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Staff Review Draft Agenda Package 17-Nov-25Monday, November 17, 2025 6:00 PM Union County, NC Union County Government Center 500 North Main Street Monroe, North Carolina Meeting Agenda Board Room, First Floor Board of Commissioners Chair Melissa Merrell Vice Chair Brian Helms Commissioner Clancy Baucom Commissioner Christina Helms Commissioner Gary Sides Visitor Advisory Due to construction on the first floor of the UC Government Center, the primary entrance off Main Street Plaza is closed. Throughout construction, visitors should follow signage to enter or exit the facility. For meetings of the Board of County Commissioners, two temporary entrances will be available. Meeting attendees may enter via Main Street Plaza (near the intersection of W. Crowell St. and N. Stewart St.) or via the ground floor of the Government Center (off N. Church St.). To learn more about the project or view a project map, visit ucgov.info/PardonOurProgress. 1 Board of Commissioners Meeting Agenda November 17, 2025 Closed Session - 5:15 PM Opening of Meeting - 6:00 PM Invocation - Commissioner Clancy Baucom Pledge of Allegiance Informal Comments Public Hearing(s) Public Hearing - Rezoning Petition CZ-2025-005 Secrest25-685 INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning . PRIOR BOARD ACTIONS: None. BACKGROUND: This case is requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 11.958 acres outside of road right of way appearing on the tax map as tax parcel 07-042-002A along Secrest Short Cut Road from R-20 to B-4 with Conditions. The flea market incorporated a special use permit approval as part of this rezoning . The rezoning will include the following conditions : 1)Limited to site plan dated August 17, 2025 2)Uses limited to flea market and driving school 3)Owner will construct improvements to Secrest Short Cut as required by NCDOT 4)Five-year vesting of development rights 5)Development will meet all requirements of the Union County Unified Development Ordinance as of the date of approval The Land Use Board evaluated this proposal at its October 21 meeting and recommended denial on a 5-1 vote, noting flood and noise concerns . One member of the public spoke and expressed concern over noise and traffic impacts. If the Board of Commissioners wishes to make a decision on this rezoning, it may consider the following motions . TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion Page 1 of 16 2 Board of Commissioners Meeting Agenda November 17, 2025 (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval . TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2024-005 from Karmyne Milton; and (ii) adopt the consistency and reasonableness statement for denial . FINANCIAL IMPACT: None. Public Hearing - Rezoning Petition RA-2025-010 Haney25-686 INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning . PRIOR BOARD ACTIONS: None. BACKGROUND: This case is requesting to rezone one parcel totaling 0.51 acres appearing on the tax map as tax parcel 091-31-001 located on Pageland Highway from RA-40 to Highway Corridor. The rezoning request is a straight rezoning, so there are no conditions associated with this request . The Land Use Board evaluated this proposal at its October 21 meeting and recommended approval on a 5-1 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions . TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i)Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval . TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i)Deny rezoning petition RZ-2025-010 from Mike Haney; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Public Hearing - Union County Rural Land Use Plan and Land Use 25-692 Page 2 of 16 3 Board of Commissioners Meeting Agenda November 17, 2025 Map Amendments INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for plan adoption and Land Use Map amendments. PRIOR BOARD ACTIONS: 1) May 6, 2024, Regular Meeting, Agenda Item # 24-289 - Authorize staff to apply for Green Growth Toolkit grant . 2) March 17, 2025, Regular Meeting, Agenda Item # 25-071 - Receive update on vision statement . 3) August 11, 2025, Regular Meeting, Agenda Item #25-483 - Receive update on draft strategies BACKGROUND: The steering committee has completed its work in developing a land use plan for the rural parts of Union County . The draft report summarizes the work of the committee, including its strategy recommendations, which are below: •Expand agricultural easement purchase program •Require contiguous areas for open space in major subdivisions •Express concern over impacts from bypasses •Limit major subdivisions in certain zoning districts •Expand rural area in Land Use Map •Add six rural centers to the Land Use Map •Flexibility for commercial uses in rural areas •Provide options for smaller developments impacted by open space requirements •Create a conservation development brochure The Soil and Water Conservation District and Land Use Board both reviewed and recommend the plan as submitted . A total of two comments have been received from the public . Both noted concern over impacts of growth and transportation projects on rural character and agriculture . FINANCIAL IMPACT: There are no impacts from the plan adoption . Consent Agenda Contract - Catawba River Water Treatment Plant Expansion - Preliminary Engineering Report 25-693 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Page 3 of 16 4 Board of Commissioners Meeting Agenda November 17, 2025 Authorize the County Manager to 1) negotiate and execute an agreement with Weston & Sampson Engineers, Inc . substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water Capital Improvement Program (CIP) includes an allocation for the design and construction of an expansion of the Catawba River Water Treatment Plant to 56 MGD with all costs being shared 50% each with Lancaster County Water and Sewer District. The preliminary engineering report (PER) will review the condition of the existing plant, evaluate alternatives for current and future facility expansion, develop and execute PFAS pilot testing for treatment options, and analyze algae treatment methods in the raw water reservoir to continue to manage water quality related to taste and odor . Weston & Sampson Engineers has been selected to provide engineering services for Task Order 2025-1: Catawba River Water Treatment Plant Expansion Preliminary Engineering Report. Weston & Sampson Engineers was chosen from RFQ - Professional Services for CRWTP Expansion solicited by the joint venture of Union County and Lancaster County Water and Sewer District. FINANCIAL IMPACT: The total cost of the Task Order 2025-1 with Weston & Sampson Engineers is $382,523.00. This total task order amount will be shared equally between Union County and Lancaster County Water and Sewer District, with Union County’s financial responsibility being $191,261.50. Sufficient funds are available within the adopted capital account 60184523 - CRWTP Expansion. Bid Award - Waxhaw North Sanitary Sewer Replacement & Rehabilitation 25-698 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Adopt Resolution for Tentative Award of the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project construction, 2) contingent upon North Carolina Department of Environmental Quality ’s issuance of the Authority to Award, award contract to North American Pipeline Management, LLC in the amount of $3,138,610.00; 3) 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 Page 4 of 16 5 Board of Commissioners Meeting Agenda November 17, 2025 deemed in the best interest of the County, each in the County Manager ’s discretion; and 4) adopt Resolution Providing Notice of Construction of the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project . PRIOR BOARD ACTIONS: 1) March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK Dickson Task Order 2021-01 for engineering field assessment and preliminary design services for the project in an amount of $104,850.00. 2) March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved WK Dickson Task Order 2021-09 for final design, permitting, and bidding services in an amount of $135,509.00. 3) August 12, 2024, Regular Meeting, Agenda Item #24-530 - Adopted resolution accepting Appropriations Act (S .L. 2023-134) funding in the amount of $1,477,500.00 from the North Carolina Department of Environmental Quality Division of Water Infrastructure and authorized the County Manager to execute all necessary documentation related to the acceptance. BACKGROUND: The Capital Improvement Plan (CIP) includes an annual allocation in the Wastewater Rehabilitation & Replacement Program to assess, prioritize, and rehabilitate/replace sanitary sewer collection system infrastructure . This project is Year 1 of a two-year rehabilitation project to replace the aged Septic Tank Effluent Gravity (STEG) wastewater collection system in Waxhaw. This Year 1 project consists of the replacement of approximately 4,500 linear feet of 4-inch and 6-inch sewer lines with 8-inch and 10-inch sewer mains in the Waxhaw downtown area on the north side of Highway 75. On August 21, 2025, the Procurement Department partnered with Union County Water (UCW) to issue an Invitation for Bid IFB 2024-083 Waxhaw North Sanitary Sewer Replacement & Rehabilitation project. On October 2, 2025, two (2) bids for the title project were received. Since fewer than three (3) bids were received, the submitted bids were returned to the bidders unopened. On October 3, 2025, the Procurement Department partnered with Union County Water to re-issue an Invitation for Bid IFB 2024-083 (Rebid) Waxhaw North Sanitary Sewer Replacement & Rehabilitation project . On October 14, 2025, one (1) bid for the title project was received and processed. All bids were tabulated, reviewed and certified by Ardurra (previously WK Dickson). The single bid was in the amount of $3,138,610.00 ; staff recommends that the project be awarded to the lowest, responsive, responsible bidder, North American Pipeline Management, LLC, in the amount of $3,138,610.00. FINANCIAL IMPACT: Funding is available within the adopted capital account 60185522 - STEG Assessment Waxhaw to support the construction contract amount of Page 5 of 16 6 Board of Commissioners Meeting Agenda November 17, 2025 $3,138,610.00. Contract Amendment - GIS Managed Services25-701 INFORMATION CONTACT: Luke Fawcett, Union County Water, Planning & Resource Management Assistant Director, 704-296-4237 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement 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: January 6, 2025, Regular Meeting, Agenda Item #24-879 - Contract Amendment - GIS Managed Services BACKGROUND: GIS Managed Services refers to the cloud-hosted, vendor-supported infrastructure used to power Union County Water ’s geospatial systems and tools. In December 2021, Union County first partnered with ROK Technologies to provide a managed ArcGIS Enterprise environment hosted in AWS. This decision was driven by the increasing demands on GIS infrastructure and the growing role of geospatial data in utility operations. This amendment is required to extend and update the cost increase by $5,952 for the AWS cloud services that Rok Technologies manages for Union County. Rok Technologies manages to cloud services that support Union County Water’s operational web maps, work applications, data warehousing, integrations, and analytical functions . FINANCIAL IMPACT: The pricing for the Services for the Extended Term of one year is $163,872.00 which will be funded by Union County Water enterprise fund . Funding is available within approved FY26 operating budget . Budget Amendment - Funding to Build and Support Enhanced Community-Based Health Care Delivery to Improve the Health and Quality of Life for All North Carolinians 25-629 INFORMATION CONTACT: Traci Colley, Human Services Agency - Department of Public Health, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $23,316.80 in Bringing Home Value Innovation Funding from Community Care of North Carolina and 2) Approve Budget Amendment #11. PRIOR BOARD ACTIONS: None. Page 6 of 16 7 Board of Commissioners Meeting Agenda November 17, 2025 BACKGROUND: Community Care of North Carolina (CCNC) has awarded Bringing Value Home Innovation Funding to Union County Public Health . This is a one-time grant in the amount of $23,316.80. The payment represents approximately $16.70 per member calculated using your March 2025 Medicaid Standard Plan Prepaid Health Plan (PHP) attribution of 1,396 as reported to CCNC in the Beneficiary files from each PHP . As attribution rates vary from month to month, the Innovation Funding grants were calculated using March 2025 attribution data - for consistency and accuracy. The purpose of this grant is to assist practices in identifying and executing plans that support CCNC’s charitable mission to build and support enhanced community-based health care delivery systems to improve the health and quality of life for all North Carolinians . To remain consistent with this mission and CCNC’s tax-exempt status, acceptable uses for these funds include, but are not limited to : · Expanding access to care by offering open access scheduling · Developing practice-based solutions to reduce unnecessary ED and Inpatient Utilization · Improving quality performance, particularly for targeted Medicaid PHP Quality Measures · Employing new ways to engage unengaged patients · Implementing Practice Innovations that align with CCNC ’s mission Grant funds may not be used for lobbying or partisan political activities . FINANCIAL IMPACT: The County is awarded $23,316.80 from Community Care of North Carolina. No County match is required . Special Revenue Ordinance Amendment - Appropriate Additional ARPA Temporary Savings Fund for Public Health Services 25-677 INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $50,000 in additional funding from the North Carolina Division of Public Health, Agreement Addendum, FY 25-26, 121 ARPA Temporary Savings Fund Program for Public Health Services in the Human Services Agency’s Public Health Department, and 2) approve Special Revenue Ordinance Amendment # 97A. PRIOR BOARD ACTIONS: None. BACKGROUND: This funding, provided through budget receipts transferred from the ARPA Temporary Savings fund and made available through the NCGA Page 7 of 16 8 Board of Commissioners Meeting Agenda November 17, 2025 2023 Appropriations Act, HB 259, provides a $50,000 grant in each year of the 2023-2025 fiscal biennium to each local health department to support activities authorized under the General Aid-to-Counties Agreement Addendum including the delivery of the 10 Essential Public Health Services per GS § 130A-1.1.1, the core functions of public health (Assessment, Policy Development, Assurance), and the specific health needs or health status indicators selected by each local health department. Per HB 259, Section 4.7.(i), “The funds appropriated from the State Fiscal Recovery Fund in this act and in prior enactments of the General Assembly shall not revert at the end of each fiscal year of the 20232025 fiscal biennium but shall remain available to expend and appropriate until the date set by applicable federal law or guidance .” This Agreement Addendum for Activity 121 further enhances the ability of local health departments to deliver the essential services and core functions of public health to address the specific health needs or health status indicators selected by the local health department . The North Carolina General Statute § 130A-1.1(b) states: a local health department shall ensure that the following 10 Essential Public Health Services are available and accessible to the population in each county served by the local health department : Assessment: 1. Monitor health status to identify community health problems . 2. Diagnose and investigate health problems and health hazards in the community. Policy Development: 3. Inform, educate, and empower people about health issues . 4. Mobilize community partnerships to identify and solve health problems . 5. Develop policies and plans that support individual and community health efforts. Assurance: 6. Enforce laws and regulations that protect health and ensure safety . 7. Link people to needed personal health services and assure the provision of health care when otherwise unavailable . 8. Assure a competent public health and personal health care workforce . 9. Evaluate effectiveness, accessibility, and quality of personal and population-based health services . 10. Research for new insights and innovative solutions to health problems. FINANCIAL IMPACT: Federal grant funding in the amount of $50,000 is awarded through the Page 8 of 16 9 Board of Commissioners Meeting Agenda November 17, 2025 North Carolina Division of Public Health Agreement Addendum, FY 25-26, 121 ARPA Temporary Savings Funds for Public Health Services . No County match is required . Grant Application - Dental Clinic25-688 INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate . PRIOR BOARD ACTIONS: 1) November 7, 2022, Regular Meeting, Agenda Item #22-751 - Approved Delta Dental Foundation grant application . 2) December 4, 2023, Regular Meeting, Agenda Item #23-823 - Approved Delta Dental Foundation grant application . 3) December 2, 2024, Regular Meeting, Agenda Item #24-815 - Approved Delta Dental Foundation grant application . BACKGROUND: The Delta Dental Foundation is accepting applications for grant funding up to $5,000 to support community dental care for children through their Smiles for Kids Grants Program. The Public Health Dental Clinic requests approval to apply for these funds to support and expand our dental care services for children who have financial challenges receiving the necessary care. We anticipate 25-30 children can be served through this funding. The County’s Dental Clinic provides general dentistry services and education to residents who may have difficulty obtaining dental care due to financial needs or access to other providers . The clinic provides services for adults and children beginning at 1 year of age. The clinic accepts Medicaid, third-party insurance and private pay on a sliding fee scale based on income . Oral diseases, which range from cavities and gum disease to oral cancer, cause pain and disability for many in our community . Establishing good oral health practices and seeking early dental care is an important component for overall health and is especially important for children to begin routine dental care early in their lives . A new application is required to be submitted each year to be considered for grant funding. FINANCIAL IMPACT: Anticipated funding is $5,000 with no County match requested or Page 9 of 16 10 Board of Commissioners Meeting Agenda November 17, 2025 required. Budget Amendment - Additional Funding for Conversion to Electronic Test Ordering and Results System 25-689 INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $6,000 in additional funding from the North Carolina Division of Public Health Agreement Addendum FY25-26, 510 General Communicable Disease Control, Revision #1 and 2) approve Budget Amendment #10. PRIOR BOARD ACTIONS: None. BACKGROUND: To help better control, detect, and monitor communicable diseases, the North Carolina State Laboratory of Public Health (NCSLPH) is implementing a new system: the Electronic Test Ordering and Results (ETOR) system. Currently, local health departments send thousands of paper test requisition forms to the NCSLPH each week, which results in thousands of paper results being sent back . This manual process is time consuming and inefficient for everyone . To significantly reduce paper and streamline operations, the NCSLPH is phasing in the implementation of the ETOR system. The local health departments ’ part in the onboarding process will be during the Bidirectional Interface Project . Local health departments will be phased into this process and notified of their timeline by the project manager at the NCSLPH . This project will connect each local health departments ’ Electronic Health Record (EHR) system directly with the NCSLPH Laboratory Information Management System (LIMS) through the North Carolina Health Information Exchange (NCHIEA). This new bidirectional interface will allow every local health department to place lab test orders with NCSLPH electronically (i.e., paperless) and to receive lab test results automatically back into the local health department’s EHR system via the NCHIEA. This change will make test ordering and receipt of results much more efficient, benefiting all local health departments across North Carolina . FINANCIAL IMPACT: The County is awarded $6,000 from the North Carolina Division of Public Health through May 31, 2026. No County match is required. Resolution - Parks & Recreation Bobcat Exchange25-696 INFORMATION CONTACT: Jim Chaffin, Parks & Recreation, Director, 704-283-3881 ACTION REQUESTED: Adopt a resolution authorizing the exchange of personal property . PRIOR BOARD ACTIONS: Page 10 of 16 11 Board of Commissioners Meeting Agenda November 17, 2025 None. BACKGROUND: Union County currently owns a Bobcat S 250 skid steer loader purchased in 2005, which is actively used by the Parks & Recreation Department . Due to the machine's age and the rising costs associated with its maintenance, the department is requesting to replace the existing Bobcat with a new 2025 Model S650 T4 skid steer loader. As part of this replacement process, Parks & Recreation is seeking approval to exchange the current Bobcat S 250 pursuant to N.C.G.S. 160A-271. The County will receive the current fair market value of the Bobcat, less the cost of an outstanding work order, as trade-in value for the new Bobcat. This exchange will reduce the overall purchase cost charged to the department ’s budget. Details regarding the purchase price, trade-in value, and the final net price are included in the attached resolution and quotation. FINANCIAL IMPACT: The total cost for the new 2025 Model S650 T4 Skid Steer Loader, after applying the trade-in allowance for the existing Bobcat S 250, will be $48,737.44. Funds for this purchase are appropriately budgeted within the Parks & Recreation Department ’s current budget. Purchase - Replacement/Expansion Vehicles25-697 INFORMATION CONTACT: Christopher J. Boyd, Facilities and Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: None. BACKGROUND: Fleet requests the approval to purchase sixteen (16) replacement and/or expansion vehicles. Seven (7) vehicles are replacements for existing assets that have met their use in life in accordance with the vehicle replacement policy and were approved for replacement in the FY 26 budget. Nine (9) vehicles are expansion vehicles which were approved in the FY26 budget. A summary of the replacement and expansion vehicles is as follows: Repla ceme Page 11 of 16 12 Board of Commissioners Meeting Agenda November 17, 2025 nts (1)2026 Ford Explorer 4WD - Replaces 41-08, UC Water, $39,344.16 (1)2026 Ford F250 Crew Cab 4WD - Replaces 55-14, Fire Services $50,230.18 (1)2026 Ford F150 Super Cab 4WD - Replaces 33-13, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 70-16, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 16-16, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 34-13, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 56-14, $42,142.78 Expansions (1)2026 Ford Explorer 4WD - Expansion, Assessment, $39,344.16 (1)2026 Ford F250 Crew Cab 4WD - Expansion, Solid Waste, $50,093.88 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make purchases through a competitively bid North Carolina Statewide Term Contract or a Group Purchasing Program . The purchase of the vehicles will be made using North Carolina State Term Contract 2510A as quoted by Deacon Jones Ford of Clinton . The Procurement Department has vetted this contract and purchase amount . FINANCIAL IMPACT: The anticipated cost for the vehicles is $696,816.35 and is budgeted accordingly for FY26. Bid Award and Construction Contract - Union County Progress Building Backup Generator 25-700 INFORMATION CONTACT: Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420-2626 ACTION REQUESTED: 1) Award contract to Hinson Electric, Inc. in the amount of $481,800.00; Page 12 of 16 13 Board of Commissioners Meeting Agenda November 17, 2025 2) authorize the County Manager to i) negotiate and execute and 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; and 3) adopt Resolution Providing Notice of Construction of the Union County Progress Building Backup Generator. PRIOR BOARD ACTIONS: None. BACKGROUND: The project scope entails providing and installing a backup generator to provide full building backup power in the event of an emergency or during the loss of normal utility power. The backup generator will help ensure essential services can continue to be provided in the event of a loss of power to the Progress Building. On September 16, 2025, the Procurement and Contract Management Department partnered with the Facilities and Fleet Management Department to issue IFB 2026-024. On October 15, 2025, eight (8) bids for the titled project were received and processed . The bids were tabulated, reviewed and certified by Progressive Architecture and Engineering, P.C. The bids ranged from $448,800.00 - $1,095,600.00; staff recommend that the project be awarded to the lowest responsive, responsible bidder acknowledging all required forms in their bid submission, Hinson Electric, Inc., in the amount of $481,800.00. FINANCIAL IMPACT: The cost to execute this contract is $481,800.00. There are sufficient finds in capital account number 40080209 to cover this expense. Tax Bill Correction Report for October 202525-702 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for October 2025. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County Commissioners is authorized to make and approve certain changes to property tax records . Approval of such changes may result in either a release, refund, or discovery of ad valorem taxes. The attached report provides detailed information on all tax bills that were modified. Included in the report for each correction is the parcel number or property key, owner name, reason for the change, original value, original tax, corrected value, corrected tax, and refund, if Page 13 of 16 14 Board of Commissioners Meeting Agenda November 17, 2025 applicable. FINANCIAL IMPACT: October Refund amount = $21,093.01 Placeholder for Contract - Phone System Upgrade25-703 INFORMATION CONTACT: Jon Amelio, Information Technology, Director, 704-283-3533 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: None BACKGROUND: The Procurement Department partnered with Information Technology to issue Request for Proposals 2025-022 Union County Phone System Upgrade . On 12/19/24, eighteen proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. The top ranked six firms/vendors were invited to shortlist interview/presentations. As a result, the team requests approval to enter into a contract with the top scoring /ranked preferred offeror, Ring Central, Inc, to provide Cloud Phone services . This contract has an initial term of five years with three two-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 $271,958.40. Since this contract contains a five-year term with three two-year renewal options, a total of $2,991,542.40 is estimated to be spent . Funding is available in the adopted FY26 budget with future expenditures subject to annual BOCC budget appropriation . Information Only Union EMS Quarterly Financial Statements25-691 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union EMS provides unaudited quarterly reports and an annual audited financial report to the County as required by contract terms . FINANCIAL IMPACT: Page 14 of 16 15 Board of Commissioners Meeting Agenda November 17, 2025 None. Communications Monthly Report - October 202525-704 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This report provides valuable metrics and insights into communication platforms and our efforts to collaborate with all County departments to inform and engage residents, promote programs and services, and strengthen internal and external communications . FINANCIAL IMPACT: None. Business Union County Rural Land Use Plan Adoption and Land Use Map Amendments 25-694 INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Consider adopting Rural Land Use Plan and amendments to Land Use Map. The Board may consider the following language . TO APPROVE THE PROPOSED PLAN AND AMENDMENTS Motion (i) Adopt the Resolution Adopting the Rural Land Use Plan and Amending the Union County Land Use Map . TO DENY THE PROPOSED PLAN AND AMENDMENTS Motion (i) Deny Rural Land Use Plan as presented; and (ii) deny amendment to the Union County Land Use Map . PRIOR BOARD ACTIONS: 1) May 6, 2024, Regular Meeting, Agenda Item # 24-289 - Authorize staff to apply for Green Growth Toolkit grant . 2) March 17, 2025, Regular Meeting, Agenda Item # 25-071 - Receive update on vision statement . 3) August 11, 2025, Regular Meeting, Agenda Item #25-483 - Receive Page 15 of 16 16 Board of Commissioners Meeting Agenda November 17, 2025 update on draft strategies 4) November 17, 2025, Regular Meeting, Agenda Item 25-692 - Conduct public hearing on rural land use plan and land use map amendments BACKGROUND: The steering committee has completed its work in developing a land use plan for the rural parts of Union County . The draft report summarizes the work of the committee, including its strategy recommendations, which are below: •Expand agricultural easement purchase program •Require contiguous areas for open space in major subdivisions •Express concern over impacts from bypasses •Limit major subdivisions in certain zoning districts •Expand rural area in Land Use Map •Add six rural centers to the Land Use Map •Flexibility for commercial uses in rural areas •Provide options for smaller developments impacted by open space requirements •Create a conservation development brochure The Soil and Water Conservation District and Land Use Board both reviewed and recommend the plan as submitted . A total of two comments have been received from the public . Both noted concern over impacts of growth and transportation projects on rural character and agriculture . FINANCIAL IMPACT: None. County Manager's Comments Commissioners' Comments Adjournment Page 16 of 16 17 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-685 Agenda Date:11/17/2025 TITLE:..title Public Hearing - Rezoning Petition CZ-2025-005 Secrest INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTIONS: None. BACKGROUND: This case is requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 11.958 acres outside of road right of way appearing on the tax map as tax parcel 07-042-002A along Secrest Short Cut Road from R-20 to B-4 with Conditions. The flea market incorporated a special use permit approval as part of this rezoning. The rezoning will include the following conditions: 1)Limited to site plan dated August 17, 2025 2)Uses limited to flea market and driving school 3)Owner will construct improvements to Secrest Short Cut as required by NCDOT 4)Five-year vesting of development rights 5)Development will meet all requirements of the Union County Unified Development Ordinance as of the date of approval The Land Use Board evaluated this proposal at its October 21 meeting and recommended denial on a 5-1 vote, noting flood and noise concerns. One member of the public spoke and expressed concern over noise and traffic impacts. If the Board of Commissioners wishes to make a decision on this rezoning, it may consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™18 File #:25-685 Agenda Date:11/17/2025 CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2024-005 from Karmyne Milton; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™19 . . . Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Planning Staff Report - Rezoning Case # CZ-2024-005 Staff Contact: Bjorn Hansen, Senior Planner Summary of Request This case is requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 11.958 acres outside of road right of way appearing on the tax map as tax parcel 07-042-002A along Secrest Short Cut Road from R-20 to B-4 with Conditions. The flea market incorporated a special use permit approval as part of this rezoning. The rezoning will include the following conditions: 1) Limited to site plan dated August 17, 2025 2) Uses limited to flea market and driving school 3) Owner will construct improvements to Secrest Short Cut as required by NCDOT 4) Five-year vesting of development rights 5) Development will meet all requirements of the Union County Unified Development Ordinance as of the date of approval 20 unioncountync.gov Owner/Applicant Owner: Matt Construction, Inc. 4506 Statesville Road Charlotte, NC 28269 Applicant: Karmyne Milton 1420 Rama Road Charlotte, NC 28211 Property Information Location: On the southwest corner of Secrest Shortcut Road and Southwind Trail Drive. Location more specifically described as tax parcel 07-042-002A. Site South of Site on Secrest Shortcut East of Site North of Site on Secrest Shortcut 21 unioncountync.gov Municipal Proximity: The site is surrounded by Indian Trail. Existing Land Use and Development Status: The parcel is currently zoned R-20. The site is partially cleared near the road, with the remainder in the floodplain and forested. Environmental Features: There is a stream and significant amount of floodplain on the site. The current flood plain is shown on the following map, but the proposed updated floodplain will slightly expand the impacted area on the site. The proposed layout accommodates the new floodplain. Secrest Shortcut Road has been closed for flooding four times since 2018. 22 unioncountync.gov Utilities: The development will utilize Union County water and sewer service. Zoning and Land Use History: The parcel site has been zoned R-20 since zoning was initiated in Union County. Since most development in the area has occurred inside Indian Trail, there have been few actions by Union County. There currently is a proposed rezoning to Light Industrial approximately a half mile to the north at the corner of Faith Church and Secrest Short Cut. That proposed development is inside Hemby Bridge, meaning Union County is processing the rezoning. 23 unioncountync.gov Schools: Because this rezoning is commercial in nature, UCPS was not consulted for comments. Transportation: This site will have access from Secrest Short Cut Road. The road already includes a left turn lane, so no additional road improvements would be required as a result of this rezoning and development. Due to the variability of flea markets, it is difficult to predict traffic generation by this type of use. There is no established rate for this land use in the Institute of Transportation Engineers (ITE) trip generation manual. These types of uses have peak generation on weekends, meaning weekday impacts are minimal. The associated driver school would likewise have a small traffic impact. Secrest Short Cut Road carries approximately 11,500 vehicles per day in 2023, up from a COVID era 9,100 vehicles per day shown in the following map. There are no funded road improvements in the vicinity of the proposed rezoning. 24 unioncountync.gov Planning Documents Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as an Employment Corridor overlaid upon a Transition Zone. The proposed retail and service uses are therefore considered appropriate, although the amount of retail should be limited due to traffic impacts along the corridor. The flea market uses proposed under B-4 require a special use permit, which can be incorporated into the rezoning. The applicant has stated in their application, submitted documentation or staff have concluded through a site plan review that it meets the five findings of fact necessary for a special use permit: 1. The proposed use and development comply with all regulations and standards generally applicable within the zoning district and specifically applicable to the particular type of special use. 2. The proposed development will not materially endanger the public health or safety. 25 unioncountync.gov 3. The proposed development will not substantially injure the value of abutting property, or is a public necessity. 4. The proposed development will be in harmony with the area in which it is located. 5. The proposed development will be in general conformity with the comprehensive plan. Public and Municipal Comments Public Comments: A community meeting was held July 31, 2025. Eleven residents attended and had questions and concerns over buffering, business plan for flea market, proximity of driveway to nearby neighborhoods, and flooding on Secrest Short Cut Road. One resident spoke at the October 21, 2025, Land Use Board meeting. They expressed concern over noise and traffic impacts. 26 unioncountync.gov Staff Comments and Recommendation Land Use Board Recommendation Municipal Comments: Indian Trail, Hemby Bridge, and Lake Park were consulted and had the following comments: Indian Trail: Indian Trail has had multiple conversations with the property owners and various potential buyers due to it being in a doughnut hole area. We provided several options for development of the property (several residential options & light industrial options). The floodplain and utility easements consume most of the lot and the options are limited by those factors regardless of the land use. The Secrest Shortcut Small area plan that the Town and the County adopted calls for this parcel to be medium density residential and open space/environmentally sensitive. The Town of Indian Trail’s Comprehensive plan calls for the same as well. The Town of Indian Trail strongly opposes this request and especially with the limited amount of information provided. Hemby Bridge: We really appreciate your willingness to involve surrounding municipalities for input as it will definitely affect all of us. As far as Hemby Bridge, we have experienced numerous requests for commercial zoning in the past couple of years, which has forced the board to draw a hard line against rezoning, especially from residential to commercial located in residential areas. The town would request that the county to deny the rezoning. Lake Park: The Village of Lake Park is not in favor of the rezoning due to traffic concerns. The Land Use Board reviewed this proposal and recommended denial on a 5-1 vote its October 21, 2025, meeting, citing flooding concerns and proximity to residential areas. This part of Union County is identified for employment uses as an Employment Corridor overlay over a Transition Zone. Because this is a non-residential request, the Employment Corridor recommendations apply. Employment Corridors have access to transportation infrastructure such as railways, airports and major roads, and have available land with close proximity to similar uses. Employment Corridors connect employment nodes and other large job centers throughout the County and neighboring counties. A variety of employment uses may be appropriate along these corridors. The proposed retail uses are appropriate in limited frequency, and the driving school is appropriate within the overlay. The proposed site plan meets the requirements of the Unified Development Ordinance and the uses are consistent with the adopted plan. Because of these aspects of the development, staff recommend approval of this rezoning application. 27 Matt Construction Inc.Secrest Short Cu t R o a dArea615 620 620615615615615615 12'12'9'19'12'12'40'50'SECREST SHORTC U T R O A D SR 1501 30'20'40'10'12'12'R10'R10'R3'R10'R3'R3'12'12'R25'R25'25'25'40'40'1 0 0 '4108 SAINT JOSEPH DRINDIAN TRAIL, NC 28079704-893-5482www.rosenauengineering.comNCBEES CERT. NO.: P-1789SEALS:PROJECT NAME:CLIENT:DATE:REVISIONS:JOB NO:SHEET TITLE:SHEET NO.:SCALE:KEMPO CORPORATION INC4506 STATESVILLE ROADCHARLOTTE, NC 28269704-605-2124KARMYNEM@YAHOO.COMSECREST SHORTCUT ARTISAN MARKET & DRIVERS' EDUCATION 6615 SECREST SHORTCUT ROAD (PARCEL ID 07042002A) VANCE TOWNSHIP, UNION COUNTY, NORTH CAROLINA 2807903/21/202525108© ROSENAU ENGINEERING, PLLCJONATHAN S. ROSENAUNC P.E. #037143Sheet: 1File: ..\Re ferences\Deta ils pd f\NC811 Banner 2018.pdfMissing or invalid referenceCONDITIONALZONING PLANCZP-1R O S E N A U E N G I N E E R I N G400 40SCALE: 1" =40'NORTH (NC GRID NAD83)PROJECT DATAOWNER:KEMPO CORPORATION INC.OWNER CONTACT:KARMYNE MILTONOWNER ADDRESS:4506 STATESVILLE ROAD, CHARLOTTE, NC 28269OWNER PHONE:704-605-2124OWNER EMAIL:KARMYNEM@YAHOO.COMAPPLICANT:KEMPO CORPORATION INC.APPLICANT CONTACT:KARMYNE MILTONAPPLICANT ADDRESS:4506 STATESVILLE ROAD, CHARLOTTE, NC 28269APPLICANT PHONE:704-605-2124APPLICANT EMAIL:KARMYNEM@YAHOO.COMCIVIL ENGINEER:JONATHAN S. ROSENAU, P.E., ROSENAU ENGINEERING,PLLCCIVIL ENGINEER ADDRESS:4108 ST. JOSEPH DRIVE, INDIAN TRAIL, NC 28079CIVIL ENGINEER PHONE:704-893-5482CIVIL ENGINEER EMAIL:JONROSENAU@ROSENAUENGINEERING.COMSITE ADDRESS:6615 SECREST SHORTCUT ROAD, INDIAN TRAIL, NCPARCEL ID:07042002ALAND DEVELOPMENT AGENCY:UNION COUNTYWATER/SEWER AGENCIES:UNION COUNTY; NCDEQSTORMWATER MANAGEMENT AGENCY:NCDEQEROSION CONTROL AGENCY:NCDEQDRIVEWAY/ROADWAY AGENCY:NCDOTOPEN SPACE REQUIRED:52,089 SQUARE FEET (@ 10% OF 11.958 ACRES)OPEN SPACE PROVIDED:67,120 SQUARE FEET (1.54 ACRES; 12.9%)IMPROVED OPEN SPACE PROVIDED:26,630 SQUARE FEET (0.61 ACRES; 5.1%)TREE CONSERVATION AREA REQUIRED:NONETREE CONSERVATION AREA PROVIDED:NONEHERITAGE TREES:NONECURRENT ZONING:RESIDENTIAL (R-20)PROPOSED ZONING:GENERAL COMMERCIAL (B-4)EXISTING USE:NONEPROPOSED USE:OFFICE (DRIVERS EDUCATION) & FLEA MARKET(ARTISAN MARKET)TOTAL PROPERTY AREA:11.958 ACRES (520,890 SQ. FT.)REQUIRED RIGHT-OF-WAY DEDICATION:50 FOOT FROM CENTERLINE OF RIGHT-OF-WAYRIGHT-OF-WAY DEDICATION:0.44 AC (19,052 SQ-FT)MINIMUM LOT SIZE:NO MINIMUMMINIMUM LOT WIDTH:NO MINIMUMMINIMUM STREET SETBACK:40 FEETMINIMUM SIDE SETBACK:20 FEETMINIMUM REAR SETBACK:40 FEETMAXIMUM BUILDING HEIGHT:50 FEETPROPOSED BUILDING HEIGHT:20 FEETPROPOSED BUILDING SIZE:9,600 SQUARE FEET (7,200 SF FLEA MARKET; 2,400 SFOFFICE)MAXIMUM ALLOWED PARKING:25% ABOVE MINIMUM REQUIRED55 SPACES x 125% = 69 SPACESMINIMUM REQUIRED PARKING:(*REFERENCING CITY OF MONROE UDO TABLE8.4.1 FOR MARKETS & PRODUCE STANDS)2 SPACES PER 1,000 SF MARKET AREA*23,500 SF x 2 SPACE/1,000 SF = 47 SPACES*1 SPACE PER 300 SF OFFICE2,400 SF OFFICE x 1 SPACE/300 SF = 8 SPACES47 SPACES* + 8 SPACES = 55 TOTAL SPACESPROPOSED PARKING:62 SPACES (WITH AT LEAST 3 ACCESSIBLE SPACES)MINIMUM PARKING SPACE DIMENSIONS:9'x19'PROPOSED PARKING SPACE DIMENSIONS:9'x19'MINIMUM LOADING SPACES REQUIRED:NONEMINIMUM STREET FRONTAGELANDSCAPING:S1 SCREENING (10 FOOT WIDE; 3 FT TALL HEDGE WITH1 TREE EVERY 50 FEET)MINIMUM PERIMETER PARKING LOTLANDSCAPING:S1 SCREENING (10 FOOT WIDE; 3 FT TALL HEDGE WITH1 TREE EVERY 50 FEET)MINIMUM INTERIOR PARKING LOTLANDSCAPING:1 SHADE TREE & 4 SHRUBS PER 10 SPACES;LANDSCAPE ISLANDS 150 SF & 8 FOOT WIDTH;LANDSCAPE ISLAND EVERY 10 SPACESMINIMUM LAND USE BUFFER:S2 SCREENING (10 FOOT WIDE; 6 FT TALL HEDGE WITH1 TREE EVERY 40 FEET)ADDITIONAL LAND USE BUFFER:10 FOOT NATURAL ALONG NORTHERN PROPERTY LINEABUTTING RESIDENTIAL HOMESMAJOR RIVER BASIN:YADKINWATERSHED:CROOKED CREEKSTREAMS:NORTH FORK CROOKED CREEK TRIBUTARY BPROPOSED STREAM IMPACTS:NONESTREAM BUFFER:100 FOOTFEMA FLOOD ZONE:ZONE AE; CID 370234 PANEL 5418; PRELIMINARY DATE:MARCH 31, 2023PROPOSED FLOODPLAIN IMPACTS:TEMPORARY UTILITY CONSTRUCTION ONLYSTORMWATER MANAGEMENT:ATTENUATE 2-, 10- AND 50-YEAR STORM EVENTSSTORMWATER TREATMENT:TREAT 1-INCH PER NCDEQ REQUIREMENTSEXISTING IMPERVIOUS:NONEPROPOSED IMPERVIOUS:52,000 SQUARE FEET (1.19 ACRES; 10.00%)PROPOSED DISTURBED AREA:172,000 SQUARE FEET (3.95 ACRES; 33.02%)WASTEWATER TREATMENT PLANT:TWELVE MILE CREEKDOMESTIC WATER:UNION COUNTY WATERSUNFLOWER PROTECTION:SUNFLOWER IDENTIFICATION SURVEY NOT REQUIREDSymbolDescriptionLEGENDSTORM MANHOLER.O.W.DITCH BOTTOMINLETSANITARY MANHOLEFIRE HYDRANTFIRE DEPARTMENTCONNECTIONPOST MOUNTEDSIGNPROPERTY LINENEW CONCRETEOPEN SPACEFENCEGENERAL NOTES:1.ALL CONSTRUCTION TO BE CONDUCTED IN COMPLIANCE WITH UNION COUNTY'SSTANDARDS AND SPECIFICATIONS. SITE PLAN WILL FULLY COMPLY WITH ALLPROVISIONS OF THE UNION COUNTY DEVELOPMENT ORDINANCE.2.ANY WORK CONDUCTED WITHIN THE ROADWAY RIGHT OF WAY MUSTBE APPROVED AND COORDINATED WITH NCDOT.5SHRUBS AND TREES SHOULD BE SELECTED FROM THE COUNTY'SAPPROVED VEGETATION LIST AND PLANTED IN ACCORDANCE WITHCOUNTY SPECIFICATIONS.6.DUMPSTER AND OTHER TRASH/RECYCLE RECEPTACLES TO BE SCREENED FROMROADWAY AND ADJACENT PROPERTIES.7. COUNTY PERMITS INCLUDING FENCE, SIGN, UPFIT, DEMO AND USE MAYBE REQUIRED AFTER CONCEPT PLAN APPROVAL. OWNER SHOULDWORK WITH COUNTY TO OBTAIN THE NECESSARY PERMITS.7.SPECIFIC SITE LAYOUT SHALL BE APPROVED BY COUNTY'S STAFF VIACOUNTY'S PERMIT REVIEW PROCESS. THE LAYOUT DEPICTED IN THISCONDITIONAL ZONING PLAN IS CONCEPTUAL IN NATURE. OWNERSHALL HAVE THE RIGHT TO MODIFY CONFIGURATION IN ACCORDANCEWITH COUNTY'S ZONING ORDINANCE AND REGULATIONS.8.PROPERTY SHALL COMPLY WITH ALL COUNTY ZONING REGULATIONSWITH THE EXCEPTION OF THE CONDITIONS AGREED UPON THROUGHTHIS CONDITIONAL ZONING APPROVAL. REFER TO THE AGREED UPONAUTHORIZED DEVIATIONS FROM THE ZONING ORDINANCE FORDETAILS.9.TOPOGRAPHIC SURVEY AND GEOTECHNICAL REPORT WILL BE NECESSARY PRIORTO DEVELOPMENT OF CONSTRUCTION DOCUMENTS.10.NO FILL SHALL BE PLACED WITHIN THE FEMA FLOODPLAIN INCLUDING BOTHEFFECTIVE AND PRELIMINARY AREAS UNLESS APPROVED BY COUNTY AND FEMA.11.ANY SITE LIGHTING WILL NEED TO BE APPROVED BY COUNTY.DUMPSTERENCLOSURESAND FILTER6" SAN. SEWER LATERALEX. SAN. SEWER MAINEX. WATER MAINWATER SERVICE LATERAL40' STREET SETBACKPROPOSEDRIGHT-OF-WAY LINEEX.RIGHT-OF-WAYLINEFIRE TRUCKTURNAROUNDIMPROVEDOPEN SPACE B10' S2 SCREENING (6' TALL HEDGEROW AND 1 TREE EVERY 30')APPROXIMATECENTERLINEOF THE ROAD10' S1 SCREENING (3' TALL HEDGEROW AND 1 TREE EVERY 50')10' S1 SCREENING (3' TALL HEDGEROW AND 1 TREE EVERY 50')5' WIDE PUBLIC SIDEWALK10' NATURAL BUFFER/UNIMPROVEDOPEN SPACE20' SIDE SETBACK40' REAR SETBACK20' SIDE SETBACK10' NATURAL BUFFER/UNIMPROVEDOPEN SPACE40' NATURAL BUFFER/UNIMPROVEDOPEN SPACEEX. OVERHEADELECTRIC WITHIN30' EASEMENTEX. FIRE HYDRANTPARKING LANDSCAPEISLAND AND TREE (TYP.)EX. EDGE OFPAVEMENTEX. CONCRETEDRIVEWAY TO BEABANDONEDPROPERTY LINE (TYP.)PARCEL 07045015OWNER: HONEYCUTT FAMILY FARMS LLCZONING: SF-1, MIXED-USE OVERLAY (INDIAN TRAIL)USE: FARMADJACENT PROPERTY OWNERSPARCEL IDNAMEMAILING ADDRESS07045015HONEYCUTT FAMILY FARMS LLC6510 SECREST SHORTCUT RD, INDIAN TRAIL, NC 2807907042001PAUL C & FAITH W LEVERING5817 WOODY GROVE RD, INDIAN TRAIL, NC 280790042003ARBOR GLEN COMMUNITY ASSOCIATION INCC/O COMMUNITY ASSOCIATION MANAGEMENT, CHARLOTTE, NC 2827107042088FKH SFR PROPCO ALPC/O FIRSTKEY HOMES LLC, ATLANTA, GA 3033907042089VALENTINA POMERLYAN1021 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042090REGINALD T JENKINS & MELISSA BROWN-JENKINS1019 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042091JOHN MICHAL & ALICIA PAULSEN VAN HEESCH1017 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042092ERVING & ZULMA TORRES1015 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042093NIKITA IGOREVICH SAVCHENKO & OLENA PATRISIIA HYNKU1013 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042094ASSEFA FOLLE & YODIT ADMASU1011 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042095MIGUEL A ELCORROBARRUTIA1009 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042096GEBREGIRHANE T ASFEHA & ASTER Z GEBRE1007 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042097JOHN CHARLES CLARK JR1855 SAINT THOMAS RD, VISTA, CA 9208107042098FRANCIS MARINO JR & ANGELA MARINO1003 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042139ARBOR GLEN COMMUNITY ASSOCIATION INCC/O COMMUNITY ASSOCIATION MANAGEMENT, CHARLOTTE, NC 2827107021335ABONTERRA VILLAGE HOMEOWNERS ASSOCIATION INC2403 BONTERRA BLVD, INDIAN TRAIL, NC 2807907021335PINE CREEK LAND COMPANY LLCPO BOX 219, MARSHVILLE, NC 28103PARCEL 07042001OWNER: PAUL & FAITH LEVERINGZONING: SF-1, MIXED-USE OVERLAY (INDIAN TRAIL)USE: VACANT/WOODEDPARCEL 07042003OWNER: ARBOR GLEN COMMUNITY ASSOCIATION INCZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIAL OPEN SPACEPARCEL 07042003OWNER: ARBOR GLEN COMMUNITY ASSOCIATION INCZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIAL OPEN SPACEPARCEL 07042088OWNER: FKH SFRPROPCO ALPZONING: SF-1 (IT)USE: RESIDENTIALPARCEL 07042089OWNER: VALENTINAPOMERLYANZONING: SF-1 (IT)USE: RESIDENTIALPARCEL 07042090OWNER: REGINALD JENKINS & MELISSABROWN-JENKINSZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042091OWNER: MICHAL & ALICIA VAN HEESCHZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042092OWNER: ERVING & ZULMA TORRESZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042093OWNER: NIKITA SAVCHENKO & OLENAHYNKUZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042094OWNER: ASSEFA FOLLE & YODITADMASUZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042095OWNER: MIGUELELCORROBARRUTIAZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042096OWNER: GEBREGIRHANE ASFEHA &ASTER GEBREZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042097OWNER: CHARLES CLARK, JRZONING: SF-1 (INDIAN TRAIL)USE: RESIDENTIALPARCEL 07042098OWNER: FRANCIS& ANGELA MARINOZONING: SF-1 (IT)USE: RESIDENTIALPARCEL 07042139OWNER: ARBORGLEN COMMUNITYASSOCIATION INCZONING: SF-1 (IT)USE: RESIDENTIALOPEN SPACE100 YEAR FLOOD LINE(PRELIMINARY FEMAMAP 3710541800K03/31/2023)FIRE TRUCK SPECIFICATIONS1" = 40'PROPERTY LINE (TYP.)EXISTINGRIGHT-OF-WAY LINEPROPOSEDRIGHT-OF-WAY LINEPROPERTY LINE (TYP.)EXISTINGRIGHT-OF-WAY LINEPARKING SHRUBS (TYP.)IMPROVEDOPEN SPACE ATEMPORARY VENDORTENT (TYP.)100' RIPARIAN STREAM BUFFER9,600 SF SINGLESTORY BUILDINGOFFICE/DRIVERSEDUCATION(2,400 SF)INDOORARTISANMARKET(7,200 SF)OUTDOORARTISANMARKET(14,500 SF)ROLL-UPDOORSTERMINATE PUBLICSIDEWALK AT RIPARIANSTREAM BUFFER. EXTENSIONTHROUGH BUFFER ANDOVER STREAM TO BECOMPLETED BY COUNTY ORNCDOT DURING FUTUREROADWAY EXPANSION.PARCEL 07021335AOWNER:BONTERRAVILLAGE HOAZONING: CZ-SF5 (IT)USE: VACANTPARCEL 07021335OWNER: PINECREEK LANDCOMPANY LLCZONING: CZ-SF5 (IT)USE: WOODEDPARCEL 07042002OWNER: SECRESTSHORT CUTVENTURES LLCZONING: L-I (IT)USE: WOODEDMONUMENT SIGNDEVELOPMENT VISION:OWNER ENVISIONS PROPERTY AS A GATHERING PLACE FOR LOCALARTISANS AND FARMERS TO DISPLAY AND SELL THEIR LOCALLY MADECRAFTS AND PRODUCE. THE INDOOR ARTISAN MARKET WILL BE OPENYEAR ROUND. THE OUTDOOR ARTISAN MARKET WILL BE OPEN ONPREARRANGED DAYS AS WEATHER ALLOWS.THE PROPOSED BUILDING WILL ALSO BE THE HOME OF A DRIVERSEDUCATION SCHOOL FOCUSING ON HELPING PREPARE NEW DRIVERS.OUTDOORARTISANMARKET(9,000 SF)IMPROVEDOPEN SPACE C40' STREET SETBACKDUKE ENERGYPOWER TOWERCONCRETE PATIO40' REAR SETBACKFEMA FLOODWAY(PRELIMINARY FEMA MAP3710541800K 03/31/2023)C:\Users\magic\Rosenau Engineering\GP Eng - Rosenau Engineering - Documents\General\25108 - Kempo - Secrest Site Plan\Cad\Id\Planset\25108 SP.dwg, 8/22/2025 1:18:46 PM, ARCH full bleed D (24.00 x 36.00 Inches) 28 Real Prope rty Appraise rs an d Consul tants 1125 East Morehead Street, Su ite 202, Charlott e, North Carolina 28204 Telephone: 704-334-4686 Web: www.tbharrisjr.com (SECREST 25-112\Impact Study) July 11, 2025 Mehmet Ilik ilikmehmet00@gmail.com RE: Impact Study – Proposed Flea Market (Artisan Market) and Office Building, Secrest Short Cut Road, Union County, NC. Dear Mr. Ilik: At your request, we have prepared a summary of our findings relating to an impact study of surrounding developments for a proposed flea market and office building development. The study evaluates real estate transactions for comparable properties near the same or a similar use elsewhere to determine if the development will harm property values. Our analysis focuses on whether the proposed development will injure the value of surrounding property. To determine the impact, if any, the consultant focuses research on a neighborhood overview as well as an analysis on the proposed development’s conformity with the surrounding neighborhood. We then research similar developments with adjacent or nearby sales and then compare those sales to similar sales further away. This attempts to isolate any potential influence from the development. In order to assess conformity with the surrounding neighborhood, we have researched the future land use plan for the subject’s neighborhood and nearby proposed developments. We also compare sales on adjacent properties to those for non-adjacent properties and then analyze the results. It is noted that when selecting data to analyze, we select comparable developments that also include a flea market development. We have also selected other more intensive commercial uses such as car washes and collision centers. The best available data was selected and included in this study. 29 IMPACT STUDY – PROPOSED FLEA MARKET Page 2 of 27 (SECREST 25-112\Impact Study) PROPOSED DEVELOPMENT The subject property will be a Flea/Artisan Market and Office Building on an 11.859-acre tract at 6615 Secrest Short Cut Road in Indian Trail, Union County, NC. The property is currently mostly vacant except for a Duke Energy Power Tower and a 150’ wide easement bisects the property. The property is planned for a 9,600 square foot indoor artisan market to include a 7,200 square foot flea market and a 2,400- square-foot office area to be used for a driving school. It will have 63 spaces for parking. Currently the closest homes are 90 feet away or more from the property line. The development includes a 10-foot natural buffer followed by a 10-foot screening buffer including 6’ hedges and trees every 40 feet. The proposed outdoor parking and the outdoor artisan market area are on the other side of the buffers from the homes. The proposed office and market building is over 300 feet away from any homes. Surrounding uses include vacant farmland, woodland, HOA land and single family homes generally ranging between 1,800 and 3,000 square feet and built in the early 2000’s. Recent sales are near $400,000. An aerial, site plan, photographs and area map are shown to follow. 30 IMPACT STUDY – PROPOSED FLEA MARKET Page 3 of 27 (SECREST 25-112\Impact Study) AERIAL 31 IMPACT STUDY – PROPOSED FLEA MARKET Page 4 of 27 (SECREST 25-112\Impact Study) CONDITIONAL ZONING PLAN 32 IMPACT STUDY – PROPOSED FLEA MARKET Page 5 of 27 (SECREST 25-112\Impact Study) CONDITIONAL ZONING PLAN DETAILS 33 IMPACT STUDY – PROPOSED FLEA MARKET Page 6 of 27 (SECREST 25-112\Impact Study) FRONTAGE FACING NORTH FRONTAGE FACING SOUTH VIEW OF SITE VIEW OF SITE DUKE POWER TOWER AND SUBJECT INTERIOR REAR OF ADJACENT BOWLING ALLEY AND SUBJECT SITE 34 IMPACT STUDY – PROPOSED FLEA MARKET Page 7 of 27 (SECREST 25-112\Impact Study) VIEW OF TYPICAL HOME ADJACENT TO SUBJECT VIEW OF SITE THROUGH EASEMENT AREA FROM ADJACENT NEIGHBORHOOD AREA MAP 35 IMPACT STUDY – PROPOSED FLEA MARKET Page 8 of 27 (SECREST 25-112\Impact Study) Union County 2050 Future Land Use Plan Union County’s 2050 Land Use Plan serves as a guide for land use and development over the next 25 years. The plan will guide decisions affecting physical development and redevelopment within its planning jurisdictions. The close-ups of the subject area highlighted as “Employment Corridor” and are shown to follow. UNION COUNTY 2050 LAND USE MAP 36 IMPACT STUDY – PROPOSED FLEA MARKET Page 9 of 27 (SECREST 25-112\Impact Study) Secrest Short Cut Small Area Land Use Plan The Secrest Short Cut Land Use Plan serves as a guide for land use and development for the subject area. The subject area is highlighted as “Employment Corridor” and/or “Mixed Residential” and are shown to follow. SECREST SHORT CUT SMALL AREA PLAN SHOWING SUBJECT AS AN EMPLOYMENT CORRIDOR AND/OR MIXED-RESIDENTIAL 37 IMPACT STUDY – PROPOSED FLEA MARKET Page 10 of 27 (SECREST 25-112\Impact Study) Future Land Use Plan and Small Area Plan Conclusions The subject is designated for “Employment Corridor and/or “Mixed Residential” development in the plans. The proposed development appears consistent with the land use plans. Area Proposed and Approved Developments When evaluating the growth patterns of the subject’s neighborhood, we also consider proposed and approved developments. Recently a church, a manufacturing plant, a sewer plant and subdivisions were approved in the subject area. Currently, a tow truck lot is proposed northeast of the subject at Secrest Short Cut Road and Faith Church Road adjacent to the proposed Enclave, 18-lot subdivision. PROPOSED OR APPROVED DEVELOPMENTS NEAR SUBJECT Area Development Conclusions The subject area is growing, which indicates an increased demand for commercial development in the subject’s immediate neighborhood. Therefore, it is our opinion that the subject’s proposed use conforms with the growth patterns of the subject’s immediate neighborhood. 38 IMPACT STUDY – PROPOSED FLEA MARKET Page 11 of 27 (SECREST 25-112\Impact Study) Sales of Properties Near Comparable Developments We have analyzed sales in the past years of homes that are abutting a flea market development and sales that are not. The data indicates there is no detrimental impact or loss in value for home values that are closer to the development than similar homes in the same neighborhood. While efforts to include the most similar properties were made, we recognize that there are various influencing characteristics on value, other than location. These characteristics may include size, age and quality/condition. The analysis below intends to provide factual data. The comparable properties and houses were chosen based on their location in relation to one another with no information intentionally removed. The purpose of the analysis was to research the facts, followed by an analysis of the resulting information. Millers Flea Market – 3674 Highway 51, Fort Mill This approximate 31,000 square foot indoor flea market also has outdoor areas on over 15 acres. The property has been active as a flea market for decades and is one of the largest in the Charlotte MSA. Beginning in 2018, Pulte Homes built many single-family homes as part of the McCullogh subdivision. We have researched the homes closest to the flea market and compared them to the homes further away. The three sales near the flea market ranged from $119 to $123 per square foot and the sales away from the flea market ranged from $105 to $130 per square foot. There is no evidence that being near the flea market impacted values negatively. An overview follows. 39 IMPACT STUDY – PROPOSED FLEA MARKET Page 12 of 27 (SECREST 25-112\Impact Study) AERIAL RED = FLEA MARKET BLUE = SALE NEAR FLEA MARKET GREEN = SALE AWAY FROM FLEA MARKET Address Date Price Size (SF) Year Built Acre Price/SF Note 6010 Willow Branch Ct. 2-Apr-18 399,915$ 3,320 2018 0.32 120$ 60' to property line 6016 Willow Branch Ct. 4-May-18 366,825$ 3,080 2018 0.27 119$ 60' to property line 6022 Willow Branch Ct. 10-Apr-18 421,705$ 3,424 2018 0.36 123$ 60' to property line Average 121$ Address Date Price Size (SF) Year Built Acre Price/SF Note 6021 Willow Branch Ct. 29-Nov-20 524,999$ 4,238 2020 0.4 124$ 150' to property line 6015 Willow Branch Ct. 22-May-18 434,500$ 4,135 2018 0.4 105$ 250' to property line 6009 Willow Branch Ct. 22-Apr-18 400,345$ 3,068 2018 0.36 130$ 250' to property line 8908 Gladden Hill Lane 21-Oct-19 380,455$ 2,960 2018 0.28 129$ 400' to property line Average 122$ Sales Closer to Flea Market Sales Away from Flea Market 40 IMPACT STUDY – PROPOSED FLEA MARKET Page 13 of 27 (SECREST 25-112\Impact Study) As part of our analysis, we also examine sales around other uses most similar to flea markets and offices as we could research. 6415 Wilkinson Boulevard – AquaWave Car Wash This 5,120 square foot car wash was built in 2015 and is a full service drive thru. The four sales near the car wash ranged from $234 to $355 per square foot and the sales away from the car wash ranged from $195 to $317 per square foot. There is no evidence that being near the development impacted values negatively. Address Date Price Size (SF) Year Built Acre Price/SF 114 Live Oak Ave. 19-Aug-22 215,000$ 844 1920 0.18 255$ 114 Live Oak Ave. 25-Apr-24 269,000$ 844 1920 0.18 319$ 114 Live Oak Ave. 2-Aug-24 283,000$ 844 1920 0.18 335$ 108 Live Oak Ave. 19-Jul-24 170,000$ 727 1920 0.18 234$ Address Date Price Size (SF) Year Built Acre Price/SF 113 Rankin St. 25-May-23 245,000$ 864 1920 0.17 284$ 109 Rankin St. 9-Mar-21 250,000$ 1344 1920 0.2 186$ 105 Rankin St. 13-Feb-24 275,500$ 869 1920 0.18 317$ 101 Rankin St. 8-Feb-22 295,000$ 1512 1920 0.2 195$ Sales Away from Car Wash Sales Near Car Wash 41 IMPACT STUDY – PROPOSED FLEA MARKET Page 14 of 27 (SECREST 25-112\Impact Study) AERIAL RED = CAR WASH BLUE = SALE NEAR CAR WASH GREEN = SALE AWAY FROM CAR WASH 42 IMPACT STUDY – PROPOSED FLEA MARKET Page 15 of 27 (SECREST 25-112\Impact Study) 1817 E. Franklin Boulevard – Sams Xpress Car Wash This 3,993 square foot car wash is west of the subject and was built in 2016 and is a full-service drive thru. The two sales near the car wash ranged from $126 to $134 per square foot and the sales away from the car wash ranged from $71 to $169 per square foot. There is no evidence that being near the car wash impacted values negatively. Address Date Price Size (SF) Year Built Acre Price/SF 1918 Country Club Rd. 6-Aug-24 350,000$ 2616 1938 1.28 134$ 2008 Country Club Rd. 18-Feb-22 299,000$ 2381 1935 0.57 126$ Address Date Price Size (SF) Year Built Acre Price/SF 225 Ridge Lane 29-Jul-24 445,000$ 3703 1951 0.69 120$ 1841 Country Club Rd. 18-Mar-20 175,000$ 2455 1925 0.56 71$ 1740 Montclaire Ave. 2-Oct-20 550,000$ 5303 1962 1.04 104$ 1712 Montclaire Ave. 19-May-20 235,000$ 2898 1966 0.46 81$ 1701 Montclaire Ave. 11-Apr-25 330,000$ 2712 1964 0.39 122$ 1705 Montclaire Ave. 8-Jul-20 201,000$ 1972 1958 0.35 102$ 1825 Montclaire Ave. 24-Jun-21 315,000$ 1869 1969 0.42 169$ Sales Near Car Wash Sales Away from Car Wash 43 IMPACT STUDY – PROPOSED FLEA MARKET Page 16 of 27 (SECREST 25-112\Impact Study) AERIAL RED = CAR WASH BLUE = SALE NEAR CAR WASH GREEN = SALE AWAY FROM CAR WASH 44 IMPACT STUDY – PROPOSED FLEA MARKET Page 17 of 27 (SECREST 25-112\Impact Study) 3335 Victory Boulevard in Portsmouth, Virginia This is a similar RipTide car wash that was developed recently in Portsmouth, Virginia. It has homes in the rear. This 4,175 square foot car wash is a full service drive thru. The home sale directly behind the car wash sold for $210,000 or $233 per square foot. Three other sales not near the car wash sold for between $180,000 and $210,000 and $175 to $217 per square foot. There is no evidence that being near the car wash impacted values negatively. Address Date Price Size (SF) Year Built Acre Price/SF 101 Rapidan St 11-Sep-23 210,000$ 900 1960 0.18 233$ Address Date Price Size (SF) Year Built Acre Price/SF 3611 Greenwood Dr. 20-Apr-23 210,000$ 1200 1940 0.18 175$ 18 Median Pl. 7-Sep-22 180,000$ 900 1942 0.27 200$ 10 Median Pl. 25-Oct-22 185,000$ 852 1940 0.21 217$ Sales Near Car Wash Sales Away from Car Wash 45 IMPACT STUDY – PROPOSED FLEA MARKET Page 18 of 27 (SECREST 25-112\Impact Study) AERIAL RED = CAR WASH BLUE = SALE NEAR CAR WASH GREEN = SALE AWAY FROM CAR WASH 46 IMPACT STUDY – PROPOSED FLEA MARKET Page 19 of 27 (SECREST 25-112\Impact Study) Additional Sales Adjacent to Commercial Development We also researched sales of properties abutting comparable developments versus sales of properties not abutting comparable developments as well as sales of properties before and after the construction of a comparable development. There were limited available sales abutting comparable developments near the subject’s market and the best available data is included below. The first set of sales includes two parcels of commercial land that neighbor a Caliber Collision constructed in Fort Mill in 2018. The sales data shows there was no reduction in price per acre for neighboring commercial land after the construction of the Caliber Collision. Parcel:Date Price Size $/Acre Sale prior to Construction of Caliber 6440101556 8/19/2016 $872,500 2.83 $308,195 Sale after Construction of Caliber 6500000032 11/2/2018 $830,000 2.44 $340,164 2540 Highway 160 W Parcel: 6500000662 Built in 2018 47 IMPACT STUDY – PROPOSED FLEA MARKET Page 20 of 27 (SECREST 25-112\Impact Study) The second set of sales analyzed includes two residential properties. One sale was located adjacent to Certified Collision Services in Monroe and the second sale was a comparable dwelling that was not located adjacent to the Certified Collision Services. The sales did not show a decrease in value for being located adjacent to the automotive property. We recognize that there are various influencing characteristics on value, other than location. These characteristics may include size, age, and quality/condition. Parcel:Date Price Year Built Size $/SF Sale Adjacent: 09298103 9/5/2018 $137,000 1965 1,042 $131.48 Sale Non-Adjacent: 09298112 10/16/2019 $160,000 1971 1,350 $118.52 Certified Collision Services 3215 W Roosevelt Boulevard, Monroe Parcel: 09298097 48 IMPACT STUDY – PROPOSED FLEA MARKET Page 21 of 27 (SECREST 25-112\Impact Study) Additional General Research Regarding Impacts of Commercial Development We also researched a study of the impacts of commercial development on surrounding residential property values conducted by Jonathan A. Wiley, Ph.D., Associate Professor in the Department of Real Estate at Georgia State University. His study found that while retail developments may impact an initial negative price impact (typically during construction), following the completion of a new retail development, there is a sharp upward trend in surrounding residential property values within a 0.75-mile radius. Therefore, his study concluded that residential properties in an area slated for new retail development, overall sell at a significant premium compared to the residential properties that were outside of the 0.75-mile radius. The article goes on to say that while home- owners and brokers may have strong opinions to the contrary, the research concluded in his study did not find substantive evidence to support an overall or long-term negative impact on surrounding residential properties as a result of commercial development. IMPACT STUDY CONCLUSIONS As discussed in previous sections, the subject’s proposed development is consistent with the neighborhood and in conformity with the projected growth patterns based on Future Land Use Plans. We also consider the neighboring residential properties and the potential impact, if any, to the residential properties. Based on data analyzed in the impact analysis, there is no detrimental impact on neighboring properties, and the use conforms to the neighborhood. The data outlined above includes an analysis of existing development and growth patterns for the subject’s neighborhood as well as a comparable summary of sales of properties abutting comparable developments. The analysis above intends to provide factual data gathered from the subject and surrounding markets. The purpose of the analysis was to 49 IMPACT STUDY – PROPOSED FLEA MARKET Page 22 of 27 (SECREST 25-112\Impact Study) research the facts, followed by an analysis of the resulting information. Sincerely yours, T. B. HARRIS, JR. & ASSOCIATES Benjamin H. Curran, MAI 50 IMPACT STUDY – PROPOSED FLEA MARKET Page 23 of 27 (SECREST 25-112\Impact Study) ADDENDA 51 IMPACT STUDY – PROPOSED FLEA MARKET Page 24 of 27 (SECREST 25-112\Impact Study) CERTIFICATION OF THE APPRAISER I, Benjamin H. Curran, certify that, to the best of my knowledge and belief, 1. The statements of fact contained in this report are true and correct. 2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved. 4. I have performed no services, as an appraiser or in any other capacity, regarding the property that is the subject of this report within the three-year period immediately preceding acceptance of this assignment. 5. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 6. My engagement in this assignment was not contingent upon developing or reporting predetermined results. 7. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. 8. The reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice . 9. As of the date of this report, I have completed the continuing education program for Designated Members of the Appraisal Institute. 10. The reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics and Standards of Professional Practice of the Appraisal Institute. 11. The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. 12. I have made a personal inspection of the property that is the subject of this report. 13. No one provided significant real property appraisal assistance to the person(s) signing this certification other than those individuals having signed the attached report. Benjamin H. Curran, MAI (NC State Certified General Real Estate Appraiser # A7120) (SC State Certified General Real Estate Appraiser #6879) July 11, 2025 Date 52 IMPACT STUDY – PROPOSED FLEA MARKET Page 25 of 27 (SECREST 25-112\Impact Study) QUALIFICATIONS OF THE APPRAISER Benjamin H. Curran, MAI T.B. Harris, Jr. & Associates 1125 E. Morehead Street, Ste. 202 Charlotte, North Carolina 28204 (704) 334-4686 EDUCATION AND CREDENTIALS  University of South Carolina Bachelor of Arts Degree in Finance and Real Estate 2001 - 2005 North Carolina Real Estate Education, Inc. R-1 - Introduction to Real Estate Appraisal, 2005 R-2 - Valuation Principles and Procedures, 2006 R-3 - Applied Residential Property Valuation, 2006 USPAP Uniform Standards of Professional Appraisal Practice, 2006 G1 - Introduction to Income Property Appraisal, 2007 G2 - Advanced Income Capitalization, 2007 G3 - Applied Income Property Valuation, 2007  Appraisal Institute Advanced Concepts & Case Studies, 2014 General Demonstration Report-Capstone, 2014 General Demonstration Report Writing, 2014 Advanced Internet Search Strategies, 2013 Advanced Sales Comparison & Cost Approaches, 2011 Advanced Income Capitalization, 2010 General Appraiser Report Writing and Case Studies, 2010 General Market Analysis and Highest and Best Use, 2009 Business Practices and Ethics, 2008  Confirmed Expert Witness for Real Estate Appraisal Mecklenburg County Cumberland County Rowan County 53 IMPACT STUDY – PROPOSED FLEA MARKET Page 26 of 27 (SECREST 25-112\Impact Study) AFFILIATIONS AND ACTIVITIES  South Carolina Certified General Real Estate Appraiser, 2011 to present, License No. 6879  North Carolina Certified General Real Estate Appraiser, 2009 to present, License No. A7120  Member Appraisal Institute # 498545  North Carolina State Registered Trainee, 2006 to 2009, Certificate No. T4475 RELATED EXPERIENCE  T.B. Harris, Jr. & Associates Charlotte, North Carolina July 2009-Present – Appraiser, participating in all aspects of the appraisal process.  T.B. Harris, Jr. & Associates Charlotte, North Carolina May 2006-June 2009 – Registered trainee, participating in all aspects of the appraisal process. RESEARCH EXPERIENCE A partial list of types of properties appraised include: Apartment Complexes Childcare Facilities Churches Condemnation Cases Condominiums (Office and Flex) Convenience Stores Drugstores Fast-Food Restaurants Industrial Properties Institutional Properties Medical Office Properties Mini-Storage Facilities Mixed-Use Properties Office Properties Restaurants Retail Buildings Shopping Centers Service Stations Takings and Rights-of-Way Acquisitions 54 IMPACT STUDY – PROPOSED FLEA MARKET Page 27 of 27 (SECREST 25-112\Impact Study) Townhouse Complexes Vacant Land Veterinary Clinics Hotels CLIENTELE Attorneys, Investors, and Individuals Bank of America Bissell Hayes Branch, Banking & Trust (BB&T) Catawba Lands Conservancy Central Carolina Bank Charlotte Douglas International Airport Citizens Financial Group, Inc. City of Charlotte Duke Energy Company First Charter Bank GVA Lat Purser & Associates Incorporated Lincoln Harris RBC Centura Bank Regions Bank SouthTrust Bank Statesville Regional Airport Wachovia Corporation 55 56 57 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map (“Zoning Map”); and WHEREAS, Union County has received rezoning petition (CZ-2024-005) submitted by Karmyne Milton (the “Applicant”), requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 11.958 acres appearing on the tax map as tax parcel 07-042-002A along Secrest Short Cut Road from R-20 to B-4 with Conditions. WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition; and WHEREAS, the Board has determined that approval of the Rezoning Petition and rezoning the subject parcels from R-20 to B-4 with Conditions is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement. NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners as follows: 1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 07-042-002A in the Vance Township from R-20 to B-4 with Conditions. 2. The conditions accepted by the Applicant are hereby approved and incorporated into the B-4 with Conditions rezoning of the parcel. 3. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2025. ________________________________________ Chair, Union County Board of Commissioners 58 Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map The Union County Land Use Board recommended that the Union County Board of Commissioners deny the rezoning petition (CZ-2024-005) submitted by Karmyne Milton, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling 11.958 acres appearing on the tax map as tax parcel 07-042-002A along Secrest Short Cut Road from R- 20 to B-4 with Conditions. CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (CZ-2024-005) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that adoption of the proposed map amendment is consistent with the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the proposed map amendment (i) takes into account the need to amend the zoning map to meet the needs of the community, and (ii) is reasonable and in the public interest because: 1. The proposed use is consistent with the Plan. The Plan’s Land Use Map identifies this area as in an Employment Corridor. The Plan provides that a variety of employment uses may be appropriate along an Employment Corridor. Dependent on location and adjacent facilities, the Plan sets forth that development uses that may be appropriate include distribution, logistics, aeronautics, industrial and agri-business. Retail uses, while not specifically listed in the non-exhaustive list of potential uses in the Employment Corridor overlay, would be complementary with other employment uses and consistent with the uses contemplated in an Employment Corridor in the Plan. 2. Flea markets are allowed in this district with a special use permit. The applicant has included all information required for special use approval with the conditional zoning map amendment application, in accordance with Section 80.050-G(3) of the Unified Development Ordinance of Union County, North Carolina. 3. The use will increase business opportunities and business and economic development in Union County, which is a goal of the Plan. 4. The use set forth under the conditions would meet Union County development standards. 59 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) (CZ-2024-005) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that this rezoning petition is inconsistent with the Union County Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable and in the public interest because: 1. Although the proposed use is in an Employment Corridor as identified on the Plan’s Land Use Map, the Plan identifies certain examples of employment uses may be appropriate in an Employment Corridor. These examples of employment uses that may be appropriate include distribution, logistics, aeronautics, industrial, and agri-businesses. The particular retail use proposed here is materially different from, and inconsistent with, the types of uses contemplated in the Employment Corridor. 2. The proposed use will increase traffic along Secrest Short Cut Road. Traffic congestion is a noted concern in the Plan. 3. The commercials uses are immediately adjacent to existing residential uses, with a commercial use being of a markedly different characters from these immediately adjacent existing uses. 60 From:Brandi Deese To:Bjorn Hansen; Cheri Clark; mayorpres@aol.com Subject:RE: Proposed rezoning on Secrest Short Cut Date:Friday, July 12, 2024 11:00:15 AM Attachments:image001.png image002.png WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn – Thank you for sharing and allowing us to comment. Indian Trail has had multiple conversations with the property owners and various potential buyers due to it being in a doughnut hole area. We provided several options for development of the property (several residential options & light industrial options). The floodplain and utility easements consume most of the lot and the options are limited by those factors regardless of the land use. The Secrest Shortcut Small area plan that the Town and the County adopted calls for this parcel to be medium density residential and open space/environmentally sensitive. The Town of Indian Trail’s Comprehensive plan calls for the same as well. The Town of Indian Trail strongly opposes this request and especially with the limited amount of information provided. Thank you! Microsoft Word - Secrest Short Cut Road Small Area Plan - Adopted (10.15.2018).docx (indiantrail.org) Comprehensive Town Plan | Indian Trail, NC Brandi C. Deese, MPA, AICP, CNU-A Planning Director Town of Indian Trail 315 Matthews-Indian Trail Road PO Box 2430 Indian Trail, NC 28079 Office: 704-821-5401 Email: bcd@indiantrail.org Development Projects Page From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Wednesday, July 10, 2024 10:28 AM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut Here are both. One is a JPEG map and the other is a PDF site plan. Bjorn E. Hansen, AICP CTP 61 Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Brandi Deese bcd@indiantrail.org Sent: Wednesday, July 10, 2024 10:27 AM To: Bjorn Hansen bjorn.hansen@unioncountync.gov; Cheri Clark cheri.clark@lakeparknc.gov; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn – The second attachment would not pull up correctly . . . could you resend? Thank you! Brandi C. Deese, MPA, AICP, CNU-A Planning Director Town of Indian Trail 315 Matthews-Indian Trail Road PO Box 2430 Indian Trail, NC 28079 Office: 704-821-5401 Email: bcd@indiantrail.org Development Projects Page From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Tuesday, July 9, 2024 3:26 PM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: Proposed rezoning on Secrest Short Cut Good afternoon, We have a proposed flea market and driving school on Secrest Short Cut and want to include municipal comments as part of our staff report. Please let me know what comments you may have by early August. 62 Thanks, Bjorn Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov Union County Government 500 North Main Street, Suite 70 Monroe, NC 28112 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. Pursuant to North Carolina General Statutes Chapter 132, Public Records, this electronic mail message and any attachments hereto, as well as any electronic mail message(s) that may be sent in response to it may be considered public record and as such are subject to request and review. Pursuant to North Carolina General Statutes Chapter 132, Public Records, this electronic mail message and any attachments hereto, as well as any electronic mail message(s) that may be sent in response to it may be considered public record and as such are subject to request and review. 63 From:Cheri Clark To:Bjorn Hansen Subject:RE: Proposed rezoning on Secrest Short Cut Date:Monday, July 22, 2024 3:41:40 PM Attachments:image001.png image002.png WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn, The Village of Lake Park is not in favor of the rezoning due to traffic concerns. Kindest Regards, Cheri Clark Village Administrator/Clerk Village of Lake Park P. O. Box 219 3801 Lake Park Road Lake Park, NC 28079 (704)882-8657x101 E-mail correspondence to and from this address may be subject to the North Carolina Public Records Law “NCGS.Ch. 132” and may be disclosed to third parties. From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Wednesday, July 10, 2024 11:03 AM To: Cheri Clark <cheri.clark@lakeparknc.gov>; Brandi Deese <bcd@indiantrail.org>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut It would be a school for student drivers, so assume teenagers. The configuration for the building has not been determined. That will be a site plan review question. And the S2 (trees and shrubs) screening would be based on a B-4 zoning classification, which is 40’ feet front and rear and 20’ on the sides. That will be another comment since they are referencing the setback requirements for R-20 (the current zoning) in the lower right corner. They already show sufficient setbacks so the plan won’t change based on that comment. Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov 64 unioncountync.gov E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Cheri Clark <cheri.clark@lakeparknc.gov> Sent: Wednesday, July 10, 2024 10:31 AM To: Bjorn Hansen <bjorn.hansen@unioncountync.gov>; Brandi Deese <bcd@indiantrail.org>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn, Is the Driving School a proposed truck driving school and is the Flea Market open stalls like the one on 74 or enclosed buildings? What type of screening would be involved for the commercial site? Kindest Regards, Cheri Clark Village Administrator/Clerk Village of Lake Park P. O. Box 219 3801 Lake Park Road Lake Park, NC 28079 (704)882-8657 E-mail correspondence to and from this address may be subject to the North Carolina Public Records Law “NCGS.Ch. 132” and may be disclosed to third parties. From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Wednesday, July 10, 2024 10:28 AM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut Here are both. One is a JPEG map and the other is a PDF site plan. Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department 65 T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Brandi Deese bcd@indiantrail.org Sent: Wednesday, July 10, 2024 10:27 AM To: Bjorn Hansen bjorn.hansen@unioncountync.gov; Cheri Clark cheri.clark@lakeparknc.gov; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn – The second attachment would not pull up correctly . . . could you resend? Thank you! Brandi C. Deese, MPA, AICP, CNU-A Planning Director Town of Indian Trail 315 Matthews-Indian Trail Road PO Box 2430 Indian Trail, NC 28079 Office: 704-821-5401 Email: bcd@indiantrail.org Development Projects Page From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Tuesday, July 9, 2024 3:26 PM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: Proposed rezoning on Secrest Short Cut Good afternoon, We have a proposed flea market and driving school on Secrest Short Cut and want to include municipal comments as part of our staff report. Please let me know what comments you may have by early August. Thanks, 66 Bjorn Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov Union County Government 500 North Main Street, Suite 70 Monroe, NC 28112 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. Pursuant to North Carolina General Statutes Chapter 132, Public Records, this electronic mail message and any attachments hereto, as well as any electronic mail message(s) that may be sent in response to it may be considered public record and as such are subject to request and review. 67 From:Kevin Pressley To:Bjorn Hansen; Cheri Clark; Brandi Deese Subject:Re: Proposed rezoning on Secrest Short Cut Date:Wednesday, July 10, 2024 11:43:31 AM Attachments:image001.png image002.png WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn Thanks for reaching out We really appreciate your willingness to involve surrounding municipalities for input as it will definitely effect all of us As far as Hemby Bridge, we have experienced numerous requests for commercial zoning in the past couple of years, which has force the board to draw a hard line against rezoning, especially from residential to commercial located in residential areas The town would request that the county to deny the rezoning Thanks again Kevin Sent from the all new AOL app for iOS On Wednesday, July 10, 2024, 11:03 AM, Bjorn Hansen <bjorn.hansen@unioncountync.gov> wrote: It would be a school for student drivers, so assume teenagers. The configuration for the building has not been determined. That will be a site plan review question. And the S2 (trees and shrubs) screening would be based on a B-4 zoning classification, which is 40’ feet front and rear and 20’ on the sides. That will be another comment since they are referencing the setback requirements for R-20 (the current zoning) in the lower right corner. They already show sufficient setbacks so the plan won’t change based on that comment. Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. 68 From: Cheri Clark <cheri.clark@lakeparknc.gov> Sent: Wednesday, July 10, 2024 10:31 AM To: Bjorn Hansen <bjorn.hansen@unioncountync.gov>; Brandi Deese <bcd@indiantrail.org>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Bjorn, Is the Driving School a proposed truck driving school and is the Flea Market open stalls like the one on 74 or enclosed buildings? What type of screening would be involved for the commercial site? Kindest Regards, Cheri Clark Village Administrator/Clerk Village of Lake Park P. O. Box 219 3801 Lake Park Road Lake Park, NC 28079 (704)882-8657 E-mail correspondence to and from this address may be subject to the North Carolina Public Records Law “NCGS.Ch. 132” and may be disclosed to third parties. From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Wednesday, July 10, 2024 10:28 AM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut Here are both. One is a JPEG map and the other is a PDF site plan. Bjorn E. Hansen, AICP CTP Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov 69 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. From: Brandi Deese bcd@indiantrail.org Sent: Wednesday, July 10, 2024 10:27 AM To: Bjorn Hansen bjorn.hansen@unioncountync.gov; Cheri Clark cheri.clark@lakeparknc.gov; mayorpres@aol.com Subject: RE: Proposed rezoning on Secrest Short Cut WARNING: This email originated from outside of Union County Government, be cautious when clicking on links or opening attachments. Good Morning Bjorn – The second attachment would not pull up correctly . . . could you resend? Thank you! Brandi C. Deese, MPA, AICP, CNU-A Planning Director Town of Indian Trail 315 Matthews-Indian Trail Road PO Box 2430 Indian Trail, NC 28079 Office: 704-821-5401 Email: bcd@indiantrail.org Development Projects Page From: Bjorn Hansen <bjorn.hansen@unioncountync.gov> Sent: Tuesday, July 9, 2024 3:26 PM To: Brandi Deese <bcd@indiantrail.org>; Cheri Clark <cheri.clark@lakeparknc.gov>; mayorpres@aol.com Subject: Proposed rezoning on Secrest Short Cut Good afternoon, We have a proposed flea market and driving school on Secrest Short Cut and want to include municipal comments as part of our staff report. Please let me know what comments you may have by early August. Thanks, Bjorn Bjorn E. Hansen, AICP CTP 70 Senior Planner – Long Range Planning | Planning Department T 704.283.3690 bjorn.hansen@unioncountync.gov unioncountync.gov Union County Government 500 North Main Street, Suite 70 Monroe, NC 28112 E-mail correspondence to and from this sender may be subject to the North Carolina Public Records law and may be disclosed to third parties. If you are not the intended recipient of this e-mail, please contact the sender immediately. Pursuant to North Carolina General Statutes Chapter 132, Public Records, this electronic mail message and any attachments hereto, as well as any electronic mail message(s) that may be sent in response to it may be considered public record and as such are subject to request and review. 71 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-686 Agenda Date:11/17/2025 TITLE:..title Public Hearing - Rezoning Petition RA-2025-010 Haney INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTIONS: None. BACKGROUND: This case is requesting to rezone one parcel totaling 0.51 acres appearing on the tax map as tax parcel 091-31-001 located on Pageland Highway from RA-40 to Highway Corridor. The rezoning request is a straight rezoning, so there are no conditions associated with this request. The Land Use Board evaluated this proposal at its October 21 meeting and recommended approval on a 5-1 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i)Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i)Deny rezoning petition RZ-2025-010 from Mike Haney; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™72 . . . Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Planning Staff Report - Rezoning Case # RZ-2025-010 Staff Contact: Bjorn Hansen, Senior Planner Summary of Request This case is requesting to rezone one parcel totaling 0.51 acres appearing on the tax map as tax parcel 091-31-001 located on Pageland Highway from RA-40 to Highway Corridor. The rezoning request is a straight rezoning, so there are no conditions associated with this request. Owner/Applicant Owner: McKagney Investments, LLC 1000 Dataw Lane Indian Trail, NC 28079 Applicant: Mike Haney 1000 Dataw Lane Indian Trail, NC 28079 Property Information Location: On the west side of Pageland Highway south of Eudy Road. Location more specifically described as tax parcel 091-31-001. 73 unioncountync.gov Municipal Proximity: The site is nearly a mile south of the City of Monroe. Existing Land Use and Development Status: The parcel is currently zoned RA-40 and is undeveloped. Site North of Site South of Site Opposite Site 74 unioncountync.gov Environmental Features: There are no streams, wetlands or floodplain on site. 75 unioncountync.gov Utilities: Public water and sewer are not available to the site. Zoning and Land Use History: The parcel site has been zoned RA-40 since zoning was initiated. A 2.43 acre site approximately one half mile north was proposed for rezoning to B-4 in 1989, but was denied. A 6.391 acre site approximately 2/3 of a mile north of the site was rezoned to Light Industrial in 2023. A special use permit for the permanent location of a mobile home approximately 1,000 feet north of the site was approved in 1981. 76 unioncountync.gov Schools: Because this rezoning request is commercial in nature, UCPS was not consulted for comments. Transportation: This site is on US 601, which is a NCDOT-maintained facility. This section of US 601 carries approximately 12,500 vehicles per day. There are no funded road improvement projects in the immediate vicinity of the rezoning. A traffic Impact Analysis (TIA) was not required for this rezoning. Because there are no proposed uses with the rezoning, staff are unable to assess impacts on the corridor. 77 unioncountync.gov Planning Documents Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as an Employment Corridor overlaid upon Rural Residential. The proposed zoning district is therefore considered appropriate, although the small size of the site could result in strip development if duplicated along the corridor. A lack of utilities may mean that the site cannot be fully utilized with a significant number of employees or customers. 78 unioncountync.gov Land Use Board Recommendation Public and Municipal Comments Public Comments: A community meeting was not required since this is not a conditional rezoning request. No one spoke at the October 21 Land Use Board meeting. Municipal Comments: Monroe was not consulted due to the distance to their municipal limits. The Land Use Board evaluated this rezoning request at its October 21, 2025, meeting. The Board recommended approval on a 5-1 vote, citing consistency with the land use map. 79 unioncountync.gov Staff Comments and Recommendation This part of Union County is identified for employment uses as an overlay over rural residential and agricultural land uses. Because this is a straight rezoning request, all potential uses must be considered when making a recommendation. The small size of the parcel, lack of utilities, plus recent stormwater detention requirements result in reduced available land even before considering significant buffer and setback requirements as a percentage of the overall parcel. Any use with employees or customers would require bathrooms, necessitating septic and well being located on site, which means uses without employees may be the most appropriate uses on site. US 601 is a high-speed multi-lane corridor, and having multiple small commercial properties along the corridor, each with their own driveway, could result in an unattractive stripped environment that would reduce the utility of the highway and be inconsistent with the Employment Corridor designation. Because of these aspects of the development, staff recommend denial of this rezoning application. 80 Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (RZ-2025-010) submitted by Mike Haney, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 0.51 acres appearing on the tax map as tax parcel 09-131-001 along US 601 from RA-40 to Highway Corridor (HC). CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (RZ-2025-010) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that adoption of the proposed map amendment is consistent with the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the proposed map amendment (i) takes into account the need to amend the zoning map to meet the needs of the community, and (ii) is reasonable and in the public interest because: 1. The proposed use is consistent with the Plan. The Plan’s Land Use Map identifies this area as Rural Residential with an Employment Corridor overlay. The Plan provides that a variety of employment uses may be appropriate along an Employment Corridor. Development uses that may be appropriate include distribution, logistics, aeronautics, industrial, and agri-business. A rezoning to Highway Corridor would allow for many of these development uses contemplated for an Employment Corridor under the Plan.. 2. The benefits to the community at large, the neighbors, and the property owners of the proposed rezoning outweigh any detriments to the neighbors and others caused by the rezoning. The benefits of this rezoning include potentially allowing for increased employment or business uses for the surrounding community to utilize, as well as developing an area designated in the Plan for development along a significant transportation corridor in the County. The potential detriments of the use established by this rezoning could include increased noise, light, and traffic exposure, as well as increased public services impacts. 81 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) (RZ-2025-010) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that this rezoning petition is inconsistent with the Union County Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable and in the public interest because: 1. Future allowed commercial use on the property under certain uses allowed in Highway Corridor districts could result in increased congestion on the roads and streets adjacent and nearby to the property. Traffic congestion is a noted concern in the Plan. 2. Certain uses allowed in a Highway Corridor zoning district are not employment uses that are contemplated uses in an Employment Corridor as identified in the Plan. 3. The proposed rezoning will facilitate ongoing and potential future industrial uses in close proximity to existing residential uses, including residential uses in areas identified as Rural Residential. 82 83 Letter of Intent Date: September 23, 2025 To: Union County Planning Department Reference: Straight Rezoning Request 2916 Pageland Hwy, Monroe NC 28110 Parcel # 091 31 001 My name is Michael Haney and I’m a long-time resident of Union County. I’ve recently acquired the .51-acre Pageland Highway parcel with the intention of developing a self- storage facility. This parcel is currently zoned RA 40 and I’m requesting a straight rezoning to Highway Corridor (HC). Zoning HC appears to be consistent with the intended use fronting highway 601 (Pageland Hwy). Sincerely, Mike Haney 704-497-6619 84 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map (“Zoning Map”); and WHEREAS, Union County has received rezoning petition RZ-2025-010 submitted by Mike Haney, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 0.51 acres appearing on the tax map as tax parcel 09-131-001 along US 601 from RA-40 to Highway Corridor (HC); and WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition; and WHEREAS, the Board has determined that approval of the Rezoning Petition and rezoning the subject parcels from RA-40 to Highway Corridor (HC) is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement. NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners as follows: 1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 09-131-001 along US 601 from RA-40 to Highway Corridor (HC). 2. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2025. ________________________________________ Chair, Union County Board of Commissioners 85 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-692 Agenda Date:11/17/2025 TITLE:..title Public Hearing - Union County Rural Land Use Plan and Land Use Map Amendments INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690 ACTION REQUESTED: Conduct public hearing for plan adoption and Land Use Map amendments. PRIOR BOARD ACTIONS: 1) May 6, 2024, Regular Meeting, Agenda Item # 24-289 - Authorize staff to apply for Green Growth Toolkit grant. 2) March 17, 2025, Regular Meeting, Agenda Item # 25-071 - Receive update on vision statement. 3) August 11, 2025, Regular Meeting, Agenda Item #25-483 - Receive update on draft strategies BACKGROUND: The steering committee has completed its work in developing a land use plan for the rural parts of Union County. The draft report summarizes the work of the committee, including its strategy recommendations, which are below: •Expand agricultural easement purchase program •Require contiguous areas for open space in major subdivisions •Express concern over impacts from bypasses •Limit major subdivisions in certain zoning districts •Expand rural area in Land Use Map •Add six rural centers to the Land Use Map •Flexibility for commercial uses in rural areas •Provide options for smaller developments impacted by open space requirements •Create a conservation development brochure The Soil and Water Conservation District and Land Use Board both reviewed and recommend the plan as submitted. A total of two comments have been received from the public. Both noted concern over impacts of growth and transportation projects on rural character and agriculture. FINANCIAL IMPACT: There are no impacts from the plan adoption. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™86 Rural Land Use Plan 87 . . . 1 Table of Contents 1. List of Figures and Tables…………………………………………………………. 2. Thanks and Acknowledgements………………………………………………… 3. Executive Summary……………………………………………………………….. 4. Union County 2050 and Rural Planning……………………………………….. 5. Rural Union County a. Development Pressure…………………………………………………… b. Agriculture………………………………………………………………….. 6. Field Research a. Catawba Lands Conservancy …………………………………………. b. NC Wildlife Resources Commission…………………………………….. 7. Visioning Process…………………………………………………………………… 8. Strategy Development…………………………………………………………… 9. Strategy Recommendations…………………………………………………….. 10. Conservation Strategies and Funding Sources………………………………. 11. Adoption…………………………………………………………………………….. 12. Conclusion…………………………………………………………………………… 2 3 4 5 7 9 11 17 19 21 25 28 31 32 88 2 List of Figures Figure 1: Union County Land use map……………………………………………. Figure 2: Union County development projects map…………………………… Figure 3: Union County minor subdivision dashboard…………………………. Figure 4: Photograph of agricultural land………………………………………… Figure 5: Photograph of logged timber……………………………………………. Figure 6: Photograph of recently planted agricultural land…………………… Figure 7: Map of priority environmental and agricultural land……………….. Figure 8: Map of Significant Natural Areas…………………………………………. Figure 9: Photograph of natural forested area…………………………………… Figure 10: Photograph of Monarch butterfly……………………………………….. Figure 11: Plan outreach flyer………………………………………………………… Figure 12: Strategy outreach StoryMap……………………………………………. Figure 13: Map of bypasses and expanded rural area…………………………. Figure 14: Photograph of steering committee chairman Allan Baucom…… List of Tables Table 1: Natural resources score matrix……………………………………..…….. Table 2: List of natural areas…………………………….………………………………. Table 3: Weight each metric provided for the farmland score………………. 5 7 8 8 9 9 12 14 17 17 19 21 23 24 13 14 15 89 3 Thanks and Acknowledgements The Union County Rural Land Use Plan is the result of many years of effort in helping preserve the essential aspects of Union County while guiding growth into the future. The process started in 2019 with the initiation of the Union County 2050 Comprehensive Plan. One of the recommendations was to create a rural land use plan for the half of Union County designated as rural. This plan is a result of that process. The Union County Board of Commissioners directed staff to initiate the process in early 2024, and Union County was awarded a $10,000 grant through the North Carolina Wildlife Resources Commission’s Green Growth Toolbox Program. This program provides support for local government planning projects that consider wildlife and natural resource conservation in land use and development planning, incentives and ordinances. Union County matched this grant with $10,000 to contract with the Catawba Lands Conservancy to provide technical assistance in analyzing Union County’s agricultural and environmental resources to help focus conservation efforts. Staff from the Commission and Conservancy were instrumental in helping ensure the Plan’s recommendations incorporated best practices for protecting agricultural lands and natural resources. Finally, Union County benefited from the insight and experience of County residents who served on the steering committee or provided comments during the Plan’s development. Board of County Commissioners Melissa Merrell, Chair Brian Helms, Vice-Chair Clancy Baucom Christina Helms Gary Sides Steering Committee Allan Baucom, Chair James Austin, Vice-chair Danyelle Crum Mick Noel Nick Long Jared Steele Laura Varela Land Use Board Darren Green, Chair Rick Davis, Vice-Chair Lawrence Britt Charles Walkup, Jr. Douglas McClew Mark Tilley Derrick Austin David Brooks Staff Lee Jenson, Planning Director Bjorn Hansen, Long Range Planner Jim King, Zoning Administrator Dr. Keith O’Herrin, PhD, Urban Forester Alan Aldridge, Soil and Water Conservation District Director Andrew Baucom, County Extension Director 90 . . . 4 Executive Summary Union County has added an average of more than 5,000 people per year for the past quarter-century. This development pressure is projected to continue into the future as well as continue to expand from the Charlotte urbanized area into the more rural areas, placing pressure on environmental resources, rural character, and agricultural operations. Previously adopted plans identified many goals and aspirations for protecting agriculture and controlling growth, but few substantial actions had been taken. In the past two years Union County has initiated an agricultural development easement purchase program, requiring 30% open space for major subdivisions in rural areas, and expressing concern over development pressure in the rural area due to proposed roads south of Waxhaw, Marshville, and Monroe. The Union County Rural Land Use Plan was proposed in early 2024 to identify ways to provide flexibility to property owners while protecting the environment, rural character, and agricultural operations into the future. In partnership with the Catawba Lands Conservancy, Union County Soil and Water Conservation District, NC State Agricultural Extension Office, and NC Wildlife Resources Commission, the Union County Planning Department led the development of this plan, starting in October 2024 with the first meeting of the seven-member steering committee. Public engagement was a key part of the process. All committee meetings were open to the public, and two rounds of public engagement ensured that what the committee adopted included significant public review. This committee developed a vision statement that was reviewed by over 200 Union County residents and followed up with a series of strategies that was reviewed by over 160 residents. The Union County Rural Land Use Plan includes a series of strategies that would permanently protect 10% of all agricultural land in Union County by 2050, limit impacts of large-scale residential development, reduce development pressures, and provide additional flexibility for property owners. The most impactful strategy – significantly increasing the agricultural easement purchase program – would require adding several million tax dollars per year. The recommended funding source would require a successful public referendum be implemented, meaning voters would decide whether this strategy is worth the cost. This Plan represents a year’s worth of work between Union County and outside agency staff, the steering committee, and the hundreds of Union County residents who asked to be kept apprised of progress as this plan was developed. The recommendations propose concrete steps to influence the drivers of development pressure, be good stewards of the land, protect rural character, and respect property rights. 91 5 Union County 2050 A comprehensive plan is the official adopted statement for future development of a community. Union County 2050 analyzed existing conditions and emerging trends in the County, describes the process for gathering public input on future goals, establishes a vision for future development, and outlines steps for achieving that vision. The adopted vision is below Union County in 2050 is a place defined by connections, where local governments work together on targeted issues. There are clearly communicated plans for growth and infrastructure improvements, and resources are committed to their implementation. Union County is a growing community where there is: • Increased capacity to address education, transportation, water, public safety, and other multi-jurisdictional issues • High-density residential, retail and employment options in designated areas • Convenient accessibility between retail, residential, and employment land uses • Complementary development patterns along corridors • Preserved rural character outside of water and sewer coverage areas • Recognition and support of agriculture as a key industry • Enhanced community connections for arts, agri-tourism, and parks and recreation FIGURE 1 92 6 The Plan serves as foundation for making land use and public investment decisions for the next nearly 30 years. The Union County Rural Land Use Plan refines the 2050 plan by making recommendations for the rural part of Union County. For purposes of the Rural Land Use Plan study area, rural Union County is considered those areas in dark green in the land use map of the Union County 2050 Comprehensive Plan, shown in Figure 1. For purposes of the plan, rural residential means development of no more than one home per acre, as well as agricultural uses. There are employment corridor and rural commercial node recommendations as well, but these areas are limited to specific parts of the rural area. The 2050 planning process in 2019 through 2021 included a subcommittee specifically focused on agriculture. This committee supported many strategies for environmental and public safety initiatives but did not want to facilitate development by allowing additional clustering incentives for new developments or funding water and sewer expansions to support municipal planning efforts. Agriculture is the dominant land use in the rural parts of Union County, and the following strategies are included in the 2050 Comprehensive Plan to support agriculture: • Advocating for, or even financially supporting, expansion of high-speed internet into rural areas with high levels of agricultural activity • Advocating for interstate status for US 74 and the Monroe Expressway to support agribusiness development • Continuing the short line water extension program to take homes with unsafe well water off of wells • Lowering density for major subdivisions in rural areas to preserve rural character The Board of Commissioners authorized implementation committees to further research cluster standards and open space in rural areas. These committees met in 2021 and 2022 to make recommendations on how to balance accommodating residential development with minimizing impacts. The Board of Commissioners supported the recommendations of the open space committee, although they did not support many of the incentives for clustering development proposed by the cluster committee. The overall vision for Union County from the 2050 process remains a guide to be referenced throughout implementation processes such as the Union County Rural Land Use Plan. 93 7 Rural Union County Development Pressure The rural area identified in the Union County 2050 plan represents approximately three quarters of all land in unincorporated Union County and more than half of all land in Union County. These areas are home to significant agricultural and environmental resources and have been facing continuing development pressures as development continues to expand outward from Charlotte and Mecklenburg County. The map below (Figure 2) shows recent, current, or proposed development in unincorporated Union County as of June 2025. The residential developments, shown in yellow, represent developments of eight or more lots. FIGURE 2 94 8 Minor residential developments, involving subdivisions of fewer than eight lots, are common in the rural parts of Union County. The dashboard below (Figure 3) shows minor subdivisions since 2020 in the rural parts of Union County, excluding Monroe, Sandy Ridge and Vance townships. Approximately 1,000 residential lots were created over this time. The rural parts of Union County are projected to add approximately 6,500 dwelling units between 2023 and 2055, or approximately 200 per year. At approximately three people per household this means an additional 20,000 residents over this timeframe. The major and minor subdivision totals since 2020 are consistent with this trend. Over the same period only approximately 1,200 jobs are projected to be added in the rural parts of Union County, further adding to Union County’s imbalanced tax base. While Union County residents and community leaders are strong supporters of property rights, there is a growing recognition that continued development and transition of agricultural and undisturbed lands impacts agricultural and environmental systems. FIGURE 3 FIGURE 4 95 9 Agriculture Union County is one of North Carolina’s most important agricultural centers, which includes forestry activities. Despite being home to nearly a quarter-million people, Union County is still the third-most agriculturally productive county in the state, with a half-billion dollars in annual sales (Source: Monroe – Union County Economic Development). Approximately half of all land (over 186,000 acres) in Union County was used for agricultural activities in 2017. This is down seven percent in just five years. Despite this loss of land, Union County ranks fourth in North Carolina for value of agricultural products sold. This productivity ranges from crop production (#1 in both soybeans and wheat) to cattle (#10) and poultry (#1 in egg layers, #2 in broilers, and #4 in turkeys). In addition to growing and raising crops and livestock, Union County is home to several animal processing plants, grain silos, and related industries. The 2022 North Carolina Census of Agriculture determined Union County has nearly 190,000 acres of farmland and loses approximately 3,000 acres of farmland per year. The County also ranks 13th highest nationally for open space loss according to a 2022 study by the American Farmland Trust. In response to these reports, the Union County Board of Commissioners approved an agricultural easement program in 2024, funded with the tax revenues from properties coming out of the agricultural tax program. Union County’s Land Preservation and Easement Program helps protect working farms and rural landscapes for future generations. As the County continues to grow, this program ensures Union County can balance development with conservation by keeping agricultural land in agricultural use. A conservation easement is a voluntary legal agreement between a landowner and Union County Soil and Water Conservation District. It permanently limits certain uses FIGURE 5 FIGURE 6 96 10 of the land to protect its conservation value, while allowing the landowner to continue owning, using and even selling the land. These easements are tailored to each property and designed to preserve its agricultural, natural or scenic qualities. Easements are recorded with the property deed and remain in place if the land is sold or inherited. Union County staff monitor each easement to ensure compliance and continued protection from residential development. 97 11 Field Research Union County partnered with Catawba Lands Conservancy (CLC) and the North Carolina Wildlife Resources Commission (NCWRC) to develop objective assessments of resources and priority areas to conserve to protect the county’s rural nature and environment. Specifically, CLC and NCWRC identified rural areas important for sustaining the county’s agricultural economy and natural resources (Figure 7) and advised Union County on open space preservation strategies. Catawba Lands Conservancy (CLC) Catawba Lands Conservancy protects land in Union County through conservation easements or ownership. CLC considers projects that provide quality habitat for wildlife, protect our region's water quality, support the local farming heritage, and provide outdoor recreational opportunities. Specifically, CLC prioritizes projects that expands protected parks and natural areas, supports habitat for rare and imperiled species, adequately protect lands around streams and wetlands, protects family farms and farmland with prime soils, or supports expansion of the Carolina Thread Trail network. Union County partnered with Catawba Lands Conservancy (CLC) to identify important areas to conserve to protect the county’s rural nature. Specifically, CLC identified rural areas important for sustaining the county’s agricultural economy and natural resources (Figure 7). To identify the key areas for conservation, CLC evaluated five conditions for agricultural lands and eight conditions for natural resources, described further below. In CLC’s analysis they evaluated 640 square miles of land across Union County which includes 395 square miles of rural lands. Within the rural areas there are thousands of acres of quality farmland and important natural resources, but the analysis focused on those that need protection now to protect the region’s rural character. Further detail is provided below. Methodology: Utilizing a Geographic Information System (GIS), the rural areas of Union County were broken into a grid of 30x30 meter cells. Within each cell a score is assigned for each variable and then totaled for the conservation score. The higher a score, the more important the cell is to protect the natural rural character for the county. Scores for Priority Natural Areas were out of 100. These areas are shown on Figure 7 on the next page and highlight the areas south of Waxhaw and Mineral Springs as priority areas from an environmental and agricultural basis. This analysis covers all of Union County and could be used by municipalities looking to protect environmental and agricultural 98 12 resources in their jurisdictions. FIGURE 7 99 13 Natural Areas The natural areas in Union County provide multiple benefits including aesthetics, protecting water quality, mitigating floods, filtering air, and providing habitat for plants and animals. The conservation plan identifies concentrated areas at threat of development that provide multiple benefits for the county’s natural resources. To identify these areas, the CLC evaluated eight metrics which are described below (Table 1). Close to Other Protected Lands: Adding additional conserved land to existing parks and natural areas helps to enhance the protection of those existing areas. Additionally, growing existing parks and natural areas protects the aesthetics over a larger area. Large Intact Forests: Larger natural areas provide greater benefits for wildlife and the public. Larger natural areas provide more room for wildlife to move, feed, and nest. Some priority conservation species require larger habitats for foraging, sheltering, finding mates, and smaller-scale migration, especially for young adult and fledgling animals finding new territories. Larger natural areas also help wildlife survive through major catastrophic events, such as floods, fires, and storms since larger natural areas provide greater refuge and areas with quality food. Significant Natural Areas: Significant Natural Areas are identified by the North Carolina Natural Heritage Program as containing a concentration of high-quality habitat and rare or imperiled species. This designation does not provide any legal protection but does highlight land that is critical to protecting our state’s biodiversity and natural areas. Natural Heritage Natural Areas (NHNAs) within the study area are listed in Table 2. The NC Wildlife Resources Commission recommends that development be avoided on and around NHNAs. In cases where development is proposed on or near an NHNA, cluster subdivisions may be an option to buffer these natural areas as open space set- asides. Natural Area Biodiversity Significance Waxhaw Creek Aquatic Habitat Exceptional Richardson Creek Ledges Exceptional Goose Creek Aquatic Habitat Exceptional Polk Mountain Very High Jackson Blackjacks Very High Andrew Jackson Ridges Very High TABLE 1: THE WEIGHT EACH METRIC PROVIDED OR THE NATURAL RESOURCES SCORE 100 14 Crooked Creek Aquatic Habitat Very High Crooked Creek Ledges Very High Waxhaw Creek Floodplain High Jackson Sunflower Site High North Fork Crooked Creek Rare Plant Site High Fish Road Basic Forest High Lanes Creek Aquatic Habitat Moderate New Salem Branch General Lanes Creek Floodplain General Cane Creek Park General FIGURE 8 Unique Natural Areas: Within the broad categories of pasture, grasslands, hardwood forests, and floodplains are unique habitat types. Some are rare and unique to the piedmont of North Carolina and to Union County. For example, xeric hardpan forests are only found in North and South Carolina in the Charlotte area. They result from a special soil type that is very tight, leading to very dry conditions and a grassy forest floor with stunted trees. Interior Forests: Some animal species are more sensitive to human disturbances than others. Additionally, they prefer the cover a forest canopy provides from predators. TABLE 2: LIST OF SIGNIFICANT NATURAL AREAS IDENTIFIED BY THE NORTH CAROLINA NATURAL HERITAGE PROGRAM. 101 15 Therefore, they are often found deeper in woods, away from forested edges. Protecting forests more than 300-feet from a forest edge provides the appropriate habitat for interior forest species. Steep Slopes over Streams: Riparian areas along our rivers, creeks, and streams help to filter out pollutants and sediment, and keep water cool. However, as steepness increases the velocity of stormwater flowing into our water also increases. Protecting steep sloped areas along water bodies is important to limiting sedimentation. Additionally, the cool and moist conditions created by this setup provide habitat for plant and animal species more often found in the mountains of the Carolinas. These areas are important for protecting the county’s biodiversity. 500-Year Floodplain: Our region has seen increasingly larger storms with flooding at or exceeding the 100-year floodplain. Protecting areas outside of the 100-year floodplain promotes flood resiliency in the future. Rare and Imperiled Species: This includes species listed by the Endangered Species Act as Threatened or Endangered and species listed by the NC Wildlife Resources Commission and the NC Plant Conservation Program as Threatened, Endangered, Species of Concern, or Significantly Rare. These are only known locations where these species are currently found. This does not include species identified by the NC State Wildlife Action Plan as Species of Greatest Conservation Need. Farming Community and Economy Farmland in Union County supports the local economy and provides food for our region. The CLC’s land analysis identifies clusters of farmland located on Prime or Statewide Importance land that can support the local farming community. To identify these areas, CLC evaluated five metrics which are described below (Table 3). Contiguous Areas of Farmland: Protecting larger areas of farmland supports more viable and resilient agricultural operations, strengthens local food systems, and creates greater economic benefits. This also reduces potential interactions with residential development and farming operations. Prime or Statewide Important Farmland Soils: These are soils that the Natural Resources Conservation Service identified as particularly productive because they can produce higher yields with minimal inputs or modifications. Statewide important soils are found by the NC Department of Agriculture and Consumer Services to produce higher yields with property soil management. Contiguous Acres of Farmland 30% Prime or Statewide Important Farmland Soils 30% Close to Other Protected Lands 15% Close to Markets (Urban Areas)10% Density of Farm Related Businesses 15% Farmland Score Matrix TABLE 3: WEIGHT EACH METRIC PROVIDED FOR THE FARMLAND SCORE 102 16 Close to Other Protected Lands: Proximity to parks and other natural lands provide a buffer for farms to reduce interactions with development. Close to Markets: Reducing the distance between farms and markets helps to improve the profitability of local farms by reducing transportation costs. Additionally, it improves the likelihood of supporting farm-to-table partnerships and Community-Supported Agriculture systems. Density of Farm Related Businesses: Farms require specialized services and stores to continue operations such as large equipment repair shops, large animal veterinarians, grain and animal processing facilities, and farm supplies. These businesses require a certain mass of farms to remain profitable and in business. Protecting farmland around these businesses ensures the resiliency of the local farming economy. 103 17 North Carolina Wildlife Resources Commission The NC Wildlife Resources Commission (NCWRC) developed the Green Growth Toolbox program to provide conservation guidance for local government planning projects that consider wildlife and natural resource conservation in land use and development planning, incentives and ordinances. The Green Growth Toolbox is designed to help communities conserve high quality habitats as communities and developers build new homes, workplaces, and shopping centers. The toolbox helps communities plan for growth in a way that will conserve natural assets such as fish, wildlife, plants, streams, forests, fields, and wetlands. Included in the guidance are recommended conservation data to identify conservation priorities, science- based conservation strategies to protect wildlife habitat and ecosystem services and planning best practices. The program also offers the Partners for Green Growth cost-share grant for local governments to implement conservation in their planning activities and Union County was awarded funding in June 2024. As part of the Partners for Green Growth award, NCWRC staff assisted in identifying conservation priorities and associated planning strategies for Union County. FIGURE 10, PHOTO CREDIT: USFWS Open Space Prioritization Open space site selection for natural landscapes should prioritize NC Natural Heritage Program Natural Areas, wide riparian buffers along rivers and streams, floodplains and wetlands, connected forests and grasslands, and buffers adjacent to properties FIGURE 9, PHOTO CREDIT NCWRC 104 18 managing for agriculture and conservation. North Carolina Natural Heritage Program Natural Areas are areas of high special biodiversity significance identified by the NC Natural Heritage Program. These areas may not be protected but have rare species or significant high-quality natural communities. The NC Natural Heritage Program provides free mapping services that identify the locations of these natural areas. Property owners and engineers can access these GIS layers at http://www.ncnhp.org to identify any potential natural areas to prioritize in their open space set-asides. The NC Natural Heritage Program also provides a free managed land GIS layer that identifies properties managed for conservation. Open space can be prioritized to buffer these managed areas from development to allow for continued functional management of those protected lands. The same buffers can be used for lands in current agricultural uses to ensure continued agricultural management. For most streams and rivers in Union County, the NC Wildlife Resources Commission recommends a minimum riparian buffer of 100 feet for perennial streams and 50 feet for intermittent streams. For streams in watersheds with federally- listed aquatic species, such as Waxhaw Creek and its tributaries, the NCWRC recommends a minimum riparian buffer of 200 feet for perennial streams and 100 feet for intermittent streams. Larger upland set-asides adjacent to riparian areas are recommended to be between 300-600 feet from the water's edgeas they protect water quality, floodplain function and water storage capacity to reduce the impact of flooding, and protect wildlife habitat. Large tracts of native forests and grasslands not adjacent to riparian areas also provide water quality protection and facilitate water infiltration and groundwater recharge. Prioritize forest and grassland open space to be adjacent to other intact natural areas on adjacent properties and avoid fragmentation or the creation of natural habitat "islands" on properties. Open Space Uses For the purposes of conserving natural and working lands in the rural areas of Union County, open space set-asides should primarily be utilized and managed for low impact uses or agriculture. Working lands can be leased to local farmers for agricultural uses, and forests can be managed for timber production. There are several options for the use and management of open spaces for natural resource uses. The North Carolina Wildlife Resources Commission recommends management of the open space for the health of the landscape. If not being managed for agricultural purposes, there are several options for the management and development of open space if not entering into an easement or other program. These can include planning and managing for outdoor recreation opportunities like nature trails for local residents or managing for pollinator habitat. These management strategies are generally maintained through a Homeowners Association (HOA) or deed restrictions. A final method of management would be to not manage the open space for any specific use. 105 19 Visioning Process The Steering Committee’s first task in November 2024 was to develop a vision statement for the rural parts of Union County. A vision statement is a written document that describes Union County’s long-term goals and aspirations for the future. It serves as a roadmap for the County and inspires the community. Specifically, a vision statement: • Communicates value: A vision statement communicates the organization's value and commitment to achieving its goals. • Guides direction: A vision statement directly motivates the organization's direction and purpose. • Inspires growth: A vision statement inspires the organization's growth. • Uses abstract language: Vision statements often use abstract language instead of vivid imagery. • Can be daring: A vision statement can be daring, distinct, or even disagreeable. The committee developed a draft vision statement in December 2024 that was released to the public for a comment period of January 1-31, 2025. The draft vision statement distributed for public feedback is below. In the rural areas of Union County, we cherish a way of life where farms and protected open spaces define our community. As stewards of the land, we treasure the balance between living close to nature and preserving our agricultural heritage. Expanses of productive farmland remind us daily of where our food comes from, and by supporting flexible and managed land uses, we protect our environment and encourage public appreciation while ensuring agriculture thrives. This approach will sustain our rural character and provide a vibrant future for generations to come. The County and committee members distributed informational handouts to local businesses, community contacts, and at County facilities, such as Cane Creek Park. In addition, Union County posted the survey link through the weekly County newsletter, plan web page, and social media. A total of 210 residents provided comments on the vision statement. Respondents overwhelmingly supported the draft vision statement, but did have concern about overly vague statements and flexible land uses. In response to this public feedback, the steering committee revised the vision statement to clarify uses and protections for the environment. The vision statement on the FIGURE 11 106 20 following page was approved by the steering committee at its February 25, 2025, meeting. In the rural areas of Union County, we cherish a way of life where farms and protected open spaces define our community. As stewards of the land, we treasure the balance between living close to nature and preserving our agricultural heritage. Expanses of productive farmland remind us daily of where our food comes from, and by adding options for property owners, lowering density, and enhancing environmental protection requirements we preserve our natural resources and encourage public appreciation while ensuring agriculture thrives. This approach will sustain our rural character and provide a vibrant future for generations to come. 107 21 Strategy Development The steering committee and staff took four months to review potential strategies to implement the approved vision for rural Union County. The committee operated under the following understandings of effective strategies: • Are a policy or action designed to achieve a goal. • Are the teeth of the plan. • Need to be thought through to avoid unintended consequences. • Ideally are effective on their own and not require other strategies to achieve effects. The committee members discussed existing issues in the rural parts of Union County, and reviewed revisions to development standards, new or expanded programs, and changes to existing plans in order to implement the vision. The committee reviewed the following issues but decided to not present to the public for feedback or recommend to the Board of Commissioners: • Privately permitted septic systems • Recommendations for modifying minimum lot sizes The committee did not recommend taking these strategies to the public because the privately permitted system option is legal to use in North Carolina, so they did not feel Union County would have the ability to influence this status. The committee was split on the benefits of requiring larger lot sizes as well as allowing smaller lot sizes as ways of protecting open space. The committee took the following strategies to the public for feedback, which was held from June 20 through July 20, 2025. • Expansion of areas considered rural - The area immediately west of Monroe, totaling approximately six square miles is outside Union County's established sewer service basin, so higher density development recommendations could be replaced with a rural residential designation. This would impact open space requirements and rezoning recommendations. • Increasing/reducing the number of commercial nodes - Rural Centers function as small scale civic and commercial centers for rural areas of the County. FIGURE 12 108 22 These Centers are clusters of low-density, non-residential uses located at a crossroads of two or more major or minor thoroughfares. Appropriate uses include convenience stores, civic buildings, gas stations and others. Rural Centers provide limited commercial and community services while still maintaining the rural nature of the community. • Enhanced buffering along streams and water bodies – Local governments are prohibited by state law from enacting buffers beyond those established by the state, but could prioritize stream buffering in 30% open space requirements or as part of rezonings. • Prioritization of land set aside in major subdivisions - This requirement applies to major subdivisions, which typically are eight or more lots or involve installing infrastructure such as roads or utilities. Union County does not currently specify which land to set aside in major subdivisions. • Conditions for allowing commercial uses on residential land without rezoning - Commercial or industrial uses such as landscaping, plumbing, and storage facilities would be allowed on parcels of at least five acres without rezoning in exchange for four acres of protected open space for every one acre of development. • Expanding conservation efforts to purchase easements - Union County has recently implemented an agricultural easement program with an allocation of approximately $1 million per year from the General Fund. This strategy would recommend increasing the funding per year. • Remove bypasses from transportation plan - There are four proposed bypasses south of Waxhaw, Monroe, and Marshville that impact the rural part of the County. These bypasses will likely increase development potential for new areas, like what was experienced with the Monroe Expressway. The removal process would involve the municipalities and NCDOT but would start with a Union County 109 23 position. FIGURE 13 • Limit subdivisions in certain zoning districts - The Unified Development Ordinance includes a table with a list of uses allowed in each zoning district. Subdivision of land would be removed as an allowed by right use in certain zoning districts, requiring additional conditions or approvals to allow additional residential development in identified areas. • Allowing property owners to pay into an open space fund in lieu of setting aside 30 percent open space within their development when no priority agricultural or environmental features are on their property. The comment period was conducted through an online StoryMap and embedded survey. The story map included maps such as the one above, which depicts the proposed addition to the rural area (shown in green) and the proposed bypasses near Waxhaw, Monroe, and Marshville. Union County shared this information with the public through social media posts, announcements in the weekly Union County Horizons newsletter, email to the more than 500 people who have provided their email address to be kept apprised of the plan process, post cards distributed to businesses in the rural parts of Union County, and an interview on the local WIXE radio station. A total of 166 people submitted feedback and comments on the strategies. The demographics of the respondents 110 24 did skew older and more established than the County as a whole, with nearly 2/3 of respondents having lived in the county more than 20 years, and over 40 percent 60 years or older. Only five respondents were under 30, for example. Nearly all respondents (88 percent) lived and/or worked in the rural parts of Union County. The public generally supported more restrictions on development and strongly supported protection of the environment and agricultural lands. They were somewhat supportive of adding additional rural centers and expanding the rural area to areas immediately west of Monroe. They opposed flexibility for developers to be able to “buy back” land otherwise required to be set aside as open space if no priority agricultural or environmental features were found on site, and expressed skepticism over the opportunity for owners of large lots (five acres or more) to be able to establish low- impact businesses on their property in exchange for significant open space requirements. The chairman of the steering committee, Allan Baucom, presented the proposed strategies and public feedback to the Land Use Board and Board of Commissioners for their awareness and feedback as well. The Land Use Board received this information at its July 15, 2025, meeting. The Board was generally supportive of the strategies but did express concerns over how to pay for the proposed agricultural easement program expansion. The Board of Commissioners received a similar update at its August 11, 2025, meeting. FIGURE 14 111 25 Strategy Recommendations The committee then evaluated the strategies at its August and September meetings, where they voted to recommend the following strategies as part of the plan. Expand agricultural easement purchase program: The committee voted to recommend expanding the existing program, with a goal of protecting 10% of the agricultural land in Union County by 2050. This is estimated to cost $3-5 million per year in additional funds to protect 10% of the approximately 190,000 acres used by agriculture in Union County. The soil and water conservation district property tax referendum strategy is recommended as the preferred funding source, which would cost ½ cent to one cent per $100 in value in property taxes per year to fund and would raise $3 to $6 million per year. A general increase to the property tax, as well as a ¼ cent sales tax allowed in North Carolina under Article 46 Optional Quarter Cent Sales Tax, could also be considered to fund the program. Require contiguous areas for open space in major subdivisions: Union County currently requires 30% open space in major subdivisions, excluding floodplains, stream buffers, or road right of way. The open space currently can be scattered throughout the neighborhood, which may not help protecting environmental features. The committee discussed options from 50 to 80% required contiguous areas before recommending 60% as a minimum. This open space requirement would first be applied to Intact forests, which were the first priority of the committee and public. The committee considered rare and protected species, wetlands, or stream buffers as the second priority. Stream buffering was ultimately recommended as the second priority. These priorities would be implemented through amendments to the Unified Development Ordinance (UDO). Purchase priority land with fee in lieu for open space requirements: The committee recognizes the burden of a small development maintaining a parcel of open space, so it recommends allowing the developer to pay into the County’s Land Preservation and Easement Program based on the value of land that is no longer required to be kept in open space in the proposed development. Eligibility would be limited to smaller developments, such as ones that do not require new roads. Add flexibility for commercial uses in rural areas: Small business owners looking to start or expand low traffic commercial or industrial businesses such as landscaping, plumbing, and similar trade-type uses would be allowed on parcels of at least five acres without rezoning in exchange for four acres of protected open space for every one acre of developed area. These new options for property owners would be implemented through amendments to the Unified Development Ordinance (UDO). Express concern over impacts from bypasses: Union County has experienced significant development pressures along the Monroe Expressway in recent years. There are several proposed bypasses that extend into the rural parts of Union County and the committee felt these bypasses could have similar impacts on development patterns. The committee has concerns about ease of development in rural areas if the southern Waxhaw and Monroe bypasses are built. The committee supports the Marshville 112 26 Bypass, noting the long-range plan for upgrading US 74 to interstate standards and the potential of building it using toll revenues. The committee acknowledges that the County does not have the authority to unilaterally remove any of the bypasses from the CTP. This position would allow the Board of Commissioners to engage with the NCDOT, Charlotte Regional Transportation Planning Organization (CRTPO) and affected municipalities on concerns raised through this plan. Limit major subdivisions in certain zoning districts: The committee has concerns over large subdivisions being allowed anywhere in the rural parts of Union County. Current North Carolina general statutes limit County authority to downzone or otherwise reduce uses allowed on a property. The subdivision of land is not a use, so the committee recommended limiting major subdivisions (those that create eight or more lots) to where water and/or sewer can be provided by a central service provider. A central service provider is defined as any sewage treatment facility owned and operated by a sanitary district, a metropolitan sewage district, a water and sewer authority, a county or municipality or other public utility, or a private utility. This strategy would be implemented through amendments to the UDO. Expand rural area in the Land Use Map: The committee supports expanding the rural area by approximately six square miles west of Monroe, shown in Figure 12. This designation would reduce development impacts for new subdivisions in this area and instead incentivize such development to request annexation into an adjacent municipality. This strategy would be implemented through amendments to the Land Use Map. Add six rural centers to the Land Use Map: Rural Centers function as small scale civic and commercial centers for rural areas of the County. These Centers are clusters of low- density, non-residential uses located at a crossroads of two or more major or minor thoroughfares. Appropriate uses include convenience stores, civic buildings, gas stations and others. Rural Centers provide limited commercial and community services while still maintaining the rural nature of the community. The committee acknowledged the flexibility from having additional small-scale commercial nodes in the rural areas, particularly where existing commercial operations already occurred and therefore recommend nodes at the following intersections be added as amendments to the Land Use Map. • South Providence Road and NC 200 • South Rocky River Road, Parkwood School Road, and NC 200 • Plyler Mill and Griffith Roads • New Salem Road, Carl Polk Road, and Sugar and Wine Road • Love Mill Road and NC 218 • Lawyers Road and Mill Grove Road Create a Conservation Development Brochure: Part of the scope for this overall plan development involved creating a development brochure to assist property owners and developers understand how to apply open space requirements in new major subdivisions. This brochure will be created as part of the implementation of this 113 27 plan, along with amendments to the UDO and funding commitments by the Board of Commissioners. 114 28 Conservation Strategies and Funding Sources There are many private, public, and non-profit organizations and programs that can help with open space preservation. There are also different ways of protecting land. The traditional way is to purchase land for permanent protection. This method is more expensive and requires upkeep of the land by the owner. A conservation easement is a more common approach and is an agreement between a property owner and a conservation non-profit or government agency that allows landowners to retain ownership and use of their property but restricts development on the property. Each conservation easement is different because they are negotiated by the landowner and the conservation entity. Depending on the terms, a conservation easement will allow for farming, timber management, agrotourism, and wildlife management activities. The restrictions are permanent and apply to future landowners. Landowners can realize certain property and income tax benefits from these agreements. The CLC prefers projects that provide enhanced protection beyond regulatory or zoning requirements such as FEMA floodplains, tree saves or required open space. However, in special circumstances, CLC will consider projects in FEMA floodplains, tree saves or required open space that have significant conservation values such as state recognized significant natural areas or rare species that require specialized management. In these situations, CLC would need adequate funding for long-term management. Additionally, CLC will consider projects along adopted Carolina Thread Trail corridors to advance trail development. The list of resources listed below is not exhaustive but provides options in North Carolina. NC Resilience Exchange (https://www.resilienceexchange.nc.gov): A central resource to identify funding for conservation activities that improve community resiliency including land conservation, land stewardship, and utility improvements. State Programs NC Land and Water Fund: An annual fund that provides grants for land conservation, stream restoration, and conservation planning. The program focuses on conservation projects that support water quality, protection of impaired species and natural areas, and historical sites. Funds can be used to purchase conservation easements or full ownership. A match is not required but suggested to be competitive. North Carolina Parks and Recreation Trust Fund: PARTF provides dollar-for-dollar matching grants to local governments for the acquisition and/or development of park and recreational projects to serve the general public. A local government can request a maximum of $500,000 with each application. Local governments can apply to acquire land for parks and build recreational facilities for use by the public. A PARTF grant can also be used to protect the natural and scenic resources or renovate older park facilities. 115 29 NC Agricultural Development and Farmland Preservation Trust Fund: Annual fund that provides grants to support local farming economies, conservation of farmland, and planning for farmland conservation. Projects in Union County require a 30% match which can be cash, in-kind, or donated property value. These funds can be matched with the USDA's Agricultural Land Easement Program. Federal Programs USDA Agricultural Conservation Easement Program: The Agricultural Conservation Easement Program (ACEP) helps landowners, land trusts, and other entities protect, restore, and enhance wetlands or protect working farms and ranches through conservation easements. Land eligible for agricultural easements includes private or Tribal land that is agricultural land, cropland, rangeland, grassland, pastureland and nonindustrial private forest land. Priority is given to farms that maximize protection of contiguous agricultural lands and have soils identified as Prime, Unique, or Other productive by the Natural Resources Conservation Service. Land and Water Conservation Fund (LWCF): Provides funding through different programs to local governments. The Cooperative Endangered Species Conservation Fund provides grants to local governments through the state to protect and conserve Federally listed threatened and endangered species and the habitats on which these species depend. The National Park Service State and Local Assistance Programs provides 50/50 matching grants to local governments, through the states, for the acquisition and development of public outdoor recreation areas and facilities. Regional Conservation Partnership Program: This program is a partner-driven approach to conservation that addresses identified resource needs on agricultural lands. Through this program, project partners support farmers, landowners, and the community by providing matching funds for conservation activities and purchasing conservation easements. Activities can include implementing best management practices, land restoration, purchasing conservation easements, and public work projects that address a natural resource need. Partners do need to identify a combination of 1-to-1 cash and in-kind match. Local, Private, or Non-Profit Programs Present Use Value (PUV) programs: PUVs provide property tax deferments for property owners that commit to utilizing their property for forestry, agriculture, or wildlife conservation purposes. The intention of any PUV program is to tax property for its current use, which is lower than the theoretical market value that is used to valuate property taxes. Properties enrolled in a PUV must follow each program’s requirements. Any property that is disqualified due to falling out of compliance will be required to pay “roll back” taxes or the sum of the previous three years of unpaid deferred taxes plus interest and the current year’s theoretical market value. o Forestry PUV: Properties managed and utilized as commercial forestland can qualify for North Carolina’s forestry PUV program. Property owners can contact the Union County NC Forest Service office for more information. 116 30 o Agriculture PUV: Properties actively engaged in agricultural or horticultural uses may qualify for the agriculture PUV program through the NC Department of Agriculture and Consumer Services. Qualifying properties must generate a minimum of $1,000 gross per year in farm production. Contact the Union County NC Cooperative Extension office for more information. o Wildlife Conservation Land Program (WCLP): The Wildlife Conservation Land Program allows private landowners who manage their property for protected wildlife species, priority wildlife habitats or as Wildlife Reserve Land to apply for a property tax deferment. Visit https://www.ncwildlife.gov/wclp for more information and an outline of qualifying requirements. Conservation Fund: The Conservation Fund is a non-profit founded on the idea that environmental protection and economic vitality are mutually reinforcing strategies that make our society stronger. They are twin pillars of a national strategy: economic growth without environmental protection is unsustainable, and environmental protection without economic growth is equally unsustainable. For more than 40 years, The Conservation Fund has been buying at-risk land with high conservation value to protect it from degradation, putting protections in place to ensure it is managed for environmental, economic, and human gain before finding long-term owners, ideally operations relatively new to farming. The Fund has a 10-year goal of protecting 5,000 acres of land over the next 10 years in the Charlotte region. 117 31 Adoption The Rural Land Use Plan Steering Committee was tasked with developing a plan, but the Land Use Board likewise plays a role in making recommendations on all planning initiatives and proposals. The Steering Committee recommended the plan to the Land Use Board at its October 7, 2025, meeting. Union County then emailed the more than 500 Union County residents who previously provided their email address and requested updates on the plan and its development. The Land Use Board reviewed the plan at its October 21, 2025, meeting. A total of XX residents spoke at the meeting. After reviewing the plan, the Board recommended XXX. Add detail from their discussion. The Board of Commissioners held a public hearing at its November 17, 2025, regular Board meeting. A total of XX residents spoke at the hearing. Add details of adoption process. 118 32 Conclusion Union County currently is home to over 270,000 people and will continue to add thousands of additional residents each year for the foreseeable future. Remote work, desire for a quieter lifestyle, and lower land costs have increased development pressure in the rural parts of Union County. This development comes with impacts, both as a loss of agricultural land and as impacts to environmental features. This plan was initiated in 2024 to help develop strategies to protect environmental and agricultural resources, as well as provide options for small business owners and farmers who want to stay on their land. The Union County Rural Land Use Plan was resident-led, starting with the advisory committee that guided the work, and ending with three rounds of public comment opportunities regarding the vision, the strategies, and the overall plan. Over 500 residents were kept apprised of progress, and over 300 provided their feedback on at least one phase of the plan development. The plan was adopted by the Union County Board of Commissioners on November 17, 2025. If fully implemented, the Union County Rural Land Use Plan would permanently protect 30 square miles of working agricultural land, allow community-scale commercial development at identified intersections, allow small business owners to establish and expand their low-impact businesses in exchange for protected land, and better protect forests and streams as residential development occurs. Union County would like to thank its steering committee, the Catawba Lands Conservancy, and the North Carolina Resources Commission for their time and support over this year-long process. Together they developed an effective, focused, and endorsed guide for protecting the rural parts of Union County for the next 25 years. 119 Rural Land Use Plan Board of Commissioners November 17, 2025 120 2050 LAND USE MAP 121 •Make recommendations to Board of Commissioners •Participate in planning process as requested •Provide feedback to the Steering Committee ROLE OF LAND USE BOARD ROLE OF BOARD OF COMMISSIONERS •Provide feedback to the Steering Committee •Approve plan •Implement strategies ROLE OF STEERING COMMITTEE •Research options •Solicit public feedback •Make recommendations to LUB and BOCC 122 APPROVED VISION STATEMENT In the rural areas of Union County, we cherish a way of life where farms and protected open spaces define our community. As stewards of the land, we treasure the balance between living close to nature and preserving our agricultural heritage. Expanses of productive farmland remind us daily of where our food comes from, and by adding options for property owners, lowering density, and enhancing environmental protection requirements we preserve our natural resources and encourage public appreciation while ensuring agriculture thrives. This approach will sustain our rural character and provide a vibrant future for generations to come. 123 OUTREACH •Two rounds of public engagement (visioning and strategy development) •Social media postings •Weekly newsletter •Email to 600+ interested residents and municipalities •Updates on County web site •Interview on WIXE •Almost 400 responses from public •Presentation to municipal planners •Public steering committee meetings 124 WHAT ARE STRATEGIES? •A policy or action designed to achieve a goal •They are the teeth of the plan •Need to be thought through to avoid unintended consequences •Ideally are effective on their own and not require other strategies to achieve effects 125 RECOMMENDED STRATEGIES Name Description Implementation Expand agricultural easement purchase program Protect 10% of all agricultural land by 2050 Increase funding by $3-5 million per year Add flexibility for commercial uses in rural areas Allow low impact commercial development without rezoning on five acre minimum lots and four acres of protected land per acre of development Unified Development Ordinance amendment Require contiguous areas for open space in major subdivisions Require open space to be concentrated, with 60% contiguous, focused on forests and streams Unified Development Ordinance amendment Purchase priority land with fee in lieu for open space requirements Allow smaller impacted subdivisions to avoid open space requirements by paying into agricultural easement program Unified Development Ordinance amendment 126 RECOMMENDED STRATEGIES Name Description Implementation Express concern over impacts from bypasses Express concern over development impacts from bypasses south of Waxhaw and Monroe BOCC policy Limit major subdivisions in certain zoning districts Require major subdivisions to have access to water or sewer Unified Development Ordinance amendment Expand rural area in the Land Use Map Add six square miles immediately west of Monroe to rural residential district Land Use Map amendment Add Six Rural Centers to Land Use Map Add small commercial centers to six intersections in rural areas •NC 200 and South Providence •NC 200 and S. Rocky River •Griffith and Plyler Mill •New Salem and Sugar and Wine •NC 218 and Love Mill •Lawyers and Mill Grove Land Use Map amendment 127 NEXT STEPS •October 21 – Endorsement by Soil and Water Conservation District Board •October 21 – Land Use Board recommendation •November 6 – Present to Agricultural Advisory Board •November 17- BOCC consideration of plan •November 25- Steering Committee starts UDO amendment process •December – Steering committee refines draft UDO amendments •January – Steering committee recommends UDO amendments •January 20 – Land Use Board reviews amendments •February 16 – BOCC holds public hearing for amendments and considers approving 128 HEADING GOES HERE THANK YOU! 129 130 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-693 Agenda Date:11/17/2025 TITLE:..title Contract - Catawba River Water Treatment Plant Expansion - Preliminary Engineering Report INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with Weston & Sampson Engineers, Inc. substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water Capital Improvement Program (CIP)includes an allocation for the design and construction of an expansion of the Catawba River Water Treatment Plant to 56 MGD with all costs being shared 50%each with Lancaster County Water and Sewer District.The preliminary engineering report (PER)will review the condition of the existing plant,evaluate alternatives for current and future facility expansion,develop and execute PFAS pilot testing for treatment options, and analyze algae treatment methods in the raw water reservoir to continue to manage water quality related to taste and odor. Weston &Sampson Engineers has been selected to provide engineering services for Task Order 2025-1:Catawba River Water Treatment Plant Expansion Preliminary Engineering Report.Weston & Sampson Engineers was chosen from RFQ -Professional Services for CRWTP Expansion solicited by the joint venture of Union County and Lancaster County Water and Sewer District. FINANCIAL IMPACT: The total cost of the Task Order 2025-1 with Weston &Sampson Engineers is $382,523.00.This total task order amount will be shared equally between Union County and Lancaster County Water and Sewer District,with Union County’s financial responsibility being $191,261.50.Sufficient funds are available within the adopted capital account 60184523 - CRWTP Expansion. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™131 Task Order No. 2025-1 Page 1 TASK ORDER NUMBER 2025-1 This Task Order pertains to an Agreement by and between LANCASTER WATER AND SEWER DISTRICT, SOUTH CAROLINA and UNION COUNTY, NORTH CAROLINA, ("OWNER"), and WESTON & SAMPSON ENGINEERS, INC. ("ENGINEER"), dated , 2025, ("the Agreement"). ENGINEER shall perform services on the project described below as provided herein and in the Agreement. This Task Order shall not be binding until it has been properly signed by ENGINEER and OWNER. Upon execution, this Task Order shall supplement the Agreement as it pertains to the project described below. TASK ORDER NUMBER: 2025-1 PROJECT NAME: RFQ: Professional Services for CRWTP Expansion PART 1.0 PROJECT DESCRIPTION: The CRWTP is a 40-MGD water treatment facility that provides drinking water to customers of Union County and Lancaster County Water and Sewer District. Due to continually expanding customer base, the parties plan to expand the existing water treatment capacity from 40 MGD to 56 MGD. Alternatives and cost considerations should also be evaluated for “phasing-in” this upgrade or upgrading to a lesser capacity than 56 MGD. Currently, the facility is an Ultra-Pulsator treatment facility with Greenleaf filtration. Chlorine dioxide is added as a pre-oxidant and chloramines as a final disinfectant. The overall treatment capacity also includes four (4) each 2 MGD pressurized ultrafiltration membranes constructed in a facility with space to expand by +/- 8 MGD of additional membrane treatment. There are two (2) raw water reservoirs on-site in a series arrangement. The original reservoir (approximately 120 MG) serves as a pre-settling basin to the most recent reservoir (approximately 1 BG). Residuals are currently managed with settling and thickening basins and on-site spray fields. This project will evaluate the alternatives for facility expansion considering the footprint required for this and future expansions. This expansion is anticipated to sustain each Party’s water demands in a fiscally responsible manner for their customers. Due to the increase in demand generated by the expanding customer base, this upgrade must also allow for future expansions of the facility. 132 Task Order No. 2025-1 Page 2 PART 2.0 SCOPE OF BASIC SERVICES TO BE PERFORMED BY ENGINEER ON THE PROJECT: 2.1 Task 1 – Project Kickoff and Management 2.1.1 Develop Request for Information (RFI) to OWNER to request available documentation required to complete the engineering analysis. 2.1.2 Develop draft project execution plan (PEP) for Phase 1 of the project to be discussed during site kickoff meeting. Phase 1 PEP will include a prioritized list of process improvement goals to be further evaluated, a schedule of proposed interactive workshops with OWNER and relevant stakeholders, and an overall delivery schedule of the Phase 1 project deliverables with milestones. 2.1.3 Conduct an on-site project kickoff meeting with OWNER, key project stakeholders, and the technical project team. Lead an interactive planning session with key stakeholders to identify and prioritize desired facility upgrades and process improvements. Participate in a high-level site walkthrough of the existing facility. 2.1.4 Finalize Phase 1 PEP based off feedback from the kickoff meeting. 2.1.5 Conduct monthly coordination meetings with OWNER to review design details and discuss status of project. Task 1 – Deliverables: • In-person site visit and kick-off meeting • Draft and Final Project Execution Plan (PEP) • Treatment Plant Process Improvement prioritized list of goals • Agendas, meeting minutes, and other materials (logs, schedules, etc.) as required to facilitate and document project progress 2.2 Task 2 – Additional Water Quality (WQ) Monitoring and Sampling Plan 2.2.1 Obtain, tabulate, and review up to 3 years of available analytical data to understand the water quality across the existing treatment trains at the plant. Locations may include, but are not limited to, raw water, effluent of each unit process, plant finished water, and residuals for each unit process. 2.2.2 Prepare a sampling plan to obtain additional water quality data needed at the plant including PFAS, parameters that may impact PFAS treatment/removal (including but not limited to NOM/TOC, Algae, Metals, Organics, TSS, etc.), and any other parameters presented as a data-gap during the review of the existing analytical data. The sampling plan will include analyzing the 133 Task Order No. 2025-1 Page 3 selected parameters in various locations in the plant including, but not limited to the raw water, finished water, and at various points across the existing treatment processes. Review recommended sampling plan with OWNER and solicit and incorporate OWNER feedback. Provided suggested budget and pricing for the recommended sampling plan to OWNER. OWNER to fund and execute sampling plan. Tabulate and review additional water quality data obtained from the additional sampling plan. Assume up to five (5) sampling events. Task 2 – Deliverables: • Prepare list of data request • Prepare a technical memorandum outlining the recommended sampling plan for additional data requests – if warranted • Prepare a technical memorandum documenting the results of the additional sampling effort. 2.2 Task 3 – Existing Conditions Evaluation 2.3.1 Conduct a site visit to assess the existing conditions of the facility. This site visit and requisite work is anticipated to last up to 5 days and will include the following work: 2.3.1.1 Review operations of existing UF membrane units and work with operators to understand the current limitations and challenges with the current process. 2.3.1.2 Review the current method(s) for controlling algae concentrations in the existing reservoirs and throughout the plant and work with operators to understand the current limitations and challenges with the current process. 2.3.1.3 Review existing residuals handling operations and work with operators to understand the current limitations and challenges with the current process (if applicable). 2.3.1.4 Observe and evaluate existing conditions of all major equipment, buildings, utilities, and supporting site/infrastructure previously outlined in the 2018 facility site assessment list and update existing conditions in the list accordingly. 2.3.1.5 Gather information needed to update as-built drawings. 2.3.2 Update existing drawings to reflect as-built conditions. 2.3.3 Perform a site visit to identify resource areas including wetlands prior to field survey. Conduct a site survey of the property in the vicinity of the proposed water plant. 134 Task Order No. 2025-1 Page 4 Task 3 – Deliverables: • Site visits to interview operators and inventory assets • Updated asset inventory lists • Updated facility record drawings • Environmental report summarizing resource areas of concern • Site survey 2.4 Task 4 – PFAS Evaluation and Planning 2.4.1 Build upon the regulatory review performed as part of the 2018 Facility Master Plan and the March 2023 Union County PFAS Conceptual Treatment Alternatives Analysis. Provide a summary of the current and future regulatory status for PFAS not covered in the previous review. Review existing and pending regulations and amendments issued by the Environmental Protection Agency (EPA), South Carolina Department of Environmental Services (SC DES), and North Carolina Department of Environmental Quality (NC DEQ). 2.4.2 Lead interactive workshop – “PFAS Development of Solutions” • Determine PFAS compounds of interest (just EPA/SC and NC regulated components or any unregulated PFAS of interest)? • Identify OWNER’s PFAS mitigation strategy (i.e. under MCL, meet MCLG, ND for all PFAS). • Identify OWNER’s treatment preferences (i.e. operational longevity, capital costs vs operational costs, etc.) 2.4.3 PFAS Pilot Protocol & Pilot – following the PFAS Planning workshop prepare summarize discussions and findings and prepare outline for protocol for piloting. Task 4 – Deliverables: • PFAS Planning Workshop • Provide update to the March 2023 Union County PFAS Conceptual Treatment Alternatives Analysis and the 2018 Facility Master Plan PFAS treatment alternatives chapter of PER based on the workshop findings. • PFAS Pilot Protocol – if warranted 2.5 Task 5 – Facility Planning 2.5.1 Perform useful life analysis of existing equipment and infrastructure using the methodology outlined in the 2018 Facility Master Plan. 135 Task Order No. 2025-1 Page 5 2.5.2 Incorporate the findings from the existing conditions evaluation into the PEP list developed during the kick-off meeting. Work with OWNER to refine the list of upgrades and improvements to be further evaluated during Phase 1. 2.5.3 Lead Interactive Workshop – Facility Planning 2.5.3.1 20-year planning period 2.5.3.2 Space programming for additional administration space needs such as offices, break-room, conference room, laboratory, maintenance and equipment storage workshop space. 2.5.3.3 Review existing plant building for upgrades including parking lot paving, windows and doors to bring up to current safety code as well as risk and resiliency plan suggestions. 2.5.3.4 Strategy for membranes and existing building space including review of membrane alternatives 2.5.3.5 Process Improvements for additional plant capacity 2.5.3.6 Review of raw water quality and taste and odor impacts as well as improvements 2.5.3.7 Electrical service review 2.5.3.8 Distribution pumping and storage and plant hydraulics 2.5.3.9 Review old spare pump station for use as redundant station. Provide recommendations for improvement 2.5.3.10 Review generator and provide recommendations for improvement Task 5 – Deliverables: • Updated Treatment Plant Process Improvement prioritized list of goals • Facility Master Planning Workshop • Updated PEP • Facility Master Plan Chapter of PER 2.6 Task 6 – Algae Management and Reservoir Modeling 2.6.1 Review existing reservoir design of the reservoir system to aid in further understanding how water moves through the reservoir. Identify potential areas of short-circuiting or areas where mixing needs to be improved. 136 Task Order No. 2025-1 Page 6 2.6.2 Conduct interactive workshop with OWNER to determine the preferred strategies for managing algae concentrations in the existing reservoir and at the plant. Discuss the potential options including but not limited to, increasing the algae monitoring frequency to improve response time, relocating the raw water intake, improving reservoir mixing, and/or adding or modifying source water treatment. Collectively with OWNER, determine up to three options to be further analyzed. 2.6.3 Evaluate up to three (3) options for algae management based on input provided by the OWNER during the interactive workshop. Perform preliminary sizing calculations and prepare a high-level conceptual layout for each option. Task 6 – Deliverables: • Reservoir workshop • Reservoir improvement alternatives Chapter of PER 2.7 Task 7 – Treatment Alternatives Analysis 2.7.1 Review the pros and cons of utilizing the existing UF membrane units in the future. Provide suggestions for improving performance of UF membranes if appropriate. Evaluate utilizing ceramic membranes and compare benefits and drawbacks compared with existing UF membranes. Evaluate decommissioning the UF membranes and replacing with a different technology. 2.7.2 Evaluate filtration alternatives and/or options for retrofitting the Greenleaf filters with up to 3 different media configurations. 2.7.3 Evaluate up to three (3) options for PFAS treatment based on input provided by the OWNER during the interactive workshop. Perform preliminary sizing calculations and prepare a high-level conceptual layout for each option. 2.7.4 Evaluate existing residuals handling and spray application facilities and determine if additional capacity is required. Provide up to two (2) alternatives for residuals handling for the additional plant capacity with the pros and cons of both. 2.7.5 For Tasks 2.7.1 through 2.7.4, develop a high-level alternatives matrix in Excel outlining the benefits and challenges associated with each option and ranking each option based on treatment effectiveness, estimated capital cost, estimated ongoing maintenance cost, ease of operation, and anticipated construction duration. 2.7.6 Prepare and present alternatives to OWNER if appropriate to narrow down choices that would be further evaluated and costs prepared. The presentation will include a summary of each option, preliminary sizing and layouts (as applicable), and a review of the Excel alternatives 137 Task Order No. 2025-1 Page 7 matrix. Following the presentation, OWNER will work to finalize the options to be further developed in the preliminary engineering report. Task 7 – Deliverables: • Prepare Alternatives Analysis for plant improvements 2.8 Task 8 – Phase 1 Preliminary Engineering and Report 2.8.1 Review the feasibility of increasing the existing plant capacity from 40 MGD to approximately 56 MGD. Determine if a phased approach is needed to expand the plant capacity by 16 MGD. Review existing plant hydraulics to identify bottlenecks in the existing plant. Update the hydraulic profile to reflect existing conditions in the plant. 2.8.2 Perform preliminary sizing calculations to determine what additional pumping capacity is needed in the raw water and finished water systems, including membranes if appropriate. 2.8.3 Evaluate the capacity of the existing rapid mix tanks to determine if new rapid mix tank(s) are needed or if the existing rapid mix tanks can be modified to accommodate the additional 16 MGD capacity. Determine if chemical dosing strategy upstream of the rapid mix tank needs to be modified based on proposed PFAS treatment technology(s) or algae management strategy(s) selected. 2.8.4 Review feasibility of expanding the UltraPulsator and Greenleaf filter capacity by adding additional unit(s). Perform preliminary unit sizing and review any potential impacts to future performance based on the PFAS treatment technology(s) or algae management strategy(s) selected. 2.8.5 Evaluate the updated powder activated carbon (PAC) usage based on the treatment technology(s) selected for PFAS removal and algae management, if applicable. Prepare preliminary sizing calculations, layout, and location for upgraded PAC storage and dosing equipment. 2.8.6 Perform preliminary sizing calculations for the chemical feed systems needed for the expanded 16 MGD capacity. Determine if any other chemical feed system upgrades are needed for the existing 40 MGD plant. 2.8.7 Determine the additional Clearwell storage capacity required for the expanded facility and provide recommendations of where to install the new storage vessels. 138 Task Order No. 2025-1 Page 8 2.8.8 Provide up to two (2) options of overall site layouts for the proposed facility expansion. Include phasing recommendations for each layout, if applicable. Provide strategies for future expansion of the plant beyond the current expansion to 56 MGD if appropriate. 2.8.9 Prepare engineering estimates of construction and capital costs associated with each layout option, including each phase if applicable. 2.8.10 Prepare a permitting outline for the proposed plant expansion. Identify the list of required permits from the South Carolina Department of Environmental Services (SC DES), North Carolina Department of Environmental Quality (NC DEQ), US Army Corps of Engineers, and other applicable agencies. Include an estimate of permitting costs and approximate schedule for obtaining the permits for the plant expansion. 2.8.11 Provide a regulatory assessment of existing treatment processes and confirm that existing and proposed treatment processes will meet existing regulations. Identify if any existing or proposed treatment process pose a risk to pending regulations or amendments to existing regulations. 2.8.12 Provide a summary of any future piloting and/or sampling recommendations to aid in the final design of the plant expansion. 2.8.13 Prepare a report summarizing the findings from the Phase 1 engineering effort. Include a construction feasibility plan that allows the existing facilities at the CRWTP to remain in full operation throughout the entire construction duration. Provide a construction timeline for the plant expansion. 2.8.14 Meet with OWNER to review Phase 1 Preliminary Engineering report. 2.8.15 Revise the Phase 1 Preliminary Engineering report up to one (1) time based on OWNER’s comments. Task 8 – Deliverables: • DRAFT and Final Preliminary Engineering Report PART 3.0 ADDITIONAL SERVICES, NOT PART OF BASIC SERVICES: PART 4.0 OWNER'S RESPONSIBILITIES: 139 Task Order No. 2025-1 Page 9 PART 5.0 PERIODS OF SERVICE: Eight (8) Months from executed Agreement/Task Order. PART 6.0 PAYMENTS TO ENGINEER: The ENGINEER will be compensated on a per diem (hourly rate) not to exceed $382,523.00 as outlined below. Task 1 Project Kickoff and Management $64,742.00 Task 2 Additional Water Quality (WQ) Monitoring and Sampling Plan $22,942.00 Task 3 Existing Conditions Evaluation $92,226.00 Task 4 PFAS Evaluation and Planning $11,960.00 Task 5 Facility Planning $32,300.00 Task 6 Algae Management and Reservoir Monitoring $36,481.00 Task 7 Treatment Alternatives Analysis $40,028.00 Task 8 Phase 1 Preliminary Engineering Report $81,844.00 All hourly rate work will be charged based upon the personnel classifications performing the work and corresponding hourly rate set forth in Attachment A, which is attached and incorporated herein by reference. An estimated breakdown of the hourly effort is outlined in Attachment B, which is attached and incorporated herein by reference. PART 7.0 OTHER: 140 Task Order No. 2025-1 Page 10 This Task Order is executed this day of , 2025. ENGINEER By: Name: Leah Stanton Title: Vice President Address: 911 Norman Alley Conway, SC 29626 UNION COUNTY, LANCASTER COUNTY WATER AND SEWER NORTH CAROLINA DISTRICT, SOUTH CAROLINA By: By: Name: Name: Title: Title: Address: 500 N. Main St. Address: 1400 Pageland Highway Monroe, NC 28112 Lancaster, SC 29720 Approved as to Legal Form: BTI This instrument has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act. _________________________ Deputy Finance Officer 141 Attachment A Page 1 Attachment A Hourly Rates EMPLOYEE TITLE BILLING RATE Principal In Charge - VP $350.00 Senior Technical Specialist $231.00 Senior Project Administrator $188.00 Project Manager 1 $169.00 Front Desk Coordinator $95.00 Senior Resident Representative $152.00 Senior Designer $196.00 Resident Representative $108.00 Senior Structural Engineer $320.00 Project Manager 1 $187.00 Senior Resident Representative $150.00 Senior Civil Designer $141.00 Senior Project Manager $257.00 Technical Project Coordinator $128.00 Principal Engineer $328.00 Senior Project Engineer $169.00 Senior Technical Leader $290.00 Senior Process Engineer $190.00 Engineer 3 $140.00 142 Attachment B Page 1 Printed on: 9/21/2025 2:42:59 PM v2025.2.5.0 (Leah Stanton) - Attachment B Level of Effort and Cost Table Project Name: LCWSD/Union County-Catawba River WTP Expansion Project Labor Brown, Timothy Senior Technical Specialist Carter, Dickie Senior Technical Specialist Carter, Vicki Senior Project Admininstrator Comeau, John Senior Team Leader Dixon, William Senior Structural Engineer Project Structure Hours Bill Hours Bill Hours Bill Hours Bill Hours Bill A - PER 36.00 8,316 12.00 2,256 B - PHASE B - ADDTL WQ MONITORING & SAMPLING 16.00 3,696 4.00 752 C - PHASE C - EXISTING CONDITIONS EVAL 60.00 13,860 40.00 9,240 16.00 3,008 16.00 5,120 D - PHASE D - PFAS EVAL & PLANNING 8.00 1,848 8.00 1,504 E - PHASE E - FACILITY PLANNING 20.00 4,620 8.00 1,504 16.00 4,640 F - PHASE F - ALGAE MANAGEMENT & RESERVOIR 15.00 3,465 2.00 376 G - PHASE G - TREATMENT ALTERNATIVES 20.00 4,620 8.00 1,504 H - PHASE H - PER 40.00 9,240 16.00 3,696 24.00 4,512 8.00 2,320 8.00 2,560 Total 215.00 49,665 56.00 12,936 82.00 15,416 24.00 6,960 24.00 7,680 143 Attachment B Page 2 Printed on: 9/21/2025 2:42:59 PM v2025.2.5.0 (Leah Stanton) - Attachment B Level of Effort and Cost Table Project Name: LCWSD/Union County-Catawba River WTP Expansion Project Labor Kearnan, Aaron Engineer III McGougan, Jessica Senior Project Manager McGougan, Joseph Principal Engineer Reid, Andrew Senior Technical Leader Stanton, Leah Chief Operating Officer Terravecchia, Gianna Senior Process Engineer Hours Bill Hours Bill Hours Bill Hours Bill Hours Bill Hours Bill 26.00 6,682 16.00 5,248 52.00 15,080 10.00 3,500 64.00 12,160 40.00 5,600 8.00 2,624 8.00 2,320 1.00 350 40.00 7,600 16.00 5,248 20.00 5,800 4.00 1,400 80.00 15,200 8.00 2,056 4.00 1,312 8.00 2,320 4.00 1,400 8.00 1,520 20.00 2,800 12.00 3,936 20.00 5,800 4.00 1,400 40.00 7,600 40.00 5,600 10.00 3,280 16.00 4,640 1.00 350 8.00 1,520 40.00 5,600 18.00 5,904 20.00 5,800 4.00 1,400 80.00 15,200 60.00 8,400 24.00 6,168 16.00 5,248 40.00 11,600 4.00 1,400 80.00 15,200 200.00 28,000 58.00 14,906 100.00 32,800 184.00 53,360 32.00 11,200 400.00 76,000 144 Attachment B Page 3 Printed on: 9/21/2025 2:42:59 PM v2025.2.5.0 (Leah Stanton) - Attachment B Level of Effort and Cost Table Project Name: LCWSD/Union County-Catawba River WTP Expansion Project Labor Reimb. Expenses Reimb. Consultants Total Total Total Total Hours Bill Bill Bill Bill 216.00 53,242 11,500 64,742 117.00 22,942 22,942 252.00 58,876 33,350 92,226 48.00 11,960 11,960 140.00 32,300 32,300 92.00 19,231 17,250 36,481 190.00 40,028 40,028 320.00 70,344 11,500 81,844 1,375.00 308,923 11,500 62,100 382,523 145 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-698 Agenda Date:11/17/2025 TITLE:..title Bid Award - Waxhaw North Sanitary Sewer Replacement & Rehabilitation INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: 1) Adopt Resolution for Tentative Award of the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project construction, 2) contingent upon North Carolina Department of Environmental Quality’s issuance of the Authority to Award, award contract to North American Pipeline Management, LLC in the amount of $3,138,610.00; 3) 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; and 4) adopt Resolution Providing Notice of Construction of the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project. PRIOR BOARD ACTIONS: 1) March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK Dickson Task Order 2021-01 for engineering field assessment and preliminary design services for the project in an amount of $104,850.00. 2) March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved WK Dickson Task Order 2021 -09 for final design, permitting, and bidding services in an amount of $135,509.00. 3) August 12, 2024, Regular Meeting, Agenda Item #24-530 - Adopted resolution accepting Appropriations Act (S.L. 2023-134) funding in the amount of $1,477,500.00 from the North Carolina Department of Environmental Quality Division of Water Infrastructure and authorized the County Manager to execute all necessary documentation related to the acceptance. BACKGROUND: The Capital Improvement Plan (CIP)includes an annual allocation in the Wastewater Rehabilitation & Replacement Program to assess,prioritize,and rehabilitate/replace sanitary sewer collection system infrastructure.This project is Year 1 of a two-year rehabilitation project to replace the aged Septic Tank Effluent Gravity (STEG)wastewater collection system in Waxhaw.This Year 1 project consists of the replacement of approximately 4,500 linear feet of 4-inch and 6-inch sewer lines with 8-inch and 10-inch sewer mains in the Waxhaw downtown area on the north side of Highway 75. On August 21,2025,the Procurement Department partnered with Union County Water (UCW)to issue an Invitation for Bid IFB 2024-083 Waxhaw North Sanitary Sewer Replacement &Rehabilitation project.On October 2,2025,two (2)bids for the title project were received.Since fewer than three Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™146 File #:25-698 Agenda Date:11/17/2025 (3) bids were received, the submitted bids were returned to the bidders unopened. On October 3, 2025, the Procurement Department partnered with Union County Water to re-issue an Invitation for Bid IFB 2024-083 (Rebid) Waxhaw North Sanitary Sewer Replacement & Rehabilitation project. On October 14, 2025, one (1) bid for the title project was received and processed. All bids were tabulated, reviewed and certified by Ardurra (previously WK Dickson). The single bid was in the amount of $3,138,610.00; staff recommends that the project be awarded to the lowest, responsive, responsible bidder, North American Pipeline Management, LLC, in the amount of $3,138,610.00. FINANCIAL IMPACT: Funding is available within the adopted capital account 60185522 -STEG Assessment Waxhaw to support the construction contract amount of $3,138,610.00. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™147 1213 W. Morehead Street, Suite 300 | Charlotte, NC 28208 | 704.334.5348 | www.ardurra.com OCTOBER 29, 2025 MR. NATHANIEL GROVE SENIOR ENGINEER | CAPITAL IMPROVEMENT PROGRAM UNION COUNTY WATER 500 N. MAIN STREET, SUITE 600 MONROE, NORTH CAROLINA 28112 SUBJECT: IFB# 2024-083Rebid Waxhaw North Sanitary Sewer Replacement & Rehabilitation Project Number: 20230277.00.CL Bid Tabulation and Recommendation Dear Mr. Grove: Enclosed is the Certified Bid Tabulation for the referenced project. One bid was submitted. The one bidder is North American Pipeline Management, LLC (NAPM), of Marietta, Georgia. The bid was found to be free of mathematical errors or oversights and appears to be complete and compliant with the Contract Documents. I have worked with NAPM on previous projects as a consultant Project Manager and Construction Contract Administrator. In my experience, NAPM successfully executed and delivered similar projects for public utility and local government owners, including Winston- Salem/Forsyth County Utilities and The City of Lancaster, South Carolina. In effort to evaluate the Contractor’s responsiveness beyond my firsthand experience, many of the listed references were contacted. I spoke with a professionally licensed Project Manager, a Local Government Official, and an owner’s representative/inspector, all of whom worked with NAPM on previous projects. References I spoke with were involved in the design and/or construction contract administration of utility replacement and rehabilitation projects in Columbia, SC, Apex, NC, Norwood, NC, and Pilot Mountain, NC. All references contacted shared generally positive feedback regarding NAPM. References specifically spoke about NAPM’s high quality of workmanship and collaborative approach to construction alternatives analyses and change management. I also spoke with NAPM’s Operations Manager and Senior Project Manager to further evaluate their understanding of the project and planned approach to the specific elements and nature of this project. I understand their superintendent visited the project site during the bidding process 148 October 29, 2025 Page 2 1213 W. Morehead Street, Suite 300 | Charlotte, NC 28208 | 704.334.5348 | www.ardurra.com to become familiar with the Town and specifics of the project environment ahead of submitting their bid. Throughout my efforts and discussions, I found no issues of concern regarding NAPM’s ability to perform the scope of work and deliver a successful outcome for Union County Water on this project. Based on the information outlined above, I herein declare North American Pipeline Management, LLC. to be a responsive and responsible bidder. Based on the results of this Bid and the information we have received at this time, I recommend Union County award the contract to North American Pipeline Management, LLC. in the amount of $3,138,610.00, equating to their Total Bid Price (Total Base Bid + Alternate 1 + Alternate 2). We appreciate the opportunity to provide this service for Union County Water, and we are available to address any questions you may have. Sincerely, ARDURRA _________________________________________ Jake Berkshire, PE Project Manager Enclosures (1) C: Caleb Brehm, PE – Project Engineer, ARDURRA James T. Lyon, PE – Engineering Manager, ARDURRA 149 150 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS FOR TENTATIVE AWARD OF THE WAXHAW NORTH SANITARY SEWER REPLACEMENT & REHABILITATION PROJECT WHEREAS, bids were received, pursuant to duly re-advertisement notice on October 3, 2025, therefore, for construction of the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project; and WHEREAS, the Engineer of Record, Ardurra, has reviewed the bids; and WHEREAS, North American Pipeline Management, LLC was the lowest responsive, responsible bidder for the Waxhaw North Sanitary Sewer Replacement & Rehabilitation project, in the total bid amount of $3,138,610.00; and WHEREAS, the Engineer of Record recommends Tentative Award to the lowest responsive, responsible bidder, North American Pipeline Management, LLC. NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners that: 1. That Tentative Award is made to the lowest responsive, responsible bidder, North American Pipeline Management, LLC in the total bid amount of $3,138,610.00. 2. That Tentative Award is contingent upon the approval of the North Carolina Department of Environmental Quality by issuance of the Authority to Award. Adopted this the 17th day of November 2025. Attest: Lynn West Melissa Merrell Clerk to the Board Chair Union County Board of Commissioners 151 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF WAXHAW NORTH SANITARY SEWER REPLACEMENT & 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 Waxhaw North Sanitary Sewer Replacement & 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 Waxhaw North Sanitary Sewer Replacement & 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 17th day of November, 2025. Attest: Lynn West Melissa Merrell Clerk to the Board Chair, Union County Board of Commissioners 152 153 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-701 Agenda Date:11/17/2025 TITLE:..title Contract Amendment - GIS Managed Services INFORMATION CONTACT: Luke Fawcett, Union County Water, Planning & Resource Management Assistant Director, 704-296- 4237 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement 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: January 6, 2025, Regular Meeting, Agenda Item #24-879 - Contract Amendment - GIS Managed Services BACKGROUND: GIS Managed Services refers to the cloud-hosted, vendor-supported infrastructure used to power Union County Water’s geospatial systems and tools. In December 2021, Union County first partnered with ROK Technologies to provide a managed ArcGIS Enterprise environment hosted in AWS. This decision was driven by the increasing demands on GIS infrastructure and the growing role of geospatial data in utility operations. This amendment is required to extend and update the cost increase by $5,952 for the AWS cloud services that Rok Technologies manages for Union County. Rok Technologies manages to cloud services that support Union County Water’s operational web maps, work applications, data warehousing, integrations, and analytical functions. FINANCIAL IMPACT: The pricing for the Services for the Extended Term of one year is $163,872.00 which will be funded by Union County Water enterprise fund. Funding is available within approved FY26 operating budget. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™154 1 STATE OF NORTH CAROLINA AMENDMENT #4 COUNTY OF UNION This Amendment, made and entered into as of _________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, hereinafter referred to as “Client,” and ROK TECHNOLOGIES, LLC, a South Carolina limited liability company, hereinafter referred to as “ROK Technologies,” shall modify as indicated that agreement between the parties dated September 20, 2021, as amended, hereinafter referred to as the “Agreement.” W I T N E S S E T H: WHEREAS, ROK Technologies and Client entered into an Agreement pursuant to which ROK Technologies would provide Client with implementation and managed services related to and in support of Client’s AWS environment and Esri ArcGIS® Enterprise software (the “Services”); and WHEREAS, Client now desires to extend the term of the Agreement for one (1) year; and WHEREAS, ROK Technologies is willing to continue to provide the Services during the extended term. NOW, THEREFORE, in consideration of the parties’ continuing obligations under the Agreement and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto do each contract and agree with the other as follows: 1. The parties agree to extend the term of the Agreement for one (1) year, beginning December 1, 2025, and ending November 30, 2026 (the “Extended Term”). 2. The parties further agree that the pricing for the Services for the Extended Term shall be $13,656.00 per month, with the annual amount not to exceed $163,872.00. 3. This Amendment shall be governed by the terms of the Master Service Agreement (“MSA”) and Service Level Agreement (“SLA”) between the parties dated September 20, 2021, as amended, including Exhibit A to the MSA and SLA. The MSA, SLA and related amendments are attached hereto and incorporated herein by reference. 4. Except as herein amended, the terms and provisions of the Agreement shall remain in full force and effect. 5. Each signatory below warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Amendment. Each signatory further warrants that the execution, delivery and performance by it of this Amendment and the Agreement has been duly authorized and approved by all requisite action of the party’s management and appropriate governing body. 155 2 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals and caused this Amendment to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager ROK TECHNOLOGIES, 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 156 ROK Technologies, LLC GIS Managed Cloud Services 1 R 1 Carriage Lane Suite B-201 | p 888-898-3404 | f 843.225-1813 | info@ROKtech.net County of Union, NC Public Works Master Services Agreement Version 1 | 9/7/2021 DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 157 ROK Technologies, LLC GIS Managed Cloud Services 2 R Master Services Agreement This Master Services Agreement (the “MSA”) is effective as of September 1, 2021 (the “Effective Date”) by and between ROK Technologies, LLC (“ROK”) and Union County, NC (“Client”). Rok and Client are each individually referred to herein as a “Party” and collectively as the “Parties.” This MSA shall govern the Parties’ relationship as more fully described in Statements of Work (each, an “SOW”) agreed upon between the Parties pursuant to the terms of this MSA. This MSA anticipates the execution of various written SOWs and the following terms shall apply to such SOWs. The MSA, SOW and all exhibits, addendums and/or amendments thereto are collectively referred to herein as the “Agreement.” 1.RECITALS. A.ROK is in the business of architecting, hosting and managing the infrastructure for geographical information system—or “GIS”—computing systems for its business clients. B.Client seeks to hire ROK to provide certain Services in relation to Client’s own GIS Platform, and ROK desires to provide the same pursuant to the terms and conditions of this Agreement. C.NOW, THEREFORE, in consideration of the mutual covenants, terms, and conditions set forth herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: 2.SELECT DEFINITIONS. A.“Client’s Platform” or the “Platform” means the collection of Client data and applications managed by ROK pursuant to this Agreement. B.“Managed Services” means the management of Client’s Platform by ROK pursuant to a Service Level Agreement. C.“Non-Tenant” means Client if Client’s Platform is not hosted by ROK—for example, if Client engages a third-party cloud service provider such as AWS or Azure, or, uses on-premises or similar Client- owned equipment to host Client’s Platform and contracts with ROK for Managed Services only. D.“Professional Services” means any and all Services rendered by ROK to Client pursuant to an SOW other than Managed Services, such as consultation, data assessment and recommendations, and so forth. E.“Services” means any and all Services rendered by ROK to Client pursuant to an SOW, including all Managed Services and Professional Services. F.“Tenant” means Client if Client’s Platform is hosted by ROK on ROK’s cloud-based systems. G.“Service Level Agreement” or “SLA” means a type of SOW that sets forth the specific terms applicable to ROK’s provision of Managed Services. 3.SERVICES. A.Services. Services will be provided by ROK pursuant to the terms and conditions of this Agreement and any applicable SOW—including, where applicable, a Service Level Agreement. B.Subcontractors. ROK may use subcontractors (under separate contract to ROK) to perform the Services, or portion(s) thereof. 4.SOWs. A.Form of SOW. ROK will not proceed with performing Services until both Client and ROK have signed the applicable SOW. Each SOW, once signed by both Parties, will become a part of this Agreement. Each SOW must be in writing and should include, at a minimum: i.Description of Services and deliverables in sufficient detail to gauge the successful progress and completion of the Services; ii.Period of duration, expected date(s) of completion (by phase/milestone or entire project) or delivery of deliverables, and/or other performance timetable; iii.If applicable, designated means of performance, including identification of any particular roles or individuals required to participate in the Services; iv.Resources required from Client for performance of the Services, such as access to DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 September 20, 2021 158 ROK Technologies, LLC GIS Managed Cloud Services 3 R particular information, systems, or environments, involvement of specific personnel, and so forth; v.If applicable, acceptance criteria and testing period, permissible reasons for rejection and ROK’s duty to remedy the same, if any; vi.Fees owed to ROK for the Services, along with method of computation (e.g., fixed fee or hourly rate) and timing/conditions of payment (e.g., milestone-based); vii.Description and estimated amounts of any significant reimbursable expenses expected to be incurred; and viii.Identification of the Client department responsible for overseeing the project and Client employee designated as project owner. B.Amendment. SOWs may only be amended by a written document signed by each Party’s authorized representative, and per the change management procedures set forth therein. C.Governance. Each SOW will, upon execution by both of the Parties hereto, be incorporated into and become part of this Agreement. In the event of any conflict between this Agreement and any SOW, the terms and conditions of the applicable SOW shall control as to the specific deliverables and Services addressed in said SOW, and this Agreement shall control as to all other matters. 5.PRICING. A.Pricing. Prices for Services will be specified in one of the following, as applicable to the Services to be provided: i.Those specified in ROK’s then-current price list, less any applicable discount at the time of ROK’s acceptance of an SOW; ii.Those specified in a written price quotation submitted by ROK; or iii.Those specified in the SOW; or iv.Incidental extra fees agreed-upon by the Parties from time to time (for example, additional work authorized outside business hours or weekends). 1. Premium rates outside normal business hours during the business week will be billed at one and one- half times the agreed upon labor rate. 2. Premium rates on weekends and us holidays will be billed at twice the agreed upon labor rate. B.Taxes. All prices are exclusive of any taxes, fees, duties or other applicable amounts. Client shall pay the taxes related to Services purchased pursuant to this Agreement, or Client shall present an exemption certificate acceptable to the taxing authorities. Applicable taxes, if any, will be billed as a separate item on the invoice. ROK reserves the right to increase the fees for Services in the event Client determines any withholding tax obligation prevents ROK from receiving the specified prices for such Services pursuant to Section 5(a) above. 6.PAYMENT AND INVOICING. A.Payment. Unless otherwise indicated in an SOW, payment terms are due 30 days from receipt of an accurate invoice. Any sum not paid by Client within sixty (60) days from the date of the invoice will bear interest from the date of the invoice until paid at a rate of: (i) ten (10) per cent per annum or (ii) the maximum rate permitted by law, whichever is less. All payments are conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. B.Invoicing. As set forth below, ROK will invoice Client depending on the type of Services: i.For Managed Services, unless otherwise agreed by the Parties in the applicable SOW, ROK will invoice Client for such Services, and payment will be due, in advance of performance of the same. ii.For Professional Services, ROK will invoice Client per the SOW’s invoicing schedule. Invoices may contain multiple milestones or a single invoice at the start or end of the project. Unless otherwise mutually agreed upon in writing or via a change management procedure, the total invoiced amounts for SOW milestones shall not exceed the total amount agreed upon in the SOW. If a SOW does not contain a milestone schedule, ROK will invoice DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 159 ROK Technologies, LLC GIS Managed Cloud Services 4 R Professional Services performed under such SOW as set forth in such SOW. C.Deposit. ROK reserves the right to charge Client a deposit for payment on any SOW. D.Disputed Charges. Written notice of any disputed charge must be received by ROK within 20 days of the date of issuance of the invoice in question or Client forfeits the right to dispute the charge. This notice must include the invoice number in dispute, the item(s) and amoun t(s) disputed and a complete description of the basis for Client withholding payment. Notice of any disputed charge does not release Client from the obligation of paying any remaining balance of the invoice under the terms specified. Upon resolution of the disputed charge, ROK will issue a credit memo or Client will pay the total amount outstanding referenced by the dispute. E.Collections. If payment has not been received within the three-month period after the due date, ROK will have no other option but to undertake collection and enforcement efforts. If collection and enforcement efforts are undertaken by ROK, Client shall be liable for all costs thereof, including reasonable attorneys’ fees. If Client is in arrears on any invoice, ROK may, upon giving notice, apply any deposit thereto and suspend, withhold or terminate further performance of Services until all arrearages are brought current. 7.TERM AND TERMINATION. A.Term. The term of this Agreement will commence on the Effective Date and, unless terminated pursuant to this Section 7, shall remain in effect until the later of one (1) year after the Effective Date or (2) sixty (60) days after completion of all rights and obligations by each Party under any SOW, so long as no other SOWs are outstanding. B.Termination. This Agreement, and any Services being performed hereunder, may be terminated immediately by either Party upon written notice: i.If the other Party breaches any of the material provisions of this Agreement and the breach is not capable of being cured or after providing thirty (30) days written notice to the breaching Party if the breaching Party fails to cure such breach within such period; ii.If the other Party: ceases, or threatens to cease to carry on business as a going concern; or becomes or may become the object of the institution of voluntary or involuntary proceedings in bankruptcy or liquidation, or a receiver or similar officer is appointed with respect to the whole or a substantial part of its assets; or an event similar to any of the foregoing occurs under applicable law; iii.If, except as provided below, either Party assigns (by operation of law or otherwise, including merger) or transfers any of the rights or responsibilities granted under this Agreement, any support agreement, or any SOW, without the prior written consent of the other Party, or in the event of a sale of all or substantially all of such Party’s assets, or transfer of a controlling interest in such Party to an unaffiliated third Party. Notwithstanding the foregoing: ROK reserves the right to subcontract Services to any affiliate or third-party organization to provide Services to Client, and ROK may assign this Agreement or all or any portion of its rights and obligations hereunder, to any affiliate of ROK; and/or iv.If fees are not paid when due and payment has not been received within thirty (30) days after notice from ROK to Client of such past due payment, ROK may suspend or withhold the provision of Services until all amounts past due are paid in full, and/or immediately terminate this Agreement or any Services provided hereunder. v.Upon termination or expiration of this Agreement ROK shall return all of Client’s data to Client, in a non-proprietary and reasonably available format, within five (5) business days of the Agreement's termination. After receiving written confirmation of Client's receipt of such data, ROK shall ensure, and certify to Client, that all of Client's data still in its (or any related entities') possession is destroyed within thirty (30) days of Client's confirmation, unless applicable law prevents destruction of such data. C.Change of Scope. ROK reserves the right to change the scope and content of any of the Services upon ninety (90) days prior notice to Client. Such changes will become effective upon Client’s renewal of the applicable Services. D.Effect of Termination. i.If, following termination of this Agreement, the Parties execute an SOW, then any such SOW will be governed by the terms and conditions of this Agreement notwithstanding the DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 160 ROK Technologies, LLC GIS Managed Cloud Services 5 R earlier termination of this Agreement, unless and until the Parties execute a new MSA to govern the SOW. ii.Each of the Services provided hereunder will terminate immediately upon termination of this Agreement, unless otherwise agreed by the Parties. Notwithstanding the foregoing, the Parties’ ongoing obligations under any non-terminated SOWs will continue through the end of their defined term, unless otherwise agreed by the Parties in writing. iii.Upon termination of this Agreement or any Services, Client shall pay ROK for all work ROK has performed up to the Effective Date of termination at the agreed upon prices, fees and expense reimbursement rates. iv.Sections 4(c), 6(e), 6(f), liability under Section 9, and Sections 10 through 16 shall survive termination of this Agreement. 8.BACKUPS; DATA LOSS OR CORRUPTION. A.Tenant Backups. For Tenants, backups will be performed and retained by ROK according to the schedule set forth in the SLA or other SOW. B.Non-Tenant Backups. For Non-Tenants, Non-Tenant shall be responsible for performing and retaining current backups of its systems and data. At its exclusive option, ROK shall be entitled to perform and retain its own backups of Client’s systems and data according to the schedule set forth in the SLA or other SOW. Client understands and agrees that said backup by ROK is merely intended as a secondary backup and that Client, as the owner of the infrastructure, is expected to make primary backups at a frequency reasonably sufficient to protect Client’s data and restore the same, if needed. C.Data Loss or Corruption. Whether Client is a Tenant or Non-Tenant, ROK is not responsible for any loss, alteration, destruction, damage, or corruption of data resulting from Client’s introduction of a virus or other corrupting force (a “Virus”). Any warranty or service contract does not cover infection of any Client application or system with such as a Virus. For Non-Tenants, because the Client owns and controls the infrastructure of its systems, any virus not expressly introduced by ROK shall be deemed a Virus introduced by Client. ROK may, at its discretion, bill Client for the Professional Services required to remove a Virus and restore the system. D.D. Security; Data. See attached Exhibit A. 9.CLIENT RESPONSIBILITIES AND RESTRICTIONS. A. Tenant responsibilities. As a Tenant, Client shall be solely responsible for: i. Confidentially maintaining an accurate and complete list of all individuals that are authorized by Client to have access credentials (“Authorized Users”); ii. The security and use of access credentials by the Authorized Users; iii. The use of the Services by the Authorized Users in compliance with Client’s responsibilities and restrictions under this Agreement; iv. Employing all physical, administrative, and technical controls, screening, security procedures, and other safeguards necessary to securely administer the distribution and use of all access credentials and protect against any unauthorized access to or use of the Services and control of data, including the uploading or other provision of data for processing by the Services; v. The content of the data provided to ROK or otherwise hosted by ROK for the Client under this Agreement, including without limitation ensuring that all such content is benign and suitable for hosting in a public cloud environment; vi. Securing and maintaining all rights in the data provided to ROK or otherwise hosted by ROK for the Client necessary for ROK to provide Services without violating the rights of any third party or otherwise obligating ROK to Client or to any third party; vii. Use of the Services in a manner that infringes, misappropriates, or otherwise violates any intellectual property right, privacy right, or other right of any third party including by any unauthorized access to, misappropriation, use, alteration, destruction, or disclosure of the data of any third party, or that violates any applicable law; viii.Client’s information technology infrastructure, including computers, software, databases, electronic systems (including database management systems), and networks, whether operated directly by Client , which is attached and incorporated herein by reference.Int. ______ DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 161 ROK Technologies, LLC GIS Managed Cloud Services 6 R or through third-Party services; ix. All access to and use of the Services directly or indirectly with or without Client’s knowledge or consent, including all results obtained from, and all conclusions, decisions, and actions based on, such access or use; and x. Providing all cooperation and assistance as ROK may reasonably request to enable ROK to exercise its rights and perform its obligations under and in connection with this Agreement. B. Tenant restrictions. As a Tenant, Client shall not, and shall not permit others to: i. Copy, modify, or create derivative works or improvements of the Services; ii. Rent, lease, lend, sell, sublicense, assign, distribute, publish, transfer, or otherwise make available any Services to any third-Party without first obtaining approval from ROK, including on or in connection with the internet or any time-sharing, service bureau, software as a service, cloud, or other technology or service; iii. Reverse engineer, disassemble, decompile, decode, adapt, or otherwise attempt to derive or gain access to the source code of the Services, in whole or in part; iv. Bypass or breach any security device or protection used by the Services or access or use the Services other than by an authorized user through the use of his or her own then valid access credentials; v. Input, upload, transmit, or otherwise provide to or through the Services, any information or materials that are unlawful or injurious, or contain, transmit, or activate any harmful code; vi. Damage, destroy, disrupt, disable, impair, interfere with, or otherwise impede or harm in any manner the Services, ROK systems, or ROK’s provision of Services to any third Party, in whole or in part; vii. Remove, delete, alter, or obscure any trademarks, specifications, documentation, warranties, or disclaimers, or any copyright, trademark, patent, or other intellectual property or proprietary rights notices from any Services, including any copy thereof; viii.Access or use the Services in any manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual property right or other right of any third Party including by any unauthorized access to, misappropriation, use, alteration, destruction, or disclosure of the data of any third-Party, or that violates any applicable law; ix. Access or use the Services for purposes of competitive analysis of the Services, the development, provision, or use of a competing service or product or any other purpose that is to ROK’s detriment or commercial disadvantage; or x. Access or use the Services in, or in association with, the design, construction, maintenance, or operation of any hazardous environments, systems, or applications, any safety response systems or other safety - critical applications, or any other use or application in which the use or failure of the Services could lead to personal injury or severe physical or property damage. C. Tenant Responsibility for Certain Factors Affecting Uptime. The service commitment and hourly or uptime commitment in any Service Level Agreement do not apply to any unavailability, suspension or termination of an included Service, or any other included Service performance issues: (i) caused by factors outside of ROK’s reasonable control, including any force majeure event or internet access or related problems beyond the demarcation point of the applicable included Service; (ii) that result from any actions or inactions of Client or any third party, including failure to acknowledge a recovery volume; (iii) that result from Client’s equipment, software or other technology and/or third party equipment obtained by Client, software or other technology (other than third-party equipment within ROK’s direct control); (iv) that result from Client or third-party (including AWS) policies or protocols inherited by ROK; (v) relating to compliance with laws applicable to Client or Client’s industry that are not generally applicable to information technology service providers; or (vi) arising from ROK’s suspension or termination of Client’s right to use the applicable included Service in accordance with the Agreement. If availability is impacted by factors other than those listed herein or used in ROK’s monthly uptime percentage calculation, then ROK may issue a service credit to Client at its exclusive discretion. D. Non-Tenant responsibilities. As a Non-Tenant, Client shall be solely responsible for: i. Confidentially maintaining an accurate and complete list of Authorized Users; ii. The security and use of access credentials by the Authorized Users; iii. The use of the Services by the Authorized Users in compliance with Client’s responsibilities and DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 162 ROK Technologies, LLC GIS Managed Cloud Services 7 R restrictions under this Agreement; iv. Employing all physical, administrative, and technical controls, screening, and security procedures and other safeguards necessary to securely administer the distribution and use of all access crede ntials and protect against any unauthorized access to or use of the Services and control the content and use of Client data, including the uploading or other provision of data for processing by the Services; v. The content of data associated with or effected by Services provided by ROK, including without limitation ensuring that all such content is benign and suitable for hosting in a public cloud environment; vi. Security, protection, and backup of data associated with or effected by Services provided by ROK; and vii. Compliance with laws applicable to the use of data associated with or effected by Services provided by ROK; viii.Use of Services in a manner that infringes, misappropriates, or otherwise violates any intellectual property right, privacy right, or other right of any third Party including by any unauthorized access to, misappropriation, use, alteration, destruction, or disclosure of the data of any third-Party, or that violates any applicable law; ix. Set up, maintenance, and operation all Client systems in good repair on or through which the Services are accessed or used; x. Providing ROK with such access to Client’s premises and Client systems as is reasonably necessary for ROK to perform the Services; xi. Client’s information technology infrastructure, including computers, software, databases, electronic systems (including database management systems), and networks, whether operated directly by Client or through the use of third-Party services; xii. All access to and use of the Services directly or indirectly with or without Client’s knowledge or consent, including all results obtained from, and all conclusions, decisions, and actions based on, such access or use; and xiii.Providing all cooperation and assistance as ROK may reas onably request to enable ROK to exercise its rights and perform its obligations under and in connection with this Agreement. E. Non-Tenant Restrictions - as a Non-Tenant, Client shall not, and shall not permit others to: i. Copy, modify, or create derivative works or improvements of the Services; ii. Reverse engineer, disassemble, decompile, decode, adapt, or otherwise attempt to derive or gain access to the source code of the Services, in whole or in part; iii. Damage, destroy, disrupt, disable, impair, interfere with, or otherwise impede or harm in any manner the Services or ROK’s provision of Services; iv. Remove, delete, alter, or obscure any trademarks, specifications, documentation, warrant ies, or disclaimers, or any copyright, trademark, patent, or other intellectual property or proprietary rights notices from any Services, including any copy thereof; v. Access or use the Services in any manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual property right or other right of any third Party including by any unauthorized access to, misappropriation, use, alteration, destruction, or disclosure of the data of any third-Party, or that violates any applicable law; vi. Access or use the Services for purposes of competitive analysis of the Services, the development, provision, or use of a competing service or product or any other purpose that is to ROK’s detriment or commercial disadvantage; or vii. Access or use the Services in, or in association with, the design, construction, maintenance, or operation of any hazardous environments, systems, or applications, any safety response systems or other safety - critical applications, or any other use or application in which the use or failure of the Services could lead to personal injury or severe physical or property damage. F.All Clients. Except to the extent caused by ROK’s breach of this Agreement, Client is responsible for all activities that occur on Client’s Platform or under all Client accounts, regardless of whether the activities are authorized by Client or undertaken by Client, Client’s employees or a third party (including Client’s contractors, agents or end users), and ROK is not responsible for unauthorized access to Client accounts. 10.WARRANTY; DISCLAIMER AND LIMITATIONS. DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 163 ROK Technologies, LLC GIS Managed Cloud Services 8 R A.Services Warranty. With respect to Services performed by ROK, ROK warrants to Client, unless otherwise specified in writing, that the Services as and when delivered or rendered, will conform to the standard of care exhibited by reasonably skilled contractors in the industry (network systems integration). Client shall notify ROK in writing within ninety (90) days after provision of the Services in question if any of the Services fail to conform to the standard of care set forth in this Agreement. The passage of the thirty (30) day period after provision of the Services without the notification described herein shall constitute Client’s final acceptance of the Services. B.Third-Party Product Warranties. With respect to particular products manufactured or supplied by third parties to ROK for resale to Client, ROK MAKES NO WARRANTIES OF ANY KIND IN ADDITION TO OR EXCEEDING THE WARRANTY SUPPLIED OR OFFERED BY THE RESPECTIVE MANUFACTURER OR SUPPLIER, which shall be transferred or assigned to Client, if possible, and Client’s recovery is limited to recovery against such manufacturer or supplier for breach of any applicable warranties of manufacturer or supplier. In the event of a claim by Client for breach of product warranty, ROK must follow the warranty policy established by the manufacturer. This policy may require return of the warranted item to the manufacturer for repair. At Client’s request, ROK agrees to take all actions reasonably necessary or appropriate to secure Client’s rights and to protect its interests under such third-party warranties. Work performed by ROK, not covered by product warranty, will be billed to Client at the applicable ROK rate. C.Disclaimer. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, THE SERVICES ARE PROVIDED ON AN “AS IS” BASIS. USE AND RELIANCE ON THE SERVICES ARE AT CLIENT’S OWN RISK. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, ROK EXPRESSLY DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTY RELATING TO THE SERVICES, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, MERCHANTABLE OR SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, OR ARISING FROM COURSE OF PERFORMANCE, COURSE OF DEALING, OR USAGE OF TRADE. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, ROK EXPRESSLY DISCLAIMS ANY THAT USE OF OR ACCESS TO THE SERVICES WILL BE CONTINUOUS, UNINTERRUPTED, ERROR-FREE, FREE OF DEFECTS, OR FREE OF TECHNICAL PROBLEMS. 11.NON-SOLICITATION. During the term of this Agreement and for a period of one (1) year following the end of this Agreement, neither Party will (i) offer employment to any employee of the other Party; or (ii) attempt to directly or indirectly induce any employee of the other Party to terminate his or her employment. In the event of a breach of this section, money or damages may not be an adequate remedy, and, therefore, in addition to any other legal or equitable remedies, each Party shall be entitled to seek an injunction against such breach. The obligations set forth in this section are independent covenants and shall survive termination of this Agreement. Notwithstanding the foregoing, each Party shall be free to offer employment to any employee or subcontractor that directly contacts such Party in response to general public advertisements of employment opportunities (including the use of employment agencies and recruiters). 12.DISPUTE RESOLUTION. A.Governing Law. This Agreement, including without limitation this Agreement's interpretation, shall be treated as though this Agreement were executed and performed in the State of North Carolina, and shall be governed by and construed in accordance with the laws of the State of North Carolina without regard to its conflict of law principles. The language in this Agreement shall be interpreted in accordance with its fair meaning and not strictly for or against either Party. B.Venue. The proper and exclusive venue for any judicial action between the Parties —including any remedies in aid of arbitration, such as a petition to compel arbitration or confirm an arbitration award — shall be the state and federal courts located in or nearest to Monroe, North Carolina C.Legal Fees. If any dispute arises between the Parties with respect to the matters covered by this Agreement which leads to a proceeding to resolve such dispute, the prevailing Party in such proceeding shall be entitled to receive its reasonable attorneys’ fees, expert witness fees, litigation costs (including arbitration fees and court fees), and any other relief it may be awarded, as permitted by NC law. 13.CONFIDENTIALITY. A.Confidential Information. “Confidential Information” shall mean and include all of the proprietary, non-public information of either Party disclosed pursuant to or in furtherance of this Agreement including but not limited to all Technical Information as defined herein, and any information relating DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 164 ROK Technologies, LLC GIS Managed Cloud Services 9 R to markets, customers, products, patents, inventions, procedures, methods, designs, object code, data, programs, improvements, training materials, workflows, and works of authorship. Notwithstanding the foregoing, “Confidential Information” shall not include any information, that the recipient can demonstrate through its records (i) was in its knowledge or possession prior to disclosure by the discloser, (ii) was in the public domain at the time of disclosure or subsequently entered the public domain through no fault of recipient, or (iii) was disclosed to recipient by a third party with the right to make such a disclosure or (iv) meet the definition of a “public record” as defined by North Carolina law. B.Duty of Nondisclosure. It is expected that, appurtenant to this Agreement, each Party to this may disclose certain Confidential Information to the other Party. Each Party shall refrain from using or exploiting any Confidential Information of the other Party for any purposes or activities other than those specifically authorized in this Agreement. Each Party repr esents and warrants that it will hold Confidential Information in confidence and protect Confidential Information to the same extent and by the same means it uses to protect the confidentiality of its own proprietary or confidential information that it does not wish to disclose. Neither Party shall disclose or facilitate disclosure of Confidential Information of the other Party to anyone except its employees, independent contractors, or legal or tax advisors who are authorized according to this Agreement a nd who have a “need to know such information”, or as otherwise required by law. Each Party shall ensure that the employees, independent contractors, or legal or tax advisors to whom the Confidential Information is disclosed comply with their obligations under this Agreement with respect to the Confidential Information. C.Survival. Each Party’s duty of confidentiality with respect to all Confidential Information it receives hereunder will survive termination of expiration of this Agreement and will be binding upon each Party’s successors and assigns. Upon termination or expiration of this Agreement, all Confidential Information made available hereunder, including copies thereof, shall be returned to the disclosing Party or shall be certified as destroyed at the request of the disclosing Par ty. the Parties may disclose, or may have disclosed, to each other, both orally and in writing or in other tangible form, certain confidential information with respect to each Party’s business, as well as the Services provided under this Agreement. The Parties hereby agree to keep such information and the terms of this Agreement confidential. D.Disclosure to Subcontractors. Notwithstanding any other provision of this Section 19, ROK shall be authorized to disclose Client’s Confidential Information to subcontractors, contractors or employees of a ROK entity who have a legitimate business need to have access to such information, only with the express consent of Client. ROK shall be responsible for any breach of this Agreement caused by any of its subcontractors, employees or agents. 14.INTELLECTUAL PROPERTY. A.Pre-Existing IP. Each Party will retain the exclusive ownership of all of its pre -existing intellectual property, Confidential Information and materials, including, without limitation, proprietary ideas, sketches, diagrams, text, know-how, concepts, proofs of concepts, artwork, software, algorithms, methods, processes, identifier codes or other technology that are owned by a Party prior to commencement of any Services hereunder, or that are otherwise developed by or for such Party outside the scope of this Agreement. Client may at any time, access and retrieve all of its data stored in ROK's (or any related entities') infrastructure. B.ROK IP. Except as otherwise expressly set forth in this Agreement or an applicable SOW, ROK owns and will continue to own all right, title, and interest in and to the Services, products, deliverables, data collection tools, reports, scripts, sketches, diagrams, text, know-how, concepts, proofs of concepts, artwork, software, algorithms, methods, processes, identifier codes or other technology provided or developed by ROK (or a third party acting on ROK’s behalf) pursuant to this Agreement, including modifications, enhancements, improvements or derivative works of any of the foregoing, regardless of who first conceives or reduces to practice, and all intellectual property in any of the foregoing (collectively “ROK IP”). C.Client IP. As between Client and ROK, Client at all times retains all right, title and interest in and to all of Client’s data and applications provided by Client to ROK hereunder, Client’s pre-existing technology and all intellectual property that is developed by Client or by a third party on Client’s behalf thereafter, other than ROK intellectual property. D.Third-Party Products. Third party products will always be owned by the applicable third party and will be subject to any applicable third-Party license terms. Int. _____ DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 165 ROK Technologies, LLC GIS Managed Cloud Services 10 R 15.GENERAL PROVISIONS. A.Entire Understanding. This Agreement, along with all Exhibits and Appendices incorporated by reference herein, and all SOWs executed by the Parties pursuant to this Agreement, contains the entire understanding of the Parties with respect to the subject matter contained herein, and shall supersede all prior agreements and understandings, whether written or oral. There are no restrictions, promises, covenants, or understandings other than those expressly set forth herein, and no rights or duties on the part of either Party are to be implied or inferred beyond those expressly provided for. To the extent ROK is required to click to agree or accept any written terms of Client in order to provide the Services (e.g., accepting Client’s website terms to access Client’s designated environment), the Parties understand and agree that such act is the result of a technological requirement and is of no binding effect upon the Parties. B.Severance. If any provision of this Agreement is held unenforceable or in conflict with the law of any jurisdiction, the validity of the remaining provisions shall not be affected by such holding. The Parties agree to negotiate and amend in good faith such provision in a manner co nsistent with the intentions of the Parties as expressed in the Agreement, if any invalid or unenforceable provision affects the consideration of either Party. C.Modifications and Additions. No modifications or additions to the terms and conditions of this Agreement shall be binding unless in writing and signed by both Parties. D.Assignment. This Agreement shall be binding upon and inure to the benefit of the Parties and their respective successors and assigns. Neither Party may assign the terms or conditio ns of this Agreement to a third party, affiliated entity, or related division without the prior written consent of the other Party. E.Notices. All notices provided in connection with this Agreement will be in writing and will be delivered by email and either (i) certified or registered mail, postage prepaid and return receipt requested or (ii)overnight delivery courier (e.g., FedEx) and will be deemed effective upon receipt by the authorized representative at the address set forth above in the preamble, or at such other addresses as the Parties may designate by written notice to each other. F.Force Majeure – ROK may, without liability, suspend or delay performance of this Agreement on account of force majeure or other circumstances beyond its control, including, but not limited to, strikes, acts of God, political unrest, embargo, failure of source of supply, or casualty. G.Waiver. No waiver by either Party of any breach of this Agreement, no matter how long continuing or how often repeated, shall be deemed a waiver of any subsequent breach thereof, nor shall any delay or omission on the part of either Party to exercise any right, power, or pri vilege hereunder be deemed a waiver of such right, power, or privilege. H.Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but both of which together shall constitute one and the same instrument. IN WITNESS WHEREOF, this Agreement is duly executed as of the Effective Date by the following authorized representatives for each Party: Accepted By: ROK Technologies, LLC [CLIENT] Signature Signature Printed Name Printed Name William M. Watson Title Title County Manager Date Date Approved as to Legal Form: KLC DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 Account Executive September 20, 2021 Jay Young September 20, 2021 166 ROK Technologies, LLC GIS Managed Cloud Services 11 R Exhibit A D.Security; Data. In consideration of this Agreement, ROK warrants that it will employ information security best practices with respect to network security techniques, including, without limitation, firewalls, intrusion detection, and authentication protocols, vulnerability, and patch management. ROK additionally warrants that it will ensure that any data, data security, physic al service security, data segregation, continuity of business, and other related operations, plans, protocols, and policies in this Agreement, or any Service Level Agreements are followed. ROK shall ensure that all of Client’s data is stored and processed in the United States. ROK shall report to Client any use or disclosure of Client’s data which is not authorized by this Agreement, including any reasonable belief that an unauthorized individual has accessed such data. ROK shall report such event without unreasonable delay and in no case later than the following: initially reported by telephone within twenty-four (24) hours of when ROK becomes aware of the event and report thereafter in writing within five (5) days of initial telephone call. As used in this paragraph, the phrase “becomes aware” shall mean the first day on which unauthorized use or disclosure of Client’s data is known or reasonable should have been known by ROK to have occurred. ROK shall provide Client all such information related to such unauthorized use of access of Client’s data, including a written report, as is reasonably requested by Client. DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 167 1 1 Carriage Lane Suite B-201 | p 888-898-3404 | f 843.225-1813 | info@roktech.net County of Union, NC AMAZON WEB SERVICES (AWS), GIS Managed Services Agreement Service Level Agreement 2020-2021 DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 168 2 1 Introduction Businesses today are faced with the growing challenge of supporting end-user access to complex applications from a variety of locations, devices, and methods. Coupled with the fact that all organizations today require "Enterprise- Class" computing functionality, internal IT resources are pushed to their limits, often struggling to meet the service levels demanded by the business. To help County of Union, NC (“Client”) address these diverse needs, ROK Technologies (“ROK”) provides GIS Managed Services that offer a flexible suite of extended maintenance and premium support offerings designed to: • Proactively reduce the risks of costly downtime • Ease resource and skillset constraints • Simplify management • Optimize system performance • Improve productivity, security, compliance, and return on investment This Managed Services Agreement or “SLA” will provide Client with access to trained and certified experts that can help thoroughly resolve pressing issues in a timely fashion and, thereby, aid Client in achieving its business objectives. In this manner, Client gains the benefit of a single point of accountability. With fixed cost and flexible options for GIS Managed Services, ROK Technologies provides consistency and ensures Client is receiving the optimal benefit from its investments. ROK Technologies is honored to partner with Client and is committed to helping Client maintain the health and efficiency of its valuable IT resources. 2 Reactive Support Reactive Support provides the services necessary to respond to and resolve support incidents reported by Client as they arise. ROK’s goal is to quickly resolve incidents before they significantly affect business continuity. Typical incidents include, but are not limited to, the following: • A system down condition in which system operation is disrupted or severely hampered • Poor system performance that is impeding system and application operation • Loss of connectivity to internal networks or Internet services • An inability to access data residing on an external storage device The scope and terms of ROK’s Reactive Support services are described below in the following sections. 2.1 Scope of Service The scope of ROK’s Reactive Support services includes the tracking and management of customer-reported incidents, diagnosis and remediation of reported incidents, and assistance with system changes to the AMAZON WEB SERVICES (AWS) environment and the installed Esri Commercial off-the-shelf software (“Esri COTS”). The specific tasks associated with these activities are as follows: 2.1.1 Incident Tracking 1. Receive and respond to incidents reported by the Client in accordance with the service levels defined later in this document. 2. Record and track each incident in ROK’s ticket management system. 3. Periodically report the current status of the incident to designated Client personnel. 4. Communicate the steps taken to ultimately resolve the incident. DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 169 3 2.1.2 Problem Diagnosis and Remediation 1. Collect information from Client regarding the nature of the incident, the circumstances under which the incident occurred, and its current and potential impact. 2. Investigate potential causes of the incident and diagnose the root cause where possible, drawing upon currently installed diagnostic tools as required. 3. Identify potential remedies for the incident based on the results of problem diagnosis. 4. Apply and test possible fixes in a systematic fashion until the incident is resolved or otherwise closed. 5. Engage vendor support as required to assist in troubleshooting and resolution and continue to manage the incident through to completion. 2.1.3 Configuration Assistance 1. Collect information from Client regarding the scope of the change requested, the motivation for the change, and the expected results. 2. Investigate the potential impact of the change, in terms of desired results and unintended consequences. 3. Determine the steps necessary to implement the change while mitigating risk. 4. Recommend a course of action to Client. 5. Upon authorization by Client, implement changes in accordance with the plan of action. 6. Record the change in accordance with Client’s change management processes. 2.1.4 Esri COTS Application Upgrades and Patches 1. Upon request, ROK’s Managed Services Team will upgrade and configure Esri COTS to the desired version. Additionally, upon request, ROK’s Managed Services will install critical and optional patches as they are released. a. ROK will communicate critical upgrade and patching opportunities for Esri COTS. If desired, both parties will work to schedule a day and time to complete the upgrade and/or patching that limits disruption of service. 2. Upon request, ROK’s Managed Services will install and configure new Esri COTS as desired by Client. Managed Services hours will be consumed for this effort. 2.1.5 Customer Support Customer Support: Tickets can be submitted 24hrs a day, 7 days a week via the Client portal which will be provided after execution of contract. Support tickets can also be called in 24hrs a day, 7 days a week via the toll-free number which will be provided after execution of contract. 2.1.6 Third Party Integrations One of the benefits of having a managed service provider is that you'll always have a cloud-GIS expert on your side. This can be particularly beneficial when it comes to the complexities of integrating your GIS system with other third-party products. ROK's role in assisting you with these integrations includes the following: • Addressing any IT considerations in relation to ArcGIS or your cloud environment (opening ports, configuring certificates, users, etc.) • Providing reasonable third-party access as requested and defined by our customers DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 170 4 • Configuring the ArcGIS platform to be ready for integrations, as specified by the selected third party 3 Proactive Support Proactive Support includes the administrative services necessary to maintain the supported equipment in working condition and protect the data stored thereon. The primary goal of ROK’s Proactive Support is to reduce the risk of system failure and to mitigate the impact of unplanned outages should they arise. ROK Technologies shall render these services continuously over the life of the engagement, with most tasks occurring on a periodic basis with predetermined frequency. The scope, deliverables, and terms of ROK’s Proactive Support services are described below in the following sections. 3.1 Scope of Service The scope of ROK’s Proactive Support and specific tasks associated with these activities are as follows: 3.1.1 Dedicated Client Success Manager ROK’s primary goal is to provide Client with flawless service, becoming an extension of Client’s technical team of experts. Serving as Client’s single point of contact, ROK Technologies assigned Client Success Manager’s primary responsibilities shall include: • Understanding Client’s business needs • Managing Client’s ROK Technologies entitlements • Accelerating the delivery of ROK’s Technical Services • Quarterly business review (QBR) 3.1.2 Proactive Support Services ROK Technologies will provide resources skilled in the planned activities on the given month to come to help accomplish the objectives outlined during the planning session. Client and ROK Technologies realize these objectives will vary and change from month-to-month based on the current business needs and objectives. The ROK Technologies CSM will work with Client prior to resource scheduling to ensure proper skillset alignment to the current need. Note: Scheduling is subject to resource availability. • OS Updates and Patches | ROK’s Managed Services takes care of all your OS patching activities to help keep your resources current and secure. When updates or patches are released from your OS vendors our team applies them in a timely and consistent manner to minimize the impact on your business. Critical security patches are applied as needed, while others are applied based on the patch schedule you request. • Incident Management | ROK Managed Services monitors the overall health of your infrastructure resources and handles the daily activities of investigating and resolving alarms or incidents. Committed to a 2-hour maximum response time, in the event of an instance failure, our team would take appropriate action to help minimize or avoid service interruption. • Back Up and Retention | BACKUP FREQUENCY: DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 171 5 Back Up and Retention Duration Frequency Time Retention Duration Daily Every 12 hours 2 Weeks Monthly 1st Full VM Snapshot of the Month 12 Months SQL Server Frequency Time Retention Duration Daily 4 times daily 2 Weeks Monthly 1st Full SQL Backup of the Month 12 Months • Security Management | ROK protects your information assets to help keep your Cloud infrastructure secure. With anti-malware protection, intrusion detection, and intrusion prevention systems, ROK’s Team manages security policies per stack, and can quickly recognize and respond to any intrusion. 3.1.2.2 Customer Support 1. Customer Support. Tickets can be called in 24 hours a day, 7 days a week via the toll-free number which will be provided after execution of contract. Tickets may also be submitted any time via email or from the Customer Service Portal. Contact emails and Customer Service Portal information will be provided following execution of contract. 2. Coverage Hours. Live Support is available 8am to 5pm EST M-F (“Support Hours”). a. Customer Service Portal (“Portal”): ROK will provide to Client unlimited access to Portal support. Client will report Malfunctions by accessing the Portal and creating a service ticket or by sending an email to a dedicated support email address. A member of ROK’s Support Staff (“Support Staff”) will be assigned and Client will be contacted within in a timeframe defined by the severity of the Malfunction. If the Support Staff member handling a request is unable to provide adequate assistance to Client for such requests hereunder, ROK will supply one or more alternative Support Staff members who are able to respond to the request to Client’s reasonable satisfaction. All support ticket activities, findings, and resolutions will be tracked in the customer portal for future reference. b. Telephone Support Service: ROK will provide to Client unlimited access to 24/7 Telephone Support (“Telephone Support”) via a toll-free number. Client will report Malfunctions by calling the Telephone Support number. A member of the Support Staff will be assigned to the Malfunction, and Client will be contacted within the timeframe defined by the severity of the Malfunction. In the event a Malfunction is reported outside of Support Hours, the on-duty Support Staff will be assigned and will contact Client within sixty (60) minutes of the original call. If the Support Staff member handling a certain request is unable to provide adequate assistance to Client for such requests hereunder, ROK will supply one or more alternative Support Staff members who are able to respond to the request to Client’s reasonable satisfaction. 3. Severity of Malfunctions. ROK will correct Malfunctions as provided herein. “Malfunction” shall mean a failure by the Services to operate as required by this Agreement. “Services” shall refer to the Amazon Web Services (AWS) environment and/or the Esri Certified Off the Shelf software (COTS). The definitions of the Malfunction Severity classifications are as follows: a. Severity Level 1: A problem which renders the Services inoperative, causes a significant and ongoing interruption to the end-user's business activities or causes a loss or corruption of data, DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 172 6 where either the entire company or large groups of users are affected. b. Severity Level 2: A problem which causes the Services to be intermittently inoperative, disrupted or malfunctioning and which materially interferes with Client’s use of the Services, for the entire company or large groups of users. c. Severity Level 3: A problem which causes the Services not to function in accordance with applicable specifications, for small groups or individual users, but which causes only a minor impact on Client’s use of the Services and for which an acceptable circumvention is available. d. Severity Level 4: Any general questions and issues pertaining to the Services and all Malfunctions which are not included in the other Malfunction classifications. 4. Correction of Malfunctions. ROK will correct Malfunctions as provided herein. “Malfunction” shall mean a failure by the Services to operate as required by this Agreement. “Services” shall refer to the Amazon Web Services (AWS) environment and/or the Esri Certified Off the Shelf software (COTS). The definitions of the Malfunction classifications are as follows: a. Report of Malfunction. With respect to a report of any Malfunction, Client personnel making such a report will describe to the Support staff the Malfunction in reasonable detail and the circumstances under which the Malfunction occurred or is occurring and will, based upon the criteria of the Severity Definition, classify the Malfunction as a Severity Level 1, 2, 3 or 4. b. Critical Malfunctions. If a Severity Level 1 or 2 Malfunction (each, a “Critical Malfunction”) cannot be corrected to Client’s reasonable satisfaction through communication with the Support staff within two (2) hours after ROK receives the description of the Malfunction, ROK will: (1) escalate the problem to additional members of Support Staff and ROK's Client Success Manager; (2) take and continue to take the actions which will most expeditiously resolve the Critical Malfunction; (3) provide a report to Client of the steps taken and to be taken to resolve the problem, the progress to correction, and the estimated time of correction, and update that report every two (2) hours until the Critical Malfunction is resolved. c. ROK's Level of Effort. ROK will work continuously until any Critical Malfunction, of which a correction or workaround has not been achieved, has been resolved. Additionally, if a correction or workaround to a Critical Malfunction has not been achieved within two (2) days ROK will work continuously, during normal ROK working hours, try to resolve any Severity Level 1 or 2 Malfunction. ROK and Client will mutually agree upon a schedule within which to resolve any Severity Level 3 or 4 Malfunction. d. Action Required from ROK. For a Critical Malfunctions, ROK will work to provide an immediate correction, which will then be promptly implemented for the Client staff to test. For a Severity Level 3 or 4 Malfunction, ROK will provide a correction as promptly as reasonably achievable, and will seek to establish with Client a mutually agreed schedule for the correction to be provided. DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 173 7 Service/Activity Service Level Service Level Credit Availability of the Services Failure to comply with the Customer Support requirements outlined in section 3.1.2.2 10% of the monthly charge for the month of the failure. Restore Time In the event of unscheduled downtime caused by ROK Technologies, the system shall be restored and fully operational within four (4) hours. If the event is caused by an employee of Client, ROK will work to restore the environment within the 4-hour window and will communicate the action plan and updates to Client throughout the restoration. No penalty to ROK will be applied if downtime is caused by an employee of Client or Client Configurations, as defined in Section 8 below. Should the action caused by ROK and lead to downtime in excess of 4 hours, Client shall receive credit for 10% of the monthly charge for the month of the failure. 4 Assumptions ROK’s delivery of the services defined by this Agreement is based on the assumptions described below. Any deviation from these assumptions might impact the scope of services to be provided and associated fees: 1. ROK Technologies shall primarily render Reactive Support services remotely, while making use of current technologies that provide remote access and control of the supported systems where available. 2. Client shall permit the use of remote access technologies that enable ROK Technologies to render services remotely. 5 Managed Services Billing Information The Managed Services hereunder are billed on an annual basis. The billing amount for this SLA shall be based on the services described in the table below. Item(s) Term Cost Per Month / Pay as you go AWS Infrastructure and ROK’s Managed Cloud Services: ArcGIS Server 8 vCPU 32 GB RAM ArcGIS Server 4 vCPU 16 GB RAM ArcGIS Server 4 vCPU 16 GB RAM- DEV Citrix Seats Citrix Server 8 vCPU 32 GB RAM DataStore Server 4 vCPU 16 GB RAM DataStore Server 4 vCPU 16 GB RAM- DEV FileServer/LM/CCC 2 vCPU 8 GB RAM Geoevent Server 4 vCPU 16 GB RAM GeoEvent Server 4 vCPU 16 GB RAM-DEV Other 4 vCPU 16 GB RAM Other 4 vCPU 16 GB RAM Other 4 vCPU 16 GB RAM-DEV Portal Server 4 vCPU 16 GB RAM Portal Server 4 vCPU 16 GB RAM-DEV 22 Hours of Managed Services per month S3 1TB SQL 8 vCPU 32 GB RAM SQL 4 vCPU 16 GB RAM-DEV SQL 4 vCPU 16 GB RAM Storage/SnapShot SSD 100GB | 250GB Storage/SnapShot SSD 100GB | 250GB-Dev 12 months $12,434.45 DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 174 8 WebServer 2 vCPU 8 GB RAM WebServer 2 vCPU 8 GB RAM WebServer 2 vCPU 4 GB RAM-DEV Annual total $149,213.00 Pricing based solely on the Cloud environment outlined in Section 11. Infrastructure needs will be reviewed ongoing. Should Client require a change in resources that differ from those listed, ROK Technologies, will work with Client to determine the hardware changes needed, and the associated costs/savings. All changes will be accepted in writing via signed amendment before being executed. Payments are due 30 days from receipt of invoice non-payment after 60 days will result in suspension of service. The initial term of this SLA shall begin on _9/15/2020_________ and expire one year thereafter. Upon expiration, this SLA may renew for additional terms up to three years in duration upon the execution of an amendment to this Agreement signed by both parties. Termination of this SLA shall be governed by Section 7 of the MSA. 5.1 Billing Terms The following terms shall govern the determination of fees associated with this Agreement: 1. Terms of payment are due thirty days from the receipt of an accurate invoice. Late fees will be applied on invoices greater than sixty (60) days from the date invoiced and can result in suspension of service. 6 Scheduling As part of these offerings, ROK Technologies will conduct proactive scheduling with Client. As scheduling changes arise, Client shall contact ROK Technologies one (1) to two (2) weeks in advance where possible. The ROK Technologies Technical Operations Team will make a best effort to accommodate special requests. 7 Change Control Policy As ROK Technologies and Client collaborate on this Managed Services Agreement, it is possible that either party will find reasons to change the scope of this Agreement. In the event that Client would like to discuss the addition or subtraction of specified, agreed upon services, Client will submit a Service Request to ROK. Client’s ROK Technologies Account Manager will make contact within one (1) business day to review or schedule a review of this request. 8 Disclaimers In addition to the disclaimers and limitations set forth in the MSA, Client understands and agrees as follows with respect to the Managed Services rendered hereunder: ROK is not responsible for the loss of data caused by the action(s) of Client. Any warranty or service contract does not cover infection of any system with a virus introduced by Client. All work necessary for ROK to remove a virus will be billed to Client. Work performed under a service contract is governed by the terms of said service contract. The uptime, support requirements, response times, and Service Level Credits set forth in this SLA shall not be binding upon ROK for any occurrence, failure of service, or other malfunction caused by any factor set forth in Section 9(c) of the MSA, Client, any employee, vendor or other agent of Client, or any system configuration under Client’s exclusive control (for example, where applicable, external VPN, external authentication, external DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 September 20, 2021 175 9 access management, external environment peering, or Client’s specialized non-standard system software) (collectively, “Client Configurations”). ROK disclaims all responsibility for Client Configurations and Client assumes sole liability for any problem or error caused by the same. 9 Supported Environment Infrastructure needs will be reviewed ongoing. Should Client require additional resources beyond those listed, ROK Technologies will work with Client to determine the additional hardware needed and the associated costs. Description Qty. Per Month Specs ArcGIS Server Federated 1 8vCPUs 32GB RAM ArcGIS Hosting 1 4vCPUs 16GBRAM Geoevent 1 4vCPUs 16GBRAM Portal Server 1 4vCPUs 16GBRAM Datastore 1 4vCPUs 16GBRAM S-T Datastore 1 4vCPUs 16GBRAM SQL Server 1 8vCPUs 32GB RAM Web Adaptor 1 2vCPUs 8GBRAM Web Server 1 2 vCPUs 4GB RAM ArcGIS/ Image Server (County’s Server) 1 4 vCPUs 16GBRAM Utilities/LM/Citrix Cloud Connector 1 2 vCPUs 8GBRAM ArcGIS Server Federated Development 1 4vCPUs 16GB RAM ArcGIS Hosting Development 1 4vCPUs 16GBRAM Geoevent Development 1 4vCPUs 16GBRAM Portal Server Development 1 4vCPUs 16GBRAM Datastore Development 1 4vCPUs 16GBRAM S-T Datastore Development 1 4vCPUs 16GBRAM SQL Server Development 1 4vCPUs 16GB RAM Web Adaptor/Server Development 1 2vCPUs 8GBRAM S3 Storage 3 TB Citrix Server 1 8vCPUs 32GB RAM Citrix Seats 6 ROK’s Managed Services 22 hours DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 176 10 10 Service Level Agreement Support Matrix SLA Response Time Definition 1st response 2nd response follow/update final 1 - Critical < 1 hour < 2 hrs from 1st response every 2 hrs until closed closed 2 - High < 1 hour < 2 hrs from 1st response < 2 hrs from 2nd response* closed 3 - Medium < 4 hours < 8 hours as needed* <16 hours closed 4 - Low < 8 hours as needed* questions/feedback <16 hours closed Hours are defined by normal 8-5 day *a solution and time line will be agreed upon with the County of Union, NC Public Works SLA Severity Definition Severity - Affected users Business impact High -problems that render services inoperative, causes significant interruption, or data loss Medium - causes services to be intermittent or disrupted, which interferes with business Low- causes the services not to function in accordance specs, with only minor impact None - general questions and issues, and other lesser malfunctions High Severity - whole company is affected 1 - Critical 2 - High 3 - Medium 3 - Medium Medium Severity - departments or large group of users affected 1 - Critical 2 - High Level 4 - Low 4 - Low Low Severity - one or a small group is affected 2 - High 3 - Medium 4 - Low 4 - Low DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 177 11 11 Acceptance & Integration with MSA This Service Level Agreement constitutes the full agreement between ROK and Client for the Managed Services described herein. The attached “Exhibit A” is hereby incorporated by reference into this Agreement. Upon execution by the Parties, this Service Level Agreement or “SLA” shall become a Statement of Work, or “SOW” issued under, integrated with, and governed by the Master Services Agreement between the Parties. Capitalized terms not defined in this Service Level Agreement shall have the meaning ascribed to them in the MSA. The undersigned parties acknowledge their acceptance of this SLA and the terms and conditions described herein. Furthermore, the undersigned parties certify that they are authorized representatives of their respective companies with full authority to sign this SLA and enter into this Agreement on behalf of their respective organizations. Services Price GIS Managed Cloud Services includes all managed services outlined, AMAZON WEB SERVICES (AWS) hardware, and VDI $12,434.45.00 per month Annual Cost of Service $149,213.4 Contract Terms: __12___ Payment Option: Annually __x___ Agreed to and Accepted By: ROK Technologies, LLC Signature_______ _________ Title_____CEO__________________ Printed Name __Alexandra Coleman__________ Date___9/7/2021______________ For [INSERT CLIENT NAME] Signature Printed Name _________ Title_______________________ Date_______________________ This instrument has been preaudited in the manner requiredby the Local Government Budget and Fiscal Control Act. _______________________Deputy Finance Officer Approved as to Legal Form: KLC County Manager William M. Watson DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 September 20, 2021Jay Young September 20, 2021 178 12 Exhibit A I. At ROK Technologies sole expense, ROK Technologies 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. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit ROK Technologies shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS A. Before commencement of any work or event, ROK Technologies shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. B. ROK Technologies shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). C. It is the intention of the parties that the insurance policies afforded by ROK Technologies shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. D. Union County shall have no liability with respect to ROK Technologies’ personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of ROK Technologies. E. Notwithstanding the notification requirements of the Insurer, ROK Technologies hereby agrees to notify County’s Risk Manager at 500 N. Main Street, Suite #130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. F. The Certificate of Insurance should note in the Description of Operations the following: Department: Information Technology Contract #: 7247 G. Insurance procured by ROK Technologies shall not reduce nor limit ROK Technologies 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. H. Certificate Holder shall be listed as follows: Union County Attention: Keith A. Richards, Risk Manager DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 179 13 500 N. Main Street, Suite #130 Monroe, NC 28112 I. If ROK Technologies is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, ROK Technologies 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. Indemnification. ROK Technologies agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of ROK Technologies, its officers, employees, subcontractors or agents. ROK Technologies further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. IV. 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. ROK Technologies shall ensure that ROK Technologies 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 ROK Technologies will be considered a breach of this Agreement, which entitles Union County to terminate this Agreement, without penalty, upon notice to ROK Technologies. DocuSign Envelope ID: A41D86C1-D16C-4841-BF3F-DE12F8B733D2 180 AMENDMENT 1 181 182 183 AMENDMENT 2 184 185 186 187 188 Cloud GIS Managed Services Contract Name: Union County, NC SOW (12-1-2025 to 11-30-2026) 1501 Belle Isle Avenue Suite 110 PMB1047 Mount Pleasant SC 29464 info@roktech.net 189 1. Introduction ROK Technologies has been delivering GIS Managed Cloud Services for over a decade. As an Esri Platinum Partner, our sole focus is architecting, deploying and managing the ArcGIS® Enterprise suite and Desktop applications in cloud and hybrid environments. We serve hundreds of organizations in multiple verticals ranging from Fortune 500 companies to small local municipalities. Union County, NC (hereafter referred to as “Client”) has engaged ROK Technologies, LLC (hereafter referred to as “ROK”) to perform implementation and managed services related to and in support of Client’s AWS cloud environment and Esri ArcGIS® Enterprise software. This Statement of Work (“SOW”) dated 12-01-2025 sets forth the scope of services, support, roles and responsibilities identified and agreed upon in addition to the terms and conditions under which the services shall be conducted. ROK appreciates your investment and is dedicated to supporting the health and efficiency of its essential GIS and IT resources. 2. ROK’s GIS Cloud Support and Managed Services This section outlines the General, Esri Software, and Infrastructure related ongoing Managed Services the ROK Team will provide Client for the new Enterprise GIS environment. Our goal is to take the GIS and IT management off your plate so you can focus on what you do best! General Services Dedicated Client Success Manager ROK’s primary goal is to provide Client with flawless service, becoming an extension of Client‘s technical team of experts. Serving as Client’s single point of contact, ROK Technologies assigned Client Success Manager’s primary responsibilities shall include: ● Understanding Client’s business needs ● Managing Client’s ROK Technologies entitlements ● Accelerating the delivery of ROK’s Technical Services ● Scheduled Business Reviews Client Support Client Support Tickets can be submitted 24 hours a day, 7 days a week via the Client Gateway or our toll-free support line which will be provided after execution of contract. Additional support details can be found in Exhibit C. 190 Esri Software Support and Services The goal of ROK’s Esri COTS Support and Services is to ensure your Enterprise stays up to date with the latest upgrades, configurations, and updates to meet your organizational requirements. In order for ROK to provide the following services, Client agrees to provide the ROK Team with the following access: Software Services Requirements: ● Client provides the ROK Team with access to their My.Esri.com account via a new user (email to be provided by ROK) with permission to ‘Take Licensing Actions.’ ● ROK’s Monitoring Agent installed in the Cloud Environment. Software Services - Incident Tracking ● Receive and respond to incidents reported by the Client in accordance with the service levels defined in Exhibit C. ● Record and track each incident in ROK’s case management system. ● Periodically report the current status of the incident to designated Client personnel based on severity of issue outlined in Exhibit C. ● Communicate the steps taken to ultimately resolve the incident. Esri Software Configuration Assistance ● Collect information from Client regarding the scope of the change requested, the motivation for the change, and the expected results. ● Investigate the potential impact of the change, in terms of desired results and unintended consequences. ● Determine the steps necessary to implement the change while mitigating risk. ● Recommend a course of action to Client. ● Implement changes in accordance with the plan of action upon Client authorization. ● Record the change in accordance with Client’s change management processes. Esri COTS Application Upgrades, Patches and Updates ● Upon request, ROK’s Managed Services Team will upgrade and configure Esri COTS to the desired version. Additionally, upon request, ROK’s Managed Services will install critical and optional patches as they are released. ROK will communicate critical upgrade and patching opportunities for Esri COTS. If desired, both parties will work to schedule a day and time to complete the upgrade and/or patching that limits disruption of service. ● Upon request, ROK’s Managed Services will install and configure new Esri COTS as desired by Client. ● Esri critical security patches will be reviewed by ROK for potential impact and applied based on an agreed upon schedule. 191 Third Party (Non-ESRI) Apps and Integrations ROK Responsibilities: ROK will provide reasonable assistance to the client with the installation of third-party applications within the ROK Managed ArcGIS Enterprise Environment, such as: ● Providing third-party vendor access as requested and defined by our customers. ● Configuring the ArcGIS platform for integrations, as specified by the selected third party (opening ports, configuring certificates, users, etc.). Client Responsibilities: ● Clients are responsible for software requirements gathering. ● Clients are responsible for updating and patching all third-party software and accept any security or performance issues introduced by the third-party software. ● To obtain administrative rights for updating/patching software on ArcGIS Enterprise machines, clients must submit a ROK Support Case. ● Coordinate meetings between ROK and the third-party application vendor when needed. ROK DISCLAIMS ALL WARRANTIES, OBLIGATIONS, AND RESPONSIBILITY FOR THIRD-PARTY APPLICATIONS PLACED BY CLIENT IN THE CLOUD ENVIRONMENT THAT ARE NOT MANAGED BY ROK. AS BETWEEN ROK AND CLIENT, CLIENT IS EXCLUSIVELY RESPONSIBLE FOR ENSURING THE SECURITY (INCLUDING BY INSTALLING ALL UPDATES AND PATCHES) OF SUCH THIRD-PARTY APPLICATIONS. Infrastructure Support and Services The primary goal of ROK’s infrastructure support is to reduce the risk of system failure and to mitigate the impact of unplanned outages should they arise. The scope, deliverables, and terms of ROK’s Infrastructure Support services are described below in the following sections and Exhibit C. Infrastructure Services Management of OS Updates and Patches | ROK Managed Services handles the deployment of critical and security updates to your managed virtual machine operating systems. OS Patching activities help keep your resources current and secure and are automated and monitored as they are released. Any non-critical/security OS patches and other non-managed (i.e., NOT ESRI) applications are not the responsibility of ROK. Clients can work with ROK to identify any additional OS patches of concern and ROK will install. Non-managed applications are not the responsibility of ROK, unless explicitly agreed to. Infrastructure Monitoring and Response | ROK Managed Services monitors the overall health of your ArcGIS infrastructure resources and handles the daily activities of investigating and resolving alarms or incidents. Committed to a 2-hour maximum response time, in the event of an instance failure, our team would take appropriate action to help minimize or avoid service interruption. Infrastructure Changes | ROK assumes the responsibility of rightsizing, adding, and removing GIS and associated Cloud infrastructure as necessary, pending client approval. In emergency response situations, the client grants ROK the authority to implement modifications, ensuring uninterrupted uptime for the environment. BackUp and Retention | ROK assumes the responsibility of running and retaining the backups of the VMs and Enterprise GeoDatabases per the frequency and duration listed on the BackUp and Retention Table. 192 Virtual Desktop Management | ROK provides ongoing support for ArcGIS Pro and/or Desktop on your VDI Solution. The management of any additional software or application is the sole responsibility of the Client and ROK cannot be held liable for any inherent security or performance issues introduced. 3. Exclusions - ROK Service and Support does not include the Following: ● Debugging custom components, applications, code, or models ● Customization of solutions, templates, or tools; including unsupported software functionality. Please contact Esri's consulting services for assistance in this area. ● Workflow design, data processing, data design, or software training. Please explore Esri's training resources or contact Esri's consulting services for assistance in these areas. ● Issues specific to third-party hardware, software, technology, or peripherals not provided by Esri ● Questions related to product pricing, license agreements, or contracts. Please contact Esri Sales for more product information. ● Web or Mobile Application Development ● Data editing and analysis ● ArcGIS Monitor interpretation and analysis ● Script authoring and maintenance ● Configuration of ArGIS Enterprise Collaborations (ArGIS Enterprise or ArGIS Online) 4. Assumptions ROK’s delivery of the services defined by this Agreement is based on the assumptions described below. Any deviation from these assumptions might impact the scope of services to be provided and associated fees: ● ROK Technologies shall primarily render Support services remotely, while making use of current technologies that provide remote access and control of the supported systems where available. ● Client shall permit the use of remote access technologies that enable ROK Technologies to render services remotely. 5. Scheduling As part of these offerings, ROK Technologies will conduct proactive scheduling with Client. As scheduling changes arise, Client shall contact ROK Technologies one (1) to two (2) weeks in advance where possible. The ROK Technologies Technical Operations Team will make a best effort to accommodate special requests. 6. Change Control Policy As ROK Technologies and Client collaborate on this Statement of Work, it is possible that either party will find reasons to change the scope of this Agreement. In the event that Client would like to discuss the addition or subtraction of specified, agreed upon services, Client will submit a Service Request to ROK. Client’s, ROK Technologies Account Manager will make contact within one (1) business day to review or schedule a review of this request. 193 7. Disclaimers In addition to the disclaimers and limitations set forth in Exhibit D Master Services Agreement (MSA), Client understands and agrees as follows with respect to the Managed Services rendered hereunder: ROK is not responsible for the loss of data caused by the action(s) of Client. No warranty or service contract covers infection of any system with a virus introduced by Client. All work necessary for ROK Technologies to remove viruses will be billed to Client. Work performed under a service contract is governed by the terms of said service contract. The uptime, support requirements, and response times set forth in this SOW shall not be binding upon ROK for any occurrence, failure of service, or other malfunction caused by Client, any employee, vendor or other agent of Client, or any inability of ROK to obtain the minimum access to Client’s system. 8. Acceptance This Agreement constitutes the full agreement between ROK and Client for the Managed Services described herein. Upon execution by the Parties, this Statement of Work, or “SOW” issued under, integrated with, and governed by the Master Services Agreement “Exhibit D” between the Parties. Capitalized terms not defined in this SOW shall have the meaning ascribed to them in the MSA. The undersigned parties acknowledge their acceptance of this SOW and the terms and conditions described herein. Furthermore, the undersigned parties certify that they are authorized representatives of their respective companies with full authority to sign this SOW and enter into this Agreement on behalf of their respective organizations. 9. Term, Pricing, and Billing The Managed Services hereunder are billed Annually. The billing amount for this SOW shall be based on the services described in the table below. Terms of payment are Net 30 Days. Late fees will be applied on invoices greater than sixty (60) days from the date invoiced and can result in suspension of services. 194 Services Esri Software Support Cloud Infrastructure Support Services Virtual Desktops 12 Monthly Cost $13,656.00 Term 12 Months Annual Cost $163,872.00 The initial term of this SOW shall begin on 12-01-2025 and expires in 12 months. Upon expiration, this SOW shall automatically renew for an additional one (1) year term unless either Party provides written notice to the other Party of its intent not to renew at least sixty (60) days before the expiration of the then-current term. Infrastructure and services will be reviewed on an ongoing basis. Should Union County, NC require a change in resources that differ from those listed in this SOW, ROK Technologies will communicate the necessary changes to Union County, NC along with the associated costs/savings. Any general price increase will be communicated in writing before the auto-renewal. General price increases will not exceed 7% of the applicable services in the prior term unless the pricing for the previous term was designated in the SOW as promotional or one-time. Payments are due 30 days from receipt of the invoice. Non-payment after 60 days can result in suspension of service. Exhibits A through E are hereby incorporated into the provisions of this contract. 195 Contract Term: 12 months Contract Start Date: 12-01-2025 Contract End Date: 11-30-2026 Payment Option: Annually Agreed to and Accepted By: ROK Technologies, LLC Client Signature: Signature: \signature1\ Name: Alexandra Coleman Name: \fullname1\ Title: CEO, ROK Technologies Title: \title1\ Date: Sep 3, 2025 Date: \date1\ Signature: Name: Title: Date: 196 Exhibit A: Environment Overview Infrastructure Details Table Environment Name Server Name Qty Up time % OS (GB) Data (GB) Log (GB) Server Size Production AWS - ArcGIS GeoEvent Server unionnc-p-geoevent01 1 100 100 200 4 vCPUs 16GB RAM Production AWS - ArcGIS Hosting Server unionnc-p-ags-hst01 1 100 150 200 4 vCPUs 16GB RAM Production AWS - ArcGIS Image Server unionnc-p-img01 1 100 100 200 4 vCPUs 16GB RAM Production AWS - ArcGIS Portal unionnc-p-prt01 1 100 150 150 4 vCPUs 16GB RAM Production AWS - ArcGIS Relational DataStore unionnc-p-ds01 1 100 100 100 4 vCPUs 16GB RAM Production AWS - ArcGIS Server unionnc-p-ags-util01 1 100 100 200 8 vCPUs 32GB RAM Production AWS - ArcGIS Spatiotemporal Datastore unionnc-p-stds01 1 100 100 300 4 vCPUs 16GB RAM Production AWS - Citrix Server unionnc-p-ch02 1 100 400 450 8 vCPUs 32GB RAM Production AWS - License Server unionnc-p-cc-lm 1 100 100 100 2 vCPUs 8GB RAM Production AWS - SQL Server 1 100 200 300 100 8 vCPUs 64GB RAM Production AWS - SQL Server unionnc-p-sql01 1 100 200 300 250 8 vCPUs 64GB RAM Production AWS - Web Server unionnc-p-web01 1 100 100 2 vCPUs 8GB RAM Production AWS - Web Server unionnc-p-webapp02 1 100 200 2 vCPUs 8GB RAM Production Citrix Workspace License(s) 12 AWS - S3 Bucket - 1TB 7 197 Applications Environment Server Application Production ArcGIS GeoEvent Server ArcGIS GeoEvent Production ArcGIS Hosting Server ArcGIS Server Production ArcGIS Image Server ArcGIS Server - Image Production ArcGIS Portal Server Portal for ArcGIS Production ArcGIS Relational Data Store ArcGIS Datastore Production ArcGIS Server ArcGIS Server Production ArcGIS Spatiotemporal Data Store ArcGIS Datastore Production License Server ArcGIS License Manager Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Web Adaptor Production Web Server ArcGIS Pro Production Web Server FME Server 198 Integrations The following table lists integrations and interfaces that will be included in the Enterprise GIS environment. These are shown in alphabetical order. ROK's role in assisting CLIENT with these integrations includes the following: ● Addressing any IT considerations in relation to ArcGIS or the cloud environment (opening ports, configuring certificates, users, etc.) ● Providing reasonable third-party access as requested and defined by Client. ● Configuring the ArcGIS system for integrations, as specified by the selected third party. ● Client will be required to ensure all business interfaces and workflows are tested and working correctly. Integrations Table Interface Description No App Integrations N/A 199 Virtual Desktop Solution(s) Server Server Size OS Drive (GB) Data Drive (GB) AWS - Citrix Server 8 vCPUs 32GB RAM 400 450 VDI Service Qty Description Citrix Workspace License(s) 12 The VDI Solution is scoped to support the software and/or applications defined in the VDI Applications Table below. Any additional software and/or applications installed by Client or by ROK by request can impact performance and may result in a change in scope. VDI Application(s) Description ROK Supported Software ROK supports ArcGIS Pro and Desktop on your VDI Solution. The management of any additional software or applications is the sole responsibility of the Client and ROK cannot be held liable for any inherent security or performance issues introduced. 200 Exhibit B: Content Summary No content will be migrated into the Cloud environment as part of this SOW 201 Exhibit C: Support Client Support Tickets can be submitted 24 hours a day, 7 days a week via the toll-free number which will be provided after execution of contract. Tickets may also be submitted any time via email or from the Client Gateway. Contact emails and Client Gateway information will be provided following execution of contract. Support Overview Client Gateway (“Gateway”): ROK will provide the Client with unlimited access to Gateway support. Client will report malfunctions by accessing the Gateway and creating a service ticket or by sending an email to a dedicated support email address. A member of ROK’s Support Staff (“Support Staff”) will be assigned and Client will be contacted within a timeframe defined by the severity of the Malfunction. If the Support Staff member handling a request is unable to provide adequate assistance to Client for such requests hereunder, ROK will supply one or more alternative Support Staff members who are able to respond to the request to Client’s reasonable satisfaction. All support ticket activities, findings, and resolutions will be tracked in the customer portal for future reference. Telephone Support Service: ROK will provide to Client unlimited access to 24/7 Telephone Support (“Telephone Support”) via a toll-free number. Client will report Malfunctions by calling the Telephone Support number. A member of the Support Staff will be assigned to the Malfunction, and Client will be contacted within the timeframe defined by the severity of the Malfunction. Severity of Malfunctions ROK will correct Malfunctions as provided herein. “Malfunction” shall mean a failure by the Services to operate as required by this Agreement. The definitions of the Malfunction Severity classifications are as follows: Severity Level 1: A problem which renders the Services inoperative, causes a significant and ongoing interruption to the end-user's business activities or causes a loss or corruption of data, where either the entire company or large groups of users are affected. Severity Level 2: A problem which causes the Services to be intermittently inoperative, disrupted or malfunctioning and which materially interferes with Client’s use of the Services, for the entire company or large groups of users. Severity Level 3: A problem which causes the Services not to function in accordance with applicable specifications, for small groups or individual users, but which causes only a minor impact on Client’s use of the Services and for which an acceptable circumvention is available. Severity Level 4: Any general questions and issues pertaining to the Services and all Malfunctions which are not included in the other Malfunction classifications. 202 Correction of Malfunctions ROK will correct Malfunctions as provided herein. “Malfunction” shall mean a failure by the Services to operate as required by this Agreement. The definitions of the Malfunction classifications are as follows: Report of Malfunction With respect to a report of any Malfunction, Client personnel making such a report will describe to the Support staff the Malfunction in reasonable detail and the circumstances under which the Malfunction occurred or is occurring and will, based upon the criteria of the Severity Definition, classify the Malfunction as a Severity Level 1, 2, 3 or 4 Malfunction. Critical Malfunctions If a Severity Level 1 or 2 Malfunction (each, a “Critical Malfunction”) cannot be corrected to Client’s reasonable satisfaction through communication with the Support staff within two (2) hours after ROK receives the description of the Malfunction, ROK will: (1) escalate the problem to additional members of Support Staff and ROK's Client Success Manager; (2) take and continue to take the actions which will most expeditiously resolve the Critical Malfunction; (3) provide a report to Client of the steps taken and to be taken to resolve the problem, the progress to correction, and the estimated time of correction, and update that report every two (2) hours until the Critical Malfunction is resolved. ROK's Level of Effort ROK will work continuously until any Critical Malfunction, of which a correction or workaround has not been achieved, has been resolved. Additionally, if a correction or workaround to a Critical Malfunction has not been achieved within two (2) days ROK will work continuously, during normal ROK working hours, try to resolve any Severity Level 1 or 2 Malfunction. ROK and Client will mutually agree upon a schedule within which to resolve any Severity Level 3 or 4 Malfunction. Action Required from ROK For Critical Malfunctions, ROK will work to provide an immediate correction, which will then be promptly implemented for the Client staff to test. For a Severity Level 3 or 4 Malfunction, ROK will provide a correction as promptly as reasonably achievable. 203 Backup Frequency and Retention Period ROK Technologies provides 24/7 monitoring and management of backup and retention processes for Virtual Machine (VM) attached disks and SQL Server instances to ensure data integrity and availability. Backup specifications and retention details are listed below. Backup failures trigger immediate alerts, and corrective actions are taken promptly. Clients are responsible for notifying ROK Technologies of any changes in backup requirements. Service Qty VM and Volume - Daily Full Backup (#/day) 2 VM and Volume - Daily Full Backup Retention (mo) 1 VM and Volume - Monthly Full Backup Retention (mo) 12 SQL Server - Daily Differential Backup (#/day) 4 SQL Server - Daily Differential Backup Retention (mo) 1 SQL Server - Weekly Full Backup (#/week) 1 SQL Server - Weekly Full Backup Retention (mo) 1 SQL Server - Monthly Full Backup Retention (mo) 12 204 Exhibit D: Master Services Agreement This Master Services Agreement (the “MSA”) is effective as of December 1, 2025 (the “Effective Date”) by and between ROK Technologies, LLC (“ROK”) and Client. ROK and Client are each individually referred to herein as a “Party” and collectively as the “Parties.” This MSA shall govern the Parties’ relationship as more fully described in Statements of Work (each, an “SOW”) agreed upon between the Parties pursuant to the terms of this MSA. This MSA anticipates the execution of various written SOWs and the following terms shall apply to such SOWs. The MSA, SOW and all exhibits, addendums and/or amendments thereto are collectively referred to herein as the “Agreement.” A. RECITALS ROK is in the business of architecting, hosting and managing the infrastructure for geographical information system—or “GIS”—computing systems. Client seeks to hire ROK to provide certain Services in relation to Client’s own GIS Platform, and ROK desires to provide the Services pursuant to the terms and conditions of this Agreement. NOW, THEREFORE, in consideration of the mutual covenants, terms, and conditions set forth herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: B. SELECT DEFINITIONS “Client's Platform” or the “Platform” means the collection of Client’s data and applications managed by ROK pursuant to this Agreement. “Managed Services” means the management of Client by ROK pursuant to a Statement of Work. “Non-Tenant” means client when client owns the infrastructure supporting the Esri Enterprise software. “Professional Services” means any and all Services rendered by ROK to Client pursuant to a SOW other than Managed Services, such as consultation, data assessment and recommendations, and so forth. “Services” means any and all Services rendered by ROK to Client pursuant to a SOW, including all Managed Services and Professional Services. C. SERVICES Services. Services will be provided by ROK pursuant to the terms and conditions of this Agreement and any applicable SOW. ROK may use subcontractors (under separate contract to ROK) to perform the Services, or portion(s) thereof. 205 D. SOWs 1. Form of SOW ROK will not proceed with performing Services until both Client and ROK have signed the applicable SOW. Each SOW, once signed by both Parties, will become a part of this Agreement. Each SOW must be in writing and should include, at a minimum: a. Description of Services and deliverables in sufficient detail to gauge the successful progress and completion of the Services; b. Period of duration expected date(s) of completion (by phase/milestone or entire project) or delivery of deliverables, and/or other performance timetable; c. If applicable, designated means of performance, including identification of any particular roles or individuals required to participate in the Services; d. Resources required from Client for performance of the Services, such as access to particular information, systems, or environments, involvement of specific personnel, and so forth; e. If applicable, acceptance criteria and testing period, permissible reasons for rejection and ROK’s duty to remedy the same, if any; f. Fees owed to ROK for the Services, along with method of computation (e.g., fixed fee or hourly rate) and timing/conditions of payment (e.g., milestone-based); g. Description and estimated amounts of any significant reimbursable expenses expected to be incurred; and h. Identification of the Client department responsible for overseeing the project and Client’s employee designated as project owner. 2. Amendment SOWs may only be amended by a written document signed by each Party’s authorized representative, and per the change management procedures set forth there. 3. Governance Each SOW will, upon execution by both of the Parties hereto, be incorporated into and become part of this Agreement. In the event of any conflict between this Agreement and any SOW, the terms and conditions of the applicable SOW shall control as to the specific deliverables and Services addressed in said SOW, and this Agreement shall control as to all other matters. E. PRICING 1. Pricing Prices for Services will be specified in one of the following, as applicable to the Services to be provided: a. Those specified in ROK’s then-current price list b. Those specified in a written price quotation submitted by ROK; or c. Those specified in the SOW; or d. Incidental extra fees agreed-upon by the Parties from time to time 2. Taxes All prices are exclusive of any taxes, fees, duties or other applicable amounts. Client shall pay the taxes related to Services purchased pursuant to this Agreement, or Client shall present an exemption certificate acceptable to the taxing authorities. Applicable taxes, if any, will be billed as a separate item on the invoice. ROK reserves the right to increase the fees for Services in the event Client determines any withholding tax obligation prevents ROK from receiving the specified prices for such Services. 206 F. PAYMENT AND INVOICING Payment Unless otherwise indicated in a SOW, payment terms are net 30 days. Any sum not paid by Client within sixty (60) days from the date of the invoice will bear interest from the date of the invoice until paid at a rate of: (i) ten (10) per cent per annum or (ii) the maximum rate permitted by law, whichever is less. ● Invoicing As set forth below, ROK will invoice Client depending on the type of Services: a. For Managed Services, unless otherwise agreed by the Parties in the applicable SOW, ROK will invoice Client for such Services, and payment will be due, in advance of performance of the same. b. For Professional Services, ROK will invoice Client per the SOW’s invoicing schedule. Invoices may contain multiple milestones or a single invoice at the start or end of the project. Unless otherwise mutually agreed upon in writing or via a change management procedure, the total invoiced amounts for SOW milestones shall not exceed the total amount agreed upon in the SOW. If a SOW does not contain a milestone schedule, ROK will invoice Professional Services performed under such SOW as set forth in such SOW. ● Deposit ROK reserves the right to charge Client a deposit for payment on any SOW. ● Disputed Charges Written notice of any disputed charge must be received by ROK within 20 days of the date of issuance of the invoice in question or Client forfeits the right to dispute the charge. This notice must include the invoice number in dispute, the item(s) and amount(s) disputed and a complete description of the basis for Client withholding payment. Notice of any disputed charge does not release Client from the obligation of paying any remaining balance of the invoice under the terms specified. Upon resolution of the disputed charge, ROK will issue a credit memo or Client will pay the total amount outstanding referenced by the dispute. Any disputed charge resolved in ROK’s favor shall be liable to accrue late payment fees based on the terms of purchase. ● Collections If payment has not been received within the three-month period after the due date, ROK will have no other option but to undertake collection and enforcement efforts. If collection and enforcement efforts are undertaken by ROK, Client shall be liable for all costs thereof, including reasonable attorneys’ fees. If Client is in arrears on any invoice, ROK may, upon giving notice, apply any deposit thereto and suspend, withhold or terminate further performance of Services until all arrearages are brought current. G. TERM, SCOPE, AND TERMINATION 1. Term The term of this Agreement will commence on the Effective Date and, unless terminated pursuant to this section, shall remain in effect until the later of one (1) year after the Effective Date or (2) sixty (60) days after completion of all rights and obligations by each Party under any SOW, so long as no other SOWs are outstanding. 2. Change of Scope ROK reserves the right to change the scope and content of any of the Services upon client amendment approval. 3. Termination This Agreement, and any Services being performed hereunder, may be terminated immediately by either Party upon written notice: a. If the other Party breaches any of the material provisions of this Agreement and the breach is not capable of being cured or after providing thirty (30) days written notice to the breaching Party if the breaching Party fails to cure such breach within such period; b. If the other Party: ceases, or threatens to cease to carry on business as a going concern; or becomes or may become the object of the institution of voluntary or involuntary proceedings in bankruptcy or liquidation, or a receiver or similar officer is appointed with respect to the whole or a substantial part of its assets; or an event similar to any of the foregoing occurs under applicable law; 207 c. If, except as provided below, either Party assigns (by operation of law or otherwise, including merger) or transfers any of the rights or responsibilities granted under this written agreement, any support agreement, or any SOW, without the prior written consent of the other Party, or in the event of a sale of all or substantially all of such Party’s assets or transfer of a controlling interest in such Party to an unaffiliated third Party. Notwithstanding the foregoing: ROK reserves the right to subcontract Services to any affiliate or third-party organization to provide Services to Client, and ROK may assign this Agreement or all or any portion of its rights and obligations hereunder, to any affiliate of ROK; and/or d. If fees are not paid when due and payment has not been received within thirty (30) days after notice from ROK to Client of such past due payment, ROK may suspend or withhold the provision of Services until all amounts past due are paid in full, and/or immediately terminate this Agreement or any Services provided hereunder. 4. Early Termination Client's termination of this Agreement or any SOW prior to the expiration of the then-current term thereof (including, without limitation, by ceasing payments under the Agreement) shall result in each of the following: a. Client shall pay to ROK an "Early Termination Fee" in the amount of five thousand dollars ($5,000); and b. In addition to the foregoing Early Termination Fee, Client shall pay to ROK the greater of (i) the remaining fees due under the Agreement for the remainder of the then-current term, or (ii) an amount equal to the fees payable for one (1) full year of the Services, calculated based on the average monthly (or other periodic) fees paid by Client during the six (6) months immediately preceding the termination date (or, if Client has not yet paid for six months of Services, based on the initial monthly fee). c. In the event Client has prepaid any fees for Services beyond the date of termination, Client acknowledges and agrees that such prepaid fees shall be forfeited and are non-refundable. d. All amounts due under this Section shall be immediately due and payable upon the effective date of termination. ROK reserves the right to invoice Client for such amounts, and Client agrees to pay such invoice within fifteen (15) days of the invoice date. 5. Effect of Termination a. If, following termination of this Agreement, the Parties execute an SOW, then any such SOW will be governed by the terms and conditions of this Agreement notwithstanding the earlier termination of this Agreement, unless and until the Parties execute a new MSA to govern the SOW. b. Each of the Services provided hereunder will terminate immediately upon termination of this Agreement, unless otherwise agreed by the Parties. Notwithstanding the foregoing, the Parties’ ongoing obligations under any non-terminated SOWs will continue through the end of their defined term, unless otherwise agreed by the Parties in writing. c. Upon termination of this Agreement or any Services, Client shall pay ROK for all work ROK has performed up to the Effective Date of termination at the agreed upon prices, fees and expense reimbursement rates. H. BACKUPS; DATA LOSS OR CORRUPTION Data Loss or Corruption. ROK is not responsible for any loss, alteration, destruction, damage, or corruption of data resulting from Client’s introduction of a virus or other corrupting force (a “Virus”). Any warranty or service contract does not cover infection of any Client application or system with such as a Virus. Any virus not expressly introduced by ROK shall be deemed a Virus introduced by Client. ROK may, at its discretion, bill Client for the Professional Services required to remove a Virus and restore the system. 208 I. Client RESPONSIBILITIES AND RESTRICTIONS Tenant Responsibility for Certain Factors Affecting Uptime. The service commitment and hourly or uptime commitment do not apply to any unavailability, suspension or termination of an included Service, or any other included Service performance issues: (i) caused by factors outside of ROK’s reasonable control, including any force majeure event or internet access or related problems beyond the demarcation point of the applicable included Service; (ii) that result from any actions or inactions of Client or any third party, including failure to acknowledge a recovery volume; (iii) that result from Client’s equipment, software or other technology and/or third party equipment obtained by Client, software or other technology (other than third-party equipment within ROK’s direct control); (iv) that result from Client or third-party (including Cloud provider) policies or protocols inherited by ROK; (v) relating to compliance with laws applicable to Client’s industry that are not generally applicable to information technology service providers; or (vi) arising from ROK’s suspension or termination of Client’s right to use the applicable included Service in accordance with the Agreement. If availability is impacted by factors other than those listed herein or used in ROK’s monthly uptime percentage calculation, then ROK may issue a service credit to Client at its exclusive discretion. For each individual Virtual Machine Instance, ROK will use commercially reasonable efforts to make the Single Virtual Machine Instance available with an Instance-Level Uptime Percentage of at least 99.5%, in each case during any monthly billing cycle. In the event any Single Virtual Machine Instance does not meet the Instance-Level Uptime Percentage , Client will be eligible to receive a Service Credit as described below. Instance Level Uptime Percentage Service Credit Percentage Less than 99.5% but equal to or greater than 99.0% 10% Less than 99.0% but equal to or greater than 95.0% 30% Less than 95.0% 100% J. WARRANTY; DISCLAIMER AND LIMITATIONS Services Warranty. With respect to Services performed by ROK, ROK warrants to Client, unless otherwise specified in writing, that the Services as and when delivered or rendered, will conform to the standard of care exhibited by reasonably skilled contractors in the industry (network systems integration). Client shall notify ROK in writing within ninety (90) days after provision of the Services in question if any of the Services fail to conform to the standard of care set forth in this Agreement. The passage of the thirty (30) day period after provision of the Services without the notification described herein shall constitute Client’s final acceptance of the Services. Third-Party Product Warranties. With respect to particular products manufactured or supplied by third parties to ROK for resale to Client, ROK MAKES NO WARRANTIES OF ANY KIND IN ADDITION TO OR EXCEEDING THE WARRANTY SUPPLIED OR OFFERED BY THE RESPECTIVE MANUFACTURER OR SUPPLIER, which shall be transferred or assigned to Client, if possible, and Client’s recovery is limited to recovery against such manufacturer or supplier for breach of any applicable warranties of manufacturer or supplier. In the event of a claim by Client for breach of product warranty, ROK must follow the warranty policy established by the manufacturer. This policy may require return of the warranted item to the manufacturer for repair. At Client’s request, ROK agrees to take all actions reasonably necessary or appropriate to secure Client’s rights and to protect its interests under such third-party warranties. Work performed by ROK, not covered by product warranty, will be billed to Client at the applicable ROK rate. Disclaimer. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, THE SERVICES ARE PROVIDED ON AN “AS IS” BASIS. USE AND RELIANCE ON THE SERVICES ARE AT Client’S OWN RISK. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, ROK EXPRESSLY DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTY RELATING TO THE SERVICES, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, MERCHANTABLE OR 209 SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, OR ARISING FROM COURSE OF PERFORMANCE, COURSE OF DEALING, OR USAGE OF TRADE. EXCEPT AS EXPRESSLY PROVIDED HEREIN OR IN ANY SOW, ROK EXPRESSLY DISCLAIMS ANY THAT USE OF OR ACCESS TO THE SERVICES WILL BE CONTINUOUS, UNINTERRUPTED, ERROR-FREE, FREE OF DEFECTS, OR FREE OF TECHNICAL PROBLEMS. Limitation of Liability. ROK’S LIABILITY UNDER THIS AGREEMENT, WHETHER IN CONTRACT, IN TORT (INCLUDING NEGLIGENCE OR STRICT LIABILITY), UNDER ANY WARRANTY, OR OTHERWISE, IS ABSOLUTELY LIMITED TO CORRECTION OF ANY NONCONFORMITIES IN ANY SERVICES, OR REFUND OF THE PURCHASE PRICE, OR REFUND OF SPECIFIC AMOUNTS PAID FOR PRODUCTS OR SERVICES WHICH FAIL TO CONFORM, AT ROK’S SOLE OPTION AND THE AGGREGATE AMOUNT THEREOF FOR ALL CLAIMS RELATING TO ANY PARTICULAR PRODUCT OR SERVICE SHALL IN NO EVENT EXCEED AN AMOUNT EQUAL TO THE FEES PAID TO ROK UNDER THIS AGREEMENT FOR THE PARTICULAR PRODUCT OR SERVICES WHICH GIVE RISE TO THE CLAIM. EXCEPT FOR THEIR INDEMNIFICATION OBLIGATIONS, UNDER NO CIRCUMSTANCES SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, GENERAL, CONSEQUENTIAL, INCIDENTAL, SPECIAL, PUNITIVE, OR OTHER DAMAGES (INCLUDING LOST PROFITS, LOST SAVINGS, LOSS OF DATA OR LOSS OF USE), EVEN IF A PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR COULD HAVE REASONABLY FORESEEN SUCH DAMAGES, NOR FOR ANY CLAIMS ARISING FROM Client’S USE OR TRANSFER OF ANY SERVICES SOLD HEREUNDER. NO ACTION, REGARDLESS OF THE FORM, ARISING OUT OF THIS AGREEMENT MAY BE BROUGHT BY Client MORE THAN ONE (1) YEAR AFTER THE OCCURRENCE OF THE EVENTS WHICH GAVE RISE TO THE CAUSE OF ACTION. THE PRICING OF ALL SERVICES AND THE TERMS AND CONDITIONS OF ALL SALES ARE BASED UPON THIS LIMITATION OF LIABILITY. K. NON-SOLICITATION During the term of this Agreement and for a period of one (1) year following the end of this Agreement, neither Party will (i) offer employment to any employee of the other Party; or (ii) attempt to directly or indirectly induce any employee of the other Party to terminate his or her employment. In the event of a breach of this section, money or damages may not be an adequate remedy, and, therefore, in addition to any other legal or equitable remedies, each Party shall be entitled to seek an injunction against such breach. The obligations set forth in this section are independent covenants and shall survive termination of this Agreement. Notwithstanding the foregoing, each Party shall be free to offer employment to any employee or subcontractor that directly contacts such Party in response to general public advertisement of employment opportunities (including the use of employment agencies and recruiters). L. DISPUTE RESOLUTION Governing Law. This Agreement, including without limitation this Agreement's interpretation, shall be treated as though this Agreement were executed and performed in the State of South Carolina, and shall be governed by and construed in accordance with the laws of the State of South Carolina without regard to its conflict of law principles. The language in this Agreement shall be interpreted in accordance with its fair meaning and not strictly for or against either Party. 1. Elective Arbitration. Except to the extent not preempted by the federal arbitration act, 9 U.S.C. §1 et seq. (1970), any claim or controversy arising out of, or relating to, any provision of this contract, or the breach thereof, shall upon written demand of any Party, be settled by three (3) arbitrators in accordance with the Commercial Arbitration Rules then in effect of the American Arbitration Association, to the extent consistent with the laws of the state of South Carolina and the Uniform Arbitration Act, S.C. Code §15-48-10, et seq. The location of the arbitration shall be the AAA facility in or nearest to Charleston, South Carolina, or such other venue as agreed upon in writing by the Parties. An election by any Party to arbitrate under this paragraph shall be binding on all other Parties and their heirs, successors, and assigns. The AAA fees shall be divided equally between the Parties unless otherwise determined by the arbitrators. 210 2. Venue. Subject to and without waiving the arbitration agreement in the preceding paragraph, the proper and exclusive venue for any judicial action between the Parties—including any remedies in aid of arbitration, such as a petition to compel arbitration or confirm an arbitration award—shall be the state and federal courts located in or nearest to Charleston, South Carolina. The Parties stipulate to and agree to waive any objection to the personal jurisdiction and venue of such courts, and further expressly submit to extraterritorial service of process. 3. Legal Fees. If any dispute arises between the Parties with respect to the matters covered by this Agreement which leads to a proceeding to resolve such dispute, the prevailing Party in such proceeding shall be entitled to receive its reasonable attorneys’ fees, expert witness fees, litigation costs (including arbitration fees and court fees), and any other relief it may be awarded. M. CONFIDENTIALITY Confidential Information. “Confidential Information” shall mean and include all of the proprietary, non-public information of either Party disclosed pursuant to or in furtherance of this Agreement including but not limited to all Technical Information as defined herein, information related to ROK fees, and any information relating to markets, customers, products, patents, inventions, procedures, methods, designs, object code, data, programs, improvements, training materials, workflows, and works of authorship. Notwithstanding the foregoing, “Confidential Information” shall not include any information, that the recipient can demonstrate through its records (i) was in its knowledge or possession prior to disclosure by the discloser, (ii) was in the public domain at the time of disclosure or subsequently entered the public domain through no fault of recipient, or (iii) was disclosed to recipient by a third party with the right to make such a disclosure. 1. Duty of Nondisclosure. It is expected that, appurtenant to this Agreement, each Party to this may disclose certain Confidential Information to the other Party. Each Party shall refrain from using or exploiting any Confidential Information of the other Party for any purposes or activities other than those specifically authorized in this Agreement. Each Party represents and warrants that it will hold Confidential Information in confidence and protect Confidential Information to the same extent and by the same means it uses to protect the confidentiality of its own proprietary or confidential information that it does not wish to disclose. Neither Party shall disclose or facilitate disclosure of Confidential Information of the other Party to anyone except its employees, independent contractors, or legal or tax advisors who are authorized according to this Agreement and who have a “need to know such information.” Each Party shall ensure that the employees, independent contractors, or legal or tax advisors to whom the Confidential Information is disclosed comply with their obligations under this Agreement with respect to the Confidential Information. 2. Survival. Each Party’s duty of confidentiality with respect to all Confidential Information it receives hereunder will survive termination of expiration of this Agreement and will be binding upon each Party’s successors and assigns. Upon termination or expiration of this Agreement, all Confidential Information made available hereunder, including copies thereof, shall be returned to the disclosing Party or shall be certified as destroyed at the request of the disclosing Party. the Parties may disclose, or may have disclosed, to each other, both orally and in writing or in other tangible form, certain confidential information with respect to each Party’s business, as well as the Services provided under this Agreement. The Parties hereby agree to keep such information and the terms of this Agreement confidential. The Parties shall not disclose to any other person (except for legal, tax and financial advisors) any information relating to this Agreement or its subject matter and shall treat as confidential all information and documents relating hereto. 3. Disclosure to Subcontractors. Notwithstanding any other provision of this Section, ROK shall be authorized to disclose Client’s Confidential Information to subcontractors, contractors or employees of a ROK entity who have a legitimate business need to have access to such information. ROK shall be 211 responsible for any breach of this Agreement caused by any of its subcontractors, employees or agents. 4. Confidentiality of Agreement. Neither Party may disclose, advertise, or publish the terms and conditions of this Agreement without the prior written consent of the other Party. Any press release or publication regarding this Agreement is subject to prior review and written approval of the Parties. N. INTELLECTUAL PROPERTY Pre-Existing IP. Each Party will retain the exclusive ownership of all of its pre-existing intellectual property, Confidential Information and materials, including, without limitation, proprietary ideas, sketches, diagrams, text, know-how, concepts, proofs of concepts, artwork, software, algorithms, methods, processes, identifier codes or other technology that are owned by a Party prior to commencement of any Services hereunder, or that are otherwise developed by or for such Party outside the scope of this Agreement. 1. ROK IP. Except as otherwise expressly set forth in this Agreement or an applicable SOW, ROK owns and will continue to own all right, title, and interest in and to the Services, products, deliverables, data collection tools, reports, scripts, sketches, diagrams, text, know-how, concepts, proofs of concepts, artwork, software, algorithms, methods, processes, identifier codes or other technology provided or developed by ROK (or a third party acting on ROK’s behalf) pursuant to this Agreement, including modifications, enhancements, improvements or derivative works of any of the foregoing, regardless of who first conceives or reduces to practice, and all intellectual property in any of the foregoing (collectively “ROK IP”). 2. Client IP. As between Client and ROK, Client at all times retains all right, title and interest in and to all of Client’s data and applications provided by Client to ROK hereunder, Client’s pre-existing technology and all intellectual property that is developed by Client or by a third party on Client’s behalf thereafter, other than ROK intellectual property. 3. Third-Party Products. Third party products will always be owned by the applicable third party and will be subject to any applicable third Party license terms. O. INDEMNIFICATION 1. Duty. Each Party, on its own behalf, and on behalf of its respective third-party partners, affiliates, owners, directors, employees, agents, successors, and assigns (collectively, the “Indemnitor”) will defend, indemnify, and hold harmless the other party and its third-party partners, affiliates, owners, directors, employees, agents, successors, and assigns (collectively, the “Indemnitee”) from and against all claims, actions, losses, liability, damages, costs, and expenses (including reasonable attorneys’ fees and expenses) (collectively, “Claims”) arising from or related to: (i) any gross negligence or willful misconduct by Indemnitor; (ii) any breach of this Agreement by the Indemnitor; (iii) any violation or alleged violation by Indemnitor of any applicable foreign or domestic, federal, state or local statutes, laws, ordinances, rules and regulations or industry standards; and (iv) any violation or alleged violation by Indemnitor of the rights of any third party, including without limitation, intellectual property rights. 2. Claim Procedure. The Indemnitee will provide Indemnitor with prompt written notice of the Claim for which the Indemnitee intends to claim such indemnification, and Indemnitor shall have the right to participate in, and, to the extent the Indemnitor so desires, to assume sole control of the defense thereof with counsel selected by the Indemnitor; provided, however, and notwithstanding the foregoing, that the Indemnitee shall have the absolute right to retain their own counsel, with the fees and expenses to be paid by the Indemnitee. Indemnitor will have no authority to settle any Claim on the Indemnitee’s behalf without the written consent of the Indemnitee. Nothing in this Section shall limit any other remedy of the parties. These obligations will survive any termination of the Agreement. 212 P. GENERAL PROVISIONS Entire Understanding. This Agreement, along with all Exhibits and Appendices incorporated by reference herein, and all SOWs executed by the Parties pursuant to this Agreement, contains the entire understanding of the Parties with respect to the subject matter contained herein, and shall supersede all prior agreements and understandings, whether written or oral. There are no restrictions, promises, covenants, or understandings other than those expressly set forth herein, and no rights or duties on the part of either Party are to be implied or inferred beyond those expressly provided for. To the extent ROK is required to click to agree or accept any written terms of Client in order to provide the Services (e.g., accepting Client’s website terms to access Client’s designated environment), the Parties understand and agree that such act is the result of a technological requirement and is of no binding effect upon the Parties. 1. Severance. If any provision of this Agreement is held unenforceable or in conflict with the law of any jurisdiction, the validity of the remaining provisions shall not be affected by such holding. The Parties agree to negotiate and amend in good faith such provision in a manner consistent with the intentions of the Parties as expressed in the Agreement, if any invalid or unenforceable provision affects the consideration of either Party. 2. Modifications and Additions. No modifications or additions to the terms and conditions of this Agreement shall be binding unless in writing and signed by both Parties. 3. Assignment. This Agreement shall be binding upon and inure to the benefit of the Parties and their respective successors and assigns. Neither Party may assign the terms or conditions of this Agreement to a third party, affiliated entity, or related division without the prior written consent of the other Party. 4. Notices. All notices provided in connection with this Agreement will be in writing and will be delivered by email and either (i) certified or registered mail, poPhase prepaid and return receipt requested or (ii) overnight delivery courier (e.g., FedEx) and will be deemed effective upon receipt by the authorized representative at the address set forth above in the preamble, or at such other addresses as the Parties may designate by written notice to each other. 5. Force Majeure – ROK may, without liability, suspend or delay performance or cancel this Agreement on account of force majeure or other circumstances beyond its control, including, but not limited to, strikes, acts of God, political unrest, embargo, failure of source of supply, or casualty. 6. Waiver. No waiver by either Party of any breach of this Agreement, no matter how long continuing or how often repeated, shall be deemed a waiver of any subsequent breach thereof, nor shall any delay or omission on the part of either Party to exercise any right, power, or privilege hereunder be deemed a waiver of such right, power, or privilege. 7. Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but both of which together shall constitute one and the same instrument. 213 214 215 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-629 Agenda Date:11/17/2025 TITLE:..title Budget Amendment - Funding to Build and Support Enhanced Community-Based Health Care Delivery to Improve the Health and Quality of Life for All North Carolinians INFORMATION CONTACT: Traci Colley, Human Services Agency - Department of Public Health, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $23,316.80 in Bringing Home Value Innovation Funding from Community Care of North Carolina and 2) Approve Budget Amendment #11. PRIOR BOARD ACTIONS: None. BACKGROUND: Community Care of North Carolina (CCNC) has awarded Bringing Value Home Innovation Funding to Union County Public Health. This is a one-time grant in the amount of $23,316.80. The payment represents approximately $16.70 per member calculated using your March 2025 Medicaid Standard Plan Prepaid Health Plan (PHP) attribution of 1,396 as reported to CCNC in the Beneficiary files from each PHP. As attribution rates vary from month to month, the Innovation Funding grants were calculated using March 2025 attribution data - for consistency and accuracy. The purpose of this grant is to assist practices in identifying and executing plans that support CCNC’s charitable mission to build and support enhanced community-based health care delivery systems to improve the health and quality of life for all North Carolinians. To remain consistent with this mission and CCNC’s tax-exempt status, acceptable uses for these funds include, but are not limited to: · Expanding access to care by offering open access scheduling · Developing practice-based solutions to reduce unnecessary ED and Inpatient Utilization · Improving quality performance, particularly for targeted Medicaid PHP Quality Measures · Employing new ways to engage unengaged patients · Implementing Practice Innovations that align with CCNC’s mission Grant funds may not be used for lobbying or partisan political activities. FINANCIAL IMPACT: The County is awarded $23,316.80 from Community Care of North Carolina. No County match is required. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™216 BUDGET REQUESTED BY FISCAL YEAR DATE INCREASE DECREASE Description Description Medical Services 3,529.60 Dept Serv Charges - 3rd Party 23,316.80 Public Assistance-Incentives 2,000.00 Professional Services 13,500.00 Maint Agreements-Computer Software 2,500.00 Miscellaneous 1,787.20 Funding to Build and Support Enhanced Community-Based care Delivery to Improve the Health and Quality of Life for All North Carolinians. Explanation:Funds received on 6/25/2025. To recognize and appropriate $23,316.80 in Bringing Home Value Innovation Funding from Community Care of North Carolina. DATE 11/17/2025 APPROVED BY DEBIT CREDIT Code Account Amount Code Account 10130510-5383-11422 Medical Services 3,529.60 10130510-4520-11483 Dept Serv Charges - 3rd Party 23,316.80 10130510-5397-11422 Public Assistance-Incentives 2,000.00 10130510-5381-11420 Professional Services 13,500.00 10130510-5354-11420 Maint Agreements-Computer Software 2,500.00 10130510-5299-11420 Miscellaneous 1,787.20 Total 23,316.80 Total 23,316.80 Prepared By MEG Posted By Date Number 11 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR POSTING PURPOSES ONLY BUDGET AMENDMENT Public Health - Child Traci Colley FY 2026 November 17, 2025 217 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-677 Agenda Date:11/17/2025 TITLE:..title Special Revenue Ordinance Amendment - Appropriate Additional ARPA Temporary Savings Fund for Public Health Services INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $50,000 in additional funding from the North Carolina Division of Public Health, Agreement Addendum, FY 25-26, 121 ARPA Temporary Savings Fund Program for Public Health Services in the Human Services Agency’s Public Health Department, and 2) approve Special Revenue Ordinance Amendment # 97A. PRIOR BOARD ACTIONS: None. BACKGROUND: This funding, provided through budget receipts transferred from the ARPA Temporary Savings fund and made available through the NCGA 2023 Appropriations Act, HB 259, provides a $50,000 grant in each year of the 2023-2025 fiscal biennium to each local health department to support activities authorized under the General Aid-to-Counties Agreement Addendum including the delivery of the 10 Essential Public Health Services per GS § 130A-1.1.1, the core functions of public health (Assessment, Policy Development, Assurance), and the specific health needs or health status indicators selected by each local health department. Per HB 259, Section 4.7.(i), “The funds appropriated from the State Fiscal Recovery Fund in this act and in prior enactments of the General Assembly shall not revert at the end of each fiscal year of the 20232025 fiscal biennium but shall remain available to expend and appropriate until the date set by applicable federal law or guidance.” This Agreement Addendum for Activity 121 further enhances the ability of local health departments to deliver the essential services and core functions of public health to address the specific health needs or health status indicators selected by the local health department. The North Carolina General Statute § 130A-1.1(b) states: a local health department shall ensure that the following 10 Essential Public Health Services are available and accessible to the population in each county served by the local health department: Assessment: Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™218 File #:25-677 Agenda Date:11/17/2025 1. Monitor health status to identify community health problems. 2. Diagnose and investigate health problems and health hazards in the community. Policy Development: 3. Inform, educate, and empower people about health issues. 4. Mobilize community partnerships to identify and solve health problems. 5. Develop policies and plans that support individual and community health efforts. Assurance: 6. Enforce laws and regulations that protect health and ensure safety. 7. Link people to needed personal health services and assure the provision of health care when otherwise unavailable. 8. Assure a competent public health and personal health care workforce. 9. Evaluate effectiveness, accessibility, and quality of personal and population-based health services. 10. Research for new insights and innovative solutions to health problems. FINANCIAL IMPACT: Federal grant funding in the amount of $50,000 is awarded through the North Carolina Division of Public Health Agreement Addendum, FY 25-26, 121 ARPA Temporary Savings Funds for Public Health Services. No County match is required. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™219 Division of Public Health Agreement Addendum FY 25-26 Page 1 of 5 Health Director Signature (use blue ink or verifiable digital signature) Date LHD to complete: [For DPH to contact in case follow-up information is needed.] LHD program contact name: Phone and email address: Signature on this page signifies you have read and accepted all pages of this document. Template rev. June 2023 Union County Consolidated Human Services Agency, Public Health Department Local and Community Support / Local Technical Assistance and Training Local Health Department Legal Name DPH Section / Branch Name 121 ARPA TSF Public Health Services Susan H. Little, 919-215-4471 susan.little@dhhs.nc.gov Activity Number and Description DPH Program Contact (name, phone number, and email) 06/01/2025 – 05/31/2026 Service Period DPH Program Signature Date (only required for a negotiable Agreement Addendum) 07/01/2025 – 06/30/2026 Payment Period Original Agreement Addendum Agreement Addendum Revision # I. Background: This funding, provided through budget receipts transferred from the ARPA Temporary Savings fund and made available through the NCGA 2023 Appropriations Act, HB 259, provides a $50,000 grant in each year of the 2023-2025 fiscal biennium to each local health department to support activities authorized under the General Aid-to-Counties Agreement Addendum including the delivery of the 10 Essential Public Health Services per GS § 130A-1.1.1, the core functions of public health (Assessment, Policy Development, Assurance), and the specific health needs or health status indicators selected by each local health department. Per HB 259, Section 4.7.(i), “The funds appropriated from the State Fiscal Recovery Fund in this act and in prior enactments of the General Assembly shall not revert at the end of each fiscal year of the 2023- 2025 fiscal biennium but shall remain available to expend and appropriate until the date set by applicable federal law or guidance.” II. Purpose: This Agreement Addendum for Activity 121 further enhances the ability of local health departments to deliver the essential services and core functions of public health to address the specific health needs or health status indicators selected by the local health department. 1 https://www.ncleg.gov/EnactedLegislation/Statutes/PDF/ByArticle/Chapter_130A/Article_1.pdf 220 Page 2 of 5 The North Carolina General Statute § 130A-1.1(b) states: a local health department shall ensure that the following 10 Essential Public Health Services are available and accessible to the population in each county served by the local health department: Assessment 1. Monitor health status to identify community health problems. 2. Diagnose and investigate health problems and health hazards in the community. Policy Development 3. Inform, educate, and empower people about health issues. 4. Mobilize community partnerships to identify and solve health problems. 5. Develop policies and plans that support individual and community health efforts. Assurance 6. Enforce laws and regulations that protect health and ensure safety. 7. Link people to needed personal health services and assure the provision of health care when otherwise unavailable. 8. Assure a competent public health and personal health care workforce. 9. Evaluate effectiveness, accessibility, and quality of personal and population-based health services. 10. Research for new insights and innovative solutions to health problems. III. Scope of Work and Deliverables: These funds may be used for any public health program or purpose, any locally identified need or current health status indicator, and to support the delivery of the core functions of public health and 10 Essential Public Health Services. The Local Health Department must report at the end of the fiscal year how the funds were spent related to the 10 Essential Public Health Services and core public health functions to address priority health needs or health status indicators selected by each local health department. Use of these funds may NOT supplant current state, federal or local funding. To qualify for these funds, the Local Health Department must have a Permanent or Interim Health Director per NC GS § 130A-40. In addition, if that Health Director has never served in that role in North Carolina previously, that Health Director must participate in the Orientation for New Local Health Directors coordinated by the North Carolina Association of Local Health Directors. Additionally, the Local Health Department must be currently accredited by the North Carolina Local Health Department Accreditation Board. IV. Performance Measures / Reporting Requirements: 1. Performance Measures a. Measure #1: The LHD shall invest this funding in specific health needs or health indicators including but not limited to the 10 Essential Public Health Services or core public health functions. b. Measure #2: The LHD shall identify the specific health needs or health status indicators selected for prioritization under this funding. c. Measure #3: The LHD shall identify the impact funding will have/had on the identified health needs or health status indicators selected for prioritization. 2. Reporting Requirements By June 30, 2026, the LHD shall complete the following reports via the Smartsheet dashboard.2 2 https://app.smartsheet.com/b/publish?EQBCT=82018408e7b44ef9b44e113b6e536ffb 221 Page 3 of 5 a. Expenditures by Type Report: LHD will provide funding expenditures by type for the annual reporting period. 1. Personnel (Salaries, Fringe, Benefits, etc. Do not include contracted staff) 2. Training and Education 3. Travel and Mileage 4. Medical Supplies 5. Office/Administrative Supplies 6. Contracted Services (included contracted staff) 7. Other administrative costs (specify) 8. Other (specify) b. Prioritized Health Needs or Indicators and Statement of Impact Reports: LHD will select one or more of the following health needs or indicators prioritized for the annual reporting period: 1. Environmental Health 2. Communicable Disease 3. Maternal Health 4. Child Health 5. Chronic Disease 6. Injury Prevention 7. Access to or Linkage to Care 8. Mental Health 9. Behavioral Health 10. Other health needs or indicators Statement of Impact: LHD will provide a statement that demonstrates what impact these funds had on prioritized health needs or indicators. 3. Reporting Required Subcontract Information In accordance with revised NCDHHS guidelines effective October 1, 2024, the LHD must provide the information listed below for every subcontract receiving funding from the LHD to carry out any or all of this Agreement Addendum’s work. This information is not to be returned with the signed Agreement Addendum (AA) but is to be provided to DPH when the entities are known by the LHD. a. Subcontracts are contracts or agreements issued by the LHD to a vendor (“Subcontractor”) or a pass-through entity (“Subrecipient”). 1. Subcontractors are vendors hired by the LHD via a contract to provide a good or service required by the LHD to perform or accomplish specific work outlined in the executed AA. For example, if the LHD needed to build a data system to satisfy an AA’s reporting requirements, the vendor hired by the LHD to build the data system would be a Subcontractor. (However, not all Vendors are considered Subcontractors. Entities performing general administrative services for the LHD (e.g., certified professional accountants) are not considered Subcontractors.) 2. Subrecipients of the LHD are those that receive DPH pass-through funding from the LHD via a contract or agreement for them to carry out all or a portion of the 222 Page 4 of 5 programmatic responsibilities outlined in the executed AA. (Subrecipients are also referred to as Subgrantees in NCAC.) The following information must be submitted via Smartsheet for review prior to the entity being awarded a contract or agreement from the LHD: • Organization or Individual’s Name (if an individual, include the person’s title) • EIN or Tax ID • Street Address or PO Box • City, State and ZIP Code • Contact Name • Contact Email • Contact Telephone • Fiscal Year End Date (of the entity) • State whether the entity is functioning as a pass-through entity Subcontractor or Subrecipient of the LHD. V. Performance Monitoring and Quality Assurance: The LTAT Branch will monitor performance by reviewing the annual Expenditures by Type Report, the Prioritized Health Needs or Indicators and Statement of Impact Reports. These financial and performance reports are provided by the LHD via the Smartsheet dashboard. If the LHD seeks assistance in clarifying any part of this Agreement Addendum’s requirements, LTAT Branch staff shall provide technical assistance upon request. If additional information is required, a phone conference will be conducted. VI. Funding Guidelines or Restrictions: 1. Federal Funding Requirements: where federal grant dollars received by the Division of Public Health (DPH) are passed through to the Local Health Department (LHD) for all or any part of this Agreement Addendum (AA). a. Requirements for Pass-through Entities: In compliance with 2 CFR §200.331 – Requirements for pass-through entities, DPH provides Federal Award Reporting Supplements (FASs) to the LHD receiving federally funded AAs. 1. Definition: An FAS discloses the required elements of a single federal award. FASs address elements of federal funding sources only; state funding elements will not be included in the FAS. An AA funded by more than one federal award will receive a disclosure FAS for each federal award. 2. Frequency: An FAS will be generated as DPH receives information for federal grants. FASs will be issued to the LHD throughout the state fiscal year. For a federally funded AA, an FAS will accompany the original AA. If an AA is revised and if the revision affects federal funds, the AA Revision will include an FAS. FASs can also be sent to the LHD even if no change is needed to an AA. In those instances, the FAS will be sent to provide newly received federal grant information for funds already allocated in the existing AA. b. Required Reporting Certifications: Per the revised Uniform Guidance, 2 CFR 200, if awarded federal pass-through funds, the LHD as well as all subrecipients of the LHD must certify the following whenever 1) applying for funds, 2) requesting payment, and 3) submitting financial reports: “I certify to the best of my knowledge and belief that the information provided herein is true, complete, and accurate. I am aware that the provision of false, fictitious, or fraudulent 223 Page 5 of 5 information, or the omission of any material fact, may subject me to criminal, civil, or administrative consequences including, but not limited to violations of U.S. Code Title 18, Sections 2, 1001, 1343 and Title 31, Sections 3729-3730 and 3801-3812.” 2. The Local Health Department is not required to seek prior approval to use the funds. The funds shall be used for the delivery of the 10 Essential Public Health Services per GS § 130A-1.1.3, the core functions of public health (Assessment, Policy Development, Assurance), or the specific health needs or health status indicators selected by each Local Health Department. 3 https://www.ncleg.gov/EnactedLegislation/Statutes/PDF/ByArticle/Chapter_130A/Article_1.pdf 224 Docusign Envelope ID: D0C32527-AB87-4B92-93A8-6FC2A1790156 225 Docusign Envelope ID: D0C32527-AB87-4B92-93A8-6FC2A1790156 07/22/25 | 9:37 AM EDT 07/22/25 | 9:37 AM EDT 7/22/2025 7/22/2025 7/25/25 226 Special Revenue Grant Project Ordinance 97A Public Health Services Additional Funding-AA121 ARPA Temporary Savings Funding Public Health Department, Human Services Agency BE IT ORDAINED by the Board of County Commissioners of Union County, North Carolina that, pursuant to Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following grant project ordinance is hereby adopted: Section 1: This ordinance is to increase the current budget for Public Health Services. Union County has received $100,000 of funds to date, $50,000 on April 1, 2024 and $50,000 on November 17, 2025. These funds may be used for the following categories of expenditures, to the extent authorized by state law. 1. Operating costs to support child health care service referral coordination and health care medical provider assistance in the child health clinic. Section 2: The attached chart is incorporated herein showing appropriations to date, additions as of this special revenue ordinance, and the total appropriation. Section 3: The following amounts are appropriated for the projects and authorized for expenditures: Section 4: The following revenues are anticipated to be available to complete the project: AA121 ARPA Temporary Savings Funding: $50,000 Section 5: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting records to satisfy the requirements of the grantor agency and the grant agreements, including payroll documentation and effort certifications, in accordance with 2 CFR 200.430 & 2 CFR 200.431. Section 6: Copies of this grant project ordinance shall be furnished to the Budget Officer, the Finance Officer and to the Clerk to Board of County Commissioners. Section 7: This grant project ordinance expires when AA121 ARPA Temporary Savings funds have been obligated and expended by the County, whichever occurs sooner. Section 8: At the completion of this grant project ordinance the Finance Officer is hereby directed to close out AA121 ARPA Temporary Savings funds. ATTEST: ________________________ ______________________________ Lynn G. West, Melissa Merrell Clerk to the Board Chair, Union County Board of Commissioners Project Uses Medical Services $50,000 Total $50,000 Appropriation Public Health Department 227 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 State Grant 50,000 50,000 100,000 Operating Expenses 50,000 50,000 100,000 50,000 50,000 100,000 50,000 50,000 100,000 EXPLANATION: APPROVED BY: DATE:11/17/2025 Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project 30030501-4421 State Grant 50,000 50,000 100,000 30030501-5383 Medical Services 50,000 50,000 100,000 50,000 50,000 100,000 50,000 50,000 100,000 Prepared By JBH Posted By Date Number SRO 97A FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES PROJECT SOURCES PROJECT USES Bd of Comm/County Manager Lynn West/Clerk to the Board SPECIAL REVENUE ORDINANCE AMENDMENT COUNTY MANAGER APPROVED General SRO Fund Traci Colley FY 2025-2026 November 17, 2025 228 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-688 Agenda Date:11/17/2025 TITLE:..title Grant Application - Dental Clinic INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: 1) November 7, 2022, Regular Meeting, Agenda Item #22-751 - Approved Delta Dental Foundation grant application. 2) December 4, 2023, Regular Meeting, Agenda Item #23-823 - Approved Delta Dental Foundation grant application. 3) December 2, 2024, Regular Meeting, Agenda Item #24-815 - Approved Delta Dental Foundation grant application. BACKGROUND: The Delta Dental Foundation is accepting applications for grant funding up to $5,000 to support community dental care for children through their Smiles for Kids Grants Program. The Public Health Dental Clinic requests approval to apply for these funds to support and expand our dental care services for children who have financial challenges receiving the necessary care. We anticipate 25- 30 children can be served through this funding. The County’s Dental Clinic provides general dentistry services and education to residents who may have difficulty obtaining dental care due to financial needs or access to other providers. The clinic provides services for adults and children beginning at 1 year of age. The clinic accepts Medicaid, third-party insurance and private pay on a sliding fee scale based on income. Oral diseases, which range from cavities and gum disease to oral cancer, cause pain and disability for many in our community. Establishing good oral health practices and seeking early dental care is an important component for overall health and is especially important for children to begin routine dental care early in their lives. A new application is required to be submitted each year to be considered for grant funding. Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™229 File #:25-688 Agenda Date:11/17/2025 FINANCIAL IMPACT: Anticipated funding is $5,000 with no County match requested or required. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™230 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-689 Agenda Date:11/17/2025 TITLE:..title Budget Amendment - Additional Funding for Conversion to Electronic Test Ordering and Results System INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health Department, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate $6,000 in additional funding from the North Carolina Division of Public Health Agreement Addendum FY25-26, 510 General Communicable Disease Control, Revision #1 and 2) approve Budget Amendment #10. PRIOR BOARD ACTIONS: None. BACKGROUND: To help better control, detect, and monitor communicable diseases, the North Carolina State Laboratory of Public Health (NCSLPH) is implementing a new system: the Electronic Test Ordering and Results (ETOR) system. Currently, local health departments send thousands of paper test requisition forms to the NCSLPH each week, which results in thousands of paper results being sent back. This manual process is time consuming and inefficient for everyone. To significantly reduce paper and streamline operations, the NCSLPH is phasing in the implementation of the ETOR system. The local health departments’ part in the onboarding process will be during the Bidirectional Interface Project. Local health departments will be phased into this process and notified of their timeline by the project manager at the NCSLPH. This project will connect each local health departments’ Electronic Health Record (EHR) system directly with the NCSLPH Laboratory Information Management System (LIMS) through the North Carolina Health Information Exchange (NCHIEA). This new bidirectional interface will allow every local health department to place lab test orders with NCSLPH electronically (i.e., paperless) and to receive lab test results automatically back into the local health department’s EHR system via the NCHIEA. This change will make test ordering and receipt of results much more efficient, benefiting all local health departments across North Carolina. FINANCIAL IMPACT: The County is awarded $6,000 from the North Carolina Division of Public Health through May 31, 2026. No County match is required. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™231 Division of Public Health Agreement Addendum FY 25-26 Page 1 of 3 Health Director Signature (use blue ink or verifiable digital signature) Date LHD to complete: [For DPH to contact in case follow-up information is needed.] LHD program contact name: Phone and email address: Signature on this page signifies you have read and accepted all pages of this document. Template rev. Dec2024 Union County Consolidated Human Services Agency, Public Health Department Epidemiology / Communicable Disease Branch Local Health Department Legal Name DPH Section / Branch Name 510 General Communicable Disease Control Vanessa Gailor 919-546-1658 vanessa.gailor@dhhs.nc.gov Activity Number and Description DPH Program Contact (name, phone number, and email) 06/01/2025 – 05/31/2026 Service Period DPH Program Signature Date (only required for a negotiable Agreement Addendum) 07/01/2025 – 06/30/2026 Payment Period Original Agreement Addendum Agreement Addendum Revision # 1 I. Background: As of August 1, 2025, this Agreement Addendum Revision #1 adds the following four paragraphs: To help better control, detect, and monitor communicable diseases, the North Carolina State Laboratory of Public Health (NCSLPH) is implementing a new system: the Electronic Test Ordering and Results (ETOR) system. Currently, local health departments send thousands of paper test requisition forms to the NCSLPH each week, which results in thousands of paper results being sent back. This manual process is time- consuming and inefficient for everyone. To significantly reduce paper and streamline operations, the NCSLPH is phasing in the implementation of the ETOR system. The local health departments’ part in the onboarding process will be during the Bidirectional Interface Project. Local health departments will be phased into this process and notified of their timeline by the project manager at the NCSLPH. This project will connect each local health departments’ Electronic Health Record (EHR) system directly with the NCSLPH Laboratory Information Management System (LIMS) through the North Carolina Health Information Exchange (NCHIEA). This new bidirectional interface will allow every local health department to place lab test orders with NCSLPH electronically (i.e., paperless) and to receive lab test results automatically back into the local health department’s EHR system via the NCHIEA. This change will make test ordering and receipt of results much more efficient, benefiting all local health departments across North Carolina. 232 Page 2 of 3 II. Purpose: This Agreement Addendum Revision #1 provides additional funding to enable the Local Health Department (LHD) to implement the Electronic Test Ordering and Results (ETOR) system by participating in the Bidirectional Interface Project. III. Scope of Work and Deliverables: As of August 1, 2025, this Agreement Addendum Revision #1 adds Paragraph 9, as follows: 9. Implement the Electronic Test Ordering and Results (ETOR) system for NCSLPH test orders and results viewing per the onboarding schedule to be sent by the NCSLPH to each local health department. The ETOR system enables local health departments to place electronic laboratory test orders via their Electronic Health Record and Electronic Medical Record (EHR) vendors’ systems and view laboratory test results via their EHR vendors’ systems. This implementation includes: a. Attending weekly ETOR system status meetings held by NCSLPH staff, during the LHD’s Onboarding Phase. Each LHD’s Onboarding Phase will run between one to four weeks. Each status meeting will include a review and distribution of the program schedule. The project is planned and tracked by the ETOR Project Manager at the NCSLPH through planning software; NCSLPH will create additional reports from this software to share with the LHD at each meeting. b. Working with its EHR vendor to finalize the EHR onboarding document for ETOR within the LHD, no later than the date indicated on the program schedule. c. Participating in ETOR system interface/integration design meetings as needed during the ETOR system requirements, design, and testing phases. d. Participating in User Acceptance Testing (UAT) of the integrated ETOR system, which includes executing UAT Test Cases. e. Participating in Operational Readiness Testing (ORT) of the integrated ETOR system f. Participating in the phased training for ETOR within the LHD, as scheduled. One set of training sessions will occur prior to the UAT cycles; and a final set will be provided prior to operational go-live. IV. Performance Measures / Reporting Requirements: As of August 1, 2025, this Agreement Addendum Revision #1 adds Paragraphs 9 and 10, as follows: 9. Performance Measure #8: During the Onboarding Phase for the ETOR system, the local health department will submit weekly progress reports via Jira, a software application that will be used for this reporting phase. (Before this phase begins, the ETOR Project Manager will provide training on Jira.) The ETOR Project Manager will contact each local health department to confirm the start date of the onboarding phase. Reporting Requirements: Provide weekly progress reports to the ETOR Project Manager via Jira during the Onboarding Phase. 10. Performance Measure #9: During the UAT Testing Phase, local health departments will execute UAT Test Cases per the program schedule, attend weekly review meetings and provide weekly reporting. The program schedule is distributed weekly and is reviewed during each weekly ETOR system status meeting. 233 Page 3 of 3 Reporting Requirements: Provide weekly reporting during the UAT Testing Phase to the NCSLPH project manager and attend weekly meetings. V. Performance Monitoring and Quality Assurance: As of August 1, 2025, this Agreement Addendum Revision #1 adds Paragraph 4, as follows: 4. Each week, the NCSLPH staff will review the LHD’s Onboarding Phase weekly progress reports and provide feedback, as needed. The NCSLPH staff will also provide feedback and technical assistance, as needed, to the LHD about the LHD’s UAT and Operational Readiness Test (ORT) test case development and execution. VI. Funding Guidelines or Restrictions: No change. 234 Activity Nbr + Name:510 FAS Number + Reason:1 Assistance Listing Nbr + Name:93.323 Is award R&D?:no FAIN:IDC rate:n/a Fed awd total amt:5,269,422$ Fed award project description: Fed awd date + awarding agency:10-17-23 Total federal funds Subrecipient's Federal funds from Total federal funds Subrecipient UEI for entire Activity Subrecipient UEI grant listed above for entire Activity Alamance F5VHYUU13NC5 6,000$ Jackson X7YWWY6ZP574 6,000$ 6,000$ Albemarle WAAVS51PNMK3 6,000$ Johnston SYGAGEFDHYR7 6,000$ 6,000$ Alexander XVEEJSNY7UX9 6,000$ Jones HE3NNNUE27M7 6,000$ 6,000$ Anson PK8UYTSNJCC3 6,000$ Lee F6A8UC99JWJ5 6,000$ 6,000$ Appalachian CD7BFHB8W539 6,000$ Lenoir QKUFL37VPGH6 6,000$ 6,000$ Beaufort RN1SXFD4LXN6 6,000$ Lincoln UGGQGSSKBGJ5 6,000$ 6,000$ Bladen TLCTJWDJH1H9 6,000$ Macon LLPJBC6N2LL3 6,000$ 6,000$ Brunswick MJBMXLN9NJT5 6,000$ Madison YQ96F8BJYTJ9 6,000$ 6,000$ Buncombe W5TCDKMLHE69 6,000$ MTW ZKK5GNRNBBY6 6,000$ 6,000$ Burke KVJHUFURQDM5 6,000$ Mecklenburg EZ15XL6BMM68 6,000$ 6,000$ Cabarrus RXDXNEJKJFU7 6,000$ Montgomery E78ZAJM3BFL3 6,000$ 6,000$ Caldwell HL4FGNJNGE97 6,000$ Moore HFNSK95FS7Z8 6,000$ 6,000$ Carteret UC6WJ2MQMJS8 6,000$ Nash NF58K566HQM7 6,000$ 6,000$ Caswell JDJ7Y7CGYC86 6,000$ New Hanover F7TLT2GMEJE1 6,000$ 6,000$ Catawba GYUNA9W1NFM1 6,000$ Northampton CRA2KCAL8BA4 6,000$ 6,000$ Chatham KE57QE2GV5F1 6,000$ Onslow EGE7NBXW5JS6 6,000$ 6,000$ Cherokee DCEGK6HA11M5 6,000$ Orange GFFMCW9XDA53 6,000$ 6,000$ Clay HYKLQVNWLXK7 6,000$ Pamlico FT59QFEAU344 6,000$ 6,000$ Cleveland UWMUYMPVL483 6,000$ Pender T11BE678U9P5 6,000$ 6,000$ Columbus V1UAJ4L87WQ7 6,000$ Person FQ8LFJGMABJ4 6,000$ 6,000$ Craven LTZ2U8LZQ214 6,000$ Pitt VZNPMCLFT5R6 6,000$ 6,000$ Cumberland HALND8WJ3GW4 6,000$ Polk QZ6BZPGLX4Y9 6,000$ 6,000$ Dare ELV6JGB11QK6 6,000$ Randolph T3BUM1CVS9N5 6,000$ 6,000$ Davidson C9P5MDJC7KY7 6,000$ Richmond Q63FZNTJM3M4 6,000$ 6,000$ Davie L8WBGLHZV239 6,000$ Robeson LKBEJQFLAAK5 6,000$ 6,000$ Duplin KZN4GK5262K3 6,000$ Rockingham KGCCCHJJZZ43 6,000$ 6,000$ Durham LJ5BA6U2HLM7 6,000$ Rowan GCB7UCV96NW6 6,000$ 6,000$ Edgecombe MAN4LX44AD17 6,000$ Sampson WRT9CSK1KJY5 6,000$ 6,000$ Foothills NGTEF2MQ8LL4 6,000$ Scotland FNVTCUQGCHM5 6,000$ 6,000$ Forsyth V6BGVQ67YPY5 6,000$ Stanly U86MZUYPL7C5 6,000$ 6,000$ Franklin FFKTRQCNN143 6,000$ Stokes W41TRA3NUNS1 6,000$ 6,000$ Gaston QKY9R8A8D5J6 6,000$ Surry FMWCTM24C9J8 6,000$ 6,000$ Graham L8MAVKQJTYN7 6,000$ Swain TAE3M92L4QR4 6,000$ 6,000$ Granv-Vance MGQJKK22EJB3 6,000$ Toe River JUA6GAUQ9UM1 6,000$ 6,000$ Greene VCU5LD71N9U3 6,000$ Transylvania YLN4BFCJCP39 6,000$ 6,000$ Guilford YBEQWGFJPMJ3 6,000$ Union LHMKBD4AGRJ5 6,000$ 6,000$ Halifax MRL8MYNJJ3Y5 6,000$ Wake FTJ2WJPLWMJ3 6,000$ 6,000$ Harnett JBDCD9V41BX7 6,000$ Warren TLNAU5CNHSU5 6,000$ 6,000$ Haywood DQHZEVAV95G5 6,000$ Wayne DACFHCLQKMS1 6,000$ 6,000$ Henderson TG5AR81JLFQ5 6,000$ Wilkes M14KKHY2NNR3 6,000$ 6,000$ Hoke C1GWSADARX51 6,000$ Wilson ME2DJHMYWG55 6,000$ 6,000$ Hyde T2RSYN36NN64 6,000$ Yadkin PLCDT7JFA8B1 6,000$ 6,000$ Iredell XTNRLKJLA4S9 6,000$ Yancey L98MCUHKC2J8 6,000$ 6,000$ 6 000$ UEI = Unique Entity Identifier Federal Award Reporting Requirements for Pass-Through Agencies, 2 CFR § 200.331 DPH v1 05-30-24 [ag] 6,000$ Federal funds from Epidemiology and Laboratory Capacity for Infectious Diseases (ELC) NU50CK000530 grant listed above 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ Subrecipient's 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ General Communicable Disease Control This FAS is accompanying an AA+BE or an AA Revision+BE Revision. CK19-1904 Epidemiology and Laboratory Capacity for Prevention and Control of Emerging Infectious Diseases (ELC) HHS, Centers for Disease Control and Prevention 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ 6,000$ FY26 -FAS federal award supplement 235 236 07/24/25 7/24/2025 7/25/25 237 BUDGET REQUESTED BY FISCAL YEAR DATE INCREASE DECREASE Description Description Printing & Office Supplies 2,467.69 Fed Grant - DPH Summary 6,000 Education Expenses 300.00 Miscellaneous*3,232.31 Additional Funding for Conversion to Electronic Test Ordering and Results System. Recognize, receive, Explanation: and appropriate $6,000 in additional funding from the NC Division of Public Health Agreement Addendum FY25-26, 510 General Communicable Disease Control, Revision #1. DATE 11/17/2025 APPROVED BY DEBIT CREDIT Code Account Amount Code Account 10130513-5260-11440 Printing & Office Supplies 2,467.69 10130513-4320-11440 Fed Grant - DPH Summary 6,000 10130513-5313-11440 Education Expenses 300.00 10130513-5299-11440 Miscellaneous*3,232.31 *5299 not showing available in that project string Total 6,000 Total 6,000 Prepared By MEG Posted By Date Number 10 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR POSTING PURPOSES ONLY BUDGET AMENDMENT Public Health - Adult Traci Colley FY 2026 November 17, 2025 238 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-696 Agenda Date:11/17/2025 TITLE:..title Resolution - Parks & Recreation Bobcat Exchange INFORMATION CONTACT: Jim Chaffin, Parks & Recreation, Director, 704-283-3881 ACTION REQUESTED: Adopt a resolution authorizing the exchange of personal property. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County currently owns a Bobcat S250 skid steer loader purchased in 2005, which is actively used by the Parks & Recreation Department. Due to the machine's age and the rising costs associated with its maintenance, the department is requesting to replace the existing Bobcat with a new 2025 Model S650 T4 skid steer loader. As part of this replacement process, Parks & Recreation is seeking approval to exchange the current Bobcat S250 pursuant to N.C.G.S. 160A-271. The County will receive the current fair market value of the Bobcat, less the cost of an outstanding work order, as trade-in value for the new Bobcat. This exchange will reduce the overall purchase cost charged to the department’s budget. Details regarding the purchase price, trade-in value, and the final net price are included in the attached resolution and quotation. FINANCIAL IMPACT: The total cost for the new 2025 Model S650 T4 Skid Steer Loader, after applying the trade-in allowance for the existing Bobcat S250, will be $48,737.44. Funds for this purchase are appropriately budgeted within the Parks & Recreation Department’s current budget. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™239 RESOLUTION AUTHORIZING EXCHANGE OF A CERTAIN UNION COUNTY SKID STEER FOR A NEW SKID STEER THAT WHEREAS, Union County is the owner of one Bobcat S250, serial number 526014782, originally purchased in 2005 (the “Union Bobcat”); and WHEREAS, Union County desires to exchange the Union Bobcat for a new skid steer from Bobcat of Monroe; and WHEREAS, pursuant to North Carolina General Statutes § 160A-271, Union County is authorized to exchange any personal property belonging to the County if the County receives full and fair consideration in exchange for its property; and WHEREAS, the final trade-in value of $11,377.20 offered for the Union Bobcat by Bobcat of Monroe is equal to the current fair market value of the Union Bobcat, less the cost of an outstanding work order on the Union Bobcat; and WHEREAS, Union County will pay to Bobcat of Monroe, as additional consideration in exchange for a new S650 T4 Bobcat Skid Steer Loader (the “New Bobcat”), an amount not to exceed $48,737.44. NOW, THEREFORE, BE IT RESOLVED by the Union County Board of Commissioners as follows: The County Manager or his designee is authorized to exchange the Union Bobcat with Bobcat of Monroe for the New Bobcat in accordance with G.S. § 160A-271, and to execute such documents of conveyance as may be necessary to transfer ownership of the Union Bobcat and accept ownership of the New Bobcat. This the 17th day of November, 2025. ATTEST: ___________________________ ______________________________ Lynn G. West, Clerk to the Board Melissa Merrell, Chair Union County Board of Commissioners 240 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-697 Agenda Date:11/17/2025 TITLE:..title Purchase - Replacement/Expansion Vehicles INFORMATION CONTACT: Christopher J. Boyd, Facilities and Fleet Management, Director, 704-283-3868 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: Fleet requests the approval to purchase sixteen (16) replacement and/or expansion vehicles. Seven (7) vehicles are replacements for existing assets that have met their use in life in accordance with the vehicle replacement policy and were approved for replacement in the FY26 budget. Nine (9) vehicles are expansion vehicles which were approved in the FY26 budget. A summary of the replacement and expansion vehicles is as follows: Replacements (1)2026 Ford Explorer 4WD - Replaces 41-08, UC Water, $39,344.16 (1)2026 Ford F250 Crew Cab 4WD - Replaces 55-14, Fire Services $50,230.18 (1)2026 Ford F150 Super Cab 4WD - Replaces 33-13, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 70-16, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 16-16, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 34-13, $42,142.78 (1)2026 Ford F150 Super Cab 4WD - Replaces 56-14, $42,142.78 Expansions (1)2026 Ford Explorer 4WD - Expansion, Assessment, $39,344.16 Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™241 File #:25-697 Agenda Date:11/17/2025 (1)2026 Ford F250 Crew Cab 4WD - Expansion, Solid Waste, $50,093.88 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 (1)2026 Ford F150Crew Cab 4WD - Expansion, UC Water, $43,870.01 N.C.G.S 143-129(e)(3) and N.C.G.S 143-129(e)(9) allow local governments to make purchases through a competitively bid North Carolina Statewide Term Contract or a Group Purchasing Program. The purchase of the vehicles will be made using North Carolina State Term Contract 2510A as quoted by Deacon Jones Ford of Clinton. The Procurement Department has vetted this contract and purchase amount. FINANCIAL IMPACT: The anticipated cost for the vehicles is $696,816.35 and is budgeted accordingly for FY26. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-700 Agenda Date:11/17/2025 TITLE:..title Bid Award and Construction Contract - Union County Progress Building Backup Generator INFORMATION CONTACT: Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420- 2626 ACTION REQUESTED: 1) Award contract to Hinson Electric, Inc. in the amount of $481,800.00; 2) authorize the County Manager to i) negotiate and execute and 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; and 3) adopt Resolution Providing Notice of Construction of the Union County Progress Building Backup Generator. PRIOR BOARD ACTIONS: None. BACKGROUND: The project scope entails providing and installing a backup generator to provide full building backup power in the event of an emergency or during the loss of normal utility power. The backup generator will help ensure essential services can continue to be provided in the event of a loss of power to the Progress Building. On September 16, 2025, the Procurement and Contract Management Department partnered with the Facilities and Fleet Management Department to issue IFB 2026-024. On October 15, 2025, eight (8) bids for the titled project were received and processed. The bids were tabulated, reviewed and certified by Progressive Architecture and Engineering, P.C. The bids ranged from $448,800.00 - $1,095,600.00; staff recommend that the project be awarded to the lowest responsive, responsible bidder acknowledging all required forms in their bid submission, Hinson Electric, Inc., in the amount of $481,800.00. FINANCIAL IMPACT: The cost to execute this contract is $481,800.00. There are sufficient finds in capital account number 40080209 to cover this expense. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™286 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Progressive Companies IFB 2026-024 96520008 1 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 11 13 Union County Progress Building Backup Generator UNION COUNTY, NORTH CAROLINA Union County Progress Building Backup Generator IFB 2026-024 ADVERTISEMENT FOR BIDS Sealed Bids for Union County Progress Building Backup Generator will be received by Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, North Carolina 28110 until 2:00 PM local time on October 15, 2025, at which time the Bids received will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-024” and shall be addressed to Union County Procurement and Contract Management, Attn: Juan Rodriguez-Cruz, 610 Patton Avenue, Monroe, NC 28110. A Non-Mandatory Pre-Bid meeting will be held on September 29, 2025, at 10:00 AM local time at the Union County Progress Building, 1407 Airport Road, Monroe, NC 28110. Attendance at this meeting is strongly encouraged. Scope of Work: Design and install a backup generator and peripheral equipment such as an automatic transfer switch (ATS) to provide full backup supply during loss of normal utility power. The strategy for full backup will consist of resupplying the existing main distribution panels from a new ATS connected to both normal and backup power. The exiting circuits being fed from the existing main distribution panels will remail as is. In addition, Union County desires to include the ability to connect a temporary generator to the electrical system in the event the backup generator is unavailable to provide backup power (maintenance, etc.). Therefore, a manual transfer switch docking station will be included in the design. The Work includes coordinating with Union County Facilities and Fleet Management for access, security, and shutdowns. Bids will be received for a single prime Contract. Bids shall be on a lump sum basis as set forth in the Bid Form. All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez-Cruz@unioncountync.gov). Deadline for questions is 5:00 PM local time on October 02, 2025. Questions will be addressed via Addenda no later than 7 days prior to bid date. The Issuing Office for the Bidding Documents is: Name of Issuing Office: Progressive Companies 1801 North Graham Street Charlotte, NC 28206 Contact Name: Dane Stivers Contact E-mail Address: Dstivers@weareprogressive.com Contact Phone: (704) 731-8088 Prospective Bidders may examine the Bidding Documents at Union County Procurement and Contract Management at 610 Patton Avenue, Monroe, North Carolina on Mondays through Fridays between the hours of 8:00 AM and 5:00 PM and may obtain copies of the Bidding Documents from the Issuing Office as described below. 287 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Progressive Companies IFB 2026-024 96520008 2 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 11 13 Union County Progress Building Backup Generator Bidding Documents are available in electronic or printed form from Duncan-Parnell via their bid room https://www.bidroom.duncan-parnell.com Registration with Duncan-Parnell is required to obtain the bid documents. There is no charge for registration. Printed hard copies of the Bidding Documents can be ordered and shipped for an additional fee, which will depend on the number of sets, size of Drawings, applicable taxes, and shipping method selected by the prospective Bidder. The approximate costs of the Bidding Documents and shipping are non-refundable, and are as follows: • Download (PDF) $132.00 plus tax • Printed Set and Digital Set $99.00 plus tax Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be responsible for full or partial sets of Bidding Documents, including Addenda if any, obtained from sources other than the Issuing Office or Duncan-Parnell. Bidders must have a license to do work as a contractor in the State of North Carolina, as set forth under Article 1 chapter 87 of the North Carolina General statutes. The bidder’s North Carolina Contractor license number shall be designated on the outside of the sealed envelope containing the Bid. Bidders are required to provide a non-collusion affidavit, as set forth in the bidding documents. As provided by statute, a deposit of cash, cashier’s check or certified check on some bank or trust company insured by the Federal Deposit insurance Company, or a bid bond executed by corporate surety licensed under the laws of North Carolina to execute such bonds in the amount of 5% of the bid must accompany each bid. The payee shall be “Union County”. Said deposit shall guarantee that the Agreement will be entered into by the successful bidder if award is made. Such deposit may be held by Union County until the successful bidder has executed and delivered all required Contract documents to Union County. Union County reserves the right to reject any or all bids, including without limitation, nonconforming, nonresponsive, unbalanced, or conditional Bids. Owner further reserve the right to reject the Bid and Bidder whom they find, after reasonable inquiry and evaluation, to not be responsible. Owner may also reject the Bid and Bidder if the Owner believes that it would not be in the best interest of the Project to make an award to that Bidder. Owner also reserves the right to waive all informalities and technicalities not involving price, time, or changes in the Work and to negotiate, as allowed by law, contract terms with the Successful Bidder. Union County encourages good faith effort outreach as described in the Union County MBE and Small business Outreach Plan. Compliance with Union County Minority and Small Business Guidelines and Outreach Plan goals apply. Bidders shall submit a completed identification of Minority Participation form and either an Affidavit A or Affidavit B, as applicable along with their Bid. END OF DOCUMENT 00 11 13 288 Invitation for Bid No. 2026-024 Union County Progress Building Backup Generator ADDENDUM No. 1 ISSUE DATE: October 08, 2025 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 289 DOCUMENT 00 01 10 - TABLE OF CONTENTS Progressive Companies IFB 2026-024 96520008 1 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 01 10 Union County Progress Building Backup Generator PROJECT MANUAL – 100% CONSTRUCTION DOCUMENTS DIVISION 00 – PROCUREMENT AND CONTRACTING REQUIREMENTS 00 01 01 Project Title Page 00 01 07 Seals Page 00 01 10 Table of Contents 00 01 15 List of Drawing Sheets 00 11 13 Advertisement for Bids 00 11 16 Invitation to Bid 00 21 00 Instructions to Bidders 00 25 00 Pre-Bid Meetings 00 41 13 Bid Form – Stipulated Sum 00 43 13 Bid Security Form 00 43 28 Tax Rebate Form 00 43 39.13 Guidelines for Recruitment and Selection of Minority Business 00 45 19 Non-Collusion Affidavit 00 45 36 Equal Opportunity Employment Affidavit 00 45 39 MBE Provisions Affidavit 00 52 00 Agreement Forms 00 54 00 Notice of Intent to Award 00 55 00 Notice to Proceed 00 61 00 Bond Forms 00 62 00 Certificate of Insurance 00 72 00 General Conditions of the Contract for Construction 00 91 13 Addenda DIVISION 01 – GENERAL REQUIREMENTS 01 10 00 Summary 01 23 00 Alternates 01 26 00 Contract Modifications Procedures 01 29 00 Payment Procedures 01 31 00 Project Management and Coordination 01 32 00 Construction Progress Documentation 01 33 00 Submittal Procedures 01 40 00 Quality Requirements 01 42 00 References 01 50 00 Temporary Facilities and Controls 01 60 00 Product Requirements 01 73 00 Execution 01 73 29 Cutting and Patching 01 74 19 Construction Waste Management and Disposal 01 77 00 Closeout Procedures 01 78 23 Operation and Maintenance Data 01 78 39 Project Record Documents 01 79 00 Demonstration and Training DIVISION 02 – EXISTING CONDITIONS 02 41 13 Selective Site Demo 290 DOCUMENT 00 01 10 - TABLE OF CONTENTS Progressive Companies IFB 2026-024 96520008 2 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 01 10 Union County Progress Building Backup Generator DIVISION 23 – HEATING, VENTILATING, AND AIR-CONDITIONING (HVAC) 23 05 53 Identification For HVAC Piping And Equipment 23 11 23 Facility Natural-Gas Piping DIVISION 26 – ELECTRICAL 26 05 05 Selective Demolition For Electrical 26 05 19 Low-Voltage Electrical Power Conductors And Cables 26 05 26 Grounding And Bonding For Electrical Systems 26 05 29 Hangers And Support For Electrical Systems 26 05 33.13 Conduit For Electrical Systems 26 05 33.16 Boxes For Electrical Systems 26 05 53 Identification For Electrical Systems 26 05 73 Power System Studies 26 05 83 Wiring Connections 26 08 01 Electrical Inspection, Testing And Start-Up 26 24 16 Panelboards 26 27 26 Wiring Devices 26 32 13 Engine Generators 26 36 00 Transfer Switches 26 43 00 Surge Protective Devices 26 56 00 Exterior Lighting DIVISION 31 – EARTHWORK 31 10 00 Site Clearing 31 20 00 Earthwork 31 25 00 Erosion Control DIVISION 32 – EXTERIOR IMPROVEMENTS 32 12 16 Asphalt Pavement 32 17 00 Pavement Markings, Signs And Specialties 32 92 00 Lawns And Grasses 32 93 00 Exterior Plants DIVISION 33 – UTILITIES 33 10 00 Exterior Water Systems 33 41 00 Storm Drainage END OF TABLE OF CONTENTS 291 ADDENDUM NO. 01 Progressive Companies IFB 2026-024 96520008 1 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 91 13 Union County Progress Building Backup Generator Union County Progress Building Backup Generator Union County, Owner Project No.: IFB 2026-024 Contract Document Date: August 20, 2025 Issue to: Bidders Addendum Date: October 08, 2025 A. NOTICE TO BIDDER 1.1 This Addendum is issued pursuant to the Conditions of the Contract and is hereby made part of the Contract Documents. The addendum serves to clarify, revise, and supersede information in the Project Manual, the Drawings, and previously issued Addenda. The Bidder shall acknowledge receipt of this Addendum in the appropriate space on the Bid Form. Failure to do so may subject the Bidder to disqualification. A list of attachments, if any, is part of this document. 1.2 Acknowledge receipt of this Addendum in the space provided in the Bid Form. Failure to do so may disqualify the Bidder. 1.3 The date for receipt of bids for this project is unchanged by this Addendum. Sealed Bids for Union County Progress Building Backup Generator will be received by the Union County Procurement Department until 2:00 PM local time on October 15, 2025 at Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, NC 28110. 1.4 All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez- Cruz@unioncountync.gov). Deadline for questions is 5:00 PM local time on October 02, 2025. Questions will be addressed via Addenda no later than seven calendar days prior to the date for receipt of bids. All addenda and any associated contract document revisions will be posted to the following websites: Union County, NC State IPS, Duncan Parnell Planroom. B. QUESTION AND ANSWER SECTION 1. 1. Please provide an attendance/bidders list from the pre-bid conference. Answer: See section E. Attachments 2. Can project materials for the interior work be securely stored in the facility (eg, Conduit, conductors/wire, panel assemblies, etc.) Answer: Yes 3. Please advise as to the disposition of the “Building Mounted Service Tropher” as it is shown as solid on the Existing Electrical One Line similar to the tropher feeding Main#1 and Main #2 but it does not appear on the New Electric one line as the tropher feeding the mains does. Answer: All dashed lines including the building mounted service troffer are dashed, which indicated demolition. So, it does not exist in the proposed new layout. The intent is to remove the five existing service feeders and feed a new ATS with one new feeder 4. Will an alternate MTS manufacturer be allowed in the interest of project schedule as the specified Trystar MTS has a lead time of 8 – 9 months? 292 ADDENDUM NO. 01 Progressive Companies IFB 2026-024 96520008 2 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 91 13 Union County Progress Building Backup Generator Answer: Alternate submittals are allowed and approved by the EOR. 5. Will existing conduits be abandoned in place or removed when the new circuitry is installed? Answer: Removed 6. Will the project engineer permit the current drawing set to be submitted to Monroe city for permit issuance? Answer: The project engineer will be responsible for submission to the city for permits. 7. Is there an erosion and sedimentation control permit in place for the site? If yes, will this project be incorporated by refence or if not, will the successful bidder be responsible for permitting the “aggregate disturbance”? Answer: The area of the disturbance is not anticipated to require erosion and sedimentation control permitting 8. Are there any earthwork requirements beyond limits of generator slabs? Answer: Contractor is responsible for earthwork requirements for installation of natural gas and electrical work as well. 9. What is the new slab depth in existing grade? Answer: 6” minimum 10. Are there any erosion control requirements? Answer: The area of the disturbance is not anticipated to require erosion and sedimentation control or permitting. 11. Does the existing generator need to maintain operation until new generator is operational? Answer: Yes 12. Where will generator need to be transported to? Answer: Old generator stays on site, needs to be moved into the warehouse to be placed on GovDeals 13. Is Nema 1 acceptable in lieu of 3R for indoor enclosure? Answer: Yes 293 ADDENDUM NO. 01 Progressive Companies IFB 2026-024 96520008 3 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 91 13 Union County Progress Building Backup Generator 14. Who is the point of contact for scheduling a site visit? Answer: Eric.Simpson@unioncountync.gov 15. What is intended by Detail 2 on sheet EP101? It appears that there is concrete adjacent to the equipment slab that is not depicted in plan view. See picture below for more information. Answer: The hatching represents earth (grade) 16. After our site visit, we noticed the exiting pad mounted transformer was leaning pretty bad. We were wondering if while we had to be working in that transformer anyway for the new switchboard if a new PAD and leveling would need to be included in the scope of work for this project. Answer: No, a new pad or leveling of the current pad will not be needed C. MODIFICATIONS TO DRAWINGS 1.5 The following changes were made to drawing page E501, Electrical One-Line Diagrams, on 10/03/2025 • Generator NEMA 3X changed to NEMA 3R • Temporary Gen Set Connection (MTS) NEMA 4X Enclosure changed to NEMA 3R Enclosure • ATS NEMA 3R changed to NEMA 1 D. MODIFICATIONS TO SPECIFICATIONS 1.6 Update to Section 00 01 10 “Table of Content” to include Section 00 91 13 “Addenda” 294 ADDENDUM NO. 01 Progressive Companies IFB 2026-024 96520008 4 Union County Progress Building Backup Generator 100% Construction Documents August 20 2025 00 91 13 Union County Progress Building Backup Generator E. ATTACHMENTS 1.7 Sign-in Sheet from Pre-Bid meeting. END OF ADDENDUM 295 ~ UNIONCOUNTY north carolina €'14(.,t..5' A.,.5➔,"' L?'r'.\~r' 'lttl¼ \ t) kV\ ) t V1 /j4+0 A/4/S(.o(L ~-l i o,.r~ {_,.,'c, 5°i~PSof\ Non-Mandatory Pre-Bid Conference & Site Visit IFB 2026-024 Union County Progress Building Backup Generator Union County Progress Building 1407 Airport Road Monroe, NC 28110 September 29, 2025 10:00 AM ;y!~-,./'. 1C?<>'rlP6.'1-,310 \ c.¥-~~ H~ p.__r G fr-L ~r.,..~r ~ H,r P•r ('JC . r~-01 { (; -l ) ( -u I 11 rv i ~-' V1 r o w w 1-,\~lA.Vl --Y z:;, (J-/ ~ -o ~~'{/)£;,t.J &~ alcd/ '"-' Y~<./ -b • to~ M.sc, rv Q. . Arts &f 11/d11 ( ou11tJ 10'1 -2J i"''> 7 ~ 296 Union County, North CarolinaProcurement Conference Room, 610 Patton Ave, Monroe, NC JNC Contractor License No.Non-Collusion Affidavit Received? (Yes/No)Bid Bond/Deposit (5%) Received? (Yes/No)Minority Participation Form & Affidavit A/B Received? (Yes/No)Addenda Acknowledgement Bid TotalXNo X No X $448,800.00XYes X Yes X $737,793.10XYes X Yes X $546,200.00XYes X Yes X $559,242.20XYes X Yes X $482,900.00XYes X Yes X $1,095,600.00XNo X No $544,729.90XYes X Yes X $481,800.00Harper General Contrators Khalid Davis ElectricCompany NameKrydon Grouyp (1st)RecorePage Power SystemsHinson Electric (2nd)Stelco Electric LLC (3rd)Bid Opening TabulationIFB 2026-024 Union County Progress Building Backup GeneratorOctober 15, 2025 2:00 PMBids Opened and Recorded by Juan Rodriguez-Cruz 10/15/2025Carrick Contracting CorporationThis item has been electronically signed and sealed by Dane A. Stivers using a Digital Signature and date. Printed copies of this document are not considered signed and sealed and the signature must be verified on any electronic copies.10/29/2025 11:33:59 AM297 Progressive Companies | Charlotte, NC | Detroit, MI | Grand Rapids, MI | weareprogressive.com October 21, 2025 Eric Simpson Facilities Project Manager Union County Government, Facilities Management 1407 Airport Road Monroe, NC 28110 Re: Recommendation for Award of Union County Progress Building Backup Generator IFB 2026-024 Mr. Simpson: On October 15, 2025, at 2:00 PM bids were received and opened for the Union County Progress Building Backup Generator at Procurement Conference Room, 610 Patton Ave, Monroe, NC. Eight (8) bids were received. The lowest bid received was in the amount $448,800.00 from The Krydon Group. Due to not submitting Minority Participation Form & Affidavit A/B, under N.C. Gen. Stat. § 143-128.2(c), these forms are required to be submitted with the bid. As a result, we will need to reject this bid and move to the next lowest responsive bidder. The next apparent low bidder acknowledging all required affidavits and addenda was Hinson Electric. Hinson Electric’s bid was for $481,800.00. It is our recommendation to move forward with awarding the contract for the Progress Building Backup Generator project to Hinson Electric. As always, feel free to contact me with any questions or comments. Sincerely, Dane Stivers, P.E. Progressive Companies 298 299 300 301 302 303 304 305 AIA® Document A101® – 2017 Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 1 ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may also have revised the text of the original AIA standard form. An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed. This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. The parties should complete A101®–2017, Exhibit A, Insurance and Bonds, contemporaneously with this Agreement. AIA Document A201®–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified. ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document. AGREEMENT made as of the « » day of « » in the year « » (In words, indicate day, month and year.) BETWEEN the Owner: (Name, legal status, address and other information) « Union County, North Carolina »« » « 500 N. Main Street » « Monroe, NC 28112 » « » and the Contractor: (Name, legal status, address and other information) « »« » « » « » « » for the following Project: (Name, location and detailed description) «Union County Progress Building Backup Generator » «1407 Airport Road » «Monroe, NC 28110 » The Architect: (Name, legal status, address and other information) «Progressive Architecture Engineering, P.C. »« » «1801 North Graham Street » «Charlotte, NC 28206 » « » The Owner and Contractor agree as follows. 306 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 2 TABLE OF ARTICLES 1 THE CONTRACT DOCUMENTS 2 THE WORK OF THIS CONTRACT 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION 4 CONTRACT SUM 5 PAYMENTS 6 DISPUTE RESOLUTION 7 TERMINATION OR SUSPENSION 8 MISCELLANEOUS PROVISIONS 9 ENUMERATION OF CONTRACT DOCUMENTS EXHIBIT A INSURANCE AND BONDS ARTICLE 1 THE CONTRACT DOCUMENTS The Contract Documents consist of this Agreement, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in Article 9 of this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9. ARTICLE 2 THE WORK OF THIS CONTRACT The Contractor shall fully execute the Work described in the Contract Documents or reasonably inferable by the Contractor as necessary to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor at its sole cost, risk, and expense shall construct, equip, provide, purchase, pay for, and furnish all of the Work in accordance with the Contract Documents and governmental codes and regulations as they apply to performance of the Work. ARTICLE 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION § 3.1 The date of commencement of the Work shall be: (Check one of the following boxes.) [ « » ] The date of this Agreement. [ « X » ] A date set forth in a notice to proceed issued by the Owner. [ « » ] Established as follows: (Insert a date or a means to determine the date of commencement of the Work.) « » If a date of commencement of the Work is not selected, then the date of commencement shall be the date of this Agreement. § 3.2 The Contract Time shall be measured from the date of commencement of the Work. § 3.3 Substantial Completion 307 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 3 § 3.3.1 Subject to adjustments of the Contract Time as provided in the Contract Documents, the Contractor shall achieve Substantial Completion of the entire Work: (Check one of the following boxes and complete the necessary information.) [ « X » ] Not later than «One Hundred Ninety-Three » ( «193 » ) calendar days from the date of commencement of the Work. [ « » ] By the following date: « » § 3.3.2 Subject to adjustments of the Contract Time as provided in the Contract Documents, if portions of the Work are to be completed prior to Substantial Completion of the entire Work, the Contractor shall achieve Substantial Completion of such portions by the following dates: Portion of Work Substantial Completion Date § 3.3.3 If the Contractor fails to achieve Substantial Completion as provided in this Section 3.3, liquidated damages, if any, shall be assessed as set forth in Section 4.5. ARTICLE 4 CONTRACT SUM § 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be «Four Hundred eighty-one thousand, eight hundred dollars » ($ «481,800.00 » ), subject to additions and deductions as provided in the Contract Documents. § 4.2 Alternates § 4.2.1 Alternates, if any, included in the Contract Sum: Item Price § 4.2.2 Subject to the conditions noted below, the following alternates may be accepted by the Owner following execution of this Agreement. Upon acceptance, the Owner shall issue a Modification to this Agreement. (Insert below each alternate and the conditions that must be met for the Owner to accept the alternate.) Item Price Conditions for Acceptance § 4.3 Allowances, if any, included in the Contract Sum: (Identify each allowance.) Item Price § 4.4 Unit prices, if any: (Identify the item and state the unit price and quantity limitations, if any, to which the unit price will be applicable.) Item Units and Limitations Price per Unit ($0.00) Unit prices are considered complete and include (i) all materials, equipment, labor, delivery, installation, overhead, and profit; and (ii) any other costs or expenses in connection with, or incidental to, the performance of that portion of the Work to which such unit prices apply. § 4.5 Liquidated damages, if any: (Insert terms and conditions for liquidated damages, if any.) 308 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 4 § 4.5.1 The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed Work following expiration of the Contract Time and that the Owner has relied on the Contractor’s duty to achieve Substantial Completion of the Work within the Contract Time. The Contractor further acknowledges and agrees that if the Contractor fails to cause the Substantial Completion of any portion of the Work within the Contract Time, the Owner will sustain extensive damages and serious loss as a result of such failure. The exact amount of such damages will be extremely difficult to ascertain. Therefore, the Owner and the Contractor agree as set forth in this Section 4.5. § 4.5.2 If the Contractor fails to achieve Substantial Completion of the Work within the Contract Time, the Owner shall be entitled to retain or recover from the Contractor, as liquidated damages and not as a penalty, the amount of Five Hundred Dollars ($500.00) per day, commencing upon the first day following expiration of the Contract Time and continuing until the date that the Contractor achieves Substantial Completion of the entire Work. Such liquidated damages are hereby agreed to be a reasonable pre-estimate of damages the Owner will incur as a result of delayed completion of the Work. § 4.5.3 The Owner may deduct liquidated damages described in Subsection 4.5.2 from any unpaid amounts then or thereafter due the Contractor under the Contract Documents, as provided herein and otherwise in the Contract Documents. Any liquidated damages not so deducted from any unpaid amount due the Contractor shall be payable by the Contractor to the Owner together with interest from the date of the demand at the highest interest rate allowed by applicable law. § 4.5.4 Notwithstanding anything to the contrary in the Contract Documents, if the Owner is unable to recover any portion of liquidated damages in accordance with the terms and conditions of Section 4.5 because any portion of Section 4.5 is found to be unenforceable or invalid as a penalty or otherwise, then the Owner shall be entitled to recover from the Contractor all of the Owner’s actual damages in connection with any failure by the Contractor to achieve Substantial Completion of the Work within the Contract Time, including, without limitation, consequential damages. « » § 4.6 Other: (Insert provisions for bonus or other incentives, if any, that might result in a change to the Contract Sum.) « Notwithstanding anything herein to the contrary, the amount expended under this Contract shall not exceed the Contract Sum set forth in Section 4.1 without the execution of a Modification. » ARTICLE 5 PAYMENTS § 5.1 Progress Payments § 5.1.1 Based upon Applications for Payment submitted to the Architect by the Contractor and Certificates for Payment issued by the Architect, the Owner shall make progress payments on account of the Contract Sum to the Contractor as provided below and elsewhere in the Contract Documents. § 5.1.2 The period covered by each Application for Payment shall be one calendar month ending on the last day of the month, or as follows: « » § 5.1.3 Provided that an Application for Payment is received by the Architect not later than the « 5th » day of a month, the Owner shall make payment of the amount certified to the Contractor not later than the « 15th » day of the « following » month. If an Application for Payment is received by the Architect after the application date fixed above, payment of the amount certified shall be made by the Owner not later than « forty-five » ( « 45 » ) days after the Architect receives the Application for Payment. (Federal, state or local laws may require payment within a certain period of time.) § 5.1.4 Each Application for Payment shall be based on the most recent schedule of values submitted by the Contractor in accordance with the Contract Documents. The schedule of values shall allocate the entire Contract Sum among the various portions of the Work. The schedule of values shall be prepared in such form, and supported by such data to substantiate its accuracy, as the Architect may require. This schedule of values shall be used as a basis for reviewing the Contractor’s Applications for Payment. 309 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 5 § 5.1.5 Applications for Payment shall show the percentage of completion of each portion of the Work as of the end of the period covered by the Application for Payment. § 5.1.6 In accordance with AIA Document A201™–2017, General Conditions of the Contract for Construction, and subject to other provisions of the Contract Documents, the amount of each progress payment shall be computed as follows: § 5.1.6.1 The amount of each progress payment shall first include: .1 That portion of the Contract Sum properly allocable to completed Work; .2 That portion of the Contract Sum properly allocable to materials and equipment delivered and suitably stored at the site for subsequent incorporation in the completed construction, or, if approved in advance by the Owner, suitably stored off the site at a location agreed upon in writing; and .3 That portion of Construction Change Directives that the Architect determines, in the Architect’s professional judgment, to be reasonably justified. § 5.1.6.2 The amount of each progress payment shall then be reduced by: .1 The aggregate of any amounts previously paid by the Owner; .2 The amount, if any, for Work that remains uncorrected and for which the Architect has previously withheld a Certificate for Payment as provided in Article 9 of AIA Document A201–2017; .3 Any amount for which the Contractor does not intend to pay a Subcontractor or material supplier, unless the Work has been performed by others the Contractor intends to pay; .4 For Work performed or defects discovered since the last payment application, any amount for which the Architect may withhold payment, or nullify a Certificate of Payment in whole or in part, as provided in Article 9 of AIA Document A201–2017; and .5 Retainage withheld pursuant to Section 5.1.7. § 5.1.7 Retainage § 5.1.7.1 For each progress payment made prior to Substantial Completion of the Work, the Owner may withhold the following amount, as retainage, from the payment otherwise dueretainage as set forth in Section 5.1.7: (Insert a percentage or amount to be withheld as retainage from each Application for Payment. The amount of retainage may be limited by governing law.) « The Owner shall make progress payments on account of the Contract Price on the basis of the Contractor’s Applications for Payment as recommended by the Architect monthly. Until the Work is fifty percent (50%) completed, retainage will be five percent (5%) of any progress payment due to the Contractor. The Work shall be deemed fifty percent (50%) complete when the Contractor’s gross project invoices, excluding the value of materials stored off-site, equal or exceed fifty percent (50%) of the value of the Contract, except the value of materials stored on-site shall not exceed twenty percent (20%) of the Contractor’s gross project invoices for the purpose of determining whether the Work is fifty percent (50%) complete. » § 5.1.7.1.1 The following items are not subject to retainage: (Insert any items not subject to the withholding of retainage, such as general conditions, insurance, etc.) « » § 5.1.7.2 Reduction or limitation of retainage, if any, shall be as follows: (If the retainage established in Section 5.1.7.1 is to be modified prior to Substantial Completion of the entire Work, including modifications for Substantial Completion of portions of the Work as provided in Section 3.3.2, insert provisions for such modifications.) « When the Work is fifty percent (50%) complete, and if the Contractor continues to perform satisfactorily and any nonconforming Work identified and noticed prior to that time by the Architect or the Owner has been corrected by the Contractor and accepted by the Architect and the Owner, no further retainage shall be retained from progress payments due to the Contractor. However, following fifty percent (50%) completion of the Work, the Owner may withhold additional retainage from a subsequent progress payment, not to exceed five percent (5%) in order to allow the Owner to retain two and one-half percent (2.5%) total retainage through the completion of the Work. Subsequent to reducing retainage, the full retainage of payments authorized (up to five percent (5%) of each 310 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 6 subsequent progress payment application) may be reinstated if the Owner determines the Contractor’s performance is unsatisfactory. » § 5.1.7.3 Except as set forth in this Section 5.1.7.3, upon Substantial Completion of the Work, the Contractor may submit an Application for Payment that includes the retainage withheld from prior Applications for Payment pursuant to this Section 5.1.7. The Application for Payment submitted at Substantial Completion shall not include retainage as follows: (Insert any other conditions for release of retainage upon Substantial Completion.) « The Owner may retain sufficient funds to secure completion of the Work or correction of any of the Work. If the Owner retain such funds, the amount retained shall not exceed two and one-half (2 ½) times the estimated value of the Work remaining to be completed or corrected. » § 5.1.8 If final completion of the Work is materially delayed through no fault of the Contractor, the Owner shall pay the Contractor any additional amounts in accordance with Article 9 of AIA Document A201–2017. § 5.1.9 Except with the Owner’s prior approval, the Contractor shall not make advance payments to suppliers for materials or equipment which have not been delivered and stored at the site. § 5.1.10 Consent of the Surety shall be obtained before any retainage is paid by the Owner. Consent of the Surety, signed by an agent, must be accompanied by a certified copy of such agent’s authority to act for the Surety. § 5.2 Final Payment § 5.2.1 Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by the Owner to the Contractor when .1 the Contractor has fully performed the Contract except for the Contractor’s responsibility to correct Work as provided in Article 12 of AIA Document A201–2017, and to satisfy other requirements, if any, which extend beyond final payment; and .2 a final Certificate for Payment has been issued by the Architect. § 5.2.2 The Owner’s final payment to the Contractor shall be made no later than 30 45 days after the issuance of the Architect’s final Certificate for Payment, or as follows: « » § 5.3 Interest Payments due and unpaid under the Contract shall bear interest from the date payment is due at the rate stated below, or in the absence thereof, at the legal rate prevailing from time to time at the place where the Project is located. (Insert rate of interest agreed upon, if any.) « 12 » % « per annum, or the minimum rate allowed by applicable law, if less, for such time as interest may accrue and no more. » ARTICLE 6 DISPUTE RESOLUTION § 6.1 Initial Decision Maker The Architect will serve as the Initial Decision Maker pursuant to Article 15 of AIA Document A201–2017, unless the parties appoint below another individual, not a party to this Agreement, to serve as the Initial Decision Maker. (If the parties mutually agree, insert the name, address and other contact information of the Initial Decision Maker, if other than the Architect.) « » « » « » « » 311 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 7 § 6.2 Binding Dispute Resolution For any Claim subject to, but not resolved by, mediation pursuant to Article 15 of AIA Document A201–2017, the method of binding dispute resolution shall be as follows: (Check the appropriate box.) [ « » ] Arbitration pursuant to Section 15.4 of AIA Document A201–2017 [ « X » ] Litigation in a court of competent jurisdiction [ « » ] Other (Specify) « » If the Owner and Contractor do not select a method of binding dispute resolution, or do not subsequently agree in writing to a binding dispute resolution method other than litigation, Claims will be resolved by litigation in a court of competent jurisdiction. ARTICLE 7 TERMINATION OR SUSPENSION § 7.1 The Contract may be terminated by the Owner or the Contractor as provided in Article 14 of AIA Document A201–2017. § 7.1.1 If the Contract is terminated for the Owner’s convenience in accordance with Article 14 of AIA Document A201–2017, then the Owner shall pay the Contractor a termination fee as follows: (Insert the amount of, or method for determining, the fee, if any, payable to the Contractor following a termination for the Owner’s convenience.) « N/A (No termination fee) » § 7.2 The Work may be suspended by the Owner as provided in Article 14 of AIA Document A201–2017. ARTICLE 8 MISCELLANEOUS PROVISIONS § 8.1 Where reference is made in this Agreement to a provision of AIA Document A201–2017 or another Contract Document, the reference refers to that provision as amended or supplemented by other provisions of the Contract Documents. § 8.2 The Owner’s representative: (Name, address, email address, and other information) « Chris Boyd, Director » « Union County Facilities and Fleet Management » 1407 Airport Road « Monroe, NC 28110 » « » « » « » § 8.3 The Contractor’s representative: (Name, address, email address, and other information) « » « » « » « » « » « » § 8.4 Neither the Owner’s nor the Contractor’s representative shall be changed without ten days’ prior notice to the other party. 312 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 8 § 8.5 Insurance and Bonds § 8.5.1 The Owner and the Contractor shall purchase and maintain insurance as set forth in AIA Document A101™– 2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum, Exhibit A, Insurance and Bonds, and elsewhere in the Contract Documents. § 8.5.2 The Contractor shall provide bonds as set forth in AIA Document A101™–2017 Exhibit A, and elsewhere in the Contract Documents. § 8.6 Notice in electronic format, pursuant to Article 1 of AIA Document A201–2017, may be given in accordance with AIA Document E203™–2013, Building Information Modeling and Digital Data Exhibit, if completed, or as otherwise set forth below: (If other than in accordance with AIA Document E203–2013, insert requirements for delivering notice in electronic format such as name, title, and email address of the recipient and whether and how the system will be required to generate a read receipt for the transmission.) « » § 8.7 Other provisions: « The Contractor represents and warrants the following to the Owner (in addition to any other representations and warranties contained in the Contract Documents), as an inducement to the Owner to execute this Contract, which representations and warranties shall survive the execution and delivery of this Contract, any termination of this Contract, and the final completion of the Work: (i) that it and its Subcontractors are financially solvent, able to pay all debts as they mature, and possessed of sufficient working capital to complete the Work and perform all obligations hereunder; (ii) that it is able to furnish the plant, tools, materials, supplies, equipment, and labor required to complete the Work and perform its obligations hereunder; (iii) that it is authorized to do business in the State of North Carolina and properly licensed by all necessary governmental and public and quasi-public authorities having jurisdiction over it and over the Work and the Project, including, without limitation, a valid North Carolina general contractor’s license; (iv) that its execution of this Contract and its performance thereof is within its duly authorized powers; (v) that its duly authorized representatives has visited the site of the Project, familiarized himself with the local and special conditions under which the Work is to be performed, and correlated its observations with the requirements of the Contract Documents; and (vi) that it possesses a high level of experience and expertise in the business administration, construction, construction management, and superintendent of projects of the size, complexity, and nature of this Project, and it will perform the Work with the care, skill, and diligence of such a contractor. The foregoing warranties are in addition to, and not in lieu of, any and all other liability imposed upon the Contractor by law with respect to the Contractor’s duties, obligations, and performance hereunder. The Contractor acknowledges that the Owner is relying upon the Contractor’s skill and experience in connection with the Work called for hereunder. » ARTICLE 9 ENUMERATION OF CONTRACT DOCUMENTS § 9.1 This Agreement is comprised of the following documents: .1 AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor .2 AIA Document A101™–2017, Exhibit A, Insurance and Bonds .3 AIA Document A201™–2017, General Conditions of the Contract for Construction .4 AIA Document E203™–2013, Building Information Modeling and Digital Data Exhibit, dated as indicated below: (Insert the date of the E203-2013 incorporated into this Agreement.) « » 313 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 9 .5 Drawings Number Title Date TD001 S101 E001 EP101 E501 E601 P101 Title Sheet Overall Site Plan Electrical Notes and Abbreviations Overall Electrical Plan Electrical One-Line Diagrams Electrical Panel Schedules Overall Plumbing Plan 08-20-2025 08-20-2025 08-20-2025 08-20-2025 10-03-2025 08-20-2025 08-20-2025 .6 Specifications Section Title Date Pages 01 10 00 01 23 00 01 26 00 01 29 00 01 31 00 01 32 00 01 33 00 01 40 00 01 42 00 01 50 00 01 60 00 01 73 00 01 73 29 01 74 19 01 77 00 01 78 23 01 78 39 01 79 00 02 41 13 23 05 53 23 11 23 26 05 05 26 05 19 26 05 26 26 05 29 26 05 33.13 26 05 33.16 26 05 53 26 05 73 26 05 83 26 08 01 26 24 16 26 27 26 26 32 13 26 36 00 26 43 00 26 56 00 31 10 00 31 20 00 31 25 00 32 12 16 32 17 00 32 92 00 32 93 00 Summary Alternates Contract Modifications Payment Procedures Project Management and Coordination Construction Progress Documentation Submittal Procedures Quality Requirements References Temporary Facilities and Controls Product Requirements Execution Cutting and Patching Construction Waste Management Closeout Procedures Operation and Maintenance Data Record Documents Demonstration and Training Selective Site Demo Identification For HVAC Piping and Equipment Facility Natural-Gas Piping Selective Demolition For Electrical Low-Voltage Electrical Power Conductors and Cables Grounding and Bonding For Electrical Systems Hangers and Supports For Electrical Systems Conduit For Electrical Systems Boxes For Electrical Systems Identification For Electrical Systems Power System Studies Wiring Connections Electrical Inspection, Testing and Start-Up Panelboards Wiring Devices Engine Generators Transfer Switches Surge Protective Devices Exterior Lighting Site Clearing Earthwork Erosion Control Asphalt Pavement Pavement Markings, Signs and Specialties Lawns and Grasses Exterior Plants 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 08-20-2025 03 01 02 03 05 03 08 06 03 05 06 05 03 04 04 05 03 02 04 02 06 03 08 06 05 05 06 05 06 02 08 05 05 10 07 05 05 03 11 05 05 03 06 08 314 AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:34:48 ET on 08/05/2021 under Order No.1289669003 which expires on 07/07/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1463044461) 10 33 10 00 33 41 00 Exterior Water Systems Storm Drainage 08-20-2025 08-20-2025 16 05 .7 Addenda, if any: Number Date Pages Addenda 01 10.08.2025 8 Pages Portions of Addenda relating to bidding or proposal requirements are not part of the Contract Documents unless the bidding or proposal requirements are also enumerated in this Article 9. .8 Other Exhibits: (Check all boxes that apply and include appropriate information identifying the exhibit where required.) [ « » ] AIA Document E204™–2017, Sustainable Projects Exhibit, dated as indicated below: (Insert the date of the E204-2017 incorporated into this Agreement.) « » [ « » ] The Sustainability Plan: Title Date Pages [ « » ] Supplementary and other Conditions of the Contract: Document Title Date Pages .9 Other documents, if any, listed below: (List here any additional documents that are intended to form part of the Contract Documents. AIA Document A201™–2017 provides that the advertisement or invitation to bid, Instructions to Bidders, sample forms, the Contractor’s bid or proposal, portions of Addenda relating to bidding or proposal requirements, and other information furnished by the Owner in anticipation of receiving bids or proposals, are not part of the Contract Documents unless enumerated in this Agreement. Any such documents should be listed here only if intended to be part of the Contract Documents.) « Performance Bond Payment Bond Notice to Proceed Minority Participation Forms (Guidelines for Recruitment and Selection of Minority Businesses for Participation in Union County Construction Contracts, pages 1-13; Identification of HUB Certified/Minority Business Participation Form; Affidavits A-D, if required by the terms thereof; and Appendix E, MBE Documentation for Contract Payments » This Agreement entered into as of the day and year first written above. OWNER (Signature) CONTRACTOR (Signature) « »« » « »« » (Printed name and title) (Printed name and title) 315 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF THE UNION COUNTY PROGRESS BUILDING BACKUP GENERATOR PROJECT 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 UNION COUNTY PROGRESS BUILDING BACKUP GENERATOR 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 UNION COUNTY PROGRESS BUILDING BACKUP GENERATOR PROJECT on property located at 1407 Airport Rd, Monroe, NC after the award of the construction contract for the project. 2. This resolution and notice is adopted in accordance with the construction notice requirements of G.S. § 153A-457. Adopted this the 17th day of November 2025. Attest: Lynn West, Clerk to the Board Melissa Merrell, Chairman Union County Board of Commissioners 316 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-702 Agenda Date:11/17/2025 TITLE:..title Tax Bill Correction Report for October 2025 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for October 2025. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County Commissioners is authorized to make and approve certain changes to property tax records. Approval of such changes may result in either a release, refund, or discovery of ad valorem taxes. The attached report provides detailed information on all tax bills that were modified. Included in the report for each correction is the parcel number or property key, owner name, reason for the change, original value, original tax, corrected value, corrected tax, and refund, if applicable. FINANCIAL IMPACT: October Refund amount = $21,093.01 Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™317 Union CountyCorrection Listing ReportPage 1 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal35.641,116.351,080.7106054620 RE 2025 10/16/2025 224,400 231,800 7,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,080.71 1,116.35 35.642025001212RODRIGUEZ, DIANAPublic Notes:2,314.154,628.292,314.1406099333 RE 2025 10/23/2025 463,200 926,400 463,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,314.14 4,628.29 2,314.152025001439SABLICH, ROBERT& SABLICH, SARAHPublic Notes:115.29762.04646.7507114029A RE 2025 10/20/2025 134,627 158,627 24,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL646.75 762.04 115.292025001264SIKES, CATHERINE LORRAINEPublic Notes:140.272,987.852,847.5807135022C RE 2025 10/22/2025 592,751 621,951 29,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,847.58 2,987.85 140.272025001427MOORE, SANDRA JARRELLPublic Notes:351.87833.82481.9507147114 RE 2025 10/16/2025 74,100 128,200 54,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL481.95 833.82 351.872025001215BAILEY, SUSANA EPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated318 Union CountyCorrection Listing ReportPage 2 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal119.191,630.171,510.9809405004D RE 2025 10/22/2025 313,740 338,490 24,7500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL1,510.98 1,630.17 119.192025001429RODDEN, MICHAEL C& RODDEN, MARGARET RUTHPublic Notes:Tax 8,882.11 11,958.52 3,076.41Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.001,802,818 2,405,468 602,650Tax TTL 8,882.11 11,958.52 3,076.41 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated319 Union CountyCorrection Listing ReportPage 3 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Exclusion Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(158.60)2,308.052,466.6502006007 RE 2025 10/27/2025 492,150 460,505 (31,645)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,466.65 2,308.05 (158.60)2025001458DOUGLAS, ERNEST CALVIN& DOUGLAS, AMANDA LYNNPublic Notes:Tax 2,466.65 2,308.05 (158.60)Totals for Type Exclusion Change - Release : ValueLL 0.00 0.00 0.00492,150 460,505 (31,645)Tax TTL 2,466.65 2,308.05 (158.60) 0.00INT 0.00 0.00 0.00Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal57.48118.6561.1701057002 RE 2025 10/17/2025 12,100 23,470 11,3700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL61.17 118.65 57.482025001235COLEY, LISA V& COLEY, TIMOTHY LEEPublic Notes:28.98106.6077.6201057002 RE 2024 10/17/2025 12,000 16,480 4,4800.000.00 0.00ValueLLTaxINT2.540.00 2.540.00PUV ROLLBACKTax TTL77.62 109.14 31.522025001235COLEY, LISA V& COLEY, TIMOTHY LEEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated320 Union CountyCorrection Listing ReportPage 4 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal28.06103.2375.1701057002 RE 2023 10/17/2025 12,000 16,480 4,4800.000.00 0.00ValueLLTaxINT4.980.00 4.980.00PUV ROLLBACKTax TTL75.17 108.21 33.042025001235COLEY, LISA V& COLEY, TIMOTHY LEEPublic Notes:28.06103.2375.1701057002 RE 2022 10/17/2025 12,000 16,480 4,4800.000.00 0.00ValueLLTaxINT7.500.00 7.500.00PUV ROLLBACKTax TTL75.17 110.73 35.562025001235COLEY, LISA V& COLEY, TIMOTHY LEEPublic Notes:4,956.436,943.551,987.1201126008 RE 2025 10/13/2025 393,100 1,373,600 980,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,987.12 6,943.55 4,956.432025001085MULKEY, BARBARA H& DAVIS, MISCHA HPublic Notes:2,408.044,709.352,301.3101126008 RE 2024 10/13/2025 355,800 728,100 372,3000.000.00 0.00ValueLLTaxINT210.700.00 210.700.00PUV ROLLBACKTax TTL2,301.31 4,920.05 2,618.742025001085MULKEY, BARBARA H& DAVIS, MISCHA HPublic Notes:2,332.094,560.822,228.7301126008 RE 2023 10/13/2025 355,800 728,100 372,3000.000.00 0.00ValueLLTaxINT413.940.00 413.940.00PUV ROLLBACKTax TTL2,228.73 4,974.76 2,746.032025001085MULKEY, BARBARA H& DAVIS, MISCHA HPublic Notes:2,332.094,560.822,228.7301126008 RE 2022 10/13/2025 355,800 728,100 372,3000.000.00 0.00ValueLLTaxINT623.830.00 623.830.00PUV ROLLBACKTax TTL2,228.73 5,184.65 2,955.922025001085MULKEY, BARBARA H& DAVIS, MISCHA HPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated321 Union CountyCorrection Listing ReportPage 5 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal82.26226.38144.1204312004 RE 2025 10/3/2025 30,100 47,280 17,1800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL144.12 226.38 82.262025000977HINSON, CRYSTAL ANN FINCHEPublic Notes:61.01261.41200.4004312004 RE 2024 10/3/2025 31,400 40,960 9,5600.000.00 0.00ValueLLTaxINT5.340.00 5.340.00PUV ROLLBACKTax TTL200.40 266.75 66.352025000977HINSON, CRYSTAL ANN FINCHEPublic Notes:60.03257.19197.1604312004 RE 2023 10/3/2025 31,400 40,960 9,5600.000.00 0.00ValueLLTaxINT10.650.00 10.650.00PUV ROLLBACKTax TTL197.16 267.84 70.682025000977HINSON, CRYSTAL ANN FINCHEPublic Notes:60.03257.19197.1604312004 RE 2022 10/3/2025 31,400 40,960 9,5600.000.00 0.00ValueLLTaxINT16.060.00 16.060.00PUV ROLLBACKTax TTL197.16 273.25 76.092025000977HINSON, CRYSTAL ANN FINCHEPublic Notes:228.201,766.301,538.1005072005C RE 2025 10/16/2025 321,240 368,900 47,6600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,538.10 1,766.30 228.202025001165IVEY, MITCHELLPublic Notes:108.05865.40757.3505072005C RE 2024 10/16/2025 118,670 135,600 16,9300.000.00 0.00ValueLLTaxINT9.450.00 9.450.00PUV ROLLBACKTax TTL757.35 874.85 117.502025001165IVEY, MITCHELLPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated322 Union CountyCorrection Listing ReportPage 6 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal106.30851.43745.1305072005C RE 2023 10/16/2025 118,670 135,600 16,9300.000.00 0.00ValueLLTaxINT18.870.00 18.870.00PUV ROLLBACKTax TTL745.13 870.30 125.172025001165IVEY, MITCHELLPublic Notes:106.30851.43745.1305072005C RE 2022 10/16/2025 118,670 135,600 16,9300.000.00 0.00ValueLLTaxINT28.440.00 28.440.00PUV ROLLBACKTax TTL745.13 879.87 134.742025001165IVEY, MITCHELLPublic Notes:33.174,266.564,233.3906105022A RE 2025 10/13/2025 869,100 875,910 6,8100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL4,233.39 4,266.56 33.172025001077GRIFFIN, DAVID JETER& GRIFFIN, MARLENEPublic Notes:19.973,394.813,374.8406105022A RE 2024 10/13/2025 523,800 526,900 3,1000.000.00 0.00ValueLLTaxINT1.750.00 1.750.00PUV ROLLBACKTax TTL3,374.84 3,396.56 21.722025001077GRIFFIN, DAVID JETER& GRIFFIN, MARLENEPublic Notes:19.793,363.733,343.9406105022A RE 2023 10/13/2025 523,800 526,900 3,1000.000.00 0.00ValueLLTaxINT3.520.00 3.520.00PUV ROLLBACKTax TTL3,343.94 3,367.25 23.312025001077GRIFFIN, DAVID JETER& GRIFFIN, MARLENEPublic Notes:19.793,363.733,343.9406105022A RE 2022 10/13/2025 523,800 526,900 3,1000.000.00 0.00ValueLLTaxINT5.300.00 5.300.00PUV ROLLBACKTax TTL3,343.94 3,369.03 25.092025001077GRIFFIN, DAVID JETER& GRIFFIN, MARLENEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated323 Union CountyCorrection Listing ReportPage 7 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal531.16682.02150.8608096005C RE 2025 10/10/2025 30,900 139,700 108,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL150.86 682.02 531.162025001072HINSON, COLENE RPublic Notes:324.57424.2499.6708096005C RE 2024 10/10/2025 15,200 64,700 49,5000.000.00 0.00ValueLLTaxINT28.400.00 28.400.00PUV ROLLBACKTax TTL99.67 452.64 352.972025001072HINSON, COLENE RPublic Notes:321.45420.1698.7108096005C RE 2023 10/10/2025 15,200 64,700 49,5000.000.00 0.00ValueLLTaxINT57.060.00 57.060.00PUV ROLLBACKTax TTL98.71 477.22 378.512025001072HINSON, COLENE RPublic Notes:55.191,547.271,492.0808204004 RE 2025 10/1/2025 293,600 304,460 10,8600.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,492.08 1,547.27 55.192025000947PRICE, MATTHEW WAYNE& BROOKS, WILLIAM STANLEYPublic Notes:22.911,433.781,410.8708204004 RE 2024 10/1/2025 208,800 212,190 3,3900.000.00 0.00ValueLLTaxINT2.010.00 2.010.00PUV ROLLBACKTax TTL1,410.87 1,435.79 24.922025000947PRICE, MATTHEW WAYNE& BROOKS, WILLIAM STANLEYPublic Notes:22.691,374.871,352.1808204004 RE 2023 10/1/2025 202,000 205,390 3,3900.000.00 0.00ValueLLTaxINT4.020.00 4.020.00PUV ROLLBACKTax TTL1,352.18 1,378.89 26.712025000947PRICE, MATTHEW WAYNE& BROOKS, WILLIAM STANLEYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated324 Union CountyCorrection Listing ReportPage 8 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal22.691,374.871,352.1808204004 RE 2022 10/1/2025 202,000 205,390 3,3900.000.00 0.00ValueLLTaxINT6.070.00 6.070.00PUV ROLLBACKTax TTL1,352.18 1,380.94 28.762025000947PRICE, MATTHEW WAYNE& BROOKS, WILLIAM STANLEYPublic Notes:3,347.275,549.342,202.0708234027 RE 2022 10/15/2025 328,960 829,000 500,0400.000.00 0.00ValueLLTaxINT895.400.00 895.400.00PUV ROLLBACKTax TTL2,202.07 6,444.74 4,242.672025001095ROBINSON, DANAE DRIVER& BEARD, WILLIAM BRADLEYPublic Notes:6,421.628,040.741,619.1208234027A RE 2025 10/15/2025 318,600 1,582,200 1,263,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,619.12 8,040.74 6,421.622025001094TRULL, JANETTE H TRUSTEE& TRULL, OLIN C TRUSTEEPublic Notes:3,475.194,558.271,083.0808234027A RE 2024 10/15/2025 160,290 674,600 514,3100.000.00 0.00ValueLLTaxINT304.080.00 304.080.00PUV ROLLBACKTax TTL1,083.08 4,862.35 3,779.272025001094TRULL, JANETTE H TRUSTEE& TRULL, OLIN C TRUSTEEPublic Notes:3,442.794,515.771,072.9808234027A RE 2023 10/15/2025 160,290 674,600 514,3100.000.00 0.00ValueLLTaxINT611.100.00 611.100.00PUV ROLLBACKTax TTL1,072.98 5,126.87 4,053.892025001094TRULL, JANETTE H TRUSTEE& TRULL, OLIN C TRUSTEEPublic Notes:264.801,342.381,077.5808279009 RE 2025 10/10/2025 211,000 262,850 51,8500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,077.58 1,342.38 264.802025001073SOMERS, MELANIE APublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated325 Union CountyCorrection Listing ReportPage 9 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal178.161,368.091,189.9308279009 RE 2024 10/10/2025 178,000 204,650 26,6500.000.00 0.00ValueLLTaxINT15.590.00 15.590.00PUV ROLLBACKTax TTL1,189.93 1,383.68 193.752025001073SOMERS, MELANIE APublic Notes:175.441,347.221,171.7808279009 RE 2023 10/10/2025 178,000 204,650 26,6500.000.00 0.00ValueLLTaxINT31.140.00 31.140.00PUV ROLLBACKTax TTL1,171.78 1,378.36 206.582025001073SOMERS, MELANIE APublic Notes:175.441,347.221,171.7808279009 RE 2022 10/10/2025 178,000 204,650 26,6500.000.00 0.00ValueLLTaxINT46.930.00 46.930.00PUV ROLLBACKTax TTL1,171.78 1,394.15 222.372025001073SOMERS, MELANIE APublic Notes:Tax 44,400.55 76,258.05 31,857.50Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.007,431,490 12,867,010 5,435,520Tax TTL 44,400.55 79,622.72 35,222.17 0.00INT 0.00 3,364.67 3,364.67JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated326 Union CountyCorrection Listing ReportPage 10 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00410367 PP 2025 10/6/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025001004GREEN FROG WATERPROOFING LPublic Notes:0.000.000.00410445 PP 2025 10/2/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025000968GS MINT/ A&D COINSPublic Notes:0.000.000.00578249 PP 2025 10/2/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025000956ROBERTO RUIZ HEATING & AIRPublic Notes:0.000.000.00578249 PP 2024 10/2/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025000956ROBERTO RUIZ HEATING & AIRPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated327 Union CountyCorrection Listing ReportPage 11 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00659079 PP 2025 10/20/2025 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 0.00 0.002025001308LOPOL FOODS INCPublic Notes:Tax 0.00 0.00 0.00Totals for Type Tax Type Change - Discovery : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal313.752,466.652,152.9002006007 RE 2025 10/27/2025 429,550 492,150 62,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,152.90 2,466.65 313.752025001457DOUGLAS, ERNEST CALVIN& DOUGLAS, AMANDA LYNNPublic Notes:915.941,826.62910.6805045002C RE 2025 10/23/2025 190,200 381,500 191,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL910.68 1,826.62 915.942025001437OXBO LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated328 Union CountyCorrection Listing ReportPage 12 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal352.173,920.183,568.0106024082 RE 2025 10/23/2025 732,500 804,800 72,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,568.01 3,920.18 352.172025001433BAILEY, LORI FRENCHPublic Notes:167.362,882.192,714.8306099051 RE 2025 10/23/2025 543,400 576,900 33,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,714.83 2,882.19 167.362025001435KEELEY & COMPANY LLCPublic Notes:259.796,821.546,561.7506099376 RE 2025 10/7/2025 1,313,400 1,365,400 52,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,561.75 6,821.54 259.792025001030PINGEL, PAULA P& PINGEL, JANPublic Notes:184.365,187.355,002.9906120315 RE 2025 10/23/2025 1,001,400 1,038,300 36,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,002.99 5,187.35 184.362025001434NACHIMUTHU, VIJAYAKUMARPublic Notes:1,831.002,375.07544.0706135478 RE 2025 10/15/2025 113,300 494,600 381,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL544.07 2,375.07 1,831.002025001134WEEKLEY HOMES LLCPublic Notes:1,562.708,663.097,100.3906189093A RE 2025 10/23/2025 1,363,100 1,663,100 300,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,100.39 8,663.09 1,562.702025001436BROWN, CHRISTOPHER JOEL TR& BROWN, ELIZABETH WHITLOPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated329 Union CountyCorrection Listing ReportPage 13 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal550.75577.8527.1007027750 RE 2025 10/14/2025 3,100 66,100 63,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL27.10 577.85 550.752025001088M/I HOMES OF CHARLOTTE LLCPublic Notes:548.57579.6231.0507042598 RE 2025 10/13/2025 4,800 89,600 84,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL31.05 579.62 548.572025001084TAYLOR MORRISON OF CAROLINPublic Notes:1,093.131,817.32724.1908093001A RE 2025 10/6/2025 142,500 357,600 215,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL724.19 1,817.32 1,093.132025001023KIKER, JAMES DOUGLAS& KIKER, TERRY RPublic Notes:2,886.612,909.3422.7308300358 RE 2025 10/20/2025 2,600 332,800 330,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL22.73 2,909.34 2,886.612025001262PULTE HOME COMPANY LLCPublic Notes:2,922.452,953.9231.4708300371 RE 2025 10/14/2025 3,600 337,900 334,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL31.47 2,953.92 2,922.452025001091PULTE HOME COMPANY LLCPublic Notes:1,448.541,759.76311.2209339002A RE 2025 10/23/2025 35,600 201,300 165,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL311.22 1,759.76 1,448.542025001438MILLS, JOHN MICHAEL& BIVENS, ARNOLD LEEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated330 Union CountyCorrection Listing ReportPage 14 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal87.1399.6712.542785070 PP 2025 10/6/2025 2,510 19,950 17,4408.721.25 9.97ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL13.79 109.64 95.852025001012ALL THINGS HOME LLCPublic Notes:1.9449.3047.36323082 PP 2025 10/16/2025 7,321 7,621 3000.190.00 0.19ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL47.36 49.49 2.132025001216CRENSHAW, ROBERT JASONPublic Notes:2.4765.9963.52323082 PP 2024 10/16/2025 7,707 8,007 3000.490.00 0.49ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL63.52 66.48 2.962025001216CRENSHAW, ROBERT JASONPublic Notes:2.4646.9344.47323082 PP 2023 10/16/2025 5,443 5,743 3000.744.45 5.19ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL48.92 52.12 3.202025001216CRENSHAW, ROBERT JASONPublic Notes:43.3150.907.59323082 PP 2022 10/16/2025 929 6,229 5,3000.980.00 0.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL7.59 51.88 44.292025001216CRENSHAW, ROBERT JASONPublic Notes:2.4510.447.99323082 PP 2021 10/16/2025 978 1,278 3001.230.00 1.23ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL7.99 11.67 3.682025001216CRENSHAW, ROBERT JASONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated331 Union CountyCorrection Listing ReportPage 15 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal13.0414.561.52341328 PP 2025 10/21/2025 315 3,023 2,7081.300.00 1.30ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1.52 15.86 14.342025001347HATEM, MICHAEL TYLERPublic Notes:168.955,242.395,073.44406899 PP 2024 10/20/2025 465,240 480,733 15,49333.790.00 33.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,073.44 5,276.18 202.742025001265ACHEM INDUSTRY AMERICA INCPublic Notes:147.905,292.505,144.60406899 PP 2023 10/20/2025 471,765 485,328 13,56344.37514.46 558.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,659.06 5,851.33 192.272025001265ACHEM INDUSTRY AMERICA INCPublic Notes:155.895,260.725,104.83406899 PP 2022 10/20/2025 468,118 482,414 14,29662.37510.48 572.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,615.31 5,833.57 218.262025001265ACHEM INDUSTRY AMERICA INCPublic Notes:98.385,275.085,176.70406899 PP 2021 10/20/2025 474,709 483,730 9,02149.190.00 49.19ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,176.70 5,324.27 147.572025001265ACHEM INDUSTRY AMERICA INCPublic Notes:121.256,332.586,211.33406899 PP 2020 10/20/2025 461,055 470,055 9,00072.750.00 72.75ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,211.33 6,405.33 194.002025001265ACHEM INDUSTRY AMERICA INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated332 Union CountyCorrection Listing ReportPage 16 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal29.729,648.529,618.80406963 PP 2025 10/10/2025 1,100,297 1,103,697 3,4002.970.00 2.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,618.80 9,651.49 32.692025001075AEROWOOD AVIATION LLCPublic Notes:41.9812,024.5411,982.56406963 PP 2024 10/10/2025 1,098,813 1,102,663 3,8508.400.00 8.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL11,982.56 12,032.94 50.382025001074AEROWOOD AVIATION LLCPublic Notes:98.1512,300.9212,202.77406963 PP 2023 10/10/2025 1,119,007 1,128,007 9,00029.450.00 29.45ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,202.77 12,330.37 127.602025001074AEROWOOD AVIATION LLCPublic Notes:5,017.8313,216.608,198.77406963 PP 2021 10/10/2025 751,836 1,211,976 460,1402,508.93819.88 3,328.81ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,018.65 16,545.41 7,526.762025001074AEROWOOD AVIATION LLCPublic Notes:6,475.1814,914.078,438.89406963 PP 2020 10/10/2025 626,402 1,107,042 480,6403,885.12843.89 4,729.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL9,282.78 19,643.08 10,360.302025001074AEROWOOD AVIATION LLCPublic Notes:437.972,586.882,148.91407240 PP 2025 10/15/2025 328,680 395,669 66,98943.800.00 43.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,148.91 2,630.68 481.772025001118AS INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated333 Union CountyCorrection Listing ReportPage 17 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal619.573,752.863,133.29407240 PP 2024 10/15/2025 374,437 448,477 74,040123.91313.33 437.24ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,446.62 4,190.10 743.482025001116AS INCPublic Notes:28.283,000.372,972.09407298 PP 2025 10/17/2025 587,951 593,545 5,5942.830.00 2.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,972.09 3,003.20 31.112025001236AUSTIN CONSTRUCTION INCPublic Notes:397.744,758.374,360.63407298 PP 2024 10/7/2025 674,185 735,678 61,49379.550.00 79.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,360.63 4,837.92 477.292025001042AUSTIN CONSTRUCTION INCPublic Notes:465.693,234.572,768.88407298 PP 2023 10/7/2025 442,031 516,374 74,343139.710.00 139.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,768.88 3,374.28 605.402025001042AUSTIN CONSTRUCTION INCPublic Notes:479.902,765.682,285.78407298 PP 2022 10/7/2025 364,907 441,519 76,612191.95228.58 420.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,514.36 3,186.21 671.852025001042AUSTIN CONSTRUCTION INCPublic Notes:206.752,385.972,179.22407298 PP 2021 10/7/2025 347,230 380,174 32,944103.380.00 103.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,179.22 2,489.35 310.132025001042AUSTIN CONSTRUCTION INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated334 Union CountyCorrection Listing ReportPage 18 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal278.553,204.682,926.13407298 PP 2020 10/7/2025 371,431 406,788 35,357167.13292.61 459.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,218.74 3,664.42 445.682025001042AUSTIN CONSTRUCTION INCPublic Notes:207.833,120.742,912.91407346 PP 2024 10/1/2025 445,536 477,324 31,78841.570.00 41.57ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,912.91 3,162.31 249.402025000948AUTUMN CORPORATIONPublic Notes:204.273,047.452,843.18407346 PP 2023 10/1/2025 442,449 474,237 31,78861.280.00 61.28ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,843.18 3,108.73 265.552025000948AUTUMN CORPORATIONPublic Notes:204.273,085.992,881.72407346 PP 2022 10/1/2025 448,447 480,235 31,78881.710.00 81.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,881.72 3,167.70 285.982025000948AUTUMN CORPORATIONPublic Notes:204.972,956.132,751.16407346 PP 2021 10/1/2025 426,669 458,457 31,788102.490.00 102.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,751.16 3,058.62 307.462025000948AUTUMN CORPORATIONPublic Notes:67.702,552.272,484.57407464 PP 2025 10/27/2025 284,211 291,955 7,7446.770.00 6.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,484.57 2,559.04 74.472025001451BANK OF AMERICA NAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated335 Union CountyCorrection Listing ReportPage 19 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal109.622,589.652,480.03407464 PP 2024 10/8/2025 227,421 237,474 10,05321.930.00 21.93ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,480.03 2,611.58 131.552025001048BANK OF AMERICA NAPublic Notes:122.172,776.512,654.34407464 PP 2023 10/8/2025 243,406 254,609 11,20336.650.00 36.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,654.34 2,813.16 158.822025001048BANK OF AMERICA NAPublic Notes:165.102,861.222,696.12407464 PP 2022 10/8/2025 247,237 262,377 15,14066.040.00 66.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,696.12 2,927.26 231.142025001048BANK OF AMERICA NAPublic Notes:179.442,436.252,256.81407464 PP 2021 10/8/2025 206,952 223,407 16,45589.720.00 89.72ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,256.81 2,525.97 269.162025001048BANK OF AMERICA NAPublic Notes:235.253,349.753,114.50407464 PP 2020 10/8/2025 231,183 248,645 17,462141.150.00 141.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,114.50 3,490.90 376.402025001048BANK OF AMERICA NAPublic Notes:18.751,465.151,446.40407465 PP 2024 10/8/2025 132,636 134,356 1,7203.750.00 3.75ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,446.40 1,468.90 22.502025001047BANK OF AMERICA NAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated336 Union CountyCorrection Listing ReportPage 20 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal18.631,553.021,534.39407465 PP 2023 10/8/2025 140,705 142,414 1,7095.590.00 5.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,534.39 1,558.61 24.222025001047BANK OF AMERICA NAPublic Notes:18.501,707.401,688.90407465 PP 2022 10/8/2025 154,874 156,570 1,6967.400.00 7.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,688.90 1,714.80 25.902025001047BANK OF AMERICA NAPublic Notes:19.751,919.001,899.25407465 PP 2021 10/8/2025 174,163 175,974 1,8119.880.00 9.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,899.25 1,928.88 29.632025001047BANK OF AMERICA NAPublic Notes:24.672,565.502,540.83407465 PP 2020 10/8/2025 188,601 190,432 1,83114.800.00 14.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,540.83 2,580.30 39.472025001047BANK OF AMERICA NAPublic Notes:195.942,224.722,028.78407466 PP 2024 10/8/2025 314,881 345,292 30,41139.190.00 39.19ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,028.78 2,263.91 235.132025001049BANK OF AMERICA NAPublic Notes:198.182,455.402,257.22407466 PP 2023 10/8/2025 353,575 384,618 31,04359.450.00 59.45ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,257.22 2,514.85 257.632025001049BANK OF AMERICA NAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated337 Union CountyCorrection Listing ReportPage 21 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal397.122,685.082,287.96407466 PP 2022 10/8/2025 358,390 420,596 62,206158.850.00 158.85ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,287.96 2,843.93 555.972025001049BANK OF AMERICA NAPublic Notes:429.292,829.452,400.16407466 PP 2021 10/8/2025 376,791 444,183 67,392214.650.00 214.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,400.16 3,044.10 643.942025001049BANK OF AMERICA NAPublic Notes:310.573,770.453,459.88407466 PP 2020 10/8/2025 439,852 479,335 39,483186.340.00 186.34ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,459.88 3,956.79 496.912025001049BANK OF AMERICA NAPublic Notes:24,124.15113,809.7989,685.64407772 PP 2022 10/15/2025 8,224,268 10,436,478 2,212,2109,649.668,968.56 18,618.22ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL98,654.20 132,428.01 33,773.812025001146BONAKEMI USA INCPublic Notes:7,229.7676,562.7669,333.00407772 PP 2021 10/15/2025 6,357,909 7,020,886 662,9773,614.880.00 3,614.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL69,333.00 80,177.64 10,844.642025001146BONAKEMI USA INCPublic Notes:1,445.875,727.564,281.69407990 PP 2025 10/1/2025 847,020 1,133,049 286,029144.61428.17 572.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,709.86 6,300.34 1,590.482025000952CD PHILEMON GRADING & TRUCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated338 Union CountyCorrection Listing ReportPage 22 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,590.4323,249.7221,659.29407990 PP 2024 10/1/2025 3,348,684 3,594,577 245,893318.090.00 318.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL21,659.29 23,567.81 1,908.522025000951CD PHILEMON GRADING & TRUCPublic Notes:778.35989.57211.22408010 PP 2024 10/1/2025 31,926 149,572 117,646155.6721.12 176.79ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL232.34 1,166.36 934.022025000950CABRERA, MARKPublic Notes:856.721,089.18232.46408010 PP 2023 10/1/2025 35,484 166,261 130,777257.0123.25 280.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL255.71 1,369.44 1,113.732025000950CABRERA, MARKPublic Notes:871.171,115.33244.16408010 PP 2022 10/1/2025 37,270 170,253 132,983348.4724.42 372.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL268.58 1,488.22 1,219.642025000950CABRERA, MARKPublic Notes:129.40370.62241.22408010 PP 2021 10/1/2025 36,975 56,808 19,83364.6924.12 88.81ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL265.34 459.43 194.092025000950CABRERA, MARKPublic Notes:123.79444.01320.22408033 PP 2025 10/2/2025 66,491 92,194 25,70312.380.00 12.38ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL320.22 456.39 136.172025000973CAMELLIA GARDENS VENUE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated339 Union CountyCorrection Listing ReportPage 23 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal145.57727.82582.25408228 PP 2024 10/6/2025 86,452 108,065 21,61329.1158.23 87.34ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL640.48 815.16 174.682025001025CAROLINA PLUMBING SERVICEPublic Notes:148.71743.52594.81408228 PP 2023 10/6/2025 90,811 113,514 22,70344.6159.48 104.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL654.29 847.61 193.322025001025CAROLINA PLUMBING SERVICEPublic Notes:156.05780.26624.21408228 PP 2022 10/6/2025 95,299 119,124 23,82562.420.00 62.42ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL624.21 842.68 218.472025001025CAROLINA PLUMBING SERVICEPublic Notes:163.25816.27653.02408228 PP 2021 10/6/2025 99,804 124,755 24,95181.6465.30 146.94ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL718.32 963.21 244.892025001025CAROLINA PLUMBING SERVICEPublic Notes:210.361,051.79841.43408228 PP 2020 10/6/2025 103,548 129,435 25,887126.2184.14 210.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL925.57 1,262.14 336.572025001025CAROLINA PLUMBING SERVICEPublic Notes:176.821,955.721,778.90408658 PP 2025 10/13/2025 272,087 299,131 27,04417.69177.89 195.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,956.79 2,151.30 194.512025001087COCHRANE STEELPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated340 Union CountyCorrection Listing ReportPage 24 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal465.313,023.352,558.04408658 PP 2024 10/13/2025 305,693 361,299 55,60693.08255.80 348.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,813.84 3,372.23 558.392025001086COCHRANE STEELPublic Notes:707.763,456.782,749.02408658 PP 2023 10/13/2025 333,134 418,902 85,768212.33274.90 487.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,023.92 3,944.01 920.092025001086COCHRANE STEELPublic Notes:960.273,801.722,841.45408658 PP 2022 10/13/2025 351,970 470,918 118,948384.110.00 384.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,841.45 4,185.83 1,344.382025001086COCHRANE STEELPublic Notes:930.883,795.432,864.55408658 PP 2021 10/13/2025 355,183 470,605 115,422465.44286.46 751.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,151.01 4,547.33 1,396.322025001086COCHRANE STEELPublic Notes:137.213,109.052,971.84408658 PP 2020 10/13/2025 306,691 320,851 14,16082.330.00 82.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,971.84 3,191.38 219.542025001086COCHRANE STEELPublic Notes:263.80917.37653.57408793 PP 2025 10/8/2025 101,031 141,810 40,77926.3765.36 91.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL718.93 1,009.10 290.172025001055CORDON FLOORING LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated341 Union CountyCorrection Listing ReportPage 25 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal561.581,397.20835.62408793 PP 2024 10/8/2025 101,386 169,522 68,136112.3283.56 195.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL919.18 1,593.08 673.902025001051CORDON FLOORING LLCPublic Notes:758.991,568.33809.34408793 PP 2023 10/8/2025 99,050 191,939 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AUDITDISCOVERYTax TTL5,705.89 6,060.66 354.772025001238HARRIS TEETER LLC 39Public Notes:290.855,978.175,687.32410587 PP 2023 10/17/2025 695,186 730,738 35,55287.260.00 87.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,687.32 6,065.43 378.112025001238HARRIS TEETER LLC 39Public Notes:298.905,937.155,638.25410587 PP 2022 10/17/2025 689,188 725,724 36,536119.560.00 119.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,638.25 6,056.71 418.462025001238HARRIS TEETER LLC 39Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated343 Union CountyCorrection Listing ReportPage 27 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal306.935,875.835,568.90410587 PP 2021 10/17/2025 680,711 718,229 37,518153.470.00 153.47ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,568.90 6,029.30 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PERSONALPROPERTYTax TTL46.43 66.99 20.562025000944MARLIN LEASING CORPORATIONPublic Notes:373.901,523.011,149.11412111 PP 2025 10/21/2025 149,196 197,742 48,5460.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1,149.11 1,523.01 373.902025001353MARLIN LEASING CORPORATIONPublic Notes:681.083,971.913,290.83413226 PP 2024 10/13/2025 301,773 364,228 62,455136.210.00 136.21ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,290.83 4,108.12 817.292025001078PEPPER DINING INCPublic Notes:303.193,809.983,506.79413226 PP 2023 10/13/2025 321,576 349,379 27,80390.960.00 90.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,506.79 3,900.94 394.152025001078PEPPER DINING INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated345 Union CountyCorrection Listing ReportPage 29 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection 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1,018.90 267.472025001449TINA POMPEY DDS PAPublic Notes:359.061,233.39874.33415351 PP 2024 10/6/2025 104,485 147,394 42,90971.8287.43 159.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL961.76 1,392.64 430.882025001027TINA POMPEY DDS PAPublic Notes:378.421,240.63862.21415351 PP 2023 10/6/2025 104,485 150,343 45,858113.5486.22 199.76ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL948.43 1,440.39 491.962025001027TINA POMPEY DDS PAPublic Notes:31.50875.01843.51415351 PP 2022 10/6/2025 104,485 108,387 3,90212.6284.35 96.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL927.86 971.98 44.122025001027TINA POMPEY DDS PAPublic Notes:56.68964.94908.26415351 PP 2021 10/6/2025 112,618 119,645 7,02728.3490.83 119.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL999.09 1,084.11 85.022025001027TINA POMPEY DDS PAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated347 Union CountyCorrection Listing ReportPage 31 of 1162025/11/03 09:47:26 AMDate Posted between 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AUDITDISCOVERYTax TTL805.17 2,791.81 1,986.642025001046H&M LOGISTICS OF NC LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated351 Union CountyCorrection Listing ReportPage 35 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,421.762,156.45734.69584677 PP 2021 10/8/2025 67,372 197,749 130,377710.8973.47 784.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL808.16 2,940.81 2,132.652025001046H&M LOGISTICS OF NC LLCPublic Notes:1,796.032,095.35299.32584677 PP 2020 10/8/2025 22,218 155,534 133,3161,077.6329.93 1,107.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL329.25 3,202.91 2,873.662025001046H&M LOGISTICS OF NC LLCPublic Notes:11.6816.915.23584994 PP 2025 10/21/2025 809 2,614 1,8051.170.00 1.17ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL5.23 18.08 12.852025001348GIBSON, THOMAS EARL JR& GIBSON, THOMAS EARL JRPublic Notes:2,226.6514,556.3112,329.66606123 PP 2025 10/13/2025 2,470,379 2,916,511 446,132222.670.00 222.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,329.66 14,778.98 2,449.322025001079CAROLINA CONSTRUCTION EQUIPublic Notes:893.981,106.97212.99625515 PP 2025 10/9/2025 32,748 170,199 137,45189.4121.30 110.71ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL234.29 1,217.68 983.392025001067SUMMIT HEALTH SOLUTIONS, PPublic Notes:21.74128.29106.55630688 PP 2025 10/2/2025 20,967 25,244 4,2772.060.00 2.06ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL106.55 130.35 23.802025000974SHADY OAK HOMES LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated352 Union CountyCorrection Listing ReportPage 36 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal347.452,395.812,048.36647862 PP 2025 10/24/2025 306,000 357,904 51,90434.75204.84 239.59ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL2,253.20 2,635.40 382.202025001440SKYLINE LOGISTICS SVC INCPublic Notes:155.372,828.652,673.28652206 PP 2025 10/2/2025 547,579 579,404 31,8250.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL2,673.28 2,828.65 155.372025000954CATERPILLAR FINANCIAL SERVPublic Notes:283.11764.87481.76657920 PP 2025 10/27/2025 62,550 99,308 36,75828.3148.18 76.49ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL529.94 841.36 311.422025001454SNAP FITNESS 24-7Public Notes:1,123.391,123.390.00657920 PP 2024 10/27/2025 0 109,567 109,567224.680.00 224.68ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 1,348.07 1,348.072025001454SNAP FITNESS 24-7Public Notes:667.04667.040.00657920 PP 2023 10/27/2025 0 65,725 65,725200.110.00 200.11ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 867.15 867.152025001454SNAP FITNESS 24-7Public Notes:582.01582.010.00658014 PP 2024 10/6/2025 0 45,275 45,275116.400.00 116.40ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 698.41 698.412025001011SORELLA COFFEE, LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated353 Union CountyCorrection Listing ReportPage 37 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal179.78397.82218.04658180 PP 2025 10/6/2025 33,350 60,848 27,49817.9821.80 39.78ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL239.84 437.60 197.762025001019CLUB PILATES OF INDIAN TRAPublic Notes:564.22564.220.00658180 PP 2024 10/6/2025 0 67,426 67,426112.840.00 112.84ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 677.06 677.062025001019CLUB PILATES OF INDIAN TRAPublic Notes:610.68610.680.00658180 PP 2023 10/6/2025 0 74,004 74,004183.200.00 183.20ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 793.88 793.882025001019CLUB PILATES OF INDIAN TRAPublic Notes:76.70129.7653.06658797 PP 2025 10/15/2025 5,463 13,361 7,8987.675.31 12.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL58.37 142.74 84.372025001102GRIFFIN, RICHARD ERICPublic Notes:75.3875.380.00659079 PP 2025 10/20/2025 0 16,224 16,2247.540.00 7.54ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL0.00 82.92 82.922025001309LOPOL FOODS INCPublic Notes:10,774.5912,178.011,403.42660096 PP 2025 10/16/2025 160,538 1,393,046 1,232,5081,077.47140.34 1,217.81ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL1,543.76 13,395.82 11,852.062025001220MOSAIC GROUP LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated354 Union CountyCorrection Listing ReportPage 38 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal8.398.390.00665621 PP 2025 10/21/2025 0 1,805 1,8050.840.00 0.84ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 9.23 9.232025001346KELLY II, JAMES PATRICKPublic Notes:6.296.290.00666182 PP 2025 10/21/2025 0 1,354 1,3540.630.00 0.63ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 6.92 6.922025001349LEMIEUX, GUY ALBANPublic Notes:27.7727.770.00669046 PP 2025 10/6/2025 0 5,702 5,7022.780.00 2.78ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 30.55 30.552025001026KATARZYNA, DECPublic Notes:38.6638.660.00669046 PP 2024 10/6/2025 0 6,001 6,0017.730.00 7.73ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 46.39 46.392025001026KATARZYNA, DECPublic Notes:40.3340.330.00669046 PP 2023 10/6/2025 0 6,318 6,31812.100.00 12.10ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 52.43 52.432025001026KATARZYNA, DECPublic Notes:42.4542.450.00669046 PP 2022 10/6/2025 0 6,650 6,65016.980.00 16.98ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 59.43 59.432025001026KATARZYNA, DECPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated355 Union CountyCorrection Listing ReportPage 39 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal73.1773.170.00669054 PP 2025 10/21/2025 0 9,500 9,5007.320.00 7.32ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 80.49 80.492025001352COLEMAN, JOHN CARLTON IIPublic Notes:347.72347.720.00669063 PP 2025 10/21/2025 0 72,200 72,20034.770.00 34.77ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 382.49 382.492025001350HALL, RUSSELL MERTONPublic Notes:220.44220.440.00669140 PP 2025 10/27/2025 0 25,216 25,21622.040.00 22.04ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 242.48 242.482025001448GRIFFIN, RHONDA& GRIFFIN, CHARLES MITCHEPublic Notes:9.779.770.00669311 PP 2024 10/20/2025 0 1,167 1,1670.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 9.77 9.772025001293Public Notes:106.48106.480.00669314 PP 2024 10/20/2025 0 13,100 13,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 106.48 106.482025001282Public Notes:11.7411.740.00669315 PP 2024 10/20/2025 0 1,403 1,4030.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 11.74 11.742025001283Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated356 Union CountyCorrection Listing ReportPage 40 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal21.7021.700.00669316 PP 2024 10/20/2025 0 3,309 3,3090.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 21.70 21.702025001285Public Notes:50.8050.800.00669317 PP 2024 10/20/2025 0 7,782 7,7820.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 50.80 50.802025001284Public Notes:1,671.611,671.610.00669334 PP 2025 10/1/2025 0 217,036 217,036167.160.00 167.16ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 1,838.77 1,838.772025000945KATRINA'S MEXICAN GRILL INPublic Notes:153.12153.120.00669363 PP 2024 10/20/2025 0 14,041 14,0410.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 153.12 153.122025001288Public Notes:76.3776.370.00669364 PP 2024 10/20/2025 0 11,808 11,8080.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 76.37 76.372025001292Public Notes:220.38220.380.00669365 PP 2024 10/20/2025 0 18,189 18,1890.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 220.38 220.382025001291Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated357 Union CountyCorrection Listing ReportPage 41 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal83.2283.220.00669368 PP 2024 10/20/2025 0 12,867 12,8670.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 83.22 83.222025001268Public Notes:12.9612.960.00669370 PP 2024 10/20/2025 0 1,985 1,9850.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 12.96 12.962025001270Public Notes:144.98144.980.00669371 PP 2024 10/20/2025 0 17,325 17,3250.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 144.98 144.982025001279Public Notes:422.23422.230.00669374 PP 2024 10/20/2025 0 64,680 64,6800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 422.23 422.232025001286Public Notes:36.4136.410.00669375 PP 2024 10/20/2025 0 5,577 5,5770.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 36.41 36.412025001287Public Notes:52.2852.280.00669377 PP 2024 10/20/2025 0 4,067 4,0670.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 52.28 52.282025001289Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated358 Union CountyCorrection Listing ReportPage 42 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal302.65302.650.00669378 PP 2024 10/20/2025 0 23,543 23,5430.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 302.65 302.652025001290Public Notes:46.7746.770.00669383 PP 2025 10/6/2025 0 10,066 10,0664.680.00 4.68ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 51.45 51.452025001013PANDYA & TREASURER LLCPublic Notes:98.8998.890.00669403 PP 2025 10/27/2025 0 19,539 19,5399.890.00 9.89ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 108.78 108.782025001445VILLANELLA, NEALLEIGH HANA& VILLANELLA, RICHARD LOUPublic Notes:284.60284.600.00669426 PP 2025 10/1/2025 0 27,519 27,51928.470.00 28.47ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 313.07 313.072025000946WILSON, MATTHEW A& MATTHEW A WILSON LLCPublic Notes:183.99183.990.00669487 PP 2025 10/9/2025 0 21,047 21,04718.410.00 18.41ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 202.40 202.402025001066VERA'S KITCHEN MONROEPublic Notes:264.40264.400.00669506 PP 2024 10/15/2025 0 31,990 31,9900.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 264.40 264.402025001131Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated359 Union CountyCorrection Listing ReportPage 43 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal33.2933.290.00669537 PP 2025 10/27/2025 0 6,913 6,9133.330.00 3.33ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 36.62 36.622025001456VICTORY OPERATIONS LLCPublic Notes:Tax 637,790.82 801,800.63 164,009.81Totals for Type Value Change - Discovery : ValueLL 27,308.86 77,367.57 50,058.7173,538,510 92,306,919 18,768,409Tax TTL 665,099.68 879,168.20 214,068.52 0.00INT 0.00 0.00 0.00Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(209.78)1,246.561,456.3401084012A RE 2025 10/15/2025 288,100 246,600 (41,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,456.34 1,246.56 (209.78)2025001149CANNON, LINDA MILLS& CANNON, HENRY PIERSONPublic Notes:(86.94)4,302.824,389.7601087008H RE 2025 10/21/2025 868,400 851,200 (17,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,389.76 4,302.82 (86.94)2025001358LALLY, JAMES FRANCIS& LALLY, EVA LYNNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated360 Union CountyCorrection Listing ReportPage 44 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(223.43)3,287.773,511.2001150005J RE 2025 10/21/2025 694,600 650,400 (44,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,511.20 3,287.77 (223.43)2025001359COLLINS, HEATHER MCBRIDE& COLLINS, JUSTIN ROBERTPublic Notes:(247.19)438.27685.4601177012B RE 2025 10/21/2025 135,600 86,700 (48,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL685.46 438.27 (247.19)2025001360LANGSTON, LARRY DPublic Notes:(4,762.76)46,243.6951,006.4502114137 RE 2025 10/15/2025 5,251,900 4,761,500 (490,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.004,762.76CHANGE VALUEDUE TO AN APPEALTax TTL51,006.45 46,243.69 (4,762.76)2025001104EPSILON REALTY COMPANY& CAESAR REALTY LLCPublic Notes:(408.45)3,944.924,353.3702164008M RE 2025 10/3/2025 861,200 780,400 (80,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,353.37 3,944.92 (408.45)2025001001AMBROSIO, BERNADETTE& AMBROSIO, VINCENZOPublic Notes:(42.40)3,923.563,965.9602223013 RE 2025 10/15/2025 795,100 786,600 (8,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,965.96 3,923.56 (42.40)2025001150CRUZAN, MARK G& CRUZAN, DONNA MPublic Notes:(1,650.07)436.072,086.1402321063 RE 2025 10/14/2025 214,800 44,900 (169,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,086.14 436.07 (1,650.07)20250010936017 US 74 LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated361 Union CountyCorrection Listing ReportPage 45 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(395.20)2,854.603,249.8003066001 RE 2025 10/15/2025 666,900 585,800 (81,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00395.20CHANGE VALUEDUE TO AN APPEALTax TTL3,249.80 2,854.60 (395.20)2025001151COX LAND INVESTMENTS LIMITPublic Notes:(129.63)406.40536.0303138032 RE 2025 10/15/2025 110,000 83,400 (26,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL536.03 406.40 (129.63)2025001152AUTRY, TERESA RPublic Notes:(792.09)2,895.043,687.1303144016B RE 2025 10/16/2025 739,200 580,400 (158,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,687.13 2,895.04 (792.09)2025001185HILL, CHARLES CAMERON& LANGFORD, HANNAH BPublic Notes:(1,674.66)421.772,096.4304036025A RE 2025 10/15/2025 438,400 88,200 (350,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,096.43 421.77 (1,674.66)2025001097WILSON, LAURA BEVIS& WILSON, DANIEL REIDPublic Notes:(7.31)2,716.702,724.0104102007 RE 2025 10/15/2025 559,000 557,500 (1,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.007.31CHANGE VALUEDUE TO AN APPEALTax TTL2,724.01 2,716.70 (7.31)2025001153BLOUNT, MARTHA JORDAN& BLOUNT, LEONDUS THERONPublic Notes:(336.92)493.62830.5404201002D RE 2025 10/16/2025 180,200 107,100 (73,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL830.54 493.62 (336.92)2025001174GRIFFIN, CHARLES MITCHELL& GRIFFIN, RHONDAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated362 Union CountyCorrection Listing ReportPage 46 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(174.82)1,052.301,227.1205012006 RE 2025 10/15/2025 254,800 218,500 (36,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL1,227.12 1,052.30 (174.82)2025001105LINKER, MARIANNE MPublic Notes:(101.50)1,850.091,951.5905013004 RE 2025 10/15/2025 407,600 386,400 (21,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,951.59 1,850.09 (101.50)2025001154TYSON, SAMUEL DPublic Notes:(193.44)2,840.243,033.6805039009B RE 2025 10/27/2025 633,600 593,200 (40,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,033.68 2,840.24 (193.44)2025001450BEATY REALTY LLCPublic Notes:(103.42)2,472.522,575.9405042017 RE 2025 10/27/2025 538,000 516,400 (21,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,575.94 2,472.52 (103.42)2025001452BEATY REALTY LLCPublic Notes:(830.72)2,941.273,771.9905045002 RE 2025 10/16/2025 787,800 614,300 (173,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,771.99 2,941.27 (830.72)2025001211SKIPPER, LAWRENCE EPublic Notes:(65.46)2,487.752,553.2105112080 RE 2025 10/16/2025 331,500 323,000 (8,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,553.21 2,487.75 (65.46)2025001213DALE HOMES LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated363 Union CountyCorrection Listing ReportPage 47 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(231.83)2,742.682,974.5105114198 RE 2025 10/17/2025 386,200 356,100 (30,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,974.51 2,742.68 (231.83)2025001230RS RENTAL III-A LLCPublic Notes:(770.24)2,793.323,563.5605141034 RE 2025 10/16/2025 742,100 581,700 (160,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,563.56 2,793.32 (770.24)2025001175MALTESE, ANTHONY JPublic Notes:0.003,515.063,515.0605159001 RE 2025 10/28/2025 732,000 732,000 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,515.06 3,515.06 0.002025001465LAWRENCE, ANGELA& LAWRENCE, WILLIAM SPublic Notes:(484.05)3,515.063,999.1105159001 RE 2025 10/17/2025 832,800 732,000 (100,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,999.11 3,515.06 (484.05)2025001231LAWRENCE, ANGELA& LAWRENCE, WILLIAM SPublic Notes:(367.54)3,059.353,426.8905159001 RE 2024 10/28/2025 535,200 477,800 (57,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.00367.54CHANGE TOIMPROVEMENT ORLISTINGTax TTL3,426.89 3,059.35 (367.54)2025001465LAWRENCE, ANGELA& LAWRENCE, WILLIAM SPublic Notes:(639.62)4,095.634,735.2505180016 RE 2025 10/22/2025 986,100 852,900 (133,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,735.25 4,095.63 (639.62)2025001424WOODWARD, TIMOTHY M& WOODWARD, JOYCE SPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated364 Union CountyCorrection Listing ReportPage 48 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(483.70)3,193.913,677.6106003001A RE 2025 10/22/2025 755,000 655,700 (99,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,677.61 3,193.91 (483.70)2025001406COSTELLO, DANIEL& COSTELLO, AMBERPublic Notes:(1,135.92)2,484.213,620.1306006008 RE 2025 10/16/2025 743,200 510,000 (233,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,620.13 2,484.21 (1,135.92)2025001187FREEDOM FARM LLCPublic Notes:(542.14)4,047.804,589.9406006253 RE 2025 10/15/2025 942,300 831,000 (111,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,589.94 4,047.80 (542.14)2025001110FANG, HONGBING& ZHANG, HONGPublic Notes:(527.04)1,227.491,754.5306024030 RE 2025 10/22/2025 360,200 252,000 (108,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.00527.04CHANGE VALUEPER BERTax TTL1,754.53 1,227.49 (527.04)2025001412DOWNTOWN WESLEY CHAPEL LLCPublic Notes:(1,049.21)7,699.598,748.8006027042A RE 2025 10/15/2025 1,796,100 1,580,700 (215,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,748.80 7,699.59 (1,049.21)2025001112LYONS, TAMARA C TRUSTEE& LYONS, ROBERT SHELLY TRPublic Notes:(230.44)3,347.913,578.3506027513 RE 2025 10/22/2025 770,200 720,600 (49,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,578.35 3,347.91 (230.44)2025001415VAN BLAKE, VERN LEE& VAN BLAKE, RHEA JOPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated365 Union CountyCorrection Listing ReportPage 49 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(80.85)1,748.851,829.7006054020 RE 2025 10/3/2025 366,600 350,400 (16,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,829.70 1,748.85 (80.85)2025000996BERTHOLD, KATHLEEN& BERTHOLD, MOLLIEPublic Notes:(831.00)1,577.662,408.6606054054A RE 2025 10/15/2025 482,600 316,100 (166,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,408.66 1,577.66 (831.00)2025001100SMITH, PAMELA JOY WILSON& SMITH, MARCUS DARYLPublic Notes:(71.27)1,080.711,151.9806054620 RE 2025 10/16/2025 239,200 224,400 (14,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL1,151.98 1,080.71 (71.27)2025001210RODRIGUEZ, DIANAPublic Notes:(15.41)3,719.883,735.2906054661 RE 2025 10/16/2025 775,600 772,400 (3,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,735.29 3,719.88 (15.41)2025001169RYMER, DION V& RYMER, TANIA SPublic Notes:(575.04)2,985.613,560.6506063009 RE 2025 10/8/2025 712,700 597,600 (115,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,560.65 2,985.61 (575.04)2025001044GALLOWAY, RONALD E& GALLOWAY, DIANNE TPublic Notes:(714.93)4,232.114,947.0406069092 RE 2025 10/16/2025 990,200 847,100 (143,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,947.04 4,232.11 (714.93)2025001182GALE, LISA LOUISE TRUSTEE& GALE, STEVEN LLOYD TRUSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated366 Union CountyCorrection Listing ReportPage 50 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(567.54)3,740.514,308.0506069132 RE 2025 10/7/2025 862,300 748,700 (113,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,308.05 3,740.51 (567.54)2025001041JIANG, MEREDITH& JIANG, DAVIDPublic Notes:(502.60)3,631.094,133.6906072036 RE 2025 10/8/2025 827,400 726,800 (100,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.00467.39CHANGE VALUEDUE TO AN APPEALTax TTL4,133.69 3,631.09 (502.60)2025001045STEELE, CHRISTY& STEELE, JAMESPublic Notes:(775.95)3,509.564,285.5106075021A RE 2025 10/15/2025 879,800 720,500 (159,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,285.51 3,509.56 (775.95)2025001103WEATHERFORD, MEGAN W& WEATHERFORD, THOMAS HPublic Notes:(248.90)1,497.351,746.2506078006D RE 2025 10/15/2025 358,500 307,400 (51,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00248.90CHANGE VALUEDUE TO AN APPEALTax TTL1,746.25 1,497.35 (248.90)2025001106BARRY, BENJAMIN LPublic Notes:(655.55)4,607.905,263.4506078012 RE 2025 10/3/2025 1,132,900 991,800 (141,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,263.45 4,607.90 (655.55)2025000997TERRY, AMY B& TERRY, CHARLES STUARTPublic Notes:(1.95)1,383.361,385.3106078022A RE 2025 10/15/2025 284,400 284,000 (400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,385.31 1,383.36 (1.95)2025001109DOMINI, KYLE RPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated367 Union CountyCorrection Listing ReportPage 51 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(730.62)318.031,048.6506084001L RE 2025 10/28/2025 210,700 63,900 (146,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL1,048.65 318.03 (730.62)2025001466MCDOUGALL, SHERRY CARTERPublic Notes:(578.54)3,495.704,074.2406096109 RE 2025 10/7/2025 815,500 699,700 (115,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,074.24 3,495.70 (578.54)2025001039RITTER, STEPHANIE N& RITTER, JEREMY APublic Notes:(1,843.53)6,041.167,884.6906099141 RE 2025 10/15/2025 1,578,200 1,209,200 (369,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,884.69 6,041.16 (1,843.53)2025001113WILLIAMS, LINDA LOUISE TRU& WILLIAMS, ROBERT DEAN TPublic Notes:(119.87)6,919.757,039.6206102117 RE 2025 10/15/2025 1,515,200 1,489,400 (25,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,039.62 6,919.75 (119.87)2025001114HENDERSON, WANDA HPublic Notes:(382.83)10,185.8910,568.7206102244 RE 2025 10/16/2025 2,274,800 2,192,400 (82,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL10,568.72 10,185.89 (382.83)2025001183ROCHE, JUSTIN RICHARD TRUS& ROCHE LIVING TRUSTPublic Notes:(474.44)2,106.222,580.6606105031 RE 2025 10/20/2025 529,800 432,400 (97,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,580.66 2,106.22 (474.44)2025001297ARMORS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated368 Union CountyCorrection Listing ReportPage 52 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(91.43)4,684.254,775.6806117009 RE 2025 10/20/2025 955,900 937,600 (18,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,775.68 4,684.25 (91.43)2025001298LURZ, LAUREN M& LURZ, JONATHAN RPublic Notes:(747.41)3,803.454,550.8606120152 RE 2025 10/7/2025 910,900 761,300 (149,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,550.86 3,803.45 (747.41)2025001034FOSTER, PATRICIA COOPERPublic Notes:(27.98)7,333.137,361.1106123202 RE 2025 10/15/2025 1,473,400 1,467,800 (5,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.0026.02CHANGE VALUEDUE TO AN APPEALTax TTL7,361.11 7,333.13 (27.98)2025001115FIELDING, ROBERT J& FIELDING, JULIEPublic Notes:(1,621.70)10,391.6812,013.3806129086 RE 2025 10/15/2025 2,404,600 2,080,000 (324,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL12,013.38 10,391.68 (1,621.70)2025001117BIVENS, MARK B& BIVENS, KIMBERLY SPublic Notes:0.01544.07544.0606135501 RE 2025 10/14/2025 113,300 113,300 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL544.06 544.07 0.012025001090WEEKLEY HOMES LLCPublic Notes:0.00531.58531.5806135593 RE 2025 10/20/2025 110,700 110,700 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL531.58 531.58 0.002025001266WEEKLEY HOMES LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated369 Union CountyCorrection Listing ReportPage 53 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.00531.58531.5806135594 RE 2025 10/20/2025 110,700 110,700 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL531.58 531.58 0.002025001267WEEKLEY HOMES LLCPublic Notes:(465.80)1,498.221,964.0206135638 RE 2025 10/17/2025 409,000 312,000 (97,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,964.02 1,498.22 (465.80)2025001232WEEKLEY HOMES LLCPublic Notes:(342.87)3,348.433,691.3006138046 RE 2025 10/15/2025 768,700 697,300 (71,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,691.30 3,348.43 (342.87)2025001111HAIGLER, CHARLES LAWRENCEPublic Notes:(562.24)2,637.943,200.1806142050 RE 2025 10/22/2025 415,500 342,500 (73,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,200.18 2,637.94 (562.24)2025001389HERBERT, ANNA C& HERBERT, PETER MPublic Notes:(1,670.66)6,260.997,931.6506147020C RE 2025 10/15/2025 1,587,600 1,253,200 (334,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,931.65 6,260.99 (1,670.66)2025001120HEGAZI, MOHAMED& HEGAZI, EIMANPublic Notes:(992.71)3,778.974,771.6806147053 RE 2025 10/15/2025 955,100 756,400 (198,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,771.68 3,778.97 (992.71)2025001121FISCHER, JAMES& FISCHER, RUTH CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated370 Union CountyCorrection Listing ReportPage 54 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(95.93)2,681.352,777.2806150070A RE 2025 10/15/2025 555,900 536,700 (19,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,777.28 2,681.35 (95.93)2025001127PREKAZI, FEDRI& SELMANI, ALBANAPublic Notes:(49.46)3,494.203,543.6606153107 RE 2025 10/16/2025 709,300 699,400 (9,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,543.66 3,494.20 (49.46)2025001176POLITE, STACIE& LEVI, LARRY MICHAELPublic Notes:(1,646.69)6,851.518,498.2006153186 RE 2025 10/15/2025 1,701,000 1,371,400 (329,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,498.20 6,851.51 (1,646.69)2025001122NEER, RICHARD& NEER, VICTORIAPublic Notes:(1,045.17)5,701.936,747.1006156021 RE 2025 10/15/2025 1,350,500 1,141,300 (209,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,747.10 5,701.93 (1,045.17)2025001123GAO, FENGPublic Notes:(664.67)5,156.915,821.5806156163 RE 2025 10/8/2025 1,117,600 990,000 (127,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,821.58 5,156.91 (664.67)2025001054DAVILA, DERHA C& DAVILA, RICARDOPublic Notes:(447.48)5,726.446,173.9206159301 RE 2025 10/20/2025 801,600 743,500 (58,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,173.92 5,726.44 (447.48)2025001299LY-HANG, ANHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated371 Union CountyCorrection Listing ReportPage 55 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(219.51)5,931.316,150.8206159320 RE 2025 10/20/2025 798,600 770,100 (28,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,150.82 5,931.31 (219.51)2025001300MCGHEE, AMY E& MCGHEE, GARLAND SPublic Notes:(167.13)5,768.805,935.9306159323 RE 2025 10/16/2025 770,700 749,000 (21,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL5,935.93 5,768.80 (167.13)2025001179PARROTT, MICHELLE LYNN& PARROTT, JESSE ALANPublic Notes:(320.41)6,747.727,068.1306159441 RE 2025 10/15/2025 917,700 876,100 (41,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,068.13 6,747.72 (320.41)2025001129CHAU, AMY MINH HPublic Notes:(587.03)8,489.209,076.2306174384 RE 2025 10/15/2025 1,816,700 1,699,200 (117,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,076.23 8,489.20 (587.03)2025001099TAYLOR, HOPE& TAYLOR, MARK DPublic Notes:(986.71)3,866.904,853.6106180037 RE 2025 10/16/2025 971,500 774,000 (197,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,853.61 3,866.90 (986.71)2025001171LARSEN, HEATHER LYNN& LARSEN, DAVID EARLPublic Notes:(1,527.78)7,393.088,920.8606180354 RE 2025 10/3/2025 1,785,600 1,479,800 (305,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,920.86 7,393.08 (1,527.78)2025000998DEBOER, CALVIN GEORGE& DEBOER, JENNIFER ELIZABPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated372 Union CountyCorrection Listing ReportPage 56 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(505.48)3,658.734,164.2106186042 RE 2025 10/6/2025 896,300 787,500 (108,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,164.21 3,658.73 (505.48)2025001009ROXON, JACOB CHRISTOPHERPublic Notes:(417.29)5,882.116,299.4006186179 RE 2025 10/16/2025 834,800 779,500 (55,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,299.40 5,882.11 (417.29)2025001172TRUBINSKY, LORI S& TRUBINSKY, JOHN APublic Notes:(1,866.38)5,828.357,694.7306189013 RE 2025 10/9/2025 1,477,200 1,118,900 (358,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,694.73 5,828.35 (1,866.38)2025001059CONN, JOHN JOSEPHPublic Notes:(2,718.05)6,857.139,575.1806189040 RE 2025 10/16/2025 1,838,200 1,316,400 (521,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,575.18 6,857.13 (2,718.05)2025001163ZEPSA, BRIAN P& ZEPSA, DIANA LPublic Notes:(2,059.12)6,605.018,664.1306189063 RE 2025 10/9/2025 1,663,300 1,268,000 (395,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,664.13 6,605.01 (2,059.12)2025001057SALE, ZANDRA JO& SALE, DAVID WILLIAMPublic Notes:(2,052.87)6,598.248,651.1106189064 RE 2025 10/9/2025 1,660,800 1,266,700 (394,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,651.11 6,598.24 (2,052.87)2025001058PFAU, ROBERT GORDEN TRUSTEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated373 Union CountyCorrection Listing ReportPage 57 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,488.34)5,278.287,766.6206189080 RE 2025 10/8/2025 1,491,000 1,013,300 (477,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,766.62 5,278.28 (2,488.34)2025001053BUFF, JONATHAN TODD& BUFF, CYNTHIA STEWARTPublic Notes:(2,251.85)5,320.477,572.3206189084 RE 2025 10/9/2025 1,453,700 1,021,400 (432,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,572.32 5,320.47 (2,251.85)2025001060BEALS, RYAN E& BEALS, ELIZABETH RPublic Notes:(245.86)2,251.182,497.0406192017 RE 2025 10/3/2025 520,000 468,800 (51,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,497.04 2,251.18 (245.86)2025000979OVERCASH, LOUISA CPublic Notes:(399.74)5,747.236,146.9706192317 RE 2025 10/22/2025 798,100 746,200 (51,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL6,146.97 5,747.23 (399.74)2025001405JANCULA, DEBORAH& JANCULA, JEFFREYPublic Notes:(328.11)6,161.606,489.7106192620 RE 2025 10/15/2025 842,600 800,000 (42,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL6,489.71 6,161.60 (328.11)2025001142CANTERO, HENRY& CANTERO, MAYRAPublic Notes:(178.87)3,202.493,381.3606198141 RE 2025 10/7/2025 727,800 689,300 (38,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,381.36 3,202.49 (178.87)2025001032KAU, JANICE W& KAU, STEVEN YPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated374 Union CountyCorrection Listing ReportPage 58 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(40.89)3,195.053,235.9406198345 RE 2025 10/15/2025 696,500 687,700 (8,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,235.94 3,195.05 (40.89)2025001126LANDINI, JOSEPH& LANDINI, EVELYNPublic Notes:(226.26)3,447.803,674.0606198464 RE 2025 10/7/2025 790,800 742,100 (48,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,674.06 3,447.80 (226.26)2025001029CASE, CAROLYNPublic Notes:(125.54)4,995.435,120.9706201308 RE 2025 10/15/2025 983,100 959,000 (24,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,120.97 4,995.43 (125.54)2025001162ROSS, KIMBERLY MARIE& ROSS, JEFFREY LPublic Notes:(225.33)2,931.633,156.9606201517 RE 2025 10/15/2025 679,500 631,000 (48,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,156.96 2,931.63 (225.33)2025001130PUTNAM, DONNA H& PUTNAM, STEVEPublic Notes:(195.60)4,122.864,318.4606201571 RE 2025 10/22/2025 929,500 887,400 (42,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,318.46 4,122.86 (195.60)2025001423SIGLER, RACHEL& SIGLER, JUSTINPublic Notes:(26.02)6,620.556,646.5706207097 RE 2025 10/9/2025 1,430,600 1,425,000 (5,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,646.57 6,620.55 (26.02)2025001064PALINCAS, LIVIA& PALINCAS, LATIS VASILEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated375 Union CountyCorrection Listing ReportPage 59 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,103.92)6,250.808,354.7206213032 RE 2025 10/9/2025 1,603,900 1,200,000 (403,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,354.72 6,250.80 (2,103.92)2025001056DUNCAN, JEFFREY E& DUNCAN, MARGARET EPublic Notes:(3,141.55)6,677.949,819.4906213043 RE 2025 10/8/2025 1,885,100 1,282,000 (603,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,819.49 6,677.94 (3,141.55)2025001052CARDONE, DOMINICK PETER& ACAMPORA-ROSSI, WENDIPublic Notes:(1,993.48)8,702.1610,695.6406222009B RE 2025 10/20/2025 2,053,300 1,670,600 (382,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL10,695.64 8,702.16 (1,993.48)2025001271SHAW, ANDREW M& SHAW, KATHRYN APublic Notes:(489.64)9,600.1910,089.8306222019 RE 2025 10/15/2025 1,937,000 1,843,000 (94,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL10,089.83 9,600.19 (489.64)2025001132LEON, MICHAEL ALFREDOPublic Notes:(275.04)5,090.235,365.2706222057 RE 2025 10/16/2025 1,030,000 977,200 (52,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,365.27 5,090.23 (275.04)2025001164BROWN, G CHRIS& BROWN, MARY JOPublic Notes:(209.54)6,690.706,900.2406225105 RE 2025 10/20/2025 1,485,200 1,440,100 (45,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,900.24 6,690.70 (209.54)2025001301CIULLA, KAREN A& CIULLA, JEFFREY DPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated376 Union CountyCorrection Listing ReportPage 60 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(141.70)7,852.677,994.3706225426 RE 2025 10/15/2025 1,720,700 1,690,200 (30,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.00141.70CHANGE VALUEDUE TO AN APPEALTax TTL7,994.37 7,852.67 (141.70)2025001133HERRERA, STEPHEN M& HERRERA, JULIE MPublic Notes:(2,986.92)18,741.9621,728.8806228036 RE 2025 10/3/2025 4,676,900 4,034,000 (642,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL21,728.88 18,741.96 (2,986.92)2025000995KASIREDDY, PALLAVI& KASIREDDY, VISHNUVARDHAPublic Notes:(3,310.74)15,526.4718,837.2106228047 RE 2025 10/22/2025 4,054,500 3,341,900 (712,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL18,837.21 15,526.47 (3,310.74)2025001422MOORE, JOANNE& MOORE, BRUCEPublic Notes:(367.03)9,268.779,635.8006228082 RE 2025 10/9/2025 2,074,000 1,995,000 (79,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00367.03CHANGE VALUEDUE TO AN APPEALTax TTL9,635.80 9,268.77 (367.03)2025001062CICCARELLI, SHELLY K& CICCARELLI, THOMAS SCOTPublic Notes:(1,030.95)10,258.3711,289.3206228129 RE 2025 10/22/2025 2,429,900 2,208,000 (221,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL11,289.32 10,258.37 (1,030.95)2025001404SANDERSON, ANNETTE M 1997Public Notes:(1,450.19)11,199.3512,649.5406240078 RE 2025 10/16/2025 2,428,400 2,150,000 (278,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL12,649.54 11,199.35 (1,450.19)2025001166TARULLI, DIANE C& TARULLI, JAMES CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated377 Union CountyCorrection Listing ReportPage 61 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(823.02)6,672.737,495.7506240094 RE 2025 10/9/2025 1,439,000 1,281,000 (158,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,495.75 6,672.73 (823.02)2025001065DUNN, BRADLEY MICHAEL& DUNN, BRIANNA KATHLEENPublic Notes:(353.17)9,031.369,384.5306240170 RE 2025 10/16/2025 1,801,600 1,733,800 (67,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL9,384.53 9,031.36 (353.17)2025001167MAMAJEK, RICHARD& MAMAJEK, TONIPublic Notes:(4,268.78)2,756.607,025.3806240252 RE 2025 10/3/2025 1,348,700 529,200 (819,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,025.38 2,756.60 (4,268.78)2025000994JCH OP LLCPublic Notes:(45.31)15.1160.4206240254 RE 2025 10/3/2025 11,600 2,900 (8,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL60.42 15.11 (45.31)2025000999JCH OP LLCPublic Notes:(903.25)3,423.194,326.4407003011B RE 2025 10/21/2025 907,200 717,800 (189,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,326.44 3,423.19 (903.25)2025001361THOMAS, SONYA C& THOMAS, MICHAEL HPublic Notes:(496.82)165.61662.4307003012C RE 2025 10/6/2025 102,400 25,600 (76,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL662.43 165.61 (496.82)2025001006GOINS, STEVEN& GOINS, ANNA RPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated378 Union CountyCorrection Listing ReportPage 62 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,481.25)5,002.686,483.9307024018D RE 2025 10/6/2025 1,359,600 1,049,000 (310,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,483.93 5,002.68 (1,481.25)2025001018BRUTSKY, RITA& BRUTSKY, ANDREYPublic Notes:(164.53)1,001.971,166.5007036003B RE 2025 10/7/2025 244,600 210,100 (34,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,166.50 1,001.97 (164.53)2025001033EDWARDS, CINDY DENISE& EDWARDS, WENDY DAWNPublic Notes:(251.00)2,597.302,848.3007057664 RE 2025 10/16/2025 440,300 401,500 (38,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,848.30 2,597.30 (251.00)2025001184SFR JV-2 2022-2 BORROWER LPublic Notes:(559.57)2,984.803,544.3707057774 RE 2025 10/16/2025 547,900 461,400 (86,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,544.37 2,984.80 (559.57)2025001186BAF ASSETS 3 LLCPublic Notes:(297.57)2,804.963,102.5307057777 RE 2025 10/16/2025 479,600 433,600 (46,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00219.37CHANGE VALUEDUE TO AN APPEALTax TTL3,102.53 2,804.96 (297.57)2025001188YAMASA CO LTDPublic Notes:(543.40)2,946.633,490.0307057778 RE 2025 10/16/2025 539,500 455,500 (84,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,490.03 2,946.63 (543.40)20250011912018-3 IH BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated379 Union CountyCorrection Listing ReportPage 63 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(546.63)2,969.923,516.5507057789 RE 2025 10/16/2025 543,600 459,100 (84,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,516.55 2,969.92 (546.63)2025001193FKH SFR PROPCO A L PPublic Notes:(371.97)2,777.143,149.1107057790 RE 2025 10/16/2025 486,800 429,300 (57,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,149.11 2,777.14 (371.97)20250011942018-4 IH BORROWER LPPublic Notes:(389.43)2,794.613,184.0407057793 RE 2025 10/16/2025 492,200 432,000 (60,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.00287.09CHANGE VALUEDUE TO AN APPEALTax TTL3,184.04 2,794.61 (389.43)2025001196PROGRESS RESIDENTIAL BORROPublic Notes:(337.03)2,768.093,105.1207057807 RE 2025 10/16/2025 480,000 427,900 (52,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00248.46CHANGE VALUEDUE TO AN APPEALTax TTL3,105.12 2,768.09 (337.03)2025001199PROGRESS RESIDENTIAL BORROPublic Notes:(24,350.10)19,922.8144,272.9107060091 RE 2024 10/28/2025 6,926,300 3,116,835 (3,809,465)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL44,272.91 19,922.81 (24,350.10)2025001461SLAVIC EVANGELIC CHURCH EMPublic Notes:(385.55)2,594.722,980.2707063103 RE 2025 10/21/2025 460,700 401,100 (59,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,980.27 2,594.72 (385.55)2025001362MOESTA, MATTHEW& MOESTA, EMILY HOWARDPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated380 Union CountyCorrection Listing ReportPage 64 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(283.99)2,379.302,663.2907063120 RE 2025 10/16/2025 411,700 367,800 (43,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,663.29 2,379.30 (283.99)2025001202CPI / AMHERST SFR PROGRAMPublic Notes:(465.57)3,409.333,874.9007063970 RE 2025 10/16/2025 608,400 535,300 (73,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,874.90 3,409.33 (465.57)2025001204RS RENTAL I LLCPublic Notes:(17.20)2,175.652,192.8507064441 RE 2025 10/16/2025 344,300 341,600 (2,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,192.85 2,175.65 (17.20)2025001173SHARP, JOHN SAMUEL& SHARP, TONI LYNNPublic Notes:(447.48)6,659.007,106.4807075179 RE 2025 10/6/2025 1,067,200 1,000,000 (67,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,106.48 6,659.00 (447.48)2025001008MILLER, KEITH& MILLER, MARYANNPublic Notes:(1,301.16)5,360.506,661.6607075215 RE 2025 10/22/2025 1,000,400 805,000 (195,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.001,301.16CHANGE VALUEDUE TO AN APPEALTax TTL6,661.66 5,360.50 (1,301.16)2025001416ROCHESTER, WILLIAM D& ROCHESTER, BEVERLY RPublic Notes:(358.80)3,728.564,087.3607078005 RE 2025 10/16/2025 610,600 557,000 (53,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,087.36 3,728.56 (358.80)2025001180MOYA-MENDEZ, EDGAR G& MOYA-MENDEZ, TEREASAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated381 Union CountyCorrection Listing ReportPage 65 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,137.98)5,011.136,149.1107078009 RE 2025 10/21/2025 918,600 748,600 (170,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,149.11 5,011.13 (1,137.98)2025001363LOCKLEAR, CYNTHIA IRENE& LOCKLEAR, WILBERT JRPublic Notes:(81.51)254.88336.3907084273 RE 2025 10/22/2025 52,000 39,400 (12,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL336.39 254.88 (81.51)2025001418LIQUID, MANAGEMENT LLCPublic Notes:(81.51)254.88336.3907084274 RE 2025 10/22/2025 52,000 39,400 (12,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL336.39 254.88 (81.51)2025001417LIQUID, MANAGEMENT LLCPublic Notes:(71.54)5,603.205,674.7407084328 RE 2025 10/22/2025 872,500 861,500 (11,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL5,674.74 5,603.20 (71.54)2025001411LIQUID MANAGEMENT LLCPublic Notes:(280.32)2,321.282,601.6007084615 RE 2025 10/20/2025 400,000 356,900 (43,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,601.60 2,321.28 (280.32)2025001302SCHULLERY, ROSEMARY R& SCHULLERY, JOHN FPublic Notes:(218.54)2,444.852,663.3907087071 RE 2025 10/3/2025 409,500 375,900 (33,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,663.39 2,444.85 (218.54)2025000985SV BRADLEY PROPERTIES LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated382 Union CountyCorrection Listing ReportPage 66 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(109.53)7,059.967,169.4907090017 RE 2025 10/16/2025 1,492,400 1,469,600 (22,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00109.53CHANGE VALUEDUE TO AN APPEALTax TTL7,169.49 7,059.96 (109.53)2025001207CPBESSEAS ENTITIES LLCPublic Notes:(143.18)2,549.822,693.0007090028 RE 2025 10/20/2025 411,900 390,000 (21,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,693.00 2,549.82 (143.18)2025001303PRESSLEY, RANDY C& PRESSLEY, DEBORAH WPublic Notes:(1,174.23)3,441.604,615.8307090069 RE 2025 10/20/2025 706,000 526,400 (179,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,615.83 3,441.60 (1,174.23)2025001304SARLOVSKIS, STANISLAVPublic Notes:(131.42)3,322.613,454.0307090677 RE 2025 10/20/2025 528,300 508,200 (20,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,454.03 3,322.61 (131.42)2025001305BATES, LISA M& BATES, CLARENCE CPublic Notes:(15.69)2,687.772,703.4607090767 RE 2025 10/16/2025 413,500 411,100 (2,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,703.46 2,687.77 (15.69)2025001168GRIMAUD, NATALIE& GRIMAUD, GEOFFREYPublic Notes:(367.48)2,264.692,632.1707091081 RE 2025 10/20/2025 404,700 348,200 (56,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,632.17 2,264.69 (367.48)2025001306PRUNCHAK, ERIC& BERUTTI, LINDSIEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated383 Union CountyCorrection Listing ReportPage 67 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(83.03)2,252.342,335.3707093576 RE 2025 10/17/2025 357,200 344,500 (12,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,335.37 2,252.34 (83.03)2025001234SMOLUK, PAUL GREGORYPublic Notes:(958.58)2,010.882,969.4607099168 RE 2025 10/16/2025 443,600 300,400 (143,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,969.46 2,010.88 (958.58)2025001190STEARNS, PAMELA SIMPSONPublic Notes:(33,054.30)30,457.7063,512.0007102032D RE 2025 10/16/2025 9,487,900 4,550,000 (4,937,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL63,512.00 30,457.70 (33,054.30)2025001192MAK CORPORATION OF MONROEPublic Notes:(230.59)646.75877.3407114029A RE 2025 10/20/2025 182,627 134,627 (48,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL877.34 646.75 (230.59)2025001263SIKES, CATHERINE LORRAINEPublic Notes:(817.55)1,788.602,606.1507114089A RE 2025 10/15/2025 400,700 275,000 (125,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,606.15 1,788.60 (817.55)2025001161KILLOUGH-ROHLEDER HOLDINGPublic Notes:(834.46)2,083.232,917.6907114093 RE 2025 10/15/2025 448,600 320,300 (128,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,917.69 2,083.23 (834.46)2025001148KILLOUGH, RAY BERNARDPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated384 Union CountyCorrection Listing ReportPage 68 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(137.89)894.301,032.1907114094 RE 2025 10/16/2025 158,700 137,500 (21,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,032.19 894.30 (137.89)2025001209KILLOUGH, RAY BERNARDPublic Notes:(514.51)1,899.502,414.0107117017D RE 2025 10/17/2025 502,500 395,400 (107,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,414.01 1,899.50 (514.51)2025001239NIVENS, BRYAN R& NIVENS, REGINA MPublic Notes:(257.01)1,749.142,006.1507117024R RE 2025 10/17/2025 417,600 364,100 (53,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,006.15 1,749.14 (257.01)2025001240BYROM, JACOB REEDPublic Notes:(435.24)4,038.244,473.4807117030A RE 2025 10/3/2025 931,200 840,600 (90,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,473.48 4,038.24 (435.24)2025000993WILLIAMS, VICTORIA& WILLIAMS, TREVORPublic Notes:(308.90)2,436.592,745.4907117030C RE 2025 10/3/2025 571,500 507,200 (64,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,745.49 2,436.59 (308.90)2025000986WILLIAMS, KAREN BLANCHARDPublic Notes:(1,313.89)5,294.016,607.9007117034A RE 2025 10/22/2025 1,375,500 1,102,000 (273,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,607.90 5,294.01 (1,313.89)2025001400HELMS, SHIRLEY C& HELMS, LARRY STEVENPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated385 Union CountyCorrection Listing ReportPage 69 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(368.12)5,149.875,517.9907117042 RE 2025 10/17/2025 848,400 791,800 (56,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,517.99 5,149.87 (368.12)2025001241AGNEW, PARTICK J& AGNEW, CAROL LPublic Notes:(409.79)4,352.424,762.2107117079B RE 2025 10/17/2025 991,300 906,000 (85,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,762.21 4,352.42 (409.79)2025001242ALKEMEYER, KAREN& ALKEMEYER, MICHAEL GPublic Notes:(307.64)3,994.114,301.7507117224 RE 2025 10/3/2025 661,400 614,100 (47,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,301.75 3,994.11 (307.64)2025000978BROOKS, CHARLIE SPublic Notes:(608.12)3,505.014,113.1307117313 RE 2025 10/22/2025 632,400 538,900 (93,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,113.13 3,505.01 (608.12)2025001393CONNOR, MARYPublic Notes:(91.06)2,554.772,645.8307117410 RE 2025 10/22/2025 406,800 392,800 (14,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.0067.26CHANGE VALUEPER BERTax TTL2,645.83 2,554.77 (91.06)2025001401DESSALIGN, ERMIAS ABRAHAMPublic Notes:(263.41)2,701.112,964.5207117500 RE 2025 10/3/2025 455,800 415,300 (40,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,964.52 2,701.11 (263.41)2025000989VAN, WINKLE THOMAS WPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated386 Union CountyCorrection Listing ReportPage 70 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(135.28)4,076.714,211.9907117824 RE 2025 10/15/2025 647,600 626,800 (20,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,211.99 4,076.71 (135.28)2025001141MATESICH, KERRIE M W& MATESICH, ERIC JPublic Notes:(1,220.04)3,136.054,356.0907120006E RE 2025 10/22/2025 937,600 675,000 (262,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,356.09 3,136.05 (1,220.04)2025001407MCGONAGLE, TIMOTHY& MCGONAGLE, MICHELLEPublic Notes:(231.44)3,882.924,114.3607120131 RE 2025 10/17/2025 629,300 593,900 (35,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,114.36 3,882.92 (231.44)2025001243ABBOTT, DANA LOUISE& ABBOTT, BUDDY LUTHERPublic Notes:(56.12)2,404.972,461.0907121153 RE 2025 10/22/2025 508,700 497,100 (11,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,461.09 2,404.97 (56.12)2025001402MATTHEWS, LUNDIN RAY& MATTHEWS, JODIE KAYEPublic Notes:(505.14)2,955.973,461.1107123278 RE 2025 10/3/2025 545,400 465,800 (79,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,461.11 2,955.97 (505.14)2025000983TEEL, ELIZABETH& TEEL, JEREMYPublic Notes:(610.49)3,801.254,411.7407123334 RE 2025 10/17/2025 695,200 599,000 (96,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,411.74 3,801.25 (610.49)2025001244LOVELESS, WILLIAM K& LOVELESS, HOLLY KPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated387 Union CountyCorrection Listing ReportPage 71 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(502.60)3,709.244,211.8407123336 RE 2025 10/17/2025 663,700 584,500 (79,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,211.84 3,709.24 (502.60)2025001246POWELL, STEPHEN FPublic Notes:(532.84)2,559.123,091.9607126064 RE 2025 10/17/2025 461,900 382,300 (79,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,091.96 2,559.12 (532.84)2025001247AYALA, JESUS& AYALA, YESENIAPublic Notes:(1,088.44)2,668.233,756.6707126076 RE 2025 10/3/2025 561,200 398,600 (162,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,756.67 2,668.23 (1,088.44)2025000987FOUR CORNERS OF CHARLOTTEPublic Notes:(334.70)1,729.732,064.4307126138 RE 2025 10/17/2025 308,400 258,400 (50,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,064.43 1,729.73 (334.70)2025001248WOOTEN, ERNEST DANIELPublic Notes:(62.92)1,108.531,171.4507129191 RE 2025 10/17/2025 175,000 165,600 (9,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,171.45 1,108.53 (62.92)2025001250ALEXANDER, WILLIAM LARRYPublic Notes:(5,434.18)10,414.5315,848.7107129343 RE 2025 10/22/2025 2,367,600 1,555,800 (811,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL15,848.71 10,414.53 (5,434.18)2025001409STALLINGS POINTE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated388 Union CountyCorrection Listing ReportPage 72 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,218.20)3,682.564,900.7607129532 RE 2025 10/3/2025 753,500 566,200 (187,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,900.76 3,682.56 (1,218.20)2025000990TSAREVSKIY, LIYA& TSAREVSKIY, ALEKSEYPublic Notes:(20.08)2,659.532,679.6107129661 RE 2025 10/16/2025 400,300 397,300 (3,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,679.61 2,659.53 (20.08)2025001177WILLIAM, DEBORAH RPublic Notes:(105.09)2,826.882,931.9707129805 RE 2025 10/17/2025 438,000 422,300 (15,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,931.97 2,826.88 (105.09)2025001249PRESTON, PATRICIA ANNPublic Notes:(93.05)1,969.372,062.4207129944 RE 2025 10/9/2025 308,100 294,200 (13,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,062.42 1,969.37 (93.05)2025001061MICKEL, SUSAN JPublic Notes:(112.46)2,378.382,490.8407130004 RE 2025 10/17/2025 372,100 355,300 (16,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,490.84 2,378.38 (112.46)2025001251LEADEM, KAREN& LEADEM, MARKPublic Notes:(177.56)1,957.052,134.6107132009 RE 2025 10/17/2025 328,200 300,900 (27,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,134.61 1,957.05 (177.56)2025001252COHEN, WAYNE& COHEN, WENDYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated389 Union CountyCorrection Listing ReportPage 73 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(673.16)1,523.242,196.4007132011 RE 2025 10/17/2025 337,700 234,200 (103,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,196.40 1,523.24 (673.16)2025001253POTTER, ROAD FARM LLCPublic Notes:(78.05)1,058.851,136.9007132012 RE 2025 10/17/2025 174,800 162,800 (12,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,136.90 1,058.85 (78.05)2025001254POTTER ROAD FARM LLCPublic Notes:(701.13)3,159.643,860.7707132030I RE 2025 10/3/2025 593,600 485,800 (107,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,860.77 3,159.64 (701.13)2025000988BERTINO, TERRI APublic Notes:(81.95)2,187.302,269.2507132150 RE 2025 10/3/2025 348,900 336,300 (12,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,269.25 2,187.30 (81.95)2025000984SCHECHER, STEPHEN L& SCHECHER, DEBORAH LPublic Notes:(318.70)2,300.462,619.1607132161C RE 2025 10/3/2025 402,700 353,700 (49,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00235.40CHANGE VALUEDUE TO AN APPEALTax TTL2,619.16 2,300.46 (318.70)2025000981GARDNER, MAXINE E& GARDNER, BARRYPublic Notes:(399.99)2,370.712,770.7007132175 RE 2025 10/20/2025 426,000 364,500 (61,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,770.70 2,370.71 (399.99)2025001272MOWRY, MONICA CPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated390 Union CountyCorrection Listing ReportPage 74 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(85.21)2,705.012,790.2207132201 RE 2025 10/21/2025 429,000 415,900 (13,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,790.22 2,705.01 (85.21)2025001355MOLINELLI, ALEXA& LEWANDOWSKI, JONATHANPublic Notes:(223.74)2,673.792,897.5307132220 RE 2025 10/3/2025 445,500 411,100 (34,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,897.53 2,673.79 (223.74)2025000991INMAN, RICKY IVAN& INMAN, LINDA GPublic Notes:(91.05)2,729.732,820.7807132269 RE 2025 10/3/2025 433,700 419,700 (14,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,820.78 2,729.73 (91.05)2025000992LEACH, HALLIE EDWARDS& LEACH, JACOB WILLIAMPublic Notes:(244.55)2,698.512,943.0607132305 RE 2025 10/22/2025 452,500 414,900 (37,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,943.06 2,698.51 (244.55)2025001403THOMPSON, MERCY& BIANCHI, ANTHONYPublic Notes:(89.03)2,821.522,910.5507132426 RE 2025 10/3/2025 434,800 421,500 (13,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,910.55 2,821.52 (89.03)2025000982MOORE, DOUGLAS W III& AUSTIN, GWEN SPublic Notes:(194.80)2,887.123,081.9207132469 RE 2025 10/2/2025 460,400 431,300 (29,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,081.92 2,887.12 (194.80)2025000953BOISVERT, ALYSSA& SCHERER, CHRISTIANPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated391 Union CountyCorrection Listing ReportPage 75 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(280.55)2,847.583,128.1307135022C RE 2025 10/22/2025 651,151 592,751 (58,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,128.13 2,847.58 (280.55)2025001426MOORE, SANDRA JARRELLPublic Notes:(246.51)2,135.912,382.4207135033 RE 2025 10/21/2025 366,300 328,400 (37,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,382.42 2,135.91 (246.51)2025001356PARKER, STEPHANIE APublic Notes:(135.93)1,392.511,528.4407135034 RE 2025 10/21/2025 235,000 214,100 (20,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,528.44 1,392.51 (135.93)2025001357PARKER, JACKIE SPublic Notes:(316.10)1,868.282,184.3807138003A RE 2025 10/22/2025 454,700 388,900 (65,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,184.38 1,868.28 (316.10)2025001394PITT, STEPHEN E JR& PITT, ABBIE MOOREPublic Notes:(127.13)2,310.322,437.4507138281 RE 2025 10/21/2025 500,400 474,300 (26,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,437.45 2,310.32 (127.13)2025001364MARCHILDON, MONICA M& MARCHILDON, DANIEL WPublic Notes:(382.23)2,187.602,569.8307144044 RE 2025 10/3/2025 383,900 326,800 (57,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,569.83 2,187.60 (382.23)2025000980DOMINI, KYLE RPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated392 Union CountyCorrection Listing ReportPage 76 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,223.07)2,326.174,549.2407144197 RE 2025 10/16/2025 679,600 347,500 (332,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL4,549.24 2,326.17 (2,223.07)2025001170LINEBACK, MARTHA& BREITZMAN, NOAHPublic Notes:(209.53)3,956.154,165.6807144468 RE 2025 10/20/2025 622,300 591,000 (31,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,165.68 3,956.15 (209.53)2025001273DEAN, BRIAN SCOTT& DEAN, AUBREY JPublic Notes:(703.73)481.951,185.6807147114 RE 2025 10/16/2025 182,300 74,100 (108,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,185.68 481.95 (703.73)2025001214BAILEY, SUSANA EPublic Notes:(482.60)8,485.128,967.7207147756 RE 2025 10/21/2025 1,378,800 1,304,600 (74,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,967.72 8,485.12 (482.60)2025001365AQUINO, ELENA& AQUINO, DANIELPublic Notes:(527.48)4,231.284,758.7607147892 RE 2025 10/20/2025 710,900 632,100 (78,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,758.76 4,231.28 (527.48)2025001274SHORT, KATHY A& SHORT, SANDRA SPublic Notes:(835.77)3,159.643,995.4107150039 RE 2025 10/8/2025 614,300 485,800 (128,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.00617.32CHANGE VALUEDUE TO AN APPEALTax TTL3,995.41 3,159.64 (835.77)2025001043CHILDERS, CHRISTOPHER BPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated393 Union CountyCorrection Listing ReportPage 77 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(512.09)4,143.184,655.2707150071 RE 2025 10/15/2025 931,800 829,300 (102,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,655.27 4,143.18 (512.09)2025001125PRESSON, HEATHER& PRESSON, JONATHANPublic Notes:(1,111.61)5,060.456,172.0607150076 RE 2025 10/15/2025 1,235,400 1,012,900 (222,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,172.06 5,060.45 (1,111.61)2025001098PARAMORE, ROBERT EVETT TRU& PARAMORE, JENNIFER SOULPublic Notes:(1,030.68)3,757.494,788.1707150090 RE 2025 10/22/2025 958,400 752,100 (206,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,788.17 3,757.49 (1,030.68)2025001408JOHNSTON, FREDERICK D JR& JOHNSTON, MARY KATHERINPublic Notes:(520.58)3,185.953,706.5307150109 RE 2025 10/20/2025 741,900 637,700 (104,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,706.53 3,185.95 (520.58)2025001269KISER, ROSEMARY& KISER, FLAY STEVENPublic Notes:(342.11)6,860.427,202.5307150277 RE 2025 10/15/2025 1,107,400 1,054,800 (52,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,202.53 6,860.42 (342.11)2025001128HOLLOWAY, DANIELLE DAYTON& HOLLOWAY, JONATHAN WALTPublic Notes:(103.92)5,871.805,975.7207150639 RE 2025 10/15/2025 1,196,100 1,175,300 (20,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL5,975.72 5,871.80 (103.92)2025001140SACKS, STEVEN T& SACKS, NIKKIPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated394 Union CountyCorrection Listing ReportPage 78 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(95.03)4,053.104,148.1308051006E RE 2025 10/21/2025 820,600 801,800 (18,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,148.13 4,053.10 (95.03)2025001366ENGEL, JENNIFER R& ENGEL, ROBERT APublic Notes:(176.24)2,042.142,218.3808075011 RE 2025 10/15/2025 454,400 418,300 (36,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,218.38 2,042.14 (176.24)2025001155BRASWELL, DAVID ELTON& BRASWELL, WILLIAM WELDOPublic Notes:(191.87)1,379.651,571.5208081002A RE 2025 10/15/2025 321,900 282,600 (39,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,571.52 1,379.65 (191.87)2025001156GOODMAN, RICHARD JPublic Notes:(288.03)2,035.312,323.3408108009A RE 2025 10/16/2025 475,900 416,900 (59,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,323.34 2,035.31 (288.03)2025001189DEESE, MICHELLE& DEESE, RICHARD WPublic Notes:(70.14)903.58973.7208126010B RE 2025 10/15/2025 191,600 177,800 (13,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL973.72 903.58 (70.14)2025001157BENTON, AMY TALBERT& BENTON, JAMES LYNNPublic Notes:(529.54)825.831,355.3708165013 RE 2025 10/15/2025 266,700 162,500 (104,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,355.37 825.83 (529.54)2025001158BENTON, JAMES LYNN& BENTON, AMY TPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated395 Union CountyCorrection Listing ReportPage 79 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(87.41)177.87265.2808195012 RE 2025 10/15/2025 52,200 35,000 (17,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL265.28 177.87 (87.41)2025001159OUTEN, DORIS M TRUSTEEPublic Notes:(349.64)130.61480.2508198007 RE 2025 10/17/2025 94,500 25,700 (68,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL480.25 130.61 (349.64)2025001233BYRUM, TERESA CROOK& CROOK, MICHAEL EPublic Notes:(1,251.70)480.251,731.9508198007 RE 2025 10/15/2025 340,800 94,500 (246,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,731.95 480.25 (1,251.70)2025001108BYRUM, TERESA CROOK& CROOK, MICHAEL EPublic Notes:(235.81)811.591,047.4008201012 RE 2025 10/15/2025 206,100 159,700 (46,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,047.40 811.59 (235.81)2025001147SMITH, JOHN NEAL JR& SMITH, JULIE HPublic Notes:(2,376.29)6,043.118,419.4008225018 RE 2025 10/7/2025 1,648,600 1,183,300 (465,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,419.40 6,043.11 (2,376.29)2025001028YOUNCE, LAURA HPublic Notes:(1,255.45)5,811.027,066.4708234018A RE 2024 10/28/2025 1,045,800 860,000 (185,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,066.47 5,811.02 (1,255.45)2025001463BROOKS, ERIC V& BROOKS, JULIE PPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated396 Union CountyCorrection Listing ReportPage 80 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,701.38)5,331.147,032.5208264021H RE 2025 10/3/2025 1,440,500 1,092,000 (348,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,032.52 5,331.14 (1,701.38)2025001000MARINO, KONAN J& MARINO, KARA GPublic Notes:(733.33)1,507.322,240.6508264022D RE 2025 10/22/2025 440,900 296,600 (144,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,240.65 1,507.32 (733.33)2025001421GREENE, FRANCES ALLENPublic Notes:(632.71)1,076.481,709.1908267002J RE 2025 10/6/2025 350,100 220,500 (129,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,709.19 1,076.48 (632.71)2025001020STALLINGS, JEFFREY SHERRILPublic Notes:(173.13)1,202.701,375.8308282011 RE 2025 10/22/2025 269,400 235,500 (33,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.00173.13CHANGE VALUEDUE TO AN APPEALTax TTL1,375.83 1,202.70 (173.13)2025001399LANEY, RUTH TPublic Notes:(120.18)986.231,106.4108285007 RE 2025 10/16/2025 232,000 206,800 (25,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL1,106.41 986.23 (120.18)2025001205LITTLE, LEVONEPublic Notes:(115.15)3,854.883,970.0308291001 RE 2025 10/29/2025 613,700 595,900 (17,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,970.03 3,854.88 (115.15)2025001467OPYRCHAL, GERALD F& BRYAN, VIRGINIAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated397 Union CountyCorrection Listing ReportPage 81 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(140.20)2,260.512,400.7108294037 RE 2025 10/3/2025 503,400 474,000 (29,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL2,400.71 2,260.51 (140.20)2025001002PARRISH, UMARINPublic Notes:(964.24)3,764.314,728.5508300138 RE 2025 10/16/2025 540,900 430,600 (110,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,728.55 3,764.31 (964.24)2025001181LEPINO, ALICIA B& LEPINO, MICHAELPublic Notes:(1,494.13)19,381.2120,875.3408309020C RE 2025 10/16/2025 4,377,300 4,064,000 (313,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL20,875.34 19,381.21 (1,494.13)2025001206GRIFFIN, ANTHONY CPublic Notes:(6,730.45)16,695.0823,425.5308309020F RE 2025 10/16/2025 4,773,900 3,402,300 (1,371,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.006,730.45CHANGE VALUEDUE TO AN APPEALTax TTL23,425.53 16,695.08 (6,730.45)2025001208BIGHAM, MARGARET C& BIGHAM, KEVIN DWAYNEPublic Notes:(524.06)4,935.655,459.7108312205 RE 2025 10/15/2025 819,900 741,200 (78,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00524.06CHANGE VALUEDUE TO AN APPEALTax TTL5,459.71 4,935.65 (524.06)2025001139WICK, MARY S& WICK, JON GPublic Notes:(334.95)841.541,176.4909018003 RE 2025 10/22/2025 155,600 111,300 (44,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL1,176.49 841.54 (334.95)2025001388TREADAWAY, CALVIN EUGENEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated398 Union CountyCorrection Listing ReportPage 82 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(122.49)479.37601.8609022078 RE 2025 10/21/2025 79,600 63,400 (16,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL601.86 479.37 (122.49)2025001367DORSEY, CHARLIE AUSTINPublic Notes:(393.17)523.98917.1509022079 RE 2025 10/15/2025 121,300 69,300 (52,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL917.15 523.98 (393.17)2025001144HINSON, DESSIE HEIRSPublic Notes:(821.40)3,873.184,694.5809028006H RE 2025 10/21/2025 927,600 765,300 (162,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,694.58 3,873.18 (821.40)2025001368HUNTER, MONICA GRIFFIN& HUNTER, MATTHEW HPublic Notes:(200.42)626.04826.4609040010 RE 2025 10/15/2025 163,300 123,700 (39,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.00200.42CHANGE VALUEDUE TO AN APPEALTax TTL826.46 626.04 (200.42)2025001160JOHNSON, JANET PPublic Notes:(430.98)21.17452.1509057002Y RE 2025 10/6/2025 59,800 2,800 (57,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL452.15 21.17 (430.98)2025001016ONEILL, JOSEPH DONALDPublic Notes:(2,730.13)25,801.1428,531.2709143007H RE 2025 10/15/2025 3,263,700 2,951,400 (312,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL28,531.27 25,801.14 (2,730.13)2025001135MORGAN MILL PARTNERS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated399 Union CountyCorrection Listing ReportPage 83 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(3,841.24)11,608.5015,449.7409155001B RE 2025 10/22/2025 1,767,300 1,327,900 (439,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL15,449.74 11,608.50 (3,841.24)2025001410UC QOZB II LLCPublic Notes:(7,583.69)32,345.4039,929.0909156026 RE 2025 10/16/2025 4,567,500 3,700,000 (867,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL39,929.09 32,345.40 (7,583.69)2025001201JSK HOSPITALITY LLCPublic Notes:(1,062.15)118.021,180.1709159049 RE 2025 10/15/2025 135,000 13,500 (121,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,180.17 118.02 (1,062.15)2025001096RUSSELL, DAVID NORMANPublic Notes:(1,443.30)5,750.497,193.7909162010 RE 2025 10/7/2025 822,900 657,800 (165,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,193.79 5,750.49 (1,443.30)2025001040DEAL, KENNETH& DEAL, SHERRIEPublic Notes:(1,193.28)12,132.1513,325.4309177001 RE 2025 10/15/2025 1,524,300 1,387,800 (136,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL13,325.43 12,132.15 (1,193.28)2025001136CONSTRUCTION FINANCIAL SERPublic Notes:(5,293.28)10,490.4015,783.6809188095 RE 2025 10/16/2025 1,805,500 1,200,000 (605,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL15,783.68 10,490.40 (5,293.28)2025001200ECONOMY, INN INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated400 Union CountyCorrection Listing ReportPage 84 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(3,815.89)3,224.927,040.8109189021 RE 2025 10/6/2025 805,400 368,900 (436,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,040.81 3,224.92 (3,815.89)2025001021LITTLE, ROSALIE EPublic Notes:(4,290.58)25,937.5130,228.0909191006A RE 2025 10/15/2025 3,457,800 2,967,000 (490,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL30,228.09 25,937.51 (4,290.58)2025001101BIRCHWOOD MONROE HOLDINGSPublic Notes:(7,450.80)142,092.47149,543.2709195022A RE 2025 10/31/2025 17,106,300 16,254,000 (852,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL149,543.27 142,092.47 (7,450.80)2025001510WILLOW GLEN ROCKFORD LLC E& WILLOW GLEN WESTGATE LLPublic Notes:(506.17)3,797.524,303.6909195136A RE 2025 10/21/2025 492,300 434,400 (57,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,303.69 3,797.52 (506.17)2025001369HUNTER, BRENDA SPublic Notes:(10,053.30)131,130.00141,183.3009198006 RE 2025 10/22/2025 16,150,000 15,000,000 (1,150,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL141,183.30 131,130.00 (10,053.30)2025001425VILLAGE SQUARE INVESTORS LPublic Notes:(245.65)3,189.083,434.7309216037 RE 2025 10/22/2025 392,900 364,800 (28,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,434.73 3,189.08 (245.65)2025001373STRAWN, SANDRA MPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated401 Union CountyCorrection Listing ReportPage 85 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(367.17)685.371,052.5409228159C RE 2025 10/22/2025 120,400 78,400 (42,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.00182.37CHANGE VALUEDUE TO AN APPEALTax TTL1,052.54 685.37 (367.17)2025001374D K PROPERTIES OF UNION LLPublic Notes:(75.18)1,047.291,122.4709228169 RE 2025 10/15/2025 128,400 119,800 (8,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,122.47 1,047.29 (75.18)2025001145MASSEY, MICHAEL SCOTT TRUS& MASSEY, RACHEL BRYANT TPublic Notes:(1,972.20)0.001,972.2009229016 RE 2025 10/20/2025 225,600 0 (225,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL1,972.20 0.00 (1,972.20)2025001307OPERATION REACHOUT INCPublic Notes:(932.77)2,266.803,199.5709229130 RE 2025 10/27/2025 366,000 259,300 (106,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL3,199.57 2,266.80 (932.77)2025001453JT BURNS & CO LLCPublic Notes:(333.94)2,707.403,041.3409232153 RE 2025 10/22/2025 347,900 309,700 (38,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.00165.86CHANGE VALUEDUE TO AN APPEALTax TTL3,041.34 2,707.40 (333.94)2025001375PARKS, JANET SPublic Notes:(1,334.90)2,374.333,709.2309235029 RE 2025 10/22/2025 424,300 271,600 (152,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,709.23 2,374.33 (1,334.90)2025001420K ODOM HOLDINGS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated402 Union CountyCorrection Listing ReportPage 86 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(613.46)886.321,499.7809253051 RE 2025 10/15/2025 310,000 183,200 (126,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,499.78 886.32 (613.46)2025001107VANDERLIP, MARTY& VANDERLIP, TERESAPublic Notes:(6,455.97)4,939.2311,395.2009259001 RE 2025 10/22/2025 1,303,500 565,000 (738,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL11,395.20 4,939.23 (6,455.97)2025001391TY-PAR REALTY INCPublic Notes:(49,055.73)102,471.10151,526.8309261008B RE 2025 10/16/2025 17,333,200 11,721,700 (5,611,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL151,526.83 102,471.10 (49,055.73)2025001203SHRI, VASUDEV HOSPITALITYPublic Notes:(17,591.53)44,584.2062,175.7309261017 RE 2025 10/16/2025 7,112,300 5,100,000 (2,012,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL62,175.73 44,584.20 (17,591.53)2025001197SHRI KRISHNA INCPublic Notes:(11,744.00)310,612.88322,356.8809264027 RE 2025 10/31/2025 36,874,500 35,531,100 (1,343,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL322,356.88 310,612.88 (11,744.00)2025001509CHASE HERITAGE LLC& CHASE ROCKFORD LLC ET APublic Notes:(2,033.39)5,830.047,863.4309273225 RE 2025 10/7/2025 899,500 666,900 (232,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,863.43 5,830.04 (2,033.39)2025001035BAKER, ALEXIS VICTORIA& EVERSON, JONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated403 Union CountyCorrection Listing ReportPage 87 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,095.46)4,731.176,826.6309276060 RE 2025 10/27/2025 780,900 541,200 (239,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL6,826.63 4,731.17 (2,095.46)2025001455JT BURNS & CO LLCPublic Notes:(725.59)1,071.771,797.3609298056 RE 2025 10/22/2025 205,600 122,600 (83,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,797.36 1,071.77 (725.59)2025001376PHILLIPS, DAVID& PHILLIPS, DARRELLPublic Notes:(63.82)2,010.662,074.4809298079B46 RE 2025 10/15/2025 237,300 230,000 (7,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.0031.70CHANGE VALUEPER BERTax TTL2,074.48 2,010.66 (63.82)2025001143HARBIN, JAMES ANTHONY JR& HARBIN, JOAN LOUISEPublic Notes:(3,804.52)15,506.5619,311.0809298362 RE 2025 10/31/2025 2,209,000 1,773,800 (435,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL19,311.08 15,506.56 (3,804.52)2025001508CPAM PARK MONROE LLCPublic Notes:(3,438.23)44,721.4548,159.6809301002 RE 2025 10/22/2025 5,509,000 5,115,700 (393,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL48,159.68 44,721.45 (3,438.23)2025001390TY-PAR REALTY INCPublic Notes:(9,628.44)107,921.74117,550.1809301002G RE 2025 10/16/2025 13,446,600 12,345,200 (1,101,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL117,550.18 107,921.74 (9,628.44)2025001198SREE-TBM-MONROE LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated404 Union CountyCorrection Listing ReportPage 88 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,250.98)5,523.206,774.1809301033 RE 2025 10/15/2025 774,900 631,800 (143,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL6,774.18 5,523.20 (1,250.98)2025001137ROLAND DRIVE INVESTMENTS LPublic Notes:(979.98)3,143.624,123.6009301173 RE 2025 10/22/2025 471,700 359,600 (112,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,123.60 3,143.62 (979.98)2025001377SIMS, TRACY& SIMS, CHRISTOPHERPublic Notes:(1,153.07)5,013.546,166.6109301274 RE 2025 10/22/2025 705,400 573,500 (131,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,166.61 5,013.54 (1,153.07)2025001378GUPTILL, JENNIFER P& GUPTILL, STEVEN DPublic Notes:(736.07)3,745.954,482.0209303021 RE 2025 10/22/2025 512,700 428,500 (84,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,482.02 3,745.95 (736.07)2025001379SALMERON, JUAN FRANCISCOPublic Notes:(79.46)1,239.641,319.1009321018 RE 2025 10/22/2025 273,900 257,400 (16,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL1,319.10 1,239.64 (79.46)2025001398BROWNING, HENRY BAXTERPublic Notes:(11.37)2,869.122,880.4909321428 RE 2025 10/22/2025 329,500 328,200 (1,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,880.49 2,869.12 (11.37)2025001380CALLOWAY, GENNA ANNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated405 Union CountyCorrection Listing ReportPage 89 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,057.87)3,815.885,873.7509336005 RE 2025 10/22/2025 671,900 436,500 (235,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL5,873.75 3,815.88 (2,057.87)2025001392VILLAGE, SQ I & II LLCPublic Notes:(514.03)3,100.793,614.8209339004 RE 2025 10/22/2025 413,500 354,700 (58,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00255.31CHANGE VALUEDUE TO AN APPEALTax TTL3,614.82 3,100.79 (514.03)2025001381THE MOORE BROTHERS PROPERTPublic Notes:(2,782.58)4,565.957,348.5309339050 RE 2025 10/22/2025 840,600 522,300 (318,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL7,348.53 4,565.95 (2,782.58)2025001382MCCOY, KENSLEYPublic Notes:(1,181.04)3,370.924,551.9609339076 RE 2025 10/22/2025 520,700 385,600 (135,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,551.96 3,370.92 (1,181.04)2025001383FINCHER, HEATHER MPublic Notes:(325.20)3,042.223,367.4209339086 RE 2025 10/22/2025 385,200 348,000 (37,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.00161.52CHANGE VALUEDUE TO AN APPEALTax TTL3,367.42 3,042.22 (325.20)2025001384SMITH, DAVID ALANPublic Notes:(923.16)4,489.895,413.0509339087 RE 2025 10/22/2025 619,200 513,600 (105,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,413.05 4,489.89 (923.16)2025001385MENSHCHIKOVA, ELENA& MENSHCHIKOV, VLADIMIRPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated406 Union CountyCorrection Listing ReportPage 90 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,633.09)7,953.4710,586.5609342114 RE 2025 10/15/2025 1,211,000 909,800 (301,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL10,586.56 7,953.47 (2,633.09)2025001138KLJ PROPERTIES LLCPublic Notes:(1,232.62)2,466.993,699.6109345004B RE 2025 10/7/2025 423,200 282,200 (141,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,699.61 2,466.99 (1,232.62)2025001036DECKER, LUCILA S MARIA& DECKER, RICHARD NPublic Notes:(211.90)784.24996.1409345005A RE 2025 10/22/2025 205,900 162,100 (43,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL996.14 784.24 (211.90)2025001419HENRY, CURTIS& HENRY, LINDA PRESSLEYPublic Notes:(242.38)1,405.441,647.8209345044 RE 2025 10/20/2025 340,600 290,500 (50,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,647.82 1,405.44 (242.38)2025001275JOHNSTON, JEREMIAH MACKPublic Notes:(714.57)2,572.853,287.4209348259 RE 2025 10/22/2025 679,500 531,800 (147,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,287.42 2,572.85 (714.57)2025001386ALLMON, LISA& ALLMON, LARRYPublic Notes:(688.68)2,057.882,746.5609351016C RE 2025 10/7/2025 570,300 427,300 (143,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,746.56 2,057.88 (688.68)2025001038NEMANICH, MICHELLE ANNPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated407 Union CountyCorrection Listing ReportPage 91 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(592.85)1,628.292,221.1409351025A RE 2025 10/7/2025 461,200 338,100 (123,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,221.14 1,628.29 (592.85)2025001037ACKERLY, STACEY& ACKERLY, STEPHENPublic Notes:(523.50)548.541,072.0409351126 RE 2025 10/6/2025 222,600 113,900 (108,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,072.04 548.54 (523.50)2025001022TURNER, ROBERT LEONARD HEIPublic Notes:(804.08)1,847.632,651.7109351215 RE 2025 10/22/2025 548,100 381,900 (166,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,651.71 1,847.63 (804.08)2025001387KOSTADINOV, STAS& ANDREEV, TONIPublic Notes:(193.19)4,074.654,267.8409351403 RE 2025 10/16/2025 488,200 466,100 (22,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,267.84 4,074.65 (193.19)2025001178KODWANI, LUCKY& JAGWANI, SATISH KUMARPublic Notes:(1,207.38)512.901,720.2809354131 RE 2025 10/7/2025 357,200 106,500 (250,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.001,207.38CHANGE VALUEDUE TO AN APPEALTax TTL1,720.28 512.90 (1,207.38)2025001031CRAWFORD, DEBORAH B HEIRSPublic Notes:(10.65)1,278.681,289.3309372008 RE 2025 10/20/2025 266,500 264,300 (2,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,289.33 1,278.68 (10.65)2025001276WILLIAMS, DONNA TPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated408 Union CountyCorrection Listing ReportPage 92 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(255.45)1,060.491,315.9409375018 RE 2025 10/22/2025 272,000 219,200 (52,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,315.94 1,060.49 (255.45)2025001396WOLFE, LELAND MACK ET AL& WOLFE, JANET ROBBPublic Notes:(131.11)990.821,121.9309375020 RE 2025 10/22/2025 231,900 204,800 (27,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,121.93 990.82 (131.11)2025001395WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:(79.35)148.04227.3909375066 RE 2025 10/20/2025 47,000 30,600 (16,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL227.39 148.04 (79.35)2025001277BROOKS, DANNY PARNELLPublic Notes:(79.83)148.04227.8709375067 RE 2025 10/20/2025 47,100 30,600 (16,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL227.87 148.04 (79.83)2025001280BROOKS, DANNY PARNELLPublic Notes:(80.31)149.01229.3209375070 RE 2025 10/20/2025 47,400 30,800 (16,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL229.32 149.01 (80.31)2025001281BROOKS, DANNY PARNELLPublic Notes:(81.77)936.151,017.9209375132 RE 2025 10/22/2025 210,400 193,500 (16,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,017.92 936.15 (81.77)2025001397WOLFE, JANET ROBB& WOLFE, LELAND MACKPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated409 Union CountyCorrection Listing ReportPage 93 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(121.92)781.82903.7409375162 RE 2025 10/22/2025 186,800 161,600 (25,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL903.74 781.82 (121.92)2025001431SNEAD, CHARLES FRANKLIN JR& SNEAD, DELANA TURNERPublic Notes:(381.71)1,612.511,994.2209402154 RE 2025 10/20/2025 412,200 333,300 (78,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,994.22 1,612.51 (381.71)2025001294BUCKALEW, PATIA C& BUCKALEW, GERALD R JRPublic Notes:(494.80)2,618.953,113.7509405004B RE 2025 10/22/2025 670,200 563,700 (106,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,113.75 2,618.95 (494.80)2025001414ROBERTS, TRACY SHOCKLEY& CLEVENGER, JOHN MPublic Notes:(238.39)1,510.981,749.3709405004D RE 2025 10/22/2025 363,240 313,740 (49,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,749.37 1,510.98 (238.39)2025001428RODDEN, MICHAEL C& RODDEN, MARGARET RUTHPublic Notes:(456.22)1,882.952,339.1709405052 RE 2025 10/20/2025 483,500 389,200 (94,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,339.17 1,882.95 (456.22)2025001295COHN, JOSEPH A& COHN, RACHEL MPublic Notes:(700.73)3,117.883,818.6109408054 RE 2025 10/22/2025 792,900 647,400 (145,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,818.61 3,117.88 (700.73)2025001413BETZ, RENEE& BETZ, EUGENE MPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated410 Union CountyCorrection Listing ReportPage 94 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(44.38)79.89124.272785087 PP 2025 10/9/2025 25,987 16,706 (9,281)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL124.27 79.89 (44.38)2025001071HANNAH, RICHARD EUGENE JRPublic Notes:(14.24)375.83390.07304201 PP 2025 10/15/2025 78,077 75,227 (2,850)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL390.07 375.83 (14.24)2025001119ALLEY, CHARLES THOMAS JRPublic Notes:(7.62)512.65520.27305222 PP 2025 10/16/2025 102,376 100,876 (1,500)(0.76)52.03 51.27ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL572.30 563.92 (8.38)2025001228ANDERSON, ROBIN JANSSEN& ANDERSON, SCOTT EUGENEPublic Notes:(118.61)0.00118.61334666 PP 2025 10/23/2025 18,142 0 (18,142)(11.86)11.86 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL130.47 0.00 (130.47)2025001432GARCIA, RENEPublic Notes:(54.84)0.0054.84334666 PP 2024 10/23/2025 6,553 0 (6,553)(5.48)5.48 0.00ValueLLTaxINT0.000.00 0.0046.98DUPLICATEASSESSMENTTax TTL60.32 0.00 (60.32)2025001432GARCIA, RENEPublic Notes:(54.08)0.0054.08334666 PP 2023 10/23/2025 6,553 0 (6,553)(5.41)5.41 0.00ValueLLTaxINT0.000.00 0.0046.15DUPLICATEASSESSMENTTax TTL59.49 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(19.76)2025000976CAROTHERS HOLDING COMPANYPublic Notes:(45.48)0.0045.48409579 PP 2025 10/21/2025 5,202 0 (5,202)(4.55)4.55 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL50.03 0.00 (50.03)2025001311EGLOBALSALES LLCPublic Notes:(84.78)0.0084.78410367 PP 2025 10/6/2025 13,106 0 (13,106)(8.48)8.48 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL93.26 0.00 (93.26)2025001003GREEN FROG WATERPROOFING LPublic Notes:(145.77)0.00145.77410445 PP 2025 10/2/2025 22,533 0 (22,533)(14.58)14.58 0.00ValueLLTaxINT0.000.00 0.00118.21CLERICAL ERRORTax TTL160.35 0.00 (160.35)2025000967GS MINT/ A&D COINSPublic Notes:0.0062.7762.77412110 PP 2025 10/6/2025 9,377 9,377 0(4.22)4.22 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL66.99 62.77 (4.22)2025001024MARLIN LEASING CORPORATIONPublic Notes:(22.93)0.0022.93412146 PP 2025 10/27/2025 4,762 0 (4,762)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL22.93 0.00 (22.93)2025001444MARTIN IRRIGATION INCPublic 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1997-2025 DEVNET Incorporated417 Union CountyCorrection Listing ReportPage 101 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(6,258.98)411.366,670.34631550 PP 2025 10/14/2025 763,022 47,056 (715,966)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL6,670.34 411.36 (6,258.98)2025001092THE BUILDING BLOCKS CENTER& ALSTON, WALLACEPublic Notes:(46.17)0.0046.17640425 PP 2025 10/16/2025 7,062 0 (7,062)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL46.17 0.00 (46.17)2025001226BENMAC STUDIOS LLCPublic Notes:(12.94)0.0012.94640872 PP 2025 10/6/2025 2,000 0 (2,000)(1.29)1.29 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL14.23 0.00 (14.23)20250010102 MANY COMMAS LLCPublic Notes:0.002,744.382,744.38648164 PP 2025 10/6/2025 313,930 313,930 0(274.44)274.44 0.00ValueLLTaxINT0.000.00 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15.81 (1.58)2025001320AMERICAN RESIDENTIAL LEASIPublic Notes:0.0053.8553.85660107 PP 2025 10/28/2025 6,160 6,160 0(5.39)5.39 0.00ValueLLTaxINT0.000.00 0.002.68LATE LISTPENALTY CHANGETax TTL59.24 53.85 (5.39)2025001321AMH 2014-2 BORROWER LPPublic Notes:0.0031.6231.62660108 PP 2025 10/21/2025 4,106 4,106 0(3.16)3.16 0.00ValueLLTaxINT0.000.00 0.003.16LATE LISTPENALTY CHANGETax TTL34.78 31.62 (3.16)2025001323AMH 2014-2 BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated422 Union CountyCorrection Listing ReportPage 106 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0053.7053.70660109 PP 2025 10/28/2025 8,213 8,213 0(5.37)5.37 0.00ValueLLTaxINT0.000.00 0.003.97LATE LISTPENALTY CHANGETax TTL59.07 53.70 (5.37)2025001330AMH 2014-2 BORROWER LPPublic Notes:0.00119.54119.54660110 PP 2025 10/28/2025 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CountyCorrection Listing ReportPage 107 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0079.0779.07660116 PP 2025 10/21/2025 10,266 10,266 0(7.91)7.91 0.00ValueLLTaxINT0.000.00 0.007.91LATE LISTPENALTY CHANGETax TTL86.98 79.07 (7.91)2025001328AMH NC PROPERTIES TWO LPPublic Notes:0.00201.36201.36660117 PP 2025 10/28/2025 30,798 30,798 0(20.14)20.14 0.00ValueLLTaxINT0.000.00 0.0014.90LATE LISTPENALTY CHANGETax TTL221.50 201.36 (20.14)2025001329AMH NC PROPERTIES TWO LPPublic Notes:0.0040.0640.06660118 PP 2025 10/28/2025 6,160 6,160 0(4.01)4.01 0.00ValueLLTaxINT0.000.00 0.002.96LATE LISTPENALTY CHANGETax TTL44.07 40.06 (4.01)2025001332AMH NC PROPERTIES TWO LPPublic Notes:0.00225.79225.79660119 PP 2025 10/21/2025 34,904 34,904 0(22.58)22.58 0.00ValueLLTaxINT0.000.00 0.0016.65LATE LISTPENALTY CHANGETax TTL248.37 225.79 (22.58)2025001333AMH NC PROPERTIES TWO LPPublic Notes:0.0013.0313.03660120 PP 2025 10/28/2025 2,053 2,053 0(1.30)1.30 0.00ValueLLTaxINT0.000.00 0.000.95LATE LISTPENALTY CHANGETax TTL14.33 13.03 (1.30)2025001316AMH NC PROPERTIES TWO LPPublic Notes:0.0068.7268.72660121 PP 2025 10/28/2025 10,266 10,266 0(6.87)6.87 0.00ValueLLTaxINT0.000.00 0.006.87LATE LISTPENALTY CHANGETax TTL75.59 68.72 (6.87)2025001317AMH NC PROPERTIES TWO LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated424 Union CountyCorrection Listing ReportPage 108 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0041.0241.02660122 PP 2025 10/28/2025 6,160 6,160 0(4.10)4.10 0.00ValueLLTaxINT0.000.00 0.004.10LATE LISTPENALTY CHANGETax TTL45.12 41.02 (4.10)2025001318AMH NC PROPERTIES TWO LPPublic Notes:0.00217.54217.54660123 PP 2025 10/28/2025 45,170 45,170 0(21.75)21.75 0.00ValueLLTaxINT0.000.00 0.0021.75LATE LISTPENALTY CHANGETax TTL239.29 217.54 (21.75)2025001319AMH NC PROPERTIES TWO LPPublic Notes:0.00119.20119.20660124 PP 2025 10/31/2025 24,638 24,638 0(11.92)11.92 0.00ValueLLTaxINT0.000.00 0.0011.92LATE LISTPENALTY CHANGETax TTL131.12 119.20 (11.92)2025001496AMH NC PROPERTIES TWO LPPublic Notes:0.0049.3249.32660125 PP 2025 10/31/2025 10,266 10,266 0(4.93)4.93 0.00ValueLLTaxINT0.000.00 0.004.93LATE LISTPENALTY CHANGETax TTL54.25 49.32 (4.93)2025001495AMH NC PROPERTIES TWO LPPublic Notes:0.009.549.54660126 PP 2025 10/31/2025 2,053 2,053 0(0.95)0.95 0.00ValueLLTaxINT0.000.00 0.000.95LATE LISTPENALTY CHANGETax TTL10.49 9.54 (0.95)2025001494AMH NC PROPERTIES TWO LPPublic Notes:0.0013.0813.08660127 PP 2025 10/31/2025 2,053 2,053 0(1.31)1.31 0.00ValueLLTaxINT0.000.00 0.001.31LATE LISTPENALTY CHANGETax TTL14.39 13.08 (1.31)2025001493AMH NC PROPERTIES TWO LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated425 Union CountyCorrection Listing ReportPage 109 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0017.9517.95660138 PP 2025 10/31/2025 2,053 2,053 0(1.80)1.80 0.00ValueLLTaxINT0.000.00 0.000.89LATE LISTPENALTY CHANGETax TTL19.75 17.95 (1.80)2025001492AMH 2014-3 BORROWER LPPublic Notes:0.0047.4447.44660139 PP 2025 10/31/2025 6,160 6,160 0(4.74)4.74 0.00ValueLLTaxINT0.000.00 0.004.74LATE LISTPENALTY CHANGETax TTL52.18 47.44 (4.74)2025001491AMH 2014-3 BORROWER LPPublic Notes:0.00241.63241.63660140 PP 2025 10/31/2025 36,958 36,958 00.0024.16 24.16ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL265.79 265.79 0.002025001490AMH 2014-3 BORROWER LPPublic Notes:0.0080.1280.12660141 PP 2025 10/31/2025 12,319 12,319 0(8.01)8.01 0.00ValueLLTaxINT0.000.00 0.005.92LATE LISTPENALTY CHANGETax TTL88.13 80.12 (8.01)2025001506AMH 2014-3 BORROWER LPPublic Notes:0.00305.49305.49660142 PP 2025 10/31/2025 47,224 47,224 0(30.55)30.55 0.00ValueLLTaxINT0.000.00 0.0022.52LATE LISTPENALTY CHANGETax TTL336.04 305.49 (30.55)2025001505AMH 2014-3 BORROWER LPPublic Notes:0.0026.0626.06660143 PP 2025 10/31/2025 4,106 4,106 0(2.61)2.61 0.00ValueLLTaxINT0.000.00 0.001.91LATE LISTPENALTY CHANGETax TTL28.67 26.06 (2.61)2025001504AMH 2014-3 BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated426 Union CountyCorrection Listing ReportPage 110 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0027.4927.49660144 PP 2025 10/31/2025 4,106 4,106 0(2.75)2.75 0.00ValueLLTaxINT0.000.00 0.002.75LATE LISTPENALTY CHANGETax TTL30.24 27.49 (2.75)2025001489AMH 2014-3 BORROWER LPPublic Notes:0.0027.3427.34660145 PP 2025 10/31/2025 4,106 4,106 0(2.73)2.73 0.00ValueLLTaxINT0.000.00 0.002.73LATE LISTPENALTY CHANGETax TTL30.07 27.34 (2.73)2025001503AMH 2014-3 BORROWER LPPublic Notes:0.009.899.89660146 PP 2025 10/31/2025 2,053 2,053 0(0.99)0.99 0.00ValueLLTaxINT0.000.00 0.000.99LATE LISTPENALTY CHANGETax TTL10.88 9.89 (0.99)2025001474AMH 2014-3 BORROWER LPPublic Notes:0.0079.4779.47660147 PP 2025 10/31/2025 16,426 16,426 0(7.95)7.95 0.00ValueLLTaxINT0.000.00 0.007.95LATE LISTPENALTY CHANGETax TTL87.42 79.47 (7.95)2025001475AMH 2014-3 BORROWER LPPublic Notes:0.009.869.86660148 PP 2025 10/31/2025 2,053 2,053 0(0.99)0.99 0.00ValueLLTaxINT0.000.00 0.000.99LATE LISTPENALTY CHANGETax TTL10.85 9.86 (0.99)2025001476AMH 2014-3 BORROWER LPPublic Notes:0.009.549.54660149 PP 2025 10/31/2025 2,053 2,053 0(0.95)0.95 0.00ValueLLTaxINT0.000.00 0.000.95LATE LISTPENALTY CHANGETax TTL10.49 9.54 (0.95)2025001477AMH 2014-3 BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated427 Union CountyCorrection Listing ReportPage 111 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0026.1526.15660150 PP 2025 10/31/2025 4,106 4,106 0(2.62)2.62 0.00ValueLLTaxINT0.000.00 0.002.62LATE LISTPENALTY CHANGETax TTL28.77 26.15 (2.62)2025001478AMH 2014-3 BORROWER LPPublic Notes:0.00143.60143.60660161 PP 2025 10/31/2025 16,426 16,426 0(14.36)14.36 0.00ValueLLTaxINT0.000.00 0.007.13LATE LISTPENALTY CHANGETax TTL157.96 143.60 (14.36)2025001479AMH 2015-1 BORROWER LPPublic Notes:0.0063.2663.26660162 PP 2025 10/31/2025 8,213 8,213 0(6.33)6.33 0.00ValueLLTaxINT0.000.00 0.006.33LATE LISTPENALTY CHANGETax TTL69.59 63.26 (6.33)2025001473AMH 2015-1 BORROWER LPPublic Notes:0.00147.66147.66660163 PP 2025 10/31/2025 22,585 22,585 0(14.77)14.77 0.00ValueLLTaxINT0.000.00 0.0010.93LATE LISTPENALTY CHANGETax TTL162.43 147.66 (14.77)2025001480AMH 2015-1 BORROWER LPPublic Notes:0.0026.7126.71660164 PP 2025 10/31/2025 4,106 4,106 0(2.67)2.67 0.00ValueLLTaxINT0.000.00 0.001.97LATE LISTPENALTY CHANGETax TTL29.38 26.71 (2.67)2025001481AMH 2015-1 BORROWER LPPublic Notes:0.00132.82132.82660165 PP 2025 10/31/2025 20,532 20,532 0(13.28)13.28 0.00ValueLLTaxINT0.000.00 0.009.79LATE LISTPENALTY CHANGETax TTL146.10 132.82 (13.28)2025001482AMH 2015-1 BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated428 Union CountyCorrection Listing ReportPage 112 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0013.0313.03660166 PP 2025 10/31/2025 2,053 2,053 0(1.30)1.30 0.00ValueLLTaxINT0.000.00 0.000.95LATE LISTPENALTY CHANGETax TTL14.33 13.03 (1.30)2025001483AMH 2015-1 BORROWER LPPublic Notes:0.0027.4927.49660167 PP 2025 10/30/2025 4,106 4,106 0(2.75)2.75 0.00ValueLLTaxINT0.000.00 0.002.75LATE LISTPENALTY CHANGETax TTL30.24 27.49 (2.75)2025001468AMH 2015-1 BORROWER LPPublic Notes:0.0027.3427.34660168 PP 2025 10/28/2025 4,106 4,106 0(2.73)2.73 0.00ValueLLTaxINT0.000.00 0.002.73LATE LISTPENALTY CHANGETax TTL30.07 27.34 (2.73)2025001257AMH 2015-1 BORROWER LPPublic Notes:0.00109.27109.27660169 PP 2025 10/28/2025 22,585 22,585 0(10.93)10.93 0.00ValueLLTaxINT0.000.00 0.0010.93LATE LISTPENALTY CHANGETax TTL120.20 109.27 (10.93)2025001258AMH 2015-1 BORROWER LPPublic Notes:0.0029.5929.59660170 PP 2025 10/31/2025 6,160 6,160 0(2.96)2.96 0.00ValueLLTaxINT0.000.00 0.002.96LATE LISTPENALTY CHANGETax TTL32.55 29.59 (2.96)2025001471AMH 2015-1 BORROWER LPPublic Notes:0.0019.0819.08660171 PP 2025 10/31/2025 4,106 4,106 0(1.91)1.91 0.00ValueLLTaxINT0.000.00 0.001.91LATE LISTPENALTY CHANGETax TTL20.99 19.08 (1.91)2025001470AMH 2015-1 BORROWER LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated429 Union CountyCorrection Listing ReportPage 113 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0019.5819.58660172 PP 2025 10/31/2025 4,106 4,106 0(1.96)1.96 0.00ValueLLTaxINT0.000.00 0.001.96LATE LISTPENALTY CHANGETax TTL21.54 19.58 (1.96)2025001469AMH 2015-1 BORROWER LPPublic Notes:0.0039.2339.23660173 PP 2025 10/28/2025 6,160 6,160 0(3.92)3.92 0.00ValueLLTaxINT0.000.00 0.003.92LATE LISTPENALTY CHANGETax TTL43.15 39.23 (3.92)2025001464AMH 2015-1 BORROWER LPPublic Notes:0.0010.4310.43660174 PP 2025 10/28/2025 2,053 2,053 0(1.04)1.04 0.00ValueLLTaxINT0.000.00 0.001.00LATE LISTPENALTY CHANGETax TTL11.47 10.43 (1.04)2025001344AMH 2015-1 BORROWER LPPublic Notes:0.00448.73448.73660175 PP 2025 10/28/2025 51,330 51,330 0(44.87)44.87 0.00ValueLLTaxINT0.000.00 0.0022.29LATE LISTPENALTY CHANGETax TTL493.60 448.73 (44.87)2025001345AMH NC PROPERTIES LPPublic Notes:0.00537.67537.67660176 PP 2025 10/31/2025 69,809 69,809 0(53.77)53.77 0.00ValueLLTaxINT0.000.00 0.0053.77LATE LISTPENALTY CHANGETax TTL591.44 537.67 (53.77)2025001472AMH NC PROPERTIES LPPublic Notes:0.00711.47711.47660177 PP 2025 10/31/2025 108,820 108,820 0(71.15)71.15 0.00ValueLLTaxINT0.000.00 0.0052.65LATE LISTPENALTY CHANGETax TTL782.62 711.47 (71.15)2025001485AMH NC PROPERTIES LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated430 Union CountyCorrection Listing ReportPage 114 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.00280.43280.43660178 PP 2025 10/31/2025 43,117 43,117 0(28.04)28.04 0.00ValueLLTaxINT0.000.00 0.0020.71LATE LISTPENALTY CHANGETax TTL308.47 280.43 (28.04)2025001486AMH NC PROPERTIES LPPublic Notes:0.00664.11664.11660179 PP 2025 10/31/2025 102,660 102,660 0(66.41)66.41 0.00ValueLLTaxINT0.000.00 0.0048.96LATE LISTPENALTY CHANGETax TTL730.52 664.11 (66.41)2025001487AMH NC PROPERTIES LPPublic Notes:0.00247.56247.56660180 PP 2025 10/31/2025 39,011 39,011 0(24.76)24.76 0.00ValueLLTaxINT0.000.00 0.0018.13LATE LISTPENALTY CHANGETax TTL272.32 247.56 (24.76)2025001488AMH NC PROPERTIES LPPublic Notes:0.00137.44137.44660181 PP 2025 10/28/2025 20,532 20,532 0(13.74)13.74 0.00ValueLLTaxINT0.000.00 0.0013.74LATE LISTPENALTY CHANGETax TTL151.18 137.44 (13.74)2025001339AMH NC PROPERTIES LPPublic Notes:0.0027.3427.34660182 PP 2025 10/28/2025 4,106 4,106 0(2.73)2.73 0.00ValueLLTaxINT0.000.00 0.002.73LATE LISTPENALTY CHANGETax TTL30.07 27.34 (2.73)2025001340AMH NC PROPERTIES LPPublic Notes:0.0049.4449.44660183 PP 2025 10/28/2025 10,266 10,266 0(4.94)4.94 0.00ValueLLTaxINT0.000.00 0.004.94LATE LISTPENALTY CHANGETax TTL54.38 49.44 (4.94)2025001341AMH NC PROPERTIES LPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated431 Union CountyCorrection Listing ReportPage 115 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.00357.60357.60660184 PP 2025 10/28/2025 73,915 73,915 0(35.76)35.76 0.00ValueLLTaxINT0.000.00 0.0035.76LATE LISTPENALTY CHANGETax TTL393.36 357.60 (35.76)2025001342AMH NC PROPERTIES LPPublic Notes:0.0039.4639.46660185 PP 2025 10/21/2025 8,213 8,213 0(3.95)3.95 0.00ValueLLTaxINT0.000.00 0.003.95LATE LISTPENALTY CHANGETax TTL43.41 39.46 (3.95)2025001343AMH NC PROPERTIES LPPublic Notes:0.0057.2357.23660186 PP 2025 10/28/2025 12,319 12,319 0(5.72)5.72 0.00ValueLLTaxINT0.000.00 0.005.72LATE LISTPENALTY CHANGETax TTL62.95 57.23 (5.72)2025001255AMH NC PROPERTIES LPPublic Notes:0.0019.5819.58660187 PP 2025 10/20/2025 4,106 4,106 0(1.96)1.96 0.00ValueLLTaxINT0.000.00 0.001.96LATE LISTPENALTY CHANGETax TTL21.54 19.58 (1.96)2025001256AMH NC PROPERTIES LPPublic Notes:0.00261.54261.54660188 PP 2025 10/31/2025 41,064 41,064 0(26.15)26.15 0.00ValueLLTaxINT0.000.00 0.0026.15LATE LISTPENALTY CHANGETax TTL287.69 261.54 (26.15)2025001484AMH NC PROPERTIES LPPublic Notes:(416.68)0.00416.68665127 PP 2024 10/2/2025 64,783 0 (64,783)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL416.68 0.00 (416.68)2025000964COULTER, ANDREW CHARLESPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated432 Union CountyCorrection Listing ReportPage 116 of 1162025/11/03 09:47:26 AMDate Posted between 10/1/2025 and 10/31/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(367.01)0.00367.01665528 PP 2024 10/2/2025 57,060 0 (57,060)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL367.01 0.00 (367.01)2025000965COULTER, ANDREW CHARLESPublic Notes:(527.88)0.00527.88666752 PP 2024 10/2/2025 48,407 0 (48,407)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL527.88 0.00 (527.88)2025000971PATHIPATI, SUBRAMANYAM NAIPublic Notes:Tax 2,664,673.43 2,257,197.61 (407,475.82)Totals for Type Value Change - Release : ValueLL 2,913.14 672.28 (2,240.86)386,823,720 326,781,298 (60,042,422)Tax TTL 2,667,586.57 2,257,869.89 (409,716.68) 21,093.01INT 0.00 0.00 0.00Grand Totals :YearRefund Amount21,093.01Tax 3,358,213.56 3,149,522.86 (208,690.70)Value 434,821,200470,088,68847,817.85LL 30,222.00 78,039.85(35,267,488)Tax TTL 3,388,435.56 3,230,927.38 (157,508.18)21,093.01INT 0.00 3,364.67 3,364.67JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated433 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-703 Agenda Date:11/17/2025 TITLE:..title Placeholder for Contract - Phone System Upgrade INFORMATION CONTACT: Jon Amelio, Information Technology, Director, 704-283-3533 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None BACKGROUND: The Procurement Department partnered with Information Technology to issue Request for Proposals 2025-022 Union County Phone System Upgrade . On 12/19/24, eighteen proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. The top ranked six firms/vendors were invited to shortlist interview/presentations. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Ring Central, Inc, to provide Cloud Phone services. This contract has an initial term of five years with three two-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 $271,958.40. Since this contract contains a five-year term with three two-year renewal options, a total of $2,991,542.40 is estimated to be spent. Funding is available in the adopted FY26 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™434 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-691 Agenda Date:11/17/2025 TITLE:..title Union EMS Quarterly Financial Statements INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Union EMS provides unaudited quarterly reports and an annual audited financial report to the County as required by contract terms. FINANCIAL IMPACT: None. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™435 1403 Dove St • P.O. Box 633 • Monroe, NC 28111 • 980-993-7600 • Fax: 704-226-2000 Union Emergency Medical Services October 23, 2025 Mr. Brian Matthews, County Manager Union County 500 North Main St., Suite 901 Monroe N.C. 28112 Mr. Matthews, In accordance with the Union EMS agreement, enclosed are the unaudited financial statements and the detailed schedules on receivables and liabilities for the period ending September 30, 2025. Please keep in mind when reviewing these statements and schedules that they are prepared on a modified accrual basis. Therefore, there will be timing difference from this basis as compared to a cash basis. If you have any questions, please contact me at tina.hampton@atriumhealth.org. Sincerely, Tina Hampton Director, Financial Services, Atrium Health CC: Denise White, VP, Facility Executive & Chief Nurse Executive, Atrium Health Kim LaPointe, Area VP Financial Operations NSW Charlotte David Hyatt, Director, EMS Beverly Liles, Finance Director Blake Hart, Budget Director Patrick Niland, Assistant County Manager 436 PAGE 1.UNAUDITED STATEMENTS OF ASSETS AND LIABILITIES 2.UNAUDITED COMPARATIVE STATEMENTS OF OPERATIONS 3.UNAUDITED STATEMENTS OF SOURCES AND USES OF CASH 4.ACCOUNT RECEIVABLE AND ACCOUNTS PAYABLE ANALYSIS 5.SCHEDULE OF EXCESS CASH AVAILABLE Union Emergency Medical Services QUARTERLY UNAUDITED FINANCIAL REPORTS AS OF SEPTEMBER 30, 2025 437 UNION EMERGENCY MEDICAL SERVICES Statements of Assets and Liabilities September 30, 2025 ASSETS $ CURRENT ASSETS September 2025 June 2025 CHANGE Cash and cash equivalents 9,349,934 5,727,978 $3,621,956 Patient accounts receivable - net 1,604,870 1,676,836 ($71,966) Other accounts receivable 41,377 14,858 $26,519 Prepaid expenses 120,449 - $120,449 TOTAL CURRENT ASSETS 11,116,630 7,419,672 3,696,958 TOTAL ASSETS $11,116,630 $7,419,672 $3,696,958 LIABILITIES AND FUND BALANCE CURRENT LIABILITIES Accounts payable $3,111,310 $2,411,102 $700,208 Salaries and Wages Payable 1,361,446 995,009 $366,437 Curr Port LTD - Notes Payable - 74,314 (74,314) Other liabilities and accruals 11,689 57,618 ($45,929) Deferred revenue 2,528,889 - $2,528,889 TOTAL CURRENT LIABILITIES 7,013,334 3,538,043 3,475,291 FUND BALANCE Unrestricted 3,603,296 3,381,629 221,667 Restricted 500,000 500,000 - TOTAL FUND BALANCE 4,103,296 3,881,629 221,667 TOTAL LIABILITIES AND FUND BALANCE $11,116,630 $7,419,672 $3,696,958 These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP. Unaudited Financial Statements Page 1 438 UNION EMERGENCY MEDICAL SERVICES COMPARATIVE STATEMENTS OF OPERATIONS For the Month and Year to Date Ended September 30, 2025 CURRENT MONTH YEAR-TO-DATE %% ACTUAL BUDGET CHANGE ACTUAL BUDGET CHANGE OPERATIONS OPERATING REVENUE $465,162 $355,707 31% Basic Life Support Revenue $1,365,035 $1,067,121 28% 543,375 598,601 -9% Advanced Life Support Revenue 1,566,919 1,795,803 -13% 780 801 -3% Other Patient Revenue 1,880 2,403 -22% 183,645 166,090 11% Mileage Revenue 530,869 498,270 7% 1,192,962 1,121,199 6% TOTAL PATIENT REVENUE 3,464,703 3,363,597 3% 607,613 493,317 23% TOTAL REVENUE DEDUCTIONS 1,578,018 1,479,950 7% 585,349 627,882 -7%NET PATIENT REVENUE 1,886,685 1,883,647 0% 842,963 842,963 0% County Funding Revenue 2,528,889 2,528,889 0% 6,131 2,935 109%OTHER OPERATING REVENUE 11,944 8,805 36% 1,434,443 1,473,780 -3% TOTAL OPERATING REVENUE 4,427,518 4,421,341 0% OPERATING EXPENSES 848,474 857,129 -1% Salaries & Wages 2,481,690 2,571,387 -3% 210,639 293,436 -28% Benefits 710,101 880,308 -19% 1,059,113 1,150,565 -8% TOTAL PERSONNEL 3,191,791 3,451,695 -8% 100,535 64,921 55% Supplies 266,258 194,763 37% 46,187 39,590 17% Professional Fees 128,982 118,770 9% 4,885 44,600 -89% Purchased Services 195,967 133,801 46% 40,150 37,290 8% Insurance 120,449 111,870 8% 4,982 3,413 46% Utilities 17,566 10,239 72% 114,612 133,401 -14% Other Operating Expense 335,374 400,203 -16% 1,370,464 1,473,780 -7%TOTAL OPERATING EXPENSES 4,256,387 4,421,341 -4% 63,979 - -100% RESULTS OF OPERATIONS 171,131 - 100% NON-OPERATING REVENUE (EXPENSE) 7,098 - 100% Interest Income 16,577 - 100% - - 0% Interest Expense (1,931)- -100% 7,098 - 100%TOTAL NON-OPERATING REVENUE (EXPENSE)14,646 - 100% CAPITAL REVENUE - 44,410 -100%County Funding - 133,230 -100% EXPENSES 35,890 - 100%Proceeds from Sale/Disposal of Fixed Assets 35,890 - 100% - - 0%Equipment - - 0% - (44,410) -100%Vehicles - (133,230) -100% 35,890 (44,410) -181%Capital Expenses Total 35,890 (133,230) -127% 35,890 - 100%TOTAL CAPITAL MARGIN 35,890 - 100% TOTAL MARGIN 106,967 - 100% TOTAL MARGIN $221,667 - 100% 1,585 1,480 7%TRIPS 4,628 4,440 4% These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP. STATISTICS Unaudited Financial Statements Page 2 439 UNION EMERGENCY MEDICAL SERVICES Statements of Sources and Uses of Cash For the Year to Date Ended September 30, 2025 Y-T-D FY 2026 CASH FLOWS FROM OPERATING ACTIVITIES Cash Received from Patients 2,077,668 Cash Received from Union County 5,057,779 Cash Paid for Goods and Services (1,204,664) Cash Paid to Employees for Services (2,285,876) . Net Cash Provided by Operating Activities 3,644,907 CASH FLOWS FROM CAPITAL AND RELATING FINANCING ACTIVITIES Purchases of Property and Equipment - Proceeds/(Payments) from Notes Payable (74,314) Proceeds for Sale of Fixed Assets 35,890 Net Cash Used in Capital and Related Financing Activities (38,424) CASH FLOWS FROM INVESTING ACTIVITIES Interest Income 17,404 Interest Expense (1,931) Net Cash Provided by Investing Activities 15,473 NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS 3,621,956 Cash and Equivalents at Beginning of Year 5,727,978 CASH AND CASH EQUIVALENTS - September 30, 2025 9,349,934 RECONCILIATION OF OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating Income $171,131 Adjustments to Reconcile Operating Income to Cash Provided by Operating Activities: (Increase) Decrease in Patient Account Receivable, Net 71,966 Change in Other Operating Assets and Liabilities 3,401,810 Net Cash Provided by Operating Activities 3,644,907 These statements are prepared on a modified accrual basis and not prepared in accordance with GAAP. Unaudited Financial Statements Page 3 440 0-30 31-60 61-90 91-120 over 120 Total Gross Patient A/R $1,427,869 $527,852 $396,232 $225,475 $1,302,956 $3,880,384 Other A/R $41,380 $0 $0 $0 $0 $41,380 Total Receivables $1,469,249 $527,852 $396,232 $225,475 $1,302,956 $3,921,764 Allowance ($2,275,517) Net Receivables $1,646,247 Total adjusted Total Collection Billed Rate Quarter Ending September 2025 $3,464,703 58% Quarter Ending December 2025 $0 0% Quarter Ending March 2026 $0 0% Quarter Ending June 2026 $0 0% Fiscal Year to Date $3,464,703 58% 0-30 31-60 61-90 91-120 over 120 Total Vendor Payables $3,111,310 $0 $0 $0 $0 $3,111,310 Accrued Payables $1,361,446 $0 $0 $0 $0 $1,361,446 Current Portion of Notes Payable $0 $0 $0 $0 $0 $0 Other Liabilities $11,689 $0 $0 $0 $0 $11,689 Total Liabilities $4,484,445 $0 $0 $0 $0 $4,484,445 Union Emergency Medical Services SEPTEMBER 2025 Aging of Payables Quarterly Report on Payables Quarterly Report on Receivables Aging of Receivables Collection Rates Page 4 441 UNION EMS EXCESS CASH AVAILABLE Cash & Cash Equivalents $9,349,934 Less: Accounts Payable 3,111,310 Salaries & Wages Payable 1,361,446 Other Liabilities & Accruals 11,689 Deferred Revenue 2,528,889 TOTAL LIABILITIES 7,013,334 Net Cash from Operations $2,336,600 Less: Restricted Fund Balance 500,000 Excess Cash Available Before Capital Committed $1,836,600 2025/2026 Capital Requests: Included in Budget $532,918 REMAINDER Approved from Excess Funds BUDGETED CAPITAL: Ambulance - New Builds (Chassis Included) (1)($385,375) Ambulance Remounts (4)($739,668) Ambulance Chassis (7)($609,875) Support Vehicle Scheduled Rotation (2)($132,000) EXCESS CASH AVAILABLE $502,600 For the Month and Year to Date Ended September 30, 2025 Page 5 442 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-704 Agenda Date:11/17/2025 TITLE:..title Communications Monthly Report - October 2025 INFORMATION CONTACT: Liz Cooper, Public Communications, Director, 704-283-3587 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This report provides valuable metrics and insights into communication platforms and our efforts to collaborate with all County departments to inform and engage residents, promote programs and services, and strengthen internal and external communications. FINANCIAL IMPACT: None. Union County, NC Printed on 11/3/2025Page 1 of 1 powered by Legistar™443 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-694 Agenda Date:11/17/2025 TITLE:..title Union County Rural Land Use Plan Adoption and Land Use Map Amendments INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Consider adopting Rural Land Use Plan and amendments to Land Use Map. The Board may consider the following language. TO APPROVE THE PROPOSED PLAN AND AMENDMENTS Motion (i) Adopt the Resolution Adopting the Rural Land Use Plan and Amending the Union County Land Use Map. TO DENY THE PROPOSED PLAN AND AMENDMENTS Motion (i) Deny Rural Land Use Plan as presented; and (ii) deny amendment to the Union County Land Use Map. PRIOR BOARD ACTIONS: 1) May 6, 2024, Regular Meeting, Agenda Item # 24-289 - Authorize staff to apply for Green Growth Toolkit grant. 2) March 17, 2025, Regular Meeting, Agenda Item # 25-071 - Receive update on vision statement. 3) August 11, 2025, Regular Meeting, Agenda Item #25-483 - Receive update on draft strategies 4) November 17, 2025, Regular Meeting, Agenda Item 25-692 - Conduct public hearing on rural land use plan and land use map amendments BACKGROUND: The steering committee has completed its work in developing a land use plan for the rural parts of Union County. The draft report summarizes the work of the committee, including its strategy recommendations, which are below: •Expand agricultural easement purchase program •Require contiguous areas for open space in major subdivisions Union County, NC Printed on 11/3/2025Page 1 of 2 powered by Legistar™444 File #:25-694 Agenda Date:11/17/2025 •Express concern over impacts from bypasses •Limit major subdivisions in certain zoning districts •Expand rural area in Land Use Map •Add six rural centers to the Land Use Map •Flexibility for commercial uses in rural areas •Provide options for smaller developments impacted by open space requirements •Create a conservation development brochure The Soil and Water Conservation District and Land Use Board both reviewed and recommend the plan as submitted. A total of two comments have been received from the public. Both noted concern over impacts of growth and transportation projects on rural character and agriculture. FINANCIAL IMPACT: None. Union County, NC Printed on 11/3/2025Page 2 of 2 powered by Legistar™445 Rural Land Use Plan 446 . . . 1 Table of Contents 1. List of Figures and Tables…………………………………………………………. 2. Thanks and Acknowledgements………………………………………………… 3. Executive Summary……………………………………………………………….. 4. Union County 2050 and Rural Planning……………………………………….. 5. Rural Union County a. Development Pressure…………………………………………………… b. Agriculture………………………………………………………………….. 6. Field Research a. Catawba Lands Conservancy …………………………………………. b. NC Wildlife Resources Commission…………………………………….. 7. Visioning Process…………………………………………………………………… 8. Strategy Development…………………………………………………………… 9. Strategy Recommendations…………………………………………………….. 10. Conservation Strategies and Funding Sources………………………………. 11. Adoption…………………………………………………………………………….. 12. Conclusion…………………………………………………………………………… 2 3 4 5 7 9 11 17 19 21 25 28 31 32 447 2 List of Figures Figure 1: Union County Land use map……………………………………………. Figure 2: Union County development projects map…………………………… Figure 3: Union County minor subdivision dashboard…………………………. Figure 4: Photograph of agricultural land………………………………………… Figure 5: Photograph of logged timber……………………………………………. Figure 6: Photograph of recently planted agricultural land…………………… Figure 7: Map of priority environmental and agricultural land……………….. Figure 8: Map of Significant Natural Areas…………………………………………. Figure 9: Photograph of natural forested area…………………………………… Figure 10: Photograph of Monarch butterfly……………………………………….. Figure 11: Plan outreach flyer………………………………………………………… Figure 12: Strategy outreach StoryMap……………………………………………. Figure 13: Map of bypasses and expanded rural area…………………………. Figure 14: Photograph of steering committee chairman Allan Baucom…… List of Tables Table 1: Natural resources score matrix……………………………………..…….. Table 2: List of natural areas…………………………….………………………………. Table 3: Weight each metric provided for the farmland score………………. 5 7 8 8 9 9 12 14 17 17 19 21 23 24 13 14 15 448 3 Thanks and Acknowledgements The Union County Rural Land Use Plan is the result of many years of effort in helping preserve the essential aspects of Union County while guiding growth into the future. The process started in 2019 with the initiation of the Union County 2050 Comprehensive Plan. One of the recommendations was to create a rural land use plan for the half of Union County designated as rural. This plan is a result of that process. The Union County Board of Commissioners directed staff to initiate the process in early 2024, and Union County was awarded a $10,000 grant through the North Carolina Wildlife Resources Commission’s Green Growth Toolbox Program. This program provides support for local government planning projects that consider wildlife and natural resource conservation in land use and development planning, incentives and ordinances. Union County matched this grant with $10,000 to contract with the Catawba Lands Conservancy to provide technical assistance in analyzing Union County’s agricultural and environmental resources to help focus conservation efforts. Staff from the Commission and Conservancy were instrumental in helping ensure the Plan’s recommendations incorporated best practices for protecting agricultural lands and natural resources. Finally, Union County benefited from the insight and experience of County residents who served on the steering committee or provided comments during the Plan’s development. Board of County Commissioners Melissa Merrell, Chair Brian Helms, Vice-Chair Clancy Baucom Christina Helms Gary Sides Steering Committee Allan Baucom, Chair James Austin, Vice-chair Danyelle Crum Mick Noel Nick Long Jared Steele Laura Varela Land Use Board Darren Green, Chair Rick Davis, Vice-Chair Lawrence Britt Charles Walkup, Jr. Douglas McClew Mark Tilley Derrick Austin David Brooks Staff Lee Jenson, Planning Director Bjorn Hansen, Long Range Planner Jim King, Zoning Administrator Dr. Keith O’Herrin, PhD, Urban Forester Alan Aldridge, Soil and Water Conservation District Director Andrew Baucom, County Extension Director 449 . . . 4 Executive Summary Union County has added an average of more than 5,000 people per year for the past quarter-century. This development pressure is projected to continue into the future as well as continue to expand from the Charlotte urbanized area into the more rural areas, placing pressure on environmental resources, rural character, and agricultural operations. Previously adopted plans identified many goals and aspirations for protecting agriculture and controlling growth, but few substantial actions had been taken. In the past two years Union County has initiated an agricultural development easement purchase program, requiring 30% open space for major subdivisions in rural areas, and expressing concern over development pressure in the rural area due to proposed roads south of Waxhaw, Marshville, and Monroe. The Union County Rural Land Use Plan was proposed in early 2024 to identify ways to provide flexibility to property owners while protecting the environment, rural character, and agricultural operations into the future. In partnership with the Catawba Lands Conservancy, Union County Soil and Water Conservation District, NC State Agricultural Extension Office, and NC Wildlife Resources Commission, the Union County Planning Department led the development of this plan, starting in October 2024 with the first meeting of the seven-member steering committee. Public engagement was a key part of the process. All committee meetings were open to the public, and two rounds of public engagement ensured that what the committee adopted included significant public review. This committee developed a vision statement that was reviewed by over 200 Union County residents and followed up with a series of strategies that was reviewed by over 160 residents. The Union County Rural Land Use Plan includes a series of strategies that would permanently protect 10% of all agricultural land in Union County by 2050, limit impacts of large-scale residential development, reduce development pressures, and provide additional flexibility for property owners. The most impactful strategy – significantly increasing the agricultural easement purchase program – would require adding several million tax dollars per year. The recommended funding source would require a successful public referendum be implemented, meaning voters would decide whether this strategy is worth the cost. This Plan represents a year’s worth of work between Union County and outside agency staff, the steering committee, and the hundreds of Union County residents who asked to be kept apprised of progress as this plan was developed. The recommendations propose concrete steps to influence the drivers of development pressure, be good stewards of the land, protect rural character, and respect property rights. 450 5 Union County 2050 A comprehensive plan is the official adopted statement for future development of a community. Union County 2050 analyzed existing conditions and emerging trends in the County, describes the process for gathering public input on future goals, establishes a vision for future development, and outlines steps for achieving that vision. The adopted vision is below Union County in 2050 is a place defined by connections, where local governments work together on targeted issues. There are clearly communicated plans for growth and infrastructure improvements, and resources are committed to their implementation. Union County is a growing community where there is: • Increased capacity to address education, transportation, water, public safety, and other multi-jurisdictional issues • High-density residential, retail and employment options in designated areas • Convenient accessibility between retail, residential, and employment land uses • Complementary development patterns along corridors • Preserved rural character outside of water and sewer coverage areas • Recognition and support of agriculture as a key industry • Enhanced community connections for arts, agri-tourism, and parks and recreation FIGURE 1 451 6 The Plan serves as foundation for making land use and public investment decisions for the next nearly 30 years. The Union County Rural Land Use Plan refines the 2050 plan by making recommendations for the rural part of Union County. For purposes of the Rural Land Use Plan study area, rural Union County is considered those areas in dark green in the land use map of the Union County 2050 Comprehensive Plan, shown in Figure 1. For purposes of the plan, rural residential means development of no more than one home per acre, as well as agricultural uses. There are employment corridor and rural commercial node recommendations as well, but these areas are limited to specific parts of the rural area. The 2050 planning process in 2019 through 2021 included a subcommittee specifically focused on agriculture. This committee supported many strategies for environmental and public safety initiatives but did not want to facilitate development by allowing additional clustering incentives for new developments or funding water and sewer expansions to support municipal planning efforts. Agriculture is the dominant land use in the rural parts of Union County, and the following strategies are included in the 2050 Comprehensive Plan to support agriculture: • Advocating for, or even financially supporting, expansion of high-speed internet into rural areas with high levels of agricultural activity • Advocating for interstate status for US 74 and the Monroe Expressway to support agribusiness development • Continuing the short line water extension program to take homes with unsafe well water off of wells • Lowering density for major subdivisions in rural areas to preserve rural character The Board of Commissioners authorized implementation committees to further research cluster standards and open space in rural areas. These committees met in 2021 and 2022 to make recommendations on how to balance accommodating residential development with minimizing impacts. The Board of Commissioners supported the recommendations of the open space committee, although they did not support many of the incentives for clustering development proposed by the cluster committee. The overall vision for Union County from the 2050 process remains a guide to be referenced throughout implementation processes such as the Union County Rural Land Use Plan. 452 7 Rural Union County Development Pressure The rural area identified in the Union County 2050 plan represents approximately three quarters of all land in unincorporated Union County and more than half of all land in Union County. These areas are home to significant agricultural and environmental resources and have been facing continuing development pressures as development continues to expand outward from Charlotte and Mecklenburg County. The map below (Figure 2) shows recent, current, or proposed development in unincorporated Union County as of June 2025. The residential developments, shown in yellow, represent developments of eight or more lots. FIGURE 2 453 8 Minor residential developments, involving subdivisions of fewer than eight lots, are common in the rural parts of Union County. The dashboard below (Figure 3) shows minor subdivisions since 2020 in the rural parts of Union County, excluding Monroe, Sandy Ridge and Vance townships. Approximately 1,000 residential lots were created over this time. The rural parts of Union County are projected to add approximately 6,500 dwelling units between 2023 and 2055, or approximately 200 per year. At approximately three people per household this means an additional 20,000 residents over this timeframe. The major and minor subdivision totals since 2020 are consistent with this trend. Over the same period only approximately 1,200 jobs are projected to be added in the rural parts of Union County, further adding to Union County’s imbalanced tax base. While Union County residents and community leaders are strong supporters of property rights, there is a growing recognition that continued development and transition of agricultural and undisturbed lands impacts agricultural and environmental systems. FIGURE 3 FIGURE 4 454 9 Agriculture Union County is one of North Carolina’s most important agricultural centers, which includes forestry activities. Despite being home to nearly a quarter-million people, Union County is still the third-most agriculturally productive county in the state, with a half-billion dollars in annual sales (Source: Monroe – Union County Economic Development). Approximately half of all land (over 186,000 acres) in Union County was used for agricultural activities in 2017. This is down seven percent in just five years. Despite this loss of land, Union County ranks fourth in North Carolina for value of agricultural products sold. This productivity ranges from crop production (#1 in both soybeans and wheat) to cattle (#10) and poultry (#1 in egg layers, #2 in broilers, and #4 in turkeys). In addition to growing and raising crops and livestock, Union County is home to several animal processing plants, grain silos, and related industries. The 2022 North Carolina Census of Agriculture determined Union County has nearly 190,000 acres of farmland and loses approximately 3,000 acres of farmland per year. The County also ranks 13th highest nationally for open space loss according to a 2022 study by the American Farmland Trust. In response to these reports, the Union County Board of Commissioners approved an agricultural easement program in 2024, funded with the tax revenues from properties coming out of the agricultural tax program. Union County’s Land Preservation and Easement Program helps protect working farms and rural landscapes for future generations. As the County continues to grow, this program ensures Union County can balance development with conservation by keeping agricultural land in agricultural use. A conservation easement is a voluntary legal agreement between a landowner and Union County Soil and Water Conservation District. It permanently limits certain uses FIGURE 5 FIGURE 6 455 10 of the land to protect its conservation value, while allowing the landowner to continue owning, using and even selling the land. These easements are tailored to each property and designed to preserve its agricultural, natural or scenic qualities. Easements are recorded with the property deed and remain in place if the land is sold or inherited. Union County staff monitor each easement to ensure compliance and continued protection from residential development. 456 11 Field Research Union County partnered with Catawba Lands Conservancy (CLC) and the North Carolina Wildlife Resources Commission (NCWRC) to develop objective assessments of resources and priority areas to conserve to protect the county’s rural nature and environment. Specifically, CLC and NCWRC identified rural areas important for sustaining the county’s agricultural economy and natural resources (Figure 7) and advised Union County on open space preservation strategies. Catawba Lands Conservancy (CLC) Catawba Lands Conservancy protects land in Union County through conservation easements or ownership. CLC considers projects that provide quality habitat for wildlife, protect our region's water quality, support the local farming heritage, and provide outdoor recreational opportunities. Specifically, CLC prioritizes projects that expands protected parks and natural areas, supports habitat for rare and imperiled species, adequately protect lands around streams and wetlands, protects family farms and farmland with prime soils, or supports expansion of the Carolina Thread Trail network. Union County partnered with Catawba Lands Conservancy (CLC) to identify important areas to conserve to protect the county’s rural nature. Specifically, CLC identified rural areas important for sustaining the county’s agricultural economy and natural resources (Figure 7). To identify the key areas for conservation, CLC evaluated five conditions for agricultural lands and eight conditions for natural resources, described further below. In CLC’s analysis they evaluated 640 square miles of land across Union County which includes 395 square miles of rural lands. Within the rural areas there are thousands of acres of quality farmland and important natural resources, but the analysis focused on those that need protection now to protect the region’s rural character. Further detail is provided below. Methodology: Utilizing a Geographic Information System (GIS), the rural areas of Union County were broken into a grid of 30x30 meter cells. Within each cell a score is assigned for each variable and then totaled for the conservation score. The higher a score, the more important the cell is to protect the natural rural character for the county. Scores for Priority Natural Areas were out of 100. These areas are shown on Figure 7 on the next page and highlight the areas south of Waxhaw and Mineral Springs as priority areas from an environmental and agricultural basis. This analysis covers all of Union County and could be used by municipalities looking to protect environmental and agricultural 457 12 resources in their jurisdictions. FIGURE 7 458 13 Natural Areas The natural areas in Union County provide multiple benefits including aesthetics, protecting water quality, mitigating floods, filtering air, and providing habitat for plants and animals. The conservation plan identifies concentrated areas at threat of development that provide multiple benefits for the county’s natural resources. To identify these areas, the CLC evaluated eight metrics which are described below (Table 1). Close to Other Protected Lands: Adding additional conserved land to existing parks and natural areas helps to enhance the protection of those existing areas. Additionally, growing existing parks and natural areas protects the aesthetics over a larger area. Large Intact Forests: Larger natural areas provide greater benefits for wildlife and the public. Larger natural areas provide more room for wildlife to move, feed, and nest. Some priority conservation species require larger habitats for foraging, sheltering, finding mates, and smaller-scale migration, especially for young adult and fledgling animals finding new territories. Larger natural areas also help wildlife survive through major catastrophic events, such as floods, fires, and storms since larger natural areas provide greater refuge and areas with quality food. Significant Natural Areas: Significant Natural Areas are identified by the North Carolina Natural Heritage Program as containing a concentration of high-quality habitat and rare or imperiled species. This designation does not provide any legal protection but does highlight land that is critical to protecting our state’s biodiversity and natural areas. Natural Heritage Natural Areas (NHNAs) within the study area are listed in Table 2. The NC Wildlife Resources Commission recommends that development be avoided on and around NHNAs. In cases where development is proposed on or near an NHNA, cluster subdivisions may be an option to buffer these natural areas as open space set- asides. Natural Area Biodiversity Significance Waxhaw Creek Aquatic Habitat Exceptional Richardson Creek Ledges Exceptional Goose Creek Aquatic Habitat Exceptional Polk Mountain Very High Jackson Blackjacks Very High Andrew Jackson Ridges Very High TABLE 1: THE WEIGHT EACH METRIC PROVIDED OR THE NATURAL RESOURCES SCORE 459 14 Crooked Creek Aquatic Habitat Very High Crooked Creek Ledges Very High Waxhaw Creek Floodplain High Jackson Sunflower Site High North Fork Crooked Creek Rare Plant Site High Fish Road Basic Forest High Lanes Creek Aquatic Habitat Moderate New Salem Branch General Lanes Creek Floodplain General Cane Creek Park General FIGURE 8 Unique Natural Areas: Within the broad categories of pasture, grasslands, hardwood forests, and floodplains are unique habitat types. Some are rare and unique to the piedmont of North Carolina and to Union County. For example, xeric hardpan forests are only found in North and South Carolina in the Charlotte area. They result from a special soil type that is very tight, leading to very dry conditions and a grassy forest floor with stunted trees. Interior Forests: Some animal species are more sensitive to human disturbances than others. Additionally, they prefer the cover a forest canopy provides from predators. TABLE 2: LIST OF SIGNIFICANT NATURAL AREAS IDENTIFIED BY THE NORTH CAROLINA NATURAL HERITAGE PROGRAM. 460 15 Therefore, they are often found deeper in woods, away from forested edges. Protecting forests more than 300-feet from a forest edge provides the appropriate habitat for interior forest species. Steep Slopes over Streams: Riparian areas along our rivers, creeks, and streams help to filter out pollutants and sediment, and keep water cool. However, as steepness increases the velocity of stormwater flowing into our water also increases. Protecting steep sloped areas along water bodies is important to limiting sedimentation. Additionally, the cool and moist conditions created by this setup provide habitat for plant and animal species more often found in the mountains of the Carolinas. These areas are important for protecting the county’s biodiversity. 500-Year Floodplain: Our region has seen increasingly larger storms with flooding at or exceeding the 100-year floodplain. Protecting areas outside of the 100-year floodplain promotes flood resiliency in the future. Rare and Imperiled Species: This includes species listed by the Endangered Species Act as Threatened or Endangered and species listed by the NC Wildlife Resources Commission and the NC Plant Conservation Program as Threatened, Endangered, Species of Concern, or Significantly Rare. These are only known locations where these species are currently found. This does not include species identified by the NC State Wildlife Action Plan as Species of Greatest Conservation Need. Farming Community and Economy Farmland in Union County supports the local economy and provides food for our region. The CLC’s land analysis identifies clusters of farmland located on Prime or Statewide Importance land that can support the local farming community. To identify these areas, CLC evaluated five metrics which are described below (Table 3). Contiguous Areas of Farmland: Protecting larger areas of farmland supports more viable and resilient agricultural operations, strengthens local food systems, and creates greater economic benefits. This also reduces potential interactions with residential development and farming operations. Prime or Statewide Important Farmland Soils: These are soils that the Natural Resources Conservation Service identified as particularly productive because they can produce higher yields with minimal inputs or modifications. Statewide important soils are found by the NC Department of Agriculture and Consumer Services to produce higher yields with property soil management. Contiguous Acres of Farmland 30% Prime or Statewide Important Farmland Soils 30% Close to Other Protected Lands 15% Close to Markets (Urban Areas)10% Density of Farm Related Businesses 15% Farmland Score Matrix TABLE 3: WEIGHT EACH METRIC PROVIDED FOR THE FARMLAND SCORE 461 16 Close to Other Protected Lands: Proximity to parks and other natural lands provide a buffer for farms to reduce interactions with development. Close to Markets: Reducing the distance between farms and markets helps to improve the profitability of local farms by reducing transportation costs. Additionally, it improves the likelihood of supporting farm-to-table partnerships and Community-Supported Agriculture systems. Density of Farm Related Businesses: Farms require specialized services and stores to continue operations such as large equipment repair shops, large animal veterinarians, grain and animal processing facilities, and farm supplies. These businesses require a certain mass of farms to remain profitable and in business. Protecting farmland around these businesses ensures the resiliency of the local farming economy. 462 17 North Carolina Wildlife Resources Commission The NC Wildlife Resources Commission (NCWRC) developed the Green Growth Toolbox program to provide conservation guidance for local government planning projects that consider wildlife and natural resource conservation in land use and development planning, incentives and ordinances. The Green Growth Toolbox is designed to help communities conserve high quality habitats as communities and developers build new homes, workplaces, and shopping centers. The toolbox helps communities plan for growth in a way that will conserve natural assets such as fish, wildlife, plants, streams, forests, fields, and wetlands. Included in the guidance are recommended conservation data to identify conservation priorities, science- based conservation strategies to protect wildlife habitat and ecosystem services and planning best practices. The program also offers the Partners for Green Growth cost-share grant for local governments to implement conservation in their planning activities and Union County was awarded funding in June 2024. As part of the Partners for Green Growth award, NCWRC staff assisted in identifying conservation priorities and associated planning strategies for Union County. FIGURE 10, PHOTO CREDIT: USFWS Open Space Prioritization Open space site selection for natural landscapes should prioritize NC Natural Heritage Program Natural Areas, wide riparian buffers along rivers and streams, floodplains and wetlands, connected forests and grasslands, and buffers adjacent to properties FIGURE 9, PHOTO CREDIT NCWRC 463 18 managing for agriculture and conservation. North Carolina Natural Heritage Program Natural Areas are areas of high special biodiversity significance identified by the NC Natural Heritage Program. These areas may not be protected but have rare species or significant high-quality natural communities. The NC Natural Heritage Program provides free mapping services that identify the locations of these natural areas. Property owners and engineers can access these GIS layers at http://www.ncnhp.org to identify any potential natural areas to prioritize in their open space set-asides. The NC Natural Heritage Program also provides a free managed land GIS layer that identifies properties managed for conservation. Open space can be prioritized to buffer these managed areas from development to allow for continued functional management of those protected lands. The same buffers can be used for lands in current agricultural uses to ensure continued agricultural management. For most streams and rivers in Union County, the NC Wildlife Resources Commission recommends a minimum riparian buffer of 100 feet for perennial streams and 50 feet for intermittent streams. For streams in watersheds with federally- listed aquatic species, such as Waxhaw Creek and its tributaries, the NCWRC recommends a minimum riparian buffer of 200 feet for perennial streams and 100 feet for intermittent streams. Larger upland set-asides adjacent to riparian areas are recommended to be between 300-600 feet from the water's edgeas they protect water quality, floodplain function and water storage capacity to reduce the impact of flooding, and protect wildlife habitat. Large tracts of native forests and grasslands not adjacent to riparian areas also provide water quality protection and facilitate water infiltration and groundwater recharge. Prioritize forest and grassland open space to be adjacent to other intact natural areas on adjacent properties and avoid fragmentation or the creation of natural habitat "islands" on properties. Open Space Uses For the purposes of conserving natural and working lands in the rural areas of Union County, open space set-asides should primarily be utilized and managed for low impact uses or agriculture. Working lands can be leased to local farmers for agricultural uses, and forests can be managed for timber production. There are several options for the use and management of open spaces for natural resource uses. The North Carolina Wildlife Resources Commission recommends management of the open space for the health of the landscape. If not being managed for agricultural purposes, there are several options for the management and development of open space if not entering into an easement or other program. These can include planning and managing for outdoor recreation opportunities like nature trails for local residents or managing for pollinator habitat. These management strategies are generally maintained through a Homeowners Association (HOA) or deed restrictions. A final method of management would be to not manage the open space for any specific use. 464 19 Visioning Process The Steering Committee’s first task in November 2024 was to develop a vision statement for the rural parts of Union County. A vision statement is a written document that describes Union County’s long-term goals and aspirations for the future. It serves as a roadmap for the County and inspires the community. Specifically, a vision statement: • Communicates value: A vision statement communicates the organization's value and commitment to achieving its goals. • Guides direction: A vision statement directly motivates the organization's direction and purpose. • Inspires growth: A vision statement inspires the organization's growth. • Uses abstract language: Vision statements often use abstract language instead of vivid imagery. • Can be daring: A vision statement can be daring, distinct, or even disagreeable. The committee developed a draft vision statement in December 2024 that was released to the public for a comment period of January 1-31, 2025. The draft vision statement distributed for public feedback is below. In the rural areas of Union County, we cherish a way of life where farms and protected open spaces define our community. As stewards of the land, we treasure the balance between living close to nature and preserving our agricultural heritage. Expanses of productive farmland remind us daily of where our food comes from, and by supporting flexible and managed land uses, we protect our environment and encourage public appreciation while ensuring agriculture thrives. This approach will sustain our rural character and provide a vibrant future for generations to come. The County and committee members distributed informational handouts to local businesses, community contacts, and at County facilities, such as Cane Creek Park. In addition, Union County posted the survey link through the weekly County newsletter, plan web page, and social media. A total of 210 residents provided comments on the vision statement. Respondents overwhelmingly supported the draft vision statement, but did have concern about overly vague statements and flexible land uses. In response to this public feedback, the steering committee revised the vision statement to clarify uses and protections for the environment. The vision statement on the FIGURE 11 465 20 following page was approved by the steering committee at its February 25, 2025, meeting. In the rural areas of Union County, we cherish a way of life where farms and protected open spaces define our community. As stewards of the land, we treasure the balance between living close to nature and preserving our agricultural heritage. Expanses of productive farmland remind us daily of where our food comes from, and by adding options for property owners, lowering density, and enhancing environmental protection requirements we preserve our natural resources and encourage public appreciation while ensuring agriculture thrives. This approach will sustain our rural character and provide a vibrant future for generations to come. 466 21 Strategy Development The steering committee and staff took four months to review potential strategies to implement the approved vision for rural Union County. The committee operated under the following understandings of effective strategies: • Are a policy or action designed to achieve a goal. • Are the teeth of the plan. • Need to be thought through to avoid unintended consequences. • Ideally are effective on their own and not require other strategies to achieve effects. The committee members discussed existing issues in the rural parts of Union County, and reviewed revisions to development standards, new or expanded programs, and changes to existing plans in order to implement the vision. The committee reviewed the following issues but decided to not present to the public for feedback or recommend to the Board of Commissioners: • Privately permitted septic systems • Recommendations for modifying minimum lot sizes The committee did not recommend taking these strategies to the public because the privately permitted system option is legal to use in North Carolina, so they did not feel Union County would have the ability to influence this status. The committee was split on the benefits of requiring larger lot sizes as well as allowing smaller lot sizes as ways of protecting open space. The committee took the following strategies to the public for feedback, which was held from June 20 through July 20, 2025. • Expansion of areas considered rural - The area immediately west of Monroe, totaling approximately six square miles is outside Union County's established sewer service basin, so higher density development recommendations could be replaced with a rural residential designation. This would impact open space requirements and rezoning recommendations. • Increasing/reducing the number of commercial nodes - Rural Centers function as small scale civic and commercial centers for rural areas of the County. FIGURE 12 467 22 These Centers are clusters of low-density, non-residential uses located at a crossroads of two or more major or minor thoroughfares. Appropriate uses include convenience stores, civic buildings, gas stations and others. Rural Centers provide limited commercial and community services while still maintaining the rural nature of the community. • Enhanced buffering along streams and water bodies – Local governments are prohibited by state law from enacting buffers beyond those established by the state, but could prioritize stream buffering in 30% open space requirements or as part of rezonings. • Prioritization of land set aside in major subdivisions - This requirement applies to major subdivisions, which typically are eight or more lots or involve installing infrastructure such as roads or utilities. Union County does not currently specify which land to set aside in major subdivisions. • Conditions for allowing commercial uses on residential land without rezoning - Commercial or industrial uses such as landscaping, plumbing, and storage facilities would be allowed on parcels of at least five acres without rezoning in exchange for four acres of protected open space for every one acre of development. • Expanding conservation efforts to purchase easements - Union County has recently implemented an agricultural easement program with an allocation of approximately $1 million per year from the General Fund. This strategy would recommend increasing the funding per year. • Remove bypasses from transportation plan - There are four proposed bypasses south of Waxhaw, Monroe, and Marshville that impact the rural part of the County. These bypasses will likely increase development potential for new areas, like what was experienced with the Monroe Expressway. The removal process would involve the municipalities and NCDOT but would start with a Union County 468 23 position. FIGURE 13 • Limit subdivisions in certain zoning districts - The Unified Development Ordinance includes a table with a list of uses allowed in each zoning district. Subdivision of land would be removed as an allowed by right use in certain zoning districts, requiring additional conditions or approvals to allow additional residential development in identified areas. • Allowing property owners to pay into an open space fund in lieu of setting aside 30 percent open space within their development when no priority agricultural or environmental features are on their property. The comment period was conducted through an online StoryMap and embedded survey. The story map included maps such as the one above, which depicts the proposed addition to the rural area (shown in green) and the proposed bypasses near Waxhaw, Monroe, and Marshville. Union County shared this information with the public through social media posts, announcements in the weekly Union County Horizons newsletter, email to the more than 500 people who have provided their email address to be kept apprised of the plan process, post cards distributed to businesses in the rural parts of Union County, and an interview on the local WIXE radio station. A total of 166 people submitted feedback and comments on the strategies. The demographics of the respondents 469 24 did skew older and more established than the County as a whole, with nearly 2/3 of respondents having lived in the county more than 20 years, and over 40 percent 60 years or older. Only five respondents were under 30, for example. Nearly all respondents (88 percent) lived and/or worked in the rural parts of Union County. The public generally supported more restrictions on development and strongly supported protection of the environment and agricultural lands. They were somewhat supportive of adding additional rural centers and expanding the rural area to areas immediately west of Monroe. They opposed flexibility for developers to be able to “buy back” land otherwise required to be set aside as open space if no priority agricultural or environmental features were found on site, and expressed skepticism over the opportunity for owners of large lots (five acres or more) to be able to establish low- impact businesses on their property in exchange for significant open space requirements. The chairman of the steering committee, Allan Baucom, presented the proposed strategies and public feedback to the Land Use Board and Board of Commissioners for their awareness and feedback as well. The Land Use Board received this information at its July 15, 2025, meeting. The Board was generally supportive of the strategies but did express concerns over how to pay for the proposed agricultural easement program expansion. The Board of Commissioners received a similar update at its August 11, 2025, meeting. FIGURE 14 470 25 Strategy Recommendations The committee then evaluated the strategies at its August and September meetings, where they voted to recommend the following strategies as part of the plan. Expand agricultural easement purchase program: The committee voted to recommend expanding the existing program, with a goal of protecting 10% of the agricultural land in Union County by 2050. This is estimated to cost $3-5 million per year in additional funds to protect 10% of the approximately 190,000 acres used by agriculture in Union County. The soil and water conservation district property tax referendum strategy is recommended as the preferred funding source, which would cost ½ cent to one cent per $100 in value in property taxes per year to fund and would raise $3 to $6 million per year. A general increase to the property tax, as well as a ¼ cent sales tax allowed in North Carolina under Article 46 Optional Quarter Cent Sales Tax, could also be considered to fund the program. Require contiguous areas for open space in major subdivisions: Union County currently requires 30% open space in major subdivisions, excluding floodplains, stream buffers, or road right of way. The open space currently can be scattered throughout the neighborhood, which may not help protecting environmental features. The committee discussed options from 50 to 80% required contiguous areas before recommending 60% as a minimum. This open space requirement would first be applied to Intact forests, which were the first priority of the committee and public. The committee considered rare and protected species, wetlands, or stream buffers as the second priority. Stream buffering was ultimately recommended as the second priority. These priorities would be implemented through amendments to the Unified Development Ordinance (UDO). Purchase priority land with fee in lieu for open space requirements: The committee recognizes the burden of a small development maintaining a parcel of open space, so it recommends allowing the developer to pay into the County’s Land Preservation and Easement Program based on the value of land that is no longer required to be kept in open space in the proposed development. Eligibility would be limited to smaller developments, such as ones that do not require new roads. Add flexibility for commercial uses in rural areas: Small business owners looking to start or expand low traffic commercial or industrial businesses such as landscaping, plumbing, and similar trade-type uses would be allowed on parcels of at least five acres without rezoning in exchange for four acres of protected open space for every one acre of developed area. These new options for property owners would be implemented through amendments to the Unified Development Ordinance (UDO). Express concern over impacts from bypasses: Union County has experienced significant development pressures along the Monroe Expressway in recent years. There are several proposed bypasses that extend into the rural parts of Union County and the committee felt these bypasses could have similar impacts on development patterns. The committee has concerns about ease of development in rural areas if the southern Waxhaw and Monroe bypasses are built. The committee supports the Marshville 471 26 Bypass, noting the long-range plan for upgrading US 74 to interstate standards and the potential of building it using toll revenues. The committee acknowledges that the County does not have the authority to unilaterally remove any of the bypasses from the CTP. This position would allow the Board of Commissioners to engage with the NCDOT, Charlotte Regional Transportation Planning Organization (CRTPO) and affected municipalities on concerns raised through this plan. Limit major subdivisions in certain zoning districts: The committee has concerns over large subdivisions being allowed anywhere in the rural parts of Union County. Current North Carolina general statutes limit County authority to downzone or otherwise reduce uses allowed on a property. The subdivision of land is not a use, so the committee recommended limiting major subdivisions (those that create eight or more lots) to where water and/or sewer can be provided by a central service provider. A central service provider is defined as any sewage treatment facility owned and operated by a sanitary district, a metropolitan sewage district, a water and sewer authority, a county or municipality or other public utility, or a private utility. This strategy would be implemented through amendments to the UDO. Expand rural area in the Land Use Map: The committee supports expanding the rural area by approximately six square miles west of Monroe, shown in Figure 12. This designation would reduce development impacts for new subdivisions in this area and instead incentivize such development to request annexation into an adjacent municipality. This strategy would be implemented through amendments to the Land Use Map. Add six rural centers to the Land Use Map: Rural Centers function as small scale civic and commercial centers for rural areas of the County. These Centers are clusters of low- density, non-residential uses located at a crossroads of two or more major or minor thoroughfares. Appropriate uses include convenience stores, civic buildings, gas stations and others. Rural Centers provide limited commercial and community services while still maintaining the rural nature of the community. The committee acknowledged the flexibility from having additional small-scale commercial nodes in the rural areas, particularly where existing commercial operations already occurred and therefore recommend nodes at the following intersections be added as amendments to the Land Use Map. • South Providence Road and NC 200 • South Rocky River Road, Parkwood School Road, and NC 200 • Plyler Mill and Griffith Roads • New Salem Road, Carl Polk Road, and Sugar and Wine Road • Love Mill Road and NC 218 • Lawyers Road and Mill Grove Road Create a Conservation Development Brochure: Part of the scope for this overall plan development involved creating a development brochure to assist property owners and developers understand how to apply open space requirements in new major subdivisions. This brochure will be created as part of the implementation of this 472 27 plan, along with amendments to the UDO and funding commitments by the Board of Commissioners. 473 28 Conservation Strategies and Funding Sources There are many private, public, and non-profit organizations and programs that can help with open space preservation. There are also different ways of protecting land. The traditional way is to purchase land for permanent protection. This method is more expensive and requires upkeep of the land by the owner. A conservation easement is a more common approach and is an agreement between a property owner and a conservation non-profit or government agency that allows landowners to retain ownership and use of their property but restricts development on the property. Each conservation easement is different because they are negotiated by the landowner and the conservation entity. Depending on the terms, a conservation easement will allow for farming, timber management, agrotourism, and wildlife management activities. The restrictions are permanent and apply to future landowners. Landowners can realize certain property and income tax benefits from these agreements. The CLC prefers projects that provide enhanced protection beyond regulatory or zoning requirements such as FEMA floodplains, tree saves or required open space. However, in special circumstances, CLC will consider projects in FEMA floodplains, tree saves or required open space that have significant conservation values such as state recognized significant natural areas or rare species that require specialized management. In these situations, CLC would need adequate funding for long-term management. Additionally, CLC will consider projects along adopted Carolina Thread Trail corridors to advance trail development. The list of resources listed below is not exhaustive but provides options in North Carolina. NC Resilience Exchange (https://www.resilienceexchange.nc.gov): A central resource to identify funding for conservation activities that improve community resiliency including land conservation, land stewardship, and utility improvements. State Programs NC Land and Water Fund: An annual fund that provides grants for land conservation, stream restoration, and conservation planning. The program focuses on conservation projects that support water quality, protection of impaired species and natural areas, and historical sites. Funds can be used to purchase conservation easements or full ownership. A match is not required but suggested to be competitive. North Carolina Parks and Recreation Trust Fund: PARTF provides dollar-for-dollar matching grants to local governments for the acquisition and/or development of park and recreational projects to serve the general public. A local government can request a maximum of $500,000 with each application. Local governments can apply to acquire land for parks and build recreational facilities for use by the public. A PARTF grant can also be used to protect the natural and scenic resources or renovate older park facilities. 474 29 NC Agricultural Development and Farmland Preservation Trust Fund: Annual fund that provides grants to support local farming economies, conservation of farmland, and planning for farmland conservation. Projects in Union County require a 30% match which can be cash, in-kind, or donated property value. These funds can be matched with the USDA's Agricultural Land Easement Program. Federal Programs USDA Agricultural Conservation Easement Program: The Agricultural Conservation Easement Program (ACEP) helps landowners, land trusts, and other entities protect, restore, and enhance wetlands or protect working farms and ranches through conservation easements. Land eligible for agricultural easements includes private or Tribal land that is agricultural land, cropland, rangeland, grassland, pastureland and nonindustrial private forest land. Priority is given to farms that maximize protection of contiguous agricultural lands and have soils identified as Prime, Unique, or Other productive by the Natural Resources Conservation Service. Land and Water Conservation Fund (LWCF): Provides funding through different programs to local governments. The Cooperative Endangered Species Conservation Fund provides grants to local governments through the state to protect and conserve Federally listed threatened and endangered species and the habitats on which these species depend. The National Park Service State and Local Assistance Programs provides 50/50 matching grants to local governments, through the states, for the acquisition and development of public outdoor recreation areas and facilities. Regional Conservation Partnership Program: This program is a partner-driven approach to conservation that addresses identified resource needs on agricultural lands. Through this program, project partners support farmers, landowners, and the community by providing matching funds for conservation activities and purchasing conservation easements. Activities can include implementing best management practices, land restoration, purchasing conservation easements, and public work projects that address a natural resource need. Partners do need to identify a combination of 1-to-1 cash and in-kind match. Local, Private, or Non-Profit Programs Present Use Value (PUV) programs: PUVs provide property tax deferments for property owners that commit to utilizing their property for forestry, agriculture, or wildlife conservation purposes. The intention of any PUV program is to tax property for its current use, which is lower than the theoretical market value that is used to valuate property taxes. Properties enrolled in a PUV must follow each program’s requirements. Any property that is disqualified due to falling out of compliance will be required to pay “roll back” taxes or the sum of the previous three years of unpaid deferred taxes plus interest and the current year’s theoretical market value. o Forestry PUV: Properties managed and utilized as commercial forestland can qualify for North Carolina’s forestry PUV program. Property owners can contact the Union County NC Forest Service office for more information. 475 30 o Agriculture PUV: Properties actively engaged in agricultural or horticultural uses may qualify for the agriculture PUV program through the NC Department of Agriculture and Consumer Services. Qualifying properties must generate a minimum of $1,000 gross per year in farm production. Contact the Union County NC Cooperative Extension office for more information. o Wildlife Conservation Land Program (WCLP): The Wildlife Conservation Land Program allows private landowners who manage their property for protected wildlife species, priority wildlife habitats or as Wildlife Reserve Land to apply for a property tax deferment. Visit https://www.ncwildlife.gov/wclp for more information and an outline of qualifying requirements. Conservation Fund: The Conservation Fund is a non-profit founded on the idea that environmental protection and economic vitality are mutually reinforcing strategies that make our society stronger. They are twin pillars of a national strategy: economic growth without environmental protection is unsustainable, and environmental protection without economic growth is equally unsustainable. For more than 40 years, The Conservation Fund has been buying at-risk land with high conservation value to protect it from degradation, putting protections in place to ensure it is managed for environmental, economic, and human gain before finding long-term owners, ideally operations relatively new to farming. The Fund has a 10-year goal of protecting 5,000 acres of land over the next 10 years in the Charlotte region. 476 31 Adoption The Rural Land Use Plan Steering Committee was tasked with developing a plan, but the Land Use Board likewise plays a role in making recommendations on all planning initiatives and proposals. The Steering Committee recommended the plan to the Land Use Board at its October 7, 2025, meeting. Union County then emailed the more than 500 Union County residents who previously provided their email address and requested updates on the plan and its development. The Land Use Board reviewed the plan at its October 21, 2025, meeting. A total of XX residents spoke at the meeting. After reviewing the plan, the Board recommended XXX. Add detail from their discussion. The Board of Commissioners held a public hearing at its November 17, 2025, regular Board meeting. A total of XX residents spoke at the hearing. Add details of adoption process. 477 32 Conclusion Union County currently is home to over 270,000 people and will continue to add thousands of additional residents each year for the foreseeable future. Remote work, desire for a quieter lifestyle, and lower land costs have increased development pressure in the rural parts of Union County. This development comes with impacts, both as a loss of agricultural land and as impacts to environmental features. This plan was initiated in 2024 to help develop strategies to protect environmental and agricultural resources, as well as provide options for small business owners and farmers who want to stay on their land. The Union County Rural Land Use Plan was resident-led, starting with the advisory committee that guided the work, and ending with three rounds of public comment opportunities regarding the vision, the strategies, and the overall plan. Over 500 residents were kept apprised of progress, and over 300 provided their feedback on at least one phase of the plan development. The plan was adopted by the Union County Board of Commissioners on November 17, 2025. If fully implemented, the Union County Rural Land Use Plan would permanently protect 30 square miles of working agricultural land, allow community-scale commercial development at identified intersections, allow small business owners to establish and expand their low-impact businesses in exchange for protected land, and better protect forests and streams as residential development occurs. Union County would like to thank its steering committee, the Catawba Lands Conservancy, and the North Carolina Resources Commission for their time and support over this year-long process. Together they developed an effective, focused, and endorsed guide for protecting the rural parts of Union County for the next 25 years. 478 479 RESOLUTION ADOPTING THE RURAL LAND USE PLAN AND AMENDING THE UNION COUNTY LAND USE MAP WHEREAS, pursuant to N.C.G.S. § 160D-501, a local government may adopt a comprehensive plan as described therein; and WHEREAS, Union County adopted the Union County 2050 Comprehensive Plan, including the Union County Land Use Map, on August 16, 2021 (the “Comprehensive Plan”); and WHEREAS, the Comprehensive Plan identifies protecting open space in rural areas as a focus area to address in Union County; and WHEREAS, an implementation committee appointed by the Union County Board of Commissioners created a list of recommendations to address this issue, which included the creation of a rural land use plan; and WHEREAS, in addition to a comprehensive plan, N.C.G.S.§ 160D-501 provides a local government may prepare and adopt other plans as deemed appropriate, which would include a rural land use plan; and WHEREAS, on July 15, 2024, the Union County Board of Commissioners established a Rural Land Use Plan Stakeholders Committee (the “Committee”) to assist in overseeing the development of a rural land use plan for the County, in addition to reviewing the implementation of other approved recommendations; and WHEREAS, the Committee has completed development of a recommended rural land use plan (“Rural Land Use Plan”); and WHEREAS, part of the Rural Land Use Plan recommendation includes certain proposed amendments to the Union County Land Use Map; and WHEREAS, the Union County Land Use Board considered and recommended adoption of the Rural Land Use Plan, in accordance with N.C.G.S. § 160D-501; and WHEREAS, a public hearing was noticed and held concerning the Rural Land Use Plan on November 17, 2025, in accordance with N.C.G.S. §§ 160D-501 and 160D-601; and WHEREAS, the Board has considered the Rural Land Use Plan, including amendment to the Union County Land Use Map, and has determined that adoption of the Rural Land Use Plan, including amendment to the Union County Land Use Map, is reasonable and in the best interest of Union County and its residents to ensure coordinated, efficient, and orderly development within the rural areas of Union County. 480 NOW, THEREFORE, BE IT RESOLVED BY THE UNION COUNTY BOARD OF COMMISSIONERS AS FOLLOWS: 1. The Union County Board of Commissioners hereby adopts the Rural Land Use Plan, including amendments to the Land Use Map, as set forth on Attachment A hereto, which is incorporated into this Resolution by reference. 2. The Union County Land Use Map shall be amended to reflect the revisions as shown on Attachment A. 3. This Resolution is effective upon adoption. Adopted this the _____ day of ________________, 2025. Attest: ______________________________ __________________________________ Lynn G. West, Clerk to the Board Melissa Merrell, Chair 481