Chair & Vice Chair Review Draft Agenda Package 12-Jan-26Monday, January 12, 2026
6:00 PM
Union County, NC
Union County Government Center
500 North Main Street
Monroe, North Carolina
Meeting Agenda
Board Room, First Floor
Board of Commissioners
Chair Brian Helms
Vice Chair Christina Helms
Commissioner Clancy Baucom
Commissioner Melissa Merrell
Commissioner Gary Sides
Visitor Advisory
Due to construction on the first floor of the UC Government Center, the primary
entrance off Main Street Plaza is closed. Throughout construction, visitors
should follow signage to enter or exit the facility. For meetings of the Board of
County Commissioners, two temporary entrances will be available. Meeting
attendees may enter via Main Street Plaza (near the intersection of W. Crowell St.
and N. Stewart St.) or via the ground floor of the Government Center (off N. Church
St.). To learn more about the project or view a project map,
visit ucgov.info/PardonOurProgress.
1
Board of Commissioners Meeting Agenda January 12, 2026
Closed Session - 5:15 PM
Opening of Meeting - 6:00 PM
Invocation - Vice Chair Christina Helms
Pledge of Allegiance
Informal Comments
Public Hearing(s)
Public Hearing - Rezoning Petition CZ-2025-005 Garcia26-022
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner- Long Range
Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This case is requesting a revision of the Union County Zoning Map by
rezoning one parcel totaling approximately 2.027 acres appearing on the
tax map as tax parcel 07-063-260B located on Secrest Shortcut Road in
the Town of Hemby Bridge from R-20 to Light Industrial (LI) with
Conditions. The rezoning will include the following conditions:
1. Limited to approved site plan dated August 18, 2025
2. Uses limited to tow truck impound yard
3. Mitigation for unauthorized tree removal in required setbacks,
specifically replanting 125% of all removed trees 12” in diameter or
greater, including trees previously located in proposed stormwater
pond
4. Five-year vesting of development rights
5. Development will meet all requirements of the Union County
Unified Development Ordinance on the date of approval
The Land Use Board evaluated this proposal at its December 16 meeting
and recommended denial on a 7-0 vote, noting inconsistency with
adopted land use plans and adjacent land uses. No one spoke for or
against the rezoning at the Land Use Board meeting, but 24 residents
have emailed letters of opposition to the proposed rezoning.
If the Board of Commissioners wishes to make a decision on this
rezoning, it may consider the following motions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS
CONSISTENT WITH THE CURRENT PLAN)
Motion
Page 1 of 21
2
Board of Commissioners Meeting Agenda January 12, 2026
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of
Union County, North Carolina, and (ii) adopt the consistency and
reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS
INCONSISTENT WITH THE CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2025-005 from Ireneo Correa Garcia; and
(ii) adopt the consistency and reasonableness statement for denial.
FINANCIAL IMPACT:
None.
Staff Recognition
Service Award Recognition26-015
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for
Q4 including October, November and December.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time
continuous service at the following intervals: 5 years, 10 years, 15 years,
20 years, 25 years and 30 years of service. We would like to recognize
the following employees for full-time continuous service with Union
County Local Government.
FINANCIAL IMPACT:
None.
Consent Agenda
City of Monroe Request to Provide Water Service26-016
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Approve the request from the City of Monroe to provide water service to
Parcel 08-303-016D located at 1806 Willis Long Rd.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
City of Monroe recently received a request for outside city service located
at 1806 Willis Long Road (see attached supporting documentation).
Parcel 08-303-016D is requesting water service to serve property.
The City of Monroe has indicated that they are prepared to serve the
Page 2 of 21
3
Board of Commissioners Meeting Agenda January 12, 2026
property with water, as outside City customer, if approval is granted from
Union County. Our water and sewer service agreement with the City of
Monroe prohibits the City from providing service outside the City limits
without the express, written approval of the Board of County
Commissioners.
Union County does not have any water infrastructure in the area to serve
the property. Union County Water has no objection to the City providing
water service to this property.
FINANCIAL IMPACT:
None.
Task Order - Sewer Repair & Rehabilitation Excavation Repairs26-028
INFORMATION CONTACT:
Christopher Clark, Water and Wastewater Operations, Director,
704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
November 3, 2024, Regular Meeting, Agenda Item #25-678 - Approved
Contract
BACKGROUND:
The purpose of the Task Order is to make needed repairs on the sewer
lines located in the Tallwood and Eastside sections of our system. Our
contract with G.S. Construction, Inc. will be used to make these repairs to
our sewer system which are allowing substantial rainwater and ground
water (inflow and infiltration) to enter the sewer system, as well as to
repair significant structural issues that are causing re-occurring
maintenance issues.
G.S. Construction, Inc. has been selected to provide Repairs Services for
Contract #9916. G.S. Construction, Inc. was chosen from a list of venders
previously selected from IFB No. 2025-019 Sewer Repair & Rehabilitation
Excavation Repairs to provide these services for Union County Water.
FINANCIAL IMPACT:
The total cost of the contract with G.S. Construction, Inc. is $186,200.00.
Sufficient funds are available in Capital Account Sewer Repairs
Operations Budget - 6512-5381.
Contract - Waxhaw North Sanitary Sewer Replacement &
Rehabilitation
26-035
INFORMATION CONTACT:
Page 3 of 21
4
Board of Commissioners Meeting Agenda January 12, 2026
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to North American Pipeline Management, LLC in the
amount of $3,295,540.50, and 2) authorize the County Manager to i)
negotiate and execute an agreement substantially consistent with this
agenda item, ii) exercise any renewal or extension term options set forth
in the agreement, and iii) terminate the agreement if deemed in the best
interest of the County, each in the County Manager’s discretion.
PRIOR BOARD ACTIONS:
1) March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK
Dickson Task Order 2021-01 for engineering field assessment and
preliminary design services for the project in an amount of
$104,850.00.
2) March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved
WK Dickson Task Order 2021-09 for final design, permitting, and
bidding services in an amount of $135,509.00.
3) August 12, 2024, Regular Meeting, Agenda Item #24-530 - Adopted
resolution accepting Appropriations Act (S.L. 2023-134) funding in the
amount of $1,477,500.00 from the North Carolina Department of
Environmental Quality Division of Water Infrastructure and authorized
the County Manager to execute all necessary documentation related
to the acceptance.
4) November 17, 2025 , Regular Meeting Agenda Item 25-698 - Adopted
resolution for tentative award of the construction contract to North
American Pipeline Management, LLC in the amount of $3,138,610.00
contingent upon North Carolina Department of Environmental
Quality’s (NCDEQ) issuance of the Authority to Award and adopted
resolution providing notice of construction of the project.
BACKGROUND:
The Capital Improvement Plan (CIP) includes an annual allocation in the
Wastewater Rehabilitation & Replacement Program to assess, prioritize,
and rehabilitate/replace sanitary sewer collection system infrastructure.
This project is Year 1 of a two-year rehabilitation project to replace the
aged Septic Tank Effluent Gravity (STEG) wastewater collection system
in Waxhaw. This Year 1 project consists of the replacement of
approximately 4,500 linear feet of 4-inch and 6-inch sewer lines with
8-inch and 10-inch sewer mains in the Waxhaw downtown area on the
north side of Highway 75.
On November 17, 2025, the Board of County Commissioners adopted a
resolution for the tentative award of the construction contract to North
American Pipeline Management, LLC in the amount of $3,138,610.00
pending NCDEQ’s issuance of the Authority to Award. NCDEQ’s Authority
to Award was required for final award of the construction contract
because NCDEQ is providing funding for the project. NCDEQ issued the
Authority to Award on December 22, 2025. The Authority to Award
included a five percent construction contingency in the amount of
Page 4 of 21
5
Board of Commissioners Meeting Agenda January 12, 2026
$156,930.50 to be added to the tentative bid award amount of
$3,138,610.00; therefore, the final construction contract amount for award
increased to $3,295,540.50.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60185522 - STEG
Assessment Waxhaw to support the construction contract amount of
$3,295,540.50.
Bid Award - FY2022 Short Water Line Extension Program Phase B -
East Lawyers Road
26-039
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to Dawn Development Company, Inc. in the amount of
$636,643.93, 2) authorize the County Manager to i) negotiate and
execute an agreement with Dawn Development Company, Inc.
substantially consistent with this agenda item, ii) exercise any renewal or
extension term options set forth in the agreement, and iii) terminate the
agreement if deemed in the best interest of the County, each in the
County Manager’s discretion, and 3) adopt Resolution Providing Notice of
Construction of the FY2022 Short Water Line Extension Program Phase
B - East Lawyers Road.
PRIOR BOARD ACTIONS:
1) August 16, 2021, Regular Meeting, Agenda Item #40 - Approved the
ranking criteria, cost share, and application period for the Short Water
Line Extension Program.
2) February 7, 2022, Regular Meeting, Agenda Item #22-011 - Approved
the FY2022 Short Water Line Extension Program applicant selections.
3) April 4, 2022, Regular Meeting, Agenda Item #22-178 - Approved the
selection of two additional projects for the FY2022 Short Water Line
Extension Program.
4) September 6, 2022, Regular Meeting, Agenda Item #22-531 -
Approved moving forward with the selected FY2022 Short Water Line
Extension Program selected projects based on applicants’ fee payments.
5) August 14, 2023, Regular Meeting, Agenda Item #23-490 - Approved
Task Order 2020-01 with STV Engineers, Inc. for Engineering and Design
services for the FY2022 Short Water Line Extension Program Phase B.
6) August 11, 2025, Regular Meeting, Agenda Item #25-523 - Approved
bidding the East Lawyers Road portion of the FY2022 Short Water Line
Phase B project.
BACKGROUND:
The Short Water Line Extension Program, as adopted by the Board of
County Commissioners (BOCC), provides for the extension of water lines
to serve and provide an environmental benefit to qualifying applicants in
Union County. The FY2022 Short Water Line Extension Program projects
have been divided into four Phases (A - D). Phase B originally consisted
Page 5 of 21
6
Board of Commissioners Meeting Agenda January 12, 2026
of two projects with approximately 3.6 miles of water lines serving 26
applicants on Haigler Road, Zebulon Williams Road, Morgan Mill Road,
and East Lawyers Road. There are outstanding easements for the Haigler
Road, Zebulon Williams Road, and Morgan Mill Road project that were
delaying Phase B from being bid. There are no outstanding easements
for the East Lawyers Road project; therefore, it was separated from the
remainder of Phase B for bidding and construction.
On November 17, 2025, the Procurement Department partnered with
Union County Water - Engineering department to issue an Invitation for
Bid IFB 2026-039 - FY2022 Short Water Line Extension Program Phase
B -Project 1 East Lawyers Road. On December 17, 2025, seven (7) bids
for the title project were received and processed. All bids were tabulated,
reviewed, and certified by STV Engineers, Inc. The bids ranged from
$636,643.93 to $1,356,064.00; staff recommend that the project be
awarded to the lowest responsive, responsible bidder, Dawn
Development Company, Inc., in the amount of $636,643.93.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60184128 -
FY2022 Short Water Line Extensions Program to support the construction
contract amount of $636,643.93.
Contract - Handwheel Expansion Connectors26-043
INFORMATION CONTACT:
Amy McCaskill, UC Water Utility Business Services, Director,
704-283-3508
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:
UC Water brought a contract to the Board in March of 2024 for the
purchase of handwheel expansion connectors necessary for water meter
installations and repairs. In May of 2025 we learned that the vendor could
not continue to honor its pricing due to tariffs, therefore we rebid the
project.
On October 7, 2025, the Procurement Department partnered with UC
Water to issue Invitation for Bid #2026-013 Handwheel Expansion
Connectors. On October 21, 2025, Two bids for the title project were
received and processed. The bids were tabulated, reviewed, and certified
by UC Water. The bids ranged from $430,050 to $463,740. Staff
recommends that the project be awarded to the lowest responsive,
responsible bidder, Ferguson Enterprises, LLC .
Page 6 of 21
7
Board of Commissioners Meeting Agenda January 12, 2026
FINANCIAL IMPACT:
The anticipated annual cost for this service is $107,512.50. Since this
contract contains an initial two-year term with two one-year renewal
options, a total of $430,050 is estimated to be spent. Funding is available
in the adopted FY26 budget with future expenditures subject to annual
BOCC budget appropriation.
Contracts - Temporary Staffing Services26-045
INFORMATION CONTACT:
Christopher Clark, Water and Wastewater Operations, Director,
704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County’s Water Department is seeking temporary staffing services
to fill Field Technician positions on an as-needed basis. These temporary
employees will support field crews responsible for maintaining water and
sewer infrastructure throughout the County. This Contract will be used to
temporary fill positions while recruitment of vacancies is being conducted.
The Procurement Department partnered with the UC Water to issue
Request for Proposals #2025-050 Field Tech Temporary Staffing. On
August 21,2025, twenty-two proposals were received and reviewed by an
evaluation team in accordance with applicable evaluation criteria for this
project. The top ranked three firms were invited to shortlist
interview/presentations. As a result, the team requests approval to enter
into a contract with the top 2 scoring/ranked preferred offerors, SAGH
Staffing, Inc. dba AtWork Franchise, LLC, and Blue Arbor, Inc., to provide
Temporary Staffing Services.
FINANCIAL IMPACT:
The estimated annual cost for this service is $150,000. Since the
contracts contain an initial term of two years with three one-year renewal
options, a total of $750,000 is estimated to be spent. Funding is available
in the adopted FY2026 budget with future expenditures subject to annual
BOCC budget appropriation.
Allocate Additional FTE to Register of Deeds Office26-017
Page 7 of 21
8
Board of Commissioners Meeting Agenda January 12, 2026
INFORMATION CONTACT:
Crystal D. Gilliard, Register of Deeds, 704-283-3794
ACTION REQUESTED:
Authorize the allocation of 0.52 FTE to convert position 418507 from
non-benefited part-time to benefited full-time.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Register of Deeds office has three non-benefited part-time positions
currently that are filled. The Register of Deeds office would like to convert
one of the non-benefited part-time positions to a benefited full-time
position. This position is needed to provide assisting in the day-to-day
operations of the Register of Deeds office as well as passport services.
This individual is a passport agent as well and could serve in numerous
areas in the office when there is a demand in service. This individual also
can help assist in preservation projects that require a “hands on”
application process. This individual has over 30 years of experience and
would be a great asset, especially in a full-time scenario.
FINANCIAL IMPACT:
No additional funding is required. Funding exists in the current FY2026
Register of Deeds budget.
2025-2026 Union County Detention Center Medical Plan26-023
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance
Administrator, 704-283-3578
ACTION REQUESTED:
Adopt the 2024-2025 Union County Detention Center Medical Plan.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
North Carolina General Statute 153A-225(a) provides for the medical care
of prisoners. That statute provides that:
(a) Each unit that operates a local confinement facility shall develop a
plan for providing medical care for prisoners in the facility. The plan:
(1) Shall be designed to protect the health and welfare of the
prisoners and to avoid the spread of contagious disease.
(2) Shall provide for medical supervision of prisoners and
emergency medical care for prisoners to the extent necessary for
their health and welfare.
(3) Shall provide for the detection, examination and treatment of
prisoners who are infected with tuberculosis or venereal diseases.
The unit shall develop the plan in consultation with appropriate local
officials and organizations, including the sheriff, the county physician, the
local or district health director, and the local medical society. The plan
must be approved by the local or district health director after consultation
Page 8 of 21
9
Board of Commissioners Meeting Agenda January 12, 2026
with the area mental health, developmental disabilities, and substance
abuse authority, if it is adequate to protect the health and welfare of the
prisoners. Upon a determination that the plan is adequate to protect the
health and welfare of the prisoners, the plan must be adopted by the
governing body.
This plan is developed and signed on an annual basis by the Health
Department and the Union County Sheriff's Office.
FINANCIAL IMPACT:
None.
Step 4 Economic Development Incentive Grant to Confidential
Company
26-030
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Confirm the Board’s action on February 3, 2025 (Agenda Item 25-059),
involving the award of a Step 4 Economic Development Incentive Grant to
Confidential Company in an amount not-to-exceed $2,350,000 over a
five-year period was an award of such incentive grant to ATI Specialty
Materials, Inc.
PRIOR BOARD ACTIONS:
1) February 3, 2025, Regular Meeting, Agenda Item #25-049 - Public
Hearing Held.
2) February 3, 2025, Regular Meeting, Agenda Item #25-059 - Union
County Board of Commissioners award of Step 4 Economic Development
Incentive Grant to Confidential Company
BACKGROUND:
At its February 3, 2025, regular meeting, the Union County Board of
Commissioners awarded a Step 4 Economic Development Incentive
Grant to Confidential Company. The grant is in an amount not-to-exceed
$2,350,000 paid over a 5-year period beginning in FY2028. The name of
the company is ATI Specialty Materials, Inc.
FINANCIAL IMPACT:
$2,350,000 paid over a 5-year period beginning in FY2028.
Union County Transportation Public Transportation Agency Safety
Plan
26-032
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director,
704-283-3598
ACTION REQUESTED:
Adopt the Union County Transportation Public Transportation Agency
Safety Plan (PTASP) as presented.
PRIOR BOARD ACTIONS:
None.
Page 9 of 21
10
Board of Commissioners Meeting Agenda January 12, 2026
BACKGROUND:
Since July 20, 2020, the Federal Transit Agency (FTA) has required
certain operators of public transportation systems, that are recipients or
sub-recipients of FTA grant funds, to develop safety plans that include the
processes and procedures necessary for implementing Safety
Management Systems (SMS). The PTASP plan requires that transit
agencies 1) designate an Accountable Executive and a Chief Safety
Officer, 2) document the agency's SMS processes, 3) implement an
employee reporting program, 4) create performance targets based on
safety performance measures established in FTA's National Public
Transportation Safety Plan (NSP), 5) create criteria to address all
applicable requirements and standards set forth in FTA's Public
Transportation Safety Program and the NSP, and 6) create a process and
timeline for conducting an annual review and update of the safety plan.
NCDOT and the FTA require the PTASP to be reviewed by staff and
brought to the Board of County Commissioners for approval annually
regardless of whether revisions are made.
In 2024, the FTA released major updates to the PTASP which have been
incorporated in the attached document.
FINANCIAL IMPACT:
None. However, if the plan is not approved, the County’s Transportation
system will be in noncompliance, which could result in financial penalties
in upcoming Federal and State grant funding.
Grant Application - Streamflow Rehabilitation Assistance Program
(StRAP)
26-033
INFORMATION CONTACT:
Alan Aldridge, Soil and Water Conservation District, Director,
704-438-2535
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 StRAP program through the North Carolina Division of Soil and
Water Conservation offers local Soil and Water Conservation Districts
reimbursement for stream debris removal work to remove stream debris
out of the 100-year floodplain.
FINANCIAL IMPACT:
Up to $310,909 of funding will be reimbursed to the County following
successful completion of the debris removal work.
Page 10 of 21
11
Board of Commissioners Meeting Agenda January 12, 2026
Easement Acceptance - Land Preservation and Easement Program26-037
INFORMATION CONTACT:
Alan Aldridge, Soil and Water Conservation District, Director,
704-438-2535
ACTION REQUESTED:
Accept Easement 90-2026-005 into the Union County Land Preservation
& Easement Program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County is currently ranked 13th in the United States for open space
land loss on a per year basis according to the latest research published
by the American Farmland Trust. Over the last four fiscal years, Union
County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625
acres (FY2022), and 2,419 acres (FY2023) from parcels enrolled in
present use value (PUV) alone. According to the 2022 NCDA Census of
Agriculture, Union County has 186,626 acres of farmland. In the
Business-as-Usual scenario published by NC FarmLink, Union County is
slated to lose 51,500 acres of current farmland by 2040. This scenario
would represent approximately a 28% reduction in total farmland acreage
in Union County by 2040.
The Union County Land Preservation & Easement program allows
landowners to sell and/or donate the development rights to their property
while still obtaining ownership of the land. By selling and/or donating the
development rights, open space and agricultural land will be preserved
through conservation easements held by the Union County Soil & Water
Conservation District. The District will be responsible for monitoring and
inspections of easements to maintain compliance within the program. The
use of present use value (PUV) rollback funds will provide financial
resources to the Union County Soil & Water Conservation District for the
easement purchases and all associated transaction costs. These funds
are held in a Union County budget line and all non-encumbered funds will
rollover at the end of each fiscal year.
FINANCIAL IMPACT:
None.
Budget Amendment - Union County Land Preservation and
Easement Program
26-038
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621
ext. 3
ACTION REQUESTED:
Adopt Budget Amendment # 14 appropriating the County’s General Fund
unassigned fund balance in the amount of $703,677 to be used for the
purchase of conservation easements and associated transaction costs.
Page 11 of 21
12
Board of Commissioners Meeting Agenda January 12, 2026
PRIOR BOARD ACTIONS:
1) November 6, 2023, Regular Meeting, Agenda Item # 23-755 -
Approved the Union County Soil & Water Conservation District to
purchase and hold conservation easements for land preservation in
Union County
BACKGROUND:
Union County is currently ranked 13th in the United States for open space
land loss on a per year basis according to the latest research published
by the American Farmland Trust. Over the last four fiscal years, Union
County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625
acres (FY2022), and 2,419 acres (FY2023) from parcels enrolled in
present use value (PUV) alone. According to the 2022 NCDA Census of
Agriculture, Union County has 186,626 acres of farmland. In the
Business-as-Usual scenario published by NC FarmLink, Union County is
slated to lose 51,500 acres of current farmland by 2040. This scenario
would represent approximately a 28% reduction in total farmland acreage
in Union County by 2040.
The Union County Land Preservation & Easement program allows
landowners to sell and/or donate the development rights to their property
while still obtaining ownership of the land. By selling and/or donating the
development rights, open space and agricultural land will be preserved
through conservation easements held by the Union County Soil & Water
Conservation District. The District will be responsible for monitoring and
inspections of easements to maintain compliance within the program. The
use of present use value (PUV) rollback funds will provide financial
resources to the Union County Soil & Water Conservation District for the
easement purchases and all associated transaction costs. These funds
are held in a Union County budget line and all non-encumbered funds will
rollover at the end of each fiscal year.
FINANCIAL IMPACT:
None.
Budget Amendment - Additional Funding for Tuition Reimbursement26-014
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869; Jason May,
Budget & Grants Management, Director, 704-283-3760
ACTION REQUESTED:
Adopt Budget Amendment #12 to appropriate $25,000 from Fund
Balance account to Tuition Reimbursement account to cover eligible
employee tuition expenses beyond the budgeted amount for FY2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Tuition Reimbursement program supports county employees aspiring
to achieve higher education or advanced degree goals. A recent change
regarding budget rollover amounts impacted anticipated funds for the
Page 12 of 21
13
Board of Commissioners Meeting Agenda January 12, 2026
tuition reimbursement account. The fund balance transfer will provide
funding to adequately cover expected tuition reimbursement applications
through the remainder of the fiscal year.
FINANCIAL IMPACT:
Adequate funding is available in Fund Balance to cover this transfer of
funds.
Resolution - Union County Emergency Services Complex
Stormwater Agreement
26-034
INFORMATION CONTACT:
Linda Whitaker, Facilities & Fleet Management, Assistant Director Design
and Construction, 704-420-2626
ACTION REQUESTED:
1) Adopt the Resolution for Grant of Easement to the City of Monroe and,
2) authorize the County Manager to approve and execute any and all
documents as may be required to grant the Property Interest, including
but not limited to the Stormwater Operation Maintenance and Escrow
Agreement.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As a condition of development of the Emergency Services Complex, the
City of Monroe requires Union County to enter into a Stormwater
Operation, Maintenance, and Escrow Agreement to provide for the
operation, long-term maintenance, inspection, repair, and replacement /
reconstruction of the Stormwater Control Facility. This is a standard and
typical agreement which grants the City of Monroe a permanent
easement for right of access through the Property to the Stormwater
Control Facility, as well as dedicating public right-of-way and grant of
permanent public sidewalk easement as illustrated on the attached plat
for the Emergency Services Complex.
FINANCIAL IMPACT:
None.
Contract Amendment - Lease Extension 2630 Nelda Drive26-041
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director,
704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
1) August 16, 2010, Regular Meeting, Agenda Item #11 - Lease
approved (120 months)
Page 13 of 21
14
Board of Commissioners Meeting Agenda January 12, 2026
2) February 15, 2021, Regular Meeting, Agenda Item #16 - Lease
extension approved (60 months)
BACKGROUND:
The Facilities & Fleet Management department has utilized the
contractual services of Ty-Par Realty, Inc. for the lease at 2630 Nelda
Drive, Monroe, NC for the Probation Services Offices since March 1,
2011. Ty-Par Realty Inc has been effective and efficient in meeting our
service needs, and the department is requesting to extend the lease term
for an additional thirty-six months.
FINANCIAL IMPACT:
The anticipated first year monthly cost for the lease is $11,250, with a 3%
increase in years two and three. Therefore, a total amount of $417,272 is
estimated to be spent. Funding is available in the adopted FY26 budget
with future expenditures subject to annual BOCC budget appropriation.
Contract Amendment - Lease Extension 601 Lancaster Avenue26-042
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director,
704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
1) August 6, 2018, Regular Meeting, Agenda Item #11, Lease approved
2) June 7, 2021, Regular Meeting, Agenda Item #25, Lease extension
approved (six months)
3) November 15, 2021, Regular Meeting, Agenda Item #21-402, Lease
extension approved (eighteen months)
4) April 17, 2023, Regular Meeting, Agenda Item #23-186, Lease
extension approved (thirty-six months)
BACKGROUND:
The Facilities & Fleet Management Department has utilized the
contractual services of Raymond G. Smith for the lease of space at 604
Lancaster Avenue, which is used as Juvenile Justice offices, since
August 1, 2018. Raymond G. Smith has been effective and efficient in
meeting our service needs, and we are requesting to extend the lease for
an additional two years.
FINANCIAL IMPACT:
The anticipated first year monthly cost for the lease is $7,600.62, with a
3% increase in year two. Therefore, a total amount of $185,151 is
estimated to be spent. Funding is available in the adopted FY26 budget
with future expenditures subject to annual BOCC budget appropriation.
Contract Renewal - Purchase of Bulk Fuel26-044
Page 14 of 21
15
Board of Commissioners Meeting Agenda January 12, 2026
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director,
704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion.
PRIOR BOARD ACTIONS:
March 20, 2023, Regular Meeting, Agenda Item #23-127 - Contract
approved
BACKGROUND:
The Facilities & Fleet Management department has utilized the
contractual services of James River Solutions LLC for bulk fuel purchases
since March 21, 2023. James River Solutions, LLC has been effective
and efficient in meeting our service needs, and we are requesting to
continue this service for an additional twelve months.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $200,000.00. Funding is
available in the FY26 budget with future expenditures subject to annual
BOCC budget appropriation.
Tax Bill Correction Report for November 202526-036
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator,
704-283-3624
ACTION REQUESTED:
Tax Bill Correction Reports for November 2025
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and
105-325, the Board of County Commissioners is authorized to make and
approve certain changes to property tax records. Approval of such
changes may result in either a release, refund, or discovery of ad valorem
taxes. The attached report provides detailed information on all tax bills
that were modified. Included in the report for each correction is the parcel
number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if
applicable.
FINANCIAL IMPACT:
November Refund amount = $560.36
Contract - Insurance Broker Services26-040
INFORMATION CONTACT:
Jeff Morgan, Security Risk Management, Director, 407-592-7051
ACTION REQUESTED:
Page 15 of 21
16
Board of Commissioners Meeting Agenda January 12, 2026
Authorize the County Manager to 1) negotiate and execute an agreement
substantially consistent with this agenda item, 2) exercise any renewal or
extension term options set forth in the Agreement, and 3) terminate the
Agreement if deemed in the best interest of the County, each in the
County Manager's discretion .
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Procurement Department partnered with the Security Risk
Management Department to issue Request for Proposals #2026-019
Insurance Broker Service. On September 30, 2025, two proposals were
received and reviewed by an evaluation team in accordance with
applicable evaluation criteria for this project . As a result, the team
requests approval to enter into a contract with the top scoring /ranked
preferred offeror, USI Insurance Services, LLC, to provide insurance
brokerage services. This contract has an initial term of two years with
three, one-year renewal options at the sole discretion of the County and is
subject to annual budget appropriation .
FINANCIAL IMPACT:
The anticipated annual cost for this service is $62,500 in years one and
two. Costs for years three through five are $67,500, $70,000 and
$72,500, respectively. Since this contract contains a two-year initial term
and three one-year renewal options, a total of $335,000 is estimated to
be spent. Funding is available in the adopted FY 2026 budget with future
expenditures subject to annual BOCC budget appropriation .
Minutes for Approval26-020
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided for the Commissioners for review and
approval.
FINANCIAL IMPACT:
None
Information Only
Wastewater Treatment Capacity - Monthly Update25-753
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information Only
Page 16 of 21
17
Board of Commissioners Meeting Agenda January 12, 2026
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 November 2025 is summarized in
the attached table.
Twelve Mile Creek
·Percent of Actual Flows = 70.1%
·Percent of Actual + Permitted Flows = 89.1%
·Actual Flows (MGD)= 5.254
·Actual + Permitted Obligated Flows (MGD)= 6.686
Crooked Creek
·Percent of Actual Flows = 61.3%
·Percent of Actual + Permitted Flows = 87.9%
·Actual Flows (MGD)= 1.164
·Actual + Permitted Obligated Flows (MGD)= 1.671
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%
·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
Page 17 of 21
18
Board of Commissioners Meeting Agenda January 12, 2026
through November 2025 are summarized in the attached tables.
FINANCIAL IMPACT:
None
November 2025 Union County Public Schools - Monthly Report26-002
INFORMATION CONTACT:
Beverly Liles, Finance, Director 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the monthly report from UCPS as required by the Budget
Ordinance.
FINANCIAL IMPACT:
None.
Communications Monthly Report - November 202526-006
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication
platforms and our efforts to collaborate with all County departments to
inform and engage residents, promote programs and services, and
strengthen internal and external communications.
FINANCIAL IMPACT:
None.
Human Resources Reports for November 202526-029
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
November 2025.
FINANCIAL IMPACT:
Page 18 of 21
19
Board of Commissioners Meeting Agenda January 12, 2026
None.
Business
Minor Subdivision Discussion26-031
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Receive information regarding minor subdivisions and provide direction to
staff.
PRIOR BOARD ACTIONS:
November 17, 2025, Regular Meeting, Agenda Item # 25-692 - Held
Public Hearing on Union County Rural Land Use Plan and Land Use Map
Amendments
BACKGROUND:
At their November 2025 meeting, the Board requested that Planning staff
bring back information regarding the impacts of potential adjustments to
the number of lots that constitute a minor subdivision for Board
discussion and possible direction .
FINANCIAL IMPACT:
None.
Appointment of an ETJ Member to the City of Monroe ’s Planning
Board
26-019
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appointment of an ETJ Representative to the City of Monroe ’s Planning
Board.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The term of the ETJ Representative on the City of Monroe ’s Planning
Board is expiring. The City of Monroe has requested that the Board of
Commissioners appoint an ETJ representative to its Planning Board . The
vacancy was advertised in accordance with the Board of Commissioners ’
Rules of Procedure, and a copy of the Notice was provided to the City of
Monroe.
FINANCIAL IMPACT:
None.
Appointments to Land Use Board26-046
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint regular member for an unexpired term and appoint an alternate
Page 19 of 21
20
Board of Commissioners Meeting Agenda January 12, 2026
member
PRIOR BOARD ACTIONS:
None
BACKGROUND:
There are two vacancies on the Land Use Board : 1 Regular Member for
an unexpired term and 1 Alternate Member. The vacancies have been
advertised.
FINANCIAL IMPACT:
FY 2025 Annual Comprehensive Financial Report26-007
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Receive presentation from Cherry Bekaert, LLP audit firm and Finance
Director on the fiscal year 2025 audit and annual financial comprehensive
report.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Cherry Bekaert LLP, a firm of licensed certified public accountants, has
issued an unmodified opinion on Union County's financial statements for
the year ended June 30, 2025. The independent auditor's report is
located at the front of the financial section of this report . The audit was
also designed to meet the requirements of the Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal
Awards and the State Single Audit Implementation Act . These reports are
submitted separately, and include the schedules of financial assistance,
findings and questioned costs, and the independent auditor's report on
internal control and compliance . The following is excerpted from the
Report of Independent Auditor . “In our opinion, the financial statements
referred to above present fairly, in all material respects, the respective
financial position of the governmental activities, the business-type
activities, each major fund, and the aggregate remaining fund information
of the County, as of June 30, 2025, and the respective changes in
financial position and, where applicable, cash flows thereof, and the
budgetary comparison for the General Fund for the year then ended in
accordance with accounting principles generally accepted in the United
States of America”.
The FY 2025 Annual Comprehensive Financial Report (ACFR) is still in
draft form due to the Federal and State Single Audit Grant testing not
being complete due to the Federal Government shutdown . Once the
grant testing has been complete the final document will be available on
the County’s website on the Finance Department ’s webpage.
FINANCIAL IMPACT:
None
Page 20 of 21
21
Board of Commissioners Meeting Agenda January 12, 2026
County Manager's Comments
Commissioners' Comments
Adjournment
Page 21 of 21
22
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-022 Agenda Date:1/12/2026
TITLE:..title
Public Hearing - Rezoning Petition CZ-2025-005 Garcia
INFORMATION CONTACT:
Bjorn E. Hansen, Planning Department, Senior Planner- Long Range Planning, 704-283-3690
ACTION REQUESTED:
Conduct public hearing for proposed rezoning.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This case is requesting a revision of the Union County Zoning Map by rezoning one parcel totaling
approximately 2.027 acres appearing on the tax map as tax parcel 07-063-260B located on Secrest
Shortcut Road in the Town of Hemby Bridge from R-20 to Light Industrial (LI) with Conditions. The
rezoning will include the following conditions:
1.Limited to approved site plan dated August 18, 2025
2.Uses limited to tow truck impound yard
3.Mitigation for unauthorized tree removal in required setbacks, specifically replanting 125% of
all removed trees 12” in diameter or greater, including trees previously located in proposed
stormwater pond
4.Five-year vesting of development rights
5.Development will meet all requirements of the Union County Unified Development Ordinance
on the date of approval
The Land Use Board evaluated this proposal at its December 16 meeting and recommended denial
on a 7-0 vote, noting inconsistency with adopted land use plans and adjacent land uses. No one
spoke for or against the rezoning at the Land Use Board meeting, but 24 residents have emailed
letters of opposition to the proposed rezoning.
If the Board of Commissioners wishes to make a decision on this rezoning, it may consider the
following motions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE
CURRENT PLAN)
Motion
(i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North
Union County, NC Printed on 12/30/2025Page 1 of 2
powered by Legistar™23
File #:26-022 Agenda Date:1/12/2026
Carolina, and (ii) adopt the consistency and reasonableness statement for approval.
TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLAN)
Motion
(i) Deny rezoning petition CZ-2025-005 from Ireneo Correa Garcia; and (ii) adopt the consistency and
reasonableness statement for denial.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 2 of 2
powered by Legistar™24
25
26
27
.
.
.
Planning Department
500 North Main Street, Suite 70
Monroe, NC 28112
T 704.283.3565
unioncountync.gov
Planning Staff Report - Rezoning Case # CZ-2025-005
Staff Contact: Bjorn Hansen, Senior Planner
Summary of Request
This case is requesting to rezone one parcel totaling 2.027 acres appearing on the tax map as tax parcel
07-063-260B at the intersection of Faith Church and Secrest Shortcut Roads from R-20 to Light Industrial
(CZ) with Amended Conditions. The rezoning will include the following conditions:
1) Limited to approved site plan dated August 18, 2025
2) Uses limited to tow truck impound yard
3) Mitigation for unauthorized tree removal in required setbacks, specifically replanting 125% of all
removed trees 12” in diameter or greater, including trees previously located in proposed
stormwater pond
4) Five-year vesting of development rights
5) Development will meet all requirements of the Union County Unified Development Ordinance on
the date of approval
28
unioncountync.gov
Owner/Applicant
Owner: Enrique Tristan Chantaca and Ireneo Correa Garcia
208 Midway Drive
Indian Trail, NC 28079
Applicant: Ireneo Correa Garcia
208 Midway Drive
Indian Trail, NC 28079
Property Information
Location: On the southern corner of the intersection of Faith Church and Secrest Shortcut Roads.
Location more specifically described as tax parcel 07-063-260B.
Site North of Site
South of Site Opposite Site
29
unioncountync.gov
Municipal Proximity: The site is inside Hemby Bridge, less than 0.2 miles east of Lake Park, and less than
0.2 miles north of Indian Trail.
Existing Land Use and Development Status: The parcel is currently zoned R-20. The property is nearly
fully logged but undeveloped.
Environmental Features: There are no streams, floodplains or wetlands in the parcel. The site was
recently logged, which may have resulted in the removal of trees that would have been protected as
part of required setbacks. The number of impacted trees would be determined as part of the site plan
review process, which then would be mitigated at 125% of the number removed, including trees
previously located in proposed stormwater pond.
30
unioncountync.gov
Utilities: Public water is available to the site. The proposed use will not require utility service.
Zoning and Land Use History: The parcel site has been zoned R-20 since zoning was initiated in Union
County. There have been no previous rezoning requests for this property. A downzoning from R-20 to
RA-40 on 2.2 acres was approved in 1998 approximately ¼ mile south of the site. A special use permit
on a parcel 0.2 miles south of the site was approved in 1984 for a musical hobby shop. There have been
no other zoning actions in the immediate vicinity of the proposed rezoning.
31
unioncountync.gov
Schools: Because this rezoning request is commercial in nature, UCPS was not consulted for comments.
Transportation: This parcel is on the intersection of Faith Church and Secrest Shortcut Roads, both of
which are NCDOT-maintained facilities. The proposed use would have access from Faith Church Road.
The proposed use would have a very low traffic impact, with no discernable peak hour. There are no
funded road improvement projects in the immediate vicinity of the rezoning. A Traffic Impact Analysis
was not required for this rezoning. The site would include sidewalks along the frontage of both roads.
32
unioncountync.gov
Planning Documents
Hemby Bridge Land Use Plan: This parcel is inside the Town of Hemby Bridge. Two planning documents
apply to this parcel- the Hemby Bridge Land Use Plan and the Secrest Shortcut Small Area Plan. Both
plans identify this parcel as commercial as part of a small rural center. The Hemby Bridge Land Use Plan
specifically says that new development in these areas should be relatively small scale and handled
through the conditional rezoning process. The Plan does make recommendations for industrial areas, so
the commercial designation for this area does not envision industrial uses.
33
unioncountync.gov
34
unioncountync.gov
Public and Municipal Comments
Public Comments: A community meeting was held November 26, 2025. One member of the public
attended. Because the meeting was the night before Thanksgiving, the applicant elected to hold a
second community meeting, which occurred December 8, 2025. A total of 13 residents attended the
meeting, expressing concerns over the trees cut down, driveway access, and incompatible uses with
nearby uses.
Four residents have submitted comments opposing the rezoning, citing incompatible land use, traffic,
and impacts on property values.
Municipal Comments: Hemby Bridge, Indian Trail, and Lake Park were contacted for comments. Each
municipality provided comments.
• Hemby Bridge: The Town Council took action on September 16, 2025, opposing the proposed
development.
• Lake Park: The Village responded stating they were not in support of changing the zoning from
residential to commercial.
• Indian Trail: The Town responded that they strongly oppose this request, with the following
details:
o The agreed upon goals in this area was to create an employment center and grow the
commercial tax base. This request is not the highest and best use for the property and
does not meet the goals of Union County or the Town of Indian Trail. The following
information below outlines the details of why this request should be denied.
o This parcel falls into the plan that was jointly adopted by Indian Trail and Union County
entitled The Secrest Short Cut Road Small Area Plan. The following are a few comments
after looking at this Plan with the rezoning in mind:
Parcel is shown as mixed use/commercial-retail. This request does not fit within
a mixed-use type of development.
This rezoning request would not be compatible with the following goals of the
Small Area Plan:
• Goal 2: Accommodate commercial and retail opportunities per the
recommended map to attract consumers traversing the County on the
Expressway.
o Strategy 2.1: Support rezoning of properties to retail uses that
are well designed within the mixed-use areas to complement
the mix of uses and capture retail sales in the area.
o Strategy 2.2: Support service industry uses to support existing
and future residents and create local jobs.
• Goal 4: Create a Sense of Place in Identified Mixed Use Areas
o Strategy 4.1: Encourage density and a mix of uses in identified
mixed use areas.
o Strategy 4.2: Require community amenities and gathering
places in identified mixed use areas.
35
unioncountync.gov
Staff Comments and Recommendation
Land Use Board Recommendation
The Land Use Board reviewed this proposed rezoning and unanimously recommended denial at its
December 16, 2025, meeting, citing inconsistency with adopted land use plans and surrounding land
uses.
This part of Hemby Bridge is identified for limited commercial uses reviewed through the conditional
rezoning process. The applicant has requested this rezoning to allow their growing business to move out
of a residential area. While limited in nature and being considered through the conditional rezoning
process consistent with approved plans, this request is industrial in nature and will have no employees
on site. These uses are therefore inconsistent with the approved plans for the area. Because of these
aspects of the development, staff recommend denial of this rezoning application.
36
For the best experience, open this PDF portfolio in
Acrobat X or Adobe Reader X, or later.
Get Adobe Reader Now!
37
For the best experience, open this PDF portfolio in
Acrobat X or Adobe Reader X, or later.
Get Adobe Reader Now!
38
From:Cheri Clark
To:Bjorn Hansen; Brandi Deese
Subject:RE: Rezoning at Faith Church and Secrest Short Cut
Date:Thursday, April 17, 2025 9:39:25 AM
Attachments:image001.png
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Bjorn,
The Village is not in support of changing the Zoning from residential to commercial. Thank you for
keeping us in the loop.
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: Monday, April 14, 2025 10:29 AM
To: Cheri Clark <cheri.clark@lakeparknc.gov>; Brandi Deese <bcd@indiantrail.org>
Subject: Rezoning at Faith Church and Secrest Short Cut
Cheri and Brandi,
We have a proposed conditional rezoning at the corner of this intersection. It is inside Hemby Bridge.
Please let me know if you have any comments.
Sincerely,
Bjorn
Bjorn E. Hansen, AICP CTP, CZO
Senior Planner – Long Range Planning | Planning Department
T 704.283.3690
39
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.
40
From:abaker30@aol.com
To:Bjorn Hansen
Subject:Formal Opposition to Rezoning Petition CZ-2025-005 - Nearby Property Owners
Date:Monday, December 15, 2025 2:01:16 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Department,
We are writing to formally express our opposition to Rezoning Petition CZ-2025-005,
submitted by Michelle Hernandez, which proposes rezoning approximately 2.027 acres
(parcel 07-063-260) located on Secrest Shortcut Road in the Town of Hemby Bridge
from R-20 to Light Industrial (LI) with conditions.
We are nearby homeowners at 4109 Faith Church Road, and our property is generational
family land. It was originally owned by our grandfather, Oscar Byrum, and has been
passed down through our family. This land holds deep historical, personal, and cultural
significance to us. It is not simply an asset, but a legacy that our family has stewarded for
generations.
As long-standing residents and property owners, we have serious concerns regarding
how this proposed rezoning to Light Industrial may impact the integrity, character,
safety, environmental quality, and long-term value of surrounding residential properties
and the broader community. Development of this nature in close proximity to established
homes threatens to fundamentally alter the rural and residential character of our area.
Any zoning changes or development approvals should carefully consider the impact on
existing homeowners, particularly those whose families have lived on and cared for their
land for generations. We respectfully request that our opposition be formally entered into
the public record and that the Land Use Board and Planning Department give full and
fair consideration to the voices of long-standing residents and landowners before moving
forward.
We understand that the Union County Land Use Board will meet on Tuesday, December
16, 2025, at 6:00 p.m. in the Commissioners’ Board Room, Room 118, Union County
Government Center, 500 North Main Street, Monroe, North Carolina, to receive
comments and review this request. While we will make every effort to participate, we
request that this written correspondence be included as part of the official review and
consideration process regardless of our ability to attend in person.
Please confirm receipt of this correspondence and advise if there are any additional steps
required for our concerns to be fully included in the official record.
41
Thank you for your time and consideration.
Sincerely,
Jeff Baker
Audrey Baker
Homeowners
4109 Faith Church Road
Union County, North Carolina
Sent from the all new AOL app for iOS
42
From:Jo-Ellen McQuade
To:Bjorn Hansen
Subject:Fwd: Rezoning Petition 2025-CZ-005
Date:Monday, December 15, 2025 5:15:13 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
2nd email. Not sure 1st went through. No receipt received. Thank you.
---------- Forwarded message ---------
From: Jo-Ellen McQuade <jmcquade2@gmail.com>
Date: Fri, Dec 12, 2025 at 8:00 PM
Subject: Rezoning Petition 2025-CZ-005
To: <bjorn.hansen@unioncountync.gov>
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsibleeconomic growth within Union County, this proposed use raises several substantialconcerns that directly impact residential neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential NeighborhoodsThe proposed towing and vehicle-storage facility is incompatible with both the current andplanned land-use patterns for this area. The site is immediately adjacent to long-establishedresidential neighborhoods, and introducing this type of operation would undermine theircharacter, diminish residents’ quality of life, and raise legitimate concerns about safety andcommunity well-being. This operation will be a nuisance and turn the environmentsurrounding the residential areas into nothing more than a junkyard.
2. Negative Impact on Property Values
A storage facility for damaged or impounded vehicles would almost certainly depresssurrounding property values. Local homeowners have made significant investments in theirresidences, and placing an industrial-scale operation within a residential corridor riskscreating permanent, irreversible impacts on the stability and desirability of theneighborhood. It will be a blight of epic proportions that will be the number one cause ofthe surrounding communities demise.
3. Traffic, Noise, and Safety Concerns
Towing operations bring heavy-duty trucks in and out of the site at all hours, including lateat night. This means:• A surge of truck traffic cutting through residential streets• Disruptive noise levels that directly impact nearby homes• Increased safety risks for families, pedestrians, and school bus routes
This level of industrial activity has no place beside a residential neighborhood and isfundamentally incompatible with the community.
4. Visual and Environmental Impacts
43
Even with screening, a storage yard for wrecked or impounded vehicles inevitablyintroduces invasive visual pollution. There are also concerns about potential fluid leaks,runoff, and other environmental risks associated with storing inoperable vehicles. Again, thiswill be nothing but a junkyard and degrade the value of the surrounding residentialneighborhoods.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation is fundamentally at odds with the long-term vision for this corridor.Approving a use that directly conflicts with surrounding zoning and establisheddevelopment patterns would set a troubling precedent and weaken the integrity of UnionCounty’s entire planning framework.
My Request
I respectfully, and strongly, urge the Planning Board and Board of Commissioners to denythis rezoning request. Land-use decisions must remain aligned with the establishedcharacter of this area and uphold the interests of the families who live, work, and invest inthis community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Jo-Ellen McQuade, Village of Lake Park Resident
44
From:Shannon Rose
To:Bjorn Hansen
Subject:Fwd: Thank you for your time
Date:Friday, December 12, 2025 3:49:15 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
---------- Forwarded message ---------
From: Shannon Rose <mrsroseteaches123@gmail.com>
Date: Fri, Dec 12, 2025 at 12:54 PM
Subject: Thank you for your time
To: <bjornEhansen@unioncountync.gov>
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
45
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Shannon Rose
46
From:Patricia Floyd
To:Bjorn Hansen
Subject:No rezoning for town company in Lake Park
Date:Friday, December 12, 2025 11:33:16 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support
responsible economic growth within Union County, this proposed use raises several
substantial concerns that directly impact residential neighborhoods, community
character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing
or intended land-use patterns for this area. This site sits directly beside well-
established residential communities whose character, safety, and quality of life would
be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish
nearby property values. Homeowners have invested heavily in their properties, and
introducing an industrial-level operation into a residential corridor creates permanent,
irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular
hours, often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably
introduces visual blight. There are also concerns about potential fluid leaks, runoff,
and other environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor.
Approving a use that conflicts with surrounding zoning and planned development
patterns sets a concerning precedent and undermines the county’s planning
framework.
47
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this
rezoning request. I ask that land-use decisions remain consistent with the established
character of this area and supportive of the families who live, work, and contribute to
this community.
Thank you for your time, your service, and your thoughtful consideration of my
concerns.
Also with new townhouses being built on the opposite end of Lake Park and doesn't
seem to be any road improvements, consider looking how all this construction will
impact Faith Church Road and our village.
Thanks Patricia Floyd
48
From:Frances Estro
To:Bjorn Hansen
Subject:Please Decline Rezoning Petition 2025-CZ-005
Date:Saturday, December 13, 2025 10:10:15 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
We respectfully ask you to deny Rezoning Petition 2025-CZ-005. While we support
responsible economic growth within Union County, this proposed use raises several
substantial concerns that directly impact residential neighborhoods, community character, and
long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
49
We respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. We ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of these concerns.
Sincerely,
Frank and Francie Estro
Lake Park Homeowners
50
From:Kristan and Ryan Lyon
To:Bjorn Hansen; ryan-lyon@live.com
Subject:Please Deny Rezoning Petition 2025-CZ-005
Date:Sunday, December 14, 2025 2:35:07 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
We respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
51
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
6. Potential increase of crime
Car part theft is a persistent problem, with criminals frequently targeting towing yards,
salvage yards, and similar businesses. Establishing such a facility in this area raises
serious concerns about attracting criminal activity and its impact on nearby
neighborhoods. While security cameras may provide some deterrence, they cannot
fully prevent crime, making this an ongoing and valid concern.
Our Request:
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Kristan & Ryan Lyon
52
From:Catherine Grabova
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 7:49:16 AM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
53
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely, Kateryna Volostnov
54
From:Mark & Wendy Richards
To:Bjorn Hansen
Cc:Mark Richards
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 1:07:52 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support
responsible economic growth within Union County, this proposed use raises several
substantial concerns that directly impact residential neighborhoods, community
character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing
or intended land-use patterns for this area. This site sits directly beside well-
established residential communities whose character, safety, and quality of life would
be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish
nearby property values. Homeowners have invested heavily in their properties, and
introducing an industrial-level operation into a residential corridor creates permanent,
irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular
hours, often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably
introduces visual blight. There are also concerns about potential fluid leaks, runoff,
and other environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor.
55
Approving a use that conflicts with surrounding zoning and planned development
patterns sets a concerning precedent and undermines the county’s planning
framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this
rezoning request. I ask that land-use decisions remain consistent with the established
character of this area and supportive of the families who live, work, and contribute to
this community.
Thank you for your time, your service, and your thoughtful consideration of my
concerns. I am a resident of the Village of Lake Park. My address is 6129 Creft Circle,
Lake Park NC 28079. My phone is 303-204-8949.
Sincerely,
Mark Richards
56
From:Giulia Savona
To:Bjorn Hansen
Subject:"Rezoning Petition 2025-CZ-005"
Date:Friday, December 12, 2025 2:16:03 AM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
57
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Giulia D’Alessandro
Sent from my iPhone
58
From:John Barnes
To:Bjorn Hansen
Subject:Rezoning
Date:Monday, December 15, 2025 12:05:22 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
As a resident of 25 years plus of Lake Park, I would like to join with my fellow citizens in my
disapproval of the proposed towing company parcel.
While I have no malice towards the owners of the proposed facility,
I do believe that a better location could be found.
There have been many valid points made as to not approve this development, all of which are
within reason and logical assumptions.
The top 3 reasons that I will echo are traffic, visual aesthetics and
lastly environmental concerns.
As a formal councilman for the Village of Lake Park,
I feel that voices from our community should have a large weight on the final decision as to,
or in our case “not to”
approve the re-zoning of this area.
I do realize that we have no official authority of the area in question, however it would be ill-
suited for us to remain silent during this time of inquiry.
As such please note my voice of concern and disapproval of the rezoning action.
Thank you for hearing us and for the support shown to the long time residents of our Lake
Park community.
Sincerely,
John Barnes
jbarnes2309@gmail.com
Sent from my iPhone
59
From:Judy MenMart
To:Bjorn Hansen
Subject:Rezoning Peticion 2025-cz-005
Date:Saturday, December 13, 2025 2:27:20 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
60
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
____________________
61
From:Claudia Flagg
To:Bjorn Hansen
Subject:ReZoning petition 2025-CZ-005
Date:Friday, December 12, 2025 2:38:26 PM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
6. I would like to request that a traffic impact study as well as an environmental study be done. This is already a
congested intersection, and combined with the building of the approximately 200 townhouses being built at the other
end of Faith Church, getting in and out of Lake Park is going to be a problem since I do not see where they are
planning on making any improvements to either Faith Church Road or Secrest-Shortcut Road.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Claudia and Russ Flagg
claudiaflagg@yahoo,com
5309 Creft Circle, Lake Park
62
From:Claudia Flagg
To:Bjorn Hansen
Subject:ReZoning petition 2025-CZ-005
Date:Friday, December 12, 2025 2:38:26 PM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
6. I would like to request that a traffic impact study as well as an environmental study be done. This is already a
congested intersection, and combined with the building of the approximately 200 townhouses being built at the other
end of Faith Church, getting in and out of Lake Park is going to be a problem since I do not see where they are
planning on making any improvements to either Faith Church Road or Secrest-Shortcut Road.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Claudia and Russ Flagg
claudiaflagg@yahoo,com
5309 Creft Circle, Lake Park
63
From:Jo-Ellen McQuade
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 8:00:31 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsibleeconomic growth within Union County, this proposed use raises several substantialconcerns that directly impact residential neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential NeighborhoodsThe proposed towing and vehicle-storage facility is incompatible with both the current andplanned land-use patterns for this area. The site is immediately adjacent to long-establishedresidential neighborhoods, and introducing this type of operation would undermine theircharacter, diminish residents’ quality of life, and raise legitimate concerns about safety andcommunity well-being. This operation will be a nuisance and turn the environmentsurrounding the residential areas into nothing more than a junkyard.
2. Negative Impact on Property Values
A storage facility for damaged or impounded vehicles would almost certainly depresssurrounding property values. Local homeowners have made significant investments in theirresidences, and placing an industrial-scale operation within a residential corridor riskscreating permanent, irreversible impacts on the stability and desirability of theneighborhood. It will be a blight of epic proportions that will be the number one cause ofthe surrounding communities demise.
3. Traffic, Noise, and Safety Concerns
Towing operations bring heavy-duty trucks in and out of the site at all hours, including lateat night. This means:• A surge of truck traffic cutting through residential streets• Disruptive noise levels that directly impact nearby homes• Increased safety risks for families, pedestrians, and school bus routes
This level of industrial activity has no place beside a residential neighborhood and isfundamentally incompatible with the community.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitablyintroduces invasive visual pollution. There are also concerns about potential fluid leaks,runoff, and other environmental risks associated with storing inoperable vehicles. Again, thiswill be nothing but a junkyard and degrade the value of the surrounding residentialneighborhoods.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation is fundamentally at odds with the long-term vision for this corridor.
64
Approving a use that directly conflicts with surrounding zoning and establisheddevelopment patterns would set a troubling precedent and weaken the integrity of UnionCounty’s entire planning framework.
My Request
I respectfully, and strongly, urge the Planning Board and Board of Commissioners to denythis rezoning request. Land-use decisions must remain aligned with the establishedcharacter of this area and uphold the interests of the families who live, work, and invest inthis community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Jo-Ellen McQuade, Village of Lake Park Resident
65
From:Octavian Crestian
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Saturday, December 13, 2025 2:22:43 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005.
While I support responsible economic growth within Union County, this proposed use raises
several substantial concerns that directly impact residential neighborhoods, community
character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County's Long-Range Planning
Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county's planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Octavian Crestian
Lake Park resident
66
From:Laura G
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Saturday, December 13, 2025 7:21:11 AM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
67
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Laura Gnatiuk - Resident of Lake Park
6509 Sybil Ct.
68
From:Melodie Marwitz
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Sunday, December 14, 2025 2:07:42 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a
concerning precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
69
Sincerely,
. While I support responsible economic growth within Union County, this proposed use raises
several substantial concerns that directly impact residential neighborhoods, community
character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a
concerning precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Melodie Marwitz
4004 Alden Street
Lake Park, NC
70
From:Sabrina Locke
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Sunday, December 14, 2025 6:11:53 PM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
71
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Sabrina Locke
____________________
72
From:Amanda Prichard
To:Bjorn Hansen
Subject:Rezoning petition 2025-CZ-005
Date:Sunday, December 14, 2025 7:42:29 PM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
To the Union County Planning Staff and Commissioners,
I am writing in to request that you DENY Rezoning Petition 2025-CZ-005. While I support responsible economic
growth within Union County, this proposed use raises several substantial concerns that directly impact residential
neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
73
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Amanda Prichard
74
From:Karen Faulkner
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Sunday, December 14, 2025 9:14:54 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsibleeconomic growth within Union County, this proposed use raises several substantialconcerns that directly impact residential neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential NeighborhoodsThe proposed towing and vehicle-storage operation is not consistent with the existing orintended land-use patterns for this area. This site sits directly beside well-establishedresidential communities whose character, safety, and quality of life would be negativelyaffected by this type of business. Also, rezoning to light commercial, for what would be anundeveloped lot makes no sense. It does, however, open the door for something even lessdesirable in the future.
2. Negative Impact on Property ValuesA facility designed to store damaged or impounded vehicles is likely to diminish nearbyproperty values. Homeowners have invested heavily in their properties, and introducing anindustrial-level operation into a residential corridor creates permanent, irreversibleconsequences.
3. Traffic, Noise, and Safety ConcernsTowing operations require heavy-duty trucks entering and exiting the site at irregular hours,often late at night. This creates:
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental ImpactsEven with screening, a storage yard for wrecked or impounded vehicles inevitablyintroduces visual blight. There are also concerns about potential fluid leaks, runoff, andother environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning IntentThis type of operation does not align with the long-term vision for this corridor. Approvinga use that conflicts with surrounding zoning and planned development patterns sets aconcerning precedent and undermines the county’s planning framework.
My RequestI respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
75
request. I ask that land-use decisions remain consistent with the established character ofthis area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Karen Faulkner
3422 Mayhurst Dr.
Lake Park, NC 28079
76
From:Kurt Marwitz
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Sunday, December 14, 2025 2:00:31 PM
WARNING: This email originated from outside of Union County Government, be cautious when clicking on links
or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic growth within
Union County, this proposed use raises several substantial concerns that directly impact residential neighborhoods,
community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
. While I support responsible economic growth within Union County, this proposed use raises several substantial
concerns that directly impact residential neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-use patterns
for this area. This site sits directly beside well-established residential communities whose character, safety, and
quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at night. This
creates:
77
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight. There
are also concerns about potential fluid leaks, runoff, and other environmental risks associated with storing
inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that conflicts with
surrounding zoning and planned development patterns sets a concerning precedent and undermines the county’s
planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask that land-
use decisions remain consistent with the established character of this area and supportive of the families who live,
work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Kurt Marwitz
4004 Alden Street
Lake Park, NC
78
From:Holly Busbee
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 2:13:38 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible economic
growth within Union County, this proposed use raises several substantial concerns that directly impact
residential neighborhoods, community character, and long-term planning goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or intended land-
use patterns for this area. This site sits directly beside well-established residential communities whose
character, safety, and quality of life would be negatively affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby property values.
Homeowners have invested heavily in their properties, and introducing an industrial-level operation into a
residential corridor creates permanent, irreversible consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours, often late at
night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces visual blight.
There are also concerns about potential fluid leaks, runoff, and other environmental risks associated with
storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a use that
conflicts with surrounding zoning and planned development patterns sets a concerning precedent and
undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning request. I ask
that land-use decisions remain consistent with the established character of this area and supportive of the
families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Holly Busbee
79
From:Donna Celentano
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 8:23:56 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
Increased truck traffic near residential streets
Higher noise levels
Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
80
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Donna Celentano
____________________
81
From:Kara Aycoth
To:Bjorn Hansen
Subject:Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 9:25:29 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
82
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Kara Aycoth
Sent from the all new AOL app for iOS
83
From:I. Korniyenko
To:Bjorn Hansen
Subject:Rezoning petition
Date:Saturday, December 13, 2025 8:56:08 PM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
84
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Anna Korniyenko
85
From:Lynn Sharp
To:Bjorn Hansen
Subject:Urgent re Rezoning Petition 2025-CZ-005
Date:Friday, December 12, 2025 8:38:50 AM
WARNING: This email originated from outside of Union County Government, be cautious
when clicking on links or opening attachments.
Sir, Below is copied and pasted and expressly communicates our concerns in Lake Park. It is
unthinkable that such a use/development would occur at the doorstep of one of Union
County’s premier communities. Please ensure that appropriate measures are taken to avert this.
Thank you,
Lynn Sharp
6107 Eisenhower Lane
to "Rezoning Petition 2025-CZ-005" ------------
-------------------------------------------------------------------------
Dear Union County Planning Staff and Commissioners,
I respectfully ask you to deny Rezoning Petition 2025-CZ-005. While I support responsible
economic growth within Union County, this proposed use raises several substantial concerns
that directly impact residential neighborhoods, community character, and long-term planning
goals.
1. Incompatibility With Surrounding Residential Neighborhoods
The proposed towing and vehicle-storage operation is not consistent with the existing or
intended land-use patterns for this area. This site sits directly beside well-established
residential communities whose character, safety, and quality of life would be negatively
affected by this type of business.
2. Negative Impact on Property Values
A facility designed to store damaged or impounded vehicles is likely to diminish nearby
property values. Homeowners have invested heavily in their properties, and introducing an
industrial-level operation into a residential corridor creates permanent, irreversible
consequences.
3. Traffic, Noise, and Safety Concerns
Towing operations require heavy-duty trucks entering and exiting the site at irregular hours,
often late at night. This creates:
• Increased truck traffic near residential streets
• Higher noise levels
• Potential safety issues for families, pedestrians, and school bus routes
86
This level of activity is incompatible with neighboring homes.
4. Visual and Environmental Impacts
Even with screening, a storage yard for wrecked or impounded vehicles inevitably introduces
visual blight. There are also concerns about potential fluid leaks, runoff, and other
environmental risks associated with storing inoperable vehicles.
5. Inconsistency With Union County’s Long-Range Planning Intent
This type of operation does not align with the long-term vision for this corridor. Approving a
use that conflicts with surrounding zoning and planned development patterns sets a concerning
precedent and undermines the county’s planning framework.
My Request
I respectfully urge the Planning Board and Board of Commissioners to deny this rezoning
request. I ask that land-use decisions remain consistent with the established character of this
area and supportive of the families who live, work, and contribute to this community.
Thank you for your time, your service, and your thoughtful consideration of my concerns.
Sincerely,
Lynn Sharp
6107 Eisenhower Lane
____________________
87
BOCC Motions for Proposed Amendment to the Union County Zoning Map (CZ-2025-005)
The Union County Land Use Board recommended that the Union County Board of
Commissioners deny the rezoning petition (CZ-2025-005) submitted by Ireneo Correa Garcia,
requesting a revision of the Union County Zoning Map by rezoning one parcel totaling
approximately 2.027 acres appearing on the tax map as tax parcel 07-063-260B located on
Secrest Shortcut Road in the Town of Hemby Bridge from R-20 to Light Industrial (LI) with
Conditions.
TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT
WITH THE CURRENT PLANS)
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 PLANS)
Motion
(i) Deny rezoning petition CZ-2025-005 from Ireneo Correa Garcia; and (ii) adopt the
consistency and reasonableness statement for denial.
88
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-2025-005) submitted by Ireneo Correa Garcia,
requesting a revision of the Union County Zoning Map by rezoning one parcel totaling
approximately 2.027 acres appearing on the tax map as tax parcel 07-063-260B located on
Secrest Shortcut Road in the Town of Hemby Bridge from R-20 to Light Industrial (LI) with
Conditions.
CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE
CURRENT PLANS) (CZ-2025-005)
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 Hemby Bridge Small Area Plan (the “Hemby Bridge Plan”), the Secrest
Shortcut Small Area Plan (the “Secrest Shortcut Plan”), and the Union County Comprehensive
Plan (the “Comprehensive Plan”) (collectively the “Plans”). 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 land use map uses identified for this area as set
forth in the Hemby Bridge Plan and the Secrest Shortcut Plan. The Hemby Bridge
Plan’s Future Land Use Map identifies this area as a Rural Center. Rural Centers are
areas located at various locations throughout the Hemby Bridge Plan’s area. These are
mainly areas where some commercial uses currently exist and where it is appropriate to
expand. New developments should be relatively small scale and should be handled
through the Conditional Rezoning Process. A rezoning to light industrial with conditions,
to include a tow truck business with vehicular storage, is consistent with such uses
contemplated in a Rural Center in the Hemby Bridge Plan because of its small scale.
The Secrest Shortcut Plan’s Recommended Land Use Plan Map identifies this area as
commercial/retail. Such areas are identified in the Secrest Shortcut Plan as commercial
and retail uses recommended to balance the land use plan, but are also identified to take
advantage of the opportunity the newly created regional access provides. A small-scale
towing operation with vehicular storage is a business use that takes advantage of the
regional access provided by the nearby Monroe Bypass.
2. The proposed use is consistent with the Comprehensive Plan as it allows for a light
industrial use in an area generally identified within an Employment Corridor in the
Comprehensive Plan that could be an economic benefit for the County. Employment
Corridors are contemplated under the Comprehensive Plan to include a variety of
development uses, which may include industrial uses.
89
3. The tract of land is not overly small for the general area in which it is located and is
reasonable in size for the use contemplated.
4. Although the immediate surrounding properties are zoned for residential uses primarily,
the property is located at an intersection and is located less than one mile from an
interchange with the Monroe Expressway. The property is also located within an
approximately half-mile radius of several existing commercial or industrial uses. This
includes an existing auto repair use which is a similar-type use to the one proposed.
5. 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 increasing business opportunities in
Union County, allowing a property with nearby non-residential uses in the area to also be
allowed to conduct non-residential uses on its property, and increasing access to a use
and service to nearby residents. The potential detriments of the use established by this
rezoning include any increased noise, light, and traffic exposure resulting from the
proposed use that could affect nearby properties.
6. The use set forth under the conditions would meet Union County development standards.
90
CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE
PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE
CURRENT PLANS) (CZ-2025-005)
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 Hemby Bridge
Small Area Plan (the “Hemby Bridge Plan”), the Secrest Shortcut Small Area Plan (the “Secrest
Short Cut Plan”), and the Union County Comprehensive Plan (the “Comprehensive Plan”)
(collectively the “Plans”),and that denial of the proposed map amendment is reasonable and in
the public interest because:
1. The proposed use is inconsistent with the land use map uses identified for this area as set
forth in the Hemby Bridge Plan and the Secrest Shortcut Plan. The Hemby Bridge Plan’s
Future Land Use Map identifies this area as a Rural Center. Rural Centers are areas
located at various locations throughout the Hemby Bridge Plan’s area. These are mainly
areas where some commercial uses currently exist and where it is appropriate to expand.
New developments should be relatively small scale and should be handled through the
Conditional Rezoning Process. A rezoning to light industrial with conditions, to include a
tow truck business with vehicular storage, is inconsistent with such uses contemplated in
a Rural Center because of its industrial nature (rather than a smaller commercial use).
The Secrest Shortcut Plan’s Recommended Land Use Plan Map identifies this area as
commercial/retail. Such areas are identified in the Secrest Shortcut Plan as commercial
and retail uses recommended to balance the land use plan, but are also identified to take
advantage of the opportunity the newly created regional access provides. A towing
operation with vehicular storage is a light industrial use and is not consistent with the
retail or commercial uses contemplated for this area under the Secrest Shortcut Plan.
2. The proposed use is inconsistent with the Comprehensive Plan as continued and future
allowed industrial use on the property could result in increased congestion on the roads
and streets adjacent and nearby to the property, with traffic congestion being an area of
concern identified in the Comprehensive 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 by the
Plan as Agricultural. Supporting agriculture is one of the goals identified by the
Comprehensive Plan.
91
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-015 Agenda Date:1/12/2026
TITLE:..title
Service Award Recognition
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869
ACTION REQUESTED:
Short video will play to recognize employee service award recipients for Q4 including October,
November and December.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The employee recognition program acknowledges employees for full-time continuous service at the
following intervals: 5 years, 10 years, 15 years, 20 years, 25 years and 30 years of service. We
would like to recognize the following employees for full-time continuous service with Union County
Local Government.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™92
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-016 Agenda Date:1/12/2026
TITLE:..title
City of Monroe Request to Provide Water Service
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
Approve the request from the City of Monroe to provide water service to Parcel 08-303-016D located
at 1806 Willis Long Rd.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
City of Monroe recently received a request for outside city service located at 1806 Willis Long Road
(see attached supporting documentation). Parcel 08-303-016D is requesting water service to serve
property.
The City of Monroe has indicated that they are prepared to serve the property with water, as outside
City customer, if approval is granted from Union County. Our water and sewer service agreement
with the City of Monroe prohibits the City from providing service outside the City limits without the
express, written approval of the Board of County Commissioners.
Union County does not have any water infrastructure in the area to serve the property. Union County
Water has no objection to the City providing water service to this property.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™93
94
E!H&,'
1 0 " P V C C 9 0 0
W IL L IS L O N G R D
60 0 60 120 180 24030 Feet
µ1806 Willis Long R d. Loca tion Map
95
WILLIS LONGD
R
I
V
EW
A
Y
DRIVEWAY
DRIVEWAY
POPLINDRIVEWAY
M
O
N
R
O
E
D
R
I
V
E
W
A
Y
RIVERB
E
N
D
RIVERBEND
RI
V
E
R
B
E
N
D
DICKSONDRIVEWAY
DRIVEWAYRIVERBE
N
D
POPLINM
O
N
R
O
E
M
O
N
R
O
E
DRIV
E
W
A
Y
Union County GIS Water/Sewer Map
City of Charlotte, Union County, State of North Carolina DOT, Esri, HERE,
Garmin, INCREMENT P, Intermap, NGA, USGS
Road Labels
Parcels
12/15/2025, 4:35:52 PM
0 0.1 0.20.05 mi
0 0.2 0.40.1 km
1:9,028
UCPW
This information is presented "as is" and without warranties. Union County does not assume any responsibility for any decisions that may arise from the use of this data. The map will not be resold or
96
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-028 Agenda Date:1/12/2026
TITLE:..title
Task Order - Sewer Repair & Rehabilitation Excavation Repairs
INFORMATION CONTACT:
Christopher Clark, Water and Wastewater Operations, Director, 704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
November 3, 2024, Regular Meeting, Agenda Item #25-678 - Approved Contract
BACKGROUND:
The purpose of the Task Order is to make needed repairs on the sewer lines located in the Tallwood
and Eastside sections of our system. Our contract with G.S. Construction, Inc. will be used to make
these repairs to our sewer system which are allowing substantial rainwater and ground water (inflow
and infiltration) to enter the sewer system, as well as to repair significant structural issues that are
causing re-occurring maintenance issues.
G.S. Construction, Inc. has been selected to provide Repairs Services for Contract #9916. G.S.
Construction, Inc. was chosen from a list of venders previously selected from IFB No. 2025-019
Sewer Repair & Rehabilitation Excavation Repairs to provide these services for Union County Water.
FINANCIAL IMPACT:
The total cost of the contract with G.S. Construction, Inc. is $186,200.00. Sufficient funds are
available in Capital Account Sewer Repairs Operations Budget - 6512-5381.
Union County, NC Printed on 1/2/2026Page 1 of 1
powered by Legistar™97
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-035 Agenda Date:1/12/2026
TITLE:..title
Contract - Waxhaw North Sanitary Sewer Replacement & Rehabilitation
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to North American Pipeline Management, LLC in the amount of $3,295,540.50, and
2) authorize the County Manager to i) negotiate and execute an agreement substantially consistent
with this agenda item, ii) exercise any renewal or extension term options set forth in the agreement,
and iii) terminate the agreement if deemed in the best interest of the County, each in the County
Manager’s discretion.
PRIOR BOARD ACTIONS:
1)March 1, 2021, Regular Meeting, Agenda Item #4 - Approved WK Dickson Task Order 2021-01
for engineering field assessment and preliminary design services for the project in an amount of
$104,850.00.
2)March 20, 2023, Regular Meeting, Agenda Item #23-057 - Approved WK Dickson Task Order
2021-09 for final design, permitting, and bidding services in an amount of $135,509.00.
3)August 12, 2024, Regular Meeting, Agenda Item #24-530 - Adopted resolution accepting
Appropriations Act (S.L. 2023-134) funding in the amount of $1,477,500.00 from the North
Carolina Department of Environmental Quality Division of Water Infrastructure and authorized the
County Manager to execute all necessary documentation related to the acceptance.
4)November 17, 2025 , Regular Meeting Agenda Item 25-698 - Adopted resolution for tentative
award of the construction contract to North American Pipeline Management, LLC in the amount of
$3,138,610.00 contingent upon North Carolina Department of Environmental Quality’s (NCDEQ)
issuance of the Authority to Award and adopted resolution providing notice of construction of the
project.
BACKGROUND:
The Capital Improvement Plan (CIP) includes an annual allocation in the Wastewater Rehabilitation &
Replacement Program to assess, prioritize, and rehabilitate/replace sanitary sewer collection system
infrastructure. This project is Year 1 of a two-year rehabilitation project to replace the aged Septic
Tank Effluent Gravity (STEG) wastewater collection system in Waxhaw. This Year 1 project consists
of the replacement of approximately 4,500 linear feet of 4-inch and 6-inch sewer lines with 8-inch and
10-inch sewer mains in the Waxhaw downtown area on the north side of Highway 75.
On November 17, 2025, the Board of County Commissioners adopted a resolution for the tentative
award of the construction contract to North American Pipeline Management, LLC in the amount of
Union County, NC Printed on 1/2/2026Page 1 of 2
powered by Legistar™98
File #:26-035 Agenda Date:1/12/2026
$3,138,610.00 pending NCDEQ’s issuance of the Authority to Award. NCDEQ’s Authority to Award
was required for final award of the construction contract because NCDEQ is providing funding for the
project. NCDEQ issued the Authority to Award on December 22, 2025. The Authority to Award
included a five percent construction contingency in the amount of $156,930.50 to be added to the
tentative bid award amount of $3,138,610.00; therefore, the final construction contract amount for
award increased to $3,295,540.50.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60185522 - STEG Assessment Waxhaw to
support the construction contract amount of $3,295,540.50.
Union County, NC Printed on 1/2/2026Page 2 of 2
powered by Legistar™99
December 22, 2025
Brian Matthews, County Manager
Union County
500 N. Main Street, Suite 600
Monroe, NC 28112
SUBJECT: Authority to Award
Project No. SRP-W-134-0086
Waxhaw Sanitary Sewer Replacement &
Rehabilitation
Dear Mr. Matthews:
The Project Bid Information documents, including the Disadvantaged Business Enterprise
(DBE) solicitations, have been reviewed for the subject project. The project budget is approved as
follows:
Project Expenses Total Amount Eligible Amount
North American Pipeline Management $3,138,610.00 2,959,110.00
Planning & Design* $262,959.00 $262,959.00
Construction Phase Engineering* $132,900.00 $132,900.00
Contingency 5%* $156,930.50 $147,955.50
Total Costs $3,691,399.50** $3,502,924.50**
*Subject to further review
**Note: 2023-134 award is limited to $1,477,500. This document does not increase
available funding.
Please note that the funding amount is restricted to the eligible costs noted above. This amount may
be less than the amount in the executed Funding Offer. If costs increase during construction, please contact
the Division regarding the possibility of increasing funding. Increases will only be considered to cover
unforeseen conditions and will not be considered for any increases to the scope.
You may award the contract and issue work orders to begin construction. Please provide Pam
Whitley of this office with the following:
• An original executed bound contract with specifications
• Notice to Proceed.
The approval of contracts is not required prior to issuance of work orders, but no disbursements can
be processed until the contract documents have been approved. Additionally, please note that this office will
not process any payments until we receive the executed funding agreement.
100
The subcontractors in the table below, and their DBE status, are noted as part of this Authority to
Award. Should any of these subcontractors not be able to perform the work noted, the selection of a new
subcontractor will entail utilizing “Good Faith Efforts” again and providing this office with that evidence.
Subcontractors for North American Pipeline Management
TRADE SUBCONTRACTOR PRICE DBE
Asphalt Paving Hux Contracting, LLC $176,434.00
Cleaning and CCTV Pipe Pros, LLC $45,510.00
All Payment requests must be supported by adequate documentation of costs. Your attention
is directed to the special funding conditions included with your funding agreement regarding items
that must be addressed prior to payments being made for construction costs.
The assigned inspector for your project is Carrie Pickett. Please contact her prior to
scheduling the preconstruction conference. She will need to attend this first meeting. Her contact
information is carrie.pickett@deq.nc.gov@deq.nc.gov. Please be advised that all change orders must
be forwarded to the inspector for review and a funding eligibility determination. Your construction of
this project is a step forward in protecting our valuable water resources.
If you have questions regarding this matter, you can contact David Smith at
david.smith@deq.nc.gov.
Sincerely,
Mark L. Hubbard, P.E.
Grant Management Unit
cc: Brian Matthews, County Manager, Union County (brian.matthews@unoincountync.gov)
Thomas Mann, CIP Program Manager, Union County (thomas.mann@unioncountync.gov)
Jake R. Berkshire, Ardurra Group, Inc. (jberkshire@ardurra.com)
Caelb M. Brehm, Ardurra Group, Inc. (cbrehm@ardurra.com)
Carrie Pickett, DWI (via email)
Pam Whitley, DWI (via email)
SRP-134 (P_ATA)
Agreement ID: 2000075369
101
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-039 Agenda Date:1/12/2026
TITLE:..title
Bid Award - FY2022 Short Water Line Extension Program Phase B - East Lawyers Road
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
1) Award contract to Dawn Development Company, Inc. in the amount of $636,643.93, 2) authorize
the County Manager to i) negotiate and execute an agreement with Dawn Development Company,
Inc. substantially consistent with this agenda item, ii) exercise any renewal or extension term options
set forth in the agreement, and iii) terminate the agreement if deemed in the best interest of the
County, each in the County Manager’s discretion, and 3) adopt Resolution Providing Notice of
Construction of the FY2022 Short Water Line Extension Program Phase B - East Lawyers Road.
PRIOR BOARD ACTIONS:
1) August 16, 2021, Regular Meeting, Agenda Item #40 - Approved the ranking criteria, cost share,
and application period for the Short Water Line Extension Program.
2) February 7, 2022, Regular Meeting, Agenda Item #22-011 - Approved the FY2022 Short Water
Line Extension Program applicant selections.
3) April 4, 2022, Regular Meeting, Agenda Item #22-178 - Approved the selection of two additional
projects for the FY2022 Short Water Line Extension Program.
4) September 6, 2022, Regular Meeting, Agenda Item #22-531 - Approved moving forward with the
selected FY2022 Short Water Line Extension Program selected projects based on applicants’ fee
payments.
5) August 14, 2023, Regular Meeting, Agenda Item #23-490 - Approved Task Order 2020-01 with
STV Engineers, Inc. for Engineering and Design services for the FY2022 Short Water Line Extension
Program Phase B.
6) August 11, 2025, Regular Meeting, Agenda Item #25-523 - Approved bidding the East Lawyers
Road portion of the FY2022 Short Water Line Phase B project.
BACKGROUND:
The Short Water Line Extension Program, as adopted by the Board of County Commissioners
(BOCC), provides for the extension of water lines to serve and provide an environmental benefit to
qualifying applicants in Union County. The FY2022 Short Water Line Extension Program projects
have been divided into four Phases (A - D). Phase B originally consisted of two projects with
approximately 3.6 miles of water lines serving 26 applicants on Haigler Road, Zebulon Williams
Road, Morgan Mill Road, and East Lawyers Road. There are outstanding easements for the Haigler
Road, Zebulon Williams Road, and Morgan Mill Road project that were delaying Phase B from being
bid. There are no outstanding easements for the East Lawyers Road project; therefore, it was
Union County, NC Printed on 1/2/2026Page 1 of 2
powered by Legistar™102
File #:26-039 Agenda Date:1/12/2026
separated from the remainder of Phase B for bidding and construction.
On November 17, 2025, the Procurement Department partnered with Union County Water -
Engineering department to issue an Invitation for Bid IFB 2026-039 - FY2022 Short Water Line
Extension Program Phase B -Project 1 East Lawyers Road. On December 17, 2025, seven (7) bids
for the title project were received and processed. All bids were tabulated, reviewed, and certified by
STV Engineers, Inc. The bids ranged from $636,643.93 to $1,356,064.00; staff recommend that the
project be awarded to the lowest responsive, responsible bidder, Dawn Development Company, Inc.,
in the amount of $636,643.93.
FINANCIAL IMPACT:
Funding is available within the adopted capital account 60184128 - FY2022 Short Water Line
Extensions Program to support the construction contract amount of $636,643.93.
Union County, NC Printed on 1/2/2026Page 2 of 2
powered by Legistar™103
December 29, 2025
Juan Rodriguez-Cruz, Procurement Specialist
Union County North Carolina
610 Patton Avenue
Monroe, North Carolina 28110
704.283.3519
December 29, 2025
Via Mail and Email
Claude A. Palmer, President
Dawn Development Company, Inc.
1815 North Rocky River Road
Monroe, North Carolina 28110
RE: Notice to Award – Construction Services Contract
Project: FY22 SHORT WATER LINE EXTENSIONS – PHASE B
Union County Project No.: 2026-039
Dear Mr. Rodriguez-Cruz:
On Wednesday, December 17, 2025, at 2:00 P.M. 610 Patton Avenue, Monroe, NC, bids for
the referenced project were received, opened, and publicly read. Bids were received for
Single-Prime Construction of the FY22 Short Water Line Extension – Phase B Project.
A total of seven (7) bids were received from the following:
Contractor Total Base Bid
State Utility Contractors, Inc. $ 902,060.50*
Classic City Mechanical, Inc. $ 706,970.55
Dawn Development Company, Inc. $ 636,643.93
Mainlining America LLC $ 1,356,064.00**
Dallas 1 Construction LLC $696,577.94 104
Richard D. Suggs Construction LLC $ 1,109,734.50
Mountaineer Contractors, Inc. $ 964,285.00
*Total bid read as $1,022,185.50 but actually totaled $902,060.50.
**Total bid read as $1,352,064.00 but actually totaled $1,356,064.00.
One copy of the Bid Tabulation is included with this letter.
Dawn Development Company, Inc. was the apparent low bidder at the time bids were read. Upon
review of the low bidder’s current and prior work experience, as relevant to this project, STV Inc.,
recommends that the Single-Prime Construction Contract be awarded to Dawn Development
Company, Inc. based on the total base bid of $636,643.93.
The contractor receiving the award will be required to provide a Performance and Payment Bond,
prior to executing a Construction Contract with the Union County, to ensure th at the project will
be completed according to the specifications in the Construction Documents.
Please do not hesitate to call me with any questions or comments regarding this information or
the project in general (Direct: 980-308-4487, Email: William.keaton@stvinc.com)
Respectfully submitted,
STV Inc.
William (Bill) B. Keaton, P.E.
Water Group Manager- Charlotte/Raleigh
2151 Hawkins Street, Suite 1400 | Charlotte, NC 28203 | p 704-372-
1885 |
www.stvinc.com 105
Project Title FY22 Short Water Line Extensions Phase-B Project 1 East Lawyers Road
Date/Time December 17, 2025, 2PM EST
UC Project Number Invitation for Bid No. 2026-039
STV Project Number 4022351
Item
No.
Description Estimated
Quantity
Unit Bid Unit
Price Bid Price Bid Unit
Price Bid Price Bid Unit
Price Bid Price Bid Unit
Price Bid Price Bid Unit
Price Bid Price Bid Unit
Price Bid Price Bid Unit
Price Bid Price
1C 12” DIP WATER LINE 2,795 LF $155.00 $433,225.00 $120.00 $335,400.00 $126.00 $352,170.00 $210.00 $586,950.00 $120.00 $335,400.00 $150.00 $419,250.00 $124.00 $346,580.00
1E 12” RESTRAINED JOINT
WATER LINE ADDER
775 LF $35.00 $27,125.00 $134.00 $103,850.00 $126.00 $97,650.00 $220.00 $170,500.00 $139.26 $107,926.50 $160.00 $124,000.00 $138.00 $106,950.00
2C 12” GATE VALVE 3 EA $6,000.00 $18,000.00 $5,871.00 $17,613.00 $6,000.00 $18,000.00 $8,000.00 $24,000.00 $5,800.00 $17,400.00 $5,000.00 $15,000.00 $7,030.00 $21,090.00
2E 12” X 12” TAPPING
SLEEVE
AND VALVE
1 EA $23,000.00 $23,000.00 $21,268.00 $21,268.00 $17,500.00 $17,500.00 $26,000.00 $26,000.00 $15,007.57 $15,007.57 $20,000.00 $20,000.00 $29,100.00 $29,100.00
2G FIRE HYDRANT
ASSEMBLY
INCLUDING GUARD
4 EA
$10,000.00 $40,000.00 $8,000.00 $32,000.00 $8,500.00 $34,000.00 $10,500.00
$42,000.00
$8,871.14 $35,484.56 $9,000.00 $36,000.00 $9,500.00 $38,000.00
2H 2” AIR RELEASE VALVE 1 EA $13,000.00 $13,000.00 $8,000.00 $8,000.00 $2,000.00 $2,000.00 $3,500.00 $3,500.00 $6,397.70 $6,397.70 $15,000.00 $15,000.00 $9,650.00 $9,650.00
3A SERVICE CONNECTION 10 EA $700.00 $7,000.00 $975.00 $9,750.00 $1,000.00 $10,000.00 $1,000.00 $10,000.00 $706.56 $7,065.60 $1,000.00 $10,000.00 $1,225.00 $12,250.00
3B ¾” COPPER SERVICE
(LONG
SIDE, BORED)
200 LF $70.00 $14,000.00 $48.00 $9,600.00 $40.00 $8,000.00 $100.00 $20,000.00 $32.71 $6,542.00 $70.00 $14,000.00 $62.00 $12,400.00
3C ¾” COPPER SERVICE
(SHORT
SIDE)
21 LF $40.00 $840.00 $43.00 $903.00 $40.00 $840.00 $500.00 $10,500.00 $28.71 $602.91 $30.00 $630.00 $545.00 $11,445.00
3D METER BOX AND
SETTING
EQUIPMENT FOR ¾”
10 EA $650.00 $6,500.00 $975.00 $9,750.00 $1,500.00 $15,000.00 $1,500.00 $15,000.00 $795.66 $7,956.60 $1,500.00 $15,000.00 $1,850.00 $18,500.00
4D 20” DIA STEEL CASING
(T=0.281”), NO CARRIER
PIPE
8 LF $1,500.00 $12,000.00 $350.00 $2,800.00 $250.00 $2,000.00 $400.00 $3,200.00 $200.00 $1,600.00 $2,000.00 $16,000.00 $875.00 $7,000.00
4E FREE BORE FOR 8”
WATER
MAIN
100 LF $525.00 $52,500.00 $75.00 $7,500.00 $1.00 $100.00 $200.00 $20,000.00 $150.00 $15,000.00 $800.00 $80,000.00 $390.00 $39,000.00
5A GRAVEL ROAD AND
DRIVEWAY
367 SY $35.00 $12,845.00 $25.00 $9,175.00 $1.00 $367.00 $90.00 $33,030.00 $20.00 $7,340.00 $30.00 $11,010.00 $30.00 $11,010.00
5B CONCRETE DRIVEWAY 50 SY $250.00 $12,500.00 $1.00 $50.00 $1.00 $50.00 $300.00 $15,000.00 $50.00 $2,500.00 $300.00 $15,000.00 $200.00 $10,000.00
5C BRICK DRIVEWAY 160 SY $260.00 $41,600.00 $1.00 $160.00 $1.00 $160.00 $300.00 $48,000.00 $50.00 $8,000.00 $500.00 $80,000.00 $230.00 $36,800.00
5D ASPHAULT DRIVEWAY 40 SY $200.00 $8,000.00 $1.00 $40.00 $1.00 $40.00 $300.00 $12,000.00 $5.00 $200.00 $200.00 $8,000.00 $232.00 $9,280.00
6A STONE UNDERCUT 50 CY $85.00 $4,250.00 $20.00 $1,000.00 $1.00 $50.00 $250.00 $12,500.00 $35.00 $1,750.00 $70.00 $3,500.00 $231.00 $11,550.00
6B REMOVAL OF
UNSUITABLE
MATERIAL
100 CY $30.00 $3,000.00 $15.00 $1,500.00 $1.00 $100.00 $90.00 $9,000.00 $30.00 $3,000.00 $70.00 $7,000.00 $86.00 $8,600.00
6C SELECT BACKFILL 50 CY $50.00 $2,500.00 $20.00 $1,000.00 $1.00 $50.00 $150.00 $7,500.00 $100.00 $5,000.00 $50.00 $2,500.00 $125.00 $6,250.00
6D RESTORATION, SEEDING,
AND
MULCHING
2 AC $3,000.00 $6,000.00 $1,000.00 $2,000.00 $3,000.00 $6,000.00 $25,000.00 $50,000.00 $1,000.00 $2,000.00 $20,000.00 $40,000.00 $30,100.00 $60,200.00
6E TRAFFIC CONTROL 1 LS $2,500.00 $2,500.00 $25,700.00 $25,700.00 $5,000.00 $5,000.00 $70,000.00 $70,000.00 $10,000.00 $10,000.00 $60,000.00 $60,000.00 $27,030.00 $27,030.00
7 EROSION CONTROL 1 LS $65,000.00 $65,000.00 $39,732.00 $39,732.00 $5,000.00 $5,000.00 $40,000.00 $40,000.00 $35,453.00 $35,453.00 $15,000.00 $15,000.00 $37,400.00 $37,400.00
8 TESTING ALLOWANCE 1 LS $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00
9 MOBILIZATION
(MAXIMUM
4% OF BASE BID)
1 LS $38,000.00 $38,000.00 $25,740.00 $25,740.00 $23,363.08 $23,363.08 $49,000.00 $49,000.00 $24,317.62 $24,317.62 $40,000.00 $40,000.00 $38,600.00 $38,600.00
10 CONTINGENCY
ALLOWANCE
(5% OF BASE BID)
1 LS $48,675.50 $48,675.50 $32,439.55 $32,439.55 $29,203.85 $29,203.85 $68,384.00 $68,384.00 $30,633.88 $30,633.88 $52,844.50 $52,844.50 $45,600.00 $45,600.00
Total
Bid
Price
I hereby certify that the above is a true and correct
(to the best of my knowledge) tabulation of bids received on December 17, 2025.
15237 S. Preston Hwy
Kingwood, WV 26537
License No. 76264
Sydney Vossmer, PE
STV Engineers, Inc.
Charlotte, NC 28269
License No. 48533
4610 Paige Road
Mt. Pleasant, NC 28214
License No. 25338
$902,060.50 $706,970.55 $636,643.93 $1,356,064.00 $696,577.94 $1,109,734.50 $964,285.00
Richard D. Suggs Construction LLCState Utility Contractors, Inc Classic City Mechanical, Inc Dawn Development Company, Inc
4417 Old Charlotte Hwy
Monroe, NC 28110
Mainlining America LLC
Engineer's Seal
Dallas 1 Construction, LLC Mountaineer Contractors, Inc
License No. 17793
PO Box 180
Winterville, GA 30683
License No. 15247
1815 North Rocky River Rd
Monroe, NC 28110
License No. 50539
354 Eisenhower Prkwy, Suite 1300
Livingston, NJ 07039
License No. 79079
PO Box 480369
$1,352,064.00
$553,350.00
$1,022,185.50
$10,500.00
Sydney Vossmer
Digitally signed by Sydney Vossmer
DN: C=US, E=sydney.vossmer@stvinc.com,
O=STV, OU=227, CN=Sydney Vossmer
Date: 2025.12.19 12:58:50-05'00'
Docusign Envelope ID: A65B68C5-6892-434D-9899-A9AF12CDDA44
12/22/2025
106
RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF
FY2022 SHORT WATER LINE EXTENSION PROGRAM PHASE B – EAST LAWYERS ROAD
PROJECT CONSTRUCTION
WHEREAS, pursuant to G.S § 153A-457, a county shall notify property owners and adjacent
property owners prior to commencement of any construction project by the county; and
WHEREAS, G.S. § 153A-457 provides that notice of a county construction project is deemed
sufficient if notice of the construction project is given in any open meeting of the county prior to
the commencement of the construction project; and
WHEREAS, the Union County Board of Commissioners desires to give notice of construction of
the FY2022 Short Water Line Extension Program Phase B – East Lawyers Road project prior to
commencement of project construction as required by G.S. § 153A-457.
NOW, THEREFORE, BE IT RESOLVED BY THE Union County Board of Commissioners that:
1. Union County may commence construction of the FY2022 Short Water Line Extension
Program Phase B – East Lawyers Road project on property as shown on the attached map
after the award date of the construction contract for the project.
2. This resolution and notice is adopted in accordance with the construction notice
requirements of G.S. § 153A-457.
Adopted this the 12th day of January, 2026.
Attest:
Lynn West Brian Helms
Clerk to the Board Chair, Union County Board of Commissioners
107
108
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-043 Agenda Date:1/12/2026
TITLE:..title
Contract - Handwheel Expansion Connectors
INFORMATION CONTACT:
Amy McCaskill, UC Water Utility Business Services, Director, 704-283-3508
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:
UC Water brought a contract to the Board in March of 2024 for the purchase of handwheel expansion
connectors necessary for water meter installations and repairs. In May of 2025 we learned that the
vendor could not continue to honor its pricing due to tariffs, therefore we rebid the project.
On October 7, 2025, the Procurement Department partnered with UC Water to issue Invitation for Bid
#2026-013 Handwheel Expansion Connectors. On October 21, 2025, Two bids for the title project
were received and processed. The bids were tabulated, reviewed, and certified by UC Water. The
bids ranged from $430,050 to $463,740. Staff recommends that the project be awarded to the lowest
responsive, responsible bidder, Ferguson Enterprises, LLC.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $107,512.50. Since this contract contains an initial two-
year term with two one-year renewal options, a total of $430,050 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 12/30/2025Page 1 of 1
powered by Legistar™109
1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by
and between UNION COUNTY, a political subdivision of the State of North Carolina, whose
address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and FERGUSON
ENTERPRISES, LLC OF VIRGINIA, whose address is 5001 Sunset Road, Charlotte, NC
28269, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Contractor is a supplier of certain 3/4” and 1” handwheel expansion
connectors, hereinafter referred to as “Goods;” and
WHEREAS, Union desires to purchase such Goods from Contractor on an as-needed
basis; and
WHEREAS, Contractor is willing to provide such Goods to Union as described in this
Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements
hereinafter set forth, the parties hereto do each contract and agree with the other as follows:
1. GOODS PROVIDED. Contractor agrees to provide the Goods in accordance
with the specifications in the “Invitation for Bid No. 2026-013 Handwheel Expansion
Connectors,” including Addendum No. 1 thereto dated October 2, 2025, and Addendum No. 2
thereto dated October 9, 2025 (the “IFB”), attached hereto and incorporated herein by this
reference. Contractor shall provide the Goods on an as-needed basis, upon request by Union for
such Goods. Union shall provide a purchase order number to Contractor prior to any Goods
being delivered. Contractor shall not be required to provide installation services pursuant to this
Agreement. Union does not guarantee the purchase of any minimum amount of Goods pursuant
to this Agreement.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor for purchase of
the Goods in accordance with the attached “Appendix A – Bid Form.” Contractor shall invoice
Union for Goods after each delivery requested by Union has been completed pursuant to
Section 1 herein. Contractor’s invoice must reference the purchase order number issued by
Union. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s
Finance Department. All payments shall be conditioned upon appropriation by the Union
County Board of Commissioners of sufficient funds for each request for services.
If the Agreement is renewed for additional terms in accordance with Section 4 herein, at
the beginning of each renewal term, Contractor may adjust the prices listed in the attached
“Appendix A – Bid Form” based on the Consumer Price Index, subject to the cost adjustment
clause in Section 7.5 of the IFB and “Attachment 1-Section 7.7 Tariffs” in Addendum No. 1 to
the IFB.
110
2
3. DELIVERY SCHEDULE. Contractor shall ship requested Goods described in
Section 1 herein FOB destination, Freight Prepaid. Delivery of such Goods shall be subject to
the delivery clauses of the IFB.
4. TERM AND TERMINATION. The Effective Date is the date of mutual
execution of this Agreement. This Agreement shall have a term of two (2) years (the “Initial
Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew
this Agreement for up to two (2) additional one (1)-year terms, each a “Renewal Term,” upon
written notice to the Contractor. Union may terminate this Agreement at any time, with or
without cause, by notification to Contractor in writing. In the event of termination without
cause, Contractor shall be paid for Goods delivered to the date of notification of termination by
Union.
5. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by Contractor, or any subcontractors or subconsultants under the terms of
this Agreement (“the Documents”), shall be the property of Union. Contractor further
acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the
Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as
defined herein, shall be a public record as defined in such Act, and as such, will be open to
public disclosure and copying.
6. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
7. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities
of every kind and character arising out of or relating to any and all claims, liens, demands,
obligations, actions, proceedings, or causes of action of every kind in connection with or arising
out of this Agreement and/or the performance hereof that are due, in whole or in part, to the
negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further
agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole
expense and agrees to bear all other costs and expenses related thereto.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of
Contractor or the employees of Contractor. Contractor shall not be treated as an employee with
respect to the services performed hereunder for federal or state tax purposes.
9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND
LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law,
Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that
Contractor may be liable for self-employment (social security) tax, to be paid by Contractor
according to law.
10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own
independently established business, Contractor is not eligible for, and shall not participate in, any
employee pension, health or other fringe benefit plan of Union.
111
3
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No
workers’ compensation insurance shall be obtained by Union concerning Contractor or the
employees of Contractor. Contractor shall comply with the workers’ compensation law
concerning Contractor and the employees of Contractor.
12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or
any form of agency between the parties.
13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may
become due or monies that are due) without the written consent of the other, except to the extent
that any assignment, subletting or transfer is mandated by law or the effect of this limitation may
be restricted by law. Unless specifically stated to the contrary in any written consent to
assignment, no assignment shall release or discharge the assignor from any duty or responsibility
under this Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of
any subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
agreement shall be given in writing and shall be delivered either by hand to the party or by
certified mail, return receipt requested, to the party at the party’s address stated herein. Any
party may change its address stated herein by giving notice of the change in accordance with this
paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed
and enforced in accordance with the laws of the State of North Carolina. The parties to this
Agreement confer exclusive jurisdiction of all disputes arising hereunder upon the General
Courts of Justice of Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement
of the parties regarding the terms and conditions of the Agreement, and there are no oral or
written conditions, terms, warranties, understandings or other agreements pertaining thereto
which have not been incorporated herein. This Agreement may be modified only by written
instrument duly executed by both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision
be determined to be invalid, unlawful or otherwise null and void by any court of competent
jurisdiction, the other provisions shall remain in full force and effect and shall not thereby be
affected unless such ruling shall make further performance hereunder impossible or impose an
unconscionable burden upon one of the parties.
19. AUTHORITY. Each party warrants that it has the corporate or other
organizational power and authority to execute, deliver and perform this Agreement. Each party
further warrants that the execution, delivery and performance by it of the Agreement has been
duly authorized and approved by all requisite action of the party’s management and appropriate
governing body.
112
4
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.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be
duly executed, this the day and year first above written.
UNION COUNTY
BY: _____________________________(SEAL)
Brian W. Matthews, County Manager
FERGUSON ENTERPRISES, LLC
OF VIRGINIA
BY: _____________________________(SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner required by
The Local Government Budget and Fiscal Control Act.
Deputy Finance Officer
113
5
Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE
GENERAL LIABILITY INSURANCE POLICY.
B. Before commencement of any work or event, Contractor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
114
6
D. It is the intention of the parties that the insurance policies afforded by Contractor
shall protect both parties and be primary and non-contributory coverage for any
and all losses covered by the above-described insurance.
E. Union County shall have no liability with respect to Contractor’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Contractor.
F. Notwithstanding the notification requirements of the Insurer, Contractor hereby
agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Water
Contract #: 10061
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.
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-045 Agenda Date:1/12/2026
TITLE:..title
Contracts - Temporary Staffing Services
INFORMATION CONTACT:
Christopher Clark, Water and Wastewater Operations, Director, 704-296-4215
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County’s Water Department is seeking temporary staffing services to fill Field Technician
positions on an as-needed basis. These temporary employees will support field crews responsible for
maintaining water and sewer infrastructure throughout the County. This Contract will be used to
temporary fill positions while recruitment of vacancies is being conducted.
The Procurement Department partnered with the UC Water to issue Request for Proposals #2025-
050 Field Tech Temporary Staffing. On August 21,2025, twenty-two proposals were received and
reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. The
top ranked three firms were invited to shortlist interview/presentations. As a result, the team requests
approval to enter into a contract with the top 2 scoring/ranked preferred offerors, SAGH Staffing, Inc.
dba AtWork Franchise, LLC, and Blue Arbor, Inc., to provide Temporary Staffing Services.
FINANCIAL IMPACT:
The estimated annual cost for this service is $150,000. Since the contracts contain an initial term of
two years with three one-year renewal options, a total of $750,000 is estimated to be spent. Funding
is available in the adopted FY2026 budget with future expenditures subject to annual BOCC budget
appropriation.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™145
1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and SAHG STAFFING INC.
D/B/A ATWORK PERSONNEL, a North Carolina corporation, whose address is 9305 Monroe
Road, Suite E, Charlotte, NC 28270, hereinafter “AtWork Personnel.”
W I T N E S S E T H
WHEREAS, Union desires that AtWork Personnel provide the services of temporary
employees to fill Field Technician Assistant positions in its Water & Sewer Department on an as-
needed basis; and
WHEREAS, AtWork Personnel is willing to provide said services, as described in this
Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
set forth, the parties hereto do each contract and agree with the other as follows:
1. JOBS TO BE PERFORMED. Upon request by the Director of Union’s Water &
Sewer Department, or his or her duly authorized designee, AtWork Personnel shall provide the
services of AtWork Personnel employees for temporary use. These employees shall work during the
dates and times specified in the request in accordance with, and as further described in (i) Union’s
Request for Proposals No. 2025-050, “Field Technician Water & Sewer Division Temporary Staffing
Services,” including Addendum No. 1 thereto dated August 14, 2025 (the “RFP”), and (ii) AtWork
Personnel’s proposal (the “Proposal”), which are each attached and incorporated herein by reference.
(Any reference to SAGH Staffing on the Proposal shall refer to SAHG Staffing Inc. d/b/a AtWork
Personnel.) This document (pages 1-6), the RFP, and the Proposal are collectively referred to herein
as the “Agreement.” In the event of any conflict among these documents, the RFP shall govern over
the Proposal, and this document (pages 1-6) shall govern over the RFP and the Proposal. Union is
not financially committed by this Agreement to purchase any minimum amount of services.
2. TERMS OF PAYMENT. Union shall pay AtWork Personnel in accordance with the
hourly rates set forth in the attached “Appendix A – Cost Proposal,” which is incorporated herein by
reference. The rate paid shall be conditioned upon the nature of the services performed by the
AtWork Personnel employee and the skill required. The requesting Director must approve the hourly
rate for each employee utilized. Prior to commencement of any temporary staffing placement, the
requesting Director must submit a Purchase Order (“PO”) to Union’s Finance Department, and each
PO shall reference Union’s contract number 10052 for this Agreement. All payments shall be
conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for
each request for services. AtWork Personnel shall invoice Union’s Water & Sewer Department by
the fifth day of each month for services provided the preceding month. Union shall pay the verified
invoice amount within thirty (30) days of receipt of invoice by Union’s Finance Department. Prior to
payment, AtWork Personnel shall provide to Union its federal identification number.
146
2
It is agreed that Union shall have the right to offer permanent employment to any AtWork
Personnel employee that has been placed with Union; provided, however, Union agrees to pay
AtWork Personnel an amount equal to fifteen percent (15%) of the employee’s first year salary as a
conversion fee. There would be no conversion fee for any temporary employee that has fulfilled 520
hours or more with Union.
3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of
this Agreement. This Agreement shall have an initial term of three (3) years (the “Initial Term”).
Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement
for up to two (2) additional one (1) -year terms, each a “Renewal Term,” upon written notice to the
AtWork Personnel. Union may terminate this Agreement at any time, without cause, upon provision
of ten (10) days’ written notice to AtWork Personnel. In the event of termination without cause,
AtWork Personnel shall be paid for services provided through the date of termination.
4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by AtWork Personnel, or any subcontractors or subconsultants under the terms
of this Agreement (the “Documents”), shall be the property of Union. AtWork Personnel further
acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public
Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein,
shall be a public record as defined in such Act, and as such, will be open to public disclosure and
copying.
5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
6. INDEMNIFICATION. AtWork Personnel agrees to protect, defend, indemnify and
hold Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind, including, but not limited to, employment-
related claims and/or claims arising out alleged violations of applicable state and/or federal
employment law, 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 AtWork Personnel, its officers, employees,
subcontractors or agents. AtWork Personnel further agrees to investigate, handle, respond to,
provide defense for, and defend the same at its sole expense and agrees to bear all other costs and
expenses related thereto.
7. DECLARATION BY ATWORK PERSONNEL. AtWork Personnel declares that
AtWork Personnel has complied with all federal, state and local laws regarding the location and
operation of AtWork Personnel’s business and regarding business permits, certificates, and licenses
that may be required to carry out the work to be performed under this Agreement.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of AtWork
Personnel or the employees of AtWork Personnel. Employees of AtWork Personnel shall not be
treated as employees with Union with respect to the services performed hereunder for federal or state
tax purposes.
147
3
9. NOTICE TO ATWORK PERSONNEL REGARDING ITS TAX DUTIES AND
LIABILITIES. AtWork Personnel understands that AtWork Personnel is responsible to pay,
according to law, income tax on behalf of its employees.
10. FRINGE BENEFITS. AtWork Personnel employees are not eligible for, and shall
not participate in, any employee pension, health or other fringe benefit plan of Union.
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning AtWork Personnel or the employees
of AtWork Personnel. AtWork Personnel shall comply with the workers’ compensation law
concerning AtWork Personnel and the employees of AtWork Personnel.
12. NO AUTHORITY TO BIND UNION. AtWork Personnel has no authority to enter
into contracts or agreements on behalf of Union. This Agreement does not create a partnership or
any form of agency between the parties.
13. ASSIGNMENT. Neither Union nor AtWork Personnel shall assign, sublet or transfer
any rights under or interest in this Agreement (including, but without limitation, monies that may
become due or monies that are due) without the written consent of the other, except to the extent that
any assignment, subletting or transfer is mandated by law or the effect of this limitation may be
restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no
assignment shall release or discharge the assignor from any duty or responsibility under this
Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
Agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
Agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of
the parties regarding the terms and conditions of the Agreement, and there are no oral or written
conditions, terms, warranties, understandings or other agreements pertaining thereto which have not
been incorporated herein. This Agreement may be modified only by written instrument duly
executed by both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden
upon one of the parties.
148
4
19. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and
approved by all requisite action of the party’s management and appropriate governing body.
20. E-VERIFY. E-Verify is the federal program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent
program, used to verify the work authorization of newly hired employees pursuant to federal law.
AtWork Personnel shall ensure that AtWork Personnel 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 AtWork Personnel will be considered a breach of this Agreement, which
entitles Union to terminate this Agreement, without penalty, upon notice to AtWork Personnel.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
SAHG STAFFING INC.
D/B/A ATWORK PERSONNEL
By: (SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
Deputy Finance Officer
149
5
Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At AtWork Personnel’s sole expense,
AtWork Personnel shall procure and maintain the following minimum insurances with insurers
authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as
otherwise authorized by the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
D. PROFESSIONAL LIABILITY
$1,000,000 Claims Made
AtWork Personnel shall provide evidence of continuation or renewal of
Professional Liability Insurance for a period of two (2) years following
termination of the Agreement.
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The AtWork Personnel’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.
150
6
B. Before commencement of any work or event, AtWork Personnel shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. AtWork Personnel 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 AtWork
Personnel 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 AtWork Personnel’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of AtWork Personnel.
F. Notwithstanding the notification requirements of the Insurer, AtWork Personnel
hereby agrees to notify County’s Risk Manager at 500 North Main Street,
Monroe, NC 28112, within two (2) days of the cancellation or substantive change
of any insurance policy set out herein. Union, in its sole discretion, may deem
failure to provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Water
Contract #: 10052
H. Insurance procured by AtWork Personnel shall not reduce nor limit AtWork
Personnel’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 AtWork Personnel is authorized to assign or subcontract any of its rights or
duties hereunder and in fact does so, AtWork Personnel 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.
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into as of __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and BLUE ARBOR, INC., a North
Carolina corporation, whose address is 5413 Morton Road, New Bern, NC 28562, hereinafter
“Blue Arbor.”
W I T N E S S E T H
WHEREAS, Union desires that Blue Arbor provide the services of temporary employees to
fill Field Technician Assistant positions in its Water & Sewer Department on an as-needed basis; and
WHEREAS, Blue Arbor is willing to provide said services, as described in this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
set forth, the parties hereto do each contract and agree with the other as follows:
1. JOBS TO BE PERFORMED. Upon request by the Director of Union’s Water &
Sewer Department, or his or her duly authorized designee, Blue Arbor shall provide the services of
Blue Arbor employees for temporary use. These employees shall work during the dates and times
specified in the request in accordance with, and as further described in (i) Union’s Request for
Proposals No. 2025-050, “Field Technician Water & Sewer Division Temporary Staffing Services,”
including Addendum No. 1 thereto dated August 14, 2025 (the “RFP”), and (ii) Blue Arbor’s
proposal (the “Proposal”), which are each attached and incorporated herein by reference. This
document (pages 1-6), the RFP, and the Proposal are collectively referred to herein as the
“Agreement.” In the event of any conflict among these documents, the RFP shall govern over the
Proposal, and this document (pages 1-6) shall govern over the RFP and the Proposal. Union is not
financially committed by this Agreement to purchase any minimum amount of services.
2. TERMS OF PAYMENT. Union shall pay Blue Arbor in accordance with the hourly
rates set forth in the attached “Appendix A – Cost Proposal,” which is incorporated herein by
reference. The rate paid shall be conditioned upon the nature of the services performed by the Blue
Arbor employee and the skill required. The requesting Director must approve the hourly rate for
each employee utilized. Prior to commencement of any temporary staffing placement, the requesting
Director must submit a Purchase Order (“PO”) to Union’s Finance Department, and each PO shall
reference Union’s contract number 10051 for this Agreement. All payments shall be conditioned
upon appropriation by the Union County Board of Commissioners of sufficient funds for each
request for services. Blue Arbor shall invoice Union’s Water & Sewer Department by the fifth day
of each month for services provided the preceding month. Union shall pay the verified invoice
amount within thirty (30) days of receipt of invoice by Union’s Finance Department. Prior to
payment, Blue Arbor shall provide to Union its federal identification number.
It is agreed that Union shall have the right to offer permanent employment to any Blue Arbor
employee that has been placed with Union. There would be no conversion fee for any temporary
employee that has fulfilled 600 hours or more with Union.
199
2
3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of
this Agreement. This Agreement shall have an initial term of three (3) years (the “Initial Term”).
Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement
for up to two (2) additional one (1) -year terms, each a “Renewal Term,” upon written notice to the
Blue Arbor. Union may terminate this Agreement at any time, without cause, upon provision of ten
(10) days’ written notice to Blue Arbor. In the event of termination without cause, Blue Arbor shall
be paid for services provided through the date of termination.
4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by Blue Arbor, or any subcontractors or subconsultants under the terms of this
Agreement (the “Documents”), shall be the property of Union. Blue Arbor further acknowledges
that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act
(the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a
public record as defined in such Act, and as such, will be open to public disclosure and copying.
5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
6. INDEMNIFICATION. Blue Arbor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind, including, but not limited to, employment-
related claims and/or claims arising out alleged violations of applicable state and/or federal
employment law, 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 Blue Arbor, its officers, employees,
subcontractors or agents. Blue Arbor further agrees to investigate, handle, respond to, provide
defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses
related thereto.
7. DECLARATION BY BLUE ARBOR. Blue Arbor declares that Blue Arbor has
complied with all federal, state and local laws regarding the location and operation of Blue Arbor’s
business and regarding business permits, certificates, and licenses that may be required to carry out
the work to be performed under this Agreement.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Blue Arbor or
the employees of Blue Arbor. Employees of Blue Arbor shall not be treated as employees with
Union with respect to the services performed hereunder for federal or state tax purposes.
9. NOTICE TO BLUE ARBOR REGARDING ITS TAX DUTIES AND
LIABILITIES. Blue Arbor understands that Blue Arbor is responsible to pay, according to law,
income tax on behalf of its employees.
10. FRINGE BENEFITS. Blue Arbor employees are not eligible for, and shall not
participate in, any employee pension, health or other fringe benefit plan of Union.
200
3
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning Blue Arbor or the employees of Blue
Arbor. Blue Arbor shall comply with the workers’ compensation law concerning Blue Arbor and the
employees of Blue Arbor.
12. NO AUTHORITY TO BIND UNION. Blue Arbor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or any
form of agency between the parties.
13. ASSIGNMENT. Neither Union nor Blue Arbor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may become
due or monies that are due) without the written consent of the other, except to the extent that any
assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted
by law. Unless specifically stated to the contrary in any written consent to assignment, no
assignment shall release or discharge the assignor from any duty or responsibility under this
Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
Agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
Agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of
the parties regarding the terms and conditions of the Agreement, and there are no oral or written
conditions, terms, warranties, understandings or other agreements pertaining thereto which have not
been incorporated herein. This Agreement may be modified only by written instrument duly
executed by both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden
upon one of the parties.
19. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and
approved by all requisite action of the party’s management and appropriate governing body.
201
4
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.
Blue Arbor shall ensure that Blue Arbor 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 Blue Arbor will be considered a breach of this Agreement, which entitles Union to
terminate this Agreement, without penalty, upon notice to Blue Arbor.
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
BLUE ARBOR, INC.
By: (SEAL)
Approved as to Legal Form RLM
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
Deputy Finance Officer
202
5
Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At Blue Arbor’s sole expense, Blue Arbor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. COMMERCIAL GENERAL LIABILITY
Covering all operations involved in this Agreement.
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Each Occurrence
$1,000,000 Personal and Advertising Injury Limit
C. COMMERCIAL AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limit - Any Auto
D. PROFESSIONAL LIABILITY
$1,000,000 Claims Made
Blue Arbor shall provide evidence of continuation or renewal of Professional
Liability Insurance for a period of two (2) years following termination of the
Agreement.
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Blue Arbor’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.
203
6
B. Before commencement of any work or event, Blue Arbor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Blue Arbor 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 Blue Arbor
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 Blue Arbor’s personal
property whether insured or not insured. Any deductible or self-insured retention
is the sole responsibility of Blue Arbor.
F. Notwithstanding the notification requirements of the Insurer, Blue Arbor hereby
agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC
28112, within two (2) days of the cancellation or substantive change of any
insurance policy set out herein. Union, in its sole discretion, may deem failure to
provide such notice as a breach of this Agreement.
G. The Certificate of Insurance should note in the Description of Operations the
following:
Department: Water
Contract #: 10051
H. Insurance procured by Blue Arbor shall not reduce nor limit Blue Arbor’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 Blue Arbor is authorized to assign or subcontract any of its rights or duties
hereunder and in fact does so, Blue Arbor 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.
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-017 Agenda Date:1/12/2026
TITLE:..title
Allocate Additional FTE to Register of Deeds Office
INFORMATION CONTACT:
Crystal D. Gilliard, Register of Deeds, 704-283-3794
ACTION REQUESTED:
Authorize the allocation of 0.52 FTE to convert position 418507 from non-benefited part-time to
benefited full-time.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Register of Deeds office has three non-benefited part-time positions currently that are filled. The
Register of Deeds office would like to convert one of the non-benefited part-time positions to a
benefited full-time position. This position is needed to provide assisting in the day-to-day operations
of the Register of Deeds office as well as passport services. This individual is a passport agent as
well and could serve in numerous areas in the office when there is a demand in service. This
individual also can help assist in preservation projects that require a “hands on” application process.
This individual has over 30 years of experience and would be a great asset, especially in a full-time
scenario.
FINANCIAL IMPACT:
No additional funding is required. Funding exists in the current FY2026 Register of Deeds budget.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™258
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-023 Agenda Date:1/12/2026
TITLE:..title
2025-2026 Union County Detention Center Medical Plan
INFORMATION CONTACT:
Dorothy Thomas, Union County Sheriff’s Office, Public Safety Finance Administrator, 704-283-3578
ACTION REQUESTED:
Adopt the 2024-2025 Union County Detention Center Medical Plan.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
North Carolina General Statute 153A-225(a) provides for the medical care of prisoners. That statute
provides that:
(a) Each unit that operates a local confinement facility shall develop a plan for providing medical care
for prisoners in the facility. The plan:
(1) Shall be designed to protect the health and welfare of the prisoners and to avoid the
spread of contagious disease.
(2) Shall provide for medical supervision of prisoners and emergency medical care for
prisoners to the extent necessary for their health and welfare.
(3) Shall provide for the detection, examination and treatment of prisoners who are infected
with tuberculosis or venereal diseases.
The unit shall develop the plan in consultation with appropriate local officials and organizations,
including the sheriff, the county physician, the local or district health director, and the local medical
society. The plan must be approved by the local or district health director after consultation with the
area mental health, developmental disabilities, and substance abuse authority, if it is adequate to
protect the health and welfare of the prisoners. Upon a determination that the plan is adequate to
protect the health and welfare of the prisoners, the plan must be adopted by the governing body.
This plan is developed and signed on an annual basis by the Health Department and the Union
County Sheriff's Office.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-030 Agenda Date:1/12/2026
TITLE:..title
Step 4 Economic Development Incentive Grant to Confidential Company
INFORMATION CONTACT:
Ron Mahle, Economic Development, Director, 980-476-5279
ACTION REQUESTED:
Confirm the Board’s action on February 3, 2025 (Agenda Item 25-059), involving the award of a Step
4 Economic Development Incentive Grant to Confidential Company in an amount not-to-exceed
$2,350,000 over a five-year period was an award of such incentive grant to ATI Specialty Materials,
Inc.
PRIOR BOARD ACTIONS:
1) February 3, 2025, Regular Meeting, Agenda Item #25-049 - Public Hearing Held.
2) February 3, 2025, Regular Meeting, Agenda Item #25-059 - Union County Board of
Commissioners award of Step 4 Economic Development Incentive Grant to Confidential Company
BACKGROUND:
At its February 3, 2025, regular meeting, the Union County Board of Commissioners awarded a Step
4 Economic Development Incentive Grant to Confidential Company. The grant is in an amount not-to-
exceed $2,350,000 paid over a 5-year period beginning in FY2028. The name of the company is ATI
Specialty Materials, Inc.
FINANCIAL IMPACT:
$2,350,000 paid over a 5-year period beginning in FY2028.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™296
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-032 Agenda Date:1/12/2026
TITLE:..title
Union County Transportation Public Transportation Agency Safety Plan
INFORMATION CONTACT:
Theresa Torres, Human Services Agency, Transportation Director, 704-283-3598
ACTION REQUESTED:
Adopt the Union County Transportation Public Transportation Agency Safety Plan (PTASP) as
presented.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Since July 20, 2020, the Federal Transit Agency (FTA) has required certain operators of public
transportation systems, that are recipients or sub-recipients of FTA grant funds, to develop safety
plans that include the processes and procedures necessary for implementing Safety Management
Systems (SMS). The PTASP plan requires that transit agencies 1) designate an Accountable
Executive and a Chief Safety Officer, 2) document the agency's SMS processes, 3) implement an
employee reporting program, 4) create performance targets based on safety performance measures
established in FTA's National Public Transportation Safety Plan (NSP), 5) create criteria to address
all applicable requirements and standards set forth in FTA's Public Transportation Safety Program
and the NSP, and 6) create a process and timeline for conducting an annual review and update of the
safety plan. NCDOT and the FTA require the PTASP to be reviewed by staff and brought to the Board
of County Commissioners for approval annually regardless of whether revisions are made.
In 2024, the FTA released major updates to the PTASP which have been incorporated in the attached
document.
FINANCIAL IMPACT:
None. However, if the plan is not approved, the County’s Transportation system will be in
noncompliance, which could result in financial penalties in upcoming Federal and State grant funding.
Union County, NC Printed on 1/2/2026Page 1 of 1
powered by Legistar™297
1
Union County Transportation
Public Transportation Agency Safety Plan
(PTASP)
Version 6.0
January 2026
298
1
Table of Contents
Section 1. Transit Agency Information .......................................................................................................... 4
General Information ........................................................................................................................................ 4
Section 2. Plan Development, Approval, and Updates ............................................................................... 5
Section 3. Safety Performance Targets ........................................................................................................ 6
Section 4. Safety Management Policy ......................................................................................................... 7
Safety Management Policy Statement ............................................................................................................ 7
Safety Management Policy Communication ................................................................................................. 10
Authorities, Accountabilities, and Responsibilities ....................................................................................... 10
Accountable Executive (AE): .............................................................................................................. 10
Chief Safety Officer (CSO) .................................................................................................................. 11
Safety Committee ............................................................................................................................... 11
Roll of Staff to Develop and Manage Safety Management Systems (SMS) .................................................. 12
Accountable Executive ....................................................................................................................... 12
Supervisors/CSO ................................................................................................................................. 13
Employees........................................................................................................................................... 13
Key Staff .............................................................................................................................................. 13
Organization Chart ......................................................................................................................................... 13
Employee Safety Reporting Program (ESRP) ................................................................................................. 14
Immediate Action Required ............................................................................................................... 15
Delayed Action Required ................................................................................................................... 16
Role of Supervisor/Safety Officer ...................................................................................................... 16
UCT’s Responsibility ........................................................................................................................... 16
Section 5. Safety Risk Management .......................................................................................................... 17
Risk Reduction Program ................................................................................................................................. 17
Transit Employee Assaults ................................................................................................................. 18
Pedestrian Safety ............................................................................................................................... 19
Safety Hazard Identification ........................................................................................................................... 20
Personnel ............................................................................................................................................ 20
Assets .................................................................................................................................................. 20
System ................................................................................................................................................ 20
Minimizing Exposure to Infectious Diseases ................................................................................................. 21
299
2
Hazard Identification Procedure .................................................................................................................... 21
Assault on Transit Worker Identification .......................................................................................... 22
Safety Risk Assessment .................................................................................................................................. 24
Safety Risk Mitigation..................................................................................................................................... 26
Section 6. Safety Assurance ....................................................................................................................... 26
Maintenance .................................................................................................................................................. 27
Maintenance Standards and Procedures .......................................................................................... 27
Operator Inspections .......................................................................................................................... 27
Mileage‐Based Maintenance Inspections ......................................................................................... 27
Operations ...................................................................................................................................................... 27
Facility Monitoring ............................................................................................................................. 27
Frequency ........................................................................................................................................... 27
Reporting ............................................................................................................................................ 27
Hazard Resolution .............................................................................................................................. 28
Follow‐up ............................................................................................................................................ 28
Documentation ................................................................................................................................... 28
Employee Hazard Reporting Process ............................................................................................................. 28
Loss Reports ........................................................................................................................................ 28
Route/Operations Safety ................................................................................................................... 28
Safety Events .................................................................................................................................................. 28
Accident and Incident Reporting Process .......................................................................................... 28
Notification ......................................................................................................................................... 29
At‐Scene Procedures .......................................................................................................................... 29
Investigation ....................................................................................................................................... 29
Accident Review Process ............................................................................................................................... 29
Hazard Resolution .............................................................................................................................. 30
Follow‐up ............................................................................................................................................ 30
Internal Reporting .............................................................................................................................. 30
Documentation ................................................................................................................................... 30
Continuous Improvement .............................................................................................................................. 30
Management of Change ................................................................................................................................ 31
General Process .................................................................................................................................. 31
Modification Design Review .............................................................................................................. 31
300
3
Monitoring .......................................................................................................................................... 32
Documentation ................................................................................................................................... 32
Performance Measures .................................................................................................................................. 32
Maintenance ....................................................................................................................................... 32
Operations .......................................................................................................................................... 32
Safety .................................................................................................................................................. 33
Section 7. Safety Promotion ...................................................................................................................... 33
Competencies and Training ........................................................................................................................... 33
Emergency Response Planning and Coordination............................................................................. 34
Safety Communication ................................................................................................................................... 34
Section 8. Definitions of Terms Used in the Safety Plan ........................................................................... 35
Section 9. Commonly Used Acronyms ....................................................................................................... 39
Section 10. Additional Information ........................................................................................................... 40
301
4
Section 1. Transit Agency Information
General Information
Union County Transportation
Accountable Executive: Theresa Torres___
Chief Safety Officer: Matthew Smith
Address/Phone/Web: 1407 Airport Rd, Monroe, NC 28110 ● (704) 292‐2511 ●
UnionCountyNC.gov/Transportation__________________________________
Modes of Service: Demand Response_________________________
FTA Funding Sources: FTA Section 5307, 5310, 5311, 5339
Modes of Service Directly Provided:
☐Bus (MB) ☐Bus Rapid Transit (RB) ☐Public (PB)
☒Demand Response (DR) ☐Commuter Bus (CB) ☐Trolleybus (TB)
☐Demand Response Taxi (DT) ☐Jitney (JT) ☐Vanpool (VP)
☒ UCT does not provide transit services on behalf of another transit agency or entity.
☐ UCT provides the below transit modes on behalf of the following transit agency(s) or
entity(s).
Transit Agency: ___________________________________________________________
☐Bus (MB) ☐Bus Rapid Transit (RB) ☐Public (PB)
☐Demand Response (DR) ☐Commuter Bus (CB) ☐Trolleybus (TB)
☐Demand Response Taxi (DT) ☐Jitney (JT) ☐Vanpool (VP)
302
Section 2. Plan Development, Approval, and Updates
Name of Entity That Drafted Union County Transportation This Plan
Signature by the Signature of Accountable Executive Date of Signature
Accountable Executive �Theresa Torres �I 12/17/2025 ' 1no�o.M t'511tOD
Signature of Committee Chair Date of Approval
Safety Committee Approval � Fred Babe�J:�I �/a.;),fo,o-ai<
Name of /.ntity That Approved This Plan Date of Approval
Approval by the Board of Union County Board of County Directors or an Equivalent Commissioners Authority
Relevant Documentation Location
Meeting minutes
Entity That Certified This Plan Date of Submission
NCDOT
Certification of Compliance
Relevant Documentation
Email
Version Number and Updates
Record the complete history of successive versions of this plan.
Version Section/Pages Affected Reason for Change Date Issued Number
2 9/7/2021
3 7,15,23, Update PT ASP to include staff & procedure changes 10/17/2022
4 6,7,8, 11, 15,27,33-37 See pg. 2 11/6/2023
5 6 See pg. 2 11/18/2024
6 All Updated Requirements 12/17/2025
Annual Review and Update of the Public Transportation Agency Safety Plan
UCT's Public Transportation Agency Safety Plan, also referred to as Agency Safety Plan (ASP), will be reviewed bythe Safety Committee. Any changes made to the ASP will need to be approved by the Safety Committee prior to approval by Union County Board of County Commissioners (BoCC).
5
303
6
Along with annual updates, UCT may update the plan if UCT:
Determines its approach to mitigating safety deficiencies is ineffective.
Makes significant changes to service delivery.
Introduces new processes or procedures that may impact safety.
Changes or re-prioritizes resources available to support Safety Management Systems (SMS) and the Public
Transportation Agency Safety Plan (PTASP).
Changes are made to facilities, equipment, or rolling stock with potential to impact safety.
Significant changes to UCT’s organizational structure.
Upon adoption by the (BoCC), revisions will be communicated to UCT’s staff.
Section 3. Safety Performance Targets
VSM = Vehicle Service Miles
S&S Major Events: Total number of reportable major safety and security events and rate per total
vehicle service miles, by mode. (Event, as defined in NTD’s S&S 40 and S&S 50)
Collision Rate: A vehicle accident in which there is an impact of a transit vehicle with: (divided by VSM)
Another transit vehicle
A non‐transit vehicle
A fixed object
A person(s) (suicide/attempted suicide
included)
• An animal
• A rail vehicle
• A vessel
• A dock
Pedestrian Collision Rate: Includes all collisions “with a person” as defined by NTD divided by mode VSM
Vehicular Collison Rate: Includes all collisions “with a motor vehicle” as defined by NTD divided by VSM
Fatalities: Total number of reportable fatalities and rate per total vehicle service miles, by mode
Transit Worker Fatality Rate: Includes all transit worker fatalities as defined by the NTD, including the
categories “Transit Employee,” “Transit Vehicle Operator,” and “Other Transit Staff,” divided by VSM
Injuries: Total number of reportable injuries and rate per total vehicle service miles, by mode
Transit Worker Injury Rate: includes all transit worker injuries as defined by the NTD, including the
categories “Transit Employee,” “Transit Vehicle Operator,” and “Other Transit Staff,” divided by VSM
304
7
Physical Assaults on Transit Workers: includes all physical assaults on transit workers as defined by the
NTD
Physical Assaults on Transit Workers Rate: includes all physical assaults on transit workers as defined by
the NTD divided by mode VSM
Non‐Physical Assaults on Transit Workers: includes all non‐physical assaults on transit workers as
defined by the NTD
Non‐Physical Assaults on Transit Workers Rate: includes all non‐physical assaults on transit workers as
defined by the NTD divided by mode VSM
System Reliability: Mean (or average) distance between major mechanical failures, by mode, defined as
failures that result in the vehicle being unable to complete a scheduled run. To be considered a major
mechanical failure, the problem must begin after a revenue vehicle departs from base or a maintenance
facility.
Safety Performance Target Coordination
Describe the coordination with the State and Metropolitan Planning Organization(s) (MPO) in the selection
of State and MPO safety performance targets.
Union County Transportation shares safety performance targets with Charlotte MPO annually as part of
our continued coordination of transit data.
Targets
Transmitted to the
State
State Entity Name Date Targets Transmitted
North Carolina DOT Annually on OpStats – last day in August
Targets
Transmitted to the
Metropolitan
Planning
Organization(s)
Metropolitan Planning Organization Name Date Targets Transmitted
Charlotte Regional Transportation Planning
Organization
Annually in mid-January, starting with FY26.
Annually in mid-November for prior FYs.
FY25 was transmitted 11/13/25.
Section 4. Safety Management Policy
Safety Management Policy Statement
Union County Transportation (UCT) strives to provide safe, reliable, comfortable, and innovative
transportation options to every community member. The Public Transportation Agency Safety Plan
(PTASP) has been developed to integrate safety into all UCT system operations. By using the procedures
contained in the PTASP, UCT can continue to improve the safety and security of UCT’s operations and
services.
This PTASP describes the policies, procedures, and requirements to be followed by management,
maintenance, and operations personnel to provide a safe environment for UCT employees, customers,
and the general public. This program aims to eliminate the human and fiscal cost of avoidable personal
injury and vehicle accidents.
305
8
Each department has a responsibility under the PTASP. The Director and supervisors shall provide the
continuing support necessary to achieve the PTASP objectives. A key to the success of this effort is for
employees to be aware that they are accountable for safely performing the requirements of their
position. The success of the program also depends on all employees actively identifying potential
hazards and making a commitment to the safety of others.
UCT must be aware that decisions and actions often affect the safety of those in other operations. By
following the processes described in the PTASP, UCT will continue to improve performance and the
system's safety while creating a culture of safety.
UCT’s commitment is to:
Support the management of safety through the provision of appropriate resources that will
result in an organizational culture that fosters safe practices, encourages effective employee
safety reporting and communication, and actively manages safety with the same attention to
results as the attention to the results of the other management systems of the organization.
Integrate the management of safety among the primary responsibilities of all managers and
employees, including the development and annual review of this plan in cooperation with the
UCT Safety Committee.
Clearly define for all staff, managers, and employees alike their accountabilities and
responsibilities for the delivery of the organization’s safety performance and the performance of
UCT’s safety management system.
Establish and operate hazard identification and analysis and safety risk evaluation activities‐‐
including an employee safety reporting program as a fundamental source for safety concerns
and hazard identification‐‐to eliminate or mitigate the safety risks of the consequences of
hazards resulting from UCT operations or activities to a point which is consistent with an
acceptable level of safety performance.
Ensure that no action will be taken against any employee who discloses a safety concern
through the employee safety reporting program unless disclosure indicates, beyond any
reasonable doubt, an illegal act, gross negligence, or a deliberate or willful disregard of
regulations or procedures.
Comply with, and wherever possible exceed, legislative and regulatory requirements and
standards.
Ensure that sufficient skilled and trained human resources are available to implement safety
management processes.
Ensure that all staff are provided with adequate and appropriate safety‐related information and
training, are competent in safety management matters, and are allocated only tasks
commensurate with their skills.
Establish and measure safety performance against realistic and data‐driven safety performance
indicators and safety performance targets.
Continually improve safety performance through management processes that ensure that
appropriate safety management action is taken and is effective; and
Ensure externally supplied systems and services to support operations are delivered, meeting
established safety performance standards.
Build a culture of safety through development, adoption, and implementation of Safety
Management Systems (SMS) and modify this document to improve safety and manage risk.
306
307
10
Safety Management Policy Communication
UCT realizes the importance of ensuring its employees and riders are aware of UCT safety management
policies and procedures to effectively manage the system’s day‐to‐day operations. To do this, UCT relies
on several forms of effective communication.
Employees: UCT constantly evaluates existing policies and procedures to verify their effectiveness. To do
this, UCT seeks input from all staff to determine if a change is necessary based on trends, data analysis,
operational changes, or new assets. Several methods are used to communicate policy and/or procedure
changes, including:
Employee memorandums
Bulletin board notices
Employee email notification
Departmental meetings
Safety Committee meeting minutes
Aladtec
UCT includes a training element for safety management policies impacting safety or service delivery, and
is conducted before the policy effective date. New policies and procedures are also incorporated into
orientation training for new employees.
Depending on the importance of the policy or procedure change, an acknowledgment signature is
required of each employee verifying their understanding of the change.
Riders: If a rider policy is changed or added, UCT notifies riders through the following methods:
Union County Website
Social media
Notices on revenue vehicles and public transit facilities
Public meetings
County Board Meetings
Authorities, Accountabilities, and Responsibilities
As mentioned in the Safety Policy Statement, the ultimate authority for the success of this PTASP falls to
the Accountable Executive (AE). The Chief Safety Officer (CSO), the administration and management
team, as well as employees fulfilling their commitment to safety on a day‐to‐day basis support the AE.
Accountable Executive (AE): The Accountable Executive will determine, based on feedback from senior
staff, and safety risk mitigation recommended by the Safety Committee, the level of Safety Management
System principles to maintain to ensure a safe work environment, rider experience, and community
safety. UCT’s AE is committed to providing employees with the tools and training needed to be
308
11
successful and safe in their roles with UCT. The AE will continually strive to create a culture of safety
among the employees, and UCT expects each employee to play a role in maintaining a safe workplace.
UCT’s AE is accountable for ensuring that the agency’s SMS is effectively implemented throughout the
agency’s public transportation system. The AE is accountable for ensuring action is taken, as necessary,
to address substandard performance in the agency’s SMS. They may delegate specific responsibilities,
but the ultimate accountability for the transit agency’s safety performance cannot be delegated and
always rests with the AE.
The current AE, Theresa Torres, is also the Transportation Director and has ultimate responsibility for
carrying out the Public Transportation Agency Safety Plan; responsibility for carrying out the agency’s
Transit Asset Management Plan; and control or direction over the human and capital resources needed
to develop and maintain both the agency’s Public Transportation Agency Safety Plan, in accordance with
49 U.S.C. § 5329(d), and the agency’s Transit Asset Management Plan in accordance with 49 U.S.C. §
5326.
Chief Safety Officer (CSO): UCT has concluded one CSO will be sufficient to manage the day‐to‐day
adherence to this Plan and, while in this role, report directly to the AE. As CSO, this individual will
monitor safety and security throughout the organization. All departments have been notified of the
CSO’s role and the established reporting requirements relating to safety‐related matters. The CSO has
been adequately trained for this role and has the authority and responsibility for day‐to‐day
implementation and operation of UCT’s SMS. Along with CSO responsibilities, the CSO is also the
Transportation Safety Officer.
UCT’s CSO will be responsible for the following:
Developing and maintaining SMS documentation.
Directing hazard identification and safety risk assessment.
Monitoring safety risk mitigation activities.
Providing periodic reports on safety performance.
Briefing the Accountable Executive and Transportation Advisory Board on SMS implementation
progress; and
Planning or coordinating safety management training.
Interfacing with UCT Safety Committee for meetings, annual PTASP review, and other SMS
responsibilities.
Monitoring risk identified by AE, County Departments, NCDOT, Peers and FTA.
Safety Committee
The UCT Safety Committee approves the Agency Safety Plan (ASP) and any updates to the ASP. This
approval occurs before the agency’s BoCC approves the ASP‐See Section 2.
The Safety Committee is responsible for, at a minimum: (1) identifying and recommending risk‐based
mitigations or strategies necessary to reduce the likelihood and severity of consequences identified
through the agency's safety risk assessment; (2) identifying mitigations or strategies that may be
ineffective, inappropriate, or were not implemented as intended; and (3) identifying safety deficiencies
for purposes of continuous improvement.
309
12
Safety Performance Measures (SPM) will be developed by the Safety Committee in response to
identified hazards and as part of the Risk Reduction Program. The SPM’s may support SPT’s required as
part of UCT’s annual National Transit Database (NTD) requirements. The following Safety Committee
SPT’s are required of all Large Urbanized Area (UZA) providers and are based on a three‐year rolling
average and won’t begin until three years of data has been collected and submitted to NTD.
Safety Performance Measures for the Safety Risk Reduction Program
1. Major Events 6 5. Injuries 12
2. Major Event Rate <=1.0 6. Injury Rate <=2.0
3. Collisions 4 7. Assault on Transit Workers 5
4. Collision Rate <=1.0 8. Assault on Transit Workers Rate <=1.0
The Safety Committee may develop additional Safety Performance Measures in the future as risks are
identified through the SMS process.
The Committee will meet monthly or as needed and will include a scribe to take minutes and record
Committee decisions. Those minutes will be made available to all employees and records kept for a
minimum of three years. Copies will be made available for oversight agencies or their agents upon
request. A list of Committee members and their positions are located in Appendix 2.
Frontline Committee members will serve a one‐year term with elections each year. Frontline members
may only serve two consecutive years. The CSO will manage the meetings, assign a scribe, develop the
agenda and advertise the meetings. Committee members will receive training once elected and will not
receive any additional compensation for committee participation, but operations schedules will be
modified as necessary to ensure full participation by all members of the committee.
The Committee may include outside agencies or subject matter experts to assist in their role in the Risk
Reduction Program. Those agencies may include consultants, North Carolina DOT or FTA. On occasion an
arbiter may be brought in from an outside agency to manage disputes. The arbiter will not be the AE.
Information developed by manufacturers, transit associations, and peers may also be included in
assisting the committee in their deliberations of safety mitigation actions.
Roll of Staff to Develop and Manage Safety Management Systems (SMS)
Accountable Executive
The Accountable Executive (AE), who also serves as Transportation Director, will work with the Chief
Safety Officer (CSO) and administrative staff to adjust the PTASP as needed based on staff feedback,
trends, and data analysis. The AE is vested with the primary responsibility for the activities of the transit
system and overall safety performance. The AE fulfills these responsibilities by providing the resources
necessary to achieve PTASP goals and objectives by exercising the approval authority for system
modifications as warranted. The AE also sets the agenda and facilitates the cooperative decision making
of the management team.
Chief Safety Officer (CSO)
For purposes of managing the SMS and PTASP, the CSO will report directly to the AE to determine
310
13
strategy, policy, and goals for maintaining safety and security for passengers, employees, and the
general public. The CSO will monitor day to day operations and work with staff to identify and mitigate
risk through evaluation, feedback, and data analysis.
Supervisors/CSO
Supervisors/CSO are responsible for the safety performance of all personnel and equipment under their
supervision. They are responsible for the initial investigation of all accidents and incidents, and for
reporting these accidents and incidents to the Transportation Management and other internal county
departments as needed.
Employees
All UCT personnel are responsible for performing their work safely and for following established safety‐
related rules, procedures, and work practices. This includes reporting all accidents, incidents, and
hazards to their Supervisor/CSO per established requirements for the protection of themselves, co‐
workers, customers, facilities, and equipment.
Key Staff
UCT staff will be responsible for maintaining high standards of safety, customer service, and security.
The Employee Safety Reporting Program (ESRP) will define the employees’ role to identify and mitigate
risk through open communication to superiors including the CSO and AE. Administrative staff will be
instrumental in ensuring action is taken to reduce risk and the whole system is continuously monitored
to ensure actions are effective and appropriate.
UCT staff will be involved with updates, modifications and implementation of the PTASP. Each staff
member brings a valued perspective to the development of policies and procedures he or she will be
expected to implement. Every opportunity will be given for employees and riders to provide input to
increasing safety at UCT. Those opportunities include quarterly safety meetings, driver board meetings,
customer and employee surveys, and an open‐door policy with access to all management staff.
Organization Chart
311
14
Employee Safety Reporting Program (ESRP)
As stated in the Safety Management Policy Statement, UCT is determined to provide a safe working
environment for its employees, customers and the general public. To ensure success, UCT has developed
an ESRP to enable employees to report any risk or perceived risk to a supervisor, CSO, or member of
administration without reprisal unless disclosure indicates participation in illegal activity, gross
negligence or deliberate disregard or policies and procedures.
All hazards reported through the Employee Safety Reporting Program go straight to the CSO for review,
assessment, investigation, mitigation and follow‐up and summary for the Safety Committee. If the
hazard directly impacts the working relationship between two or more employees, the CSO will ensure
no retaliation or hostile work environment will take place. UCT will ensure that no action will be taken
against any employee who discloses a safety concern through the respective Employee Safety Reporting
Program unless the employee engaged in the following:
Willful participation in illegal activity, such as assault or theft.
Gross negligence, such as knowingly utilizing heavy equipment for purposes other than
intended such that people or property are put at risk; or
Deliberate or willful disregard of regulations or procedures, such as reporting to work
under the influence of controlled substances.
The ESRP allows each employee to report detailed information and observations whether they are a
driver in service, maintenance staff, or other on‐duty employees. The CSO will report any safety risks
identified through this process to the Safety Committee as part of the Risk Reduction Program.
UCT’s Employee Safety Reporting Program encourages employees who identify safety concerns in their
day‐to‐day duties to report them to senior management in good faith without fear of retribution.
Employees should report safety conditions directly to CSO/Supervisor/Manager, or Director.
Examples of information typically reported include:
Safety concerns in the operating environment (for example, county or city road conditions
or the condition of facilities or vehicles);
Policies and procedures that are not working as intended (for example, insufficient time to
complete pre‐trip inspection);
Even information that senior managers might not otherwise know about (for example,
near misses); and
Information about why a safety event occurred (for example, radio communication
challenges).
This program dovetails with other methods currently in place to proactively identify hazards or threats.
These methods include but are not limited to the following:
Pre/Post Trip Inspections
Preventive Maintenance Inspections
Employee Evaluations
Facility Maintenance Plan
312
15
Service Evaluation and Planning Program
Training Program
Rider and Public Complaint/Compliment Process
Safety and Employee Meetings
Incident/Accident Policies
Identified hazards by manufacturer vendors, subject matter experts and oversight agencies to
include but not limited to NCDOT, FTA, OSHA, and CDC.
Safety Committee
Safety Assurance Process
Hazard Report Form
Hazard Reporting Process
UCT has developed a Hazard Report Form used to identify and provide information about hazards
observed by UCT employees while on‐duty. The form identifies vital information to assist employees in
determining an action to mitigate the threat or hazard. This form is not meant to replace accident forms
currently being used but instead used in conjunction with the accident forms. It is a proactive reporting
method to identify a perceived threat or hazard, potentially endangering employees, riders or the
general public. The form is located in Appendix 1 of this Plan.
Effective July 20, 2020 all UCT employees will receive training on the procedures associated with the
Hazard Report Form. The training will cover the following areas:
Locations of blank Hazard Report Form
When to use a Hazard Report Form
Capturing critical information on the form
Notification process depending on the hazard
Proper assessment of the reported hazard
Levels of likelihood of repeat
Supervisor and CSO role in completing the form
Follow‐up process to determine effectiveness of mitigation
The following process is used as part of the ESRP.
Immediate Action Required
If an UCT employee has identified a hazard which is perceived to be a risk to the employee, fellow
employees, passengers, or the public the employee must report it immediately to the on‐duty
Supervisor/Dispatcher/Safety Officer. Once reported, the employee must determine if immediate action
is necessary to prevent additional risk. If so, communication to Supervisor/Safety Officer is needed
before taking action, if time allows. Once action has been taken to mitigate the potential harm, results
of actions are reported to Supervisor/Safety Officer. A report of the event is required as soon as the
employee is able to do so and additional mitigations may be implemented.
An example of immediate action or primary mitigation would be setting up hazard barricades around an
area of water caused by a pipe leaking. The initial action does not mitigate the hazard, but reduces the
risk of someone slipping on the slick surface. Additional mitigation steps would include cleaning up the
water, fixing the pipe and repairing any damage from the water leak or repair.
313
16
Delayed Action Required
Once a hazard has been identified, the UCT employee should assess if the hazard requires immediate
action to reduce the risk of if delayed action can be taken. If the employee determines delayed action is
appropriate a full report must be completed using the Hazard Report Form and submitted to the
Operations Supervisor/CSO/Manager.
Role of Supervisor/Safety Officer
The on‐duty Supervisor/Safety Officer is responsible for advising the employee on immediate action or
delayed action to mitigate a hazard. The Supervisor/CSO must then review the Hazard Report Form to
ensure all information is included and adding additional information as needed. Once the form is
complete it must be reviewed by the CSO to determine action necessary, investigate root cause of
hazard and follow‐up.
The CSO is responsible for determining the status of each hazard reported. In some cases, hazards may
be identified and are not able to be resolved but actions are taken to reduce the risk of the hazard. It is
UCT’s goal to eliminate all identified hazards if possible. Some hazards may require continuous
monitoring to ensure the hazard does not elevate to an action level.
All hazard reports will be documented and integrated into current performance measures and data
collection to include Safety Committee safety performance data collection. The CSO will track each
hazard to completion and recommend policy or procedural changes if needed as a result of the hazard
mitigation.
UCT’s Responsibility
UCT takes every hazard report seriously and investigates each one to determine if it’s an isolated case,
or emerging trend requiring evaluation of policies and procedures or service modifications. Employees
reporting hazards will not face disciplinary action unless that employee contributed to the hazard. UCT
wants to encourage all employees to report any hazard or threat they observe and help make the UCT
system as safe as possible for its employees, riders, and the general public. Employees may report the
hazard to their immediate supervisor or go directly to the CSO to submit and discuss their report.
314
17
The following process chart illustrates the steps taken as part of the SMS process through the ESRP.
Section 5. Safety Risk Management
UCT provides training to all personnel in the identification of hazards and security threats while also
providing tools to enable personnel to report these risks. Once the risk has been identified UCT conducts
an assessment of the risk to determine the necessary response and response time. The response may
include further investigation or monitoring, action(s) to mitigate the hazard or security threat and
follow‐up assessment to ensure action taken is appropriate and effective.
Risk Reduction Program
The Risk Reduction Program is meant to improve safety performance by reducing the number and rates
of safety events, injuries and assaults on transit workers.
UCT has taken steps through its Risk Reduction Program to use the SMS elements described in the ASP
to provide additional focus to increase safety by reducing the number and rates of accidents, injuries,
and assaults on transit workers based on data submitted to the National Transit Database (NTD) under
section 5335 to include:
315
18
A reduction of vehicular and pedestrian accidents involving buses that includes measures to reduce
visibility impairments for bus operators that contribute to accidents, including retrofits to buses in
revenue service and specifications for future procurements that reduce visibility impairments; and
The mitigation of assaults on transit workers, including the deployment of assault mitigation
infrastructure and technology on buses, including barriers to restrict the unwanted entry of
individuals and objects into the workstations of bus operators when a risk analysis performed by the
safety committee of the system determines that such barriers or other measures would reduce
assaults on transit workers and injuries to transit workers.
Additional Safety Performance Targets have been developed by the Safety Committee and added to the
existing systemwide SPT’s to include:
1. Major Events (total): Based on safety and security major events as defined by the NTD.
2. Major Event Rate: Based on safety and security major events as defined by the NTD, divided by
VSM.
3. Collisions (total): Based on collisions reported to the NTD.
4. Collision Rate: Based on collisions reported to the NTD, divided by VSM.
5. Injuries (total): Based on injuries as defined by the NTD.
6. Injury Rate: Based on injuries as defined by the NTD, divided by VRM.
7. Assaults on Transit Workers (total): Based on assaults on transit workers as defined by the NTD.
8. Rate of Assaults on Transit Workers: Based on assaults on transit workers as defined by the NTD,
divided by VSM.
Transit Employee Assaults
Bus Operator Assaults Defined
Defined as “a circumstance in which an individual knowingly, without lawful authority or
permission, and with intent to endanger the safety of any individual, or with a reckless disregard
for the safety of human life, interferes with, disables, or incapacitates a transit worker while the
transit worker is performing the duties of the transit worker.”
Frontline personnel must interact with passengers and the public on a daily basis. All UCT employees are
trained to be professional, respectful, and safe. All frontline employees at UCT are provided training on
de‐escalation techniques, emergency response, and security awareness as part of the UCT on‐boarding
and refresher training program. See Section 7
The UCT AE and CSO are constantly reviewing policies, processes, passenger incidents, and safety events
to determine if current mitigation strategies are effective at keeping transit employees safe.
Additionally, by monitoring safety performance measures, soliciting frontline employee feedback, and
conducting route and service evaluations, UCT is able to identify potential trends impacting employee
safety and develop mitigation strategies. Those strategies often include information exchange with local
authorities.
UCT has or is planning to take the following steps to reduce transit employee assaults:
Continuous refresher training to include latest trends.
Police training exercises with public transit vehicle, employees or facility.
316
19
Discussion and guidance from professionals on triggers and response to mental health issues.
Conduct assessments of passenger and pedestrian interaction with the transit system to
identify situational risks that may impact the transit systems safety and security.
Automated Vehicle Location (AVL) system has been installed on each vehicle to assist dispatch
in knowing the exact location of every vehicle.
Pedestrian Safety
Passenger boarding and alighting may be unpredictable in their path to and from the bus. UCT
employees are trained to be aware of passenger’s location prior to moving the vehicle to ensure no
passenger or pedestrian are at risk of being struck. Along with continuous training on pedestrian safety,
UCT takes other steps to reduce pedestrian collisions including:
Daily pre‐trip inspections of each vehicle to include evaluating windshields, side windows,
transit doors, sider view mirrors, and backing cameras for condition and cleanliness;
Work with proper agency on areas of pedestrian safety concerns that might require additional
safety infrastructure like lighting, crosswalks, signalization, bus stop modifications, audible
traffic light warnings or other pedestrian safety measures;
Documentation and examination of near misses;
Discussions with front line personnel on a regular basis (safety meetings, periodic evaluations,
ESRP)
The Safety Committee using the SPT’s along with 3 years of historic NTD submitted safety data, will be
able to make recommendations of technology, physical barrier modifications, or new procurement
specifications to reduce the risk of accidents from reduced visibility and operator assaults.
All recommendations from the Safety Committee concerning existing, modified, and new mitigation are
considered for inclusion in changes to ASP and associated policies, practices, and training. The
Committee will be responsible for addressing safety performance targets not met as part of the Risk
Reduction Program and help determine recommended changes for continuous improvement. As
mentioned earlier, the Safety Committee will approve the ASP annually prior to the BoCC approval. The
committee will share documents, investigations, and decisions.
In addition, UCT will conduct periodic and random reviews of driver safety training programs to ensure
proper education is being provided to new and existing operators on the line‐of‐sight challenges for
each vehicle they may operate, and methods of de‐escalating and conflict resolution with disruptive
passengers. Each review of a safety training program will be documented by the CSO with review results
shared with the Safety Committee and training subject matter experts to determine if change is
necessary to increase operator safety.
Pedestrian safety events will be investigated for causal factors and like all safety events recorded in a
Safety Assessment Index to include mitigation steps impacting infrastructure, training, policy, or
modification to the vehicle. The Safety Committee and CSO will monitor all mitigations and performance
targets and track them for effectiveness, making changes as needed.
The Risk Reduction Program incorporates other SMS elements like Transit Worker Safety Reporting
Program, Safety Risk Assessment, Safety Assurance, and Safety Promotion. Any safety risk mitigation
recommended by the Safety Committee unrelated to the safety risk reduction program will be
317
20
submitted to the AE for review and decision. If the mitigation is not implemented, the AE will provide a
written statement to the Safety Committee or equivalent entity.
If UCT finds the Risk Reduction Program is failing to meet performance targets for the above SPTs the
system will allocate 0.75 percent of safety related project funding in the next fiscal year to projects that
are reasonably likely to assist in meeting the performance targets.
Safety Hazard Identification:
Hazard and security threats are identified through different methods of monitoring the system. This
includes system, employee, and asset assessments conducted daily and on incremental basis.
Additionally, UCT communicates with peers across the state, FTA, and NCDOT to identify common
hazards impacting multiple systems. UCT conducts the following routine and random evaluations of the
system in the following departments:
Personnel
Each UCT employee is evaluated annually to ensure they are performing their job to the expectations of
the Agency. As part of their orientation process the employee is provided training and tools to perform
their job while not receiving permanent status until completing 1 year of employment (part time
employee can be released at will). During the first year period, the employee is evaluated to determine
if they are properly prepared to perform their job.
Additional evaluations of the employee are conducted throughout the year through spot‐checks of some
aspects of their job function. If, through spot‐checks or annual evaluations, it is determined the
employee’s performance does not meet expectations or training standards, remedial training will be
provided, and additional evaluations will take place to ensure remedial training was effective.
Assets
Rolling stock, facilities, and equipment are monitored through a vigorous preventive maintenance plan
aimed at identifying hazards and deficiencies as part of daily and scheduled inspections. Operations and
Maintenance Departments coordinate the preventive maintenance program including daily Inspection
reports, incremental, and annual inspections.
UCT updates the FTA required Transit Asset Management (TAM) Plan annually with data relevant to
each asset to include a condition assessment, miles (with rolling stock and non‐revenue vehicles), and
age as to whether the asset is in a State of Good Repair (SGR). The TAM Plan allows UCT management to
plan asset replacement or rehabilitation for future years.
System
All front‐line staff have been trained to note any changes to service which may be considered a hazard
or security threat and through the ESRP, notify their supervisors/Safety Officer immediately or upon
return to UCT depending on the severity of the hazard.
Safety Assurance activities will play a vital role in identifying hazards in a proactive manner by
monitoring safety trends and performance measure; conducting periodic evaluations of the system, its
employees and its assets; and monitoring threats or hazards identified by other transit agencies, NCDOT,
FTA or other oversight entities.
318
21
Minimizing Exposure to Infectious Diseases
Defined
According to the Center for Disease Control and Prevention (CDC) National Center for Emerging and
Zoonotic Infectious Diseases (NCEZID) Infectious diseases are illnesses caused by germs (such as
bacteria, viruses, and fungi) that enter the body, multiply, and can cause an infection.
Some infectious diseases are contagious (or communicable), that is, spread from one person to
another.
Other infectious diseases can be spread by germs carried in air, water, food, or soil. They can
also be spread by vectors (like biting insects) or by animals.
UCT makes every effort to minimize risk to employees, passengers, and the community from infectious
diseases through proactive monitoring of various information sources and emergency alerts. Once a
potential threat has been identified, UCT takes immediate steps to minimize risk by implementing
appropriate mitigation strategies outlined by CDC and State of North Carolina Department of Health and
Human Services. Those steps may include the following actions:
Communication of threat to employees and passengers.
Temporary, long‐term, or permanent policy changes.
Immediate training of all employees in proper mitigation and health precautions.
Coordination with Union County Public Health Department response and prevention methods.
Based on threat level, activate staff to implement transit’s mission in the Local, County, or
Statewide Emergency Management Plan.
Make necessary risk reducing modifications to assets to possibly include protective barriers,
reduction of available seats for social distancing.
Modify existing asset cleaning procedures as needed and,
Follow emergency response plan for modified service levels.
Hazard Identification Procedure
Any employee seeing something through inspection or observation they deem to be a hazard are
instructed to immediately report that hazard to the immediate Supervisor/Safety Officer regardless of
the perceived level of threat. Depending on the situation, either the immediate Supervisor/Safety
Officer or the employee will complete a Hazard Report Form and submit it to the CSO.
If the hazard requires immediate mitigation, the employee will be instructed on steps to take to reduce
the risk which may or may not alleviate the risk completely. Additional actions may be taken once the
immediate risk mitigation has been taken. Some hazards may not pose an immediate risk but are still
reported and the CSO will be responsible for risk assessment, investigation, and mitigation strategy.
In some cases, a passenger or member of the general public may call UCT with a complaint about a
front‐line employee which may rise to the level of hazardous behavior or actions. UCT currently
documents all customer complaints/compliments and takes appropriate action to investigate any
319
22
complaints. Complaints deemed hazardous will trigger immediate action by on‐duty Supervisors/Safety
Officer.
Hazard Report Forms are accessible online for UCT Staff, Fleet/Facilities Departments and Security Risk
Management. A copy of the form is located in Appendix 1.
The Hazard Report Form will require the employee to briefly describe the hazard noting date, time of
day, location, and other pertinent information. The form includes a section for the CSO or immediate
supervisor to document immediate action taken to reduce risk, a risk assessment chart prioritizing the
risk, and a section for additional follow‐up action. All forms will be processed by the CSO and
summarized periodically for trend analysis and included in safety performance measures.
Assault on Transit Worker Identification
Assault on a transit worker, as defined under 49 U.S.C. 5302, means a circumstance in which an
individual knowingly, without lawful authority or permission, and with intent to endanger the safety of
any individual, or with a reckless disregard for the safety of human life, interferes with, disables, or
incapacitates a transit worker while the transit worker is performing the duties of the transit worker.
Physical assault is the assault
on a transit worker in which the
attack involves physical contact
with the transit worker. This
could include any physical
contact with the victim from a
weapon, a projectile, or other
item.
Examples of a physical assault
include
• A transit rider strikes a station
agent with a metal bar.
• A passenger intentionally spits
on a bus operator.
• A passenger intentionally shoves a transit worker.
Non‐physical assault is the assault on a transit worker in which the attack involves no physical contact
with the transit worker which could include verbal threats, intimidation, harassment, or other
interference with a transit worker’s duties.
49 CFR part 673.5
Hazard means any real or potential condition that can cause injury, illness, or death; damage to or
loss of the facilities, equipment, rolling stock, or infrastructure of a public transportation system; or
damage to the environment. Hazards are conditions.
320
23
Examples of a non‐physical assault include
• A transit rider attempts to strike a supervisor with a metal bar but makes no physical contact.
• A train cleaner accidentally
brushes a passenger’s foot. The
passenger threatens the cleaner
with bodily harm. The cleaner is
not transported for medical
attention.
• A passenger verbally threatens
a transit worker.
The assault on transit worker
identification process offers UCT
the ability to identify assaults
and potential consequences in
the operation of our system.
Assaults can be identified
through a variety of sources,
including:
Employee Safety Reporting Program
Comments from drivers, passengers, and third parties
Safety committee and staff meetings
Assault assessments
Incident reports
Video surveillance footage
Supervisor or employee observation
Assault Identification Procedure
When an assault on a transit worker is identified, whatever the source, it is reported to UCT Chief Safety
Officer or designee. Procedures for reporting assaults on a transit worker are reviewed during new hire
orientation and at the employee safety meetings. The Chief Safety Officer or designee may conduct
further analyses of assaults and consequences to collect information and identify additional
consequences and to inform which assaults should be prioritized for safety risk assessment. In following
up on identified assaults, the Chief Safety Officer or designee may:
Reach out to the reporting party, if available, to gather all known information about the
reported assault
Conduct interviews with witnesses that were present during the incident to collect potentially
relevant information on the reported assault
Review any documentation associated with the assault (employee incident reports, interview
notes, etc.)
Contact other departments that may have association with or technical knowledge relevant to
the reported assault (example law enforcement officers)
321
24
Review any past reported assaults of a similar nature
Evaluate tasks and/or processes associated with the reported assault to determine potential
cause for the assault.
The CSO or designee will prepare an agenda to discuss identified assaults and consequences during the
next Safety Committee meeting. Any identified assaults that pose a real and immediate threat to life,
property, or the environment must immediately be brought to the attention of the Accountable
Executive and addressed through the Safety Risk Management process for safety risk assessment and
mitigation. This means the Chief Safety Officer believes immediate intervention is necessary to preserve
life or prevent major property destruction. Otherwise, the UCT Safety Committee will prioritize hazards
for further Safety Risk Management activity.
Safety Risk Assessment
UCT assesses safety risk associated with identified safety hazards using its safety risk assessment
process. This includes an assessment of the likelihood and severity of the consequences of hazards,
including existing mitigations, and prioritizing hazards based on safety risk.
All UCT’s staff have been provided with training appropriate for their positions within the organization.
UCT expects its employees to respond to hazards or threats with professional judgement as sometimes
there might not be time to contact a Supervisor/Safety Officer to prevent a safety event. In cases where
the hazard can be reported without immediate risk, the employee will make an initial assessment of the
risk as part of their report.
Once received by the CSO, the initial risk assessment may be amended requiring immediate, short, or
long‐term response using the following scale.
Level 1 ‐ Immediate: A deficiency, threat, or hazard requiring immediate attention to mitigate risk either
temporarily until further action can be taken or complete mitigation.
Level 2 ‐ Short Term: Action is needed within seven days to mitigate an identified deficiency, threat or
hazard. The deficiency, threat or hazard does not pose immediate danger, but if no action is taken, it
could elevate to an Immediate level risk.
Level 3 ‐ Long Term: A deficiency, threat, or hazard has been identified and does not pose a threat
currently, but could at a later time. Continued monitoring and awareness are required.
322
25
Additionally, the CSO or Supervisor will conduct an additional risk assessment to determine the level and
timeline of mitigation response using the Risk Assessment Matrix below. The matrix allows UCT to
further define the initial assessment as well as modify mitigation strategies as appropriate. In some
cases, complete risk removal may not be achieved but reduced to the point of safe operation with
routine monitoring of the risk.
The Risk Assessment Matrix below includes four levels of consequence severity and five levels of
likelihood of the risk/hazard repeating. For example, broken glass at a bus stop shelter may be the result
of an isolated incident with a “Occasional” chance of repeating, but the consequence of not mitigating
the broken glass may have “Critical” level of severity if not mitigated resulting in a “Medium” level of
response. Initial mitigation actions might include sending a notice to all passengers through web and
social media outlets indicating the stop is closed until further notice; place safety tape around the stop;
instruct all drivers on the route of the hazard; remove all remnants of broken glass. Additional actions
would be to schedule glass repairs or shelter replacement.
The CSO, in coordination with staff, will investigate each identified hazard, assess the risk, and take
appropriate action to mitigate the risk. Additional mitigation may be needed based on follow‐up
monitoring of the action taken.
323
26
Safety Risk Mitigation
UCT’s Accountable Executive and Chief Safety Officer review current methods of safety risk mitigation
and establish methods or procedures to mitigate or eliminate safety risk associated with specific hazards
based on recommendations from the Safety Committee.
UCT can reduce safety risk by reducing the likelihood and/or severity of potential consequences of
hazards. In response to all identified and assessed hazards, UCT will take steps to mitigate the hazard
and reduce or eliminate the risk to employees, customers, and public. Mitigation strategies will be
dependent on results of investigation into the elements contributing to the risks. The investigation may
include more than one department and may include interviews outside of the transit system with
subject matter experts.
Actions to mitigate risk will include all employees, customers, and public who may be impacted by either
the hazard or the actions to reduce or alleviate the risk. UCT will communicate actions to appropriate
staff through methods appropriate based on risk assessment. In some cases, immediate communication
through two‐way communications (dispatch system, text burst, email, or web alert) may be necessary.
In other cases, bulletin board notices or memorandum posting may be appropriate.
Once a risk mitigation strategy has been implemented UCT Safety Committee will monitor the actions to
determine if full mitigation is possible and if not, is additional action necessary to alleviate the risk or is
stepped up monitoring necessary. Some risks may not be completely mitigated but awareness to the risk
is a top priority.
All actions taken to mitigate risk will be responsibility of the CSO, documented and linked to the initial
deficiency, threat, or hazard identification step. Mitigation steps include a comprehensive staff training
program for all employees, including frontline, operations support staff, maintenance, and
administrative staff that includes onboarding safety training upon hire, continuing safety education and
training, and de‐escalation training.
Section 6. Safety Assurance
Safety assurance involves the continual monitoring of the transit agency’s activities to understand safety
performance. Through these efforts, UCT can determine whether it is meeting its safety objectives and
safety performance targets, as well as the extent to which it is effectively implementing Safety
Management Systems (SMS).
UCT is constantly striving to maintain the highest level of safety through its monitoring methods to
include adherence to policies and procedures, safety and maintenance plans, and system and employee
evaluation processes. These methods allow UCT to determine the need to make changes to improve
policies, employee training and service delivery.
The CSO will monitor operations daily through observation, data analysis, communication and safety
updates to identify mitigation strategies that may be ineffective. If mitigation actions are found to be
ineffective, additional strategies will be developed through key and impacted staff feedback.
324
27
Maintenance
Maintenance Standards and Procedures. Standards and procedures are included in the UCT Vehicle
Maintenance Plan. In general, maintenance procedures are designed to ensure that the maintenance
recommendations of the manufacturer are met, maximum efficiency in performance and operation is
obtained, and maximum bus life and condition are maintained. Daily bus inspections, an active
Preventive Maintenance Program, and careful monitoring are included in procedures to ensure the
safety of buses and adequacy of the Fleet Maintenance Plan.
In addition, maintenance employees are trained to perform maintenance functions based on industry
standards, manufacture guidelines, and safety standards established by Federal, State, and local
regulatory agencies. Maintenance services on UCT assets are essential to managing risk and also support
an effective transit asset management program.
Operator Inspections. All operators are required to perform a pre‐trip and post‐trip inspection to
ensure that the vehicle is safe and in good operating condition. If any defects are noted by the operator,
a service appointment is obtained and, depending on the severity and extent of the defect, the vehicle
may be repaired or taken out of service until a repair can be made. In the case of a defect that develops
or is noted once a vehicle is in service, the operator is required to communicate the problem to
Operations, who will then notify Maintenance.
Mileage‐Based Maintenance Inspections. All buses receive preventive maintenance inspections (PM)
at designated mileage intervals. Mileages are determined by vehicle and subcomponent manufacturers
and real‐world experience. A description of the schedule and type of inspection and service performed
for each bus series is included in the UCT Maintenance Plan.
Operations
Facility Monitoring
Formal facility inspections of all UCT facilities and grounds are conducted by Union County Security Risk
Management Department. The purpose of the inspections is to perform a safety walk through to
identify any unsafe or unhealthy conditions which may exist. Each facility is also visually inspected for
compliance with OSHA and local fire codes.
Any guests to UCT’s administration facility must check in through a secured process requiring check‐in
and validation of visit purpose. Employees are trained on procedures for visitors in the workplace and
facility access is limited through security systems.
Frequency
The Security Risk Management Department handles inspections annually.
Reporting
When deficiencies are noted during inspections, they are documented and reported to the proper
contact in the Facilities Department. Additionally, the Director of the department in which the safety
hazard is located will be notified if the issue might affect the employees working in that building.
Identified deficiencies are also reported to the CSO.
325
28
When safety hazards are noted by non‐scheduled observation, they must be reported by the observer to
a supervisor/CSO. The CSO will complete the Hazard Report Form, evaluate the concern and, when
necessary, propose a resolution.
Hazard Resolution
The primary purpose of facility inspections and hazard reporting is to identify conditions that could lead
to accidents and losses. In view of this, it is crucial that all departments and employees be involved in
the Facility Inspection and the Hazard Identification and Resolution processes. Hazard resolution is
related to the severity of the hazard and the probability and severity of a negative consequence of the
hazard.
Follow‐up
Corrective action for a confirmed hazard that has been identified by any established process is the
responsibility of the Facilities Department, Director of the department area in which the hazard exists,
or the CSO. This includes arranging for the services of other UCT departments or outside parties, as
necessary, to eliminate or control the hazard.
Documentation
Hazards that have been identified, proposed resolutions, and corrective actions are recorded in hard
copy by the Safety Committee and maintained by CSO.
All front‐line personnel are responsible for monitoring safety and security as part of their respective
positions. If a hazard is identified through observation or interaction with customers or the general
public, it is reported to the immediate supervisor as well as following UCT’s hazard reporting process.
Employee Hazard Reporting Process
Loss Reports
Employees can fill out a Hazard Report Form which is turned into the effected department and the CSO,
talk with a supervisor or the Operations Manager. Depending on the severity/risk of the hazard
identified, immediate action may be taken, or the input will be brought to the Safety Committee/CSO
for discussion. Feedback will be provided to the employee on what action, if any, will be taken. All
employees follow the Employee Hazard Reporting.
Route/Operations Safety
Employees can fill out a Hazard Report Form or discuss suggestions for making the system/route safer.
UCT encourages employees to be advocates for safety while also suggesting methods of increasing
performance. Management has an open‐door policy and makes clear the importance of both positive
and negative employee feedback.
Safety Events
Accident and Incident Reporting Process
All accidents and loss incidents are to be investigated. UCT’s safe driving standards require professional
safe performance of all operators. To ensure better than average safety performance, UCT employs the
TAPTCO and CTAA PASS guidelines to determine if a collision or onboard incident could have been
prevented. All personnel operating any UCT vehicle are held to this standard.
326
29
The UCT Procedures Manual includes procedures and responsibilities for accident/incident reporting.
The manual establish procedures for accident notification and response.
Most accidents and incidents involving UCT are relatively minor in severity and are investigated by the
Safety Officer. Since most accidents involve buses, this section focuses on bus accidents. However, all
non‐bus accidents and incidents are also investigated.
Notification
Bus Operators are to notify the Operations Supervisor/Safety Officer anytime an UCT vehicle might have
been damaged, anytime an UCT vehicle and another vehicle come into contact, or anytime an instance
occurs in where a customer may have been injured. An Operations Supervisor/ Safety Officer may be
directed to the scene. Police and ambulance will be dispatched, if necessary.
At‐Scene Procedures
Bus Operators will adhere to the following procedures defined in the UCT Emergency Response
Guide/Emergency Protocol:
Assist the injured.
If blocking traffic, set out reflective triangles.
Do not move the vehicle unless required to do so by an operations supervisor, fire or
police order, or impending danger from traffic.
Obtain names, addresses, and phone numbers of all witnesses.
Safety Officer/Supervisor is responsible for conducting investigations of accidents and incidents.
Depending on the severity and the nature of the event, various mechanisms will be used for preserving
transient evidence. These may include digital photography, bus video, interviews, and observations.
Investigation
An attempt is made to complete the investigation of most accidents within a timely manner. The Safety
Officer will work with the bus operator to complete a General Liability/Vehicle Incident Report. The
report is filed electronically and depending on the severity of the event, it is submitted to the state.
An Employee Injury Form must be completed if an employee suffers an injury or illness as a result of an
accident or incident.
Accident Review Process
Accidents and Incidents are classified as Preventable or Non‐Preventable.
Preventable accidents are defined as those accidents that could have been reasonably avoided if the
operator had followed all defensive driving techniques as established by our operations procedures,
policies and training.
After reviewing all related documents and evidence, the investigating CSO/Risk Manager makes an
independent determination of whether the accident was preventable.
The CSO investigation may include reviews of accident and injury reports, vehicle condition reports,
witness statements, employee interviews, bus videos, physical evidence, training manuals, and accident
site visits. Employees who are not in agreement with the determination can appeal directly to the Safety
Committee by providing additional evidence and testimony. If the employee is not in agreement with
327
30
the appeal results, he or she can make a second and final appeal to the Accountable Executive. The AE
may review all relevant information, interview the employee making the appeal, interview Safety
Committee members, and confer with any available person or resource he or she considers valuable to
his or her deliberation.
Hazard Resolution
The primary purpose of the Accident Investigation process is to determine the cause(s) of accidents so
that they may be prevented or mitigated in the future. To this end, it is crucial that all relevant
departments be appropriately involved in the process. A serious attempt is made to use lessons learned
through the investigatory process to incorporate hazard resolutions into future procedures, designs,
construction, modifications, training, and procurements.
Follow‐up
Follow‐up in the form of corrective actions is the responsibility of the employee’s director. The
responsibility may be delegated to the employee’s manager, supervisor or CSO.
Any disciplinary action will be assessed using Union County’s Personnel Resolution. Disciplinary
consequences for accidents may include warnings, suspensions, and discharge.
Training will be provided, in most cases, for employees who have been involved in preventable
accidents.
Internal Reporting
The CSO is responsible for ensuring that all accident reports are completed and filed with Risk
Management. Risk Management may advise on the history of the employee if a pattern of safety events
is evident. Internal reporting includes all elements used to monitor the system for safety and security
trends that may indicate a need for action to mitigate a trend. To support SMS, performance measures
are used to provide summary data relating to safety, maintenance, and operations. Review of the
reporting process is part of the annual review of the ASP. This process includes reporting process,
reporting forms, data management, and data review.
Documentation
CSO/Risk Manager maintain the accident investigation documentation and it is kept on file for a
minimum of three years past the safety event date. Results of investigations are available upon request
from the CSO/Risk Manager. Information beneficial from the investigation will be shared with
employees through one of the various communication formats mentioned earlier in the Plan. All safety
related documentation will be made available to oversight agencies including NCDOT and FTA, upon
request through the AE.
Continuous Improvement
UCT manages and evaluates performance annually for all performance measures listed in the following
section. Some measures are monitored monthly and/or quarterly to identify safety trends that require
immediate action versus those that can be addressed annually. In collaboration with the Safety
Committee, UCT identifies deficiencies in the SMS program through comparison of safety performance
measures at least annually prior to approval of this ASP.
328
31
Evaluating performance measures related to maintenance, operations, and safety is the responsibility of
the UCT management team. Additional coordination with area peers, NCDOT and the MPO take place
annually as part of the ASP update process. If trends showing increased risk are identified through this
process, mitigation response(s) will be developed and implemented under the direction of the AE.
Management of Change
As mentioned earlier as part of the mitigation of risk, any new mitigation strategy introduced as a
solution to alleviate or reduce risk will be evaluated by the Safety Committee, CSO, Management team
and AE to determine if the solution will include new or additional risk. Additionally, UCT will evaluate the
anticipated impact of safety performance with risks associated with mitigation strategies using its risk
assessment process.
General Process
The UCT bus system is regularly modified in response to operational experience, the addition of new
types of service, and changes in service design and levels. UCT’s philosophy is to use appropriate new
technologies to benefit the environment and the community it serves. The challenge is to review any
proposed modification adequately before it is approved. Any proposed modification should be
evaluated to ensure it is compatible with existing systems and does not introduce new hazards to the
system or reduce the effectiveness of existing hazard controls.
Equipment modifications may be proposed by any employee of any department that uses the
equipment. Changes may also occur from an analysis of reliability performance, historical data, and
available improvements in equipment design and components.
Modification Design Review
A review of any modification in equipment design shall be made by the director and
managers/Supervisors/CSO of the department responsible for the equipment. The impact on the safety
of all designs and specifications should be identified and evaluated before the change is approved. Some
of the areas to be considered include but are not limited to:
Hazardous Materials (handling and use)
Motor Vehicle Safety
Human Factor
Occupational Health and Safety
Materials Compatibility
Fire Protection
Lighting
Braking systems
Mirrors
Warning Devices
Operator Visual Obstructions
Testing may be performed to evaluate the safety of the proposed modification.
329
32
Monitoring
Once a modification is put in place, feedback from the operating department may be solicited to
evaluate the performance of the modification. Unsolicited input from the operating department and its
employees (end users) is also encouraged.
Documentation
Facilities and Fleet Management is responsible for documenting any facility or vehicle modifications.
Documentation may include changing diagrams, schematics, manuals, service bulletins, service intervals,
and/or standard operating procedures, etc. Security Risk Management is responsible for updating any
Safety Data Sheets (SDS) on the County database based on input from other County departments
regarding product manufacturers for materials they have purchased or store at County facilities. The
CSO maintains the Safety Data Sheets for materials purchased by UCT, which is also provided to Safety
and Risk Management for maintaining the County database.
UCT may look to peers, vendors, oversight agencies, FTA or subject matter experts to help determine
the associated risk with a particular change to policy, process or infrastructure.
Performance Measures
Through a series of performance measures relative to operations, maintenance, and safety, UCT can
monitor the system’s safety by identifying trends and gaps in policies, procedures, training, and
monitoring efforts. The following performance measures are on a daily, monthly, quarterly and/or
annual basis.
Maintenance
Preventive Maintenance On‐time Inspection Percentage – determines the effectiveness of the
maintenance department to ensure all inspections are conducted per manufacturing and UCT
mileage intervals.
Vehicles Removed from Revenue Service – tracks vehicles removed from service due to a
mechanical defect developed while in service, requiring immediate service either on‐site of
failure or once returned to the facility. Mechanical defects are failures that prevent the vehicle
from completing a scheduled run. To be considered a mechanical failure, the problem must
begin after the run was accepted and the vehicle departed the pullout location.
System Reliability – (also a Safety Performance Target) – serves as an indicator of maintenance
performance based on vehicle service miles between major mechanical breakdowns and
monitored annually. Major mechanical defects are failures that prevent the vehicle from
completing a scheduled run. To be considered a mechanical failure, the problem must begin
after the run was accepted and the vehicle departed the pullout location.
Operations
Customer Complaints Quarterly– tracks all customer complaints to identify areas of deficiency
with vehicle, driver, or other UCT areas. Safety‐related complaints are immediately routed to a
supervisor on duty or the CSO for investigation, mitigation, and response. Complaints may be a
result of phone calls, websites, or UCT public forums.
On‐time Performance – serves as an indicator to issues with time management, environmental
factors, scheduling, and vehicle and driver performance.
Surveys –allows UCT to receive rider feedback about operations, customer service, and vehicle
safety.
330
33
Safety
Fatalities ‐ total number of reportable fatalities and rate per total vehicle service miles by mode.
Transit Worker Fatality Rate – transit worker reportable fatalities rate per total vehicle service
miles by mode.
Injuries ‐ total number of reportable injuries and rate per total vehicle service miles by mode.
Transit Worker Injuries ‐ total number of reportable transit worker injuries and rate per total
vehicle service miles by mode.
System Reliability ‐ mean distance between major mechanical failures by mode.
Transit Worker Assaults ‐ total number of reportable assaults on transit employees and rate per
total vehicle service miles by mode.
Major Events – total number of major safety events and rate by mode per total vehicle service
miles.
Collisions Rate –reportable collisions rate per total vehicle service miles by mode.
Pedestrian Collisions Rate ‐ reportable pedestrian collisions rate per total vehicle service miles
by mode.
Vehicular Collision Rate ‐ reportable vehicle collisions rate per total vehicle service miles by
mode.
Section 7. Safety Promotion
Competencies and Training
Safety promotion ensures that UCT employees are aware of policies and procedures related to agency
operation’s safety, and specifically as related to their areas of work. UCT’s comprehensive safety training
program applies to all UCT employees directly responsible for safety, including:
Bus vehicle operators
Dispatchers
Maintenance technicians
Managers and supervisors
Agency Leadership
Chief Safety Officer
Accountable Executive
Training has been developed for each designated position throughout the agency, appropriate to the
position’s safety‐related job responsibilities and role in the SMS. This training includes instruction and
testing to verify individuals in positions are adequately trained, and refresher training and recertification
requirements to ensure employees remain current on the agency’s policies and procedures.
Operations safety‐related skill training includes the following:
New hire bus operator classroom and hands‐on skill training; Bus operator refresher training.
De‐escalation training for all front‐line employees.
Near miss, unsafe conditions and hazard reporting
Employee Safety Reporting Program (ESRP)
Drug and Alcohol Program
331
34
Bloodborne Pathogen
ADA Safety and Sensitivity
Classroom and on‐the‐job training for transit service supervisors at the time of external hire or
internal promotion; and
Safety Committee Training
Emergency Response Planning and Coordination
Details are contained in Emergency Response/Protocol and COOP Plan.
Safety Communication
UCT conveys all safety information to employees, vendors, visitors, and passengers through various
methods depending on the risk assessment process. By using the SMS process, UCT can identify, assess,
and mitigate risk. Through this process, communication with employees is essential to the mitigation
steps.
Hazard and threat assessments will result in scaled mitigation that may require immediate sharing of the
assessment results or periodic updates on hazards with minimal consequences or likelihood of
happening. Risk identified through Safety Risk Management, Safety Assurance and Safety Promotion will
be communicated with all staff and passengers through various methods.
Communication methods vary depending on threat and condition assessments. High priority
communications require immediate notifications and may be tied to weather events, security events, or
other situations where immediate alerts are necessary. These alerts may be conveyed using the
following methods:
Text burst to all or certain employees
Two‐way radio transmissions with or without 10 codes
Tablet notification alert
Email notification
Lower priority communications will be conveyed through the following methods:
• Posted bulletin
• Email or company memorandum
• Training element/handout
• Company meeting announcement
In accordance with UCT’s SMP statement, UCT actively encourages the open sharing of information on
all safety issues throughout our organization. To ensure effective communication throughout the
agency, UCT has established formal processes and approaches, including:
Dissemination of safety and safety performance information throughout UCT’s organization. The
communication of safety performance information follows the top‐down, agency wide model of
the agency’s SMS. The CSO is responsible for reporting on the agency’s safety performance to
the Accountable Executive. These reports may include, but not limited to, performance relative
to the agency’s safety performance targets, updates related to mitigation monitoring plans, and
unusual events.
332
35
According to guidance distributed by the CSO, leadership throughout the agency (including senior
executives, directors, managers, and supervisors) is responsible for communicating safety performance
information with their teams.
The CSO is responsible for using the safety log to develop regular status reports on safety risk
mitigations for dissemination to the Safety Committee for discussion.
The CSO also issues reports to the Safety Committee on UCT’s safety performance and progress in
meeting the safety objectives outlined in the SMP statement throughout the agency.
Communication of information on hazards and safety risk relevant to employees' roles and
responsibilities throughout the agency. As part of new‐hire training, UCT distributes safety
policies and procedures, included in the UCT Procedure Manual and PTASP, to all employees.
UCT provides training on these policies and procedures and discusses them during safety talks
between supervisors and bus operators. For newly emerging safety issues or safety events at
the agency, UCT’s CSO issues bulletins or messages to employees that are reinforced by
supervisors in group discussions with employees.
The CSO works with UCT’s Director, Safety Committee, and management teams (representing all
appropriate functions) to define specific, safety‐related information that UCT needs to
communicate to different employee groups. UCT also uses multiple approaches to communicate
pertinent safety information to the TAB, management, and individual employees across all UCT
functions, as appropriate.
Explaining actions taken in response to employee reporting. UCT provides targeted
communications to inform employees of safety actions taken in response to reports submitted
through the ESRP, such as emails, handouts and flyers, safety talks, updates to bulletin boards,
and one‐on‐one discussions between employees and supervisors.
The CSO works to ensure that all SMS and safety communication‐related activities take place as
scheduled. The CSO also maintains documentation of communication processes and procedures and
records of safety communications.
UCT’s CSO is responsible for maintaining the Agency’s documents, which set forth its PTASP, including
those documents related to the implementation of its SMS, and results from SMS processes and
activities. The ASP and SMS documents include in whole, or by reference, the programs, policies, and
procedures that UCT uses to carry out its ASP. All ASP and SMS documents are maintained for a
minimum of three years after they are created.
For reviews, investigations, audits, or other purposes, any ASP or SMS related documents will be made
available upon request by FTA, NCDOT, and other Federal and State entities having jurisdiction.
Section 8. Definitions of Terms Used in the Safety Plan
UCT incorporates all of FTA’s definitions that are in 49 CFR § 673.5 of the Public Transportation Agency
Safety Plan regulation.
333
36
Accountable Executive means a single, identifiable person who has ultimate responsibility for carrying
out the Public Transportation Agency Safety Plan of a transit agency; responsibility for carrying out the
transit agency's Transit Asset Management Plan; and control or direction over the human and capital
resources needed to develop and maintain both the transit agency's Public Transportation Agency
Safety Plan, in accordance with 49 U.S.C. 5329(d), and the transit agency's Transit Asset Management
Plan in accordance with 49 U.S.C. 5326.
The transit agency must identify an Accountable Executive. The Accountable Executive is accountable for
ensuring that the agency’s SMS is effectively implemented throughout the agency’s public
transportation system. The Accountable Executive is accountable for ensuring action is taken, as
necessary, to address substandard performance in the agency’s SMS. The Accountable Executive may
delegate specific responsibilities, but the ultimate accountability for the transit agency’s safety
performance cannot be delegated and always rests with the Accountable Executive. (per § 673.23(d)(1)
Assault On a Transit Worker means, as defined under 49 U.S.C. 5302, a circumstance in which an
individual knowingly, without lawful authority or permission, and with intent to endanger the safety of
any individual, or with a reckless disregard for the safety of human life, interferes with, disables, or
incapacitates a transit worker while the transit worker is performing the duties of the transit worker.
CDC means the Centers for Disease Control and Prevention of the United States Department of Health
and Human Services.
Chief Safety Officer means an adequately trained individual who has responsibility for safety and
reports directly to a transit agency’s chief executive officer, general manager, president, or equivalent
officer. A CSO may not serve in other operational or maintenance capacities, unless the CSO is employed
by a transit agency that is a small public transportation provider as defined in this part, or a public
transportation provider that does not operate a rail fixed guideway public transportation system.
Equivalent Entity means an entity that carries out duties similar to that of a Board of Trustees for a
recipient or subrecipient of FTA funds under 49 U.S.C. Chapter 53, including sufficient authority to
review and approve a recipient or subrecipient’s Public Transportation Agency Safety Plan. (per § 673.5)
Hazard means any real or potential condition that can cause injury, illness, or death; damage to or loss
of the facilities, equipment, rolling stock, or infrastructure of a public transportation system; or damage
to the environment. Hazards are conditions. (per § 673.5)
Investigation means the process of determining the causal and contributing factors of a safety event, or
hazard, for the purpose of preventing recurrence and mitigating safety risk. (per § 673.5)
Joint Labor‐Management Process means a formal approach to discuss topics affecting transit workers
and the public transportation system.
Large urbanized area provider means a recipient or subrecipient of financial assistance under 49 U.S.C.
5307 that serves an urbanized area with a population of 200,000 or more as determined by Census data.
National Public Transportation Safety Plan (NPTSP) means the plan to improve the safety of all public
transportation systems that receive Federal financial assistance under 49 U.S.C. Chapter 53.
Near‐miss means a narrowly avoided safety event.
334
37
Operator of a Public Transportation System means a provider of public transportation.
Performance Measure means an expression based on a quantifiable indicator of performance or
condition that is used to establish targets and to assess progress toward meeting the established
targets. (per § 673.5)
Performance Target means a quantifiable level of performance or condition, expressed as a value for
the measure, to be achieved within a time period required by the FTA. (per § 673.5)
Potential Consequences means the effect of a hazard. (per § 673.5)
Public transportation means, as defined under 49 U.S.C. 5302, regular, continuing shared‐ride surface
transportation services that are open to the general public or open to a segment of the general public
defined by age, disability, or low income; and does not include:
intercity passenger rail transportation provided by the entity described in 49 U.S.C. chapter 243
(or a successor to such entity);
intercity bus service;
charter bus service;
school bus service;
sightseeing service;
courtesy shuttle service for patrons of one or more specific establishments; or
intra‐terminal or intra‐facility shuttle services. (per § 673.5)
Public Transportation Agency Safety Plan (or Agency Safety Plan) means the documented
comprehensive Agency Safety Plan for a transit agency that is required by 49 U.S.C. 5329 and Part 673.
(per § 673.5)
Rail Fixed Guideway Public Transportation System means any fixed guideway system, or any such
system in engineering or construction, that uses rail, is operated for public transportation, is within the
jurisdiction of a State, and is not subject to the jurisdiction of the Federal Railroad Administration. These
include but are not limited to rapid rail, heavy rail, light rail, monorail, trolley, inclined plane, funicular,
and automated guideway.
Recipient means a State or local governmental authority, or any other operator of a public
transportation system, that receives financial assistance under 49 U.S.C. chapter 53.
Roadway means land on which rail transit tracks and support infrastructure have been constructed to
support the movement of rail transit vehicles, excluding station platforms.
Safety Assurance means processes within a transit agency’s SMS that function to ensure the
implementation and effectiveness of safety risk mitigation, and to ensure that the transit agency meets
or exceeds its safety objectives through the collection, analysis, and assessment of information. (per §
673.5)
Safety Committee means the formal joint labor‐management committee on issues related to safety that
is required by 49 U.S.C. 5329 and this part.
335
38
Safety Event means an unexpected outcome resulting in injury or death; damage to or loss of the
facilities, equipment, rolling stock, or infrastructure of a public transportation system; or damage to the
environment.
Safety Management Policy means a transit agency’s documented commitment to safety, which defines
the transit agency’s safety objectives and the accountabilities and responsibilities for the management
of safety. (per § 673.5)
Safety Management System (SMS) means the formal, organization‐wide approach to managing safety
risk and assuring the effectiveness of a transit agency’s safety risk mitigation. SMS includes systematic
procedures, practices, and policies for managing hazards and safety risks. (per § 673.5)
Safety Management System (SMS) Executive means a CSO or an equivalent. (per § 673.31). The
Accountable Executive must designate a CSO or SMS Executive who has the authority and responsibility
for day‐to‐day implementation and operation of an agency’s SMS. The CSO or SMS Executive must hold
a direct line of reporting to the Accountable Executive. A transit agency may allow the Accountable
Executive to also serve as the CSO. (per § 673.23(d)(2))
Safety Performance Target means a performance target related to safety management activities. (per §
673.5)
Safety Promotion means a combination of training and communication of safety information to support
SMS as applied to the transit agency’s public transportation system. (per § 673.5)
Safety Risk Assessment means the formal activity whereby a transit agency determines Safety Risk
Management priorities by establishing the significance or value of its safety risks. (per § 673.5)
Safety Risk means the composite of predicted severity and likelihood of a potential consequence of a
hazard.
Safety Risk Management means a process within a transit agency’s Agency Safety Plan for identifying
hazards and analyzing, assessing, and mitigating the safety risk of their potential consequences. (per §
673.5)
Safety Risk Mitigation means a method or methods to eliminate or reduce the severity and/or
likelihood of a potential consequence of a hazard.
Safety Set Aside means the allocation of not less than 0.75 percent of assistance received by a large
urbanized area provider under 49 U.S.C. 5307 to safety related projects eligible under 49 U.S.C. 5307.
Small Public Transportation Provider means a recipient or subrecipient of Federal financial assistance
under 49 U.S.C. 5307 that has one hundred (100) or fewer vehicles in peak revenue service across all
non‐rail fixed route modes or in any one non‐fixed route mode and does not operate a rail fixed
guideway public transportation system.
State Safety Oversight Agency means an agency established by a State that meets the requirements and
performs the functions specified by 49 U.S.C. 5329(e) and (k) and the regulations set forth in 49 CFR part
674.
336
39
Subrecipient means an entity that receives Federal transit grant funds indirectly through a State or a
direct recipient.
Transit Agency means an operator of a public transportation system that is a recipient or subrecipient of
Federal financial assistance under 49 U.S.C. 5307 or a rail transit agency.
Transit Asset Management Plan means the strategic and systematic practice of procuring, operating,
inspecting, maintaining, rehabilitating, and replacing transit capital assets to manage their performance,
risks, and costs over their life cycles, for the purpose of providing safe, cost effective, and reliable public
transportation, as required by 49 U.S.C. 5326 and 49 CFR Part 625.
Transit Worker means any employee, contractor, or volunteer working on behalf of the transit agency.
Urbanized Area means, as defined under 49 U.S.C. 5302, an area encompassing a population of 50,000
or more that has been defined and designated in the most recent decennial census as an “urbanized
area” by the Secretary of Commerce.
Serious injury means any injury which: (1) Requires hospitalization for more than 48 hours, commencing
within 7 days from the date when the injury was received; (2) Results in a fracture of any bone (except
simple fractures of fingers, toes, or noses); (3) Causes severe hemorrhages, nerve, muscle, or tendon
damage; (4) Involves any internal organ; or (5) Involves second or third‐degree burns, or any burns
affecting more than 5 percent of the body surface.
Transit agency means an operator of a public transportation system.
Transit Asset Management Plan means the strategic and systematic practice of procuring, operating,
inspecting, maintaining, rehabilitating, and replacing transit capital assets to manage their performance,
risks, and costs over their life cycles, for the purpose of providing safe, cost effective, and reliable public
transportation, as required by 49 U.S.C. 5326 and 49 CFR Part 625.
Section 9. Commonly Used Acronyms
Acronym Word or Phrase
ADA Americans with Disabilities Act of 1990
AE Accountable Executive
ASP Agency Safety Plan (also referred to as a PTASP in Part 673)
BoCC Board of County Commissioners
CDC Centers for Disease Control
CFR Code of Federal Regulations
CRTPO Charlotte Regional Transportation Planning Organization
CSO Chief Safety Officer
CT County Transit
DR Demand Response
ESRP Employee Safety Reporting Program
FTA Federal Transit Administration
IMD Integrated Mobility Division (NCDOT)
MPO Metropolitan Planning Organization
337
40
NCDOT North Carolina Department of Transportation
OSHA Occupational Safety and Health Administration
Part 673 49 CFR Part 673 (Public Transportation Agency Safety Plan)
PM Preventive Maintenance
PTASP Public Transportation Agency Safety Plan
SRM Safety Risk Management
SMS Safety Management System
SSP System Safety Plan
TAB Transportation Advisory Board
TAPTCO Transit & Paratransit Company
UCT Union County Transportation
U.S.C. United States Code
UZA Large Urbanized Area
VRM Vehicle Revenue Miles
VSM Vehicle Service Miles
Section 10. Additional Information
This PTASP was developed from information in other UCT documents, policies and procedures and
manuals. Some of the documents are listed below:
UCT Procedures Manual
COOP
Vehicle Maintenance Plan
338
F: UNION �COUNTY Hazard Report Form
Union County Transportation
Instructions: It is the responsibility of all UCT employees to immediately report possible hazards to their supervisor.
After the hazard has been reported, either the supervisor or the employee must fill out this form and turn it into the
Safety Officer. If a hazard requires immediate attention, please take the necessary steps to reduce the risks before
reporting, as long as doing so will not put you in danger. This form could also be used to make suggestions.
Section 1: Hazard Reporting Form
Reporting Employee (type none if you would like to remain anonymous):*(?)
Reporting Date*
Date will be captured on form submission
Hazard Date*
Type of Hazard: (Check all that apply)*
D Vehicle
D Facility
D Weather Related D Secmity
D Assault -Physical D Other
County Vehicle# (if applicable)
Describe the potential incident/hazard/concern: *
Describe actions taken (if any) to mitigate hazard: *
Reporting Time: *
Time will be captured on form submission
Hazard Time*
�--------------�
D Passenger
D Employee
D Road Condition
D Near Miss
D Assault -Non-Physical
Client Name (if applicable)
https://imageproc.unioncountync.gov/Forms/form/new/379[ 12/12/2025 11: 11 :52 AM]
�
Appendix 1
339
340
341
342
343
.
.
.
1
Appendix 2
Safety Committee
Office
UCT Director
Safety Officer
Operations Manager
Human Services
Supervisor
Dispatch
One Dispatcher
Drivers
4 Drivers
344
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-033 Agenda Date:1/12/2026
TITLE:..title
Grant Application - Streamflow Rehabilitation Assistance Program (StRAP)
INFORMATION CONTACT:
Alan Aldridge, Soil and Water Conservation District, Director, 704-438-2535
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 StRAP program through the North Carolina Division of Soil and Water Conservation offers local
Soil and Water Conservation Districts reimbursement for stream debris removal work to remove
stream debris out of the 100-year floodplain.
FINANCIAL IMPACT:
Up to $310,909 of funding will be reimbursed to the County following successful completion of the
debris removal work.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™345
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-037 Agenda Date:1/12/2026
TITLE:..title
Easement Acceptance - Land Preservation and Easement Program
INFORMATION CONTACT:
Alan Aldridge, Soil and Water Conservation District, Director, 704-438-2535
ACTION REQUESTED:
Accept Easement 90-2026-005 into the Union County Land Preservation & Easement Program.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
Union County is currently ranked 13th in the United States for open space land loss on a per year
basis according to the latest research published by the American Farmland Trust. Over the last four
fiscal years, Union County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625 acres
(FY2022), and 2,419 acres (FY2023) from parcels enrolled in present use value (PUV) alone.
According to the 2022 NCDA Census of
Agriculture, Union County has 186,626 acres of farmland. In the Business-as-Usual scenario
published by NC FarmLink, Union County is slated to lose 51,500 acres of current farmland by 2040.
This scenario would represent approximately a 28% reduction in total farmland acreage in Union
County by 2040.
The Union County Land Preservation & Easement program allows landowners to sell and/or donate
the development rights to their property while still obtaining ownership of the land. By selling and/or
donating the development rights, open space and agricultural land will be preserved through
conservation easements held by the Union County Soil & Water Conservation District. The District
will be responsible for monitoring and inspections of easements to maintain compliance within the
program. The use of present use value (PUV) rollback funds will provide financial resources to the
Union County Soil & Water Conservation District for the easement purchases and all associated
transaction costs. These funds are held in a Union County budget line and all non-encumbered funds
will rollover at the end of each fiscal year.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™346
347
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-038 Agenda Date:1/12/2026
TITLE:..title
Budget Amendment - Union County Land Preservation and Easement Program
INFORMATION CONTACT:
Alan Aldridge, Soil & Water Conservation, District Director, 704-233-1621 ext. 3
ACTION REQUESTED:
Adopt Budget Amendment # 14 appropriating the County’s General Fund unassigned fund balance in
the amount of $703,677 to be used for the purchase of conservation easements and associated
transaction costs.
PRIOR BOARD ACTIONS:
1) November 6, 2023, Regular Meeting, Agenda Item # 23-755 - Approved the Union County Soil &
Water Conservation District to purchase and hold conservation easements for land preservation in
Union County
BACKGROUND:
Union County is currently ranked 13th in the United States for open space land loss on a per year
basis according to the latest research published by the American Farmland Trust. Over the last four
fiscal years, Union County has lost 3,191 acres (FY2020), 2,892 acres (FY2021), 3,625 acres
(FY2022), and 2,419 acres (FY2023) from parcels enrolled in present use value (PUV) alone.
According to the 2022 NCDA Census of
Agriculture, Union County has 186,626 acres of farmland. In the Business-as-Usual scenario
published by NC FarmLink, Union County is slated to lose 51,500 acres of current farmland by 2040.
This scenario would represent approximately a 28% reduction in total farmland acreage in Union
County by 2040.
The Union County Land Preservation & Easement program allows landowners to sell and/or donate
the development rights to their property while still obtaining ownership of the land. By selling and/or
donating the development rights, open space and agricultural land will be preserved through
conservation easements held by the Union County Soil & Water Conservation District. The District
will be responsible for monitoring and inspections of easements to maintain compliance within the
program. The use of present use value (PUV) rollback funds will provide financial resources to the
Union County Soil & Water Conservation District for the easement purchases and all associated
transaction costs. These funds are held in a Union County budget line and all non-encumbered funds
will rollover at the end of each fiscal year.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™348
BUDGET REQUESTED BY
FISCAL YEAR DATE
INCREASE DECREASE
Description Description
703,677
Payments to Other Governmental Units 703,677
Explanation: Appropriate fund balance for Union County Soil & Water Conservation District to purchase & hold conservation easements
for land preservation in Union County.
DATE APPROVED BY
DEBIT CREDIT
Code Account Amount Code Account
10115410-5630-11115 Payments to Other Gov Units 703,677 10115410-4991-11115 Fund Balance Appropriated 703,677
Total 703,677 Total 703,677
Prepared By JP
Posted By
Date Number 14
Bd of Comm/County Manager
Lynn West/Clerk to the Board
FOR POSTING PURPOSES ONLY
Fund Balance Appropriation
BUDGET AMENDMENT
General Fund Alan Aldridge
FY 2026 January 12, 2026
349
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-014 Agenda Date:1/12/2026
TITLE:..title
Budget Amendment - Additional Funding for Tuition Reimbursement
INFORMATION CONTACT:
Julie Broome, Human Resources, Director, 704-283-3869; Jason May, Budget & Grants
Management, Director, 704-283-3760
ACTION REQUESTED:
Adopt Budget Amendment #12 to appropriate $25,000 from Fund Balance account to Tuition
Reimbursement account to cover eligible employee tuition expenses beyond the budgeted amount
for FY2026.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Tuition Reimbursement program supports county employees aspiring to achieve higher
education or advanced degree goals. A recent change regarding budget rollover amounts impacted
anticipated funds for the tuition reimbursement account. The fund balance transfer will provide
funding to adequately cover expected tuition reimbursement applications through the remainder of
the fiscal year.
FINANCIAL IMPACT:
Adequate funding is available in Fund Balance to cover this transfer of funds.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™350
351
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-034 Agenda Date:1/12/2026
TITLE:..title
Resolution - Union County Emergency Services Complex Stormwater Agreement
INFORMATION CONTACT:
Linda Whitaker, Facilities & Fleet Management, Assistant Director Design and Construction, 704-420-
2626
ACTION REQUESTED:
1) Adopt the Resolution for Grant of Easement to the City of Monroe and, 2) authorize the County
Manager to approve and execute any and all documents as may be required to grant the Property
Interest, including but not limited to the Stormwater Operation Maintenance and Escrow Agreement.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
As a condition of development of the Emergency Services Complex, the City of Monroe requires
Union County to enter into a Stormwater Operation, Maintenance, and Escrow Agreement to provide
for the operation, long-term maintenance, inspection, repair, and replacement / reconstruction of the
Stormwater Control Facility. This is a standard and typical agreement which grants the City of Monroe
a permanent easement for right of access through the Property to the Stormwater Control Facility, as
well as dedicating public right-of-way and grant of permanent public sidewalk easement as illustrated
on the attached plat for the Emergency Services Complex.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 1/2/2026Page 1 of 1
powered by Legistar™352
RESOLUTION FOR GRANT OF EASEMENT TO THE CITY OF MONROE
WHEREAS, Union County owns an approximately 26.68-acre parcel of real
property on Concord Avenue at the intersection with Highway 601 in Monroe, NC, as such
property may be more particularly referenced as Union County Tax Parcel #09180003S
(the “Property”); and
WHEREAS, in compliance with the City of Monroe (the “City”) regulations, a
stormwater control facility (the “Facility”) and other improvements were constructed on
the Property; and
WHEREAS, as a condition of development of the Property, the City requires Union
County to enter into a Stormwater Operation, Maintenance, and Escrow Agreement (the
“Agreement”) to provide for the operation, long-term maintenance, inspection, repair, and
replacement/reconstruction of the Facility, which includes granting the City a permanent
easement for right of access through the Property to the Facility, as well as to dedicate
public rights-of-way and grant a permanent public sidewalk easement (hereinafter
collectively referred to as the “Property Interest”); and
WHEREAS, the Union County Board of Commissioners believes it to be in the best
interest of Union County to grant the Property Interest to the City, as such Property
Interest is more particularly shown and described on the attached instrument; and
WHEREAS, North Carolina General Statutes §§ 153A-176 and 160A-273, as well
as all other applicable law, permit the Union County Board of Commissioners to grant the
Property Interest to the City upon such terms and conditions as it deems wise.
NOW, THEREFORE, the Union County Board of Commissioners resolves as
follows:
1. The Board of Commissioners hereby authorizes the County Manager to grant the
Property Interest to the City without monetary consideration, as other good and
valuable consideration is received by the Union County through grant of the
Property Interest.
2. The County Manager, or his designee, is authorized to execute any and all
documents necessary to grant the Property Interest, including, but not limited to,
the Stormwater Operation, Maintenance, and Escrow Agreement.
Adopted this the ____ day of _____________, 2026.
ATTEST:
_______________________________ ______________________________________
Lynn G. West, Clerk to the Board Brian Helms, Chairman
353
00174709.1 1
STATE OF NORTH CAROLINA
UNION COUNTY
STORMWATER OPERATION, MAINTENANCE,
AND ESCROW AGREEMENT
THIS AGREEMENT made pursuant to City of Monroe Stormwater Management
Ordinance, and entered into this ___ day of _______________ 202__ by and among The CITY OF
MONROE, a North Carolina municipal corporation, party of the first part (hereinafter referred to as
"CITY") and __________________________UNION COUNTY____________________________
(hereinafter referred to as "Owner") and _________________________________ (hereinafter referred
to as the "Association" if applicable), parties of the second part in connection with the Stormwater
Management System(s) of the ________UNION COUNTY EMERGENCY SERVICES
CENTER_______ project located at ___2258 Concord Avenue, Monroe, North
Carolina__________________________
WITNESSETH:
WHEREAS, the City has adopted certain stormwater management regulations applicable to
the property of the Owner located in the City of Monroe, Union County, North Carolina, and more
particularly described as:
Said property was obtained by the Owner by deed recorded in Book _6377___, Page _798___,
Union County Registry and further identified as tax parcel number(s)
___09180003S_________________________ (the “Property”); and
WHEREAS, such regulations require the Owner or Association, as appropriate, to construct,
continuously operate, maintain, and inspect each private on-site engineered stormwater control
354
00174709.1 2
facility or facilities (the “Facility”) located on the property to satisfy the requirements of such
regulations; and
WHEREAS, the boundaries and detail of the Facility will be described in the approved
construction plans and final as-built plans filed with the City; and
WHEREAS, as a condition of the development of the Property, Owner/Association is required
to enter into a Stormwater Operation and Maintenance Agreement which provide for the operation,
long-term maintenance, inspection, repair, and replacement/reconstruction of the Facility (such as,
but not limited to, sediment removal, structural, biological or vegetative replacement, major repair,
or reconstruction) and enter into and fund a Stormwater Escrow account the funds of which are
available to provide for the long-term maintenance, repair, replacement of the Facility; and
WHEREAS, the Stormwater Management Ordinance of the CITY, requires the establishment
of a segregated escrow account which is used solely to fund sediment removal, structural, biological,
or vegetative replacement, major repair, or reconstruction of the failing Facility and requires
reimbursement of expenses incurred by the City for those maintenance, repairs, or replacement costs
expended by the City pursuant to this Agreement; and
WHEREAS, prior to the Owner conveying operation and control of the Facility operation,
maintenance, and repair to a Homeowner’s Association or other entity (collectively hereafter the
“Association”), the Owner will be required to assign this Agreement requiring the Association, or
entity, to assume all rights and obligations, both operational and financial, of the Owner as set forth in
this Agreement; and
WHEREAS, the Owner is developing a _______EMERGENCY
SERVICES_________________ development known as ___UNION COUNTY EMERGENCY
SERVICES CENTER_________________, and agrees to provide the CITY with the assurances and
accountings required by Chapter 159 of the City Code regarding the Escrow Account required herein.
NOW, THEREFORE, for and in consideration of the premises and the approval by the City
of the development activities on the Property, the Owner/Association does hereby covenant and agree
with the City that the Facility shall be held, operated, maintained, and encumbered pursuant to the
covenants and conditions hereinafter set forth;
355
00174709.1 3
1. Operation and Maintenance Plan. Owner/Association shall operate, maintain,
repair, and, if necessary, reconstruct the Facility in accordance with approved as-built plans, North
Carolina Department of Environmental Quality’s Stormwater Design Manual, City of Monroe
Standard Specifications and Detail Manual, and City of Monroe Stormwater Management Ordinance.
The plan is fully incorporated herein by reference.
2. Escrow Agreement.
The Owner/Association shall establish and maintain a separate Escrow Account the funds
from which may be used solely to provide for the operation, long-term maintenance, inspection, repair,
and replacement/reconstruction (sediment removal, structural, biological or vegetative replacement,
major repair, or reconstruction) of the Facility, as required by the Stormwater Management Ordinance
of the City and in accordance with approved construction plans and specifications, the Operation and
Maintenance Agreement among the Owner, the Association, and the City, the Operation and
Maintenance Manual(s), and the Permit (as set out in the plans, specifications, and permit approved
by the City Engineer).
The amount of the required escrow account shall not exceed ten (10%) percent of the
Stormwater control project’s original cost of construction as indicated by a sealed engineer’s estimate.
The Owner or Association shall have a period of five (5) years from the time the Facility is accepted
by the City to fully deposit the required amount in the Escrow Account. Upon acceptance of the
Facility by the City, the owner shall deposit and retain in the account at least two (2%) percent of the
projects original cost of construction annually for five years until fully funded. Once fully funded at
ten (10%) of the engineer’s estimated cost, that amount shall be retained and maintained by the
Owner/Association in the segregated Escrow Account, and the Owner or Association shall annually
provide the City of Monroe verification of the amount held in the escrow account. The Escrow
Account required herein shall be maintained at the amount required by City Code as long as the Facility
remains in place until released by the City in writing.
The Owner is responsible for all Escrow Account fund deposits required herein until such time as
the Association assumes full responsibility for the requirement set out in this Agreement. The Owner
shall assign (as Assignor) and the Association (as Assignee) shall assume all requirements for the
operation, maintenance, control, inspection, management, and repair, including financial responsibility
356
00174709.1 4
required in this Agreement. Once the Association has taken ownership or legal or managerial
authority/control of the Facility which is the subject of this Agreement, the Association will establish
or continue to maintain the Escrow Account as required herein.
3. The Escrow Account shall be held and funds disbursed only for the purpose of maintaining,
repairing, or replacing the Facility as required by this Agreement and no other purpose.
4. Upon determination by an authorized City agent that the Facility is not performing adequately
or as intended, or is not properly maintained in accordance with the Stormwater Management
Ordinance, this Operation and Maintenance Agreement, the Operation and Maintenance Manual(s),
or the Permit (as those terms are defined in the Operation and Maintenance Agreement), the
Owner/Association shall make the necessary repairs as determined by the City with funds on deposit
in the Escrow Account established pursuant to this Agreement or other funds of the
Owner/Association at its discretion. If the City has determined that, pursuant to the Ordinance, it
must take over and perform any such uncompleted operation, maintenance, inspections, repairs, and
replacement/reconstruction which the Owner or Association fails to perform, the Owner or
Association Agrees to reimburse the City or otherwise use the funds on deposit in the Escrow
Account for such purposes. Any expense incurred by the City in excess of the amount available
from the Escrow Account shall be reimbursed by the Owner or Association pursuant to Paragraph 6
below.
5. The Owner or the Association, whichever is responsible, agrees to comply with the
requirement of the Ordinance that any funds drawn down from the Escrow Account shall be replaced
and the account balance shall be maintained at the level required by ordinance and this Agreement by
the Owner/Association.
6. In the event that this escrow agreement should fail for any reason to cover the costs of operation,
maintenance, inspection, repair, and replacement/reconstruction, including any deficiency as to form
or execution, then, the Owner, the Association, and their successors, transferees, or assigns,
acknowledge that whichever party is deemed responsible by the City shall assume full responsibility
for the costs of such maintenance and repair, and any such costs incurred by the City and unpaid by
the Owner/Association shall be enforced pursuant to Paragraph 9 below.
357
00174709.1 5
7. Annual Inspection Report(s). Annually, the Owner, Association, or responsible entity shall
provide an inspection report for each Facility on the Property. Inspection reports are to be completed
in accordance with Section 4 of the City of Monroe’s Stormwater Management Ordinance. A financial
statement shall be provided by the Owner/Association documenting the available funding established
in the Escrow Account for operation and maintenance of the stormwater control and management
facilities and that statement must be included as part of the annual inspection report for the Owner or
Association. Each inspection report must be accompanied by an administrative fee. The administrative
fee can be found on the City of Monroe’s Fee Schedule.
8. Any notice which any party, hereto, may send to the other pertaining to this Agreement shall be
in writing and shall be considered delivered when deposited in the United States mail, certified with
postage prepaid. The addresses are as stated below:
If to the City: If to the Owner/Association:
City of Monroe Address registered with North Carolina Secretary of State or
Stormwater Administrator Union County Tax Assessor’s Office
P.O. Box 69
Monroe, NC 28111
9. Remedies for Violations of this Agreement.
a) If the Owner/Association shall fail to maintain or repair the Facility as set forth herein, or
otherwise violates this Agreement, the City Stormwater Administrator may order the Owner/Association to
undertake the necessary repair or maintenance or to correct such violation. If the Owner/Association shall
fail to comply with such order within thirty (30) days from the date thereof, the Owner/Association shall
be considered in violation of this agreement and Chapter 159 of the City of Monroe Code of Ordinances,
Stormwater Management Ordinance, and will be subject to penalties as provided in section 159.502 of the
City of Monroe Code of Ordinances and pursuant to the authority contained in North Carolina State Statute
Chapter160D, Local Planning and Development Regulation and 15A NCAC 2B.0258. Should the
Owner/Association fail to make the required corrections within 30 days of the issuance of the civil penalty,
the City may enter the Property and perform all necessary work to place the Facility in proper working
condition. The full cost of performing the work including administrative costs and penalties shall be
assessed as a lien on the property if unreimbursed from the Escrow Account or by the Owner/Association.
Any lien shall be on all of the property or common areas owned by the Owner or Association on which the
facilities are located.
b) If the City determines that the Facilities pose an immediate danger to the public health,
safety, or welfare, the City will notify the Owner/Association, and with due notice, may enter the property
358
00174709.1 6
and take whatever steps it deems necessary to return the Facility or facilities to good working order. This
provision shall not be construed to allow the City to erect any structure of a permanent nature on the
property. It is expressly understood and agreed that the City is under no obligation to maintain or repair the
Facility or facilities and in no event shall this Agreement be construed to impose any such obligation on the
City.
c) The City shall have the right to bring an action and recover sums due, damages, seek
injunctive relief, and/or such other and further relief as may be just and appropriate.
d) The remedies provided by this paragraph are cumulative and are in addition to any other
remedies provided by law.
e) Reference to statutes, ordinances, or regulations include all statutory, ordinance, or
regulatory provisions consolidating, amending, or replacing the statute, ordinance, or regulation.
References to contracts and agreements shall be deemed to include all amendments to them.
10. No Waiver of Breach. In the event of a breach of any term of this Agreement, any delay
or failure on the part of the City to exercise any rights, powers, or remedies herein provided, it shall not be
construed as a waiver thereof or acquiescence of such breach or any future breach.
11. Amendments. This Agreement may be amended, revised or modified only by a written
document signed by the parties.
12. Binding Effect. The conditions and restrictions set forth herein with regard to the Facility
shall run with the land and shall bind the Owner/Association and its successors and assigns and all parties
claiming by, through, or under them shall be taken to hold, agree, and covenant with the City, with its
successors and assigns, and with each of them to conform to and observe said conditions and restrictions.
The City shall be deemed a beneficiary of the conditions and restrictions set forth herein and such conditions
and restrictions shall run with the land in favor of the City.
13. Warranties of Title. The Owner/Association covenants and warrants that it has lawfully
seized and possesses the Facility and real estate described by deed recorded in Book _6377___, Page
798___, Union County Registry, that it has good, right and lawful authority to enter into this Agreement
for the purposes herein expressed, and that no consent or waiver by the holder of any mortgage, deed of
trust, or other security instrument, or any other person, firm, or corporation is required prior to entering into
this Agreement, or such consent has been obtained by the Owner/Association.
14. Interpretation. Use of the masculine gender herein includes the feminine and neuter, and
the singular number used herein shall equally include the plural. The captions preceding the various
provisions of this Agreement are for the convenience of reference only and shall not be used as an aid in
interpretation or construction of this Agreement.
359
00174709.1 7
15. Severability. Invalidation of any one of these covenants or conditions by judgment or
order of any court shall in no way affect any of the other provisions, which shall remain in full force and
effect.
16. Liability Disclaimer. The Owner/Association, its officers, administrators, executors,
successors, heirs, or assigns hereby indemnifies and holds harmless the City, its authorized agents and
employees, for any and all damages, accidents, casualties, occurrences or claims that may arise or be
asserted against the City from the construction, presence, existence or maintenance of the Facility or
facilities by the Owner/Association or the City. In the event a claim is asserted against the City, its
authorized agents and employees, the City shall promptly notify the Owner/Association, and the
Owner/Association shall defend at its own expense any suit based on such claim. If any judgment or claims
against the City, its authorized agents or employees, shall be allowed, the Owner/Association shall pay for
all costs and expenses in connection herewith.
17. Right of Entry and Access Easement. Owner/Association, its officers, administrators,
executors, successors, heirs, or assigns hereby grants and conveys to the City, its authorized agents and
employees, the perpetual right of access and easement over, across, and upon the Property as shown on the
final plat(s) to be recorded in Union County Register of Deeds or upon file with the City. The City shall
be granted the right of entry to inspect, monitor, maintain, repair and reconstruct the Facility whenever the
City deems necessary.
18 E-Verify Requirement. Owner/Association shall comply with the requirements of Article
2 of Chapter 64 of the General Statutes. Further, if Owner/Association utilizes a subcontractor in the
performance of this Agreement, Owner/Association shall require the subcontractor to comply with the
requirements of Article 2 of Chapter 64 of the General Statutes.
19. Effective Date. This Stormwater Operation and Maintenance Agreement will become
effective when the Facility has received a final inspection and approval by the Stormwater Administrator.
20 Recording. This Agreement shall be recorded in the Office of Register of Deeds of Union
County, North Carolina and shall run with the land and be binding on successor, heirs, and assigns.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals this the day and
year first above written.
{SIGNATURES APPEAR ON THE FOLLOWING PAGES.}
360
00174709.1 8
ATTEST: UNION COUNTY
_______________________________ By: _____________________________________
Lynn West, Clerk to the Board of
County Commissioners
Brian Matthews, County Manager
(Corporate Seal)
HOMEOWNERS’ ASSOCIATION
By:______________________________________
NAME AND TITLE
CITY OF MONROE
_______________________________
William Mark Watson, City Manager
ATTEST:
_______________________________
Bridgette H. Robinson, City Clerk
STATE OF NORTH CAROLINA
COUNTY OF ________________
I, ___________________________, a Notary Public in and for said County and State, do hereby
certify that _____________________ personally appeared before me this day and acknowledged
that he/she is the _____________________ of ___________________, a North Carolina _____
company, and that he/she, as _____________________, being duly authorized to do so, executed
the foregoing instrument on behalf of the company.
Witness my hand and official seal this ______day of ______, 20___.
Notary Public
(OFFICIAL SEAL)
My Commission Expires: __________________
This Instrument Has Been Preaudited In The
Manner Required By The Local Government
Budget And Fiscal Control Act
________________________________
Deputy Finance Officer
Approved as to Legal Form:CJB
361
00174709.1 9
STATE OF NORTH CAROLINA
COUNTY OF UNION
I, ___________________________, a notary public in and for said county and state, certify
that Bridgette H. Robinson personally appeared before me this day, stated that she is the City Clerk
of the City of Monroe, a North Carolina municipal corporation, and that by authority duly given
and as the act of the City, the foregoing contract was signed in its corporate name by its City
Manager, sealed with its corporate seal, and attested by herself as its said City Clerk.
This the _______ day of __________________, 20____.
Notary Public
(OFFICIAL SEAL)
My Commission Expires:
APPROVED AS TO FORM:
City Attorney
STATE OF NORTH CAROLINA
COUNTY OF ________________
I, ___________________________, a Notary Public in and for said County and State, do hereby
certify that _____________________ personally appeared before me this day and acknowledged
that he/she is the _____________________ of ________________ Association, and that he/she, as
_____________________, being duly authorized to do so, executed the foregoing instrument on
behalf of the company.
Witness my hand and official seal this ______day of ______, 20___.
Notary Public
(OFFICIAL SEAL)
My Commission Expires: __________________
362
363
364
365
366
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-041 Agenda Date:1/12/2026
TITLE:..title
Contract Amendment - Lease Extension 2630 Nelda Drive
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
1) August 16, 2010, Regular Meeting, Agenda Item #11 - Lease approved (120 months)
2) February 15, 2021, Regular Meeting, Agenda Item #16 - Lease extension approved (60 months)
BACKGROUND:
The Facilities & Fleet Management department has utilized the contractual services of Ty-Par Realty,
Inc. for the lease at 2630 Nelda Drive, Monroe, NC for the Probation Services Offices since March 1,
2011. Ty-Par Realty Inc has been effective and efficient in meeting our service needs, and the
department is requesting to extend the lease term for an additional thirty-six months.
FINANCIAL IMPACT:
The anticipated first year monthly cost for the lease is $11,250, with a 3% increase in years two and
three. Therefore, a total amount of $417,272 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 1/2/2026Page 1 of 1
powered by Legistar™367
1
SECOND AMENDMENT TO COMMERCIAL LEASE AGREEMENT
THIS SECOND AMENDMENT TO COMMERCIAL LEASE AGREEMENT (this
"Second Amendment") is made as of _________________________ (the "Effective Date") by
and between T-Par Realty, Inc., a North Carolina corporation ("Lessor"), and Union County, North
Carolina ("Lessee").
RECITALS
A. Lessor and Lessee are parties to that certain Commercial Lease Agreement dated
October 22, 2010, as amended by that certain Amendment #1 dated February 17, 2021 (collectively
the “Lease”), wherein Lessee leases from Lessor approximately 9,000 square feet of the building
containing approximately 11,500 square feet located at 2630 Nelda Drive, Monroe, North Carolina
(the “Demised Premises”).
B. The Term of the Lease currently expires as of February 28, 2026.
C. All capitalized terms used but not otherwise defined herein shall have the meanings
given to them in the Lease.
AGREEMENT
In consideration of the mutual covenants herein contained, and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, Seller and Buyer
agree, intending to be legally bound, as follows:
1. Extension of Term; Renewal Term. The Term of the Lease shall be extended for a
period of three (3) years commencing on March 1, 2026 up to and including February
28, 2029 (the “Extended Term”).
Additionally, provided that Lessee is not in default hereunder, Lessee shall be
permitted a single renewal term of three (3) years (the “Renewal Term” and together
with the Extended Term, the “Term”) commencing upon the expiration of the
Extended Term and to be exercised in writing (the “Renewal Notice”) by Lessee no
less than one hundred eighty (180) days prior to the expiration of the Extended Term.
2. Rent. Rent for Extended Term shall be as follows:
Extended Term (Year 1) $135,000.00/annum $11,250.00/month
Extended Term (Year 2) $139,050.00/annum $11,587.50/month
Extended Term (Year 3) $143,221.50/annum $11,935.13/month
Within thirty (30) days of Lessor’s receipt of a timely delivered Renewal Notice,
Lessor shall advise Lessee in writing of the Rent applicable during the Renewal Term
(the “Renewal Rent Notice”). Upon receipt of the Renewal Rent Notice, Lessee
368
shall have thirty (30) days to provide written notice to Lessor either: (a) accepting the
Rent for the Renewal Term detailed in the Renewal Rent Notice; or (b) withdrawing
its Renewal Notice, in which case the Lease, as amended by this Second Amendment,
shall terminate as of the expiration of the Extended Term. In the event that Lessee
fails to timely provide its Renewal Notice or otherwise timely respond to the Renewal
Rent Notice, Lessee shall be deemed to have waived its right to exercise the Renewal
Term and the Lease, as amended by this Second Amendment, shall terminate as of
the expiration of the Extended Term.
3. Estoppel Certificates. Lessee shall, within five (5) days after request, execute and
deliver any estoppel certificate stating such matters pertaining to this Lease as may be
reasonably requested.
4. Miscellaneous.
a. Lessee represents and warrants to Lessor that Lessee does not have any claims,
defenses or other causes of action against Lessor arising out of the Lease and to the
extent any such claims, defenses or other causes of action may exist, whether
known or unknown as of the date of this Second Amendment, such items are hereby
waived by Lessee.
b. Except as specifically provided herein, all of the terms, provisions, covenants and
conditions of the Lease are hereby ratified and confirmed and shall continue in full
force and effect.
c. This Second Amendment shall be construed under the laws of the State of North
Carolina without regard to conflicts of law provisions.
d. If and to the extent any of the provisions of this Second Amendment conflict or are
otherwise inconsistent with the Lease, this Second Amendment shall govern and
control.
e. This Second Amendment may be executed in two or more counterparts, each of
which shall be one and the same instrument and a duplicate original. Return of an
executed copy of this Second Amendment by electronic mail or facsimile
transmission shall bind the party so executing and returning such counterpart. Each
party represents to the other that the person executing this Second Amendment on
its behalf is authorized to do so by all required corporate, partnership or limited
liability company action, as appropriate. Lessor and/or Lessee may elect to execute
this document through an electronic signature platform (e.g. DocuSign). By signing
through said electronic signature platform, and not solely through e-mail
acceptance, Lessor and Lessee agree that they have read and understood the Second
Amendment, agree to be bound by all of its terms and conditions and hereby waive
any defense or counterclaim that electronic signature is an invalid form of signature
and acceptance under applicable law.
[Signature page to follow]
369
3
IN WITNESS WHEREOF, the parties have executed this Second Amendment to
Commercial Lease Agreement as of the date first set forth above.
LESSOR LESSEE
Ty-Par Realty, Inc., a North Carolina Union County, North Carolina
corporation
___________________________________ ____________________________________
C. Mark Tyson, President Brian Matthews, County Manager
This instrument has been pre-audited in the
manner required by the Local Government
Budget and Fiscal Control Act.
____________________________________
Deputy Finance Officer
Approved as to Legal Form:CJB
370
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-042 Agenda Date:1/12/2026
TITLE:..title
Contract Amendment - Lease Extension 601 Lancaster Avenue
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
1) August 6, 2018, Regular Meeting, Agenda Item #11, Lease approved
2) June 7, 2021, Regular Meeting, Agenda Item #25, Lease extension approved (six months)
3) November 15, 2021, Regular Meeting, Agenda Item #21-402, Lease extension approved
(eighteen months)
4) April 17, 2023, Regular Meeting, Agenda Item #23-186, Lease extension approved (thirty-six
months)
BACKGROUND:
The Facilities & Fleet Management Department has utilized the contractual services of Raymond G.
Smith for the lease of space at 604 Lancaster Avenue, which is used as Juvenile Justice offices,
since August 1, 2018. Raymond G. Smith has been effective and efficient in meeting our service
needs, and we are requesting to extend the lease for an additional two years.
FINANCIAL IMPACT:
The anticipated first year monthly cost for the lease is $7,600.62, with a 3% increase in year two.
Therefore, a total amount of $185,151 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 1/2/2026Page 1 of 1
powered by Legistar™371
1
STATE OF NORTH CAROLINA
AMENDMENT #5
COUNTY OF UNION
This Amendment, made and entered into as of the __________________________, by
and between UNION COUNTY, a political subdivision of the State of North Carolina,
hereinafter referred to as “Tenant,” and RAYMOND G. SMITH, hereinafter referred to as
“Landlord,” shall modify as indicated that Commercial Lease Agreement between the parties
dated June 1, 2018, as modified by amendments dated July 19, 2018, July 8, 2021, November 23,
2021, and May 3, 2023, hereinafter referred to as the “Lease.”
W I T N E S S E T H:
WHEREAS, Tenant currently leases from Landlord certain Premises located on
Lancaster Avenue in Monroe, NC, which Premises would be utilized for Juvenile Justice offices;
and
WHEREAS, the term of the Lease is set to expire on May 31, 2026. The parties now
desire to extend the terms of the Lease for an additional two (2) years;
NOW, THEREFORE, in consideration of the parties’ continuing obligations under the
Lease and other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the parties hereto do each contract and agree with the other as follows:
1. Lease Term. Effective upon the execution of this Amendment, the term of the Lease shall
be extended two (2) years, from June 1, 2026 to May 31, 2028 (the “Renewal Term”).
2. Rental Payments. Beginning June 1, 2026, Tenant shall pay Landlord equal monthly
installment payments of $7,600.62. On June 1, 2027, the equal monthly installment payments
shall increase by 3%. Landlord and Tenant agree that all of Tenant’s rights in, and obligation to
pay rent for, the leased Premises pursuant to the Lease shall terminate as of 11:59 p.m. on May
31, 2028, unless otherwise amended by mutual written consent of the parties.
3. Except as herein amended, the terms and provisions of the Lease shall remain in full
force and effect.
[Remainder of page intentionally left blank. Signatures follow on the next page.]
372
2
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have caused this Amendment to be duly executed, this the day and year first
above written.
UNION COUNTY
By: ________________________________
Brian Matthews, County Manager
RAYMOND G. SMITH
By: ________________________________
Approved as to Legal Form CGR
This Instrument Has Been Preaudited In The Manner
Required By The Local Government Budget And Fiscal
Control Act
________________________________
Deputy Finance Officer
373
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-044 Agenda Date:1/12/2026
TITLE:..title
Contract Renewal - Purchase of Bulk Fuel
INFORMATION CONTACT:
Christopher J. Boyd, Facilities & Fleet Management, Director, 704-283-3868
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
March 20, 2023, Regular Meeting, Agenda Item #23-127 - Contract approved
BACKGROUND:
The Facilities & Fleet Management department has utilized the contractual services of James River
Solutions LLC for bulk fuel purchases since March 21, 2023. James River Solutions, LLC has been
effective and efficient in meeting our service needs, and we are requesting to continue this service for
an additional twelve months.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $200,000.00. Funding is available in the FY26 budget
with future expenditures subject to annual BOCC budget appropriation.
Union County, NC Printed on 1/2/2026Page 1 of 1
powered by Legistar™374
Procurement Department
500 North Main Street
Monroe, NC 28112
T 704.283.3886
unioncountync.gov
Date: ___________________
Via First Class Mail and Certified Mail (Return Receipt Requested)
Tracy Little
Managing Partner
James River Solutions, LLC
10487 Lakeridge Parkway, Suite 100
Ashland, VA 23005
Re: Notice of Renewal of Bulk Fuel Purchase Agreement between Union County, North
Carolina and James River Solutions, LLC.
Dear Ms. Little:
Pursuant to Section 2 of the Agreement dated March 21, 2023, between Union County and James
River Solutions, LLC (the “Agreement”), the Initial Term of the Agreement began March 21, 2023, and
runs for three (3) years through March 20, 2026. Section 2 of the Agreement also provides that following
the Initial Term, Union County may elect, in its sole discretion, to extend the Agreement for up to two (2)
additional one-year terms (each a “Renewal Term”).
Pursuant to the terms of the Agreement, this letter shall constitute Union County’s notice that it is
exercising its option to extend the Agreement for a first Renewal Term. The first Renewal Term shall run
from March 21, 2026, through March 20, 2027. Union County reserves the right to exercise its ability to
extend the Agreement for an additional one-year Renewal Term in the future.
If there are any questions or concerns, please let us know.
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
____________________________________
Deputy Finance Officer
Sincerely,
Brian W. Matthews
County Manager
cc: Kelli Manczka, Facilities Management Business Manager
375
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-036 Agenda Date:1/12/2026
TITLE:..title
Tax Bill Correction Report for November 2025
INFORMATION CONTACT:
Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624
ACTION REQUESTED:
Tax Bill Correction Reports for November 2025
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
In accordance with North Carolina General Statutes 102-312 and 105-325, the Board of County
Commissioners is authorized to make and approve certain changes to property tax records. Approval
of such changes may result in either a release, refund, or discovery of ad valorem taxes. The
attached report provides detailed information on all tax bills that were modified. Included in the report
for each correction is the parcel number or property key, owner name, reason for the change, original
value, original tax, corrected value, corrected tax, and refund, if applicable.
FINANCIAL IMPACT:
November Refund amount = $560.36
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™376
Union CountyCorrection Listing ReportPage 1 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal539.371,078.78539.4105006043 RE 2025 11/7/2025 112,005 224,000 111,9950.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL539.41 1,078.78 539.372025001566SNEAD, BRENDA GPublic Notes:216.094,088.903,872.8105063109 RE 2025 11/7/2025 806,500 851,500 45,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL3,872.81 4,088.90 216.092025001564HOWARD, RHODORA M& HOWARD, BRIAN PHERONEUSPublic Notes:216.092,427.412,211.3205066156 RE 2025 11/7/2025 460,500 505,500 45,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL2,211.32 2,427.41 216.092025001562BENSON, PENNY& STANICKI, CHARLESPublic Notes:689.821,529.68839.8608132002 RE 2025 11/17/2025 165,262 301,000 135,7380.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL839.86 1,529.68 689.822025001627RUSHING, BOBBIE T HEIRSPublic Notes:625.911,348.02722.1108132002 RE 2024 11/17/2025 106,868 199,500 92,6320.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL722.11 1,348.02 625.912025001627RUSHING, BOBBIE T HEIRSPublic Notes:620.081,335.45715.3708132002 RE 2023 11/17/2025 106,868 199,500 92,6320.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL715.37 1,335.45 620.082025001627RUSHING, BOBBIE T HEIRSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated377
Union CountyCorrection Listing ReportPage 2 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal620.081,335.45715.3708132002 RE 2022 11/17/2025 106,868 199,500 92,6320.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL715.37 1,335.45 620.082025001627RUSHING, BOBBIE T HEIRSPublic Notes:811.081,622.52811.4409115087 RE 2025 11/7/2025 92,820 185,600 92,7800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL811.44 1,622.52 811.082025001565GRAY, JESSIE ALLENPublic Notes:Tax 10,427.69 14,766.21 4,338.52Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.001,957,691 2,666,100 708,409Tax TTL 10,427.69 14,766.21 4,338.52 0.00INT 0.00 0.00 0.00Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,274.921,423.03148.1101054007 RE 2025 11/14/2025 29,300 281,510 252,2100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL148.11 1,423.03 1,274.922025001603BULLINGTON, CINDY ANNE& BULLINGTON, DAVID MPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated378
Union CountyCorrection Listing ReportPage 3 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal584.97774.48189.5101054007 RE 2024 11/14/2025 29,300 119,740 90,4400.000.00 0.00ValueLLTaxINT55.570.00 55.570.00PUV ROLLBACKTax TTL189.51 830.05 640.542025001603BULLINGTON, CINDY ANNE& BULLINGTON, DAVID MPublic Notes:566.52750.05183.5301054007 RE 2023 11/14/2025 29,300 119,740 90,4400.000.00 0.00ValueLLTaxINT104.810.00 104.810.00PUV ROLLBACKTax TTL183.53 854.86 671.332025001603BULLINGTON, CINDY ANNE& BULLINGTON, DAVID MPublic Notes:566.52750.05183.5301054007 RE 2022 11/14/2025 29,300 119,740 90,4400.000.00 0.00ValueLLTaxINT155.790.00 155.790.00PUV ROLLBACKTax TTL183.53 905.84 722.312025001603BULLINGTON, CINDY ANNE& BULLINGTON, DAVID MPublic Notes:62.471,433.731,371.2603033005 RE 2025 11/3/2025 281,400 294,220 12,8200.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,371.26 1,433.73 62.472025001513LYNN, TRINA M& LYNN, RANDALLPublic Notes:43.741,265.691,221.9503033005 RE 2024 11/3/2025 186,900 193,590 6,6900.000.00 0.00ValueLLTaxINT4.150.00 4.150.00PUV ROLLBACKTax TTL1,221.95 1,269.84 47.892025001513LYNN, TRINA M& LYNN, RANDALLPublic Notes:42.991,244.011,201.0203033005 RE 2023 11/3/2025 186,900 193,590 6,6900.000.00 0.00ValueLLTaxINT7.950.00 7.950.00PUV ROLLBACKTax TTL1,201.02 1,251.96 50.942025001513LYNN, TRINA M& LYNN, RANDALLPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated379
Union CountyCorrection Listing ReportPage 4 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal42.991,244.011,201.0203033005 RE 2022 11/3/2025 186,900 193,590 6,6900.000.00 0.00ValueLLTaxINT11.820.00 11.820.00PUV ROLLBACKTax TTL1,201.02 1,255.83 54.812025001513LYNN, TRINA M& LYNN, RANDALLPublic Notes:72.06267.64195.5804099011A RE 2025 11/14/2025 40,900 55,970 15,0700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL195.58 267.64 72.062025001599LONG, AZALEE SPublic Notes:47.85309.12261.2704099011A RE 2024 11/14/2025 40,900 48,390 7,4900.000.00 0.00ValueLLTaxINT4.550.00 4.550.00PUV ROLLBACKTax TTL261.27 313.67 52.402025001599LONG, AZALEE SPublic Notes:46.65301.38254.7304099011A RE 2023 11/14/2025 40,900 48,390 7,4900.000.00 0.00ValueLLTaxINT8.630.00 8.630.00PUV ROLLBACKTax TTL254.73 310.01 55.282025001599LONG, AZALEE SPublic Notes:46.65301.38254.7304099011A RE 2022 11/14/2025 40,900 48,390 7,4900.000.00 0.00ValueLLTaxINT12.830.00 12.830.00PUV ROLLBACKTax TTL254.73 314.21 59.482025001599LONG, AZALEE SPublic Notes:4,345.485,076.55731.0705009011 RE 2025 11/14/2025 151,800 1,054,100 902,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL731.07 5,076.55 4,345.482025001601SPITTLE, JAMES STEWART& SPITTLE, TERRY KEITHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated380
Union CountyCorrection Listing ReportPage 5 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,006.323,697.76691.4405009011 RE 2024 11/14/2025 107,500 574,900 467,4000.000.00 0.00ValueLLTaxINT285.600.00 285.600.00PUV ROLLBACKTax TTL691.44 3,983.36 3,291.922025001601SPITTLE, JAMES STEWART& SPITTLE, TERRY KEITHPublic Notes:2,965.193,645.26680.0705009011 RE 2023 11/14/2025 107,200 574,600 467,4000.000.00 0.00ValueLLTaxINT548.560.00 548.560.00PUV ROLLBACKTax TTL680.07 4,193.82 3,513.752025001601SPITTLE, JAMES STEWART& SPITTLE, TERRY KEITHPublic Notes:2,965.193,645.26680.0705009011 RE 2022 11/14/2025 107,200 574,600 467,4000.000.00 0.00ValueLLTaxINT815.420.00 815.420.00PUV ROLLBACKTax TTL680.07 4,460.68 3,780.612025001601SPITTLE, JAMES STEWART& SPITTLE, TERRY KEITHPublic Notes:395.88400.694.8106051004A RE 2025 11/3/2025 1,000 83,200 82,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL4.81 400.69 395.882025001512NMJSVG TOWNSHIP FARMS LLCPublic Notes:75.2581.045.7906051004A RE 2024 11/3/2025 900 12,600 11,7000.000.00 0.00ValueLLTaxINT7.150.00 7.150.00PUV ROLLBACKTax TTL5.79 88.19 82.402025001512NMJSVG TOWNSHIP FARMS LLCPublic Notes:74.2279.935.7106051004A RE 2023 11/3/2025 900 12,600 11,7000.000.00 0.00ValueLLTaxINT13.730.00 13.730.00PUV ROLLBACKTax TTL5.71 93.66 87.952025001512NMJSVG TOWNSHIP FARMS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated381
Union CountyCorrection Listing ReportPage 6 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal74.2279.935.7106051004A RE 2022 11/3/2025 900 12,600 11,7000.000.00 0.00ValueLLTaxINT20.410.00 20.410.00PUV ROLLBACKTax TTL5.71 100.34 94.632025001512NMJSVG TOWNSHIP FARMS LLCPublic Notes:22.42872.73850.3108087008 RE 2025 11/12/2025 166,500 170,890 4,3900.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL850.31 872.73 22.422025001582LOVE, RODNEY LANE& WILLIAMS, TERRY LYNNPublic Notes:12.84869.18856.3408087008 RE 2024 11/12/2025 128,100 130,020 1,9200.000.00 0.00ValueLLTaxINT1.220.00 1.220.00PUV ROLLBACKTax TTL856.34 870.40 14.062025001582LOVE, RODNEY LANE& WILLIAMS, TERRY LYNNPublic Notes:12.64855.92843.2808087008 RE 2023 11/12/2025 128,100 130,020 1,9200.000.00 0.00ValueLLTaxINT2.340.00 2.340.00PUV ROLLBACKTax TTL843.28 858.26 14.982025001582LOVE, RODNEY LANE& WILLIAMS, TERRY LYNNPublic Notes:12.64855.92843.2808087008 RE 2022 11/12/2025 128,100 130,020 1,9200.000.00 0.00ValueLLTaxINT3.470.00 3.470.00PUV ROLLBACKTax TTL843.28 859.39 16.112025001582LOVE, RODNEY LANE& WILLIAMS, TERRY LYNNPublic Notes:344.081,650.991,306.9108096011 RE 2025 11/3/2025 267,700 338,180 70,4800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL1,306.91 1,650.99 344.082025001514TOMBERLIN, NANCY IPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated382
Union CountyCorrection Listing ReportPage 7 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal156.711,200.591,043.8808096011 RE 2024 11/3/2025 159,200 183,100 23,9000.000.00 0.00ValueLLTaxINT13.710.00 13.710.00PUV ROLLBACKTax TTL1,043.88 1,214.30 170.422025001514TOMBERLIN, NANCY IPublic Notes:155.211,189.051,033.8408096011 RE 2023 11/3/2025 159,200 183,100 23,9000.000.00 0.00ValueLLTaxINT27.550.00 27.550.00PUV ROLLBACKTax TTL1,033.84 1,216.60 182.762025001514TOMBERLIN, NANCY IPublic Notes:155.211,189.051,033.8408096011 RE 2022 11/3/2025 159,200 183,100 23,9000.000.00 0.00ValueLLTaxINT41.510.00 41.510.00PUV ROLLBACKTax TTL1,033.84 1,230.56 196.722025001514TOMBERLIN, NANCY IPublic Notes:29.67642.00612.3308120019 RE 2025 11/21/2025 119,900 125,710 5,8100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL612.33 642.00 29.672025001636MARTIN, PAMELA T& MARTIN, GEORGE F IIIPublic Notes:23.66584.54560.8808120019 RE 2024 11/21/2025 83,900 87,440 3,5400.000.00 0.00ValueLLTaxINT2.240.00 2.240.00PUV ROLLBACKTax TTL560.88 586.78 25.902025001636MARTIN, PAMELA T& MARTIN, GEORGE F IIIPublic Notes:23.30575.61552.3108120019 RE 2023 11/21/2025 83,900 87,440 3,5400.000.00 0.00ValueLLTaxINT4.310.00 4.310.00PUV ROLLBACKTax TTL552.31 579.92 27.612025001636MARTIN, PAMELA T& MARTIN, GEORGE F IIIPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated383
Union CountyCorrection Listing ReportPage 8 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal23.30575.61552.3108120019 RE 2022 11/21/2025 83,900 87,440 3,5400.000.00 0.00ValueLLTaxINT6.410.00 6.410.00PUV ROLLBACKTax TTL552.31 582.02 29.712025001636MARTIN, PAMELA T& MARTIN, GEORGE F IIIPublic Notes:986.161,177.16191.0008123007 80 RE 2025 11/7/2025 37,400 230,500 193,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL191.00 1,177.16 986.162025001563EDWARDS, GEORGIA C HEIRSPublic Notes:761.42799.5338.1108123007 80 RE 2024 11/7/2025 5,700 119,600 113,9000.000.00 0.00ValueLLTaxINT72.340.00 72.340.00PUV ROLLBACKTax TTL38.11 871.87 833.762025001563EDWARDS, GEORGIA C HEIRSPublic Notes:749.80787.3337.5308123007 80 RE 2023 11/7/2025 5,700 119,600 113,9000.000.00 0.00ValueLLTaxINT138.720.00 138.720.00PUV ROLLBACKTax TTL37.53 926.05 888.522025001563EDWARDS, GEORGIA C HEIRSPublic Notes:749.80787.3337.5308123007 80 RE 2022 11/7/2025 5,700 119,600 113,9000.000.00 0.00ValueLLTaxINT206.200.00 206.200.00PUV ROLLBACKTax TTL37.53 993.53 956.002025001563EDWARDS, GEORGIA C HEIRSPublic Notes:1,571.221,938.27367.0508123007 90 RE 2025 11/10/2025 74,800 395,000 320,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00PUV ROLLBACKTax TTL367.05 1,938.27 1,571.222025001577EDWARDS, GEORGIA C HEIRSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated384
Union CountyCorrection Listing ReportPage 9 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,147.841,436.42288.5808123007 90 RE 2024 11/10/2025 44,500 221,500 177,0000.000.00 0.00ValueLLTaxINT109.050.00 109.050.00PUV ROLLBACKTax TTL288.58 1,545.47 1,256.892025001577EDWARDS, GEORGIA C HEIRSPublic Notes:1,129.791,413.83284.0408123007 90 RE 2023 11/10/2025 44,500 221,500 177,0000.000.00 0.00ValueLLTaxINT209.020.00 209.020.00PUV ROLLBACKTax TTL284.04 1,622.85 1,338.812025001577EDWARDS, GEORGIA C HEIRSPublic Notes:1,129.791,413.83284.0408123007 90 RE 2022 11/10/2025 44,500 221,500 177,0000.000.00 0.00ValueLLTaxINT310.700.00 310.700.00PUV ROLLBACKTax TTL284.04 1,724.53 1,440.492025001577EDWARDS, GEORGIA C HEIRSPublic Notes:Tax 21,088.30 47,585.88 26,497.58Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.003,530,800 8,101,320 4,570,520Tax TTL 21,088.30 50,791.64 29,703.34 0.00INT 0.00 3,205.76 3,205.76JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated385
Union CountyCorrection Listing ReportPage 10 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal3,431.993,945.32513.3305141181 RE 2025 11/6/2025 106,900 821,600 714,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL513.33 3,945.32 3,431.992025001549EASTWOOD CONSTRUCTION PARNPublic Notes:534.99579.6244.6307042601 RE 2025 11/17/2025 6,900 89,600 82,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL44.63 579.62 534.992025001632TAYLOR MORRISON OF CAROLINPublic Notes:595.772,808.432,212.6607150731 RE 2025 11/6/2025 340,200 431,800 91,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL2,212.66 2,808.43 595.772025001552STANLEY MARTIN HOMES LLCPublic Notes:583.412,188.601,605.1907150733 RE 2025 11/6/2025 246,800 336,500 89,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL1,605.19 2,188.60 583.412025001551STANLEY MARTIN HOMES LLCPublic Notes:699.184,358.983,659.8007150748 RE 2025 11/6/2025 562,700 670,200 107,5000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL3,659.80 4,358.98 699.182025001556STANLEY MARTIN HOMES LLCPublic Notes:667.314,504.673,837.3607150764 RE 2025 11/6/2025 590,000 692,600 102,6000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL3,837.36 4,504.67 667.312025001554STANLEY MARTIN HOMES LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated386
Union CountyCorrection Listing ReportPage 11 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal665.363,856.873,191.5107150766 RE 2025 11/6/2025 490,700 593,000 102,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL3,191.51 3,856.87 665.362025001550STANLEY MARTIN HOMES LLCPublic Notes:684.873,812.643,127.7707150769 RE 2025 11/6/2025 480,900 586,200 105,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL3,127.77 3,812.64 684.872025001555STANLEY MARTIN HOMES LLCPublic Notes:2,614.732,626.1011.3708300342 RE 2025 11/6/2025 1,300 300,400 299,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL11.37 2,626.10 2,614.732025001546PULTE HOME COMPANY LLCPublic Notes:2,634.842,645.3310.4908300343 RE 2025 11/6/2025 1,200 302,600 301,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL10.49 2,645.33 2,634.842025001540PULTE HOME COMPANY LLCPublic Notes:2,617.352,633.0915.7408300344 RE 2025 11/6/2025 1,800 301,200 299,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL15.74 2,633.09 2,617.352025001543PULTE HOME COMPANY LLCPublic Notes:1,369.871,392.6022.7308300362 RE 2025 11/6/2025 2,600 159,300 156,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL22.73 1,392.60 1,369.872025001545PULTE HOME COMPANY LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated387
Union CountyCorrection Listing ReportPage 12 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,383.861,398.7214.8608300365 RE 2025 11/6/2025 1,700 160,000 158,3000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL14.86 1,398.72 1,383.862025001544PULTE HOME COMPANY LLCPublic Notes:3,176.843,201.3224.4808300376 RE 2025 11/6/2025 2,800 366,200 363,4000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL24.48 3,201.32 3,176.842025001541PULTE HOME COMPANY LLCPublic Notes:448.37459.9311.5609417395 RE 2025 11/6/2025 2,400 95,500 93,1000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXEMPTIONSTATUS CHANGETax TTL11.56 459.93 448.372025001547STONEBRIDGE LAND HOLDINGSPublic Notes:255.15297.0541.90320200 PP 2025 11/14/2025 8,205 58,166 49,96125.524.19 29.71ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL46.09 326.76 280.672025001609CLONTZ, SCOTTY THOMASPublic Notes:1,988.303,335.301,347.00407139 PP 2025 11/14/2025 266,468 659,803 393,335198.83134.72 333.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,481.72 3,668.85 2,187.132025001600STEGALL, ANDREW DICKSONPublic Notes:2,232.214,133.351,901.14407139 PP 2024 11/13/2025 293,930 639,046 345,116446.44190.11 636.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,091.25 4,769.90 2,678.652025001598STEGALL, ANDREW DICKSONPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated388
Union CountyCorrection Listing ReportPage 13 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,405.153,235.42830.27407139 PP 2023 11/13/2025 132,546 516,511 383,965721.5883.03 804.61ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL913.30 4,040.03 3,126.732025001598STEGALL, ANDREW DICKSONPublic Notes:2,499.343,373.14873.80407139 PP 2022 11/13/2025 139,495 538,496 399,001999.7587.38 1,087.13ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL961.18 4,460.27 3,499.092025001598STEGALL, ANDREW DICKSONPublic Notes:1,463.892,253.66789.77407139 PP 2021 11/13/2025 125,840 359,091 233,251731.9478.98 810.92ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL868.75 3,064.58 2,195.832025001598STEGALL, ANDREW DICKSONPublic Notes:1,711.802,248.68536.88407139 PP 2020 11/13/2025 68,149 285,438 217,2891,027.0853.69 1,080.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL590.57 3,329.45 2,738.882025001598STEGALL, ANDREW DICKSONPublic Notes:1,636.808,927.317,290.51407248 PP 2024 11/14/2025 1,091,393 1,336,423 245,030327.360.00 327.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,290.51 9,254.67 1,964.162025001615ASHCRAFT, JOHN A JRPublic Notes:284.91815.85530.94407483 PP 2025 11/5/2025 79,316 121,878 42,56228.490.00 28.49ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL530.94 844.34 313.402025001523BARNETT INTERNATIONAL CORPPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated389
Union CountyCorrection Listing ReportPage 14 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal409.541,138.33728.79407483 PP 2024 11/5/2025 84,990 132,750 47,76081.910.00 81.91ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL728.79 1,220.24 491.452025001522BARNETT INTERNATIONAL CORPPublic Notes:412.221,148.08735.86407483 PP 2023 11/5/2025 89,542 139,703 50,161123.670.00 123.67ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL735.86 1,271.75 535.892025001522BARNETT INTERNATIONAL CORPPublic Notes:95.98853.99758.01407483 PP 2022 11/5/2025 92,238 103,917 11,67938.390.00 38.39ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL758.01 892.38 134.372025001522BARNETT INTERNATIONAL CORPPublic Notes:93.28858.79765.51407483 PP 2021 11/5/2025 93,218 104,577 11,35946.640.00 46.64ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL765.51 905.43 139.922025001522BARNETT INTERNATIONAL CORPPublic Notes:119.281,097.15977.87407483 PP 2020 11/5/2025 97,719 109,638 11,91971.5697.79 169.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,075.66 1,266.50 190.842025001522BARNETT INTERNATIONAL CORPPublic Notes:218.021,313.581,095.56407778 PP 2025 11/12/2025 169,355 203,058 33,70321.800.00 21.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,095.56 1,335.38 239.822025001580SRI OPERATING COMPANYPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated390
Union CountyCorrection Listing ReportPage 15 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal342.021,646.691,304.67407778 PP 2024 11/12/2025 158,295 199,792 41,49768.400.00 68.40ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,304.67 1,715.09 410.422025001579SRI OPERATING COMPANYPublic Notes:316.231,755.401,439.17407778 PP 2023 11/12/2025 176,132 214,833 38,70194.870.00 94.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,439.17 1,850.27 411.102025001579SRI OPERATING COMPANYPublic Notes:258.251,483.551,225.30407778 PP 2022 11/12/2025 149,957 181,563 31,606103.300.00 103.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,225.30 1,586.85 361.552025001579SRI OPERATING COMPANYPublic Notes:596.501,546.29949.79407778 PP 2021 11/12/2025 116,239 189,241 73,002298.250.00 298.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL949.79 1,844.54 894.752025001579SRI OPERATING COMPANYPublic Notes:141.3621,373.3021,231.94408397 PP 2025 11/14/2025 3,247,467 3,269,088 21,62114.140.00 14.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL21,231.94 21,387.44 155.502025001604CHAMBERS EXPRESS TRUCKINGPublic Notes:1,540.364,773.183,232.82408432 PP 2025 11/3/2025 369,803 546,006 176,203154.04323.28 477.32ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,556.10 5,250.50 1,694.402025001515CHARLOTTE RADIOLOGY PAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated391
Union CountyCorrection Listing ReportPage 16 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,794.637,307.394,512.76408432 PP 2024 11/3/2025 413,825 670,095 256,270558.930.00 558.93ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,512.76 7,866.32 3,353.562025001511CHARLOTTE RADIOLOGY PAPublic Notes:385.362,849.842,464.48408645 PP 2025 11/14/2025 281,913 325,994 44,08138.540.00 38.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,464.48 2,888.38 423.902025001606CMAC INC LOGAN'S ROADHOUSEPublic Notes:638.163,578.222,940.06408645 PP 2024 11/14/2025 269,607 328,127 58,520127.630.00 127.63ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,940.06 3,705.85 765.792025001605CMAC INC LOGAN'S ROADHOUSEPublic Notes:601.033,294.732,693.70408645 PP 2023 11/14/2025 247,015 302,130 55,115180.310.00 180.31ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,693.70 3,475.04 781.342025001605CMAC INC LOGAN'S ROADHOUSEPublic Notes:248.102,612.862,364.76408645 PP 2022 11/14/2025 216,851 239,602 22,75199.25236.48 335.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,601.24 2,948.59 347.352025001605CMAC INC LOGAN'S ROADHOUSEPublic Notes:249.142,631.152,382.01408645 PP 2021 11/14/2025 218,433 241,279 22,846124.570.00 124.57ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,382.01 2,755.72 373.712025001605CMAC INC LOGAN'S ROADHOUSEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated392
Union CountyCorrection Listing ReportPage 17 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal128.523,319.853,191.33408645 PP 2020 11/14/2025 236,886 246,426 9,54077.110.00 77.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,191.33 3,396.96 205.632025001605CMAC INC LOGAN'S ROADHOUSEPublic Notes:469.61798.46328.85409367 PP 2024 11/4/2025 51,447 124,916 73,46993.9132.89 126.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL361.74 925.26 563.522025001518DOUG MCLAIN TRUCKING INCPublic Notes:508.65864.16355.51409367 PP 2023 11/4/2025 56,242 136,713 80,471152.6035.55 188.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL391.06 1,052.31 661.252025001518DOUG MCLAIN TRUCKING INCPublic Notes:480.41926.72446.31409367 PP 2022 11/4/2025 70,607 146,610 76,003192.1744.63 236.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL490.94 1,163.52 672.582025001518DOUG MCLAIN TRUCKING INCPublic Notes:519.66965.97446.31409367 PP 2021 11/4/2025 70,607 152,819 82,212259.8444.63 304.47ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL490.94 1,270.44 779.502025001518DOUG MCLAIN TRUCKING INCPublic Notes:703.401,392.01688.61409367 PP 2020 11/4/2025 88,328 178,554 90,226422.0568.86 490.91ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL757.47 1,882.92 1,125.452025001518DOUG MCLAIN TRUCKING INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated393
Union CountyCorrection Listing ReportPage 18 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal35.791,340.151,304.36410041 PP 2025 11/5/2025 272,423 279,897 7,4743.580.00 3.58ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,304.36 1,343.73 39.372025001529FOWLER, BETTY J& FOWLER, MARK SPublic Notes:83.411,977.221,893.81410041 PP 2024 11/5/2025 296,743 309,812 13,06916.68189.38 206.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,083.19 2,183.28 100.092025001528FOWLER, BETTY J& FOWLER, MARK SPublic Notes:87.682,065.461,977.78410041 PP 2023 11/5/2025 314,983 328,947 13,96426.30197.78 224.08ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,175.56 2,289.54 113.982025001528FOWLER, BETTY J& FOWLER, MARK SPublic Notes:88.18349.18261.00410041 PP 2022 11/5/2025 41,567 55,611 14,04435.270.00 35.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL261.00 384.45 123.452025001528FOWLER, BETTY J& FOWLER, MARK SPublic Notes:65.55323.07257.52410041 PP 2021 11/5/2025 41,751 52,379 10,62832.780.00 32.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL257.52 355.85 98.332025001528FOWLER, BETTY J& FOWLER, MARK SPublic Notes:89.81415.95326.14410041 PP 2020 11/5/2025 42,285 53,928 11,64353.880.00 53.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL326.14 469.83 143.692025001528FOWLER, BETTY J& FOWLER, MARK SPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated394
Union CountyCorrection Listing ReportPage 19 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal209.2012,236.3312,027.13410581 PP 2024 11/7/2025 1,437,277 1,462,277 25,00041.840.00 41.84ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,027.13 12,278.17 251.042025001567HARRIS TEETER LLC 129Public Notes:206.3013,258.5013,052.20410581 PP 2023 11/7/2025 1,581,702 1,606,702 25,00061.890.00 61.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL13,052.20 13,320.39 268.192025001567HARRIS TEETER LLC 129Public Notes:201.8313,410.2313,208.40410581 PP 2022 11/7/2025 1,636,121 1,661,121 25,00080.730.00 80.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL13,208.40 13,490.96 282.562025001567HARRIS TEETER LLC 129Public Notes:201.6214,525.2514,323.63410581 PP 2021 11/7/2025 1,776,023 1,801,023 25,000100.810.00 100.81ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL14,323.63 14,626.06 302.432025001567HARRIS TEETER LLC 129Public Notes:242.2516,483.2616,241.01410581 PP 2020 11/7/2025 1,676,059 1,701,059 25,000145.350.00 145.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL16,241.01 16,628.61 387.602025001567HARRIS TEETER LLC 129Public Notes:260.7418,024.2117,763.47410582 PP 2024 11/4/2025 1,732,514 1,757,945 25,43152.150.00 52.15ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,763.47 18,076.36 312.892025001521HARRIS TEETER LLC 182Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated395
Union CountyCorrection Listing ReportPage 20 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal7,428.3024,764.7317,336.43410582 PP 2023 11/4/2025 1,708,191 2,440,115 731,92477.530.00 77.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,336.43 24,842.26 7,505.832025001521HARRIS TEETER LLC 182Public Notes:258.7717,449.9817,191.21410582 PP 2022 11/4/2025 1,693,882 1,719,379 25,497103.510.00 103.51ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,191.21 17,553.49 362.282025001521HARRIS TEETER LLC 182Public Notes:258.7017,861.4517,602.75410582 PP 2021 11/4/2025 1,737,171 1,762,701 25,530129.350.00 129.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,602.75 17,990.80 388.052025001521HARRIS TEETER LLC 182Public Notes:298.7120,360.4320,061.72410582 PP 2020 11/4/2025 1,716,878 1,742,442 25,564179.230.00 179.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL20,061.72 20,539.66 477.942025001521HARRIS TEETER LLC 182Public Notes:933.68218,927.77217,994.09410583 PP 2024 11/4/2025 26,375,571 26,488,539 112,968186.740.00 186.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL217,994.09 219,114.51 1,120.422025001519HARRIS TEETER LLC 2300Public Notes:990.99194,150.84193,159.85410583 PP 2023 11/4/2025 23,533,120 23,653,855 120,735297.300.00 297.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL193,159.85 194,448.14 1,288.292025001519HARRIS TEETER LLC 2300Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated396
Union CountyCorrection Listing ReportPage 21 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal567.76126,961.36126,393.60410583 PP 2022 11/4/2025 15,398,831 15,468,002 69,171227.100.00 227.10ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL126,393.60 127,188.46 794.862025001519HARRIS TEETER LLC 2300Public Notes:604.23122,780.48122,176.25410583 PP 2021 11/4/2025 14,895,909 14,969,578 73,669302.120.00 302.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL122,176.25 123,082.60 906.352025001519HARRIS TEETER LLC 2300Public Notes:758.78187,108.20186,349.42410583 PP 2020 11/4/2025 19,197,427 19,275,595 78,168455.270.00 455.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL186,349.42 187,563.47 1,214.052025001519HARRIS TEETER LLC 2300Public Notes:202.2827,983.5027,781.22410584 PP 2024 11/7/2025 4,311,845 4,343,241 31,39640.460.00 40.46ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL27,781.22 28,023.96 242.742025001569HARRIS TEETER LLC 249Public Notes:207.235,265.385,058.15410584 PP 2023 11/7/2025 792,316 824,778 32,46262.170.00 62.17ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,058.15 5,327.55 269.402025001569HARRIS TEETER LLC 249Public Notes:214.045,244.965,030.92410584 PP 2022 11/7/2025 788,051 821,579 33,52885.620.00 85.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,030.92 5,330.58 299.662025001569HARRIS TEETER LLC 249Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated397
Union CountyCorrection Listing ReportPage 22 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal220.365,232.395,012.03410584 PP 2021 11/7/2025 786,818 821,412 34,594110.180.00 110.18ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,012.03 5,342.57 330.542025001569HARRIS TEETER LLC 249Public Notes:280.506,549.426,268.92410584 PP 2020 11/7/2025 796,964 832,624 35,660168.300.00 168.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,268.92 6,717.72 448.802025001569HARRIS TEETER LLC 249Public Notes:122.946,322.116,199.17410586 PP 2024 11/7/2025 949,627 968,461 18,83424.590.00 24.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,199.17 6,346.70 147.532025001570HARRIS TEETER LLC 343Public Notes:109.566,141.916,032.35410586 PP 2023 11/7/2025 952,978 970,286 17,30832.870.00 32.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,032.35 6,174.78 142.432025001570HARRIS TEETER LLC 343Public Notes:108.606,320.286,211.68410586 PP 2022 11/7/2025 976,679 993,754 17,07543.440.00 43.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,211.68 6,363.72 152.042025001570HARRIS TEETER LLC 343Public Notes:95.296,221.006,125.71410586 PP 2021 11/7/2025 963,162 978,144 14,98247.650.00 47.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,125.71 6,268.65 142.942025001570HARRIS TEETER LLC 343Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated398
Union CountyCorrection Listing ReportPage 23 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal117.307,860.007,742.70410586 PP 2020 11/7/2025 988,977 1,003,959 14,98270.370.00 70.37ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,742.70 7,930.37 187.672025001570HARRIS TEETER LLC 343Public Notes:37.28884.46847.18411097 PP 2025 11/4/2025 173,852 181,502 7,6503.730.00 3.73ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL847.18 888.19 41.012025001520J & L TRUCKING OF NC LLCPublic Notes:601.806,527.915,926.11414010 PP 2025 11/6/2025 677,890 746,730 68,84060.18592.61 652.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL6,518.72 7,180.70 661.982025001535ROCKY RIVER MATERIALS INCPublic Notes:825.299,964.079,138.78414010 PP 2024 11/6/2025 838,036 913,716 75,680165.06913.89 1,078.95ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL10,052.67 11,043.02 990.352025001535ROCKY RIVER MATERIALS INCPublic Notes:882.879,429.418,546.54414010 PP 2023 11/6/2025 783,727 864,687 80,960264.86144.05 408.91ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL8,690.59 9,838.32 1,147.732025001535ROCKY RIVER MATERIALS INCPublic Notes:13.11645.07631.96414281 PP 2025 11/6/2025 72,290 73,790 1,5001.3163.21 64.52ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL695.17 709.59 14.422025001538SECREST RIGGING & MACHINERPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated399
Union CountyCorrection Listing ReportPage 24 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal48.59242.94194.35415076 PP 2024 11/5/2025 29,640 37,050 7,4109.7219.44 29.16ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL213.79 272.10 58.312025001527TELLOS COMPANY INCPublic Notes:48.12240.60192.48415076 PP 2023 11/5/2025 29,640 37,050 7,41014.4419.25 33.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL211.73 274.29 62.562025001527TELLOS COMPANY INCPublic Notes:48.12240.60192.48415076 PP 2022 11/5/2025 29,640 37,050 7,41019.2519.25 38.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL211.73 279.10 67.372025001527TELLOS COMPANY INCPublic Notes:48.14240.68192.54415076 PP 2021 11/5/2025 29,640 37,050 7,41024.0719.25 43.32ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL211.79 284.00 72.212025001527TELLOS COMPANY INCPublic Notes:57.50287.51230.01415076 PP 2020 11/5/2025 29,640 37,050 7,41034.5023.00 57.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL253.01 345.01 92.002025001527TELLOS COMPANY INCPublic Notes:271.01305.4334.42416166 PP 2025 11/6/2025 7,148 63,419 56,27127.103.44 30.54ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL37.86 335.97 298.112025001539WINCHESTER, WAYNEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated400
Union CountyCorrection Listing ReportPage 25 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal259.642,472.402,212.76577527 PP 2025 11/6/2025 342,056 382,192 40,1360.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL2,212.76 2,472.40 259.642025001558BIO-MEDICAL APPLICATIONS OPublic Notes:387.02482.6695.64577659 PP 2025 11/5/2025 14,287 72,103 57,81638.709.56 48.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL105.20 530.92 425.722025001530THE TERRA GROUP LLCPublic Notes:2,779.976,541.273,761.30584779 PP 2024 11/7/2025 310,441 539,887 229,446556.00376.13 932.13ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,137.43 7,473.40 3,335.972025001571TRAN & JAVED DDS PAPublic Notes:679.772,372.991,693.22636190 PP 2025 11/14/2025 261,743 366,825 105,08267.99169.32 237.31ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL1,862.54 2,610.30 747.762025001602FS OF THE CAROLINAS LLCPublic Notes:644.85688.9944.14657813 PP 2025 11/14/2025 9,500 148,297 138,79764.494.41 68.90ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL48.55 757.89 709.342025001611GILMORE, JUSTIN JOSEPH& STANNARD, ELIZABETH HANPublic Notes:59.9183.0423.13658727 PP 2025 11/14/2025 4,780 17,165 12,3850.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL23.13 83.04 59.912025001613WOLFE, LELAND MACKPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated401
Union CountyCorrection Listing ReportPage 26 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,301.062,301.060.00661941 PP 2025 11/7/2025 0 460,580 460,5800.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 2,301.06 2,301.062025001574GIGAPOWERPublic Notes:3,667.513,667.510.00661942 PP 2025 11/7/2025 0 734,089 734,0890.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 3,667.51 3,667.512025001573GIGAPOWERPublic Notes:3,665.523,665.520.00661943 PP 2025 11/7/2025 0 547,583 547,5830.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 3,665.52 3,665.522025001575GIGAPOWERPublic Notes:23.6723.670.00665011 PP 2025 11/14/2025 0 2,708 2,7082.370.00 2.37ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 26.04 26.042025001608HUCKS, KENNETH IRBYPublic Notes:19.4619.460.00669025 PP 2025 11/14/2025 0 2,526 2,5261.950.00 1.95ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 21.41 21.412025001612GERETY, MARTIN DAVIDPublic Notes:19.4619.460.00669042 PP 2025 11/6/2025 0 2,527 2,5271.950.00 1.95ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 21.41 21.412025001537COLON, RAMON JESUSPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated402
Union CountyCorrection Listing ReportPage 27 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal27.2727.270.00669042 PP 2024 11/6/2025 0 2,660 2,6605.450.00 5.45ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 32.72 32.722025001537COLON, RAMON JESUSPublic Notes:105.95105.950.00669062 PP 2025 11/14/2025 0 22,000 22,00010.590.00 10.59ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 116.54 116.542025001610DPG CONSTRUCTION SERVICESPublic Notes:898.11898.110.00669126 PP 2025 11/14/2025 0 193,309 193,30989.820.00 89.82ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 987.93 987.932025001607MANN, BRIAN CHRISTOPHERPublic Notes:195.17195.170.00669272 PP 2025 11/6/2025 0 22,326 22,32619.510.00 19.51ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 214.68 214.682025001559ME NAILSPublic Notes:179.59179.590.00669428 PP 2025 11/7/2025 0 27,761 27,76117.960.00 17.96ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 197.55 197.552025001568AAPC SUBS LLCPublic Notes:70.2970.290.00669546 PP 2025 11/17/2025 0 10,500 10,5007.030.00 7.03ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 77.32 77.322025001629CHINA CAFE STALLINGS INCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated403
Union CountyCorrection Listing ReportPage 28 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal90.0490.040.00669546 PP 2024 11/17/2025 0 10,500 10,50018.010.00 18.01ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 108.05 108.052025001629CHINA CAFE STALLINGS INCPublic Notes:135.15135.150.00669546 PP 2023 11/17/2025 0 16,445 16,44540.540.00 40.54ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 175.69 175.692025001629CHINA CAFE STALLINGS INCPublic Notes:159.84159.840.00669546 PP 2022 11/17/2025 0 19,450 19,45063.940.00 63.94ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 223.78 223.782025001629CHINA CAFE STALLINGS INCPublic Notes:186.78186.780.00669546 PP 2021 11/17/2025 0 22,745 22,74593.390.00 93.39ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 280.17 280.172025001629CHINA CAFE STALLINGS INCPublic Notes:266.09266.090.00669546 PP 2020 11/17/2025 0 26,590 26,590159.660.00 159.66ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 425.75 425.752025001629CHINA CAFE STALLINGS INCPublic Notes:124.43124.430.00669576 PP 2024 11/6/2025 0 14,550 14,5500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 124.43 124.432025001553Public Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated404
Union CountyCorrection Listing ReportPage 29 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal187.70187.700.00669578 PP 2024 11/6/2025 0 22,710 22,7100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00COUNTYTRANSFERTax TTL0.00 187.70 187.702025001557Public Notes:654.12654.120.00669610 PP 2025 11/14/2025 0 129,401 129,40165.410.00 65.41ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 719.53 719.532025001614BSI OPERATIONS LLCPublic Notes:929.39929.390.00669610 PP 2024 11/14/2025 0 143,691 143,691185.880.00 185.88ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 1,115.27 1,115.272025001614BSI OPERATIONS LLCPublic Notes:Tax 1,216,027.33 1,302,033.30 86,005.97Totals for Type Value Change - Discovery : ValueLL 4,280.18 17,660.97 13,380.79145,168,753 157,048,342 11,879,589Tax TTL 1,220,307.51 1,319,694.27 99,386.76 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated405
Union CountyCorrection Listing ReportPage 30 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(1,059.02)508.031,567.0501084007 RE 2025 11/13/2025 310,000 100,500 (209,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,567.05 508.03 (1,059.02)2025001587CANNON, HENRY PIERSON JR& CANNON, LINDA MILLSPublic Notes:(509.54)1,609.012,118.5501084008 RE 2025 11/13/2025 419,100 318,300 (100,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,118.55 1,609.01 (509.54)2025001586CANNON, LINDA MILLS& CANNON, HENRY PIERSON JPublic Notes:(47.34)1,431.731,479.0704120004 RE 2025 11/13/2025 309,300 299,400 (9,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,479.07 1,431.73 (47.34)2025001585MANGUM, JAMES WALTER JRPublic Notes:(115.93)4,180.294,296.2206003001K RE 2025 11/13/2025 882,000 858,200 (23,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00115.93CHANGE VALUEPER BERTax TTL4,296.22 4,180.29 (115.93)2025001588ESPINOSA, FRANCISCO& ESPINOSA, ELIZABETH APublic Notes:(111.50)4,042.954,154.4506027467 RE 2025 11/13/2025 894,200 870,200 (24,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,154.45 4,042.95 (111.50)2025001593OBERER, ANGELA BROWN& OBERER, PATRICK JOSEPHPublic Notes:(1,645.54)3,918.435,563.9706057012 RE 2025 11/17/2025 1,114,800 785,100 (329,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,563.97 3,918.43 (1,645.54)2025001617NUNEZ, DIMITRI& NUNEZ, SHERRY ANN DPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated406
Union CountyCorrection Listing ReportPage 31 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(352.36)4,109.094,461.4506060016 RE 2025 11/17/2025 893,900 823,300 (70,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,461.45 4,109.09 (352.36)2025001616WLODKOWSKI, BARBARA A TRUS& WLODKOWSKI, ROBERT J TRPublic Notes:(3,724.01)15,830.8319,554.8406066190 RE 2025 11/13/2025 3,914,100 3,168,700 (745,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL19,554.84 15,830.83 (3,724.01)2025001589NATURE'S CALLING LLCPublic Notes:(360.06)5,424.675,784.7306069323 RE 2025 11/18/2025 1,245,100 1,167,600 (77,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL5,784.73 5,424.67 (360.06)2025001634YANG, YAN FANG& DONG, LI ZHENGPublic Notes:(1,423.36)4,976.526,399.8806090005A RE 2025 11/13/2025 1,281,000 996,100 (284,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,399.88 4,976.52 (1,423.36)2025001597BEDDOW, CHRISTINE J& BEDDOW, JOHN WPublic Notes:(280.27)1,128.101,408.3706090015B RE 2025 11/13/2025 281,900 225,800 (56,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,408.37 1,128.10 (280.27)2025001594LAKE, SHAWN KEVINPublic Notes:(11,787.14)16,715.6528,502.7906165003A RE 2025 11/17/2025 3,700,700 2,170,300 (1,530,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL28,502.79 16,715.65 (11,787.14)2025001626WIDEWATERS PRESCOT OWNERSHPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated407
Union CountyCorrection Listing ReportPage 32 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(4,863.04)3,373.488,236.5206165003R RE 2025 11/17/2025 1,069,400 438,000 (631,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL8,236.52 3,373.48 (4,863.04)2025001625WIDEWATERS PRESCOT OWNERSHPublic Notes:(9,206.97)1,166.8510,373.8206165713 RE 2025 11/17/2025 1,346,900 151,500 (1,195,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL10,373.82 1,166.85 (9,206.97)2025001624WIDEWATERS PRESCOT OWNERSHPublic Notes:(1,562.70)431.311,994.0106189070 RE 2025 11/13/2025 382,800 82,800 (300,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,994.01 431.31 (1,562.70)2025001596CONN, JOHN JOSEPHPublic Notes:(395.89)6,295.616,691.5006192608 RE 2025 11/13/2025 868,800 817,400 (51,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL6,691.50 6,295.61 (395.89)2025001583NIADZELKA, ALENA& KHUDZIAKOU, ALIAKSEIPublic Notes:(612.34)2,623.603,235.9406198100 RE 2025 11/12/2025 696,500 564,700 (131,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL3,235.94 2,623.60 (612.34)2025001581ISMATULLAYEVA, SHAKHZODA& MIRALIMOV, DILSHODPublic Notes:(741.50)247.17988.6706231001A RE 2025 11/13/2025 212,800 53,200 (159,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL988.67 247.17 (741.50)2025001592CH NESBIT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated408
Union CountyCorrection Listing ReportPage 33 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(670.88)247.17918.0506231001B RE 2025 11/13/2025 197,600 53,200 (144,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL918.05 247.17 (670.88)2025001591CH NESBIT LLCPublic Notes:(247.30)2,612.912,860.2107138027 RE 2025 11/6/2025 572,500 523,000 (49,500)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL2,860.21 2,612.91 (247.30)2025001536FISHEL, ROBERT APublic Notes:(398.25)1,345.121,743.3707150001S RE 2025 11/17/2025 362,900 280,000 (82,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL1,743.37 1,345.12 (398.25)2025001619GURLOV, YELENAPublic Notes:(255.63)2,848.463,104.0908234008B RE 2025 11/13/2025 610,800 560,500 (50,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL3,104.09 2,848.46 (255.63)2025001590DERMID, EDDIE F& DERMID, CINDY HPublic Notes:(215.75)432.84648.5908321003B RE 2025 11/17/2025 97,400 65,000 (32,400)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL648.59 432.84 (215.75)2025001618GUNN, KYRA A& GUNN, KENT TPublic Notes:(324.23)3,760.684,084.9109072122 RE 2025 11/13/2025 803,800 740,000 (63,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL4,084.91 3,760.68 (324.23)2025001595CASCANTE, KEVIN& CASCANTE, ADRIANNAPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated409
Union CountyCorrection Listing ReportPage 34 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(736.89)4,753.195,490.0809078058 RE 2025 11/13/2025 1,080,300 935,300 (145,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,490.08 4,753.19 (736.89)2025001584RINEHART, AMY S& RINEHART, CHRISTOPHERPublic Notes:(255.73)2,075.212,330.9409351017S RE 2025 11/21/2025 484,000 430,900 (53,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00255.73CHANGE VALUEDUE TO AN APPEALTax TTL2,330.94 2,075.21 (255.73)2025001635SIMPSON, BESSIE AYSCUE& SIMPSON, STEPHEN MICHAEPublic Notes:(16,580.95)99,658.80116,239.7509369002I RE 2025 11/17/2025 13,296,700 11,400,000 (1,896,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL116,239.75 99,658.80 (16,580.95)2025001620MONROE AIRPORT INDUSTRIALPublic Notes:(11.77)0.0011.77310818 PP 2025 11/3/2025 2,326 0 (2,326)(1.18)1.18 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL12.95 0.00 (12.95)2025001516BISHOP, JOHN LARRY HEIRSPublic Notes:(12.77)0.0012.77310818 PP 2024 11/3/2025 1,896 0 (1,896)(1.28)1.28 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL14.05 0.00 (14.05)2025001516BISHOP, JOHN LARRY HEIRSPublic Notes:(21.72)0.0021.72311916 PP 2025 11/17/2025 4,169 0 (4,169)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL21.72 0.00 (21.72)2025001630BOJARSKI, THOMAS JPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated410
Union CountyCorrection Listing ReportPage 35 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(58.09)7,055.057,113.14407459 PP 2025 11/5/2025 813,674 807,029 (6,645)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL7,113.14 7,055.05 (58.09)2025001524BANC OF AMERICA LEASING &Public Notes:(123.36)101.22224.58409367 PP 2025 11/7/2025 47,092 21,225 (25,867)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL224.58 101.22 (123.36)2025001576DOUG MCLAIN TRUCKING INCPublic Notes:(107.03)1,415.981,523.01412111 PP 2025 11/17/2025 197,742 183,846 (13,896)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1,523.01 1,415.98 (107.03)2025001628MARLIN LEASING CORPORATIONPublic Notes:0.002,604.672,604.67413226 PP 2025 11/5/2025 297,949 297,949 0(260.47)260.47 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL2,865.14 2,604.67 (260.47)2025001525PEPPER DINING INCPublic Notes:(13.95)76.5190.46577773 PP 2025 11/26/2025 17,801 15,055 (2,746)0.000.00 0.00ValueLLTaxINT0.000.00 0.0013.40CHANGE VALUEDUE TO AN APPEALTax TTL90.46 76.51 (13.95)2025001637PHILEMON, GARY ROGERPublic Notes:(393.39)5,026.655,420.04584472 PP 2025 11/12/2025 620,000 575,000 (45,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEDUE TO AN APPEALTax TTL5,420.04 5,026.65 (393.39)2025001578AEROKAGAN LLCPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated411
Union CountyCorrection Listing ReportPage 36 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(8.36)4.3412.70587804 PP 2025 11/6/2025 1,453 497 (956)(0.84)1.27 0.43ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL13.97 4.77 (9.20)2025001532BOLEN, GARY DENZIL JRPublic Notes:(9.15)1.4410.59605295 PP 2025 11/6/2025 2,205 300 (1,905)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL10.59 1.44 (9.15)2025001533HARABEDIAN, LISA MICHELLEPublic Notes:0.00338.64338.64639634 PP 2025 11/5/2025 38,737 38,737 0(33.86)33.86 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL372.50 338.64 (33.86)2025001531GE PRECISION HEALTHCARE LLPublic Notes:(16.06)11.1627.22654755 PP 2023 11/17/2025 4,321 1,771 (2,550)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL27.22 11.16 (16.06)2025001633Public Notes:(41.64)0.0041.64663818 PP 2024 11/6/2025 6,350 0 (6,350)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL41.64 0.00 (41.64)2025001542COURTNEY, BETTY RUSHINGPublic Notes:(325.11)0.00325.11667733 PP 2024 11/6/2025 29,813 0 (29,813)0.000.00 0.00ValueLLTaxINT0.000.00 0.00175.30TAXPAYER MOVEDTax TTL325.11 0.00 (325.11)2025001548PHIFER, LINDA LEEPublic Notes:JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated412
Union CountyCorrection Listing ReportPage 37 of 372025/12/01 11:22:28 AMDate Posted between 11/1/2025 and 11/30/2025Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(907.62)4,059.994,967.61D8312001E RE 2025 11/17/2025 746,000 609,700 (136,300)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL4,967.61 4,059.99 (907.62)2025001621TOURNAMENT DRIVE INVESTORSPublic Notes:(8,018.10)35,825.4243,843.52K8312001E80 RE 2025 11/17/2025 6,584,100 5,380,000 (1,204,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL43,843.52 35,825.42 (8,018.10)2025001623TOURNAMENT DRIVE INVESTORSPublic Notes:(10.49)49.1259.61K8312001E90 RE 2025 11/17/2025 12,500 10,300 (2,200)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE VALUEPER BERTax TTL59.61 49.12 (10.49)2025001622TOURNAMENT DRIVE INVESTORSPublic Notes:Tax 320,880.62 252,317.89 (68,562.73)Totals for Type Value Change - Release : ValueLL 298.06 0.43 (297.63)46,757,428 36,820,409 (9,937,019)Tax TTL 321,178.68 252,318.32 (68,860.36) 560.36INT 0.00 0.00 0.00Grand Totals :YearRefund Amount560.36Tax 1,568,423.94 1,616,703.28 48,279.34Value 204,636,171197,414,67213,083.16LL 4,578.24 17,661.407,221,499Tax TTL 1,573,002.18 1,637,570.44 64,568.26560.36INT 0.00 3,205.76 3,205.76JMCMANUSCopyright (C) 1997-2025 DEVNET Incorporated413
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-040 Agenda Date:1/12/2026
TITLE:..title
Contract - Insurance Broker Services
INFORMATION CONTACT:
Jeff Morgan, Security Risk Management, Director, 407-592-7051
ACTION REQUESTED:
Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent
with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement,
and 3) terminate the Agreement if deemed in the best interest of the County, each in the County
Manager's discretion.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The Procurement Department partnered with the Security Risk Management Department to issue
Request for Proposals #2026-019 Insurance Broker Service. On September 30, 2025, two proposals
were received and reviewed by an evaluation team in accordance with applicable evaluation criteria
for this project. As a result, the team requests approval to enter into a contract with the top
scoring/ranked preferred offeror, USI Insurance Services, LLC, to provide insurance brokerage
services. This contract has an initial term of two years with three, one-year renewal options at the
sole discretion of the County and is subject to annual budget appropriation.
FINANCIAL IMPACT:
The anticipated annual cost for this service is $62,500 in years one and two. Costs for years three
through five are $67,500, $70,000 and $72,500, respectively. Since this contract contains a two-year
initial term and three one-year renewal options, a total of $335,000 is estimated to be spent. Funding
is available in the adopted FY2026 budget with future expenditures subject to annual BOCC budget
appropriation.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™414
1
STATE OF NORTH CAROLINA
AGREEMENT
COUNTY OF UNION
THIS AGREEMENT is made and entered into __________________________, by and
between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is
500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and USI INSURANCE
SERVICES, LLC, a North Carolina limited liability company, whose address is 8540 Colonnade
Center Drive, Suite 111, Raleigh, NC 27615, hereinafter “Contractor.”
W I T N E S S E T H
WHEREAS, Union desires that Contractor perform certain insurance brokerage services; and
WHEREAS, Contractor is willing to perform such services as described in this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
set forth, the parties hereto do each contract and agree with the other as follows:
1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in
(i) Union’s Request for Proposal No. 2026-019, “Insurance Broker Service,” including Addendum
No. 1 thereto dated September 12, 2025 (the “RFP”), and (ii) Contractor’s proposal (the “Proposal”),
which are each attached and incorporated herein by reference. This document (pages 1-6), the RFP,
and the Proposal are collectively referred to herein as the “Agreement.” In the event of any conflict
among these documents, the RFP shall govern over the Proposal, and this document (pages 1-6) shall
govern over the RFP and the Proposal.
2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor in accordance with
the rates set forth in the attached “Appendix A – Pricing Form,” which is incorporated herein by
reference. Contractor shall invoice Union on an annual basis for Services performed, or upon such
other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of
receipt of an accurate invoice by Union’s Finance Department. All payments shall be conditioned
upon appropriation by the Union County Board of Commissioners of sufficient funds for each
request for services.
3. TERM AND TERMINATION. The Effective Date is January 1, 2026. This
Agreement shall have a term of two (2) years (the “Initial Term”). Upon completion of the Initial
Term, Union may, in its sole discretion, elect to renew this Agreement for up to three (3) additional
one (1)-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may
terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice
to Contractor. In the event of termination without cause, Contractor shall be paid for services
performed to the date of notification of termination by Union.
4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract
documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this
Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that
Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the
415
2
“Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public
record as defined in such Act, and as such, will be open to public disclosure and copying.
5. INSURANCE. The attached Exhibit A, Insurance Requirements, is incorporated
herein by reference.
6. INDEMNIFICATION. Contractor agrees to protect, defend, indemnify and hold
Union, its officers, employees and agents free and harmless from and against any and all losses,
penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of
every kind and character arising out of or relating to any and all claims, liens, demands, obligations,
actions, proceedings, or causes of action of every kind in connection with or arising out of this
Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of
Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate,
handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all
other costs and expenses related thereto.
7. DECLARATION BY CONTRACTOR. Contractor declares that Contractor has
complied with all federal, state and local laws regarding the location and operation of Contractor’s
business and regarding business permits, certificates, and licenses that may be required to carry out
the work to be performed under this Agreement.
8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local
income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or
the employees of Contractor. Contractor shall not be treated as an employee with respect to the
services performed hereunder for federal or state tax purposes.
9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND
LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law,
Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that
Contractor may be liable for self-employment (social security) tax, to be paid by Contractor
according to law.
10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own
independently established business, Contractor is not eligible for, and shall not participate in, any
employee pension, health or other fringe benefit plan of Union.
11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’
compensation insurance shall be obtained by Union concerning Contractor or the employees of
Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and
the employees of Contractor.
12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into
contracts or agreements on behalf of Union. This Agreement does not create a partnership or any
form of agency between the parties.
13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any
rights under or interest in this Agreement (including, but without limitation, monies that may become
due or monies that are due) without the written consent of the other, except to the extent that any
assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted
416
3
by law. Unless specifically stated to the contrary in any written consent to assignment, no
assignment shall release or discharge the assignor from any duty or responsibility under this
Agreement.
14. NON-WAIVER. The failure of either party to exercise any of its rights under this
agreement for a breach thereof shall not be deemed to be a waiver of such rights or a waiver of any
subsequent breach.
15. HOW NOTICES SHALL BE GIVEN. Any notice given in connection with this
agreement shall be given in writing and shall be delivered either by hand to the party or by certified
mail, return receipt requested, to the party at the party’s address stated herein. Any party may change
its address stated herein by giving notice of the change in accordance with this paragraph.
16. APPLICABLE LAW AND JURISDICTION. This Agreement shall be construed and
enforced in accordance with the laws of the State of North Carolina. The parties to this Agreement
confer exclusive jurisdiction of all disputes arising hereunder upon the General Courts of Justice of
Union County, North Carolina.
17. COMPLETE AGREEMENT. This Agreement contains the complete agreement of
the parties regarding the terms and conditions of the Agreement, and there are no oral or written
conditions, terms, warranties, understandings or other agreements pertaining thereto which have not
been incorporated herein. This Agreement may be modified only by written instrument duly
executed by both parties, or their respective successors in interest.
18. SEVERABILITY. The provisions hereof are severable, and should any provision be
determined to be invalid, unlawful or otherwise null and void by any court of competent jurisdiction,
the other provisions shall remain in full force and effect and shall not thereby be affected unless such
ruling shall make further performance hereunder impossible or impose an unconscionable burden
upon one of the parties.
19. AUTHORITY. Each party warrants that it has the corporate or other organizational
power and authority to execute, deliver and perform this Agreement. Each party further warrants that
the execution, delivery and performance by it of the Agreement has been duly authorized and
approved by all requisite action of the party’s management and appropriate governing body.
20. E-VERIFY. E-Verify is the federal program operated by the United States
Department of Homeland Security and other federal agencies, or any successor or equivalent
program, used to verify the work authorization of newly hired employees pursuant to federal
law. Contractor shall ensure that Contractor and any subcontractor performing work under this
Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies
with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of
this provision by Contractor will be considered a breach of this Agreement, which entitles Union to
terminate this Agreement, without penalty, upon notice to Contractor.
[Signatures follow on the next page.]
417
4
IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective
governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly
executed, this the day and year first above written.
UNION COUNTY
By: (SEAL)
Brian W. Matthews, County Manager
USI INSURANCE SERVICES, LLC
By: (SEAL)
Approved as to Legal Form: RLM
This instrument has been preaudited in the manner
required by The Local Government Budget and Fiscal
Control Act.
Deputy Finance Officer
418
5
Exhibit A
Insurance Requirements
I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor
shall procure and maintain the following minimum insurances with insurers authorized to do
business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by
the Union County Risk Manager.
A. WORKERS’ COMPENSATION
Statutory (coverage for three or more employees) limits covering all employees,
including Employer’s Liability with limits of:
$500,000 Each Accident
$500,000 Disease - Each Employee
$500,000 Disease - Policy Limit
B. PROFESSIONAL LIABILITY
$1,000,000 Claims Made
Contractor shall provide evidence of continuation or renewal of Professional
Liability Insurance for a period of two (2) years following termination of the
Agreement.
II. ADDITIONAL INSURANCE REQUIREMENTS.
A. The Contractor’s General Liability policy shall be endorsed, specifically or
generally, to include the following as Additional Insured:
UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE
INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE
GENERAL LIABILITY INSURANCE POLICY.
B. Before commencement of any work or event, Contractor shall provide a
Certificate of Insurance in satisfactory form as evidence of the insurances
required above.
C. Contractor shall have no right of recovery or subrogation against Union County
(including its officers, agents and employees).
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.
419
6
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: County Management
Contract #: 10059
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.
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-020 Agenda Date:1/12/2026
TITLE:..title
Minutes for Approval
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Approve minutes
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Draft minutes have been provided for the Commissioners for review and approval.
FINANCIAL IMPACT:
None
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™484
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:25-753 Agenda Date:1/12/2026
TITLE:..title
Wastewater Treatment Capacity - Monthly Update
INFORMATION CONTACT:
John Shutak, Union County Water, Engineering Director, 704-283-3651
ACTION REQUESTED:
None - Information Only
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Union County Water is closely monitoring the wastewater treatment capacities at our Water
Reclamation Facilities. Permitting Capacity is evaluated using the Actual Plant Flows plus the
Permitted/Obligated Flows (unconnected). Union County Water was asked to provide regular
updates. Plant flow information through November 2025 is summarized in the attached table.
Twelve Mile Creek
·Percent of Actual Flows = 70.1%
·Percent of Actual + Permitted Flows = 89.1%
·Actual Flows (MGD)= 5.254
·Actual + Permitted Obligated Flows (MGD)= 6.686
Crooked Creek
·Percent of Actual Flows = 61.3%
·Percent of Actual + Permitted Flows = 87.9%
·Actual Flows (MGD)= 1.164
·Actual + Permitted Obligated Flows (MGD)= 1.671
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%
Union County, NC Printed on 12/30/2025Page 1 of 2
powered by Legistar™485
File #:25-753 Agenda Date:1/12/2026
·Percent of Actual + Permitted Flows = 44.0%
·Actual Flows (MGD)= 0.022
·Actual + Permitted Obligated Flows (MGD)= 0.022
Grassy Branch
·Percent of Actual Flows = 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
November 2025 are summarized in the attached tables.
FINANCIAL IMPACT:
None
Union County, NC Printed on 12/30/2025Page 2 of 2
powered by Legistar™486
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 5.254 70.1% 6.686 89.1% 0.6 Crooked Creek 1.9 1.164 61.3% 1.671 87.9% 0.5 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 1.8 Tallwood 0.05 0.022 44.0% 0.022 44.0% 1.3 Grassy Branch 0.05 0.042 84.0% 0.043 86.0% 0.6
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 4 0.151 Engineering Plan Review 16 0.761 Sketch Plan Review 16 0.465
Totals 36 1.377
Crooked Creek WRF
Backlog Type Number of Projects Requested Flow (MGD)
Approved – Permit Submittal Pending 3 0.073 Engineering Plan Review 5 0.197 Sketch Plan Review 7 0.146
Totals 15 0.416
487
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-002 Agenda Date:1/12/2026
TITLE:..title
November 2025 Union County Public Schools - Monthly Report
INFORMATION CONTACT:
Beverly Liles, Finance, Director 704-283-3675
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This is the monthly report from UCPS as required by the Budget Ordinance.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™488
Union County Public Schools
YTD Budget Report
November 30, 2025
Values
FUND FUND DESC ACCT TYPE 2 Digit Purp Purpose Description Current Budget YTD Rev/Exp Encumb & Req Rem Budget
10 State Expense 51 Regular Instructions Services $189,321,509.58 $72,495,707.56 $223,113.50 $116,602,688.52
52 Special Populations Services $44,729,686.98 $17,285,448.91 $1,831,384.12 $25,612,853.95
53 Alternative Programs and Services $3,545,678.25 $1,361,828.38 $0.00 $2,183,849.87
54 School Leadership Services $11,436,922.44 $5,222,476.23 $0.00 $6,214,446.21
55 Co-Curricular Services $6,987.53 $0.00 $0.00 $6,987.53
58 School-Based Support Services $9,279,421.03 $7,383,676.93 $24,024.08 $1,871,720.02
61 Support and Development Services $350,816.98 $104,879.94 $0.00 $245,937.04
62 Special Population Support and Development Services $346,291.08 $69,483.74 $0.00 $276,807.34
63 Alternative Programs and Services Support and Development Services $4,522.22 $0.00 $0.00 $4,522.22
64 Technology Support Services $2,019,657.73 $293,581.65 $43,270.52 $1,682,805.56
65 Operational Support Services $35,586,112.99 $13,270,514.06 $367,058.75 $21,948,540.18
66 Financial and Human Resource Services $338,362.30 $70,901.12 $0.00 $267,461.18
67 Accountability Services $1,118.63 $0.00 $0.00 $1,118.63
68 System-Wide Pupil Support Services $14,073.29 $0.00 $0.00 $14,073.29
69 Policy, Leadership and Public Relations Services $641,449.09 $249,760.03 $0.00 $391,689.06
72 Nutrition Services $1,586.00 $77,571.83 $0.00 -$75,985.83
81 Payments to Other Governmental Units $0.00 -$8,845.29 $0.00 $8,845.29
Expense Total $297,624,196.12 $117,876,985.09 $2,488,850.97 $177,258,360.06
Revenue 33 Other State Allocations for Current Operations -$297,624,196.12 -$117,716,512.51 $0.00 -$179,907,683.61
Revenue Total -$297,624,196.12 -$117,716,512.51 $0.00 -$179,907,683.61
State Total $0.00 $160,472.58 $2,488,850.97 -$2,649,323.55
10 Total $0.00 $160,472.58 $2,488,850.97 -$2,649,323.55
20 Local Expense 51 Regular Instructions Services $33,991,002.71 $16,738,891.71 $5,250,789.33 $12,001,321.67
52 Special Populations Services $6,100,949.00 $2,289,200.69 $443,213.71 $3,368,534.60
53 Alternative Programs and Services $5,413,543.00 $1,301,825.50 $749.64 $4,110,967.86
54 School Leadership Services $13,905,937.04 $6,114,215.79 $41,395.00 $7,750,326.25
55 Co-Curricular Services $2,468,938.00 $1,097,656.14 $36,279.63 $1,335,002.23
58 School-Based Support Services $10,571,700.12 $4,209,657.09 $274,792.50 $6,087,250.53
61 Support and Development Services $3,177,252.75 $1,267,363.90 $4,051.19 $1,905,837.66
62 Special Population Support and Development Services $408,978.00 $258,196.47 $0.00 $150,781.53
63 Alternative Programs and Services Support and Development Services $176,490.00 $66,341.69 $0.00 $110,148.31
64 Technology Support Services $4,400,087.88 $1,912,219.62 $13,473.12 $2,474,395.14
65 Operational Support Services $30,112,456.50 $11,663,008.64 $1,754,095.08 $16,695,352.78
66 Financial and Human Resource Services $9,360,881.00 $5,173,912.68 $486,532.51 $3,700,435.81
67 Accountability Services $636,630.00 $236,819.85 $73,083.61 $326,726.54
68 System-Wide Pupil Support Services $584,660.00 $309,384.59 $2,640.85 $272,634.56
69 Policy, Leadership and Public Relations Services $3,804,770.00 $1,621,301.45 $142,017.95 $2,041,450.60
71 Community Services $135,000.00 $178.93 $0.00 $134,821.07
72 Nutrition Services $442,377.00 $218,389.72 $0.00 $223,987.28
489
Union County Public Schools
YTD Budget Report
November 30, 2025
FUND FUND DESC ACCT TYPE 2 Digit Purp Purpose Description Current Budget YTD Rev/Exp Encumb & Req Rem Budget
20 Local Expense 81 Payments to Other Governmental Units $14,517,960.00 $3,456,242.32 $0.00 $11,061,717.68
Expense Total $140,209,613.00 $57,934,806.78 $8,523,114.12 $73,751,692.10
Revenue 44 Local Sources - Unrestricted -$140,209,613.00 -$58,389,950.17 $0.00 -$81,819,662.83
Revenue Total -$140,209,613.00 -$58,389,950.17 $0.00 -$81,819,662.83
Local Total $0.00 -$455,143.39 $8,523,114.12 -$8,067,970.73
20 Total $0.00 -$455,143.39 $8,523,114.12 -$8,067,970.73
30 Federal Expense 51 Regular Instructions Services $2,928,573.51 $319,457.81 $0.00 $2,609,115.70
52 Special Populations Services $20,311,794.50 $2,393,734.60 $8,860.25 $17,909,199.65
53 Alternative Programs and Services $13,573,558.28 $1,716,961.58 $143,751.97 $11,712,844.73
54 School Leadership Services $449,941.08 $36,683.17 $0.00 $413,257.91
58 School-Based Support Services $2,661,489.60 $295,490.21 $182,391.49 $2,183,607.90
61 Support and Development Services $0.00 $0.00 $0.00 $0.00
62 Special Population Support and Development Services $479,210.64 $87,684.59 $0.00 $391,526.05
63 Alternative Programs and Services Support and Development Services $247,675.27 $23,804.58 $0.00 $223,870.69
65 Operational Support Services $336,685.44 $1,958.91 $0.00 $334,726.53
72 Nutrition Services $61,651.44 $0.00 $0.00 $61,651.44
81 Payments to Other Governmental Units $1,741,892.67 -$17,993.90 $70,936.90 $1,688,949.67
82 Unbudgeted Funds $2,966,129.29 $0.00 $0.00 $2,966,129.29
Expense Total $45,758,601.72 $4,857,781.55 $405,940.61 $40,494,879.56
Revenue 33 Other State Allocations for Current Operations -$45,758,601.72 -$4,640,916.95 $0.00 -$41,117,684.77
Revenue Total -$45,758,601.72 -$4,640,916.95 $0.00 -$41,117,684.77
Federal Total $0.00 $216,864.60 $405,940.61 -$622,805.21
30 Total $0.00 $216,864.60 $405,940.61 -$622,805.21
40 Capital Expense 51 Regular Instructions Services $20,695,051.78 $1,626,111.48 $2,601,696.76 $16,467,243.54
52 Special Populations Services $50,000.00 $3,585.86 -$3,585.86 $50,000.00
55 Co-Curricular Services $1,946,428.35 $108,215.68 $1.95 $1,838,210.72
64 Technology Support Services $1,000,000.00 $98,524.64 $256,375.10 $645,100.26
65 Operational Support Services $10,135,422.76 $676,941.20 $606,352.35 $8,852,129.21
69 Policy, Leadership and Public Relations Services $35,000.00 $4,349.04 $0.00 $30,650.96
72 Nutrition Services $250,000.00 $0.00 $0.00 $250,000.00
90 Capital Outlay $266,539,540.86 $19,050,188.66 -$124,967.17 $247,614,319.37
Expense Total $300,651,443.75 $21,567,916.56 $3,335,873.13 $275,747,654.06
Revenue 33 Other State Allocations for Current Operations -$6,537,563.00 -$11,043.62 $0.00 -$6,526,519.38
44 Local Sources - Unrestricted -$294,113,880.75 -$21,162,626.61 $0.00 -$272,951,254.14
Revenue Total -$300,651,443.75 -$21,173,670.23 $0.00 -$279,477,773.52
Capital Total $0.00 $394,246.33 $3,335,873.13 -$3,730,119.46
40 Total $0.00 $394,246.33 $3,335,873.13 -$3,730,119.46
50 School Nutrition Expense 72 Nutrition Services $22,583,377.00 $7,118,760.17 $0.00 $15,464,616.83
81 Payments to Other Governmental Units $1,027,946.00 $0.00 $0.00 $1,027,946.00
Expense Total $23,611,323.00 $7,118,760.17 $0.00 $16,492,562.83
490
Union County Public Schools
YTD Budget Report
November 30, 2025
FUND FUND DESC ACCT TYPE 2 Digit Purp Purpose Description Current Budget YTD Rev/Exp Encumb & Req Rem Budget
50 School Nutrition Revenue 33 Other State Allocations for Current Operations -$14,145,547.00 -$22,592.96 $0.00 -$14,122,954.04
44 Local Sources - Unrestricted -$9,465,776.00 -$32,931.56 $0.00 -$9,432,844.44
Revenue Total -$23,611,323.00 -$55,524.52 $0.00 -$23,555,798.48
School Nutrition Total $0.00 $7,063,235.65 $0.00 -$7,063,235.65
50 Total $0.00 $7,063,235.65 $0.00 -$7,063,235.65
57 After School Expense 71 Community Services $3,550,225.00 $917,735.08 $109,908.66 $2,522,581.26
81 Payments to Other Governmental Units $150,000.00 $0.00 $0.00 $150,000.00
Expense Total $3,700,225.00 $917,735.08 $109,908.66 $2,672,581.26
Revenue 33 Other State Allocations for Current Operations -$3,000.00 $0.00 $0.00 -$3,000.00
44 Local Sources - Unrestricted -$3,697,225.00 -$640,466.73 $0.00 -$3,056,758.27
Revenue Total -$3,700,225.00 -$640,466.73 $0.00 -$3,059,758.27
After School Total $0.00 $277,268.35 $109,908.66 -$387,177.01
57 Total $0.00 $277,268.35 $109,908.66 -$387,177.01
80 Other Special Expense 51 Regular Instructions Services $7,686,797.78 $713,279.98 $16,626.47 $6,956,891.33
52 Special Populations Services $10,480,445.06 $1,314,534.80 $359,755.24 $8,806,155.02
53 Alternative Programs and Services $1,783,462.78 $453,674.55 $109.79 $1,329,678.44
55 Co-Curricular Services $98,540.39 $15,452.54 $447.94 $82,639.91
58 School-Based Support Services $1,846,610.23 $331,050.56 $62,605.83 $1,452,953.84
61 Support and Development Services $16,316.12 $686.53 $0.00 $15,629.59
62 Special Population Support and Development Services $10,000.00 $1,575.80 $0.00 $8,424.20
64 Technology Support Services $615,000.00 $14,732.34 $2,168.60 $598,099.06
65 Operational Support Services $1,560,774.21 $43,919.02 $8,415.31 $1,508,439.88
66 Financial and Human Resource Services $115,150.00 $0.00 $0.00 $115,150.00
67 Accountability Services $47,884.81 $0.00 $0.00 $47,884.81
69 Policy, Leadership and Public Relations Services $500.00 $0.00 $250.00 $250.00
71 Community Services $400,316.98 $45,351.61 $0.00 $354,965.37
72 Nutrition Services $10,000.00 $386.35 $0.00 $9,613.65
81 Payments to Other Governmental Units $31,103.02 $0.00 $0.00 $31,103.02
86 Educational Foundations $71,350.00 $0.00 $0.00 $71,350.00
87 Scholarships $202,693.30 $0.00 $0.00 $202,693.30
84 Unbudgeted Funds $14,571.29 $0.00 $0.00 $14,571.29
Expense Total $24,991,515.97 $2,934,644.08 $450,379.18 $21,606,492.71
Revenue 33 Other State Allocations for Current Operations -$6,716,128.63 -$378,373.14 $0.00 -$6,337,755.49
44 Local Sources - Unrestricted -$18,275,387.34 -$1,507,773.77 $0.00 -$16,767,613.57
Revenue Total -$24,991,515.97 -$1,886,146.91 $0.00 -$23,105,369.06
Other Special Total $0.00 $1,048,497.17 $450,379.18 -$1,498,876.35
80 Total $0.00 $1,048,497.17 $450,379.18 -$1,498,876.35
Grand Total $0.00 $8,705,441.29 $15,314,066.67 -$24,019,507.96
491
Capital Projects
November 2025
Description Project Type Revised Budget Actuals Encumbrances Act/Enc/Req AvailableBudget
BOND UNALLOCATED SALES TAX BOND $14,247.00 $0.00 $0.00 $0.00 $14,247.00
EAST ELEMENTARY - NEW SCHOOL BOND $44,092,589.00 $43,440,049.13 $246,007.69 $43,686,056.82 $406,532.18
EAST UNION MIDDLE PHASE II BOND $28,430,000.00 $0.00 $0.00 $0.00 $28,430,000.00
FOREST HILLS HIGH - NEW SCHOOL BOND $104,939,411.00 $91,440,497.10 $2,205,247.69 $93,645,744.79 $11,293,666.21
PWHS BOND PROJECT - NEW SCH BOND $10,995,000.00 $34,000.00 $47,770.75 $81,770.75 $10,913,229.25
SUN VALLEY HIGH SCHOOL BOND BOND $8,431,976.47 $8,431,976.47 $0.00 $8,431,976.47 $0.00
TRANSPORTATION CTR BOND BOND $1,831,049.34 $1,831,049.34 $0.00 $1,831,049.34 $0.00
WESTERN UNION ELEM BOND BOND $105,500.50 $105,500.50 $0.00 $105,500.50 $0.00
FY23 BAND UNIFORMS & EQUIP CIP $50,000.00 $49,623.97 $0.00 $49,623.97 $376.03
FY23 BUILDING SYSTEMS CIP $8,639,286.00 $8,189,403.13 $269,234.88 $8,458,638.01 $180,647.99
FY23 EXPANSIONS & RENOV CIP $5,833,103.00 $5,350,924.70 $322,710.50 $5,703,345.44 $159,467.80
FY23 FURNITURE & EQUIPMENT CIP $275,000.00 $275,000.00 $0.00 $275,000.00 $0.00
FY23 PAINTING CIP $714,000.00 $704,600.00 $0.00 $704,600.00 $9,400.00
FY23 ROOFING CIP $1,870,000.00 $1,614,186.70 $22,184.04 $1,636,370.74 $233,629.26
FY23 VEHICLES & EQUIPMENT CIP $461,031.00 $461,031.00 $0.00 $461,031.00 $0.00
FY24 ADA PROJECTS CIP $144,900.10 $143,985.98 $0.00 $143,985.98 $914.12
FY24 BAND UNIFORMS & EQUIP CIP $50,000.00 $49,816.20 $0.00 $49,816.20 $183.80
FY24 BUILDING SYSTEMS CIP $8,598,550.00 $4,855,444.14 $695,228.32 $5,550,672.46 $3,047,877.54
EAST UNION MIDDLE DESIGN CIP $2,721,015.00 $1,314,974.59 $540,569.23 $1,855,543.82 $865,471.18
FY24 EXPANSION & RENOVATIONS CIP $4,719,548.00 $2,912,907.48 $268,459.02 $3,212,324.00 $1,538,181.50
FY24 FURNITURE & EQUIPMENT CIP $120,750.00 $66,388.46 $0.00 $66,388.46 $54,361.54
MARVIN RIDGE HIGH HVAC CONTROLS CIP $1,129,013.00 $195,450.72 $182,608.70 $378,059.42 $750,953.58
FY24 PAINTING CIP $1,298,325.00 $1,071,812.95 $10,541.56 $1,082,354.51 $215,970.49
FY24 ROOFING CIP $2,307,946.00 $1,247,923.45 $369,069.81 $1,616,993.26 $690,952.74
FY24 SAFETY & SECURITY CIP $505,943.00 $382,011.46 $22,317.38 $404,328.84 $101,614.16
FY24 TRANSPORTATION VEH & EQUIP CIP $421,000.00 $421,000.00 $0.00 $421,000.00 $0.00
FY24 VEHICLES & EQUIPMENT CIP $970,043.00 $956,694.37 $2,983.15 $959,677.52 $10,365.48
FY25 BAND UNIFORMS & EQUIP CIP $50,000.00 $49,998.03 $0.00 $49,998.03 $1.97
FY25 BUILDING SYSTEMS CIP $3,332,600.00 $1,469,038.72 $342,373.88 $1,750,562.60 $1,521,187.40
FY25 EXPANSION & RENOVATIONS CIP $4,469,410.00 $2,744,190.35 $191,209.53 $2,935,399.88 $1,534,010.12
FY25 FURNITURE & EQUIPMENT CIP $2,500,000.00 $659,540.61 $481,643.23 $1,141,183.84 $1,358,816.16
MARVIN RIDGE HIGH CHILLERS CIP $2,640,000.00 $1,824,177.45 $136,389.82 $1,960,567.27 $679,432.73
FY25 SAFETY & SECURITY CIP $468,600.00 $374,311.86 $9,876.25 $384,188.11 $84,411.89
FY25 VEHICLES & EQUIPMENT CIP $3,020,425.00 $2,836,950.69 $177,060.36 $3,014,011.05 $6,413.95
FY26 VEHICLES & EQUIPMENT CIP $0.00 $5,344.52 $0.00 $5,344.52 ($5,344.52)
LAPTOP LEASES CIP $13,163,359.75 $12,854,718.83 $0.00 $12,854,718.83 $308,640.92
FY26 LAPTOPS CIP $4,490,753.00 $1,626,111.48 $2,483,636.09 $4,109,747.57 $381,005.43
FY26 BAND CIP $50,000.00 $0.00 $49,999.98 $49,999.98 $0.02
FY26 SCH NUTRITION CIP $250,000.00 $0.00 $0.00 $0.00 $250,000.00
FY26 SPEC PROJ/ALT FUNDING CIP $607,000.00 $0.00 $0.00 $0.00 $607,000.00
FY26 BUILDING SYSTEMS CIP $8,097,375.00 $0.00 $43,725.00 $43,725.00 $8,053,650.00
FY26 EXPANSIONS & RENOV CIP $1,577,000.00 $0.00 $0.00 $0.00 $1,400,000.00
FY26 CAPITAL VEH.EQU CIP $783,000.00 $44,296.86 $589,861.27 $634,158.13 $148,841.87
FY26 TRANS VEH.EQ CIP $560,000.00 $554,148.73 $0.00 $554,148.73 $5,851.27
FY26 PAINTING CIP $1,298,838.00 $0.00 $0.00 $0.00 $1,298,838.00
FY26 ROOFING CIP $3,500,000.00 $0.00 $0.00 $0.00 $3,500,000.00
FY26 SAFETY & SECURITY CIP $194,063.00 $0.00 $42,061.95 $42,061.95 $152,001.05
STATE CAPITAL IMPROVEMENT FUNDS $1,800,000.00 $1,811,043.62 $0.00 $1,811,043.62 ($11,043.62)
492
Personnel Counts
November 2025
STATE LOCAL AFTER OTHER
PUBLIC CURRENT FEDERAL CHILD SCHOOL SPECIFIC
PURPOSE /OBJECT SCHOOL EXPENSE GRANT NUTRITION PROGRAM REVENUE GRAND
FUNCTION CODE DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL
111 SUPERINTENDENT 1 1
6900 Policy, Leadership and Public Relations Services 1 1
113 DIRECTOR/SUPERVISOR 3 22 1 26
5500 Co-Curricular Services 2 2
6100 Support and Development Services 8 8
6100 Support and Development Services 1 1
6200 Special Population Support and Development Services 1 2 3
6300 Alternative Programs and Services Support and Development Services 1 1
6400 Technology Support Services 3 3
6500 Operational Support Services 1 1
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 1 1
6800 System-Wide Pupil Support Services 1 1
6900 Policy, Leadership and Public Relations Services 2 2
7100 Community Services 1 1
7200 Nutrition Services 1 1
114 PRINCIPAL 52 1 53
5400 School Leadership Services 52 1 53
115 FINANCE OFFICER 1 1
6600 Financial and Human Resource Services 1 1
116 ASSISTANT PRINCIPAL(NON TEACH)44 44 88
5400 School Leadership Services 44 44 88
117 ASSISTANT PRINCIPAL-OTH ASSIGN 4 7 11
5400 School Leadership Services 4 7 11
118 ASSISTANT SUPERINTENDENT 2 3 5
6600 Financial and Human Resource Services 1 1
6900 Policy, Leadership and Public Relations Services 2 2 4
121 TEACHER 2,191 18 76 7 2,292
5100 Regular Instructions Services 1,414 17 6 1,437
5100 Regular Instructions Services 1 1
5100 Regular Instructions Services 167 167
5100 Regular Instructions Services 14 14
5100 Regular Instructions Services 123 123
5100 Regular Instructions Services 118 118
5100 Regular Instructions Services 56 56
5200 Special Populations Services 166 45 1 212
5200 Special Populations Services 21 2 23
5200 Special Populations Services 49 49
5200 Special Populations Services 46 46
5300 Alternative Programs and Services 17 17
5300 Alternative Programs and Services 14 14
5300 Alternative Programs and Services 9 6 15
122 INTERIM TEACHER 7 7
5100 Regular Instructions Services 7 7
123 JROTC TEACHER 11 11
5100 Regular Instructions Services 11 11
124 FOREIGN EXCHANGE (VIF)104 104
5100 Regular Instructions Services 14 14
5100 Regular Instructions Services 87 87
5200 Special Populations Services 2 2
5200 Special Populations Services 1 1
127 MASTER TEACHER 11 1 12
5100 Regular Instructions Services 11 1 12
131 INSTRUCTIONAL SUPPORT I 196 33 3 5 237
5100 Regular Instructions Services 10 10
5200 Special Populations Services 5 1 6
5200 Special Populations Services 2 1 3
5300 Alternative Programs and Services 5 5 10
5300 Alternative Programs and Services 2 2
5800 School-Based Support Services 42 5 47
5800 School-Based Support Services 86 22 1 2 111
5800 School-Based Support Services 46 2 48
132 INSTRUCTIONAL SUPPORT II 41 2 1 44
5200 Special Populations Services 40 2 42
5200 Special Populations Services 1 1 2
493
Personnel Counts
November 2025
STATE LOCAL AFTER OTHER
PUBLIC CURRENT FEDERAL CHILD SCHOOL SPECIFIC
PURPOSE /OBJECT SCHOOL EXPENSE GRANT NUTRITION PROGRAM REVENUE GRAND
FUNCTION CODE DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL
133 PSYCHOLOGIST 16 16
5200 Special Populations Services 16 16
135 INSTRUCTIONAL FACILITATORS 40 10 3 4 57
5100 Regular Instructions Services 23 10 33
5100 Regular Instructions Services 4 4
5200 Special Populations Services 8 8
5200 Special Populations Services 2 2
5200 Special Populations Services 3 3
5300 Alternative Programs and Services 1 1
5300 Alternative Programs and Services 1 4 5
5800 School-Based Support Services 1 1
142 TEACHER ASSISTANT - NCLB 273 247 56 7 583
5100 Regular Instructions Services 20 237 257
5200 Special Populations Services 215 34 249
5200 Special Populations Services 29 7 36
5200 Special Populations Services 2 1 3
5300 Alternative Programs and Services 6 10 16
5300 Alternative Programs and Services 7 7
5300 Alternative Programs and Services 7 7 14
5800 School-Based Support Services 1 1
143 TUTOR 26 67 21 114
5300 Alternative Programs and Services 26 67 21 114
144 INTERPRETER, BRAILLIST, TRANSL 6 4 5 15
5200 Special Populations Services 6 2 8
5200 Special Populations Services 3 3
5300 Alternative Programs and Services 4 4
145 THERAPIST 26 5 31
5800 School-Based Support Services 26 5 31
146 SPECIALIST (SCHOOL BASED)23 18 9 2 52
5200 Special Populations Services 3 1 4
5200 Special Populations Services 2 2
5200 Special Populations Services 1 1
5300 Alternative Programs and Services 17 10 27
5300 Alternative Programs and Services 4 4
5800 School-Based Support Services 1 1
5800 School-Based Support Services 1 1
5800 School-Based Support Services 5 5
5800 School-Based Support Services 1 2 3
5800 School-Based Support Services 4 4
147 MONITOR 63 1 64
5800 School-Based Support Services 1 1
6500 Operational Support Services 63 63
151 OFFICE SUPPORT 17 185 3 5 3 213
5400 School Leadership Services 3 47 50
5400 School Leadership Services 5 51 56
5800 School-Based Support Services 8 44 52
5800 School-Based Support Services 10 10
6100 Support and Development Services 9 9
6100 Support and Development Services 1 1
6200 Special Population Support and Development Services 1 3 4
6500 Operational Support Services 1 1
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 12 12
6600 Financial and Human Resource Services 1 1
6800 System-Wide Pupil Support Services 1 1
6900 Policy, Leadership and Public Relations Services
6900 Policy, Leadership and Public Relations Services 1 1
6900 Policy, Leadership and Public Relations Services 5 5
6900 Policy, Leadership and Public Relations Services 1 1
7100 Community Services 3 3
7200 Nutrition Services 5 5
152 TECHNICIAN 44 44
5800 School-Based Support Services 1 1
6400 Technology Support Services 40 40
6700 Accountability Services 3 3
494
Personnel Counts
November 2025
STATE LOCAL AFTER OTHER
PUBLIC CURRENT FEDERAL CHILD SCHOOL SPECIFIC
PURPOSE /OBJECT SCHOOL EXPENSE GRANT NUTRITION PROGRAM REVENUE GRAND
FUNCTION CODE DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL
153 ADMINISTRATIVE SPECIALIST 54 2 7 1 64
5800 School-Based Support Services 9 9
6100 Support and Development Services 5 5
6100 Support and Development Services 1 1
6300 Alternative Programs and Services Support and Development Services 2 2
6500 Operational Support Services 1 1
6600 Financial and Human Resource Services 11 11
6600 Financial and Human Resource Services 2 2
6600 Financial and Human Resource Services 1 1
6600 Financial and Human Resource Services 12 12
6600 Financial and Human Resource Services 1 1
6700 Accountability Services 1 1
6800 System-Wide Pupil Support Services 5 5
6900 Policy, Leadership and Public Relations Services 2 2
6900 Policy, Leadership and Public Relations Services 3 3
7100 Community Services 1 1
7200 Nutrition Services 7 7
171 DRIVER 206 12 218
6500 Operational Support Services 206 12 218
173 CUSTODIAN 253 253
6500 Operational Support Services 253 253
7100 Community Services
174 CAFETERIA WORKER 199 199
7200 Nutrition Services 199 199
175 SKILLED TRADES 47 165 1 1 214
6500 Operational Support Services 47 55 102
6500 Operational Support Services 110 1 111
7200 Nutrition Services 1 1
176 MANAGER 51 12 63
7100 Community Services 12 12
7200 Nutrition Services 51 51
178 DAY CARE/BEFORE/AFTER SCH CARE 57 57
7100 Community Services 57 57
#VALUE!GRAND TOTAL BY FUND 3,646 944 179 263 74 43 5,149
495
Union County Public Schools
40th Day Erollment
10/21/25
Student Name KG 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th Total
Antioch Elementary 111 111 122 146 155 151 0 0 0 0 0 0 0 0 796
Benton Heights Elementary School of the Arts 70 69 77 70 71 68 0 0 0 0 0 0 0 0 425
East Elementary 59 61 66 61 68 67 0 0 0 0 0 0 0 0 382
Fairview Elementary School 73 59 50 80 71 61 0 0 0 0 0 0 0 0 394
Hemby Bridge Elementary School 60 63 85 82 76 100 0 0 0 0 0 0 0 0 466
Indian Trail Elementary School 102 91 122 105 103 105 0 0 0 0 0 0 0 0 628
Kensington Elementary School 101 108 114 131 187 183 0 0 0 0 0 0 0 0 824
Marshville Elementary School 67 66 80 58 58 71 0 0 0 0 0 0 0 0 400
Marvin Elementary School 72 77 93 105 131 142 0 0 0 0 0 0 0 0 620
New Salem Elementary School 46 44 40 35 44 48 0 0 0 0 0 0 0 0 257
New Town Elementary 72 98 102 119 111 136 0 0 0 0 0 0 0 0 638
Poplin Elementary School 91 106 125 142 129 125 0 0 0 0 0 0 0 0 718
Porter Ridge Elementary School 106 110 116 111 144 126 0 0 0 0 0 0 0 0 713
Prospect Elementary School 69 77 61 65 56 62 0 0 0 0 0 0 0 0 390
Rea View Elementary 86 96 103 93 118 116 0 0 0 0 0 0 0 0 612
Rock Rest Elementary School 69 40 78 66 68 63 0 0 0 0 0 0 0 0 384
Rocky River Elementary 84 84 82 101 88 98 0 0 0 0 0 0 0 0 537
Sandy Ridge Elementary School 54 55 73 88 97 111 0 0 0 0 0 0 0 0 478
Sardis Elementary School 64 82 81 67 92 68 0 0 0 0 0 0 0 0 454
Shiloh Valley Elementary School 0 0 0 202 197 157 0 0 0 0 0 0 0 0 556
Shiloh Valley Primary School 164 143 189 0 0 0 0 0 0 0 0 0 0 0 496
Stallings Elementary School 121 118 123 137 144 128 0 0 0 0 0 0 0 0 771
Union Elementary School 56 45 50 37 43 60 0 0 0 0 0 0 0 0 291
Unionville Elementary School 98 89 117 110 135 96 0 0 0 0 0 0 0 0 645
Walter Bickett Education Center 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Walter Bickett Elementary School 59 71 81 66 90 87 0 0 0 0 0 0 0 0 454
Waxhaw Elementary School 81 93 94 96 105 107 0 0 0 0 0 0 0 0 576
Weddington Elementary School 66 84 108 103 101 143 0 0 0 0 0 0 0 0 605
Wesley Chapel Elementary School 95 96 112 149 125 134 0 0 0 0 0 0 0 0 711
Western Union Elementary School 79 56 86 95 91 95 0 0 0 0 0 0 0 0 502
Wingate Elementary School 73 62 66 62 70 58 0 0 0 0 0 0 0 0 391
Elementary Total 2348 2354 2696 2782 2968 2966 0 0 0 0 0 0 0 0 16114
Cuthbertson Middle School 0 0 0 0 0 0 413 418 447 0 0 0 0 0 1278
East Union Middle School 0 0 0 0 0 0 205 207 245 0 0 0 0 0 657
Health Sciences Academy at Monroe Middle 0 0 0 0 0 0 223 255 285 0 0 0 0 0 763
Marvin Ridge Middle School 0 0 0 0 0 0 392 405 453 0 0 0 0 0 1250
Parkwood Middle School 0 0 0 0 0 0 267 307 295 0 0 0 0 0 869
Piedmont Middle School 0 0 0 0 0 0 312 296 291 0 0 0 0 0 899
Porter Ridge Middle School 0 0 0 0 0 0 482 501 476 0 0 0 0 0 1459
Sun Valley Middle School 0 0 0 0 0 0 327 304 311 0 0 0 0 0 942
Weddington Middle School 0 0 0 0 0 0 436 424 451 0 0 0 0 0 1311
Middle Totall 0 0 0 0 0 0 3057 3117 3254 0 0 0 0 0 9428
Central Academy of Technology and Arts 0 0 0 0 0 0 0 0 0 219 229 220 217 0 885
Cuthbertson High School 0 0 0 0 0 0 0 0 0 461 438 433 472 0 1804
Forest Hills High School 0 0 0 0 0 0 0 0 0 266 230 248 187 0 931
Marvin Ridge High School 0 0 0 0 0 0 0 0 0 465 462 503 503 0 1933
Monroe High School 0 0 0 0 0 0 0 0 0 364 344 289 184 0 1181
Parkwood High School 0 0 0 0 0 0 0 0 0 265 286 272 243 0 1066
Piedmont High School 0 0 0 0 0 0 0 0 0 365 280 316 293 0 1254
Porter Ridge High School 0 0 0 0 0 0 0 0 0 512 448 401 420 0 1781
South Providence 0 0 0 0 0 0 3 12 16 24 7 10 2 0 74
Sun Valley High School 0 0 0 0 0 0 0 0 0 295 305 301 331 0 1232
Union County Early College 0 0 0 0 0 0 0 0 0 76 85 75 63 29 328
Weddington High School 0 0 0 0 0 0 0 0 0 475 507 479 441 0 1902
Wolfe School 0 0 0 0 0 0 7 7 6 12 8 15 55 0 110
High Total 0 0 0 0 0 0 10 19 22 3799 3629 3562 3411 29 14481
District Total 40023
496
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-006 Agenda Date:1/12/2026
TITLE:..title
Communications Monthly Report - November 2025
INFORMATION CONTACT:
Liz Cooper, Public Communications, Director, 704-283-3587
ACTION REQUESTED:
None - Information Only.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
This report provides valuable metrics and insights into communication platforms and our efforts to
collaborate with all County departments to inform and engage residents, promote programs and
services, and strengthen internal and external communications.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™497
Communications
Monthly Report
November 2025
498
Departments
Supported
Projects
Completed
Top Projects
22104
Honoring veterans and highlighting their needs can’t
be captured in a single message, which is why Public
Communications shares an 11-day series leading up
to Veterans Day. Posted each day at 11:11 a.m., the
messages feature local services, programs, events,
and ways the community can meaningfully support
veterans. This year’s campaign also included two
short videos from the Veterans Services oce
featuring testimonials from local veterans.
Salute to Veterans
Human Services recruits foster parents
year-round, with a special focus during November
for National Adoption Month. This year’s campaign
highlighted that nearly 160 children in Union
County are experiencing foster care and the
ongoing need for families willing to open their
homes. It featured a new video with social workers
and a resident sharing how fostering has been a
life-changing experience for her and the children
in her care.
Foster Parent Recruitment
The Union County Senior Nutrition Program cele-
brated "A Season of Gratitude" in November as it
expanded to reach more seniors in our community.
Thanks to new partnerships, additional funding, and
dedicated volunteers, the program is now serving
seniors who were previously on the waiting list. The
campaign also recognized the Union County Board
of Commissioners, several towns providing support,
and Food Lion for their generous contributions.
Senior Nutrition: Gratitude
in Every Delivery
November 2025 499
Engagement rate is calculated by dividing the total number of interactions on a post (likes, comments, shares, clicks) by the total number
of impressions that post received, then multiplying by 100 to get a percentage. Impressions are the number of times a user sees a post.
Reach refers to the total number of individuals who saw a specific post on social media.
Total Followers
Social Media
Top Posts
Sprout
Automated Webchat
Residents
Engaged
Total
Communications
Per Month
Let’s Chat
Website Visits
unioncountync.gov
Top WebpagesTop Search Terms
Website
327,736
16%
vs.
previous month
Facebook
2.9% Engagement Rate
28,666 Reach
Instagram
2% Engagement Rate
3,690 Impressions
LinkedIn
22% Engagement Rate
1,485 Impressions
42,880
496
692
GIS & Mapping
Taxes & Property
Pay My Water Bill
Passport
Jobs
Careers
Hiking Events
Permit Portal
November 2025 500
unioncountync.gov
Creative Highlights
Video Engagement
CompletedReceived
Public Records Requests Media Interactions
YouTube
The Support Every Veteran
Needs
346 Views
1.3 Hours Watch Time
Instagram
Potato Drop
1,087 Views
Facebook
Potato Drop
5,373 Views
174149
Accessible Microsoft Templates Bloodborne Pathogen
Exposure Control Plan
Bloodborne Pathogens
Exposure Control Plan
Last Updated | Month Year
Transportation
Window Cling
November 2025 501
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-029 Agenda Date:1/12/2026
TITLE:..title
Human Resources Reports for November 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 November 2025.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™502
Name
11/17/25
11/1/25
11/3/25
11/3/25
11/3/25
11/3/25
11/17/25
11/17/25
11/3/25
11/17/25
11/3/25
11/3/25
11/3/25
11/17/25
11/17/25
11/3/25
11/17/25
11/3/25
11/17/25
11/17/25
11/17/25
11/3/25
11/3/25
11/17/25
11/17/25
11/17/25
11/3/25
11/17/25
UCW - UTILITY BUSINESS SVCS
SHARIKA L MAHATHA CUSTOMER SERVICE SPECIALIST
PATRICK G LOWDERMILK ACCOUNTING SPECIALIST
JORDAN C GEMES DETENTION OFFICER
JOSHUA L WILKERSON DETENTION OFFICER
TA - ASSESSMENT
TAYLOR M BITTING LAND RECORDS TECHNICIAN
JANET M JONAS LIBRARY ASSOCIATE PT
SHERIFF/JAIL/FAC 80.5 HRS
LUIS A GALVAN DEPUTY SHERIFF
AVYON D TUFANO DETENTION OFFICER
DAVID J COBLE LIBRARY ASSOCIATE PT
SHEILA COLON-BAGLEY LIBRARY ASSOCIATE PT
ALISON S FARLEY LIBRARY ASSOCIATE PT
PUBLIC COMMUNICATIONS
JOANNA T SHORT ADMINISTRATIVE PROFESSIONAL II
JOHN T LOWRY DIGITAL CONTENT COORDINATOR
PUBLIC LIBRARY
KRISTIE L BEGLEY ADMINISTRATIVE PROFESSIONAL II
JOYCE A GROGAN TRANSPORTATION DRIVER
JAMES D MATTHEWS TRANSPORTATION DRIVER
HS - SOCIAL SERVICES
AARON M CLARK SENIOR SOCIAL WORK SUPERVISOR
CYNTHIA G LOERA ELIGIBILITY SPECIALIST
HS - TRANSPORTATION
RUTH E ROUSSEAU ONE STOP OFFICE SUPPORT
ENVIRONMENTAL HEALTH
HEATHER A PERDUE OFFICE SUPERVISOR
CIARA F MELTON ENVIRONMENTAL HEALTH SPEC
EILEEN C STOCHL ONE STOP OFFICE SUPPORT
MICHELLE C VANGAASBECK ONE STOP OFFICE SUPPORT
MADISON L JORDAN ONE STOP OFFICE SUPPORT
BOARD OF ELECTIONS
SELDA OSBORNE ONE STOP OFFICE SUPPORT
MEREDITH T LEADBETTER ONE STOP OFFICE SUPPORT
JULIE A SNYDER ONE STOP OFFICE SUPPORT
UNION COUNTY PERSONNEL REPORT
REPORT OF NEW HIRES
November 2025
Hire Date Position
911 COMMUNICATIONS
ABAGALE D GREEN TELECOMMUNICATOR I
Page 1 of 2
503
Name
11/3/25
11/17/25
11/17/25
11/17/25JONATHAN M STUMP UTILITY TECHNICIAN I
UCW - WATER & WASTEWATER OPS
AKEEM R JONES UTILITY TECHNICIAN I
NICHOLAS E MCDOLE UTILITY TECHNICIAN I
GARRETT A SMITH WATER CONSERVATION COOR
Hire Date Position
Page 2 of 2
504
Name
GARRETT J ANDERSON 5/6/24 11/12/25 DETENTION OFFICER
HS - SOCIAL SERVICES
RETIREES
SARAH E TUCKER 11/26/18 11/25/25 DEPUTY SHERIFF
SHERIFF/JAIL/FAC 80.5 HRS
SAMUEL F CLARK 10/21/13 11/22/25 SERGEANT
PUBLIC LIBRARY
BRIANNIA M GULLEDGE 7/17/23 11/12/25 LIBRARY ASSOCIATE
ALYSON M PRITSCHER 4/8/24 11/26/25 LIBRARY ASSOCIATE PT
TYLER D AYERS 5/27/25 11/22/25 INTERN
OLIVIA R THOMAS 6/7/25 11/22/25 RECREATION ASST - SEASONAL
BROOKE A WERTS 5/27/25 11/22/25 INTERN
LUKE K IRWIN 4/5/25 11/22/25 PARK ATTENDANT - SEASONAL
CARISSA N GALBRAITH 5/24/25 11/22/25 LIFEGUARD - SEASONAL
HS - TRANSPORTATION
BRUCE D ALDRIDGE 10/1/18 11/28/25 TRANSPORTATION DRIVER PT
PARKS AND RECREATION
BROOKE A LOPUCH 8/16/21 11/26/25 BEHAVIORAL HEALTH THERAPIST
MEGHAN P MONTEMURRO 12/4/23 11/13/25 ELIGIBILITY SPECIALIST
HS - PUBLIC HEALTH
BRIA T ALLSBROOKS 10/6/25 11/28/25 PUBLIC HEALTH NURSE
HS - SOCIAL SERVICES
911 COMMUNICATIONS
MICHAEL MARTINEZ-CRUZ 11/4/24 11/4/25 TELECOMMUNICATOR I
MELISSA C POBLANO 6/16/25 11/21/25 TELECOMMUNICATOR I
PLANNING
LAWRENCE F BRITT 1/30/20 11/1/25 BOARD PAY
SEPARATION FROM SERVICE
PROCUREMENT
VICKY K WATTS 2/4/19 11/28/25 SENIOR PROCUREMENT SPECIALIST
END OF TERM
DONALD E HONEYCUTT 6/2/97 11/28/25 WATER SUPERINTENDENT
DEBORAH R WALDEN 3/21/05 11/28/25 ELIGIBILITY SPECIALIST
UNION COUNTY PERSONNEL REPORT
REPORT OF RETIREES AND SEPARATIONS FROM SERVICE
November 2025
Hire Date Separation Date Position
UCW - WATER & WASTEWATER OPS
Page 1 of 2
505
Name
UCW - WATER & WASTEWATER OPS
JORDAN A GRIFFIN 6/3/24 11/20/25 UTILITY TECHNICIAN SUPERVISOR
QOREN R WILLIAMS 8/11/25 11/12/25 UTILITY TECHNICIAN I
STEPHEN D XAVIER 11/4/24 11/4/25 DEPUTY SHERIFF PT
UCW - UTILITY BUSINESS SVCS
CHARLES F HOLT 9/16/19 11/13/25 AMI TECHNICIAN
TREVOR A RASKIN 8/11/25 11/28/25 DETENTION OFFICER
SHERIFF/JAIL/FACILITIES
COREY G HOWARD 9/21/15 11/28/25 DEPUTY SHERIFF MASTER
Hire Date Separation Date Position
Page 2 of 2
506
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-031 Agenda Date:1/12/2026
TITLE:..title
Minor Subdivision Discussion
INFORMATION CONTACT:
Lee Jenson, Planning, Director, 704-283-3564
ACTION REQUESTED:
Receive information regarding minor subdivisions and provide direction to staff.
PRIOR BOARD ACTIONS:
November 17, 2025, Regular Meeting, Agenda Item # 25-692 - Held Public Hearing on Union County
Rural Land Use Plan and Land Use Map Amendments
BACKGROUND:
At their November 2025 meeting, the Board requested that Planning staff bring back information
regarding the impacts of potential adjustments to the number of lots that constitute a minor
subdivision for Board discussion and possible direction.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™507
508
January 12, 2026
Minor Subdivision
Discussion
509
Pertinent Definitions and Exemptions
3
Definitions
Article 105.200 of the Union County UDO
Subdivision
All divisions of a tract of land into 2 or more lots, building sites, or other
divisions when any one or more of those divisions are created for the
purpose of sales or building development (whether immediate or future)
and including all divisions of land involving the dedications of a new street
or a change in existing streets. See also the exempt subdivision provisions
of Section 80.060.
510
Pertinent Definitions and Exemptions
4
Definitions
Article 105.200 of the Union County UDO
Subdivision, Major Any subdivision other than a minor subdivision.
Subdivision, Minor Any subdivision that does not result in the creation of
more than 8 lots out of a single tract since February 14, 1978
511
Pertinent Definitions and Exemptions
5
Exempt Subdivisions
Section 80.060 of the Union County UDO
1. The combination or recombination of portions of previously subdivided and recorded lots if:
a.The total number of lots is not increased; and
b.The resulting lots comply with all applicable zoning district requirements and subdivision design and improvements standards.
2. The division of land resulting in the creation of lots that are each more than 10 acres in area, provided that no right-of-way dedication is involved.
3. The public acquisition of land for the establishment (or widening) of roads, rail corridors, parks, open space, trails, greenway corridors, conservation areas, or public water reservoir projects;
4. The division of a tract of land in single ownership into no more than 3 lots if:
a.The tract to be divided is no greater than 2 acres in area;
b.No right-of-way dedication is involved; and
c.The resulting lots meet or exceed the minimum lot size regulations of this ordinance.
512
Pertinent Definitions and Exemptions
6
Exempt Subdivisions
Section 80.060 of the Union County UDO
5. The division of land into cemetery plots;
6. The division of land solely for the purpose of creating lots to be occupied by electrical substations, water towers, community water and wastewater systems, cell towers and similar structures used for public or quasi-public utility purposes, provided no right-of-way dedication is involved; and
7. The division of a tract of land resulting solely from public acquisition of land to be used for public street right-of-way.
8. The division of a tract into parcels in accordance with the terms of a probated will or in accordance with intestate succession under NCGS Chapter 29. (amended 7-1-2021)
513
Minor vs Major Implications
7
Minor subdivisions
•One step review process
•Planning, UC Water, Environmental Health, others if applicable
•Final Plat
Major subdivisions
•Sketch Plan
•Preliminary Plan (Construction documents)
•Approval allows construction of infrastructure
•Vesting provisions
•Final Plat(s)
•Performance Guarantees
514
Minor vs Major Implications
8
Major subdivisions must meet the following standards when applicable;
•Street trees
•Sidewalks
•Stormwater
•Roadway design and construction standards
•Open space standards in Rural Areas
•Traffic Impact Analysis requirements
•Schweinitz’s sunflower protection
515
Data
9
Since 2014
•Approximately 1,200 minor subdivisions
processed
•Approximately 3,200 lots created
•About 934 of those subdivisions
created 2 or less lots
516
Potential Changes
10
•Minor subdivision definition can be modified to allow more or less lots to
be created through the process.
•Applicable standards can be modified
•Exempt subdivisions generally cannot be changed
•Could look at a tiered approach
•Tier one – minimum lot size based on zoning and meeting all development standards
•Tier two – slightly larger minimum lot sizes and exempt from some standards
•Tier three – significantly larger minimum lot sizes and exempt from most standards
517
Questions
518
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-019 Agenda Date:1/12/2026
TITLE:..title
Appointment of an ETJ Member to the City of Monroe’s Planning Board
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appointment of an ETJ Representative to the City of Monroe’s Planning Board.
PRIOR BOARD ACTIONS:
None.
BACKGROUND:
The term of the ETJ Representative on the City of Monroe’s Planning Board is expiring. The City of
Monroe has requested that the Board of Commissioners appoint an ETJ representative to its
Planning Board. The vacancy was advertised in accordance with the Board of Commissioners’ Rules
of Procedure, and a copy of the Notice was provided to the City of Monroe.
FINANCIAL IMPACT:
None.
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™519
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-046 Agenda Date:1/12/2026
TITLE:..title
Appointments to Land Use Board
INFORMATION CONTACT:
Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853
ACTION REQUESTED:
Appoint regular member for an unexpired term and appoint an alternate member
PRIOR BOARD ACTIONS:
None
BACKGROUND:
There are two vacancies on the Land Use Board: 1 Regular Member for an unexpired term and 1
Alternate Member. The vacancies have been advertised.
FINANCIAL IMPACT:
Union County, NC Printed on 1/2/2026Page 1 of 1
powered by Legistar™520
Union County, NC
Staff Report
Union County Government
Center
500 North Main Street
Monroe, North Carolina
www.unioncountync.gov
File #:26-007 Agenda Date:1/12/2026
TITLE:..title
FY 2025 Annual Comprehensive Financial Report
INFORMATION CONTACT:
Beverly Liles, Finance, Director, 704-283-3675
ACTION REQUESTED:
Receive presentation from Cherry Bekaert, LLP audit firm and Finance Director on the fiscal year
2025 audit and annual financial comprehensive report.
PRIOR BOARD ACTIONS:
None
BACKGROUND:
Cherry Bekaert LLP, a firm of licensed certified public accountants, has issued an unmodified opinion
on Union County's financial statements for the year ended June 30, 2025. The independent auditor's
report is located at the front of the financial section of this report. The audit was also designed to
meet the requirements of the Uniform Administrative Requirements, Cost Principles, and Audit
Requirements for Federal Awards and the State Single Audit Implementation Act. These reports are
submitted separately, and include the schedules of financial assistance, findings and questioned
costs, and the independent auditor's report on internal control and compliance. The following is
excerpted from the Report of Independent Auditor. “In our opinion, the financial statements referred to
above present fairly, in all material respects, the respective financial position of the governmental
activities, the business-type activities, each major fund, and the aggregate remaining fund
information of the County, as of June 30, 2025, and the respective changes in financial position and,
where applicable, cash flows thereof, and the budgetary comparison for the General Fund for the
year then ended in accordance with accounting principles generally accepted in the United States of
America”.
The FY 2025 Annual Comprehensive Financial Report (ACFR) is still in draft form due to the Federal
and State Single Audit Grant testing not being complete due to the Federal Government shutdown.
Once the grant testing has been complete the final document will be available on the County’s
website on the Finance Department’s webpage.
FINANCIAL IMPACT:
None
Union County, NC Printed on 12/30/2025Page 1 of 1
powered by Legistar™521
Union County, North CarolinaAudit Executive
Summary
January 12, 2026
522
2
►Client Service Team
►Results of the Audit
►Internal Control Communication
►Internal Control and Compliance
►Corrected and Uncorrected Misstatements
►Qualitative Aspects of Accounting Practices
►Independence Considerations
►Other Required Communications
►Other Matters
►Upcoming Financial Reporting Changes
Agenda
This information is intended solely for the use of the Board of County Commissioners charged with governance and, if
appropriate, management of Union County and is not intended to be, and should not be, used by anyone other than these
specified parties
523
3
Client Service Team
Board of County
Commissioners
Daniel T. Gougherty
Engagement Director
Stephanie Rosensky
Manager
Chris Minneci
Senior
Scott Anderson
Second Reviewer
Robert Levesque
Key Staff
Steve Siegel
Firm Technical Director
524
4
Results of the Audit
Plan
Perform
Express
Opinion
Communicate
We have audited the financial statements of
Union County, North Carolina (the “County”)
for the year ended June 30, 2025 in
accordance with generally accepted auditing
standards and Government Auditing
Standards and have issued our report dated
November 6, 2025.
We have also audited the County’s
compliance with the types of compliance
requirements described in the OMB
Compliance Supplement and the Audit
Manual for Governmental Auditors in North
Carolina that could have a direct and
material effect on each of the County’s major
federal and state programs for the year
ended June 30, 2025.
We have issued unmodified opinions on the
financial statements and will issue an opinion
on the single audit upon completion.
525
5
Internal Control Communication
In planning and performing our audit, we considered internal control over financial reporting (“internal
control”) as a basis for designing audit procedures that are appropriate in the circumstances for the
purpose of expressing our opinion on the financial statements and on compliance with Uniform
Guidance and the N.C. State Single Audit Implementation Act, but not for the purpose of expressing an
opinion on the effectiveness of the County’s internal control. Accordingly, we do not express an opinion
on the effectiveness of the County’s internal control.
Our consideration of internal control was for the limited purpose described in the preceding paragraph
and was not designed to identify all deficiencies in internal control that might be material weaknesses or
significant deficiencies and, therefore, material weaknesses or significant deficiencies may exist that
were not identified. In addition, because of inherent limitations in internal control, including the possibility
of management override of controls, misstatements due to error or fraud may occur and not be detected
by such controls.
A deficiency in internal control exists when the design or operation of a control does not allow
management or employees, in the normal course of performing their assigned functions, to prevent, or
detect and correct, misstatements on a timely basis.
526
6
A material weakness is a deficiency, or a
combination of deficiencies in internal control,
such that there is a reasonable possibility that
a material misstatement of the County’s
financial statements will not be prevented, or
detected and corrected, on a timely basis.
A significant deficiency is a deficiency, or a
combination of deficiencies, in internal control
that is less severe than a material weakness,
yet important enough to merit attention by
those charged with governance.
Material Weakness Significant Deficiency
We did not identify any control deficiencies that we believe to be material weaknesses.
Internal Control Communication
527
7
Internal Control and Compliance
Single Audit (Grants)- PRELIMINARY
Testing
Compliance
with Grant
Agreements
In Progress
Medicaid Cluster
COVID-19: Coronavirus State and Local Fiscal Recovery Funds
Community Development Block Grants (CDBG)
Federal Transit Cluster
Federal Major Programs
Public School Building Capital Fund -Lottery Fund
DSS Crosscutting
Special Appropriations - BARN
State Major Programs
528
8
Restatement to increase beginning fund balance in the non-major governmental funds of $1,123,853
related to the Opioid Settlement MOA and reduction of current year revenue by the same amount.
Restatement to increase beginning net position in the government-wide statements to record entire
Opioid Settlement amount of $13,891,765 as receivable.
These adjustments were required due to the change in revenue recognition from a non-exchange
transaction to an exchange transaction.
Corrected Misstatements
Professional standards require us to accumulate all misstatements identified during the audit, other than
those that are clearly trivial, and communicate them to the appropriate level of management.
Corrected and Uncorrected Misstatements
529
9
Overstatement of expenditures and accounts payable in the General Special Revenue Fund in the
amount of $57,222.
Uncorrected Misstatements
Corrected and Uncorrected Misstatements
530
10
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
Management is responsible for the selection and use of
appropriate accounting policies. The significant
accounting policies used by the County are described in
Note 1 to the financial statements.
The County changed accounting policies related to
compensated absences liability by adopting Governmental
Accounting Standards Statement 101, Compensated
Absences, implemented during fiscal year June 30, 2025.
Qualitative Aspects of Accounting Practices
531
11
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
As part of our audit, we evaluated the County’s
identification of, accounting for, and disclosure of the
County’s relationships and transactions with related
parties as required by professional standards.
We noted none of the following:
•Related parties or related party relationships or
transactions that were previously undisclosed to us;
•Significant related party transactions that have not
been approved in accordance with the County’s
policies or procedures or for which exceptions to the
County’s policies or procedures were granted;
•Significant related party transactions that appeared to
lack a business purpose;
•Noncompliance with applicable laws or regulations
prohibiting or restricting specific types of related party
transactions; and
•Difficulties in identifying the party that ultimately
controls the County’s.
Qualitative Aspects of Accounting Practices
532
12
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
We noted no transactions entered into by the County
during the year for which there is a lack of authoritative
guidance or consensus. All significant transactions have
been recognized in the financial statements in the proper
period.
For purposes of this presentation, professional standards
define significant unusual transactions as transactions that
are outside the normal course of business for the County
or that otherwise appear to be unusual due to their timing,
size, or nature. We noted no significant unusual
transactions during our audit.
Qualitative Aspects of Accounting Practices
533
13
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
Accounting estimates are an integral part of the financial
statements prepared by management and are based on
management’s knowledge and experience about past
and current events and assumptions about future events.
Certain accounting estimates are particularly sensitive
because of their significance to the financial statements
and because of the possibility that future events affecting
them may differ significantly from those expected. The
most sensitive estimates affecting the financial
statements were:
•Allowance for doubtful accounts
•Depreciation expense (estimated useful lives of assets)
•Fair value of investments
•Pensions, OPEB and IBNR liabilities, and related
deferred outflows and inflows
•Landfill liability
•Lease and SBITA liabilities and receivables
•Right-of-use assets
Qualitative Aspects of Accounting Practices
534
14
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
•Management’s estimate of the identified above
estimates are based on the analysis of historical
collection trends, estimated useful life of the asset,
third party pricing, actuarial valuations, engineers
estimates for closure and post closure costs and the
County’s incremental borrowing rate and lease/SBITA
terms.
•We evaluated the key factors and assumptions used
to develop these estimates in determining it is
reasonable in relation to the financial statements
taken as a whole.
Qualitative Aspects of Accounting Practices
535
15
Significant
Estimates
Significant and
Unusual
Transactions
Financial
Statement
Disclosures
Related Party
Relationships
and
Transactions
The financial statement disclosures are neutral,
consistent, and clear.
Qualitative Aspects of Accounting Practices
536
16
Preparation of the Data Collection Form.
For all nonattest services we perform, you are
responsible for designating a competent
employee to oversee the services, make any
management decisions, perform any
management functions related to the services,
evaluate the adequacy of the services, and
accept overall responsibility for the results of
the services.
We are not aware of any other circumstances
or relationships that create threats to auditor
independence.
We are independent of the County and have
met our other ethical responsibilities in
accordance with the relevant ethical
requirements relating to our audit.
Nonattest Services Independence Conclusion
Independence Considerations
537
17
We encountered no significant difficulties in dealing with management in performing
and completing our audit.
Other Required Communications
Difficulties
Encountered
Includes disagreements on a financial accounting, reporting, or auditing matter,
whether or not resolved to our satisfaction, that could be significant to the financial
statements or the auditor’s report. We are pleased to report that no such
disagreements arose during the course of our audit.
Disagreements
with Management
We noted no matters that are difficult or contentious for which the auditor consulted
outside the engagement team.
Auditor
Consultations
We have requested certain representations from management that are included in the
management representation letter dated the date of our audit report.
Management
Representations
538
18
In some cases, management may decide to consult with other accountants about
auditing and accounting matters, similar to obtaining a “second opinion” on certain
situations. To our knowledge, there were no such consultations with other accountants.
Management
Consultations
We generally discuss a variety of matters, including the application of accounting
principles and auditing standards with management each year. These discussions
occurred in the normal course of our professional relationship and our responses were
not a condition to our retention.
Other Findings
or Issues
As of the date of this presentation, no fraud, illegal acts, or violations of laws and
regulations noted.
Fraud and
Illegal Acts
No events or conditions noted that indicate substantial doubt about the County’s ability
to continue as a going concern.
Going
Concern
Other Required Communications
539
19
Required Supplementary
Information
We applied certain limited procedures to
the required supplementary information
(“RSI”) that supplements the basic
financial statements. Our procedures
consisted of inquiries of management
regarding the methods of preparing the
information and comparing the
information for consistency with
management’s responses to our
inquiries, the basic financial statements,
and other knowledge we obtained
during our audit of the basic financial
statements. We did not audit the RSI
and do not express an opinion or
provide any assurance on the RSI. We
were engaged to report on the other
supplementary information which
accompanies the financial statements,
but which is not RSI.
Supplementary
Information
With respect to the supplementary
information accompanying the financial
statements, we made certain inquiries
of management and evaluated the form,
content, and methods of preparing the
information to determine the information
complies with U.S. generally accepted
accounting principles, the method of
preparing it has not changed from the
prior period, and the information is
appropriate and complete in relation to
our audit of the financial statements.
We compared and reconciled the
supplementary information to the
underlying accounting records used to
prepare the financial statements or to
the financial statements themselves.
Other Information
The other information comprises the
introductory and statistical sections but
does not include the basic financial
statements and our auditor’s report
thereon. Our opinions on the basic
financial statements do not cover the
other information, and we do not
express an opinion or any form of
assurance thereon. In connection with
our audit of the basic financial
statements, our responsibility is to read
the other information and consider
whether a material inconsistency exists
between the other information and the
basic financial statements, or the other
information otherwise appears to be
materially misstated. If, based on the
work performed, we conclude that an
uncorrected material misstatement of
the other information exists, we are
required to describe it in our report.
Other Matters
540
20
►GASB Statement 103, Financial
Reporting Model Improvements -
2026
►GASB Statement 104, Disclosure
of Certain Capital Assets - 2026
These standards will be effective for the County in
the upcoming years and may have a significant
impact on the County’s financial reporting.
We would be happy to discuss with management
the potential impacts on the County’s financial
statements and how we may be able to assist in
the implementation efforts
Upcoming Financial Reporting Changes
541
Local Government Commission Performance
Indicators
Audit Report –
Budgeted tax levy for the General Fund did not have more than 3% uncollected.
Positive General Fund total fund balance.
Effective pre-audit process to avoid pervasive budget violations.
No late debt service payments or debt covenant compliance issues.
No statutory violation within Annual Comprehensive Financial Report.
542
cbh.com
About Cherry Bekaert
“Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide
professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed
CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide tax and advisory services. For more
details, visit cbh.com/disclosure.
This material has been prepared for general informational purposes only and is not intended to be relied upon as tax, accounting, or other
professional advice. Before taking any action, you should consult a professional advisor familiar with your particular facts and circumstances.
22
Daniel T. Gougherty
CPA
Audit Director
dgougherty@cbh.com
Contacts
Questions
543
FY 2025 Annual Comprehensive Financial Reporting 544
AgendaFY 2025 Year End ResultsGovernment Wide (full accruals)General Fund(s)Water and Sewer Fund545
3•Assets and deferred outflows exceeded liabilities and deferred inflows by $413,516,257 (=net position) •Decrease of $21,849,096 from FY 2024•Governmental Activities’ total net position ($97,525,120)•Due to UC carrying the long-term debt liability for school and SPCC related assets that we do not own2025 Audited Financials – Government Wide
546
42025 Audited Financials – Government WideAsset Major Changes•Cash and investments -$93M (bond proceeds spend down for FH High and East Elementary, spend down of ARPA funds)•Accounts Receivable +15M (Opioid Settlement)•Due from other government +$14M (state grant funds spent but reimbursement not received on June 30th)•Capital assets +$45M (mainly due to ongoing W&S projects)•Deferred outflow of resources -$23M (related to OPEB, Pension and SEPA)Liabilities Major Changes•Net OPEB Liability +$28.1M (change in assumptions year over year based on actuarial study results)•Local government retirement pension liability +$9M•Long-term liability -$56.8M (pay down of debt, leases and SBITAs)•Deferred inflow of resources +$12M (related to OPEB, Pension and SEPA)+(increase) –(decrease)547
52025 Audited Financials – General Funds•Actual revenues of $405,485,094Revenues exceeded budget by $13.1 million•Actual expenses of $380,088,535Expenditures under budget by $13.9 million•Other financing sources/(expenses) of $(27,312,795)•Includes transfers to other funds (CIP and VFDs) and lease and subscription liabilities•Decrease in fund balance of $1,916,236548
62025 Audited Financials – General Fund Revenues
549
72025 Audited Financials – General Fund Expenses
550
82025 Audited Financials – General Funds Fund Balance General Fund(s) combined GeneralGeneral Debt FundEconomic DevelopmentEducation Debt FundEducation Budgetary FundNonspendable 11,260$ 11,260$ -$ -$ -$ -$ Restricted 38,254,797 31,979,312 3,280 3,570 6,248,491 20,144 Committed 76,746,600 76,746,600 - - - - Assigned 12,516,923 9,584,968 2,580,302 - - 351,653 Unassigned 22,551,919 12,126,901 885,852 270,087 3,999,414 5,269,665 Total fund balance 150,081,499$ 130,449,041$ 3,469,434$ 273,657$ 10,247,905$ 5,641,462$ Change from Prior Year (1,916,236) (2,505,955) 572,567 (297,434) (4,957,994) 5,272,580 551
92025 Audited Financials – General Funds Fund Balance General Fund(s) combined GeneralGeneral Debt FundEconomic DevelopmentEducation Debt FundEducation Budgetary FundNonspendable 11,260$ 11,260$ -$ -$ -$ -$ Restricted 38,254,797 31,979,312 3,280 3,570 6,248,491 20,144 Committed 76,746,600 76,746,600 - - - - Assigned 12,516,923 9,584,968 2,580,302 - - 351,653 Unassigned 22,551,919 12,126,901 885,852 270,087 3,999,414 5,269,665 Total fund balance 150,081,499$ 130,449,041$ 3,469,434$ 273,657$ 10,247,905$ 5,641,462$ Change from Prior Year (1,916,236) (2,505,955) 572,567 (297,434) (4,957,994) 5,272,580 552
102025 Audited Financials – Water and Sewer Fund•Operating Revenues of $84,716,814•Operating Expenses (including depreciation $34.4M) of $86,958,755•Nonoperating Revenues(expenses) of $24,262,118•Increase in net position of $63,337,670
553
112025 Audited Financials – Water and Sewer Fund- Full Accrual BasisWater and Sewer Fund2025 2024 2023 2022 2021Operating revenues 84,716,814$ 75,327,980$ 76,253,832$ 75,480,900$ 66,581,187$ Operating expenses 86,958,755 72,838,075 55,606,567 53,595,378 51,724,337 Operating income (2,241,941) 2,489,905 20,647,265 21,885,522 14,856,850 Investment earnings 6,942,572 8,106,317 6,968,813 (924,566) (594,156) Interest and fees expense (12,262,190) (12,736,774) (13,456,075) (13,608,173) (9,581,038) Loss on joint venture (978,448) (1,297,343) (1,626,791) (785,398) (3,362,096) Intergovernmental 30,451,873 (2,101,265) 4,689,006 ‐ ‐ Other nonperating revenues/expenses 108,311 2,557 66,607 11,216 35,064 Income (loss) before transfers and contributions 22,020,177 (5,536,603) 17,288,825 6,578,601 1,354,624 Contributions ‐ system development fees 11,535,872 6,563,539 5,413,985 11,665,021 6,461,435 Capital contributions ‐ donated assets 21,448,484 10,254,323 6,501,850 9,873,142 9,192,180 Contributions ‐ other cash 430,661 479,214 479,881 555,589 434,589 Transfers with other funds 4,902,476 1,100,000 ‐ ‐ 526,000 Change in net position 60,337,670$ 12,860,473$ 29,684,541$ 28,672,353$ 17,968,828$ Net Position 495,136,046$ 434,798,376$ 417,735,373$ 388,050,832$ 355,023,634$ 554
Questions?555