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Chair & Vice Chair Review Draft Agenda Package 20-Apr-26Monday, April 20, 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 1 Board of Commissioners Meeting Agenda April 20, 2026 Closed Session - 5:15 PM Opening of Meeting - 6:00 PM Invocation - Commissioner Melissa Merrell Pledge of Allegiance Informal Comments Public Hearing(s) Public Hearing - Rezoning Petition RZ-2026-004 McAlister26-203 INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Conduct public hearing for proposed rezoning . PRIOR BOARD ACTION: None. BACKGROUND: This case is a request to rezone one parcel totaling 10.848 acres appearing on the tax map as tax parcel 04-036-007 located on Pageland Highway from Highway Corridor (HC) with Conditions to Light Industrial (LI). The rezoning request is a straight rezoning, so there are no conditions associated with this request . The Land Use Board evaluated this proposal at its March 17 meeting and recommended approval on a 7-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions . TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval . TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition RZ-2026-004; and (ii) adopt the Page 1 of 27 2 Board of Commissioners Meeting Agenda April 20, 2026 consistency and reasonableness statement for denial . FINANCIAL IMPACT: None. Staff Recognition Proclamation - National Public Health Week 202626-182 INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health, Director, 704-283-3717 ACTION REQUESTED: Adopt Proclamation recognizing April 6-12, 2026 as National Public Health Week in Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: The American Public Health Association established National Public Health Week to recognize the contributions of public health professionals and to highlight the importance of prevention and community partnerships in building healthier communities . FINANCIAL IMPACT: None. Consent Agenda Contract - ABC Law Enforcement for Wingate ABC Board26-183 INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with Wingate ABC Board 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: North Carolina General Statutes Chapter 18B requires each ABC Board to either employ an ABC law enforcement officer or contract with a local law enforcement agency. The Wingate ABC Board has determined that contracting with Union County Sheriff ’s Office is the most efficient method of meeting this statutory obligation . The attached agreement states that the Agency (Union County Sheriff ’s Office) “shall provide ABC law enforcement within the boundaries of the Page 2 of 27 3 Board of Commissioners Meeting Agenda April 20, 2026 Town of Wingate in return for the sum of approximately $12,000 annually, to be paid in quarterly installments .” UCSO deputies will perform ABC enforcement duties as part of their regular assignments. The contract clarifies that deputies “remain under the exclusive control, direction, and supervision of the Union County Sheriff” and are not employees of the ABC Board . The contract also requires monthly reporting to the ABC Board on arrests, agency assists, and alcohol education activities . The agreement continues in effect until terminated by either party with 30 days’ written notice. FINANCIAL IMPACT: The Wingate ABC Board will reimburse Union County approximately $12,000 annually, adjusted as required by NCGS 18B-805(c)(2). Funds are received quarterly and support the cost of providing ABC law enforcement services. Contract - Cleaning Services at the UCSO Firing Range26-213 INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: 1) April 15, 2024, Regular Meeting, Agenda Item # 24-260 - Approved Contract 2) April 14, 2025, Regular Meeting, Agenda Item # 25-213 - Approved Contract BACKGROUND: The Union County Sheriff’s Office (UCSO) requests approval to enter into a contractual service agreement with ACL Carolina, Inc . for recurring cleaning services at the UCSO Firing Range . These services are essential for maintaining a safe training environment for officers, including the removal of debris and lead-contaminated materials using heavy-duty equipment. The Sheriff’s Office has utilized the contractual services of ACL Carolina, Inc. for firing range cleaning services since April, 2024. The company has been effective and efficient in meeting our service needs, and we are requesting to continue this service for an additional three years . FINANCIAL IMPACT: The anticipated annual cost for this service is $96,000. Since this contract Page 3 of 27 4 Board of Commissioners Meeting Agenda April 20, 2026 contains a three-year term, a total of $288,000 is estimated to be spent. Funding is available in the adopted FY 2026 budget with future expenditures subject to annual BOCC budget appropriation . Contract - Telemetry & Remote Terminal Unit Replacement26-198 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with HDR Engineering Inc. of the Carolinas substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion . PRIOR BOARD ACTIONS: 1) March 15, 2021, Regular Meeting, Agenda Item #10 - Accepted scope of services as shown in Task Order 2020-01 with HDR Engineering Inc. of the Carolinas in the amount of $1,285,257 for the design and bidding of the telemetry and remote terminal unit replacement project . 2) August 14, 2023, Regular Meeting, Agenda Item #23-104 - Approved Task Order 2020-05 with HDR Engineering Inc. of the Carolinas in the amount of $1,769,328 for construction administration services . BACKGROUND: The approved Capital Improvement Program includes funding for the assessment, design, and replacement of System Control and Data Acquisition (SCADA) infrastructure. Master planning for SCADA system replacement, radio communications analysis (telemetry), human machine interface (HMI) software acquisition activities, design and construction of required improvements for the SCADA system computer network (network architecture), and the design work for the replacement of the telemetry system, remote terminal units (RTUs) and programmable logic controllers (PLCs) have been completed . The telemetry and RTU replacement project was advertised, awarded, and is presently under construction. To support the construction of the Telemetry and RTU Replacement project, construction administration services are required to ensure the project is constructed, tested, and integrated with existing systems in accordance with the project plans and specifications . The original scope of services for construction administration anticipated a 36-month project duration with a 75 percent utilization of a resident project representative (RPR). The project schedule has been extended by approximately 6 months and, due to greater than anticipated oversight needs, not only are additional hours for RPR services necessary but the utilization rate for RPR services must be increased to 100 percent for the remainder of the construction contract . Page 4 of 27 5 Board of Commissioners Meeting Agenda April 20, 2026 The additional scope of services detailed in the attached Amendment 01 to task order 2020-05 has been reviewed by UCW Engineering staff and is appropriate for the project . Services are to be provided on a not to exceed basis in the amount of $770,070 bringing the total contract amount to $2,539,398. FINANCIAL IMPACT: Funding is available within the adopted Capital Improvement Program to support the additional construction administration services described in Amendment 01 to Task Order 2020-05 in the amount of $770,070. Contract - Catawba River Water Treatment Plant Membrane Replacement 26-199 INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement 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 approved Capital Improvement Program includes funding for the capital investment needs of the Catawba River Water Treatment Plant (CRWTP). The most recent capacity expansion installed membrane filtration equipment which was placed in service in October 2020. After more than five years of operation, it has been determined the membrane filters require replacement . The original membrane equipment included an extended warranty which covered full replacement for the first two years and a pro-rated replacement for an additional five years . Staff from Union County, Lancaster County, and the CRWTP have worked with the original vendor, Veolia, to secure pricing, discounted from the pro-rated warranty rates, in the amount of $860,000. This includes the delivery and installation of replacement membrane filters, process optimization services, and annual service visits for a five-year term as detailed in the attached proposal. In accordance with our partnership with Lancaster County for the Catawba River Water Supply Project, Union County and Lancaster County are responsible for 50% of the total project costs in the amount of $430,000 each. FINANCIAL IMPACT: Funding is available within the adopted Capital Improvement Program to support Union County’s share of the costs for the membrane replacement as described in the attached proposal in the amount of $430,000. Contract - Ortho-Polyphosphate 40% for the Yadkin River Water 26-215 Page 5 of 27 6 Board of Commissioners Meeting Agenda April 20, 2026 Treatment Plant INFORMATION CONTACT: Chris Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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 County’s Yadkin River Water Treatment Plant uses Ortho-Polyphosphate 40% to minimize scaling and prevent corrosion in the distribution system . On October 3rd, 2026, the Procurement Department partnered with Union County Water, Water and Wastewater, Water Treatment Department to issue Invitation for Bid #2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40%. On February 6th, 2026, 3 bids for the title project were received and processed . All bids were tabulated, reviewed, and certified by Water Treatment . The bids ranged from $7.70 per gallon to $9.99 per gallon. The low bidder made exceptions to delivery time requirements in their bid and, therefore, were not selected . Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Shannon Chemical Corporation, in the amount of $8.07 per gallon. FINANCIAL IMPACT: The anticipated annual cost for this service is $60,000. Since this contract contains an initial one -year term, with four one-year renewal options, a total of $300,000 is estimated to be spent . Funding is available in the adopted FY2026 budget with future expenditures subject to annual BOCC budget appropriation . Contract - Backwash Basin Sludge Removal at the Yadkin River Water Treatment Plant. 26-216 INFORMATION CONTACT: Christopher Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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: Page 6 of 27 7 Board of Commissioners Meeting Agenda April 20, 2026 None. BACKGROUND: The Procurement Department partnered with Union County Water to issue Request for Proposals #2026-039 Yadkin Water River Treatment Plant Backwash Basin Sludge Removal. On December 19, 2025, four proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project . As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Bio-Nomic Services, Inc ., to provide sludge removal 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 $385,000.00. Since this contract contains an initial two-year agreement with three one-year renewal options, a total of $1,925,000.000 is estimated to be spent . Funding is available in the adopted FY 2026 budget with future expenditures subject to annual BOCC budget appropriation . Contract - Sodium Hydroxide 25% for the Yadkin River Water Treatment Plant 26-217 INFORMATION CONTACT: Chris Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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 County’s Yadkin River Water Treatment Plant uses Sodium Hydroxide 25% to adjust the pH and alkalinity of the water being treated . On October 3rd, 2026, the Procurement Department partnered with Union County Water to issue Invitation for Bid #2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25%. On February 6th, 2026, four bids for the title project were received and processed . All bids were tabulated, reviewed , and certified by UCW Water Treatment . The bids ranged from $1.05 per gallon to $1.44 per gallon. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Univar Solutions USA, in the amount of $1.05 per gallon. FINANCIAL IMPACT: The anticipated annual cost for this service is $60,000. Since this contract contains an initial term of one year, with four one-year renewal options, a total of $300,000 is estimated to be spent . Funding is available in the Page 7 of 27 8 Board of Commissioners Meeting Agenda April 20, 2026 adopted FY2026 budget with future expenditures subject to annual BOCC budget appropriation . Contract - Chemical Additive for Sludge and Solids Handling System26-218 INFORMATION CONTACT: Christopher Clark, Union County Water, Water and Wastewater Operations Director, 704-296-4215 ACTION REQUESTED: 1) 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, iii) terminate the Agreement if deemed in the best interest of the County; and 2) approve the standardization of CLARIFLOC C-6286, manufactured exclusively by Polydyne, Inc., as the County’s sludge and solids handling system product pursuant to N .C.G.S. §143-129(e) and section 3.8 of the Union County Procurement Policy, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW) and Wastewater Operations Department is requesting the purchase of CLAIRFLOC C-6286. During the construction of the solids handling facility , the manufacturer of the gravity belt and belt filter presses performed testing with multiple vendors and determined that Polydyne's CLAIRFLOC C-6286 was the most compatible product for our sludge and solids handling system, providing the best performance and the most cost effective . Since this time, UCW has issued two separate Invitation for Bids (IFB). During the IFB processes, UCW required all interested vendors to perform bench testing that met our standard. After completing the bench test, vendors were then required to run a one-week trial of their product. In both instances, Polydyne’s CLAIRFLOC C-6286 product was determined to be the most compatible product for our sludge and solids handling system and provided the best performance . UCW is requesting approval to process this item as a sole source standardized product in accordance with Section 3.8 of the UC Procurement Policy, item (ii): a needed product is available from only one source of supply . Standardizing the use of CLARIFLOC C-6286 will ensure operational consistency and support the long-term integrity of Union County ’s wastewater treatment systems . FINANCIAL IMPACT: The anticipated annual cost for this service is $150,000. Since this contract contains a one-year initial term, with four 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. Step 4 Economic Development Incentive Grant to Confidential Company 26-030 Page 8 of 27 9 Board of Commissioners Meeting Agenda April 20, 2026 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. Budget Amendment - Public Health Department26-185 INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate a total of $100,957 in additional state funding from the North Carolina Division of Public Health for the provision of maternal health services (AA 101), public health infrastructure support (AA 117), and services provided through the Food, Lodging, and Institutions Program of Environmental Health (AA 874), and 2) approve Budget Amendment XXXX. PRIOR BOARD ACTIONS: None. BACKGROUND: AA 101: The Maternal Health Program is administered in the Division of Public Health (DPH), within the Women, Infant and Community Wellness Section (WICWS), Maternal Health Branch . The primary mission of the Maternal Health Program is to ensure that all individuals who are pregnant and low-income have access to early and continuous prenatal and postpartum care. Every local health department, including districts, is eligible to receive funding for maternal health services in their community . The provision of high quality, risk appropriate perinatal care is a means of reducing maternal and infant morbidity and mortality . Page 9 of 27 10 Board of Commissioners Meeting Agenda April 20, 2026 Agreement Addendum #101 assures that local health departments provide access to early and continuous prenatal and postpartum care for individuals who are pregnant and low-income in North Carolina (NC). Prenatal care services include screenings, counseling, and referrals for psychosocial and nutrition problems; behavioral health intervention; and Care Management for High-Risk Pregnancies (CMHRP). In addition, local health departments will work to enhance public education and community awareness regarding risk prevention and reduction strategies . AA 117: Public health departments need to continue their response work, apply lessons learned, and prepare for future public health emergencies . The pandemic accentuated long-standing weaknesses and created new challenges to the public health infrastructure . This Centers for Disease Control and Prevention (CDC) funding, awarded to the North Carolina Division of Public Health for a five-year period ending October 31, 2027, recognizes a history of underinvestment in the public health system and the foundational services it provides . The Foundational Public Health Services (FPHS) framework was developed in 2013 to define a minimum package of core public health services areas that no public health jurisdiction can be without . The FPHS framework outlines the unique responsibilities of governmental public health and the vital role of governmental public health in a thriving community. These foundational service areas are core functions of local health departments and include 1) preventing the spread of communicable disease, 2) ensuring food, air, and water quality are safe, 3) supporting maternal and child health, 4) improving access and linkages to clinical care services, and 5) preventing chronic disease and injury . In addition to these foundational services, public health departments provide local protections and services unique to their community ’s needs. Foundational Capabilities are the cross-cutting skills, knowledge, and practice needed in order to support and provide core public health services, functions, programs, and activities which are key to ensuring opportunities for health, promoting wellbeing and achieving health outcomes across community. The Foundational Capabilities include : 1) Assessment & Surveillance, 2) Community Partnership Development, 3) Equity, 4) Organizational Competencies, 5) Policy Development & Support, 6) Accountability & Performance Management, 7) Emergency Preparedness & Response, and 8) Communications. AA 874: To fund a portion of local expenditures created by state-mandated Food, Lodging, and Institution (Food and Lodging) sanitation programs and activities, the legislature established a State Inspections, Statistics, and Fees Program within the Environmental Health Section. This program centralizes public health data; invoices Page 10 of 27 11 Board of Commissioners Meeting Agenda April 20, 2026 regulated facilities and distributes the funds in accordance with G .S. 130A-248(d). The receipts collected are redistributed to local environmental health programs in the form of aid to counties . II. III. The Agreement Addendum allows for the Local Health Department ’s environmental health program to implement state-mandated sanitation regulations. The funds from this Agreement Addendum are to be used to support local Food and Lodging programs and activities . The disbursement and fund purpose are described under “Regulation of food and lodging establishments” in North Carolina General Statute 130A-248(d) and under “Disbursements of Funds” in North Carolina Administrative Code 15A NCAC 18A .2901. FINANCIAL IMPACT: The County will receive a total of $100,957 in additional funding in FY26 from the North Carolina Division of Public Health for the provision of maternal health services ($9,731), to support public health infrastructure ($75,091) and for services provided through the Food, Lodging and Institutions Program of Environmental Health ($16,135). No County match is required. Grant Application - North Carolina Recreational Trails Program (RTP)26-192 INFORMATION CONTACT: Jim Chaffin, Parks & Recreation Services, Director, 704-283-3881 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate . PRIOR BOARD ACTIONS: None. BACKGROUND: The purpose of this grant program is to assist governmental agencies & non-profit organizations on the following eligible projects : new trail construction, maintenance and repairs, land acquisition, equipment purchases, and limited planning and permitting costs (up to 10%). The Recreational Trails Program (RTP) is a $1.5 million federal grant program, funded by the Federal Highway Administration, that supports the development and maintenance of motorized and non-motorized trails . In North Carolina, applications are reviewed by the NC Trails Committee, with final award decisions made by the Secretary of the North Carolina Department of Natural and Cultural Resources . The Parks & Recreation Department is proposing trail construction of approximately 0.47 mile (2,488 feet) to extend the existing paved trail at Cane Creek Park and connect accessibility from Shelter 2 to the boat Page 11 of 27 12 Board of Commissioners Meeting Agenda April 20, 2026 ramp. Improving accessibility and paving a path makes the trail usable for a wider range of people, including those with mobility challenges, strollers, and bikes. It also enhances safety, durability, and year-round usability, reducing erosion and maintenance needs . FINANCIAL IMPACT: The grant request will be for approximately $100,000. There is a 25% match required for this project which will be allocated from the existing budget. Special Revenue Ordinance Amendment - Catawba Nuclear Station Preparedness Funding 26-194 INFORMATION CONTACT: Andrew Ansley, Emergency Management, Director, 704-283-3575 ACTION REQUESTED: Adopt General Special Revenue Ordinance SRO 96C Amendment appropriating Catawba Nuclear Station Preparedness Funding . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County receives funding annually from Duke Energy in support of expenses incurred for preparedness of emergencies related to the Catawba Nuclear Station. The funding may be used for food and provisions, exercises, training, replacement of equipment, equipment repair and salaries. The funds received and held in the General Special Revenue Fund until Emergency Management requests the funds to be transferred into the Nuclear Station Preparedness Funding program . There are current expenditure accounts with Catawba Nuclear Station Preparedness which need to be balanced . FINANCIAL IMPACT: Accumulated funds totaling $50,000.00 are available for appropriation to the Catawba Nuclear Station Preparedness Funding program in the Salary account. Budget Amendment - Health Care Fund26-157 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Approve Budget Amendment # 21. PRIOR BOARD ACTIONS: None. BACKGROUND: With the completion of the Annual Comprehensive Financial Reports (ACFR) for FY 2025, staff are requesting the movement of General Fund Fund Balance to the Health Care Fund . Staff are recommending $5 million be moved from the General Fund Unassigned Fund Balance to the Health Care Fund. Page 12 of 27 13 Board of Commissioners Meeting Agenda April 20, 2026 FINANCIAL IMPACT: The Unassigned Fund Balance will decrease by $5 million and the Health Care Fund will be increased by $5 million. Budget Amendment - Building Code26-189 INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Budget Amendment #19. PRIOR BOARD ACTIONS: None. BACKGROUND: Building Code revenues have exceeded FY 2026 projections, enabling the strategic allocation of surplus funds to support the development of a comprehensive Stormwater Manual . FINANCIAL IMPACT: Recognize and appropriate $150,000 in additional revenue and expenses in Building Code. Tax Bill Correction Report for February 202626-158 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for February 2026. 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: February Refund amount = $3441.61 February 2026 NCVTS Motor Vehicle Tax Report26-177 INFORMATION CONTACT: Vann Harrell, Tax Administration, Tax Administrator 704-283-3748; Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: Approve the February 2026 NCVTS Motor Vehicle Tax Refund Report . Page 13 of 27 14 Board of Commissioners Meeting Agenda April 20, 2026 PRIOR BOARD ACTIONS: None. BACKGROUND: The refunds included in this report represent adjustments made to tax bills that resulted in refunds of motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the counties and the state. FINANCIAL IMPACT: $752.38 Tax Bill Correction Report for March 202626-196 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for March 2026. 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: March Refund amount = $960.98 Resolution Authorizing Limited Rounding of Cash Payments Due to Penny Discontinuations, with Exception of Property Tax Collections 26-181 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Adopt Resolution Authorizing Limited Rounding of Cash Payments due to Penny Discontinuation, with Exception for Property Tax Collections . PRIOR BOARD ACTIONS: None. BACKGROUND: Local governments in North Carolina are beginning to encounter some challenges in collecting cash payments as pennies become harder to obtain. The United States Mint has stopped producing new pennies, and many of the pennies already in circulation are not returning through banks. As fewer coins circulate, banks are increasingly unable to meet penny requests in change orders . Citizens/customers who do not already Page 14 of 27 15 Board of Commissioners Meeting Agenda April 20, 2026 have pennies may also have difficulty locating them . As a result, both citizens/customers and local governments are starting to find themselves unable to make exact cash transactions for small-cent amounts. Union County has started to experience challenges particularly in our Parks and Recreation fees and sales as well as in our Solid Waste collections at the Landfill where citizens are paying in coins and currency . Federal law, at 31 U.S.C. § 5103, states that United States coins and currency are “legal tender for all debts, public charges, taxes, and dues .” Most payments to local government fall into one or more of these categories; utility bills, permit fees, fines, service charges, contractual invoices, special assessments, system development fees, and taxes are typically fixed obligations set by law, ordinance, or contract . This suggests that local governments may be required to accept coins and currency as payment for these obligations. The fact that the Mint has stopped making pennies does not change the legal status of pennies as currency . The anticipated discontinuation or reduced circulation of the one-cent coin (“penny”) may create administrative burdens and inefficiencies in processing cash transactions that require exact change for Union County revenue collections. The resolution attached will provide authorization and guidance for revenue collections only when citizens have opted out of all other payment methods offered and when exact pennies are unavailable due to the penny discontinuation or supply limitations . The resolution authorizes rounding down to the nearest five-cent ($0.05) increments. Rounding procedures will consist of the following for cash payments . ·If the payor presents the exact amount owed in cash, including pennies, departments will accept the payment . ·If the payor does not have the exact amount in cash, the department will offer alternative payment methods such as check, debit or credit card, or ACH draft when applicable to current department’s payment methods. ·If the payor still prefers to pay in cash after being offered these alternatives, the unit will apply the unit ’s rounding procedure to determine the amount of cash to be collected as outlined in Section 2 of this Resolution. ·The payor’s account will always be credited with the exact amount owed, regardless of any rounding that occurs in the cash exchange and departments will report any rounding down of cash collections as shortages on their daily revenue reporting . This Resolution shall not apply to the collection of : ·Ad valorem property taxes; ·Registered motor vehicle taxes; ·Special assessments collected as property taxes; or ·Any related interest, penalties, advertising costs, or collection Page 15 of 27 16 Board of Commissioners Meeting Agenda April 20, 2026 remedies imposed pursuant to Chapter 105 of the North Carolina General Statutes. ·Any other tax required collection of the exact amount due by applicable law. All such obligations shall be collected in the exact amount due as required by law, including but not limited to G .S. 105-350, G.S. 105-357, and G.S. 105-360. FINANCIAL IMPACT: Minimum impact on daily cash revenues for departments . Contract - Auditing Services26-226 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Authorize 1) the County Manager to negotiate an agreement substantially consistent with this agenda item; 2) the Chair to the Board to execute an agreement substantially consistent with this agenda item; 3) the County Manager to exercise any renewal or extension term options set forth in the Agreement and terminate the Agreement if deemed in the best interest of the County, in the County Manager ’s discretion. PRIOR BOARD ACTIONS: 1) April 18, 2022, Regular Meeting, Agenda Item #22-212 - Approved FY22 Financial Audit Contract 2) May 5, 2023, Regular Meeting, Agenda Item #23-236 - Approved FY23 Financial Audit Contract 3) April 1, 2024, Regular Meeting, Agenda Item #24-209 - Approved FY24 Financial Audit Contract 4) March 17, 2025, Regular Meeting, Agenda Item #25-136 - Approved FY24 Financial Audit Contract BACKGROUND: Through Request for Proposals #2022-039 Auditing Services, Cherry Bekaert, LLP was awarded the financial audit contract to provide auditing services for Union County. As required by the North Carolina Local Government Commission (LGC), the auditing contract must be awarded on an annual basis with approval from the Board of Commissioners . This request is to award a contract to Cherry Bekaert, LLP to perform the financial audit of Union County's accounting records for FY 2026. The Finance Department has utilized the contractual services of Cherry Bekaert, LLP for auditing services since April 2022. The firm has been effective and efficient in meeting our service needs, and we are requesting to continue this service for the fiscal year 2026 financial audit. FINANCIAL IMPACT: The anticipated annual cost for this service is $154,000 and is budgeted accordingly for FY2026. Authorization of Real Estate Purchase26-193 INFORMATION CONTACT: Page 16 of 27 17 Board of Commissioners Meeting Agenda April 20, 2026 Clayton Voignier, County Manager’s Office, Assistant County Manager, 704-283-3687 ACTION REQUESTED: 1) 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, iii) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion, and 2) approve Capital Project Ordinance #349C. PRIOR BOARD ACTIONS: None. BACKGROUND: This real estate purchase agreement is for 8.01 total acres in Monroe from two tax parcels identified as: tax parcel number 09-274-035 consisting of 6.32 acres and tax parcel number 09-274-035D consisting of 1.978 acres both owned by Monroe Marketplace Partners, LLC . Capital project ordinance (CPO) 349C appropriates $807,214 in 2/3rds general obligation bond premiums to support, in part, this real estate purchase and the associated attorney and title fees . FINANCIAL IMPACT: $4,140,000. Includes the real estate purchase price of $4,100,000, and associated attorney and title fees at $40,000. Resolution - Six Remnant Defendants Opioid Settlement Participation 26-219 INFORMATION CONTACT: Click or tap here to enter text. ACTION REQUESTED: Click or tap here to enter text . PRIOR BOARD ACTIONS: Click or tap here to enter text . BACKGROUND: Click or tap here to enter text . FINANCIAL IMPACT: Click or tap here to enter text . Change Order - Government Center First Floor Finishes and Lobby Renovation Project 26-206 INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704-420-2626 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the agreement, and 3) terminate the agreement if deemed in the best interest of the County, each in the Page 17 of 27 18 Board of Commissioners Meeting Agenda April 20, 2026 County Manager’s discretion PRIOR BOARD ACTIONS: April 07, 2025, Regular Meeting, Agenda Item #25-179 - Accepted low bid and authorized award of construction contract to Heartland Contracting, LLC, for the Government Center First Floor Finishes and Lobby Renovation project. BACKGROUND: The original project scope included changes to the lobby floor plan, new security counter, card activated entrance and exit gates, replacement flooring, paint, lighting and ceiling tiles in the lobby and main hallway and new carpet and paint in the Board meeting room and Board conference room. This change order is for the renovation of four existing first-floor restrooms in the amount of $305,154.00. The original contract price was $424,630.00 and with this change order will increase to $729,784.00. FINANCIAL IMPACT: The cost of this change order is $305,154.00. There are sufficient funds in capital account 40080069 Facilities Repair and Renovation to cover this expense. Contract Amendment - South Piedmont Regional Autopsy Center Guaranteed Maximum Price Approval 26-207 INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704-420-2626 ACTION REQUESTED: 1) Authorize the County Manager to i) negotiate and execute an agreement substantially consistent with the agenda item, ii) exercise any renewal or extension term options set forth in the Agreement, iii) terminate the Agreement if deemed in the best interest of the County, each in the County Manager’s discretion, and 2) adopt Resolution Providing Notice of Construction of the South Piedmont Regional Autopsy Center. PRIOR BOARD ACTIONS: 1) June 17, 2024, Regular Meeting, Agenda Item # 24-418 - Approved Construction Manager at Risk delivery method 2) May 05, 2025, Regular Meeting, Agenda Item # 25-215 - Approved design contract with CPL Architects and Engineers, P .C. 3) May 05, 2025, Regular Meeting, Agenda Item # 25-216 - Approved Preconstruction Services Agreement with Wharton Smith, Inc . 4) October 20, 2025, Regular Meeting, Agenda Item # 25-640 - Approved design contract amendment with CPL Architects and Engineers, P .C. BACKGROUND: This request is to approve a contract amendment with Wharton Smith, Inc. for an early release electrical package bid by Wharton Smith, Inc . for the South Piedmont Regional Autopsy Center . This request is only to purchase long lead time electrical equipment and future, “Guaranteed Maximum Price” (GMP) amendment(s) will be brought back to the Board Page 18 of 27 19 Board of Commissioners Meeting Agenda April 20, 2026 for consideration at the appropriate time(s). This project will include a new one-story building at approximately 15,000 gsf, site work and utilities located on the parcel adjacent to the Union County Sheriff's Office campus. Below is a summary of the construction costs associated with the Construction Manager at Risk contracts : Preconstruction Services $ 111,206.00 (previously approved) GMP 01 - Early Electrical Package $ 411,600.00 (current request) FINANCIAL IMPACT: The total cost of the Guaranteed Maximum Price Amendment, GMP 01 included in this request, is $411,600.00. Sufficient funds are available in capital account 40080222 South Piedmont Regional Autopsy Center to cover this expense. Resolution - Surplus Vehicle Sale26-208 INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at electronic auction of the surplus property described in Attachment A as per the terms and conditions as specified in the online auction service provider contract, and 3) authorizes the Procurement Director or their designee to execute any and all documents necessary to transfer title to said property on behalf of Union County. BACKGROUND: North Carolina General Statutes allow the disposition of personal property by local governments through a variety of means including private negotiations and sale; advertisement for sealed bids; negotiated offer, advertisement, and upset bid; public auction; or exchange . In 2001, the legislature amended the Statues to provide for disposition of property through electronic auction . The sale will begin April 27, 2026, at 9:00 AM and end May 11, 2026, with incremental closings as indicated on Attachment A . A summary of the vehicle information is listed below. Additional vehicle information can be found on Attachment A . UCSO ·(1) 2014 DODGE CHARGER ·(4) 2016 DODGE CHARGER Page 19 of 27 20 Board of Commissioners Meeting Agenda April 20, 2026 ·(1) 2017 CHEVROLET CAPRICE HHS - SOCIAL SERVICES ·(1) 2014 CHEVROLET IMPALA ·(5) 2016 CHEVROLET IMPALA UC WATER ·(1) 2014 FORD F350 The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with the following terms of sale: 1. Sale to the highest bidder with all sales final . 2. All items sold “as is” with no warranty, expressed or implied, which extends beyond the description of the item . 3. Purchasers must remove vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer ’s Certificate. 4. Payment must be made online through the online auction website . Payment in full is due not later than five (5) business days from the time and date of the Buyers Certificate . Payment will not be accepted onsite . FINANCIAL IMPACT: Estimated revenue is $61,000. The revenue will be returned to the fund from which the asset came. Minutes for Approval26-184 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 to the Board for review and approval . FINANCIAL IMPACT: None Information Only Human Resources Reports for February 202626-176 INFORMATION CONTACT: Julie Broome, Human Resources, Director, 704-283-3869 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. Page 20 of 27 21 Board of Commissioners Meeting Agenda April 20, 2026 BACKGROUND: These reports include all new hires, separations from service, and retirements for Union County Local Government for the month of February 2026. FINANCIAL IMPACT: None. Human Resources Reports for March 202626-209 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 March 2026. FINANCIAL IMPACT: None. Tax Refunds, Releases and Prorations Approved by Finance Officer26-178 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for Tax Releases and Refunds of less than $100 to Union County's Finance Officer . The resolution and NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on requests for releases or refunds . All such actions shall be recorded in the Board's minutes . NC GS 105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the county finance officer related to surrendering of registered motor vehicle plates . The finance officer shall issue a refund to the vehicle owner . The attached report is for February 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer . FINANCIAL IMPACT: None. Tax Collector’s Departmental Report for February 202626-180 INFORMATION CONTACT: Page 21 of 27 22 Board of Commissioners Meeting Agenda April 20, 2026 Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: The report reflects the totals of all tax transactions within the Tax Collector’s Office for the month of December 2026 required by NCGS 105-350(7). FINANCIAL IMPACT: None. Wastewater Treatment Capacity - Monthly Update26-197 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 February 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.7% ·Percent of Actual + Permitted Flows = 88.8% ·Actual Flows (MGD)= 5.228 ·Actual + Permitted Obligated Flows (MGD)= 6.661 Crooked Creek ·Percent of Actual Flows = 63.5% ·Percent of Actual + Permitted Flows = 88.3% ·Actual Flows (MGD)= 1.207 ·Actual + Permitted Obligated Flows (MGD)= 1.678 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 Page 22 of 27 23 Board of Commissioners Meeting Agenda April 20, 2026 Tallwood ·Percent of Actual Flows = 40.0% ·Percent of Actual + Permitted Flows = 40.0% ·Actual Flows (MGD)= 0.020 ·Actual + Permitted Obligated Flows (MGD)= 0.020 Grassy Branch ·Percent of Actual Flows = 78.0% ·Percent of Actual + Permitted Flows = 80.0% ·Actual Flows (MGD)= 0.039 ·Actual + Permitted Obligated Flows (MGD)= 0.040 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 February 2026 are summarized in the attached tables . FINANCIAL IMPACT: None. Communications Monthly Report - March 202626-202 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. Contract Report January - March 202626-221 INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Page 23 of 27 24 Board of Commissioners Meeting Agenda April 20, 2026 Per Section XVIII of the FY 2026 adopted Operating and Capital Budget Ordinance, the contract report lists executed contracts and purchase orders that were entered into by the County Manager or Procurement designee from January through March 2026. FINANCIAL IMPACT: As noted on contracts and purchase orders . Business Rezoning Petition RZ-2026-002 Augustine Properties26-205 INFORMATION CONTACT: John E. Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Approve or deny proposed rezoning. PRIOR BOARD ACTIONS: March 16, 2025, Regular Meeting, Agenda Item # 26-152 - Conduct public hearing BACKGROUND: This case is requesting one parcel totaling approximately 0.5 acres appearing on the tax map as tax parcel 04-198-014A at 3810 Richardson Rd from RA-40 to R-15. The rezoning request is a “straight” rezoning, so there are no conditions associated with this request . The Land Use Board evaluated this proposal at its February 24 meeting and recommended approval on a 6-1 vote, citing consistency with the land use map. A public hearing was conducted March 16, 2026, and no one spoke for or against the proposed rezoning . FINANCIAL IMPACT: None. South Piedmont Community College Long-Term Capital Planning26-187 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive presentation from South Piedmont Community College on long-term capital planning. PRIOR BOARD ACTIONS: None. BACKGROUND: South Piedmont Community College (SPCC) has identified capital projects in their long-term capital plan based on the growth of SPCC that has created opportunities and facility needs . FINANCIAL IMPACT: Page 24 of 27 25 Board of Commissioners Meeting Agenda April 20, 2026 To be determined based on execution of the long-term capital plan . Union County Public Schools 2026 Bond Referendum Request26-186 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive presentation from Union County Public Schools (UCPS) for consideration to place a bond referendum on the November 2026 General Election ballot . PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Board of Education passed a resolution at their March 10, 2026 meeting to request the Union County Board of County Commissioners place a bond referendum on the November 2026 General Election ballot for Union County Public Schools projects totaling $173,259,570. FINANCIAL IMPACT: To be determined based on final bond referendum request . Union County New Jail Construction Options26-227 INFORMATION CONTACT: Brian Matthews, County Manager’s Office, County Manager, 704-292-2597 ACTION REQUESTED: Board to select preferred option to move forward with . PRIOR BOARD ACTIONS: 1) December 4, 2023, Regular Meeting, Agenda Item # 23-819 - Approved Construction Manager at Risk Delivery Method 2) August 12, 2024, Regular Meeting, Agenda Item # 24-564 - Approved Design Contract for Architectural Services to Complete UC Jail Study 3) February 3, 2025, Regular Meetings, Agenda Item # 25-055 - Received update on Jail Study. 4) February 12, 2025, Work Session, Agenda Item # 25-082 - Received information regarding jail size scenarios and cost estimates . 5) February 18, 2025, Regular Meeting, Agenda Item # 25-095 - Received information regarding population estimates and jail size comparisons. 6) March 3, 2025, Regular Meeting, Agenda Item # 25-113 - Approved Option 2 (500 bed/600 core) to complete the consultant's work for the jail study, which includes operational modeling and staffing costs . Requested the same information for a 400 bed/600 core. 7) May 19, 2025, Regular Meeting, Agenda Item # 25-294 - Received information on construction costs, operational modeling, and staffing costs for 400 bed/600 core and 500 bed/600 core options. 8) August 11, 2025, Regular Meeting, Agenda Item # 25-504 - Approved moving forward with Existing Jail Adaptive Reuse Study; Directed staff to Page 25 of 27 26 Board of Commissioners Meeting Agenda April 20, 2026 move forward with 600 bed core/500 bed capacity; and Approved a bond referendum on November 2026 ballot as funding strategy. 9) March 12, 2026, Work Session, Agenda Item # 26-170 - Received findings from Existing Jail Adaptive Reuse Study. BACKGROUND: The County has developed four proposals for the construction of a new jail. Two of these options call for a reuse of portions of the current jail . The board will need to decide which option they would like to move forward with to allow staff to prepare it for the November referendum . FINANCIAL IMPACT: To be determined based on preferred option . November 2026 Bond Referendum Request and Financing Debt Modeling 26-212 INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive direction from the Board of County Commissioners on projects that should be considered for placement on the November 2026 General Election Ballot. PRIOR BOARD ACTIONS: None BACKGROUND: County departments, Union County Public Schools and South Piedmont Community College submit annually through the long-term capital planning process their request for long-term capital needs . Union County Board of Commissioners received a presentation at the March 12th, 2026, Board Retreat for options for a new Union County Jail and associated property tax rate impacts . Union County Public Schools will present their projects for consideration at the April 20th meeting. This presentation will give an overview of the capital request that would require a long-term revenue source for consideration to be placed on the November 2026 Election Ballot and provide property tax debt rate impacts for the County as well as UCPS to illustrate the future debt service requirements associated with capital project financing . FINANCIAL IMPACT: To be determined based on bond referendum approvals . Presentation - FY2027-FY2030 Opioid Settlement Strategic Plan26-220 INFORMATION CONTACT: Patrick Niland, County Manager ’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: Page 26 of 27 27 Board of Commissioners Meeting Agenda April 20, 2026 None. PRIOR BOARD ACTIONS: September 15, 2025, Regular Meeting, Agenda Item # 25-570 - Received information related to strategic planning for the Opioid Settlement Fund . BACKGROUND: Staff will present the final recommended funding plan for fiscal years 2027 through 2030. This plan calls for funding various community partners, Union County Public Schools, and certain Union County operations. A resolution to adopt the proposed plan is expected to be included on the Consent Agenda of the May 4, 2026, meeting. FINANCIAL IMPACT: None. Appointment of Three (3) Members to the Broadband Committee26-204 INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Appoint members to fill three (3) vacancies on the Broadband Committee due to term expirations. PRIOR BOARD ACTIONS: May 20, 2024, Regular Meeting, Agenda Item #24-319 - Appointed seven members to Committee . BACKGROUND: The terms of three members serving on the Broadband Committee are expiring. Two of the individuals have applied for reappointment and the third individual currently serving has not reapplied . Three applications have been received, and all applicants are eligible to serve : 1.Hank Gamber - applying for reappointment 2.Robert Mullis - applying for reappointment 3.Andy Iamaio FINANCIAL IMPACT: None. County Manager's Comments Commissioners' Comments Adjournment Page 27 of 27 28 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-203 Agenda Date:4/20/2026 TITLE:..title Public Hearing - Rezoning Petition RZ-2026-004 McAlister INFORMATION CONTACT: John Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Conduct public hearing for proposed rezoning. PRIOR BOARD ACTION: None. BACKGROUND: This case is a request to rezone one parcel totaling 10.848 acres appearing on the tax map as tax parcel 04-036-007 located on Pageland Highway from Highway Corridor (HC) with Conditions to Light Industrial (LI). The rezoning request is a straight rezoning, so there are no conditions associated with this request. The Land Use Board evaluated this proposal at its March 17 meeting and recommended approval on a 7-0 vote, citing consistency with the land use map. If the Board of Commissioners wishes to make a decision on the rezoning petition, it can consider the following motions. TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition RZ-2026-004; and (ii) adopt the consistency and reasonableness statement for denial. FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™29 30 31 32 1 Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Rezoning Request RZ-2026-004 This case is a request to rezone one parcel totaling 10.848 acres appearing on the tax map as tax parcel 04-036-007 located on Pageland Highway from Highway Corridor (HC) with Conditions to Light Industrial (LI). The rezoning request is a straight rezoning, so there are no conditions associated with this request. Contact Information 1. Staff: John Wear, Senior Planner, 704-283-3605, john.wear@unioncountync.gov 2. Owner: Winding Creek, LLC, 5226 Leonard Morgan Road, Marshville, NC 28103 3. Applicant: Tommy McAlister, Jr., 5234 Leonard Morgan Road, Marshville, NC 28103 Property Information Located on the west side of Pageland Highway south of Claude Austin Road. Location more specifically described as tax parcel 04-036-007. 33 2 Municipal Proximity The site is approximately three miles south of the City of Monroe. North of Site Site Opposite Site South of Site 34 3 Existing Land Use and Development Status The parcel is currently zoned Highway Corridor (HC) with Conditions and currently is used for office and contractor equipment storage. The property was rezoned in 2016, with the following restrictions: off-premise signs, campground/RV park, flea market, or Type 3 mini-storage. 35 4 Environmental Features There are no streams, wetlands or floodplain on site. 36 5 Utilities Public water and sewer are not available to the site. Zoning and Land Use History The parcel has been zoned HC with Conditions since 2016 and had been used as a gun shop and most recently an office and equipment storage facility. A telecommunications tower had been located on the site but was removed within the past several years. The properties immediately to the north had been rezoned to Light Industrial and Light Industrial with Conditions in 2024 to adjust property boundaries. 37 6 Schools Because this rezoning request is commercial in nature, UCPS was not consulted for comments. Transportation This site is on US 601, which is a NCDOT-maintained facility. This section of US 601 carries approximately 14,000 vehicles per day. There are no funded road improvement projects in the immediate vicinity of the rezoning. A traffic Impact Analysis (TIA) was not required for this rezoning. Because there are no proposed uses with the rezoning, staff are unable to assess impacts on the corridor. 38 7 Union County Comprehensive Plan The Union County 2050 comprehensive plan identifies this area as an Employment Corridor overlaid upon Rural Residential. The proposed zoning district is therefore considered appropriate, although a lack of utilities may mean that the site cannot be fully utilized with a significant number of employees or customers. Public and Municipal Comments Public Comments A community meeting was not required since this is not a conditional rezoning request. Municipal Comments Monroe was not consulted due to the distance to their municipal limits. 39 8 Recommendations Land Use Board The Land Use Board evaluated this rezoning request at its March 17, 2026, meeting. The Board recommended approval on a 7-0 vote, citing consistency with the land use map. Planning Department This part of Union County is identified for employment uses as an overlay over rural residential and agricultural land uses. The proposed zoning is consistent with the adopted Plan because of the appropriate size of the parcel, proximity to adjacent industrial parcels, and previous development history. Because of these aspects of the development, staff recommend approval of this rezoning application. 40 BOCC Motions for Proposed Amendment to the Union County Zoning Map (RZ-2026-004) The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (RZ-2026-004) submitted by Tommy McAlister, Jr., requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 10.848 acres appearing on the tax map as tax parcel 04-036-007 along US 601 from Highway Corridor with Conditions (HC CZ) to Light Industrial (LI). TO APPROVE THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) Motion (i) Adopt the Ordinance Approving Revision to the Official Zoning Map of Union County, North Carolina, and (ii) adopt the consistency and reasonableness statement for approval. TO DENY THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) Motion (i) Deny rezoning petition RZ-2026-004 from Tommy McAlister, Jr.; and (ii) adopt the consistency and reasonableness statement for denial. 41 Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (RZ-2026-004) submitted by Tommy McAlister, Jr., requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 10.848 acres appearing on the tax map as tax parcel 04-036-007 along US 601 from Highway Corridor with Conditions (HC CZ) to Light Industrial (LI). CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (RZ-2026-004) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that adoption of the proposed map amendment is consistent with the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the proposed map amendment (i) takes into account the need to amend the zoning map to meet the needs of the community, and (ii) is reasonable and in the public interest because: 1. The proposed use is consistent with the Plan. The Plan’s Land Use Map identifies this area as Rural Residential with an Employment Corridor overlay. The Plan provides that a variety of employment uses may be appropriate along an Employment Corridor. Development uses that may be appropriate include distribution, logistics, aeronautics, industrial, and agri-business. A rezoning to Light Industrial would allow for many of these development uses contemplated for an Employment Corridor under the Plan. 2. The parcel of land is a larger parcel (over ten acres) and is reasonable in size for the proposed zoning district. 3. An immediately adjacent property is already zoned as Light Industrial, with the subject property also having direct access to US 601. The property is also located within approximately a three-quarter mile radius of an existing commercial use. 4. The benefits to the community at large, the neighbors, and the property owners of the proposed rezoning outweigh any detriments to the neighbors and others caused by the rezoning. The benefits of this rezoning include potentially allowing for increased employment or business uses for the surrounding community to utilize, as well as developing an area designated in the Plan for development along a significant transportation corridor in the County. The potential detriments of the proposed rezoning, depending upon the allowed use utilized in the proposed zoning district, include any increased noise, light, and traffic exposure from the use that could affect nearby properties. 42 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) (RZ-2026-004) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”) does hereby find and determine that this rezoning petition is inconsistent with the Union County Comprehensive Plan (the “Plan”) and that denial of the proposed map amendment is reasonable and in the public interest because: 1. Future allowed uses on the property under certain uses allowed in Light Industrial districts could result in increased congestion on the roads and streets adjacent and nearby to the property. Traffic congestion is a noted concern in the Plan. 2. Certain uses allowed in a Light Industrial zoning district are not employment uses that are contemplated uses in an Employment Corridor as identified in the Plan. 3. The proposed rezoning will facilitate ongoing and potential future industrial uses in close proximity to existing residential uses, including residential uses in areas identified as Rural Residential. 43 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map (“Zoning Map”); and WHEREAS, Union County has received rezoning petition (RZ-2026-004) submitted by Tommy McAlister, Jr., requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 10.848 acres appearing on the tax map as tax parcel 04-036-007 along US 601 from Highway Corridor with Conditions (HC CZ) to Light Industrial (LI) (the “Rezoning Petition”); and WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition; and WHEREAS, the Board has determined that approval of the Rezoning Petition and rezoning the subject parcel from Highway Corridor with Conditions (HC CZ) to Light Industrial (LI) is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement. NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners as follows: 1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 04-036-007 along US 601 from Highway Corridor with Conditions (HC CZ) to Light Industrial (LI). 2. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2026. ________________________________________ Brian Helms Chair, Union County Board of Commissioners 44 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-182 Agenda Date:4/20/2026 TITLE:..title Proclamation - National Public Health Week 2026 INFORMATION CONTACT: Traci Colley, Human Services Agency - Public Health, Director, 704-283-3717 ACTION REQUESTED: Adopt Proclamation recognizing April 6-12, 2026 as National Public Health Week in Union County. PRIOR BOARD ACTIONS: None. BACKGROUND: The American Public Health Association established National Public Health Week to recognize the contributions of public health professionals and to highlight the importance of prevention and community partnerships in building healthier communities. FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™45 PROCLAMATION BY THE UNION COUNTY BOARD OF COMMISSIONERS RECOGNIZING NATIONAL PUBLIC HEALTH WEEK WHEREAS, the health of a community is one of its greatest strengths, and the residents of Union County benefit every day from dedicated efforts to prevent disease, promote healthy living, and protect the well-being of families, children, and future generations; and WHEREAS, the Union County Public Health Department plays a vital role in safeguarding community health through prevention, education, environmental protections, and preparedness for emerging health threats; and WHEREAS, Union County Public Health provides a wide range of essential services that support the health of individuals, families, and communities across the county; and WHEREAS, these services include programs that promote women’s health, including breast and cervical cancer prevention, as well as services that support child health and healthy development for infants, children, and families; and WHEREAS, Union County Public Health works to protect residents through communicable disease prevention and control, including tuberculosis (TB) and sexually transmitted infection (STI) prevention and treatment, along with immunization and disease surveillance; and WHEREAS, the department provides nutrition services through the Women, Infants, and Children (WIC) Program, along with health education and community outreach that empower residents to make informed decisions and improve health outcomes; and WHEREAS, Union County Public Health also protects the community through environmental health services, public health veterinary services, dental clinic services, vital records, and public health preparedness, ensuring the county is ready to respond to emergencies and emerging health threats; and WHEREAS, the American Public Health Association established National Public Health Week to recognize the contributions of public health professionals and to highlight the importance of prevention and community partnerships in building healthier communities; NOW, THEREFORE, BE IT PROCLAIMED, that the Union County Board of Commissioners hereby recognizes April 6–12, 2026, as National Public Health Week in Union County, and encourages all residents to join in recognizing the vital contributions of public health professionals and to support efforts that protect and promote the health of our community. Adopted on this 20th day of April 2026. ATTEST: _____________________________ __________________________________ Lynn G. West, Clerk to the Brian W. Helms, Chair Union County Board of Commissioners Union County Board of Commissioners 46 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-183 Agenda Date:4/20/2026 TITLE:..title Contract - ABC Law Enforcement for Wingate ABC Board INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with Wingate ABC Board 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: North Carolina General Statutes Chapter 18B requires each ABC Board to either employ an ABC law enforcement officer or contract with a local law enforcement agency. The Wingate ABC Board has determined that contracting with Union County Sheriff’s Office is the most efficient method of meeting this statutory obligation. The attached agreement states that the Agency (Union County Sheriff’s Office) “shall provide ABC law enforcement within the boundaries of the Town of Wingate in return for the sum of approximately $12,000 annually, to be paid in quarterly installments.” UCSO deputies will perform ABC enforcement duties as part of their regular assignments. The contract clarifies that deputies “remain under the exclusive control, direction, and supervision of the Union County Sheriff” and are not employees of the ABC Board. The contract also requires monthly reporting to the ABC Board on arrests, agency assists, and alcohol education activities. The agreement continues in effect until terminated by either party with 30 days’ written notice. FINANCIAL IMPACT: The Wingate ABC Board will reimburse Union County approximately $12,000 annually, adjusted as required by NCGS 18B-805(c)(2). Funds are received quarterly and support the cost of providing ABC law enforcement services. Union County, NC Printed on 4/8/2026Page 1 of 1 powered by Legistar™47 Contract for ABC Law Enforcement State of North Carolina THIS CONTRACT is entered into on _______________________, by and between the Wingate ABC Board (hereinafter “ABC Board”) and Union County, North Carolina, acting through the Union County Sheriff’s Office (hereinafter “Agency”), for the purposes set forth below: WHEREAS, North Carolina General Statutes Chapter 18B requires that the ABC Board either hire an ABC law enforcement officer or contract for ABC law enforcement with a local law enforcement agency; and WHEREAS, the ABC Board is required by law to expend at least 5% of profits for ABC law enforcement; and WHEREAS the ABC Board is of the opinion that contracting with the Agency for ABC law enforcement would constitute the most efficient use of its ABC law enforcement funds; and WHEREAS the Agency agrees to provide ABC law enforcement in the Town of Wingate in return for the agreed funding: NOW, THEREFORE, IT IS AGREED that: 1. The Agency shall provide ABC law enforcement within the boundaries of the Town of Wingate in return for the sum of approximately $12,000 annually, to be paid in quarterly installments. This amount shall be adjusted as needed to equal the amount required by North Carolina General Statutes § 18B-805(c)(2) to be expended on ABC law enforcement. 2. The Agency agrees to assign current Union County Sheriff’s deputies to provide ABC law enforcement services (the “Services”) on a rotating basis in accordance with Union County Sheriff’s Office (“UCSO”) operational needs. The Agency shall be solely responsible for hiring, equipping, and supervising all UCSO employees who may be charged with the duty of enforcing the ABC laws. a. The UCSO deputies performing the Services pursuant to this contract shall at all times during the term of this contract be employees of the Union County Sheriff and shall at no time be employees of the ABC Board. b. The UCSO deputies remain under the exclusive control, direction, and supervision of the Union County Sheriff or his designee, and such deputies are subject to the policies and procedures of the Union County Sheriff’s Office. 48 c. The Agency shall be solely responsible for paying compensation to the UCSO deputies who perform the Services and shall be exclusively responsible for providing those benefits to which the deputies are entitled pursuant to Agency policies and procedures. d. All equipment and other property purchased by the Agency pursuant to this contract shall be and remain the property of the Agency during the term of this contract and following its termination. 3. The Agency shall incorporate the Services into UCSO deputies’ regular job duties and may receive specific requests from the ABC Board for assistance in such matters as ABC store security, protection of ABC store deposits, and the investigation of internal and external theft. No UCSO deputy shall be assigned to perform the Services on a full-time or full-time equivalent basis. It is the intent of this contract that the schedule of hours worked and duties performed by UCSO employees within each cycle be determined by the Union County Sheriff or his designee. 4. The Agency shall report to the ABC Board by the 5th business day of each month on a form developed by the Commission the following: a. The number of arrests made for ABC law, Controlled Substance Act, or other violations, by category, at ABC permitted outlets. b. The number of arrests made for ABC law, Controlled Substance Act, or other violations, by category, at other locations. c. The number of agencies assisted with ABC law or controlled substance related matters. d. The number of alcohol education and responsible server programs presented. 5. This contract shall continue in effect until such time as either party desires to cancel the contract. Either party may cancel this contract upon 30 days’ written notice to the other party. 6. This contract may be amended by the parties upon mutual execution of a written amendment to this contract. 7. Each party to this contract will be responsible for its own actions in providing service under this contract and neither party shall be liable for any civil liability that may arise from furnishing of the service by the other party. a. Nothing in the performance of this contract shall impose any liability on the Agency or the ABC Board other than claims for which liability may be imposed by applicable law. 49 b. By entering into this contract, the parties do not intend to create any obligations, express or implied, other than those set out herein. 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. Wingate ABC Board BY: ___________________________________________(SEAL) Name & Title: _________________________________________ Union County BY: ___________________________________________(SEAL) Brian W. Matthews, County Manager Approved as to Legal Form CAM 50 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-213 Agenda Date:4/20/2026 TITLE:..title Contract - Cleaning Services at the UCSO Firing Range INFORMATION CONTACT: Dorothy Thomas, Public Safety Finance Administrator, Union County Sheriff’s Office, 704-283-3578 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: 1) April 15, 2024, Regular Meeting, Agenda Item # 24-260 - Approved Contract 2) April 14, 2025, Regular Meeting, Agenda Item # 25-213 - Approved Contract BACKGROUND: The Union County Sheriff’s Office (UCSO) requests approval to enter into a contractual service agreement with ACL Carolina, Inc. for recurring cleaning services at the UCSO Firing Range. These services are essential for maintaining a safe training environment for officers, including the removal of debris and lead-contaminated materials using heavy-duty equipment. The Sheriff’s Office has utilized the contractual services of ACL Carolina, Inc. for firing range cleaning services since April, 2024. The company has been effective and efficient in meeting our service needs, and we are requesting to continue this service for an additional three years. FINANCIAL IMPACT: The anticipated annual cost for this service is $96,000. Since this contract contains a three-year term, a total of $288,000 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 4/9/2026Page 1 of 1 powered by Legistar™51 P R O P O S A L AdvantaClean of Monroe 1405-A Babbage Lane Indian Trail, NC 28079 (704) 256-4869 ac.monroe@advantaclean.com https://advantaclean.com/monroe-nc/ Billing Address Scott Green 3344 Presson Road Monroe, NC 28112 Job # 76711490 Date 2/3/2026 Total $12,750.00 This proposal expires on 5/4/2026 12:00:00 AM Item Description Qty Rate Amount Other - Indirect Service Full Gun Range Cleanup: Quarterly.Includes full range, both sets of fans,and area behind fans. Includes debrisremoval and equipment rental. Servicecontract valid 04/01/26 - 04/01/29 1 $12,750.00 $12,750.00 Subtotal $12,750.00 Tax $0.00 Total $12,750.00 _________________________________ Authorized By: ____________________________ Date S C O P E O F W O R K T E R M S A N D C O N D I T I O N S Property Owner: Union County Service Address Scott Green 1424 Mills Harris Rd Wingate, NC 28174 (704)320-5198 (Mobile) scott.green@unioncountync.gov AdvantaClean: By: _________________________________ Corey Chittenden Date: ________________ Union County: Approved as to Legal Form: NAR Brian W. Matthews, County Manager General Practices: AdvantaClean provides cleanup services in accordance with current EPA standards. As all projects are different, the exact methodology used will depend on our professional opinion, the type of material(s) affected and your exact property conditions. Gun Range Cleaning: Gun Range floor and fans will be cleaned thoroughly by explosion-proof / HEPA vacuum, with further cleaning of the floor to be followed by mopping and/or mechanized floor scrubber. Hidden Damage: This Scope of Work is based upon visual observations at the time of inspection. Occasionally, hidden or additional damage is discovered during the course of work that could expand the scope or result in additional charges. Should this occur during this project, the owner or owner's agent will be notified and a change order issued and accepted before commencing any additional work. This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. __________________________________ Deputy Finance Officer 12 $153,000.00 $153,000.00 $153,000.00 $153,000.00 52 P R O P O S A L AdvantaClean of Monroe 1405-A Babbage Lane Indian Trail, NC 28079 (704) 256-4869 ac.monroe@advantaclean.com https://advantaclean.com/monroe-nc/ Billing Address Scott Green 3344 Presson Road Monroe, NC 28112 Service Address Scott Green 1424 Mills Harris Rd Wingate, NC 28174 (704) 320-5198 (Mobile) scott.green@unioncountync.gov Job # 76709360 Date 2/3/2026 Total $3,750.00 This proposal expires on 5/4/2026 12:00:00 AM Item Description Qty Rate Amount Other - Indirect Service Gun Range Cleanup, Front 25 Yards. Monthly. Includes debris removal and equipment rental. Service contract valid 04/01/26 - 04/01/29. 1 $3,750.00 $3,750.00 Subtotal $3,750.00 Tax $0.00 Total $3,750.00 _________________________________ Authorized By: Brian W. Matthews, County Manager ____________________________ Date S C O P E O F W O R K T E R M S A N D C O N D I T I O N S Property Owner: Union County General Practices: AdvantaClean provides cleanup services in accordance with current EPA standards. As all projects are different, the exact methodology used will depend on our professional opinion, the type of material(s) affected and your exact property conditions. Gun Range Cleaning: Gun Range floor will be cleaned thoroughly by explosion-proof / HEPA vacuum, with further cleaning of the floor to be followed by mopping and/or mechanized floor scrubber. Hidden Damage: This Scope of Work is based upon visual observations at the time of inspection. Occasionally, hidden or additional damage is discovered during the course of work that could expand the scope or result in additional charges. Should this occur during this project, the owner or owner's agent will be notified and a change order issued and accepted before commencing any additional work. Date: ______________ AdvantaClean: By: ________________________________ Corey Chittenden Union County: Approved as to Legal Form: NAR $135,000.00 36 $135,000.00 $135,000.00 $135,000.00 53 Abbreviations:For the purpose of this Contract "AdvantaClean" refers to the service provider whose address appears on the face of this Contract, and "Owner" refers to the Property Owner, or their Authorized Representative, of the subject property. All AdvantaClean Service Providers are Independently Owned and Operated. Emergency and Loss Mitigation Services Labor Rate Ranges:At the sole discretion of AdvantaClean, in the event that unit pricing is not utilized and labor rates are not specified elsewhere in this proposal, Emergency and Loss Mitigation Services may be billed at the following default labor rate ranges, which may vary from location to location.Cleaning Technician: $29.75 - $42.50 per hour, Emergency Technician: $42.50 - $59.50 per hour, Skilled Labor: $48.50 - $67.50 per hour, Site Supervision:$79.50 - $92.50 per hour, Executive Supervisor: $118.00 -$139.00 per hourFor Specialty Services (mold remediation/trauma clean-up/abrasive blasting, for example) special ratesmay apply. After-Hours Rates shall be the base rate times a multiple of 1.5. Materials and specialty tradeContractors shall be billed at cost plus twenty percent (20%).All rates are subject to change without notice. Scope of Work:Emergency and Loss Mitigation Services may include, but are not limited to soft demolition, removal of wet building materials, structural drying, contents pack-out, moving, storage, contents cleaning and restoration, sealing of walls and ceilings, mold remediation, carpet/upholstery/air duct cleaning, roof tarp, temporary roof repair, board up, provision of temporary power, etc. Equipment:Rental rates for typical equipment shall be established by Xactimate. Equipment rental is charged per 24-hour period, and any portion of a day shall be charged as a full day. Owner agrees to reimburse AdvantaClean for the full replacement cost of any equipment that is damaged and/or missing from the property at pick up. In the event that the occupant or others turn off equipment without direction from, or notification to, AdvantaClean, billing shall continue until pick up. All rates are subject to change without notice. Contract:This document is a binding Contract between AdvantaClean and Owner. Upon execution of this Contract, AdvantaClean will incur both direct and indirect costs associated with this project. In the event of termination of Contract by Owner, AdvantaClean shall be paid immediately the greater of (a.) the prorated value of work completed on behalf of the project including any labor, materials, research, supervision, direct overhead, handling, taxes, pick-up, shipping, delivery and cost of capital; or (b.) liquidated damages not to exceed ten percent (10%) of the Contract amount.While AdvantaClean is performing the work, Owner shall not enter into a Contract with any other service provider for any other work at the subject property that interferes with AdvantaClean's ability to perform the work. AdvantaClean reserves the right to refuse to perform all or part of the scope of work at its sole discretion. if the Owner is found to be in violation of the terms of this Contract. Completion of Work:AdvantaClean will complete the work as soon as practically possible. However, unless otherwise specified, AdvantaClean does not agree to guarantee that the work will be completed by or within any particular time. Schedule of Payments:The amount of deposits and schedule of payments may vary on a job-by-job basis. However, all jobs are due and payable in full *upon completion. For any jobs with insurance proceeds, full payment is due and payable within three days of receipt by Owner from the Insurance Company. It is the responsibility of the Owner to make all insurance drafts liquid and available to remit, free and clear of all third party assignments, specifically the mortgage company, immediately upon receipt of said draft. Credit and Collections:Owner authorizes AdvantaClean to perform routine credit history investigation at any time prior to or during this project. In the event of non-payment within terms, AdvantaClean reserves the right to file a Mechanics Claim of Lien for the full amount of work. Delinquent accounts may be turned over to the three major credit reporting agencies, which could have a negative impact on Owner's credit rating. All accounts over ten (10) days past due will be subject to a one and one-half percent (1.5%) service charge per month or up to the maximum permitted in the jurisdiction of the property. In the event of any legal actions, AdvantaClean shall be entitled to collect attorney's fees and all costs of collection. The sole and exclusive venue for any legal action arising from this Contract shall be in **the county of the respective AdvantaClean office. As the Owner or Authorized Representative, I/We/Us jointly and severally personally guarantee payment under this agreement. *within thirty (30) days of receipt of invoice **Union County, North Carolina 54 Access:Owner is obligated to provide reasonable access to the subject property for the purpose of performing the work without delay. Owner authorizes free use of all available utilities including electricity, water, gas, or oil for heating and sanitary facilities. In the event Owner has vacated the property during the course of the work, Owner agrees to arrange for AdvantaClean to escort Owner to inspect the property during the structural phase to ensure the safety of Owner. Owner agrees to pay additional charges incurred as a result of their failure to provide responsible or scheduled access. Limits of Liability:Notwithstanding other specific arrangements, AdvantaClean limits its responsibility for any and all claims of missing or damaged personal property to an aggregate amount of $250.00 per Contract. It is the sole responsibility of Owner to inspect personal property for damage or to review any inventory list and document condition prior to and pursuant to handling. Owner agrees to report any claims of damages within 72 hours of handling. Any damage claims after 72 hours will not be considered. AdvantaClean is not responsible for the consequential damages to landscaping, driveways, and walkways, or for damages due to water infiltration or freezing during the course of the work. AdvantaClean expressly declines any liability for mold, fungus, or microbial proliferation pursuant to, or resulting from our work.* Supervision:AdvantaClean will provide adequate supervision of the work to ensure quality control, direction and safety. Owner is obligated to be available for on-site discussion during the course of the work, as some items in the scope of work require approval by Owner. In the event Owner is not available for such approval, Owner authorizes AdvantaClean to make the necessary decisions so as not to delay the project. Pets:Owner is responsible to provide adequate means of pet control to ensure the safety of both the animal and AdvantaClean staff. Pet control includes, but is not limited to, containment of all animals, provision of power and protection of fish tanks and aquariums, and removal of animals from work areas. Owner agrees to notify AdvantaClean of any dangerous animals on or near the property.AdvantaClean assumes no liability for injury, death or loss of pets.** Working Hours:Normal working hours are Monday through Friday from 7:00 AM to 5:00PM. Any work, meetings, discussions or consultation outside of these hours may represent additional charges to Owner and are dueand payable upon demand. Warranty:Unless provided under separate cover, no warranty, either expressed or implied, exists in connection with AdvantaClean's services. If AdvantaClean is directed and/or otherwise prevented from completing the work within the prevailing standard of care, AdvantaClean shall not be responsible for any subsequent defects that arise. Claims for defective workmanship must be forwarded immediately in writing to the respective AdvantaClean office for consideration. AdvantaClean reserves the exclusive right to cure any defects within 60 days of receipt of said notice. AdvantaClean must be provided reasonable and scheduled access to complete the work. No call back repairs will be considered on any account with an outstanding past due balance.*** EACH ADVANTACLEAN LOCATION IS INDEPENDENTLY OWNED AND OPERATED *, except in the event that mold, fungus, or microbial proliferation is caused by the negligence or willful misconduct of AdvantaClean orits officers, employees, or agents. **, except in the event that injury, death, or loss of pets is caused by the negligence or willful misconduct of AdvantaClean or its officers,employees, or agents. The word "pets" shall include animals used in service of the Union County Sheriff's Office and its law enforcement functions. ***AdvantaClean and Owner agree to the terms of the attached Exhibit A, which is incorporated herein by reference. ^at Owner's request 55 EXHIBIT A Additional Terms and Conditions I. At AdvantaClean’s sole expense, AdvantaClean (“Contractor”) shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS A. Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. 56 Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Sheriff’s Office Contract #: 10174 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 57 certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. III. Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this Agreement and/or the performance hereof that are due, in whole or in part, to the negligence of Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. IV. E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Contractor shall ensure that Contractor and any subcontractor performing work under this Agreement: (i) uses E-Verify if required to do so by North Carolina law; and (ii) otherwise complies with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. A breach of this provision by Contractor will be considered a breach of this Agreement, which entitles Union County to terminate this Agreement, without penalty, upon notice to Contractor. 58 59 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-198 Agenda Date:4/20/2026 TITLE:..title Contract - Telemetry & Remote Terminal Unit Replacement INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement with HDR Engineering Inc. of the Carolinas substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the Agreement, and 3) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion. PRIOR BOARD ACTIONS: 1) March 15, 2021, Regular Meeting, Agenda Item #10 - Accepted scope of services as shown in Task Order 2020-01 with HDR Engineering Inc. of the Carolinas in the amount of $1,285,257 for the design and bidding of the telemetry and remote terminal unit replacement project. 2) August 14, 2023, Regular Meeting, Agenda Item #23-104 - Approved Task Order 2020-05 with HDR Engineering Inc. of the Carolinas in the amount of $1,769,328 for construction administration services. BACKGROUND: The approved Capital Improvement Program includes funding for the assessment, design, and replacement of System Control and Data Acquisition (SCADA) infrastructure. Master planning for SCADA system replacement, radio communications analysis (telemetry), human machine interface (HMI) software acquisition activities, design and construction of required improvements for the SCADA system computer network (network architecture), and the design work for the replacement of the telemetry system, remote terminal units (RTUs) and programmable logic controllers (PLCs) have been completed. The telemetry and RTU replacement project was advertised, awarded, and is presently under construction. To support the construction of the Telemetry and RTU Replacement project, construction administration services are required to ensure the project is constructed, tested, and integrated with existing systems in accordance with the project plans and specifications. The original scope of services for construction administration anticipated a 36-month project duration with a 75 percent utilization of a resident project representative (RPR). The project schedule has been extended by approximately 6 months and, due to greater than anticipated oversight needs, not only are additional hours for RPR services necessary but the utilization rate for RPR services must be increased to 100 percent for the remainder of the construction contract. Union County, NC Printed on 4/9/2026Page 1 of 2 powered by Legistar™60 File #:26-198 Agenda Date:4/20/2026 The additional scope of services detailed in the attached Amendment 01 to task order 2020-05 has been reviewed by UCW Engineering staff and is appropriate for the project. Services are to be provided on a not to exceed basis in the amount of $770,070 bringing the total contract amount to $2,539,398. FINANCIAL IMPACT: Funding is available within the adopted Capital Improvement Program to support the additional construction administration services described in Amendment 01 to Task Order 2020-05 in the amount of $770,070. Union County, NC Printed on 4/9/2026Page 2 of 2 powered by Legistar™61 Union County, North Carolina Page 1 of 5 Telemetry & RTU Replacement CPS – Task Order 2020-05 Amendment 1 TASK ORDER 2020-05 Amendment 01 This Task Order Amendment pertains to an Agreement by and between Union County, North Carolina (“OWNER”), and HDR Engineering, Inc. of the Carolinas (“ENGINEER”), dated December 21, 2020, (“the Agreement”), as modified by Task Order 2020-05 dated August 21, 2023. ENGINEER shall perform services on the project described below as provided herein and in the Agreement and the Task Order. This Task Order Amendment shall not be binding until it has been properly signed by both parties. Upon execution, this Task Order Amendment shall supplement the Agreement and the Task Order as it pertains to the project described below. TASK ORDER NUMBER: 2020-05 Amendment 01 PROJECT NAME: Telemetry System and RTU Replacement Construction Phase Services The parties agree to amend Task Order 2020-05 as specified below. 1. Modify Task 1 Project Management and Meetings as described below: Extend project management activities provided by ENGINEER for six (6) months due to extension of the Construction contract duration. These activities include: • Monthly progress reporting; • Participation in monthly progress status meetings; and • Coordination of construction administration, SCADA Resident Project Representative, and closeout activities, as such activities may be further described in Task 1 of the Task Order. Expand meetings to include an additional monthly coordination meeting attended by OWNER, ENGINEER, CONTRACTOR, and subcontractors. Task 1 Assumptions/Clarifications: • Additional monthly coordination meetings starting March 14, 2024. • Participation in coordination meetings for up to one hour, monthly. • Additional monthly coordination of CONTRACTOR’s field and closeout activities. 2. Modify Task 2 Construction Administration as described below: Expand ENGINEER’s administrative support as outlined below: 2.2. Field Orders Develop and issue up to seven (7) additional design change notices, field change notices, and work change directives. Task 2.2 Assumptions/Clarifications: • Task Order 2020-05 scope of services originally included the development and issuance of up to ten (10) total design change notices, field change notices, and work change directives. Twelve (12) have been developed and issued to-date. 62 Union County, North Carolina Page 2 of 5 Telemetry & RTU Replacement CPS – Task Order 2020-05 Amendment 1 • The seven (7) additional design change notices, field change notices, and work change directives contemplated in this Task Order Amendment include two (2) in excess of the base scope of services and five (5) new. 2.3 CPRs and Allowance Administration Review of up to seven (7) additional Change Proposals submitted by CONTRACTOR including tracking, review, and recommendation for administration and use of OWNER’s general and specific allowances. Task 2.3 Assumptions/Clarifications: • Task Order 2020-05 scope of services originally included the review of up to ten (10) total Change Proposal Requests submitted by the Contractor. Twelve (12) have been reviewed to-date. • The seven (7) additional Change Proposals contemplated in this Task Order Amendment include two (2) in excess of the base scope of services and five (5) new. 2.4 Submittal and Shop Drawing Review Extend submittal and shop drawing reviews provided by ENGINEER for six (6) months and include up to an additional 150 submittals with up to two (2) review cycles. Task 2.5 Assumptions/Clarifications: • Task Order 2020-05 scope of services originally included the review of up to eighty (80) submittals with an average of no more than two (2) review cycles per submittal (thus contemplating up to one-hundred, sixty (160) total reviews). Two hundred, seventy-one (271) submittal reviews have been completed to-date and have been covered by the planned cost for Task Order 2020-05 through sharing reviews with the SCADA Resident Project Representative. • Up to one hundred, fifty (150) additional submittals, including up to two (2) review cycles, for a total of three hundred (300) submittals, are anticipated to be submitted by the Contractor in order to complete the contract submittals based upon packaging and distribution to date. • The SCADA Project Representative and Project Manager will handle half of the submittals and submittal review within the budgets for their respective activities. 2.5 RFIs, Clarifications, and Interpretations Issue necessary clarifications and interpretations of the Contract Documents as appropriate to the orderly completion of CONTRACTOR’s work for up to an additional twenty (20) requests from the CONTRACTOR. Task 2.5 Assumptions/Clarifications: • Task Order 2020-05 included the review and response for up to twenty (20) requests for the CONTRACTOR. Sixty-six (66) have been reviewed to date. • Majority of the requests have been used by the CONTRACTOR to receive interpretations and alternate approach approvals. 63 Union County, North Carolina Page 3 of 5 Telemetry & RTU Replacement CPS – Task Order 2020-05 Amendment 1 • The additional forty-six (46) requests have been covered by the planned cost for Task Order 2020-05 through sharing reviews with the SCADA Resident Project Representative. • Up to and additional twenty (20) requests are anticipated. 2.6 Site Observations and Demonstrations Provide site observation assistance to the SCADA Resident Project Representative for an additional 6 months. Task 6.2 Assumptions/Clarifications: • Includes up to 9 hours per month for electrical and control systems staff to provide observation support. 3. Modify Task 4 SCADA Resident Project Representative as described below: SCADA Resident Project Representative (RPR) total hours increased by 1,335 hours. Modify commitment table as follows: Phase Commitment (%) Duration (Months) Hours Mobilization 25% 3 (Months 1 – 3) 130 Pre-Construction 50% 6 (Months 4 – 9) 520 Construction 75% 17 (Months 10 – 26) 2,206 Construction 100% 7 (Months 27 – 33) 1,211 Construction 100% 6 (Months 34 – 39) 1,038 Closeout 50% 3 (Months 40 – 42) 260 TOTAL 42 5,365 4. Modify PART 4.0 to extend period of service 6 months for a total of 42 consecutive months after Notice to Proceed. PART 5.0 PAYMENTS TO ENGINEER The total Not-to-Exceed Fee for the services set forth in this Task Order Amendment shall be $770,070 (increasing the total amount to be expended under the Task Order to an amount not- to-exceed $2,539,398). Payments to ENGINEER shall be based on a Per Diem basis, as defined in Section 6.1.3 of the Agreement. Cost for Task 5 Closeout increased due to shifting closeout activities from 2026 to 2027 rates. The Task and Project Costs table in the Task Order shall be modified to read as follows: 64 Union County, North Carolina Page 4 of 5 Telemetry & RTU Replacement CPS – Task Order 2020-05 Amendment 1 Task Project Costs Task 1 Project Management and Meetings $209,152 Task 2 Construction Administration $161,993 Task 4 Resident Project Representative $393,944 Task 5 Closeout $2,481 Reimbursable Expenses $2,500 Total $770,070 Hourly rates for ENGINEER’S employee job classifications for 2026 and 2027 are listed below (and shall modify the Contract Title/Billing Table in the Task Order). The ENGINEER may make annual adjustments to these rates on or around January 1st of each year to reflect compensation increases for staff. These adjustments shall be subject to review and approval by the OWNER. Contract Title (Billing) 2026† 2027† Project Principal $303 $315 Sr Project Manager $349 $363 Project Coordinator $191 $199 Sr Accountant $180 $187 Sr Structural Engineer $294 $306 Structural Engineer $202 $210 Structural Designer $176 $183 Sr Electrical Engineer $248 $258 Electrical Engineer $202 $210 Electrical Designer $147 $153 Sr Civil Engineer $238 $247 Civil Engineer $165 $172 Civil Designer $154 $160 Sr Controls Engineer $275 $299 Controls Engineer $224 $233 Controls Designer $143 $149 Sr Cyber Specialist $255 $265 SCADA RPR $288 $300 Administrative $128 $133 † ENGINEER will review billing rates annually. Updates to billing rates for 2027 will be reviewed with OWNER and approved by all parties prior to first invoice in the respective calendar year. PART 6.0 OTHER 6.1 General Assumptions, Exclusions and Clarifications • None 65 Union County, North Carolina Page 5 of 5 Telemetry & RTU Replacement CPS – Task Order 2020-05 Amendment 1 This Task Order is executed this . Union County, North Carolina HDR Engineering, Inc. of the Carolinas “OWNER” “ENGINEER” BY: BY: NAME: Brian Matthews NAME: Jonathan Henderson TITLE: County Manager TITLE: Senior Vice President ADDRESS: 500 N. Main Street ADDRESS: 440 South Church Street Monroe, NC 28112 Charlotte, NC 28202 Approved as to Legal Form: BTI This instrument has been preaudited in the manner required by the Local Government Budget and Fiscal Control Act Deputy Finance Officer 66 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-199 Agenda Date:4/20/2026 TITLE:..title Contract - Catawba River Water Treatment Plant Membrane Replacement INFORMATION CONTACT: John Shutak, Union County Water, Engineering Director, 704-283-3651 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement 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 approved Capital Improvement Program includes funding for the capital investment needs of the Catawba River Water Treatment Plant (CRWTP). The most recent capacity expansion installed membrane filtration equipment which was placed in service in October 2020. After more than five years of operation, it has been determined the membrane filters require replacement. The original membrane equipment included an extended warranty which covered full replacement for the first two years and a pro-rated replacement for an additional five years. Staff from Union County, Lancaster County, and the CRWTP have worked with the original vendor, Veolia, to secure pricing, discounted from the pro-rated warranty rates, in the amount of $860,000. This includes the delivery and installation of replacement membrane filters, process optimization services, and annual service visits for a five-year term as detailed in the attached proposal. In accordance with our partnership with Lancaster County for the Catawba River Water Supply Project, Union County and Lancaster County are responsible for 50% of the total project costs in the amount of $430,000 each. FINANCIAL IMPACT: Funding is available within the adopted Capital Improvement Program to support Union County’s share of the costs for the membrane replacement as described in the attached proposal in the amount of $430,000. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™67 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-215 Agenda Date:4/20/2026 TITLE:..title Contract - Ortho-Polyphosphate 40% for the Yadkin River Water Treatment Plant INFORMATION CONTACT: Chris Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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 County’s Yadkin River Water Treatment Plant uses Ortho-Polyphosphate 40% to minimize scaling and prevent corrosion in the distribution system. On October 3rd, 2026, the Procurement Department partnered with Union County Water, Water and Wastewater, Water Treatment Department to issue Invitation for Bid #2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40%. On February 6th, 2026, 3 bids for the title project were received and processed. All bids were tabulated, reviewed, and certified by Water Treatment. The bids ranged from $7.70 per gallon to $9.99 per gallon. The low bidder made exceptions to delivery time requirements in their bid and, therefore, were not selected. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Shannon Chemical Corporation, in the amount of $8.07 per gallon. FINANCIAL IMPACT: The anticipated annual cost for this service is $60,000. Since this contract contains an initial one-year term, with four one-year renewal options, a total of $300,000 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 4/9/2026Page 1 of 1 powered by Legistar™68 Purchase of Goods (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and Shannon Chemical Corporation, a Pennsylvania corporation authorized to do business in North Carolina, whose address is P.O. Box 376, Malvern, PA 19355, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain water treatment chemicals, specifically Ortho-Polyphosphate 40%, 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 Bids No. 2026-034, Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40%, as modified by Addendum 1 dated January 21, 2026, Addendum 2 dated January 23, 2026, and Addendum 3 dated January 29, 2026 (hereinafter collectively referred to as the “IFB”), which IFB is attached and incorporated herein by 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, unless otherwise stated in the IFB. Union reserves the right to contract with other entities for the same or similar Goods and 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 “Appendix A – Price Form,” which is attached and incorporated herein by reference. 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 “Appendix A – Price Form” in accordance with Section 8.6 of the IFB. 69 Purchase of Goods (Updated 02.06.24) 2 3. DELIVERY SCHEDULE. Contractor shall deliver Goods described in Section 1 herein in accordance with 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 one (1) year (the “Initial Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to four (4) 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. 70 Purchase of Goods (Updated 02.06.24) 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. 71 Purchase of Goods (Updated 02.06.24) 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 SHANNON CHEMICAL CORPORATION BY: _____________________________(SEAL) Approved as to Legal Form NAR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 72 Purchase of Goods (Updated 02.06.24) 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 D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 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. 73 Purchase of Goods (Updated 02.06.24) 6 B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Public Works – Water & Wastewater Contract #: 10192 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. 74 75 Invitation for Bid No. 2026-034 Yadkin River Water Treatment Plant Chemical ORTHO-POLYPHOSPHATE 40% Due Date: Time: Submittal Location: January 28, 2026 10:30 AM Local Time Union County Procurement Department 610 Patton Ave. Monroe, NC 28110 Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 76 2 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 1 Contents 2 Notice of Advertisement ................................................................................................................ 4 3 Bid Submission .............................................................................................................................. 5 BID SUBMISSION DEADLINE ................................................................................................................................... 5 BID DELIVERY REQUIREMENTS .............................................................................................................................. 5 BID QUESTIONS ...................................................................................................................................................... 6 BID ADDENDUM ..................................................................................................................................................... 6 4 Instructions .................................................................................................................................... 6 COMMUNICATIONS ................................................................................................................................................. 6 NON-MANDATORY PRE-BID & SITE VISIT ................................................................................................................. 6 IFB MODIFICATIONS ................................................................................................................................................ 6 BIDDERS ACKNOWLEDMENT .................................................................................................................................. 7 DUPLICATE BIDS .................................................................................................................................................... 7 BID SIGNATURES .................................................................................................................................................... 7 SUBCONTRACTORS (IF APPLICABLE) ....................................................................................................................... 7 BIDDERS RESPONSIBILITIES .................................................................................................................................... 8 5 Purpose ........................................................................................................................................... 8 INTRODUCTION ....................................................................................................................................................... 8 COUNTY.................................................................................................................................................................. 8 6 Project scope .................................................................................................................................. 8 7 Specifications.................................................................................................................................. 9 INTRODUCTION ....................................................................................................................................................... 9 DEVIATIONS ............................................................................................................................................................ 9 DELIVERY & CHARGES ............................................................................................................................................ 9 QUANTITIES ............................................................................................................................................................ 9 PACKAGING ............................................................................................................................................................ 9 PURITY ................................................................................................................................................................. 10 LABELING OF HAZARDOUS MATERIALS ................................................................................................................. 10 DELVIERIES ........................................................................................................................................................... 10 DELIVERY LOCATION ............................................................................................................................................ 10 SPILL PREVENTION ................................................................................................................................................ 11 CHEMICAL SPECIFICATION – ORTHO-POLYPHOSPHATE 40% ...................................................................... 11 8 Bid submission and award .......................................................................................................... 12 BID INFORMATION ................................................................................................................................................ 12 EVALUATION OF BIDS............................................................................................................................................ 12 AWARD PROCEDURES ........................................................................................................................................... 12 AWARD ................................................................................................................................................................. 12 PRICING ................................................................................................................................................................ 13 COST ADJUSTMENTS ............................................................................................................................................. 13 BID FORMAT ........................................................................................................................................................ 14 TERMS OF SUBMISSION ......................................................................................................................................... 14 EVALUATION OF BIDS .......................................................................................................................................... 15 APPLICATION OF NORTH CAROLINA GENERAL STATUTES .................................................................................... 15 UNIT PRICES TO PREVAIL ....................................................................................................................................... 15 9 General Conditions and Requirements ..................................................................................... 15 MINIMUM REQUIREMENTS FOR BIDDERS ............................................................................................................. 15 TERMS AND CONDITIONS...................................................................................................................................... 16 77 3 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% CONTRACT TERM .................................................................................................................................................. 16 IFB EXPENSES ...................................................................................................................................................... 16 CERTIFICATION .................................................................................................................................................... 16 FINANCIAL INFORMATION .................................................................................................................................... 16 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 17 COMPLIANCE WITH LAWS .................................................................................................................................... 17 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 17 MODIFICATION OR WITHDRAWAL OF BID ............................................................................................................ 17 RIGHT OF CANCELLATION ........................................................................................................................... 17 VENDOR DECLARATION ............................................................................................................................... 17 CONTRACT COMMENCEMENT .............................................................................................................................. 18 DISPUTES.............................................................................................................................................................. 18 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 18 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 18 LICENSES .............................................................................................................................................................. 18 E-VERIFY ............................................................................................................................................................. 18 DRUG-FREE WORKPLACE .................................................................................................................................... 18 CONTRACT ALIGNMENT ........................................................................................................................................ 19 EARLY TERMINATION TO ALIGN CONTRACT CYCLES ............................................................................................. 19 INSURANCE .......................................................................................................................................................... 19 INDEMNIFICATION ................................................................................................................................................ 21 10 Appendix A –Price Form ............................................................................................................ 23 11 Appendix B – Bid Submission Form .......................................................................................... 24 12 Appendix C – Addendum and Anti-Collusion Form................................................................ 25 13 Appendix D – Vendor Payment Letter ...................................................................................... 26 14 Appendix E – Template agreement ............................................................................................ 27 78 4 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 2 NOTICE OF ADVERTISEMENT Union County, North Carolina IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% Sealed bids for the specified water treatment chemicals will be received by mail or hand delivery to Union County’s Procurement Department until 10:30 AM (local time) on January 28, 2026 at the Union County Procurement Department, 610 Patton Avenue, Monroe, NC 28110 at which time the Bids will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 202 6-034 Yadkin River Water Treatment Plant Chemical Ortho -Polyphosphate 40%” and shall be addressed to Union County Procurement Department, Juan Rodriguez-Cruz, 610 Patton Avenue , Monroe, NC 28110. Bids will be received for a single prime contract. Bids shall be on a lump sum basis as indicated in the Bid Form. Union County, North Carolina, through the Union County Water department, is soliciting bids from qualified companies for specified water treatment chemicals as described in this solicitation. Prospective Bidders may examine the Bidding Documents by downloading from the website(s) listed below. 1.Download the Bid Documents from the Union County Website www.unioncountync.gov (Procurement Page, Current Bids). 2.Download the Solicitation Documents from the State of North Carolina eVP website: https://evp.nc.gov/solicitations/ (Search County of Union) All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (Juan.Rodriguez- Cruz@unioncountync.gov). Deadline for questions is January 14, 2026 at 5:00 PM local time. Bidders are required to comply with the non-collusion requirements set forth in the Bidding Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. The County reserves the right to reject any and/or all bids, including, without limitation, nonconforming, nonresponsive, unbalanced, or conditional bids. The County also reserves the right to waive informalities and request clarification as needed. 79 5 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 3 BID SUBMISSION BID SUBMISSION DEADLINE In accordance with Union County (the County) guidelines, bids specified will be received by Union County at the specified location listed in this IFB document, until the time and date cited. Only Bids received by the correct time shall be considered. Bids shall be sealed and labeled on the outside envelope “2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% IFB’s are to be received by the Union County Procurement Department by 10:30 AM EST on January 28, 2026. Any bids received after this due d ate and time shall not be considered. BID DELIVERY REQUIREMENTS All Bids must be in a sealed box or opaque envelope plainly marked as follows: [Name of Contractor Submitting Bid] IFB No. 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% Attention: Juan Rodriguez-Cruz If using a delivery service, your company name and the solicitation number must be visible on the outside delivery box/envelope. Ship, Mail, or Hand Deliver to the following address: Mail or hand-deliver submission packets to: Union County Procurement Department 610 Patton Ave. Monroe, NC 28110 Attention: Juan Rodriguez-Cruz, Procurement Specialist The bid must be submitted in printed form. The original bid package must have original signatures and must be signed by a person who is authorized to bind the proposing firm. Electronic (email) or facsimile submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse firms for any expenses incurred in preparing Bid s in response to this request. Union County reserves the right to reject any or all Bids, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement. 80 6 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% BID QUESTIONS Bid questions will be due on or before January 14, 2026 at 5:00 PM local time. The primary purpose of this is to provide participating Contractors with the opportunity to ask questions, in writing, related to the IFB . Submit questions by email to Juan Rodriguez-Cruz at Juan.Rodriguez- Cruz@unioncountync.gov by the deadline shown above. (Do not send question in a graph or Excel sheet format.) The email subject line should be identified as follows IFB 2026- 034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40%Questions. All questions and answers may be posted as addenda on www.unioncountync.gov and www.ips.state.nc.us. BID ADDENDUM Union County may modify the IFB prior to the date fixed for submission of Bids by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this IFB or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C Addendum and Anti-Collusion Form. 4 INSTRUCTIONS COMMUNICATIONS All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to the Invitation for Bid (IFB) must be made only through the Procurement Contact noted on the cover of this IFB. A violation of this provision is cause for the County to reject a Company’s bid. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. NON-MANDATORY PRE-BID & SITE VISIT A pre-bid meeting concerning this IFB may be held. If so, the date, time and location will be indicated on the cover of this IFB and/or in the body of IFB. Staff will be available at this meeting to answer questions about this IFB. IFB MODIFICATIONS Clarifications, modifications, or amendments may be made to the IFB at any time prior to the Bid Deadline at the discretion of the County. It is the Bidder’s responsibility to periodically check the County’s website until the posted Bid Deadline to obtain any issued addenda. 81 7 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% BIDDERS ACKNOWLEDMENT The Bid will remain subject to acceptance for 120 days afte r the Bid Opening , or for such longer period of time that Bidder may agree to in writing upon request of Owner. DUPLICATE BIDS No more than one (1) bid from any Bidder will be considered by the County. In the event multiple bids are submitted in violation of this provision, the County will have the right to determine which bid will be considered, or at its sole option, reject all such multiple bids. BID SIGNATURES An authorized company official must sign Bids. Each signature represents binding commitment upon the Bidder to provide the goods and/or services offered to the County if the Bidder is determined to be the lowest responsive, responsible Bidder. SUBCONTRACTORS (IF APPLICABLE) In addition to any identification of Subcontractors, Suppliers, individuals, or entities required to be submitted to Owner (see third full paragraph below), Bidders shall include in their Bid a list of all subcontractors which the Bidder intends to use for each of the following categories of work: •Heating, ventilating, and air conditioning (Mechanical) •Electrical A contractor whose Bid is accepted shall not substitute any person as subcontractor in the place of the subcontractor listed in the original bid, except (a) if the listed subcontractor’s bid is later determined by the contractor to be non-responsible or nonresponsive or the listed subcontractor refuses to enter into a contract for the complete performance of the bid work, or (b) with the approval of the awarding authority for good cause shown by the contractor. The terms, conditions, and requirements of each contract between Contractor and a subcontractor performing work under a subdivision or branch of work listed in this subsection shall incorporate by reference the terms, conditions, and requirements of the Contract between Contractor and Owner. Failure to include this list of subcontractors may cause a Bid to be rejected as nonresponsive by Owner. If Owner, after due investigation, has reasonable objection to any proposed Subcontractor, Supplier, individual, or entity, Owner may, before the Notice of Award is given, request apparent Successful Bidder to submit a substitute, without an increase in the Bid. Subsequent to the submittal of the Bid, Owner may not require the Successful Bidder or Contractor to retain any Subcontractor, Supplier, or other individual or entity against which Contractor has reasonable objection. 82 8 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% BIDDERS RESPONSIBILITIES The bidder must be capable, either as a firm or a team, of providing all goods or services as described under SECTION 7 – Specifications, and to maintain those capabilities until notification of the fact that their bid response was unsuccessful. Exclusion of any good or service for the IFB may serve as cause for rejection. The successful Bidder will be responsible for all work in the IFB whether they are provided or performed by the successful Bidder or subcontractor(s). Further, the County will consider the successful Bidder to be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the cost of any contract. The successful Bidder must be an authorized dealer of the proposed scale and associated equipment. This manufacturer authorization must include required installation certifications and warranty work provisions. Bidder References: The bidder must provide a minimum of three client references that includes the installation of a truck scale system of the same manufacturer and model at a Landfill or Transfer Station within their respective service area within the last two years. Union County has the right to contact these references to determine customer satisfaction of product, construction and maintenance of the proposed truck scales. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. 5 PURPOSE INTRODUCTION Union County, through Union County Water, is seeking bids from qualified firms for the delivery of specified water treatment chemicals. The resulting contract will provide Ortho- Polyphosphate 40% for use at the Yadkin River Water Treatment Plant. The contract may also include additional, unspecified chemical purchases on an as-needed basis if such chemicals are required for plant operations. COUNTY Union County, North Carolina (population 263,386) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. The County maintains a new 12 MGD Conventional Water Treatment Facility located on New Salem Road in Monroe, NC known as the Yadkin River Water Treatment Plant. 6 PROJECT SCOPE The County is seeking bids from qualified firms for all time, materials, labor, equipment, fittings, hoses, licenses, permits, etc. to deliver the specific chemical to the specified location in a timely fashion. Bid items provided shall be FOB to the delivery location specified. 83 9 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% The chemical needs of the County currently include: •Ortho-Polyphosphate 40% 7 SPECIFICATIONS INTRODUCTION The attached specifications and requirements are drawn around a chemical which the County has evaluated and determined to be required for the performance necessary. Bidders are requested to offer only equivalent comparable units, which will provide the features and performance needed and implied. Unless otherwise stated, the use of manufacturer’s names and product numbers are for descriptive purposes and establishing general quality levels only. They are not intended to be restrictive. Bidders are required to state exactly what they intended to furnish otherwise it is fully understood that they shall furnish all items as stated. DEVIATIONS Any deviations from specifications and requirements herein must be clearly pointed out by bidder. Otherwise it will be considered that chemicals offered will be in strict compliance with these specifications and requirements, and successful bidder will be held responsible therefor. Deviations must be explained in detail on an attached sheet. Therefore, no implication is made by Union County that deviations will be acceptable. Bidder is advised that the response (or lack thereof) on this question does not take precedence over specific responses or nonresponses provided elsewhere in this bid. DELIVERY & CHARGES FOB destination. All prices quoted shall include all delivery and/or freight charges to addresses specified in this document or other address specified on a Purchase Order. No additional freight shall be charged at time of delivery. Risk of loss and/or damage shall be upon the seller until such time as goods have been physically delivered and received by the County. Deliveries shall be within five (5) days of receipt of order. QUANTITIES Quantities are annual estimates based on the County’s projected need. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. PACKAGING All containers must be durable and dust tight, and not readily broken in handling and storage. The contents must be marked. All markings shall comply with all federal and state laws as applicable to this chemical. 84 10 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% PURITY Chemicals supplied under these specifications must meet all applicable AWWA standards for drinking water and shall not contain soluble minerals or organic substances in quantities capable of producing deleterious or injurious effects upon public health or water quality. All chemicals shall conform to the current NSF/ANSI Standard 60: Drinking Water Treatment Chemicals – Health Effects. LABELING OF HAZARDOUS MATERIALS If the items or products requested by this solicitation are "Hazardous Materials" as defined by North Carolina General Statute §95-174 or Title 15 U.S.C. 1261 of the United States Code, then the bidder, by submitting their bid, certifies and warrants that the items or products to be delivered under this contract shall be properly labeled as required by the foregoing section(s) and that by delivering the items or products the bidder does not violate any of the prohibitions of NC G.S. Chapter 95 – Article 18, et al, or Title 15 U.S.C. 1261 et al. DELVIERIES Delivery will be made no later than 5 workdays after receipt of order (ARO), unless otherwise notified. Deliveries must be made during normal working hours (8:00 am - 4:00 pm), local time, Monday through Friday. All deliveries shall be made in accordance with the following standards & regulations, where applicable: -Union County Water Standards -Occupational Safety & Health Administration (OSHA) standards -U.S. Department of Transportation (DOT) -North Carolina Department of Environmental Quality (DEQ) -U.S. Environmental Protection Agency (EPA) -Any other applicable local, state or Federal laws or regulations. 24-hour advance notice of deliveries is required. Supplier will send notice of delivery and photos with names of the drivers making the deliveries to the receiving facility supervisors; specific email addresses will be provided upon award of a contract. The drivers will have a certificate of analysis (COA) and Safety Data Sheets (SDS) for all chemicals upon arrival at the receiving facility. DELIVERY LOCATION Yadkin River Water Treatment Plant 3522 New Salem Road Monroe, NC 28110 85 11 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% SPILL PREVENTION In the event of a spill resulting from the Supplier’s actions, the Supplier's employee shall perform initial spill response including but not limited to using materials in County owned spill kits to prevent chemicals from injuring County employees and to prevent chemicals from reaching storm drains. It is the responsibility of the Supplier regardless of subcontracting delivery of the chemical to any County locations, in ensuring spill response to the location. The Supplier shall pay any fines levied against the County for spills resulting from the Supplier's actions and shall pay any costs incurred for clean-up and emergency response. The Supplier must have a spill prevention program, including appropriate spill kits on delivery trucks, available and follow the Supplier’s procedures in case of a spill. The Supplier awarded the contract must provide a copy of their spill prevention program to the County for review. In the event of a spill resulting from the Supplier’s actions, the Supplier is responsible for providing all necessary personal protective equipment to their employees. In addition, if there is a spill, the Supplier must notify the county’s water treatment plant supervisor immediately. The facility supervisor will then follow procedures to contain the spill. The Supplier should have the appropriate spill prevention kit available for the chemicals they are delivering. The County will be reimbursed by the Supplier for labor and materials and damages created by the spill. CHEMICAL SPECIFICATION – ORTHO-POLYPHOSPHATE 40% Estimated Annual Quantity: 7,000 gallons Delivery Method: Tote/Tanker Physical Requirements: Appearance should be a clear, homogenous liquid. Chemical Specification: This product should contain approximately 27% Total Phosphate and 13% Orthophosphate. Bidder must include COA/Product Specification with Bid. Delivery Requirements: The Ortho-Polyphosphate blend shall be shipped in specially equipped tankers, or totes depending on quantity required. These are unloaded by hose by means of a pump or a compressor which is mounted on the delivery truck. Hoses used for transfer must be securely capped during transportation. Worn or damaged hoses will not be accepted for use during transfer. Supplier shall provide sufficient hose for each delivery location. Drivers are responsible for all PPE associated with offloading. The Supplier is responsible for ensuring pressure gauges on delivery trucks are functional prior to delivery. Suppliers are also responsible for ensuring delivery trucks discharge at the appropriate pressure. 86 12 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% Impurities: Refer to section 7.6 “Purity”. Utilization Location: Yadkin River Water Treatment Plant, 3522 New Salem Road, Monroe, NC 28110. 8 BID SUBMISSION AND AWARD BID INFORMATION Bids must be made in strict conformance using the Invitation for Bid (IFB) forms provided herein. All blank spaces for bids must be filled in properly. Numbers must be written in ink or typewritten, and the completed form shall be without erasures, lineation’s, or alterations. In accepting the proposal, the County will assume that no alterations have been made, and if they appear afterward, they shall not be binding on the County. All Bid Documents shall be signed by an individual who is authorized to contractually bind the company. The signature must indicate the title or position the individual holds in the agency or firm. Agencies or firms which sign contracts with the name of the agency or firm must provide the name of a corporate officer or executive director for signature validation by the County. All unsigned Bids will be disqualified. In submitting a Bid, Bidder affirms all statements contained in the proposal are true and accurate. All names and titles must be typed or printed below the signatures. EVALUATION OF BIDS Qualified bids will be evaluated and acceptance may be made of the lowest and best qualified bid most advantageous to the County as determined upon consideration of such factors as: price offered; quality of item offered; general reputation and performance capabilities of offeror; substantial conformity with specifications/other conditions set forth in the bid; suitability of articles for the intended use; related services needed; date of delivery and performance; and such other factors deemed by the County to be pertinent. AWARD PROCEDURES The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter proposals. The County desires to award a single contract to one supplier for all items being bid. The County reserves the right to award, by line item, to multiple suppliers if that is in the best interests of the County. If the contract is to be awarded, it will be awarded to the lowest responsible bidder(s) whose evaluation by the County indicates that the award will be in the best interest of County. The County shall have a period of 90 days after opening of bids in which to award the contract. AWARD The term of this contract shall be for one (1) year, from the date of award with the option to renew for four (4) additional one-year periods. The award is for a fixed, firm unit price 87 13 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% during the initial one (1) year term when product needs are based upon indefinite quantities, and where orders will be based on actual needs that may exceed or be less than projections. All expenditures under a unit price contract are contingent upon appropriations having been made by Union County Board of Commissioners. Price adjustments may be negotiated at the time of renewal, based on the applicable Consumer Price Index adjustment over the preceding twelve months. Union County shall review the terms and conditions, and confirm performance under this contract has been satisfactory. However, the County reserves the right to terminate the contract or to allow the contract period to elapse. The parties agree that the contract for services may be terminated by either party upon providing 60 days written notice. PRICING Price quoted in this proposal shall be delivered, F.O.B. Destination to the location listed in the attached specifications. Bidders are warned not to include any form of Federal Excise Tax in computing their bids. The North Carolina State Sales Tax must be shown as a separate item and not included in any proposed prices. (North Carolina sales tax will be paid by Union County when shown as a separate item on an invoice for payment.) If a unit price and its extended price are inconsistent, the unit price will be considered to be the price proposed and the price proposed and the extended price will be adjusted accordingly. COST ADJUSTMENTS The unit prices proposed shall remain firm for the Initial Term of the contract. Price adjustments for any renewal term may be considered by the County only upon request by the Supplier and only if supported by verifiable industry cost data. 1.Price adjustments shall not exceed the lower of: a.5% per renewal period, or b.the annual percentage change in the Producer Price Index (PPI) – Chemicals and Allied Products (WPU06) as published by the U.S. Bureau of Labor Statistics. 2.The Supplier shall submit a written request for adjustment at least sixty (60) days prior to the renewal date and include: a.the specific BLS PPI table and data supporting the request, b.a detailed cost justification from the Supplier or manufacturer, and c.a statement confirming that the requested adjustment applies uniformly to all similar customers in the region. 88 14 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 3.The County reserves the right to: a.approve the request, b.negotiate a lower adjustment, c.or reject the request if documentation is insufficient or the adjustment is deemed excessive. 4.If the County does not approve the requested price adjustment and the matter cannot be resolved, the County may elect not to renew the contract without penalty. 5.If the applicable PPI index shows a decrease, the County shall receive a corresponding decrease in unit pricing. All contract renewals are subject to the continued appropriations of funds and the County’s determination that renewal is in its best interest. BID FORMAT Bids must include the following: •Appendix A – Price Form •Appendix B – Bid Submission Form (signed) •Appendix C – Addendum Receipt and Anti-Collusion Form (signed) •Bidder must include COA/Chemical Specification with Bid. TERMS OF SUBMISSION All material received from a person or company (“Respondent”) in response to this solicitation shall become the property of Union County and will not be returned to the Respondent. Any and all costs incurred by a Respondent in preparing, submitting, or presenting submissions are the Respondent’s sole responsibility and Union County shall not reimburse the Respondent. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Respondent considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66 -152, must be properly designated as a trade secret. In order to properly designate such material, the Respondent must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret –Confidential and Proprietary Information,” and (ii) stamp the same trad e secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Respondent understands and agrees by 89 15 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Respondent’s materials which was properly labeled by the Respondent as a trade secret, Union County will notify the Respondent of the request and the date that such materials will be released to the requestor unless the Respondent obtains a court order enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure prior to that date, Respondent understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Respondent. EVALUATION OF BIDS Qualified bids will be evaluated to determine the lowest responsive, responsible bidder, taking into consideration quality, performance, and the time specified in the bid for performance of the contract. Consideration of such factors as: price offered; quality of item offered; general reputation and performance capabilities of offeror; substantial conformity with specifications/other conditions set forth in the bid; suitability of articles for the intended use; related services needed; date of delivery and performance; and such other factors deemed by the County to be pertinent will be used in determining responsiveness and responsibility. APPLICATION OF NORTH CAROLINA GENERAL STATUTES The General Statutes of North Carolina regarding purchasing and competitive bidding (G.S. § 143-129) are made a part herein and will govern the bidding process as applicable. UNIT PRICES TO PREVAIL Prices shall be submitted on per unit basis by line item. In the event of a disparity between the unit price and the extended price, the unit price shall prevail. 9 GENERAL CONDITIONS AND REQUIREMENTS MINIMUM REQUIREMENTS FOR BIDDERS Bids shall be considered only from companies normally engaged in performing the type of work specified in this solicitation. Union County, in its discretion, shall determine whether the evidence of responsibility and ability to perform is satisfactory. The individual/firm warrants that he/she is fully qualified, with adequate personnel and experience, to undertake the services required. The Offeror shall also certify that insurance coverage that meets or exceeds industry standards for this type of work will be in force to mitigate risk during performance under the contract. 90 16 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% T ERMS AND CONDITIONS All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter bids. It is the intention of Union County to execute a final, binding Contract with the successful Offeror which incorporates terms and conditions no less onerous than those appropriate to the engagement of a licensed contracting firm in connection with a project of this magnitude. All bids submitted in response to this request shall become the property of Union County and as such, may be subject to public review. CONTRACT TERM The Contract shall have an initial term of one (1) year (“Initial Term”), beginning on the effective date of the Contract. Prior to the end of the Initial Term with four (4) 1-year renewal options, the County shall have the option, in its sole discretion and pending budget approval to renew the Contract on the same terms and conditions as the Initial Term. IFB EXPENSES Expenses for developing the bids are entirely the responsibility of the vendor and shall not be chargeable in any way to the County. CERTIFICATION In response to the IFB Request, the Contractor certifies the following: •This bid is signed by an authorized representative of the firm; •It can obtain insurance certificates as required within ten (10) calendar days after notice of award; •All labor costs, direct and indirect, have been determined and included in th e proposed cost; •The potential Contractor has read and understands the conditions set forth in this solicitation. FINANCIAL INFORMATION Bidder may be asked to provide the following financial information. If the following financial information is requested, it shall be readily available and provided to the County within twenty-four (24) to forty-eight (48) hours upon request during the bid certification process: 1.Annual audited financial reports for the past five (5) fiscal years; 2.Credit reports, credit bulletins, bank and vendor references, and any other 3.Published statements by agencies that have been issued or published about the entity within the past five (5) years; 4.Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 91 17 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 5.Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Bidder’s financial position or ability to provide service to the County. CONTRACTUAL OBLIGATIONS The contents of this Bid and the commitments set forth in the Bid shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service COMPLIANCE WITH LAWS Seller represents and warrants that the performance of this order and the furnishing of goods or services required shall be in accordance with the applicable standards, provisions and stipulations of all pertinent Federal, State or County laws, rules, regulations, resolutions and ordinances including but not limited to the Fair Labor Standards Act, the Equal Employment Opportunity rules and regulations and the Occupational Safety and Health Acts. SUB-CONTRACTOR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the Bid by any Company requires the use of sub-contractors, partners, and/or third-party products or services, this must be clearly stated in the Bid. The Company submitting the Bid shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. MODIFICATION OR WITHDRAWAL OF BID Prior to the scheduled closing time for receiving bids, any Contractor may withdraw his bid. After the scheduled closing time for receiving bids, no bid may be withdrawn for 90 days. Only written requests for the modification or correction of a previously submitted bid that are addressed in the same manner as bids and are received by the County prior to the closing time for receiving bids will be accepted. The bid will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Bid.” Oral, telephone or fax modifications or corrections will not be recognized or considered. RIGHT OF CANCELLATION Any contract agreement entered into with the County that requires ongoing payments after the end of the fiscal year in which the equipment is purchased is cancelable by the County in the event that continuing funds are not appropriated. VENDOR DECLARATION The vendor must state that the bid was made without connection with any other person, company, or parties making a similar bid and that it is in all respects fair and in good faith without collusion and fraud. 92 18 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% CONTRACT COMMENCEMENT Commencement of a contract shall not begin prior to all necessary County approvals, including County Commission approval where required, and receipt of a County Purchase Order. Commencement of a contract without these approvals is solely at the Bidder’s own risk and is likely to result in no payment for services performed or goods received. DISPUTES In case of any doubt or differences of opinion as to the services to be furnished hereunder, the decision of the County shall be final and binding upon both parties. EQUAL EMPLOYMENT OPPORTUNITY All Companies will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit a bid. DBE Contractors must be certified and registered on the NCDOT Directory. LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. E-VERIFY E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Offeror/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. DRUG-FREE WORKPLACE During the performance of this project, the Firm agrees to provide a drug-free workplace for his employees; post in conspicuous places, available to employees and applicants for 93 19 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Firm maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Contractor/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. CONTRACT ALIGNMENT To improve administrative efficiency, the County reserves the right, at its sole discretion, to adjust the initial contract term or any renewal term so that this contract’s end date aligns with the end dates of other County chemical contracts. This may include shortening the initial term or modifying a renewal term to create a uniform contract cycle for all water treatment chemicals. Any such adjustment will not reduce the Supplier’s unit pricing for the applicable period. EARLY TERMINATION TO ALIGN CONTRACT CYCLES The County may terminate this contract, in whole or in part, upon sixty (60) days’ written notice in order to align chemical contract cycles. The Supplier shall be entitled to payment for product delivered prior to the effective termination date, but shall not be entitled to anticipatory profits or additional charges resulting from such termination. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, 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 94 20 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% B.COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C.COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D.PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS A.The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B.Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C.Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D.It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. 95 21 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% E.Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F.Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G.The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H.Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I.Certificate Holder shall be listed as follows: Union County Attention: Jeff Morgan, Director of Security Risk Management 500 N. Main Street, Suite #130 Monroe, NC 28112 J.If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, 96 22 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. ---Intentially Left Blank--- 97 23 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 10 APPENDIX A –PRICE FORM IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% Submitting firms need not bid on all items for consideration. The undersigned proposes to furnish the following items in strict conformance with the bid specifications and bid invitation issued by Union County for this bid. The undersigned hereby certifies that this bid is made without prior understanding, agreement, or connection with any person(s), firm(s), or corporation(s) making bids or proposals. The bidder further certifies that he/she is not suspended or debarred from bidding by any federal, state, or local agency. Any exceptions are clearly marked in the attached copy of bid specifications. SUBMIT WITH BID Failure to complete the following form(s) shall result in your Bid being deemed nonresponsive and rejected without any further evaluation. The award will be made to the lowest, responsive, responsible bidder based on the Price per Gallon. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. Line Item Chemical Description Estimated Annual Quantities Unit of Measure Delivery Method Price per Gallon 1 Ortho-Polyphosphate 40% 7,000 Gallons Tote/Tanker Additional Fees: Not Included in the Evaluation of Bids Fees/Costs Tote Deposits, etc. - Explain: $ I certify, under penalty of perjury, that I have the legal authorization to bind the firm hereunder: __________________________________ ______________________________ Signature/Title of Person Authorized to Sign Print Name/Title of Authorized Person E mail ____________________________________________________________________ Acknowledgement of Certificate of Analysis____________________________________ 98 24 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 11 APPENDIX B – BID SUBMISSION FORM IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% SUBMIT WITH BID This Bid is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all Bids, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-bid this project. Bid is valid for 120 calendar days from the Bid due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 99 25 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 12 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% SUBMIT WITH BID Please acknowledge receipt of all addenda by including this form with your Bid . Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or www.ips.state.nc.us. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this Bid is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 100 26 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 13 APPENDIX D – VENDOR PAYMENT LETTER IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% Do Not Submit with Bid -----For informational purposes only. ----- 101 27 Union County, North Carolina IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 14 APPENDIX E – TEMPLATE AGREEMENT IFB No. 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% Do Not Submit with Bid -----For informational purposes only. ----- 102 Purchase of Goods (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain [describe goods here (ex: Type K copper tube for potable water)], 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 attached Specifications [or, if the full IFB (or RFP) is to be attached, state the IFB # and IFB title]. 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 – Price Form” (or whatever title was used on the pricing form in the solicitation)]. 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. [Include this paragraph only if Union agrees to such potential increase over time, or if this provision is included in the IFB.] 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 [Appendix A] based on the Consumer Price Index agreed upon by both Contractor and Union, limited to the amount of the CPI increase over the previous year. 103 Purchase of Goods (Updated 02.06.24) 2 3. DELIVERY SCHEDULE. Contractor shall ship requested Goods described in Section 1 herein FOB destination, Freight Prepaid, and delivery of such Goods shall be within ____________[length of time, as listed in the IFB] of the date Contractor receives Union’s order. 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length]. [The following sentence is to be used only if renewals might be needed or desired, and then only if the IFB or RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the IFB or RFP] additional ___[number of years in each renewal term]-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. 104 Purchase of Goods (Updated 02.06.24) 3 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 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 105 Purchase of Goods (Updated 02.06.24) 4 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. 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 [CONTRACTOR FULL LEGAL NAME] BY: _____________________________(SEAL) Approved as to Legal Form ____ This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 106 Purchase of Goods (Updated 02.06.24) 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 D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 107 Purchase of Goods (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 108 Purchase of Goods (Updated 02.06.24) 7 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. 109 Invitation for Bid No. 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% ADDENDUM No. 1 ISSUE DATE: January 21, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 110 Page 2 of 3 Union County, North Carolina Addendum No. 1, IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% Delete/Add/Replace Section 1. Add attachments: COA and SDA files attached at the end of document. Question/Answer Section 1. Question: What is the Current Price per Gallon Union County-Yadkin WTP is paying for its Otho-polyphosphate? Answer: $9.79 2. Question: Who is the current supplier of its liquid phosphate? Answer: Univar 3. Question: What type of Delivery is the Yadkin WTP receiving its Otho-polyphosphate? • How many gallons per tanker load? • Totes Answer: 3900 gallons per tanker load, and no totes. 4. Question: On Page 23 of the Bid Document: 10 – Appendix A – Price Form • “Additional Fees: Tote Deposits, etc. – Explain” • Is the Current Phosphate Vendor Charging Tote Deposits? • Will Yadkin WTP accept ONE-(1)-Way totes, i.e., your totes to keep? • Or will Yadkin WTP only accept RETURNABLE totes? Answer: No totes. 5. Question: I have a question regarding the Ortho Polyphosphate bid. What is the name of the product you are currently using? When you say ortho polyphosphate 40%, do you mean a total PO4 percent of 40? Answer: Please refer to attached COA. 111 Page 3 of 3 Union County, North Carolina Addendum No. 1, IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 6. Question: Did you take any tote deliveries in 2025 and if so, how many totes per delivery? Answer: No Attachments: End of Addendum No. 1 112 Product: CARUS™ 8500 Lot Number: 17885 T Date of Manufacture: 17-Jul-2025 Parameter Result Units Min Max Specific Gravity at @ 20°C 1.38 1.35 1.41 pH (1% Solution)5.8 5.2 6.2 Parameter Typical Units Min Max Total Phosphate 34.7 %32.3 37.7 Orthophosphate 17.1 %15.4 19.6 Analyst: R. Glenn By: Lori Setchell Lori Setchell Quality Control Manager Carus 815-224-6842 315 5th Street Peru, IL 61354 www.CarusLLC.com CERTIFICATE OF ANALYSIS 113 SAFETY DATA SHEET 1. Identification CARUS™ 8500 Water Treatment ChemicalProduct identifier Other means of identification -SDS number An effective corrosion inhibitor and sequesterant for use in potable and industrial water systems.Recommended use None known.Recommended restrictions Manufacturer/Importer/Supplier/Distributor information CARUS LLCCompany name 315 Fifth Street,Address Peru, IL 61354, USA +1 815 223-1500 - All other non-emergency inquiries about the product should be directed to the company Telephone salesmkt@carusllc.comE-mail www.carusllc.comWebsite Sr. Manager Global Corporate Product Stewardship, RCMS CoordinatorContact person For Hazardous Materials [or Dangerous Goods] Incidents ONLYEmergency Telephone (spill, leak, fire, exposure or accident), call CHEMTREC at CHEMTREC®, USA: 001 (800) 424-9300 CHEMTREC®, Mexico (Toll-Free - must be dialed from within country): 01-800-681-9531 CHEMTREC®, Other countries: 001 (703) 527-3887 2. Hazard(s) identification Not classified.Physical hazards Not classified.Health hazards Not classified.OSHA defined hazards Label elements None.Hazard symbol Signal word None. Hazard statement The mixture does not meet the criteria for classification. Precautionary statement Prevention Observe good industrial hygiene practices. Response Wash hands after handling. Storage Store away from incompatible materials. Disposal Dispose of waste and residues in accordance with local authority requirements. Hazard(s) not otherwise classified (HNOC) Not classified. Supplemental information None. 3. Composition/information on ingredients Mixtures The manufacturer lists no ingredients as hazardous to health according to OSHA 29 CFR 1910.1200. The components are not hazardous or are below required disclosure limits.Composition comments 4. First-aid measures Move to fresh air. Call a physician if symptoms develop or persist.Inhalation Wash off with soap and water. Get medical attention if irritation develops and persists.Skin contact Rinse with water. Get medical attention if irritation develops and persists.Eye contact CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 1 / 6 114 Rinse mouth. Get medical attention if symptoms occur.Ingestion Direct contact with eyes may cause temporary irritation.Most important symptoms/effects, acute and delayed Treat symptomatically.Indication of immediate medical attention and special treatment needed Ensure that medical personnel are aware of the material(s) involved, and take precautions to protect themselves. General information 5. Fire-fighting measures Use fire-extinguishing media appropriate for surrounding materials.Suitable extinguishing media None known.Unsuitable extinguishing media During fire, gases hazardous to health may be formed such as: Phosphorus Oxides (PxOy).Specific hazards arising from the chemical Self-contained breathing apparatus and full protective clothing must be worn in case of fire. Selection of respiratory protection for firefighting: follow the general fire precautions indicated in the workplace. Special protective equipment and precautions for firefighters In case of fire and/or explosion do not breathe fumes. Move containers from fire area if you can do so without risk. Fire fighting equipment/instructions 6. Accidental release measures Keep unnecessary personnel away. For personal protection, see section 8 of the SDS.Personal precautions, protective equipment and emergency procedures Large Spills: Stop the flow of material, if this is without risk. Dike the spilled material, where this is possible. Absorb in vermiculite, dry sand or earth and place into containers. Following product recovery, flush area with water. Small Spills: Wipe up with absorbent material (e.g. cloth, fleece). Clean surface thoroughly to remove residual contamination. Never return spills in original containers for re-use. For waste disposal, see section 13 of the SDS. Methods and materials for containment and cleaning up Prevent further leakage or spillage if safe to do so.Environmental precautions 7. Handling and storage Avoid inhalation and contact with skin and eyes. Wear appropriate personal protective equipment (See Section 8). Wash hands thoroughly after handling. Observe good industrial hygiene practices. Precautions for safe handling Store in original tightly closed container. Store away from incompatible materials (See Section 10).Conditions for safe storage, including any incompatibilities 8. Exposure controls/personal protection No exposure limits noted for ingredient(s).Occupational exposure limits No biological exposure limits noted for the ingredient(s).Biological limit values General ventilation normally adequate.Appropriate engineering controls Individual protection measures, such as personal protective equipment If contact is likely, safety glasses with side shields are recommended.Eye/face protection Skin protection For prolonged or repeated skin contact use suitable protective gloves. Suitable gloves can be recommended by the glove supplier. Hand protection Skin protection Wear suitable protective clothing.Other In case of inadequate ventilation or risk of inhalation of vapors, use suitable respiratory equipment.Respiratory protection Wear appropriate thermal protective clothing, when necessary.Thermal hazards Always observe good personal hygiene measures, such as washing after handling the material and before eating, drinking, and/or smoking. Routinely wash work clothing and protective equipment to remove contaminants. General hygiene considerations CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 2 / 6 115 9. Physical and chemical properties Colorless solution.Appearance Liquid.Physical state Liquid.Form Colorless.Color None.Odor Odor threshold Not applicable. pH 5.7±0.5 Melting point/freezing point < 32 °F (< 0 °C) Initial boiling point and boiling range Not available. Flash point Not available. Evaporation rate Not available. Not available.Flammability (solid, gas) Upper/lower flammability or explosive limits Explosive limit - lower (%)Not applicable. Explosive limit - upper (%)Not applicable. Vapor pressure Not available. Vapor density Not available. Relative density 1.38±0.03 at 25°C Solubility(ies) Solubility (water)Completely soluble. Partition coefficient (n-octanol/water) Not applicable for mixtures. Auto-ignition temperature Not applicable. Decomposition temperature Not available. Viscosity Not available. Other information Flammability Not combustible. Flash point class Not applicable. Particle size Not applicable for liquid. 10. Stability and reactivity The product is stable and non-reactive under normal conditions of use, storage and transport.Reactivity Material is stable under normal conditions.Chemical stability Hazardous polymerization will not occur.Possibility of hazardous reactions Contact with incompatible materials.Conditions to avoid Strong oxidizing agents. Strong acids. Strong bases.Incompatible materials No hazardous decomposition products are known.Hazardous decomposition products 11. Toxicological information Information on likely routes of exposure Inhalation In high concentrations, vapors may be irritating to the respiratory system. Skin contact Prolonged or repeated skin contact may cause irritation. Eye contact May cause eye irritation on direct contact. Ingestion May cause discomfort if swallowed. Symptoms related to the physical, chemical and toxicological characteristics Direct contact with eyes may cause temporary irritation. Information on toxicological effects CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 3 / 6 116 Acute toxicity Not expected to be acutely toxic. Prolonged contact may cause dryness of the skin.Skin corrosion/irritation Direct contact with eyes may cause temporary irritation.Serious eye damage/eye irritation Respiratory or skin sensitization Respiratory sensitization No sensitizing effects known. Not a skin sensitizer.Skin sensitization No data available to indicate product or any components present at greater than 0.1% are mutagenic or genotoxic. Not classified. Germ cell mutagenicity Carcinogenicity Not classified. This product is not considered to be a carcinogen by IARC, ACGIH, NTP, or OSHA. IARC Monographs. Overall Evaluation of Carcinogenicity Not listed. NTP Report on Carcinogens Not listed. OSHA Specifically Regulated Substances (29 CFR 1910.1001-1053) Not listed. Not classified.Reproductive toxicity Specific target organ toxicity - single exposure No data available. Specific target organ toxicity - repeated exposure No data available. Aspiration hazard Not classified. 12. Ecological information The product is not classified as environmentally hazardous. However, this does not exclude the possibility that large or frequent spills can have a harmful or damaging effect on the environment. Ecotoxicity The product is not expected to be readily biodegradable.Persistence and degradability No data available for this product.Bioaccumulative potential The product is soluble in water.Mobility in soil Other adverse effects No other adverse environmental effects (e.g. ozone depletion, photochemical ozone creation potential, endocrine disruption, global warming potential) are expected from this component. 13. Disposal considerations Collect and reclaim or dispose in sealed containers at licensed waste disposal site.Disposal instructions Dispose in accordance with all applicable regulations.Local disposal regulations The waste code should be assigned in discussion between the user, the producer and the waste disposal company. Hazardous waste code Dispose in accordance with local regulations.Waste from residues / unused products Empty containers should be taken to an approved waste handling site for recycling or disposal.Contaminated packaging 14. Transport information DOT Not regulated as dangerous goods. IATA Not regulated as dangerous goods. IMDG Not regulated as dangerous goods. Not available.Transport in bulk according to Annex II of MARPOL 73/78 and the IBC Code 15. Regulatory information This product is not known to be a "Hazardous Chemical" as defined by the OSHA Hazard Communication Standard, 29 CFR 1910.1200. US federal regulations CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 4 / 6 117 TSCA Section 12(b) Export Notification (40 CFR 707, Subpt. D) Not regulated. CERCLA Hazardous Substance List (40 CFR 302.4) Not listed. SARA 304 Emergency release notification Not regulated. OSHA Specifically Regulated Substances (29 CFR 1910.1001-1053) Not listed. Toxic Substances Control Act (TSCA)All components of the mixture on the TSCA 8(b) inventory are designated “active”. SARA 302 Extremely hazardous substance Superfund Amendments and Reauthorization Act of 1986 (SARA) Not listed. NoSARA 311/312 Hazardous chemical SARA 313 (TRI reporting) Not regulated. Other federal regulations Clean Air Act (CAA) Section 112 Hazardous Air Pollutants (HAPs) List Not regulated. Clean Air Act (CAA) Section 112(r) Accidental Release Prevention (40 CFR 68.130) Not regulated. Not regulated.Safe Drinking Water Act (SDWA) US state regulations US. Massachusetts RTK - Substance List Not regulated. US. New Jersey Worker and Community Right-to-Know Act Not listed. US. Pennsylvania Worker and Community Right-to-Know Law Not listed. US. Rhode Island RTK Not regulated. California Proposition 65 California Safe Drinking Water and Toxic Enforcement Act of 1986 (Proposition 65): This material is not known to contain any chemicals currently listed as carcinogens or reproductive toxins. For more information go to www.P65Warnings.ca.gov. International Inventories Country(s) or region Inventory name On inventory (yes/no)* YesAustralia Australian Inventory of Industrial Chemicals (AICIS) YesCanada Domestic Substances List (DSL) NoCanada Non-Domestic Substances List (NDSL) YesChina Inventory of Existing Chemical Substances in China (IECSC) YesEurope European Inventory of Existing Commercial Chemical Substances (EINECS) NoEurope European List of Notified Chemical Substances (ELINCS) YesJapan Inventory of Existing and New Chemical Substances (ENCS) YesKorea Existing Chemicals List (ECL) YesNew Zealand New Zealand Inventory YesPhilippines Philippine Inventory of Chemicals and Chemical Substances (PICCS) YesTaiwan Taiwan Chemical Substance Inventory (TCSI) CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 5 / 6 118 Country(s) or region Inventory name On inventory (yes/no)* YesUnited States & Puerto Rico Toxic Substances Control Act (TSCA) Inventory *A "Yes" indicates that all components of this product comply with the inventory requirements administered by the governing country(s) A "No" indicates that one or more components of the product are not listed or exempt from listing on the inventory administered by the governing country(s). 16. Other information, including date of preparation or last revision 24-July-2014Issue date 19-April-2023Revision date Version #02 Health: 1 Flammability: 0 Physical hazard: 0 Personal protection: B HMIS® ratings NFPA ratings 01 0 HSDB® - Hazardous Substances Data BankReferences The information contained herein is accurate to the best of our knowledge. However, data, safety standards and government regulations are subject to change and, therefore, holders and users should satisfy themselves that they are aware of all current data and regulations relevant to their particular use of product. CARUS LLC DISCLAIMS ALL LIABILITY FOR RELIANCE ON THE COMPLETENESS OR ACCURACY OR THE INFORMATION INCLUDED HEREIN. CARUS LLC MAKES NO WARRANTY, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTIABILITY OR FITNESS FOR PARTICULAR USE OR PURPOSE OF THE PRODUCT DESCRIBED HEREIN. All conditions relating to storage, handling, and use of the product are beyond the control of Carus LLC, and shall be the sole responsibility of the holder or user of the product. Carus and Design is a registered service mark of Carus LLC. Disclaimer CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 6 / 6 119 Invitation for Bid No. 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% ADDENDUM No. 2 ISSUE DATE: January 23, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 120 Page 2 of 3 Union County, North Carolina Addendum No. 2, IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% Delete/Add/Replace Section 1. Add attachments: COA and SDA files attached at the end of document. 2. Section 4.8 Bidders Responsibilities Delete: Third Paragraph: Bidder References. Bidder References: The bidder must provide a minimum of three client references that includes the installation of a truck scale system of the same manufacturer and model at a Landfill or Transfer Station within their respective service area within the last two years. Union County has the right to contact these references to determine customer satisfaction of product, construction and maintenance of the proposed truck scales. 3. Section 8.3 Award Procedures Delete: The County shall have a period of 90 days after opening of bids in which to award the contract Replace with: The County shall have a period of 120 days after opening of bids in which to award the contract. Question/Answer Section 1. Question: What is the Current Price per Gallon Union County-Yadkin WTP is paying for its Otho-polyphosphate? Answer: $9.79 2. Question: Who is the current supplier of its liquid phosphate? Answer: Univar 3. Question: What type of Delivery is the Yadkin WTP receiving its Otho-polyphosphate? • How many gallons per tanker load? • Totes Answer: 3900 gallons per tanker load, and no totes. 121 Page 3 of 3 Union County, North Carolina Addendum No. 2, IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% 4. Question: On Page 23 of the Bid Document: 10 – Appendix A – Price Form • “Additional Fees: Tote Deposits, etc. – Explain” • Is the Current Phosphate Vendor Charging Tote Deposits? • Will Yadkin WTP accept ONE-(1)-Way totes, i.e., your totes to keep? • Or will Yadkin WTP only accept RETURNABLE totes? Answer: No totes. 5. Question: I have a question regarding the Ortho Polyphosphate bid. What is the name of the product you are currently using? When you say ortho polyphosphate 40%, do you mean a total PO4 percent of 40? Answer: Please refer to attached COA. 6. Question: Did you take any tote deliveries in 2025 and if so, how many totes per delivery? Answer: No Attachments: End of Addendum No. 2 122 Product: CARUS™ 8500 Lot Number: 17885 T Date of Manufacture: 17-Jul-2025 Parameter Result Units Min Max Specific Gravity at @ 20°C 1.38 1.35 1.41 pH (1% Solution)5.8 5.2 6.2 Parameter Typical Units Min Max Total Phosphate 34.7 %32.3 37.7 Orthophosphate 17.1 %15.4 19.6 Analyst: R. Glenn By: Lori Setchell Lori Setchell Quality Control Manager Carus 815-224-6842 315 5th Street Peru, IL 61354 www.CarusLLC.com CERTIFICATE OF ANALYSIS 123 SAFETY DATA SHEET 1. Identification CARUS™ 8500 Water Treatment ChemicalProduct identifier Other means of identification -SDS number An effective corrosion inhibitor and sequesterant for use in potable and industrial water systems.Recommended use None known.Recommended restrictions Manufacturer/Importer/Supplier/Distributor information CARUS LLCCompany name 315 Fifth Street,Address Peru, IL 61354, USA +1 815 223-1500 - All other non-emergency inquiries about the product should be directed to the company Telephone salesmkt@carusllc.comE-mail www.carusllc.comWebsite Sr. Manager Global Corporate Product Stewardship, RCMS CoordinatorContact person For Hazardous Materials [or Dangerous Goods] Incidents ONLYEmergency Telephone (spill, leak, fire, exposure or accident), call CHEMTREC at CHEMTREC®, USA: 001 (800) 424-9300 CHEMTREC®, Mexico (Toll-Free - must be dialed from within country): 01-800-681-9531 CHEMTREC®, Other countries: 001 (703) 527-3887 2. Hazard(s) identification Not classified.Physical hazards Not classified.Health hazards Not classified.OSHA defined hazards Label elements None.Hazard symbol Signal word None. Hazard statement The mixture does not meet the criteria for classification. Precautionary statement Prevention Observe good industrial hygiene practices. Response Wash hands after handling. Storage Store away from incompatible materials. Disposal Dispose of waste and residues in accordance with local authority requirements. Hazard(s) not otherwise classified (HNOC) Not classified. Supplemental information None. 3. Composition/information on ingredients Mixtures The manufacturer lists no ingredients as hazardous to health according to OSHA 29 CFR 1910.1200. The components are not hazardous or are below required disclosure limits.Composition comments 4. First-aid measures Move to fresh air. Call a physician if symptoms develop or persist.Inhalation Wash off with soap and water. Get medical attention if irritation develops and persists.Skin contact Rinse with water. Get medical attention if irritation develops and persists.Eye contact CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 1 / 6 124 Rinse mouth. Get medical attention if symptoms occur.Ingestion Direct contact with eyes may cause temporary irritation.Most important symptoms/effects, acute and delayed Treat symptomatically.Indication of immediate medical attention and special treatment needed Ensure that medical personnel are aware of the material(s) involved, and take precautions to protect themselves. General information 5. Fire-fighting measures Use fire-extinguishing media appropriate for surrounding materials.Suitable extinguishing media None known.Unsuitable extinguishing media During fire, gases hazardous to health may be formed such as: Phosphorus Oxides (PxOy).Specific hazards arising from the chemical Self-contained breathing apparatus and full protective clothing must be worn in case of fire. Selection of respiratory protection for firefighting: follow the general fire precautions indicated in the workplace. Special protective equipment and precautions for firefighters In case of fire and/or explosion do not breathe fumes. Move containers from fire area if you can do so without risk. Fire fighting equipment/instructions 6. Accidental release measures Keep unnecessary personnel away. For personal protection, see section 8 of the SDS.Personal precautions, protective equipment and emergency procedures Large Spills: Stop the flow of material, if this is without risk. Dike the spilled material, where this is possible. Absorb in vermiculite, dry sand or earth and place into containers. Following product recovery, flush area with water. Small Spills: Wipe up with absorbent material (e.g. cloth, fleece). Clean surface thoroughly to remove residual contamination. Never return spills in original containers for re-use. For waste disposal, see section 13 of the SDS. Methods and materials for containment and cleaning up Prevent further leakage or spillage if safe to do so.Environmental precautions 7. Handling and storage Avoid inhalation and contact with skin and eyes. Wear appropriate personal protective equipment (See Section 8). Wash hands thoroughly after handling. Observe good industrial hygiene practices. Precautions for safe handling Store in original tightly closed container. Store away from incompatible materials (See Section 10).Conditions for safe storage, including any incompatibilities 8. Exposure controls/personal protection No exposure limits noted for ingredient(s).Occupational exposure limits No biological exposure limits noted for the ingredient(s).Biological limit values General ventilation normally adequate.Appropriate engineering controls Individual protection measures, such as personal protective equipment If contact is likely, safety glasses with side shields are recommended.Eye/face protection Skin protection For prolonged or repeated skin contact use suitable protective gloves. Suitable gloves can be recommended by the glove supplier. Hand protection Skin protection Wear suitable protective clothing.Other In case of inadequate ventilation or risk of inhalation of vapors, use suitable respiratory equipment.Respiratory protection Wear appropriate thermal protective clothing, when necessary.Thermal hazards Always observe good personal hygiene measures, such as washing after handling the material and before eating, drinking, and/or smoking. Routinely wash work clothing and protective equipment to remove contaminants. General hygiene considerations CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 2 / 6 125 9. Physical and chemical properties Colorless solution.Appearance Liquid.Physical state Liquid.Form Colorless.Color None.Odor Odor threshold Not applicable. pH 5.7±0.5 Melting point/freezing point < 32 °F (< 0 °C) Initial boiling point and boiling range Not available. Flash point Not available. Evaporation rate Not available. Not available.Flammability (solid, gas) Upper/lower flammability or explosive limits Explosive limit - lower (%)Not applicable. Explosive limit - upper (%)Not applicable. Vapor pressure Not available. Vapor density Not available. Relative density 1.38±0.03 at 25°C Solubility(ies) Solubility (water)Completely soluble. Partition coefficient (n-octanol/water) Not applicable for mixtures. Auto-ignition temperature Not applicable. Decomposition temperature Not available. Viscosity Not available. Other information Flammability Not combustible. Flash point class Not applicable. Particle size Not applicable for liquid. 10. Stability and reactivity The product is stable and non-reactive under normal conditions of use, storage and transport.Reactivity Material is stable under normal conditions.Chemical stability Hazardous polymerization will not occur.Possibility of hazardous reactions Contact with incompatible materials.Conditions to avoid Strong oxidizing agents. Strong acids. Strong bases.Incompatible materials No hazardous decomposition products are known.Hazardous decomposition products 11. Toxicological information Information on likely routes of exposure Inhalation In high concentrations, vapors may be irritating to the respiratory system. Skin contact Prolonged or repeated skin contact may cause irritation. Eye contact May cause eye irritation on direct contact. Ingestion May cause discomfort if swallowed. Symptoms related to the physical, chemical and toxicological characteristics Direct contact with eyes may cause temporary irritation. Information on toxicological effects CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 3 / 6 126 Acute toxicity Not expected to be acutely toxic. Prolonged contact may cause dryness of the skin.Skin corrosion/irritation Direct contact with eyes may cause temporary irritation.Serious eye damage/eye irritation Respiratory or skin sensitization Respiratory sensitization No sensitizing effects known. Not a skin sensitizer.Skin sensitization No data available to indicate product or any components present at greater than 0.1% are mutagenic or genotoxic. Not classified. Germ cell mutagenicity Carcinogenicity Not classified. This product is not considered to be a carcinogen by IARC, ACGIH, NTP, or OSHA. IARC Monographs. Overall Evaluation of Carcinogenicity Not listed. NTP Report on Carcinogens Not listed. OSHA Specifically Regulated Substances (29 CFR 1910.1001-1053) Not listed. Not classified.Reproductive toxicity Specific target organ toxicity - single exposure No data available. Specific target organ toxicity - repeated exposure No data available. Aspiration hazard Not classified. 12. Ecological information The product is not classified as environmentally hazardous. However, this does not exclude the possibility that large or frequent spills can have a harmful or damaging effect on the environment. Ecotoxicity The product is not expected to be readily biodegradable.Persistence and degradability No data available for this product.Bioaccumulative potential The product is soluble in water.Mobility in soil Other adverse effects No other adverse environmental effects (e.g. ozone depletion, photochemical ozone creation potential, endocrine disruption, global warming potential) are expected from this component. 13. Disposal considerations Collect and reclaim or dispose in sealed containers at licensed waste disposal site.Disposal instructions Dispose in accordance with all applicable regulations.Local disposal regulations The waste code should be assigned in discussion between the user, the producer and the waste disposal company. Hazardous waste code Dispose in accordance with local regulations.Waste from residues / unused products Empty containers should be taken to an approved waste handling site for recycling or disposal.Contaminated packaging 14. Transport information DOT Not regulated as dangerous goods. IATA Not regulated as dangerous goods. IMDG Not regulated as dangerous goods. Not available.Transport in bulk according to Annex II of MARPOL 73/78 and the IBC Code 15. Regulatory information This product is not known to be a "Hazardous Chemical" as defined by the OSHA Hazard Communication Standard, 29 CFR 1910.1200. US federal regulations CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 4 / 6 127 TSCA Section 12(b) Export Notification (40 CFR 707, Subpt. D) Not regulated. CERCLA Hazardous Substance List (40 CFR 302.4) Not listed. SARA 304 Emergency release notification Not regulated. OSHA Specifically Regulated Substances (29 CFR 1910.1001-1053) Not listed. Toxic Substances Control Act (TSCA)All components of the mixture on the TSCA 8(b) inventory are designated “active”. SARA 302 Extremely hazardous substance Superfund Amendments and Reauthorization Act of 1986 (SARA) Not listed. NoSARA 311/312 Hazardous chemical SARA 313 (TRI reporting) Not regulated. Other federal regulations Clean Air Act (CAA) Section 112 Hazardous Air Pollutants (HAPs) List Not regulated. Clean Air Act (CAA) Section 112(r) Accidental Release Prevention (40 CFR 68.130) Not regulated. Not regulated.Safe Drinking Water Act (SDWA) US state regulations US. Massachusetts RTK - Substance List Not regulated. US. New Jersey Worker and Community Right-to-Know Act Not listed. US. Pennsylvania Worker and Community Right-to-Know Law Not listed. US. Rhode Island RTK Not regulated. California Proposition 65 California Safe Drinking Water and Toxic Enforcement Act of 1986 (Proposition 65): This material is not known to contain any chemicals currently listed as carcinogens or reproductive toxins. For more information go to www.P65Warnings.ca.gov. International Inventories Country(s) or region Inventory name On inventory (yes/no)* YesAustralia Australian Inventory of Industrial Chemicals (AICIS) YesCanada Domestic Substances List (DSL) NoCanada Non-Domestic Substances List (NDSL) YesChina Inventory of Existing Chemical Substances in China (IECSC) YesEurope European Inventory of Existing Commercial Chemical Substances (EINECS) NoEurope European List of Notified Chemical Substances (ELINCS) YesJapan Inventory of Existing and New Chemical Substances (ENCS) YesKorea Existing Chemicals List (ECL) YesNew Zealand New Zealand Inventory YesPhilippines Philippine Inventory of Chemicals and Chemical Substances (PICCS) YesTaiwan Taiwan Chemical Substance Inventory (TCSI) CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 5 / 6 128 Country(s) or region Inventory name On inventory (yes/no)* YesUnited States & Puerto Rico Toxic Substances Control Act (TSCA) Inventory *A "Yes" indicates that all components of this product comply with the inventory requirements administered by the governing country(s) A "No" indicates that one or more components of the product are not listed or exempt from listing on the inventory administered by the governing country(s). 16. Other information, including date of preparation or last revision 24-July-2014Issue date 19-April-2023Revision date Version #02 Health: 1 Flammability: 0 Physical hazard: 0 Personal protection: B HMIS® ratings NFPA ratings 01 0 HSDB® - Hazardous Substances Data BankReferences The information contained herein is accurate to the best of our knowledge. However, data, safety standards and government regulations are subject to change and, therefore, holders and users should satisfy themselves that they are aware of all current data and regulations relevant to their particular use of product. CARUS LLC DISCLAIMS ALL LIABILITY FOR RELIANCE ON THE COMPLETENESS OR ACCURACY OR THE INFORMATION INCLUDED HEREIN. CARUS LLC MAKES NO WARRANTY, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTIABILITY OR FITNESS FOR PARTICULAR USE OR PURPOSE OF THE PRODUCT DESCRIBED HEREIN. All conditions relating to storage, handling, and use of the product are beyond the control of Carus LLC, and shall be the sole responsibility of the holder or user of the product. Carus and Design is a registered service mark of Carus LLC. Disclaimer CARUS™ 8500 Water Treatment Chemical SDS US 919167 Version #: 02 Revision date: 19-April-2023 Issue date: 24-July-2014 6 / 6 129 Invitation for Bid No. 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% ADDENDUM No. 3 ISSUE DATE: January 29, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 130 Page 2 of 2 Union County, North Carolina Addendum No. 3, IFB 2026-034 Yadkin River Water Treatment Plant Chemical Ortho-Polyphosphate 40% Delete/Add/Replace Section 1. Add to this section: Chemical Specification: This product should contain approximately 27% Total Phosphate and 13% Orthophosphate. Information to be added to section listed above: The ortho/polyphosphate blend shall consist of 50% polyphosphate (±1%) and 50% orthophosphate (±1%) in its neat form. The polyphosphate concentration shall be 18% (±1%) as PO₄. The orthophosphate concentration shall be 18% (±1%) as PO₄. The material shall have a minimum total phosphate activity of 35% as PO₄. End of Addendum No. 3 131 Memorandum unioncountync.gov [ G r To: Corey Brooks, Director of Procurement & Contract Management CC: Juan Rodriguez-Cruz, Procurement Specialist From: Brian Jackson, Water Treatment Superintendent Date: 3/02/26 Re: Recommendation to enter into Contract IFB 2026-034 Yadkin River Water Treatment Plant Ortho-Polyphosphate 40% Bids were received for the above referenced project on 02/06/26. Bids for the project were received from:  Shannon Chemical Corp.  Sterling Water Technologies  Univar Solutions USA The Bids were examined for discrepancies. No bid discrepancies were noted. Sterling Water Technologies was the lowest bidder but made exceptions to delivery requirements in Section 7.8. Therefore, Shannon Chemical is the lowest responsive, responsible bidder for Ortho-Polyphosphate 40% at a price of $8.07 per gallon. As such, it is Union County Water’s recommendation that the County proceed with awarding a contract to Shannon Chemical for supplying the Yadkin River Water Treatment Plant with Ortho-Polyphosphate 40%. The award of the contract is contingent upon successful completion of review and required approvals. 132 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-216 Agenda Date:4/20/2026 TITLE:..title Contract - Backwash Basin Sludge Removal at the Yadkin River Water Treatment Plant. INFORMATION CONTACT: Christopher Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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 Union County Water to issue Request for Proposals #2026-039 Yadkin Water River Treatment Plant Backwash Basin Sludge Removal. On December 19, 2025, four proposals were received and reviewed by an evaluation team in accordance with applicable evaluation criteria for this project. As a result, the team requests approval to enter into a contract with the top scoring/ranked preferred offeror, Bio-Nomic Services, Inc., to provide sludge removal 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 $385,000.00. Since this contract contains an initial two- year agreement with three one-year renewal options, a total of $1,925,000.000 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 4/9/2026Page 1 of 1 powered by Legistar™133 Simple Services (Updated 07.29.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and BIO-NOMIC SERVICES, INC., an Illinois corporation authorized to do business in the State of North Carolina, whose address is 530 Woodlawn Street, Belmont, North Carolina 28012, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain sludge removal services for the backwash basins at the Yadkin River Water Treatment Plant; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties hereto do each contract and agree with the other as follows: 1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Request For Proposal #2026-029, “Yadkin River Water Treatment Plant Backwash Basin Sludge Removal,” as modified by Addendum No. 1 dated December 3, 2025, and Addendum No. 2 dated December 10, 2025 which is incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Each time Union requests Services from the Contractor, Union shall pay Contractor $324.90 per dewatered filtered cake ton disposed and the flat fees of $30,060.00 for preparation & mobilization and $27,050.00 for demobilization. Contractor shall invoice Union on a monthly basis for Services performed during the previous month, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of two (2) years (the “Initial Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to three (3) additional one-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as 134 Simple Services (Updated 07.29.24) 2 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 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. 135 Simple Services (Updated 07.29.24) 3 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.] 136 Simple Services (Updated 07.29.24) 4 IN WITNESS WHEREOF, the parties hereto, acting under authority of their respective governing bodies, have hereunto set their hands and seals, and have caused this Agreement to be duly executed, this the day and year first above written. UNION COUNTY By: (SEAL) Brian W. Matthews, County Manager BIO-NOMIC SERVICES, INC. By: (SEAL) 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 137 Simple Services (Updated 07.29.24) 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 D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 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. 138 Simple Services (Updated 07.29.24) 6 B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Water Contract #: 10155 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. 139 Request for Proposals No. 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Due Date: Time: Receipt Location: 12/19/2025 11:00 AM EST Electronic Submission (Refer to Section 2) Union County Procurement and Contract Management Department (Note: Follow the submittal instructions in Section 2.2 to electronically upload a proposal package.) Non-Mandatory Pre-Proposal Conference and Site Visit. 12/02/2025 10:00AM EST. For the time and location, Refer to page 3 for details. Procurement Contact: Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov 140 1 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 1 NOTICE OF ADVERTISEMENT ............................................................................................. 3 2 SUBMITTAL DETAILS ............................................................................................................ 4 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS ............................................. 4 2.2 PROPOSAL SUBMISSION REQUIREMENTS ........................................................................... 4 2.3 PRE-PROPOSAL CONFERENCE AND SITE VISIT ......................................................................................... 4 2.4 PROPOSAL QUESTIONS .................................................................................................. 4 2.5 PROPOSAL ADDENDUM ................................................................................................. 5 2.6 COMMUNICATION ......................................................................................................................................... 5 3 PURPOSE.................................................................................................................................... 5 3.1 COUNTY ....................................................................................................................... 5 3.2 INTRODUCTION ............................................................................................................. 5 4 SCOPE OF SERVICES .............................................................................................................. 5 4.1 SCOPE OF WORK SUMMARY ........................................................................................... 5 4.2 SAFETY ........................................................................................................................ 6 4.3 SPECIAL REQUIREMENTS ............................................................................................................................. 6 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS ................................ 7 5.1 TERMS OF SUBMISSION .................................................................................................. 7 5.2 DUPLICATE PROPOSALS ................................................................................................. 7 5.3 PROPOSAL FORMAT ....................................................................................................... 7 5.3.1 Section A – Cover Letter ......................................................................................................................... 8 5.3.2 Section B – Company Background and Experience .................................................................................... 9 5.3.3 Section C – Project Team ....................................................................................................................... 9 5.3.4 Section D - Methodology And Implementation Plan ................................................................................. 10 5.3.5 Section F – References ......................................................................................................................... 10 5.3.6 Section G – Price Form ........................................................................................................................ 10 5.3.7 Section H – Required Forms ................................................................................................................. 10 6 EVALUATION CRITERIA AND SELECTION PROCESS ................................................ 10 6.1 SELECTION PARTICIPANTS ........................................................................................... 10 6.2 FINANCIAL INFORMATION ........................................................................................................................11 6.3 EVALUATION SELECTION PROCESS ................................................................................ 11 6.4 AWARD PROCEDURE ................................................................................................... 12 6.5 CONFLICT CERTIFICATION ........................................................................................... 13 7 GENERAL CONDITIONS AND REQUIREMENTS ............................................................ 13 7.1 TERMS AND CONDITIONS ............................................................................................. 13 7.2 CONTRACTUAL OBLIGATIONS ...................................................................................... 13 7.3 SUB-CONTRACTOR/PARTNER DISCLOSURE .................................................................... 13 7.4 EXCEPTION TO THE PROPOSAL ...................................................................................... 14 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL ............................................................. 14 7.6 EQUAL EMPLOYMENT OPPORTUNITY ............................................................................ 14 7.7 MINORITY BUSINESSES OR DISADVANTAGED BUSINESSES ............................................... 14 7.8 LICENSES ................................................................................................................... 14 7.9 E-VERIFY ......................................................................................................................................................15 7.10 DRUG-FREE WORKPLACE ............................................................................................ 15 141 2 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 7.11 INSURANCE ................................................................................................................ 15 7.12 INDEMNIFICATION ...................................................................................................... 17 8 APPENDIX A – PRICE FORM .............................................................................................. 18 9 APPENDIX B – PROPOSAL SUBMISSION ......................................................................... 19 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION ................................................... 20 11 APPENDIX D – BW BASIN(S) DRAWINGS ........................................................................ 21 12 APPENDIX E – SAMPLE VENDOR PAYMENT NOTIFICATION................................... 22 13 APPENDIX F – TEMAPLATE CONTRACT ........................................................................ 23 142 3 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 1 NOTICE OF ADVERTISEMENT Union County, North Carolina Request for Proposals No. 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Electronic proposals will be received by the Union County’s Procurement Department at the Union until 11:00 AM EST on 12/19/2025. Late submittals will not be accepted. Union County, North Carolina, through Union County Water, is soliciting proposals from experienced and qualified firms to provide Backwash basin sludge removal services. Copies of the solicitation may be obtained from the locations listed below: 1. Download the Proposal Documents from the Union County website: https://www.unioncountync.gov/departments/bids-procurement/current-bids 2. Download the Solicitation Documents from the State of North Carolina Electronic Vendor Portal: https://evp.nc.gov (Search County of Union – Filter Solicitation Status Open). A Non-Mandatory Pre-Bid and Site Visit Meeting: This is a non-mandatory meeting that will take place on 12/02/2025 at 10:00 AM at the Yadkin River WTP, 3522 New Salem Road, Monroe, NC 28110. Representatives from Union County Water will be on-hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged. All questions about the meaning or intent of the Proposal Documents are to be submitted in writing to the Procurement contact person listed on the cover page Juan.Rodriguez- Cruz@unioncountync.gov. The deadline for questions is on 12/05/2025, at 5:00 PM EST. Union County reserves the right to reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest. Union County reserves the right to award to multiple vendors. Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. 143 4 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 2 SUBMITTAL DETAILS 2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS All Proposal Submittals are to be received by the Union County Procurement Department no later than 11:00 AM EST on 12/19/2025 per the instructions below. Any submittals received after this date and time shall be rejected without exception. 2.2 PROPOSAL SUBMISSION REQUIREMENTS The proposal must be submitted electronically using the following link: https://lfportal.unioncountync.gov/Forms/procurementsubmit. Select the Solicitation drop down arrow and choose this RFP from the list. Complete the form, upload your proposal, and select submit. An email will be sent to the address listed on the form as your confirmation of receipt. The proposal package must be signed by a person who is authorized to bind the proposing Company. Instructions for preparing the proposal are provided herein. Paper submissions will not be accepted. Submissions e-mailed directly to the Procurement Contact will not be accepted. There is no expressed or implied obligation for Union County to reimburse Offerors for any expenses incurred in preparing proposals in response to this request. Union County reserves the right to: • Reject any or all proposals, to waive technicalities and to make such selection deemed in its best interest; • Cancel this solicitation; and • Award to multiple vendors. 2.3 PRE-PROPOSAL CONFERENCE AND SITE VISIT A Non-Mandatory Pre-Proposal Conference will be held on 12/02/2025, at 10:00 AM at the Yadkin River WTP, 3522 New Salem Road, Monroe, NC 28110. Union County Water staff and a Union County Procurement representative will be present to give a brief overview of the project and give access to the facility. 2.4 PROPOSAL QUESTIONS Proposal questions will be due on or before 12/05/2025 at 5:00 PM EST. The primary purpose is to provide participating Offerors with the opportunity to ask questions, in writing, related to the RFP. Submit questions in a Word Document or in the body of an email and send to Juan Rodriguez-Cruz Juan.Rodriguez-Cruz@unioncountync.gov by the deadline shown above. The email subject line should identify the proposal number and project title. All questions and answers may be posted as addenda on www.unioncountync.gov and/or https://evp.nc.gov 144 5 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 2.5 PROPOSAL ADDENDUM Union County may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this RFP or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C – Addendum and Anti-Collusion form. 2.6 COMMUNICATION All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Proposals must be made only through the Procurement Contact noted on the cover of this RFP. A violation of this provision is cause for the County to reject a Company’s proposal. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. 3 PURPOSE 3.1 COUNTY The County (estimated population 239,859) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. 3.2 INTRODUCTION Union County (hereafter the “County”), through Union County Water, is soliciting proposals from qualified contractors for Backwash basin sludge removal services. 4 SCOPE OF SERVICES 4.1 SCOPE OF WORK SUMMARY The Backwash basin sludge removal services at the Yadkin River Water Treatment Plant are used to store and settle residuals generated by the water treatment process. As the basins accumulate materials, removal will be required. The basins can accommodate up to 5.5 feet of sludge; however, our goal is to maintain a sludge blanket of less than 4 feet in each basin. To support this, Union County Water is seeking to establish a contract for sludge removal services to be scheduled when sludge blanket depth exceeds operational targets, or upon notification by UCW staff over the next three years. The scope of work shall include the mobilization and demobilization of all equipment and personnel necessary to perform sludge removal, ensuring the safe and efficient removal of sludge deposits from the residual basin. The contractor will be responsible for the proper handling, transportation, and disposal of the removed sludge in full compliance with all 145 6 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal applicable environmental regulations including NCDEQ requirements and in strict accordance with all applicable laws. Additionally, the basin must be restored to operational standards and design capacity, free of residual piles, and inspected with UCW staff prior to demobilization following sludge removal. Complete documentation of disposal and any required regulatory compliance paperwork must be provided. Contractor shall furnish all permits, labor, materials and equipment required to remove, transport, and dispose of sludge/solids removed from the backwash basins. Within twenty- four (24) hours of occurrence, Contractor shall provide UCW with written notice of violation or noncompliance with respect to Contractor’s permit(s), UCW’s permit(s), or of any action commenced in any court of competent jurisdiction involving the operations conducted by Contractor during the duration of this contract. If a dewatering or decanting operation is part of the process, coordinate these activities with the Union County Water point of contact to determine where the water will be disposed of must be at an approved discharge location or facility permitted by NCDEQ or equivalent authority and if at the plant, sampling may be conducted. Metering of the water back into the plant to prevent a plant upset and to stay in the 10% of daily flow recycle rule will be required. Plant operations staff will have the ability to stop any dewatering/decanting operation at any time if process integrity becomes an issue. Work to be completed Monday through Friday 7am -5pm. Contractor shall coordinate scheduling with plant operations staff. Emergency mobilization capabilities will be considered in the selection process. 4.2 SAFETY The Offeror shall provide all employees with necessary personal protective equipment such as industry specific clothing, head, respiratory, eye, hand and foot protection. 4.3 SPECIAL REQUIREMENTS • Ongoing Regulatory Compliance: Contractor must possess and maintain all appropriate permits, plans, equipment, facilities, and personnel necessary to safely accept, transport and deliver County residuals in a manner consistent with all applicable state federal and local requirements. Contractor must appropriately document residuals transport as required by law and must produce such records as requested by the County. • Operations in good standing: Contractor shall have in effect no current enforcement actions against their operations pertaining to residuals transport. Contractor shall maintain a satisfactory safety record for the duration of this contract. This includes but is not limited to notices of violation, orders, penalties, or other enforcement actions restricting relevant activities. • Adequate hauling equipment: All equipment supplied and/or utilized under this contract must be of adequate design and condition to safely, satisfactorily, and legally accept, transport, and transfer residuals as required. • Spill response capabilities: Contractor must operate all equipment utilized under 146 7 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal this contract in such manner as to prevent spillage during transport. However, in case of unavoidable spills, Contractor must promptly and adequately respond to spills in such a manner as to maintain regulatory compliance and minimize harm to the affected environment, people and equipment. Contractor must immediately report any spill incidents to the County and other appropriate parties, per spill response plans. 5 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS 5.1 TERMS OF SUBMISSION All material received from a person or company (“Offeror”) in response to this solicitation shall become the property of Union County and will not be returned to the Offeror. Any and all costs incurred by an Offeror in preparing, submitting, or presenting submissions are the Offeror’s sole responsibility and Union County shall not reimburse the Offeror. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Offeror considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132 -1.2 and 66 - 152, must be properly designated as a trade secret. In order to properly designate such material, the Offeror must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Offeror understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Offeror materials which was properly labeled by the Offeror as a trade secret, Union County will notify the Offeror of the request and the date that such materials will be released to the requestor unless the Offeror obtains a court order enjoining that disclosure. If the Offeror fails to obtain the court order enjoining disclosure prior to that date, Offeror understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Offeror also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Offeror. 5.2 DUPLICATE PROPOSALS No more than one (1) proposal from any Offeror will be considered by the County. In the event multiple proposals are submitted in violation of this provision, the County will have the right to determine which proposal will be considered, or at its sole option, reject all such multiple proposals. 5.3 PROPOSAL FORMAT 147 8 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal The County desires all responses to be identical in format in order to facilitate comparison. While the County’s format may represent a departure from the vendor’s preference, the County requests adherence to the format. All responses are to be in the format described below. Offerors should prepare their proposals in accordance with the instructions outlined in this section. Each Offeror is required to submit the proposal electronically – Refer to page 4, item 2.2. Each section should be identified as described below. Proposals should be prepared as simply as possible and provide a straightforward, concise description of the proposer’s capabilities to satisfy the requirements of the RFP. The County may award a contract based on initial offers received without discussion of such offers. A proposer’s initial offer should, therefore, be based on the most favorable terms available. The County reserves the right to contact proposers regarding cost and scope clarification at any time throughout the selection process. The successful Offeror’s proposal must include all responses to the requirements contained within this RFP and all appendices (if applicable) must be completed in their entirety. By submitting a proposal, the successful Offeror’s Offeror agrees to all applicable provisions, terms and conditions associated with this RFP. This solicitation, the successful Offeror’s submitted proposal, all appendices and attachments (if applicable), and stated terms and conditions may become part of the resulting contract. Utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included. Omissions and incomplete answers may be deemed unresponsive. Please initial any corrections. The proposal should be organized and identified by section as follows: • Section A – Cover Letter • Section B – Company Background and Experience • Section C – Project Team • Section D – Methodology and Implementation Plan • Section E - References • Section F – Proposed Pricing  Appendix A – Price Form (completed); submit with proposal • Section G – Required Forms  Appendix B – Proposal Submission (signed)  Appendix C - Addenda Receipt and Anti-Collusion (signed) 5.3.1 SECTION A – COVER LETTER 148 9 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Provide the following information about your company. Respond to each item and provide supporting documentation and/or exhibits as requested or desired. 1. Legal Company Name and DBA (if applicable) Address Telephone Number Website Address 2. Name of Single Point of Contact Title Telephone Number Email Address 3. Name of Person with Binding Authority Title Address Telephone Number Email Address 4. Stipulate that the proposal price will be valid for a period of 180 days. 5. Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this proposal or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This proposal includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.” 5.3.2 SECTION B – COMPANY BACKGROUND AND EXPERIENCE This section provides each vendor with the opportunity of demonstrating how its history, organization, and partnerships differentiate it from other entities. Careful attention should be paid to providing information relevant to Union County needs. Provide a concise profile of the Proposer’s organization to include the following: • Corporate history, and number of years in business under the current organizational name, structure and services offered. • Assets available to meet County service requirements. • Is the Offeror’s organization involved in any pending litigation that may affect its ability to provide its products and services? 149 10 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 5.3.3 SECTION C – PROJECT TEAM Describe the professional staff to be associated with this project. Upon award and during the contract period, if the contractor chooses to assign different personnel to the project, the Contractor must submit their names and qualifications including information listed above to the County for approval before they begin work. At a minimum, this section should include the following information for each key person identified by the company: • Name and title • Project responsibilities and roles • Involvement levels & durations • Years of relevant experience • Length of service with the company 5.3.4 SECTION D - METHODOLOGY AND IMPLEMETATION PLAN Provide a description of the approach and methodology to be used to accomplish the Scope of Work of this RFP. The Methodology Section should include: • An implementation plan that describes the methods, including controls, by which your firm manages projects of the type. • Project management, implementation strategies or techniques that the Offeror intends to use in carrying out the work. • Brief description of efforts your firm will undertake to achieve client satisfaction and to satisfy the requirements of this solicitation. • Brief description of specific tasks you will require from County staff. Explain what the respective roles of County staff and your staff would be to complete the tasks specified. 5.3.5 SECTION E – REFERENCES • Provide, at a minimum, three (3) comparable clients with whom your firm has an established relationship similar to the Scope of Work outlined in this RFP and include the following: • Company Name • Contact Name and Title • Address • Phone Number • Email Address • Project name • Length of Relationship 5.3.6 SECTION F – PROPOSED PRICING • Complete Appendix A – Price Form and submit with proposal 5.3.7 SECTION G – REQUIRED FORMS Offerors must include signed copies of the following documents: • Appendix B – Proposal Submission (signed) • Appendix C – Addenda Receipt and Anti-Collusion (signed) 150 11 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 6 EVALUATION CRITERIA AND SELECTION PROCESS 6.1 SELECTION PARTICIPANTS 1. Maintaining the integrity of the RFP process is of paramount importance for the County. To this end, please do not contact any members of Union County or its staff regarding the subject matter of this RFP until a selection has been made, other than the County’s designated contact person identified in the introduction to this RFP. 2. Representatives of Union County will read, review, and evaluate the RFP independently based on the evaluation criteria. Failure to abide by this requirement shall be grounds for disqualification from this selection process. 3. The County will establish an RFP Evaluation Team to review and evaluate the RFPs. The RFP Evaluation Team will assess the RFPs independently in accordance with the published evaluation criteria. Union County reserves the right to conduct interviews with a shortlist of selected Offerors. 4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the RFPs. The County reserves the right to determine the suitability of proposals on the basis of a proposal meeting scope and submittal criteria listed in the RFP. Evaluation criteria and other relevant RFP information will be used to assist in determining the finalist Vendor. 6.2 FINANCIAL INFORMATION Offeror may be asked to provide the following financial information. If the following financial information is requested, it shall be readily available and provided to the County within forty-eight (48) hours upon request during the bid certification process: 1. Annual audited financial reports for the past five (5) fiscal years; 2. Credit reports, credit bulletins, bank and vendor references, and any other published statements by agencies that have been issued or published about the entity within the past five (5) years; 3. Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 4. Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Offeror’s financial position or ability to provide service to the County. 6.3 EVALUATION SELECTION PROCESS A weighted analysis of the evaluation criteria will be utilized to determine the Vendor that represents the best value solution for the County. In the evaluation and scoring/ranking of Offerors, the County will consider the information submitted in the RFP as well as the meetings (if applicable) with respect to the evaluation criteria set forth in the RFP. 151 12 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed Offerors. The County may choose to award without engaging in interview discussions. RFP Criteria Weights Company Background and Experience 40% Project Team, Methodology & Implementation Plan 35% Price 15% Compliance with Submittal Requirements 10% Vendors may be invited to give a demonstration of the capabilities of the proposed solution to the Union County evaluation team. The successful bidder’s demonstration (if requested), along with questions and answers, will be a critical component of the overall vendor evaluation. After identification of Short-Listed Offerors, the County may or may not decide to invite Short-Listed Offerors to vendor demonstration/interviews. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of selecting a Preferred Offeror, the evaluation criteria will be given the following relative weights: Interview Criteria Weights Proposed Approach & Staff 60% Price, Quality and Relevance of Interview as it Relates to the Scope of the RFP 40% Additional meetings may be held to clarify issues or to address comments, as deemed appropriate. Proposers will be notified in advance of the time and format of such meetings. 6.4 AWARD PROCEDURE Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept the proposal that best serves its needs, as determined by County officials in their sole discretion. The County reserves the right to make an award without further discussion of the proposals received. Therefore, it is important that the proposal be submitted initially on the most favorable terms. A proposal may be rejected if it is incomplete. Union County may reject any or all proposals and may waive any immaterial deviation in a proposal. More than one proposal from an individual, Offeror, partnership, corporation or association under the same or different names, will not be considered. The County reserves the right to enter into negotiations with the top ranked Offeror. However, negotiations with the top ranked Offeror does not signify a commitment by Union County to execute a contract or to continue discussions. 152 13 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal The County reserves the right to terminate negotiations at any time and for any reason. The County may select and enter into negotiations with the next most advantageous Proposer if negotiations with the initially chosen Proposer are not successful. The award shall be made in the best interest of the County. This Request for Proposal is not subject to any competitive bidding requirements of North Carolina law. The County reserves the right to accept other than the most financially advantageous proposal. The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s proposal as negotiated. 6.5 CONFLICT CERTIFICATION The Offeror must certify that it does not have any actual or potential conflicts of interest with, or adversarial litigation against the County or any of its officers or employees. During the course of the contractual relationship formed pursuant to this solicitation, any such conflict of interest, whether newly arising or newly discovered, must be disclosed to the County in writing. 7 GENERAL CONDITIONS AND REQUIREMENTS 7.1 TERMS AND CONDITIONS The contract award may have an initial term of two (2) years with three (3) one-year renewal options at the County’s discretion, pending annual budget approval. Union County has the right to reject any or all proposals, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification. The County is not obligated to accept the lowest cost proposal. The County may accept that proposal that best serves its needs, as determined by County officials in their sole discretion. All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. All proposals submitted in response to this request shall become the property of Union County and as such, may be subject to public review. 7.2 CONTRACTUAL OBLIGATIONS The contents of this Proposal and the commitments set forth in the selected Proposal(s) shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service Provider(s). 7.3 SUB-CONTRACTOR/PARTNER DISCLOSURE If the proposal by any Company requires the use of sub-contractors, partners, and/or third- party products or services, this must be clearly stated in the proposal. The Company submitting the proposal shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. 153 14 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 7.4 EXCEPTION TO THE PROPOSAL An “exception” is defined as the Service Provider’s inability or unwillingness to meet a term, condition, specification, or requirement in the manner specified in the Proposal. All exceptions taken must be identified and explained in writing in the proposal and must specifically reference the relevant section(s) of this Proposal. Other than exceptions that are stated in compliance with this Section, each proposal shall be deemed to agree to comply with all terms, conditions, specifications, and requirements of this Proposal. If the Service Provider provides an alternate solution when taking an exception to a requirement, the benefits of this alternate solution and impact, if any, on any part of the remainder of the Service Provider’s solution, must be described in detail. 7.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL Prior to the scheduled closing time for receiving proposals, any Vendor may withdraw their proposal. After the scheduled closing time for receiving proposals, no proposal may be withdrawn for 180 days. Only written requests for the modification or correction of a previously submitted proposal that are addressed in the same manner as proposals and are received by the County prior to the closing time for receiving proposals will be accepted. The proposal will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Proposal” – with solicitation number and name on the front of the envelope. Oral, telephone, or fax modifications or corrections will not be recognized or considered. 7.6 EQUAL EMPLOYMENT OPPORTUNITY All Offerors will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. 7.7 MINORITY BUSINESSES OR DISADVANTAGED BUSINESSES It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. 7.8 LICENSES The successful Offeror(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. 7.9 E-VERIFY E-Verify is the federal program operated by the United States Department of Homeland 154 15 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 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. Vendor/Offeror shall ensure that Offeror and any Sub-Contractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. 7.10 DRUG-FREE WORKPLACE During the performance of this Request, the Offeror agrees to provide a drug-free workplace for their employees; post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the Offeror that the Offeror maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Offeror/Offerors in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. 7.11 INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, 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 (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit 155 16 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.) $1,000,000 Claims Made E. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) (for any agreement involving software applications) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. 156 17 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal G. The Certificate of Insurance should note in the Description of Operations the following: Department: Contract #: H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Union County Risk Manager 500 N. Main Street, Suite #130 Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. 7.12 INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 157 18 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 8 APPENDIX A – PRICE FORM RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Submit with Proposal Company Name DESCRIPTION TOTAL PRICE Refer to section 4. Scope of Services $ 158 19 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 9 APPENDIX B – PROPOSAL SUBMISSION RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Submit with Proposal This Proposal is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all proposals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and resubmit this project. Proposal is valid for 120 calendar days from the Proposal due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 159 20 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 10 APPENDIX C – ADDENDUM AND ANTI-COLLUSION RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Submit with Proposal Please acknowledge receipt of all addenda by including this form with your Proposal. Any questions or changes received will be posted as an addendum on unioncountync.gov and/or https://evp.nc.gov. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this proposal is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 160 21 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 11 APPENDIX D – AERATION TANK DRAWINGS RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Informational Purposes Only - Do not submit with proposal. 161 162 163 164 165 166 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 12 APPENDIX E – SAMPLE VENDOR PAYMENT NOTIFICATION RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Informational Purposes Only - Do not submit with proposal. 22 167 168 Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov ATTENTION: ACCOUNTS PAYABLE VENDORS As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors. The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice. The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced. An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices. If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment. Union County prefers all vendors participate in one of the two methods described above. Thank you in advance for your participation. 169 Union County, North Carolina RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal 13 APPENDIX F – TEMPLATE CONTRACT RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Informational Purposes Only - Do not submit with proposal. 23 170 1 Simple Services (Updated 02.06.24) STATE OF NORTH CAROLINA COUNTY OF UNION AGREEMENT 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 [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is , hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Union desires that Contractor perform certain [briefly describe services here] services; and WHEREAS, Contractor is willing to perform such services as described in this Agreement. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth, the parties hereto do each contract and agree with the other as follows: 1. SERVICES PERFORMED. Contractor agrees to perform the services as set forth in the attached Scope of Work [or, if the full RFP is to be attached as the scope of work, state the RFP number and full RFP title], which is incorporated herein by reference (hereinafter the “Services”), in accordance with the terms of this Agreement. 2. FEE AND PAYMENT SCHEDULE. Union shall pay Contractor [insert payment amount or rate] for performance of the Services. Contractor shall invoice Union on a monthly basis for Services performed, or upon such other schedule as may be agreed upon by the parties. Payment is due within thirty (30) days of receipt of an accurate invoice by Union’s Finance Division. All payments shall be conditioned upon appropriation by the Union County Board of Commissioners of sufficient funds for each request for services. 3. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length] (the “Initial Term”). [The following sentence to be used only if renewals might be needed or desired, and then only if the RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to [number of possible additional terms, as stated in the RFP] additional [number of years in each renewal term]-year terms, each a “Renewal Term,” upon written notice to the Contractor. Union may terminate this Agreement at any time, without cause, upon provision of ten (10) days’ written notice to Contractor. In the event of termination without cause, Contractor shall be paid for services performed to the date of notification of termination by Union. 4. OWNERSHIP OF DOCUMENTS. All deliverables and any other contract documents prepared by Contractor, or any subcontractors or subconsultants under the terms of this Agreement (“the Documents”), shall be the property of Union. Contractor further acknowledges that Union is subject to Chapter 132 of the North Carolina General Statutes, the Public Records Act (the “Act”), and that this Agreement, as well as any of the Documents as defined herein, shall be a public record as defined in such Act, and as such, will be open to public disclosure and copying. 171 2 Simple Services (Updated 02.06.24) 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 business permits, certificates, and licenses that may be required to carry out the work to be performed under this Agreement. 8. FEDERAL, STATE, AND LOCAL TAXES. Neither federal, nor state, nor local income tax nor payroll tax of any kind shall be withheld or paid by Union on behalf of Contractor or the employees of Contractor. Contractor shall not be treated as an employee with respect to the services performed hereunder for federal or state tax purposes. 9. NOTICE TO CONTRACTOR REGARDING ITS TAX DUTIES AND LIABILITIES. Contractor understands that Contractor is responsible to pay, according to law, Contractor’s income tax. If Contractor is not a corporation, Contractor further understands that Contractor may be liable for self-employment (social security) tax, to be paid by Contractor according to law. 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no 172 3 Simple Services (Updated 02.06.24) 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.] 173 4 Simple Services (Updated 02.06.24) 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 [CONTRACTOR’S FULL LEGAL NAME] By: (SEAL) Approved as to Legal Form This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 174 5 Simple Services (Updated 02.06.24) Exhibit A Insurance Requirements I. BASIC INSURANCE REQUIREMENTS. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager. A. WORKERS’ COMPENSATION Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of: $500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit B. COMMERCIAL GENERAL LIABILITY Covering all operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 175 6 Simple Services (Updated 02.06.24) F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Contract #: 176 7 Simple Services (Updated 02.06.24) 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. 177 Request for Proposals 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal ADDENDUM No. 1 ISSUE DATE: December 3, 2025 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 178 Page 2 of 2 Union County, North Carolina Addendum No. 1, RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Delete/Add/Replace Section Add: This Addendum is being issued to facilitate a second non-mandatory site visit for interested proposers on December 9, 2025 9:00 AM EST. A second site visit will be held at the following location: Yadkin River Water Treatment Plant 3522 New Salem Road Monroe, NC 28110 Representatives from Union County Water will be on hand to provide a brief overview of the project and to respond to general questions. All questions regarding the meaning or intent of the Proposal Documents must be submitted in writing to the Procurement contact person listed on the cover page: Juan Rodriguez-Cruz Juan.Rodriguez-Cruz@unioncountync.gov Verbal questions or statements made during the site visit shall not be considered binding unless confirmed through a written addendum issued by the County. Replace with: The question due date originally stated as December 5, 2025, at 5:00 PM EST is hereby revised and replaced throughout the Proposal Documents to reflect a new question due date of December 10, 2025, at 10:00 AM EST. End of Addendum No. 1 179 Request for Proposals 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal ADDENDUM No. 2 ISSUE DATE: December 10, 2025 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 180 Page 2 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Question/Answer Section 1. Question: What is the expected timeframe for the first removal event? Answer: As soon as possible. 2. Question: Will additional preparation time be allowed to support NCDEQ land application permitting. Answer: Depending on prep time determined. It would need to be completed and invoiced by May 26 at the latest. 3. Question: Is water available onsite for Belt Filter Press operation? 2-inch line with minimum 60 PSI. Answer: Water is available on site. A site visit would determine length of pipe required to supply press. This would be vendor's responsibility. Water would need to be metered, as well as a certified backflow device if water is used for process vs only cleaning. 4. Question: Is power available onsite near the North end of the lagoons? 480V 3Phase Answer: In the area but not available for shore power connection. Recycle pumps located near basin 1 use 480v/3 phase. Also, electrical building is approximately 100 yards from basins 1 & 2 could maybe be "tapped". It would require further investigation and county/contractor approval. Address during site visit. 5. Question: Can the online lagoon be used for filtrate discharge while press operations are being conducted in the other? Answer: Yes. 6. Question: Does the county have any sample results to support land application requirements? Answer: Have sample results from required NPDES permit discharge samples. Sludge is primarily made up of alum used for coagulation. 7. Question: Would the county consider unit pricing for sludge removal such as per gallon pricing or per wet ton pricing? Answer: Quoting sludge removal per Filter Cake Ton on either basin, including prep, mobilization, and disposal. Calculation/Determination of pre and post total solids determined by vendor. 8. Question: What is the county’s current budget for sludge removal? 181 Page 3 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Answer: Not available at this time. 9. Question: Does the county have any place to take the material away or will it need to be brought to a designated landfill. Answer: No current approved disposal site would need to be determined/set up by vendor. Union County Govt. does operate landfills in the area. 10. Question: Will the basin need to be cleaned completely or just to Union County desired amount of material displacement? Answer: 1-3 ft of residual sludge depending on price/frequency and current basin level. 11. Question: We will discharge effluent back to the pond where the material is removed. Answer: Yes 12. Question: Can we do an initial clean down to "bottom" and come back out when called out. Answer: Depends on the price. 13. Question: How often will you call out? Answer: Depends on initial removal amount. 14. Question: Are we quoting one time cleaning of both basins? Answer: Quoting sludge removal per Filter Cake Ton on either basin, including prep, mobilization, and disposal. Calculation/Determination of pre and post total solids determined by vendor. 15. Question: Is there an approved disposal site? Answer: Not currently, would need to be determined/set up by vendor. Union County Govt. does operate landfills in the area. 16. Question: Can we change the working hours to 7AM-7PM, 7 days per week? Answer: We can do Monday-Friday, 7AM-5PM working hours would only be during normal business hours, no weekends or holidays. 17. Question: Will Union County accept pricing under a different format, e.g. Mobilization with a Wet Ton Unit Cost? Answer: Yes 18. Question: Can filtrate water from dewatering operations be discharged back into the lagoons? Answer: Yes 19. Question: Are there any restrictions on equipment access into the lagoons, liner concerns? 182 Page 4 of 4 Union County, North Carolina Addendum No. 2, RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Answer: Depending on equipment. Site visit recommended. 20. Question: What is the desired/expected timeframe for cleaning the first lagoon? Answer: As soon as possible. 21. Question: Is it expected that just one lagoon event per year or two lagoon events per year? Answer: Most likely. 22. Question: Can you please tell me if dewatering using geotextile tubes is an acceptable manner for dewatering for this contract? I did notice some land near the lagoons and on the other side of the plant and would like to know if that is available for a laydown area for dewatering tubes? Answer: At this time, it is unclear whether sufficient space exists between each basin to accommodate the proposed tubing, and the containment approach for such a configuration has not been fully defined. It is therefore recommended that prospective vendors perform a site visit prior to submitting their proposals in order to adequately assess site conditions. End of Addendum No. 2 183 Memorandum unioncountync.gov [ G r To: Corey Brooks, Interim Director of Procurement & Contract Management From: Brian Jackson on Behalf of the Evaluation Team CC: Juan Rodriguez-Cruz, Procurement Specialist Date: 01/8/2026 Re: Recommendation to Enter Contract Negotiations RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal Utilizing the evaluation criteria outlined in the solicitation for RFP 2026-029 Yadkin River Water Treatment Plant Backwash Basin Sludge Removal, an evaluation team, comprised of five members, reviewed the five proposals received for this project. Based on the final ranking of the considerations, the evaluation team recommends entering into contract negotiations with Bio-Nomic Services Inc, as the preferred offeror. 184 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-217 Agenda Date:4/20/2026 TITLE:..title Contract - Sodium Hydroxide 25% for the Yadkin River Water Treatment Plant INFORMATION CONTACT: Chris Clark, Union County Water, Water & Wastewater Division Director, 980-240-9942 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 County’s Yadkin River Water Treatment Plant uses Sodium Hydroxide 25% to adjust the pH and alkalinity of the water being treated. On October 3rd, 2026, the Procurement Department partnered with Union County Water to issue Invitation for Bid #2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25%. On February 6th, 2026, four bids for the title project were received and processed. All bids were tabulated, reviewed, and certified by UCW Water Treatment. The bids ranged from $1.05 per gallon to $1.44 per gallon. Staff recommends that the project be awarded to the lowest responsive, responsible bidder, Univar Solutions USA, in the amount of $1.05 per gallon . FINANCIAL IMPACT: The anticipated annual cost for this service is $60,000. Since this contract contains an initial term of one year, with four one-year renewal options, a total of $300,000 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 4/9/2026Page 1 of 1 powered by Legistar™185 Purchase of Goods (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and UNIVAR SOLUTIONS USA INC., a Washington corporation authorized to do business in North Carolina, whose address is 200 Dean Sievers Place, Morrisville, PA 19067, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain water treatment chemicals, specifically Sodium Hydroxide 25%, 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 Bids No. 2026-030, Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% (the “IFB”), which is attached and incorporated herein by 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, unless otherwise stated in the IFB. Union reserves the right to contract with other entities for the same or similar Goods and 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 “Appendix A – Price Form,” which is attached and incorporated herein by reference. 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 “Appendix A – Price Form” in accordance with the Section 8.6 of the IFB. 3. DELIVERY SCHEDULE. Contractor shall deliver Goods described in Section 1 herein in accordance with the IFB. 186 Purchase of Goods (Updated 02.06.24) 2 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of one (1) year (the “Initial Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to four (4) 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. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the 187 Purchase of Goods (Updated 02.06.24) 3 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. 188 Purchase of Goods (Updated 02.06.24) 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 UNIVAR SOLUTIONS USA INC. BY: _____________________________(SEAL) Ileana Caballero, Municipal Specialist Approved as to Legal Form NAR This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 189 Purchase of Goods (Updated 02.06.24) 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 D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 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. 190 Purchase of Goods (Updated 02.06.24) 6 B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Public Works – Water & Wastewater Contract #: 10180 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. 191 192 January 28, 2026 10:00 AM Local Time Union County Procurement Department 610 Patton Ave. Monroe, NC 28110 Invitation for Bid No. 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% Due Date: Time: Submittal Location: Procurement Contact: Kyle Hodge Procurement Specialist 704.283.3631 kyle.hodge@unioncountync.gov 193 2 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 1 Contents 2 Notice of Advertisement ................................................................................................................ 4 3 Bid Submission .............................................................................................................................. 5 BID SUBMISSION DEADLINE ................................................................................................................................... 5 BID DELIVERY REQUIREMENTS .............................................................................................................................. 5 BID QUESTIONS ...................................................................................................................................................... 6 BID ADDENDUM ..................................................................................................................................................... 6 4 Instructions .................................................................................................................................... 6 COMMUNICATIONS ................................................................................................................................................. 6 NON-MANDATORY PRE-BID & SITE VISIT ................................................................................................................. 6 IFB MODIFICATIONS ................................................................................................................................................ 6 BIDDERS ACKNOWLEDMENT .................................................................................................................................. 7 DUPLICATE BIDS .................................................................................................................................................... 7 BID SIGNATURES .................................................................................................................................................... 7 SUBCONTRACTORS (IF APPLICABLE) ....................................................................................................................... 7 BIDDERS RESPONSIBILITIES .................................................................................................................................... 8 5 Purpose ........................................................................................................................................... 8 INTRODUCTION ....................................................................................................................................................... 8 COUNTY.................................................................................................................................................................. 8 6 Project scope .................................................................................................................................. 8 7 Specifications.................................................................................................................................. 9 INTRODUCTION ....................................................................................................................................................... 9 DEVIATIONS ............................................................................................................................................................ 9 DELIVERY & CHARGES ............................................................................................................................................ 9 QUANTITIES ............................................................................................................................................................ 9 PACKAGING ............................................................................................................................................................ 9 PURITY ................................................................................................................................................................. 10 LABELING OF HAZARDOUS MATERIALS ................................................................................................................. 10 DELVIERIES ........................................................................................................................................................... 10 DELIVERY LOCATION ............................................................................................................................................ 10 SPILL PREVENTION ................................................................................................................................................ 11 CHEMICAL SPECIFICATION – SODIUM HYDROXIDE 25% ............................................................................. 11 8 Bid submission and award .......................................................................................................... 12 BID INFORMATION ................................................................................................................................................ 12 EVALUATION OF BIDS............................................................................................................................................ 12 AWARD PROCEDURES ........................................................................................................................................... 12 AWARD ................................................................................................................................................................. 13 PRICING ................................................................................................................................................................ 13 COST ADJUSTMENTS ............................................................................................................................................. 13 BID FORMAT ........................................................................................................................................................ 14 TERMS OF SUBMISSION ......................................................................................................................................... 14 EVALUATION OF BIDS .......................................................................................................................................... 15 APPLICATION OF NORTH CAROLINA GENERAL STATUTES .................................................................................... 15 UNIT PRICES TO PREVAIL ....................................................................................................................................... 15 9 General Conditions and Requirements ..................................................................................... 15 MINIMUM REQUIREMENTS FOR BIDDERS ............................................................................................................. 15 TERMS AND CONDITIONS...................................................................................................................................... 16 194 3 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% CONTRACT TERM .................................................................................................................................................. 16 IFB EXPENSES ...................................................................................................................................................... 16 CERTIFICATION .................................................................................................................................................... 16 FINANCIAL INFORMATION .................................................................................................................................... 16 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 17 COMPLIANCE WITH LAWS .................................................................................................................................... 17 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 17 MODIFICATION OR WITHDRAWAL OF BID ............................................................................................................ 17 RIGHT OF CANCELLATION ........................................................................................................................... 17 VENDOR DECLARATION ............................................................................................................................... 17 CONTRACT COMMENCEMENT .............................................................................................................................. 18 DISPUTES.............................................................................................................................................................. 18 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 18 MINORITY AND SMALL BUSINESS PARTICIPATION PLAN ...................................................................................... 18 LICENSES .............................................................................................................................................................. 18 E-VERIFY ............................................................................................................................................................. 18 DRUG-FREE WORKPLACE .................................................................................................................................... 18 CONTRACT ALIGNMENT ........................................................................................................................................ 19 EARLY TERMINATION TO ALIGN CONTRACT CYCLES ............................................................................................. 19 INSURANCE .......................................................................................................................................................... 19 INDEMNIFICATION ................................................................................................................................................ 21 10 Appendix A –Price Form ............................................................................................................ 22 11 Appendix B – Bid Submission Form .......................................................................................... 23 12 Appendix C – Addendum and Anti-Collusion Form................................................................ 24 13 Appendix D – Vendor Payment Letter ...................................................................................... 25 14 Appendix E – Template agreement ............................................................................................ 26 195 4 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 2 NOTICE OF ADVERTISEMENT Union County, North Carolina IFB No. 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% Sealed bids for the specified water treatment chemicals will be received by mail or hand delivery to Union County’s Procurement Department until 10:00 AM (local time) on January 28, 2026, at the Union County Procurement Department, 610 Patton Avenue, Monroe, NC 28110 at which time the Bids will be publicly opened and read. Late bids will not be accepted. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid shall be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED – 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25%” and shall be addressed to Union County Procurement Department, Kyle Hodge, 610 Patton Ave, Monroe, NC, 28110. Bids will be received for a single prime contract. Bids shall be on a lump sum basis as indicated in the Bid Form. Union County, North Carolina, through the Union County Water department, is soliciting bids from qualified companies for specified water treatment chemicals as described in this solicitation. Prospective Bidders may examine the Bidding Documents by downloading from the website(s) listed below. 1. Download the Bid Documents from the Union County Website www.unioncountync.gov (Procurement Page, Current Bids). 2. Download the Solicitation Documents from the State of North Carolina eVP website: https://evp.nc.gov/solicitations/ (Search County of Union) All questions about the meaning or intent of the Bidding Documents are to be submitted in writing to the Procurement contact person listed on the cover page (kyle.hodge@unioncountync.gov). Deadline for questions is January 14, 2026 5:00 PM local time. Bidders are required to comply with the non-collusion requirements set forth in the Bidding Documents. Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and Small Businesses. The County reserves the right to reject any and/or all bids, including, without limitation, nonconforming, nonresponsive, unbalanced, or conditional bids. The County also reserves the right to waive informalities and request clarification as needed. 196 5 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 3 BID SUBMISSION BID SUBMISSION DEADLINE In accordance with Union County (the County) guidelines, bids specified will be received by Union County at the specified location listed in this IFB document, until the time and date cited. Only Bids received by the correct time shall be considered. Bids shall be sealed and labeled on the outside envelope “2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25%”. IFB’s are to be received by the Union County Procurement Department by 10:00 AM EST on January 28, 2026. Any bids received after this due date and time shall not be considered. BID DELIVERY REQUIREMENTS All Bids must be in a sealed box or opaque envelope plainly marked as follows: [Name of Contractor Submitting Bid] IFB No. 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% Attention: Kyle Hodge If using a delivery service, your company name and the solicitation number must be visible on the outside delivery box/envelope. Ship, Mail, or Hand Deliver to the following address: Mail or hand-deliver submission packets to: Union County Procurement Department 610 Patton Ave. Monroe, NC 28110 Attention: Kyle Hodge, Procurement Specialist The bid must be submitted in printed form. The original bid package must have original signatures and must be signed by a person who is authorized to bind the proposing firm. Electronic (email) or facsimile submissions will not be accepted. There is no expressed or implied obligation for Union County to reimburse firms for any expenses incurred in preparing Bid s in response to this request. Union County reserves the right to reject any or all Bids, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement. 197 6 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% BID QUESTIONS Bid questions will be due on or before January 14, 2026, at 5:00 PM local time. The primary purpose of this is to provide participating Contractors with the opportunity to ask questions, in writing, related to the IFB . Submit questions by email to Kyle Hodge at kyle.hodge@unioncountync.gov by the deadline shown above. (Do not send question in a graph or Excel sheet format.) The email subject line should be identified as follows IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% Questions. All questions and answers may be posted as addenda on www.unioncountync.gov and www.ips.state.nc.us. BID ADDENDUM Union County may modify the IFB prior to the date fixed for submission of Bids by the issuance of an addendum. Should an Offeror find discrepancies or omissions in this IFB or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above. Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of Addenda shall be acknowledged by the Offeror on Appendix C Addendum and Anti-Collusion Form. 4 INSTRUCTIONS COMMUNICATIONS All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to the Invitation for Bid (IFB) must be made only through the Procurement Contact noted on the cover of this IFB. A violation of this provision is cause for the County to reject a Company’s bid. No contact regarding this document with other County employees is permitted and may be grounds for disqualification. NON-MANDATORY PRE-BID & SITE VISIT A pre-bid meeting concerning this IFB may be held. If so, the date, time and location will be indicated on the cover of this IFB and/or in the body of IFB. Staff will be available at this meeting to answer questions about this IFB. IFB MODIFICATIONS Clarifications, modifications, or amendments may be made to the IFB at any time prior to the Bid Deadline at the discretion of the County. It is the Bidder’s responsibility to periodically check the County’s website until the posted Bid Deadline to obtain any issued addenda. 198 7 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% BIDDERS ACKNOWLEDMENT The Bid will remain subject to acceptance for 120 days afte r the Bid Opening , or for such longer period of time that Bidder may agree to in writing upon request of Owner. DUPLICATE BIDS No more than one (1) bid from any Bidder will be considered by the County. In the event multiple bids are submitted in violation of this provision, the County will have the right to determine which bid will be considered, or at its sole option, reject all such multiple bids. BID SIGNATURES An authorized company official must sign Bids. Each signature represents binding commitment upon the Bidder to provide the goods and/or services offered to the County if the Bidder is determined to be the lowest responsive, responsible Bidder. SUBCONTRACTORS (IF APPLICABLE) In addition to any identification of Subcontractors, Suppliers, individuals, or entities required to be submitted to Owner (see third full paragraph below), Bidders shall include in their Bid a list of all subcontractors which the Bidder intends to use for each of the following categories of work: • Heating, ventilating, and air conditioning (Mechanical) • Electrical A contractor whose Bid is accepted shall not substitute any person as subcontractor in the place of the subcontractor listed in the original bid, except (a) if the listed subcontractor’s bid is later determined by the contractor to be non-responsible or nonresponsive or the listed subcontractor refuses to enter into a contract for the complete performance of the bid work, or (b) with the approval of the awarding authority for good cause shown by the contractor. The terms, conditions, and requirements of each contract between Contractor and a subcontractor performing work under a subdivision or branch of work listed in this subsection shall incorporate by reference the terms, conditions, and requirements of the Contract between Contractor and Owner. Failure to include this list of subcontractors may cause a Bid to be rejected as nonresponsive by Owner. If Owner, after due investigation, has reasonable objection to any proposed Subcontractor, Supplier, individual, or entity, Owner may, before the Notice of Award is given, request apparent Successful Bidder to submit a substitute, without an increase in the Bid. Subsequent to the submittal of the Bid, Owner may not require the Successful Bidder or Contractor to retain any Subcontractor, Supplier, or other individual or entity against which Contractor has reasonable objection. 199 8 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% BIDDERS RESPONSIBILITIES The bidder must be capable, either as a firm or a team, of providing all goods or services as described under SECTION 7 – Specifications, and to maintain those capabilities until notification of the fact that their bid response was unsuccessful. Exclusion of any good or service for the IFB may serve as cause for rejection. The successful Bidder will be responsible for all work in the IFB whether they are provided or performed by the successful Bidder or subcontractor(s). Further, the County will consider the successful Bidder to be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the cost of any contract. The successful Bidder must be an authorized dealer of the proposed scale and associated equipment. This manufacturer authorization must include required installation certifications and warranty work provisions. Bidder References: The bidder must provide a minimum of three client references that includes the installation of a truck scale system of the same manufacturer and model at a Landfill or Transfer Station within their respective service area within the last two years. Union County has the right to contact these references to determine customer satisfaction of product, construction and maintenance of the proposed truck scales. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. 5 PURPOSE INTRODUCTION Union County, through Union County Water, is seeking bids from qualified firms for the delivery of specified water treatment chemicals. The resulting contract will provide Sodium Hydroxide 25% for use at the Yadkin River Water Treatment Plant. The contract may also include additional, unspecified chemical purchases on an as-needed basis if such chemicals are required for plant operations. COUNTY Union County, North Carolina (population 263,386) is located in the central, southern piedmont. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration. The County maintains a new 12 MGD Conventional Water Treatment Facility located on New Salem Road in Monroe, NC known as the Yadkin River Water Treatment Plant. 6 PROJECT SCOPE The County is seeking bids from qualified firms for all time, materials, labor, equipment, fittings, hoses, licenses, permits, etc. to deliver the specific chemical to the specified location in a timely fashion. Bid items provided shall be FOB to the delivery location specified. 200 9 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% The chemical needs of the County currently include: • Sodium Hydroxide 25% 7 SPECIFICATIONS INTRODUCTION The attached specifications and requirements are drawn around a chemical which the County has evaluated and determined to be required for the performance necessary. Bidders are requested to offer only equivalent comparable units, which will provide the features and performance needed and implied. Unless otherwise stated, the use of manufacturer’s names and product numbers are for descriptive purposes and establishing general quality levels only. They are not intended to be restrictive. Bidders are required to state exactly what they intended to furnish otherwise it is fully understood that they shall furnish all items as stated. DEVIATIONS Any deviations from specifications and requirements herein must be clearly pointed out by bidder. Otherwise it will be considered that chemicals offered will be in strict compliance with these specifications and requirements, and successful bidder will be held responsible therefor. Deviations must be explained in detail on an attached sheet. Therefore, no implication is made by Union County that deviations will be acceptable. Bidder is advised that the response (or lack thereof) on this question does not take precedence over specific responses or nonresponses provided elsewhere in this bid. DELIVERY & CHARGES FOB destination. All prices quoted shall include all delivery and/or freight charges to addresses specified in this document or other address specified on a Purchase Order. No additional freight shall be charged at time of delivery. Risk of loss and/or damage shall be upon the seller until such time as goods have been physically delivered and received by the County. Deliveries shall be within five (5) days of receipt of order. QUANTITIES Quantities are annual estimates based on the County’s projected need. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. PACKAGING All containers must be durable and dust tight, and not readily broken in handling and storage. The contents must be marked. All markings shall comply with all federal and state laws as applicable to this chemical. 201 10 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% PURITY Product shall not contain quantities or concentrations of any metals, including, but not limited to mercury, zinc, copper or cyanide, or any other impurity that would cause the Water Treatment Plant to fail to meet NPDES permit requirements. LABELING OF HAZARDOUS MATERIALS If the items or products requested by this solicitation are "Hazardous Materials" as defined by North Carolina General Statute §95-174 or Title 15 U.S.C. 1261 of the United States Code, then the bidder, by submitting their bid, certifies and warrants that the items or products to be delivered under this contract shall be properly labeled as required by the foregoing section(s) and that by delivering the items or products the bidder does not violate any of the prohibitions of NC G.S. Chapter 95 – Article 18, et al, or Title 15 U.S.C. 1261 et al. DELVIERIES Delivery will be made no later than 5 workdays after receipt of order (ARO), unless otherwise notified. Deliveries must be made during normal working hours (8:00 am - 4:00 pm), local time, Monday through Friday. All deliveries shall be made in accordance with the following standards & regulations, where applicable: - Union County Water Standards - Occupational Safety & Health Administration (OSHA) standards - U.S. Department of Transportation (DOT) - North Carolina Department of Environmental Quality (DEQ) - U.S. Environmental Protection Agency (EPA) - Any other applicable local, state or Federal laws or regulations. 24-hour advance notice of deliveries is required. Supplier will send notice of delivery and photos with names of the drivers making the deliveries to the receiving facility supervisors; specific email addresses will be provided upon award of a contract. The drivers will have a certificate of analysis (COA) and Safety Data Sheets (SDS) for all chemicals upon arrival at the receiving facility. DELIVERY LOCATION Yadkin River Water Treatment Plant 3522 New Salem Road Monroe, NC 28110 202 11 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% SPILL PREVENTION In the event of a spill resulting from the Supplier’s actions, the Supplier's employee shall perform initial spill response including but not limited to using materials in County owned spill kits to prevent chemicals from injuring County employees and to prevent chemicals from reaching storm drains. It is the responsibility of the Supplier regardless of subcontracting delivery of the chemical to any County locations, in ensuring spill response to the location. The Supplier shall pay any fines levied against the County for spills resulting from the Supplier's actions and shall pay any costs incurred for clean-up and emergency response. The Supplier must have a spill prevention program, including appropriate spill kits on delivery trucks, available and follow the Supplier’s procedures in case of a spill. The Supplier awarded the contract must provide a copy of their spill prevention program to the County for review. In the event of a spill resulting from the Supplier’s actions, the Supplier is responsible for providing all necessary personal protective equipment to their employees. In addition, if there is a spill, the Supplier must notify the county’s water treatment plant supervisor immediately. The facility supervisor will then follow procedures to contain the spill. The Supplier should have the appropriate spill prevention kit available for the chemicals they are delivering. The County will be reimbursed by the Supplier for labor and materials and damages created by the spill. CHEMICAL SPECIFICATION – SODIUM HYDROXIDE 25% Estimated Annual Quantity: 35,000 gallons Delivery Method: Tanker Physical Requirements: Color should be clear with a sweet pungent odor liquid free of suspended matter. Must be completely soluble in water. Chemical Specification: Liquid sodium hydroxide supplied under this standard shall contain approximately 25 percent sodium hydroxide (NaOH). Bidder must include COA/Product Specification with Bid. Delivery Requirements: The Sodium Hydroxide shall be shipped in approximately 3,685 gallon lots in specially equipped tank trucks, which are unloaded by hose by means of a pump or a compressor which is mounted on the delivery truck. Hose used for transfer must be securely capped during transportation. Worn or damage hoses will not be accepted for use during transfer. Supplier shall provide sufficient hose for each delivery location. Drivers are responsible for all PPE associated with offloading. The Supplier is responsible for ensuring pressure gauges on delivery trucks are functional prior to delivery. Supplier is also responsible for ensuring delivery trucks discharge at the appropriate pressure. Refer to section 7.8 “Deliveries”. 203 12 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% Impurities: Product shall not contain quantities or concentrations of any metals, including, but not limited to mercury, zinc, copper or cyanide, or any other impurity that would cause the Water Treatment Plant to fail to meet NPDES permit requirements. Refer to section 7.6 “Purity”. Utilization Location: Yadkin River Water Treatment Plant, 3522 New Salem Road, Monroe, NC 28110. 8 BID SUBMISSION AND AWARD BID INFORMATION Bids must be made in strict conformance using the Invitation for Bid (IFB) forms provided herein. All blank spaces for bids must be filled in properly. Numbers must be written in ink or typewritten, and the completed form shall be without erasures, lineation’s, or alterations. In accepting the proposal, the County will assume that no alterations have been made, and if they appear afterward, they shall not be binding on the County. All Bid Documents shall be signed by an individual who is authorized to contractually bind the company. The signature must indicate the title or position the individual holds in the agency or firm. Agencies or firms which sign contracts with the name of the agency or firm must provide the name of a corporate officer or executive director for signature validation by the County. All unsigned Bids will be disqualified. In submitting a Bid, Bidder affirms all statements contained in the proposal are true and accurate. All names and titles must be typed or printed below the signatures. EVALUATION OF BIDS Qualified bids will be evaluated and acceptance may be made of the lowest and best qualified bid most advantageous to the County as determined upon consideration of such factors as: price offered; quality of item offered; general reputation and performance capabilities of offeror; substantial conformity with specifications/other conditions set forth in the bid; suitability of articles for the intended use; related services needed; date of delivery and performance; and such other factors deemed by the County to be pertinent. AWARD PROCEDURES The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter proposals. The County desires to award a single contract to one supplier for all items being bid. The County reserves the right to award, by line item, to multiple suppliers if that is in the best interests of the County. If the contract is to be awarded, it will be awarded to the lowest responsible bidder(s) whose evaluation by the County indicates that the award will be in the best interest of County. The County shall have a period of 90 days after opening of bids in which to award the contract. 204 13 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% AWARD The term of this contract shall be for one (1) year, from the date of award with the option to renew for four (4) additional one (1) year renewals. The award is for a fixed, firm unit price during the initial one (1) year term when product needs are based upon indefinite quantities, and where orders will be based on actual needs that may exceed or be less than projections. All expenditures under a unit price contract are contingent upon appropriations having been made by Union County Board of Commissioners. Price adjustments may be negotiated at the time of renewal, based on the applicable Consumer Price Index adjustment over the preceding twelve months. Union County shall review the terms and conditions, and confirm performance under this contract has been satisfactory. However, the County reserves the right to terminate the contract or to allow the contract period to elapse. The parties agree that the contract for services may be terminated by either party upon providing 60 days written notice. PRICING Price quoted in this proposal shall be delivered, F.O.B. Destination to the location listed in the attached specifications. Bidders are warned not to include any form of Federal Excise Tax in computing their bids. The North Carolina State Sales Tax must be shown as a separate item and not included in any proposed prices. (North Carolina sales tax will be paid by Union County when shown as a separate item on an invoice for payment.) If a unit price and its extended price are inconsistent, the unit price will be considered to be the price proposed and the price proposed and the extended price will be adjusted accordingly. COST ADJUSTMENTS The unit prices proposed shall remain firm for the Initial Term of the contract. Price adjustments for any renewal term may be considered by the County only upon request by the Supplier and only if supported by verifiable industry cost data. 1. Price adjustments shall not exceed the lower of: a. 5% per renewal period, or b. the annual percentage change in the Producer Price Index (PPI) – Chemicals and Allied Products (WPU06) as published by the U.S. Bureau of Labor Statistics. 2. The Supplier shall submit a written request for adjustment at least sixty (60) days prior to the renewal date and include: a. the specific BLS PPI table and data supporting the request, b. a detailed cost justification from the Supplier or manufacturer, and 205 14 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% c. a statement confirming that the requested adjustment applies uniformly to all similar customers in the region. 3. The County reserves the right to: a. approve the request, b. negotiate a lower adjustment, c. or reject the request if documentation is insufficient or the adjustment is deemed excessive. 4. If the County does not approve the requested price adjustment and the matter cannot be resolved, the County may elect not to renew the contract without penalty. 5. If the applicable PPI index shows a decrease, the County shall receive a corresponding decrease in unit pricing. All contract renewals are subject to the continued appropriations of funds and the County’s determination that renewal is in its best interest. BID FORMAT Bids must include the following: • Appendix A – Price Form • Appendix B – Bid Submission Form (signed) • Appendix C – Addendum Receipt and Anti-Collusion Form (signed) • Bidder must include COA/Chemical Specification with Bid. TERMS OF SUBMISSION All material received from a person or company (“Respondent”) in response to this solicitation shall become the property of Union County and will not be returned to the Respondent. Any and all costs incurred by a Respondent in preparing, submitting, or presenting submissions are the Respondent’s sole responsibility and Union County shall not reimburse the Respondent. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law. Any material in a response which the Respondent considers a trade secret and exempt from disclosure as a public record under applicable law, including N.C.G.S. §§ 132-1.2 and 66 -152, must be properly designated as a trade secret. In order to properly designate such material, the Respondent must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets. 206 15 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Respondent understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Respondent’s materials which was properly labeled by the Respondent as a trade secret, Union County will notify the Respondent of the request and the date that such materials will be released to the requestor unless the Respondent obtains a court order enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure prior to that date, Respondent understands and agrees that Union County will release the requested information to the requestor on that date. Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Respondent. EVALUATION OF BIDS Qualified bids will be evaluated to determine the lowest responsive, responsible bidder, taking into consideration quality, performance, and the time specified in the bid for performance of the contract. Consideration of such factors as: price offered; quality of item offered; general reputation and performance capabilities of offeror; substantial conformity with specifications/other conditions set forth in the bid; suitability of articles for the intended use; related services needed; date of delivery and performance; and such other factors deemed by the County to be pertinent will be used in determining responsiveness and responsibility. APPLICATION OF NORTH CAROLINA GENERAL STATUTES The General Statutes of North Carolina regarding purchasing and competitive bidding (G.S. § 143-129) are made a part herein and will govern the bidding process as applicable. UNIT PRICES TO PREVAIL Prices shall be submitted on per unit basis by line item. In the event of a disparity between the unit price and the extended price, the unit price shall prevail. 9 GENERAL CONDITIONS AND REQUIREMENTS MINIMUM REQUIREMENTS FOR BIDDERS Bids shall be considered only from companies normally engaged in performing the type of work specified in this solicitation. Union County, in its discretion, shall determine whether the evidence of responsibility and ability to perform is satisfactory. The individual/firm warrants that he/she is fully qualified, with adequate personnel and experience, to undertake the services required. The Offeror shall also certify that insurance coverage that meets or exceeds industry standards for this type of work will be in force to mitigate risk during performance under the contract. 207 16 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% TERMS AND CONDITIONS All payroll taxes, liability and worker’s compensation are the sole responsibility of the Offeror. The Offeror understands that an employer/employee relationship does not exist under this contract. The County reserves the right to reject any and all bids, the right to waive informalities, and the right to disregard nonconforming or conditional bids or counter bids. It is the intention of Union County to execute a final, binding Contract with the successful Offeror which incorporates terms and conditions no less onerous than those appropriate to the engagement of a licensed contracting firm in connection with a project of this magnitude. All bids submitted in response to this request shall become the property of Union County and as such, may be subject to public review. CONTRACT TERM The Contract shall have an initial term of one (1) year (“Initial Term”), beginning on the effective date of the Contract. Prior to the end of the Initial Term with four (4) 1-year renewal options, the County shall have the option, in its sole discretion and pending budget approval to renew the Contract on the same terms and conditions as the Initial Term. IFB EXPENSES Expenses for developing the bids are entirely the responsibility of the vendor and shall not be chargeable in any way to the County. CERTIFICATION In response to the IFB Request, the Contractor certifies the following: • This bid is signed by an authorized representative of the firm; • It can obtain insurance certificates as required within ten (10) calendar days after notice of award; • All labor costs, direct and indirect, have been determined and included in the proposed cost; • The potential Contractor has read and understands the conditions set forth in this solicitation. FINANCIAL INFORMATION Bidder may be asked to provide the following financial information. If the following financial information is requested, it shall be readily available and provided to the County within twenty-four (24) to forty-eight (48) hours upon request during the bid certification process: 1. Annual audited financial reports for the past five (5) fiscal years; 2. Credit reports, credit bulletins, bank and vendor references, and any other 3. Published statements by agencies that have been issued or published about the entity within the past five (5) years; 4. Indicate whether the Company (and/or predecessor, guarantor, or subcontractor) has declared bankruptcy within the last five (5) years; 208 17 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 5. Provide a description of the financial impact of any past or pending legal proceedings and judgments that could materially affect the Bidder’s financial position or ability to provide service to the County. CONTRACTUAL OBLIGATIONS The contents of this Bid and the commitments set forth in the Bid shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service COMPLIANCE WITH LAWS Seller represents and warrants that the performance of this order and the furnishing of goods or services required shall be in accordance with the applicable standards, provisions and stipulations of all pertinent Federal, State or County laws, rules, regulations, resolutions and ordinances including but not limited to the Fair Labor Standards Act, the Equal Employment Opportunity rules and regulations and the Occupational Safety and Health Acts. SUB-CONTRACTOR/PARTNER DISCLOSURE A single Company may propose the entire solution. If the Bid by any Company requires the use of sub-contractors, partners, and/or third-party products or services, this must be clearly stated in the Bid. The Company submitting the Bid shall remain solely responsible for the performance of all work, including work that is done by sub-contractors. MODIFICATION OR WITHDRAWAL OF BID Prior to the scheduled closing time for receiving bids, any Contractor may withdraw his bid. After the scheduled closing time for receiving bids, no bid may be withdrawn for 90 days. Only written requests for the modification or correction of a previously submitted bid that are addressed in the same manner as bids and are received by the County prior to the closing time for receiving bids will be accepted. The bid will be corrected in accordance with such written requests, provided that any such written request is in a sealed envelope that is plainly marked “Modification of Bid.” Oral, telephone or fax modifications or corrections will not be recognized or considered. RIGHT OF CANCELLATION Any contract agreement entered into with the County that requires ongoing payments after the end of the fiscal year in which the equipment is purchased is cancelable by the County in the event that continuing funds are not appropriated. VENDOR DECLARATION The vendor must state that the bid was made without connection with any other person, company, or parties making a similar bid and that it is in all respects fair and in good faith without collusion and fraud. 209 18 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% CONTRACT COMMENCEMENT Commencement of a contract shall not begin prior to all necessary County approvals, including County Commission approval where required, and receipt of a County Purchase Order. Commencement of a contract without these approvals is solely at the Bidder’s own risk and is likely to result in no payment for services performed or goods received. DISPUTES In case of any doubt or differences of opinion as to the services to be furnished hereunder, the decision of the County shall be final and binding upon both parties. EQUAL EMPLOYMENT OPPORTUNITY All Companies will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age. MINORITY AND SMALL BUSINESS PARTICIPATION PLAN It is the policy of Union County that Minority Businesses (MBEs), Disadvantaged Business Enterprises (DBEs) and other small businesses shall have the opportunity to compete fairly in contracts financed in whole or in part with public funds. Consistent with this policy, Union County will not allow any person or business to be excluded from participation in, denied the benefits of, or otherwise be discriminated against in connection with the award and performance of any contract because of sex, race, religion, or national origin. Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit a bid. DBE Contractors must be certified and registered on the NCDOT Directory. LICENSES The successful Firm(s) shall have and maintain a valid and appropriate business license (if applicable), meet all local, state, and federal codes, and have current all required local, state, and federal licenses. E -VERIFY E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Offeror/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law. DRUG-FREE WORKPLACE During the performance of this project, the Firm agrees to provide a drug-free workplace for his employees; post in conspicuous places, available to employees and applicants for 210 19 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specify the actions that will be taken against employees for violations of such prohibition; and state in all solicitations or advertisements for employees placed by or on behalf of the firm that the Firm maintains a drug-free workplace. For the purposes of this section, “drug-free workplace” means a site for the performance of work done in connection with a specific contract awarded to a Contractor/Firm in accordance with this chapter, the employees of whom are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled substance or marijuana during the performance of the Request. CONTRACT ALIGNMENT To improve administrative efficiency, the County reserves the right, at its sole discretion, to adjust the initial contract term or any renewal term so that this contract’s end date aligns with the end dates of other County chemical contracts. This may include shortening the initial term or modifying a renewal term to create a uniform contract cycle for all water treatment chemicals. Any such adjustment will not reduce the Supplier’s unit pricing for the applicable period. EARLY TERMINATION TO ALIGN CONTRACT CYCLES The County may terminate this contract, in whole or in part, upon sixty (60) days’ written notice in order to align chemical contract cycles. The Supplier shall be entitled to payment for product delivered prior to the effective termination date but shall not be entitled to anticipatory profits or additional charges resulting from such termination. UNION COUNTY RESERVES THE RIGHT TO REJECT ANY AND/OR ALL QUALIFICATIONS AND TO WAIVE ANY AND ALL TECHNICALITIES. INSURANCE One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement. At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, 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 211 20 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% B. COMMERCIAL GENERAL LIABILITY (for any agreement unless otherwise waived by the Risk Manager) Covering Ongoing and Completed Operations involved in this Agreement. $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit C. COMMERCIAL AUTOMOBILE LIABILITY (for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement) $1,000,000 Combined Single Limit - Any Auto D. PROFESSIONAL LIABILITY (only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.) $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. ADDITIONAL INSURANCE REQUIREMENTS A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL LIABILITY INSURANCE POLICY. Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. 212 21 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement. I. Certificate Holder shall be listed as follows: Union County Attention: Jeff Morgan, Director of Security Risk Management 500 N. Main Street, Suite #130 Monroe, NC 28112 J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services. INDEMNIFICATION Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto. 213 22 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 10 APPENDIX A –PRICE FORM IFB No. 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% Submitting firms need not bid on all items for consideration. The undersigned proposes to furnish the following items in strict conformance with the bid specifications and bid invitation issued by Union County for this bid. The undersigned hereby certifies that this bid is made without prior understanding, agreement, or connection with any person(s), firm(s), or corporation(s) making bids or proposals. The bidder further certifies that he/she is not suspended or debarred from bidding by any federal, state, or local agency. Any exceptions are clearly marked in the attached copy of bid specifications. SUBMIT WITH BID Failure to complete the following form(s) shall result in your Bid being deemed nonresponsive and rejected without any further evaluation. The award will be made to the lowest, responsive, responsible bidder based on the Price per Gallon. Actual quantities purchased may be more than or less than estimated quantities. The price quoted shall be good for any quantity. Line Item Chemical Description Estimated Annual Quantities Unit of Measure Delivery Method Price per Gallon 1 Sodium Hydroxide 25% 35,000 Gallons Tanker Additional Fees: Not Included in the Evaluation of Bids Fees/Costs Tote Deposits, etc. - Explain: $ I certify, under penalty of perjury, that I have the legal authorization to bind the firm hereunder: __________________________________ ______________________________ Signature/Title of Person Authorized to Sign Print Name/Title of Authorized Person Email ____________________________________________________________________ Acknowledgement of Certificate of Analysis____________________________________ 214 23 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 11 APPENDIX B – BID SUBMISSION FORM IFB No. 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% SUBMIT WITH BID This Bid is submitted by: Company Legal Name: Representative Name: Representative Signature: Representative Title: Address: City/State/Zip: Email Address: Phone Number: Website Address: It is understood that Union County reserves the right to reject any and all Bids, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-bid this project. Bid is valid for 120 calendar days from the Bid due date and is submitted by an executive of the company that has authority to contract with Union County, NC. Name: Title: Signature: Date: 215 24 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 12 APPENDIX C – ADDENDUM AND ANTI-COLLUSION FORM IFB No. 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% SUBMIT WITH BID Please acknowledge receipt of all addenda by including this form with your Bid . Any questions or changes received will be posted as an addendum on www.co.union.nc.us and/or www.ips.state.nc.us. It is your responsibility to check for this information. Addendum No. Date Downloaded I certify that this Bid is made in good faith and without collusion with any other offeror or officer or employee of Union County. Company Name: Name: Title: Email Address: Signature: Date: 216 25 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 13 APPENDIX D – VENDOR PAYMENT LETTER IFB No. 2026 -030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% Do Not Submit with Bid -----For informational purposes only. ----- 217 26 Union County, North Carolina IFB 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% 14 APPENDIX E – TEMPLATE AGREEMENT IFB No. 2026 -030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% Do Not Submit with Bid -----For informational purposes only. ----- 218 Purchase of Goods (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and [Contractor’s full legal name], a [type of business (corporation, limited liability company, etc.) and state where incorporated], whose address is ____________________________________, hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain [describe goods here (ex: Type K copper tube for potable water)], 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 attached Specifications [or, if the full IFB (or RFP) is to be attached, state the IFB # and IFB title]. 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 – Price Form” (or whatever title was used on the pricing form in the solicitation)]. 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. [Include this paragraph only if Union agrees to such potential increase over time, or if this provision is included in the IFB.] 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 [Appendix A] based on the Consumer Price Index agreed upon by both Contractor and Union, limited to the amount of the CPI increase over the previous year. 219 Purchase of Goods (Updated 02.06.24) 2 3. DELIVERY SCHEDULE. Contractor shall ship requested Goods described in Section 1 herein FOB destination, Freight Prepaid, and delivery of such Goods shall be within ____________[length of time, as listed in the IFB] of the date Contractor receives Union’s order. 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of [insert agreement time length]. [The following sentence is to be used only if renewals might be needed or desired, and then only if the IFB or RFP lists the possible number of renewals. If the contract is just for a single term, this sentence may be deleted.] Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to ____[number of possible additional terms, as stated in the IFB or RFP] additional ___[number of years in each renewal term]-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. 220 Purchase of Goods (Updated 02.06.24) 3 10. FRINGE BENEFITS. Because Contractor is engaged in Contractor’s own independently established business, Contractor is not eligible for, and shall not participate in, any employee pension, health or other fringe benefit plan of Union. 11. UNION NOT RESPONSIBLE FOR WORKERS’ COMPENSATION. No workers’ compensation insurance shall be obtained by Union concerning Contractor or the employees of Contractor. Contractor shall comply with the workers’ compensation law concerning Contractor and the employees of Contractor. 12. NO AUTHORITY TO BIND UNION. Contractor has no authority to enter into contracts or agreements on behalf of Union. This Agreement does not create a partnership or any form of agency between the parties. 13. ASSIGNMENT. Neither Union nor Contractor shall assign, sublet or transfer any rights under or interest in this Agreement (including, but without limitation, monies that may become due or monies that are due) without the written consent of the other, except to the extent that any assignment, subletting or transfer is mandated by law or the effect of this limitation may be restricted by law. Unless specifically stated to the contrary in any written consent to assignment, no assignment shall release or discharge the assignor from any duty or responsibility under this Agreement. 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 221 Purchase of Goods (Updated 02.06.24) 4 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. 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 [CONTRACTOR FULL LEGAL NAME] BY: _____________________________(SEAL) Approved as to Legal Form ____ This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. Deputy Finance Officer 222 Purchase of Goods (Updated 02.06.24) 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 D. PROFESSIONAL LIABILITY $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement. E. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 223 Purchase of Goods (Updated 02.06.24) 6 F. NETWORK SECURITY & PRIVACY LIABILITY (CYBER) $1,000,000 Claims Made $3,000,000 Aggregate Limit Contractor shall provide evidence of continuation or renewal of Network Security & Privacy Liability Insurance for a period of two (2) years following termination of the Agreement. II. ADDITIONAL INSURANCE REQUIREMENTS. A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured: UNION COUNTY, ITS OFFICERS, AGENTS AND EMPLOYEES ARE INCLUDED AS ADDITIONAL INSURED WITH RESPECT TO THE GENERAL LIABILITY INSURANCE POLICY. B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: _____________________ Contract #: _____________________ 224 Purchase of Goods (Updated 02.06.24) 7 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. 225 . . . Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov ATTENTION: ACCOUNTS PAYABLE VENDORS As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors. The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice. The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced. An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices. If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment. Union County prefers all vendors participate in one of the two methods described above. Thank you in advance for your participation. 226 Invitation for Bid No. 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% ADDENDUM No. 1 ISSUE DATE: January 21, 2026 Responding Offerors on this project are hereby notified that this Addendum shall be made a part of the above named RFP document. The following items add to, modify, and/or clarify the RFP documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the RFP document. 227 Page 2 of 3 Union County, North Carolina Addendum No. 1, IFB 2026-030 Yadkin River Water Treatment Plant Sodium Hydroxide 25% Delete/Add/Replace Section 1.Delete: Page 13, Award / Award Procedures section, the statement indicating the bid will be accepted/awarded within ninety (90) days. Replace with: “The County intends to make an award within ninety (90) days of the bid opening; however, bids shall remain valid and subject to acceptance by the County for one hundred twenty (120) days.” 2.Delete: Page 13, Award section, reference to using the CPI index for adjustments. Replace with; “If applicable, any price adjustment for renewal terms shall be in accordance with the Producer Price Index (PPI) method described in the Cost Adjustments section (Page 14). Any CPI reference is removed and replaced with PPI.” 3.Delete: Page 8, Section 4.8 References, language requiring references for installing a truck scale system at a landfill or transfer station within the last two years. Replace with: “Bidders shall provide three (3) references for supplying and delivering water treatment chemicals (preferably sodium hydroxide 25%) to a municipal or industrial water/wastewater facility within the last three (3) years. Include: customer name, location, contact name/phone/email, product(s) supplied, and length of service.” Question/Answer Section 1.Question: What is your current pricing? Answer: $1.475 Per Gallon 2.Question: When is the estimated start date for the contract? Answer: April 2026. 3.Question: Can you confirm the current vendor? 4.Answer: Yes, Univar Solutions is the current vendor. 228 Page 3 of 3 Union County, North Carolina Addendum No. 1, IFB 2026-028 Yadkin River Water Treatment Plant Sodium Hydroxide 25% End of Addendum No. 1 229 Invitation for Bid No. 2026-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% ADDENDUM No. 2 ISSUE DATE: January 23, 2026 Responding Bidders on this project are hereby notified that this Addendum shall be made a part of the above named IFB document. The following items add to, modify, and/or clarify the IFB documents and shall have the full force and effect of the original Documents. This Addendum shall be acknowledged by the Offeror in the IFB document. 230 Page 2 of 3 Union County, North Carolina IFB 202 6-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% A) Delete/Add/Replace Section 1. Section 4.8 Bidders Responsibilities Delete: Third Paragraph: Bidder References. Bidder References: The bidder must provide a minimum of three client references that includes the installation of a truck scale system of the same manufacturer and model at a Landfill or Transfer Station within their respective service area within the last two years. Union County has the right to contact these references to determine customer satisfaction of product, construction and maintenance of the proposed truck scales. 2. Add: Certificate of Analysis: November 2025, December 2025 & January 2026 3. Section 8.3 Award Procedures Delete: The County shall have a period of 90 days after opening of bids in which to award the contract Replace with: The County shall have a period of 120 days after opening of bids in which to award the contract. B) Question/Answer Section 1. Question: We formally request the following language be changed under Contract Term: The Contract shall have an initial term of one (1) year (“Initial Term”), beginning on the effective date of the Contract. Prior to the end of the Initial Term with four (4) 1-year renewal options, the County shall have the option, under mutual agreement and pending budget approval to renew the Contract on the same terms and conditions as the Initial Term. Answer: Please refer to Section 9.3, Contract Term, of the solicitation document. Union County does not accept proposed changes to the contract terms and conditions. Accordingly, the renewal language will remain as stated in the IFB. 2. Question: We asked for the removal of the request to under Professional Liability, Pollution Liability and Network Security & Privacy Liability for the insurance to continue two years following termination of the Agreement. Answer: Refer to page 20, Section 9.22 – Insurance, of the solicitation document. As stated at the beginning of that section, “One or more of the following insurance limits may be required if it is applicable to the project.” These requirements are part of Union County’s Legal and Risk Management–approved standard insurance template, and the 231 Page 3 of 3 Union County, North Carolina IFB 202 6-030 Yadkin River Water Treatment Plant Chemical Sodium Hydroxide 25% County reserves the right to require applicable coverages based on the nature of the agreement. Accordingly, the requested modification is not accepted. 3. Question: Please provide current pricing & supplier for the above bid. Answer: $1.475/gallon, Univar Solutions 4. Question: What is the estimated start date for this contract? Answer: April, 2026 5. Question: Please provide the number of gallons ordered or used in Calendar Year 2025. Answer: Approximately 30,000 gallons 6. Question: We understand from the specifications that orders will be shipped in approximately 3,685 gallon lots. A full tanker for us is approximately 4,200 gallons- would that amount per delivery be acceptable? Answer: Yes 7. Question: How many storage tanks will we unload deliveries into, and how many gallons does each tank hold? Answer: 2 x 8500 gallon bulk tanks. *************************************************************************************************** END OF ADDENDUM No.2 232 Memorandum unioncountync.gov [ G r To: Corey Brooks, Director of Procurement & Contract Management From: Brian Jackson, Water Treatment Superintendent on Behalf of the Evaluation Team CC: Kyle Hodge, Procurement Specialist Date: Re: Recommendation to Enter Contract Negotiations IFB 2026-030 Sodium Hydroxide 25% Utilizing the evaluation criteria outlined in the solicitation for RFP 2026-030 Sodium Hydroxide 25%, an evaluation team, comprised of three members, reviewed the three valid proposals received for this project. Based on the low cost bid and final considerations, the evaluation team recommends entering into contract negotiations with Univar Solutions as the preferred offeror. 233 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-218 Agenda Date:4/20/2026 TITLE:..title Contract - Chemical Additive for Sludge and Solids Handling System INFORMATION CONTACT: Christopher Clark, Union County Water, Water and Wastewater Operations Director, 704-296-4215 ACTION REQUESTED: 1) 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, iii) terminate the Agreement if deemed in the best interest of the County; and 2) approve the standardization of CLARIFLOC C-6286, manufactured exclusively by Polydyne, Inc., as the County’s sludge and solids handling system product pursuant to N.C.G.S. §143-129(e) and section 3.8 of the Union County Procurement Policy, each in the County Manager's discretion. PRIOR BOARD ACTIONS: None. BACKGROUND: The Union County Water (UCW) and Wastewater Operations Department is requesting the purchase of CLAIRFLOC C-6286. During the construction of the solids handling facility, the manufacturer of the gravity belt and belt filter presses performed testing with multiple vendors and determined that Polydyne's CLAIRFLOC C-6286 was the most compatible product for our sludge and solids handling system, providing the best performance and the most cost effective. Since this time , UCW has issued two separate Invitation for Bids (IFB). During the IFB processes, UCW required all interested vendors to perform bench testing that met our standard. After completing the bench test, vendors were then required to run a one-week trial of their product. In both instances, Polydyne’s CLAIRFLOC C-6286 product was determined to be the most compatible product for our sludge and solids handling system and provided the best performance. UCW is requesting approval to process this item as a sole source standardized product in accordance with Section 3.8 of the UC Procurement Policy, item (ii): a needed product is available from only one source of supply. Standardizing the use of CLARIFLOC C- 6286 will ensure operational consistency and support the long-term integrity of Union County’s wastewater treatment systems. FINANCIAL IMPACT: The anticipated annual cost for this service is $150,000. Since this contract contains a one-year initial term, with four 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 4/9/2026Page 1 of 1 powered by Legistar™234 Purchase of Goods (Updated 02.06.24) 1 STATE OF NORTH CAROLINA AGREEMENT COUNTY OF UNION THIS AGREEMENT is made and entered into as of __________________________, by and between UNION COUNTY, a political subdivision of the State of North Carolina, whose address is 500 North Main Street, Monroe, NC 28112, hereinafter “Union,” and POLYDYNE INC., a professional corporation authorized to do business in North Carolina, whose address is 1 Chemical Plant Road, Riceboro, Georgia 31323 hereinafter “Contractor.” W I T N E S S E T H WHEREAS, Contractor is a supplier of certain water treatment chemicals for Union’s sludge and solids handling system, specifically CLAIRFLOC C-6286, 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 attachment hereto entitled “Specifications,” which Specifications are incorporated herein by 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 $1.59 per pound delivered, with the Goods being delivered by 2300-pound totes. 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 price of the Goods in accordance with the Producer Price Index by Industry: Chemical Manufacturing as published by the U.S. Bureau of Labor Statistics for the 12-month period prior to the requested price change. Contractor will provide the Union County Water Department notice of a price change at least 60 days prior to the end of the then-current term. 235 Purchase of Goods (Updated 02.06.24) 2 3. DELIVERY SCHEDULE. Contractor shall deliver Goods described in Section 1 herein in accordance with the Specifications. 4. TERM AND TERMINATION. The Effective Date is the date of mutual execution of this Agreement. This Agreement shall have a term of one (1) year (the “Initial Term”). Upon completion of the Initial Term, Union may, in its sole discretion, elect to renew this Agreement for up to four (4) additional 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. 236 Purchase of Goods (Updated 02.06.24) 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. 237 Purchase of Goods (Updated 02.06.24) 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 POLYDYNE INC. BY: _____________________________(SEAL) 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 238 Purchase of Goods (Updated 02.06.24) 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 D. POLLUTION LIABILITY INSURANCE $1,000,000 Claims Made Contractor shall provide evidence of continuation or renewal of Pollution Liability Insurance for a period of two (2) years following termination of the Agreement. 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. 239 Purchase of Goods (Updated 02.06.24) 6 B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). D. It is the intention of the parties that the insurance policies afforded by Contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance. E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor. F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 North Main Street, Monroe, NC 28112, within two (2) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. G. The Certificate of Insurance should note in the Description of Operations the following: Department: Union County Water Contract #: 10174 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. 240 SPECIFICATIONS 1. INTRODUCTION The attached specifications and requirements are drawn around chemicals which the County has evaluated and determined to be required for the performance necessary. 2. DELIVERY & CHARGES FOB destination. All prices shall include all delivery and/or freight charges to addresses specified in this document or other address specified on a Purchase Order. No additional freight shall be charged at time of delivery. Risk of loss and/or damage shall be upon the seller until such time as goods have been physically delivered and received by the County. Deliveries shall be within five (5) days of receipt of order. 3. PACKAGING All containers must be durable and dust tight and not readily broken in handling and storage. The contents must be marked. All markings shall comply with all federal and state laws as applicable to these chemicals. 4. PURITY Chemicals supplied under these specifications shall be a high-quality product suitable for municipal wastewater treatment and sludge dewatering applications. The material shall not contain soluble minerals, organic substances, oil, grit or foreign substances in quantities capable of producing deleterious or injurious effects to water quality. The chemicals supplied shall be manufactured under recognized industry quality control standards and shall be consistent from lot to lot. The supplier shall certify that the polymer does not contain contaminants or residual constituents at concentrations that would adversely affect wastewater treatment processes, plant equipment, biosolids quality, or regulatory compliance. 5. LABELING OF HAZARDOUS MATERIALS If the items or products requested by this solicitation are "Hazardous Materials" as defined by North Carolina General Statute §95-174 or Title 15 U.S.C. 1261 of the United States Code, then the Contractor certifies and warrants that the items or products to be delivered under this contract shall be properly labeled as required by the foregoing section(s) and that by delivering the items or products the Contractor does not violate any of the prohibitions of NC G.S. Chapter 95 - Article 18, et al, or Title 15 U.S.C. 1261 et al. 6. DELIVERIES Delivery will be made no later than 5 business days after receipt of order (ARO), unless otherwise notified. Deliveries must be made during normal working hours (8:00 am - 4:00 pm), local time, 241 Monday through Friday. All deliveries shall be made in accordance with the following standards & regulations, where applicable: Union County Water Standards Occupational Safety & Health Administration (OSHA) standards U.S. Department of Transportation (DOT) North Carolina Department of Environmental Quality (DEQ) U.S. Environmental Protection Agency (EPA) Any other applicable local, state or Federal laws or regulations. 24-hour advance notice of deliveries is required. Contractor will send notice of delivery and photos with names of the drivers making the deliveries to the receiving facility supervisors; specific email addresses will be provided upon award of a contract. The drivers will have a certificate of analysis (COA) for all chemicals and Safety Data Sheets (SOS) upon arrival at the receiving facility. 7. DELIVERY LOCATION Twelve Mile Creek Water Reclamation Facility 8299 Kensington Drive Waxhaw, NC 28173 8. SPILL PREVENTION In the event of a spill resulting from the Contractor's actions, the Contractor's employee shall perform initial spill response including but not limited to using materials in County owned spill kits to prevent chemicals from injuring County employees and to prevent chemicals from reaching storm drains. It is the responsibility of the Contractor, regardless of subcontracting delivery of the chemical to any County locations, in ensuring spill response to the location. The Contractor shall pay any fines levied against the County for spills resulting from the Contractor's actions and shall pay any costs incurred for clean-up and emergency response. The Contractor must have a spill prevention program, including appropriate spill kits on delivery trucks, available and follow the Contractor's procedures in case of a spill. The Contractor must provide a copy of their spill prevention program to the County for review. In the event of a spill resulting from the Contractor's actions, the Contractor is responsible for providing all necessary personal protective equipment to their employees. In addition, if there is a spill, the Contractor must notify the County's water treatment plant supervisor immediately. The facility supervisor will then follow procedures to contain the spill. The Contractor should have the appropriate spill prevention kit available for the chemicals they are delivering. The County will be reimbursed by the Contractor for labor and materials and damage created by the spill. 242 9. CHEMICAL SPECIFICATION – CATIONIC LIQUID POLYMER Estimated Annual Quantity: 3,250 gallons to 10,000 gallons Delivery Method: 250-gallon Totes Physical Requirements: See attached CLARIFLOC C-6286 Polymer Product Bulletin Chemical Specification: See CLARIFLOC C-6286 Polymer Product Bulletin Delivery Requirements: Delivery vehicles should be equipped with a lift gate to remove and place totes in designated chemical area. Refer to section 6 "Deliveries". Impurities: Refer to section 4 "Purity". Utilization Location: Twelve Mile Creek Water Reclamation Facility 243 (800)848-7659 MANUFACTURING SPECIFICATIONS Total Solids 45.5 - 52.5 Residual AcAm < 1000 ppm Neat Viscosity 300 - 2000 cPs UL Viscosity 2.4 - 3.1 HANDLING AND STORAGE Suggested in-plant storage life is 6 months in unopened drums. For best results, store at 50-80 F. Bulk tanks should be mixed by periodically recirculating the contents bottom to top. Bulk tanks can also be fitted with an agitator type mixer that reaches the bottom 2 feet of the tank. Drums and bins should be mixed very well before first use and weekly after that. Do not allow emulsion polymers to freeze. Should freezing occur, allow the product to thaw thoroughly in a heated area and mix well before attempting to use it. For spills of CLARIFLOC C-6286, sprinkle vermiculite or equivalent absorbant over the spill area and sweep the material into approved chemical disposal containers. Do not spray water onto a spill because the resulting gel is very difficult to clean up. SAFETY INFORMATION CLARIFLOC C-6286 is a mildly acidic product that can irritate the skin and eyes and should be handled accordingly. Gloves, goggles and apron are highly recommended. Anyone responsible for the procure-ment, use or disposal of this product should familiarize themselves with the appropriate safety and handling precautions involved. Such information is outlined in the POLYDYNE Material Safety Data Sheet. In the event of an emergency with this product, contact Chemtrec anytime day or night at (800) 424-9300. SHIPPING CLARIFLOC C-6286 Polymer is shipped in 55 gallon drums containing 450 pounds net or in 275 gallon totes containing 2300 pounds net. Bulk quantities are also available. ADDITIONAL INFORMATION To place an order or obtain technical information from anywhere in the continental United States, call toll free: PRINCIPAL USES CLARIFLOC C-6286 is a high charge cationic polyacrylamide in emulsion form that is used as a flocculant in a wide variety of municipal wastewater treatment applications. It has been successfully applied in all liquid/solids separation systems including clarification, thickening, and dewatering. TYPICAL PROPERTIES Physical Form Clear to Milky White Liquid Cationicity 80 % Active Polyacrylamide Min. 41.0% 1.02 - 1.03Specific Gravity Freezing Point Density 7 F. (-14 C.) 8.5 - 8.6 Lb/Gal PREPARATION AND FEEDING CLARIFLOC C-6286 is a single component emulsion polymer that must be pre-diluted in water before use. In most cases, this product should not be applied neat. One method for dilution is adding the neat polymer into the vortex of a mixed tank at a concentration between 0.25-1.0% polymer (0.5% is optimum) by weight. The polymer can also be injected through a number of commercially available systems that provide in-line mechanical mixing. The best feed systems use initial high energy mixing (>1000 rpm) for a short time (<30 sec) to achieve good dispersion followed by low energy mixing (<400 rpm) for a longer time (10-30 min). Polymer solutions should be aged for 15-60 minutes for best results. Solution shelf life is 8-16 hours. MATERIALS OF CONSTRUCTION Cross-linked polyethylene, fiberglass, stainless steel or lined steel are the preferred materials of construction for bulk tanks. Avoid natural rubber and Buna-N gaskets as these materials swell when placed in contact with neat polymer. Unlined mild steel, black iron, galvanized steel, copper or brass are not recommended in any part of the feed system. Stainless steel, Viton or Teflon are the best choices for pump heads. For feed lines, use PVC or reinforced Tygon tubing. CLARIFLOC C-6286 POLYMER 244 245 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-030 Agenda Date:4/20/2026 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 4/6/2026Page 1 of 1 powered by Legistar™246 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-185 Agenda Date:4/20/2026 TITLE:..title Budget Amendment - Public Health Department INFORMATION CONTACT: Traci Colley, Human Services Agency, Public Health, Director, 704-296-4801 ACTION REQUESTED: 1) Recognize, receive, and appropriate a total of $100,957 in additional state funding from the North Carolina Division of Public Health for the provision of maternal health services (AA 101), public health infrastructure support (AA 117), and services provided through the Food, Lodging, and Institutions Program of Environmental Health (AA 874), and 2) approve Budget Amendment XXXX. PRIOR BOARD ACTIONS: None. BACKGROUND: AA 101: The Maternal Health Program is administered in the Division of Public Health (DPH), within the Women, Infant and Community Wellness Section (WICWS), Maternal Health Branch. The primary mission of the Maternal Health Program is to ensure that all individuals who are pregnant and low- income have access to early and continuous prenatal and postpartum care. Every local health department, including districts, is eligible to receive funding for maternal health services in their community. The provision of high quality, risk appropriate perinatal care is a means of reducing maternal and infant morbidity and mortality. Agreement Addendum #101 assures that local health departments provide access to early and continuous prenatal and postpartum care for individuals who are pregnant and low-income in North Carolina (NC). Prenatal care services include screenings, counseling, and referrals for psychosocial and nutrition problems; behavioral health intervention; and Care Management for High-Risk Pregnancies (CMHRP). In addition, local health departments will work to enhance public education and community awareness regarding risk prevention and reduction strategies. AA 117: Public health departments need to continue their response work, apply lessons learned, and prepare for future public health emergencies. The pandemic accentuated long-standing weaknesses and created new challenges to the public health infrastructure. This Centers for Disease Control and Prevention (CDC) funding, awarded to the North Carolina Division of Public Health for a five-year period ending October 31, 2027, recognizes a history of underinvestment in the public health system and the foundational services it provides. The Foundational Public Health Services (FPHS) framework was developed in 2013 to define a Union County, NC Printed on 4/6/2026Page 1 of 2 powered by Legistar™247 File #:26-185 Agenda Date:4/20/2026 minimum package of core public health services areas that no public health jurisdiction can be without. The FPHS framework outlines the unique responsibilities of governmental public health and the vital role of governmental public health in a thriving community. These foundational service areas are core functions of local health departments and include 1) preventing the spread of communicable disease, 2) ensuring food, air, and water quality are safe, 3) supporting maternal and child health, 4) improving access and linkages to clinical care services, and 5) preventing chronic disease and injury. In addition to these foundational services, public health departments provide local protections and services unique to their community’s needs. Foundational Capabilities are the cross-cutting skills, knowledge, and practice needed in order to support and provide core public health services, functions, programs, and activities which are key to ensuring opportunities for health, promoting wellbeing and achieving health outcomes across community. The Foundational Capabilities include: 1) Assessment & Surveillance, 2) Community Partnership Development, 3) Equity, 4) Organizational Competencies, 5) Policy Development & Support, 6) Accountability & Performance Management, 7) Emergency Preparedness & Response, and 8) Communications. AA 874: To fund a portion of local expenditures created by state-mandated Food, Lodging, and Institution (Food and Lodging) sanitation programs and activities, the legislature established a State Inspections, Statistics, and Fees Program within the Environmental Health Section. This program centralizes public health data; invoices regulated facilities and distributes the funds in accordance with G.S. 130A-248(d). The receipts collected are redistributed to local environmental health programs in the form of aid to counties. II. III. The Agreement Addendum allows for the Local Health Department’s environmental health program to implement state-mandated sanitation regulations. The funds from this Agreement Addendum are to be used to support local Food and Lodging programs and activities. The disbursement and fund purpose are described under “Regulation of food and lodging establishments” in North Carolina General Statute 130A-248(d) and under “Disbursements of Funds” in North Carolina Administrative Code 15A NCAC 18A .2901. FINANCIAL IMPACT: The County will receive a total of $100,957 in additional funding in FY26 from the North Carolina Division of Public Health for the provision of maternal health services ($9,731), to support public health infrastructure ($75,091) and for services provided through the Food, Lodging and Institutions Program of Environmental Health ($16,135). No County match is required. Union County, NC Printed on 4/6/2026Page 2 of 2 powered by Legistar™248 Division of Public Health Agreement Addendum FY 25-26 Page 1 of 2 Health Director Signature (use blue ink or verifiable digital signature) Date LHD to complete: [For DPH to contact in case follow-up information is needed.] LHD program contact name: Phone and email address: Signature on this page signifies you have read and accepted all pages of this document. Template rev. August 2023 Union County Consolidated Human Services Agency, Public Health Department Women, Infant, and Community Wellness Section / Maternal Health Branch Local Health Department Legal Name DPH Section / Branch Name 101 Maternal Health Tara Owens Shuler, (919) 707-5708, tara.shuler@dhhs.nc.gov Activity Number and Description DPH Program Contact (name, phone number, and email) 06/01/2025 – 05/31/2026 Service Period DPH Program Signature Date (only required for a negotiable Agreement Addendum) 07/01/2025 – 06/30/2026 Payment Period Original Agreement Addendum Agreement Addendum Revision # 1 I. Background: As of March 1, 2026, this Agreement Addendum Revision #1 adds the following paragraph: The North Carolina State Legislature has released non-recurring Maternal and Child Health Block Grant (MCHBG) funding which is available for the Local Health Department to implement maternal health services. II. Purpose: Due to the availability of additional non-recurring MCHBG funds by the North Carolina State Legislature, this Agreement Addendum Revision #1 adds additional funding for services provided by May 31, 2026. The Local Health Department shall utilize these funds to meet the scope of work and deliverables in the original Agreement Addendum. III. Scope of Work and Deliverables: As of March 1, 2026, this Agreement Addendum Revision #1 adds the following to Paragraph 1: The Local Health Department shall provide an updated budget to reflect their planned spending based on the updated Budgetary Estimate #1 included with this Agreement Addendum #1. The updated budget must be submitted via email to Tara.Shuler@dhhs.nc.gov by March 31, 2026. IV. Performance Measures / Reporting Requirements: No change. 249 Page 2 of 2 V. Performance Monitoring and Quality Assurance: No change. VI. Funding Guidelines or Restrictions: As of March 1, 2026, this Agreement Addendum Revision #1 adds Paragraph 2, as follows: 2. The attached Budgetary Estimate #1 reflects the additional MCHBG funding for FY 25-26 indicated with a service period ending on May 31, 2026. 250 Activity Nbr + Name:101 FAS Number + Reason:2 Assistance Listing Nbr + Name:93.994 Is award R&D?:no FAIN:IDC rate:10.00%Fed awd total amt:$3,867,271.00 Fed award project description: Fed awd date + awarding agency:12-12-23 Total federal funds Subrecipient's Federal funds from Total federal funds Subrecipient UEI for entire Activity Subrecipient UEI grant listed above for entire Activity Alamance F5VHYUU13NC5 13,385$ Jackson X7YWWY6ZP574 3,227$ 3,227$ Albemarle WAAVS51PNMK3 7,430$ Johnston SYGAGEFDHYR7 4,630$ 17,171$ Alexander XVEEJSNY7UX9 3,725$ Jones HE3NNNUE27M7 751$ 6,910$ Anson PK8UYTSNJCC3 8,688$ Lee F6A8UC99JWJ5 1,622$ 6,628$ Appalachian CD7BFHB8W539 4,909$ Lenoir QKUFL37VPGH6 850$ 850$ Beaufort RN1SXFD4LXN6 11,596$ Lincoln UGGQGSSKBGJ5 1,963$ 7,283$ Bladen TLCTJWDJH1H9 1,874$ Macon LLPJBC6N2LL3 2,164$ 9,269$ Brunswick MJBMXLN9NJT5 8,587$ Madison YQ96F8BJYTJ9 1,503$ 7,031$ Buncombe W5TCDKMLHE69 -$ MTW ZKK5GNRNBBY6 2,178$ 2,178$ Burke KVJHUFURQDM5 4,823$ Mecklenburg EZ15XL6BMM68 -$ -$ Cabarrus RXDXNEJKJFU7 13,235$ Montgomery E78ZAJM3BFL3 2,892$ 11,775$ Caldwell HL4FGNJNGE97 1,614$ Moore HFNSK95FS7Z8 751$ 751$ Carteret UC6WJ2MQMJS8 2,219$ Nash NF58K566HQM7 145$ 145$ Caswell JDJ7Y7CGYC86 835$ New Hanover F7TLT2GMEJE1 6,258$ 23,205$ Catawba GYUNA9W1NFM1 6,145$ Northampton CRA2KCAL8BA4 955$ 955$ Chatham KE57QE2GV5F1 4,832$ Onslow EGE7NBXW5JS6 1,757$ 15,478$ Cherokee DCEGK6HA11M5 326$ Orange GFFMCW9XDA53 1,389$ 1,389$ Clay HYKLQVNWLXK7 810$ Pamlico FT59QFEAU344 364$ 1,065$ Cleveland UWMUYMPVL483 9,089$ Pender T11BE678U9P5 1,218$ 1,218$ Columbus V1UAJ4L87WQ7 5,199$ Person FQ8LFJGMABJ4 654$ 1,410$ Craven LTZ2U8LZQ214 20,972$ Pitt VZNPMCLFT5R6 6,820$ 24,320$ Cumberland HALND8WJ3GW4 41,053$ Polk QZ6BZPGLX4Y9 295$ 295$ Dare ELV6JGB11QK6 3,052$ Randolph T3BUM1CVS9N5 -$ -$ Davidson C9P5MDJC7KY7 25,942$ Richmond Q63FZNTJM3M4 3,166$ 13,262$ Davie L8WBGLHZV239 9,067$ Robeson LKBEJQFLAAK5 6,202$ 6,202$ Duplin KZN4GK5262K3 3,095$ Rockingham KGCCCHJJZZ43 586$ 586$ Durham LJ5BA6U2HLM7 47,964$ Rowan GCB7UCV96NW6 1,883$ 8,233$ Edgecombe MAN4LX44AD17 8,781$ Sampson WRT9CSK1KJY5 4,274$ 14,094$ Foothills NGTEF2MQ8LL4 2,007$ Scotland FNVTCUQGCHM5 1,890$ 7,653$ Forsyth V6BGVQ67YPY5 11,769$ Stanly U86MZUYPL7C5 2,407$ 2,407$ Franklin FFKTRQCNN143 5,572$ Stokes W41TRA3NUNS1 -$ -$ Gaston QKY9R8A8D5J6 33,127$ Surry FMWCTM24C9J8 2,511$ 2,511$ Graham L8MAVKQJTYN7 426$ Swain TAE3M92L4QR4 310$ 2,429$ Granv-Vance MGQJKK22EJB3 30,751$ Toe River JUA6GAUQ9UM1 1,895$ 20,721$ Greene VCU5LD71N9U3 2,704$ Transylvania YLN4BFCJCP39 -$ -$ Guilford YBEQWGFJPMJ3 105,107$ Union LHMKBD4AGRJ5 5,560$ 20,778$ Halifax MRL8MYNJJ3Y5 1,850$ Wake FTJ2WJPLWMJ3 6,209$ 18,671$ Harnett JBDCD9V41BX7 579$ Warren TLNAU5CNHSU5 796$ 796$ Haywood DQHZEVAV95G5 272$ Wayne DACFHCLQKMS1 6,990$ 22,245$ Henderson TG5AR81JLFQ5 3,549$ Wilkes M14KKHY2NNR3 594$ 594$ Hoke C1GWSADARX51 2,631$ Wilson ME2DJHMYWG55 4,761$ 14,760$ Hyde T2RSYN36NN64 730$ Yadkin PLCDT7JFA8B1 1,555$ 5,764$ Iredell XTNRLKJLA4S9 2,193$ Yancey L98MCUHKC2J8 1,052$ 1,052$ -$ UEI = Unique Entity Identifier Federal Award Reporting Requirements for Pass-Through Agencies, 2 CFR § 200.331 DPH v1 05-30-24 [ag] 2,193$ Federal funds from Maternal and Child Health Services Block Grant to the States B0452943 grant listed above 3,610$ 7,430$ 1,396$ 2,302$ 4,909$ 2,160$ 1,874$ 2,276$ -$ 2,173$ 1,614$ 730$ Subrecipient's 579$ 8,575$ 11,070$ 815$ 6,492$ 2,444$ 3,095$ 8,660$ 3,782$ 2,007$ 426$ 801$ 13,524$ 1,850$ 272$ 2,219$ 835$ 6,145$ 3,549$ 2,631$ Maternal Health This FAS is accompanying an AA+BE or an AA Revision+BE Revision. Maternal and Child Health Services HHS, Health Resources and Services Administration 1,303$ 326$ 11,769$ 1,311$ 13,127$ 126$ 1,080$ 5,199$ 6,125$ 6,255$ FY26 -FAS federal award supplement 251 DHHS-Aid-To-Counties For Fiscal Year: 25/26 Budgetary Estimate Number : 1 Activity 101 Service Period Payment Period AA 133000 2B15740 2000000000 06/01-05/31 07/01-06/30 Total Allocated 133000 2B15740 20G0185001 06/01-05/31 07/01-06/30 Total Allocated 133000 2B15740 20G0185001 10/01-05/31 11/01-06/30 Total Allocated 133000 2B15740 20G0185001 02/01-05/31 03/01-06/30 Total Allocated 133000 2B15740 20G0185001 03/01-05/31 04/01-06/30 Total Allocated Proposed Total New Total 01 Alamance *1 0 $47,749.00 0 $5,702.00 0 $5,703.00 0 $5,703.00 6,317 $0.00 6,317 71,174 D1 Albemarle *1 0 $133,506.00 0 $0.00 0 $0.00 0 $0.00 13,003 $0.00 13,003 146,509 02 Alexander *1 0 $21,003.00 0 $1,358.00 0 $1,359.00 0 $1,359.00 2,443 $0.00 2,443 27,522 04 Anson *1 0 $30,187.00 0 $3,726.00 0 $3,725.00 0 $3,725.00 4,029 $0.00 4,029 45,392 D2 Appalachian *1 0 $88,214.00 0 $0.00 0 $0.00 0 $0.00 8,592 $0.00 8,592 96,806 07 Beaufort *1 0 $22,304.00 0 $5,504.00 0 $5,505.00 0 $5,505.00 3,781 $0.00 3,781 42,599 09 Bladen *1 0 $33,671.00 0 $0.00 0 $0.00 0 $0.00 3,280 $0.00 3,280 36,951 10 Brunswick *1 0 $29,851.00 0 $3,682.00 0 $3,681.00 0 $3,681.00 3,983 $0.00 3,983 44,878 11 Buncombe 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0 12 Burke *1 0 $34,408.00 0 $1,546.00 0 $1,546.00 0 $1,546.00 3,803 $0.00 3,803 42,849 13 Cabarrus *1 0 $97,603.00 0 $4,148.00 0 $4,148.00 0 $4,148.00 10,718 $0.00 10,718 120,765 14 Caldwell *1 0 $28,995.00 0 $0.00 0 $0.00 0 $0.00 2,824 $0.00 2,824 31,819 16 Carteret *1 0 $39,869.00 0 $0.00 0 $0.00 0 $0.00 3,883 $0.00 3,883 43,752 17 Caswell *1 0 $14,995.00 0 $0.00 0 $0.00 0 $0.00 1,461 $0.00 1,461 16,456 18 Catawba *1 0 $110,407.00 0 $0.00 0 $0.00 0 $0.00 10,754 $0.00 10,754 121,161 19 Chatham *1 0 $17,238.00 0 $2,058.00 0 $2,059.00 0 $2,059.00 2,281 $0.00 2,281 25,695 20 Cherokee *1 0 $5,858.00 0 $0.00 0 $0.00 0 $0.00 571 $0.00 571 6,429 22 Clay *1 0 $1,066.00 0 $399.00 0 $399.00 0 $399.00 220 $0.00 220 2,483 23 Cleveland *1 0 $5,387.00 0 $4,672.00 0 $4,672.00 0 $4,672.00 1,890 $0.00 1,890 21,293 24 Columbus *1 0 $93,421.00 0 $0.00 0 $0.00 0 $0.00 9,099 $0.00 9,099 102,520 25 Craven *1 0 $132,379.00 0 $7,232.00 0 $7,232.00 0 $7,232.00 15,007 $0.00 15,007 169,082 26 Cumberland *1 0 $146,438.00 0 $17,490.00 0 $17,491.00 0 $17,491.00 19,374 $0.00 19,374 218,284 28 Dare *1 0 $10,722.00 0 $1,306.00 0 $1,305.00 0 $1,305.00 1,426 $0.00 1,426 16,064 29 Davidson *1 0 $82,603.00 0 $11,346.00 0 $11,347.00 0 $11,347.00 11,361 $0.00 11,361 128,004 30 Davie *1 0 $32,329.00 0 $3,864.00 0 $3,863.00 0 $3,863.00 4,278 $0.00 4,278 48,197 31 Duplin *1 0 $55,618.00 0 $0.00 0 $0.00 0 $0.00 5,417 $0.00 5,417 61,035 32 Durham *1 0 $86,810.00 0 $22,928.00 0 $22,929.00 0 $22,929.00 15,155 $0.00 15,155 170,751 33 Edgecombe *1 0 $59,199.00 0 $2,916.00 0 $2,917.00 0 $2,917.00 6,618 $0.00 6,618 74,567 D7 Foothills *1 0 $36,060.00 0 $0.00 0 $0.00 0 $0.00 3,512 $0.00 3,512 39,572 34 Forsyth *1 0 $211,467.00 0 $0.00 0 $0.00 0 $0.00 20,597 $0.00 20,597 232,064 35 Franklin *1 0 $16,095.00 0 $2,486.00 0 $2,486.00 0 $2,486.00 2,294 $0.00 2,294 25,847 36 Gaston *1 0 $200,863.00 0 $11,668.00 0 $11,667.00 0 $11,667.00 22,973 $0.00 22,973 258,838 Docusign Envelope ID: 716D10FF-0808-4E0E-AE78-7877697CBB69 252 38 Graham *1 0 $7,656.00 0 $0.00 0 $0.00 0 $0.00 746 $0.00 746 8,402 D3 Gran-Vance *1 0 $69,525.00 0 $14,290.00 0 $14,290.00 0 $14,290.00 10,947 $0.00 10,947 123,342 40 Greene *1 0 $11,053.00 0 $1,110.00 0 $1,111.00 0 $1,111.00 1,401 $0.00 1,401 15,786 41 Guilford *1 0 $82,717.00 0 $53,427.00 0 $53,426.00 0 $53,426.00 23,668 $0.00 23,668 266,664 42 Halifax *1 0 $33,233.00 0 $0.00 0 $0.00 0 $0.00 3,237 $0.00 3,237 36,470 43 Harnett *1 0 $10,403.00 0 $0.00 0 $0.00 0 $0.00 1,013 $0.00 1,013 11,416 44 Haywood *1 0 $4,880.00 0 $0.00 0 $0.00 0 $0.00 475 $0.00 475 5,355 45 Henderson *1 0 $63,763.00 0 $0.00 0 $0.00 0 $0.00 6,210 $0.00 6,210 69,973 47 Hoke *1 0 $47,274.00 0 $0.00 0 $0.00 0 $0.00 4,604 $0.00 4,604 51,878 48 Hyde *1 0 $13,116.00 0 $0.00 0 $0.00 0 $0.00 1,277 $0.00 1,277 14,393 49 Iredell *1 0 $39,399.00 0 $0.00 0 $0.00 0 $0.00 3,837 $0.00 3,837 43,236 50 Jackson *1 0 $57,982.00 0 $0.00 0 $0.00 0 $0.00 5,647 $0.00 5,647 63,629 51 Johnston *1 0 $61,246.00 0 $7,316.00 0 $7,316.00 0 $7,316.00 8,103 $0.00 8,103 91,297 52 Jones *1 0 $2,723.00 0 $3,592.00 0 $3,593.00 0 $3,593.00 1,315 $0.00 1,315 14,816 53 Lee *1 0 $20,393.00 0 $2,920.00 0 $2,920.00 0 $2,920.00 2,839 $0.00 2,839 31,992 54 Lenoir *1 0 $15,271.00 0 $0.00 0 $0.00 0 $0.00 1,487 $0.00 1,487 16,758 55 Lincoln *1 0 $25,952.00 0 $3,104.00 0 $3,104.00 0 $3,104.00 3,435 $0.00 3,435 38,699 56 Macon *1 0 $26,449.00 0 $4,144.00 0 $4,145.00 0 $4,145.00 3,787 $0.00 3,787 42,670 57 Madison *1 0 $17,339.00 0 $3,224.00 0 $3,225.00 0 $3,225.00 2,631 $0.00 2,631 29,644 D4 M-T-W *1 0 $39,137.00 0 $0.00 0 $0.00 0 $0.00 3,812 $0.00 3,812 42,949 60 Mecklenburg 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0 62 Montgomery *1 0 $36,425.00 0 $5,182.00 0 $5,182.00 0 $5,182.00 5,062 $0.00 5,062 57,033 63 Moore *1 0 $13,501.00 0 $0.00 0 $0.00 0 $0.00 1,315 $0.00 1,315 14,816 64 Nash *1 0 $2,610.00 0 $0.00 0 $0.00 0 $0.00 254 $0.00 254 2,864 65 New Hanover *1 0 $82,777.00 0 $9,886.00 0 $9,887.00 0 $9,887.00 10,951 $0.00 10,951 123,388 66 Northampton *1 0 $17,152.00 0 $0.00 0 $0.00 0 $0.00 1,671 $0.00 1,671 18,823 67 Onslow *1 0 $7,552.00 0 $8,004.00 0 $8,005.00 0 $8,005.00 3,075 $0.00 3,075 34,641 68 Orange *1 0 $24,955.00 0 $0.00 0 $0.00 0 $0.00 2,431 $0.00 2,431 27,386 69 Pamlico *1 0 $5,322.00 0 $408.00 0 $409.00 0 $409.00 638 $0.00 638 7,186 71 Pender *1 0 $21,878.00 0 $0.00 0 $0.00 0 $0.00 2,131 $0.00 2,131 24,009 73 Person *1 0 $10,433.00 0 $440.00 0 $441.00 0 $441.00 1,145 $0.00 1,145 12,900 74 Pitt *1 0 $91,922.00 0 $10,208.00 0 $10,209.00 0 $10,209.00 11,936 $0.00 11,936 134,484 75 Polk *1 0 $5,308.00 0 $0.00 0 $0.00 0 $0.00 517 $0.00 517 5,825 76 Randolph 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0 77 Richmond *1 0 $39,228.00 0 $5,890.00 0 $5,889.00 0 $5,889.00 5,542 $0.00 5,542 62,438 78 Robeson *1 0 $111,434.00 0 $0.00 0 $0.00 0 $0.00 10,854 $0.00 10,854 122,288 79 Rockingham *1 0 $10,525.00 0 $0.00 0 $0.00 0 $0.00 1,025 $0.00 1,025 11,550 80 Rowan *1 0 $22,717.00 0 $3,704.00 0 $3,705.00 0 $3,705.00 3,295 $0.00 3,295 37,126 82 Sampson *1 0 $59,611.00 0 $5,728.00 0 $5,729.00 0 $5,729.00 7,480 $0.00 7,480 84,277 83 Scotland *1 0 $23,875.00 0 $3,362.00 0 $3,362.00 0 $3,362.00 3,308 $0.00 3,308 37,269 Docusign Envelope ID: 716D10FF-0808-4E0E-AE78-7877697CBB69 253 84 Stanly *1 0 $43,251.00 0 $0.00 0 $0.00 0 $0.00 4,213 $0.00 4,213 47,464 85 Stokes 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0 86 Surry *1 0 $45,124.00 0 $0.00 0 $0.00 0 $0.00 4,395 $0.00 4,395 49,519 87 Swain *1 0 $1,864.00 0 $1,237.00 0 $1,236.00 0 $1,236.00 543 $0.00 543 6,116 D6 Toe River *1 0 $1,108.00 0 $10,983.00 0 $10,982.00 0 $10,982.00 3,317 $0.00 3,317 37,372 88 Transylvania 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 0 90 Union *1 0 $73,277.00 0 $8,878.00 0 $8,877.00 0 $8,877.00 9,731 $0.00 9,731 109,640 92 Wake *1 0 $89,765.00 0 $7,270.00 0 $7,269.00 0 $7,269.00 10,867 $0.00 10,867 122,440 93 Warren *1 0 $14,300.00 0 $0.00 0 $0.00 0 $0.00 1,393 $0.00 1,393 15,693 96 Wayne *1 0 $98,904.00 0 $8,900.00 0 $8,899.00 0 $8,899.00 12,234 $0.00 12,234 137,836 97 Wilkes *1 0 $10,678.00 0 $0.00 0 $0.00 0 $0.00 1,040 $0.00 1,040 11,718 98 Wilson *1 0 $68,042.00 0 $5,834.00 0 $5,833.00 0 $5,833.00 8,332 $0.00 8,332 93,874 99 Yadkin *1 0 $20,570.00 0 $2,456.00 0 $2,455.00 0 $2,455.00 2,721 $0.00 2,721 30,657 00 Yancey *1 0 $18,900.00 0 $0.00 0 $0.00 0 $0.00 1,838 $0.00 1,838 20,738 Totals 0 3,648,834 0 305,528 0 305,533 0 305,533 444,669 0 444,669 5,010,097 Sign and Date - DHHS Program Administrator Sign and Date - DHHS Section Chief Sign and Date - DHHS Budget Office – ATC Coordinator Sign and Date - DHHS Budget Officer Docusign Envelope ID: 716D10FF-0808-4E0E-AE78-7877697CBB69 02/27/26 | 10:47 AM EST 02/27/26 | 8:09 AM PST 2/27/2026 3/2/2026 254 Division of Public Health Agreement Addendum FY 25-26 Page 1 of 3 Health Director Signature (use blue ink or verifiable digital signature) Date LHD to complete: [For DPH to contact in case follow-up information is needed.] LHD program contact name: Phone and email address: Signature on this page signifies you have read and accepted all pages of this document. Template rev. August 2021 Union County Consolidated Human Services Agency, Public Health Department Environmental Health Section / Food Protection and Facilities Branch Local Health Department Legal Name DPH Section / Branch Name 874 Food and Lodging Shane Smith (919) 707-5872 shane.smith@dhhs.nc.gov Activity Number and Description DPH Program Contact (name, phone number, and email) 04/01/2026 – 05/31/2026 Service Period DPH Program Signature Date (only required for a negotiable Agreement Addendum) 05/01/2026 – 06/30/2026 Payment Period Original Agreement Addendum Agreement Addendum Revision # I.Background: In order to fund a portion of local expenditures created by state-mandated Food, Lodging, and Institution (Food and Lodging) sanitation programs and activities, the legislature established a State Inspections, Statistics, and Fees Program within the Environmental Health Section. This program centralizes public health data; invoices regulated facilities and distributes the funds in accordance with G.S. 130A-248(d). The receipts collected are redistributed to local environmental health programs in the form of aid to counties. II.Purpose: The Agreement Addendum allows for the Local Health Department’s environmental health program to implement state-mandated sanitation regulations. The funds from this Agreement Addendum are to be used to support local Food and Lodging programs and activities. The disbursement and fund purpose are described under “Regulation of food and lodging establishments” in North Carolina General Statute 130A-248(d) and under “Disbursements of Funds” in North Carolina Administrative Code 15A NCAC 18A .2901. III.Scope of Work and Deliverables: The Local Health Department shall: 1.Provide food, lodging, and institutional sanitation program inspection, permitting, and associated services within the jurisdiction of the local health department as outlined within G.S. 130A-248 and 10A NCAC 46 .0213. 2.Maintain an internal Quality Assurance Plan to provide for consistency and quality within the Food and Lodging Program, in accordance with 10A NCAC 46 .0213. Assuring consistency and quality of Food and Lodging permitting and inspection activities is essential to effective program 255 Page 2 of 3 implementation. Inconsistency or failure to apply permitting and inspection rules creates liability for the county and the Local Health Department and may lead to a loss of confidence from the public and operators. IV. Performance Measures / Reporting Requirements: 1. Performance Measures a. The Local Health Department shall ensure funds are used for Food and Lodging sanitation programs and activities in accordance with G.S. 130A-248(d). b. The Local Health Department shall submit a Quality Assurance Plan. 2. Reporting Requirements a. Attestation: By May 31, 2026, provide an attestation ensuring that funds are used for Food and Lodging sanitation programs and activities in accordance with G.S. 130A-248(d) via the DPH Smartsheet Reporting Portal, accessed at https://app.smartsheet.com/b/ publish?EQBCT=82018408e7b44ef9b44e113b6e536ffb. b. Summary of Activities for Calendar 2025: By April 1, 2026, submit a summary of the previous year’s Food Protection Program Quality Assurance Plan activities (January 2025- December 2025) by email to the Environmental Health Regional Specialist. c. Quality Assurance Plan for Calendar 2026: By April 1, 2026, submit its current Food Protection Program Quality Assurance Plan (January 2026–December 2026) by email to the Environmental Health Regional Specialist. d. Inspection Data: Inspection data for the required food, lodging, and institution inspections must be submitted electronically to the Environmental Health Inspections Data System within 30 days of each inspection. 3. Reporting Required Subcontract Information In accordance with revised NCDHHS guidelines effective October 1, 2024, the LHD must provide the information listed below for every subcontract receiving funding from the LHD to carry out any or all of this Agreement Addendum’s work. This information is not to be returned with the signed Agreement Addendum (AA) but is to be provided to DPH when the entities are known by the LHD. a. Subcontracts are contracts or agreements issued by the LHD to a vendor (“Subcontractor”) or a pass-through entity (“Subrecipient”). 1. Subcontractors are vendors hired by the LHD via a contract to provide a good or service required by the LHD to perform or accomplish specific work outlined in the executed AA. For example, if the LHD needed to build a data system to satisfy AA’s reporting requirements, the vendor hired by the LHD to build the data system would be a Subcontractor. (However, not all Vendors are considered Subcontractors. Entities performing general administrative services for the LHD (e.g., certified professional accountants) are not considered Subcontractors.) 2. Subrecipients of the LHD are those that receive DPH pass-through funding from the LHD via a contract or agreement for them to carry out all or a portion of the programmatic responsibilities outlined in the executed AA. (Subrecipients are also referred to as Subgrantees in NCAC.) The following information must be provided to the DPH Program Contact listed on Page 1 of this AA for review prior to the entity being awarded a contract or agreement from the LHD: • Organization or Individual’s Name (if an individual, include the person’s title) • EIN or Tax ID • Street Address or PO Box 256 Page 3 of 3 • City, State and ZIP Code • Contact Name • Contact Email • Contact Telephone • Fiscal Year End Date (of the entity) • State whether the entity is functioning as a pass-through entity Subcontractor or Subrecipient of the LHD. V. Performance Monitoring and Quality Assurance: The Food Protection and Facilities Branch will review annual required inspection data submitted electronically to the Environmental Health Inspections Data System to ensure that required food, lodging, and institution inspections are completed at the frequency required. Failure to complete required inspections will cause the Local Health Department to lose funding. During program monitoring activities, Environmental Health Regional Specialists may review documentation to verify that the submitted Quality Assurance Plan is being implemented as proposed. If the Local Health Department Food and Lodging program is not in compliance with their submitted Quality Assurance Plan, a corrective action plan must be submitted by email within 30 days to the Environmental Health Regional Specialist, indicating how deficiencies will be addressed. VI. Funding Guidelines or Restrictions: 1. Federal Funding Requirements: where federal grant dollars received by the Division of Public Health (DPH) are passed through to the Local Health Department (LHD) for all or any part of this Agreement Addendum (AA). a. Requirements for Pass-through Entities: In compliance with 2 CFR §200.331 – Requirements for pass-through entities, DPH provides Federal Award Reporting Supplements (FASs) to the LHD receiving federally funded AAs. 1. Definition: An FAS discloses the required elements of a single federal award. FASs address elements of federal funding sources only; state funding elements will not be included in the FAS. An AA funded by more than one federal award will receive a disclosure FAS for each federal award. 2. Frequency: An FAS will be generated as DPH receives information for federal grants. FASs will be issued to the LHD throughout the state fiscal year. For a federally funded AA, an FAS will accompany the original AA. If an AA is revised and if the revision affects federal funds, the AA Revision will include an FAS. FASs can also be sent to the LHD even if no change is needed to an AA. In those instances, the FAS will be sent to provide newly received federal grant information for funds already allocated in the existing AA. b. Required Reporting Certifications: Per the revised Uniform Guidance, 2 CFR 200, if awarded federal pass-through funds, the LHD as well as all subrecipients of the LHD must certify the following whenever 1) applying for funds, 2) requesting payment, and 3) submitting financial reports: “I certify to the best of my knowledge and belief that the information provided herein is true, complete, and accurate. I am aware that the provision of false, fictitious, or fraudulent information, or the omission of any material fact, may subject me to criminal, civil, or administrative consequences including, but not limited to violations of U.S. Code Title 18, Sections 2, 1001, 1343 and Title 31, Sections 3729-3730 and 3801-3812.” 2. The Local Health Department Food and Lodging funds are distributed based on the attached “Food and Lodging Distribution Calculations” spreadsheet. 257 Co. ID County % for FY24-25 1st (1) 2nd (2a) 3rd (2b)Total .Co. ID County % for FY24-25 1st (1) 2nd (2a) 3rd (2b)Total 001 Alamance 100%$750 $33,347 $15,863 $49,960 051 Johnston 100%$750 $46,219 $21,987 $68,956 002 Alexander 89%$750 $3,937 $4,687 052 Jones 100%$750 $1,292 $615 $2,657 D2 Alleghany 96%$750 $2,576 $3,326 .053 Lee 100%$750 $14,164 $6,738 $21,652 004 Anson 89%$750 $3,760 $4,510 054 Lenoir 45%$750 $5,546 $6,296 D2 Ashe 92%$750 $5,121 $5,871 .055 Lincoln 100%$750 $13,518 $6,430 $20,698 D6 Avery 18%$750 $1,145 $1,895 .056 Macon 92%$750 $10,059 $10,809 007 Beaufort 100%$750 $11,033 $5,248 $17,031 057 Madison 49%$750 $2,411 $3,161 D1 Bertie 30%$750 $1,059 $1,809 .D4 Martin 96%$750 $4,628 $5,378 009 Bladen 100%$750 $7,107 $3,381 $11,238 .D7 McDowell 98%$750 $8,328 $9,078 010 Brunswick 100%$750 $29,372 $13,972 $44,094 060 Mecklenburg 99%$750 $254,567 $255,317 011 Buncombe 53%$750 $42,407 $43,157 .D6 Mitchell 21%$750 $637 $1,387 012 Burke 88%$750 $12,114 $12,864 062 Montgomery 97%$750 $4,869 $5,619 013 Cabarrus 83%$750 $37,372 $38,122 063 Moore 95%$750 $23,795 $24,545 014 Caldwell 50%$750 $6,212 $6,962 064 Nash 86%$750 $17,310 $18,060 D1 Camden 71%$750 $1,023 $1,773 .065 New Hanover 100%$750 $64,061 $30,473 $95,284 016 Carteret 53%$750 $11,168 $11,918 066 Northampton 98%$750 $2,679 $3,429 017 Caswell 100%$750 $2,833 $1,348 $4,931 067 Onslow 100%$750 $34,292 $16,312 $51,354 018 Catawba 97%$750 $35,143 $35,893 068 Orange 100%$750 $25,098 $11,939 $37,787 019 Chatham 100%$750 $13,816 $6,572 $21,138 069 Pamlico 100%$750 $3,032 $1,442 $5,224 020 Cherokee 100%$750 $7,355 $3,499 $11,604 .D1 Pasquotank 86%$750 $7,864 $8,614 D1 Chowan 72%$750 $2,541 $3,291 .071 Pender 99%$750 $12,595 $13,345 022 Clay 100%$750 $2,733 $1,300 $4,783 .D1 Perquimans 72%$750 $2,004 $2,754 023 Cleveland 96%$750 $17,462 $18,212 073 Person 98%$750 $6,819 $7,569 024 Columbus 69%$750 $7,681 $8,431 074 Pitt 100%$750 $36,826 $17,519 $55,095 025 Craven 100%$750 $19,879 $9,456 $30,085 075 Polk 64%$750 $4,071 $4,821 026 Cumberland 84%$750 $56,065 $56,815 076 Randolph 95%$750 $23,182 $23,932 D1 Currituck 51%$750 $4,334 $5,084 .077 Richmond 100%$750 $9,095 $4,326 $14,171 028 Dare 100%$750 $23,855 $11,348 $35,953 078 Robeson 27%$750 $6,334 $7,084 029 Davidson 100%$750 $26,340 $12,530 $39,620 079 Rockingham 87%$750 $14,571 $15,321 030 Davie 100%$750 $7,852 $3,735 $12,337 080 Rowan 100%$750 $25,445 $12,104 $38,299 031 Duplin 100%$750 $12,524 $5,958 $19,232 .D7 Rutherford 99%$750 $12,054 $12,804 032 Durham 83%$750 $59,770 $60,520 082 Sampson 91%$750 $10,085 $10,835 033 Edgecombe 77%$750 $7,768 $8,518 083 Scotland 100%$750 $6,163 $2,931 $9,844 034 Forsyth 79%$750 $55,241 $55,991 084 Stanly 99%$750 $13,629 $14,379 035 Franklin 51%$750 $5,145 $5,895 085 Stokes 95%$750 $6,988 $7,738 036 Gaston 91%$750 $43,688 $44,438 086 Surry 100%$750 $17,046 $8,109 $25,905 D1 Gates 50%$750 $820 $1,570 .087 Swain 72%$750 $5,081 $5,831 038 Graham 69%$750 $1,406 $2,156 088 Transylvania 98%$750 $9,010 $9,760 D3 Granville 60%$750 $6,620 $7,370 .D4 Tyrrell 72%$750 $823 $1,573 040 Greene 74%$750 $2,832 $3,582 090 Union 100%$750 $34,143 $16,242 $51,135 041 Guilford 90%$750 $93,572 $94,322 .D3 Vance 40%$750 $3,757 $4,507 042 Halifax 52%$750 $5,660 $6,410 092 Wake 72%$750 $158,517 $159,267 043 Harnett 74%$750 $12,136 $12,886 093 Warren 98%$750 $3,409 $4,159 044 Haywood 100%$750 $16,351 $7,778 $24,879 .D4 Washington 93%$750 $2,357 $3,107 045 Henderson 99%$750 $28,881 $29,631 .D2 Watauga 96%$750 $15,554 $16,304 D1 Hertford 56%$750 $2,811 $3,561 .096 Wayne 89%$750 $20,568 $21,318 047 Hoke 89%$750 $6,369 $7,119 097 Wilkes 100%$750 $11,629 $5,532 $17,911 048 Hyde 77%$750 $2,296 $3,046 098 Wilson 82%$750 $16,627 $17,377 049 Iredell 100%$750 $36,081 $17,163 $53,994 099 Yadkin 80%$750 $6,719 $7,469 050 Jackson 100%$750 $13,468 $6,407 $20,625 100 Yancey 92%$750 $2,698 $3,448 Subtotals:$37,500 $850,081 $125,558 $1,013,139 Subtotals:$37,500 $1,042,168 $162,699 $1,242,367 1st (1)2nd (2a)3rd (2b)Total TOTALS:75,000$ 1,892,249$ 288,257$ 2,255,506$ D1-Albemarle Regional Health Services-28,456$ Bertie, Camden, Chowan, Currituck, Gates, Hertford, Pasquotank, Perquimans D2-Appalachian District Health Department-25,501$ Alleghany, Ashe, Watauga D3-Granville-Vance District Health Department-11,877$ Granville, Vance D6-Toe River District Health-3,282$ Avery, Mitchell D4-Martin-Tyrrell-Washington District Health Department-10,058$ Martin, Tyrrell, Washington D7-Foothills Health District-21,882$ McDowell, Rutherford 874 Food and Lodging Distribution Calculations — FY2025-26, April 1-May 31, 2026 258 259 3/5/20263/4/2026 260 Division of Public Health Agreement Addendum FY 25-26 Page 1 of 1 Health Director Signature (use blue ink or verifiable digital signature) Date LHD to complete: [For DPH to contact in case follow-up information is needed.] LHD program contact name: Phone and email address: Signature on this page signifies you have read and accepted all pages of this document. Template rev. Dec2024 Union County Consolidated Human Services Agency, Public Health Department Local Community Support Section Local Health Department Legal Name DPH Section / Branch Name 117 Public Health Infrastructure: Local Workforce Development Douglas Urland, (919) 604-6230 doug.urland@dhhs.nc.gov Activity Number and Description DPH Program Contact (name, phone number, and email) 06/01/2025 – 05/31/2026 Service Period DPH Program Signature Date (only required for a negotiable Agreement Addendum) 07/01/2025 – 06/30/2026 Payment Period Original Agreement Addendum Agreement Addendum Revision # 1 I. Background: No change. II. Purpose: Recognizing that this work is critical to local public health departments now and into the future, DPH has committed additional financial resources to this Activity and to the Foundational Capabilities outlined in the original Agreement Addendum. III. Scope of Work and Deliverables: No change. IV. Performance Measures / Reporting Requirements: No change. V. Performance Monitoring and Quality Assurance: No change. VI. Funding Guidelines or Restrictions: No change. 261 Activity Nbr + Name:117 FAS Number + Reason:2 Assistance Listing Nbr + Name:93.967 Is award R&D?:no FAIN:IDC rate:n/a Fed awd total amt:18,221,039$ Fed award project description: Fed awd date + awarding agency:03-28-23 Total federal funds Subrecipient's Federal funds from Total federal funds Subrecipient UEI for entire Activity Subrecipient UEI grant listed above for entire Activity Alamance F5VHYUU13NC5 559,261$ Jackson X7YWWY6ZP574 22,737$ 22,737$ Albemarle WAAVS51PNMK3 684,002$ Johnston SYGAGEFDHYR7 77,705$ 553,754$ Alexander XVEEJSNY7UX9 168,876$ Jones HE3NNNUE27M7 16,473$ 128,020$ Anson PK8UYTSNJCC3 22,688$ Lee F6A8UC99JWJ5 33,834$ 80,990$ Appalachian CD7BFHB8W539 201,881$ Lenoir QKUFL37VPGH6 37,793$ 301,260$ Beaufort RN1SXFD4LXN6 181,169$ Lincoln UGGQGSSKBGJ5 30,045$ 257,460$ Bladen TLCTJWDJH1H9 153,966$ Macon LLPJBC6N2LL3 16,750$ 94,737$ Brunswick MJBMXLN9NJT5 464,655$ Madison YQ96F8BJYTJ9 17,868$ 17,868$ Buncombe W5TCDKMLHE69 526,232$ MTW ZKK5GNRNBBY6 50,204$ 50,204$ Burke KVJHUFURQDM5 188,920$ Mecklenburg EZ15XL6BMM68 -$ -$ Cabarrus RXDXNEJKJFU7 72,374$ Montgomery E78ZAJM3BFL3 23,255$ 59,499$ Caldwell HL4FGNJNGE97 114,111$ Moore HFNSK95FS7Z8 38,797$ 268,930$ Carteret UC6WJ2MQMJS8 139,567$ Nash NF58K566HQM7 44,918$ 365,479$ Caswell JDJ7Y7CGYC86 130,425$ New Hanover F7TLT2GMEJE1 78,091$ 577,819$ Catawba GYUNA9W1NFM1 402,212$ Northampton CRA2KCAL8BA4 20,297$ 37,232$ Chatham KE57QE2GV5F1 247,881$ Onslow EGE7NBXW5JS6 68,803$ 589,405$ Cherokee DCEGK6HA11M5 16,023$ Orange GFFMCW9XDA53 50,713$ 309,173$ Clay HYKLQVNWLXK7 7,023$ Pamlico FT59QFEAU344 13,914$ 26,247$ Cleveland UWMUYMPVL483 188,809$ Pender T11BE678U9P5 27,355$ 228,173$ Columbus V1UAJ4L87WQ7 65,941$ Person FQ8LFJGMABJ4 23,922$ 203,088$ Craven LTZ2U8LZQ214 145,502$ Pitt VZNPMCLFT5R6 70,299$ 519,509$ Cumberland HALND8WJ3GW4 632,954$ Polk QZ6BZPGLX4Y9 12,593$ 80,361$ Dare ELV6JGB11QK6 14,448$ Randolph T3BUM1CVS9N5 59,111$ 501,335$ Davidson C9P5MDJC7KY7 542,307$ Richmond Q63FZNTJM3M4 32,677$ 175,014$ Davie L8WBGLHZV239 125,499$ Robeson LKBEJQFLAAK5 68,360$ 216,848$ Duplin KZN4GK5262K3 281,774$ Rockingham KGCCCHJJZZ43 41,204$ 294,389$ Durham LJ5BA6U2HLM7 916,296$ Rowan GCB7UCV96NW6 57,392$ 487,429$ Edgecombe MAN4LX44AD17 128,178$ Sampson WRT9CSK1KJY5 38,983$ 326,843$ Foothills NGTEF2MQ8LL4 65,715$ Scotland FNVTCUQGCHM5 29,111$ 236,412$ Forsyth V6BGVQ67YPY5 1,124,923$ Stanly U86MZUYPL7C5 27,158$ 232,231$ Franklin FFKTRQCNN143 233,352$ Stokes W41TRA3NUNS1 18,457$ 18,457$ Gaston QKY9R8A8D5J6 542,434$ Surry FMWCTM24C9J8 35,786$ 174,904$ Graham L8MAVKQJTYN7 10,747$ Swain TAE3M92L4QR4 15,778$ 15,778$ Granv-Vance MGQJKK22EJB3 417,112$ Toe River JUA6GAUQ9UM1 22,680$ 22,680$ Greene VCU5LD71N9U3 188,980$ Transylvania YLN4BFCJCP39 14,597$ 101,135$ Guilford YBEQWGFJPMJ3 1,281,756$ Union LHMKBD4AGRJ5 75,091$ 643,993$ Halifax MRL8MYNJJ3Y5 100,066$ Wake FTJ2WJPLWMJ3 -$ -$ Harnett JBDCD9V41BX7 155,610$ Warren TLNAU5CNHSU5 21,418$ 178,452$ Haywood DQHZEVAV95G5 172,021$ Wayne DACFHCLQKMS1 57,993$ 152,327$ Henderson TG5AR81JLFQ5 374,151$ Wilkes M14KKHY2NNR3 32,966$ 259,294$ Hoke C1GWSADARX51 234,288$ Wilson ME2DJHMYWG55 44,629$ 380,048$ Hyde T2RSYN36NN64 106,062$ Yadkin PLCDT7JFA8B1 22,316$ 138,449$ Iredell XTNRLKJLA4S9 222,433$ Yancey L98MCUHKC2J8 12,815$ 12,815$ UEI = Unique Entity Identifier Federal Award Reporting Requirements for Pass-Through Agencies, 2 CFR § 200.331 DPH v1 05-30-24 [ag] 44,097$ 32,229$ PH Infractructure: Local Workforce Development This FAS is accompanying an AA+BE or an AA Revision+BE Revision. Strengthening North Carolina's Public Health Infrastructure, Workforce, and Data Systems HHS, Centers for Disease Control and Prevention 31,273$ 16,023$ 133,217$ 30,746$ 78,710$ 7,023$ 45,789$ 35,010$ 72,374$ 62,865$ 34,070$ 24,441$ 28,214$ 18,701$ 59,856$ 33,649$ 13,811$ Subrecipient's 55,368$ 45,502$ 120,305$ 14,448$ 64,682$ 19,512$ 38,951$ 113,846$ 35,005$ 51,934$ 10,747$ 25,697$ 186,689$ 61,038$ Federal funds from CDC's Collaboration with Academia to Strengthen Public Health NE11OE000015 grant listed above 66,768$ 120,967$ 19,841$ 22,688$ 49,401$ 26,668$ 27,165$ 54,221$ 90,329$ 43,605$ FY26 -FAS federal award supplement 262 Docusign Envelope ID: 4D6F8436-AB5A-4264-8449-D34EC435212D 263 Docusign Envelope ID: 4D6F8436-AB5A-4264-8449-D34EC435212D 03/04/26 | 2:17 PM EST 03/04/26 | 2:34 PM EST 3/4/2026 3/5/2026 264 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-192 Agenda Date:4/20/2026 TITLE:..title Grant Application - North Carolina Recreational Trails Program (RTP) INFORMATION CONTACT: Jim Chaffin, Parks & Recreation Services, Director, 704-283-3881 ACTION REQUESTED: Authorize the County Manager to submit the associated grant application and make necessary assurances and certifications associated with the grant application as substantially consistent with this agenda item, which includes the authorization to execute documents related to award of the grant and budget funds as appropriate. PRIOR BOARD ACTIONS: None. BACKGROUND: The purpose of this grant program is to assist governmental agencies & non-profit organizations on the following eligible projects: new trail construction, maintenance and repairs, land acquisition, equipment purchases, and limited planning and permitting costs (up to 10%). The Recreational Trails Program (RTP) is a $1.5 million federal grant program, funded by the Federal Highway Administration, that supports the development and maintenance of motorized and non- motorized trails. In North Carolina, applications are reviewed by the NC Trails Committee, with final award decisions made by the Secretary of the North Carolina Department of Natural and Cultural Resources. The Parks & Recreation Department is proposing trail construction of approximately 0.47 mile (2,488 feet) to extend the existing paved trail at Cane Creek Park and connect accessibility from Shelter 2 to the boat ramp. Improving accessibility and paving a path makes the trail usable for a wider range of people, including those with mobility challenges, strollers, and bikes. It also enhances safety, durability, and year-round usability, reducing erosion and maintenance needs. FINANCIAL IMPACT: The grant request will be for approximately $100,000. There is a 25% match required for this project which will be allocated from the existing budget. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™265 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-194 Agenda Date:4/20/2026 TITLE:..title Special Revenue Ordinance Amendment - Catawba Nuclear Station Preparedness Funding INFORMATION CONTACT: Andrew Ansley, Emergency Management, Director, 704-283-3575 ACTION REQUESTED: Adopt General Special Revenue Ordinance SRO 96C Amendment appropriating Catawba Nuclear Station Preparedness Funding. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County receives funding annually from Duke Energy in support of expenses incurred for preparedness of emergencies related to the Catawba Nuclear Station. The funding may be used for food and provisions, exercises, training, replacement of equipment, equipment repair and salaries. The funds received and held in the General Special Revenue Fund until Emergency Management requests the funds to be transferred into the Nuclear Station Preparedness Funding program. There are current expenditure accounts with Catawba Nuclear Station Preparedness which need to be balanced. FINANCIAL IMPACT: Accumulated funds totaling $50,000.00 are available for appropriation to the Catawba Nuclear Station Preparedness Funding program in the Salary account. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™266 Special Revenue Ordinance 96C for the Catawba Nuclear Funds Program BE IT ORDAINED by the Board of County Commissioners of Union County, North Carolina that, pursuant to Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following special revenue project ordinance is hereby adopted: Section 1: This ordinance is to budget expenditures to be funded from payments issued by Duke Energy for emergency preparedness services at the Catawba nuclear power facility. Section 2: The officers of this unit are hereby directed to proceed with the Catawba Nuclear Funds Program project within the terms of the guidelines as set forth by federal, state, and local governments, Generally Accepted Accounting Principles (GAAP), and the budget contained herein. Section 3: The following amounts are appropriated for the project and authorized for expenditures: Expenditure Funds: Salaries & Wages - PT/Temp $ 96,950 FICA Contributions $ 3,050 Wearing Apparel $ 12,605 Food and Provisions $ 2,131 Printing and Office Supplies $ 2,415 Tools and Supplies $ 204,919 Telephone and Communications $ 29,626 Postage $ 41 Maint & Repairs-Equipment $ 1,277 Maint & Repairs-Fuel Gas $ 5 Professional Services $ 68,952 Dues and Memberships $ 200 Other Equipment $ 94,304 TOTAL EXPENDITURES $ 516,475 Section 4: The following revenues are anticipated to be available to complete the project: Revenue Funds: IFT Fr General Fund $ 15,575 Dpt Srv Chrg-Ag Reimb $ 500,900 TOTAL REVENUES $ 516,475 Section 5: The Finance Officer is hereby directed to maintain sufficient specific detailed accounting records. Section 6: Copies of this special revenue ordinance shall be furnished to the Budget Officer, the Finance Officer, and to the Clerk to the Board of County Commissioners. Section 7: At the completion of this special revenue ordinance, the Finance Officer is hereby directed to close out the Special Revenue Ordinance. Section 8: The County Manager is hereby authorized to transfer revenues and appropriations within an ordinance as contained herein. ATTEST: ________________________ ______________________________ Lynn G. West, Brian Helms, Chair Clerk to the Board Union County Board of Commissioners 267 268 269 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-157 Agenda Date:4/20/2026 TITLE:..title Budget Amendment - Health Care Fund INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Approve Budget Amendment # 21. PRIOR BOARD ACTIONS: None. BACKGROUND: With the completion of the Annual Comprehensive Financial Reports (ACFR) for FY 2025, staff are requesting the movement of General Fund Fund Balance to the Health Care Fund. Staff are recommending $5 million be moved from the General Fund Unassigned Fund Balance to the Health Care Fund. FINANCIAL IMPACT: The Unassigned Fund Balance will decrease by $5 million and the Health Care Fund will be increased by $5 million. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™270 BUDGET REQUESTED BY FISCAL YEAR DATE INCREASE DECREASE Description Description Fund Balance Appropriation (5,000,000) Transfer to Health Fund 5,000,000 IFT from General Fund (5,000,000) Health Fund Medical Services 5,000,000 Explanation:Appropriate Fund Balance to replenish Health Care Fund Balance DATE APPROVED BY DEBIT CREDIT Code Account Amount Code Account 10110400-5080 5,000,000 10110400-4991 (5,000,000) 81021070-5383 5,000,000 81021070-4010 (5,000,000) Total 10,000,000 Total (10,000,000) Prepared By JM Posted By Date Number 21 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR POSTING PURPOSES ONLY BUDGET AMENDMENT 2026 Jason May FY 2026 April 06, 2026 271 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-189 Agenda Date:4/20/2026 TITLE:..title Budget Amendment - Building Code INFORMATION CONTACT: Jason May, Budget & Grants Management, Director, 704-283-3760 ACTION REQUESTED: Adopt Budget Amendment #19. PRIOR BOARD ACTIONS: None. BACKGROUND: Building Code revenues have exceeded FY2026 projections, enabling the strategic allocation of surplus funds to support the development of a comprehensive Stormwater Manual. FINANCIAL IMPACT: Recognize and appropriate $150,000 in additional revenue and expenses in Building Code. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™272 BUDGET REQUESTED BY FISCAL YEAR DATE INCREASE DECREASE Description Description Dept Permit Charges/BLDG/INSPT 150,000 Professional Services 150,000 Explanation: Recognize anticipated additional revenue in Building Code for Stormwater Manual DATE APPROVED BY DEBIT CREDIT Code Account Amount Code Account 10120220-5381 Professional Services 150,000 10120110-4500 Dept Permit Charges 150,000 Total 150,000 Total 150,000 Prepared By JRP Posted By Date Number 19 Bd of Comm/County Manager Lynn West/Clerk to the Board FOR POSTING PURPOSES ONLY BUDGET AMENDMENT Building Code Jason May FY 2026 April 20, 2026 273 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-158 Agenda Date:4/20/2026 TITLE:..title Tax Bill Correction Report for February 2026 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for February 2026. 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: February Refund amount = $3441.61 Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™274 Union CountyCorrection Listing ReportPage 1 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal307.76769.65461.8903021007B RE 2025 2/10/2026 92,600 154,300 61,7000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL461.89 769.65 307.762025001898CLARK, BEVERLY JPublic Notes:167.00404.81237.8103021007B RE 2024 2/10/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL237.81 404.81 167.002025001898CLARK, BEVERLY JPublic Notes:164.23398.08233.8503021007B RE 2023 2/10/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL233.85 398.08 164.232025001898CLARK, BEVERLY JPublic Notes:164.23398.08233.8503021007B RE 2022 2/10/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL233.85 398.08 164.232025001898CLARK, BEVERLY JPublic Notes:164.50398.75234.2503021007B RE 2021 2/10/2026 35,600 60,600 25,0000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL234.25 398.75 164.502025001898CLARK, BEVERLY JPublic Notes:797.381,703.01905.6307054002G RE 2025 2/18/2026 189,900 357,100 167,2000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL905.63 1,703.01 797.382025001923CROWELL, OPAL F& CROWELL, JAMES FPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated275 Union CountyCorrection Listing ReportPage 2 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal732.641,547.50814.8607054002G RE 2024 2/18/2026 127,481 242,100 114,6190.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL814.86 1,547.50 732.642025001923CROWELL, OPAL F& CROWELL, JAMES FPublic Notes:724.511,530.31805.8007054002G RE 2023 2/18/2026 127,481 242,100 114,6190.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL805.80 1,530.31 724.512025001923CROWELL, OPAL F& CROWELL, JAMES FPublic Notes:724.511,530.31805.8007054002G RE 2022 2/18/2026 127,481 242,100 114,6190.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL805.80 1,530.31 724.512025001923CROWELL, OPAL F& CROWELL, JAMES FPublic Notes:724.511,530.31805.8007054002G RE 2021 2/18/2026 127,481 242,100 114,6190.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL805.80 1,530.31 724.512025001923CROWELL, OPAL F& CROWELL, JAMES FPublic Notes:Tax 5,539.54 10,210.81 4,671.27Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.00934,824 1,722,200 787,376Tax TTL 5,539.54 10,210.81 4,671.27 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated276 Union CountyCorrection Listing ReportPage 3 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal386.565,309.624,923.0601207005A RE 2025 2/10/2026 973,900 1,050,370 76,4700.000.00 0.00ValueLLTaxINT10.630.00 10.630.00PUV ROLLBACKTax TTL4,923.06 5,320.25 397.192025001899TATER HILL FARMS LLCPublic Notes:297.084,933.344,636.2601207005A RE 2024 2/10/2026 716,800 762,730 45,9300.000.00 0.00ValueLLTaxINT34.910.00 34.910.00PUV ROLLBACKTax TTL4,636.26 4,968.25 331.992025001899TATER HILL FARMS LLCPublic Notes:287.714,777.754,490.0401207005A RE 2023 2/10/2026 716,800 762,730 45,9300.000.00 0.00ValueLLTaxINT59.700.00 59.700.00PUV ROLLBACKTax TTL4,490.04 4,837.45 347.412025001899TATER HILL FARMS LLCPublic Notes:287.714,777.564,489.8501207005A RE 2022 2/10/2026 716,770 762,700 45,9300.000.00 0.00ValueLLTaxINT85.590.00 85.590.00PUV ROLLBACKTax TTL4,489.85 4,863.15 373.302025001899TATER HILL FARMS LLCPublic Notes:1,180.903,041.591,860.6901234013B RE 2025 2/9/2026 368,090 601,700 233,6100.000.00 0.00ValueLLTaxINT32.480.00 32.480.00PUV ROLLBACKTax TTL1,860.69 3,074.07 1,213.382025001890SMITH, MARJORIE LEIGH JORD& SMITH, HERMAN BRENT JRPublic Notes:660.252,372.461,712.2101234013B RE 2024 2/9/2026 264,720 366,800 102,0800.000.00 0.00ValueLLTaxINT77.580.00 77.580.00PUV ROLLBACKTax TTL1,712.21 2,450.04 737.832025001890SMITH, MARJORIE LEIGH JORD& SMITH, HERMAN BRENT JRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated277 Union CountyCorrection Listing ReportPage 4 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal639.432,276.341,636.9101234013B RE 2023 2/9/2026 261,320 363,400 102,0800.000.00 0.00ValueLLTaxINT132.680.00 132.680.00PUV ROLLBACKTax TTL1,636.91 2,409.02 772.112025001890SMITH, MARJORIE LEIGH JORD& SMITH, HERMAN BRENT JRPublic Notes:350.74719.62368.8802142007 RE 2025 2/6/2026 73,600 143,580 69,9800.000.00 0.00ValueLLTaxINT9.640.00 9.640.00PUV ROLLBACKTax TTL368.88 729.26 360.382025001889STEGALL, JERRY HPublic Notes:199.47506.45306.9802142007 RE 2024 2/6/2026 46,400 76,550 30,1500.000.00 0.00ValueLLTaxINT23.440.00 23.440.00PUV ROLLBACKTax TTL306.98 529.89 222.912025001889STEGALL, JERRY HPublic Notes:197.51501.48303.9702142007 RE 2023 2/6/2026 46,400 76,550 30,1500.000.00 0.00ValueLLTaxINT40.980.00 40.980.00PUV ROLLBACKTax TTL303.97 542.46 238.492025001889STEGALL, JERRY HPublic Notes:197.51439.90242.3902142007 RE 2022 2/6/2026 37,000 67,150 30,1500.000.00 0.00ValueLLTaxINT58.760.00 58.760.00PUV ROLLBACKTax TTL242.39 498.66 256.272025001889STEGALL, JERRY HPublic Notes:867.41897.8430.4303078004 RE 2025 2/5/2026 6,100 180,000 173,9000.000.00 0.00ValueLLTaxINT23.860.00 23.860.00PUV ROLLBACKTax TTL30.43 921.70 891.272025001886CARNES, WALTER VACHELPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated278 Union CountyCorrection Listing ReportPage 5 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal543.75583.8340.0803078004 RE 2024 2/5/2026 6,000 87,400 81,4000.000.00 0.00ValueLLTaxINT63.900.00 63.900.00PUV ROLLBACKTax TTL40.08 647.73 607.652025001886CARNES, WALTER VACHELPublic Notes:534.72574.1339.4103078004 RE 2023 2/5/2026 6,000 87,400 81,4000.000.00 0.00ValueLLTaxINT110.950.00 110.950.00PUV ROLLBACKTax TTL39.41 685.08 645.672025001886CARNES, WALTER VACHELPublic Notes:41.606,841.606,800.0004087005 RE 2025 2/4/2026 1,422,000 1,430,700 8,7000.000.00 0.00ValueLLTaxINT1.140.00 1.140.00PUV ROLLBACKTax TTL6,800.00 6,842.74 42.742025001882WYLIE, AMY J& WYLIE, JEFFREY CPublic Notes:28.367,877.937,849.5704087005 RE 2024 2/4/2026 1,228,800 1,233,240 4,4400.000.00 0.00ValueLLTaxINT3.340.00 3.340.00PUV ROLLBACKTax TTL7,849.57 7,881.27 31.702025001882WYLIE, AMY J& WYLIE, JEFFREY CPublic Notes:27.657,680.617,652.9604087005 RE 2023 2/4/2026 1,228,800 1,233,240 4,4400.000.00 0.00ValueLLTaxINT5.730.00 5.730.00PUV ROLLBACKTax TTL7,652.96 7,686.34 33.382025001882WYLIE, AMY J& WYLIE, JEFFREY CPublic Notes:163.021,049.12886.1004087006 RE 2025 2/4/2026 185,300 219,390 34,0900.000.00 0.00ValueLLTaxINT4.480.00 4.480.00PUV ROLLBACKTax TTL886.10 1,053.60 167.502025001883WYLIE, JEFFREY C& WYLIE, AMY JPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated279 Union CountyCorrection Listing ReportPage 6 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal111.151,211.811,100.6604087006 RE 2024 2/4/2026 172,300 189,700 17,4000.000.00 0.00ValueLLTaxINT13.060.00 13.060.00PUV ROLLBACKTax TTL1,100.66 1,224.87 124.212025001883WYLIE, JEFFREY C& WYLIE, AMY JPublic Notes:108.371,181.451,073.0804087006 RE 2023 2/4/2026 172,300 189,700 17,4000.000.00 0.00ValueLLTaxINT22.490.00 22.490.00PUV ROLLBACKTax TTL1,073.08 1,203.94 130.862025001883WYLIE, JEFFREY C& WYLIE, AMY JPublic Notes:400.35451.0450.6904117012D RE 2025 2/3/2026 10,600 94,320 83,7200.000.00 0.00ValueLLTaxINT11.010.00 11.010.00PUV ROLLBACKTax TTL50.69 462.05 411.362025001878LONG, JEFFREY RPublic Notes:276.54344.2567.7104117012D RE 2024 2/3/2026 10,600 53,890 43,2900.000.00 0.00ValueLLTaxINT32.490.00 32.490.00PUV ROLLBACKTax TTL67.71 376.74 309.032025001878LONG, JEFFREY RPublic Notes:269.61335.6266.0104117012D RE 2023 2/3/2026 10,600 53,890 43,2900.000.00 0.00ValueLLTaxINT55.940.00 55.940.00PUV ROLLBACKTax TTL66.01 391.56 325.552025001878LONG, JEFFREY RPublic Notes:55.3185.7330.4204231024 RE 2025 2/18/2026 6,600 18,600 12,0000.000.00 0.00ValueLLTaxINT1.520.00 1.520.00PUV ROLLBACKTax TTL30.42 87.25 56.832025001921MOORE, KYLE BRUCEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated280 Union CountyCorrection Listing ReportPage 7 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal40.6381.2640.6304231024 RE 2024 2/18/2026 6,500 13,000 6,5000.000.00 0.00ValueLLTaxINT4.770.00 4.770.00PUV ROLLBACKTax TTL40.63 86.03 45.402025001921MOORE, KYLE BRUCEPublic Notes:35.33189.32153.9904231024 RE 2023 2/18/2026 24,800 30,490 5,6900.000.00 0.00ValueLLTaxINT7.330.00 7.330.00PUV ROLLBACKTax TTL153.99 196.65 42.662025001921MOORE, KYLE BRUCEPublic Notes:35.33189.32153.9904231024 RE 2022 2/18/2026 24,800 30,490 5,6900.000.00 0.00ValueLLTaxINT10.510.00 10.510.00PUV ROLLBACKTax TTL153.99 199.83 45.842025001921MOORE, KYLE BRUCEPublic Notes:145.062,330.562,185.5004249001 RE 2025 2/18/2026 453,800 483,920 30,1200.000.00 0.00ValueLLTaxINT3.990.00 3.990.00PUV ROLLBACKTax TTL2,185.50 2,334.55 149.052025001920GODFREY, JOHN R& GODFREY, TRECIA SPublic Notes:60.851,939.001,878.1504249001 RE 2024 2/18/2026 292,000 301,460 9,4600.000.00 0.00ValueLLTaxINT7.150.00 7.150.00PUV ROLLBACKTax TTL1,878.15 1,946.15 68.002025001920GODFREY, JOHN R& GODFREY, TRECIA SPublic Notes:60.011,912.461,852.4504249001 RE 2023 2/18/2026 292,000 301,460 9,4600.000.00 0.00ValueLLTaxINT12.450.00 12.450.00PUV ROLLBACKTax TTL1,852.45 1,924.91 72.462025001920GODFREY, JOHN R& GODFREY, TRECIA SPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated281 Union CountyCorrection Listing ReportPage 8 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal76.61155.6179.0004318009C RE 2025 2/9/2026 16,500 32,500 16,0000.000.00 0.00ValueLLTaxINT2.100.00 2.100.00PUV ROLLBACKTax TTL79.00 157.71 78.712025001892O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:54.69124.2669.5704318009C RE 2024 2/9/2026 10,900 19,470 8,5700.000.00 0.00ValueLLTaxINT6.420.00 6.420.00PUV ROLLBACKTax TTL69.57 130.68 61.112025001892O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:52.93209.90156.9704318009C RE 2023 2/9/2026 25,000 33,430 8,4300.000.00 0.00ValueLLTaxINT10.980.00 10.980.00PUV ROLLBACKTax TTL156.97 220.88 63.912025001892O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:52.93153.39100.4604318009C RE 2022 2/9/2026 16,000 24,430 8,4300.000.00 0.00ValueLLTaxINT15.750.00 15.750.00PUV ROLLBACKTax TTL100.46 169.14 68.682025001892O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:80.73457.07376.3404318018B RE 2025 2/9/2026 78,600 95,460 16,8600.000.00 0.00ValueLLTaxINT2.220.00 2.220.00PUV ROLLBACKTax TTL376.34 459.29 82.952025001891O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:54.69326.56271.8704318018B RE 2024 2/9/2026 42,600 51,170 8,5700.000.00 0.00ValueLLTaxINT6.420.00 6.420.00PUV ROLLBACKTax TTL271.87 332.98 61.112025001891O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated282 Union CountyCorrection Listing ReportPage 9 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal53.81321.29267.4804318018B RE 2023 2/9/2026 42,600 51,170 8,5700.000.00 0.00ValueLLTaxINT11.170.00 11.170.00PUV ROLLBACKTax TTL267.48 332.46 64.982025001891O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:53.81321.29267.4804318018B RE 2022 2/9/2026 42,600 51,170 8,5700.000.00 0.00ValueLLTaxINT16.010.00 16.010.00PUV ROLLBACKTax TTL267.48 337.30 69.822025001891O'DONAHUE, CLAUDIA A& AUSTIN, JIMMY DPublic Notes:253.321,172.70919.3805006024 RE 2025 2/12/2026 190,900 243,500 52,6000.000.00 0.00ValueLLTaxINT6.970.00 6.970.00PUV ROLLBACKTax TTL919.38 1,179.67 260.292025001904LEMMONDS, CHRISTA LYNNPublic Notes:120.02883.50763.4805006024 RE 2024 2/12/2026 118,700 137,360 18,6600.000.00 0.00ValueLLTaxINT14.100.00 14.100.00PUV ROLLBACKTax TTL763.48 897.60 134.122025001904LEMMONDS, CHRISTA LYNNPublic Notes:118.38871.41753.0305006024 RE 2023 2/12/2026 118,700 137,360 18,6600.000.00 0.00ValueLLTaxINT24.570.00 24.570.00PUV ROLLBACKTax TTL753.03 895.98 142.952025001904LEMMONDS, CHRISTA LYNNPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated283 Union CountyCorrection Listing ReportPage 10 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal118.38871.41753.0305006024 RE 2022 2/12/2026 118,700 137,360 18,6600.000.00 0.00ValueLLTaxINT35.220.00 35.220.00PUV ROLLBACKTax TTL753.03 906.63 153.602025001904LEMMONDS, CHRISTA LYNNPublic Notes:Tax 61,701.16 71,281.38 9,580.22Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.0010,603,500 12,280,930 1,677,430Tax TTL 61,701.16 72,395.81 10,694.65 0.00INT 0.00 1,114.43 1,114.43Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal708.85768.0959.2408153002G RE 2025 2/10/2026 11,600 150,400 138,8000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL59.24 768.09 708.852025001897TUCKER, JAMES LOGAN& TUCKER, MILDRED PRICEPublic Notes:235.161,201.15965.9909105003 RE 2025 2/10/2026 110,500 137,400 26,9000.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL965.99 1,201.15 235.162025001896DALTON DEVELOPMENT LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated284 Union CountyCorrection Listing ReportPage 11 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal76.01185.95109.94356564 PP 2025 2/20/2026 12,576 21,271 8,6957.600.00 7.60ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL109.94 193.55 83.612025001937LILLEY, ANTHONY EPublic Notes:39.022,638.122,599.10407054 PP 2025 2/10/2026 401,777 407,810 6,0333.91259.91 263.82ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,859.01 2,901.94 42.932025001900ALLIED FINANCIAL GROUP LLCPublic Notes:660.05826.81166.76407054 PP 2022 2/10/2026 20,409 101,188 80,779264.0216.68 280.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL183.44 1,107.51 924.072025001900ALLIED FINANCIAL GROUP LLCPublic Notes:250.68429.42178.74407054 PP 2021 2/10/2026 21,875 52,554 30,679125.3517.87 143.22ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL196.61 572.64 376.032025001900ALLIED FINANCIAL GROUP LLCPublic Notes:167.40393.34225.94407054 PP 2020 2/10/2026 23,423 40,778 17,355100.4522.59 123.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL248.53 516.38 267.852025001900ALLIED FINANCIAL GROUP LLCPublic Notes:1,093.021,779.76686.74407307 PP 2025 2/19/2026 137,019 355,100 218,081109.3068.67 177.97ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL755.41 1,957.73 1,202.322025001929AUSTIN, RENEE KIMBERLYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated285 Union CountyCorrection Listing ReportPage 12 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,018.712,988.70969.99407307 PP 2024 2/19/2026 146,613 451,738 305,125403.7497.00 500.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,066.99 3,489.44 2,422.452025001929AUSTIN, RENEE KIMBERLYPublic Notes:2,450.993,543.511,092.52407307 PP 2023 2/19/2026 166,771 540,912 374,141735.31109.25 844.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,201.77 4,388.07 3,186.302025001929AUSTIN, RENEE KIMBERLYPublic Notes:2,707.794,088.521,380.73407307 PP 2022 2/19/2026 210,767 624,107 413,3401,083.13138.07 1,221.20ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,518.80 5,309.72 3,790.922025001929AUSTIN, RENEE KIMBERLYPublic Notes:2,561.744,108.371,546.63407307 PP 2021 2/19/2026 237,068 629,732 392,6641,280.88154.66 1,435.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,701.29 5,543.91 3,842.622025001929AUSTIN, RENEE KIMBERLYPublic Notes:3,104.155,408.182,304.03407307 PP 2020 2/19/2026 282,634 663,417 380,7831,862.49230.40 2,092.89ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,534.43 7,501.07 4,966.642025001929AUSTIN, RENEE KIMBERLYPublic Notes:46.67242.31195.64408265 PP 2025 2/10/2026 39,160 48,501 9,3414.6719.56 24.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL215.20 266.54 51.342025001895CAROLINA TRENCHING SERVICEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated286 Union CountyCorrection Listing ReportPage 13 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal15,360.25591,350.54575,990.29408759 PP 2025 2/4/2026 65,887,702 67,644,766 1,757,0640.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL575,990.29 591,350.54 15,360.252025001885CONSOLIDATED METCO INCPublic Notes:19,513.49777,066.40757,552.91408759 PP 2024 2/4/2026 69,468,401 71,257,808 1,789,4070.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL757,552.91 777,066.40 19,513.492025001884CONSOLIDATED METCO INCPublic Notes:20,033.25735,243.79715,210.54408759 PP 2023 2/4/2026 65,585,561 67,422,631 1,837,0700.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL715,210.54 735,243.79 20,033.252025001884CONSOLIDATED METCO INCPublic Notes:15,095.81748,423.16733,327.35408759 PP 2022 2/4/2026 67,246,891 68,631,193 1,384,3020.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL733,327.35 748,423.16 15,095.812025001884CONSOLIDATED METCO INCPublic Notes:12,834.30680,612.40667,778.10408759 PP 2021 2/4/2026 61,235,956 62,412,875 1,176,9190.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL667,778.10 680,612.40 12,834.302025001884CONSOLIDATED METCO INCPublic Notes:13,805.85826,115.91812,310.06408759 PP 2020 2/4/2026 60,296,174 61,320,955 1,024,7810.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL812,310.06 826,115.91 13,805.852025001884CONSOLIDATED METCO INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated287 Union CountyCorrection Listing ReportPage 14 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal2,396.27123,950.16121,553.89409061 PP 2021 2/18/2026 11,146,620 11,366,360 219,7401,198.1312,155.39 13,353.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL133,709.28 137,303.68 3,594.402025001926DARNEL INCPublic Notes:228.6320,693.5820,464.95410585 PP 2024 2/19/2026 2,476,098 2,503,761 27,66345.730.00 45.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL20,464.95 20,739.31 274.362025001928HARRIS TEETER LLC 273Public Notes:270.3222,662.5322,392.21410585 PP 2023 2/19/2026 2,728,096 2,761,030 32,93481.100.00 81.10ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL22,392.21 22,743.63 351.422025001928HARRIS TEETER LLC 273Public Notes:313.5723,931.5623,617.99410585 PP 2022 2/19/2026 2,877,435 2,915,639 38,204125.430.00 125.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL23,617.99 24,056.99 439.002025001928HARRIS TEETER LLC 273Public Notes:356.5925,290.9424,934.35410585 PP 2021 2/19/2026 3,040,033 3,083,509 43,476178.300.00 178.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL24,934.35 25,469.24 534.892025001928HARRIS TEETER LLC 273Public Notes:456.6018,619.8918,163.29410585 PP 2020 2/19/2026 1,871,154 1,918,192 47,038273.960.00 273.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL18,163.29 18,893.85 730.562025001928HARRIS TEETER LLC 273Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated288 Union CountyCorrection Listing ReportPage 15 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal37,676.5742,229.434,552.86411055 PP 2025 2/19/2026 520,803 4,830,637 4,309,8343,767.67455.29 4,222.96ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,008.15 46,452.39 41,444.242025001932IRON PEDDLERS PARTS DIVISIPublic Notes:36,222.5642,434.456,211.89411055 PP 2024 2/19/2026 569,637 3,891,284 3,321,6477,244.51621.19 7,865.70ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,833.08 50,300.15 43,467.072025001932IRON PEDDLERS PARTS DIVISIPublic Notes:3,903.5810,201.596,298.01411055 PP 2023 2/19/2026 577,534 935,497 357,9631,171.07629.80 1,800.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL6,927.81 12,002.46 5,074.652025001932IRON PEDDLERS PARTS DIVISIPublic Notes:1,940.308,763.326,823.02411055 PP 2022 2/19/2026 625,678 803,606 177,928776.12682.30 1,458.42ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,505.32 10,221.74 2,716.422025001932IRON PEDDLERS PARTS DIVISIPublic Notes:1,170.518,258.477,087.96411055 PP 2021 2/19/2026 649,973 757,310 107,337585.26708.80 1,294.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,796.76 9,552.53 1,755.772025001932IRON PEDDLERS PARTS DIVISIPublic Notes:1,102.5310,643.089,540.55411055 PP 2020 2/19/2026 708,176 790,015 81,839661.51954.06 1,615.57ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL10,494.61 12,258.65 1,764.042025001932IRON PEDDLERS PARTS DIVISIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated289 Union CountyCorrection Listing ReportPage 16 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,631.582,148.89517.31411216 PP 2025 2/25/2026 59,175 245,812 186,637163.1751.73 214.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL569.04 2,363.79 1,794.752025001956JD APPAREL INCPublic Notes:2,596.133,250.46654.33411216 PP 2024 2/25/2026 60,003 298,071 238,068519.2365.43 584.66ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL719.76 3,835.12 3,115.362025001956JD APPAREL INCPublic Notes:3,228.873,922.86693.99411216 PP 2023 2/25/2026 63,640 359,730 296,090968.6669.40 1,038.06ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL763.39 4,960.92 4,197.532025001956JD APPAREL INCPublic Notes:3,595.114,400.25805.14411216 PP 2022 2/25/2026 73,832 403,508 329,6761,438.0480.51 1,518.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL885.65 5,918.80 5,033.152025001956JD APPAREL INCPublic Notes:3,686.034,561.46875.43411216 PP 2021 2/25/2026 80,278 418,291 338,0131,843.0287.54 1,930.56ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL962.97 6,492.02 5,529.052025001956JD APPAREL INCPublic Notes:4,115.245,334.041,218.80411216 PP 2020 2/25/2026 90,469 395,935 305,4662,469.13121.88 2,591.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,340.68 7,925.05 6,584.372025001956JD APPAREL INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated290 Union CountyCorrection Listing ReportPage 17 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,194.761,465.90271.14412220 PP 2025 2/25/2026 53,092 287,037 233,945119.4927.11 146.60ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL298.25 1,612.50 1,314.252025001952MCALLISTER GREENHOUSES INCPublic Notes:1,667.372,027.50360.13412220 PP 2024 2/25/2026 53,872 303,291 249,419333.4936.01 369.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL396.14 2,397.00 2,000.862025001952MCALLISTER GREENHOUSES INCPublic Notes:1,645.702,005.74360.04412220 PP 2023 2/25/2026 54,692 304,685 249,993493.7336.00 529.73ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL396.04 2,535.47 2,139.432025001952MCALLISTER GREENHOUSES INCPublic Notes:1,440.821,806.53365.71412220 PP 2022 2/25/2026 55,553 274,423 218,870576.3336.57 612.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL402.28 2,419.43 2,017.152025001952MCALLISTER GREENHOUSES INCPublic Notes:1,179.731,477.66297.93412220 PP 2021 2/25/2026 45,210 224,227 179,017589.870.00 589.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL297.93 2,067.53 1,769.602025001952MCALLISTER GREENHOUSES INCPublic Notes:1,118.511,491.86373.35412220 PP 2020 2/25/2026 46,517 185,878 139,361671.1037.34 708.44ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL410.69 2,200.30 1,789.612025001952MCALLISTER GREENHOUSES INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated291 Union CountyCorrection Listing ReportPage 18 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal16.9320,147.7820,130.85412494 PP 2025 2/4/2026 3,007,297 3,009,827 2,5301.690.00 1.69ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL20,130.85 20,149.47 18.622025001881MMDI INCPublic Notes:140.414,423.894,283.48413677 PP 2025 2/10/2026 655,166 676,642 21,47614.040.00 14.04ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,283.48 4,437.93 154.452025001901QUIKTRIP CORPORATION #1054Public Notes:401.035,635.545,234.51413677 PP 2024 2/10/2026 625,539 673,463 47,92480.210.00 80.21ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL5,234.51 5,715.75 481.242025001901QUIKTRIP CORPORATION #1054Public Notes:688.37727.0738.70577659 PP 2024 2/13/2026 4,513 84,790 80,277129.103.87 132.97ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL42.57 860.04 817.472025001907THE TERRA GROUP LLCPublic Notes:99.11461.82362.71581097 PP 2025 2/10/2026 56,069 71,389 15,3209.9136.27 46.18ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL398.98 508.00 109.0220250019034M FIT PARTNERS LLCPublic Notes:146.64832.37685.73581097 PP 2024 2/10/2026 83,200 100,991 17,79129.3468.57 97.91ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL754.30 930.28 175.9820250019034M FIT PARTNERS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated292 Union CountyCorrection Listing ReportPage 19 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal163.691,030.07866.38581097 PP 2023 2/10/2026 106,031 126,064 20,03349.110.00 49.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL866.38 1,079.18 212.8020250019034M FIT PARTNERS LLCPublic Notes:167.871,184.631,016.76581097 PP 2022 2/10/2026 124,435 144,980 20,54567.15101.68 168.83ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,118.44 1,353.46 235.0220250019034M FIT PARTNERS LLCPublic Notes:99.111,209.661,110.55581097 PP 2021 2/10/2026 135,914 148,043 12,12949.56111.06 160.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,221.61 1,370.28 148.6720250019034M FIT PARTNERS LLCPublic Notes:55.791,556.671,500.88581097 PP 2020 2/10/2026 155,596 161,380 5,78433.46150.09 183.55ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,650.97 1,740.22 89.2520250019034M FIT PARTNERS LLCPublic Notes:335.943,849.863,513.92615727 PP 2024 2/19/2026 419,923 460,069 40,14667.190.00 67.19ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,513.92 3,917.05 403.132025001927AFL ENTERPRISE SERVICES INPublic Notes:314.334,466.954,152.62615727 PP 2023 2/19/2026 503,226 541,317 38,09194.300.00 94.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,152.62 4,561.25 408.632025001927AFL ENTERPRISE SERVICES INPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated293 Union CountyCorrection Listing ReportPage 20 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal236.774,694.454,457.68615727 PP 2022 2/19/2026 552,171 581,500 29,32994.710.00 94.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,457.68 4,789.16 331.482025001927AFL ENTERPRISE SERVICES INPublic Notes:787.784,881.444,093.66615727 PP 2021 2/19/2026 507,583 605,262 97,679393.89409.37 803.26ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,503.03 5,684.70 1,181.672025001927AFL ENTERPRISE SERVICES INPublic Notes:6,907.256,907.250.00615727 PP 2020 2/19/2026 0 712,823 712,8234,144.350.00 4,144.35ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL0.00 11,051.60 11,051.602025001927AFL ENTERPRISE SERVICES INPublic Notes:27.8050.3922.59665018 PP 2025 2/20/2026 2,933 6,543 3,6102.782.26 5.04ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL24.85 55.43 30.582025001939LAPOINTE, COREY STEPHENPublic Notes:115.83115.830.00669529 PP 2025 2/25/2026 0 17,905 17,90511.580.00 11.58ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 127.41 127.412025001954NGUYEN, MUOIPublic Notes:147.57147.570.00669529 PP 2024 2/25/2026 0 17,905 17,90529.510.00 29.51ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 177.08 177.082025001954NGUYEN, MUOIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated294 Union CountyCorrection Listing ReportPage 21 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal146.30146.300.00669529 PP 2023 2/25/2026 0 17,905 17,90543.890.00 43.89ValueLLTaxINT0.000.00 0.000.00BUSINESSCANVASSINGDISCOVERYTax TTL0.00 190.19 190.192025001954NGUYEN, MUOIPublic Notes:41.1041.100.00672063 PP 2025 2/20/2026 0 6,286 6,2864.110.00 4.11ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 45.21 45.212025001938EL ATARDECER RESTAURANTPublic Notes:59.7459.740.00672063 PP 2024 2/20/2026 0 7,139 7,13911.950.00 11.95ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 71.69 71.692025001938EL ATARDECER RESTAURANTPublic Notes:222.75222.750.00672532 PP 2025 2/20/2026 0 46,042 46,0420.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 222.75 222.752025001933GONZALEZ LOPEZ, TATIANA LU& BONILLA VARGAS, HENRYPublic Notes:9.149.140.00673071 PP 2025 2/20/2026 0 1,805 1,8050.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 9.14 9.142025001934MCGINNIS, CHERYL GANTTPublic Notes:44.2944.290.00673072 PP 2025 2/20/2026 0 8,865 8,8650.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 44.29 44.292025001935NOVEMBER, JAMES JRPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated295 Union CountyCorrection Listing ReportPage 22 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal104.75104.750.00674277 PP 2025 2/23/2026 0 15,914 15,9140.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 104.75 104.752025001950HUDSON, ANGELIA DEANPublic Notes:123.75123.750.00674278 PP 2025 2/23/2026 0 18,928 18,9280.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 123.75 123.752025001949MONZA, KRISTY MARIEPublic Notes:89.5189.510.00674279 PP 2025 2/23/2026 0 17,917 17,9170.000.00 0.00ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 89.51 89.512025001948PALMER, LINDAPublic Notes:Tax 4,604,556.53 4,842,151.15 237,594.62Totals for Type Value Change - Discovery : ValueLL 18,874.18 56,510.91 37,636.73427,010,043 451,454,558 24,444,515Tax TTL 4,623,430.71 4,898,662.06 275,231.35 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated296 Union CountyCorrection Listing ReportPage 23 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(136.95)527.30664.2502021002 RE 2024 2/12/2026 100,400 79,700 (20,700)0.000.00 0.00ValueLLTaxINT0.000.00 0.00136.95ACREAGE CHANGETax TTL664.25 527.30 (136.95)2025001905UEBELE, JENNIFER M& UEBELE, TIMOTHY RPublic Notes:(1,654.92)0.001,654.9202302005B RE 2025 2/19/2026 170,400 0 (170,400)0.000.00 0.00ValueLLTaxINT(45.51)0.00 (45.51)0.00EXEMPTIONSTATUS CHANGETax TTL1,654.92 (45.51) (1,700.43)2025001930CHRIST BIBLE DISCIPLESHIPPublic Notes:(1,196.78)102.281,299.0609192099 RE 2025 2/27/2026 148,600 11,700 (136,900)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1,299.06 102.28 (1,196.78)2025001960WHITE, DEWEY STANLEYPublic Notes:(33.06)0.0033.062783734 PP 2025 2/5/2026 7,173 0 (7,173)(3.31)3.31 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL36.37 0.00 (36.37)2025001888KNIGHTS TRUCKINGPublic Notes:(49.68)0.0049.682783734 PP 2024 2/5/2026 7,947 0 (7,947)(4.97)4.97 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL54.65 0.00 (54.65)2025001888KNIGHTS TRUCKINGPublic Notes:(122.85)0.00122.85381072 PP 2025 2/13/2026 15,951 0 (15,951)(12.29)12.29 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL135.14 0.00 (135.14)2025001918ROBINSON, BRIAN ARTHURPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated297 Union CountyCorrection Listing ReportPage 24 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(2,724.70)0.002,724.70410846 PP 2025 2/5/2026 565,760 0 (565,760)0.000.00 0.00ValueLLTaxINT0.000.00 0.002,779.19BUSINESS CLOSEDTax TTL2,724.70 0.00 (2,724.70)2025001887HOWEY, FRANKPublic Notes:(602.62)124.45727.07577659 PP 2024 2/18/2026 84,790 14,513 (70,277)(120.52)132.97 12.45ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL860.04 136.90 (723.14)2025001924THE TERRA GROUP LLCPublic Notes:(85.75)38.70124.45577659 PP 2024 2/18/2026 14,513 4,513 (10,000)(8.58)12.45 3.87ValueLLTaxINT0.000.00 0.0094.33SOLD PP ASSETTax TTL136.90 42.57 (94.33)2025001925THE TERRA GROUP LLCPublic Notes:(28.03)28.0356.06625586 PP 2025 2/19/2026 8,574 4,287 (4,287)(2.80)5.60 2.80ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL61.66 30.83 (30.83)2025001931RODRIGUEZ, MARIELAPublic Notes:(377.27)0.00377.27658082 PP 2025 2/20/2026 58,320 0 (58,320)(37.73)37.73 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL415.00 0.00 (415.00)2025001943COLUMBUS, ANTHONY DALEPublic Notes:(15.47)0.0015.47659179 PP 2025 2/9/2026 2,008 0 (2,008)(1.55)1.55 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL17.02 0.00 (17.02)2025001894101 CONSULTING LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated298 Union CountyCorrection Listing ReportPage 25 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(110.73)17.03127.76663050 PP 2024 2/20/2026 20,350 2,713 (17,637)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL127.76 17.03 (110.73)2025001941DAMERON, ERNEST LEE IIIPublic Notes:(9.21)0.009.21663831 PP 2024 2/13/2026 1,443 0 (1,443)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL9.21 0.00 (9.21)2025001914DEAN, JULIE NEALPublic Notes:(11.18)0.0011.18664432 PP 2024 2/20/2026 1,683 0 (1,683)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL11.18 0.00 (11.18)2025001936FINN, HEATHER DAWN& FINN, SHANE PATRICKPublic Notes:(214.08)0.00214.08664497 PP 2024 2/13/2026 34,100 0 (34,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL214.08 0.00 (214.08)2025001916LYMAN, WILLIAM BUCKLEYPublic Notes:(64.31)0.0064.31665187 PP 2024 2/13/2026 7,803 0 (7,803)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL64.31 0.00 (64.31)2025001911SHARKEY, CAITLIN ASHLEY& SHARKEY, ROBERT CHRISTOPublic Notes:(452.53)0.00452.53665238 PP 2024 2/13/2026 52,915 0 (52,915)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL452.53 0.00 (452.53)2025001910HENDRICK, JOHN STEWARDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated299 Union CountyCorrection Listing ReportPage 26 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(546.01)0.00546.01665656 PP 2024 2/13/2026 50,070 0 (50,070)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL546.01 0.00 (546.01)2025001912HARRELL, BRANDON SCOTTPublic Notes:(82.69)0.0082.69665853 PP 2024 2/13/2026 7,583 0 (7,583)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL82.69 0.00 (82.69)2025001913BULKHAK, YAKOV GRIGORYEVICPublic Notes:(207.38)0.00207.38667363 PP 2024 2/13/2026 20,226 0 (20,226)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL207.38 0.00 (207.38)2025001915ROLAND, KAYLA MONEAPublic Notes:(306.64)0.00306.64667599 PP 2024 2/3/2026 47,593 0 (47,593)0.000.00 0.00ValueLLTaxINT0.000.00 0.00306.64TAXPAYER MOVEDTax TTL306.64 0.00 (306.64)2025001879PRUETT, DAVID CARROLL& PRUETT, STEPHANIE MARIAPublic Notes:(124.50)0.00124.50667797 PP 2024 2/3/2026 19,323 0 (19,323)0.000.00 0.00ValueLLTaxINT0.000.00 0.00124.50TAXPAYER MOVEDTax TTL124.50 0.00 (124.50)2025001880PRUETT, STEPHANIE MARIAPublic Notes:(391.61)43.19434.80668375 PP 2024 2/9/2026 69,258 6,879 (62,379)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL434.80 43.19 (391.61)2025001893LYMAN, WILLIAM BUCKLEYPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated300 Union CountyCorrection Listing ReportPage 27 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(176.15)0.00176.15670359 PP 2025 2/10/2026 36,667 0 (36,667)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL176.15 0.00 (176.15)2025001902MORRIS, NATHAN GRANTPublic Notes:(60.54)0.0060.54670595 PP 2025 2/13/2026 12,660 0 (12,660)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL60.54 0.00 (60.54)2025001917MCALLISTER, BRYAN MATTHEWPublic Notes:(169.15)9.95179.10670739 PP 2025 2/20/2026 38,550 2,142 (36,408)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL179.10 9.95 (169.15)2025001940CURTISS, ANDREW MICHAELPublic Notes:(46.57)0.0046.57672102 PP 2025 2/27/2026 5,327 0 (5,327)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL46.57 0.00 (46.57)2025001957HENRY, TODD RYANPublic Notes:(216.35)0.00216.35672627 PP 2025 2/27/2026 24,748 0 (24,748)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL216.35 0.00 (216.35)2025001958MCMANUS, ROBERT WADEPublic Notes:(185.15)0.00185.15672932 PP 2025 2/27/2026 42,642 0 (42,642)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL185.15 0.00 (185.15)2025001959ANTON, CHERYL BRASHERPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated301 Union CountyCorrection Listing ReportPage 28 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(380.34)0.00380.34673202 PP 2025 2/25/2026 78,975 0 (78,975)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL380.34 0.00 (380.34)2025001953MCKECHNIE, AUBREY PATRICIAPublic Notes:(887.92)0.00887.92673580 PP 2025 2/20/2026 170,459 0 (170,459)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL887.92 0.00 (887.92)2025001942WALLACE, JOSEPH ALLENPublic Notes:(43.81)0.0043.81673990 PP 2025 2/20/2026 5,012 0 (5,012)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL43.81 0.00 (43.81)2025001945HUCKLEBERRY, VINCENT PAULPublic Notes:(259.09)0.00259.09674010 PP 2025 2/20/2026 29,637 0 (29,637)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL259.09 0.00 (259.09)2025001946HUCKLEBERRY, VINCENT PAULPublic Notes:(35.34)0.0035.34674120 PP 2025 2/20/2026 4,043 0 (4,043)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL35.34 0.00 (35.34)2025001944HUCKLEBERRY, VINCENT PAULPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated302 Union CountyCorrection Listing ReportPage 29 of 292026/03/02 09:27:42 AMDate Posted between 2/1/2026 and 2/28/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(271.82)0.00271.82674162 PP 2025 2/20/2026 31,093 0 (31,093)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL271.82 0.00 (271.82)2025001947HUCKLEBERRY, VINCENT PAULPublic Notes:Tax 13,172.11 890.93 (12,281.18)Totals for Type Value Change - Release : ValueLL 210.87 19.12 (191.75)1,996,596 126,447 (1,870,149)Tax TTL 13,382.98 864.54 (12,518.44) 3,441.61INT 0.00 (45.51) (45.51)Grand Totals :YearRefund Amount3,441.61Tax 4,684,969.34 4,924,534.27 239,564.93Value 465,584,135440,544,96337,444.98LL 19,085.05 56,530.0325,039,172Tax TTL 4,704,054.39 4,982,133.22 278,078.833,441.61INT 0.00 1,068.92 1,068.92JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated303 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-177 Agenda Date:4/20/2026 TITLE:..title February 2026 NCVTS Motor Vehicle Tax Report INFORMATION CONTACT: Vann Harrell, Tax Administration, Tax Administrator 704-283-3748; Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: Approve the February 2026 NCVTS Motor Vehicle Tax Refund Report. PRIOR BOARD ACTIONS: None. BACKGROUND: The refunds included in this report represent adjustments made to tax bills that resulted in refunds of motor vehicle taxes paid under the Tax and Tag Together program operated jointly between the counties and the state. FINANCIAL IMPACT: $752.38 Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™304 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change 001 TAX ($92.73)$0.00 026 TAX ($25.08)$0.00 003 TAX ($8.75)$0.00 005 TAX ($3.72)$0.00 004 TAX ($32.10)$0.00 002 TAX ($220.93)$0.00 Refund 001 TAX ($45.36)$0.00 026 TAX ($12.27)$0.00 003 TAX ($4.28)$0.00 005 TAX ($1.82)$0.00 004 TAX ($15.70)$0.00 002 TAX ($108.08)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($167.85)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $16.29 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund Refund Total North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change BUTLER, GILBERT SHANE BUTLER, GILBERT SHANE 414 CREPE MYRTLE LN MATTHEWS, NC 28104 Adjustment >= $100 0089449479 1C109 PENDING 727148466 Refund Generated due to adjustment on Bill #0089449479- 2025-2025-0000-00 Exempt Property 2/23/2026 ($92.73) ($25.08) ($8.75) ($3.72) ($32.10) ($220.93) $383.31 SALTER, JACKSON TRACY SALTER, JACKSON TRACY 5014 WINDING LN INDIAN TRAIL, NC 28079 Adjustment >= $100 0088962515 LLL9952 PENDING 724988556 Refund Generated due to adjustment on Bill #0088962515- 2025-2025-0000-00 Assessed In Err 2/9/2026 ($45.36) ($12.27) ($4.28) ($1.82) ($15.70) ($108.08) $187.51 TERMINIX SERVICE INC. TERMINIX SERVICE INC.PO BOX 2627 COLUMBIA, SC 29202 Adjustment >= $100 0089133850 MAR3762 PENDING 965923960 Refund Generated due to adjustment on Bill #0089133850- 2025-2025-0000 Situs error 2/5/2026 $0.00 ($167.85) ($30.00) $16.29 $0.00 $0.00 $0.00 $0.00 $181.56 $752.38 Page 1 of 1 305 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-196 Agenda Date:4/20/2026 TITLE:..title Tax Bill Correction Report for March 2026 INFORMATION CONTACT: Michael Thompson, Tax Administration, Deputy Tax Administrator, 704-283-3624 ACTION REQUESTED: Approve Tax Bill Correction Reports for March 2026. 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: March Refund amount = $960.98 Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™306 Union CountyCorrection Listing ReportPage 1 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Exclusion Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal251.84496.48244.6402167010 RE 2025 3/9/2026 48,339 98,100 49,7610.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL244.64 496.48 251.842025001968GILLESPIE, LEON EPublic Notes:219.06334.73115.6702167010 RE 2024 3/9/2026 17,174 49,700 32,5260.000.00 0.00ValueLLTaxINT0.000.00 0.000.00EXCLUSIONSTATUS CHANGETax TTL115.67 334.73 219.062025001968GILLESPIE, LEON EPublic Notes:Tax 360.31 831.21 470.90Totals for Type Exclusion Change - Discovery : ValueLL 0.00 0.00 0.0065,513 147,800 82,287Tax TTL 360.31 831.21 470.90 0.00INT 0.00 0.00 0.00Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal80.981,035.87954.8901066012B RE 2025 3/25/2026 188,900 204,920 16,0200.000.00 0.00ValueLLTaxINT2.830.00 2.830.00PUV ROLLBACKTax TTL954.89 1,038.70 83.812025002045THOMAS, PATRICIA M& THOMAS, W BRUCEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated307 Union CountyCorrection Listing ReportPage 2 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal44.50880.17835.6701066012B RE 2024 3/25/2026 129,200 136,080 6,8800.000.00 0.00ValueLLTaxINT5.560.00 5.560.00PUV ROLLBACKTax TTL835.67 885.73 50.062025002045THOMAS, PATRICIA M& THOMAS, W BRUCEPublic Notes:43.10852.41809.3101066012B RE 2023 3/25/2026 129,200 136,080 6,8800.000.00 0.00ValueLLTaxINT9.260.00 9.260.00PUV ROLLBACKTax TTL809.31 861.67 52.362025002045THOMAS, PATRICIA M& THOMAS, W BRUCEPublic Notes:43.10852.41809.3101066012B RE 2022 3/25/2026 129,200 136,080 6,8800.000.00 0.00ValueLLTaxINT13.140.00 13.140.00PUV ROLLBACKTax TTL809.31 865.55 56.242025002045THOMAS, PATRICIA M& THOMAS, W BRUCEPublic Notes:446.312,318.691,872.3801114002 RE 2025 3/24/2026 370,400 458,690 88,2900.000.00 0.00ValueLLTaxINT15.620.00 15.620.00PUV ROLLBACKTax TTL1,872.38 2,334.31 461.932025002038JONES, GWEN HARTSELL CO TR& HAYES, CYNTHIA HARTSELLPublic Notes:288.541,941.121,652.5801114002 RE 2024 3/24/2026 255,500 300,110 44,6100.000.00 0.00ValueLLTaxINT36.070.00 36.070.00PUV ROLLBACKTax TTL1,652.58 1,977.19 324.612025002038JONES, GWEN HARTSELL CO TR& HAYES, CYNTHIA HARTSELLPublic Notes:279.441,879.891,600.4501114002 RE 2023 3/24/2026 255,500 300,110 44,6100.000.00 0.00ValueLLTaxINT60.080.00 60.080.00PUV ROLLBACKTax TTL1,600.45 1,939.97 339.522025002038JONES, GWEN HARTSELL CO TR& HAYES, CYNTHIA HARTSELLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated308 Union CountyCorrection Listing ReportPage 3 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal584.09604.0519.9602192003H RE 2025 3/5/2026 4,000 121,100 117,1000.000.00 0.00ValueLLTaxINT20.440.00 20.440.00PUV ROLLBACKTax TTL19.96 624.49 604.532025001965HAIGLER, KAY AUTRYPublic Notes:358.05384.7726.7202192003H RE 2024 3/5/2026 4,000 57,600 53,6000.000.00 0.00ValueLLTaxINT44.760.00 44.760.00PUV ROLLBACKTax TTL26.72 429.53 402.812025001965HAIGLER, KAY AUTRYPublic Notes:352.10378.3726.2702192003H RE 2023 3/5/2026 4,000 57,600 53,6000.000.00 0.00ValueLLTaxINT75.700.00 75.700.00PUV ROLLBACKTax TTL26.27 454.07 427.802025001965HAIGLER, KAY AUTRYPublic Notes:352.10378.3726.2702192003H RE 2022 3/5/2026 4,000 57,600 53,6000.000.00 0.00ValueLLTaxINT107.390.00 107.390.00PUV ROLLBACKTax TTL26.27 485.76 459.492025001965HAIGLER, KAY AUTRYPublic Notes:98.63745.27646.6403156009 RE 2025 3/19/2026 132,700 152,940 20,2400.000.00 0.00ValueLLTaxINT3.450.00 3.450.00PUV ROLLBACKTax TTL646.64 748.72 102.082025002021AUTRY, GENE DARIENPublic Notes:64.53716.37651.8403156009 RE 2024 3/19/2026 99,700 109,570 9,8700.000.00 0.00ValueLLTaxINT8.070.00 8.070.00PUV ROLLBACKTax TTL651.84 724.44 72.602025002021AUTRY, GENE DARIENPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated309 Union CountyCorrection Listing ReportPage 4 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal63.42704.09640.6703156009 RE 2023 3/19/2026 99,700 109,570 9,8700.000.00 0.00ValueLLTaxINT13.640.00 13.640.00PUV ROLLBACKTax TTL640.67 717.73 77.062025002021AUTRY, GENE DARIENPublic Notes:80.40168.6088.2003177013 RE 2025 3/9/2026 18,100 34,600 16,5000.000.00 0.00ValueLLTaxINT2.820.00 2.820.00PUV ROLLBACKTax TTL88.20 171.42 83.222025001967COX, CRYSTAL S& COX, DOUGLAS MPublic Notes:57.60164.82107.2203177013 RE 2024 3/9/2026 16,400 25,210 8,8100.000.00 0.00ValueLLTaxINT7.200.00 7.200.00PUV ROLLBACKTax TTL107.22 172.02 64.802025001967COX, CRYSTAL S& COX, DOUGLAS MPublic Notes:56.61162.00105.3903177013 RE 2023 3/9/2026 16,400 25,210 8,8100.000.00 0.00ValueLLTaxINT12.170.00 12.170.00PUV ROLLBACKTax TTL105.39 174.17 68.782025001967COX, CRYSTAL S& COX, DOUGLAS MPublic Notes:56.61162.00105.3903177013 RE 2022 3/9/2026 16,400 25,210 8,8100.000.00 0.00ValueLLTaxINT17.260.00 17.260.00PUV ROLLBACKTax TTL105.39 179.26 73.872025001967COX, CRYSTAL S& COX, DOUGLAS MPublic Notes:331.851,023.82691.9703180002C RE 2025 3/5/2026 142,000 210,100 68,1000.000.00 0.00ValueLLTaxINT11.620.00 11.620.00PUV ROLLBACKTax TTL691.97 1,035.44 343.472025001964PIGG, RICKY DEANPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated310 Union CountyCorrection Listing ReportPage 5 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal181.76846.67664.9103180002C RE 2024 3/5/2026 101,700 129,500 27,8000.000.00 0.00ValueLLTaxINT22.720.00 22.720.00PUV ROLLBACKTax TTL664.91 869.39 204.482025001964PIGG, RICKY DEANPublic Notes:178.64832.17653.5303180002C RE 2023 3/5/2026 101,700 129,500 27,8000.000.00 0.00ValueLLTaxINT38.400.00 38.400.00PUV ROLLBACKTax TTL653.53 870.57 217.042025001964PIGG, RICKY DEANPublic Notes:87.802,472.962,385.1604231015 RE 2025 3/25/2026 517,500 536,550 19,0500.000.00 0.00ValueLLTaxINT3.080.00 3.080.00PUV ROLLBACKTax TTL2,385.16 2,476.04 90.882025002044JENKINS, MICHAEL E& JENKINS, PAMELLA BPublic Notes:63.892,067.962,004.0704231015 RE 2024 3/25/2026 320,600 330,820 10,2200.000.00 0.00ValueLLTaxINT7.990.00 7.990.00PUV ROLLBACKTax TTL2,004.07 2,075.95 71.882025002044JENKINS, MICHAEL E& JENKINS, PAMELLA BPublic Notes:63.462,054.061,990.6004231015 RE 2023 3/25/2026 320,600 330,820 10,2200.000.00 0.00ValueLLTaxINT13.640.00 13.640.00PUV ROLLBACKTax TTL1,990.60 2,067.70 77.102025002044JENKINS, MICHAEL E& JENKINS, PAMELLA BPublic Notes:99.982,933.612,833.6306015002 RE 2025 3/17/2026 588,380 609,140 20,7600.000.00 0.00ValueLLTaxINT3.500.00 3.500.00PUV ROLLBACKTax TTL2,833.63 2,937.11 103.482025002002ROBINSON, DONALD SPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated311 Union CountyCorrection Listing ReportPage 6 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal41.872,077.732,035.8606015002 RE 2024 3/17/2026 316,520 323,030 6,5100.000.00 0.00ValueLLTaxINT5.240.00 5.240.00PUV ROLLBACKTax TTL2,035.86 2,082.97 47.112025002002ROBINSON, DONALD SPublic Notes:41.302,049.312,008.0106015002 RE 2023 3/17/2026 316,520 323,030 6,5100.000.00 0.00ValueLLTaxINT8.880.00 8.880.00PUV ROLLBACKTax TTL2,008.01 2,058.19 50.182025002002ROBINSON, DONALD SPublic Notes:41.302,049.312,008.0106015002 RE 2022 3/17/2026 316,520 323,030 6,5100.000.00 0.00ValueLLTaxINT12.600.00 12.600.00PUV ROLLBACKTax TTL2,008.01 2,061.91 53.902025002002ROBINSON, DONALD SPublic Notes:5.9543.5637.6108162026 RE 2025 3/9/2026 7,400 8,570 1,1700.000.00 0.00ValueLLTaxINT0.160.00 0.160.00PUV ROLLBACKTax TTL37.61 43.72 6.112025001906BARHAM FAMILY TRUST& BARHAM, SHERRI P TRUSTEPublic Notes:2.6452.6450.0008162026 RE 2024 3/9/2026 7,400 7,790 3900.000.00 0.00ValueLLTaxINT0.310.00 0.310.00PUV ROLLBACKTax TTL50.00 52.95 2.952025001906BARHAM FAMILY TRUST& BARHAM, SHERRI P TRUSTEPublic Notes:2.6152.1549.5408162026 RE 2023 3/9/2026 7,400 7,790 3900.000.00 0.00ValueLLTaxINT0.540.00 0.540.00PUV ROLLBACKTax TTL49.54 52.69 3.152025001906BARHAM FAMILY TRUST& BARHAM, SHERRI P TRUSTEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated312 Union CountyCorrection Listing ReportPage 7 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal4.3226.6822.3609075001 RE 2025 3/10/2026 4,400 5,250 8500.000.00 0.00ValueLLTaxINT0.150.00 0.150.00PUV ROLLBACKTax TTL22.36 26.83 4.472025001975BAKER, CAROLYN& BAKER, KENNETH THOMASPublic Notes:3.2432.2929.0509075001 RE 2024 3/10/2026 4,300 4,780 4800.000.00 0.00ValueLLTaxINT0.400.00 0.400.00PUV ROLLBACKTax TTL29.05 32.69 3.642025001975BAKER, CAROLYN& BAKER, KENNETH THOMASPublic Notes:3.2132.0028.7909075001 RE 2023 3/10/2026 4,300 4,780 4800.000.00 0.00ValueLLTaxINT0.690.00 0.690.00PUV ROLLBACKTax TTL28.79 32.69 3.902025001975BAKER, CAROLYN& BAKER, KENNETH THOMASPublic Notes:3.2132.0028.7909075001 RE 2022 3/10/2026 4,300 4,780 4800.000.00 0.00ValueLLTaxINT0.970.00 0.970.00PUV ROLLBACKTax TTL28.79 32.97 4.182025001975BAKER, CAROLYN& BAKER, KENNETH THOMASPublic Notes:3,043.594,321.791,278.2009307010 RE 2025 3/24/2026 264,200 893,300 629,1000.000.00 0.00ValueLLTaxINT106.520.00 106.520.00PUV ROLLBACKTax TTL1,278.20 4,428.31 3,150.112025002035MELTON, DENNIS R TRUSTEEPublic Notes:5,098.386,437.831,339.4509307010 RE 2024 3/24/2026 205,500 987,700 782,2000.000.00 0.00ValueLLTaxINT637.300.00 637.300.00PUV ROLLBACKTax TTL1,339.45 7,075.13 5,735.682025002035MELTON, DENNIS R TRUSTEEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated313 Union CountyCorrection Listing ReportPage 8 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : PUV RollbackCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal5,007.646,323.261,315.6209307010 RE 2023 3/24/2026 205,500 987,700 782,2000.000.00 0.00ValueLLTaxINT1,076.640.00 1,076.640.00PUV ROLLBACKTax TTL1,315.62 7,399.90 6,084.282025002035MELTON, DENNIS R TRUSTEEPublic Notes:Tax 32,434.32 50,091.07 17,656.75Totals for Type PUV Rollback : ValueLL 0.00 0.00 0.005,630,040 8,606,240 2,976,200Tax TTL 32,434.32 52,497.88 20,063.56 0.00INT 0.00 2,406.81 2,406.81JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated314 Union CountyCorrection Listing ReportPage 9 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Tax Type Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.000.000.00672408 PP 2025 3/23/2026 0 0 00.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 0.00 0.002025002030RIPPLE FIBER, INC.Public Notes:Tax 0.00 0.00 0.00Totals for Type Tax Type Change - Discovery : ValueLL 0.00 0.00 0.0000 0Tax TTL 0.00 0.00 0.00 0.00INT 0.00 0.00 0.00Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal54.50530.20475.702783816 PP 2025 3/17/2026 54,415 60,650 6,2355.4447.57 53.01ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL523.27 583.21 59.942025002004HEATHER'S TOUCH LLCPublic Notes:73.39698.05624.662783816 PP 2024 3/17/2026 57,282 64,012 6,73014.6762.47 77.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL687.13 775.19 88.062025002004HEATHER'S TOUCH LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated315 Union CountyCorrection Listing ReportPage 10 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal78.37540.71462.342783816 PP 2023 3/17/2026 42,397 49,584 7,18723.5146.23 69.74ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL508.57 610.45 101.882025002004HEATHER'S TOUCH LLCPublic Notes:94.22580.89486.672783816 PP 2022 3/17/2026 44,628 53,268 8,64037.6948.67 86.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL535.34 667.25 131.912025002004HEATHER'S TOUCH LLCPublic Notes:59.92546.59486.672783816 PP 2021 3/17/2026 44,628 50,123 5,49529.9648.67 78.63ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL535.34 625.22 89.882025002004HEATHER'S TOUCH LLCPublic Notes:88.92607.26518.342783816 PP 2020 3/17/2026 38,475 45,076 6,60153.360.00 53.36ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL518.34 660.62 142.282025002004HEATHER'S TOUCH LLCPublic Notes:7,090.8750,702.7843,611.91406913 PP 2025 3/19/2026 4,988,779 5,799,906 811,127709.104,361.19 5,070.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL47,973.10 55,773.07 7,799.972025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:6,913.4857,064.9350,151.45406913 PP 2024 3/19/2026 4,598,941 5,232,914 633,9731,382.725,015.15 6,397.87ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL55,166.60 63,462.80 8,296.202025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated316 Union CountyCorrection Listing ReportPage 11 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal5,729.1631,785.2826,056.12406913 PP 2023 3/19/2026 2,389,374 2,914,744 525,3701,718.762,605.61 4,324.37ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL28,661.73 36,109.65 7,447.922025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:4,531.7833,210.5528,678.77406913 PP 2022 3/19/2026 2,629,873 3,045,442 415,5691,812.722,867.88 4,680.60ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL31,546.65 37,891.15 6,344.502025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:1,880.2818,191.7816,311.50406913 PP 2021 3/19/2026 2,560,675 2,855,853 295,178940.141,631.15 2,571.29ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL17,942.65 20,763.07 2,820.422025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:1,337.505,843.864,506.36406913 PP 2020 3/19/2026 572,891 742,927 170,036802.50450.64 1,253.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL4,957.00 7,097.00 2,140.002025002019ACTIVE WASTE SOLUTIONS LLCPublic Notes:32.47418.34385.87408111 PP 2025 3/17/2026 60,586 65,683 5,0973.250.00 3.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL385.87 421.59 35.722025002011CARLINI CPA PLLCPublic Notes:53.85387.46333.61408111 PP 2022 3/17/2026 39,972 46,425 6,45321.540.00 21.54ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL333.61 409.00 75.392025002011CARLINI CPA PLLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated317 Union CountyCorrection Listing ReportPage 12 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal181.93467.04285.11408816 PP 2025 3/30/2026 59,546 97,543 37,99736.3928.51 64.90ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL313.62 531.94 218.322025002063COUICK, TAMMY& COUICK, BENJAMIN DOUGLAPublic Notes:230.47666.15435.68408816 PP 2024 3/30/2026 68,267 104,379 36,11269.1443.57 112.71ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL479.25 778.86 299.612025002063COUICK, TAMMY& COUICK, BENJAMIN DOUGLAPublic Notes:152.03617.18465.15408816 PP 2023 3/30/2026 74,081 98,292 24,21160.8146.52 107.33ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL511.67 724.51 212.842025002063COUICK, TAMMY& COUICK, BENJAMIN DOUGLAPublic Notes:181.10659.94478.84408816 PP 2022 3/30/2026 76,261 105,103 28,84290.5547.88 138.43ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL526.72 798.37 271.652025002063COUICK, TAMMY& COUICK, BENJAMIN DOUGLAPublic Notes:150.53607.46456.93408816 PP 2021 3/30/2026 74,081 98,485 24,40490.3145.69 136.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL502.62 743.46 240.842025002063COUICK, TAMMY& COUICK, BENJAMIN DOUGLAPublic Notes:876.231,201.43325.20408922 PP 2025 3/26/2026 50,000 184,721 134,72187.6232.52 120.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL357.72 1,321.57 963.852025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated318 Union CountyCorrection Listing ReportPage 13 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal1,328.501,741.75413.25408922 PP 2024 3/26/2026 50,000 210,738 160,738265.7041.33 307.03ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL454.58 2,048.78 1,594.202025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:1,466.841,877.24410.40408922 PP 2023 3/26/2026 50,000 228,708 178,708440.0541.04 481.09ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL451.44 2,358.33 1,906.892025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:1,493.031,903.43410.40408922 PP 2022 3/26/2026 50,000 231,899 181,899597.2141.04 638.25ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL451.44 2,541.68 2,090.242025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:103.18513.28410.10408922 PP 2021 3/26/2026 50,000 62,580 12,58051.5941.01 92.60ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL451.11 605.88 154.772025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:154.61639.96485.35408922 PP 2020 3/26/2026 50,000 65,928 15,92892.7748.54 141.31ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL533.89 781.27 247.382025002053INDIAN TRAIL LAUNDROMAT LLPublic Notes:1,084.9713,789.8412,704.87409475 PP 2025 3/26/2026 2,602,391 2,824,629 222,238216.990.00 216.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL12,704.87 14,006.83 1,301.962025002051E I DU PONT DE NEMOURS & CPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated319 Union CountyCorrection Listing ReportPage 14 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal26,534.32547,447.42520,913.10410314 PP 2025 3/13/2026 59,587,406 62,622,674 3,035,2681,348.110.00 1,348.11ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL520,913.10 548,795.53 27,882.432025001985GOULSTON TECHNOLOGIES INCPublic Notes:14,613.91704,920.82690,306.91410314 PP 2024 3/13/2026 63,301,872 64,641,983 1,340,1112,922.780.00 2,922.78ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL690,306.91 707,843.60 17,536.692025001985GOULSTON TECHNOLOGIES INCPublic Notes:505.25762.76257.51410748 PP 2025 3/12/2026 50,882 150,713 99,831101.0525.75 126.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL283.26 889.56 606.302025001977MYERS WRECKER SERVICE INCPublic Notes:749.241,113.28364.04410748 PP 2024 3/12/2026 54,052 165,297 111,245224.770.00 224.77ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL364.04 1,338.05 974.012025001977MYERS WRECKER SERVICE INCPublic Notes:649.761,022.21372.45410748 PP 2023 3/12/2026 56,862 156,063 99,201259.8937.25 297.14ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL409.70 1,319.35 909.652025001977MYERS WRECKER SERVICE INCPublic Notes:715.88901.00185.12410748 PP 2022 3/12/2026 28,262 137,557 109,295357.9418.51 376.45ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL203.63 1,277.45 1,073.822025001977MYERS WRECKER SERVICE INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated320 Union CountyCorrection Listing ReportPage 15 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal529.51718.86189.35410748 PP 2021 3/12/2026 28,939 109,867 80,928317.7118.94 336.65ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL208.29 1,055.51 847.222025001977MYERS WRECKER SERVICE INCPublic Notes:8.127,165.357,157.23412548 PP 2025 3/27/2026 1,486,135 1,487,822 1,6871.620.00 1.62ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL7,157.23 7,166.97 9.742025002061MONROE MOORE FARM LLCPublic Notes:62.94275.68212.74413399 PP 2025 3/26/2026 43,576 56,469 12,89312.590.00 12.59ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL212.74 288.27 75.532025002050PLYLER FARMS LLCPublic Notes:99.32405.85306.53413399 PP 2024 3/26/2026 46,748 61,895 15,14729.8230.65 60.47ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL337.18 466.32 129.142025002050PLYLER FARMS LLCPublic Notes:112.20430.20318.00413399 PP 2023 3/26/2026 48,968 66,245 17,27744.880.00 44.88ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL318.00 475.08 157.082025002050PLYLER FARMS LLCPublic Notes:194.79445.29250.50413399 PP 2022 3/26/2026 38,574 68,570 29,99697.4025.05 122.45ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL275.55 567.74 292.192025002050PLYLER FARMS LLCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated321 Union CountyCorrection Listing ReportPage 16 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal316.41513.15196.74413399 PP 2021 3/26/2026 30,287 78,994 48,707189.8519.67 209.52ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL216.41 722.67 506.262025002050PLYLER FARMS LLCPublic Notes:121.62524.88403.26413930 PP 2024 3/20/2026 59,680 77,680 18,00024.4740.33 64.80ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL443.59 589.68 146.092025002023RICHEY, RODNEY KEITHPublic Notes:120.49540.98420.49413930 PP 2023 3/20/2026 62,816 80,816 18,00036.1842.05 78.23ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL462.54 619.21 156.672025002023RICHEY, RODNEY KEITHPublic Notes:120.49563.15442.66413930 PP 2022 3/20/2026 66,128 84,128 18,00048.2644.27 92.53ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL486.93 655.68 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Notes:1,108.603,694.532,585.93414764 PP 2025 3/19/2026 515,947 737,137 221,1900.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,585.93 3,694.53 1,108.602025002018STEGALL, MICHAEL LYNNPublic Notes:1,571.394,622.053,050.66414764 PP 2024 3/19/2026 461,103 698,617 237,5140.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL3,050.66 4,622.05 1,571.392025002018STEGALL, MICHAEL LYNNPublic Notes:1,649.164,213.012,563.85414764 PP 2023 3/19/2026 391,368 643,109 251,7410.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,563.85 4,213.01 1,649.162025002018STEGALL, MICHAEL LYNNPublic Notes:1,538.273,659.552,121.28414764 PP 2022 3/19/2026 323,810 558,625 234,8150.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,121.28 3,659.55 1,538.272025002018STEGALL, MICHAEL LYNNPublic Notes:1,021.883,161.532,139.65414764 PP 2021 3/19/2026 327,966 484,600 156,6340.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL2,139.65 3,161.53 1,021.882025002018STEGALL, MICHAEL LYNNPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated323 Union CountyCorrection Listing ReportPage 18 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal321.151,281.17960.02414909 PP 2025 3/13/2026 188,905 252,100 63,19532.1296.00 128.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL1,056.02 1,409.29 353.272025001988SUPERIOR PLUMBING AND DRAIPublic Notes:375.67655.16279.49414909 PP 2022 3/13/2026 44,913 105,280 60,367150.270.00 150.27ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL279.49 805.43 525.942025001987SUPERIOR PLUMBING AND DRAIPublic Notes:176.28394.76218.48414909 PP 2021 3/13/2026 35,154 63,517 28,36388.1421.85 109.99ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL240.33 504.75 264.422025001987SUPERIOR PLUMBING AND DRAIPublic Notes:57.66356.61298.95414909 PP 2020 3/13/2026 38,131 45,486 7,35534.6029.90 64.50ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL328.85 421.11 92.262025001987SUPERIOR PLUMBING AND DRAIPublic Notes:63.84319.19255.35600202 PP 2025 3/30/2026 38,146 47,683 9,53712.7625.54 38.30ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL280.89 357.49 76.602025002064CHELLY INCORPORATEDPublic Notes:100.39501.93401.54600202 PP 2024 3/30/2026 46,827 58,534 11,70730.120.00 30.12ValueLLTaxINT0.000.00 0.000.00TMA AUDITDISCOVERYTax TTL401.54 532.05 130.512025002064CHELLY INCORPORATEDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated324 Union CountyCorrection Listing ReportPage 19 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal110.53552.64442.11600202 PP 2023 3/30/2026 53,798 67,248 13,45044.210.00 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311.532025002054SILAS, RAIFORD NEAL JRPublic Notes:401.00401.000.00669866 PP 2025 3/13/2026 0 52,065 52,06540.100.00 40.10ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 441.10 441.102025001986K3D INCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated327 Union CountyCorrection Listing ReportPage 22 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal533.82533.820.00669866 PP 2024 3/13/2026 0 52,065 52,065106.760.00 106.76ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 640.58 640.582025001986K3D INCPublic Notes:528.41528.410.00669866 PP 2023 3/13/2026 0 52,065 52,065158.520.00 158.52ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 686.93 686.932025001986K3D INCPublic Notes:528.41528.410.00669866 PP 2022 3/13/2026 0 52,065 52,065211.360.00 211.36ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 739.77 739.772025001986K3D INCPublic Notes:527.57527.570.00669866 PP 2021 3/13/2026 0 52,065 52,065263.790.00 263.79ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 791.36 791.362025001986K3D INCPublic Notes:13.9413.940.00672408 PP 2025 3/23/2026 0 2,155 2,1550.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL0.00 13.94 13.942025002031RIPPLE FIBER, INC.Public Notes:115.37115.370.00674280 PP 2025 3/2/2026 0 23,092 23,0920.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 115.37 115.372025001961Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated328 Union CountyCorrection Listing ReportPage 23 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal461.01461.010.00674281 PP 2025 3/30/2026 0 92,275 92,2750.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 461.01 461.012025002066CABALLERO, AMBERLY BROOK& CABALLERO, MARCPublic Notes:20.7420.740.00674282 PP 2025 3/23/2026 0 2,135 2,1350.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 20.74 20.742025002025HERNANDEZ-CRUZ, STEFFANYPublic Notes:9.639.630.00674283 PP 2025 3/23/2026 0 992 9920.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 9.63 9.632025002024HERNANDEZ PEREDO, SEBASTIAPublic Notes:15.6915.690.00674284 PP 2025 3/24/2026 0 3,140 3,1400.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 15.69 15.692025002036ROGERS, SAMUEL MAURERPublic Notes:258.58258.580.00674285 PP 2025 3/30/2026 0 39,550 39,5500.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 258.58 258.582025002065OLIVAN AGUILAR, ERIK AURELPublic Notes:603.15603.150.00674290 PP 2025 3/30/2026 0 120,727 120,7270.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 603.15 603.152025002067CABALLERO, MARCPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated329 Union CountyCorrection Listing ReportPage 24 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - DiscoveryCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal109.85109.850.00674294 PP 2025 3/18/2026 0 21,510 21,5100.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 109.85 109.852025002016ELECTRIC TAN II LLC& DULIN, CAROLE DUNCANPublic Notes:60.9560.950.00675010 PP 2025 3/24/2026 0 12,200 12,2006.100.00 6.10ValueLLTaxINT0.000.00 0.000.00UNLISTED REALOR PERSONALPROPERTYTax TTL0.00 67.05 67.052025002039PATEL, NATASHA& NTEGRITY VENTURES LLCPublic Notes:52.7252.720.00675043 PP 2025 3/23/2026 0 10,553 10,5530.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 52.72 52.722025002027SPRAGUE, MARY ELIZABETHPublic Notes:71.8771.870.00675046 PP 2025 3/23/2026 0 10,992 10,9920.000.00 0.00ValueLLTaxINT0.000.00 0.000.00GAP BILL Tax TTL0.00 71.87 71.872025002028GRAVES, BEATRICE DORETHA& ELAM, DANTE MALIKPublic Notes:Tax 1,455,950.65 1,553,604.68 97,654.03Totals for Type Value Change - Discovery : ValueLL 18,215.98 36,529.23 18,313.25151,677,516 163,098,518 11,421,002Tax TTL 1,474,166.63 1,590,133.91 115,967.28 0.00INT 0.00 0.00 0.00JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated330 Union CountyCorrection Listing ReportPage 25 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(434.24)244.64678.8802167010 RE 2025 3/9/2026 134,139 48,339 (85,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.00434.24IMPROVEMENTREMOVED FROMPROPERTYTax TTL678.88 244.64 (434.24)2025001966GILLESPIE, LEON EPublic Notes:(391.30)115.67506.9702167010 RE 2024 3/9/2026 75,274 17,174 (58,100)0.000.00 0.00ValueLLTaxINT0.000.00 0.00391.30IMPROVEMENTREMOVED FROMPROPERTYTax TTL506.97 115.67 (391.30)2025001966GILLESPIE, LEON EPublic Notes:(26.27)7.7934.06342126 PP 2025 3/16/2026 7,389 1,691 (5,698)(2.63)3.41 0.78ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL37.47 8.57 (28.90)2025001989HELMS, ANTHONY LPublic Notes:(4.82)0.004.82363307 PP 2025 3/18/2026 1,000 0 (1,000)(0.48)0.48 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL5.30 0.00 (5.30)2025002014MCMORRIS, CONSTANCEPublic Notes:0.0016,587.3416,587.34407302 PP 2024 3/16/2026 2,462,857 2,462,857 0(1,463.69)1,463.69 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL18,051.03 16,587.34 (1,463.69)2025002001AUSTIN GRADING & FARM SERVPublic Notes:0.0014,663.1714,663.17407302 PP 2023 3/16/2026 2,238,652 2,238,652 0(622.52)622.52 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL15,285.69 14,663.17 (622.52)2025002001AUSTIN GRADING & FARM SERVPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated331 Union CountyCorrection Listing ReportPage 26 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal0.0011,825.2511,825.25407302 PP 2021 3/16/2026 1,807,313 1,807,313 0(170.29)170.29 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL11,995.54 11,825.25 (170.29)2025002001AUSTIN GRADING & FARM SERVPublic Notes:0.0015,631.9815,631.98407302 PP 2020 3/16/2026 1,923,699 1,923,699 0(12.03)12.03 0.00ValueLLTaxINT0.000.00 0.000.00LATE LISTPENALTY CHANGETax TTL15,644.01 15,631.98 (12.03)2025002001AUSTIN GRADING & FARM SERVPublic Notes:(334.70)0.00334.70408213 PP 2025 3/24/2026 50,000 0 (50,000)(33.47)33.47 0.00ValueLLTaxINT0.000.00 0.000.00CHANGE TOIMPROVEMENT ORLISTINGTax TTL368.17 0.00 (368.17)2025002041THOMPSON, RONPublic Notes:(1,846.27)0.001,846.27409615 PP 2025 3/26/2026 282,390 0 (282,390)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL1,846.27 0.00 (1,846.27)2025002049ELITE CLEANERS INCPublic Notes:(72.94)0.0072.94411084 PP 2025 3/13/2026 14,430 0 (14,430)(7.29)7.29 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL80.23 0.00 (80.23)2025001983IWASH POWER CLEANING INCPublic Notes:(367.17)0.00367.17411770 PP 2025 3/13/2026 47,672 0 (47,672)(36.72)36.72 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL403.89 0.00 (403.89)2025001984LEO'S KITCHENPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated332 Union CountyCorrection Listing ReportPage 27 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(488.78)0.00488.78411770 PP 2024 3/13/2026 47,672 0 (47,672)(48.88)48.88 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL537.66 0.00 (537.66)2025001984LEO'S KITCHENPublic Notes:(63.08)0.0063.08412549 PP 2025 3/9/2026 7,216 0 (7,216)(6.31)6.31 0.00ValueLLTaxINT0.000.00 0.000.00BUSINESS CLOSEDTax TTL69.39 0.00 (69.39)2025001973MONROE MORTUARY SERVICE LLPublic Notes:(1,226.43)64.331,290.76415264 PP 2025 3/16/2026 258,358 12,876 (245,482)(122.64)129.08 6.44ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL1,419.84 70.77 (1,349.07)2025001996THOMAS GRADING CO INCPublic Notes:(4.61)0.004.61581432 PP 2025 3/16/2026 1,000 0 (1,000)(0.46)0.46 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL5.07 0.00 (5.07)2025001999BLACKWELDER, ANDREW MICHAEPublic Notes:(45.43)12.3657.79599189 PP 2025 3/16/2026 12,085 2,585 (9,500)(4.55)5.78 1.23ValueLLTaxINT0.000.00 0.000.00CLERICAL ERRORTax TTL63.57 13.59 (49.98)2025001997SANCHEZ, JOSE LUISPublic Notes:(39.47)0.0039.47606369 PP 2025 3/18/2026 6,069 0 (6,069)(3.95)3.95 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL43.42 0.00 (43.42)2025002013FORBES, MICHAEL GEORGEPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated333 Union CountyCorrection Listing ReportPage 28 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(146.99)0.00146.99620676 PP 2025 3/23/2026 19,085 0 (19,085)(14.70)14.70 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL161.69 0.00 (161.69)2025002032CB TRANSPORT CORPPublic Notes:(19.42)0.0019.42621376 PP 2025 3/23/2026 4,073 0 (4,073)(1.94)1.94 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL21.36 0.00 (21.36)2025002033SPICEWOOD TRANSPORT LLCPublic Notes:(27.40)86.29113.69621376 PP 2024 3/23/2026 17,787 13,500 (4,287)(2.74)11.37 8.63ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL125.06 94.92 (30.14)2025002033SPICEWOOD TRANSPORT LLCPublic Notes:(50.70)0.0050.70621926 PP 2025 3/27/2026 10,588 0 (10,588)(5.07)5.07 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL55.77 0.00 (55.77)2025002059CROFFUT, RICHARD LAWRENCEPublic Notes:(99.66)0.0099.66625669 PP 2025 3/12/2026 15,243 0 (15,243)(9.97)9.97 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL109.63 0.00 (109.63)2025001981NEUBAUER, KYLE PATRICKPublic Notes:(23.91)109.84133.75630508 PP 2025 3/16/2026 27,969 22,969 (5,000)(2.40)13.38 10.98ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL147.13 120.82 (26.31)2025001998RUNSER, WILLIAM DONALD JR.Public Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated334 Union CountyCorrection Listing ReportPage 29 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(42.95)1,498.901,541.85631317 PP 2025 3/23/2026 303,394 294,942 (8,452)(4.29)154.19 149.90ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL1,696.04 1,648.80 (47.24)2025002034KELLEY ENTERPRISE LLCPublic Notes:(21.49)0.0021.49645029 PP 2025 3/13/2026 4,287 0 (4,287)(2.15)2.15 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL23.64 0.00 (23.64)2025001982DERRICK STRAWN INC& STRAWN, DERRICK GORDONPublic Notes:(21.20)0.0021.20645822 PP 2025 3/9/2026 4,070 0 (4,070)(2.12)2.12 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL23.32 0.00 (23.32)2025001971KLEINFELDER, JAMES HOWARDPublic Notes:(115.35)0.00115.35661978 PP 2024 3/25/2026 11,250 0 (11,250)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL115.35 0.00 (115.35)2025002048BLANDING, JORDAN NOELPublic Notes:(64.38)0.0064.38662724 PP 2024 3/19/2026 9,630 0 (9,630)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL64.38 0.00 (64.38)2025002017ORNDORFF, TERRA LYNNPublic Notes:(51.20)7.0658.26663350 PP 2024 3/9/2026 5,748 697 (5,051)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL58.26 7.06 (51.20)2025001974PARNELL, BRENDA LOUISE HEIPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated335 Union CountyCorrection Listing ReportPage 30 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(724.31)0.00724.31663760 PP 2024 3/17/2026 84,468 0 (84,468)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL724.31 0.00 (724.31)2025002005WEST, CHIDIEBERE OBIAGERI& WEST, RONNIEPublic Notes:(244.46)0.00244.46665766 PP 2024 3/24/2026 22,417 0 (22,417)0.000.00 0.00ValueLLTaxINT0.000.00 0.00135.44TAXPAYER MOVEDTax TTL244.46 0.00 (244.46)2025002042PEEDIN, CHRISTOPHER RYAN& PEEDIN, LEIGH-ANN CANTEPublic Notes:(672.56)0.00672.56665881 PP 2024 3/25/2026 81,375 0 (81,375)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL672.56 0.00 (672.56)2025002046THANGAVEL SAKTHIVEL, ANANDPublic Notes:(466.19)0.00466.19666633 PP 2024 3/18/2026 42,750 0 (42,750)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL466.19 0.00 (466.19)2025002015DANIEL, DERRICK LLEWELLYNPublic Notes:(111.80)9.07120.87666914 PP 2024 3/24/2026 14,133 1,060 (13,073)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00SOLD PP ASSETTax TTL120.87 9.07 (111.80)2025002040LAURENT, MICHAEL JOSEPHPublic Notes:(166.66)366.67533.33666970 PP 2024 3/27/2026 48,907 33,624 (15,283)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL533.33 366.67 (166.66)2025002058DESINA, LATAVIA ALEXANDRAPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated336 Union CountyCorrection Listing ReportPage 31 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(425.30)0.00425.30667351 PP 2024 3/25/2026 39,000 0 (39,000)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL425.30 0.00 (425.30)2025002047ALLEN, JILL ANDREAPublic Notes:(217.47)34.52251.99667832 PP 2024 3/12/2026 30,113 4,125 (25,988)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL251.99 34.52 (217.47)2025001979CHE, ERIC KUMPublic Notes:(310.57)0.00310.57670218 PP 2025 3/16/2026 63,292 0 (63,292)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL310.57 0.00 (310.57)2025002000CREUZBERGER, VICTORIA NUSHPublic Notes:(224.38)0.00224.38670372 PP 2025 3/17/2026 46,065 0 (46,065)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL224.38 0.00 (224.38)2025002010HUMM, MARY JANEPublic Notes:(227.97)0.00227.97670430 PP 2025 3/12/2026 49,067 0 (49,067)0.000.00 0.00ValueLLTaxINT0.000.00 0.00227.97TAXPAYER MOVEDTax TTL227.97 0.00 (227.97)2025001980KONSTANTINIDIS, FRANCINE APublic Notes:(227.97)0.00227.97670430 PP 2025 3/26/2026 49,067 0 (49,067)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL227.97 0.00 (227.97)2025002052KONSTANTINIDIS, FRANCINE APublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated337 Union CountyCorrection Listing ReportPage 32 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(591.51)0.00591.51670435 PP 2025 3/16/2026 76,800 0 (76,800)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL591.51 0.00 (591.51)2025001993WILLIAMS, MOLLIE SUEPublic Notes:(492.38)0.00492.38670769 PP 2025 3/17/2026 105,980 0 (105,980)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL492.38 0.00 (492.38)2025002003KONSTANTINIDIS, KOSTIS GPublic Notes:(596.75)0.00596.75672252 PP 2025 3/17/2026 77,480 0 (77,480)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL596.75 0.00 (596.75)2025002008BARRETT, SEAN PATRICKPublic Notes:(18.84)0.0018.84672408 PP 2025 3/23/2026 2,155 0 (2,155)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAX CODECHANGETax TTL18.84 0.00 (18.84)2025002029RIPPLE FIBER, INC.Public Notes:(203.29)0.00203.29672618 PP 2025 3/16/2026 31,093 0 (31,093)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00DUPLICATEASSESSMENTTax TTL203.29 0.00 (203.29)2025001990MCCLENDON, BOSSIE JRPublic Notes:(312.80)0.00312.80672823 PP 2025 3/9/2026 40,613 0 (40,613)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL312.80 0.00 (312.80)2025001972MILAZZO, CARMELOPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated338 Union CountyCorrection Listing ReportPage 33 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(236.54)0.00236.54673029 PP 2025 3/27/2026 50,912 0 (50,912)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL236.54 0.00 (236.54)2025002056WILL, CHRISTOPHER JULIUSPublic Notes:(189.65)0.00189.65673030 PP 2025 3/27/2026 40,820 0 (40,820)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL189.65 0.00 (189.65)2025002060WILL, CHRISTOPHER JULIUSPublic Notes:(171.99)0.00171.99673692 PP 2025 3/17/2026 37,018 0 (37,018)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL171.99 0.00 (171.99)2025002009MALSEED, RACHEL LAURENPublic Notes:(88.78)0.0088.78673763 PP 2025 3/9/2026 18,488 0 (18,488)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL88.78 0.00 (88.78)2025001970LARDIE, DEAN ALLENPublic Notes:(136.13)0.00136.13674033 PP 2025 3/9/2026 28,348 0 (28,348)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL136.13 0.00 (136.13)2025001969LARDIE, DEAN ALLENPublic Notes:(89.29)0.0089.29674137 PP 2025 3/16/2026 11,593 0 (11,593)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL89.29 0.00 (89.29)2025001991BLAMY, JENNIFER PENFIELDPublic Notes:JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated339 Union CountyCorrection Listing ReportPage 34 of 342026/04/01 09:05:16 AMDate Posted between 3/1/2026 and 3/31/2026Correction Type : Value Change - ReleaseCorrection Property Key Source Year NameDatePostedCorrection ReasonRefundAmountCorrectedCorrectedDiffOriginal(769.78)0.00769.78674159 PP 2025 3/16/2026 99,946 0 (99,946)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL769.78 0.00 (769.78)2025001995RAMANI, SOWMYAPublic Notes:(414.85)0.00414.85674321 PP 2025 3/17/2026 86,140 0 (86,140)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL414.85 0.00 (414.85)2025002007AYERS, CHARLES WARRENPublic Notes:(1,067.50)0.001,067.50674823 PP 2025 3/16/2026 138,600 0 (138,600)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL1,067.50 0.00 (1,067.50)2025001994RECTOR, STEVE MICHAELPublic Notes:(40.07)0.0040.07674939 PP 2025 3/16/2026 7,693 0 (7,693)0.000.00 0.00ValueLLTaxINT0.000.00 0.000.00TAXPAYER MOVEDTax TTL40.07 0.00 (40.07)2025001992MAIOLI DUARTE, DANIELPublic Notes:Tax 76,734.83 61,264.88 (15,469.95)Totals for Type Value Change - Release : ValueLL 2,759.25 177.96 (2,581.29)11,234,672 8,886,103 (2,348,569)Tax TTL 79,494.08 61,442.84 (18,051.24) 1,188.95INT 0.00 0.00 0.00Grand Totals :YearRefund Amount960.98Tax 1,565,480.11 1,665,791.84 100,311.73Value 180,738,661168,607,74115,731.96LL 20,975.23 36,707.1912,130,920Tax TTL 1,586,455.34 1,704,905.84 118,450.501,188.95INT 0.00 2,406.81 2,406.81JMCMANUSCopyright (C) 1997-2026 DEVNET Incorporated340 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-181 Agenda Date:4/20/2026 TITLE:..title Resolution Authorizing Limited Rounding of Cash Payments Due to Penny Discontinuations, with Exception of Property Tax Collections INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Adopt Resolution Authorizing Limited Rounding of Cash Payments due to Penny Discontinuation, with Exception for Property Tax Collections. PRIOR BOARD ACTIONS: None. BACKGROUND: Local governments in North Carolina are beginning to encounter some challenges in collecting cash payments as pennies become harder to obtain. The United States Mint has stopped producing new pennies, and many of the pennies already in circulation are not returning through banks. As fewer coins circulate, banks are increasingly unable to meet penny requests in change orders. Citizens/customers who do not already have pennies may also have difficulty locating them. As a result, both citizens/customers and local governments are starting to find themselves unable to make exact cash transactions for small-cent amounts. Union County has started to experience challenges particularly in our Parks and Recreation fees and sales as well as in our Solid Waste collections at the Landfill where citizens are paying in coins and currency. Federal law, at 31 U.S.C. § 5103, states that United States coins and currency are “legal tender for all debts, public charges, taxes, and dues.” Most payments to local government fall into one or more of these categories; utility bills, permit fees, fines, service charges, contractual invoices, special assessments, system development fees, and taxes are typically fixed obligations set by law, ordinance, or contract. This suggests that local governments may be required to accept coins and currency as payment for these obligations. The fact that the Mint has stopped making pennies does not change the legal status of pennies as currency. The anticipated discontinuation or reduced circulation of the one-cent coin (“penny”) may create administrative burdens and inefficiencies in processing cash transactions that require exact change for Union County revenue collections. The resolution attached will provide authorization and guidance for revenue collections only when citizens have opted out of all other payment methods offered and when exact pennies are unavailable due to the penny discontinuation or supply Union County, NC Printed on 4/6/2026Page 1 of 2 powered by Legistar™341 File #:26-181 Agenda Date:4/20/2026 limitations. The resolution authorizes rounding down to the nearest five-cent ($0.05) increments. Rounding procedures will consist of the following for cash payments. ·If the payor presents the exact amount owed in cash,including pennies,departments will accept the payment. ·If the payor does not have the exact amount in cash,the department will offer alternative payment methods such as check,debit or credit card,or ACH draft when applicable to current department’s payment methods. ·If the payor still prefers to pay in cash after being offered these alternatives,the unit will apply the unit’s rounding procedure to determine the amount of cash to be collected as outlined in Section 2 of this Resolution. ·The payor’s account will always be credited with the exact amount owed,regardless of any rounding that occurs in the cash exchange and departments will report any rounding down of cash collections as shortages on their daily revenue reporting. This Resolution shall not apply to the collection of: ·Ad valorem property taxes; ·Registered motor vehicle taxes; ·Special assessments collected as property taxes; or ·Any related interest, penalties, advertising costs, or collection remedies imposed pursuant to Chapter 105 of the North Carolina General Statutes. ·Any other tax required collection of the exact amount due by applicable law. All such obligations shall be collected in the exact amount due as required by law, including but not limited to G.S. 105-350, G.S. 105-357, and G.S. 105-360. FINANCIAL IMPACT: Minimum impact on daily cash revenues for departments. Union County, NC Printed on 4/6/2026Page 2 of 2 powered by Legistar™342 RESOLUTION AUTHORIZING LIMITED ROUNDING OF CASH PAYMENTS DUE TO PENNY DISCONTINUATION, WITH EXCEPTION FOR PROPERTY TAX COLLECTIONS WHEREAS, pursuant to G.S. 153A-12, the Board of Commissioners (the “Board”) is authorized to adopt resolutions and establish policies for the government and general administration of the county; and WHEREAS, pursuant to G.S. 153A-4, a county may exercise the powers conferred upon it by law, with such powers to be construed to include any powers that are reasonably expedient to the exercise of such powers; and WHEREAS, pursuant to the Local Government Budget and Fiscal Control Act, the Finance Officer is responsible for the receipt and deposit of all monies accruing to the county and for maintaining proper fiscal control; and WHEREAS, the Board establishes and collects various fees, permits, licenses, and service charges pursuant to Chapter 153A and other provisions of the North Carolina General Statutes and applicable law; and WHEREAS, the potential future discontinuation or reduced circulation of the one-cent coin (“penny”) may create administrative burdens and inefficiencies in processing cash transactions that require exact change; and WHEREAS, the Board finds it to be administratively efficient and in the public interest to authorize a uniform rounding practice for certain cash payments when exact pennies are unavailable; and WHEREAS, the collection of ad valorem property taxes is governed by Subchapter II of Chapter 105 of the North Carolina General Statutes; NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners of Union County, North Carolina, as follows: Section 1. Authority. This Resolution is adopted pursuant to the Board’s authority under G.S. 153A-12, G.S. 153A-4, and the Local Government Budget and Fiscal Control Act. Section 2. Limited Authorization of Rounding for Cash Payments. (a) For payments made in cash only, and only when exact pennies are unavailable due to penny discontinuation or supply limitations, as determined at the time of transaction by the individual department’s cash handler, the Finance Officer and authorized county collection personnel are hereby authorized to round down the amount collected to the nearest five-cent increment ($0.05) from the amount due as a physical cash handling procedure. 343 (b) This authorization applies solely to fees, permits, licenses, service charges, and all other non- tax revenues imposed or authorized by the Board of Commissioners. (c) No rounding adjustment shall be applied to payments made by check, money order, electronic funds transfer, credit card, debit card, or other non-cash payment methods. (d) For purposes of the amounts subject to this Section 2, the rounded cash amount accepted pursuant to this Resolution shall be deemed to be credited as the full billed amount. Section 3. Prohibition on Rounding Up. Under no circumstances shall county staff round up the amount due. Any rounding adjustment shall operate solely in favor of the payor in accordance with the procedures set forth in this Resolution. Section 4. Exception for Property Tax and Certain Related Collections. This Resolution shall not apply to the collection of: • Ad valorem property taxes; • Registered motor vehicle taxes; • Special assessments collected as property taxes; • Any related interest, penalties, advertising costs, or collection remedies imposed pursuant to Chapter 105 of the North Carolina General Statutes; or • Any other tax required collection of the exact amount due by applicable law. All such obligations shall be collected in the exact amount due as required by applicable law. Section 5. Administrative Procedures. Pursuant to G.S. 159-25, the Finance Officer is hereby authorized to establish written internal procedures necessary to implement this Resolution, including documentation requirements, point- of-sale configuration adjustments, daily reconciliation standards, and audit tracking measures consistent with generally accepted accounting principles and the Local Government Budget and Fiscal Control Act. Rounding procedures will consist of the following for cash payments, when rounding is in effect for cash payments as set forth in Section 2 of this Resolution: • If the payor presents the exact amount owed in cash, including pennies, departments will accept the payment. • If the payor does not have the exact amount in cash, the department will offer alternative payment methods such as check, debit or credit card, or ACH draft when applicable to current department’s payment methods. 344 • If the payor still prefers to pay in cash after being offered these alternatives, the unit will apply the unit’s rounding procedure to determine the amount of cash to be collected as outlined in Section 2 of this Resolution. • The payor’s account will always be credited with the exact amount owed, regardless of any rounding that occurs in the cash exchange and departments will report any rounding down of cash collections as shortages on their daily revenue reporting. Section 6. Effective Date. This Resolution shall become effective upon adoption. Adopted this 20th day of April , 2026. Chair, Board of Commissioners ______________________________ Brian W Helms ATTEST: Clerk to the Board ______________________________ Lynn G. West Union County, North Carolina 345 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-226 Agenda Date:4/20/2026 TITLE:..title Contract - Auditing Services INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Authorize 1) the County Manager to negotiate an agreement substantially consistent with this agenda item; 2) the Chair to the Board to execute an agreement substantially consistent with this agenda item; 3) the County Manager to exercise any renewal or extension term options set forth in the Agreement and terminate the Agreement if deemed in the best interest of the County, in the County Manager’s discretion. PRIOR BOARD ACTIONS: 1) April 18, 2022, Regular Meeting, Agenda Item #22-212 - Approved FY22 Financial Audit Contract 2) May 5, 2023, Regular Meeting, Agenda Item #23-236 - Approved FY23 Financial Audit Contract 3) April 1, 2024, Regular Meeting, Agenda Item #24-209 - Approved FY24 Financial Audit Contract 4) March 17, 2025, Regular Meeting, Agenda Item #25-136 - Approved FY24 Financial Audit Contract BACKGROUND: Through Request for Proposals #2022-039 Auditing Services, Cherry Bekaert, LLP was awarded the financial audit contract to provide auditing services for Union County. As required by the North Carolina Local Government Commission (LGC), the auditing contract must be awarded on an annual basis with approval from the Board of Commissioners. This request is to award a contract to Cherry Bekaert, LLP to perform the financial audit of Union County's accounting records for FY 2026. The Finance Department has utilized the contractual services of Cherry Bekaert, LLP for auditing services since April 2022. The firm has been effective and efficient in meeting our service needs, and we are requesting to continue this service for the fiscal year 2026 financial audit. FINANCIAL IMPACT: The anticipated annual cost for this service is $154,000 and is budgeted accordingly for FY2026. Union County, NC Printed on 4/10/2026Page 1 of 1 powered by Legistar™346 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 The of and and for Primary Government Unit, together with DPCU (if applicable), hereinafter referred to as Governmental Unit(s) Auditor Name Auditor Address Hereinafter referred to as Auditor hereby agree as follows: Must be within six months of FYE The Auditor shall audit all statements and disclosures required by “U.S. Auditing Standards – AICPA (Clarified),” referred to as generally accepted auditing standards (GAAS) and additional required legal statements and disclosures of all funds and/or divisions of the Governmental Unit(s). The non-major combining, and individual fund statements and schedules shall be subjected to the auditing procedures applied in the audit of the basic financial statements and an opinion shall be rendered in relation to (as applicable) the governmental activities, the business-type activities, the aggregate DPCUs, each major governmental and enterprise fund, and the aggregate remaining fund information (non-major government and enterprise funds, the internal service fund type, and the fiduciary fund types). Budgetary comparison information shall be prepared in accordance with applicable GASB standards. Budget-to-actual comparisons at the level of the legally adopted budget ordinance shall be presented as required supplementary information and shall not be included in the basic financial statements. Any other budgetary comparison information shall be presented only as supplementary information for funds required to be budgeted under NCGS Chapter 159, Article 3. At a minimum, the Auditor shall conduct the audit and render the report in accordance with GAAS. If the Governmental Unit expended $100,000 or more in combined Federal and State financial assistance during the reporting period, the Auditor shall perform the audit in accordance with Generally Accepted Government Auditing Standards (GAGAS). The Governmental Unit is subject to federal single audit requirements in accordance with Title 2 US Code of Federal Regulations Part 200 Uniform Administration Requirements, Cost Principles, and Audit Requirements for Federal Awards, Subpart F (Uniform Guidance) and the State Single Audit Implementation Act. Currently the threshold is $1,000,000 for federal and state single audits, or such other threshold as applicable for the fiscal year under audit. This audit and all associated audit documentation may be subject to review by federal and State agencies in accordance with federal and State laws, including the staff of the Office of State Auditor (OSA) and the Local Government Commission (LGC). If the audit requires a federal single audit in accordance with the Uniform Guidance (§200.501) the Auditor and Governmental Unit(s) should discuss, in advance of the execution of this contract, the responsibility for submission of the audit and the accompanying data collection form (form SF-FAC) to the Federal Audit Clearinghouse as required under the Uniform Guidance (§200.512) to ensure proper submission. If the audit and Auditor communication are found in this review to be substandard, the results of the review may be forwarded to the North Carolina State Board of CPA Examiners (NC State Board). Page 1 Governing Board Primary Government Unit Discretely Presented Component Unit (DPCU) (if applicable) Fiscal Year Ending Date Audit Will Be Submitted to LGC 347 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 3.If an entity is determined to be a component of another government as defined by the group audit standards, the entity’s auditor shall make a good faith effort to comply in a timely manner with the requests of the group auditor in accordance with AU-6 §600.41 - §600.42. 4.This contract contemplates an unmodified opinion being rendered. If during the process of conducting the audit, the Auditor determines that it will not be possible to render an unmodified opinion on the financial statements of the unit, the Auditor shall contact the LGC Staff to discuss the circumstances leading to that conclusion as soon as is practical and before the final report is issued. The audit shall include such tests of the accounting records and such other auditing procedures as are considered by the Auditor to be necessary in the circumstances. Any limitations or restrictions in scope which would lead to a qualification should be fully explained in an attachment to this contract. 5.If this audit engagement is subject to the standards for audit as defined in Government Auditing Standards (2018 revision or subsequent revisions, as applicable) issued by the Comptroller General of the United States, then by accepting this engagement, the Auditor warrants that he or she has met the requirements for a peer review and continuing education as specified in Government Auditing Standards. The Auditor agrees to provide a copy of the most recent peer review report to the Governmental Unit(s) and to the Secretary of the LGC prior to the execution of an audit contract. Subsequent submissions of the report are required only upon report expiration or upon the Auditor’s receipt of an updated peer review report. If the audit firm receives a peer review rating other than pass, the Auditor shall not contract with the Governmental Unit(s) without first contacting the Secretary of the LGC for a peer review analysis that may result in additional contractual requirements. If the audit engagement is not subject to Government Auditing Standards or if financial statements are not prepared in accordance with U.S. generally accepted accounting principles (GAAP) and fail to include all disclosures required by GAAP, the Auditor shall provide an explanation as to why in an attachment to this contract or in an amendment. 6.It is agreed that time is of the essence in this contract. All audits are to be performed, and the report of audit submitted to LGC Staff, within six months of fiscal year end. At the time of the execution of this contract, if the parties know that the anticipated submission date of the audit exceeds six months after fiscal year end, a written explanation shall be provided to the Secretary of the LGC on this contract form (see the space provided on Page 7). If it becomes necessary to amend the audit fee or the date that the audit report will be submitted to the LGC, an amended contract along with a written explanation of the change shall be submitted to the Secretary of the LGC for approval. 7.It is agreed that GAAS include a review of the Governmental Unit’s (Units’) systems of internal control and accounting as they relate to accountability of funds and adherence to budget and law requirements applicable thereto; that the Auditor shall make a written report, which may or may not be a part of the written report of audit, to the Governing Board setting forth the Auditor's findings, together with his or her recommendations for improvement. That written report shall include all matters determined to be “significant deficiencies and material weaknesses” in accordance with AU-C §265 “Communicating Internal Control Related Matters Identified in an Audit” of GAAS. The Auditor shall file a copy of that report with the Secretary of the LGC. For GAAS or Government Auditing Standards audits, if an Auditor issues an AU-C §260 report, “Auditor's Communication With Those Charged With Governance,” commonly referred to as a “Governance Letter,” LGC staff does not require the report to be submitted unless the Auditor cites significant findings or issues from the audit, as defined in AU-C §260 paragraphs 12 - 14. This would include issues such as difficulties encountered during the audit, significant or unusual transactions, uncorrected misstatements, matters that are difficult or contentious for which the Auditor consulted outside the engagement team and, in the Auditor’s judgment, are significant and relevant to those charged with governance, and other findings or issues that the Auditor believes are significant and relevant. If matters identified during the audit were required to be reported as described in AU-C §260 paragraphs 12 - 14 and were communicated in a method other than an AU-C §260 letter, the written documentation must be submitted. Page 2 Page 2 348 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 8.All local government and public authority contracts for audit or audit-related work require the approval of the Secretary of the LGC. This includes annual or special audits, agreed upon procedures related to internal controls, bookkeeping or other assistance necessary to prepare the Governmental Unit's records for audit, financial statement preparation, any finance-related investigations, or any other audit- related work in the State of North Carolina. Approval is also required for the Alternative Compliance Examination Engagement for auditing the Coronavirus State and Local Fiscal Recovery Funds expenditures as allowed by US Treasury. Approval is not required on audit contracts and invoices for system improvements and similar services of a non-auditing nature. 9.Invoices for services rendered under these contracts shall not be paid by the Governmental Unit(s) until the invoice has been approved by the Secretary of the LGC. This also includes any progress billings [G.S. 159-34 and 115C-447]. All invoices for audit work shall be submitted in PDF format to the Secretary of the LGC for approval. The invoice marked 'approved' with approval date shall be returned to the Auditor to present to the Governmental Unit(s) for payment. This paragraph is not applicable to contracts for audits of hospitals. 10.In consideration of the satisfactory performance of the provisions of this contract, the Governmental Unit(s) shall pay to the Auditor, upon approval by the Secretary of the LGC if required, the fee, which includes any costs the Auditor may incur from work paper or peer reviews or any other quality assurance program required by third parties (federal and state grantor and oversight agencies or other organizations) as required under the Federal Single Audit Act and the State Single Audit Act. This does not include fees for any pre-issuance reviews that may be required by the North Carolina Association of Certified Public Accountants (NCACPA) Peer Review Committee or North Carolina State Board of CPA Examiners (see Paragraph 13). 11.If the Governmental Unit(s) has/have outstanding revenue bonds, the Auditor shall submit to LGC Staff, either in the notes to the audited financial statements or as a separate report, a calculation demonstrating compliance with the revenue bond rate covenant. Additionally, the Auditor shall submit to LGC Staff simultaneously with the Governmental Unit’s (Units’) audited financial statements any other bond compliance statements or additional reports required by the authorizing bond documents, unless otherwise specified in the bond documents. 12.After completing the audit, the Auditor shall submit to the Governing Board a written report of audit. This report shall include, but not be limited to, the following information: (a) Management’s Discussion and Analysis, (b)the financial statements and notes of the Governmental Unit(s) and all of its component units prepared in accordance with GAAP, (c) supplementary information requested by the Governmental Unit(s) or required for full disclosure under the law, and (d) the Auditor’s opinion on the material presented. The Auditor shall furnish the required number of copies of the report of audit to the Governing Board upon completion. 13.If the audit firm is required by the Secretary of the Local Government Commission to obtain a pre- issuance review or take corrective action as a result of peer review findings or quality control deficiencies, such corrective action shall be consistent with the authority and requirements of the North Carolina State Board of Certified Public Accountant Examiners, the AICPA Peer Review Program, and established Local Government Commission practice, including the use of report addenda or other remedial measures, as appropriate. Page 3 349 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 14. In accordance with G.S. 159-34, the Finance Officer of the Unit is responsible for filing the audited financial statements with the Secretary of the Local Government Commission. The Auditor may upload the audit report and related documents through the LGC’s electronic submission system; however, submission shall not be deemed complete until the Finance Officer has reviewed and certified the submission. The Auditor, Finance Officer, other Unit staff member designated by the Finance Officer, or a third party approved by the Unit may enter all Data Input Report information except the information on the “transmittal doc info” tab. The “transmittal doc info” tab must be completed by the Auditor. The Finance Officer shall review, approve, and certify the accuracy and completeness of the Data Input Report (DIR) in the LGC’s LOGOS system prior to LGC review, regardless of whether the DIR is prepared by the Auditor or the Unit. Finance Officer certification is required for any corrected or revised submissions. Finance Officer certification of the DIR shall be completed in a timely manner following notification that the DIR is ready for review and within time frames prescribed by the LGC. Failure to complete certification in a timely manner may result in the audit being considered late due to unit action rather than auditor performance The Auditor shall conduct the audit in accordance with generally accepted auditing standards and shall ensure that the financial statements are prepared in accordance with generally accepted accounting principles as of the fiscal year end. Budget-to-actual comparisons at the level of the legally adopted budget ordinance shall be presented in required supplementary information, separate from the basic financial statements, and shall not be included in the audit opinion. The Auditor shall confirm that such information reconciles to the financial statements and is consistent with applicable accounting guidance and any LGC reporting requirements. The Finance Officer shall certify in a timely manner that all data inputted in LOGOS used for preparation of the financial statements and required supplementary information is complete and accurate. For audits of units other than hospitals, the audit report should be submitted when (or prior to) submitting the final invoice for services rendered. The report of audit, as filed with the Secretary of the LGC, becomes a matter of public record for inspection, review and copy in the offices of the LGC by any interested parties. Any subsequent revisions to these reports shall be sent to the Secretary of the LGC. These audited financial statements, excluding the Auditors’ opinion, may be used in the preparation of official statements for debt offerings by municipal bond rating services to fulfill secondary market disclosure requirements of the Securities and Exchange Commission and for other lawful purposes of the Governmental Unit(s) without requiring consent of the Auditor. If the LGC Staff determines that corrections need to be made to the Governmental Unit’s (Units’) financial statements and/or the compliance section, those corrections shall be provided within three business days of notification unless another deadline is agreed to by LGC Staff. Page 4 350 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 Page 5 15.Should circumstances disclosed by the audit call for a more detailed investigation by the Auditor than necessary under ordinary circumstances, the Auditor shall inform the Governing Board in writing of the need for such additional investigation and the additional compensation required therefore. Upon approval by the Secretary of the LGC, this contract may be modified or amended to include the increased time, compensation, or both as may be agreed upon by the Governing Board and the Auditor. 16.If an approved contract needs to be modified or amended for any reason, the change shall be made in writing and preaudited if the change includes a change in audit fee (preaudit requirement does not apply to hospitals). This amended contract shall be completed in full, including a written explanation of the change, signed and dated by all original parties to the contract. It shall then be submitted to the Secretary of the LGC for approval. No change to the audit contract shall be effective unless approved by the Secretary of the LGC. 17.A copy of the engagement letter, issued by the Auditor and signed by both the Auditor and the Governmental Unit(s), shall be attached to this contract, and except for fees, work, and terms not related to audit services, shall be incorporated by reference as if fully set forth herein as part of this contract. In case of conflict between the terms of the engagement letter and the terms of this contract, the terms of this contract shall take precedence. Engagement letter terms that conflict with the contract are deemed to be void unless the conflicting terms of this contract are specifically deleted in Paragraph 30 of this contract. Engagement letters containing indemnification clauses shall not be accepted by LGC Staff. 18.Special provisions should be limited. Please list any special provisions in an attachment. 19.A separate contract should not be made for each division to be audited or report to be submitted. If a DPCU is subject to the audit requirements detailed in The Local Government Budget and Fiscal Control Act and a separate audit report is issued, a separate audit contract is required. If a separate report is not to be issued and the DPCU is included in the primary government audit, the DPCU shall be named along with the primary government on this audit contract. DPCU Board approval date, signatures from the DPCU Board chairman and Finance Officer also shall be included on this contract. 20.The contract shall be executed, preaudited (preaudit requirement does not apply to hospitals) and physically signed by all parties including Governmental Unit(s) and the Auditor, then submitted in PDF format to the Secretary of the LGC. 21.The contract is not valid until it is approved by the Secretary of the LGC. The staff of the LGC shall notify the Governmental Unit and Auditor of contract approval by email. The audit should not be started before the contract is approved. 22.Retention of Client Records: Auditors are subject to the NC State Board of CPA Examiners’ Retention of Client Records Rule 21 NCAC 08N .0305 as it relates to the provision of audit and other attest services, as well as non-attest services. Clients and former clients should be familiar with the requirements of this rule prior to requesting the return of records. 351 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 Page 6 23. This contract may be terminated at any time by mutual consent and agreement of the Governmental Unit(s) and the Auditor, provided that (a) the consent to terminate is in writing and signed by both parties, (b) the parties have agreed on the fee amount which shall be paid to the Auditor (if applicable), and (c) no termination shall be effective until approved in writing by the Secretary of the LGC. 24.The Governmental Unit’s (Units’) failure or forbearance to enforce, or waiver of, any right or an event of breach or default on one occasion or instance shall not constitute the waiver of such right, breach or default on any subsequent occasion or instance. 25.There are no other agreements between the parties hereto and no other agreements relative hereto that shall be enforceable unless entered into in accordance with the procedure set out herein and approved by the Secretary of the LGC. 26.E-Verify. The Auditor shall comply with the requirements of NCGS Chapter 64 Article 2. Further, if the Auditor utilizes any subcontractor(s), Auditor shall require such subcontractor(s) to comply with the requirements of NCGS Chapter 64, Article 2. 27.For all non-attest services, the Auditor shall adhere to the independence rules of the AICPA Professional Code of Conduct and Government Auditing Standards, 2018 or 2024 Revision (as applicable). Preparing financial statements in their entirety shall be deemed a “significant threat” requiring the Auditor to apply safeguards sufficient to reduce the threat to an acceptable level. If the Auditor cannot reduce the threats to an acceptable level, the Auditor cannot complete the audit. If the Auditor is able to reduce the threats to an acceptable level, the documentation of this determination, including the safeguards applied, must be included in the audit workpapers. All non-attest service(s) being performed by the Auditor that are necessary to perform the audit must be identified and included in this contract. The Governmental Unit shall designate an individual with the suitable skills, knowledge, and/or experience (SKE) necessary to oversee the services and accept responsibility for the results of the services performed. If the Auditor is able to identify an individual with the appropriate SKE, the Auditor must document and include in the audit workpapers how the Auditor reached that conclusion. If the Auditor determines that an individual with the appropriate SKE cannot be identified, the Auditor cannot perform both the non-attest service(s) and the audit. See "Fees for Audit Services" page of this contract to disclose the person identified as having the appropriate SKE for the Governmental Unit. 28.Applicable to audits with fiscal year ends of June 30, 2021 and later. The Auditor shall present the audited financial statements including any compliance reports to the Government Unit’s Governing Board or audit committee in an official meeting in open session as soon as the audited financial statements are available but not later than 45 days after the submission of the audit report to the Secretary of the LGC. The Auditor’s presentation to the Governing Board or audit committee shall include: a)the description of each finding, including all material weaknesses and significant deficiencies, as found by the Auditor, and any other issues related to the internal controls or fiscal health of the Government Unit as disclosed in the management letter, the Single Audit or Yellow Book reports, or any other communications from the Auditor regarding internal controls as required by current auditing standards; b)the status of the prior year audit findings; c)the values of Financial Performance Indicators based on information presented in the audited financial statements; and d)notification to the Governing Board that the Governing Board shall develop a “Response to the Auditor’s Findings, Recommendations, and Fiscal Matters,” if required under Rule 20 NCAC 03 .0508. 352 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form A Rev. 02/2026 29.Information based on the audited financial statements shall be submitted to the Secretary of the LGC through the LGC’s LOGOS system, including completion of the Data Input Report (DIR). Submission is not complete and shall not be accepted by the LGC until the Finance Officer has reviewed and certified the DIR in accordance with Paragraph 14 of this contract. 30.All of the above paragraphs are understood and shall apply to this contract, except the following numbered paragraphs shall be deleted (See Paragraph 17 for clarification). 31.The process for submitting contracts, audit reports and invoices is subject to change. Auditors and Units should use the submission process and instructions in effect at the time of submission. Refer to the N.C. Department of State Treasurer website at https://www.nctreasurer.com/state-and-local- government-finance-division/local-government-commission/submitting-your-audit. 32.All communications regarding audit contract requests for modification or official approvals will be sent to the email addresses provided on the signature pages that follow. 33.Applicable to audits with fiscal year ends of June 30, 2025, and later. The Unit authorizes the LGC to grant access to the LGC’s LOGOS system, including the Data Input Report (DIR), to employees of the contracted audit firm who are associated with and acting on behalf of the firm for purposes of performing audit and reporting services under this contract. Such access shall be limited to the scope necessary to perform contracted services and shall not relieve the Auditor or the Unit of their respective responsibilities under this contract. 34.Changes or edits to the text of this contract form are not permitted, except for the Secretary’s authority to revise or update this contract form pursuant to LGC Rule 20 NCAC 03. 0502. Page 7 For contracts with an anticipated audit submission date exceeding six months after fiscal year end, please use this space to explain the reason for the late submission, as required by Paragraph 6 of this contract form: 353 CONTRACT TO AUDIT ACCOUNTS LGC-205 Form B Rev. 02/2026 FEES FOR AUDIT SERVICES 1.For all non-attest services, the Auditor shall adhere to the independence rules of the AICPA Professional Code of Conduct (as applicable) and Government Auditing Standards,2018 Revision. Refer to Paragraph 27 of this contract for specific requirements. The following information must be provided by the Auditor; contracts presented to the LGC without this information will be not be approved. Financial statements were prepared by: Auditor Governmental Unit Third Party If applicable: The individual at the Governmental Unit designated to have the suitable skills, knowledge, and/or experience (SKE) necessary to oversee the non-attest services and accept responsibility for the results of these services: Name: Title and Unit / Company: Email Address: 2.Fees may not be included in this contract for work performed on Annual Financial Information Reports (AFIRs), Form 990s, or other services not associated with audit fees and costs. Such fees may be included in the engagement letter but may not be included in this contract or in any invoices requiring approval of the LGC. See Paragraphs 8 and 13 for details on other allowable and excluded fees. 3.The audit fee information included in the table below for both the Primary Government Fees and the DPCU Fees (if applicable) should be reported as a specific dollar amount of audit fees for the year under this contract. If any language other than an amount is included here, the contract will be returned to the audit firm for correction. 4.Prior to the submission of the completed audited financial report and applicable compliance reports subject to this contract, or to an amendment to this contract (if required) the Auditor may submit interim invoices for approval for services rendered under this contract to the Secretary of the LGC, not to exceed 75% of the billings for the Unit's last annual audit that was submitted to the Secretary of the LGC. All invoices for services rendered in an audit engagement as defined in Rule 20 NCAC .0503 shall be submitted to the Secretary of the LGC for approval before any payment is made. Payment before approval is a violation of law. (This paragraph not applicable to contracts and invoices associated with audits of hospitals). Primary Government Unit Audit Fee (financial and compliance if applicable) $ Fee per Major Program (if not included above)$ Financial Statement Preparation (incl. notes and RSI)$ All Other Non-Attest Services $ Discretely Presented Component Unit Audit Fee (financial and compliance if applicable) $ Additional Fees Not Included Above (if applicable): Fee per Major Program (if not included above)$ Financial Statement Preparation (incl. notes and RSI) $ All Other Non-Attest Services $ Page 8 OR Not Applicable (Identification of SKE Individual on the LGC-205 Contract is not applicable for GAAS-only audits or audits with FYEs prior to June 30, 2020.) TOTAL AMOUNT NOT TO EXCEED $ Additional Fees Not Included Above (if applicable): TOTAL AMOUNT NOT TO EXCEED $ 354 LGC-205 Form B CONTRACT TO AUDIT ACCOUNTS Rev. 02/2026 Page 9 SIGNATURE PAGE AUDIT FIRM Audit Firm* Authorized Firm Representative (typed or printed)* Signature* Date* Email Address* GOVERNMENTAL UNIT Governmental Unit* Date Governing Board Approved Audit Contract* (Enter date in box to right) Mayor/Chairperson (typed or printed)* Signature* Date Email Address* Chair of Audit Committee (typed or printed, or “NA”) Signature Date Email Address GOVERNMENTAL UNIT – PREAUDIT CERTIFICATE Required by G.S. 159-28(a1) or G.S. 115C-441(a1). Not applicable to hospital contracts. This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act or by The School Budget and Fiscal Control Act. Primary Governmental Unit Finance Officer* (typed or printed) Signature* Date of Preaudit Certificate* Email Address* Sum Obligated by This Transaction:$ 355 LGC-205 Form B CONTRACT TO AUDIT ACCOUNTS Rev. 02/2026 Page 10 SIGNATURE PAGE – DPCU (complete only if applicable) DISCRETELY PRESENTED COMPONENT UNIT DPCU* Date DPCU Governing Board Approved Audit Contract* (Enter date in box to right) DPCU Chairperson (typed or printed)*Signature* Date* Email Address* Chair of Audit Committee (typed or printed, or “NA”) Signature Date Email Address DPCU – PREAUDIT CERTIFICATE Required by G.S. 159-28(a1) or G.S. 115C-441(a1). Not applicable to hospital contracts. This instrument has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act or by The School Budget and Fiscal Control Act. DPCU Finance Officer (typed or printed)* Signature* Date of Preaudit Certificate* Email Address* Remember to print this form, and obtain all required signatures prior to submission. Sum Obligated by this Transaction: $ 356 cbh.com April 8, 2026 VIA EMAIL: melissa.merrell@unioncountync.gov The Board of County Commissioners Union County 500 N. Main St. Monroe, North Carolina 28112 Dear Members of the Board: This engagement letter between Union County (hereafter referred to as the "County" or "you" or "your" or "management") and Cherry Bekaert LLP (the "Firm" or "Cherry Bekaert" or "we" or "us" or "our") sets forth the nature and scope of the services we will provide, the County's required involvement and assistance in support of our services, the related fee arrangements, and other Terms and Conditions, which are attached hereto and incorporated by reference, designed to facilitate the performance of our professional services and to achieve the mutually agreed-upon objectives of the County. Summary of services We will provide the following services to the County as of and for the year ended June 30, 2026: Audit and attestation services 1. We will audit the basic financial statements of the County as of and for the year ended June 30, 2026 (the "financial statements") including the governmental activities, the business type activities, each major fund and the aggregate remaining fund information, including the disclosures. 2. We will audit the schedule of expenditures of federal and state awards. As part of our engagement we will apply certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. 3. We will read the introductory section and statistical section accompanying the basic financial statements and consider whether a material inconsistency exists between the other information and the basic financial statements. In addition, we will remain alert for indications that a material inconsistency exists between the other information and knowledge obtained in the audit, or if such information contains a material misstatement of fact or is otherwise misleading. 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. 4. We will audit the combining and individual statements and schedules. As part of our engagement, we will apply certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. 5. We will apply limited procedures to the management's discussion and analysis ("MD&A") and Other Postemployment Benefits, the Local Governmental Employees' Retirement System and the Law Enforcement Officers' Special Separation Allowance information, which will consist of inquiries of County's management about the methods of preparing the information and comparing 357 Union County April 8, 2026 Page 2 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. Nonattest accounting and other services We will provide the following additional services: 1. Complete the appropriate sections of and sign the Data Collection Form. 2. Assistance with preparation of the Data Input Report in the North Carolina Local Government System ("LOGOS") Audit Module. Your expectations As part of our planning process, we have discussed with you your expectations of Cherry Bekaert, changes that occurred during the year, your views on risks facing you, any relationship issues with Cherry Bekaert, and specific engagement arrangements and timing.Our services plan, which includes our audit plan, is designed to provide a foundation for an effective, efficient, and quality-focused approach to accomplish the engagement objectives and meet or exceed the County's expectations. Our services plan will be reviewed with you periodically and will serve as a benchmark against which you will be able to measure our performance. Any additional services that you may request, and that we agree to provide, will be the subject of separate written arrangements. The County recognizes that our professional standards require that we be independent from the County in our audit of the County's basic financial statements and our accompanying reports in order to ensure that our objectivity and professional skepticism have not been compromised. As a result, we cannot enter into a fiduciary relationship with the County and the County should not expect that we will act only with due regard to the County's interest in the performance of this audit, and the County should not impose on us special confidence that we will conduct this audit with only the County's interest in mind. Because of our obligation to be independent of the County, no fiduciary relationship will be created by this engagement or audit of the County's basic financial statements. The engagement will be led by Daniel Gougherty, who will be responsible for assuring the overall quality, value, and timeliness of the services provided to you. Audit and attestation services Our audit will be conducted in accordance with auditing standards generally accepted in the United States of America; and the standards for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; the provisions of Title 2 U.S. Code of Federal Regulations ("CFR") Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards ("Uniform Guidance"); the Single Audit Act Amendments of 1996; and the State Single Audit Implementation Act. The objective of our audit is to obtain reasonable assurance about whether the County's basic financial statements as a whole are free from material misstatement, whether due to fraud or error, and issue an auditor's report that includes our opinion(s) about whether the County's basic financial statements are presented fairly, in all material respects, in conformity with U.S. generally accepted accounting principles and to report on the fairness of the additional information referred to in the Summary of Services section when considered in relation to the basic financial statements taken as a whole. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. Misstatements, including omissions, can arise from fraud or error and are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment of a reasonable user made based on the basic financial 358 Union County April 8, 2026 Page 3 statements in conformity with the basis of accounting noted above. The objective also includes reporting on: •Internal control over financial reporting and compliance with the provisions of applicable laws, regulations, contracts, and grant agreements, noncompliance with which could have a material effect on the basic financial statements in accordance with Government Auditing Standards •Internal control over compliance related to major programs and an opinion (or disclaimer of opinion) on compliance with laws, regulations and the provisions of contracts or grant agreements that could have a direct and material effect on each major program in accordance with the Single Audit Act Amendments of 1996 and the Uniform Guidance and the State Single Audit Implementation Act. Auditor's responsibilities for the audit of the basic financial statements We will conduct our audit in accordance with GAAS and the standards for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States and will include tests of accounting records, a determination of major programs in accordance with Uniform Guidance and the State Single Audit Implementation Act, and other procedures as deemed necessary to enable us to express such opinions about whether the basic financial statements are fairly presented, in all material respects, in conformity with accounting principles generally accepted in the United States of America ("GAAP"). We will also: •Exercise professional judgment and maintain professional skepticism throughout the audit. •Obtain an understanding of the County and its environment, including internal control relevant to the audit, sufficient to identify and assess the risks of material misstatement of the basic financial statements, whether due to error or fraud, and to design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion(s). The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentation, or the override of internal control. •Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management. We will also evaluate the overall presentation of the basic financial statements, including the disclosures, and whether the basic financial statements represent the underlying transactions and events in a manner that achieves fair presentation. •Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstance, but not for the purpose of expressing an opinion on the effectiveness of the County's internal control. However, we will communicate to you in writing concerning any significant deficiencies or material weaknesses in internal control relevant to the audit of the basic financial statements that we have identified during the audit. •Conclude, based on the audit evidence obtained, whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the County's ability to continue as a going concern for a reasonable period of time. Nonattest accounting and other services In connection with any of the audit, accounting, or other services noted below, we will provide a copy of all schedules or other support for you to maintain as part of your books and records supporting your basic financial statements. You agree to take responsibility for all documents provided by Cherry Bekaert and 359 Union County April 8, 2026 Page 4 will retain copies based on your needs and document retention policies. By providing these documents to you, you confirm that Cherry Bekaert is not responsible for hosting your records or maintaining custody of your records or data and that Cherry Bekaert is not providing business continuity or disaster recovery services. You confirm you are responsible for maintaining internal controls over your books and records including business continuity and disaster recovery alternatives. In addition, any documents provided to Cherry Bekaert by the County in connection with these services will be considered to be copies and will not be retained by Cherry Bekaert after completion of the accounting and other services. You are expected to retain anything you upload to a Cherry Bekaert portal and are responsible for downloading and retaining anything we upload in a timely manner. Portals are only meant as a method of transferring data, are not intended for the storage of client information, and may be deleted at any time. You are expected to maintain control over your accounting systems to include the licensing of applications and the hosting of said applications and data. We do not provide electronic security or back-up services for any of your data or records. Giving us access to your accounting system does not make us hosts of information contained within. The accounting and other services described in this section are nonaudit services, which do not constitute audit services under Government Auditing Standards, and such services will not be conducted in accordance with Government Auditing Standards. We will perform the services in accordance with applicable professional standards. We, in our sole professional judgment, reserve the right to refuse to perform any procedure or take any action that could be construed as assuming County's management responsibilities. In conjunction with providing these accounting and other services, we may use third party software or templates created by Cherry Bekaert for use on third party software. Management expressly agrees that the County has obtained no rights to use such software or templates and that Cherry Bekaert's use of the County's data in those applications is not deemed to be hosting, maintaining custody, providing business continuity, or disaster recovery services. Data collection form and Data Input Report We will complete the appropriate sections of and sign the Data Collection Form and Data Input Report that summarizes our audit findings. We will provide copies of our reports to the County; however, it is the County's management's responsibility to submit the reporting package (including financial statements, schedule of expenditures of federal awards, summary schedule of prior audit findings, auditors' reports, and corrective action plan) along with the Data Collection Form and Data Input Report to the designated federal audit clearinghouse and LOGOS and, if appropriate, to pass-through entities. The Data Collection Form and the reporting package must be submitted within the earlier of 30 days after receipt of the auditors' reports or nine months after the end of the audit period. County's management responsibilities related to accounting and other services For all nonattest services we perform in connection with the engagement, 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, retain relevant copies supporting your books and records, and accept overall responsibility for the results of the services. Prior to the release of the report, the County's management will need to sign a representation letter acknowledging its responsibility for the results of these services, and acknowledging receipt of all appropriate copies. 360 Union County April 8, 2026 Page 5 County's management responsibilities related to the audit The County's management is responsible for (1) designing, implementing, and maintaining internal controls, including internal controls over federal and state awards, and for evaluating and monitoring ongoing activities, relevant to the preparation and fair presentation of basic financial statements that are free from material misstatement, whether due to fraud or error, and to help ensure that appropriate goals and objectives are met; (2) following laws and regulations; (3) ensuring that there is reasonable assurance that government programs are administered in compliance with compliance requirements; and (4) ensuring that the County's management and financial information is reliable and properly reported. The County's management is also responsible for implementing systems designed to achieve compliance with applicable laws, regulations, contracts, and grant agreements. You are also responsible for the selection and application of accounting principles; for the preparation and fair presentation of the basic financial statements, schedule of expenditures of federal and state awards and all accompanying information in conformity with U.S. generally accepted accounting principles; and for compliance with applicable laws and regulations (including federal and state statutes) and the provisions of contracts and grant agreements (including award agreements). Your responsibilities also include identifying significant contractor relationship in which the contractor has responsibility for program compliance and for the accuracy and completeness of that information. The County's management is responsible for making all financial records and related information available to us, including additional information that is requested for purposes of the audit (including information from outside of the general and subsidiary ledgers), and for the accuracy and completeness of that information. You are also responsible for providing us with (1) access to all information of which it is aware that is relevant to the preparation and fair presentation of the basic financial statements, such as records, documentation, identification of all related parties and all related-party relationships and transactions, and other matters, (2) access to personnel, accounts, books, records, supporting documentation, and other information as needed to perform an audit under the Uniform Guidance and the State Single Audit Implementation Act, (3) additional information that we may request for the purpose of the audit and (4) unrestricted access to persons within the County from whom we determine it necessary to obtain audit evidence. Your responsibilities include adjusting the basic financial statements to correct material misstatements and for confirming to us in the written representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the basic financial statements taken as a whole. You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the County involving (1) the County's management, (2) employees who have significant roles in internal control, and (3) others where the fraud could have a material effect on the basic financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the County received in communications from employees, former employees, grantors, regulators, or other. In addition, you are responsible for identifying and ensuring that the County complies with applicable laws, regulations contracts, agreements, and grants and for taking timely and appropriate steps to remedy fraud and noncompliance with provisions of laws, regulations, contracts, or grant agreements that we report. Additionally, as required by the Uniform Guidance and the State Single Audit Implementation Act, it is the County's management's responsibility to evaluate and monitor noncompliance with federal and state statutes, regulations, and the terms and conditions of federal and state awards; take prompt action when instances of noncompliance are identified including noncompliance identified in audit findings; promptly follow up and take corrective action on reported audit findings; and prepare a summary schedule of prior audit findings and a separate corrective action plan. 361 Union County April 8, 2026 Page 6 The County's management is responsible for identifying all federal and state awards received and understanding and complying with the compliance requirements and for the preparation of the schedule of expenditures of federal and state awards (including notes and noncash assistance received, and COVID-19 related concepts, such as lost revenues, if applicable) in conformity with the Uniform Guidance and the State Single Audit Implementation Act. You agree to include our report on the schedule of expenditures of federal and state awards in any document that contains and indicates that we have reported on the schedule of expenditures of federal and state awards. You also agree to include the audited basic financial statements with any presentation of the schedule of expenditures of federal and state awards that includes our report thereon or make the audited basic financial statements readily available to intended users of the schedule of expenditures of federal and state awards no later than the date the schedule of expenditures of federal and state awards is issued with our report thereon. Your responsibilities include acknowledging to us in the written representation letter that (1) you are responsible for presentation of the schedule of expenditures of federal and state awards in accordance with the Uniform Guidance and the State Single Audit Implementation Act, (2) you believe the schedule of expenditures of federal and state awards, including its form and content, is stated fairly in accordance with the Uniform Guidance and the State Single Audit Implementation Act, (3) the methods of measurement or presentation have not changed from those used in the prior period or, if they have changed, the reasons for such changes), and (4) the County has disclosed to us any significant assumptions or interpretations underlying the measurement or presentation of the schedule of expenditures of federal and state awards. You are responsible for the preparation of the supplementary information, which we have been engaged to report on, in conformity with U.S. generally accepted accounting principles. You agree to include our report on the supplementary information in any document that contains and indicates that we have reported on the supplementary information. You also agree to include the audited financial statements with any presentation of the scheduled of expenditures of federal and state awards that includes our report thereon. Your responsibilities include acknowledging to us in the written representation letter that (1) you are responsible for presentation of the supplementary information in accordance with GAAP, (2) you believe the supplementary information, including its form and content, is fairly presented in accordance with GAAP, (3) the methods of measurement or presentation have not changed from those used in the prior period (or, if they have changed, the reasons for such changes), and (4) you have disclosed to us any significant assumptions or interpretations underlying the measurement or presentation of the supplementary information. The County's management is responsible for establishing and maintaining a process for tracking the status of audit findings and recommendations. The County's management is also responsible for identifying and providing report copies of previous financial audits, attestation engagements, performance audits or other studies related to the objectives discussed in the Audit and attestation services section of this letter. This responsibility includes relaying to us corrective actions taken to address significant findings and recommendations resulting from those audits, attestation engagements, performance audits, or other studies. You are also responsible for providing County's management views on our current findings, conclusions, and recommendations, as well as your planned corrective actions, for the report, and for the timing and format for providing that information. Reporting Our report will be addressed to Board of County Commissioners of the County. Circumstances may arise in which our report may differ from its expected form and content based on the result of our audit. Depending on the nature of these circumstances, it may be necessary for us to modify our opinion or add emphasis-of-matter or other-matter paragraphs to our auditor's report, or if necessary, withdraw from this engagement. If our opinion is other than unmodified, we will discuss the reasons with you in advance. If, 362 Union County April 8, 2026 Page 7 for any reason, we are unable to complete the audit or are unable to form or have not formed an opinion, we may decline to express opinions or issue reports, or may withdraw from this engagement. We will also issue written reports upon completion of our Single Audit. The Government Auditing Standards report on internal control over financial reporting and on compliance and other matters will include a paragraph that states that (1) the purpose of the report is solely to describe the scope of testing of internal control and compliance and the result of that testing, and not to provide an opinion on the effectiveness of the County's internal control or on compliance, and (2) the report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. The Uniform Guidance and the State Single Audit Implementation Act report on internal control over compliance will include a paragraph that states that the purpose of the report on internal control over compliance is solely to describe the scope of testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance and the State Single Audit Implementation Act. Both reports will state that the report is not suitable for any other purpose. Management Representations The Firm will rely on the County's management providing the above noted representations to us, both in the planning and performance of the audit, and in considering any increase in the fees as provided in the Contract. Fees The estimated fees contemplate only the services described in the Summary of Services section of this letter. You may request that we perform additional services not addressed in this engagement letter. If this occurs, we will communicate with you concerning the scope of the additional services and the estimated fees which will be at our standard billing rates noted in the table below. We also may issue a separate engagement letter covering the additional services. In the absence of any other written communication from us documenting such additional services, our services will continue to be governed by the terms of this engagement letter. Standard bill rates Skill Level Bill Rate Partner $610 Director $535 Senior Manager $520 Manager $395 Senior Accountant $340 Staff Accountant $250 The following summarizes the estimated fees for the services described above: 363 Union County April 8, 2026 Page 8 Description of services Estimated fee Audit services Audit of the financial statements and compliance reports $134,000 (Additional $5,000 per Major Program over five (5) programs) Nonattest services Completion of Data Collection Form Included above Total $134,000 The fees will be billed periodically. Invoices are due on presentation. A service charge will be added to past due accounts equal to 1.5% per month (18% annually) on the previous month's balance less payments received during the month, with a minimum charge of $2.00 per month. If the foregoing is in accordance with your understanding, please sign a copy of this letter in the space provided and return it to us. No change, modification, addition, or amendment to this letter shall be valid unless in writing and signed by all parties. The parties agree that this letter may be electronically signed and that the electronic signatures will be deemed to have the same force and effect as handwritten signatures. The parties agree that the Attached "Attachment 2" is incorporated herein by reference. If you have any questions, please email Daniel Gougherty at dgougherty@cbh.com. Sincerely, CHERRY BEKAERT LLP Union County ACCEPTED BY: TITLE:DATE: 364 Attachment - Page 1 Cherry Bekaert LLP Engagement Letter Terms and Conditions cbh.com The following terms and conditions are an integral part of the attached engagement letter and should be read in their entirety in conjunction with your review of the letter. Limitations of the audit report Should the County wish to include or incorporate by reference the financial statements and our report thereon into any other document at some future date, we will consider granting permission to include our report into another such document at the time of the request. However, we may be required by generally accepted auditing standards ("GAAS") to perform certain procedures before we can give our permission to include our report in another document such as an annual report, private placement, regulator filing, official statement, offering of debt securities, etc. You agree that the County will not include or incorporate by reference the financial statements and our report thereon, or our report into any other document without our prior written permission. In addition, to avoid unnecessary delay or misunderstandings, it is important to provide us with timely notice of your intention to issue any such document. Limitations of the audit process In conducting the audit, we will perform tests of the accounting records and such other procedures as we consider necessary in the circumstances to provide a reasonable basis for our opinion on the financial statements. We also will assess the accounting principles used and significant estimates made by the County's management, as well as evaluate the overall basic financial statement presentation. Our audit will include procedures designed to obtain reasonable assurance of detecting misstatements due to errors or fraud that are material to the financial statements. Absolute assurance is not attainable because of the nature of audit evidence and the characteristics of fraud. For example, audits performed in accordance with GAAS are based on the concept of selective testing of the data being examined and are, therefore, subject to the limitation that material misstatements due to errors or fraud, if they exist, may not be detected. Also, an audit is not designed to detect matters that are immaterial to the financial statements. In addition, an audit conducted in accordance with GAAS does not include procedures specifically designed to detect illegal acts having an indirect effect (e.g., violations of fraud and abuse statutes that result in fines or penalties being imposed on the County) on the financial statements. Similarly, in performing our audit we will be aware of the possibility that illegal acts may have occurred. However, it should be recognized that our audit provides no assurance that illegal acts generally will be detected, and only reasonable assurance that illegal acts having a direct and material effect on the determination of financial statement amounts will be detected. We will inform you with respect to errors and fraud, or illegal acts that come to our attention during the course of our audit unless clearly inconsequential. In the event that we have to consult with the County's counsel or counsel of our choosing regarding any illegal acts we identify, additional fees incurred may be billed to the County. You agree that the County will cooperate fully with any procedures we deem necessary to perform with respect to these matters. We will issue a written report upon completion of our audit of the County's financial statements. If, for any reason, we are unable to complete the audit, or are unable to form, or have not formed an opinion on the financial statements, we may decline to express an opinion or decline to issue a report as a result of the engagement. We will notify the appropriate party within your organization of our decision and discuss the reasons supporting our position. 365 Attachment - Page 2 Audit procedures – general An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve professional judgment about the number of transactions to be examined and the areas to be tested. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by the County's management, as well as evaluating the overall presentation of the financial statements. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributable to the County or to acts by the County's management or employees acting on behalf of the County. Because the determination of waste and abuse is subjective, Government Auditing Standards do not expect auditors to perform specific procedures to detect waste or abuse in financial audits, nor do they expect auditors to provide reasonable assurance of detecting waste and abuse. Because of the inherent limitations of an audit, combined with the inherent limitations of internal control there is an unavoidable risk that some material misstatements may not be detected by us, even though the audit is properly planned and performed in accordance with U.S. generally accepted auditing standards and Government Auditing Standards. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. However, we will inform the appropriate level of the County's management of any material errors, fraudulent financial reporting, or misappropriation of assets that come to our attention. We will also inform the appropriate level of management of any violations of laws or governmental regulations that come to our attention, unless clearly inconsequential. Our responsibility as auditor is limited to the period covered by our audit and does not extend to any later periods for which we are not engaged as auditors. Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, and may include tests of the physical existence of inventories, and direct confirmation of receivables and certain assets and liabilities by correspondence with selected customers, funding sources, creditors and financial institutions. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about your responsibilities for the basic financial statements; schedule of expenditures of federal and state awards; federal and state award programs; compliance with laws, regulations, contracts, and grant agreements; and other responsibilities required by generally accepted auditing standards. Audit procedures – internal controls Our audit will include obtaining an understanding of the County and its environment, including internal controls relevant to the audit, sufficient to identify and assess the risks of material misstatement of the financial statements, whether due to error or fraud, and to design and perform audit procedures responsive to those risks and obtain evidence that is sufficient and appropriate to provide a basis for our opinion(s). The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentation, or the override of internal control. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to preventing and detecting errors and fraud that are material to the basic financial statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the basic financial statements. Our tests, if performed, will be less in scope than would be necessary to render an opinion on internal control, including cybersecurity, and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to Government Auditing Standards. 366 Attachment - Page 3 As required by the Uniform Guidance and the State Single Audit Act, we will perform tests of controls over compliance to evaluate the effectiveness of the design and operation of controls that we consider relevant to preventing or detecting material noncompliance with compliance requirements applicable to each major federal and state award program. However, our tests will be less in scope than would be necessary to render an opinion on those controls and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to the Uniform Guidance and the State Single Audit Act. An audit is not designed to provide assurance on internal control or to identify significant deficiencies or material weaknesses. However, during the audit, we will communicate to the County's management and those charged with governance internal control related matters that are required to be communicated under American Institute of Certified Public Accountants ("AICPA") professional standards, Government Auditing Standards, and the Uniform Guidance and the State Single Audit Implementation Act. Audit procedures - compliance As part of obtaining reasonable assurance about whether the basic financial statements are free of material misstatement, we will perform tests of the County's compliance with provisions of applicable laws and regulations, contracts and agreements, including grant agreements. However, the objective of those procedures will not be to provide an opinion on overall compliance and we will not express such an opinion in our report on compliance issued pursuant to Government Auditing Standards. The Uniform Guidance and the State Single Audit Implementation Act requires that we also plan and perform the audit to obtain reasonable assurance about whether the auditee has complied with federal and state statutes, regulations, and the terms and conditions of federal and state awards applicable to major programs. Our procedures will consist of tests of transactions and other applicable procedures described in the OMB Compliance Supplement for the types of compliance requirements that could have a direct and material effect on each of the County's major programs. For federal and state programs that are included in the Compliance Supplement, our compliance and internal control procedures will relate to the compliance requirements that the Compliance Supplement identifies as being subject to audit. The purpose of these procedures will be to express an opinion on the County's compliance with requirements applicable to each of its major programs in our report on compliance issued pursuant to the Uniform Guidance and the State Single Audit Implementation Act. Nonattest services (if applicable) The Code of Professional Conduct (the "Code") as promulgated by the American Institute of Certified Public Accountants ("AICPA") requires us to establish, in writing, your responsibilities with regards to any nonattest services for which you have engaged us or may engage us in the future. One of your key responsibilities with respect to nonattest services provided by us is to designate an individual or individuals within the organization to oversee such services. It is our understanding that you have an individual or individuals within your organization that possess the requisite skills, knowledge and experience to oversee nonattest services including, but not limited to, financial statement preparation, assistance with the adoption of a new accounting standard, and tax return preparation. You also agree to assume any and all management responsibilities for our nonattest services, evaluate the adequacy and results of such services and to accept responsibility for them. In order to ensure we provide such services in compliance with all professional standards, the designated individual is responsible for: •Making all relevant records and related information available to us •Ensuring that all material information is disclosed to us 367 Attachment - Page 4 •Granting unrestricted access to persons within the entity from whom we determine it necessary to obtain necessary support •Identifying and ensuring that such nonattest services comply with applicable laws and regulations The accuracy and appropriateness of such nonattest services shall be limited by the accuracy and sufficiency of the information provided by the County's designated individual. In the course of providing such nonattest services, we may provide professional advice and guidance based on knowledge of accounting, tax and other compliance, and of the facts and circumstances as provided by the County's designated individual. Such advice and guidance shall be limited as permitted under the AICPA Code of Professional Conduct. Communications At the conclusion of the audit engagement, we may provide the County's management and those charged with governance a letter stating any significant deficiencies or material weaknesses which may have been identified by us during the audit and our recommendations designed to help the County make improvements in its internal control structure and operations related to the identified matters discovered in the financial statement audit. As part of this engagement, we will ensure that certain additional matters are communicated to the appropriate members of the County. Such matters include (1) our responsibilities under GAAS, (2) the initial selection of and changes in significant accounting policies and their application, (3) our independence with respect to the County, (4) the process used by County's management in formulating particularly sensitive accounting estimates and the basis for our conclusion regarding the reasonableness of those estimates, (5) audit adjustments, if any, that could, in our judgment, either individually or in the aggregate be significant to the financial statements or our report, (6) any disagreements with the County's management concerning a financial accounting, reporting, or auditing matter that could be significant to the financial statements, (7) our views about matters that were the subject of the County's management's consultation with other accountants about auditing and accounting matters, (8) major issues that were discussed with the County's management in connection with the retention of our services, including, among other matters, any discussions regarding the application of accounting principles and auditing standards, and (9) serious difficulties that we encountered in dealing with the County's management related to the performance of the audit. Other matters Access to working papers The working papers and related documentation for the engagement are the property of the Firm and constitute confidential information. We have a responsibility to retain the documentation for a period of time to satisfy legal or regulatory requirements for records retention. It is our policy to retain all workpapers and client information for seven years from the date of issuance of the report. It is our policy to retain emails and attachments to emails for a period of 12 months, except as required by any governmental regulation. Except as discussed below, any requests for access to our working papers will be discussed with you prior to making them available to requesting parties. Any parties seeking voluntary access to our working papers must agree to sign our standard access letter. We may be requested to make certain documentation available to regulators, governmental agencies (e.g., SEC, PCAOB, HUD, RD, DOL, etc.), or their representatives ("Regulators") pursuant to law or regulations. If requested, access to the documentation will be provided to the Regulators. The Regulators may intend to distribute to others, including other governmental agencies, our working papers and related documentation without our knowledge or express permission. You hereby acknowledge and authorize us to allow Regulators access to and copies of documentation as requested. In addition, our Firm, as well as all other major accounting firms, participates in a "peer review" program covering our audit and 368 Attachment - Page 5 accounting practices as required by the AICPA. This program requires that once every three years we subject our quality assurance practices to an examination by another accounting firm. As part of the process, the other firm will review a sample of our work. It is possible that the work we perform for the County may be selected by the other firm for their review. If it is, they are bound by professional standards to keep all information confidential. If you object to having the work we do for you reviewed by our peer reviewer, please notify us in writing. Electronic transmittals During the course of our engagement, we may need to electronically transmit confidential information to each other, within the Firm, and to other entities engaged by either party. Although email is an efficient way to communicate, it is not always a secure means of communication and thus, confidentiality may be compromised. As an alternative, we recommend using our Client Portal ("Portal") to transmit documents. Portal allows the County, us, and other involved entities to upload and download documents in a secure location. You agree to the use of email, Portal, and other electronic methods to transmit and receive information, including confidential information, between the Firm, the County, and other third party providers utilized by either party in connection with the engagement. Use of third party providers and alternative practice structure Cherry Bekaert LLP and Cherry Bekaert Advisory LLC (an associated, but not affiliated entity) are parties to an administrative services agreement ("ASA"). Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are operating in an arrangement commonly described as an "alternative practice structure". Pursuant to the ASA, Cherry Bekaert LLP leases professional and administrative staff, both of which are employed by Cherry Bekaert Advisory LLC, to support Cherry Bekaert LLP's performance under this engagement letter. As a result, Cherry Bekaert LLP will share your confidential information with Cherry Bekaert Advisory LLC so that the leased employees are able to support Cherry Bekaert LLP's performance under this engagement letter. These leased employees are under the direct control and supervision of Cherry Bekaert LLP, which is solely responsible for the professional performance of the services under this engagement letter. The leased employees are subject to the standards governing the accounting profession, including the requirement to maintain the confidentiality of client information, and Cherry Bekaert LLP and Cherry Bekaert Advisory LLC have contractual agreements requiring confidential treatment of all client information. To the extent Cherry Bekaert Advisory LLC will provide tax, advisory, and/or consulting services to you, Cherry Bekaert LLP will provide Cherry Bekaert Advisory LLC with access to your accounting, financial, and other records that Cherry Bekaert LLP maintains to enable Cherry Bekaert Advisory LLC to provide those services to you. In addition to the structure noted above, in the normal course of business, we may on occasion use the services of an independent contractor or a temporary or loaned employee, all of whom may be considered a third party service provider. On these occasions, we remain responsible for the adequate oversight of all services performed by the third party service provider and for ensuring that all services are performed with professional competence and due professional care. We will adequately plan and supervise the services provided by the third party service provider; obtain sufficient relevant data to support the work product; and review compliance with technical standards applicable to the professional services rendered. We will enter into a contractual agreement with the third party service provider to maintain the confidentiality of information and be reasonably assured that the third party service provider has appropriate procedures in place to prevent the unauthorized release of confidential information to others. 369 Attachment - Page 6 Subpoenas In the event we are requested or authorized by the County, or required by government regulation, subpoena, or other legal process to produce our working papers or our personnel as witnesses with respect to our engagement for the County, the County will, so long as we are not a party to the proceeding in which the information is sought, reimburse us for our professional time and expense, as well as the fees and expenses of our counsel, incurred in responding to such a request at standard billing rates. Independent contractor Each party is an independent contractor with respect to the other and shall not be construed as having a trustee, joint venture, agency, or fiduciary relationship. No third party beneficiaries The parties do not intend to benefit any third party by entering into this agreement, and nothing contained in this agreement confers any right or benefit upon any person or entity who or which is not a signatory of this agreement. Terms and conditions supporting fees The estimated fees set forth in the attached engagement letter are based on anticipated full cooperation from the County's personnel, timely delivery of requested audit schedules and supporting information, timely communication of all significant accounting and financial reporting matters, the assumption that unexpected circumstances will not be encountered during the audit, as well as working space and clerical assistance as mutually agreed upon and as is normal and reasonable in the circumstances. We strive to ensure that we have the right professionals scheduled on each engagement. As a result, sudden County requested scheduling changes or scheduling changes necessitated by the agreed information not being ready on the agreed-upon dates can result in expensive downtime for our professionals. Any last minute schedule changes that result in downtime for our professionals could result in additional fees. Our estimated fees do not include assistance in bookkeeping or other accounting services not previously described. If, for any reason, the County is unable to provide such schedules, information, and assistance, the Firm and the County will mutually revise the fee to reflect additional services, if any, required of us to achieve these objectives. The estimated fees contemplate that the County will provide adequate documentation of its systems and controls related to significant transaction cycles and audit areas. In providing our services, we will consult with the County with respect to matters of accounting, financial reporting, or other significant business issues as permitted by professional standards. Accordingly, time necessary to affect a reasonable amount of such consultation is reflected in our fees. However, should a matter require research, consultation, or audit work beyond that amount, the Firm and the County will agree to an appropriate revision in our fee. The estimated fees are based on auditing and accounting standards effective as of the date of this engagement letter and known to apply to the County at this time. Unless otherwise indicated, estimated fees do not include any time related to the application of new auditing or accounting standards that impact the County for the first time. If new auditing or accounting standards are issued subsequent to the date of this letter and are effective for the period under audit, we will estimate the impact of any such standard on the nature, timing, and extent of our planned audit procedures and will communicate with the County concerning the scope of the additional procedures and the estimated fees. 370 Attachment - Page 7 The County agrees to pay all costs of collection (including reasonable attorneys' fees) that the Firm may incur in connection with the collection of unpaid invoices. In the event of nonpayment of any invoice rendered by us, we retain the right to (a) suspend the performance of our services, (b) change the payment conditions under this engagement letter, or (c) terminate our services. If we elect to suspend our services, such services will not be resumed until your account is paid. If we elect to terminate our services for nonpayment, the County will be obligated to compensate us for all time expended and reimburse us for all expenses through the date of termination. This engagement letter sets forth the entire understanding between the County and the Firm regarding the services described herein and supersedes any previous proposals, correspondence, and understandings whether written or oral. Any subsequent changes to the terms of this letter, other than additional billings, will be rendered in writing and shall be executed by both parties. Should any portion of this engagement letter be ruled invalid, it is agreed that such invalidity will not affect any of the remaining portions. I. At Cherry Bekaert LLP's sole expense, Cherry Bekaert LLP (the "Firm") 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. PROFESSIONAL LIABILITY $1,000,000 Claims Made The Firm 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. Before commencement of any work or event, the Firm shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above. B. The Firm shall have no right of recovery or subrogation against Union County (including its officers, agents and employees). C. It is the intention of the parties that the insurance policies afforded by the Firm shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above- described insurance. D. Union County shall have no liability with respect to the Firm's personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of the Firm. E. Notwithstanding the notification requirements of the Insurer, the Firm hereby agrees to notify County's Risk Manager at 500 N. Main Street, Suite #130, Monroe, NC 28112, within thirty (30) days of the cancellation or substantive change of any insurance policy set out herein. Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement. F. The Certificate of Insurance should note in the Description of Operations the following: Department: Finance Contract#: 10227 G. Insurance procured by the Firm shall not reduce nor limit the Firm'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. H. Certificate Holder shall be listed as follows: Union County Attention: Risk Manager 500 N. Main Street, Suite 081-D Monroe, NC 28112 I. If the Firm is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, the Firm shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, 371 Attachment - Page 8 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. Pursuant to Article 6E of Chapter 147 of the North Carolina General Statutes, the County must require most entities with which it contracts, which would include the Contractor under this Agreement, to certify that the entity is not identified on a list created by the State Treasurer pursuant to N.C.G.S. § 147-86.58 (the "Final Divestment List"). This requirement is related to ensuring that entities with which local governments contract are not involved in investment activities in Iran. The Contractor certifies that: (i) it is not listed on the Final Divestment List; and (ii) it will not utilize any subcontractor performing work under this Agreement which is listed on the Final Divestment List. 372 EisnerAmper LLP 8550 United Plaza Blvd. Suite 1001 Baton Rouge, LA 70809 T 225.922.4600 F 225.922.4611 www.eisneramper.com “EisnerAmper” is the brand name under which EisnerAmper LLP and Eisner Advisory Group LLC and its subsidiary entities provide professional services. EisnerAmper LLP and Eisner Advisory Group LLC are independently owned firms that practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. EisnerAmper LLP is a licensed CPA firm that provides attest services, and Eisner Advisory Group LLC and its subsidiary entities provide tax and business consulting services. Eisner Advisory Group LLC and its subsidiary entities are not licensed CPA firms. Report on the Firm's System of Quality Control October 13, 2025 To the Partners of Cherry Bekaert LLP and the National Peer Review Committee We have reviewed the system of quality control for the accounting and auditing practice of Cherry Bekaert LLP (the firm) applicable to engagements not subject to PCAOB permanent inspection, in effect for the year ended April 30, 2025. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants (Standards). A summary of the nature, objectives, scope, limitations of, and the procedures performed in a system review as described in the Standards may be found at www.aicpa.org/prsummary. The summary also includes an explanation of how engagements identified as not performed or reported on in conformity with applicable professional standards, if any, are evaluated by a peer reviewer to determine a peer review rating. Firm's Responsibility The firm is responsible for designing and complying with a system of quality control to provide the firm with reasonable assurance of performing and reporting in conformity with the requirements of applicable professional standards in all material respects. The firm is also responsible for evaluating actions to promptly remediate engagements deemed as not performed or reported on in conformity with the requirements of applicable professional standards, when appropriate, and for remediating weaknesses in its system of quality control, if any. Peer Reviewer's Responsibility Our responsibility is to express an opinion on the design of and compliance with the firm's system of quality control based on our review. Required Selections and Considerations Engagements selected for review included engagements performed under Government Auditing Standards, including compliance audits under the Single Audit Act; audits of employee benefit plans; an audit performed under FDICIA; and examinations of service organizations (SOC 1 and SOC 2 engagements). As a part of our peer review, we considered reviews by regulatory entities as communicated by the firm, if applicable, in determining the nature and extent of our procedures. Opinion In our opinion, the system of quality control for the accounting and auditing practice of Cherry Bekaert LLP applicable to engagements not subject to PCAOB permanent inspection, in effect for the year ended April 30, 2025, has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Firms can receive a rating of pass, pass with deficiency(ies) or fail. Cherry Bekaert LLP has received a peer review rating of pass. EISNERAMPER LLP Baton Rouge, Louisiana 373 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-193 Agenda Date:4/20/2026 TITLE:..title Authorization of Real Estate Purchase INFORMATION CONTACT: Clayton Voignier, County Manager’s Office, Assistant County Manager, 704-283-3687 ACTION REQUESTED: 1) 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, iii) terminate the Agreement if deemed in the best interest of the County, each in the County Manager's discretion, and 2) approve Capital Project Ordinance #349C. PRIOR BOARD ACTIONS: None. BACKGROUND: This real estate purchase agreement is for 8.01 total acres in Monroe from two tax parcels identified as: tax parcel number 09-274-035 consisting of 6.32 acres and tax parcel number 09-274-035D consisting of 1.978 acres both owned by Monroe Marketplace Partners, LLC. Capital project ordinance (CPO) 349C appropriates $807,214 in 2/3rds general obligation bond premiums to support, in part, this real estate purchase and the associated attorney and title fees. FINANCIAL IMPACT: $4,140,000. Includes the real estate purchase price of $4,100,000, and associated attorney and title fees at $40,000. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™374 Page 1 of 15 NORTH CAROLINA UNION COUNTY REAL ESTATE PURCHASE AND SALE AGREEMENT THIS REAL ESTATE PURCHASE AND SALE AGREEMENT (this “Agreement”) is made and entered into effective as of the last date of execution hereof (the “Effective Date”) by and between MONROE MARKETPLACE PARTNERS, LLC, (“Seller”), and UNION COUNTY, a political subdivision of the State of North Carolina, (the “Purchaser”). For and in consideration of the mutual promises set forth herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: 1. Sale of the Property. Seller agrees to bargain, sell, grant, convey and deliver to the Purchaser, and Purchaser agrees to purchase and accept from Seller, for the price and on the terms and conditions set forth herein, all of those parcels or tracts of real property located in Union County, North Carolina consisting of approximately 8.01 acres in total, more or less, being owned by Monroe Marketplace Partners, LLC, and described in Deed Book 6518, Page 339, and Deed Book 6738, Page 713, and further identified as tax parcel numbers 09-274-035 (6.032 acres) and 09-274-035D (1.978 acres). The term “Property” shall include the aforementioned parcels as well as all buildings and improvements thereon and all fixtures and appurtenances thereto. 2. Purchase Price, Due Diligence and Closing. 2.1 Purchase Price. The total purchase price for the Property (the “Purchase Price”) is Four Million One Hundred Thousand and 00/100 Dollars ($4,100,000.00) payable by Purchaser to Seller at the Closing (as defined herein) by wire transfer, or other mutually acceptable transfer, subject to prorations and other credits provided for in this Agreement. 2.2 Earnest Money Deposit. Purchaser shall, within five (5) business days after the full execution and delivery of this Agreement, deposit with the Charlotte, North Carolina office of Chicago Title Insurance Company (the “Escrow Agent”) an earnest money deposit in the amount of Fifty Thousand Dollars ($50,000) by wire transfer or other mutually acceptable transfer (the “Earnest Money Deposit”). The Earnest Money Deposit shall be held in a trust account of the Escrow Agent. The Earnest Money Deposit shall be applied to the Purchase Price at Closing. In the event of a permitted termination or default hereunder, the Earnest Money Deposit shall be disbursed as set forth in Section 9 below. The fee for utilizing the services of the Escrow Agent, if any, will be split equally between Seller and Purchaser. 2.3 Closing. The consummation of the purchase and sale of the Property (the “Closing”) shall take place on or before the date that is thirty (30) days after the expiration of the Purchaser’s Due Diligence Period (as hereinafter defined), provided however, that if Purchaser desires to close early, the parties hereby agree to close on such earlier date specified by Purchaser if Purchaser notifies Seller of such earlier date in writing at least two (2) business days prior 375 thereto. The Closing shall take place via escrow established with Escrow Agent, or such other place as is mutually acceptable to Purchaser or Seller. 2.4 Closing Contingency. Closing is contingent upon and subject to Purchaser obtaining all necessary approvals by the Union County Board of Commissioners and other duly required approvals after any appropriate public hearings during the Due Diligence Period. If Purchaser fails to obtain all approvals during the Due Diligence Period, this Agreement may be terminated by Seller or Purchaser by delivery of written notice to the other party. 2.5 Due Diligence. 2.5.1. Due Diligence Period. (a) The Purchaser’s Due Diligence Period shall be forty five (45) days from the date of Effective Date (the “Purchaser’s Due Diligence Period"). Purchaser shall have the right to determine, in Purchaser’s sole and absolute discretion, whether the Purchaser’s proposed purchase and use of the Property is economically and otherwise feasible. During such time, Purchaser shall also be entitled (i) to examine title to, and to survey, the Property; (ii) to conduct such other testing of the Property as Purchaser shall reasonably determine in its sole discretion, including without limitation, one or more environmental, soil and groundwater audits, and (iii) to research matters related to the status of the Property. (b) Seller shall in good faith cooperate with Purchaser in facilitation of Purchaser’s investigation of the Property. Seller shall provide Purchaser and its agents, employees, contractors and consultants with reasonable access to the Property to inspect each and every part thereof and allow Purchaser and its agents, employees, contractors and consultants to contact all parties which currently contract with Seller with respect to the Property. Prior to or simultaneously with the execution of this Agreement, Seller shall deliver or make available to Purchaser any surveys depicting the metes and bounds and any easements affecting the property. (c) If Purchaser does not purchase the Property, Purchaser shall repair any material damages to the Property caused by Purchaser’s activities on the Property, and, to the extent practical, shall return the Property to substantially its condition prior to Purchaser's activities on the Property. Purchaser acknowledges that it shall assume all risks arising from entering upon the Property for the performance of such activities by Purchaser, and shall, to the extent permitted by applicable law, indemnify, defend and hold Seller harmless from and against all loss, liability, costs, claims, demands, damages, actions, causes of action, suits and expenses for the costs of such inspections, tests and investigations, for damages to persons or property caused by Purchaser’s inspection, testing and investigation of the Property and/or arising out of, related to or caused by Purchaser’s entry and/or such activities. (d) If Purchaser determines, in its sole discretion, for any reason or no reason, that the Property is unsuitable for its purpose or that Purchaser’s proposed acquisition and operation of the Property is not economical or otherwise feasible, then Purchaser shall have the right to terminate this Agreement by delivery of written notice to Seller at its address set forth herein prior to the Page 2 of 15 376 Page 3 of 15 expiration of the Purchaser’s Due Diligence Period. Purchaser shall send a copy of such notice to the Escrow Agent, which, upon its receipt thereof, shall immediately deliver the Earnest Money Deposit to Purchaser, without notice to or the need to obtain consent from Seller, and this Agreement shall immediately terminate and be rendered null and void. 2.5.2 Survey. Purchaser shall be entitled to obtain one or more surveys of the Property in such detail as Purchaser shall determine. The Survey must not reveal anything reasonably objectionable to Purchaser or Purchaser may terminate this Agreement during the Purchaser’s Due Diligence Period. Once approved by Purchaser, anything shown thereon shall be deemed a Permitted Exception. 2.5.3 Title. (a)The Property shall be conveyed by Seller to Purchaser free and clear of all liens, encumbrances, claims, rights-of-way, easements, leases, restrictions, restrictive covenants and other matters affecting title except those approved or deemed approved by Purchaser in accordance with this Section 2.5.3 during Purchaser’s Due Diligence Period (individually, each a “Permitted Exception,” and collectively, the “Permitted Exceptions”). (b)If, in the opinion of Purchaser or Purchaser’s counsel, the Survey reveals anything that adversely affects the Property, or if Seller’s title to the Property fails to meet the foregoing requirements, or contains defects or exceptions not approved by Purchaser, then Purchaser may, by giving written notice to Seller prior to the expiration of the Purchaser's Due Diligence Period, either terminate this Agreement or specify the title or Survey defect(s). If Purchaser specifies any such defect, Seller agrees to notify Purchaser in writing within five (5) business days after Purchaser’s notice of defect as to whether Seller will attempt to cure such defect(s). If Seller agrees to do so, it shall immediately commence diligent efforts to cure such defect(s) and shall continue diligently to work toward such cure until Closing. If Seller fails to cure such defect(s) prior to Closing, Purchaser shall have the option (i) of taking title to the Property “as is” and consummating the Closing of the Property, in which case all uncured objections will be Permitted Exceptions, or (ii) terminating this Agreement at any time on or prior to Closing, by written notice thereof to Seller, and receiving a full refund of the Earnest Money Deposit. 2.6 Delivery of Documents. 2.6.1. Seller’s Deliveries At Closing. At the Closing, Seller shall deliver to Purchaser: (a)A special warranty deed (the “Deed”) duly executed by Seller, in the form attached hereto as Exhibit A. (b)A non-foreign status affidavit duly executed by Seller in accordance with Section 1445 of the Internal Revenue Code of 1986, as amended; (c)A closing statement duly executed by Seller setting forth the prorations and adjustments required by this Agreement or otherwise agreed to by Purchaser and Seller; (d)An affidavit to the Title Company, duly executed by Seller, in the form attached hereto as Exhibit B; 377 Page 4 of 15 (e) A certificate duly executed by Seller containing the information necessary to complete a 1099-S form; (f) A VCAP Odyssey Portal affidavit to Escrow Agent in the form attached hereto as Exhibit C (the “Odyssey Affidavit”); and (g) Any other documents reasonably required by Escrow Agent, in form approved by Purchaser and Seller. 2.6.2 Purchaser’s Deliveries at Closing. At the Closing, Purchaser shall deliver to Seller the Purchase Price less credits and prorations provided for in this Agreement, together with Purchaser’s duly executed counterparts of (a) the closing statement described in Subsection 2.6.1 above, (b) the Odyssey Affidavit, and (c) any other documents reasonably required by Escrow Agent in form approved by Purchaser and Seller. 2.7 Closing Expenses and Costs. Seller shall pay at Closing (i) all excise taxes levied by state or local authorities, if any in connection with the transfer of the Property pursuant to this Agreement; (ii) its proportionate share of the expenses to be prorated as set forth in this Agreement; (iii) the cost of satisfying, canceling and releasing all deeds of trust, statutory liens and similar monetary encumbrances on the Property, which shall not be Permitted Exceptions. Purchaser shall pay at Closing (i) the Deed recording fee; (ii) the cost of Purchaser’s due diligence investigations, including without limitation the Survey, environmental assessments, and any title search, commitment or policy contracted for by Purchaser; and (iii) its proportionate share of the expenses to be prorated as set forth in this Agreement. Except as otherwise provided herein, each party hereto agrees to bear its own expenses, including but not limited to, attorneys’ and advisors' fees. 2.8 Conditions Precedent. Purchaser’s obligations to perform under this Agreement is subject to and contingent upon the satisfaction of each and every one of the following conditions. Unless specifically stated otherwise, conditions to obligations hereunder are for the benefit of Purchaser and may be waived in writing by Purchaser. (a)Due Diligence Matters. There shall have been no material change to title, survey or other matters as to which Purchaser has due diligence rights under this Agreement after the date investigated by Purchaser during Purchaser’s Due Diligence Period which has not been cured, and there must not have been any material adverse change to the topography, access, drainage, utility availability or developability of the Property. (b)Seller’s Obligations. The truth and accuracy in all respects of the representations and warranties of Seller contained in this Agreement, and Seller’s fulfillment of its other obligations hereunder within the time periods set forth herein. (c)Approvals. The necessary approvals are obtained during the Due Diligence Period as stated in Section 2.4. (d)Tenants. Seller is in full compliance with Section 3.13 of this Agreement. 378 Page 5 of 15 In the event that any of the above conditions are not satisfied at or prior to the date of Closing, Purchaser shall have the right to terminate this Agreement upon written notice to Seller in accordance with Section 9.1 below. 3. Representation and Warranties. Seller hereby makes the following representations and warranties to Purchaser, all of which shall be true and correct as of the date hereof and as of the date of Closing: 3.1 No Violation. Seller has received no written notice that the Property nor the use thereof is in violation of any applicable federal, state or local fire, zoning, health, environmental, subdivision, building, labor, earthquake or other codes, laws, rules or regulations. No notice has been served on or delivered to Seller from any entity, governmental body, or individual claiming any such violation or demanding payment or contribution. Seller has received no written notice of any pending or threatened actions or governmental proceedings concerning condemnation, eminent domain, zoning change, rent control, required environmental remedial action or otherwise, to which Seller or the Property is subject that would adversely affect the Property. Seller has no understanding or agreement with any taxing or assessing authority respecting the imposition of deferment of nay taxes or assessments respecting the Property. 3.2 Title to Property. Seller is the sole owner of the Property. No party other than Seller claims any unrecorded legal or equitable interest in the Property. Seller has not entered into any leases, rental agreements, management, service or utility agreements with respect to any of the Property that would bind the Property or the Purchaser after Closing except those that are specifically noted in this Agreement. 3.3 No Other Contracts. Seller has not entered into any other contract or agreement with any party other than Purchaser with respect to the purchase and sale of the Property or any part thereof. 3.4 Suits, Actions, Etc. There are no suits, actions or arbitrations, or legal, administrative, or other proceedings or governmental investigations, formal or informal, pending or threatened, which relate to the Property or to its prior operation, which affect the Property, which would limit Purchaser’s, its successors’ or assigns’ full use and enjoyment of the Property, which would in any way be binding upon Purchaser or its successors or assigns or which would limit or restrict in any way Seller’s right of ability to enter into this Agreement and consummate the transactions described herein. 3.5 No Conflict. This Agreement has been duly and properly executed on behalf of Seller, and neither the execution and delivery of this Agreement not the consummation of the transactions contemplated hereby will result in a default (or an event that, with notice or the passage of time or both, would constitute a default) under, a violation or breach of, a conflict with, a right of termination of, or an acceleration of indebtedness under or performance required by, any note, indenture, license, lease, franchise, mortgage, deed of trust or other instrument or agreement to which the Seller is a party or by which Seller or any portion of the Property is bound. 379 Page 6 of 15 3.6 Unpaid Claims. There are no taxes, charges or assessments of any nature or description arising out of the conduct of Seller’s business or the operation of the Property which would constitute a lien against the Property and no work has been performed or is in progress by Seller, and no materials have been furnished to the Property or any portion thereof, which might give rise to mechanic’s, materialman’s or other liens, in each case that will not be paid in full as of Closing. In such a case, Seller will provide evidence satisfactory to Escrow Agent to delete the mechanics lien exception from Purchaser’s title policy issued at Closing. 3.7 Hazardous Materials. Except as may be shown on any environmental assessment provided to Purchaser and/or the environmental assessment obtained by Purchaser prior to the date of this Agreement, (a) Seller has received no written notice that any Hazardous Materials (as hereinafter defined) are now located on the Property in violation of applicable environmental law, (b) Seller has received no written notice of any investigation, administrative order, consent order and agreement, litigation or settlement with respect to Hazardous Materials or Hazardous Materials contamination proposed, threatened, anticipated or in existence with respect to the Property, and (c) to the best of Seller's knowledge, there are no underground storage tanks on the Property. For purposes of this Agreement, "Hazardous Materials" shall mean any substance, waste or material that is defined or regulated as hazardous or toxic under or pursuant to any one or more of the following statutes, any amendments thereto and any regulations promulgated thereunder, and any other applicable federal, state and local laws concerning pollution or protection of the environment: Comprehensive Environmental Response Compensation and Liability Act of 1980 (CERCLA), as amended by the Superfund Amendments and Reauthorization Act of 1986 (SARA), 42 U.S.C. 9601 et seq.; Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act of 1976 (RCRA), 42 U.S.C. 6901 et seq.; Federal Water Pollution Control Act, 33 U.S.C. 1251 et seq.; Toxic Substances Control Act, 15 U.S.C. 2601 et seq.; and Clean Air Act, 42 U.S.C. 7501 et seq. 3.8 Documents Supplied bv Seller. All documents heretofore or hereafter supplied by Seller to Purchaser in connection with the Property or this Agreement are, to the best of Seller's knowledge, complete, true and correct copies of the materials in Seller’s possession. 3.9 Public Access. The Property has adequate legal vehicular and pedestrian access to public streets and/or rights of way. 3.10 Assessments. There are no assessments which have been made against the Property which are unpaid (except ad valorem taxes for the current tax period which are not yet due and payable), whether or not they have become liens. 3.11 Boundary Disputes. To the best of Seller's knowledge, there are no disputes concerning the Property's boundaries. 3.13 Agreements Affecting Property. Seller has not received any notice of any default or breach (or any condition or circumstance which, with the passage of time and/or the giving of notice, would constitute a default or breach) under any covenants, conditions, restrictions, easements, or other agreements which may affect the Property or any portion of the Property. Seller represents there are three current leases on the Property, namely: (i) a lease for the operation 380 Page 7 of 15 of New China Restaurant (the “New China Lease”), (ii) a lease for the operation of a State Employees Credit Union ATM (the “ATM Lease”), and (iii) a lease for clothing and shoe recycling with Green Zone (the “Green Zone Lease”). Seller will terminate the New China Lease and the Green Zone Lease effective on or before Closing. Seller will be in default of this Agreement if Seller fails to terminate the New China Lease and the Green Zone Lease effective on or before Closing. If Seller does terminate the New China Lease and the Green Zone Lease as provided above but the tenants still remain on the Property on the date of Closing, Seller shall not be in default, and Purchaser shall have the right (a) to delay Closing for a period not to exceed thirty (30) days, or (b) to terminate this Agreement by written notice delivered to Purchaser on or before the Closing date and receive from the Escrow Agent the Earnest Money Deposit. If Seller is in default as provided above, Purchaser may terminate this Agreement in accordance with Sections 9.1 and 9.2 below. Seller further acknowledges that the ATM Lease expires on November 30, 2026, and Seller will take no steps to renew or otherwise modify the ATM Lease. Seller will further assign the ATM Lease to Purchaser and notify the representatives of the ATM Lease of such assignment. Besides the three above acknowledged leases, the Seller affirmatively represents there are other no leases affecting the Property, oral or written, recorded or not, nor any subleases affecting the Property. Seller will provide Purchaser will a copy of all leases upon the Effective Date. 3.14 Ad Valorem Taxes. Seller and Purchaser agree that all property taxes for the year within which the contract closes shall be prorated as of the Closing date. For purposes of this Agreement, Seller’s “knowledge”, “the best of Seller’s knowledge”, and similar phrases means the actual, current knowledge of Maurice S.S. Hull, provided that this definition is intended solely to establish the scope of facts that shall be considered known by Seller for the purposes of this Agreement and not to impose on such persons any personal liability. In addition and notwithstanding any provision herein to the contrary, in the event that at or prior to Closing Purchaser is actually aware of the untruthfulness or material inaccuracy of any of the Seller’s representations and warranties made hereunder or in any Closing document, and Purchaser proceeds with the Closing, Purchaser shall be estopped from claiming a breach of such representation or warranty following Closing. Seller’s representations and warranties shall survive Closing for a period of six (6) months from the Closing Date, at which point Purchaser shall have no further remedies unless suit has been filed in a court of competent jurisdiction prior to the expiration of that period. Except for the representations expressly set forth in this Agreement and the Closing documents identified in Section 2.6.1 above, the Property is being sold and conveyed “as is” and “with all faults” and Seller has not made, does not make, and hereby disclaims any and all other representations and warranties, including without limitation representations and warranties regarding or relating to the condition, suitability for any particular purpose, susceptibility to flooding, value, marketability, zoning, use and occupancy restrictions, compliance with Environmental Laws, presence of Hazardous Materials, and all other legal requirements. Purchaser acknowledges that, except as expressly set forth in this Agreement, no such representations or 381 Page 8 of 15 warranties have been made. The terms and covenants of this paragraph shall survive the Closing and the delivery of the Deed, or any termination of this Agreement. 4.Covenants and Interim Responsibilities. Seller agrees that during the period between the date hereof and the date of Closing: (i) Seller shall not further encumber the Property or any part thereof, or convey, lease or transfer any interest therein (or permit the encumbrance, conveyance, lease or transfer thereof) without Purchaser's prior written consent; (ii) Seller shall not execute or make any agreement or other arrangement which may bind or obligate the Property (or any real property interest affected by the Property), Purchaser or Purchaser's successors and assigns, after Closing; and (iii) Seller will not undertake any negotiations for the sale or lease of the Property or any portion thereof. 5.Brokerage Commissions. Seller agrees to pay a commission in the amount of $169,000 to be split equally between the Providence Group of the Carolinas (“Seller’s Broker”) and Legacy Real Estate Advisors, LLC (“Purchaser’s Broker”) if and only if the sale of the Property occurs. Purchaser and Seller represent and warrant to each other that no brokers’ or real estate commissions will be due as a result of the sale of the Property, except for the commission to be paid by Seller to Seller’s Broker, and shared by Seller’s Broker with Purchaser’s Broker, as provided above. The terms and covenants of this Section 5 shall survive Closing. 6.Prorations. Ad valorem real estate taxes for the year of Closing shall be prorated as provided in Subsection 3.14 above. 7.Possession. Seller shall deliver full possession of the Property to Purchaser at Closing, subject only to the Permitted Exceptions. 8.Condemnation. In the event that condemnation or eminent domain proceedings affecting all or any part of the Property are initiated prior to the date of Closing, Purchaser may, at its option, (i) terminate this Agreement by notifying Seller in writing within fifteen (15) business days after Purchaser first is advised of such proceedings, in which case the Earnest Money Deposit shall be returned to Purchaser, or (ii) elect to consummate the transaction provided for herein, in which event Seller shall, at the Closing, assign to Purchaser all of its right, title and interest in and to any award or other benefits made or to be made in connection with such condemnation or eminent domain proceeding affecting the Property. In the event Purchaser elects to consummate the transactions provided for herein, Purchaser shall be entitled to participate with Seller in all negotiations and dealings with the condemning authority in respect of such matter; provided, however, that Purchaser shall have the right to finally approve any agreement with the condemning authority. 9.Termination, Default and Remedies. 9.1 Permitted Termination. If this Agreement is terminated by Purchaser pursuant to a right given it to do so hereunder, the Earnest Money Deposit shall immediately be returned to Purchaser by the Escrow Agent, without any requirement for consent or approval from Seller, and this Agreement shall thereafter be null and void. 382 Page 9 of 15 9.2 Default by Seller. Seller shall be in default hereunder if any of Seller's warranties or representations set forth herein are inaccurate in any material respect when made or at the Closing or if Seller shall breach any covenant or agreement in this Agreement in any material respect. In the event of a default by Seller hereunder, Purchaser may, at Purchaser's sole option and as its sole and exclusive remedy for Seller default, either (i) enforce specific performance of this Agreement against Seller, or (ii) terminate this Agreement by written notice delivered to the Seller with a copy to the Escrow Agent and, upon receipt of such notice, the Escrow Agent shall, without any requirement for consent or approval from Seller, immediately return to Purchaser the Earnest Money Deposit, and this Agreement shall terminate and thereafter become null and void, and Seller shall pay to Purchaser an amount equal to Purchaser's reasonable and documented out-of-pocket expenses incurred in connection with this Agreement, not to exceed $50,000.00. 9.3 Default by Purchaser. Purchaser shall be in default hereunder if any of Purchaser's warranties or representations set forth herein are inaccurate in any material respect when made or at the Closing or if Purchaser shall breach any covenant or agreement in this Agreement in any material respect. In the event of a default by Purchaser hereunder, Seller may, as Seller's sole and exclusive remedy for such default, terminate this Agreement by written notice delivered to the Escrow Agent and to Purchaser and receive from the Escrow Agent the Earnest Money Deposit, it being agreed between Purchaser and Seller that such sum shall be liquidated damages for a default by Purchaser hereunder because of the difficulty, inconvenience and uncertainty of ascertaining actual damages for such default. 10.Miscellaneous. 10.1 Notices. All notices, demands, requests, consents, approvals or other communications (the "Notices") required or permitted to be given by this Agreement shall be in writing and shall be sent by email as well as by one of the following additional methods: either personally delivered, delivered by Federal Express or other nationally recognized overnight courier, or sent by United States mail, registered or certified with return receipt requested, properly addressed and with the full postage prepaid. Said Notices shall be deemed received and effective on the earlier of (i) the date actually received or (ii) one (1) business day after delivery to an overnight courier or three (3) business days after placement in the United States Mail as aforesaid. Said Notices shall be sent to the parties hereto at the following addresses, unless otherwise notified in writing in accordance with this Subsection 10.1: To Purchaser: Brian Matthews Union County Manager 500 North Main Street Monroe, North Carolina 28112 brian.matthews@unioncountync.gov To Seller: Maurice Hull 1560 North Main Street, Suite 104 Post Office Box 5778 383 Page 10 of 15 High Point, NC 27262 Attention: Maurice Hull Email: mh@mpmanage.com 10.2 Attorneys' Fees. In the event that either party hereto brings an action or proceeding for a declaration of the rights of the parties under this Agreement, for injunctive relief, for an alleged breach or default of, or any other action arising out of, this Agreement or the transactions contemplated hereby, or in the event any party is in default of its obligations pursuant hereto, the prevailing party shall be entitled to reasonable attorneys' fees (based on actual time expended at customary hourly rates), in addition to any court costs incurred and in addition to any other damages or relief awarded. 10.3 Entire Agreement; Amendment. This Agreement, together with all exhibits hereto and documents referenced to herein, if any, constitutes the entire understanding among the parties hereto, and supersedes any and all prior agreements, arrangements and understandings among the parties hereto, with respect to the Property. This Agreement may not be amended, modified, changed or supplemented, nor may any obligations hereunder be waived, except by a writing signed by both parties. 10.4 Choice of Law. This Agreement and each and every related document is to be governed by, and construed in accordance with, the laws of the State in which the Property is located applicable to contracts to be performed in that State. 10.5 Successors. Except as otherwise provided herein, the provisions and covenants contained herein shall inure to and be binding upon the heirs, personal representatives, successors and assigns of the parties hereto. 10.6 Waiver. No claim of waiver, consent, or acquiescence with respect to any provision of this Agreement shall be made against any party hereto except on the basis of a written instrument executed by or on behalf of such party. However, the party for whose unilateral benefit a condition is herein inserted shall have the right to waive such condition. 10.7 Further Actions. Purchaser and Seller agree to execute such additional documents, and take such further actions, as may reasonably be required to carry out the provisions and intent of this Agreement, and every agreement or document relating hereto, or entered into in connection herewith. 10.8 Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original and all of which taken together shall constitute but one and the same instrument. 10.9 Survival. The representations, warranties and agreements set forth in this Agreement shall survive the Closing for a period of six (6) months, and the same shall not be merged into the Deed or instruments of conveyance or any of the other documents or instruments executed or delivered at or after the time of Closing pursuant to or by reason of this Agreement. 384 Page 11 of 15 10.10 Severability. In the event that any provision of this Agreement shall be unenforceable or invalid under any applicable laws or court decisions, such unenforceability or invalidity shall not render this Agreement unenforceable or invalid as a whole and, in such event, such provision shall be changed and interpreted so as to best accomplish the objectives of such unenforceable or invalid provision within the limits of applicable laws or court decisions. 10.11 Assignment. Purchaser shall not assign its right, title and interest under this Agreement without the consent of Seller, no reasonable request denied, to any person or entity; provided, however, that Purchaser shall have the right to assign its right, title and interest under this Agreement without the consent of Seller to an entity controlled by or affiliated with Purchaser (a "Permitted Assignment"). In the event of a Permitted Assignment, Purchaser shall give Seller written notice thereof prior to Closing. Purchaser's assignee shall thereafter assume all obligations and duties of Purchaser hereunder. Upon such assignment and assumption, Purchaser shall be relieved of all duties, obligations or liabilities hereunder. 10.12 Rule of Construction. Seller and Purchaser have experience with the subject matter of this Agreement, have been represented by counsel to the extent desired and have each fully participated in the negotiation and drafting of this Agreement. Accordingly, this Agreement shall be construed without regard to the rule that ambiguities in a document are to be construed against the drafter. {Signature Page to Follow} 385 Page 12 of 15 IN WITNESS WHEREOF each of the parties hereto has executed this Agreement or caused this Agreement to be executed on its behalf by its duly authorized officer, member, manager or agent, effective as of the last date of execution below. PURCHASER: UNION COUNTY Date of Execution By: _______________________________ By Purchaser: _______________ Brian W. Matthews, County Manager ATTEST: County Clerk SELLER: MONROE MARKETPLACE PARTNERS, LLC Date of Execution By: By Seller: ______________ ______________________________ Tilman Thomas Gates, Authorized Signatory This agreement has been preaudited in the manner required by The Local Government Budget and Fiscal Control Act. _______________________________________ Deputy Finance Officer 386 Page 13 of 15 Exhibit A Form Deed [attached] 387 Page 14 of 15 Exhibit B Form Owner Affidavit [attached] 388 Page 15 of 15 Exhibit C Form Odyssey Affidavit [attached] 389 Page 1 of 3 NC Bar Association Real Property Section Form No. 6 © Revised 02/2021 Printed by Agreement with the NC Bar Association NORTH CAROLINA SPECIAL WARRANTY DEED Excise Tax: $8,200.00 Parcel ID: 09-274-035 and 09-274-035D Mail/Box to: Grantee Prepared by: Law Offices of Tilman Thomas Gates, PLLC (No title opinion or tax advice is given or implied) Brief description for the Index: 1678 West Franklin Street, Monroe, NC THIS SPECIAL WARRANTY DEED (“Deed”) is made on the _____ day of __________, 2026, by and between: GRANTOR GRANTEE Monroe MarketPlace Partners, LLC, a North Carolina limited liability company 1560 North Main Street, Suite 104 Post Office Box 5778 High Point, NC 27262 Union county, a political subdivision of the State of North Carolina Union County Manager 500 North Main Street Monroe, North Carolina 28112 Enter in the appropriate block for each Grantor and Grantee their name, mailing address, and, if appropriate, state of organization and character of entity, e.g. North Carolina or other corporation, LLC, or partnership. Grantor and Grantee includes the above parties and their respective heirs, successors, and assigns, whether singular, plural, masculine, feminine or neuter, as required by context. FOR VALUABLE CONSIDERATION paid by Grantee, the receipt and legal sufficiency of which is acknowledged, Grantor by this Deed does hereby grant, bargain, sell and convey to Grantee, in fee simple, as tenants in common in the percentages shown above, all those certain lots or parcels of land in the City of Monroe, Union County, North Carolina and more particularly described as follows (the “Property”): SEE EXHIBIT A ATTACHED HERETO AND INCORPORATED FOR REFERENCE. All or a portion of the Property was acquired by Grantor by instrument recorded in Book _______, Page ________. All or a portion of the Property ☐ includes or ☒ does not include the primary residence of a Grantor. A map showing the Property is recorded in Plat Book ___, Page ___. TO HAVE AND TO HOLD the Property and all privileges and appurtenances thereto belonging to Grantee in fee simple. Grantor covenants with Grantee that Grantor has done nothing to impair such title as Grantor received, and Grantor 390 Page 2 of 3 NC Bar Association Real Property Section Form No. 6 © Revised 02/2021 Printed by Agreement with the NC Bar Association shall warrant and defend the title against the lawful claims of all persons claiming by, under or through Grantor, other than the following exceptions: 1. Taxes and assessments not yet due and payable. 2. Easements, restrictions and other matters of record affecting the Property, without re-imposing the same. 3. Matters that would be revealed by a current survey and/or inspection of the Property. IN WITNESS WHEREOF, Grantor has duly executed this North Carolina Special Warranty Deed, if an entity by its duly authorized representative. Monroe MarketPlace Partners, LLC, a North Carolina limited liability By: Maurice S.S. Hull, Manager STATE OF NORTH CAROLINA COUNTY OF GUILFORD I , a Notary of the above state and __________________county, certify that the following person(s) personally appeared before me on the _____ day of __________, 2026 each acknowledging to me that he or she signed the foregoing document, in the capacity represented and identified therein (if any): Maurice, S.S. Hull. Notary Public (Official Signature) Notary’s printed or typed name [Notary Public must sign exactly as on notary seal] My Commission Expires: Affix Notary Seal/Stamp 391 Page 3 of 3 NC Bar Association Real Property Section Form No. 6 © Revised 02/2021 Printed by Agreement with the NC Bar Association Exhibit A Legal Description 392 © North Carolina Land Title Association, March 2013 Form No. 1: OWNER AFFIDAVIT AND INDEMNITY AGREEMENT (NO RECENT IMPROVEMENTS) OWNER AFFIDAVIT AND INDEMNITY AGREEMENT (NO RECENT IMPROVEMENTS AND NO EXECUTORY CONTRACTS FOR IMPROVEMENTS) PARTIES: All parties identified in this section must execute this Agreement. Owner: Monroe MarketPlace Partners, LLC, a North Carolina limited liability company (NOTE: A separate Agreement is required for each successive owner in the 120-Day Lien Period.) PROPERTY: 1678 West Franklin Street, Monroe, NC (Insert street address or brief description and/or attach a description as Exhibit A. Include here any real estate that is a portion of a larger, previously unsegregated tract when that area is reasonably necessary for the convenient use and occupation of Improvements on the larger tract.) DEFINITIONS: The following capitalized terms as used in this Agreement shall have the following meanings: • Improvement: All or any part of any building, structure, erection, alteration, demolition, excavation, clearing, grading, filling, or landscaping, including trees and shrubbery, driveways, and private roadways on the Property as defined below. • Labor, Services or Materials: ALL labor, services, materials provided to or for the account of Owner and for which a lien can be claimed under NCGS Chapter 44A, Article 2, including but not limited to professional design services (including architectural, engineering, landscaping and surveying) and/or rental equipment. • Contractor: Any person or entity who has performed or furnished or has contracted to perform or furnish Labor, Services or Materials pursuant to a contract, either express or implied, with the Owner of real pthe Property for the making of an Improvement thereon. (Note that services by architects, engineers, landscapers, surveyors, furnishers of rental equipment and contracts for construction on Property of Improvements are often provided before there is visible evidence of construction.) • 120-Day Lien Period: The 120 days immediately preceding the date of recordation of the latter of the deed to purchaser or deed of trust to lender in the Office of the Register of Deeds of the county in which the Property is located. • Owner: Any person or entity, as defined in NCGS Chapter 44A, Article 2, who has or has had any interest in the Property within the 120-Day Lien Period. For the purposes of this Agreement, the term Owner includes: (i) a seller of the Property or a borrower under a loan agreement secured by the Property; (ii) a person with rights to purchase the Property under a contract and for whom an Improvement is made and who ordered the Improvement to be made; and (iii) the Owner’s successors in interest and agents of the Owner acting within their authority. Monroe MarketPlace Partners, LLC, a North Carolina limited liability company • Company: The title insurance company providing the title policy for the transaction contemplated by the parties herein. • Property: The real estate described above or on Exhibit A and any leaseholds, tenements, hereditaments, and improvements placed thereon. • All defined terms shall include the singular or plural as required by context. AGREEMENT: For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, and as an inducement to the purchase of the Property by a purchaser and/or the making of a loan by a lender secured by a deed of trust encumbering the Property and the issuance of a title insurance policy or policies by Company insuring title to the Property without exception to liens for Labor, Services or Materials; Owner first being duly sworn, deposes, says and agrees: 1. Certifications: Owner certifies that at no time during the 120-Day Lien Period have any Labor, Services or Materials been furnished in connection with a contract, express or implied, with Owner for Improvements to the Property (including architectural, engineering, landscaping or surveying services or materials or rental equipment for which a lien can be claimed under NCGS Chapter 44A) nor have any Labor, Services or Materials been furnished on the Property in connection with a contract, express or implied, with Owner prior to the 120-Day Lien Period that will or may be completed after the date of this affidavit OR only minor repairs and/or alterations to pre-existing Improvements have been made by or for the account of Owner and Owner certifies such repairs and/or alterations have been completed and those providing Labor, Services or Materials for the repairs have been paid in full. The Owner further certifies that no Mechanics Lien Agent has been appointed. 2. Reliance and Indemnification: This Agreement may be relied upon by the purchaser in the purchase of the Property, a lender to make a loan secured by a deed of trust encumbering the Property and by Company in issuance of a title insurance policy or policies insuring title to the Property without exception to matters certified in this Agreement. The provisions of this Agreement shall survive the disbursement of funds and closing of this transaction and shall be binding upon Owner and anyone claiming by, through or under Owner. Owner agrees to indemnify and hold purchaser, lender, and Company harmless of and from any and all loss, cost, damage and expense of every kind, and reasonable attorney’s fees, costs and expenses, which the purchaser, lender or Company shall or may incur or become liable for, directly or indirectly, as a result of reliance on the certifications of Owner made herein or in enforcement of the Company’s rights hereunder. 3. NCLTA Copyright and Entire Agreement: This Agreement and any attachments hereto represent the entire agreement between the Owner and the Company, and no prior or contemporaneous agreement or understanding inconsistent herewith (whether oral or written) pertaining to such matters is effective. THIS IS A COPYRIGHT FORM and any variances in the form provisions hereof must be specifically stated in the blank below and agreed to in writing by the Company. There are no tenants or parties in possession of the property pursuant to verbal or written agreements except as set forth in the title commitment. The undersigned agrees to indemnify Title Company for any and all losses, costs or damages, including reasonable attorneys’ fees and court costs, actually incurred by Title Company to the extent (and only to the extent) resulting from defects, liens, encumbrances or adverse matters created of record that (a) arise by, through or under the undersigned, and (b) arise between __________, 2026 and the recording of the document creating the insured estate, but against no others. Deletions in strikethrough text and additions in bold and underline. No modification of this Agreement, and no waiver of any of its terms or conditions, shall be effective unless made in writing and approved by the Company and Owner. 393 © North Carolina Land Title Association, March 2013 Form No. 1: OWNER AFFIDAVIT AND INDEMNITY AGREEMENT (NO RECENT IMPROVEMENTS) . PROVIDING A FALSE AFFIDAVIT IS A CRIMINAL OFFENSE EXECUTION BY OWNER Monroe MarketPlace Partners, LLC (SEAL) By: Printed or Typed Name/Title: Maurice S.S. Hull, Manager State of County of Signed and sworn to (or affirmed) before me this day by Maurice S.S. Hull, III [insert name(s) of principal(s)]. Date: , Notary Public My Commission Expires: (Affix Official/Notarial Seal) INSTRUCTIONS FOR COMPLETION OF OWNER AFFIDAVIT AND INDEMNITY AGREEMENT (NO RECENT IMPROVEMENTS AND NO EXECUTORY CONTRACTS FOR IMPROVEMENTS) 1. This Owner Affidavit and Indemnity Agreement (the “Agreement”) form is for use with any title insurer (the “Company”) regarding owner and lender coverage for transactions affecting title to particular real estate in North Carolina (the “Property”), a description of which must be included in this Agreement, where there have been no Improvements made to the Property within the 120-Day Lien Period (as defined). 2. The closing attorney must notify underwriting counsel for the Company prior to closing regarding any filed Claim of Lien on Real Property or Notice of Claim of Lien upon Funds, or any Notice of Claim of Lien upon Funds known by the attorney or Owner to have been delivered to the Owner, whether on the Property or on any property in the state of North Carolina, as this may affect the Company’s decisions about whether to insure and on what basis. At the very least, any filed Claim of Lien on Real Property must be paid in full and canceled of record. Any delivered or filed Notice of Claim of Lien upon Funds (by a subcontractor) must be paid in full and a waiver obtained from the subcontractor. The attorney must discuss any questions or issues regarding these with underwriting counsel for the Company prior to closing. 3. This form is appropriate for use in transactions wherein no recent Improvements have been made on the Property. If Labor, Services or Materials (including surveying, architectural, engineering services or rental equipment) for Improvements to the Property have been provided within the 120-Day Lien Period (as defined in the Agreement) (other than minor repairs to existing Improvements completed by Owner without the assistance of a Contractor or supplier, or with evidence of payment at or before closing of completed work), then either the • NCLTA Form #2: OWNER/CONTRACTOR AFFIDAVIT, WAIVER OF LIENS AND INDEMNITY AGREEMENT (FOR CONSTRUCTION RECENTLY COMPLETED) or • NCLTA Form #3: OWNER/CONTRACTOR AFFIDAVIT, INDEMNITY AND LIEN SUBORDINATION AGREEMENT (FOR CONSTRUCTION IN PROCESS OR IMMEDIATELY CONTEMPLATED WITH CONSTRUCTION LOAN) should be used.or • NCLTA Form #5 (Owner) in conjunction with NCLTA Forms 6 and 7 (Potential Lien Claimants), as applicable, should be used. Note, however, that in the situation in which vacant unimproved Property is to be conveyed and the purchaser has already retained Contractors, the seller may execute this form, and the purchaser would provide NCLTA Form #3 or NCLTA Form #5, as applicable as noted above, with regard to any potential combined purchase and construction loan. 4. NOTE: There may be transactions where no Improvements have been made within the 120-Day Lien Period but work under an executory contract with the Owner continues after closing. An “executory contract” is one under which certain obligations remain to be performed in the future. Such post-closing Improvements may give rise to lien rights in the Property. An example is a lot purchase transaction involving the developer in a subdivision where development or infrastructure work has temporarily stopped but could or would be restarted after the date of this affidavit. In this scenario the NCLTA Form #2 or NCLTA Form #3 should be used. 5. Any variances in execution of this form or in parties signing must be approved by underwriting counsel for the Company prior to closing. 394 © North Carolina Land Title Association, REV. July 11, 2023 – AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT DUE TO COMPUTER DATA MIGRATION (VCAP TO E-COURTS ODYSSEY PORTAL)- Page 1 of 5 AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT REGARDING COMPUTER DATA MIGRATION (VCAP to E-COURTS ODYSSEY PORTAL) “(To be used for Purchase (with or without financing) and Refinance Transactions)” Land (Property Address): 1678 West Franklin Street, Monroe, NC Closing Attorney: N/A Date of Closing (settlement & disbursement): Seller(s): Monroe MarketPlace, LLC, a North Carolina limited liability company Buyer(s) (Proposed Insured Owner): Union County Owner(s): N/A (in case of refinance only) Title Insurance Company (the Company): Chicago Title Insurance Company Issuing Agent: Chicago Title Insurance Company Title Insurance Commitment Number (the Commitment): Other file number(s) or reference: Recordable Documents: Special Warranty Deed NOTE: Other defined terms are as defined in the ALTA® Commitment for Title Insurance (08-01-2016), ALTA® Commitment for Title Insurance (Effective 07-01-2021), ALTA® Short Form Commitment (12-01-17 TC 04- 02-18), ALTA® Short Form Commitment (Effective 07-01-2021, the ALTA® Loan Policy (06-17-2006), ALTA® Loan Policy (Effective 07-01-2021), ALTA® Owner’s Policy (06-17-2006), ALTA® Owner’s Policy (Effective 07-01-2021), ALTA® Homeowner’s Policy (12-02-2013), ALTA® Homeowner’s Policy (Effective 07-01-2021), ALTA® Short Form Residential Loan Policy (12-03-12), and ALTA® Short Form Residential Loan Policy (Effective 07-01-2021). The migration of computer data at the Clerk of Court’s Office in the County where the Land (or “Property Address”) stated above is located has significantly affected the ability of attorneys to search, locate court matters and resolve issues reliably. The migration has limited attorneys’ access to public records during the period immediately preceding the Date of Closing, and these limitations will continue through the date of recording the instruments referenced as Recordable Documents above. Filings or submissions of documents to the Clerk of Court’s Office by parties and attorneys have continued, but the final approval, acceptance and indexing of such documents may be delayed. In addition, the indexing systems of the prior VCAP system and the new Odyssey Portal are significantly different in substantial ways, causing variations in the search procedures required, results obtained and information available (including payoff calculations). Additionally, other, further issues are continuing to be identified and addressed. (All of these issues are referenced herein as “Migration Issues.”) As a result, the ability to search and review filings in the Clerk of Court’s Office either has, or will be, impacted. The Company is willing to continue to insure Title to the Land for the Proposed Insured Owner and Proposed Insured Lender, if any, as identified in the Commitment up to Amount of Coverage stated therein through the ultimate recording date of the Recordable Documents, upon receipt of the acknowledgments and indemnifications herein. NOW THEREFORE, due to the aforementioned Migration Issues, and as an inducement to the Closing Attorney to conduct settlement (including disbursement) and to the Company and/or Issuing Agent to issue policy or policies of title insurance with regard to the Land, as defined in the Commitment, the undersigned agree as follows: Seller(s)/Owner(s) certify and affirm: (a) There are no pending civil actions, judgments, lis pendens, claims of lien, liens, or encumbrances arising out of the acts of Sellers that are not recorded in the Union County Register of Deeds Office which may 395 © North Carolina Land Title Association, REV. July 11, 2023 – AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT DUE TO COMPUTER DATA MIGRATION (VCAP TO E-COURTS ODYSSEY PORTAL)- Page 2 of 5 affect Title to the Land which are not being paid, adjusted or addressed as part of the current transaction in a manner approved by the Company. (b) Sellers will provide an affidavit satisfactory to the Company to confirm that all labor and materials used in construction or improvements, repairs or modifications to the Land have been paid for and there are now no unpaid bills for labor or material against the improvements or Land. The Sellers/Owners have received no notice of any mechanic liens claim. (c) Sellers/Owners have received no written notice of a proposed or pending special assessment or a pending taking of any portion of the Land by any governmental body. (d) Sellers/Owners agree to neither allow, nor take any action, following settlement that may result in any of the items or actions referred to in paragraph (a) above, or other objectionable matter of title arising out of the acts of Sellers/Owners which may adversely affect the Title to the Land, between the date of this Agreement and the date and time of the recording of Recordable Documents, unless disclosed to and approved by the Company in writing prior to closing. (e) Sellers/Owners agree to immediately discharge, cancel, release or otherwise adequately address the same to the satisfaction of the Company and further agree to hold harmless and indemnify the Closing Attorney, the Issuing Agent and the Company against all claims, losses, liabilities, damages, expenses, costs and attorney’s fees which may arise out of Sellers/Owners failure to promptly so remove, release, bond, or otherwise dispose of any such liens, encumbrances or objectionable matters affecting Title to the Land to the satisfaction of the Company. Buyer(s) understand and agree: (a) Neither Closing Attorney, Issuing Agent nor the Company can provide an assurance as to the availability and reliability of search results of potential documents in the Clerk of Court’s office which documents should constitute part of the Public Records affecting the Land, as defined in the Commitment. (b) Among other things, Buyers may not be able to refinance or sell the Land, obtain building permits, or demonstrate recorded ownership of and legal Title to, the Land until the date that the documents in the Clerk of Court’s office are available and adequately, reliably searchable and locatable in the Public Records. Seller(s)/Owner(s) and Buyer(s) acknowledge: (a) They have been expressly advised that North Carolina law, specifically the Good Funds Settlement Act (North Carolina General Statutes Chapter 45A) if the Land is residential property, requires recordation of the deed, deed of trust, or other title documents prior to disbursement of closing funds, for which they specifically include waiver of claims or penalties thereunder, below. (b) They expressly waive any claim, demand, or cause of action arising solely out of disbursement of closing funds by the Closing Attorney in reliance on the parties’ joint instruction to disburse herein. (c) They expressly release the Closing Attorney, the Company, the Issuing Agent or other persons acting in reliance on such instruction and release from any claim, demand, or cause of action arising out of such disbursement. (d) By their joinder herein, they are authorizing and directing the closing of the sale of the Land and/or of its financing or refinancing and disbursement of funds, that they hereby shall be deemed to have irrevocably released the deed, deed of trust and other Recordable Documents which each party has respectively executed to Closing Attorney with the irrevocable authorization and instruction to cause the Recordable Documents to be recorded as soon as the Closing Attorney is able to cause such recordation after satisfaction of all conditions set forth in any closing instruction or escrow letter delivered by or on behalf of each party. (e) They expressly agree they will not execute or cause to be recorded any other deed, deed of trust, or other document of conveyance, encumbrance, or restriction regarding all or any portion of the Land, 396 © North Carolina Land Title Association, REV. July 11, 2023 – AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT DUE TO COMPUTER DATA MIGRATION (VCAP TO E-COURTS ODYSSEY PORTAL)- Page 3 of 5 until and unless the Recordable Documents are properly recorded and indexed at the office of the register of deeds. (f) They expressly waive and renounce any right, claim, or demand to instruct the Closing Attorney to (i) recall or withdraw any Recordable Document, or (ii) otherwise not to record any Recordable Documents, or (iii) to cancel or rescind the closing except as expressly set forth in any closing instruction or escrow letter delivered by or on behalf of each party. (g) NOTE: It is advisable to confirm that contractual matters arising out of the definition of “Closing,” as it relates to recordation or filings in the Clerk of Court’s office, are addressed in the contract between Buyer and Seller, e.g., risk of loss or damage by fire or other casualty. The undersigned solemnly affirm under the penalties of perjury and upon personal knowledge that the contents of this Affidavit are true and that this Affidavit and Indemnity is executed in the order to induce the Closing Attorney to make and complete the settlement on the Land and to induce the Company, through the Issuing Agent, to issue its policy or policies of title insurance, insuring Title to the Land. NCLTA Copyright and Entire Agreement: This Agreement and any attachments hereto represent the entire agreement between Seller, Buyer and/or Owner and Company and no prior or contemporaneous agreement or understanding inconsistent herewith (whether oral or written) pertaining to such matters is effective. THIS IS A COPYRIGHT FORM and any variances in the form provisions hereof must be specifically stated in the blank below and agreed to in writing by the Company: Revisions to the form reflected in this Agreement previously approved by the Company. CAUTION: NO MODIFICATION of this Agreement and NO WAIVER of any of its terms or conditions shall be effective unless made in writing and approved by the Company. (SIGNATURES APPEAR ON FOLLOWING PAGE) 397 © North Carolina Land Title Association, REV. July 11, 2023 – AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT DUE TO COMPUTER DATA MIGRATION (VCAP TO E-COURTS ODYSSEY PORTAL)- Page 4 of 5 Seller(s): Monroe MarketPlace Partners, LLC, a North Carolina limited liability company By: _____________________________ Maurice S.S. Hull, Manager STATE OF __________________ COUNTY OF________________ I certify that the following person(s) personally appeared before me this day, each acknowledging to me that he signed the foregoing document in the capacity stated therein: Maurice S.S. Hull, Manager. Date: ________, 2026 __________________________________________ Print Name: ___________________, Notary Public My Commission Expires: _____________ (Official Seal) [SIGNATURES CONTINUE ON FOLLOWING PAGE] 398 © North Carolina Land Title Association, REV. July 11, 2023 – AFFIDAVIT OF UNDERSTANDING AND INDEMNITY AND HOLD HARMLESS AGREEMENT DUE TO COMPUTER DATA MIGRATION (VCAP TO E-COURTS ODYSSEY PORTAL)- Page 5 of 5 Buyer(s): Union County, a political subdivision of the State of North Carolina By: _______________________________ Brian W. Matthews, County Manager STATE OF NORTH CAROLINA COUNTY OF UNION I certify that the following person(s) personally appeared before me this day, each acknowledging to me that he/she signed the foregoing document in the capacity stated therein: Brian W. Matthews, County Manager of Union County. Date: December _________, 2026 __________________________________________ Print Name: ___________________, Notary Public My Commission Expires: _____________ (Official Seal) 399 UNION COUNTY, NORTH CAROLINA FACILITIES MAJOR CAPITAL- 2025- 2026 CAPITAL PROJECT ORDINANCE #349C NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF UNION COUNTY, NORTH CAROLINA: Section I. That for the purpose of providing funds, together with any other previously appropriated available funds, for the following projects: Major Capital: UC Jail Judicial Center and Government Administration Facilities UC Jail Rooftop HVAC Systems Including the replacement of equipment, the acquisition and construction of new facilities, the acquisition and installation of necessary furnishings and equipment and the acquisition of interests in real property required therefore, an addition of $807,214 is hereby appropriated for a total project cost of $19,937,214. Section II. That it is estimated that the following revenues will be available during the construction period to meet the appropriations in Section I, as set forth in the following schedule: Interfund Transfer from General Fund $4,909,578 Interfund Transfer from Special Revenue Fund $1,220,422 GO Bond Proceeds $13,000,000 2/3rds GO Bond Premiums $807,214 Section III. The attached CPO #349C chart is incorporated herein showing appropriations to date, additions as of this capital project ordinance, and the total appropriation. Section IV. That the finance officer is authorized from time to time to transfer as a loan from the General Fund or unspent County proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the finance officer is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations. Section V. That the finance officer is authorized at the time of project completion to close out the capital project and remove it from the general ledger. Section VI. This capital project ordinance is adopted and effective on this 20th day of April 202 6. ATTEST: ___________________________ ______________________________ Lynn G. West, Brian Helms Clerk to the Board Chairman, Union County Board of Commissioners 400 BUDGET REQUESTED BY FISCAL YEAR DATE Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project IFT from General Fund 4,909,578 - 4,909,578 Major Capital Projects 17,530,000 807,214 18,337,214 IFT from Special Revenue Fund 1,220,422 - 1,220,422 1,600,000 - 1,600,000 (ARPA Investment Earnings)- - - - - - GO Bond Proceeds 13,000,000 - 13,000,000 - - - 2/3rd Go Bond Premiums - 807,214 807,214 - - - Total 19,130,000 807,214 19,937,214 Total 19,130,000 807,214 19,937,214 EXPLANATION:Appropriate 2/3rds bond premiums for the purchase of Food Lion Property DATE:4/20/2026 APPROVED BY: Source Project Requested Revised Project Project Requested Revised Description and Code To Date Amendment Project Description and Code To Date Amendment Project UC Jail UC Jail IFT From General Fund 2,379,578 - 2,379,578 Building & Improvements 2,000,000 - 2,000,000 40080188-4010 40080188-5580 IFT From Special Revenue Fund 1,220,422 - 1,220,422 Land and Improvements 1,600,000 - 1,600,000 40080188-4031 40080188-5570 Judicial Center and Government Administration Facilities Judicial Center and Government Administration Facilities IFT From General Fund 1,800,000 - 1,800,000 Building & Improvements 14,800,000 807,214 15,607,214 40080190-4010 40080190-5550 2/3rds GO Bond Premiums - 807,214 807,214 40080190-4717 GO Bond Proceeds 13,000,000 - 13,000,000 40080190-4710 UC Jail Rooftop HVAC Systems UC Jail Rooftop HVAC Systems IFT From General Fund 730,000 - 730,000 Building & Improvements 730,000 - 730,000 40080189-4010 40080189-5580 Total 19,130,000 807,214 19,937,214 Total 19,130,000 807,214 19,937,214 Prepared By JBH Posted By Date Number CPO-349C BOCC/County Manager Lynn West/Clerk to the Board FOR FINANCE POSTING PURPOSES ONLY PROJECT SOURCES PROJECT USES PROJECT SOURCES PROJECT USES CAPITAL PROJECT ORDINANCE AMENDMENT General CIP Fund Clayton Voignier FY 2026 April 20, 2026 401 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-219 Agenda Date:4/20/2026 TITLE:..title Resolution - Six Remnant Defendants Opioid Settlement Participation INFORMATION CONTACT: Click or tap here to enter text. ACTION REQUESTED: Click or tap here to enter text. PRIOR BOARD ACTIONS: Click or tap here to enter text. BACKGROUND: Click or tap here to enter text. FINANCIAL IMPACT: Click or tap here to enter text. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™402 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-206 Agenda Date:4/20/2026 TITLE:..title Change Order - Government Center First Floor Finishes and Lobby Renovation Project INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704 -420-2626 ACTION REQUESTED: Authorize the County Manager to 1) negotiate and execute an agreement substantially consistent with this agenda item, 2) exercise any renewal or extension term options set forth in the agreement, and 3) terminate the agreement if deemed in the best interest of the County, each in the County Manager’s discretion PRIOR BOARD ACTIONS: April 07, 2025, Regular Meeting, Agenda Item #25-179 - Accepted low bid and authorized award of construction contract to Heartland Contracting, LLC, for the Government Center First Floor Finishes and Lobby Renovation project. BACKGROUND: The original project scope included changes to the lobby floor plan, new security counter, card activated entrance and exit gates, replacement flooring, paint, lighting and ceiling tiles in the lobby and main hallway and new carpet and paint in the Board meeting room and Board conference room. This change order is for the renovation of four existing first-floor restrooms in the amount of $305,154.00. The original contract price was $424,630.00 and with this change order will increase to $729,784.00. FINANCIAL IMPACT: The cost of this change order is $305,154.00. There are sufficient funds in capital account 40080069 Facilities Repair and Renovation to cover this expense. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™403 Document G701® – 2017 Change Order AIA Document G701 – 2017. Copyright © 1979, 1987, 2000 , 2001 and 2017. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 14:35:49 ET on 12/29/2025 under Order No.4104246362 which expires on 12/31/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com. User Notes: (3B9ADA52) 1 PROJECT: (Name and address)CONTRACT INFORMATION: Union County Government Center First Floor Finishes and Lobby Renovation. #2025-029 Contract For: Demolition & Renovation of L1 Restrooms 500 North Main Street, Monroe, NC 28112 Date: May 08, 2025 OWNER: (Name and address)ARCHITECT: (Name and address) Union County Government Gensler 500 North Main Street, Monroe, NC 28112 101 South Tryon Street Suite 2100 Charlotte NC 28280 CHANGE ORDER INFORMATION: Change Order Number: 01 Date: March 24, 2026 CONTRACTOR: (Name and address) Heartland Contracting, LLC 1064 Van Buren Ave., Suite 8 Indian Trail, NC 28079 THE CONTRACT IS CHANGED AS FOLLOWS: (Insert a detailed description of the change and, if applicable, attach or reference specific exhibits. Also include agreed upon adjustments attributable to executed Construction Change Directives.) Demolition and Renovation work will be performed to prepare four (4) Restrooms at main lobby area to receive new finishes. The demolition and renovation scope has been documented by Gensler and BWA and issued with drawings dated 01/15/2026. The original Contract Sum was $424,630.00 The net change by previously authorized Change Orders $0.00 The Contract Sum prior to this Change Order was $424,630.00 The Contract Sum will be increased by this Change Order in the amount of $ The new Contract Sum including this Change Order will be $ The Contract Time will be increased by Twelve (12) weeks. The new date of Substantial Completion will be NOTE: This Change Order does not include adjustments to the Contract Sum or Guaranteed Maximum Price, or the Contract Time, that have been authorized by Construction Change Directive until the cost and time have been agreed upon by both the Owner and Contractor, in which case a Change Order is executed to supersede the Construction Change Directive. NOT VALID UNTIL SIGNED BY THE ARCHITECT, CONTRACTOR AND OWNER. Gensler ARCHITECT (Firm name)CONTRACTOR (Firm name)OWNER (Firm name) SIGNATURE SIGNATURE SIGNATURE Taras Kes PRINTED NAME AND TITLE PRINTED NAME AND TITLE PRINTED NAME AND TITLE 03/24/2026 DATE DATE DATE 305,154.00 729,784.00 August 28, 2026 Heartland Contracting, LLC Mark H. Fasser 03/25/2026 404 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-207 Agenda Date:4/20/2026 TITLE:..title Contract Amendment - South Piedmont Regional Autopsy Center Guaranteed Maximum Price Approval INFORMATION CONTACT: Linda Whitaker, Facilities and Fleet Management, Assistant Director of Design and Construction, 704 -420-2626 ACTION REQUESTED: 1) Authorize the County Manager to i) negotiate and execute an agreement substantially consistent with the agenda item, ii) exercise any renewal or extension term options set forth in the Agreement, iii) terminate the Agreement if deemed in the best interest of the County, each in the County Manager’s discretion, and 2) adopt Resolution Providing Notice of Construction of the South Piedmont Regional Autopsy Center. PRIOR BOARD ACTIONS: 1) June 17, 2024, Regular Meeting, Agenda Item # 24-418 - Approved Construction Manager at Risk delivery method 2) May 05, 2025, Regular Meeting, Agenda Item # 25-215 - Approved design contract with CPL Architects and Engineers, P.C. 3) May 05, 2025, Regular Meeting, Agenda Item # 25-216 - Approved Preconstruction Services Agreement with Wharton Smith, Inc. 4) October 20, 2025, Regular Meeting, Agenda Item # 25-640 - Approved design contract amendment with CPL Architects and Engineers, P.C. BACKGROUND: This request is to approve a contract amendment with Wharton Smith, Inc. for an early release electrical package bid by Wharton Smith, Inc. for the South Piedmont Regional Autopsy Center. This request is only to purchase long lead time electrical equipment and future, “Guaranteed Maximum Price” (GMP) amendment(s) will be brought back to the Board for consideration at the appropriate time(s). This project will include a new one-story building at approximately 15,000 gsf, site work and utilities located on the parcel adjacent to the Union County Sheriff's Office campus. Below is a summary of the construction costs associated with the Construction Manager at Risk contracts: Preconstruction Services $ 111,206.00 (previously approved) GMP 01 - Early Electrical Package $ 411,600.00 (current request) FINANCIAL IMPACT: Union County, NC Printed on 4/9/2026Page 1 of 2 powered by Legistar™405 File #:26-207 Agenda Date:4/20/2026 The total cost of the Guaranteed Maximum Price Amendment, GMP 01 included in this request, is $411,600.00. Sufficient funds are available in capital account 40080222 South Piedmont Regional Autopsy Center to cover this expense. Union County, NC Printed on 4/9/2026Page 2 of 2 powered by Legistar™406 RESOLUTION OF THE UNION COUNTY BOARD OF COMMISSIONERS PROVIDING NOTICE OF THE SOUTH PIEDMONT REGIONAL AUTOPSY CENTER 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 SOUTH PIEDMONT REGIONAL AUTOPSY CENTER 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: Union County may commence construction of the SOUTH PIEDMONT REGIONAL AUTOPSY CENTER: 1. on property located at 3502 East Highway 74 Wingate, NC 28174 after the award of the construction contract for the project. 2. This resolution and notice is adopted in accordance with the construction notice requirements of G.S. § 153A-457. Adopted this the 20th day of April, 2026. Attest: Lynn West, Clerk to the Board Brain Helms, Chairman Union County Board of Commissioners 407 408 409 410 411 412 413 414 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-208 Agenda Date:4/20/2026 TITLE:..title Resolution - Surplus Vehicle Sale INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: Adopt Resolution Authorizing Surplus Property Sale by Internet Auction which 1) declares the property itemized on Attachment A as “Surplus” to the needs of Union County, 2) authorizes sale at electronic auction of the surplus property described in Attachment A as per the terms and conditions as specified in the online auction service provider contract, and 3) authorizes the Procurement Director or their designee to execute any and all documents necessary to transfer title to said property on behalf of Union County. BACKGROUND: North Carolina General Statutes allow the disposition of personal property by local governments through a variety of means including private negotiations and sale; advertisement for sealed bids; negotiated offer, advertisement, and upset bid; public auction; or exchange. In 2001, the legislature amended the Statues to provide for disposition of property through electronic auction. The sale will begin April 27, 2026, at 9:00 AM and end May 11, 2026, with incremental closings as indicated on Attachment A. A summary of the vehicle information is listed below. Additional vehicle information can be found on Attachment A. UCSO ·(1) 2014 DODGE CHARGER ·(4) 2016 DODGE CHARGER ·(1) 2017 CHEVROLET CAPRICE HHS - SOCIAL SERVICES ·(1) 2014 CHEVROLET IMPALA ·(5) 2016 CHEVROLET IMPALA UC WATER ·(1) 2014 FORD F350 Union County, NC Printed on 4/6/2026Page 1 of 2 powered by Legistar™415 File #:26-208 Agenda Date:4/20/2026 The vehicles are to be picked up at 610 Patton Avenue, Monroe, NC with the following terms of sale: 1. Sale to the highest bidder with all sales final. 2. All items sold “as is” with no warranty, expressed or implied, which extends beyond the description of the item. 3. Purchasers must remove vehicles(s) within ten (10) business days from the time and date of issuance of the Buyer’s Certificate. 4. Payment must be made online through the online auction website. Payment in full is due not later than five (5) business days from the time and date of the Buyers Certificate. Payment will not be accepted onsite. FINANCIAL IMPACT: Estimated revenue is $61,000. The revenue will be returned to the fund from which the asset came. Union County, NC Printed on 4/6/2026Page 2 of 2 powered by Legistar™416 RESOLUTION AUTHORIZING SURPLUS PROPERTY SALE BY INTERNET AUCTION WHEREAS, G.S. 160-270(c) allows Union County to sell personal property at electronic auction upon adoption of a resolution authorizing the Procurement & Contract Management Director or her designee to dispose of the property at electronic auction; and WHEREAS, the Procurement Manager has developed a list of these items as shown on Attachment “A” for review by the Board of Commissioners for disposal by electronic auction; NOW, THEREFORE, BE IT HEREBY RESOLVED by the Union County Board of Commissioners that the items of personal property included on Attachment “A” and incorporated herein by reference, be declared surplus and that the Procurement Manager or her designee be authorized to sell at electronic auction, beginning April 27, 2026, at 9:00 a.m. and ending May 11, 2026 with incremental closings as indicated on Attachment “A”, the surplus property described on Attachment “A”, as per the terms and conditions as specified in the County’s existing contract with the on-line auction Service Provider to the highest bidders. BE IT FURTHER RESOLVED that the Procurement Director or her designee is authorized to execute any and all documents necessary to transfer said property on behalf of Union County. BE IT FURTHER RESOLVED that the terms of sale applicable at the aforementioned auction of the items listed on Attachment “A” shall be as follows: 1. Sale to the highest bidder with all sales final. 2. All items sold “as is” and “where is” with no warranty, expressed or implied, which extends beyond the description of the items. 3. Purchasers must remove vehicle(s) within ten business days from the time and date of issuance of the Buyer’s Certificate. The vehicles are to be picked up at 610 Patton Avenue, Monroe, North Carolina. Purchasers shall bear sole risk of loss for all items remaining on the premises ten (10) calendars days from the time and date of issuance of the Buyer’s Certificate. 4. Payment must be made online through the on-line auction Website. Payment in full is due not later than five (5) calendar days from the time and date of the Buyer’s Certificate. Payment cannot be accepted onsite. BE IT FURTHER RESOLVED that payment of advertising and miscellaneous expenses be paid from the proceeds of the sale. Adopted this 20th day of April, 2026 ATTEST: Lynn G. West, Clerk to the Board Brian Helms, Chair 417 Attachment A Tag Number Description Serial/Parcel Mileage Department Auction Start Auction End 23-14 2014 Dodge Charger 2C3CDXAT0EH145856 151,727 UCSO 4/27/26 9:00 AM 5/11/26 9:00 AM 47-14 2014 Chevrolet Impala 2G1WA5E36E1158533 135,660 HHS - Social Services 4/27/26 9:00 AM 5/11/26 9:10 AM 05-16 2016 Chevrolet Impala 2G1WA5E30G1100615 134,593 HHS - Social Services 4/27/26 9:00 AM 5/11/26 9:20 AM 05-14 2014 Ford F350 1FD8X3DT9EEA27241 144,018 UC Water 4/27/26 9:00 AM 5/11/26 9:30 AM 37-16 2016 Dodge Charger 2C3CDXAT7GH116101 132,433 UCSO 4/27/26 9:00 AM 5/11/26 9:40 AM 69-16 2016 Dodge Charger 2C3CDXAT7GH352117 111,159 UCSO 4/27/26 9:00 AM 5/11/26 9:50 AM 50-17 2017 Chevrolet Caprice 6G3NS5U28HL302383 83,879 UCSO 4/27/26 9:00 AM 5/11/26 10:00 AM 67-16 2016 Dodge Charger 2C3CDXAT5GH352116 106,731 UCSO 4/27/26 9:00 AM 5/11/26 10:10 AM 41-16 2016 Dodge Charger 2C3CDXATXGH116108 151,556 UCSO 4/27/26 9:00 AM 5/11/26 10:20 AM 03-16 2016 Chevrolet Impala 2GAWA5E33G1100415 145,698 HHS - Social Services 4/27/26 9:00 AM 5/11/26 10:30 AM 02-16 2016 Chevrolet Impala 2G1WA5E35G1100674 142,099 HHS - Social Services 4/27/26 9:00 AM 5/11/26 10:40 AM 04-16 2016 Chevrolet Impala 2G1WA5E31G1100543 148,814 HHS - Social Services 4/27/26 9:00 AM 5/11/26 10:50 AM 28-16 2016 Chevrolet Impala 2G1WA5E30G1130066 124,271 HHS - Social Services 4/27/26 9:00 AM 5/11/26 11:00 AM 418 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-184 Agenda Date:4/20/2026 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 to the Board for review and approval. FINANCIAL IMPACT: None Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™419 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-176 Agenda Date:4/20/2026 TITLE:..title Human Resources Reports for February 2026 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 February 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™420 Name 2/9/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/7/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 UNION COUNTY PERSONNEL REPORT REPORT OF NEW HIRES February 2026 Hire Date Position 911 COMMUNICATIONS PHILLIP G BROOME TELECOMMUNICATOR I PT BOARD OF ELECTIONS JOSEPH L ALEXANDER ONE STOP OFFICE SUPPORT LINDA N BAKER ONE STOP OFFICE SUPPORT NICOLETTE J BELTZ ONE STOP OFFICE SUPPORT KAYSEY N FLANAGAN ONE STOP OFFICE SUPPORT ROBERT J GRASTA ONE STOP OFFICE SUPPORT SAMANTHA L GWEHI ONE STOP OFFICE SUPPORT TYNETTA M HARRIS ONE STOP OFFICE SUPPORT JULIE Y HELMS ONE STOP OFFICE SUPPORT MARY E HINSON ONE STOP OFFICE SUPPORT DWIGHT A HULTQUIST ONE STOP OFFICE SUPPORT ELENA V IVANOVA ONE STOP OFFICE SUPPORT JANICE E JAMES ONE STOP OFFICE SUPPORT CLYDE L JAMES ONE STOP OFFICE SUPPORT AMBER Y JOINER-HILL ONE STOP OFFICE SUPPORT DANA V LAMB ONE STOP OFFICE SUPPORT CATHERINE J LEWIS ONE STOP OFFICE SUPPORT PATRICIA A LONG ONE STOP OFFICE SUPPORT JUDY P MACEMORE ONE STOP OFFICE SUPPORT MARICIEL O MANAGO-GOLDSTEIN ONE STOP OFFICE SUPPORT COLLEEN M MCGILL ONE STOP OFFICE SUPPORT GORDON B OLIVER ONE STOP OFFICE SUPPORT CYNTHIA D SINGLETON ONE STOP OFFICE SUPPORT SARAH G SMITH ONE STOP OFFICE SUPPORT DONNA H WARD ONE STOP OFFICE SUPPORT HEATHER N WRIGHT ONE STOP OFFICE SUPPORT KENNETH W BASWELL ONE STOP OFFICE SUPPORT ELLEN D BERTELSEN ONE STOP OFFICE SUPPORT SUSAN S BORZELLECA ONE STOP OFFICE SUPPORT DAVID BORZELLECA ONE STOP OFFICE SUPPORT BRYAN A CALKIN ONE STOP OFFICE SUPPORT MINNIE L CLYBURN ONE STOP OFFICE SUPPORT CATY M DOVER ONE STOP OFFICE SUPPORT HENRY O EMEZIE ONE STOP OFFICE SUPPORT PATRICIA K FOWLER ONE STOP OFFICE SUPPORT HANNAH M GARRIS ONE STOP OFFICE SUPPORT Page 1 of 2 421 Name 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/21/26 2/23/26 2/9/26 2/23/26 2/23/26 2/9/26 2/23/26 2/23/26 2/23/26 2/9/26 2/9/26 2/23/26 2/9/26 2/23/26 2/23/26 2/23/26 2/23/26 Hire Date Position JODI A HAIGLER ONE STOP OFFICE SUPPORT ANTHONY L HAILEY ONE STOP OFFICE SUPPORT MICHAEL W HORN ONE STOP OFFICE SUPPORT DONNA J KISER ONE STOP OFFICE SUPPORT NICHOLAS J PATITSAS ONE STOP OFFICE SUPPORT JOSEPH POMYKACZ ONE STOP OFFICE SUPPORT ROBERT G RAYSOR ONE STOP OFFICE SUPPORT STEPHANIE B RINK ONE STOP OFFICE SUPPORT MARK E SNYDER ONE STOP OFFICE SUPPORT KURT K STORCK ONE STOP OFFICE SUPPORT ELLEN M WOODHAM JOHNSON ONE STOP OFFICE SUPPORT COOPERATIVE EXTENSION ASHLIN P AUSTIN VOLUNTEER & MULTIMEDIA COOR HS - BUSINESS OPERATIONS MICHELLE GARCIA PATIENT RELATIONS SPECIALIST NATALIE BENNETT PATIENT RELATIONS SPECIALIST SHACARA K MCCLELLAN-RAY ADMINISTRATIVE PROF III HS - SOCIAL SERVICES SHANNON P KROMER BEHAVIORAL HEALTH THERAPIST HS - TRANSPORTATION JOHNNY B ANDERSON TRANSPORTATION DRIVER GREGORY L NEAL TRANSPORTATION DRIVER PT SHERIFF/JAIL/FAC 80.5 HRS CONNOR R NIXON DETENTION OFFICER SHERIFF/JAIL/FACILITIES PERRY D CASKEY DEPUTY SHERIFF PT LACEY M SOWELL CRIME SCENE INVESTIGATOR REDMON W PARKER DEPUTY SHERIFF UTILITY TECHNICIAN I SOLID WASTE ROGER R SKIRVIN UTILITY SITE ATTENDANT PT GEORGE A SKENTERIS UTILITY TECHNICIAN I UCW - WATER & WASTEWATER OPS WENDELL T FELICIANO UTILITY TECHNICIAN I JACOB B KELLEY UTILITY TECHNICIAN I JUSTIN M ROBESON Page 2 of 2 422 Name WENDELL T FELICIANO 2/23/26 2/26/26 UTILITY TECHNICIAN I HS - PUBLIC HEALTH ELIZABETH A ST. MARTIN 9/13/21 2/25/26 PUBLIC HEALTH NURSE PT MATTHEW D CULBRETH 4/10/23 2/27/26 AMI TECHNICIAN UCW - WATER & WASTEWATER OPS JOHN J GALLAGHER 11/8/21 2/6/26 UTILITY TECHNICIAN I SOLID WASTE MOLLY H CARTER 10/12/20 2/20/26 SOLID WASTE COLLECTIONS SUPV UCW - UTILITY BUSINESS SVCS JOSEPH A MCCOMBS 6/3/24 2/13/26 MAINTENANCE TECHNICIAN SHERIFF/JAIL/FAC 80.5 HRS JOSEPH R WEST 8/17/20 2/5/26 DEPUTY SHERIFF HS - TRANSPORTATION MERWYN R JOYNER 10/7/13 2/20/26 TRANSPORTATION DRIVER BPT PARKS AND RECREATION WENDY D REID 7/15/24 2/26/26 ADMINISTRATIVE PROFESSIONAL II HS - SOCIAL SERVICES TAMMIE T ELLIOTT 8/26/24 2/13/26 SCHOOL SOCIAL WORKER 911 COMMUNICATIONS MARY D MADDOX 1/12/26 2/20/26 TELECOMMUNICATOR I HS - BUSINESS OPERATIONS SHERIFF/JAIL/FACILITIES PERRY M SMITH 6/2/14 2/27/26 DEPUTY SHERIFF SEPARATION FROM SERVICE JEANNINE M PARKER 2/3/20 2/27/26 PUBLIC HEALTH NURSE PUBLIC LIBRARY SHELLEY E FEARN 3/5/07 2/27/26 SENIOR LIBRARIAN UNION COUNTY PERSONNEL REPORT REPORT OF RETIREES AND SEPARATIONS FROM SERVICE February 2026 Hire Date Separation Date Position HS - PUBLIC HEALTH RETIREES Page 1 of 1 423 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-209 Agenda Date:4/20/2026 TITLE:..title Human Resources Reports for March 2026 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 March 2026. FINANCIAL IMPACT: None. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™424 Name 3/7/26 3/9/26 3/9/26 3/9/26 3/9/26 3/9/26 3/23/26 3/9/26 3/9/26 3/14/26 3/28/26 3/9/26 3/9/26 3/9/26 3/9/26 3/9/26 3/23/26 3/23/26 3/23/26 3/9/26 3/9/26 3/23/26 3/23/26 3/23/26 3/23/26MATTHEW J ROSS UTILITY TECHNICIAN I TONY A LOFTIN UTILITY TECHNICIAN I SAMUEL T ROLLINS UTILITY TECHNICIAN I GEORGE T JACKSON UTILITY TECHNICIAN I JUSTIN C BERNASH UTILITY MECHANIC I UCW - ENGINEERING HANNAH A KESSLER ASSOCIATE ENGINEER UCW - WATER & WASTEWATER OPS CODY D GORDON UTILITY TECHNICIAN I JONATHAN S MEACHAM DETENTION OFFICER GARRETT S MCKEE DETENTION OFFICER SAMANTHA D SMITH DEPUTY SHERIFF JUSTIN D FIORELLO DETENTION OFFICER KENYA GOMEZ GONZALEZ DETENTION OFFICER GABRIEL M HALLMAN DETENTION OFFICER JOHANNA G KELLER OFFICE ATTENDANT - SEASONAL SARAH I HARRELL OFFICE ATTENDANT - SEASONAL SHERIFF/JAIL/FAC 80.5 HRS CHRISTIAN D ENGLISH DETENTION OFFICER AMERICA TRUJILLO CLINICAL ASSISTANT HS - SOCIAL SERVICES KARLA G CONECHE SENIOR SOCIAL WORKER PARKS AND RECREATION MELANY L PAIZ HONG INTERN ECONOMIC DEVELOPMENT LATOYA A BILLINGS EXISTING INDUSTRY SPECIALIST HS - PUBLIC HEALTH COOPERATIVE EXTENSION ARIANA M ESPINOSA CEDENO INTERN HAILEY ROJAS INTERN BUDGET & GRANTS MANAGEMENT KYLE J GOODWIN BUDGET MANAGEMENT ANALYST BUILDING CODE ENFORCEMENT TIMOTHY M MEADOWS BUILDING INSPECTOR III UNION COUNTY PERSONNEL REPORT REPORT OF NEW HIRES March 2026 Hire Date Position BOARD OF ELECTIONS TINA D MOSLEY ONE STOP OFFICE SUPPORT Page 1 of 1 425 Name UNION COUNTY PERSONNEL REPORT REPORT OF RETIREES AND SEPARATIONS FROM SERVICE March 2026 Hire Date Separation Date Position SEPARATION FROM SERVICE PUBLIC LIBRARY JOSE O ORTIZ 5/22/06 3/31/26 911 COMMUNICATIONS CAROLYN M PEREZ MARILUZ 1/12/26 3/5/26 TELECOMMUNICATOR I BOARD OF ELECTIONS LORETTA W ELLIS 4/19/12 3/19/26 ONE STOP OFFICE SUPPORT EILEEN K BAUCOM 10/20/14 3/19/26 ONE STOP OFFICE SUPPORT PATSY H PRESSLEY 10/1/16 3/20/26 ONE STOP OFFICE SUPPORT EDWARD A ANGELONE 10/1/18 3/19/26 ONE STOP OFFICE SUPPORT CANDICE B HELMS 2/13/20 3/20/26 ONE STOP OFFICE SUPPORT HAZEL M LEAKE 2/13/20 3/20/26 ONE STOP OFFICE SUPPORT HAROLDENE H HOPPER 7/27/20 3/20/26 ONE STOP OFFICE SUPPORT HARRY C LAWRENCE 9/5/20 3/20/26 ONE STOP OFFICE SUPPORT BILLY R HUTTON 9/5/20 3/20/26 ONE STOP OFFICE SUPPORT DARLENE R LECLAIR 9/5/20 3/20/26 ONE STOP OFFICE SUPPORT KELLY C LYONS 9/26/20 3/20/26 ONE STOP OFFICE SUPPORT REBA M COVINGTON 5/16/22 3/19/26 ONE STOP OFFICE SUPPORT KARL R CROSSMAN 5/16/22 3/19/26 ONE STOP OFFICE SUPPORT HILDA G JONES 5/16/22 3/20/26 ONE STOP OFFICE SUPPORT KATHERINE K BAWIN 5/16/22 3/19/26 ONE STOP OFFICE SUPPORT DARLENE M HEAD-REEVES 5/16/22 3/20/26 ONE STOP OFFICE SUPPORT MICHAEL A DINUOVA 5/16/22 3/19/26 ONE STOP OFFICE SUPPORT LISA A HICKMON 5/16/22 3/20/26 ONE STOP OFFICE SUPPORT BESSIE R NELL 5/16/22 3/20/26 ONE STOP OFFICE SUPPORT RICHARD A CHRISTIANSEN 10/17/22 3/19/26 ONE STOP OFFICE SUPPORT LEONA E BREWER 10/17/22 3/19/26 ONE STOP OFFICE SUPPORT DAVIS S AHLSTROM 10/10/23 3/19/26 ONE STOP OFFICE SUPPORT ONE STOP OFFICE SUPPORT ROBERT K FLIPPIN 10/10/23 3/19/26 ONE STOP OFFICE SUPPORT CHRISTINE AMTHOR 10/10/23 3/19/26 ONE STOP OFFICE SUPPORT LEROY J PHILLIPS 10/11/23 3/20/26 ONE STOP OFFICE SUPPORT LAWRENCE D FARRELL 10/11/23 3/19/26 RUTH E BATIE 10/11/23 3/19/26 ONE STOP OFFICE SUPPORT RETIREES HS - SOCIAL SERVICES KAREN D CROWDER 4/4/05 3/31/26 SOCIAL WORK PROG MANAGER LIBRARY SPECIALIST Page 1 of 4 426 Name 10/11/23 3/19/26 ONE STOP OFFICE SUPPORT ONE STOP OFFICE SUPPORT MARK W HARGIS 11/6/23 3/20/26 ONE STOP OFFICE SUPPORT VERONICA DARIO Hire Date Separation Date Position JAMES R MARBLE 1/18/24 3/20/26 ONE STOP OFFICE SUPPORT LAVORIS D BEAMON 10/12/23 3/19/26 ALBERT J GARTEN 1/18/24 3/20/26 ONE STOP OFFICE SUPPORT LAUREN T HOWES 1/18/24 3/20/26 ONE STOP OFFICE SUPPORT BETH H BRANTLEY 1/27/24 3/19/26 ONE STOP OFFICE SUPPORT CINDY A DOUMAR 1/31/24 3/19/26 ONE STOP OFFICE SUPPORT ROBERT S COWAN 2/12/24 3/19/26 ONE STOP OFFICE SUPPORT CHERYL M EDWARDS 2/12/24 3/19/26 ONE STOP OFFICE SUPPORT PALLAVI MAGANTI 2/12/24 3/20/26 ONE STOP OFFICE SUPPORT SUSAN M RAPE 2/12/24 3/20/26 ONE STOP OFFICE SUPPORT NANCY P FLOWE 2/12/24 3/19/26 ONE STOP OFFICE SUPPORT BEVERLY G BOEMKER 2/12/24 3/19/26 ONE STOP OFFICE SUPPORT LAKEISHA R BLOUNT 2/26/24 3/19/26 ONE STOP OFFICE SUPPORT HEATHER A JOYNER 2/26/24 3/20/26 ONE STOP OFFICE SUPPORT LUCINDA ALLEN 3/4/24 3/19/26 ONE STOP OFFICE SUPPORT BETHYNA L MURRAY 9/9/24 3/20/26 ONE STOP OFFICE SUPPORT CARRIE L BELIN 9/9/24 3/19/26 ONE STOP OFFICE SUPPORT EDWARD L COOK 9/9/24 3/19/26 ONE STOP OFFICE SUPPORT NANCY COSENTINI 9/16/24 3/19/26 ONE STOP OFFICE SUPPORT JOSHUA R HOLLER 9/16/24 3/20/26 ONE STOP OFFICE SUPPORT PAMELA K BERNARDINI 9/16/24 3/19/26 ONE STOP OFFICE SUPPORT MARY C JACUMIN 9/16/24 3/20/26 ONE STOP OFFICE SUPPORT SCOTT F IOVINO 9/21/24 3/20/26 ONE STOP OFFICE SUPPORT BRUCE W DAVIS 9/21/24 3/19/26 ONE STOP OFFICE SUPPORT JOHN A MULLINS 9/21/24 3/20/26 ONE STOP OFFICE SUPPORT ALETA M GALUSHA 9/21/24 3/19/26 ONE STOP OFFICE SUPPORT JOANNE B PREISSER 9/30/24 3/20/26 ONE STOP OFFICE SUPPORT GEORGE S CASEY 9/30/24 3/19/26 ONE STOP OFFICE SUPPORT CHRISTINE M O'CONNOR 9/30/24 3/20/26 ONE STOP OFFICE SUPPORT MICHAEL T FRANCIN 9/30/24 3/19/26 ONE STOP OFFICE SUPPORT SAANVI KUNDU 9/30/24 3/20/26 ONE STOP OFFICE SUPPORT SANDRA S BYRUM 9/30/24 3/19/26 ONE STOP OFFICE SUPPORT SHARON R BLAND-DAVIS 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT STEPHANIE R HILL 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT LOUISE M FLYNN 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT JEFFERY W MERRIOTT 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT VICTORIAN N GREEN 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT Page 2 of 4 427 Name DOROTHY B BRANSON 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT ILISA N FERRIN 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT Hire Date Separation Date Position ANTHONY S FERRIN 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT LINNEA L REALON 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT JOANN DOYLE 10/7/24 3/19/26 ONE STOP OFFICE SUPPORT RICKY A JONES 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT NATORIAN L GREEN 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT LORETTA C MACIEJEWSKI 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT JASON S MICHEL 10/7/24 3/20/26 ONE STOP OFFICE SUPPORT CYNTHIA P GREENE 10/15/24 3/20/26 ONE STOP OFFICE SUPPORT OSDILA G BULL 10/15/24 3/19/26 ONE STOP OFFICE SUPPORT GINA L CLARK 10/15/24 3/19/26 ONE STOP OFFICE SUPPORT JULIE B LAU 10/15/24 3/20/26 ONE STOP OFFICE SUPPORT ELSA A CHACON 10/15/24 3/19/26 ONE STOP OFFICE SUPPORT MARTHA T CLARK 10/18/24 3/19/26 ONE STOP OFFICE SUPPORT CHRISTINE M ADAMS 10/21/24 3/18/26 ONE STOP OFFICE SUPPORT ELIZABETH B COOKE 10/22/24 3/19/26 ONE STOP OFFICE SUPPORT CAROLYN M BURROUGHS 10/25/24 3/19/26 ONE STOP OFFICE SUPPORT KENNEDI A MILLER 11/4/24 3/20/26 ONE STOP OFFICE SUPPORT JACQUELINE D GARY 11/4/24 3/20/26 ONE STOP OFFICE SUPPORT LESLIE A ERFE 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT BEYONCE A ATHERLY 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT GABRIELLE J GRAMLING 11/4/24 3/20/26 ONE STOP OFFICE SUPPORT TUCKER J CONKLING 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT QUINCY M JONES 11/4/24 3/20/26 ONE STOP OFFICE SUPPORT TANISHA E BOMANI 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT DOUGLAS A BUTTREY 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT JEAN BRENNAN 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT KYNDAL P IVEY 11/4/24 3/20/26 ONE STOP OFFICE SUPPORT MICHAEL F BRANDOW 11/4/24 3/19/26 ONE STOP OFFICE SUPPORT AURETIA L MULLIS 9/2/25 3/20/26 ONE STOP OFFICE SUPPORT LINDA A DEBETTA 10/6/25 3/19/26 ONE STOP OFFICE SUPPORT CARL K CREECH 10/20/25 3/19/26 ONE STOP OFFICE SUPPORT REESE G KOCELL 10/20/25 3/20/26 ONE STOP OFFICE SUPPORT SELDA OSBORNE 11/1/25 3/20/26 ONE STOP OFFICE SUPPORT MEREDITH T LEADBETTER 11/3/25 3/20/26 ONE STOP OFFICE SUPPORT COUNTY ATTORNEY'S OFFICE RAMONA L MULLET 4/27/20 3/13/26 PARALEGAL FINANCE TRINA R HORNE 1/6/25 3/27/26 ACCOUNTANT PT Page 3 of 4 428 Name HS - SOCIAL SERVICES CHANDRA Y EISON 3/13/23 3/20/26 SENIOR SOCIAL WORKER Hire Date Separation Date Position TIERRA E OWENS 4/22/24 3/17/26 SENIOR SOCIAL WORKER 3/27/26 SENIOR SOCIAL WORKER 12/4/23 3/25/26 UTILITY TECHNICIAN II TA - ASSESSMENT RHONDA E SUTHER 9/16/19 3/27/26 SENIOR LAND RECORDS SPEC PARKS AND RECREATION LANDON I SMITH 3/23/24 3/9/26 SR PARK ATTENDANT - SEASONAL PUBLIC LIBRARY DAVID J COBLE 11/3/25 3/13/26 LIBRARY ASSOCIATE PT SHERIFF/JAIL/FAC 80.5 HRS AVYON D TUFANO 11/3/25 3/9/26 DETENTION OFFICER UCW - UTILITY BUSINESS SVCS HEATHER S LANEY 11/22/21 3/5/26 CUSTOMER SERVICE SUPERVISOR UCW - WATER & WASTEWATER OPS KYLE A SHERWOOD 3/24/25 3/17/26 UTILITY TECHNICIAN I KATHRYN E KANAUER 6/7/21 3/31/26 BEHAVIORAL HEALTH THERAPIST ELIZABETH P YOPP 1/3/23 TALISHA N WALLACE 8/25/25 3/26/26 LIBRARY ASSISTANT PT AARON M WELLS 5/29/18 3/31/26 UTILITY TECHNICIAN II CONNOR T GESNER SHERIKA R BEAMON 8/28/23 3/24/26 REAL ESTATE APPRAISER I HS - TRANSPORTATION MARK P MASKE 5/5/25 3/31/26 TRANSPORTATION DRIVER PT Page 4 of 4 429 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-178 Agenda Date:4/20/2026 TITLE:..title Tax Refunds, Releases and Prorations Approved by Finance Officer INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: On September 8, 2020, the Board of Commissioners adopted a Resolution Delegating Authority for Tax Releases and Refunds of less than $100 to Union County's Finance Officer. The resolution and NC GS 105-381(b) require such refunds to be reported to the Board regarding actions taken on requests for releases or refunds. All such actions shall be recorded in the Board's minutes. NC GS 105-330.6 authorizes the tax collector to direct an order for a tax refund of prorated taxes to the county finance officer related to surrendering of registered motor vehicle plates. The finance officer shall issue a refund to the vehicle owner. The attached report is for February 2026 NCVTS releases and refunds less than $100 and prorations approved by the finance officer. FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™430 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change 001 TAX ($0.99)$0.00 022 TAX ($0.63)$0.00 003 TAX ($0.09)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.34)$0.00 002 TAX ($2.36)$0.00 Refund 001 TAX ($1.02)$0.00 022 TAX ($0.53)$0.00 003 TAX ($0.11)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.18)$0.00 002 TAX ($2.34)$0.00 Refund 001 TAX ($17.68)$0.00 026 TAX ($4.78)$0.00 003 TAX ($1.67)$0.00 005 TAX ($0.71)$0.00 004 TAX ($6.12)$0.00 002 TAX ($42.12)$0.00 Refund 001 TAX ($15.70)$0.00 200 TAX ($61.47)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.48)$0.00 005 TAX ($0.63)$0.00 004 TAX ($5.44)$0.00 002 TAX ($37.41)$0.00 Refund 001 TAX ($12.59)$0.00 020 TAX ($5.18)$0.00 003 TAX ($1.18)$0.00 005 TAX ($0.50)$0.00 004 TAX ($4.36)$0.00 002 TAX ($29.99)$0.00 Refund 001 TAX ($25.43)$0.00 600 TAX ($38.47)$0.00 023 TAX ($9.66)$0.00 003 TAX ($2.40)$0.00 005 TAX ($1.02)$0.00 004 TAX ($8.80)$0.00 002 TAX ($60.60)$0.00 Refund 001 TAX ($2.25)$0.00 600 TAX ($3.40)$0.00 023 TAX ($0.85)$0.00 003 TAX ($0.21)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.78)$0.00 002 TAX ($5.35)$0.00 Refund 001 TAX ($16.17)$0.00 019 TAX ($6.32)$0.00 003 TAX ($1.73)$0.00 005 TAX ($0.39)$0.00 004 TAX ($2.89)$0.00 002 TAX ($37.08)$0.00 Refund 001 TAX ($0.99)$0.00 600 TAX ($1.13)$0.00 023 TAX ($0.31)$0.00 003 TAX ($0.11)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.18)$0.00 002 TAX ($2.28)$0.00 Refund 001 TAX ($6.59)$0.00 600 TAX ($9.97)$0.00 023 TAX ($2.51)$0.00 003 TAX ($0.62)$0.00 005 TAX ($0.26)$0.00 004 TAX ($2.28)$0.00 002 TAX ($15.70)$0.00 Refund North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change ($0.99) ($0.63) ($0.09) ($0.04) ($0.34) 726049452 Refund Generated due to proration on Bill #0089039625-2025- 2025-0000-00 Vehicle Sold 2/17/2026 2/18/2026WINGATE, NC 28174 Proration 0089039625 VHY7860 AUTHORIZEDADCOCK, JERRY NEAL ADCOCK, JERRY NEAL 1507 MILLS HARRIS RD 2/17/2026 2/18/2026 ($1.02) ($0.53) ($0.11) ($0.02) ($0.18) ($2.34) $4.20 ($2.36) $4.45 ADCOCK, KATHERINE FAYE ADCOCK, KATHERINE FAYE 1507 MILLS HARRIS RD WINGATE, NC 28174 Proration 0065073482 THR7400 AUTHORIZED 726049464 Refund Generated due to proration on Bill #0065073482-2024- 2024-0000-00 Insurance Lapse ($17.68) ($4.78) ($1.67) ($0.71) ($6.12) 727983264 Refund Generated due to proration on Bill #0074574580-2025- 2025-0000-00 Vehicle Totalled 2/27/2026 3/3/2026WAXHAW, NC 28173 Proration 0074574580 FBY7163 AUTHORIZEDAHMAD, FUAD RAFIQUE AHMAD, FUAD RAFIQUE 9110 KINGSMEAD LN 2/13/2026 2/17/2026 ($15.70) ($61.47) $0.00 ($1.48) ($0.63) ($5.44) ($37.41) $122.13 ($42.12) $73.08 AL ACHKAR, ISSMAT NADIM AL ACHKAR, ISSMAT NADIM 2011 STONEY POINT CIR MONROE, NC 28112 Proration 0069808801 KDM8159 AUTHORIZED 846487341 Refund Generated due to proration on Bill #0069808801-2025- 2025-0000-00 Vehicle Sold ($12.59) ($5.18) ($1.18) ($0.50) ($4.36) 726417204 Refund Generated due to adjustment on Bill #0089290270- 2025-2025-0000-00 SLVG or RBLT TTL 2/19/2026INDIAN TRAIL, NC 28079 Adjustment < $100 0089290270 RLC8051 PENDINGANDRIANOV, VADIM ANDRIANOV, VADIM 1124 LIVENGOOD WAY 2/24/2026 2/25/2026 ($25.43) ($38.47) ($9.66) ($2.40) ($1.02) ($8.80) ($60.60) $146.38 ($29.99) $53.80 ASHCRAFT, OCTAVIA DENISE ASHCRAFT, OCTAVIA DENISE MARSH, MYA DENISE 2112 TREE RIDGE RD INDIAN TRAIL, NC 28079 Proration 0088073814 FRECKLES AUTHORIZED 848386413 Refund Generated due to proration on Bill #0088073814-2025- 2025-0000-00 Vehicle Totalled ($2.25) ($3.40) ($0.85) ($0.21) ($0.09)848386420 Refund Generated due to proration on Bill #0087258195-2025- 2025-0000-00 Vehicle Sold 2/24/2026 2/25/2026INDIAN TRAIL, NC 28079 Proration 0087258195 LMH3778 AUTHORIZED ASHCRAFT, OCTAVIA DENISE ASHCRAFT, OCTAVIA DENISE 2112 TREE RIDGE RD Vehicle Sold 2/6/2026 2/9/2026 ($16.17) ($6.32) ($1.73) ($0.39) ($2.89) ($37.08) $64.58 ($0.78) ($5.35) $12.93 AVALOS, ADRIANA AVALOS, ADRIANA 1107 SALEM CHURCH RD MONROE, NC 28110 Proration 0076443666 VCV8328 AUTHORIZED 724612908 Refund Generated due to proration on Bill #0076443666-2024- 2024-0000-00 ($0.99) ($1.13) ($0.31) ($0.11) ($0.02)847056770 Refund Generated due to proration on Bill #0082409584-2024- 2024-0000-00 Vehicle Sold 2/17/2026 2/18/2026INDIAN TRAIL, NC 28079 Proration 0082409584 TLA6708 AUTHORIZEDAXONOV, ALEXEY AXONOV, ALEXEY 1008 SOUTHWIND TRAIL DR SLVG or RBLT TTL 2/18/2026 ($6.59) ($9.97) ($2.51) ($0.62) ($0.26) ($2.28) ($15.70) $37.93 ($0.18) ($2.28) $5.02 AXONOV, AVELINA AXONOV, AVELINA 1008 SOUTHWIND TRAIL DR INDIAN TRAIL, NC 28079 Adjustment < $100 0089400685 VHX5479 PENDING 847264796 Refund Generated due to adjustment on Bill #0089400685- 2025-2025-0000-00 Page 1 of 12 431 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($15.00)$0.00 930 TAX ($2.67)$0.00 016 TAX ($7.54)$0.00 003 TAX ($1.42)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.19)$0.00 002 TAX ($35.72)$0.00 Refund 001 TAX ($2.72)$0.00 600 TAX ($3.08)$0.00 019 TAX ($1.06)$0.00 003 TAX ($0.29)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.49)$0.00 002 TAX ($6.24)$0.00 Refund 001 TAX ($0.99)$0.00 200 TAX ($3.05)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.11)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.18)$0.00 002 TAX ($2.27)$0.00 Refund 001 TAX ($27.07)$0.00 026 TAX ($7.32)$0.00 003 TAX ($2.55)$0.00 005 TAX ($1.08)$0.00 004 TAX ($9.37)$0.00 002 TAX ($64.52)$0.00 Refund 001 TAX ($22.23)$0.00 600 TAX ($25.20)$0.00 023 TAX ($6.98)$0.00 003 TAX ($2.39)$0.00 005 TAX ($0.53)$0.00 004 TAX ($3.98)$0.00 002 TAX ($50.97)$0.00 Refund 001 TAX ($18.75)$0.00 028 TAX ($7.67)$0.00 003 TAX ($1.77)$0.00 005 TAX ($0.75)$0.00 004 TAX ($6.49)$0.00 002 TAX ($44.67)$0.00 Refund 001 TAX ($2.22)$0.00 200 TAX ($6.85)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.24)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.40)$0.00 002 TAX ($5.10)$0.00 Refund 001 TAX ($32.23)$0.00 200 TAX ($99.25)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($3.46)$0.00 005 TAX ($0.77)$0.00 004 TAX ($5.77)$0.00 002 TAX ($73.91)$0.00 Refund 001 TAX ($8.08)$0.00 600 TAX ($9.16)$0.00 020 TAX ($2.65)$0.00 003 TAX ($0.87)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.45)$0.00 002 TAX ($18.52)$0.00 Refund ($15.00) ($2.67) ($7.54) ($1.42) ($0.60)846061832 Refund Generated due to proration on Bill #0081467731-2025- 2025-0000-00 Vehicle Sold 2/11/2026 2/12/2026MONROE, NC 28110 Proration 0081467731 VEP4960 AUTHORIZEDBAYGULOW, SERGE BAYGULOW, SERGE 7302 TESH RD Vehicle Sold 2/13/2026 2/17/2026 ($2.72) ($3.08) ($1.06) ($0.29) ($0.07) ($0.49) ($6.24) $13.95 ($5.19) ($35.72) $68.14 BENDER, KEVIN GERARD BENDER, KEVIN GERARD 2234 GENESIS DR MONROE, NC 28110 Proration 0083672065 HLK7684 AUTHORIZED 846486676 Refund Generated due to proration on Bill #0083672065-2024- 2024-0000-00 ($0.99) ($3.05) $0.00 ($0.11) ($0.02)846488076 Refund Generated due to proration on Bill #0081232113-2024- 2024-0000-00 Vehicle Sold 2/13/2026 2/17/2026MONROE, NC 28110 Proration 0081232113 HAV1802 AUTHORIZEDBERRY, DENISE MARIA BERRY, DENISE MARIA 2645 NELDA DR APT G Vehicle Totalled 2/19/2026 2/20/2026 ($27.07) ($7.32) ($2.55) ($1.08) ($9.37) ($64.52) $111.91 ($0.18) ($2.27) $6.62 BI, YEYING BI, YEYING 8720 THORNBURY PL WAXHAW, NC 28173 Proration 0051110171 AJF8550 AUTHORIZED 726418488 Refund Generated due to proration on Bill #0051110171-2025- 2025-0000-00 ($22.23) ($25.20) ($6.98) ($2.39) ($0.53)845182674 Refund Generated due to proration on Bill #0066221700-2024- 2024-0000-00 Vehicle Sold 2/5/2026 2/6/2026INDIAN TRAIL, NC 28079 Proration 0066221700 SA0052 AUTHORIZEDBOBSTEIN, JOEL BARRY BOBSTEIN, JOEL BARRY 5003 FILLY DR Vehicle Totalled 2/10/2026 2/11/2026 ($18.75) ($7.67) ($1.77) ($0.75) ($6.49) ($44.67) $80.10 ($3.98) ($50.97) $112.28 BOOTH, JEFFREY ROY BOOTH, JEFFREY ROY 7301 VERANDA DR WAXHAW, NC 28173 Proration 0063707999 JJA8858 AUTHORIZED 725012910 Refund Generated due to proration on Bill #0063707999-2025- 2025-0000-00 BOUNDS, BRUCE MICHAEL BOUNDS, BRUCE MICHAEL 3219 GALLAHER CIR MAULDIN, SC 29662 Proration 0072454278 HCA2173 AUTHORIZED 847265510 Refund Generated due to proration on Bill #0072454278-2024- 2024-0000-00 ($2.22) ($6.85) $0.00 ($0.24) ($0.05)847265496 Refund Generated due to proration on Bill #0050490047-2024- 2024-0000-00 Reg . Out of state 2/18/2026 2/19/2026MAULDIN, SC 29662 Proration 0050490047 EEE9667 AUTHORIZEDBOUNDS, BRUCE MICHAEL BOUNDS, BRUCE MICHAEL BOUNDS, TAWNEE RAYE AUGUSTEIN 3219 GALLAHER CIR BRIDGEWATER, ROBERT FREDERICK 3025 SECRET GARDEN CT Reg . Out of state 2/18/2026 2/19/2026 ($32.23) ($99.25) $0.00 ($3.46) ($0.77) ($5.77) ($73.91) $215.39 ($0.40) ($5.10) $14.86 ($1.45) ($18.52) $40.92 ($8.08) ($9.16) ($2.65) ($0.87) ($0.19)846062119 Refund Generated due to proration on Bill #0073148039-2024- 2024-0000-00 Vehicle Totalled 2/11/2026 2/12/2026INDIAN TRAIL, NC 28079 Proration 0073148039 KAA9827 AUTHORIZED BRIDGEWATER, ROBERT FREDERICK Page 2 of 12 432 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($3.98)$0.00 700 TAX ($6.69)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($1.51)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.16)$0.00 004 TAX ($1.38)$0.00 002 TAX ($9.48)$0.00 Refund 001 TAX ($26.62)$0.00 700 TAX ($44.77)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($10.94)$0.00 003 TAX ($2.51)$0.00 005 TAX ($1.06)$0.00 004 TAX ($9.21)$0.00 002 TAX ($63.43)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $5.51 $0.00 200 TAX ($14.26)$0.00 200 VEHICLE FEE ($30.00)$0.00 020 TAX $1.50 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($11.12)$0.00 500 TAX ($26.23)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($3.56)$0.00 003 TAX ($1.19)$0.00 005 TAX ($0.27)$0.00 004 TAX ($1.99)$0.00 002 TAX ($25.50)$0.00 Refund 001 TAX ($11.58)$0.00 026 TAX ($2.82)$0.00 003 TAX ($1.24)$0.00 005 TAX ($0.28)$0.00 004 TAX ($2.07)$0.00 002 TAX ($26.54)$0.00 Refund 001 TAX ($38.35)$0.00 027 TAX ($15.46)$0.00 003 TAX ($4.11)$0.00 005 TAX ($0.92)$0.00 004 TAX ($6.86)$0.00 002 TAX ($87.92)$0.00 Refund 001 TAX ($3.33)$0.00 980 TAX ($0.41)$0.00 021 TAX ($1.38)$0.00 003 TAX ($0.36)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.59)$0.00 002 TAX ($7.63)$0.00 Refund 001 TAX ($3.12)$0.00 026 TAX ($0.84)$0.00 003 TAX ($0.29)$0.00 005 TAX ($0.13)$0.00 004 TAX ($1.08)$0.00 002 TAX ($7.43)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $52.43 $0.00 200 TAX ($135.70)$0.00 200 VEHICLE FEE ($30.00)$0.00 019 TAX $15.30 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund BRUCIA, PIETRO BRUCIA, PIETRO 6192 FOUR WOOD DR MATTHEWS, NC 28104 Proration 0086165450 XNX5842 AUTHORIZED 968064664 Refund Generated due to proration on Bill #0086165450-2025- 2025-0000-00 CAROLINA FUN MACHINES INC CAROLINA FUN MACHINES INC 12056 STALLINGS COMMERCE DR Vehicle Sold 2/17/2026 2/18/2026 ($3.98) ($6.69) $0.00 ($1.51) ($0.37) ($0.16) ($1.38) ($9.48) $23.57 ($1.06) ($9.21) ($63.43) $158.54 ($26.62) ($44.77) $0.00 ($10.94) ($2.51)965631344 Refund Generated due to proration on Bill #0062670794-2025- 2025-0000-00 Vehicle Sold 2/3/2026 2/4/2026MATTHEWS, NC 28105 Proration 0062670794 JAH7383 AUTHORIZED CINICOLA, ANTONIO CINICOLA, ANTONIO 2109 BLUESTONE CT $0.00 $0.00 $0.00 $0.00 $37.25 $0.00 $5.51 ($14.26) ($30.00) $1.501086664509 Refund Generated due to adjustment on Bill #0089118029- 2025-2025-0000 Situs error 2/5/2026MONROE, NC 28110 Adjustment < $100 0089118029 MBE3395 PENDING CHARLY'S CONSTRUCTION COMPANY LLC CHARLY'S CONSTRUCTION COMPANY LLC 4305 OLD MONROE RD SUITE 1 ($0.27) ($1.99) ($25.50) $69.86 ($11.12) ($26.23) $0.00 ($3.56) ($1.19)967414312 Refund Generated due to proration on Bill #0072819677-2024- 2024-0000-00 Vehicle Sold 2/13/2026 2/17/2026WAXHAW, NC 28173 Proration 0072819677 TLA8662 AUTHORIZED ($11.58) ($2.82) ($1.24) ($0.28) ($2.07) 727984812 Refund Generated due to proration on Bill #0067052030-2024- 2024-0000-00 Vehicle Sold 2/27/2026 3/3/2026INDIAN TRAIL, NC 28079 Proration 0067052030 KBX7223 AUTHORIZEDDALMAI, ITZHAK HANAN DALMAI, ITZHAK HANAN 4812 WINDING LN 2/19/2026 2/20/2026 ($38.35) ($15.46) ($4.11) ($0.92) ($6.86) ($87.92) $153.62 ($26.54) $44.53 DEESE, KAREN COX DEESE, KAREN COX 8003 LANDSFORD RD MONROE, NC 28112 Proration 0077175738 CL61469 AUTHORIZED 726417162 Refund Generated due to proration on Bill #0077175738-2024- 2024-0000-00 Vehicle Sold ($3.33) ($0.41) ($1.38) ($0.36) ($0.08)848341333 Refund Generated due to proration on Bill #0076395352-2024- 2024-0000-00 Vehicle Sold 2/23/2026 2/24/2026MONROE, NC 28110 Proration 0076395352 KFF3809 AUTHORIZED DERRICK, DEBORAH SASSER DERRICK, DEBORAH SASSER 4006 CONCORD HWY EXCEL KIDZ INC EXCEL KIDZ INC 1736 DICKERSON BLVD STE F Vehicle Sold 2/26/2026 2/27/2026 ($3.12) ($0.84) ($0.29) ($0.13) ($1.08) ($7.43) $12.89 ($0.59) ($7.63) $13.78 DUBOSE, ROBERT PAUL DUBOSE, ROBERT PAUL DUBOSE, CYNTHIA GIGANTE 9315 CLERKENWELL DR WAXHAW, NC 28173 Proration 0009501753 VRN7054 AUTHORIZED 727706424 Refund Generated due to proration on Bill #0009501753-2025- 2025-0000-00 $0.00 $0.00 $0.00 $0.00 $97.97 $0.00 $52.43 ($135.70) ($30.00) $15.301086664347 Refund Generated due to adjustment on Bill #0089102296- 2025-2025-0000 Situs error 2/5/2026MONROE, NC 28110 Adjustment < $100 0089102296 LMT8490 PENDING Page 3 of 12 433 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($18.23)$0.00 019 TAX ($8.05)$0.00 003 TAX ($1.72)$0.00 005 TAX ($0.73)$0.00 004 TAX ($6.32)$0.00 002 TAX ($43.45)$0.00 Refund 001 TAX ($10.05)$0.00 200 TAX ($30.95)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.08)$0.00 005 TAX ($0.24)$0.00 004 TAX ($1.80)$0.00 002 TAX ($23.05)$0.00 Refund 001 TAX ($7.65)$0.00 600 TAX ($8.68)$0.00 019 TAX ($2.99)$0.00 003 TAX ($0.82)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.37)$0.00 002 TAX ($17.55)$0.00 Refund 001 TAX ($2.70)$0.00 200 TAX ($10.60)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.25)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.94)$0.00 002 TAX ($6.46)$0.00 Refund 001 TAX ($15.61)$0.00 023 TAX ($5.93)$0.00 003 TAX ($1.47)$0.00 005 TAX ($0.62)$0.00 004 TAX ($5.40)$0.00 002 TAX ($37.20)$0.00 Refund 001 TAX ($47.77)$0.00 700 TAX ($80.33)$0.00 700 VEHICLE FEE ($25.00)$0.00 020 TAX ($19.64)$0.00 003 TAX ($4.51)$0.00 005 TAX ($1.91)$0.00 004 TAX ($16.53)$0.00 002 TAX ($113.82)$0.00 Refund 001 TAX ($38.62)$0.00 600 TAX ($58.41)$0.00 020 TAX ($15.88)$0.00 003 TAX ($3.64)$0.00 005 TAX ($1.55)$0.00 004 TAX ($13.36)$0.00 002 TAX ($92.01)$0.00 Refund 001 TAX ($4.72)$0.00 800 TAX ($0.72)$0.00 026 TAX ($1.15)$0.00 003 TAX ($0.50)$0.00 005 TAX ($0.11)$0.00 004 TAX ($0.85)$0.00 002 TAX ($10.82)$0.00 Refund 001 TAX ($28.28)$0.00 026 TAX ($7.64)$0.00 003 TAX ($2.67)$0.00 005 TAX ($1.14)$0.00 004 TAX ($9.79)$0.00 002 TAX ($67.38)$0.00 Refund ($18.23) ($8.05) ($1.72) ($0.73) ($6.32) 725196240 Refund Generated due to proration on Bill #0088242910-2025- 2025-0000-00 Vehicle Sold 2/11/2026 2/13/2026MONROE, NC 28110 Proration 0088242910 WAA2122 AUTHORIZEDFAULKNER, TRENT SHAWN FAULKNER, TRENT SHAWN 4912 ROGERS RD 2/6/2026 2/9/2026 ($10.05) ($30.95) $0.00 ($1.08) ($0.24) ($1.80) ($23.05) $67.17 ($43.45) $78.50 FINCH, JOELLE COPP FINCH, JOELLE COPP 341 WHARTON ST MONROE, NC 28110 Proration 0083621713 LHZ2197 AUTHORIZED 845382566 Refund Generated due to proration on Bill #0083621713-2024- 2024-0000-00 Vehicle Totalled ($7.65) ($8.68) ($2.99) ($0.82) ($0.18)845848451 Refund Generated due to proration on Bill #0083588959-2024- 2024-0000-00 Reg . Out of state 2/10/2026 2/11/2026ALEXANDRIA, VA 22304 Proration 0083588959 RKC6313 AUTHORIZEDFLUDD, JOHNNY LEE FLUDD, JOHNNY LEE 5078 DONOVAN DR Over Assessment 2/6/2026 ($2.70) ($10.60) $0.00 ($0.25) ($0.11) ($0.94) ($6.46) $21.06 ($1.37) ($17.55) $39.24 FREEMAN, HEATHER OLINDA FREEMAN, HEATHER OLINDA 3915 N ROCKY RIVER RD MONROE, NC 28110 Adjustment < $100 0087483000 LEJ2928 PENDING 845381530 Refund Generated due to adjustment on Bill #0087483000- 2025-2025-0000-00 ($15.61) ($5.93) ($1.47) ($0.62) ($5.40) 727706574 Refund Generated due to proration on Bill #0075232786-2025- 2025-0000-00 Vehicle Sold 2/26/2026 2/27/2026INDIAN TRAIL, NC 28079 Proration 0075232786 BKL8218 AUTHORIZEDFROEBE, HELEN AMMONS FROEBE, HELEN AMMONS 7000 SHINEY BARK CT 2/6/2026 2/9/2026 ($47.77) ($80.33) ($25.00) ($19.64) ($4.51) ($1.91) ($16.53) ($113.82) $309.51 ($37.20) $66.23 GEMEDA, ABDI WAKO GEMEDA, ABDI WAKO WAKO, FALMATA ABDI 1538 SUNFLOWER FIELD PL MATTHEWS, NC 28104 Proration 0088936228 MAS3310 AUTHORIZED 966149816 Refund Generated due to proration on Bill #0088936228-2025- 2025-0000-00 Vehicle Sold ($38.62) ($58.41) ($15.88) ($3.64) ($1.55)848339919 Refund Generated due to proration on Bill #0069900790-2025- 2025-0000-00 Reg . Out of state 2/23/2026 2/24/2026FREDERICKSBUR G, VA 22407 Proration 0069900790 LIN6DV AUTHORIZEDGERARD, TIMOTHY FRANK GERARD, TIMOTHY FRANK 100 W RIVER BEND RD Vehicle Sold 2/13/2026 2/17/2026 ($4.72) ($0.72) ($1.15) ($0.50) ($0.11) ($0.85) ($10.82) $18.87 ($13.36) ($92.01) $223.47 GIBBONS, CYNTHIA ANN GIBBONS, CYNTHIA ANN GIBBONS, PETER FORREST 1020 LIGGETS DR WEDDINGTON, NC 28104 Proration 0086286331 JHE4165 AUTHORIZED 846486123 Refund Generated due to proration on Bill #0086286331-2024- 2024-0000-00 ($28.28) ($7.64) ($2.67) ($1.14) ($9.79) 726628470 Refund Generated due to proration on Bill #0087487576-2025- 2025-0000-00 Vehicle Sold 2/20/2026 2/23/2026WAXHAW, NC 28173 Proration 0087487576 LEH9365 AUTHORIZEDGIBBS, ERIC KENYON GIBBS, ERIC KENYON 1403 VENETIAN WAY DR ($67.38) $116.90 Page 4 of 12 434 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($27.18)$0.00 500 TAX ($70.13)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($11.12)$0.00 003 TAX ($2.57)$0.00 005 TAX ($1.09)$0.00 004 TAX ($9.41)$0.00 002 TAX ($64.77)$0.00 Refund 001 TAX ($3.60)$0.00 600 TAX ($4.08)$0.00 020 TAX ($1.18)$0.00 003 TAX ($0.39)$0.00 005 TAX ($0.09)$0.00 004 TAX ($0.64)$0.00 002 TAX ($8.26)$0.00 Refund 001 TAX ($0.53)$0.00 015 TAX ($0.23)$0.00 003 TAX ($0.05)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.19)$0.00 002 TAX ($1.27)$0.00 Refund 001 TAX ($3.17)$0.00 200 TAX ($9.75)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.34)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.57)$0.00 002 TAX ($7.26)$0.00 Refund 001 TAX ($145.58)$0.00 500 TAX ($343.45)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($46.65)$0.00 003 TAX ($15.61)$0.00 005 TAX ($3.48)$0.00 004 TAX ($26.05)$0.00 002 TAX ($333.81)$0.00 Refund 001 TAX ($18.24)$0.00 015 TAX ($6.17)$0.00 003 TAX ($1.96)$0.00 005 TAX ($0.44)$0.00 004 TAX ($3.26)$0.00 002 TAX ($41.82)$0.00 Refund 001 TAX ($3.19)$0.00 800 TAX ($0.99)$0.00 026 TAX ($0.87)$0.00 003 TAX ($0.30)$0.00 005 TAX ($0.13)$0.00 004 TAX ($1.10)$0.00 002 TAX ($7.61)$0.00 Refund 001 TAX ($30.99)$0.00 015 TAX ($13.07)$0.00 003 TAX ($2.92)$0.00 005 TAX ($1.24)$0.00 004 TAX ($10.72)$0.00 002 TAX ($73.84)$0.00 Refund 001 TAX ($10.29)$0.00 700 TAX ($13.62)$0.00 020 TAX ($3.37)$0.00 003 TAX ($1.10)$0.00 005 TAX ($0.24)$0.00 004 TAX ($1.84)$0.00 002 TAX ($23.60)$0.00 Refund 001 TAX ($29.61)$0.00 026 TAX ($8.01)$0.00 003 TAX ($2.79)$0.00 005 TAX ($1.18)$0.00 004 TAX ($10.25)$0.00 002 TAX ($70.54)$0.00 Refund 2/4/2026 2/5/2026 ($27.18) ($70.13) $0.00 ($11.12) ($2.57) ($1.09) ($9.41) ($64.77) $186.27 GREEN, SUSAN HARDING GREEN, SUSAN HARDING 239 CREEKWALK DR TRAVELERS REST, SC 29690 Proration 0075622974 KMB2898 AUTHORIZED 965728520 Refund Generated due to proration on Bill #0075622974-2025- 2025-0000-00 Vehicle Sold ($3.60) ($4.08) ($1.18) ($0.39) ($0.09)849313801 Refund Generated due to proration on Bill #0017946478-2024- 2024-0000-00 Vehicle Sold 2/27/2026 3/3/2026MATTHEWS, NC 28104 Proration 0017946478 VTN1452 AUTHORIZED HAGUE, DOUGLAS CHARLES HAGUE, DOUGLAS CHARLES 4042 CAMROSE CROSSING LN Vehicle Sold 2/18/2026 2/19/2026 ($0.53) ($0.23) ($0.05) ($0.02) ($0.19) ($1.27) $2.29 ($0.64) ($8.26) $18.24 HESS, WILLIAM E III HESS, WILLIAM E III 2419 ABUNDANCE LN WAXHAW, NC 28173 Proration 0055020080 7D9548 AUTHORIZED 726227532 Refund Generated due to proration on Bill #0055020080-2025- 2025-0000-00 HOFFMAN, ROBERT WILLIAM HOFFMAN, ROBERT WILLIAM HOFFMAN, MARYAM ASHLEY 8702 DEAKIN CT WAXHAW, NC 28173 Proration 0077856469 KJN5374 AUTHORIZED 969929944 Refund Generated due to proration on Bill #0077856469-2024- 2024-0000-00 ($3.17) ($9.75) $0.00 ($0.34) ($0.07)848690584 Refund Generated due to proration on Bill #0083127509-2024- 2024-0000-00 Vehicle Sold 2/25/2026 2/26/2026MONROE, NC 28110 Proration 0083127509 LHP2402 AUTHORIZEDHIBBARD, JULIE ANN HIBBARD, JULIE ANN 3013 WAYCROSS DR Vehicle Sold 2/25/2026 2/26/2026 ($145.58) ($343.45) $0.00 ($46.65) ($15.61) ($3.48) ($26.05) ($333.81) $914.63 ($0.57) ($7.26) $21.16 ($18.24) ($6.17) ($1.96) ($0.44) ($3.26) 727149804 Refund Generated due to proration on Bill #0061376878-2024- 2024-0000-00 Vehicle Sold 2/23/2026 2/24/2026MONROE, NC 28112 Proration 0061376878 JEM5036 AUTHORIZEDHOGAN, RICHARD ALLEN HOGAN, RICHARD ALLEN 1908 SAYE BROOK DR 2/4/2026 ($3.19) ($0.99) ($0.87) ($0.30) ($0.13) ($1.10) ($7.61) $14.19 ($41.82) $71.89 HOLMES, BECKY LYNN HOLMES, BECKY LYNN 225 OLD MILL RD WAXHAW, NC 28173 Adjustment < $100 0081742314 YZ2098 PENDING 845013463 Refund Generated due to adjustment on Bill #0081742314- 2025-2025-0000-00 Over Assessment ($30.99) ($13.07) ($2.92) ($1.24) ($10.72) 725012970 Refund Generated due to proration on Bill #0080317294-2025- 2025-0000-00 Vehicle Sold 2/10/2026 2/11/2026MONROE, NC 28112 Proration 0080317294 HFD7152 AUTHORIZED HOWARD, LAWARANCE BRYAN HOWARD, LAWARANCE BRYAN 4328 DEERFIELD DR 2/6/2026 2/9/2026 ($10.29) ($13.62) ($3.37) ($1.10) ($0.24) ($1.84) ($23.60) $54.06 ($73.84) $132.78 ICENHOUR, MAKAYLA SHAYNE ICENHOUR, MAKAYLA SHAYNE 1001 MAY APPLE DR MATTHEWS, NC 28104 Proration 0084368117 MAKWM AUTHORIZED 845381138 Refund Generated due to proration on Bill #0084368117-2024- 2024-0000-00 Vehicle Sold ($29.61) ($8.01) ($2.79) ($1.18) ($10.25) 725371746 Refund Generated due to proration on Bill #0073677847-2025- 2025-0000-00 Vehicle Sold 2/12/2026 2/13/2026WAXHAW, NC 28173 Proration 0073677847 TLP8375 AUTHORIZEDIZZO, ANTHONY IZZO, ANTHONY 1004 FIVE LEAF LN ($70.54) $122.38 Page 5 of 12 435 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($3.91)$0.00 600 TAX ($5.91)$0.00 020 TAX ($1.61)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.16)$0.00 004 TAX ($1.35)$0.00 002 TAX ($9.31)$0.00 Refund 001 TAX ($6.87)$0.00 500 TAX ($17.72)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.81)$0.00 003 TAX ($0.65)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.37)$0.00 002 TAX ($16.36)$0.00 Refund 001 TAX ($32.72)$0.00 800 TAX ($10.19)$0.00 026 TAX ($8.85)$0.00 003 TAX ($3.08)$0.00 005 TAX ($1.31)$0.00 004 TAX ($11.32)$0.00 002 TAX ($77.95)$0.00 Refund 001 TAX ($25.79)$0.00 200 TAX ($100.97)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($2.43)$0.00 005 TAX ($1.03)$0.00 004 TAX ($8.93)$0.00 002 TAX ($61.45)$0.00 Refund 001 TAX ($21.07)$0.00 015 TAX ($8.89)$0.00 003 TAX ($1.99)$0.00 005 TAX ($0.84)$0.00 004 TAX ($7.29)$0.00 002 TAX ($50.19)$0.00 Refund 001 TAX ($28.09)$0.00 700 TAX ($37.17)$0.00 020 TAX ($9.21)$0.00 003 TAX ($3.01)$0.00 005 TAX ($0.67)$0.00 004 TAX ($5.03)$0.00 002 TAX ($64.40)$0.00 Refund 001 TAX ($19.83)$0.00 101 TAX ($9.72)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($4.83)$0.00 003 TAX ($2.13)$0.00 005 TAX ($0.47)$0.00 004 TAX ($3.55)$0.00 002 TAX ($45.45)$0.00 Refund 001 TAX ($26.47)$0.00 028 TAX ($8.48)$0.00 003 TAX ($2.84)$0.00 005 TAX ($0.63)$0.00 004 TAX ($4.74)$0.00 002 TAX ($60.70)$0.00 Refund 001 TAX ($26.69)$0.00 020 TAX ($8.75)$0.00 003 TAX ($2.86)$0.00 005 TAX ($0.64)$0.00 004 TAX ($4.77)$0.00 002 TAX ($61.20)$0.00 Refund JONES, JONATHAN DENNIS JONES, JONATHAN DENNIS JONES, PATRICIA KIRKLEY 4045 WHIPCORD DR 2/9/2026 2/10/2026 ($3.91) ($5.91) ($1.61) ($0.37) ($0.16) ($1.35) ($9.31) $22.62 JONES, DAVID GEORGE JONES, DAVID GEORGE 1006 IVY WAY INDIAN TRAIL, NC 28079 Proration 0088652432 VHX4772 AUTHORIZED 845820178 Refund Generated due to proration on Bill #0088652432-2025- 2025-0000-00 Vehicle Sold ($0.27) ($2.37) ($16.36) $47.05 ($6.87) ($17.72) $0.00 ($2.81) ($0.65)969929872 Refund Generated due to proration on Bill #0087041908-2025- 2025-0000-00 Vehicle Sold 2/25/2026 2/26/2026WAXHAW, NC 28173 Proration 0087041908 VEW4401 AUTHORIZED ($32.72) ($10.19) ($8.85) ($3.08) ($1.31)847487158 Refund Generated due to proration on Bill #0079944574-2025- 2025-0000-00 Vehicle Sold 2/19/2026 2/20/2026WAXHAW, NC 28173 Proration 0079944574 VEL4869 AUTHORIZEDKELLER, STEVEN BRIAN KELLER, STEVEN BRIAN 733 LOCHAVEN RD Vehicle Totalled 2/25/2026 2/26/2026 ($25.79) ($100.97) $0.00 ($2.43) ($1.03) ($8.93) ($61.45) $200.60 ($11.32) ($77.95) $145.42 KOLOTH, SUDHISH KOLOTH, SUDHISH 4303 INNISFREE CT INDIAN TRAIL, NC 28079 Proration 0073274475 KCP3593 AUTHORIZED 848688687 Refund Generated due to proration on Bill #0073274475-2025- 2025-0000-00 ($21.07) ($8.89) ($1.99) ($0.84) ($7.29) 727706052 Refund Generated due to adjustment on Bill #0089488845- 2025-2025-0000-00 SLVG or RBLT TTL 2/26/2026MONROE, NC 28112 Adjustment < $100 0089488845 MBD3949 PENDINGKORVINK, JULIAN ARIE KORVINK, JULIAN ARIE 1501 BRADLEY DR LAUGHLIN, WILLIAM BRANTLY LAUGHLIN, WILLIAM BRANTLY 2207 CAMERON BLVD 2/23/2026 2/24/2026 ($28.09) ($37.17) ($9.21) ($3.01) ($0.67) ($5.03) ($64.40) $147.58 ($50.19) $90.27 KOTAMSETTY, RAMA MANOHAR KOTAMSETTY, RAMA MANOHAR 604 BAILEY MILLS DR STALLINGS, NC 28104 Proration 0085416980 LKE5043 AUTHORIZED 848339947 Refund Generated due to proration on Bill #0085416980-2024- 2024-0000-00 Vehicle Totalled ($0.47) ($3.55) ($45.45) $85.98 ($19.83) ($9.72) $0.00 ($4.83) ($2.13)969532200 Refund Generated due to proration on Bill #0039718701-2024- 2024-0000-00 Reg . Out of state 2/23/2026 2/24/2026 ISLE OF PALMS, SC 29451 Proration 0039718701 KCATUK AUTHORIZED ($26.47) ($8.48) ($2.84) ($0.63) ($4.74) 724296534 Refund Generated due to proration on Bill #0060036457-2024- 2024-0000-00 Vehicle Sold 2/4/2026 2/5/2026WAXHAW, NC 28173 Proration 0060036457 YEAH0KAY AUTHORIZED LEHECKA, GERALD EDWARD JR LEHECKA, GERALD EDWARD JR 6922 SPRUCE PINE TRL 2/19/2026 2/20/2026 ($26.69) ($8.75) ($2.86) ($0.64) ($4.77) ($61.20) $104.91 ($60.70) $103.86 MARTIN, LAUREN ELIZABETH MARTIN, LAUREN ELIZABETH 5913 TROPHY LOOP LAKELAND, FL 33811 Proration 0077304328 RHD9843 AUTHORIZED 726418494 Refund Generated due to proration on Bill #0077304328-2024- 2024-0000-00 Reg . Out of state Page 6 of 12 436 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($1.11)$0.00 700 TAX ($1.87)$0.00 700 VEHICLE FEE $0.00 $0.00 020 TAX ($0.46)$0.00 003 TAX ($0.10)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.38)$0.00 002 TAX ($2.65)$0.00 Refund 001 TAX ($12.51)$0.00 200 TAX ($38.53)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.34)$0.00 005 TAX ($0.30)$0.00 004 TAX ($2.24)$0.00 002 TAX ($28.69)$0.00 Refund 001 TAX ($15.07)$0.00 500 TAX ($38.88)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($6.17)$0.00 003 TAX ($1.42)$0.00 005 TAX ($0.60)$0.00 004 TAX ($5.22)$0.00 002 TAX ($35.91)$0.00 Refund 001 TAX ($13.84)$0.00 600 TAX ($20.94)$0.00 023 TAX ($5.26)$0.00 003 TAX ($1.31)$0.00 005 TAX ($0.56)$0.00 004 TAX ($4.79)$0.00 002 TAX ($32.98)$0.00 Refund 001 TAX ($5.72)$0.00 015 TAX ($1.93)$0.00 003 TAX ($0.61)$0.00 005 TAX ($0.14)$0.00 004 TAX ($1.03)$0.00 002 TAX ($13.12)$0.00 Refund 001 TAX ($11.56)$0.00 017 TAX ($4.17)$0.00 003 TAX ($1.24)$0.00 005 TAX ($0.27)$0.00 004 TAX ($2.07)$0.00 002 TAX ($26.50)$0.00 Refund 001 TAX ($4.43)$0.00 600 TAX ($5.02)$0.00 020 TAX ($1.45)$0.00 003 TAX ($0.47)$0.00 005 TAX ($0.10)$0.00 004 TAX ($0.79)$0.00 002 TAX ($10.15)$0.00 Refund 001 TAX ($48.19)$0.00 600 TAX ($72.89)$0.00 023 TAX ($18.31)$0.00 003 TAX ($4.55)$0.00 005 TAX ($1.93)$0.00 004 TAX ($16.68)$0.00 002 TAX ($114.81)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($35.16)$0.00 200 VEHICLE FEE ($30.00)$0.00 018 TAX $5.35 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund MAYES, BLADON RICHARD MAYES, BLADON RICHARD 2520 COATSDALE LN ($0.05) ($0.38) ($2.65) $6.62 ($1.11) ($1.87) $0.00 ($0.46) ($0.10)969531472 Refund Generated due to proration on Bill #0040734805-2025- 2025-0000-00 Vehicle Sold 2/23/2026 2/24/2026MATTHEWS, NC 28104 Proration 0040734805 PHR4305 AUTHORIZED MCGLOHON, MAX DANIEL MCGLOHON, MAX DANIEL 1432 GREAT RD WAXHAW, NC 28173 Proration 0067838701 CCS9187 AUTHORIZED 966684088 Refund Generated due to proration on Bill #0067838701-2025- 2025-0000-00 ($12.51) ($38.53) $0.00 ($1.34) ($0.30)844926831 Refund Generated due to proration on Bill #0075287931-2024- 2024-0000-00 Vehicle Sold 2/3/2026 2/4/2026MONROE, NC 28110 Proration 0075287931 MST AUTHORIZEDMCDOWELL, TRACY LYNN MCDOWELL, TRACY LYNN 1912 STEELE ST Vehicle Sold 2/10/2026 2/11/2026 ($15.07) ($38.88) $0.00 ($6.17) ($1.42) ($0.60) ($5.22) ($35.91) $103.27 ($2.24) ($28.69) $83.61 ($13.84) ($20.94) ($5.26) ($1.31) ($0.56)845381712 Refund Generated due to proration on Bill #0086530666-2025- 2025-0000-00 Vehicle Sold 2/6/2026 2/9/2026INDIAN TRAIL, NC 28079 Proration 0086530666 HCB6705 AUTHORIZED MCKNIGHT, DANIELLE CHRISTINE MCKNIGHT, DANIELLE CHRISTINE MCKNIGHT, PETER SINCLAIR 1603 SARATOGA BLVD Vehicle Sold 2/9/2026 2/10/2026 ($5.72) ($1.93) ($0.61) ($0.14) ($1.03) ($13.12) $22.55 ($4.79) ($32.98) $79.68 MCNULTY, JULIE ANN MCNULTY, JULIE ANN 3228 KAREN LN MONROE, NC 28110 Proration 0048199762 EDW8504 AUTHORIZED 724988928 Refund Generated due to proration on Bill #0048199762-2024- 2024-0000-00 MEHTA, AMIT BIPINCHANDRA MEHTA, AMIT BIPINCHANDRA 1015 AINSDALE DR MATTHEWS, NC 28104 Proration 0064579165 TEJ9725 AUTHORIZED 846062315 Refund Generated due to proration on Bill #0064579165-2024- 2024-0000-00 Vehicle Sold ($11.56) ($4.17) ($1.24) ($0.27) ($2.07) 726049584 Refund Generated due to proration on Bill #0083465483-2024- 2024-0000-00 Vehicle Sold 2/17/2026 2/18/2026MARSHVILLE, NC 28103 Proration 0083465483 EB6640 AUTHORIZEDMECHANICAL ADVANTAGE INC MECHANICAL ADVANTAGE INC 7222 LONNIE LITTLE RD MELNYCHENKO, PETRO MELNYCHENKO, YURII 4108 NEW CASTLE LN 2/11/2026 2/12/2026 ($4.43) ($5.02) ($1.45) ($0.47) ($0.10) ($0.79) ($10.15) $22.41 ($26.50) $45.81 ($16.68) ($114.81) $277.36 MOORE, WINTER NICOLE MOORE, WINTER NICOLE 924 MARSHVILLE OLIVE BRAN CH RD MARSHVILLE, NC 28103 Adjustment < $100 0089149153 FLD6108 PENDING 965923944 Refund Generated due to adjustment on Bill #0089149153- 2025-2025-0000 ($48.19) ($72.89) ($18.31) ($4.55) ($1.93)845848486 Refund Generated due to proration on Bill #0087007675-2025- 2025-0000-00 Vehicle Sold 2/10/2026 2/11/2026MONROE, NC 28110 Proration 0087007675 RHR2107 AUTHORIZEDMELNYCHENKO, PETRO Situs error 2/5/2026 $0.00 ($35.16) ($30.00) $5.35 $0.00 $0.00 $0.00 $0.00 $59.81 Page 7 of 12 437 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($134.37)$0.00 500 TAX ($346.70)$0.00 500 VEHICLE FEE ($25.00)$0.00 028 TAX ($54.99)$0.00 003 TAX ($12.67)$0.00 005 TAX ($5.38)$0.00 004 TAX ($46.50)$0.00 002 TAX ($320.15)$0.00 Refund 001 TAX ($3.07)$0.00 200 TAX ($9.44)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.33)$0.00 005 TAX ($0.07)$0.00 004 TAX ($0.55)$0.00 002 TAX ($7.03)$0.00 Refund 001 TAX ($10.37)$0.00 022 TAX ($6.64)$0.00 003 TAX ($0.98)$0.00 005 TAX ($0.41)$0.00 004 TAX ($3.59)$0.00 002 TAX ($24.72)$0.00 Refund 001 TAX ($34.38)$0.00 970 TAX ($3.47)$0.00 026 TAX ($8.38)$0.00 003 TAX ($3.68)$0.00 005 TAX ($0.82)$0.00 004 TAX ($6.15)$0.00 002 TAX ($78.82)$0.00 Refund 001 TAX ($12.07)$0.00 026 TAX ($3.27)$0.00 003 TAX ($1.14)$0.00 005 TAX ($0.48)$0.00 004 TAX ($4.18)$0.00 002 TAX ($28.76)$0.00 Refund 001 TAX ($7.18)$0.00 026 TAX ($1.94)$0.00 003 TAX ($0.67)$0.00 005 TAX ($0.28)$0.00 004 TAX ($2.48)$0.00 002 TAX ($17.09)$0.00 Refund 001 TAX ($33.78)$0.00 600 TAX ($38.29)$0.00 020 TAX ($11.08)$0.00 003 TAX ($3.62)$0.00 005 TAX ($0.81)$0.00 004 TAX ($6.04)$0.00 002 TAX ($77.46)$0.00 Refund 001 TAX ($5.27)$0.00 600 TAX ($5.97)$0.00 020 TAX ($1.73)$0.00 003 TAX ($0.56)$0.00 005 TAX ($0.13)$0.00 004 TAX ($0.94)$0.00 002 TAX ($12.08)$0.00 Refund 001 TAX ($10.78)$0.00 600 TAX ($16.30)$0.00 020 TAX ($4.43)$0.00 003 TAX ($1.02)$0.00 005 TAX ($0.43)$0.00 004 TAX ($3.73)$0.00 002 TAX ($25.68)$0.00 Refund 001 TAX ($10.88)$0.00 800 TAX ($1.67)$0.00 026 TAX ($2.65)$0.00 003 TAX ($1.17)$0.00 005 TAX ($0.26)$0.00 004 TAX ($1.95)$0.00 002 TAX ($24.94)$0.00 Refund MORGUN, VADYM MORGUN, VADYM 3105 BIDWELL AVE ($5.38) ($46.50) ($320.15) $945.76 ($134.37) ($346.70) ($25.00) ($54.99) ($12.67)969533896 Refund Generated due to proration on Bill #0089267948-2025- 2025-0000-00 Other Errors 2/23/2026 2/24/2026WAXHAW, NC 28173 Proration 0089267948 LKN5490 AUTHORIZED ($3.07) ($9.44) $0.00 ($0.33) ($0.07)846062714 Refund Generated due to proration on Bill #0053191931-2024- 2024-0000-00 Vehicle Sold 2/11/2026 2/12/2026INDIAN TRAIL, NC 28079 Proration 0053191931 HCT3837 AUTHORIZEDNASH, ERIC JORDAN NASH, ERIC JORDAN 1007 DAWN LIGHT RD Vehicle Sold 2/18/2026 2/19/2026 ($10.37) ($6.64) ($0.98) ($0.41) ($3.59) ($24.72) $46.71 ($0.55) ($7.03) $20.49 NEAL, GREGORY LAMONT NEAL, GREGORY LAMONT 1718 MCINTYRE RD WINGATE, NC 28174 Proration 0087692450 LLV8551 AUTHORIZED 726226962 Refund Generated due to proration on Bill #0087692450-2025- 2025-0000-00 ($34.38) ($3.47) ($8.38) ($3.68) ($0.82)846485934 Refund Generated due to proration on Bill #0084117779-2024- 2024-0000-00 Vehicle Sold 2/13/2026 2/17/2026MONROE, NC 28110 Proration 0084117779 KKA7531 AUTHORIZEDNOWAK, ROBERT GRZEGORZ NOWAK, ROBERT GRZEGORZ 708 HOUSTON DR Vehicle Sold 2/4/2026 2/5/2026 ($12.07) ($3.27) ($1.14) ($0.48) ($4.18) ($28.76) $49.90 ($6.15) ($78.82) $135.70 NYDISH, STEVEN ARNOLD NYDISH, STEVEN ARNOLD 5816 LINDLEY CRESCENT DR INDIAN TRAIL, NC 28079 Proration 0069002044 KMP4046 AUTHORIZED 724296930 Refund Generated due to proration on Bill #0069002044-2025- 2025-0000-00 ($7.18) ($1.94) ($0.67) ($0.28) ($2.48) 726417138 Refund Generated due to adjustment on Bill #0089306858- 2025-2025-0000-00 SLVG or RBLT TTL 2/19/2026WAXHAW, NC 28173 Adjustment < $100 0089306858 WAT6373 PENDINGORIGEL, RAUL EDUARDO JR ORIGEL, RAUL EDUARDO JR 303 RANELAGH DR 2/6/2026 2/9/2026 ($33.78) ($38.29) ($11.08) ($3.62) ($0.81) ($6.04) ($77.46) $171.08 ($17.09) $29.64 PAIGE, ANDREA PHELPS PAIGE, ANDREA PHELPS 1015 MASTER GUNNER CT INDIAN TRAIL, NC 28079 Proration 0085182159 KBN4628 AUTHORIZED 845382272 Refund Generated due to proration on Bill #0085182159-2024- 2024-0000-00 Vehicle Sold ($5.27) ($5.97) ($1.73) ($0.56) ($0.13)845382286 Refund Generated due to proration on Bill #0075746345-2024- 2024-0000-00 Vehicle Sold 2/6/2026 2/9/2026INDIAN TRAIL, NC 28079 Proration 0075746345 JDS4701 AUTHORIZEDPAIGE, ANDREA PHELPS PAIGE, ANDREA PHELPS 1015 MASTER GUNNER CT Vehicle Sold 2/19/2026 2/20/2026 ($10.78) ($16.30) ($4.43) ($1.02) ($0.43) ($3.73) ($25.68) $62.37 ($0.94) ($12.08) $26.68 PALMIERI, ADRIAN ANTONIO PALMIERI, ADRIAN ANTONIO 3001 LINSTEAD DR INDIAN TRAIL, NC 28079 Proration 0088978220 LMH7160 AUTHORIZED 847487725 Refund Generated due to proration on Bill #0088978220-2025- 2025-0000-00 ($10.88) ($1.67) ($2.65) ($1.17) ($0.26)849314389 Refund Generated due to proration on Bill #0069981807-2024- 2024-0000-00 Vehicle Totalled 2/27/2026 3/3/2026MATTHEWS, NC 28104 Proration 0069981807 1AARAV AUTHORIZEDPARIKH, NIRAV VIJAY PARIKH, NIRAV VIJAY PARIKH, HIRAL NIRAV 200 PUMPKIN SEED CT ($1.95) ($24.94) $43.52 Page 8 of 12 438 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($4.12)$0.00 101 TAX ($2.02)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($1.00)$0.00 003 TAX ($0.44)$0.00 005 TAX ($0.10)$0.00 004 TAX ($0.73)$0.00 002 TAX ($9.45)$0.00 Refund 001 TAX ($12.14)$0.00 015 TAX ($4.11)$0.00 003 TAX ($1.30)$0.00 005 TAX ($0.29)$0.00 004 TAX ($2.18)$0.00 002 TAX ($27.85)$0.00 Refund 001 TAX ($0.37)$0.00 800 TAX ($0.12)$0.00 026 TAX ($0.10)$0.00 003 TAX ($0.03)$0.00 005 TAX ($0.01)$0.00 004 TAX ($0.13)$0.00 002 TAX ($0.89)$0.00 Refund 001 TAX ($1.17)$0.00 200 TAX ($4.58)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.11)$0.00 005 TAX ($0.05)$0.00 004 TAX ($0.40)$0.00 002 TAX ($2.79)$0.00 Refund 001 TAX ($0.68)$0.00 600 TAX ($0.77)$0.00 020 TAX ($0.22)$0.00 003 TAX ($0.07)$0.00 005 TAX ($0.02)$0.00 004 TAX ($0.12)$0.00 002 TAX ($1.56)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($63.80)$0.00 200 VEHICLE FEE ($30.00)$0.00 024 TAX $9.37 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($3.84)$0.00 024 TAX ($2.21)$0.00 003 TAX ($0.37)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.33)$0.00 002 TAX ($9.16)$0.00 Refund 001 TAX ($53.51)$0.00 500 TAX ($138.07)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($21.90)$0.00 003 TAX ($5.05)$0.00 005 TAX ($2.14)$0.00 004 TAX ($18.52)$0.00 002 TAX ($127.49)$0.00 Refund 001 TAX ($14.74)$0.00 200 TAX ($57.69)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($1.39)$0.00 005 TAX ($0.59)$0.00 004 TAX ($5.10)$0.00 002 TAX ($35.12)$0.00 Refund PASULA, SANTHOSH KUMAR PASULA, SANTHOSH KUMAR 1017 FIRETHORNE CLUB DR WAXHAW, NC 28173 Proration 0084159195 9F3181 AUTHORIZED 968555856 Refund Generated due to proration on Bill #0084159195-2024- 2024-0000-00 Vehicle Sold 2/19/2026 2/20/2026 ($4.12) ($2.02) $0.00 ($1.00) ($0.44) ($0.10) ($0.73) ($9.45) $17.86 PERRY, SCOTT MITCHELL PERRY, SCOTT MITCHELL 628 BRANDY CT WAXHAW, NC 28173 Proration 0039756539 60669 AUTHORIZED 847056574 Refund Generated due to proration on Bill #0039756539-2025- 2025-0000-00 Vehicle Sold ($12.14) ($4.11) ($1.30) ($0.29) ($2.18) 724296018 Refund Generated due to proration on Bill #0037515870-2024- 2024-0000-00 Vehicle Sold 2/4/2026 2/5/2026WAXHAW, NC 28173 Proration 0037515870 EEN9158 AUTHORIZED PATEL, CHETANABEN SHAILESHKUMA PATEL, CHETANABEN SHAILESHKUMA 1200 WYNHURST DR PIEVNIEVA, USTYNA 3411 SECREST LNDG 2/17/2026 2/18/2026 ($0.37) ($0.12) ($0.10) ($0.03) ($0.01) ($0.13) ($0.89) $1.65 ($27.85) $47.87 ($0.40) ($2.79) $9.10 ROBBINS, KENNETH WAYNE ROBBINS, KENNETH WAYNE 340 CHESTNUT PKWY APT 2108 INDIAN TRAIL, NC 28079 Proration 0084549742 TVK7337 AUTHORIZED 848386462 Refund Generated due to proration on Bill #0084549742-2024- 2024-0000-00 ($1.17) ($4.58) $0.00 ($0.11) ($0.05)847733201 Refund Generated due to proration on Bill #0086423174-2025- 2025-0000-00 Vehicle Sold 2/20/2026 2/23/2026MONROE, NC 28110 Proration 0086423174 VFZ2636 AUTHORIZEDPIEVNIEVA, USTYNA RYC ROOFING CONSTRUCTION LLC RYC ROOFING CONSTRUCTION LLC 3113 OLD PAGELAND RD Vehicle Sold 2/24/2026 2/25/2026 ($0.68) ($0.77) ($0.22) ($0.07) ($0.02) ($0.12) ($1.56) $3.44 $0.00 $0.00 $0.00 $84.43 $0.00 ($63.80) ($30.00) $9.37 $0.00965924000 Refund Generated due to adjustment on Bill #0089132389- 2025-2025-0000 Situs error 2/5/2026WINGATE, NC 28174 Adjustment < $100 0089132389 MBK2387 PENDING ($3.84) ($2.21) ($0.37) ($0.15) ($1.33) 727983696 Refund Generated due to adjustment on Bill #0046492851- 2025-2025-0000-00 Over Assessment 2/27/2026MONROE, NC 28112 Adjustment < $100 0046492851 FLW5047 PENDING SAUCIUC, JULIANA JANTZEN SAUCIUC, JULIANA JANTZEN 4447 OLD PAGELAND MONROE RD 2/6/2026 2/9/2026 ($53.51) ($138.07) $0.00 ($21.90) ($5.05) ($2.14) ($18.52) ($127.49) $366.68 ($9.16) $17.06 SCHOEN- WHITLEY, BROOKE JORDAN SCHOEN- WHITLEY, BROOKE JORDAN WHITLEY, BRENTON CHASE 1920 CHATOOKA LN WAXHAW, NC 28173 Proration 0076029813 M0MLIFE4 AUTHORIZED 966151160 Refund Generated due to proration on Bill #0076029813-2025- 2025-0000-00 Vehicle Sold ($14.74) ($57.69) $0.00 ($1.39) ($0.59)845848759 Refund Generated due to proration on Bill #0086721783-2025- 2025-0000-00 Reg . Out of state 2/10/2026 2/11/2026PAGELAND, SC 29728 Proration 0086721783 LJP4747 AUTHORIZEDSLATER, BRITNEY SLATER, BRITNEY SLATER, DAWNN DESHAWN 113 CHARLESTON GRAY WAY ($5.10) ($35.12) $114.63 Page 9 of 12 439 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($13.86)$0.00 500 TAX ($32.70)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($4.44)$0.00 003 TAX ($1.48)$0.00 005 TAX ($0.33)$0.00 004 TAX ($2.48)$0.00 002 TAX ($31.79)$0.00 Refund 001 TAX ($3.36)$0.00 019 TAX ($1.31)$0.00 003 TAX ($0.36)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.60)$0.00 002 TAX ($7.71)$0.00 Refund 001 TAX ($7.55)$0.00 026 TAX ($1.84)$0.00 003 TAX ($0.81)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.35)$0.00 002 TAX ($17.31)$0.00 Refund 001 TAX ($7.62)$0.00 026 TAX ($1.86)$0.00 003 TAX ($0.81)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.36)$0.00 002 TAX ($17.47)$0.00 Refund 001 TAX ($13.04)$0.00 700 TAX ($21.92)$0.00 700 VEHICLE FEE $0.00 $0.00 023 TAX ($4.95)$0.00 003 TAX ($1.23)$0.00 005 TAX ($0.52)$0.00 004 TAX ($4.51)$0.00 002 TAX ($31.06)$0.00 Refund 001 TAX ($8.00)$0.00 015 TAX ($2.70)$0.00 003 TAX ($0.86)$0.00 005 TAX ($0.19)$0.00 004 TAX ($1.43)$0.00 002 TAX ($18.33)$0.00 Refund 001 TAX ($17.04)$0.00 101 TAX ($8.35)$0.00 101 VEHICLE FEE $0.00 $0.00 026 TAX ($4.15)$0.00 003 TAX ($1.83)$0.00 005 TAX ($0.41)$0.00 004 TAX ($3.05)$0.00 002 TAX ($39.07)$0.00 Refund 001 TAX ($33.93)$0.00 600 TAX ($38.46)$0.00 023 TAX ($10.65)$0.00 003 TAX ($3.64)$0.00 005 TAX ($0.81)$0.00 004 TAX ($6.07)$0.00 002 TAX ($77.79)$0.00 Refund 001 TAX ($1.74)$0.00 200 TAX ($5.36)$0.00 200 VEHICLE FEE $0.00 $0.00 003 TAX ($0.19)$0.00 005 TAX ($0.04)$0.00 004 TAX ($0.31)$0.00 002 TAX ($3.99)$0.00 Refund SLUSHER, LOGAN TAYLOR SLUSHER, LOGAN TAYLOR 4016 ALSTON DR LANCASTER, SC 29720 Proration 0056769915 HDW2698 AUTHORIZED 967162896 Refund Generated due to proration on Bill #0056769915-2024- 2024-0000-00 Reg . Out of state 2/12/2026 2/13/2026 ($13.86) ($32.70) $0.00 ($4.44) ($1.48) ($0.33) ($2.48) ($31.79) $87.08 ($3.36) ($1.31) ($0.36) ($0.08) ($0.60) 727447356 Refund Generated due to proration on Bill #0081217885-2024- 2024-0000-00 Vehicle Sold 2/25/2026 2/26/2026MONROE, NC 28110 Proration 0081217885 TFW6070 AUTHORIZEDSTELZL, TINA MARIE STELZL, TINA MARIE 521 GALESBURG DR 2/9/2026 2/10/2026 ($7.55) ($1.84) ($0.81) ($0.18) ($1.35) ($17.31) $29.04 ($7.71) $13.42 STEWART, BRADFORD ALLEN STEWART, BRADFORD ALLEN STEWART, ELIZABETH CARROLL 211 TALLOW TREE CT WAXHAW, NC 28173 Proration 0025398848 3172SB AUTHORIZED 724987782 Refund Generated due to proration on Bill #0025398848-2024- 2024-0000-00 Vehicle Totalled ($7.62) ($1.86) ($0.81) ($0.18) ($1.36) 724987788 Refund Generated due to proration on Bill #0042184279-2024- 2024-0000-00 Vehicle Totalled 2/9/2026 2/10/2026WAXHAW, NC 28173 Proration 0042184279 2376SB AUTHORIZED STEWART, BRADFORD ALLEN STEWART, BRADFORD ALLEN STEWART, ELIZABETH CARROLL 211 TALLOW TREE CT 2/27/2026 3/3/2026 ($13.04) ($21.92) $0.00 ($4.95) ($1.23) ($0.52) ($4.51) ($31.06) $77.23 ($17.47) $29.30 STEWART, PATRICK DYLAN STEWART, PATRICK DYLAN 4693 SHANNAMARA DR MATTHEWS, NC 28104 Proration 0086731758 VFZ3023 AUTHORIZED 970644336 Refund Generated due to proration on Bill #0086731758-2025- 2025-0000-00 Vehicle Sold TAN, LIHUA TAN, LIHUA 7407 STONEHAVEN DR WAXHAW, NC 28173 Proration 0084223987 LDP1836 AUTHORIZED 965630672 Refund Generated due to proration on Bill #0084223987-2024- 2024-0000-00 Vehicle Sold ($8.00) ($2.70) ($0.86) ($0.19) ($1.43) 726049542 Refund Generated due to proration on Bill #0080135211-2024- 2024-0000-00 Vehicle Totalled 2/17/2026 2/18/2026MONROE, NC 28112 Proration 0080135211 KKJ8484 AUTHORIZED SZWEDA, ELEANORE FILIPKOWSKI SZWEDA, ELEANORE FILIPKOWSKI 3802 PARKWOOD CIR TAYLOR, LANCE KEITH 3188 BLENHEIM CT 2/3/2026 2/4/2026 ($17.04) ($8.35) $0.00 ($4.15) ($1.83) ($0.41) ($3.05) ($39.07) $73.90 ($18.33) $31.51 ($6.07) ($77.79) $171.35 THIBODEAUX, BILL ANTHONY THIBODEAUX, BILL ANTHONY 1009 OAK HILL DR MONROE, NC 28112 Proration 0016634505 TEF5269 AUTHORIZED 845848703 Refund Generated due to proration on Bill #0016634505-2024- 2024-0000-00 ($33.93) ($38.46) ($10.65) ($3.64) ($0.81)848339863 Refund Generated due to proration on Bill #0078488237-2024- 2024-0000-00 Reg . Out of state 2/23/2026 2/24/2026GRANITEVILLE, SC 29829 Proration 0078488237 TAH8149 AUTHORIZEDTAYLOR, LANCE KEITH Vehicle Sold 2/10/2026 2/11/2026 ($1.74) ($5.36) $0.00 ($0.19) ($0.04) ($0.31) ($3.99) $11.63 Page 10 of 12 440 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($6.44)$0.00 500 TAX ($15.19)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.06)$0.00 003 TAX ($0.69)$0.00 005 TAX ($0.15)$0.00 004 TAX ($1.15)$0.00 002 TAX ($14.76)$0.00 Refund 001 TAX ($7.38)$0.00 500 TAX ($17.42)$0.00 500 VEHICLE FEE $0.00 $0.00 028 TAX ($2.36)$0.00 003 TAX ($0.79)$0.00 005 TAX ($0.17)$0.00 004 TAX ($1.32)$0.00 002 TAX ($16.93)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($3.78)$0.00 200 VEHICLE FEE ($30.00)$0.00 014 TAX $0.38 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($8.49)$0.00 980 TAX ($1.04)$0.00 021 TAX ($3.52)$0.00 003 TAX ($0.91)$0.00 005 TAX ($0.20)$0.00 004 TAX ($1.52)$0.00 002 TAX ($19.46)$0.00 Refund 001 TAX $0.00 $0.00 600 TAX $35.73 $0.00 200 TAX ($92.49)$0.00 200 VEHICLE FEE ($30.00)$0.00 023 TAX $8.98 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($13.51)$0.00 200 VEHICLE FEE ($30.00)$0.00 300 TAX $7.68 $0.00 300 VEHICLE FEE $25.00 $0.00 022 TAX $2.21 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund 001 TAX ($24.26)$0.00 600 TAX ($27.50)$0.00 019 TAX ($9.48)$0.00 003 TAX ($2.60)$0.00 005 TAX ($0.58)$0.00 004 TAX ($4.34)$0.00 002 TAX ($55.63)$0.00 Refund 001 TAX $0.00 $0.00 200 TAX ($50.20)$0.00 200 VEHICLE FEE ($30.00)$0.00 020 TAX $5.27 $0.00 003 TAX $0.00 $0.00 005 TAX $0.00 $0.00 004 TAX $0.00 $0.00 002 TAX $0.00 $0.00 Refund THOMPSON, SHENETTA DENISE THOMPSON, SHENETTA DENISE THOMPSON, WILLIAM ALLEN 8100 CALISTOGA LN ($0.15) ($1.15) ($14.76) $40.44 ($6.44) ($15.19) $0.00 ($2.06) ($0.69)968837864 Refund Generated due to proration on Bill #0042270397-2024- 2024-0000-00 Vehicle Sold 2/20/2026 2/23/2026WAXHAW, NC 28173 Proration 0042270397 FAD7205 AUTHORIZED TRULL, LUCAS TRULL, LUCAS 2625 MT SPRINGS CH RD ($0.17) ($1.32) ($16.93) $46.37 ($7.38) ($17.42) $0.00 ($2.36) ($0.79)970274912 Refund Generated due to proration on Bill #0017924400-2024- 2024-0000-00 Vehicle Sold 2/26/2026 2/27/2026WAXHAW, NC 28173 Proration 0017924400 XTS4686 AUTHORIZEDTHOMPSON, WILLIAM ALLEN THOMPSON, WILLIAM ALLEN THOMPSON, SHENETTA DENISE 8100 CALISTOGA LN TUCKER, FLOSSIE CHANEY 3313 OAKDALE DR $0.00 $0.00 $0.00 $33.40 $0.00 ($3.78) ($30.00) $0.38 $0.00968064760 Refund Generated due to adjustment on Bill #0089373591- 2025-2025-0000 Situs error 2/17/2026MONROE, NC 28112 Adjustment < $100 0089373591 LMT9446 PENDING ($1.52) ($19.46) $35.14 TYNDALL, MARLENE ANN TYNDALL, MARLENE ANN 407 SUN HARVEST LN INDIAN TRAIL, NC 28079 Adjustment < $100 0089093271 MAM9629 PENDING 1086664401 Refund Generated due to adjustment on Bill #0089093271- 2025-2025-0000 ($8.49) ($1.04) ($3.52) ($0.91) ($0.20)846266932 Refund Generated due to proration on Bill #0083264509-2024- 2024-0000-00 Vehicle Sold 2/12/2026 2/13/2026MONROE, NC 28110 Proration 0083264509 BMH1793 AUTHORIZED TUCKER, FLOSSIE CHANEY VALLES, NICHOLAS ANTHONY 102 W WILSON ST WELBORN 824D Situs error 2/5/2026 $0.00 $35.73 ($92.49) ($30.00) $8.98 $0.00 $0.00 $0.00 $0.00 $77.78 $2.21 $0.00 $0.00 $0.00 $0.00 $0.00 ($13.51) ($30.00) $7.68 $25.00 1207404900 Refund Generated due to adjustment on Bill #0089157412- 2025-2025-0000 Situs error 2/5/2026WINGATE, NC 28174 Adjustment < $100 0089157412 LFJ2431 PENDING VICTORY GLASS LLC VICTORY GLASS LLC 2040 INDEPENDENCE COMMERC STE B 2/4/2026 ($24.26) ($27.50) ($9.48) ($2.60) ($0.58) ($4.34) ($55.63) $124.39 $8.62 VERENICH, YELENA VERENICH, YELENA 6910 PLAIN VIEW RD MONROE, NC 28110 Proration 0071338445 KBF3472 AUTHORIZED 844927524 Refund Generated due to proration on Bill #0071338445-2024- 2024-0000-00 Vehicle Sold 2/3/2026 VALLES, NICHOLAS ANTHONY $0.00 $0.00 $0.00 $74.93 $0.00 ($50.20) ($30.00) $5.27 $0.00965923688 Refund Generated due to adjustment on Bill #0089031616- 2025-2025-0000 Situs error 2/5/2026MATTHEWS, NC 28104 Adjustment < $100 0089031616 AA1097D PENDING Page 11 of 12 441 Payee Name Secondary Owner Address 1 Address 3 Refund Type Bill #Plate Number Status Transaction #Refund Description Refund Reason Create Date Authorization Date Tax Jurisdiction Levy Type Change Interest Change North Carolina Vehicle Tax System Pending Refund Report Primary Owner Address 2 Total Change 001 TAX ($3.33)$0.00 021 TAX ($1.38)$0.00 003 TAX ($0.36)$0.00 005 TAX ($0.08)$0.00 004 TAX ($0.60)$0.00 002 TAX ($7.64)$0.00 Refund 001 TAX ($7.75)$0.00 017 TAX ($2.79)$0.00 003 TAX ($0.83)$0.00 005 TAX ($0.18)$0.00 004 TAX ($1.39)$0.00 002 TAX ($17.76)$0.00 Refund 001 TAX ($15.46)$0.00 970 TAX ($3.09)$0.00 026 TAX ($4.18)$0.00 003 TAX ($1.46)$0.00 005 TAX ($0.62)$0.00 004 TAX ($5.35)$0.00 002 TAX ($36.82)$0.00 Refund 001 TAX ($11.93)$0.00 023 TAX ($3.74)$0.00 003 TAX ($1.28)$0.00 005 TAX ($0.29)$0.00 004 TAX ($2.13)$0.00 002 TAX ($27.35)$0.00 Refund 001 TAX ($9.85)$0.00 023 TAX ($3.09)$0.00 003 TAX ($1.05)$0.00 005 TAX ($0.23)$0.00 004 TAX ($1.76)$0.00 002 TAX ($22.60)$0.00 Refund 001 TAX ($9.43)$0.00 800 TAX ($1.44)$0.00 026 TAX ($2.30)$0.00 003 TAX ($1.01)$0.00 005 TAX ($0.23)$0.00 004 TAX ($1.69)$0.00 002 TAX ($21.62)$0.00 Refund Refund Total ($3.33) ($1.38) ($0.36) ($0.08) ($0.60) 727149492 Refund Generated due to proration on Bill #0077260552-2024- 2024-0000-00 Reg . Out of state 2/23/2026 2/24/2026MONROE, NC 28110 Proration 0077260552 EKR9053 AUTHORIZEDWEST, ROSANNA JANEL WEST, ROSANNA JANEL 4014 LOVE MILL RD 2/13/2026 2/17/2026 ($7.75) ($2.79) ($0.83) ($0.18) ($1.39) ($17.76) $30.70 ($7.64) $13.39 WHITLEY, MICHAEL REINO WHITLEY, MICHAEL REINO 7426 HIGHWAY 218 E MARSHVILLE, NC 28103 Proration 0053295687 HJB4954 AUTHORIZED 725559390 Refund Generated due to proration on Bill #0053295687-2024- 2024-0000-00 Vehicle Sold ($15.46) ($3.09) ($4.18) ($1.46) ($0.62)845820619 Refund Generated due to proration on Bill #0058501733-2025- 2025-0000-00 Vehicle Sold 2/9/2026 2/11/2026MONROE, NC 28110 Proration 0058501733 DBD8297 AUTHORIZEDWICKHAM, CHERI ANN WICKHAM, CHERI ANN 1429 TORRENS DR Vehicle Sold 2/5/2026 2/6/2026 ($11.93) ($3.74) ($1.28) ($0.29) ($2.13) ($27.35) $46.72 ($5.35) ($36.82) $66.98 WILSON, SHEILA BELLE WILSON, SHEILA BELLE WILSON, WILLIAM MICHAEL 460 UNION RD MATTHEWS, NC 28104 Proration 0060536125 5W7702 AUTHORIZED 724443120 Refund Generated due to proration on Bill #0060536125-2024- 2024-0000-00 ZALAQUETT, EDDIE MICHAEL ZALAQUETT, EDDIE MICHAEL ZALAQUETT, WENDY BOYCE 3064 ANCESTRY CIR MATTHEWS, NC 28104 Proration 0044612031 TPC7200 AUTHORIZED 847487935 Refund Generated due to proration on Bill #0044612031-2024- 2024-0000-00 Vehicle Sold ($9.85) ($3.09) ($1.05) ($0.23) ($1.76) 724443144 Refund Generated due to proration on Bill #0055817015-2024- 2024-0000-00 Vehicle Sold 2/5/2026 2/6/2026MATTHEWS, NC 28104 Proration 0055817015 1Z9374 AUTHORIZED WILSON, WILLIAM MICHAEL WILSON, WILLIAM MICHAEL WILSON, SHEILA BELLE 460 UNION RD $9323.12 2/19/2026 2/20/2026 ($9.43) ($1.44) ($2.30) ($1.01) ($0.23) ($1.69) ($21.62) $37.72 ($22.60) $38.58 Page 12 of 12 442 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-180 Agenda Date:4/20/2026 TITLE:..title Tax Collector’s Departmental Report for February 2026 INFORMATION CONTACT: Kristen Foxworth, Tax Administration, Deputy Tax Administrator, 704-283-3591 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: The report reflects the totals of all tax transactions within the Tax Collector’s Office for the month of December 2026 required by NCGS 105-350(7). FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 1 of 1 powered by Legistar™443 Tax Administration | Revenue Division 500 North Main Street, Suite 119 Monroe, NC 28112 T 704-283-3848 unioncountync.gov Memorandum To: Board of County Commissioners Brian Matthews, County Manager Lynn West, Clerk to the Board From: Vann Harrell Tax Administrator Date: March 12, 2026 Re: Departmental Monthly Report The Tax Collector’s monthly/year to date collections report for the month ending February 27, 2026 is attached for your information and review. Should you desire additional information, I will provide that at your request. Attachment VH/JM 444 FEBRURARY 2026 PERCENTAGE FOR REGULAR TAX FEBRUARY 27, 2026 REGULAR TAX 2026 2025 2024 2023 2022 BEGINNING CHARGE 53,352.86 274,849,098.28 237,276,959.92 226,210,053.82 217,098,974.13 TAX CHARGE PUBLIC UTILITIES CHARGE DISCOVERIES 169,423.28 611.55 NON DISCOVERIES 249,274.36 4,001.61 2,447.48 2,385.46 745.67 RELEASES (3,530.13) (7,187.31) (262.16) TOTAL CHARGE 468,520.37 274,845,912.58 237,279,756.79 226,212,439.28 217,099,719.80 BEGINNING COLLECTIONS 1,194.09 267,179,798.12 237,112,861.24 226,122,274.31 217,041,652.95 COLLECTIONS 87,544.49 4,120,154.54 11,323.68 4,308.98 727.55 TOTAL COLLECTIONS 88,738.58 271,299,952.66 237,124,184.92 226,126,583.29 217,042,380.50 BALANCE OUTSTANDING 379,781.79 3,545,959.92 155,571.87 85,855.99 57,339.30 PERCENTAGE OF REGULAR 18.94%98.71%99.93%99.96%99.97% OVERALL CHARGED 468,520.37 274,845,912.58 237,279,756.79 226,212,439.28 217,099,719.80 OVERALL COLLECTED 88,738.58 271,299,952.66 237,124,184.92 226,126,583.29 217,042,380.50 OVERALL PERCENTAGE 18.94%98.71%99.93%99.96%99.97% 1 445 FEBRURARY 2026 PERCENTAGE FOR REGULAR TAX FEBRUARY 27, 2026 REGULAR TAX BEGINNING CHARGE TAX CHARGE PUBLIC UTILITIES CHARGE DISCOVERIES NON DISCOVERIES RELEASES TOTAL CHARGE BEGINNING COLLECTIONS COLLECTIONS TOTAL COLLECTIONS BALANCE OUTSTANDING PERCENTAGE OF REGULAR OVERALL CHARGED OVERALL COLLECTED OVERALL PERCENTAGE 2021 2020 2019 2018 208,193,368.98 192,181,155.30 186,540,147.30 180,717,811.44 208,193,368.98 192,181,155.30 186,540,147.30 180,717,811.44 208,143,745.73 192,112,845.41 186,444,321.12 180,661,278.27 443.62 248.25 217.73 193.91 208,144,189.35 192,113,093.66 186,444,538.85 180,661,472.18 49,179.63 68,061.64 95,608.45 56,339.26 99.98%99.96%99.95%99.97% 208,193,368.98 192,181,155.30 186,540,147.30 180,717,811.44 208,144,189.35 192,113,093.66 186,444,538.85 180,661,472.18 99.98%99.96%99.95%99.97% 2 446 FEBRURARY 2026 PERCENTAGE FOR REGULAR TAX FEBRUARY 27, 2026 REGULAR TAX BEGINNING CHARGE TAX CHARGE PUBLIC UTILITIES CHARGE DISCOVERIES NON DISCOVERIES RELEASES TOTAL CHARGE BEGINNING COLLECTIONS COLLECTIONS TOTAL COLLECTIONS BALANCE OUTSTANDING PERCENTAGE OF REGULAR OVERALL CHARGED OVERALL COLLECTED OVERALL PERCENTAGE 2017 2016 186,663,147.61 176,859,604.37 186,663,147.61 176,859,604.37 186,616,710.09 176,821,558.04 272.67 343.15 186,616,982.76 176,821,901.19 46,164.85 37,703.18 99.98%99.98% 186,663,147.61 176,859,604.37 186,616,982.76 176,821,901.19 99.98%99.98% 3 447 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-197 Agenda Date:4/20/2026 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 February 2026 is summarized in the attached table. Twelve Mile Creek ·Percent of Actual Flows = 69.7% ·Percent of Actual + Permitted Flows = 88.8% ·Actual Flows (MGD)= 5.228 ·Actual + Permitted Obligated Flows (MGD)= 6.661 Crooked Creek ·Percent of Actual Flows = 63.5% ·Percent of Actual + Permitted Flows = 88.3% ·Actual Flows (MGD)= 1.207 ·Actual + Permitted Obligated Flows (MGD)= 1.678 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 = 40.0% Union County, NC Printed on 4/6/2026Page 1 of 2 powered by Legistar™448 File #:26-197 Agenda Date:4/20/2026 ·Percent of Actual + Permitted Flows = 40.0% ·Actual Flows (MGD)= 0.020 ·Actual + Permitted Obligated Flows (MGD)= 0.020 Grassy Branch ·Percent of Actual Flows = 78.0% ·Percent of Actual + Permitted Flows = 80.0% ·Actual Flows (MGD)= 0.039 ·Actual + Permitted Obligated Flows (MGD)= 0.040 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 February 2026 are summarized in the attached tables. FINANCIAL IMPACT: None. Union County, NC Printed on 4/6/2026Page 2 of 2 powered by Legistar™449 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 5.228 69.7% 6.661 88.8% 3.2 Crooked Creek 1.9 1.207 63.5% 1.678 88.3% 3.4 Olde Sycamore 0.15 0.039 26.0% 0.039 26.0% 3.2 Tallwood 0.05 0.020 40.0% 0.020 40.0% 2.9 Grassy Branch 0.05 0.039 78.0% 0.040 80.0% 3.4 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 0.091 Engineering Plan Review 16 0.557 Sketch Plan Review 12 0.386 Totals 32 1.034 Crooked Creek WRF Backlog Type Number of Projects Requested Flow (MGD) Approved – Permit Submittal Pending 4 0.125 Engineering Plan Review 5 0.173 Sketch Plan Review 8 0.152 Totals 17 0.450 450 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-202 Agenda Date:4/20/2026 TITLE:..title Communications Monthly Report - March 2026 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 4/6/2026Page 1 of 1 powered by Legistar™451 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-221 Agenda Date:4/20/2026 TITLE:..title Contract Report January - March 2026 INFORMATION CONTACT: Corey Brooks, Procurement & Contract Management, Director, 704-283-3683 ACTION REQUESTED: None - Information Only. PRIOR BOARD ACTIONS: None. BACKGROUND: Per Section XVIII of the FY 2026 adopted Operating and Capital Budget Ordinance, the contract report lists executed contracts and purchase orders that were entered into by the County Manager or Procurement designee from January through March 2026. FINANCIAL IMPACT: As noted on contracts and purchase orders. Union County, NC Printed on 4/10/2026Page 1 of 1 powered by Legistar™452 Contract Report January - March 2026 Department Vendor Purpose Amount Date UCW - Water & Wastewater CAROLINA CONSTRUCTION EQUIPMENT LLC CCE, $10,550, AMIDA LIGHT TOWER $10,550.00 1/6/2026 UCW - Water & Wastewater SES NORTH AMERICA INC SES , $22,500, SUEZ PILOT STUDY WAXHAW INTERCEPTOR $22,500.00 1/6/2026 UCW - Business Operations APPLEONE INC APPLEONE,Temporary Staffing $23,000.00 1/6/2026 UCW - Water & Wastewater CAROLINA CONSTRUCTION EQUIPMENT LLC CCE, $23,500, COMPRESSOR $23,500.00 1/6/2026 UCW - Water & Wastewater NET TECH INTEGRATION LLC NET TECH, $24,362, NETWORK SWITCH REPLMT $24,362.00 1/6/2026 UCW - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $ 25750, VPN ANNUAL MAINTENANCE $25,750.00 1/6/2026 Human Services - Public Health Carolina Pathology Group, P.A. Physician service contract for the Breast and Cervical Cancer Control Program $3,000.00 1/8/2026 Human Services - Public Health CAROLINAS PATHOLOGY GROUP Breast and Cervical Cancer Control Program $3,000.00 1/8/2026 TRANSPORTATION MOTOROLA SOLUTIONS, INC Motorola Solutions UCT APX 1500 Radio Purchase $4,406.25 1/8/2026 Sheriff's Office GENERAL MEDICAL DEVICES INC (25) AED BATTERY PACKS, (50) AED ADULT PADS $7,400.00 1/8/2026 Sheriff's Office NC STATE BUREAU OF (29) DESKTOP DCIN TERMINAL FEES 01/01/26-06/30/26 $19,902.00 1/8/2026 UCW - Water & Wastewater MOTOROLA SOLUTIONS, INC MOTOROLA, $28,831.20, 8 APX 900 PORTABLE RADIO $28,831.20 1/8/2026 Facilities & Fleet Management THE BOYD GROUP US INC REPAIRS TO 62-20 -DEDUCTIBLE $5,000.00 1/9/2026 Facilities & Fleet Management BRACK ELECTRIC INC CANE CREEK CAMP STORE AIPHONE INTERCOM SYSTEM $5,150.00 1/9/2026 LIBRARY LYNGSOE SYSTEMS INC People Counter Camera $5,606.00 1/9/2026 Sheriff's Office LEADSONLINE PARENT LLC CELLHAWK UCSO CIB $6,360.00 1/9/2026 Facilities & Fleet Management BRACK ELECTRIC INC MAIN LIBRARY OFFICE CARD READER $6,900.00 1/9/2026 Solid Waste CAROLINA 1926 LLC Carolina CAT, $10,847.50, Repair 953 head gasket $10,847.50 1/9/2026 LIBRARY DAVENPORT GROUP DATA PROCESSING EQUIPMENT/SYS $11,638.00 1/9/2026 Facilities & Fleet Management DAIKIN APPLIED AMERICAS INC.HUMAN SERVICES CHILLER 1 & 2 OIL CHANGE $17,750.00 1/9/2026 INFORMATION SYSTEMS DAVENPORT GROUP Monitor Refresh $20,295.00 1/9/2026 Budget The Council on Aging in Union County CDBG Public Service Grant for HUD program year 2025 for Council on Aging in Union County $46,241.00 1/9/2026 453 Contract Report January - March 2026 UCW - Engineering LABELLA ASSOCIATES, P.C. This Task Order includes providing survey, permitting, engineering design, and bidding services, associated with the Shannamara/The Divide Sewer Line Stabilization Project. The project involves determining stabilization/repair at two (2) locations on the Divide Golf Club where the existing 8-inch sewer line has been undermined.$56,848.00 1/12/2026 ELECTIONS HART INTERCIVIC INC Hart Verity Software renewal $92,053.00 1/12/2026 911 COMMUNICATIONS MOTOROLA SOLUTIONS, INC Bi-Directional Antennae Sardis ES $119,060.31 1/12/2026 911 COMMUNICATIONS MOTOROLA SOLUTIONS, INC Bi-Directional Antennae Poplin ES $131,180.46 1/12/2026 INFORMATION SYSTEMS CEMCO SYSTEMS INC APC UPS Factory Extended Warranty Svc Plan- 3rd FL $8,850.00 1/13/2026 Parks & Recreation GREAT LAKES COMPOSITE LLC Pedal Boats $8,879.62 1/13/2026 UCW - Water & Wastewater CLEARWATER INC CLEARWATER, $9566, TWO SAMPLERS $9,566.00 1/13/2026 UCW - Water & Wastewater BAUCOM SERVICE INC BAUCOM SERVICE, $11310.75, RADIATOR REPLMT $11,310.75 1/13/2026 Facilities & Fleet Management STEPHENS OFFICE SYSTEMS INC FARMERS MARKET CONFERENCE ROOM FURNITURE $12,288.07 1/13/2026 Facilities & Fleet Management BRACK ELECTRIC INC PROGRESS BUILDING FRONT DOOR ALPHONE $13,400.00 1/13/2026 Parks & Recreation ECOTREE LLC Tree Services $27,700.00 1/13/2026 INFORMATION SYSTEMS MIS TOPCO L P Firewall Lic Annual Renewal $48,386.05 1/13/2026 Facilities & Fleet Management APPLIED DRIVES INC GOVERNMENT CENTER HVAC BYPASS VFD REPAIR $8,750.00 1/14/2026 County Manager's Office Recode Health, LLC d/b/a STRIVE Benefits Recode Health will provide the Subscription Services and any supplemental services as described below: •1,546 licenses of the Custom Company App (Union County White-Label) + Benefit Microsite at $1.90 per license per month •1,546 licenses of Custom Challenges and Rewards at $0.05 per license per month •1,546 licenses of the AI HR Benefit Assistant at $0.05 per license per month •1 Plan Update/Implementation Fee at $2,000 annually, to be billed at the time of implementation and annually $39,104.00 1/14/2026 CENTRAL ADMINISTRATION RECODE HEALTH LLC Recode Health Subscription Services $39,104.00 1/14/2026 Sheriff's Office ADOBE SYSTEMS INC ADOBE CREATE CLOUD PRO 1 YEAR UCSO 2026 $4,799.52 1/15/2026 454 Contract Report January - March 2026 Sheriff's Office COLORID LLC UCSO ADMIN ID MACHINE $6,220.00 1/15/2026 UCW - Water & Wastewater HD SUPPLY INC USA BLUE BOOK, $6526.78, ANALYZER KIT $6,526.78 1/15/2026 Sheriff's Office EPLUS TECHNOLOGY INC CRAVE UCSO CISCO DESK PRO $8,104.35 1/15/2026 UCW - Water & Wastewater Hazen and Sawyer, P.C. To complete a chemical system evaluation to support the implementation of the 9.0 MGD expansion.$10,000.00 1/15/2026 Sheriff's Office FISHER SCIENTIFIC COMPANY LLC ACCUSPIN UCSO CSI $11,767.00 1/15/2026 Sheriff's Office UNITED TACTICAL SYSTEMS LLC PEPPERBALL SUPPLIES UCSO FIRING RANGE $14,020.00 1/15/2026 Sheriff's Office JOHNSON CONTROLS US UC HONEYWELL ACCESS ASP- JUDICAL CENTER $18,899.86 1/15/2026 Human Services - Public Health Charlotte Radiology, P.A.Breast cancer screening services for agency clients $20,000.00 1/15/2026 UCW - Engineering HDR Engineering, Inc. of the Carolinas Amendment 05 to Task Order 2020-02 (Contract 7040) for additional services related to VTSCADA HMI Software implementation and deployment $101,813.00 1/15/2026 HUMAN SERVICES LENOVO (UNITED STATES) INC 9 ThinkPad L16 Gen 2 Intel Core Laptops $8,190.00 1/19/2026 Facilities & Fleet Management INTER TECHNOLOGIES AV EQUIPMENT FOR THE FARMERS MARKET $9,335.44 1/19/2026 Facilities & Fleet Management HODGE INDUSTRIAL HVAC AIR COMPRESSOR REPLACEMENT AT THE GC $14,294.97 1/19/2026 911 COMMUNICATIONS ITPARTNERS PLUS INC Backup and Disaster Recovery for 911 Servers $16,588.00 1/19/2026 REGISTER OF DEEDS KOFILE PRESERVATION INC NC for Book Preservation Services $27,852.00 1/19/2026 Sheriff's Office KIESLER POLICE SUPPLY, INC UCSO FIRING RANGE SHOTGUN AMMO $29,852.51 1/19/2026 INFORMATION SYSTEMS ITPARTNERS PLUS INC Datto SaaS Protection for Microsoft 365 $36,516.00 1/19/2026 Human Services - Social Services The L.A.M Group Inc. d/b/a ANY LAB TEST NOW HUNTERSVILLE Drug screening testing services for social services $30,000.00 1/21/2026 Human Services - Social Services Gelman Law LLC Attorney engagement letter $1,500.00 1/22/2026 Sheriff's Office CRASH DATA GROUP INC Bosch CDR DLC Tool Kit- UCSO INDIAN TRAIL $6,050.00 1/22/2026 911 COMMUNICATIONS CONSOLE CLEANING SPECIALISTS Console Cleaning for Primary and Backup Sites $12,150.00 1/22/2026 Human Services - Transportation Transit Risk Manager, LLC Create a DBE Plan and amend the Title VI Plan $18,000.00 1/22/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC Sound HD Dental X-Ray $19,190.00 1/22/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC SmartDR HD $28,098.00 1/22/2026 Court Facilities and Support Daymark Recovery Services, Inc. Contract renewal for Union County DWI Treatment Services $32,383.00 1/22/2026 Sheriff's Office UNMANNED VEHICLE TECHNOLOGIES LLC UCSO (4) DRONES (2 PATROL, 2 INDIAN TRAIL)$43,067.52 1/22/2026 455 Contract Report January - March 2026 Information Technology AUAES INC dba Intradyn Cloud Email Archive Journaling Solution $18,252.00 1/23/2026 Parks and Recreation Special Olympics North Carolina, Inc. To conduct a Polar Plunge Fundraiser at Cane Creek Park $100.00 1/28/2026 Facilities & Fleet Management JOHNSON CONTROLS US JUDICIAL CENTER QSP SWSUPP $5,400.00 1/28/2026 Facilities & Fleet Management STRATOS SOLUTIONS INC EPOXY FLOOR FOR RESTROOMS AT THE SIMPSON EVENT CTR $5,800.00 1/28/2026 Sheriff's Office LIND ELECTRONICS POWER ADAPTERS VEHICLES $5,831.48 1/28/2026 Budget Common Heart, Inc. To become compliant with new executive orders, in section W. 20 and Exhibit 5, and the whistleblower protection clause in section W. 21 CDBG Public Service Grant for HUD program year 2025 for Pantry Network $12,000.00 1/28/2026 Budget Common Heart, Inc. To become compliant with new executive orders, in section W. 20 and Exhibit 5, and the whistleblower protection clause in section W. 21 CDBG Public Service Grant for HUD program year 2025 for Common Heart, Inc.$20,000.00 1/28/2026 Facilities & Fleet Management JOHNSON CONTROLS US JUDICIAL CENTER CCTV QSP 2026 $20,475.00 1/28/2026 Budget Turning Point, Inc. To become compliant with new executive orders, in section W. 20 and Exhibit 5, and the whistleblower protection clause in section W. 21 CDBG Public Service Grant for HUD program year 2025-2026 for Turning Point, Inc $35,000.00 1/28/2026 ELECTIONS TRT TRAILER SALES INC TRAILER UPFIT $5,591.91 1/29/2026 UCW - Water & Wastewater DRYLET INC DRYLET, $11,000, SONAR MAPPING MINT HILL MONROE $11,000.00 1/29/2026 Information Technology SHI - Microsoft This amendment is for five (5) Microsoft F3 licenses that provide basic cloud access to Microsoft cloud applications such as Outlook (email), Word and Excel. IT is looking in to test this type of licensing for staff that do not have assigned computers.$211.30 1/30/2026 456 Contract Report January - March 2026 HUMAN SERVICES LENOVO (UNITED STATES) INC 6 ThinkPad L16 Laptops $5,460.00 1/30/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC Sound TR9030 Portable Generator $18,666.29 1/30/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC Summit HF- Generator $24,500.00 1/30/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC Versana Balance CET Console $27,917.00 1/30/2026 Human Services - Public Health ANTECH DIAGNOSTICS INC Sound SmartDR Fusion Go $28,090.00 1/30/2026 Facilities & Fleet Management Trash Control, Inc. Amend contract #8812 to adjust the price for 12 Mile and Crooked Creek and add a 4yd solid waste container at 12 Mile.$41,783.97 1/30/2026 Solid Waste CAROLINA 1926 LLC Carolina CAT, $60,736.34, 953 engine $60,736.34 1/30/2026 UCW - Engineering Elona Edwards Lease agreement for office space for the construction group on the engineering division of Union County Water $93,712.50 2/3/2026 Public Works - Planning & Resource Mgmt Aquatic Informatics Inc. Amendment to renew and extend contract for Hach WIMS - Water Information Management System for Water/Wastewater Treatment Plant Facilities.$129,614.70 2/3/2026 Finance Forvis Mazars, LLP TRS Software for Financial Statements FY 2025 $3,407.00 2/4/2026 Finance Forvis Mazars, LLP Financial reporting software to compile the Annual Comprehensive Financial Report for FY 2026 $3,577.00 2/5/2026 Facilities & Fleet Management THE BOYD GROUP US INC 03-23 UPA REPAIRS - DEDUCTIBLE $5,000.00 2/5/2026 Facilities & Fleet Management THE BOYD GROUP US INC 08-22 PA REPAIRS - DEDUCTIBLE $5,000.00 2/5/2026 Facilities & Fleet Management SUMMIT TOPCO, LP 18-22 PA REPAIRS- DEDUCTIBLE $5,000.00 2/5/2026 COOPERATIVE EXT SERVICE ADMIN TERRY T WELLS Buildings for the SEC $7,210.50 2/5/2026 Public Communications CivicPlus, LLC Accessibility solution that instantly converts PDFs to ADA- approved formats with a PDF-to-HTML accessibility tool. This agreement covers all current and future PDF documents on five of our websites (discoverunioncounty.com, uclnc.org, unioncountync.gov, unioncountysheriffsoffice.com, and unioncountywater.org), as well as Legistar.$64,780.28 2/5/2026 UCW - Water & Wastewater CURTIS POWER SOLUTIONS LLC CURTIS POWER, $7162, ASCO ATS $7,162.00 2/6/2026 Facilities & Fleet Management HT AIRSYSTEMS CAROLINAS LLC COOLING TOWER REPAIR AT THE JUDICIAL CENTER $10,225.00 2/6/2026 457 Contract Report January - March 2026 UCW - Engineering LABELLA ASSOCIATES, P.C. AMENDMENT #2 ADDS ADDITIONAL LEVEL OF EFFORT DUE TO MARSHVILLE FLOWS BEING RECONSIDERED IN PS#3 IMPROVEMENTS.$12,352.00 2/6/2026 UCW - Water & Wastewater NET TECH INTEGRATION LLC NET TECH, $12,716, FORTINET SECURITY SOFTWARE $12,716.00 2/6/2026 ELECTIONS HART INTERCIVIC INC 2026 PRIMARY ELECTION BALLOTS $24,896.00 2/6/2026 Sheriff's Office Patterson Pope Amendment #2- Preventative Maintenance and Emergency Services for Spacesaver System $5,400.00 2/9/2026 County Manager's Office Catapult Employers Association, Inc. Adding addendum to executed contract #9651. In addition to the training services outline in #9651, we're adding additional training services in March of this calendar year.$9,000.00 2/9/2026 Information Technology Avineon, Inc.Continuation of GIS managed Services Contract $15,750.00 2/9/2026 Economic Development BGE, INC Amendment #2: To provide additional entitlement support services for the project known as the Wingate Site. The project site is located in Wingate (Town), Union County (County), North Carolina and identified as Union County Parcels 09015013B, 09015013E, 09015013, 09015013F, totaling approximately 36 acres (Site). The Site is located west of Austin Chaney Road, just north of West Monroe Expressway. It is BGE’$5,000.00 2/10/2026 Facilities & Fleet Management TWIN TRANSMISSION TRANSMISSION REBUILD - 77-20 $7,535.00 2/10/2026 UCW - Water & Wastewater PETE DUTY AND ASSOCIATES INC PETE DUTY, $9000, 2 GRINDER PUMPS $9,000.00 2/10/2026 Solid Waste CAROLINA 1926 LLC Carolina CAT, $19509.76, 953 rental 2 months $19,509.76 2/10/2026 Facilities & Fleet Management MARCON INTERNATIONAL INC KEYPER KEY MANAGEMENT SYSTEM FOR DETENTION CTR $20,311.97 2/10/2026 INFORMATION SYSTEMS VIGIL NETWORKS INC Firewall, Managed Svc, and Support for Lib $4,161.00 2/13/2026 UCW - Water & Wastewater S H TERRY CONSTRUCTION INC SH TERRY CONSTRUCTION, $12,108.09, DOCK REP NORWOO $12,108.09 2/13/2026 UCW - Water & Wastewater HOLSTON GASES INC HOLSTON GASES, $5300, CO2 $5,300.00 2/17/2026 458 Contract Report January - March 2026 Information Technology Charter Communications Operating, LLC dba Spectrum This is a Service Order with Spectrum to add Enterprise Internet 500 Mbps ($150.00 per month) and 1 Static IP Address ($20.00 per month) for 1653 Suite C, Campus Drive, Monroe, NC 28112. This will be a 36-month term at $170.00 total per month.$6,120.00 2/18/2026 Human Services - Transportation Kimley-Horn and Associates, Inc. FTA Triennial Review Assistance $34,720.00 2/18/2026 Information Technology Inter Technologies Corporation Audio upgrades will be made in the observation rooms at Human Services, including new speakers, audio mixers, and headsets to improve clarity and sound control.$3,731.20 2/19/2026 Human Resources ERI ECONOMIC RESEARCH INSTITUTE INC ERI Salary Assessor $3,989.00 2/19/2026 UCW - Water & Wastewater TROJAN TECHNOLOGIES CORP TROJAN, $5082.75, OLD SYCAMORE BULBS $5,082.73 2/19/2026 Sheriff's Office FORMS AND SUPPLY INC WINGATE DESKS $6,536.44 2/19/2026 Facilities & Fleet Management DEMOLITION AND ASBESTOS REMOVAL INC ASBESTOS REMOVAL AT THE AUTOPSY CENTER $7,700.00 2/19/2026 Sheriff's Office INTREPID NETWORKS LLC INTREPID RESPONSE BUNDLE UCSO $7,956.00 2/19/2026 Information Technology Inter Technologies Corporation A/V upgrades in 3 (three) ballrooms at the Ag Center to include digital mics and audio control systems. The WiFi system will be upgraded to Union County Access Points. The ballroom digital touch panels will also be refreshed.$26,957.54 2/19/2026 Sheriff's Office FLOCK GROUP INC FLOCK FALCON CAMERA SERVICES $30,896.56 2/19/2026 Sheriff's Office CDW LLC NETMOTION UCSO 300 LICENSES $34,525.50 2/19/2026 County Manager's Office Governmentjobs.com, Inc. d/b/a NEOGOV This is an invoice with an existing vendor, splitting out NeoGov Learn subscription from the main invoice. We are not sure if this qualifies as an amendment to the current NeoGov contract or as a new one, since this is the first time we've done a separate NeoGov Learn invoice from the main NeoGov contract. Strategy & Innovation is taking over the payment/management of the Learn portion of this contract.$38,508.20 2/19/2026 459 Contract Report January - March 2026 INFORMATION SYSTEMS VDA LABS LLC VMware Annual Renewal $57,600.00 2/19/2026 Facilities & Fleet Management Locke-Lane Construction Inc. Union County Jail Generator Replacement Project AIA CO 02 - unforeseen underground utility conflicts $60,577.00 2/19/2026 UCW - Water & Wastewater JAMES RIVER EQUIPMENT JAMES RIVER EQUIPMENT, $70,156.25, LOWBOY TRAILER $70,156.25 2/19/2026 Sheriff's Office DAVENPORT GROUP (30) LAPTOPS AND (20) DESKTOP REPLACEMENTS UCSO $137,430.00 2/19/2026 Information Technology Mango Technologies dba ClickUp ClickUp is a productivity and project management platform that streamlines workflows, enabling teams to plan, track, and manage projects, tasks, and goals in one place. Vendor requires a signature on the attached two-year term quote.$16,100.00 2/20/2026 Budget Community Shelter CDBG Pubic Service Grant for HUD program year 2025 for Community Shelter $20,000.00 2/20/2026 Sheriff's Office Stericycle, Inc. 3 Year Agreement for Biohazard Waste removal for Union County Sheriff's Office Crime Lab.$2,663.10 2/23/2026 UCW - Water & Wastewater JACK MOORE & ASSOCIATES INC JACK MOORE & ASSOCIATES, $6349, ALT VALVE IT TANK $6,349.00 2/23/2026 Tax Administration - Assessment Curran, Reich & Associates, Inc. d/b/a T.B. Harris Jr. & Associates Complete fee appraisal on Lowe's Home Improvement stores related to appeals associated with the 2025 countywide reappraisal.$13,400.00 2/23/2026 County Manager's Office Lawrence Associates, PA Professional surveying services associated with the Austin Chaney Road eastern parcels (parcels 09012003C, 09012010B, & 09012010D) provided by Lawrence Associates. Boundary / Topographic / Utilities •Boundary and physical survey of parcels 09012003C, 09012010B, & 09012010D (+/- 38 Acres). •Topographic survey (one foot contour interval) from aerial survey. •Location of existing visible utilities. •Location of roadway adjacent to subject property. •Location of creek banks along the east $60,200.00 2/23/2026 911 COMMUNICATIONS BLACKMON SERVICE INC UPS Replacement Install $4,117.00 2/24/2026 Facilities & Fleet Management THE BOYD GROUP US INC UPA REPAIRS TO ASSET #31-22 $5,000.00 2/24/2026 460 Contract Report January - March 2026 EMERGENCY MANAGEMENT DLX ENTERPRISES Water Heater and Supplies $9,177.22 2/24/2026 Facilities & Fleet Management GRIFFIN MOTOR CO INC REPAIRS TO ASSET 59-19 $9,632.56 2/24/2026 UCW - Water & Wastewater XYLEM WATER SOLUTIONS USA XYLEM WATER SOLUTIONS, $31,340.20,REPL MAS UNIT $31,340.20 2/24/2026 Facilities & Fleet Management GARMON MECHANICAL SERVICE SHERIFF'S OFFICE COLD WATER COIL REPLACEMENT $32,987.00 2/24/2026 911 COMMUNICATIONS DATA NETWORK SOLUTIONS INC UPS Replacement for Radio Tower $57,921.19 2/24/2026 County Attorney's Office The Kendall AL LP Settlement Agreements for easement acquisition for The Kendall AL LP, Parcel No. 07-066-013E. This parcel is part of the Crooked Creek Interceptor Ph. II.$102,600.00 2/26/2026 UCW - Business Operations LENOVO (UNITED STATES) INC LENOVO, $6270, 6-THINKPAD E16 G3 $6,270.00 2/27/2026 UCW - Water & Wastewater ROSS VALVE MFG CO INC ROSS VALVE/JACK MOORE, $6349, ALT VALVE IT TANK $6,349.00 2/27/2026 Budget The Council on Aging in Union County To become compliant with new executive orders, in section W. 20 and Exhibit 5, and the whistleblower protection clause in section W. 21 CDBG Public Service Grant for HUD program year 2025 for Council on Aging in Union County $46,241.00 2/27/2026 Human Resources Cranfill Sumner LLP Cranfill Sumner will represent Union County in the Crystal C. Robinson v. Union County case.$50,000.00 2/27/2026 UCW - Water & Wastewater Hach Company To provide analytical equipment calibration services to UCW Water and Wastewater facilities $101,000.00 2/27/2026 UCW - Water & Wastewater Hawkins, Inc. f/k/a Waterguard, Inc. Respectfully request that the County Manager approve and authorize execution of the fifth amendment and final renewal of the existing contract for the purchase of Sodium Hypochlorite for the Yadkin River Water Treatment Plant.$65,000.00 3/2/2026 Facilities & Fleet Management Gensler Architecture, Design & Planning, P.C. D/B/A Gensler work to include reroofing of approximately 21,950 square feet of roof at the Union County Schools Administration Building.$78,541.20 3/2/2026 Facilities & Fleet Management YARO PLUMBING INC Drain Repair at Patton Avenue $6,470.00 3/3/2026 UCW - Water & Wastewater HACH COMPANY HACH, $9282.60, 6 EA DIGITAL PH SENSOR $9,379.35 3/3/2026 Facilities & Fleet Management TECTA AMERICA CORP TIRE SHOP ROOF LADDER $9,950.50 3/3/2026 UCW - Water & Wastewater POLYTEC INC.POLYTEC, $10350, BULK MAGNESIUM HYDROXIDE $10,350.00 3/3/2026 Facilities & Fleet Management LONGHORN ROOFING INC ROOF REPAIRS AT PATTON AVE $16,800.00 3/3/2026 461 Contract Report January - March 2026 UCW - Water & Wastewater DETECTION INSTRUMENTS DETECTION INSTRUMENTS, $19047.65, 4 ACRULOGS $19,047.65 3/3/2026 INFORMATION SYSTEMS TEGO DATA SYSTEMS LLC InfusionPoints Int and Ext Penetration Testing $22,500.00 3/3/2026 Sheriff's Office Bode Cellmark Forensics, Inc. One Year Contract- Forensics DNA Analysis for UCSO Crime Lab. Year One Package- $29,500.00 Add on to Support DNA Reachback- $7,500.00 Total Year 1 Contract- $7,500.00 Renewal will be $11,500 if UCSO chooses to proceed in the future $37,000.00 3/3/2026 Facilities & Fleet Management Terracon Consultants, Inc. Terracon will provide Special Inspections and Construction Materials Testing Services for the UC Solid Waste Operation Center project. Details on Terracon's proposal P71251235 dated February 12, 2026 attached.$60,025.00 3/3/2026 Human Services - Social Services Clear Sky Behavioral intake packet for foster child to be placed at Clear Sky Behavioral $16,000.00 3/5/2026 Sheriff's Office Town of Indian Trail Amendment to the Indian Trail Contract to include one (1) Sergeant, and two (2) Deputy Sheriff Patrol. The town of Indian Trail is responsible for 90% costs associated; Union County is responsible for 10% of costs. Positions were approved as part of FY2026 Budget.$46,104.80 3/5/2026 Human Services - Business Operations Centralina Regional Council Centralina is the lead agency for Union County HCCBG. Centralina works closely with Transportation and Nutrition, DSS, and the Council on Aging to deliver comprehensive aging services to the older adults and their families in Union County.$6,500.00 3/6/2026 INFORMATION SYSTEMS VIGIL NETWORKS INC UC Public Library Firewall $16,094.00 3/6/2026 462 Contract Report January - March 2026 Human Services - Business Operations Centrallina Regional Council provide Aging Services and Area Agency on Aging Support, Planning and Administration, Long Term Care Ombudsman, Elder Abuse Prevention, Health Promotion and Disease Prevention, and Senior Community Services Employment Programs (SCSEP) for Union County.$22,840.81 3/6/2026 Facilities & Fleet Management GARMON MECHANICAL SERVICE INC REPLACE ROOFTOP UNIT AT THE HISTORIC COURTHOUSE $26,835.00 3/6/2026 UCW - Water & Wastewater TRIHEDRAL INC TRIHEDRAL, $76010, VTSCADA RENEWAL $76,010.00 3/6/2026 INFORMATION SYSTEMS DAVENPORT GROUP Dell Latitude 7350 Tablet $2,793.00 3/9/2026 UCW - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $116519, ANNUAL SAAS & ANALYTICS FEES $116,519.20 3/9/2026 Facilities & Fleet Management PROSHRED SECURITY, INC UNION COUNTY SHREDDING $1,600.00 3/10/2026 UCW - Water & Wastewater CAROLINA SEALS INC CAROLINA SEALS, $5230.73, FLOWSERVE PS4 SEALS $5,230.73 3/10/2026 Facilities & Fleet Management BETTER BUILT STORAGE Storage shed for the Animal Shelter $6,155.00 3/10/2026 INFORMATION SYSTEMS SHI INTERNATIONAL CORP Absolute Secure Access Edge for EMS Paramedic Trks $6,466.00 3/10/2026 UCW - Water & Wastewater HD SUPPLY INC USABLUEBOOK, $6772, HACH PORTABLE ANALYZER KIT $6,772.00 3/10/2026 UCW - Water & Wastewater GROUNDWORKS NORTH GROUNDWORKS, $12,000, PIPE GROUTING $12,000.00 3/10/2026 Facilities & Fleet Management CM BOWERS LLC DETENTION CENTER BLACK CREEK UPGRADE $13,800.00 3/10/2026 Facilities & Fleet Management AME Consulting Engineers, PC Task Order Amendment $14,500.00 3/10/2026 Parks & Recreation BELK & GAY HEATING & COOLING Replacement of A/C Unit in Lakeside Lodge $14,800.00 3/10/2026 Facilities & Fleet Management TECTA AMERICA CORP ROOF ACCESS LADDER THAT THE SIMPSONS EVENTS CENTER $16,992.00 3/10/2026 Facilities & Fleet Management CAPITAL CHEVROLET REPLACEMENT FOR TOTAL LOSS 10-24 $44,067.40 3/10/2026 Facilities & Fleet Management North Carolina Department of Public Safety Renew contract for leased premises at 604 Lancaster Avenue.$2.00 3/12/2026 Facilities & Fleet Management KRAFT POWER CORPORATION INSPECT DAMAGED GENERATOR, START UP AND LOAD BANK $4,450.00 3/12/2026 UCW - Water & Wastewater SOUTHERN ENVIRONMENTAL SYSTEMS SOUTHERN ENVIRONMENTAL, $7300, FOREST PK ODOR CONT $7,300.00 3/12/2026 Facilities & Fleet Management LAWRENCE COMPANIES LLC LANDSCAPE AT THE SHERIFF'S OFFICE AT ENTRANCES $7,597.24 3/12/2026 Facilities & Fleet Management R&J STARNES PAINTING CLEAN AND PAINT WALL AT THE DETENTION CENTER $13,792.00 3/12/2026 UCW - Water & Wastewater DAWN DEVELOPMENT COMPANY DAWN DEVELOPMENT, $18245, SEWER TAP $18,245.00 3/12/2026 UCW - Water & Wastewater POLYTEC INC.POLYTEC, $20,700, MAGNESIUM HYDROXIDE $20,700.00 3/13/2026 463 Contract Report January - March 2026 INFORMATION SYSTEMS TEGO DATA SYSTEMS LLC Horizon3 NodeZero Penetration Testing $47,440.00 3/13/2026 INFORMATION SYSTEMS SHI INTERNATIONAL CORP KnowBe4 Subscription Renewal $50,711.00 3/13/2026 UCW - Engineering W.K. DICKSON & Co., LLC CONSTRUCTION ADMINISTRATION SERVICES FOR WAXHAW STEG NORTH SIDE SEWER INSTALLATION PROJECT.$132,900.00 3/13/2026 Parks and Recreation db Sound of Charlotte, LLC Production Services for community concert on July 25th at the Simpson Event Center $4,960.00 3/16/2026 Solid Waste CAROLINA 1926 LLC Carolina CAT, $6,429.56, 725 PM4 service $6,429.56 3/16/2026 UCW - Engineering TELECOMMUNICATION & INDUSTRIAL CONSULTING SERVICES CORPORATION D/B/A Indian Trail – Fairview Road Sewer Extension Project – Easement Acquisition Services $12,880.00 3/16/2026 UCW - Business Operations FERGUSON US HOLDINGS INC FERGUSON, $29603.06, EASYLINK $29,603.66 3/16/2026 Parks and Recreation Alonso Gomez Grant use of Jesse Helms Park concession stand and operate mobile food unit during scheduled games.$100.00 3/17/2026 Finance JLM Actuarial, LLC Actuarial report for GASB 68 Law Enforcement Separation Allowance and GASB 74/75 Other Post Employment Benefits $7,500.00 3/17/2026 UCW - Engineering ESP Associates, Inc. The Project includes construction of an office and storage building (1500 sq.ft) and will be sited at Union County Water’s Crooked Creek Wastewater Facility in Indian Trail, adjacent to the existing control building. The construction services contract is scheduled for approval by the BOCC. This Task Order is for testing and observation during construction.$19,955.00 3/17/2026 UCW - Engineering STV Engineers, Inc. Task Order 8680-01: FY22 Short Water Line Extensions Phase B - East Lawyers Road Construction Administration and Observation Services $95,605.50 3/17/2026 911 Communications Everbridge, Inc. Mass Notification Annual Renewal GSA Contract No. 47QTCA24D0083 $52,428.46 3/19/2026 Parks and Recreation Darren Deese Musical Talent for Community Concert on July 25th at the Simpson Event Center $2,000.00 3/20/2026 UCW - Water & Wastewater PETE DUTY AND ASSOCIATES INC PETE DUTY, $6585, PULSAR METER $6,585.00 3/20/2026 464 Contract Report January - March 2026 INFORMATION SYSTEMS CEMCO SYSTEMS INC HS LIEBERT UPS SERVICE PLAN $18,365.00 3/20/2026 Human Resources OFFICE ENVIRONMENTS INC Modify desk to accommodate stand option $2,805.69 3/23/2026 Facilities & Fleet Management CLINTON AUTO LLC 20-06 Replacement $59,374.29 3/23/2026 County Manager's Office Lindsay Spears, DDS - North Carolina, PLLC d/b/a E37 Forensic Dental Consulting This contract is for forensic odontology services to assist with decedent identification when standard identification methods are unsuccessful. Services include case review, onsite examination, dental records comparison, and a written report. Services are reimbursable under SPRAC operating grant.$4,800.00 3/24/2026 Sheriff's Office STATE OF NORTH CAROLINA DEPT OF JUSTICE BLET Kits (6)$5,539.81 3/24/2026 UCW - Water & Wastewater VALVE AND ACTUATION SERVICES VALVE & ACT, $5910.96, REP BUTTERFLY VALVE $5,910.96 3/24/2026 Sheriff's Office CAMPBELL-BROWN INC INTERNAL AFFAIRS EQUINOX UPFIT EQUIPMENT $6,168.36 3/24/2026 Sheriff's Office THE ARTCRAFT GROUP INC PROMOTIONAL ITEMS UCSO INDIAN TRAIL $6,380.89 3/24/2026 Facilities & Fleet Management Lawrence Associates, PA Task Order - Food Innovation Center $6,500.00 3/24/2026 Sheriff's Office CDW LLC MAAS 360 SUBSCRIPTION $8,389.70 3/24/2026 Facilities & Fleet Management Progressive Architecture Engineering, P.C. Additional Services Requested. Perform Bidding and Construction Administration Services for the Fairview Fire Training Facility project.$20,000.00 3/24/2026 UCW - Water & Wastewater NET TECH INTEGRATION LLC NET TECH, $25480, PEPLINK LICENSE & ANNUAL SUPPORT $25,480.00 3/24/2026 Sheriff's Office CLINTON AUTOMOTIVE LLC PIU EXPLORER UCSO $43,946.15 3/24/2026 Sheriff's Office CAPITAL CHEVROLET TWO (2) 2026 CHEVORLET EQUINOX INTERNAL AFFIARS $57,591.00 3/24/2026 Facilities & Fleet Management GARMON MECHANICAL SERVICE INC REPLACE ROOFTOP UNIT AT THE PUBLIC SCHOOL ADMI BLD $26,950.00 3/25/2026 Human Services - Community Support and Outreach TRIO Community Meals, LLC Senior nutrition frozen meal program $90,000.00 3/26/2026 Facilities & Fleet Management BAUCOM SERVICE INC REPAIRS TO ASSET #35-14 $6,454.51 3/27/2026 Facilities & Fleet Management HT AIRSYSTEMS CAROLINAS LLC INSTALL NEW AIR COMPRESSOR FOR UNION COUNTY $9,977.00 3/27/2026 Friedman's Premiere DBA iPromo (Big Union County) $10,210.89 Fixed Price Term Agreement Spend 465 Contract Report January - March 2026 Unifirst Corporation $12,376.63 466 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-205 Agenda Date:4/20/2026 TITLE:..title Rezoning Petition RZ-2026-002 Augustine Properties INFORMATION CONTACT: John E. Wear, Planning Department, Senior Planner - Current Planning, 704-283-3605 ACTION REQUESTED: Approve or deny proposed rezoning. PRIOR BOARD ACTIONS: March 16, 2025, Regular Meeting, Agenda Item # 26-152 - Conduct public hearing BACKGROUND: This case is requesting one parcel totaling approximately 0.5 acres appearing on the tax map as tax parcel 04-198-014A at 3810 Richardson Rd from RA-40 to R-15. The rezoning request is a “straight” rezoning, so there are no conditions associated with this request. The Land Use Board evaluated this proposal at its February 24 meeting and recommended approval on a 6-1 vote, citing consistency with the land use map. A public hearing was conducted March 16, 2026, and no one spoke for or against the proposed rezoning. FINANCIAL IMPACT: None. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™467 468 469 470 471 472 473 474 . . . Planning Department 500 North Main Street, Suite 70 Monroe, NC 28112 T 704.283.3565 unioncountync.gov Planning Staff Report - Rezoning Case # RZ-2026-002 Staff Contact: John Wear, Senior Planner Summary of Request This case is requesting to rezone one parcel totaling 0.5 acres appearing on the tax map as tax parcel 04-198-014A located on Richardson Rd from RA-40 to R-15. The rezoning request is a straight rezoning, so there are no conditions associated with this request. Owner/Applicant Owner: Augustine Properties, LLC 4311 Fox Brook Lane Charlotte, NC 28211 Applicant: Augustine Properties, LLC 4311 Fox Brook Lane Charlotte, NC 28211 Property Information Location: On the west side of Richardson Road south of Griffith Road. Location more specifically described as tax parcel 04-198-014A. 475 unioncountync.gov Municipal Proximity: The site is 3.5 miles south of the City of Monroe. Existing Land Use and Development Status: The parcel is currently zoned RA-40 and is undeveloped. Site South of Site North of Site Opposite of Site 476 unioncountync.gov Environmental Features: There are no streams, wetlands or floodplain on the site. There is a stream that runs to the north of the property. 477 unioncountync.gov Utilities: Public water and sewer are not available at the site. Zoning and Land Use History: The parcel site has been zoned RA-40 since zoning was initiated. The overall density within the R-40 zoning district is one dwelling per 40,000 square feet, compared to 15,000 square feet in R-15. The parcel was created by deed and does not meet the lot size requirements of the RA-40 district and would not be able to be utilized for single-family residential without rezoning. There was previously a manufactured home on the site that was torn down that had been hooked up to septic. Currently, there are two parcels with R-8 zoning approximately 750 feet south of the site on Richardson Road and they are used as manufactured housing developments. The R-8 zoning was originally intended to be a floating district for the purpose of allowing manufactured home parks. A third parcel, approximately 800 feet north of the site on Richardson Road is also a manufactured housing development, with eight units on approximately 1.5 acres. 478 unioncountync.gov Schools: Because this rezoning request is for one lot that will create a maximum of one house, UCPS was not consulted for comments. Transportation: This site is on Richardson Road, which is a NCDOT-maintained facility. This section of Richardson Road carries approximately 500 vehicles per day. There are no funded road improvement projects in the immediate vicinity of the rezoning. A traffic Impact Analysis (TIA) was not required for this rezoning. 479 unioncountync.gov Planning Documents Union County Comprehensive Plan: The Union County 2050 comprehensive plan identifies this area as Rural Residential which includes agricultural and residential uses on minimum 40,000 SF lots. The proposed zoning district is not consistent with that, but there are existing R-8 zoned parcels within the vicinity. The lot does have existing septic and well permits approved by Union County Environmental Health, so it will accommodate a home if it can meet setbacks. 480 unioncountync.gov Staff Comments and Recommendation Land Use Board Recommendation Public and Municipal Comments Public Comments: A community meeting was not required since this is not a conditional rezoning request. Municipal Comments: Monroe was not consulted due to the distance to their municipal limits. The Land Use Board evaluated this rezoning request at its February 24, 2026, meeting. The Board recommended approval on a 6-1 vote, citing consistency with the land use map. This part of Union County is identified for rural residential and agricultural land uses. Because this is a straight rezoning request, all potential uses must be considered when making a recommendation. The lack of utilities requires that septic and well be located on the lot. The lot does have existing septic and well permits approved by Union County Environmental Health, so it will accommodate a home if it can meet setbacks. Larger lot zoning requirements in rural areas partially exist to ensure lots will provide adequate spacing. Additionally, the property wasn’t originally approved through the subdivision process and will require a subsequent subdivision to make it a buildable lot, which will be possible with an R-15 zoning. The rezoning does not propose new uses from what area already occurring in the immediate vicinity. The proposed use is a single-family residence on a single tract of land, which is consistent with current use of many of the adjacent properties. There are currently occasional parcels with R-8 zoning along Richardson Road, which have not caused hardship or concern with nearby residents. Rural Residential districts generally contemplate residential uses with a development density of no more than one unit per acre. Rezonings to smaller lot sizes can set a precedent for future rezoning requests. Because of these aspects of the development, staff recommend denial of this rezoning application. 481 ORDINANCE APPROVING REVISION TO THE OFFICIAL ZONING MAP OF UNION COUNTY, NORTH CAROLINA WHEREAS, the Union County Board of County Commissioners (the “Board”) heretofore enacted the “Unified Development Ordinance of Union County, North Carolina,” including any amendments thereto (the “UDO”) and the official Union County Zoning Map (“Zoning Map”); and WHEREAS, Union County has received rezoning petition (RZ-2026-002) submitted by Augustine Properties LLC, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 0.5 acres appearing on the tax map as tax parcel 04-198-014A at 3810 Richardson Rd from RA-40 to R-15; and WHEREAS, the Union County Land Use Board considered and made a recommendation concerning approval or denial of the Rezoning Petition; and WHEREAS, the Board has determined that approval of the Rezoning Petition and rezoning the subject parcels from RA-40 to R-15 is reasonable and in the public interest, including for those reasons set forth in the contemporaneously adopted consistency and reasonableness statement. NOW, THEREFORE, BE IT ORDAINED by the Union County Board of Commissioners as follows: 1. The Zoning Map is hereby amended by rezoning the parcel appearing on the tax map as tax parcel 04-198-014A at 3810 Richardson Rd from RA-40 to R-15. 2. This ordinance is effective upon adoption. Adopted this _____ day of _____________, 2026. ________________________________________ Chair, Union County Board of Commissioners 482 Statements of Consistency and Reasonableness for Proposed Amendment to the Union County Zoning Map The Union County Land Use Board recommended that the Union County Board of Commissioners approve the rezoning petition (RZ-2026-002) submitted by Augustine Properties LLC, requesting a revision of the Union County Zoning Map by rezoning one parcel totaling approximately 0.5 acres appearing on the tax map as tax parcel 04-198-014A at 3810 Richardson Rd from RA-40 to R-15. CONSISTENCY AND REASONABLENESS STATEMENT FOR APPROVAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS CONSISTENT WITH THE CURRENT PLAN) (RZ-2026-002) Pursuant to N.C.G.S. § 160D-605, the Union County Board of Commissioners (the “Board”)_ does hereby find and determine that adoption of the proposed map amendment is consistent with the currently adopted Union County Comprehensive Plan (the “Plan”). The adoption of the proposed map amendment (i) takes into account the need to amend the zoning map to meet the needs of the community, and (ii) is reasonable and in the public interest because: 1. The subject property is located in an area identified as Rural Residential in the Plan. Rural Residential is noted in the Plan as recommended for low density residential and agricultural uses. Low density means, for purposes of the Plan, lot size or development density of no more than one unit per acre. While R-15 can result in greater than one unit per acre development density, due to the size of the property being rezoned, the subject property would be unlikely to be able to develop at a greater density and therefore would be consistent with the Plan. 2. The proposed rezoning is for residential use, which is consistent with the current use of many of the adjacent properties. Additionally, there are two parcels zoned with a higher density, R-8, within less than approximately two-tenths of a mile from the subject property, which is similar to the rezoning district density for this property. 3. 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 allowing for the development of a property in a manner that is consistent with uses of a similar nature (residential) on nearby properties, allowing for development that is unlikely to increase traffic congestion or infrastructure concerns significantly. The potential detriments of the rezoning include allowing a rezoning in a zoned-density greater than many of the adjacent properties and setting a precedent for similar future rezonings. The property was not originally approved through the subdivision process; however, that issue will be rectified, creating a conforming parcel eligible for subdivision upon rezoning approval. 483 CONSISTENCY AND REASONABLENESS STATEMENT FOR DENIAL OF THE PROPOSED AMENDMENT (THE PROPOSAL IS INCONSISTENT WITH THE CURRENT PLAN) (RZ-2026-002) 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 currently adopted Union County Comprehensive Plan (the “Plan”). Denial of the proposed map amendment is reasonable and in the public interest because: 1. The density and land use proposed is inconsistent with the Plan, as the subject property is within a Rural Residential district within the Plan. Rural Residential districts generally contemplate residential uses with a development density of one unit per acre or lot size of at least one acre. Rezonings to smaller lot sizes can set a precedent for future rezoning requests that are inconsistent with the Plan. 2. The small size of the lot and lack of utilities can create hardships for sitting wells and septic fields. Larger lot zoning requirements in rural areas partially exist to ensure lots will provide adequate spacing between water and septic areas. The property was not originally approved through the subdivision process and will require a subsequent subdivision to make it a buildable lot. 484 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-187 Agenda Date:4/20/2026 TITLE:..title South Piedmont Community College Long-Term Capital Planning INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive presentation from South Piedmont Community College on long-term capital planning. PRIOR BOARD ACTIONS: None. BACKGROUND: South Piedmont Community College (SPCC) has identified capital projects in their long-term capital plan based on the growth of SPCC that has created opportunities and facility needs. FINANCIAL IMPACT: To be determined based on execution of the long-term capital plan. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™485 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-186 Agenda Date:4/20/2026 TITLE:..title Union County Public Schools 2026 Bond Referendum Request INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive presentation from Union County Public Schools (UCPS) for consideration to place a bond referendum on the November 2026 General Election ballot. PRIOR BOARD ACTIONS: None. BACKGROUND: Union County Board of Education passed a resolution at their March 10, 2026 meeting to request the Union County Board of County Commissioners place a bond referendum on the November 2026 General Election ballot for Union County Public Schools projects totaling $173,259,570. FINANCIAL IMPACT: To be determined based on final bond referendum request. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™486 Administration and Operations To: Brian Matthews County Manager - Union County, NC From: Colon Moore Assistant Superintendent of Operations and Administration Date: March 11, 2026 Subject: 2026 Construction Bond Request Please find attached the Union County Board of Education Resolution for the 2026 Construction Bond Request. The total requested amount is $173,259,570. Page 3 of 3 lists the projects and the dollar amounts. This Resolution was approved the UCBOE at its regular meeting on March 10, 2026. For more information, you can review the approved document, available on our website, via this link. If you have any questions, please do not hesitate to contact me. Cc: Andrew G. Houlihan, Ed.D., Superintendent Shanna McLamb, Chief Finance Officer Rev. Jimmy H. Bention, Sr., Chairman 487 488 489 490 School Bond Year Total Amount Parkwood HS Construction 2026 158,737,753$ Piedmont MS Addition/Reno. - Ph.1 2026 3,915,000$ Wolfe Addition 2026 5,560,422$ Contingency & Management 2026 5,046,395$ 2026 Bond Total $173,259,570 Piedmont HS Ph 1 2028 9,059,784$ Parkwood MS Ph1 2028 4,872,923$ Piedmont MS Addition/Reno - Ph.2 2028 43,500,000$ South Providence at WBEC South Providence $16,688,650 WBEC Renovation $31,126,792 2028 47,815,442$ Waxhaw Elementary 2028 8,029,353$ Contingency & Management 2028 3,398,325$ 2028 Bond Total $116,675,827 Piedmont HS Ph 2 2030 180,476,658$ Parkwood MS Ph 2 2030 58,798,980$ Facilities/Warehouse 2030 44,266,148$ Contingency & Management 2030 8,788,331$ 2030 Estimated Bond Total $292,330,117 CTE School 2032 49,713,249$ Monroe HS PH1 2032 9,059,784$ Contingency & Management 2032 1,763,191$ 2032 Estimated Bond Total $60,536,224 Total 2026-2032 $642,801,739 Union County Public Schools Long Range Plan 491 2/20/2026 Updated 03-09-2026 492 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-227 Agenda Date:4/20/2026 TITLE:..title Union County New Jail Construction Options INFORMATION CONTACT: Brian Matthews, County Manager’s Office, County Manager, 704-292-2597 ACTION REQUESTED: Board to select preferred option to move forward with. PRIOR BOARD ACTIONS: 1) December 4, 2023, Regular Meeting, Agenda Item # 23-819 - Approved Construction Manager at Risk Delivery Method 2) August 12, 2024, Regular Meeting, Agenda Item # 24-564 - Approved Design Contract for Architectural Services to Complete UC Jail Study 3) February 3, 2025, Regular Meetings, Agenda Item # 25-055 - Received update on Jail Study. 4) February 12, 2025, Work Session, Agenda Item # 25-082 - Received information regarding jail size scenarios and cost estimates. 5) February 18, 2025, Regular Meeting, Agenda Item # 25-095 - Received information regarding population estimates and jail size comparisons. 6) March 3, 2025, Regular Meeting, Agenda Item # 25-113 - Approved Option 2 (500 bed/600 core) to complete the consultant's work for the jail study, which includes operational modeling and staffing costs. Requested the same information for a 400 bed/600 core. 7) May 19, 2025, Regular Meeting, Agenda Item # 25-294 - Received information on construction costs, operational modeling, and staffing costs for 400 bed/600 core and 500 bed/600 core options. 8) August 11, 2025, Regular Meeting, Agenda Item # 25-504 - Approved moving forward with Existing Jail Adaptive Reuse Study; Directed staff to move forward with 600 bed core/500 bed capacity; and Approved a bond referendum on November 2026 ballot as funding strategy. 9) March 12, 2026, Work Session, Agenda Item # 26-170 - Received findings from Existing Jail Adaptive Reuse Study. BACKGROUND: The County has developed four proposals for the construction of a new jail. Two of these options call for a reuse of portions of the current jail. The board will need to decide which option they would like to move forward with to allow staff to prepare it for the November referendum. FINANCIAL IMPACT: To be determined based on preferred option. Union County, NC Printed on 4/10/2026Page 1 of 1 powered by Legistar™493 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-212 Agenda Date:4/20/2026 TITLE:..title November 2026 Bond Referendum Request and Financing Debt Modeling INFORMATION CONTACT: Beverly Liles, Finance, Director, 704-283-3675 ACTION REQUESTED: Receive direction from the Board of County Commissioners on projects that should be considered for placement on the November 2026 General Election Ballot. PRIOR BOARD ACTIONS: None BACKGROUND: County departments, Union County Public Schools and South Piedmont Community College submit annually through the long-term capital planning process their request for long-term capital needs. Union County Board of Commissioners received a presentation at the March 12th, 2026, Board Retreat for options for a new Union County Jail and associated property tax rate impacts. Union County Public Schools will present their projects for consideration at the April 20th meeting. This presentation will give an overview of the capital request that would require a long-term revenue source for consideration to be placed on the November 2026 Election Ballot and provide property tax debt rate impacts for the County as well as UCPS to illustrate the future debt service requirements associated with capital project financing. FINANCIAL IMPACT: To be determined based on bond referendum approvals. Union County, NC Printed on 4/10/2026Page 1 of 1 powered by Legistar™494 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-220 Agenda Date:4/20/2026 TITLE:..title Presentation - FY2027-FY2030 Opioid Settlement Strategic Plan INFORMATION CONTACT: Patrick Niland, County Manager’s Office, Deputy County Manager, 704-283-3630 ACTION REQUESTED: None. PRIOR BOARD ACTIONS: September 15, 2025, Regular Meeting, Agenda Item # 25-570 - Received information related to strategic planning for the Opioid Settlement Fund. BACKGROUND: Staff will present the final recommended funding plan for fiscal years 2027 through 2030. This plan calls for funding various community partners, Union County Public Schools, and certain Union County operations. A resolution to adopt the proposed plan is expected to be included on the Consent Agenda of the May 4, 2026, meeting. FINANCIAL IMPACT: None. Union County, NC Printed on 4/10/2026Page 1 of 1 powered by Legistar™495 Union County, NC Staff Report Union County Government Center 500 North Main Street Monroe, North Carolina www.unioncountync.gov File #:26-204 Agenda Date:4/20/2026 TITLE:..title Appointment of Three (3) Members to the Broadband Committee INFORMATION CONTACT: Lynn G. West, Clerk to the Board of Commissioners, 704-283-3853 ACTION REQUESTED: Appoint members to fill three (3) vacancies on the Broadband Committee due to term expirations. PRIOR BOARD ACTIONS: May 20, 2024, Regular Meeting, Agenda Item #24-319 - Appointed seven members to Committee. BACKGROUND: The terms of three members serving on the Broadband Committee are expiring. Two of the individuals have applied for reappointment and the third individual currently serving has not reapplied. Three applications have been received, and all applicants are eligible to serve: 1.Hank Gamber - applying for reappointment 2.Robert Mullis - applying for reappointment 3.Andy Iamaio FINANCIAL IMPACT: None. Union County, NC Printed on 4/9/2026Page 1 of 1 powered by Legistar™496