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" ! !!((* '## %/0 ) '1)''11 D?8 /%!09.!.4/ 1)',2,$1, !# ; " )'' 1)'$ " 3+' ;*( 900 * $82 6=$$ '0.- 26 #!! ! >- &?; "6 -!.9-C(: B ( * ) B "2 ( &" -!.."4 5= = * = *" 6 "6 * ;( 00 6 >-* ** ( " ))4)1 " > 1!# ! (%&!2 %/6 ) '1)''11 )7 28 H /%!09.!.4/% 1)',2,$1, !# ; " )'' 1)'$ " 3+' ' P P #P ##P ###P#PPP?@0042* ;* *; * 2C2:( B 004" 2-J6 ?@004H* '.**.H*' + +" 20J6 ; 2 &; * * B*" 2.J6** * 00 $6 * '; 5C$6';:* ( # 8' A" 2%J6 5$H=* * ; * ** *J7! ? &;? 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nion County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-733 Agenda Date:12/8/2025 TITLE:..title Election of Officers - Brian Matthews, County Manager Presiding INFORMATION CONTACT: Brian Matthews, County Manager ACTION REQUESTED: Election of Chair and Vice-Chair. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with Rule 4 of the Board's Rules of Procedure, the Board shall elect a Chair and Vice chair from its members, and the Chair and Vice-chair shall take and subscribe the oath of office for their respective positions. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™33 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-734 Agenda Date:12/8/2025 TITLE:..title Oaths of Office - Chair and Vice Chair INFORMATION CONTACT: Brian W. Matthews, County Manager ACTION REQUESTED: Chair and Vice Chair shall take and subscribe the oath of office for their respective positions. PRIOR BOARD ACTIONS: None. BACKGROUND: In accordance with Rule 4 of the Board’s Rules of Procedure, the Board shall elect a Chair and Vice Chair from its members, and the Chair and Vice Chair shall take and subscribe the oath of office for their respective positions. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™34 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-621 Agenda Date:12/8/2025 TITLE:..title Proclamation - Cervical Cancer Awareness Month INFORMATION CONTACT: Brian Matthews, County Manager, 704-292-2597 ACTION REQUESTED: Adopt Proclamation proclaiming January 2026 to be Cervical Cancer Awareness Month in Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: National Cervical Cancer Awareness Month was first recognized in 2002 and is observed every January. The U.S. Congress first introduced it in 1999 as a House Concurrent Resolution. Cervical Cancer Awareness Month is an annual observance held throughout the month of January. It is intended to raise awareness of cervical cancer and to promote research into its cause, prevention, diagnosis, treatment, survivorship and cure. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™35 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-748 Agenda Date:12/8/2025 TITLE:..title Public Hearing - Consider Conveyance of County Owned Property in Union County Industrial Park (Project Canopy) INFORMATION CONTACT: Ron Mahle, Economic Development, Director, 980-476-5279 ACTION REQUESTED: Hold Public Hearing. PRIOR BOARD ACTIONS: 1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public Hearing Conducted for consideration of Step 4 Economic Development Incentive Grant to McGee Corporation 2) October 20, 2025, Agenda Item #25-626 - Step 4 Economic Development Incentive Grant was awarded to McGee Corporation in an amount-not-to-exceed $696,000 paid over a 5-year period beginning in FY 2028 BACKGROUND: The Union County Economic Development Department started conversations with McGee Corporation under codename Project Canopy in late 2024 about the potential relocation of their manufacturing operation from Stallings, North Carolina, to a 60.97-acre parcel located off Goldmine Road. The company has submitted an offer of $4,267,900, being $70,000 per acre. The land sought by the company was previously acquired by Union County for an industrial park or to be held for resale for industrial or commercial use, for an industrial or commercial project, pursuant to G.S. 158- 7.1(the specific parcel considered for sale is Union County Tax Parcel #09372003D). McGee Corporation’s purchase of this land is in concert with the County’s economic development objectives, which are the stimulation of the local economy, growth of the tax base, promotion of business, and creation of job opportunities within Union County. The purchase consideration is $4,267,900.00 in cash, subject to all easements, right of ways, and other restrictions of record. The Board of Commissioners has determined that the property subject to conveyance has a fair market value of $4,267,900.00. The land will be used for an industrial project with an approximate investment of $40,000,000 and the creation of 35 new jobs with a probable hourly wage of $30.28 per hour for employees on the property. McGee Corporation intends to build a new 366,000 square-foot manufacturing facility on the property which will serve as its headquarters for design, sales, manufacturing, and distribution. This sale is made pursuant to private negation under G.S. 158-7.1. FINANCIAL IMPACT: Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™36 File #:25-748 Agenda Date:12/8/2025 Union County would receive $4,267,900.00 in cash in exchange for the land. The project would also bring a prospective $40,000,000 in new capital investment and at least 35 new jobs earning a probable wage of $30.28 per hour into Union County. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™37 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-716 Agenda Date:12/8/2025 TITLE:..title Interlocal Agreement - Cabarrus County Detention Center INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: March 18, 2024, Regular Meeting, Agenda Item # 24-192 - Approved Initial Agreement. BACKGROUND: The Union County Detention Center has recently been operating at or near its overall inmate population capacity. In a proactive effort to alleviate potential overcrowding, and to allow for proper classification of its current inmate population, the Union County Sheriff’s Office is requesting to enter into an agreement with the Cabarrus County Sheriff’s Office to house ten (10) Union County inmates in the Cabarrus County Detention Facility. As NC jail code does not allow a Detention Center to exceed its current designed inmate capacity, the temporary relocation of these inmates will allow for a reduction in our overall inmate numbers and will allow for the proper separation of multiple defendants charged with the same crime. As part of this agreement, Union County agrees to reimburse Cabarrus County $70 per day, per Union County inmate, and will cover all related, out-of- pocket expenses directly related to those inmates. FINANCIAL IMPACT: Union County will reimburse Cabarrus County $70 per day, per Union County inmate, and will cover all related, out-of-pocket expenses directly related to those inmates. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™38 39 40 41 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-742 Agenda Date:12/8/2025 TITLE:..title Contract - Taser Certification Bundles INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Sheriff’s Office utilizes the Axon Taser as an effective less lethal tool in both the jail and throughout Union County, when a situation requires a heightened level of response. Taser 10 is the latest Taser platform to be released by the company. This new platform offers features that are not available on the platform currently utilized by the Agency, such as increased probe distance, which provides an increased safety buffer between themselves and the offender. The new platform also offers a virtual reality (VR) training tool using scenario-based simulations that mimic real world events. This gives deputies and detention officers the opportunity to better prepare for situations they might encounter. It also greatly reduces the need for training cartridges, which come at an additional cost. The need for cartridges may be alleviated altogether. The VR platform also gives the UCSO Training Bureau the ability to train more deputies in a reduced amount of time, since the VR platform has multiple scenarios available for training. This has the possibility of reducing overtime costs related to mandatory training hours. Axon provides a five-year support and maintenance plan following the year of implementation that includes a limited number of training cartridges, as well as duty carry cartridges, replacement of any Taser or component that breaks or fails and provides automatic upgrades in the case of technological changes. 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 Taser 10 Certification Bundles will be made using Group Purchasing Program, National Purchasing Partners, Contract Number PS20270 as quoted by Axon. FINANCIAL IMPACT: Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™42 File #:25-742 Agenda Date:12/8/2025 The anticipated first-year cost for the Taser 10 Certification Bundles is $225,520.94. Annual costs for years two through six will be $330,429.98, for a total six-year cost of $1,877,670.84. Funding is available in the adopted FY26 budget with future expenditures subject to annual BOCC budget appropriation. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™43 INT _______INT _______ (approving deletion of this statement on each page)44 45 46 47 48 49 50 51 52 or purchase order(s)INT _______This Quote is subject to the terms and conditions in Axon's Master Services and Purchasing Agreement, as modified, attached hereto and incorporated herein.INT _______INT _______or purchase order(s)INT _______53 UNION COUNTY, NCBy: ________________________________ __________________________ Brian W. MatthewsDate County ManagerAXON ENTERPRISE, INC.By: ________________________________ __________________________DateApproved as to Legal Form: RLMThis instrument has been preaudited in the manner requiredby The Local Government Budget and Fiscal Control Act.____________________________________Deputy Finance Officer54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 Section of the Axon Cloud Services 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 Exhibit A – Page 1 EXHIBIT A Additional Terms and Conditions I. At Axon’s sole expense, Axon shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Axon 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. Axon’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. 108 Exhibit A – Page 2 B. Before commencement of any work or event, Axon shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Axon shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Axon shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Axon’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Axon. F. Notwithstanding the notification requirements of the Insurer, Axon hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union County, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Sherriff’s Office Contract #: 10004 H. Insurance procured by Axon shall not reduce nor limit Axon’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Axon is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Axon 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. Axon 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 109 Exhibit A – Page 3 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 Axon, its officers, employees, subcontractors or agents. Axon 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 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. Axon shall ensure that Axon 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 Axon will be considered a breach of this Agreement, which entitles Union County to terminate this Agreement, without penalty, upon notice to Axon. 110 Customer's agreement and acceptance of any such changes will only be made by written amendment between the parties.INT _______ 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-744 Agenda Date:12/8/2025 TITLE:..title Contract Renewal- Automated License Plate Readers, Cameras and Software INFORMATION CONTACT: Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: April 3, 2023, Regular Meeting, Agenda Item #23-179- Approved two-year initial contract for ten License Plate Readers and software. BACKGROUND: Flock Safety, Inc. is a large manufacturer for automated license plate readers (ALPRs) that capture computer-readable images of license plates for vehicles that pass cameras installed along the roadways These high-tech devices allow law enforcement agencies to compare plate numbers against those of stolen cars, as well as identify vehicles connected to the commission of crimes. Over 70% of crimes committed involve the use of a vehicle. Flock Safety has the ability capture vehicles traveling at speeds up to 100 MPH and at a distance of 75 feet, regardless of the time of day. Once images are captured, the camera instantly uploads them into Flock’s securely encrypted cloud server. Law enforcement can search by vehicle type, make, color, license plate (partial, missing, or covered plates), temporary plates, license plate state, and more. With the Flock Safety network, our agency is not limited to cameras within Union County; we can connect and collaborate with adjacent agencies and nearby privately-owned cameras in neighborhoods to extend our reach and multiply our search capacity. Flock Safety’s network provides centralized data collection, combined with sophisticated database search tools, retrospective searches, analysis, and movement tracking opportunities. Robust functionality allows law enforcement to access real-time information such as suspicious activity, intelligence reports, and analysis of vehicle behavior. The partnership between the Union County Sheriff’s Office and Flock Safety has resulted in the identification of suspects involved in violent crimes leading to faster than average case resolution. The contract that has been submitted includes a continuation of the current services provided by Flock Safety, as well as an expansion to include the Flock NOVA database. This database allows investigators to search for and research persons of interest and suspects in ongoing investigations. NOVA is a cross-platform design which integrates Flock’s ALPRs into the database, which continuously adds and updates information. Many law enforcement agencies are migrating to this platform due to its ability to link information housed in Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™128 File #:25-744 Agenda Date:12/8/2025 the database to the active case files. FLOCK NOVA does not require licensed access, allowing utilization throughout the agency. Additionally, the proposal provides several live feed cameras that will be placed throughout the county, on the main thoroughfares. The UCSO’s Real Time Crime Center will serve as the hub for the monitoring of those camera feeds. Most recently, the Sheriff’s Office has contracted with Thomson Reuters West for database services like those outlined above. That contract has not been renewed and the budgeted funds, approximately $32,000, will be allocated to the Flock Safety, Inc. Contract. The Union County Sheriff's Office has utilized the contractual services of Flock Group, Inc. for Automated License Plate Readers since April of 2022. Flock Group, Inc. has been effective and efficient in meeting our Automated License Plate Reader needs. The addition of the Flock NOVA database and live feed cameras will greatly enhance our investigative toolkit. The additional funding required to meet the full cost of the contract has been identified within the FY2026 budget, to include utilizing funds paid by the contract municipalities, as they will see a great deal of benefit from this upgraded technology. The Sheriff’s Office has utilized the contractual services of Flock Safety for License Plate Reader Services since 2022. The vendor has been effective and efficient in meeting our service needs, and we are requesting to continue this service for an additional two years and add the Flock NOVA Database. FINANCIAL IMPACT: The anticipated first-year cost for this service is $145,600.00 and the anticipated second-year cost for this service is $142,500.00. Since the contract term is for two years, a total of $288,100.00 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 11/25/2025Page 2 of 2 powered by Legistar™129 130 131 132 133 134 135 TERMS AND CONDITIONS Last Updated: October 15, 2025 TERMS AND CONDITIONS 1. DEFINITIONS Certain capitalized terms, not otherwise defined herein, have the meanings set forth or cross-referenced in this Section 1. 1.1 “Agreement” means the order form (to be provided as Exhibit A, “Order Form”), these terms and conditions, and any document therein incorporated by reference in section 11.4. 1.2 “Training Data” means a small fraction of images captured by the Flock Services, which are stripped of all metadata and identifying information, and used solely for the limited purpose of improving the Flock Services through machine learning. 1.3 “Authorized End User(s)” means any individual employees, agents, or contractors of Customer accessing or using the Services, under the rights granted to Customer pursuant to this Agreement. 1.4 “Customer Data” means the images, audio and/or video segments made available to Customer through the Web Interface in connection with the Flock Services, together with the metadata associated with that Customer’s use of the Flock Services (e.g., license plate number, timestamp of capture, and geospatial coordinates). For clarity, Customer Data does not include the underlying raw Footage captured by the Flock Hardware or any Flock IP (as defined in Section 1.10). 1.5 “Customer Generated Data” means any content submitted by Customer through the Flock Services, including but not limited to text, images, data, feedback, suggestions, and other materials, whether provided directly or indirectly by the Customer during their use of the Services. 1.6. “Customer Hardware” means the third-party camera owned or provided by Customer and any other physical elements that interact with the Embedded Software and the Web Interface to provide the Services. 1.7 “Effective Date” means the date this Agreement is mutually executed (valid and enforceable) by both Parties. 136 1.8 “Embedded Software” means the Flock proprietary software and/or firmware integrated with or installed on the Flock Hardware or Customer Hardware. 1.9 “Flock Hardware” means the Flock device(s), which may include the pole, clamps, solar panel, installation components, and any other physical elements that interact with the Embedded Software and the Web Interface, to provide the Flock Services as specifically set forth in the applicable Order Form. 1.10 “Flock IP” means the Flock Services, the Embedded Software, and all intellectual property or proprietary information therein or otherwise provided to Customer or its Authorized End Users, including, but not limited to, Flock’s technology, patents, trade secrets, trademarks, algorithms, data models, machine learning methods, documentation, and any modifications or improvements. For clarity, Flock IP also includes any derivative works, intermediate or final outputs, analyses, reports, models, or other results generated by or through the Flock Services. Except for the limited ability to access and download Customer Data within the applicable Retention Period, no rights are granted to download, extract, export, or otherwise create or retain copies of such derivative works, outputs, or other elements of the Flock IP. 1.11 “Flock Services” means the provision of Flock’s software and hardware situational awareness solution, via the Web Interface, for automatic license plate detection, alerts, audio detection, searching image records, and video. 1.12 “Footage” means still images, video, audio, and other raw data captured by the Flock Hardware or Customer Hardware via the Flock Services. 1.13 “Integration Data” means any distribution of data from a Customer requested third party integration. 1.14 “Installation Services” means the services provided by Flock for installation of Flock Services. 1.15 “Permitted Purpose” means legitimate public safety and/or business purpose, including but not limited to the awareness, prevention, and prosecution of crime; investigations; and prevention of commercial harm, to the extent permitted by law. 1.16 “Retention Period” means the time period that the Customer Data is stored within the cloud storage, as specified in the applicable Order Form. 1.17 “Term” means the date, unless otherwise stated in the Order Form, upon which the Services are operational. 1.18 “Web Interface” means the website(s) or application(s) through which Customer and its Authorized End Users can access the Services. For clarity, the Web Interface does not include APIs, or any other automated, programmatic data transfer method. 137 2. SERVICES AND SUPPORT 2.1 Provision of Access. Flock hereby grants to Customer a non-exclusive, non- transferable right to access the features and functions of the Flock Services via the Web Interface during the Term, solely for use by Customer and Authorized End Users. Customer Data will be available for Authorized End Users to access and download via the Web Interface during the applicable Retention Period. For clarity, Flock retains the exclusive right to determine and control the method, timing, format, and medium of such access or delivery, and is not obligated to provide Customer Data in any alternative form, format, or transmission method outside of the Web Interface. Authorized End Users will be required to sign up for an account and select a password and username (“User ID”). Customer shall be responsible for all acts and omissions of Authorized End Users and shall undertake reasonable efforts to ensure that all Authorized End Users comply with the applicable provisions of this Agreement. 2.2 Embedded Software License. Flock grants Customer a limited, non-exclusive, non- transferable, non-sublicensable (except to the Authorized End Users), revocable right to use the Embedded Software as it pertains to Flock Services, solely as necessary for Customer to use the Flock Services. 2.3 Support Services. Flock shall monitor the Flock Services, and any applicable device health, in order to improve performance and functionality. Flock will use commercially reasonable efforts to respond to requests for support within seventy-two (72) hours. Flock will provide Customer with reasonable technical and on-site support and maintenance services in-person, via phone or by email at support@flocksafety.com (such services collectively referred to as “Support Services”). 2.4 Updates to Platform. Flock may make any updates to system or platform that it deems necessary or useful to (i) maintain or enhance the quality or delivery of Flock’s products or services to its agencies, the competitive strength of, or market for, Flock’s products or services such platform or system’s cost efficiency or performance, or (ii) to comply with applicable law. Parties understand that such updates are necessary from time to time and will not diminish the quality of the services or materially change any terms or conditions within this Agreement. 2.5 Service Interruption. Services may be interrupted in the event that: (a) Flock’s provision of the Services to Customer or any Authorized End User is prohibited by applicable law; (b) any third-party services required for Services are interrupted; (c) if Services are being used for malicious, unlawful, or otherwise unauthorized use; (d) there is a threat or attack on any of the Flock IP by a third party; or (e) scheduled or emergency maintenance (“Service Interruption”). Flock will make commercially reasonable efforts to provide written notice of any Service Interruption to Customer, to provide updates, and to resume providing access to Flock Services as soon as reasonably possible after the event giving rise to the Service Interruption is cured. Flock will have no liability for any damage, liabilities, losses (including any loss of data or profits), or any other consequences that Customer or any Authorized End User may incur as a result of a Service Interruption. To 138 the extent that the Service Interruption is not caused by Customer’s direct actions or by the actions of parties associated with the Customer, the time will be tolled by the duration of the Service Interruption (for any continuous suspension lasting at least one full day). For example, in the event of a Service Interruption lasting five (5) continuous days, Customer will receive a credit for five (5) free days at the end of the Term. 2.6 Service Suspension. Flock may temporarily suspend Customer’s and any Authorized End User’s access to any portion or all of the Flock IP or Flock Service if (a) there is a threat or attack on any of the Flock IP by Customer; (b) Customer’s or any Authorized End User’s use of the Flock IP disrupts or poses a security risk to the Flock IP or any other customer or vendor of Flock; (c) Customer or any Authorized End User is/are using the Flock IP for fraudulent or illegal activities; (d) Customer has violated any term of this provision, including, but not limited to, utilizing Flock Services for anything other than the Permitted Purpose; or (e) any unauthorized access to Flock Services through Customer’s account (“Service Suspension”). Customer shall not be entitled to any remedy for the Service Suspension period, including any reimbursement, tolling, or credit. If the Service Suspension was not caused by Customer, the Term will be tolled by the duration of the Service Suspension. 2.7 Hazardous Conditions. Flock Services do not contemplate hazardous materials, or other hazardous conditions, including, without limit, asbestos, lead, or toxic or flammable substances. In the event any such hazardous materials are discovered in the designated locations in which Flock is to perform services under this Agreement, Flock shall have the right to cease work immediately. 3. CUSTOMER OBLIGATIONS 3.1 Customer Obligations. Flock will assist Customer Authorized End Users in the creation of a User ID. Authorized End Users agree to provide Flock with accurate, complete, and updated registration information. Authorized End Users may not select as their User ID, a name that they do not have the right to use, or any other name with the intent of impersonation. Customer and Authorized End Users may not transfer their account to anyone else without prior written permission of Flock. Authorized End Users shall not share their account username or password information and must protect the security of the username and password. Unless otherwise stated and defined in this Agreement, Customer shall not designate Authorized End Users for persons who are not officers, employees, or agents of Customer. Authorized End Users shall only use Customer-issued email addresses for the creation of their User ID. Customer is responsible for any Authorized End User activity associated with its account. Customer shall ensure that Customer provides Flock with up to date contact information at all times during the Term of this Agreement. Customer shall be responsible for obtaining and maintaining any equipment and ancillary services needed to connect to, access or otherwise use the Flock Services (e.g., laptops, internet connection, mobile devices, etc.). Customer shall (at its own expense) provide Flock with reasonable access and use of Customer facilities and Customer personnel in order to enable Flock to perform Services (such obligations of Customer are collectively defined as “Customer Obligations”). 139 3.2 Customer Representations and Warranties. Customer represents, covenants, and warrants that Customer shall use Flock Services only in compliance with this Agreement and all applicable laws and regulations, including but not limited to any laws relating to the recording or sharing of data, video, photo, or audio content. 4. DATA USE AND LICENSING 4.1 Customer Data. As between Flock and Customer, all right, title and interest in the Customer Data, belong to and are retained solely by Customer. Customer hereby grants to Flock a limited, non-exclusive, royalty-free, irrevocable, worldwide license to use the Customer Data and perform all acts as may be necessary for Flock to provide the Flock Services to Customer. Flock does not own and shall not sell Customer Data. 4.2 Customer Generated Data. Customer grants Flock a limited, non-exclusive, worldwide, royalty-free license to process Customer Generated Data, as needed, to provide, maintain, and improve the Flock Services. Flock does not claim ownership of, and will not sell, Customer Generated Data. Customer acknowledges that Flock has no obligation to monitor or enforce any intellectual property rights in such data. Flock retains sole discretion to determine the method, timing, format, and medium of access or delivery. 4.3 Training Data. Customer grants Flock a non-exclusive, worldwide, perpetual, royalty- free license to use Training Data solely to improve Flock Services. This includes training machine learning algorithms and supporting diagnostic and corrective efforts necessary for continuity of Flock Services. All Training Data is used internally to enhance recognition of vehicles, objects, and descriptions. For example, Flock may use de-identified images of a newly released car to help distinguish it from similar vehicles. These images are never sold or shared with third parties. To safeguard privacy, Training Data is maintained separately and is never combined in a manner that would render it personally identifiable. Use of such data is critical to ensuring the accuracy and effectiveness of Flock Services. 4.4 Data Distribution. Customer may, upon request, choose to integrate Flock Services with a third party to either distribute Integration Data or Customer Data (such third party, “Recipient”). Upon such request, Customer hereby grants to Flock a non-exclusive, non-transferable, royalty- free, perpetual license to access, share, view, record, duplicate, store, save, reproduce, modify, display, and distribute Customer Data and/or Integration Data, as required by the requested distribution. Customer acknowledges that such data may be viewed, recorded, duplicated, stored, saved, reproduced, modified, displayed, distributed, and retained by Recipient for a period longer than Flock’s standard retention period and hereby provides consent to such retention period. 5. CONFIDENTIALITY; DISCLOSURES 5.1 Confidentiality. To the extent required by any applicable public records requests, each Party (the “Receiving Party”) understands that the other Party (the “Disclosing 140 Party”) has disclosed or may disclose business, technical or financial information relating to the Disclosing Party’s business (hereinafter referred to as “Proprietary Information” of the Disclosing Party). Proprietary Information includes non-public information provided by the Disclosing Party to the Receiving Party regarding features, functionality, and performance of this Agreement. The Receiving Party agrees: (i) to take the same security precautions to protect against disclosure or unauthorized use of such Proprietary Information that the Party takes with its own proprietary information, but in no event less than commercially reasonable precautions, and (ii) not to use (except in performance of the Services or as otherwise permitted herein) or divulge to any third person any such Proprietary Information. The Disclosing Party agrees that the foregoing shall not apply with respect to any information that the Receiving Party can document (a) is or becomes generally available to the public; or (b) was in its possession or known by it prior to receipt from the Disclosing Party; or (c) was rightfully disclosed to it without restriction by a third party; or (d) was independently developed without use of any Proprietary Information of the Disclosing Party. Nothing in this Agreement will prevent the Receiving Party from disclosing the Proprietary Information pursuant to any judicial or governmental order, provided that the Receiving Party gives the Disclosing Party reasonable prior notice of such disclosure to contest such order. At the termination of this Agreement, all Proprietary Information will be returned to the Disclosing Party, destroyed or erased (if recorded on an erasable storage medium), together with any copies thereof, when no longer needed for the purposes above, or upon request from the Disclosing Party, and in any case upon termination of the Agreement. Notwithstanding any termination, all confidentiality obligations of Proprietary Information that is trade secret shall continue in perpetuity or until such information is no longer trade secret. 5.2 Usage Restrictions on Flock IP. Flock and its licensors retain all right, title and interest in and to the Flock IP and its components, and Customer acknowledges that it neither owns nor acquires any additional rights in and to the foregoing not expressly granted by this Agreement. Customer further acknowledges that Flock retains the right to use the foregoing for any purpose in Flock’s sole discretion. Customer and Authorized End Users shall not (i) directly or indirectly, reverse engineer, decompile, disassemble or otherwise attempt to discover or recreate the source code, object code or underlying structure, ideas or algorithms of the Flock Services or any software provided hereunder; modify, translate, or create derivative works based on the Flock Services or any software provided hereunder(ii) attempt to modify, alter, tamper with or repair any of the Flock IP, or attempt to create any derivative product from any of the foregoing; (iii) interfere or attempt to interfere in any manner with the functionality or proper working of any of the Flock IP; (iv) remove, obscure, or alter any notice of any intellectual property or proprietary right appearing on or contained within the Flock Services or Flock IP; (v) use the Flock Services for anything other than the Permitted Purpose; or (vii) assign, sublicense, sell, resell, lease, rent, or otherwise transfer, convey, pledge as security, or otherwise encumber, Customer’s rights. There are no implied rights. 5.3 Disclosure of Customer Data. Subject to and during the Retention Period, Flock may access, use, preserve and/or disclose the Customer Data to law enforcement authorities, government officials, and/or third parties, if legally required to do so or if Flock has a good 141 faith belief that such access, use, preservation or disclosure is reasonably necessary to comply with a legal process, enforce this Agreement, or detect, prevent or otherwise address security, privacy, fraud or technical issues, or emergency situations. 6. PAYMENT OF FEES 6.1 Billing and Payment of Fees. Customer shall pay the fees set forth in the applicable Order Form based on the billing structure and payment terms as indicated in the Order Form. To the extent the Order Form is silent, Customer shall pay all invoices net thirty (30) days from the date of receipt. If Customer believes that Flock has billed Customer incorrectly, Customer must contact Flock no later than thirty (30) days after the closing date on the first invoice in which the error or problem appeared to receive an adjustment or credit. Customer acknowledges and agrees that a failure to contact Flock within this period will serve as a waiver of any claim. If any undisputed fee is more than thirty (30) days overdue, Flock may, without limiting its other rights and remedies, suspend delivery of its service until such undisputed invoice is paid in full. Flock shall provide at least thirty (30) days’ prior written notice to Customer of the payment delinquency before exercising any suspension right. 6.2 Notice of Changes to Fees. In the event of any changes to fees, Flock shall provide Customer with sixty (60) days notice (email sufficient) prior to the end of the Initial Term or Renewal Term (as applicable). Any such changes to fees shall only impact subsequent Renewal Terms. 6.3 Taxes. To the extent Customer is not a tax exempt entity, Customer is responsible for all taxes, levies, or duties, excluding only taxes based on Flock’s net income, imposed by taxing authorities associated with the order. If Flock has the legal obligation to pay or collect taxes, including amount subsequently assessed by a taxing authority, for which Customer is responsible, the appropriate amount shall be invoice to and paid by Customer unless Customer provides Flock a legally sufficient tax exemption certificate and Flock shall not charge Customer any taxes from which it is exempt. If any deduction or withholding is required by law, Customer shall notify Flock and shall pay Flock any additional amounts necessary to ensure that the net amount that Flock receives, after any deduction and withholding, equals the amount Flock would have received if no deduction or withholding had been required. 7. TERM AND TERMINATION 7.1 Term. The initial term of this Agreement shall be for the period of time set forth on the Order Form (the “Initial Term”). Unless otherwise indicated on the Order Form, the Term shall commence upon first installation of Flock Hardware, as applicable. Following the Initial Term, unless otherwise indicated on the Order Form, this Agreement may be renewed for successive renewal terms of the greater of one year or the length set forth on the Order Form upon mutual execution of a written amendment to this Agreement (each, a “Renewal Term”). 142 7.2 Termination. Upon termination or expiration of this Agreement, Flock will remove any applicable Flock Hardware at a commercially reasonable time period. In the event of any material breach of this Agreement, the non-breaching Party may terminate this Agreement prior to the end of the Term by giving thirty (30) days prior written notice to the breaching Party; provided, however, that this Agreement will not terminate if the breaching Party has cured the breach prior to the expiration of such thirty (30) day period (“Cure Period”). Either Party may terminate this Agreement (i) upon the institution by or against the other Party of insolvency, receivership or bankruptcy proceedings, (ii) upon the other Party's making an assignment for the benefit of creditors, or (iii) upon the other Party's dissolution or ceasing to do business. In the event of a material breach by Flock, and Flock is unable to cure within the Cure Period, Flock will refund Customer a pro-rata portion of the pre- paid fees for Services not received due to such termination. 7.3 Survival. The following Sections will survive termination: 1, 3, 5, 6, 7, 8.3, 8.4, 9, 10.1 and 11.6. 8. REMEDY FOR DEFECT; WARRANTY AND DISCLAIMER 8.1 Applicability. Certain provisions of this Section 8 apply only where the Customer has licensed Flock Hardware as part of the Flock Services. Where Customer purchases only software or cloud-based Flock Services, this Section 8 does not create or confer any warranty, remedy, or obligation with respect to Flock Hardware, and any language referencing Flock Hardware shall not apply. 8.2 Manufacturer Defect. Upon a malfunction or failure of Flock Hardware or Embedded Software (a “Defect”), Customer must notify Flock’s technical support team. In the event of a Defect, Flock shall make a commercially reasonable attempt to repair or replace the defective Flock Hardware at no additional cost to the Customer. Flock reserves the right, in its sole discretion, to repair or replace such Defect, provided that Flock shall conduct inspection or testing within a commercially reasonable time, but no longer than seven (7) business days after Customer gives notice to Flock. 8.3 Replacements. In the event that Flock Hardware is lost, stolen, or damaged, Customer may request a replacement of Flock Hardware at a fee according to the reinstall fee schedule (https://www.flocksafety.com/reinstall-fee-schedule). In the event that Customer chooses not to replace lost, damaged, or stolen Flock Hardware, Customer understands and agrees that Flock is not liable for any resulting impact to Flock Service, nor shall Customer receive a refund for the lost, damaged, or stolen Flock Hardware. 8.4 Warranty. Flock shall use reasonable efforts consistent with prevailing industry standards to maintain the Services in a manner which minimizes errors and interruptions in the Services and shall perform the Installation Services in a professional and workmanlike manner. Services may be temporarily unavailable for scheduled maintenance or for unscheduled emergency maintenance, either by Flock or by third-party providers, or because of other causes beyond Flock’s reasonable control, but Flock shall use 143 reasonable efforts to provide advance notice in writing or by e-mail of any scheduled service disruption. 8.5 Disclaimer. THE REMEDY DESCRIBED IN SECTION 8.1 ABOVE IS CUSTOMER’S SOLE REMEDY, AND FLOCK’S SOLE LIABILITY, WITH RESPECT TO DEFECTS. FLOCK IS NOT LIABLE FOR ANY DAMAGES OR ISSUES ARISING FROM THIRD- PARTY DISTRIBUTIONS REQUESTED BY CUSTOMER. AFOREMENTIONED DISTRIBUTION IS AT CUSTOMER’S OWN RISK. FLOCK DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SERVICES. EXCEPT AS EXPRESSLY SET FORTH IN THIS SECTION, THE SERVICES ARE PROVIDED “AS IS” AND FLOCK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THIS DISCLAIMER ONLY APPLIES TO THE EXTENT ALLOWED BY THE GOVERNING LAW OF THE STATE MENTIONED IN SECTION 11.6. 8.6 Insurance. Flock agrees to comply with the insurance requirements included on Exhibit B, which is attached hereto and incorporated herein by reference. 8.7 Force Majeure. Parties are not responsible or liable for any delays or failures in performance from any cause beyond their control, including, but not limited to acts of God, changes to law or regulations, embargoes, war, terrorist acts, pandemics (including the spread of variants), issues of national security, acts or omissions of third-party technology providers, riots, fires, earthquakes, floods, power blackouts, strikes, supply chain shortages of equipment or supplies, financial institution crisis, weather conditions or acts of hackers, internet service providers or any other third party acts or omissions. 9. LIMITATION OF LIABILITY; INDEMNITY 9.1 Limitation of Liability. NOTWITHSTANDING ANYTHING TO THE CONTRARY, FLOCK, ITS OFFICERS, AFFILIATES, REPRESENTATIVES, CONTRACTORS AND EMPLOYEES SHALL NOT BE RESPONSIBLE OR LIABLE WITH RESPECT TO ANY SUBJECT MATTER OF THIS AGREEMENT OR TERMS AND CONDITIONS RELATED THERETO UNDER ANY CONTRACT, NEGLIGENCE, STRICT LIABILITY, PRODUCT LIABILITY, OR OTHER THEORY: (A) FOR LOSS OF REVENUE, BUSINESS OR BUSINESS INTERRUPTION; (B) INCOMPLETE, CORRUPT, OR INACCURATE DATA; (C) COST OF PROCUREMENT OF SUBSTITUTE GOODS, SERVICES OR TECHNOLOGY; (D) FOR ANY INDIRECT, EXEMPLARY, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES; (E) FOR ANY MATTER BEYOND FLOCK’S ACTUAL KNOWLEDGE OR REASONABLE CONTROL INCLUDING REPEAT CRIMINAL ACTIVITY OR INABILITY TO CAPTURE FOOTAGE OR CUSTOMER DATA; OR (F) FOR ANY AMOUNTS THAT, TOGETHER WITH AMOUNTS ASSOCIATED WITH ALL OTHER CLAIMS, EXCEED THE FEES PAID AND/OR PAYABLE BY CUSTOMER TO FLOCK FOR THE SERVICES UNDER THIS AGREEMENT IN THE TWELVE (12) MONTHS PRIOR TO THE ACT OR OMISSION THAT GAVE RISE TO THE LIABILITY, 144 IN EACH CASE, WHETHER OR NOT FLOCK HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS LIMITATION OF LIABILITY OF SECTION ONLY APPLIES TO THE EXTENT ALLOWED BY THE GOVERNING LAW OF THE STATE REFERENCED IN SECTION 11.6. NOTWITHSTANDING ANYTHING TO THE CONTRARY, THE FOREGOING LIMITATIONS OF LIABILITY SHALL NOT APPLY (I) IN THE EVENT OF GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, OR (II) INDEMNIFICATION OBLIGATIONS. 9.2 Responsibility. Each Party to this Agreement shall assume the responsibility and liability for the acts and omissions of its own employees, officers, or agents, in connection with the performance of their official duties under this Agreement. Each Party to this Agreement shall be liable for the torts of its own officers, agents, or employees. 9.3 Flock Indemnity. Flock shall indemnify and hold harmless Customer, its agents and employees, from liability of any kind, including claims, costs (including defense) and expenses, on account of: (i) any copyrighted material, patented or unpatented invention, articles, device or appliance manufactured or used in the performance of this Agreement; or (ii) any damage or injury to property or person directly caused by Flock’s installation of Flock Hardware, except for where such damage or injury was caused solely by the negligence of the Customer or its agents, officers or employees. Flock’s performance of this indemnity obligation shall not exceed the fees paid and/or payable for the services rendered under this Agreement in the preceding twelve (12) months. 10. INSTALLATION SERVICES AND OBLIGATIONS 10.1 Applicability. Certain provisions of this Section 10 apply only where Customer has licensed Flock Hardware as part of the Flock Services. Where Customer purchases only software or cloud-based Flock Services, this Section 10 does not create or confer any rights or obligations with respect to the Flock Hardware, Installation Services, or Deployment Plans, and any language referencing such Flock Hardware, Installation Services, or Deployment Plans shall not apply. 10.2 Ownership of Hardware. Flock Hardware is owned and shall remain the exclusive property of Flock. Title to any Flock Hardware shall not pass to Customer upon execution of this Agreement, except as otherwise specifically set forth in this Agreement. Except as otherwise expressly stated in this Agreement, Customer is not permitted to remove, reposition, re-install, tamper with, alter, adjust or otherwise take possession or control of Flock Hardware. Customer agrees and understands that in the event Customer is found to engage in any of the foregoing restricted actions, all warranties herein shall be null and void, and this Agreement shall be subject to immediate termination for material breach by Customer. Customer shall not perform any acts which would interfere with the retention of title of the Flock Hardware by Flock. Should Customer default on any payment of the Flock Services, Flock may immediately cut off access to the Web Interface and remove Flock Hardware at Flock’s discretion. Such actions, if made by Flock, shall not be deemed a waiver of Flock’s rights to any damages Flock may sustain as a result of Customer’s default and Flock shall have the right to enforce any other legal remedy or right. 145 10.3 Deployment Plan. Flock shall advise Customer on the location and positioning of the Flock Hardware for optimal product functionality, as conditions and locations allow. Flock will collaborate with Customer to design the strategic geographic mapping of the location(s) and implementation of Flock Hardware to create a deployment plan (“Deployment Plan”). In the event that Flock determines that Flock Hardware will not achieve optimal functionality at a designated location, Flock shall have final discretion to veto a specific location and will provide alternative options to Customer. 10.4 Changes to Deployment Plan. After installation of Flock Hardware, any subsequent requested changes to the Deployment Plan, including, but not limited to, relocating, re- positioning, adjusting of the mounting, removing foliage, replacement, changes to heights of poles will incur a fee according to the reinstall fee schedule located at (https://www.flocksafety.com/reinstall-fee-schedule). Customer will receive prior notice and confirm approval of any such fees. 10.5 Customer Installation Obligations. Customer is responsible for any applicable supplementary cost as described in the Customer Implementation Guide attached hereto and incorporated herein. Customer represents and warrants that it has, or shall lawfully obtain, all necessary right title and authority and hereby authorizes Flock to install the Flock Hardware at the designated locations and to make any necessary inspections or maintenance in connection with such installation. 10.6 Flock’s Obligations. Installation of any Flock Hardware shall be installed in a professional manner within a commercially reasonable time from the Effective Date of this Agreement. Upon removal of Flock Hardware, Flock shall restore the location to its original condition, ordinary wear and tear excepted. Flock will continue to monitor the performance of Flock Hardware for the length of the Term. Flock may use a subcontractor or third party to perform certain obligations under this Agreement, provided that Flock’s use of such subcontractor or third party shall not release Flock from any duty or liability to fulfill Flock’s obligations under this Agreement. 11. MISCELLANEOUS 11.1 Compliance with Laws. Parties shall comply with all applicable local, state and federal laws, regulations, policies and ordinances and their associated record retention schedules, including responding to any subpoena request(s). 11.2 Severability. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect. 11.3 Assignment. This Agreement is not assignable, transferable or sublicensable by either Party, without prior consent. Notwithstanding the foregoing, either Party may assign this Agreement, without the other Party's consent, (i) to any parent, subsidiary, or affiliate entity, or (ii) to any purchaser of all or substantially all of such Party's assets or to any successor by way of merger, consolidation or similar transaction. 146 11.4 Entire Agreement. This Agreement, together with the Order Form(s), the reinstall fee schedule (https://www.flocksafety.com/reinstall-fee-schedule), and any attached exhibits are the complete and exclusive statement of the mutual understanding of the Parties and supersedes and cancels all previous or contemporaneous negotiations, discussions or agreements, whether written and oral, communications and other understandings relating to the subject matter of this Agreement. All waivers and modifications must be in a writing signed by both Parties, except as otherwise provided herein. None of Customer’s purchase orders, authorizations or similar documents will alter the terms of this Agreement, and any such conflicting terms are expressly rejected. Any mutually agreed upon purchase order is subject to these terms. In the event of any conflict of terms found in this Agreement or any other terms and conditions, the terms of this Agreement shall prevail. Customer agrees that Customer’s purchase is neither contingent upon the delivery of any future functionality or features nor dependent upon any oral or written comments made by Flock with respect to future functionality or feature. 11.5 Relationship. No agency, partnership, joint venture, or employment is created as a result of this Agreement and Parties do not have any authority of any kind to bind each other in any respect whatsoever. Flock shall at all times be and act as an independent contractor to Customer. 11.6 Governing Law; Venue. This Agreement shall be governed by the laws of the state in which the Customer is located. The Parties hereto agree that venue would be proper in the chosen courts of the State of which the Customer is located. The Parties agree that the United Nations Convention for the International Sale of Goods is excluded in its entirety from this Agreement. 11.7 Special Terms. Flock may offer certain special terms which are indicated in the Order Form and will become part of this Agreement, upon Customer’s prior written consent and the mutual execution by authorized representatives (“Special Terms”). To the extent that any terms of this Agreement are inconsistent or conflict with the Special Terms, the Special Terms shall control. 11.8 Publicity. Upon prior written consent, Flock has the right to reference and use Customer’s name and disclose the nature of the Services in business and development and marketing efforts. Nothing contained in this Agreement shall be construed as conferring on any Party, any right to use the other Party’s name as an endorsement of product/service. 11.9 Feedback. If Customer or Authorized End User provides any suggestions, ideas, enhancement requests, feedback, recommendations or other information relating to the subject matter hereunder, Customer or Authorized End User hereby assigns to Flock all right, title and interest (including intellectual property rights) with respect to or resulting from any of the foregoing. 11.10 Export. Customer may not remove or export from the United States or allow the export or re-export of the Flock IP or anything related thereto, or any direct product thereof 147 in violation of any restrictions, laws or regulations of the United States Department of Commerce, the United States Department of Treasury Office of Foreign Assets Control, or any other United States or foreign Customer or authority. As defined in Federal Acquisition Regulation (“FAR”), section 2.101, the Services, the Flock Hardware and Documentation are “commercial items” and according to the Department of Defense Federal Acquisition Regulation (“DFAR”) section 252.2277014(a)(1) and are deemed to be “commercial computer software” and “commercial computer software documentation.” Flock is compliant with FAR Section 889 and does not contract or do business with, use any equipment, system, or service that uses the enumerated banned Chinese telecommunication companies, equipment or services as a substantial or essential component of any system, or as critical technology as part of any Flock system. Consistent with DFAR section 227.7202 and FAR section 12.212, any use, modification, reproduction, release, performance, display, or disclosure of such commercial software or commercial software documentation by the U.S. Government will be governed solely by the terms of this Agreement and will be prohibited except to the extent expressly permitted by the terms of this Agreement. 11.11 Headings. The headings are merely for organization and should not be construed as adding meaning to the Agreement or interpreting the associated sections. 11.12 Authority. Each of the below signers of this Agreement represent that they understand this Agreement and have the authority to sign on behalf of and bind the Parties they are representing upon the Effective Date. 11.13 Conflict. In the event there is a conflict between this Agreement and any applicable statement of work, or Customer purchase order, this Agreement controls unless explicitly stated otherwise. 11.14 Notices. All notices under this Agreement will be in writing and will be deemed to have been duly given when received, if personally delivered; when receipt is electronically confirmed, if transmitted by email; the day after it is sent, if sent for next day delivery by recognized overnight delivery service; and upon receipt, if sent by certified or registered mail, return receipt requested. All notices will be provided to the email or mailing address listed in the Order Form. 11.15 Non-Appropriation. Notwithstanding any other provision of this Agreement, all obligations of the Customer under this Agreement which require the expenditure of public funds are conditioned on the availability of said funds appropriated for that purpose. To the extent applicable, Customer shall have the right to terminate this Agreement for non appropriation with thirty (30) days written notice without penalty or other cost. These Terms and Conditions are subject to change upon mutual execution of a written amendment to this Agreement. 148 EXHIBIT B Additional Terms and Conditions I. At Flock’s sole expense, Flock 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. COMMERCIAL GENERAL LIABILITY Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit B. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Flock 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. Flock’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Flock shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Flock shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Flock shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. 149 E. Union County shall have no liability with respect to Flock’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Flock. F. Notwithstanding the notification requirements of the Insurer, Flock hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Sheriff’s Office Contract #: 9737 H. Insurance procured by Flock shall not reduce nor limit Flock’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Flock is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Flock 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. Flock 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 Flock, its officers, employees, subcontractors or agents. Flock 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. 150 IV. 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. Flock shall ensure that Flock 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 Flock will be considered a breach of this Agreement, which entitles Union County to terminate this Agreement, without penalty, upon notice to Flock. 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-720 Agenda Date:12/8/2025 TITLE:..title Interlocal Agreement - NC 84 and Potter Intersection Improvement INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 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: October 21, 2024, Regular Meeting, Agenda Item # 24-701 - Approved contribution of $413,000 to the project BACKGROUND: The NCDOT approached Wesley Chapel and Union County in mid-2024 to explore their willingness to contribute local funds as part of a project submittal to the Charlotte Regional Transportation Planning Organization (CRTPO). This partnership was requested after the NCDOT determined the previously funded roundabout design would not accommodate projected traffic volumes. Both Union County and Wesley Chapel agreed to commit $413,000 in October 2024 and the project was funded by CRTPO. This interlocal agreement documents Union County’s fiscal commitment, with payment due during the construction phase of the project. The NCDOT is responsible for all costs that exceed the total estimated cost. FINANCIAL IMPACT: $413,000 from Critical Intersection Capital Fund, likely not expected until FY28 or later. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™167 ϲͬϮϬϮϱ ______:I acknowledge that upon execution of this Agreement, we ŵƵƐƚ submit a down payment, if ƌĞƋƵŝƌĞĚ͘ I also acknowledge that wemay pre-pay any portion of the estimated cost noted in this Agreement, prior to final billing by the Department. Please refer to your Agreement’s PAYMENT TERMS to correctly remit any payment due to the Department. PAYMENT TERMS:PAYMENT TIMING: PAYMENT UPON AGREEMENT EXECUTION Please submit the amount of agreed upon payment via one of the below methods, once you have received notice of execution of the Agreement. PAYMENT PRIOR TO LETTING (OR START OF PHASE) You will be notified by the Project Manager when payment will be due. Please remit payment within 60 days of notification. PAYMENT UPON BILLING The Department will bill at the completion of the Project (or when defined in the Agreement). All payments are due within 60 days of invoicing. NOTE:You may pre-pay any portion of an estimated cost, prior to Departmental Billing. The Department will adjust final billing to account for any pre-payments made. LATE PAYMENTS AND INTEREST RATES: For payments not received within 60 days, the Department must charge a statutory interest rate of prime plus one percent (1%) on all Utility Relocation Agreements. For any other Receivable Agreement, the Department may charge a late fee and/or interest. PAYMENT METHODS 1. SEND PAYMENT BY CHECK OR MAIL TO: NCDOT – Accounts Receivable 1514 Mail Service Center Raleigh, NC 27699-1514 INCLUDE: x Agreement ID (10000xxxxx) x WBS Element 2. SEND PAYMENT VIA ACH (Automated Clearinghouse) Initiate ACH through your bank* and send an e-mail to: 9 6KDPRUDK)RXQWDLQ -VIRXQWDLQ@ncdot.gov 9 Kay Lee - klee@ncdot.gov INCLUDE: x Agreement ID# (10000xxxxx) x WBS Element x Amount of Payment *If you need NCDOT’s Account information, contact .HUU\7XUQHU DWNPWXUQHU#QFGRWJRY ------------------------------------------------------------------------------------------------------------------------------------------------- Failure to follow the above steps and remit payment per the terms in the Agreement may result in delays to project delivery. Please contact your Division Project Manager for questions regarding payment terms. ACCOUNTS RECEIVABLE AGREEMENTS 5(0,77$1&(*8,'$1&( 168 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 1 AGREEMENT OVERVIEW NORTH CAROLINA UNION COUNTY DATE: 10/30/2025 PARTIES TO THE AGREEMENT: PROJECT NUMBERS: NORTH CAROLINA DEPARTMENT OF TRANSPORTATION TIP #: U-6247 WBS ELEMENTS: CON 49223.3.1 AND UNION COUNTY The purpose of this Agreement is to identify the participation in project costs, project delivery and/or maintenance, by the other party to this Agreement, as further defined in this Agreement. SCOPE OF PROJECT (“Project”): This Project consists of intersection improvements at NC 84 and SR 1162 (Potter Road/Wesley Chapel Road). ESTIMATED COST OF THE PROJECT: $ 1,286,183.50 ESTIMATED COSTS TO OTHER PARTY: $ 413,000.00 ESTIMATED COSTS TO DEPARTMENT: $ 873,183.50 RESPONSIBILITY FOR COSTS THAT EXCEED FUNDING: The Department is responsible for all costs that exceed the total estimated cost. BREAK DOWN OF PRIORITY: PRIORITY 3 TOTAL: $ 1,247,405.00 COST TO OTHER PARTY: $ 374,221.50 (30% – Non-Federal Match) COSTS TO DEPARTMENT: $ 873,183.50 (70% – Federal Funds) PRIORITY 4 TOTAL: $ 38,778.50 COST TO OTHER PARTY: $ 38,778.50 (100% – Overmatch) PAYMENT TERMS: Union County will submit payment prior to beginning the construction phase of work. MAINTENANCE: Department EFFECTIVE DATES OF AGREEMENT: START: Upon Full Execution of this Agreement END: When work is complete and all terms are met. 169 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 2 This Agreement is made and entered into on the last date executed below, by and between the North Carolina Department of Transportation, an agency of the State of North Carolina, hereinafter referred to as the Department and the Union County, hereinafter referred to as the County; and collectively referred to as the Parties. The Parties to this Agreement, listed above, intend that this Agreement, together with all attachments, schedules, exhibits, and other documents that both are referenced in this Agreement and refer to this Agreement, represents the entire understanding between the Parties with respect to its subject matter and supersedes any previous communication or agreements that may exist. 170 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 3 I. WHEREAS STATEMENTS WHEREAS, this Agreement is made under the authority granted to the Department by the North Carolina General Assembly under General Statutes of North Carolina (NCGS), particularly Chapter 136-66.1 and 136-66.3; and, WHEREAS, the Department and the County have agreed that the jurisdictional limits of the Parties, as of the date of entering the agreement for the above-mentioned project, are to be used in determining the duties, responsibilities, rights, and legal obligations of the Parties hereto for the purposes of this Agreement; and, WHEREAS, the Department and the County on March 1, 2023, entered into a certain Project Agreement (#9624) for the original scope: construction of a roundabout at the intersection of NC 84 and SR 1162 (Potter Road/Wesley Chapel Road), programmed under Project U-6247, for which the County provided $386,500 to be used as a non-federal match for Federal funds; and, WHEREAS, the County has agreed to provide further participation in costs of the Project as more fully described below; and, WHEREAS, the County and the Village of Wesley Chapel will provide an equal contribution of a Priority 3 match to Federal funds and a Priority 4 overmatch. NOW, THEREFORE, this Agreement states the promises and undertakings of each party as herein provided, and the Parties do hereby covenant and agree, each with the other, as follows: II. RESPONSIBILITIES A. DEPARTMENT The Department shall be responsible for all phases of project delivery to include planning, design, right of way acquisition, utility relocation, construction and maintenance as shown in the PROJECT DELIVERY REQUIREMENTS Provision. B. COUNTY The County shall be responsible for payment as shown in the COSTS AND FUNDING Provision. III.PROJECT DELIVERY REQUIREMENTS A.PLANNING, DESIGN, AND CONSTRUCTION i. The Department will be responsible for preparing the environmental and/or planning document and obtaining any environmental permits. 171 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 4 ii.The Department will be responsible for preparing the plans and specifications and letting the Project to construction. iii. The Department shall construct the Project in accordance with the plans and specifications for the Project. The Department shall administer the construction contract for said Project. All work shall be done in accordance with Departmental standards, specifications, policies, and procedures. B. RIGHT OF WAY ACQUISITION The Department will be responsible for acquiring any needed right of way required for the Project in accordance with the policies and procedures set forth in the North Carolina Right of Way Manual. C.MUNICIPAL UTILITY RELOCATIONS Responsibilities It is understood that there are no municipally-owned water and sewer lines to be adjusted or relocated at this time. If during the project it becomes necessary to adjust or relocate municipally-owned water and/or sewer lines, and the County requests that the Department include this work in the construction contract, then a separate Utility Agreement will be prepared at the appropriate time. D. MAINTENANCE Upon completion of the Project: i. The Department shall be responsible for all traffic operating controls and devices which shall be established, enforced, and installed and maintained in accordance with the North Carolina General Statutes, the latest edition of the Manual on Uniform Traffic Control Devices for Streets and Highways, the latest edition of the “Policy on Street and Driveway Access to North Carolina Highway,” and department criteria. ii.The roadway improvements that are within state-owned right of way shall be considered a part of the State Highway System and shall be owned and maintained by the Department. IV. COSTS AND FUNDING A.PROJECT COSTS AND FUNDING The County has agreed to further participate in Project costs as follows: 172 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 5 i. The estimated cost of the Project is $1,286,183.50. Both Parties understand that this is an estimated cost and is subject to change. ii.The County shall further participate in all Project costs up to a maximum amount of $413,000.00. The Department will participate in all costs up to $873,183.50, and all costs that exceed $1,286,183.50. B.PAYMENT BY THE COUNTY i.Based on the cost participation above, the County shall submit payment for $413,000 prior to the Department initiating the construction phase. The Department will notify the County when the payment is due. The County shall remit payment, in accordance with the attached “Remittance Guidance”. ii.Upon completion of the Project, if actual costs of the Project is less than $1,286,183.50, the Department will reimburse the County any overpayment. V. STANDARD PROVISIONS A. AGREEMENT MODIFICATIONS Any modification to scope, funding, responsibilities, or time frame will be agreed upon by all Parties by means of a written Supplemental Agreement. B.ASSIGNMENT OF RESPONSIBILITIES The Department must approve any assignment or transfer of the responsibilities of the County set forth in this Agreement to other parties or entities. C.AGREEMENT FOR IDENTIFIED PARTIES ONLY This Agreement is solely for the benefit of the identified Parties to the Agreement and is not intended to give any rights, claims, or benefits to third parties or to the public at large. D. OTHER AGREEMENTS The County is solely responsible for all agreements, contracts, and work orders entered into or issued by the County to meet the terms of this Agreement. The Department is not responsible for any expenses or obligations incurred for the terms of this Agreement except those specifically eligible for the funds and obligations as approved by the Department under the terms of this Agreement. 173 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 6 E. TITLE VI The other party to this Agreement shall comply with Title VI of the Civil Rights Act of 1964 (Title 49 CFR, Subtitle A, Part 21) and related nondiscrimination authorities. Title VI and related authorities prohibit discrimination on the basis of race, color, national origin, disability, gender, and age in all programs or activities of any recipient of Federal assistance. F.AUTHORIZATION TO EXECUTE The Parties hereby acknowledge that the individual executing this Agreement has read this Agreement, conferred with legal counsel, fully understands its contents, and is authorized to execute this Agreement and to bind the respective Parties to the terms contained herein. G. DEBARMENT POLICY It is the policy of the Department not to enter into any agreement with parties that have been debarred by any government agency (Federal or State). By execution of this agreement, the County certifies that neither it nor its agents or contractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction by any Federal or State Agency or Department and that it will not enter into agreements with any entity that is debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction. H. INDEMNIFICATION To the extent authorized by state and federal claims statutes, the County will indemnify and hold harmless the FHWA (if applicable), the Department and the State of North Carolina, their respective officers, directors, principals, employees, agents, successors, and assigns from and against any and all claims for damage and/or liability, including those that may be initiated by third parties, in connection with the Project activities performed pursuant to this Agreement including construction of the Project that arise on account of the County’s negligence and/or responsibilities under the terms of this Agreement, except for those claims arising out of the errors, omissions, or negligence of the Department, its respective officers, directors, principals, employees, agents, successors, and assigns. I. AVAILABILITY OF FUNDS All terms and conditions of this Agreement are dependent upon, and, subject to the allocation of funds for the purpose set forth in the Agreement and the Agreement shall automatically terminate if funds cease to be available. J.COUNTERPARTS AND ELECTRONIC SIGNATURES i. This Agreement, and other documents to be delivered pursuant to this Agreement, may be executed in one or more counterparts, each of which will be deemed to be an original 174 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 7 copy and all of which, when taken together, will be deemed to constitute one and the same agreement or document and will be effective when counterparts have been signed by each of the Parties. An image of a manual signature on this Agreement, or other documents to be delivered pursuant to this Agreement, will constitute an original signature for all purposes. The delivery of copies of this Agreement or other documents to be delivered pursuant to this Agreement, including executed signature pages where required, by electronic transmission will constitute effective delivery of this Agreement or such other document for all purposes. ii.The Parties hereto further acknowledge and agree that this Agreement may be signed and/or transmitted by email or a PDF document or using electronic signature technology (e.g. DocuSign, Adobe Sign, or other electronic signature technology), and that such signed record shall be valid and as effective to bind the Party(ies) so signing as a paper copy bearing a handwritten signature. By selecting "I Agree”, “I Accept”, or other similar item, button, or icon via use of a keypad, mouse, or other device, as part of the electronic signature technology, the Parties consent to be legally bound by the terms and conditions of Agreement and that such act constitutes a signature as if actually signed in writing. The Parties also agree that no certification authority or other third-party verification is necessary to validate its electronic signature and that the lack of such certification or third- party verification will not in any way affect the enforceability of its electronic signature. The Parties acknowledge and agree that delivery of a copy of this Agreement or any other document contemplated hereby through the electronic signature technology, will have the same effect as physical delivery of the paper document bearing an original written signature. K. GIFT BAN By Executive Order 24, issued by Governor Perdue, and NCGS 133-32, it is unlawful for any vendor or contractor (i.e. architect, bidder, contractor, construction manager, design professional, engineer, landlord, offeror, seller, subcontractor, supplier, or vendor), to make gifts or to give favors to any State employee of the Governor’s Cabinet Agencies (i.e. Administration, Adult Corrections, Commerce, Environmental Quality, Health and Human Services, Information Technology, Military and Veterans Affairs, Natural and Cultural Resources, Public Safety, Revenue, Transportation, and the Office of the Governor). 175 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 8 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. (DOCUSIGN ONLY) UNION COUNTY Authorized Signer: ______________________ Print Name: ___________________________ Title: _________________________________ Date Signed: __________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Fed Tax ID No: _______________________ Finance Signer: ________________________ Remittance Address: Print Name: ___________________________ ____________________________________ Title: _________________________________ ____________________________________ Date Signed: __________________________ DEPARTMENT OF TRANSPORTATION By: __________________________________ Print Name: ___________________________ Title: _________________________________ Date: ________________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) $SSURYHGDVWR/HJDO)RUP%7, 176 ACCOUNTS RECEIVABLE TIP AGREEMENT – PROJECT COST PARTICIPATION 1000026170 1000027470 9 SIGNATURE PAGE IN WITNESS WHEREOF, this Agreement has been executed the day and year heretofore set out, on the part of the Department and the County by authority duly given. (INK SIGNATURES) UNION COUNTY Attest: Authorized Signer: ______________________ By: _________________________________ Print Name: ___________________________ Title: _______________________________ Title: _________________________________ Date Signed: __________________________ If applicable, this Agreement has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Fed Tax ID No: _______________________ Finance Signer: ________________________ Remittance Address: Print Name: ___________________________ ____________________________________ Title: _________________________________ ____________________________________ Date Signed: __________________________ (DOCUSIGN) DEPARTMENT OF TRANSPORTATION By: __________________________________ Print Name: ___________________________ Title: _________________________________ Date: ________________________________ APPROVED BY BOARD OF TRANSPORTATION ITEM O: (DATE) 177 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-738 Agenda Date:12/8/2025 TITLE:..title Interlocal Agreement - Moores Park Water Main Extension 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 Town of Indian Trail 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 (UCW) Capital Improvement Plan (CIP) includes an annual allocation in the Water Rehabilitation & Replacement Program for the design and construction of water system improvements. The purpose of this interlocal agreement with the Town of Indian Trail is to equally share the construction costs for extending water lines to the Moores Park subdivision. The estimated construction costs for the project is $850,000.00. UCW will be responsible for an amount not to exceed $425,000.00 based on an equal cost share (50%) of the total cost of the project. The Town of Indian Trail agrees to reimburse UCW in an amount not to exceed $425,000.00 based on an equal share (50%) of the total cost of the project. UCW will work with the Procurement Department to issue an Invitation for Bid for the construction of the project upon execution of this interlocal agreement. A future Board action will be requested for the award of the construction contract after bids are received. FINANCIAL IMPACT: None for this agreement. Funds are available within the Water Rehabilitation & Replacement Program to fund the construction bid award in the future. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™178 STATE OF NORTH CAROLINA AGREEMENT FOR ADMINISTERING MOORES PARK WATER MAIN EXTENSION CONTRACTS COUNTY OF UNION THIS AGREEMENT, is made and entered into this______________________________, by and between the Town of Indian Trail, North Carolina (“Indian Trail”) and Union County, North Carolina (“Union”) (hereinafter collectively referred to as the “Parties”) (“Agreement”). W I T N E S S E T H: WHEREAS, the Parties have agreed to work together regarding design and installation of approximately 5,500 linear feet of new water main in Indian Trail to serve the Moore’s Park Subdivision, which project is known as the Moore’s Park Water Main Extension Project (the “Project”); and WHEREAS, the Parties wish to set forth the understandings and responsibilities of each party under this Agreement; and WHEREAS, Union wishes to administer and oversee the Project, including administration of the subsequent engineering and construction contracts; and WHEREAS, Indian Trail believes that the Project is in its best interest and agrees to assist in its funding; and WHEREAS the Parties have determined the Project will provide benefits to Indian Trail and Union; and WHEREAS, the Parties believe that it is most economical and in the best interests of the residents of Indian Trail and the residents of Union County that the Project shall proceed as soon as possible, under the supervision and control of Union, as set forth herein; and WHEREAS, this Agreement is made under the authority of N.C. Gen. Stat. § 160A-460 et seq., and all other applicable law. NOW, THEREFORE, for and in consideration of the mutual covenants and agreements hereinafter set forth, the Parties hereto do each contract and agree with the other as follows: 1. Purpose: The purpose and intent of this Agreement is to provide for a binding agreement that contemplates Union administering and completing the Project within the Town of Indian Trail, subject to Section 4 below, and obligates Indian Trail to pay Union for Indian Trail’s contribution to the Project. 2. Term: This Agreement shall commence upon execution by the Parties and shall continue until final completion of the Project. Union will endeavor to complete the Project no later than December 31, 2026. 179 3. No Joint Agency Established: No joint agency under NCGS § 160A-462 is to be established as a result of the execution of this Agreement. 4. Contracts: Union shall be responsible for procuring, bidding, and contracting for the work to be performed to complete the Project, including the contracts for design and engineering services, as well as for construction of the Project (the “Contracts”). Prior to bidding the contract for construction of the Project (the “Construction Contract”), the Parties shall: A) obtain an engineer’s estimate for the cost of the Project, which shall be approved by Parties; and B) establish the specifications and standards required for the Project, which shall be reviewed and approved by Union. If the Construction Contract is bid, and the total cost of the Project, including the Contracts, would exceed Eight Hundred Fifty Thousand Dollars ($850,000.00), the Parties agree that the Construction Contract may not be awarded without additional agreement between the Parties concerning equal cost sharing for the Project for Project costs in excess of Eight Hundred Fifty Thousand Dollars ($850,000.00). The Parties acknowledge that such event may require amendment to this Agreement. Once the Contracts are awarded, Union shall be responsible for executing and administering the Contracts. 5. Funding: a. Indian Trail agrees to reimburse Union an equal share (50%) of those amounts invoiced under the Contracts, in an amount not to exceed Four Hundred Twenty- Five Thousand and 00/100 Dollars ($425,000.00). b. Union agrees to pay an equal share (50%) of those amounts invoiced under the Contracts, in an amount not to exceed Four Hundred Twenty-Five Thousand and 00/100 Dollars ($425,000.00). c. The Parties agree that the equal share costs from Indian Trail and Union each respectively shall not exceed Four Hundred Twenty Five Thousand Dollars ($425,000.00) under this Agreement without written amendment hereto. d. Payment Due to Union: Indian Trail shall make payment to Union within 30 days after receipt of each invoice. Each invoice shall include sufficient detail such that Union can confirm that the work completed and invoiced was performed per the specifications and terms and conditions under the Contracts. Union shall only use the funds received from Indian Trail for payment of invoices due under the Contracts. 6. Inspection of Work: Union shall inspect and approve the work performed for this Project and may withhold payment if the work is not completed to Union’s satisfaction. Notwithstanding the foregoing, such approval shall not be unreasonably withheld, and payment shall be made promptly when the unapproved condition is remedied. Upon completion of construction and acceptance by Union, the installed water lines and other infrastructure constructed or installed under this Project and subject to the Construction Contract shall be owned, operated, and maintained by Union. 180 7. Amendment or Termination: This Agreement may be amended or terminated only by an instrument in writing executed by the Parties hereto and approved by their respective governing boards. 8. Assignment: Neither party may assign its rights under this Agreement unless by written consent of the other party. 9. Waiver: No waiver of any breach of any one or more of the conditions or covenants of this Agreement by either town shall be deemed to imply or constitute a waiver of any succeeding or other breach under this Agreement. 10. Governing Law and Jurisdiction: North Carolina law shall govern the interpretation and enforcement of this Agreement, and any other matters relating to this Agreement. 11. Severability: Should any one or more of the provisions contained in this Agreement be held invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained in the Agreement shall not in any way be affected or impaired thereby, and this Agreement shall otherwise remain in full force and effect. If any such provision is held to be invalid or unenforceable, then upon the request of either party, the parties shall attempt in good faith to negotiate and agree upon a replacement provision. 12. Counterparts: This Agreement may be simultaneously executed in several counterparts, each of which when so executed shall be deemed to be an original, and such counterparts together shall constitute but one and the same instrument. 13. Miscellaneous: The headings, captions and numbers in this Agreement are solely for convenience and shall not be considered in construing or interpreting any provision in this Agreement. Wherever appropriate in this Agreement, personal pronouns shall be deemed to include other genders and singular to include plural if applicable. 14. Indemnification: To the extent permitted by applicable law, Union agrees to protect, defend, indemnify and hold Indian Trail, 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 Union, its officers, employees, contractors, subcontractors or agents. To the extent permitted by applicable law, Union 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. 181 IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year above written. UNION COUNTY, NORTH CAROLINA: Attest: ______________________________ By:_________________________________ Brian Matthews, County Manager This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. _________________________________ Finance Director Approved as to Legal Form: BTI TOWN OF INDIAN TRAIL: Attest: ______________________________ By: _______________________________ Town Manager This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. _________________________________ Finance Director 182 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-632 Agenda Date:12/8/2025 TITLE:..title Local Emergency Planning Committee INFORMATION CONTACT: Andrew Ansley, Emergency Management, Director, 704-283-3575 ACTION REQUESTED: Approve the nomination of individuals as listed to the Union County Local Emergency Planning Committee (LEPC) for appointment by the North Carolina State Emergency Response Commission and re-appoint Andrew Ansley (Union Co. Emergency Management Director) as the Chair of the Union County LEPC for 2026. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Local Emergency Planning Committee is a federally mandated committee with membership from business, industry, first responders, media, hospitals, schools, environmental groups, universities and the public. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™183 Name Agency Position Address Email CategoryChristopher WhitakerAmateur Radio Primary 5192 Poplar Glen Drive, Indian Trail, NC 28079 cwhitaker@carolina.rr.com Communications / MediaDavid KeeverAmateur Radio Alternate 1144 Millwright Lane, Matthews, NC 28104 david@keever.org Communications / MediaSheila CrunkletonAmerican Red Cross Primary 125 Pedro Street, Suite E, Monroe NC 28110 sheila.crunkleton@redcross.org Community GroupBruce JenksAmerican Red Cross Alternate 8320 Lake Providence Dr. Weddington NC 28104 bruce.jenks@redcross.org Community GroupChad Edwards A & D Environmental Primary 2718 Uwharrie Road, Archdale, NC 27263 cedwards@adenviro.com Environmental GroupSteve Petersen A & D Environmental Alternate 2718 Uwharrie Road, Archdale, NC 27263 spetersen@adenviro.com Environmental GroupAnthony Angelone ATI Primary 3875 Aeropointe Parkway, Monroe NC 28110 Anthony.Angelone@ATImaterials.com FacilityAnthony Austin ATI Alternate 3875 Aeropointe Parkway, Monroe NC 28110 anthony.austin@atimaterials.com FacilityJeff Peterson Atrium Healthcare Primary 600 Hospital Drive, Monroe NC 28112 jeffrey.peterson@atriumhealth.org MedicalLarry French Atrium Healthcare Alternate 5040 Airport Center Parkway Charlotte NC 28208 Larry.French@AdvocateHealth.org MedicalDeion Funderburk Berry Global Primary 3414 Wesley Chapel Stouts Rd. Monroe NC 28110 deionfunderburk@berryglobal.com FacilityPhil Handsel Charlotte Pipe & Foundry Primary 4210 Old Charlotte Hwy, Monroe NC 28112 phandsel@charlottepipe.com FacilityGlenn LeGrandeCity of Monroe HRPrimary 300 W. Crowell St. Monroe, NC 28110 glegrande@monroenc.org Local OfficialJessica EasonCity of Monroe HRAlternate 300 W. Crowell St. Monroe, NC 28110 jeason@monroenc.org Local OfficialAdam Hamilton Conmet Primary 780 Patton Ave, Monroe 28112 adam.hamilton@conmet.com FacilityRick Linville Conmet Alternate 780 Patton Ave, Monroe 28112 rick.lineville@conmet.com FacilityMike Curry Darnel Primary 1809 Airport Rd. Monroe NC 28110 michael.curry@darnelgroup.com FacilityShaun Raney Darnel Alternate 1809 Airport Rd. Monroe NC 28110 shaun.raney@darnel.com FacilityDavid Hyatt Emergency Med. Services Primary 1403 Dove St, Monroe NC 28111 david.hyatt@atriumhealth.org MedicalEric Claflin Emergency Med. Services Alternate 1403 Dove St, Monroe NC 28111 eric.claflin@atriumhealth.org MedicalDon Hall Goulston Technologies, Inc. Primary 700 N Johnson St, Monroe NC 28110 dhall@goulston.com FacilityStacey Henegar Goulston Technologies, Inc. Alternate 700 N Johnson St, Monroe NC 28110shenegar@goulston.com FacilityRichard Harmon Harmon Environmental, PA Primary 615 Bruce Thomas Rd, Monroe NC 28110 harmonenv@yahoo.com Environmental Group2026 Union County Local Emergency Planning Committee184 Kelly Jones Harris Teeter Distribution Primary 6001 Hwy 74 East, Indian Trail NC 28079 kjones@harristeeter.com FacilityDavid StyersHarris Teeter Distribution Alternate 6001 Hwy. 74 East, Indian Trail, NC 28079 dstyers@harristeeter.com FacilityJohnny BlytheHemby Bridge Fire Dept Primary 6628 Mill Grove, Indian Trail, NC 28079 johnnyblythe@hembybridgevfd.com First ResponderDwayne WombleMarion Environmental Primary 1704 Tower Industrial Drive, Monroe NC 28110 dwomble@marionenv.com Environmental GroupBrandon HarlowMarion Environmental Alternate 1704 Tower Industrial Drive, Monroe NC 28110 bharlow@marionenv.com Environmental GroupDavid DobbinsMarshville Police Dept Primary 113 W. Main Street, Marshville NC 28103 ddobbins@marshville.org First ResponderRon FowlerMonroe Fire Department Primary 117 S. Church St. Monroe, NC 28112 rfowler@monroenc.org First ResponderBryan KindleyMonroe Fire Department Alternate 117 S. Church St. Monroe, NC 28112 bkindley@monroenc.org First ResponderJohn Jackson Monroe Police Dept. Primary PO Box 69 Monroe NC 28111 jjackson@monroenc.org First ResponderNick Brummer Monroe Police Dept. Alternate PO Box 69 Monroe NC 28111 nbrummer@monroenc.org First ResponderDavid Lucore Monroe Energy Services Primary 2201 Walkup Ave. Monroe NC 28112 dlucore@monroenc.org Local OfficialRuss Isom Monroe Energy Services Alternate 2201 Walkup Ave. Monroe NC 28112 risom@monroenc.org Local OfficialDavid Rankin Monroe Water Resources Alternate 2119 Old Camden Road, Monroe NC 28112 drankin@monroenc.org Local OfficialKyle Edwards Monroe Water Resources Alternate 775 Treeway Drive, Monroe NC 28110 kedwards@monroenc.org Local OfficialDerek Burris NC DOT Alternate 2327 Tipton Drive, Charlotte, NC 28206 daburris@ncdot.gov TransportationQuinlan McCracken NC DOT Primary 130 S. Sutherland Ave. Monroe NC 28112 qomccracken@ncdot.gov TransportationMark Burnette NC DEQ Primary 925 Village Lake Dr., Monroe NC 28110 mark.burnette@deq.nc.gov EnvironmentalMarkus Nivens Pilgrim's Pride Primary PO Box 668, Marshville NC 28103 markus.nivens@pilgrims.com FacilityEmily Stewart Pilgrim's Pride Alternate PO Box 668, Marshville NC 28103 emily.stewart@jbssa.com FacilityStuart Kerkhoff SAK Environmental LLC Primary 2810 Faircroft Way Monroe, NC 28112 sakenvnc@gmail.com EnvironmentalGreg Beamer Southern States Primary 238 West Main Street, Marshville, NC 28103 greg.beamer@sscoop.com FacilityWilliam Kilgo South Pied. Com. College Primary 4209 Old Charlotte Hwy., Monroe, NC 28112 wkilgo@spcc.edu OtherCharlie Porter Stallings Fire Dept. Primary 4616 Old Monroe Rd. Indian Trail, NC 28079 cporter@stallingsfire.com First Responder2026 Union County Local Emergency Planning Committee185 David MarzecSurteco North America Primary 2011 Rocky River Road N. Monroe NC 28110david.marzec@synthomer.comFacilityKevin StarnesWaxhaw Fire Marshal Primary 6721 Highway 205, Marshville, NC 28103 kstarnes@waxhaw.com First ResponderAdam McLambTown of Indian Trail Primary315 Matthews Indian Trail Rd, Indian Trail NC 2807ajm@indiantrail.org Local OfficialBillie SimpsonTyson Foods Primary 2023 Hasty St. Monroe NC 28111 billie.simpson@tyson.com FacilityMo RezaeeTyson Foods Alternate 233 South Secrest Ave., Monroe NC 28111 mohammad.rezaee@tyson.com FacilityVicki CallicuttUC Communications Primary 2258 Concord Ave. Monroe NC 28110 Vicki.Callicutt@unioncountync.gov Communications / MediaCaleb BrackettUC Communications Alternate 2258 Concord Ave. Monroe NC 28110 caleb.brackett@unioncountync.gov Communications / MediaAndrew AnsleyUC Emergency Mgmt. Primary 2258 Concord Ave. Monroe NC 28110 andrew.ansley@unioncountync.gov Emergency ManagementScott BoyackUC Emergency Mgmt. Alternate 2258 Concord Ave. Monroe NC 28110 scott.boyack@unioncountync.gov Emergency ManagementCharlotte KeziahUC Environmental Health Primary 500 N Main St, Suite 47, Monroe, NC 28112 charlotte.keziah@unioncountync.gov EnvironmentalLaura BakerUC Environmental Health Alternate 500 N Main St, Suite 47, Monroe, NC 28112 laura.baker@unioncountync.gov EnvironmentalJon WilliamsUC Fire Marshal Primary 2258 Concord Avenue, Monroe NC 28110 Jon.Williams@unioncountync.gov First ResponderJohn Helms IIIUC Fire Marshal Alternate 2258 Concord Avenue, Monroe NC 28110 john.helmsIII@unioncountync.gov First ResponderPatrick NilandUC Government Primary 500 N. Main Street, Monroe NC 28112 partrick.niland@unioncountync.gov Local OfficialBrian HelmsUC Commissioner Alternate 500 N. Main Street, Monroe NC 28112 brian.helms@unioncountync.gov Elected OfficialTraci ColleyUC Health Primary 2330 Concord Avenue, Monroe, NC 28110 traci.colley@unioncountync.gov HealthJason GurianUC Health Alternate 2330 Concord Avenue, Monroe, NC 28110 jason.gurian@unioncountync.gov HealthDr. Jay JonesUC Public Schools Primary 400 N Church St Monroe NC 28112 jay.jones@ucps.k12.nc.us OtherStephen HancockUC Public Schools Alternate 400 N Church St Monroe NC 28112 stephen.hancock@ucps.k12.nc.us OtherJeff MorganUC Risk-Security Primary 500 N. Main Street, Monroe NC 28112 jeff.morgan@unioncountync.gov Local OfficialMichael FarrarUC Risk-Security Alternate 500 N. Main Street, Monroe NC 28112 Michael.Farrar@unioncountync.gov Local OfficialCorey BurrowsUC Sheriff's Office Primary 3344 Presson Road, Monroe NC 28112 corey.burrows@unioncountync.gov First ResponderWesley M. Tyson UC Sheriff's Office Alternate 3344 Presson Road, Monroe NC 28112wesley.tyson@unioncountync.govFirst Responder2026 Union County Local Emergency Planning Committee186 Ashley LantzUC Social Services Primary 2330 Concord Avenue, Monroe, NC 28110 ashley.lantz@unioncountync.gov Local OfficialDeCora BowersUC Social Services Alternate 2330 Concord Avenue, Monroe, NC 28110 decora.bowers@unioncountync.gov Local OfficialTheresa TorresUC Transportation Primary 1407 Airport Rd. Monroe, NC 28112 theresa.torres@unioncountync.gov TransportationMatthew SmithUC Transportation Alternate 1407 Airport Rd. Monroe, NC 28112 matthew.smith@unioncountync.gov TransportationJim KingUC Planning Dept. Primary 500 N. Main St. Suite 70, Monroe, NC 28112james.king@unioncountync.govLocal OfficialLee Jenson UC Planning Dept. Alternate 500 N. Main St. Suite 70, Monroe, NC 28112lee.jenson@unioncountync.govLocal OfficialJacob Bryant Vertical Cold Storage Primary 114 Cuddy Dr, Marshville NC 28103 jacob.bryant@verticalcold.com FacilityScott Walsh Vertical Cold Storage Alternate 114 Cuddy Dr, Marshville NC 28103 scott.walsh@verticalcold.com FacilityBrian Stephenson WBTV News Primary PO Box 551, Wingate, NC 28174 bstephenson@wbtv.com Communications / MediaBrandon Tutlowski Wingate University Primary 2201 Brookline Ct. Monroe, NC 28112 b.tutkowski@wingate.edu OtherSteven McLendon Wesley Chapel Fire Dept. Primary 315 Waxhaw Indian Trail Rd. Waxhaw, NC 28173 smclendon@wesleychapelvfd.org First ResponderChris Clark UC Water Primary 4600 Goldmine Road, Monroe NC 28112 christopher.clark@unioncountync.gov Local OfficialJosh Brooks UC Water Alternate 4600 Goldmine Road, Monroe NC 28112 josh.brooks@unioncountync.gov Local OfficialLiz Cooper UC Pub. Communications Primary 500 North Main St., Monroe, NC 28112 liz.cooper@unioncountync.gov Communications / MediaErika Wells UC Pub. Communications Alternate 500 North Main St., Monroe, NC 28112 erika.wells@unioncountync.gov Communications / Media2026 Union County Local Emergency Planning Committee187 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-690 Agenda Date:12/8/2025 TITLE:..title Grant Application - FY2027 Alliance for Children-Smart Start Child Care Health Consultant Continued Grant Funding 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: Requests and appropriation of received funding from the Alliance for Children for this program is approved by the Board annually. BACKGROUND: The Human Services Agency, Public Health Department is seeking approval to apply for FY2027 Smart Start grant funding from the Alliance for Children to support our Child Care Health Consultant (CCHC) program. This program is available to childcare centers and parents that need a link to experts in the field of child health and safety. Childcare licensing regulations offer minimal standards for health care and safety in NC childcare centers. CCHC staff are health care professionals with specialized training and expertise in child health issues who can provide expert guidance and technical assistance on a wide range of health and safety topics. The program has enabled Union County to implement strategies for the health and wellness of children from birth to five years of age, and research demonstrates this age sets the stage for the child’s future success. The Smart Start program has the potential to impact local childcare facilities that can benefit from access to health consultations, including health care plans, training and technical assistance on child health, safety, nutrition and child development. CCHC Registered Nurses have the training to implement health care plans and obtain appropriate resources to assist the childcare providers in successfully including children with special health care needs and/or behavioral needs. FINANCIAL IMPACT: In FY2026, Union County received $91,500 in grant funding and the FY2027 amount is anticipated to remain approximately the same. The FY2027 financial cost to Union County is an in-kind contribution of 19%, which is typically provided by the Human Services Agency through County personnel and Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™188 File #:25-690 Agenda Date:12/8/2025 use of office space. We will know the exact funding amount for which we are eligible when the RFP is released in January 2026. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™189 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-728 Agenda Date:12/8/2025 TITLE:..title Grant Application - FY2027 Alliance for Children-Smart Start Peer Breastfeeding Support Continued Grant Funding INFORMATION CONTACT: Stephanie Starr, Human Services Agency - Community Support and Outreach, Director, 704-296- 4302 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The Human Services Agency Community Support and Outreach Department seeks approval to apply for FY2027 Smart Start grant funding to support the Peer Breastfeeding Support program. Part of the Special Supplemental Nutrition Program for Women, Infants, and Children (WIC) Program, the Breastfeeding Support Program was established in 2000 and is available for at-risk pregnant women, breastfeeding women, and infants. The Program provides prenatal and postpartum support and education to WIC Program participants and Union County residents, which includes prenatal breastfeeding classes, one-on-one consults from a breastfeeding peer counselor, an after-hours telephone hotline, and issuance of various breastfeeding supplies. Breastfeeding is the recommended source of nutrition and preventative health care for the first six months of life and is recommended to be continued for at least one year. Many health and scientific organizations support the benefits of breastfeeding, which is associated with a decreased risk of acute otitis media, nonspecific gastroenteritis, asthma, lower respiratory infection, atopic dermatitis, obesity, childhood leukemia, type I and type II diabetes, necrotizing enterocolitis (NEC) and sudden infant death syndrome (SIDS) for infants and children. It is also prescribed for infants for a variety of reasons such as mal-absorption, congenital anomalies, feeding intolerance, gut priming and immunologic deficiencies. Lack of breastfeeding may be detrimental to maternal health, increasing the risk of developing certain chronic conditions and cancers, and may also lead to quicker additional pregnancies as women may not experience the fertility reduction associated with lactation amenorrhea that occurs when fully breastfeeding. Breastfeeding success is associated with accurate, up-to-date education and support. Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™190 File #:25-728 Agenda Date:12/8/2025 Prenatal and postpartum breastfeeding promotion, education, and support are helpful in building confidence in new mothers, preparing them for what to expect when their infant arrives, and increasing duration and initiation rates. Breastfeeding Peer Counselors significantly improve initiation rates and have been shown to have a positive effect on duration of breastfeeding by providing support from someone who has also breastfed. In FY2026, the Peer Breastfeeding Support Program received $62,807. All funding was expended in FY2025, primarily for personnel-related expenses, and we expect the same in FY2026 and FY2027. FINANCIAL IMPACT: In FY2026, the Peer Breastfeeding Support Program received $62,807 in grant funding and the FY2027 amount is anticipated to remain approximately the same. The FY2027 cost to Union County is an in-kind contribution of 19%, which is typically provided by the Human Services Agency through County personnel (WIC personnel and contracted services provided by WIC’s regional breastfeeding coordinator) and $6,400 for use of office space. We will know the exact funding amount for which we are eligible when the RFP is released in January 2026. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™191 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-730 Agenda Date:12/8/2025 TITLE:..title Grant Application - FY2027 Alliance for Children Subsidized Child Care Assistance Application for Funding INFORMATION CONTACT: Ashley Lantz, Human Services Agency - Social Services Department, Director, 704-296-4380 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Human Service Agency Department of Social Services seeks approval to apply for FY27 Smart Start grant funding to support our Subsidized Child Care Assistance Program. North Carolina boasts one of the highest rates of working mothers with young children in the nation, making the availability of quality child care essential for the State's economic development and stability. Many of Union County's working families are struggling financially to meet the needs of their families. The availability of affordable, quality, legal and safe child care offers them financial support and relief as well as increases their likelihood of being successful in their jobs. By providing subsidized child care assistance to children in Union County, pre-school aged children can get a high-quality early childhood education which increases their chances of being healthy and more socialized. Additionally, early education enhances a child's ability to learn therefore they are better prepared for academic success when it is time for them to enter kindergarten. In FY25, a total of 679 unduplicated children were served through the Subsidized Child Care Program. 105 of those children were funded with Smart Start Funds. The target population we serve with Smart Start Funds is pre-school aged (birth through age 5) residents of Union County, who are placed in a 5 star Union County child care facility or a 5-star child care home that has completed an agreement through NC FAST. One of our goals is to reach out and provide childcare assistance to as many eligible Union County families possible so they can become more financially stable in conjunction with strengthening each child's health, emotional development and educational foundation. FINANCIAL IMPACT: Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™192 File #:25-730 Agenda Date:12/8/2025 In FY26, we received a total of $1,080,000 Smart Start funds for Subsidized Child Care Assistance, including $155,000 for personnel and $925,000 for direct purchase of services. For FY27, we are requesting a total of $1,105,000 which includes $155,000 for personnel and $950,000 for direct purchase of services. No county funds are required. The FY2027 financial cost to Union County is an in-kind contribution of 19%, which is typically provided by the Human Services Agency through County personnel and use of office space. We will know the exact funding amount for which we are eligible when the RFP is released in January 2026. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™193 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-745 Agenda Date:12/8/2025 TITLE:..title Grant Application - FY2027 Alliance for Children-Smart Start Parenting Support and Nurturing Parent Program Continued Grant Funding INFORMATION CONTACT: Stephanie Starr, Human Services, Community Support and Outreach Director, 704-296-4302 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: Requests and appropriation of received funding from the Alliance for Children for this program is approved by the Board annually. BACKGROUND: The Human Services Agency’s Department of Community Support and Outreach seek approval to apply for FY2027 Smart Start funding from the Alliance for Children to support our Parenting Support and Nurturing Parenting (PSNP) Program. The Program, currently in its twelfth year of administration by the County, is available for at-risk parents of children ages birth to five years old who struggle with the parenting role or whose children are experiencing the early stages of child maltreatment and need intervention and treatment. The 13-session PSNP program meets weekly to help participating parents gain a better understanding of their infants, toddlers, and preschoolers as they grow and teach them self-worth, empowerment, and the importance of nurturing and its effect on others. Through self-awareness and skill-building activities, parents increase empathy, develop realistic expectations of children and appropriate family roles, and learn positive discipline practices. Staff provided 722 parent sessions in FY2025 and 217 sessions in FY2026 to date. The program tracks parents who complete all sessions and successfully graduate, boasting a current success rate of 91.8% with a total of 471 parents who have completed the full 13-week program throughout its 14- year history. The estimated savings/economic impact to our community resulting from these parents’ successful program completion is roughly $438,568,200, which factors in the approximate costs of CPS Social Workers and their 0-5-year-old caseloads, the lifetime cost of child maltreatment, and the cost of the Parenting Support and Nurturing Parenting program itself. The Program impacts local child maltreatment recidivism rates, thus affecting the generational ripple effect on families and is a valuable investment that produces high returns for our children and community. Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™194 File #:25-745 Agenda Date:12/8/2025 FINANCIAL IMPACT: In FY2026 Union County received $144,655 in grant funding and the FY2027 amount is anticipated to be $174,000. The financial cost to Union County is an in-kind contribution of 19%, which is anticipated to include supervision expenses of $8,060 and $25,000 for use of office space. We will know the exact funding amount for which we are eligible when the RFP is released in January 2026. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™195 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-731 Agenda Date:12/8/2025 TITLE:..title Contract Amendment - WIC Program Contract Nutritionist INFORMATION CONTACT: Stephanie Starr, Human Services Agency - Community Support and Outreach, Director, 704-296- 4302 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: 1) July 17, 2023, Regular Meeting, Agenda Item # 23-444 - Contract Amendment - WIC Program Nutritionist Services. 2) June 17, 2024, Regular Meeting, Agenda Item # 24-400 - Contract Amendment - WIC Program Nutritionist Services. 3) July 15, 2024, Regular Meeting, Agenda Item # 24-484 - Budget Amendment - WIC Program Nutritionist Services. 4) November 18, 2024, Regular Meeting, Agenda Item # 24-781 - Contract Amendment- WIC Program Nutritionist Services BACKGROUND: The Special Supplemental Nutrition Program for Women, Infants, and Children (WIC) is part of Union County Human Services’ Community Support and Outreach Department. WIC safeguards the health of low-to-moderate income pregnant, postpartum, and breastfeeding women, infants, and children up to age five who are at nutritional risk. The program provides nutritious supplemental foods, referrals to healthcare, and nutrition education delivered by trained WIC nutritionists. Due to ongoing economic challenges, WIC has experienced a sustained rise in demand. In FY2020, our clinic served an average of 2,909 clients per month. As of FY2025, that average has increased to 4,352-a growth of more than 49%. To meet this demand and remain in compliance with federal regulations, we contracted with Nutrition Plus to provide one full-time equivalent (FTE) WIC Nutritionist. The contract history is as follows: 12/1/2022 - Original contract (#7982) executed for up to $25,000; 4/13/2023 - Amended to add $24,500 (total: $49,500); no board action required; 7/17/2023 - BOCC approved amendment increasing total to $107,500 and extended term to 6/30/2024; 1/25/2024 - Added $31,040 (total: $138,540); no board action required; 6/17/2024 - BOCC approved amendment increasing total to Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™196 File #:25-731 Agenda Date:12/8/2025 $163,540 and extended term to 9/30/2024; 9/25/2024 - Utilized $17,349 from FY2025 Agreement Addenda (AA) increase to raise total to $180,889 and extend through 6/30/2025; no board action required; 11/18/2024 - BOCC approved increase to $228,139 following an additional AA increase of $47,250 and extended the term to 6/30/25. For FY2026, North Carolina Department of Health and Human Services awarded Union County WIC an additional $92,432 in our Agreement Addenda since we have continued to serve above 100% of our assigned caseload. On 6/30/25, we utilized $50,000 of the $92,432 to increase the contract’s not- to-exceed to $278,139 and extended the contract date to 12/31/25 (no BOCC action required). We are requesting the remaining $42,432 to increase the Nutrition Plus contract not-to-exceed limit to $320,571 and extend the contract through 6/30/26. FINANCIAL IMPACT: The $42,432 is budgeted at 100% with no required County match. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™197 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-732 Agenda Date:12/8/2025 TITLE:..title Request 1 FTE Nutritionist for WIC Program INFORMATION CONTACT: Stephanie Starr, Human Services Agency - Community Support and Outreach Department, Director, 704-296-4302 ACTION REQUESTED: Approve an additional one (1) FTE to the Human Services Agency Community Support and Outreach Department. PRIOR BOARD ACTIONS: None. BACKGROUND: Demand for services in the Women, Infants & Children (WIC) Program has grown. In FY20, staff served an average of 2,909 clients per month; this increased to 4,361 in FY25. USDA generally recommends a caseload of 500 per 1 FTE Nutritionist, and our average caseload in FY25 was 612 per FTE. To help meet this demand and stay in compliance with federal regulations, we contracted with Nutrition Plus to provide one full-time equivalent (FTE) WIC Nutritionist beginning December 1, 2022. That contract remains in place due to the continued high demand. This contracted position has more than paid for itself. Our program has consistently exceeded the state-assigned caseload, making us eligible for $285,739 in additional funding over the last five years. Our Agreement Addenda revenue has increased $219,147 since FY22 when the nutritionist came on board. Because our funding is directly tied to the number of clients served, losing this staffing capacity could lead to a reduction in revenue. Transitioning this role to a county position would not require any additional county funding and would save a small amount, as the county cost (approximately $102,000 annually for market rate) is less than the $104,000 we currently pay through the contract. In addition to supporting revenue and caseload capacity, the additional staff have significantly improved our ability to meet federal timeliness guidelines. We’ve reduced the wait time for a new appointment from over three months to just 2-3 weeks, which is a major improvement in access to benefits for our clients. We are requesting to allocate WIC funding toward a permanent full-time nutritionist position. A permanent position will be more cost-effective while ensuring we maintain our high service levels and comply with state policies. Adding this position will ensure we continue serving our high caseload efficiently, maintaining eligibility for potential funding increases. Beyond financial benefits, it will enhance service quality, strengthening our reputation in the community. With no WIC-specific cuts in the federal FY26 budget, and the potential in the next few years for increased demand due to Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™198 File #:25-732 Agenda Date:12/8/2025 reductions in other benefit programs like SNAP and Medicaid, we expect this need to remain high. A permanent nutritionist allows us to provide timely food assistance and nutrition education to families in need, improving health outcomes and reducing barriers to access. This investment increases operational efficiency, ensuring long-term program sustainability while reinforcing our commitment to supporting vulnerable families in our community. Funding for this position is covered by WIC AA funding and is budgeted in FY26. Funds will be moved from our professional services budget to our salary budget. No county funds are needed. FINANCIAL IMPACT: Funds will be moved from our professional services budget to our salary budget. No county funds are needed. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™199 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-721 Agenda Date:12/8/2025 TITLE:..title October 2025 NCVTS Motor Vehicle Tax Report INFORMATION CONTACT: Vann Harrell, Tax Administration, Tax Administrator, 704-283-3748; Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: Approve the October 2025 NCVTS Motor Vehicle Tax Refund Report. PRIOR BOARD ACTIONS: None. BACKGROUND: The refunds included in this report represent adjustments made to tax bills that resulted in refunds of motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the Counties and the State. FINANCIAL IMPACT: $3,397.65 Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™200 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest Change001 TAX $0.00 $0.00200 TAX ($125.57) $0.00200 VEHICLE FEE ($30.00) $0.00017 TAX $14.69 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($97.38) ($4.87)200 VEHICLE FEE ($30.00) $0.00028 TAX $10.14 $0.51003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($83.06) $0.00200 VEHICLE FEE ($30.00) $0.00029 TAX $6.13 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 ($0.01)600 TAX $60.53 $3.03200 TAX ($164.42) ($8.22)200 VEHICLE FEE ($30.00) $0.00020 TAX $17.51 $0.88003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($300.76) $0.00200 VEHICLE FEE ($30.00) $0.00026 TAX $20.78 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($108.79) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $11.58 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00930 TAX $5.27 $0.00200 TAX ($132.46) $0.00200 VEHICLE FEE ($30.00) $0.00016 TAX $15.95 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00RefundNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change$0.00($125.57)BRANTLEY, DENNIS FRANKLIN JR4006 HIGHWAY 205($30.00)$14.69$0.00946653496Refund Generated due to adjustment on Bill #0082448500-2024-2024-0000Situs error 10/31/2025BUSY BEAVER PLUMBING COBUSY BEAVER PLUMBING CO418 WHITEFRIARS LN$0.00$0.00$0.00$140.88MARHSVILLE, NC 28103Adjustment >= $1000082448500 VJ5938 PENDINGBRANTLEY, DENNIS FRANKLIN JR941111464Refund Generated due to adjustment on Bill #0083243697-2024-2024-0000Situs error 10/3/2025MATTHEWS, NC 28105Adjustment >= $1000083243697 KME1286 PENDING$0.00$0.00$0.00$121.60$0.00($102.25)($30.00)$10.65$0.00$0.00($83.06)($30.00)$6.13$0.00946652472Refund Generated due to adjustment on Bill #0083032669-2024-2024-0000Situs error 10/31/2025ELY, SAVANNAH TIFFANYELY, SAVANNAH TIFFANY3011 MCKEE RD$0.00$0.00$0.00$106.93MONROE, NC 28112Adjustment >= $1000083032669 VEW5576 PENDINGCOUICK, BETTY GAMBLECOUICK, BETTY GAMBLE3115 LITTLE TOM STARNES R1064985588Refund Generated due to adjustment on Bill #0086907837-2024-2024-0000Situs error 10/31/2025CHARLOTTE, NC 28270Adjustment >= $1000086907837 LHH7097 PENDING$0.00$0.00$0.00$0.00$120.70($0.01)$63.56($172.64)($30.00)$18.39$0.00($300.76)($30.00)$20.78$0.00942244360Refund Generated due to adjustment on Bill #0087632746-2025-2025-0000Situs error 10/9/2025MARTINS, JOEDES PEREIRAMARTINS, JOEDES PEREIRA5702 BARKSTONE DRIVE$0.00$0.00$0.00$309.98WAXHAW, NC 28173Adjustment >= $1000087632746 LKW2938 PENDINGJUNI LLC JUNI LLC9212 CLERKWELL DR940805576Refund Generated due to adjustment on Bill #0081856814-2024-2024-0000Situs error 10/2/2025MATTHEWS, NC 28104Adjustment >= $1000081856814 VET1719 PENDING$0.00$0.00$0.00$127.21$0.00($108.79)($30.00)$11.58$0.00$0.00$5.27($132.46)($30.00)$15.951057850550Refund Generated due to adjustment on Bill #0082523566-2024-2024-0000Situs error 10/1/2025$0.00$0.00$0.00$0.00$141.24CHARLOTTE, NC 28205Adjustment >= $1000082523566 JMH7977 PENDINGMCBRYDE, MARY ADELINEMCBRYDE, MARY ADELINE2509 N DAVIDSON STAPT 334Page 1 of 3201 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX $0.00 $0.01930 TAX $5.27 $0.66200 TAX ($132.46) ($16.56)200 VEHICLE FEE ($30.00) $0.00016 TAX $15.95 $1.99003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($108.68) $0.00200 VEHICLE FEE ($30.00) $0.00800 TAX $8.65 $0.00026 TAX $7.51 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00600 TAX $92.25 $0.00200 TAX ($250.57) $0.00200 VEHICLE FEE ($30.00) $0.00026 TAX $19.85 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.01200 TAX ($124.67) ($8.11)200 VEHICLE FEE ($30.00) $0.00027 TAX $16.32 $1.06003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 ($0.01)Refund001 TAX $0.00 $0.00200 TAX ($131.84) $0.00200 VEHICLE FEE ($30.00) $0.00022 TAX $22.43 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00600 TAX $107.61 $7.00200 TAX ($292.28) ($19.00)200 VEHICLE FEE ($30.00) $0.00019 TAX $37.11 $2.41003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00600 TAX $51.36 $0.00200 TAX ($139.50) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $14.85 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00RefundMCBRYDE, MARY ADELINEMCBRYDE, MARY ADELINE3212 EASTOVER RIDGE DRUNIT 7331057850559Refund Generated due to adjustment on Bill #0081975893-2024-2024-0000Situs error 10/1/2025CHARLOTTE, NC 28211Adjustment >= $1000081975893 JMH7977 PENDING$0.00$0.00$0.00$0.00$155.14$0.01$5.93($149.02)($30.00)$17.94$0.00($108.68)($30.00)$8.65$7.511061432901Refund Generated due to adjustment on Bill #0087670026-2025-2025-0000Situs error 10/16/2025MILLENNIUM HOSPITALIST ASSOCIATES PLLCMILLENNIUM HOSPITALIST ASSOCIATES PLLC2006 CLOVER HILL RD$0.00$0.00$0.00$0.00$122.52MATTHEWS, NC 28104Adjustment >= $1000087670026 TLP8013 PENDINGMCINTYRE, WILLIAM SANFORD IIIMCINTYRE, WILLIAM SANFORD IIIMCINTYRE, MARYELLEN1224 GREYLYN DR1064983203Refund Generated due to adjustment on Bill #0082585202-2024-2024-0000Situs error 10/31/2025INDIAN TRL, NC 28079Adjustment >= $1000082585202 RKD4179 PENDING$0.00$0.00$0.00$0.00$168.47$0.00$92.25($250.57)($30.00)$19.85$0.01($132.78)($30.00)$17.38$0.00941111448Refund Generated due to adjustment on Bill #0084663106-2024-2024-0000Situs error 10/3/2025NEALON, BLAIK STEFANNEALON, BLAIK STEFAN4415 OLD MARSHVILLE RD$0.00$0.00($0.01)$145.40CONCORD, NC 28025Adjustment >= $1000084663106 KMF6598 PENDINGMOORE, MICHAEL RAYMOORE, MICHAEL RAYMOORE, SHASSADI ALEXANDRIA826 ACCENT AVE SE941111264Refund Generated due to adjustment on Bill #0081871909-2024-2024-0000Situs error 10/3/2025WINGATE, NC 28174Adjustment >= $1000081871909 LEM9888 PENDING$0.00$0.00$0.00$139.41$0.00($131.84)($30.00)$22.43$0.00$0.00$114.61($311.28)($30.00)$39.521058405814Refund Generated due to adjustment on Bill #0081858533-2024-2024-0000Situs error 10/2/2025RAMIREZ, VIOLET ROSERAMIREZ, VIOLET ROSE102 SIVER GLEN LN$0.00$0.00$0.00$0.00$187.15MONROE, NC 28110Adjustment >= $1000081858533 NY4738 PENDINGNEW AGE COMMUNICATION LLCNEW AGE COMMUNICATION LLC1701 INDUSTRAIL DR1057850415Refund Generated due to adjustment on Bill #0082309115-2024-2024-0000Situs error 10/1/2025INDIAN TRAIL, NC 28079Adjustment >= $1000082309115 LFM3966 PENDING$0.00$0.00$0.00$0.00$103.29$0.00$51.36($139.50)($30.00)$14.85Page 2 of 3202 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX $0.00 $0.00200 TAX ($83.41) $0.00200 VEHICLE FEE ($30.00) $0.00014 TAX $8.34 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($335.29) $0.00200 VEHICLE FEE ($30.00) $0.00800 TAX $16.68 $0.00026 TAX $26.56 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($368.54) $0.00200 VEHICLE FEE ($30.00) $0.00026 TAX $25.46 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($115.98) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $12.35 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($199.66) $0.00200 VEHICLE FEE ($30.00) $0.00015 TAX $21.93 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00600 TAX $101.85 $0.00200 TAX ($263.60) $0.00200 VEHICLE FEE ($30.00) $0.00023 TAX $25.58 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00RefundRefund Total$0.00($83.41)($30.00)$8.34$0.00943043352Refund Generated due to adjustment on Bill #0087566329-2025-2025-0000Situs error 10/14/2025SCHILL CONCRETE FINISHING INCSCHILL CONCRETE FINISHING INC400 GATEWOOD LN$0.00$0.00$0.00$105.07MONROE, NC 28112Adjustment >= $1000087566329 VX9243 PENDINGROBERTSON, KERRY SHERRILLROBERTSON, KERRY SHERRILL1802 MOUNTAIN SPR CH RD1058750127Refund Generated due to adjustment on Bill #0081797023-2024-2024-0000Situs error 10/3/2025MATTHEWS, NC 28105Adjustment >= $1000081797023 VC9877 PENDING$0.00$0.00$0.00$0.00$322.05$0.00($335.29)($30.00)$16.68$26.56$0.00($368.54)($30.00)$25.46$0.00942476816Refund Generated due to adjustment on Bill #0087645669-2025-2025-0000Situs error 10/10/2025TUCKER, JACOB ATUCKER, JACOB ATUCKER, ASHLEE ANNE3013 WAXHAW INDIAN TRAIL RD$0.00$0.00$0.00$373.08MARVIN, NC 28173Adjustment >= $1000087645669 LEH9236 PENDINGTSUMAS, JONI PANOSTSUMAS, JONI PANOS605 MEDALLION DR942476808Refund Generated due to adjustment on Bill #0087623031-2024-2024-0000Situs error 10/10/2025INDIAN TRAIL, NC 28079Adjustment >= $1000087623031 TLA8649 PENDING$0.00$0.00$0.00$133.63$0.00($115.98)($30.00)$12.35$0.00$0.00($199.66)($30.00)$21.93$0.00946654008Refund Generated due to adjustment on Bill #0082846497-2024-2024-0000Situs error 10/31/2025YARO PLUMBING INCYARO PLUMBING INCPO BOX 731$0.00$0.00$0.00$207.73SAINT LOUIS, MO 63146Adjustment >= $1000082846497 LEV8829 PENDINGWASHINGTON PENN PLASTIC CO., INC.WASHINGTON PENN PLASTIC CO., INC.2281 BALL DR$0.00$101.85($263.60)($30.00)$25.581060024977Refund Generated due to adjustment on Bill #0087578817-2025-2025-0000Situs error 10/9/2025$3397.65$0.00$0.00$0.00$0.00$166.17INDIAN TRAIL, NC 28079Adjustment >= $1000087578817 VM6770 PENDINGPage 3 of 3203 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-722 Agenda Date:12/8/2025 TITLE:..title Grant Application - North Carolina Department of Environmental Quality - Helene Recovery Recycling Infrastructure INFORMATION CONTACT: Caleb Sinclair, Solid Waste, Director, 704-296-4234 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The purpose of this grant program is to assist Hurricane Helene-impacted local governments with the implementation, expansion, recovery, and improvement of waste reduction programs in western North Carolina. The Division of Environmental Assistance and Customer Service (DEACS) administers the Helene Recovery Recycling Infrastructure (HRRI) grant program through funding from the United States Environmental Protection Agency (EPA), Grant D1-05D52025, Hazardous Waste Management State Program Support (66.801) through the American Relief Act of 2025. Successful applicants to the Helene Recovery Recycling Infrastructure grant program will enter into contracts with NCDEQ (the pass-through entity) to become subrecipients of the EPA grant. The Union County department of Solid Waste is committed to providing environmentally responsible and cost-effective waste management solutions and infrastructure for the residents of Union County. We are seeking a $4,306,100 grant to expand our recycling infrastructure which will increase yard waste processing capacity, increase beneficial compost production and enhance safety, program efficiency and public access, at residential waste and recycling centers throughout Union County. Union County manages an average of 6,300 Tons of yard waste annually. This grant will make possible the revitalization of Union County’s composting program as it will make equipment available for processing and composting material on-site on a much greater scale. Currently, this waste material is processed, hauled and disposed off-site by a contract service provider. Equipment made available through the HRRI grant award will position the Union County department of Solid Waste to have the throughput processing capacity to manage increased volumes of material when needed to assist our region with storm generated material if/when future events impact our area. This project Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™204 File #:25-722 Agenda Date:12/8/2025 will create increased processing capacity for yard waste for Union County and will produce beneficial compost material and save the Solid Waste program approximately $300,000 annually in contract costs. Elements of this grant project scope include improvements to recycling convenience centers which will improve public access, enhance safety and efficiency to the collection and transportation of traditional recyclables and E-Waste. FINANCIAL IMPACT: Grant request for $4,306,100 Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™205 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-727 Agenda Date:12/8/2025 TITLE:..title Grant Application - Gary Sinise Foundation First Responder Outreach INFORMATION CONTACT: Jon Williams, Fire Marshal’s Office, Fire Marshal, 980-699-8880 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The Gary Sinise Foundation provides grants to first responder departments for essential equipment and training through its First Responder Outreach Grant program. There are currently known areas in Union County where radio coverage is insufficient, preventing reliable communication among first responders. The Fire Marshal’s office seeks to purchase (2) digital vehicle repeater systems, which are crucial technology in modern public safety communications. They bridge the gap between portable radios and wide area radio networks, ensuring first responders maintain reliable communication in places where normal coverage drops off. Grant amount requested will be approximately $60,643. FINANCIAL IMPACT: There is no County match required for this grant so no cost to the County. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™206 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-739 Agenda Date:12/8/2025 TITLE:..title Capital Project Ordinance Amendments - South Piedmont Community College Aseptic Training Center Construction Project INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Capital Project Ordinance Amendments 184A and 314D. PRIOR BOARD ACTIONS: 1) June 30, 2016 - Approved CPO 184 as part of the Capital Improvement Project (CIP) Adopted Budget for FY 2017. 2) September 19, 2022, Regular Meeting, Agenda Item # 22-657 - Approved CPO 314 for construction of the SPCC Aseptic Training Center. 3) February 19, 2024, Regular Meeting, Agenda Item # 24-114 - Approved CPO Amendment 314A. 4) May 6, 2024, Regular Meeting, Agenda Item # 24-263 - Approved CPO Amendment 314B. 5) May 19, 2025, Regular Meeting, Agenda Item # 25-286 - Approved CPO Amendment 314C. BACKGROUND: As part of the Adopted CIP Budget for FY 2017, Capital Project Ordinance (CPO) 184 was established for SPCC projects, including two projects for parking lot construction (80079) and resurfacing (80078), totaling $812,000. CPO 314 for the construction of the Aseptic Training Center (80179) was first adopted in May 2022 and has been amended three times (as referenced above), with a current balance of $6,175,100. SPCC would like to transfer funds from the parking projects above (80078 and 80079) to the Aseptic Training Center construction project (80179), and complete all of these items as part of a larger single project totaling $6,987,200. Approval of CPO amendments 184A and 314D is required to facilitate this transfer of funds and completion of the project. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™207 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-740 Agenda Date:12/8/2025 TITLE:..title Interlocal Agreement - Town of Marshville Community Development Block Grant Park Lighting and Fencing Project INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County has prepared an Interlocal Agreement with the Town of Marshville to support park improvements funded through the Community Development Block Grant (CDBG) program. The County receives CDBG funds from HUD and will administer lighting, fencing, and related safety and accessibility upgrades at a public park located on Olive Branch Road in Marshville. These improvements meet the CDBG national objective of benefiting low- and moderate-income residents. Under the agreement, Union County will retain full responsibility for procurement, environmental review, financial management, monitoring, reporting, and overall compliance with federal grant requirements. The Town of Marshville will cooperate by providing site access, coordinating work, supporting community engagement, and assuming responsibility for all ongoing maintenance and operation of the improvements once the project is complete. The Town will not receive or directly expend CDBG funds. A separate project agreement will be executed for contracted construction services. The interlocal agreement outlines each party’s obligations, indemnification provisions, term, termination rights, and compliance with applicable federal and state regulations. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™208 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-741 Agenda Date:12/8/2025 TITLE:..title Purchase - Community Development Block Grant Marshville Municipal Park Lighting INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County received a turnkey proposal from Musco Sports Lighting, LLC for new LED lighting at Marshville Municipal Park, supporting baseball, softball, and tennis/basketball facilities. The quote was procured through the Sourcewell cooperative purchasing contract (041123-MSL), for which Union County is an active member. The scope includes demolition of existing wooden poles/fixtures, installation of Musco’s Light- Structure System™ with Total Light Control (TLC-LED™) technology, new electrical service components, signed/sealed engineering drawings, permitting, and required MWBE participation (35%). The system includes a 25-year warranty covering all maintenance, labor, materials, and communication costs via Musco’s Control Link monitoring system. Total Project Cost (Turnkey): $1,125,000 Musco materials and pole modifications: $707,000 Installation (includes 35% MWBE): $395,000 Estimated USE tax: $23,000  This project supports the planned CDBG-funded park improvements in partnership with the Town of Marshville and aligns with the lighting needs for Fields #1-3 and the tennis/basketball courts. FINANCIAL IMPACT: Union County CDBG program will be expending $1,125,000 of its federal funds in a HUD Qualified Census Tract area on Parks and Recreation equipment. Completing this project will push the CDBG program towards compliance with HUD Timeliness and meeting the mission of CDBG in Union Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™209 File #:25-741 Agenda Date:12/8/2025 County. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™210 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-725 Agenda Date:12/8/2025 TITLE:..title Bid Award and Construction Contract - Union County Progress Building Roof Replacement INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director Design and Construction, 704- 420-2626 ACTION REQUESTED: 1) Award contract to Dry-Tech Commercial Roofing Services in the amount of $116,654.78; 2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of Union County, each in the County Manager’s discretion; and 3) adopt Resolution Providing Notice of Construction of the Union County Progress Building Roof Replacement. PRIOR BOARD ACTIONS: None. BACKGROUND: The project scope of work entails replacing the existing stone ballast EPDM roof, metal roof coping, metal flashing, gutters and downspouts on the administrative building with a modified bitumen flat roof system as a part of scheduled life cycle replacement. On October 9, 2025, Procurement and Contract Management partnered with Facilities and Fleet Management to issue an Invitation for Bids, IFB 2025-052. On November 6, 2025, six (6) bids for the titled project were received and processed. All bids were tabulated, reviewed and certified by Gensler. The bids ranged from $116,654.78 - $155,625.00; staff recommends the project be awarded to the lowest, responsive, responsible bidder, Dry-Tech Commercial Roofing Services, in the amount of $116,654.78. FINANCIAL IMPACT: Funding is available within the adopted capital account - Facilities Repair and Renovation, 40080069, to support the construction contract amount of $116,654.78 Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™211 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Gensler IFB 2025-052 100% Construction Documents 09-12-2025 00 11 13 Union County Progress Building Roof Replacement UNION COUNTY, NORTH CAROLINA Union County Progress Building Roof Replacement IFB 2025-052 ADVERTISEMENT FOR BIDS Sealed Bids for Union County Progress Building Roof Replacement will be received by Union County Procurement and Contract Management, 610 Patton Avenue, Monroe, North Carolina 28110 until 3:00 PM local time on November 6, 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 – 2025-052” and shall be addressed to Union County Procurement and Contract Management, Attn: Vicky Watts, 610 Patton Avenue, Monroe, NC 28110. A Non-Mandatory Pre-Bid meeting will be held on October 21, 2025, at 11:00 AM local time at 1407 Airport Road, Monroe, NC 28110. Attendance at this meeting is strongly encouraged. Scope of Work: Work to include reroofing the office building located at 1407 Airport Road, Monroe, NC 28110. Based on the site information, the existing roof system is approximately 5,100 square feet and consists of a stone ballast EPDM roof system. The roof drains to a gutter on the northwest side of the roof and a short parapet wall makes up the remaining perimeter. There are numerous curb-mounted mechanical units and pipe vents located across this roof area. There is also a gas line that feeds each unit that extends across the length of the roof. This building was constructed in the mid-1990s and contains the original roof system. Scope of work includes removal of existing stone ballast, removal of existing roofing membrane and insulation down to decking. Removal of existing metal coping, gutters, and downspouts. New roofing and insulation to be installed per design drawings. New metal copings, metal flashing, gutters, and downspouts to be provided. Existing gas pipes at roof to be painted yellow. Two (2) new 4” plastic pads at existing condensing units to be provided. 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 (Vicky.watts@unioncountync.gov). Deadline for questions is 5:00 PM local time on October 23, 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: Gensler Address: 101 South Tryon Street Suite 2100 Charlotte, NC 28280 Contact Name: Taras Kes Contact E-mail Address: Taras_Kes@gensler.com Contact Phone: (704) 338-0221 Prospective Bidders may examine the Bidding Documents at Union County Procurement and Contract Management at 610 Patton Avenue, Monroe, North Carolina 28110 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. 212 DOCUMENT 00 11 13 - ADVERTISEMENT FOR BID Gensler IFB 2025-052 100% Construction Documents 09-12-2025 00 11 13 Union County Progress Building Roof Replacement Bidding Documents are available in electronic or printed form from Duncan-Parnell via their bid room at https://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: x Download (PDF) $50.00 plus tax x Printed Set and Digital Set $75.00 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. END OF DOCUMENT 00 11 13 213 Invitation for Bid No. 2025-052 Progress Building Roof Replacement ADDENDUM No. 1 ISSUE DATE: October 30, 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. 214 Page 1 of 3 October 21, 2025 Gensler and Associates (Union County) 101 South Tryon Street Suite 2100 Charlotte, NC 28280 Attention: Taras Kes Architect Reference: Pre-Bid Meeting Minutes Union County Progress Building Roof Replacement REI Project No. R25CLT-072 Dear Mr. Kes: A Pre-Bid Meeting was held at 11:00 AM on 10/21/2025 at the project site to discuss the details of the above referenced project. Refer to the attached sign in sheet for the attendance. The following points of interest were discussed: 1. Zach Marlowe opened the meeting and a sign-in sheet was circulated. 2. A brief introduction of the project was provided. 3. Project Documents including Project Manual and Drawings sent electronically prior to the meeting. If you have not received documents, please email REI's Project Manager to request documents. Section 00 11 13-Advertisement for Bids 4. Bids shall be received by Owner until 3:00 PM on 11/6/2025 at 610 Patton Avenue, Monroe, North Carolina 28110. The bids shall be publicly opened and read. 5. Bidder attendance at this pre-bid meeting was recommended but not mandatory. Section 00 21 13-Instructions to Bidders 6. Bid Security will be required and shall be submitted with Contractor's bid. Utilize the form contained in the project manual. 7. Performance and Payment Bonds for the Contract Amount will be required. Utilize the forms contained in the project manual. 8. RMA Form shall be submitted with Contractor's bid. Section 00 41 13-Bid Form 9. One manufacturer for the roof system shall be listed on the Bid Form. 10. A 10% Base Bid contingency allowance shall be contained in the contractor’s Bid. 11. The following Quantity Allowances shall be contained in the Base Bid. a. Repair 100 SF of Corroded Steel Deck (Corrosion Degree 1) with Coating. Refer to Section 05 01 30 – Steel Roof Deck Repair and Securement. 215 REI Project No. R25CLT-072 Page 2 of 3 b. Repair 10 SF of Steel Deck (Corrosion Degree 2) with Steel Plates. Refer to Section 05 01 30 – Steel Roof Deck Repair and Securement. c. Overlay 10 SF of Deteriorated Steel Deck (Corrosion Degree 3) with Steel Deck. Refer to Section 05 01 30 - Steel Roof Deck Repair and Securement. d. Replace 100 SF of Deteriorated Steel Deck (Corrosion Degree 4). Refer to Section 05 01 30 - Steel Roof Deck Repair and Securement. e. Replace 125 BF of Deteriorated Wood Blocking. Refer to Section 06 10 00 – Rough Carpentry. f. Replace 320 SF of Deteriorated Plywood. Refer to Section 06 10 00 – Rough Carpentry. 12. 6 unit prices shall be provided and utilized to determine the applicable quantity allowances. 13. Schedule of Completion: a. The construction duration (including any alternates accepted) for this project shall be 40 calendar days before Liquid Damages shall be incurred of $250.00 per calendar day. b. Time is of the essence. Contractor shall commence work on this project within ten (10) days following receipt of an Executed Agreement between Owner and Contractor. c. Date of commencement will be established in a Notice to Proceed issued to Contractor. 14. Provide all bid enclosures listed on the Bid Form including the following: a. A310-2010 Bid Bond b. Non-Collusion Affidavit c. E-Verify Affidavit d. Roof Manufacturer's Acknowledgement Form 15. For additional information, please contact the Owner's designated MWSBE Representative. Section 01 11 00-Summary of Work 16. A brief outline of the scope of work was reviewed. a. Low Slope Roof Replacement – Roof Area A: i. Remove and dispose of the roof system including flashings and sheet metal down to the steel deck. ii. Secure the existing steel deck to structural framing members. iii. Provide 1.5” Roof Insulation mechanically attached. iv. Provide 2” Roof Insulation adhered in foam adhesive. v. Provide Cover Board adhered in foam adhesive. vi. Provide a two-ply modified bitumen roof membrane along with flashings and accessories. vii. Replace sheet metal flashings and trim. viii. Provide a complete, watertight, 20-year warrantable roof assembly. 17. No materials were sampled or tested for asbestos. Section 01 14 00-Work Restrictions 18. Works hours shall generally be performed during normal business hours. Should the Contractor elect to work on Saturday or Sunday, notification to the Owner and Engineer at least 48 hours in advance shall be required. 216 REI Project No. R25CLT-072 Page 3 of 3 Section 01 40 00-Quality Requirements 19. A full time superintendent is required for the project. Section 01 77 00-Closeout Procedures 20. A Modified Bitumen Roofing System warranty, a Pre-Finished Sheet Metal finish warranty, and Contractor’s Warranty shall be required. 21. Contractor shall submit all closeout documents within thirty (30) days from Punch List. Technical Specifications/Contract Drawings 22. To be reviewed as necessary. Miscellaneous 23. Staging and Material storage areas are as follows: a. Staging and material storage areas shall be determined at the Pre-Construction Meeting. b. Access to the roof shall be via existing wall mounted ladder. Contractor shall thoroughly clean access ladder after the completion of the roof replacement. c. The Contractor will provide a portable toilet facility and handwashing station, as required. 24. Bidders wishing to make additional site visits shall contact Owner/REI to coordinate an appointment for additional visits. Please allow 24 hours of advance notice to schedule the site visit. Bidders shall provide an extension ladder for access to the roof. Bidders must check in at the office immediately upon arrival to the facility. 25. All bidding or specification related questions are to be directed to REI Engineers in writing (email) by 5:00 PM on 10/23/2025 in an effort to keep addenda from being issued after 10/31/2025. Please contact our office if you have any questions or corrections regarding these minutes. Sincerely, REI Engineers Zach Marlowe, EIT Associate Project Engineer Enc: Pre-Bid Meeting Sign-in Sheet cc: Attendees REI Engineers Zach Marlowe, EIT Associate Project Engineer 217 ADDENDUM PROJECT: Union County Progress Building Roof Replacement OWNER: Union County NO.: 01 DATE OF ISSUANCE: 10/30/2025 ENGINEER: REI Engineers REI PROJECT NO: R25CLT-072 This addendum forms a part of the Contract Documents and modifies the original Bidding Documents dated 9/12/2025 as noted below. This addendum consists of 1 page(s), the attached Pre-Bid Meeting Minutes, revised or additional Specification Sections 00 62 33, 00 65 36, 01 21 00, 23 05 29, and the attached revised Drawing XR101. CHANGES TO BIDDING REQUIREMENTS: 1. Pre-Bid Meeting Minutes: the attached Pre-Bid Meeting Minutes dated 10-21-2025 are incorporated into the Contract Documents by reference. 2. Add Section 00 62 33 – Roof Manufacturer’s Acknowledgement. 3. Add Section 00 65 36 – Contractor’s Warranty. CHANGES TO SPECIFICATIONS: 1. Section 01 21 00 - Allowances, replace with the attached, Revision No. 1 Section 01 21 00 - Allowances. 2. Add Section 23 05 29 – Rooftop Hangers and Supports. CHANGES TO CONTRACT DRAWINGS: 1. Drawing XR101 – Roof Plan, replace with the attached, Revision No. 1 Drawing XR101 – Roof Plan. ALL OTHER REQUIREMENTS AND PROVISIONS OF THE BIDDING DOCUMENTS REMAIN UNCHANGED. ACKNOWLEDGE RECEIPT OF THIS ADDENDUM ON THE BID FORM. FAILURE TO DO SO MAY BE CAUSE FOR REJECTION OF THE BID. 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PEASE PLACE | SUITE 201CHARLOTTE, NC 28262www.reiengineers.comNORTH CAROLINAENGINEERING FIRMLICENSE # C-1520GENERAL NOTES:1. THESE DOCUMENTS ARE THEPROPERTY OF REI ENGINEERS, INC.(REI) AND REI RETAINS ALL RIGHTSTHEREIN, INCLUDING COPYRIGHTS. ITMAY ONLY BE USED IN A MANNERCONSISTENT WITH REI'S RIGHTS WHILEREI IS PROVIDING SERVICE FOR THESPECIFIC PROJECT IDENTIFIED ORREFERRED TO HEREIN OR EXTENSIONSTHERETO. IT MAY NOT BE USED FORANY OTHER PURPOSE EXCEPT WITHTHE EXPRESS WRITTEN AGREEMENTOF, AND COMPENSATION TO, REIENGINEERS, INC.2. DIMENSIONS, DETAIL COMPONENTSAND EQUIPMENT PENETRATIONLOCATIONS ARE FOR INFORMATIONONLY. CONTRACTOR IS RESPONSIBLETO FIELD VERIFY ALL INFORMATIONPROVIDED.3. ONLY ONE DETAIL INDICATOR MAY BESHOWN FOR EACH TYPE OF ROOFPENETRATION. ALL OTHER SIMILARPENETRATIONS ARE TO BE FLASHED ASREQUIRED BY THE TYPICAL DETAILINDICATOR, UNLESS OTHERWISENOTED.4. NOTES ARE INTENDED TO PROVIDETYPICAL LOCATIONS OF WORK. IT ISTHE CONTRACTORS RESPONSIBILITYTO QUANTIFY ALL LOCATIONS.SHEET NOTES:1. REMOVE ABANDONED PENETRATIONAND PROPERLY REPAIR ROOF DECK.2. PROVIDE NEW 4" PLASTICNON-PENETRATING EQUIPMENTSUPPORTS.3. REPLACE EXISTING EXTERIOR GAS LINEWITH NEW INCLUDING VALVES ANDREGULATORS. PROVIDE MINIMUM 8"FLASHING HEIGHT AT ROOFPENETRATION.4. PROVIDE WALKPAD WHERE INDICATEDON ROOF PLAN.5. INSTALL FREESTANDING FROSTRESISTANT HYDRANT FOR HOSECONNECTION AT ROOF.6. REPLACE RUSTED CAPS AT EXHAUSTSLEEVES.7. 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FT. 26WIND ZONESZONE 1 (FIELD)ZONE 3 (CORNER)ZONE 2 (PERIMETER)© GenslerDateDescriptionProject NameGensler Project NumberDescriptionSheet NumberSeal / Signature2024Tel 704.377.2725Fax 704.377.2807101 South Tryon StreetSuite 2100Charlotte, NC 28280United States6/20/2025 11:36:16 AM\\gensler.ad\Projects\59\59.6957.200\BIM\Building Model\_Central Model File\059.6957.200_Union Co_Progress Building_ReRoofing.rvt059.6957.200Union County Progress BuildingRoof Replacement.IFB# 2025-052UNION COUNTY1407 Airport Rd, Monroe, NC 2811009/12/2025Engineering solutions for tomorrow®1927 J.N. PEASE PLACE | SUITE 201CHARLOTTE, NC 28262www.reiengineers.comNORTH CAROLINAENGINEERING FIRMLICENSE # C-1520XR101ABBREVIATION LIST:AB ABANDONEDALUM. ALUMINUMBLDG. BUILDINGCJ CONTROL JOINTDS DOWNSPOUTEJ EXPANSION JOINTEPDM ETHYLENE PROPYLENE DIENEMONOMEREX. EXISTINGGALV. GALVANIZEDGA. GAUGEHT HEIGHTMAX. MAXIMUMMIN. MINIMUMN.I.C NOT IN CONTRACTNOM. NOMINALN.T.S. NOT TO SCALEO.C. ON CENTEROF OVERFLOWPS PRESSURE SENSITIVEPVC POLYVINYL CHLORIDERPLC. REPLACEMENTSF SQUARE FEETS.S. STAINLESS STEELSIM. SIMILARTERM. TERMINATE/TERMINATIONTYP. 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Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-743 Agenda Date:12/8/2025 TITLE:..title Contract - UC Jail Rooftop HVAC Replacement Units INFORMATION CONTACT: Linda Whitaker, Facilities & Fleet Management, Assistant Director of Design and Construction, 704 - 420-2626 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: Project to replace 13 Rooftop HVAC Units at the Union County Jail. Includes labor and materials, program, installation, testing, warranty and training for the system operators. Pricing indicates a full Turnkey project, including but not limited to engineering, management, equipment, testing, adjusting and balancing. 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 UC Jail Rooftop HVAC Replacement Units and Installation will be made using OMNIA Group Purchasing Program) Trane's OMNIA Contract #3341- Project ID- F1-262533-25-003 quoted by Trane U.S. Inc. FINANCIAL IMPACT: The anticipated cost for the UC Jail Rooftop HVAC Replacement Units and Installation is $498,830.00 and is budgeted accordingly for FY26. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™254 Updated 02.06.24 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION 1. AGREEMENT. This agreement (“Agreement”) is entered into on ___________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina (“Union”), and TRANE U.S. INC., a Delaware corporation authorized to business in North Carolina (“Contractor”), whose business address is 4501 South Tryon Street, Charlotte, NC 28217. 2. INDEPENDENT CONTRACTOR. Contractor shall be an independent contractor in all its activities pursuant to this Agreement. Neither Contractor nor any of its employees are to be considered Union's employee or agent for any purpose including, but not limited to, the accrual of any employee benefits. Contractor is not authorized to represent Union or otherwise bind Union in any dealings between Contractor and third parties. Any employees furnished by Contractor under this Agreement shall be deemed to be Contractor's employees exclusively. 3. SCOPE OF THE WORK. Contractor shall furnish all labor, equipment, tools, materials, supplies, transportation, tests and supervision required to complete in a workmanlike manner the work described in Trane Proposal #8372983, dated October 3, 2025, which is attached hereto and incorporated herein by reference (“Work”). Union is not financially committed by this agreement to purchase any minimum amount of services. 4. PERIOD OF PERFORMANCE. This Agreement shall commence as of the date first written above. Contractor shall promptly commence Work and shall achieve final completion of the Work within one hundred and eighty (180) days from Contractor’s receipt of notice to proceed from Union. 5. PAYMENT FOR WORK. Union shall pay Contractor Four Hundred and Ninety- Eight Thousand Eight Hundred and Thirty Dollars ($498,830.00) for the Work, as set forth in the Contractor’s Proposal. Payment for work satisfactorily completed shall be made within thirty (30) days of receipt of invoice by Union’s finance office. Contractor shall submit documentation supporting its entitlement to payment as required by Union, and Union shall have no obligation to pay Contractor unless and until Union has received such documentation. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 6. LICENSING REQUIREMENTS. Contractor represents and warrants that it is and shall remain properly licensed at all times in the performance of Work. 7. PERMITS AND LICENSES. Unless otherwise agreed in writing in advance by Union, Contractor shall obtain and pay for all licenses and permits that are required for it to perform Work. 8. COMPLIANCE WITH LAWS/COMPLIANCE WITH RULES AND POLICIES OF UNION. In performing the services pursuant to this Agreement, Contractor shall comply with all laws, rules, regulations, ordinances, codes, standards, and orders of any and all governmental 255 Updated 02.06.24 2 bodies, agencies, authorities, and courts having jurisdiction. Contractor also shall comply with all rules and policies of Union. 9. INSURANCE. Contractor shall comply with the insurance requirements set forth in Exhibit A, attached and incorporated herein by reference. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 10. TAXES. Contractor shall be responsible for paying all taxes, fees, assessments and premiums of any kind payable on its employees and operations. Contractor shall substantiate, on demand by Union, that all taxes and other charges are being properly paid. Pursuant to N.C.G.S. § 105-164.14, Union is eligible for sales and use tax refunds on all materials which become a permanent part of the construction. Contractor agrees to provide Union such documentation as may be necessary to meet the requirements of the North Carolina Department of Revenue regarding requests for refund of sales and use taxes. Such requirements include those described in the North Carolina Department of Revenue Sales and Use Tax Technical Bulletins § 18-2(F), outlined below: To substantiate a refund claim for sales or use taxes paid on purchases of building materials, supplies, fixtures, and equipment by a contractor, Union must secure from a contractor certified statements setting forth the specific required information. A “certified statement” is a statement signed by a contractor’s Union, a corporate officer of a contractor, or an employee of a contractor who is authorized to provide information set forth in the statement. The certified statement must include all of the following information: a. The date the property was purchased; b. The type of property purchased; c. The cost of property purchased and the amount of sales and use taxed paid thereon; d. The vendor from whom the property was purchased; e. The project for which the property was purchased; f. If the property was purchased in the State of North Carolina, the county to which it was delivered, or, if the property was not purchased in the State of North Carolina, the county in which the property was used; and g. The invoice number of the purchase. In the event Contractor makes several purchases from the same vendor, such certified statement must indicate the invoice numbers, the inclusive dates of the invoices, the total amount of the invoices, and the State and local sales and use taxes paid thereon. Such statement must also include the cost of any tangible personal property withdrawn from Contractor’s warehouse stock and the amount of State and local sales or use tax paid thereon 256 Updated 02.06.24 3 by Contractor. Any local sales or use taxes included in Contractor’s statements must be shown separately from the State sales or use taxes. Contractor’s statements must not contain sales or use taxes paid on purchases of tangible personal property purchased by Contractor for use in performing the Contract which does not annex to, affix to or in some manner become a part of the building or structure that is owned or leased by a governmental agency and is being erected, altered or repaired for use by a governmental entity as defined by N.C.G.S. § 105-164.14(c). Examples of property on which sales or use tax has been paid by Contractor and which shall not be included in Contractor’s certified statement are scaffolding, forms for concrete, fuel for the operation of machinery and equipment, tools, equipment, equipment repair parts and equipment rentals. Similar certified statements by Subcontractors must be obtained by Contractor and furnished to Union. Contractor shall submit notarized sales tax certificates which meet the requirements detailed above with each Application for Payment. Payment will not be made until the sales tax certificate(s) have been submitted to Union. Union is the recipient of sales tax refunds and no such funds shall be provided to Contractor, or claim made by Contractor therefor. 11. WARRANTY OF WORK. Contractor warrants that all Work shall be new, unless otherwise agreed in this Agreement, and of good quality and performed in a good and workmanlike manner. Contractor shall, at its own expense, at the request of Union, promptly replace or repair any defective or deficient Work for a period of one year after completion of Work. The express warranty contained in this section shall not diminish any of Union's rights against Contractor with respect to the time within which proceedings may be commenced to establish Contractor's liability with respect to Contractor's obligations other than specifically to correct Work. 12. SAFETY. Contractor shall establish and enforce safe working procedures at all times during its performance of Work in accordance with all federal, state and local laws, ordinances, rules and regulations pertaining to safety. 13. AGE LIMITS. No employee of Contractor under the age of 18 shall be permitted on property owned or leased by Union. 14. CLEANUP. Contractor shall keep its work areas clean of debris and excess materials, and at the end of each day will leave its work areas in broom-clean condition. If Contractor fails to clean up as required herein, Union may clean up and deduct the cost from Contractor's payment. 15. LIABILITY. Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 257 Updated 02.06.24 4 16. DEFAULT/TERMINATION. If Contractor fails or refuses to supply sufficient and properly skilled labor, equipment or materials, or fails in any respect to diligently prosecute Work, or otherwise is in default or breach of any term of this Agreement, Union may terminate this Agreement upon 24 hours' written notice. In the event of such termination, Contractor immediately will stop work and remove its employees from Union's property. Union may complete the Work in whatever way it determines best, and at completion of the Work shall pay Contractor for the value of the Work performed by Contractor (excluding profit) but unpaid prior to the termination, less any costs incurred by Union to correct any deficiencies or defects attributable to Contractor's work. 17. TERMINATION FOR CONVENIENCE. Union may terminate this Agreement at any time upon three (3) days’ written notice to Contractor. Such termination shall be effective in the manner specified in such written notice. Upon a termination for convenience, Union shall pay Contractor for Work performed to the date of termination. Contractor shall accept such payment in full and final payment and shall make no claim of any kind against Union, including but not limited to any claim for any additional payment. 18. ASSIGNMENT. Neither this Agreement, nor any payments to be earned pursuant to this Agreement, may be assigned by Contractor without the prior written consent of Union. 19. NO WAIVER. Union's not insisting upon strict compliance with any of the provisions of this Agreement, or not exercising any of its options provided herein, shall not be construed as a waiver of its right thereafter to require such compliance or to exercise any such options. 20. E-VERIFY. E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Contractor shall ensure that Contractor and any subcontractor performing work under this Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union to terminate this Agreement, without penalty, upon notice to Contractor. 21. ENTIRE AGREEMENT. This Agreement represents the entire agreement of the parties, and may not be modified except in writing signed by both parties. 22. GOVERNING LAW. This Agreement shall be construed and enforced in accordance with the laws of the State of North Carolina. The parties to this agreement confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of Union County, North Carolina. 23. AUTHORITY. Each signatory below warrants that it has the corporate or other organizational power and authority to execute, deliver and perform this Agreement. Each signatory further warrants that the execution, delivery and performance by it of the Agreement has been duly authorized and approved by all requisite action of the party’s management and appropriate governing body. 258 Updated 02.06.24 5 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals and caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY TRANE U.S. INC. By: (SEAL) By: (SEAL) Brian W. Matthews, County Manager Approved as to Legal Form CJB This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 259 Updated 02.06.24 6 EXHIBIT A INSURANCE REQUIREMENTS I. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto II. ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). 260 Updated 02.06.24 7 D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Facilities Contract #: 9971 H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 North Main Street Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. K. Notwithstanding anything in the Agreement to the contrary, Contractor acknowledges that Union County is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act, and that this Agreement, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. If a public records request is made for any documents related to this event, Union County will notify Contractor of the request and of the date that any responsive documents will be released to the requester unless Contractor obtains a 261 Updated 02.06.24 8 court order enjoining that disclosure. If Contractor fails to obtain the court order enjoining disclosure, Union County will release the requested information on the date specified. 262 Trane Proposal Proposal For: Union County Detention Center Jobsite Address: 3344 Presson Road Monroe, NC 28112 Local Trane Office: Trane U.S. Inc. 4501 South Tryon Street Charlotte, NC 28208 Local Trane Representative: John S. Hawker Account Executive Cell: 704-280-7080 jhawker@trane.com Proposal ID: 8372983 Trane License Number: SC # M111417, NC # 28889 Date: October 3, 2025 263 ©2025 Trane All rights reserved Page 1 of 10 Confidential and Proprietary Information of Trane U.S. Inc. Prepared For: Date: Union County October 3, 2025 C/O- Mr James Mangum Job Name: Proposal Number: Union County Detention HVAC Project 8372983 Delivery Terms: Payment Terms: Net 30 Net 30 State Contractor License Number: Proposal Expiration Date: SC # M111417, NC license # 28889 30 Days Scope of Work Trane US Inc. proposes installing HVAC equipment for the systems as outlined below. We will provide labor and materials as listed to engineer, program, install, checkout, test, and warranty the HVAC equipment upgrade and provide training for the system operators. Pricing indicates a full Turnkey project, including but not limited to engineering, management, equipment, testing adjusting and balancing. Project pricing in compliance with Trane's OMNIA Contract #3341- Project ID- F1-262533-25-003 Units to be replaced Detention Side RTU 8 YSC120E4RH Ser#100411688L RTU 9 YSC120E4RH Ser#111312804L RTU 10 YSC036E Ser# 100610406L RTU 11 YSC048E4RL Ser# 100411666L RTU 12 YSC048E Ser# 100411672L RTU 13 YSC048E Ser# 100411660L RTU 15 YSC072E4EH Ser# 111312749L RTU 16 YSC072E4EH Ser# 111312556L Administration Side AC 1 WSC060E4R0 Ser# 111312714L AC 2 SAHLF2040F Ser# C12A00054 AC 3 SAHLF2040F Ser# C12A00053 AC 4 THC036A4R0A1C00BOA200B000 Ser# 4371006541 AC 5 4TCC3036A1000AA Ser# 7314Y9U9H 264 ©2025 Trane All rights reserved Page 2 of 10 Confidential and Proprietary Information of Trane U.S. Inc. Equipment and Materials Demolition x Lock out tag out all equipment and make ready for demolition x Remove all refrigerant and dispose of properly in accordance with EPA and local guidelines x Disconnect all electrical and low voltage connections x Disconnect any other ancillary items and make ready for removal x Remove all units from the site Equipment, Controls and Materials Installation x Provide and install two (2) 10-ton gas pack units x Provide and install two (2) 3-ton gas pack units x Provide and install three (3) 4-ton gas pack units x Provide and install two (2) 6-ton gas pack units x Provide and install one (1) 5-ton gas pack unit x Provide and install two (2) 20-ton Intellipak Units x Provide and install one (1) 3-ton cooling unit – Unit replacement of 2-ton unit with new 3-ton unit server room. Includes but not limited to: Provide and install load and line side conduit, breaker, disconnect and conductors x Provide and install necessary curb adaptors and transitions x Provide and install new electrical required for installation x Provide and install load side conduit, breaker, disconnect and conductors x Provide Building Automation Controls to Administration area (units AC-1-thru 5) x All other units replaced will be provided with communicating thermostats and connected to the Honeywell system currently being used. x Provide controls integration into existing JACE (only units AC-1 thru 5 and RTU 9 for Building Automation Controls) x Provide integration to controls for RTU 9 with Trane CCP zone system replacement and integration back to the existing JACE x Provide Graphics, Engineering and Programming x Provide all lifts, rigging and setting of new equipment x Provide Stainless Steel Gas Heat Exchangers on all units with gas heat x The Existing ERV in the Administration Area will be decommissioned, removed, and capped off properly Start-up x Provide TRANE factory start-up, check out and commissioning of the new equipment and system. 265 ©2025 Trane All rights reserved Page 3 of 10 Confidential and Proprietary Information of Trane U.S. Inc. Warranty x Provide one-year labor and refrigerant on all components of this project x Provide 5-year compressor warranty x Provide 3-year parts warranty x Provide 15 year warranty on heat exchanger Systems and services not included x Warranty of existing systems x Line Side electrical x Network drops/ IP address x Fire alarm system integration and testing Proposal Notes/ Clarifications x All work to be performed during normal business hours (8am to 5pm, M-F, non-holidays) x Submittals to be provided by Trane Tech x Provide full project management and project scheduling with updates x Provide all permits, insurance and licenses Pricing and Acceptance Price Total Net Price (Including Use Tax)………………………………………………$ 498,830.00 Equipment and materials $324,200 Labor $174,630 Respectfully submitted, Merritt Flowers Special Projects Consultant Trane Carolinas- Southern Atlantic Region Mobile - (803) 917-5989 ůůƉƌŝĐŝŶŐŝŶĐůƵĚĞƐƵƐĞƚĂǆŽŶŵĂƚĞƌŝĂůƐŽŶůǇ͘E^ĂůĞƐƚĂǆŝƐĞǆĐůƵĚĞĚĨƌŽŵƚŚĞƉƌŝĐĞƐƵďũĞĐƚƚŽƐĂƚŝƐĨĂĐƚŽƌǇĐŽŵƉůĞƚŝŽŶŽĨ ƚŚĞEŽƌƚŚ ĂƌŽůŝŶĂĞƉĂƌƚŵĞŶƚŽĨZĞǀĞŶƵĞ&ŽƌŵͲϱϴϵϭ͕ĨĨŝĚĂǀŝƚŽĨĂƉŝƚĂů/ŵƉƌŽǀĞŵĞŶƚKZͲϱϵϱ͕^ƚƌĞĂŵůŝŶĞĚ^ĂůĞƐĂŶĚhƐĞdĂǆŐƌĞĞŵĞŶƚ ĞƌƚŝĨŝĐĂƚĞŽĨǆĞŵƉƚŝŽŶ͘ 266 ©2025 Trane All rights reserved Page 4 of 10 Confidential and Proprietary Information of Trane U.S. Inc. ACCEPTANCE This proposal is subject to the Customer’s acceptance of the attached Trane Terms and Conditions (Installation). We value the confidence you have placed in Trane and look forward to working with you. Submitted By: Merritt Flowers Office: 704-526-9600 ___________________________________________Proposal Date: October 3, 2025 CUSTOMER ACCEPTANCE TRANE ACCEPTANCE Trane U.S. Inc. Authorized Representative Authorized Representative Printed Name MERRITT FLOWERS Printed Name Title Title PROJECT LEADER Purchase Order Signature Date 082625 Acceptance Date: License Number: SC # M111417, NC license # 28889 Project pricing in compliance with Trane's OMNIA Contract #3341- Project ID- F1-262533-25-003 267 ©2025 Trane All rights reserved Page 5 of 10 Confidential and Proprietary Information of Trane U.S. Inc. TERMS AND CONDITIONS – COMMERCIAL TURNKEY INSTALLATION – Trane Equipment and Related Work “Trane” or “Company” shall mean Trane U.S. Inc. for Work performed in the United States or Trane Canada ULC for Work performed in Canada. 1. Acceptance; Agreement. These terms and conditions are an integral part of Company’s offer and form the basis of any agreement (the “Agreement”) resulting from Company’s proposal (the “Proposal”) for the commercial goods and/or services described (the “Work”). COMPANY’S TERMS AND CONDITIONS AND EQUIPMENT PRICES ARE SUBJECT TO PERIODIC CHANGE OR AMENDMENT.The Proposal is subject to acceptance in writing by the party to whom this offer is made or an authorized agent (“Customer”) delivered to Company within 30 days from the date of the Proposal. Prices in the Proposal are subject to change at any time upon notice to Customer. If Customer accepts the Proposal by placing an order, without the addition of any other terms and conditions of sale or any other modification, Customer’s order shall be deemed acceptance of the Proposal subject to Company’s terms and conditions, and the final Proposal price (“Proposal Price”). If Customer’s order is expressly conditioned upon Company’s acceptance or assent to terms and/or conditions other than those expressed herein, return of such order by Company with Company’s terms and conditions attached or referenced serves as Company’s notice of objection to Customer’s terms and as Company’s counteroffer to provide Work in accordance with the Proposal and the Company terms and conditions. If Customer does not reject or object in writing to Company within 10 days, Company’s counteroffer will be deemed accepted. Notwithstanding anything to the contrary herein, Customer’s acceptance of the Work by Company will in any event constitute an acceptance by Customer of Company’s terms and conditions. This Agreement is subject to credit approval by Company. Upon disapproval of credit, Company may delay or suspend performance or, at its option, renegotiate prices and/or terms and conditions with Customer. If Company and Customer are unable to agree on such revisions, this Agreement shall be cancelled without any liability, other than Customer’s obligation to pay for Work rendered by Company to the date of cancellation. 2. Connected Services. In addition to these terms and conditions, the Connected Services Terms of Service (“Connected Services Terms”), available at https://www.trane.com/TraneConnectedServicesTerms, as updated from time to time, are incorporated herein by reference and shall apply to the extent that Company provides Customer with Connected Services, as defined in the Connected Services Terms. 3. Title and Risk of Loss. All Equipment sales with destinations to Canada or the U.S. shall be made as follows: FOB Company’s U.S. manufacturing facility or warehouse (full freight allowed). Title and risk of loss or damage to Equipment will pass to Customer upon tender of delivery of such to carrier at Company’s U.S. manufacturing facility or warehouse. 4. Pricing and Taxes. a. Unless otherwise noted, the price in the Proposal includes standard ground transportation and, if required by law, all sales, consumer, use and similar taxes legally enacted as of the date hereof for equipment and material installed by Company. Tax exemption is contingent upon Customer furnishing appropriate certificates evidencing Customer’s tax-exempt status. Company shall charge Customer additional costs for bonds agreed to be provided. Equipment sold on an uninstalled basis and any taxable labor/labour do not include sales tax and taxes will be added. Within thirty (30) days following Customer acceptance of the Proposal without addition of any other terms and conditions of sale or any modification, Customer shall provide notification of release for immediate production at Company’s factory. Prices for Work are subject to change at any time prior to shipment to reflect any cost increases related to the manufacture, supply, and shipping of goods. This includes, but is not limited to, cost increases in raw materials, supplier components, labor, utilities, freight, logistics, wages and benefits, regulatory compliance, or any other event beyond Company’s control. If such release is not received within 6 months after date of order receipt, Company reserves the right to cancel any order. If shipment is delayed due to Customer's actions, Company may also charge Customer storage fees. Company shall be entitled to equitable adjustments in the contract price to reflect any cost increases as set forth above and will provide notice to Customer prior to the date for which the increased price is to be in effect for the applicable customer contract. In no event will prices be decreased. b.Allocation to Trane of Tax Deduction under Section 179D of the Internal Revenue Code. For calendar tax year(s) in which (a) the provisions of Section 179D of the Internal Revenue Code are in effect and (b) the qualifying property installed as a part of the Services has been placed in service pursuant to Section 179D, Customer agrees to allocate the tax deduction available under Section 179D solely to Trane pursuant to Section 179D(d)(4) and, upon a written request from Trane, shall provide the written form of allocation to the Customer that is required by the Internal Revenue Service. 5. Exclusions from Work. Company’s obligation is limited to the Work as written and defined under the scope of Work and does not include any modifications to the Work site under the Americans With Disabilities Act or any other law or building code(s). In no event shall Company be required to perform work Company reasonably believes is outside of the defined Work without a written change order signed by Customer and Company in accordance with the Change of Work process defined hereunder.. 6. Performance. Company shall perform the Work in accordance with industry standards generally applicable in the area under similar circumstances as of the time Company performs the Work. Company may refuse to perform any Work where working conditions could endanger property or put at risk the safety of persons. Unless otherwise agreed to by Customer and Company, at Customer’s expense and before the Work begins, Customer will provide any necessary access platforms, catwalks to safely perform the Work in compliance with OSHA or state industrial safety regulations. 7. Payment. For Work requiring a longer construction schedule and progress payments, Customer shall pay Company or cause Company to be paid for the Services as follows: (a) Initial Payment: For Upon execution hereof, [Initial Payment]% of the Contract Price (for engineering, drafting and other mobilization costs incurred prior to on- site installation) shall be due; and (b) Progress and Final Payments: Company will invoice in accordance with the Proposal for all materials and equipment delivered to the job site (or, as applicable, to an off-site storage facility) and for all installation, labor and services performed during the billing period; Customer shall pay all amounts due upon receipt of the invoice and any invoice not paid within ten (10) calendar days of its date shall be past due. All amounts outstanding ten (10) calendar days beyond the due date shall bear interest payable to Trane at the maximum allowable legal rate, retroactive to the due date. Customer shall pay all costs (including attorneys’ fees) incurred by Company in attempting to collect amounts due from Customer. For all other Work, Customer shall pay Company’s invoices within net 30 days of invoice date. Company may invoice Customer for all equipment or material furnished, whether delivered to the installation site or to an off-site storage facility and for all Work performed on-site or off-site. No retention shall be withheld from any payments except as expressly agreed in writing by Company, in which case retention shall be reduced per the contract documents and released no later than the date of substantial completion. Under no circumstances shall any retention be withheld for the equipment portion of the order. If payment is not received as required, Company may suspend performance and the time for completion shall be extended for a reasonable period of time not less than the period of suspension. Customer shall be liable to Company for all reasonable shutdown, standby and start-up costs as a result of the suspension. Company reserves the right to add to any account outstanding for more than 30 days a service charge equal to 1.5% of the principal amount due at the end of each month. Customer shall pay all costs (including attorneys’ fees) incurred by Company in attempting to collect amounts due and otherwise enforcing these terms and conditions. If requested, Company will provide appropriate lien waivers upon receipt of payment. Customer agrees that, unless Customer makes payment in advance, Company will have a purchase money security interest in all equipment from Company to secure payment in full of all amounts due Company and its order for the equipment, together with these terms and conditions, form a security agreement. Customer shall keep the equipment free of all taxes and encumbrances, shall not remove the equipment from its original installation point and shall not assign or transfer any interest in the equipment until all payments due Company have been made. 8. Time for Completion. Except to the extent otherwise expressly agreed in writing signed by an authorized representative of Company, all dates provided by Company or its representatives for commencement, progress or completion are estimates only. While Company shall use commercially reasonable efforts to meet such estimated dates, Company shall not be responsible for any damages for its failure to do so. Delivery dates are approximate and not guaranteed. Company will use commercially reasonable efforts to deliver the Equipment on or before the estimated delivery date, will notify Customer if the estimated delivery dates cannot be honored, and will deliver the Equipment and services as soon as practicable thereafter. In no event will Company be liable for any damages or expenses caused by delays in delivery. 9. Equipment Location & Access. Customer shall provide, without charge, a mutually satisfactory location or locations for the installation and operation of the equipment and the performance of the installation work, including sufficient areas for staging, mobilization, and storage. Customer shall provide access to the Premises for Trane and its contractors or subcontractors during regular business hours, or such other hours as may be requested by Trane and acceptable to Customer, to install, adjust, inspect, and correct the installation work. Trane’s access to correct any emergency condition shall not be restricted by Customer. Customer grants to Company the right to remotely connect (via phone modem, internet or other agreed upon means) to Customer’s building automation system (BAS) and/or HVAC equipment to view, extract, or otherwise collect and retain data from the BAS, HVAC equipment, or other building systems, and to diagnose and remotely make repairs at Customer’s request. 10. Completion. When Company informs Customer that the Work has been completed, Customer shall inspect the Work in the presence of Company's representative, and Customer shall either (a) accept the Work in its entirety in writing, or (b) accept the Work in part and specifically identify, in writing, any exception items. Customer agrees to re-inspect any and all excepted items as soon as Company informs Customer that all such excepted items have been completed. The initial acceptance inspection shall take place within ten (10) days from the date when Company informs Customer that the Work has been completed. Any subsequent re-inspection of excepted items shall take place within five (5) days from the date when Company informs Customer that the excepted items have been completed. Customer’s failure to cooperate and complete 268 ©2025 Trane All rights reserved Page 6 of 10 Confidential and Proprietary Information of Trane U.S. Inc. any of said inspections within the required time limits shall constitute complete acceptance of the Work as of ten (10) days from date when Company informs Customer that the Work, or the excepted items, if applicable, has/have been completed. a. Substantial Completion.When Trane considers that the Services, or a portion thereof, are substantially complete, Trane will submit to Customer a proposed “punch list” listing items of the Services to be completed prior to final completion. Customer and Trane shall inspect the Work (or portion thereof) to determine if the same is substantially complete. (Substantial Completion is defined as the stage in the progress of the Services (or designated portion thereof) when the Work is sufficiently complete so that Customer can occupy or utilize the Services for its intended use.) Customer and Trane shall add to the punch list any item of work that has not been completed. When the Services (or designated portion thereof) are substantially complete, Customer and Trane shall execute a Certificate of Substantial Completion, setting forth the date of Substantial Completion and shall state the date by which Trane shall complete the items included on the punch list. b. Final Completion.Upon Customer’s receipt of written notice from Trane that the installation work included in the Work is ready for final inspection and acceptance, Customer and Trane shall inspect the installation services and determine whether the same has been performed in accordance with the Proposal. If Customer considers the installation work to have been performed in accordance with the Proposal, Customer shall issue a Certificate of Final Completion and Acceptance, to be executed by an authorized representative of Customer. In the event Trane presents a Certificate of Final Completion and Acceptance to Customer for execution and, within fourteen (14) calendar days from the date noted in the Certificate as the date of such presentation, Customer fails to deliver an executed original of the Certificate to Trane and does not provide to Trane written objections to issuance of the Certificate, providing specific facts as to why the Services have not been finally completed, the Date of Final Completion shall be the date noted in the Certificate as the date the Certificate was submitted to Customer. 11. Changes in Work a.Customer, by written change order, may request that Trane perform services in addition to the Work (“Change Order”). Trane shall be obligated to perform such additional services only pursuant to a Change Order agreed to and executed by Customer and Trane. The Change Order shall reflect the parties’ agreement with respect to the scope of the additional services, the amount of any adjustment in the Proposal Price, and the extent of any adjustment in the contract time. b.If a Change Order provides for an adjustment to the Proposal Price, such adjustment shall be based on one of the following methods: (1) A lump sum agreed to by Customer and Trane; (2) Unit prices set forth in this Agreement or subsequently agreed to; or (3) Cost of the work ordered plus a fee agreed to by the parties. c.The following types of costs, which listing is not all-inclusive, shall be included in the determination of the cost of the additional work: (1) costs of labor, including social security, old age and unemployment insurance, fringe benefits required by agreement or industry practice or custom, and workers’ compensation insurance; (2) costs of materials, supplies and equipment, including transportation thereof, whether the same is incorporated or consumed in the additional work; (3) the costs of renting machinery and equipment, except hand tools; (4) premium costs for all bonds and insurance, permit or other governmental approval or inspection fees, and sales, use or comparable taxes relating to the additional work; and (5) additional costs of supervision and field office personnel directly attributable to the additional work. 12. Permits and Governmental Fees. Company shall secure (with Customer’s assistance) and pay for building and other permits and governmental fees, licenses, and inspections necessary for proper performance and completion of the Work which are legally required when bids from Company’s subcontractors are received, negotiations thereon concluded, or the effective date of a relevant Change Order, whichever is later. Customer is responsible for necessary approvals, easements, assessments and charges for construction, use or occupancy of permanent structures or for permanent changes to existing facilities. If the cost of such permits, fees, licenses and inspections are not included in the Proposal, Company will invoice Customer for such costs. 13. Utilities During Construction. Customer shall provide without charge to Company all water, heat, and utilities required for performance of the Work. 14. Concealed or Unknown Conditions. In the performance of the Work, if Company encounters conditions at the Work site that are (i) subsurface or otherwise concealed physical conditions that differ materially from those indicated on drawings expressly incorporated herein or (ii) unknown physical conditions of an unusual nature that differ materially from those conditions ordinarily found to exist and generally recognized as inherent in construction activities of the type and character as the Work, Company shall notify Customer of such conditions promptly, prior to significantly disturbing same. If such conditions differ materially and cause an increase in Company’s cost of, or time required for, performance of any part of the Work, Company shall be entitled to, and Customer shall consent by Change Order to, an equitable adjustment in the Proposal Price, contract time, or both. 15. Pre-Existing Conditions. Company is not liable for any claims, damages, losses, or expenses, arising from or related to conditions that existed in, on, or upon the Work site before the Commencement Date of this Agreement (“Pre-Existing Conditions”), including, without limitation, damages, losses, or expenses involving Pre-Existing Conditions of building envelope issues, mechanical issues, plumbing issues, and/or indoor air quality issues involving mold/mould and/or fungi. Company also is not liable for any claims, damages, losses, or expenses, arising from or related to work done by or services provided by individuals or entities that are not employed by or hired by Company. 16. Asbestos and Hazardous Materials. Company’s Work and other services in connection with this Agreement expressly excludes any identification, abatement, cleanup, control, disposal, removal or other work connected with asbestos, polychlorinated biphenyl (“PCB”), or other hazardous materials (hereinafter, collectively, “Hazardous Materials”). Customer warrants and represents that, except as set forth in a writing signed by Company, there are no Hazardous Materials on the Work site that will in any way affect Company’s Work and Customer has disclosed to Company the existence and location of any Hazardous Materials in all areas within which Company will be performing the Work. Should Company become aware of or suspect the presence of Hazardous Materials, Company may immediately stop work in the affected area and shall notify Customer. Customer will be exclusively responsible for taking any and all action necessary to correct the condition in accordance with all applicable laws and regulations. Customer shall be exclusively responsible for and, to the fullest extent permitted by law, shall indemnify and hold harmless Company (including its employees, agents and subcontractors) from and against any loss, claim, liability, fees, penalties, injury (including death) or liability of any nature, and the payment thereof arising out of or relating to any Hazardous Materials on or about the Work site, not brought onto the Work site by Company. Company shall be required to resume performance of the Work in the affected area only in the absence of Hazardous Materials or when the affected area has been rendered harmless. In no event shall Company be obligated to transport or handle Hazardous Materials, provide any notices to any governmental agency, or examine the Work site for the presence of Hazardous Materials. 17. Force Majeure. Company’s duty to perform under this Agreement is contingent upon the non-occurrence of an Event of Force Majeure. If Company shall be unable to carry out any material obligation under this Agreement due to an Event of Force Majeure, this Agreement shall at Company’s election (i) remain in effect but Company’s obligations shall be suspended until the uncontrollable event terminates or (ii) be terminated upon 10 days’ notice to Customer, in which event Customer shall pay Company for all parts of the Work furnished to the date of termination. An "Event of Force Majeure" shall mean any cause or event beyond the control of Company. Without limiting the foregoing, “Event of Force Majeure” includes: acts of God; acts of terrorism, war or the public enemy; flood; earthquake; tornado; storm; fire; civil disobedience; pandemic insurrections; riots; labor/labour disputes; labor/labour or material shortages; sabotage; restraint by court order or public authority (whether valid or invalid), and action or non-action by or inability to obtain or keep in force the necessary governmental authorizations, permits, licenses, certificates or approvals if not caused by Company; and the requirements of any applicable government in any manner that diverts either the material or the finished product to the direct or indirect benefit of the government. 18. Customer’s Breach. Each of the following events or conditions shall constitute a breach by Customer and shall give Company the right, without an election of remedies, to terminate this Agreement or suspend performance by delivery of written notice: (1) Any failure by Customer to pay amounts when due; or (2) any general assignment by Customer for the benefit of its creditors, or if Customer becomes bankrupt or insolvent or takes the benefit of any statute for bankrupt or insolvent debtors, or makes or proposes to make any proposal or arrangement with creditors, or if any steps are taken for the winding up or other termination of Customer or the liquidation of its assets, or if a trustee, receiver, or similar person is appointed over any of the assets or interests of Customer; (3) Any representation or warranty furnished by Customer in this Agreement is false or misleading in any material respect when made; or (4) Any failure by Customer to perform or comply with any material provision of this Agreement. Customer shall be liable to Company for all Work furnished to date and all damages sustained by Company (including lost profit and overhead) 19. Indemnity. To the fullest extent permitted by law, Company and Customer shall indemnify, defend and hold harmless each other from any and all claims, actions, costs, expenses, damages and liabilities, including reasonable attorneys' fees, resulting from death or bodily injury or damage to real or tangible personal property, to the extent caused by the negligence or misconduct of their respective employees or other authorized agents in connection with their activities within the scope of this Agreement. Neither party shall indemnify the other against claims, damages, expenses or liabilities to the extent attributable to the acts or omissions of the other party. If the parties are both at fault, the obligation to indemnify shall be proportional to their relative fault. The duty to indemnify will continue in full force and effect, notwithstanding the expiration or early termination hereof, with respect to any claims based on facts or conditions that occurred prior to expiration or termination. 269 ©2025 Trane All rights reserved Page 7 of 10 Confidential and Proprietary Information of Trane U.S. Inc. 20. Limitation of Liability. NOTWITHSTANDING ANYTHING TO THE CONTRARY, IN NO EVENT SHALL COMPANY BE LIABLE FOR ANY SPECIAL, LIQUIDATED INCIDENTAL, INDIRECT CONSEQUENTIAL, OR PUNITIVE OR EXEMPLARY DAMAGES (INCLUDING WITHOUT LIMITATION BUSINESS INTERRUPTION, LOST DATA, LOST REVENUE, LOST PROFITS, LOST DOLLAR SAVINGS, OR LOST ENERGY USE SAVINGS, INCLUDING CONTAMINANTS LIABILITIES, EVEN IF A PARTY HAS BEEN ADVISED OF SUCH POSSIBLE DAMAGES OR IF SAME WERE REASONABLY FORESEEABLE AND REGARDLESS OF WHETHER THE CAUSE OF ACTION IS FRAMED IN CONTRACT, NEGLIGENCE, ANY OTHER TORT, WARRANTY, STRICT LIABILITY, OR PRODUCT LIABILITY). In no event will Company’s liability in connection with the provision of products or services or otherwise under this Agreement exceed the entire amount paid to Company by Customer under this Agreement. 21. CONTAMINANTS LIABILITY The transmission of COVID-19 may occur in a variety of ways and circumstances, many of the aspects of which are currently not known. HVAC systems, products, services and other offerings have not been tested for their effectiveness in reducing the spread of COVID-19, including through the air in closed environments. IN NO EVENT WILL COMPANY BE LIABLE UNDER THIS AGREEMENT OR OTHERWISE FOR ANY INDEMNIFICATION, ACTION OR CLAIM, WHETHER BASED ON WARRANTY, CONTRACT, TORT OR OTHERWISE, FOR ANY BODILY INJURY (INCLUDING DEATH), DAMAGE TO PROPERTY, OR ANY OTHER LIABILITIES, DAMAGES OR COSTS RELATED TO CONTAMINANTS (INCLUCING THE SPREAD, TRANSMISSION, MITIGATION, ELIMINATION, OR CONTAMINATION THEREOF) (COLLECTIVELY, “CONTAMINANT LIABILITIES”) AND CUSTOMER HEREBY EXPRESSLY RELEASES COMPANY FROM ANY SUCH CONTAMINANTS LIABILITIES. 22. Patent Indemnity. Company shall protect and indemnify Customer from and against all claims, damages, judgments and loss arising from infringement or alleged infringement of any United States patent by any of the goods manufactured by Company and delivered hereunder, provided that in the event of suit or threat of suit for patent infringement, Company shall promptly be notified and given full opportunity to negotiate a settlement. Company does not warrant against infringement by reason of Customer's design of the articles or the use thereof in combination with other materials or in the operation of any process. In the event of litigation, Customer agrees to reasonably cooperate with Company. In connection with any proceeding under the provisions of this Section, all parties concerned shall be entitled to be represented by counsel at their own expense. 23. Limited Warranty. Company warrants for a period of 12 months from the date of substantial completion (“Warranty Period”) commercial equipment manufactured and installed by Company against failure due to defects in material and manufacture and that the labor/labour furnished is warranted to have been properly performed (the "Limited Warranty"). Trane equipment sold on an uninstalled basis is warranted in accordance with Company’s standard warranty for supplied equipment. Product manufactured by Company that includes required startup and is sold in North America will not be warranted by Company unless Company performs the product start-up. Substantial completion shall be the earlier of the date that the Work is sufficiently complete so that the Work can be utilized for its intended use or the date that Customer receives beneficial use of the Work. If such defect is discovered within the Warranty Period, Company will correct the defect or furnish replacement equipment (or, at its option, parts therefor) and, if said equipment was installed pursuant hereto, labor/labour associated with the replacement of parts or equipment not conforming to this Limited Warranty. Defects must be reported to Company within the Warranty Period. Exclusions from this Limited Warranty include damage or failure arising from: wear and tear; corrosion, erosion, deterioration; Customer's failure to follow the Company-provided maintenance plan; refrigerant not supplied by Company; and modifications made by others to Company's equipment. Company shall not be obligated to pay for the cost of lost refrigerant. Notwithstanding the foregoing, all warranties provided herein terminate upon termination or cancellation of this Agreement. No warranty liability whatsoever shall attach to Company until the Work has been paid for in full and then said liability shall be limited to the lesser of Company’s cost to correct the defective Work and/or the purchase price of the equipment shown to be defective. Equipment, material and/or parts that are not manufactured by Company (“Third-Party Product(s)” are not warranted by Company and have such warranties as may be extended by the respective manufacturer. CUSTOMER UNDERSTANDS THAT COMPANY IS NOT THE MANUFACTURER OF ANY THIRD-PARTY PRODUCT(S) AND ANY WARRANTIES, CLAIMS, STATEMENTS, REPRESENTATIONS, OR SPECIFICATIONS ARE THOSE OF THE THIRD-PARTY MANUFACTURER, NOT COMPANY AND CUSTOMER IS NOT RELYING ON ANY WARRANTIES, CLAIMS, STATEMENTS, REPRESENTATIONS, OR SPECIFICATIONS REGARDING THE THIRD-PARTY PRODUCT THAT MAY BE PROVIDED BY COMPANY OR ITS AFFILIATES, WHETHER ORAL OR WRITTEN. THE WARRANTY AND LIABILITY SET FORTH IN THIS AGREEMENT ARE IN LIEU OF ALL OTHER WARRANTIES AND LIABILITIES, WHETHER IN CONTRACT OR IN NEGLIGENCE, EXPRESS OR IMPLIED, IN LAW OR IN FACT, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND/OR OTHERS ARISING FROM COURSE OF DEALING OR TRADE. COMPANY MAKES NO REPRESENTATION OR WARRANTY OF ANY KIND, INCLUDING WARRANTY OF MERCHANTABILITY OR FITNESS FOR PARTICULAR PURPOSE. ADDITIONALLY, COMPANY MAKES NO REPRESENTATION OR WARRANTY OF ANY KIND REGARDING PREVENTING, ELIMINATING, REDUCING OR INHIBITING ANY MOLD, FUNGUS, BACTERIA, VIRUS, MICROBIAL GROWTH, OR ANY OTHER CONTAMINANTS (INCLUDING COVID-19 OR ANY SIMILAR VIRUS) (COLLECTIVELY, “CONTAMINANTS”), WHETHER INVOLVING OR IN CONNECTION WITH EQUIPMENT, ANY COMPONENT THEREOF, SERVICES OR OTHERWISE. IN NO EVENT SHALL COMPANY HAVE ANY LIABILITY FOR THE PREVENTION, ELIMINATION, REDUCTION OR INHIBITION OF THE GROWTH OR SPREAD OF SUCH CONTAMINANTS INVOLVING OR IN CONNECTION WITH ANY EQUIPMENT, THIRD-PARTY PRODUCT, OR ANY COMPONENT THEREOF, SERVICES OR OTHERWISE AND CUSTOMER HEREBY SPECIFICALLY ACKNOWLDGES AND AGREES THERETO. 24 Insurance. a.Company agrees to maintain the following insurance while the Work is being performed with limits not less than shown below and will, upon request from Customer, provide a Certificate of evidencing the following coverage: Commercial General Liability $2,000,000 per occurrence Automobile Liability $2,000,000 CSL Workers Compensation Statutory Limits If Customer has requested to be named as an additional insured under Company’s insurance policy, Company will do so but only subject to Company’s manuscript additional insured endorsement under its primary Commercial General Liability policies. In no event does Company waive its right of subrogation. b. Customer’s Liability and Property Insurance. (a) Customer shall be responsible for purchasing and maintaining Commercial General Liability Insurance of the type and amount Customer deems necessary and appropriate. (b) Customer shall purchase and maintain until Final Payment property insurance for the installation work in progress at least in an amount equal to the Proposal Price, as the same may be adjusted from time to time, for the installation work (including the equipment) on a replacement cost basis with a deductible of no more than $5,000 from an insurer reasonably acceptable to Trane. Such property insurance shall include the interests of Customer, Trane, and its subcontractors (at whatever tier) as additional insureds as their interests may appear. The property insurance purchased by Customer shall be on an all-risk policy form. The property insurance shall cover portions of the installation work stored off site after written approval of Customer at the value established in the approval. Customer, for itself and its insurance carriers, hereby waives all rights of subrogation against Trane and any of its subcontractors, agents, employees, and officers with respect to property insurance and any other insurance coverages maintained by Customer. (c) A loss insured under Customer’s property insurance shall be adjusted by Customer’s Insurer as a fiduciary and made payable to Customer as a fiduciary for the insureds, as their respective interests may appear, subject to requirements of any applicable mortgagee clause. Trane shall pay its subcontractors their just shares of insurance proceeds received by Customer and remitted to Trane, and, by appropriate agreements, written where legally required for validity, shall require said subcontractors to make payments to their subcontractors in a similar manner. In its fiduciary role, Customer shall have the power to negotiate and settle a loss with insurers; provided, however, that at least ten (10) days prior to agreeing to the proposed settlement, Customer shall advise the parties in interest in writing of the terms of the same and the parties in interest shall have seven (7) days thereafter to object in writing to the proposed adjustment or settlement; if such objection is made, Customer shall not enter into or agree to the proposed adjustment. (d) Certificates of insurance acceptable to the Customer and to Trane shall be provided by each party to the other prior to commencement of performance of any Services. Such certificates shall contain a provision that coverages afforded under the policies will not be canceled or allowed to expire until at least thirty (30) days prior written notice has been given to the other party. If any of the insurance coverages are required to remain in force after final payment and are reasonably available, an additional certificate evidencing continuation of such coverage shall be submitted with the final application for payment. 25. Commencement of Statutory Limitation Period. Except as to warranty claims, as may be applicable, any applicable statutes of limitation for acts or failures to act shall commence to run, and any alleged cause of action stemming therefrom shall be deemed to have accrued, in any and all events not later than the last date that Company or its subcontractors physically performed work on the project site. 26. General. Except as provided below, to the maximum extent provided by law, this Agreement is made and shall be interpreted and enforced in accordance with the laws of the state or province in which the Work is performed, without regard to choice of law principles which might otherwise call for the application of a different state’s or province’s law. Any dispute arising under or relating to this Agreement that is not disposed of by agreement shall be decided by litigation in a court of competent jurisdiction located in the state or province in which the Work is performed. To the extent the Work site is owned and/or operated by any agency of the Federal Government, determination of any substantive issue of law shall be according to the Federal common law of Government contracts as enunciated and applied by Federal judicial bodies and boards of contract appeals of the Federal Government. This Agreement contains all of the agreements, representations and understandings of the parties and 270 ©2025 Trane All rights reserved Page 8 of 10 Confidential and Proprietary Information of Trane U.S. Inc. supersedes all previous understandings, commitments or agreements, oral or written, related to the subject matter hereof. This Agreement may not be amended, modified or terminated except by a writing signed by the parties hereto. No documents shall be incorporated herein by reference except to the extent Company is a signatory thereon. If any term or condition of this Agreement is invalid, illegal or incapable of being enforced by any rule of law, all other terms and conditions of this Agreement will nevertheless remain in full force and effect as long as the economic or legal substance of the transaction contemplated hereby is not affected in a manner adverse to any party hereto. Customer may not assign, transfer, or convey this Agreement, or any part hereof, or its right, title or interest herein, without the written consent of the Company. Subject to the foregoing, this Agreement shall be binding upon and inure to the benefit of Customer’s permitted successors and assigns. This Agreement may be executed in several counterparts, each of which when executed shall be deemed to be an original, but all together shall constitute but one and the same Agreement. A fully executed facsimile copy hereof or the several counterparts shall suffice as an original. 27. Federal Requirements. The Parties shall comply with all United States federal labor law obligations under 29 CFR part 471, appendix A to subpart A. THE FOLLOWING PROVISIONS ARE INCORPORATED HEREIN BY REFERENCE: Executive Order 11701 and 41 CFR §§ 60-250.5(a), 60-300.5; Executive Order 11758 and 41 CFR § 60-741.5(a); U.S. immigration laws, including the L-1 Visa Reform Act of 2004 and the H-1B Visa Reform Act of 2004; and Executive Order 13496. The Parties shall abide by the requirements of 41 CFR 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to protected veteran status or disability. The Parties certify that they do not operate any programs promoting DEI that violate any applicable United States anti-discrimination laws and acknowledge and agree that their compliance with all applicable federal anti-discrimination laws is material to the federal government’s payment decisions. The Parties acknowledge and agree that their employment, procurement, and contracting practices shall not consider race, color, sex, sexual preference, religion, or national origin in ways that violate United States federal civil rights laws. 28. Export Laws. The obligation of Company to supply Equipment and/or Services under this Agreement is subject to the ability of Company to supply such items consistent with applicable laws and regulations of the United States and other governments. Company reserves the right to refuse to enter into or perform any order, and to cancel any order, under this Agreement if Company in its sole discretion determines that performance of the transaction to which such order relates would violate any such applicable law or regulation. Customer will pay all handling and other similar costs from Company’s factories including the costs of freight, insurance, export clearances, import duties and taxes. Customer will be “exporter of record” with respect to any export from the United States of America and will perform all compliance and logistics functions in connection therewith and will also comply with all applicable laws, rules and regulations. Customer understands that Company and/or the Equipment and/or Services are subject to laws and regulations of the United States of America which may require licensing or authorization for and/or prohibit export, re-export or diversion of Company’s Equipment and/or Services to certain countries, and agrees it will not knowingly assist or participate in any such diversion or other violation of applicable United States of America laws and regulations. Customer agrees to hold harmless and indemnify Company for any damages resulting to Customer or Company from a breach of this paragraph by Customer. 29. U.S. Government Work. The following provision applies only to direct sales by Company to the US Government. The Parties acknowledge that all items or services ordered and delivered under this Agreement are Commercial Items as defined under Part 12 of the Federal Acquisition Regulation (FAR). In particular, Company agrees to be bound only by those Federal contracting clauses that apply to “commercial” suppliers and that are contained in FAR 52.212-5(e)(1). Company complies with 52.219-8 or 52.219-9 in its service and installation contracting business. The following provision applies only to indirect sales by Company to the US Government. As a Commercial Item Subcontractor, Company accepts only the following mandatory flow down provisions in effect as of the date of this subcontract: 52.203-19; 52.204-21; 52.204-23; 52.219-8; 52.222-21; 52.222-26; 52.222-35; 52.222-36; 52.222-50; 52.225-26; 52.247-64. If the Work is in connection with a U.S. Government contract, Customer certifies that it has provided and will provide current, accurate, and complete information, representations and certifications to all government officials, including but not limited to the contracting officer and officials of the Small Business Administration, on all matters related to the prime contract, including but not limited to all aspects of its ownership, eligibility, and performance. Anything herein notwithstanding, Company will have no obligations to Customer unless and until Customer provides Company with a true, correct and complete executed copy of the prime contract. Upon request, Customer will provide copies to Company of all requested written communications with any government official related to the prime contract prior to or concurrent with the execution thereof, including but not limited to any communications related to Customer’s ownership, eligibility or performance of the prime contract. Customer will obtain written authorization and approval from Company prior to providing any government official any information about Company's performance of the work that is the subject of the Proposal or this Agreement, other than the Proposal or this Agreement. 30. Limited Waiver of Sovereign Immunity. If Customer is an Indian tribe (in the U.S.) or a First Nation or Band Council (in Canada), Customer, whether acting in its capacity as a government, governmental entity, a duly organized corporate entity or otherwise, for itself and for its agents, successors, and assigns: (1) hereby provides this limited waiver of its sovereign immunity as to any damages, claims, lawsuit, or cause of action (herein “Action”) brought against Customer by Company and arising or alleged to arise out of the furnishing by Company of any product or service under this Agreement, whether such Action is based in contract, tort, strict liability, civil liability or any other legal theory; (2) agrees that jurisdiction and venue for any such Action shall be proper and valid (a) if Customer is in the U.S., in any state or United States court located in the state in which Company is performing this Agreement or (b) if Customer is in Canada, in the superior court of the province or territory in which the work was performed; (3) expressly consents to such Action, and waives any objection to jurisdiction or venue; (4) waives any requirement of exhaustion of tribal court or administrative remedies for any Action arising out of or related to this Agreement; and (5) expressly acknowledges and agrees that Company is not subject to the jurisdiction of Customer’s tribal court or any similar tribal forum, that Customer will not bring any action against Company in tribal court, and that Customer will not avail itself of any ruling or direction of the tribal court permitting or directing it to suspend its payment or other obligations under this Agreement. The individual signing on behalf of Customer warrants and represents that such individual is duly authorized to provide this waiver and enter into this Agreement and that this Agreement constitutes the valid and legally binding obligation of Customer, enforceable in accordance with its terms. 31. Building Automation Systems and Network Security. Customer and Trane acknowledge that Building Automation System (BAS) and connected networks security requires Customer and Trane to maintain certain cybersecurity obligations. Customer acknowledges that upon completion of installation and configuration of the BAS, the Customer maintains ownership of the BAS and the connected network equipment. Except for any applicable warranty obligations, Customer is solely responsible for the maintenance and security of the BAS and related networks and systems. In the event there is a service agreement between Trane and Customer, Trane will provide the services as set forth in the service agreement. In order to maintain a minimum level of security for the BAS, associated networks, network equipment and systems, Customer’s cybersecurity responsibilities include without limitation: 1. Ensure that the BAS, networks, and network equipment are physically secure and not accessible to unauthorized personnel. 2. Ensure the BAS remains behind a secure firewall and properly segmented from all other customer networks and systems, especially those with sensitive information. 3. Keep all Inbound ports closed to any IP Addresses in the BAS. 4. Remove all forwarded inbound ports and IP Addresses to the BAS. 5. Maintain user login credentials and unique passwords, including the use of strong passwords and the removal of access for users who no longer require access. 6. Where remote access is desired, utilize a secure method such as Trane Connect Secure Remote Access or your own VPN. 7. For any Trane services requiring remote data transfer and/or remote user access, configure the BAS and related firewall(s) per instructions provided by Trane. This typically includes configuring Port 443 and associated firewall(s) for Outbound only. 8. Perform regular system maintenance to ensure that your BAS is properly secured, including regular software updates to your BAS and related network equipment (i.e., firewalls). Any and all claims, actions, losses, expenses, costs, damages, or liabilities of any nature due to Customer’s failure to maintain BAS security responsibilities and/or industry standards for cybersecurity are the sole responsibility of the Customer. 1-26.251-10 (07072025) Supersedes 1-26.251-10(0325) SECURITY ADDENDUM This Addendum shall be applicable to the sale, installation and use of Trane equipment and the sale and provision of Trane services. “Trane” shall mean Trane U.S. Inc. for sales and services in the United States, or Trane Canada ULC for sales and services in Canada. 1.Definitions.All terms used in this Addendum shall have the meaning specified in the Agreement unless otherwise defined herein. For the purposes of this Addendum, the following terms are defined as follows: 271 ©2025 Trane All rights reserved Page 9 of 10 Confidential and Proprietary Information of Trane U.S. Inc. “Customer Data” means Customer account information as related to the Services only and does not include HVAC Machine Data or personal data. Trane does not require, nor shall Customer provide personal data to Trane under the Agreement. Such data is not required for Trane to provide its Equipment and/or Services to the Customer. “Equipment” shall have the meaning set forth in the Agreement. “HVAC Machine Data” means data generated and collected from the product or furnished service without manual entry. HVAC Machine Data is data relating to the physical measurements and operating conditions of a HVAC system, such as but not limited to, temperatures, humidity, pressure, HVAC equipment status. HVAC Machine Data does not include Personal Data and, for the purposes of this agreement, the names of users of Trane’s controls products or hosted applications shall not be Personal Data, if any such user chooses to use his/her name(s) in the created accounts within the controls product (e.g., firstname.lastname@address.com). HVAC Machine Data may be used by Trane: (a) to provide better support services and/or products to users of its products and services; (b) to assess compliance with Trane terms and conditions; (c) for statistical or other analysis of the collective characteristics and behaviors of product and services users; (d) to backup user and other data or information and/or provide remote support and/or restoration; (e) to provide or undertake: engineering analysis; failure analysis; warranty analysis; energy analysis; predictive analysis; service analysis; product usage analysis; and/or other desirable analysis, including, but not limited to, histories or trends of any of the foregoing; and (f) to otherwise understand and respond to the needs of users of the product or furnished service. “Personal Data” means data and/or information that is owned or controlled by Customer, and that names or identifies, or is about a natural person, such as: (i) data that is explicitly defined as a regulated category of data under any data privacy laws applicable to Customer; (ii) non-public personal information (“NPI”) or personal information (“PI”), such as national identification number, passport number, social security number, social insurance number, or driver’s license number; (iii) health or medical information, such as insurance information, medical prognosis, diagnosis information, or genetic information; (iv) financial information, such as a policy number, credit card number, and/or bank account number; (v) personally identifying technical information (whether transmitted or stored in cookies, devices, or otherwise), such as IP address, MAC address, device identifier, International Mobile Equipment Identifier (“IMEI”), or advertising identifier; (vi) biometric information; and/or (vii) sensitive personal data, such as, race, religion, marital status, disability, gender, sexual orientation, geolocation, or mother’s maiden name. “Security Incident” shall refer to (i) a compromise of any network, system, application or data in which Customer Data has been accessed or acquired by an unauthorized third party; (ii) any situation where Trane reasonably suspects that such compromise may have occurred; or (iii) any actual or reasonably suspected unauthorized or illegal Processing, loss, use, disclosure or acquisition of or access to any Customer Data. “Services” shall have the meaning set forth in the Agreement. 2. HVAC Machine Data; Access to Customer Extranet and Third Party Systems. If Customer grants Trane access to HVAC Machine Data via web portals or other non-public websites or extranet services on Customer’s or a third party’s website or system (each, an “Extranet”), Trane will comply with the following: a. Accounts. Trane will ensure that Trane’s personnel use only the Extranet account(s) designated by Customer and will require Trane personnel to keep their access credentials confidential. b. Systems. Trane will access the Extranet only through computing or processing systems or applications running operating systems managed by Trane that include: (i) system network firewalls; (ii) centralized patch management; (iii) operating system appropriate anti-malware software; and (iv) for portable devices, full disk encryption. c. Restrictions. Unless otherwise approved by Customer in writing, Trane will not download, mirror or permanently store any HVAC Machine Data from any Extranet on any medium, including any machines, devices or servers. d. Account Termination. Trane will terminate the account of each of Trane’s personnel in accordance with Trane’s standard practices after any specific Trane personnel who has been authorized to access any Extranet (1) no longer needs access to HVAC Machine Data or (2) no longer qualifies as Trane personnel (e.g., the individual leaves Trane’s employment). e. Third Party Systems. Trane will provide Customer prior notice before it uses any third party system that stores or may otherwise have access to HVAC Machine Data, unless (1) the data is encrypted and (2) the third party system will not have access to the decryption key or unencrypted “plain text” versions of the HVAC Machine Data. 3. Customer Data; Confidentiality. Trane shall keep confidential, and shall not access or use any Customer Data and information that is marked confidential or by its nature is considered confidential (“Customer Confidential Information”) other than for the purpose of providing the Equipment and Services, and will disclose Customer Confidential Information only: (i) to Trane’s employees and agents who have a need to know to perform the Services, (ii) as expressly permitted or instructed by Customer, or (iii) to the minimum extent required to comply with applicable law, provided that Trane (1) provides Customer with prompt written notice prior to any such disclosure, and (2) reasonably cooperate with Customer to limit or prevent such disclosure. 4. Customer Data; Compliance with Laws. Trane agrees to comply with laws, regulations governmental requirements and industry standards and practices relating to the Trane’s processing of Customer Confidential Information (collectively, “Laws”). 5. Customer Data; Information Security Management. Trane agrees to establish and maintain an information security and privacy program, consistent with applicable HVAC equipment industry practices that complies with this Addendum and applicable Laws (“Information Security Program”). The Information Security Program shall include appropriate physical, technical and administrative safeguards, including any safeguards and controls agreed by the Parties in writing, sufficient to protect Customer systems, and Customer’s Confidential Information from unauthorized access, destruction, use, modification or disclosure. The Information Security Program shall include appropriate, ongoing training and awareness programs designed to ensure that Trane’s employees and agents, and others acting on Trane’s, behalf are aware of and comply with the Information Security Program’s policies, procedures, and protocols. 6. Monitoring. Trane shall monitor and, at regular intervals consistent with HVAC equipment industry practices, test and evaluate the effectiveness of its Information Security Program. Trane shall evaluate and promptly adjust its Information Security Program in light of the results of the testing and monitoring, any material changes to its operations or business arrangements, or any other facts or circumstances that Trane knows or reasonably should know may have a material impact on the security of Customer Confidential Information, Customer systems and Customer property. 7. Audits. Customer acknowledges and agrees that the Trane SOC2 audit report will be used to satisfy any and all audit/inspection requests/requirements by or on behalf of Customer. Trane will make its SOC2 audit report available to Customer upon request and with a signed nondisclosure agreement. 8. Information Security Contact. Trane’s information security contact is Local Sales Office. 9. Security Incident Management. Trane shall notify Customer after the confirmation of a Security Incident that affects Customer Confidential Information, Customer systems and Customer property. The written notice shall summarize the nature and scope of the Security Incident and the corrective action already taken or planned. 10. Threat and Vulnerability Management. Trane regularly performs vulnerability scans and addresses detected vulnerabilities on a risk basis. Periodically, Trane engages third-parties to perform network vulnerability assessments and penetration testing. Vulnerabilities will be reported in accordance with Trane’s cybersecurity vulnerability reported process. Trane periodically provides security updates and software upgrades. 11. Security Training and Awareness. New employees are required to complete security training as part of the new hire process and receive annual and targeted training (as needed and appropriate to their role) thereafter to help maintain compliance with Security Policies, as well as other corporate policies, such as the Trane Code of Conduct. This includes requiring Trane employees to annually re-acknowledge the Code of Conduct and other Trane policies as appropriate. Trane conducts periodic security awareness campaigns to educate personnel about their responsibilities and provide guidance to create and maintain a secure workplace. 12. Secure Disposal Policies. Trane will maintain policies, processes, and procedures regarding the disposal of tangible and intangible property containing Customer Confidential Information so that wherever possible, Customer Confidential Information cannot be practicably read or reconstructed. 13. Logical Access Controls. Trane employs internal monitoring and logging technology to help detect and prevent unauthorized access attempts to Trane’s corporate networks and production systems. Trane’s monitoring includes a review of changes affecting systems’ handling authentication, authorization, and auditing, and privileged access to Trane production systems. Trane uses the principle of “least privilege” (meaning access denied unless specifically granted) for access to customer data. 14. Contingency Planning/Disaster Recovery. Trane will implement policies and procedures required to respond to an emergency or other occurrence (i.e. fire, vandalism, system failure, natural disaster) that could damage Customer Data or any system that contains Customer Data. Procedures include the following a. Data backups; and b. Formal disaster recovery plan. Such disaster recovery plan is tested at least annually. 15. Return of Customer Data. If Trane is responsible for storing or receiving Customer Data, Trane shall, at Customer’s sole discretion, deliver Customer Data to Customer in its preferred format within a commercially reasonable period of time following the expiration or earlier termination of the Agreement or, such earlier time as Customer requests, securely destroy or render unreadable or undecipherable each and every original and copy in every media of all Customer’s Data in Trane’s possession, custody or control no later than [90 days] after receipt of Customer’s written instructions directing Trane to delete the Customer Data. 16. Background Checks. Trane shall take reasonable steps to ensure the reliability of its employees or other personnel having access to the Customer Data, including the conducting of appropriate background and/or verification checks in accordance with Trane policies. 17. DISCLAIMER OF WARRANTIES. EXCEPT FOR ANY APPLICABLE WARRANTIES IN THE AGREEMENT, THE SERVICES ARE PROVIDED "AS IS", WITH ALL FAULTS, AND THE ENTIRE RISK AS TO SATISFACTORY QUALITY, PERFORMANCE, ACCURACY AND EFFORT AS TO SUCH SERVICES SHALL BE WITH CUSTOMER. TRANE DISCLAIMS ANY AND ALL OTHER EXPRESS OR IMPLIED REPRESENTATIONS AND WARRANTIES WITH RESPECT TO THE SERVICES AND THE SERVICES PROVIDED HEREUNDER, INCLUDING ANY EXPRESS OR IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR THAT THE SERVICES WILL OPERATE ERROR- FREE OR UNINTERRUPTED OR RETURN/RESPONSE TO INQUIRIES WITHIN ANY SPECIFIC PERIOD OF TIME. SECURITY ADDENDUM 272 ©2025 Trane All rights reserved Page 10 of 10 Confidential and Proprietary Information of Trane U.S. Inc. (October 2024) Supersedes (November 2023v2) 273 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-726 Agenda Date:12/8/2025 TITLE:..title Amendment to the Union County Procurement Policy INFORMATION CONTACT: Corey Brooks, Procurement and Contract Management, Interim Director, 704-283-3683 ACTION REQUESTED: Adopt the Amendment to the Union County Procurement Policy. PRIOR BOARD ACTIONS: 1) June 5, 2023, Regular Meeting, Agenda Item #23-335 - Policy Approved 2) August 11, 2025, Regular Meeting, Agenda Item #25-518 - Policy Amendment Approved BACKGROUND: On February 14, 2025, the Board of Commissioners approved adopting an updated Union County Procurement Policy to ensure compliance with all applicable state and federal procurement regulations. The proposed amendment modifies Appendix A - Procurement Procedures with Federal Funds to align the County’s policy with recent regulatory changes issued by the Federal Acquisition Regulatory (FAR) Council, which increase the Simplified Acquisition Threshold (SAT) from $250,000 to $350,000, effective October 1, 2025. This federal threshold is incorporated by reference into 2 C.F.R. §200.1 and §200.320 of the Uniform Guidance, which governs procurement standards for federally funded projects. The amendment ensures Union County remains in compliance with current federal procurement requirements and allows departments utilizing federal financial assistance to conduct simplified acquisitions up to the new $350,000 limit while maintaining all other safeguards and approval processes outlined in the County’s Procurement Policy. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™274 Table of Contents Appendix A – Procurement Procedures with Federal Funds............................................................3 Policy..............................................................................................................................................3 COMPLIANCE WITH FEDERAL LAW ......................................................................................................................... 3 CONTRACT AWARD ................................................................................................................................................ 3 NO EVASION........................................................................................................................................................... 4 CONTRACT REQUIREMENTS ................................................................................................................................... 4 SELF-CERTIFICATION ............................................................................................................................................. 4 CONTRACTOR'S CONFLICT OF INTEREST ................................................................................................................. 4 APPROVAL AND MODIFICATION ............................................................................................................................. 4 Procedure.......................................................................................................................................4 NECESSITY ............................................................................................................................................................. 4 CLEAR SPECIFICATIONS .......................................................................................................................................... 5 NOTICEOF FEDERAL FUNDING ................................................................................................................................5 COMPLIANCEBY CONTRACTORS............................................................................................................................. 5 FIXED PRICE ........................................................................................................................................................... 5 USE OF BRAND NAMES........................................................................................................................................... 5 LEASE VERSUS PURCHASE ...................................................................................................................................... 5 DIVIDING CONTRACT FOR M/WBEPARTICIPATION ...............................................................................................6 DOCUMENTATION OF PROCUREMENT PROCEDURES ...............................................................................................6 COST ESTIMATE ..................................................................................................................................................... 6 CONTRACT REQUIREMENTS ................................................................................................................................... 6 DEBARMENT .......................................................................................................................................................... 6 CONTRACTOR OVERSIGHT ..................................................................................................................................... 7 OPEN COMPETITION ............................................................................................................................................... 7 DOMESTIC SOURCING ............................................................................................................................................. 7 GEOGRAPHIC PREFERENCE ..................................................................................................................................... 7 PRE-QUALIFICATION .............................................................................................................................................. 7 PROTESTS AND DISPUTES ....................................................................................................................................... 7 COMPETITIVE BIDS ................................................................................................................................................. 7 Specific Procurement Procedures................................................................................................7 MICRO-PURCHASE ................................................................................................................................................. 8 Procedure...................................................................................................................................................... 8 SMALL PURCHASE .................................................................................................................................................. 8 Procedure...................................................................................................................................................... 8 SEALED BID ............................................................................................................................................................ 8 Procedure...................................................................................................................................................... 9 COMPETITIVE PROPOSALS ...................................................................................................................................... 9 Procedure...................................................................................................................................................... 9 CONSTRUCTION AND REPAIR CONTRACTS –SMALL PURCHASE ...........................................................................10 Procedure.................................................................................................................................................... 10 CONSTRUCTION AND REPAIR CONTRACTS –SEALED BID .....................................................................................11 Procedure.................................................................................................................................................... 11 CONSTRUCTION AND REPAIR –SEALED BIDS $500,000+.....................................................................................12 Procedures.................................................................................................................................................. 12 PROFESSIONAL SERVICES (ARCHITECTURAL AND ENGINEERING SERVICES) ........................................................13 Procedure Under $50,000........................................................................................................................... 13 Procedure $50,000 - $250,000 .................................................................................................................... 13 Procedure $250,000+................................................................................................................................. 14 275 2 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Exceptions....................................................................................................................................14 SOLE SOURCE ....................................................................................................................................................... 14 PUBLIC EXIGENCY ................................................................................................................................................ 15 INADEQUATE COMPETITION ................................................................................................................................. 15 AWARDING AGENCY APPROVAL .......................................................................................................................... 15 Conflicts of Interest .....................................................................................................................15 Gifts..............................................................................................................................................16 Violation.......................................................................................................................................16 276 3 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) APPENDIX A – PROCUREMENT PROCEDURES WITH FEDERAL FUNDS POLICY All contracts and purchases funded, in whole or in part, with any federal or state grant or loan funds must be procured by all County Departments in a manner that conforms will all Applicable Law, including, without limitation, all federal laws, policies, and standards, including those under the federal Uniform Guidance (2 C.F.R. Part 200). Further, such regulations shall supersede all local purchasing provisions to the extent of any conflict. Without limiting the generality of the foregoing, purchases made by the Union County Department of Transportation with federal transit funds shall comply with the current version of FTA (Federal Transit Administration) Circular 4220.1. All sub-recipient agencies receiving federal or state funds through the County of Union shall also comply with the federal or state granting agency procurement regulations, which supersede all local purchasing resolution provisions. The procurement of goods (apparatus, supplies, materials, and equipment), services, and construction or repair projects funded in whole or in part with federal financial assistance must comply with all of the provisions of this Appendix A, which describe the requirements related to conflicts of interests and gifts. The Procurement Director may establish procedures consistent with this Policy to ensure compliance with the requirements of this paragraph. This Appendix A applies when procuring goods (apparatus, supplies, materials, and equipment), services, and construction or repair projects funded in whole or in part with federal financial assistance (direct or reimbursed). This Section also applies to any sub-recipient of the funds. The Employee responsible for managing the federal financial assistance award shall review the notice of award to identify any additional conflicts of interest prohibitions or requirements associated with the award, and shall notify all Employees, officers, and agents, including sub- recipients, of the requirements of this section and any additional prohibitions or requirements.r COMPLIANCE WITH FEDERAL LAW All procurement activities involving the expenditure of federalfundsmust beconducted in compliance withthe Procurement Standards codified in 2 C.F.R. §200.317 through §200.327 unless otherwise directed in writing by the federal agency or state pass- through agency that awarded the funds. The County of Union will follow all applicable local, state,and federal procurement requirements when expending federal funds. Should the County of Union have more stringent requirements,the most restrictive requirement shall apply so long as it is consistent with state and federal law. In addition, theCountymustcomply andadhereto anyothergrant specificrequirements. CONTRACT AWARD When bids are required by law, or otherwise solicited by the County, all contracts shall 277 4 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) be awarded only to the lowest responsive responsible bidder possessing the ability to perform successfully under the terms and conditions of the contract. Consideration shall be given to contractor integrity, compliance with public policy,record of past performance,andfinancialandtechnicalresources. NO EVASION No contract may be divided to bring the cost under bid thresholds or to evade any requirement s under this policy or state and federal law. CONTRACT REQUIREMENTS All contracts paid for in whole or in part with federal funds shall be in writing. The written contract must include or incorporate by reference the provisions required under 2 C.F.R Section § 200.326 and as provided for under 2 C.F.R.Part 200, Appendix II. SELF-CERTIFICATION Annual self-certification shall be included within the annual Budget Ordinance and approved by the Board of Commissioners. CONTRACTOR'S CONFLICT OF INTEREST Designers, suppliers, and contractors that assist in the development or drafting of specifications, requirements, statements of work, invitation for bids or requests for proposals shall beexcluded from competing for such requirements. APPROVAL AND MODIFICATION The Administrative Procedures contained within this policy are administrative and may be changed as necessary at staff level to comply with the Federal Procurement Standards within this Policy. However, any policy changes must be approved by the Board of Commissioners prior to becoming effective. Note: As a reminder, if there is a conflict between the Union County Procurement Policy and federal purchasing requirements, the most restrictive purchase policy applies. PROCEDURE Either the Purchasing Department or the Requesting Department shall procure all contracts in accordance with the requirements of this Section of the Policy. General Procurement Standards and Procedures: NECESSITY 278 5 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Purchases must be necessary to perform the scope of work and must avoid acquisition of unnecessary or duplicative items (no stockpiling). The Procurement Department and/or the requesting department should check with the federal surplus property agency prior to buying new items when feasible and less expensive. Strategic sourcing should be considered with other departments and/or agencies who have similar needsto consolidate procurements andservices to obtain betterpricing. CLEAR SPECIFICATIONS All solicitations must incorporate a clear and accurate description of the technical requirements for the materials, products, or services to be procured, and shall include all other requirements which bidders must fulfill and all other factors to be used in evaluating bids or proposals. Technical requirements must not contain features that restrict competition. NOTICE OFFEDERAL FUNDING All bid solicitations must acknowledge the use of federal funding for the contract. In addition, all prospective bidders or offerors must acknowledge that funding is contingent upon compliance with all terms and conditions of the funding award. COMPLIANCE BYCONTRACTORS. All solicitationsshould inform prospectivecontractors thatthey will need to comply with all applicable federal laws, regulations, executive orders, FEMA requirements, and terms and conditions of thefunding award. FIXED PRICE Solicitations must state that the bidders shall submit bids on a fixed price basis and that the contract shall be awarded on this basis unless otherwise provided for in this Policy. Cost plus percentage of cost contracts are prohibited.Time and materials contracts are prohibited in most circumstances. Time and materials (cost-plus) contracts will not be used unless no other form of contract is suitable and the contract includes a "not-to-exceed" amount. A time and materials contract shall not be awarded without the express written permission of the federal agency or state pass-through agency that awarded the funds. USE OF BRAND NAMES When possible, performance or functional specifications are preferred to allow for more competition, leaving the determination of how to reach the required result to the contractor. Brand names may be used only when it is impractical or uneconomical to write a clear and accurate description of the requirement(s).When a brand name is listed, it is used as reference only and "or equal" must be included in the description. LEASE VERSUS PURCHASE 279 6 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Under certain circumstances, it may be necessary to perform an analysis of lease versus purchase alternatives to determine the most economical approach. Note :This comparison is necessary for most FEMA financial assistance programs following an emergency or major disaster declaration. DIVIDING CONTRACT FOR M/WBE PARTICIPATION If economically feasible, procurements may be divided into smaller components to allow maximum participation of small and minority businesses and women business enterprises. The procurement cannot be divided to bring thecostunderbidthresholds or to evadeanyrequirementsunderthis Policy. DOCUMENTATION OF PROCUREMENT PROCEDURES Documentation must be maintained by the Procurement Department and/or the requesting department detailing the history of all procurements. The documentation should include procurement method used, contract type,basisfor contractorselection, price, sources solicited, public notices,cost analysis,bid documents, addenda, amendments, contractor's responsiveness,notice of award, copies of notices to unsuccessful bidders or offerors,record of protests or disputes,bond documents, notice to proceed, purchase order, and contract. All documentation relating to the award of anycontract must be madeavailable to the grantingagency uponrequest. COST ESTIMATE For all procurements costing $250,000 $350,000 1 or more, the Procurement Department and/or requesting department shall develop an estimate of the cost of the procurement prior to so liciting bids. Cost estimates may be developed by reviewing prior contract costs, online review of similar products or services, or other means by which a good faith cost estimate may be obtained. Cost estimates for construction and repair contracts may be developed by the project designer. CONTRACT REQUIREMENTS The requesting department must prepare a written contract incorporating the provisions as required by the Uniform Guidance, 2 CFR, Part 200. DEBARMENT No contract shall be awarded to a contractor included on the federally debarred bidders list. Prior to preparing the contract, the Procurement Department or the 1 This amount is known as the Simplified Acquisition Threshold (the “SAT”) and is set by the federal government in accordance with 2 C.F.R. §§ 200.1 and 200.320. Notwithstanding anything in the Union County Procurement Policy to the contrary, the SAT will be deemed to have been updated in Union County’s Procurement Policy any time the SAT is modified by the federal government. 280 7 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) requesting department must verify that the contractor is not on the federally debarred bidders list. CONTRACTOR OVERSIGHT The requesting department receiving the federal funding must maintain oversight of the contract to ensure that the contractor is performing in accordance with the contract terms,conditions, andspecifications. OPEN COMPETITION Solicitations shall be prepared in a way to be fair and provide open competition. The County shall not restrict competition by imposing unreasonable requirements on bidders, including but not limited to unnecessary supplier experience, excessive or unnecessary bonding; specifying a brand name without allowing for "or equal" products, or other unnecessary requirement that have the effect of the restricting competition. DOMESTIC SOURCING The County should provide for domestic sourcing preferences to the greatest extent possible. GEOGRAPHIC PREFERENCE No contract shall be awarded on the basis of geographic preference. PRE-QUALIFICATION At the discretion of the County, contractors for construction and repair projects will be prequalified in accordance with the County's Pre-Qualification for Capital Improvement Projects (Section 3.9 of theUnion County ProcurementPolicy). Protests for denial of prequalification will be in accordance with the pre-qualificationpolicy. PROTESTS AND DISPUTES If required by the federal funding source, bid protests and disputes will comply with any requirements issued by the funding agency. COMPETITIVE BIDS Purchases made through a Cooperative Purchasing Program, or a contract procured by the State of North Carolina may be allowed ONLY if the contracts were procured in compliance with 2 C.F.R.200.317-327 and written approval is granted by the federal grantor agency. Documentation must be provided by the supplier demonstrating compliance. However, State Contract or Cooperative Purchasing programs may be used for purchases under the micro-purchase limit. SPECIFIC PROCUREMENT PROCEDURES 281 8 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) The Procurement Department shall solicit bids/quotes in accordance with the requirements under thisSection of the Policy based on the type andcost of the contract. MICRO-PURCHASE Purchase Contracts: Up to $30,000 Service Contracts: Up to $50,000 Shall be procured using the Uniform Guidance micro-purchase procedure (2 CFR §200.320(a)(1)). The thresholds are approved annually as a resolution by the Board of Commissioners to increase the micro-purchase limit. Does not apply to Architectural or Engineering (“A/E”) Professional Services. Procedure 1.No biddingis required. 2.Price must be considered fair and reasonable. 3. To the extent practicable, purchases must be distributed among qualified suppliers. 4. Contract must be in writing (this could be in the form of a purchase order). SMALL PURCHASE Purchase Contracts: At least $30,000, but less than $90,000 Service Contracts: At least $50,000, but less than $90,000 Shall be procured using the Uniform Guidance "small purchase"procedure (2 CFR §200.320(a)(2)).Does not apply to A/E Professional Services. Procedure 1.Costor price analysis isNOT required priorto soliciting bids. 2.Obtain written price quotes from an adequate number of suppliers or sources (which shall not be less than two (2)quotes). Check specific grant as some agencies may require more than two (2) quotes. 3.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 C.F.R. §200.321 by posting on the State's IPS site and the HUB Site. 4.Award contract as a fixed price. A not-to-exceed basis is permissible for service contracts only where obtaining a fixed price is notfeasible. 5.Award to lowest responsive, responsible bidder. 6.Contract must be in writing (purchase contracts may be in the form of a purchase order; service contracts and construction or repair contracts require use of contract template). SEALED BID Service Contracts: $90,000 up to $250,000 $350,000 Purchase Contracts: $90,000+ 282 9 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Shall be procured using a combination of the most restrictive requirements of the Uniform Guidance sealed bid procedure (2 CFR §200.320(b)(1)) and state formal bidding procedures (G.S. §143-129). Procedure 1.Costor priceanalysisisrequired priorto solicitingbids. 2.Complete specifications orpurchasedescriptionmustbeavailableto all bidders. 3.Public Advertisement: electronic advertising is authorized. 4.Legal notice must reserve to the governing board the right toreject any or all bids only for "sound documented reasons.” 5.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 CFR §200.321bypostingon the State's IPS site and the HUB site. 6.Solicit fromadequate number of known suppliers. 7.Bidsmustbe submittedsealed. 8.Must have two (2) sealed bids submitted to open; 9.Public Bid Opening. 10.If fewer than two bids are received, re-advertisement is necessary. If upon re- advertisement only one bid is received, the bid can be accepted and opened. 11.Bids may only be rejected for "sound documented reasons." 12.Award contract as a firm fixed-price. A not-to-exceed basis is permissible for service contracts only where obtaining afixed price isnot feasible. 13.Awardto lowest,responsive,responsiblebidder. 14.Contract must be in writing (purchase contracts may be in the form of a purchase order;service contracts andconstruction repair requireuseof contract template). 15.Cannot use a cooperative purchasing program as an Exception to the Bidding. 16.Governing board approval prior to award is not required (per local policy, the BOCC has delegated award authority to CountyManager). COMPETITIVE PROPOSALS Service Contracts: $250,000+$350,000+ Shall be procured using the Uniform Guidance competitive proposal procedure (2 CFR § 200.320(b)(2)) when the sealed bid procedure is not appropriate for the particular type of service beingsought. Note: RFP's (competitive proposals) can only be used when conditions are not appropriate for the use of sealed bids such as service contracts. This can be used for all types of contracts $250,000 and over. Procedure 283 10 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) 1.Public advertisement is required; however, formal advertisement in a newspaper is not required so long as the method of advertisement will solicit proposals from an "adequate number" of qualified firms. 2.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as provided under 2 C.F.R. § 200.321 by posting on the State's JPS site and the HUB site. 3.Identify evaluation criteria and relative importance of each criteria (criteria weight) intheRFP. 4. All responses must be considered to the maximum extent practical. 5.Must have a written method for conducting technical evaluations of proposals and selecting the winning firm. 6.Award the contract to the responsible firm with the most advantageous proposal taking into account price and other factors identified in the RFP. 7.Governingboard approvalisrequired perlocal policy. 8.Awardthe contractona firmfixed-price orcost-reimbursement basis. 9.Must have written contract withfederal contract provisions included. 10.Cannot use a cooperative purchasing program as an exception to the bidding. 11.If only one response is received, re-advertisement is not required. CONSTRUCTION AND REPAIR CONTRACTS – SMALL PURCHASE At least $30,000, but less than $250,000 $350,000 Shall be procured using the Uniform Guidance small purchase procedure (2 C.F.R. § 200.320(a)(2)). The $30,000 threshold is approved annually as a Resolution by the Board to increase the micro-purchase limit. Procedure 1.Cost or price analysis is not required prior to soliciting bids, although price estimates maybe provided bythe project designer. 2. Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2C.F.R. § 200.321 by posting on the State's JPS site and the HUB site. 3.Obtain written price quotes from an adequate number of suppliers or sources (typicallymeanstwo (2);however,verifywith grantingagency). 4.Award Contract on a fixed-price or not-to-exceed basis. 5. Award to lowest responsive, responsible bidder. 6.Award by the BOCC is not required; however, BOCC authorization of the contract may be required pursuant to the BOCC delegation of contracting authority. 7.Must have written contract withfederal contract provisions included. 8. If fewer than two bids are received, re-advertisement is necessary. If upon re- advertisement only one bid is received, the bid can be accepted and opened. 284 11 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) CONSTRUCTION AND REPAIR CONTRACTS – SEALED BID At least $250,000 $350,000, but less than $500,000 Shall be procured using the Uniform Guidance sealed bid procedure (2 C.F.R. § 200.320(b)(1)) Procedure 1.Cost or price analysis is required prior to soliciting bids (this cost estimate may be providedby the project designer). 2.Complete specifications must be made available to all bidders. 3.Public Advertisement:Advertise thebid solicitation for aperiodof time sufficient to give bidders notice of opportunity t o submit bids (formal advertisement in a newspaper is not required so long as other means of advertising will provide sufficient notice of the opportunity to bid). 4.The advertisement must state the date, time, and location of the public bid opening, and indicate where specifications may be obtained. 5.Solicit from adequate numberof known suppliers. 6.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2C.F.R.§200.321by posting ontheState's IPS site and theHUB site. 7.Bidsmustbe submitted sea led. 8.Public Bid Opening 9.Must have two (2)sealedbidssubmitted priorto opening. 10.Original 5% Bid Bond (a bid that does not contain a bid bond cannot be counted toward the two (2) bid requirement. 11.Performance and Payment Bonds for 100 % of contract price Bids may only be rejected for "sound documented reasons". 12.Contract awardedon firm-fixed pricebasis. 13.Award to lowest responsive, responsible bidder 14.Must have written contract with federal contract provisions included. 15.Award of the contract by the BOCC is not required; however, contract execution authority limits as adopted by the BOCC shall still apply. 16.If fewer than two bids are received, re-advertisement is necessary.If upon re- advertisement and only one bid is received, the bid can be accepted and opened. *Building Projects $300,000 and above Construction or repair contracts involving a building $300,000 and above must also include: 1.Pursuant to N.C.G.S. §143-128.2, formal HUB (historically underutilized 285 12 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) business) participation is required, including local government outreach efforts and bidder good faith efforts. 2.Separate specifications shall be drawn up for the HVAC, electrical, plumbing, and general construction work as required under G.S. 143 -128(a). CONSTRUCTION AND REPAIR – SEALED BIDS $500,000+ $500,000 and above Shall be procured using a combination of the most restrictive requirements of the Uniform Guidance sealed bid procedure (2 C.F.R. § 200.320(b)(1)) and state formal bidding procedures (N.C.G.S. §143-129). Procedures 1.Cost or price analysis is required prior to soliciting bids (this cost estimate may be providedbythe projectdesigner). 2.Complete specifications must be made available to all bidders 3.Separate specifications shall be drawn for the HVAC, electrical, plumbing, and general construction work as required under N.C.G.S. 143-128(a). 4.The project shall be bid using a statutorily authorized bidding method (separate prime, single-prime, or dual bidding) as required under N . C . G.S. §143-129(a)(1). 5.Public Advertisement: (Electronic Advertising is authorized) 6.Legal notice must reserve to the governing board the right to reject any or all bidsonlyfor "sound documented reasons." 7.Solicit from adequate number of known suppliers. 8.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 C.F.R. § 200.321 by posting on the State's JPS site and HUB. 9.Good Faith MBE Requirements/Affidavits must be submitted Bids must be submitted sealed and in paper form. 10.Public Bid Opening 11.Must have three (3) sealed bids submitted before opening 12.Original 5% Bid Bond (a bid that does not contain a bid bond cannot be counted toward the three (3) bid requirement) Bid Bonds may not be faxed or emailed. Bid Bonds must be original andsubmitted withtheBid. 13.Performance and Payment Bonds for 100% of contract price 14.Bidscanonlyberejectedfor "sound documented reasons" 15.Contract awarded on firm-fixed Price basis 16.Award to lowest, responsive, responsible bidder 17.Must have written contract with federal contract provisions included 18.Award by the BOCC is required (cannot be delegated) 19.If fewer than three bids are received, re-advertisement is necessary. If upon re advertisement less than three bids are received, bid(s) can be accepted and opened. 286 13 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) PROFESSIONAL SERVICES (ARCHITECTURAL AND ENGINEERING SERVICES) Less than $50,000 Shall be procured using the RFQ process or Exemption Process Procedure Under $50,000 Professional Services under $50,000, for the purchase of services subject to the qualifications- based selection process in the Mini-Brooks Act may be exempt pursuant to N.C.G.S. §143- 64.32 as long as the annual self-certification has been included in the annual Budget Ordinance. If the self-certification was not done,the micro-purchase threshold shall be $10,000. $50,000 - $250,000 $350,000 Shall be procured using the state “Mini-Brooks Act" requirements (N.C.G.S. §143-64.31) Procedure $50,000 - $250,000 $350,000 1.Issue a Request for Qualifications (RFQ) to solicit qualifications from qualified firms. 2.Advertisement: Solicit only-Newspaper isnotrequired. 3.Price (other than unit cost) shall not be solicited in the RFQ . 4.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as provided for under 2 C.F.R. §200.321 by posting on the State's IPS site and HUB. 5.Evaluate the qualifications of respondents based on the evaluation criteria developedbythePurchasi ngDepartment and/or Requesting Department. 6.State licensure requirements apply. 7.Rank respondentsbased on qualifications andselectthe best qualified firm. Pricecannot bea factorinthe evaluation. 8.Preference may be given to in-state (but not local) firms. 9.Negotiate fair and reasonable compensation with the best qualified firm. If negotiations are not successful,repeat negotiations with the second-best qualified firm. 10.Award the contract to best qualified firm with whom fair and reasonable compensation has been successfully negotiated. 11.Must be a fixed price or not to exceed contract type for services. 12.Governing board approval is not required. 13.Must have written contract with federal contract provisions included. 14.Do NOT have to re-advertise if only one response is received. $250,000 $350,000 and above 287 14 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Shall be procured using the Uniform Guidance competitive proposal procedure (2 C.F.R. § 200 .320(b)(2)) Procedure $250,000+$350,000+ 1.Issue a Request for Qualification s (RFQ) to solicit qualifications from qualified firms Advertisement:Solicit only -Newspaper is not required).Price (other than unit cost) shall not be solicited in the RFQ. 2.Take affirmative stepsto solicit qualifications statementsfrom M/WBEvendors and suppliers as providedforunder2C.F.R.§200.321bypostingontheState's IPSsit e andHUBsite. 3.Identify the evaluation criteria and relative importance of each criterion (the criteria weight) intheRFQ. 4.Proposals must be solicited from an adequate number of qualified sources (an individual federal grantor agency may issue guidance interpreting "adequate number"). 5.Must have a written method for conducting technical evaluations of proposals and selecting the best qualified firm. 6. Consider all responses to the publicized RFQ to the maximum extent practical. 7.Evaluate qualifications of respondents based on the evaluation criteria developed by thePurchasingDepartmentand/orRequestingDepartment 8.Rank respondents basedon qualifications and select the most qualified firm . 9.Preference may begiven to in-state (but not local) firms providedthat granting the preference leaves an appropriate number of qualified firms to compete for the contract giventhenature and sizeof the project. 10.Price cannot be a factor in the initial selection of the most qualified firm. 11.Negotiate fair and reasonable compensation with the best qualified firm. If negotiations are not successful, repeat negotiations with the second-best qualified firm. 12.State licensure requirements apply. 13.Must be a fixed price or not to exceed contract type for services. 14.Governing board approval is required (per local policy) 15.Must have written contract with federal contract provisions included Note: The RFQ process cannot be used for general consulting services or other services not defined by state law or federal law even if those services can be performed by an architecturalorengineeringfirm. EXCEPTIONS Non-competitive contracts are allowed only under the following conditions and with the written approval of the federal agency or state pass-through agency that awarded the federal funds. SOLE SOURCE A contract may be awarded without competitive bidding when the item is available from 288 15 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) only one source. The Procurement Department and/or requesting department shall document the justification for and lack of available competition for the item. Written prior approval is required by the granting agency for all sole source procurements in excessof $250,000 $350,000. All sole source contracts must be approved by the BOCC when federal funding is involved unless the contract is under $30,000. PUBLIC EXIGENCY A contract maybe awardedwithout competitive biddingwhen there is a public exigency. A public exigency exists when there is an imminent or actual threat to public health, safety, and welfare, and the need for the item will not permit the delay resulting from competitive bidding.A cost analysisisstillrequired. INADEQUATE COMPETITION A contract may be awarded without competitive bidding when competition is determined to be inadequate after attempts to solicit bids from a number of sources as requiredunder thisPolicy does not result inaqualified winning bidder. AWARDING AGENCY APPROVAL A contract may be awarded without competitive bidding with the express written authorization of thefederal agency orstate pass-through agency that awarded the federal funds so long as awarding the contract without competition is consistent with state law. When hiring consultants, prior approval must be obtained from the awarding agency whose rate exceeds the consultant rate maximum limit as specified by the awardingagency. CONFLICTS OF INTEREST In addition to the prohibition against self-benefiting from a public contract under N.C.G.S. § 14-234, no officer, employee, or agent of Union County may participate directly or indirectly in the selection, award, or administration of a contract supported by a federal award if he or she has a real or apparent conflict of interest. A real or apparent conflict exists when any of the following parties has a financial or other interest in or receives a tangible personal benefit from a firm considered for award of a contract: 1. The employee, officer, or agent involved in the selection, award, or administration of a contract; 2. Any member of his or her immediate family; 3. His or her partner; or 4. An organization which employs or is about to employ any of these parties. Any officer, employee, or agent with an actual, apparent, or potential conflict of interest as defined in this Appendix shall report the conflict to his or her Department or Division Director. Any such conflict shall be disclosed in writing to the federal award agency or pass-through entity in accordance with applicable Federal awarding agency policy. 289 16 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) GIFTS In addition to the prohibition against accepting gifts and favors from vendors and contractors under N.C.G.S. § 133-32, officers, employees, and agents of Union County are prohibited from accepting or soliciting gifts, gratuities, favors, or anything of monetary value from contractors, suppliers, or parties to subcontracts. Items of nominal value which fall into one of the following categories may be accepted: 1. Promotional items. 2. Honorariums for participation in meetings; or Meals furnished at banquets. Any officer, employee or agent who knowingly accepts an item of nominal value allowed under this Policy shall report the item to his or her immediate supervisor. VIOLATION Employees violating Appendix A will be subject to discipline up to and including dismissal. If a contractor violates the conflict of interest or gift rules set out herein, the County may terminate any contract(s) between the County and said contractor and said contractor may not be eligible for future contract awards. 290 Table of Contents Appendix A – Procurement Procedures with Federal Funds............................................................3 Policy..............................................................................................................................................3 COMPLIANCE WITH FEDERAL LAW ......................................................................................................................... 3 CONTRACT AWARD ................................................................................................................................................ 3 NO EVASION........................................................................................................................................................... 4 CONTRACT REQUIREMENTS ................................................................................................................................... 4 SELF-CERTIFICATION ............................................................................................................................................. 4 CONTRACTOR'S CONFLICT OF INTEREST ................................................................................................................. 4 APPROVAL AND MODIFICATION ............................................................................................................................. 4 Procedure.......................................................................................................................................4 NECESSITY ............................................................................................................................................................. 5 CLEAR SPECIFICATIONS .......................................................................................................................................... 5 NOTICEOF FEDERAL FUNDING ................................................................................................................................5 COMPLIANCEBY CONTRACTORS............................................................................................................................. 5 FIXED PRICE ........................................................................................................................................................... 5 USE OF BRAND NAMES........................................................................................................................................... 5 LEASE VERSUS PURCHASE ...................................................................................................................................... 6 DIVIDING CONTRACT FOR M/WBEPARTICIPATION ...............................................................................................6 DOCUMENTATION OF PROCUREMENT PROCEDURES ...............................................................................................6 COST ESTIMATE ..................................................................................................................................................... 6 CONTRACT REQUIREMENTS ................................................................................................................................... 6 DEBARMENT .......................................................................................................................................................... 7 CONTRACTOR OVERSIGHT ..................................................................................................................................... 7 OPEN COMPETITION ............................................................................................................................................... 7 DOMESTIC SOURCING ............................................................................................................................................. 7 GEOGRAPHIC PREFERENCE ..................................................................................................................................... 7 PRE-QUALIFICATION .............................................................................................................................................. 7 PROTESTS AND DISPUTES ....................................................................................................................................... 7 COMPETITIVE BIDS ................................................................................................................................................. 7 Specific Procurement Procedures................................................................................................8 MICRO-PURCHASE ................................................................................................................................................. 8 Procedure...................................................................................................................................................... 8 SMALL PURCHASE .................................................................................................................................................. 8 Procedure...................................................................................................................................................... 8 SEALED BID ............................................................................................................................................................ 9 Procedure...................................................................................................................................................... 9 COMPETITIVE PROPOSALS ...................................................................................................................................... 9 Procedure.................................................................................................................................................... 10 CONSTRUCTION AND REPAIR CONTRACTS –SMALL PURCHASE ...........................................................................10 Procedure.................................................................................................................................................... 10 CONSTRUCTION AND REPAIR CONTRACTS –SEALED BID .....................................................................................11 Procedure.................................................................................................................................................... 11 CONSTRUCTION AND REPAIR –SEALED BIDS $500,000+.....................................................................................12 Procedures.................................................................................................................................................. 12 PROFESSIONAL SERVICES (ARCHITECTURAL AND ENGINEERING SERVICES) ........................................................13 Procedure Under $50,000........................................................................................................................... 13 Procedure $50,000 - $250,000 .................................................................................................................... 13 Procedure $250,000+................................................................................................................................. 14 291 2 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Exceptions....................................................................................................................................14 SOLE SOURCE ....................................................................................................................................................... 14 PUBLIC EXIGENCY ................................................................................................................................................ 15 INADEQUATE COMPETITION ................................................................................................................................. 15 AWARDING AGENCY APPROVAL .......................................................................................................................... 15 Conflicts of Interest .....................................................................................................................15 Gifts..............................................................................................................................................16 Violation.......................................................................................................................................16 292 3 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) APPENDIX A – PROCUREMENT PROCEDURES WITH FEDERAL FUNDS POLICY All contracts and purchases funded, in whole or in part, with any federal or state grant or loan funds must be procured by all County Departments in a manner that conforms will all Applicable Law, including, without limitation, all federal laws, policies, and standards, including those under the federal Uniform Guidance (2 C.F.R. Part 200). Further, such regulations shall supersede all local purchasing provisions to the extent of any conflict. Without limiting the generality of the foregoing, purchases made by the Union County Department of Transportation with federal transit funds shall comply with the current version of FTA (Federal Transit Administration) Circular 4220.1. All sub-recipient agencies receiving federal or state funds through the County of Union shall also comply with the federal or state granting agency procurement regulations, which supersede all local purchasing resolution provisions. The procurement of goods (apparatus, supplies, materials, and equipment), services, and construction or repair projects funded in whole or in part with federal financial assistance must comply with all of the provisions of this Appendix A, which describe the requirements related to conflicts of interests and gifts. The Procurement Director may establish procedures consistent with this Policy to ensure compliance with the requirements of this paragraph. This Appendix A applies when procuring goods (apparatus, supplies, materials, and equipment), services, and construction or repair projects funded in whole or in part with federal financial assistance (direct or reimbursed). This Section also applies to any sub-recipient of the funds. The Employee responsible for managing the federal financial assistance award shall review the notice of award to identify any additional conflicts of interest prohibitions or requirements associated with the award, and shall notify all Employees, officers, and agents, including sub- recipients, of the requirements of this section and any additional prohibitions or requirements.r COMPLIANCE WITH FEDERAL LAW All procurement activities involving the expenditure of federalfundsmust beconducted in compliance withthe Procurement Standards codified in 2 C.F.R. §200.317 through §200.327 unless otherwise directed in writing by the federal agency or state pass- through agency that awarded the funds. The County of Union will follow all applicable local, state,and federal procurement requirements when expending federal funds. Should the County of Union have more stringent requirements,the most restrictive requirement shall apply so long as it is consistent with state and federal law. In addition, theCountymustcomply andadhereto anyothergrant specificrequirements. CONTRACT AWARD When bids are required by law, or otherwise solicited by the County, all contracts shall 293 4 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) be awarded only to the lowest responsive responsible bidder possessing the ability to perform successfully under the terms and conditions of the contract. Consideration shall be given to contractor integrity, compliance with public policy,record of past performance,andfinancialandtechnicalresources. NO EVASION No contract may be divided to bring the cost under bid thresholds or to evade any requirement s under this policy or state and federal law. CONTRACT REQUIREMENTS All contracts paid for in whole or in part with federal funds shall be in writing. The written contract must include or incorporate by reference the provisions required under 2 C.F.R Section § 200.326 and as provided for under 2 C.F.R.Part 200, Appendix II. SELF-CERTIFICATION Annual self-certification shall be included within the annual Budget Ordinance and approved by the Board of Commissioners. CONTRACTOR'S CONFLICT OF INTEREST Designers, suppliers, and contractors that assist in the development or drafting of specifications, requirements, statements of work, invitation for bids or requests for proposals shall beexcluded from competing for such requirements. APPROVAL AND MODIFICATION The Administrative Procedures contained within this policy are administrative and may be changed as necessary at staff level to comply with the Federal Procurement Standards within this Policy. However, any policy changes must be approved by the Board of Commissioners prior to becoming effective. Note: As a reminder, if there is a conflict between the Union County Procurement Policy and federal purchasing requirements, the most restrictive purchase policy applies. PROCEDURE Either the Purchasing Department or the Requesting Department shall procure all contracts in accordance with the requirements of this Section of the Policy. 294 5 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) General Procurement Standards and Procedures: NECESSITY Purchases must be necessary to perform the scope of work and must avoid acquisition of unnecessary or duplicative items (no stockpiling). The Procurement Department and/or the requesting department should check with the federal surplus property agency prior to buying new items when feasible and less expensive. Strategic sourcing should be considered with other departments and/or agencies who have similar needsto consolidate procurements andservices to obtain betterpricing. CLEAR SPECIFICATIONS All solicitations must incorporate a clear and accurate description of the technical requirements for the materials, products, or services to be procured, and shall include all other requirements which bidders must fulfill and all other factors to be used in evaluating bids or proposals. Technical requirements must not contain features that restrict competition. NOTICE OFFEDERAL FUNDING All bid solicitations must acknowledge the use of federal funding for the contract. In addition, all prospective bidders or offerors must acknowledge that funding is contingent upon compliance with all terms and conditions of the funding award. COMPLIANCE BYCONTRACTORS. All solicitationsshould inform prospectivecontractors thatthey will need to comply with all applicable federal laws, regulations, executive orders, FEMA requirements, and terms and conditions of thefunding award. FIXED PRICE Solicitations must state that the bidders shall submit bids on a fixed price basis and that the contract shall be awarded on this basis unless otherwise provided for in this Policy. Cost plus percentage of cost contracts are prohibited.Time and materials contracts are prohibited in most circumstances. Time and materials (cost-plus) contracts will not be used unless no other form of contract is suitable and the contract includes a "not-to-exceed" amount. A time and materials contract shall not be awarded without the express written permission of the federal agency or state pass-through agency that awarded the funds. USE OF BRAND NAMES When possible, performance or functional specifications are preferred to allow for more competition, leaving the determination of how to reach the required result to the contractor. Brand names may be used only when it is impractical or uneconomical to write a clear and accurate description of the requirement(s).When a brand name is 295 6 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) listed, it is used as reference only and "or equal" must be included in the description. LEASE VERSUS PURCHASE Under certain circumstances, it may be necessary to perform an analysis of lease versus purchase alternatives to determine the most economical approach. Note :This comparison is necessary for most FEMA financial assistance programs following an emergency or major disaster declaration. DIVIDING CONTRACT FOR M/WBE PARTICIPATION If economically feasible, procurements may be divided into smaller components to allow maximum participation of small and minority businesses and women business enterprises. The procurement cannot be divided to bring thecostunderbidthresholds or to evadeanyrequirementsunderthis Policy. DOCUMENTATION OF PROCUREMENT PROCEDURES Documentation must be maintained by the Procurement Department and/or the requesting department detailing the history of all procurements. The documentation should include procurement method used, contract type,basisfor contractorselection, price, sources solicited, public notices,cost analysis,bid documents, addenda, amendments, contractor's responsiveness,notice of award, copies of notices to unsuccessful bidders or offerors,record of protests or disputes,bond documents, notice to proceed, purchase order, and contract. All documentation relating to the award of anycontract must be madeavailable to the grantingagency uponrequest. COST ESTIMATE For all procurements costing $350,000 1 or more, the Procurement Department and/or requesting department shall develop an estimate of the cost of the procurement prior to soliciting bids. Cost estimates may be developed by reviewing prior contract costs, online review of similar products or services, or other means by which a good faith cost estimate may be obtained. Cost estimates for construction and repair contracts may be developed by the project designer. CONTRACT REQUIREMENTS The requesting department must prepare a written contract incorporating the provisions as required by the Uniform Guidance, 2 CFR, Part 200. 1 This amount is known as the Simplified Acquisition Threshold (the “SAT”) and is set by the federal government in accordance with 2 C.F.R. §§ 200.1 and 200.320. Notwithstanding anything in the Union County Procurement Policy to the contrary, the SAT will be deemed to have been updated in Union County’s Procurement Policy any time the SAT is modified by the federal government. 296 7 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) DEBARMENT No contract shall be awarded to a contractor included on the federally debarred bidders list. Prior to preparing the contract, the Procurement Department or the requesting department must verify that the contractor is not on the federally debarred bidders list. CONTRACTOR OVERSIGHT The requesting department receiving the federal funding must maintain oversight of the contract to ensure that the contractor is performing in accordance with the contract terms,conditions, andspecifications. OPEN COMPETITION Solicitations shall be prepared in a way to be fair and provide open competition. The County shall not restrict competition by imposing unreasonable requirements on bidders, including but not limited to unnecessary supplier experience, excessive or unnecessary bonding; specifying a brand name without allowing for "or equal" products, or other unnecessary requirement that have the effect of the restricting competition. DOMESTIC SOURCING The County should provide for domestic sourcing preferences to the greatest extent possible. GEOGRAPHIC PREFERENCE No contract shall be awarded on the basis of geographic preference. PRE-QUALIFICATION At the discretion of the County, contractors for construction and repair projects will be prequalified in accordance with the County's Pre-Qualification for Capital Improvement Projects (Section 3.9 of theUnion County ProcurementPolicy). Protests for denial of prequalification will be in accordance with the pre-qualificationpolicy. PROTESTS AND DISPUTES If required by the federal funding source, bid protests and disputes will comply with any requirements issued by the funding agency. COMPETITIVE BIDS Purchases made through a Cooperative Purchasing Program, or a contract procured by the State of North Carolina may be allowed ONLY if the contracts were procured in compliance with 2 C.F.R.200.317-327 and written approval is granted by the federal grantor agency. Documentation must be provided by the supplier demonstrating 297 8 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) compliance. However, State Contract or Cooperative Purchasing programs may be used for purchases under the micro-purchase limit. SPECIFIC PROCUREMENT PROCEDURES The Procurement Department shall solicit bids/quotes in accordance with the requirements under thisSection of the Policy based on the type andcost of the contract. MICRO-PURCHASE Purchase Contracts: Up to $30,000 Service Contracts: Up to $50,000 Shall be procured using the Uniform Guidance micro-purchase procedure (2 CFR §200.320(a)(1)). The thresholds are approved annually as a resolution by the Board of Commissioners to increase the micro-purchase limit. Does not apply to Architectural or Engineering (“A/E”) Professional Services. Procedure 1.No biddingis required. 2.Price must be considered fair and reasonable. 3. To the extent practicable, purchases must be distributed among qualified suppliers. 4. Contract must be in writing (this could be in the form of a purchase order). SMALL PURCHASE Purchase Contracts: At least $30,000, but less than $90,000 Service Contracts: At least $50,000, but less than $90,000 Shall be procured using the Uniform Guidance "small purchase"procedure (2 CFR §200.320(a)(2)).Does not apply to A/E Professional Services.§§ Procedure 1.Costor price analysis isNOT required priorto soliciting bids. 2.Obtain written price quotes from an adequate number of suppliers or sources (which shall not be less than two (2)quotes). Check specific grant as some agencies may require more than two (2) quotes. 3.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 C.F.R. §200.321 by posting on the State's IPS site and the HUB Site. 4.Award contract as a fixed price. A not-to-exceed basis is permissible for service contracts only where obtaining a fixed price is notfeasible. 5.Award to lowest responsive, responsible bidder. 6.Contract must be in writing (purchase contracts may be in the form of a purchase order; service contracts and construction or repair contracts require use of contract template). 298 9 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) SEALED BID Service Contracts: $90,000 up to $350,000 Purchase Contracts: $90,000+ Shall be procured using a combination of the most restrictive requirements of the Uniform Guidance sealed bid procedure (2 CFR §200.320(b)(1)) and state formal bidding procedures (G.S. §143-129). Procedure 1.Costor priceanalysisisrequired priorto solicitingbids. 2.Complete specifications orpurchasedescriptionmustbeavailableto all bidders. 3.Public Advertisement: electronic advertising is authorized. 4.Legal notice must reserve to the governing board the right toreject any or all bids only for "sound documented reasons.” 5.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 CFR §200.321bypostingon the State's IPS site and the HUB site. 6.Solicit fromadequate number of known suppliers. 7.Bidsmustbe submittedsealed. 8.Must have two (2) sealed bids submitted to open; 9.Public Bid Opening. 10.If fewer than two bids are received, re-advertisement is necessary. If upon re- advertisement only one bid is received, the bid can be accepted and opened. 11.Bids may only be rejected for "sound documented reasons." 12.Award contract as a firm fixed-price. A not-to-exceed basis is permissible for service contracts only where obtaining afixed price isnot feasible. 13.Awardto lowest,responsive,responsiblebidder. 14.Contract must be in writing (purchase contracts may be in the form of a purchase order;service contracts andconstruction repair requireuseof contract template). 15.Cannot use a cooperative purchasing program as an Exception to the Bidding. 16.Governing board approval prior to award is not required (per local policy, the BOCC has delegated award authority to CountyManager). COMPETITIVE PROPOSALS Service Contracts: $350,000+ Shall be procured using the Uniform Guidance competitive proposal procedure (2 CFR § 200.320(b)(2)) when the sealed bid procedure is not appropriate for the particular type of service beingsought. Note: RFP's (competitive proposals) can only be used when conditions are not appropriate for the use of sealed bids such as service contracts. This can be used for all types of contracts $250,000 and over. 299 10 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Procedure 1.Public advertisement is required; however, formal advertisement in a newspaper is not required so long as the method of advertisement will solicit proposals from an "adequate number" of qualified firms. 2.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as provided under 2 C.F.R. § 200.321 by posting on the State's JPS site and the HUB site. 3.Identify evaluation criteria and relative importance of each criteria (criteria weight) intheRFP. 4. All responses must be considered to the maximum extent practical. 5.Must have a written method for conducting technical evaluations of proposals and selecting the winning firm. 6.Award the contract to the responsible firm with the most advantageous proposal taking into account price and other factors identified in the RFP. 7.Governingboard approvalisrequired perlocal policy. 8.Awardthe contractona firmfixed-price orcost-reimbursement basis. 9.Must have written contract withfederal contract provisions included. 10.Cannot use a cooperative purchasing program as an exception to the bidding. 11.If only one response is received, re-advertisement is not required. CONSTRUCTION AND REPAIR CONTRACTS – SMALL PURCHASE At least $30,000, but less than $350,000 Shall be procured using the Uniform Guidance small purchase procedure (2 C.F.R. § 200.320(a)(2)). The $30,000 threshold is approved annually as a Resolution by the Board to increase the micro-purchase limit. inincc Procedure 1.Cost or price analysis is not required prior to soliciting bids, although price estimates maybe provided bythe project designer. 2. Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2C.F.R. § 200.321 by posting on the State's JPS site and the HUB site. 3.Obtain written price quotes from an adequate number of suppliers or sources (typicallymeanstwo (2);however,verifywith grantingagency). 4.Award Contract on a fixed-price or not-to-exceed basis. 5. Award to lowest responsive, responsible bidder. 6.Award by the BOCC is not required; however, BOCC authorization of the contract may be required pursuant to the BOCC delegation of contracting authority. 7.Must have written contract withfederal contract provisions included. 300 11 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) 8. If fewer than two bids are received, re-advertisement is necessary. If upon re- advertisement only one bid is received, the bid can be accepted and opened. CONSTRUCTION AND REPAIR CONTRACTS – SEALED BID At least $350,000, but less than $500,000 Shall be procured using the Uniform Guidance sealed bid procedure (2 C.F.R. § 200.320(b)(1)) Procedure 1.Cost or price analysis is required prior to soliciting bids (this cost estimate may be providedby the project designer). 2.Complete specifications must be made available to all bidders. 3.Public Advertisement:Advertise thebid solicitation for aperiodof time sufficient to give bidders notice of opportunity t o submit bids (formal advertisement in a newspaper is not required so long as other means of advertising will provide sufficient notice of the opportunity to bid). 4.The advertisement must state the date, time, and location of the public bid opening, and indicate where specifications may be obtained. 5.Solicit from adequate numberof known suppliers. 6.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2C.F.R.§200.321by posting ontheState's IPS site and theHUB site. 7.Bidsmustbe submitted sea led. 8.Public Bid Opening 9.Must have two (2)sealedbidssubmitted priorto opening. 10.Original 5% Bid Bond (a bid that does not contain a bid bond cannot be counted toward the two (2) bid requirement. 11.Performance and Payment Bonds for 100 % of contract price Bids may only be rejected for "sound documented reasons". 12.Contract awardedon firm-fixed pricebasis. 13.Award to lowest responsive, responsible bidder 14.Must have written contract with federal contract provisions included. 15.Award of the contract by the BOCC is not required; however, contract execution authority limits as adopted by the BOCC shall still apply. 16.If fewer than two bids are received, re-advertisement is necessary.If upon re- advertisement and only one bid is received, the bid can be accepted and opened. *Building Projects $300,000 and above Construction or repair contracts involving a building $300,000 and above must also include: 301 12 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) 1.Pursuant to N.C.G.S. §143-128.2, formal HUB (historically underutilized business) participation is required, including local government outreach efforts and bidder good faith efforts. 2.Separate specifications shall be drawn up for the HVAC, electrical, plumbing, and general construction work as required under G.S. 143 -128(a). CONSTRUCTION AND REPAIR – SEALED BIDS $500,000+ $500,000 and above Shall be procured using a combination of the most restrictive requirements of the Uniform Guidance sealed bid procedure (2 C.F.R. § 200.320(b)(1)) and state formal bidding procedures (N.C.G.S. §143-129). Procedures 1.Cost or price analysis is required prior to soliciting bids (this cost estimate may be providedbythe projectdesigner). 2.Complete specifications must be made available to all bidders 3.Separate specifications shall be drawn for the HVAC, electrical, plumbing, and general construction work as required under N.C.G.S. 143-128(a). 4.The project shall be bid using a statutorily authorized bidding method (separate prime, single-prime, or dual bidding) as required under N . C . G.S. §143-129(a)(1). 5.Public Advertisement: (Electronic Advertising is authorized) 6.Legal notice must reserve to the governing board the right to reject any or all bidsonlyfor "sound documented reasons." 7.Solicit from adequate number of known suppliers. 8.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as required under 2 C.F.R. § 200.321 by posting on the State's JPS site and HUB. 9.Good Faith MBE Requirements/Affidavits must be submitted Bids must be submitted sealed and in paper form. 10.Public Bid Opening 11.Must have three (3) sealed bids submitted before opening 12.Original 5% Bid Bond (a bid that does not contain a bid bond cannot be counted toward the three (3) bid requirement) Bid Bonds may not be faxed or emailed. Bid Bonds must be original andsubmitted withtheBid. 13.Performance and Payment Bonds for 100% of contract price 14.Bidscanonlyberejectedfor "sound documented reasons" 15.Contract awarded on firm-fixed Price basis 16.Award to lowest, responsive, responsible bidder 17.Must have written contract with federal contract provisions included 18.Award by the BOCC is required (cannot be delegated) 19.If fewer than three bids are received, re-advertisement is necessary. If upon re advertisement less than three bids are received, bid(s) can be accepted and opened. 302 13 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) PROFESSIONAL SERVICES (ARCHITECTURAL AND ENGINEERING SERVICES) Less than $50,000 Shall be procured using the RFQ process or Exemption Process Procedure Under $50,000 Professional Services under $50,000, for the purchase of services subject to the qualifications- based selection process in the Mini-Brooks Act may be exempt pursuant to N.C.G.S. §143- 64.32 as long as the annual self-certification has been included in the annual Budget Ordinance. If the self-certification was not done,the micro-purchase threshold shall be $10,000. $50,000 - $350,000 Shall be procured using the state “Mini-Brooks Act" requirements (N.C.G.S. §143-64.31) Procedure $50,000 - $350,000 1.Issue a Request for Qualifications (RFQ) to solicit qualifications from qualified firms. 2.Advertisement: Solicit only-Newspaper isnotrequired. 3.Price (other than unit cost) shall not be solicited in the RFQ . 4.Take affirmative steps to solicit price quotes from M/WBE vendors and suppliers as provided for under 2 C.F.R. §200.321 by posting on the State's IPS site and HUB. 5.Evaluate the qualifications of respondents based on the evaluation criteria developedbythePurchasi ngDepartment and/or Requesting Department. 6.State licensure requirements apply. 7.Rank respondentsbased on qualifications andselectthe best qualified firm. Pricecannot bea factorinthe evaluation. 8.Preference may be given to in-state (but not local) firms. 9.Negotiate fair and reasonable compensation with the best qualified firm. If negotiations are not successful,repeat negotiations with the second-best qualified firm. 10.Award the contract to best qualified firm with whom fair and reasonable compensation has been successfully negotiated. 11.Must be a fixed price or not to exceed contract type for services. 12.Governing board approval is not required. 13.Must have written contract with federal contract provisions included. 14.Do NOT have to re-advertise if only one response is received. $350,000 and above 303 14 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) Shall be procured using the Uniform Guidance competitive proposal procedure (2 C.F.R. § 200 .320(b)(2)) Procedure $350,000+ 1.Issue a Request for Qualification s (RFQ) to solicit qualifications from qualified firms Advertisement:Solicit only -Newspaper is not required).Price (other than unit cost) shall not be solicited in the RFQ. 2.Take affirmative stepsto solicit qualifications statementsfrom M/WBEvendors and suppliers as providedforunder2C.F.R.§200.321bypostingontheState's IPSsit e andHUBsite. 3.Identify the evaluation criteria and relative importance of each criterion (the criteria weight) intheRFQ. 4.Proposals must be solicited from an adequate number of qualified sources (an individual federal grantor agency may issue guidance interpreting "adequate number"). 5.Must have a written method for conducting technical evaluations of proposals and selecting the best qualified firm. 6. Consider all responses to the publicized RFQ to the maximum extent practical. 7.Evaluate qualifications of respondents based on the evaluation criteria developed by thePurchasingDepartmentand/orRequestingDepartment 8.Rank respondents basedon qualifications and select the most qualified firm . 9.Preference may begiven to in-state (but not local) firms providedthat granting the preference leaves an appropriate number of qualified firms to compete for the contract giventhenature and sizeof the project. 10.Price cannot be a factor in the initial selection of the most qualified firm. 11.Negotiate fair and reasonable compensation with the best qualified firm. If negotiations are not successful, repeat negotiations with the second-best qualified firm. 12.State licensure requirements apply. 13.Must be a fixed price or not to exceed contract type for services. 14.Governing board approval is required (per local policy) 15.Must have written contract with federal contract provisions included Note: The RFQ process cannot be used for general consulting services or other services not defined by state law or federal law even if those services can be performed by an architecturalorengineeringfirm. EXCEPTIONS Non-competitive contracts are allowed only under the following conditions and with the written approval of the federal agency or state pass-through agency that awarded the federal funds. SOLE SOURCE A contract may be awarded without competitive bidding when the item is available from 304 15 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) only one source. The Procurement Department and/or requesting department shall document the justification for and lack of available competition for the item. Written prior approval is required by the granting agency for all sole source procurements in excessof $350,000. All sole source contracts must be approved by the BOCC when federal funding is involved unless the contract is under $30,000. PUBLIC EXIGENCY A contract maybe awardedwithout competitive biddingwhen there is a public exigency. A public exigency exists when there is an imminent or actual threat to public health, safety, and welfare, and the need for the item will not permit the delay resulting from competitive bidding.A cost analysisisstillrequired. INADEQUATE COMPETITION A contract may be awarded without competitive bidding when competition is determined to be inadequate after attempts to solicit bids from a number of sources as requiredunder thisPolicy does not result inaqualified winning bidder. AWARDING AGENCY APPROVAL A contract may be awarded without competitive bidding with the express written authorization of thefederal agency orstate pass-through agency that awarded the federal funds so long as awarding the contract without competition is consistent with state law. When hiring consultants, prior approval must be obtained from the awarding agency whose rate exceeds the consultant rate maximum limit as specified by the awardingagency. CONFLICTS OF INTEREST In addition to the prohibition against self-benefiting from a public contract under N.C.G.S. § 14-234, no officer, employee, or agent of Union County may participate directly or indirectly in the selection, award, or administration of a contract supported by a federal award if he or she has a real or apparent conflict of interest. A real or apparent conflict exists when any of the following parties has a financial or other interest in or receives a tangible personal benefit from a firm considered for award of a contract: 1. The employee, officer, or agent involved in the selection, award, or administration of a contract; 2. Any member of his or her immediate family; 3. His or her partner; or 4. An organization which employs or is about to employ any of these parties. Any officer, employee, or agent with an actual, apparent, or potential conflict of interest as defined in this Appendix shall report the conflict to his or her Department or Division Director. Any such conflict shall be disclosed in writing to the federal award agency or pass-through entity in accordance with applicable Federal awarding agency policy. 305 16 Union County, North Carolina Procurement Policy and Procedure Manual Adopted February 14, 2024 (Amended December 8, 2025) GIFTS In addition to the prohibition against accepting gifts and favors from vendors and contractors under N.C.G.S. § 133-32, officers, employees, and agents of Union County are prohibited from accepting or soliciting gifts, gratuities, favors, or anything of monetary value from contractors, suppliers, or parties to subcontracts. Items of nominal value which fall into one of the following categories may be accepted: 1. Promotional items. 2. Honorariums for participation in meetings; or Meals furnished at banquets. Any officer, employee or agent who knowingly accepts an item of nominal value allowed under this Policy shall report the item to his or her immediate supervisor. VIOLATION Employees violating Appendix A will be subject to discipline up to and including dismissal. If a contractor violates the conflict of interest or gift rules set out herein, the County may terminate any contract(s) between the County and said contractor and said contractor may not be eligible for future contract awards. 306 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-729 Agenda Date:12/8/2025 TITLE:..title Resolution - Surplus Vehicle Sale INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Interim Director, 704-283-3683 ACTION REQUESTED: Adopt a Resolution Authorizing the Sale of Personal Property. BACKGROUND: Union County currently has five (5) vehicles to be disposed of as scrap. The vehicles are County- owned units that reached the end of their useful lives and were subsequently used for training exercises, which rendered them unsuitable for re-sale through normal surplus channels. Additional vehicle information can be found on Attachment A. FINANCIAL IMPACT: Estimated revenue is $500. The revenue will be returned to the fund from which the asset came. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™307 RESOLUTION AUTHORIZING SALE OF PERSONAL PROPERTY WHEREAS, G.S. 160A-267 allows Union County to dispose of personal property by private sale upon adoption of a resolution authorizing the Procurement & Contract Management Director or his designee (the “Procurement Director”) to dispose of the property by private sale at a negotiated price; and WHEREAS, the County currently owns five (5) vehicles, identified on Attachment A hereto, which had reached the end of their usable lives and were then utilized by the County to conduct training which resulted in the vehicles not being fit for re-sale; and WHEREAS, the Procurement Director has determined that the best option for disposal of the vehicles is to sell them for scrap; NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners as follows: 1. The items of personal property included on Attachment A and incorporated herein by reference are declared surplus. 2. The Procurement Director is authorized to sell the items listed in Attachment A for scrap and to execute any and all documents necessary to transfer said property on behalf of Union County. 3. All items will be sold “as is” and “where is” with no warranty, expressed or implied. 4. No sale shall be consummated hereunder until 10 days have passed from publication of a notice summarizing this Resolution. Adopted this 8 th day of December, 2025 ATTEST: ______________________________ __________________________________ Lynn G. West, Clerk to the Board Melissa Merrell, Chair Union County Board of Commissioners 308 Attachment ATag Number Description Serial/ParcelDepartment 15-142014 Dodge Charger 2C3CDXAT8EH145863UCSO66-142014 Dodge Charger 2C3CDXAT3EH350717UCSO22-142014 Dodge Charger 2C3CDXAT9EH145855UCSON/A2002 Toyota Tundra5TBBT44122S280345TransportationN/A2019 LTV Ford E3501FDEE3FSXKDC19122Transportation309 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-706 Agenda Date:12/8/2025 TITLE:..title Banking Resolutions and Signature Cards INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: 1) Adopt Resolution and Agreement for Deposit Account for Truist in the event of personnel changes and 2) authorize the Chair & Vice Chair of the Board of Commissioners, County Manager, and appointed Finance Officer to sign the signature cards, addendums, and incumbency certificates on behalf of Union County as necessary. PRIOR BOARD ACTIONS: None. BACKGROUND: In the event of a change to the Chair or Vice Chair of the Board of County Commissioners, it will be necessary to update all banking documents. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™310 'HVLJQDWHG5HSUHVHQWDWLYHV 6LJQDWXUHV 3ULQWHG1DPH 7LWOH )25%$1.86(21/< 3UHSDUHG%\ &HQWHU 6WDWH &RUSRUDWLRQ *HQHUDO3DUWQHUVKLS *RYHUQPHQW(QWLW\ 6ROH3URSULHWRUVKLS /LPLWHG3DUWQHUVKLS /LPLWHG/LDELOLW\&RPSDQ\ 8QLQFRUSRUDWHG$VVRFLDWLRQ 1RQ3URILW&RUSRUDWLRQ 2WKHU (QWLW\1DPH 7,1 7KHXQGHUVLJQHGDFWLQJLQWKHFDSDFLW\DVFRUSRUDWHVHFUHWDU\RUFXVWRGLDQRIUHFRUGVIRUWKHDERYHQDPHG(QWLW\RUJDQL]HGDQG existing under the laws of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entralized Document Scanning Operations M/C 100-99-15-11 %DQN1XPEHU 'DWH 5HVROXWLRQIRU 'HSRVLW$FFRXQW 311 x North Carolina Beverly L. Liles Finance Director Chair, Board of Commissioners Vice-Chair, Board of Commission Union County, North Carolina 56-6000345 12/8/2025Lynn G. West Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-746 Agenda Date:12/8/2025 TITLE:..title Employees’ Bonds INFORMATION CONTACT: Mike Farrar, Security & Risk Management, Risk & Safety Program Manager, 704-283-3592 ACTION REQUESTED: Approve bond amounts for the Finance Director ($1,000,000) and the Tax Administrator ($60,000). PRIOR BOARD ACTIONS: None. BACKGROUND: The Finance Director and Tax Administrator are required by North Carolina General Statute to maintain personal bonds. Individuals are responsible for securing these personal bonds. Union County has undertaken the responsibility for placement of these bonds and paying the premiums as an inducement to attract qualified personnel. Bonds are placed by USI Insurance Services. Pursuant to NCGS 159-29, the bond for the Finance Director is $1,000,000. The bond for the Tax Administrator is $60,000. FINANCIAL IMPACT: $3,500.00 paid annually for the Finance Director. $210.00 paid annually for the Tax Administrator. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™312 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-747 Agenda Date:12/8/2025 TITLE:..title Elected Officials’ Bonds INFORMATION CONTACT: Mike Farrar, Security & Risk Management, Risk & Safety Program Manager, 704-283-3592 ACTION REQUESTED: Approve bond amount for the Register of Deeds ($25,000). PRIOR BOARD ACTIONS: None. BACKGROUND: Elected positions are required by North Carolina General Statute to maintain personal bonds while in office. Individuals are responsible for securing these personal bonds. Union County has undertaken the responsibility for placement of these bonds. Bonds are placed by USI Insurance Services. The bond for the Register of Deeds is $25,000. FINANCIAL IMPACT: $88.00 paid annually for the Register of Deeds bond. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™313 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-735 Agenda Date:12/8/2025 TITLE:..title Minutes for Approval INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Approve minutes on the Consent Agenda. PRIOR BOARD ACTIONS: None. BACKGROUND: Draft minutes have been provided to the Board for review and approval on the Consent Agenda. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™314 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-711 Agenda Date:12/8/2025 TITLE:..title Human Resources Reports for October 2025 INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: These reports include all new hires, separations from service, and retirements for Union County Local Government for the month of October 2025. FINANCIAL IMPACT: None. 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PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Water is closely monitoring the wastewater treatment capacities at our Water Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular updates. Plant flow information through October 2025 is summarized in the attached table. Twelve Mile CreekPercent of Actual Flows = 69.9% Percent of Actual + Permitted Flows = 89.0% Actual Flows (MGD) = 5.243 Actual + Permitted Obligated Flows (MGD) = 6.675 Crooked Creek Percent of Actual Flows = 59.8% Percent of Actual + Permitted Flows = 86.5% Actual Flows (MGD) = 1.137 Actual + Permitted Obligated Flows (MGD) = 1.644 Olde Sycamore Percent of Actual Flows = 26.0% Percent of Actual + Permitted Flows = 26.0% Actual Flows (MGD) = 0.039 Actual + Permitted Obligated Flows (MGD) = 0.039 Tallwood Percent of Actual Flows = 44.0% Percent of Actual + Permitted Flows = 44.0% Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™319 File #:25-712 Agenda Date:12/8/2025 Actual Flows (MGD) = 0.022 Actual + Permitted Obligated Flows (MGD) = 0.022 Grassy Branch Percent of Actual Flows = 84.0% Percent of Actual + Permitted Flows = 86.0% Actual Flows (MGD) = 0.042 Actual + Permitted Obligated Flows (MGD) = 0.043 In addition to the wastewater treatment capacities, flow volumes associated with development projects that are in the planning and review process within the Twelve Mile Creek and Crooked Creek WRF service areas are provided for information as well. Development flow volumes through October 2025 are summarized in the attached tables. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™320 Water Reclamation Facility Flows WRF Permitted Capacity (MGD) Actual Average Daily Flow1 (MGD) Percent of Actual Flow Used Actual + Permitted Obligated Flows (MGD) Percent of Permitted Flow Used Actual Rainfall (in) Twelve Mile Creek 7.5 5.243 69.9% 6.675 89.0% 2.9 Crooked Creek 1.9 1.137 59.8% 1.644 86.5% 2.5 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 2.6 Tallwood 0.05 0.022 44.0% 0.022 44.0% 2.5 Grassy Branch 0.05 0.042 84.0% 0.043 86.0% 2.9 1Based on a 12-month rolling average. Development Flows 12-Mile Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 3 0.143 Engineering Plan Review 16 0.768 Sketch Plan Review 17 0.468 Totals 36 1.379 Crooked Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 4 0.078 Engineering Plan Review 5 0.197 Sketch Plan Review 7 0.146 Totals 16 0.421 321 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-718 Agenda Date:12/8/2025 TITLE:..title Tax Collector’s Departmental Report for October 2025 INFORMATION CONTACT: Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: This report reflects the totals of all tax transactions within the Tax Collector’s Office for the month of October 2025 as required by NCGS 105-350(7). FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™322 Memorandum Tax Administration | Revenue Division 500 N. Main St., Suite 119 Monroe, NC 28112 T 704.283.3848 unioncountync.gov To:Board of County Commissioners Brian Matthews, County Manager Lynn West, Clerk to the Board From:Vann Harrell Tax Administrator Date:November 7, 2025 Re:Departmental Monthly Report The Tax Collector’s monthly/year to date collections report for the month ending October 31, 2025 is attached for your information and review. Should you desire additional information, I will provide that at your request. Attachment VH/JM 323 OCTOBER 2025PERCENTAGE FOR REGULAR TAXOCTOBER 31, 2025 REGULAR TAX 2025 2024 2023 2022 2021BEGINNING CHARGE 271,443,666.71 237,275,716.34 226,182,681.80 217,072,690.61 208,196,536.07 TAX CHARGEPUBLIC UTILITIES CHARGE 3,303,575.47 DISCOVERIES 144,033.93 NON DISCOVERIES 12,459.78 6,517.50 6,399.37 5,985.25 RELEASES (259,084.69) (26,048.30) (51.93) (44.86) TOTAL CHARGE 274,644,651.20 237,256,185.54 226,189,029.24 217,078,631.00 208,196,536.07 BEGINNING COLLECTIONS 34,489,507.86 236,984,182.99 226,074,945.73 216,998,239.36 208,144,131.72 COLLECTIONS 13,045,237.67 48,438.26 18,408.99 14,430.81 654.27 TOTAL COLLECTIONS 47,534,745.53 237,032,621.25 226,093,354.72 217,012,670.17 208,144,785.99 BALANCE OUTSTANDING 227,109,905.67 223,564.29 95,674.52 65,960.83 51,750.08 PERCENTAGE OF REGULAR 17.31% 99.91% 99.96% 99.97% 99.98%OVERALL CHARGED 274,644,651.20 237,256,185.54 226,189,029.24 217,078,631.00 208,196,536.07 OVERALL COLLECTED 47,534,745.53 237,032,621.25 226,093,354.72 217,012,670.17 208,144,785.99 OVERALL PERCENTAGE 17.31% 99.91% 99.96% 99.97% 99.98%1324 OCTOBER 2025PERCENTAGE FOR REGULAR TAXOCTOBER 31, 2025 REGULAR TAXBEGINNING CHARGETAX CHARGEPUBLIC UTILITIES CHARGEDISCOVERIESNON DISCOVERIESRELEASESTOTAL CHARGEBEGINNING COLLECTIONS COLLECTIONS TOTAL COLLECTIONSBALANCE OUTSTANDINGPERCENTAGE OF REGULAR OVERALL CHARGEDOVERALL COLLECTEDOVERALL PERCENTAGE2020 2019 2018 2017192,181,201.53 186,540,147.30 180,717,811.44 186,663,147.61 192,181,201.53 186,540,147.30 180,717,811.44 186,663,147.61 192,110,847.49 186,442,767.74 180,659,888.54 186,615,824.26 209.95 123.91 100.00 192,111,057.44 186,442,891.65 180,659,988.54 186,615,824.26 70,144.09 97,255.65 57,822.90 47,323.35 99.96% 99.95% 99.97% 99.97%192,181,201.53 186,540,147.30 180,717,811.44 186,663,147.61 192,111,057.44 186,442,891.65 180,659,988.54 186,615,824.26 99.96% 99.95% 99.97% 99.97%2325 OCTOBER 2025PERCENTAGE FOR REGULAR TAXOCTOBER 31, 2025 REGULAR TAXBEGINNING CHARGETAX CHARGEPUBLIC UTILITIES CHARGEDISCOVERIESNON DISCOVERIESRELEASESTOTAL CHARGEBEGINNING COLLECTIONS COLLECTIONS TOTAL COLLECTIONSBALANCE OUTSTANDINGPERCENTAGE OF REGULAR OVERALL CHARGEDOVERALL COLLECTEDOVERALL PERCENTAGE2016176,859,604.37 176,859,604.37 176,820,489.77 6.39 176,820,496.16 39,108.21 99.98%176,859,604.37 176,820,496.16 99.98%3326 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-723 Agenda Date:12/8/2025 TITLE:..title Tax Refunds, Releases and Prorations Approved by Finance Officer INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS 105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the county finance officer related to surrendering of registered motor vehicle plates. The finance officer shall issue a refund to the vehicle owner. The attached report is for October 2025 NCVTS releases and refunds less than $100 and prorations approved by the finance officer. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™327 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest Change001 TAX ($59.51) ($2.98)015 TAX ($20.13) ($1.01)003 TAX ($6.38) ($0.32)005 TAX ($1.42) ($0.07)004 TAX ($10.65) ($0.53)002 TAX ($136.46) ($6.82)Refund001 TAX ($5.91) $0.00500 TAX ($13.94) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($1.90) $0.00003 TAX ($0.63) $0.00005 TAX ($0.14) $0.00004 TAX ($1.05) $0.00002 TAX ($13.55) $0.00Refund001 TAX ($93.43) $0.00200 TAX ($287.66) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($10.02) $0.00005 TAX ($2.24) $0.00004 TAX ($16.72) $0.00002 TAX ($214.22) $0.00Refund001 TAX ($8.48) $0.00500 TAX ($20.01) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.72) $0.00003 TAX ($0.91) $0.00005 TAX ($0.20) $0.00004 TAX ($1.52) $0.00002 TAX ($19.45) $0.00Refund001 TAX ($7.94) $0.00500 TAX ($18.75) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.55) $0.00003 TAX ($0.85) $0.00005 TAX ($0.19) $0.00004 TAX ($1.42) $0.00002 TAX ($18.22) $0.00Refund001 TAX ($17.35) $0.00930 TAX ($3.09) $0.00016 TAX ($8.73) $0.00003 TAX ($1.64) $0.00005 TAX ($0.69) $0.00004 TAX ($6.01) $0.00002 TAX ($41.35) $0.00Refund001 TAX ($4.05) $0.00800 TAX ($0.62) $0.00026 TAX ($0.99) $0.00003 TAX ($0.43) $0.00005 TAX ($0.10) $0.00004 TAX ($0.72) $0.00002 TAX ($9.29) $0.00Refund001 TAX ($90.47) $0.00800 TAX ($28.17) $0.00026 TAX ($24.47) $0.00003 TAX ($8.53) $0.00005 TAX ($3.62) $0.00004 TAX ($31.31) $0.00002 TAX ($215.54) $0.00Refund001 TAX ($47.74) $0.00600 TAX ($54.11) $0.00019 TAX ($18.66) $0.00003 TAX ($5.11) $0.00005 TAX ($1.14) $0.00004 TAX ($8.54) $0.00002 TAX ($109.46) $0.00RefundNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total ChangeADRAH, ROBERT TETTEHADRAH, ROBERT TETTEH1208 FLAT HEADS LNWAXHAW, NC 28173Proration 0063703036 JJB9754 AUTHORIZED 940803608Refund Generated due to proration on Bill #0063703036-2024-2024-0000-00Vehicle Sold($62.49)($21.14)($6.70)($1.49)($11.18)707454390Refund Generated due to proration on Bill #0076726384-2024-2024-0000-00Vehicle Sold10/15/2025 10/16/2025WAXHAW, NC 28173Proration 0076726384 KBA6550 AUTHORIZEDABERNATHY, MICAH RYANABERNATHY, MICAH RYAN2205 MADEIRA CIRADVANCED RESIDUALS MANAGEMENT LLC1503 N ROCKY RIVER RD10/2/2025 10/3/2025($5.91)($13.94)$0.00($1.90)($0.63)($0.14)($1.05)($13.55)$37.12($143.28)$246.28($16.72)($214.22)$624.29ALLAVARU, VAMSIKRISHNA REDDYALLAVARU, VAMSIKRISHNA REDDY8000 PENMAN SPRINGS DRWAXHAW, NC 28173Proration 0075435343 KMC8164 AUTHORIZED 946652680Refund Generated due to proration on Bill #0075435343-2024-2024-0000-00($93.43)($287.66)$0.00($10.02)($2.24)828043636Refund Generated due to proration on Bill #0066921504-2024-2024-0000-00Vehicle Sold10/30/2025 10/31/2025MONROE, NC 28110Proration 0066921504 KV7832 AUTHORIZEDADVANCED RESIDUALS MANAGEMENT LLCARNOLD, STEPHEN WILLIAMARNOLD, STEPHEN WILLIAM8421 FAIRGREEN AVEVehicle Sold10/31/2025 11/3/2025($8.48)($20.01)$0.00($2.72)($0.91)($0.20)($1.52)($19.45)$53.29($0.19)($1.42)($18.22)$49.92($7.94)($18.75)$0.00($2.55)($0.85)941112000Refund Generated due to adjustment on Bill #0066774991-2024-2024-0000-00Over Assessment10/3/2025WAXHAW, NC 28173Adjustment < $1000066774991 EDW5591 PENDING($17.35)($3.09)($8.73)($1.64)($0.69)824667277Refund Generated due to proration on Bill #0086387257-2025-2025-0000-00Other Errors10/10/2025 10/14/2025INDIAN TRAIL, NC 28079Proration 0086387257 VS2698 AUTHORIZEDARTYUKH, PAVELARTYUKH, PAVEL512 SIMPSON RDVehicle Sold10/8/2025 10/9/2025($4.05)($0.62)($0.99)($0.43)($0.10)($0.72)($9.29)$16.20($6.01)($41.35)$78.86ASHER, ARI ASHER, ARIASHER, MARJOLEIN208 WATERBY WAYMATTHEWS, NC 28104Proration 0059561284 JCT9274 AUTHORIZED 824247501Refund Generated due to proration on Bill #0059561284-2024-2024-0000-00($90.47)($28.17)($24.47)($8.53)($3.62)825130005Refund Generated due to proration on Bill #0086219385-2025-2025-0000-00Vehicle Sold10/13/2025 10/14/2025WAXHAW, NC 28173Proration 0086219385 JHR8400 AUTHORIZEDBADRI, PREETI BADRI, PREETISUNDARARAJAN, KRISHNAKUMAR200 CAMPBELL CTVehicle Sold10/23/2025 10/24/2025($47.74)($54.11)($18.66)($5.11)($1.14)($8.54)($109.46)$244.76($31.31)($215.54)$402.11BALLARON, JACQUELINE ANASTASIABALLARON, JACQUELINE ANASTASIABALLARON, WILLIAM FRANCIS JR1008 BROOK VALLEY RUNMONROE, NC 28110Proration 0061237951 FFZ5630 AUTHORIZED 826751184Refund Generated due to proration on Bill #0061237951-2024-2024-0000-00Page 1 of 24328 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($6.85) $0.00500 TAX ($16.15) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.19) $0.00003 TAX ($0.73) $0.00005 TAX ($0.17) $0.00004 TAX ($1.23) $0.00002 TAX ($15.69) $0.00Refund001 TAX ($49.21) $0.00300 TAX ($102.52) $0.00300 VEHICLE FEE $0.00 $0.00022 TAX ($25.78) $0.00003 TAX ($5.28) $0.00005 TAX ($1.17) $0.00004 TAX ($8.81) $0.00002 TAX ($112.83) $0.00Refund001 TAX ($22.97) $0.00600 TAX ($26.04) $0.00023 TAX ($7.20) $0.00003 TAX ($2.46) $0.00005 TAX ($0.55) $0.00004 TAX ($4.11) $0.00002 TAX ($52.67) $0.00Refund001 TAX ($12.44) $0.00015 TAX ($4.21) $0.00003 TAX ($1.33) $0.00005 TAX ($0.29) $0.00004 TAX ($2.22) $0.00002 TAX ($28.53) $0.00Refund001 TAX ($15.91) $0.00600 TAX ($18.04) $0.00023 TAX ($4.99) $0.00003 TAX ($1.71) $0.00005 TAX ($0.38) $0.00004 TAX ($2.85) $0.00002 TAX ($36.49) $0.00Refund001 TAX ($9.60) $0.00990 TAX ($1.24) $0.00015 TAX ($3.24) $0.00003 TAX ($1.03) $0.00005 TAX ($0.23) $0.00004 TAX ($1.71) $0.00002 TAX ($22.00) $0.00Refund001 TAX ($9.94) $0.00600 TAX ($11.27) $0.00003 TAX ($1.07) $0.00005 TAX ($0.24) $0.00004 TAX ($1.78) $0.00002 TAX ($22.80) $0.00Refund001 TAX ($4.03) $0.00200 TAX ($12.43) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($0.43) $0.00005 TAX ($0.09) $0.00004 TAX ($0.72) $0.00002 TAX ($9.25) $0.00Refund001 TAX ($53.18) $0.00800 TAX ($8.14) $0.00026 TAX ($12.97) $0.00003 TAX ($5.70) $0.00005 TAX ($1.27) $0.00004 TAX ($9.52) $0.00002 TAX ($121.94) $0.00RefundBEBBER, WILLIAM MATTHEWBEBBER, WILLIAM MATTHEW612 N MAIN ST($0.17)($1.23)($15.69)$43.01($6.85)($16.15)$0.00($2.19)($0.73)945097192Refund Generated due to proration on Bill #0085695471-2024-2024-0000-00Vehicle Sold10/24/2025 10/27/2025WAXHAW, NC 28173Proration 0085695471 LJE5872 AUTHORIZEDBANWARI, RAMESH KHANCHANDBANWARI, RAMESH KHANCHAND420 KENSINGTON PARK WAY($1.17)($8.81)($112.83)$305.60($49.21)($102.52)$0.00($25.78)($5.28)944311696Refund Generated due to proration on Bill #0064655288-2024-2024-0000-00Vehicle Sold10/20/2025 10/22/2025WINGATE, NC 28174Proration 0064655288 KN8893 AUTHORIZED($22.97)($26.04)($7.20)($2.46)($0.55)825163787Refund Generated due to proration on Bill #0081643791-2024-2024-0000-00Vehicle Sold10/14/2025 10/15/2025INDIAN TRAIL, NC 28079Proration 0081643791 LAB1851 AUTHORIZEDBELK, ANNA SYDNEYBELK, ANNA SYDNEYSAVONA, JOSEPH ANTHONY3307 SOUTHERN GINGER DRVehicle Sold10/16/2025 10/17/2025($12.44)($4.21)($1.33)($0.29)($2.22)($28.53)$49.02($4.11)($52.67)$116.00BELK, RICHARD DARYL JRBELK, RICHARD DARYL JR5513 PARKWOOD SCHOOL RDWAXHAW, NC 28173Proration 0071466631 REY4265 AUTHORIZED 707621898Refund Generated due to proration on Bill #0071466631-2024-2024-0000-00($15.91)($18.04)($4.99)($1.71)($0.38)822773028Refund Generated due to proration on Bill #0084705845-2024-2024-0000-00Vehicle Totalled10/1/2025 10/2/2025INDIAN TRAIL, NC 28079Proration 0084705845 VFZ1551 AUTHORIZEDBENTKOVSKY, EUGENE HERMANBENTKOVSKY, EUGENE HERMAN8007 BLUE STREAM LNVehicle Sold10/1/2025 10/2/2025($9.60)($1.24)($3.24)($1.03)($0.23)($1.71)($22.00)$39.05($2.85)($36.49)$80.37BIBLE, DARCI ANNEBIBLE, DARCI ANNE2412 POTTER DOWNS DRWAXHAW, NC 28173Proration 0070274576 KDM7652 AUTHORIZED 822773273Refund Generated due to proration on Bill #0070274576-2024-2024-0000-00($9.94)($11.27)($1.07)($0.24)($1.78)708645228Refund Generated due to proration on Bill #0063573644-2024-2024-0000-00Vehicle Sold10/23/2025 10/24/2025MONROE, NC 28110Proration 0063573644 HW6234 AUTHORIZEDBOHLMAN, JEFFREY CHARLESBOHLMAN, JEFFREY CHARLESBOHLMAN, ANGELA MICHELLE1007 WILLIAM CLARK TRL10/16/2025 10/17/2025($4.03)($12.43)$0.00($0.43)($0.09)($0.72)($9.25)$26.95($22.80)$47.10BOTHUN, GWENDOLYN DUNIYABOTHUN, GWENDOLYN DUNIYABOTHUN, DANIEL EUGENE3205 VALLEYDALE RDMONROE, NC 28110Proration 0041153172 ECW6860 AUTHORIZED 825560722Refund Generated due to proration on Bill #0041153172-2024-2024-0000-00Vehicle Totalled($53.18)($8.14)($12.97)($5.70)($1.27)825162891Refund Generated due to proration on Bill #0067060930-2024-2024-0000-00Vehicle Totalled10/14/2025 10/15/2025WEDDINGTON, NC 28104Proration 0067060930 RDT6981 AUTHORIZEDBOWER, STEVEN ROBERTBOWER, STEVEN ROBERTBOWER, MARGIE TERRIE1049 BROMLEY DR($9.52)($121.94)$212.72Page 2 of 24329 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($6.77) $0.00600 TAX ($10.23) $0.00020 TAX ($2.78) $0.00003 TAX ($0.64) $0.00005 TAX ($0.27) $0.00004 TAX ($2.34) $0.00002 TAX ($16.12) $0.00Refund001 TAX ($6.37) $0.00017 TAX ($2.30) $0.00003 TAX ($0.68) $0.00005 TAX ($0.15) $0.00004 TAX ($1.14) $0.00002 TAX ($14.61) $0.00Refund001 TAX ($9.57) $0.00700 TAX ($12.67) $0.00023 TAX ($3.00) $0.00003 TAX ($1.02) $0.00005 TAX ($0.23) $0.00004 TAX ($1.71) $0.00002 TAX ($21.94) $0.00Refund001 TAX ($12.25) $0.00800 TAX ($1.87) $0.00026 TAX ($2.99) $0.00003 TAX ($1.31) $0.00005 TAX ($0.29) $0.00004 TAX ($2.19) $0.00002 TAX ($28.09) $0.00Refund001 TAX ($22.78) $0.00800 TAX ($3.49) $0.00026 TAX ($5.56) $0.00003 TAX ($2.44) $0.00005 TAX ($0.55) $0.00004 TAX ($4.07) $0.00002 TAX ($52.23) $0.00Refund001 TAX ($5.84) $0.00800 TAX ($1.61) $0.00003 TAX ($0.63) $0.00005 TAX ($0.14) $0.00004 TAX ($1.04) $0.00002 TAX ($13.40) $0.00Refund001 TAX ($47.48) $0.00200 TAX ($146.19) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($5.09) $0.00005 TAX ($1.13) $0.00004 TAX ($8.50) $0.00002 TAX ($108.86) $0.00Refund001 TAX ($21.09) $0.00200 TAX ($64.93) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($2.26) $0.00005 TAX ($0.50) $0.00004 TAX ($3.77) $0.00002 TAX ($48.35) $0.00Refund001 TAX ($26.66) $0.00015 TAX ($9.02) $0.00003 TAX ($2.86) $0.00005 TAX ($0.63) $0.00004 TAX ($4.77) $0.00002 TAX ($61.12) $0.00Refund001 TAX ($11.35) ($0.64)930 TAX ($1.39) ($0.08)016 TAX ($4.21) ($0.25)003 TAX ($1.22) ($0.07)005 TAX ($0.27) ($0.02)004 TAX ($2.03) ($0.12)002 TAX ($26.02) ($1.50)RefundVehicle Sold10/30/2025 10/31/2025($6.77)($10.23)($2.78)($0.64)($0.27)($2.34)($16.12)$39.15BROWN, JOYCE FICKLINGBROWN, JOYCE FICKLINGBROWN, CHARLES ALEXANDER4039 CAMROSE CROSSING LNMATTHEWS, NC 28104Proration 0009175280 YRC8116 AUTHORIZED 828043965Refund Generated due to proration on Bill #0009175280-2025-2025-0000-00($6.37)($2.30)($0.68)($0.15)($1.14)708824424Refund Generated due to proration on Bill #0007138179-2024-2024-0000-00Vehicle Sold10/24/2025 10/27/2025MARSHVILLE, NC 28103Proration 0007138179 HMH4175 AUTHORIZEDBRUAS, WANDA WYATTBRUAS, GEIR BRUAS, WANDA WYATT5801 POLK MOUNTAIN DR10/24/2025 10/27/2025($9.57)($12.67)($3.00)($1.02)($0.23)($1.71)($21.94)$50.14($14.61)$25.25BRUNT, WILLIAM ARTHURBRUNT, WILLIAM ARTHUR2409 DILWYN CTMATTHEWS, NC 28104Proration 0066982943 KAE9395 AUTHORIZED 826960701Refund Generated due to proration on Bill #0066982943-2024-2024-0000-00Vehicle Sold($12.25)($1.87)($2.99)($1.31)($0.29)826303779Refund Generated due to proration on Bill #0020312932-2024-2024-0000-00Vehicle Totalled10/21/2025 10/22/2025WAXHAW, NC 28173Proration 0020312932 PKZ9130 AUTHORIZEDBURKE, MARIA NYBERGBURKE, MARIA NYBERG5049 OXFORDSHIRE RDVehicle Totalled10/2/2025 10/3/2025($22.78)($3.49)($5.56)($2.44)($0.55)($4.07)($52.23)$91.12($2.19)($28.09)$48.99BURNS, CATHERINE YLINENBURNS, CATHERINE YLINEN116 STEEPLECHASE CIRWAXHAW, NC 28173Proration 0070747264 REA7642 AUTHORIZED 823203101Refund Generated due to proration on Bill #0070747264-2024-2024-0000-00($5.84)($1.61)($0.63)($0.14)($1.04)705602670Refund Generated due to proration on Bill #0053825220-2023-2023-0000-00Vehicle Sold10/2/2025 10/3/2025WAXHAW, NC 28173Proration 0053825220 EJX4501 AUTHORIZEDBURNS, CATHERINE YLINENBURNS, CATHERINE YLINENBURNS, JAMES CHARLES116 STEEPLECHASE CIR10/2/2025 10/3/2025($47.48)($146.19)$0.00($5.09)($1.13)($8.50)($108.86)$317.25($13.40)$22.66BURT, VINCENT DAVID LEEBURT, VINCENT DAVID LEEBURT, NICOLE RAE2552 BLUE SKY MEADOWS DRMONROE, NC 28110Proration 0083423887 JEZ8496 AUTHORIZED 823203010Refund Generated due to proration on Bill #0083423887-2024-2024-0000-00Vehicle Sold($21.09)($64.93)$0.00($2.26)($0.50)824668670Refund Generated due to proration on Bill #0070598083-2024-2024-0000-00Vehicle Sold10/10/2025 10/14/2025MONROE, NC 28110Proration 0070598083 NW6098 AUTHORIZEDCAMACHO ORTEGA, FABIOLACAMACHO ORTEGA, FABIOLA2402 HILLCREST DRVehicle Totalled10/14/2025 10/15/2025($26.66)($9.02)($2.86)($0.63)($4.77)($61.12)$105.06($3.77)($48.35)$140.90CAMPBELL, RYAN CHRISTOPHERCAMPBELL, RYAN CHRISTOPHER608 CONSTABLE DRCHESAPEAKE, VA 23322Proration 0084291094 RJE2394 AUTHORIZED 707283234Refund Generated due to proration on Bill #0084291094-2024-2024-0000-00($11.99)($1.47)($4.46)($1.29)($0.29)826303786Refund Generated due to proration on Bill #0074965744-2024-2024-0000-00Vehicle Totalled10/21/2025 10/22/2025INDIAN TRAIL, NC 28079Proration 0074965744 TLP4369 AUTHORIZEDCAMPBELL, WHITNEY JEANCAMPBELL, WHITNEY JEAN9320 INDIAN TRAIL FAIRVIEW RD($2.15)($27.52)$49.17Page 3 of 24330 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($7.95) $0.00500 TAX ($18.77) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.55) $0.00003 TAX ($0.85) $0.00005 TAX ($0.19) $0.00004 TAX ($1.42) $0.00002 TAX ($18.24) $0.00Refund001 TAX ($27.42) $0.00600 TAX ($31.08) $0.00023 TAX ($8.60) $0.00003 TAX ($2.94) $0.00005 TAX ($0.65) $0.00004 TAX ($4.91) $0.00002 TAX ($62.87) $0.00Refund001 TAX ($16.28) $0.00200 TAX ($50.12) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($1.74) $0.00005 TAX ($0.39) $0.00004 TAX ($2.92) $0.00002 TAX ($37.32) $0.00Refund001 TAX ($2.99) $0.00021 TAX ($1.24) $0.00003 TAX ($0.32) $0.00005 TAX ($0.07) $0.00004 TAX ($0.53) $0.00002 TAX ($6.85) $0.00Refund001 TAX ($5.44) $0.00022 TAX ($2.85) $0.00003 TAX ($0.59) $0.00005 TAX ($0.13) $0.00004 TAX ($0.97) $0.00002 TAX ($12.47) $0.00Refund001 TAX $0.00 $0.00600 TAX $32.38 $0.00200 TAX ($87.94) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $9.36 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($12.16) $0.00970 TAX ($1.23) $0.00026 TAX ($2.96) $0.00003 TAX ($1.30) $0.00005 TAX ($0.29) $0.00004 TAX ($2.17) $0.00002 TAX ($27.87) $0.00Refund001 TAX ($18.22) $0.00028 TAX ($5.83) $0.00003 TAX ($1.95) $0.00005 TAX ($0.43) $0.00004 TAX ($3.26) $0.00002 TAX ($41.76) $0.00Refund001 TAX ($6.67) $0.00600 TAX ($7.56) $0.00023 TAX ($2.09) $0.00003 TAX ($0.71) $0.00005 TAX ($0.16) $0.00004 TAX ($1.19) $0.00002 TAX ($15.30) $0.00RefundCANAMARE, WILLIAM HORATIOCANAMARE, WILLIAM HORATIO1817 OLD BENNINGTON DRWAXHAW, NC 28173Proration 0076829857 VCV8560 AUTHORIZED 941998616Refund Generated due to proration on Bill #0076829857-2024-2024-0000-00Vehicle Sold10/8/2025 10/9/2025($7.95)($18.77)$0.00($2.55)($0.85)($0.19)($1.42)($18.24)$49.97($27.42)($31.08)($8.60)($2.94)($0.65)824464312Refund Generated due to proration on Bill #0084636145-2024-2024-0000-00Vehicle Sold10/9/2025 10/10/2025INDIAN TRAIL, NC 28079Proration 0084636145 VFZ1526 AUTHORIZEDCASSIDY, GARY ALEXANDERCASSIDY, GARY ALEXANDER5115 ALYSHEBA DRVehicle Totalled10/28/2025 10/29/2025($16.28)($50.12)$0.00($1.74)($0.39)($2.92)($37.32)$108.77($4.91)($62.87)$138.47CASTRO SALGADO, MARLENICASTRO SALGADO, MARLENI715 CREEKRIDGE DRMONROE, NC 28110Proration 0081968570 RAF5100 AUTHORIZED 827525832Refund Generated due to proration on Bill #0081968570-2024-2024-0000-00($2.99)($1.24)($0.32)($0.07)($0.53)705234030Refund Generated due to proration on Bill #0017933704-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MONROE, NC 28110Proration 0017933704 NYZ5630 AUTHORIZEDCAUDLE, RAYMELLE WILLIACAUDLE, RAYMELLE WILLIA CAUDLE, HENRY DICKSON 2929 BERT WILLIAMS RDCHARLY'S CONSTRUCTION COMPANY LLCCHARLY'S CONSTRUCTION COMPANY LLC4305 OLD MONROE RDSUITE 110/31/2025 11/3/2025($5.44)($2.85)($0.59)($0.13)($0.97)($12.47)$22.45($6.85)$12.00CHANEY, ANNE RUSSELLCHANEY, ANNE RUSSELL2817 OLD MONROE MARSHVILLE RDWINGATE, NC 28174Proration 0053375978 TCP1876 AUTHORIZED 709988502Refund Generated due to proration on Bill #0053375978-2024-2024-0000-00Vehicle Sold$0.00$0.00$0.00$0.00$76.20$0.00$32.38($87.94)($30.00)$9.361058750154Refund Generated due to adjustment on Bill #0081940084-2024-2024-0000Situs error 10/3/2025MONROE, NC 28110Adjustment < $1000081940084 LHA2812 PENDING($12.16)($1.23)($2.96)($1.30)($0.29)826303849Refund Generated due to proration on Bill #0077302104-2024-2024-0000-00Vehicle Sold10/21/2025 10/22/2025WAXHAW, NC 28173Proration 0077302104 VAN5439 AUTHORIZEDCHESTER, JOHN AUBREYCHESTER, JOHN AUBREY515 CONAWAY CTVehicle Sold10/17/2025 10/20/2025($18.22)($5.83)($1.95)($0.43)($3.26)($41.76)$71.45($2.17)($27.87)$47.98CHESTNUT, DONALD EDWARDCHESTNUT, DONALD EDWARD4308 OLDSTONE FOREST DRWAXHAW, NC 28173Proration 0077919505 3702VA AUTHORIZED 707809122Refund Generated due to proration on Bill #0077919505-2024-2024-0000-00($6.67)($7.56)($2.09)($0.71)($0.16)825130838Refund Generated due to proration on Bill #0026532079-2024-2024-0000-00Vehicle Sold10/13/2025 10/14/2025INDIAN TRAIL, NC 28079Proration 0026532079 CLD7415 AUTHORIZEDCHILCOTE, RUSSELL STEPHENCHILCOTE, RUSSELL STEPHEN4713 GRANITE CT($1.19)($15.30)$33.68Page 4 of 24331 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($11.87) $0.00019 TAX ($4.64) $0.00003 TAX ($1.27) $0.00005 TAX ($0.29) $0.00004 TAX ($2.13) $0.00002 TAX ($27.22) $0.00Refund001 TAX ($16.37) $0.00970 TAX ($1.66) $0.00020 TAX ($5.37) $0.00003 TAX ($1.76) $0.00005 TAX ($0.39) $0.00004 TAX ($2.93) $0.00002 TAX ($37.54) $0.00Refund001 TAX ($31.02) $0.00019 TAX ($12.13) $0.00003 TAX ($3.32) $0.00005 TAX ($0.74) $0.00004 TAX ($5.55) $0.00002 TAX ($71.13) $0.00Refund001 TAX $0.00 $0.00200 TAX ($6.23) $0.00200 VEHICLE FEE ($30.00) $0.00029 TAX $0.46 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($1.38) $0.00980 TAX ($0.17) $0.00021 TAX ($0.57) $0.00003 TAX ($0.15) $0.00005 TAX ($0.03) $0.00004 TAX ($0.24) $0.00002 TAX ($3.17) $0.00Refund001 TAX ($32.24) $0.00015 TAX ($10.90) $0.00003 TAX ($3.46) $0.00005 TAX ($0.77) $0.00004 TAX ($5.77) $0.00002 TAX ($73.92) $0.00Refund001 TAX ($21.78) $0.00800 TAX ($3.34) $0.00026 TAX ($5.31) $0.00003 TAX ($2.34) $0.00005 TAX ($0.52) $0.00004 TAX ($3.90) $0.00002 TAX ($49.94) $0.00Refund001 TAX ($44.22) $0.00200 TAX ($136.15) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($4.74) $0.00005 TAX ($1.05) $0.00004 TAX ($7.91) $0.00002 TAX ($101.39) $0.00Refund001 TAX ($0.34) $0.00900 TAX ($0.44) $0.00023 TAX ($0.11) $0.00003 TAX ($0.04) $0.00005 TAX ($0.01) $0.00004 TAX ($0.06) $0.00002 TAX ($0.78) $0.00Refund001 TAX ($0.34) $0.00900 TAX ($0.44) $0.00023 TAX ($0.11) $0.00003 TAX ($0.04) $0.00005 TAX ($0.01) $0.00004 TAX ($0.06) $0.00002 TAX ($0.78) $0.00RefundInsurance Lapse10/14/2025 10/15/2025($11.87)($4.64)($1.27)($0.29)($2.13)($27.22)$47.42COHN, RACHEL MIKAYLACOHN, RACHEL MIKAYLA305 CARTER RDMONROE, NC 28110Proration 0060944473 FFV7379 AUTHORIZED 707282322Refund Generated due to proration on Bill #0060944473-2024-2024-0000-00($16.37)($1.66)($5.37)($1.76)($0.39)824017754Refund Generated due to proration on Bill #0058956016-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025INDIAN TRAIL, NC 28079Proration 0058956016 R0XZSF AUTHORIZEDCOLEMAN, STEPHANIE MARKOFSKICOLEMAN, STEPHANIE MARKOFSKI705 RIDING CROP CTCOUICK, BETTY GAMBLECOUICK, BETTY GAMBLE3115 LITTLE TOM STARNES RVehicle Sold10/27/2025 10/28/2025($31.02)($12.13)($3.32)($0.74)($5.55)($71.13)$123.89($2.93)($37.54)$66.02COMBS, GRETCHEN LEECOMBS, GRETCHEN LEE4547 KINGS CTHICKORY, NC 28602Proration 0081640660 LBS2257 AUTHORIZED 709274382Refund Generated due to proration on Bill #0081640660-2024-2024-0000-00$0.00$0.00$0.00$35.77$0.00($6.23)($30.00)$0.46$0.00946652440Refund Generated due to adjustment on Bill #0082442984-2024-2024-0000Situs error 10/31/2025MONROE, NC 28112Adjustment < $1000082442984 VEW4665 PENDING($1.38)($0.17)($0.57)($0.15)($0.03)824667508Refund Generated due to proration on Bill #0016581775-2024-2024-0000-00Vehicle Sold10/10/2025 10/14/2025MONROE, NC 28110Proration 0016581775 RWJ2510 AUTHORIZEDCRUMP, STEVEN ALLENCRUMP, STEVEN ALLENCRUMP, ANGELA CHANEY615 STATION DRVehicle Sold10/15/2025 10/16/2025($32.24)($10.90)($3.46)($0.77)($5.77)($73.92)$127.06($0.24)($3.17)$5.71DAWSON, MARGARET KDAWSON, MARGARET KLIPCSEY, THOMAS JOHN2103 HARVEST TIME LNWAXHAW, NC 28173Proration 0082811508 LFH4795 AUTHORIZED 707453910Refund Generated due to proration on Bill #0082811508-2024-2024-0000-00($21.78)($3.34)($5.31)($2.34)($0.52)827793106Refund Generated due to proration on Bill #0080736202-2024-2024-0000-00Vehicle Sold10/29/2025 10/30/2025WEDDINGTON, NC 28104Proration 0080736202 TL2999 AUTHORIZEDDECKER, RICHARD NORMANDECKER, RICHARD NORMAN5032 CAMBRIDGE OAKS DRVehicle Sold10/8/2025 10/9/2025($44.22)($136.15)$0.00($4.74)($1.05)($7.91)($101.39)$295.46($3.90)($49.94)$87.13DENTON, GREGORY SCOTTDENTON, GREGORY SCOTTDENTON, REGINA ADAMS4024 CINDI LNWINTERVILLE, NC 28590Proration 0081600174 THD2492 AUTHORIZED 824246640Refund Generated due to proration on Bill #0081600174-2024-2024-0000-00($0.34)($0.44)($0.11)($0.04)($0.01)827486436Refund Generated due to proration on Bill #0031030322-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025INDIAN TRAIL, NC 28079Proration 0031030322 PBY5910 AUTHORIZEDDETOMASO, MARKDETOMASO, MARK3608 BESSANT STVehicle Sold10/27/2025 10/28/2025($0.34)($0.44)($0.11)($0.04)($0.01)($0.06)($0.78)$1.78($0.06)($0.78)$1.78DETOMASO, MARKDETOMASO, MARK3608 BESSANT STINDIAN TRAIL, NC 28079Proration 0031030384 PBY5911 AUTHORIZED 827486450Refund Generated due to proration on Bill #0031030384-2024-2024-0000-00Page 5 of 24332 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($10.07) $0.00200 TAX ($30.99) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($1.08) $0.00005 TAX ($0.24) $0.00004 TAX ($1.80) $0.00002 TAX ($23.07) $0.00Refund001 TAX $0.00 $0.00600 TAX $6.38 $0.00200 TAX ($17.34) $0.00200 VEHICLE FEE ($30.00) $0.00023 TAX $1.77 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($2.63) $0.00027 TAX ($1.06) $0.00003 TAX ($0.28) $0.00005 TAX ($0.06) $0.00004 TAX ($0.47) $0.00002 TAX ($6.04) $0.00Refund001 TAX ($42.54) $0.00200 TAX ($166.53) $0.00200 VEHICLE FEE ($30.00) $0.00003 TAX ($4.01) $0.00005 TAX ($1.70) $0.00004 TAX ($14.72) $0.00002 TAX ($101.35) $0.00Refund001 TAX ($15.15) $0.00026 TAX ($3.69) $0.00003 TAX ($1.62) $0.00005 TAX ($0.36) $0.00004 TAX ($2.71) $0.00002 TAX ($34.73) $0.00Refund001 TAX ($5.18) $0.00600 TAX ($5.87) $0.00020 TAX ($1.70) $0.00003 TAX ($0.55) $0.00005 TAX ($0.12) $0.00004 TAX ($0.93) $0.00002 TAX ($11.88) $0.00Refund001 TAX ($10.47) $0.00029 TAX ($2.38) $0.00003 TAX ($1.13) $0.00005 TAX ($0.25) $0.00004 TAX ($1.87) $0.00002 TAX ($24.01) $0.00Refund001 TAX $0.00 $0.00200 TAX ($38.84) $0.00200 VEHICLE FEE ($30.00) $0.00028 TAX $4.04 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00200 TAX ($9.70) $0.00200 VEHICLE FEE ($30.00) $0.00028 TAX $1.01 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00RefundDLS TRIM & HARWOOD FLOORSLLCDLS TRIM & HARWOOD FLOORSLLC1111 TREGO LNINDIAN TRAIL, NC 28079Adjustment < $1000082515044 JAH6142 PENDING 1064627415Refund Generated due to adjustment on Bill #0082515044-2024-2024-0000($10.07)($30.99)$0.00($1.08)($0.24)823204564Refund Generated due to proration on Bill #0062202701-2024-2024-0000-00Vehicle Sold10/2/2025 10/3/2025MONROE, NC 28110Proration 0062202701 DBE4208 AUTHORIZEDDINSMORE, PETER JOHNDINSMORE, PETER JOHN3119 COUNTRY VILLA DRSitus error10/30/2025$0.00$6.38($17.34)($30.00)$1.77$0.00$0.00$0.00$0.00$39.19($1.80)($23.07)$67.25($2.63)($1.06)($0.28)($0.06)($0.47)707283408Refund Generated due to proration on Bill #0048588951-2024-2024-0000-00Vehicle Sold10/14/2025 10/15/2025MONROE, NC 28110Proration 0048588951 JH9778 AUTHORIZEDDOCKERY, KEITH JACKDOCKERY, KEITH JACK7805 HAIGLER GIN RD10/9/2025 10/10/2025($42.54)($166.53)($30.00)($4.01)($1.70)($14.72)($101.35)$360.85($6.04)$10.54DORI, GOITOM TESFAGEBREILDORI, GOITOM TESFAGEBREIL1013 BUTTERBURR DRMATTHEWS, NC 28104Proration 0087625598 LLT1486 AUTHORIZED 824462674Refund Generated due to proration on Bill #0087625598-2025-2025-0000-00Other ErrorsEKWONU, TABUGBO JOHNEKWONU, TABUGBO JOHNEKWONU, NWAMAKA NONYELUMPO BOX 1280MATTHEWS, NC 28106Proration 0049183394 PLC9167 AUTHORIZED 822773504Refund Generated due to proration on Bill #0049183394-2024-2024-0000-00Vehicle Sold($15.15)($3.69)($1.62)($0.36)($2.71)705834750Refund Generated due to proration on Bill #0064703429-2024-2024-0000-00Vehicle Totalled10/3/2025 10/8/2025WAXHAW, NC 28173Proration 0064703429 RCR3555 AUTHORIZEDDRAKE, PAULA KOHSDRAKE, PAULA KOHS1105 HANSLER LNFERGUSON, JORDAN RANDALFERGUSON, JENNIFER MARIE216 W SANDY RIDGE RD10/1/2025 10/2/2025($5.18)($5.87)($1.70)($0.55)($0.12)($0.93)($11.88)$26.23($34.73)$58.26($24.01)$40.11Situs error 10/31/2025FIALA, SAMUEL JAMESFIALA, SAMUEL JAMESPO BOX 248WAXHAW, NC 28173Adjustment < $1000082606423 LHP1415 PENDING 946653616Refund Generated due to adjustment on Bill #0082606423-2024-2024-0000Situs error($10.47)($2.38)($1.13)($0.25)($1.87)705234054Refund Generated due to proration on Bill #0046166823-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MONROE, NC 28112Proration 0046166823 BW4776 AUTHORIZEDFERGUSON, JORDAN RANDAL10/31/2025$0.00($38.84)($30.00)$4.04$0.00$0.00$0.00$0.00$64.80$0.00$0.00$0.00$38.69$0.00($9.70)($30.00)$1.01$0.00WAXHAW, NC 28173Adjustment < $1000082607059 9J3579 PENDINGFIALA, SAMUEL JAMESFIALA, SAMUEL JAMESPO BOX 248946653624Refund Generated due to adjustment on Bill #0082607059-2024-2024-0000Page 6 of 24333 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($4.05) $0.00600 TAX ($4.59) $0.00019 TAX ($1.58) $0.00003 TAX ($0.43) $0.00005 TAX ($0.10) $0.00004 TAX ($0.73) $0.00002 TAX ($9.29) $0.00Refund001 TAX ($37.82) $0.00025 TAX ($11.63) $0.00003 TAX ($4.06) $0.00005 TAX ($0.90) $0.00004 TAX ($6.77) $0.00002 TAX ($86.72) $0.00Refund001 TAX ($1.97) $0.00800 TAX ($0.30) $0.00026 TAX ($0.48) $0.00003 TAX ($0.21) $0.00005 TAX ($0.05) $0.00004 TAX ($0.35) $0.00002 TAX ($4.52) $0.00Refund001 TAX ($45.11) ($2.23)500 TAX ($106.43) ($5.33)500 VEHICLE FEE $0.00 $0.00028 TAX ($14.46) ($0.73)003 TAX ($4.84) ($0.24)005 TAX ($1.08) ($0.06)004 TAX ($8.07) ($0.41)002 TAX ($103.45) ($5.18)Refund001 TAX $0.00 $0.00200 TAX ($19.85) $0.00200 VEHICLE FEE ($30.00) $0.00015 TAX $2.18 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($7.24) $0.00800 TAX ($1.11) $0.00026 TAX ($1.76) $0.00003 TAX ($0.78) $0.00005 TAX ($0.17) $0.00004 TAX ($1.29) $0.00002 TAX ($16.60) $0.00Refund001 TAX ($8.38) $0.00500 TAX ($19.78) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.68) $0.00003 TAX ($0.90) $0.00005 TAX ($0.20) $0.00004 TAX ($1.50) $0.00002 TAX ($19.22) $0.00Refund001 TAX $0.00 $0.00990 TAX $1.64 $0.00200 TAX ($39.35) $0.00200 VEHICLE FEE ($30.00) $0.00015 TAX $4.32 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($14.93) $0.00600 TAX ($16.93) $0.00023 TAX ($4.68) $0.00003 TAX ($1.60) $0.00005 TAX ($0.36) $0.00004 TAX ($2.67) $0.00002 TAX ($34.24) $0.00RefundFLOWE, JAMES ROBERSONFLOWE, JAMES ROBERSON6337 BIG HORN LNWAXHAW, NC 28173Proration 0082825339 RKE1421 AUTHORIZED 705234186Refund Generated due to proration on Bill #0082825339-2024-2024-0000-00($4.05)($4.59)($1.58)($0.43)($0.10)822773154Refund Generated due to proration on Bill #0082665472-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MONROE, NC 28110Proration 0082665472 DHF3492 AUTHORIZEDFLACK, JAMES DOUGLASFLACK, JAMES DOUGLAS1003 BROOK VALLEY RUNFORSYTH, WILLIAM JAMESFORSYTH, WILLIAM JAMES121 CARI LNVehicle Sold10/1/2025 10/2/2025($37.82)($11.63)($4.06)($0.90)($6.77)($86.72)$147.90($0.73)($9.29)$20.77($0.35)($4.52)$7.88941997752Refund Generated due to proration on Bill #0071494444-2024-2024-0000-00($1.97)($0.30)($0.48)($0.21)($0.05)824669125Refund Generated due to proration on Bill #0047646557-2024-2024-0000-00Vehicle Sold10/10/2025 10/14/2025MATTHEWS, NC 28104Proration 0047646557 RYC6853 AUTHORIZED($1.29)($16.60)$28.95GADDY, LYNSEY CASSGADDY, LYNSEY CASS620 EDGEHILL DRW RDVehicle Sold10/8/2025 10/9/2025($47.34)($111.76)$0.00($15.19)($5.08)($1.14)($8.48)($108.63)$297.62FOUCH, CHRISTOPHER BERNARDFOUCH, CHRISTOPHER BERNARD1019 HUDSON MILL DRWAXHAW, NC 28173Proration 0071494444 KEW6465 AUTHORIZED$0.00$0.00$0.00$47.67$0.00($19.85)($30.00)$2.18$0.00941111336Refund Generated due to adjustment on Bill #0082195790-2024-2024-0000Situs error 10/3/2025MONROE, NC 28110Adjustment < $1000082195790 LFM2592 PENDINGGIONIS, DEMETRE KERRYGIONIS, DEMETRE KERRYGIONIS, ELIZABETH BROADWAY3908 BERNER CTWAXHAW, NC 28173Proration 0059908733 HJW9765 AUTHORIZED 945697664Refund Generated due to proration on Bill #0059908733-2024-2024-0000-00($7.24)($1.11)($1.76)($0.78)($0.17)824246647Refund Generated due to proration on Bill #0079948890-2024-2024-0000-00Vehicle Sold10/8/2025 10/9/2025WAXHAW, NC 28173Proration 0079948890 KMZ4430 AUTHORIZEDGAO, XIAOJIE GAO, XIAOJIE 726 SKYTOP RDGODFREY, ALISA DAWNGODFREY, ALISA DAWN4100 WESTERN UNION SCHLRDVehicle Sold10/27/2025 10/28/2025($8.38)($19.78)$0.00($2.68)($0.90)($0.20)($1.50)($19.22)$52.66$0.00$0.00$0.00$0.00$63.39$0.00$1.64($39.35)($30.00)$4.321058406111Refund Generated due to adjustment on Bill #0081951411-2024-2024-0000Situs error 10/2/2025WAXHAW, NC 28173Adjustment < $1000081951411 VEW4943 PENDING($14.93)($16.93)($4.68)($1.60)($0.36)826537614Refund Generated due to proration on Bill #0076413018-2024-2024-0000-00Vehicle Sold10/22/2025 10/23/2025INDIAN TRAIL, NC 28079Proration 0076413018 KMR1860 AUTHORIZEDGOMEZ-GARCIA, PEDROGOMEZ-GARCIA, PEDRO1615 COTTAGE CREEK RD($2.67)($34.24)$75.41Page 7 of 24334 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($94.70) $0.00026 TAX ($23.10) $0.00003 TAX ($10.15) $0.00005 TAX ($2.26) $0.00004 TAX ($16.95) $0.00002 TAX ($217.15) $0.00Refund001 TAX ($40.93) $0.00026 TAX ($9.98) $0.00003 TAX ($4.39) $0.00005 TAX ($0.97) $0.00004 TAX ($7.32) $0.00002 TAX ($93.86) $0.00Refund001 TAX $0.00 $0.00990 TAX $0.26 $0.00200 TAX ($6.28) $0.00200 VEHICLE FEE ($30.00) $0.00015 TAX $0.69 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($10.82) $0.00990 TAX ($1.69) $0.00015 TAX ($4.56) $0.00003 TAX ($1.02) $0.00005 TAX ($0.43) $0.00004 TAX ($3.74) $0.00002 TAX ($25.78) $0.00Refund001 TAX ($33.71) $0.00015 TAX ($11.40) $0.00003 TAX ($3.62) $0.00005 TAX ($0.80) $0.00004 TAX ($6.03) $0.00002 TAX ($77.29) $0.00Refund001 TAX ($9.31) $0.00101 TAX ($3.42) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($2.14) $0.00003 TAX ($1.00) $0.00005 TAX ($0.22) $0.00004 TAX ($1.66) $0.00002 TAX ($21.35) $0.00Refund001 TAX $0.00 $0.00400 TAX $13.70 $0.00200 TAX ($12.51) $0.00200 VEHICLE FEE ($30.00) $0.00018 TAX $1.83 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($17.10) $0.00980 TAX ($2.10) $0.00021 TAX ($7.09) $0.00003 TAX ($1.83) $0.00005 TAX ($0.41) $0.00004 TAX ($3.06) $0.00002 TAX ($39.22) $0.00Refund001 TAX ($6.66) $0.00017 TAX ($2.40) $0.00003 TAX ($0.71) $0.00005 TAX ($0.16) $0.00004 TAX ($1.19) $0.00002 TAX ($15.26) $0.00RefundVehicle Sold10/7/2025 10/8/2025($94.70)($23.10)($10.15)($2.26)($16.95)($217.15)$364.31GREENE, ADAM MATTHEWGREENE, ADAM MATTHEW1106 LOOKOUT CIRWAXHAW, NC 28173Proration 0083083684 LEV4750 AUTHORIZED 706299276Refund Generated due to proration on Bill #0083083684-2024-2024-0000-00($40.93)($9.98)($4.39)($0.97)($7.32)709990356Refund Generated due to proration on Bill #0072396174-2024-2024-0000-00Vehicle Sold10/31/2025 11/3/2025WAXHAW, NC 28173Proration 0072396174 LHY2021 AUTHORIZEDGUZINSKI, MAXWELL IANGUZINSKI, MAXWELL IAN2620 WAXHAW MARVIN RD10/2/2025$0.00$0.26($6.28)($30.00)$0.69$0.00$0.00$0.00$0.00$35.33($93.86)$157.45HAIDAR, JIHAD ABOUHAIDAR, JIHAD ABOU3208 GREEN MEADOW WAYMONROE, NC 28110Adjustment < $1000081973501 PMX5211 PENDING 1058406066Refund Generated due to adjustment on Bill #0081973501-2024-2024-0000Situs error($10.82)($1.69)($4.56)($1.02)($0.43)826271859Refund Generated due to proration on Bill #0087121493-2025-2025-0000-00Vehicle Sold10/20/2025 10/21/2025WAXHAW, NC 28173Proration 0087121493 CR87796 AUTHORIZEDHALE, MERRIDETH MOOREHALE, MERRIDETH MOORE2205 WINDING OAKS TRLVehicle Sold10/27/2025 10/28/2025($33.71)($11.40)($3.62)($0.80)($6.03)($77.29)$132.85($3.74)($25.78)$48.04HAMILTON, JOHN JOSEPH JRHAMILTON, JOHN JOSEPH JR1321 MALLORY LNWAXHAW, NC 28173Proration 0084459392 RJM2654 AUTHORIZED 709274424Refund Generated due to proration on Bill #0084459392-2024-2024-0000-00HARVEY, KEISHA MARIEHARVEY, KEISHA MARIE511 S WHITE ST A($0.22)($1.66)($21.35)$39.10($9.31)($3.42)$0.00($2.14)($1.00)940312088Refund Generated due to proration on Bill #0074360051-2023-2023-0000-00Vehicle Sold10/1/2025 10/2/2025WAXHAW, NC 28173Proration 0074360051 FMN8760 AUTHORIZEDHARRIS, CHRISTIE MCGEEHARRIS, CHRISTIE MCGEE124 TURKEY HUNT CT$0.00$0.00$0.00$0.00$26.98$0.00$13.70($12.51)($30.00)$1.831058750217Refund Generated due to adjustment on Bill #0082337654-2024-2024-0000Situs error 10/3/2025MARSHVILLE, NC 28103Adjustment < $1000082337654 RJY3662 PENDING($17.10)($2.10)($7.09)($1.83)($0.41)822773616Refund Generated due to proration on Bill #0075564862-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MONROE, NC 28110Proration 0075564862 TMR3133 AUTHORIZEDHELMS, CASEY DALEHELMS, CASEY DALE5718 RUSHING BENTON RDVehicle Sold10/8/2025 10/9/2025($6.66)($2.40)($0.71)($0.16)($1.19)($15.26)$26.38($3.06)($39.22)$70.81HENDERSON, SEAN GARRIENHENDERSON, SEAN GARRIEN6119 RA AUSTIN RDMARSHVILLE, NC 28103Proration 0081785790 KKR7990 AUTHORIZED 706498350Refund Generated due to proration on Bill #0081785790-2024-2024-0000-00Page 8 of 24335 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($7.28) $0.00800 TAX ($1.11) $0.00026 TAX ($1.77) $0.00003 TAX ($0.78) $0.00005 TAX ($0.17) $0.00004 TAX ($1.30) $0.00002 TAX ($16.69) $0.00Refund001 TAX ($53.47) $0.00200 TAX ($164.62) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($5.73) $0.00005 TAX ($1.27) $0.00004 TAX ($9.57) $0.00002 TAX ($122.59) $0.00Refund001 TAX ($3.00) $0.00600 TAX ($3.40) $0.00003 TAX ($0.32) $0.00005 TAX ($0.07) $0.00004 TAX ($0.54) $0.00002 TAX ($6.88) $0.00Refund001 TAX ($80.61) $0.00101 TAX ($39.51) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($19.66) $0.00003 TAX ($8.65) $0.00005 TAX ($1.93) $0.00004 TAX ($14.42) $0.00002 TAX ($184.83) $0.00Refund001 TAX ($0.33) $0.00026 TAX ($0.08) $0.00003 TAX ($0.03) $0.00005 TAX ($0.01) $0.00004 TAX ($0.06) $0.00002 TAX ($0.75) $0.00Refund001 TAX ($2.64) $0.00600 TAX ($3.99) $0.00023 TAX ($1.01) $0.00003 TAX ($0.25) $0.00005 TAX ($0.10) $0.00004 TAX ($0.92) $0.00002 TAX ($6.29) $0.00Refund001 TAX $0.00 $0.01200 TAX ($54.17) ($2.71)200 VEHICLE FEE ($30.00) $0.00026 TAX $4.29 $0.21003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 ($0.01)Refund001 TAX $0.00 $0.00200 TAX ($26.18) $0.00200 VEHICLE FEE ($30.00) $0.00028 TAX $2.72 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($15.92) $0.00017 TAX ($10.10) $0.00003 TAX ($1.50) $0.00005 TAX ($0.64) $0.00004 TAX ($5.51) $0.00002 TAX ($37.92) $0.00Refund($7.28)($1.11)($1.77)($0.78)($0.17)826751065Refund Generated due to proration on Bill #0081630836-2024-2024-0000-00Vehicle Sold10/23/2025 10/24/2025MATTHEWS, NC 28104Proration 0081630836 LAY2942 AUTHORIZEDHENNINGS, ANTHONY MICHAELHENNINGS, ANTHONY MICHAEL817 PINE VALLEY CTVehicle Totalled10/27/2025 10/28/2025($53.47)($164.62)$0.00($5.73)($1.27)($9.57)($122.59)$357.25($1.30)($16.69)$29.10HOLLEMAN, DAVID SHERRILLHOLLEMAN, DAVID SHERRILL2519 FOWLER SECREST RDMONROE, NC 28110Proration 0076737077 CLV2122 AUTHORIZED 827486415Refund Generated due to proration on Bill #0076737077-2024-2024-0000-00($3.00)($3.40)($0.32)($0.07)($0.54)705233424Refund Generated due to proration on Bill #0075633436-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MATTHEWS, NC 28104Proration 0075633436 LAH1921 AUTHORIZEDHORNBERGER, DARRICK ALLENHORNBERGER, DARRICK ALLEN3005 CAMROSE CROSSING LN10/16/2025 10/17/2025($80.61)($39.51)$0.00($19.66)($8.65)($1.93)($14.42)($184.83)$349.61($6.88)$14.21HOU, JINNI HOU, JINNI ZHANG, YUE501 RUNNING HORSE LNWAXHAW, NC 28173Proration 0078722165 LAN9320 AUTHORIZED 943495632Refund Generated due to proration on Bill #0078722165-2024-2024-0000-00Vehicle Sold($0.33)($0.08)($0.03)($0.01)($0.06)706683354Refund Generated due to proration on Bill #0017955684-2024-2024-0000-00Vehicle Sold10/9/2025 10/10/2025WAXAW, NC 28173Proration 0017955684 CD43172 AUTHORIZEDHUNEYCUTT, JOHN FRANKLINHUNEYCUTT, JOHN FRANKLIN 9927 STACY HOWIE RD10/23/2025($2.64)($3.99)($1.01)($0.25)($0.10)($0.92)($6.29)$15.20($0.75)$1.26IBRAGIMOVA, LEILAIBRAGIMOVA, LEILA240 BRIANA MARIE WAYINDIAN TRAIL, NC 28079Adjustment < $1000087401143 J0Y3AQ PENDING 826751079Refund Generated due to adjustment on Bill #0087401143-2025-2025-0000-00Over AssessmentINUWA, KIMBERLY OCTAVIAINUWA, KIMBERLY OCTAVIAPO BOX 566$0.00$0.00($0.01)$82.38$0.01($56.88)($30.00)$4.50$0.00946654120Refund Generated due to adjustment on Bill #0087854340-2024-2024-0000Situs error 10/31/2025WAXHAW, NC 28173Adjustment < $1000087854340 LVMYGRLZ PENDINGIMHOF, PETER MATTHEWIMHOF, PETER MATTHEWIMHOF, LANA DEEN8509 PRIORY CT$0.00$0.00$0.00$53.46$0.00($26.18)($30.00)$2.72$0.00941111456Refund Generated due to adjustment on Bill #0082208488-2024-2024-0000Situs error 10/3/2025LANCASTER, SC 29721Adjustment < $1000082208488 VEW4976 PENDING($15.92)($10.10)($1.50)($0.64)($5.51)706299354Refund Generated due to adjustment on Bill #0087591039-2025-2025-0000-00Over Assessment10/7/2025MARSHVILLE, NC 28103Adjustment < $1000087591039 CS20658 PENDINGJACKSON, ANTHONY SCOTTJACKSON, ANTHONY SCOTT6011 RA AUSTIN RD($37.92)$71.59Page 9 of 24336 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($21.05) $0.00101 TAX ($10.32) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($5.13) $0.00003 TAX ($2.26) $0.00005 TAX ($0.50) $0.00004 TAX ($3.76) $0.00002 TAX ($48.27) $0.00Refund001 TAX ($4.10) $0.00970 TAX ($0.41) $0.00019 TAX ($1.60) $0.00003 TAX ($0.44) $0.00005 TAX ($0.10) $0.00004 TAX ($0.73) $0.00002 TAX ($9.40) $0.00Refund001 TAX ($9.28) $0.00022 TAX ($4.86) $0.00003 TAX ($0.99) $0.00005 TAX ($0.22) $0.00004 TAX ($1.66) $0.00002 TAX ($21.27) $0.00Refund001 TAX ($4.02) $0.00101 TAX ($1.97) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($0.98) $0.00003 TAX ($0.43) $0.00005 TAX ($0.09) $0.00004 TAX ($0.72) $0.00002 TAX ($9.22) $0.00Refund001 TAX $0.00 $0.00600 TAX $12.89 $0.00200 TAX ($33.35) $0.00200 VEHICLE FEE ($30.00) $0.00026 TAX $2.30 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.01600 TAX $2.45 $0.12200 TAX ($6.34) ($0.32)200 VEHICLE FEE ($30.00) $0.00026 TAX $0.44 $0.02003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($2.82) $0.00101 TAX ($1.41) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($0.76) $0.00003 TAX ($0.26) $0.00005 TAX ($0.11) $0.00004 TAX ($0.97) $0.00002 TAX ($6.72) $0.00Refund001 TAX ($20.00) $0.00023 TAX ($6.28) $0.00003 TAX ($2.14) $0.00005 TAX ($0.48) $0.00004 TAX ($3.58) $0.00002 TAX ($45.85) $0.00Refund10/17/2025($21.05)($10.32)$0.00($5.13)($2.26)($0.50)($3.76)($48.27)$91.29JONES, DENNIS JJONES, DENNIS J1800 FAIRBURNE CTWAXHAW, NC 28173Adjustment < $1000085322267 66ELD0 PENDING 943745352Refund Generated due to adjustment on Bill #0085322267-2024-2024-0000-00Exempt Property($4.10)($0.41)($1.60)($0.44)($0.10)824016200Refund Generated due to proration on Bill #0083295785-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025MONROE, NC 28110Proration 0083295785 LCC2432 AUTHORIZEDKINARD, JOEL DRAYTONKINARD, JOEL DRAYTON205 AIRPORT RDVehicle Sold10/3/2025 10/8/2025($9.28)($4.86)($0.99)($0.22)($1.66)($21.27)$38.28($0.73)($9.40)$16.78KNIGHT, SANDRA BLACKKNIGHT, SANDRA BLACKPO BOX 266MARSHVILLE, NC 28103Proration 0070907985 KDM9708 AUTHORIZED 705834738Refund Generated due to proration on Bill #0070907985-2024-2024-0000-00KORIN, EMAD MANSOR-MKORIN, EMAD MANSOR-M9008 MAGNA LN($0.09)($0.72)($9.22)$17.43($4.02)($1.97)$0.00($0.98)($0.43)945098696Refund Generated due to proration on Bill #0038427516-2024-2024-0000-00Vehicle Sold10/24/2025 10/27/2025WAXHAW, NC 28173Proration 0038427516 EFK5945 AUTHORIZEDKOLPURATH, VIJAYABHASKARKOLPURATH, VIJAYABHASKAR3015 ROCKY HOLLOW DR$0.00$0.00$0.00$0.00$48.16$0.00$12.89($33.35)($30.00)$2.301063234980Refund Generated due to adjustment on Bill #0087817887-2025-2025-0000Situs error 10/24/2025INDIAN TRAIL, NC 28079Adjustment < $1000087817887 LKW3712 PENDINGKORRAPATI, RAJENDRA PRASADKORRAPATI, RAJENDRA PRASAD140 ELLISON WAY$0.00$0.00$0.00$0.00$33.62$0.01$2.57($6.66)($30.00)$0.461063236060Refund Generated due to adjustment on Bill #0087593506-2025-2025-0000Situs error 10/24/2025INDIAN TRAIL, NC 28079Adjustment < $1000087593506 96465 PENDINGKORIN, EMAD MANSOR-MKORIN, EMAD MANSOR-M9008 MAGNA LN($0.11)($0.97)($6.72)$13.05($2.82)($1.41)$0.00($0.76)($0.26)942243080Refund Generated due to adjustment on Bill #0087626363-2025-2025-0000-00Over Assessment10/9/2025MARVIN, NC 28173Adjustment < $1000087626363 WAA4967 PENDING($20.00)($6.28)($2.14)($0.48)($3.58)707809428Refund Generated due to proration on Bill #0078774858-2024-2024-0000-00Vehicle Sold10/17/2025 10/20/2025CHARLOTTE, NC 28217Proration 0078774858 KHK7487 AUTHORIZEDKRAUSS, MEGHANN ALLEXANDRAKRAUSS, MEGHANN ALLEXANDRAKRAUSS, CHRISTOPHER JACOB4612 GILEAD STAPT 263($45.85)$78.33Page 10 of 24337 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($21.05) $0.00500 TAX ($49.66) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($6.75) $0.00003 TAX ($2.26) $0.00005 TAX ($0.50) $0.00004 TAX ($3.76) $0.00002 TAX ($48.27) $0.00Refund001 TAX ($54.48) $0.00600 TAX ($61.76) $0.00023 TAX ($17.09) $0.00003 TAX ($5.84) $0.00005 TAX ($1.30) $0.00004 TAX ($9.75) $0.00002 TAX ($124.92) $0.00Refund001 TAX ($7.30) $0.00970 TAX ($0.74) $0.00015 TAX ($2.47) $0.00003 TAX ($0.78) $0.00005 TAX ($0.17) $0.00004 TAX ($1.30) $0.00002 TAX ($16.75) $0.00Refund001 TAX ($14.33) $0.00600 TAX ($16.24) $0.00023 TAX ($4.50) $0.00003 TAX ($1.54) $0.00005 TAX ($0.34) $0.00004 TAX ($2.56) $0.00002 TAX ($32.85) $0.00Refund001 TAX ($34.19) ($1.70)026 TAX ($8.34) ($0.42)003 TAX ($3.67) ($0.18)005 TAX ($0.82) ($0.04)004 TAX ($6.11) ($0.31)002 TAX ($78.38) ($3.92)Refund001 TAX ($2.92) $0.00600 TAX ($3.31) $0.00019 TAX ($1.14) $0.00003 TAX ($0.31) $0.00005 TAX ($0.07) $0.00004 TAX ($0.52) $0.00002 TAX ($6.69) $0.00Refund001 TAX ($56.55) $0.00015 TAX ($23.85) $0.00003 TAX ($5.33) $0.00005 TAX ($2.26) $0.00004 TAX ($19.57) $0.00002 TAX ($134.73) $0.00Refund001 TAX ($3.13) $0.00500 TAX ($7.39) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($1.00) $0.00003 TAX ($0.34) $0.00005 TAX ($0.07) $0.00004 TAX ($0.56) $0.00002 TAX ($7.18) $0.00Refund001 TAX ($53.65) $0.00500 TAX ($126.56) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($17.19) $0.00003 TAX ($5.75) $0.00005 TAX ($1.28) $0.00004 TAX ($9.60) $0.00002 TAX ($123.01) $0.00Refund10/21/2025 10/22/2025($21.05)($49.66)$0.00($6.75)($2.26)($0.50)($3.76)($48.27)$132.25KRONENBERG, JENNIFER MICHELLEKRONENBERG, JENNIFER MICHELLE2707 DOMBEY STWAXHAW, NC 28173Proration 0071260698 KBX6022 AUTHORIZED 944348448Refund Generated due to proration on Bill #0071260698-2024-2024-0000-00Vehicle Sold($54.48)($61.76)($17.09)($5.84)($1.30)825362853Refund Generated due to proration on Bill #0084292349-2024-2024-0000-00Vehicle Totalled10/15/2025 10/16/2025INDIAN TRAIL, NC 28079Proration 0084292349 LCX4134 AUTHORIZEDKRYVYCH, ARTEMKRYVYCH, ARTEM1004 HOUNDSCROFT RDVehicle Sold10/31/2025 11/3/2025($7.30)($0.74)($2.47)($0.78)($0.17)($1.30)($16.75)$29.51($9.75)($124.92)$275.14KUHN, VALERIE ANNKUHN, VALERIE ANNKUHN, JOHN WILLIAM EDWARD5200 CENTERFIELD LNWAXHAW, NC 28173Proration 0043399621 BCC4275 AUTHORIZED 828319912Refund Generated due to proration on Bill #0043399621-2024-2024-0000-00($14.33)($16.24)($4.50)($1.54)($0.34)825558713Refund Generated due to proration on Bill #0069125646-2024-2024-0000-00Vehicle Sold10/16/2025 10/17/2025INDIAN TRAIL, NC 28079Proration 0069125646 SAANVIS AUTHORIZEDKUMAR, SANJAY SANJAY KUMAR1322 TOLLCROSS RDVehicle Sold10/2/2025 10/3/2025($35.89)($8.76)($3.85)($0.86)($6.42)($82.30)$138.08($2.56)($32.85)$72.36LASHER, SABRINA MARIELASHER, SABRINA MARIELASHER, KEVIN ROBERT1104 OLEANDER LNWAXHAW, NC 28173Proration 0073795613 DEJ7580 AUTHORIZED 705603066Refund Generated due to proration on Bill #0073795613-2024-2024-0000-00($2.92)($3.31)($1.14)($0.31)($0.07)825777470Refund Generated due to proration on Bill #0083044827-2024-2024-0000-00Vehicle Sold10/17/2025 10/20/2025MONROE, NC 28110Proration 0083044827 RKH8440 AUTHORIZEDLAWRENCE, RACHAEL ANNLAWRENCE, RACHAEL ANN3211 GREEN MEADOW WAYOther Errors10/29/2025 10/30/2025($56.55)($23.85)($5.33)($2.26)($19.57)($134.73)$242.29($0.52)($6.69)$14.96LIPCSEY, THOMAS JOHNLIPCSEY, THOMAS JOHN2103 HARVEST TIME LNWAXHAW, NC 28173Proration 0087766880 LLE5818 AUTHORIZED 709535724Refund Generated due to proration on Bill #0087766880-2025-2025-0000-00LORNE, ERIC OLOF JRLORNE, ERIC OLOF JR3125 DEEP RIVER WAY($0.07)($0.56)($7.18)$19.67($3.13)($7.39)$0.00($1.00)($0.34)941112120Refund Generated due to proration on Bill #0075127671-2024-2024-0000-00Vehicle Sold10/3/2025 10/8/2025CHARLOTTE, NC 28277Proration 0075127671 RJK2611 AUTHORIZEDLOREN M MEYER REVOCABLE TRUST U/A DTD. 12/20/12LOREN M MEYER REVOCABLE TRUST U/A DTD. 12/20/12MEYER, LOREN MARC9640 ALMA BLOUNT BLVD($1.28)($9.60)($123.01)$337.04($53.65)($126.56)$0.00($17.19)($5.75)945698768Refund Generated due to proration on Bill #0073132213-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025WAXHAW, NC 28173Proration 0073132213 HBC5478 AUTHORIZEDPage 11 of 24338 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($25.36) $0.00200 TAX ($78.09) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($2.72) $0.00005 TAX ($0.61) $0.00004 TAX ($4.54) $0.00002 TAX ($58.15) $0.00Refund001 TAX ($49.62) $0.00800 TAX ($7.60) $0.00026 TAX ($12.10) $0.00003 TAX ($5.32) $0.00005 TAX ($1.18) $0.00004 TAX ($8.87) $0.00002 TAX ($113.76) $0.00Refund001 TAX ($61.65) $0.00700 TAX ($81.59) $0.00020 TAX ($20.21) $0.00003 TAX ($6.61) $0.00005 TAX ($1.48) $0.00004 TAX ($11.03) $0.00002 TAX ($141.35) $0.00Refund001 TAX ($13.19) $0.00019 TAX ($5.82) $0.00003 TAX ($1.24) $0.00005 TAX ($0.53) $0.00004 TAX ($4.56) $0.00002 TAX ($31.43) $0.00Refund001 TAX ($29.92) $0.00019 TAX ($11.70) $0.00003 TAX ($3.21) $0.00005 TAX ($0.71) $0.00004 TAX ($5.35) $0.00002 TAX ($68.61) $0.00Refund001 TAX ($29.55) $0.00500 TAX ($69.70) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($9.47) $0.00003 TAX ($3.16) $0.00005 TAX ($0.70) $0.00004 TAX ($5.29) $0.00002 TAX ($67.75) $0.00Refund001 TAX ($7.32) $0.00015 TAX ($2.48) $0.00003 TAX ($0.78) $0.00005 TAX ($0.17) $0.00004 TAX ($1.31) $0.00002 TAX ($16.78) $0.00Refund001 TAX ($1.47) $0.00200 TAX ($4.54) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($0.16) $0.00005 TAX ($0.04) $0.00004 TAX ($0.26) $0.00002 TAX ($3.38) $0.00Refund001 TAX ($13.68) $0.00500 TAX ($32.27) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($4.38) $0.00003 TAX ($1.47) $0.00005 TAX ($0.33) $0.00004 TAX ($2.45) $0.00002 TAX ($31.37) $0.00Refund($25.36)($78.09)$0.00($2.72)($0.61)826751058Refund Generated due to proration on Bill #0083427684-2024-2024-0000-00Vehicle Totalled10/23/2025 10/24/2025MONROE, NC 28112Proration 0083427684 PMN2693 AUTHORIZEDLOTHARP, SAUSHA NYCHELLELOTHARP, SAUSHA NYCHELLE748 ALEXANDER COMMONS DRVehicle Sold10/17/2025 10/20/2025($49.62)($7.60)($12.10)($5.32)($1.18)($8.87)($113.76)$198.45($4.54)($58.15)$169.47MADUAKO, NDI JOHNNIEMADUAKO, NDI JOHNNIE129 HIGHCLERE DRWAXHAW, NC 28173Proration 0073964616 JER3139 AUTHORIZED 825777491Refund Generated due to proration on Bill #0073964616-2024-2024-0000-00($61.65)($81.59)($20.21)($6.61)($1.48)824016760Refund Generated due to proration on Bill #0084680073-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025MATTHEWS, NC 28104Proration 0084680073 VS2516 AUTHORIZEDMALAKHOV, EVGENIIMALAKHOV, EVGENII724 WHITE OAK LNSLVG or RBLT TTL10/9/2025($13.19)($5.82)($1.24)($0.53)($4.56)($31.43)$56.77($11.03)($141.35)$323.92MALANCHUK, YAN EDUARDOVICHMALANCHUK, YAN EDUARDOVICH3307 MISTYWOOD DRMONROE, NC 28110Adjustment < $1000087638791 VHX3753 PENDING 706682286Refund Generated due to adjustment on Bill #0087638791-2025-2025-0000-00($29.92)($11.70)($3.21)($0.71)($5.35)707808954Refund Generated due to proration on Bill #0085491205-2024-2024-0000-00Insurance Lapse10/17/2025 10/20/2025MONROE, NC 28110Proration 0085491205 EBR8343 AUTHORIZEDMARSH CAPERS, LORA ANNMARSH CAPERS, LORA ANN311 LINDPOINT LN10/2/2025 10/3/2025($29.55)($69.70)$0.00($9.47)($3.16)($0.70)($5.29)($67.75)$185.62($68.61)$119.50MARTINEZ, EFRAIN JOSEMARTINEZ, EFRAIN JOSE2101 THORN CREST DRWAXHAW, NC 28173Proration 0082708118 JAX9535 AUTHORIZED 940803464Refund Generated due to proration on Bill #0082708118-2024-2024-0000-00Vehicle Sold($7.32)($2.48)($0.78)($0.17)($1.31)709988580Refund Generated due to adjustment on Bill #0085343458-2024-2024-0000-00Over Assessment10/31/2025WAXHAW, NC 28173Adjustment < $1000085343458 RJT3805 PENDINGMARTINOS, JAMESMARTINOS, JAMES245 BOUCHARD DRMATHIS, EVAN ANDREWMATHIS, EVAN ANDREW3006 ARSDALE RD10/20/2025 10/21/2025($1.47)($4.54)$0.00($0.16)($0.04)($0.26)($3.38)$9.85($16.78)$28.84MASKE, SAMIYA DEANNAMASKE, SAMIYA DEANNA1713 ICEMORLEE ST APT BMONROE, NC 28110Proration 0082445798 VEW5107 AUTHORIZED 826272083Refund Generated due to proration on Bill #0082445798-2024-2024-0000-00Vehicle Totalled($0.33)($2.45)($31.37)$85.95($13.68)($32.27)$0.00($4.38)($1.47)943745480Refund Generated due to proration on Bill #0062652297-2024-2024-0000-00Vehicle Sold10/17/2025 10/20/2025WAXHAW, NC 28173Proration 0062652297 TEK6070 AUTHORIZEDPage 12 of 24339 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($9.31) $0.00026 TAX ($2.52) $0.00003 TAX ($0.88) $0.00005 TAX ($0.37) $0.00004 TAX ($3.22) $0.00002 TAX ($22.17) $0.00Refund001 TAX ($1.21) $0.00026 TAX ($0.30) $0.00003 TAX ($0.13) $0.00005 TAX ($0.03) $0.00004 TAX ($0.22) $0.00002 TAX ($2.78) $0.00Refund001 TAX ($23.77) $0.00500 TAX ($56.08) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($7.62) $0.00003 TAX ($2.55) $0.00005 TAX ($0.57) $0.00004 TAX ($4.25) $0.00002 TAX ($54.51) $0.00Refund001 TAX ($23.11) $0.00101 TAX ($11.32) $0.00101 VEHICLE FEE $0.00 $0.00026 TAX ($5.63) $0.00003 TAX ($2.47) $0.00005 TAX ($0.55) $0.00004 TAX ($4.13) $0.00002 TAX ($52.98) $0.00Refund001 TAX ($42.24) $0.00700 TAX ($55.91) $0.00020 TAX ($13.85) $0.00003 TAX ($4.53) $0.00005 TAX ($1.01) $0.00004 TAX ($7.56) $0.00002 TAX ($96.86) $0.00Refund001 TAX ($54.77) $0.00970 TAX ($5.54) $0.00026 TAX ($13.36) $0.00003 TAX ($5.87) $0.00005 TAX ($1.31) $0.00004 TAX ($9.80) $0.00002 TAX ($125.59) $0.00Refund001 TAX ($12.37) $0.00500 TAX ($29.17) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($3.96) $0.00003 TAX ($1.32) $0.00005 TAX ($0.30) $0.00004 TAX ($2.21) $0.00002 TAX ($28.36) $0.00Refund001 TAX ($5.07) $0.00600 TAX ($5.74) $0.00020 TAX ($1.66) $0.00003 TAX ($0.54) $0.00005 TAX ($0.12) $0.00004 TAX ($0.91) $0.00002 TAX ($11.62) $0.00Refund001 TAX $0.00 $0.01200 TAX ($18.34) ($1.05)200 VEHICLE FEE ($30.00) $0.00970 TAX $0.60 $0.03026 TAX $1.45 $0.08003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 ($0.01)Refund($9.31)($2.52)($0.88)($0.37)($3.22)707809092Refund Generated due to proration on Bill #0080890035-2025-2025-0000-00Vehicle Totalled10/17/2025 10/20/2025WAXHAW, NC 28173Proration 0080890035 RJS5065 AUTHORIZEDMATRAB, ABDELTIFMATRAB, ABDELTIF413 DEER BRUSH LN10/17/2025 10/20/2025($1.21)($0.30)($0.13)($0.03)($0.22)($2.78)$4.67($22.17)$38.47MATRAB, ABDELTIFMATRAB, ABDELTIF413 DEER BRUSH LNWAXHAW, NC 28173Proration 0080890035 RJS5065 AUTHORIZED 707809098Refund Generated due to proration on Bill #0080890035-2024-2024-0000-00Vehicle TotalledMAVARES BERMUDEZ, ANGEL ENRIQUEMAVARES BERMUDEZ, ANGEL ENRIQUE1019 GOLDEN BELL DR($0.57)($4.25)($54.51)$149.35($23.77)($56.08)$0.00($7.62)($2.55)946335408Refund Generated due to proration on Bill #0084372076-2024-2024-0000-00Vehicle Sold10/30/2025 10/31/2025CHARLOTTE, NC 28277Proration 0084372076 JKT8925 AUTHORIZEDMATTHEWS, REID WINFORDMATTHEWS, REID WINFORD16213 ANNAHILL CT($0.55)($4.13)($52.98)$100.19($23.11)($11.32)$0.00($5.63)($2.47)941732784Refund Generated due to proration on Bill #0058960955-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025MARVIN, NC 28173Proration 0058960955 RAE5883 AUTHORIZEDRefund Generated due to proration on Bill #0076139939-2024-2024-0000-00($42.24)($55.91)($13.85)($4.53)($1.01)823203080Refund Generated due to proration on Bill #0077888689-2024-2024-0000-00Vehicle Sold10/2/2025 10/3/2025MATTHEWS, NC 28104Proration 0077888689 HJE8558 AUTHORIZEDMCCANN, TIMOTHY CHARLESMCCANN, TIMOTHY CHARLES1210 FLOWE DR($7.56)($96.86)$221.96($0.91)($11.62)$25.66MEDICO, TAMMY LYNNMEDICO, TAMMY LYNNMEDICO, THOMAS JOSEPH5005 PETERSBURG DRVehicle Sold10/3/2025 10/8/2025($54.77)($5.54)($13.36)($5.87)($1.31)($9.80)($125.59)$216.24MEABON, BRADLEY ARTHURMEABON, BRADLEY ARTHUR911 HOUSTON DRMONROE, NC 28110Proration 0076139939 KMA5674 AUTHORIZED 823473210($0.30)($2.21)($28.36)$77.69($12.37)($29.17)$0.00($3.96)($1.32)944614392Refund Generated due to proration on Bill #0053374147-2024-2024-0000-00Vehicle Sold10/22/2025 10/23/2025WAXHAW, NC 28173Proration 0053374147 TCP1971 AUTHORIZEDMILLER, DAYNA HAYESMILLER, DAYNA HAYES2003 SPRING ROSE LNWESLEY CHAPEL, NC 28104Adjustment < $1000083543570 AKA5294 PENDING 1058750622Refund Generated due to adjustment on Bill #0083543570-2024-2024-0000($5.07)($5.74)($1.66)($0.54)($0.12)827487052Refund Generated due to proration on Bill #0047098403-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025INDIAN TRAIL, NC 28079Proration 0047098403 LKV8169 AUTHORIZEDMESSICK, BERNARD EUGENEMESSICK, BERNARD EUGENE5078 COURTFIELD DRSitus error10/3/2025$0.01($19.39)($30.00)$0.63$1.53$0.00$0.00$0.00($0.01)$47.23Page 13 of 24340 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($13.23) $0.00600 TAX ($14.99) $0.00019 TAX ($5.17) $0.00003 TAX ($1.42) $0.00005 TAX ($0.32) $0.00004 TAX ($2.37) $0.00002 TAX ($30.33) $0.00Refund001 TAX ($8.32) $0.00500 TAX ($19.63) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.67) $0.00003 TAX ($0.89) $0.00005 TAX ($0.20) $0.00004 TAX ($1.49) $0.00002 TAX ($19.09) $0.00Refund001 TAX ($0.34) $0.00500 TAX ($0.87) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($0.14) $0.00003 TAX ($0.03) $0.00005 TAX ($0.02) $0.00004 TAX ($0.12) $0.00002 TAX ($0.80) $0.00Refund001 TAX ($4.06) $0.00500 TAX ($9.57) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($1.30) $0.00003 TAX ($0.43) $0.00005 TAX ($0.10) $0.00004 TAX ($0.72) $0.00002 TAX ($9.30) $0.00Refund001 TAX $0.00 $0.00200 TAX ($18.92) $0.00200 VEHICLE FEE ($30.00) $0.00800 TAX $1.51 $0.00026 TAX $1.31 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($12.48) $0.00600 TAX ($14.15) $0.00023 TAX ($3.91) $0.00003 TAX ($1.34) $0.00005 TAX ($0.30) $0.00004 TAX ($2.23) $0.00002 TAX ($28.61) $0.00Refund001 TAX ($1.10) $0.00500 TAX ($2.61) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($0.36) $0.00003 TAX ($0.12) $0.00005 TAX ($0.03) $0.00004 TAX ($0.20) $0.00002 TAX ($2.53) $0.00Refund001 TAX ($3.91) $0.00500 TAX ($9.21) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($1.25) $0.00003 TAX ($0.42) $0.00005 TAX ($0.09) $0.00004 TAX ($0.70) $0.00002 TAX ($8.95) $0.00Refund($2.37)($30.33)$67.83MINOTTI, MICHAEL JOSEPHMINOTTI, MICHAEL JOSEPH1201 FLAT HEADS LNWAXHAW, NC 28173Adjustment < $1000087424377 87147 PENDING 943044344Refund Generated due to adjustment on Bill #0087424377-2024-2024-0000-00($13.23)($14.99)($5.17)($1.42)($0.32)826272510Refund Generated due to adjustment on Bill #0053973526-2024-2024-0000-00Mileage 10/20/2025MONROE, NC 28110Adjustment < $1000053973526 HCB5478 PENDINGMILNE, MARCI GAILMILNE, MARCI GAIL3006 DEWDROP CTMINOTTI, MICHAEL JOSEPHMINOTTI, MICHAEL JOSEPH1201 FLAT HEADS LNExempt Property10/14/2025($8.32)($19.63)$0.00($2.67)($0.89)($0.20)($1.49)($19.09)$52.29($0.02)($0.12)($0.80)$2.32($0.34)($0.87)$0.00($0.14)($0.03)943044352Refund Generated due to adjustment on Bill #0087424432-2025-2025-0000-00Exempt Property10/14/2025WAXHAW, NC 28173Adjustment < $1000087424432 88347 PENDINGMONTESDEOCA ORMAZA, ABEL RICARDOMONTESDEOCA ORMAZA, ABEL RICARDO5919 HEMBY RD A UNIT($0.10)($0.72)($9.30)$25.48($4.06)($9.57)$0.00($1.30)($0.43)940312328Refund Generated due to proration on Bill #0034185435-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025WAXHAW, NC 28173Proration 0034185435 0925KV AUTHORIZEDMITCHELLS, RICHARD ANDREWMITCHELLS, RICHARD ANDREW8002 KINGSTON DR$0.00$0.00$0.00$0.00$46.10$0.00($18.92)($30.00)$1.51$1.311060024968Refund Generated due to adjustment on Bill #0087599872-2025-2025-0000Situs error 10/9/2025MATTHEWS, NC 28104Adjustment < $1000087599872 VHX3071 PENDINGMOORE, MICHAEL PARKERMOORE, MICHAEL PARKER1324 TAMARIND LNCHAPIN, SC 29036Proration 0084557847 9L7442 AUTHORIZED 942478416Refund Generated due to proration on Bill #0084557847-2024-2024-0000-00($12.48)($14.15)($3.91)($1.34)($0.30)825777449Refund Generated due to proration on Bill #0085626407-2024-2024-0000-00Vehicle Totalled10/17/2025 10/20/2025JOHNSON CITY, TN 37604Proration 0085626407 LJF3383 AUTHORIZEDMOORE, JORDAN ELIZABETHMOORE, JORDAN ELIZABETH274 W MAIN ST APT 35Reg . Out of state10/10/2025 10/14/2025($1.10)($2.61)$0.00($0.36)($0.12)($0.03)($0.20)($2.53)$6.95($2.23)($28.61)$63.02($0.09)($0.70)($8.95)$24.53($3.91)($9.21)$0.00($1.25)($0.42)942478432Refund Generated due to proration on Bill #0085654536-2024-2024-0000-00Reg . Out of state10/10/2025 10/14/2025CHAPIN, SC 29036Proration 0085654536 9L7526 AUTHORIZEDMOORE, MICHAEL PARKERMOORE, MICHAEL PARKER1324 TAMARIND LNPage 14 of 24341 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($29.74) $0.00500 TAX ($70.17) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($9.53) $0.00003 TAX ($3.19) $0.00005 TAX ($0.71) $0.00004 TAX ($5.32) $0.00002 TAX ($68.20) $0.00Refund001 TAX ($10.41) $0.00500 TAX ($24.56) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($3.34) $0.00003 TAX ($1.11) $0.00005 TAX ($0.25) $0.00004 TAX ($1.86) $0.00002 TAX ($23.87) $0.00Refund001 TAX ($22.77) $0.00500 TAX ($53.71) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($7.30) $0.00003 TAX ($2.44) $0.00005 TAX ($0.54) $0.00004 TAX ($4.07) $0.00002 TAX ($52.20) $0.00Refund001 TAX ($15.86) $0.00600 TAX ($17.98) $0.00026 TAX ($3.87) $0.00003 TAX ($1.70) $0.00005 TAX ($0.38) $0.00004 TAX ($2.83) $0.00002 TAX ($36.37) $0.00Refund001 TAX ($1.39) $0.00900 TAX ($1.80) $0.00023 TAX ($0.43) $0.00003 TAX ($0.15) $0.00005 TAX ($0.03) $0.00004 TAX ($0.25) $0.00002 TAX ($3.17) $0.00Refund001 TAX ($0.90) $0.00980 TAX ($0.16) $0.00021 TAX ($0.43) $0.00003 TAX ($0.08) $0.00005 TAX ($0.04) $0.00004 TAX ($0.31) $0.00002 TAX ($2.14) $0.00Refund001 TAX ($17.73) $0.00026 TAX ($4.32) $0.00003 TAX ($1.90) $0.00005 TAX ($0.42) $0.00004 TAX ($3.17) $0.00002 TAX ($40.66) $0.00Refund001 TAX ($13.51) $0.00026 TAX ($3.29) $0.00003 TAX ($1.45) $0.00005 TAX ($0.32) $0.00004 TAX ($2.42) $0.00002 TAX ($30.97) $0.00Refund001 TAX ($55.86) ($2.79)026 TAX ($13.62) ($0.68)003 TAX ($5.99) ($0.30)005 TAX ($1.33) ($0.07)004 TAX ($10.00) ($0.50)002 TAX ($128.09) ($6.40)RefundMOORE, SHELBY CRAWFORDMOORE, SHELBY CRAWFORD1324 TAMARIND LN($0.71)($5.32)($68.20)$186.86($29.74)($70.17)$0.00($9.53)($3.19)942478264Refund Generated due to proration on Bill #0077810487-2024-2024-0000-00Reg . Out of state10/10/2025 10/14/2025CHAPIN, SC 29036Proration 0077810487 KKL1868 AUTHORIZEDMORRIS, PHILIP SCOTTMORRIS, PHILIP SCOTT8512 WILLOW BRANCH DR($0.25)($1.86)($23.87)$65.40($10.41)($24.56)$0.00($3.34)($1.11)942478392Refund Generated due to proration on Bill #0065221260-2024-2024-0000-00Reg . Out of state10/10/2025 10/14/2025CHAPIN, SC 29036Proration 0065221260 TFZ2702 AUTHORIZEDMOORE, SHELBY CRAWFORDMOORE, SHELBY CRAWFORD1324 TAMARIND LN($0.54)($4.07)($52.20)$143.03($22.77)($53.71)$0.00($7.30)($2.44)941734008Refund Generated due to proration on Bill #0085762800-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025WAXHAW, NC 28173Proration 0085762800 VYL8373 AUTHORIZED($15.86)($17.98)($3.87)($1.70)($0.38)827486947Refund Generated due to proration on Bill #0071206430-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025INDIAN TRAIL, NC 28079Proration 0071206430 JMX8800 AUTHORIZEDMORRISON, ROBIN JENETTEMORRISON, ROBIN JENETTE2029 MAGNA LNVehicle Sold10/27/2025 10/28/2025($1.39)($1.80)($0.43)($0.15)($0.03)($0.25)($3.17)$7.22($2.83)($36.37)$78.99MRS DEE DEE'S AFTER SCHOOL AND SUMMER CARE PROGRAM INCMRS DEE DEE'S AFTER SCHOOL AND SUMMER CARE PROGRAM INC3608 BESSANT STINDIAN TRAIL, NC 28079Proration 0017927405 BCC2164 AUTHORIZED 827486429Refund Generated due to proration on Bill #0017927405-2024-2024-0000-00($0.90)($0.16)($0.43)($0.08)($0.04)824667375Refund Generated due to proration on Bill #0087120893-2025-2025-0000-00Vehicle Sold10/10/2025 10/14/2025MONROE, NC 28110Proration 0087120893 VFH3980 AUTHORIZEDMULLIS, JUSTIN BRADYMULLIS, JUSTIN BRADY5026 DUNCAN RDVehicle Sold10/8/2025 10/9/2025($17.73)($4.32)($1.90)($0.42)($3.17)($40.66)$68.20($0.31)($2.14)$4.06NAPPER, GARY ARTHURNAPPER, GARY ARTHURNAPPER, KIMBERLY ANNE9207 KINGSMEAD LNWAXHAW, NC 28173Proration 0063578704 JCC1521 AUTHORIZED 706498296Refund Generated due to proration on Bill #0063578704-2024-2024-0000-00($13.51)($3.29)($1.45)($0.32)($2.42)706498338Refund Generated due to proration on Bill #0059140452-2024-2024-0000-00Vehicle Sold10/8/2025 10/9/2025WAXHAW, NC 28173Proration 0059140452 TEF6097 AUTHORIZEDNAPPER, GARY ARTHURNAPPER, GARY ARTHURNAPPER, KIMBERLY ANNE9207 KINGSMEAD LN10/10/2025 10/14/2025($58.65)($14.30)($6.29)($1.40)($10.50)($134.49)$225.63($30.97)$51.96NASSIRI, MOHAMMAD ALINASSIRI, MOHAMMAD ALI407 CREEPING CEDAR CTWAXHAW, NC 28173Proration 0083202586 KME2394 AUTHORIZED 706857636Refund Generated due to proration on Bill #0083202586-2024-2024-0000-00Vehicle SoldPage 15 of 24342 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($1.73) $0.00022 TAX ($0.91) $0.00003 TAX ($0.19) $0.00005 TAX ($0.04) $0.00004 TAX ($0.31) $0.00002 TAX ($3.97) $0.00Refund001 TAX $0.00 $0.00200 TAX ($25.48) $0.00200 VEHICLE FEE ($30.00) $0.00970 TAX $0.84 $0.00026 TAX $2.02 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($1.91) $0.00990 TAX ($0.24) $0.00015 TAX ($0.64) $0.00003 TAX ($0.20) $0.00005 TAX ($0.04) $0.00004 TAX ($0.34) $0.00002 TAX ($4.38) $0.00Refund001 TAX ($1.00) $0.00990 TAX ($0.13) $0.00015 TAX ($0.34) $0.00003 TAX ($0.11) $0.00005 TAX ($0.02) $0.00004 TAX ($0.18) $0.00002 TAX ($2.29) $0.00Refund001 TAX ($12.13) $0.00017 TAX ($4.37) $0.00003 TAX ($1.30) $0.00005 TAX ($0.29) $0.00004 TAX ($2.17) $0.00002 TAX ($27.82) $0.00Refund001 TAX ($3.37) $0.00800 TAX ($1.05) $0.00026 TAX ($0.91) $0.00003 TAX ($0.32) $0.00005 TAX ($0.13) $0.00004 TAX ($1.17) $0.00002 TAX ($8.01) $0.00Refund001 TAX ($2.10) $0.00016 TAX ($1.06) $0.00003 TAX ($0.20) $0.00005 TAX ($0.08) $0.00004 TAX ($0.73) $0.00002 TAX ($4.98) $0.00Refund001 TAX $0.00 $0.00200 TAX ($12.61) $0.00200 VEHICLE FEE ($30.00) $0.00015 TAX $1.39 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($14.21) $0.00700 TAX ($18.81) $0.00023 TAX ($4.46) $0.00003 TAX ($1.52) $0.00005 TAX ($0.34) $0.00004 TAX ($2.54) $0.00002 TAX ($32.59) $0.00Refund($1.73)($0.91)($0.19)($0.04)($0.31)706682298Refund Generated due to proration on Bill #0066645991-2024-2024-0000-00Vehicle Sold10/9/2025 10/10/2025WINGATE, NC 28174Proration 0066645991 KAM1945 AUTHORIZEDNEAL, GREGORY LAMONTNEAL, GREGORY LAMONT1718 MCINTYRE RD10/3/2025$0.00($25.48)($30.00)$0.84$2.02$0.00$0.00$0.00$0.00$52.62($3.97)$7.15NIGATU, YONATHAN WUHIBESILASSNIGATU, YONATHAN WUHIBESILASS1740 PINE KNOLL CTASHEBORO, NC 27203Adjustment < $1000082197846 TEF5522 PENDING 1058750442Refund Generated due to adjustment on Bill #0082197846-2024-2024-0000Situs error($1.91)($0.24)($0.64)($0.20)($0.04)827485449Refund Generated due to proration on Bill #0016620829-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025WAXHAW, NC 28173Proration 0016620829 SWD6520 AUTHORIZEDNUNEZ, DIMITRINUNEZ, DIMITRINUNEZ, SHERRY ANN-DUPUIS2301 VALLEY FARM RDVehicle Sold10/27/2025 10/28/2025($1.00)($0.13)($0.34)($0.11)($0.02)($0.18)($2.29)$4.07($0.34)($4.38)$7.75NUNEZ, SHERRY ANN DUPUISNUNEZ, SHERRY ANN DUPUIS2301 VALLEY FARM RDWAXHAW, NC 28173Proration 0027913675 AJH4387 AUTHORIZED 827485442Refund Generated due to proration on Bill #0027913675-2024-2024-0000-00($12.13)($4.37)($1.30)($0.29)($2.17)708262146Refund Generated due to proration on Bill #0077772355-2024-2024-0000-00Reg . Out of state10/21/2025 10/22/2025CHESTERFIELD, SC 29709Proration 0077772355 FAP4036 AUTHORIZEDPARK, KRISTIN HORNEPARK, KRISTIN HORNE325 CHAPMAN ST10/7/2025 10/8/2025($3.37)($1.05)($0.91)($0.32)($0.13)($1.17)($8.01)$14.96($27.82)$48.08PATEL, KENAR ANILKUMARPATEL, KENAR ANILKUMAR133 HIGHCLERE DRWAXHAW, NC 28173Proration 0086805792 LKV9427 AUTHORIZED 824016221Refund Generated due to proration on Bill #0086805792-2025-2025-0000-00Vehicle Sold($2.10)($1.06)($0.20)($0.08)($0.73)708824046Refund Generated due to adjustment on Bill #0087768518-2025-2025-0000-00Over Assessment10/24/2025INDIAN TRAIL, NC 28079Adjustment < $1000087768518 LKW3441 PENDINGPATEL, MILAN RAKESHPATEL, MILAN RAKESH1331 ASHE MEADOW DR10/1/2025$0.00($12.61)($30.00)$1.39$0.00$0.00$0.00$0.00$41.22($4.98)$9.15PICKETT, BRIAN JOSEPHPICKETT, BRIAN JOSEPHPICKETT, JENNIFER LYNN1219 CLARENCE SECREST RDMONROE, NC 28110Adjustment < $1000081724913 RHB3682 PENDING 940312496Refund Generated due to adjustment on Bill #0081724913-2024-2024-0000Situs error($14.21)($18.81)($4.46)($1.52)($0.34)828321844Refund Generated due to proration on Bill #0075369823-2024-2024-0000-00Vehicle Sold10/31/2025 11/3/2025MACOMB, MI 48044Proration 0075369823 KEH9159 AUTHORIZEDPIECUCH, MICHAEL JOHNPIECUCH, MICHAEL JOHN16836 HERON LN($2.54)($32.59)$74.47Page 16 of 24343 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($23.97) $0.00700 TAX ($31.73) $0.00023 TAX ($7.52) $0.00003 TAX ($2.57) $0.00005 TAX ($0.57) $0.00004 TAX ($4.29) $0.00002 TAX ($54.97) $0.00Refund001 TAX ($9.66) $0.00500 TAX ($22.78) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($3.10) $0.00003 TAX ($1.03) $0.00005 TAX ($0.23) $0.00004 TAX ($1.72) $0.00002 TAX ($22.14) $0.00Refund001 TAX ($16.96) $0.00500 TAX ($40.01) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($5.43) $0.00003 TAX ($1.82) $0.00005 TAX ($0.41) $0.00004 TAX ($3.03) $0.00002 TAX ($38.88) $0.00Refund001 TAX ($2.77) $0.00600 TAX ($3.13) $0.00023 TAX ($0.87) $0.00003 TAX ($0.29) $0.00005 TAX ($0.07) $0.00004 TAX ($0.49) $0.00002 TAX ($6.33) $0.00Refund001 TAX ($17.52) $0.00800 TAX ($2.68) $0.00026 TAX ($4.27) $0.00003 TAX ($1.88) $0.00005 TAX ($0.42) $0.00004 TAX ($3.13) $0.00002 TAX ($40.16) $0.00Refund001 TAX ($16.21) $0.00028 TAX ($5.20) $0.00003 TAX ($1.74) $0.00005 TAX ($0.39) $0.00004 TAX ($2.90) $0.00002 TAX ($37.18) $0.00Refund001 TAX ($5.23) $0.00015 TAX ($1.77) $0.00003 TAX ($0.56) $0.00005 TAX ($0.13) $0.00004 TAX ($0.94) $0.00002 TAX ($11.98) $0.00Refund001 TAX ($13.91) $0.00015 TAX ($4.70) $0.00003 TAX ($1.49) $0.00005 TAX ($0.33) $0.00004 TAX ($2.49) $0.00002 TAX ($31.90) $0.00Refund001 TAX ($31.86) $0.00700 TAX ($42.16) $0.00023 TAX ($9.99) $0.00003 TAX ($3.42) $0.00005 TAX ($0.76) $0.00004 TAX ($5.70) $0.00002 TAX ($73.04) $0.00RefundReg . Out of state10/31/2025 11/3/2025($23.97)($31.73)($7.52)($2.57)($0.57)($4.29)($54.97)$125.62PIECUCH, MICHAEL JOHNPIECUCH, MICHAEL JOHNSANDERS, BONITA MARIE16836 HERON LNMACOMB, MI 48044Proration 0081274883 KEH9158 AUTHORIZED 828321865Refund Generated due to proration on Bill #0081274883-2024-2024-0000-00PUDELA, JEFFREY JUDEPUDELA, JEFFREY JUDE825 GARRISON GROVE LN($0.23)($1.72)($22.14)$60.66($9.66)($22.78)$0.00($3.10)($1.03)942243528Refund Generated due to proration on Bill #0065752891-2024-2024-0000-00Vehicle Sold10/9/2025 10/10/2025WAXHAW, NC 28173Proration 0065752891 JHK6034 AUTHORIZEDPOLALA, VIJAY KUMARPOLALA, VIJAY KUMAR1204 AUTUMN RIDGE DR($0.41)($3.03)($38.88)$106.54($16.96)($40.01)$0.00($5.43)($1.82)944311464Refund Generated due to proration on Bill #0084200010-2024-2024-0000-00Vehicle Sold10/20/2025 10/21/2025WAXHAW, NC 28173Proration 0084200010 PAV8530 AUTHORIZED($2.77)($3.13)($0.87)($0.29)($0.07)828321704Refund Generated due to proration on Bill #0043160034-2024-2024-0000-00Vehicle Sold10/31/2025 11/3/2025INDIAN TRAIL, NC 28079Proration 0043160034 PDA5248 AUTHORIZEDRACHUBA, JOHN JOSEPHRACHUBA, JOHN JOSEPH8004 HYDE PARK DRReg . Out of state10/14/2025 10/15/2025($17.52)($2.68)($4.27)($1.88)($0.42)($3.13)($40.16)$70.06($0.49)($6.33)$13.95RAFIQUE, AMINARAFIQUE, AMINA266 PARK LAKE STUNIT 16ORLANDO, FL 32803Proration 0082592559 KMP3057 AUTHORIZED 825162863Refund Generated due to proration on Bill #0082592559-2024-2024-0000-00($16.21)($5.20)($1.74)($0.39)($2.90)707282610Refund Generated due to proration on Bill #0065163264-2024-2024-0000-00Vehicle Sold10/14/2025 10/15/2025WAXHAW, NC 28173Proration 0065163264 RCS7445 AUTHORIZEDRAPE, LISA MARIERAPE, LISA MARIE6619 HIGH GAP RDREEDER, KIMBERLY CUMBER6607 LUTHER LN10/3/2025 10/8/2025($5.23)($1.77)($0.56)($0.13)($0.94)($11.98)$20.61($37.18)$63.62RAY, MELONEE QUEENRAY, MELONEE QUEEN2420 LANCASTER HWYMONROE, NC 28112Proration 0077201120 TCP2988 AUTHORIZED 705834438Refund Generated due to proration on Bill #0077201120-2024-2024-0000-00Vehicle TotalledRICKARDS, SCOTT FLEMINGRICKARDS, SCOTT FLEMING4312 DERBYSHIRE LNSTALLINGS, NC 28104Proration 0069917422 FMZ8036 AUTHORIZED 824667396Refund Generated due to proration on Bill #0069917422-2024-2024-0000-00Vehicle Sold($13.91)($4.70)($1.49)($0.33)($2.49)709990224Refund Generated due to proration on Bill #0066860970-2024-2024-0000-00Vehicle Totalled10/31/2025 11/3/2025MONROE, NC 28112Proration 0066860970 EFH7606 AUTHORIZEDREEDER, WARREN MICHAELREEDER, WARREN MICHAEL10/10/2025 10/14/2025($31.86)($42.16)($9.99)($3.42)($0.76)($5.70)($73.04)$166.93($31.90)$54.82Page 17 of 24344 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($1.83) $0.00700 TAX ($2.42) $0.00020 TAX ($0.60) $0.00003 TAX ($0.19) $0.00005 TAX ($0.05) $0.00004 TAX ($0.33) $0.00002 TAX ($4.19) $0.00Refund001 TAX $0.00 $0.00200 TAX ($41.36) ($2.07)200 VEHICLE FEE ($30.00) $0.00980 TAX $1.65 $0.08021 TAX $5.57 $0.28003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($5.69) $0.00700 TAX ($7.53) $0.00020 TAX ($1.87) $0.00003 TAX ($0.61) $0.00005 TAX ($0.13) $0.00004 TAX ($1.02) $0.00002 TAX ($13.05) $0.00Refund001 TAX ($10.47) $0.00600 TAX ($11.87) $0.00023 TAX ($3.28) $0.00003 TAX ($1.12) $0.00005 TAX ($0.25) $0.00004 TAX ($1.87) $0.00002 TAX ($24.00) $0.00Refund001 TAX ($5.28) $0.00500 TAX ($12.45) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($1.69) $0.00003 TAX ($0.56) $0.00005 TAX ($0.12) $0.00004 TAX ($0.94) $0.00002 TAX ($12.10) $0.00Refund001 TAX ($17.92) $0.00200 TAX ($55.19) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($1.92) $0.00005 TAX ($0.43) $0.00004 TAX ($3.21) $0.00002 TAX ($41.10) $0.00Refund001 TAX $0.00 $0.00930 TAX $2.84 $0.00200 TAX ($71.37) $0.00200 VEHICLE FEE ($30.00) $0.00016 TAX $8.59 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($49.89) $0.00700 TAX ($66.04) $0.00020 TAX ($16.36) $0.00003 TAX ($5.35) $0.00005 TAX ($1.19) $0.00004 TAX ($8.93) $0.00002 TAX ($114.41) $0.00Refund001 TAX ($3.35) $0.00003 TAX ($0.36) $0.00005 TAX ($0.08) $0.00004 TAX ($0.60) $0.00002 TAX ($7.69) $0.00Refund$9.61($0.33)($4.19)ROGERS, ERNEST MACROGERS, ERNEST MAC6012 REHOBETH RDWAXHAW, NC 28173Adjustment < $1000083009795 TAN9878 PENDING 1058750208Refund Generated due to adjustment on Bill #0083009795-2024-2024-0000($1.83)($2.42)($0.60)($0.19)($0.05)822773252Refund Generated due to proration on Bill #0082823731-2024-2024-0000-00Vehicle Sold10/1/2025 10/2/2025MATTHEWS, NC 28104Proration 0082823731 VK6277 AUTHORIZEDRISING GENERAL SERVICES LLCRISING GENERAL SERVICES LLC401 STALLINGS RDSitus error 10/3/2025$0.00($43.43)($30.00)$1.73$5.85$0.00$0.00$0.00$0.00$65.85($1.02)($13.05)$29.90ROPER, LAUREN ELIZABETHROPER, LAUREN ELIZABETH2003 TRIPLE CROWN DRINDIAN TRAIL, NC 28079Proration 0082635955 LHP1441 AUTHORIZED 826961345Refund Generated due to proration on Bill #0082635955-2024-2024-0000-00($5.69)($7.53)($1.87)($0.61)($0.13)826304626Refund Generated due to proration on Bill #0067256482-2024-2024-0000-00Vehicle Sold10/21/2025 10/22/2025STALLINGS, NC 28104Proration 0067256482 TLA7344 AUTHORIZEDROGERS, JOANNA ELIZABETHROGERS, JOANNA ELIZABETH1304 AFTERNOON SUN RDVehicle Sold10/24/2025 10/27/2025($10.47)($11.87)($3.28)($1.12)($0.25)($1.87)($24.00)$52.86($0.12)($0.94)($12.10)$33.14($5.28)($12.45)$0.00($1.69)($0.56)Vehicle Sold10/7/2025 10/8/2025WAXHAW, NC 28173Proration 0040434582 EJW2101 AUTHORIZEDS&D CLEANING PRO SERVICES LLCS&D CLEANING PRO SERVICES LLC408 NORTH CAROLINAHWY 218MONROE, NC 28110Adjustment < $1000082669304 LFM5249 PENDING 1064985309Refund Generated due to adjustment on Bill #0082669304-2024-2024-0000ROSA, IVELISSEROSA, IVELISSE3205 ARSDALE RD941732880Refund Generated due to proration on Bill #0040434582-2024-2024-0000-00($17.92)($55.19)$0.00($1.92)($0.43)823473119Refund Generated due to proration on Bill #0083108339-2024-2024-0000-00Reg . Out of state10/3/2025 10/8/2025LANCASTER, SC 29720Proration 0083108339 VFL5514 AUTHORIZEDROSENBERRY, ROY RICHARD IIROSENBERRY, ROY RICHARD II25972 APPLEYARD CTSitus error10/31/2025$0.00$2.84($71.37)($30.00)$8.59$0.00$0.00$0.00$0.00$89.94($3.21)($41.10)$119.77($49.89)($66.04)($16.36)($5.35)($1.19)824246661Refund Generated due to proration on Bill #0085588668-2024-2024-0000-00Vehicle Sold10/8/2025 10/9/2025MATTHEWS, NC 28104Proration 0085588668 LHZ9110 AUTHORIZEDSAEED, HASHIM SAEED, HASHIM3648 PRIVETTE RDVehicle Sold10/29/2025 10/30/2025($3.35)($0.36)($0.08)($0.60)($7.69)$12.08($8.93)($114.41)$262.17SALISBURY, PAUL THOMASSALISBURY, PAUL THOMASSALISBURY, KIMBERLY SCHOTT5914 NESBIT RDWAXHAW, NC 28173Proration 0071252160 CH64682 AUTHORIZED 591280150Refund Generated due to proration on Bill #0071252160-2024-2024-0000-00Page 18 of 24345 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($52.81) $0.00600 TAX ($59.87) $0.00023 TAX ($16.56) $0.00003 TAX ($5.66) $0.00005 TAX ($1.26) $0.00004 TAX ($9.45) $0.00002 TAX ($121.08) $0.00Refund001 TAX ($37.53) $0.00019 TAX ($14.67) $0.00003 TAX ($4.03) $0.00005 TAX ($0.90) $0.00004 TAX ($6.71) $0.00002 TAX ($86.04) $0.00Refund001 TAX ($4.05) $0.00026 TAX ($0.99) $0.00003 TAX ($0.43) $0.00005 TAX ($0.10) $0.00004 TAX ($0.72) $0.00002 TAX ($9.29) $0.00Refund001 TAX ($3.25) $0.00019 TAX ($1.27) $0.00003 TAX ($0.35) $0.00005 TAX ($0.08) $0.00004 TAX ($0.58) $0.00002 TAX ($7.46) $0.00Refund001 TAX ($17.79) $0.00017 TAX ($6.41) $0.00003 TAX ($1.91) $0.00Refund001 TAX ($8.81) $0.00500 TAX ($20.79) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($2.83) $0.00003 TAX ($0.95) $0.00005 TAX ($0.21) $0.00004 TAX ($1.58) $0.00002 TAX ($20.21) $0.00Refund001 TAX ($13.93) $0.00500 TAX ($32.87) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($4.47) $0.00003 TAX ($1.50) $0.00005 TAX ($0.33) $0.00004 TAX ($2.49) $0.00002 TAX ($31.95) $0.00Refund001 TAX ($6.03) $0.00200 TAX ($18.56) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($0.65) $0.00005 TAX ($0.15) $0.00004 TAX ($1.08) $0.00002 TAX ($13.82) $0.00Refund001 TAX ($0.48) $0.00500 TAX ($1.13) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($0.15) $0.00003 TAX ($0.05) $0.00005 TAX ($0.01) $0.00004 TAX ($0.08) $0.00002 TAX ($1.10) $0.00Refund($52.81)($59.87)($16.56)($5.66)($1.26)825777036Refund Generated due to proration on Bill #0077771671-2024-2024-0000-00Vehicle Sold10/17/2025 10/20/2025INDIAN TRAIL, NC 28079Proration 0077771671 CLV4633 AUTHORIZEDSANDERSON, JAMES EARL JRSANDERSON, JAMES EARL JR3016 DUNWOODY DRVehicle Sold10/7/2025 10/8/2025($37.53)($14.67)($4.03)($0.90)($6.71)($86.04)$149.88($9.45)($121.08)$266.69SCHWARTE, CRYSTAL LEASCHWARTE, CRYSTAL LEADIGGS, BRADLY TERRELL4307 RED HOOK RDMONROE, NC 28110Proration 0085562751 VHE5419 AUTHORIZED 706299666Refund Generated due to proration on Bill #0085562751-2024-2024-0000-00($4.05)($0.99)($0.43)($0.10)($0.72)705834288Refund Generated due to proration on Bill #0019904362-2024-2024-0000-00Vehicle Sold10/3/2025 10/6/2025WAXHAW, NC 28173Proration 0019904362 HMN2032 AUTHORIZEDSHIPMAN, JOHN DARRELSHIPMAN, JOHN DARREL8833 KENTUCKY DERBY DRSKORYKH, FRANCISKA NIKOLAEVNASKORYKH, FRANCISKA NIKOLAEVNA4105 MULLIS NEWSOME RD10/7/2025 10/8/2025($3.25)($1.27)($0.35)($0.08)($0.58)($7.46)$12.99($9.29)$15.58SHORTELL, RYAN PATRICKSHORTELL, RYAN PATRICKSHORTELL, NOAH JAMES80 BOLD DRYOUNGSVILLE, NC 27596Proration 0080337241 JKJ2521 AUTHORIZED 706300056Refund Generated due to proration on Bill #0080337241-2024-2024-0000-00Vehicle Totalled8003 ALMA BLVD($17.79)($6.41)($1.91)$26.11354995034Refund Generated due to proration on Bill #0083838064-2024-2024-0000-00Vehicle Sold10/31/2025 11/3/2025MONROE, NC 28110Proration 0083838064 VFL6306 AUTHORIZED($1.08)($13.82)$40.29SMALL, MAX HERRINGSMALL, MAX HERRING8003 ALMA BLVD($0.21)($1.58)($20.21)$55.38($8.81)($20.79)$0.00($2.83)($0.95)941732864Refund Generated due to proration on Bill #0085598815-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025WAXHAW, NC 28173Proration 0085598815 LKV6810 AUTHORIZEDSMALL, MAX HERRINGSMALL, MAX HERRING($0.33)($2.49)($31.95)$87.54($13.93)($32.87)$0.00($4.47)($1.50)941732872Refund Generated due to proration on Bill #0083148826-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025WAXHAW, NC 28173Proration 0083148826 LHZ1885 AUTHORIZEDST AUBIN, JEFFREY ALANST AUBIN, JEFFREY ALAN4017 SHADOWBROOK RDWAXHAW, NC 28173Proration 0081478306 VEF6979 AUTHORIZED 941111360Refund Generated due to proration on Bill #0081478306-2024-2024-0000-00($6.03)($18.56)$0.00($0.65)($0.15)826304381Refund Generated due to proration on Bill #0048484399-2024-2024-0000-00Vehicle Sold10/21/2025 10/22/2025MONROE, NC 28112Proration 0048484399 RCE2842 AUTHORIZEDSMITH, SUZANNE JANESMITH, SUZANNE JANE2007 FOREST HILLS LNVehicle Sold10/3/2025 10/8/2025($0.48)($1.13)$0.00($0.15)($0.05)($0.01)($0.08)($1.10)$3.00Page 19 of 24346 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($38.78) $0.00500 TAX ($91.50) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($12.43) $0.00003 TAX ($4.16) $0.00005 TAX ($0.92) $0.00004 TAX ($6.94) $0.00002 TAX ($88.93) $0.00Refund001 TAX ($23.50) ($1.16)600 TAX ($26.64) ($1.34)023 TAX ($7.37) ($0.37)003 TAX ($2.52) ($0.13)005 TAX ($0.56) ($0.03)004 TAX ($4.21) ($0.21)002 TAX ($53.89) ($2.69)Refund001 TAX ($4.49) $0.00700 TAX ($5.94) $0.00023 TAX ($1.41) $0.00003 TAX ($0.48) $0.00005 TAX ($0.11) $0.00004 TAX ($0.80) $0.00002 TAX ($10.29) $0.00Refund001 TAX ($11.70) $0.00019 TAX ($4.57) $0.00003 TAX ($1.25) $0.00005 TAX ($0.28) $0.00004 TAX ($2.09) $0.00002 TAX ($26.82) $0.00Refund001 TAX ($4.60) $0.00025 TAX ($1.41) $0.00003 TAX ($0.49) $0.00005 TAX ($0.11) $0.00004 TAX ($0.83) $0.00002 TAX ($10.55) $0.00Refund001 TAX $0.00 $0.00600 TAX $41.22 $0.00200 TAX ($111.96) $0.00200 VEHICLE FEE ($30.00) $0.00019 TAX $14.21 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($20.12) $0.00026 TAX ($4.90) $0.00003 TAX ($2.16) $0.00005 TAX ($0.48) $0.00004 TAX ($3.60) $0.00002 TAX ($46.14) $0.00Refund001 TAX ($28.98) $0.00500 TAX ($68.37) $0.00500 VEHICLE FEE $0.00 $0.00028 TAX ($9.29) $0.00003 TAX ($3.11) $0.00005 TAX ($0.69) $0.00004 TAX ($5.18) $0.00002 TAX ($66.45) $0.00Refund001 TAX ($5.23) $0.00600 TAX ($5.94) $0.00023 TAX ($1.64) $0.00003 TAX ($0.56) $0.00005 TAX ($0.13) $0.00004 TAX ($0.94) $0.00002 TAX ($12.01) $0.00RefundSTANTON, BRADLEY WILLIAMSTANTON, BRADLEY WILLIAM1982 TRACE CREEK DR($0.92)($6.94)($88.93)$243.66($38.78)($91.50)$0.00($12.43)($4.16)944349184Refund Generated due to proration on Bill #0083404669-2024-2024-0000-00Vehicle Sold10/21/2025 10/22/2025WAXHAW, NC 28173Proration 0083404669 LDF3566 AUTHORIZED($24.66)($27.98)($7.74)($2.65)($0.59)825558762Refund Generated due to proration on Bill #0087244502-2024-2024-0000-00Vehicle Sold10/16/2025 10/17/2025INDIAN TRAIL, NC 28079Proration 0087244502 RJL3486 AUTHORIZEDSTEPANOV, IVANSTEPANOV, IVAN558 STEPHEN FOSTER WAYVehicle Sold10/31/2025 11/3/2025($4.49)($5.94)($1.41)($0.48)($0.11)($0.80)($10.29)$23.52($4.42)($56.58)$124.62STEPANYUK, VASILIYSTEPANYUK, VASILIY1231 HAWTHORNE DRINDIAN TRAIL, NC 28079Proration 0016625730 TFV9391 AUTHORIZED 828320129Refund Generated due to proration on Bill #0016625730-2024-2024-0000-00($11.70)($4.57)($1.25)($0.28)($2.09)709307148Refund Generated due to proration on Bill #0059530892-2024-2024-0000-00Vehicle Sold10/28/2025 10/29/2025MONROE, NC 28110Proration 0059530892 JCJ5648 AUTHORIZEDSTEVENS, JANICE FUNDERBURKSTEVENS, JANICE FUNDERBURKSTEVENS, LEROY221 WATERLEMON WAYSTONE, JANELLE DIANESTONE, JANELLE DIANEMARONEY, ALEXIS DIANNE1014 MISSOURI RIVER LN10/28/2025 10/29/2025($4.60)($1.41)($0.49)($0.11)($0.83)($10.55)$17.99($26.82)$46.71STIRZEL, CHARLES RICHARDSTIRZEL, CHARLES RICHARDSTIRZEL, PAMELA MICHELLE6124 HAWK VIEW RDWAXHAW, NC 28173Proration 0054682731 TCP2752 AUTHORIZED 709307652Refund Generated due to proration on Bill #0054682731-2024-2024-0000-00Vehicle Sold$0.00$0.00$0.00$0.00$86.53$0.00$41.22($111.96)($30.00)$14.211057850370Refund Generated due to adjustment on Bill #0082903522-2024-2024-0000Situs error 10/1/2025UNIONVILLE, NC 28110Adjustment < $1000082903522 PLH3527 PENDING($20.12)($4.90)($2.16)($0.48)($3.60)708232308Refund Generated due to proration on Bill #0060376677-2024-2024-0000-00Vehicle Sold10/20/2025 10/21/2025WAXHAW, NC 28173Proration 0060376677 JCV8776 AUTHORIZEDTAKENAKA, TOMOKOTAKENAKA, TOMOKO916 LILLIESHALL RD10/28/2025 10/29/2025($28.98)($68.37)$0.00($9.29)($3.11)($0.69)($5.18)($66.45)$182.07($46.14)$77.40TEMPLETON, GRIFFIN CALEBTEMPLETON, GRIFFIN CALEB102 GLENDALE AVECONCORD, NC 28025Proration 0066191782 HCS9813 AUTHORIZED 945742032Refund Generated due to proration on Bill #0066191782-2024-2024-0000-00Vehicle Sold($5.23)($5.94)($1.64)($0.56)($0.13)825361754Refund Generated due to proration on Bill #0071305566-2024-2024-0000-00Insurance Lapse10/15/2025 10/16/2025INDIAN TRAIL, NC 28079Proration 0071305566 HJB9334 AUTHORIZEDTHOMAS, KYLE KENNEDYTHOMAS, KYLE KENNEDY2022 HOUNDSCROFT RD($0.94)($12.01)$26.45Page 20 of 24347 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($33.38) $0.00200 TAX ($102.78) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($3.58) $0.00005 TAX ($0.80) $0.00004 TAX ($5.97) $0.00002 TAX ($76.54) $0.00Refund001 TAX $0.00 $0.00200 TAX ($21.16) ($2.01)200 VEHICLE FEE ($30.00) $0.00500 TAX $16.21 $1.54500 VEHICLE FEE $25.00 $0.00028 TAX $2.20 $0.21003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($36.15) $0.00800 TAX ($5.54) $0.00026 TAX ($8.82) $0.00003 TAX ($3.87) $0.00005 TAX ($0.86) $0.00004 TAX ($6.47) $0.00002 TAX ($82.88) $0.00Refund001 TAX ($37.53) $0.00800 TAX ($5.75) $0.00026 TAX ($9.15) $0.00003 TAX ($4.02) $0.00005 TAX ($0.89) $0.00004 TAX ($6.71) $0.00002 TAX ($86.04) $0.00Refund001 TAX ($23.12) $0.00200 TAX ($71.19) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($2.48) $0.00005 TAX ($0.55) $0.00004 TAX ($4.13) $0.00002 TAX ($53.01) $0.00Refund001 TAX ($15.94) $0.00017 TAX ($5.74) $0.00003 TAX ($1.71) $0.00005 TAX ($0.38) $0.00004 TAX ($2.85) $0.00002 TAX ($36.55) $0.00Refund001 TAX ($3.13) $0.00800 TAX ($0.48) $0.00026 TAX ($0.76) $0.00003 TAX ($0.34) $0.00005 TAX ($0.07) $0.00004 TAX ($0.56) $0.00002 TAX ($7.19) $0.00Refund001 TAX $0.00 $0.00600 TAX $51.37 $0.00200 TAX ($132.97) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $13.96 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00RefundVehicle Sold10/14/2025 10/15/2025($33.38)($102.78)$0.00($3.58)($0.80)($5.97)($76.54)$223.05THOMAS, LARRY CALVINTHOMAS, LARRY CALVIN1413 WILLIAMSBURG LNMONROE, NC 28110Proration 0075310309 ZR8850 AUTHORIZED 825164067Refund Generated due to proration on Bill #0075310309-2024-2024-0000-00$0.00$0.00$0.00$0.00$0.00($23.17)($30.00)$17.75$25.001176006570Refund Generated due to adjustment on Bill #0087105928-2024-2024-0000Situs error 10/2/2025HENDERSON, NC 27537Adjustment < $1000087105928 1759HP PENDING10/31/2025($36.15)($5.54)($8.82)($3.87)($0.86)($6.47)($82.88)$144.59$8.01TOMASELLO, JOSEPH RALPHTOMASELLO, JOSEPH RALPHTOMASELLO, KATHLEEN ALLPO BOX 70HOLLYWOOD, SC 29449Proration 0076423563 JDN4436 AUTHORIZED 828044049Refund Generated due to proration on Bill #0076423563-2024-2024-0000-00Reg . Out of state10/30/2025TODD, CARL GLENN JRTODD, CARL GLENN JR350 CROSS CREEK RD$2.41($37.53)($5.75)($9.15)($4.02)($0.89)828044056Refund Generated due to proration on Bill #0081612479-2024-2024-0000-00Reg . Out of state10/30/2025 10/31/2025HOLLYWOOD, SC 29449Proration 0081612479 JEE9748 AUTHORIZEDTOMASELLO, KATHLEEN ALLTOMASELLO, KATHLEEN ALLTOMASELLO, JOSEPH RALPHPO BOX 70Vehicle Sold10/10/2025 10/14/2025($23.12)($71.19)$0.00($2.48)($0.55)($4.13)($53.01)$154.48($6.71)($86.04)$150.09TSEVAN, ANDREITSEVAN, ANDREI424 WHARTON STMONROE, NC 28110Proration 0085552959 VHE5411 AUTHORIZED 824668250Refund Generated due to proration on Bill #0085552959-2024-2024-0000-00($15.94)($5.74)($1.71)($0.38)($2.85)709274520Refund Generated due to proration on Bill #0076752725-2024-2024-0000-00Vehicle Totalled10/27/2025 10/28/2025MONROE, NC 28110Proration 0076752725 TFE3415 AUTHORIZEDTURCHINA, LYUBOV PAVLOVNATURCHINA, LYUBOV PAVLOVNA7918 MORGAN MILL RDUTILITY LINES CONSTRUCTION SERVICES LLCUTILITY LINES CONSTRUCTION SERVICES LLC550 W 36TH ST10/2/2025 10/3/2025($3.13)($0.48)($0.76)($0.34)($0.07)($0.56)($7.19)$12.53($36.55)$63.17UNKS, LEE ROBERTUNKS, LEE ROBERT3076 ANCESTRY CIRMATTHEWS, NC 28104Proration 0057950902 HLS4216 AUTHORIZED 823204396Refund Generated due to proration on Bill #0057950902-2024-2024-0000-00Vehicle Sold$0.00$0.00$0.00$0.00$97.64$0.00$51.37($132.97)($30.00)$13.961058404221Refund Generated due to adjustment on Bill #0087552896-2025-2025-0000Situs error 10/2/2025JASPER, IN 47546Adjustment < $1000087552896 LKT8003 PENDINGPage 21 of 24348 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX $0.00 $0.00200 TAX ($5.02) $0.00200 VEHICLE FEE ($30.00) $0.00022 TAX $0.82 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX $0.00 $0.00600 TAX $9.13 $0.00200 TAX ($23.63) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $2.48 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($4.04) $0.00026 TAX ($0.98) $0.00003 TAX ($0.43) $0.00005 TAX ($0.10) $0.00004 TAX ($0.72) $0.00002 TAX ($9.26) $0.00Refund001 TAX ($14.42) $0.00019 TAX ($5.64) $0.00003 TAX ($1.55) $0.00005 TAX ($0.35) $0.00004 TAX ($2.58) $0.00002 TAX ($33.06) $0.00Refund001 TAX ($17.38) $0.00200 TAX ($53.51) $0.00200 VEHICLE FEE $0.00 $0.00003 TAX ($1.86) $0.00005 TAX ($0.42) $0.00004 TAX ($3.11) $0.00002 TAX ($39.85) $0.00Refund001 TAX ($7.74) $0.00028 TAX ($2.48) $0.00003 TAX ($0.83) $0.00005 TAX ($0.18) $0.00004 TAX ($1.38) $0.00002 TAX ($17.74) $0.00Refund001 TAX ($23.24) $0.00800 TAX ($3.56) $0.00026 TAX ($5.67) $0.00003 TAX ($2.49) $0.00005 TAX ($0.55) $0.00004 TAX ($4.16) $0.00002 TAX ($53.29) $0.00Refund001 TAX $0.00 $0.00600 TAX $2.39 $0.00200 TAX ($6.48) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $0.69 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($9.71) $0.00015 TAX ($3.28) $0.00003 TAX ($1.04) $0.00005 TAX ($0.23) $0.00004 TAX ($1.73) $0.00002 TAX ($22.27) $0.00RefundVARTANIAN, MARCY KAYVARTANIAN, MARCY KAY1030 GLENNVALLEY LNAPT 303$0.00$0.00$0.00$34.20$0.00($5.02)($30.00)$0.82$0.00942244408Refund Generated due to adjustment on Bill #0087626826-2025-2025-0000Situs error 10/9/2025WINGATE, NC 28174Adjustment < $1000087626826 VHE7171 PENDINGVALDEZ, DANIEL SCOTTVALDEZ, DANIEL SCOTT3326 OLD MARSH ST$0.00$0.00$0.00$0.00$42.02$0.00$9.13($23.63)($30.00)$2.481058404230Refund Generated due to adjustment on Bill #0087550198-2025-2025-0000Situs error 10/2/2025INDIAN TRAIL, NC 28079Adjustment < $1000087550198 LMH4404 PENDING($4.04)($0.98)($0.43)($0.10)($0.72)708643722Refund Generated due to proration on Bill #0045519958-2024-2024-0000-00Vehicle Sold10/23/2025 10/24/2025WAXHAW, NC 28173Proration 0045519958 DMJ9830 AUTHORIZEDVASCONCELLOS, MARK ALLANVASCONCELLOS, MARK ALLANVASCONCELLOS, MELINDA BETH8903 GLENROSE PL10/16/2025 10/17/2025($14.42)($5.64)($1.55)($0.35)($2.58)($33.06)$57.60($9.26)$15.53VENABLE, SHEILA MARIEVENABLE, SHEILA MARIE4719 KIDDLE LNMONROE, NC 28110Proration 0066773323 CLV7425 AUTHORIZED 707622744Refund Generated due to proration on Bill #0066773323-2024-2024-0000-00Vehicle Sold($17.38)($53.51)$0.00($1.86)($0.42)826961646Refund Generated due to proration on Bill #0080781034-2024-2024-0000-00Vehicle Sold10/24/2025 10/27/2025MONROE, NC 28110Proration 0080781034 PANDA28 AUTHORIZEDVILLAFUERTE, JAN MICHELLE BETONVILLAFUERTE, JAN MICHELLE BETON3350 MAPLE LILAC CTAPT BVehicle Sold10/16/2025 10/17/2025($7.74)($2.48)($0.83)($0.18)($1.38)($17.74)$30.35($3.11)($39.85)$116.13WALLACE, LORRAINEWALLACE, LORRAINEWALLACE, PAUL JOHN1124 MEANDER LNWAXHAW, NC 28173Proration 0083659868 JDZ3209 AUTHORIZED 707622972Refund Generated due to proration on Bill #0083659868-2024-2024-0000-00WATKINS, CALEB NATHANWATKINS, CALEB NATHAN1714 ARLIGILL LANEMATTHEWS, NC 28104Adjustment < $1000082780394 RKE1585 PENDING 1064983014Refund Generated due to adjustment on Bill #0082780394-2024-2024-0000($23.24)($3.56)($5.67)($2.49)($0.55)826960694Refund Generated due to proration on Bill #0052156469-2024-2024-0000-00Vehicle Totalled10/24/2025 10/27/2025WAXHAW, NC 28173Proration 0052156469 PMN2852 AUTHORIZEDWANSLEY, HAL BRANTLEY IIIWANSLEY, HAL BRANTLEY IIIWANSLEY, ANGELA FAITH136 HIGHCLERE DRSitus error 10/31/2025$0.00$2.39($6.48)($30.00)$0.69$0.00$0.00$0.00$0.00$33.40($4.16)($53.29)$92.96($9.71)($3.28)($1.04)($0.23)($1.73)709307010Refund Generated due to proration on Bill #0086748815-2024-2024-0000-00Vehicle Sold10/28/2025 10/29/2025MONROE, NC 28112Proration 0086748815 ELR9069 AUTHORIZEDWEATHERS, GREGORY LAJANWEATHERS, GREGORY LAJAN1516 S ROCKY RIVER RD($22.27)$38.26Page 22 of 24349 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX $0.00 $0.00600 TAX $12.00 $0.00200 TAX ($31.06) $0.00200 VEHICLE FEE ($30.00) $0.00020 TAX $3.26 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($15.80) $0.00025 TAX ($4.86) $0.00003 TAX ($1.69) $0.00005 TAX ($0.37) $0.00004 TAX ($2.82) $0.00002 TAX ($36.23) $0.00Refund001 TAX $0.00 $0.00200 TAX ($58.69) $0.00200 VEHICLE FEE ($30.00) $0.00028 TAX $6.11 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund001 TAX ($21.21) $0.00600 TAX ($24.04) $0.00020 TAX ($6.95) $0.00003 TAX ($2.27) $0.00005 TAX ($0.51) $0.00004 TAX ($3.80) $0.00002 TAX ($48.63) $0.00Refund001 TAX ($10.65) $0.00025 TAX ($3.27) $0.00003 TAX ($1.14) $0.00005 TAX ($0.25) $0.00004 TAX ($1.91) $0.00002 TAX ($24.42) $0.00Refund001 TAX ($5.06) ($0.48)101 TAX ($2.54) ($0.24)101 VEHICLE FEE $0.00 $0.00026 TAX ($1.37) ($0.13)003 TAX ($0.48) ($0.05)005 TAX ($0.21) ($0.02)004 TAX ($1.76) ($0.17)002 TAX ($12.05) ($1.14)Refund001 TAX ($18.67) $0.00026 TAX ($4.55) $0.00003 TAX ($2.00) $0.00005 TAX ($0.45) $0.00004 TAX ($3.34) $0.00002 TAX ($42.82) $0.00Refund001 TAX ($5.98) $0.00700 TAX ($7.91) $0.00020 TAX ($1.96) $0.00003 TAX ($0.64) $0.00005 TAX ($0.14) $0.00004 TAX ($1.07) $0.00002 TAX ($13.71) $0.00Refund001 TAX $0.00 $0.00200 TAX ($13.82) $0.00200 VEHICLE FEE ($30.00) $0.00024 TAX $2.03 $0.00003 TAX $0.00 $0.00005 TAX $0.00 $0.00004 TAX $0.00 $0.00002 TAX $0.00 $0.00Refund10/24/2025$0.00$12.00($31.06)($30.00)$3.26$0.00$0.00$0.00$0.00$45.80WHITE, FREDERICK IRWINWHITE, FREDERICK IRWINWHITE, CAROL JO135 CHESTNUT LN APT 213STALLINGS, NC 28104Adjustment < $1000087770259 RKY9446 PENDING 1063234971Refund Generated due to adjustment on Bill #0087770259-2025-2025-0000Situs error($15.80)($4.86)($1.69)($0.37)($2.82)705835398Refund Generated due to proration on Bill #0075464567-2024-2024-0000-00Vehicle Totalled10/3/2025 10/8/2025WAXHAW, NC 28173Proration 0075464567 ZXE7808 AUTHORIZEDWHITED, MICHAEL CALEBWHITED, MICHAEL CALEB7521 DAVIS RD10/2/2025$0.00($58.69)($30.00)$6.11$0.00$0.00$0.00$0.00$82.58($36.23)$61.77WIEGMAN, SHELBY CLAIREWIEGMAN, SHELBY CLAIRE6609 WYCLIFFE AVEBC6WAXHAW, NC 28173Adjustment < $1000081761799 LEK5883 PENDING 940805472Refund Generated due to adjustment on Bill #0081761799-2024-2024-0000Situs error($21.21)($24.04)($6.95)($2.27)($0.51)827486807Refund Generated due to proration on Bill #0076275148-2024-2024-0000-00Vehicle Sold10/27/2025 10/28/2025INDIAN TRAIL, NC 28079Proration 0076275148 KHA8814 AUTHORIZEDWILKES, STEPHEN RAYWILKES, STEPHEN RAYWILKES, DEBORAH LEAGAN1002 LINSTEAD DRWISE, AVERY HARRISONWISE, AVERY HARRISON8406 VIKING DRVehicle Sold10/20/2025 10/21/2025($10.65)($3.27)($1.14)($0.25)($1.91)($24.42)$41.64($3.80)($48.63)$107.41WILSON, TIFFANY BENITAWILSON, TIFFANY BENITA8310 LANCASTER HWYWAXHAW, NC 28173Proration 0078849772 VDK6993 AUTHORIZED 708232332Refund Generated due to proration on Bill #0078849772-2024-2024-0000-00($0.23)($1.93)($13.19)$25.70($5.54)($2.78)$0.00($1.50)($0.53)945097144Refund Generated due to adjustment on Bill #0087759826-2025-2025-0000-00Exempt Property10/24/2025WAXHAW, NC 28173Adjustment < $1000087759826 47909 PENDING($18.67)($4.55)($2.00)($0.45)($3.34)706300518Refund Generated due to proration on Bill #0065730796-2024-2024-0000-00Vehicle Sold10/7/2025 10/8/2025WAXHAW, NC 28173Proration 0065730796 GENAU AUTHORIZEDWOLF, JOHN RICHTERWOLF, JOHN RICHTER200 MONTROSE DRYARD, GUILLERMO EVANSYARD, GUILLERMO EVANS4633 OLD PAGELAND MOMROERD10/16/2025 10/17/2025($5.98)($7.91)($1.96)($0.64)($0.14)($1.07)($13.71)$31.41($42.82)$71.83WRIGHT, ROGER WRIGHT, ROGER3200 STEVENS MILL RD # BMATTHEWS, NC 28104Proration 0082995006 TKD9367 AUTHORIZED 825559973Refund Generated due to proration on Bill #0082995006-2024-2024-0000-00Vehicle Totalled$0.00$0.00$0.00$41.79$0.00($13.82)($30.00)$2.03$0.00942244336Refund Generated due to adjustment on Bill #0087639837-2025-2025-0000Situs error 10/9/2025MONROE, NC 28112Adjustment < $1000087639837 VHE7172 PENDINGPage 23 of 24350 Payee NameSecondary OwnerAddress 1 Address 3 Refund Type Bill # Plate Number Status Transaction # Refund DescriptionRefund ReasonCreate DateAuthorization DateTax Jurisdiction Levy Type Change Interest ChangeNorth Carolina Vehicle Tax SystemPending Refund ReportPrimary Owner Address 2Total Change001 TAX ($20.54) $0.00600 TAX ($23.29) $0.00023 TAX ($5.55) $0.00003 TAX ($2.20) $0.00005 TAX ($0.49) $0.00004 TAX ($3.67) $0.00002 TAX ($47.10) $0.00Refund001 TAX ($31.17) $0.00028 TAX ($9.99) $0.00003 TAX ($3.34) $0.00005 TAX ($0.75) $0.00004 TAX ($5.58) $0.00002 TAX ($71.47) $0.00Refund001 TAX ($67.24) $0.00800 TAX ($10.30) $0.00026 TAX ($16.40) $0.00003 TAX ($7.21) $0.00005 TAX ($1.61) $0.00004 TAX ($12.03) $0.00002 TAX ($154.17) $0.00Refund001 TAX ($0.77) ($0.06)600 TAX ($0.87) ($0.07)020 TAX ($0.25) ($0.02)003 TAX ($0.08) ($0.01)005 TAX ($0.02) $0.00004 TAX ($0.14) ($0.01)002 TAX ($1.76) ($0.14)RefundRefund Total1004 JOSEY LN$268.96ZAMIN, ZACHARY JOSEPH CONSTANTINZAMIN, ZACHARY JOSEPH CONSTANTIN3750 DOVE TREE LNROCK HILL, SC 29732Proration 0070367119 TKV5580 AUTHORIZED 708644958Refund Generated due to proration on Bill #0070367119-2024-2024-0000-00($20.54)($23.29)($5.55)($2.20)($0.49)823203178Refund Generated due to proration on Bill #0075778995-2023-2023-0000-00Other Errors10/2/2025 10/3/2025INDIAN TRAIL, NC 28079Proration 0075778995 RCM2324 AUTHORIZEDYEFIMOV, ELENAYEFIMOV, ELENAReg . Out of state10/23/2025 10/24/2025($31.17)($9.99)($3.34)($0.75)($5.58)($71.47)$122.30($3.67)($47.10)$102.84($12.03)($154.17)ZWIERZYNSKI, JOHN PETERZWIERZYNSKI, JOHN PETER1004 LAVENHAM PLINDIAN TRAIL, NC 28079Proration 0065472982 JMZ4295 AUTHORIZED 828043790Refund Generated due to proration on Bill #0065472982-2024-2024-0000-00($67.24)($10.30)($16.40)($7.21)($1.61)826303968Refund Generated due to proration on Bill #0082396709-2024-2024-0000-00Vehicle Sold10/21/2025 10/22/2025WEDDINGTON, NC 28104Proration 0082396709 KAT7226 AUTHORIZEDZHANG, YU ZHANG, YU XIAN, HUI2001 WHITE MAGNOLIA LN$18443.00Vehicle Sold10/30/2025 10/31/2025($0.83)($0.94)($0.27)($0.09)($0.02)($0.15)($1.90)$4.20Page 24 of 24351 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-724 Agenda Date:12/8/2025 TITLE:..title FY2026 Budget Transfers Reporting - 1st Quarter INFORMATION CONTACT: Blake Hart, Assistant Director, Budget & Grants Management, 704-283-3674 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Per section XV, XVI, XVII, XVIII, XIX, and XX of the FY 2026 Adopted Operating and Capital Budget Ordinance, management reports the following County Manager Budget Amendments (CMBA) made by the County Manager for the first quarter of fiscal year 2026. CMBA 1: To transfer funds from the FY 2026 Class & Compensation Phase 3, to implement phase 3 of the Class & Compensation Plan in the General, Water and Sewer and Solid Waste funds. CMBA 2: Transfer funds from the UCSO Central Vehicle Allocation to the Sheriff's Office for the purchase of vehicles and associated upfit equipment. CMBA 3: To appropriate 2025 Charlotte Regional Transportation Planning Organization (CRTPO) funds and municipal contributions for Critical Intersection Design Projects. CMBA 4: Transfer Centralized Revenues & Expenditures Vehicle Capital Outlay funds to the departments receiving the approved vehicle replacements: HS - Social Services, the Fire Marshal's Office, and Fleet Services. CMBA 5: To appropriate revenues and expenses received through a Duke Energy Foundation grant for storm preparedness and natural disaster readiness. CMBA 6: To roll ARPA enabled funds for the Well Rehabilitation program. Project will provide needed repairs to a resident. CMBA 7: To appropriate revenue and fund balance/retained earnings for outstanding contracts, purchase orders and available project/program balances for expenditures, projects and programs of Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™352 File #:25-724 Agenda Date:12/8/2025 fiscal year 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™353 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-736 Agenda Date:12/8/2025 TITLE:..title Rezoning Petition RZ-2025-010 Haney INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner - Long Range Planning, 704-283-3690 ACTION REQUESTED: Approve or deny proposed rezoning PRIOR BOARD ACTIONS: November 17, 2025, Agenda Item 25-686, Conduct public hearing 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 HC (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. A public hearing was conducted November 17, 2025, and no one spoke for or against the proposed rezoning. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™354 . . . 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 09-131-001 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 09-131-001. 355 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 356 unioncountync.gov Environmental Features:There are no streams, wetlands or floodplain on site. 357 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. 358 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. 359 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. 360 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. 361 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. 362 363 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 364 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. 365 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. 366 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 367 368 BOCC Motions for Proposed Amendment to the Union County Zoning Map (RZ-2025-010) 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). 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. 369 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-737 Agenda Date:12/8/2025 TITLE:..title Rezoning Petition CZ-2024-005 Secrest INFORMATION CONTACT: Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690 ACTION REQUESTED: Approve or deny proposed rezoning PRIOR BOARD ACTIONS: November 17, 2025, Agenda Item 25-685, Conduct public hearing 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. A public hearing was held November 17, 2025, and no one spoke for or against this proposed rezoning. FINANCIAL IMPACT: None. Union County, NC Printed on 11/25/2025Page 1 of 1 powered by Legistar™370 . . . 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 371 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 372 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. 373 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. 374 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. 375 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. 376 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. Two residents have emailed letters of support for the rezoning. 377 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. 378 379 380 Matt Construction Inc.Secrest Short Cut RoadArea61562062061561561561561512'12'9'19'12'12'40'50'SECREST SHORTCUT ROADSR 150130'20' 40'10'12'12'R10'R10'R3' R10'R3'R3' 12'12' R25'R25'25'25'40'40'100'4108 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' EDUCATION6615 SECREST SHORTCUT ROAD (PARCEL ID 07042002A)VANCE TOWNSHIP, UNION COUNTY, NORTH CAROLINA 2807903/21/202525108© ROSENAU ENGINEERING, PLLCJONATHAN S. ROSENAUNC P.E. #037143Sheet: 1File: . . \ R e f e r e n c e s \ D e t a i l s p d f \ N C 8 1 1 B a n n e r 2 0 1 8 . p d f Missi n g o r i n v a l i d r e f e r e n c eCONDITIONALZONING PLANCZP-1ROSENAU ENGINEERING40 0 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 REQUIREDSymbol DescriptionLEGENDSTORM 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.5 SHRUBS 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 ID NAME MAILING ADDRESS07045015HONEYCUTT FAMILY FARMS LLC 6510 SECREST SHORTCUT RD, INDIAN TRAIL, NC 2807907042001PAUL C & FAITH W LEVERING 5817 WOODY GROVE RD, INDIAN TRAIL, NC 280790042003ARBOR GLEN COMMUNITY ASSOCIATION INC C/O COMMUNITY ASSOCIATION MANAGEMENT, CHARLOTTE, NC 2827107042088FKH SFR PROPCO ALP C/O FIRSTKEY HOMES LLC, ATLANTA, GA 3033907042089VALENTINA POMERLYAN 1021 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042090REGINALD T JENKINS & MELISSA BROWN-JENKINS 1019 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042091JOHN MICHAL & ALICIA PAULSEN VAN HEESCH 1017 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042092ERVING & ZULMA TORRES 1015 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042093NIKITA IGOREVICH SAVCHENKO & OLENA PATRISIIA HYNKU 1013 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042094ASSEFA FOLLE & YODIT ADMASU 1011 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042095MIGUEL A ELCORROBARRUTIA 1009 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042096GEBREGIRHANE T ASFEHA & ASTER Z GEBRE 1007 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042097JOHN CHARLES CLARK JR 1855 SAINT THOMAS RD, VISTA, CA 9208107042098FRANCIS MARINO JR & ANGELA MARINO 1003 SOUTHWIND TRAIL DR, INDIAN TRAIL, NC 2807907042139ARBOR GLEN COMMUNITY ASSOCIATION INC C/O COMMUNITY ASSOCIATION MANAGEMENT, CHARLOTTE, NC 2827107021335ABONTERRA VILLAGE HOMEOWNERS ASSOCIATION INC 2403 BONTERRA BLVD, INDIAN TRAIL, NC 2807907021335PINE CREEK LAND COMPANY LLC PO 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 0 7 0 4 2 0 9 0 OWNER: R E G I N A L D J E N K I N S & M E L I S S A BROWN-JE N K I N S ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESI D E N T I A L PARCEL 0 7 0 4 2 0 9 1 OWNER: M I C H A L & A L I C I A V A N H E E S C H ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESID E N T I A L PARCEL 0 7 0 4 2 0 9 2 OWNER: ER V I N G & Z U L M A T O R R E S ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESID E N T I A L PARCEL 07 0 4 2 0 9 3 OWNER: N I K I T A S A V C H E N K O & O L E N A HYNKU ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESID E N T I A L PARCEL 0 7 0 4 2 0 9 4 OWNER: A S S E F A F O L L E & Y O D I T ADMASU ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESI D E N T I A L PARCEL 0 7 0 4 2 0 9 5 OWNER: M I G U E L ELCORRO B A R R U T I A ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESID E N T I A L PARCEL 07 0 4 2 0 9 6 OWNER: G E B R E G I R H A N E A S F E H A & ASTER GE B R E ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESI D E N T I A L PARCEL 07 0 4 2 0 9 7 OWNER: C H A R L E S C L A R K , J R ZONING: S F - 1 ( I N D I A N T R A I L ) USE: RESI D E N T I A L PARCEL 07 0 4 2 0 9 8 OWNER: F R A N C I S & ANGELA M A R I N O ZONING: S F - 1 ( I T ) USE: RESID E N T I A L PARCEL 07 0 4 2 1 3 9 OWNER: A R B O R GLEN COM M U N I T Y ASSOCIAT I O N I N C ZONING: S F - 1 ( I T ) USE: RESID E N T I A L OPEN SPA C E 100 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)381 Digitally signed by Jonathan S Rosenau'Date: 2025.08.22 14:40:11 -04'00 Real Property Appraisers and Consultants 1125 East Morehead Street, Suite 202, Charlotte, 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. 382 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. 383 IMPACT STUDY – PROPOSED FLEA MARKET Page 3 of 27 (SECREST 25-112\Impact Study) AERIAL 384 IMPACT STUDY – PROPOSED FLEA MARKET Page 4 of 27 (SECREST 25-112\Impact Study) CONDITIONAL ZONING PLAN385 IMPACT STUDY – PROPOSED FLEA MARKET Page 5 of 27 (SECREST 25-112\Impact Study) CONDITIONAL ZONING PLAN DETAILS 386 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 387 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 388 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 389 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 390 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. 391 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 $130 per square foot. There is no evidence that being near the flea market impacted values negatively. An overview follows. 392 IMPACT STUDY – PROPOSED FLEA MARKET Page 12 of 27 (SECREST 25-112\Impact Study) AERIAL RED = FLEA MARKET BLUE = SALE NEAR FLEA MARKET GREEN = SALE AWAY FROM FLEA MARKET Address Date Price Size (SF) Year Built Acre Price/SF Note 6010 Willow Branch Ct. 2-Apr-18 399,915$ 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 393 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 394 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 395 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 396 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 397 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 398 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 399 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 400 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 401 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 402 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 403 IMPACT STUDY – PROPOSED FLEA MARKET Page 23 of 27 (SECREST 25-112\Impact Study) ADDENDA 404 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 405 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 x 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 x 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 x Confirmed Expert Witness for Real Estate Appraisal Mecklenburg County Cumberland County Rowan County 406 IMPACT STUDY – PROPOSED FLEA MARKET Page 26 of 27 (SECREST 25-112\Impact Study) AFFILIATIONS AND ACTIVITIES x South Carolina Certified General Real Estate Appraiser, 2011 to present, License No. 6879 x North Carolina Certified General Real Estate Appraiser, 2009 to present, License No. A7120 x Member Appraisal Institute # 498545 x North Carolina State Registered Trainee, 2006 to 2009, Certificate No. T4475 RELATED EXPERIENCE x T.B. Harris, Jr. & Associates Charlotte, North Carolina July 2009-Present – Appraiser, participating in all aspects of the appraisal process. x 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 407 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 408 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 409 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. 410 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. 411 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 412 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 413 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, 414 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. 415 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. 416 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 417 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 418 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. 419 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. 420 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. 421 BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2024-005) 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. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition CZ-2024-005 from Karmyne Milton; and (ii) adopt the consistency and reasonableness statement for denial. 422 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 423 424 Dear Members of the Union County Board of Commissioners, I am writing to express my full support for the Rezoning Petition CZ-2024-005 Secrest currently under your consideration. As a resident and a member of our community, I believe that this development holds great potential to bring valuable benefits to Union County. I see this project as a significant opportunity for economic growth and job creation. It can enhance our local economy, provide new services and amenities, and contribute to the overall vitality of our area. I understand that any development comes with careful consideration, and I trust that this project will be planned and executed in a way that aligns with the best interests of our community. Thank you for your time and consideration. I look forward to seeing the positive impact that this development will bring. Sincerely, Jayme Bettes 1420 Brooksland Pl., Waxhaw, NC 28173 425 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-694 Agenda Date:12/8/2025 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 11/25/2025Page 1 of 2 powered by Legistar™426 File #:25-694 Agenda Date:12/8/2025 • 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 11/25/2025Page 2 of 2 powered by Legistar™427 Rural Land Use Plan 428 . . . 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 32 429 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 15 430 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 431 . . . 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. 432 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 1 433 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. 434 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 2 435 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 4 436 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 6 437 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. 438 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 439 12 resources in their jurisdictions. FIGURE 7 440 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 441 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. 442 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 443 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. 444 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 445 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. 446 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: x Communicates value: A vision statement communicates the organization's value and commitment to achieving its goals. x Guides direction: A vision statement directly motivates the organization's direction and purpose. x Inspires growth: A vision statement inspires the organization's growth. x Uses abstract language: Vision statements often use abstract language instead of vivid imagery. x 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 11 447 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. 448 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: x Are a policy or action designed to achieve a goal. x Are the teeth of the plan. x Need to be thought through to avoid unintended consequences. x 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: x Privately permitted septic systems x 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. x 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. x Increasing/reducing the number of commercial nodes - Rural Centers function as small scale civic and commercial centers for rural areas of the County. FIGURE 12 449 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. x 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. x 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. x 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. x 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. x 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 450 23 position. FIGURE 13 x 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. x 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 451 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 14 452 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 453 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. x South Providence Road and NC 200 x South Rocky River Road, Parkwood School Road, and NC 200 x Plyler Mill and Griffith Roads x New Salem Road, Carl Polk Road, and Sugar and Wine Road x Love Mill Road and NC 218 x 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 454 27 plan, along with amendments to the UDO and funding commitments by the Board of Commissioners. 455 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. 456 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. 457 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. 458 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. 459 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. 460 461 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. 462 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 463 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:25-749 Agenda Date:12/8/2025 TITLE:..title Consider Conveyance of County Owned Property in Union County Industrial Park (Project Canopy) INFORMATION CONTACT: Ron Mahle, Economic Development, Director, 980-476-5279 ACTION REQUESTED: 1) Authorize the conveyance of a fee simple interest in approximately 60.97 acres of certain property (Union County Tax Parcel #09372003D), subject to all easements, right of ways, and other restrictions of record, to McGee Corporation, their subsidiary or affiliated entity, in exchange for $4,267,900.00 in cash; 2) Find that the fair market value of the interest to be conveyed is $4,267,900.00; 3) Find that the sale of such land will stimulate the local economy, promote business, and result in the creation of at least 35 new jobs with a probable average hourly wage of $30.28 to be paid to workers on the property; and 4) Authorize the County Manager to i) negotiate and execute any documentation and agreement substantially consistent with this agenda item and necessary to effectuate such sale, ii) exercise any extension term options set forth in the Agreement, and iii) terminate the Agreement if deemed in the best interest of the County, each in the County Manager’s discretion. PRIOR BOARD ACTIONS: 1) October 20, 2025, Regular Meeting, Agenda Item #25-624 - Public Hearing Conducted for consideration of Step 4 Economic Development Incentive Grant to McGee Corporation 2) October 20, 2025, Agenda Item #25-626 - Step 4 Economic Development Incentive Grant was awarded to McGee Corporation in an amount-not-to-exceed $696,000 paid over a 5-year period beginning in FY 2028 3) December 8, 2025, Regular Meeting, Agenda Item #25-748 - Public Hearing Conducted on conveyance of real property. BACKGROUND: The Union County Economic Development Department started conversations with McGee Corporation under codename Project Canopy in late 2024 about the potential relocation of their manufacturing operation from Stallings, North Carolina, to a 60.97-acre parcel located off Goldmine Road. The company has submitted an offer of $4,267,900, being $70,000 per acre. The land sought by the company was previously acquired by Union County for an industrial park or to be held for resale for industrial or commercial use, for an industrial or commercial project, pursuant to G.S. 158- 7.1(the specific parcel considered for sale is Union County Tax Parcel #09372003D). McGee Corporation’s purchase of this land is in concert with the County’s economic development objectives, which are the stimulation of the local economy, growth of the tax base, promotion of business, and creation of job opportunities within Union County. The purchase consideration is $4,267,900.00 in Union County, NC Printed on 11/25/2025Page 1 of 2 powered by Legistar™464 File #:25-749 Agenda Date:12/8/2025 cash, subject to all easements, right of ways, and other restrictions of record. The Board of Commissioners has determined that the property subject to conveyance has a fair market value of $4,267,900.00. The land will be used for an industrial project with an approximate investment of $40,000,000 and the creation of 35 new jobs with a probable hourly wage of $30.28 per hour for employees on the property. McGee Corporation intends to build a new 366,000 square-foot manufacturing facility on the property which will serve as its headquarters for design, sales, manufacturing, and distribution. This sale is made pursuant to private negation under G.S. 158-7.1. FINANCIAL IMPACT: Union County would receive $4,267,900.00 in cash in exchange for the land. The project would also bring a prospective $40,000,000 in new capital investment and at least 35 new jobs earning a probable wage of $30.28 per hour into Union County. Union County, NC Printed on 11/25/2025Page 2 of 2 powered by Legistar™465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480