
003 TAX ($1.75)$0.00
005 TAX ($0.39)$0.00
004 TAX ($2.91)$0.00
002 TAX ($37.35)$0.00
Refund
001 TAX $0.00 $0.00
200 TAX ($27.63)$0.00
200 VEHICLE FEE ($30.00)$0.00
300 TAX $15.70 $0.00
300 VEHICLE FEE $25.00 $0.00
022 TAX $4.52 $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 ($29.49)$0.00
500 TAX ($69.56)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($9.45)$0.00
003 TAX ($3.16)$0.00
005 TAX ($0.71)$0.00
004 TAX ($5.27)$0.00
002 TAX ($67.61)$0.00
Refund
001 TAX ($34.34)$0.00
015 TAX ($11.61)$0.00
003 TAX ($3.68)$0.00
005 TAX ($0.82)$0.00
004 TAX ($6.14)$0.00
002 TAX ($78.75)$0.00
Refund
001 TAX ($74.32)$0.00
990 TAX ($9.56)$0.00
028 TAX ($23.82)$0.00
003 TAX ($7.97)$0.00
005 TAX ($1.78)$0.00
004 TAX ($13.30)$0.00
002 TAX ($170.42)$0.00
Refund
($14.69)
($16.65)
($5.74)
($1.58)
($0.35)820913359
Refund Generated due
to proration on Bill
#0070135220-2024-
2024-0000-00
Vehicle
Sold 9/22/2025 9/23/2025INDIAN TRAIL,
NC 28079 Proration 0070135220 TERMIN8R AUTHORIZEDVASQUEZ,
KRISTEN RENEE
VASQUEZ,
KRISTEN RENEE
VASQUEZ,
RUBEN
FREDERICO
1008 HELLERI
DR
Vehicle
Sold 9/17/2025 9/18/2025
($143.64)
($35.03)
($15.40)
($3.43)
($25.70)
($329.36)
$552.56
($2.63)
($33.68)
$75.32
VERNON,
MATTHEW
JEREMY
VERNON,
MATTHEW
JEREMY
704 MEDALLION
DR
WAXHAW, NC
28173 Proration 0079487969 HJT9388 AUTHORIZED 702824928
Refund Generated due
to proration on Bill
#0079487969-2024-
2024-0000-00
($2.91)
($37.35)
$82.49
VINCENT,
SANDRA JEAN
VINCENT,
SANDRA JEAN
1006
SAGECROFT LN
($12.20)
($4.39)
($1.31)
$17.90
350781594
Refund Generated due
to proration on Bill
#0081973099-2024-
2024-0000-00
Vehicle
Sold 9/8/2025 9/9/2025MONROE, NC
28110 Proration 0081973099 HJC3937 AUTHORIZEDVILLA CORTEZ,
ARACELI
VILLA CORTEZ,
ARACELI
3906 MULLIS
NEWSOME RD
($0.40)
($3.04)
($38.93)
$106.67
($16.98)
($40.06)
$0.00
($5.44)
($1.82)938807592
Refund Generated due
to proration on Bill
#0058291628-2024-
2024-0000-00
Vehicle
Sold 9/25/2025 9/26/2025INDIAN TRAIL,
NC 28079 Proration 0058291628 HFE2570 AUTHORIZED
WALLER,
ISAIAH
MARQUIS
WALLER,
ISAIAH
MARQUIS
4404 US 74 APT A5 WINGATE, NC
28174
Adjustment <
$100 0086686703 LKV8672 PENDING 1171375210
Refund Generated due
to adjustment on
Bill #0086686703-
2025-2025-0000
($16.29)
($18.46)
($5.34)
($1.75)
($0.39)819727069
Refund Generated due
to proration on Bill
#0083162236-2024-
2024-0000-00
Reg . Out
of state 9/16/2025 9/17/2025TAYLORS, SC
29687 Proration 0083162236 JKT8218 AUTHORIZEDWAKEFIELD,
CONNIE MAXINE
WAKEFIELD,
CONNIE MAXINE
WAKEFIELD,
THOMAS RAY
17110 CONTENT
CT
WANCHECK,
KORI JUSTINE
WANCHECK,
KORI JUSTINE
2353 CAPITAL
CLUB WAY APT 409
Situs error 9/17/2025
$0.00
($27.63)
($30.00)
$15.70
$25.00
$4.52
$0.00
$0.00
$0.00
$0.00
$12.41
($0.71)
($5.27)
($67.61)
$185.25
($29.49)
($69.56)
$0.00
($9.45)
($3.16)934071608
Refund Generated due
to proration on Bill
#0077529843-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025INDIAN LAND,
SC 29707 Proration 0077529843 VDK6144 AUTHORIZED
($34.34)
($11.61)
($3.68)
($0.82)
($6.14)
702592536
Refund Generated due
to proration on Bill
#0081225013-2024-
2024-0000-00
Vehicle
Sold 9/15/2025 9/16/2025MONROE, NC
28110 Proration 0081225013 KAD7877 AUTHORIZEDWANG, WEI WANG, WEI 5032 WALDORF
AVE
9/24/2025 9/25/2025
($74.32)
($9.56)
($23.82)
($7.97)
($1.78)
($13.30)
($170.42)
$301.17
($78.75)
$135.34
WEDDLE, JAMES
JASON
WEDDLE, JAMES
JASON
WEDDLE,
ASTRID ANDREA
3005 NABLUS
DR
WAXHAW, NC
28173 Proration 0078961402 LBH9885 AUTHORIZED 821204825
Refund Generated due
to proration on Bill
#0078961402-2024-
2024-0000-00
Vehicle
Sold
Page 26 of 27
282
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 ($21.59)($1.09)
028 TAX ($6.92)($0.34)
003 TAX ($2.31)($0.11)
005 TAX ($0.51)($0.02)
004 TAX ($3.86)($0.20)
002 TAX ($49.50)($2.47)
Refund
001 TAX ($10.67)$0.00
500 TAX ($25.18)$0.00
500 VEHICLE FEE $0.00 $0.00
028 TAX ($3.42)$0.00
003 TAX ($1.14)$0.00
005 TAX ($0.25)$0.00
004 TAX ($1.91)$0.00
002 TAX ($24.47)$0.00
Refund
001 TAX ($17.97)$0.00
014 TAX ($5.59)$0.00
003 TAX ($1.93)$0.00
005 TAX ($0.43)$0.00
004 TAX ($3.21)$0.00
002 TAX ($41.21)$0.00
Refund
001 TAX ($15.90)$0.00
019 TAX ($6.21)$0.00
003 TAX ($1.70)$0.00
005 TAX ($0.38)$0.00
004 TAX ($2.84)$0.00
002 TAX ($36.46)$0.00
Refund
001 TAX ($14.14)$0.00
970 TAX ($1.43)$0.00
026 TAX ($3.45)$0.00
003 TAX ($1.52)$0.00
005 TAX ($0.34)$0.00
004 TAX ($2.53)$0.00
002 TAX ($32.41)$0.00
Refund
Refund Total
($22.68)
($7.26)
($2.42)
($0.53)
($4.06)
702825720
Refund Generated due
to proration on Bill
#0059255847-2024-
2024-0000-00
Vehicle
Sold 9/17/2025 9/18/2025WAXHAW, NC
28173 Proration 0059255847 FEL9404 AUTHORIZED
WEISBERG,
JONATHAN
JOSEPH
WEISBERG,
JONATHAN
JOSEPH
2622 CRICKET
CV
9/16/2025
($10.67)
($25.18)
$0.00
($3.42)
($1.14)
($0.25)
($1.91)
($24.47)
$67.04
($51.97)
$88.92
WEXLER, JASON
DANIEL
WEXLER, JASON
DANIEL
WEXLER,
SAMANTHA JILL
1705 OLD
BENNINGTON DR
WAXHAW, NC
28173
Adjustment <
$100 0072514652 S4V4GE PENDING 936830176
Refund Generated due
to adjustment on
Bill #0072514652-
2024-2024-0000-00
Over
Assessment
($17.97)
($5.59)
($1.93)
($0.43)
($3.21)
700553700
Refund Generated due
to proration on Bill
#0078210310-2024-
2024-0000-00
Vehicle
Sold 9/3/2025 9/4/2025MONROE, NC
28112 Proration 0078210310 LAP8060 AUTHORIZEDWOOTEN, JAMES
STANLEY
WOOTEN, JAMES
STANLEY
2025 MANGUM
DAIRY RD
ZALIZNIAK,
KATHRYN
KERENSA
ZALIZNIAK,
KATHRYN
KERENSA
1400
CRESTGATE DR
9/18/2025 9/19/2025
($15.90)
($6.21)
($1.70)
($0.38)
($2.84)
($36.46)
$63.49
($41.21)
$70.34
WRIGHT,
WALTER
PHILLIP
WRIGHT,
WALTER
PHILLIP
1220 HARKEY
CREEK DR
MONROE, NC
28110 Proration 0061928637 CHP3154 AUTHORIZED 703010088
Refund Generated due
to proration on Bill
#0061928637-2024-
2024-0000-00
Vehicle
Sold
($2.53)
($32.41)
$55.82
$25289.50
($14.14)
($1.43)
($3.45)
($1.52)
($0.34)819197946
Refund Generated due
to proration on Bill
#0082774408-2024-
2024-0000-00
Vehicle
Sold 9/12/2025 9/15/2025WAXHAW, NC
28173 Proration 0082774408 LHL6619 AUTHORIZED
Page 27 of 27
283
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-671 Agenda Date:11/3/2025
TITLE:..title
Human Resources Reports for September 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 September 2025.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 1 of 1
powered by Legistar™284
Name
9/2/25
9/8/25
9/8/25
9/8/25
9/8/25
9/8/25
9/22/25
9/8/25
9/8/25
9/8/25
9/8/25
9/8/25
9/8/25
9/22/25
9/8/25
9/22/25
9/22/25
9/22/25BENJAMIN J VOGEL UTILITY TECHNICIAN I
TAYLOR R JORDAN BILLING SERVICES SPECIALIST
UCW - WATER & WASTEWATER OPS
BRADY P GESNER UTILITY TECHNICIAN I
SAMUEL M RYDER WASTEWATER TRT PLANT OP I
KATHLEEN J SUGGETT ACCOUNTING SPECIALIST
UCW - PLANNING & RESOURCE MGMT
DORSEY B MOTES GIS ANALYST
UCW - UTILITY BUSINESS SVCS
JUSTIN M OUTEN DETENTION OFFICER
BRYCE M SCHAFFER DEPUTY SHERIFF
SHERIFF/JAIL/FACILITIES
KYLE S MCCARTHY DEPUTY SHERIFF
ANNA C THOMASSON LIBRARY ASSOCIATE PT
SHERIFF/JAIL/FAC 80.5 HRS
VICTOR M ANGELES MENA DETENTION OFFICER
CARMEN N JENKINS DEPUTY SHERIFF
KATRINA C LOWERY TRANSPORTATION DRIVER
RENEE G VILLATORO TRANSPORTATION DRIVER
PUBLIC LIBRARY
TAYLOR M SMITH LIBRARY ASSISTANT PT
ISABELLA G BELTZ ELECTIONS COORDINATOR
HS - BUSINESS OPERATIONS
DEMETRIUS L JOHNSON ACCOUNTING SPECIALIST
HS - TRANSPORTATION
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
September 2025
Hire Date Position
BOARD OF ELECTIONS
AURETIA L MULLIS ONE STOP OFFICE SUPPORT
Page 1 of 1
285
Name
SYDNEY M CLARKE 3/10/25 9/25/25 CUSTOMER SERVICE SPECIALIST
UCW - WATER & WASTEWATER OPS
SHERMAN L ARNOLD 6/2/25 9/5/25 UTILITY TECHNICIAN I
SOLID WASTE
STACEY C VARGAS 7/3/12 9/5/25 SOLID WASTE COLLECTIONS SUPV
UCW - UTILITY BUSINESS SVCS
JESUS O SANCHEZ CASTREJON 3/24/25 9/6/25 DETENTION OFFICER
SHERIFF/JAIL/FACILITIES
KERRI N RIVERS 10/28/19 9/5/25 VOLUNTEER SERVICES COORDINATOR
WHITNEY R BORZELLECA 9/23/24 9/12/25 LIBRARY ASSOCIATE PT
SHERIFF/JAIL/FAC 80.5 HRS
THOMAS H HELMS 5/6/24 9/25/25 DETENTION OFFICER
PROCUREMENT
TETRA N HAILEY 4/19/12 9/12/25 ADMINISTRATIVE PROF II PT
PUBLIC LIBRARY
JEWEL M WEEKLEY 1/2/24 9/5/25 ELIGIBILITY SPECIALIST
SHIRLEY A JOSEPH 4/21/25 9/15/25 BEHAVIORAL HEALTH THER SUPV
HS - SOCIAL SERVICES
MELISSA A MCADAMS CABBLE 1/25/16 9/16/25 SOCIAL WORKER
KARA D TORRES 10/15/18 9/12/25 SENIOR SOCIAL WORK SUPERVISOR
LISA ORTIZ-FRATICELLI 1/9/17 9/26/25 SENIOR PUBLIC HEALTH NURSE
SHENITA I FOUNTAIN 8/25/25 9/12/25 SOCIAL WORKER
911 COMMUNICATIONS
MACKENZIE J ISAMAN 8/12/24 9/11/25 TELECOMMUNICATOR I
HS - PUBLIC HEALTH
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
September 2025
Hire Date Separation Date Position
SEPARATION FROM SERVICE
Page 1 of 1
286
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-672 Agenda Date:11/3/2025
TITLE:..title
FY 2025 Annual Performance Report
INFORMATION CONTACT:
Megan Parks, County Manager’s Office - Strategy & Innovation, Director, 704-292-2578
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This Annual Performance Report highlights the County’s progress in advancing strategic objectives
for Fiscal Year 2024-2025. The report showcases innovative approaches, improved service delivery,
and the dedication of County employees who work every day to provide quality services enhancing
our community.
While this report does not highlight performance measures from every department, additional
performance measures and related data can be found in individual department sections of Union
County’s annually adopted budget document. This report highlights initiatives and metrics within key
areas of focus across County services, representing only a sample of all services provided by the
County.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 1 of 1
powered by Legistar™287
Annual Performance Report
Fiscal Year 2024-2025
288
Executive Summary
This Annual Performance Report highlights
the County’s progress in advancing strategic
objectives for Fiscal Year 2024-2025. The report
showcases innovative approaches, improved
service delivery, and the dedication of County
employees who work every day to provide quality
services enhancing our community.
While this report does not highlight performance
measures from every department, additional
performance measures and related data can be
found in individual department sections of Union
County’s annually adopted budget document.
This report highlights initiatives and metrics
within key areas of focus across County services,
representing only a sample of all services
provided by the County. Additional performance
measures and related data can be found in
Union County’s annual adopted budget, which is
available at unioncountync.gov/budget.
| Annual Performance Report FY2025 2 289
Strategic Objectives
Public Safety
In concert with our community partners, provide essential services
that protect the public’s health, safety and welfare.
Economic Development
Through common vision and direction become a more business
friendly, economically vibrant, and sustainable community by fostering
the development of a qualified workforce and infrastructure capacity
to support future and current economic sustainability and growth.
Community Consensus
By developing relationships based on mutual trust and understanding,
engage appropriate stakeholders to identify and successfully
implement programs and initiatives that reflect community priorities.
Organizational Strengthening
Develop and maintain a highly engaged workforce through shared
values and clarity of purpose, with the tools, training and resources
that support skills development, knowledge sharing and retention,
and employee investment.
Sustainability
Through collaboration with community partners, foster an
environment that promotes affordability of services, conservation of
resources, and preservation of a high-quality of life to support and
enrich a diverse and productive population.
3 Annual Performance Report FY2025 | 290
Public Safety
Union County delivers thousands of
meals each year to homebound seniors,
yet demand for home-delivered meals
continues to exceed current capacity.
During fiscal year 2025, additional
partnerships were developed with
municipalities and nonprofit agencies,
like Food for Families NC, to help bridge
the gap in this service. Union County
has also committed additional funding
for this program in the fiscal year 2026
budget to reduce the wait list.
In addition to the nutritional support
offered to seniors, Union County
Community Support and Outreach’s
WIC (Women, Infants and Children)
program provides essential nutrition
services and education to pregnant
women, new mothers, and
young children.
Union County’s program was featured
in a North Carolina Public Health
Association newsletter spotlighting
exceptional local health initiatives
for their innovative approaches and
dedication to improving community
health and accessibility. The increased
communication and flexibility that
have been implemented ensure that
the robust caseload receives high-
quality and efficient services. An area of
notable success has been reducing wait
times for appointments: while a similar
percentage were scheduled outside the
standard timeframe, the average delay
dropped from 46 days in February to
just 8 days in June through August.
Health and Welfare
| Annual Performance Report FY2025 4 291
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Senior Nutrition Meals Served
Measures the number of
meals served to eligible
Senior Nutrition participants
123,480 98,406 83,555 68,298
Average WIC Active Clients
Measures the average
number of women, infants
and children currently active
on WIC
3,536 3,887 3,719 4,361
Average WIC Caseload
Measures the average
number of WIC clients
each FTE manages (State
recommendation is 500
cases per FTE)
631 712 599 623
5 Annual Performance Report FY2025 | 292
Public Safety
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Child Welfare Investigations
Measures the average
number of child welfare
investigations
129 140 170 89
Child Welfare Investigations Caseload
Measures the average
number of child welfare
investigation cases each
social worker manages
6.8 7.3 9.0 5
Social Services, with the support of Business Operations, implemented a multi-year
plan to reduce backlogged child welfare cases. These cases, typically expected to be
resolved within 45 days per North Carolina Department of Health & Human Services
guidelines, had accumulated over time. In fiscal year 2025, the County saw a major
reduction in these overdue cases, returning to a standard caseload timeline.
Health and Welfare (Continued)
| Annual Performance Report FY2025 6 293
Union County’s Public Health staff has
also implemented innovative solutions
to proactively prevent communicable
disease transmission. During the fall
of 2024, cases of pertussis, commonly
known as whooping cough, were on
the rise. Public Health’s Child Care
Health Consultants (CCHCs)
collaborated with Immunization Program
staff to organize a mobile immunization
van, providing Tdap vaccinations to 120
childcare providers and significantly
reducing the risk of pertussis transmission
within Union County’s childcare facilities.
Performance Measure
Name & Description
FY 2022
Actual*
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Communicable Disease *
Measures the average
number of communicable
disease case reports per
month
3,662 1,301 133 124
* Results include COVID-19 cases that are no longer reportable as of May 2023.
7 Annual Performance Report FY2025 | 294
Environmental Health continues to
enhance educational offerings to
protect community health. In May 2025,
Environmental Health staff offered a
hands-on certification program over
a one-and-a half-day period. This
program, offered to local food workers,
focuses on proper food storage
and handling, kitchen cleaning and
sanitation, and hand washing. These
efforts not only raise food safety scores
but also increase community trust in
local dining establishments. In addition
to the programs currently offered to
local food workers, Union County
will be offering additional technical
assistance to businesses in certain risk
categories to reduce the number of
food establishments below a certain
score.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Environmental Health Education & Outreach Efforts
Measures the number of
public/industry/community
outreach and training efforts
provided and number of
Environmental Health staff
training and development
sessions provided
172 153 164 152
Health and Welfare (Continued)
Public Safety
| Annual Performance Report FY2025 8 295
Preparedness & Security
Union County Emergency Management
participates in and hosts multiple preparedness
events, in conjunction with other agencies,
to guarantee Union County is prepared to
protect itself against, respond to, and recover
from various types of disasters. Simulating
exercises like this, throughout the year,
enables our teams to respond appropriately
should an incident arise. Additionally,
Union County is prepared to respond to
help our neighboring communities when
there is a need. North Carolina Emergency
Management recognized Union County for
outstanding support in the aftermath of Hurricane
Helene, which caused widespread damage across
the western part of the state. Union County’s Emergency
Management coordinated the swift and impactful efforts of
departments and agencies countywide.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Requested Exercises Completed
Measures the percent of
requested exercises (table-
tops, functional and full
scale) completed by EM
staff
N/A 100%100% 100%
9 Annual Performance Report FY2025 | 296
Preparedness & Security
Cyber attacks, attempts to disrupt,
damage, or steal data from our systems,
pose a growing threat to public services.
Union County’s Information Technology
(IT) Department has implemented a
variety of policies and practices to
ensure our organization is prepared and
protected. Union County’s IT team was
nationally recognized for implementing
innovative technology and cybersecurity
practices. This is the seventh consecutive
year the County has earned recognition
from the Center for Digital Government
(CDG) in partnership with the National
Association of Counties (NACo).
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Cybersecurity - Remediated Findings
Measures the percent of
remediated findings of
annual penetration tests &
vulnerability scans
N/A N/A N/A 80%
Public Safety
| Annual Performance Report FY2025 10 297
Economic Development
Business and Industry Partnerships
In the fall of 2024, Union County
established its own Economic
Development Department, aiming to
enhance the focus on countywide
initiatives. In its commitment to
collaborating with towns and identify
community goals for economic
development, the department hosted a
Municipal Summit.
Additionally, Economic Development
hosted Business France and
the Economic Development
Partnership of North Carolina
(EDPNC) during a recent tour
of North Carolina’s aerospace
clusters. The meeting with
French manufacturing firms
offered a valuable opportunity
to foster new business
relationships and showcase
our region’s strong network of
community partners.
The new department has established
goals, moving into the next fiscal year,
to continue outreach efforts for new
businesses and strengthen relationships
with existing industries and partners.
298
Economic Development
Supporting Local Agriculture
Each year, Union County Cooperative Extension delivers education
programs that help local farmers increase productivity and profitability.
The programs offer participants a firsthand look at research trials and
best practices. One of this year’s many programs included the 2025
Small Grains Field Day, where farmers, researchers, and agricultural
professionals gathered among small plots of wheat to explore the latest
advancements in years of recent research.
These events reinforce Extension’s commitment to bridging research and
real-world farming needs across the region. Year after year, the profitability
to Union County farmers, through partnerships and programming with
Cooperative Extension, continues to increase.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Net Yield Increase of Crops
Measures the increased
profitability to Union
County agriculture
community benefiting
from Union County
programs; Increase
from $3,011,333 (3-year
average) to $3,312,466 by
the end of FY26
$2,809,000 $3,050,000 $3,175,000 $3,411,537
| Annual Performance Report FY2025 12 299
Building Trust in Civic
Engagement
Each year, Board of Elections (BOE) staff
process thousands of voter transactions
(new registrations, address changes, etc.)
to ensure accuracy of voter registration
lists. During FY25, a general election year,
Union County’s BOE processed 175,163
maintenance transactions. This 129%
increase in maintenance transactions
reflects the dedication to maintaining
accurate voter records and supporting a fair
democratic process.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Voter Maintenance Transactions
Measures the number of
voter transactions that
occur each year
120,660 86,110 76,364 175,163
Community Consensus
13 Annual Performance Report FY2025 | 300
Community Consensus
New Digital Resources
Several departments enhanced digital tools in fiscal year 2025 to improve
accessibility, transparency, and user experience.
Water
To enhance customer service and communication, Union County Water launched a
new website this past fall. The website contains a customer portal, where customers
can view & pay their bills, set up usage alerts to monitor & manage water usage, and
access informative, money-saving tips.
Performance Measure
Name & Description
FY 2022
Actual*
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Customer Interactions *
Average number of
Customer Service
Touchpoints per Month
46,544 59,079 79,281 130,498
* Due to issues resulting from the implementation of a new customer portal,
interactions with customers increased significantly.
| Annual Performance Report FY2025 14 301
Planning
The Planning Department rolled out a
new resource to help county residents
find information on development activity
within unincorporated areas of Union
County. The online Development Project
Map provides information about the size
of sites, known plans, current stage of
development, and more.
The map,which can be accessed
through the Planning Department’s
website, can help residents quickly and
easily understand what residential or
commercial projects are proposed or
may be underway.
Performance Measure
Name & Description
FY 2022
Actual*
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Zoning Permits Issued *
Measures the number of
zoning permits issued 1,696 1,149 1,190 1,346
* Union County began providing Land Use Administration services for the Town
of Wingate in January 2025. In FY25, 79 zoning permits were issued for Town of
Wingate's jurisdiction.
15 Annual Performance Report FY2025 | 302
Organizational Strengthening
Financial Stewardship
Union County’s Budget & Grants
Management Department received
the Distinguished Budget Presentation
Award from the Government Finance
Officers Association (GFOA) for the
County’s annual budget document for
the period beginning July 1, 2024. To
receive the budget award, the County
met nationally recognized guidelines for
effective budget presentation.
These guidelines are designed to assess
how well an entity’s budget serves as
a policy document, a financial plan, an
operations guide, and a communications
device. This marks the 12th
consecutive year Union County
has received this award.
| Annual Performance Report FY2025 16 303
Union County recently
received AAA bond
rating and stable outlook
designations from all three
major rating agencies for general
obligation bonds.
The agencies attributed this to stable
financial performance supported by
strong management and ongoing
economic development.
In addition to achieving these
ratings, Union County’s Finance
Department was also awarded
GFOA’s Excellence in Financial
Reporting for FY2024 for the
13th year in a row.
For the ninth year, Union
County’s Procurement & Contract
Management Department received
the 2024 Sustained Professional
Purchasing Award from the
North Carolina Association of
Governmental Purchasing for
demonstrating excellence in
purchasing standards, which
supports the commitment to serve as
good stewards of public funds.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Achieve Distinguished Budget Presentation Award
Indicates if criteria for
GFOA Distinguished Budget
Presentation Award was met
Yes Yes Yes Yes
Annual Comprehensive Financial Report Compliance
Indicates compliance with
Annual Comprehensive
Financial Reports standards
Yes Yes Yes Yes
17 Annual Performance Report FY2025 | 304
Internal Process
Improvements
Organizational Strengthening
The process of bringing new
employees into Union
County is now more
efficient, thanks to the
County’s first significant
process improvement
initiative led by the
Strategy & Innovation
team, in collaboration
with Human Resources
and representatives from
numerous departments. One
key improvement, implemented
in conjunction with Information
Technology, was automating
personnel action forms, leading to
reduced approval time, minimizing
manual errors, and improved tracking.
| Annual Performance Report FY2025 18 305
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Personnel Action Submissions
Represents the number of
personnel actions submitted
to HR
2,956 3,142 4,917 4,029
Automated Business Process Usage
Measures the percentage
of stable and efficient
automated business
processes designed by the
document imaging team in
production
N/A 100% 100% 100%
Employee Health and Wellness
Opening in fiscal year 2026 is Union County’s
Employee Health & Wellness Center, a
resource available exclusively to Union
County employees. The center, operated
by Atrium Health, represents the
County’s ongoing commitment to a
healthy, supported workforce.
306
Sustainability
Volunteer Impact
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Volunteer Impact
Measures the number
of residents assisted by
volunteer programs
9,481 9,513 9,465 9,300
Volunteer Hours & In-Kind Cost Savings Generated
Measures the number of
hours and cost savings
generated by use of
volunteers in various
programs (Volunteer
Income Tax Assistance,
Senior Nutrition, Christmas
Bureau, etc.)
13,573
Hours
$375,027
13,385
Hours
$399,668
13,581
Hours
$429,688
14,454
Hours
$477,125
Union County programs simply couldn’t succeed without the dedication, passion,
and hard work of our volunteers. While opportunities exist in multiple departments
across the county, Community Support & Outreach, alone, saved approximately
$477,125 during fiscal year 2025 with the utilization of volunteers. In just this one
department, volunteers logged over 14,400 hours assisting various programs.
| Annual Performance Report FY2025 20 307
Environmental Stewardship
Union County’s Solid Waste facilities
collect hundreds of thousands of tons
of waste each year. Most impressively,
county employees collected more
than two tons of waste from the streets
surrounding Jesse Helms Park in
Wingate during a one-day collaboration
with North Carolina Department of
Transportation (NCDOT). Union County
offers supplies for community groups to
hold similar beautification events within
the county in an effort to mitigate litter
and protect our natural environment.
Additionally, Union County collected
more than 38,000 pounds of hazardous
waste during the annual Household
Hazardous Waste event, which
encourages the safe and responsible
disposing of hazardous materials.
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Average Monthly Volume - Inbound Yard Waste
Measures the average
monthly inbound tonnage
of Yard Waste at Central
Collection Site
404 385 410 473
Average Monthly Volume - Inbound C&D
Measures the average
monthly inbound tonnage
of Construction &
Demolition (C&D) material
6,265 7,564 8,159 8,240
Average Monthly Volume - Outbound MSW
Measures the average
monthly outbound tonnage
of Municipal Solid Waste
(MSW)
12,743 13,661 13,812 14,883
21 Annual Performance Report FY2025 | 308
In an effort to preserve the rural character and
agricultural heritage of our community, Union
County’s Soil & Water Conservation Department,
in conjunction with other county departments
and stakeholder groups, has implemented the
Land Preservation and Easement Program.
The program allows landowners to voluntarily place a conservation easement
on their property. This legal agreement permanently limits the use of the
land to protect its agricultural and environmental value, while the landowner
retains ownership. In return, landowners receive financial compensation
for a portion of the land’s value and may benefit from tax incentives.
PRESERVED FARMLAND
Performance Measure
Name & Description
FY 2022
Actual
FY 2023
Actual
FY 2024
Actual
FY 2025
Actual
Total Acreage in Conservation Easements
Measures the total
number of acres held in
conservation easements
throughout Union County.
The goal is to increase 20
acres or 2 new easements
by the end of FY26.
N/A N/A N/A 150
Sustainability
| Annual Performance Report FY2025 22 309
23 Annual Performance Report FY2025 | 310
Annual Performance Report FY2025 | Union County
311
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-675 Agenda Date:11/3/2025
TITLE:..title
Facilities Major Capital Projects Update - Quarterly Report
INFORMATION CONTACT:
Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420-
2626
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the quarterly major capital projects update for projects managed by the Facilities and Fleet
Management Department.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/20/2025Page 1 of 1
powered by Legistar™312
Quarterly Facilities Capital Projects Update
Major Capital (MC)
November 3, 2025
313
Project Partners
Development and financial responsibility for entry roads and other infrastructure
Edifice CMAR
Future Funding Source 1
1
2
Project Budget PM: Bruno
$13,577,000 Town of Wingate
Wingate University Land lease, curriculum development and sharing, scholarship commitment
Project Name Project Description Capital Account
Union County Food
Innovation Center
Design and construct a facility to support an incubator space for local food product development, production and
packaging. The facility is planned to be between 15,000 to 30,000 gsf with key features including: dry storage, cold
storage, commercial kitchens, food processing suites, wash stations, food packaging rooms, office space, food
truck parking.
40080187
CPL Architect
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date Building Size
Current Phase State of North Carolina Providing $5,000,000 in funding
Design/Construction Documents NC Cooperative Extension Management of day to day operations
Budget Revenue Budget Breakdown
Funding Source 1 State Appropriation $5,000,000 Current Phase
5.0%12 Wks Lag 9/1/2026 2%6%23,459 gsf
Funding Source 2 UC/EDC Capital $6,900,000 Soft Costs $877,776
Funding Source 3 UC Capital MC $667,000 Construction $13,803,103
Total Revenue $14,590,000
NCDA FP Grant2 $453,000
Funding Source 4 GoldenLEAF Grant1 $1,000,000 Project Total $14,680,879
Funding Source 5
Project Revenue $14,590,000Funding Source 6 Bond Interest Income $570,000
Project Budget Delta ($90,879)
Potential VE $278,014
Schedule Breakdown
Jan 2024 - Mar 2024 Apr 2024 - May 2025 Jun 2025 - Aug 2025 Sep 2025 - Sep 2026 Sep 2026 - Sep 2027
Total Future Funding $0 Adjusted Project Delta $187,135
10.02.2025
Notes: GoldenLEAF Foundation Community-Based Grant Program: $1,000,000 - Purchase of coolers/cold storage, associated shelving/rack systems.
NCDA Farmland Preservation Trust Fund: $453,000 - for the purchase of equipment in the commissary kitchen/food production space.
Last Qtr Land Lease executed, Schematic Design phase completed, 95% Construction Documents phase completed
Next Qtr Guaranteed Maximum Price (GMP) contract review and preparation
Unique Schedule Impacts:Land Lease with Wingate University - Lease executed
Business Park road and infrastructure development by Town of Wingate - Plans developed by October, 2025
Grant Award for kitchen equipment, cold storage, shelving/racks - Grant awarded
PreDesign Design Contracts/Bidding Permitting, Construction Closeout
314
Responsible for daily operations of new facility
Project Budget
$15,500,140 UC Water Department
Progressive Design Architect
Project Name Project Description Capital Account
UC Water Operation Center
Expansion and Renovation
Design and construct a facility to support UC Water growing needs. The project is proposed to be constructed
on the premises of the current operations center in Monroe. The anticipated building size is approximately
30,000 gsf and will contain general offices for Administration, Engineering, Operations, Customer Service
that includes customer drive-thru for various transactions and Warehouse space. In addition to this, a
renovation of approximately 3,000 gsf of existing Ops Center.
60186019
Project Partners PM: Soto
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Edifice CMAR
Design/Schematic Design
Budget Revenue Budget Breakdown
Funding Source 1 UC WATER Capital $15,500,140 Current Phase
Building Size
3.0%4 Wks Lag 7/1/2027 5%2%20,142 gsf
Total Revenue $15,500,140 Furniture/Fixed Equipment $946,760
Construction Contingency $297,307
Funding Source 2 Design $865,260
Funding Source 3 Construction $12,871,350
Future Funding Source 1 D/C Subtotal $14,980,677
Future Funding Source 2 Owner Reserves $300,410
Future Funding Source 3 Project Contingency $217,307
Total Future Funding $0 Project Total $15,498,394
Schedule Breakdown
Aug 2024 - Feb 2025 Feb 2025 - Feb 2026 Feb 2026 - May 2026 June 2026 - July 2027 July 2027 - July 2028
Unique Schedule Impacts:Site and long lead time packages to bid early.
PreDesign Design Contracts/Bidding Construction Closeout
Last Qtr Schematic Design phase completed, Schematic Design phase estimate complete
Next Qtr Design Development phase nearing completion, Design Development phase estimate and value management review will be in progress
315
Responsible for daily operation of new facility
Project Budget
$950,000 UC Parks and Recreation
Creech & Associates Architect
Project Name Project Description Capital Account
UC Cane Creek
Campground Store
Design and Construction of a new building of approximately 1,300 SF that will serve as a general store for the
Cane Creek Park Campground area.
40080100
Project Partners PM: Soto
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Rushing Contracting General Contractor
Construction
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital MC $600,000 Current Phase
Building Size
75.0%0 Wks Lag 11/15/2025 17%82%3,588 gsf
Total Revenue $950,000 Furniture/Fixed Equipment $17,451
Construction Contingency $78,221
Funding Source 2 Interest Income $100,000 Design $60,700
Funding Source 3 Event Ctr Support Fac $250,000 Construction $782,216
Future Funding Source 1 D/C Subtotal $938,588
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency $0
Total Future Funding $0 Project Total $938,588
Schedule Breakdown
Aug 2022 - Nov 2022 Nov 2022 - Apr 2024 Apr 2024 - Jan 2025 Feb 2025 - Nov 2025 Nov 2025 - Nov 2026
Unique Schedule Impacts:Furniture delivery
PreDesign Design Contracts/Bidding Construction Closeout
Last Qtr Interior Trim, Painting, Tile bathroom, Cabinet, Electrical hook-up, Sidewalks, Grading and Asphalt Completed
Next Qtr Construction completed, move-in scheduled
316
Project Partners
Responsible for daily operations of new facility
Project Budget
$3,577,000 UC Solid Waste
McMillan Pazdan Smith Architect
Project Name Project Description Capital Account
Austin Chaney Operation
Center
Design and construct a facility to replace the existing office administrative building. The facility is planned to be
a single story building between 5,000 to 6,000 gsf with key features including: nine offices, two showers, two
bathrooms, one kitchenette area, one conference room, one MEP room, one storage room, one lobby for dirty
entry and one lobby for clean entry.
61287000
PM: Soto
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase TBD General Contractor
Design/Programming
Budget Revenue Budget Breakdown
Funding Source 1 UC Solid Waste MC $3,350,000 Current Phase
Building Size
5.0%0 Wks Lag 12/30/2026 1%99%6,000 gsf
Total Revenue $3,350,000 Furniture/Fixed Equipment $204,000
Construction Contingency $192,000
Funding Source 2 Design $174,300
Funding Source 3 Construction $2,500,000
Future Funding Source 1 D/C Subtotal $3,070,300
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency $192,000
Total Future Funding $0 Project Total $3,262,300
Schedule Breakdown
Feb 2025 - Jun 2025 Jun 2025 - Nov 2025 Dec 2025 - Mar 2026 Apr 2026 - Dec 2026 Dec 2026 - Dec 2027
Unique Schedule Impacts:New building location - coordination with utilities. Size and location of the current septic system.
PreDesign Design Contracts/Bidding Construction Closeout
Last Qtr Schematic Design phase started
Next Qtr Schematic Design phase complete, begin Design Development phase
317
Project Partners
Building program verification
CDesign Architect
Project Budget
$14,800,000 Judicial Branch
Project Name Project Description Capital Account
Government Center
Judicial Center Renovation
Design and construct a facility to accommodate the relocation of departments within the government center
and create up to 3 new court rooms within the judicial center. Also, connect the GC and JC with a bridge. Water
moves out of tower 4, 5 & 6 to new building. Tax department on 2 moves to tower 4,5 & 6, DA's move from JC to
GC 2nd floor. New court rooms where DA's were. add bridge.
40080190
PM: Bruno
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Messer Construction CMAR
Planning
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital MC $14,800,000 Current Phase
Building Size
0.0%8 Weeks Lag 9/1/2028 2%2%0
Total Revenue $14,800,000 Furniture/Fixed Equipment $2,855,808
Funding Source 2 Design $113,320
Funding Source 3 Construction $10,537,929
Construction Contingency $263,795
Future Funding Source 1 D/C Subtotal $13,770,852
Future Funding Source 2 Owner Reserves $527,590
Future Funding Source 3 Project Contingency $501,558
Schedule Breakdown
Apr 2024 - Sep 2025 Oct 2025 - Apr 2027 May 2027 - Aug 2027 Sep 2027 - Sep 2028 Sep 2028 - Sep 2029
Total Future Funding $0 Project Total $14,800,000
Unique Schedule Impacts:Overall space planning for Goverment Operations will dictate design start date
Project will be phased to allow for departmental moves (including furniture setup)
Multiple GMP's may be utilized
Planning Design Contracts/Bidding Construction Closeout
Last Qtr Space planning options prepared and reviewed
Next Qtr Additional space planning options developed and reviewed
318
Project Partners
Historic tree protection advice
Project Budget
$1,725,000 UC Urban Forestry
UC Historical Society Advisory only
Project Name Project Description Capital Account
Historic Courthouse -
Phase 2
Design and construct envelope repairs to windows, doors foundations drainage, water infiltration into lower
level, low slope roof replacement and structural reinforcement under HVAC units, portico roof
repair/replacement, wraught iron repair.
40080125
PM: Bruno
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Walter Robbs Architect
Design - SD TBD General Contractor
Budget Revenue Budget Breakdown
Funding Source 1 UC Capital MC $1,725,000 Current Phase
Building Size
5.0%8 Wks Lag 10/31/2026 8%3%0
Total Revenue $1,725,000 Furniture/Fixed Equipment $0
Funding Source 2 Design $199,270
Funding Source 3 Construction $1,120,000
Construction Contingency $116,000
Future Funding Source 1 D/C Subtotal $1,435,270
Future Funding Source 2 Owner Reserves $209,730
Future Funding Source 3 Project Contingency $80,000
Schedule Breakdown
Feb 2025 - May 2025 Apr 2025 - Dec 2025 Jan 2026 - Apr 2026 Apr 2026 - Feb 2027 Feb 2027 - Feb 2028
Total Future Funding $0 Project Total $1,725,000
Unique Schedule Impacts:Coordinating construction with the congressmen's office.
Coordinating HVAC & waterproofing to maintain occupancy
Coordinating construction work and historic tree preservation
PreDesign Design Contracts/Bidding Construction Closeout
Last Qtr Schematic/Design Development phase started
Next Qtr Schematic/Design Development phase completed, Constrcution Documents started
319
Project Partners
Supplied $20M in grant funding
CPL Architect
Schematic Design phase completed, Design Development phase starts
Project Budget
$20,824,406 State of NC
UC Medical Examiner Responsible for operations
Project Name Project Description Capital Account
South Piedmont Regional
Autopsy Center
The project consists of constructing a new single-story, approximately 10,000-15,000 sf building in Wingate, NC to provide
morgue and forensic pathology services to the residence of Union County as well as several surrounding Counties. The office will
also be responsible for death investigations under certain circumstances and work with local, state and federal law enforcement
agencies when necessary. The new facility will include autopsy stations, observation rooms, examination rooms, lab space
biological processing equipment refrigeration space three to four offices, a small conference area, comprehensive ventilation and
air conditioning and enhanced security.
40080222
10114420
PM: Whitaker
10.02.2025
Timmons Civil
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase
Design/Schematic Design Wharton-Smith CMAR
Budget Revenue Budget Breakdown
Funding Source 1 State of NC Grant $20,000,000 Current Phase
Building Size
0.0%0 Wks Lag 10/1/2027 1%1%10,000-15,000 sf
Total Revenue $20,824,406 Furniture/Fixed Equipment $375,000
Funding Source 2 Operational Budget Revenue $324,406 Design $1,834,283
Funding Source 3 ME Operation Funds $500,000 Construction $16,675,300
Construction Contingency $500,259
Future Funding Source 1 D/C Subtotal $19,384,842
Future Funding Source 2 Owner Reserves $376,503
Future Funding Source 3 Project Contingency $1,063,061
Schedule Breakdown
Jun 2025 - Aug 2025 Aug 2025 - Aug 2026 May 2026 - Jul 2026 Aug 2026 - Oct 2027 Oct 2027 - Oct 2028
Total Future Funding $0 Project Total $20,824,406
Unique Schedule Impacts:Coordination with potential UC Jail design
DOT coordination with Hwy 74 driveway/entrance
Early bid packages will bid in May 2026 with full construction package bidding in July 2026
Advance Planning Design Contracts/Bidding Construction Closeout
Last Qtr
Next Qtr
Advanced Planning phase complete, begin Schematic Design phase
320
A&E
10/4/25- paint main hall and meeting room. 10/11/25 - carpet install in board room. 10/18/25 - paint in board room and wall coverings in hallway
1
2
Project Budget Project Partners
$525,365 Gensler
Heartland Contracting General Contractor
Project Name Project Description Capital Account
UC Government Center
First Floor Finishes and
Lobby Renovation
Project scope consists of renovating the Government Center's main entrance and lobby to offer a well
organized entrance and exit scheme to better serve employees and the public, and includes security
enhancements within a new security desk, visitor management system and the addition of security tunstiles.
Adjacent spaces, the main corridor, commissioners conference room, kitchenette and board room will
receive new wall and flooring finishes.
40080131, 40080069
and 40080190
PM: Simpson
10.02.2025
Progress to Completion Schedule Lead/Lag Est. Completion Date Funds Encumbered Expenses to Date
Current Phase Assa Abloy Equimpent Provider
Construction UC Public Communications
Budget Revenue Budget Breakdown
Funding Source 1 UC OC $98,000 Current Phase
Building Size
40.0%0 Wks Lag 01.01.2026 92%8%0
Total Revenue $525,365 Furniture/Fixed Equipment $0
Funding Source 2 UC FRR $172,734 Design $38,261
Funding Source 3 UC Capital MC $254,631 Construction $389,640
Construction Contingency $34,990
Future Funding Source 1 D/C Subtotal $462,891
Future Funding Source 2 Owner Reserves
Future Funding Source 3 Project Contingency $0
Schedule Breakdown
May 2024 - Jan 2025 Jan 2025 - May 2025 July 2025 - Jan 2026 Jan 2026 - Jan 2027
Total Future Funding $0 Project Total $462,891
Unique Schedule Impacts:Temporarily relocating existing security desk and routing staff and visitor entrance to the ground floor during construction
Offer visitors and Commissioners secure 1st floor access for Board meetings during construction
PreDesign Design Contracts/Bidding Construction Closeout
Notes:
Last Qtr
Next Qtr
Connectivity pulled cables, metal stud framing, carpet and LVT installed in main hallway and commissioners meeting room
321
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-695 Agenda Date:11/3/2025
TITLE:..title
Union County Public Schools Funding Update
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive information from staff.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Staff will provide a presentation on county funding for Union County Public Schools.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/27/2025Page 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 #:25-684 Agenda Date:11/3/2025
TITLE:..title
State Budget Update
INFORMATION CONTACT:
Brian Matthews, County Manager, 704-292-2597
ACTION REQUESTED:
Receive an update on the state budget.
BACKGROUND:
Staff will provide the latest information to the Board of Commissioners regarding the status of state
budget negotiations and other items of interest related to the State’s budget.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/24/2025Page 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 #:25-681 Agenda Date:11/3/2025
TITLE:..title
Appointments to Boards & Committees
INFORMATION CONTACT:
Lynn West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appointment to fill the Chief of Police position on the Union County Juvenile Crime Prevention
Council.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
A vacancy exists on the Union County Juvenile Crime Prevention Council (JCPC) for a Chief of
Police. William “Rhett” Bolen, Monroe Police Chief has applied to fill this position.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 10/27/2025Page 1 of 1
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